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EDM V2.1 / I nstallat ion Ma nual Ausgabe 11/2012 E dition 35 - properties - events - associati on delega tes There is a separate t ab for each of these properties . If no value is select ed in one of the ta bs, th e ass…

EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition

5.3.7.2 Notification Rules

A notification rule consists out of two parts:

1. Patterns to describe the set of notifications the rule applies to, and

2. Actions to be applied on matching notifications:

o Handling options to describe the target destination of the notifications

 Filter at line server. Matching notifications are discarded on the EDM Line,

and no data is transferred to the EDM Master.

 Auto Reject. Changes are discarded on the EDM Master. These changes

bypass the data preparation engineer.

 Direct Import. Changes are imported into the Master database, without

being displayed in the clearing pool. These changes bypass the data

preparation engineer.

 “Not Specified”. Special rule that only applies “processing instructions”

o Processing Instructions

 Comment Options define whether a comment dialog is shown on the EDM

Line when a matching change is detected and, additionally, the user may

define default values for the comment entries, cf. section 5.3.7.3.3.

 E-Mail Options, cf. section 5.3.7.3.2.

5.3.7.2.1 Rule patterns

Change notifications can be filtered using a combination of:

● name of the changed object (FullTypePath)

● (SIPLACE Pro) object types

● action

● application

● user names (SIPLACE user or Windows user)

● line server

● “low level” (raw) events (should only be used if really necessary)

- sub-object type

Figure

5-6 Notification rule editor window

EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition

- properties

- events

- association delegates

There is a separate tab for each of these properties. If no value is selected in one of the tabs, the

associated property is not relevant (i.e. the rule matches all notifications if no property values are

selected at all). If one or more values are selected, in general, these categories comprise a set of

“OR” rules. This means that as soon as at least one of the defined conditions applies to the

incoming notification, the notification rule is matched (e.g. if there are several “object types”

selected, the rule applies to all of them).

The whole rule matches only if every category (tabs) matches (“AND” logic). E.g. if a “name” is

defined and several “object types” are selected, the rule matches if and only if the notification refers

to one of the selected object types and the object name referred to matches the name pattern.

5.3.7.3 Email configuration

EDM email notification uses SMTP to distribute notifications arriving at the Master Server. The

following must be configured:

● The network address of the SMTP server (“Server”)

● User and password: These fields are only active, if UseSmtpAuthentication in Advanced

Settings is set to True. The password used for SMPT authentication is saved in the

configuration files, using basic encryption.

● The sender to be entered in the message (“From”)

● A set of distribution lists

Email distribution lists make it possible to keep email traffic to a minimum and to send the emails to

precisely the person(s) responsible. A distribution list only responds to notifications from a specific

line.

The storage location of the configuration file is specified for informational purposes and must not be

changed. Direct manipulation of the configuration file should be avoided.

5.3.7.3.1 Distribution Lists

A line must be selected before a new distribution list can be added. A name and a comment are

assigned to each new list.

5.3.7.3.1.1 Managing distribution lists

After a distribution list has been selected, the email addresses of the recipients can be entered. All

recipients on the distribution list receive emails regarding notifications that refer to one of the

selected object types. Only those notifications are taken into account that originate from the line for

which the distribution list was created.

EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition

Figure 5-7: Configuration of email distribution lists

5.3.7.3.1.2 General distribution list

The general distribution list reacts to notifications from all lines simultaneously, but is otherwise the

same as normal distribution lists.

5.3.7.3.2 Rule Action Editor E-Mail options

A list of email recipients can be associated to each notification rule. On matching rule patterns, if

the “Send E-Mail” checkbox is active, an email message is sent to each recipient listed in the

Recipients list. The Recipients list may contain distribution list names as defined in the email

distribution list editor as well as individual email addresses.

5.3.7.3.3 Rule Action Editor Comment Options

Any EDM rule contains an instruction to handle the comment dialog on the EDM Line on matching

patterns. The last matching rule whose comment option is not “Not specified” determines whether

to show the dialog and whether to provide predefined values for the comment fields.