Creating an e-mail action

Compliance actions can be remedial (invoking a commandset in ITNCM - Base) or informational (e-mail) by nature. Use this procedure to create an e-mail compliance action.

Before you begin

It is simple for a user to copy an existing action, and modify some of its components in order to create a new action.

Use the Create an Action window of the User Interface to create a new e-mail compliance action.

About this task

Follow these steps to create a new e-mail compliance action.

Procedure

  1. Select Create->Action.

    The Create an Action window displays. Mandatory fields are denoted by an asterisk (*).

  2. Use the following descriptions as a guide to entering the appropriate information in the Create an Action window.
    Name
    Name chosen to identify the compliance action. The maximum number of characters for the name is 255. This is a mandatory field.
    Description
    Brief narrative attached to the compliance action to be created that explains its function and use. The maximum number of characters is 4000.
    Revision
    This number is automatically assigned and initially given a value of 1. Each time the compliance action is edited, the revision number increments by 1. This is for versioning control.
    Select Extraction Type
    Radio buttons that allow you to create the following types of compliance actions:
    Radio button Description

    E-Mail Template

    Select this option to create a compliance action using an e-mail template. Selecting this option causes the Create The Action window to display the e-mail template fields. The e-mail template provides you with the flexibility to construct a comprehensive message detailing the cause of a compliance violation.

    Remedial Action

    Select this option to create a compliance action using a remedial action. Selecting this option causes the Create The Action window to display the remedial action fields. The remedial action executes a commandset against device configurations, and brings the device back into compliance.
    Prev
    Go to previous selection.
    Next
    Go to next selection.
    Finish
    Finish current activity.
    Cancel
    Cancel current activity without saving.
    Email
    Enter the E-mail address(es) of the recipient. Use a semicolon ( ; ) to separate the names.
  3. Select the E-Mail Template radio button, and then click Next.

    The Create The Action (e-mail template) window displays.

  4. Use the following descriptions as a guide to entering the appropriate information in the Create The Action (e-mail template) window.
    E-mail Header
    Specifies the section of the e-mail template where you specify e-mail header information.
    To:
    Enter the e-mail address or addresses of the recipients for this e-mail compliance action.
    Cc:
    Enter the e-mail address or addresses of the recipients who should be copied on this e-mail compliance action.
    Bcc:
    Enter the e-mail address or addresses of the recipients who should be silently copied on this e-mail compliance action.
    Subject
    Enter a brief description for the subject of this e-mail compliance action.
    E-mail Body
    Enter any free text to describe this e-mail compliance action.
    Prev
    Go to previous selection.
    Next
    Go to next selection.
    Finish
    Finish current activity.
    Cancel
    Cancel current activity without saving.
  5. Click Next to continue.

    The Choose a Save Location window displays.

  6. Navigate through the tree structure, and choose the location to which you want to save the newly created compliance action. Otherwise, it is possible to create a new folder from this window, if required.
  7. Click Finish to complete the creation of the compliance action.

What to do next

You can create another e-mail compliance action by following the instructions in this procedure.