ZINFI UPM Guide

Alerts Management for Administrators

View Alert Rules

Overview

In a complex partner management ecosystem, maintaining system health, data integrity, and operational efficiency is paramount. The Alerts Management module provides administrators with the necessary tools to monitor critical platform components and external integrations effectively. By setting up custom alert rules, administrators can receive timely notifications about events such as integration sync failures, workflow job failures, rate limit breaches, or unusual bulk upload activities. This proactive monitoring capability helps prevent minor issues from escalating into major problems that could impact partner operations or data synchronization.

Each alert rule can be configured with specific thresholds, severity levels (e.g., Warning, Critical), and target connectors or system types. This granular control ensures that administrators are alerted to the most relevant issues, allowing for quick diagnosis and resolution. The module also supports bulk operations, enabling efficient management of multiple alert rules, and includes features for importing and exporting rules, which is useful for migration or backup purposes. Ultimately, Alerts Management is a crucial component for maintaining the reliability and performance of the entire UPM platform.

Accessing Alert Rules

Alert Rules list view
Alert Rules list view

Click Alerts in the left navigation menu, then click Alert Rules.

Managing Alert Rules in Bulk

Alert Rules list view
Alert Rules list view

Click Alert Rules in the left navigation menu.

Alert Rules list view with all items selected
Alert Rules list view with all items selected

Click the Export button.

Alert Rules list view with Import button highlighted
Alert Rules list view with Import button highlighted

Click the Import button.

Cloning and Filtering Alert Rules

Alert Rules list view with Clone button highlighted
Alert Rules list view with Clone button highlighted

Click the Clone button.

Alert Rules list view
Alert Rules list view

Click the Filter button.

Viewing Alert Rule Details

Alert Rules list view
Alert Rules list view

Click the Filter button.

View Alert Rule details
View Alert Rule details

This screen displays the detailed configuration and history for a specific alert rule within the platform's Alerts Management module. Alert rules are critical for monitoring system health, integration performance, and key business processes, ensuring that administrators are promptly notified of issues or anomalies. Each rule defines a condition that, when met, triggers a notification and potentially an automated response. This view provides a comprehensive overview of the rule's parameters, including its triggering conditions, notification preferences, and a historical log of when the alert was triggered and what actions were taken in response. It allows administrators to understand the operational behavior of the alert and manage its lifecycle, including editing, disabling, or testing its functionality.

Review the detailed information for the selected alert rule, including its configuration and trigger history.

Buttons

ButtonDescription
EditClick to modify the alert rule's settings.
DeleteClick to permanently remove the alert rule.
CloneClick to create a new alert rule based on the settings of the current one.
DisableClick to deactivate the alert rule without deleting it.
Test AlertClick to simulate a trigger of this alert rule to verify its functionality.

Alert Rule Information

FieldDescription
Rule NameThe unique identifier for the alert rule.
DescriptionA brief explanation of what the alert rule monitors.
Connector/TargetThe specific integration or system that the alert rule is monitoring.
ThresholdThe specific condition or value that, when exceeded or met, triggers the alert.
Created AtThe date and time when the alert rule was initially created.
StatusIndicates whether the alert rule is currently active or disabled.
SeverityThe criticality level assigned to the alert when it triggers.
Rule TypeThe category or type of event that the alert rule monitors.
Trigger CountThe total number of times this alert rule has been triggered.
Last TriggeredThe date and time of the most recent trigger of this alert rule.

Notification Settings

FieldDescription
Email NotificationIndicates whether email notifications are enabled for this alert.
Slack WebhookIndicates whether Slack webhook notifications are configured for this alert.
Escalation EnabledIndicates whether escalation procedures are enabled if the alert is not addressed.
Cool-down PeriodThe duration after an alert triggers during which subsequent triggers are suppressed.
In-App NotificationIndicates whether notifications appear within the platform UI when the alert triggers.
MS Teams WebhookIndicates whether Microsoft Teams webhook notifications are configured for this alert.
Escalation DelayThe time period before an escalation process is initiated if the alert remains unaddressed.
Auto-RecoveryIndicates whether the system attempts to automatically resolve the issue that triggered the alert.

Trigger History

ColumnDescription
Triggered AtThe date and time when the alert was triggered.
EntityThe type of entity or process associated with the alert trigger.
Entity IDThe unique identifier of the specific entity or record involved in the alert trigger.
SeverityThe criticality level of the triggered alert.
StatusThe current resolution status of the triggered alert.
Action TakenThe action performed in response to the triggered alert, either automated or manual.
Alert Rule Recovery History and Audit Trail
Alert Rule Recovery History and Audit Trail

This screen provides a detailed view of an alert rule's operational history and modification log. The 'Recovery History' section tracks instances where the system attempted to recover from an issue related to the alert, showing the timestamp of the event, the specific issue encountered, the recovery action taken, and the outcome. This helps administrators understand the reliability and self-correction mechanisms of the alert system. The 'Audit Trail' section provides a record of who created and last modified the alert rule, along with the corresponding timestamps, ensuring transparency and accountability for changes made to critical system configurations.

Examine the details in the Recovery History and Audit Trail sections for the selected alert rule.

Audit Trail

FieldDescription
Created ByThe name of the user who initially created this alert rule.
Created AtThe date and time when this alert rule was first created.
Last Modified ByThe name of the user who last made changes to this alert rule.
Last Modified AtThe date and time when this alert rule was last modified.

Recovery History

ColumnDescription
TimestampThe date and time when a recovery event occurred.
IssueA description of the problem or error that triggered the recovery action.
Recovery ActionThe specific action taken by the system to resolve or mitigate the issue.
ResultThe outcome of the recovery action, indicating whether it was successful.