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Identity Manager 9.3 - Company Policies Administration Guide

Company policies in One Identity Manager Defining company policies
Creating and editing company policies Using default company policies Deleting company policies Policy groups Compliance frameworks Schedules for checking policies Company policy attestors Policy supervisors for company policies Exception approvers for policy violations Standard reasons for policy violations Mail templates for company policy notifications
Checking company policies Automatic attestation of policy violations Mitigating controls for company policies General configuration parameter for company policies

Creating and editing mail definitions for company policies

For more information about creating and editing mail template, see the One Identity Manager Operational Guide.

Mail texts can be defined in these different languages in a mail template. This ensures that the language of the recipient is taken into account when the email is generated.

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.

To create a new mail definition

  1. In the Manager, select the Company Policies > Basic configuration data > Mail templates category.

    This shows all the mail templates that can be used for policy checks in the result list.

  1. Select a mail template in the result list and run the Change main data task.

  2. In the result list, select the language for the mail definition in the Language drop-down.

    All active languages are shown. To use another language, in the Designer, enable the corresponding countries. For more information, see the One Identity Manager Configuration Guide.

  3. Enter the subject in Subject.

  4. Edit the mail text in the Mail definition view with the help of the Mail Text Editor.

  5. Save the changes.

To edit an existing mail definition

  1. In the Manager, select the Company Policies > Basic configuration data > Mail templates category.

    This shows all the mail templates that can be used for policy checks in the result list.

  1. Select a mail template in the result list and run the Change main data task.

  2. In the Mail definition drop-down, select the language for the mail definition.

  3. Edit the mail subject line and the body text.

  4. Save the changes.

Base objects for company policy mail templates

NOTE: Use the QERPolicy or the QERPolicyHasObject base objects in company policy mail templates.

In the subject line and body text of a mail definition, you can use all properties of the object entered under Base object. You can also use the object properties that are referenced by foreign key relation.

To access properties use dollar notation. For more information about using dollar ($) notation, see the One Identity Manager Configuration Guide.

Editing company policy mail templates

For more information about creating and editing mail template, see the One Identity Manager Operational Guide.

A mail template consists of general main data such as target format, importance, 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.

ClosedCreating and editing mail templates
ClosedCopying mail templates
ClosedDisplaying mail previews
ClosedDeleting mail templates

Use of hyperlinks in the Web Portal

You can add hyperlinks to the Web Portal in the mail text of a mail definition. If the recipient clicks on the hyperlink in the email, the Web Portal opens on that web page and further actions can be carried out. In the default version, this method is implemented in policy checks.

Prerequisites for using this method

  • The QER | WebPortal | BaseURL configuration parameter is enabled and contains the URL to the API Server. You edit the configuration parameter in the Designer.

    http://<server name>/<application>

    with:

    <server name> = name of server

    <application> = path to the API Server installation directory

To add a hyperlink to the Web Portal in the mail text

  1. Click the position in the mail text of the mail definition where you want to insert a hyperlink.

  2. Open the Hyperlink context menu and enter the following information.

    • Display text: Enter a caption for the hyperlink.

    • Link to: Select the File or website option.

    • Address: Enter the address of the page in the Web Portal that you want to open.

      NOTE: One Identity Manager provides a number of default functions that you can use to create hyperlinks in the Web Portal.

  3. To accept the input, click OK.
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