An alert threshold profile controls which alerts you get about your devices. You can customize it to track performance, hardware health, security, Exchange activity, custom events, and more. Threshold items can be preset, custom, or script-based, and can include auto-healing scripts.
Before you begin
- Managing threshold profiles (create, edit, delete, and assign) requires the Manage thresholds permission. Admins have it by default. Without it, profiles open as read-only and Clone is disabled.
- Assigning a profile from a device, a folder, or the Site page requires the Edit devices permission.
- Assigning a profile from a device, a folder, or the Customer page requires the Edit devices permission.
- A default threshold profile (set with Atera presets) is automatically assigned to all newly installed agents.
Manage a threshold profile
You can use one threshold profile for all your users, or set individualized profiles per site.
You can use one threshold profile for all your customers, or set individualized profiles per customer.
Note: The default profile:
- Cannot be deleted.
- Cannot have a site removed from it directly. To reassign a site, go to a different profile and assign the site there.
- Cannot have a customer removed from it directly. To reassign a customer, go to a different profile and assign the customer there.
- Does not allow editing its site scope.
- Does not allow editing its customer scope.
Create a threshold profile
To create a new threshold profile:
1. Go to Admin > Monitoring and automation > Thresholds.
The Threshold profiles page appears.
2. Click New profile.
The Create threshold profile window appears.
3. Enter a profile name. Then click Create.
Your new threshold profile is created and the threshold profile page appears.
We recommend starting with one of the suggested presets in the threshold items list: Personal computer, Mac, Laptop, Linux, or Server. You can adjust any item or add your own from there.
Important: Applying a preset replaces all existing threshold items in the profile.
4. When you're done adding and editing threshold items, click Save in the profile header.
Note: Threshold profiles must be assigned to take effect. For more info, see Assign a threshold profile to sites, folders, or agents
Note: Threshold profiles must be assigned to take effect. For more info, see Assign a threshold profile to customers, folders, or agents
Add a threshold item
Threshold items let you define what should be monitored and when alerts should be triggered. You can add preset items for common events, create custom ones for specific needs, or use script-based items for advanced monitoring.
To add a new threshold item:
1. In the top-right of the Threshold Items section, click New item.
The Threshold item window appears.
2. Click the Preset, Custom, or Script-based tab.
- Preset: Select the event and severity.
- Custom: Enter a name (optional), choose the category and severity, add any additional inputs, and attach auto-healing scripts if needed. Most custom items allow up to 3 scripts. These items allow only 1 script: Events Applications, Events Security, Events Setup, Events System, Events By Source, Service State, and Process Monitoring.
- Script-based: Enter the alert title, select a monitoring script, choose the alert severity, threshold value type (number or text), operator, value, time period, and attach up to 3 auto-healing scripts if needed.
Note:
- The Preset tab lets you add alerts for common events, such as software installation, uninstallation, or failed login attempts.
- Some software programs don't generate any records when installed or uninstalled under Windows logs > Application (where Atera monitors these events). No alerts are raised for those applications.
- Scripts with variables can't be selected as auto-healing scripts.
3. Click Add.
4. Click Save in the profile header to update the profile.
For more information, see:
Edit a threshold item
1. Hover over the threshold item and click the Edit icon that appears.
The Threshold item window appears, showing only the item's own tab.
2. Edit it as needed. Then click Save.
Note: You can't edit the category or alert severity of an existing threshold item. To change them, create a new item.
3. Click Save in the profile header to update the profile.
Edit a profile name
To edit a threshold profile name:
1. Open the profile.
2. In the Settings panel, edit the Name field.
3. Click Save in the profile header.
Activate or deactivate a threshold profile
1. Open the profile.
2. In the Settings panel, turn Activate profile on or off.
3. Click Save in the profile header.
The Threshold profiles list shows the status in the Active column. Inactive profiles show Inactive on the profile page and in the assignment lists.
Clone a threshold profile
Cloning a threshold profile is a quick way to reuse an existing setup without recreating each item from scratch. All threshold items are copied, except profile assignments. Assign the cloned profile as needed.
To clone a threshold profile:
1. Open the profile.
2. In the profile header, click Clone.
The Save profile as window appears. The name is pre-filled as "[profile_name]-clone".
3. Change the name if needed. Then click Apply.
You are redirected to the cloned profile to make any changes and assignments.
Note: Cloning requires the Manage thresholds permission.
Assign a threshold profile
You can assign a threshold profile at the site, folder, or device level. By default, every newly installed device gets the default threshold profile, but you can assign any other profile you've created instead.
You can assign a threshold profile at the customer, folder, or device level. By default, every newly installed device gets the default threshold profile, but you can assign any other profile you've created instead.
To assign a profile from the Threshold profiles page:
1. Do one of the following:
- In the profile's row, open the menu and click Assign profile.
- Open the profile and go to Settings > Assignment > Manage assignment.
The Profile assignment for '[profile name]' window appears, with the Sites, Folders, Agents, and Groups tabs.
The Profile assignment for '[profile name]' window appears, with the Customers, Folders, Agents, and Groups tabs.
For all assignment options, see Assign a threshold profile to sites, folders, or agents
For all assignment options, see Assign a threshold profile to customers, folders, or agents
Delete a threshold profile
To delete a threshold profile:
1. Go to Admin > Monitoring and automation > Thresholds.
2. Do one of the following:
- In the profile's row, open the menu and click Delete profile.
- Open the profile, click …, and click Delete.
3. Confirm.
Note: The default profile cannot be deleted.
Customize alert settings
You can customize your alert settings, including the email addresses that receive alerts, automatic ticket creation from alerts, and sound alerts for new alerts. For more info, see:
