Chat now with support
Chat with Support

Identity Manager 8.0 - Report Subscriptions Administration Guide

Displaying Report Subscriptions

Every user sets up their personalized report subscriptions through the Web Portal. For more information, see the One Identity Manager Web Portal User Guide.

IMPORTANT: Do not remove any assignments. Assignment of schedules for report subscriptions is compulsory and carried out by through the Web Portal.

To display report subscriptions assigned to a schedule

  1. Select Report Subscriptions | Basic configuration data | Schedules.
  2. Select the schedule in the result list.
  3. Select Assign report subscriptions in the task view.

Notification Mail Templates

Notification Mail Templates

Table 3: Configuration Parameters for Mail Templates
Configuration parameter Meaning
QER\RPS\MailTemplateIdents Mail template names are defined under this configuration parameter which are used in association with report subscriptions.

Mail templates are used to send reports subscribed in the Web Portal, to the subscribers. The reports are attached to the notification generated from the mail template. The mail text in a mail template is defined in several languages. This ensures that the language of the recipient is taken into account when the email is generated. The report parameters are determined dynamically when the email is generated, replacing the values stored with the subscription.

There are some mail templates available in the default installation that can be used for sending report. Mail templates are entered in the configuration parameters.

To use custom templates

  • Enter the mail template into configuration parameter in the Designer.
Table 4: Default Templates

Mail template

Description

Usage in Configuration Parameter

Report subscription - delivery

Email to report subscribers. The report is sent as attachment. The report to be sent as parameter UID_DialogParameterSet is determined dynamically when the process is generated.

QER\RPS\MailTemplateIdents\InformSubscriber

Report subscription - delivery to cc

Email to report subscribers (cc). The report is sent as attachment. The report to be sent as parameter UID_DialogParameterSet is determined dynamically when the process is generated.

QER\RPS\MailTemplateIdents\InformCC

Report subscription - stored on server

Informs the subscriber that the report is stored on a server.

QER\RPS\MailTemplateIdents\StoredOnServer

Report subscription - stored on server for cc

Informs the subscriber (cc) that the report is stored on a server.

QER\RPS\MailTemplateIdents\StoredOnServerForCC

Related Topics

Creating Custom Mail Templates for Notifications

A mail template consists of general master data such as target format, important or mail notification confidentiality and one or more mail definitions. Mail text is defined in several languages in the mail template. This ensures that the language of the recipient is taken into account when the email is generated.

There is a One Identity Manager in the Mail Template Editor to simplify writing notifications. You can use the Mail Template Editor to create and edit mail text in WYSIWYG mode.

To edit mail templates

  1. Select Subscribable Reports | Basic configuration data | Mail templates.

    Mail templates that can be used for subscribable reports are displayed in the result list.

  2. Select the mail template in the result list. Select Change master data in the task view.

    - OR -

    Click in the result list toolbar.

    This opens the mail template editor.

  3. Edit the mail template.
  4. Save the changes.

To copy a mail template

  1. Select Subscribable Reports | Basic configuration data | Mail templates.
  2. Select the mail template you want to copy from the result list. Select Change master data in the task view.
  3. Select Copy mail template... in the task view.
  4. Enter the name of the new mail template in Name of copy.
  5. Click OK.

To display a mail template preview

  1. Select Subscribable Reports | Basic configuration data | Mail templates.
  2. Select the template in the result list. Select Change master data in the task view.
  3. Select Preview... in the task view.
  4. Select the base object.
  5. Click OK.

To delete a mail template

  1. Select Subscribable Reports | Basic configuration data | Mail templates.
  2. Select the template in the result list.
  3. Click in the result list toolbar.
  4. Confirm the security prompt with Yes.
Detailed information about this topic

General Properties of a Mail Template

The following general properties are displayed for a mail template:

Table 5: Mail Template Properties
Property Meaning
Mail template Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the button.
Base object Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced.

Use the base object RPSSubscription or RPSSubscriptionCC for notifications about reports.

Report (parameter set) Report, made available through the mail template.
Description Mail template description. Translate the given text using the button.
Target format Format in which to generate email notification. Permitted values are:
Value Description
HTML The email notification is formatted in HTML format. HTML format can contain formatting.
TXT The email notification is formatted in text format. Text format cannot contain any formatting.
Design type Design in which to generate the email notification. Permitted values are:
Value Description
Mail template The generated email notification contains mail text corresponding to the mail definition.
Report The email notification is generated with the report contained under Report (parameter set) as mail body.
Mail template, report as attachment The generated email notification contains mail text corresponding to the mail definition. The report entered in the Report (parameter set) field is attached to the mail as PDF file.
Importance Importance for the email notification. Permitted values are "low", "normal" and "high".
Confidentiality Confidentiality for the email notification. Permitted values are "normal", "personal", "private" and "confidential".
Can unsubscribe Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal.
Disabled Specifies whether this mail template is disabled.
Mail definitions Unique name for the mail definition.
Language culture Language which applies to the mail template.
Subject Subject of the email message
Mail body Content of the email message.
Related Documents