Introduction
In the first part of this guide, we will explain how to define notification presets for a particular asset type. A notification preset can be thought of as a bundle of different notifications. These presets are used to set up a notification role and are defined by asset type. When setting up a notification preset, you can specify exactly when you want to be notified and how. Examples of possible notification presets are: notifications about alarms, notifications about the tank capacity and notifications regarding the switching on or off of a machine.
When the gateway sends data to the portal, it has no knowledge of the context of that data. To make sense of this, you need to set up event definitions. These definitions can be used to record events, such as when the contents of a tank reach a critical level or when a generator has been running for too long.
Create a notification preset
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to create a notification preset and click on it.
The panel for editing an asset type appears. Go to the Notification Presets tab.
Click the plus button to create a new notification preset.
Attention!
If notification presets have not yet been created for this asset type, you will not see a plus button. In this case, click the Add notification preset button.
You will now see a list of all sensors for the chosen asset type. Using the search bar, you can quickly look up a specific sensor.
Click the name of a sensor to add it to the notification preset.
Select how you want to receive notifications and what state you want the event to be in.
Hint!
If you want to receive reminders for a particular notification, activate the Reminder slider for the desired notification type. You can then set the amount of time after which you want to receive a reminder.
Give the new notification preset a name and click Save. You can now close the window.
Hint!
If you want to receive notifications for multiple sensors in the same way and for the same event state, you can set this up at once. To do this, turn on the Update many slider.
Then set the medium through which you want to receive notifications and select all the sensors that are affected by checking the box next to each sensor.
Finally, click Apply to all selected rows before clicking Save .
Edit notification preset
If you already have a notification preset, but you want to receive notifications for more or fewer sensors, or if you want to receive them in a different way, you can change this at any time.
Attention!
When you use an asset type that has been shared with you by another company, notification presets may also be shared with you. You can't edit these shared notification presets.
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to customize a notification preset and click on it.
Go to the Notification Presets tab.
Find the notification preset you want to adjust and click its name.
Then click Edit to edit the notification preset.
Editing a notification preset is done in the same way as creating it.
Click the name of a sensor to add it to the notification preset.
Select how you want to receive notifications and what state you want the event to be in.
Sensors for which you receive notifications are displayed at the top.
If you no longer want to receive notifications, remove the settings by clicking on the name of the sensor in question again.
You can also change the name of the notification preset if desired.
Finally, click Save. You can now close the window.
Delete notification preset
If a notification preset no longer applies to your asset type, you can remove it at any time.
Attention!
If you use an asset type that has been shared with you by another company, notification presets may also be shared with you. You can't delete these notification presets.
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to remove a notification preset and click on it.
Go to the Notification Presets tab.
Then click on the three dots next to the notification preset you want to delete.
Select Delete to permanently delete the notification preset.
Creating Event Definitions
Attention!
If you use an asset type that has been shared with you by another company, you will not be able to create event definitions.
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to create an event definition and click on it.
The panel for editing an asset type appears. Go to the Events tab.
Click the plus button to create a new event definition.
Attention!
If no event definitions have been created for this asset type, you won't see a plus button. In this case, click Add Event Definition.
Select the data source and sensor for which you want to set the event definition.
Give the event definition a descriptive name.
Click Save.
The event definition has now been created, but no thresholds (rules for the event definition) have been defined yet.
Click Edit and then Add threshold to add the first rule.
Set the event definition to your liking.
Click the Plus icon to add additional levels.
Set the threshold between two levels.
Choose the intensity of each level: Normal, Warning, Error, or Critical Error.
Click on the drop icon to set the color for this level.
By default, the highest value is at the top. If needed, click on the arrow to reverse the order.
Enter a short message: this is the notification that will be shown on the dashboard.
Enter a full message: this is the notification sent via email or SMS.
Finally, click Save all tabs. You can now close the window.
Edit event definitions
If you already have an event definition for a particular sensor, but you want to change the limit values or the intensity of the levels, you can change it at any time.
Attention!
If you use an asset type that has been shared with you by another company, you will not be able to customize event definitions.
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to customize an event definition and click on it.
Go to the Events tab.
Find the event definition you want to customize and click on it.
Then click Edit to edit the event definition.
Editing an event definition is done in the same way as creating it.
Attention!
When you change an event definition, the change applies to all assets of that type.
If the asset type is shared with another company, the adjustments also apply to that company.
Set the event definition to your liking.
Click the Plus icon to add additional levels.
Set the threshold between two levels.
Choose the intensity of each level: Normal, Warning, Error, or Critical Error.
Click on the drop icon to set the color for this level.
By default, the highest value is at the top. If needed, click on the arrow to reverse the order.
Enter a short message: this is the notification that will be shown on the dashboard.
Enter a full message: this is the notification sent via email or SMS.
You can also change the name of the event definition, if desired.
Finally, click Save all tabs. You can now close the window.
Edit event definitions for specific assets
When you edit an event definition, this change applies to all assets of that type. However, it is also possible to customize an event definition for a specific asset.
Attention!
For a specific asset, you can only adjust the thresholds.
If you want to change other aspects of the event definition (such as name, levels, or intensity), this must be done at the asset type level.
Click assets in the navigation menu.
Find the asset for which you want to customize an event definition and click on it.
Go to the Event Definitions tab.
Find the event definition you want to customize and click on it.
Tip!
If the asset follows the event definition as set at the asset type level, you'll see the Default label on the event definition.
If the event definition has been adjusted at the asset level, the Overridden label will be displayed.
Click Edit to edit the event definition.
Adjust the threshold as desired.
Finally, click Save. You can close the window.
Temporarily turn off event definitions
If you no longer want to receive notifications from a set event definition for a limited period of time, you can temporarily set this definition to inactive.
Attention!
If you are using an asset type that has been shared with you by another company, you will not be able to set event definitions to inactive.
If the asset type is shared with another company, the event definition will also be set to inactive for that company.
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to customize an event definition and click on it.
Go to the Events tab.
Find the event definition that you want to temporarily disable and click on it.
Click Edit to edit the event definition.
Turn off the Active slider to deactivate the definition.
Finally, click Save. You can close the window.
Delete event definitions
If an event definition no longer applies to your asset type, you can delete it at any time.
Attention!
If you use an asset type that has been shared with you by another company, you cannot delete event definitions.
Click Assets in the navigation menu and open the Types tab.
Find the asset type for which you want to remove an event definition and click its name.
Go to the Event Definitions tab.
Click the three dots next to name of the event definition you want to delete.
Select Delete to permanently delete the event definition.
