About this task
- You can perform this task in SCT or the online Site Management Portal UI for the Site Director.
- See the Summary Definition Editor section for information on the editor and attributes appearing on the Summary Definition.
- In the Summary Definitions folder of the All Items tree, double-click the Summary Definition. The Summary Definition appears in the display panel.
- On the Summary Definition tab, click Edit.
- In the Label text box, enter the text to display as the label for the row header column (that is, the first column that contains the user view items). Leave the label blank for an empty heading.
Add, remove, and rearrange columns in the table:
Note: You can define up to a maximum of seven columns. The Add button is disabled if seven columns already exist. You must define a minimum of at least one column.
Click the Add/Plus icon to add a column at the end of the column configuration table.
Select a column by clicking the column header and click the Remove/Minus icon to remove it from the table.
To change the order of the columns, select a column and drag it to the desired placement.
- In the Column Heading text box, enter the text to display as the label for the column header (maximum of 50 characters).
In the Child Item text box, leave this field blank to display an attribute of the row item, or add a child item name using any of the following methods:
- Enter the name of the child item to display.
- Select an item in the All Items tree, user view, or other view (for example, global search results table) and drag it to the Child Item text box. This functionality is not available in the Create New Summary Definition wizard.
- Click the browse button. The Select Item dialog box appears. Select an item name and click OK.
- The child item is just an item name, not a Fully Qualified Reference (FQR).
- You can define an unlimited number of item names in a comma-delimited list.
- You can define an unlimited amount of wildcards. The first item found that matches this item name pattern is displayed in the Tailored Summary view column. See the table footnote in the Summary Definition Tab section for more information on wildcards.
Prior to Release 5.0, the Name attribute of extensions was typically labeled Present Value. When you create an extension at Release 5.0 and later, the Name attribute automatically includes the extension type in the label (for example, Alarm - JCI System Status or Trend - Memory Usage).
If you select the Name attribute of an alarm or trend extension created at a previous release for the attribute, we recommend renaming the Name attribute to indicate the type of extension so that it is apparent in the Tailored Summary view (for example, Present Value versus Alarm - Present Value or Trend - Present Value). Perform a global search and global modification to add Alarm or Trend to the name; then define the Tailored Summary Child Item as *Alarm* or *Trend* (see Global Search and Modify Dialog).
Another option is to add *Present Value* as a filter to the Child Items in the summary definition. This option makes the existing trend extension names compatible if the default name of Present Value was used. This option is a quick modification to the summary definition only so the existing trend extensions do not require modification.
In the Attribute text box, select the attribute to display as follows (only when selecting an attribute other than the default attribute):
- Click the browse button. The Select Column Attribute dialog box appears.
- In the Attribute Filter list box, select a filter category. The attributes of that type appear in the Attribute list box. If you filter on Alarm, for example, the alarm attributes appear in the list for selection.
- In the Attribute list box, select an attribute.
- Click OK.
- To display the default attribute of the row item, leave the Attribute box set to Default (Attribute Filter: Common Attributes and Attribute: Default).
- See the Tailored Summary Attributes section for more information on this dialog box and examples.
- Click Save.
- On the Focus tab, click Edit.
- Make the necessary attribute changes (for example, define the Key Data following the instructions in Defining Key Data).
- Click Save.