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How to Select an Email Notification Method

The following table summarizes the differences between email notification policies and the email templates:

Activity

Email Management Tasks

Email Templates

Configuring email notifications

Administrators use admin tasks in the User Console to create, modify, view, and delete email notifications.

Administrators modify default templates in the CA IdentityMinder Administrative Tools.

Configuring when emails are sent

CA IdentityMinder can generate email notifications when certain events or tasks occur. The email management tasks and the email templates support the same events and tasks, however, the email management tasks provide more granularity in some cases.

Email notifications are supported for the following tasks and events:

  • An event requiring approval or rejection by a workflow approver is pending
  • Note: If you have a Workpoint approval process that has more than one approval activity, the email notification configured using the email management tasks sends a notification for each activity. If you use the email templates for the same notification, only one email is sent to approvers (when the event reaches the pending state).
  • An approver approves an event or task
  • An approver rejects an event or task
  • An event or task starts, fails, or completes
  • A user is created or modified

Adding dynamic content to emails

Administrators add dynamic content to the body of an email message by selecting from a list of options in the Content tab of the Create Email or Modify Email tasks. CA IdentityMinder automatically populates the dynamic content based on information in the event ot task that triggers the notification.

Administrators use the Email Template API to customize the default email templates, which are used to generate email notifications.

Supporting existing email notifications

Email notifications that are configured using the email management tasks are based on Policy Xpress policies. If you upgraded from CA IdentityMinder Option Pack 1 to CA IdentityMinder 12.6.2, the email notifications that you configured in Policy Xpress will continue to work. However, you manage those email notifications using the email management tasks, instead of Policy Xpress.

Email notifications that you created using the email template method in previous versions of CA IdentityMinder will continue to work in CA IdentityMinder 12.6.2.