PI ProcessBook User Guide

PI ProcessBook User Guide

Version 3.2

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Published: 9/2/2009

Table of Contents

Introduction ..................................................................................................................................... 1

What's New in This Release ..............................................................................................1 What Can You View with PI ProcessBook .........................................................................1

PI ProcessBook Essentials ...........................................................................................................7

Start PI ProcessBook .........................................................................................................7 Add-Ins .............................................................................................................................11 Menus and Toolbars.........................................................................................................12 Browser ............................................................................................................................13 Keyboard Shortcuts..........................................................................................................16 Preference Settings..........................................................................................................17 Print ..................................................................................................................................23 About PI ProcessBook .....................................................................................................25

Work with a ProcessBook ...........................................................................................................27

Basic Steps to Build a ProcessBook ................................................................................27 Create a New ProcessBook .............................................................................................27 Open an Existing ProcessBook........................................................................................28 Run Mode Pointer ............................................................................................................28 Build Mode Pointer ...........................................................................................................29 Add ProcessBook Entries ................................................................................................29 Arrange ProcessBook Entries ..........................................................................................35 Properties .........................................................................................................................40 Import Files to a ProcessBook .........................................................................................44 File Sharing Capability .....................................................................................................45 Move a ProcessBook to Another PC................................................................................45

Work with a Display......................................................................................................................47

Overview of Display Elements .........................................................................................47 Manage Displays and Independent Display Files ............................................................49 Drawing Tools ..................................................................................................................54 PI Tags and Point Attributes ............................................................................................56 Formatting ........................................................................................................................59 ToolTip Statistics ..............................................................................................................63 Playback Toolbar..............................................................................................................64 Layers within Displays......................................................................................................67 Migrate Displays to Another PI Server .............................................................................70 Element Relative Displays and Module Relative Displays...............................................71

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Table of Contents

Trends ............................................................................................................................................81 Create a Trend .................................................................................................................81 Edit a Trend......................................................................................................................85 Define Trend Dialog .........................................................................................................85 Configure Trend Scale .....................................................................................................88 Trend Analysis Tools........................................................................................................90 Change Time Range ........................................................................................................92 How Trends Refresh ........................................................................................................92 Trend Appearance............................................................................................................93 Ad Hoc Trends .................................................................................................................97 OpenVMS Trends and Graphics ......................................................................................99

XYPlots ........................................................................................................................................101 Draw an XYPlot ..............................................................................................................102 Linear Regression by Least Squares .............................................................................112 Correlation Coefficient....................................................................................................112 Interpreting an XYPlot ....................................................................................................113 Zoom/Revert Functions ..................................................................................................114 Change Time Range Feature.........................................................................................115 XYPlot Cursors...............................................................................................................116 Bad Status Indicators .....................................................................................................117 Out of Range Indicators .................................................................................................117 Too Many Points ............................................................................................................117 Examples of XYPlots......................................................................................................117

Additional Symbols ....................................................................................................................121 Dynamic Symbols...........................................................................................................121 Static Symbols................................................................................................................129

Work with Symbols.....................................................................................................................139 Details and Annotations .................................................................................................139 Data Favorites ................................................................................................................142 Time Range Toolbar.......................................................................................................145 Select and Move a Symbol ............................................................................................147 Select Multiple Symbols .................................................................................................148 Rotate a Symbol.............................................................................................................148 Flip a Symbol..................................................................................................................148 Delete a Symbol .............................................................................................................149 Stacking Order ...............................................................................................................149 Align Multiple Symbols ...................................................................................................150 Group, Ungroup, or Regroup symbols ...........................................................................151 Connect Symbols ...........................................................................................................151 Item Definition ................................................................................................................160 Status Report for Dynamic Symbols ..............................................................................161 Status Flags for Data......................................................................................................162

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Data Sets .....................................................................................................................................163

PI Calculation Data Sets ................................................................................................164 Custom Data Sets ..........................................................................................................167 ODBC Data Sets ............................................................................................................168 Placeholders ................................................................................................................... 170 Is a Data Set in Use? .....................................................................................................172 Data Set Details .............................................................................................................172 Add a Data Set to a Trend .............................................................................................173 Time Intervals for Plotting Tags and Data Sets .............................................................174 Refresh a Trend Containing a Data Set .........................................................................174 Add Data Sets to Bars or Values in a Display................................................................175 Run PI ProcessBook When Data Sets Are Included .....................................................175 Edit a Data Set ...............................................................................................................175 Delete a Data Set ...........................................................................................................176 Copy a Data Set to Another ProcessBook .....................................................................177 Loading Custom Data Sets ............................................................................................177

PI Notifications in PI ProcessBook...........................................................................................179

Launch PI Notifications...................................................................................................179 Notifications Window ......................................................................................................179 Contacts Window ...........................................................................................................182

Embedding and Linking .............................................................................................................185

Overview of PI ProcessBook OLE Compound Documents ...........................................185 OLE Automation in PI ProcessBook ..............................................................................185 Object Linking and Embedding ......................................................................................186 ActiveX Controls.............................................................................................................187 Example of Embedded and Linked Objects in a ProcessBook Display.........................188 Icons vs. Graphics..........................................................................................................189 Embed in PI ProcessBook .............................................................................................189 Windows Drag and Drop ................................................................................................190 Link a File to a Display ...................................................................................................190 Dynamic and Manual Updates of a Linked Object.........................................................191 Edit, Update, or Break Links ..........................................................................................191 How Links Are Stored.....................................................................................................192 Select a New Source Link ..............................................................................................192 Edit the Appearance of an OLE Object ..........................................................................192 Commands That Ignore OLE objects.............................................................................192 Placement of OLE objects..............................................................................................193 OLE Object Colors .........................................................................................................193 Edit the Contents of OLE objects ...................................................................................193 Edit the Contents of an Embedded Object.....................................................................193 Edit the Contents of a Linked Object..............................................................................194 Delete an OLE Object from a Display ............................................................................194 Display an OLE Object with an Icon...............................................................................194 Convert Objects to Icons ................................................................................................195 Share ProcessBook Displays with Other Applications...................................................196

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