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How to

How to


Products: AS-B, Edge Server, Enterprise Central, Enterprise Server, AS-P, Virtual Project Servers
Functionalities: Alarms
Product version: 2023, 2024
10/2/2024

Configuring a Notification Report Template

You configure a notification report template to get a notification report when an alarm or a variable triggers a notification.

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You can configure notification reports to include important information on the EcoStruxure BMS. Notification reports are distributed when a notification is triggered.

 
action_zoom_plus_stroke Notification report
Figure: Notification report

The notification report content is configured in a notification report template that can be used and reused in notifications.

You define the content of a notification report by configuring the following information:

  • Alarms

  • Events

  • Groups

  • Multi Log list

  • Properties

  • Trend Log records

  • Users

  • Watch View properties

  • And also Search results

The notification reports can be generated in text format, XLSX format and also in PDF format.

The maximum number of trend, multi-trend log list, event and alarm records is 5,000 on Automation Server and 100,000,000 on Enterprise Server and Enterprise Central.

The notification report template text can consist of any printable characters, blank spaces, line feeds, and substitution codes. For more information, see Text Formatting .

A substitution code for notifications has the form @([property]) where [property] is replaced by one of the alarm properties. For example, you configure a write to file notification that is sent when an alarm is triggered. For notification text, you write "The room became too hot at @(TriggeredTimestamp)". If the alarm is triggered at the time 2015-02-12 13:51:36, the notification file will contain the text: "The room became too hot at 2015-02-12 13:51:36."

The notification report template in XLSX consists of XML translation of substitution codes. For more information, see XML Notation for Substitution Codes in XLSX Report Template .

You configure data type groups for the events, properties, search results, trend logs, and Watch View properties you want to include in the notification report template. The data type group names become substitution codes that you can add to the notification report template. A data type group can be, for example, a list of trend log values or properties.

You can use Quick filter to find a specific substitution code in a list of available substitution codes.

An auto-complete feature helps you complete the name of a substitution code when you start typing. You can add a substitution code to the notification report template text by dragging it from the list of substitution codes.

By default, when a notification report is triggered it attempts to retrieve all the values and log data for up to 5 seconds. The timeout property is configurable.

Absolute Path or Relative Path to the Objects Connected to the Trend Log or Property

You can configure events, properties, search, trend logs, or Watch Views to point to a specific object (absolute path) or to be relative to an object (relative path).

When used in an alarm triggered notification, a relative path is relevant only when there are several identical structures of objects, for example, folders representing room or a devices. The contents of the report depend on which alarm in the structure that triggered the notification.

When used in a variable triggered notification, you can configure the path the notification report is generated relative to.

Important:

If you have more than one Relative Trend Log or Relative Properties data type group in the same notification report, you can only have one relative reference point for them all.

Example:

A notification report template including a trend log with a relative path to an alarm is used, 'Room 1'. There are two more folders in the system with content identical to the contents of the 'Room 1' folder. When an alarm is triggered in 'Room 3', the trend log data related to the triggered alarm in 'Room 3' is presented in the notification report.

Important:
  • If you use an absolute path for the property, you can move or rename the property without any data loss when the notification report is generated.

  • If you use a relative path for the property and move or rename the property, you will lose data when the report is generated.

 
action_zoom_plus_stroke Notification report with a relative path to the objects connected to the trend log or property
Figure: Notification report with a relative path to the objects connected to the trend log or property

Alarms Substitution Codes

Alarms substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the alarms that are included in the notification report.

For more information, see Alarms Substitution Codes .

Events Substitution Codes

Events substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the events that are included in the notification report.

For more information, see Events Substitution Codes .

Groups Substitution Codes

Groups substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the groups that are included in the notification report.

For more information, see Groups Substitution Codes .

Multi Log List Substitution Codes

Multi Log list substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the multi log list that are included in the notification report.

For more information, see Multi Log List Substitution Codes .

Properties and Watch View Properties Substitution Codes

Properties and watch view properties substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the properties or watch view properties data that are included in the notification report.

For more information, see Properties and Watch View Properties Substitution Codes .

Trend Log Records Substitution Codes

Trend log records substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the trend log records.

For more information, see Trend Log Records Substitution Codes .

Users Substitution Codes

Users substitution codes represent the information you want to display when a notification report is triggered. The information is dynamically filled in from the users that are included in the notification report.

For more information, see Users Substitution Codes .

Date and Time Formatting

You can customize how date and time are presented in a notification text or a notification report text.

For more information, see Date and Time Formatting  .

Text Formatting

You can customize the presentation of decimals, value types, width, and alignment in a notification text or a notification report text.

For more information, see Text Formatting .

Notification Report Example 1

In the example EcoStruxure BMS, we have created Building A and Building B with a number of identical rooms. Building A has three rooms: Room 1, Room 2, and Room 3. Building B has three rooms: Room 1, Room 2, and Room 3. Each room has a value and a trend log that logs the room temperature. Each room also has a value and a trend log that logs the CO 2 percentage in the air. The values are connected to alarms.

For more information, see Notification Report Example 1 .

Notification Report Example 2

In the example EcoStruxure BMS, we have created Building A and Building B with a number of identical rooms. We have also created a folder for the repeption area in Building A. In the Reception folder, we have created an analog value and a trend log that logs the temperature in the reception area. The value is connected to an alarm. A notification report that contains the log data is to be displayed in a web browser when a user manually triggers the notification.

For more information, see Notification Report Example 2 .

To configure a notification report template
  1. In WorkStation, in the System Tree pane, select the notification report template you want to configure.

  2. In the Notification Report Template view, configure the properties:

    Table: Notification Report Template Properties

    Property

    Description

    Report data

    Use Report data to add, edit, or remove data type groups to the notification report template.

     
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    Add  

    Click to add a report data type to the notification report template.

     
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    Edit  

    Click to edit the properties of the selected report data type.

     
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    Remove  

    Click to remove the selected report data type.

    Report text

    Enter text to include in the notification report template.

    First day of week

    Select the day to be set as the first day of week.

    Time zone

    Select the time zone for the notification reports.

    Timeout(s)

    Enter the number of seconds the notification attempts to fetch values from the EcoStruxure Building Operation database before canceling.

  3. On the File menu, click Save .

You can use the notification report template in a notification.

  • Notification Reports
  • Creating a Notification Report Template
  • Notifications
  • Automation Server Sends Empty Email Notification