Change Auditor 7.4 - Web Client User Guide


	NOTE: If an option is disabled, this indicates that you do not have the corresponding component licensed. For example, if the SharePoint check box is disabled, you do not have a Change Auditor for SharePoint license.

Click OK to save your selection and close the dialog.

Coordinator Configuration page

The Coordinator Configuration page is displayed when Coordinator is selected from the Configuration task list in the navigation pane of the Administration Tasks page.

This page consists of the following panes:

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SMTP Configuration - for enabling and configuring email alerting and reporting.

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Group Membership Expansion - for defining the schedule for expanding nested membership of Active Directory groups that are referenced in searches (Who search criteria) or groups that are defined in the Member of Group auditing feature.

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Agent Heartbeat Check - for specifying how long the coordinator service is to wait before an agent that is not sending updates will be marked as ‘inactive’. By default, the agent will be marked inactive after 30 minutes and the coordinator service will not attempt to restart the agent service.

Table 21. Coordinator Configuration page: Tool bar buttons
Tool bar button	Description
Apply Changes	Use to save your coordinator configuration settings.
Test SMTP	Use to generate a test email based on the configuration information entered in the SMTP Configuration pane.
Test SNMP	Use to generate a test SNMP trap based on the configuration information entered in the SMTP Configuration pane.

Configure email alert notifications/reports

To dispatch configuration change alerts or reports through email (SMTP), you must enable email notification on the Coordinator Configuration page.


	NOTE: The settings set on this page are global settings and apply to all email alert notifications and reports. For alerts, you can override the reply to, alert subject, signature and body content for individual search queries using the settings on the Alert tab (Search Properties tabs). For reports, you can override the reply to address for individual search queries using the Report tab (Search Properties tabs).


	NOTE: Change Auditor sends alerts through a single SMTP (email) relay even when multiple coordinators are configured. That is, all coordinators will use the same mail server for sending alert notifications and reports.

To enable and configure email notifications/reports:

Open the Administration Tasks page.

Click Configuration.

Select Coordinator in the Configuration task list to open the Coordinator Configuration page.

On the SMTP Configuration pane, select the Enable SMTP for Alerts option to enable email alert notifications and reporting. Checking this option activates the remaining fields on this page to define the mail server to be used.

Enter the following information:

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Mail Server

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From Address


	NOTE: Use the browse button to the right of the From Address field to launch the Select Exchange Users dialog. On the Active Directory tab, use the Browse or Search page to locate and select an Active Directory user If the Exchange Host information is entered at the bottom of the SMTP Configuration pane, an Exchange tab is added to this dialog. On this tab, enter a string at least three characters long in the Find field and click Search to lookup and select an Exchange user.

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Reply To


	NOTE: Use the button to the right of the Reply To field to launch the Select Exchange Users dialog. On the Active Directory tab, use the Browse or Search page to locate and select an Active Directory user. If the Exchange Host information is entered at the bottom of the SMTP Configuration pane, an Exchange tab is added to this dialog. On this tab, enter a string at least three characters long in the Find field and click Search to lookup and select an Exchange user.

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Alert Subject


	NOTE: Use the button to the right of the Alert Subject field to insert a variable into the subject line or to reset it back to the default content.

Select the appropriate option to have the email notification/report sent in plain text format (default) or HTML format.

Optionally, click Configure Body to open the Alert Body Configuration dialog where you can define the content of the main body, the event details and the signature to be included in your alert emails. After configuring the alert body, click OK to return to the Coordinator Configuration page.


	NOTE: The Alert Body Configuration settings do not apply to email reports. To define the content (columns) to be included in a report, use the Layout tab. In addition, you can use the Report Layouts page (Administration Tasks page) to create customized report layout template(s) defining the header and footer information to be used in your reports.

If the specified mail server requires authentication, select the My Server Requires Authentication check box and enter the account credentials to be used.


	NOTE: Use the button to the right of the Account Name field to launch the Select User dialog (Directory object picker). From this dialog, use the Browse or Search page to locate and select a user.

(Optional) Enter the Exchange host information as described below:

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Exchange Host - Enter the internet host name of your Exchange mail server. Use the field to the far right of the Exchange Host field to specify the Exchange version for your Exchange host.

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Email - Enter your full email address.

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My Host Requires Authentication - Select this check box if the Exchange host requires authentication and enter the Account Name and Password used to log into your email account.


	NOTE: Use the button to the right of the Account Name field to launch the Select User dialog (Directory object picker). From this dialog, use the Browse or Search page to locate and select a user.

Configuring the Exchange host allows you to lookup email recipients using the Exchange GAL or Active Directory. That is, when you select a browse button to lookup an email recipient from the top part of the SMTP Configuration pane, Alert Custom Email dialog or Report tab, the Select Exchange User dialog appears which contains an Exchange tab where you can enter a partial name to lookup users from the Exchange GAL in addition to the Active Directory tab (directory object picker).

Click Test SMTP to test the mail server configuration.

Once the mail server configuration is verified, click Apply Changes to save the configuration.

Now that SMTP alerting/reporting is enabled and configured, you can enable email alert notifications for individual search definitions using the Alert tab (Search Properties tabs) and/or reporting for individual search definitions using the Report tab (Search Properties tabs).

Customize alert email content

In addition to the customizable fields (Reply To, Alert Subject and Signature) on the Coordinator Configuration dialog, you can use the Configure Body button to define the content to be used in the main body of your alert emails as well as the event details to be included.


	NOTE: When accessed through the Coordinator Configuration page, these settings will apply globally to all alert emails. However, if accessed through the Alert tab, these settings will apply to the selected alert only.


	NOTE: The Alert Body Configuration settings do not apply to email reports. To define the content (columns) to be included in a report, use the Layout tab. In addition, you can use the Report Layouts page (Administration Tasks page) to create customized report layout templates defining the header and footer information to be used in your reports.

To customize email content:

Click Configure Body to display the Alert Body Configuration dialog.

On the Alert Body Configuration dialog, select the appropriate option (at the bottom of the dialog) to edit either the Plain Text (default) or the HTML representation of the alert emails. Use the tabbed pages to define the content of alert emails as described below.

Table 22. Alert Body Configuration dialog

First use the other tabbed pages to enter the body content and define the event details and signature line to be included.

Open the Preview tab to view a sample email using your defined format and content.

Main Body

Enter the text to be included and define overall layout of the alert body

Rearrange the entries, remove entries, modify/add text, or add variables.

NOTE: The event details defined in the Event Details tab are placed in the Main Body pane using the following tag: %EVENT_DETAILS%. Do not remove this tag from the Main Body tab if you want to include the event details in the alert emails.

To add a variable:

Select the Show Variables check box to display the variables that can be added to the main body of your email.

Place your cursor in the location where you want to insert a variable, then double-click the variable from the variable list.

Event Details

Specify the event details to be included

Rearrange the entries, remove entries, modify/add text, or add variables.

NOTE: Do NOT modify the text surrounded by percent signs (for example, %USERNAME%). These are tags which represent actual data retrieved from the Change Auditor event that triggered the alert. See the Change Auditor User Guide for more information on these tags and the data retrieved by each.

To add a variable:

Select the Show Variables check box to display a list of the variables that can be added to the event details of your alert email.

Place your cursor in the location where you want to insert a variable, then double-click the variable from the variable list.

Signature

Define the content of the signature line to be used in alert emails

Enter the text to be used in the signature line of alert emails.

Once defined, click OK to save your settings and close the Alert Body Configuration dialog.


	NOTE: Click the Restore to Default button to revert back to the default email content and format.

Add groups to Membership Expansion list

By default, the Expand groups that are referenced in existing queries and selected groups option is selected on the group Membership Expansion pane of the Coordinator Configuration page. With the option selected, you can add groups to the Group Membership Expansion list as described below:

To add groups to Membership Expansion list:

Click Add to display the Add Groups dialog.

Use the Browse or Search page to locate and select a group to be added to this list. Once a group is selected, click Add to add it to the selection list at the bottom of the dialog.

Repeat this step to add each additional group.

Once you have selected all the groups to be added, click OK to save your selection.

The specified groups will now be listed in the Group Membership Expansion list back on the Coordinator Configuration page.

Back on the Coordinator Configuration page, click Apply Changes to apply your changes regarding group membership expansion.

Disconnect client after 30 minutes of inactivity

Enabling this option will disconnect clients from the coordinator after 30 minutes of inactivity. If this is not selected, the option to disconnect after 30 minutes of inactivity can be selected by users when they log on to the client.