first of all, launch Organizer and select at least one file you want to monitor. You can also select multiple files from single directory, but you don't have to select all files you want to monitor at once because you will be able to modify the file list later (and maybe add more files from different organizer folders if needed). Then you have two options: either right-click on one of the selected files and then choose the Set alert monitoring option from the pop-up menu, or you can click Monitoring (in the main menu) and then select Set Alert Monitoring. Both methods will open the first step of the Setup alert monitoring wizard.

Select templates you want to monitor in the task. You can select any dashboard, stand-alone report, chart or map.

Create monitoring task dialog

The monitored template list is a tree.

The first level of the tree is the selected templates (before the dialog was opened) or templates added using the Add button. The leaf nodes are available alerts (for their parent node). You can check alerts that should be monitored. You have to select at least one alert for each template. If you don't want to monitor any alert of a monitored object, remove the object by selecting it and clicking the Remove button.

If the selected template is dashboard that already have some dashboard alerts defined, the checkboxes are initialized according to the dashboard alerts (the alerts that are watched in the dashboard are checked). If the selected template is not dashboard, all the checkboxes are unchecked by default.

Following two buttons allow you to set export format. Monitored templates will be exported to this format in case an alert was triggered. Also, if you select additional delivery options like email or FTP delivery (will be described later), templates will be delivered in this format.

allows you to set a time pattern of the alert monitoring task.

Set timing dialog

You have following timing options:

You also need to set when the task should start running and when it should stop. You can do that using the following options:

Set Time Interval Dialog

This dialog is enabled only if the At regular time interval option is selected. First of all, choose a time unit (namely: hours and minutes, days or months) that suits your needs. Then enter a number of the time units that should be waited for between each task runs.

Set Fixed Days/Dates Dialog

This dialog is enabled only if the On fixed days/dates every week/month option is selected. First choose whether you want to run the task on a weekly basis or monthly basis. Then select days of the week or month the task should run on. After you're done setting this dialog, click the OK button and proceed to the Daily frequency settings.

Daily frequency settings

After you have set the days of the month/week you want the task to run on, you have to set when exactly it should run during those days. That can be done in the Daily frequency section. You have two basic options:

Once you finish specifying the periodicity, click the Next button to continue with the schedule wizard.

this step is skipped if there are no parameters in the selected templates. If you have selected to monitor a report, chart, map or dashboard that contains parameters, the next tab will appear allowing you to set the parameter values you want to use.

Set parameters dialog

To add a set of parameters, select the Add button. This will bring up the parameter prompt dialog allowing you to select the set of parameter values you want to use. Once you have selected a parameter set, your choices will appear in the dialog. You can add as many different combinations of parameter sets as you like. A separate file will be generated for each set of parameters you specify. Alerts will be evaluated separately for each parameter sets. Only the templates that triggered some alerts will be sent in the notification email or uploaded to FTP.

You can also specify a name for each parameter set by double clicking on the first column. The name specified here will be used in later dialogs to help you organize your recipients.

Once you specify all parameters, click the Next button to continue.

This dialog allows you to configure the delivery options for the alert notifications.

Delivery options dialog

You have two delivery options:

You can select if you want to perform the delivery (send emails or upload files to FTP) every time an alert occurs or if you only want to perform it when alert starts (i.e. if alert wasn’t triggered during last check, but it is triggered during current test).

If you selected email delivery, the next tab allows you to specify the recipient list. The recipient list is set up differently depending on the type of monitored object you are monitoring. If the monitored object contains parameters, you will see the following dialog. This allows you to send different parameter sets to different users or groups.

Set recipients dialog for parameterized reports

Entering recipients into the list is simple, click on the Add User/Group icon to select users and groups from the EDAB database. You can also add regular email addresses by double clicking any row in the recipients list and typing it in manually. You can also click on Add User/Group and view the Prev. List tab for previously listed recipients.

If you want to send all parameter sets or all templates to the same recipients, you don't have to add the recipients manually into all parameter sets and templates. Just add the recipients into one recipients list and then use one of the following buttons:

For all other cases, you will see the following dialog containing only one recipients list.

Set recipients dialog