How Do I Set Up Alerts?

Complete these steps in the following order to be begin creating Real-time Alert notices:

  1. Complete the Optional Alerts Install:
    • On the server functioning as your network's web server,
      • The user logged on the server machine must be a member of the Local Administrators group, as well as an Administrator on the database server.
      • Verify that Microsoft .NET Framework of 4.5 Full or higher and Internet Information Services (IIS) 7.5 or higher are installed.
      • Confirm the location and access to the MIP Fund Accounting database server.
      • Using Auto Update download and extract the MIP Fund Accountinginstallation, select the Setup Alerts tab, and complete the Alerts Installation process. See the MIP Fund Accounting Installation Guide for complete instructions.

    If IIS Web Server is on a machine using a Windows 7, 8, or 8.1 Operating System, the system has a 10 concurrent connection limitation. This is a known Microsoft restriction when using Windows 7 or 8 as the Alerts Server. It is recommended that you use a separate server on your network as your IIS Web Server. Ideally, it could have an older server version operating system running, such as Windows Server 2008 R2. Note that, having a local machine with Windows 7 or 8, as a MIP Fund Accounting workstation, will not cause any problems.

    If the IIS Web Server is installed on the same computer along with the MIP Fund Accounting programs and database, you could experience connection limitations and possible performance delays when processing transactions and running reports.

  2. Review the Setting Up Your Organization checklist to ensure that the organization is set up properly.
  3. Perform the following steps with Administrative user rights,
    1. Ensure all of your users have email addresses and have been added to the organization using the Security>Maintain Users form.
    2. Ensure that the SMTP Email is set up and configured using the following steps:

      1. Enter the Set Up SMTP Connection information using the Organization>Organization Information>Email Setup tab. (To view examples of how to set up your SMTP connection, see Configuring SMTP.)

      2. Enter the From and To email addresses to test your connection is set up correctly.

      3. Click the Send Test Email button.

      4. Click Save.

    3. Create an Alert and assign users using the Organization>Set Up Alerts form. (To view examples of how to create an alert, see How Do I Create an Alert?)
    4. With Administrative user rights, open the Options>System Preferences form to enter a default From email address for Alerts, However, if the Use Custom Credentials check box is selected on the Organization>Organization Information>Email Setup tab; the User email address entered there must be the default From email address.

    Note: System Users have the ability to turn off the Real-time In-product notifications, by clearing the Connect to the Alert Server check box on the Options>User Preferences form. If not selected, the alerts will continue to collect in the Message Center and Real-time Email Alert Notices will be sent, but the number count on the Message Center will not reflect accurately.