Introduction to Alerts Management in Octo
Alerts are vital tools designed to notify you when something important or unusual happens, prompting you to take the actions you need to do. They help you stay informed and respond quickly to potential issues ensuring you never miss any crucial updates. For example, when baking cookies, a timer alert beeps to let you know when it’s time to take them out of the oven before they burn. Similarly, if you set a spending limit on your credit card, an alert, usually connected on your phone, will notify you as you approach that limit, helping you manage your finances and avoid extra charges.
In the context of cloud cost management, alert features function similarly. They notify you when your cloud spending deviates from expected patterns, helping you manage costs more effectively and prevent unexpected spikes in your costs.
In Octo, Alerts Management is a feature that covers multiple aspects of your cost control. Currently, Octo provides four types of alerts: cost alerts, anomaly detection alerts, discount expiration alerts, and budget alerts. Each type plays a unique role in keeping you informed and in control of your cloud cost. Make sure that you have at least one channel set up in the Channel Management page to receive your notifications.
If you haven’t set up a channel yet, click the button below to create one:
How to Navigate Alerts Management?
Navigating your way around in Octo to locate your alerts management page is as easy as pie. If you’re already familiar with the basics, you’ll find this process straightforward. And if you’re new to Octo, be sure to check out the Getting Started guide. It is a great way to familiarize yourself with the tool while having some fun exploring the features. Let’s begin!
To start creating your alerts in Octo, follow these three simple steps:
Log-in to your Octo Account. If you don’t have an account yet, click here.
On your Dashboard, click the gear icon located on the upper right corner of your screen.
Under the ‘NOTIFICATION’ settings, click the ‘Alerts Management’.
Create Alerts
Now that you are in the Alerts Management page, you can now start creating your alerts. Here, you can create alerts for cost, anomaly detection, discount expiration, and budget.
Creating Cost Alert
Starting with Cost Alerts. Cost alerts are your aide in monitoring the daily spend of your cost group. Here, you can monitor multiple cost groups and send alerts to multiple channels per alert.
To create your cost alerts, you have to consider two thresholds available: fixed cost and percentage compared to the previous day.
Here are the steps to create a cost alert:
Navigate to the ‘COST’ tab.
Click ‘+ CREATE NEW ALERT.’ Enter alert name. Select one or multiple cost groups, then click ‘NEXT.’
You can choose whether you want an alert with a threshold fixed amount or a percentage compared to the previous day.
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Fixed Cost Amount
For the fixed amount, enter the spending limit you want to set for the daily spend of the cost group(s). If spending exceeds this limit, Octo will automatically send an alert through your chosen notification channel.
Sample Image for Fixed Amount
Sample Image for Fixed Amount
Percentage Compared to Previous Day
For the percentage comparison to the previous day's spend, enter the percentage threshold you'd like to use. If the latest available day's spending exceeds that percentage of the previous day's total, Octo will automatically send an alert through your chosen notification channel.
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Sample Image for Percentage
4. Once you've set the threshold, select a notification channel(s), and then click ‘CREATE ALERT.’ You’ll now see the cost alert(s) you’ve created.
Creating Anomaly Detection Alert
Anomaly Detection is one of the most crucial features here in Octo. Read full details here. That is why, your anomaly detection alerts should be of the same importance as they act as triggers, prompting you to take the necessary actions to address any anomalies detected, ensuring your cloud costs stay under control.
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Start creating your anomaly detection alert by following these steps:
Navigate to ‘ANOMALY DETECTION’ tab.
Click ‘+ CREATE NEW ALERT.’ Enter the alert name and select a cost group that you want to monitor for anomalies. Then, click ‘NEXT.’
Anomaly alerts can be weekly or monthly. If you want to receive weekly alerts, expect it every Monday, on the other hand, monthly alerts come every 1st day of the month. Choose a frequency and add a channel(s) that you want to use for receiving notifications about the anomalies. To finish, click ‘CREATE ALERT.’ You’ll now see the anomaly alert(s) you’ve created.
You can also create an anomaly detection alert directly from the ‘ANOMALY’ tab in your cost group. Simply click the bell icon to take you to the ‘ANOMALY DETECTION’ tab in the Alerts Management.
Creating Discount Expiration Alert
The Discount Expiration Alert in Octo helps you keep track of the expiration dates for your purchased discounts, such as Reserved Instances and Savings Plans in AWS. Currently, this feature supports AWS, with plans to integrate Azure and GCP in the future.
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To create a discount expiration alert, follow these steps:
Navigate to the ‘DISCOUNT EXPIRATION’ tab.
Click ‘+ CREATE NEW ALERT.’ Enter the alert name and select a cost group that you want to track for discount expirations. Then, click ‘NEXT.’
Now, you have to select your preferred schedule to receive the discount expiration alerts. It could be a few days or months prior to the expiration date, or could be on the day of the expiration. Next, select your preferred notification channel(s) and click ‘CREATE ALERT’ to finish. You’ll now see the discount expiration alert(s) you’ve created.
Creating Budget Alert
Setting up budget alerts is part of the budget creation process, allowing you to configure alerts right after establishing your budget. While setting up these alerts is optional, it is highly recommended to set up budget alerts immediately to help you stay informed about any potential budget overruns.
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Here’s how to set up a budget alert DURING the budget creation process:
Navigate to the ‘BUDGET’ tab in the cost group where you intend to create a budget.
Click ‘+ CREATE BUDGET.’ A pop-up will appear on your screen, highlighting that there are three steps in creating a budget, including the ‘Set Budget Notification.’ For detailed instructions on creating your budget, click here.
Once you get to the third step, ‘Set Budget Notification,’ click ‘+ CREATE NEW BUDGET ALERT.’
Next, you have to set the threshold, whether a fixed amount or a percentage of the total budget, that will trigger your budget alert. Note that you can set multiple thresholds to help you monitor the budget more effectively.
To complete the setup, add the notification channels for receiving the budget alerts. Click ‘+ CREATE ALERT’ to finish creating the alert and click ‘+ CREATE BUDGET’ to finalize the budget creation process. You can check the budget alert you created by clicking the notification icon.
If you’ve already created a budget but have not set up an alert yet, you can still add a budget alert to the existing budget.
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Here’s how to set up a budget alert AFTER the budget creation process:
Navigate to the ‘BUDGET ALERTS’ tab. Note that this tab in Alerts Management only shows you the list of alerts. However, when you click ‘View Details,’ it will take you to the ‘BUDGET’ tab of the Cost Group, where you can create or add a budget alert for an existing budget.
Find and click the notification icon, then click ‘EDIT BUDGET ALERTS’ to open the third part of the Budget creation process, ‘Set Budget Notification.’
Now, click ‘+ CREATE NEW BUDGET ALERT’ and follow the last two steps indicated for setting up a budget alert during the Budget creation process to complete the set up.
Edit Alerts
This edit feature is for modifying existing alerts. For example, if you want to receive notifications from an existing alert, you can use the edit feature to add your preferred notification channel.
You can edit cost, anomaly, and discount expiration alerts directly in the Alerts Management section. However, editing budget alerts involves a slightly different process.
Editing Cost, Anomaly, and Discount Expiration Alerts
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Follow these steps to do this:
Navigate to the ‘Alerts Management.’ Here, you will see all the types of alerts you’ve created, organized in separate tabs.
Find the alert that you want to modify and simply click on its edit icon which is located on the right side of the screen, next to the delete icon.
Make the necessary changes. Once you’re satisfied, be sure to save them.
Editing Budget Alerts
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There are two ways to edit budget alerts: by going directly to the cost group or through the alerts management section.
Here’s how to edit budget alerts in the Budget tab:
Navigate to the ‘Cost Group’ button and find the cost group that has the budget alert that you want to modify.
Next, go to the ‘BUDGET’ tab, where you'll find all the budgets associated with that cost group. Select the budget that has the alerts you want to modify by clicking ‘View Details.’
Find and click the notification icon. You will see all the budget alerts for the cost group.
Then, click ‘EDIT BUDGET ALERTS’ to open the third part of the Budget creation process, ‘Set Budget Notification’.
Now, click on the edit icon and make the necessary changes. You can modify thresholds, as well as add or remove notification channels.
Once you are done, click ‘UPDATE BUDGET’ and ‘EDIT BUDGET’ to save changes.
Here’s how to edit budget alerts in the Alerts Management section:
Navigate to the ‘Alerts Management’ under the Notification section by clicking the gear icon located at the upper right portion of the screen.
Go to the ‘BUDGET ALERTS’ tab and search for the desired cost group that has the budget alerts you want to modify.
Find the budget that has the alerts you want to modify. Then, click ‘View Details’ to take you to the ‘BUDGET’ tab. From there, follow steps 4 to 6 as described above.
Delete Alerts
Similar to editing alerts, you can delete alerts for cost, anomalies, and discount expirations directly in the ‘Alerts Management’ section. You can do it by finding the alert that you want to remove and clicking its delete icon.
The process for deleting budget alerts is also slightly different. If you want to delete budget alerts, simply follow the steps for editing them since the delete icon is located right next to the edit icon.
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Enable and Disable Alerts
This feature is particularly useful if you want to stop receiving notifications from a specific alert without permanently deleting it, as you might need it again in the future. Instead, you can choose to disable the alert and re-enable it when needed. Enabled alerts remain active and will continue to send notifications when their conditions are met. This option is available for anomaly and discount expiration alerts only.
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