This release introduces Portal Monitor, a centralised monitoring and alerting capability designed to improve visibility into key background processes running within the portal. Until now, many of the most important processes in the portal — data imports, file connectors, project mappings, and survey schedulers — ran silently in the background. When something went wrong, there was no immediate signal. Teams had to discover failures manually, often after the impact had already been felt.
Portal Monitor changes this. Introduced as a dedicated section under Management, it brings centralised monitoring, configurable alerts, and automated notifications together in one place. Administrators can now define what matters, set the conditions that warrant attention, and be notified the moment something requires action — without waiting to find out something went wrong.
What Portal Monitor gives you
Portal Monitor covers four key areas of automated processing: imports, file connectors, project mappings, and schedulers. Across each area, you can monitor activity, configure alerts based on your own operational thresholds, and route notifications to the right people when those thresholds are crossed.
1. Centralised Process Monitoring
Unified Monitoring Dashboard
A new Portal Monitor area has been added under Management, providing a centralised location to review monitored activities, alerts, notifications, and operational trends across all configured processes.
Improved Visibility into Background Processes
Administrators can now monitor important automated processes that previously ran without visibility, including imports, file connectors, project mappings, and scheduler activity. What was once invisible is now trackable.
Operational Activity Tracking
Portal Monitor captures process execution details, runtime information, processing statistics, and operational outcomes — giving teams the data they need to identify issues quickly and act with confidence.
2. Import and File Source Monitoring
Import Activity Monitoring
Monitor import processing activity, including records processed, success and failure counts, batch information, and overall import runtime.
Import Alert Configuration
Create alerts for import-related conditions such as processing exceptions, missing data, unexpected record volumes, or import inactivity.
File Source Monitoring
Monitor incoming file activity and track file detection, processing information, and connector execution details.
File Activity Alerts
Configure alerts when expected files are not received, file volumes fall outside expected ranges, or file processing exceptions occur.
3. Project Mapping Monitoring
Mapping Process Visibility
Monitor how source data is mapped into project databases and track processing outcomes across mapping runs.
Mapping Failure Detection
Identify mapping exceptions and processing failures earlier through configurable alert conditions.
Mapping Activity Alerts
Configure alerts based on mapping inactivity, processing exceptions, missing data, or record counts that fall outside expected ranges.
4. Scheduler Monitoring
Scheduler Execution Monitoring
Track scheduler activity, including execution history, invitations sent, reminders sent, exclusions, and blacklisted recipients.
Invitation Processing Insights
Gain visibility into survey invitation delivery activity and identify when expected communications are not being sent.
Scheduler Alert Configuration
Create alerts for scheduler inactivity, processing exceptions, invitation volumes, reminder volumes, exclusions, and blacklist activity.
5. Configurable Alerts and Notifications
Flexible Alert Configuration
Alerts can be configured across monitored processes using predefined or custom trigger conditions based on your operational requirements.
Custom Notification Messages
Administrators can define notification subjects and message content to provide meaningful context when alerts are triggered.
Multiple Notification Options
Notifications can be delivered through portal notifications, user email addresses, or external email recipients.
Recipient Management
Each alert can be configured with one or more recipients to ensure operational issues reach the right teams at the right time.
What You Need to Know
Portal Monitor is available immediately through the Management section, no setup is required to access it
Alerts and notifications must be configured before monitoring can begin. No alerts are created by default
Alerts can be configured for imports, file sources, project mappings, and schedulers
Notifications can be delivered through portal notifications, user emails, or external email addresses
Monitoring effectiveness depends on how alerts are configured for your specific processes
Portal Monitor represents the first step toward centralised operational visibility within the platform, further improvements in this area are planned for upcoming releases
Rayomand Vania
Product Update – Introducing CYS Portal monitor
Overview
This release introduces Portal Monitor, a centralised monitoring and alerting capability designed to improve visibility into key background processes running within the portal. Until now, many of the most important processes in the portal — data imports, file connectors, project mappings, and survey schedulers — ran silently in the background. When something went wrong, there was no immediate signal. Teams had to discover failures manually, often after the impact had already been felt.
Portal Monitor changes this. Introduced as a dedicated section under Management, it brings centralised monitoring, configurable alerts, and automated notifications together in one place. Administrators can now define what matters, set the conditions that warrant attention, and be notified the moment something requires action — without waiting to find out something went wrong.
What Portal Monitor gives you
Portal Monitor covers four key areas of automated processing: imports, file connectors, project mappings, and schedulers. Across each area, you can monitor activity, configure alerts based on your own operational thresholds, and route notifications to the right people when those thresholds are crossed.
1. Centralised Process Monitoring
Unified Monitoring Dashboard
A new Portal Monitor area has been added under Management, providing a centralised location to review monitored activities, alerts, notifications, and operational trends across all configured processes.
Improved Visibility into Background Processes
Administrators can now monitor important automated processes that previously ran without visibility, including imports, file connectors, project mappings, and scheduler activity. What was once invisible is now trackable.
Operational Activity Tracking
Portal Monitor captures process execution details, runtime information, processing statistics, and operational outcomes — giving teams the data they need to identify issues quickly and act with confidence.
2. Import and File Source Monitoring
Import Activity Monitoring
Monitor import processing activity, including records processed, success and failure counts, batch information, and overall import runtime.
Import Alert Configuration
Create alerts for import-related conditions such as processing exceptions, missing data, unexpected record volumes, or import inactivity.
File Source Monitoring
Monitor incoming file activity and track file detection, processing information, and connector execution details.
File Activity Alerts
Configure alerts when expected files are not received, file volumes fall outside expected ranges, or file processing exceptions occur.
3. Project Mapping Monitoring
Mapping Process Visibility
Monitor how source data is mapped into project databases and track processing outcomes across mapping runs.
Mapping Failure Detection
Identify mapping exceptions and processing failures earlier through configurable alert conditions.
Mapping Activity Alerts
Configure alerts based on mapping inactivity, processing exceptions, missing data, or record counts that fall outside expected ranges.
4. Scheduler Monitoring
Scheduler Execution Monitoring
Track scheduler activity, including execution history, invitations sent, reminders sent, exclusions, and blacklisted recipients.
Invitation Processing Insights
Gain visibility into survey invitation delivery activity and identify when expected communications are not being sent.
Scheduler Alert Configuration
Create alerts for scheduler inactivity, processing exceptions, invitation volumes, reminder volumes, exclusions, and blacklist activity.
5. Configurable Alerts and Notifications
Flexible Alert Configuration
Alerts can be configured across monitored processes using predefined or custom trigger conditions based on your operational requirements.
Custom Notification Messages
Administrators can define notification subjects and message content to provide meaningful context when alerts are triggered.
Multiple Notification Options
Notifications can be delivered through portal notifications, user email addresses, or external email recipients.
Recipient Management
Each alert can be configured with one or more recipients to ensure operational issues reach the right teams at the right time.
What You Need to Know
Applies To