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CONTENTS:
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Lesson 5
Lesson 6
Lesson 7
Lesson 8
Configuring Totalizers
Lesson 9
Lesson 10
Lesson 11
Lesson 12
Lesson 13
Lesson 14
Using BatchView
Lesson 15
Lesson 16
Lesson 17
Lesson 18
Lesson 19
Lesson 20
Lesson 21
Lesson 22
Lesson 23
Lesson 24
Lesson 25
Lesson 26
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Lesson 27
Lesson 28
Lesson 29
Lesson 30
Lesson 31
Lesson 32
Lesson 33
Lesson 34
Lesson 35
Appendix A
Appendix B
Appendix C
Appendix D
Appendix E
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Lesson 1
Installing FactoryTalk Historian (Version 2.1)
What You Will Learn
FactoryTalk Historian SE
FactoryTalk Historian SE is a scalable and integrated solution. It redefines the options for
manufacturers who want to maximize their ability to collect and analyze process data. Use
FactoryTalk Historian to capture data across your enterprise while serving the data to plant
applications. This allows for fast and reliable data capture at the controller level and at high
speeds and low intervals.
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FactoryTalk Historian SE provides the capability to collect, store, analyze, and visualize data
using a powerful engine and a set of reporting tools such as time-series trends, bar charts,
piecharts, pareto and tabular trends, and an easy method of generating reports using Microsoft
Excel. It also uses compressed storage data algorithms to contain a vast amount of data in a small
format. You can retrieve data spanning a long or short time span quickly. FactoryTalk Historian
SE is closely integrated with the following Rockwell Automations FactoryTalk Services
Platform and Applications.
FactoryTalk Audit: All FactoryTalk Historian server auditing messages are stored and
available in the FactoryTalk central Audit database.
Ordering Information
FactoryTalk Historian Servers include:
Data point-limited license (either FactoryTalk Live Data or 3rd Party)
One single-user FactoryTalk Historian DataLink (Excel Add-In) license
One RSLinx Enterprise license
FactoryTalk Adminstration Console
Updated TrendX object for FactoryTalk View SE to display FactoryTalk Historian data
FactoryTalk Historian servers ship with FactoryTalk Activation, and do not include an activation
diskette. Instructions for activating software via the Internet are included. FactoryTalk Historian
2008 Rockwell Automation, Inc. All rights reserved.
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server licenses are additive. For example, if 1400 Reporting Tags are required, purchasing and
installing both a 500 and 1000 Reporting Tags license on a single server will activate as a 1500
Reporting Tags server.
Server connections are separated in two types: one for connecting to Rockwell Automation data
sources, primarily through FactoryTalk Live Data, and one for connecting to third-party data
sources using OPC or any of the 450 native connectors for the historian.
Catalog Number
9518-HSERA500
9518-HSERA1K
9518-HSERA2K5
9518-HSERA5K
9518-HSERA10K
9518-HSERA20K
9518-HSERA50K
9518-HSERA100K
Description
FactoryTalk Historian Site Edition 500 Live Data Tags
FactoryTalk Historian Site Edition 1,000 Live Data Tags
FactoryTalk Historian Site Edition 2,500 Live Data Tags
FactoryTalk Historian Site Edition 5,000 Live Data Tags
FactoryTalk Historian Site Edition 10,000 Live Data Tags
FactoryTalk Historian Site Edition 20,000 Live Data Tags
FactoryTalk Historian Site Edition 50,000 Live Data Tags
FactoryTalk Historian Site Edition 100,000 Live Data Tags
Catalog Number
9518-HSE3RD500
9518-HSE3RD1K
9518-HSE3RD2K5
9518-HSE3RD5K
9518-HSE3RD10K
9518-HSE3RD20K
9518-HSE3RD50K
Description
FactoryTalk Historian Site Edition 500 Third Party Data Tags
FactoryTalk Historian Site Edition 1,000 Third Party Data Tags
FactoryTalk Historian Site Edition 2,500 Third Party Data Tags
FactoryTalk Historian Site Edition 5,000 Third Party Data Tags
FactoryTalk Historian Site Edition 10,000 Third Party Data Tags
FactoryTalk Historian Site Edition 20,000 Third Party Data Tags
FactoryTalk Historian Site Edition 50,000 Third Party Data Tags
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Description
FactoryTalk Historian ProcessBook Authoring Client Single User
FactoryTalk Historian ProcessBook Authoring Client Concurrent
FactoryTalk Historian DataLink Excel Reporting tool Single User
FactoryTalk Historian DataLink Excel Reporting tool - Concurrent
Description
FactoryTalk Historian ProcessBook Client License for View SE
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Description
EVT interface to FactoryTalk Batch 1 unit
EVT interface to FactoryTalk Batch 3 unit
EVT interface to FactoryTalk Batch 10 unit
EVT interface to FactoryTalk Batch 30 unit
EVT interface to FactoryTalk Batch 60 unit
BatchView add-in for FactoryTalk Batch Database single user
BatchView add-in for FactoryTalk Batch Database concurrent license
System Requirements
The hardware and software required with FactoryTalk Historian Site Edition depends on the
demands an application places on the system. The greater the demand, the more powerful a
system is required. For large or complex applications, use computers with faster CPUs and more
RAM. In any application, faster CPUs and more RAM will result in better performance. In
addition, there should always be sufficient disk space to provide virtual memory that is at least
twice the size of the physical RAM.
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Operating Systems:
Microsoft Windows 2003 Server with Service Pack 1 or later
Microsoft Windows 2000 Server with Service Pack 4 or later
Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing
purposes only)
FactoryTalk Historian Site Edition Interface Node
Operating Systems:
Microsoft Windows XP Professional with Service Pack 2 or later
Microsoft Windows 2000 Professional with Service Pack 4 or later
Microsoft Windows 2003 Server with Service Pack 1 or later
Microsoft Windows 2000 Server with Service Pack 4 or later
FactoryTalk Administration Console
Operating Systems:
Microsoft Windows XP Professional with Service Pack 2 or later
Microsoft Windows 2000 Professional with Service Pack 4 or later
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Operating Systems:
Microsoft Windows XP Professional with Service Pack 2 or later
Microsoft Windows 2000 Professional with Service Pack 4 or later
Note: FactoryTalk Administration Console is tested on operating systems installed from original
Microsoft media only. Some Microsoft operating system service packs and hot fixes are not
compatible with FactoryTalk Historian Site Edition. To find out if there are any problems with a
particular Microsoft update, click the "FactoryTalk Historian SE Operating System and Service
Pack Compatibility" link in the Rockwell Automation Knowledgebase
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Architecture Examples
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The third virtual machine image is called VM-HIST-1. This image will be loaded with the
FactoryTalk Historian server software. It is already loaded with the following software products:
FactoryTalk Services Platform
FactoryTalk Activation Client
Microsoft Excel
FactoryTalk Historian Server
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Exercise:
Part A - Install the FactoryTalk Historian Server Component
At this point we are ready to install the FactoryTalk Historian server component on the VMHIST-1 image. This image is pointing to the FactoryTalk Network Directory located on VMDATA-1.
Note: This portion of the installation may have already been done on your computer.
Verify with your instructor if you should complete these steps or skip to the next section.
1. Verify that you are on the VM-HIST-1 image by checking for the following in the upper-left
corner:
3. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Instructor
will provide specific path to supplemental class files)
4. Select the Install FactoryTalk Historian Site Edition option:
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5. Click Next
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7. Proceed through the wizard until you get to the point where you are asked for your product
serial number. User the serial number: 1234567890
8. Proceed through the wizard and select the Historian Server Installation type:
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9. Verify that you have selected the Server installation by checking that the FactoryTalk
Historian Server component is listed in the New or Upgraded Components list and
then click Install: This will install all of the components.
10. If the following dialog box appears, select Next to start installing MSXML Parser (note
that if MSXML Parser is already installed by other software on the computer the following
several installation procedures will be skipped):
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11. Select that you accept the terms and click Next.
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15. When prompted, make the following FactoryTalk Activation installation selections:
a. DEselect Install FactoryTalk Activation
b. DEselect Specify FactoryTalk Directory Server location
c. Click Finish
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3a. If not, you could click on the Add button (dont do this if they are already
there):
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3b. Click on the Windows Administrators group, and click the OK button:
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2. On the VM-HIST-1 image, we want to adjust the default connection timeout setting. Launch
the AboutPI-SDK utility:
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4. Change the Connection Timeout to 30 seconds and click the Save button. Note we
are using 30 seconds for training purposes. In your actual applications you may set this value
lower or higher:
5. Check the VM-HIST-1 check box and verify the connection and click Close
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Verify Current and Archived Data using the System Management Tools
1. Do the following steps
From the Start Menu select Programs>Rockwell Software>FactoryTalk
Historian>System Management Tools
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4. Notice that network application data servers are not fully configurable from this image since
RSLinx Enterprise has not been installed locally:
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5. Expand the System - Connections tree. Right-click on the Historical Data folder and
select the New Historian Server Connection entry.
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7. Verify that the server was found and then click the Finish button. Do NOT click Next.
Note: The Next box will open the Auto Discovery wizard which we will use in a future
lesson.
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9. The following dialog box will show a description and Server of VM-HIST-1 listed.
10. Click the Licensing tab, enter 1 in the Assigned box for FHLD 2500 (the 2500 tag license
that is installed and has been found on the FactoryTalk Activation Server). Then, click OK.
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11. Verify that the Production Historian and FTLD1 interface now show up under the
Historical Data folder: Right mouse click on FTLD1 and select Properties
12. In the Service Status section, notice default Startup Type is Automatic. Then, click the
Start button; wait until Started appears under Service Status, and finally the OK
button.
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17. To ensure that the FactoryTalk Historian Server detects licenses, refreshes
configurations done to this point, etc, select Stop FactoryTalk Historian SE system
(from Start All Programs Rockwell Software FactoryTalk Historian SE).
18. Once all the services stop, select Start FactoryTalk Historian SE system (from Start
All Programs Rockwell Software FactoryTalk Historian SE) and wait for all the
services to start again before continuing.
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2. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Ask
instructor for exact location)
3. Select the Install FactoryTalk Historian Site Edition option:
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4. Click Next
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6. Proceed through the wizard until you get to the point where you are asked for your product
Serial Number. User the serial number: 1234567890 and click Next.
7. Proceed through the wizard and select the FactoryTalk Historian Interface Installation
type and click Next:
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8. Verify that you selected the correct setup type by verifying the two entries in the New or
Upgraded Components list and then click Install: This will install all the components.
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10. Continue through the wizard until the following activation dialog appears. Make the
following FactoryTalk Activation installation selections:
o DEelect Install FactoryTalk Activation
o DEselect Specify FactoryTalk Directory Server location
o Click Finish
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4. Right-click on the newly registered Production Historian and choose the New Data
Collection Interface option:
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5. Using the drop-down boxes, change the Computer hosting the interface to VM-DATA-1,
then click Apply.
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6. Use the Start button to start the remote data collection interface service. Click OK
when finished:
7. Verify that the FTLD2 interface is now displayed under the Production Historian:
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4. In the network tree, right-click on the InstaSoap area and choose the Add Individual
Historian Points context-menu entry:
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5. Select the FLD2 data collection interface, then click the Browse Tags button.
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9. Change the Connection Timeout to 30 seconds and then click the Save button. Note
that the Connection Timeout setting may be more or less in your own applications::
10. Check the box next to VM-HIST-1 and confirm you can connect. Close the Connection
Manager application and then close the About PI-SDK application.
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3. If not already selected, click on the VM-HIST-1 checkbox in the upper-left corner of the
screen:
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7. From the interface combo box Select the FTLD2 (FTLData2) VM-HIST-1
9. On the Choose Buffer Type section, click the radio button for Enable buffering with PI
Buffer Subsystem and click the Yes button on the confirmation dialog:
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10. Wait until the status box shows Current Configuration: Good and then click on the
Buffered Servers configuration section:
11. In the Buffering to collective/server drop-down, select VM-HIST-1 and then click the
OK button:
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12. Read the dialog box that appears and click Yes:
13. Back in the main ICU dialog, click on the Service section:
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14. If the interface starts before the buffering subsystem has started, data will be lost. To prevent
this, all interfaces on the buffered node should be made dependant on the buffer subsystem
service. Click Yes when the ICU offers to configure this for you:
15. Restart the FTLD2 interface by clicking the Restart interface service toolbar button:
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16. When the status bar returns to Ready and Running close the ICU as configuration is
complete:
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2. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Ask
instructor for exact location)
3. Select the Install Other Components option:
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10. Click on the Browse button again and find the following file:
o C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PIPC\MDBBuilder\MDBBuilder.xla
11. Click on the Browse button a third time and find the following file:
o C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PIPC\Excel\pipc32.xll
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14. The PI, PI-SMT, and PI-SMT - Module Database Builder menus should now be
available:
Note: The pipc32.xll file that you added is the one that results in the PI menu. The PI menu
items are the DataLink functions. The PITagCnf.xla file is the PI Tag Configurator and the
MDBBuilder.xla file is the Module Database Builder. These two Excel Add-Ins are not part
of the DataLink install, but were installed automatically by the FactoryTalk Historian Server
install.
15. Close Microsoft Excel.
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2. Run the setup.exe located in the FactoryTalk Historian SE_PB installation folder. (Ask
instructor for exact location)
3. Select the Install FactoryTalk Historian ProcessBook option:
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2. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Ask
instructor for exact location)
3. Select the Install Other Components option:
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5. Continue through the installation wizard and choose the Typical setup when prompted:
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2. Run the setup.exe located in the FactoryTalk Historian SE_AV installation folder. (Ask
instructor for exact location)
3. Select the Install FactoryTalk Historian ActiveView option:
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4. Proceed through the installation wizard and select a Typical setup when prompted:
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6. When the system finishes rebooting, log back in and launch the Internet Information
Services (IIS) Manager application:
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7. Right click on the VM-HIST-1 (local computer) entry and select the Properties
context-menu item:
8. Click on the MIME Types button (MIME is an acronym for Multipurpose Internet Mail
Extensions):
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13. Close all applications. You have finished installing all programs and completed this
exercise.
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Lesson 2
Discover Historian Points (Version 2.1)
What You Will Learn
In a ControlLogix processor that is running in the VM-CLX image, there are six tag structures
using a User-Defined Data type. These structures are as follows:
Each of these structures consists of several members. PV (process variable) is one of them:
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking for the following in the upper-left
corner:
4. In the network tree, right-click on the InstaSoap area under the InstaCorp application
and choose the Discover Historian Points context-menu entry:
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5. Begin by DEselecting the Linx Classic, Other OPC_DA Servers and HMI/Alarm
Servers checkboxes. Then, click the Edit Discovery Rules button:
6. On the following dialog box, you can use options to create or select Rules for the discovery
wizard to use. You could also create or select defined Tag Attributes. Click the Rule
File Management button.
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7. The following dialog has no rules defined. Click the New button:
8. On the following dialog, enter the Rule File Name and Description specified, then click
OK:
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10. You should return to the following dialog. The rule file you created should be listed as
Current Rule File. Click New to define the discovery rules that will be used:
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11. The Define Discovery Rule dialog will let you define what we are going to be searching
for. Define that we are looking or ControlLogix tags that have PV as a member and the
specific part of the tag is the .PV value by making the selections highlighted below. DO
NOT CLICK OK YET!:
12. Now, in the Using this configuration: selection box, select <New Configuration>:
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13. This dialog will let us define some Tag Attributes that will be used as the tags are brought
into Historian. Enter the File Name and Eng Units selections as follows:
14. Click on the Archive tab, and change Span to 150. Then, click OK:
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16. The Rule Editor dialog should now appear as follows. Click Save. Then, a Close button
will appear. Click Close:
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17. You will return to the Discover New Historian Points dialog box where you can select
Next to conduct the search:
18. You will see this window while the discovery process is performed. Discovery can take
several minutes. You should not be alarmed if several minutes go by without any points
being added. We used a relatively narrow specification for discovery in this exercise:
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19. When the discovery process is completed, you will be presented with a list of the matching
points. You have the opportunity to deselect individual or groups of points, change the scan
class for individual or groups of points, or even open a tag browser interface to add more
points. Click the Confirm Points button:
20. The completion dialog confirms that 6 data points were added to the historian using interface
FTLD1. Remember that it may take up to two minutes for the interface is be notified and
begin collection of the new points. Click the OK button and then close the FactoryTalk
Administration Console:
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At this point in the exercise, you have use the auto-discovery wizard to bring 6 tags into your
Historian database. While using the wizard, the choices you made caused the following:
The six tags are from a ControlLogix controller and are from tags with members of
PV and the actual tags are those that end with .PV.
The tags are in the Historian database with the following attributes, modified from
the defaults:
o Engineering Units of seconds
o Span of 150
The remainder of this lab will have you create a Trend in ProcessBook to test one of the
tags you created. You could also use System Management Tools (SMT) to view current or
recorded values for the tags.
1. Launch ProcessBook:
4. Select new ProcessBood Display (.pdi) File, set the Display Name to Test, and click
the OK button:
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8. Click on the Tag Search button to select the following tag (refer to previous lessons for
detailed steps):
InstaCorp.InstaSoap.Soap Mixing.RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
Set the Plot Time Start to *-10 Minutes. Click the OK button:
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Lesson 3
Understanding Tags and Using
Excel Tag Configurator
What You Will Learn
Understanding Tags
Points, sometimes also called tags, are the basic building blocks of a Historian system, because
they are how you track the events that comprise your data history. When the System Manager or
Field Services engineer installs a Historian Server, he creates a Historian Point for every source
of data that the Historian System needs to track.
Each point has more than 50 attributes that define exactly how the data should be collected for
that point. These attributes determine how frequently the point gets new values, the data type of
the point values (whether integer or string, for example), who is allowed to view and/or edit the
point, and so on. The Historian Base Subsystem stores points and their attributes in the Point
Database.
The System Management Tools (SMT) contains many tools used to manage the Historian
System:
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During the installation exercise, we used the SMT tools of DataCurrent Values and DataRecorded Values to verify that Historian was connected to the CLX controller and able to
read and record tag values.
The SMT also has a very important tool for creating, monitoring and/or editing the configuration
of tags. This tool is PointsPoint Builder.
When PointsPoint Builder is selected, such as in above graphic, the right portion will allow
you to create new tags, or edit existing tags after using the search feature. A number of tabs that
appear for the editing of the tags are:
General
Archive
Classic
Security
System
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The tabs that are most often used to monitor and/or edit Tags that come from our FactoryTalk
Live Data (FTLD) Interfaces are as follows. Note: Not all tabs and fields are listed below.
See online help and/or other FactoryTalk Historian SE reference manuals for additional
details.
General Tab:
Name:
The Tag attribute specifies the name of the point/tag. Many Historian users use the terms tag and
point interchangeably, which is fine. Technically though, the tag is actually just the name of the
point. Follow these rules for naming Historian points:
The name must be unique on the Historian Server
The first character must be alphanumeric, the underscore (_), or the percent sign (%)
No control characters are allowed; such as linefeeds or tabs
The following characters are not allowed: * ? ; { } [ ] | \ `
Point Source:
Identifies the source interface for this tag. Tags coming from FactoryTalk Live Data will be
identified with FTLD.
Engineering Units (Eng Units)
The Engineering Units field is optional.
Extended Descriptor (Exdesc)
The Extended Descriptor field is not used for most FTLD tags. However, for an Event
Triggered Input tag, this field will store the event that triggers the read of this type of tag.
Source Tag
For a standard FTLD input tag, the Source Tag field is not used. If a tag is configured as an
Output Tag, the Source Tag field identifies the tag that will be used as the source of the data to
be output (written) and also acts as a trigger tag (the source tag changing triggers a write to
the destination tag).
2007 Rockwell Automation, Inc. All rights reserved.
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Archive Tab:
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automatically add a shutdown event with the timestamp of the Historian Server shutdown. These
events are called shutdown events.
The shutdown flag for a point is set to TRUE (1) to indicate that shutdown events should be
recorded for this tag. The default is TRUE.
For points collected from interfaces on distributed collection nodes, set this flag to FALSE (0)
because data buffering will retain the data until the home node is running again. Therefore, there
are no data gaps to identify with shutdown events.
Compressing
The compression flag should be set to ON (1) for most points. With compression off, every value
sent to the Snapshot is saved in the archive.
Compression should be turned on for all real-time points in the system. Compression affects
digital points, since a new value is recorded only when the current value changes.
Exception Deviation and Compression Deviation
Exception reporting specifications determine which events the interface sends to Historian and
which it discards. These options/features will be discussed in much more detail in a future
lesson.
Classic Tab:
Location 1-5:
The uses of Location fields are based on the type of Point Source of a tag. In the case of
FTLD Point Sources, the Locations are used as follows:
Location1: Defines the Interface ID (FTLDx, where x is the ID). The DEFAULT is 1,
typically used when the Interface is installed on the FTHSE Server. If Interfaces are
installed remotely (on non-FTHSE computer, typically on a remote FTView SE and/or
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RSLinx Enterprise computer), then you would reference that Interface ID (typically 2 or
larger).
Location2: Not used
Location3: Tag type
o 0: Polled or Event Trigger Input point
o 1: Unsolicited/Advised Input point (DEFAULT is 1)
o 2: Output point
Location4: Scan class number (DEFAULT is 1, equates to 1 second scan rate). The scan
class number is defined in the Data Collection Interface Properties. This is found in the
FactoryTalk Administration Console (FTAC)>System>Connections>Historical
Data>Production Historian>FTLD1>Scan Classes tab which appears as follows:
Location5:
o Version 2.0 - Not used
o Version 2.1 Polled from cache 0 (default), Polled from device 1 (only use
for event triggered tags)
Instrument Tag:
For a standard Polled or Advised Mode FTLD tag, the Instrument Tag field is identifying the
actual location from where the data from this tag is coming from. If using Discover Historian
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Points or Add Individual Historian Points wizards, the contents of the Instrument Tag
field will automatically match the name of the tag. However, names of tags can be modified,
which often would be desirable. If the name of a tag is modified, the Instrument Tag field
would still point to the actual source of data, the original tag in the CLX processor, for
example.
For a tag configured as Output Mode, the Instrument Tag field identifies where the data from
the Source Tag is being written to (the destination of the data transfer).
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Tag Configurator
FactoryTalk Historian comes with a useful add-in for Microsoft Excel called the Tag
Configurator. This add-in shows up as the PI-SMT menu in Excel. Using this add-in we can
perform bulk tag management tasks such as creation, modification, and even deletion. In this
exercise we will be using the Tag Configurator to automatically create historian tags as well as
to do bulk modifications of tags.
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
3. Click the Open toolbar button and open the file Ex08 BA2 Tags.xls located in the
class files folder (ask instructor for exact location):
4. Note the information in the spreadsheet. The text at the top of the columns indicates what
information is contained in the cells below. Items such as the name of the Tag, if archiving is
on or off, when this tag was last changed and by who, settings for Compression (deviation,
percent and max), etc, are contained within this spreadsheet.
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5. Verify that the Tag Configurator was installed properly in Exercise 1 by checking for
the existence of the PI-SMT menu in Excel. If this menu does not appear, recheck the
DataLink installation section of Exercise 1.
6. We want to add these tags to the FactoryTalk Historian system for use in a later exercise,
so choose the Export Tags entry on the PI-SMT menu:
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7. On the Export PI Tags dialog, verify that the Mode is set to Create and then
click the OK button:
9. Our new tags will start being collected within a couple of minutes. Create a new
workbook to work with by clicking the New toolbar button:
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10. We are going to import into Excel the tags that we discovered in a previous exercise.
Select the Import Tags command on the PI-SMT menu:
11. Set the Tag Mask to *.PV and verify the Point Source is ftld then click the
OK button:
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13. We want to collect six .SCA member tags so we will use the .PV tags as a template.
Begin by dragging a selection box around the six Tag names in column B:
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14. Select EditFind and configure the dialog as follows and select Replace All::
15. You should now have all tags listed with .SCA at the end instead of .PV
16. Note that column AA is identified as instrument tag and contains the same .PV tags
that column B had:
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17. Use the same find and replace procedure to also change all of these tags to .SCA
instead of .PV:
18. To create the new tags, select the Export Tags command on the PI-SMT menu:
19. On the Export PI Tags dialog, verify that the Mode is set to Create and then
click the OK button:
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21. Our new tags will start being collected within a couple of minutes. At this point we
would like to modify the compression parameters for all of our temperature data points.
We will use the Tag Configurator to make these changes en masse.
First we need to clear out the worksheet from our previous efforts. On the PI-SMT menu,
choose the Clear Sheet command:
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24. This time, set the Tag Mask to *Temp.* and verify the Point Source is set to
ftld then click the OK button:
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25. We want to ensure that any compressed interpolated temperature value is within 0.6 of
what the uncompressed interpolated value would have been. We also want to have an
archived value at least every minute. To satisfy the first condition, we specify a
CompDev of 0.6.
Use your copy and paste skills to change the compdev column (F), to 0.6 for all tags:
26. Important to realize that CompDevPercent will ALWAYS override CompDev. So, for
the CompDev values to be used, we must now delete the compdevpercent column,
G, from the worksheet. Select the entire G column, by clicking on the letter G.
Then choose the Delete command on the Edit menu:
27. To satisfy the second condition, an archived value at least every minute, now set the
compmax column, which is now column G, to 60 (entered in seconds):
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29. Change the Mode to Edit and then click the OK button:
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31. The changes to the tags will tag effect within a couple of minutes. Use the SMT tools to
verify information about the tags youve just edited such as:
Use Data-Current Values to view Current Values
Use Data-Recorded Values to view Recorded (Archived) Values
Use Points-Point Builder to verify your changes of Compression
Deviation of 0.6 Engineering Units and Max Time of 1 minute (60
seconds).
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If you dont want to work with these long, somewhat complex names, one option available
to you is in the SMT Point Builder. By selecting the Rename button, you can rename the
tag. All of the data previously archived will still be associated with this tag: For example, in
the dialog box below, after clicking the Rename button, the new name of T100_Temp
is being given to the tag originally named InstaCorp.InstaSoap.Mixing:RSLinx
Enterprise:CLX1. T100_Demo_Temp.PV:
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If wanting to change many names at once, the Tag Configurator in Excel could be very
useful. However, if one attempts to change the names in the tag field and export the tags
to Historian as an Edit, there would be errors because the exporting function would be
looking for tags with these exact names to already exist:
Bulk-changing of tag names in Excel can but done, but what must occur is a column inserted
identified as NewTag.
o Names entered into that column will be the new names for the tags, and data
previously archived will still be associated with those tags.
o If a row in that column is left empty, that tag name will not be affected.
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In the following example, notice the NewTag column that has been added and three of the
tags have new, reduced-length tag names specified. When exported, all six of the tags
were edited. But, only three of them received new names in the process
The Instrument Tag column, identified as column AA in the below, would remain with
the original, full tag names. The Instrument Tag setting for a tag identifies the actual
address and/or location of the data:
Note: If you have had time and actually followed this procedure to change your
Demo_Temp tag names, please change them back as the original names will be used
in future exercises. Sorry for any inconvenience, but thanks much for your great
initiative!
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Lesson 4
Using Data Collection Modes of Polled versus Advised
What You Will Learn
In this exercise, you will compare the polled versus advised data collection modes. You will
configure two separate FactoryTalk Historian points which collect data from the same location in
the SoftLogix controller, both with no exception testing, no compression and with a exception
max time of 10 seconds. The point used in the SoftLogix should be at a constant value for a
period of at least twice the ExcMax. For this exercise you will use the T200_Temp.PV tag with a
manually initiated batch followed by a 1 minute rest, then another batch. A ProcessBook display
will then be configured to mark individual data points and illustrate the difference between the
two collection modes.
Does not work correctly with ExcMax and constant data values
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1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
2. In the following steps you will use Excel to create and configure two separate FactoryTalk
Historian points (polled and advised mode) which collect data from the same location in the
SoftLogix controller, T200_Temp.PV.
3. Launch Excel.
4. Select the Import Tags command on the PI-SMT menu and Import the
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Tag:
6. compdev:
compdevpercent
compmax:
compmin:
compressing:
excdev:
excmax:
location3:
span:
7. typicalvalue:
T200_Demo_Temp_Polled
0
0
0
0
0
0
10
0 (Polled mode)
200
50
8. Copy this row of tag information and paste into the row below to create a duplicate row.
Tag:
location3:
T200_Demo_Temp_Advised
1 (Advised mode)
9. To create the new tags, select the Export Tags command on the PI-SMT menu.
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10. In the Export PI Tags dialog, verify that the Mode is set to Create and click the OK
button.
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In the following steps you will build a basic ProcessBook display with a trend for the two
new T200 points.
1. Launch ProcessBook.
3. Select the type as ProcessBook Display (.pdi) File and give it the name Polled vs Advised
Trend and click OK.
4. Verify that you are in build mode by checking the build mode icon on the toolbar. It will be
highlighted (if not, click the build mode icon to change to build mode).
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7. The Define Trend view will appear, select the Tag Search button.
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12. Click the Display Format tab and check Markers checkbox.
13. Click OK.
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15. Save the display by clicking on the Save icon on the ProcessBook toolbar, enter Polled vs.
Advised Trend into the Name field.
16. Switch to the VM-DATA-1 image.
18. When prompted, select the Site Edition (Network) application type and click Continue.
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20. Expand the View studio project path InstaSoap \ Mixing \ Mixing HMI \ Graphics \
Displays and open the process overview T200.
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21. Run the display by clicking on the Test Display icon on the FT View Studio toolbar.
22. From the Process Overview T200 display, click the Start button for the T200 Temp Cycle
(you may need to hold the button down for a few seconds watch for the words T200 Temp
Cycle Running to appear). The cycle will take approximately 50 seconds to complete).
23. Once the temp cycle has completed, leave a rest period of 1 minute and then start the temp
cycle again.
24. Return to the VM-HIST-1 image and the ProcessBook display Polled vs. Advised Trend.
25. The trend should be similar to the one shown below. The trend shows each time cycle and the
rest period between each cycle. Observe the difference between the polled and advised data
collection modes specifically at the start of each cycle.
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26. Click on the left-hand side of the trend and pull out the Trend Cursor to examine it in more
detail.
27. Return to the VM-DATA-1 image and the process overview T200.
28. Start the time cycle until the temperature reaches 149 (approx 5 sec), then stop the cycle;
wait for a period with the value constant for a period of at least twice the ExcMax (> 20 sec).
Then restart the cycle.
29. Save your work and discuss the results with the rest of the class and instructor.
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Lesson 5
Buffering Distributed FTLD
Interface Data
What You Will Learn
Buffering
FactoryTalk Historian provides a buffering service that can save your data if the Interface Node
loses its connection to the Historian Server. When an Interface Node is running the buffering
service (bufserv), data flows from the data source, through the interface to the buffering service
and from there to the Snapshot subsystem on the Historian Server.
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You need only one buffering service running on each Interface Node to buffer all the interfaces
for a particular Server, however you can only buffer data to one Server at a time from each
Interface Node. You can set the maximum size of the file buffer (up to 2GB) in the ICU
("Configuring Interfaces").
Impact on the Historian Server
On the Historian Server side, all data from the Buffer Subsystem comes directly to the Snapshot
Subsystem, without going through the Historian API translator of the Network Manager (in the
case of BufServ). Depending on data rate and hardware, this can potentially result in a
significantly reduced CPU load for the Historian Network Manager. Also, the Buffer Subsystem
runs the compression algorithm before all time-series data is sent to the Historian Servers. This
guarantees identical data in the archive records of all Historian Servers, but also brings another
reduction of CPU usage for the Snapshot Subsystem. Overall, the more distributed CPU load
translates into a higher scalability of your Historian System.
Note: While the Buffer Subsystem performs the swinging-door compression on the remote node,
all data from the Historian Interface or API application is sent to the Historian Server. Values are
marked as snapshot or archive values before they are stored in buffer queues and sent to the
Historian Servers. As a result, real-time updates are delivered to Client Applications, Analyses,
or Calculations as if compression was performed by the Historian Server itself.
Buffer Files
PIbufss and Bufserv cannot run at the same time. However, if PIbufss replaces BufServ, it does
not replace the buffering that the API library performs. As a result, the files APIBUF*.DAT in
the PIHOME\DAT directory still exist when using the Buffer Subsystem. However, under
normal operation these files contain no data (standard size is 16 bytes).
Instead, the Buffer Subsystem creates fixed-size event queues named PIBUFQ_*.DAT to store
all time-series data. The asterisk (*) in the file name is substituted by the host name of the
corresponding Historian Server. By default, these queue files are found in the PIHOME\DAT
directory, but their location is configurable (see Parameters and PICLIENT.INI). Default size for
these queue files is 32 MB, configurable from a minimum of 8 MB to a maximum of 128 GB. In
most cases, choose a large enough size for the PIbufss queue as it guarantees a reserved space for
buffered events. Use Performance Counters or the pibufss -qs option (see Queue File Sizing) to
estimate the correct size based on data rate and desired capacity.
Unlike the API buffer files, the PIbufss queues are circular buffers accessed through memory
mapping. This means all data in the memory buffers of PIbufss are continuously mirrored to disk
for higher reliability and scalability. If a file on disk gets entirely full, another one of the same
size is created in the same directory and a sequence number is appended to the file name. If more
data needs to be buffered, new files are created for as long as there is available disk space. See
Buffer and Cache Files for details and examples.
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Comparison Table
The following table summarizes the key differences between BufServ and PIbufss..
Element
Supported Platforms and
Operating Systems
BufServ
UNIX (IBM AIX, HP-UX,
Compaq Tru64, Sun
Solaris), Linux (x86),
Windows NT4, Windows
2000, Windows XP, and
Windows Server 2003 (x86
and x64 versions)
All PI Nodes
PIbufss PR1
Windows 2000, Windows
XP, and Windows Server
2003 (x86 and x64
versions)
Required
N-Way Buffering
Supported
Changes to PI Collective
Configuration (such as new
replication node)
Maximum Buffering
Capacity (per Server)
Not detected
Message Log
2 GB or available disk
Available disk space
space, whichever is less (the (buffer files can be prefile grows on demand)
sized for higher
reliability)
PIHOME\DAT directory
Configurable
(usually C:\Program
Files\PIPC\DAT)
Requires BufServ
5,000 events/second
50,000 events/second
Not available
Bufutil
(PIHOME\BIN
directory)
PIPC.LOG
(PIHOME\DAT directory)
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Exercise:
1. Do the following steps:
Select the VM-HIST-1 image
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3. The two tags in this spreadsheet are almost identical. The source of both tags is the same
tag in the ControlLogix processor (defined by column AA, instrument tag). The only
differences will be the tag names of these tags/points within Historian (defined by
column B, Tag) and the FTLD Interfaces the tags are coming through (defined by
column AB, location1). The Interface1 tag is coming through FTLD1 on the local
computer (VM-HIST-1) and the Interface2 tag is coming through FTLD2 on the
remote computer (VM-DATA-1) that is configured for buffering.
4. Do the following steps:
Select the PI-SMT tab
Select Export Tags
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17. In order to monitor the buffering system, there are queue statistics we can monitor on
the computer with the Interface that is doing the buffering. Switch to the VM-DATA-1
image:
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27. Since the Historian Server is disconnected from the network, you should soon see
Current Queue Events accumulating (may take several updates):
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29. In the ProcessBook display verify that the values for Timer1.ACCInterface1 and
Timer1.ACCInterface2 have stopped changing
30. Now you will open an Excel spreadsheet and modify it to display the archived values for
these two tags. At this time, no new archived values will be coming into Historian
since it is disconnected from the network. Do the following steps:
Open Windows Explorer
From the mapped drive open the FTH_Class_Files folder
Select the Timer1ACC View Interface Tags.xls file and double click to open the
file
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41. As you monitor the queue statistics, eventually the interface will realize the server is back
on the network and will send the queued data to the server, zeroing out the Current
Queue Events (may take multiple updates, up to a minute or two):
42. Press Ctrl C to stop the queue statistics and then close the Command Prompt.
43. Return to the VM-HIST-1 image:
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44. Since the buffered data should now be in the Historian archive, we want to update our
spreadsheet to see the results of having buffered the data while the server was down.
Do the following steps:
Move to and select cell A3
Right mouse click and select Compressed Data (Start Time/Number)
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Lesson 6
Understanding and Using Exception and Compression
What You Will Learn
Exception Specifications
Most Historian interfaces use Exception Specifications to determine whether the raw values that
they receive are sent to the Snapshot Subsystem. The interface-specific documentation must be
consulted to determine whether or not the interface uses the exception specifications.
The exception specifications consist of the following attributes:
Attribute Name
ExcMin
ExcMax
ExcDev
ExcDevPercent
Point Class
Base
Base
Base
Base
Type
uint16
uint16
float32
float32
Default Value
0 seconds
600 seconds
1 eng unit
1 % of Span
Limits
0 to 65535
0 to 65535
0 to Span
0 to 100
ExcMin is the exception minimum time, ExcMax is the exception maximum time, ExcDev is the
exception deviation in engineering units, and ExcDevPercent is the exception deviation in units
of percent of span. ExcDev and ExcDevPercent are related by
ExcDev = ExcDevPercent * Span / 100
where Span is defined by the Span attribute. If either ExcDev or ExcDevPercent is changed, the
other is automatically updated to be compatible. If both are changed at once, the change to
ExcDevPercent takes precedence.
Raw values from an interface pass the exception test when the following conditions are met.
The difference between the new value and the last value that passed exception is greater
than ExcDev.
and
The difference between the timestamp of the new value and the timestamp of the last
value that passed exception is greater than ExcMin, where ExcMin has units of seconds.
or
The difference between the timestamp of the new value and timestamp of the last value
that passed exception is greater than ExcMax, where ExcMax has units of seconds.
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The last value that passed the exception test is called the "old value." The next value that passes
the exception test is called the "new value." In between the "old value" and the "new value" there
may be several values that are received that do not pass the exception test. The last of these
values that are received between the "old value" and "new value" is called the "previous value."
There will not be a "previous value" if the interface did not receive a value between the "old
value" and the "new value." When a new value passes exception, the "previous value" (if it
exists) and the "new value" will be sent to the Snapshot Subsystem. The "new value" will then
become the "old value," and the cycle continues. Note that the "previous value" will be sent to
Historian even if it was received before ExcMin seconds has expired. ExcMin applies only to the
"new value."
The time between exceptions can be greater than ExcMax if no new values are received by the
interface for a point.
Compression Specifications
The compression specifications determine whether events from the Snapshot Subsystem are
archived or discarded. If the compressing attribute is set to OFF, then the compression
specifications are ignored, and all events that are sent to the Snapshot Subsystem are archived in
Historian. The compression specifications are always ignored for digital Historian Points. The
compression specifications consist of the following attributes:
Attribute Name
CompMin
CompMax
CompDev
CompDevPercent
Point Class
base
base
base
base
Type
uint16
uint16
float32
float32
Default Value
0 seconds
28800 seconds
2 engunits
2 % of Span
Limits
0 to 65535
0 to 65535
0 to Span
0 to 100
CompMin is the compression minimum time, and CompMax is the compression maximum time.
CompDev is the compression deviation in engineering units and CompDevPercent is the
compression deviation in units of percent of span. CompDevPercent and CompDev are related
by
CompDev = CompDevPercent * Span / 100
where Span is defined by the Span attribute of the point. If either CompDev or CompDevPercent
is changed, Historian automatically recalculates the other attribute. If both attributes are edited
simultaneously, the change to CompDevPercent takes precedence.
Compressing Attribute
The compression attribute should be set to ON (1) for most points. When compression is OFF
(0), every value that is sent to the Snapshot Subsystem is saved in the Archive. When
compression is ON, only the values that deviate significantly from the current trend are archived.
See the description of the compression algorithm for more detail.
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Compression should be turned on for all real-time points in the system. Compression even
affects digital points, since a new value is recorded only when the current value changes or when
the compression maximum is exceeded. Sampled data, such as laboratory tested data, are typical
non-compressed points.
Attribute Name
Compressing
Point Class
Base
Type
byte
Default Value
ON (1)
Limits
OFF (0) or ON (1)
Compression
After leaving the Snapshot, events are evaluated according to the compression specifications to
see if they are significant events. If so, they are sent to the Event Queue. If not, they are
discarded. This process is called compression.
There are three instances where an event will bypass the compression process and be put in the
Event Queue:
If the Compressing attribute for the point is set to OFF.
If the timestamp is older than the timestamp of the current snapshot. Such an event is sometimes
termed "out of order."
If the Status attribute of the Point has changed.
The compression method used by Historian allows Historian to much more data online than
conventional scanned systems. The data are also much more detailed than in an archiving system
based on averages or periodic samples.
The compression method is called "swinging door compression." Swinging door compression
discards values that fall on a line connecting values that are recorded in the Archive. When a new
value is received by the Snapshot Subsystem, the previous value is recorded only if any of the
values since the last recorded value do not fall within the compression deviation blanket. The
deviation blanket is a parallelogram extending between the last recorded value and the new value
with a width equal to twice the compression deviation specification.
Each point has three attributes that comprise the compression specifications: CompDev
(compression deviation), CompMin (compression minimum time), and CompMax (compression
maximum time). CompDev is half of the width of the deviation blanket (as shown in the
illustration). CompDevPercent is similar to CompDev, but it specifies the compression deviation
in percent of span rather than in engineering units.
Just like exception reporting, compression is a filter. The difference is that the exception
specifications determine which events should be sent to Historian, whereas the compression
specifications determine which of the events sent to Historian should go into the Archive.
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CompMin and CompMax are limits that refer to the time between events in the Archive. A new
event is not recorded if the time since the last recorded event is less than the compression
minimum time for the point. A new event is always recorded if the time since the last recorded
event is greater than or equal to the compression maximum time.
The duration of time between archive events can be greater than the compression maximum
time. However, if the duration of time between events exceeds the compression maximum time
the next event will be archived even if the value is the same as the last event that was archived.
One can adjust the compression parameters to produce efficient archive storage without losing
significant data. The compression maximum time is usually set to one value for all points in the
system. It should be large enough that a point that does not change at all uses very little archive
space. A compression maximum time of one work shift (for example, 8 hours) is often a good
choice.
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The care with which one should set the Zero and Span attributes depends upon a variety of
factors. For example, the Zero and Span affect the very values that are stored in the archive for
int16 and float16 Historian points. The Zero and Span are used by the Historian Data Archive,
various client applications, and some interfaces, as described below.
If the PointType attribute is int16 or float16, the Zero and Span attributes determine the
maximum and minimum values that can be stored in the Historian Archive for that point.
If a value below Zero is sent to the Historian point, the digital state Under Range is
written to the Historian point instead of the value. If a value above Zero+Span is sent to
the Historian point, then the digital state Over Range is written to the Historian point. The
actual value that is stored in the archive for int16 and float16 points is a scaled integer
between 0 and 32767. For example, if the Zero is 0 and the Span is 100 and a value of 50
is sent to the Historian point, then the value is stored as 16383. If the Zero or Span is
changed for the Historian point, then the actual value that is stored in the Archive is not
changed, but the scaled value that is displayed will be different.
For point types other than int16 and float16, the Zero and Span attributes do not affect the
values that are stored in the Archive. Values below Zero and values above Zero+Span
can be archived with no problem.
The Zero and Span Attributes should never be changed for digital Historian points. They
are set internally by the Historian Server. Changing the Zero and Span for digital points
will invalidate the point configuration.
The Zero and Span Attributes affect the displays for some client applications. In
Historian-ProcessBook for example, one can choose to scale the y-axis of trended data
according to the "database." If this option is chosen, then the Zero and Span for the
Historian point is used to scale the y-axis.
Some interfaces use the Zero and Span attributes to scale the values that are sent to
Historian. This scaling has nothing to do with the scaling of the stored archive values for
int16 and float16 Historian points that is done by the Historian Archive. One should
consult the interface-specific documentation to determine whether any scaling of
incoming or outgoing values is performed.
Attribute Name
Point Class
Type
Zero
base
float32
Default
Value
0
Span
base
float32
100
Limits
Any single-precision
floating-point number.
Any single-precision
floating-point number greater
than zero.
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Archiving Attribute
Archiving must be set to ON (1) in order for data to be archived for a Historian Point. If
archiving is set to OFF (0), all data that is sent to the Snapshot Subsystem for the point is
discarded.
Attribute Name
Archiving
Point Class
base
Type
byte
Default Value
ON (1)
Limits
OFF (0) or ON
(1)
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Lesson 7
Configuring Performance Equations
What You Will Learn
You can use a tagname in any argument where a number or character string is called for. A
tagname in single quotes is evaluated as if it had been written TagVal(tagname), which is the
same as TagVal('tagname', '*' ). This gets the point's value at the "current" time for the
calculation. If the argument calls for a number, but the point's value is a digital state when the
function is evaluated, a run-time error (Calc Failed) is generated.
List of Built-in Functions by Type
The PE Scheduler provides a wide range of built-in functions that make it easier for you to
perform calculations on Historian data. These functions are discussed in detail in the PI Server
Application Userss Gude.
Math functions
Asin Arc sine
Acos Arc cosine
Atn Arc tangent
Atn2 Arc tangent (two arguments)
Cos Cosine
Cosh Hyperbolic cosine
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Exp Exponential
Log Natural logarithm
Log10 Common logarithm
Sin Sine
Sinh Hyperbolic sine
Sqr Square root
Tanh Hyperbolic tangent
Tan Tangent
Other Math Functions
Abs Absolute value
Float Conversion of string to number
Frac Fractional part of number
Int Integer part of number
Poly Evaluate polynomial
Round Round to nearest unit
Trunc Truncate to next smaller unit
Aggregate Functions
Avg Average
Max Maximum
Median Median selector
Min Minimum
PStDev Population standard deviation
SStDev Sample standard deviation
Total Sum
Miscellaneous Functions
BadVal See if a value is bad (not a number or time)
Curve Get value of a curve
DigState Get digital state from a string
IsDST Test whether a time is in local daylight savings time period
IsSet Test if a PI value is annotated, substituted, or questionable
StateNo The code number of a digital state
TagBad See if a point has an abnormal state
PI Archive Retrieval
NextEvent Time of a point's next Archive event
NextVal Point's next value after a time
PrevEvent Time of a point's previous Archive event
PrevVal Point's previous value before a time
TagVal Point's value at a time
PI Archive Search
FindEq Timestamp when point = value
FindGE Timestamp when point >= value
FindGT Timestamp when point > value
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Period: The period specifies the interval between calculations. The first two digits are the hours,
the second two the minutes, and the third two the seconds. So, for example, the scan class can
specify that the calculation take place every hour (01:00:00), every three minutes (00:03:00),
every 52 seconds (00:00:52), and so on.
Offset: The offset specifies a start time for the calculation. The offset is optional. If no offset is
included in the scan class, the first calculation takes place immediately. The offset is counted
from midnight of the current day and, as with the period, the first two digits are the hours, the
second two the minutes, and the third two the seconds. So, for example, the offset can specify
that the first calculation occur at midnight (00:00:00), at 1AM (01:00:00), at 1PM (13:00:00), at
2:05PM (14:05:00), at 25 seconds past noon (12:00:25) and so on.
UTC Time Indicator: The UTC time indicator goes at the end of the scan class and is just a
comma followed by a capital U: (/f=08:00:00,07:00:00,U). When a scan class includes the UTC
time indicator, it means that the scheduling is with Universal Coordinate Time (UTC).
Note: If a scan class has a frequency of more than an hour, make it a UTC scan class, so that
your scheduling does not go out of sync after changes to or from daylight savings time. UTC
scan classes don't have this problem because they force the scan class scheduling to sync with
UTC, rather than local time.
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
3. Expand the Points category and select the Performance Equations plug-in:
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6. On the Equation tab, set the Equation to: (CDT158 -32) * 5/9
Click the Evaluate button just to make sure you dont get an error. Actual value will
differ:
7. On the Scheduling tab, change the radio button to Event-based scheduling. Change the
timestamp assignment option to timestamp of the triggering event. Use the
to select the tag: CDT158
button
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9. Click the Save toolbar button and check for a success message in the session record:
10. The next Performance Equation (PE) will combine two tank levels. Click on the New
toolbar button to begin creation of a new Performance Equation tag:
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12. On the Equation tab, set the Equation to: BA:LEVEL.1 + BA:LEVEL.2
Click the Evaluate button just to make sure you dont get an error. Actual value will
differ:
13. On the Scheduling tab, change the Scan class to 3 which will cause the equation to be
calculated every 30 seconds:
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15. Click the Save toolbar button and check for a success message in the session record:
16. The next PE will perform a totalizer summary calculation. We are going to pretend that the
T100_Demo_Temp.PV tag represents a flow rate in gallons per hour. Start by clicking the
New toolbar button to begin creation of a new Performance Equation tag:
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18. We want to totalize the T100_Demo_Temp.PV tag but only when at least 95% of the
readings are not suspect. On the Equation tab, set the Equation to the following
(Hintuse the
button when appropriate to search for tags to fill in your equation,
rather than typing the tag names in from scratch):
if pctgood(InstaCorp.InstaSoap.Mixing:RSLinx
InstaCorp.InstaSoap.Mixing:RSLinx
Enterprise:CLX1.T100_Demo_Temp.PV, *-1h, *) > 95 then
Enterprise:CLX1.T100_Demo_Temp.PV
tagtot(InstaCorp.
InstaCorp.InstaSoap.Mixing:RSLinx
InstaCorp.InstaSoap.Mixing:RSLinx
Enterprise:CLX1.T100_Demo_Temp.PV,
Enterprise:CLX1.T100_Demo_Temp.PV *-1h, *) * 24 else 0
Notice the multiplication by 24 to convert into a per day value which FactoryTalk Historian
needs. Click the Evaluate button to make sure you dont get an error. Actual result will
differ:
19. On the Scheduling tab, change the Scan class to 2 which will cause the equation to be
calculated every 2 minutes:
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21. Click the Save toolbar button and check for a success message in the session record:
22. The last PE will totalize the amount of time that CDM158 is in the manual state. Start by
clicking the New toolbar button to begin creation of a new Performance Equation tag:
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25. On the Scheduling tab, change the Scan class to 2 which will cause the equation to be
calculated every 2 minutes:
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27. Click the Save toolbar button and check for a success message in the session record:
28. We want to watch some of our new Performance Equation tags. Expand the Data category
and select the Current Values plug-in:
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29. Use the Tag Search button (possibly repeatedly) to select the following tags:
o BA:COMBINED_LEVELS
o BA:LEVEL.1
o BA:LEVEL.2
o CDM158
o CDM158_Manual_Percent
o InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
o T100_Demo_Temp_DegC
o T100_Flow_1h_Total
30. Click the Start Updating button to watch the relationship between the tags:
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Lesson 8
Configuring Totalizers
What You Will Learn
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The Totalizer is a dedicated subsystem, pitotal. This subsystem signs up for exceptions, which
means that it is notified when a new value is added to the Snapshot for any of the points to be
postprocessed. After postprocessing, values, for example, average, total, or time in state, are
sent back to the Historian Snapshot.
Totalizer vs. Performance Equations
Totalizer may be more accurate because the values used in Totalizer calculations are taken from
the Snapshot, not after the application of compression as in the case of Performance Equations.
Additional details can be found in the Historian SE Server Application Userss Gude.
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
4. Our first Totalizer is going to be a a T100_Flow_1h_Total tag. We are going pretend that
T100_Demo_Temp.PV represents a flow rate in gal / hour which we want to totalize over
the preceding hour every two minutes. Click on the Create a new Totalizer toolbar
button to begin:
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6. DO NOT reproduce what you see in the following image. If we wanted to precisely emulate
the Performance Equations configuration of writing a total every two minutes, on the
Sampling tab we would select to Periodically sample Interpolated values every 2
Minutes (again, do not make these selectionsjust for informational purposes).
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7. Instead, we can achieve much more precise results by choosing to sample Whenever a new
source tag event occurs (Natural). Use this settings on your Sampling tab:
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11. Click the Save toolbar button and check for a success message in the session record:
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12. The next Totalizer will reproduce the calculation from the CDM158_Manual_Percent
performance equation. Click on the Create a new Totalizer toolbar button to begin:
13. On the Name & Type tab, set the following fields:
o Name:
CDM158_Manual_Pct
o Descriptor:
Percent of time in manual mode over last hour
o Source Tag:
CDM158
o Point type:
Float32
o Eng Units:
%
o Totalizer Type: Count Events, Time when TRUE, Moving, equal to, Manual
14.
On the Sampling tab, select Whenever a new source tag even occurs (Natural):
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18. Click the Save toolbar button and check for a success message in the session record:
19. The last Totalizer will perform a block average on the BA:LEVEL.1 tag:
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20. On the Name & Type tab, set the following fields:
o Name:
BA:LEVEL1.STEPAVG
o Descriptor:
BA:LEVEL.1 one minute block average
o Source Tag:
BA:LEVEL.1
o Point type:
Float32
o Totalizer Type: Summary, Block, Time Weighted, Average
21.
On the Sampling tab, select Whenever a new source tag even occurs (Natural):
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24. Click the Save toolbar button and check for a success message in the session record:
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25. We want to watch some of our new Totalizer tags. Expand the Data category and select
the Current Values plug-in:
26. Use the Tag Search button (possibly repeatedly) to select the following tags:
o BA:LEVEL1.STEPAVG
o BA:LEVEL.1
o CDM158
o CDM158_Manual_Pct
o CDM158_Manual_Percent
o InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
o T100_Flow_1h_Tot
o T100_Flow_1h_Total
27. Click the Start Updating button to watch the relationship between the tags:
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Lesson 9
Configuring Event Triggered Reads
What You Will Learn
Anychange
Increment
Decrement
Nonzero
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Exercise Part A
In our first contrived example, assume that you have a batch process comprised of three phases
(1, 2, and 3). There is also a zero (0) phase that indicates the process is in a stopped state.
Phases progress in order from 0 to 3 and back to 0. In this scenario, you have a process variable
that you want to record at the beginning of every running state. To accomplish this, you are
going to use the Increment event trigger mode. You might think that you could accomplish the
goal equally well with the Nonzero mode. However, Anychange and Nonzero modes will
trigger when the snapshot receives an identical value with an updated timestamp and you only
want one record at the beginning of the phase.
In this first section, you will configure the collection of the phase indicator which will be the trigger.
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
4. In the FT Administrator console explorer, right-click InstaCorp, and click Add Individual
Historian Points
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5. Set the data collection interface to FTLD2, set the scan class for new point to 1 second and
click Browse Tags.
6. Browse InstaSoap \ Mixing \ CLX1 \ Online and select the tag: T100_Phase_Counter.ACC
7. Click Add Tags(s) to List, (selected tag will be displayed in the lower window) and click
OK.
#1
#2
#3
#4
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8. Click OK.
Note: The new tag just added to the FT Historian will have the name
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Phase_Counter.ACC
In this second section, you will configure collection of the start of phase parameter. This parameter
will actually be the tank volume which you will assume is not already being collected all the time.
1. Launch the System Management Tools (SMT).
2. Expand the Points category and select the Point Builder plug-in.
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3. Using the Point Builder SMT plug-in, click on the Search toolbar button.
4. Enter a Tag Mask of *T100* and then click the Search button.
5. Select tag: InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Volume.PV
6. Click OK.
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7. Highlight the entire name and overtype a new name of: T100_Phase_Start_Vol
8. Set the Exdesc (Extended Descriptor) field to the following. Note: EVENT must be
UPPERCASE!:
EVENT='InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Phase_Counter.ACC' Increment
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13. Expand the Data category and select the Current Values plug-in.
14. Using the Current Values SMT plug-in, click on the Search toolbar button.
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15. Enter a Tag Mask of *T100* and click the Search button.
16. Select the following tags:
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Volume.PV
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Phase_Counter.ACC
T100_Phase_Start_Vol
18. Using the Current Values SMT plug-in, click the Start Updating toolbar button.
19. While the phase counter stays the same, observe the following:
T100_Demo_Volume.PV changes
T100_Phase_Start_Vol remains at its previous value
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21. When the phase counter rolls over from 3 to 0, observe the following:
T100_Demo_Volume.PV changes
T100_Phase_Start_Vol remains at its previous value and does not get updated
Part B
In our second example, you will assume you have a reserve coolant tank. When the tank is being
depleted, you want to correlate the temperature of an exothermic reactor vessel. When the
coolant tank is being filled or is steady-state, you are unconcerned with the tank temperature. In
this example, you will use the Decrement mode. For this part of the exercise, you will pretend
that you are not already collecting the tank temperature all the time.
1. Expand the Points category and select the Point Builder plug-in.
2. Using the Point Builder SMT plug-in, click the Search toolbar button.
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3. Enter a Tag Mask of *T100* and then click the Search button.
4. Select tag: InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
5. Click OK.
6. Highlight the entire name and overtype a new name of: T100_Draining_Temp
7. Set the Exdesc (Extended Descriptor) field to the following. Note: EVENT must be
UPPERCASE!
EVENT='InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Volume.PV' Decrement
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Visualize the tags from examples 1 and 2 to see if they are working correctly
using ProcessBook by following these steps:
1. Launch ProcessBook.
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3. Select the type as ProcessBook Display (.pdi) File and give it the name Event Triggered
Read.
4. Click OK.
5. Verify that you are in build mode by checking the build mode icon on the toolbar. It will be
highlighted (if not, click the build mode icon to change to build mode).
7. Drag a Trend on the Event Triggered Reads display that covers most of the empty space.
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8. The Define Trend dialog will appear. Select the Tag Search button.
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Phase_Counter.ACC
T100_Phase_Start_Vol
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#4
#1
#2
#3
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InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Volume.PV
T100_Draining_Temp
#1
#2
#3
#4
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21. In the Plot drop-down box, select the Phase Increment plot.
22. Check the box for Markers.
23. Click OK.
24. Ignore any message about too many data points for markers.
25. If necessary, select the Run button on the ProcessBook toolbar.
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26. Discuss the results with your fellow students and instructor.
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Lesson 10
Configuring Basic Output Points
What You Will Learn
In this exercise, you are going to look at FactoryTalk Historians basic output point capabilities.
This capability should be avoided for real-time control purposes where an HMI using a
FactoryTalk Live Data connection is much more appropriate. It is useful for scenarios where
complex calculations are performed by FactoryTalk Historian and the results are handed back to
the HMI or control system for possible further action.
This exercise will specifically explore a scenario where you have a tank effluent stream which is
being discharged back into a local river. Government regulations do not regulate the spot
temperature of the effluent, but they do set restrictions based on the 5 minute time-weighted
average of the effluent temperature. Extra stream processing must be performed when the 5
minute time-weighted average exceeds 106 degrees. Because the time-weighted average
calculation is more sophisticated than you are comfortable programming in the controller,
FactoryTalk Historian will take care of this calculation and pass the result back to the controller
for further action.
Reference:
Output Tags
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In the first part of this exercise you will configure a totalizer to perform the time-weighted average
calculation.
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background image.
4. Using the Totalizers SMT plug-in, click on the Create a new Totalizer toolbar button.
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15. Select the Archive tab and configure the following attributes:
Exception Deviation to 0
Compression Deviation to 0.1
Exception Deviation Max Time to 0
Set the Compression Max Time to 15 Minutes
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In the next section you are going to configure the output point for data collection to automate the
configuration of most of the parameters. Later, you will change it from data collection to output
mode.
1. Launch the FactoryTalk Administrator Console.
3. In the FT Administrator console explorer, right-click InstaCorp, and click Add Individual
Historian Points
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7. Browse InstaSoap \ Mixing \ CLX1 \ Online and select the tag T100_TWA_Temp
8. Click Add Tags(s) to List, (the selected tag will be displayed in the lower window).
9. Click OK.
Note: the new tag just added to FT Historian will have the name
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_TWA_TEMP
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In the next section you will modify the newly configured tag to be used for output instead of
input.
1. Return to the minimized SMT application.
2. Expand the Points category and select the Point Builder plug-in:
3. Using the Point Builder SMT plug-in under the Points category, click on the Search toolbar button.
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7. Click OK.
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T100_TWA_Temperature
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The time-weighted average values should now be written down to the controller. To verify, you are
going to use the Rockwell Software Data Client to read the value from the controller.
1. Launch the Rockwell Software data client: Start > All Programs > Rockwell Software >
FactoryTalk Tools > Rockwell Software Data Client
2. Select FactoryTalk:
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6. Expand the tree InstaCorp InstaSoap Mixing - CLX1 and click Online.
7. In the right-hand view, click on theT100_TWA_Temp tag.
8. Click OK.
#3
#1
#2
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Lesson 11
Using Data Collection with Handshaking
What You Will Learn
FTH_HS_Timer is done
FTH _HS_Counter is incremented
FTH_HS Error_Timer is started
FTH_HS Counter accumulated value is move into FTH_HS_TO_HIST value
The change in the FTH_HS_TO_HIST value is sent to the FTH SE Server
The FTH_HS_TO_HIST value is both the trigger and the value for the
FTH_FROM_HIST output tag
The output tag is written to the PLC
The PLC Logic compares the value sent and the value returned and is they are equal and
resets the Handshake logic. If they are not equal and the FTH_HS Error_Timer times
out a Handshake fault is set and the Handshake logic is reset.
The Handshake routine will restart when the FTH_HS_Timer is done
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Instrument Tag is the data source for advised and polled tags and is the destination for
output tag
Source Tag is both the trigger and the value for a output tag
FTH SE Tags
There are two FTH SE tags required to complete this handshaking routine;
FTH_HS_TO_HIST is an advised tag. It has its exception value set to 0 (all changes
are sent to the snapshot) and its compression value set to 0 (all non duplicate changes
are sent to the archive)
FTH_FROM_HIST is a output tag (location 3 set to 2) with exception value is set to 0
(all values are sent to the PLC) and its compression value turned off. Its source tag is
FTH_HS_TO_HIST (which is both its trigger and value).
Note: The compression for FTH_HS_TO_HIST could be turned on if you want to archive
all the handshake values sent to the PLC
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In this example, the FTH_HS_TO_ HIST tag in the ControlLogix processor is automatically
changing based on the accumulated value of a counter. Since this is an Advised tag in
FactoryTalk Historian, whenever the value changes Historian is reading the value and archiving.
FactoryTalk Historian is handshaking with the ControlLogix processor by sending the same
value back to ControlLogix in tag FTH_HS_FROM_HIST. The handshaking logic in the
ControlLogix program is comparing the two values, verifying that the value sent to
FactoryTalk Historian is the same value that was sent back. If these values do not match, the
FTH_HS Error_Timer timer times out, resetting the logic. Additional ladder logic could be
written to set off some other alarms, effect machine or process operation in some way, etc.
This Part A exercise is complete
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Lesson 12
Understanding and Using Basic Alarms
What You Will Learn
In this exercise you will examine alarming capabilities using FactoryTalk Historians server-side.
In the basic output points exercise, you looked at how you might take advantage of FTHs more
advanced calculation capabilities to enable the control system to alarm off of a time-weighted
average (TWA). This exercise contains more complex alarm conditions which are better handled
at the server instead of the controller.
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The first part of this exercise incorporates changes in government regulations addressed in
the basic output points exercise. Originally, additional effluent processing was required
when the 5 minute time-weighted average exceeded 106 degrees. Our company, having
noticed that the 106 degree mark is occasionally only briefly crossed, has successfully
lobbied the government to loosen their restrictions. Now mandatory effluent processing is
required when the 5m TWA exceeds 108 or when the 5m TWA exceeds 106 degrees for at
least one full minute. While these new regulations will result in cheaper operations, they
are becoming increasingly difficult to handle in the control system. You will employ
FactoryTalk Historians alarming capabilities to better handle these new restrictions.
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
2. Open the FactoryTalk Administration Console and right-click on the Mach3 Area of Line1
of the Application MyApp. Select Add Individual Historian Points
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6. All alarm points must belong to an existing alarm group. Expand the Alarms category and
select the Alarm Groups plug-in.
7. If a dialog box pops up, click OK to confirm the default alarm point sources. Notice the
@ symbol will be used for PI Alarm Points:
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10. Set the Group Name field to Environmental and the Descriptor field to Group for
Environmental Alarms.
11. Click OK.
12. Expand the Points category and select the Point Builder plug-in.
13. Using the Point Builder SMT plug-in, click on the New toolbar button.
14. Name the tag T100_TWA_Temp_Alarm (NOTE: Do not Save this tag until you at least
change the Point class (in following steps) to Alarm. Once you save a tag you cannot
change its Point class).
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Point source: @
17. Enter a Tag Mask of *Store* and then click the Search button.
18. Select tag StoreValue_1, as the Source Tag and click OK.
19. Verify that the following options were set in Step 14 to 18 above.
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.
26. Click the New button on the toolbar.
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27. Select the type of ProcessBook Display (pdi) file and enter T100 TWA Temp Alarm in the
Display Name field. Click OK.
28. Verify that you are in build mode, the build mode icon on the toolbar will be highlighted (if
not, click the build mode icon to change to build mode).
30. Drag a Trend box into the T100 TWA Temp Alarm display that covers most of empty space.
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31. The Define Trend view will appear, select the Tag Search button.
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32. Use the Tag Search feature (maybe more than once) to select the following two tags:
T100_TWA_Temp_Alarm
MyApp.Line1.Mach3:Mach3_Ent:FTHistorian.Program:MainProgram.StoreVa
lue_1
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37. We now will manually change the value of the StoreValue_1 tag in the CLX processor to
simulate values that will trigger alarm conditions. Open the Data Client tool from Start ->
All Programs -> Rockwell Software -> FactoryTalk Tools:
38. If requested, on the Initial Connection dialog box select FactoryTalk and then on the
Select FactoryTalk Directory dialog box select Network Connection and click the OK
button(s):
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39. Select Mach3 of Line1 of the MyApp application and click OK:
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41. Select the StoreValue_1 tag in the Program:MainProgram location and click OK:
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44. In the Data Test Client, you should see the value of 100 is now in the CLX tag. If you go
back to your ProcessBook trend, you should see the trend updated with a value of 100 for this
tag.
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45. The alarms you set up will be triggered with a HIGH alarm if the value of the
StoreValue_1 tag is greater than 106 for more than a minute. A HIHI alarm will be
triggered if the value is greater than 108 at all (doesnt have to be for a minute). Using the
Test client, experiment with changing the value of StoreValue_1 and seeing the results on
your trend. You should see results similar to the following:
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Some time after the changes to the regulations took affect, the Green&Clean activist group
successfully lobbied the government to make them aware of the tragic die off of
Helicobacter pylori, an endangered bacterium. It turns out that when the rivers
temperature changes too quickly, this whole family of bacteria is unable to adapt. The
government has consequently added an additional restriction to the effluent stream
temperate. If the spot temperature changes faster than 80 degrees per second, additional
processing must be performed.
1. Unfortunately you cannot reuse the existing alarm point for this new regulation because it is
dependant on a different source tag. Select the Point Builder plug-in under the Points
category.
2. Using the Point Builder SMT plug-in, click on the New toolbar button.
Point source: @
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10. Expand the Data category and select the Current Values plug-in.
11. Using the Current Values SMT plug-in, click on the Search toolbar button.
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12. Use the Search tool (maybe more than once) to select the following tags:
MyApp.Line1.Mach3:Mach3_Ent:FTHistorian.Program:MainProgram.StoreVa
lue_1
MyApp.Line1.Mach3:Mach3_Ent:FTHistorian.Program:MainProgram.StoreVa
lue_2
T100_TWA_Temp_Alarm
T100_Temp_Rise_Alarm
13. Using the Current Values SMT plug-in, click on the Start Updating toolbar button.
14. As you did earlier in this exercise, use the Data Test Client to change the values of the
StoreValue_1 and StoreValue_2 tags. Observe the Current Values for each tag and the
Alarm tags in the SMT. The T100_TWA_Temp_Alarm should be going to HIGH if
StoreValue_1 is greater than 106 for more than a minute and HIHI if at all greater than
108. The T100_Temp_Rise_Alarm should be displaying RATE if the change of the
StoreValue_2 is greater than 80 per second.
Finally in the third part of this exercise you are going to look at visualizing these alarms
with the separately licensed AlarmViewer utility.
1. Launch the PI AlarmViewer either from the icon on the desktop (if present) or from
location:
Start -> All Programs -> PI System -> PI AlarmViewer.
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3. In the Displayed Servers pane (lower-right corner of screen), place a check in the box next
to VM-HIST-1.
4. In the Alarm Groups pane on the left, select the Environmental group. Note that the
current status of our two alarms can be monitored to the right.
Note: If the alarms were not configured to auto-acknowledge, you could acknowledge the
alarms by either right-clicking on them or one of the two buttons shown below:
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8. In the History Results pane, click on the Start Time column header to sort the results based
on start time.
9. Observe how you can see a list of the occurrences of both alarms including their durations.
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Lesson 13
Configuring Event Framing - PIBaGen
What You Will Learn
This exercise covers creating a PIUNIT in the module database. It can be configured to work
with PIBaGen. The batch counter can be used as the batch active and batch label tag. The phase
counter will be used as a sub-batch id and label. The PIBaGen service may need to be manually
started.
Reference:
The PI Batch Generator Interface (PIBaGen) collects data from the Historian Server (from the
Historian Data Archive and the PI Module Database), generates batch data and writes the batch data to the
Historian Server in the Batch Database. PIBaGen is used when there is no native interface to generate
and store batch data in the PI System. PIBaGen automatically generates PIUnitBatches, Batches and Sub
Batches for each PIUnit that is configured and registered. The generated batch information can be
accessed using tools like BatchView and PI Batch Database Editor. This interface is not UniInt based and
does not support any Failover. It only populates the PI Batch Database based on PI Events and does
populates only one PI Point which represents the status of the interface.
A PIUnit represents a piece of equipment in which a product is processed in batches. The Aliases
of the PIUnit define the PI Points associated with the equipment. Each time a product is
processed through a PIUnit, a PIUnitBatch is created. Since there can be only one batch
processed in a piece of equipment at any time, there can be only one PIUnitBatch associated with
a PIUnit at any time
A PIUnitBatch is the data object that encapsulates one ISA S88 concept of a batch. Here is the
definition from S88: The material that is being produced or that has been produced by a single
execution of a batch process.
PIBaGen recognizes the start and end of the processing in a PIUnit, and therefore the start and end of the
PIUnitBatch, by changes in values of a PI Point known as Active Point. Starting a PIUnitBatch includes
writing the start time and other properties of PIUnitBatch like Batch ID, procedure name, product name
etc., to the PI Batch Database. PIBaGen optionally also adds the PIUnitBatch to the collection of
PIUnitBatches under an object called Batch.
A Batch is used to record the production of a specific Batch; in practice this usually involves one or
more PIUnitBatches in one or more PI Units (one or more pieces of equipment). A Batch allows
collecting related PIUnitBatches. All the Batches and properties associated with Batches, like Product
Name, Batch Recipe, etc., are stored in the PI Batch Database.
The SubBatch information is also written to the PI Batch Database by the PIBaGen interface. A SubBatch
is a definable portion of a PIUnitBatch and is always associated with a PIUnitBatch. The start and end
time for each of these definable portions is determined by a separate Active Point called SubBatch
Active Point. Examples of S88 Sub-batches are Operations and Phases. Every SubBatch has a name, a
Heading and a collection of Sub Batches associated with it. The SubBatch collection allows for a
hierarchy of Sub Batches.
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Specifying the PI Points for Active Points and all other properties of Batches, PIUnitBatches and Sub
Batches is called the PIUnit Configuration. PIUnit configuration is stored as Aliases and Properties in
the PI Module Database. The creation and configuration of the PIUnit is done using the PI Batch
Generator Plug-in for PI SMT.
Reference Manuals:
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
3. Click the Import Existing Interface from .BAT file toolbar button
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10. In the Service area, set Startup Type to Auto and click the Apply button.
12. Open Windows Computer Manager Services and check that the newly created PIBaGen
service is running (click Start Administrative Tools Services and look for PI Batch
Generator Interface)
2008 Rockwell Automation, Inc. All rights reserved.
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15. Right-click on pisrvsitestop.bat and select Edit from the context menu
16. Remove the REM statement from the net stop pibagen
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19. Remove the REM statement from the net start pibagen
2. Expand the Operation category and select the Module Database plug-in.
3. Expand VM-HIST-1 and right-click on Modules and select New.
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4. Name the Module Reactor Section and click OK. Then, right-click on Reactor
Section module and select New to create a new PIUnit.
Note: A PI-Unit can also be created from the SMT Batch Generator plug-in MDB View
(Module Database View)
5. Enter T100 into the Module Name field and click OK
6. Assign an alias to the PI-Unit, right-click on the T100 module and create a new Alias
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7. Enter Temperature into the Alias Name field and map it to the T100_Demo_Temp.PV tag,
and click OK.
10. In the FT Administrator console explorer, right-click InstaCorp, point to and click Add
Individual Historian Points
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14. Browse InstaSoap \ Mixing \ CLX1 \ Online and select the tags T100_Batch_Counter.ACC
15. Click Add Tags(s) to List, (the selected tag will be displayed in the lower window) and click
OK.
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16. Note: The tag have been added to the Selected tag(s) and have the syntax /Instasoap
/Mixing:[CLX1]T100
17. Click OK.
18. Note: The new tag just added to the FT Historian will have the name:
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Batch_Counter.ACC
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20. Expand the Batch category and select the Batch Generator plug-in:
21. Select VM-HIST-1 in the middle pane under Registered Units Only tab.
22. Select the Interface tab in the right pane.
23. Set the Configuration Module Name to PIBaGen
24. In the middle pane, click the Save toolbar button
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25. Switch to the MDB View tab and navigate to the T100 PIUnit (VM-HIST-1 -> Reactor
Section ->)
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26. Using Batch Generator plug-in, (the right hand configuration view), select the
PIUnitBatches tab and configure the following:
ActivePoint Behavior to use Step and the Include zeroth state (Continuous) box is
checked
27. Select the PISubBatches tab and right-click on the SubBatch Hierarchy. Right click to
Add New SubBatch or click the New SubBatch Configuration icon
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ActivePoint Behavior to use Step and the Include zeroth state (Continuous) box is
checked
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30. In the Batch Generator plug-in tree view, select and right-click the T100 PIUNIT and Save
(or use the Save icon on the tool bar).
31. Right-click again on the T100 PIUNIT and select Register.
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35. Ensure that the PIUnitBatch search PIUnit field will be populated with \\VM-HIST\Reactor
Section\T100, if not, enter T100.
Note: if you starting the search from the top of the Batch database tree, then the PIUnit field
would contain an * then replace this with T100.
36. Click OK.
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37. Expand the Batch database search results and verify that Unit Batches are being created by
PIBaGen.
In the following example, there are 7 Unit Batches: the last unit batch in the list (1086) is still
running with PISubBatches 0 and 1, the previous unit batch (1085) started at 2/5/2008
2:53:00.733 PM and ended at 2/5/2008 2:54:15.92001 PM completing PISubBatches 0, 1, 2
and 3.
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Lesson 14
Using BatchView
What You Will Learn
In this exercise, you are going to be looking at a couple ways to visualize the batch information
being generated by the results of the previous exercise, (Exercise 12 - Event Framing
PIBaGen).
Configure a simple BatchView Group trend of the batches in absolute time view. Then switch to
a relative view and pick a batch to represent a golden batch. Align a phase of the golden batch
for comparison against other sub-batches
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
4. Select the type as ProcessBook display (pdi) file and enter BatchView in the Display Name
field.
5. Click OK
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6. Verify you are in build mode, the build mode icon on the toolbar will be highlighted (if you
are not, in build mode, click the build mode icon to change to build mode).
8. Drag a Batch Group into the empty space which covers most of the work area.
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11. From the Available Aliases pane at the bottom of the Batch group definition dialog, select the
Temperature alias and click the Add Alias -> button.
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14. Select the Settings tab and from the Plot Time pane, set the Absolute radio-button.
15. Click OK. The display may take a moment to retrieve all the data.
16. When the display appears, select the Run button on the ProcessBook toolbar.
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17. All the batches active during the last ten minutes are displayed in absolute time from the start
of the first batch to the end of the last batch.
18. Note: The most recently completed batch is coloured dark red, while the still in-process
batches are coloured light green.
19. Note: The temperature alias is in color to match the batch that it corresponds with.
20. In the Results Panel, select a Unit Batch and click the
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22. To display precise time information of a unit batch, right-clicking on Unit Batch
from the context menu select Properties
Page 8
and
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23. Change back to build mode, select the Build button on the ProcessBook toolbar.
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28. Note: The unit batches are aligned based on their start time. Times along the x-axis are now
seconds into the batch.
29. Pick a Unit Batch that you would like to be the Golden Batch.
30. Click in the Anchor column
31. The batch turns yellow to indicate it is the Golden Batch. The batch will be prevented from
expiring from the search results.
33. Suppose the 2nd phase of the unit batch is particularly critical for the process, you can align
all the unit batches based on their 2nd phase of the golden batch.
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34. Right-click on the 2nd phase of the golden batch and select Align to every PIUnitBatch\2
from the context-menu.
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35. Expand some of the sub batches and compare the 2nd phase against that of the golden batch.
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Lesson 15
Working with Digital States
What You Will Learn
Digital tags provide the ability to record information about discrete states, such as: running, idle,
e-stop, shutdown. Digital tags cannot be created without assigning them to a digital state set.
First you must use the System Management Tools to create a digital state set.
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
3. Expand the Points category and select the Digital States plug-in:
4. In the Digital States plug-in, first select the VM-HIST-1 server at the top of the tree.
Once that is selected, you will be able to click the Add Digital State toolbar button:
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6. To the right of the Digital State names, start by clicking in the State Name column. Enter
the text Manual:
7. Fill in all the following values (be sure to press Enter after typing in the last State Name of
Failed so the Failed state actually gets entered):
8. Click on the Save toolbar button so that your changes are not lost:
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9. Open the FactoryTalk Administration Console and right-click on the Mach3 Area of Line1
of the Application MyApp. Select Add Individual Historian Points
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13. Now that you have created the Machine_State digital state set, we can create a new digital
point that uses the created digital state set. To begin, select the SMT Point Builder plug-in:
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16. Click on the StoreValue_3 tag and on the General tab, create a new tag by setting the
following fields:
o Name:
Machine1_Current_Status (overwriting the StoreValue_3 tag
name)
o Point type:
Digital
o Digital set:
Machine_State
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19. We now will manually change the value of the StoreValue_3 tag in the CLX processor to
simulate values that will trigger different States. Open the Data Client tool from Start ->
All Programs -> Rockwell Software -> FactoryTalk Tools:
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21. Select Mach3 of Line1 of the MyApp application and click OK:
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23. Select the StoreValue_3 tag in the Program:MainProgram location and click OK:
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25. Type in a value of 1 and then click OK. If you look at the SMT Current Values, you
should see the StoreValue_3 tag with a value of 1 and the Machine1_Current_Status of
Auto.
26. Experiment with changing the value of the StoreValue_3 tag from 0 to 4. All 5 states you
entered in the Machine_State Digital State Set should be able to be displayed.
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3. Select new ProcessBook Display (.pdi) File, set the Display Name to Test, and click
the OK button:
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7. Click on the Tag Search button to select the Machine1_Current_Status tag (refer to
previous lessons for detailed steps). Set the Plot Time Start to *-15 Minutes. Click the
OK button:
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8. Use the Trend Cursor to explore the data of the new tag:
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Lesson 16
Using FTLD Health Points
What You Will Learn
In this exercise, you will configure the FTLD interfaces health points. These points will give
you a view into how long various functions of the interface are taking.
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Exercise:
1. Verify that you are on the VM-DATA-1 image by checking the hostname on the background
image.
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5. Right-click on one of the points and select Create All from the context-menu.
6. Acknowledge the error in creating the first point because of a licensing restriction, click
OK.
7. The status remaining health points (except the first point) should indicate Created.
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10. Expand the Data category and select the Current Values plug-in.
11. Using the Current Values SMT plug-in, click on the Search toolbar button.
12. Enter a Tag Mask of sy* and then click the Search button.
13. Click the Select All button.
14. Click OK.
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15. Using the Current Values SMT plug-in, click on the Run toolbar button.
16. Observe the Current Values for a each FTLC Health point:
Note the IO Rate indicates the number of items sent to the server since the last
heartbeat
Note the output rate and output bad value rate which accumulate counts during the
performance period which defaults to 8 hours
Note that advise mode tags are shown in scan class 0 regardless of their actual scan
class
Note that polled / event and output mode tags are not shown in any scan class
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Lesson 17
Using and Displaying Audit Information
What You Will Learn
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3. Expand the Operations category and select the Tuning Parameters SMT plug-in.
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4. In the Tuning Parameters plug-in, first select the EnableAudit server at the top of the
tree. Once that is selected, you will be able to double-click to display the properties window.
Note: Auditing mask - the entered value is a bit mask where each bit refers to a specific
database -1 enable the audit of all databases. Masked parameter (Point:1, Digital Sets:2,
Attribute Sets:4, Point Class:16, User:32, Group:64, Trust:128, Module:256, Heading:512,
TransferRecord:1024, Campaign:2048, Batch:4096, UnitBatch:8192, Snapshot:268435456,
Archive:536870912, DBsecurity:1073741824)
5. Change the auditing Value to -1 and click OK
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6. For the auditing entered value to take effect FT Historian must be stopped and restarted
7. Click the Stop FT Historian System.bat icon if on the desktop, or select Start Programs
Rockwell Software FactoryTalk Historian Stop FT Historian system
8. Once all of the services have stopped, click the Start FT Historian System.bat icon if on
the desktop, or select Start Programs Rockwell Software FactoryTalk Historian Start
FT Historian system
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3. From the archive editor, you need to search / select the tag value we wish to view / modify.
In this case I have selected the tag T100_Demo_Temp_DegC (you may choose a different
tag). The archive editor will display data for the time period specified in the low window.
4. From the archive editor select the value you want to change and enter a new value (modified
value of 99 in this example), tab all the way across the columns, then click the save icon
followed by Get Events
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5. From the SMT Tools menu select AuditViewer and launch the application.
6. From the AuditViewer expand the Manage section and click the Manage link
7. Double-click the Archive 0 icon to display the subsystems files details.
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8. From the subsystem details page scan each of the files in turn by selecting the Scan File
button from each of the three subsystem views.
10. You can also view this in table form. From the menu bar select the Table tab.
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11. Change the search Start Time to reflect the time period when the change was made, (in
this example, the past 5 minutes).
12. Select Search to display and audit records for the time period specified.
Note: FT Historian Audit Records are presented in a hierarchical grid format in the Results
pane.
13. To view more detailed information, select the entry you wish to view and click the + symbol,
this will display detailed information about the tag value old and new value, if marked
substituted etc.
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14. Detail Information can also be accessed by clicking on the "Details" options from the right
mouse-click menu.
15. Change the start time to say 1 month and the end time to now (*) and then select search to
display the audit files for the last month, (If Start Time and End Time are both left blank,
then all AuditRecords will be returned.
16. From the File menu select the Export option and save the export file in csv format.
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17. Select the export file just saved and open, review the contents of the exported audit file. Can
you find the changes you recently made?
18. Self directed task - try changing other tag values and using the filter options and custom
setting found in the left-hand window.
Optional Exercise
How to create a new empty file
The subsystem auditing must be set offline to copy, delete, export, move, or back up Audit
Database files. In addition, you can perform administrative activities on Audit Database files
when the corresponding subsystem is stopped.
To place subsystem auditing offline, use the command:
piartool systembackup start subsystem <subsystem>
Note: As of version 2.00, the PI Server supports online backups as described in the
PI Server System Management Guide. To maintain backward compatibility, the
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Note: Audited subsystems can remain in auditing offline mode for limited periods, after which
they
Automatically switch to auditing online mode:
The PI Snapshot subsystem, because of critical data-loss prevention duties, switches to
auditing online mode after 5 minutes.
The PI Archive subsystem and PI Base subsystem switch to auditing online mode after 30
minutes.
4. Copy the data file from the log directory to another location (either through windows
explorer or the command line).
5. Delete the file from the PI System log directory, (either through windows explorer or the
command line).
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6. Place the archive subsystem (piarchss) system back to online mode with:
piartool -systembackup end -subsystem piarchss
Note: When a subsystem enters auditing online mode, it creates a new data file. If file creation
fails, the piartool backup command will return an error and the subsystem automatically reenters auditing offline mode. If the problem persists, the aautomatically switch to auditing online
mode cycle continues until the audit file is successfully opened. In addition, this activity is
written to the Message Log.
7. The above replacing / creating the audit database files can be carried out for each of the three
subsystems:
The following commands for each subsystem can be run from the PI\adm directory:
PI Archive
piartool systembackup start subsystem piarchss
copy ..\log\piarchssaudit.dat ..\pi\temp
del ..\log\piarchssaudit.dat
piartool systembackup end subsystem piarchss
PI Base
piartool systembackup start subsystem pibasess
copy ..\log\pibasessAudit.dat ..\temp
del ..\log\pibasessAudit.dat
piartool systembackup end subsystem pibasess
PI Snapshot
piartool systembackup start subsystem pisnapss
copy ..\log\pisnapssAudit.dat ..\temp
del ..\log\pisnapssAudit.dat
piartool systembackup end subsystem pisnapss
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Lesson 18
Using Archive Management Tools
What You Will Learn
Managing archives in FactoryTalk Historian is a straight-forward task. You can use the
Archives plug-in. for SMT to create, register, and unregister most archives. If you want to create
new archives smaller than your primary archive, you need to use the pi command line utilities
which can sometimes be helpful in testing environments.
Three Archive files are created at default. Each 128 MB in size.
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An Archive Shift occurs automatically when an archive file becomes approximately 99% full.
When an Archive Shift occurs, either a new archive file will be created or an existing file will
be used. This is controlled by a Tuning Parameter called Archive_AutoArchiveFileRoot.
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If more than one empty archive files exists, the most recently created archive file will be
used.
If there are no empty archive files, the oldest full file will be used. The archived data
already in this file will be erased and new archive data be written to it.
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
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5. Leave the default Archive path and Archive name. Switch to the option to Create
archive larger than current primary. Set the size to 192 MB and then click the OK
button:
6. Recall that we could create a fixed time archive, or an archive of the same size or larger than
the primary archive. To create a smaller archive we need to use the pi command line tools.
Leaving the SMT running in the background, launch a Command Prompt:
8. To create an archive only 50MB in size, which is smaller than the primary, run the command:
piarcreate ..\
..\dat\
dat\piarch.005 50
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9. We could register our new archive with the SMT, but since we are here, lets use the pi
command line tool. Run the command:
piartool ar ..\
..\dat\
dat\piarch.005
10. Leave the Command Prompt running and switch back to the SMT. Click the Refresh
toolbar button so the new archive file is displayed:
11. Typically when you have quite old archive files, you will want to move them off to a readonly medium or network accessible storage. The archives can still be queried by simply
registering the new location with FactoryTalk Historian. Click on our newly created
piarch.005 archive and click the Unregister selected archive" toolbar button:
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13. Leave the SMT running and switch back to your open Command Prompt. Run the
command:
mkdir c:\archives
15. Close the Command Prompt and return to the SMT. Click on the Register an archive
toolbar button:
16. Navigate to the directory C:\archives, select the file piarch.005, and click the Open
button:
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Lesson 19
Scheduling Backups of Historian Data
What You Will Learn
Its important to back up the FactoryTalk Historian Server at least once a day, so that you don't
lose data and configuration information if something goes wrong with your equipment. All
backups of Historian that are done while the Historian System is running are managed by the PI
Backup Subsystem.
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4. Type pibackup and press Enter. You should get the following. Please read through the
information, including descriptions of the backup path, number of archives, archive
cutoff date and -install parameters:
5. To create a Scheduled Task that will backup Historian in C:\Backup, including the 5 most
recent archives, enter the command:
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7. Close the Command Prompt and launch the Services applet from the
Administrative Tools program group:
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9. Close the Services window and open the Scheduled Tasks folder by doubleclicking on the Scheduled Tasks entry on the Control Panel menu:
10. Verify that the PI Server Backup task has been created and has a Next Run
Time of 3:15 AM on tomorrows date (the day after the date that you created this task).
Note that 3:15 AM is the default for this task controlled by settings within the pibackup.bat
file:
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11. Since we dont want to wait until 3:15 AM tomorrow morning, right-click on the task and
select Properties:
12. On the Schedule tab, enter a start time of two minutes past your computers current time
(2:25 PM in below example). Click Apply and OK:
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14. On the C: drive you should now have a Backup folder with contents such as the below.
The subfolders store the backup configuration files and archives. The .txt file is a log file
that stores information about the backup that you have just completed:
Note: The pibackup will create incremental backups to these files every day, except for
Mondays when full backups are again performed. These settings are within the pibackup.bat
file and could be edited. If you want to force a full backup, deleting the contents of this
Backup folder and then re-running the backup will once again create a full backup.
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15. Open and look through the backup log file. Check at the end that the backup script
completed successfully:
16. Note the WARNING!! WARNING!! WARNING!!...in this log file about no
pisitebackup.bat file. The pibackup.bat file is only backing up to your local hard drive. You
should also back up to a separate computer in order to recover from a hard disk crash of the
computer running Historian Server.
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2. Right-click on this folder and select Properties and change to non-read only (un-select
checkbox):
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4. Now, right-click on the pisitebackup.bat file and select Edit. Notepad should open and you
should be seeing the contents of this file. Following is an excerpt from this file. Edit the
areas shown below in bold, larger letters so that your version matches. You will be
identifying the VM-DATA-1 computer as the computer to send a backup to and also adding
quotation marks around %AdmPath% to fix a current issue with this .bat file.
::::::::::::::::::: EDIT THIS SECTION ::::::::::::::::::::::::::::
:: Change "remote_computer_name" to a valid remote computer name
set UNC_BACKUP_PATH_ROOT=\\VM-DATA-1\c$\pibackup
:: COPY SITE-SPECIFIC FILES HERE
:: EXAMPLE:
@REM if not exist "%BackupPath%\sitebackup" mkdir "%BackupPath%\sitebackup"
@REM copy /Y "D:\Program Files\PIPC\dat\pipc.log" %BackupPath%\sitebackup
:: If you are using a 3rd-party backup application to backup
:: application to backup your intermediate-backup directory, then
:: uncommnet the following line to prevent the interemediate
:: backup directory from being backed up by this script.
@REM exit /B %_siteretval%
:::::::::::::::: DO NOT EDIT BELOW THIS LINE :::::::::::::::::::::
::Cleanup from previous backup
erase /F /Q temp_sitebck_*
::Determine the time of the last backup
"%AdmPath%"\piartool -backup -query -verbose >
temp_sitebck_verbosequery.out
find "Last Backup Start:" temp_sitebck_verbosequery.out >
temp_sitebck_lastbackupstart.out
FOR /F "tokens=4-7 skip=2 delims=: " %%i IN (temp_sitebck_lastbackupstart.out)
DO SET PIBackupTime=%%i_%%j.%%k.%%l
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7. So that this task has permission to write data to the VM-DATA-1 computer, specify the
user of Administrator and set password to rockwell. Click OK after making these
selections:
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8. Re-Run the pibackup by either changing the run time to a couple of minutes after your
computers current time (as you did in the last section of this exercise), or by right-clicking
on the Scheduled Task and selecting Run:
9. If you look on the VM-DATA-1 computer, there should be a C:\pibackup folder with
incremental backup information. A full backup will be performed by the scheduled task on
Mondays, unless the contents of the VM-HIST-1 computers C:\Backup folder is deleted in
which case a full backup will be performed if the Scheduled Task runs again.
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Lesson 20
Configuring Interface Redundancy
What You Will Learn
In the VMWare images being used in this class, RSLinx Enterprise is on the VM-CLX image.
We have been using VM-DATA-1 as an image to collect data via the FTLD2 interface. Another
VMWare image called VM-DATA-2 will now be used as a redundant interface to the interface
on VM-DATA-1. Up to this point in the class we have not powered on VM-DATA-2 in an
effort to reduce system load on our host operating system. In this exercise we are going to
configure a FactoryTalk LiveData interface instance on the second interface node which will
cooperate with the existing interface to provide interface level redundancy.
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Exercise:
1. Begin the exercise by powering on the VM-DATA-2 image.
2. Log in to the VM-DATA-2 image.
3. On the VM-DATA-2 image, we want to adjust the default connection timeout setting and
connect to the VM-HIST-1 server. Launch the AboutPI-SDK utility:
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5. Similar to how you did in the Add Historian Server Connection on Distributed Interface
Node section of Exercise 1, add the VM-HIST-1 server, remove VM-DATA-2 as a server
and change the Connection Timeout to 30 seconds. Click the VM-HIST-1 box to
verify connection. The dialog box should now resemble the below. Note that we are using
30 seconds for the purposes of this training. In the real-world you may need a time less or
more than 30 seconds. When finished, click the Close button and close the About PISDK.
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8. Navigate to the LDInterface directory and select the FTLDInt_FTLD.bat.bak file. Click
the Open button.
9. You will be prompted to select the Host PI Server. Select VM-HIST-1 from the drop-down
box and click the OK button:
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10. Change the Interface ID from the default value of 1 to the same ID as that of our primary
interface on VM-DATA-1, Interface ID of 2.
11. Select the Service category in the left pane. Change the service ID to match the interface ID
of 2. Click the Save changes to the Service ID button next to the Service ID. Click Yes
to the service ID change confirmation dialog. Click Yes to save the interface before
changing the service ID and reloading:
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12. When the save and reload completes, return to the Service category. Change the Display
name to FTLD2 and then click the service Create button:
14. Change the radio button to Enable buffering with PI Buffer Subsystem and click Yes on
the subsequent confirmation dialog:
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15. Select the Buffered Servers category and then select the VM-HIST-1 server from the dropdown box. Click the OK button to return to the main ICU window. Click Yes on the
confirmation dialog:
16. Select the General category and then go back to the Service category. When you do, click
Yes to confirm that you want the ICU to add the buffer subsystem dependency:
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7. Select the FTLDInt2 located on VM-DATA-2 and then click on the OK button:
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8. Right-click on one of the failover tags and select Create UFO_State Digital Set on Server
VM-HIST-1 on the context-menu. Click OK on the success dialog.
9. Again right-click on one of the failover tags, but this time select Export Point
Configuration (.csv) on the context menu:
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10. Navigate to the HostRoot\Temp folder of the Z: drive (ask Instructor if there is an
alternative). This corresponds to the temp subdirectory of the host system. Click the Save
button.
11. Leave the ICU open and log in to the VM-CLX image:
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14. Select the FTHDemo.ACD file in the C:\RSLogix 5000\Projects folder (or folder identified
by Instructor) to open the project.
15. Verify that the following tags exist in your project in the Controller FTHDemo folder,
Controller Tags area. If so, skip to step 28. If not, follow steps 16-27 to create these tags
and download the revised project to the CLX processor.
FTLD_Active
DINT
FTLD_HB1
DINT
FTLD_HB2
DINT
16. In the controller organizer view, expand the Controller FTHDemo folder.
17. Right-click Controller Tags, point to and click New Tag
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21. Repeat steps 16 through 19 and create the remaining two tags, remember to select the correct
Data Type for each.
22. In the controller organizer view, double-click the Controller Tags icon to display the
controller scope tag monitor view.
23. Review the three new tags that you have created, double-click the control tags icon to display
the controller scope tag monitor view.
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27. When download is complete, set the controller back to Remote Run:
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31. Set the following tag attributes for the first six tags (may be done already if file provided in
Class Files folder was used):
Tag
FTLDInt2_UFO_Active_IN
Instrumenttag
InstaCorp/InstaSoap/Mixing:RSLinx
Enterprise:[CLX1]FTLD_Active
FTLDInt2_UFO_Active_OUT
InstaCorp/InstaSoap/Mixing:RSLinx
Enterprise:[CLX1]FTLD_Active
FTLDInt2_UFO_Heartbeat1_IN
InstaCorp/InstaSoap/Mixing:RSLinx
Enterprise:[CLX1]FTLD_HB1
FTLDInt2_UFO_Heartbeat1_OUT InstaCorp/InstaSoap/Mixing:RSLinx
Enterprise:[CLX1]FTLD_HB1
FTLDInt2_UFO_Heartbeat2_IN
InstaCorp/InstaSoap/Mixing:RSLinx
Enterprise:[CLX1]FTLD_HB2
FTLDInt2_UFO_Heartbeat2_OUT InstaCorp/InstaSoap/Mixing:RSLinx
Enterprise:[CLX1]FTLD_HB2
location3 location4
1
1
2
32. To create the new tags, select the Export Tags command on the PI-SMT menu.
33. In the Export PI Tags dialog, verify that the Mode is set to Create and click the OK
button.
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36. Click the Restart interface service toolbar button and click Yes when asked if you want
to save the interface configuration:
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41. Expand the Data category and select the Current Values plug-in.
42. Add all of the FTLDInt2_* tags to the current values monitor and click the Start Updating
toolbar button:
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44. Create a new ProcessBook Display (.pdi) and draw a Trend on it. Add the T100_Sim_Vol
tag and configure the time range for the last 5 minutes:
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49. Can you see where the network was disconnected? Does data collection continue even
though the network was disconnected?
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53. Watch the SMT current value until the Interface_1_State changes to Backup. If the state
also says No PI, continue waiting.
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58. Can you see where the network was disconnected? Does data collection continue even
though the network was disconnected?
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62. Watch the SMT current value until the Interface_2_State changes to Backup. If the state
also says No PI, continue waiting.
63. Try writing a value (1 or 2) to the FTLD_Active tag in the CLX processor (via RSLogix
5000) to manually force an interface changeover even though both nodes are connected.
64. When you are finished experimenting, revert back to non-redundant conditions by:
a. Make sure Interface_1_State (VM-DATA-1 image)is Primary
b. Use ICU on VM-DATA-1 image to de-select Enable UniInt Failover and
accept/save changes
c. On the VM-DATA-2 image, shutdown the image by selecting Start Shut Down,
enter some comment and click OK
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Lesson 21
Using View SE Updated Trend Object to Display
Historian Data
What You Will Learn
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Exercise:
1. Verify that you are on the VM-DATA-1 image by checking for the following in the upper-left
corner:
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3. When prompted, select the Site Edition (Network) application type and click
Continue:
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5. Open the graphic titled process overview by double-clicking on it (in the MixingHMI
Graphics folder):
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8. On the General tab, change the Data Server to Poll historical data:
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9. On the Pens tab, change the Pen Source to Historian Server and then click
the Add Pen(s) button. Please note that the Pen Source selection only controls
the action that will be taken when the Add Pen(s) button is clicked. It does not have
any effect on existing pens, and should it switch back to the default value after a pen is added
this does not indicate that the pen is no longer using the Historian Server source.
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10. On the Add Pen Configuration dialog, click the button to launch the tag search
dialog:
11. On the Tag Search dialog Basic Search tab, change the Tag Mask to
*T100_Demo* and then click the Search button:
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12. Use Ctrl-clicks to select both the Temp.PV and Volume.PV tags. Click the OK
button:
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16. On the Display tab, change the Maximum pen caption length to 80:
17. On the X-Axis tab, change the Time span to 5 Minute(s). Click the OK
button to finish:
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18. Verify that the pens have been added to the trend, then click the test (play) button:
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19. Experiment with and explore the trend. Note that the data is coming from the FactoryTalk
Historian archive and is not being updated from the snapshot table. This means that updates
will only be displayed when events pass the compression test.
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Lesson 22
Creating and Editing ProcessBook Trends
What You Will Learn
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2. Launch ProcessBook:
3. When you start ProcessBook, you will be prompted with an error connecting to node 49864.
The read-only PBDEMO.PIW starts every time you run ProcessBook and it is pointing to a
nonexistent Historian server. Click OK to point to the current Historian server. You will
have to do this every time you launch ProcessBook unless you go to some trouble to remove
the read-only property and save the remapped file.
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20. Close the ProcessBook demo file that opened at default and dont save when prompted:
22. Select the ProcessBook (.piw) File type. Give your new ProcessBook workbook
the name of Trends and click OK:
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24. Select the ProcessBook Entry type and then click the OK button:
25. Set the entry Label to Basic Trends and select an entry Type of Text. Click
the OK button:
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27. Select the ProcessBook Entry type and then click the OK button:
28. Set the entry Label to Simple Trend and select an entry Type of Display.
Set the Level to 2 and click the OK button:
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29. You should now have a ProcessBook workbook that looks similar to the following:
30. Change to build mode by selecting the Build button on the toolbar:
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34. Set the Point Source to ftld and click the Search button:
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36. Set the Start time to *-5 Minutes and then click the OK button:
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Multi-Trend Layout
Now that you have some experience building a basic trend, we will use these skills to create
multiple trends arranged together.
1. Again, click on the New toolbar button:
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2. Select the ProcessBook Entry type and then click the OK button:
3. Set the entry Label to Multi-Trends and select an entry Type of Display.
Set the Level to 2 and click the OK button:
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7. Set the Plot name to Level. Use the Tag Search button to select the tag
T100_Sim_Vol [refer to previous section for detailed steps]. Set Plot Time Start to
*-5 Minutes. Do NOT click the OK button. Last, click the New Plot button:
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8. Set the Plot name to Temp. Use the Tag Search button to select the tag
TI100 [refer to previous section for detailed steps]. Set Plot Time Start to *-3
Minutes. Do NOT click the OK button. Last, click the New Plot button:
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9. Set the Plot name to T100. Use the Tag Search button to select both tags
T100_Demo_Temp.PV and T100_Demo_Volume.PV [refer to previous section
for detailed steps]. Set Plot Time Start to *-50 Seconds. Do NOT click the OK button.
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10. On the Display Format tab, select Plot-0 from the drop-down and DEselect the
Vertical Scale Inside Axis option. Do NOT click the OK button:
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3. On the Start tab, uncheck the Run Mode Bias option (if not already unchecked). This
will keep the processbook from going into Run mode as items are added. Click OK
when finished:
4. Your processbook may have entered Run mode if your Run Mode Bias option was on
prior to step 3 above. Put the processbook in Build mode by clicking on the build icon in
the tool bar.
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5. In the last section, you always used the New button to add entries to the processbook. This
time, select the Insert menu and then Text:
7. Again, select Insert Text and this time enter a Label of Tank Temperatures.
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8. One more time, select Insert Text and enter a Label of Miscellaneous. When finished,
your processbook should appear as follows. Note the three tabs creating individual pages
of your processbook:
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10. Enter a Label of Tank 1 and change the Level to 3 which will result in indenting the
display name on the page a couple of times. Then, click OK:
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12. As you did in Part A of this exercise, add a Trend to this display using ControlLogix tag that
ends in T100_Sim_Vol. Your display should appear similar to the following (may need
to widen your trend for the tag name to appear on the right side such as in the below
example):
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13. Close the Tank 1 display. It will ask you if you want to save changes, be sure to click Yes:
You will actually be saving your entire processbook .PIW file (the display is embedded in it).
Save to My Documents:
14. Your processbook should now appear as follows, with a Display named Tank 1 under the
Text of Tank Levels:
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15. Select Insert Display again and name the new display Tank 2. Do not bother putting a
trend or anything else on the display for now. Close and save it. Your processbook may
appear as follows, with Tank 2 above Tank 1:
16. Obviously, if that is what you intended and prefer, no need to change anything. However, if
you want to change the order you could select View Outline. Instead of Book mode,
your processbook would then appear as follows:
17. If your processbook appears in this way, with Tank 2 above Tank 1, first select Tank1
and then click the arrow up button. The order should be changed.
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18. If you go back to View Book mode, your processbook should appear as follows (you
may need to click the Tank Levels tab to bring that page forward):
19. You may have noticed that the tabs on the right-hand side of the processbook are appearing
in reverse order of how we entered them, with Miscellaneous on top and Tank Levels on
the bottom. To reverse that order, go back to View Outline mode. Select the individual
lines of text that you added and use the arrow up and arrow down buttons to move the
order to match the following:
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20. When you go back to View Book mode, the tabs will now be in the order youve
specified:
21. Click on the Miscellaneous tab and select Insert Link / OS Command. Configure the
dialog box as follows. Use the Browse button to select notepad.exe from the directory
C:\Windows\System32 (will need to look for all files, not just .piw or .pdi files)
22. When your processbook is in Run mode, you now have a link to open Notepad in case you
wanted to enter some notes and save them, or open previously written notes that were saved
as .txt files in case you want to read them (try it!).
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23. Add another link on your Miscellaneous processbook page to launch Microsoft Excel. The
path to Excel on your computer should be C:\Program Files\Microsoft
Office\OFFICE11\EXCEL.EXE.
Note: As a possible enhancement, when Excel opens you could have it automatically open a
particular workbook if your link is configured similar to the following (this example assumes
C:\Production Report.xls actually exists and is a valid Excel workbook):
"C:\Program Files\Microsoft Office\OFFICE11\EXCEL.EXE" "C:\Production
Report.xls"
24. As time allows, experiment with your processbook file adding items such as:
Add one or more displays to the Tank Temperatures page
Additional lines of Text as headings or section dividers on the pages
Change order tabs are displayed and/or order of items on pages
Launch additional applications from your processbook, such as the Windows
Calculator, Paint, etc.
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Lesson 23
Using Dynamic Elements in ProcessBook
What You Will Learn
Besides simple trends, you can also use dynamically updating elements in ProcessBook displays.
These are live elements whose properties change with time. This exercise will give you the
opportunity to work with the following:
Dynamic Text Value
Dynamic Bar Graph
Multi-State Symbol
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3. Select the VM-HIST-1 Server if not already selected, then open the Points options and
select Point Builder:
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5. Set Tag Mask to *Sim_Vol*, click Search, select the T100_Sim_Vol tag and then
click OK:
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6. Select the Archive Tab and verify Zero is set to 0 and Span to 120. If not, make required
changes:
7. Click Save:
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Page 6
2. Launch ProcessBook:
3. Click OK to select the VM-HIST-1 Server (the demo that opens at default is expecting to
see a different server):
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4. Close the ProcessBook demo file that opened at default and dont save when prompted:
5. Use the Open icon on the toolbar to open the file Ex04 PB Dyn Elem.PDI
located in the class files folder:
6. Because nothing is selected yet, we can set the default color properties for everything drawn
in the future. Click on the Drawing Color toolbar button (if grayed out, click somewhere
blank on the display to give it focus first):
7. Set the default Line color to black and then click the OK button:
8. If in Run mode, switch to build-mode and activate the Value toolbar button:
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9. Click on the background to the right of the tank to initiate the dynamic value dialog:
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11. Change the Tag Mask to *Sim_Vol* and click the Search button. Select the
T100_Sim_Vol tag and then click on the OK button:
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14. Click just above the dynamic level value and type the text Level:
16. With the Ellipse tool, use click-and-drag to draw two small circles next to the tank.
You can force a circle by holding down the Shift key while you drag:
17. With the default build cursor, click on the upper circle to select it. Then click on the
Multi-State Symbol toolbar button:
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18. Click on the Tag Search button to select the T100_Sim_Vol tag. Review step
11 for the details of tag selection. Change the Color for State 1 to green (State 2
will default to red). Change the Values for State 1 to be <= 90. Finally, click
the OK button:
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19. Repeat steps 20 & 21 for the lower circle. This time however, specify a Values for
State 1 of <= 10. Specify the color of State 1 to be red, and that of State
2 to be green. Use the State drop-down box to select the state to edit:
21. Using the Bar tool, drag a rectangle which exactly covers the box portion of the tank:
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22. Click the Tag Search button to select the tag T100_Sim_Vol, then click OK:
23. With the Bar object you just drew still selected, click the Drawing Color toolbar
button:
24. Change the Line and Background colors to None and then click the OK button:
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25. Click on the stem of the stirrer and on the Arrange menu, choose the Bring To
Front command:
26. Repeat step 25 with the Stirred tank label. You will have to click twice (slowly, not
double-clicking) to select the text label beneath the Bar we added on top:
Exercise continues on next page (leave your display open and in Run mode)
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2. Select the Trend tab and review the items listed. These settings determine the
Default settings for trends added to ProcessBook displays:
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3. Change the Start Plot Scale from *-8 Hour to *-5 Minutes:
4.
Click OK to accept the changes and close the Preferences dialog box.
5. If you wanted to add a trend to your current ProcessBook display, you could do so with the
standard trend button youve used several times already (dont actually do this):
6. Instead, this time click on the T100_Sim_Vol value on your running Processbook display:
7. Be sure your display is in the Run mode. If not, change to Run mode and then re-click on
the T100_Sim_Vol value. Then, click the Trend Display icon on the toolbar:
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9. Close the Ad Hoc trend. Click the value again and then click the Tag Properties icon:
10. You should get a property window for this tag as follows:
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11. Add two additional Value objects to your display assigned to tags of your choice:
12. With all three values selected (either rubber-band the cursor around them or use ctrlclicks), create an Ad Hoc trend.
13. With all three values selected, select Tag Properties. You should see a drop-down list
letting you select each of the tags, one at a time, to view their attributes.
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Lesson 24
Inserting ProcessBook Displays in View SE via
ActiveView
What You Will Learn
FactoryTalk Historian ActiveView provides the ability to embed fully interactive ProcessBook
displays in any ActiveX container. ActiveView provides a utility to extract individual displays
from a ProcessBook workbook. It also produces an HTML file which attempts to recreate the
general structure of the original workbook file.
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7. Run the setup.exe located in the FactoryTalk Historian SE_AV installation folder.
(Ask instructor for exact location)
8. Select the Install Historian ActiveView option:
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9. Proceed through the installation wizard and select a Typical setup when prompted:
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13. Click OK to select the VM-HIST-1 Server (the demo that opens at default is expecting to
see a different server):
14. Close the ProcessBook demo file that opened at default and dont save when prompted:
15. Use the Open icon on the toolbar to open the file Trends.PIW which you created in
an earlier exercise. If you did not complete the earlier exercise, instead open the
PBDEMO.PIW file located in C:\Program Files\Rockwell
Software\FactoryTalk Historian\Server\PIPC\Procbook:
16. Leaving open the Trends.PIW file, open the EXPORT.PDI file located in:
a. C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PIPC\ACVIEW\WebDev:
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18. When completed, click the Close button and then close the ProcessBook application:
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22. Click on the Simple Trend. Note that the first time you use ActiveView per session it
you may see a blank white box or one containing connecting message while it tries to
connect to the historian server. This is normal. Just wait a minute while the connection is
established:
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23. After the connection is established, the ProcessBook displays will display and be fully
interactive. You can switch to other displays without experiencing the initial connection
delay:
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2. When prompted, select the Site Edition (Network) application type and click
Continue:
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5. If you saved a trend object on the display in an earlier exercise, delete it now:
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6. Use the ActiveX Control object to draw a box in some empty space:
7. Select the PI ActiveView Control from the list and click the OK button:
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9. Leave the entry on the Server Ini tab blank. On the Display URL tab, enter a
Display URL of: http://VM-HIST-1/MULTI-TRENDS.PDI. Click the OK
button. If you did not complete the earlier exercise and exported the PBDEMO.PIW instead,
use a URL of: http://VM-HIST-1/Pulp Prep.PDI:
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10. Switch the FactoryTalk View display to test mode by clicking on the Test
Display toolbar button:
11. You now have a fully interactive ProcessBook display embedded in FactoryTalk View.
After you have experimented with the display, close all the applications. This exercise is
finished:
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Lesson 25
Using ProcessBook Data Sets
What You Will Learn
FactroyTalk Historian ProcessBook data sets provide a means of producing locally calculated
data. Data sets can perform flexible calculations on dynamic data which can be trended or
displayed like any other historian data point. The calculations are local to the ProcessBook
workbook and provide an ideal place to prototype calculations which once finalized can later be
moved to server side calculation mechanisms like performance equations.
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2. Launch ProcessBook:
3. Click OK to select the VM-HIST-1 Server (the demo that opens at default is expecting to
see a different server):
4. Close the ProcessBook demo file that opened at default and dont save when prompted:
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6. Select new ProcessBook Display (.pdi) File, set the Display Name to
Test, and click the OK button:
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8. In the Data Sets dialog, click on the New button and choose the PI
Calculation sub-type:
9. Set the data set Name to LEVEL and the Description to Tank Level. Set the
Tag or Expression to the tag SINUSOID and the Interval to 1h then
click the OK button:
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10. Close the Data Sets dialog by clicking the Close button:
11. Change to build mode by selecting the Build button on the toolbar (your ProcessBook
may already be in build mode):
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14. Use the drop-down to the right of the Tag Search button to select a PI
Calculation:
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15. First, select LEVEL from the Datasets list. Next, select from the Columns the
Average, Minimum, and Maximum columns. Finally, click the OK button:
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16. Change the Start Time to *-12 Hour and then click the OK button:
17. Examine the effect of the data set calculations on the SINUSOID tag. Notice how the
summary calculations that we selected are performed on an hourly basis as configured by the
Interval setting. (note that the below trend is showing 12 hours of dataif your
Historian Server has not been constantly archiving data over the last 12 hours, your trend
may have only a portion of such data).:
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3. Notice that the Data Sets dialog is again empty. This is because the data sets we
previously created are local to the file in which they were created. Click on the New
button and choose the PI Calculation sub-type:
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8. Use the Value tool and click on the area beneath the % Product A label:
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9. Select PI Calculation from the drop-down to the right of the Tag Search
button:
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10. Select PRODUCTA from the Datasets list. Next select % Product A from the
Columns list. Finally, click the OK button:
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12. Notice that the tank outlet now displays the current percentage of Product A:
13. With the Build cursor selected, double-click on the empty Plot-0:
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14. Select PI Calculation from the drop-down to the right of the Tag Search
button:
15. Select PRODUCTA from the Datasets list. Next select % Product A from the
Columns list. Finally, click the OK button:
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17. Now you can enjoy a live updating trend of the calculated product A percentage:
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Lesson 26
Using ProcessBook Relative Displays
What You Will Learn
Using Module Contexts from the Module Database we are able configure ProcessBook displays
against properties and aliases of units. Once these displays are associated with one or more
module units, the display will automatically populate with data from the chosen context.
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
2. Open System Management Tools and click on the Module Database in the Operation area:
3. Expand the VM-HIST-1 and Modules trees in the right-hand window. Note that there is a
%OSI Module already there. FactoryTalk Historian uses the Modules in this area for
internal storage and configuration of several different thing, including Interfaces:
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4. If a Module named Reactor Section already exists, please skip to step 6. Otherwise, create
this module by right-clicking on Modules and select New:
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6. Right-click on the Reactor Section Module that appears and select New Module:
7. Name the Module Reactor 1 and click OK. This portion of the Module Database should
now look like this (other item(s) might be listed of Reactor Section already existed):
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9. Enter an Alias Name of Concentration, select the VM-HIST-1 Server, use the Search
button to select the tag BA:CONC.1 and finally click OK:
10. If in this section you expand Reactor 1 and Aliases, your Reactor Section should now look
like the following:
11. Right-click on Reactor 1 two more times and add the following additional Aliases:
o Level, using tag BA:LEVEL.1
o Temperature, using tag BA:TEMP.1
12. When you have finished the above step, your Module should now look like this:
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13. Now we want to add some Properties to the Reactor 1 Module. Right-click on Reactor 1
and select New Property:
14. Name the property Height, select Data Type of Float and enter property value of 4:
15. After clicking OK, right-click on Reactor 1 and add another property of Radius, using
Data Type of Float and value of 2.2. The Module should now look like this:
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16. Now we will copy and paste the Reactor 1 Module to create a Module 2. Right-click on
Reactor 1 and select Copy:
18. If you expand the items you will see Copy of Reactor 1 has been added with the same
Aliases and Names as Reactor 1:
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19. One at a time, right-click on each of the items in this new Copy of Reactor 1 module and
edit as follows:
o Change name of the Copy of Reactor 1 module to Reactor 2
o Change the tag defined in the Concentration alias to SINUSOID
o Change the tag defined in the Level alias to SINUSOIDU
o Change the tag defined in the Temperature alias to CDT158
o Change value defined in the Height property to 5
o Change value defined in the Radius property to 2
20. The Module Database should now look like this, with the changes listed above made to the
aliases and properties:
21. Close the System Management Tools. Note: The next time you open the System
Management Tools, the list of Modules will be re-alphabetized and Reactor 1 will be listed
above Reactor 2.
22. Launch ProcessBook:
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Page 9
23. When prompted, accept the VM-HIST-1 server and then close the PBDEMO.PIW file that
opens at default and dont save changes.
24. Click on the New toolbar button:
25. Select a Type of ProcessBook Display (.pdi) File, set the Display
Name to Test and click the OK button:
26. Make sure that you are in Build mode and select the Symbol Library toolbar
button:
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28. Select a tank from the Tanks symbol library. Note: You can pick whichever tank you
wish, but if you want your display to match the display shown later in this exercise, you
should pick the Simple tank system 2 tank toward the bottom of the Tank library which
looks like this:
29. On the Tools menu, select the Add Module entry on the Module Context
sub-menu:
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30. Use ctrl-clicks to select both Reactor 1 and Reactor 2. Next click the > button
to add them both to the Selected Modules list. Finally click the OK button:
32. First, select Reactor 1 on the left part of the screen under Available Modules. Then, click
on the Value toolbar button and finally click on the background to the right of the tank to
initiate the dynamic value dialog:
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33. In the Format options, select a display location of Top for the Tag attribute. Next,
select the Module Context entry from the drop-down to the right of the Tag
Search button:
34. From the Properties category, select the Height entry. Next, click the >
button. Finally, click the OK button:
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36. Repeat steps 32 through 35 to add the Radius property and the Level,
Concentration, and Temperature aliases:
37. Click the Bar toolbar button and then drag a rectangle over the tank:
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Page 14
38. Select Module Context from the drop-down to the right of the Tag Search
button:
39. Click on the Level alias, then the > button, and finally the OK button:
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41. Click on the Value toolbar button and then click on the background below the tank:
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42. In the Format options, select a display location of (None) for the Tag attribute.
Next, select the Module Context entry from the drop-down to the right of the Tag
Search button:
43. Select the Current Context checkbox and then click the OK button:
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45. Select the Trend toolbar button and drag a rectangle on the background below the tank:
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46. Select the Module Context entry from the drop-down to the right of the Tag
Search button:
47. Click on the Teperature alias, then the > button, and finally the OK button:
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48. Change the Start time to *-1 Hour and then click the OK button:
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49. Change back to Run mode and try changing the active context to Reactor 2:
50. After you have finished exploring your module relative display, close ProcessBook. This
exercise has been completed.
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Lesson 27
Configuring and Using ProcessBook SQC
What You Will Learn
The PI SQC (Statistical Quality Control) add-in for ProcessBook provides a client side SQC
mechanism for FactoryTalk Historian. With the add-in, users can flexibly configure SQC
control charts. These charts can have advanced filtering, perform SQC statistical calculations,
and even check data points against SQC alarm conditions.
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Page 2
Exercise:
1. Verify that you are on the VMVM-HISTHIST-1 image by checking the hostname on the background
image:
3. Click the Open toolbar button and open the file Ex16
Ex16 - ProcessBook SQC
Setup.xls
Setup.xls located in the class files folder (ask instructor for exact location):
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5. On the Export PI Tags dialog, verify that the Mode is set to Create and then
click the OK button:
7. Close Excel and run the PI SQC installer (PISQC_3_0_15_7_.msi) located in the
Additional Installs class file directory (ask instructor for exact location).
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9. Launch ProcessBook:
10. If prompted, select the VM-HIST-1 Server and then close the PBDEMO.PIW file that
opens at default.
11. Use the Open icon on the toolbar to open the file Ex16a
Ex16a SQC.PDI
SQC.PDI located in the
class files folder:
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13. Verify that you are in Run mode and then explore the interactive SQC chart:
14. Drag a rectangle on the data plot to zoom in to the selected area:
15. Click the Revert Time Ranges toolbar button to undo the zoom:
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16. Double-click on the chart control to maximize it. Double-click on it again to return it to its
original size and location:
17. Use the One Time Period Back and One Time Period Forward toolbar
buttons to scroll through the data (may have to wait a few minutes if you get a No or not
enough data points or Not enough samples message):
18. Use the Scroll Time bar to free scroll through the data:
19. Use the set time range button to look at a specific period of data:
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20. Set the time span from *-4 Hour to * and click the OK button:
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23. Examine the various statistics and information available, eventually selecting the Plot
Data option and click on the Save Data To File button:
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26. When you are done examining the available statistics, close Notepad and close the
ProcessBook display file (NOT ProcessBook itself).
27. Click on the New toolbar button:
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28. Select new ProcessBook Display (.pdi) File, set the Display Name to
Ex16
Ex16 - XBar
XBar, and click the OK button:
29. Switch to Build mode and then click on the SQC Chart toolbar button:
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31. On the General tab, set the following fields (and click OK):
o Chart Title: X-Bar Control Chart
o Chart Type: X - Bar
o Chart Tag:
stationary1
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34. Take some time to explore your recently created SQC chart. When you are ready, use the
Save As command on the File menu:
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36. Double-click the chart to return to the configuration dialog (must be in Build mode):
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37. On the General tab, set the Chart Title to Moving Avg Control Chart.
Next change the Chart Type to Moving Average. Finally click on the
Sample tab:
38. On the Sample tab, set the Sample Size to 5 and then click OK button:
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44. Double-click the chart to return to the configuration dialog (must be in Build mode):
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45. We want to change the sampling algorithm. We want to take two samples every ten minutes
starting on 5 and 6 minutes after the hour. On the Sample tab, make the following
changes:
Calculation Basis to Time
Calculation Period to 00:10:00
Sample Period to 00:01:00
Start Time of Sample to 00:05:00
Finally, click the OK button:
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47. Take some time to play with the SQC chart. When you are done, close the current PDI and
then open the file Ex16b
Ex16b SQC.PDI
SQC.PDI located in the class files folder:
48. Double-click the chart to return to the configuration dialog (must be in Build mode):
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49. On the Sample tab, use the Tag Search button to select the
stationary3_filter tag and set the Filter Equation to :
stationary3_filter = 1
Then click the Check Syntax button:
50. Click OK to acknowledge that the filter equation is correct. Then, click OK to close the
PI-SQC Chart Definition dialog:
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51. Change to Run mode and use a Trend Cursor to view the values in the chart. No
values greater than 31.9 or less than 29.1 should appear:
52. Save the file and then close ProcessBook. This exercise has been completed.
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Lesson 28
Using DataLink Sampled vs. Compressed Data
What You Will Learn
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Page 2
image:
3. Enter text into the spreadsheet and widen rows as appropriate to create a spreadsheet
4. Click in the cell under the text Temperature; and then select PI Current Value:
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5. In the dialog box that appears, click the Search button to the right of the Tagnames(s)
field:
6. On the Tag Search dialog that appears, click the Search button (may have to click twice):
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9. You should have the current value of the T100_DemoTemp.PV tag with timestamp
displayed such as the following. Note: if one or more of your cells filled with number signs
(##########), widen out the cell to make more room for the information to fit.
10. This Current Value will not dynamically update, but notice if you press F9, whether this
cell is selected or not, the current value link will update (try it). Note that at times the tags
value may not be changing for many seconds in a row, so if the value doesnt change when
you press F9, please wait a few seconds and try again.
11. Now, select the cell under the Last Minute: text and select Compressed Data (Start
Time/End Time)
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13. Your spreadsheet should now be showing the last minutes worth of data from the archive.
Note that although this tag might be configured with a 1 second scan class, based on times
when the tags value isnt changing and also exception and compressions settings, there is
not likely to be data archived every second (below graphic only showing partial data):
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14. Notice that pressing F9 will continue to update the single Current Value on the
spreadsheet, but seems to have no effect on updating the Compressed Data (Start Time /
End Time) array. A special key combination of Ctrl Alt Shift F9 will update this and
other arrays you might add, as well as the single Current Value field. Please try this key
combination to verify.
15. Select the cell under the cell containing Last 10 Values Archived and select PI
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Page 8
17. You should see the last 10 values archived displayed. This new series of data, as well as the
other data on your spreadsheet, should update with Ctrl Alt Shift F9.
Note: In the last dialog you selected a Start Time of *, which specifies now or current
time. You also selected backwards in time. This was necessary because otherwise the
entry would try to show data ahead of the Start Time, instead of data archived prior to the
Start Time. Perhaps fine if the start time was at some point in the past. However, by Start
Time of current or now, data ahead of that time would have to be data archived in the
future, predicted by FactoryTalk Historian. FactoryTalk Historian is good, but not that
good!
18. When satisfied with the spreadsheet results, close the spreadsheet and save to My
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Page 9
3. Open the file Ex09 DL Samp Data.xls located in the class files directory (ask
your instructor for the specific location):
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4. Note the preloaded Start and End times in cells B3 and B4. Rather than static dates/time,
this spreadsheet is using a formula to enter yesterday (TODAY 1) at 9:00am as the start
time and yesterday at 9:01am as the end time. For the remainder of this lab to work
correctly, this exercise assumes your Historian Server was up and running and archiving data
between 9:00am and 9:01am the day before you are actually doing this exercise. If you do
not think data was being archived yesterday between these times, please modify the formula
to sometime when data was being archived and/or consult with your instructor for assistance.
5. Select cell B2 and then use the Tag Search command on the PI menu. Be
careful to not get the same named command on the PI-SMT menu.
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6. Set the Tag Mask to *Temp.PV and then click the Search button. Select the tag
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise.CLX1.T1
100.Demo_Temp.PV then
click the OK button:
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7. Select cell D26 and then use the Sampled Data command on the PI menu:
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10. Check the show timestamps box, and then use the same technique detailed in steps 7 & 8 to
pick the following cells:
Start Time
B3
End Time
B4
Time Interval B5
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11. After you clicked the OK button, the Sampled Data columns should be filled in with
equally spaced data points between the start and end times.
12. Now click in cell G26 and then select the Compressed Data (Start Time/End
Time) command on the PI menu:
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13. Check both the hide count and show timestamps checkboxes. Use the
techniques detailed in steps 7 & 8 to pick the following cells:
Tagname(s) B2
Start Time B3
End Time
B4
14. The chart is now updated with both regularly sampled and archived (compressed) data points.
Notice the small discrepancies that can appear in the sampled data when a peak happens
between samples. The archived data provides a more accurate representation of what
actually occurred than what you see with periodically interpolated data points:
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15. Also note the difference in quantity of source data points. If you want to refresh the data,
you will need to right-click within the Compressed Data set and choose
Recalculate (Resize) PIDL Formula off the context menu.
Note: In this case, you wont see any difference in the data when you do a Recalculate since
the formula is requesting data between specific start and end times (data recorded between
(9:00am and 9:01am yesterday). Instead of specific start and end times, if you were using
variable start and end times like start of * (now) and end of *-10 Minutes (10 minutes
ago), every time you Recalculate you would be likely to get different data.
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Lesson 29
Using DataLink Archived Data and Digital Tags
What You Will Learn
In the previous exercise we explored the difference in sampled versus compressed retrieval of a
time-series process value. In this exercise we use the compressed data function to retrieve state
changes of a digital tag. By employing some Excel logic functions we can quickly calculate
some very basic metrics.
In this exercise we will be looking at the tag BA:Active.2 to determine the operating time
percentage for a batch pump.
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Page 2
Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
3. Open the file Ex10 DL Comp Data.xls located in the class files directory (ask
your instructor for the specific location):
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Page 3
5. Select cell A7 and then choose the Compressed Data (Start Time/Number)
command on the PI menu:
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Page 4
6. Select the checkbox for show timestamps. Next, use the cell pick buttons _ as detailed
in Exercise 9, steps 7 & 8, to pick the following cells:
Tagname(s)
B2
Start Time
B3
Number of Values B4
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7. After you clicked the OK button, the Time and Status columns should have been
populated with state transition data. Select cell C8 and type in the formula:
=IF(B7=Active, A8-A7, 0)
8. Select cell C8 again and then click the Copy toolbar button:
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9. Now drag a selection box from cell C9 to C23 and then click the Paste toolbar icon:
10. The simple summation and division formulas will automatically calculate a running time
percentage. Close Excel. This exercise has been completed.
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Lesson 30
Inserting DataLink Trend Objects
What You Will Learn
FactroyTalk Historian DataLink provides a Trend Object for Excel that has the capability of
charting data within Excel as well as data directly from FactoryTalk Historian. This exercise
will give you experience using that object with both kinds of data.
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Page 2
Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image:
3. Open the file Ex11 DL Trend.xls located in the class files directory (ask your
instructor for the specific location):
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4. Begin by selecting cell C6 and then choose the Insert Trend command on the
PI menu:
5. On the Trend Add-in Wizard dialog, first switch the radio-button to Data from PI.
Next, use the cell picker _ button to select cell B5 for the Tag name. Finally, click
the Add -> button:
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6. Now switch the radio-button back to Data on worksheet. Select the checkbox for
First element is trace name. Use the cell picker _ button to select a data
range of cells A8 through B17. Click the Add -> button and then the Next >
button:
7. Select the Enable updates checkbox. Next, click the reference worksheet buttons for
both the Start Time and End Time:
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8. Use the cell pick _ buttons to select cell B2 for the Start Time and cell B3 for
the End Time. Click the Next > button:
9. Set the optional Trend title to Tank Levels and then click the Format
button:
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10. Select the Vertical Scale property. On the Options tab, change the Format
to General and the Position to Outside Left. Click the OK button:
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12. Enjoy your interactive trend. Trend cursors are available just like in ProcessBook. Mouse
over data point pop-ups are also available:
13. Unlike a regular Excel chart, the DataLink Trend is fixed to a specific location on the
worksheet. You can move or resize the trend by selecting the appropriate option on the
trends right-click context menu:
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Lesson 31
Using DataLink Filtered Compressed Function
What You Will Learn
In this exercise you are going to use Excel and the FactoryTalk Historian DataLink Compressed
Data function with a filter expression to retrieve up to twenty Tank 100 temperature readings
from the last two minutes which are above an arbitrary limit of 149.
The two available Compressed Data functions are:
1. Compressed Data (start time/number)
Function: PINCompFilDat
Retrieves compressed data that satisfies a filter condition.
The user determines the initial date-time and the number of values to be returned.
Function: PICompFilDat
Retrieves compressed data based on a start time and an end time that satisfies a filter
condition.
For this exercise you will use the Compressed Data (start time/number) function.
Filter Expressions:
The following describes the syntax of valid filter expressions in FactoryTalk Historian
DataLink.
A filter expression uses the same arithmetic operators and functions as a calculation
expression. In addition, one or more relational operators are needed.
Relational operators are:
<
=
>
<=
<>
>=
less than
equal to
greater than
less than or equal to
not equal to
greater than or equal to
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Page 2
Example:
The following expression evaluates to TRUE if the value of the tag sinusoid is less than 45
and the square root of the value of the tag vdf1002 is greater than 2:
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Page 3
Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
2. Launch Excel.
3. Open the file: Exercise 5 - DataLink Filtered Compressed _Template.xls located in the
class files directory (ask your instructor for the specific location):
4. Select Cell B3.
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Note: Be careful to not get the same named command on the PI-SMT menu.
6. In the search Tag Mask field type *T100*PV then click Search.
7. Select the tag: InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
8. Click OK.
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9. The Tag Name field will display T100_Demo_Temp.PV with the current value below. If
the Current Value cell displays #NAME?, right-click on the cell, select Current
Value, then click OK on the dialog that appears.
10. To calculate the values for the last two minutes, enter a Start Time of: *-2m in cell B5.
11. In this exercise you are using the Filtered Compressed Data Number function, so do not enter
an End Time, just leave it blank.
12. Set the Number of Values to 20 (cell B7).
Before adding the Compressed Data function, you will copy the tag name to the clipboard.
The tag name is long and prone to error when typing by hand.
13. Select cell B3 and copy the tag name to the clipboard from the address bar (you will paste
this tag into a dialog box a few steps from now).
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16. Populate the Compressed Data (Start Time / Number) dialog using cell references by
clicking on the
icon and selecting the required cell as detailed below:
Tagname(s):
Start Time:
Number of Values:
Output cell:
Cell B3
Cell B5
Cell B7
Cell A16
17. To determine when T100_Demo_Temp is greater then 149, enter the following Filter
Expression:
'InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV'>149
Note: There are single quotation marks around the tag address tag name. Instead of
typing, you may optionally paste the tag address copied in step 13 and add the end
quotation mark and >149 comparison.
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18. Verify the following options (be sure to select show timestamps) and click OK.
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Note:
Pressing F9 key recalculates Excel dynamic time functions and the Current Value
function:
Note: Ctrl-Alt-Shift-F9 includes the Ctrl-Alt key combination which may cause you to break
out of a full-screen VMWare session.
20. Save your work and close Excel.
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Lesson 32
Using DataLink Calculated Data Function
What You Will Learn
In this exercise, you are going to use the Excel PI DataLink Calculated Data function to
calculate the T100 temperature (T100_Demo_Temp.PV) 5 minute average for a 1 hour period.
Then you will add the minimum and maximum calculated data, change the time interval, and
trend these average calculated averages.
Function: PICalcDat
Can retrieve the total, the minimum, the maximum, the standard deviation, the range, the
count, the average or the mean
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Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
1. Launch Excel.
2. Open the file Exercise 6 DataLink Calculated Data_Template.xls located in the class
files directory (ask your instructor for the specific location):
3. Select Cell B3.
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5. In the search Tag Mask field type *T100* then Select Search.
6. Select the tag T100_Demo_Temp.PV, The full syntax is:
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
7. Select OK.
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8. The Tag Name filed should now display T100_Demo_Temp.PV with the current value
below.
Note: FactoryTalk Historian DataLink is tightly integrated with Excel, so that excel cells can
be accessed as flexible parameters for the components from the DataLink menu. The
calculated data can more dynamic by linking it to cell based time specifications.
9. Enter a Start Time of *-1h (to calculate the values for the last hour from now)
10. Enter a End Time of * (Current time as of now)
11. Enter a Time Interval of 5m (interval period for the calculation data)
Note: These setting should return 12 calculated values (60m / 5m = 12)
12. To add the calculation data, in the calculated report area, select Cell A19 under the Start
Time field
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14. Enter the Get calculated values using cell references picker. For each parameter click on the
icon and select the required cell reference as detailed below:
Tag Name:
Start Time:
End Time:
Time Interval:
Output cell:
Cell B3
Cell B5
Cell B6
Cell B9
Cell A19
15. Set the Calculated Mode to Average and check show start and end times.
16. Verify the following options and then click OK.
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Note:
Pressing F9 key recalculates Excel dynamic time functions and the Current Value
function:
Note: Ctrl-Alt-Shift-F9 includes the Ctrl-Alt combination which might have an adverse effect in a
VMware session.
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18. Add the minimum and maximum calculated data using the procedure in steps 14 to 17 (as
above), but with the following modified options
Set the Calculated Mode to minimum / maximum and uncheck show start and end
times.
Set minimum output cell to D19 and maximum output cell to F19
Calculated Data for minimum values to be displayed in the Minimum column will appear
as follows:
Calculated Data for maximum values to be displayed in the Maximum column will appear
as follows:
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19. Review the calculated data, noting the repeating min and max calculated values.
20. As the T100 temperature is cycling between minimum and maximum in a given time period,
if the calculated time interval specified is larger then the temperature time cycle (going from
min to max), then the calculated values will be the same for each time interval. Change the
following:
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21. Note that though the calculated value is every 8 second now, only 12 row are returned (as
previous setting) instead of 15 (120s / 8s = 15). Select and right-click on all calculated arrays.
22. From the right-click context menu, select Recalculate (resize) PIDL Formula.
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26. Select Cell D38 and then from the Excel PI menu, select Insert Trend
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Lesson 33
Using DataLink Timed Filtered
What You Will Learn
In this exercise you are going to use the Excel PI DataLink Time Filtered function to view the
status changes of a digital tag to determine over the last day and how much time in each hour
was spent in the active state. This method performs the calculation in a single step.
You will be using the tag BA:ACTIVE.2 to determine the active state time.
Function: PITimeFilter
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
2. Launch Excel.
3. Open the file Exercise 08 DataLink Time Filtered_Template.xls located in the class files
directory (ask your instructor for the specific location):
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11. Select Cell B11 and click the drop down list selector icon
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12. Next, add the expression that will be used in the Time Filtered function. Select cell B12 and
enter the expression:
BA:ACTIVE.2=Active
Note: The first two characters are Single Quotations, , with a single quotation after the tag
name and Double Quotations before and after Active, (the cell view only displays the 1st
single quotation character).
13. Verify the settings which will return 24 time filtered values (1 day / 1 hr).
14. In the data output area, select Cell A15 under the Data / Time.
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Expression(s)
Cell B12
Start Time:
Cell B6
End Time:
Cell B7
Time Interval[opt.]:
Cell B10
Time Units:
Cell B11
Note: To be able to select the Time Units from a selected cell rather then from the
drop down list, click the cell icon
then click the cell picker icon
and select
Cell B11
Output cell:
Cell A15
Note: To be able to select the Time Units from a selected cell rather then from the drop down
then click the cell picker icon
and select Cell B11
list, click the cell icon
17. Verify the following options and then click OK
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Note:
Pressing F9 key recalculates Excel dynamic time functions and the Current Value
function:
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19. Modify one or more of the time parameters (i.e. Start Time, End Time, Time Interval, and
Time Unit) and review the data.
o Right-click on cell A15 and select Recalculate (Resize) PIDL Formula on the context
menu
Note: If the time parameters modified result in increases in size of the output data area,
(more returned rows), then you may need to Recalculate (resize) PIDL Formula.
20. A Time Filtered expression can contain multiple conditions using the logical operators OR
and AND. Modify the expression to use the AND operator by entering:
BA.ACTIVE.2=Active AND 'Sinusoid'>30
Note: The difference in the calculation of time when this condition was met.
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22. Save your work and close Excel, this completes this exercise
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Lesson 34
Using ACE Unit Conversion
What You Will Learn
In this exercise, you will utilize an Advanced Computing Engine (ACE) calculation to perform
English to Metric system conversion for data points. The ideal situation would be to have this
calculation performed in the control system; however, this is not always feasible. You could
easily perform this calculation with a Performance Equation; the disadvantage to using a PE is
that you would have to replicate the equation and configuration in individual PEs for each data
point to convert. In contrast, ACE can use the module database to easily assign a single
definition of the calculation to multiple data points.
To expedite configuration of this exercise, you will be using point source L for all of our new
tags. You can easily tie these tags to control system tags using the FTLD2 interface. You may
choose to do this after you have completed the exercise.
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
3. Expand the Points category and select the Point Builder SMT plug-in.
4. Using the Point Builder SMT plug-in, click on the New toolbar button.
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Point Source - L
6. Using the Point Builder SMT plug-in, select the Archive Tab and for each of the two tags
just created in step 4 and configure the following:
Compressing Off
Turn Step On
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11. From the Excel PI-SMT menu, select Import Tags from the context menu.
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15. Two rows are returned, copy both rows and paste them twice for a total of 6 rows.
16. Modify the tag names in the tag columns, so that there are two MachB_* tag, two MachC_*,
two MachD_* tags.
17. Verify the following tag names:
18. To create the new tags, from the Excel PI-SMT menu, select Export Tags from the
context menu
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25. Right-click on the new Production Line module and select New Module to create a module
named Machine A.
26. Right-click on the Machine A module and create a new Alias.
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Alias Name:
PI server:
Tag Name:
CutLen
VM-HIST-1
MachA_Len_English
28. Click OK
29. Right-click on the Machine A module and create another new Alias named MetricLen and
map it to the MachA_Len_Metric tag.
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30. Return to Excel and from the PI-SMT -> Module Database Builder menu; select Import
Items from the context menu.
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33. On the returned data, delete the x from the first column of the first row returned.
34. Copy the other three rows returned and paste them two times for a total of three sets of
Machine A entries.
35. Change the names of the three line sets to be Machine B, Machine C, and Machine D
36. Change the AliasDataSource (column T) to match the corresponding machine tags.
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41. Switch back to SMT and confirm that these three new modules with associated aliases have
been created. Select Module Database, SMT plug-in, and expand Modules under
Production Line and verify that each of the Machine modules and aliases have been created.
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44. In the PI ACE Wizard Page : Name page, enter Conversion into the PI ACE Executable
Name field and enter InToCm into the PI ACE Class Module Name.
45. Click Next.
to
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48. In the ACE Wizard Page 2/2: Tag Information for Conversion.InToCm page, click in the
Input Aliases Tag Name box and click the Alias Search button.
49. Verify that the Alias Search Context parameter is \\VM-HIST-1\Production Line\Machine
A, enter an asterisk * in the Alias field and click the Search button.
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51. Click in the Output Aliases Tag Name box and then the Alias Search button.
52. Verify that the Alias Search Context parameter is \\VM-HIST-1\Production Line\Machine
A. Enter an asterisk * in the Alias field and then click the Search button.
53. Highlight the aliases tag MetricLen and click OK.
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55.
56. From the Tools menu, select the PIACEWizard -> Test command on the context menu
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59. Click the Get Typical Values button followed by the Calculate Now button to evaluate the
Output Alias for correctness. Note: you might normally select Get Current Values and then
Calculate Now to test your application. However, in this case we just recently created the
CutLen tags and their current values would still be Pt Created. So, we will use the default
Typical Value of 50 which should result in a Metric equivalent of 127.
60. Close the test window.
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61. From the Tools menu, select the PIACEWizard -> Register command to register the ACE
Module.
62. Under Scheduling, check the Natural radio button.
63. Check the CutLen alias as the Trigger.
64. Click OK and Close the dialog.
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67. Expand the Tree and right-click on the InToCm class and select the Add New Context
from the context menu.
68. In the Add/Edit Context properties dialog window, use the button
and select the Machine B module for the context.
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73. Repeat the previous three steps for Machine C and Machine D.
74. Right click on Machine A context and select Edit Shedule and Priority... from contextmenu
75. Change Latency to 0
76. Click Save button
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78. From the Administrative Tools - Services applet, start the PI-ACE 2.x Scheduler service.
79. Return to the ACE Manager and refresh the view and note that the modules should now be
green.
80. Use the SMT archive editor plug-in to insert a new value into one of the Mach?_Len_English
tags at the current time *.
81. Check that the Mach?_Len_Metric tag gets updated with the calculated value.
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Lesson 35
Using Reporting Services
What You Will Learn
In this exercise you will go through the process of creating a basic Microsoft reporting services
report which pulls data from FactoryTank Historian database.
SQL Server 2005 Reporting Services
SQL Server 2005 Reporting Services is a server-based reporting platform that can be used to
create and manage tabular, matrix, graphical, and free-form reports that contain data from
relational and multidimensional data sources. The reports can be viewed and managed over a
World Wide Web-based connection. Reporting Services includes the following core
components:
Complete set of tools that you can use to create, manage, and view reports
Report Server (NT Service) component that hosts and processes reports in a variety of
formats. These (output) formats include HTML, PDF, TIFF, Excel, CSV, and more.
One of the sources of data that Reporting Services can work with is OLEDB providers. The PI
OLEDB is pre-installed
Reporting Services detailed help can be found in MS SQL Server Books Online available at
http://www.microsoft.com/sql/default.mspx
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Exercise:
1. Verify that you are on the VM-HIST-1 image by checking the hostname on the background
image.
2. This image has Microsoft SQL and Reporting Services installed, but at this point neither
service is running to save resources. Select Start Administrative Tools Services:
3. Locate the following two services, SQL Server and SQL Server Reporting Services:
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6. Later in this exercise you will be using Microsoft Internet Explorer to view a report with data
from FactoryTalk Historian. In order to do so, there will need to be a Trust created. Open
the System Management Tools (SMT) and select Trusts:
7. In the right-hand window, click on the down-arrow next to the New button and select
Advanced:
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10. From the Start Menu, Launch the SQL Server Business Intelligence Development Studio
by selecting All Programs\Microsoft SQL Server 2005\SQL Server Business Intelligence
Development Studio.
11. On the File menu, point to New, and then click Project from the context menu
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16. The FTH MSReport solution will be displayed momentarily in VS Solution Explorer view
(a window on the right side):
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17. You need to specify the target Server URL for the project. If the properties page is not
automatically displayed when creating the report, in the Solution Explorer, right-click FTH
MSReport and click Properties.
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In order to collect data from the Historian server, you need to create a connection
to the Historian server. In this exercise, you will add a shared data source via the
PI OLEDB.
20. Right-click the "Shared Data Sources" folder and select the "Add New Data Source" entry.'
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25. Select OLE Provider to PI OLE DB Provider from the drop-down list
26. Enter VM-HIST-1 into Server or file name field.
27. Enter Administrator into the User name field and enter rockwell into Password field.
28. Check the box Allow saving password
29. Verify that the following options are selected and entered correctly in the image below.
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33. Select the Credentials tab and explicitly specify login account Administrator and Password
rockwell (otherwise you may get errors when running the report).
34. Verify the following options and click OK.
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35. After the data source is defined, Report Designer creates a dataset (you named it PI OLEDB)
and it displays the generic query designer
36. Create the report definition file, in the Solution Explorer, right-click Reports, point to Add,
and click New Item.
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40. The Report Wizard welcome page will be displayed. Click Next:
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47. In the report design table, select tag and then click the Page tab to move tag into the page
display field.
48. Select time and click the Group tab to move time into the Group display field.
49. Select Value and Status and click the Details tab to move value and status into the
details display field.
50. Verify that the following groups have been configured.
51. Click Next.
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56. A view opens that contains Data, Layout, and Preview tabs; the report opens in Layout
view.
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62. Repeat the above parameter configuration steps for parameter 2 and 3 with the following
settings
63. Select Parameter 2
64. Set Data Type to DateTime
65. Set Prompt to Start Time
66. Set the default value radio button to Null
67. Select Parameter 3
68. Set Data Type to DateTime
69. Set Prompt to End Time
70. Set the default value radio button to Null
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73. Verify the build complete with 0 errors and warnings (0utput window bottom of VS)
Start Time: Date and Time of 5 minutes ago (for example, 3/12/2008 6:33:00 AM)
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76. You need to deploy the report. In the Solution Explorer, right-click Report1.rdl and click
Deploy.
77. Verify that the Deploy succeeded, it may take some time (0utput window bottom of VS)
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Start Time: Date and Time of 5 minutes ago (for example 3/12/2008 8:33:00 PM)
85. Scroll down within the window to view the report that you have created
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Appendix A
Installing Activation and FactoryTalk Services Platform
Install FactoryTalk Activation Server
1. Do the following steps:
verify that you have the VM-DATA-1 image selected
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Allows defining plant-floor resources once, and then allows simultaneous access
to those resources across product boundaries
FactoryTalk Directory
FactoryTalk Directory allows products to share a common address book, which finds and
provides access to plant-floor resources, such as data tags and graphic displays.
The FactoryTalk Services Platform includes two separate directories: a Local Directory
and a Network Directory. In a Local Directory, a Directory Server, all project
information, and all participating software products are located on a single computer.
Local applications cannot be shared across a network. A Network Directory organizes
project information from multiple FactoryTalk products across multiple computers on a
network.
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FactoryTalk Security
Both the Local Directory and the Network Directory support centralized security
services, managed by FactoryTalk Security.
FactoryTalk Diagnostics
FactoryTalk Diagnostics collects and provides access to activity, status, warning, and
error messages generated throughout a FactoryTalk system.
FactoryTalk Activation
FactoryTalk Activation provides a secure, software-based system for activating
Rockwell Automation software products and managing software activation files.
FactoryTalk Activation services install along with each participating product.
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A FactoryTalk system may be much more complex, with software products and hardware
devices participating in multiple Network Applications distributed across a network, all
sharing the same Network Directory and FactoryTalk services.
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A single computer can host both a Local Directory and a Network Directory. The two
directories are completely separate and do not share any information. If you use both
directories, then that single computer participates in two separate FactoryTalk systems.
In the Network Directory example above, the directory hosts two Network Applications:
one named Waste Water and the other named Water Distribution. All of the areas, data
servers, HMI servers, device servers, and alarm and event servers organized within each
application are specific to that application. None of the application-specific information is
shared with any other application in the directory. However, all of the information and
settings organized within the System folder, such as security settings, system policies,
product policies, user accounts, and so on, apply to all applications held in the directory.
For example, if we create a new area in the WasteWater application and add a new Tag
Alarm and Event Server, the change does not affect the Water Distribution application.
However, if we make a change to a Security Policy, the change applies to both the
WasteWater application and the Water Distribution application. The setting would also
apply to any other new applications created in the future in this same Network Directory.
FactoryTalk Directory
The FactoryTalk Directory is the centerpiece of the FactoryTalk Services Platform.
FactoryTalk Directory provides a central lookup service for all products participating in
an application. Rather than a traditional system design with multiple, duplicated
databases or a central, replicated database, FactoryTalk Directory references tags and
other system elements from multiple data sourcesand makes the information available
to clients through a lookup service.
Tags are stored in their original environments, such as logic controllers, and graphic
displays are stored in the HMI servers where they are created. Yet all of this information
is available, without duplication, to any FactoryTalk product participating in an
application.
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For example, at workstation 1, a logic programmer programs PLC tags using RSLogix
and then saves the project. At workstation 2, an engineer using FactoryTalk View SE has
immediate access to the tags created in the PLC program, without creating an HMI tag
database. Tags are available for immediate use anywhere within the application, even
before the logic program is downloaded to the controller. As the logic program is edited,
most tag information is updated, and new tags are available immediately across the
system.
With Logix5000 controllers, tags reside within the hardware itself. With Allen-Bradley
PLC-5 and SLC 500 devices, and with third-party controllers, tags reside within data
servers, such as RSLinx Classic and RSLinx Enterprise. Tags are not held within a
common database, nor are they duplicated in multiple databases. Instead, the FactoryTalk
Directory references tags from their source locations and passes the information on to the
software products that need it, such as FactoryTalk View SE and FactoryTalk
Transaction Manager.
In a Local Directory, all project information and security settings are located on a
single computer, and the FactoryTalk system cannot be shared across a network
or from the Network Directory on the same computer. Products such as
FactoryTalk View SE (Local) and FactoryTalk View ME use the Local Directory.
Which directory you need depends upon which software products you plan to use and
whether you plan to work in a stand-alone or a networked environment. Consult your
product documentation for details.
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FactoryTalk View ME, you will use the Local Directory to and manage Local
Applications. Other products, such as RSLogix 5, RSLogix 500, and RSLinx Enterprise,
allow you to use either directory. Consult your product documentation for details. See
Choosing a FactoryTalk Directory.
Even though a Local Directory and a Network Directory reside on the same computer, all
of their project information and security settings remain completely separate and cannot
be shared, including:
The graphic below shows three computers. Each computer has both a Local Directory
and a Network Directory configured. Each directory holds objects, which represent
project information, such as applications, references to data servers, and security settings,
including user accounts. In each Local Directory, these project objects can be accessed
only by software products installed on that same local computer. The Network Directory,
however, can share references to its objects across a network.
For example, suppose each colored icon above represents the project information and
security settings that are part of a FactoryTalk system. The Local Directories on each
computer hold completely separate sets of information (represented by the green, blue,
and yellow icons). In the case of the Network Directory, all client computers that point to
the same Network Directory Server computer share the same set of information across
the network (represented by the orange icons).
Suppose we run FactoryTalk Administration Console on Computer 3, log on to the
Network Directory, and create a user account named "Terry" with the password
"OpenSesame." The change is actually made in the Network Directory Server, held on
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Note: The FTSP has been installed on both the VM-HIST-1 and VM-DATA-1 images. Both
images are using the FT Network Directory on the VM-DATA-1 image.
1. Do the following steps:
prior to installing the FTSP software there are no Rockwell Software components in
the C:\documents and Setting\Default User\Application Data directory.
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click OK
click OK
8.
click Next
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click Next
click Next
Note: This option may not appear when loading different version of the FTSP
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click Install
NOTE: the following dialog will appear during the install process
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NOTE: the following dialog will appear during the install process
click Finish
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after the FTSP installation is complete a Rockwell and WFCU directory have been
added to the C:\documents and Setting\Default User\Application Data directory.
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folder RnaStore
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folder RnaStore
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click OK
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review the default User Groups and Users in the Network directory
review default Security Setting for the All Users in the Network Directory
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click OK
review the default User Groups and Users in the Local directory
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review default Security Setting for the Administrators in the Local Directory
This completes the installation of the FTSP and a review of the default folders, files,
User Groups, Users and Network security settings for both the Network and Local
directories
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Appendix B
Creating a FactoryTalk Application
What You Will Learn
FactoryTalk Applications
In a FactoryTalk Directory, an application organizes elements such as data servers, alarm
and event servers, HMI servers and project information, and makes all of that information
available to all software products and computers participating in that same application.
A FactoryTalk Network Directory can manage any number of separate Network
applications. A FactoryTalk Local Directory can manager any number of separate Local
applications.
As part of developing a FactoryTalk system, log on to either a Network Directory or a
Local Directory, create an application, and then create optional areas and add
FactoryTalk View SE servers, data servers, and optional alarm and event servers.
If you are using FactoryTalk View SE, you must use FactoryTalk View Studio to
add and configure FactoryTalk View SE servers. With FactoryTalk View Studio,
you can work with only one application at a time.
If you are not using FactoryTalk View, you can use the FactoryTalk
Administration Console to create applications, optional areas, and servers. With
FactoryTalk Administration Console, you can see and interact with all of the
applications managed by a directory.
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If you are using FactoryTalk Administration Console to create and manage applications,
the Explorer window lists all of the applications that are contained in the FactoryTalk
Directory. FactoryTalk View Studio, however, provides access to only one application at
a time.
Areas
Areas organize and subdivide applications in a Network Directory into logical or physical
divisions. The root of an application can contain only one HMI server. To add additional
HMI servers to an application, create a separate area for each server. Each area can
contain only one HMI server. Areas are not available in a Local Directory.
Servers
OPC data servers
Data servers provide tags contained in OPC-DA (Data Access) servers. Every
vendor's OPC data server is different. Clients that need access to tags, such as
FactoryTalk View SE and FactoryTalk Transaction Manager, use FactoryTalk
Directory to locate the computers that are hosting OPC-DA 2.0 compliant data
servers.
Data server information is stored as part of an application. Adding a data server to
an application or an area provides a link between a hardware device containing
tags (via the OPC server's defined topics) and the FactoryTalk Directory.
Rockwell Automation Device Servers (RSLinx Enterprise)
To access both tag values and alarm and event values from a Logix5000
processor, use direct references to the processor through a Rockwell Automation
Device Server (RSLinx Enterprise).
Tag Alarm and Event Servers
To use FactoryTalk Alarms and Events services with older hardware devices, use
Tag Alarm and Event Servers to set up tag-based alarm monitoring. Use tag-based
alarm monitoring with PLC or SLC controllers, Logix5000 controllers with older
firmware that does not support the new alarm instructions, or third-party devices
communicating through OPC-DA servers. Tag Alarm and Event Servers monitor
tags for alarm conditions and publish event information to Alarms and Events
Services. From there, alarm and event information is routed through the alarms
and events system for display and logging.
FactoryTalk View SE Servers (HMI servers)
A Network application in FactoryTalk View SE must have at least one HMI
server. A Local application can have no more than one HMI server. HMI clients
use FactoryTalk Directory to locate the computers that are hosting HMI Servers.
Use FactoryTalk View Studio to add HMI servers. HMI servers store and serve
HMI projects that contain graphic displays, log models, HMI tags and other
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System settings
The System folder contains settings that affect all of the applications held in a
FactoryTalk Directory. These settings include system policies, product policies, user
accounts and user groups, computers and computer groups and database connections. See
About multiple System folders in FactoryTalk View.
The Networks and Devices tree shows information about the control hardware devices,
managed by RSLinx Classic, that are connected to a local computer. If you have
administrative access to the FactoryTalk Directory, you can secure each network or
device separately to make them available to the applications in the FactoryTalk
Directory. The same networks and devices appear in the Network Directory and Local
Directory trees, but the networks and devices can be secured differently in each directory.
Tip: If tags appear to be missing from the FactoryTalk View Tag Browser, right-click the
application icon in the browser window and then select Refresh All Folders. For more
information and step-by-step instructions, see the FactoryTalk View Studio Help.
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Click Apply
Click OK
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Set the Offline tag file to FTHistorian1.ACD using the browse button
Click Open
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Appendix C
Absolute Time
Absolute times have one of the following formats:
DD-MMM-YY hh:mm:ss.ssss - day-month-year hour:minute:second
* - current time.
T - 00:00:00 on the current day (TODAY)
Y - 00:00:00on the previous day (YESTERDAY)
Monday - 00:00:00 on the most recent Monday
Sun,Mon,Tue,Wed,Thu,Fri,Sat - 00:00:00 on the most recent Sunday, Monday,
..., Saturday
For the DD-MMM-YY hh:mm:ss.ssss format, if any of the date fields are left out,
they default to the current date. Time fields default to 00.
Examples
25 - 00:00:00 on the 25th of the current month
25-Aug-86 - 00:00:00 on that date
8: - 08:00:00 on the current date
25 8 - 08:00:00 on the 25th of the current month
21:30:01.02 - 9:30:01.0200 PM on the current date
Caution should be used with the default settings. Here are some examples of timestamps
that may be confusing.
8: - 08:00:00 on the current date
:8 - 08:00:00 on the current date
::8 - 00:08:00 on the current date
:::8 - 00:00:08 on the current date
0:8 - 00:08:00 on the current date
Continued on next page
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The confusion comes from the ambiguity in the first two examples above. Following this
theme, when minutes are added to the next examples, the time stamps are still similar.
8:01 - 08:01:00 on the current date
:8:01 - 08:01:00 on the current date
The difference in the two notations is evident when a date is added to the time. When a
date is added to the front of the time the default notation is hh:mm:ss.ssss not
:hh:mm:ss.ssss.
2 8: - 08:00:00 on the 2nd of the current month
2 :8 - 00:08:00 on the 2nd of the current month
2 ::8 - 00:00:08 on the 2nd of the current month
If extra colons and times are added that is greater than the given DD-MMM-YY
hh:mm:ss.ssss format the last part of the time will be disregarded.
2 :::8 - 00:00:00 on the 2nd of the current month
2 :::8 - 00:00:00 on the 2nd of the current month
2 8:01:30 - 08:01:30 on the 2nd of the current month
2 :8:01:30 - 00:08:01 on the 2nd of the current month
A value for the seconds must be used if sub-seconds are used. Hence caution should also
be used when considering timestamps containing sub-seconds.
8::30.01 - 08:00:30.0100 on the current date
:8::30.01 - 08:00:30.0100 on the current date
14 :8::30.01 - 00:08:00 on the 14th of the current month
Here are examples of timestamps that do not work.
8:30.01 - Ambiguous, 8 could be minutes or hours
:8:30.01 - Ambiguous, 8 could be minutes or hours
Combined Formats
Combined time scales use both an absolute and a relative time. The absolute part of the
time can be *, T, Y, or a day of the week.
Examples
T + 8h - 08:00:00 AM on the current day (today)
Y - 8h - 04:00:00 PM on the day before yesterday
Mon + 14.5h - 02:30:00 PM on the most recent Monday
- 1h - One hour ago
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Appendix D
Installing FactoryTalk Historian (Version 2.0)
What You Will Learn
FactoryTalk Historian SE
FactoryTalk Historian SE is a scalable and integrated solution. It redefines the options for
manufacturers who want to maximize their ability to collect and analyze process data. Use
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FactoryTalk Historian to capture data across your enterprise while serving the data to plant
applications. This allows for fast and reliable data capture at the controller level and at high
speeds and low intervals. FactoryTalk Historian SE provides the capability to collect, store,
analyze, and visualize data using a powerful engine and a set of reporting tools such as timeseries trends, bar charts, piecharts, pareto and tabular trends, and an easy method of generating
reports using Microsoft Excel. It also uses compressed storage data algorithms to contain a vast
amount of data in a small format. You can retrieve data spanning a long or short time span
quickly. FactoryTalk Historian SE is closely integrated with the following Rockwell
Automations
FactoryTalk Services Platform and Applications.
FactoryTalk Audit: All FactoryTalk Historian server auditing messages are stored and
available in the FactoryTalk central Audit database.
Ordering Information
FactoryTalk Historian servers include:
FactoryTalk CD
FactoryTalk Activation CD
Source Tag-limited license for the FactoryTalk Historian server
License for one FactoryTalk Historian DataLink Excel reporting client
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FactoryTalk Historian servers ship with FactoryTalk Activation, and do not include an activation
diskette. Instructions for activating software via the Internet are included. FactoryTalk Historian
server licenses are additive. For example, if 1400 Reporting Tags are required, purchasing and
installing both a 500 and 1000 Reporting Tags license on a single server will activate as a 1500
Reporting Tags server.
Server connections are separated in two types: one for connecting to Rockwell Automation data
sources, primarily through FactoryTalk Live Data, and one for connecting to third-party data
sources using OPC or any of the 450 native connectors for the historian.
Catalog Number
9518-HSERA500
9518-HSERA1K
9518-HSERA2K5
9518-HSERA5K
9518-HSERA10K
9518-HSERA20K
9518-HSERA50K
9518-HSERA100K
Description
FactoryTalk Historian Site Edition 500 Live Data Tags
FactoryTalk Historian Site Edition 1,000 Live Data Tags
FactoryTalk Historian Site Edition 2,500 Live Data Tags
FactoryTalk Historian Site Edition 5,000 Live Data Tags
FactoryTalk Historian Site Edition 10,000 Live Data Tags
FactoryTalk Historian Site Edition 20,000 Live Data Tags
FactoryTalk Historian Site Edition 50,000 Live Data Tags
FactoryTalk Historian Site Edition 100,000 Live Data Tags
Catalog Number
9518-HSE3RD500
9518-HSE3RD1K
9518-HSE3RD2K5
9518-HSE3RD5K
9518-HSE3RD10K
9518-HSE3RD20K
9518-HSE3RD50K
Description
FactoryTalk Historian Site Edition 500 Third Party Data Tags
FactoryTalk Historian Site Edition 1,000 Third Party Data Tags
FactoryTalk Historian Site Edition 2,500 Third Party Data Tags
FactoryTalk Historian Site Edition 5,000 Third Party Data Tags
FactoryTalk Historian Site Edition 10,000 Third Party Data Tags
FactoryTalk Historian Site Edition 20,000 Third Party Data Tags
FactoryTalk Historian Site Edition 50,000 Third Party Data Tags
Authoring Client
The FactoryTalk Historian Authoring Client licenses allow a user, using either the FactoryTalk
Historian DataLink Client, to develop Microsoft Excel reports, or the FactoryTalk Historian
ProcessBook Client, to develop graphical analytics to either stand alone or to be integrated into
FactoryTalk View screens. Purchase one Authoring Client license for each user who will be
performing FactoryTalk Historian authoring functions.
Catalog Number
9518-HPBENE
9518-HDLENE
9518-HDLENF
Description
FactoryTalk Historian ProcessBook Authoring Client
FactoryTalk Historian DataLink Excel Reporting tool
FactoryTalk Historian DataLink Excel Reporting tool - Concurrent
License
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Description
FactoryTalk Historian Client License for FactoryTalk View
Description
EVT interface to FactoryTalk Batch 1 unit
EVT interface to FactoryTalk Batch 3 unit
EVT interface to FactoryTalk Batch 10 unit
EVT interface to FactoryTalk Batch 30 unit
EVT interface to FactoryTalk Batch 60 unit
BatchView add-in for FactoryTalk Batch Database single user
BatchView add-in for FactoryTalk Batch Database concurrent license
System Requirements
The hardware and software required with FactoryTalk Historian Site Edition depends on the
demands an application places on the system. The greater the demand, the more powerful a
system is required. For large or complex applications, use computers with faster CPUs and more
RAM. In any application, faster CPUs and more RAM will result in better performance. In
addition, there should always be sufficient disk space to provide virtual memory that is at least
twice the size of the physical RAM.
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Operating Systems:
Microsoft Windows 2003 Server with Service Pack 1 or later
Microsoft Windows 2000 Server with Service Pack 4 or later
Microsoft Windows XP Professional with Service Pack 2 (Recommended for testing
purposes only)
FactoryTalk Historian Site Edition Interface Node
Minimum: Intel Celeron D, 3.0Ghz, 512MB RAM
Operating Systems:
Microsoft Windows XP Professional with Service Pack 2 or later
Microsoft Windows 2000 Professional with Service Pack 4 or later
Microsoft Windows 2003 Server with Service Pack 1 or later
Microsoft Windows 2000 Server with Service Pack 4 or later
FactoryTalk Administration Console
Operating Systems:
Microsoft Windows XP Professional with Service Pack 2 or later
Microsoft Windows 2000 Professional with Service Pack 4 or later
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Operating Systems:
Microsoft Windows XP Professional with Service Pack 2 or later
Microsoft Windows 2000 Professional with Service Pack 4 or later
Note: FactoryTalk Administration Console is tested on operating systems installed from original
Microsoft media only. Some Microsoft operating system service packs and hot fixes are not
compatible with FactoryTalk Historian Site Edition. To find out if there are any problems with a
particular Microsoft update, click the "FactoryTalk Historian SE Operating System and Service
Pack Compatibility" link in the Rockwell Automation Knowledgebase
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5. Click Next
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7. Proceed through the wizard until you get to the point where you are asked for your product
serial number. User the serial number: 1234567890
8. Proceed through the wizard and select the Historian Server Installation
type:
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9. Verify that you have selected the Server installation by checking that the
FactoryTalk Historian Server component is listed in the New or
Upgraded Components list and then click Install: This will install all of the
components.
10. When prompted, make the following FactoryTalk Activation installation selections:
o DEselect Install FactoryTalk Activation
o DEselect Specify FactoryTalk Directory Server location
o Click Finish
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2. Open the FactoryTalk Administration Console, Start All Programs Rockwell Software
FactoryTalk Administration Console:
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4. Open the FTHAdministrators group by double-clicking on its entry under the User
Groups folder:
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2. Next we want to adjust the default connection timeout setting. Launch the AboutPISDK utility:
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4. Change the Connection Timeout to 30 seconds, click the Save button, and
close the application. Note we are using 30 seconds for training purposes. In your actual
applications you may set this value lower or higher:
5. Check the VM-HIST-1 check box and verify the connection and click Close
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4. Notice that network application data servers are not fully configurable from this image since
RSLinx Enterprise has not been installed locally:
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5. Expand the System | Connections tree. Right-click on the Historical Data folder
and select the New Historian Server Connection entry.
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7. Verify that the server was found and then click the Finish button. Do NOT click
Next at this time (the Next button will open the Discover Historian Points wizard which
we will cover in a separate exercise).
8. Verify that the Production Historian and FTLD1 interface now show up under the
Historical Data folder: Right mouse click on FTLD1 and select Properties
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9. From the Startup type combo box select Automatic and click the apply button
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10. Click the Start button. Once the service has started click OK
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2. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Ask
instructor for exact location)
3. Select the Install FactoryTalk Historian option:
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4. Click Next
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6. Proceed through the wizard until you get to the point where you are asked for your product
serial number. User the serial number: 1234567890
7. Proceed through the wizard and select the Historian Interface Installation
type:
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8. Verify that you selected the correct setup type by verifying the two entries in the New or
Upgraded Components list and then click Install: This will install all the components
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4. Right-click on the newly registered Production Historian and choose the New Data
Collection Interface option:
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5. Using the drop-down boxes, change the Computer hosting the interface to VM-DATA-1
and the Startup Type to Automatic, then click Apply.
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6. Use the Start button to start the remote data collection interface service. Click OK
when finished:
7. Verify that the FTLD2 interface is now displayed under the Production Historian:
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4. In the network tree, right-click on the InstaSoap area and choose the Add Individual
Historian Points context-menu entry:
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5. Select the FLD2 data collection interface, then click the Browse Tags button.
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2. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Ask
instructor for exact location)
3. Select the Install Other Components option:
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5. Click Next
6. Click Install
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7. Click Finish
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9. Change the Connection Timeout to 30 seconds (for purpose of this class) and then
click the Save button:
11. Close the Connection Manager application and then close the About PI-SDK application.
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3. If not checked, click on the VM-HIST-1 checkbox in the upper-left corner and then Select
the Trusts plug-in under the Security category:
4. Click on the Trust_PIAPIBuffService trust and the click on the Copy Trust
toolbar button:
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6. You should now have one interface and two buffer trusts:
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8. From the interface combo box Select the FTLD2 (FTLData2) VM-HIST-1
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10. On the Choose Buffer Type section, click the radio button for Enable
buffering with PI Buffer Subsystem and click the Yes button on the
confirmation dialog:
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11. Wait until the status box shows Current Configuration: Good and then click on
the Buffered Servers configuration section:
12. In the Buffering to collective/server drop-down, select VM-HIST-1 and then click the
OK button:
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13. If asked Would you like PI-ICU to stop and restart PI Buffer Subsystem and all the
interfaces that are dependent on it?, click Yes.
14. Back in the main ICU dialog, click on the Service section:
15. If the interface starts before the buffering subsystem has started, data will be lost. To prevent
this, all interfaces on the buffered node should be made dependant on the buffer subsystem
service. Click Yes when the ICU offers to configure this for you:
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16. Restart the FTLD2 interface by clicking the Restart interface service toolbar
button:
17. When the status bar returns to Ready and Running close the SMT as configuration is
complete:
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FactoryTalk DataLink is a Microsoft Excel add-in that allows both historian configuration and
reporting. Microsoft Excel is already loaded on VM-HIST-1 so we only have to install
FactoryTalk DataLink and register the add-ins with Excel.
1. Verify that you are on the VM-HIST-1 image by checking for the following in the upperright corner:
2. Run the setup.exe located in the FactoryTalk Historian SE installation folder. (Ask
instructor for exact location)
3. Select the Install Other Components option:
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10. Click on the Browse button again and find the following file:
o C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PIPC\MDBBuilder\MDBBuilder.xla
11. Click on the Browse button a third time and find the following file:
o C:\Program Files\Rockwell Software\FactoryTalk
Historian\Server\PIPC\Excel\pipc32.xll
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14. The PI, PI-SMT, and PI-SMT - Module Database Builder menus should
now be available:
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2. Run the setup.exe located in the FactoryTalk Historian SE_PB installation folder.
(Ask instructor for exact location)
3. Select the Install ProcessBook Client option:
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Appendix E
Using Discover Historian Points (Version 2.0)
What You Will Learn
In a ControlLogix processor that is running in the VM-CLX image, there are six tag structures
using a User-Defined Data type. These structures are as follows:
Each of these structures consists of several members. PV (process variable) is one of them:
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9. In the network tree, right-click on the InstaSoap area and choose the Discover
Historian Points context-menu entry:
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11. Begin by DEselecting the Include default rule set checkbox. The default rule
set will select approximately 1300 tags in our SoftLogix program which is overkill for this
exercise. Next, click on the New button to create a new auto-discover rule. Set the rule to:
From Logix Controllers include tags where member is PV, add
points for .PV
Finally, click the OK and then the Save button:
12. Click on the Next > button to begin the discovery process:
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13. You will see this window while the discovery process is performed. Discovery can take
several minutes. You should not be alarmed if several minutes go by without any points
being added. We used a relatively narrow specification for discovery in this exercise:
14. When the discovery process is completed, you will be presented with a list of the matching
points. You have the opportunity to deselect individual or groups of points, change the scan
class for individual or groups of points, or even open a tag browser interface to add more
points. Click the Confirm Points button:
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15. The completion dialog confirms that 6 data points were added to the historian using interface
FTLD2. Remember that it may take up to two minutes for the interface is be notified and
begin collection of the new points. Click the OK button and then close the FactoryTalk
Administration Console:
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The remainder of this lab will have you create a Trend in ProcessBook to test one of the
tags you created. You could also use System Management Tools (SMT) to view current or
recorded values for the tags.
16. Launch ProcessBook:
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18. Select new ProcessBook Display (.pdi) File, set the Display Name to Test, and click
the OK button:
19. Change to build mode by selecting the Build button on the toolbar:
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22. Click on the Tag Search button to select the following tag (refer to previous lessons for
detailed steps):
InstaCorp.InstaSoap.Soap Mixing.RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
Set the Plot Time Start to *-10 Minutes. Click the OK button:
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