Novell IDENTITY MANAGER 3.6.1 - E-MAIL User manual

Novell®
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AUTHORIZED DOCUMENTATION
Identity Manager 3.6.1 E-Mail Notification Guide
Identity Manager
3.6.1
June 05, 2009
E-Mail Notification Guide

novdocx (en) 13 May 2009
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Contents 5
Contents
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About This Guide 7
1Overview 9
1.1 System E-Mail Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.2 Custom E-Mail Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.3 Default Notification Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2 Designating an E-Mail Server 11
2.1 Designating an E-Mail Server in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.2 Designating an E-Mail Server in iManager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3 Editing Predefined Templates 15
3.1 List of Predefined Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.1.1 Forgotten Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.1.2 Password Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3.1.3 Workflow Provisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.1.4 Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.2 Editing a Template in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.3 Editing a Template in iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
4 Creating Templates 21
4.1 Creating a Template in Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.2 Creating a Template in iManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5 Importing Templates Into Designer 25
5.1 Importing a Template from the Identity Vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
5.2 Importing a Template from another Designer Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
6 Using Templates 27
A Tokens and Replacement Tags 29

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About This Guide 7
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About This Guide
This guide explains how to configure your Identity Manager system to send e-mail notifications to
administrators and users when certain events occur. The guide is organized as follows:
Chapter 1, “Overview,” on page 9
Chapter 2, “Designating an E-Mail Server,” on page 11
Chapter 3, “Editing Predefined Templates,” on page 15
Chapter 4, “Creating Templates,” on page 21
Chapter 5, “Importing Templates Into Designer,” on page 25
Chapter 6, “Using Templates,” on page 27
Appendix A, “Tokens and Replacement Tags,” on page 29
Audience
This guide is intended for Identity Manager administrators.
Documentation Updates
For the most recent version of this document, see the Identity Manager Documentation Web site
(http://www.novell.com/documentation/idm36/index.html).
Additional Documentation
For documentation on other Identity Manager drivers, see the Identity Manager Drivers Web site
(http://www.novell.com/documentation/idm36drivers/index.html).
Documentation Conventions
In Novell®documentation, a greater-than symbol (>) is used to separate actions within a step and
items in a cross-reference path.
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trademark.
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other platforms, the pathname is presented with a backslash. Users of platforms that require a
forward slash, such as Linux* or UNIX*, should use forward slashes as required by your software.

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Overview
1
9
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1
Overview
Novell®Identity Manager includes the ability to send e-mail notifications to designated recipients
whenever certain actions occur. The following sections provide the conceptual information needed
to understand and complete the tasks associated with using e-mail notifications.
Section 1.1, “System E-Mail Notifications,” on page 9
Section 1.2, “Custom E-Mail Notifications,” on page 9
Section 1.3, “Default Notification Collection,” on page 10
1.1 System E-Mail Notifications
Identity Manager includes functionality, such as password management, jobs, and workflow
provisioning, that can utilize e-mail messages to notify administrators or users of actions or results
that have taken place. For example, e-mail messages can be sent to:
Notify a user who has reset his or her password that the action failed.
Provide a password to a user who has used the Forgotten Password feature to request the
password.
Notify you, or another administrator, of the results of an Identity Manager job that has just run.
Inform a manager, or another approver, that a provisioning request awaits his or her approval.
In order to customize these e-mail messages to provide information specific to the action that has
taken place, Identity Manager uses a set of predefined e-mail notification templates. For example,
there is an e-mail template for when a user forgets his or her password, and another template for
when a manager needs to approve a user’s request for access to a resource.
In most cases, the system functionality (password management, jobs, and so forth) must be
configured to use e-mail notifications, and the text in the e-mail templates must be modified to fit
your environment and need. Instructions are provided in Chapter 3, “Editing Predefined Templates,”
on page 15.
1.2 Custom E-Mail Notifications
Identity Manager enables you to send e-mail notifications through actions you define in policies. For
example, if you use the Active Directory* driver to create Microsoft* Exchange mailboxes in Active
Directory, you can include an action in the Active Directory driver policy that sends an e-mail to the
user when his or her mailbox has been created.
Policies include two e-mail notification actions: Send Email and Send Email from Template. The
Send Email action includes the e-mail information in the action while the Send Email from Template
action references a custom e-mail notification template that you create. For information about
creating templates, see Chapter 4, “Creating Templates,” on page 21,

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1.3 Default Notification Collection
The Default Notification Collection is an Identity Vault object that contains a set of e-mail
notification templates and an SMTP server that is used when sending e-mails generated from the
templates.
The predefined e-mail notification templates are included in the Default Notification Collection.
Any custom templates that you create are also added to the collection. You must define the SMTP
server that you want associated with the collection. For more information, see Chapter 2,
“Designating an E-Mail Server,” on page 11.