BusinessObjects Enterprise Administrator's Guide

Specifying alert notification

Note:    This feature does not apply to Desktop Intelligence and Web Intelligence document objects.

Alerts are custom messages, created in Crystal Reports, that appear when certain conditions are met by data in a report. Alerts may indicate actions to be taken by the user or information about report data. If the alert condition (as defined in Crystal Reports) is true, the alert is triggered and its message is displayed.

In BusinessObjects Enterprise, you can choose to send alert notification when scheduling a report. If you enable alert notification, messages are sent through an SMTP server. You can configure email delivery options, specify the "To," "Cc," and "From" fields for the email, add subject and message information, set a URL for the viewer you want the email recipient to use, and set the maximum number of alert records to send.

Note:    

• The Alert Notification link is available only if the report object contains alerts.
• Alerts are triggered in the report object even if you disable alert notification.
• To enable alert notification, you must have the Email SMTP destination enabled and configured on the job servers. See "Configuring the destinations for job servers" on page 124.

To set alert notification

1. In the Objects management area of the CMC, select a report object by clicking its link.
2. Click the Schedule tab, and then click the Alert Notification link.

The Alert Notification page appears.

 

3. Select the Enable alert notification check box if you want to send an alert notification.
4. Select either Use the Job Server's defaults or Set the values to be used at schedule time here.

If you select the first option, BusinessObjects Enterprise will deliver the alert notification using the Job Server's default settings. You can change these settings in the Servers management area. For more information, see "Configuring the destinations for job servers" on page 124.

If you select the second option, you can specify the email settings:

• From

  Type a return address or distribution list.

• To

  Type the addresses or distribution list that you wish to send the report to.

• Cc

  Type the addresses or distribution list that you wish to send a copy of the alert notification to.

• Subject

  Complete the subject field.

• Message

  Type a short message, if required.

  Note:    Separate multiple addresses or distribution lists using semicolons.

5. Type the URL for the viewer in which you want the email recipient to view the report. Alternatively, you can select the default viewer by clicking Use default.

The viewer URL appears in the hyperlink that is sent in the alert notification email. You can set the default URL by clicking Object Settings on the main page of the objects management area of the CMC. For more information, see the developer documentation available on your product CD.

Note:    You must use World Wide Web Consortium (W3C) URL encoding when typing the viewer URL. For example, replace spaces in the path with %20. For more information, see http://www.w3.org/

6. Type the maximum number of alert records to be included in the alert notification.

The hyperlink in the alert notification displays a report page that contains the records that triggered the alert. Use this field to limit the number of records displayed.

Tip:    The Alert Name and Status fields are set in Crystal Reports.

7. Click Update.