Notification Service – Setup and Operations (Pro+)


Table of Contents

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Overview


The AMI Notification Service provides a means for notifying alert recipients when user-designated alerts are triggered.

When an alert is activated, the Notification Service sends an email or text message to notify the assigned recipient(s). Alert recipients are assigned to Notification Groups, which forms a hierarchical organizational structure that tailors Notification Service alerts to the needs of the facility.

The Notification Service works together with the Card Access, Revenue Management, Count Monitor and Report Generator modules to provide a wide range of related notifications and alert options. In addition, it provides notifications and alerts for General (activation service) alerts and LPN exception alerts.

Note:

Refer to the documentation for the Pro+ Parcs modules listed above available on Amano Knowledge Portal (AKP) for further details Pro+ Parcs system and module operation.

Notification Service – Home Page.

Installation


Note:

The iParc Pro + Greece 11 release is supported on Windows Server 2019 with Microsoft SQL 2019. If you are running Windows Server 2016, you can install the new Greece 11 software system or system updates. However, to avoid difficulties when the earlier versions expire, if you are running Windows Server 2012 R2 with Microsoft SQL 2012, you should run new installs of Windows Server 2019 with Microsoft SQL 2019 followed by the iParc Pro+ PARCS software installation, as detailed in this document.

The Notification Service is installed when the OPUSite Installer is run.

1. If the OPUSite Installer has not been run, insert the Pro+ Parcs Software CD into the system drive. The installer splash screen is displayed with three install options.

2. Click the first install option: 1. Install OPUSite.

3. Follow the on-screen instructions to install OPUSite.

Important!

If the system requests you to stop running the script, select No. Choosing Yes can interfere with Notification Service functions.

Note:

The OPUSite Installer includes the RS485 Adapter service install. If the RS485 Adapter service is already installed, cancel the RS485 Adapter install when prompted to proceed. If the RS485 service is not yet installed, continue the installation.

4. After OPUSite is installed, click Exit on the splash screen and select OK to reboot the computer. Create a Certificate to access the Notification Service web page after the computer reboots, as described in the following section.

OPUSite Software Installation – Setup Screen.

Certificates

To Create a Certificate

Note:

To view the OPUSCharge web page, a Certificate is required. The following directions apply only to facilities that do not have an OPUS device or an AMG-6700 installed.

1. Click the Windows Start  icon and select Administrative Tools. The Administrative Tools menu contains all programs associated with administrative use of Windows® Server 2016 or 2012R2 software.

2. Double-click Internet Information Services (IIS) Manager.

3. Click the computer name listed in the Connections navigation screen.

4. Double-click Server Certificates in the IIS section of the main window. Server certificates previously created are shown, along with the following criteria:

  • Name
  • Computer issued to
  • Computer issued by
  • Expiration date
  • Certificate hash
  • Certificate store

5. In the Actions menu, click Create Self-Signed Certificate.

6. Specify a name for the Certificate. Leave the default certificate save location as Personal store.

7. Click OK. The new self-signed certificate appears in the Server Certificates window.

AMI Tip!

For future reference, record the expiration date of the Certificate.

Notification Service – Server Certificates Location.

To Bind a Certificate

A self-signed Certificate needs to be bound to binding type 'https' so the server can reach the OPUSite webpage securely.

1. After you create the Certificate, expand the computer name in the Connections navigation screen.

2. Expand the Sites connection so Default Web Site appears.

3. Click Default Web Site.

4. In the Actions screen, click Bindings… The Site Bindings screen is displayed.

5. Click Add… and change the Type to https.

6. Leave the default values for IP Address, Port, and Host Name.

7. Click the SSL Certificate drop-list and select the Certificate you created.

8. Click OK.

9. Click Close in the Site Bindings window. The Certificate is now bound to https.

Notification Service – Site Bindings Screen.

Operation


To Launch the Notification Service

1. Open an up-to-date web browser and in the address bar, type https://<computername>/OPUSite/Notification/Account/Login, where <computername> is the name of the OPUSite Server.

AMI Tip!

It is also possible to launch the Notification Service by typing in the IP Address 127.0.0.1, rather than providing the <computername>. Be aware that using the loopback IP Address can cause the Notification Service to display pages incorrectly.

2. Once the Notification web-page has loaded, you are prompted to log in. Type in the username and password that you use for the Pro+ Parcs software (e.g., Card Access, Revenue Management, Count Monitor and Report Generator modules).

3. Click Login. The Notification Service home page is displayed.

Notification Service – Login screen.

SMTP Settings


The SMTP Settings menu contains settings used to configure the Notification Service to communicate with the SMTP Server.

1. Click on the SMTP Settings tab on the main menu bar. The SMTP Settings screen is displayed.

2. Use the following descriptions to tailor each configurable field for the facility:

  • From Email Address – email address for sending the alerts. This address can be similar to noreply@companyname.com or alerts@companyname.net.
  • Email Server IP or Name – IP Address or server name of the SMTP Server.
  • SMTP Port – the port the SMTP Server uses to send/receive messages.

Important!

Verify that no firewalls are blocking the SMTP port.

  • Use Secure Sockets Layer (SSL) – check the checkbox if SSL is used on the SMTP Server.
  • Login Required – check the Login Required checkbox if a user name and password are required to login to the SMTP Server.
  • SMTP User Name – user name for the SMTP Server (only required if the Login Required checkbox is selected).
  • New SMTP User Password – password used on the SMTP Server (only required if the Login Required checkbox is checked).
  • To Address to test connection – temporary field used to test the SMTP settings.
  • Email Alert Time Interval – the interval in minutes between email alerts.
  • Maximum Daily Alert Limit Per Day – the maximum number of email alerts that will be sent per day.

5. To test the SMTP settings, enter the configuration information into the fields and click Save.

6. Once the SMTP settings have been saved, enter a valid test email into the To Address to test connection: field and click Test Connection. A successful test sends a confirmation email with the message, 'Test Message from Notification.' The Notification Service also displays a result message.

AMI Tip!

If the confirmation email message fails to send, check the SMTP settings in the Notification Service. Additionally, verify that the SMTP Server settings are correct.

Notification Service – SMTP Settings screen.

Notification Group Setup


Notification Groups contain alert recipients who receive emails and text messages based on criteria set by the Site Administrator.

1. To add a Notification Group, launch the Notification Service. The User Groups configuration screen appears by default with any current Notification Groups listed. Use the navigation panel  if the listed groups extend beyond the page.

2. Add a Notification Group by clicking . The Add Group screen is displayed with text fields to enter a Group Description (name), Contact Email (administrative email address) and Contact Phone number.

3. Enter the appropriate information and click Save when you are finished. Note: A phone number is not required.

4. The new Notification Group appears in the User Groups configuration screen.

5. To change any of the previously entered Notification Group information, click the  button. The Edit Group screen is displayed.

6. Enter the appropriate information and click Update when complete.

  Notification Service – User Groups Configuration Screen.

Notification Service – Add Group screen.

Notification Service – Edit Group screen.

Notification Recipients Setup


After a Notification Group is created, alert recipients may be assigned to the group. Notification Groups and their assigned recipients form a hierarchical organizational structure that tailors the Notification Service to the facility requirements.

Assign recipients to a Notification Group by clicking Recipients for the desired group. A list of assigned group recipients appears. To remove group recipients, click for each recipient you want to delete. You can also edit recipient information by clicking .

To add a recipient:

1. Click . The Add Recipient screen appears.

2. Add the first and last name of the new recipient, along with the email address the Notification Service will use to send alerts.

3. Enter a phone number if the Notification Service will send text messages to the recipient.

4. Select the group(s) checkboxes the recipient is assigned to. In the example shown, the recipient is part of the Amicus01 group.

5. Check the Send Emails checkbox if the recipient is to receive email messages for the group alerts.

6. Check the Send Text Messages checkbox if the recipient is to receive text messages for the group alerts.

7. Click Save when finished. The new user appears in the group recipients list.

Notification Service – Edit Group screen.

Notification Service – Add Recipient screen.

Alerts


Notification Groups receive alerts selected by the Site Administrator. Any recipients in the Notification Group will receive an email or text message when an alert is generated.

To create/edit an alert:

1. Launch the Notification Service.

2. Click Alerts next to the User Group you want to edit. The Alerts of Group details panel is displayed above the available alerts. Each related Pro+ PARCS module that generates alerts is shown in the navigation panel, along with General and LPN alerts.

Card Access Alerts

1. Click the Cardacc panel option to add or remove alerts for Card Access module alerts and other alerts shown in the figure below:

2. Check the Cardacc Alerts checkbox to receive all alerts generated by Card Access.

3. Or, uncheck the Cardacc Alerts checkbox to receive selected alerts generated by Card Access:

Good To Know!

Alerts shown with an (*) indicate future implementation or removal (post Greece 11).

  • Reader Not Responding – sends a message when a credit card reader is not responding.
  • Card ImportReader Not Responding – sends a message when a card import reader is not responding.
  • Hard Anti-Passback Violation – sends a message when a hard anti-passback violation occurs.
  • Soft Nesting Violation – sends a message when a soft nesting violation occurs.
  • Hard Nesting Violation – sends a message when a hard nesting violation occurs.
  • Credit Card Blacklist – sends a message when a credit card is included in the Blacklist.
  • Credit Card Alarm – sends a message when a credit card is stuck in a reader.
  • Invalid Credit Card – sends a message when a credit card is invalid.
  • Device Offline – sends a message when a device goes offline.
  • Device Back Online – sends a message when a device goes back online.

4. Check the checkboxes corresponding to the selected alerts you want to receive.

5. Click Save to save your choices.

Notification Service – Group Alerts Configuration screen.

Revenue Alerts

1. Click the Revenue panel option to choose the Revenue Management module alerts.

2. Click the expansion icon > corresponding to the list of device alerts you want to configure. The selected device list will expand as shown in the figure right.

3. Check the checkboxes corresponding to the alerts you want to receive.

4. Check the checkboxes corresponding to other, non-device alerts you want to receive, as shown in the figure below.

  • Transaction Cancel – sends a message when a transaction is cancelled at any of the devices.
  • Transaction Void – sends a message when a transaction is voided.
  • Transaction Lost – sends a message when a lost ticket is requested.
  • Backout with Ticket – sends a message when a patron backs out with their ticket.
  • Backout without Ticket – sends a message when a patron backs out without their ticket.
  • Device Offline – sends a message when communication is lost with a device.
  • Device Online – sends a message when communication is re-established with a device.
  • Gate Failure – sends a message when a gate is stuck in the open position.

5. Click Save to save your choices.

OPUSClient UI – Revenue Alert Options.

Counts Alerts

1. Click the Counts panel option to choose the Count Monitor module alerts, as shown in the figure right.

  • Module Alarm – sends a message when the Count Monitor module is active longer than the specified time (refer to the Count Monitor Module on the AKP for details).
  • Data Snapshot – sends a message when the data snapshot is available.
  • Module Alarm Off – sends a message when a module alarm is turned off.
  • Board Offline – sends a message when board communication is lost.
  • Board Offline – sends a message when board communication is restored.

2. Check the checkboxes corresponding to the alerts you want to receive.

3. Click Save to save your choices.

OPUSClient UI – Counts Alert Options.

Reports Alerts

1. Click the Reports panel option to choose the Report module alerts, as shown in the figure right.

2. Check the checkboxes corresponding to the alerts you want to receive.

3. Click Save to save your choices.

OPUSClient UI – Reports Alert Options.

General Alerts

1. Click the General panel option to choose General alerts, as shown in the figure right.

2. Click the Activation Service Alerts checkbox to receive all activation service alerts.

3. Click Save to save your choices.

OPUSClient UI – General Alert Options.

Card Import Alerts

1. Click the Card Import panel option to choose Card Import alerts, as shown in the figure right.

2. Click the Card Import checkbox to receive all card Import service alerts.

3. Click Save to save your choices.

OPUSClient UI – Card Import Alert Options.

LPN Alerts

Important!

When an LPN is included on an Exception List (or Blacklist) and the LPN is read in a lane, an exception should be generated based on the configuration of the Exception List where the LPN is recorded. This exception should trigger an email notification.

1. Click the LPN panel option to add or remove the LPN list exception alerts shown in the figure right.

  • List Exception (Hard) – sends a message when an LPN included on an Exception List is read in a lane and the patron is prevented from entering the facility.
  • List Exception (Soft) – sends a message when an LPN included on an Exception List is read in a lane and the patron is still allowed to enter the facility.

2. Check the checkboxes corresponding to the alerts you want to receive.

3. Click Save to save your choices.

OPUSClient UI – LPN Alert Options.

To Add Report Alerts

You add report alert options using the Pro+ OPUSClient UI web client. Saved reports need to be assigned to a Saved Report Group to appear in the Notification Alerts screen.

To create a new report:

1. Launch the Pro+ OPUSClient UI web client: https://<computername>/OPUSClient.

2. Login to Pro+ OPUSClient UI.

3. Hover the mouse over the Reports tab on the main menu bar.

4. Select the type of report you want to create.

5. Enter the appropriate information into each of the Reports sub-menu tabs (e.g., Dates, Options, Settings, etc.).

6. After all information is entered, click the |Saved Reports| sub-menu tab.

7. Enter the appropriate information into the Create a Saved Report section.

8. Click the Select a report group drop-list and select the report group option.

9. Once all information is entered, click Create Report.

Note:

Refer to the Pro+ Operator's Manual for additional information on creating saved reports in the Pro+ OPUSClient UI web client.

10. Launch the Notification Service.

11. Navigate to the Alerts of Group screen for the desired Notification Group.

12. Click the Reports panel option. The Saved Report Group is shown.

13. Select the checkbox for the Notification Group to which to assign the alert. Once the checkbox is selected, the Email Schedule window is displayed.

14. In the Timing section, enter the time the email should be sent in the Start field.

15. In the Recurrence Pattern section, select the frequency of the alert. The report may be sent Daily, Weekly, Monthly, or Yearly. The sub-menu changes depending on which option is selected.

16. The Range of Recurrence section is used to configure the date range that the alert is active. Select No End Date for unrestricted action.

17. The End After: NN occurrences field determines how many times the alert transmits before stopping.

18. Once all information is entered, click OK.

AMI Tip!

Edit the email schedule at a later time by clicking the clock  icon beside the report group name.

OPUSClient UI – Saved Reports Sub-menu Tab.

Notification Service – Reports Email Schedule Screen.

Summary


The Summary tab provides a summary overview of a Notification Group, its assigned recipients, and all posted alerts.

1. To view a Notification Group summary, launch the Notifications Service. The User Groups configuration screen appears by default with any current Notification Groups listed. Use the navigation panel  if the listed Notification Groups extend beyond the page.

2. Click for the desired Notification Group. The group information appears at the top of the screen, followed by group recipients and a list of alerts associated with the group.

Notification Service – Group Summary Screen.