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Identity Manager 9.2 - Operational Guide

About this guide Simulating data changes in the Manager Scheduling operations activation times Re-applying templates Exporting data with the Manager Analyzing data and data changes Analyzing process monitoring in the Manager Schedules in One Identity Manager Mail templates in One Identity Manager Password policies in One Identity Manager Working with change labels Checking data consistency Compiling a One Identity Manager database Transporting custom changes Importing data with the Data Import Importing and exporting individual files for the software update Creating a One Identity Manager database for test or development from a database backup Initializing DBQueue Processor the after extending the server hardware Command line programs

Creating and editing mail templates

You can edit certain mail templates in the Manager. For more information about editing mail templates in the Manager, refer to the administration guides for the modules.

To edit a mail template in the Designer

  1. In the Designer, select the Mail templates category.

  2. Select the mail template and start Mail Template Editor using the Edit mail template task.

To create a new mail template in the Designer

  1. In the Designer, select the Mail templates category.

  2. Start Mail Template Editor using the Create a new mail template task.

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Copying mail templates

You can edit certain mail templates in the Manager. For more information about editing mail templates in the Manager, refer to the administration guides for the modules.

To copy a mail template in the Designer

  1. In the Designer, select the Mail templates category.

  2. Select the mail template you want to copy and start the Mail Template Editor using the Edit mail template.

  3. Select the Mail template > Copy mail template menu item.

  4. Enter the name of the new mail template and click OK.

    The new mail template is displayed in the Mail Template Editor. Now, you can edit the mail template.

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Creating mail previews

You can edit certain mail templates in the Manager. For more information about editing mail templates in the Manager, refer to the administration guides for the modules.

To display a mail template preview in the Designer

  1. In the Designer, select the Mail templates category.

  2. Select the mail template and start Mail Template Editor using the Edit mail template task.

  3. Select the Mail templates > Mail preview menu item.

  4. Select the base object and click OK.

General properties of mail templates

Table 18: 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.

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:

  • HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format.

  • TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported.

Design type

Design in which to generate the email notification. Permitted values are:

  • Mail template: The generated email notification contains the mail body in accordance with the mail definition.

  • Report: The generated email notification contains the report specified under Report (parameter set) as its mail body.

  • Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a 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.

Deactivated

Specifies whether this mail template is disabled.

Mail definition

Selects the mail definition in a specific language.

NOTE: If the Common | MailNotification | DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened.

Language

Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated.

Subject

Subject of the email message.

Mail body

Content of the email message.

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