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Recommendation digest

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Learn how to create a recommendation digest for your Advisor recommendations.

Configure your recommendation digest

A recommendation digest provides an easy and proactive way to configure notifications that summarize a list of your active recommendations across multiple categories. Use one or more action groups to choose your desired channel for notifications like email, SMS, or others. To configure your recommendation digest, complete the following parameters.

Parameter Detail
Frequency Frequency for the summary notification is weekly, bi-weekly, or monthly.
Recommendation Category The recommendation categories include cost, operational excellence, performance, reliability, and security.
Language Language for the digest.
Action Groups Select either an existing action group or create a new action group.
To learn more about action groups, see Action groups.
Recommendation digest name Use a user-friendly string to manage the digest.

Create a recommendation digest

To create a recommendation digest, complete the following actions.

  1. In Advisor, select Monitoring > Recommendation digests.

  2. On Advisor | Recommendation digests, select Create recommendation digest.

    Screenshot of New recommendation digest.

  3. On Add an Advisor recommendation digest > Scope, in the drop-down menu next to Subscription, select the subscription for your digest.

    Screenshot of Scope input on Add an Advisor recommendation digest.

  4. On Add an Advisor recommendation digest > Condition.

    1. In the drop-down menu next to Frequency, select how often you receive the notification for your digest.

    2. In the drop-down menu next to Recommendation Category, select the category of your digest.

    3. In the drop-down menu next to Language, select the language of your digest.

    Screenshot of Condition inputs on Add an Advisor recommendation digest.

  5. On Add an Advisor recommendation digest > Action Groups, select an existing Action Group Name or create a new action group for your digest.

    To learn more about action groups, see Action groups.

    Screenshot of Action Groups inputs on Add an Advisor recommendation digest.

  6. On Add an Advisor recommendation digest > Digest Details.

    1. In the text box next to Recommendation digest name, enter the name of your digest.

    2. Next to Enable recommendation digest, toggle the switch to enable your digest.

    Screenshot of Digest Details inputs on Add an Advisor recommendation digest.

  7. Select Create recommendation digest.

Manage digest

Your organization configures the recommendation digests. You must have access to the digest action group to modify the properties. The Subscription administrator manages your access.

To manage a digest after you create it, complete the actions in the following sections.

Update digest

To edit your digest, complete the following actions.

  1. On Advisor | Recommendation digests, in the column under the Digest name heading, select the text.

  2. On Edit Advisor recommendation digest > Condition.

    • In the drop-down menu next to Frequency, select how often you receive the notification for your digest.

    • In the drop-down menu next to Recommendation Category, select the category of your digest.

    • In the drop-down menu next to Language, select the language of your digest.

  3. On Edit Advisor recommendation digest > Action Groups.

    1. Remove an existing Action Group Name.

    2. Select an existing Action Group Name or create a new action group for your digest.

      To learn more, see Action groups.

  4. On Edit Advisor recommendation digest > Digest Details, next to Enable recommendation digest, toggle the switch.

    • Toggle the switch to set your digest to Enable or Disable.

  5. On Edit Advisor recommendation digest, select Save Changes.

Set digest to Enable or Disable

To set your digest to Enable or Disable, complete the following actions.

  1. On Advisor | Recommendation digests.

    1. Select the checkbox next to name of the digest.

    2. Change the activation state of the digest.

      • To set a digest to Disable, select Disable.

      • To set a digest to Enable, select Enable.

        A digest set to Enable restarts notification using email.

Delete digest

After you delete a digest, restoration isn't an option and you must recreate the digest.

Important

Unlike Disable that is reversible; Delete is permanent.

To delete your digest, complete the following actions.

  1. On Advisor | Recommendation digests

    1. Next to the name of the digest, select the checkbox.

    2. Select Delete.

  2. Confirm deletion when prompted.

Unsubscribe from digest

To unsubscribe from a digest using the action group, complete the following actions.

  1. In Monitor, select Alerts.

  2. On Monitor | Alerts, select Action groups.

  3. On Alert rules.

    1. In the Search textbox, enter the name of the action group.

      1. To locate the value of the Action group name, complete the following actions.

        1. On Advisor | Recommendation digests, in the column under the Digest name heading, select the text.

        2. On Edit Advisor recommendation digest > Action Groups, under the ACTION GROUP NAME heading, copy the value.

    2. In the column under the Name heading, select the text.

  4. On Alert rules > the name of alert rule, select Edit.

  5. On edit the alert rule > Actions, in the column under the Action group name heading, select the text.

  6. On edit the action group > Notifications.

    1. In drop-down menu under the Notification type heading, select the notification type.

    2. Select Save changes.

For more information about Advisor recommendations, see the following articles.

For more information about action groups, see the following article.