Contact Management


The Contacts node is used to create and maintain Users and Groups within your SentryOne environment. Users and Groups are created for a couple of different reasons. They can be created for notification purposes within the SentryOne Alerting and Responses System. Once you configure a Send Email or Send Page action, any user or group that's been created becomes available for you to choose as a target.

The other reason for defining Users and Groups is the ability to assign rights to them. These rights are used to restrict the access of Users and Groups within the SentryOne client. For more information, see the SentryOne Client Security topic.

SentryOne Navigator Pane Contacts Node

Viewing Notifications by User or Group

From the Contacts node, it's possible to view all notifications assigned to a user or group. View all notifications assigned to a user or group on the Contacts node by completing the following steps:

1. Expand the Contacts node in the Navigator pane, and then expand the Users or Groups node.SentryOne Navigator Pane expand Contacts node

2. Select the desired user or group, and then open the Conditions pane to display any associated notifications. 

SentryOne Navigator Pane select a Group
SentryOne Conditions pane for selected Group

3. Use the list of notifications to disable or change any of the configured actions.SentryOne Conditions pane for selected Group list

Users

Expand the Users node in the Navigator pane to list any configured users.SentryOne Navigator pane Users node

Adding or Editing a User

Add a User by completing the following steps:

1. Right-click the Users node, and then select New to open the Add a User tab. SentryOne Navigator pane New user

2. Enter the applicable information for your User, and then select SentryOne Save toolbar button(Save toolbar button) to save the new user.SentryOne Add a User window select Save

Edit an existing user by completing the following steps:

1. Double click or right click an existing User to open the Edit User tab.SentryOne Navigator pane select User

2. Edit the applicable information for your user, and then select SentryOne Save toolbar button(Save toolbar button) to save your changes.SentryOne Edit User window select Save

Note:  For detailed information about the options available in the Add a User, and Edit User tabs, see the User Fields section below.

Deleting or Disabling a User

To delete a user, right-click the user, and then select Delete User from the context menu. Select Ok to confirm the deletion.

SentryOne Navigator pane Delete User
SentryOne Delete Contact prompt

To disable a user, right-click the user, and then select Disable User from the context menu. Disabled users are grayed-out in the Navigator pane and have Disabled next to their name.SentryOne Navigator pane Disable User

Note:  When you disable a user, they no longer receive notifications for any actions that they are the selected target of. If the disabled user is part of a group, that user no longer receives notifications when that group is notified. 

Enabling a User

To enable a user that has been disabled, right-click the user, and then select Enable User.

SentryOne Navigator pane Enable User

User Fields

When you create a new user or edit an existing user, the following fields are available.

SentryOne Add a User fieldAdd a User
SentryOne Edit User fieldEdit User
FieldDescription
First NameThe first name of the user. Required.
Last NameThe last name of the user.
Email AddressThe email address of the user. Required.
Pager AddressThe pager address of the user.
Email WindowThe Email Window for the selected user. When you assign an Email Window to a user or group, be sure to take note of the Email Window Behavior option.

Additional Information: For more information about Schedules, see the Schedules and Windows topic.

Email Window Behavior
OptionDescription
Perform actions that occur within the window
Only email actions that occur during the Window's active time frame are carried out. Email actions that are triggered outside of the active time frame are suppressed.
Don't Perform actions that occur within the window
Email actions that occur during the active time frame are filtered or suppressed. Only email actions that occur outside of the Window's active time frame are carried out.
Pager WindowThe Pager Window for the selected user. When you assign a Pager Window to a user or group, be sure to take note of the Pager Window Behavior option.  

Additional Information: For more information about Schedules, see the Schedules and Windows topic.

Pager Window Behavior
OptionDescription
Perform actions that occur within the window
Only pager actions that occur during the Window's active time frame are carried out. Email actions that are triggered outside of the active time frame are suppressed.
Don't Perform actions that occur within the window
Pager actions that occur during the active time frame are filtered or suppressed. Only pager actions that occur outside of the Window's active time frame are carried out.


LoginThe Windows or SQL Authentication account for the user. You can associate a SentryOne user with a Windows or SQL Authentication account and restrict access to specific Sites, Target Groups, or instances, effectively limiting what the logged-in user can see within the client.

Additional Information: For more information, see the SentryOne Client Security topic.
DescriptionDescriptive text or notes for the user.
GroupsThe Available area lists any group within your SentryOne enterprise. The Selected area lists those groups that the user belongs to.

Groups

Expand the Groups node in the Navigator pane to list any configured groups.SentryOne Navigator pane Groups node

Note:  In versions 2020.8.31 and later, a default group named Default Alerts is created during the onboarding process and the user added during the onboarding process is automatically added to this group. This is the default contact group for Send Email actions.

Adding or Editing a Group

Add a Group by completing the following steps:

1. Right-click the Groups node, and then select New to open the Add a Group tab. SentryOne Navigator pane New Group

2. Enter the applicable information for your Group, and then select SentryOne Save toolbar button(Save toolbar button) to save the new Group.SentryOne Add a Group select Save

Edit an existing Group by completing the following steps:

1. Double click or right click an existing Group to open the Edit Group tab.SentryOne Navigator pane select Group

2. Edit the applicable information for your Group, and then selectSentryOne Save toolbar button (Save toolbar button) to save your changes.SentryOne Edit Group select Save

Assigning User(s) to a Group

To assign users to the group, choose from the available users on the bottom-left side of the Properties view, and then select Add. Select Save SentryOne Save toolbar buttonin the top toolbar to save the group.

SentryOne Edit Group select Add
SentryOne Edit Group save user assignment

Deleting or Disabling a Group

To delete or disable a group, right-click the desired group, and then select Disable Group. Disabled groups are grayed-out in the Navigator pane and have Disabled next to their name.

SentryOne Navigator pane Disable Group

Note:  When you disable a group, that group no longer receives notifications for any actions that they are the selected target of. Disabled groups are grayed-out in the Navigator pane, and they are also listed as Disabled.

Enabling a Group

To enable a group that has been disabled, use the right-click context menu of the group, and select Enable Group.

SentryOne Navigator pane Enable Group

Group Fields

When you create a new group or edit an existing group, the following fields are available:

SentryOne Add a Group field
Add a Group

SentryOne Edit Group field
Edit Group
FieldDescription
Group NameThe name assigned to a group. Required. 
Alert WindowWhen you assign an Alert Window to a group be sure to take note of the Alert Window Behavior option.

Additional Information: For more information about Schedules, see the Schedules and Windows topic.

Alert Window Behavior
OptionDescription
Perform actions that occur within the window
Only email and pager actions that occur during the Window's active time frame are carried out. Actions that are triggered outside of the active time frame are suppressed.
Don't Perform action that occur within the window
Actions that occur during the active time frame are filtered or suppressed. Only email and pager actions that occur outside of the Window's active time frame are carried out.
LoginThe Windows active directory account for the group. You can associate a SentryOne group with a Windows active directory account and restrict access to specific sites, target groups, or instances, effectively limiting what the logged-in user can see within the client. For more information, see the SentryOne Client Security topic.
DescriptionDescriptive text or notes for the user.
UsersThe Available area lists users within your SentryOne enterprise. The Selected area lists any users that belong to the group.