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E-Mail Expiration Reminders

E-Mail Expiration Reminders

Tags: user interface

Problem

You have an installation of PortalGuard and are interested in having PortalGuard automatically send reminder emails to users whose passwords are due to expire soon.


Solution

PortalGuard has the ability to send out automatic e-mail reminders to enrolled users whose passwords are due to expire. This feature is not enabled by default. To enable this feature, follow the steps outlined below:

1. Login to the PortalGuard server as an administrative user.

2. From the PortalGuard root folder (default: C:\Program Files\PistolStar\PortalGuard), open the “bin” folder and launch “Email_Expiration_Reminders.exe”.

3. Configure the settings as you see fit and save them. Moving the mouse cursor over each field label will show context-sensitive help. The configuration file will be created in “PortalGuard\Policies\Scheduled\Email_Expiration_Reminders.xml”.

4. As per the NOTE above, restart the PortalGuard server at the operating system level.

5. The next step is to schedule the process to run each day. Launch the built-in Task Scheduler in Windows, installing the appropriate OS features if needed.

6. In the right-hand Actions list, choose “Create Basic Task”

7. Enter a Name and Description for the task, e.g. “PortalGuard - Expiration Reminder Emails”

8. Select the “Daily” trigger option

9. Choose an early morning time and have it recur every one (1) day

10. The Action should “Start a program”

11. Browse to the “PortalGuard\bin” folder and choose the “Email_Expiration_Reminders.exe” file

12. Choose Finish on the next dialog to complete the task.

13. The last step is to change the identity under which the scheduled process will run. In the left hand tree, click “Task Scheduler Library” and the scheduled tasks should appear in the middle frame. Click the newly created “PortalGuard” task and then click “Properties” in the right-hand Actions frame.

14. Click the “Change User or Group…” button and specify the “SYSTEM” account so the process will run under the Local System account. The image below shows the dialog after this change.

15. Click OK to save the change

The process should now run each day automatically. The History tab of the Windows Task Scheduler can be used to see if there were any errors launching the process. The configuration in step #3 also specifies a Runtime Log Level that can be used to troubleshoot what happened internally during the actual run of the process. A new runtime log file will be created for each day. These logs are created in the “PortalGuard\Logs\Scheduled” folder.

HINT: Windows scheduled tasks can also be run on demand from the Task Scheduler application to expedite the testing of any changes to the email template.

Page last modified on February 15, 2016, at 10:22 AM