Administering SAS BI Dashboard

Setting Up Indicator Alerts for SAS BI Dashboard Users

SAS BI Dashboard users and administrators can receive indicator alerts either by e-mail or through the Alerts portlet. When the requirements for generating an alert are fulfilled, these administrators and users receive the alerts. Alerts are generated if the e-mail server is configured, the e-mail properties are configured for each user, and the users exist in the SAS metadata.

For information about how to create indicator alerts and specify the delivery methods (Alerts Portlet or e-mail), see the SAS BI Dashboard 4.3 User's Guide.

Examine or Configure Settings for the E-Mail Server

In order to enable indicator alerts by e-mail, the port and host name for an SMTP e-mail server must be configured. This information is specified in the SAS Deployment Wizard. The SAS Deployment Wizard uses this e-mail server as the default for the SAS Application Server to provide e-mail services to various SAS clients.

You can examine, add, or modify e-mail settings for SAS Application Servers by either of these methods:

Edit the e-mail settings in the configuration file sasv9_usermods.cfg (located in the SAS-configuration-directory\Lev1\SASApp\ directory). See "Managing Workspace Servers and Stored Process Servers" in the SAS Intelligence Platform: Application Server Administration Guide.
In SAS Management Console, navigate to Application Management Configuration Manager. Right-click on SharedServices9.2 and select Properties to display the Shared Services 9.2 Properties dialog box. If you want to make any changes, specify the property values for Email.Host and Email.Port on the Advanced tab.

Configure E-mail Properties for Indicator Alerts

Before you create indicator alerts by e-mail for SAS BI Dashboard users, you must specify the e-mail type and e-mail address for each user. If the e-mail type and e-mail address are not specified, users will not receive any alerts. To configure the e-mail type and e-mail address, follow these steps:

On the Plug-ins tab in SAS Management Console, navigate to Environment Management User Manager.

In the window pane on the right side, select a user and right-click to select Properties.
On the General tab, click New.
In the Email Properties dialog box, enter the information for Type and Address. An example of an entry for type is e-mail, and the address is a valid e-mail address.

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