Rockwell-automation FactoryTalk Historian SE ProcessBook 3.2 User Guid Manual de usuario Pagina 57
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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 and save a ProcessBook.
2. Add, organize, and edit entry titles.
3. Design a detailed display for each display entry title, using the
drawing tools to create schematics or other drawings with trends, bars,
and values. To import outside data, add OLE objects and values from
data set queries.
4. Format trends and make other adjustments to each display to present
your data in the most useful manner.
5. Save the completed ProcessBook and install it wherever it is needed.
In some installations, the System Administrator may set your FactoryTalk
Historian ProcessBook to
View Only
(page 331) mode. If so, you cannot create and
save new ProcessBooks.
Create a New ProcessBook
Before you create a ProcessBook, you should consider planning an
organizational structure and a naming convention for the ProcessBook and
the entries within it.
- PROCESSBOOK USER GUIDE 1
- Copyright 2
- Contents 11
- Chapter 1 19
- Introduction 19
- 1 ● Introduction 21
- Chapter 2 23
- Essentials 23
- Servers and Connections 24
- Network Errors 26
- Workspace 28
- Display 29
- Run Mode and Build Mode 30
- Add-Ins 31
- Menus and Toolbars 32
- Customize Toolbars 33
- Toolbar Buttons 33
- Browser Toolbar 34
- View Browsing History 35
- Set a Home Page 35
- Add/Edit Bookmarks 37
- Keyboard Shortcuts 38
- Assign a Keyboard Shortcut 39
- Preference Settings 40
- General Preferences 41
- Display Window 46
- Trend Preferences 48
- Trend Elements Preferences 50
- Page Setup for Printing 52
- Print Preview 53
- Printer Setup 53
- Historian ProcessBook 54
- Chapter 3 57
- Work with a ProcessBook 57
- Open an Existing ProcessBook 58
- Add ProcessBook Entries 59
- Linked Display Entry 61
- 3 ● Work with a ProcessBook 63
- Linked ProcessBook Entries 64
- Arrange ProcessBook Entries 67
- Book View 68
- Turn Pages in Book View 69
- Resize a ProcessBook 70
- Entries in Book View 70
- Outline View 71
- ProcessBook Preferences 73
- Copy and Paste an Entry 75
- Remove an Entry 75
- Save a View of Your Displays 75
- Save and Close a ProcessBook 76
- Properties 77
- Modify a ProcessBook Title 79
- File Sharing Capability 82
- Chapter 4 85
- Work with a Display 85
- Dynamic Symbols 86
- Buttons 86
- OLE Objects 86
- Open a Display 87
- Zoom Display Size 89
- Full Screen Mode 90
- Search for a Display 91
- Save a Display 92
- Display Settings 93
- Display Scrolling Properties 94
- Drawing Tools 95
- Organizing Symbols 96
- Drawing Area 97
- Drawing Grid 98
- Formatting 99
- Line Color 100
- Fill Color 101
- Background Color 102
- Line Weight 103
- Line Style 103
- Line Ends 104
- Formatting Paintbrush 104
- ToolTip Statistics 105
- 4 ● Work with a Display 107
- Scroll Options Dialog Box 109
- Scroll Period 110
- Display Range 111
- Layers within Displays 113
- Assign Symbols to Layers 116
- Layers and Composite Symbols 116
- Active Layers Status Bar 117
- Historian Server 118
- Chapter 5 121
- Visualize Data with Symbols 121
- Create a Trend 122
- Move a Plot 127
- Edit a Trend 128
- Define Trend Dialog Box 128
- Display Format (page 112) 129
- Trace Format (page 113) 129
- Layout (page 115) 129
- Display Format Tab 130
- Trace Format Tab 131
- Layout Tab 133
- Configure Trend Scale 135
- Trend Analysis Tools 136
- Drag Zoom 137
- Trend Zoom 2x In or Out 137
- Expand a Trend 138
- Trend Cursor 138
- Add a Trend Cursor 139
- Remove a Trend Cursor 139
- Change Time Range 140
- How Trends Refresh 140
- Trend Appearance 141
- Grid Line Labels 142
- Value Scale Grid Lines 142
- Time Scale Grid Lines 144
- Hide Traces 145
- Markers 146
- Ad Hoc Trends 147
- Create an Ad Hoc Trend 148
- Save an Ad Hoc Trend Display 148
- OpenVMS Trends and Graphics 149
- Convert Trends 150
- Convert Graphics 150
- XYPlots 151
- Draw an XYPlot 154
- General Tab 155
- Add or Edit Placeholders 156
- Configure Pairings 157
- Synchronize 158
- Match 158
- Match or Previous 158
- Match or Next 158
- Scale Box 159
- Plot Time 160
- Add a Data Set to an XYPlot 160
- Plot Format Tab 163
- Ad Hoc XYPlots 164
- XYPlot Statistics 165
- Correlation Coefficient 169
- Interpreting an XYPlot 170
- Zoom/Revert Functions 171
- Change Time Range Feature 174
- XYPlot Cursors 174
- Bad Status Indicators 176
- Out of Range Indicators 176
- Too Many Points 176
- Examples of XYPlots 176
- Example 3: Lab Comparisons 178
- Additional Dynamic Symbols 180
- Add a Button 184
- Add a Dynamic Bar 186
- Bar Scales 189
- Compatibility 190
- Tick Marks 190
- Multi-State Symbols 192
- Static Symbols 195
- Add Text to a Display 196
- Edit a Text Box 196
- Line Symbol 197
- Polygon Symbol 199
- Polyline Symbol 200
- Graphic Symbol 201
- Add a Graphic 203
- Symbol Library 204
- Symbol Library Options 206
- Work with Symbols 209
- Chapter 6 209
- 6 ● Work with Symbols 211
- Open Details Window 212
- Data Favorites 214
- Search for Data Favorites 216
- Favorites Panel 217
- Time Range Toolbar 219
- Change the Time Range 220
- Use the Scrolling Time Range 221
- Select and Move a Symbol 222
- Select Multiple Symbols 223
- Rotate a Symbol 224
- Flip a Symbol 225
- Delete a Symbol 225
- Stacking Order 225
- Align Multiple Symbols 227
- Connect Symbols 229
- Connection Points 231
- Connectors Dialog Box 234
- Configure the Flow Tab 236
- Reroute a Connector Path 242
- Item Definition 243
- Status Flags for Data 245
- Chapter 7 247
- Data Streams 247
- 7 ● Data Streams 249
- View Point Attributes 252
- Connect to an AF Database 257
- Element Search 258
- Context Path 261
- Data Sets 264
- PI Calculation Data Sets 266
- Tag Search 270
- Intervals and Time Value 271
- ODBC Data Sets 272
- Create an ODBC Data Set 273
- Custom Data Sets 275
- Placeholders 275
- Design Placeholder Queries 276
- Is a Data Set in Use? 279
- Data Set Details 279
- Add a Data Set to a Trend 280
- Data Sets Are Included 283
- Edit a Data Set 284
- Delete a Data Set 286
- Loading Custom Data Sets 287
- Configure the AF2.x DataSet 289
- ODBC Driver Manager 289
- ODBC Drivers 289
- ODBC Data Sources 290
- ODBC Data Access 290
- Prepare for ODBC 292
- Stored Procedures in Queries 294
- Troubleshoot ODBC Data Sets 295
- Trace ODBC Calls 295
- Delete an ODBC Driver 296
- Delete an ODBC Data Source 296
- Edit an ODBC Data Source 297
- Chapter 8 299
- Embedding and Linking 299
- ProcessBook 300
- Object Linking and Embedding 301
- Should You Link or Embed? 302
- ActiveX Controls 303
- ProcessBook Display 304
- Icons vs. Graphics 305
- Windows Drag and Drop 307
- Link a File to a Display 308
- Edit, Update, or Break Links 309
- How Links Are Stored 310
- Select a New Source Link 310
- Placement of OLE objects 311
- OLE Object Colors 311
- Edit Contents of OLE Objects 313
- Convert Objects to Icons 314
- Applications 315
- Application 316
- OLE Container/Server 317
- Chapter 9 319
- ActiveX Automation 320
- Automation Vocabulary 321
- Chapter 10 323
- Installation 323
- Products 324
- Installation Test 325
- Installed Files 325
- Chapter 11 327
- System Administrator Notes 327
- MDB to AF Migration 329
- DEP Security 331
- Machine Address 333
- PROCBOOK.INI 333
- Startup Section 334
- Startup Example 338
- ProcessBook View Section 339
- Conversion Section 340
- Data Manager Section 340
- Trend Definition Section 341
- Trend Definition Example 343
- Colors Section 344
- Time Range Scroll Section 344
- ProcessBook Level Section 345
- Display Colors Section 346
- XYPlot Definition Section 346
- Macro Protection 348
- View Only Mode 349
- IMPPIGP.INI 350
- Line Style Section 351
- Font Section 352
- Marker Section 353
- Display Section 353
- SETUPProcessBook.LOG 354
- Chapter 12 355
- Supplemental Information 355
- Time Syntax Examples 357
- Table of Format Values 358
- ProcessBook is installed 359
- Troubleshooting Tips 361
- Trend Cursor Does Not Appear 362
- Trend Legend Does Not Appear 362
- Is an XYPlot Updating? 362
- Embedded? 363
- ODBC Problems 364
- Chapter 13 367
- Worldwide Support 368
- Training Programs 368
- Consulting Services 368
- TechConnect Support 368
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