Manage Notification Policies in Observe

In the Observe application, Notification Policies allow you to configure how alert messages are delivered and who receives them. Using the available settings, you can define detailed delivery preferences for email or webhook notifications.

This article explains how to create, edit, and delete notification policies.

To access the Notification Policies page, select Notification Policies from the left-side menu. 

Hover over a notification policy to display its details in the right-hand panel.

To learn more about managing columns, refer to Customizing the Interface in Observe.

Add Notification Policy

To add a Notification Policy:

1. Click the Add Notification Policy button. The Notification Policy dialog will open.
   
2. Enter a Notification Policy Name (required).
3. Select a Type from the dropdown:
   • EmailProvider – to send notifications via email.
   • WebhookProvider – to send notifications to an HTTP endpoint.

EmailProvider Configuration

4. When EmailProvider is selected, the following fields are available:

   • From: Sender email address.
   • To (required): Provide recipient email addresses and press Enter to add each one.
   • CC: Add additional recipients and press Enter after each address.
   • Subject: Customize the subject line using variables like ${Summary}.
   • MIME Type: Format of the email (e.g., text/plain, text/html).
   • Message: Customize the body of the alert message using variables like ${Message}.

   Email Server Settings

   • Server Host: SMTP server address.
   • Server Port: Port number for the SMTP server.
   • Server User: SMTP username.
   • Server Password: SMTP password.
   • Use TLS: Enable this checkbox to secure email communication using TLS.

WebhookProvider Configuration

5. When WebhookProvider is selected, the following fields appear:
   
   • Request type: Choose the HTTP method (GET, POST, PUT, or DELETE).
   • Url (required): Enter the webhook endpoint that will receive the alert data.
   • Auth type: Select the type of authentication:
     • Basic – When selected, two fields appear:
       • User name: Enter the username required by the endpoint for authentication.
       • User password: Enter the corresponding password.
     • BearerToken – When selected, the following field appears:
       • Bearer token: Enter the bearer token used to authorize the request.
     • None – No authentication is required.
   • Body type: Choose how to format the request body:
     • Options: Text, JSON, XML, FormUrlEncoded, or NONE.
     • If NONE is selected, the Body Content field is not required.
   • Body Content: Provide the message payload that will be sent to the webhook endpoint. You can use placeholders (e.g., ${Message}, ${Summary}) to insert dynamic content into the payload.
   • Request Headers: Add custom headers to the webhook request:
     • Click the Add Header button to display Header and Value input fields.
       • Header: Enter the name of the HTTP header (e.g., Content-Type, Authorization).
       • Value: Enter the corresponding value for the header.
         Repeat this process to add multiple headers.
     • To remove a header, click the Remove Header button next to the corresponding entry.
6. Click Create to save and enable the notification policy.

Edit Notification Policy

1. Select the checkbox next to the desired notification policy.
2. From the Selected menu, choose Edit Notification Policy. The Notification Policy dialog opens.
3. Update the required fields as needed. Refer to the Add Notification Policy instructions above to make the necessary changes while editing the Notification Policy.

Delete Notification Policy

1. Select the checkbox next to the desired notification policy.
2. From the Selected menu, choose Delete Notification Policy.

3. In the Delete Notification Policy dialog, type DELETE (in all capital letters) in the provided field.
   Then click Yes, Delete to confirm, or No, Keep to cancel the action.