L27 FactoryTalk
L27 FactoryTalk
Identifies information that is critical for successful application and understanding of the product.
Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you:
identify a hazard
avoid a hazard
recognize the consequence
Labels may be located on or inside the drive to alert people that dangerous voltage may be present.
Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.
Contents
Before you begin .........................................................................................................................................
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About this lab ................................................................................................................................................
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Tools & prerequisites ....................................................................................................................................
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Document Conventions .................................................................................................................................
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Section 1: Introduction to Historian (~10 minutes) .................................................................................
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None
Files required
None
Document Conventions
Throughout this workbook, we have used the following conventions to help guide you through the lab
materials.
This style or symbol:
Indicates:
Words shown in bold (e.g.,
RSLogix 5000 or OK)
Any item or button that you must click on, or a menu name from
which you must choose an option or command. This will be an
actual name of an item that you see on your screen or in an
example.
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An item that you must type in the specified field. This is information
that you must supply based on your application (e.g., a
variable).
Note: When you type the text in the field, remember that you do
not need to type the quotes; simply type the words that are
contained within them (e.g., Controller1).
The text that appears inside of a gray box is supplemental Learning Point.
The text is intended to emphasize certain key concepts about using the
product.
Note: If the mouse button is not specified in the text, you should click on the left mouse button.
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What is the difference between time series data and relational data
Historian applications
Historians are utilized across many industries and applications including, Consumer Products, Food and
Beverage, Automotive, Life Sciences, Packaging, and Material Routing.
The main application is to capture process data at high speeds and at low intervals to be able to display
trends and graphs of the data, and to be able to perform advanced analysis of the data, and to report
based on the data.
Those time-series data can then be used as a basis for various calculations, estimations, statistical
processes, quality controls, etc., throughout the processes and applications in the enterprise.
The typical Historians are Plant historians capturing data from all the equipment in a plant, and that data
is then used in mostly other specialized applications such as MES, ERP, Reporting, Visualization, Quality
and Assurance applications etc.
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Exception Test
Data compression is an optional two-step process to report changes by exception and store only what is
necessary to reproduce as close to the actual raw data trend.
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The first step is the Exception test. This test filters all values out that only differ slightly from the previous
value.
When a value passes this test, that value and the previous value are reported.
Compression Test
The second step is the compression test. This test filters values out that only differ slightly from the slope
between the previous and the next value.
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When a value passes this test, the first value for the slope section and the last value are reported. This
system is also used to retrieve non archived values by interpolation between the archived start and
ending point of the slope section.
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A data point is a FactoryTalk Historian SE term which refers to a location in the control system from
which FactoryTalk Historian SE collects data. A data point can be a control system tag or a memory
tag.
A reporting tag is a Historian term for the time-series data stored in the FactoryTalk Historian Classic
database that was sampled from a single data point (or control system tag).
Configuring time-series data collection involves creating Historian collection tags (historian points) and
identifying where in the control system Historian should collect the data, how often the data should be
sampled, etc.
4. Scroll down and expand the T100_Demo_Temp User Defined Tag (UDT) and the
T200_Demo_Temp UDT. Observe the 6 sub-elements of both tags:
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1. From the Windows Start menu, select All Programs > Rockwell Software > FactoryTalk
Administration Console
2. When prompted select the Network directory.
3. Notice that there are 2 FactoryTalk applications in the Network FactoryTalk Directory (FTD):
InstaCorp
Samples Water
4. Expand the InstaCorp application and the Mixing area as shown below:
5. Expand the RSLinx Enterprise Data Server and double-click Communications Setup.
6. Verify that the CLX1 shortcut is highlighted on the left and the 1789-L60/A, FTHDemo in slot 2 of
the backplane is highlighted on the right:
Learning Point: In the interest of saving time, the InstaCorp application and the CLX1
shortcut to the SoftLogix Controller were pre-configured for you.
7. In the lower right hand corner, click the Verify button to verify the connection to the SoftLogix
controller. You should receive a Path to Primary device is assigned message:
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8. Click Close to close the Shortcut Verifier dialog and Click OK to close the Communications Setup
window (but do not close the Admin. console).
9. Minimize the Admin. Console and return to the desktop. Double-click the Live Data Test.xml icon:
Learning Point: Double-clicking an XML file normally launches Internet Explorer. In the
interest of saving time, your computer was pre-configured to launch the Rockwell Software
Live Data Client. Be patient while the data collection is initialized.
10. These are the 3 Process Variables (temperatures) we will be using throughout the remainder of this
lab exercise. Observe the Current Value column and note that only the first point (T100) is currently
changing:
11. Also observe the range of the T100 tags Current Value, it should be 60 to 150 (i.e., 149.9).
Learning Point: The span of all three tags is 90 units (degrees). This span will be
entered into the properties of each tag in the Historian later in the lab.
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Learning Point: Note the absence of any connection from the application tree to a Historian
server.
2. Right-click on Historical Data and select the New Historian Server Connection wizard:
3. Accept the default Name, Description and Server or Collective Name. Verify the connection to the
appropriate computer by pressing the Test Server Connection button:
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Assign Licenses
1. Verify that the Historian server (Production Historian) and Factory Talk Live Data interface #1
(FTLD1) now appear under the Connections > Historical Data folder in the System tree.
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2. Open up the properties dialog for the Production Historian Server by right-clicking on the server and
selecting Properties:
3. Select the Licensing tab and notice that none of the available FHLD.50K licenses on the Activation
Server have been assigned. Assign one (1) license by changing the Assigned 0 to a 1 (as shown
below), and click Apply:
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4. Select the Point Sources tab and notice 0 Points In Use and the Limit of 60,000 (50,000 Live Data +
10,000 3rd Party):
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2. Right-click the Mixing folder and select Discover Historian Points as shown below:
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Learning Point: We de-selected the other 3 sources to speed up the search process. Also,
since we did not modify the scan rate or edit the Discovery Rules, we are using the default
scan rate (1 second) and the default Discovery Rules configuration.
4. The wizard will now proceed through the selected data source(s) in the area scope defined, and find
all tags that match the default Discovery rule set. Wait while the Auto Discovery finds all the Logix
tags matching the default discovery rules.
5. In the Confirm New Data Points dialog, click Confirm Points to configure the 1423 data points:
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Learning Point: Using the default discovery rules and the default scan rate (1 second), the
Auto Discovery wizard discovered 1423 tags in our SoftLogix Controller and assigned them to
scan class 1 (1 second). Note: There are far more than 1423 tags present in the SoftLogix
Controller. To discover additional tags, you would need to modify the default Discovery
Rules, or perform manual tag addition using Add Individual Historian Points.
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Learning Point: Your Historian is now collecting the 1423 data points every 1 second from
the SoftLogix controller. By default, all these points are Advised (as opposed to Polled)
meaning historical records are only created in the archive if the value is changing (minimizing
the disk space used by the archive).
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2. Return to the General tab and click the Launch System Management Tools button:
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Learning Point: The System Management Tools (PI SMT) provide a consolidated control
panel in which you can manage FactoryTalk Historian systems. PI SMT consists of a
container application - known as the host - and a library of plug-ins designed for specific
management tasks.
3. Briefly examine the SMT interface, making sure the VM-DATA Servers box is checked and paying
special attention to the System Management Plug-ins pane in the lower left hand corner:
4. To briefly familiarize yourself with all the available plug-ins, click on each of the 8 parent categories
in the System Management Plug-ins pane and observe the icons that appear in the main window.
Learning Point: For more detailed information on all the available plug-ins, select Help >
Contents.
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5. Select and expand the Data category and select the Stale and Bad Points SMT plug-in. Click the
Search for Tags icon:
If any Bad or Stale tags are found, stop and ask for assistance.
6. Select and expand the Points category and then double-click Point Builder icon to launch the Point
Builder plug-in:
7. Within the Point Builder utility, click the Search Toolbar Icon as shown below:
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8. In the Tag Search dialog, change the Tag Mask field to *.PV (as shown below) and click Search:
9. The search should return 6 tags, but we are currently only interested in 3 of them. Using Ctrl-Click,
select the 3 Temperature related tags as shown below:
1. InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Temp.PV
2. InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T200_Demo_Temp.PV
3. InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T300_Demo_Temp.PV
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10. Click OK to return to the Point Builder. Highlight the first tag and click the Rename button:
11. We want to work with shorter point (tag) names for the remainder of the lab, so rename the point to
CLX1.T100_Demo_Temp.PV as shown below:
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12. Repeat the step above for tag CLX1.T200_Demo_Temp.PV and CLX1.T300_Demo_Temp.PV. All
3 tags should now be renamed as shown below:
13. Highlight the first point and select the Archive tab as shown below:
Learning Point: For more information about the fields on the Archive tab, select the toolbar
Help button then Archive tab.
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Learning Point: The Typical Value, Zero and Span on these points were changed because
they all have a range of 60 to 150 in the SoftLogix Controller. These changes are not
instantaneous, but are implemented by the Interface within a few seconds of making the edit.
When using the Point Builder plug-in, you must select, configure and save each point
individually. When each point is saved, you will receive a corresponding entry confirming
your changes in the Session Record pane at the very bottom of the display:
17. Now select to the Classic Tab for CLX1.T200_Demo_Temp.PV. Make the point Polled (as opposed
to Advised) by changing Location 3 from 1 to 0 as shown below:
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Learning Point: See the table below for the locations definitions. The edit above makes
CLX1.T200_Demo_Temp.PV from Unsolicited/Advised to Polled.
Learning Point: Historian tags can be Advised (default) or Polled. Advised tags are not sent
to the Historian snapshot if they are not changing. Polled tags are periodically sent to the
Historian snapshot even if the value does not change.
With Exception and Compression disabled and the point changed to Polled, the Temperature
for Tank T200 will be placed in the archive every second even if the value does not
change.
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19. Return to the FactoryTalk Administration Console Historian Server Properties and click Manage in
MS Excel to launch the Tag Configurator:
20. Observe the 11 tabs and associated ribbons located across the top of the Excel 2010 interface:
Learning Point: The PI ribbon at the far right is FactoryTalk Historian DataLink.
DataLink will be covered later in the lab.
21. The Add-Ins ribbon is for use with the PI-SMT menu the System Management Tools (also known as
Tag Configurator). Select the Add-Ins ribbon and observe the PI-SMT menu:
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Learning Point: The PI-SMT menu permits Excel to perform various tasks with points in the
Historians database. For more information, select Help from the bottom of the menu. In
order for the Add-Ins ribbon to display in Excel, you must first install the System Management
Tools from the FactoryTalk Historian CD and then configure Excels Add-Ins in order to view
them under the Add-Ins tab. In this lab, these steps have been completed for you in the
interest of saving time.
22. On the PI-SMT menu, select Import Tags. Click OK to accept the default tag import specifications:
Learning Point: In some cases, you would change the defaults in this dialog to filter/limit the
number of tags you import into Excel.
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23. At the end of the Import a dialog will be visible with a summary of the import. Note the number of
tags successfully imported:
Learning Point: The number of tags imported into Excel (1573) exceeds the number of tags
reported earlier during Auto Discovery (1423) by 150. These additional 150 tags consist of 10
system demo tags and 140 system health tags that existed in the database even prior to
the Auto Discovery. Note: These 150 system tags do not count against activation.
24. Click the OK button to clear the dialog box and review the tags in Excel. The worksheet should be
populated with 1573 points (rows) from the Historian:
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Column S: excdev
Column T: excdevpercent
(expression deviation)
(expression deviation percent)
Learning Point: Refer back to Section 1 of this lab manual for more information on
Compression and Exception deviation.
Create a descending sort on the data using Column D (changedate) using the steps below:
select Column D
select the Data ribbon, then the Sort icon:
select Expand the selection (the default) and then click Sort
in the Sort dialog, select changedate, Values and Newest to Oldest as shown below:
click OK
26. The 3 CLX1.Tx00_Demo_Temp.PV tags should appear at the very top of the sort (if they dont, you
need to close this workbook and repeat steps 11 23).
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Learning Point: These are the 3 tags you modified individually moments ago using the
SMTs
Point Builder plug-in. Those same changes can also be performed in Excel using Tag
Configurator (i.e., the PI-SMT menu on the Add-Ins ribbon) and then exported back to the FT
Historian database. The advantage of using the Tag Configurator (as opposed to the SMT
Point Builder) is that you can make changes to a large number of tags (or all tags)
simultaneously and then export them back to the FT Historian database.
27. Scroll horizontally to column AN (span) and you should see that all 3 tags have the modified Span
value of 90.
28. We are not going to make (export) any additional tag changes at this time, so you can Exit Excel
(you do not need to save the Book1 file).
29. Return to the FactoryTalk Administration console and close any open dialog boxes.
30. Expand the Production Historian item and then open up the properties dialog for the FactoryTalk Live
Data Interface #1 (FTLD1) by right-clicking on the FTLD1 Interface and selecting Properties:
31. Note that the Service Status is Started and the Startup Type is Automatic as shown below:
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32. Select the Scan Classes tab to observe the 10 default scan classes of the FactoryTalk Live Data
Interface (and the ability to add/modify scan classes):
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Learning Point: You have now verified the settings for your FactoryTalk Live Data (FTLD)
Interface #1. It is possible to have multiple FTLD interfaces (e.g., FTLD2, FTLD3, etc.)
associated with only one FT Historian server, but using multiple interfaces on multiple host
computers is beyond the scope of this basic lab.
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The Trending object for FactoryTalk View that has been modified for use with Historian data
How to add a trend to a View project and how to configure it to plot data from the Historian Follow the
steps below to complete Section 3.
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2. Select the View Site Edition (Network Station) application type as shown below:
Learning Point: FactoryTalk Historian SE does not integrate with View Site Edition
(Local Station or View Machine Edition applications.
Learning Point: The InstaCorp application was pre-created in the interest of saving time.
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2. Add a new trend to the bottom of the screen by selecting the toolbars Trend button (looks like a
button with an N and circled below) or by selecting Objects > Advanced > Trend. Then, click and
drag a rectangular box selection on the lower portion of the display.
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4. On the General tab, note that the Data Server default = Real-time data server. Change this to
Poll historical data as shown below:
Learning Point: Real-time data server means that the data originates from the Historian
snapshot and only exception filtering has been applied (if configured). Poll historical data
means that the data originates from the Historian archive file, and that both exception and
compression filtering have been applied (if configured).
5. On the Pens tab, change the Pen Source to Historian Server.
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6. Click on the Add Pen(s) button and then click on button to search for point names.
7. In the Tag Search dialog, change the Tag Mask field to *.PV (as shown below) and click Search:
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8. The search should return 6 tags, but we are currently only interested in 3 of them. Using Ctrl-Click,
select the 3 Temperature related tags (recently renamed) as shown below:
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12. Click the Trend Properties dialogs OK button to save your 3 new pens:
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Learning Point: As observed previously using the Rockwell Software Data Client, the T100
temperature cycles continuously. The T200 & T300 temperatures are controlled with the
buttons and the cycles run roughly 90 seconds. There is a short delay before the pens
appear because this is historical data from the FT Historian archive (as opposed to live data
from RSLinx Enterprise).
Leave the View SE Client open, because you will need it for the remaining sections of the lab.
Close View Studio.
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DataLink adds a new menu to Microsoft Excel, from where it is possible to retrieve data in various
formats, such as archived data, sampled data, time filtered data, timed data etc. The Add-in works directly
with Excel formulas and expressions, and it is possible to use either the Excel time expressions or the
Historian time expressions to identify the time intervals for the data retrieval.
How to use Excel cells to configure the reports and trends (points and time line) Follow the steps
below to complete Section 4.
Current value
Tag attributes
Totals, minima, maxima, standard deviations, ranges, averages, counts and means for FactoryTalk
Historian tags and FactoryTalk Historian expressions
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: (NOW)
18-feb-05 16:00:00
+8h : + 8 hours
Combined
t+8h : today + 8 hours
dd-mmm-yy HH:mm:ss
dd Day
mmm
yy Year
mm Minutes
ss Seconds Example:
18-feb-05 10:43:29
"Date" fields default to the current date "Time"
fields default to 00.
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Relative Time
Number of:
Hours (h)
Minutes (m)
Seconds (s)
Weeks (w)
Days (d)
Years (y)
Months (m)
Combined Formats
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Open Excel
1. Double-click the Excel file Tank Temperatures.xls on the desktop.
2. Select the PI ribbon and observe the various functions available for use with the Historian data. With
this menu it is possible to extract data points to Excel for calculations, displaying trends, etc.:
Learning Point: In order for the PI ribbon to display in Excel, you must first install the
DataLink Client from the FactoryTalk Historian CD. In this lab, these steps have been
completed for you in the interest of saving time.
3. Select cell B5 and then select Compressed Data > Values for today from the PI ribbon:
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4. In the Compressed Data dialog, enter/select the following (as shown below):
Time Range
Start Time to *
End Time to *-30s
select hide count
select show timestamps
5. Next, click the Tagname(s) button to open the Tag Search dialog.
6. In the Tag Search dialog, select Favorites > Last Search (which should be *.PV). Select the
CLX1.T100_Demo_Temp.PV tag (as shown below) and click the OK button:
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3. Click the Compressed Data dialog OK button (lower right hand corner) to export the data into Excel
as shown below.
Learning Point: The data for Tank 100 is always changing in the SoftLogix controller;
however DataLink only shows you a point-in-time snapshot of the data that was stored in
the FT Historian. To refresh the Tank 100 data, select the toolbar Update button (the default
is every 5 seconds).
4. Return to Excel and repeat steps 1-5 for Tank 200 (cell E5), this time selecting the
CLX1.T200_Demo_Temp.PV tag in step 5.
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Learning Point: For Tank 200, you should receive records time stamped at 1 second
intervals even if the data is not changing. The time stamps are every 1 second because there
is no exception or compression deviation and the T200 point is Polled (as opposed to
Advised).
5. Return to Excel and repeat steps 1-5 for Tank 300 (cell H5), this time selecting the
CLX1.T300_Demo_Temp.PV tag in step 5.
Learning Point: Expect no values for T300 initially because like T100 - this point is
Advised (as opposed to Polled) and because its temperature cycle must be started manually
using the Start button in the View SE client.
6. Return to the FactoryTalk View SE client and Start the cycle for Tank 200. Return to Excel and
observe the timestamps that begin to populate column E and the changing values that begin to
populate column F.
Learning Point: Return to the FactoryTalk View SE client to monitor and control the cycle for
Tanks 200 and 300. Return to Excel to observe the changes.
7. Optional: Observe that the most recent data is at the top of the 3 Temp columns. This can be
changed by reversing the times specified in Step 2 to Start Time of -30s, the End Time to *.
8. Select cell K5 in the worksheets open space to the right and select Insert Trend from the PI ribbon:
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9. In the Trend Wizard, select Data from PI and click the button to select the tags.
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11. Select the Markers box for all three points as shown below and click Next:
Learning Point: When checked, a data event is indicated with a Marker on the trace.
12. Set the StartTime to *-2m, the End Time to *, and check Enable Updates (as shown below)
then click Next:
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13. Change the Trend Title to Temperature Trend (as shown below) and click Finish to add the trend to
the report.
14. The report is now finished with actual data and a trend:
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Learning Point: This data is from the FT Historian archive. Each data event in the archive is
indicated with a marker on the trace. For more information, right-click on the trend, select
Define Trend and click Help.
15. Make sure that the upper-left most cell of the Trend is K5. If not, move the trend by right-clicking on
the Trend and selecting Move/Resize and entering K5:
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3. Use the cell pickers on the right hand side of both time fields to link the appropriate worksheet cells to
the start and end times as shown below:
4. Click Finish. Change the Start time (M3) and End time (O3) values and observe how it affects the
chart.
5. Exit Excel. You do not need to save the file.
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that can be used by manufacturing operators, engineers, supervisors, management and executives
throughout a plant to manage cost, quality, production, assets and resources more effectively.
FactoryTalk VantagePoint is configured to connect to Logix and FactoryTalk Historian so users can begin
producing meaningful, pre-configured reports almost immediately
Create Instance of the production line and Tank
1. Launch VantagePoint Manager (Start > All Programs > Rockwell Software> FactoryTalk
VantagePoint > Manager).
1. The left hand pane displays the VantagePoint model (tree-like structure). Select MyEnterprise.
2. Right-click on MyEnterprise and select New > Folder. Name the folder InstaCorp.
3. Right-click on InstaCorp and select New > Folder. Name the folder Reports
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Learning Point: Later in the lab, well place the InstaCorp related reports we create in this
folder.
4. Right-click on InstaCorp and select New > Folder. Name the folder InstaSoap.
5. Right-click on InstaSoap and select New > Folder. Name the folder Mixing.
6. Right-click on Mixing and select New > Folder. Name the folder Tank100 Repeat and also
create Tank200. Repeat and also create Tank300:
Learning Point: Later in the lab, well place tags in these 3 Tank folders.
Create a FactoryTalk connector
7. In the VantagePoint model, navigate to System.Sources.FactoryTalk.
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Learning Point: The FactoryTalk connector is for the Production Historian we created in the
FT Administration Console earlier in the lab.
The FactoryTalkHistorian connector is for additional FactoryTalk Historians that are external
(i.e., reside in a different FactoryTalk Directory).
9. In the User name field, enter ftadmin. In the Password field, enter ftadmin. Check the checkbox
that states This is an existing account. Use it as the FactoryTalk user instead as shown below:
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Learning Point: In the interest of saving time, the FactoryTalk User name ftadmin was
precreated for you.
12. Select the option I would like to import FactoryTalk Historian tags and click Next.
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14. The Historian ME dialog is not applicable to this lab, so simply click Finish.
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15. After 60-75 seconds you will see a dialog box when the import is completed:
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Using Trend
In this section, you will explore many of the features available in VantagePoint Trend.
Start Trend
1. Launch VantagePoint Trend (Start > All Programs > Rockwell Software> FactoryTalk
VantagePoint > Trend)
2. Navigate to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags as
shown below:
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5. Enter Demo_Temp in the Name field as shown below and click Apply.
6. The list of tags is filtered to only show tags that contain Demo_Temp in the tag name. Find the
following 3 tags in the tags list and drag-and-drop them into the trace window on the right.
CLX1.T100_Demo_Temp.PV
CLX1.T200_Demo_Te
mp.PV
CLX1.T300_Demo_Temp.PV
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Learning Point: Notice that the timestamps do not change because this Trend is
currently only a point in time snapshot until Live Mode is selected.
8. Return to the FactoryTalk View SE client and Start the T200 Temp Cycle. Return to Trend and
observe the trace for T200.
9. Return to the FactoryTalk View SE client and Start the T300 Temp Cycle. Return to Trend and
observe the trace for T300.
10. On the Trend tool bar, enable the X/Y cursors to perform trace analysis.
11. On the Trend tool bar, zoom in and out.
Publish a Trend
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Publishing is used to make your trend report visible to any licensed FT VantagePoint user through a
browser. It facilitates process analysis by allowing users to share trends.
13. Using the trace from the previous section, select File > Publish.
14. Select the MyEnterprise.InstaCorp.Reports folder.
15. In the Name field, enter Mixing Tank Temperatures Trend and then click the Publish button (as
shown below):
16. Launch VantagePoint Portal (Start > All Programs > Rockwell Software> FactoryTalk
VantagePoint > Portal).
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Learning Point: The VantagePoint Portal works with Internet Explorer and is used on client
computers where only viewing of reports is required.
18. Browse the tree to MyEnterprise.InstaCorp.Reports and select Mixing Tank Temperatures Trend.
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19. The Trend is generated and displayed in the pane on the right.
20. Return to the FactoryTalk View SE client and Start the T200 Temp Cycle. Return to Trend and
observe the trace for T200.
21. Return to the FactoryTalk View SE client and Start the T300 Temp Cycle. Return to Trend and
observe the trace for T300.
22. Optional: Launch other Sample Reports under the MyEnterprise folder. When finished, Close
VantagePoint Portal (Internet Explorer). Close VantagePoint Trend (if still open).
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In this section, you will use the VantagePoint Excel Add-in wizard to create a simple report. The wizard
will guide you through the steps necessary to bring VantagePoints rich data into Excel where it can be
formatted to create powerful reports.
1. Return to VantagePoint Manager.
2. Navigate to System.Sources.FactoryTalk.localhost.Historians.Production Historian.Tags as
show below:
3. Drag and drop CLX1.T100_Demo_Temp.PV into the recently created Tank100 folder. Click on
Tank100 and ensure that the tag appears in the Item Name area as shown below:
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5. Navigate to MyEnterprise.InstaCorp.InstaSoap.Mixing.Tank100.
6. Select the CLX1.T100_Demo_Temp.PV tag and move it to the right pane using the > button as
shown below:
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8. Click Next.
9. In the Time Selection dialog, select the Last minute from the drop down time selector and click Next.
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5. In the Summary dialog, select Browse to published report and click Finish. Your published report
should be displayed in the VantagePoint Portal. Click Generate to refresh the report.
Learning Point: This report is now available to any licensed VantagePoint client with a
browser. Excel is not needed on the client computer to view the report.
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Learning Point: Notice that the Last Run Time = Never. This backup has only been
scheduled, but not actually executed.
3. Repeat the Backup (step #1) again. When the task is complete, return to the FTHBackup folder
and notice the additional pibackupdatetime.txt file.
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Learning Point: The second backup you performed created a second text file and added
new data the first (i.e., it is incremental). Each subsequent scheduled backup will also be
incremental (and will create another text file).
4. Right-click on the PI Server Backup schedule task and select Properties. Observe the 4 tabs and
the settings that can be changed to modify this scheduled task:
5. Close the PI Server Backup dialog, the Task Scheduler and Windows Explorer.
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Performance Equations and Totalizers are used for just that. Performance Equations (PEs) are used to
generate derived values based on collected values and Totalizers are used to generate statistical results
based on the captured data.
3. Click on the new performance equation toolbar icon to the left of Tag Mask.
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4. On the general tab, fill in the Name Tank_Combined_Volume and Descriptor Combined volume of
T100 and T200. Select the Point type Float32 as shown below:
5. On the Equation tab, manually enter the Equation below - or - use the Equation browse button to
search for the tags to build this equation:
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T100_Demo_Volume.PV +
InstaCorp.InstaSoap.Mixing:RSLinx Enterprise:CLX1.T200_Demo_Volume.PV
Learning Point: The volume tags still have their original (long) names because we did not
rename them in Section 2 them like we did the temperature tags.
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6. Click the Evaluate button to check the syntax. Correct any syntax errors before proceeding.
7. On the Scheduling tab, specify Clock scheduling and a Scan class of 1 as shown below:
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9. Finally, click the save performance equation icon on the toolbar. You should see a new Successfully
created PE Tag session record:
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10. Navigate to the Current Values plug-in under the Data group and view (add) the two tank volumes
tags and the new Tank_Combined_Volume PE tag as shown below. Make sure you click the start
button on the toolbar to initiate the updates:
Learning Point: The Tank_Combined_Value PE tag should update every 1 second based
on the scan class selected (1).
Create a Totalizer
1. Select the Totalizers plug-in under the Points group.
2. Click the new totalizer icon to the left of the Tag Mask.
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field:
T100_Temp_Cycle_Avg
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5. Complete the Results tab as shown below: Write final results: Based on a trigger event
Details: When the following expression changes CLX1.T100_Demo_Temp.PV > 60.1 (Same
expression as used on the Sampling tab)
Write interim results: Do not write interim results
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