Product Documentation

Creating and Updating Notification Templates

Feb 13, 2015
You can create or update notification templates in XenMobile to be used in automated actions, enrollment, and standard notification messages sent to users. You configure the notification templates to send messages over three different channels: Worx Home, SMTP, or SMS.
Note: If you plan to use SMTP or SMS channels to send notifications to users, you must set up the channels before you can activate them. XenMobile prompts you to set up the channels when you add notification templates if they are not already set up. For details, see Notifications in XenMobile.
  1. In the XenMobile console, click Configure > Settings > Notification Templates.

     

    Select notification template

     

  2. Do one of the following:
    • Click Add to add a new notification template. If no SMS gateway or SMTP server has been set up, a message appears regarding the use of SMS and SMTP notifications. You can choose to set up the SMTP server or SMS gateway now or set them up later. For details, see Notifications in XenMobile.
      Note: If you choose to set up SMS or SMTP server settings now, you are redirected to the Configure > Settings > Notification Server page. After setting up the channels you want to use, you can return to the Configure > Settings > Notification Template page to continue adding or modifying notification templates.
      Important: If you choose to set up SMS or SMTP server settings later, you will not be able to activate those channels when you add or edit a notification template, which means those channels will not be available for sending user notifications.


    • Select an existing template to edit or delete. Click the option you want to use.
      Note:
      • You can delete only notification templates that you have added; you cannot delete predefined notification templates.
      • When you select the check box next to a notification template, the options menu appears above the notification template list; when you click anywhere else in the list, the options menu appears on the right side of the listing.
      • XenMobile includes many predefined notification templates that reflect the distinct types of events that XenMobile automatically responds to for every device in the system.

      Edit notification template

      When you click to add a template, the Add Notification Template page appears.


      Add notification template

  3. On the Add Notification Template page (or the Edit Notification Template page if you are editing an existing notification), enter or modify the following information:
    1. Name: Type a descriptive name for the template.
    2. Description: Type a description for the template.
    3. Type: Select the notification type. Only supported channels for the selected type appear.
      Note: For some template types, the phrase Manual sending supported appears below the type. This means that the template is available in the Notifications list on the Dashboard and on the Devices page to let you manually send the notification to users. Manual sending is not available in any templates that use the following macros in the Subject or Message field on any channel:

      • ${outofcompliance.reason(whitelist_blacklist_apps_name)}
      • ${outofcompliance.reason(smg_block)}
      Attention: Only one APNS Cert Expiration template is allowed, which is a predefined template. This means you cannot add a new template of this type.
  4. Channels: Enter or modify the information for each channel to be used with this notification. You can choose any or all channels. The channels you choose depends on how you want to send notifications:

    • If you choose Worx Home, only iOS and Android devices receive the notifications, which appear in the device's notification tray.
    • If you choose SMS, only users using devices with a SIM card receive the notification.
    • If you choose SMTP, most users should receive the message because they will have enrolled with their email addresses.

    Worx Home
    1. Activate: Click to enable the notification channel.
    2. Message: Type the message to be sent to the user. This field is required if you are using Worx Home.
    3. Sound File: Select the notification sound the user hears when the notification is received.

    SMTP
    1. Click Activate to enable the notification channel.
      Important: You are only able to activate the SMTP notification if you have already set up the SMTP server. For details, see Notifications in XenMobile.
    2. Sender: Enter an optional sender for the notification, which can be a name, an email address, or both.
    3. Recipient: This field contains a pre-built macro for all but Ad-Hoc notifications to ensure that notifications are sent to the correct SMTP recipient address. Citrix recommends that you do not modify macros in templates. You can also add recipients (for example, the corporate admin), in addition to the user by adding their addresses separated by a semi-colon (;). To send Ad Hoc notifications, you can enter specific recipients on this page, or you can select devices from the Manage > Devices page and send notifications from there. For details, see Adding Devices and Viewing Device Details in XenMobile.
    4. Subject: Type a descriptive subject for the notification. This field is required if you are using SMTP.
    5. Message: Type the message to be sent to the user.

    SMS
    1. Click Activate to enable the notification channel.
      Important: You are only able to activate the SMTP notification if you have already set up the SMTP server. For details, see Notifications in XenMobile.
    2. Recipient: This field contains a pre-built macro for all but Ad-Hoc notifications to ensure that notifications are sent to the correct SMTP recipient address. Citrix recommends that you do not modify macros in templates. To send Ad Hoc notifications, you can enter specific recipients, or you can select devices from the Manage > Devices page. For details, see Adding Devices and Viewing Device Details in XenMobile.
    3. Message: Type the message to be sent to the user. This field is required if you are using SMS.
      Important: You are only able to activate the SMS notification if you have already set up the SMS gateway. For details, see Notifications in XenMobile.
  5. Click Add to add the new template or click Save to save your edits. When all channels are correctly configured, they appear in this order on the Notification Templates page: SMTP, SMS, and Worx Home. Any channels not correctly configured appear after the correctly configured channels.