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How do I create an automated Email Alert? | v8+

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A useful feature within the Certero Platform is the ability to receive automated email alerts. For example you may receive an alert of all the computers that have not reported into the platform within the past 90 days. See detailed instructions below:

Pre-requisites:

Before you create your email Alert you need to ensure that you have configured your mail server settings. This will allow the CMP to send emails. To do this, navigate to Global settings > Email and Alerting .  Here you need enter your mail server details and credentials. Click Test to ensure your settings are correct and then click Save .

Creating an Alert

Now we have configured email functionality within Certero we can go ahead and create an alert by following the steps below:

  • Login to Certero and navigate to the appropriate area of the platform (We will be navigating to Computer Systems > Microsoft Windows in this example)

  • On the Summary tab, apply a filter on 'Last Update' of < -90d (Less than minus 90 days)

  • This will return all Windows systems that have not uploaded an inventory for 90 days or more.  (Please note you may not see any systems if all systems are checking in successfully)

  • Next click on the Add Alert Icon on the top right of the screen. This will bring up the Item Explorer within Certero.

  • You can then save your Alert.

  • After you have saved your Alert, you can then specify details about your alerts, for example: the frequency and format in which you would like to receive your alert. To do this, click the navigation button >select the User icon at the bottom > Item Explorer.

Select your Alert and click the Properties icon, this will take you to the Alert Properties . You can then select the file format you would like (Excel, Tab Delimited etc.) and the frequency you want to receive the Alerts (Daily, Weekly, Monthly or When the number of records change).

In this example we would like to receive an alert when systems have not checked in for 90 days or more so we will select a frequency of 'When the number of records changes' and click Save.

How can I configure multiple users to receive the alert?

This is only possible in version 8.0 or later, simply add each recipient on a separate line within the 'Recipients' field as shown below: