Professional Documents
Culture Documents
Student Guide
14492GC11
Production 1.1
September 2000
M013067
Copyright © Oracle Corporation, 2000. All rights reserved.
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Authors
Andrea Auld, Siu Chang, Richard Drage, Martyn James Kavanagh, Liz
MacKelden, Sylvia Pinner, Traci Short, Mike Smith, Adrian Tate, Markus
Tjahjadi
Oracle Tutor
Table of Contents
Profile
Before you begin this course, you should have the following qualifications:
Prerequisites
Oracle Publications
Additional Publications
• read.me files
• Oracle Magazine
This course uses simplified navigation paths, such as the following example, to
direct you through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
1. (N) From the Navigator window, select Invoice > Entry > Invoice Batches
Summary.
(N) = Navigator
(M) = Menu
(T) = Tab
(I) = Icon
(H) = Hyperlink
(B) = Button
This course uses a “navigation path” convention to represent actions you perform
to find pertinent information in the Oracle Applications Help System.
1. In the navigation frame of the help system window, expand the General
Ledger entry.
4. Review the Enter Journals topic that appears in the document frame of the
help system window.
Getting Help
Whenever you need assistance, simply choose an item from the Help menu to
pinpoint the type of information you want.
1. Choose Window Help from the Help menu, click the Help button on the
toolbar, or hold down the Control key and type 'h'.
2. If the document frame contains a list of topics associated with the window,
click on a topic of interest to display more detailed information.
3. You can navigate to other topics of interest in the help system, or choose
Close from your web browser's File menu to close help.
You can perform a search to find the Oracle Applications help information you
want. Simply enter your query in the text field located in the top-left frame of the
browser window when viewing help, then click the adjacent Find button.
Introduction
Introduction to
to Oracle
Oracle Alert
Alert
Course
Course Objectives
Objectives
After
After completing
completing this
this course,
course, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Create,
Create, run,
run, and
and test
test alerts
alerts
•• Customize
Customize alerts
alerts using
using duplicate
duplicate checking,
checking,
escalation,
escalation, and
and summary
summary thresholds
thresholds
•• Create
Create and
and run
run aa response
response processing
processing alert
alert
•• Plan
Plan for
for implementation
implementation of
of Oracle
Oracle Alert
Alert
Introduction
This course provides instructions for creating exception control solutions for
Oracle Applications. Participants will perform hands-on exercises and
participate in discussions on how they will use Oracle Alert in the workplace.
Oracle
Oracle Alert
Alert Process
Process Overview
Overview
• Send e-mail message
• Submit concurrent
Alert! program request
• Run SQL statement
script
• Run operating system
script
Server
Client
®
What
What Is
Is an
an Exception?
Exception?
•• An
An exception
exception is is aa specified
specified condition
condition found
found during
during
an
an alert
alert check.
check.
•• For
For example,
example, an an alert
alert checking
checking for
for users
users who
who did
did
not change their passwords within the designated
not change their passwords within the designated
time
time finds
finds five
five users
users that
that meet
meet the
the criteria.
criteria. Each
Each
user
user found
found isis an
an exception.
exception.
Examples
Examples of
of Event
Event Alerts
Alerts
•• Requisition
Requisition receipt:
receipt: Informs
Informs requester
requester that
that
Purchasing
Purchasing received/entered
received/entered thethe request
request
•• Purchase
Purchase approval:
approval: Informs
Informs manager
manager that
that aa
purchase order needs to be approved
purchase order needs to be approved
•• Database
Database monitoring:
monitoring: Informs
Informs DBA
DBA when
when database
database
tables
tables need
need more
more space
space andand allocates
allocates space
space ifif
response
response indicates
indicates to
to do
do so
so
Examples
Examples of
of Periodic
Periodic Alerts
Alerts
•• Personnel:
Personnel: Shows
Shows allall employees
employees that
that have
have
terminated
terminated in
in the
the last
last six
six months
months (monthly)
(monthly)
•• Payroll:
Payroll: Shows
Shows current
current balance
balance and
and vacation
vacation
reported by month (monthly)
reported by month (monthly)
•• Purchasing:
Purchasing: Detects
Detects creation
creation or
or edit
edit of
of vendor
vendor
with
with nonstandard
nonstandard payment
payment terms
terms (weekly)
(weekly)
•• Inventory:
Inventory: Shows
Shows when
when quantity
quantity onon hand
hand minus
minus
quantity
quantity ordered
ordered is
is less
less than
than reorder
reorder quantity
quantity
(weekly)
(weekly)
Action
Action Types
Types
An
An action
action is
is an
an event
event that
that occurs
occurs once
once aa monitored
monitored
database
database event
event occurs
occurs or
or once
once aa periodic
periodic checking
checking of
of
the database has been performed. Oracle Alert
the database has been performed. Oracle Alert can can
perform
perform these
these actions:
actions:
•• Send
Send an e-mail message
an e-mail message
•• Submit
Submit aa concurrent
concurrent program
program request
request
•• Run
Run aa SQL
SQL statement
statement script
script
•• Run
Run an
an operating
operating system
system script
script
Action
Action Levels
Levels
•• Detail:
Detail: Perform
Perform the
the action
action for
for each
each occurrence
occurrence of
of
the
the condition.
condition.
•• Summary:
Summary: Perform
Perform the
the action
action for
for aa group
group of
of
occurrences of the condition.
occurrences of the condition.
•• No
No Exception:
Exception: Perform
Perform the
the action
action when
when nothing
nothing in
in
the
the database
database meets
meets the
the search
search criteria.
criteria.
Example
Inform the account manager of invoices on hold
• Detail Action: Send a separate e-mail message for each invoice that meets
the search criteria of invoices on hold.
• Summary Action: Send a single e-mail message listing all invoices that
meet the search criteria, or send one summary for each vendor.
• No Exception Action: Send an e-mail message stating that nothing in the
database is on hold.
Seven
Seven Steps
Steps to
to Implementing
Implementing
an
an Alert
Alert
Success!
7. Document
6. Review history/request log
Defining
Defining an
an Event
Event Alert
Alert
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Define
Define event
event alert
alert conditions
conditions
•• Use
Use implicit
implicit inputs
inputs
•• Create
Create detail
detail alert
alert actions
actions
•• Build
Build an
an alert
alert action
action set
set
•• Test
Test the
the alert
alert
•• Evaluate
Evaluate alert
alert history
history
What
What Is
Is an
an Alert?
Alert?
•• Alert:
Alert: An
An entity
entity that
that
monitors
monitors your
your
business
business information
information
and
and notifies
notifies you
you ofof the
the
information
information you
you want
want
•• Event
Event Alert:
Alert: Runs
Runs
when
when an insert
an insert or
or an
an
update
update occurs in aa
occurs in
specific
specific Oracle
Oracle
Application
Application oror custom
custom
Oracle
Oracle Application
Application
database
database table
table
Business
Business Problem
Problem
Define
Define an
an event
event alert
alert to
to solve
solve the
the following
following business
business
problem
problem for
for the
the system
system administrator:
administrator:
•• Problem
Problem
–– Need
Need toto inform
inform newnew Oracle
Oracle Applications
Applications users
users
of
of their
their new
new login
login
–– Need
Need toto notify
notify system
system administrator
administrator of of new
new
accounts
accounts
•• Solution—Create
Solution—Create an an event
event alert
alert
–– Activates
Activates when a new application user
when a new application user is
is
created
created
–– Automatically
Automatically notifies
notifies aa new
new user
user by
by e-mail
e-mail that
that
the
the user’s
user’s account
account is is available
available
–– Sends
Sends aa confirming
confirming message
message to to the
the system
system
administrator
administrator of of the
the new
new user
user created
created
®
Research
Research
•• Table
Table name
name
•• Application
Application database
database
tables—column
tables—column
names
names
•• Technical
Technical reference
reference
manuals
manuals
•• Class
Class materials
materials
•• E-mail
E-mail address
address books
books
Alert
Alert Terminology
Terminology
Term Definition
Defining
Defining an
an Event
Event Alert
Alert
Use
Use the
the Alerts
Alerts window
window to
to enter:
enter:
•• Application
Application
•• Name
Name
•• Description
Description
•• Event
Event Details
Details
•• Keep_Days
Keep_Days
•• Select
Select Statement
Statement
(N)
(N) Alert—>Define
Alert—>Define
®
Defining
Defining Event
Event Details
Details
Use
Use the
the Event
Event region
region of
of the
the Alerts
Alerts window
window to
to enter
enter
event
event details:
details:
•• Application
Application
•• Table
Table
•• After
After Insert
Insert
•• After
After Update
Update
(N)
(N) Alert—>Define
Alert—>Define
®
Writing
Writing the
the SQL
SQL SELECT
SELECT Statement
Statement
SELECT user_name,
email_address
INTO &user_name,
&email_address
FROM fnd_user
WHERE rowid = :rowid
Verifying
Verifying the
the SQL
SQL SELECT
SELECT Statement
Statement
In
In the
the Alerts
Alerts window
window ,, click
click the
the Verify
Verify button
button to
to test
test
the
the syntax
syntax of
of your
your SQL
SQL SELECT
SELECT statement.
statement.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Verify
Verify
®
Specifying
Specifying Alert
Alert Inputs
Inputs
Use
Use the
the Inputs
Inputs region
region of
of the
the Alert
Alert Details
Details window
window to
to
find
find the
the inputs
inputs created
created when
when your
your SQL
SQL statement
statement
was
was saved
saved and
and enter:
enter:
•• Description
Description
•• Data
Data Type
Type
•• Default
Default Values
Values
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Alert
Alert Details
Details
®
Defining
Defining Alert
Alert Outputs
Outputs
Use
Use the
the Outputs
Outputs region
region of
of the
the Alert
Alert Details
Details window
window to
to
find
find the
the outputs
outputs created
created when
when you
you ran
ran your
your SQL
SQL
statement
statement and
and enter:
enter:
•• Description
Description
•• Max
Max Length
Length -- Detail
Detail
•• Max
Max Length
Length -- Summary
Summary
•• Number
Number Format
Format
•• Check
Check For
For Duplicates
Duplicates
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Alert
Alert Details
Details
®
Defining
Defining an
an Event
Event Alert
Alert Action
Action
Use
Use the
the Actions
Actions window
window to
to enter:
enter:
•• Action
Action Name
Name
•• Description
Description
•• Action
Action Level
Level
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions
®
Defining an Action
For each type of action, you can select three levels of actions.
• Detail: Represents one action for each exception found during the alert
check.
• Summary: Represents one action for a group of exceptions. Groups
exceptions either in a single message or in another type of action,
depending upon the action and action set definition.
• No Exception: Performs when no exceptions are found during an alert
check.
Defining
Defining Action
Action Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to select
select an
an action
action
type:
type:
•• Message
Message
•• Concurrent
Concurrent Program
Program
•• Operating
Operating System
System Script
Script
•• SQL
SQL Statement
Statement Script
Script
Oracle
Oracle Alert
Alert displays
displays only
only those
those fields
fields that
that are
are
relevant
relevant to
to that
that action
action type.
type.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Defining
Defining Message
Message Action
Action Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to enter:
enter:
•• To
To
•• Cc
Cc
•• Bcc
Bcc
•• Subject
Subject
•• File
File or
or Text
Text
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Defining
Defining an
an Alert
Alert Action
Action Set
Set
Use
Use the
the Action
Action Sets
Sets window
window to
to enter:
enter:
•• Seq
Seq
•• Action
Action Set
Set Name
Name
•• Description
Description
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Defining
Defining Alert
Alert Action
Action Set
Set Members
Members
Use
Use the
the Members
Members region
region of
of the
the Action
Action Sets
Sets window
window to
to
enter:
enter:
•• Seq
Seq
•• Action
Action
•• On
On Error
Error Action
Action
•• End
End Date
Date
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Testing
Testing an
an Alert
Alert
After
After defining
defining an
an alert,
alert, test
test the
the alert
alert by
by performing
performing aa
sample
sample case
case of
of the
the event
event that
that triggers
triggers the
the alert.
alert.
Testing Alerts
Event alerts fire off a concurrent request whose status can only be seen under
the System Administrator responsibility. To see the request in the System
Administrator responsibility, select Concurrent—>Requests from the Navigator.
To see the log file, from within the Requests window, choose
(M) Tools—>Manager Log.
Reviewing
Reviewing Alert
Alert History
History
Use
Use the
the Review
Review Alert
Alert History
History window
window to
to enter:
enter:
•• Application
Application
•• Alert
Alert Name
Name
•• View
View History
History Dates
Dates
(N)
(N) History
History
®
Reviewing
Reviewing Alert
Alert Checks
Checks
Use
Use the
the Review
Review Alert
Alert Checks
Checks window
window to
to view:
view:
•• Requestor
Requestor
•• Request
Request Date
Date and
and Time
Time
•• Request
Request ID
ID
•• Status
Status
•• History
History Purge
Purge Date
Date
(N)
(N) History
History (B)
(B) Find
FindChecks
Checks
®
Reviewing
Reviewing Action
Action Set
Set Checks
Checks
Use
Use the
the Action
Action Set
Set Checks
Checks region
region of
of the
the Review
Review Alert
Alert
Checks
Checks window
window to
to view:
view:
•• Action
Action Set
Set Name
Name
•• Oracle
Oracle ID
ID
•• Status
Status
•• Number
Number of
of Exceptions
Exceptions
•• Number
Number of
of Actions
Actions
(N)
(N) History
History (B)
(B) Find
FindChecks
Checks
®
Displaying
Displaying Output
Output Variables
Variables
Use
Use the
the Display
Display Output
Output Variables
Variables window
window to
to select
select
the
the output
output variables
variables you
you want
want to
to review.
review.
(N)
(N) History
History (B)
(B) Find
FindExceptions
Exceptions
®
Reviewing
Reviewing Alert
Alert Exceptions
Exceptions
Use
Use the
the Review
Review Alert
Alert Exceptions
Exceptions window
window to
to view:
view:
•• Action
Action Set
Set Name
Name
•• Request
Request Date
Date and
and Time
Time
•• Oracle
Oracle ID
ID
•• Alert
Alert Exceptions
Exceptions
–– Variable
Variable Name
Name
–– Value
Value
(N)
(N) History
History (B)
(B) Find
FindExceptions
Exceptions (B)
(B) OK
OK
®
Reviewing
Reviewing Alert
Alert Actions
Actions
Use
Use the
the Review
Review Alert
Alert Actions
Actions window
window to
to view:
view:
•• Action
Action Set
Set Name
Name
•• Request
Request Date
Date and
and Time
Time
•• Oracle
Oracle ID
ID
•• Alert
Alert Actions
Actions
–– Action
Action Name
Name
–– Type
Type
–– Time
Time Finished
Finished
–– Details
Details
(N)
(N) History
History (B)
(B) Find
FindActions
Actions
®
Reviewing
Reviewing the
the Alert
Alert Action
Action Log
Log
Use
Use the
the Alert
Alert Action
Action Log
Log window
window to
to view
view the
the action
action
log.
log.
(N)
(N) History
History (B)
(B) Find
FindActions
Actions (B)
(B) Action
ActionLog
Log
®
Reviewing
Reviewing Alert
Alert History
History --
Navigation
Navigation Path
Path Summary
Summary
•• Review
Review Alert
Alert Checks
Checks
(N)
(N) History
History (B)
(B) Find
Find Checks
Checks
•• Display
Display Output
Output Variables
Variables
(N)
(N) History
History (B)
(B) Find
Find Exceptions
Exceptions
•• Review
Review Alert
Alert Exceptions
Exceptions
(N)
(N) History
History (B)
(B) Find
Find Exceptions
Exceptions (B)
(B) OK
OK
•• Review
Review Alert
Alert Actions
Actions
(N)
(N) History
History (B)
(B) Find
Find Actions
Actions
•• Alert
Alert Action
Action Log
Log
(N)
(N) History
History (B)
(B) Find
Find Actions
Actions (B)
(B) Action
Action Log
Log
•• Response
Response History
History Review
Review
(N)
(N) History
History (B)
(B) Find
Find Actions
Actions (B)
(B) Response
Response
®
Documenting
Documenting an
an Alert
Alert
Practice
Practice 2-1
2-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining an
an alert
alert
•• Describing
Describing the
the types
types of
of actions
actions that
that Oracle
Oracle Alert
Alert
can
can perform
perform
•• Describing
Describing the
the levels
levels of
of actions
actions that
that Oracle
Oracle Alert
Alert
can
can perform
perform
Practice
Practice 2-2
2-2
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining an
an alert
alert
•• Defining
Defining alert
alert actions
actions
•• Defining
Defining an
an action
action set
set
•• Running
Running and
and testing
testing an
an alert
alert
•• Reviewing
Reviewing history
history for
for an
an alert
alert
Summary
Summary
•• Event
Event alert
alert conditions
conditions areare detected
detected byby the
the alert
alert
when
when anan insert
insert or
or update
update is is done
done to
to the
the specified
specified
database
database table.
table.
•• Implicit
Implicit input
input values
values are
are supplied
supplied by by Oracle
Oracle Alert.
Alert.
•• The
The SQL
SQL SELECT
SELECT statement
statement defines
defines your
your alert
alert
condition
condition andand retrieves
retrieves all
all information
information needed
needed to to
perform
perform the
the action
action you
you define.
define.
•• A
A detail
detail action
action performs
performs oneone action
action for
for each
each
exception
exception found;
found; aa summary
summary action
action groups
groups
exceptions;
exceptions; aa nono exception
exception action
action performs
performs an an
action
action defined
defined when
when nono exceptions
exceptions are are found.
found.
•• All
All actions
actions are
are put
put in
in an
an action
action set
set to
to be
be
performed.
performed.
•• Alert
Alert history
history isis used
used toto review
review actions
actions performed
performed
by
by Oracle
Oracle Alert.
Alert.
®
Lesson Summary
In this lesson, you learned to define alert conditions using SQL SELECT
statements. Implicit inputs can be used to set up the conditions. You define
actions to occur when the alert conditions are found. Place all actions that you
define in an action set that you test by triggering the event that would find the
condition defined. Alert history shows you the results of your alert actions.
Defining
Defining aa Periodic
Periodic Alert
Alert
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Define
Define periodic
periodic alert
alert conditions
conditions
•• Determine
Determine aa periodic
periodic alert
alert schedule
schedule
•• Create
Create No
No Exception
Exception alert
alert actions
actions
•• Check
Check aa periodic
periodic alert
alert
Business
Business Problem
Problem
Define
Define aa periodic
periodic alert
alert to
to solve
solve the
the following
following business
business
problem:
problem:
•• Problem—Every
Problem—Every week,week, management
management needs
needs to
to
know
know about
about all
all purchases
purchases over
over $50,000.
$50,000.
•• Solution—Create
Solution—Create aa periodic
periodic alert:
alert:
–– Send
Send aa message
message toto management
management listing
listing all
all
purchase
purchase orders
orders created
created that
that week
week where
where the
the
total
total dollar
dollar amount
amount is
is $50,000
$50,000 or
or more.
more.
–– Send
Send aa message
message toto management
management when when nono
purchase orders exceed $50,000.
purchase orders exceed $50,000.
–– Allow
Allow management
management to to change
change the
the dollar
dollar
amount
amount threshold.
threshold.
®
Research
Research
•• Technical
Technical manuals
manuals
•• E-mail
E-mail address
address books
books
•• Application
Application database
database
tables
tables
•• Help
Help—>Record
Record
Help—>Record
History,
History, for
for column
column
names
names
•• Schedule
Schedule forfor running
running
the alert
the alert
Research
• Research all the applications and tables you will need to access to define
the alert condition.
• Determine what the alert actions should actually do.
• Determine what any message actions should say.
• Look up the e-mail addresses or distribution list names for message
actions that you will define.
• Determine when you want this alert to be performed.
• Refer to any technical manuals needed to help you build your SQL
SELECT statement or definition for the alert.
Defining
Defining aa Periodic
Periodic Alert
Alert
Use
Use the
the Alerts
Alerts window
window to
to enter:
enter:
•• Application
Application
•• Name
Name
•• Description
Description
•• Periodic
Periodic Details
Details
•• Keep_Days
Keep_Days
•• Select
Select Statement
Statement
(N)
(N) Alert—>Define
Alert—>Define
®
Defining
Defining Periodic
Periodic Details
Details
Use
Use the
the Periodic
Periodic region
region of
of the
the Alerts
Alerts window
window to
to enter
enter
periodic
periodic details:
details:
•• Frequency
Frequency
•• Start
Start Time
Time
•• End
End Time
Time
(N)
(N) Alert—>Define
Alert—>Define
®
Predefined
Predefined Frequencies
Frequencies
•• On
On demand
demand •• Every
Every other
other day
day
•• On
On day
day of
of the
the month
month •• Every
Every business
business day
day
•• On
On day
day of
of the
the week
week •• Every
Every other
other business
business
•• Every day
day
Every N
N calendar
calendar days
days
•• Every
Every N
N business
business
days
days
•• Every
Every day
day
Predefined Frequencies
To run an alert on the last day of the month, specify it as the 31st of the month.
If there are fewer days in the month, the alert will run on the last day of the
month, whichever date that is.
Writing
Writing the
the SQL
SQL SELECT
SELECT Statement
Statement
SELECT user_name,
password_date,
:threshold_days
INTO &user,
&lastday,
&numdays
FROM fnd_user
WHERE sysdate = NVL(password_date,
sysdate) + :threshold_days
ORDER BY user_name
Verifying
Verifying and
and Running
Running the
the SQL
SQL SELECT
SELECT
Statement
Statement
Use
Use the
the Alerts
Alerts window
window to to test
test your
your SQL
SQL SELECT
SELECT
statement.
statement.
•• Click
Click the
the Verify
Verify button
button to
to verify
verify the
the SQL
SQL syntax.
syntax.
The
The parsing
parsing of
of your
your SELECT
SELECT statement
statement results
results isis
displayed
displayed in
in aa Note
Note window.
window.
•• Click
Click the
the Run
Run button
button toto run
run the
the SQL
SQL statement
statement
outside Oracle Alert using one of
outside Oracle Alert using one of your your
application’s
application’s Oracle
Oracle IDs.
IDs. The
The number
number ofof rows
rows
returned
returned by the SQL statement is displayed in
by the SQL statement is displayed in aa
Note
Note window.
window.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Verify
Verify
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Run
Run
®
Specifying
Specifying Alert
Alert Inputs
Inputs
Use
Use the
the Inputs
Inputs region
region of
of the
the Alert
Alert Details
Details window
window to
to
find
find the
the inputs
inputs from
from your
your SELECT
SELECT statement
statement and
and
enter:
enter:
•• Description
Description
•• Data
Data Type
Type
•• Default
Default Values
Values
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Alert
Alert Details
Details
®
Defining
Defining Alert
Alert Outputs
Outputs
Use
Use the
the Outputs
Outputs region
region of
of the
the Alert
Alert Details
Details window
window to
to
find
find the
the outputs
outputs from
from your
your SELECT
SELECT statement
statement and
and
enter:
enter:
•• Description
Description
•• Max
Max Length
Length -- Detail
Detail
•• Max
Max Length
Length -- Summary
Summary
•• Number
Number Format
Format
•• Check
Check For
For Duplicates
Duplicates
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Alert
Alert Details
Details
®
Defining
Defining aa Periodic
Periodic Alert
Alert Action
Action
Use
Use the
the Actions
Actions window
window to
to enter:
enter:
•• Action
Action Name
Name
•• Description
Description
•• Action
Action Level
Level
–– Detail
Detail
–– Summary
Summary
–– No
No Exception
Exception
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions
®
Defining
Defining Action
Action Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to select
select an
an action
action
type:
type:
•• Message
Message
•• Concurrent
Concurrent Program
Program
•• Operating
Operating System
System Script
Script
•• SQL
SQL Statement
Statement Script
Script
Oracle
Oracle Alert
Alert displays
displays only
only those
those fields
fields that
that are
are
relevant
relevant to
to that
that action
action type.
type.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Defining
Defining Message
Message Action
Action Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to enter:
enter:
•• To
To
•• Cc
Cc
•• Bcc
Bcc
•• Subject
Subject
•• Column
Column Overflow
Overflow
•• Max
Max Width
Width
•• File
File or
or Text
Text
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Defining
Defining aa Periodic
Periodic Alert
Alert Action
Action Set
Set
Use
Use the
the Action
Action Sets
Sets window
window to
to enter:
enter:
•• Seq
Seq
•• Action
Action Set
Set Name
Name
•• Description
Description
•• Suppress
Suppress Duplicates
Duplicates
•• Enabled
Enabled
•• End
End Date
Date
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Defining
Defining Alert
Alert Action
Action Set
Set Members
Members
Use
Use the
the Members
Members region
region of
of the
the Action
Action Sets
Sets window
window to
to
enter:
enter:
•• Seq
Seq
•• Action
Action
•• On
On Error
Error Action
Action
•• End
End Date
Date
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Modifying
Modifying Action
Action Set
Set Inputs
Inputs
Use
Use the
the Value
Value field
field in
in the
the Inputs
Inputs region
region of
of the
the Action
Action
Sets
Sets window to enter specific input values for the
window to enter specific input values for the
action
action set
set that
that override
override the
the default
default values.
values.
•• You
You can
can customize
customize the the SQL
SQL SELECT
SELECT statement
statement byby
changing
changing the
the input
input values
values for
for an
an action
action set
set instead
instead
of
of changing
changing thethe coding.
coding.
•• When
When the
the inputs
inputs are
are selected
selected into
into outputs,
outputs,
changing
changing the input values in each action
the input values in each action set
set also
also
changes
changes the output values, allowing you to send
the output values, allowing you to send
messages
messages containing
containing different
different information.
information.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Checking
Checking aa Periodic
Periodic Alert
Alert
Use
Use the
the Request
Request Periodic
Periodic Alert
Alert Check
Check window
window to
to
enter:
enter:
•• Application
Application
•• Alert
Alert
•• Start
Start Date
Date
(N)
(N) Request—>Check
Request—>Check
®
Reviewing
Reviewing Alert
Alert History
History
Review
Review the
the alert
alert history
history for
for aa periodic
periodic alert
alert using
using the
the
same
same procedures
procedures as as you
you use
use for
for an
an event
event alert.
alert.
Documenting
Documenting the
the Alert
Alert
Document
Document youryour alert
alert so
so that
that others
others can
can understand
understand
how
how itit works
works and
and what
what itit does.
does.
Practice
Practice 3-1
3-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining periodic
periodic alert
alert conditions
conditions
•• Identifying
Identifying differences
differences between
between event
event and
and periodic
periodic
alerts
alerts
•• Dealing
Dealing with
with exceptions
exceptions byby limiting
limiting the
the exceptions
exceptions
found
found by
by the
the alert
alert and
and allowing
allowing them
them to
to be
be
changed
changed asas needed
needed
Practice
Practice 3-2
3-2
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Creating
Creating an
an on-demand
on-demand alert
alert that
that sends
sends aa message
message
depending on an exception condition
depending on an exception condition
•• Formatting
Formatting messages
messages
•• Creating
Creating No
No Exception
Exception alert
alert actions
actions
•• Creating
Creating summary
summary messages
messages
•• Checking
Checking and
and testing
testing the
the alert
alert
Practice
Practice 3-3
3-3
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining an
an input
input variable
variable for
for an
an alert
alert
•• Modifying
Modifying the
the input
input variable
variable amount
amount to
to retrieve
retrieve
different
different information
information
Summary
Summary
•• A
A periodic
periodic alert
alert checks
checks your
your database
database forfor
exceptions
exceptions according
according toto aa schedule
schedule you
you define.
define.
•• A
A No
No Exception
Exception message
message performs
performs when
when no no
exceptions
exceptions are
are found.
found.
•• When
When defining
defining messages,
messages, the the critical
critical outputs
outputs are
are
inserted
inserted outside
outside ofof the
the summary
summary template.
template.
•• Summary
Summary information
information isis placed
placed inside
inside the
the
message’s
message’s summary
summary template.
template.
•• A
A periodic
periodic alert
alert can
can be
be submitted
submitted using
using the
the
Request
Request Periodic
Periodic Alert
Alert Check
Check window.
window.
Lesson Summary
In this lesson, you learned how to define a periodic alert to perform on a defined
day or on demand. Input values can be modified, and output lengths and values
can be modified in the Inputs and Outputs regions of the Action Sets window.
Action details can be defined using exception messages with critical outputs.
The placement of the message in the message template field has an effect on the
e-mail message and how it is processed.
Summary
Summary Thresholds,
Thresholds, Copying,
Copying, and
and
Deleting Alerts
Deleting Alerts
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Define
Define different
different action
action levels
levels based
based on
on the
the number
number
of exceptions found using a summary threshold
of exceptions found using a summary threshold
•• Test
Test aa summary
summary threshold
threshold alert
alert
•• Copy
Copy alerts
alerts across
across applications
applications
•• Describe
Describe how
how to
to delete
delete alerts
alerts
How
How aa Summary
Summary Threshold
Threshold Works
Works
Alert
check
No > Yes
Summary
threshold?
Perform Perform
detail summary
actions action
Summary Thresholds
A summary threshold allows you to define when the alert should perform
summary actions versus detail actions. Once you define a summary threshold,
Oracle Alert can determine whether to perform detail or summary actions for an
alert. If the number of exceptions for an alert exceeds the summary threshold
value that you define, Oracle Alert performs a summary action; otherwise, it
performs a detail action for each exception found.
Business
Business Problem
Problem
Define
Define an
an alert
alert to
to solve
solve the
the following
following business
business
problem:
problem:
•• Problem—The
Problem—The purchasing
purchasing manager
manager needs
needs to
to be
be
notified
notified of
of overdue
overdue items,
items, but
but wants
wants aa summary
summary ofof
the items if more than one is overdue.
the items if more than one is overdue.
•• Solution—Define
Solution—Define an an alert
alert and
and set
set the
the summary
summary
threshold
threshold toto 1.
1.
Creating
Creating aa Summary
Summary Threshold
Threshold Alert
Alert
To
To use
use aa summary
summary threshold
threshold for
for an
an alert,
alert, you
you must:
must:
•• Define
Define the
the alert
alert
•• Define
Define one
one detail
detail action
action for
for the
the alert
alert
•• Define
Define one
one summary
summary action
action for
for the
the alert
alert
•• Add
Add these
these two
two actions
actions to
to aa threshold
threshold group
group
•• Add
Add the
the threshold
threshold group
group as
as aa member
member of
of the
the
action set for the alert
action set for the alert
Defining
Defining aa Threshold
Threshold Group
Group
Use
Use the
the Threshold
Threshold Groups
Groups window
window to
to enter:
enter:
•• Group
Group Name
Name
•• Description
Description
•• Type
Type
•• Threshold
Threshold Group
Group Members
Members
(N)
(N) Alert—>Define—>(M)
Alert—>Define—>(M) Tools—>Threshold
Tools—>Threshold Groups
Groups
®
Adding
Adding aa Threshold
Threshold Group
Group to
to an
an
Action
Action Set
Set
Use
Use the
the Action
Action Sets
Sets window
window toto define
define an
an action
action set.
set. In
In
the
the Members
Members region,
region, enter:
enter:
•• Action:
Action: Select
Select the
the threshold
threshold group
group name.
name.
•• Summary
Summary Threshold:
Threshold: Enter
Enter the
the summary
summary threshold
threshold
value.
value.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Testing
Testing and
and Running
Running the
the Alert
Alert
•• Request
Request anan alert
alert check
check toto test
test your
your
periodic
periodic alert,
alert, or
or perform
perform thethe
necessary
necessary actions
actions toto trigger
trigger your
your
event
event alert
alert
•• Review
Review the
the alert
alert history,
history, including
including
checks,
checks, actions, and
actions, and exceptions
exceptions
•• Document
Document thethe alert
alert
Checking
Checking Actions
Actions and
and Exceptions
Exceptions
•• IfIf you
you have
have aa summary
summary •• IfIf you
you have
have aa summary
summary
threshold
threshold of of 3,
3, and
and 33 threshold
threshold ofof 3,
3, and
and 44
exceptions are found,
exceptions are found, exceptions are found,
exceptions are found,
then
then 33 detail
detail actions
actions 11 summary
summary action
action will
will
will
will be performed,
be performed, 11 be
be performed with
performed with 44
for
for each
each exception.
exception. exceptions
exceptions listed.
listed.
Invoice 111
Invoice 222
Invoice 333 Invoice 111
Invoice 222
Invoice 333
Invoice 444
Total $22,436
Copying
Copying Alert
Alert Definitions
Definitions
Use
Use the
the Transfer
Transfer Alert
Alert Definitions
Definitions window
window to
to enter:
enter:
•• Source
Source Alert
Alert
–– Application
Application
–– Alert
Alert
–– Database
Database
•• Destination
Destination Alert
Alert
–– Application
Application
–– Alert
Alert
–– Database
Database
(N)
(N) Alert—>Define—>(M)
Alert—>Define—>(M) Tools—>Transfer
Tools—>Transfer Alert
Alert
®
Copying
Copying Alerts
Alerts
•• You
You can
can transfer
transfer an
an alert
alert definition
definition toto another
another
database
database or or make
make aa copy
copy ofof an
an existing
existing alert
alert in
in the
the
same
same database.
database.
•• You
You must
must enable
enable the
the copied
copied alert
alert before
before you
you can
can
use it. Find the Alert in the Alerts window
use it. Find the Alert in the Alerts window and and
check
check the
the Enabled
Enabled check
check box.
box.
(N)
(N) Alert—>Define
Alert—>Define
®
Deleting
Deleting Alert
Alert Definitions
Definitions
•• You
You can
can delete
delete alert
alert definitions
definitions in
in
the
the Alerts
Alerts window.
window.
•• You
You can
can delete
delete an
an alert
alert only
only ifif the
the
alert has no history, no enabled
alert has no history, no enabled
action
action sets,
sets, and
and no
no outstanding
outstanding
responses.
responses.
•• IfIf you
you delete
delete an
an alert
alert that
that has
has
actions
actions or or response
response sets
sets defined
defined
but
but no no enabled
enabled action
action sets,
sets, Oracle
Oracle
Alert
Alert deletes
deletes the
the alert
alert and
and its
its
associated
associated actions
actions and
and response
response
sets.
sets.
(N)
(N) Alert—>Define—>(M)
Alert—>Define—>(M) Edit—>Delete
Edit—>Delete
®
Practice
Practice 4-1
4-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Understanding
Understanding the
the uses
uses of
of aa summary
summary threshold
threshold
•• Understanding
Understanding how
how to
to delete
delete an
an alert
alert
Practice
Practice 4-2
4-2
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Copying
Copying an
an alert
alert
•• Using
Using aa summary
summary threshold
threshold
•• Testing
Testing aa summary
summary threshold
threshold
Summary
Summary
•• To
To define
define aa summary
summary threshold,
threshold, you you first
first create
create an
an
alert
alert in in the
the Alerts
Alerts window
window and and define
define oneone detail
detail
action
action and and one
one summary
summary action
action for for the
the alert.
alert.
•• A
A threshold group will contain the two actions as
threshold group will contain the two actions as
members.
members.
•• The
The summary
summary threshold
threshold represents
represents the the maximum
maximum
number
number of of exceptions
exceptions that that the
the alert
alert can
can find
find before
before
itit switches
switches from
from performing
performing the the detail
detail action
action toto
performing
performing the the summary
summary action.
action.
•• You
You can can delete
delete an
an alert
alert only
only ifif the
the alert
alert has
has nono
history,
history, no no enabled
enabled action
action sets,
sets, andand nono
outstanding
outstanding responses.
responses.
•• After
After you you copy
copy anan alert,
alert, you
you must
must enable
enable the the alert
alert
before
before you you can
can use
use it.
it.
®
Lesson Summary
In this lesson, you learned how to let Oracle Alert determine whether to perform
detail or summary actions for an alert by defining a summary threshold. If the
number of exceptions for an alert exceeds the summary threshold value that you
define, Oracle Alert performs a summary action; otherwise, it performs a detail
action for each exception found.
You can copy alert definitions. After you copy an alert, you must enable the
alert before you can use it.
You can only delete an alert if the alert has no history, no enabled actions sets,
and no outstanding responses. In an upcoming lesson, you will learn what a
response is.
Implementing
Implementing Duplicate
Duplicate Checking
Checking
and
and Action
Action Escalation
Escalation
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Check
Check for
for duplicate
duplicate exceptions
exceptions
•• Define
Define an
an action
action escalation
escalation alert
alert
Duplicate Checking
You can define an alert to check for exceptions that remain in your database
over time. Each time Oracle Alert encounters an exception it found during a
previous alert check, it considers that exception a “duplicate” and can perform
alert actions based on the presence of that duplicate exception. You determine
which outputs Oracle Alert should consider when checking for duplicates, and
you can turn duplicate checking “off” for any or all alert outputs.
Duplicate
Duplicate Exceptions
Exceptions
Implementing
Implementing Duplicate
Duplicate Checking
Checking
To
To implement
implement duplicate
duplicate checking
checking while
while defining
defining anan
alert,
alert, you
you should:
should:
•• Save
Save alert
alert history
history
•• Define
Define aa default
default duplicate
duplicate configuration
configuration at
at the
the alert
alert
level
level
•• Optionally
Optionally modify
modify the
the duplicate
duplicate configuration
configuration atat
the
the action
action set
set level
level
•• Test
Test your
your alert
alert
Saving
Saving Alert
Alert History
History
•• While
While defining
defining the
the alert
alert in
in the
the Alerts
Alerts window,
window, use use
the
the Keep_Days
Keep_Days fieldfield to
to enter
enter the
the number
number of of days
days
for
for which
which you
you want
want Oracle
Oracle Alert
Alert to
to save
save the
the alert
alert
history.
history.
•• You
You must
must save
save the
the history
history forfor your
your alert
alert for
for at
at least
least
one
one day
day longer
longer than
than the
the frequency
frequency of of the
the alert
alert ifif
you
you want
want to
to use
use duplicate
duplicate checking.
checking. Oracle
Oracle Alert
Alert
cannot
cannot check
check for
for duplicates
duplicates ifif the
the history
history for
for the
the
previous
previous alert
alert check
check is is not
not retained.
retained.
(N)
(N) Alert—>Define
Alert—>Define
®
Defining
Defining the
the Default
Default Duplicate
Duplicate
Configuration
Configuration
Use
Use the
the Outputs
Outputs region
region ofof the
the Alert
Alert Details
Details window
window toto
define
define the
the duplicate
duplicate exception
exception conditions:
conditions:
•• Select
Select the
the outputs
outputs that
that you
you want
want toto check
check for
for
duplicate
duplicate exceptions by enabling the Check for
exceptions by enabling the Check for
Duplicates
Duplicates option
option for
for those
those outputs.
outputs.
•• This
This configuration
configuration becomes
becomes the the default
default for
for all
all
action
action sets
sets you
you create
create for
for this
this alert.
alert.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Alert
Alert Details
Details
®
Modifying
Modifying the
the Duplicate
Duplicate Configuration
Configuration for
for
an
an Action
Action Set
Set
•• Oracle
Oracle Alert
Alert automatically
automatically creates
creates the
the duplicate
duplicate
configuration
configuration for a new action set from the
for a new action set from the default
default
duplicate
duplicate configuration
configuration you
you defined
defined for
for the
the alert.
alert.
•• You
You can
can modify
modify thethe duplicate
duplicate configuration
configuration for
for the
the
action
action set
set in
in the
the Outputs
Outputs region
region of
of the
the Action
Action Sets
Sets
window
window byby enabling
enabling oror disabling
disabling the
the Check
Check for
for
Duplicates
Duplicates option
option for
for each
each output.
output.
•• Each
Each action
action set
set duplicate
duplicate configuration
configuration takes
takes
precedence
precedence over the default alert
over the default alert duplicate
duplicate
configuration
configuration during
during an
an alert
alert check.
check.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Suppressing
Suppressing Actions
Actions for
for Duplicate
Duplicate
Exceptions
Exceptions
•• Check
Check the the Suppress
Suppress Duplicates
Duplicates check
check box
box inin the
the
Action
Action SetsSets window
window ifif you
you want
want Oracle
Oracle Alert
Alert not
not to
to
perform the detail actions in this action
perform the detail actions in this action set for set for
duplicate
duplicate exceptions.
exceptions.
•• IfIf you
you check Suppress
check Suppress Duplicates
Duplicates for
for an
an action
action set
set
that
that includes
includes aa summary
summary message
message action,
action, Oracle
Oracle
Alert
Alert still
still includes
includes duplicate
duplicate exceptions
exceptions in in the
the
summary
summary message,message, butbut marks
marks the
the duplicates
duplicates withwith
an
an asterisk
asterisk (*).
(*).
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Action
Action Escalation
Escalation
Action Escalation
You can create a set of actions—each action of a different level—that Oracle
Alert performs if it finds the same exception during consecutive alert checks.
Each time that Oracle Alert finds the same duplicate exception, it performs the
next level detail action. For every escalation level, you can define a different
action. For each alert, you can define an unlimited number of escalation levels.
Implementing
Implementing Action
Action Escalation
Escalation
To
To implement
implement action
action escalation
escalation while
while defining
defining an
an
alert,
alert, you
you should:
should:
•• Save
Save alert
alert history
history
•• Define
Define the
the duplicate
duplicate configuration
configuration
•• Define
Define actions
actions for
for different
different escalation
escalation severity
severity
levels
levels
•• Add
Add the
the actions
actions to
to an
an escalation
escalation group
group
•• Add
Add the
the escalation
escalation group
group as
as aa member
member of
of the
the
action
action set
set for
for the
the alert
alert
•• Test
Test your
your alert
alert
Defining
Defining Actions
Actions for
for Escalation
Escalation
•• Use
Use the
the Actions
Actions window
window to to define
define actions
actions for
for
escalation.
escalation.
•• Define
Define an
an action
action for
for each
each escalation
escalation severity
severity level
level
you
you will use. Each time the same exception is
will use. Each time the same exception is
found,
found, Oracle
Oracle Alert
Alert will
will perform
perform the
the action
action at
at the
the
next
next higher
higher escalation
escalation severity
severity level.
level.
•• Escalation
Escalation actions
actions must
must have
have an
an action
action level
level of
of
Detail.
Detail.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions
®
Defining
Defining an
an Escalation
Escalation Group
Group
Use
Use the
the Escalation
Escalation Groups
Groups window
window to
to enter:
enter:
•• Group
Group Name
Name
•• Description
Description
•• Type
Type (All
(All member
member actions
actions must
must be
be of
of the
the same
same
type)
type)
•• Escalation
Escalation Group
Group Members
Members
–– Action
Action Name
Name
–– Level
Level (Escalation
(Escalation severity
severity level)
level)
(N)
(N) Alert—>Define—>(M)
Alert—>Define—>(M) Tools—>Escalation
Tools—>Escalation Groups
Groups
®
Adding
Adding an
an Escalation
Escalation Group
Group to
to an
an
Action
Action Set
Set
Use
Use the
the Action
Action Sets
Sets window
window toto define
define an
an action
action set.
set. In
In
the
the Members
Members region,
region, select
select the
the escalation
escalation group
group
name
name inin the
the Action
Action field.
field.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Suppressing
Suppressing Escalation
Escalation Group
Group Actions
Actions
for
for Duplicate
Duplicate Exceptions
Exceptions
•• IfIf you
you check
check the
the Suppress
Suppress Duplicates
Duplicates check
check box
box in
in
the Action Sets window, Oracle Alert performs
the Action Sets window, Oracle Alert performs
each
each action
action in
in the
the escalation
escalation group
group once.
once. After
After
performing
performing the highest level action, Oracle
the highest level action, Oracle Alert
Alert
no
no longer
longer performs
performs any
any action
action within
within that
that
escalation
escalation group,
group, even
even if
if the
the exception
exception remains
remains in
in
your
your database.
database.
•• IfIf you
you do
do not
not check
check the
the Suppress
Suppress Duplicates
Duplicates check
check
box,
box, Oracle
Oracle Alert
Alert performs
performs each
each action
action at
at the
the
appropriate
appropriate level,
level, but
but when
when itit reaches
reaches the
the highest
highest
level
level action it continues to perform that action
action it continues to perform that action as
as
long
long as as the
the exception
exception remains
remains in in your
your database.
database.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Action
Action Sets
Sets
®
Practice
Practice 5-1
5-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Understanding
Understanding duplicate
duplicate checking
checking
•• Understanding
Understanding action
action escalation
escalation
Practice
Practice 5-2
5-2
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Modifying
Modifying aa periodic
periodic alert
alert to
to use
use duplicate
duplicate
checking
checking
•• Defining
Defining an
an action
action escalation
escalation group
group
Summary
Summary
•• By
By saving
saving alert
alert history,
history, you
you can
can have
have Alert
Alert check
check
for
for exceptions
exceptions thatthat existed
existed inin your
your database
database
during
during aa previous
previous alert
alert check.
check.
•• You
You can flag duplicate exceptions within
can flag duplicate exceptions within summary
summary
messages
messages by specifying that you want to
by specifying that you want to suppress
suppress
duplicates
duplicates at at the
the action
action set
set level.
level.
•• You
You can
can create
create escalation
escalation groups
groups to to perform
perform
actions
actions at
at increasing
increasing escalation
escalation severity
severity levels
levels
each time an exception is
each time an exception is found.found.
Lesson Summary
In this lesson, you learned how to define an alert to check exceptions that
remain in your database over time. You can set up the conditions to check over
time and you can optionally turn the duplicate checking off.
Action escalation is used to have Alert perform different actions each time the
same exception is found over time. These actions are placed in an escalation
group.
Additional
Additional Alert
Alert Actions
Actions and
and Features
Features
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should bebe able
able to
to
do the following:
do the following:
•• Create,
Create, run,
run, and
and test
test aa SQL
SQL statement
statement script
script action
action
for
for an
an alert
alert
•• Create,
Create, run
run and
and test
test aa concurrent
concurrent program
program action
action
•• Describe how to use an operating system
Describe how to use an operating system script script
action
action
•• Discuss
Discuss howhow you
you would
would useuse distribution
distribution lists
lists
•• Define
Define a periodic set and determine when you
a periodic set and determine when you
would
would use
use one
one
•• Identify
Identify the
the uses
uses ofof precoded
precoded alerts
alerts
Alert
Alert Actions
Actions
Oracle
Oracle Alert
Alert can
can perform
perform four
four types
types of
of alert
alert actions
actions
during
during an
an alert
alert check
check or
or as
as aa result
result of
of processing
processing aa
response:
response:
•• Message
Message
•• SQL
SQL statement
statement script
script
•• Concurrent
Concurrent program
program
•• Operating
Operating system
system script
script
SQL
SQL Statement
Statement Script
Script Actions
Actions
•• Oracle
Oracle Alert
Alert can
can run
run aa SQL
SQL statement
statement script
script as
as an
an
alert
alert action.
action.
•• You
You can
can provide
provide the
the SQL
SQL statement
statement script
script as
as text
text
in Oracle Alert or as a separate file.
in Oracle Alert or as a separate file.
Critical
Critical Outputs
Outputs in
in SQL
SQL Statement
Statement Script
Script
Actions
Actions
•• IfIf the
the SQL
SQL statement
statement script
script is
is provided
provided as as text
text inin
Oracle
Oracle Alert,
Alert, Oracle
Oracle Alert
Alert considers
considers allall the
the outputs
outputs
included
included in in the
the SQL
SQL statement
statement to to be
be critical
critical
outputs.
outputs.
•• IfIf the
the SQL
SQL statement
statement script
script is
is provided
provided as as aa file,
file,
Oracle
Oracle Alert
Alert considers
considers thethe outputs
outputs used
used as as thethe file
file
name
name and and arguments
arguments (those
(those outputs
outputs used
used in in the
the
File
File and
and Arguments
Arguments fields
fields of
of the
the Action
Action Details
Details
window)
window) to to be
be critical
critical outputs.
outputs.
Business
Business Problem
Problem
Define
Define aa periodic
periodic alert
alert to
to solve
solve the
the following
following business
business
problem:
problem:
•• Problem—You
Problem—You want want to
to clean
clean out
out periodically
periodically old
old
alert
alert and action set checks from the database.
and action set checks from the database.
•• Solution—Create
Solution—Create aa periodic
periodic alert.
alert.
–– Automatically
Automatically deletes
deletes old
old alert
alert checks
checks
–– Automatically
Automatically deletes
deletes old
old action
action set
set checks
checks
Defining
Defining SQL
SQL Statement
Statement Script
Script Actions
Actions
•• Define
Define an
an alert
alert
•• Define
Define alert
alert details
details
•• Define
Define actions
actions
•• Define
Define SQL
SQL statement
statement script
script action
action details
details
•• Define
Define action
action sets
sets
•• Test
Test your
your alert
alert
Defining
Defining SQL
SQL Statement
Statement Script
Script Action
Action
Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to enter:
enter:
•• Action
Action Type:
Type: SQL
SQL Statement
Statement Script
Script
•• Application
Application
•• Arguments
Arguments
•• File
File or
or Text
Text
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
SQL
SQL Statement
Statement Script
Script Example
Example
Practice
Practice 6-1
6-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining aa periodic
periodic alert
alert
•• Defining
Defining aa SQL
SQL statement
statement script
script action
action
Concurrent
Concurrent Programs
Programs
A
A concurrent
concurrent program
program is is an
an executable
executable file
file that
that
performs
performs a specific task, such as reversing aa journal
a specific task, such as reversing journal
entry
entry or
or generating
generating aa report.
report.
Reversing Journals
Concurrent
Concurrent Program
Program Action
Action Levels
Levels
•• Detail
Detail concurrent
concurrent program
program actions—Oracle
actions—Oracle Alert
Alert
submits
submits the concurrent program request
the concurrent program request once
once for
for
each
each exception
exception found
found during
during an
an alert
alert check.
check.
•• Summary
Summary concurrent
concurrent program
program actions—Oracle
actions—Oracle
Alert
Alert submits
submits thethe concurrent
concurrent program
program request
request
once for each unique combination of
once for each unique combination of criticalcritical
output
output values.
values. Outputs
Outputs used
used as
as arguments
arguments are are
considered critical outputs.
considered critical outputs.
•• No
No exception
exception concurrent
concurrent program
program actions—Oracle
actions—Oracle
Alert
Alert submits
submits thethe concurrent
concurrent program
program request
request ifif itit
finds
finds no
no exceptions
exceptions during
during an
an alert
alert check.
check. Do
Do not
not
use
use outputs
outputs when
when defining
defining your
your no
no exception
exception
concurrent
concurrent program
program actions.
actions.
Concurrent
Concurrent Program
Program Action
Action Processing
Processing
Y No N
exception
action?
Run no
exception Run detail
concurrent Y Summary N concurrent
program action? program
Run summary
concurrent More Y
program exceptions?
N
Exit
®
Defining
Defining Concurrent
Concurrent Program
Program Action
Action
Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to enter:
enter:
•• Action
Action Type:
Type: Concurrent
Concurrent Program
Program
•• Application
Application
•• Program
Program Name
Name
•• Arguments:
Arguments: Enter
Enter arguments
arguments separated
separated by
by spaces
spaces
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Practice
Practice 6-2
6-2
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining aa periodic
periodic alert
alert
•• Defining
Defining aa concurrent
concurrent program
program action
action
Operating
Operating System
System Script
Script Actions
Actions
•• Oracle
Oracle Alert
Alert can
can execute
execute anan operating
operating system
system
script
script as
as an
an alert
alert action.
action.
•• You
You can
can provide
provide the
the operating
operating system
system script
script as
as
text
text in
in Oracle
Oracle Alert
Alert or
or as
as aa separate
separate file.
file.
•• When
When performing
performing an an operating
operating system
system script
script
action,
action, Oracle
Oracle Alert
Alert executes
executes the
the commands
commands with with
the
the privileges
privileges of
of the
the operating
operating system
system user
user that
that
started
started the
the Concurrent
Concurrent Manager.
Manager.
Alert!
Critical
Critical Outputs
Outputs in
in Operating
Operating System
System
Script
Script Actions
Actions
•• IfIf the
the operating
operating system
system script
script is
is provided
provided as as text
text inin
Oracle
Oracle Alert,
Alert, Oracle
Oracle Alert
Alert considers
considers all
all the
the outputs
outputs
included
included in in the
the operating
operating system
system script
script to
to be
be
critical outputs.
critical outputs.
•• IfIf the
the operating
operating system
system script
script is
is provided
provided as as aa file,
file,
Oracle
Oracle Alert
Alert considers
considers thethe outputs
outputs used
used asas the
the file
file
name
name and and arguments
arguments (those
(those outputs
outputs used
used inin the
the
File
File and
and Arguments
Arguments fields
fields of
of the
the Action
Action Details
Details
window)
window) to to be
be critical
critical outputs.
outputs.
Operating
Operating System
System Script
Script Action
Action Levels
Levels
•• Detail
Detail operating
operating system
system script
script actions—Oracle
actions—Oracle
Alert
Alert performs the operating system
performs the operating system script
script once
once
for
for each each exception
exception found
found during
during an
an alert
alert check.
check.
•• Summary
Summary operating operating system
system script
script actions—Oracle
actions—Oracle
Alert
Alert performs
performs the
the operating
operating system
system script
script once
once
for each unique combination of critical
for each unique combination of critical output output
values
values returnedreturned by
by the
the alert
alert select
select statement.
statement.
•• No
No exception operating system script actions—
exception operating system script actions—
Oracle
Oracle Alert Alert performs
performs the
the operating
operating system
system script
script
ifif itit finds
finds nono exceptions
exceptions during
during anan alert
alert check.
check. Do
Do
not
not use use outputs
outputs when
when defining
defining your
your no
no exception
exception
operating
operating system system script
script actions.
actions.
Defining
Defining Operating
Operating System
System Script
Script Action
Action
Details
Details
Use
Use the
the Action
Action Details
Details window
window to
to enter:
enter:
•• Action
Action Type:
Type: Operating
Operating System
System Script
Script
•• Application
Application
•• Arguments:
Arguments: Enter
Enter arguments
arguments separated
separated by
by spaces
spaces
•• File
File or
or Text
Text
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Distribution
Distribution Lists
Lists
A
A distribution
distribution list
list is
is aa predefined
predefined set
set of
of electronic
electronic
mail
mail usernames
usernames and and printer
printer instructions
instructions that
that you
you can
can
use
use on message actions instead of re-entering all the
on message actions instead of re-entering all the
recipient
recipient names
names each
each time.
time.
Using
Using Distribution
Distribution Lists
Lists
•• Do
Do not
not use
use outputs
outputs on on distribution
distribution lists.
lists. Sharing
Sharing
lists
lists across
across alerts
alerts can
can result
result in
in errors
errors ifif you
you use
use
outputs.
outputs.
•• When
When youyou use
use aa list
list on
on aa message
message action,
action, you
you
cannot
cannot alter the recipients on that message action.
alter the recipients on that message action.
Defining
Defining Distribution
Distribution Lists
Lists
Use
Use the
the Distribution
Distribution Lists
Lists window
window to
to enter:
enter:
•• Application
Application
•• Name
Name
•• Description
Description
•• Mail
Mail Recipients
Recipients
–– To
To
–– Cc
Cc
–– Bcc
Bcc
(N)
(N) Distribution
Distribution List
List
®
Periodic
Periodic Sets
Sets
•• A
A periodic
periodic set
set is
is aa set
set of
of periodic
periodic alerts
alerts that
that Oracle
Oracle
Alert checks simultaneously.
Alert checks simultaneously.
•• Periodic
Periodic sets
sets let
let you
you perform
perform on-demand
on-demand alert
alert
checking
checking more
more efficiently.
efficiently.
•• Each
Each periodic
periodic alert
alert you
you include
include in
in aa periodic
periodic set
set
continues to run according to its individually
continues to run according to its individually
defined
defined frequency.
frequency.
Alert! Alert!
Alert!
Alert!
Alert!
Defining
Defining Periodic
Periodic Sets
Sets
Use
Use the
the Periodic
Periodic Sets
Sets window
window to
to enter:
enter:
•• Application
Application
•• Name
Name
•• Description
Description
•• Periodic
Periodic Set
Set Members
Members
–– Seq
Seq
–– Application
Application
–– Name
Name
–– End
End Date
Date
(N)
(N) Alert—>Periodic
Alert—>Periodic Set
Set
®
Using
Using Periodic
Periodic Sets
Sets
•• Before
Before you you can
can define
define aa periodic
periodic set,
set, you
you must
must
define
define oneone or
or more
more periodic
periodic alerts.
alerts.
•• IfIf the
the application
application for
for the
the set
set is
is Oracle
Oracle Alert,
Alert, the
the
members
members can be owned by any application. IfIf the
can be owned by any application. the
application
application is is anything
anything other
other than
than Oracle
Oracle Alert,
Alert, the
the
members
members must must bebe owned
owned byby that
that application.
application.
•• You
You can can include
include as
as many
many periodic
periodic alerts
alerts in
in your
your
periodic
periodic set set as
as you
you want.
want. You
You can
can also
also include
include
other
other periodic
periodic sets
sets as
as members
members of of aa periodic
periodic set.
set.
Precoded
Precoded Alerts
Alerts
•• DBA
DBA alerts
alerts
Alert!
•• Purging
Purging alerts
alerts
Server
Client
Precoded
Precoded DBA
DBA Alerts
Alerts
•• Tables
Tables and
and indexes
indexes unable
unable to
to allocate
allocate another
another
extent
extent
•• Users
Users who
who are
are nearing
nearing their
their tablespace
tablespace quota
quota
•• Tablespaces
Tablespaces without
without adequate
adequate free
free space
space
•• Tables
Tables and
and indexes
indexes that
that are
are too
too large
large or
or are
are
fragmented
fragmented
•• Tables
Tables and
and indexes
indexes that
that are
are near
near their
their maximum
maximum
extents
extents
Precoded
Precoded Purging
Purging Alerts
Alerts
•• Delete
Delete concurrent
concurrent requests
requests older
older than
than aa specified
specified
number
number ofof days.
days.
•• Delete
Delete alert
alert checks
checks and
and action
action set
set checks
checks older
older
than a specified number of days.
than a specified number of days.
Using
Using Precoded
Precoded Alerts
Alerts
•• Select
Select Find
Find All
All from
from the
the View
View menu
menu to to find
find the
the
precoded
precoded alert
alert you
you want
want toto use.
use.
•• All
All precoded
precoded alerts
alerts are
are periodic
periodic alerts,
alerts, so
so you
you can
can
customize
customize the alert frequencies to determine how
the alert frequencies to determine how
often
often they
they run.
run.
•• You
You can
can define
define inputs
inputs atat the
the alert
alert level
level to
to
customize
customize your
your precoded
precoded alerts.
alerts. You
You can
can also
also
define
define your
your input
input values
values at at the
the action
action set
set level
level and
and
create multiple action sets that target different
create multiple action sets that target different
input
input values.
values.
Practice
Practice 6-3
6-3
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Understanding
Understanding how
how aa SQL
SQL statement
statement script
script works
works
•• Deciding
Deciding how
how toto use
use distribution
distribution lists
lists at
at your
your
company
company
•• Defining
Defining aa periodic
periodic set
set and
and determining
determining when
when to
to
use
use one
one
•• Identifying
Identifying the
the uses
uses of
of precoded
precoded alerts
alerts
Summary
Summary
•• A
A SQL
SQL statement
statement action
action performs
performs aa SQLSQL statement
statement
as
as the
the alert
alert action.
action.
•• A
A concurrent
concurrent program
program action
action is
is an
an executable
executable file
file
that performs a task as the alert action.
that performs a task as the alert action.
•• An
An operating
operating system
system script
script action
action performs
performs anan
operating
operating system
system script
script as
as the
the alert
alert action.
action.
•• Distribution
Distribution lists
lists simplify
simplify the
the creation
creation of
of message
message
actions
actions byby predefining
predefining aa set
set of
of message
message recipients
recipients
for
for use
use on
on actions.
actions.
•• DBA
DBA andand purging
purging alerts
alerts are
are precoded
precoded Oracle
Oracle alerts
alerts
that
that can
can help
help you
you optimize
optimize your
your database
database and
and
clean
clean upup old
old alert
alert data.
data.
Response Processing
Chapter 7 - Page 1
Response Processing
Response
Response Processing
Processing
Response Processing
Chapter 7 - Page 2
Objectives
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• List
List response
response processing
processing uses
uses
•• Describe
Describe how
how response
response processing
processing works
works
•• Define
Define response
response actions
actions
•• Define
Define response
response sets
sets
•• Define
Define response
response variables
variables
•• Define
Define possible
possible responses
responses (valid,
(valid, invalid,
invalid, no
no
response)
response)
•• Attach
Attach aa response
response set
set to
to an
an alert
alert message
message
®
Response Processing
Chapter 7 - Page 3
Response Processing
Response
Response Processing
Processing
Alert!
User
Alert
Response Processing
Chapter 7 - Page 4
Response Processing
Response
Response Processing
Processing
•• Response
Response processing
processing isis aa feature
feature ofof Oracle
Oracle Alert
Alert
that
that processes
processes replies
replies from
from alert
alert recipients.
recipients.
•• A
A response
response processing
processing alert
alert sends
sends aa message
message that
that
solicits
solicits aa response
response from
from the
the recipient
recipient asas its
its alert
alert
action.
action.
•• Oracle
Oracle Alert
Alert automatically
automatically takes
takes predefined
predefined
actions
actions based
based onon the
the reply
reply that
that the
the user
user returns.
returns.
•• Response
Response processing
processing helps
helps eliminate
eliminate operator
operator
intervention
intervention forfor routine
routine transactions.
transactions.
•• Oracle
Oracle Alert
Alert supports
supports both
both UNIX
UNIX Sendmail
Sendmail andand
Windows
Windows NT NT MAPI-compliant
MAPI-compliant mail mail applications
applications for
for
response
response processing.
processing.
®
Response Processing
Chapter 7 - Page 5
Response Processing Terminology
Response
Response Processing
Processing Terminology
Terminology
Term Definition
Response Processing
Chapter 7 - Page 6
Response Processing Terminology
Response
Response Processing
Processing Terminology
Terminology
Term Definition
Response Processing
Chapter 7 - Page 7
Response Processing Terminology
Response
Response Processing
Processing Terminology
Terminology
Term Definition
Response Processing
Chapter 7 - Page 8
Implementing Response Processing
Implementing
Implementing Response
Response Processing
Processing
•• Define
Define an
an alert
alert
•• Define
Define an
an alert
alert message
message action
action that
that solicits
solicits aa
response
response
•• Add
Add the
the message
message action
action to
to an
an action
action set
set
•• Define
Define response
response actions
actions
•• Define
Define aa response
response set
set
•• Define
Define possible
possible responses
responses
•• Attach
Attach the
the response
response set
set to
to the
the alert
alert message
message
action
action
Response Processing
Chapter 7 - Page 9
Business Problem
Business
Business Problem
Problem
Define
Define aa response
response processing
processing alert
alert to
to solve
solve the
the
following
following business
business problem:
problem:
•• Problem—Managers
Problem—Managers need need to
to know
know about
about and
and
approve
approve orders
orders over
over aa certain
certain amount.
amount.
•• Solution—Create
Solution—Create aa response
response processing
processing alert:
alert:
–– Alert
Alert sends
sends aa message
message to to the
the manager
manager with
with the
the
order
order information.
information. IfIf the
the manager
manager responds
responds
“Approved,”
“Approved,” the the valid
valid response
response action
action
releases
releases thethe order
order for
for processing
processing and
and add
add the
the
comment “Response Processing
comment “Response Processing Approved”. Approved”.
–– IfIf the
the manager
manager responds
responds with with anything
anything else,
else, or
or
does
does notnot respond,
respond, the
the invalid
invalid and
and no
no response
response
actions
actions hold
hold the
the order
order and and add
add the
the comment
comment
“AUTOCREATED—ORDER
“AUTOCREATED—ORDER OVER OVER LIMIT”.
LIMIT”.
®
Response Processing
Chapter 7 - Page 10
Response Processing Example
Response
Response Processing
Processing Example
Example
Alert!
Message to
Manager
Yes No
Approved?
Process Hold
Order Order
®
Response Processing
Chapter 7 - Page 11
Defining Response Actions
Defining
Defining Response
Response Actions
Actions
•• Use
Use the
the Actions
Actions window
window andand the
the Action
Action Details
Details
window
window to define response actions, following the
to define response actions, following the
same
same procedures
procedures as as for
for alert
alert actions.
actions.
•• Define
Define response
response actions
actions for
for valid
valid responses.
responses. YouYou
can
can also
also optionally
optionally define
define an
an invalid
invalid response
response
action
action and
and aa no
no response
response action.
action.
•• Response
Response actions
actions must
must have
have an an action
action level
level of
of
Detail.
Detail.
•• You
You can
can use
use alert
alert outputs
outputs oror response
response variables
variables in
in
aa message
message or or SQL
SQL statement
statement script
script action.
action.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Response Processing
Chapter 7 - Page 12
Defining a Response Set
Defining
Defining aa Response
Response Set
Set
Use
Use the
the Response
Response Sets
Sets window
window to
to enter:
enter:
•• Response
Response Set
Set Name
Name
•• Description
Description
•• End
End Date
Date
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Response
Response Sets
Sets
®
Response Processing
Chapter 7 - Page 13
Defining Response Variables
Defining
Defining Response
Response Variables
Variables
Use
Use the
the Response
Response Variables
Variables window
window to
to enter:
enter:
•• Variable
Variable Name
Name
•• Description
Description
•• Type
Type
•• Max
Max Length
Length
•• Default
Default
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Response
Response Sets
Sets (B)
(B) Response
Response Variables
Variables
®
Response Processing
Chapter 7 - Page 14
Creating Response Variables
Creating
Creating Response
Response Variables
Variables
•• Create
Create aa response
response variable
variable ifif you
you cannot
cannot anticipate
anticipate
the exact value of a response.
the exact value of a response.
•• Define
Define response
response variables
variables for
for values
values that
that you
you want
want
the
the responder
responder to to provide,
provide, such
such as as quantity
quantity oror
price.
price.
•• Provide
Provide aa default
default value
value for
for aa response
response variable
variable in
in
case the responder does not return a value
case the responder does not return a value for the for the
variable.
variable.
•• Note
Note that
that aa response
response variable
variable is is not
not an
an output.
output.
Response Processing
Chapter 7 - Page 15
Defining Possible Responses
Defining
Defining Possible
Possible Responses
Responses
•• You
You can
can define
define actions
actions for
for three
three types
types of
of
responses:
responses:
–– Valid
Valid responses
responses
–– Invalid
Invalid response
response
–– No
No response
response
•• You
You can
can define
define as
as many
many valid
valid responses
responses as
as you
you
want.
want.
Response Processing
Chapter 7 - Page 16
Defining Valid Responses
Defining
Defining Valid
Valid Responses
Responses
Use
Use the
the Valid
Valid Responses
Responses window
window to
to enter:
enter:
•• Response
Response Name
Name
•• Text
Text
–– This
This text
text is
is the
the actual
actual text
text of
of aa valid
valid response.
response.
–– You
You can
can use
use response
response variables
variables in
in the
the text.
text.
–– Alert
Alert reads only the first thirty characters in
reads only the first thirty characters in
the
the body
body of
of the
the e-mail
e-mail message.
message.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Response
Response Sets
Sets (B)
(B) Valid
Valid
®
Response Processing
Chapter 7 - Page 17
Defining Valid Response Actions
Defining
Defining Valid
Valid Response
Response Actions
Actions
Use
Use the
the Actions
Actions region
region of
of the
the Valid
Valid Responses
Responses
window to enter:
window to enter:
•• Seq
Seq
•• Action
Action
•• End
End Date
Date
Assign
Assign as
as many
many actions
actions as
as necessary
necessary to
to represent
represent
this response.
this response.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Response
Response Sets
Sets (B)
(B) Valid
Valid
®
Response Processing
Chapter 7 - Page 18
Defining Invalid Response Actions
Defining
Defining Invalid
Invalid Response
Response Actions
Actions
Use
Use the
the Invalid
Invalid Response
Response Actions
Actions window
window to
to enter:
enter:
•• Seq
Seq
•• Action
Action
•• End
End Date
Date
Assign
Assign as
as many
many actions
actions as
as necessary
necessary to
to follow
follow up
up on
on
an invalid response.
an invalid response.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Response
Response Sets
Sets (B)
(B) Invalid
Invalid
®
Response Processing
Chapter 7 - Page 19
Using Invalid Response Actions
Using
Using Invalid
Invalid Response
Response Actions
Actions
•• You
You dodo not
not need
need to
to specify
specify text
text for
for an
an invalid
invalid
response.
response.
•• You
You can
can select
select the
the original
original alert
alert message
message action
action as
as
an
an invalid
invalid response
response action
action to
to re-send
re-send the
the original
original
message
message that
that solicits
solicits aa response.
response.
•• You
You may
may want
want to
to monitor
monitor invalid
invalid responses
responses toto see
see
whether users need training in responding
whether users need training in responding to alert to alert
messages.
messages.
Response Processing
Chapter 7 - Page 20
Defining No Response Actions
Defining
Defining No
No Response
Response Actions
Actions
Use
Use the
the No
No Response
Response Actions
Actions window
window to
to enter:
enter:
•• Seq
Seq
•• Action
Action
•• End
End Date
Date
Assign
Assign as as many
many actions
actions as
as necessary
necessary to
to follow
follow up
up on
on
aa lack of response. You do not need to specify
lack of response. You do not need to specify texttext
for
for aa lack
lack of
of response.
response.
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Response
Response Sets
Sets (B)
(B) None
None
®
Response Processing
Chapter 7 - Page 21
Attaching a Response Set to the Alert Message Action
Attaching
Attaching aa Response
Response Set
Set to
to the
the Alert
Alert
Message
Message Action
Action
Use
Use the
the Action
Action Details
Details window
window toto enter:
enter:
•• Reply
Reply To
To (mail
(mail username
username ofof your
your e-mail
e-mail response
response
processing
processing account)
account)
•• Response
Response SetSet
•• Response
Response Days (number
Days (number ofof days
days Oracle
Oracle Alert
Alert waits
waits
before
before performing
performing the
the no
no response
response actions
actions in
in the
the
response
response set)
set)
(N)
(N) Alert—>Define
Alert—>Define (B)
(B) Actions
Actions (B)
(B) Action
ActionDetails
Details
®
Response Processing
Chapter 7 - Page 22
Response Processing Message Structure
Response
Response Processing
Processing Message
Message Structure
Structure
•• Message
Message text—The
text—The bodybody ofof the
the detail
detail message
message you
you
defined
defined
•• Generic
Generic response
response text—Boilerplate
text—Boilerplate text text that
that
appears
appears after
after the
the message
message texttext ofof each
each alert
alert
message
message that
that solicits
solicits aa response
response
•• Valid
Valid responses—The
responses—The text text of
of each
each valid
valid response
response
you defined in the response
you defined in the response set set
•• Message
Message handle—A
handle—A message
message identifier
identifier assigned
assigned
by
by Oracle
Oracle Alert
Alert
Dear Approver,
A large sales order was booked today. This order is
awaiting your approval.
Order Number: 1144
Customer: Computer Services, 1010
Order Total: $259,792,425.00
Thank you.
ORACLE BUSINESS AGENT (Alert)
Response Processing
Chapter 7 - Page 23
Your response to this mail note will be processed
electronically. For successful processing, you must:
- Include this note in your reply by using your mail
system's Reply With Original feature.
- Make your actual response EXACTLY like ONE of the
following; however, you should replace the question
mark (?) with the value you want to specify. Choose
one of the following responses:
Approved
Approve and reset the approval threshold to
NEW_LIMIT=”?”
Message #:1.100324
-------End of Message-------
Response Processing
Chapter 7 - Page 24
Defining Generic Response Text
Defining
Defining Generic
Generic Response
Response Text
Text
Use
Use the
the Message
Message Elements
Elements region
region of
of the
the Oracle
Oracle Alert
Alert
Options
Options window
window to
to enter:
enter:
•• Name:
Name: Response
Response Text
Text
•• Text
Text to
to include
include in
in response
response processing
processing messages
messages
(N)
(N) System—>Options
System—>Options
®
Response Processing
Chapter 7 - Page 25
How Response Processing Works
How
How Response
Response Processing
Processing Works
Works
Oracle
Oracle Alert
Alert sends
sends outout aa message
message that that solicits
solicits
aa response
response fromfrom anan e-mail
e-mail mailbox.
mailbox. Recipients
Recipients
reply
reply to
to the
the alert
alert message,
message, returning
returning itit to
to the
the
response
response mailbox indicated in the original message’s
mailbox indicated in the original message’s
Reply
Reply To
To field.
field. Oracle
Oracle Alert
Alert then
then performs
performs the the
following
following tasks
tasks depending
depending on on the
the response
response received:
received:
•• Valid
Valid response
response
–– Oracle
Oracle Alert
Alert processes
processes the the valid
valid
response
response and performs the actions
and performs the actions
associated
associated with with the
the response.
response.
–– Oracle
Oracle Alert
Alert moves
moves thethe messages
messages fromfrom
the
the Inbox
Inbox toto the
the REVIEWED_OK
REVIEWED_OK folder. folder.
®
Response Processing
Chapter 7 - Page 26
How Response Processing Works
How
How Response
Response Processing
Processing Works
Works
Invalid
Invalid response
response
•• IfIf Oracle
Oracle Alert
Alert does
does not
not recognize
recognize aa response
response but
but
the response has a message handle, Oracle
the response has a message handle, Oracle Alert Alert
classifies
classifies itit as
as an
an invalid
invalid response
response and
and performs
performs
the invalid response actions.
the invalid response actions.
•• Oracle
Oracle Alert
Alert moves
moves all
all invalid
invalid response
response messages
messages
with
with aa message
message handle
handle to to the
the REVIEWED
REVIEWED folder
folder in
in
the
the response
response mailbox.
mailbox.
Response Processing
Chapter 7 - Page 27
How Response Processing Works
How
How Response
Response Processing
Processing Works
Works
•• No
No response
response after
after X
X days
days
–– IfIf on
on the
the X+1
X+1 day,
day, Oracle
Oracle Alert
Alert reviews
reviews the
the
INBOX and still finds no response, it performs
INBOX and still finds no response, it performs
the
the NoNo Response
Response follow-up
follow-up actions
actions for
for the
the
outstanding response.
outstanding response.
•• Other
Other messages
messages
–– IfIf Oracle
Oracle Alert
Alert reads
reads aa message
message in
in the
the INBOX
INBOX
and
and does
does not
not find
find aa message
message handle,
handle, itit moves
moves
the message to the REVIEWED folder.
the message to the REVIEWED folder.
Response Processing
Chapter 7 - Page 28
Practice 7-1
Practice
Practice 7-1
7-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Understanding
Understanding response
response processing
processing
•• Defining
Defining responses
responses and
and response
response actions
actions
Response Processing
Chapter 7 - Page 29
3 What is a response set?
The set of instructions for valid responses, invalid responses,
and no responses to an alert message. A response set need not
include invalid or no response actions.
4 Where do you create response actions?
In the Actions window.
5 What are the possible types of responses?
Valid, invalid, or no response.
6 What are response days?
The number of days you want Oracle Alert to wait before
performing the No Response follow-up actions.
7 Where do you link a response set to the alert?
In the Action Details window.
Response Processing
Chapter 7 - Page 30
Practice 7-2
Practice
Practice 7-2
7-2
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Defining
Defining an
an alert
alert that
that uses
uses response
response processing
processing
•• Responding
Responding to
to an
an alert
alert message
message
Response Processing
Chapter 7 - Page 31
WHERE user_name = ‘ALERTXX’
After you define your alert, verify your SELECT statement syntax, and run the
SELECT statement to check how many records it retrieves.
Step 2: Define the Initial Action
Define a detail action named Initial Message for the alert, and give the action a
description. This action will be the initial action performed by the alert. Specify
that the action should send a message to the e-mail address of the user retrieved
by the SELECT statement. Write a subject line and message text for the
message. The message text should include the user name and current fax
number for the user, and should ask if the user wants to update the fax number.
Step 3: Define the Action Set
Define an action set named Initial Message Action Set for the alert, and give the
action set a description. Add the Initial Message action as a member of the
action set, and specify that the action should be aborted if an error occurs during
execution.
Step 4: Define the Response Set
Define a response set named Fax Change for the alert, and give the response set
a description. Define a response variable named NEWFAX for this response set,
and give the response variable a description and a type of Character.
Step 5: Define the Response Actions
Define three actions for the alert that Oracle Alert can perform after receiving a
valid response from a user:
• Define a detail action named Update FND_USER, and give the action a
description. This action will be performed if the user responds with a new
fax number. Specify that the action should run a SQL statement script to
update the FAX column for the user in FND_USER with the new fax
number specified in the user’s response.
• Define a detail action named Fax Change Confirmation Message, and give
the action a description. This action will be performed if the user responds
with a new fax number. Specify that the action should send a message to
the e-mail address of the user retrieved by the SELECT statement. Write a
subject line and message text for the message. The message text should
confirm that the fax number has been changed and should include both the
previous fax number and the new fax number.
• Define a detail action named No Fax Change Confirmation Message, and
give the action a description. This action will be performed if the user
responds that the fax number should not be changed. Specify that the
action should send a message to the e-mail address of the user retrieved by
the SELECT statement. Write a subject line and message text for the
message. The message text should confirm that the fax number will not be
changed.
Step 6: Define the Responses
Define two valid responses for the Fax Change response set:
• Define a valid response named Change Fax with the following text:
Response Processing
Chapter 7 - Page 32
Change my fax number to NEWFAX = "?"
Assign the actions Update FND_USER and Fax Change Confirmation
Message as the response actions for this valid response.
• Define a valid response named No Change with the following text:
Do not change my fax number
Assign the action No Fax Change Confirmation Message as the response
action for this valid response.
Also, assign the action "Return original message" as the response action for
invalid responses.
Step 7: Attach the Response Set to the Initial Action
Attach the Fax Change response set to the Initial Message action. Specify that
Oracle Alert should wait for responses for one day.
Step 8: Review System Options for Response Processing
Review the Oracle Alert options related to response processing, including:
• Response Text
• Enable Response Processing: Verify that this option is set to Yes.
• Response Processor Start Time
• Response Processor End Time
• Response Processor Interval: Ensure that this option is set to a brief
interval, such as 5 minutes.
Step 9: Verify Response Processor Activation
Use the Schedule Alert Programs window to verify that the Response Processor
is active, and activate it if it is not.
Step 10: Test the Alert
Submit a periodic alert check for your alert. Use your mail system to check your
e-mail account and view the message sent by Oracle Alert. Reply to the alert
message, following the response instructions to change your fax number to a
new number such as 650-555-6789.
Use your mail system to check your e-mail account again and view the
confirmation message sent by Oracle Alert. Use the Users window in the
System Administrator responsibility to verify that Oracle Alert updated your fax
number.
Optionally check your alert a second time, and use your mail system to check
your e-mail account and view the message sent by Oracle Alert. This time,
however, reply to the alert message following the response instructions to
indicate that you do not want to change your fax number. Use your mail system
to check your e-mail account again and view the confirmation message sent by
Oracle Alert.
Step 11: Review Alert History
Review the history for your alert, including checks, exceptions and actions.
Response Processing
Chapter 7 - Page 33
Step 1: Define the Alert
1 Navigate to the Alerts window in the Alert Manager responsibility.
Alert Manager: (N) Alert—>Define
2 Enter information to define the alert in the following fields:
– Application: Oracle Alert
– Name: XX Fax Change
– Description: XX Fax Change
– Enabled: Checked
3 Navigate to the Periodic region.
4 Enter the periodic detail information in the following field:
– Frequency: On Demand
5 Enter 2 in the Keep_Days field.
6 Enter the following SELECT statement in the Select Statement field:
SELECT email_address,
fax,
user_id,
user_name
INTO &EMAIL,
&FAX,
&USERID,
&USERNAME
FROM fnd_user
WHERE user_name = ‘ALERTXX’
7 Save your work.
8 Click the Verify button to check your SQL for syntax errors.
9 Click the Run button to check how many records are retrieved by
your SELECT statement.
Step 2: Define the Initial Action
1 Navigate back to the Alerts window.
2 Click the Actions button to navigate to the Actions window.
3 Enter information to define the initial alert action in the following
fields:
– Action Name: Initial Message
– Description: Initial message to user for fax number change
– Action Level: Detail
4 Click the Action Details button to navigate to the Action Details
window.
5 Enter the action detail information in the following fields:
– Action Type: Message
Response Processing
Chapter 7 - Page 34
– To: &EMAIL
– Subject: Do you want to update your fax number?
6 Select the Text option, and enter the following message text:
Currently we have the following information
for you:
User name: &USERNAME
Fax number: &FAX
If you want to update your fax number, please
reply with the new fax number.
7 Save your work.
Step 3: Define the Action Set
1 Navigate back to the Alerts window.
2 Click the Action Sets button to navigate to the Action Sets window.
3 Enter information to define the action set in the following fields:
– Seq: 1
– Action Set Name: Initial Message Action Set
– Description: Initial message action set
– Enabled: Checked
4 Navigate to the Members region.
5 Enter information to define the action set member in the following
fields:
– Seq: 1
– Action: Initial Message
– On Error Action: Abort
– Enabled: Checked
6 Save your work.
Step 4: Define the Response Set
1 Navigate back to the Alerts window.
2 Click the Response Sets button to navigate to the Response Sets
window.
3 Enter information to define the response set in the following fields:
– Response Set Name: Fax Change
– Description: Response set for fax change
– Enabled: Checked
4 Save your work.
5 Click the Response Variables button to navigate to the Response
Variables window.
6 Enter information to define the response variable in the following
fields:
– Variable Name: NEWFAX
Response Processing
Chapter 7 - Page 35
– Description: New fax number sent by responder
– Type: Character
7 Save your work.
Step 5: Define the Response Actions
1 Navigate back to the Alerts window.
2 Click the Actions button to navigate to the Actions window.
3 Enter information to define a new action in the following fields:
– Action Name: Update FND_USER
– Description: Update user’s fax number in FND_USER
– Action Level: Detail
4 Click the Action Details button to navigate to the Action Details
window.
5 Enter the action detail information in the following field:
– Action Type: SQL Statement Script
6 Select the Text option, and enter the following SQL statement script:
UPDATE FND_USER
SET fax = ’&NEWFAX’
WHERE user_id = &USERID;
7 Save your work.
8 Navigate back to the Actions window.
9 Enter information to define another new action in the following fields:
– Action Name: Fax Change Confirmation Message
– Description: Confirmation of fax number change
– Action Level: Detail
10 Click the Action Details button to navigate to the Action Details
window.
11 Enter the action detail information in the following fields:
– Action Type: Message
– To: &EMAIL
– Subject: Your fax number has been updated
12 Select the Text option, and enter the following message text:
Your fax number has been updated in FND_USER
from &FAX to &NEWFAX.
13 Save your work.
14 Navigate back to the Actions window.
15 Enter information to define another new action in the following fields:
– Action Name: No Fax Change Confirmation Message
– Description: Confirmation of no change to fax number
– Action Level: Detail
Response Processing
Chapter 7 - Page 36
16 Click the Action Details button to navigate to the Action Details
window.
17 Enter the action detail information in the following fields:
– Action Type: Message
– To: &EMAIL
– Subject: Your fax number will not be changed
18 Select the Text option, and enter the following message text:
Your response has been received, and your fax
number in FND_USER will not be changed.
19 Save your work.
Step 6: Define the Responses
1 Navigate back to the Alerts window.
2 Click the Response Sets button to navigate to the Response Sets
window.
3 Select the Fax Change response set.
4 Click the Valid button to navigate to the Valid Responses window.
5 Navigate to the Responses region.
6 Enter information to define the first valid response in the following
fields:
– Response Name: Change Fax
– Text: Change my fax number to NEWFAX = "?"
7 Navigate to the Actions region.
8 Enter information to define the first valid response action in the
following fields:
– Seq: 1
– Action: Update FND_USER
– Enabled: Checked
9 Enter information to define the second valid response action in the
following fields:
– Seq: 2
– Action: Fax Change Confirmation Message
– Enabled: Checked
10 Save your work.
11 Navigate back to the Responses region.
12 Enter information to define the second valid response in the following
fields:
– Response Name: No Change
– Text: Do not change my fax number
13 Navigate to the Actions region.
Response Processing
Chapter 7 - Page 37
14 Enter information to define the valid response action in the following
fields:
– Seq: 1
– Action: No Fax Change Confirmation Message
– Enabled: Checked
15 Save your work.
16 Navigate back to the Response Sets window.
17 Click the Invalid button to navigate to the Invalid Response Actions
window.
18 Enter information to define the invalid response action in the
following fields:
– Seq: 1
– Action: Return original message
– Enabled: Checked
19 Save your work.
Step 7: Attach the Response Set to the Initial Action
1 Navigate back to the Alerts window.
2 Click the Actions button to navigate to the Actions window.
3 Select the Initial Message action.
4 Click the Action Details button to navigate to the Action Details
window.
5 In the Response Set field, select the Fax Change response set from the
list of values.
6 Enter 1 in the Response Days field.
7 Save your work.
Step 8: Review System Options for Response Processing
1 Navigate to the Oracle Alert Options window.
Alert Manager: (N) System—>Options
2 Navigate to the Message Elements region.
3 Select the Response Text message element.
4 Review the generic response text that Oracle Alert will append to the
initial message action, explaining to the user how to respond.
5 Navigate to the Response Processing region.
6 Verify that the Enable Response Processing option is set to Yes.
7 Review the settings for the following options:
– Response Processor Start Time
– Response Processor End Time
– Response Processor Interval
Note: Normally, you would set the Response Processor Interval
option to an appropriate interval for your business needs, such
Response Processing
Chapter 7 - Page 38
as 120 minutes. However, for the purposes of this practice, you
should ensure that the Response Processor Interval option is set
to a brief interval, such as 5 minutes, so that you can verify the
results of your work without delay.
8 If you have made any changes to the system option settings, save your
work.
Step 9: Verify Response Processor Activation
1 Navigate to the Schedule Alert Programs window.
Alert Manager: (N) Request—>Schedule
2 Verify that the Response Processor program has a status of Active.
If the Response Processor has a status of Deactivated, select it and
click the Activate button. In the Schedule Alert Programs window
that appears, leave the Active Date field blank and click the OK
button to activate the Response Processor immediately.
Step 10: Test the Alert
1 Navigate to the Request Periodic Alert Check window.
Alert Manager: (N) Request—>Check
2 Select the application and alert name you want to check. In this case,
select the following:
– Application: Oracle Alert
– Alert Name: XX Fax Change
3 Click the Submit Request button to run the check. A Note window
appears to inform you when the periodic alert is scheduled to run.
4 Click the OK button to close the Note window.
5 Note your request ID in the Request Periodic Alert Check window.
6 Navigate to the Requests window.
Alert Manager: (N) Request—>View (B) Find
7 Monitor the request until it is completed.
8 Use your mail system to check your e-mail account and view the
message sent by Oracle Alert.
9 Reply to the alert message, following the response instructions to
change your fax number.
Include the original message in your reply to ensure that the reply
contains the message handle that Oracle Alert uses to identify the
message. You can copy and paste the valid response text to ensure
that your response matches the defined response text exactly.
However, you should replace the question mark in your response with
a new fax number, such as 650-555-6789.
10 Use your mail system to check your e-mail account again and view the
confirmation message sent by Oracle Alert.
11 Navigate to the Users window in the System Administrator
responsibility.
Response Processing
Chapter 7 - Page 39
System Administrator: (N) Security—>User—>Define
12 Query your user.
13 Verify that the Fax field contains the fax number updated by Oracle
Alert.
14 Optionally repeat steps 1 through 8 in this section to check your alert
a second time. This time, however, reply to the alert message following
the response instructions to indicate that you do not want to change
your fax number.
15 Use your mail system to check your e-mail account again and view the
confirmation message sent by Oracle Alert.
Step 11: Review Alert History
After you finish testing your alert, review the alert history as described in
practice 2-2. Specify the following application and alert name to review:
• Application: Oracle Alert
• Alert Name: XX Fax Change
Response Processing
Chapter 7 - Page 40
Summary
Summary
Summary
•• Response
Response processing
processing is is aa feature
feature that
that processes
processes
replies from alert recipients.
replies from alert recipients.
•• A
A response
response processing
processing alert
alert sends
sends aa message
message thatthat
solicits
solicits aa response
response fromfrom thethe recipient
recipient as
as its
its alert
alert
action.
action.
•• Oracle
Oracle Alert
Alert takes
takes actions
actions based
based onon valid,
valid, invalid,
invalid,
and no response actions of
and no response actions of the user. the user.
•• The
The valid,
valid, invalid,
invalid, and
and nono response
response actions
actions are
are
defined
defined inin aa response
response set.
set.
•• For
For Oracle
Oracle Alert
Alert to
to perform
perform response
response processing
processing
on
on an
an alert,
alert, you
you must
must attach
attach your
your response
response set set to
to aa
message action.
message action.
®
Response Processing
Chapter 7 - Page 41
Copyright © Oracle Corporation, 2000. All rights reserved.
Response Processing
Chapter 7 - Page 42
Identifying Implementation
Issues and Responsibilities
for Oracle Alert
Chapter 8
Identifying
Identifying Implementation
Implementation Issues
Issues and
and
Responsibilities
Responsibilities for
for Oracle
Oracle Alert
Alert
Objectives
Objectives
After
After completing
completing this
this lesson,
lesson, you
you should
should be
be able
able to
to
do
do the
the following:
following:
•• Plan
Plan aa successful
successful implementation
implementation ofof Oracle
Oracle Alert
Alert
•• Configure
Configure Oracle
Oracle Alert
Alert for
for your
your business
business
•• Identify
Identify your
your business
business needs
needs and
and map
map them
them to
to
responsibilities
responsibilities
•• Determine
Determine whether
whether you
you can
can use
use the
the predefined
predefined
Oracle
Oracle Alert Manager responsibility or
Alert Manager responsibility or create
create aa
new application Alert Manager responsibility
new application Alert Manager responsibility
Implementation
Implementation Steps
Steps
Oracle Alert
Step 1
Reregister
Oracle IDs Step 2
Create
e-mail
Step 3
accounts
Register
Alert
mailbox
Step 4
Configure
Legend concurrent
managers
Required Optional
step step
®
Implementation
Implementation Steps
Steps
Custom Applications
Step 5
Define
database Step 6
links
Register
custom
applications Step 7
Custom
application
installations Step 8
Legend Custom
application
Required Optional tables
step step
®
Implementation
Implementation Steps
Steps
Oracle Alert
Step 9
Define
response Step 10
options
Create mail
folders
Step 11
Define
message
options
Step 12
Legend Step 13 Start Periodic
Alert
Start Scheduler
Required Optional Response
step step Processor
®
Implementation
Implementation Terminology
Terminology
Term Definition
Implementation
Implementation Terminology
Terminology
Term Definition
Step
Step 1:
1: Reregister
Reregister Oracle
Oracle IDs
IDs
After
After installing
installing Oracle
Oracle Alert,
Alert, reregister
reregister any
any Oracle
Oracle IDsIDs
that were not registered during installation and
that were not registered during installation and for for
which
which you
you want
want toto create
create alerts.
alerts.
•• Include
Include any
any custom
custom Oracle
Oracle IDs
IDs for
for which
which you
you want
want
to
to create
create alerts.
alerts.
•• You
You dodo not
not need
need to
to reregister
reregister the
the APPLSYS
APPLSYS Oracle
Oracle
ID.
ID.
•• The
The Concurrent
Concurrent Manager
Manager must
must recognize
recognize these
these
Oracle
Oracle IDs.
IDs.
•• Oracle
Oracle Alert
Alert must
must recognize
recognize these
these Oracle
Oracle IDs
IDs in
in
order
order toto check
check alerts
alerts based
based onon tables
tables that
that reside
reside
outside
outside its
its own
own Oracle
Oracle ID.
ID.
Step
Step 1:
1: Reregister
Reregister Oracle
Oracle IDs
IDs
Use
Use the
the Oracle
Oracle Users
Users window
window to
to enter:
enter:
•• Database
Database User
User Name
Name
•• Password
Password
•• Privilege
Privilege
•• Install
Install Group
Group
•• Description
Description
The
The Concurrent
Concurrent Manager
Manager executes
executes the
the Grant
Grant and
and
Synonym
Synonym scripts
scripts for
for the
the Oracle
Oracle IDs.
IDs.
System
System Administrator:
Administrator: (N)
(N) Security—>ORACLE—>Register
Security—>ORACLE—>Register
®
Step
Step 1:
1: Reregister
Reregister Oracle
Oracle IDs
IDs
Key
Key implementation
implementation questions:
questions:
•• Are
Are all
all Oracle
Oracle IDs
IDs for
for which
which you
you want
want to
to create
create
alerts
alerts registered?
registered?
•• When
When youyou create
create new
new Oracle
Oracle IDs,
IDs, have
have you
you
registered
registered them?
them?
•• Have
Have you
you registered
registered all
all Oracle
Oracle IDs
IDs for
for custom
custom
applications that will be using alerts?
applications that will be using alerts?
Step
Step 2:
2: Create
Create Electronic
Electronic Mail
Mail Accounts
Accounts
Create
Create an
an electronic
electronic mail
mail account
account from
from which
which Oracle
Oracle
Alert
Alert can
can send
send mail.
mail.
•• Define
Define at
at least
least one
one electronic
electronic mail
mail account
account as
as the
the
Oracle
Oracle Alert mailbox. You may want to name this
Alert mailbox. You may want to name this
account
account ALERT.
ALERT.
•• This
This mail
mail account
account isis the
the sender
sender of
of messages
messages for
for
alert
alert message
message actions.
actions.
Step
Step 2:
2: Create
Create Electronic
Electronic Mail
Mail Accounts
Accounts
You
You can
can define
define the
the account
account to
to send
send messages
messages in
in any
any
of
of the
the following
following mail
mail systems:
systems:
•• UNIX
UNIX Sendmail
Sendmail
•• VMS
VMS mail
mail
•• MAPI-compliant
MAPI-compliant Windows
Windows NT
NT mail
mail application
application
•• Any
Any mail
mail system
system supported
supported by
by UNIX
UNIX gateways
gateways
Step
Step 2:
2: Create
Create Electronic
Electronic Mail
Mail Accounts
Accounts
Define
Define accounts
accounts to to send
send and
and receive
receive responses
responses ifif you
you
want to use response processing.
want to use response processing.
•• Oracle
Oracle Alert
Alert supports
supports both
both UNIX
UNIX Sendmail
Sendmail and
and
Windows
Windows NT NT MAPI-compliant
MAPI-compliant mail mail applications
applications forfor
response
response processing.
processing.
•• You
You can
can use
use either
either the
the same
same account
account or
or different
different
accounts to send messages and to
accounts to send messages and to process process
responses.
responses.
•• Set
Set up
up either
either one
one central
central response
response account,
account, or
or aa
separate
separate response
response account
account for
for each
each application.
application.
Step
Step 2:
2: Create
Create Electronic
Electronic Mail
Mail Accounts
Accounts
Key
Key implementation
implementation questions:
questions:
•• Is
Is your
your e-mail
e-mail application
application properly
properly installed?
installed?
•• Are the necessary gateways in
Are the necessary gateways in place?place?
•• Will
Will you
you use
use response
response processing?
processing?
•• Will
Will you use response processing with
you use response processing with
more
more than
than one
one application?
application?
•• Do
Do you
you need
need to
to enable
enable decentralized
decentralized
administration
administration of of the
the response
response mail?
mail?
•• Is
Is response
response mail
mail security
security an
an issue?
issue?
Step
Step 3:
3: Register
Register Oracle
Oracle Alert
Alert Mailboxes
Mailboxes
Register
Register the
the electronic
electronic mail
mail accounts
accounts you
you want
want to
to use
use
with Oracle Alert.
with Oracle Alert.
•• Identify
Identify the
the appropriate
appropriate command
command to to invoke
invoke the
the
electronic
electronic mail
mail system.
system.
•• Determine
Determine the
the number
number of
of mail
mail accounts
accounts youyou want
want
to
to use.
use.
•• Oracle
Oracle Alert
Alert automatically
automatically displays
displays two
two default
default
mail
mail accounts, the Send Mail Account and
accounts, the Send Mail Account and the
the
Response
Response Mail
Mail Account.
Account.
•• You
You can
can define
define as
as many
many additional
additional application-
application-
specific
specific response
response accounts
accounts asas you
you need.
need.
•• Identify
Identify the
the username
username and
and password
password of of each
each mail
mail
account.
account.
®
Step
Step 3:
3: Register
Register Oracle
Oracle Alert
Alert Mailboxes
Mailboxes
Use
Use the
the Mail
Mail Systems
Systems region
region of
of the
the Oracle
Oracle Alert
Alert
Options
Options window
window toto enter:
enter:
•• Name
Name
•• Command
Command
•• Parameters
Parameters
•• In
In Use
Use
(N)
(N) System—>Options
System—>Options
®
Step
Step 3:
3: Register
Register Oracle
Oracle Alert
Alert Mailboxes
Mailboxes
Use
Use the
the Mail
Mail Server
Server Options
Options region
region of
of the
the Oracle
Oracle Alert
Alert
Options
Options window
window to
to enter:
enter:
•• Mail
Mail Database/Server
Database/Server Name
Name
•• Accounts
Accounts
–– Application
Application
–– Installation
Installation
–– User
User Name
Name
–– Password
Password
(N)
(N) System—>Options
System—>Options
®
Step
Step 4:
4: Configure
Configure Concurrent
Concurrent Managers
Managers
Your
Your system
system administrator
administrator should
should configure
configure
concurrent
concurrent managers to optimize event alert
managers to optimize event alert request
request
handling.
handling.
•• Define
Define one
one concurrent
concurrent manager
manager toto run
run only
only the
the
Check
Check Event
Event Alert
Alert program
program (ALECTC).
(ALECTC).
•• Define
Define all
all other
other concurrent
concurrent managers
managers toto run
run all
all
other
other programs (except the Check Event Alert
programs (except the Check Event Alert
program).
program).
Step
Step 4:
4: Configure
Configure Concurrent
Concurrent Managers
Managers
Key
Key implementation
implementation questions:
questions:
•• Will
Will you
you be
be defining
defining many
many event
event alerts?
alerts?
•• Do
Do you
you need
need event
event alerts
alerts to
to be
be processed
processed
immediately
immediately once
once an
an event
event isis triggered?
triggered?
•• Can
Can you
you meet
meet your
your business
business needs
needs using
using aa
periodic alert and :date_last_checked?
periodic alert and :date_last_checked?
Step
Step 5:
5: Define
Define Database
Database Links
Links
Create
Create database
database links
links for
for applications
applications wherewhere
necessary.
necessary.
•• Define
Define aa database
database link link ifif you
you want
want to
to define
define
periodic
periodic alerts for an application that resides
alerts for an application that resides in
in aa
database
database outside
outside the the database
database wherewhere Oracle
Oracle Alert
Alert
is
is installed.
installed. (To
(To define
define event
event alerts
alerts for
for an
an
application,
application, the
the application
application mustmust reside
reside inin the
the
same
same database
database where
where Oracle
Oracle Alert
Alert is
is installed.)
installed.)
•• Define
Define aa database
database link link for
for an
an Oracle
Oracle Application
Application if if
that
that application is installed in a different database
application is installed in a different database
than
than Oracle
Oracle Alert.
Alert.
Step
Step 5:
5: Define
Define Database
Database Links
Links
•• Define
Define aa database
database link
link for
for an
an Oracle
Oracle Application
Application if
if
that
that application
application is
is installed
installed in in the
the same
same database
database
as
as Oracle
Oracle Alert,
Alert, but
but in
in aa different
different Oracle
Oracle
Application
Application Object
Object Library
Library context
context than
than Oracle
Oracle
Alert.
Alert.
Step
Step 5:
5: Define
Define Database
Database Links
Links
Key
Key implementation
implementation questions:
questions:
•• Do
Do you
you want
want to
to use
use Oracle
Oracle Alert
Alert with
with an
an
application
application onon aa machine
machine where
where Oracle
Oracle Alert
Alert is
is not
not
installed?
installed?
•• Do
Do you
you want
want to
to use
use Oracle
Oracle Alert
Alert with
with an
an
application
application onon aa database
database where
where Oracle
Oracle Alert
Alert isis
not installed?
not installed?
Step
Step 5:
5: Define
Define Database
Database Links
Links
•• Syntax
Syntax
CREATE DATABASE LINK linkname
CONNECT TO username IDENTIFIED BY password
USING ’connect string’;
•• Example
Example
CREATE DATABASE LINK BUGDB
CONNECT TO SCOTT IDENTIFIED BY TIGER
USING ’T:WRVMS:V60BUG’;
Step
Step 6:
6: Register
Register Custom
Custom Applications
Applications
Register
Register any
any custom
custom applications
applications you
you want
want to
to use
use
with Oracle Alert.
with Oracle Alert.
•• You
You must
must register
register your
your custom
custom application
application to
to tell
tell
Oracle
Oracle Alert
Alert that
that your
your application
application exists.
exists.
•• Custom
Custom applications
applications include:
include:
–– Oracle
Oracle applications
applications not
not installed
installed using
using Rapid
Rapid
Install
Install
–– Custom
Custom Oracle
Oracle applications
applications
–– Any
Any applications
applications residing
residing in
in aa different
different
database
database from
from Oracle
Oracle Alert
Alert
Step
Step 6:
6: Register
Register Custom
Custom Applications
Applications
Use
Use the
the Applications
Applications window
window to
to enter:
enter:
•• Application
Application
•• Short
Short Name
Name
•• Basepath:
Basepath: The
The environment
environment variable
variable that
that
represents
represents the basepath of your custom
the basepath of your custom
application
application soso that
that Oracle
Oracle Alert
Alert can
can locate
locate your
your
SQL
SQL statement
statement script
script and
and operating
operating system
system script
script
external
external files
files
•• Description
Description
(N)
(N) System—>Applications
System—>Applications
®
Step
Step 7:
7: Define
Define Custom
Custom Application
Application
Installations
Installations
IfIf you
you registered
registered aa custom
custom application
application inin the
the previous
previous
step, you must also register the custom application's
step, you must also register the custom application's
installation
installation so so that
that Oracle
Oracle Alert
Alert knows
knows which
which Oracle
Oracle
ID to connect
ID to connect to. to.
•• Register
Register applications
applications that
that reside
reside in
in the
the same
same
database
database asas Oracle
Oracle Alert
Alert and
and that
that are
are not
not installed
installed
with
with Rapid
Rapid Install.
Install.
•• Register
Register installations
installations ofof applications
applications that
that reside
reside in
in
databases other than Oracle Alert's database.
databases other than Oracle Alert's database.
•• WhenWhen you
you register
register aa custom
custom application
application that
that
resides
resides in
in another
another database,
database, use
use Oracle
Oracle Alert's
Alert's
Oracle
Oracle ID.
ID.
Step
Step 7:
7: Define
Define Custom
Custom Application
Application
Installations
Installations
Use
Use the
the Define
Define Application
Application Installations
Installations window
window to
to
enter:
enter:
•• Application
Application
•• Oracle
Oracle Username
Username
•• Status
Status
(N)
(N) System—>Installations
System—>Installations
®
Step
Step 8:
8: Register
Register Custom
Custom Application
Application
Tables
Tables
IfIf you
you have
have aa custom
custom application
application with
with which
which you
you
want
want to to define
define event
event alerts,
alerts, and
and you
you registered
registered the
the
application
application and and application
application installation
installation in
in the
the
previous
previous steps,
steps, you
you need
need to
to register
register the
the tables
tables and
and
columns
columns in in your
your custom
custom application
application byby calling
calling the
the
AD_DD.register_table(
AD_DD.register_table( )) and and
AD_DD.register_column(
AD_DD.register_column( )) APIs. APIs.
Step
Step 8:
8: Register
Register Custom
Custom Application
Application
Tables
Tables
•• This
This step
step is
is required
required for
for defining
defining event
event alerts
alerts for
for
non-Oracle
non-Oracle applications
applications that
that reside
reside inin the
the same
same
database
database as as Oracle
Oracle Alert.
Alert.
•• This
This step
step informs
informs Oracle
Oracle Alert
Alert of
of the
the names
names ofof
your custom application tables so that they
your custom application tables so that they appear appear
in
in the
the of
of values
values for
for the
the Table
Table field
field in
in the
the Alerts
Alerts
window for event alerts.
window for event alerts.
Step
Step 9:
9: Define
Define Response
Response Options
Options
Control
Control how
how Oracle
Oracle Alert
Alert processes
processes responses
responses by by
defining
defining response
response options.
options. Note
Note that
that the
the response
response
accounts
accounts and
and response
response mailboxes
mailboxes must
must already
already be be
defined as indicated in Steps 2 and
defined as indicated in Steps 2 and 3. 3.
•• The
The Response
Response Processor
Processor runsruns every
every 2424 hours
hours atat
midnight
midnight by
by default
default ifif these
these options
options are
are left
left blank:
blank:
–– Response
Response Processor
Processor StartStart Time
Time
–– Response
Response Processor
Processor End End Time
Time
–– Response
Response Processor
Processor Interval
Interval
•• You
You can can change
change the
the Response
Response Processor
Processor Interval
Interval
to
to process
process mail
mail more
more frequently.
frequently.
•• IfIf the
the Response
Response Processor
Processor gets
gets off
off schedule,
schedule, itit will
will
always run at the next scheduled interval.
always run at the next scheduled interval.
®
Step
Step 9:
9: Define
Define Response
Response Options
Options
Use
Use the
the Response
Response Processing
Processing region
region of
of the
the Oracle
Oracle
Alert
Alert Options
Options window
window to
to enter:
enter:
•• Enable
Enable Response
Response Processing
Processing
•• Check
Check for
for Open
Open Responses
Responses Before
Before Reading
Reading
Response Accounts
Response Accounts
•• Response
Response Processor
Processor Start
Start Time
Time
•• Response
Response Processor
Processor End
End Time
Time
•• Response
Response Processor
Processor Interval
Interval
•• Oracle
Oracle Alert
Alert Installation
Installation Number
Number
(N)
(N) System—>Options
System—>Options
®
Step
Step 9:
9: Define
Define Response
Response Options
Options
Key
Key implementation
implementation questions:
questions:
•• Do
Do you
you want
want to
to use
use response
response processing?
processing?
•• How
How often
often do
do you
you need
need responses
responses to
to be
be
processed?
processed?
Step
Step 10:
10: Create
Create Mail
Mail Folders
Folders for
for
Response
Response Accounts
Accounts
Create
Create two
two new
new folders,
folders, Reviewed
Reviewed andand Reviewed_OK
Reviewed_OK,
Reviewed_OK,,
in your electronic mail response account.
in your electronic mail response account.
•• Create
Create these
these two
two folders
folders inin every
every electronic
electronic mail
mail
response
response account
account that that you
you define
define in
in the
the Oracle
Oracle
Alert
Alert Options
Options window.
window.
•• Oracle
Oracle Alert
Alert uses
uses these
these folders
folders to
to manage
manage thethe
responses it receives for different alert messages.
responses it receives for different alert messages.
•• Consult
Consult your
your electronic
electronic mail
mail application
application
documentation
documentation to to learn
learn how
how to
to create
create the
the folders.
folders.
Step
Step 11:
11: Define
Define Message
Message Options
Options
Create
Create generic
generic message
message elements
elements that
that Oracle
Oracle Alert
Alert
appends
appends toto the
the alert
alert messages
messages itit sends.
sends.
•• Define
Define the
the Message
Message Action
Action Header
Header and and Message
Message
Action
Action Footer to save time when defining message
Footer to save time when defining message
actions.
actions.
•• Define
Define the
the Response
Response Text
Text to
to clearly
clearly communicate
communicate
reply
reply instructions
instructions to
to message
message recipients.
recipients.
•• Define
Define the
the Returned
Returned Message
Message Header
Header toto let
let
respondents know that their reply to an
respondents know that their reply to an alert alert
message
message waswas not
not understood
understood and and that
that they
they must
must
reply again.
reply again.
•• Oracle
Oracle Alert
Alert provides
provides aa generic
generic version
version ofof the
the
Response
Response Text
Text and
and Returned
Returned Message
Message Header
Header that
that
you can use or edit.
you can use or edit.
®
Step
Step 11:
11: Define
Define Message
Message Options
Options
Oracle
Oracle Alert
Alert inserts
inserts the
the generic
generic message
message elements
elements in in
the
the following
following positions:
positions:
•• The
The Message
Message Action
Action Header
Header is is displayed
displayed atat the
the
beginning of the message text of every
beginning of the message text of every message. message.
•• The
The Message
Message Action
Action Footer
Footer isis displayed
displayed at at the
the end
end
of
of the
the message
message text—but
text—but before
before the the response
response
text—of
text—of every
every message.
message.
•• The
The Response
Response TextText is
is displayed
displayed at at the
the end
end of
of each
each
alert message that solicits a response.
alert message that solicits a response.
•• The
The Returned
Returned Message
Message Header
Header is is displayed
displayed at at the
the
beginning
beginning of of every
every Return
Return Original
Original Message
Message
invalid
invalid response
response message
message action.
action.
Step
Step 11:
11: Define
Define Message
Message Options
Options
Use
Use the
the Message
Message Elements
Elements region
region of
of the
the Oracle
Oracle Alert
Alert
Options
Options window
window to
to enter:
enter:
•• Message
Message Action
Action Header
Header
•• Message
Message Action
Action Footer
Footer
•• Response
Response Text
Text
•• Returned
Returned Message
Message Header
Header
(N)
(N) System—>Options
System—>Options
®
Step
Step 12:
12: Start
Start the
the Periodic
Periodic Alert
Alert
Scheduler
Scheduler
After
After you
you have
have successfully
successfully installed
installed Oracle
Oracle Alert,
Alert,
you
you must verify that the Periodic Alert Scheduler
must verify that the Periodic Alert Scheduler is is
active
active toto enable
enable automatic
automatic periodic
periodic alert
alert submission.
submission.
•• Select
Select Requests
Requests from
from the
the View
View menu
menu toto find
find
requests
requests andand display
display the
the Requests
Requests window.
window.
•• You
You should
should see
see aa concurrent
concurrent request
request for
for the
the
program
program name Periodic Alert Scheduler. Its
name Periodic Alert Scheduler. Its phase
phase
should
should be be Pending.
Pending.
•• IfIf the
the phase
phase of of the
the Periodic
Periodic Alert
Alert Scheduler
Scheduler is is not
not
Pending,
Pending, start
start the
the program
program from
from the
the Schedule
Schedule
Alert
Alert Programs
Programs window.
window.
Step
Step 12:
12: Start
Start the
the Periodic
Periodic Alert
Alert
Scheduler
Scheduler
Use
Use the
the Schedule
Schedule Alert
Alert Programs
Programs window
window to:
to:
•• Select
Select the
the Periodic
Periodic Alert
Alert Scheduler
Scheduler program.
program.
••Click
Click the
the Activate
Activate button.
button.
Never
Never deactivate
deactivate the
the Periodic
Periodic Alert
Alert Scheduler.
Scheduler.
(N)
(N) Request—>Schedule
Request—>Schedule
®
Step
Step 12:
12: Start
Start the
the Periodic
Periodic Alert
Alert
Scheduler
Scheduler
The
The Periodic
Periodic Alert
Alert Scheduler
Scheduler runs
runs automatically
automatically every
every
day
day at midnight and performs the following actions:
at midnight and performs the following actions:
•• Purges
Purges expired
expired history
history
•• Submits
Submits periodic
periodic alerts
alerts that
that are
are scheduled
scheduled to
to be
be
checked
checked that
that day
day
•• Resubmits
Resubmits itself
itself to
to run
run for
for the
the next
next day
day
Step
Step 13:
13: Start
Start the
the Response
Response Processor
Processor
After
After you
you have
have successfully
successfully installed
installed Oracle
Oracle Alert,
Alert,
start
start the Response Processor so that Oracle
the Response Processor so that Oracle Alert
Alert
automatically
automatically reads
reads and
and processes
processes thethe mail
mail in
in the
the
response
response account.
account.
•• The
The Response
Response Processor
Processor also
also submits
submits itself
itself once
once
for
for each response account that you define in the
each response account that you define in the
Oracle
Oracle Alert
Alert Options
Options window.
window.
•• The
The Response
Response Processor
Processor runs
runs automatically
automatically every
every
day
day at
at midnight,
midnight, or
or according
according toto the
the schedule
schedule youyou
define
define in
in your
your response
response options.
options.
Step
Step 13:
13: Start
Start the
the Response
Response Processor
Processor
Use
Use the
the Schedule
Schedule Alert
Alert Programs
Programs window
window to:
to:
•• Select
Select the
the Response
Response Processor
Processor program
program
•• Click
Click the
the Activate
Activate button
button
(N)
(N) Request—>Schedule
Request—>Schedule
®
Step
Step 13:
13: Start
Start the
the Response
Response Processor
Processor
•• Each
Each time
time the
the Response
Response Processor
Processor runs,
runs, itit moves
moves
mail
mail from the Inbox folder to the Reviewed folder
from the Inbox folder to the Reviewed folder
of
of the
the response
response account.
account.
•• The
The Response
Response Processor
Processor then
then reads
reads the
the messages
messages
and
and does
does the
the following:
following:
–– Acts
Acts on
on valid
valid responses,
responses, then
then moves
moves those
those
messages
messages to the Reviewed_OK folder
to the Reviewed_OK folder
–– Acts
Acts on
on invalid
invalid responses,
responses, andand leaves
leaves those
those
messages
messages in in the
the Reviewed
Reviewed folder
folder
–– Acts
Acts on
on aa lack
lack of
of response
response ifif the
the follow-up
follow-up
period has expired
period has expired
Planning
Planning Responsibilities
Responsibilities for
for Oracle
Oracle Alert
Alert
•• Identify
Identify your
your business
business needs:
needs:
–– Who
Who will
will be
be defining
defining alerts?
alerts?
–– Will
Will the
the user
user writing
writing alert
alert SELECT
SELECT statements
statements
be
be different
different from
from the
the user
user modifying
modifying alert
alert
message
message actions?
actions?
•• Will
Will you
you use
use response
response processing?
processing?
–– IfIf so,
so, do
do you
you want
want to
to decentralize
decentralize
administration
administration of of the
the mail
mail accounts?
accounts?
–– Will
Will you
you divide
divide the
the Alert
Alert
responsibility by application?
responsibility by application?
Oracle
Oracle Alert
Alert Manager
Manager Responsibility
Responsibility
The
The standard
standard Oracle
Oracle Alert
Alert Manager
Manager responsibility
responsibility
includes:
includes:
•• All
All alert
alert windows
windows
•• All
All action
action windows
windows
•• Response
Response setset windows
windows
•• All
All history
history windows
windows
•• All
All definition
definition windows
windows
•• Access
Access toto data
data and
and history
history for
for all
all applications
applications
•• Permission
Permission toto submit
submit periodic
periodic alerts
alerts on
on demand
demand
for
for any
any application
application
Defining
Defining an
an Application
Application Alert
Alert Manager
Manager
Responsibility
Responsibility
Use
Use the
the Responsibilities
Responsibilities window
window toto define
define new
new Alert
Alert
Manager
Manager responsibilities
responsibilities if
if you
you want
want to
to divide
divide your
your
alert
alert responsibilities
responsibilities by
by application.
application.
System
System Administrator:
Administrator: (N)
(N) Security—>Responsibility—>Define
Security—>Responsibility—>Define
®
Application
Application Alert
Alert Manager
Manager Responsibility
Responsibility
An
An Application
Application Alert
Alert Manager
Manager responsibility
responsibility includes:
includes:
•• All
All alert
alert windows
windows
•• All
All action
action windows
windows
•• Response
Response setset windows
windows
•• All
All history
history windows
windows
•• The
The Oracle
Oracle Alert
Alert Options
Options window
window with
with access
access to
to
the
the response
response account
account for
for this
this application
application
•• Access
Access toto data
data and
and history
history for
for only
only this
this
application
application
•• Permission
Permission toto submit
submit periodic
periodic alerts
alerts
on
on demand
demand for
for this
this application
application
®
Practice
Practice 8-1
8-1
This
This practice
practice covers
covers the
the following
following topics:
topics:
•• Identifying
Identifying the
the items
items you
you need
need to
to define
define to
to
implement Oracle Alert
implement Oracle Alert
•• Understanding
Understanding any any additional
additional considerations
considerations for
for
implementing
implementing Oracle
Oracle Alert
Alert
Summary
Summary
•• After
After Alert
Alert isis installed,
installed, you
you need
need toto reregister
reregister any
any
Oracle
Oracle IDs that were not registered during the
IDs that were not registered during the Alert
Alert
installation.
installation.
•• Create
Create at at least
least one
one electronic
electronic mail
mail account
account toto
originate
originate alertalert messages.
messages.
•• IfIf you
you are
are using
using response
response processing,
processing, youyou must
must
set
set up up the
the accounts
accounts through
through which
which Oracle
Oracle Alert
Alert
can
can process
process responses
responses to to alert
alert messages.
messages.
•• To
To optimize alert request handling, define
optimize alert request handling, define one
one
concurrent
concurrent managermanager to to run
run only
only the
the Check
Check Event
Event
Alert
Alert program
program and and other
other concurrent
concurrent managers
managers toto
run
run allall other
other programs.
programs.
•• Create
Create an an implementation
implementation plan plan that
that considers
considers
whether
whether any any of of the
the optional
optional implementation
implementation steps
steps
are
are needed
needed for for your
your installation.
installation.
®