Create an Insights Rule

You must set up an insights rule to select the events for which notifications will be sent via notification channels. 

To create an Insights Rule, follow these steps:

  1. Login to the JumpCloud Admin portal.

Important:

If your data is stored outside of the US, check which login URL you should be using depending on your region. If your organization uses LDAP, RADIUS, or requires firewall allow list configuration, the Fully Qualified Domain Names (FQDNs) will also be region specific. See JumpCloud Data Centers for the URLs, FQDNs, and IP addresses.

  1. Go to Monitoring > Alerts to view the alerts console.
  2. Click Rules to view the dashboard.
  3. Click +Rule. This will take you to the Rule Management section with all the predefined rule templates.
    The image displays the insights rule creation page
  4. Go to the Insights tab and click Directory Insights Event Monitoring. You can also type the rule name in the Search bar.
  5. Leave the Enabled button as is to activate the rule immediately after saving. You can switch the button to Disable if you prefer. 
  6. Provide Rule Details:
    1. Rule Name: Enter a clear and concise name for your rule.
    2. Description: Document the purpose of the rule in the description field.
  7. Use the Rule Priority dropdown to assign a priority level to the rule. This helps prioritize alerts and manage responses according to the severity of the issue. These options are available:
    • Low - Select this for alerts that are neither urgent nor highly important. They should receive fewer resources and can usually wait until they become more urgent.
    • Medium- Select this for alerts that are urgent but less important. They should receive a moderate allocation of resources.
    • High - Select this for alerts that are important and require immediate attention. They should receive the most resources to ensure they are addressed promptly.
  1. In the Conditions section, select the events for which you want to send notifications.
    • You can use the Show Selected Events checkbox to view all the selected events at one go.
    • You can also Add additional attribute filters for each event to enhance your rule conditions. See Configure Event Attribute Filters to learn more.
  2. The Alert Trigger Conditions section lets you configure frequency-based alerting. Instead of generating an alert every time an event occurs, you can require an event to occur for a specified number of times within a defined time period before an alert is generated.
    To add an alert trigger condition, configure the following options:
  • Threshold Value: The number of event occurrences required before an alert is triggered.
  • Monitoring Window: The time period over which event occurrences are counted (for example, 10 minutes, 1 hour, or 7 days).
  • Apply Threshold Per Resource (optional): Controls whether occurrences are counted organization-wide or separately for each affected resource.

How Event Occurrences are Counted

By default (Apply Threshold Per Resource disabled), occurrences are counted across your entire organization for each selected event type.

For example, if you configure:

  • Event: Device Login Failed
  • Threshold Value: 5
  • Monitoring Window: 10 minutes

The alert is triggered after five failed device login events anywhere in the organization within 10 minutes, regardless of which devices or users generated the events.

When Apply Threshold Per Resource is enabled, the threshold is evaluated independently for each resource associated with the event. The alert is generated only when a single resource reaches the configured threshold.

For example:

  • Five failed logins on Device A trigger an alert.
  • Three failed logins on Device A and two on Device B do not trigger an alert because neither device individually reached the threshold.

Note:

The resource used for counting depends on the event type. For device-related events, the resource is typically the device. For user-related events, the resource is the user. Other event types use the primary resource associated with that event.

This setting relies on a specific target resource identifier provided in the event payload (such as a System ID or User ID). For org-level administrative actions or platform lifecycle events that lack a granular entity identifier (such as Policy Creation/Deletion, Directory Settings Updates, or Admin Role Changes), the system automatically falls back to Org-wide threshold evaluation, even if the per-resource toggle is enabled.

Example:

For example, consider this event: a policy is created or user is deleted (Threshold = 2, Per Resource toggle button is turned on)

  • Action: Administrator creates Policy A, then creates Policy B.
  • Result: 1 combined alert is triggered (Org-wide behavior) instead of separate alerts per policy, as global lifecycle events do not bind to individual entity resources during creation/deletion.
  1. You can configure the Actions section to either generate alerts, send notifications via configured channels, or bothYou must configure at least one of these options to create a rule.
    • (Optional) Use the Generate Alerts toggle to enable/disable alert generation in the JumpCloud console. When enabled this will generate alerts along with complete lifecycle tracking.
    • (Optional) Use the toggle button to Enable/Disable existing conditions. See Understanding Existing Conditions to learn more.
    • (Optional) Use the Send Notifications toggle to configure sending notifications to your pre-configured notification channels (webhook, email, Slack). See Get Started: Notifications to learn more.
      • Use the Search bar to search and select the channels that you want to send notifications to.
  2. In the Additional Notifications section, select the checkbox for each action to enable notifications to the selected channels. This option is only available when both Generate Alerts and Send Notifications are enabled.
    • Alert Resolution: Notify all users in the selected channels when an alert from this rule is resolved.
    • Alert Acknowledgement: Email all users in the selected channels when an alert from this rule is acknowledged.
  3. Click Save.

    The rule will be activated and added to the Rules dashboard. If you want to Disable the rule or make any other modifications, see Use the Rules Dashboard to learn more. 

    Once the rule is saved, every time the event selected in the Condition section occurs, an alert will be generated and the selected channels will receive notifications. You can view the alerts in the Alerts Dashboard. See Use the Alerts Dashboard to learn more about alerts.

    Events: Insight Alerts

    There are a number of events recorded in Directory Insights related to alerts and webhooks. Reference the table below for the Event Type and Description of the event as captured in Directory Insights. For more information on using Directory Insights, see View the Directory Insights Data Activity Log.

    The following is a list of events that you see related to Insight Alerts.

    Insight Alert Events

    Event Type Description
    access_management_access_request An Access Management request is created
    admin_create An admin account is created
    admin_delete An admin account is deleted
    admin_lockout An admin account is locked due to multiple login failures
    admin_login_attempt An admin attempted to login
    admin_password_change An admin's password is changed
    admin_password_reset_request An admin requests a password reset
    admin_suspended An admin account is suspended
    admin_totp_disable An admin's TOTP requirement is disabled
    admin_totp_finish_enrollment An admin's TOTP enrollment is completed
    admin_totp_start_enrollment An admin's TOTP enrollment is initiated
    admin_unlocked An admin's account is unlocked
    admin_unsuspend An admin account is unsuspended
    admin_update An admin's account is updated
    application_create An application is added
    application_delete An application is removed
    application_update An application is updated
    association_change A user or device association / membership is updated
    authnpolicy_create A conditional access policy is created
    authnpolicy_delete A conditional access policy is deleted
    authpolicy_update A conditional access policy is updated
    command_create A command is created
    command_delete A command is deleted
    command_update A command is updated
    configuration_file_download A Microsoft MDM configuration file is downloaded
    device_command An admin ran a command on the device
    device_enrollment A device is enrolled with Microsoft MDM
    group_create A device or user group is created
    group_delete A device or user group is deleted
    group_update A device or user group is updated
    iplist_create An IP address list is created
    iplist_delete The IP address list is deleted
    iplist_update The IP address list is updated
    mdm_command_result A command execution result from MDM enrolled device
    msp_ticket_create A ticket for a partner integration is created
    os_major_rollback A major operating system (OS) rollback is applied to the device
    os_major_upgrade A major operating system (OS) upgrade is applied to the device
    os_minor_rollback A minor operating system (OS) rollback is applied to the device
    os_minor_upgrade A minor operating system (OS) upgrade is applied to the device
    passwordmanager_backup_create A user created a Password Manager cloud backup
    passwordmanager_backup_disable A user disabled a Password Manager cloud backup
    passwordmanager_backup_key_regenerate A new backup key is generated
    passwordmanager_backup_request A cloud backup request is created
    passwordmanager_backup_request_approve A cloud backup request is approved
    passwordmanager_backup_request_cancel A cloud backup request is canceled
    passwordmanager_backup_request_reject A cloud backup request is rejected
    passwordmanager_backup_request_restore An approved cloud backup request is restored
    passwordmanager_disable Password Manager is disabled for an organization
    passwordmanager_enable Password Manager is enabled for an organization
    passwordmanager_item_copy A user copied an item in Password Manager app/browser extension
    passwordmanager_item_reveal A user revealed an item in the Password Manager app/browser extension
    passwordmanager_items_export A user exported items in the Password Manager app/browser extension
    passwordmanager_local_backup_create A user created a Password Manager local backup
    passwordmanager_local_backup_path_update A user updated the Password Manager local backup path
    passwordmanager_user_activate A user activated Password Manager
    passwordmanager_user_deactivate A user deactivated Password Manager
    passwordmanager_user_device_pair A user paired a new device
    passwordmanager_user_device_unpair A user unpaired an existing device
    passwordmanager_user_disable Password Manager is disabled for a user
    passwordmanager_user_enable Password Manager is enabled for a user
    passwordmanager_user_reactivate A user reactivated Password Manager
    policy_create A policy is created
    policy_delete A policy is deleted
    policy_update A policy is updated
    provider_update An admin updated the billing information
    remote_session_end An admin ended a remote assist session
    remote_session_join A user joined a remote assist session
    remote_session_start An admin started a remote assist session
    saas_management_application_access_restriction_update A SaaS Management application's access restriction is updated
    saas_management_application_discover A SaaS Management application is discovered
    saas_management_application_license_update A SaaS Management application's license is updated
    saas_management_application_update A SaaS Management application is updated
    saas_management_disable SaaS Management is disabled
    saas_management_enable SaaS Management is enabled
    saas_management_event_application_review A SaaS Management application event is reviewed
    saas_management_settings_update SaaS Management settings are updated
    software_add A new software is added
    software_add_request A software is added from admin portal
    software_change A software is updated
    software_change_request A software is updated from admin portal
    software_remove An existing software is removed
    software_remove_request A software is removed from admin portal
    sso_auth A user authenticated to an SSO application
    system_create A device is added
    system_delete A device is deleted
    system_fde_key_decrypt A device's full disk encryption key is decrypted
    system_fde_key_update A device's full disk encryption key is updated
    system_update A device is updated
    totp_delete_enrollment A user's TOTP enrollment is deleted
    totp_finish_enrollment A user's TOTP enrollment is completed
    totp_start_enrollment A user's TOTP enrollment is initiated
    user_activated A user account is activated
    user_admin_granted A user is granted admin sudo privileges to device(s)
    user_admin_revoked A user's admin access is revoked
    user_create A user account is created
    user_create_provision User creation in an external application has failed
    user_delete A user account is deleted
    user_delete_provision User deletion in an external application has failed
    user_deprovision User deprovisioning in an external application has failed
    user_group_admin_grant A user group is granted admin privileges to device(s)
    user_group_admin_revoke A user group's admin access is revoked
    user_lockout A user account is locked out
    user_login_attempt A user attempted to login
    user_mfa_exclusion_expired A user's MFA enrollment has expired
    user_password_change A user's password is updated
    user_password_expired A user's password has expired
    user_password_reset_request A user requests a password reset
    user_password_set A user sets their password
    user_suspended A user account is suspended
    user_unlocked A user's account is unlocked
    user_update A user account is updated
    user_update_provision User update in an external application has failed
    user_password_expired A user's password has expired
    admin_apikey_expired An admin's API key has expired
    user_password_reset_request A user requested to reset their password
    user_password_change A user changed their password

    Any modification to the connections (associations) between resources in JumpCloud, such as users to groups, or policies to devices are recorded under the single base event - association_change. While a list of prefiltered events is available for you to select from in the Conditions section of the Insights rule, the JSON data in the Directory Insights displays these changes (listed in the table below) under the single association_change event type.

    Tip:

    In the JSON data, the type field within the association_change event payload is the key to identifying the specific action that took place.

    association_change Events

    Event Type Description
    association_change A command is applied to a device or device group
    association_change A command is removed from a device or device group
    association_change A device is added to a device group
    association_change A device is removed from a device group
    association_change A password policy is assigned to a user group
    association_change A password policy is unassigned from a user group
    association_change A policy group is assigned to a device or device group
    association_change A policy group is unassigned from a device or device group
    association_change A policy group is updated
    association_change A policy is assigned to a device or device group
    association_change A policy is unassigned from a device or device group
    association_change A software is added to a device or device group
    association_change A software is removed from a device or device group
    association_change A user is added to a user group
    association_change A user is removed from a user group
    association_change A user or device association / membership is updated
    association_change A user or user group is granted access to Active Directory
    association_change A user or user group is granted access to an application
    association_change A user or user group is granted access to a device
    association_change A user or user group is granted access to G Suite
    association_change A user or user group is granted access to LDAP server
    association_change A user or user group is granted access to Microsoft 365
    association_change A user or user group is granted access to RADIUS server
    association_change A user or user group's access to Active Directory is revoked
    association_change A user or user group's access to an application is revoked
    association_change A user or user group's access to a device is revoked
    association_change A user or user group's access to GSuite is revoked
    association_change A user or user group's access to LDAP server is revoked
    association_change A user or user group's access to Microsoft 365 is revoked
    association_change A user or user group's access to RADIUS server is revoked

    FAQ: Alert Trigger Conditions

    Does the alert trigger once or repeatedly?

    Alerts can trigger more than once. Health Monitoring keeps a rolling count of matching events inside the rule’s monitoring window (for example, 5 events within 15 minutes). The alert is created only when that threshold is met.

    The alert is triggered once. After an alert is created, any new event after the threshold is reached, updates the existing alert. After the threshold is reached, a new notification is generated through the configured notification channel for every new event occurring during the monitoring window.

    For example, consider the following event:
    Event: An admin account is locked due to multiple login failures

    • Threshold Value: 10
    • Monitoring Window: 15 minutes
    • Apply Threshold Per Resource: Disabled
      A screenshot showing the Insights rule page in JumpCloud Admin portal

    Result:

    • During the monitoring window of 15 minutes, an alert will be generated after the 10th failed login attempt.
    • If the Admin attempts more failed logins during the monitoring window, a single alert is generated for subsequent attempts but a notification is sent for each failed attempt.
    • After 15 minutes of inactivity, the threshold counter is reset again.
    What resets the threshold?

    Only events occurring inside the configured monitoring window are counted. Out-of-window events are excluded. The threshold is reset after the monitoring window has elapsed. Note that resolving an alert does not reset the counter; the counter is reset when the monitoring window expires.

    What happens when an alert monitors multiple selected event types?

    If an alert monitors multiple event types, then each event has its own threshold.

    Which resource is used for per-resource counting?

    Here are a few examples of resources being mapped to event types.

    Event type Resource used when Apply Threshold Per Resource is turned on
    Device Login Failed Device
    Device Login Successful Device
    Device is added to a device group Device
    Admins is suspended Admin
    User Locked Out User
    User Password Changed User

    Here is an example for Directory Insights (DI).

    Example: Detect repeated user logins in to user portal

    Configure the following fields:

    • Event: A user attempted to log in to user portal
    • Threshold Value: 10
    • Monitoring Window: 15 minutes
    • Apply Threshold Per Resource: Enabled
      a screenshot showing insights rule page in jumpcloud admin portal.

    Result:

    • A single user that generates 10 login events within 15 minutes triggers an alert.
    • Five failed logins by one user and five failed logins in to the user portal by another user do not trigger an alert because each user is evaluated independently.
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