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How to Subscribe (or Unsubscribe) to Alerts, Notifications and Reports

Alerts, Notifications and Reports within Xton Access Manager (XTAM) can be configured on either Records , Folders or System Events (System Administrators only). These notifications will alert the user to activity that has taken place against that object within a short period of time. This is useful if a record contains a sensitive file or can establish a session to a privileged computer and you need to be aware of its activities.

Alerts will appear in the Alerts box located along the top of XTAM as well as the Alerts section located in Management > My Alerts. If a Mail Server has been properly configured, then these alerts will also be delivered via email to the user.

Xton Access Manager Alerts Top Button

Reports will be delivered via email (to the address associated to the user’s account) in the format and time period requested.
 

To subscribe to an alert for a Record or Folder:

1

Login to XTAM as a user with permissions to the Record or Folder that you would like to subscribe to alerts.

2

Open the Record or Folder and click the Alert button located in the toolbar. For Folders, this button is located along the top toolbar and for Records it is located along the bottom.
Xton Access Manager Record and Folder Notification Button

3

Choose your Category, Level and optionally an Event Filter. Click Select to complete the subscription.

4

Click OK to confirm the subscription has been created.
 

To subscribe to an alert for System Events:

1

Login to XTAM as a System Administrator.

2

Navigate to Management > My Profile > Subscriptions.

3

Click the Subscribe button.

4

Choose your Category, Level and optionally an Event Filter. Click Select to complete the subscription.
Xton Access Manager System Events Subscription

5

Click OK to confirm the subscription has been created.
 

To subscribe to an email delivered report for a Record, Folder or the System:

1

Login to XTAM as a user with permissions to the Record or Folder log that you would like to subscribe. Users with the role System Administrator or Auditor can only subscribe to Global Reports.

2

Open the Object’s log or the Global report that you would like to subscribe to and click the Email button located in the toolbar. This button is located along the top toolbar near the Refresh button.
XTAM Report Subscriptions - Selection

3

Select your Period and Format and then click the Select button to complete the subscription.

  • Period: Choose between Daily, Weekly or Monthly.
    • Daily will be queued for generation once a day (12am XTAM server time) and the report will be filtered to the last day of events (based on the time the report is created)
    • Weekly will be queued for generation once a week (Sunday 12am XTAM server time) and the report will be filtered to the last week of events (based on the time the report is created)
    • Monthly will be queued for generation once a month (first of the month, 12am XTAM server time) and the report will be filtered to the last month of events (based on the time the report is created)
  • Format: Choose the format of the delivered report, either CSV or PDF.

XTAM Report Subscriptions - Options

4

Click OK to confirm the subscription has been created.
 
The first report will be queued for immediate delivery and each subsequent report will be delivered based on your selected Period.
 

To view all or unsubscribe any subscriptions:

1

Login to XTAM as any user with subscribed alerts.

2

Navigate to Management > My Profile > Subscriptions to see a complete list of all current subscriptions for the logged in user account.

3

Choose either Alerts or Reports from the Subscriptions dropdown menu.

4

Select one or more subscriptions by clicking the box next to their entry.

5

Click Unsubscribe to remove the selected subscriptions.
XTAM Subscriptions - Unsubscribe from Alerts
 

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