Configuring Asset List


This topic describes how application developers configure an Asset List page.

Prerequisites


  • Your account has been granted menu access to the Asset List page in the target application, and the permission points required to configure the Asset List page. Contact the OU administrator if access is not assigned.

  • The attributes, measurement points, and metrics of the target assets are registered in EnOS. If needed, you can query the registered data through the EnOS Common Data Service API.

  • You have read Explore Asset List to understand the functions of the Asset List page.

    Note

    Unified Monitoring supports custom menu names, so the actual menu name may differ from this topic. The default name Asset List is used below to refer to the Asset List menu configured in the application.

Opening Asset List Configuration


When your account has the permission point for configuring Asset List, follow these steps to open the Asset List configuration page:

  1. Select Asset List from the left navigation pane of the target application.

  2. Select Function Configurations i_function in the action bar at the upper right corner of the page to open the Asset List configuration page.


The Asset List configuration page is a three-step wizard: Basic Configurations, Asset Configurations, and Operation Configurations.

Basic Configurations


In the Basic Configurations step, you can configure the asset dimension, data type, display style, toolbar buttons, and page elements of the Asset List.

Setting Asset Dimension


Asset Dimension determines the asset level represented by each row or card in the Asset List. It is the most fundamental configuration item of Asset List, and determines which configuration items are available in subsequent steps.


Asset dimension

Description and use scenarios

Conditions and Limitations

Site

The default. Each row represents a site, for viewing the summary data of each site. Suitable for site comparison and monitoring at the group or region level, such as comparing the daily energy production of wind farms.

Supports List, Card, and Compact Card styles.

Region

Each row represents a region, for viewing the summary data of each region. Suitable for performance comparison by management region.

Supports the List style only; does not support Operation Configurations (batch actions, control, and service requests); does not support asset pinning.

Device

Each row represents a device, for viewing the operating data of devices in a site. Suitable for device-level inspection and anomaly locating, such as viewing the real-time power of all turbines in a wind farm.

Does not support the Total Row.


Switching the asset dimension resets the asset types and device types already selected in the subsequent Asset Configurations step. Therefore, after each adjustment of the asset dimension, it is recommended to recheck the configurations of all three steps.

Setting Data Type


Data Type determines the time attributes of the data that application users can view on the page. Multiple selections are supported, and at least one item must be selected.


Data type

Description and use scenarios

Conditions and Limitations

Realtime

The default. Shows the current real-time values of assets, for daily monitoring.

—

Historical

Shows data in a specified time range, for retrospective analysis.

Once selected, a time range filter is added to the top of the page for application users to specify the query range.


If both realtime data and historical data are selected, the Asset List page displays a data type switch button i_dataswitch, so that application users can monitor realtime and historical data on the same page in one stop.

Setting Style Type


Style Type determines the views that application users can switch to at runtime. Multiple selections are supported, and at least one item must be selected.


Style type

Description and use scenarios

Conditions and Limitations

List

The default. Displays assets and data fields in a table, with the highest information density. Suitable for intensive comparison of a large number of assets, summary statistics, and data export.

Only the List style supports the Total Row, export, batch actions, and batch control.

Card

Displays assets as cards, highlighting asset status and key metrics. Suitable for monitoring scenarios that focus on asset status rather than precise values.

Supports the Site dimension and the Device dimension.

Compact Card

Displays assets as cards without data fields. Suitable for the management team to quickly browse a site list.

Supports the Site dimension only.


If two or more styles are selected, the Asset List page displays a style switch button i_listtype. For the display effects of each style, see Using Asset List > Switching Display Style.

Setting Card Trend Chart


Once enabled, a trend chart of data fields is displayed in the asset card, so that application users can judge data trends without leaving the list, such as viewing the trend of energy production of each site over the last 7 days.

This item is configurable only when Style Type includes Card. The data fields, style, and time range of the trend chart need to be further configured in Card Settings > Show Chart at runtime, and each card displays at most 2 charts.


The trend chart in an asset card is shown as follows.


e_trendchart

Setting Aggregate by Region


Once enabled, application users can select Aggregate by Region on the page to group sites by their regions, and collapse or expand the sites under each region. It is suitable for scenarios with a large number of sites managed by region, and facilitates region-by-region comparison and checking.

Available only when Asset Dimension is Site and Asset Paging In is Client.

Setting Grouped by Site


Once enabled, application users can select Grouped by Site in the device list to group devices by their sites. It is suitable for querying devices across sites and avoids mixing same-name devices from different sites, such as viewing turbines of multiple wind farms at the same time.

Available only when Asset Dimension is Device and Asset Paging In is Client. Once enabled, you can configure action buttons for sites and devices separately in List Configuration > Action Button.

Configuring Toolbar Configurations


Function Button is the master switch of the toolbar. Once enabled, you can further specify which action entries are displayed on the Asset List page.


Button

Description and use scenarios

Conditions and Limitations

Search Box

Lets application users search assets by asset name or a specified attribute.

Searching by attribute requires enabling search for that attribute in Column Settings.

List Configuration

Lets application developers configure link addresses, the operation column, Non-Connection status, and asset status data.

Requires the related OU template permission points.

Save Template

Lets application users save the current filters and display configurations as a template.

Saving as an OU template requires the related OU template permission points.

Export

Lets application users export the assets and data of the current list.

Available only in the List style, and application users need the data export permission point.

Column/Card Settings

Lets application users adjust the columns displayed in the list or the data displayed in cards.

If Permission on Column/Card Settings is enabled, the corresponding permission point is also required.

Style Switch

Lets application users switch among the configured styles.

Two or more styles need to be selected in Style Type.

Metric Card Configuration

Lets application developers or application users add, edit, and delete metric cards.

Once selected, Metric Card Mode defaults to Multiple-AND (all selected conditions are satisfied).


If a button is not selected, application users will not see the entry on the page and cannot use the corresponding function. For example, if Export is not selected, application users cannot export the asset and data information on the page.

Setting Metric Card Mode


Metric Card Mode determines the filtering logic when application users select metric cards.


Mode

Description and use scenarios

Conditions and Limitations

Multiple-AND

Application users can select multiple cards at the same time, and the page only displays assets that satisfy all the selected card conditions. Suitable for narrowing down the range step by step and precisely locating abnormal assets.

The default once Metric Card Configuration is selected.

Multiple-OR

Application users can select multiple cards at the same time, and the page displays assets that satisfy any of the selected card conditions. Suitable for summarizing multiple types of abnormal status.

—

Single Selection

Application users can select only one card at a time. Suitable for scenarios where card conditions are mutually exclusive, such as classification by device status.

—


This configuration item is visible only when Metric Card Configuration is selected in Toolbar Configurations.

Setting Asset Paging In


Asset Paging In determines where asset data is loaded and paged, and is a key configuration item that affects page performance and available functions.


Paging

Description and use scenarios

Conditions and Limitations

Client

Obtains all asset data at one time and pages it within the page. Suitable for scenarios with a moderate number of assets that require global statistics and sorting.

Supports functions that depend on full data, such as Aggregate by Region, Total Row, Asset Pinning, and Metric Card Counting.

Server

Requests data from the server page by page. Suitable for scenarios with a huge number of assets or obvious performance problems with client paging.

Once enabled, Aggregate by Region, Grouped by Site, Total Row, Asset Pinning, and Metric Card Counting are all unavailable; sorting only takes effect on fields that support sorting.


Note

  • This configuration item is visible only when Asset Dimension is Site or Device.

  • When the organization structure tree uses associated resources, the page is forced to use client paging.

Configuring Other Configurations


In Other Configurations, you can configure the auxiliary elements of the Asset List page.


Setting

Description and use scenarios

Conditions and Limitations

Asset Pinning

Lets application users favorite assets and pin them to the top of the list. Suitable for scenarios where application users focus on a small number of key assets over a long period.

Disabled by default. Available only when Asset Dimension is Site or Device, and client paging is used.

Metric Card Counting

Displays the number of assets matching each condition on each metric card, so that application users can quickly judge the scale of anomalies.

Disabled by default. Available only when client paging is used.

Permission on Column/Card Settings

Once enabled, only application users with the column configuration permission point can adjust the displayed columns or cards. Suitable for scenarios requiring a unified list standard and preventing arbitrary changes by application users.

When disabled, all application users can perform Column/Card Settings.

Total Row

Summarizes the data of an entire column, supporting count, sum, average, formula, minimum, and maximum. Suitable for scenarios requiring overall statistics, such as summarizing the energy production of all turbines.

Available only when Asset Dimension is not Device, and client paging is used.

Total Row Position

Selects where the Total Row is displayed in the table, supporting Top and Bottom.

The default is Bottom. Total Row must be enabled first.

Total Row Prefix

Selects whether to display the prefix of the Total Row, such as SUM, formula, etc.

Requires Total Row to be enabled first. The Total Row prefix is displayed before the summarized data, as shown below. e_summarypre

Local Time

Displays the current time, latest refresh time, last updated time, and the total number of assets at the bottom of the page. Suitable for monitoring scenarios where data freshness needs to be confirmed.

The style is shown as follows. e_time

Theme

Sets the visual theme of the page, supporting Follow Application, Black, Green, and White.

This configuration item is not visible when Asset List is embedded as a Digital Twin Visualization (DTV) widget, and the page theme is determined by the container it is in.

Setting Refresh Interval


Refresh Interval is the time period, in seconds, at which the system automatically retrieves and updates the page data from the server. You can set refresh intervals separately for the following two types of data:

  • Realtime: data that changes rapidly and requires immediate monitoring, such as instantaneous power and real-time wind speed. A shorter refresh interval is recommended, with a value range of 3–3600 seconds.

  • Time-series data: cumulative or statistical data used for trend analysis that changes relatively slowly, such as cumulative energy production. A longer refresh interval is recommended, with a value range of 10–3600 seconds.


The refresh interval of both types of data defaults to 60 seconds.

Customizing UI Text


To meet customization needs such as project terminology display and brand exposure, you can uniformly replace some built-in terms in the Asset List page, covering both the configuration page and the runtime page. For example, replacing the standard term “site” in batches with the business term “park” or “power station”.


Follow these steps to configure the UI text:

  1. Find Customize UI Text in the Basic Configurations step page.

  2. Select + Add, and select or enter a key in the Key column. Each key can be configured only once.

  3. View the text to be replaced in the Default Text column.

  4. Enter the replacement text in the Customized Text column, with internationalization input supported.


After configuration, the default text on the page will be uniformly replaced with the customized text. Names entered separately in subsequent steps (such as column display names and action button names) are not affected.

If the page previously used the legacy Site Name configuration item, the configuration will be automatically converted to the corresponding UI text configuration after the upgrade, without manual migration.

Asset Configurations


In the Asset Configurations step, you can specify the scope of assets that can be displayed on the Asset List page, and the filters available to application users.

Setting Asset Scope


Setting

Description and use scenarios

Conditions and Limitations

Asset Type

The asset types that can be displayed on the Asset List page, such as wind power and solar power. For example, when the region list needs to display wind, hydro, and solar sites in sequence, you can select these three types.

Required. After multiple types are selected, you can drag the sort icon on the left of each type to adjust the display order, which is also the order of options in the filter.

Device Type

The device types that can be displayed on the device list page, such as wind turbines and meters.

Required when Asset Dimension is Device. The candidate range is linked with the selected asset types; after the asset types are adjusted, the system will automatically add or remove the corresponding device types. Drag sorting is supported.

Multi-Site Device Query

Lets application users query devices under multiple sites at the same time. Suitable for scenarios of comparing similar devices across sites, such as viewing the power of turbines in multiple wind farms at the same time.

Available only when Asset Dimension is Device. Once enabled, the query range is significantly expanded, which may affect page performance. It is recommended to use it together with Grouped by Site and evaluate the data volume.


Note

Asset types and their names are determined by the business object types in the EnOS Common Data Service. To define other asset types, contact the system administrator.

Configuring Asset Type Filter


Once enabled, application users can filter the assets on the page by asset type.


You can configure how asset types are displayed in the filter in Display Name:

  • By Type: displays the type name of the asset model. Taking wind power as an example, “Wind Farm” is displayed in the filter.

  • By Industry: displays the name of the business field the asset belongs to. Taking wind power as an example, “Wind Power” is displayed in the filter.


Use scenario: when the business terms familiar to application users differ from the model names, use this configuration item to align the business standard.

Configuring Asset Filters


Filter

Description and use scenarios

Conditions and Limitations

Site Filter

Lets application users filter assets by site.

Takes effect only when Asset Dimension is Site or Device.

Region Filter

Lets application users filter assets by region.

Takes effect only when Asset Dimension is Region.

Device Type Filter

Lets application users filter devices by device type.

Takes effect only when Asset Dimension is Device, and is enabled by default.

Device Filter

Lets application users filter specific devices.

Takes effect only when Asset Dimension is Device.


For how application users use the filters, see Filtering Assets.


After Device Type Filter is enabled, the following items can be further configured:


Setting

Description and use scenarios

Conditions and Limitations

Filter Type

Selects the display form of the filter, supporting Dropdown and Grid Button. When the number of device types is small (such as 2–5), using grid buttons can save one click; when there are many types, the dropdown is recommended.

The default is Dropdown.

Selection Method

Selects whether application users can select single or multiple device types. Use multiple selection when data of multiple device types needs to be compared at the same time.

The default is Single Selection. Multiple Selection is available only when client paging is used.

Filter by asset

Narrows the selectable range of device types according to the assets already selected by application users, so as to avoid device types that do not exist in the current site.

Available only in the combination of client paging + flat asset tree + single device type selection.


After Device Filter is enabled, you can further configure Asset Tree Style:

  • By List: displays the devices in sites flatly by asset type. Suitable for scenarios with a simple device hierarchy that require quick locating.

  • By Hierarchy: displays devices by inheriting the hierarchical relationship of the organization structure in Application Portal. Suitable for scenarios with parent-child device hierarchies (such as a turbine and its components).

Synchronizing Assets


Once enabled, when application users jump from Asset List to other monitoring pages, the target page will select the assets already selected on the current page by default. After locating an abnormal device in Asset List, you can jump to the curve tool or Common KPI Inquiry to continue the analysis without reselecting assets. For example, if “Turbine-1” and “Turbine-2” are selected in Asset List, the data of these two turbines will be displayed automatically when Common KPI Inquiry is opened.

Operation Configurations


In the Operation Configurations step, you can open up batch actions, asset control, and service request capabilities for application users.

Operation Configurations are not supported when Asset Dimension is Region.

Configuring Batch Action


Batch Action allows application users to select multiple assets and jump to a specified page through a custom button to perform business operations, such as batch issuing work orders.


Follow these steps to configure batch actions:

  1. Enable Batch Action, and select the site types or device types that support batch actions.

  2. In Batch Action, select Add, and configure the following information.


    Field

    Description

    Conditions and Limitations

    Action Button Name

    The display name of the button on the page, with internationalization input supported.

    Required.

    Max Actions

    The maximum number of assets that can be selected for a single batch action.

    The value range is 1–200, and the default is 200. It should be set according to the processing capacity of downstream systems.

    Link Type

    The way the target page is opened, supporting Open in new page, Open in same page, Open in bottom drawer, Open in right drawer, and Open in centered pop-up.

    The drawer and pop-up forms prevent application users from leaving the current list, and are suitable for scenarios where further checking is needed after the operation.

    Link Address

    The address of the target page.

    Required.

    Batch Criteria

    Specifies an attribute as a constraint; assets can be selected together for an operation only when the value of this attribute is the same.

    Suitable for scenarios where operation parameters depend on asset attributes, for example, only allowing devices of the same model to receive configuration together. When application users select assets with different attribute values, the page will prompt that they cannot be operated together.


  3. If multiple buttons need to be configured, repeat step 2. Drag the sort icon on the left of a button to adjust its display order. A single Asset List page supports up to 3 batch action buttons.

Configuring Control


Asset List can integrate the control panel in Cluster Control to achieve the integration of asset monitoring and control.


Setting

Description and use scenarios

Conditions and Limitations

Single Control

Lets application users control assets one by one. Once enabled, application users can select the Control button in the Actions column to open the control panel.

You need to select asset types that support single control in Site/Device Types.

Batch Control

Lets application users control assets in batches. Once enabled, application users can select Batch Control i_batch on the page to open the control panel.

You need to select asset types that support batch control in Site/Device Types, and set Max Controls. Only the List style supports batch control, and application users need the asset control permission point.


Note

Max Controls should be set according to the site or device scenario and the processing capacity of downstream systems, so as to avoid control instruction accumulation caused by selecting too many assets at one time.

Configuring Send Service Request


Once enabled, application users can quickly send asset service requests (SR) while monitoring assets. Application users can select the Send Service Request button in the Actions column to open the service request page.


You need to select asset types that support sending service requests in Site/Device Types. Only assets of the selected types will display this button.

Configuring List Configuration


List Configuration is used to define the link addresses, the operation column, Non-Connection status, and asset status data of assets. This entry is located on the Asset List runtime page, and is visible only after List Configuration is selected in Basic Configurations > Toolbar Configurations.

Configuring Action Buttons


The operation column is located at the far right of the list, for placing custom action buttons, so that application users can quickly perform specific operations or open specific pages.


Follow these steps to configure the operation column:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select List Configuration i_link, and select the Action Button tab.

  3. Select Add Action, and configure the following information.


    Field

    Description

    Conditions and Limitations

    Action Name

    The display name of the action button, with internationalization input supported.

    Required.

    Link Type

    The way the action page is opened, supporting Open in new page, Open in same page, Open in bottom drawer, Open in right drawer, and Open in centered pop-up.

    When a drawer or pop-up is selected, the size can be further configured, with the same value range as the link address.

    Link Address

    The address of the target page.

    Required.


  4. Select OK.


Note

  • A single Asset List page supports up to 3 action buttons.

  • When Asset Dimension is Device and Grouped by Site is enabled, action buttons can be configured separately for site rows and device rows.

  • The width of the operation column will be adjusted automatically according to the number of buttons and the length of names.


The action buttons on the Asset List page are shown as follows:

../../_images/assetlist_namelink.png

Configuring Non-Connection


The Non-Connection status is used to mark that an asset has lost its data connection with the EnOS cloud.


Follow these steps to configure the Non-Connection status:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select List Configuration i_link, and select the Non-Connection tab.

  3. Configure the following information.


    Field

    Description

    Conditions and Limitations

    Show Non-Connected Status

    Once enabled, the measurement points and metrics of non-connected assets will be marked in gray, and the data of these assets will not participate in summaries or sorting.

    When disabled, the related assets are displayed normally and participate in summaries and sorting. Suitable for scenarios where disconnected assets need to be excluded to avoid polluting statistical results.

    Define Non-Connection Status

    Selects a data field for each asset type and enters a characteristic value. When the value of that data field of an asset equals the characteristic value, the system determines that the asset is in the Non-Connection status.

    It needs to be configured separately for each asset type to be determined.


  4. Select OK.


After Show Non-Connected Status is enabled, the devices in the Non-Connection status in the Asset List are shown as follows.


../../_images/assetlist_nocon.png

Configuring Asset Status Data


Asset status data is used to centrally display the status measurement points of an asset on the asset card, such as the running, stopped, and fault status of a device.


Follow these steps to configure asset status data:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select List Configuration i_link, and select the Asset Status Data tab.

  3. Configure the following information.


    Field

    Description

    Conditions and Limitations

    Status Data

    Selects the status measurement points to be displayed in cards.

    If the card style is not supported, the system uses the default status data.

    Show Data Name

    Displays the data field name before the status value in cards.

    Suitable for scenarios where multiple status data are configured and their meanings need to be distinguished.

    Show Status Statistics

    Counts and displays the number of assets in each status.

    Suitable for quickly judging the scale of assets in a certain status.


  4. Select OK.


This configuration item is visible only when Style Type includes Card, and Asset Dimension is not Region.

Configuring Metric Cards


Metric cards are located above the list or card area, and are used to save a set of data field conditions for application users to filter target assets with one click.


Follow these steps to configure metric cards:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select Metric Card Configuration i_card.

  3. Select Add Metric Card, or hover the cursor over an existing card and select the edit icon i_edit_t, and then configure the following information.


    Field

    Description

    Conditions and Limitations

    Metric

    Selects 1–2 data fields for filtering assets, and configures the logical operator and threshold for each respectively; the two conditions can be specified with an “AND” or “OR” relationship. For example, setting Active Power < 10MW or Power Ratio < 10% filters all assets whose active power is less than 10MW or whose power ratio is less than 10%. Enumeration data fields only support filtering by enumeration value equality.

    Candidates come from the data fields of the current time type available in the current list columns, card data fields, and card status data, excluding the asset name column and the operation column. The Region dimension does not support DI data fields; with server paging, the data fields also need to support the corresponding filter operators, and some data types are restricted. Up to 2 metrics can be added.

    Card Color

    Sets the display color of the metric card, affecting the background and border of the normal, hover, and selected states, as well as the color of text and counts.

    The default is blue. It is always configurable; it does not affect the filter conditions, candidate data fields, or filtering results.

    Show Data Name

    Controls whether the enumeration-type metric card displays the data field name before the enumeration value. Once enabled, “Data field name: enumeration value” is displayed; once disabled, only the enumeration value is displayed.

    Displayed only when the selected metrics include enumeration data fields. Disabled by default. The name cannot be customized or entered with internationalization here; the name is resolved according to the data field metadata and the page display language.


  4. Select OK to add the card to the page.

  5. (Optional) To delete a card, hover the cursor over the card and select the delete icon i_remove.

  6. Select OK.


Note

The filtering logic when application users select metric cards is determined by Basic Configurations > Metric Card Mode. Once Metric Card Counting is enabled, the number of matching assets will also be displayed on the card.

Saving an OU Template


When all application users under this OU open the Asset List, the page will load the OU template by default. The OU template contains the following information:

  • Current style and column/card settings

  • Metric cards

  • Filters

  • Table column widths and asset sorting


Follow these steps to save the current page configuration as an OU template:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select Save Template i_save.

  3. In Template Type, select OU Template.

  4. Select Save.


Note

Saving an OU template requires the related OU template permission points. Application users can save a personal template based on the OU template. For more information, see Saving Templates.

Publishing the Asset List Page


Follow these steps to publish the configured Asset List page, so that application users can view the page and use the corresponding functions in the application:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select Function Configurations i_function to open the Asset List configuration page.

  3. Select Publish.

  4. In the pop-up, enter the modification description of this release and other content as the Remarks.

  5. Select OK.


Note

Before publishing, make sure that at least one data type, one style type, and one asset type have been selected; when Asset Dimension is Device, at least one device type also needs to be selected; the enabled operation items need to have the corresponding applicable asset types configured. Otherwise, the page cannot be published.

Restoring Historical Versions


The version history list contains information such as the version number, modifier, modification time, and remark of published pages. If you need to use a previous Asset List page, follow these steps to restore the current page to a historical version:

  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select Function Configurations i_function to open the Asset List configuration page.

  3. Select History Version to open the version history list.

  4. In the list, select Restore for the corresponding version. The version history list keeps at most the latest 100 historical records.

  5. Select OK in the pop-up.

Exporting or Importing a Page


Asset List supports exporting or importing the following contents in the form of JSON files, to achieve the migration and reuse of the same page:

  • Page function configuration

  • Asset and data field configuration

Exporting a Page


  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select Function Configurations i_function to open the Asset List configuration page.

  3. Select Import/Export > Export, and the browser will download the configuration file automatically.

Importing a Page


  1. Select Asset List from the left navigation pane.

  2. On the Asset List page, select Function Configurations i_function to open the Asset List configuration page.

  3. Select Import/Export > Import.

  4. In the pop-up, select Upload to upload the JSON configuration file.

  5. Select OK.

Configuring URL Parameters


In addition to the above configurations, application developers can enable or disable page functions by configuring the parameters in the menu URL, such as specifying the asset dimension of the page, the default selected assets and device types, and the available filters. For more information, see URL Parameters.