Using notification policies

Notification policies overview

Notification policies are a Fleet Management feature that lets the Fleet Management Administrator send email notifications when certain conditions occur. You can set the policies to send emails when toner is low or when a printer fails to communicate with Lexmark Cloud Services. Notification policies are available for:

Supplies policies

Generates an email when the toner level threshold has been met or exceeded. Multiple supplies policies can be created with different threshold settings to provide notifications as supplies are depleted.

Supplies policies are available for:

Printer Information policies

Generates an email when a printer fails to communicate or report its data to Lexmark Cloud Services after the interval threshold has been met or exceeded.

Printer Information policies are available for:

The following is an example of an email generated by a Notification Policy.

A screenshot of an email received as a notification.

Creating a Notification Policy

Creating a supplies policy

Supplies policies notify users by email when the toner level of their printers reaches a specified percentage.

Note: You can create up to 50 supplies policies for an organization.
  1. From the Fleet Management web portal, click Notifications > Notification Policies.

    A screenshot of the Notification Policies option.
  2. Click the Supplies tab.

    Note: If there are existing supplies policies, then the Notification Policies page shows them.
  3. On the Notification Policies page, click Create.

  4. Configure the following:

    A screenshot of the Create Notification Policy page.
    • In the Policy name field, type the name of the policy.

      The following characters are not allowed in a Policy Name:

      • < >

      • &

      • #

      • `

      • ~

      • !

      • %

      • ^

      • |

      • +

      • =

      • ;

      • ;

      • "

      • { }

      • [ ]

      • \ /

    • In the Policy type menu, select a supplies option.

    • In the “Notify when toner remaining is at” section, set the percentage at which the notification is sent.

    • In the Applies To section, select either of the following:

      • All printers in this organization—Apply the policy to all printers in the organization.

        A screenshot of the Applies to section.
      • Only printers with specific tags—Apply the policy to specific printers based on the tags entered. For more information on tags, see Creating tags and Assigning tags to printers.

        A screenshot of the Applies to section.
        • In the “Apply the policy to printers with the following tags” field, type the tags, and then click Add.

          Note: You can apply up to 10 tags to a policy.
    • In the “Notify the following e-mail addresses when the conditions of this policy are met” field, type the recipient email addresses, and then click Add.

      A screenshot of the notification email address field.

      Notes:

      • You can type up to 10 email addresses.
      • Make sure that the email address is valid.
      • You can type an email address from outside your organization.
    • In the “Additional information to include in the e-mail notification (Optional)” field, type any information that you want to appear in the email body. For example, printer location or special access instructions.

      A screenshot of the additional information field.
    • Select Include notification data in a .json file as an attachment to attach a JSON file of the data associated with the notification.

      A screenshot of the option to include JSON file.

The following is an example of an email notification.

A screenshot of the notification email.

The following is an example of notification data in JSON format.

A screenshot of the notification data in JSON format.

Creating a printer information policy

Printer information policies notify users by email when a printer fails to communicate with or report its data to Lexmark Cloud Services. Emails are sent after a specified time has elapsed.

Note: You can create up to 50 policies.
  1. From the Fleet Management web portal, click Notifications > Notification Policies.

    A screenshot of the Notifications menu.
  2. Click Printer Information tab.

    A screenshot of the Printer Information tab on the Notification Policies page.
    Note: If there are existing printer information policies, then the Notification Policies page shows them.
  3. On the Notification Policies page, click Create.

  4. Configure the following:

    A screenshot of the Create Notification Policy page.
    • In the Policy name field, type the name of the policy.

      The following characters are not allowed in a Policy Name:

      • < >

      • &

      • #

      • `

      • ~

      • !

      • %

      • ^

      • *

      • |

      • +

      • =

      • ;

      • ;

      • "

      • { }

      • [ ]

      • \ /

    • In the Policy type menu, select either of the following:

      • Last data refresh—Send an email notification based on the number of days since the last update of printer information or counters.

        • Set the “Notify when data has not been refreshed after” value to the number of days that must elapse before an email notification is sent.

          A screenshot of the refresh notification data settings.
      • Last communicated—Send an email notification based on the number of days since the printer last communicated with Lexmark Cloud Services.

        • Set the “Notify when a printer has not communicated for” value to the number of days that must elapse before an email notification is sent.

          A screenshot of the notify communication status settings.

        e-mail

    • In the Applies To section, select either of the following:

      • All printers in this organization—Apply the policy to all printers in the organization.

        A screenshot of the Applies to settings.
      • Only printers with specific tags—Apply the policy to specific printers based upon the tags entered. For more information on tags, see Creating tags and Assigning tags to printers.

        A screenshot of the Applies to settings.
        • In the “Apply the policy to printers with the following tags” field, type the tags, and then click Add.

          Note: You can apply up to 10 tags to a policy.
    • In the “Notify the following e-mail addresses when the conditions of this policy are met” field, type the recipient email addresses, and then click Add.

      A screenshot of the notification email address field.

      Notes:

      • You can type a maximum of 10 email addresses.
      • Make sure that the email address is valid.
      • You can type an email address from outside your organization.
    • In the “Additional information to include in the e-mail notification (Optional)” field, type any information that you want to appear in the email body. For example, printer location or special access instructions.

      A screenshot of the additional information field.
    • Select Include notification data in a .csv file as an attachment to attach a CSV file of the data associated with the notification.

      A screenshot of the option to include CSV data.

The following is an example of a notification email for last data refresh:

A screenshot of a notification email.

The following is an example of a notification email for last communicated:

A screenshot of the notification email when printer is not communicating.

The following is an example of the notification data in CSV format:

A screenshot of the notification data in CSV format.

Managing notification policies

Modifying a notification policy

You can modify notification policies at any time.

  1. From the Fleet Management web portal, click Notifications > Notification Policies.

    A screenshot of the Notifications menu.
  2. Select the Supplies or Printer Information tab.

  3. Click the name of the policy that you want to modify.

    A screenshot of the Notification Policies page.
  4. Modify the policy, and then click Save Changes.

    A screenshot of an existing policy when it is modified.

Duplicating a notification policy

You can duplicate notification policies to create additional policies.

  1. From the Fleet Management web portal, click Notifications > Notification Policies.

    A screenshot of the Notifications menu.
  2. Select the Supplies or Printer Information tab.

  3. Select an existing policy, and then click Duplicate.

    A screenshot of the Notification Policies page.
  4. Type a new policy name, and then modify the details as required.

    A screenshot of the Create Notification Policy page.

    Notes:

    • When duplicating a policy, the Create Notification Policy page is prefilled with information from the policy that you are duplicating.
    • Make sure that the new policy has a unique name.
  5. Click Create Policy.

Deleting a notification policy

You can delete notification policies that are no longer needed.

  1. From the Fleet Management web portal, click Notifications > Notification Policies.

    A screenshot of the Notifications menu.
  2. Select the Supplies or Printer Information tab.

  3. Select one or more policies, and then click Delete.

    A screenshot of the Notification Policies page.
  4. Click Delete Policy.

    A screenshot of the Delete Policy option.

Viewing notification history

The Notification History menu option shows the notifications that were generated in the last 30 days.

  1. From the Fleet Management web portal, click Notifications > Notification History.

    A screenshot of the Notifications menu.
  2. Select the Supplies or Printer Information tab.

    You can view the following notifications generated in the last 30 days:

    • Supplies notification

      A screenshot of the Notification History page.
    • Printer Information notification

      A screenshot of the Notifications History page.