A fixed profile is where recent data is compared with very specific thresholds that have been manually set to determine whether the recent usage might be suspect. Depending on the period being monitored will control the granularity that the check is being performed (i.e. hourly, daily or monthly). A number of units for each time interval is specified, and if the actual usage breaches that, then the exception will be raised. This is often referred to as "spike" or "drop" identification.
For example:
- check overnight consumption against a sensitive values to determine whether a low volume of energy is being used overnight as expected
- check monthly consumption against an outline budget that was set at the start of a financial year.
Adding a Fixed Profile Strategy
The top section of the Monitoring Strategy Editor is common to all the different monitoring strategy types that can be setup. The details that need to be entered are as follows: The field is disabled and displays the Strategy Type being created Choose the importance of any notifications that are created against this strategy. Available options are: Choose from: Fixed - allows you to drag and drop individual Channels. Click here for more details Flexible - allows you to configure the set up to automatically include Channels, see below for more details Tick if you want Sigma to send summary notifications that are raised on a regular basis. Note, you can also manage a Strategy in Schedule Management Activity if an email address is added Enter email address(s) to send a summary notification to. More than one email address can be entered, and will need to be separated with a comma. Choose from Note, there are more options depending on which of the above you have chosen, see below for more details on the configuration options. It is possible to define which periodic channels the strategy should run for. This will help you ensure your strategies continue to run as your energy estate evolves and assets change/get added. Either: OR The available options are: Commodity, Data type, Unit, Site Property Keys, Meter Property Keys, Channel Property Keys. For example, the above configuration would include all Electricity and Gas Channels that have a unit set to kWh. As new channels that match these parameters are added to your estate, the monitoring strategy would automatically include them when it runs. If you want to be notified of new issues by email, you can choose how often you should get an email and who the email should be sent to. Emails will contain a summary of new notifications that have been raised since the last email was received. It will also contain a summary of all the outstanding notifications. Creating the Strategy
Monitoring Strategy Details
Field Default Details Type N/A Name Empty Enter a name - mandatory Description Empty Enter a description - mandatory Priority Low Context Fixed Status Off Choose On or Off to determine whether the system performs the checks Email Empty To addresses Empty Send to Site Contact Empty Tick if you want to send an email to the Site Contact (entered in the Site Editor) with a summary of notifications that relate to the assets on their site only. Recurrence Monthly Channel Context Configuration
A monitoring strategy can have a "context" of either:Setting up Flexible configuration:
Email Options
Fixed Profile Configuration
The bottom section allows you to set the specific fixed profile configuration to use when finding and managing your data.
Field | Default | Description |
---|---|---|
Period to Monitor | Day | This controls the granularity at which the data will be checked against the thresholds that have been set. The options available are:
|
Low Threshold | Ticked | A tickbox to indicate whether a low thresholds should be performed. This checks whether the recent data drops below the specified thresholds. |
High Threshold | Ticked | A tickbox to indicate whether a low thresholds should be performed. This checks whether the recent data spikes above the specified thresholds. |
Threshold Matrix | All values 0 | This matrix will change depending on the Period to Monitor selected. It is where the acceptable low and/or high threshold values are entered for the period of time being monitored (i.e. month of the year, day of the week, or hour of the day). |
Raise a notification after X consecutive breaches | 1 | This setting allows you to control how sensitive the check is and whether it should only alert you if the issue is a consistent problem. For example, you maybe performing a check for each day of the week. You might only want it to tell you if a problem is found 2 days in a row, in this case this would be set to "2" and it will only raise notifications if the tolerances are exceeded on two consecutive days. |
Visualiser
Once you have set the Low and High thresholds, click to give you an example. Please note this is based on sample data to help show how the checks will be performed.
The graph has 5 areas:
- Black line - the sample "actual" channel data
- Green line - the acceptable lower threshold that has been calculated based on the settings in the data monitoring strategy (if it is enabled)
- Blue line - the acceptable upper threshold that has been calculated based on the settings in the data monitoring strategy (if it is enabled)
- Green area - acceptable region (i.e. the area between the acceptable upper and lower region)
- Red area - exception region (i.e. the area between the actual data line and the acceptable upper or lower threshold regions)
The different components of the graph can be enabled or disabled, just click on the different items in the legend which sits on top of the graph on the right hand side.
The visualiser screen also allows you to change the criteria, like in the underlying Monitoring Strategy Editor. Change the settings in the top section of the Visualise Dynamic Profile popup, then click
Once you are happy with the criteria, click to return you to the Monitoring Strategy Editor. Alternatively, you can click Cancel if no changes were made.
Tip: Take note of the line at the bottom of the pop that explains what criteria you have chosen.
Click OK to save the Monitoring Strategy.
Once the Strategy has been set up, Sigma will review the data each night and create any relevant notifications in the Notifications tab