Configuring Action Templates

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

You can define Action Templates for a Tenant. The Action Template defines the actions to be taken if an Event occurs, actions, such as sending e-mail notifications, logging Incidents, and so on.

To configure Action Templates:

  1. Select Operations > Configuration > General > Action Template.
  2. On the ACTION TEMPLATE page, click the Filters icon and select the Tenant. Click ADD NEW on the ACTIONS panel.
  3. Fill in the required details. For more information about the fields on the ACTION TEMPLATE page, see Field Description.
  4. Click SUBMIT. The new Action Template is configured.


    Figure:  ACTION TEMPLATE page

    Field Description

    The following table describes the fields on the ACTION TEMPLATE page:

    Field

    Description

    DETAILS

    Template Name

    Type in the name for the Action Template.

    Active

    Indicates the status for the Action Template.

    • If selected, the Action Template is active and is displayed in the Action Templates list.
    • If not selected, the Action Template becomes inactive.

    ALERT CONFIGURATION

    Alert Email Notification

    Select this check box for sending an alert e-mail notification to the configured members. Alert e-mails are sent to the configured users, when the utilization of the devices exceeds the configured threshold value.

    Number of Polling for Alert Notification

    Specify the number of monitoring completed after which alert notification should be sent.

    Alert SMS Notification

    Select the check box to send SMS alert.

    Information Email Notification

    Select this check box for sending an information notification to the configured members. Information e-mails are sent to the configured users, when the device status changes from down to up and the information e-mails consists of the device down time details.

    Information SMS Notification

    Select this check box for sending an information notification as a short message service (sms)  to the configured members. Information sms are sent to the configured users, when the device status changes from down to up and the information sms consists of the device down time details.  

    Number of Polling for Information Notification

    Specify the number of monitoring completed after which information notification should be sent.

    Ignore Email Notification (If incident is open)

    Select this check box to avoid re-sending of alert e-mail notification for the same issue, if the incident is still not resolved.

    From Email ID

    Specify the e-mail address from which the alert and information notification e-mails have to be sent.

    From Email Name

    Specify the e-mail name from which the alert and information notification e-mails have to be sent.

    INCIDENT CONFIGURATION

    Incident Logging

    Select the check box to auto log an Incident.

    Number of Polling for Incident Logging

    Specify the number of monitoring completed after which Incident should be auto logged.

    SMS for Incident Logging

    Select the check box to send SMS to the configured recipient after logging an Incident.

    Ignore Re-logging Incident (If incident is open)

    Select this check box to avoid re-logging of Incident for the same issue, if it is not resolved or closed.

    Update Previous Level Incident with Current Level Configuration

    Select the check box to enable updating of the previous level Incident with the current level configuration.
    For example, if a device exceeds the utilization level from configured Low threshold value to Medium threshold value then the incident will be automatically updated to Medium threshold value.

    Number of Polling for Incident Resolution

    Specify the number of monitoring completed after which Incident should be auto resolved. This option can be selected only if the user has selected the Incident Closing Mode as Auto on the TENANT Page.
    Note: The Number of Polling for Incident Resolution should be greater than or equal to Number of Polling for Information Notification.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ACTION TEMPLATE page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Action Templates for the selected Tenant.


Figure:  ACTION TEMPLATE page: List of Action Templates

  • To modify an Action Template, click the configured Template Name. Make appropriate changes and click SUBMIT.
    • On the ACTION TEMPLATE page, while modifying an existing Action Template, the CHANGE HISTORY icon is displayed on the ACTIONS panel. Click the CHANGE HISTORY icon to view the change history for the Action Template. 


      Figure:  Change History pop-up page

       

      • Click the Print Table icon to print the Change History table details.
      • Click the Export to Excel icon the export the Change History table details to an excel sheet.

  • To display the inactive Action Templates, click the Include Inactive check box.

    Note:

    When the Action Templates are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Action Template.