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Password Manager 5.12.3 - Administration Guide

About Password Manager Getting Started Password Manager Architecture
Password Manager Components and Third-Party Solutions Typical Deployment Scenarios Password Manager in Perimeter Network Management Policy Overview Password Policy Overview Secure Password Extension Overview reCAPTCHA Overview User Enrollment Process Overview Questions and Answers Policy Overview Password Change and Reset Process Overview Data Replication Phone-Based Authentication Service Overview
Management Policies
Checklist: Configuring Password Manager Understanding Management Policies Configuring Access to the Administration Site Configuring Access to the Self-Service Site Configuring Access to the Helpdesk Site Configuring Questions and Answers Policy Workflow overview Custom workflows Custom Activities Self-Service Workflows Helpdesk Workflows Notification Activities User Enforcement Rules
General Settings
General Settings Overview Search and Logon Options Import/Export Configuration Settings Outgoing Mail Servers Diagnostic Logging Scheduled Tasks Web Interface Customization Instance Reinitialization Realm Instances Domain Connections Extensibility Features RADIUS Two-Factor Authentication Password Manager components and third-party applications Unregistering users from Password Manager Bulk Force Password Reset Working with Redistributable Secret Management account Email Templates
Upgrading Password Manager Administrative Templates Secure Password Extension Password Policies Enable S2FA for Administrators & Enable S2FA for HelpDesk Users Reporting Password Manager Integration Accounts Used in Password Manager Open Communication Ports for Password Manager Customization Options Overview Feature imparities between the legacy and the new Self-Service Sites Glossary

Enforce Update of Q&A Profile

Enforce Update of Q&A Profile

This activity is a core activity of the Enforce Update of Q&A Profile workflow. It allows helpdesk operators to immediately enforce update of users’ Q&A profiles if the profiles are not compliant with the current Questions and Answers policy.

Restart Workflow if Error Occurs

Restart Workflow if Error Occurs

This activity is performed when an error occurs during workflow execution. In this case, the activity reruns any helpdesk workflow from the very beginning. If a critical error occurs, for example, user’s account or Q&A profile gets locked, then the Restart workflow if error occurs activity is skipped.

It is recommended to place this activity before notification activities in a workflow.

You do not need to configure any settings for this activity.

Notification Activities

All notifications are divided into two groups: user notifications and administrator notifications. Each notification group is further subdivided into success and failure notifications. So, for each workflow four notification activities are available: Email user if workflow succeeds, Email user if workflow fails, Email administrator if workflow succeeds, Email administrator if workflow fails. By using these activities you can configure email notifications that will be sent to users and specified administrators when workflows are completed successfully or fail.

 IMPORTANT: Before configuring notifications, ensure that you have configured the outgoing mail servers. To specify the SMTP server settings, use the procedure outlined in Outgoing Mail Servers .

Customizing Notifications

By default, Email user if workflow succeeds and Email user if workflow fails activities are included in every self-service and helpdesk workflow. These activities contain predefined notification templates that correspond to a workflow. For example, user notification activities in the Reset Password workflow offer templates about successful/failed password reset.

The notification templates are available in 17 languages: Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, French, German, Italian, Japanese, Korean, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish, Swedish.

By default, for each user notification activity included in the default workflow configuration 17 languages are available: English as the default language and the others as additional languages. You can also select more additional languages by clicking the Add new language link in the notification activity dialog box.

The language of notification corresponds to the language of a user’s Q&A profile. If the Q&A profile is configured in a language that is not included in the list of languages available for Password Manager email notifications, the user will receive the notification in the default language.

 IMPORTANT: Predefined notification templates in 17 languages are available for user notifications only (Email user if workflow succeeds and Email user if workflow fails activities).

You can customize email notification messages distributed by Password Manager to meet specific requirements in your organization. The notifications are sent either in plain text or as HTML.

To modify user email notifications

  1. Open the user notification activity included in the workflow.

  2. Select either to customize the e-mail template or use from general settings section. If you choose to select Use email template from general settings section, the user receives email in default template from general setting section.

  3. To customize, edit the subject and body of the notification template in the default language as required. When editing the notification template, you can use the parameters available in the notification editor, for example #USER_ACCOUNT_NAME#, #WORKFLOW_RESULT#, and others.
  4. To edit the notification message template in the available additional languages, click the language link in the Additional languages list.
  5. Click the Add new language link to select more languages for the notification message.
  6. In the Message format box, select the format to use for the notifications. You can select from two options: either HTML or Plain Text.
  7. Verify the changes you have made by sending a test message. Click the Test notification settings button and enter the email address for a test email notification and select the notification language.
  8. Click Save.
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