Since we haven't had any LEM discussions yet, I thought I'd post a quick how-to on setting up custom notifications. There's a couple of really common use cases for going beyond the out of the box Log & Event Manager users and email templates:
First of all, you'll want to set up users for anyone who needs to receive notifications. We see a lot of common ways this is done:
To set up users, go to Build > Users. Click the + button on the top right, then fill in the information at the bottom - if you're creating a Contact user, you don't need to enter a password. Add email addresses to the user by clicking the + button under "Contact Information" and click the nearby Save button. When you're done, click the bottom-most Save button.
Whew, now that we've got the boring stuff out of the way, let's talk templates. Email templates let you customize the appearance of email notifications when they are triggered as responses in your Rules. An email template is actually two components:
For example, if I'm creating an Account Lockout template that will notify me when someone's account gets locked out (or automatically file a trouble ticket so the Helpdesk can take care of it), I'll want to fill in some static text that describes the event (say, "Account Locked!") and then use the dynamic text to describe the account that got filled out from the original event (say, the username and computer or domain controller they were locked out on). Generally, I create templates that are specific to a "type" of event that I'm looking for - that keeps me from having one email template per rule, which can get out of hand. For example, I have one template for "Account Modification" that can be used to tell me when a user is added/removed from a group, their password is reset, or other details are changed. There's no limit to the number you can have, so do whatever works for you.
To create a new email template, go to Build > Groups. Click the + button at the top, and choose Email Template.
Still with me? Good. Let's go use that fancy new template over in our rules. Head over to Build>Rules and create a rule for your template by clicking the + button and building out your rule logic, OR if you're following my Account Lockout example, you can clone our out of the box NATO5 rule by navigating to NATO5 Rules > Change Management > Windows/Active Directory > Users. To clone, select the User Account Lockout (Updated) rule and go to the left side/rule's Gear and click Clone; select a folder from your Custom Rules folder and click OK. When you clone, the rule automatically opens for you - handy!
To associate your template with the rule, you'll need to add or edit a Send Email Message Action.
At this point, your rule is active, your template's all set up, and you're ready to go. Next time your rule fires, you should have an email (well, someone should!) that matches the format you've specified above.
This is a topic we cover in our Rules and Actions training session (in more depth), but it's not something you do every day which makes it super easy to forget until you really need it. 🙂
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