The User Menu provides submenus with options to change the appearance and functionality of user interface elements and log out of Service Alert.
User Interface Settings Menu
Menu Option
Description
Theme Selection Radio Buttons
• Dark Theme
• Light Theme
Theme selection allows you to choose whether the Web Call Entry uses a Dark Theme or a Light Theme.
• The Dark Theme is generally better for low-lit conditions.
• The Light Theme is generally better for well-lit conditions.
Capitalize Field Labels
If selected, field labels will be displayed in All Caps (for example, NAME). If not selected, field labels will be displayed in title case (for example, Name).
Toggle Accessible Mode
Changes settings to enable use with screen readers. Note: There are prerequisites to enabling accessible mode. Please see Appendix A‑Accessibility Features for information on enabling Accessible mode.
Show Messages at Mouse Location
Sets the system to display popup confirmation and warning dialog boxes at your mouse pointer position.
Smaller Font
Decreases the font size in text and icons. Repeat to further decrease the font size.
Bigger Font
Increases the font size in text and icons. Repeat to further increase the font size.
Reset Font
The application will reset the text and icons to use their default font size.
Darken Watermarks
Make the watermarks more opaque.
Lighten Watermarks
Make the watermarks more transparent.
Show Watermarks
Allows you to toggle watermarks on or off.
Table Settings Menu
The Table Settings submenu allows you to configure how tables will appear.
Menu Option
Description
Alternate Row Coloring
When selected, displays data table rows in alternating colors.
Capitalize Column Headings
Allows you to select whether column labels should be displayed in all capital letters (for example, STATUS) or in title case (for example, Status)
Table Color Formatting Mode
Determines whether and how tables will display background coloring.
Options
• None: Tables will not contain color indicators for statuses.
• Cells: Table cells will contain background colors based on the cell statuses.
• Row: All cells in a table row will have the background color.
Table Font Formatting Mode
Determines whether and how tables will display font formatting.
Options
• None: Conditional formatting related to font formatting are never shown.
• Cells: Conditional formatting related to font formatting are applied only to the cells they were configured for.
• Row: Conditional formatting related to font formatting are applied across the whole row. Where more than one formatting rule is applied, the highest priority rule is displayed.
Manage Preferences Menu
Menu Option
Description
Save Preferences
Saves your preferences to the database so your settings are available wherever you log in.
Note: Theme selection is saved to your user settings on the workstation since they are more likely influenced by the light in a location.
Restore Preferences
Opens a dialog box that allows you to select the preferences to restore.
Manage Site-wide Settings
Options
• Update Site-wide Preferences: Users who have Administration permissions (having access to the Configuration Assistant) may log in as a different user type, configure, and save the default preferences for all users of the log in type.
• Restore Site-wide Preferences:Users who have Administration permissions (having access to the Configuration Assistant) may restore the default preferences for the logged in user type to the original configuration.
User Logout: Logs you out of the system and shuts down the client.
Help Menu
The options in the Help menu are available at all times. The following table describes the Help menu options.
Option
Description
Service Alert Help
Opens the Online Help content for Service Alert.
Email Log Files...
Gathers the environment’'s log files and attaches them to a new email message using your default email client. The log files can then be sent to your support team or contact for further analysis.
Set Debug...
Launches the Set Debug dialog box allowing you to set debug on or off within your current environment. This is used for debugging and analysis purposes. See Setting Debug for more information.
About Service Alert
Opens a dialog box that displays information regarding what version of the application is presently running, as well as version and other information about the Oracle Utilities Network Management System Web Gateway that the application is using.
Contact Manager
The Contact Manager tab allows you to perform the following tasks:
For a description of the fields and buttons on this tab, see the following topic.
Contact Manager Tab
The Contact Manager tab is used to add, edit, or remove contact information. The contact information contains identification information to associate each entry with an individual, as well as details regarding contacting the individual when a notification occurs. Note that an individual may have many contact entries. All contact entries in the system are listed in the Contacts table. Disabled contacts cannot receive notifications.
The Contact Manager tab displays the following fields and buttons:
• The Contacts pane lists company contacts that have been added through the Contact Manager. The table row colors correspond to whether a contact is active (white) or inactive (bluish gray). Rows in the table can be sorted in ascending or descending order by clicking on any column header.
The columns displayed are user selectable by right-clicking the table heading area and select or deselect the list of available columns in the Select Columns to Display dialog box. Once the columns have been chosen, you may save the choices for your subsequent sessions by selecting Save Preferences from the Preferences menu; if not saved, the default columns will be displayed when you log in again. See Manage Preferences Menu for details on saving and restoring column selections.
The default product configuration displays the following columns:
• The Contact ID column contains the contact's identification number.
• The Name column contains the contact's name.
• The Email column contains the contact's email address.
• The Active columns contains the Y or N Active status.
• The Email column contains the contact's email address.
• The Text/SMS column contains the contact's SMS number.
• The Script column contains the script identifier used to deliver notifications to the contact.
• The Add button () activates the editable fields in the Contact Information pane, which allows you to add a new contact.
• The Edit button () allows the user to edit contact information for the contact selected in the Contacts table.
• The Remove button () removes the currently selected contact parameter from the system.
• The Print button () opens the Print Preview window that allows you to print the contact list.
• The Contact Information pane is where the details for a contact are entered and/or edited.
• The Name field contains the contact's name. This field can be edited when in add/edit mode. For sorting purposes, it is recommended that names be entered in "Last name, First Name" type format.
• The Contact ID field contains a unique identifier that is useful for identifying an individual, particularly when that individual has more than one contact entry. Sorting on the External ID allows for quick viewing of all an individual's contact entries. A work phone number (possibly concatenated with a phone extension) could be used, for example.
• The Current Groups field contains the groups to which this contact belongs. This field is not editable by the user, although group memberships can be modified on the Group Manager pane.
• The Email field contains the contact's email address. This field can be edited when in add/edit mode.
• The Text/SMS field contains the contact's SMS number. This field can be edited when in add/edit mode. This value will be the email alias for the contact's SMS device. The button next to the field allows the user to browse for a text messaging provider to assist in constructing the SMS device address string.
• The Search button () opens the Select Text Message Provider dialog box. This dialog box provides a convenient means for select a text messaging provider used in constructing the email alias for an SMS device.
• The Script drop-down list allows you to select a script that is used to deliver notifications to the contact.
• The Active check box enables/disables the contact entry. Disabled contacts do not receive notifications.
• The Save button () saves the contact information currently being added/edited to the database.
• The Cancel button () cancels the current add/edit operation.
Adding a Contact
To add a contact, complete these steps:
1. Click the Contact Manager tab on the Service Alert Administration Tool.
2. Click the Add button. The appropriate fields in the Contact Information section become enabled.
3. Fill in the following fields: Name, Contact ID, Email (optional), Text/SMS (optional), Script (optional), and Active. The Save button becomes enabled.
4. If necessary, select a text messaging provider. See the next section for instructions regarding selecting a text messaging provider.
5. Click the Save button to save the contact information.
Note: At least one of the following fields needs to be populated: Email, Text/SMS, and/or Script.
Editing a Contact
To edit a contact, complete these steps:
1. Click the Contact Manager tab on the Service Alert Administration Tool.
2. Click on a row in the Contacts table. This row represents the contact to be edited.
3. Click the Edit button. The appropriate fields become enabled.
4. Modify one or more of the following fields: Name, Contact ID, Email, Text/SMS, and Active.
5. If necessary, select a text messaging provider. See Selecting a Text Messaging Provider for instructions regarding selecting a text messaging provider.
6. Click the Save button to save the contact information.
Note: At least one of the following fields needs to be populated: Email, Text/SMS, and/or Script.
Selecting a Text Messaging Provider
To select a text messaging provider, complete these steps:
1. Click on the Search icon next to the Text/SMS field. The Select a Text Messaging Provider dialog box appears.
2. Click on a row in Text Message Providers table. This row represents the text messaging provider to be chosen. The Text Message Providers table contains the following columns:
• Provider – The name of the text messaging provider company.
• Prefix – A description of how an email alias for the SMS device is constructed. Typically, a sample prefix will be concatenated with the domain name.
• Domain Name – The domain name used to construct the email alias for the SMS device.
3. Click OK to choose the selected text messaging provider, or Cancel to dismiss the dialog box without selecting a provider. The Select Text Message Provider dialog box closes.
4. Edit the Text/SMS field as appropriate.
Note: The text messaging provider table is populated during the system installation. If you need to add, edit, or modify text messaging provider information, then contact your system administrator.
Removing a Contact
To remove a contact, complete these steps:
1. Click the Contact Manager tab on the Service Alert Administration Tool.
2. Click on a row in the Contacts table. This row represents the contact to be removed.
3. Click the Remove button. The Remove Contact dialog box opens.
4. Click Yes to remove the contact from the system, or No to avoid removing the contact from the system.
Group Manager
The Group Manager tab on the Service Alert Administration Tool window is used to add, edit or remove contact groups, as well as specify the notification format for a group based on each notification type. A group is used in defining notification parameters. A notification parameter is the definition of a rule used to trigger a notification. Every parameter requires a group of contacts to be specified. This group specifies the intended recipients of a notification.
From the Group Manager tab, you can perform the following tasks:
For a description of the fields and buttons on this tab, see the following topic.
Group Manager Tab
The Group Manager tab contains the following information:
• The Groups pane displays a list of all groups in the system. A group does not need to contain any contacts, nor does it need to be associated with a notification parameter.
• The Add button on the Groups pane opens the Add Group dialog box. This dialog box allows a new, empty group to be created. Each group must have a unique name.
• The Remove button on the Groups pane deletes the group from the database. This will also delete all parameters associated with the group, but contacts that are members of the group are not deleted.
• The Contacts pane displays a list of the individual members in the selected group.
• The Add button on the Contacts pane opens the Add Contact dialog box. This dialog box allows contacts to be added to the selected group.
• The Remove button on the Contacts pane removes the selected contact from the selected group.
• The Message Types pane displays a list of the available notification message types that the selected group can receive.
• The Message Formats pane contains information regarding the transforms for the selected message type.
• The Email field displays the transform, in the form of an XSL file, that will be applied to the notifications of the selected notification type bound for an email destination corresponding to members of the selected group.
• The Text/SMS field displays the transform, in the form of an XSL file, that will be applied to the notifications of the selected notification type bound for a Text/SMS destination corresponding to members of the selected group.
• The Script field displays the transform, in the form of an XSL file, that will be applied to the notifications of the selected notification type bound for a script destination corresponding to members of the selected group. Leaving the Script field empty would cause raw XML to be delivered to the script.
• The Modify Transformation button saves the XSL file information to the database for the selected group and notification type.
Note: You must verify that the specified XSL file is available in the designated location.
Adding a Group
To add a group, complete these steps:
1. Click the Group Manager tab on the Service Alert Administration Tool.
2. Click the Add button. The Add Group dialog box opens.
3. Enter a group name in the Group Name text field.
4. Click OK to create a group, or Cancel to avoid creating the group.
Removing a Group
To remove a group, complete these steps:
1. Click the Group Manager tab on the Service Alert Administration Tool.
2. Click on a group on the Groups list. The highlighted group is the group to be removed.
3. Click the Remove button. A confirmation dialog box opens.
4. Click Yes to remove the group, or No to avoid removing the group.
Adding a Contact to a Group
To add a contact to a group, complete these steps:
1. Click the Group Manager tab on the Service Alert Administration Tool.
2. Click on a group on the Groups list. The highlighted group is the group to which a contact will be added.
3. Click on the Add button. The Select Contact dialog box opens. The Contacts table in the Select Contact dialog box displays all the contacts in the system that do not belong to the selected group.
4. Click on a row in the Contacts table. The Contacts table contains the following columns:
• ID – System assigned unique id for the contact.
• External ID – A unique identifier that is useful for identifying an individual, particularly when that individual has more than one contact entry. Sorting on the External ID allows for quick viewing of all an individual's contact entries, for example, Employee ID.
• Name – The contact's name.
• Email – The contact's email address.
• Text/SMS – The contact's SMS device address.
• Active – A flag to indicate whether or not the contact is enabled in the system. Disabled contacts cannot receive notifications. Note that the table row colors correspond to whether a contact is active (white) or inactive (light blue).
5. Click OK to add the selected contact to the group, or Cancel to avoid adding the contact to the group.
Removing a Contact from a Group
To remove a contact from a group, complete these steps:
1. Click the Group Manager tab on the Service Alert Administration Tool.
2. Click on a group on the Groups list. The highlighted group is the group from which a contact will be removed. The Contacts list displays the contacts in the selected group.
3. Click on a contact on the Contacts list. This is the contact to be removed.
4. Click the Remove button. The Remove Contact From Group dialog box opens.
5. Click Yes to remove the contact from the group, or No to avoid removing the contact from the group.
Modifying the Message Transformation File
To modify the transform for a given group and notification type, complete these steps:
1. Click the Group Manager tab.
2. Select a group in the Groups list. The transformation filename will be modified for the selected group.
3. Click on a notification type in the Message Type list. The highlighted type will be the notification type for which the transformation filename will be modified. The Email, Text/SMS, and Script transformation filename fields display default values for each transformation.
Note: The available Message Formats are configured in the publisher_transformations table, which is populated by the nms_core_publisher.sql file.
4. Modify the filenames associated with each transform.
5. Click Modify Transformation to save the filenames to the database.
Parameter Manager
The Parameter Manager tab is used to add, edit, or remove notification triggering parameter information. A notification triggering parameter is the rule for defining a notification trigger within Service Alert. A parameter consists of a name, a threshold value, a group to notify when a violation occurs, and an associated control zone, asset, or customer. Inactive parameters cannot be violated, and therefore will never trigger a notification.
The Parameter Manager tab allows you to perform the following tasks:
The Parameters pane displays the following fields and buttons:
• The Parameters pane lists all parameters in the system. Note that the table row colors correspond to whether a parameter is active (white) or inactive (bluish gray). For convenience, the rows in the table can be sorted in ascending or descending order by clicking on any column header.
The columns displayed are user selectable by right-clicking the table heading area and selecting or deselecting the list of available columns in the Select Columns to Display dialog box. Once the columns have been chosen, you may save the choices for your subsequent sessions by selecting Save Preferences from the Preferences menu; if not saved, the default columns will be displayed when you log in again. See Manage Preferences Menu for details on saving and restoring column selections.
The default product configuration displays the following columns:
• The Name column contains a descriptive name given to the parameter.
• The Type column contains the notification type on which the parameter is based.
• The Value column contains the threshold value used in determining if a parameter violation has occurred. The units for this value are based on the notification type. For example, the parameter value unit of for the "Outage" notification type is "number of customers out." The "Outage affecting critical customer(s)" notification parameter value unit is "number of critical customers out."
• The Contact Groups column contains the group of contacts to be notified when a parameter violation occurs.
• The Control Zones column contains the control zones to which the parameter applies.
• The Asset Class(es) column contains the types of assets to which the parameter applies, if applicable.
• The # Assets column contains the number of asset aliases associated with the parameter, if applicable.
Note: A parameter must specify either a control zone or a list of assets, but not both.
• The # Accounts column contains the count of customer account numbers associated with the parameter, if applicable.
• The Duration column contains the time interval associated with the parameter, if applicable. This is the minimum outage duration (in seconds) before the notification is triggered.
• The Max ERT Notifications column contains the maximum number of notifications that will be delivered when there are ERT updates.
• The Event Types column contains the names of the specific event types this notification will be triggered for.
• The Event States column contains the names of the specific event states that this notification will be triggered for. (Currently only used for Specific customer affected by unplanned outage notification.)
• The Use Event States column contains a flag to indicate whether the Event State trigger is active for the parameter.
• The Customer Types column contains the critical customer types used in calculations for the associated notification.
• The Crew Types column contains the names of the specific crew types the notification will be triggered for; this only applies when Crew Action trigger is selected.
• The Crew States column contains the names of the specific crew states (Assigned, En-Route, Onsite, Suspended) the notification will be triggered for; this only applies when Crew Action trigger is selected.
• The Planned column displays Y if notification should only be triggered for planned events.
• The Disable During Storm column contains a flag to indicate whether parameter violation should be suppressed when the associated control zone is in storm mode or the associated asset resides in a control zone that is in storm mode. Storm modes are defined as part of Web Trouble configuration (rule sets applied to a control zone in the Authority tool).
• The Duration column contains the minimum outage duration (in hh:mm:ss format) required for the outage to trigger a notification.
• The Add button activates the editable fields in the Parameter Information pane, which allows you to add a new parameter.
• The Edit button allows you to edit the currently selected parameter.
• The Remove button removes the currently selected parameter from the system.
• The Export Table button allows you to save the Parameter Information table data as a CSV file.
Parameter Information Pane
The Parameter Information pane is where the details for a parameter are entered and/or edited. The Parameter Information pane displays the following fields and buttons:
Note: The fields and buttons on this pane vary depending on the type of notification.
• The Name field displays the descriptive name given to the parameter. This value can be modified be when in add/edit mode.
• The Select Contact Groups... button brings up the Select Contact Groups dialog box for selecting one or more groups to be notified when the parameter is violated. You can use the Control key in conjunction with the left mouse button to make multiple selections or deselect a group in the Select Contact Groups dialog box. This button is enabled when in add/edit mode.
• The Type field displays a list of enumerated notification types to which this parameter applies. This value can be selected when in add/edit mode.
• Outage
• Outage Affecting Critical Customer(s)
• Outage Affecting Specific Customer(s)
• Frequency of Outages on an Asset
• Storm Affecting Control Zone
• The Value field displays the parameter threshold value. This value can be modified when in add/edit mode.
• The Number of Selected Accounts field displays the number of customer account numbers associated with the parameter, if applicable. This field is not editable.
• The Select Accounts... button displays the Select Accounts dialog box, allowing you to search for customer accounts to associate with the parameter, if applicable.
• The Event Type radio group allows you to select whether notification should be triggered by Planned or Unplanned events. This is only displayed for outage-type notifications.
• The Select Event Types... button opens the Select Event Types dialog box that allows you to select one or more event types that will trigger the notification when the parameter is violated. When multiple event types are selected, a notification will only be triggered the first time one of the selected event types is met. This button is enabled in add/edit mode when Unplanned Event Type is selected.
• The Trigger group allows you to select the event status that will trigger the notification. This group may contain one or more of the following options:
• Scheduled - This check box is enabled only for outage notifications where the Event Type is Planned. If this is checked, the system will generate a notification when a switching sheet reaches the scheduled state, provided that other notification conditions are met.
• Started/In-Progress - This check box is enabled only for outage notifications. If this is checked, the system will generate a notification when a planned or unplanned outage is started, provided that other notification conditions are met.
• Restored - This check box is enabled only for outage notifications. If this is checked, the system will generate a notification when a planned or unplanned outage is restored, provided that other notification conditions are met.
• Canceled - This check box is enabled only for outage notifications. If this is checked, the system will generate a notification when a switching sheet reaches canceled state or when an unplanned outage is canceled, provided that other notification conditions are met.
• ERT Updated - If checked, the system will generate a notification when an ERT is manually updated for an outage, provided that other notification conditions are met.
• Crew Action - This check box is enabled only for outage notifications. If selected, the system will generate a notification when the specified crew type and crew state are met provided that other notification conditions are also met. The notification will be triggered only the first time an event has been observed to be in a particular crew state (for example, if a parameter specifies crew types of Service and Trouble and the crew state is Assigned, notification for a particular event will be generated only the first time a Service or Trouble crew is assigned to the event).
• Storm Started - This check box is enabled only if the notification type is Storm Affecting Control Zone. If this is checked, the system will generate notification when storm has been created in Storm Management tool.
• Storm Updated - This check box is enabled only if the notification type is Storm Affecting Control Zone and Storm Started check box is checked. If this is checked, the system will generate notification when information for an existing storm has been updated in Storm Management tool.
• Storm Ended - This check box is enabled only if the notification type is Storm Affecting Control Zone. If this is checked, the system will generate notification when storm has been marked as ended in Storm Management tool.
• The Select Crew Types... button displays the Select Crew Types dialog box, allowing you to select crew types to associate with the parameter; this is only available when Crew Action trigger is selected.
• The Select Crew States... button displays the Select Crew States dialog box, allowing you to select crew states to associate with the parameter; this is only available when Crew Action trigger is selected.
• The Duration field allows you to enter the minimum outage duration (in hh:mm:ss format) required to trigger a notification. If an outage meets all the conditions for notification, but does not have sufficient duration, the system will delay the notification until the required outage duration has been reached. Duration of 0 seconds means that notification should be generated regardless of the outage duration. This field is only available for notification types: Outage, Outage Affecting Critical Customers, and Outage Affecting Specific Customers. Duration check is not applicable to Master Switching Jobs.
• The Max ERT Notifications field allows you to enter the maximum number of ERT updated notifications to be triggered for an event.
Notes:
• The Max ERT Notifications field is only visible when Outage, Outage affecting critical customers, or Outage affecting specific customer types are selected.
• It is editable only when ERT Updated is selected in the Trigger pane.
• The Number of SelectedAssets field displays the number of asset aliases associated with the parameter, if applicable. This is non-editable field.
• The Select Assets... button displays the SelectAssets dialog box, allowing you to search for assets to associate with the parameter, if applicable.
• The Asset Class(es) field displays the classes or types of assets to which the parameter applies. This value can be modified when in add/edit mode, depending upon the type of notification selected.
• The SelectAsset Classes... button displays the Select Asset Classes dialog box, allowing you to select asset types to associate with the parameter, if applicable.
• The Clear button clears the Asset Class(es) field.
• The Control Zones field displays the control zones of the asset to which the parameter applies. This value can be modified when in add/edit mode.
• The Select Control Zones... button displays the Select Control Zones dialog box, allowing you to associate the parameter with a control zone, if applicable.
• The Clear button clears the Control Zones field.
Note: A parameter must specify either control zone or an asset, but not both.
• Click the Use Event States check box if you want to select specific event states that will trigger the notification when the parameter is violated. If checked, the Select Event States... button is enabled.
• The Select Event States... button brings up the Select Event States dialog box for selecting one or more event states. You can use the Control key in conjunction with the left mouse button to make multiple selections or deselect a group in the Select Event Types dialog box. This button is enabled when in add/edit mode.
• The Time Interval field displays the time interval value associated with the parameter. This value can be modified when in add/edit mode, depending upon the type of notification selected.
• The Specify Time Interval button displays the Specify Time Interval dialog box, allowing you to specify what time interval should be used for the parameter, if applicable.
• The Clear button to the right of the Specify Time Interval button clears the Time Interval field when pressed.
• The Disable During Storm check box allows you to enable/disable the parameter during storm mode.
• The Active check box allows you to enable/disable the parameter.
• The Select Customer Types... button allows you to select one or more customer types to be considered in the calculations for the notification. This button is displayed only for notifications that involve critical customers.
When you click this button, the Select Customer Type dialog box opens. Select the customer types to include, then click OK.
Note: If a customer belongs to more than one of the selected customer types, the customer is only counted once in the calculation.
• The Save button saves the parameter information.
• The Cancel button cancels an add/edit parameter operation.
About Parameter Values
A parameter must have certain required data specified before it may be saved. A parameter consists of a name, a threshold value, a group to notify when a violation occurs, and an associated control zone, asset, or customer. The parameter value has a different meaning in the context of each of the various notification types.
The following table gives the units for each notification type.
Notification Type
Parameter Value Unit
Outage
Number of customers affected
Outage affecting critical customers
Number of critical customers affected
Outage affecting specific customer
N/A
Frequency of outages on an asset
Number of outages
Storm affecting control zone
N/A
Note: A group must exist to save the parameter. Use the Group Manager tab to create a group if one does not already exist.
Different notification types have different additional data required. The following table lists the other required values for each notification type.
Notification Type
Other Required Information
Outage
Event Type, Trigger, at least one asset alias or Control Zone, or Asset Class and Control Zone
Outage affecting critical customers
Event Type, Trigger, at least one asset alias or Control Zone, or Asset Class and Control Zone.
Outage affecting specific customer
Event Type, Trigger, at least one customer account number.
Frequency of outages on an asset
Time Interval, at least one asset alias, or Asset Class and Control Zone
Storm affecting control zone
Trigger, Control Zone
Adding a Customer Count Parameter
To add either an Outage notification parameter or an Outage affecting critical customers notification parameter, complete these steps:
1. Click the Parameter Manager tab on the Service Alert Administration Tool.
2. Click the Add button. The appropriate fields on the Parameter Information pane become enabled.
3. Enter a descriptive name for the parameter into the Name field.
4. Click the Select Contact Groups... button. The Select Contact Groups dialog box appears.
5. Select one or more groups to be notified when the parameter is violated from the Select Contact Groups dialog box.
6. Click the OK button on the Select Contact Groups dialog box. The Select Contact Groups dialog box disappears.
7. Select either "1. Outage" or "2. Outage affecting critical customer(s)" from the Type context menu.
8. In the Value field, enter a number that represents the number of customers that must be out in order to trigger the notification.
9. Select either Unplanned or Planned from the Event Type options.
10. To limit the types of events that can trigger the notification, click the Select Event Types... button, then make your selection in the Select Event Types dialog box. If no selection is made, then the notification is triggered by all event types.
11. Select one or more check boxes in the Trigger section to specify when this notification should be triggered.
12. Either specify a list of assets or list of asset classes and a list of control zones for the parameter. This is used in conjunction with the Value in order to trigger the notification.
a. To specify an asset, do the following:
• Click the Select Assets... button. The Select Assets dialog box opens.
• Click the Add button to open the Asset Search dialog box. Enter your search criteria into the Search Text field.
• Click the Search button. The search results are displayed in the table.
• Select the desired assets from the table and click OK. The Select Assets dialog box is populated with rows for each selected asset.
• Newly added rows have a green background.
• Rows can be removed from the Select Assets dialog box using the Remove Asset button. Rows scheduled for removal have a red background.
• The Undo Changes button reverts all changes made to the list of assets in the Select Assets dialog box.
• Click OK to close the Select Assets dialog box. The Number of Selected Assets will be updated with the count of selected assets.
b. To specify asset classes and control zones, do the following:
• Select Asset Classes
• Click the Select Asset Classes... button. The Select Asset Classes dialog box opens.
• Select the asset classes in the tree pane. You may click Expand All to show all asset classes in the tree and click OK. The Select Asset Classes dialog box will close and the Asset Class(es) field will be populated with the selected asset class names.
• Select Control Zones
• Click the Select Control Zones... button. The Select Control Zones dialog box opens.
• Select the desired control zones from the tree, and click OK. The Select Control Zones dialog box will close and the Control Zones field will be populated with the name of the selected control zones.
13. Select/deselect the Use Event States, Disable During Storm, and Active check boxes, as desired.
14. If the Crew Action trigger is selected, use the Select Crew Types... and Select Crew States... buttons to select the crew types and crew states that can trigger the notification.
15. Click the Save button to save the parameter.
Adding a Specific Customer Parameter
To add an Outage affecting a specific customer parameter, complete these steps:
1. Click the Parameter Manager tab on the Service Alert Administration Tool.
2. Click the Add button. The appropriate fields on the Parameter Information pane become enabled.
3. Enter a descriptive name for the parameter into the Name field.
4. Click the Select Contact Groups... button. The Select Contact Groups dialog box appears.
5. Select one or more groups to be notified when the parameter is violated from the Select Contact Groups dialog box and click OK. The Select Contact Groups dialog box disappears.
6. Select "3. Outage affecting specific customer notification" from the Type drop-down list.
7. Select either Unplanned or Planned from the Event Type radio group.
8. To limit the types of events that can trigger the notification, click the Select Event Types... button, then make your selection in the Select Event Types dialog box. If no selection is made, then the notification is triggered by all event types.
9. Select one or more check boxes in the Trigger section to specify when this notification should be triggered.
10. Click the Select Accounts... button to bring up the Select Accounts dialog box.
11. Click the Add Account button to bring up the Account Search dialog box.
12. Select a search criterion on the Search Parameter drop-down list.
13. Enter text into the Search Text field according to the search criterion selected in the previous step.
14. Click the Search button. The search results are displayed in the table.
15. Select the desired accounts from the table and click OK. The Account Search dialog box disappears and rows for the selected account numbers are added to the Select Accounts dialog box.
• Newly added rows have a green background.
• Rows can be removed from the Select Accounts dialog box using the Remove Account button. Rows scheduled for removal have a red background.
• The Undo Changes button reverts all changes made to the list of account in the Select Accounts dialog box.
Once satisfied with the list of accounts click OK. The Select Accounts dialog box disappears, and the Number of Selected Accounts field is populated with the number of distinct account numbers from the Select Accounts dialog box.
16. Select/deselect the Use Event States, Disable During Storm, and Active check boxes as desired.
17. If the Crew Action trigger is selected, use the Select Crew Types... and Select Crew States... buttons to select the crew types and crew states that can trigger the notification.
18. Click the Save button to save the parameter.
Adding a Frequency of Outages Parameter
To add a Frequency of Outages on an Asset Notification parameter, complete these steps:
1. Click the Parameter Manager tab on the Service Alert Administration Tool.
2. Click the Add button. The appropriate fields on the Parameter Information pane become enabled.
3. Enter a descriptive name for the parameter into the Name field.
4. Click the Select Contact Groups... button. The Select Contact Groups dialog box appears.
5. Select one or more groups to be notified when the parameter is violated from the Select Contact Groups dialog box.
6. Click the OK button on the Select Contact Groups dialog box. The Select Contact Groups dialog box disappears.
7. Select "5. Frequency of outages on an asset notification" from the Type drop-down list.
8. Enter a number in the Value field that represents the number of outages there must be in order to trigger the notification.
9. If desired, click the Select Event Types... button to bring up the Select Event Types dialog box to limit the types of events that can trigger the notification. If no selection is made, then the default is all event types.
10. Click the Specify Time Interval button to bring up the Specify Time Interval dialog box. Specify a time interval either as a certain number of hours/days/weeks/years.
To specify the time interval as having a specific begin date, complete these steps:
• Select the Begin Date radio button on the Specify Time Interval dialog box. The Calendar button becomes enabled.
• Click on the Calendar button. The Calendar dialog box appears.
• Specify the desired begin date and time in the Calendar dialog box, then press the OK button. The Calendar dialog box disappears, and the selected date/time now appears in the field next to the Begin Date radio button.
To specify the time interval as a certain number of hours/days/weeks/years, complete these steps:
• Select the Time Window radio button. The text field and drop-down list become enabled.
• Select the desired unit of time from the drop-down list and enter the desired number of units into the text field.
• Click the OK button on the Specify Time Interval dialog box. The Specify Time Interval dialog box disappears, and the Time Interval field is populated with the interval that was specified.
11. Either specify a list of assets or a list of asset classes and list of control zones for the parameter. These are used in conjunction with the Value and Time Interval in order to trigger the notification.
To specify a list of assets, do the following:
• Click the Select Assets... button. The Select Assets dialog box opens.
• Click the Add button to open the Asset Search dialog box. Enter your search criteria into the Search Text field.
• Click the Search button. The search results are displayed in the table.
• Select the desired assets from the table and click OK. The Select Assets dialog box is populated with rows for each selected asset.
• Newly added rows have a green background.
• Rows can be removed from the Select Assets dialog box using the Remove Asset button. Rows scheduled for removal have a red background.
• The Undo Changes button reverts all changes made to the list of assets in the Select Assets dialog box.
• Click OK to close the Select Assets dialog box. The Number of Selected Assets will be updated with the count of selected assets.
To specify a list of assets classes and a list of control zones, complete these steps:
• Click the Select Asset Classes... button. The Select Asset Class dialog box appears.
• Select the desired asset classes from the tree and click OK. The Select Asset Classes dialog box disappears, and the Asset Class(es) field is populated with the names of the asset classes.
• To specify a list of control zones, click the Select Control Zones... button. The Select Control Zones dialog box appears.
• Select the list of control zones from the tree, and click OK. The Select Control Zones dialog box disappears, and the Control Zones field is populated with the name of the selected control zones.
12. Select/deselect the Use Event States, Disable During Storm, and Active check boxes as desired.
13. Click the Save button to save the parameter.
Adding a Storm Affecting Control Zone Parameter
To add a Storm Affecting Control Zone parameter, complete these steps:
1. Click the Parameter Manager tab on the Service Alert Administration Tool.
2. Click the Add button. The appropriate fields on the Parameter Information pane become enabled.
3. Enter a descriptive name for the parameter into the Name field.
4. Click the Select Contact Groups... button. The Select Contact Groups dialog box appears.
5. Select one or more groups to be notified when the parameter is violated from the Select Contact Groups dialog box.
6. Click the OK button on the Select Contact Groups dialog box. The Select Contact Groups dialog box disappears.
7. Select "6. Storm affecting control zone" from the Type drop-down list.
8. Check Storm Started and/or Storm Ended in the Trigger. If Storm Started is checked, Storm Updated will become available and can also be checked.
9. Click the Select Control Zones... button. The Select Control Zone dialog box appears.
10. Choose the desired control zones for the alert and click OK. The Control Zones field will be populated with your choice.
11. Click the Save button to save the parameter.
Editing a Parameter
To edit a parameter, complete these steps:
1. Click the Parameter Manager tab on the Service Alert Administration Tool.
2. Click on one of the existing parameters in the Parameters table. The Edit button becomes enabled.
3. Click the Edit button. The appropriate fields will become enabled.
4. Edit each field as desired.
5. Click Save to save the edited information, or click Cancel to avoid saving the edited information.
Removing a Parameter
To remove a parameter, complete these steps:
1. Click the Parameter Manager tab on the Service Alert Administration Tool.
2. Click on one of the existing parameters in the Parameters table. The Remove button becomes enabled.
3. Click the Remove button. The Remove Parameter dialog box opens.
4. Click Yes to remove the parameter or No to avoid removing the parameter.
Utility Customer Manager
The Utility Customers tab is used for designating customers as being "critical" within Service Alert and entering contact information for each critical customer. This information will display in the "Outage affecting critical customer(s)" notification. To "import" a customer into Service Alert, an "add" operation must be performed. Once the customer has been added, customer contacts can be associated with the account. Each customer contact can also have one or more phone entries, which indicate how the customer contact can be reached. To bring up contact information for an existing Service Alert Critical account, a "search" must be performed.
The Utility Customers tab allows you to perform the following tasks:
For a description of the fields and buttons on this tab, see the following topic.
Utility Customers Tab
The Utility Customers tab displays the following fields and buttons:
• The header section contains details regarding a specific customer account.
• The Account Number field displays the account number of the critical customer.
• The Name field displays the name of the critical customer.
• The Address field displays the address of the critical customer.
• The Client Type menu allows you to specify a client type value for the critical customer. The available options are Undetermined, Office, Computer Data Center, Communications, Shelter, Command Center, Company Executives, and Business Leaders.
• The Add button displays the Add Account dialog box. This dialog box allows you to add a critical customer into Service Alert. The main reason for doing this is to associate contact and contact phone information with the critical customer.
• The Edit button places the header section into edit mode, allowing you to modify both the customer account name and the client type value.
• The Remove button removes an account from Service Alert. This does not affect the customer's entries in the Oracle Utilities Network Management System tables.
• The Search button displays the Search Account dialog box. This dialog box allows you to search for a critical customer that was previously added to Service Alert.
• The Save button allows you to save any changes you made while the header section was in edit mode, and returns the section to non-editable mode.
• The Cancel button returns the section to non-editable mode without saving any changes.
• The Customer Assets pane displays a list of assets that are associated with the currently selected account.
• The Service Location ID column contains the service location identification value for the asset.
• The Asset ID column contains the identification value for the asset.
• The Customer Contacts pane contains the list of contacts for the currently selected account. For convenience, the rows in the table can be sorted in ascending or descending order by clicking on any column header.
• The ID column contains the system assigned unique id for the customer contact entry.
• The Name column contains the customer contact name.
• The Title column contains the customer contact title, if applicable.
• The Instructions column contains general instructions for contacting this individual.
• The Add button displays the Add/Edit Customer Contact dialog box. This dialog box allows you to add a customer contact.
• The Edit button displays the Add/Edit Customer Contact dialog box. This dialog box allows you to edit a customer contact.
• The Remove button removes the contact from the critical customer contact listing.
• The Search… button displays the Search Customer Contacts dialog box. This dialog box allows you to search for a customer contact that was previously added to Service Alert.
• The Customer Contact Phones pane displays phone information for the currently selected contact in the Customer Contacts table. For convenience, the rows in the table can be sorted in ascending or descending order by clicking on any column header.
• The ID column contains the system assigned unique id for the customer contact phone entry.
• The Type column contains the type of phone (Office, Home, Cell, and so on).
• The Number column contains the phone number.
• The Ext column contains the phone extension, if applicable.
• The Call Time column contains the time of day to call the individual using this phone number (Anytime, Daytime, Nighttime, and so on).
• The Sequence column contains the preferred calling order for reaching the customer contact.
• The Add button displays the Add/Edit Customer Contact Phone dialog box. This dialog box allows you to add a customer contact phone entry.
• The Edit button displays the Add/Edit Customer Contact Phone dialog box. This dialog box allows you to edit a customer contact phone entry.
• The Remove button removes the contact phone entry from the selected contact's list of phone contact information.
Adding Accounts
The Add Account dialog box opens once you press the Add button on the Utility Customers tab. This dialog box allows you to add a critical customer into Service Alert.
The Add Account dialog box displays the following fields and buttons:
• The Search Text field displays the text used to search for a critical customer account. The text varies based on the search parameter.
• The Search Parameter field displays the current search parameter. The available parameters are Account Number, Account Name, Phone Number, Address, City State, and Zip Code.
• The Search button performs a critical customer search within the Oracle Utilities Network Management System database based upon the Search Text and Search Parameter.
• The Clear button clears the Search Text field and the search results table.
• The Account Number column displays the account number of the critical customer.
• The Account Name column displays the account name of the critical customer.
• The Phone Number column displays the phone number of the critical customer.
• The Address column displays the address of the critical customer.
• The City State column displays the city and state portion of the critical customer's address.
• The Zip Code column displays the zip code of the critical customer.
• The Critical Types column lists the customer's critical classification.
• The OK button adds the customer to Service Alert and closes the Add Account dialog box.
• The Cancel button closes the Add Account dialog box without adding the customer to Service Alert.
Adding an Account to Service Alert
To add an account to Service Alert, complete these steps:
1. Click the Utility Customers tab on the Service Alert Administration Tool.
2. Click the Add button. The Add Account dialog box opens.
3. Select a search criterion on the Search Parameter drop‑down list.
4. Enter text into the Search Text field according to the search criterion selected in the previous step.
5. Click the Search button to perform a search for critical customers in the Oracle Utilities Network Management System database. The search result table populates with a set of customer data.
6. Select a customer by clicking on a row in the table. The OK button becomes enabled.
7. Click OK to add the customer to Service Alert, or Cancel to avoid adding the account.
Searching for an Account
The Search Account dialog box opens once you press the Search button on the header section of the Utility Customers tab in the Service Alert Administration Tool. This dialog box allows you to search for a critical customer that was previously added to Service Alert.
The Search Account dialog box contains the following information:
• The Search Text field displays the text used to search for a critical customer account within the Service Alert tables. The text varies based on the search parameter.
• The Search Parameter field displays the current search parameter. The available parameters are Account Number, Account Name, Phone Number, Address, City State, and Zip Code.
• The Search button performs a critical customer search within the Service Alert database based on the search text and search parameter. The search is executed against customers previously added to Service Alert by means of Adding Accounts functionality.
• The Clear button clears the Search Text field and the search results table.
• The Account Number column displays the account number of the critical customer.
• The Account Name column displays the account name of the critical customer.
• The Phone Number column displays the phone number of the critical customer.
• The Address column displays the address of the critical customer.
• The City State column displays the city and state portion of the critical customer's address.
• The Zip Code column displays the zip code of the critical customer.
• The Critical Types column lists the customer's critical classification.
• The OK button populates the Utility Customer pane with customer information, including contacts and contact phone entries, and closes the Search Account dialog box.
• The Cancel button closes the Search Account dialog box.
Searching for an Account in Service Alert
To search for an account, complete these steps:
1. Click the Utility Customers tab on the Service Alert Administration Tool.
2. Click the Search button. The Search Account dialog box opens.
3. Select a search criterion on the Search Parameter drop‑down list.
4. Enter text into the Search Text field according to the search criterion selected in the previous step.
5. Click the Search button to perform a search for critical customers within Service Alert. The search result table populates with a set of customer data.
6. Select a customer by clicking on a row in the table. The OK button becomes enabled.
7. Click OK to display the customer data and contact information on the Utility Customer pane, or Cancel to avoid selecting the account.
Editing an Account
To edit an account, complete these steps:
1. Search for an Account. (Refer to the previous topic for instructions). The customer account information loads into the header section.
2. Click the Edit button. The Name and Client Type fields become editable.
3. Edit the Name field and change the selected Client Type as desired.
4. Click the Save button. The changes are saved and the header section returns to non-edit mode. In order to exit from edit mode without saving changes, click the Cancel button instead.
Removing an Account
To remove an account, complete these steps:
1. Search for an Account. (Refer to the previous topic for instructions). The Remove button becomes enabled.
2. Click the Remove button. The Remove Customer Account dialog box opens.
3. Click Yes to remove the account from the system, or No to avoid removing the account from the system.
Adding Customer Contact Information
To add customer contact information, complete these steps:
1. Add an account or search for an account, as described in the previous topics.
2. In the Customer Contacts section, click the Add button. The Add/Edit Contact dialog box opens.
3. Enter in a Name and Title for the customer contact. If applicable, enter in general instructions, or any other relevant information, regarding the contacting of the individual. The OK button becomes enabled.
4. Click OK to add the customer contact information to the database or Cancel to avoid adding the information.
Searching for a Customer Contact
The Search Customer Contacts dialog box opens once you press the Search button on the Customer Contacts section of the Utility Customers tab. This dialog box allows you to search for a customer contact that was previously added to Service Alert.
The Search Customer Contacts dialog box displays the following fields and buttons:
• The Search Text field displays the text used to search for a critical customer account within the Service Alert tables. The text varies based on the search parameter.
• The Search Parameter field displays the current search parameter. The available parameters are Contact Name, Contact ID, Contact Title, Account Name, and Account Number.
• The Search button performs a customer contact search within the Service Alert database based on the search text and search parameter. The search is executed against customer contacts previously added to Service Alert by means of the Adding Customer Contact Information functionality.
• The Clear button clears the Search Text field and the search results table.
• The Contact ID field contains the system assigned unique id for the customer contact entry.
• The Contact Name column contains the customer contact name.
• The Contact Title column contains the customer contact title, if applicable.
• The Account Name column displays the account name of the critical customer the contact is already associated with.
• The Account Number column displays the account number of the critical customer the contact is already associated with.
• The Add button associates the selected contact with the currently displayed critical customer, including contacts and contact phone entries, adds a row for this contact to the Customer Contacts table, and closes the Search Customer Contacts dialog box.
• The Cancel button closes the Search Customer Contacts dialog box.
Searching for a Customer Contact in Service Alert
To search for a customer contact, complete these steps:
1. Add an account or search for an account.
2. Click the Search button. The Search Customer Contacts dialog box opens.
3. Select a search criterion on the Search Parameter drop‑down list.
4. Enter text into the Search Text field according to the search criterion selected in the previous step.
5. Click the Search button to perform a search for customer contacts within Service Alert. The search result table populates with a set of customer data.
6. Select a customer contact by clicking on a row in the table.
7. Click Add to associate the customer contact with the critical customer currently displayed on the Utility Customer pane, or Cancel to avoid adding a contact.
Editing Customer Contact Information
To edit customer contact information, complete these steps:
1. Search for an account that has customer contacts associated with it.
2. In the Customer Contacts section, click the Edit button. The Add/Edit Contact dialog box opens.
3. Edit the Name, Title, and Instructions associated with the customer contact. The OK button becomes enabled.
4. Click OK to save the edited customer contact information to the database or Cancel to avoid saving the information.
Removing Customer Contact Information
To remove customer contact information, complete these steps:
1. Search for an account that has customer contacts associated with it.
2. Click on one of the existing contacts in the Customer Contacts table. The Remove button becomes enabled.
3. Click the Remove button. The Remove Contact dialog box opens.
4. Click Yes to remove the contact's association with this account, or No to avoid removing the contact association.
Adding Customer Contact Phone Information
To add customer contact phone information, complete these steps:
1. Add an account or search for an account.
2. If the account does not have any associated contacts, add a customer contact.
3. Click on one of the existing contacts in the Customer Contacts table. The Add button becomes enabled.
4. Click the Add button. The Add/Edit Customer Contact Phone dialog box opens.
5. Modify the phone type and call time from the Type and Call Time drop‑down lists, respectively.
6. Enter a phone number in the Number field. If applicable, a phone extension can be entered in the text field to the right of the Number field.
7. Enter a non-negative value in the Sequence field. This number is used to indicate the priority of this phone entry relative to all other phone entries associated with the selected customer contact. The OK button becomes enabled.
8. Click OK to save the customer contact phone information to the database, or Cancel to avoid saving the phone information.
Editing Customer Contact Phone Information
To edit customer contact phone information, complete these steps:
1. Search for an account that has customer contacts associated with it.
2. Click on one of the existing contacts in the Customer Contacts table. The Edit button becomes enabled.
3. Click the Edit button. The Add/Edit Customer Contact Phone dialog box opens.
4. Modify the phone type and call time from the Type and Call Time drop‑down lists, respectively.
5. Edit a phone number in the Number field. Edit the phone extension in the text field to the right of the Number field.
6. Edit value in the Sequence field.
7. Click OK to save the customer contact phone information to the database, or Cancel to avoid saving the phone information.
Removing Customer Contact Phone Information
To remove customer contact phone information, complete these steps:
1. Search for an account that has customer contacts associated with it.
2. Click on one of the existing contacts in the Customer Contacts table.
3. Click on one of the contact phone entries in the Customer Contact Phones table. The Remove button becomes enabled.
4. Click the Remove button. The Remove Phone dialog box opens.
5. Click Yes to remove the contact's selected phone entry, or No to avoid removing the entry.
Attribute Manager
The Attributes Manager tab is used to add, edit, or remove attribute information associated with specific assets. Attribute Information can be displayed on notifications trigger by the associated asset. An attribute consists of an Asset ID, Attribute ID, a name and a value. Inactive attributes cannot be violated, and therefore will never trigger a notification.
The Attributes Manager tab allows you to perform the following tasks:
For a description of the fields and buttons on this tab, see the following topic.
Attributes Manager Tab
The Attributes Manager tab displays the following fields and buttons:
• The Attributes pane lists all attributes known to Service Alert. Note that the table row colors correspond to whether a attribute is active (white) or inactive (bluish gray). For convenience, the rows in the table can be sorted in ascending or descending order by clicking on any column header.
The columns displayed are user selectable by right-clicking the table heading area and selecting or deselecting the list of available columns in the Select Columns to Display dialog box. Once the columns have been chosen, you may save the choices for your subsequent sessions by selecting Save Preferences from the Preferences menu; if not saved, the default columns will be displayed when you log in again. See Manage Preferences Menu for details on saving and restoring column selections.
The default product configuration displays the following columns:
• The Asset ID column contains the asset to which the attribute applies.
• The Attribute Name column contains a descriptive name given to the attribute.
• The Attribute Value column contains a value given to the attribute.
• The Add button displays the Asset Search dialog box, allowing you to search for an asset to associate with the attribute.
• The Edit button allows you to edit the currently selected attribute.
• Remove button removes the currently selected attribute from the Service Alert.
The Attribute Information pane is where the details for an attribute are entered and/or edited.
• The Asset ID field displays the alias of the asset to which the attribute applies.
• The Attribute ID field displays the system assigned internal id for the attribute.
• The Attribute Name field displays the descriptive name given to the attribute. This value can be modified be when in add/edit mode.
• The Attribute Value field displays the value given to the attribute. This value can be modified be when in add/edit mode.
• The Active check box allows you to enable/disable the attribute.
• The Save button saves the attribute information.
• The Cancel button cancels an add/edit attribute operation.
Adding Attributes
An attribute consists of a name and a value associated to an asset or customer. The attribute information can be displayed on notifications trigger by the associated asset.
1. Click the Attribute Manager tab on the Service Alert Administration Tool.
2. Click the Add button to bring up the Asset Search dialog box.
3. Enter into the Search Text field your search criteria.
4. Click the Search button. The search results are displayed in the table.
5. Select the desired asset from the table, and then click the OK button. The Asset Search dialog box disappears, and the Asset ID field is populated with the name of the selected asset.
6. Enter a descriptive name for the attribute into the Attribute Name field.
7. Enter a value for the attribute into the Attribute Value field.
8. Select/deselect the Active check box as desired.
9. Click the Save button to save the attribute.
Editing a Attribute
To edit an attribute, complete these steps:
1. Click the Attribute Manager tab on the Service Alert Administration Tool.
2. Click on one of the existing attributes in the Attributes table. The Edit button becomes enabled.
3. Click on the Edit button. The appropriate fields will become enabled.
4. Edit each field as desired.
5. Click Save to save the edited information, or click Cancel to avoid saving the edited information.
Removing a Attribute
To remove an attribute, complete these steps:
1. Click the Attribute Manager tab on the Service Alert Administration Tool.
2. Click on one of the existing attributes in the Attributes table. The Remove button becomes enabled.
3. Click the Remove button. The Remove Attribute dialog box opens.
4. Click Yes to remove the attribute or No to avoid removing the attribute.