PI ProcessBook User Guide - PROYTEK

1 PI ProcessBook User Guide Version OSIsoft, Inc. 777 Davis St., Suite 250 San Leandro, CA 94577 USA Additional Offices Houston, TX Johnson City, TN Longview, TX Mayfield Heights, OH Philadelphia, PA Phoenix, AZ Savannah, GA Sales Outlets/Distributors Middle East/North Africa Republic of South Africa Russia/Central Asia South America/Caribbean Southeast Asia South Korea Taiwan International Offices OSIsoft Australia Perth, Australia Auckland, New Zealand OSIsoft Germany GmbH Altenstadt, Germany OSIsoft Asia Pte Ltd. Singapore OSIsoft Canada ULC Montreal, Canada Calgary, Canada OSIsoft, Inc. Representative Office Shanghai, People s Republic of China OSIsoft Japan KK Tokyo, Japan OSIsoft Mexico S. De De Mexico City, Mexico OSIsoft do Brasil Sistemas Ltda. Sao Paulo, Brazil Contact and Support: Main phone: Fax: Support phone: Web site: Support web site: Support email: (01) 510-297-5800 (01) 510-357-8136 (01) 510-297-5828 Copyright: 1994-2009 OSIsoft, Inc.

2 All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, mechanical, photocopying, recording, or otherwise, without the prior written permission of OSIsoft, Inc. OSIsoft, the OSIsoft logo and logotype, PI Analytics, PI ProcessBook , PI DataLink, ProcessPoint, Sigmafine, Analysis Framework, IT Monitor, MCN Health Monitor, PI System, PI ActiveView, PI ACE, PI AlarmView, PI BatchView, PI Data Services, PI Manual Logger, PI ProfileView, PI Web Parts, ProTRAQ, RLINK, RtAnalytics, RtBaseline, RtPortal, RtPM, RtReports and RtWebParts are all trademarks of OSIsoft, Inc. All other trademarks or trade names used herein are the property of their respective owners. GOVERNMENT RIGHTS Use, duplication or disclosure by the Government is subject to restrictions set forth in the OSIsoft, Inc.

3 License agreement and as provided in DFARS , DFARS , FAR , FAR , as applicable. OSIsoft, Inc. Published: 9/2/2009 PI ProcessBook User Guide iii Table of Contents Introduction .. 1 What's New in This Release .. 1 What Can You View with PI ProcessBook .. 1 PI ProcessBook Essentials .. 7 Start PI ProcessBook .. 7 Add-Ins .. 11 Menus and 12 Browser .. 13 Keyboard Shortcuts .. 16 Preference Settings .. 17 Print .. 23 About PI ProcessBook .. 25 Work with a ProcessBook .. 27 Basic Steps to Build a ProcessBook .. 27 Create a New ProcessBook .. 27 Open an Existing ProcessBook .. 28 Run Mode Pointer .. 28 Build Mode Pointer .. 29 Add ProcessBook Entries .. 29 Arrange ProcessBook Entries .. 35 Properties .. 40 Import Files to a ProcessBook .. 44 File Sharing Capability .. 45 Move a ProcessBook to Another PC .. 45 Work with a Display .. 47 Overview of Display Elements.

4 47 Manage Displays and Independent Display Files .. 49 Drawing Tools .. 54 PI Tags and Point Attributes .. 56 Formatting .. 59 ToolTip Statistics .. 63 Playback Toolbar .. 64 Layers within Displays .. 67 Migrate Displays to Another PI Server .. 70 Element Relative Displays and Module Relative Displays .. 71 Table of Contents iv Trends .. 81 Create a Trend .. 81 Edit a Trend .. 85 Define Trend Dialog .. 85 Configure Trend Scale .. 88 Trend Analysis Tools .. 90 Change Time Range .. 92 How Trends Refresh .. 92 Trend Appearance .. 93 Ad Hoc Trends .. 97 OpenVMS Trends and Graphics .. 99 XYPlots .. 101 Draw an XYPlot .. 102 Linear Regression by Least Squares .. 112 Correlation Coefficient .. 112 Interpreting an XYPlot .. 113 Zoom/Revert Functions .. 114 Change Time Range Feature .. 115 XYPlot Cursors .. 116 Bad Status Indicators .. 117 Out of Range Indicators.

5 117 Too Many Points .. 117 Examples of XYPlots .. 117 Additional Symbols .. 121 Dynamic Symbols .. 121 Static Symbols .. 129 Work with 139 Details and Annotations .. 139 Data Favorites .. 142 Time Range 145 Select and Move a Symbol .. 147 Select Multiple Symbols .. 148 Rotate a Symbol .. 148 Flip a Symbol .. 148 Delete a Symbol .. 149 Stacking Order .. 149 Align Multiple Symbols .. 150 Group, Ungroup, or Regroup symbols .. 151 Connect Symbols .. 151 Item Definition .. 160 Status Report for Dynamic Symbols .. 161 Status Flags for 162 PI ProcessBook User Guide v Data Sets .. 163 PI Calculation Data Sets .. 164 Custom Data Sets .. 167 ODBC Data Sets .. 168 Placeholders .. 170 Is a Data Set in Use? .. 172 Data Set Details .. 172 Add a Data Set to a Trend .. 173 Time Intervals for Plotting Tags and Data Sets .. 174 Refresh a Trend Containing a Data Set.

6 174 Add Data Sets to Bars or Values in a Display .. 175 Run PI ProcessBook When Data Sets Are Included .. 175 Edit a Data Set .. 175 Delete a Data Set .. 176 Copy a Data Set to Another ProcessBook .. 177 Loading Custom Data Sets .. 177 PI Notifications in PI ProcessBook .. 179 Launch PI 179 Notifications Window .. 179 Contacts Window .. 182 Embedding and Linking .. 185 Overview of PI ProcessBook OLE Compound Documents .. 185 OLE Automation in PI ProcessBook .. 185 Object Linking and Embedding .. 186 ActiveX Controls .. 187 Example of Embedded and Linked Objects in a ProcessBook Display .. 188 Icons vs. Graphics .. 189 Embed in PI ProcessBook .. 189 Windows Drag and Drop .. 190 Link a File to a Display .. 190 Dynamic and Manual Updates of a Linked Object .. 191 Edit, Update, or Break Links .. 191 How Links Are 192 Select a New Source Link .. 192 Edit the Appearance of an OLE Object.

7 192 Commands That Ignore OLE objects .. 192 Placement of OLE objects .. 193 OLE Object Colors .. 193 Edit the Contents of OLE objects .. 193 Edit the Contents of an Embedded Object .. 193 Edit the Contents of a Linked 194 Delete an OLE Object from a Display .. 194 Display an OLE Object with an Icon .. 194 Convert Objects to Icons .. 195 Share ProcessBook Displays with Other Applications .. 196 Table of Contents vi Link a ProcessBook to Another Application .. 197 OLE Container/Server .. 197 Visual Basic for Applications in PI ProcessBook .. 199 VBA Commands .. 199 ActiveX Automation .. 199 What You Can Do with ActiveX Automation in PI ProcessBook .. 199 Automation Vocabulary .. 200 ODBC .. 201 ODBC Driver Manager .. 201 ODBC Drivers .. 201 ODBC Data Sources .. 201 ODBC Data Access .. 201 ODBC Data Source Administrator .. 202 Prepare for ODBC .. 203 Configure the ODBC Data Source.

8 203 Use MSQuery to Build Data Sets .. 204 Assumptions about Timestamps and Data Sets .. 204 Stored Procedures in Queries .. 204 Troubleshoot ODBC Data Sets .. 205 Trace ODBC Calls .. 205 Delete an ODBC Driver .. 206 Delete an ODBC Data Source .. 206 Edit an ODBC Data Source .. 206 Installation .. 207 System Requirements .. 207 Upgrade from a Previous Version of PI ProcessBook .. 207 Other PI System Client Products .. 207 Installation Test .. 207 Installed Files .. 208 System Administrator Notes .. 209 PI ProcessBook Connection to Windows NT or UNIX 209 Read/Write Data Access for Users .. 209 Machine Address .. 210 .. 210 .. 220 .. 223 Migrate a Module Relative Display (MRD) to an Element Relative Display (ERD) .. 223 Troubleshooting Tips .. 227 Display Can't Find Data .. 227 Trend Cursor Does Not Appear .. 227 Trend Legend Does Not Appear .. 227 Can t Change or Save a Display.

9 227 PI ProcessBook User Guide vii Is an XYPlot Updating? .. 227 Is an OLE Object in a Display Linked or Embedded? .. 228 Linked Object Data Isn't Updating .. 228 ODBC Problems .. 229 Technical Support and Resources .. 231 Index .. 235 PI ProcessBook User Guide 1 PI ProcessBook is a PC application for displaying plant information stored in the PI Data Archive (page 2) or in relational databases. The PI ProcessBook application displays one or more ProcessBooks (page 9), which are collections of display (page 10) entries. These display entries show your process data from one or more PI Systems as well as other static and dynamic information from outside sources such as schematic drawings, laboratory data, or specifications. You can share ProcessBooks among users, thereby eliminating the need to build duplicate displays, however, only one user at a time can open individual display files.

10 On networks, an unlimited number of users may access the same ProcessBook at the same time. Furthermore, you can have multiple sessions of the application simultaneously active on a computer. The PI ProcessBook application incorporates Microsoft Visual Basic for Applications (VBA), so that you can automate special activities or routine chores. OSIsoft produces several add-in (page 11) products for PI ProcessBook , including PI BatchView and AF Modeler. What's New in This Release This version of PI ProcessBook provides the following enhancements: The Element Relative Display (ERD) (page 71) add- in is provided to replace Module Relative Display. Element relative displays provide a re-useable display that can be shared across similarly configured elements. Displays can now be played back (page 64) to review a specific time period using DVR-like controls. Display navigation is enhanced with browser-based navigation controls (page 13) that traverse, open, and bookmark displays and workbooks.