In the general configuration of the template there are 4 blocks that you can configure to apply to your assets:
General information
The general information consists of 3 parameters that you can optionally configure to your template:
Nominal speed. You can add the numerical value; the unit of this parameter is in Hertz.
Tachometer. To configure this parameter it is necessary that you have already added components, so that you can select in which of them the tachometer is located.
Line frequency. You can choose from the available parameters in the drop-down menu.
Processing tree
The processing tree can be configured manually by adding sensors one by one, or automatically by clicking on the "Find" button.
Automatic mode
To build the processing tree automatically, it's necessary that you add or have added assets to the template, since the search is based on the data of these assets. If you later add more assets to the template (even if it is already published), these assets will also be included in the regular expressions of the tree.
In the upper right corner, all the information about the assets that have been added to apply the template to them is displayed:
If you have already added assets to the template, just click on the "Find" button in the "Processing tree" block and the tree will be created automatically.
Once the search has been completed, you will see the automatically created processing tree with all the sensors, measurements and processes that have been found. If for some reason you need to edit any part of the tree, you can do it from the 3-dot button of each of the tree elements, which will open a menu to edit or delete each of those elements. You can also manually add any other element if you need to.
IMPORTANT: If you make changes to the automatically created tree or create one manually and then click on the " Find " button, you will lose the tree that you had edited or created manually.
Manual mode
There are 3 types of elements that can be added to a processing tree:
Sensors
Measurements. To each of the sensors you add you can optionally add the measurements you want.
Processing. To each of the measurements that are part of each sensor, you can optionally add the processing you need.
To start building your processing tree manually, click on the "Add sensor" button:
A pop-up window will open where you can configure the sensor parameters:
The 2 parameters you have to fill in are:
Name
Regular expression
If you need help to write your regular expression, you can consult the following links:
After clicking on save, you will see the sensor added in the processing tree:
You can add as many sensors as you need.
Once you have added sensors, you can optionally add to each of as many measure as you need. To do so, click on the 3-dot button of any of the sensors and select the "Add measure" option:
A pop-up window will open where you can configure the measure parameters:
In addition, you can add processings to the measures if you need to. To do so, click on the 3 dots button of any of the measures and select the option "Add processing".
A pop-up window will open where you can configure the processing parameters:
Operational status
To be able to add "operational statuses" it is necessary that you have configured the "Processing tree".
This block of the template allows you to define formulas that establish different statuses of the assets to which you apply the template. These statuses can define, for example, when your asset is "Stopped", "Running" or "Starting". Configuring this block is optional and you can add as many statuses as you need.
If the tree "Processing tree" block is empty you will not be able to add statuses and you will see this message:
Once you have added sensors in your "Processing tree", you can start adding statuses by clicking on the "Add status" button:
When you add a state, the following pop-up window will appear. Here you can add the status name (each status must have a unique name), as well as the formula that defines this status:
After clicking the "Save" button you will see your new operational status added to the list:
In the status list you can keep adding all the statuses you need, either with the "Add status" button or with the "+" icons that will add the new status just in that position.
You can also edit or delete each status by clicking on the 3-dot icon on the right side of each item:
Default alarm configuration
To be able to add or edit "default alarms" you need to publish the template. Once published, the block where you can start adding alarms will be activated.
If the template is not published you will see this message:
Once you have published the template, you can start adding alarms by clicking on the "Add Alarm" button:
After clicking on the button, a panel with the alarm creation wizard will open.
In this wizard you will have to complete the following blocks to create your alarm:
Select operational status (will appear only if the switch to use operational states is active)
Baseline configuration (will appear only if you have selected the statistical alarm type)
Select alarm type
Choose between the 3 available alarm types: fixed threshold, statistical or relative. Once you have done so, click on "Next".
Define properties parameters
In this block you need to specify the two parameters that will define the asset properties to which the alarms will be added:
Unit of measurement. Alarms will be added to all properties that have this unit of measurement. By default the "any" option is selected, which indicates that all properties will be considered regardless of their unit of measurement.
Regular expression. It's a sequence of characters that define a search pattern. Alarms will be added to all properties that match this pattern. By default, the regular expression ".*" appears, indicating that all properties are considered.
If you need help to write your regular expression, you can consult the following links:
You can leave the default settings, which will include all the properties of the assets you add to the template. Even if you use these default settings, you need to click on "Search" in order to continue with the configuration:
Once the search is complete, you will be able to see the list of properties:
IMPORTANT: This preview is created from the assets you currently have added to your template. It is the list of properties of those assets that currently match the established parameters, if you later add more assets to the template, they will be automatically included in the alarm rules.
If you make any change in the units or in the regular expression, the "Next" button is disabled again and the "Search" button is enabled again. In other words, if you make any changes to the parameters, you must perform the search again in order to continue:
When the search is finished, the list of properties matching the new parameters is displayed and the next button is enabled so that you can continue with the process.
Select operational status
In this next step you can define whether you want the alarms to be created based on the operational statuses you have defined in the template configuration block.
The "No" option is selected by default, which means that they are not customized by operating status:
If you select the "Yes" option, you will have to indicate which operating status or statuses you want to take into account:
Si seleccionas la opción “Sí”, tendrás que indicar qué estado o estados operativos quieres tomar en cuenta:
Configure alarm rules
En este bloque del asistente de configuración, es necesario que definas al menos una regla para la creación de tus alarmas. Para ello haz clic en el botón “Añádela“ o en el icono “+“:
Se abrirá una ventana emergente con el formulario para la creación de la regla de alarma. Este formulario tendrá diferentes campos a rellenar, dependiendo del tipo de alarma que hayas elejido en el primer bloque del asistente de configuración.
Una vez que hayas completado al menos los campos obligatorios del formulario y clicado en el botón “Agregar“ podrás ver la regla añadida al listado:
Puedes añadir todas las reglas que necesites clicando en los iconos “+“, dependiendo del icono que cliques, será la posición en la que se añada la nueva regla que crees.
Si por alguna razón, las reglas se solapan, siempre se tomarán en cuenta las que esté más arriba en el listado, por eso la posición de las reglas que vayas creando es importante. Puedes modificar el orden presionando y arrastrando el icono de las 3 líneas que aparece en el extremo izquierdo de cada regla.
También puedes utilizar los iconos del extremo derecho para borrar (icono de la papeleta) o editar (icono del lapiz) cada una de las reglas del listado.
Baseline configuration
Este bloque solo aparecerá en caso de que hayas seleccionado el tipo de alarma “estadística“ en el primer bloque del asistente de configuración.
Puedes dejar los parámetros por defecto o ajustarlos a lo que necesites. Una vez que hayas terminado clica en el botón “Guardar“.
Después de hacer clic en “Guardar“ verás tu nuevo configuración de alarma por defecto añadida en el listado:
En el listado puedes seguir añadiendo las configuraciones que necesites, ya sea con el botón “Añadir alarma“ o mediante los iconos “+“ que añadirán el estado justo en esa posición.
También puedes editar o borrar cada una de las configuraciones haciendo clic en el icono de 3 puntos que se encuentra en el extremo derecho de cada elemento:
En la configuración general de la plantilla existen 4 bloques que puedes configurar para aplicar a tus activos:
Estado operativo (para poder configuralo es necesario configurar antes el árbol de procesado)
Configuración de alarma por defecto (para poder configuralo es necesario configurar antes el árbol de procesado)