Managing Alerts in Mashup Builder

Managing alerts in Mashup Builder involves:

  • enabling security since users will have to be logged in to save and link alerts to their profiles.

  • adding a widget that enables users to save a query as an alert.

  • adding a widget that enables users to edit or delete their alerts.

This task shows you how to:

See Also
Setting up Query Alerting
Using Scheduled Alerts
Using Real-time Alerts

Set up query alerting

  1. Configure a Exalead CloudView Security Provider. For more information, see Add a CloudView Security Provider in the Exalead CloudView Mashup Builder User's Guide .
  2. In Mashup Builder, enable security on the /index or /search page.
  3. Select the page on which you want to add the alert widgets, for example /search, and select the Design view.
  4. In the Widgets panel, expand the Collaborative group, and drag the Save as alert widget to the canvas, for example above the Standard Facets widget.
  5. Drag the Alert Manager widget on the canvas, for example below the Save as alert widget.



  6. Optionally, from the widget properties panel, modify the widget title which is set to My alerts by default.
  7. Click Save and then Apply your configuration changes.

Test query alerting on the Mashup UI

  1. To see your changes, go to http://<HOSTNAME>:<BASEPORT>/mashup-ui.
  2. On the login page, enter your credentials and click Login.
  3. Enter a query in the index page search box and click Search.

    Your Mashup UI application should now have a search result page with a Save query as Alert button and a My alerts widget.



  4. Click Save query as Alert.

    A pop-up dialog box opens.

  5. Save your query as alert.
    1. Give it a name and a description (optional).
    2. Optionally, select a group to store it in a predefined alert group. Alert groups are configured in the Business Console.
    3. Click Save.

  6. In the My alerts widget, you can then:
    • Click the alert to run the query. It does not, however, run the alert. The alert itself is triggered only by a scheduled or a real-time alert, when a new or modified document matches.
    • Or hover over the alert name to edit or delete the alert.

    Important: The compilation of alerts (when you click Save) can be time consuming. To edit multiple alerts, we recommend to edit all alerts before recompiling rather than recompiling after each alert edition. However, as alert name editions are taken into account instantly, if a query alert is sent after the edition but before the recompilation, it will be executed with the old rules but you will receive it with its new name.