Rule description
This rule queries Active Directory within the defined scope, returns all user accounts, identifies those who have not enrolled, and sends them an enrollment welcome notification email.
When to use this rule
Use this rule to invite users to the Cayosoft Self-Service.
Users can enroll in the Cayosoft Self-Service by selecting their favorite questions from a list of provided samples and answering the chosen questions. The user can also define his own set of questions. For details, please see Enrolling your account for the Self-Service article.
The rule queries Active Directory and then determines the user enrollment status by checking if specific self-service attributes have been populated on that user account. The rule sends a Welcome email to users who have not enrolled and have not been previously targeted with this Welcome email.
The number of new users to receive a Welcome email can be limited for each run, to reduce the potential load on a Help Desk. Another rule - AD Users | Self-Service Enrollment Reminder Notification - can be used to send a reminder email to invited users who have not yet enrolled.
The Self-Service Web Interface URL is defined in the Administrator Console under Configuration > General > Web Interface Settings.
You should delegate users the required set of permissions to enroll and use the Self-Service interface. You also should define end-user questions and set a data encryption password. See Delegate access to Self-Service Password & Profile management and Сonfiguration of Self-Service password & profile management articles.
Rule Settings
Query Section
| Setting name | Description |
|---|---|
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Limit scope to this domain or OU |
This setting defines the search query scope. To improve query performance, limit the scope to specific OU.
Important: To test rule configuration, limit the rule scope to an OU that contains test accounts or objects.
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AD query criteria |
Query criteria are sent with the query and may improve query performance.
Tip: For different samples on the criteria builder, see KB20180410-1.
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Filter AD query results |
To hide unwanted data based on criteria, not supported by Active Directory query, set the filtering conditions here. Example: filter by the found object Distinguished Name. Tip: The rule queries the number of users specified in the Limit setting and then applies the post-filter only to these users. For optimal performance and proper search results, use the Query criteria above to filter objects whenever possible. |
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Limit new user invites |
Limit the number of new users invited for enrollment on each run, for example daily.
Tip: A certain percentage of users would have questions about the Self-Service interface. Such users might start escalating these questions to the Help Desk, causing a spike in the volume of support calls. Use this parameter to manage the impact on the user base and regulate the potential amount of Help Desk calls.
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| More options | |
| Returned properties | To display additional properties for each object found by the query, add those properties to the list. |
| Sort by | Sort result objects list. |
Action Section
| Setting name | Description |
|---|---|
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To User |
Email can be sent to Use the AD User Object's mail address or to Default Notify & Alert Email Address - usually, this is the administrator's email address. |
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CC, BCC |
Address to send a copy of the email. |
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From |
Users can receive emails from a default SMTP address or a Default Notify & Alert Email Address |
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Subject |
Email Subject.
Tip: It is possible to customize email subject by using different tokens, see Customizing an automation rule or web action output email – Cayosoft Help Center.
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Message |
Message text
Tip: It is possible to customize email messages by using different tokens, see Customizing an automation rule or web action output email – Cayosoft Help Center.
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Limit the number of emails sent per minute |
This setting is an integer value that represents the number of emails sent per minute by this rule. To change the default value, navigate to Home > Configuration > Settings > Email Settings (SMTP). The default limit for Office 365 SMTP gate is 30 emails per minute. |
Output Section
Each user, who didn't enroll in Self-Service, will receive a notification email.
Administrators can get reports on user accounts, to whom Self-Service enrollment welcome notification was sent.
To get more information about this section, please see the Output section article.
Enforce/Schedule section
This section defines the schedule for how often the e-mail message is sent to the recipients, specified in the query section of this rule.
To get more information about this section, please see the Enforce/Schedule section article.
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