Skip to main content

Editing email content

Default email message text is controlled by the Bravura Security Fabric . You can:

  • Use the Manage the system (PSA) module to customize workflow email content

  • Edit custom KVGroup files to modify any message subject and content, or prevent Bravura Security Fabric from sending specific types of email

Customize workflow email using the Manage the system (PSA) module

The Email customization page provides easy access to workflow email language macros so that you can customize them without manually modifying any KVGroup files.

To customize workflow email macros using the Email customization page:

  1. Click Manage the system > Workflow > Email customization.

  2. Select values in at least one category of Type, Status, or Participant.

    You can search all values in a category by leaving it set to "(Select one)".

    The values are described in table below.

  3. Click Select.

    If the values you selected match any email macros, they are displayed below. The workflow email tag names use the following format: EM_WORKFLOW_<type>_<status>_<participant>_*. If there are no matches found, modify the category values and Select again.

    Each macro has a Default and Custom value. The Default value cannot be modified.

  4. Enable the Custom field and type values as required.

    You can copy and paste values from the Default field.

  5. Enable the Generate skin checkbox, at the bottom of the table, if you want to generate the Bravura Security Fabric skins now.

  6. Click Update.

    If you choose to generate the skin, your customizations are written to the <lang>-<locale>-errmsg.kvg file in the \<instance>\design\custom\ directory, for the language currently displayed in the browser.

Table 1. Email customization categories

Option

Description

Type

CERT

Certifier

CICO

Check-in / check-out of privileged accounts

DELEG

Delegation

IMPL

Implementers

INV

Inventory

MULTI

Matches macros set to MULTI, which are used to match multiple types

ORG

Org Manager

PASSWORD

Passwords

REQ

Requests

RESOURCE

Bravura Privilege managed systems

SMON

Recorded sessions

Status

FINAL

Processed

INITIAL

Request initiated

MULTI

Matches macros set to MULTI, which are used to match multiple statuses

ONHOLD

On-hold pending administrator intervention

PROCESSING

Approved, performing requested operations

REMINDER

Reminder

THANKYOU

Thank you

Participant

ADMIN

Administrators, while not actual participants, are notified in cases where an error occurs and email is sent to them so they can correct the issue. These administrators are defined by the RECIPIENT EMAIL system variable.

AUTHORIZER

Authorizers, including delegated authorizers

MULTI

Matches macros set to MULTI, which are used to match multiple participants

RECIPIENT

Recipient

REQUESTER

Requester



Undo workflow email customizations

To reverse a customization to a workflow email and return the message to its default value:

  1. Locate the appropriate macro, as described in Customizing workflow email using the Manage the system (PSA) module .

  2. Enable the Default field.

  3. Enable the Generate skin checkbox, at the bottom of the table, if you want to generate the Bravura Security Fabric skins now.

  4. Click Update.

    If you choose to generate the skin, your customizations are deleted from the appropriate <lang>-<locale>-errmsg.kvg file in the \<instance>\design\custom\ directory.

Edit KVGroup files to customize messages

You can edit custom KVGroup files to customize any email message.

Message content

Like GUI message text, the content of email messages is defined in <lang>-<locale>-errmsg.kvg. To change the content of a message, follow the procedure outlined in Altering text by editing KVG files to create a custom <lang>-<locale>-errmsg.kvg file. Generally, email subject tags include _SUBJECT_, and corresponding body text tags include _CONTENT_ .

If more information is required in email messages, then the following substitutions are available:

  • %RECIPIENT_<attrid>% – the recipient of the request

  • %REQUESTER_<attrid>% – the requester of the request

  • %EMAIL_RECIPIENT_<attrid>% – the recipient of the email; the "To:".

Preventing email from being sent

You can prevent Bravura Security Fabric from sending specific types of emails by adding the appropriate tag, with no content, to your custom <lang>-<locale>-errmsg.kvg file. Finding where to edit shows you how to locate the appropriate tag.

For example, to prevent Bravura Security Fabric from sending "Thank-you" emails to reviewers after a certification campaign has been reviewed:

  1. Open the en-us-errmsg.kvg file.

  2. Retrieve this tag:

    "EM_WORKFLOW_CERT_THANKYOU_AUTHORIZER_THANKYOU_CONTENT_PRIMARY_ACTOR" "" =  
 {  
   "text" = "EM_CERT_THANKYOU_CONTENT"  
  }

  3. Empty the text:

    "EM_WORKFLOW_CERT_THANKYOU_AUTHORIZER_THANKYOU_CONTENT_PRIMARY_ACTOR" "" =  
 {  
   "text" = ""  
  }

  4. Stop the Workflow Manager Service (idwfm).

  5. Generate the skin files; for example:

    make.bat default en-us
make.bat install default en-us

  6. Start the Workflow Manager Service.

In this section: