Configuring Certificate Expiry Alerts using Custom Workflows

You can create workflows with a customized configuration for the alert. Select the custom workflow at the time of creating the alert to bring it into effect.
  1. Go to ( Menu) > CERT+ > ALERTS & LOGS > Expiry Alerts.
    The Expiry alert inventory is displayed.
  2. To create a new expiry alert using a custom workflow, click + Create.
    The Expiry Alert > Expiry Alert Add page is displayed.
    Tip: This page has a list of best practices you are advised to follow when creating a new expiry alert.
  3. For the new alert, enter a unique Alert Name (mandatory) and a description (optional) with additional details about the alert.
  4. In the Alert Configuration section, click + Add.
    The Add Configuration pane is displayed.
  5. Select the Certificate Type for which you want to configure the expiry alert.
    • End Certificate
    • CA Certificate
  6. Enter the Filter Configuration details.
    Table 1. Field descriptions for the Filter Configuration section
    Field Description
    Certificate Expiry Period To filter certificates based on their expiry:
    • Range in days: Sends an expiry alert email for certificates that will expire within the specified range of days from the current date

      For example, to set an alert for certificates that will expire between 10 and 40 days from the current calendar date, enter 10 and 40.

      Alerts will be sent for all certificates expiring between 00:00:00 AM on the start day and 11:59:59 on the end day.
    • On specified days: Sends an expiry alert email for certificates that will expire on the nth day from the current date

      For example, to send an alert for certificates expiring on the 50th day from the current calendar date, enter 50.

      Alerts will be sent for all certificates expiring between 00:00:00 AM and 11:59:59 PM of the specified day.
    • Range in dates: Sends an expiry alert email for all certificates expiring in a specific duration

      Use the calendar widget to select the Start date and End date for this duration.

      Alerts will be sent for all certificates expiring between 00:00:00 AM on the start date and 11:59:59 on the end date.
    Additional Filters To add a filter in addition to the certificate expiry period:
    1. Select the required filter from the Select option dropdown list.
    2. Enter the corresponding value in the Type to enter value field.
    3. Click Add.

    The selected filter option and its value are displayed.
    *Notification Method To send an expiry alert using a custom workflow, select Advanced.
    Ignore renewed/regenerated certificate When this field is enabled, results returned after the alert is triggered will not include certificates that have already been renewed or regenerated, even though they match the filter criteria.
    *Custom workflow This field is displayed only when Notification Method = Advanced.

    From the dropdown list, select the required custom workflow.
  7. Click Add.
    The created alert is listed in the table below the + Create button.
    Tip: To edit/delete an alert, use the Edit/Delete button, as required.
  8. Under Alert Execution Type:
    Note: The settings configured here will be applicable to all expiry alerts listed in the above table.
    1. To configure a manual alert that will be triggered immediately, select Run Now and click Save.
    OR
    1. To trigger the alert at a scheduled time, select Schedule and enter the following details:
      • Time Zone*
      • Frequency (daily/weekly/monthly/yearly)
      • Starts On*
      • Ends
        • For ends ON, use the calendar widget to select the date on which the last expiry alert email will be sent.
        • For ends After, enter the number of Occurrences after which the expiry alert will be discontinued.
  9. Click Save.
    Once the expiry alerts are configured with Allow certificate renewal option, the individual certificate renewal email will be sent to the stakeholders with two links:
    • Link for certificate renewal
    • Link for unsubscribing from the alerts for that specific certificate
    Tip: You can repeat steps 4 to 9 to add more than one Alert Configuration under a Alert Name.
  10. To renew the certificate:
    1. Click on the renewal link and login to AppViewX.
      You will be redirected to the holistic view for the certificate and the following renewal alert will be displayed:
    2. For instructions on how to renew a certificate, refer to the documentation forrenewing a certificate.
      To unsubscribe from the alerts for the certificate, click the unsubscribe link from the alert email.
      You will be redirected to the certificate inventory page and the following unsubscribe alert will be displayed: