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Importing Templates Into Designer

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Importing Templates Into Designer

In order to work on an e-mail notification template that is located in the Identity Vault but not in 
your Designer project, you must import the template into the Designer project. Likewise, to copy a 
template from one Designer project to another, you must save it from the first project and import it 
into the second project. The following sections explain how to accomplish each of these tasks:

Š

Section 5.1, “Importing a Template from the Identity Vault,” on page 25

Š

Section 5.2, “Importing a Template from another Designer Project,” on page 25

5.1  Importing a Template from the Identity Vault

The following situations can result in templates being located in your Identity Vault but not in your 
Designer project:

Š

iManager is used to modify a predefined template or create a new template.

Š

A template is created or modified in one Designer project and deployed to the Identity Vault. 
You now need it in another Designer project.

To import a template from the Identity Vault into a Designer project:

1

In Designer, open the project into which you want to import the template.

2

In the Outline view, right-click

 Default Notification Collection

, then click 

Live

 > 

Import

 to 

display the 

Import from Identity Vault

 dialog box.

3

Click 

Browse

, select the template to import, then click 

OK

 to add the template to the list of 

objects to import in the 

Import from Identity Vault

 dialog box. 

4

Click 

Continue

 to display the Import Summary dialog box.

5

Click 

Import

, then click 

OK

 when the import results are displayed.

5.2  Importing a Template from another Designer 

Project

If you create or edit a template in one Designer project, you can import it to another Designer 
project.

1

In Designer, open the source project. This is the project with the template you want to copy.

2

Save the template to a file:

2a

In the Outline view, locate and expand the

 Default Notification Collection

, right-click the 

template, the click 

Save As

 to display the 

Save As

 dialog box.

2b

Select the folder where you want to save the template file, then click 

Save

.

3

Import the template file into the target project:

3a

Open the target project.

3b

In the Outline view, right-click the 

Default Notification Collection

, then click 

Import 

Template from File

.

Summary of Contents for IDENTITY MANAGER 3.6.1 - E-MAIL

Page 1: ...Novell www novell com novdocx en 13 May 2009 AUTHORIZED DOCUMENTATION Identity Manager 3 6 1 E Mail Notification Guide Identity Manager 3 6 1 June 05 2009 E Mail Notification Guide...

Page 2: ...port to entities on the current U S export exclusion lists or to any embargoed or terrorist countries as specified in the U S export laws You agree to not use deliverables for prohibited nuclear missi...

Page 3: ...Trademarks For Novell trademarks see the Novell Trademark and Service Mark list http www novell com company legal trademarks tmlist html Third Party Materials All third party trademarks are the proper...

Page 4: ...4 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 5: ...mplates 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 Edit...

Page 6: ...6 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 7: ...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 Identit...

Page 8: ...8 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 9: ...il 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...

Page 10: ...ion 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 cus...

Page 11: ...to send the e mail Section 2 1 Designating an E Mail Server in Designer on page 11 Section 2 2 Designating an E Mail Server in iManager on page 12 2 1 Designating an E Mail Server in Designer 1 Open y...

Page 12: ...example Forgotten Password e mail notifications can be sent by using the authentication information you specify here However notification e mails for Identity Manager Password Synchronization require...

Page 13: ...tion information is specified here you might also need to specify it separately for the application that is sending the notification e mails For example Forgotten Password e mail notifications can be...

Page 14: ...14 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 15: ...y are used Section 3 1 1 Forgotten Password on page 15 Section 3 1 2 Password Synchronization on page 15 Section 3 1 3 Workflow Provisioning on page 16 Section 3 1 4 Jobs on page 17 3 1 1 Forgotten Pa...

Page 16: ...tion that the workflow process for an attestation request is completed Attestation Notification Notification that new compliance activity is submitted that requires attention Availability Notification...

Page 17: ...ion right click Default Notification Collection then click Add Default Templates 4 Double click the template you want to edit 5 In the Send As field select whether to send the e mail in HTML format or...

Page 18: ...to insert the token select the token in the Tokens list then click Insert For information about adding new tokens see Appendix A Tokens and Replacement Tags on page 29 To preview the message click th...

Page 19: ...insert the tag then press Ctrl V You can also simply type the tag in the message text For information about adding new tokens see Appendix A Tokens and Replacement Tags on page 29 6 In the Message bo...

Page 20: ...20 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 21: ...page 21 Section 4 2 Creating a Template in iManager on page 22 4 1 Creating a Template in Designer 1 Open your project 2 In the Outline view right click Default Notification Collection click New Templ...

Page 22: ...n the Tokens list then click Insert For information about adding new tokens see Appendix A Tokens and Replacement Tags on page 29 To preview the message click the Preview icon 8 Click OK to save the t...

Page 23: ...tag in the message text For information about adding new tokens see Appendix A Tokens and Replacement Tags on page 29 6 In the Message box type the message you want Use HTML markup with the text you e...

Page 24: ...24 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 25: ...e Identity Vault into a Designer project 1 In Designer open the project into which you want to import the template 2 In the Outline view right click Default Notification Collection then click Live Imp...

Page 26: ...d it to the project If a template with the same name already exists you are prompted to overwrite it Another way to copy the template is to deploy it from the source project into the Identity Vault an...

Page 27: ...d Synchronization Templates See Configuring E Mail Notification in the Identity Manager 3 6 1 Password Management Guide Workflow Provisioning Templates See Managing Provisioning Workflows http www nov...

Page 28: ...28 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

Page 29: ...applications This is true of any application that you create for use with Identity Manager Tokens Defined in Policies More than likely you ll add driver policies with rules that initiate e mail notifi...

Page 30: ...30 Identity Manager 3 6 1 E Mail Notification Guide novdocx en 13 May 2009...

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