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Configure Email Alert & Link it with SQLPlanner

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Configuring Email Alert Notifications

To ensure critical alerts reach the appropriate team members, follow these configuration steps for Database Mail and the SQL Planner application.

1. Configure SQL Server Database Mail

Before the application can send alerts, you must establish an SMTP profile within SQL Server:

1
Navigate to the directory: C:\SQLMaintenancePlanner\Scripts\EmailProfileCreationCode\
2
Open the script: SQL_Mail_Profile_Creation_T-SQLCode.sql
3
Edit the script with your specific details:
  • SMTP Server Address
  • User ID & Password
  • Port Number
4
Execute the script in SQL Server Management Studio (SSMS).
5
Test Configuration: Follow instructions within the script to send a test email to verify SMTP settings.

2. Set Up Alert Recipients (Only Related to Windows Server Monitoring Module (Excludes SQL Server)

1
Log in to the SQL Planner web application.
2
Navigate to Settings > Win Server Monitoring tab.
3
Locate the First Level Escalation email text box.
4
Enter the email addresses of all recipients (use a semicolon or comma as a separator).

3. Link SQL Planner to the Email Profile

Define the SMTP Database Mail settings the application should use:

1
Switch to the Email Server Setting tab.
2
Configure the following:
  • DB Server Credentials: Provide credentials for the database server.
  • DB Email Profile Name: Enter the exact name of the profile created in Step 1.
  • Test Email: Provide a recipient address to send a final test email to confirm integration.
Note: Ensuring the DB Email Profile Name matches exactly between SQL Server and SQL Planner is vital for successful alert delivery.

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