9.1 Configuring Email-based Approvals

As an administrator, you can configure the identity applications to send an email that notifies users that they have a pending task to approve or reject a permission request.

NOTE:Before enabling email-based approvals, ensure that you have configured the provisioning request definitions (PRDs) to support notifications and (optional) digital signatures. Also, configure the outgoing mail server. For more information, see the NetIQ Identity Manager - Design Guide to the Identity Applications.

  • Server Type

    Specifies the type of server that you want to use for the incoming email notifications.

    If you select IMAP, you must also specify a value for Folder.

  • Host

    Specifies the name or IP address of the incoming mail server.

    NOTE:Authentication does not apply to the outgoing mail server. Identity Manager does not support two-way authentication.

  • Email

    Specifies the email address that receives the reply messages from users responsible for reviewing permissions requests.

    If the notification includes action links for approving or denying a request, Identity Manager automatically populates the To: field. Otherwise, users must specify valid email address in this field.

  • Authentication Required

    Specifies whether the incoming mail server requires authentication.

    If you enable this setting, you must also specify values for the following parameters:

    User ID

    Specifies the account required for server authentication.

    The account for the incoming mail server should be unique and thus not duplicate an account that might receive the email notifications.

    Password

    Specifies the password for the account.

  • Folder

    Required for an IMAP server

    Specifies the folder in the email system where you want to store the email notifications.

    The default folder is INBOX. For POP3 servers, you cannot change the folder name.

  • Enable SSL

    Specifies whether you want to use Secure Sockets Layer (SSL) protocol for authentication.

  • Use default port

    Specifies whether the email process uses the default port for the mail server. Otherwise, specify the port number you want to use to connect to the incoming mail server.

  • Polling Interval

    Specifies how often you want to poll the incoming mail server for task notifications.

  • Token Expiration

    Specifies the amount of time that each email-based approval will remain in effect.

    After the token expires, the email recipient cannot use that notification to approve or deny the task.

  • Cleanup Interval

    Specifies the interval after which the server can clear expired tokens from the database.

  • Email Content Options

    Specifies the type of information that you want to include in the notification:

    Exclude action links

    The notification does not include the action links that users can select to approve or deny the request.

    To act on the request, users can reply to the email, then add the appropriate keyword, such as Approve, to the Subject. Alternatively, they can log in to the identity applications to complete the task.

    Include action links without digital signature

    The notification includes the action links that users can select to approve or deny the request. The email does not require a digital ID for authenticating the message content.

    Include action links with digital signature

    The notification includes the action links that users can select to approve or deny the request. It also requires a digital ID for authenticating the message content.

  • Approve and Reject

    Specifies the terminology for the links in the email that users select to approve or deny the request.

    You can also modify these terms for all supported languages.

  • Success and Failure

    Specifies the email templates that you want to use for indicating the results of users’ actions.

    Success notifications occur after the user successfully approves or denies a task. The softwaresends a Failure notification when an error occurs in the approval process.

  • Enable Socks Proxy

    Specifies whether you want to use a proxy server to process the approval emails. If not enabled, the server connects directly to the specified Inbox.

    If you enable this setting, you must also specify values for the following parameters:

    Proxy Host

    Specifies the name or IP address of the proxy mail server.

    Proxy Port

    Specifies the port that you want to use for incoming mail to the proxy server.

    Authentication Required

    Specifies whether the proxy server requires authentication for incoming mail.

    If you enable this setting, you must also specify a valid userID and password for the proxy server.

To configure email approvals, select Administration > Email-based approval. For more information about this software product, see the NetIQ Identity Manager documentation.