Alerts

Valid for Datafari from v6.0

Rather than actively searching for documents using queries, alerts allow you to receive information about documents via email. Once you define a query and a frequency, you regularly receive information about new and modified documents that refer to your query. For instance, the screenshot below illustrates an email alert on the keyword Nice.

Each document is composed of three pieces of information : the document title, where to find it, and when it has been created or modified.

Connected Search user: managing your alerts

In order to create an alert, you need to be connected with a connected search user role.

In the search results page, click on the Search Tools menu on the upper right of the screen and in the Manage Alerts item.

You can see and manage the alerts you have already created.

You can either Modify an alert or delete it. When editing, you will have access to the following modifications:

If you want to create a new alert, first, launch a search query of interest, the one you want to use as an alert, facets included. Then in the same Search Tools menu, click on the Save Query as Alert entry.

You then have access to the UI that allows you to create Alerts by filling the fields, and choosing a frequency.

The form asks for the following information:

Alert Name is the identifier of this alert.
Keep facets will also take the facets into account when launching automatically the query (if the box is checked)
Email address is the recipient's email address,
Frequency is the frequency for triggering your search query and sending the corresponding emails.

Note that the alert results are related to the currently connected user. Only the search admin role and the search expert role can see all the existing alerts for all the users.

Valid for Datafari up to v5.5

Rather than actively searching for documents using queries, alerts allow you to receive information about documents via email. Once you define a query and a frequency, you regularly receive information about new and modified documents that refer to your query. For instance, the screenshot below illustrates an email alert on the keyword Nice.

Each document is composed of three pieces of information : the document title, where to find it, and when it has been created or modified.

Connected Search user: managing your alerts

In order to create an alert, you need to be connected with a connected search user role.

In the search results page, click on the Parameters link on the upper right of the screen.

Once in the paramets page, click on the Alerts link on the left.

You can then see the management page for alerts. On the left, you see a table listing the existing alerts. You can either Modify the Send frequency or simply Delete an alert directly from the table.

If you want to create a new alert, click on the Create alert button.

You then have access to the UI that allows you to create Alerts by filling the fields, and choosing a frequency.

The form asks for the following information:

Keyword is the word that will be used by the Solr request,
Subject is the subject of the email,
Mail is the recipient's email address,
Frequency is the frequency for triggering your search query and sending the corresponding emails.

Note that the alert results are related to the currently connected user. Only the search admin role and the search expert role can see all the existing alerts for all the users.

Alerts on plain text (eg .txt) files

If you are using the local filesystem connector (which is NOT recommended in production environment for security reasons), the alerts cannot be used on plain text files, as Tika cannot extract any metadata like the modification date from them.