Rule description
This rule queries Active Directory within the defined scope, returns all user accounts, then optionally identifies who has been invited to the Self-Service interface with the Welcome email, and who did not enroll, and sends them an enrollment reminder notification email.
When to use this rule
Use this rule to remind users to enroll in Cayosoft Self-Service, after a Welcome message is sent with the AD Users | Self-Service Enrollment Welcome Notification rule. Also, use this rule to remind all users to enroll.
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. Then, the rule sends a reminder email to those users, with an option to send the reminder to all such users or only to those who were previously invited to the Self-Service with the Welcome email.
It is possible to set the number of days to wait for the user to enroll after the user receives an initial Welcome email message. It is also possible to define the number of reminder emails for the user.
The number of new users to receive a reminder message can be limited for each run, to reduce the potential load on the Help Desk.
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
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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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Send first reminder in these amount of days after welcome message | An integer value that represents the number of days to wait for the user to complete enrollment after a Welcome message is sent to the user. |
Send reminder to | It is possible to send the reminder notification to users who already received a Welcome message and have not enrolled, or to all users who have not enrolled. |
Number of reminder emails for user | This is an integer value that represents the number of reminder emails. |
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 the user whose password is about to expire or to Default Notify & Alert Email Address - usually, this is the administrator's email address. |
CC, BCC |
Email address where the copy will be sent. |
From |
Users can receive emails from the default SMTP address or the Default Notify & Alert Email Address |
Subject |
Email subject text.
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 subject 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 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 SelfService, will receive a notification email.
Administrators can get reports on user accounts, to whom SelfService 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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