NOTE: The settings set on this page are global settings and apply to all alert/report emails. 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 To and Reply addresses, specify carbon copy (Cc and Bcc) recipients, and modify the subject line for individual search queries using the Report tab (Search Properties tabs). |
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Open the Administration Tasks page and click Configuration at the bottom of the navigation pane (left pane). |
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Select Coordinator in the Configuration task list to open the Coordinator Configuration page. |
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Enter the email address from which alert notifications and reports are to originate.
This dialog is displayed when an Exchange host is defined in the Coordinator Configuration page. | |||||||||||||
Enter the address where replies to alert/report emails are to be sent.
This dialog is displayed when an Exchange host is defined in the Coordinator Configuration page. | |||||||||||||
Change Auditor %Alert_Type% from %Alert_Coordinator_Name%: %Alert_Name% %Alert_Type% is either ‘Alert’ or ‘Smart Alert’
%Alert_Coordinator_Name% is the name of the coordinator generating the alert
%Alert_Name% is the name of the alert that fired
Click the browse button to select the variables to insert into the subject line or to reset it back to the default content. Expand the Insert Variable option to insert one or more of the following variables into the subject line:
Select Restore To Default to reset the subject line back to the default content. That is, remove any variables that were inserted. | |||||||||||||
Select this option to have the email notification sent in plain text format. (Default) | |||||||||||||
Select this option to have the email notification sent in HTML format. | |||||||||||||
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 tab) to create customized report layout template(s) defining the header and footer information to be used in your reports. | |||||||||||||
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Click Test Mail to test the configuration. |
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Once the email server configuration is verified, click Apply Changes to save the configuration. |
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: 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 tab) to create customized report layout templates defining the header and footer information to be used in your reports. |
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Click Configure Body to display the Alert Body Configuration dialog. |
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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. |
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Use the Main Body tab to enter the text to be included and define the overall layout of the alert body. |
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Select the Show Variables check box to display the variables that can be added to the main body of your email. |
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Use the Event Details tab to specify the event details to be included. That is, you can rearrange the entries, remove entries, or modify text, etc. |
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Select the Show Variables check box to display a list of the variable that can be added to the event details of your alert email. |
NOTE: Do not modify the blue text surrounded by percent signs (such as %USERNAME%). These are tags which represent actual data retrieved from the Change Auditor event that triggered the alert. See Change Auditor Email Tags for more information on these tags and the data retrieved by each. |
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Use the Signature tab to define the content of the signature line to be used in alert emails. |
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After you have entered the body content and defined the event details and signature line to be included, select the Preview tab to view a sample email using your defined format and content. |
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Once defined, click OK to save your settings and close the Alert Body Configuration dialog. |
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Open the Administration Tasks page and click Configuration. |
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Select Coordinator in the Configuration task list to open the Coordinator Configuration page. |
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Under Shared Folder Configuration, select Enable Shared Folder for Reporting. Checking this option activates the remaining fields on this page to define the account credentials and folder to use. |
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Select a shared folder to use as the default when users select to enable reporting for a search. Select Test access to ensure that the folder exists and the specified account has permissions to write to it. |
Use the following options to define group membership expansion behavior:
Select one of the following options to define how you want to expand groups:
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The Group Membership Expansion list box is only available when the Expand groups that are referenced in existing queries and selected groups option is selected and displays a list of the groups to be expanded. Use Add to add groups to this list box and Remove to remove groups from the list box. | |||||||
See Directory object picker for a description of the Browse, Search and Options pages. Note that the Find field on this dialog will display Group and cannot be changed. | |||||||
Use to remove the selected group from the group membership expansion list. | |||||||
Refresh group membership every nnn minutes |
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Refresh the list of expanded groups every nnn minutes |
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Use to reset the fresh frequency settings back to the factory defaults. |
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