Configuration of user self-service notifications

Overview

User Self-Service notifications help users to enroll to the Web Portal for Self-Services. Each notification clearly explains the purpose of the e-mail and contains a link to the self-service page on the portal.

NOTE: Secure binding (HTTPS) is required to protect data transmissions between a user’s Web browser and theWeb Portal. For this reason, the Web server must have HTTPS site binding configured with an SSL certificate, and SSL Encryption must be REQUIRED. While most organizations have a wild-card SSL certificate, you can use a self-signed certificate until you can obtain a trusted certificate.

Configure the URL used for the link in Self-Service email notifications

1. Navigate to Web Portal settings.

2. Provide the base URL for the Web Server users will be directed to for the Self-Service Password & Profile Management.

NOTE: The IIS Server name URL must begin with https:// to ensure that the connection is made with SSL

3. After updating or changing the URL, click Save Changes.

Configure and Test SMTP Email settings

1. Navigate to Email settings.

2. Validate or update the SMTP settings.

3. Click Save Changes.

4. Click Send Test Mail.

A dialog box indicating the success or failure of sending a test message will appear.

Create AD Users | Self-Service Enrollment Welcome Notification Rule

1. Open the Cayosoft Administrator Console.

2. Click +NEW and select Alert.

3. Click AD Users | Self-Service Enrollment Welcome Notifications then click Next.

4. Leave the rule output set to ignore this setting then click Next.

5. Select or create a folder label where the notification rule will be stored then click Finish.

For more details, please see the AD Users | Self-Service Enrollment Welcome Notification rule article.

Create AD Users | Self-Service Enrollment Reminder Notification Rule

1. Open the Cayosoft Administrator Console.

2. Click +NEW and select Alert.

3. Click AD Users | Self-Service Enrollment Reminder Notifications then click Next.

4. Leave the rule output set to ignore this setting then click Next.

5. Select or create a folder label where the notification rule will be stored then click Finish.

For more details, please see the AD Users | Self-Service Enrollment Welcome Notification rulearticle.

Create AD Users | Send Password Expiration Notifications rule

This rule will query Active Directory then email e-mail users whose password expires in less than the specified number of days. You schedule enforcement of this rule one time a day. For more details, please see AD Users | Send Password Expiration Notification rule article.

NOTE: User accounts must also meet the following condition to be within the scope of this rule: User is Enabled, Password Never Expires is not set, Password is not already Expired and User must change password at next logon is not set.

1. Open the Cayosoft Administrator Console.

2. Click +NEW and select Alert.

3. Click AD Users | Send Password Expiration Notifications then click Next.

4. Leave the rule output set to ignore this setting then click Next.

5. Select or create a folder label where the notification rule will be stored then click Finish.