Preparing for a Certification Campaign

Before starting a certification campaign, ensure the following prerequisites are met:

  • The workflow for creating and monitoring certification campaigns is active.

  • The workflow runs on exactly one Java-based server.

  • The general email service is configured.

Configuration Steps

1. Configure the Email Service

The Certification Campaign Controller workflow uses the central SendMail workflow to send emails via SMTP.

To enable this service:

  1. Navigate to Provisioning → Workflows → Services → SMTP.

  2. Provide correct values for:

    • SMTP host

    • Port (external SMTP server)

  3. Check the Map mail address field:

    • For production, ensure it is blank.

    • Do not contain the text dummy (this disables the SMTP workflow).

  4. If sending encrypted emails:

    • Enable Encrypt Email.

    • Decide on the Send on Encryption Failure flag.

      For detailed instructions, consult the context-sensitive help.

2. Configure the Certificate Service

If you plan to send encrypted emails via the SendMail workflow:

  1. Define IP Address and Port if retrieving user certificates from an external LDAP directory.

  2. If certificates are stored in the Provisioning View user tree:

    • Leave IP Address empty.

  3. Provide values for:

    • Search Parameter fields

    • Refresh Interval for the internal certificate table

      Refer to the context-sensitive help for more details.

3. Configure the Resource Family

The Certification Campaign Controller workflow requires the resource family CertificationCampaign to run on a Java-based server.

To configure:

  1. Navigate to Connectivity → Expert View → Configuration → Java Servers → yourdomain → yourdomain - yourhost .

  2. In the Resource Families tab:

    • Move CertificationCampaign from Available to Selected.

    • Set Thread number to 1.

  3. Click Save.

4. Create a Schedule

The Certification Campaign Controller workflow is triggered by a schedule (not events). It performs actions such as:

  • Starting campaigns

  • Monitoring campaigns

  • Applying changes

  • Finishing and deleting campaigns

  • Sending notifications

To create a schedule:

  1. Navigate to Connectivity → Expert View → Schedules.

  2. Create a schedule for the workflow:

    • Workflows → Default → Identity Store → CertificationCampaignController.

      For details, consult the context-sensitive help and DirX Identity documentation.

5. Enable the Workflow

The Certification Campaign Controller workflow is disabled by default.

To enable:

  1. Navigate to Connectivity → Workflows → Default → Identity Store → CertificationCampaignController.

  2. In the General tab:

    • Enter edit mode.

    • Check Is Active.