Checklist for creating alarms/notifications

Application management : Alerts : Checklist for creating alarms/notifications

	Technical configuration (Responsibility of the Planon Administrator).
1	Create a trusted service for the scheduler. Refer to Administrator’s Guide for more information.
2	Deploy planonschedulerengine.ear.
3	Create a Planon account for SCHEDULERENGINEADMIN.
4	Provide appropriate access rights to SCHEDULERENGINEADMIN.
5	Refresh the application server cache.
6	Specify email settings for the SMTP server.
7	Specify email account settings of staff to be notified.
8	In Supporting data , add Scheduler as a trusted service.
9	In System Settings > Scheduled tasks, set the frequency for running the task and set the task’s status to Active.

This completes the technical configuration, you should now be able to create alarms and notifications. For more information on technical configuration, Refer to Planon ProCenter Suite Installer.

	Functional configuration
1.	When using a mail merge report, first create a mail merge report for the business object for which you want to create an alert. Refer to Reporting > Creating mail merge report definitions.
2.	In the mail merge report definition, use a relative path when referencing the template. The mail merge report must be in a location that the scheduler can access.
3.	Create a definition: An Alarm definition if you want to be alerted in Planon ProCenter . A Notification definition if you want to receive notification of when a certain condition has been met. The recipients will continue to receive notifications until the condition is no longer met. A Notify once definition if you want to receive notification of when a certain condition has been met. The notification is only sent once. An Action definition if you want to perform a specific action.
4.	Per definition, specify a: Condition that you want to check. In the condition, specify the: • Business object • Filter (criteria you want to check) • Schedule Note that the schedule used is determined by the values you select here and in System Settings > Scheduled tasks.
5.	When using a recipients report, create and link this report as described in the section on Alarm and Notification. Ensure that your alert condition and the recipient report are both created for the same business object. Set the definition to Active.

This completes the functional configuration, you should now be able to send/receive alerts.