factory talk process book

PROCESSBOOK USER GUIDE

PUBLICATION HSEPB-UM024A-EN-EJune 2012

Supersedes Publication HSEPB-UM023A-EN-E

Copyright

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2012 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. 2010 OSIsoft, Inc. All rights reserved.

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FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc.

The following logos and products are trademarks of Rockwell Automation, Inc.:

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This product is warranted in accordance with the product license. The products performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover

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This products implementation may vary among users. This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc.

reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current

information available from Rockwell when installing or using this product.

Contents

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Introduction ............................................................ 1 Recent History and Requirements for FactoryTalk Historian

ProcessBook ....................................................................... 1 What's New in FactoryTalk Historian ProcessBook 3.2 ............. 1

What's New in This Release ..................................................... 2

FactoryTalk Historian ProcessBook Essentials ................... 5

What Can You View with FactoryTalk Historian ProcessBook ............ 5 Start FactoryTalk Historian ProcessBook ..................................... 6

Servers and Connections .................................................... 6 Connect to a FactoryTalk Historian Server .......................... 6 FactoryTalk Historian Security ......................................... 8 Network Errors ............................................................ 8 Displays and Connection Failure ....................................... 9 Node Identifiers for Multiple FactoryTalk Historian Servers ..... 10

Workspace .................................................................... 10 ProcessBook (.piw) ...................................................... 10 Display ..................................................................... 11 Create a New ProcessBook or Display ............................... 11

Run Mode and Build Mode ................................................. 12 Add-Ins ............................................................................ 13

Add-In Manager .............................................................. 13 Menus and Toolbars ............................................................. 14

FactoryTalk Historian ProcessBook User Guide

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Command Menus ............................................................. 14 Customize Toolbars ......................................................... 15 Toolbar Buttons .............................................................. 15

Add Buttons to Toolbars ............................................... 16 Browser Toolbar ................................................................. 16

Browse ProcessBooks and Displays ....................................... 16 View Browsing History ...................................................... 17 Set a Home Page ............................................................ 17 Bookmarks and Browser History .......................................... 18

Add/Edit Bookmarks .................................................... 19 Keyboard Shortcuts ............................................................. 20

Assign a Keyboard Shortcut ................................................ 21 Remove a Keyboard Shortcut ............................................. 22

Preference Settings ............................................................. 22 General Preferences ........................................................ 23 Table of Contents Preferences............................................ 26 Display Window .............................................................. 28 Trend Preferences .......................................................... 30 Trend Elements Preferences .............................................. 32

Print ............................................................................... 33 Page Setup for Printing..................................................... 34 Print Preview ................................................................. 35 Printer Setup ................................................................. 35

Change the Language Used for FactoryTalk Historian ProcessBook .... 36 About FactoryTalk Historian ProcessBook .................................. 36

Work with a ProcessBook ........................................... 39

Basic Steps to Build a ProcessBook ........................................... 39 Create a New ProcessBook .................................................... 39 Open an Existing ProcessBook ................................................ 40

Work With Multiple ProcessBooks ........................................ 41 Add ProcessBook Entries ....................................................... 41

Contents

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Create a Text or Display Entry ............................................ 43 Linked Display Entry ........................................................ 43 Create a Linked Display Entry ............................................. 44 Linked ProcessBook Entries ................................................ 46

Move Linked Entries ..................................................... 46 Operating System Command Entry ....................................... 46 Create an Operating System Command Entry .......................... 47

Working Directory for Operating System Commands .............. 49 Arrange ProcessBook Entries .................................................. 49

Book View..................................................................... 50 Turn Pages in Book View ............................................... 51 Resize a ProcessBook ................................................... 52 Entries in Book View .................................................... 52 Change the Name of an Entry in Book View ........................ 53 Change the Level of an Entry in Book View ......................... 53

Outline View ................................................................. 53 Collapse or Expand Outline View ..................................... 54 Rearrange Entries in Outline View ................................... 55 Change the Name of an Entry in Outline View ..................... 56 Change the Level of an Entry in Outline View ..................... 56

Copy and Paste an Entry ................................................... 57 Remove an Entry ............................................................ 57 Save a View of Your Displays .............................................. 57 Save and Close a ProcessBook ............................................ 58

Properties ........................................................................ 59 Summary Information in ProcessBook ................................... 59 FactoryTalk Historian ProcessBook File Properties .................... 60

Modify a ProcessBook Title ............................................ 61 FactoryTalk Historian ProcessBook Display Properties ............... 62

Import Files to a ProcessBook ................................................. 63 File Sharing Capability ......................................................... 64 Move a ProcessBook to Another PC .......................................... 65


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Work with a Display .................................................. 67

Overview of Display Elements ................................................ 67 Static Symbols ............................................................... 67 Dynamic Symbols ............................................................ 68 Buttons ........................................................................ 68 OLE Objects .................................................................. 68

Manage Displays and Independent Display Files ........................... 69 Open a Display ............................................................... 69

Open Several Displays at One Time .................................. 70 Manage Multiple Open Displays ....................................... 70 Open Independent Display Files ...................................... 71

Browse a Display from Internet Explorer ................................ 71 Zoom Display Size ........................................................... 71 Full Screen Mode ............................................................ 72 Search for a Display ......................................................... 73 Reduce a Display to an Icon to Save Space ............................. 74 Save a Display ................................................................ 74 Display Settings .............................................................. 75 Display Scrolling Properties ............................................... 76 Status Bar Indicators ........................................................ 77

Drawing Tools .................................................................... 77 Organizing Symbols ......................................................... 78 Drawing Area ................................................................. 79 Drawing Grid ................................................................. 80

Set Grid Size and Grid Snap ........................................... 80 Formatting ........................................................................ 81

Contents

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Editable Formatting Attributes ........................................... 81 Font ............................................................................ 82 Line Color ..................................................................... 82 Fill Color ...................................................................... 83 Background Color ............................................................ 84 Line Weight ................................................................... 85 Line Style ..................................................................... 85 Line Ends ...................................................................... 86 Formatting Paintbrush ...................................................... 86

ToolTip Statistics ................................................................ 87 Time Range and Playback Toolbar ........................................... 88

Scroll Options Dialog Box .................................................. 91 Scroll Period .................................................................. 92

Scroll Period Constraints ............................................... 92 Scroll Period Time Format ............................................. 92 Change the Scroll Period ............................................... 93

Display Range ................................................................ 93 Change the Display Range ............................................. 93 The Change Display Range Dialog Box ............................... 94 Move the Display Range During Playback ........................... 94

Layers within Displays .......................................................... 95 Create Layers ................................................................ 95 Assign Symbols to Layers ................................................... 98 Layers and Composite Symbols ........................................... 98 Active Layers Status Bar ................................................... 99

Migrate Displays to Another FactoryTalk Historian Server ............. 100

Visualize Data with Symbols ...................................... 103

Trends ........................................................................... 103


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Create a Trend ............................................................. 104 Build a Trend with Multiple Plots ................................... 109 Move a Plot ............................................................. 109 Delete a Plot within a Trend ........................................ 110

Edit a Trend ................................................................ 110 Define Trend Dialog Box ................................................. 110

Display Format Tab ................................................... 112 Trace Format Tab ..................................................... 113 Layout Tab .............................................................. 115

Configure Trend Scale .................................................... 117 Trend Analysis Tools ...................................................... 118

Drag Zoom .............................................................. 119 Trend Zoom 2x In or Out ............................................. 119 Expand a Trend ........................................................ 120 Trend Cursor ........................................................... 120 Add a Trend Cursor ................................................... 121 Remove a Trend Cursor .............................................. 121

Change Time Range ....................................................... 122 How Trends Refresh ...................................................... 122 Trend Appearance ......................................................... 123

Grid Lines and Labels ................................................. 123 Grid Lines ............................................................... 123 Grid Line Labels ....................................................... 124 Value Scale Grid Lines ................................................ 124 Single and Multiple Scales for the Vertical Axis ................. 125 Time Scale Grid Lines ................................................ 126 Traces ................................................................... 127 Hide Traces ............................................................. 127 Markers .................................................................. 128

Ad Hoc Trends ............................................................. 129 Create an Ad Hoc Trend .............................................. 130 Save an Ad Hoc Trend Display ....................................... 130

OpenVMS Trends and Graphics .......................................... 131 Convert Trends ........................................................ 132 Convert Graphics ...................................................... 132

Contents

ix

XYPlots .......................................................................... 133 Draw an XYPlot ............................................................ 136

General Tab ............................................................ 137 Configure Pairings ..................................................... 139 Scale Box ................................................................ 141 Plot Time ............................................................... 142 Add a Data Set to an XYPlot ......................................... 142 Display Format Tab ................................................... 143 Plot Format Tab ....................................................... 145 Ad Hoc XYPlots ......................................................... 146 XYPlot Statistics ....................................................... 147

Linear Regression by Least Squares .................................... 150 Correlation Coefficient ................................................... 151 Interpreting an XYPlot .................................................... 152 Zoom/Revert Functions .................................................. 153 Change Time Range Feature ............................................ 156 XYPlot Cursors ............................................................. 156

Move the XYCursor from Point to Point ........................... 157 Bad Status Indicators ..................................................... 158 Out of Range Indicators .................................................. 158 Too Many Points ........................................................... 158 Examples of XYPlots ...................................................... 158

Example 1: Comparing Values for Two FactoryTalk Historian

Tags ...................................................................... 159 Example 2: Comparing Different Tags to Optimize Performance159 Example 3: Lab Comparisons ........................................ 160 Example 4: Comparing a Batch Run to a Standard .............. 161 Example 5: Comparing Two Time Ranges ......................... 161

Additional Dynamic Symbols ................................................ 162


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Values ....................................................................... 162 Add a Dynamic Value ................................................. 162

Button ....................................................................... 165 Add a Button ........................................................... 166

Bars .......................................................................... 168 Add a Dynamic Bar .................................................... 168 Bar Scales ............................................................... 171

Multi-State Symbols ....................................................... 174 Create Dynamic Multi-State Symbols .............................. 175

Static Symbols ................................................................. 177 Text Symbol ................................................................ 177

Add Text to a Display ................................................. 178 Edit a Text Box ........................................................ 178 Move a Text Block ..................................................... 179

Line Symbol ................................................................ 179 Draw a Line ............................................................. 179

Rectangle, Square, Arc, Ellipse, and Circle Symbol ................. 180 Polygon Symbol ............................................................ 181 Polyline Symbol ............................................................ 182 Graphic Symbol ............................................................ 183

Add a Graphic .......................................................... 185 Symbol Library ............................................................. 186

Use a Symbol from the Symbol Library ............................ 187 Symbol Library Options ................................................... 188

Change the Appearance of a Symbol .............................. 189 Symbol Properties ..................................................... 189

Work with Symbols ................................................. 191

Details and Annotations ...................................................... 191 Details Window ............................................................ 191

Open Details Window ................................................. 194 FactoryTalk Historian Annotations Maintenance..................... 195

Add Annotations ....................................................... 196 Data Favorites ................................................................. 196

Contents

xi

Select a Default Symbol for Data Favorites .......................... 197 Search for Data Favorites ................................................ 198 Favorites Panel ............................................................ 199

Use Favorites ........................................................... 199 Import or Export Data Favorites .................................... 200 Process Drags Between FactoryTalk Historian ProcessBook and

Outside Applications .................................................. 200 Time Range Toolbar .......................................................... 201

Revert Time Range ........................................................ 201 Change the Time Range .................................................. 202 Use the Scrolling Time Range ........................................... 203 Time Forward and Back .................................................. 204 Set Time Range for Future Trends ..................................... 204

Select and Move a Symbol ................................................... 204 Select Multiple Symbols ...................................................... 205 Rotate a Symbol ............................................................... 206 Flip a Symbol ................................................................... 207 Delete a Symbol ............................................................... 207 Stacking Order ................................................................. 207

Move a Symbol Forward or Backward in the Stack .................. 208 Align Multiple Symbols ....................................................... 209 Group, Ungroup, or Regroup Symbols ..................................... 210 Connect Symbols .............................................................. 211


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Connector Symbol ......................................................... 211 Connect Two Symbols ................................................ 211 Attach a Symbol to a Connector .................................... 212

Connection Points ......................................................... 213 Add Connection Points ............................................... 214 Select Among Multiple Connection Points on One Symbol ..... 214 Delete Connection Points ............................................ 214 Move Connection Points .............................................. 214 Determine the Identifying Number of a Connection Point ..... 215

Connectors Dialog Box .................................................... 216 Connectors Dialog Box, Flow Tab ................................... 216 Configure the Flow Tab .............................................. 218 Connectors Dialog Box, Attachments Tab ......................... 219 Configure the Attachments Tab .................................... 220

Attach a Symbol as an Adjunct to a Connector ...................... 221 Attach a Symbol as an Adjunct to Another Symbol ................. 221

Move Attached Symbols Independently ........................... 223 Detect Connections and Attachments ................................. 223 Reroute a Connector Path ............................................... 224

Item Definition ................................................................ 225 Display or Change Item Definition ...................................... 225

Status Report for Dynamic Symbols ........................................ 226 Status Flags for Data.......................................................... 227

Data Streams ........................................................ 229

About FactoryTalk Historian Data .......................................... 229 FactoryTalk Historian Tags (Points) ........................................ 231

FactoryTalk Historian Tag Search ...................................... 231 View Point Attributes ..................................................... 234 FactoryTalk Historian Server Data Types ............................. 235 Data from a FactoryTalk Historian System ........................... 237

FactoryTalk Historian Data Archive ................................ 237 Updates to FactoryTalk Historian Data ............................ 237

Element Relative Display (ERD) ............................................. 238

Contents

xiii

Connect to an AF Database .............................................. 239 Element Search ............................................................ 240 Add Element Relative Data to a Dynamic Symbol ................... 241 Context Path ............................................................... 243 Work with the Element Relative Display Window ................... 244

Data Sets ........................................................................ 246 PI Calculation Data Sets .................................................. 248

Create a PI Calculation Data Set ................................... 250 Intervals and Time Value ............................................ 253 Plot a Moving Average in a Trend .................................. 253

ODBC Data Sets ............................................................ 254 Create an ODBC Data Set ............................................ 255

Custom Data Sets .......................................................... 257 Placeholders................................................................ 257

Processing of Placeholder Queries ................................. 258 Design Placeholder Queries .......................................... 258 Add or Edit Placeholders ............................................. 259

Is a Data Set in Use? ...................................................... 261 Data Set Details ........................................................... 261 Add a Data Set to a Trend ............................................... 262 Time Intervals for Plotting Tags and Data Sets ...................... 264 Refresh a Trend Containing a Data Set ................................ 264 Add Data Sets to Bars or Values in a Display ......................... 265 Run FactoryTalk Historian ProcessBook When Data Sets Are

Included ..................................................................... 265 Edit a Data Set ............................................................. 266 Delete a Data Set ......................................................... 268 Copy a Data Set to Another ProcessBook ............................. 268 Loading Custom Data Sets ............................................... 269 Configure a Symbol with an AF Attribute ............................. 269 Configure the AF2.x DataSet ............................................ 271

ODBC ............................................................................ 271


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ODBC Driver Manager ..................................................... 271 ODBC Drivers ............................................................... 271 ODBC Data Sources ........................................................ 272 ODBC Data Access ......................................................... 272 ODBC Data Source Administrator ....................................... 273 Prepare for ODBC ......................................................... 274 Configure the ODBC Data Source ....................................... 275 Use MSQuery to Build Data Sets ........................................ 275 Assumptions About Timestamps and Data Sets ...................... 276 Stored Procedures in Queries ........................................... 276 Troubleshoot ODBC Data Sets ........................................... 277 Trace ODBC Calls .......................................................... 277

Initiate Call Tracing ................................................... 278 Delete an ODBC Driver ................................................... 278 Delete an ODBC Data Source ............................................ 278 Edit an ODBC Data Source ............................................... 279

Embedding and Linking ............................................ 281 Overview of FactoryTalk Historian ProcessBook OLE Compound

Documents ...................................................................... 281 OLE Automation in FactoryTalk Historian ProcessBook ................. 282 Object Linking and Embedding ............................................. 283

Embedded Objects ........................................................ 283 Linked Objects ............................................................. 283 Should You Link or Embed? .............................................. 284

ActiveX Controls ............................................................... 285 Add a Control .............................................................. 285

Example of Embedded and Linked Objects in a ProcessBook Display 286 Icons vs. Graphics ............................................................. 287 Embed in FactoryTalk Historian ProcessBook ............................ 287

Embed an Existing File in a Display .................................... 288 Embed a New File in a Display .......................................... 289

Windows Drag and Drop ...................................................... 289 Link a File to a Display ....................................................... 290 Dynamic and Manual Updates of a Linked Object ....................... 291

Contents

xv

Edit, Update, or Break Links ................................................ 291 How Links Are Stored ......................................................... 292 Select a New Source Link .................................................... 292 Edit the Appearance of an OLE Object .................................... 292 Commands That Ignore OLE Objects ....................................... 293 Placement of OLE objects ................................................... 293 OLE Object Colors ............................................................. 293 Edit the Contents of OLE objects........................................... 294 Edit the Contents of an Embedded Object ............................... 294 Edit the Contents of a Linked Object ...................................... 294

Edit Contents of OLE Objects ........................................... 295 Delete an OLE Object from a Display ...................................... 295 Display an OLE Object with an Icon ........................................ 295 Convert Objects to Icons ..................................................... 296 Share ProcessBook Displays with Other Applications ................... 297

Embed a New Display in Another OLE Application .................. 298 Embed an Existing Display in Another OLE Application ............. 298

Link a ProcessBook to Another Application ............................... 299 OLE Container/Server ........................................................ 299

Visual Basic for Applications in FactoryTalk Historian ProcessBook ......................................................... 301

VBA Commands ................................................................ 301 ActiveX Automation ........................................................... 302 What You Can Do with ActiveX Automation in FactoryTalk Historian

ProcessBook .................................................................... 302 Automation Vocabulary ...................................................... 303

Installation ........................................................... 305

System Requirements......................................................... 305 64-bit Operating Systems .................................................... 305 Upgrade from a Previous Version of FactoryTalk Historian ProcessBook306 Other FactoryTalk Historian System Client Products ................... 306 Installation Test ............................................................... 307


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Installed Files .................................................................. 307

System Administrator Notes ...................................... 309

High Availability Configuration Settings................................... 309 Recommended Connection Preference Setting ...................... 310

MDB to AF Migration .......................................................... 311 Module Relative Display Add-in ......................................... 311 Multiple Versions of FactoryTalk Historian Server or FactoryTalk

Historian ProcessBook .................................................... 312 Playback Toolbar Setting Defaults ......................................... 313 FactoryTalk Historian ProcessBook Connection to Windows NT Servers313 DEP Security .................................................................... 313 Read/Write Data Access for Users ......................................... 314 Machine Address ............................................................... 315 PROCBOOK.INI ................................................................. 315

Startup Section ............................................................ 316 Startup Example ....................................................... 320

ProcessBook View Section ............................................... 321 Conversion Section ........................................................ 322 Data Manager Section .................................................... 322 Trend Definition Section ................................................. 323

Trend Definition Example ............................................ 325 Colors Section .............................................................. 326 Time Range Scroll Section ............................................... 326 ProcessBook Level Section ............................................... 327 Display Colors Section .................................................... 328 XYPlot Definition Section ................................................ 328 Macro Protection .......................................................... 330 View Only Mode............................................................ 331

IMPPIGP.INI ..................................................................... 332

Contents

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Color Section ............................................................... 332 Line Style Section ......................................................... 333 Font Section ................................................................ 334 Marker Section ............................................................. 335 Display Section ............................................................. 335

SETUPProcessBook.LOG ...................................................... 336

Supplemental Information ........................................ 337

FactoryTalk Historian Time .................................................. 337 FactoryTalk Historian Time Abbreviations ........................ 337 FactoryTalk Historian Time Expressions ........................... 338 FactoryTalk Historian Time String Examples ..................... 339

Table of Format Values ...................................................... 340 FactoryTalk Historian Point Attributes ................................ 341

Troubleshooting Tips ......................................................... 343 Display Cannot Find Data ................................................ 343 Trend Cursor Does Not Appear .......................................... 344 Trend Legend Does Not Appear ......................................... 344 Cannot Change or Save a Display ....................................... 344 Is an XYPlot Updating? .................................................... 344 Is an OLE Object in a Display Linked or Embedded? ................ 345 Linked Object Data Is Not Updating ................................... 345

ODBC Problems ................................................................ 346 Missing ODBC Trace ....................................................... 346 Missing ODBC Data Sources .............................................. 346

Technical Support and Resources ............................... 349

Technical Support ............................................................. 349


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Knowledgebase ............................................................ 349 Worldwide Support ........................................................ 350 Training Programs ......................................................... 350 Consulting Services ....................................................... 350 TechConnect Support ..................................................... 350 Find the Version and Build Numbers ................................... 351 View Computer Platform Information ................................. 352

Index .................................................................. 353

Chapter 1

1

Introduction

As the easy-to-use graphical display interface to the Rockwell Automation

FactoryTalk Historian system, FactoryTalk Historian ProcessBook makes

it possible to efficiently display real-time and historical data residing in the

FactoryTalk Historian system and other sources. Process owners use

FactoryTalk Historian ProcessBook to create interactive graphical displays

that can be saved and shared with others. Users can quickly switch between

run and build modes to create dynamic, interactive displays and populate

them with live data. They also can write scripts that automate displays and

trends by using Microsoft Visual Basic for Applications, which is

seamlessly integrated into FactoryTalk Historian ProcessBook. Rockwell

Automation also produces add-ins that perform Batch and other types of

analyses.

Recent History and Requirements for

FactoryTalk Historian ProcessBook

What's New in FactoryTalk Historian ProcessBook 3.2

Enhanced Support for FactoryTalk Historian Asset Framework

Support for Module Relative Displays is discontinued and support for

FactoryTalk Historian Asset Framework (AF) is enhanced.

FactoryTalk Historian ProcessBook 3.2 removes the MRD add-in

when it is installed. Enhanced AF support includes ToolTip statistics

and support for AF data references in the Details window.


2

Enhancements to FactoryTalk Historian ProcessBook Display

The Playback toolbar added for v3.2 is enhanced to provide more time

controls and synchronization across multiple displays for time range

changes only. The name of the toolbar is now Time Range and

Playback toolbar to reflect the enhanced functionality.

The Bar symbol now has a scale option.

Enhanced Language Support

A Language Selection tool is added to the FactoryTalk Historian

ProcessBook preference page. This tool allows users to switch among

languages installed using the FactoryTalk Historian ProcessBook MUI

Pack. This version of FactoryTalk Historian ProcessBook has

implemented Unicode and regionalization enhancements. These

features enable you to create displays in one language and use them in

environments with different language and regional settings.

VBA Enhancements

A newer version of Visual Basic for Applications (VBA) is installed,

which addresses some security issues. In addition, support handling

UTC times through automation has been added.

What's New in This Release FactoryTalk Historian ProcessBook v3.2 is the last version to deliver MRD

functionality.

New in version 3.2:

The Element Relative Display (ERD) (page 238) add-in is provided to

replace Module Relative Display. Element relative displays provide a

re-useable display that can be shared across similarly configured

elements.

Displays can now be played back to review a specific time period

using DVR-like controls.

1 Introduction

3

Display navigation is enhanced with browser-based navigation

controls (page 16) that traverse, open, and bookmark displays and

workbooks.

The FactoryTalk Historian sqc Statistical Quality Control symbol is

now included with FactoryTalk Historian ProcessBook.


4

Chapter 2

5

FactoryTalk Historian ProcessBook

Essentials

What Can You View with FactoryTalk Historian

ProcessBook A FactoryTalk Historian ProcessBook display entry may contain data

streams (page 229) from any or all of the following sources:

FactoryTalk Historian servers, including both point data (actual

instrument readings).

Calculations from FactoryTalk Historian data.

Other databases with ODBC connectivity.

Other databases with custom interfaces to FactoryTalk Historian

ProcessBook.

Spreadsheets, documents, schematics, graphics, photos, and other

Windows applications through OLE linking and embedding.

FactoryTalk Historian Asset Framework Servers.

VBA code.

ProcessBook displays may be linked to other displays within the same

ProcessBook, or to displays in a separate ProcessBook. You can also

include buttons that launch other applications.


6

Start FactoryTalk Historian ProcessBook To begin using FactoryTalk Historian ProcessBook:

1. Launch the application.

2. Log in to a FactoryTalk Historian Server (page 6).

3. Open a ProcessBook file (page 10) or display (page 11).

Servers and Connections FactoryTalk Historian ProcessBook is a visualization application designed

for displaying FactoryTalk Historian system data. See the PI SDK Controls

and Dialogs User Help to find comprehensive and up-to-date information

on connecting FactoryTalk Historian ProcessBook to a FactoryTalk

Historian server.

Connect to a FactoryTalk Historian Server

Use the Connection Manager to manage connections to FactoryTalk

Historian servers:

Click File > Connections. The PI Connection Manager dialog box

appears. The dialog box lists the configured servers to which you can

connect. It also shows the server you have chosen as the default server.

2 FactoryTalk Historian ProcessBook Essentials

7

A selected check box next to a server name in the Connections dialog box

indicates an open connection to the FactoryTalk Historian server.

To manage connection settings:

Click to select a check box and open a connection to a FactoryTalk

Historian server in the list. Clear a check box to close a connection.

Select a FactoryTalk Historian server in the server pane to access

connection settings.

If you select more than one server, the application tries to connect to each server using the same user ID and password. If it fails, a new FactoryTalk Historian Server Login dialog box appears. If you already are logged in to the server from a different FactoryTalk Historian application, such as FactoryTalk Historian DataLink, the application uses the user ID and password with which you logged in. See the PI SDK Controls and Dialogs User Help for more detail.


8

FactoryTalk Historian Security

FactoryTalk Historian ProcessBook is designed to support whatever

FactoryTalk Historian Security is configured on the FactoryTalk Historian

server.

1. When attempting to connect to a FactoryTalk Historian server, the application first attempts to pass your FactoryTalk Security/Windows

log in credentials. The PI SDK will try to use them directly or find a

Trust for the user, domain, application or machine (per Trust

configurations).

2. If all attempts to login to the FactoryTalk Historian server using FactoryTalk Security/Windows credentials or other machine-related

information fail, then you must have a FactoryTalk Historian ME

native security user account (not FactoryTalk Security/Windows

security-based). In this case, the PI SDK attempts to use the native

FactoryTalk Historian ME user account configured for the server.

3. If the default native FactoryTalk Historian ME user account does not require a password, then you are automatically logged in. If the default

account does require a password, a login dialog box appears, which

expects the native FactoryTalk Historian ME user account and

password.

For more detailed information on FactoryTalk Historian server security, see

the FactoryTalk Historian SE Installation and Configuration Guide, shipped with the FactoryTalk Historian server.

Network Errors

Network Errors update the Status Report (page 226) dialog box, rather

than displaying error messages on your monitor. When a display is opened

but the server is not available, only one Select New Node (page 9) dialog

box appears. The dialog box appears once for each server that is not

available.


9

Displays and Connection Failure

If the connection to your data is not successful, the display (page 11) is still

drawn, but data in dynamic elements are replaced with indicators

signifying that no data is available.

Trends are labeled Invalid and no information is plotted.

Values are replaced with pound signs (###) and the message

Disconnected appears.

Bar graphs are drawn using hash marks (//////).

Multi-State symbols show the configured color for bad data.

If a server has been disconnected, and/or cannot be reached, the Select

New Node dialog box appears.

Click Connections to launch the PI Connection Manager dialog box.

From there you can choose a new server from the drop-down list of

connected servers.


10

Node Identifiers for Multiple FactoryTalk Historian

Servers

A Node Identifier is stored with each tag name used in a display to point to

the correct server. If you define FactoryTalk Historian server nodes in the

PI Connection Manager dialog box, the identifiers are the same on each

PC on the network as long as the node names for the FactoryTalk Historian

system are the same.

Workspace When you start FactoryTalk Historian ProcessBook, it appears as an open

window or workspace on the desktop. Depending on your settings, you

may initially see an empty workspace, or an open ProcessBook (page 10)

in either Book (page 50) or Outline (page 53) view.

Within the FactoryTalk Historian ProcessBook workspace you can open a

ProcessBook (page 10) or independent display (page 11).

ProcessBook (.piw)

In FactoryTalk Historian ProcessBook a ProcessBook is the container for

the information and analysis of the process you are monitoring. A

ProcessBook may appear as either a tabbed book - Book view (page 50), or

an outline - Outline view (page 53), and is saved as a separate file with a

.piw extension.

A ProcessBook is a collection of individual displays of data and analysis.

Use a ProcessBook to organize data from the FactoryTalk Historian system

and other sources so that you can analyze the processes you monitor or the

tasks you perform.

A ProcessBook and its displays are stored in a single file.


11

Display

The main unit for creating presentations of data in FactoryTalk Historian

ProcessBook is the display. A display may stand on its own (.pdi or.svg),

or it may be part of a ProcessBook (.piw) (page 10). A display contains all

the symbols used to represent an operational environment using real-time,

production data from FactoryTalk Historian as well as data from other

sources. In addition to containing this collection of data elements, the

display has its own set of features and properties that affect the collection

of data elements.

Displays can show a variety of elements, such as a schematic

representation of a production line, a plot of readings taken from a

production line, or a comparison of lab data and batch specifications.

Displays can also be linked to other ProcessBooks, displays in other

ProcessBooks, or other applications.

Create a New ProcessBook or Display

Use the New dialog box to create a new ProcessBook (page 39), add

ProcessBook entries (page 41), or create an independent display (page 69).

Click File > New to launch the New dialog box.


12

Run Mode and Build Mode When you work with a ProcessBook or an independent display, you work

in one of two operating modes, Run mode or Build mode.

Build mode.

Most of the functions that you use when you create or modify a

ProcessBook require the Build mode pointer. Use Build mode to add,

remove, or move symbols on a display, to add, remove, or organize

entries in a ProcessBook, and for access to symbol definitions and

formatting tools.

Run mode.

It is used to open entries and execute commands once a ProcessBook

is built. You can make some changes to a display while in Run mode;

however, working in Run mode keeps you from accidentally making

permanent changes to items in a display.

You switch between modes by clicking the Run mode pointer or the

Build mode pointer , which are located on the Tools menu and the

Drawing toolbar. Your preferred mode of operation is set as a default in

your Preference settings.

You can choose Build or Run mode as your preferred mode of operation by clearing or selecting the Prefer Run Mode check box in the General tab (page 23) of the ProcessBook Preferences dialog box. This is a helpful preference if you spend most of your time building or editing displays.


13

Add-Ins By default, FactoryTalk Historian ProcessBook installs with the following

add-in components. You can load or unload these and other add-in

components by using the Add-In Manager (page 13).

AF 2.x Data Set.

Browser toolbar (page 16).

Data Favorites (page 196).

Details (page 191).

Element Relative Displays (ERD) (page 238).

ProcessBook SVG File Converter - enables you to save displays as

SVG files, which can then be used by FactoryTalk Historian

WebParts.

Time Range and Playback toolbar (page 88).

ToolTip Statistics (page 87).

FactoryTalk Historian BatchView.

You can install other add-ins with FactoryTalk Historian ProcessBook, but

they don't become available until you add additional applications:

FactoryTalk Historian BatchView

Add-In Manager The Add-In Manager lists the Add-Ins (page 13) available in your

FactoryTalk Historian ProcessBook installation. Use this dialog box to

control whether the add-ins are loaded whenever you use FactoryTalk

Historian ProcessBook.

1. Click Tools > Add-in Manager. The Add-In Manager dialog box appears.


14

2. Click an available add-in from the Available Add-Ins list.

3. A description of what the add-in does appears in the Description box.

4. Under Load Behavior, select the appropriate check boxes:

Loaded/Unloaded

Loads or unloads the selected add-in. The add-in's current status

appears in the Load Behavior column at the top.

Load on Startup

Loads the selected add-in on startup of FactoryTalk Historian

ProcessBook. The add-in's current status appears in the Load

Behavior column at the top.

Command Line

Loads the selected add-in when FactoryTalk Historian

ProcessBook is started from the command prompt or from a

script.

5. Click OK to complete the action and close the dialog box.

If the add-in is unloaded and then reloaded, you must click the Revert

toolbar button to re-synchronize any symbols using the add-in.

Menus and Toolbars

Command Menus

The active components of menu bars change depending on the active

window and current selections. There are five different collections of menu

commands.

Menu Bar Function

Default Displays when no documents are active


15

Menu Bar Function

Book Displays when a FactoryTalk Historian ProcessBook workbook is active

Display Displays when a FactoryTalk Historian ProcessBook display document is active

View-Only Book Displays when FactoryTalk Historian ProcessBook is running in no-edit mode and a FactoryTalk Historian ProcessBook workbook is active.

View-Only Display Displays when FactoryTalk Historian ProcessBook is running in no-edit mode and a display or workbook document is active.

Customize Toolbars Toolbars may be displayed or omitted as follows:

1. Click View > Toolbars. The Toolbars tab of the Customize dialog box appears.

2. Check the toolbars you wish to display, and click OK.

Click the Commands tab to see what buttons appear on each toolbar.

3. To move a toolbar, click the double vertical bar at the left end and drag to the new location. If the toolbar has no move handle, click the

title bar instead.

4. To reshape a floating toolbar (one without move handles), grab one of its edges and drag to a new shape.

Toolbar Buttons Many of the menu commands in FactoryTalk Historian ProcessBook can

be selected by clicking a button on a toolbar. To determine the use of a

button on a toolbar, hover the mouse pointer over the button to display a

ToolTip.


16

You can configure toolbars to display as view-only to omit unnecessary

buttons. View-only toolbars and others can be specified in procbook.ini

(page 315).

Add Buttons to Toolbars

You can change the icons that appear on the toolbars or create your own

custom toolbar.

1. Click View > Toolbars.

2. From the Commands tab of the Toolbars dialog box, you can select a particular toolbar in the dialog box and drag buttons to existing

toolbars in your FactoryTalk Historian ProcessBook window.

3. While the Commands tab is open, you can also drag buttons off of a toolbar to remove them from your window.

Browser Toolbar

The Browser add-in provides a toolbar that resembles the controls of a

typical web browser. The toolbar is automatically loaded when you install

FactoryTalk Historian ProcessBook, and allows you to navigate recently-

used ProcessBooks and displays.

Browse ProcessBooks and Displays

1. To use the Browser and Playback toolbar:

2. Click View > Toolbar Manager. The Browser and Playback toolbars appear.

These toolbars are open by default when you first launch FactoryTalk Historian ProcessBook.


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3. From the Browser toolbar (page 16), click either the Forward or

Back buttons to view previously opened ProcessBooks or

displays. Only displays opened during the current session of

FactoryTalk Historian ProcessBook are included in this navigation.

You can also use the Address box to open ProcessBooks and displays.

1. Click the arrow to the right of the Address box to see the last ten valid file paths you entered. The last entry in the list is Browse.

2. Click Browse to launch an Open File dialog box where you can browse for a file. You can also enter a URL to open a file.

View Browsing History To view the browsing history:

1. Click the small black arrow to the right of the Back or Forward

buttons to see a drop-down box that lists the last ten

ProcessBooks and/or displays that you visited during the current

session.

2. Click an entry to return to that item.

The final entry in the list is History. Click History to open the

History tab of the Organizer window (page 18) from where you can

find an alphabetical list of all ProcessBooks and displays visited

during the current session.

Set a Home Page The Home Page is the startup file that is defined in FactoryTalk Historian

ProcessBook preferences. It can be a .pdi (display), .piw (ProcessBook), or

a display entry.


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1. On the Browser toolbar (page 16), click the small arrow next to the

Home button .

2. From the drop-down menu, select one of the following:

1. Use Default to make PIDemo.piw your default file.

2. Use Current to set the start file to the current, active ProcessBook or display.

Bookmarks and Browser History The Organizer is a docking window that allows you to organize and use

bookmarks and the current session's history. By default this window is

hidden. Click the Bookmarks button on the Browser toolbar (page 16) to

make it appear.

The Organizer window has two tabs:


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Bookmarks New bookmarks are automatically added to the root level of the bookmarks tree. You can organize the entries into a hierarchical tree structure by dragging and dropping entries. Right-click the Bookmarks tab to select one of the following from the context menu:

New Folder inserts a new folder at the top level of the tree or as a subfolder of a selected folder.

Rename makes the entry name of the selected entry editable.

Edit opens a dialog box where you can enter a new name and file path for the selected bookmark.

Select All selects every entry.

Deselect All clears every entry.

Send To File opens a Save File dialog box for the location to store the list of bookmarks. Bookmarks are saved as XML and can be subsequently imported. Only files/folders that are selected (checked) in the tree are exported.

Send To E-Mail opens a pre-populated Outlook email with the selected bookmarks ready to be sent as an attachment with the same format as the Send to File option. Only files/folders that are selected (checked) in the tree are exported.

Note: The Send To options are only visible if at least one entry is checked or when right-clicking an item.

Import opens an Open File dialog box where you can select a bookmarks file to import.

History The tab contains an alphabetical list of all ProcessBooks and displays you have visited during the current session. From there you can click an entry to return to that item.

The icon of the entry indicates its file type. Hover over an entry to see its full path in a ToolTip.

Add/Edit Bookmarks

1. On the Browser toolbar (page 16) click the Bookmark button to open the Bookmark tab of the Organizer (page 18) window.

From there you can browse, modify, or delete stored file locations.

2. Click to add a bookmark.


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3. Click to edit a bookmark.

If the active file is already bookmarked, the same icon appears as the Edit

Bookmark icon. Click this button to edit the bookmark's label and file

path.

Keyboard Shortcuts A keyboard shortcut is a combination of keystrokes to use for frequent

actions. Several of these are already assigned in FactoryTalk Historian

ProcessBook. They appear to the right of the corresponding menu

command on the drop-down menus.

FactoryTalk Historian ProcessBook lets you assign new combinations of

keystrokes or change existing ones.

For example you can:

Assign a keyboard shortcut for inserting symbols with one command.

Assign more than one keyboard shortcut to a specific action.

Change an existing shortcut, such as Ctrl+S, to another sequence you

prefer.


21

Assign a Keyboard Shortcut To assign a keyboard shortcut:

1. Click View > Assign Shortcuts. The Shortcut Keys dialog box appears.

2. Under Select a macro, click the appropriate macro (menu item). The description for that item and its assigned shortcuts, if any, appears.

3. Click Create Shortcut. The Assign Shortcut dialog box appears.


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4. Under Press new shortcut key, type the key you wish to use for the shortcut.

If you choose a combination already in use, the current assignment appears in the dialog box. If you click OK, the previous assignment is voided.

5. Click OK.

The new shortcut appears in the Assigned shortcuts box.

If you want to reset all the keyboard shortcuts to their original positions when FactoryTalk Historian ProcessBook was installed, click the Reset All, and then OK.

Remove a Keyboard Shortcut

To remove a keyboard shortcut:

1. In the Shortcut Keys dialog box, under Select a macro, select the appropriate macro (menu item command). The description for that

item and its assigned shortcuts, if any, appears.

2. Under Assigned shortcuts, select the shortcut you want to remove, and then click Remove.

3. Click OK.

Preference Settings You can reach the ProcessBook Preferences dialog box by clicking Tools

> Preferences. Preference settings determine how the ProcessBook entries

look, what colors are available when you draw, and whether your

ProcessBook opens in Book View (page 50) or Outline View (page 53).


23

Preference settings are stored in the file procbook.ini. Before you change the Preference settings, consider creating a back-up copy of procbook.ini so that you can restore FactoryTalk Historian ProcessBook to the original settings.

General Preferences

Click Tools > Preferences > General tab to configure application-wide

settings. These settings are stored in and retrieved from the [STARTUP]

section of your procbook.ini (page 315) file.


24

Review the following for additional information:

Author Determines the name used as the creator of new files and the person who last edited the file. See Summary Information in ProcessBook (page 59) for more information. This field is blank by default when FactoryTalk Historian ProcessBook is first installed on a computer.

Startup File The file name and path in this field determine which, if any, file is automatically opened when the application is launched. The default value when FactoryTalk Historian ProcessBook is first installed is

\procbook\pidemo.piw.

Library File The file name and path in this field determine which, if any, file is opened when the original symbol library command is used. The default value when FactoryTalk Historian ProcessBook is first installed

is \procbook\symlibry.piw.

Prefer Run Mode Determines whether ProcessBook starts up in Run mode or Build mode by default. By default, this option is enabled when FactoryTalk Historian ProcessBook is first installed on a computer.

Create Backup Files

Determines whether backup files (with a .bak extension) are automatically created when a FactoryTalk Historian ProcessBook file is opened. By default, this option is turned off when FactoryTalk Historian ProcessBook is first installed on a computer.

Retain snapshot values on updating plots

Determines whether the archive event pipe is used for updating trends, discarding any snapshot values between stored, archive values. This setting is stored as PB2TraceCompatibility in the

[STARTUP] section of your procbook.ini. By default, this option is

turned off when FactoryTalk Historian ProcessBook is first installed on a computer.


25

Date and Time Format

Settings in this area determine how time is displayed in FactoryTalk Historian ProcessBook. Previews of each format are shown to help you select the desired option.

The Use local Windows format option uses the current Regional Options settings in the Windows Control Panel on the client machine to determine how dates and times are displayed. Dates are shown using the currently configured Short Date format and Times are shown using the current time format settings.

The Use FactoryTalk Historian Time Format option displays timestamps in the default FactoryTalk Historian format of dd-mmm-yy HH:mm:ss.ssss, where dd is the day of the month, mmm is a the short text abbreviation of the month name (e.g., Jan for January), yy is the two digit year, HH is the hour in 24-hour format, mm is the minute and ss.sss is the second, including sub-seconds, if present.

Default Time Zone Determines whether timestamps reflect the time zone of the FactoryTalk Historian server used to retrieve data (FactoryTalk Historian server time zone), or the time zone of the local computer (Client machine time zone), when a new display is created. By default, the FactoryTalk Historian server option is selected when FactoryTalk Historian ProcessBook is first installed on a computer. This setting can also be changed and is stored with each display.


26

Table of Contents Preferences Click Tools > Preferences > Table of Contents tab to configure the

default view of Table of Contents windows for ProcessBook (PIW) files,

as well as the font applied to each level of entry in those files. These

settings are stored in and retrieved from your procbook.ini (page 315) file.


27


Default View Settings in this area determine how ProcessBook entries are displayed by default. The default is Book view.

Font Settings The controls in this area determine the font settings applied to each entry level in a ProcessBook. The font settings control the display of entry names in Table of Contents windows.

The Entry level field allows you to select the level to configure. You can only select one level at a time.

The Font field lists all the fonts installed on the computer running FactoryTalk Historian ProcessBook.

The Size field determines the size of the text. The first time ProcessBook is installed, the current Windows system font determines the default font settings to use.

The Font style group determines whether text is shown in bold or italic.

Preview This read-only field displays font settings for each level in a ProcessBook. Each of the 10 possible entry levels is listed and displayed with its current font name, and style settings.


28

Display Window Click Tools > Preferences > Display Window tab to set options that apply

to display windows. These settings are stored in and retrieved from your

procbook.ini (page 315) file.


29


Preserve Aspect Ratio on resize

Determines whether display element sizes change in proportion to the window size when a window is resized. When the check box contains a check mark (is selected), the aspect ratio is preserved and the display element sizes change in proportion to the window size.

Show Symbol ToolTips

Determines whether ToolTips are displayed on display symbols. ToolTips appear for toolbar buttons regardless of this setting's value. By default, this option is turned on when FactoryTalk Historian ProcessBook is first installed on a computer.

Show Value Attributes

Determines whether icons are displayed for Value Attribute flags (Questionable, Substituted or Annotated) on FactoryTalk Historian data. This option is turned on when FactoryTalk Historian ProcessBook is first installed on a computer.

Run mode scrolling Determines the scroll bar behavior of display windows in Run mode.

Build mode scrolling

Determines the scroll bar behavior of display windows in Build mode.

On Display contains scroll bars all the time.

Off Scroll bars never appear.

Automatic Scroll bars appear when needed (this is the default setting).

Color Palette These fields present the 16 colors selected for use throughout the application as the basic colors for the color well control.

Use the Modify button to launch the Color dialog box, where you can select additional colors.

Use the Reset button to return the Color Palette to system default values.

Default Display Background Color

Determines the default color used for new displays. The color well control is used to select a color. This color is also set when the Background color of the current display is changed.

Symbol Defaults Contains fields to set the default formatting values for new symbols. These defaults are also changed when the Formatting controls are used and no symbols are selected.


30

Trend Preferences Click Tools > Preferences > Trend tab to set default settings for new

trend symbols. These settings also apply to instant trends.


31


Display Check or clear these options to configure what information a trend displays by default.

AutoScale Select this check box if you want trends to be scaled as tag values change over time. If you do not select this check box, then trends use the Database scale for each tag.

Plot Title Select this check box if you want a title to display.

Value Scale Inside Axis Select this check box to display the numeric scale inside the axis. If you do not select this check box the scale displays outside the axis. Note that the value scale is drawn horizontally when the trend orientation is vertical.

Grids Select to display grid lines (page 123).

Multiple Scales (page 125) Add a value scale for each data point when selected. When the check box is cleared, only a single value scale appears.

Markers Select the check box if you want markers to indicate data points on the trend. If you do not select the Markers check box three markers display on each line. These markers help you match a line to a tag.

Legend Select or clear these options to configure what information appears in the trend legends. The information that can fit in the legend is determined by the size of the trend. Consequently, not all of the information in the legend may be visible:

If the width of the legend is more than the width of the trend the legend does not appear.

If the height of the text in the legend is longer than the total height of the trend, items are removed in this order: engineering units, tag name, then value.

Options include:

Tag Name

Server Name (for FactoryTalk Historian tags)

Value

Description

Eng Units


32

Sample Use this display area to view a preview of selected trend preferences.

Trend Elements Preferences

Click Tools > Preferences > Trend Elements tab to set what colors, line

styles, etc. are used in individual traces gridlines, text, or the background.

These settings also apply to instant trends.


33


Multi-State on Ad Hoc

Select this check box to include data from multi-stated symbols when creating an ad hoc (instant) trend. When this option is cleared, data from a multi-state configuration is not included on instant trends.

Traces per Ad Hoc Trend

Select the number of traces to have per plot on an ad hoc (instant) trend. The default is 3, the maximum is 8. Once this number is reached, additional plots are created to show the remaining tags selected for the instant trend.

Plot Element Use the drop down list to select from pens, text, grids, and background.

For each plot element, select a Marker Type, Line Style, Line Weight, and Color.

Note: You may select one of several line styles for each trace. You can also specify the line thickness. Select none to omit a grid line.

Sample See your changes previewed in the Sample area at the bottom of the dialog box.

Print

When you print from a ProcessBook, you can:

In Outline view, print a list of the ProcessBook contents or selected

displays.

In Book view, print a list of the entire book or a selected tab section.

Print the entire contents of a display or selected items from that

window.

You can also set various printing options, such as the number of copies.


34

Each topic in the help file may be printed separately or you can print them

all at once.

The Print command is accessible from the File menu, CTRL+P, or the

print button. You can print the contents of the active window or if you

select items within a display before you open the Print dialog box, then

you can choose to print only those items.

On a non-color printer, symbols are printed in shades of gray, but trends are printed in black and white.

On some printers, when you print a trend with cursors, the value and time

stamp boxes of the cursor does not hide the information beneath them.

However, other trend cursors and the trend time scale may show through

the trend cursor boxes, making the values hard to read.

Page Setup for Printing You can select the particular printer, the orientation of the paper, the paper

size, and the source within the printer of the paper. Use the Properties

button to fine-tune the quality of output or the performance of the printer.

The settings you choose in Page Setup become the defaults for all your

printing.

FactoryTalk Historian ProcessBook supports dot matrix, HP PCL (LaserJet), Postscript, and color printers. However, all Windows print drivers may not be compatible. If you are not sure if your printer is supported or you observe any printing problems, contact Rockwell Automation Customer Support.


35

Print Preview

Print Preview displays your selection as it will look when it is printed.

Note that the Print Preview shows colors even though you may be using a

black and white printer.

Once you select the item you want to preview, click File > Print Preview.

Zoom in or out of the selection by clicking on the selection with the

magnifier cursor or by clicking the Zoom buttons. To print the selection,

click the Print button.

Printer Setup

Select Print Setup to choose a printer, page orientation, and paper size. In

addition, you can fine-tune the quality of output or the performance of your

printer. The settings you choose in Print Setup become the defaults for all

your printing.

1. Click File > Page Setup. The Print Setup dialog box appears.

2. Select the printer, orientation, and paper size and source.

FactoryTalk Historian ProcessBook supports dot matrix, HP PCL (LaserJet), Postscript, and color printers. However, all Windows print drivers

may not be compatible. If you are not sure if your printer is supported or you observe any printing problems, contact Rockwell Automation Customer Support.

3. Click the Properties button to select printer-specific options. Refer to your printer documentation for additional information about these

options.


36

Change the Language Used for FactoryTalk

Historian ProcessBook You can change the language for the application on your machine if you

have a FactoryTalk Historian ProcessBook Language Pack and the desired

language resources installed. The language setting is per user locale, so if

others want to use the application on the same machine under a different

login, they can use different language resources, if they are available.

To change the application language:

1. Run the FactoryTalk Historian ProcessBook Language Pack and select the language resources you want to install, if they are not already

available.

2. Click Tools > Preferences. The ProcessBook Preferences dialog box appears.

3. On the General tab, click the Language Settings to launch the language selection tool. This button is only active if you have

language resources installed.

4. Select the target language and click OK.

5. Quit and restart the application.

FactoryTalk Historian ProcessBook now appears in the specified language.

Note that users who log in with the same account see the same language,

but the language does not change for those logging in to the machine with

different accounts.

About FactoryTalk Historian ProcessBook You can launch the About FactoryTalk Historian ProcessBook dialog

box by clicking Help > About FactoryTalk Historian ProcessBook. The

dialog box provides detailed version and build information.


37

Click Copy Info to copy the contents of the list to your Windows

clipboard where it can be pasted into a spreadsheet or text editor. This

can be useful to share with Rockwell Automation Technical Support

engineers if you have a problem.

Click System Info to launch the Microsoft System Information

dialog box. This information can also be useful when troubleshooting

issues through Technical Support.


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 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.


40

When you create and save a new ProcessBook, the application initially

gives it the title Book1, where 1 represents the number of ProcessBooks

created during the current session.

FactoryTalk Historian ProcessBook also creates a file name for the new

ProcessBook. It suggests the first word from your title and an extension of

.piw. For example, FactoryTalk Historian ProcessBook may suggest

Filtrat1.PIW. If you plan to build an entire set of ProcessBooks, you

might choose to modify it in Windows Explorer to sort your set of

ProcessBooks in some meaningful order, such as 05FiltrP.PIW.

1. In Build mode, click File > New. The New dialog box appears.

2. Select ProcessBook (.piw) File.

3. Under ProcessBook Name, type a name for the new book.

4. Click OK.

A new ProcessBook appears.

If you typed a name in the ProcessBook Name box, then the name appears on the ProcessBook title bar. If you did not type a name, then the default title Book1 appears on the title bar.

Open an Existing ProcessBook To open an existing ProcessBook:

1. Click File > Open, or

On the standard toolbar, click Open. The Open dialog box appears.

2. Click the specific ProcessBook file (.piw) you want to open.

3. Click OK.

3 Work with a ProcessBook

41

Depending on the settings in the ProcessBook Preferences dialog box, a default ProcessBook may open automatically when you start FactoryTalk Historian ProcessBook.

FactoryTalk Historian ProcessBook keeps track of the four most recently

opened ProcessBooks or independent display files. Instead of using File > Open, you may select a file name from the bottom of the File menu.

Work With Multiple ProcessBooks You can work in multiple ProcessBooks and/or independent display files at

the same time. Open additional ProcessBooks using the File menu.

Use the Windows menu to select the ProcessBook title and switch

among them.

Click inside a ProcessBook window to make it active.

Switch among the open windows by pressing CTRL+F6.

Add ProcessBook Entries After creating a ProcessBook, the next step is to add individual entries. By

arranging and combining displays and other entry types, you can create a

complete working environment for plant personnel.

You can add entry titles to a ProcessBook and then complete the detailed design of the entries later.

There are five specific types of entries:

Text (page 43) - provides headings or static information.

Display (page 43) - opens a display.

Linked displays (page 43) - links to an independent display file.


42

Linked ProcessBook (page 46) - links to an entry in another

ProcessBook.

Operating system command (page 46) - opens another application.

When you add entries to a ProcessBook in either Outline or Book View,

the entries are arranged hierarchically. Subentries are indented under main

entries. The name you give each new entry is the name that shows in the

ProcessBook.

When you create a new entry, it is placed in the ProcessBook just before

the selected entry. If no entries are selected, the new entry appears at the

end of the current tab section in Book View or at the end of the Outline

View.

The first entry on a book tab is normally a Level 2 item (Level 1 is used as

the tab label). All Level 3 through 10 items are listed below a level 2 item

and indented the same. In Outline View, all levels are indented according

to their level.

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

contents. Display entries represent a display in a ProcessBook.

1. Click File > New. The New dialog box appears.

2. Under Type, select ProcessBook Entry.

3. Click OK. The Define ProcessBook Entry dialog box appears.

4. In the Label dialog box, type a name.

5. For the Type, select Text or Display.

6. In the Level list, click the level at which you want to position the entry in the ProcessBook hierarchy of entries, or type a number between 1

and 10.

If you are creating the first entry in the ProcessBook, the level is automatically set to 1 and cannot be changed. This entry is used as the first tab label.

7. Click OK. The entry is added to the ProcessBook. If the entry is at Level 1 and you are in Book view, a tab is created using the name of

the entry.

8. Click the Save button on the toolbar, or click File > Save.

Linked Display Entry A linked display allo