Rockwell-automation FactoryTalk Historian Classic User Guide Manual de usuario

USER GUIDE Rockwell Automation Publication HIST-UM001K-EN-E-June 2014 Supersedes Publication HIST-UM001J-EN-P-December 2011

Chapter 1 Welcome to FactoryTalk Historian Classic FactoryTalk Historian Classic and does not cover installation and operation of underlying system

Chapter 6 Advanced Reporting Topics 4. Click Save to save your report. 5. To modify the parameters of a grid or time-series report, click the col

Advanced Reporting Topics Chapter 6 The Report Name List dialog box appears. 8. Select the reports that you want to refresh, or select the Refresh

Chapter 6 Advanced Reporting Topics To schedule a report object to be run at a later time: 1. Open the Configuration Console. 2. On the Configure

Advanced Reporting Topics Chapter 6 For this example, type Workcell Production Scheduled Task. 7. Under Frequency, select the desired option to spe

Chapter 6 Advanced Reporting Topics The Delivery Method wizard page appears. 11. Select one or more of the following distribution methods: • E-mail

Advanced Reporting Topics Chapter 6 12. Click Finish. A message appears informing you that the item has been successfully scheduled. The messages

Chapter 6 Advanced Reporting Topics TIP To display the Report Explorer tree, you need to select the Report Explorer option. To do this, select Repo

Advanced Reporting Topics Chapter 6 5. Click Next. The Single Execution wizard page appears. 6. In the Date and Time boxes, specify the exact dat

Chapter 6 Advanced Reporting Topics • In the To box, type the e-mail address to which the results will be sent as an e-mail attachment. • In the For

Advanced Reporting Topics Chapter 6 A message appears informing you that the item has been successfully scheduled. The messages displays also inform

Welcome to FactoryTalk Historian Classic Chapter 1 • Microsoft Windows operating systems. Consult the following resources for additional informatio

Chapter 6 Advanced Reporting Topics • Filter. For scheduled report objects only. The name of the filter that was applied to the RSBizWare report obj

Advanced Reporting Topics Chapter 6 A report data source is a connection to a table or view within an external data source. A report data source de

Chapter 6 Advanced Reporting Topics The Choose a Database Table or View page appears. 7. Select the desired database. The table at the bottom of th

Advanced Reporting Topics Chapter 6 1. Under Field Name, type a name for the new field. 2. Under Data Type, select the data type for the field. 3.

Chapter 6 Advanced Reporting Topics Select this option: If: Table is not in a time-series format. Your table does not contain any time-series data

Advanced Reporting Topics Chapter 6 • Under Select the Data Point configuration table, select a table that holds information about the data points.

Chapter 6 Advanced Reporting Topics The Report Data Source Name page of the wizard appears. To name the report data source: 1. On the Report Data

Advanced Reporting Topics Chapter 6 The Choose a Database Table or View page (shown below) allows you to specify the database table or view to which

Chapter 6 Advanced Reporting Topics 1. Highlight the column names that you want to make available to the user and click the Add (>) button to m

Advanced Reporting Topics Chapter 6 4. Enter a name for your new field and type the expression or SQL statement that will be evaluated to produce

Chapter 1 Welcome to FactoryTalk Historian Classic 12 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014

Chapter 6 Advanced Reporting Topics 1. The drop-down list contains all timestamp fields that you selected to include in the report data source. To

Advanced Reporting Topics Chapter 6 1. Select the option that best describes your database table or view. • Select the Table is not in a time-seri

Chapter 6 Advanced Reporting Topics NOTE If you selected the “not a time-series” option, the wizard will skip steps 7 and 8. The Review Results page

Advanced Reporting Topics Chapter 6 The final step of the wizard contains the Data Point Configuration Table page shown below. Here you set up the d

Chapter 6 Advanced Reporting Topics be created. Review your selections and click Finish to create the report data source. NOTE If the underlying dat

Chapter 7 Creating RSBizWare Custom Analysis Tools An RSBizWare custom analysis tool is a user-defined plug-in to the Configuration Console that all

Chapter 7 Creating RSBizWare Custom Analysis Tools • If you plan to develop custom analysis tools, we recommend that you read the next three sectio

Creating RSBizWare Custom Analysis Tools Chapter 7 Before you can use a custom analysis tool, you must first register it with the Configuration Cons

Chapter 7 Creating RSBizWare Custom Analysis Tools 4. If the DLL has not yet been registered with the Windows operating system, the Configuration

Creating RSBizWare Custom Analysis Tools Chapter 7 following the analysis tool name. That is a global unique identifier (GUID), which is what Micros

Chapter 2 Getting Started Before you walk through the examples and tutorials that are discussed in this book, it is assumed that the RSBizWare admin

Chapter 7 Creating RSBizWare Custom Analysis Tools You will see that the Visual Basic project contains only one file–a Visual Basic class named VbFl

Creating RSBizWare Custom Analysis Tools Chapter 7 you can register multiple custom analysis tool DLLs with a Configuration Console. Each custom ana

Chapter 7 Creating RSBizWare Custom Analysis Tools Usually, RSBizWare custom analysis tools are used to analyze time-series data sets. Before looki

Creating RSBizWare Custom Analysis Tools Chapter 7 Calculate() function you develop. The following table shows an example of what an RSBizWare time-

Chapter 7 Creating RSBizWare Custom Analysis Tools • Count input array–This array contains double precision floating point values, which are the co

Creating RSBizWare Custom Analysis Tools Chapter 7 tool), the Configuration Console automatically generated a COM Category entry for the analysis to

Chapter 7 Creating RSBizWare Custom Analysis Tools The RSBizWare::IRSBizWareCalculator interface requires you to implement a function called Calcula

Creating RSBizWare Custom Analysis Tools Chapter 7 To create a new custom analysis tool in Visual Basic, do the following: 1. Start the Visual Bas

Chapter 7 Creating RSBizWare Custom Analysis Tools Next, you must specify to Visual Basic that you are going to be implementing an RSBizWare custom

Creating RSBizWare Custom Analysis Tools Chapter 7 carriage returns and line continuation characters were added to this code for readability.) Priva

Chapter 2 Getting Started The RSBizWare architecture can be configured to run on a single computer, or it can be distributed across multiple compute

Chapter 7 Creating RSBizWare Custom Analysis Tools 2. Change the Y values to negative values. This task would be simple if you were dealing with si

Creating RSBizWare Custom Analysis Tools Chapter 7 2. To compile your project, select File > Make MyDemo.dll. You will be prompted for a directo

Chapter 7 Creating RSBizWare Custom Analysis Tools Your report object should look like this: If the name of your custom analysis tool in the Config

Creating RSBizWare Custom Analysis Tools Chapter 7 After the debugging settings are complete, you can set one or more breakpoint in your Visual Bas

Chapter 7 Creating RSBizWare Custom Analysis Tools develop the C++ analysis tool should require no other distribution DLLs. • Decreased Memory Usag

Creating RSBizWare Custom Analysis Tools Chapter 7 (DLL) option. Leave the check boxes at the bottom of the screen cleared as shown in the example.

Chapter 7 Creating RSBizWare Custom Analysis Tools 3. Specify NegativeCalc as the short name of this class. Filling in the Short Name field will fi

Creating RSBizWare Custom Analysis Tools Chapter 7 Visual C++ supports the VARIANT data type, but VARIANTs are not handled as elegantly in Visual C+

Chapter 7 Creating RSBizWare Custom Analysis Tools VARIANT *varray); You will use these utility functions when you write the Calculate() funct

Creating RSBizWare Custom Analysis Tools Chapter 7 The first thing the program must do is check that valid output pointers were passed into the Calc

Getting Started Chapter 2 would use the following address: http://rsi-rockwell:8080. Please contact your RSBizWare administrator for the specific In

Chapter 7 Creating RSBizWare Custom Analysis Tools double *yMaxIn = new double[yMaxSize]; double *countIn = new double[countInSize]; // Integer to

Creating RSBizWare Custom Analysis Tools Chapter 7 // to caller CreateVariantDoubleArray(xOut, xInSize, xOutArray); CreateVariantDoubleArray(yOut, x

Chapter 7 Creating RSBizWare Custom Analysis Tools 3. Include Register.h before the class definition in the NegativeCalc.h header file (by adding a

Creating RSBizWare Custom Analysis Tools Chapter 7 • After the custom analysis tool is debugged, it should be recompiled in non-debug mode for prod

Chapter 7 Creating RSBizWare Custom Analysis Tools If your custom analysis tool does not work in the Configuration Console the first time, you may

Creating RSBizWare Custom Analysis Tools Chapter 7 The RSBizWare installation creates a directory structure that contains samples and utility files

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Chapter 8 Object Permissions An object permission is a privilege that is granted to security groups or individual users that allows access to a spec

Chapter 8 Object Permissions Default object permissions are granted through the Service Console. For information, refer to the RSBizWare Administrat

Object Permissions Chapter 8 There are the following report data source permissions: Item Description Allow <All> Filter Selection Allows t

Chapter 2 Getting Started The status bar at the bottom of the client application shows your user name, the activations that have been assigned to yo

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Index A A Quick Tour of a Sample Custom Analysis Tool 126 Ad Comment As 84 Add a Comment to a Value, X-axis, or Y-axis on a Time-series Chart 79 Add

Index L Limitations 134 Load the Report From File 85 Looking at the Type Library 135 M Moving a Component 89 N New Product Satisfaction Return 164 O

Index Name the Report Object 66 Select the Fields To Be Charted 55 Specify the Format of the Table or View 120 Step 7 Adjust the Time Range 71 Enter

Rockwell Automation Support Rockwell Automation provides technical information on the Web to assist you in using its products. At http://www.rockwel

Getting Started Chapter 2 Report Explorer. The work area is the region where report designers can create and modify reports. Many areas of the appli

Chapter 2 Getting Started 18 Rockwell Automation Publication HIST-UM001K-EN-E-June 2014

Chapter 3 Collecting FactoryTalk Historian Classic Data The primary functions of FactoryTalk Historian Classic are to collect and analyze time-serie

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Chapter 3 Collecting FactoryTalk Historian Classic Data Item Description Workcell A location and/or group of equipment used to perform work in a m

Collecting FactoryTalk Historian Classic Data Chapter 3 The Plant Model dialog box appears. 2. Right-click in the area under the plant model tree,

Chapter 3 Collecting FactoryTalk Historian Classic Data 12. Right-click each activity area that you have created, and then click Add Capacity. TIP

Collecting FactoryTalk Historian Classic Data Chapter 3 A data point is a specific data location or register in the control system that is made avai

Chapter 3 Collecting FactoryTalk Historian Classic Data The FactoryTalk Transaction Manager interfaces with the database via an enterprise connect

Collecting FactoryTalk Historian Classic Data Chapter 3 Item Description Time-series Data Compression This connector stores time-series data in a p

Chapter 3 Collecting FactoryTalk Historian Classic Data 1. The report data source is the database table or view where the data will be stored. Fac

Collecting FactoryTalk Historian Classic Data Chapter 3 configurations that had Compression Enterprise Connections would be available here. Since we

Chapter 3 Collecting FactoryTalk Historian Classic Data 1. To select the data points from which data will be collected, click the Add button. The

Collecting FactoryTalk Historian Classic Data Chapter 3 2. To add new data points to the FactoryTalk Transaction Manager configuration, click the

Table of Contents Chapter 1 What is FactoryTalk Historian Classic? ... 9 Features and Benefits ...

Chapter 3 Collecting FactoryTalk Historian Classic Data This dialog may look different depending on the type of control connector that you selected

Collecting FactoryTalk Historian Classic Data Chapter 3 The selected data points have been added to the list of data points for which you will be c

Chapter 3 Collecting FactoryTalk Historian Classic Data Transaction Manager Unscheduled Transaction dialog box will display. If you have selected bo

Collecting FactoryTalk Historian Classic Data Chapter 3 2. Set the scan rate to 15 seconds. This means we will be collecting data every 15 seconds

Chapter 3 Collecting FactoryTalk Historian Classic Data configuration is still running even if our unscheduled transaction has not been logged for a

Collecting FactoryTalk Historian Classic Data Chapter 3 1. The Transaction Storage options allow you to specify how the data will be stored to the

Chapter 3 Collecting FactoryTalk Historian Classic Data The Summary dialog box gives you a chance to review the transactions that will be created.

Collecting FactoryTalk Historian Classic Data Chapter 3 will be creating reports; therefore, it is a good idea to organize your reporting tags. NOTE

Chapter 3 Collecting FactoryTalk Historian Classic Data To perform an activity area search, click to the right of the Plant Model Activity Area b

Collecting FactoryTalk Historian Classic Data Chapter 3 5. Click OK to save your changes and return to the Time-Series Reporting Tags dialog. 6.

Table of Contents Save the Report ... 44 Add a Saved Report

Chapter 3 Collecting FactoryTalk Historian Classic Data collecting data from the control system, as well as start, stop, or restart the configuratio

Chapter 4 Analyzing FactoryTalk Historian Classic Data FactoryTalk Historian Classic provides a graphical environment in which to analyze manufactur

Chapter 4 Analyzing FactoryTalk Historian Classic Data The data in the report object may be restricted by a query (a filter), made up of one or more

Analyzing FactoryTalk Historian Classic Data Chapter 4 The alternate text appears as a tooltip when you point to the image. 7. Under Layout and Spa

Chapter 4 Analyzing FactoryTalk Historian Classic Data 11. Click OK. TIP You can also add a hyperlink to a text. To do so, select the text, and th

Analyzing FactoryTalk Historian Classic Data Chapter 4 To save the report: 1. On the File menu, click Save Report As. The Save Report As dialog box

Chapter 4 Analyzing FactoryTalk Historian Classic Data Click Yes to accept the default user name and server. Click No to connect to a different serv

Analyzing FactoryTalk Historian Classic Data Chapter 4 Item Description Filter The list of available filtering criteria. Manage Report Objects The

Chapter 4 Analyzing FactoryTalk Historian Classic Data At run time, the RSBizWare report objects on your report will attempt to connect to an Info

Analyzing FactoryTalk Historian Classic Data Chapter 4 To enable a report object to make use of a session logon, the report object must be configure

Table of Contents X-axis Comments ... 81 Y-axis Comments ...

Chapter 4 Analyzing FactoryTalk Historian Classic Data • Require user to login Select this option if you want to require the users to provide their

Analyzing FactoryTalk Historian Classic Data Chapter 4 NOTES By selecting this option, you are granting the specified user’s application privileges

Chapter 4 Analyzing FactoryTalk Historian Classic Data The following table shows a representation of the data we will be charting. We will be cre

Analyzing FactoryTalk Historian Classic Data Chapter 4 data point. This will be important to remember when we are using the New Chart Wizard. Place

Chapter 4 Analyzing FactoryTalk Historian Classic Data If the data points ID or descriptions If the series values (work cell descriptions) were in

Analyzing FactoryTalk Historian Classic Data Chapter 4 In the Chart Fields step, we select the fields from the report data source that will be shown

Chapter 4 Analyzing FactoryTalk Historian Classic Data format to HOUR, select TimeStamp from the list, click Format, and select HOUR from the shortc

Analyzing FactoryTalk Historian Classic Data Chapter 4 To create a new filter: 1. Click New Filter. The Configure Filter dialog box appears. 2. En

Chapter 4 Analyzing FactoryTalk Historian Classic Data 9. Click OK to return to the Configure Filter dialog box. After you have completed these st

Analyzing FactoryTalk Historian Classic Data Chapter 4 Now that you have selected the report data source, created the chart report object, and creat

Table of Contents Step 2: Give the Report Data Source a Name ... 116 Step 3: Select a Database Table or View ...

Chapter 4 Analyzing FactoryTalk Historian Classic Data 6. For this tutorial, hold down the Ctrl key on your keyboard and select all of the Injectio

Analyzing FactoryTalk Historian Classic Data Chapter 4 To start the Text Report Object Wizard: 1. In the Configuration Console, place your cursor

Chapter 4 Analyzing FactoryTalk Historian Classic Data TimeStamp, and Value fields and then click to add the selected fields to the Fields in rep

Analyzing FactoryTalk Historian Classic Data Chapter 4 3. Since we want to group the records by the hour portion of the timestamp, select TimeStamp

Chapter 4 Analyzing FactoryTalk Historian Classic Data NOTE The weighted average (WAVG) function is an average that takes into account the proportio

Analyzing FactoryTalk Historian Classic Data Chapter 4 Invoice style from the Report Style list. A sample of the style is displayed in the preview w

Chapter 4 Analyzing FactoryTalk Historian Classic Data On the Report Object Name page, you need to provide a unique name for the report object. 1.

Analyzing FactoryTalk Historian Classic Data Chapter 4 Refer to "Customizing RSBizWare Charts and Tables (page 87)" for information on how

Chapter 4 Analyzing FactoryTalk Historian Classic Data We must provide a unique name for our time-series chart. For this tutorial, type Time-serie

Analyzing FactoryTalk Historian Classic Data Chapter 4 shown on the time-series chart. The tabs at the top of the Selected list represent the Y-axes

Table of Contents Saving and Compiling the Project ... 151 Trying Out the Custom Analysis Tool...

Chapter 4 Analyzing FactoryTalk Historian Classic Data TIP If you want to use the Configuration Console to chart a calculation that is unique to yo

Analyzing FactoryTalk Historian Classic Data Chapter 4 users will not be able to change pen colors, line thicknesses, or other chart styles. The Aut

Chapter 4 Analyzing FactoryTalk Historian Classic Data you make a change to the settings on the Time Selection toolbar, you must click Refresh to vi

Analyzing FactoryTalk Historian Classic Data Chapter 4 When you save your report, the settings that you specified on the Time Selection toolbar dur

Chapter 4 Analyzing FactoryTalk Historian Classic Data 1. Click the chart in the report work area and select View > Properties from the main men

Analyzing FactoryTalk Historian Classic Data Chapter 4 5. Click the General tab. You will notice that there are now two tabs at the top of the Rep

Chapter 4 Analyzing FactoryTalk Historian Classic Data You will notice that the Y1 axis is shown to the left of the chart and the Y2 axis is shown t

Analyzing FactoryTalk Historian Classic Data Chapter 4 time-series chart in order to see how the batch performed as compared to other similar batche

Chapter 4 Analyzing FactoryTalk Historian Classic Data 6. in this Legend list. Select the three User Fields in the Fields in this Legend list and u

Analyzing FactoryTalk Historian Classic Data Chapter 4 Batch ID field. If the selected value for a batch parameter field is enough to identify the b

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Chapter 4 Analyzing FactoryTalk Historian Classic Data annotation will enable you to supply information about this spike to other report users. NOTE

Analyzing FactoryTalk Historian Classic Data Chapter 4 3. Enter the text of your comment, which is restricted to 255 characters. 4. Click OK to sa

Chapter 4 Analyzing FactoryTalk Historian Classic Data 2. The Timestamp field will default to a date and time nearest to where you right-clicked in

Analyzing FactoryTalk Historian Classic Data Chapter 4 2. The Value field will default to the value nearest to where you right-clicked in the time

Chapter 4 Analyzing FactoryTalk Historian Classic Data While the ability to add comments is restricted by an application-level privilege, the Add Co

Analyzing FactoryTalk Historian Classic Data Chapter 4 In this example, the name is My Company Report. The name of the file and its location is disp

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Chapter 5 Customizing RSBizWare Charts and Tables This chapter will help you understand how to customize charts and tables that have been added to R

Chapter 5 Customizing RSBizWare Charts and Tables NOTE When you make modifications to a report object, all instances of the report object (such as

Customizing RSBizWare Charts and Tables Chapter 5 When you finish working with the chart component, click outside the chart to remove the resizing ha

Chapter 1 Welcome to FactoryTalk Historian Classic The RSBizWare software is a suite of tools and services aimed at increasing your manufacturing fl

Chapter 5 Customizing RSBizWare Charts and Tables Examples of standard properties that you can change for chart components are border style and fon

Customizing RSBizWare Charts and Tables Chapter 5 available in the properties dialog box of the report object. The shortcuts have been created to all

Chapter 5 Customizing RSBizWare Charts and Tables The columns that are removed from the table can be added again later. To show a column that is not

Customizing RSBizWare Charts and Tables Chapter 5 To change the style of the table to the Interactive Grid style: 1. Click the table, and then on th

Chapter 5 Customizing RSBizWare Charts and Tables To remove the aggregate function from a column, right-click the column header, and then click Aggr

Customizing RSBizWare Charts and Tables Chapter 5 NOTE You can also sort the data by clicking the column header; however, the new sorting order will

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Chapter 6 Advanced Reporting Topics In this chapter you will learn about the following: • The Excel Add-in 97 • Scheduling Report Objects and Rep

Chapter 6 Advanced Reporting Topics 2. Type the name of the Information Services Manager to which your Excel workbook will connect. 3. Type the p

Advanced Reporting Topics Chapter 6 2. Click Save to save your report. 3. To create a new time-series report, select Time-Series in the Report Ty