Setting Up Alerts on the Web Client

Alerts can be defined against:

Streaming data sources (including CEP Engines and message queues)
Periodically refreshed data sources (like REST services, files on HTTP URLs, databases, Python or R)

Alert definition can be done by right-clicking on a streaming numeric data in a visualization in the Web Client and setting the limits, duration, what will be included, how many and when an email will be sent.

NOTE:

The alert criteria will be evaluated across the full series span along the axis, not on the latest value alone, when using an X-Axis or Y-Axis visualization and the domain axis is using any of the following:

Text column and is set to Axis Data: Series
Numeric column
Time column while the data table does not have a Timeseries Transform applied to it

In contrast, the alert criteria will be evaluated data point by data point as new data is received when using any of the following:

None-series graphs (such as the Treemap and the Scatterplot)
Axis graphs that use a nominal text axis or a Timeseries Transformed data table

NOTE: Before setting up the visualization alert, enter the email of the user or group who will receive the alert on the User Profile:

On the Workbooks and Folders Summary page, click the user icon .

The Profile pane displays with the name of the user and the role.
Click View Profile.
The User Profile page displays.
Enter the Email Address.
Click .

To set the alerts:

Open a workbook on the Workbook and Folders Summary page and right-click on a streaming numeric data in a visualization. Select New Alert in the context menu.

The Alerts dialog displays with the name of the visualization where the alert will be set.

Enter or select the following properties:

Property	Description
Name	Name of the alert.
Description	Description of the alert.
Search	Search for columns.
Criteria	Criteria set of the alert. Can be multiple, in which case all criteria sets are evaluated in parallel, each triggering respective alerts. Additional criteria sets can be added by clicking . You can also right-click a Criteria tab and select Rename to rename the criteria or select Remove to delete. The Remove option is disabled when only one criteria set is available.
Variable	Available variable columns in the visualization where the alert is set.
Condition	Allows setting the following Limit of all the available numeric variables in the visualization: Upper or Equal To (<=) Lower or Equal To (>=) Upper values (<) Lower values (>) Between – values between the Lower and Upper values For text variables, there are four types of conditions: Equals - The string is equal to another string, e.g., Country=Sweden Not Equals – The string is not equal to another string Wildcard: The string matches a wildcard expression, e.g., Country=Norwa* would match Country=Norway Regex: The string matches a regex expression, e.g., Country=I[a-zA-Z]+a would match Country=India and Country=Indonesia
For the Last	Checks if a value has reached the limit on the set Date/Time unit: second(s) minute(s) hour(s) day(s)
Breakdown	Current breakdown of the visualization.
Parameters	Available parameters in the visualization.
Action Limit	The maximum number of times an alert will be sent on the set Date/Time unit: second(s) minute(s) hour(s) day(s)
Send E-mail	Determines when an alert email will be sent: on enter on leave on enter/leave If unchecked, the notification will only be displayed on the Web client.
Include	Determines whether the image of the visualization or dashboard will be included in the alert email. For the included image of the visualization, check the Use current drill path box to generate a drilled image in the email.
CC	CC mailing groups that will receive the alert, separated by a comma.
Subject	The subject of the alert’s email notifications.
Body	The content of the alert’s email notifications.
Sound	The sound that will be played for a triggered alert. The available sounds are mp3 files placed in the AppData/Sounds folder. Panopticon is shipped with one sound (i.e., bell_ping_1s.mps). Default is None.
Webhooks	Webhooks that will be executed when the alert is triggered.
Active Hours	Determines when an alert should be active. Proceed to step 3.

Select the Active Hours checkbox. The dialog changes to display:

By default, the duration is from 9:00 AM to 5:00 PM on Monday, Tuesday, Wednesday, Thursday, and Friday.
To modify the Active Hours, click .
The Clock settings displays.
Select the Hour, Minutes, and AM/PM settings.
To modify the Active Days, select the checkboxes of the desired days.
To apply the active hours in another time zone, select the desired value from the Show in Timezone drop-down list box.
Once set, the From and To limits will be applied for that time zone. If not set, the server default time zone will be used.
Tap the Activated slider to turn it on.
Click . The new alert is added on the Alerts Definition page.
When creating alerts for grand total, ensure that no breakdown is set.

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