MicroSCADA X SYS600 10.

5
Historian Monitor Configuration
 Document ID: 1MRK 511 642-UEN
Issued: February 2023
Revision: A
Product version: 10.5

© 2023 Hitachi Energy. All rights reserved.

1MRK 511 642-UEN Rev. A Table of contents

Table of contents

Section 1 Copyrights......................................................................................................5

Section 2 Introduction....................................................................................................7
2.1 This manual...........................................................................................................................7
2.2 Use of symbols......................................................................................................................7
2.3 Intended audience.................................................................................................................7
2.4 Related Documents...............................................................................................................7
2.5 Document conventions..........................................................................................................7
2.6 Document revisions...............................................................................................................8

Section 3 Configuring the Tree......................................................................................9

3.1 Basic UI components............................................................................................................ 9
3.2 To set tree properties...........................................................................................................10
3.3 To set tree items properties................................................................................................. 11
3.3.1 General Tab....................................................................................................................... 11
3.3.2 Translations Tab................................................................................................................ 12
3.3.3 Security Tab.......................................................................................................................12
3.4 Tree Items List Window.......................................................................................................13
3.5 Creating Tree Items.............................................................................................................14
3.5.1 To create a new folder.......................................................................................................14
3.5.2 To create a new node from a template.............................................................................. 14
3.6 Moving, Copying, and Deleting Tree Items......................................................................... 15
3.6.1 To move folders and nodes by dragging with the left mouse button................................. 15
3.6.2 To copy, move, or create a shortcut by dragging with the right mouse button.................. 15
3.6.3 To copy folders and nodes with Copy and Paste.............................................................. 16
3.6.4 To delete folders and nodes.............................................................................................. 16

Section 4 Configuring Chart Windows....................................................................... 17

4.1 Inserting graphs into chart windows.................................................................................... 17
4.2 Graph properties ................................................................................................................ 18
4.2.1 General tab........................................................................................................................19
4.2.2 Items tab / Appearance tab............................................................................................... 20
4.2.3 Past tab............................................................................................................................. 21
4.2.4 Future tab..........................................................................................................................22
4.2.5 Advanced tab.................................................................................................................... 23
4.2.6 Limits and statistics tab..................................................................................................... 23
4.2.7 Calculation tab...................................................................................................................24
4.3 Specifying information shown in the legend........................................................................ 25
4.4 Changing graph properties in the legend............................................................................ 26
4.5 Deleting graphs from chart windows................................................................................... 28

Section 5 Configuring List Windows.......................................................................... 29

5.1 Properties dialog................................................................................................................. 29

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Table of contents 1MRK 511 642-UEN Rev. A

5.2 Open list window................................................................................................................. 32

Section 6 Configuring Equipment Model................................................................... 33

6.1 Assigning new displays to Equipment Model...................................................................... 35
6.2 Adding a new group to Equipment Model hierarchy............................................................36
6.3 Assigning variables to Equipment Model groups................................................................ 38

Section 7 Configuring template report....................................................................... 41

7.1 Creating a report using a template...................................................................................... 41
7.2 Report configuration ........................................................................................................... 41
7.2.1 Accessing report configuration dialog............................................................................... 41
7.2.2 General tab........................................................................................................................42
7.2.3 Levels tab..........................................................................................................................45
7.2.3.1 Levels – General tab.................................................................................................... 46
7.2.3.2 Levels – Variables tab.................................................................................................. 49
7.2.3.3 Levels – Copy tab........................................................................................................ 55
7.2.3.4 Levels – Order tab........................................................................................................56
7.2.4 Advanced tab.................................................................................................................... 56
7.2.4.1 Advanced-General tab................................................................................................. 58
7.2.4.2 Advanced-Order tab.....................................................................................................58
7.2.5 Chart tab............................................................................................................................58
7.2.5.1 Chart-General tab........................................................................................................ 59
7.2.5.2 Chart-Layout tab.......................................................................................................... 60
7.2.5.3 Chart–Order tab........................................................................................................... 61
7.2.6 Sheet tab...........................................................................................................................61
7.2.6.1 Sheets-General............................................................................................................ 62
7.2.7 Product filter tab................................................................................................................ 62
7.2.8 Archiving tab......................................................................................................................62
7.2.9 Email tab........................................................................................................................... 64
7.2.10 Version tab........................................................................................................................ 64
7.2.11 Adding a logo to the report................................................................................................64
7.2.12 User tailored Excel file.......................................................................................................65

Section 8 References to Windows.............................................................................. 67

8.1 To define references to windows......................................................................................... 67

Section 9 Administration Logs and Lists................................................................... 69

9.1 SQL Maintenance Log.........................................................................................................69
9.2 User Logs............................................................................................................................ 69

Section 10 Templates..................................................................................................... 71
10.1 Introduction..........................................................................................................................71
10.2 Inheritance, Templates and Base Templates.......................................................................72
10.2.1 Inheritance Rules.............................................................................................................. 73
10.2.2 Inheritance Example..........................................................................................................73
10.3 Creating Templates............................................................................................................. 76
10.3.1 Layout Definition and Run Modes..................................................................................... 77
10.3.2 Creating a Base Template in a Base Template Folder...................................................... 77

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1MRK 511 642-UEN Rev. A Table of contents

10.3.2.1 To create a template from an existing base template or chart window........................ 77

10.3.2.2 To create a new base template from scratch............................................................... 77
10.3.3 Adding Controls.................................................................................................................78
10.3.3.1 To add controls.............................................................................................................78
10.3.4 Defining the Position and Size of the Controls.................................................................. 79
10.3.4.1 To temporarily select a group of controls..................................................................... 79
10.3.4.2 To remove a control from a selection group................................................................. 79
10.3.4.3 To cancel the selection group.......................................................................................79
10.3.4.4 To adjust the size, position or layout of the controls.....................................................79
10.3.5 Defining Properties of the Controls................................................................................... 80
10.3.5.1 To change a property value..........................................................................................81
10.3.6 Defining the Anchors of the Controls.................................................................................81
10.3.6.1 To change the anchor types......................................................................................... 83
10.3.7 Connecting Controls..........................................................................................................84
10.3.7.1 To connect a control with other controls.......................................................................85
10.3.7.2 To select a control to update the connections.............................................................. 85
10.3.7.3 To connect a control..................................................................................................... 86
10.3.7.4 To disconnect a control................................................................................................ 86
10.3.8 Creating a Template for the Base Template...................................................................... 86
10.3.9 Copying Templates and Base Templates.......................................................................... 87
10.3.10 Examples of Templates..................................................................................................... 88
10.3.10.1 Chart Window with One Chart......................................................................................88
10.3.10.2 Chart Window with Two Charts.................................................................................... 90

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4
1MRK 511 642-UEN Rev. A Section 1
Copyrights

Section 1 Copyrights GUID-03127CB5-2F5A-4099-A5DC-20E63835472E v6

The information in this document is subject to change without notice and should not be construed as
a commitment by Hitachi Energy. Hitachi Energy assumes no responsibility for any errors that may
appear in this document.

In no event shall Hitachi Energy be liable for direct, indirect, special, incidental or consequential
damages of any nature or kind arising from the use of this document, nor shall Hitachi Energy be
liable for incidental or consequential damages arising from the use of any software or hardware
described in this document.

This document and parts thereof must not be reproduced or copied without written permission from
Hitachi Energy, and the contents thereof must not be imparted to a third party nor used for any
unauthorized purpose.

The software or hardware described in this document is furnished under a license and may be used,
copied, or disclosed only in accordance with the terms of such license.

© 2023 Hitachi Energy. All rights reserved.

Trademarks

ABB is a registered trademark of ABB Asea Brown Boveri Ltd. Manufactured by/for a Hitachi Energy
company. All other brand or product names mentioned in this document may be trademarks or
registered trademarks of their respective holders.

Guarantee

Please inquire about the terms of guarantee from your nearest Hitachi Energy representative.

Third Party Copyright Notices

List of Third Party Copyright notices are documented in "3rd party licenses.txt" and other locations
mentioned in the file in SYS600 and DMS600 installation packages.

This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit.
(https://www.openssl.org/). This product includes cryptographic software written by Eric Young
([email protected]). This product includes software written by Tim Hudson ([email protected]).

This product includes software developed by Computing Services at Carnegie Mellon University
(http://www.cmu.edu/computing/).

This product includes software developed by vbAccelerator (/index.html).

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6
1MRK 511 642-UEN Rev. A Section 2
Introduction

Section 2 Introduction GUID-F9184D2A-F1B7-4CA5-BC87-527979D04698 v1

2.1 This manual GUID-B90974AF-57FA-4C47-8D8B-F33DE26C09FF v1

This manual provides information on how to configure and customize the SYS600 Historian user
interface. The configuration can be done both when the system is designed and at runtime.

2.2 Use of symbols GUID-7B013754-CACB-486D-903A-0F1FA007F379 v1

This publication includes warning, caution and information symbols where appropriate to point out
safety-related or other important information. It also includes tips to point out useful hints to the
reader. The corresponding symbols should be interpreted as follows:

Warning icon indicates the presence of a hazard which could result in personal injury.

Caution icon indicates important information or a warning related to the concept

discussed in the text. It might indicate the presence of a hazard, which could result in
corruption of software or damage to equipment/property.

Information icon alerts the reader to relevant factors and conditions.

Tip icon indicates advice on, for example, how to design a project or how to use a certain
function.

Although warning hazards are related to personal injury, and caution hazards are associated with
equipment or property damage, it should be understood that operation of damaged equipment could,
under certain operational conditions, result in degraded process performance leading to personal
injury or death. Therefore, comply fully with all warnings and caution notices.

2.3 Intended audience GUID-AD27D3D9-6CDB-4B09-A461-6E5275B27B9A v1

This manual is intended for installation personnel, administrators and skilled operators to support
installation of the software.

2.4 Related Documents GUID-96BBF2CA-853D-489D-B7CD-22954034AE0F v5

Name of the document Document ID

SYS600 10.5 Historian Configuration and Administration 1MRK 511 641-UEN
SYS600 10.5 Historian Operation 1MRK 511 643-UEN
SYS600 10.5 Operation Manual 1MRK 511 658-UEN

2.5 Document conventions GUID-FC3652FB-CB40-4B7B-875B-316600FBD839 v1

The following conventions are used for the presentation of material:

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Section 2 1MRK 511 642-UEN Rev. A
Introduction

• The words in names of screen elements (for example, the title in the title bar of a dialog, the
label for a field of a dialog box) are initially capitalized.
• Capital letters are used for file names.
• Capital letters are used for the name of a keyboard key if it is labeled on the keyboard. For
example, press the CTRL key. Although the Enter and Shift keys are not labeled they are written
in capital letters, e.g. press ENTER.
• Lowercase letters are used for the name of a keyboard key that is not labeled on the keyboard.
For example, the space bar, comma key and so on.
• Press CTRL+C indicates that the user must hold down the CTRL key while pressing the C key
(in this case, to copy a selected object).
• Press ALT E C indicates that the user presses and releases each key in sequence (in this case,
to copy a selected object).
• The names of push and toggle buttons are boldfaced. For example, click OK.
• The names of menus and menu items are boldfaced. For example, the File menu.
• The following convention is used for menu operations: Menu Name/Menu Item/
Cascaded Menu Item. For example: select File/Open/New Project.
• The Start menu name always refers to the Start menu on the Windows Task Bar.
• System prompts/messages and user responses/input are shown in the Courier font. For
example, if the user enters a value that is out of range, the following message is displayed:
Entered value is not valid.
The user may be told to enter the string MIF349 in a field. The string is shown as follows in the
procedure: MIF349
• Variables are shown using lowercase letters: sequence name

2.6 Document revisions GUID-AD292EC8-364C-48D3-895A-86D0D7A970B6 v5

Revision Version number Date History

A 10.5 17.02.2023 New document for
SYS600 10.5

8 MicroSCADA X SYS600 10.5

Historian Monitor Configuration
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1MRK 511 642-UEN Rev. A Section 3
Configuring the Tree

Section 3 Configuring the Tree GUID-D57F57FD-3A83-470C-86C6-7312F980A49C v1

The tree can be configured with the pop-up menu that opens by right-clicking an item. The pop-up
menu enables the user to create, copy, and delete folders and nodes (items), change their names
etc. The items can be moved to another location in the tree by dragging. The items can be copied,
moved and shortcuts can be created from item by dragging the item to a different location in a tree
while holding the right mouse button. Releasing the button in the desired location will open up a
window, where the user can choose either to copy, move or create a shortcut.

This section describes the following tasks:

• "Basic UI components"
• "To set tree properties"
• "To set tree items properties"
• "Tree Items List Window"
• "To create a new folder"
• "To create a new node from a template"
• "Moving, Copying, and Deleting Tree Items"
• "To move folders and nodes by dragging with the left mouse button"
• "To copy folders and nodes with Copy and Paste"
• "To delete folders and nodes"

3.1 Basic UI components GUID-00B2DFCD-ACB7-4737-9C7F-7334F914E1C3 v1

The Figure 1 shows how the Vtrin looks like after being successfully connected.

GUID-40C17AC5-5EA1-4496-AA85-EA3CB5893AA8 V1 EN-US

Figure 1: SYS600 Historian has been connected successfully using Vtrin user interface with
user with administrator credentials. The main components are main menu,
toolbar, tree (1), generic properties window (2) and area for the components
opened from tree (3, current blank).
The components on the layout can be dragged, dropped and pinned for different locations as usual.
When a user interface component is selected from tree view, it is opened in the blank area. Clicking

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Section 3 1MRK 511 642-UEN Rev. A
Configuring the Tree

the Variables tree item opens a list display of the variables that are currently available in the
database.

3.2 To set tree properties GUID-89CA0191-0A82-4250-A39F-CC55B4FB547E v1

Access the Vtrin main tree by choosing Properties from drop-down menu by right-clicking the tree
root.

GUID-33C4888C-2916-4848-8E8E-13F581421402 V1 EN-US

These properties are defined in three separate tabs:

GUID-B8F61343-7245-43FE-A3FC-6FEDA41AD216 V1 EN-US

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1MRK 511 642-UEN Rev. A Section 3
Configuring the Tree

• Setting for … : These are the user specific settings. The settings are divided in five groups:
• Language: Used language
• Status Bar: Choose the Client and/or Server time to be shown in the bottom of the
mainview.
• Tooltips: Define the specific setting for the Tooltips.
• Shifts: Define the default base offset and length for shifts.
• Miscellaneous: Define if double-clicking is used to open forms, if domains' full usernames
are used and if tampering with the background printing area is allowed.
• Default Settings: Default settings can be modified from this tab.
• Security tab: See Section 3.3.3.

Changes in the parameters take effect after Vtrin has been restarted.

It is not recommended to change miscellaneous settings as it may lead to unstable

behavior of the Vtrin client.

3.3 To set tree items properties GUID-4207F885-B446-48B0-B1FC-17978ECB1ED2 v1

To open Properties, press the right mouse button and choose Properties from the drop-down menu.
The Properties dialog consists of three tabs: General, Translations and Security.

3.3.1 General Tab GUID-AB50A020-6364-4447-87DB-C4CBB8D6F8F8 v1

On the General tab the user can define the basic

attributes of the item. These attributes include:

• Item type: Select the item type from the drop-down

list.
• Right-click pop-up: Select whether or not the item
has a right-click pop-up menu.
• Base form: Select the Base Form from the drop-
down list.
• Form type: Select the Form type from the drop-
down list.
• Command line: Type the Command line or click
ellipsis button to open a dialog box for browsing.
• Description: Type here the text for the item's
ToolTip.
• Allow multiple instances of this form: Check this
to enable the item to have several instances.
• Change Icon: Click here to open a dialog box for
browsing for a new icon for the item.

GUID-89A57E94-756A-4E7C-9F02-DBF31078F745 V1 EN-US

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Section 3 1MRK 511 642-UEN Rev. A
Configuring the Tree

3.3.2 Translations Tab GUID-A0C1799A-6AD6-4AF7-9085-BB4F6C6B2EF8 v1

Localize the tree item's name and ToolTip information on

the Translations tab. This is done by using three
different variables:

• LangId: Choose the language from the drop-down

list, or by type the language in the text field.
• Text: Click to open a text box to edit the item's
name. Click OK to close the text box.
• LongText: Click the ellipsis button to open a text
box to edit the item's ToolTip information. Click OK
to close the text box.
• Once the changes have been made, confirm them
by clicking Apply.

3.3.3 Security Tab GUID-3932A3CB-D42D-4251-8565-5A50F08512C1 v1

Set the security preferences for the item on the Security Tab. There are three subtabs for security
preferences.

GUID-E49E93EF-2716-4BB5-9364-D28A917F5764 V1 EN-US

• Standard Tab: The standard security settings.

• Required Flags Tab: Not applicable.

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1MRK 511 642-UEN Rev. A Section 3
Configuring the Tree

GUID-6A27B759-564B-4C10-B5ED-EC10E1C54CF8 V1 EN-US

• Advanced Tab:
• Inherit from the parent: Checking this means that the item will inherit its security
preferences from the parent folder.
• Set Child to Inherit permissions from this object: Checking this means that the child
items of this folder will inherit these security preferences.
• Set the individual security preferences for different user groups:
• Owner: Check the Inherit box next to the drop-down menu to inherit the owner
from the parent folder. If the Inherit box is not checked, the correct owner can be
chosen from the drop-down menu.
• Group: Check the Inherit box next to the drop-down menu to inherit the group from
the parent folder. If the Inherit box is not checked, the correct group can be chosen
from the drop-down menu.
• Others: Others are everyone that are not part of the chosen Owner or Group.
• Inherit Perm.: Check this to set the item to inherit the security preferences of the
Owner, Group or Others from the parent folder.
• Read: Check this to enable reading the item.
• Write: Check this to enable editing the item.
• Execute: Check this to enable opening the item.
• Create: Check this to enable creating an item.
• Delete: Check this to enable deleting an item.
• Full: Check this to give full rights.

3.4 Tree Items List Window GUID-7571E23A-464E-4F11-B670-859571299E5C v1

The Navigation Tree Items list window shows the tree items and their properties as a list. It can be
used, for example, to find the location of a missing window if some information about, e. g. it part of
its name, is known.

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Section 3 1MRK 511 642-UEN Rev. A
Configuring the Tree

To view the list of tree items with their properties:

• Open the Navigation Tree Items window (Figure 2) in the Maintenance/System/Vtrin folder.
• Use a suitable mask, for example a part of the item name, in the selection box above the Name
column.
Note that there may be several items with the same name in the tree. Differentiate by checking
the parent folder in the Parent Folder column and, if necessary, the parent folder of that, and so
on. (None) in the parent folder column means that the item is a top level folder, directly in the
database root.

GUID-CD530220-B6BF-4929-B2C5-83FF99D5DA01 V1 EN-US

Figure 2: Tree Items window

For more information about user roles, see SYS600 Historian Configuration and Administration
manual.
Figure 2 illustrates that the parent folder of one of the items called Variable Lists is System.
Variables Lists itself is a window of type Folder.

3.5 Creating Tree Items GUID-6E01807E-4BA0-419E-A776-ADFD71E5F737 v1

3.5.1 To create a new folder GUID-70CA4F3B-8083-4D72-9766-E2AA2968F66D v1

• Right-click the icon or the folder name where the new folder should be created and click New
Tree Item and then Folder.
• Type a name for the new folder (by default, New Folder).

3.5.2 To create a new node from a template GUID-BB48207E-DCDA-4181-B69A-DA6016F35AFE v1

• Right-click the icon or name of the folder where the new window should be created and click
New Tree Item Select the suitable template.
A template is a collection of controls, for example chart, legend, ruler, etc., with a specified
layout and properties. Templates are used as the basis when creating chart windows.
There are two kind of chart window templates:

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1MRK 511 642-UEN Rev. A Section 3
Configuring the Tree

• Master templates that can be copied. If the master is changed, the copy will remain
unchanged.
• Templates that inherit the master templates. If the master is changed, the copy will inherit
the changes. Using these kinds of templates ensure that all windows in the system have a
uniform layout.

Inheritance does not apply to list templates.

GUID-D7736B23-489F-46C6-BE21-171A6526A85C V1 EN-US

Figure 3: Creating a window from a template

• Type a name for the new window, which has the default name New + name of the template.
• To configure the window, for example specify variables and how they are displayed for chart
windows or select the information shown for list windows, see the appropriate section.

3.6 Moving, Copying, and Deleting Tree Items GUID-C5884D63-8868-4827-8051-2E034FD42F2E v1

Protection against dragging the tree items by mouse is enabled by default. To disable
Tree protection, hold down the CTRL key while dragging the item.

3.6.1 To move folders and nodes by dragging with the left mouse
button GUID-C3CD6CAF-DB4C-42BA-9A7B-B33BF96D0AA3 v1

Move folders or windows to another location in the tree by dragging. A folder is moved with its
contents.

• To move the item between two other items, hold down the CTRL key and drag its icon or name
until the black line is in the correct position. Release the icon.
• To move the item in a folder, hold down the CTRL key and drag its icon or name on top of the
folder until the folder name is highlighted. Release the icon.

3.6.2 To copy, move, or create a shortcut by dragging with the right

mouse button GUID-64C25CA5-8B86-48C0-8ED9-6C2382C8263B v1

Copy, move or create a shortcut for an item by holding down the CTRL key and dragging the item
with the right mouse button.

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Section 3 1MRK 511 642-UEN Rev. A
Configuring the Tree

• Select the item with the right mouse button.

• Move the cursor to the desired location while holding down the CTRL key and the right mouse
button. The correct position is shown with a black line in the list or by highlighting the target
folder.
• Release the right mouse button. A window will appear, from where the desired action can be
chosen.

3.6.3 To copy folders and nodes with Copy and Paste GUID-08FBD492-0C29-4A49-9EAA-EF132D0D6A3F v1

Copying folders or windows to another location in the navigation tree and then modifying them as
necessary often saves a lot of work compared to creating them from scratch.

• Copy always uses the saved tree item. Therefore, if changes are made to a window and the
user wants to copy the new version, the window has to be saved before starting the copying.
• Right-click the icon or the name of the folder or window to be copied and click Copy to copy the
selected item to the clipboard. A folder is copied with its contents.
• To copy the item to another data source, connect to the appropriate data source.
• Right-click the icon or name of the folder to which to copy the item. Click Paste on the pop-up
menu to paste the item in the clipboard to the selected folder. A folder is pasted with its
contents. The item remains in the clipboard and it can be copied to other folders with Paste, if
necessary.
When copying a group of windows that have mutual links, the links in the copied windows point
to the original windows. Change the links in the copied windows to point to the copies of the
original windows.
When copying items to another data source, note that the links still point to the windows in the
source database.

3.6.4 To delete folders and nodes GUID-D565487D-52D1-4C46-ADBD-4C79DF3042B8 v1

Right-click the icon, the name of the folder or the node and click Delete. A folder is deleted with its
contents. Confirm the deletion in the confirmation dialog box.

Delete does not delete the possible links in other nodes to the node that is being deleted.
The links have to be deleted separately.

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1MRK 511 642-UEN Rev. A Section 4
Configuring Chart Windows

Section 4 Configuring Chart Windows GUID-96E8884E-D234-48EF-9DBB-DB0891C8B845 v1

After creating a chart window node in the tree as described in Section 3.5.2, the chart window can be
configured.

This section describes the following tasks:

• "Inserting graphs into chart windows"

• "Graph properties"
• "Specifying information shown in the legend"
• "Changing graph properties in the legend"
• "Deleting graphs from chart windows"

GUID-4D4A5F5A-AE11-422F-B50E-6E598E3AEF6A V1 EN-US

Figure 4: Chart Window Example

4.1 Inserting graphs into chart windows GUID-A2ED2F61-E24E-4361-BD86-1CF537717A30 v1

To insert graphs into chart windows:

• Open the chart window by clicking the chart node.

There are three ways to insert graphs to chart windows. The determination of the graph
properties of the inserted graphs is different in these cases.
Drag variables from the Variables list to the legend or to the chart: The data fetch and graph
properties to the new graph are copied from the defaults of the target chart. Graph colors follow
the default color order.

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Section 4 1MRK 511 642-UEN Rev. A
Configuring Chart Windows

• Open the Variables list window from the Maintenance folder. To view it at the same time
as the chart window, move the Variables list window to a new leaf by clicking Move to a
New Horizontal Leaf on the Window menu.
• Find the variables to be insert to the chart on the list.
• Select the variable row, and drag and drop the variable to the legend or to the chart.
• Insert other variables in the same way.

OR
Drag a graph specific row from the legend of another chart window to the legend or to the chart:
The data fetch and graph properties (including color) are copied to the new graph from the
source graph.
• Open a chart window where the graphs to be inserted are shown as graph specific rows in
the legend. To view the source and target chart windows at the same time, move the
source chart window to a new leaf by clicking Move to a New Horizontal Leaf on the
Window menu.
• Drag the graph specific legend row of the source chart window to the legend or to the
chart of the target chart window.
• Insert other graphs in the same way. Several graph rows can be inserted at the same time
if necessary.

OR
Insert graphs in the Properties dialog:
The data fetch and graph properties are copied from the chart's default settings. Graph colors
follow the default color order.
To add new graphs to the chart in the Properties dialog, see Section 4.2.
For all cases:
• Save the settings when closing the chart window.

4.2 Graph properties GUID-E0ECCC69-3653-4F23-B173-B50336BD3DD6 v1

To specify graph properties:

GUID-B83F9B98-DF29-42D6-884D-4817214B4201 V1 EN-US

Figure 5: Properties dialog for graphs

Graph properties can be specified in the chart Properties dialog.

• Open the Properties dialog by right-clicking the legend row of the desired item and click
Properties.
• OR by right-clicking the chart, selecting Properties and then selecting the graph item by clicking
the up/down arrows in the upper left corner of the Properties dialog.
In the Properties section, the chosen graph is presented in a preview window. Add or remove
variable accordingly:
• Add New: Allows the user to insert a new graph item to the chart.
• Delete: Allows the user to delete the selected graph.
• Hide: Checking this box the user can make the graph invisible on the chart.
• Common limits: Give limits to the graphs shown in the chart by typing the minimum and
maximum values to the text fields.
• Apply: Click Apply to commit the changes.

18 MicroSCADA X SYS600 10.5

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1MRK 511 642-UEN Rev. A Section 4
Configuring Chart Windows

•
: Click the up/down arrow to commit the changes and to get the next/previous
graph of the chart.
•
: Calculation name of the graph.
• Calculated check box allows the user to display graphs that are calculated on the basis of
chosen variables. See Section 4.2.7.

GUID-C05B5797-C4B0-4C80-A5C2-6A046DE49FF3 V1 EN-US

Figure 6: Properties dialog for graphs – General tab

4.2.1 General tab GUID-9E4A3C4A-4B3E-48C3-8911-92C2F150C7CF v1

Specify general properties for the chart, for example background picture and chart grid, on the
General tab.

• Pointing: Select the pointer shape by choosing the desired pointer from the drop-down list.
• Auto scaling of common limits: Select this to use automatic values to set the common limits
for the graphs.
• Axis orientation: Choose either X or Y axis along which the chart is drawn. Use this, for
example, in process charts.
• Background: The user can either select a background picture or one solid color for the graph's
background.
• When selecting a picture, click Browse to open the picture choosing dialog. The picture
must be located in a shared folder so that all users can locate it from the path /DATA/

MicroSCADA X SYS600 10.5 19

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© 2023 Hitachi Energy. All rights reserved.
Section 4 1MRK 511 642-UEN Rev. A
Configuring Chart Windows

VtrinShared/Project pictures. Clearing the textbox will remove the chosen picture form the
background.
• When selecting a color, select the color from the drop-down list. There are three different
categories of color on the list.
• Grid: Create gridlines to help visualize the changes on the graph.
• Automatic Y-axis lines: Select to use automatic Y-axis lines.
• X-axis lines: Select to use automatic X-axis lines.
• Line width: Choose the gridline width from the drop-down list.
• Y-axis: Determine the size of the gap between gridlines.
• X-axis crosses at: Specify one specific value that crosses with the X-axis gridline.
This option is not yet supported.
• Unit: The number of gridlines is the Common limits value divided with this number.
For example if Common limits is set as 100 and the Unit number is set as 25, the
number of gridlines is 4.

• Gantt margins: Gantt margins are set automatically as default, but they can also be set
manually by giving values to Top margin and Bottom margin.
• Graph Coloring: Specifies how the coloring of the graphs is specified. Useful if several time
bars with specific colors are used. Choose the color from the drop-down list. The color selection
applies only to the trend line.
• Output style: Choose to display the data either as a graph or in list format.
• Time Step: Determines the time scale used in the graph.

4.2.2 Items tab / Appearance tab GUID-495147D4-DD54-4179-BB9F-BB212E9DE8B3 v1

Graph properties are specified on the Items tab. There are seven subtabs under the Items tab.
These are: Appearance, Past, Future, Past 2, Future 2, Advanced and Limits and Statistics.

GUID-90A91474-20DA-4FF0-98A8-9212B8B86619 V1 EN-US

Figure 7: Properties dialog for graphs –Appearance tab.

On the Appearance tab, the user can specify, for example, the graph type (e.g. line trend or stacked
column) and the graph color and draw style.

20 MicroSCADA X SYS600 10.5

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1MRK 511 642-UEN Rev. A Section 4
Configuring Chart Windows

• Automatic text: If selected, the variable description is shown automatically in the Text column of
the legend. Otherwise, the text entered in graph specific text field is shown.
• Text field: Graph specific text shown in the legend.
• Font...: Opens the Font dialog, where dialog the font of the graph row in the legend can be
defined.
• Graph type: Specifies the selected graph type (e.g. line trend or stacked column).
• Color: Defines the used color and style for each separate graph.
• Fill style: Choose the fill style from the drop-down list.
• Primary: Choose the Primary color for the graph from the drop-down list.
• Secondary: Choose the Secondary of the two-colored fill style from the drop-down list.

• Draw style: Defines Draw type for the line trend, area, stacked area and the line XY-scatter.
Different Draw types can be chosen from the drop-down list.
Choosing the size of the line and the markers of the graph is done from the drop-down list. The
size range is between 0 and 8 pixels.
• Draw markers: Checking this will display the markers in the graph. Only fetched points are
marked. The opening options allow the user to specify the shape of the marker when it is
presented and the markers location while the graph type is marker.
• Markers:
• Shape: Choose the marker's shape from the drop-down list.
• Location in the chart: This can only be modified if Markers is the chosen Graph type.
Location in the chart is chosen from the drop-down list.
• From bottom: If the chart location is set as User specific, set the distance as a
percentage from the chart height can be set. This can be done by typing the percentage in
the provided text box, or by choosing the value from the drop-down list.
• Cumulative trend is only used while the Graph type is Line trend or Area .
• Cumulative: Select this option to display the graph in a cumulative way, where each value
is added to the ones before. The value is formatted back to zero after each defined period
(defined in the chart element).
• Scaling divider: Type here the scaling factor that is used as a divider to convert the
values to the required unit.
• Gantt status state: Gantt status state is only used while the graph type Gantt is defined. When
the user selects graph type Gantt, status and color, the parameters and color for the specific
Gantt state in the chart can be specified. The definitions apply to all the Gantts in the picture.
The first valid color selection defines the color.

4.2.3 Past tab GUID-3FB4C49F-A324-4C27-BF19-B65A934D28AC v1

Values in the Past tab are preconfigured and do not usually need to be modified.

MicroSCADA X SYS600 10.5 21

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Section 4 1MRK 511 642-UEN Rev. A
Configuring Chart Windows

GUID-5BE3174E-4788-40C9-B3F1-9B59E714E1C1 V1 EN-US

GUID-AE64CD5D-120A-4E90-B1E5-1C47A87A42AF V1 EN-US

Figure 8: Properties dialog for graphs – Past tab.

On the Past and Past 2 tabs, the fetch parameters of the graph shown in the chart presenting the
past time can be specified. Past 2 is only used while the Graph type is either Line, XY scatter or
Stacked column, sorted. It is used, for example, when information is fetched from the history stored
in SYS600 Historian.

• Fetch data: If selected, the graph data to the past chart is fetched.
• Location: Choose the database to connect to from the drop-down list.
• Connect: Connect to a new database.
• Source: Choose the category of the variables from the drop-down list.
• X-Value Property: Choose the property of the X-value from the drop-down list. This is usually
time.
• Y-Value Property: Choose the property of the Y-value from the drop-down list. This is usually
value.
• Filter: Enter the filtering criteria, for example a history table name. If there is no string in the filter
area, no filter is in use.
• Parameters: Use drop-down lists to choose the parameters for the graph.

4.2.4 Future tab GUID-2E52BE86-BC47-4556-9300-BA9D0F86552D v1

Future and Future 2 features are not supported.

22 MicroSCADA X SYS600 10.5

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1MRK 511 642-UEN Rev. A Section 4
Configuring Chart Windows

4.2.5 Advanced tab GUID-D854409C-9903-4EA0-9EE8-D24FA24DC041 v1

GUID-8235E405-1266-4FC7-A46E-FEAD7FBA4B96 V1 EN-US

Figure 9: Properties dialog for graphs – Advanced tab.

Specify the variable scaling limits and the marker properties for the proper graph types on the
Advanced tab.

• Variable limits: Set individual scaling limits for each graph.

• Individual limits: If this is selected, the chosen graph uses individual scaling limits instead of the
chart's common scaling limits specified at the top of the Properties dialog.
• Auto scaling: Selecting this will define the suitable individual scaling limits dynamically.
• Y direction: Variable individual scaling limits on Y-axis.
• X direction: Variable individual scaling limits on X-axis (limits of the X-variable of an XY-graph).
• Markers: Set the individual markers settings for every graph. This option is available if the
Markers are set to be individually defined in the Appearance tab.
• Automatic size: Selecting this means that the marker size is counted automatically from the
drawing type pixels.
• Width, Height: Type in the graph's individual Width and Height.
• Use graph color: If selected, the marker color is same as the graph color. If this is not selected,
choose the color from the drop-down list.

4.2.6 Limits and statistics tab GUID-90D4E3B9-D0D0-42CA-ADC8-E5EDDA3EB595 v2

GUID-0D9656DA-C6B9-4422-971E-AA3FE6909593 V1 EN-US

Figure 10: Properties dialog for graphs – Limits and statistics tab.

MicroSCADA X SYS600 10.5 23

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Section 4 1MRK 511 642-UEN Rev. A
Configuring Chart Windows

Set additional limits and statistics for the graph on the Limits and statistics tab.

• Use defaults: Checking this means that default graph limits and statistics are used.
• Enabled: Check this to take the chosen limit/statistic in use. Once this is checked, the chosen
limit or statistic will be visible on the chart.
• Hidden: Checking this will hide the chosen limit/statistic in the chart.
• Sigma limits are calculated using selected tables of historical averages and deviations. The
tables are found under Past/Misc/SPCAverage History/SPCDeviation History. For more
information, see Section 4.2.3.

4.2.7 Calculation tab GUID-960C4E05-1C27-4BEA-A45B-5BE8B85AC5D8 v1

To use this tab, choose Calculated. The X-expression is only used when the Graph type is either
Line, XY scatter or Stacked column, sorted.

An example of defining a chart item:

Properties dialog Choose Calculated

Calculation tab Insert formula.
Appearance tab Choose Automatic text
Press Apply
Click the up/down arrow to go to the next or the previous item.
Click the up/down arrow to go back to the calculated item.
Disable Automatic text
Write the text <Calculation name>=<calculation formula> in the text field. The calculation
formula is already created by the previous procedure.
For the items used in the calculation formula, the basis for the text field can be created
following the steps as described above. Add the text <Calculation name>=<item variable
information> in the text field, where the item variable information has already been created.

GUID-8A9D7DF0-07FE-45BA-8E78-C9E4C1E4B104 V1 EN-US

24 MicroSCADA X SYS600 10.5

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1MRK 511 642-UEN Rev. A Section 4
Configuring Chart Windows

4.3 Specifying information shown in the legend GUID-C3BEE2BF-B6C2-45B2-8812-519E48864D4D v1

The data available for the legend is determined by the data sources specified in the chart definitions.
Specify the information shown on the graphs in the Legend Columns dialog box. The information is
displayed in the legend columns.

GUID-23A4C2B0-7B91-46C4-9F6B-778A2AA4E2FD V1 EN-US

• Right-click anywhere in the legend. If the chart window has more than one legend, make the
specifications separately for each legend. Right-click a legend to specify the information shown
in that particular legend.
• If some limits and statistics are set to the graph, they will be visible in the legend as
subcategories under the graphs. Click the + to open the category for viewing.
• Click Legend Columns... on the pop-up menu to open the dialog box.

GUID-95DD766D-5AE5-49F9-9AA4-663C97106182 V1 EN-US

Figure 11: Legend Columns dialog box

On a chart, a single plot item can comprise the data of one or two past and future time
parameter sets including, for example, the variable and history table from which the variable
data is retrieved. As the column headings are often the same, an additional clarification letter
related to the heading is used to specify the data source.
The headers in the legend columns start with the clarification letter as follows:
• The chart fetch area information:
P2 = Past2 area parameters
F = Future area parameters
F2 = Future2 area parameters
Past area parameters are shown without clarification letters.
• The graph specific information:
I2 = Past2 + Future2 area parameters
The past + Future area parameters are shown without the clarification letters.

For Example, Identifier, Name, Alias, Current Value and Current Value Unit are specified
separately for the variables of the fetch area.
Variable/F Variable is associated with every graph type and P2 Variable/F2 Variable is
associated with the Line XY Scatter and the Stacked Column Sorted styles.
For XY-graphs, Variable/F Variable is the Y-variable and P2 Variable/F2 Variable is the X-
variable. For sorted stacked columns, Variable/F Variable is the variable defining the height of

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© 2023 Hitachi Energy. All rights reserved.
Section 4 1MRK 511 642-UEN Rev. A
Configuring Chart Windows

the column and P2 Variable/F2 Variable is the variable telling in which order the columns of
different column series' are displayed vertically on top of each other.
• Specify which parameters are shown and hidden by directly selecting and clearing the check
boxes or by clicking the buttons listed below, which selects or clear check boxes. A selected
check box shows the parameters of the row in the legend, a cleared check box hides it.
• Show/Hide: Shows/hides the information of the highlighted row (i.e. row that has first
been selected by clicking it).
• Show All: Shows all parameters.
• Hide All: Hides all parameters.
• Invert: Hides all selected parameters (with selected check boxes) and shows all
unselected parameters (with cleared check boxes).
• Order the information in the legend columns by selecting the row in the Legend Columns dialog
box and then clicking the following buttons:
• Move Up: Moves the highlighted parameters upwards in this dialog box, i.e. left in the
legend.
• Move Down: Moves the highlighted parameters downwards in this dialog box, i.e. right in
the legend.
• Save the settings when you close the chart window.

4.4 Changing graph properties in the legend GUID-69AFE29B-3C0C-4705-9F7F-8EF328096D23 v1

Edit the graph properties with the function buttons in the upper part of the legend's pop-up menu.
The following settings can be edited:

• Item visibility
• Item type
• Marker type
• Scaling limit type
• Item fill style
• Color settings

Note that the edit options apply to either:

• one (selected) graph

• all the selected graphs ( for example hide, marker)
• the general chart view (background color)

Function button Functions

Item visibility/Invisible
Shows the visibility status currently in use. To change the
status, press the button.
Item visibility/Visible
Shows the visibility status currently in use. To change the
status, press the button.
Item type
Shows the item type currently in use. To change the item
type, press the button.
Table continues on next page

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© 2023 Hitachi Energy. All rights reserved.
1MRK 511 642-UEN Rev. A Section 4
Configuring Chart Windows

Item type options

• Line, trend
• Line, XY scatter
• Marker
• Area
• Stacked area
• Stacked column
• Stacked column, sorted
• Gantt
• Gantt, status and color
• Stacked column, application status
• Application status
• Info
• Separator

Marker type
Shows the marker type currently in use. To change the
marker type, open the pop-up menu by clicking the arrow in
the right corner and choose the appropriate marker.
Marker type options
• No marker
• Rectangle
• Diamond
• Triangle
• Ellipse
• Diagonal cross
• Cross
• I-Beam
• Vertical
• Horizontal

Scaling limit type

Shows the scaling limit type currently in use. To change the
limit type, open the pop-up menu by clicking the arrow in the
right corner and choose the appropriate limit type.
Scaling limit type options
• Individual
• Automatic
• Common

Properties
Click Properties to open the Properties window.
Table continues on next page

MicroSCADA X SYS600 10.5 27

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© 2023 Hitachi Energy. All rights reserved.
Section 4 1MRK 511 642-UEN Rev. A
Configuring Chart Windows

Item fill style

Shows the item fill style currently in use. To change the item
fill style, open the pop-up menu by clicking the arrow in the
right corner and choose the appropriate fill style.
Fill style options
The pop-up shows the fill style options and the icons related
to these options.
• Solid
• Horizontal slide
• Vertical slide
• Upward diagonal slide
• Downward diagonal slide
• Upward diagonal wave slide
• Downward diagonal wave slide
• Highlight
• Horizontal highlight
• Vertical highlight
• Horizontal lines
• Vertical lines

Color information (Item color/Item secondary color/Chart

background color)
The three color boxes show the following information (from
left to right):
• Item color: the color in which the selected item is
presented in the chart
• Item secondary color
• Chart background color: the color in which the
background of the chart is presented.

4.5 Deleting graphs from chart windows GUID-3CE5F61A-35BE-4EAE-BDEC-5F6042BE9844 v1

To delete graphs from chart windows:

• Right-click the legend row of the graph to be deleted and click Remove....
OR
• Open the Properties dialog by right-clicking the legend row of the graph to be deleted and click
Properties. When the dialog box is open, select the graph by clicking the arrow buttons.
• Make sure that the selected graph is really the one to be deleted and click the Delete button at
the top. Click Apply.

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© 2023 Hitachi Energy. All rights reserved.
1MRK 511 642-UEN Rev. A Section 5
Configuring List Windows

Section 5 Configuring List Windows GUID-CEA9A52A-8258-4098-99DD-111940353162 v1

After creating a list window in the tree as described in Section 3.5.2, the list can be configured.

This section describes the following tasks:

• "Properties dialog"
• "Open list window"

The UI word Mask has been changed to the word Search in all the lists. You can find the
word Search in the selection box.

GUID-CAF91DDB-3429-4BB3-B7E1-2136E5C03DCE V1 EN-US

Figure 12: List Window Example

5.1 Properties dialog GUID-01AA8EA0-081B-4623-AE97-F0AD24ED3923 v2

To specify the list properties:

• Open the list window.

• If the template used is a general list template with no source (table) specified, the list is empty. In
that case, right-click the empty list area and click Properties. Otherwise, right-click the column
header.

GUID-72CDFF85-B5DF-4FC0-9B86-3A514F36EE2A V1 EN-US

Figure 13: Properties dialog for lists

MicroSCADA X SYS600 10.5 29

Historian Monitor Configuration
© 2023 Hitachi Energy. All rights reserved.
Section 5 1MRK 511 642-UEN Rev. A
Configuring List Windows

• In the Properties dialog for lists (Figure 13), at least the source of the properties listed below
must be specified.
• Location : Definition of the source location.
• Source : Source (table) of the displayed information, for example Variable log.
• Type : The following types are available for displaying the information:
• List: Select basic attributes of the source to be shown.

GUID-1B224640-1BFA-456B-9627-5A053FFD1E2E V1 EN-US

• Text: Select the basic attributes of the source to be shown. The attributes are
shown as packed text instead of a table. The pieces of information in the column
according to which the rows on the list have been ordered are shown as headers.
Identical headers are not repeated. The rest of the information is written
sequentially in the column order, separated by hyphens. Current values and other
virtual attributes are not shown.

GUID-F548BDB9-DEDC-4373-AD70-DF1A774B4C30 V1 EN-US

• Counted List: In addition of the basic attributes of the source, select the minimum,
maximum, sum, and average of each basic attribute, as well as the count to be
shown.

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1MRK 511 642-UEN Rev. A Section 5
Configuring List Windows

GUID-AF025015-4D7F-48C1-9C29-D411189347F2 V1 EN-US

• Fixed columns : Specifies the number of columns (starting from the left) that are always
visible. Columns cannot be scrolled out of view with the scroll bar.
• Truncate at : If the source has an unlimited number of items, specify here how many
items are fetched. The items are selected in the defined sort order. Note that if a large
number is specified, it may slow down the system.
• Search : Shows the Mask bar where the user can enter a string mask that is compared
with the text strings in all columns. See the Historian Operation manual for more
information on how to use the Mask bar.
• Advanced search : Shows the column-specific selection boxes below the Mask bar. See
the Historian Operation manual for more information on how to use the Selection bar.
• Column resizing by dragging : Allows changing the column widths by dragging the
column header.
• Row sorting by clicking : Allows sorting the list rows in the normal/reverse order by
clicking the column header. See the Historian Operation manual for more information on
sorting.
• Row numbers : Adds a number in front of the row.
• Specify which attributes are shown in the columns of the list in the table at the bottom.
• Visible : Shows whether the attribute (column) is shown on the list.
• Name : Name of the attribute, shown in the column header on the list.
• Format : Defines the format of the row. For example, g = time with accurance of one
second.
• Color : Color used to show the attribute on the list.
• Font : Font used to show the attribute on the list.
• Mask : Defines the used filtering for the column.
• Hidden Mask : Defines the used filtering for the row that is not visible.
• : Defines the presentation of the columns.
• Graph Type : Defines the graphical outlook of the numerical column (Trend etc.)
• Graph Color : Defines the color of the numerical column.
• Include on out of Range Left: When defining the time range, this options also displays
the row that indicates the results from an earlier time range.
• Include on out of Range Right: When defining the time range, this options also displays
the row that indicates the results from a later time range.
• Select the attributes to be shown or not shown (check box selected or cleared) by clicking the
following buttons. For each source, certain attributes are shown by default.
• Select/Deselect: Selects/deselects the highlighted item (i.e. row that has been selected
by clicking). Only one of the buttons is visible at a time.
• Select All: Selects all items.
• Deselect All: Deselects all items.
• Invert All: Deselects all selected items and selects all unselected items.
• Reset: Returns the selections to what they were when the dialog box was opened.
• Order the attributes in the list columns by selecting the attribute row and clicking the following
buttons.
• Move Up: Moves the highlighted attribute upwards in this dialog box, i.e. left on the list.
• Move Down: Moves the highlighted attribute downwards in this dialog box, i.e. right on the
list.
• Save the settings when closing the list window.

MicroSCADA X SYS600 10.5 31

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Section 5 1MRK 511 642-UEN Rev. A
Configuring List Windows

5.2 Open list window GUID-3BB452A4-4786-4729-ABB2-B32D812E96B4 v1

To specify the list properties:

• Open the list window.

• To define lists that show only rows that match certain criteria:
• Specify the criteria on the selection bar, see the SYS600 Historian Operation manual. For
example, create a variable list showing all binary variables of section PK11, as in the
figure below.
• Hide the selection bar by right-clicking the column header and then clicking Advanced
Search on the pop-up menu to remove the check mark beside the command, or by
deselecting Advanced Search in the Properties dialog for lists.
• Rename the list window suitably.

The contents of the Search bar cannot be saved.

String masks cannot be used for large, non-cacheable lists in the list selection
boxes on the selection bar.

GUID-965E6BE7-082E-493E-BD41-76C0B5401B54 V1 EN-US

• To specify the order of rows:

• Specify the columns according to which the rows are sorted and in which order (ascending
or descending) by clicking the column header, or by right-clicking the column header and
selecting the appropriate sort command. See the Historian Operation manual for more
information.
• Lock the sorting by right-clicking the column header and then selecting Sorting Locked
from the pop-up menu so that the check mark becomes visible beside the command, or by
deselecting Row sorting by clicking in the Properties dialog for lists.
• To change the column widths:
• Drag the column headers as necessary or right-click the column header and click Column
Widths by Contents, which adjusts the column widths so that the contents and column
header texts of all columns are visible.
• Lock the list appearance by right-clicking the column header and then selecting
Appearance Locked from the pop-up menu so that the check mark becomes visible
beside the command, or by deselecting Column resizing by dragging in the Properties
dialog for lists.
• Save the settings when closing the list window.

32 MicroSCADA X SYS600 10.5

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1MRK 511 642-UEN Rev. A Section 6
Configuring Equipment Model

Section 6 Configuring Equipment Model GUID-93525636-8568-4E0E-9CE9-E406437795C0 v1

Equipment Model can be used to group and organize variables into a structure. Grouped variables
can then be easily displayed on a list or as a trend. The Equipment Model is typically found from the
top level of the Tree. It is built automatically when the signals are configured in SYS600. By default,
the Object Identification (OI) structure from SYS600 application object structure is used as the
Equipment Model.

Additional entries can be created for custom items in SYS600 Historian. Right-click the desired tree
level where an Equipment Model should be created and select New Folder from the pop-up menu.
Right-click the new folder and select Properties to access the Properties dialog.

GUID-8E35BAE6-E992-4F52-A5C4-EA1180674521 V1 EN-US

Figure 14: Correct settings for the Equipment Model folder.

In the Properties dialog, select Virtual Root as the Item type. Type Path into the Command line edit
box. Type Plant Model into the topmost edit box to set the name of the Equipment Model folder. The
name and position of the Equipment Model can later be changed as for any other tree item.

There can only be one Equipment Model hierarchy in use. If several Virtual Roots i.e.
Equipment Models are created, they will show identical content.

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Section 6 1MRK 511 642-UEN Rev. A
Configuring Equipment Model

GUID-A7849C25-32A7-46A5-829A-48E999C40376 V1 EN-US

Figure 15: Equipment Model with example content in the Tree Window.
Once an Equipment Model is established, any defined group of variables can be sent to any of the
displays attached to the Equipment Model. To display a group of variables, right-click the desired
group and select Send To from the pop-up menu. This opens up a list of available displays.

Selecting a display from the pop-up list opens the display with all the variables in the group. A trend
display shows all the variables on the same chart, as an example.

GUID-BA2BB6EA-3249-434B-B1AC-91357327405A V1 EN-US

Figure 16: A variable group displayed as a trend.

The variables can also be viewed as a list showing all the variables in the group.

34 MicroSCADA X SYS600 10.5

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1MRK 511 642-UEN Rev. A Section 6
Configuring Equipment Model

GUID-6C4BCE09-1920-42A3-91D5-470E6F478187 V1 EN-US

Figure 17: A variable group displayed as a list.

A list display for a variable group also shows the process path above the variable list.

6.1 Assigning new displays to Equipment Model GUID-71B39ACD-15A8-421B-B784-03B2934B3D13 v1

The list of displays available in the Send To pop-up menu of the Equipment Model can be expanded
by associating new displays with the Equipment Model. This is done by using the References
Configuration display.

GUID-B1826637-1B3E-49BD-AD77-FA3E2219FF28 V1 EN-US

Figure 18: Locating References Configuration in the TreeWindow.

To add a new display to be accessible from any node of the Equipment Model structure, first go to
the References Configuration display. Locate the desired display and its ID from the topmost list

MicroSCADA X SYS600 10.5 35

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Section 6 1MRK 511 642-UEN Rev. A
Configuring Equipment Model

view. Copy the ID of the desired display to the clipboard by right-clicking the corresponding rows on
the ID field and select Copy Selected Data. Now access the reference list on the bottom of the
display to add a new reference to the list as instructed in Section 8.1.

GUID-0F42EC2F-CA6D-45C6-9A2F-AB41045B94D1 V1 EN-US

Figure 19: Adding a new display type to Equipment Model using window references.
Paste the copied ID of the desired display to the Target ID field of the newly created row.

Clean any leading or trailing characters outside the actual ID after pasting. The actual ID
is of the form: 0881b3c7-11d3-4f42-85b7-9b56932ac815 whereas the ID copied and
pasted from the display list may be of the form:
{0881b3c7-11d3-4f42-85b7-9b56932ac815;(None)}.

Use Path as the Source Type and assign a descriptive name for the new reference. The default value
TreeNode is to be used as the Target Type. Finally, assign an appropriate sort key for the new
reference to place it in desired position in the pop-up menu. After checking the changes, press the
Commit button to take the new display into use in the Equipment Model.

GUID-5598020E-5D08-49FB-9FAB-40930100D480 V1 EN-US

Figure 20: The newly added display is accessible through the Equipment Model nodes.

6.2 Adding a new group to Equipment Model hierarchy GUID-D964DEBE-3AEE-45B5-B52D-A1DDEA7F9481 v1

In the Equipment Model, the variables are grouped using the Process Path associated to them. This
attribute is configured automatically by SYS600. If settings are changed, the settings are updated
when SYS600 is connected to the SYS600 Historian. However, if a variable is created manually, the
Process Path must be configured as described here.

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1MRK 511 642-UEN Rev. A Section 6
Configuring Equipment Model

New variable groups are created to the Equipment Model either by adding new nodes to the
Equipment Model in the Tree Window (recommended) or by using the Process Path configuration
display.

To add a new variable group through the Tree Window, open the Equipment Model hierarchy up to
the point where the new group should be created. Right-click the parent node of the new node to be
created and select New Tree Item. This will create a new node under the targeted tree node.

Enter a descriptive name to the node and proceed to assign appropriate variables to the new group
as instructed in Section 6.3.

To add a new group using the Process Path display, first locate the Process Path tree item inside the
Tree Window. Use the Tree Search, for example, to quickly locate the item.

Open up the Process Path display to see the existing Equipment Model groups. To create a new
group, click Edit in the upper right corner of the list display.

GUID-FB2D5AC1-944F-4AD0-8126-D69B769950B8 V1 EN-US

Figure 21: Editing the Equipment Model variable groups in the Process Path tree item.
Clicking the New button adds a new row to the list.

GUID-771194FE-7E41-4907-9F38-DB154502EC43 V1 EN-US

Figure 22: Adding a new group to Equipment Model.

Enter the process path of the new group into the Process Path field and type in the desired display
name into the Display Name field. Select the possible parent group from the drop-down menu of the
Parent field. If no parent group is defined, the new group will be added to the root level under the
Equipment Model folder. This way, a hierarchy of variable groups can be created and maintained.

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Section 6 1MRK 511 642-UEN Rev. A
Configuring Equipment Model

GUID-9DD7D12D-3EA9-477E-A31E-F7FA6BDBFFE2 V1 EN-US

Figure 23: Filling in the information for the new variable group.
After committing the changes with the Commit button, the new group will be visible under the
Equipment Model structure.

6.3 Assigning variables to Equipment Model groups GUID-253062E4-62EB-4902-A293-E8C4B165C16A v1

The variables intended for the new group can be added one by one from the Variables list. Select
the desired variable from the list and select Properties from the pop-up menu. Select a Process Path
from the drop-down menu to the variable. The Process Path selection assigns the variable to the
variable group associated with the Process Path.

GUID-FBECD777-CB83-460D-9DA1-435FCA1F9F5F V1 EN-US

Figure 24: Selecting a Process Path to a variable assign the variable to the desired variable
group.
After all variables have been added to the group, all the variables can be displayed by selecting
Send To from the pop-up menu of the group. If there are displays configured for the Equipment
Model, they can be used to verify the contents of the newly created group.

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1MRK 511 642-UEN Rev. A Section 6
Configuring Equipment Model

GUID-CC810F97-0EE9-4B38-9345-738731C95C47 V1 EN-US

Figure 25: Variables of one variable group displayed as a trend.

GUID-594EC2A1-37DD-4ED4-A153-7927A3497298 V1 EN-US

Figure 26: A trend presentation of a collection of system variables grouped using the
Equipment Model functionality.

MicroSCADA X SYS600 10.5 39

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40
1MRK 511 642-UEN Rev. A Section 7
Configuring template report

Section 7 Configuring template report GUID-A6E69776-BD62-4C06-A41F-1F8A21500AB0 v1

7.1 Creating a report using a template GUID-EE9BFCA9-E863-4D9B-9D44-4E79A7545872 v1

Right-click the tree folder in which a new report should be created. Select New Tree Item and the
required template from the pop-up menu.

GUID-1E6E868C-919C-4AC4-9EA2-3505CE399A41 V1 EN-US

Figure 27: Accessing report template from tree context menu

The folder will display a new report item with the name prefix New and the name of the selected
template. Enter an appropriate name for the report.

Open the new report.

Add variables (columns) to the report by dragging a variable from the variable list. When variables
are dragged from the variable list, the report definitions comply with the report template defaults.

Save the report. If any changes are done to configuration, an asterisk (*) is visible in Vtrin display tab
at the top. Configuration is saved to the same Vtrin tree item as opened by using CTRL+S.

7.2 Report configuration GUID-31F512AD-0837-4BAC-B75D-4594C604CF28 v1

7.2.1 Accessing report configuration dialog GUID-375ED00F-88F5-477B-B5C2-56D34D33EB00 v1

Open the Report configuration form by right-clicking a report toolbar and selecting Configure from
the pop-up menu.

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Section 7 1MRK 511 642-UEN Rev. A
Configuring template report

GUID-D88A7425-8B1B-4CA5-9B87-8DC619F94471 V1 EN-US

Figure 28: Accessing Configure dialog from report toolbar

Close the configuration by pressing the Close button at the bottom right. The Close button closes
configuration but enable the user to continue using the report with current configuration (some
configuration is applied only when report is opened again). Close the entire report by pressing the X
on the top right corner of the dialog.

7.2.2 General tab GUID-E87B4557-33F6-44FA-84BA-80745D3C080E v1

Report template has general settings. General settings are applied in all configured levels in report.

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1MRK 511 642-UEN Rev. A Section 7
Configuring template report

GUID-0E3662E3-64B7-4FB9-AED1-37396BDBE5B3 V1 EN-US

Figure 29: Configure dialog – General tab

Table 1: Description of General tab items

Tab items Description

Orientation Report orientation. In a portrait report, each separate item is printed onto one
column and period values onto rows, and vice versa in a landscape report.
Values Values settings enables the user to define how fetched values are aligned, the
usage of thousand separator and font size. Alignment can be either center, right or
left.
Default font Default font used in a Report worksheet. These settings are applied only when a
report is opened.
Titles General configuration has two optional titles, while each level also has a title level
definition. Boldface and font size can also be set. Titles are printed on top of the
fetched values.
Table continues on next page

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Section 7 1MRK 511 642-UEN Rev. A
Configuring template report

Tab items Description

Validity There are two different kind of general validity configurations. Time validity
settings mean that fetched values can be limited to certain time of period. If the
time selection is out of validity time, no values are printed. The other validity
setting affects the fetched value's validation. If the validity of value
(representativeness) is less than the configured limit value in the report, the value
is marked as invalid (magenta and number sign (#)).
Even raw data in the database already has validity information, report has its own
limits, because results are always manipulated (by filters) somehow from raw
data. If the check box left of Average and others limit is unselected, the validity
limit is taken from fetched history table. Otherwise, the limits can be given
manually (0-1, 1 means full representativeness). The average limit is used for
table types average, current history, last, first, forecast and deviation.
Separator Separator configuration enables to distinguish periods and items. Periods can be
separated by lines or by background color. The value on the left of the period
radio buttons means the number of periods when the separator is added.
Color is defined by RGB values separated by comma. The color editor is launched
by pressing the button next to the RGB textbox. The button face is also used to
preview the selected color.
Item line separator If the Item line separator check box is selected, lines are added between fetched
values.
Other options
Auto If Automatic fetch is selected, the values are fetched after start time is changed
after delay in seconds defined in text box. If both time selections (start and end)
are visible, automatic fetch is not done.
No time shift If No time shift is selected, all times represent UTC time (time parameters and
period timestamps). Offset in hours can be given in text box.
Alias If the Alias check box is selected, alias names are used instead of variable names
when variables defined. Alias in one property of variable and is not defined as
unique.
Variablename to description If Variablename to description is selected, the default variable description is set
to the variable name instead of the variable description when variables are
defined.
Worksheet menu Valid only when Excel 2010 is available and Excel report template plugin is
configured into use instead of grid report template plugin. If the worksheet menu
check box is selected, the Excel menu is visible. Also Hide menu setting in the
report toolbar menu effects this when the report is open. (Figure 28)
Show gridlines If Show gridlines is selected, gridlines are set to visible (cell borders).
Show headings If Show headings is selected, row numbers and column letters are set to visible.
Share times If Share times is selected and several levels are defined in the report, the
previous defined time parameters are copied to input time parameters when the
level is changed. Otherwise, the level time parameters are initialized by default
calculations and hold their own previous selected times.
Freeze times Freezing is a method to freeze certain areas to be visible all the time. If Freezing
times is selected, the period timestamps are frozen.
Freeze items Freezing is a method to freeze certain areas to be visible all the time. If Freezing
items is selected, the item descriptions are frozen.
Show user If Show user is selected, the user identifier (name or username) logged to Vtrin is
added after period values.
Show printing time If Show printing time is selected, the fetch time is added after period values.
Representativeness If Representativeness is selected, the value's representativeness is added next
to the value in brackets in case of representativeness is not [0%] or [100%].
Configuration disable check If Configuration disable check is selected, the users without report configuration
modification rights cannot open the configuration dialog.

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1MRK 511 642-UEN Rev. A Section 7
Configuring template report

7.2.3 Levels tab GUID-21C96D64-94EA-4F61-9F0F-D7698546CCE5 v1

Report template must have at least one added level. A level can be seen as one report. One
configuration can have several levels added but the results of only one level are shown at a time.

Levels are configured from the Levels tab.

GUID-C01CE9CE-8D31-4FC1-907D-069EFFE089AF V1 EN-US

Figure 30: Configure dialog – Levels tab

Level is added or deleted only when the Levels – General tab is active.

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Section 7 1MRK 511 642-UEN Rev. A
Configuring template report

Table 2: Description of Levels tab items

Tab items Description

Level identifier Level can be changed either by pressing the up or down buttons or by entering
the identifier manually. The first level identifier is one and it is opened from Vtrin by
default.
Add New Adds a new level to configuration. The new level is added on the bottom of the list
of levels. If one level already exists before adding a new one, the first level
variables are automatically added to the new level. The new level has one
variable by default (zero index), which is not fetched to report, but is used in
configuration.
Delete Deletes the current active level in configuration (visible in the level identifier).

7.2.3.1 Levels – General tab GUID-D08969A9-719C-4210-83D6-ADC88F3E2123 v1

Level configuration is handled tab Levels/General. Each level has also three sub tabs: Periods,
Layout and Print.

Table 3: Description of Levels-General tab items

Tab items Description

Name The name of the level. Name is used as the identifier of a level in the drop-down
lists in report toolbar if several levels are included.
Level title The level title is printed on top of the values. Boldface and font size settings are
also included.
Basetime Basetime is used as the date from which a period in a report begins. If default time
calculation is disabled, basetime is used as default time when a report is opened.
Fixed period selected means that the Start fetch time is rounded against the
basetime when the fixed report length selected. The time period length accuracy
in rounding depends on the selection next to the report interval configurations.
Recalculation Recalculation configurations are used as default parameters for recalculation
activation, if it is launched from report toolbar. Past drop-down list includes
recalculations defined for default RTDB-Scheduler (and for past scheduler if used
in system). Future drop-down list includes recalculations defined for default RTDB-
Scheduler (and for future scheduler if used in system).
Scenario Not supported
Show value producer If selected, information about value producer is added as comment to values (if
known). Producer is also skipped if it is not changed. Select only temporarily, not
applicable for normal use.
Skip template If selected, Skip template leaves the template report sheet unprocessed. Do not
use this unless there is at least one other sheet visible in the workbook.

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1MRK 511 642-UEN Rev. A Section 7
Configuring template report

Levels – General-Periods tab GUID-B8145420-E131-42C9-BACA-29F36BA7AF08 v1

Table 4: Description of Levels-General-Periods tab items

Tab items Description

Intervals Unselecting Fixed period means that even in a fixed report length case, the Start
fetch time can be selected in report period length accuracy.
Fixed length: If Fixed length is selected, only the start fetch time is visible in
report toolbar, and the end fetch time is calculated from the report length
configuration below the Fixed length check box. Unselecting Fixed length makes
the end fetch time selection visible in the report toolbar. Report length
configuration is used then only when opened from Vtrin.
Period length: Period length in the report.
Default period length: Selecting Default period means that report default time
calculation is done. Otherwise, the report basetime is used as the default time. In
default time calculation, current time is first rounded down to the closest period
start Default period length increments. Then, the time is jumped forward or
backward in Default period time units depending on the integer configuration next
to the Default period check box. Positive values mean that the time moves forward
and negative values mean that it moves backward. Finally, other times are
calculated by taking the report length units either forward or backward depending
on the Periods forward configuration. Smaller of the two times is used as the
selection for default fetch start time.
Spin period length: Spin period length defines how much previous time
selections are changed forward or backward when using the Spin button in the
report toolbar. Typically, spin period length is set to be the same as the report's
fixed length configuration.
Current Period Current period configuration is used to define which (past or future) configuration
is used for the current period. If past is selected, the fetch parameters are taken
from past configuration, otherwise from future configuration. For longer period
lengths, it can sometimes be useful to even split the current period into two parts.
Current period splitting is defined with the splitter period configuration. For
example, if report period length is one month and the data is available at the hour
level, the current period is possible to be split into two parts. Split time is
calculated by rounding the current time to floor or ceiling in period selection
increments. One hour floor results in the current hour start. Splitter period
rounding is the only rule used for rounding and must be selected separately for
each item if it is also wanted to be used.
Default period Default period selected means that the report default time calculation is done,
otherwise the report basetime is used as default time. In default time calculation,
the current time is first rounded down to the closest period start in Default period
length increments. Then time is then jumped either forward or backward in Default
period time units depending on the integer configuration next to the Default period
check box. Positive values mean that the time is moved forward and negative
times mean that it is moved backward. Finally, other times are calculated by taking
the report length units either forward or backward depending on the Periods
forward configuration. Smaller of the two times is used as the selection for default
fetch start time.
One period If One period is selected, only one period for any time selection is shown. Period
length equals the fetch time interval.

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Configuring template report

Levels – General-Layout tab GUID-2F2969F1-4CEC-4C2A-8382-CCA9AA5B889F v1

GUID-43DDE911-FDE0-4FA0-82AD-1F5B347F29E5 V1 EN-US

Figure 31: Configure dialog – Levels-General-Layout tab

Table 5: Description of Levels-General-Layout tab items

Tab items Description

Description & unit Description and unit configuration enables the user to set bold and font size for
the description area texts. Backround color can also be set. The description area
is shown below.
Current period separator Certain periods can be highlighted in the report by selecting the background
color check box in Current period separator configuration. Color is given in RGB
values and defined from the button next to RGB textbox. The highlighted interval
is defined by offsets (with the report period length as unit). Values less than zero
lead to the past and values larger than zero lead to future. For example, in one
hour period report values 0, and 0 leads to the current one hour period to be
highlighted.
Column width In portrait reports, column widths can be set in configuration.
Period date format Period timestamp is split into date part and time part. Formatting the date part can
be set from configuration if default formatting is not applicable. Insert date in the
US English format using Y for year, M for month and D for day.

Levels –General-Print tab GUID-F80F8F4C-2C1B-4011-AEBB-13274768A400 v1

GUID-3C343497-64FF-4292-AAC0-0704E1444758 V1 EN-US

Figure 32: Configure dialog – Levels-General-Print tab

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1MRK 511 642-UEN Rev. A Section 7
Configuring template report

Table 6: Description of Levels-General-Print tab items

Tab items Description

Printing orientation Allows the user to print sheets sideways (Landscape view). This feature is very
useful for spreadsheets that are too wide to be printed using the default portrait
view.
Adjust to Scaling: allows the user to adjust the size of the report worksheet.
Fit pages Scaling: If the worksheet has a lot of columns, the Fit pages settings can be used
to reduce the size of the worksheet to better fit the printable page.
Margins in printing Starting from the left box value, the targets are (clockwise): left, top, header, footer
and bottom margin. The button next to the margin copies the margin values from
corresponding settings if desired.

7.2.3.2 Levels – Variables tab GUID-782151CF-1B1F-4AE3-BD53-0BD16C9B3E83 v2

A report template must have at least one level added to it. One level can be understood as one
report. Variables are added separately to each level. In configuration, each level has a zero index
item, which is not fetched to report, but is used in configuration. It is used as the default item for a
new item added to the report, as well as a reference to certain settings.

GUID-204E653A-D181-4EE1-8E91-A1A7C353A880 V1 EN-US

Figure 33: Configure dialog – Levels-Variables tab

Variable configuration for levels is found in the Levels/Variables tab. The Variables tab has several
other tabs that include configuration for selected variables.

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Section 7 1MRK 511 642-UEN Rev. A
Configuring template report

Table 7: Description of Levels tab items

Tab items Description

Variable identifier A variable can be changed by pressing the up or down buttons or by entering an
identifier manually. The first variable identifier is zero, and it is not fetched to
report, but is used in configuration.
Add New Adds new variable to the level configuration (one level only). A new variable is
added as the last item in the list of variables. The new variable has default values
that are copied from the zero index variable on the same level.
Delete Deletes the current active variable from variable configuration (visible in variable
identifier) of the current active level in configuration.
Description and Unit Item description used in the report. If the check box on the left is not selected, the
description is fetched automatically from variable configuration in the database
when the variable is changed. If the check box selected, description text box is
changeable and is not automatically changed even if the variable is changed.
Newline (\n) can be used in the description text.
Item unit used in report. The check box next to the description locks or unlocks the
unit the same way as described above.
Allow enum text If Allow enum text is selected, text is printed instead of numerical value for binary
variable enumeration.
Hide Item If Hide item is selected, a variable is fetched but not printed on the final report.
This is useful if calculated items are involved in the report and only the results
should be printed.
Maintenance allowed The first check box on the left must be selected to enable item values to be
updated.
History substituted If History substituted is selected, updated values are protected against overwriting
by other applications.
Span update If Span update is selected, each update is done in span mode, which guarantees
that only manually updated periods are changed. Other option is Point mode,
which updates the changed periods the same way but does not check if the
following periods will be changed as well due to a missing value. Span update
mode is often the best selection.
Decimals Decimals configuration is used for item period value formation. This formation is
also used in additional value formation if not overwritten. Each item has four
options:

• General, where the value follow the general style, which means that
decimals are shown as much as needed or possible
• Past variable takes the number of decimals from past configuration variable
definition from the database if a past variable is defined
• Future variable takes the number of decimals from future configuration
variable definition from the database if a future variable is defined
• Manual option enables the text box on the right and the number of decimals
can be entered manually

Other items except for the zero index also have a fifth option, which is always the
first one in drop-down list. Selecting this first default options means that the
formation for this item is taken from the zero index configuration.

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1MRK 511 642-UEN Rev. A Section 7
Configuring template report

Levels – Variables-General tab GUID-C255E1EB-96C7-42CA-BA92-62259DA76A0F v1

Table 8: Description of Levels-Variables-General tab items

Tab items Description

Formula Report item can be calculated from other items in report. Formula for period from
other item(s) from same period is defined by Excel RC reference style. Formula is
better define with formula helper sheet activated from button next to formula
textbox. Select calculated item from variable identifier before going to definition
helper sheet. Before formula is defined add items to be referenced first.
For example there could be two items: the first is fetched from database and the
second is calculated from that.
Press the button next to formula text box to go to Excel. All items defined in report
are printed to first row with description and variable name. Calculated items has
description calculated. Cell to where Excel formula is defined is colored yellow and
selected automatically. Formula starts in Excel with =.
If reference to other items needed click second row cell under description when
defining formula. Remember to press ENTER when formula edition ended to leave
cell editing mode.
Return to configuration dialog from report toolbar button back to configuration.
Defined formula is copied to formula textbox. If formula defined to item there is no
fetch from database even some configuration available in variables and tables.
Calculated value is only available in report.
Show formula If show formula selected report adds formula to be visible Report worksheet if
possible (no hided items or filtering). Otherwise only value is copied Report
worksheet.
Validity Calculated item values are always valid. Item validity setting enables to set validity
time limits to each item to be included to report. If check box selected time
component is set to editable.
Filtering Filtering settings enable to skip item from report if certain condition is realized. If
zero filtering selected condition to skip item printing is if all period values are equal
to zero. If check box selected condition is if all period values are invalid. If
missing check box is selected period values are not printed (repeat check box
unselected).
Filtering setting doesn’t mean that only certain periods are left out from report if
condition is true but if all period values fulfill condition the whole item is not
printed.
Current period splitter Current period splitter is option if at Levels – General – Period tab defined
current period splitting is applied to item. If not selected current period is handled
as any other period in report. If check box selected, also value producing type
must be defined from drop-down list. Also remember to use history table
applicable to rounding rule

Levels – Variables-Past tab GUID-FE59CB25-601A-463E-B4A3-456DC8D1B1B9 v1

Item related configuration for past periods is found in the Levels/Variables/Past tab.

GUID-1F36F37C-2BF8-467E-A3BF-2D5FFE69B389 V1 EN-US

Figure 34: Configure dialog – Levels - Variables-Past tab

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Table 9: Description of Levels - Variables-Past tab items

Tab items Description

Fetch data Fetch data must be selected if the item should be handled for past periods
(fetched from database or calculated in the report).
Repeat Repeat selection means that the value of the period is always shown. If not
selected, the values are printed only for periods from where stored points are
found. Do not leave this unselected if it is not known whether the value should be
stored for each period or not. The Repeat setting is not applied to calculated (in
report) items.
Fetching parameters Fetching parameters are available if calculation is not defined for the item.
The first drop-down list is for the variable. Variable names are case sensitive. If a
variable is not found from the database, the text is colored blue. If a variable is
created while the report is open, it is not available on the list. If the Alias check box
in report configuration's General tab is selected, variable name is defined
"alias@variablename".
The second drop-down list is for history table. History tables are also case
sensitive and if the selected table is not found from the database, the text is
colored blue. For other items besides the zero index, an extra option is available
on the list. The first option always refers to the selection made for the zero index
item.
The third drop-down list is a filter for Vtrin fetch. The filter is a rule for Vtrin to
manipulate the original raw data. A report produces, by default, a filter based on
the history table type. If this is not applicable, define the proper filter without period
length. For example, if an average one hour table is used in one day period
values, the default filter calculates the average, but if a raw sum is wanted, a filter
must be given. The correct filter for Vtrin is SUMRAW1DAY, but because a report
adds a period length automatically, the correct definition is SUMRAW. Exception to
rule is if CALC filter used, in which case the period length must also be included.
In filter configuration, it is also possible to reference to the zero index option.
Scaling Scaling enables the user to multiply a fetch result before it is printed in the report.
It is needed, for example, if a value is shown in the report in different unit that how
it is stored in the database. Define the scaling factor in the text box. Simple
calculations are supported if the scaling string starts with =, for example =1/3600
(executed in cell).
If the time scaling check box is selected, the fetched value is multiplied by the
number of time unit periods included in each fetched period. For example, if the
average history table used for day value and time scaling in hours is defined, the
day average value is multiplied by the number of hours in each day.

Levels – Variables-Future tab GUID-9197FA5B-4F5A-4A07-8D9C-099CA2ECED29 v1

Item related configuration for future periods is found in the Levels/Variables/Future tab.

GUID-0D852108-62BC-4DE1-A901-3C87DF42DF0F V1 EN-US

Figure 35: Configure dialog – Levels - Variables-Future tab

Table 10: Description of Levels - Variables-Future tab items

Tab items Description

Same as past If future period fetching is wanted to be same as past, check the Same as past
check box. Past parameters are also copied to the Future tab.

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Other configuration options in the Future tab are the same as in the Past tab.

The future functionality is not supported, and it is recommended to not change any settings on this
tab.

Levels – Variables-Order tab GUID-788F5987-604A-4BAD-97BE-23595865D93A v2

There are several order tabs in report configuration for levels, variables, additional values and charts.
The functionality is same for all. Items in the list are handled in the shown order, and if the order is
needed to be changed, the list can be modified. Modify the list by first selecting an item (selection is
shown with blue color) and then clicking either Move Up or Move Down as many times as needed.

GUID-5A1D8313-CF2C-4AD2-AA44-1E3F6E24FE9D V1 EN-US

Figure 36: Configure dialog – Levels-Variables-order tab

Levels – Variables-Additionals tab GUID-36C781FB-2295-4DA9-B613-E08146AF4F67 v2

If additionals are defined for a report, they are visible in a list in the Additionals tab.

These additional settings are done separately for each variable. The different columns are:

Table 11: Description of Levels-Variables-Additionals tab items

Tab items Description

Additional name Read only, taken from the additional configuration.
In Use If selected, additional value for a variable is produced.
If not selected, the number format (number of decimals) is taken from item number
format definitions used for period values. If selected, number of decimals is
defined separately (see next).
Decimals Number of decimals. Used only if the previous column value (Format in use) true.
Scaling Scaling enables the user to multiply a result before it is printed in the report.
Simple calculations are also supported if the scaling string starts with =, for
example =1/3600 (executed in cell).
Note! If the period value is already scaled, the additional value already includes
scaling if it is calculated from period values.
History Additional value can be read from the History table.
Time scaling in use If selected, the result is multiplied by the number of time units in the fetched time
span (see next).
Time unit Time unit used for time scaling.
Formula Additional value can also be produced with Excel formula. Additional formula is
supported to reference both any other additional value or all periods (own or other
variables). Add the variables to be referenced before adding formula. The formula
should be defined with the formula helper sheet that is activated by clicking the
button next to the Formula text box. Procedure to define a formula is the same as
when it is done to period values.
Show formula If Show formula is selected, the formula will be visible in the Report worksheet if
possible (no hided items or filtering). Otherwise, only the value is copied to the
Report worksheet.

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Levels – Variables-Charts tab GUID-40C629CE-01EC-439E-8724-F7B18F90217C v1

If charts are defined in a report, they are visible in a list in the Charts tab.

GUID-96B895BD-BD11-4A9A-8E62-63714E217244 V1 EN-US

Figure 37: Configure dialog – Levels-Variables-Chart tab

These chart settings are done separately for each variable. The different columns are:

Table 12: Description of Levels-Variables-Charts tab items

Tab items Description

Chart name Read only, taken from the chart configuration.
Add If selected, variable is added to chart.
Chart type Chart type for a variable. The list is the same as for where chart default type is
defined, except the first item on the list is called Default. Default type is taken from
chart definition.
Note! If "Scattered by only markers (XY trend)" is used, ensure that the items are
ordered correctly. It is first used for X and second for Y (not possible to draw XY
from only one variable).
Value to chart Defines which results are added to the trend. The first item on the list is always
Period and the rest are defined as additionals in the report. For example, a line
trend is drawn from period values, but a pie trend from one value only (one of
additionals).
Batch If Batch selected, old trends for this item will not be deleted before adding new
ones. That way the user can, for example, read two or more different intervals and
compare them in a chart.
Secondary axis If selected, the secondary axis is used for a variable.
Order Enables the user to effect in which order the different items in chart are drawn.
Rule for ordering is that all items without a given order get the number 10000000.
Items with the same order number are drawn in the same order as the variable is
defined in the report. If the order is not good, positive or negative numbers can be
given to some or all of the items. The smallest order number is drawn first. Special
order is given by adding a – (minus) sign after the number. Items that end with –
are drawn last. If several items have a minus sign, they are compared against
each other. With the minus sign, the user can move an item to the bottom of the
list without adding order to all the other items as well.
Name If a Name given, it is used in chart legend, if visible.
Trend color Color of a trend item. If not defined, the color is automatic. Otherwise, the color is
defined the same way as any other colors in the report by activating the color
editor dialog by pressing the button next to the text box. The color is defined in
RGB. A special setting is 0,0,0 which is handled as transparent (if supported by
the chart type).

Levels – Variables-Sheets tab GUID-E900D64F-5373-4824-85DA-9FCC9B8E735A v1

If sheets are defined in a report, they are visible in a list in the Sheets tab.

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GUID-6BF57655-7D21-460E-AEB9-211D04EA5237 V1 EN-US

Figure 38: Configure dialog – Levels-Variables-Sheets tab

Table 13: Description of Levels-Variables-Charts tab items

Tab items Description

Add New Adds a new sheet printing related item to list. The same item's fetch results can be
printed on several sheets with several ranges. The item order is not meaningful.
Delete Deletes the selected item related to sheet printing from list. To enable the Delete
button, the row header must be clicked.
All levels If selected, the setting is valid at all levels for same variable index. If the first
variable in level 1 has All levels selected, the first variables at all other levels will
follow the same setting. Setting All levels to false is done only at the level where
the definition done.
Value to sheet Defines which results are printed. The first item on the list is always Period and
rest are defined as additionals in the report.
Sheet Defines to which sheet the printing is done. Sheets defined in report will be
available in list.
Range name Defines the Range name (cell) to where an item is printed in the sheet. It is useful
to manually provide good names for the cells, which can make bigger changes in
layout afterward much easier to handle. Excel's default names, such as A3 or C5,
can also be used. If the range name is inside brackets [], an offset to the actual
range location is added (do not define the brackets to the actual range name).
Offset is equal to the number of periods.
Print downward Defines the direction to which the items are printed if there are more than one item
to print.
Add validity If selected, the same value status coloring as is used for template values is also
added to printing.
Use formatting If selected, some formatting is added by the template report if applicable.
Formatting may include, for example, number format, horizontal and vertical
alignment, font size and the Shrink to fit setting.

7.2.3.3 Levels – Copy tab GUID-9325587B-BF7E-499F-983C-468DB50665C1 v1

Copy level items to other levels.

Variables at each level in report are defined separately, which means that they can differ from each
other if necessary. When a new level is added to configuration, the variables from the first level are
added automatically to the new level. When a new variable added to a level, it is added only to the
selected level. If variables in different levels are wanted to be same, the Copy functionality found in
Levels/Copy is supported. Only the variables are copied, not all other level configurations.

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GUID-C15C5838-BFA6-4040-AEEB-48C01122419F V1 EN-US

Figure 39: Configure dialog – Levels-Copy tab

Select the level from which to copy from the box on the left and the target level(s) from the box on the
right. After the selections are made, the Copy all items button is enabled. Press the Copy all items
button to copy the selected items.

7.2.3.4 Levels – Order tab GUID-A24C1737-AFA0-4C51-A6F5-6F45C10CC188 v1

Functionality is the same as in the subsection Levels/Variables/Order of the Section 7.2.3.2.

7.2.4 Advanced tab GUID-1D1FA8F9-2454-4E15-9FF8-988D577DC923 v1

Advanced settings are also general settings, which are applied in all levels.

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GUID-C61930ED-1C03-4794-A3C7-2818B8B59543 V1 EN-US

Figure 40: Configure dialog – Advanced tab

Table 14: Description of Advanced tab items

Tab items Description

Additional identifier Additional identifier can be changed by pressing the Up or Down buttons, or by
entering the identifier manually. The first additional identifier is one.
Raw time average and raw sum ignore value statuses (representativeness) and
includes all period values in a total value, which is often preferred in reporting.
Additional values In reporting, different kind of totals, like average or sum of all values are often
needed. These totals are called in report configuration by Additional values.
Additional values are added to all levels in report, but the items (variables) for
which they are calculated is configured individually.
Add New Adds a new additional to the configuration. A new additional is added as the last
item in the list of additionals.
Delete Deletes the current active additional form the configuration (visible in additional
identifier).
Group Group configuration is a property meant to support session parameters. If a group
name is defined for a report, some fetch parameters, such as level and fetch
times, are saved to the Vtrin session. When a report with the same group
definitions is opened from the same Vtrin session, the level and fetch times are
initialized by the last fetch.
Table continues on next page

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Tab items Description

Logo Define the picture filename used for a logo if other picture name than "logo" is
desired. Logo picture must be located on the server in the VtrinShared\R folder.
Update There are several update settings applied to all variables at all levels. Update
settings have an effect when the user wants the period values to be updated from
the report.
Comment: Every update can be commented. Comments are added from the
comment dialog. If the Comments check box is selected, every update is forced
to use the comment dialog.
Reading rejects updates: If selected, the user must send updated values to the
database before reading again, otherwise the updates are kept in memory and the
user can later on send all the updated values to the database at once.
Read after update: If selected, the last fetch is redone automatically after the
values are updated to the database.
Comments button visible: If selected, the Comment button will be visible in the
report toolbar. Then user can select whether comments are needed or not.
Allow update to past/future: These selections can limit which time periods can be
updated. If both are unselected, updating the values from the report is not
possible regardless other definitions.
Cyclic fetch Reading values can be automated, and thus it is not necessary to manually
activate reading when the report is opened. This is useful in situations where the
report is used for monitoring certain periods. Cyclic fetching is started from the
report toolbar menu, but the interval and fetch time are defined here.
Interval: Cycle for consecutive fetches.
Basetime: Timing for fetches in HH:MM:SS. For example, if the cycle is 5 minutes
and basetime is 00:01:30, fetches are done, for example, as follows: 16:01:30,
16:06:30, 16:11:30, etc.

7.2.4.1 Advanced-General tab GUID-2DADD6BC-4D10-4A2B-865C-9EA68DAB38B1 v1

Table 15: Description of Advanced-general tab items

Tab items Description

Name Additional name is used as the title next to additional values.
Type Additional type is defines how total values are calculated from period values (if
separate fetch or calculations are not used).

7.2.4.2 Advanced-Order tab GUID-7CCDFB8F-44B6-47D6-BD3B-65E14E9B66FB v1

Functionality is the same as in the subsection Levels/Variables/Order of the Section 7.2.3.4.

7.2.5 Chart tab GUID-2CD747DB-101B-45BA-A4D1-9F4B086A18C3 v2

Report template can also show fetch results in trends. All the main chart types are supported.
Configuration of charts is made from report configuration, not directly to charts. Each chart is
available as its own worksheet, and variables/values that are added to the chart must be selected
individually (by default, variables are not added chart). Charts are added from the Charts tab.
Configurations for the added charts are made in the Levels/Variables tab.

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GUID-A405B772-32CE-45BB-94DE-120A33360AB9 V1 EN-US

Figure 41: Configure dialog – Chart tab

Table 16: Description of Chart tab items

Tab items Description

Chart identifier Chart identifier can be changed by pressing the Up or Down buttons, or by
entering the identifier manually. The first chart identifier is one, and charts are
added to the workbook in the order of the identifiers.
Add New Adds a new chart to configuration. New chart is added as the last chart in the list
of charts.
Delete Deletes the current active chart in configuration (visible in the Chart identifier).

7.2.5.1 Chart-General tab GUID-AADD641E-C9DB-4D35-BEAB-7E8F6B0FFB5B v1

Chart configuration has three tabs. The General tab has following settings:

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Table 17: Description of Chart-General tab items

Tab items Description

Name Name is used as the worksheet name. The worksheet name is unique in the
workbook, and thus the selected name must be unique to the sheet identifier.
Default chart type Default chart type drop-down list includes all supported chart types. It is useful to
select a type which will be used for most variables included in the chart.
Title If given, the chart Title is used as the title of the chart, otherwise, the report titles
are used instead. Newline can be also be used, for example title1\ntitle2.
Add logo If Add logo is selected, the same logo that is defined to the report template sheet
is also added to the chart worksheet.
Activate when opened If selected, the chart worksheet is set to active when the report is opened from
Vtrin.

7.2.5.2 Chart-Layout tab GUID-A613A886-6179-4EF0-B690-C9F8889F4823 v1

Layout tab has several chart settings. Default values are used for settings that are not supported
because charts are created when the report opened.

GUID-22195298-80D1-4F00-A5F5-6589C8F4E246 V1 EN-US

Figure 42: Configure dialog – Chart-Layout tab

Table 18: Description of Chart-Layout tab items

Tab items Description

Legend Legend is used for variable identification (description and color).
Legend can be highlighted by border and positioned to the right, bottom, left, top
or to the corner.
All the chart types, except pie, have axes. All of the axes settings are similar to
each other except for primary category axis, which has two extra settings. Only
primary category axis settings are explained here.
Title and its orientation (horizontal, vertical, downward or upward) can be set if
wanted. Displaying major gridlines is also optional.
Timestamps can be positioned next to axis, high, low or none (left out). Timestamp
spacing means that only some timestamps are printed. 0 means that the setting is
automatic, 1 that every timestamp is printed, 2 that every other timestamp is
printed and so on.

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7.2.5.3 Chart–Order tab GUID-441F7A5E-B2A6-4BAC-A986-698F9C947987 v1

Functionality is the same as in the subsection Levels/Variables/Order of the Section 7.2.3.2.

7.2.6 Sheet tab GUID-FF8E0B63-648A-4323-90CE-517780A49380 v2

Report template does not require any saved Excel file in order to work. If the user wants to add any
own functionalities or layouts, a separate Excel file must be prepared.

Template report supports printing values to other worksheets defined by the user. The worksheets
must be added to an Excel file and are only referenced in the report configuration (template report
will not add, delete or rename worksheets). The name Report is used by the template report, so the
user's worksheets must be named differently. Also see Section 7.2.12

GUID-1585A4C9-5F1E-4382-8233-9826296F5836 V1 EN-US

Figure 43: Configure dialog – Sheets tab

Worksheets where values are wanted to be printed are configured in the Sheets tab.

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Table 19: Description of Sheets tab items

Tab items Description

Sheet identifier The Sheet identifier is used to separate sheets in configuration. Sheet identifier
can be changed by pressing the Up or Down buttons, or by entering the identifier
manually. The first level identifier is one.
Add New Adds a new sheet to the configuration but not to Excel. Sheets must be added to
an Excel file by the user. If there are no sheets with defined names, all
functionalities related to sheets are omitted.
Delete Deletes the current active sheet from the configuration (visible in the Sheet
identifier).

7.2.6.1 Sheets-General GUID-21F19CB1-2832-4A74-A6FE-06F228A2D6CF v1

When sheet is added to report configuration it can be referenced from two places.

First place is Sheets tab from where non-variable related settings are done. Second place is Levels
- Variables – Sheets tab.

Table 20: Description of Sheets-General tab items

Tab items Description

Name Name of worksheet referenced in report template. Name of worksheet must be
unique in Excel.
Add logo If add logo selected same logo is added also to worksheet which is defined to
report template sheet.
Activate when opened If selected worksheet is set active when report opened from Vtrin.
Add New Adds new general item to list
Delete Deletes selected general item from list. To enable Delete –button row header must
be clicked.
General items Type: Type of item. Supported item types are:

• Period times: each period start time

• Report interval: fetched time interval start – end
• Text: constant text defined to Text column
• User: user/username logged to Vtrin
• Print time: time of printing

Range name: Range name (cell) to where item is printed in sheet. It is useful to
give good names to cells manually. This makes bigger changes in layout afterward
much more easier to handle. Also Excel default names can be used like A3 or C5.
If range name is inside brackets [ ], offset to actual range location is added (do not
define brackets to actual range name). Offset is equal to number of periods.
Text: Constant text, valid only if type is text.
Print downward: If there are more than one item to print, defines direction of
items
Use formatting: If selected some formatting is added by template report if
applicable. For example number format, horizontal and vertical alignment, font
size and shrink to fit setting.

7.2.7 Product filter tab GUID-DBD71E5A-3436-45BE-9925-3E46BF50A10E v1

The Product filter feature is not supported.

7.2.8 Archiving tab GUID-C5660426-6317-4B13-99BD-CC3E173BBB9A v1

The report template can archive reports when the user clicks on the Archive button on the report
toolbar.

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GUID-28292C17-6632-46AA-BC94-1886F2B13BEE V1 EN-US

Figure 44: Configure dialog – Archiving tab

Table 21: Description of Archiving tab items

Tab items Description

show 'Archive' button Defines if the button 'Archive' is shown in the report toolbar
Directory Base directory where the archived file is stored
… Opens a directory browser
Create sub directories by When this option is chosen, the archived file is placed in a sub directory that has a
date date part

• YYYY: Year
• YYYYMM: Year and month
• YYYYWI: Year and week

Ignore 'Report' sheet in When this option is chosen, the archived file will not include the actual 'Report'
archiving sheet
File name Base name for the archived file
File format Format of the archived file:

• CSV: Comma Separated Values

• XLS: Excel file format
• XLSX: Microsoft Excel Open XML Spreadsheet

Table continues on next page

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Tab items Description

Date format Additional date to be added to the archived file name

• YYYYMMDD: Year, month and day

• YYYYMMDDHHMI: Year, month, day, hour and minutes
• YYYYMMDDHHMISS: Year, month, day, hour, minutes and seconds

Place by report start date

Date format (archiving) Additional date from the archiving time to be added to the archived file name

• YYYYMMDD: Year, month and day

• YYYYMMDDHHMI: Year, month, day, hour and minutes
• YYYYMMDDHHMISS: Year, month, day, hour, minutes and seconds

7.2.9 Email tab GUID-95F4DF00-DA1F-438C-90F2-FD47632CF2DB v1

The email sending feature is not supported.

7.2.10 Version tab GUID-16D71938-2EC3-466A-9459-48544ACE0F30 v1

The Version tab contains general information about the report, such as version information and
compilation time.

7.2.11 Adding a logo to the report GUID-F4B03DD4-52D0-46A9-BD80-F632229C845C v1

The company's logo can be added to a standard report. The logo is automatically placed in the upper
left hand corner of the report. The logo can be entered as a GIF, BMP, PNG or JPG format file. The
name of the file must be Logo (so that the full name of the file is either Logo.gif, Logo.bmp, Logo.png
or Logo.jpg). Note that the image must contain a border that separates the image from other content.

The logo file must be placed in the VtrinShared\R disk partition and directory. In addition, it must be
presented in the Autoload.lst file located in the VtrinShared root directory.

GUID-7ECB269B-392D-4E88-B1DD-E2262941D45B V1 EN-US

Figure 45: Defining Logo.gif in Autoload.lst file

Notice that the logo is a configuration shared by all standard reports, so that once the logo is set, it is
displayed in all the standard reports of the same system. Because the logo file is copied into the
working directory of all workstations, to change the file format of the logo (for example between GIF

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and JGP), the old file must be deleted from the working directories of all workstations. This can be
done by deleting each user's own C:\Users\<username>\AppData\Local\IsolatedStorage directory
and the subdirectories it contains.

7.2.12 User tailored Excel file GUID-E057CC07-CDF9-4C12-9141-CFE054ED7554 v1

By default, template report starts always with new empty workbook. Report template is adding
worksheet called Report to workbook for its own use.

If there is need for own report layout user can use also predefined Excel file. Template report
supports printing results also to other worksheets where user is designed layout. Prepare Excel file
not having worksheet called Report. Preferred location for file is the server where database is
running, because from there file can be copied to other clients without network mappings. If any other
location used take care that folder is mapped before opening report.

Vtrin is supporting file sharing between clients and server (original file). If file is located under
VtrinShared folder, Vtrin can copy it to client PCs. In addition if file is modified and saved in client,
new version can be copied back to server. Preferred location for report Excel files is D:\sc\Historian
\VtrinShared\R (disc letter may differ). In Vtrin tree item that is referenced by :R. For example if file
name is MyWorkbook.xls, add ":R\MyWorkbook.xls" to Command line parameter. Make sure that
there is space before additional parameters.

GUID-A759604F-100A-4C75-8CDD-5D3C1C1E7ADC V1 EN-US

Figure 46: Vtrin tree item configuration for user tailored report
Excel file is opened by default in read-only mode. If user wants to save Excel file from client, add
also /RW (":R\MyWorkbook.xls/RW") after file parameter. Also make sure that original file in server
can be overwritten. When report is closed and Vtrin detects changed file, it asks if file should be
copied to server too (Click Upload).

Remember to use Save Excel and close from report menu when there is need for saving
file. Otherwise all extra items (additional worksheet and logos) added by report template
are also saved.

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Section 7 1MRK 511 642-UEN Rev. A
Configuring template report

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1MRK 511 642-UEN Rev. A Section 8
References to Windows

Section 8 References to Windows GUID-55912DF9-EB8B-4BF0-A158-AAFD05D90E02 v1

References to windows (charts, lists, etc.) can be defined in the tree for variables. The references
allows for faster access to windows that are viewed often in connection with a certain variable or all
variables.

When a connected variable, for example in a chart legend or a variable list, is right-clicked, the Send
To command on the right-click pop-up menu shows the connected windows, which can then be
opened by clicking.

In the figure Figure 47, variable T_HIS_COUNTER shown in the chart legend is connected to the
Diary list window as well as the T_HIS_N_Trend and New Trend chart windows. Right-clicking the
row of the variable and then clicking Send To shows the names of these windows, which can be
opened by clicking.

GUID-C1B58C20-909F-4043-A432-D01B48781CDA V1 EN-US

Figure 47: Viewing connected windows with command Send To

8.1 To define references to windows GUID-8DA007BA-8ADF-4E00-B2C3-E71F2BC0578D v2

Define the references in the References window. Open Reference Configuration, through the
Maintenance folder inside the Definition lists.

To add a reference to a window:

• Fetch the desired variable to middle display (for example SYS_CPU0_Time, like in Figure 48).
• Fetch the desired view to the upper display (for example CPU load and CPU current, like in
Figure 48).
• Add a new row to lower display by choosing Edit. The option New will become available to
create a new row.
• Input the desired information:
• Text: The given name that will appear in the Send to box.
• Sort Key: Variable that will define the sorting order
• Source Type: Type of the given information
• Source ID : ID of the variable
• Target Type: TreeNode as default
• Target ID: ID in the upper display (defined the connected window).

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References to Windows

GUID-921C6EFC-6DF1-4100-8A6E-C4D20A150FBE V1 EN-US

Figure 48: Defining references

• To add a new reference in the Reference window, first insert a new row by clicking Edit and
New.
• Find the ID of the variable in the Variables window. Click the ellipsis (...) button in the Source ID
column of the Reference window and enter the variable ID in the opening edit dialog box. If the
button is not visible if, for example, changing an existing variable ID, first click the Source ID
column on the row.
If the user leaves (None) in the column, all variables are connected to the window specified on
the row.
• After making the desired references, click Commit to commit the changes and answer Yes in
the confirmation box. Click Revert to exit the editing mode.
• It is now possible to check in the Variables window that the windows that were connected to the
variable are shown in the pop-up menu when the variable is first right-clicked and Send To is
selected, as shown in Figure 48.

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1MRK 511 642-UEN Rev. A Section 9
Administration Logs and Lists

Section 9 Administration Logs and Lists GUID-B66E47E2-333E-4B8A-AC04-9C56059B83A9 v1

Windows ODBC Maintenance Log (Section 9.1) and User Logs (Section 9.2), help the user to
monitor SQL maintenance operations and user logins and logouts, as well as view the users of the
system.

• The windows are viewed like list windows. For example, rows can be searched with string and
time masks as well as order rows according to the selected columns.
• Click a row to view its properties shown in the log/list columns in the rows of the Properties
window. If the Properties window is not visible, click Properties on the Vtrin tool bar. The
Properties window can be dragged to a detached window as in Figure 49 to view more rows at
the same time. For more information, see the Historian Operation manual.
• Find out the meaning of the log/list columns by clicking a row in the Properties window. The
explanation of the column is shown at the bottom of the window.

9.1 SQL Maintenance Log GUID-88313945-62B2-4110-BECD-5D2D79987561 v2

The ODBC Database Maintenance window, which resides in the Maintenance/System/System

Logs folder of the Vtrin tree, shows maintenance operations performed in SYS600 Historian through
ODBC. The log shows the operations to tables that have been defined to be monitored.

GUID-F7C30A0D-79E5-4BE8-A9B6-A078A8031CA9 V1 EN-US

Figure 49: SQL Maintenance Log

9.2 User Logs GUID-59A86722-0E4C-4E8D-9513-9AE49E7A53FB v2

The Login Logs window, which resides in the Maintenance/System/Users folder of the Vtrin tree,
shows user logins and logouts. A login means the creation of an ODBC connection to the database.
The logins that occur during a configurable logging period (usually eight hours) are combined on the
same row.

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Section 9 1MRK 511 642-UEN Rev. A
Administration Logs and Lists

GUID-51E1DE2C-5C6D-4C2B-B7D8-824F025AEC31 V1 EN-US

Figure 50: Users window

GUID-103C3545-6B61-4AA5-99C8-D30084658CD2 V1 EN-US

Figure 51: Active Users window

GUID-C2A27E88-D142-42F5-BB81-C789D17A9B73 V1 EN-US

Figure 52: User Log window

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1MRK 511 642-UEN Rev. A Section 10
Templates

Section 10 Templates GUID-8E2FA758-D699-48FF-8557-1CD7BD210D05 v1

10.1 Introduction GUID-26C5CAE0-AE40-478C-8010-A14BEBC4A6AD v2

A template is a collection of controls, for example chart, legend, ruler, etc., with a specified layout and
properties. Templates are used for creating application chart windows that present data in a graphical
form. Figure 53 shows an example of a template.

GUID-696D6384-DE9B-45B6-8950-BBC82CCF9DAF V1 EN-US

Figure 53: Example of a template

When creating a chart windows, the user can take an appropriate template as the basis for it and
then add variables and specify how they are presented. For instance, to create a chart window
showing trend plots (Figure 54), the template in Figure 53 can be used, add two variables and
specify them to be shown as trend plots in suitable colors.

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Templates

GUID-09DC54B5-2B41-4E33-AABF-49E96E4A10C9 V1 EN-US

Figure 54: A trend plot chart using the example template

Templates are basically like chart windows. What makes them templates is that they are stored in the
Maintenance/Display Library/Display Templates folder. When creating a new chart node in the
navigation tree, the menu shows the templates in the template folders (on the right in the figure
below). Templates from different folders are separated by a horizontal line in the menu.

Another important aspect of templates is inheritance, which is handled in Section 10.2.

10.2 Inheritance, Templates and Base Templates GUID-46BC29F1-6A29-43DA-9C4A-5671F0D33945 v1

A chart window can inherit controls from another chart window, called the base. When controls are
changed or added in the base, the changes and additions are also seen in the inheritor. Inheritance
makes it easier to achieve a uniform look for the chart windows.

Inheritance of the chart windows is implemented with both base templates and templates. Base
templates are chart windows where the user adds the controls that should be inherited. Templates
are otherwise empty (usually) chart windows that are specified to inherit a given base template.

When the user creates a new chart node in the tree by selecting a template from the opened menu
as the basis, they actually make a copy of the selected template. As a result, the chart window
inherits the same base template as the template, and therefore the changes in the base template will
also affect the chart window. See Figure 55.

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Templates

GUID-EBCB63D8-9EF0-46F7-8FC3-CB2D4F7045CE V1 EN-US

Figure 55: Templates and base templates

Base templates can inherit another base template. It is also possible to add controls to templates, but
the chart windows do not inherit these. However, the controls are copied to the chart window when it
is created.

Base templates are placed in an ordinary folder. Templates are placed in a template folder, i.e. a
folder whose type is template folder. Several folders can be used for base templates. When creating
a new item in the tree, the menu shows templates in all the template folders.

Developers and administrators create and maintain the base templates and create the corresponding
templates in the template folder(s). The end users should see and use the templates only.

10.2.1 Inheritance Rules GUID-1AF969D1-B6B1-4F65-8B0C-015ED272A4F4 v1

When the user creates a new chart window using a template that inherits a base template, the
following holds true for the new chart window after creation:

• Size and position of the controls are the same as in the base template.
• Properties, e.g. color and fixed text of the controls are the same as in the base template.
• Variables connected to the current values and symbols are the same as in the base template.
• No variables are connected to charts (or other collection type controls), even if variables are
connected to them in the base template.

In the new chart (inheritor):

• The size and position of the inherited controls cannot be modified, nor can they be deleted.
• The control properties like color, text, etc. can be modified.
• The variables connected to current values and symbols can be changed.
• Variable items can be added to charts and their appearance can be specified.
• If the inherited properties or variable items are changed, any later changes in the base template
do not affect them anymore. If they are not changed, the changes made in the base template
will also be seen in the inheritor.
• New controls can be added.

10.2.2 Inheritance Example GUID-3A5CA394-AE79-458C-BBB9-E2D465D7AF65 v1

As an example of how inheritance works, let us create a base template called Inheritance Example
Base (in the figure below) in the folder Base Templates RTDB. See Section 10.3.2.

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Templates

GUID-2B2520D5-66D2-4E55-A10A-AA4D441987B6 V1 EN-US

In the template folder Templates RTDB, a template (commands New/Folder) called Inheritance
Example that inherits this base template is created. Inheritance is defined by selecting the name of
the base template in box Base form in the Properties dialog box for the template (see the figure
below).

GUID-C53481D2-03E0-4214-8482-EF9B067D932A V1 EN-US

Then a new chart node called Inheritance Example Window is created by selecting the template
Inheritance Example from the menu that shows all templates (left in the figure below). This is
effectively the same as making a copy of the template with commands Copy and Paste.

When the Inheritance Example Window (see the figure below) is opened, it is apparent that it has
inherited the controls with their sizes and positions as well as the variables connected to the current
values. The variables in the chart are not inherited.

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GUID-6AEF6013-DC75-43DF-B7DC-350F3DC68EAD V1 EN-US

The color and text of the leftmost labels and buttons and the color and variable in the left current
value in Inheritance Example Window (see the figure below) is now changed. In addition, two
variable items are added to the chart.

GUID-80746E30-3B7E-490C-A97A-A0F0F997E9E0 V1 EN-US

Then the colors and texts of all labels and buttons and colors and variables of current values and
chart items in the base template are changed as in the figure below.

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Templates

GUID-450005F1-1996-4177-BEDF-86D8D1E74E41 V1 EN-US

The changes made to the rightmost controls will be visible in Inheritance Example Window when it is
reopened (see the figure below). The changes made to the leftmost controls are no longer inherited
because these controls have been changed in Inheritance Example Window.

GUID-7F0E4833-968B-47CC-B1B0-B5995DE0A2DF V1 EN-US

10.3 Creating Templates GUID-8CE3DAAC-78CF-4779-925B-3DDAB0BE5518 v1

Creating templates consists of the following steps:

• Create the base template.

• Create an empty base template or make a copy of an existing base template or chart node
in the base template folder (Section 10.3.2).
• Add controls (see Section 10.3.3).
• Define the position and size of the controls (see Section 10.3.4).
• Define properties of the controls (see Section 10.3.5)
• Define the anchors of the controls (see Section 10.3.6).
• Connect the controls (see Section 10.3.7).
• Create the template (see Section 10.3.8).

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Templates

10.3.1 Layout Definition and Run Modes GUID-5F95BEFD-C4C2-4306-9698-DA17F82AA828 v1

The default mode is the Run mode where the user can view chart windows and add data to them.
The user can define templates in the Layout definition mode. Design mode can be turned on and off
by clicking the Design button in the toolbar.

The Layout definition mode is divided into three different sub modes. The sub modes are the
following:

• Define size and position mode: Default Layout definition sub mode, used for adding controls and
changing their positions, sizes and properties.
• Define anchors mode: For defining how the controls are anchored in relation to each other and
the chart window.
• Define connections mode: For defining which controls are associated with the same data.

When the program is in the Layout definition mode, the button and the name of the current sub can
be seen mode in the upper left corner of the window.

When an inherited control is clicked, the text "Inherited" with yellow background appears
over the sub mode text. See Section 10.2.1.

Return to the Run mode by clicking Design button in the toolbar, or by right-clicking the empty
background and clicking the Layout Definition Mode command that now has a selection mark
beside it.

10.3.2 Creating a Base Template in a Base Template Folder GUID-5FD1A4A7-293B-4270-AAA0-BFF703CE4544 v1

Base templates can be created in a base template folder in the navigation tree. Base template
folders should be located in the Maintenance folder. The recommended folder names are Base
Templates X, where X stands for project name.

10.3.2.1 To create a template from an existing base template or chart window GUID-2A0DDA4E-5DAA-4E5E-850E-EDD0F429277C v1

1. Right-click the icon or name of the base template or chart node that will be used as the basis for
the new base template and click Copy.
2. Right-click the base template folder where the base template will be created and click Paste.
3. Right-click the base template icon or name and click Rename. Enter the desired name.
4. Right-click the base template icon or name and click Properties. Ensure that the Base form
check box contains None (unless another base template should also be inherited).

10.3.2.2 To create a new base template from scratch GUID-21939388-059D-41AE-AEA0-416EC214BFAF v1

A folder item can first be created in the base template folder, and then its type can be changed to a
chart.

1. Right-click the icon or name of the base template folder where the new base template will be
created. Point to New and then click Folder.
A new folder item appears as the bottommost item with the name New Folder.
2. Change the name to a suitable name for the base template.
3. Right-click the icon or name and then click Properties.
4. Select InternalForm as the item type and cGenericChart (default) as the form type. Click
Change Icon to select a suitable icon.

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GUID-3E1676C8-BD1B-40FC-BD32-C5CB822665D4 V1 EN-US

10.3.3 Adding Controls GUID-0F44A538-4D86-4B11-A7E1-48A384508370 v1

Controls and sub controls can be added to the chart window in the Define size and position mode.
Sub controls are controls that are added inside another control, the so called parent control.

10.3.3.1 To add controls GUID-B9B7E690-5960-4CFF-B5C7-A0324B2CD728 v1

1. Ensure that the program is in the Define size and position mode. For more information on how to
get there, see Section 10.3.1.
2. To add a control, right-click the empty background in the chart window, point to Add, and click
the desired control on the pop-up menu.
OR
3. To add a sub control inside another control, right-click the control, point to Add Sub Control,
and click the desired control on the pop-up menu.
4. Repeat until all necessary controls have been added.

The following controls are available in the chart window:

• Chart: Can contain various other controls. In chart windows, refreshed graphs of variables are
shown in a chart control, see Figure 53. Graphs are not controls.
• Current Value: Shows the refreshed value of a variable.
• Horizontal Splitter: Horizontal separator bar. The height of the controls to which horizontal
splitters are anchored can be changed by dragging the splitters in the Run mode. See Figure 53.

Place splitters under other controls so that they never cover the adjoining controls, even if
the positioning of the splitters is not very accurate. To do this, right-click the splitter and
then click Send To Back. Define the height of the horizontal splitters so that it extends
over the chart window or the parent control. Once this is done, the Anchoring is correct.
For more information, see Section 10.3.6.

• History Bar: Shows the start and end times when a part of the time span for history updating or
zooming is selected in the Run mode. It also contains the Commit button for opening the
History Updating dialog box. This makes the history bar obligatory in templates used for those
chart windows where history updating is allowed. Zooming is possible even without the history
bar. See Figure 53.
• Label: Contains fixed text.

Make the labels 3D (property BorderStyle = Fixed3D) and center the text (TextAlign =
MiddleCenter).

• Legend: Shows rows of information of the variables that are presented as graphs in the chart in
the Run mode. Each row contains, for example, an icon in the color of the graph. See Figure 53.
• Link Label:
• Ruler: Shows graph limits or axes in the Run mode. See Figure 53.
• Scroll Bar: In the Run mode, the user can scroll the contents of the controls to which it is
connected with the scroll bar. See Figure 53.
• Time Bar: Shows the time span, column width, and start and end times of the graphs in the
chart in the Run mode. See Figure 53.

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• Vertical Splitter: Vertical separator bar. Dragging the vertical splitters in the Run mode changes
the width of the controls to which they are anchored. See Figure 53.

Place splitters under other controls so that they never cover the adjoining controls, even if
the positioning of the splitters is not very accurate. To do this, right-click the splitter and
then click Send to Back. Define the width of the vertical splitters so that it extends over
the chart window or the parent control. Once this has been done, the Anchoring is
correct. For more information, see Section 10.3.6.

• Panel: The user can group for example buttons and labels inside a panel.
• Other: Other controls are available by clicking this command.

10.3.4 Defining the Position and Size of the Controls GUID-81DBFC22-4E41-475F-9A8D-F212C3EB1A43 v1

Define the position and size of the controls in the Define

size and position mode.

• Ensure that the program is in the Define size and

position mode. For more information on how to get
there, see Section 10.3.1.
• Drag the controls to the desired positions and
resize them by dragging the handles.
Several controls can be moved at the same time if
they are first grouped.

GUID-31178252-56D8-4145-A020-4F3C0E0317D9 V1 EN-US

10.3.4.1 To temporarily select a group of controls GUID-D156CEA2-C3DF-4E46-A1D5-FB24B7D40E6D v1

• Hold down the ALT key and select the area of the controls holding down the left mouse button
(rectangle select), or hold down the SHIFT key and left-click the controls one by one.
• Release the ALT key and mouse button or release the SHIFT key.
• Left-click the control that will be used as the reference. There are blue handle squares around
the reference control, the handles of other selected controls are white (the handles of the
inherited reference control are dimmed.)

Only same level controls can be grouped together, either main level controls only, or
subcontrols of a control only.

10.3.4.2 To remove a control from a selection group GUID-BD2EA961-7DE6-424C-9233-D8BCA9DAC548 v1

• Hold down the SHIFT key and left-click the control. (Clicking the same control again holding the
SHIFT key down adds the control to the selection group).

10.3.4.3 To cancel the selection group GUID-7B8B5B72-6944-479A-9CB0-51BA3A00F1DE v1

• Click the empty background in the chart window or any control outside the selection group.

10.3.4.4 To adjust the size, position or layout of the controls GUID-1A1DFB73-5223-4E88-B8FF-AAE28CA3ED87 v1

• Select the controls that need to be adjusted.

• Right-click the Reference control (with blue handles) to display the pop-up menu and left-click
the desired function in the pop-up menu.

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Templates

Menu term Description

Align Aligns other selected controls to the reference control so that the reference control is not
moved but the other controls are aligned to Left, Center, Right, Top, Middle or Bottom of
the reference control according to the user's selection.
Make Same Size Makes Width, Height or Both of the other selected controls the same size as the reference
control according to the user's selection.
Tile Tiles the selected controls (Horizontally or Vertically) bound to each other so that the
reference control is not moved but the other controls are moved according to the user's
selection.
Increase spacing Increases spacing between the reference control and the other selected controls so that
the reference control is not moved but the distance between it and the other controls is
increased by the same step, either Horizontally or Vertically, according to the user's
selection.
Decrease spacing Decreases spacing between the reference control and the other selected controls so that
the reference control is not moved but the distance between it and the other controls is
decreased by the same step, either Horizontally or Vertically, according to the user's
selection.
Make Spacing Equal Distributes the selected controls evenly either Horizontally or Vertically so that the
outermost controls are not moved but the distances between the controls are made even
according to the user's selection.
Move Moves all the selected controls Left, Right, Up or Down according to the user's selection.

10.3.5 Defining Properties of the Controls GUID-5F999475-ACEF-4F7B-A1EF-2371CCBC1049 v1

When the program is in the Size and Position mode, the properties of the selected control can be
seen in the lower left corner of the Vtrin window.

GUID-320D448F-B9CF-4F9F-BBDD-D55FC3053F46 V1 EN-US

Figure 56: Control properties

If the Properties window is not visible, click the Properties tab at the bottom to display it.

At the top, the name and type of the control selected in the template can be seen.

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The list (see Figure 56) shows the properties of the controls. The properties of the different control
types vary. The left column shows the property name and the right one the property value. Below the
list there is an explanation text for the selected property.

Above the list there are buttons, with which the user can control how the properties are shown on the
list. When a function is selected, the button background color turns white. The button functionalities
are:

• Categorized: Shows the properties listed under property categories, for example Appearance
and Behavior. Category rows are marked with a grey background. The properties belonging to
the category are listed in the rows under it.
• Sort alphabetically: Orders the properties alphabetically.
• Selected only: Not applicable to templates.
• Include read-only: Shows also the read-only properties that cannot be modified. Read-only
properties are dimmed when shown on the list.

10.3.5.1 To change a property value GUID-2BF52F5A-4D8E-4102-B3CC-ED9256A1DF61 v1

• Ensure that the program is in the Define size and position mode.
• Click the property row.
• Click the arrow button and select the desired option from the list.

10.3.6 Defining the Anchors of the Controls GUID-79F3C6E6-B41D-41C1-81E7-978C358FA6CE v1

With anchors, the user can specify how the controls are moved and resized in the Run mode when
the window is resized or the splitters are dragged to resize controls. Anchors can be seen and
modified in the Define anchors mode. After specifying the anchors, check in the Run mode that the
window behaves as planned.

There are three kinds of anchors:

• Fixed (red square with a white connector line): The edge with a red anchor always remains at a
fixed length from the control or window edge to which the anchor is connected with the white
line.
• None (grey square): The edge is not anchored anywhere. When a horizontal edge is not
anchored, the control maintains its height. When a vertical edge is not anchored, the control
maintains its width. When both a horizontal and a vertical edge of a control are not anchored,
the control maintains its size.
• Background (white square): The edges with white anchors maintain their proportional position in
relation to the window. They can be seen as pins that are attached to an elastic background.
When the background is stretched, the elastic control moves with it.

The anchor squares of an inherited control are dimmed. See Section 10.2.1.

The following examples aim to clarify the effect of the different anchors.

The positions of all edges with background anchors remain in proportion with the window when the
window is resized. The size of the control changes accordingly. See Figure 57.

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GUID-C453158B-8313-4C04-A606-B4E83FBFB03A V1 EN-US

GUID-4B0DFB8D-0D5A-47F8-B48C-BE6AD207668E V1 EN-US

Figure 57: All control edges with background anchors

A control anchored from two edges to the background (white anchors) keeps the position of these
edges in proportion with the window when the window is resized. The size of the control in Figure 58
remains the same because two edges are not anchored (grey anchors).

GUID-31148F28-ECA5-419B-8733-BF2A25454450 V1 EN-US

GUID-4B0DFB8D-0D5A-47F8-B48C-BE6AD207668E V1 EN-US

Figure 58: Two control edges with background anchors

Fixed (red) anchors maintain the distance from the window edges when the window is resized. The
size of the control in Figure 59 remains the same because its other edges are not anchored.

GUID-F8467F6B-1838-4DBA-93A3-C294EEFD1518 V1 EN-US

GUID-4B0DFB8D-0D5A-47F8-B48C-BE6AD207668E V1 EN-US

Figure 59: Two control edges with fixed anchors

When all edges have fixed anchors, the distances to the window edges remain the same when the
window is resized. The size of the control changes accordingly. See Figure 60.

GUID-69311B3A-6C2D-41D0-B67F-3E4A778F572D V1 EN-US

GUID-4B0DFB8D-0D5A-47F8-B48C-BE6AD207668E V1 EN-US

Figure 60: All control edges with fixed anchors

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Use controls with fixed anchors on all edges with care.

As an example, a small control (Figure 61 a) is anchored as in Figure 60. If the window size is
decreased in the Layout definition mode so much that its width is less than the sum of distances 1
and 2 and its height is less than the sum of distances 3 and 4 in Figure 60, the control cannot be
shown (Figure 61 b). However, if the program is switched to Run mode while the window size is
decreased (Figure 61 c), the system nevertheless tries to show it using the original size and original
position and stores the current situation. If the window size is then increased either in the Run mode
or in the Layout definition mode, the system keeps the new distances fixed with the result that the
size of the control is no more the same as the original size (Figure 61 d).

GUID-A95F4E32-1C87-4DAA-80FB-C13E4AB5CE7C V1 EN-US

GUID-E84A70CA-1F3D-436B-8125-B231FC974ED2 V1 EN-US

GUID-873942C6-FB0F-46D9-AAE1-29F3EC967F1D V1 EN-US

GUID-6E5AE495-35A6-4315-B874-B92933B6653B V1 EN-US

Figure 61: Small control with fixed anchors (a–d)

The controls have default anchors when they are added.

10.3.6.1 To change the anchor types GUID-2BC1BB07-7D44-45F2-A8A9-15DFA6FC4B66 v1

• Ensure that the program is in the Define size and position mode. For more information on how to
get there, see Section 10.3.6.

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GUID-30E61776-0B5A-4EC6-AFAD-AA97C832647E V1 EN-US

• To change the anchor type to None or Background, right-click the anchor and click the
appropriate command.
• To change the anchor type to Fixed, drag the anchor to the control or window edge to where it
should be connected. The white line appears showing the connection.
• After having specified the anchors, check in the Run mode that resizing the window and
dragging the splitters behave as planned.

Scroll bars, time bars, history bars, buttons and labels should retain their height, so leave one
horizontal edge not anchored (anchor type None).

Splitters should retain their positions, horizontal splitters their height and vertical splitters their width.
If the Splitters extend over the parent width, default anchoring can be used as follows:

• Horizontal splitters: Top edge is anchored to the background, where the bottom edge remains
unanchored. Right and the left side edges are fixed to the parent controls' edges.

GUID-557A16C5-9B60-4A31-B1CE-EC489E5497AE V1 EN-US

Figure 62: Horizontal Splitter

• Vertical splitters: The left side edge is anchored to the background, where the right edge
remains unanchored. Top and bottom edges are fixed to the parent controls' edges.

GUID-0DF3693D-E51E-4BEB-95F1-13DFE92F743F V1 EN-US

Figure 63: Vertical Splitter

10.3.7 Connecting Controls GUID-794503C0-C139-4DE2-816C-915579D76A15 v1

In this phase, a selected control can be connected to other controls. This allows the user to attach
data from other controls to the connected control. For example, the legend must be connected with a
chart before it can show information on the variables whose graphs are displayed in the chart. See
Figure 64.

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GUID-1AADB23C-7993-4C47-B813-E5D41D951611 V1 EN-US

Figure 64: Example template with connected controls

In templates for chart windows, the following controls are usually connected:

• Chart
• Legend
• Ruler
• Scroll bar
• Time bar
• History bar, if exists.

If there are several charts in one template, each chart usually has its own legend, ruler and history
bar (if they exist). All charts can share the same scroll bar and the same time bar.

10.3.7.1 To connect a control with other controls GUID-6DCDDD9F-8B2E-4A99-93C0-291E339127A7 v1

• Ensure that the program is in the Define connections mode. For more information on how to get
there, see Section 10.3.1.

10.3.7.2 To select a control to update the connections GUID-99F2DA9A-02FB-4EC8-B03D-1748101F92A3 v1

• Click the control that will be connected with other (target) control(s). The selected control is now
surrounded with a light-blue dashed line and small Connection boxes appear above it. The
names in the boxes show the control types that can be connected to the selected control.
• The connection box with grey background is a free connection property.
• When the selected control and the target control are connected, a connection box with a white
background and an arrow pointing to a white target box can be seen above another control. The
target box shows the name of the target control.

The connection boxes and the target boxes of an inherited control are dimmed. They
cannot be modified. See Section 10.2.1.

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10.3.7.3 To connect a control GUID-584FA9E5-B189-4C25-B833-8EE6F1F3E27E v1

• Connect a selected control with another control in the following way:

1. Point the selected Connection box with the cursor.
2. Press down the left mouse button.
3. Move the cursor over to the target control (which is of the same type as the one shown in
the connection box).
4. Release the mouse button.
• When the connection is successful, the arrow from the connection box points to the white target
box above the target control and the target box shows the name of the target control.

The chart connection with the timebar(s) is a special case. The chart can be connected
with several timebars. When the chart is connected to the first timebar, a white box
pointing to the timebar appears below the connection box and the first timebar property is
copied to the first item of the timebar collection. The next free timebar item of the
collection is shown as grey connection box, adjacent to the white boxes. See figure
below.

GUID-9263B549-406B-473D-BA72-71AEBA9A00FE V1 EN-US

10.3.7.4 To disconnect a control GUID-6D593F14-6B2B-4F75-9DBA-26E780EDFF6A v1

• Disconnect a target control in the following way:

• Right-click the connection box of the selected control.
• Select Remove Connection from the menu.

10.3.8 Creating a Template for the Base Template GUID-BF15CB52-C31D-46EE-B6CB-FC1AAB0B888B v1

First, create a folder item in the template folder and then change its type to chart. Make it inherit the
base template.

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• Right-click the icon or name of the template folder where the new template will be created. Point
to New and then click Folder.

A new folder item appears as the bottommost item with the name New Folder.

• Change the name to a suitable name for the template.

• Right-click the icon or name and then click Properties.
• Select InternalForm as the item type and cGenericChart (default) as the form type. Select the
name of the base template in box Base form . Click Change Icon to select a suitable icon for
the template.

GUID-C53481D2-03E0-4214-8482-EF9B067D932A V1 EN-US

When the template is opened, the user can see that it has inherited the controls from the base
template. It is possible to add new controls and connect variables to charts in the template. When a
new chart window is created using the template, these are only copied to the new window, not
inherited. If the template control properties and variables that are inherited from the base template
are changed, these definitions override inheritance, and changes in the base template are not seen
in the template, nor in windows based on this template.

10.3.9 Copying Templates and Base Templates GUID-446E812F-8785-4580-BF6D-4ACF4B2929CE v1

Specify the base template that a template inherits from the Base form drop-down list in the
Properties dialog box of the template. This information is stored internally as a global ID.

If the base template or the base template folder is copied with Copy and Paste, the
global ID of the base template changes. If the template should inherit the copied base
template, the user must change the base template specification in the template
accordingly. Moving with dragging does not change the global ID.

If the user wants to copy a template to another database, both the template and the base
template it inherits must be copied. When doing this, their global IDs change, and the
user must specify the base template again for the inheritor template in the new database.

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10.3.10 Examples of Templates GUID-EF2F3740-D86A-4245-AA51-38BC548059DB v1

The following sections provide examples for creating templates for chart windows with one chart as
well as a chart windows with two charts.

10.3.10.1 Chart Window with One Chart GUID-831F348C-3DFB-452C-B12F-CD04B109974F v1

The following example illustrates one way of creating a template for chart windows with one chart. If
the template is meant for charts with trend plots, the best position for the legend is below the chart
(Figure 65), for charts with columns, to the right of the chart.

GUID-6C29F498-D905-4F39-B991-2368F0957E3D V1 EN-US

Figure 65: Example template for chart windows with one chart

• Add the following controls:

• Chart
• Legend
• Time bar
• History bar: Obligatory if the template is meant for chart windows where history updating is
allowed. In addition, history bar shows the start and end times when the time span for
zooming is selected. However, zooming is possible even without the history bar.
Position the history bar between the time bar and the horizontal splitter. Make it as wide as
the time bar and right align with the time bar.
• Scroll bar
• Ruler
• Horizontal splitter
• Vertical splitter
• Specify the positions and sizes in the Define size and position mode. For example:
• Resize and position the legend at the bottom so that its distance from the bottom and the
edges of the window is the same as the frame width used in the template. Frame width is

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the empty space left just inside the window edges where no other controls except splitters
are drawn (see Figure 65).
• Move the horizontal splitter just above the legend and make it as wide as the window.
• If the history bar is not used:
• Move the time bar just above the horizontal splitter. Lengthen it so that it is as wide
as the chart control should be (i. e. the area where the graphs will be presented).
• Make the chart and scroll bar of the same width as the time bar.
OR

• If the history bar is used:

• Move the history bar just above the horizontal splitter. Lengthen it so that it is as
wide as the chart control should be (i. e. the area where the graphs will be
presented).
• Make the time bar, chart and scroll bar of the same width as the history bar.
• Move the time bar above the history bar.
• Move the scroll bar so that its distance from the top of the window is the frame width.
• Move the chart just above the time bar. Adjust its height so that its top reaches the scroll
bar.
• Right align the scroll bar, chart, and time bar (and history bar) with the legend.
• Move the vertical splitter to the left of the chart and drag its top to the top of the window.
After this, resize the length to the same as the frame height.
• Align the height of the ruler with that of the chart. Align its bottom with that of the chart and
its left edge with that of the legend. Drag its right edge to the vertical splitter.

• Define properties for controls as appropriate. See tips for splitters in Section 10.3.3.
• Specify anchors in the Define anchors mode as described in the following table, for example
anchor the legend with red anchors to the bottom and edges of the window and the horizontal
splitter.

Table 22:

Control Anchor of the left Anchor of the right Anchor of the top Anchor of the
edge edge edge bottom edge
Legend
To the window To the window To the To the window
left edge right edge horizontal splitter bottom edge
Horizontal Background None
splitter To the window To the window
left edge right edge
Time bar None
To the vertical To the window To the
splitter right edge horizontal splitter
History bar None
To the vertical To the window To the
splitter right edge horizontal splitter
Chart
To the vertical To the window To the window To the
splitter right edge top edge horizontal splitter
Scroll bar None
To the vertical To the window To the window
splitter right edge top edge
Ruler
To the window To the vertical To the window To the
left edge splitter top edge horizontal splitter
Vertical splitter Background None
To the window To the window
top edge bottom edge

• Connect the controls, see Section 10.3.7.

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10.3.10.2 Chart Window with Two Charts GUID-FD33D756-19F9-452B-B8FE-E3D433375166 v1

The controls needed depend on how the data will be presented in the chart windows that are created
from the template. As an example, let us take a template for chart windows that show columns in two
charts above each other. The legends are placed on the right, as recommended for column charts.
Use the following controls:

• Two charts
• Two labels: useful for explanatory titles for the charts
• Two legends
• Time bar (same time bar for both charts)
• Two history bars: obligatory if this template is meant for chart windows where history updating is
allowed. In addition, the history bar shows the start and end times when a time span for zooming
is selected. However, zooming is possible even without the history bar.
• Scroll bar (same scroll bar for both charts)
• Two rulers
• Horizontal splitter
• Two vertical splitters

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65101 Vaasa, Finland

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1MRK 511 642-UEN

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