Notification Chains

How to use and create Notification Chains within OneSite Patch.

Get Started with Notification Chains

Notification Chains are part of Advanced Strategies. If using a simple Strategy, you can designate roles to notify, communication providers, and the notification message within each Success Gate that you create.

Notification Chains let you send informational alerts about patch and deployment activity to stakeholders—such as dev teams or server owners—without requiring their approval. Administrators can define target recipients and choose delivery channels, including Email, Microsoft Teams, SMS, or WhatsApp.

Each Notification Chain links directly to a Strategy. While the chain defines who gets notified, paired Notification Bots filter which events trigger an alert (such as filtering by urgency) to prevent notification fatigue.

You can create and manage Notification Chains here, or configure them within object templates for Patching Strategies, Business Units, and Deployment Channels. For details, see Manage Notification Settings in Your Environment.

If you have not yet assigned team members to these roles, see Role-based Access Control (RBAC) in OneSite Patch.

Create a Notification Chain

1. Select Advanced Settings > Intent Schema > Chains > Notification Chains from the side navigation.

2. Click + New.

   

   All Notification Chains dialog
3. For Name, give your Notification Chain a meaningful name. Use the Description box if you have additional text to add.

4. Next to Roles To Notify, click + Browse.

5. Select role(s), click OK, and then click Save.

Depending on what you want to do with your Notification Chain, see the various scenarios outlined below under Configure Notification Chain Behavior.

Configure Notification Chain Behavior

Configuring the behavior of your Notification Chain allows you to adjust which Roles receive notifications, on what schedule, and at what urgency level. It also allows you to set automation for when to escalate notifications to another level if a workflow times out.

Assign Roles to Notify

Add existing Roles to a Notification Chain.

1. From within a Strategy, scroll down to Roles to Notify. If a table appears, check to see whether the existing roles apply:

   • To remove a Role from the table, select the ellipsis (...) in the Actions column, and then click Remove.

   • To add Roles to the table, click + Browse, and then continue with the next step.

2. Select one or more Roles from the Roles table, and then click OK.

3. Click Save to save your progress and check for errors:

   a. Check the Error View and resolve any errors.

   b. Click Save again if you make any changes.

Set Notification Urgency

These values must match the corresponding values defined in the Notification Bots. Otherwise, the Notification Cycle does not send a notification.

1. Click + Create Notification Setting under Notifications of the object template.

   
2. Expand the list of options next to Notification Urgency, and then select the urgency setting that matches the Notification Bot.

   
3. Continue editing the Notification settings or click Create Notification Setting to return to the template.

Add Execution Schedules

Execution Schedules control when and how often a Notification Cycle sends notifications. Choose schedules based on when and how often receiving parties require notification.

1. Click + Create Notification Setting from the Notifications workspace of an object template.

2. Next to Execution Schedules, click + Browse to display the available schedules.

3. Select one or more schedules from the All Schedules table, and then click OK

4. Continue editing the Notification settings or click Create Notification Setting to return to the template.

Enable Strategy and Business Unit Notifications

When either toggle below is enabled, the Notification Chain sends notifications to the Roles associated with the Patching Strategy or Deployment Channel template. Defaults to disabled.

1. In the + Create Notification Setting dialog in the Patching Strategy or Deployment Channel template, decide whether to enable notifications:

   • Select the Notify Patching Strategy Chains toggle to enable or disable (default) whether the notification cycle sends notifications to the chains included in the strategy.

   • Select the Notify Business Unit Chains toggle to enable or disable (default) whether the notification cycle sends notifications to Business Unit chains included in the strategy.

2. Continue editing the Notification settings or click Create Notification Setting to return to the template.

Select a Notification Cycle Workflow

This setting names the Notification Cycle that processes the Notifications for the Patching Strategy or Deployment Channel. Notification Cycle workflows are customized for specific uses. Adaptiva provides one sample Patching Workflows option.

Contact Adaptiva Customer Support for assistance with Notification Cycle templates.

1. Click + Create Notification Setting from the Notifications workspace of an object template.

2. Next to Notification Cycle Workflow, click Browse.

3. Select your custom workflow from the list, and then click OK.

4. Continue editing the Notification settings or click Create Notification Setting to return to the template.

Set the Workflow Time Limit

Specifies the maximum length of time that the Notification Cycle Workflow runs before timing out. If set to all zeros (default), the workflow may run indefinitely. Choose this setting with care. If the notification times out before sending all notifications, the next cycle triggers the notifications again.

1. Click + Create Notification Setting from the Notifications workspace of an object template.

2. Next to Time Limit, set the Hours, Minutes, or Seconds that the Notification Cycle will run, or leave the setting default at 0 for each item to allow the workflow to run indefinitely.

3. Continue editing the Notification settings or click Create Notification Setting to return to the template.

Manage Notification Settings in Your Environment

Patching Strategy, Deployment Channel, and Business Unit objects include a Notifications dialog where you can configure notification details. The configuration choices differ slightly for each object.

This configuration requires selecting a specific type of Notification Cycle template. Contact Adaptiva Customer Support for assistance with this configuration and for information about choosing the correct template.

Link a Notification Chain to Another Object

Notification Chain settings exist in the object templates for Patching Strategies, Deployment Channels, and Business Units.

1. Expand the Notifications box in an open object template to show the available configuration options.

2. Click Browse next to Notification Chain. This opens the All Notifications Chains dialog.

3. Select a Notification Chain from the table, and then click OK.

Assign Patch Notification Bots

Both Patching Strategies and Deployment Channel templates have an option to add Patch Notification Bots.

1. Click + Browse next to Patch Notification Bots in the Notifications workspace of the object template.

   • This opens the Select Patch Notification Bot dialog.

   
2. Choose one or more Notification Bots to set requirements for this template. To create more Notification Bots, see Creating Notification Bots.

3. Click OK.