Rockwell-automation FactoryTalk Historian SE ProcessBook 3.2 User Guid Manual de usuario

PROCESSBOOK USER GUIDE PUBLICATION HSEPB-UM024A-EN-E–June 2012 Supersedes Publication HSEPB-UM023A-EN-E

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide x Values ... 162 Add a D

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 82 Font To determine what type of formatting is applicable for each symbol, refer to the t

4 ● Work with a Display ● ● ● ● ● 83 Depending on the symbol type, the following elements change to the color displayed on the button.  Symbols t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 84 3. Click the arrow on the right side of the Fill Color button to display the color palet

4 ● Work with a Display ● ● ● ● ● 85 Line Weight To determine what type of formatting is applicable for each symbol, refer to the table of editable

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 86 Line Ends To determine what type of formatting is applicable for each symbol, refer to th

4 ● Work with a Display ● ● ● ● ● 87 ToolTip Statistics In Run mode, hover your mouse over a point on a dynamic symbol to display a ToolTip with su

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 88 Time Range and Playback Toolbar The Time Range and Playback toolbar allows you to play,

4 ● Work with a Display ● ● ● ● ● 89 Time Tracker The time tracker shows the Display range (page 93) and available Scroll period (page 92). Go to

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 90 Pause/Play The button drives the playback feature. The Play button changes to the pause

4 ● Work with a Display ● ● ● ● ● 91 Scroll Options Dialog Box Use the Scroll Options dialog box to set the default behavior settings for the Time

● Contents ● ● ● ● ● xi Select a Default Symbol for Data Favorites ... 197 Search for Data Favorites ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 92 Review the following for additional information: Display Range (page 93) Use any accepted

4 ● Work with a Display ● ● ● ● ● 93 Change the Scroll Period There are several ways to change the scroll period:  Hover the mouse next to the l

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 94 A display must be reverted to re-establish any build time configuration time ranges for i

4 ● Work with a Display ● ● ● ● ● 95  Use the Time Tracker arrow keys to move the display range current position.  Click the scroll bar on eith

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 96 Click View > Layers. The Layers dialog box appears. 3. Review the following for addi

4 ● Work with a Display ● ● ● ● ● 97 4. Click New Layer. The New Layer dialog box appears. A default name comprised of the word Layer prefixed to

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 98 Assign Symbols to Layers If you have at least one layer in a display, you can assign symb

4 ● Work with a Display ● ● ● ● ● 99  You cannot group symbols on locked layers into a composite symbol, but the layers may be locked after the s

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 100 Migrate Displays to Another FactoryTalk Historian Server When you want to use an existin

4 ● Work with a Display ● ● ● ● ● 101  0 - [default] the Point ID is used to match a missing tag before the stored point name.  1 - uses the ta

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide xii Connector Symbol ... 211 Connect T

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 102

Chapter 5 103 Visualize Data with Symbols Symbols are the building blocks of a FactoryTalk Historian ProcessBook display.  Dynamic symbols allow

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 104 Plot Title The title of the trend being configured. The plot title can be blank, but a t

5 ● Visualize Data with Symbols ● ● ● ● ● 105 4. When you release the mouse button, the Define Trend (page 110) dialog box appears. 5. Under Plo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 106  Tag Search (page 231)  PI calculation (page 248) (data set)  ODBC (page 254) (dat

5 ● Visualize Data with Symbols ● ● ● ● ● 107 10. Under Scale, select Single Scale or, if you have more than one trace, you may select Multiple Sc

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 108 Autorange The trend displays with the value scale ending at the closest available major

5 ● Visualize Data with Symbols ● ● ● ● ● 109 FactoryTalk Historian ProcessBook allows you to create custom placeholders for a symbol based on a su

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 110 In Build mode simply click the plot you want to move. Selection handles appear around th

5 ● Visualize Data with Symbols ● ● ● ● ● 111 shapes, and you can set the types of point information included with a trend. The Define Trend dialog

● Contents ● ● ● ● ● xiii Connect to an AF Database ... 239 Element Search ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 112 Display Format Tab Review the following for additional information:

5 ● Visualize Data with Symbols ● ● ● ● ● 113 Legend Check or clear options in this group box for displaying the tag name, server name, descriptio

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 114 The Trace Format tab gives you an alternate way to update formatting changes. Plot Elem

5 ● Visualize Data with Symbols ● ● ● ● ● 115 Element Format group box - select formatting options for the selected plot element. Your choices are

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 116 Under Plot Arrangement, select the number of rows and columns you want. The following ex

5 ● Visualize Data with Symbols ● ● ● ● ● 117 Configure Trend Scale The Trend Scale dialog box provides easy access to the value scale settings for

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 118 Autorange Sets the value scale using the minimum and maximum tag values between the tren

5 ● Visualize Data with Symbols ● ● ● ● ● 119 Drag Zoom Drag Zoom lets you contract the time scale of a trend. 1. With the Run mode pointer, click

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 120 used as the center of the zoomed trend. See Trend Cursor (page 120), for more informatio

5 ● Visualize Data with Symbols ● ● ● ● ● 121 Add a Trend Cursor To add a trend cursor: 1. Notice whether the time scale appears at the bottom and

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide xiv ODBC Driver Manager ... 271 ODBC Drive

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 122 To remove one trend cursor but not all of them, click the trend cursor and drag it to th

5 ● Visualize Data with Symbols ● ● ● ● ● 123 FactoryTalk Historian ProcessBook uses an algorithm to identify the peaks and valleys of data values

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 124 Grid Line Labels Configure the labels for the value scale using single or multiple scal

5 ● Visualize Data with Symbols ● ● ● ● ● 125 Autorange scale The value scale is determined by a calculation based on minimum and maximum values in

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 126 flat plot area. These default ranges are not applied if the trace in question is on a si

5 ● Visualize Data with Symbols ● ● ● ● ● 127 Full Timestamp Labels the start and end time limits with the date and time. When space permits, the e

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 128 1. Open a trend in Run mode. 2. Hover your mouse pointer over the trend's legend.

5 ● Visualize Data with Symbols ● ● ● ● ● 129 Trace markers If there are too many values to plot based on the size of the trend, the display resolu

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 130 If you create an ad hoc trend display and then choose to save it for future use, it appe

5 ● Visualize Data with Symbols ● ● ● ● ● 131  Save an ad hoc trend display as an independent display by clicking it and using the Save As comman

● Contents ● ● ● ● ● xv Edit, Update, or Break Links ... 291 How Links Are Stored ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 132 Convert Trends This process is used to convert VAX graphics for use with a PC. 1. On th

5 ● Visualize Data with Symbols ● ● ● ● ● 133 3. Type the display name of the graphic you want to convert and press Enter. Repeat for each file yo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 134 This case plotted 10-minute intervals of two points, A and B, for the last hour. Point A

5 ● Visualize Data with Symbols ● ● ● ● ● 135 A third plot is somewhat correlated: Somewhat correlated. In the case of the third plot, a regressio

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 136 Draw an XYPlot To draw an XYPlot: 1. In Build mode, click Draw > XYPlot, or on the D

5 ● Visualize Data with Symbols ● ● ● ● ● 137 General Tab  Plot Title - Type a plot title. Change it later if you wish.  Tags in Plot - Selec

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 138  FactoryTalk Historian calculation (page 248) (data set)  ODBC (page 254) (data set)

5 ● Visualize Data with Symbols ● ● ● ● ● 139 Configure Pairings Once the tags are listed in the Tags in Plot list, configure the method for pairin

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 140 Y Tags, paired by timestamps To pair values by time, rather than by list position, choos

5 ● Visualize Data with Symbols ● ● ● ● ● 141 Scale Box In the Scale Box, set the scale ranges for all tags. Single Y Scale Combines all Y tag valu

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide xvi Installed Files ... 307 S

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 142 Plot Time You can set the time for each tag as it is highlighted in the Tags in Plot bo

5 ● Visualize Data with Symbols ● ● ● ● ● 143 Display Format Tab Review the following for additional information:

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 144 Legend Choose the legend elements that appear in the XYPlot.  Tag Name Lists the entri

5 ● Visualize Data with Symbols ● ● ● ● ● 145 Plot Format Tab In the Plot Format tab of the Define XYPlot dialog box, you can select colors and sty

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 146 Element Format After you select an element in the Plot Element list, available formattin

5 ● Visualize Data with Symbols ● ● ● ● ● 147 XYPlot Statistics The XYPlot Statistics dialog box allows you to view and export raw data values and

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 148 2. In the Options list, select Raw Data or Statistics.

5 ● Visualize Data with Symbols ● ● ● ● ● 149 To save this data to a text file: 1. Click Save Data to File button. The Save As dialog box appears

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 150 <index>, <time>, <value>, <status> <index>, <time>,

5 ● Visualize Data with Symbols ● ● ● ● ● 151 To calculate b, the following equation is used: Once m and b are known, the value of y that intersec

● Contents ● ● ● ● ● xvii Color Section ... 332 Line Style Section ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 152 Interpreting an XYPlot In FactoryTalk Historian ProcessBook the XYPlot is a dynamic symb

5 ● Visualize Data with Symbols ● ● ● ● ● 153 In the figure above, if there had been more than one Y tag, each one would be displayed on a differen

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 154 2. Hold the left mouse button down while dragging a rectangle to cover the appropriate

5 ● Visualize Data with Symbols ● ● ● ● ● 155 Original plot Drag Zoom Completed The zoom area must be smaller than the plot area and cannot includ

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 156 Change Time Range Feature To change time range: 1. Click View > Time Range or click

5 ● Visualize Data with Symbols ● ● ● ● ● 157 In the XYPlot below, you can see an XYPlot cursor at the Y axis that is not yet intersecting any poin

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 158 The information on the XYCursor point pair is shown in a box on each axis. If the tags a

5 ● Visualize Data with Symbols ● ● ● ● ● 159 Example 1: Comparing Values for Two FactoryTalk Historian Tags In this example we will create an XYP

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 160 1. Plot the temperature of Boiler1 (the B1Temp tag) on the X-axis of an XYPlot and the

5 ● Visualize Data with Symbols ● ● ● ● ● 161 Example 4: Comparing a Batch Run to a Standard An engineer wants to compare sample measurements taken

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide xviii Knowledgebase ... 349 Worldwi

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 162 Additional Dynamic Symbols Values A value is the reading obtained at the specified end

5 ● Visualize Data with Symbols ● ● ● ● ● 163 When you release the mouse button, the Define Value dialog box is displayed. 4. In the Server list,

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 164 5. In the Tag box, type the name of the tag you want to display in the value box. -or-

5 ● Visualize Data with Symbols ● ● ● ● ● 165 Custom (#,##0.00, 0%) Allows you to enter your own number format. See the Table of Format Values (pag

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 166 You can add a button to your drawing that: For example: display (.pdi file) on a web sit

5 ● Visualize Data with Symbols ● ● ● ● ● 167 If you know the file or macro name, then you can type this directly in the Action box. The name of th

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 168 10. Click OK. The button is added to your display. Bars A Bar shows the current value

5 ● Visualize Data with Symbols ● ● ● ● ● 169 You can draw a bar using the current line style, line color, and fill attributes. 1. In Build mode,

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 170 5. In the Server list, select the server to use for manually entered tags. If the serve

5 ● Visualize Data with Symbols ● ● ● ● ● 171 The Upper and Lower lists are renamed Right and Left when you select Horizontal orientation. The Samp

Chapter 1 1 Introduction As the easy-to-use graphical display interface to the Rockwell Automation FactoryTalk Historian system, FactoryTalk Histo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 172 The default font is the font of the display. Digital tags show the value of the digital

5 ● Visualize Data with Symbols ● ● ● ● ● 173 Horizontal Bar with scales (outside and inside) The lengths of major and minor tick marks is a perce

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 174 There are major tick marks for each digital state, if the string value for the digital s

5 ● Visualize Data with Symbols ● ● ● ● ● 175 is 50 or below, the symbol appears blue. Above 50, the symbol appears red. A color and sometimes a bl

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 176 3. In the Server list, select the server to use for entered tags. If a server and tag a

5 ● Visualize Data with Symbols ● ● ● ● ● 177 tags, the state name is displayed in these boxes. For other tag types, an estimate is made based on t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 178 ProcessBook symbols, this symbol is not sized by dragging an area on the display. Instea

5 ● Visualize Data with Symbols ● ● ● ● ● 179 4. When you finish typing, press ESC or click outside the text block. Move a Text Block To move a t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 180 Rectangle, Square, Arc, Ellipse, and Circle Symbol Using the drawing tools, you can

5 ● Visualize Data with Symbols ● ● ● ● ● 181 Press SHIFT to change the angle in 15-degree increments. When the arc is first drawn, the handle for

● ● ● ● ● Copyright ii Contact Rockwell Automation Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/s

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 2  Enhancements to FactoryTalk Historian ProcessBook Display The Playback toolbar added fo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 182 3. Click inside the display where you want to start drawing the first point of the poly

5 ● Visualize Data with Symbols ● ● ● ● ● 183 To draw a polyline: 1. In Build mode, open a display. 2. On the Drawing toolbar, click . The mouse

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 184  Add an illustration to a display, and store it within the display or link it to the o

5 ● Visualize Data with Symbols ● ● ● ● ● 185 Add a Graphic To add a graphic: 1. In Build mode, open a display. 2. On the Drawing toolbar, click

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 186 4. Click the Browse button to locate the graphic drawing. -or- In the File Name box, ty

5 ● Visualize Data with Symbols ● ● ● ● ● 187 Use a Symbol from the Symbol Library To add a symbol from the Symbol Library to a display: 1. In Bui

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 188 6. Click OK to add the symbol to your display. Symbol Library Options To configure a s

5 ● Visualize Data with Symbols ● ● ● ● ● 189 Rotation Select 90, 180, or 270 to turn the symbol by 90 degree increments. The default setting is 0

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 190

Chapter 6 191 Work with Symbols Details and Annotations The Details docking window is available to show data from dynamic symbols. The window is o

1 ● Introduction ● ● ● ● ● 3  Display navigation is enhanced with browser-based navigation controls (page 16) that traverse, open, and bookmark d

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 192 By default, the window remains open when a different display symbol is selected. The Det

6 ● Work with Symbols ● ● ● ● ● 193 Option This field allows you to toggle among three different types of information about your data source.  D

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 194 Copy to Clipboard Allows you to copy the data table to your clipboard. You can then pas

6 ● Work with Symbols ● ● ● ● ● 195 FactoryTalk Historian Annotations Maintenance Annotations allow you to associate related information (such as t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 196 If you select Show All from the Data Source drop-down box on the Details (page 191) wind

6 ● Work with Symbols ● ● ● ● ● 197 The add-in can be unloaded or set not to load at startup by changing the options in the Add-in Manager (page 13

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 198 Search for Data Favorites The Search panel provides controls for searching for Factory

6 ● Work with Symbols ● ● ● ● ● 199 FactoryTalk Historian ProcessBook window. When a docking window is unpinned, a button appears along the side of

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 200 3. In the Favorites list (page 199), drag and drop any listed favorite to an existing t

6 ● Work with Symbols ● ● ● ● ● 201 Drags can come from any application that supports the text clipboard format, for example, Microsoft Word or Exc

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 4

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 202 In Run mode, click View > Revert, or click the Revert button. Change the Time Range

6 ● Work with Symbols ● ● ● ● ● 203 3. Select new starting and ending times from the drop-down lists or define your own starting and ending times.

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 204 Time Forward and Back Use the time backward and forward buttons to scroll the time rang

6 ● Work with Symbols ● ● ● ● ● 205 1. In Build mode, open a display. 2. Click a symbol in your display. Small squares appear around the bounding

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 206  To select several symbols at the same time, click near a symbol, and then drag to cre

6 ● Work with Symbols ● ● ● ● ● 207 Flip a Symbol You can create a mirror image of a symbol by flipping it. You cannot flip text, graphics, or OLE

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 208 Using the stacking commands, you can move a symbol forward or backward within the stack

6 ● Work with Symbols ● ● ● ● ● 209  Click Send to Back to move it to the bottom of the stack (below everything). Align Multiple Symbols You ca

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 210 3. Click the alignment options you want. All the selected symbols are aligned to the s

6 ● Work with Symbols ● ● ● ● ● 211 Group The symbols combine into one composite symbol with selection handles around the entire group. Ungroup

Chapter 2 5 FactoryTalk Historian ProcessBook Essentials What Can You View with FactoryTalk Historian ProcessBook A FactoryTalk Historian ProcessB

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 212 Each end of a Connector attaches to a Connection Point on another symbol. If you have no

6 ● Work with Symbols ● ● ● ● ● 213 Connection Points Connection points on each symbol define where a Connector may connect. Connection Points are

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 214 If a symbol is placed in front of another, the Connection Points on the hidden symbol ca

6 ● Work with Symbols ● ● ● ● ● 215 1. In Build mode, click a connection point. 2. Click Edit > Connection Points > Move. The Connection Po

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 216 If you are using a symbol from the Symbol Library, the Connection Point is named <TBS

6 ● Work with Symbols ● ● ● ● ● 217 The Flow tab shows two tree diagrams, Source and Destination, where you can change the Connection Points for th

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 218 Configure the Flow Tab To configure the Flow tab: 1. In Build mode, open the Connectors

6 ● Work with Symbols ● ● ● ● ● 219 Connectors Dialog Box, Attachments Tab For very complex displays, it may be helpful to attach or arrange Connec

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 220 Configure the Attachments Tab To configure the Attachments tab: 1. In Build mode, creat

6 ● Work with Symbols ● ● ● ● ● 221 Attach a Symbol as an Adjunct to a Connector Sometimes it is desirable to attach a symbol, such as a flow meter

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 6 Start FactoryTalk Historian ProcessBook To begin using FactoryTalk Historian ProcessBook:

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 222 1. Select at least two symbols. This enables the Symbol Attachments icon . 2. Click

6 ● Work with Symbols ● ● ● ● ● 223 4. Place a check mark for the subordinate symbol or symbols and click OK. 5. Repeat the process for each Mast

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 224 Reroute a Connector Path When you move a symbol, its Connectors shift automatically to s

6 ● Work with Symbols ● ● ● ● ● 225 Item Definition Use the Item Definition button in either Build or Run mode when you want to see what tags and

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 226 Status Report for Dynamic Symbols The status bar at the bottom of the FactoryTalk Histor

6 ● Work with Symbols ● ● ● ● ● 227 For troubleshooting purposes, click Message Log to view the SDK Log file. You can save this report as a .csv fi

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 228 If you clear the Show Value Attributes check box in your Start Preferences, you do not s

Chapter 7 229 Data Streams A data stream is any set of data that you can visualize (page 103). This data includes, and is not limited to, FactoryT

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 230 AF attributes AF Attributes represent data that is associated with an element. They can

7 ● Data Streams ● ● ● ● ● 231 Contextual data Contextual data is a method of associating FactoryTalk Historian points and their properties with th

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 7 A selected check box next to a server name in the Connections dialog box indicates an

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 232 On the Standard toolbar, click , or click the Tag Search button in any of the following

7 ● Data Streams ● ● ● ● ● 233  Alias Search provides a logical tree view of a FactoryTalk Historian server through the FactoryTalk Historian mod

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 234 You can also click Favorites to access previous searches. 3. Tags returned from a searc

7 ● Data Streams ● ● ● ● ● 235 select each tag from the drop-down list or use the up and down arrows on your keyboard to scroll through the tags. T

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 236 Point Type How It Is Used PB Support Int16 FactoryTalk Historian ProcessBook supports th

7 ● Data Streams ● ● ● ● ● 237 Data from a FactoryTalk Historian System Most displays include a number of FactoryTalk Historian tags from one or mo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 238 Displays are updated whenever values change. Every five seconds, FactoryTalk Historian P

7 ● Data Streams ● ● ● ● ● 239 In order to convert a legacy Module Relative Display to an Element Relative Display you must first migrate modules i

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 240 3. Once you select an AF System, search for an AF database using the Databases search b

7 ● Data Streams ● ● ● ● ● 241 Add Element Relative Data to a Dynamic Symbol Use the Select Attributes dialog box to add AF Elements and Attributes

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 8 FactoryTalk Historian Security FactoryTalk Historian ProcessBook is designed to support wh

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 242 3. Click Element Relative. The Select Attributes dialog box appears. The active elemen

7 ● Data Streams ● ● ● ● ● 243  UOM - allows you to select a unit of measure for a given attribute. 6. [Optional] Click Add Element Name to add

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 244 How to Change Element Context You can dynamically change the context for the selected el

7 ● Data Streams ● ● ● ● ● 245 1. Click View > Element Relative Display. The Element Relative Display window appears. 2. In the Search Mask t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 246 4. Click OK. Any new items are added to the Elements of Interest list in the Element Re

7 ● Data Streams ● ● ● ● ● 247 create an independent display (a .PDI file), the data set is defined only for that display. Trends including data se

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 248  PI calculation (page 248) data sets (including FactoryTalk Historian expression and F

7 ● Data Streams ● ● ● ● ● 249  FactoryTalk Historian Summary Data Sets FactoryTalk Historian Summary Data Sets enable you to use pre- determined

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 250 These functions are fully described in the Performance Equations chapter of the FactoryT

7 ● Data Streams ● ● ● ● ● 251 2. Click New > PI calculation. The PI Calculation Data dialog box appears.

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 9 Displays and Connection Failure If the connection to your data is not successful, the

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 252 3. Review the following for additional information: PI Server Select a FactoryTalk Hist

7 ● Data Streams ● ● ● ● ● 253  The sync time must be a valid FactoryTalk Historian Time. Your new data set appears in the Data Sets dialog box.

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 254 moving average to show a smoothed version of the same curve. The moving average is built

7 ● Data Streams ● ● ● ● ● 255 column of the results for a display. For example, in a trend, each column in the data set that you select appears as

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 256 4. Under Description, type a description if you like. This text is displayed in the Des

7 ● Data Streams ● ● ● ● ● 257 defined in the order in which they are encountered in the SQL statement. 13. Click Placeholders to check the syntax

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 258 The standard SQL placeholder character is (?). Placeholders are numbered in their order

7 ● Data Streams ● ● ● ● ● 259 symbol without affecting the placeholders defined for any other symbol using that data set. Add or Edit Placeholder

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 260 2. Under Placeholder Name, select the parameter you want to configure. The parameters

7 ● Data Streams ● ● ● ● ● 261 5. Click Set. 6. To configure another parameter, select it and repeat the previous steps. 7. Click OK. Is a Data

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 10 Node Identifiers for Multiple FactoryTalk Historian Servers A Node Identifier is stored w

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 262 Add a Data Set to a Trend Just as you would add tags in defining a trend, you can add co

7 ● Data Streams ● ● ● ● ● 263 4. Click the Tag Search arrow, and then click PI calculation. The PI Calculation Data dialog box appears. If you wa

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 264 The selected data set/column(s) is now listed under Tags in Plot in the Define Trend dia

7 ● Data Streams ● ● ● ● ● 265 axis with changing FactoryTalk Historian exception data points until the refresh interval expires and new data are r

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 266 successful connection, FactoryTalk Historian ProcessBook retains this information for us

7 ● Data Streams ● ● ● ● ● 267 3. Click File > Return to ProcBook when you are finished. Microsoft Query cannot edit query statements that cont

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 268 Delete a Data Set Before you can remove a data set from the FactoryTalk Historian Proces

7 ● Data Streams ● ● ● ● ● 269 3. From the Tools menu, select Data Sets. The Data Sets (page 246) dialog box appears. 4. Under Data Sets, click t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 270 To select an AF Attribute: 1. Connect to an AF database. 2. Select an AF Element. 3.

7 ● Data Streams ● ● ● ● ● 271 Configure the AF2.x DataSet To configure an AF dataset: 1. Click Tools > Datasets to open the Data Sets dialog b

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 11 Display The main unit for creating presentations of data in FactoryTalk Historian Pro

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 272 ODBC Data Sources An ODBC data source identifies a database a user wants to access and

7 ● Data Streams ● ● ● ● ● 273 Using ODBC requires that you install the Microsoft ODBC Driver Manager and drivers (most operating systems already h

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 274 3. Click Setup. The Microsoft ODBC Data Source Administrator dialog box appears. Prep

7 ● Data Streams ● ● ● ● ● 275 Configure the ODBC Data Source Once any necessary ODBC drivers are installed, you need to configure the ODBC data so

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 276 Assumptions About Timestamps and Data Sets When a trend receives data from an ODBC data

7 ● Data Streams ● ● ● ● ● 277 An ODBC data set is created with a set of default placeholders. When it is attached to a specific symbol, the query&

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 278 Initiate Call Tracing To initiate call tracing: 1. Click Tools > Data Sets. The Data

7 ● Data Streams ● ● ● ● ● 279 1. Open the ODBC Data Source Administrator (page 273) dialog box. 2. In the User DSN tab, under User Data Sources,

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 280

Chapter 8 281 Embedding and Linking FactoryTalk Historian ProcessBook provides the capability to use OLE linking and embedding (page 283). You can

Contents iii Introduction ... 1 Recent History and Requirements for FactoryTalk Historia

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 12 Run Mode and Build Mode When you work with a ProcessBook or an independent display, you

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 282  ProcessBook displays may be used to exhibit dynamic data within other container appli

8 ● Embedding and Linking ● ● ● ● ● 283 For more information on how to write Visual Basic scripts for use with FactoryTalk Historian ProcessBook, c

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 284 linked source file. No matter how many links it has, only one version of the linked file

8 ● Embedding and Linking ● ● ● ● ● 285 ActiveX Controls You can insert ActiveX controls that are installed on your PC into FactoryTalk Historian P

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 286 In Run mode, a user could change the month and date. A programmer could incorporate the

8 ● Embedding and Linking ● ● ● ● ● 287 Icons vs. Graphics You may choose to have embedded or linked objects displayed either as graphic representa

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 288 You must be in Build mode in order to insert a new object. Click Insert > Object to l

8 ● Embedding and Linking ● ● ● ● ● 289 7. Click OK. The object appears on your display. Embed a New File in a Display To embed a new file in a d

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 290 If you open a display and drag an object elsewhere, the display is permanently changed,

8 ● Embedding and Linking ● ● ● ● ● 291 Dynamic and Manual Updates of a Linked Object The default setting for a link is automatic updates, meaning

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 13 Add-Ins By default, FactoryTalk Historian ProcessBook installs with the following add

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 292 How Links Are Stored When you establish a link between a ProcessBook display and a sour

8 ● Embedding and Linking ● ● ● ● ● 293 Commands That Ignore OLE Objects The following commands ignore OLE objects: Command Location Action Select

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 294 Edit the Contents of OLE objects Some source applications permit in-place activation, w

8 ● Embedding and Linking ● ● ● ● ● 295 Edit Contents of OLE Objects To edit contents of OLE objects: 1. Open the display. 2. In Build mode, dou

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 296 You may select to display an icon when you are creating the object by selecting the Disp

8 ● Embedding and Linking ● ● ● ● ● 297 6. To select the icon to use, click Change Icon. The Change Icon dialog box appears. 7. Review the follo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 298 Although applications with OLE functionality use similar commands, they are not exactly

8 ● Embedding and Linking ● ● ● ● ● 299 When you activate the dragged contents, the entire original display is drawn, regardless of which objects w

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 300 Historian ProcessBook. To do this, use the Insert Object command in the second applicati

Chapter 9 301 Visual Basic for Applications in FactoryTalk Historian ProcessBook Rockwell Automation licenses Visual Basic for Applications (VBA)

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 14 2. Click an available add-in from the Available Add-Ins list. 3. A description of what

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 302 Design Mode Stops any scripts that may be running or may start running. Useful for deb

9 ● Visual Basic for Applications in FactoryTalk Historian ProcessBook ● ● ● ● ● 303  Update a FactoryTalk Historian ProcessBook display by typin

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 304

Chapter 10 305 Installation A self-extracting zip file is supplied as the distribution kit for FactoryTalk Historian ProcessBook. To install Facto

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 306  The default install location for Rockwell Software 32-bit applications: C:\Program Fi

10 ● Installation ● ● ● ● ● 307 If you have FactoryTalk Historian BatchView installed on your system, Setup installs a FactoryTalk Historian Proces

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 308 Setup also installs online help files and Release Notes. See the Release Notes for a com

Chapter 11 309 System Administrator Notes High Availability Configuration Settings On workstations where FactoryTalk Historian ProcessBook is used

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 310 primary server continue to function. If the use of ProcessBook on a workstation requires

11 ● System Administrator Notes ● ● ● ● ● 311 Dynamic symbols on the display are presented in the same manner as any other symbol attached to a dis

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 15 Menu Bar Function Book Displays when a FactoryTalk Historian ProcessBook workbook is

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 312 does not support FactoryTalk Historian AF data and is discontinued in FactoryTalk Histor

11 ● System Administrator Notes ● ● ● ● ● 313  After you upgrade a FactoryTalk Historian ProcessBook display from MRD to ERD, the display will on

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 314 Read/Write Data Access for Users Although most data features in FactoryTalk Historian Pr

11 ● System Administrator Notes ● ● ● ● ● 315 CLIENTACCESS DEFAULT=R BRIAN=RW The preceding entry allows the PINet node BRIAN to read and to write

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 316 ProcessBook Preferences dialog box for the first time. The values in C:\Documents and Se

11 ● System Administrator Notes ● ● ● ● ● 317 International Date Format Specifies date/time format.  1=Windows format.  0=FactoryTalk Historian

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 318 MacroProtectionLevel Specifies how ProcessBook handles macros per display. Possible sett

11 ● System Administrator Notes ● ● ● ● ● 319 URL Home Specifies the website navigated to when a user clicks the ProcessBook icon in the Help\About

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 320 PB2TraceCompatibility Indicates whether all snapshot values are retained for trend trace

11 ● System Administrator Notes ● ● ● ● ● 321 International Date Format=1 MaxUndoStackSize=20 Build Scroll Mode=1 Run Scroll Mode=1 GridSize=12 Fil

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 16 You can configure toolbars to display as view-only to omit unnecessary buttons. View-only

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 322 PitchAndFamily=0 FaceName=Arial The FaceName should be a True-Type font so that it can b

11 ● System Administrator Notes ● ● ● ● ● 323 Trend Definition Section Trend initializations. Possible entries: Autoscale  1=yes  0=no Value/D

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 324 Element These 16 entries are the main drawn properties of trends. For each of 16 trend

11 ● System Administrator Notes ● ● ● ● ● 325 Trend Definition Example [Trend Definition] Autoscale=1 Value=1 Description=0 Markers=0 Plot Title=1

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 326 Colors Section Defines the 16 colors in the ProcessBook palette. Parameters: ColorX = Re

11 ● System Administrator Notes ● ● ● ● ● 327 ThumbScrollNonlinearity Sets the factor by which clicking and holding the thumbwheel of the scrollba

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 328 Italic=0 PitchAndFamily=34 Display Colors Section Possible entries: DisplayBackgroundCo

11 ● System Administrator Notes ● ● ● ● ● 329 Background Null  1=sets to have no background color.  0=have background color specified under Ele

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 330 Element These 17 entries are the main drawn properties of XYPlots. For each of 17 XYPlo

11 ● System Administrator Notes ● ● ● ● ● 331 MacroProtectionLevel may be set in the [STARTUP] section of Procbook.ini at one of the following leve

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 17 3. From the Browser toolbar (page 16), click either the Forward or Back buttons to

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 332 IMPPIGP.INI The IMPPIGP.INI file contains configuration settings used by the Import util

11 ● System Administrator Notes ● ● ● ● ● 333 White=255,255,255 Red=255,0,0 Green=0,255,0 Blue=0,0,255 Cyan=0,255,255 Magenta=255,0,255 Yellow=255,

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 334 3 = dash dot 4 = dash dot dot 5 = suppress Font Section The Font section maps the VAX s

11 ● System Administrator Notes ● ● ● ● ● 335 Marker Section The Marker section of the .INI file maps the VAX trend markers to the markers provide

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 336 Keywords for supported terminals are shown below. The horizontal and vertical dimensions

Chapter 12 337 Supplemental Information FactoryTalk Historian Time FactoryTalk Historian Time abbreviations and FactoryTalk Historian Time express

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 338 PI Times can also be expressed using certain constants: Constant Result * The current ti

12 ● Supplemental Information ● ● ● ● ● 339  Use absolute or combined time expressions. Avoid using relative time expressions. Multiple relative

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 340 PI Time String Meaning *-1h One hour ago t+8h 8:00:00 am today y-8h 4:00:00 pm on the da

12 ● Supplemental Information ● ● ● ● ● 341 on the Regional Settings on the computer where FactoryTalk Historian ProcessBook is installed. Format V

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 18 1. On the Browser toolbar (page 16), click the small arrow next to the Home button . 2.

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 342 Attribute Explanation typicalvalue Typical value. Units Engineering unit string. Zero Ze

12 ● Supplemental Information ● ● ● ● ● 343 Attribute Explanation convers Conversion factor for postprocessed points. displaydigits Controls the fo

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 344  An ODBC database might have been restructured, invalidating your dataset. Trend Curs

12 ● Supplemental Information ● ● ● ● ● 345  At least one of the Y tag end times is indicated as the current time (by using *) or is in the futur

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 346  If the Edit > Links choice is unavailable, the link is permanently broken and your

12 ● Supplemental Information ● ● ● ● ● 347 To resolve the problem, re-define the data source. The following figure shows what happens when a Trend

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 348

Chapter 13 349 Technical Support and Resources Rockwell provides dedicated technical support internationally, 24 hours a day, 7 days a week. You c

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 350 Worldwide Support If you are not located in North America and want to contact Rockwell

13 ● Technical Support and Resources ● ● ● ● ● 351 When you contact Rockwell Technical Support, please provide:  Product name, version, and/or bu

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 19 Bookmarks New bookmarks are automatically added to the root level of the bookmarks t

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 352 directory and type the subsystem name followed by the option -v (for example, piarchss.e

Index 353 Index 6 64-bit Operating Systems • 305 A About FactoryTalk Historian Data • 229 About FactoryTalk Historian ProcessBook • 36 Active L

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 354 Change the Display Range • 93 Change the Language Used for FactoryTalk Historian Process

● Index ● ● ● ● ● 355 Delete Connection Points • 214 DEP Security • 313 Design Placeholder Queries • 258 Details and Annotations • 191 Details Wind

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 356 F FactoryTalk Historian Annotations Maintenance • 195 FactoryTalk Historian Data Archive

● Index ● ● ● ● ● 357 Layers within Displays • 95 Layout Tab • 115 Line Color • 82 Line Ends • 86 Line Style • 85 Line Style Section • 333 Line Sym

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 358 Open Independent Display Files • 71 Open Several Displays at One Time • 70 OpenVMS Trend

● Index ● ● ● ● ● 359 Select Among Multiple Connection Points on One Symbol • 214 Select and Move a Symbol • 204 Select Multiple Symbols • 205 Serv

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 360 Use MSQuery to Build Data Sets • 275 Use the Scrolling Time Range • 203 V Value Scale Gr

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 20 3. Click to edit a bookmark. If the active file is already bookmarked, the same icon a

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 21 Assign a Keyboard Shortcut To assign a keyboard shortcut: 1. Click View > Assign

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide iv Command Menus ... 14 Customize

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 22 4. Under Press new shortcut key, type the key you wish to use for the shortcut. If you c

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 23 Preference settings are stored in the file procbook.ini. Before you change the Prefer

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 24 Review the following for additional information: Author Determines the name used as the

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 25 Date and Time Format Settings in this area determine how time is displayed in Factory

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 26 Table of Contents Preferences Click Tools > Preferences > Table of Contents tab to

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 27 Review the following for additional information: Default View Settings in this area d

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 28 Display Window Click Tools > Preferences > Display Window tab to set options that a

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 29 Review the following for additional information: Preserve Aspect Ratio on resize Dete

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 30 Trend Preferences Click Tools > Preferences > Trend tab to set default settings for

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 31 Review the following for additional information: Display Check or clear these options

● Contents ● ● ● ● ● v Create a Text or Display Entry ... 43 Linked Display Entry ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 32 Sample Use this display area to view a preview of selected trend preferences. Trend Ele

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 33 Review the following for additional information: Multi-State on Ad Hoc Select this ch

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 34 Each topic in the help file may be printed separately or you can print them all at once.

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 35 Print Preview Print Preview displays your selection as it will look when it is print

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 36 Change the Language Used for FactoryTalk Historian ProcessBook You can change the languag

2 ● FactoryTalk Historian ProcessBook Essentials ● ● ● ● ● 37  Click Copy Info to copy the contents of the list to your Windows clipboard where i

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 38

Chapter 3 39 Work with a ProcessBook Basic Steps to Build a ProcessBook There are five basic steps to creating a ProcessBook (page 39): 1. Create

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 40 When you create and save a new ProcessBook, the application initially gives it the title

3 ● Work with a ProcessBook ● ● ● ● ● 41 Depending on the settings in the ProcessBook Preferences dialog box, a default ProcessBook may open automa

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide vi Work with a Display ... 67 Overview of Dis

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 42  Linked ProcessBook (page 46) - links to an entry in another ProcessBook.  Operating

3 ● Work with a ProcessBook ● ● ● ● ● 43 Create a Text or Display Entry Use text entries to add labels and clarify text in a ProcessBook table of c

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 44 The linked entry is not a copy; it is a way of opening the original, similar to using a W

3 ● Work with a ProcessBook ● ● ● ● ● 45 6. Click the Browse button, or click the Browse arrow to see more search options. The Open dialog box app

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 46 If you need to move the original entry to another directory or ProcessBook, you must rede

3 ● Work with a ProcessBook ● ● ● ● ● 47 When you have reports created on a different system, you can convert them to ASCII and, using an operating

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 48 8. If you need to specify the location of the executable for the application, click the

3 ● Work with a ProcessBook ● ● ● ● ● 49 If you need to move the original entry to another directory or ProcessBook, you must redefine the link bet

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 50 Whether you are in Outline View or Book View, you can edit and rearrange entries, or dele

3 ● Work with a ProcessBook ● ● ● ● ● 51 summary display. Each of these displays can have several displays for their components. Turn Pages in Bo

● Contents ● ● ● ● ● vii Editable Formatting Attributes ... 81 Font ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 52 2. Click the upper triangle to move forward one page, or click the lower triangle to mov

3 ● Work with a ProcessBook ● ● ● ● ● 53 Change the Name of an Entry in Book View To change the name of an entry in the Book view: 1. Click View &

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 54 Hierarchies of entries may be revised by dragging entries from one location to another, o

3 ● Work with a ProcessBook ● ● ● ● ● 55 1. Click View > Outline to view a ProcessBook in Outline View (page 53). 2. Click the black plus sign

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 56 Move the highlighted entry down. Change the Name of an Entry in Outline View To change

3 ● Work with a ProcessBook ● ● ● ● ● 57 Copy and Paste an Entry To copy and paste an entry: 1. Click the Build mode pointer and select the entry.

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 58 Save and Close a ProcessBook After creating a ProcessBook, it is a good idea to name the

3 ● Work with a ProcessBook ● ● ● ● ● 59 Properties Summary Information in ProcessBook Click File > Properties to display the Summary Informatio

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 60 Field Name Description Keywords May be added at any time. Comments May be used for any te

3 ● Work with a ProcessBook ● ● ● ● ● 61 Field Name Description Title Extracted from the Summary Information dialog box. Created Original date and

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide viii Create a Trend ... 104 Build

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 62 ProcessBook window displays the file name, which ends in .piw, rather than the title. 3.

3 ● Work with a ProcessBook ● ● ● ● ● 63 Field Name Description the original date and time will be preserved, however Windows Explorer shows the da

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 64 3. Select the file type. 4. Select the drive and directory where the file resides, or t

3 ● Work with a ProcessBook ● ● ● ● ● 65 -or-  Close the ProcessBook and reopen it so that the new version of the display is shown. Then make cha

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 66

Chapter 4 67 Work with a Display FactoryTalk Historian ProcessBook provides tools for manipulating and analyzing the information shown in a displa

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 68 Dynamic Symbols Dynamic symbols are values, bars, trends, XYPlots, SQC charts, and multi-

4 ● Work with a Display ● ● ● ● ● 69 Manage Displays and Independent Display Files Open a Display Use any of these procedures to open a display fr

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 70 If you click an Operating System Command more than once in the same session, it may run t

4 ● Work with a Display ● ● ● ● ● 71 Open Independent Display Files Independent Display Files use a .pdi extension in the file name. When you doubl

● Contents ● ● ● ● ● ix XYPlots ... 133 Draw an XYPlot ...

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 72 the display resize and take up the entire window. OLE objects are not included. 4. Click

4 ● Work with a Display ● ● ● ● ● 73 Search for a Display To search for a display: 1. Open the ProcessBooks (page 40) you want to search. 2. Clic

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 74 Reduce a Display to an Icon to Save Space If you find your work area cluttered with many

4 ● Work with a Display ● ● ● ● ● 75 Display Settings To edit display properties, click Edit > Display, or double-click the Time Zone setting in

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 76 Time Zone This field determines whether the local computer or FactoryTalk Historian serve

4 ● Work with a Display ● ● ● ● ● 77 Run Mode Determines the scroll bar behavior of display windows in Run mode. Build Mode Determines the scroll b

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 78 You can use the drawing tools to:  Create ellipses, polygons, rectangles, arcs, lines,

4 ● Work with a Display ● ● ● ● ● 79 each other. You can move and resize drawing objects. You can also divide a display into layers so that you can

● ● ● ● ● FactoryTalk Historian ProcessBook User Guide 80 While you are drawing, you can use the zoom feature to zoom in on an area that requires m

4 ● Work with a Display ● ● ● ● ● 81 5. Click OK. Formatting Each symbol you draw and place on a display has attributes that determine how the sy