Configure the Server Daily Report Email Templates

The Client Server Daily Report provides information on the performance of the Client's servers during the previous 24 hours. Depending on the status of the servers, a "no problems found" or a "problems found" report email is sent. You can configure the email templates to match your requirements.

A Problems found email is sent when one or more Checks fail, or information for the Daily Safety Check is not received.

Configure the email templates for the client daily and weekly reports and the Executive Summary Report before enabling email delivery to clients.

Make a copy of the default template before editing.

Configure the Server Client Daily Reports Mail Templates:

You can use substitution strings in the email template. See the Substitution String information below or see Mail template substitution strings.

1. On the All Devices view, go to Mail Templates > Client Reports > Server Monitoring > Server Client Daily Report - No Problems Found or Server Client Daily Report - Problems Found.

2. Enter the From address the Reports are to come from. We recommend you use the format, Descriptive Name <Email Address>, to ensure acceptance by all email clients.

   If you use a custom From address in a mail template, make sure the address exists. If it does not exist, sender verification may fail. The default mail server for the From address is: alert@remote.management.

   

3. Enter the information for the Subject line, Plain Text Message, and HTML Text message.

   All content changes must be applied to both the Plain Text Message and the HTML versions.

4. Click OK to save.

HTML Body Editor

When you edit the body of the email, you can change both the Plain Text and HTML versions. For greater flexibility, when you configure the HTML version of the template there is a visual WYSIWYG (What You See Is What You Get) and an HTML Source editor.

To use the HTML Source Editor:

1. Click the HTML button above the HTML body.
2. Edit the HTML in the to open the HTML Source Editor.
3. Click Update to save and return to the Mail Template dialog.
4. Review the HTML changes in the WYSIWYG editor.
5. After making any further changes click OK to save the template.

Substitution strings (Wildcards)

Substitution strings replace placeholders (wildcards) in a template with values from the database. This lets you personalized message with client details and other information.

Templates support substitution strings in their From address, Subject line and Body (both text and HTML).

Add substitutions strings to a template

1. In the template, select where to add the string: From address, Subject line, or Body.
2. Choose a substitution string from the dropdown list. Only supported string for that field are shown.
3. Select Insert Code to add the string.
4. Select OK to save the template.

If you add substitution strings in the template body, insert the string in the plain text and the HTML versions of the message.

The following substitution strings are available in the Server Client Daily/Weekly Report mail templates:

Resend Client Daily Report

After you configure the Mail Template, you can test it to ensure the changes display as expected by resending the Client Daily Report to a specified recipient.

1. In the All Devices view, go to Reports > Client Reports > Server Monitoring > (Re)send Client Daily Report.
2. Select the Client from the dropdown list.
3. Enter the recipient email addresses.
4. Click OK to send the report to the recipients.

Multiple email recipients

You can separate multiple email addresses with commas or semicolons. Use only one type of delimiter in a list. Mixing commas and semicolons in the same list prevents email delivery.

Supported:

• you@example.it, me@example.it, everybody@example.it
• you@example.it; me@example.it; everybody@example.it

Unsupported:

• you@example.it, me@example.it; everybody@example.it

If the descriptive name in the From address contains a comma, enclose the name in quotation marks. This also applies when using wildcards.

• "Descriptive, name" <my@address.it> or "#ACCOUNT#" <my@address.it>

Use this option in conjunction with Check Clearing to send your Client a "No Problems Report".

SPF records and the allowed list

Changes to the template From address, for example to an email address from your domain, can cause the email to be classified as coming from a spoofed domain.

If you use Sender Policy Framework (SPF) and a custom From address for alerts and reports, we recommend that you Configure DNS Records for N-sight RMM email notifications.

If you use an email security firewall, we recommend that you allow the N-sight RMM mail server.

From Address Format

The All Devices view supports the use of commas as separators when you configure multiple email recipients. If the From address contains a descriptive name with a comma, or the possibility of a comma when using substitution strings, we recommend you encapsulate the name in inverted commas " ". For example:

• "Descriptive, name" <my@address.rmm>
• "#ACCOUNT#" <my@address.rmm>
• "#CLIENT#" <my@address.rmm>

If you use a custom From address in a mail template, make sure the address exists. If it does not exist, sender verification may fail. The default mail server for the From address is: alert@remote.management.