Create a notification rule template

You can create a new notification rule template for an existing element template in PI System Explorer. You can also convert an existing notification rule into a notification rule template by right-clicking on the notification rule and selecting Convert to Template.

For a detailed sample, see Learn about notification rules for analyses or event frames.

1. In the navigator pane of PI System Explorer, click Library.

2. Select Templates > Element Templates.

3. Select the specific element template where you want to create the notification rule template.

4. Click on the Notification Rule Templates tab.

   The tab lists the notification rule templates already defined for the selected element template.

5. Create a new notification rule template for the selected element template.

   If no notification templates exist, click Create a new notification rule template to create the first one. Otherwise, click the New Notification Rule Template icon to create a new notification rule template.

6. Enter information to identify the notification rule template.

   • Name

     The name that uniquely identifies this notification rule template.

   • Description

     Optional text that describes the notification rule template.

   • Categories

     Optional category that you can assign to the notification rule template. Click the list and select the check box next to the category you want to assign, or click New to create a new category.

7. Configure trigger criteria for the notification rule template.

   For specific instructions, see Learn about trigger criteria in notification rules.

8. Click on Manage Formats to customize the message that is sent with the notification.

   For specific instructions, see Delivery formats in notification rules.

9. Click on View/Edit Subscriptions to configure subscriptions.

   For specific instructions, see Understand subscriptions in notification rules.

10. Click Check In to save the changes.