Receiving email digests

Contents

Receiving email digests

Overview

Email digests provide you with a concise update on what happened during the past week. Receive individualized digests that cover your areas of responsibility, as regards the modules attributed to you in the Portal. Digests give you an overall summary of the status of your modules based on the metrics that interest you the most and on key figures of the defined services.

Setting up the reception of email digests

Before using email digests, make sure that the main administrator has properly configured email notifications in the Portal appliance via the Web Console, including:

  • The configuration of email notifications for alerts and digests in the Appliance (SMTP).
  • The configuration of the base address of the Portal for the links in the email digest.

By default, once the Portal is configured to send email digests, users receive weekly digests with information of all the modules of the types Basic or Service within their own Portal content (that is, personal modules or modules included in their roles). Therefore, if you have access to published modules and you want to get information about them in your email digests, you must make a copy of the modules to your local content first.

Users may configure their accounts to stop receiving email digests or specify the kinds of modules that they shall include (personal, role-based, or both):

  1. Log in to the Portal with your user account.
  2. Click the label that displays your user name (followed by a downwards arrow) in the top right corner of the main window.
  3. Select My account from the drop-down list.
  4. In the SETTINGS section of the My account dialog, set your preferences under WEEKLY EMAIL DIGEST.
  5. Tick the box Send me the digest for to receive emails digests for the modules selected in the drop-down list below:
    • Select all my modules, to get an email digest that includes information from all the modules that are part of your Portal content.
    • Select only modules in my roles, to get an email digest with information coming only from those modules which are attributed to you through your roles.
    • Select only modules in my personal content, to get an email digest with information coming only from those modules that you created yourself (or that you copied locally to your personal content).
  6. If there is more than one hierarchy defined in your Portal, select the hierarchy according to which the email digests must be computed from the list labelled and computed for the hierarchy.
  7. Click Save.

Optionally, it is also possible to brand the logo displayed in email digests.

Configuring the contents of email digests

For each module of type Basic within your Portal content (that is, for each module based on metrics), choose the metrics and scores that you want to include in the digest. In the case of service modules, the contents to be included in the digest are automatically generated out of the services overview and the number of reported issues.

By default, a module adds no content to the digest. Therefore, configure your modules based on metrics to add elements to your email digest. Since service modules do not allow such fine grained control, their configuration just lets you individually include them or exclude them from the email digest.

To configure the digest of a module based on metrics:

  1. Log in to the Portal with your user account.
  2. Browse any of the dashboards of a module based on metrics by selecting it from the navigation tool that is placed on the left-hand side of the top blue ribbon.
  3. Click the menu icon (three bars) on the right-hand side of the top blue ribbon.
  4. Select Configure email digest... from the drop-down list. A dialog to choose metrics from the current module shows up.
  5. Click one of the three entries with a plus sign to add a new metric to the digest.
    1. Select a metric from the list SELECT METRIC TO ADD. Note that you can only select metrics from the current module.
    2. Optional: Search the metric by name with the help of the search box on the top right of the list.
    3. Click the Add to include the selected metric in the email digest.
  6. Optional: Repeat the previous step to add more metrics to the digest from the same module. You can add up to three metrics from the same module in an email digest.
  7. Optional: Click Send me a preview by email to get a glance of how the email digest looks like with the added metrics.
  8. Optional: Click the cross icon to the right of an already filled entry to emtpy it and remove the metric from the digest.
  9. Click Done to finish the configuration of the digest.

To configure the digest of a module based on services:

  1. Log in to the Portal with your user account.
  2. Browse any of the dashboards of a service module by selecting it from the navigation tool that is placed on the left-hand side of the top blue ribbon.
  3. Click the menu icon (three bars) on the right-hand side of the top blue ribbon.
  4. Select Configure email digest... from the drop-down list. A dialog shows up.
  5. Tick Include this module in the email digest to summarize the contents of the module in the email digest.
  6. Optional: Click Send me a preview by email to get a glance of how the email digest looks like with the added service module.
  7. Click Done.

Interpreting email digests

The digest displays an emoticon followed by a message about the general status of the module during the past week. The facial expression of the emoticon reflects the status of the module, offering you instant insight into how well the module is doing. Below the emoticon and the general status message, find individual information about the services or metrics that make up the dashboards in the module.

Email digests have been designed to present essential information in a clear and appealing manner. The emoticons and messages in the digest are concise, easy to understand, and they get right to the point. They try to ensure that issues do not go unperceived by highlighting them in the first place.

Color codes also help you quickly identify where issues are detected. For figures in the digest on services, or on metrics for which you have defined thresholds, the digest displays them in color following the usual convention: green indicates good news, red is bad news, and yellow something in between (when available). Blue is used for those metrics whose variation is not necessarily good or bad; that is, those metrics for which you have not indicated whether growth is positive or negative in their definition.

Opening the Portal from an email digest

Each figure in the digest, be it from a Service module or from a Basic module, is clickable. When configured properly (see the section on setting up the reception of email digests above), clicking on a figure in the digest opens the Portal in the correct dashboard; that is, the dashboard that holds the metric or service associated to the selected figure.

If you click on a figure of the digest but you have not started a Portal session yet, the Portal will display the login page. After logging in, you will be redirected to the appropriate dashboard.