Honeywell Intuition Excel Add-In User's Guide
Honeywell Intuition Excel Add-In User's Guide
User's Guide
R213.1
Jul 2016
Release 213.1
Honeywell
Notices and Trademarks
While this information is presented in good faith and believed to be accurate, Honeywell disclaims
the implied warranties of merchantability and fitness for a particular purpose and makes no
express warranties except as may be stated in its written agreement with and for its customers.
In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The
information and specifications in this document are subject to change without notice.
Prerequisite Skills
The audience should have good working knowledge of Microsoft Excel 2010 or later and should
be familiar with data sources and about the entities that must be configured.
Release Information
Document Name Document Release Publication
ID Number Date
Document Category
Configuration
If this product was acquired in response to an approved RQUP, guidance regarding available
technical assistance will be provided on approval of the RQUP.
Symbol Definition
Advanced and Reporting – Must be selected when you want to only view data or
entity information and not modify it. The difference between these two functions is
that when you choose the Advanced function, you can only view the data or entity
information from a single table in the data source whereas, when you choose the
Reporting function, you can view data or entity information from multiple tables.
Another difference between Advanced and Reporting is, in Reporting, the Data
Reference attributes of a data or entity holds the value of the Data Reference, but in
case of Advanced, it holds the Data Reference Configuration information.
Configuration – Must be selected when you want to insert, or modify data, or entity
information.
1.2 Audience
The document is intended for:
Intuition developers
Plant Operators
2.2 Overview
You can install the Intuition Excel Add-in on a server or a client computer.
Microsoft Office 2010 (32 bit or 64 bit) or Microsoft Office 2013 (32 bit or 64
bit).
Make a note of the Intuition Web server name and http port number to which
you want to connect the client computer.
To install Excel Add-in:
Step Action
1 Download the Excel Add-in installation package from AppStore on to your
local machine.
Step Action
2 Run the Setup.exe file from the installer package.
The Custom option can be used when there are multiple components in the
installation package and you can select the required components to be
installed in the machine.
11 For Microsoft Office 2010 (32 bit or 64 bit) or Microsoft Office 2013 (32 bit or
64 bit), the default installation path for Excel Add-in is C:\Program Files
(x86) for 32 bit, and the installation path is C:\Program Files for 64 bit.
To change the default installation path, click Browse and select a folder.
13 Click Next.
The installer checks if all the prerequisites for Excel Add-in installation are
installed in the machine.
If yes, Web Server Information page appears as shown below.
If the prerequisites are not installed, an Error Summary page appears
listing out the prerequisites for installing Excel Add-in component.
Step Action
14 Enter the Intuition Web server details:
In the Intuition Web Server Host Name box, enter the name of the web
server in which the Intuition Core System is installed.
In the Intuition Web Server Port no box, the default port number 80 is
displayed. Enter the port number used while setting up the Intuition Web
server.
15 Click Next.
ATTENTION
If any software requirement is not met, it is displayed on the Summary page.
Click Cancel to terminate the installation, install the missing requirements,
and restart the installation process.
16 On the Summary page, click Finish.
ATTENTION
If due to some reasons the component installation fails, an error message
appears. Read the error message and contact technical support with the error
message, for further assistance in installing the component.
ATTENTION
After installation, if you want to use a different Intuition server for Excel Add-
in, open the Honeywell.MES.Core.UX.Office.Excel.dll.config file, located at
C:\Program Files (x86)\Honeywell\MES Excel Add-in. Ensure you change the
machine name and port number as required in the following code.
2.5 Upgrading
ATTENTION
If you want to migrate this component using a user account different from the
one used during installation, ensure that the user account belongs to the
following Windows groups:
In a single server scenario, you must be a part of all the three groups
Windows Administrator, MESSystemAdministrator, MESDBUSER in the
server and SYSADMIN group of the SQL database.
In case of dual server scenario, the user account must be a part of the
MESSystemAdministrator group in the Application/Web server, the
MESDBUser group in the database server, and the SYSADMIN group of
the SQL database.
In case of three server scenario, the user account must be a part of the
MESSystemAdministrator group in the Application server, the
MEDBUser in the Database server, and the SYSADMIN group in the
SQL database. In addition, the user account must be a part Windows
Administrator group on all the three servers.
If you are an existing user of Intuition Excel Add-in and have a previous version of
R210.2 installed in you system, you must uninstall the earlier version to install the latest
version. Ensure that the latest Windows Updates are installed in the system.
If you are already using R210.2 or a later version, you can upgrade to the latest version.
To upgrade Excel Add-in:
Step Action
1 Download the latest Excel Add-in Installer package from the AppStore on to
your machine.
2 Run the Setup.exe file from the installer package.
ATTENTION
It is recommended that you also refer to the Software Change Notice for the
latest information and any known issues.
ATTENTION
If you want to uninstall this component using a user account different from the
one used during installation, ensure that the user account belongs to the
following Windows groups:
In a single server scenario, you must be a part of all the three groups
Windows Administrator, MESSystemAdministrator, MESDBUSER in the
server.
In case of dual server scenario, the user account must be a part of the
MESSystemAdministrator group in the Application/Web server, and the
MESDBUser group in the database server.
In case of three server scenario, the user account must be a part of the
MESSystemAdministrator group in the Application server, and the
MEDBUser in the Database server. In addition, the user account must be
a part Windows Administrator group on all the three servers.
Step Action
1 Choose Start > Control Panel > Programs > Programs and Features.
Or
To uninstall all the Intuition components, choose the Packages tab and
click Uninstall All.
Step Action
ATTENTION
In a three server and Split server installation scenario, the Maintenance Tool
page lists only the service installed on a server. You must uninstall the OPC
DA services from the respective servers.
4 The Uninstall Confirmation window is displayed prompting you to confirm
that the component is not being used by other applications.
3.2 Overview
This chapter describes the tasks to be done before performing the Excel Add-in
operations.
Step Action
The Intuition Data template is installed on the computer along with the Intuition Excel
Add-in installation. The templates are installed in the default folder that is specified
during installation.
Using the Intuition Data template, you can configure and view information related to
entities in the data source.
When you open the Intuition Data template, a Honeywell Intuition ribbon tab
appears on the menu bar of Microsoft Office Excel.
When you click the Honeywell Intuition ribbon tab, the Data Actions, Show/Hide,
and Settings ribbon groups appear.
Step Action
2 Click the Honeywell Intuition ribbon tab.
The ribbon group appears.
3
In the Settings ribbon group, click .
5 Click Connect.
2 In the configuration file, change the machine name and port number as
required in the following XML snippet:
Step Action
<add key="MESWebServerRoot"
value="http://machinename:portnumber" />
4.2 Overview
This chapter describes the various functions that can be performed using excel add-in.
Procedure
Step Action
1 Select the Intuition Data template and click OK.
REFERENCE – INTERNAL
To know how to open the templates, refer to the section, Opening the Template.
2 Click Query Pane on the Honeywell Intuition ribbon tab.
3 In the Document Actions Pane, under Query group box, specify the following:
a Select the data source from the Data Sources drop-down list.
b Select the function from the Function drop-down list. Based on the
selection, the configured entities are listed in the Data drop-down list.
Step Action
d In Columns group box, select the check box besides the field you want
to view in the work sheet. The options in the Columns group box
appear based on the data or entity you select in the Data drop-down
list.
e Select the cell in the worksheet starting from where you want the data or
entity to be displayed. The cell address appears in the Starting Cell text
box.
Step Action
displayed is set as 1000. But you can change the value and enter
any number within 10000.
Under the Filter group box, specify the filter criteria using the information given
4
in the following table. The fields in the Filter group box appear based on the
selected data or entity.
For example: A*
Integer
Boolean
TIP
Instead of specifying the value for filter in the Actions Pane, you can use the
value from a cell as a reference. To do this, select the cell from which the value
has to be used and select the Reference option of the filter criterion. The cell
address automatically appears in the field.
Ensure that the filter criteria entered in the cell matches the filter criteria data
Step Action
type. The search is carried out based on the contents in the cell that is provided
as a reference.
5 From the Sorted by drop-down list, choose the data or entity property based on
which the data must be sorted. The options in the Sorted by drop-down list are
the same as the options that appear in the Filter group box.
6 Click Ascending or Descending.
7 Click Get Data to retrieve the data from the data source to the selected
worksheet.
Ensure that you have enough blank columns (towards the right) and blank rows
(towards the bottom) from the selected cell.
8 View the information retrieved in the worksheet and save the sheet, if required.
TIP
From the main menu, choose Data Actions > Refresh All to view the current
values of the data in the table which is retrieved from the data source.
REFERENCE - INTERNAL
For more information about how to open the templates, see Opening the
Template.
2 In the Honeywell Intuition ribbon tab, click Query Pane.
Step Action
4 Click Get Data to retrieve the data from the data source to the selected
worksheet.
Ensure that you have enough blank columns (towards the right) and blank rows
(towards the bottom) from the selected cell.
Or
5 From the main menu, choose Data Actions > Refresh All to retrieve the data
to all the tables in the worksheets. The following message appears:
The data is refreshed and unpublished data will be lost. Do you want to
continue?
a Click No to stop retrieving the data from the data source.
Or
b Click Yes. The Refresh All Status message box is also displayed
indicating whether the data retrieval status in each of the sheets is a
Success or a Failure.
Step Action
If the data retrieval status for a query is a failure, read the error message
appearing in the Message column and take the required action. Click
Refresh All again and check if the status for all the queries is successful
and close the dialog box.
6 Select a cell in the table of the work sheet where you need to insert a record and
type the data. In this example, a record with name System and description
Attributes used to control system record is inserted.
The following rules must be applied before entering a record in the sheet:
The name provided for a record must be unique as the data or entity in a
table is identified by the name.
28 Honeywell Intuition Excel Add-in User's Guide R213.1
Honeywell Jul 2016
4. Excel Operations
4.4. Configuring Data or Entity
Step Action
For example,
0:100
The generated
Random Value
must be between
o and 100
7 To save the changes made in the current worksheet to the data source, click
Publish. The Publish message box appears.
a Click Overwrite Only Modified Data to apply only to the rows modified
in a particular table or click Overwrite All Data to save all the records in
the particular table.
b Click Publish.
OR
Step Action
In the Publish All message box, select one of the following options:
a. Click Overwrite Only Modified Data to apply only to the rows modified
in a particular table or click Overwrite All Data to save all the records in
the particular table.
b. In the Query list, ensure that the entities are listed in the correct order.
You can use the arrows to move them up/down in the list.
c. Click Publish.
Step Action
a If the data retrieval status for all queries is successful, click Close or else
read the message appearing in the Message column and take the
required action.
b Click Close in the Publish All Status message box.
8 The information you added or modified in the worksheets is now written to the
data source.
TIP
The information from the worksheets is overwritten in the order displayed in the
Query list. The order is read-only and cannot be modified in the current version
of the application.
Step Action
1 Select the IntuitionData template and click Ok.
REFERENCE - INTERNAL
To know how to open the templates, refer to the section, Opening the Template.
2 In the Honeywell ribbon tab, click Query Pane.
c From the Data drop-down list, select the data for which you want to
insert information.
d In Columns group box, select the check box besides the field you want
to view in the work sheet.
e Select the cell in the worksheet starting from where you want the data to
be displayed. The cell address appears in the Starting Cell text box.
Ensure that you have enough blank columns (towards the right) and blank rows
(towards the bottom) from the selected cell.
5 Modify the records for the data or entity.
6 Click Publish.
Step Action
ATTENTION
Ensure that the name provided in the Name column for a record is unique as the
data or entity in a table is identified by the name.
Perform the following if you see an error message after opening the sheet on a different
computer.
Step Action
1 Open the excel sheet you want to modify.
2 If the sheet was created in a different computer, two consecutive error messages
are displayed. Read through the messages and proceed.
Step Action
3 In the ribbon tab, click the Add-Ins menu.
The sheet is opened in the template. The template and the existing entity or data
record are opened. You can insert or modify the required records.
5.2 Overview
This chapter provides information about how to localize the Intuition Excel Add-in
component.
To localize any component, you must translate the resources corresponding to the
component that are grouped and saved in a Translation Tool Project file (TTP). During
the localization process, you can choose the language in which you want to localize the
resources, from the list of languages supported by Intuition Localization tool, and add it
to the project.
REFERENCE - EXTERNAL
For installing Localization tool using Honeywell Intuition Localization-Tool
MSI, see the Honeywell Intuition Localization Tool Installation Guide available
with the Localization toolkit.
Once the installation is complete, read through the help information available
in the tool to get familiarized with the tool and some of the terms used in this
chapter.
To translate resources:
Step Action
1 Choose Start >All Programs > Honeywell > Localization Tool.
[LocalPath]\Excel Add-in\Localization
3 Click OK.
The resource files are displayed in the left pane as shown below.
4 On the left pane, right-click the main node (MES Foundation Excel) and
select Reload All Repositories.
5 From the main menu, choose Language > Add Language.
6 Select the language and click OK.
The selected language appears in the project tree under the resource node
(for example, Chinese (Simplified, PRC)). The selected language is applied to
all the repositories in the project.
All the strings in the resource are displayed on the right pane.
8 Translate all resource strings to the required language using the procedure
you follow to translate the resource strings.
Step Action
9 Once you translate the resource, select the Localized check box to localize
the resource string. Repeat this step to localize all the resources in the
project.
10 Choose File > Save and provide the location where you want to save the
updated project in your local machine.
The project file (ttp file) and the repository files (ttr files) are saved.
11 Send the saved ttp and ttr files for signing to
MESR&[email protected].
It is mandatory to sign all the output binaries created using ttp files as part of
Intuition Localization. For more information about signing, see
http://msdn.microsoft.com/en-us/library/ms537361(v=vs.85).aspx.
[BuildPath]\LT\Toolkit
2 To install/register the dlls in GAC, open the command prompt window and
execute the following command:
C:\>Honeywell.MES.Sample.MESGACInstallUtility “Assembly”
For example:
C:\>Honeywell.MES.Sample.MESGACInstallUtility
“D:\Localized\Resource.dll”
The resource file is registered successfully in GAC.
Step Action
1 Choose Start > Control Panel > Regional and Language Options. The
following dialog box appears.
Step Action
2 Choose the location and language from the drop-down list and click OK.