Alerting (Notifications)

[TomW]

Introduction

Incorta Direct Data Platform supports notifications that test triggers on a scheduled basis and deliver emails or insights to a list of recipients if the trigger condition is true.

Data Notifications triggers are based on a selected table and are true if the table has at least one row of data, and false if the table is empty. That is, to use this feature, a user would need to select a target dashboard that already exists, and create a condition table Insight (containing a filter). If the condition table returns at least one row, the condition is true and the target dashboard will be sent to the recipients listed in the Alert editor. If the table is empty, the condition is false and no alerts will be sent. Data Notifications can be used to do basic quality checks by creating a table that would contain row counts for tables, or totals for key metrics, that can be compared to thresholds set by the developer.

Schema Notifications will send an email based on the success, failure or both of one or more schema loads.

What you should know before reading this article

We recommend that you be familiar with these Incorta concepts before exploring this topic further.

• Install Incorta

Applies to

Data Notifications are available in on-premise and cloud versions of Incorta 4.3 and later. 

Schema Notifications are available in on-premise and cloud versions of Incorta 4.9 and later.

Let's Go

Data and Schema Notifications can be accessed from the Scheduler tab within Incorta.

Data Notifications

The Data Notifications list view displays all scheduled dashboard data notifications (alerts) that you created from the Scheduler or from the Set Alert option in a dashboard.

Property	Control	Description
Select All	check box	A header control to select all scheduled data notifications.
Name	text	The scheduled job unique name that you entered while creating the scheduled alert.
Owner	text	The username that created the scheduled data notifications.
Target	link	Select the dashboard name to navigate to the dashboard for which the scheduled alert is created.
Status	link	The status of the scheduled job. When you select it, a prompt is displayed to confirm if you want to change the status of the scheduled data notification. A scheduled data notification status can be one of the following: Active Suspended Completed (if it is scheduled for a one-time notification) When you create a scheduled data notification, Status is Active by default.
Status filter (funnel icon)	drop down menu	A drop down menu that contains all possible statuses of a scheduled data notification. By default, the list is filtered by the Active status. Select to filter the list with a certain status. The drop down contains two buttons: OK - to apply the filter Reset - to clear any filtration applied
Next Run	text	The date, time, and time zone for when a scheduled data notification is to run next.
Delete (trash icon)	button	Select to delete the scheduled data notification.
Export	button	Select to export the selected data notification to a .zip file that you can use later on to import the scheduled data notification again.

To access the Data Notification feature:

1. Navigate to the Insight you want to configure for data alerts, or the Scheduler section of the Incorta Direct Data Platform. The Scheduler opens to the Dashboards tab by default.
2. Select the Data Notifications tab.
3. Select Active, Suspended, Completed, or All, alerts in the drop-down menu to display a list of the selected alerts filter.
4. Select the + icon in the Action bar to create, or import, an alert. The Notification Editor window opens.
5. Provide the following fields:
• Alert Name: Provide a name for the alert, as this field is mandatory. The name must be unique per logged-in user, and it is case sensitive.
• Alert Description: Optionally, provide a description for the alert.
• Type: Select the email format (HTML/XLSX/CSV), which is a mandatory field. HTML is the default format for this field.
• Target: Select the pen icon to select a dashboard (owned by, or shared with, the logged-in user) to be sent in this mandatory field. The dashboard list opens. When sending a target dashboard, Default/Mandatory Prompt filters, Applied filters, and
• Condition: Use the pen icon to create a condition table Insight (using a filter on that Insight) to be sent to the engine. The Analyzer opens. If the table gets returned from the engine containing data (rows), then the condition will be evaluated as true. Otherwise, it is considered false.
• Start By: Set the date, time, and time zone when the condition evaluation should start.
• Recurrence: Set the recurrence of evaluating the condition. This is a mandatory field.
• Send To: Select the ”+” icon to add the alert recipients, which could be any combination of the Incorta users/groups and emails. Then, type the names, groups, or email addresses of the dashboard recipients. You can also select from the suggestions appearing as you type. Select Add, or Cancel.
6. Select Done in the upper right-hand corner of the screen to finish creating the data alert.
7. Select an alert from the Data Alerts list, the Alert Editor window appears.
8. Select one or more data alerts, and select the “Actions” drop-down menu in the upper right-hand corner to:
• Export the data alert(s)
• Delete the selection(s)

The Data Alerts feature is available to create and edit for users with the following roles:

• Analyze User
• Individual Analyzer
• SuperRole (When the “Super User” mode is enabled, users with this role can view and edit other users’ alerts.)

Schema Notifications

The Schema Notifications list view displays all email alerts that you created for a schema.

Property	Control	Description
Select All	check box	A header control to select all scheduled email notifications.
Name	text	The scheduled notification unique name that you entered while creating the alert.
Schema(s)	text	Schema(s) name(s) for which you created the email alert.
Last Modified	text	The date and time for when the email notification was last modified.
Edit (pen icon)	button	Select to edit the email notification.
Delete (trash icon)	button	Select to delete the scheduled data notification.

To access the Schema Notifications feature:

1. Select the Scheduler tab.
2. Select Schema Notifications tab.
3. Select the + icon in the Action bar to create a new email notification. The Create Email Notification window opens.
4. Provide the following fields:
• Notification Name: Provide a name for the notification, as this field is mandatory. The name must be unique per logged-in user, and it is case sensitive.
• Notify On: Optionally, provide a description for the alert.
• Select Schema(s): Select the checkbox next to each schema you wish to include in this notification. You can also use Select All to choose them all, 
• Recipients: Type the names, groups, or email addresses of the dashboard recipients. You can also select from the suggestions appearing as you type. Select Add, or Cancel.
5. Select Done in the lower right-hand corner of the screen to finish creating the notification.
6. Select an alert from the Data Alerts list, the Alert Editor window appears.
7. Unlike Data Notifications, Schema Notifications cannot be exported or imported.

The Schema Notifications feature is available to create and edit for users with the following roles:

• Analyze User
• Individual Analyzer
• SuperRole (When the “Super User” mode is enabled, users with this role can view and edit other users’ alerts.)