LAB Historian

8/10/2019 LAB Historian

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FactoryTalk Historian SE Basic Lab

For Classroom Use Only!


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Important User Information

This documentation, whether, illustrative, printed, online or electronic (hereinafter Documentation) is intended for use only asa learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentationshould only be used as a learning tool by qualified professionals.

The variety of uses for the hardware, software and firmware (hereinafter Products) described in this Documentation, mandatesthat those responsible for the application and use of those Products must satisfy themselves that all necessary steps have beentaken to ensure that each application and actual use meets all performance and safety requirements, including any applicablelaws, regulations, codes and standards in addition to any applicable technical documents.

In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter Rockwell Automation) beresponsible or liable for any indirect or consequential damages resulting from the use or application of the Products described inthis Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on thealleged use of, or reliance on, this Documentation.

No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or softwaredescribed in the Documentation.

Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for:

properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation

or third-party provided instructions, warnings, recommendations and documentation;

ensuring that only properly trained personnel use, operate and maintain the Products at all times;

staying informed of all Product updates and alerts and implementing all updates and fixes; and

all other factors affecting the Products that are outside of the direct control of Rockwell Automation.

Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation isprohibited.

Throughout this manual we use the following notes to make you aware of safety considerations:

Identifies information about practices or circumstancesthat can cause an explosion in a hazardous environment,which may lead to personal injury or death, property damage, or economic loss.

Identifies information that is critical for successful application and understanding of the product.

Identifies information about practices or circumstances that can lead to personal injury or death, propertydamage, or economic loss. Attentions help you: identify a hazard avoid a hazard recognize the consequence

Labels may be located on or inside the drive to alert people that dangerous voltage may be present.

Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.


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FactoryTalk Historian SE Basic Lab

Contents

Before you begin ......................................................................................................................................... 5

About this lab ................................................................................................................................................ 5

Tools & prerequisites .................................................................................................................................... 5

Document Conventions ................................................................................................................................. 6

Section 1: Introduction to Histor ian (~10 minutes) ................................................................................. 7

About This Section ........................................................................................................................................ 7

Historian applications .................................................................................................................................... 8

Historian Architectures / Distributed Historian .............................................................................................. 9

Capturing Time-series data vs. Relational data .......................................................................................... 10

Filtering and Compression .......................................................................................................................... 10

Section 2: Configuration and Setup (~35 min) ....................................................................................... 13

About This Section ...................................................................................................................................... 13

Configure time-series data collection .......................................................................................................... 13

Check the tags in Logix 5000 ...................................................................................................................... 14

Open FactoryTalk Admin Console and check Data Sources ...................................................................... 16

Create a new Historian Server .................................................................................................................... 18

Assign Licenses .......................................................................................................................................... 20

Discovering Historian Points ....................................................................................................................... 22

Start Data Collection ................................................................................................................................... 25

Modify the Points with the SMTs Point Builder .......................................................................................... 26

Section 3: Trending with FactoryTalk View (~15 min) ........................................................................... 41



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Open View Studio ....................................................................................................................................... 42

Add a Trend to an Existing Display ............................................................................................................. 44

Section 4: FactoryTalk Historian DataLink (~20 min) ............................................................................ 52


FactoryTalk Historian DataLink ................................................................................................................... 52

Specifying time in FactoryTalk Historian ..................................................................................................... 53

Open Excel .................................................................................................................................................. 56

Create a summary report ............................................................................................................................ 56

Create a Report with Flexible Parameters .................................................................................................. 64

Sect ion 5: FactoryTalk VantagePoint (~30 min) ..................................................................................... 66

About this Section ....................................................................................................................................... 66

Using Trend ................................................................................................................................................. 72

Creating a Basic Excel Report .................................................................................................................... 78

Section 6: FactoryTalk Historian Backup (~10 min) .............................................................................. 85


Scheduling an Automatic Backup ............................................................................................................... 85

Testing the Scheduled Backup ................................................................................................................... 86

Section 7: Optional Advanced Applications (~15 min) ......................................................................... 88


Create a Performance Equation ................................................................................................................. 88

Create a Totalizer ........................................................................................................................................ 93


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Before you begin

At the conclusion of the presentation, read Section 1 Introduction to Historian.

About this lab

Welcome to the FactoryTalk Historian Hands-On Lab! This session provides you with an opportunity to

explore FactoryTalk Historian Site Edition v3.00. The following sections explain what youll be doing in

this lab session, and what you will need to do to complete the hands-on exercises.

FactoryTalk Historian Site Edition is a solution for optimizing your manufacturing process through the

analysis of historical data. Historian provides the capability to collect, store, analyze, and visualize data

using a powerful capturing engine and a powerful set of reporting tools (such as time-series trends, bar

chart, pie chart, and tabular) and easily generate reports using Microsoft Excel.

Tools & prerequisites

Software programs required:

Microsoft Windows Server 2008 R2

Microsoft Internet Explorer v8.0

Microsoft Office 2010

FactoryTalk Services Platform v2.50 (CPR9 SR5)

RSLinx Enterprise v5.50

RSLinx Classic v2.55

FactoryTalk Historian Site Edition v3.00

FactoryTalk Historian DataLink v4.20

FactoryTalk VantagePoint v4.00 FactoryTalk View Site Edition c6.1

SoftLogix v19

RSLogix5000 v19

Hardware devices required

None

Files required

None


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Document Conventions

Throughout this workbook, we have used the following conventions to help guide you through the lab

materials.

This style or symbol: Indicates:Words shown in bold (e.g.,

RSLogix 5000or OK)Any item or button that you must click on, or a menu name from

which you must choose an option or command. This will be anactual name of an item that you see on your screen or in anexample.

Words shown enclosed in singlequotes (e.g., 'Controller1')

An item that you must type in the specified field. This is informationthat you must supply based on your application (e.g., avariable).

Note: When you type the text in the field, remember that you donot need to type the quotes; simply type the words that arecontained within them (e.g., Controller1).

The text that appears inside of a gray box is supplementalLearning Point. The text is intended to emphasize certain keyconcepts about using the product.

Note: If the mouse button is not specified in the text, you should click on the left mouse button.


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Section 1: Introduction to Historian (~10 minutes)

Historians are a widely used tool for gathering large amounts of historical data, primarily based on time-series data. This data is stored in large archives, and retrieved for reporting, analysis and for general real-

time and historical trending.

There are several Historian technologies using either proprietary databases, or standard relational

databases. The advantages of a relational database are the ease of data retrieval based on standard, but

the database itself is not optimized to handle these large amounts of mostly unstructured data.

We will in this section get introduced to Historians in general and the new FactoryTalk Historian

specifically. We will look at the advantages of the new Historian compared to previous and older

technologies.

About This Section

In this section, we will introduce you to the new FactoryTalk Historian. In this section you will:

What is a Historian and what is it used for

Where does a Historian fit within the Enterprise IT solution

What is time-series data

What is the difference between time series data and relational data

What are some of the advanced features of a Historian


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Historian applications

Historians are utilized across many industries and applications including, Consumer Products, Food and

Beverage, Automotive, Life Sciences, Packaging, and Material Routing.

The main application is to capture process data at high speeds and at low intervals to be able to display

trends and graphs of the data, and to be able to perform advanced analysis of the data, and to report

based on the data.

Those time-series data can then be used as a basis for various calculations, estimations, statistical

processes, quality controls, etc., throughout the processes and applications in the enterprise.

The typical Historians are Plant historians capturing data from all the equipment in a plant, and that data

is then used in mostly other specialized applications such as MES, ERP, Reporting, Visualization, Quality

and Assurance applications etc.


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Historian Architectures / Distributed Historian

Because data becomes more and more important, it is essential that systems will allow for data capture at

all levels of the Plant floor and at optimal capture rates, and it is also essential that this data becomes

available at all levels of the enterprise. This is the basic concept of Rockwells Distributed HistorianStrategy.

The Distributed Strategy extends the traditional Site/Plant Historian, with a Machine Level device

Historian to allow for fast and reliable data capture at the controller level, and with an Enterprise Level

Historian to aggregate all Enterprise data to a central repository making the data available at all levels of

the Enterprise.


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Capturing Time-series data vs. Relational data

Time-series data is largely unstructured, and is therefore not the optimal candidate for being stored in a

relational database such as Microsoft SQL Server or Oracle. First of all the data will require a lot of space,

given that typical technologies make every data point a record in the database, and secondly retrievingthat data given the system needs to select a lot of records for a simple trend, will take more time than

traditional relational lookups.

So in order store more data in the same space and in order to allow for very fast data capture and

retrieval, the more advanced Historians today are utilizing time-series optimized data stores, that allow for

a very fast capture rate and storage, a space optimized storage, and a very fast data retrieval rate.

Filtering and Compression

On top of the optimized storage the new FactoryTalk Historian also has an advanced filtering and

compression algorithm that further optimizes the storage capability

Exception Test

Data compression is an optional two-step process to report changes by exception and store only what is

necessary to reproduce as close to the actual raw data trend.

The first step is the Exception test. This test filters all values out that only differ slightly from the previous

value.


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When a value passes this test, that value and the previous value are reported.

Compression Test

The second step is the compression test. This test filters values out that only differ slightly from the slope

between the previous and the next value.


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When a value passes this test, the first value for the slope section and the last value are reported. This

system is also used to retrieve non archived values by interpolation between the archived start and

ending point of the slope section.


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Section 2: Configuration and Setup (~35 min)

In order to make it quicker and easier to configure a new Historian (or to reconfigure an existingHistorian), Rockwell Software has enhanced FactoryTalk Historian with two significant features not found

in the OSISoft PI Historian:

1. Auto Discovery: auto discovery allows the system to automatically discover controllers and otherdata sources without the need for the user to identify the controller name and/or address. The systemwill start in the data tree within the FactoryTalk Application from where the user identifies the startingpoint of the search, and discover all data sources from that point and all tags in those sources.

2. Auto Configure: auto configure allows the system to automatically configure known tags and pointsbased on templates that define what points to search for. This means that the system will very quicklyfind only the relevant points to configure, and allow the user to configure these in one step.

About This Section

In this section you will explore the following topics:

Configuring a new Historian Server

Auto Discovery of tags

Using the System Management Tools

Using the Tag Configurator in MS Excel

Follow the steps below to complete Section 2.

Configure time-series data collectionFactoryTalk Historian is optimized to collect and analyze time-series data. Time-series data iscontinuously sampled over time, and each sampled value can be saved in the database. In order tooptimize the system and minimize storage requirements, there are ways to run exception testing andcompression testing on the data, so only relevant changes to the data are stored. This way the systemcan store much more data than if it was stored in a typical relational database (where typically everysampled point is stored).

In Historian, you (i.e., the discovery engine) merely select which register or tag in the control system youwant Historian to monitor, and Historian does the rest. The result is a series of data values collected overtime. The example you will use in this activity is a couple of controller tags contained in an Instant Soapproject representing temperatures in mixing tanks.


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First, some terminology:

A control system tagor memory tagrefers to a name assigned to a register in the control system orHMI.

A data pointis a FactoryTalk Historian SE term which refers to a location in the control system fromwhich FactoryTalk Historian SE collects data. A data point can be a control system tag or a memorytag.

A reporting tagis a Historian term for the time-series data stored in the FactoryTalk Historian Classicdatabase that was sampled from a single data point (or control system tag).

Configuring time-series data collection involves creating Historian collection tags (historian points) andidentifying where in the control system Historian should collect the data, how often the data should besampled, etc.

Check the tags in Logix 5000

Start by opening Logix 5000 to familiarize yourself with the tags in the controller that well be collecting

with the Historian.

1. From the Windows Startmenu, selectAll Programs > Rockwell Sof tware > RSLogix 5000

Enterprise Series > RSLogix 5000.

2. On the Quick Startpage, select the fthdemo project:

3. In the Controller Organizer, double-click Controller Tags.

4.


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Scroll down and expand the T100_Demo_TempUser Defined Tag (UDT) and the

T200_Demo_Temp UDT. Observe the 6 sub-elements of both tags:

5. Minimize RSLogix 5000.

6. From the Windows Startmenu, select All Programs > Rockwell Software > SoftLogix5800 >

SoftLogix Chassis Monitor. Verify that your SoftLogix controller is ready for data acquisition (i.e.,

the Run and OK LEDs are green). If the SoftLogix controller is faulted, you made need use the

Chassis Monitor to clear the fault and use RSLogix5000 to download the FTHDemo program to the

controller and place it back in run mode.

7. Close the Chassis Monitor and RSLogix 5000 when you are done.

Section Summary: In this section, you:

1. Familiarized yourself with the tags that will be logged by the Historian in subsequent sections.

2. Verified that your SoftLogix controller is available for data acquisition by the FactoryTalk Historian.


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Open FactoryTalk Admin Console and check Data Sources

We are now ready to configure our Historian to collect data from our SoftLogix controller. We can do this

using either the FactoryTalk Administration Console or FactoryTalk View Studio. We will use the

FactoryTalk Administration Console:

1. From the Windows Startmenu, select All Programs > Rockwell Software > FactoryTalkAdminist rat ion Console

If prompted for credentials, login using the default administrator account

User: Administrator

Password: rockwell

Server: localhost (a keyword for the local machine); you could also use the IP address or thename of the computer

Click Login

2. When prompted select the Network directory.

Learning Point: FactoryTalk Historian is only supported in a Network FactoryTalk Directory.

3. Notice that there are 2 FactoryTalk applications in the Network FactoryTalk Directory (FTD):

InstaCorp

Samples Water

4. Expand the InstaCorpapplication and the Mixingarea as shown below:


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5. Expand the RSLinx EnterpriseData Server and double-click Communications Setup.

6. Verify that the CLX1 shortcut is highlighted on the left and the 1789-L60/A, FTHDemo in slot 2 of

the backplane is highlighted on the right:

Learning Point: In the interest of saving time, the InstaCorp application and the CLX1shortcut to the SoftLogix Controller were pre-configured for you.

7. In the lower right hand corner, click the Verify buttonto verify the connection to the SoftLogix

controller. You should receive a Path to Primary device is assigned message:

8. Click Closeto close the Shortcut Verifier dialog and ClickOKto close the Communications Setup

window (but do not close the Admin. console).

9. Minimize the Admin. Consoleand return to the desktop. Double-click the Live Data Test.xmlicon:

Learning Point: Double-clicking an XML file normally launches Internet Explorer. In theinterest of saving time, your computer was pre-configured to launch the Rockwell SoftwareLive Data Client. Be patient while the data collection is initialized.


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10. These are the 3 Process Variables (temperatures) we will be using throughout the remainder of this

lab exercise. Observe the Current Valuecolumn and note that only the first point (T100) is currently

changing:

11. Also observe the range of the T100 tags Current Value, it should be 60 to 150 (i.e., 149.9).

Learning Point: The span of all three tags is 90 units (degrees). This span will beentered into the properties of each tag in the Historian later in the lab.

12. Close the Live Data Client.

Create a new Historian ServerWith the connection to the controller verified, are now ready to create a connection to the HistorianServer.

1. Expand the Connectionsfolder, and then select the Historical Datafolder:

Learning Point: Note the absence of any connection from the application tree to a Historianserver.


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2. Right-click on Historical Data and select the New Historian Server Connection wizard:

3. Accept the default Name, Description and Server or Collective Name. Verify the connection to theappropriate computer by pressing the Test Server Connectionbutton:

Be patientthis may take a few seconds


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4. When the Server connection is verified, click Finish:

Assign Licenses

1. Verify that the Historian server (Production Historian) and Factory Talk Live Data interface #1(FTLD1) now appear under the Connections > Historical Data folder in the System tree.


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2. Open up the properties dialog for the Production Historian Server by right-clicking on the server andselecting Properties :

3. Select the Licensing taband notice that none of the licenses available on the Activation Server havebeen assigned. Assign 1 of each license by changing the Assigned 0 to a 1 (as shown below), andclickApply:


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Select the Point Sources taband notice 0 Points In Use and the Limit of 100,000 (50,000 Live Data+ 50,000 3

rdParty):

4. Closethe Historian Server Properties dialog.

Discovering Historian Points

1. Return to the Mixingfolder as shown below:


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2. Right-click the Mixing folder and select Discover Historian Pointsas shown below:

3. Configure the Auto Discovery parameters as shown below:

De-select all the data sources except Linx Enterprise

Select the Mixingsub-area within the InstaSoap area of the InstaCorp Application as thestarting point for the search

Select Enable data type filter

Click Nextto discover the controller(s) and configure the tags

Learning Point: We de-selected the other 3 sources to speed up the search process. Also,since we did not modify the scan rate or edit the Discovery Rules, we are using the defaultscan rate (1 second) and the default Discovery Rules configuration.


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4. The wizard will now go through the selected data source(s) in the area scope defined, and find alltags that match the default Discovery rule set. Wait while the Auto Discovery finds all the Logix tagsmatching the default discovery rules.

5. In the Confirm New Data Points dialog, click Confirm Pointsto configure the 1423 data points:


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6. The system will configure the points to be collected in the Historian

Learning Point: Using the default discovery rules and the default scan rate (1 second), theAuto Discovery wizard discovered 1423 tags in our SoftLogix Controller and assigned them toscan class 1 (1 second). Note: There are far more than 1423 tags present in the SoftLogixController. To discover additional tags, you would need to modify the default DiscoveryRules, or perform manual tag addition using Add Individual Historian Points.

Start Data Collection

1. Click the Startbutton to start the FactoryTalk Live Data (FTLD) Interface as shown below:

2. Click OKto close the New Historian Point Discovery Complete dialog:

Learning Point: Your Historian is now collecting the 1423 data points every 1 second fromthe SoftLogix controller. By default, all these points are Advised (as opposed to Polled)meaning historical records are only created in the archive if the value is changing.


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Modify the Points with the SMTs Point Builder

1. Open up the properties dialog for the Production Historian Server by right-clicking on the server andselecting Properties :

2. Return to the General tab and click the Launch System Management Tools button:


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Learning Point: The System Management Tools (PI SMT) provide a consolidated controlpanel in which you can manage FactoryTalk Historian systems. PI SMT consists of acontainer application - known as the host - and a library of plug-ins designed for specificmanagement tasks.

3. Briefly examine the SMT interface, making sure the VM-DATAServers box is checked and payingspecial attention to the System Management Plug-ins pane in the lower left hand corner:


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4. To briefly familiarize yourself with all the available plug-ins, click on each of the 9 parent categoriesin the System Management Plug-ins pane and observe the icons that appear in the main window.

Learning Point: For more detailed information on all the available plug-ins, select Help >Contents.

5. Select and expand the Datacategory and select the Stale and Bad Poin ts SMT plug-in. Click theSearch for Tagsicon:

If any Bad or Stale tags are found, stop and ask for assistance.

6. Select and expand the Pointscategory and then double-click Point Buildericon to launch the PointBuilder plug-in:


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7. Within the Point Builder utility, click the Search Toolbar Iconas shown below:

8. In the Tag Search dialog, change the Tag Mask field to *.PV (as shown below) and click Search:


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9. The search should return 6 tags, but we are currently only interested in 3 of them. Using Ctrl-Click ,select the 3 Temperature related tagsas shown below:1. InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV2. InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T200_Demo_Temp.PV3. InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T300_Demo_Temp.PV

10. Click OKto return to the Point Builder. Highlight the first tagand click the Renamebutton:


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11. We want to work with shorter point (tag) names for the remainder of the lab, so rename the point toCLX1.T100_Demo_Temp.PVas shown below:

12. Repeat the step above for tagCLX1.T200_Demo_Temp.PVand CLX1.T300_Demo_Temp.PV.All 3 tags should now be renamed as shown below:

13. Highlight the first point and select the Archive tab as shown below:

Learning Point: For more information about the fields on the Archive tab, select the toolbar

Helpbutton thenArchive tab .


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14. Perform the following tasks on each of the 3 Demo_Temp.PV points :

change the Typical Value field from the default of 50 to 100

change the Zero field from the default of 0 to 60

change the Span fieldfrom the default of 100 to 90

Make a mental note of the default Exception Deviation (0.25) and Compression Deviation (0.5)values

click the toolbar Disk icon (Save)

Learning Point: The Typical Value, Zero and Span on these points were changed becausethey all have a range of 60 to 150 in the SoftLogix Controller. These changes are notinstantaneous, but are implemented by the Interface within a few seconds of making the edit.

When using the Point Builder plug-in, you must select, configure and save each pointindividually. When each point is saved, you will receive a corresponding entry confirmingyour changes in the Session Record pane at the very bottom of the display:

15. Now return to theArchive Tabfor CLX1.T200_Demo_Temp.PV.

disable Exception Deviation by changing .25 to 0and the Max. Time Minutes value to 0

disable Compression by select Offas shown below:

16. Click the toolbar Diskicon (Save).

Learning Point: CLX1.T200_Demo_Temp.PV is now uniquely configured for no Exceptionand no Compression filtering.


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17. Now select to the Classic Tabfor CLX1.T200_Demo_Temp.PV. Make the point Polled (as opposedto Advised) by changing Location 3 from 1 to 0 as shown below:

Learning Point: See the table below for the locations definitions.

18. Click the toolbar Diskicon (Save).

Learning Point: Historian tags can be Advised (default) or Polled. Advised tags are not sentto the Historian snapshot if they are not changing. Polled tags are periodically sent to theHistorian snapshot even if the value does not change.

With Exception and Compression disabled and the point changed to Polled, the Temperaturefor Tank T200 will be placed in the archive every second even if the value does not change.


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19. Return to the FactoryTalk Administration Console Historian Server Properties and click Manage inMS Excelto launch the Tag Configurator:

20. Observe the 11 tabs and associated ribbons located across the top of the Excel 2010 interface:

Learning Point: The PI ribbon at the far right is FactoryTalk Historian DataLink.DataLink will be covered later in the lab.


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21. TheAdd-Insribbon is for use with the PI-SMT menu the System Management Tools, a.k.a. TagConfigurator. Select theAdd-Insribbon and observe the PI-SMTmenu:

Learning Point: The PI-SMT menu permits Excel to perform various tasks with points in theHistorians database. For more information, select Help from the bottom of the menu. Inorder for the Add-Ins ribbon to display in Excel, you must first install the System ManagementTools from the FactoryTalk Historian CD and then configure Excels Add-Ins in order to viewthem under the Add-Ins tab. In this lab, these steps have been completed for you in theinterest of saving time.

22. On the PI-SMTmenu, select Import Tags. Click OKto accept the default tag import specifications:


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Learning Point: In some cases, you would change the defaults in this dialog to filter/limit thenumber of tags you import into Excel.

23. At the end of the Import a dialog will be visible with a summary of the import. Note the number of

tags successfully imported:

Learning Point: The number of tags imported into Excel (1573) exceeds the number of tagsreported earlier during Auto Discovery (1423) by 150. These additional 150 tags consist of10 system demo tags and 140 system health tags that existed in the database even priorto the Auto Discovery. Note: These 150 system tags do not count against activation.

24. Click the OKbutton to clear the dialog box and review the tags in Excel. The worksheet should be

populated with 1573 points (rows) from the Historian:


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25. Note the following column headings in the worksheet:

Column B: Tag

Column D: changedate

Column F: compdev (compression deviation)

Column G: compdevpercent (compression deviation percent)

Column U: excdev (expression deviation)

Column V: excdevpercent (expression deviation percent)

Learning Point: Refer back to Section 1 of this lab manual for a brief explanation ofCompression and Exception deviation.

Create a descending sort on the data using Column D (changedate) using the steps below:

select Column D

select the Data ribbon, then the Sort icon:

select Expand the selection(the default) and then click Sort

in the Sort dialog, select changedate, Values and Newest to Oldest as shown below:

click OK


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26. The 3 CLX1.Tx00_Demo_Temp.PV tags should appear at the very top of the sort (if they dont, youneed to close this workbook and repeat steps 11 23).

Learning Point: These are the 3 tags you modified individually moments ago using the SMTsPoint Builder plug-in. Those same changes can also be performed in Excel using Tag

Configurator (i.e., the PI-SMT menu on the Add-Ins ribbon) and then exported back to the FTHistorian database. The advantage of using the Tag Configurator (vs. the SMT Point Builder) isthat you can make changes to a large number of tags (or all tags) simultaneously and then exportthem back to the FT Historian database.

27. Scroll horizontally to co lumn AR (span)and you should see that all 3 tags have the modified Spanvalue of 90.

28. We are not going to make (export) any additional tag changes at this time, so you can Exit Excel(you do not need to save the Book1 file).

29. Return to the FactoryTalk Administration console and close any open dialog boxes.

30. Expand the Production Historian item and then open up the properties dialog for the FactoryTalk LiveData Interface #1 (FTLD1) by right-clicking on the FTLD1 Interface and selecting Properties :


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31. Note that the Service Status is Started and the Startup Type is Automatic as shown below:

32. Select the Scan Classestab to observe the 10 default scan classes of the FactoryTalk Live DataInterface (and the ability to add/modify scan classes):


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33. Click OKto close the Data Collection Interface Properties dialog.

Learning Point: You have now verified the settings for your FactoryTalk Live Data (FTLD)Interface #1. It is possible to have multiple FTLD interfaces (e.g., FTLD2, FTLD3, etc.)

associated with only one FT Historian server, but using multiple interfaces on multiple hostcomputers is beyond the scope of this basic lab.

Section Summary: In this section, you:

1. familiarized yourself with the tags that will be logged by the Historian in subsequent sections

2. verified the configuration of RSLinx Enterprise

3. created a new Historian Server, performed an Auto Discovery of tags and started data collection

4. used Point Builder to modify 3 Auto Discovery tags

5. used Excel and the Tag Configurator Add-Into view all the Historian tags and verify the changesmade in Point Builder

6. verified the FactoryTalk Live Data interface settings


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Section 3: Trending with FactoryTalk View (~15 min)

Unless the data captured by the Historian is viewed and used, it is of very little value. One of the mainadvantages of the FactoryTalk Historian is FactoryTalk View SE integration that will allow trends in View

SE screens to be displayed based on data in the Historian instead of (or in addition to) the View data log.

By adding the Historian View trending capability, Rockwell Automation has significantly improved the

retrieval speed of trend data based on the significantly improved time series data store that the new

Historian is based on. Not only is the data store more efficient storing and compressing the data, but it is

also significantly faster in retrieving that data for visualizing it in trends.

The updated trend module in View, works just as the original does, with the main difference, that pens

can now be configured based on data in the Historian (in addition to Live Data or View SE Datalogger

data).

About This Section


FactoryTalk View integration to the Historian

The Trending object for FactoryTalk View that has been modified for use with Historian data

How to add a trend to a View project and how to configure it to plot data from the Historian



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Open View Studio

We will start by opening FactoryTalk View Studio.

1. From the Windows Startmenu, select All Programs > Rockwell Software > FactoryTalk View >

FactoryTalk View Studio.

2. Select the Site Edition (Network)application type:

Learning Point: FactoryTalk Historian SE does not integrate with Site Edition(Local) or Machine Edition.


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3. Open the existing InstaCorpapplication:

Learning Point: The InstaCorp application was pre-created in the interest of saving time.

4. MaximizeView Studio.

5. Observe that the Historian Server and FactoryTalk Live Data interface (FTLD1) are present under the

Systemtree and are integrated with View Studio in the same manner as the Administration Console:


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Add a Trend to an Existing Display

1. Open the process overviewdisplay by double-clicking the display in the Graphicsfolder.


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2. Add a new trend to the bottom of the screen by selecting the toolbars Trend button(looks like a

button with an N and circled below) or by selecting Objects > Advanced > Trend. Then, click and

drag a rectangular box selection on the lower portion of the display.


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3. Right-click on the newly created trend object and select Properties.

4. On the Generaltab, note that the Data Serverdefault = Real-time data server, select Poll

historical data:

Learning Point: Real-time data server means that the data originates from the Historiansnapshot and only exception filtering has been applied (if configured). Poll historical datameans that the data originates from the Historian archive file, and that both exception andcompression filtering have been applied (if configured).


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5. On the Penstab, change the Pen Sourceto Historian Server.

6. Click on theAdd Pen(s)button and then click on button to search for point names.


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7. In the Tag Search dialog, change the Tag Mask field to *.PV (as shown below) and click Search:

8. The search should return 6 tags, but we are currently only interested in 3 of them. Using Ctrl-Click ,

select the 3Temperature related tags (recently renamed) as shown below:

9. Click the Tag Search dialogs OKbutton.


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10. Click the Add Pen Configuration dialogsAddbutton.

11. Click the Add Pen Configuration dialogs OKbutton.


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12. Click the Trend Properties dialogs OKbutton to save your 3 new pens:

13. Savethe changes in the Process Overview graphic.

14. MinimizeFactoryTalk View Studio and return to the desktop.

15. From the Desktop, double-click the FactoryTalk View Site Edition client icon: Instant Soap.cli. Wait

for the View SE client to launch completely.


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16. The T100 temperature should be cycling without any user input. Start the T200 temperature cycling

by clicking the green T200Startbutton in the display. Wait 5-10 seconds and then start the T300

temperature cycling by clicking the green T300Startbutton.

Learning Point: As observed previously using the Rockwell Software Data Client, the T100temperature cycles continuously. The T200 & T300 temperatures are controlled with thebuttons and the cycles run roughly 90 seconds. There is a short delay before the pensappear because this is historical data from the FT Historian archive (vs. live data from RSLinxEnterprise).

Leave the View SE Client open, because you will need it for the remaining sections of the lab.

Close View Studio.


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Section 4: FactoryTalk Historian DataLink (~20 min)

As a significant valuable reporting tool for Historians, Microsoft

Excel

has traditionally been the tool ofchoice. The main advantage being that a lot of users know how to use Excel, and Excel adds a layer of

simple calculation and formatting options to the data.

FactoryTalk Historian DataLink is a very advanced add-in for reporting using Excel. With the Excel add-in,

data can become immediately available in Excel either as data in tables or as data in trends. Excel can

then be used to add further analysis on to the data, and to format the data for simple reporting.

DataLink adds a new menu to MicrosoftExcel, from where it is possible to retrieve data in various

formats, such as archived data, sampled data, time filtered data, timed data etc. The Add-in works directly

with Excel formulas and expressions, and it is possible to use either the Excel time expressions or the

Historian time expressions to identify the time intervals for the data retrieval.

About This Section


Using Excel for Reporting with the Historian

Summary reports with FactoryTalk Historian DataLink

Trends with FactoryTalk Historian DataLink

How to use Excel cells to configure the reports and trends (points and time line)


FactoryTalk Historian DataLink

FactoryTalk Historian DataLink provides a live link between the Historian database and Microsoft Excel.

DataLink is installed as a spreadsheet add-in, allowing users to quickly access real time or historical data

from the Historian. Using DataLink makes entering manual data and performing complex data

calculations a snap.

FactoryTalk Historian DataLink for Excel is built with OSIsoft's FactoryTalk Historian SDK product. It

allows users who have experience using Microsoft Visual Basic for Applications (VBA) to develop Excel

routines that call FactoryTalk Historian SDK functions.

The FactoryTalk Historian DataLink add-in for Excel provides users of Microsoft Excel with the ability to

retrieve data associated with tags on a FactoryTalk Historian Server, directly into a spreadsheet.


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FactoryTalk Historian DataLink provides the following functions to retrieve data from FactoryTalk

Historian:

Current value

Value at a specific time

Tag attributes

Evenly spaced (sampled) data

Sampled data while a given expression is true

Compressed (archived) data

Compressed data while a given expression is true

Sampled data for a user specified array of timestamps

Data from calculations on FactoryTalk Historian tag expressions

Amount of time while a FactoryTalk Historian tag expression was true

Totals, minima, maxima, standard deviations, ranges, averages, counts and means for FactoryTalk

Historian tags and FactoryTalk Historian expressions

Tagname from a specified Point ID

Tagnames from specified attribute masks

Alias value from module database

Property value from module database

Specifying time in FactoryTalk Historian

Absolute (a speci fic point in time)

: (NOW)

t : 00:00:00 on the current day (TODAY)

18-feb-05 16:00:00

Relative (time is offset from another time)

+8h : + 8 hours

Combined

t+8h : today + 8 hours


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dd-mmm-yy HH:mm:ss

dd Day

mmm Month (Jan, Feb, Mar, Apr, May, )

yy Year HH Hours in 24 hour format

mm Minutes

ss Seconds

Example:

18-feb-05 10:43:29

"Date" fields default to the current date

"Time" fields default to 00.

Absolute Time Other Formats

Absolute time formats


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Relative Time

Number of:

Hours (h)

Minutes (m)

Seconds (s)

Weeks (w)

Days (d)

Years (y)

Months (m)

Leading sign (+ or -) is required.

No default time un it: must specify d,h,m,s,w,mo , ory

Can use fractions only for Hours, Minutes and Seconds

+2.5h, -0.5m

Relative time is most often part of a Combined time

Combined Formats

Uses both an absolute and a relative time

The absolute part of the time can be *, T, Y, or a day of the week

For more Information

On Specifying Time in FactoryTalk Historian:

PI Server Reference Guide Appendix B

See Time Concepts in C:\Program Files\Rockwell Software\FactoryTalk

Historian\Server\PIPC\HELP\procbook.chm


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Open Excel

1. Double-click the Excel file Tank Temperatures.xls on the desktop.

2. Select the PI ribbonand observe the various functions available for use with the Historian data. With

this menu it is possible to extract data points to Excel for calculations, displaying trends, etc.:

Learning Point: In order for the PI ribbon to display in Excel, you must first install theDataLink Client from the FactoryTalk Historian CD. In this lab, these steps have beencompleted for you in the interest of saving time.

Create a summary report

The report template is pre-populated with logo and text, but does not have any data yet. We will add

some data points and a trend.


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3. Select cell B5and then select Compressed Data > Values for today from the PI ribbon:


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4. In the Compressed Data dialog, enter/select the following (as shown below):

Time Range

Start Time to *

End Time to *-30s

select hide count

select show timestamps

5. Next, click the Tagname(s) button to open the Tag Searchdialog.


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6. In the Tag Search dialog, select Favorites > Last Search(which should be *.PV). Select the

CLX1.T100_Demo_Temp.PV tag (as shown below) and click the OKbutton:

3. Click the Compressed Data dialog OKbutton (lower right hand corner) to export the data into Excel

as shown below.

Learning Point: The data for Tank 100 is always changing in the SoftLogix controller;however DataLink only shows you a point-in-time snapshot of the data that was stored inthe FT Historian. To refresh the Tank 100 data, select the toolbar Updatebutton (the defaultis every 5 seconds).


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4. Return to Exceland repeat steps 1-5for Tank 200 (cell E5), this time selecting the

CLX1.T200_Demo_Temp.PV tag in step 5.

Learning Point: For Tank 200, you should receive records time stamped at 1 secondintervals. The time stamps are every 1 second because there is no exception orcompression deviation and the T200 point is Polled (as opposed to Advised).

5. Return to Exceland repeat steps 1-5for Tank 300 (cell H5), this time selecting the

CLX1.T300_Demo_Temp.PV tag in step 5.

Learning Point: Expect no values for T300 initially because like T100 - this point isAdvised (as opposed to Polled) and because its temperature cycle must be started manuallyusing the Start button in the View SE client.

6. Return to the FactoryTalk View SE client and Startthe cycle for Tank 200. Return to Excel and

observe the timestamps that begin to populate column E and the changing values that begin to

populate column F.

Learning Point: Return to the FactoryTalk View SE client to monitor and control the cyclefor Tanks 200 and 300. Return to Excel to observe the changes.


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7. Optional:Observe that the most recent data is at the top of the 3 Temp columns. This can be

changed by reversing the times specified in Step 2 to Start Timeof -30s, the End Timeto *.

8. Select cell K5in the worksheets open space to the right and select Insert Trend from the PI ribbon:

9. In the Trend Wizard, select Data from PI and click the button to select the tags.

9. In the Tag Search dialog, select Favorites > Last Search.


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10. This time select all three Demo_Temp.PV tags. Click OK.

11. Select the Markersbox for all three points as shown below and click Next:

Learning Point: When checked, a data event is indicated with a Marker on the trace.


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12. Set the StartTime to *-2m, the End Time to *, and check Enable Updates(as shown below)

then click Next:

13. Change the Trend Title to Temperature Trend (as shown below) and click Finishto add the trend to

the report.


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14. The report is now finished with actual data and a trend:

Learning Point: This data is from the FT Historian archive. Each data event in the archiveis indicated with a marker on the trace. For more information, right-click on the trend, selectDefine Trend and click Help.

15. Make sure that the upper-left most cell of the Trend is K5. If not, move the trend by right-clicking on

the Trend and selecting Move/Resize and entering K5:

Create a Report with Flexible Parameters

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 trend can be made more dynamic

by linking it to cell based time specifications.

1. Select the following cells in row 3 (above the existing trend) and enter the following text:

Cell L3: Start time:

Cell M3: *-15m

Cell N3: End time

Cell O3: *


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2. Right-click on the trend and choose Define Trend Time Range.

3. Use the cell pickers on the right hand side of both time fields to link the appropriate worksheet cells to

the start and end times as shown below:

4. Click Finish. Change the Start time (M3) and End time (O3) values and observe how it affects the

chart.

5. Exit Excel. You do not need to save the file.


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3. Right-click on InstaCorpand select New > Folder. Name the folder Reports

Learning Point: Later in the lab, well place the InstaCorp related reports we create in thisfolder.

4. Right-click on InstaCorpand select New > Folder. Name the folder InstaSoap .

5. Right-click on InstaSoapand select New > Folder. Name the folder Mixing.

6. Right-click on Mixingand select New > Folder. Name the folder Tank100 Repeat and alsocreate Tank200 . Repeat and also createTank300:

Learning Point: Later in the lab, well place tags in these 3 Tank folders.


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Create a FactoryTalk connector

7. In the VantagePoint model, navigate to System.Sources.FactoryTalk .

Learning Point: The FactoryTalk connector is for the Historian we created earlier in the lab.The FactoryTalkHistorian connector is for additional FactoryTalk Historians that are external(i.e., reside in a different FactoryTalk Directory).

8. Right-click on the FactoryTalknode and select New > Item.


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9. In the User namefield, enter ftadmin. In the Passwordfield, enter ftadmin. Check the checkbox

that states This is an existing account. Use it as the FactoryTalk user instead as shown below:

Learning Point: In the interest of saving time, the FactoryTalk User name ftadmin was pre-created for you.

10. Click Next.

11. Select the option Yes, pleaseand click Finish.


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12. Select the option I would like to impor t FactoryTalk Historian tags and click Next.

13. Check the Production Historian option and click Next


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14. The Historian ME dialog is not applicable to this lab, so simply clickFinish.

15. After 60-75 seconds you will see a dialog box when the import is completed:

16. Click OK.

17. In the VantagePoint model, navigate to

System.Sources.FactoryTalk.localhost.Historians.ProductionHistorian.Tags .


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18. You should see all of the imported Historian tags in the lower left hand pane.

Using Trend

In this section, you will explore many of the features available in VantagePoint Trend.

Start Trend

1. Launch VantagePoint Trend (Start > All Programs > Rockwell Software> FactoryTalkVantagePoint > Trend)

2. Navigate to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tagsasshown below:


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3. Select the Filter Item icon:

4. Expand the Filter by clicking the down arrow:

5. Enter Demo_Temp in the Namefield as shown below and clickApply.


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6. The list of tags is filtered to only show tags that contain Demo_Temp in the tag name. Find thefollowing 3 tags in the tags list and drag-and-drop them into the trace window on the right.

CLX1.T100_Demo_Temp.PV



Your screen should look nearly identical to the one below:

Learning Point: Notice that the timestamps do not change because this is only a pointin time snapshot.

7. On the Trend tool bar, select Live Mode to get the live/refreshing trend data.

8. Return to the FactoryTalk View SE client and Startthe T200 Temp Cycle. Return to Trend andobserve the trace for T200.

9. Return to the FactoryTalk View SE client and Startthe T300 Temp Cycle. Return to Trend andobserve the trace for T300.

10. On the Trend tool bar, enable the X/Ycursors to perform trace analysis.


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11. On the Trend tool bar, zoom in and out.

12. On the Trend tool bar, de-select Live Mode , then Pan left and right.

Publish a Trend

Publishing is used to make your trend report visible to any licensed FT VantagePoint user through abrowser. It facilitates process analysis by allowing users to share trends.

13. Using the trace from the previous section, selectFile > Publish.

14. Select the MyEnterprise.InstaCorp.Reports folder.

15. In the Name field, enter Mixing Tank Temperatures Trend and then click the Publishbutton (asshown below):


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16. Launch VantagePoint Portal (Start > All Programs > Rockwell Software> FactoryTalk

VantagePoint > Portal).

Learning Point: The VantagePoint Portal works with Internet Explorer and is used on clientcomputers where only viewing of reports is required.

17. On the Portal menu, select Reports > MyEnterprise.


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18. Browse the tree to MyEnterprise.InstaCorp.Reports and select Mixing Tank Temperatures Trend.

19. The Trend is generated and displayed in the pane on the right.

20. Return to the FactoryTalk View SE client and Startthe T200 Temp Cycle. Return to Trend and

observe the trace for T200.

21. Return to the FactoryTalk View SE client and Startthe T300 Temp Cycle. Return to Trend and

observe the trace for T300.

22. Launch other Sample Reports under the MyEnterprise folder. When finished, Close VantagePoint

Portal(Internet Explorer). Close VantagePoint Trend(if still open).


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Creating a Basic Excel Report

In this section, you will use the VantagePoint Excel Add-in wizard to create a simple report. The wizardwill guide you through the steps necessary to bring VantagePoints rich data into Excel where it can be

formatted to create powerful reports.

1. Return to VantagePoint Manager.

2. Navigate to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tagsas

show below:

3. Drag and drop CLX1.T100_Demo_Temp.PV into the recently created Tank100 folder. Click on

Tank100 and ensure that the tag appears in the Item Name area as shown below:


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4. Navigate again to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags

5. Drag and drop CLX1.T200_Demo_Temp.PV into the recently created Tank200 folder.

6. Navigate again to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags

7. Drag and drop CLX1.T300_Demo_Temp.PV into the recently created Tank300 folder.

8. Close (or minimize)VantagePoint Manager.

Create a Tank Temperature Report

1. Launch Excel.

2. Select the VantagePointribbon.

3. Select Insert Functionas shown below:

4. Select the Historyoption and click Next.

5. Navigate to MyEnterprise.InstaCorp.InstaSoap.Mixing.Tank100.


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6. Select the CLX1.T100_Demo_Temp.PV tag and move it to the right pane using the >button asshown below:

7. Repeat Step 6 for CLX1.T200_Demo_Temp.PV tag and CLX1.T300_Demo_Temp.PV.

8. Click Next.

9. In the Time Selection dialog, select the Last minutefrom the drop down time selector and click Next.


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10. In the Data Options dialog:

deselect Quality - Include All and select Good

select the Data Format as Wide

select the Skip Advanced optionscheckbox

as shown below:

11. Click Next.

12. In the Function Options dialog, retain all the default settings and click Finish.


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13. Your Excel work sheet should look very similar to the one below:

Format the Report

1. Right-click on the tab Sheet2and select Delete. Repeat for tab Sheet3.

2. Right-click on the sheet named Parametersand select Hide.

3. Right-click on Sheet1, select Renameand enter Mixing Tank Temperatures.

4. Click the Quick Access Toolbars Refreshbutton to analyze data over the last one minute.

5. Save the Excel file on the desktop with the name Mixing Tank Temperatures Report.xlsx.

Learning Point: An Excel chart can also be included this report.

Publish the Report

1. Click the Quick Access Toolbars Publishbutton.

2. In the Report Type Selection dialog, accept the defaultA report w ith parametersand click Next:


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3. In the External Parameters dialog, select Tagsand click Next:

4. In the Report Folder Selection dialog, select MyEnterprise.InstaCorp.Reports as the location to

publish and accept Mixing Tank Temperatures Report as the name and click Next:

5. In the Summary dialog, select Browse to published reportand click Finish. Your published report

should be displayed in the VantagePoint Portal. Click Generate to refresh the report.

Learning Point: This report is now available to any licensed VantagePoint client with abrowser. Excel is not needed on the client computer to view the report.

6. On the Portal menu, Reports > MyEnterprise.


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7. Navigate to MyEnterprise.InstaCorp.Reports . Your published Mixing Tank Temperatures Report

should be located there (in addition to the Mixing Tank Temperatures Trend created earlier).


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Section 6: FactoryTalk Historian Backup (~10 min)

Its important to backup the FT Historian SE, so that you dont lose data and configuration information. All

backups of FT Historian SE that are done while the system is running are managed by the PI BackupSubsystem (PI\bin\pibackup.exe). Typically, the backups are launched via the C:\ProgramFiles\FactoryTalk Historian\Server\PI\adm\pibackup.bat backup script. The pibackup.bat script can beused to start a backup from the command line or in a scheduled task. It is highly recommended toperform a backup at least daily and to external media.

About This Section


Scheduling an automatic backup

Testing the scheduled backup


Scheduling an Automatic Backup

1. Launch Windows Explorer.

2. Navigate to C:\Program Files\Rockwell Software\FactoryTalk Historian\Server

3. Hold down the Shift key and in the left hand pane, right-click the adm folder and select Open

command window here.

4. Create a manual task backup to the C:\FTHBackup folder by entering the following command at the

command prompt:

pibackup.bat C:\FTHBackup\ -install

Learning Point: This pibackup.bat command with the install switch automatically createsa scheduled backup task in the Windows Operating System for subsequent use. If thedestination folder (in this case C:\FTHBackup) does not already exist, it is createdautomatically. Note: In a production environment, the backup destination should be onexternal media.


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5. When the command window indicates that the script has completed successfully, open the Windows

Scheduled Tasks by selecting: Start > All Programs > Accessor ies > System Tools > Task

Scheduler. You should have a new scheduled task named PI Server Backup that has yet to be

executed:

Learning Point: Notice that the Last Run Time = Never. This backup has only beenscheduled, but not actually executed.

Testing the Scheduled Backup

1. Right-clickon the PI Server Backup scheduled task and select Run . The Status field for this task

should change to Running and the Last Run Time field should be updated with the current time.

Note: The initial backup will take ~1 minute to complete.

2. When the status disappears, the task is complete. Using Windows Explorer,navigate to the

FTHBackup folder in the root of C and examine the contents of that folder.


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3. Repeat the Backup (step #1) again. When the task is complete, return to the FTHBackup folder

and notice the additional pibackupdatetime.txt file.

Learning Point: The second backup you performed created a second text file and added

new data the first (i.e., it is incremental). Each subsequent scheduled backup will also beincremental (and will create another text file).

4. Right-clickon the PI Server Backup schedule task and select Properties . Observe the 4 tabs and

the settings that can be changed to modify this scheduled task:

5. Close the PI Server Backup dialog, the Task Scheduler and Windows Explorer.


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Section 7: Optional Advanced Applications (~15 min)

The raw data captured into a Historian can become much more valuable, when you put applications on

top of that data. Some of the obvious applications are server side calculations that take a combination of

collected values and generate new values using expressions.

Performance Equations and Totalizers are used for just that. Performance Equations (PEs) are used to

generate derived values based on collected values and Totalizers are used to generate statistical results

based on the captured data.

About This Section


Using Performance Equations for generating derived values

Using Totalizers for Statistical Analysis

Follow the steps below to complete Section 7

Create a Performance Equation

1. Launch the System Management Tools (from the Windows Startmenu, selectAl l Programs >

Rockwell Software > FactoryTalk Historian > System Management Tools).

2. Navigate to the Performance Equations editor under the Points group.


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3. Click on the new performance equation toolbar icon to the left of Tag Mask.

4. On the general tab, fill in the NameTank_Combined_Volume and DescriptorCombined volume of

T100 and T200. Select the Point typeFloat32 as shown below:


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5. On the Equation tab, manually enter the Equation below - or - use the Equation browse button to

search for the tags to build this equation:

InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Volume.PV +

InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T200_Demo_Volume.PV

Learning Point: The volume tags still have their original (long) names because we did notrename them in Section 2 them like we did the temperature tags.

6. Click the Evaluatebutton to check the syntax. Correct any syntax errors before proceeding.

7. On the Scheduling tab, specify Clock schedulingand a Scan class of 1 as shown below:

Learning Point: On our system, a Performance Equation scan class of 1 corresponds to a

recalculation every 1 second as defined in the file pipeschd.bat.

Do not confuse Performance Equation scan classes with Interface Node scan classes thatwere mentioned briefly in Section 2. Interface Node scan classes are used by the interfaceto determine data collection rates. Performance Equation scan classes are used by theserverto determine calculation rates.


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8. On the Archive tab, specify a Span = 1000.

9. Finally, click the save performance equation icon on the toolbar. You should see a new Successfully

createdPETag session record:


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10. Navigate to the Current Values plug-in under the Data group and view (add) the two tank volumes

tags and the new Tank_Combined_Volume PE tag as shown below. Make sure you click the start

button on the toolbar to initiate the updates:

Learning Point: The Tank_Combined_Value PE tag should update every 1 second based

on the scan class selected (1).


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Create a Totalizer

1. Select the Totalizersplug-in under the Pointsgroup.

2. Click the new totalizer icon to the left of the Tag Mask.


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3. Complete the Name & Typetab as shown below:

Name field: T100_Temp_Cycle_Avg

Source Tag: CLX1.T100_Demo_Temp.PV

Point Type: Float32.Totalizer Type: Summary Calculation

Block, Time-Weighted, Average


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4. On the Sampling tab, use the following filter expression:

CLX1.T100_Demo_Temp.PV > 60.1

Learning Point: The quotes must be exact.

5. Complete the Resultstab as shown below:

Write final results: Based on a trigger event

Details: When the follow ing expression changesCLX1.T100_Demo_Temp.PV > 60.1

(Same expression as used on the Sampling tab)

Write interim results: Do not write interim results


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6. Complete theArchive tab as shown below:

Typical value = 100; Zero = 0; Span = 150

Exception Deviation = 0 Compression Deviation = 0

7. Finally, click the Saveicon.


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8. Open the Recorded Valuesplug-in under the Datagroup:


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9. Use the tag search to locate the new totalizer: T100_Temp_Cycle_Avg.

10. Click the Get Events button and examine the entries.

This concludes the lab.

Thanks for attending!


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Notes


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Documents

LAB Historian