Configuring Email Notifications

Now reading version 1.0. For the latest, read: Configuring Email Notifications for version 5.0
Applies to version: 1.0

This documentation page references Altium Concord Pro, which has been discontinued. All your PCB design, data management and collaboration needs can now be delivered by Altium Designer and a connected Altium 365 Workspace. Check out the FAQs page for more information.

 

Altium Concord Pro can be configured to generate and send email notifications - flagging a variety of events to key stakeholders. This feature works in addition to the event notifications presented to relevant users on the Stream page of Concord Pro's browser-based interface.

Enabling & Configuring the Feature

The feature to send notification emails from your Altium Concord Pro installation is enabled and configured on the Email Notifications page (Admin - Settings - Email Notifications) of Concord Pro's browser interface. This page is an element of the interface that can only be accessed by Administrative users of Concord Pro - those who are part of the Administrators role.

Altium Concord Pro supports mail notifications using SMTP (Simple Mail Transfer Protocol) only, since the majority of email systems that send mail over the internet use this protocol.

The Email Notifications page of the Admin - Settings area provides the interface for enabling and configuring Altium Concord Pro's email notifications functionality.The Email Notifications page of the Admin - Settings area provides the interface for enabling and configuring Altium Concord Pro's email notifications functionality.

By default, the email notifications feature is disabled. Enable the Send Mail Enabled option to turn it on.

Configure the fields of the page (detailed below) to set up the feature for your organization:

  • Email From - the email account from which the emails will originate, appearing in the From field of an email (for example mycompanynotifications@gmail.com, for sending notifications through Gmail).
  • Smtp User Name - this is the full originating email address, from which the notification emails are sent (for example mycompanynotifications@gmail.com, for sending notifications through Gmail).
  • Smtp User Password - this is the password portion of the email access credentials.
  • Smtp Host - the SMTP server address (for example smtp.gmail.com when sending mail through Gmail).
  • Smtp Port - the SMTP port (typically 25, or 587 when sending mail through Gmail).
  • Smtp SSL Enabled - used to enable SMTP communications. Check the box if your SMTP server uses TLS/SSL.
  • Interval to check notification (ms) - the periodic checking interval for standard notifications (in the Stream), specified in milliseconds. By default this is set to 20000ms.
It is recommended to set this interval to a value greater than 10000.
  • Send email notifications interval (ms) - the periodic checking interval for mail, specified in milliseconds. By default this is set to 35000ms.
It is recommended to set this interval to a value greater than 30000.

Example email configuration, when using SMTP to send email notifications from a defined Gmail account.Example email configuration, when using SMTP to send email notifications from a defined Gmail account.

Once enabled and configured as required, click the  button to test sending of emails from the nominated account. The Check Email Settings dialog will appear, use this to enter a target email address and click . The dialog will show progress of Checking... and, if the sending account has been configured correctly, the final message of Sent Successful.

In case there are issues with using a Google account, try allowing access to less secure applications. For example, with this setting OFF, you may encounter the following issue when running the email test check: The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required.

Checking the email notifications setup, by sending a test email to a target account. Hover over the image to see the successful result of the check.Checking the email notifications setup, by sending a test email to a target account. Hover over the image to see the successful result of the check.

And of course, checking the target email will yield a Notifications Service Test Email, from the sending email account.

Test email from Altium Concord Pro's notifications service, as received by the target email supplied for the check.Test email from Altium Concord Pro's notifications service, as received by the target email supplied for the check.

With the notifications email configured and tested successfully, be sure to click the  button at the top-right of the page.

Supported Notifications

A number of email notification events are supported by this feature:

Events Related to a Managed Project

Related Page: Managed Projects

Notifications include:

  • Project Commit - notification when a project has been commited to Altium Concord Pro.
  • Project Update - notification when the properties of a project have changed in some way (the project's Name and/or Description).
  • Project Release - notification when a project has been released to Altium Concord Pro.
  • Project Revision State Change - notification when there is a change in the lifecycle state for a project.
  • Project Delete - notification when a project has been deleted.
Click on the hyperlink text in the main summary area of a mail to open the detailed page for the managed project, on the Projects page of Concord Pro's browser interface. Additional links are often provided in an email to view the project or revision through Concord Pro's browser interface (Web link), or in an instance of Altium Designer (X2 link).
A notification email is sent to all users who are currently collaborators for the project AND who are actively watching that project. For more detail, see the section Watching a Managed Project.

Events Related to a Managed Component

Related Page: Working with Managed Components

Notifications include:

  • Component Create - notification when a new component has been created in Altium Concord Pro.
  • Component Release - notification when a new revision of a component has been released to Altium Concord Pro.
  • Component Revision State Change - notification when there is a change in the lifecycle state for a component.
  • Component Delete - notification when a component has been deleted.
Click on the hyperlink text in the main summary area of a mail to open the detailed page for the component, on the Explorer page of Concord Pro's browser interface. Additional links are often provided in an email to view the component or revision through Concord Pro's browser interface (Web link), or through the Explorer panel in Altium Designer (X2 link).
A notification email is sent to all users who are actively following the parent folder in which the component resides. For more detail, see the section Following a Component Folder.

Events Related to Part Requests

Related page: Part Requests

Notifications include:

  • Part Request Created -  notification when a new part request has been submitted.
  • Part Request Complete - notification when a part request has been completed (either the part has successfully been created, or the request has been ultimately rejected).
Click on the hyperlink text in the main summary area of a mail to open the detailed page for the Part Request, on the Part Requests page of Concord Pro's browser interface. An additional link is provided in an email to view the request through Concord Pro's browser interface (Web link).
Only the original requestor will receive these notifications.

Watching a Managed Project

Related page: Managed Projects

To receive email notifications with respect to a managed project, you need to not only be a collaborator on that project, but also be 'subscribed' to that project. This is done by watching that managed project. Watching managed projects is performed only through Concord Pro's browser interface. To do so:

  1. Browse to the required managed project within Concord Pro, from the Projects page of the interface.
  2. Click the Open control () associated with the project - or click on its name - to access the detailed Project view.
  3. Click the  control at the top-right of the page, then choose the Watch entry in the associated menu that appears.

Accessing the control to Watch a managed project, from the detailed view for that project.Accessing the control to Watch a managed project, from the detailed view for that project.

You will receive applicable notifications related to the project on the project's Stream tab, as well as the main Home and Stream pages of the browser interface, and also through the email notifications system (if enabled).

To stop watching a managed project, click the  control at the top-right of the page, then choose the UnWatch entry in the associated menu that appears.

Click UnWatch to essentially unsubscribe to getting notifications (including email notifications) for a Managed Project.Click UnWatch to essentially unsubscribe to getting notifications (including email notifications) for a Managed Project.

No further notifications relating to that particular project will be received on the project's Stream tab, nor the main Home and Stream pages of the browser interface. You will also no longer receive applicable notifications for that project through the email notifications system (if enabled).

Following a Component Folder

Related Page: Working with Managed Components

To receive email notifications with respect to a component, you need to be 'subscribed' to the parent folder in which that component resides. This is done by following that component folder. Following component folders is performed only through Concord Pro's browser interface. To do so:

  1. Browse to the required component folder within Concord Pro, from the Explorer page of the interface.
  2. Right-click on the folder entry and choose the Follow command from the context menu.

Accessing the control to Follow a component folder, and therefore all activity for components created therein.Accessing the control to Follow a component folder, and therefore all activity for components created therein.

You will receive applicable notifications related to any component activity in that folder, on the main Home and Stream pages of the browser interface, and also through the email notifications system (if enabled).

To stop following a component folder, right-click on the folder entry and choose the UnFollow command from the context menu.

Click UnFollow to essentially unsubscribe to getting notifications (including email notifications) for component activity within the parent component folder.Click UnFollow to essentially unsubscribe to getting notifications (including email notifications) for component activity within the parent component folder.

No further notifications relating to component activity within that folder will be received on the main Home and Stream pages of the browser interface. You will also no longer receive applicable notifications through the email notifications system (if enabled).

 

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