--- title: "Rules" slug: "rules-v8" tags: ["Rules", "Rule configuration", "License Usage", "License Expiry", "Notification Queue"] updated: 2025-07-30T10:24:30Z published: 2025-07-30T10:24:30Z canonical: "help.symphonysummitai.com/rules-v8" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Rules **Rule** configuration enables users to establish detailed notification rules based on specific events like License Usage and License Expiry. Users define each rule with a unique **Rule Name** and **Description**, specifying the **Gateway Type** and **Gateway** **Name** for email communication. The **Notification Type** categorizes alerts, directing them to designated recipients listed in the **To** and **CC** fields. ### Configure Rules To configure a new rule, perform the following steps: 1. On the **Rules** List page, click the **New Rule +** icon to configure a new rule. ![Rules List page - New Rule icon](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1. New Rules.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) Figure: Rules List page - New Rule icon 2. On the **New Rule** configuration page, enter the required details as shown below and click **Save**. ![New Rule configuration](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2. New Rule configuration.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) Figure: New Rule configuration ![Success message](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3. Success message(1).png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) Figure: Success message Let’s understand the fields and their significance. | Field | Description | | --- | --- | | Rule Name * | Enter a unique and descriptive name for the notification rule. Example: License Expiry Notification, Critical Error Alert, Daily Usage Summary etc. | | Description | Provide a brief explanation of the notification rule. | | Active | Use this toggle to enable or disable the notification rule. | | **Email** | | Gateway Type * | The gateway type determines the protocol and method used for routing notifications. Currently, SMTP (Simple Mail Transfer Protocol) is the available option, which is used for sending email notifications. | | Gateway Name * | Select the configured SMTP gateway that will be used to send the notifications. The gateway name identifies the specific server settings through which emails will be routed. Example: Primary SMTP Server, Backup SMTP Gateway, Marketing Email Server | | Notification Type * | Select the type of notification that this rule will apply to. This categorizes the rule based on specific events or conditions. Options include: **License Expiry**: Triggers notifications when a software license is approaching its end date. **License Usage**: Triggers notifications based on the usage levels (Purchased and Consumed counts) of software licenses, such as when usage reaches a specified threshold. | | Notification Trigger Options * | The trigger options are dependent on the type of notification selected. Let’s check the two available options: **License Expiry** ![License Expiry](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/4. License Expiry.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) **License Usage** ![License usage](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5. License usage.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) | | To | Enter the email addresses of the primary recipients who should receive the notifications. > [!NOTE] > Note > > You can enter a group name, email address from the master, or custom email address followed by a semicolon (;) to separate multiple recipients. > > Example: [email@example.](mailto:email@example.com)com ; custom@email.com | | Cc | Enter the email addresses of the secondary recipients who should receive a copy of the notifications. Separate multiple email addresses with commas. | 1. The saved rule will be displayed on the **Rules** List page. ![Rules List page - Saved rule](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/6. Rules List page - Saved rule.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) Figure: Rules List page - Saved rule > [!NOTE] > Note > > To modify rule details, click the **Rule Name** hyperlink. This will open the **Edit Rule** page, where you can make the necessary changes. #### Process to trigger rules and notifications Once all conditions are defined, a trigger must be set to initiate the execution of rules and notifications. This is managed through **Schedulers**. By default, the following standard schedulers will be available in the system: 1. **License Usage** 2. **License Expiry** 3. **Notification Queue** These scheduler jobs run continuously with the following execution times: 1. **License Usage**: Every 5 minutes from 00:00 to 23:59 daily 2. **License Expiry**: Every 5 minutes from 00:00 to 23:59 daily 3. **Notification Queue**: Every 1 minute from 00:00 to 23:59 daily To view these schedulers, navigate to **Schedulers > Scheduler List**. Select the **Action Type** as ***Standard***. ![Schedulers List page - Standard Schedulers](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/7. Schedulers List page - Standard Schedulers.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A40%3A35Z&se=2026-11-11T14%3A40%3A35Z&sr=c&sp=r&sig=NmZlKy68e0bqR5QlmvR0Ew7DdX8BqJkftXZuOYy%2FHfE%3D) Figure: Schedulers List page - Standard Schedulers > [!NOTE] > Note > > These standard schedulers are pre-configured in the system by default and cannot be edited or modified.