Defining an Alert Profile

The New or Edit Alert Profile box opens when you Add or Edit an Alert Profile. The panels in this window allow you to view or define Who, What and When will be affected by the profile. Each profile you save can be enabled as part of your centralized alert policy.

Each Alert Profile is based on ONE Event Type. Therefore, to receive alerts on both Chat/IM and Email events, you need to set up two separate Alert Profiles, one for Chat/IM and one for Email.

To add or modify an Alert Profile:

Master Login only

When you add a new Alert Profile, you cannot save it until you have:

Named the Alert Profile under General
Selected all or specific users to watch under Who
Chosen an event type and at least one field with a condition under What
Chosen how often to notify the operators and when to watch for the alert under When

In the New/Edit Alert Profile box, use the Toolbar at the top of the box to save changes to this profile or start a new one. You will be prompted for missing information if the profile is not complete.

To define a filtering rule:

Fill in these fields under the General tab:

Alert Name - Enter a name for the profile, up to 50 characters.
Description - Enter a description of the rule. The description may be up to 255 characters.
Enabled - As soon as you save it, the alert goes into effect.
Disabled - The alert will be added to the Alert Profiles list, but not activated until you click the Enable button on the Alert Profiles toolbar.
Alert Recipients - Check the Alert Operators (defined in Alert Operator Management) who should receive email notification when this alert occurs. Click New Alert Operatorto define a new operator on the spot. The New Recipient will be added to this list and to the list of Alert Operators.

To specify who to watch:

Click the Who tab. On this panel, select the users or user groups you wish to watch. Leave the default "All Users" selection if the Alert will apply to everyone. Otherwise, select at least one user.

From the Selection Type list, select:
All Users and User Groups - Applies the profile to all users.
Specific Users and User Groups - Allows you to select users to whom the rule applies.
If you are selecting specific users or groups, click on names under Available Users and User Groups. Use the CTRL and SHIFT keys as needed to multiple-select.
Click the > button to send the selected users to the right column.
Click >> to send ALL Available Users to the Selected Users and User Groups list.
Click < or << to send one or more Selected Users and User Groups back to the "Available" column.
When the Selected Users and User Groups contain all users you want to include in the rule, continue on to What.

To specify what to watch for:

Click the What tab. On this panel, specify the alert conditions. Each Alert Profile watches ONE activity and must watch at least one activity field for words in a Keyword Group or for the entry you type. If you want to watch more than one activity, define another Alert Profile. See Alert Conditions for detailed help with this panel.

Select an Event Type from the drop-down list.
Click the Add Field button to activate the first row. The first two columns of the first row will be blank.
Under Field Name, select an event field from the drop-down list.
Under Operator, select from the drop-down list how you want the contents of the event field to match the given Value.
Under Value, depending on the event field, enter or select a value, keyword, or Keyword Group.

It takes only one field to set up an alert. The example illustrated above has the condition that if any of the Bullying, Hate, or Profanity list words are detected in the contents (body) of ANY Chat or IM entry, an alert will occur. Remember, if you are not watching All Users and User Groups, the alert applies ONLY to the users you have selected under Who.

Click Add Field to activate subsequent rows and add more conditions for this particular Event Type. For a second field, select a Logical Operator (AND/OR) in the second column. If you want to add nested conditions, click on the first column to select the opening parenthesis, which always appears alone on its row. See the Alert Conditions topic for further explanation and examples.

To specify when to watch for keywords:

Under the When tab, specify how often to send messages to Alert Recipients, and when to watch for alerts.

Select a Time Profile from the drop-down list. The graphic schedule immediately shows green for hours when the alert is in effect and a table below the graphic lists the hours the alert is in effect. You can select:
All Times - Spector 360 always watches for the alert conditions.
Other Time Profiles you have defined. See Time Profiles for detailed help.
Select an Alert Frequency. If this alert occurs, even if it occurs multiple times, the Alert Recipient (Operator) will receive an email message at this frequency. Use the drop down list to select Every 'n' Hours / Days / Weeks / Months. In the second field, type or select a number. The above illustration shows an Alert Frequency of once every 4 hours. The most frequent alert schedule is once every hour; and you can receive alerts as infrequently as once every 6 months.
Select a Start Date.
Enter a date in mm/dd/yyyy format or click the drop-down arrow to display a calendar. Use arrows next to the month and year to change these values, and click on a date.
Select a Start Time.
The time will be in the format used by your computer's system clock. Select a time field and use the arrows to increment or decrement the value. A 12-hour clock includes AM or PM selection.

When you are finished defining or modifying the Alert Profile, click Save to save your changes or Save and Close to close the New / Edit Alert Profile window and add the profile to the list of Alert Profiles.