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  4. Chapter 6: Automated Alert and Scheduled Report Configuration

Chapter 6: Automated Alert and Scheduled Report Configuration

6.1 Automated Alert and Scheduled Report Configuration

The rule configurations are required to automatically trigger an alert when the trigger condition is met or to schedule a report to be sent to the specific recipient group(s) on a regular basis.

6.1.1 Create New Recipient Group

Note

Only Portal User can be added in the recipient group and able to receive notification or scheduled report as configured in the rule settings, please refer to Chapter 2: Setting Up Account for user account creation.

Once recipient group is created, the gateway cannot be changed anymore.

 

6.1.1.1 New Email / Mobile App Recipient Group

STEP 1 - Access to FootfallCam Analytic Manager V8™: http://portal.footfallcam.com/Account/Login via browser.

STEP 2 - Click on Automated Alert > Recipient Group to access the Recipient Group page.

STEP 3 - Click on + New Recipient Group button to access the Recipient Group Form.

STEP 4 - Input group name, select Email/Mobile App gateway and select the User Selection according to your needs. Refer to description below for User Selection details.

STEP 5 - Complete the process by clicking on Add button.

Item

Description

1. Recipient Group Name

Display name of recipient group.

2. Gateway

Notification receiving platform: Email / Mobile App

(Info: Gateway selected cannot be changed after creation.)

3. User Selection

Based on User Group: All users in the user group selected will receive email notification. For more details in user group, please refer to Chapter 5: User Group and User Setting.

Custom User List: All existing portal user's email will be displayed at the Available List. Select the user's email to be included in the Recipient Group.

 

6.1.1.2 New GPIO Recipient Group

Note

GPIO function only work with device with GPIO setting.

STEP 1 - Access to FootfallCam Analytic Manager V8™: http://portal.footfallcam.com/Account/Login via browser.

STEP 2 - Click on Automated Alert > Recipient Group to access the Recipient Group page.

STEP 3 - Click on + New Recipient Group button to access the Recipient Group Form.

STEP 4 - Input group name, select GPIO Driver gateway, then click on + New Device to add the output device.

STEP 5 - Input the device serial in Serial field and select the Trigger Selection.

STEP 6 - Add the device by clicking on Add button. You may add multiple devices in the same recipient group which work with the same rule.

STEP 7 - Complete the process by clicking on Save button.

Item

Description

1. Recipient Group Name

Display name of recipient group.

2. Gateway

Notification receiving platform: GPIO Driver

(Info: Gateway selected cannot be changed after creation.)

3. Device List

Devices that had been verified for GPIO usage which is ready to be used.

4. Serial

Input the serial number of the GPIO device to be added into the list.

5. Trigger Selection

To which configured site / area threshold will the device serial be listening to.

(Info: Each device can only listen to one (1) trigger selection and send the triggers when the triggered condition is met)

 

6.1.2 Edit Recipient Group

STEP 1 - Click on Automated Alert > Recipient Group to access the Recipient Group page.

STEP 2 - Select template to manage and click Edit to access the output template page.

STEP 3 - Edit the required content and complete process by clicking on Save.

 

6.1.3 Delete Recipient Group

STEP 1 - Click on Automated Alert > Recipient Group to access the Recipient Group page.

STEP 2 - Select template to manage and click Edit to access the Recipient Group form.

STEP 3 - Click Delete and then Yes to complete the template deletion.

 

6.2 Email Template Configuration 

Email message can be customised according to user's preference. User can create and configure email template different purposes. 

6.2.1 Create Email Template

STEP 1 - Click on Automated Alert > Output Template to access the output template page.

STEP 2 - Click on + New Template to access the Output Template Form.

STEP 3 - Fill in all required details and select Template Type as Email.

STEP 4 - Complete the process by clicking on Add.

Item

Description

1. Template Name

Display name of template.

2. Template Type

Select relevant template selection.

3. Email Subject

Title or text which will be sent as email subject for the email template.

4. Email Outpost Server

Email outpost which will be responsible on sending this email template.

5. Email Content

Email content which will be sent out and received by recipient.

6. + Dynamic Expression

To add dynamic expression into email content.

6.2.2 Create Message Template

STEP 1 - Click on Automated Alert > Output Template to access the output template page.

STEP 2 - Click on + New Template to access the Output Template Form.

STEP 3 - Fill in all required details and select Template Type as Message.

STEP 4 - Complete the process by clicking on Add.

Item

Description

1. Template Name

Display name of template.

2. Template Type

Select relevant template selection.

3. Message Content

Message content which will be sent out and received by recipient.

4. + Dynamic Expression

To add dynamic expression into email content.

6.2.3 Edit Template

Note

Template type cannot be changed after template had been created.

STEP 1 - Click on Automated Alert > Output Template to access the output template page.

STEP 2 - Select template to manage and click Edit to access the output template page.

STEP 3 - Edit the required content and complete process by clicking on Save.

6.2.4 Delete Template

Note

Template cannot be deleted if still in used in any Rules.

STEP 1 - Click on Automated Alert > Output Template to access the output template page.

STEP 2 - Select template to manage and click Edit to access the output template page.

STEP 3 - Click Delete and then Yes to complete the template deletion.

6.3 Alert Rules

Alert rules are the notification trigger conditions which notify user when the rules are fulfilled.

6.3.1 Create Triggered Alert Rule for Email

Note

User(s) will only receive the notification from the site which they have access in user profile.

STEP 1 - Click on Automated Alert > Output Template to access the output template page.

STEP 2 - Click on + New Alert Rule to access the Alert Rule Form.

STEP 3 - Choose the trigger event and configure the trigger condition.

STEP 4 - Select Email as Gateway, Output Template to be sent and Recipient Group to receive notification.

STEP 5 - Complete the process by clicking Save.

Note

Currently the rule setting applicable for Space Occupancy metric with Email or GPIO gateway only. Other metrics and gateways are in development stage and will be available soon.

Item

Description

1. Rule Name

Display name of rule.

2. Alert Type

Selection type of alert to configure.

3. Trigger Event

Selection of trigger event for triggered type alert.

4. Trigger Condition

Configure the trigger condition for the rule by clicking the link to select conditions.

5. Gateway

Selection of communication pathway.

6. Output Template

Selection of output template for the selected gateway.

7. Recipient(s)

Selection of Recipients Group based on the selected gateway.

8. Active

To mark the rule as active or inactive to send out triggers.

 

6.3.2 Create Triggered Alert Rule for GPIO

Note

Device will only listen to area they are assigned to in GPIO Recipient Group.

STEP 1 - Click on Automated Alert > Output Template to access the output template page.

STEP 2 - Click on + New Alert Rule to access the Alert Rule Form.

STEP 3 - Choose the trigger event and configure the trigger condition.

STEP 4 - Select GPIO Driver as Gateway and Recipient Group to listen to the driver.

STEP 5 - Complete the process by clicking Save.

 

6.3.3 Edit Rule

Note

Template type cannot be changed after template had been created.

STEP 1 - Click on Automated Alert > Alert Rule to access the alert rule page.

STEP 2 - Select alert rule to manage and click Edit to access the alert rule form.

STEP 3 - Edit the required content and complete process by clicking on Save.

 

6.3.4 Delete Rule

Note

If Rule is temporary not in used rule can be deactivate instead of permanent deletion.

STEP 1 - Click on Automated Alert > Output Template to access the alert rule page.

STEP 2 - Select template to manage and click Edit to access the alert rule form.

STEP 3 - Click Delete and then Yes to complete the alert rule deletion.

 

6.4 Email Outpost Server

For user using their own server, email outpost server configuration is required for the scheduler to send emails successfully. 

6.4.1 Create New Email Outpost Server

 

STEP 1 - Click on Automated Alert > Email Outpost Server to access the Email Outpost Server page.

STEP 2 - Click on + New Email Outpost Server to access the Email Outpost Server Form.

STEP 3 - Fill up the information required in the form.

STEP 4 - Click on the Test button to make sure the setup is done correctly.

STEP 5 - Enter a recipient email's address in the Test SMTP Server pop-up. A success message will pop-up to indicate the email is send to recipient email address successfully. 

STEP 6 - Click on the Add button to save it once the test is successful.

Item Description
1. Email Outpost Server Name Enter your preference Email outpost server name.
2. SMTP Server The server that powers the protocol to send, receive and relay outgoing emails between senders and receivers. You may found the SMTP server hostname from SMTP server configuration or consult your technical team.
3. SMTP Port The standard mail server used to send email to another server across the internet. You may found the SMTP port number from SMTP server configuration or consult your technical team.
4. SMTP Authentication Select whether authentication is required.
5. SMTP Username Enter your email address.
6. SMTP Password Enter your the email's login password.
7. Sender Name Enter the sender's email address.
8. SMTP use SSL The security connection whether encryption is applied. You may select auto if you are unsure or consult your technical team.

 

6.4.2 Manage Email Outpost Server

STEP 1 - Click on Automated Alert > Email Outpost Server to access the Email Outpost Server page.

STEP 2 - Select email outpost server to manage and click Edit to access the Email Outpost Server form.

STEP 3 - Update the required content and click Test to make sure the server is work correctly.

STEP 4 - Click the Save button to save the changes.

 

6.4.3 Delete Email Outpost Server

STEP 1 - Click on Automated Alert > Email Outpost Server to access the Email Outpost Server page.

STEP 2 - Select email outpost server to manage and click Edit to access the Email Outpost Server form.

STEP 3 - Click Delete then click YES to complete the email outpost server deletion.

6.4.4 Email Scheduler 

The "Email Scheduler" Function is to use to Schedule Send a specific Report required either Daily or Weekly basis. With the function, user can monitor the data of the counter without having to log in to portal through the PDF report being sent to the desired email.

STEP 1 - Click on Setting > Email Scheduler to access the Email Scheduler Function.

STEP 2 - User Groups Tab > Click On Add User Group to add New User Group for the Email Scheduler.

STEP 3 -User Group Name: Enter Any Name 
              Enter Tags to Search Email: Any email registered to get email address from the database.
              Enter Email here: Add any email address you would like the email to be sent to.

STEP 4 - Email Scheduler Tab > Click Add Email Scheduler 

STEP 5 - On the Add Email Scheduler Tab 

Item Description
1. Report Select the type of report you would like to be scheduled and send.
Options of Reports Available:
2. Sites If Site Reports is selected, please select the "Site" you required.
3. Recipient Email i) Group - Select the "User Group" Defined
ii) +Add Single Email - Input Email Address you would wish to be send to
4. Schedule Time Select the Time between 07:00 to 23:00 for the report selected to be send.
Please note that the Time Zone will be your local company time zone.
5. Status i) Active - Function will be activated and report will be send.
ii) Inactive - Function will be deactivated and report will not be send.

STEP 6 - System Notification - On the System Function Notification Required, Input Recipient and Select Status.
Recipient:
Select Group - Select the "User Group" Defined or +Add Single Email - Input Email Address you would wish to be send to.
Status: Active or Inactive

History Log - Display History Log of Scheduled Email and Notification Sent.

                 

Updated on July 14, 2021