OSIsoft Release Notes

PI ProcessBook Version 2015 R2 SP1 (3.6.1)

2017 © OSIsoft, LLC. All rights reserved

OSIsoft Release Notes

Table of Contents

Overview ................................................................................................................... 1
Fixes and Enhancements ........................................................................................ 1
Fixes .................................................................................................................... 1
Enhancements..................................................................................................... 2
Known Issues ........................................................................................................... 3
Setup ......................................................................................................................... 8
Operating Systems .............................................................................................. 8
Server Platforms .................................................................................................. 9
Hardware Requirements ..................................................................................... 9
Distribution Kit Files ............................................................................................. 9
Installation and Upgrade ...................................................................................10
Uninstalling PI ProcessBook .............................................................................10
Documentation Overview ......................................................................................10
Security Information and Guidance .....................................................................10
Technical Support and Resources ......................................................................11
Appendix A: Changes in PI ProcessBook 2015 R2 SP1 ...................................12
Security Information and Guidance ...................................................................12
Fixes ..................................................................................................................12
Known Issues ....................................................................................................13

OSIsoft Release Notes

 Overview
The following sections describe PI ProcessBook 2015 R2 for those that are installing or
upgrading directly to this version. For information on changes that were made for the SP1
patch, see Appendix A.

PI ProcessBook is a graphics package that allows users to create dynamic, interactive

graphics and trends featuring real-time PI data. Data can be viewed from multiple sources,
such as relational databases that expose ODBC compliant interfaces, or AF 2.x data.
Additionally, PI ProcessBook provides tools for analyzing data on the display and
incorporates Microsoft Visual Basic for Applications (VBA), so that special activities or
routine chores can be automated.

Fixes and Enhancements

Fixes

This section lists items that were resolved or added in this release of PI ProcessBook 2015 R2
(3.6.0).
16674OSI8 PI Calculation Refresh interval cannot be less than 1 minute
17317OSI8 Add tag description to ToolTip in ProcessBook
18997OSI8 Enhancement Request for Processbook 3.1 Trending--highlight scale
20520OSI8 Programmatically formatting Processbook trends--remove now lines for spark
line trends
21224OSI8 ProcessBook Composite with PolyLine problem
21457OSI8 Expose the Y-Axis Maximum and Minimum Values from a Trend after a zoom
event in the ProcessBook automation model
22852OSI8 ProcBook Crash in PIValue::OaGetValue
23033OSI8 RE: Question re Y-Axis scale values not visible on a multiple scale trend
23180OSI8 critical problem in PB; lack of precision on trend scale
23181OSI8 Question re Loss of trace markers on ProcessBook trend control.
23495OSI8 AF/Processbook Complaint...long error messages from AF
24341OSI8 Issues with ProcessBook's Bookmark Organizer
25152OSI8 Highlight Tag Description when clicked on Tag Name on a ProcessBook Trend
26139OSI8 Processbook: position of zoom (buttons) changes on subsequent use of zoom
function
26354OSI8 Browser and Playback toolbars do not remember their settings
26476OSI8 Unable to add AF2 dataset if default AF Server is unavailable
26502OSI8 Values on Trend in Scientific Notation Do Not Honor Display Digits
26676OSI8 SetTagName (\\SERVER\TagName) method and SetTagName(TagName) return
NO DATA on initial run

OSIsoft Release Notes

 26844OSI8, Number format issue in PI ProcessBook 2012 SP1
26845OSI8
26915OSI8 PI Expression datasets do not accept expressions containing a backslash
26920OSI8 Divide by zero of average of calculated dataset fails for entire trend line, even
when denominator is not zero
26977OSI8 Disabling macros (MacroProtectionLevel=2 ) causes PI Processbook to crash
26981OSI8 Correct value symbol logic to show correct value after manual PI HA failover
26982OSI8 PI Point Data Reference UOM not shown
27015OSI8 SQC randomly crashes when dropping a cursor
27033OSI8 Summary calculation values in ToolTip Statistics differ between PI ProcessBook
2014 and PI ProcessBook 2015
27037OSI8 The "Undo" functionality is disabled (grayed-out) in a maximized trend object

27043OSI8 Trend value scale minimum values are not saved when max is set to autorange

27053OSI8 PI ProcessBook may crash when launching the Multi-State Symbol window after
the user changes the referenced tag's point type
27070OSI8 PI ProcessBook symbols do not automatically reflect tag name changes
9248OSI8 Dragging line for new symbol can be same as background color
9684OSI8 Check drive space on target drive (Network or otherwise) when saving file

Enhancements

 In VBA, calling Symbol.GetValues with static parameters would periodically cause a

crash. This has been changed so that it is a compilation error. Variant variables should
be passed instead.
 AF symbols now show NO DATA rather than a long error message. To see the full error
message either view the status window or the tooltip.
 Changes to number formatting rules in PB 2012 and higher were unintentional. The rules
have been mostly returned to match PB 3.2, with a couple of enhancements.
 Certain applications (notably Excel) either do or do not require a BOM (Byte Order
Mark). Whether text files are created with a BOM record can now be controlled using
the INI setting [Startup] UTF-8_BOM=0 or 1.
 PDI files load faster if they are saved in with the latest version of ProcessBook. Open all
PDI files and save them with the latest version for optimum performance. The
ProcessBook Support Tool can be used to automate this process.
 This release leverages Microsoft software security defenses provided by the compiler and
operating system. For more details about the security of PI ProcessBook, please refer to
the Security Information and Guidance section below.

OSIsoft Release Notes

 PI-SDK Security (included with PI ProcessBook 2015 R2)
This release is the most secure version released to date and recommended for all customers.
A total of 3 high impact security vulnerabilities have been found and fixed in this release. The
resolved issues were rated using the Common Vulnerability Scoring System (CVSS).
Additionally, this release of PI SDK leverages Microsoft software security defenses provided
by the compiler and operating system. As with prior versions, this release of PI SDK supports
Windows-integrated authentication and Windows Server Core. For more details about the
security of PI SDK 2016, please refer to the PI-SDK release notes.

Transport Security (with PI Data Archive 3.4.395 or later)

Transport security ensures message integrity and privacy. PI SDK 2016 internally routes
messages to the local PI Network Manager, which manages transport security with the PI
Data Archive server. Additionally, AF SDK uses this data path to internally route messages.

Ensuring data integrity provides increased security against malicious attacks and intrusions
into your data infrastructure. Transport security provides an additional layer of defense
essential to protecting against data breaches, injection attacks, unauthorized eavesdropping,
etc. It not only protects your deployment, but the confidentiality of any secondary
infrastructure or client connecting to your system.

Transport security in PI SDK 2016 is enabled for Windows authenticated connections to PI

Data Archive 2015 (version 3.4.395) or later. Cipher suites are negotiated during the
Windows authentication handshake and logged in PI Data Archive message ID 7082. If a
buffering node connects to multiple PI Data Archive servers of varying versions, transport
security is enabled only on the connection to the PI Data Archive(s) with version 3.4.395 or
later.

Known Issues
This section lists problems and enhancements that have been deferred until a future release.
 The User guides and online help of PI ProcessBook in the setup kit incorrectly refer to PI
Data Archive as PI Server. Newer versions of the User Guides with the corrections can be
found on the installation media and online.
 On recent operating systems, Microsoft .NET 4.5 can fail during installation of PI
ProcessBook 2015. This is an issue because the .NET installer is no longer supported by
Microsoft. In “Programs and Features”, select “Turn Windows features on or off” and
select “.Net Framework 4.5” and then restart the install.
 Future Data tags cannot be used as placeholders for datasets.
 If you are a user of Sigmafine and the AF Modeler, be aware that the AF Modeler is not
compatible with this version of PI ProcessBook when the AF Display Builder is enabled.
To continue using the AF Modeler, disable the AF Display Builder using the Tools>Add-
in Manager Dialog before opening any Sigmafine displays. Clear the checkboxes for
Loaded/Unloaded and Load on Startup for the AF Display Builder.
 If you are not using Sigmafine and want to upgrade displays to use the new PI
ProcessBook functionality, you should manually uninstall the Sigmafine AF Modeler
add-in before installing PI ProcessBook 2015.
 Allowing PI ProcessBook 2015 to automatically update displays created in Sigmafine’s
AF Modeler may result in a loss of configuration choices for some dynamic symbols.
This most often effects Trends, XY-plots, and Multi-State symbols. The lost
configuration can be reapplied manually and does not result in a loss of data.
 The Data Sheet Control versions 1.0 and 2.0.0.20 are incompatible with PI ProcessBook
2012 SP2 and later. Version 2.0.1.0 of the Data Sheet Control is compatible with PI
ProcessBook 2015.
 Contextual help fails to open a direct link to the help topic. The workaround is to use the
index and search features available in the PI ProcessBook Users Guide available under
Help->PI ProcessBook Help or by pressing F1 at any time.
 PI BatchView versions 3.1.5 and later may have an issue with a non-default path to
pihome. The issue is due to registry files not cleaning up properly during uninstall of PI
BatchView which can result in issues installing PI BatchView later.
 SVG files saved with the old AF Modeler cannot be imported by AF Display Builder
because AF1 datasets are no longer supported in ProcessBook 2015. Use the PDI format
instead for these displays.
 PI ProcessBook 2015 R2 cannot be installed on the same system as any version of PI
ActiveView. Displays created in PI ProcessBook 2015 R2 are compatible with PI
ActiveView, but it must be installed on a separate system.
 Add-ins compiled with previous versions of PI ProcessBook and some VBA code in
Display_Activate may experience errors when run in PI ProcessBook 2015 R2. The
typical error is a display object not found error or various errors pertaining to unknown
interfaces. The problem is the result of needed changes that were introduce during the
upgrade to .Net 4. The old references to the ProcessBook libraries must be removed and
references to the libraries that ship with this version of ProcessBook must be added.
 There is no corresponding MUI kit for PI ProcessBook 2015 R2. The MUI kit for PI
ProcessBook 2015 can be used but newly added text will not be translated.
 Due to .Net incompatibilities, the PI ProcessBook 2015 R2 add-ins will appear in English
even if the PI ProcessBook 2015 MUI is installed. This will be addressed in the next
release of the MUI itself.
 PI ProcessBook MUI kit does not need to be uninstalled if upgrading from PI
ProcessBook 2012 SP1 or later. If upgrading from PI ProcessBook 2012 or earlier, then
previous versions of the PI ProcessBook MUI kit should be manually uninstalled prior to
upgrading to PI ProcessBook 2015.
 With PI SDK v1.4.2.445 the Server Alias, often used in Batch processes, may have an
erroneous value (i.e. 0). This results in no data being seen on Batch Trends that use the
server-alias and other issues. This can be corrected by deleting any such values using the
About-PISDK executable. Additional information and updates on this problem are posted
on the OSIsoft Technical Support web site – reference KB00810.
 Note that once a Module Relative Display is upgraded to an Element Relative Display,
the display will not show data for Element Relative dynamic symbols in versions of PI
ProcessBook prior to 3.2.

OSIsoft Release Notes

 PI ProcessBook 2015 R2 is not compatible with PI ODBC 2015. Upgrade PI ODBC to
2016 R2 in order to restore compatibility.

Work Item Description

27036OSI8 When a multi-state Symbol Library

symbol is grouped into a composite
symbol, it loses its multi-state
properties once the composite symbol
is assigned to an element or element
template.
27048OSI8 ‘Explore in PI Coresight’ button
disabled after opening a display using
a button link.
27000OSI8 When using a small bar object
configuration with a PI tag value that is
relatively small, the bar shows empty
when it should show that it is slightly
above that.
24788OSI8 In the Details add-in the row height
should be adjusted when the font size
changes.
24312OSI8 The context menu is not displaying
icons.
24155OSI8 Enhancement request: Support the
special case in the SQC symbol when
UCL=CL and/or LCL=CL, the data
points should be evaluated as "out-of-
control" to match the server behavior.
23516OSI8 The display activate event is not being
fired when focus is returned to PI
ProcessBook from another application.
23395OSI8 Multistate customization (number of
22665OSI8 states and colors) will be lost when
Module Relative Displays (MRD) are
converted to Element Relative Displays
(ERD). They can also be lost when
doing a copy/paste of the symbol. This
is because the multi-state considers
that a new data item has been
configured and resets itself.
23339OSI8 Provide a means for AF Formula
References to make use of the same
time zone being used for other data on
a ProcessBook display.
 23273OSI8 Enhancement request: provide a way
for users to specify the algorithm for the
shortening of long elements names
when displayed and when used in
sorting.
23206OSI8 Plot values for a trend that are much
larger than the manually assigned max
value (by a magnitude of 4) can cause
a significant processing load.
23136OSI8 Implement the STEPPED option with
AF2 Datasets.
22818OSI8 The font size of Microsoft Forms
controls may vary between Build and
Run mode.
22817OSI8 Displays with larger amounts of VBA
code can become corrupted
(references to the display object will
fail) after it has been edited many
times. The remedy is to copy the
display's symbols and VBA code to a
new display.
22692OSI8 The symbol selected rectangle may
change color (should be red if
background is not red) if display colors
are changed.
22613OSI8 Changes to a Trend's plot title are not
updated until the display is saved and
reopened.
22515OSI8 The trend's SetTagName &
24846OSI8 SetTimeRange methods should not
reset the scale settings.
22131OSI8 The "y = mx + b" regression line
variables should be shown by trend
cursors. This information is also
missing from the XYPlot regression line
tooltip.
21354OSI8 Enhancement request: provide
mechanism for the migration of AF
servers from Server A (Test) to Server
B (Production) for PI ProcessBook
displays.
21212OSI8 PI ProcessBook may present an error
while editing a ProcessBook Entry in
Outline mode - any text entries should

OSIsoft Release Notes

 be completed by using the ENTER key,
not the Tab key.
20709OSI8 PI ProcessBook ad hoc trends should
use the default time zone selection
specified in Preferences.
20591OSI8 Displays with Connectors to Symbol
Library or grouped symbols will get an
erroneous error when saved as SVG.
20415OSI8 Enhancement request: provide an
option to use an Arc symbol's LINE as
the Multi-State object.
20053OSI8 Use of the display's resize cursor while
showing an unpinned docking window
can cause a crash.
19930OSI8 When a PI ProcessBook Trend is
embedded in another OLE application,
the trend may not get updates if PI
ProcessBook is minimized.
19668OSI8 The literals: TagZero and TagSpan, as
used by the Bar symbol, are not
preserved when a display is saved as
SVG.
19487OSI8 PI ProcessBook request exclusive
access to display on a network share -
this can cause access problems when
users running in view-only mode
attempts to open them.
19177OSI8 The List Box ActiveX control will not
print properly when contained in a PI
ProcessBook display.
19090OSI8 Linear Regression information should
be displayed by the Details add-in and
available via automation.
19072OSI8 Enhancement request: When a Trend
21852OSI8 is selected for use with the Details add-
in - the selected Data item should be
highlighted in the Trend.
18598OSI8 Displays with Button symbols created
in PI ProcessBook version 3.0.x and
subsequently saved using this newer
version can no longer be used with
3.0.x.
 17785OSI8 The Details add-in may stop scrolling if
19072OSI8 too many rows or sort order is
19663OSI8 changed.
17783OSI8 The details window only exports data to
the clipboard in time order.
16806OSI8 Non-updating trend symbols will not
show newly updated points or value
attributes unless the trend is reverted.
Updating trends, an End Time of *, that
have the PB2TraceCompatibility INI
setting turned on will not display new
annotations of existing PI data in the
status area of the trend unless the
trend is reverted. This is due to the
annotation event for existing PI data
only being available through the
archive event pipe which is not
available by default
(PB2TraceCompatibility=1) . Setting
the PB2TraceCompatibility to off (0)
enables the archive event pipe and the
trend will display the new annotation.
16744OSI8 Enhancement request: allow tag
description to be multiple lines in the
Trend legend.
14770OSI8 Provide a mechanism for adding a
time-stamp to a display.

Setup

Operating Systems

The following operating system platforms (with minimum Service Pack requirements noted,
where they apply) are supported:
• Windows Server 2008 R2 (non-CORE version)
• Windows 7 SP1
• Windows 8
• Windows 8.1
• Windows Server 2012 R2
• Windows 10

OSIsoft Release Notes

Server Platforms

PI ProcessBook communicates with most versions of PI Data Archive (3.x). PI Data Archive
2016 is recommended.
PI ProcessBook communicates with versions PI AF 2.0 and up. PI AF 2016 is recommended.

Hardware Requirements

These requirements are based on the minimum supported operating system. For newer
operating systems, the requirements may be higher.
Physical Memory: 1 GB for 32-bit OS, 2 GB for 64-bit OS.
Processor Speed: 1 GHz processor or faster. A faster processor may help performance if
displays have complex calculations performed locally, but increasing the installed RAM is
more likely to help with general performance.
Hard Disk Space: 400 MB of empty space on the system drive for application files and
registry entries.
In addition to the drive space required for the application files and registry entries, there must
also be enough space available to keep a backup copy of the pisdk.msi and ProcessBook.msi
files. Even after the product is uninstalled the backup copy still exists. This copy is deleted
only when the system is rebooted.

Distribution Kit Files

Product Software Version

PI AF Client 2.8.6.7801

PI Buffer Subsystem 4.6.0.19

PI SDK 1.4.6.494

Microsoft Visual Basic for Applications (VBA) 7.1.0.0

Microsoft .Net 4.6 Framework 4.6.81.0

Microsoft Visual C++ 2008 Redistributables 9.0.30729.5677

Microsoft Visual C++ 2010 Redistributables 10.0.40219.1

Microsoft Visual C++ 2012 Redistributables 11.0.61030.0

Microsoft Visual C++ 2013 Redistributables 12.0.21005.1

Microsoft Visual C++ 2015 Redistributables 14.0.23918.0

 Installation and Upgrade

NOTE: Any prior beta of PI ProcessBook or other beta PI System software should be
uninstalled prior to the installation of PI ProcessBook 2015 R2 SP1.
To install PI ProcessBook manually, double-click on the PIProcessBook_2015.exe file. The
installation files are unpacked and the setup starts after the file extraction is acknowledged.
You must have administrator privileges on your machine to successfully install PI
ProcessBook.

Uninstalling PI ProcessBook

PI ProcessBook can be removed from your system by selecting it for removal in the Programs
and Features Control Panel. You must have administrator privileges on your machine to
successfully uninstall PI ProcessBook.
If PI ProcessBook is uninstalled on a system with PI ActiveView, the PI ActiveView
installation should be repaired to ensure proper functionality. The repair needs to be done to
support non-administrator users.

Documentation Overview
These release notes are part of a documentation set that supports PI ProcessBook. The set
also includes:
PI ProcessBook User Guide: An introduction to PI ProcessBook for the end user. This
user guide provides a product overview, installation procedures, a tutorial to acquaint you
with the user interface, and other topics to allow you to work with and troubleshoot PI
ProcessBook.
PI ProcessBook Programmer’s Reference: Detailed information about the PI ProcessBook
automation model for those who are writing VBA code or custom Add-Ins.
Additional information, including the latest release notes, about PI ProcessBook and other
topics of interest can be found in respective documents available on the OSIsoft Technical
Support and Resources Web site.

Security Information and Guidance

OSIsoft’s Commitment
Because the PI System often serves as a barrier protecting control system networks and
mission-critical infrastructure assets, OSIsoft is committed to (1) delivering a high-quality
product and (2) communicating clearly what security issues have been addressed. This
release of PI ProcessBook is the highest-quality and most secure version of PI ProcessBook
released to date. OSIsoft's commitment to improving the PI System is ongoing, and each
future version should raise the quality and security bar even further.

Vulnerability Communication

OSIsoft Release Notes

 The practice of publicly disclosing internally discovered vulnerabilities is consistent with
the Common Industrial Control System Vulnerability Disclosure Framework developed by
the Industrial Control Systems Joint Working Group (ICSJWG). Despite the increased risk
posed by greater transparency, OSIsoft is sharing this information to help you make an
informed decision about when to upgrade to ensure your PI System has the best available
protection.

For more information, refer to OSIsoft’s Ethical Disclosure policy:

https://techsupport.osisoft.com/Troubleshooting/Ethical-Disclosure-Policy.

Vulnerability Scoring
OSIsoft has selected the Common Vulnerability Scoring System (CVSS) to quantify the
severity of security vulnerabilities for disclosure. To calculate the CVSS scores, OSIsoft
uses the National Vulnerability Database (NVD) calculator maintained by the National
Institute of Standards and Technology (NIST). OSIsoft uses High, Medium and Low
categories to aggregate the CVSS Base scores. This removes some of the opinion related
errors of CVSS scoring. As noted in the CVSS specification, Base score range from 0 for
the lowest severity to 10 for the highest severity.
Microsoft Software Security Defenses
In addition to finding and fixing security bugs within PI ProcessBook, it is equally critical
that OSIsoft leverage security defenses provided by the Microsoft Visual C++ compiler
that builds it and the Microsoft Windows operating system that runs it. Over the past
decade, Microsoft has continually added new defenses and improved existing defenses
with successive versions of the compiler and the operating system. To learn more about
many of these key defenses, consult the Microsoft whitepaper Mitigating Software
Vulnerabilities.
Please see Appendix A for the Vulnerabilities that are Addressed in PI ProcessBook
2015 R2 SP1.

Technical Support and Resources

For technical assistance, contact OSIsoft Technical Support at +1 510-297-5828 or
[email protected]. The OSIsoft Technical Support website offers additional contact
options for customers outside of the United States.
When you contact OSIsoft Technical Support, be prepared to provide this information:
• Product name, version, and build numbers
• Computer platform (CPU type, operating system, and version number)
• Time that the difficulty started
• Log files at that time
• Details of any environment changes prior to the start of the issue
• Summary of the issue, including any relevant log files during the time the issue occurred
 The PI Square community has resources to help you with your technical questions. PI
Developers Club program offers specific services to developers and system integrators.

Appendix A: Changes in PI ProcessBook 2015 R2 SP1

Security Information and Guidance

Overview of New Vulnerabilities Found or Fixed

This section is intended to provide relevant security-related information to guide your
installation or upgrade decision. OSIsoft is proactively disclosing aggregate information
about the number and severity of PI ProcessBook security vulnerabilities that are fixed in
this release.
For this release of PI ProcessBook, one group of security vulnerabilities has been identified
and fixed.
Based on the CVSS scoring system this issue has been categorized as a High (6.8 – 10).
This issue was identified by AEMO (Australian Energy Market Operator). These high-
level security issues are contained in Microsoft redistributables that are used by VBA 6.5.
The issues have been resolved by upgrading to VBA 7.1 which does not depend on these
components.
Vulnerability disclosure details will be addressed in a dedicated security bulletin.
These components are no longer included PI ProcessBook 2015 R2 SP1, however,
uninstalling previous versions PI ProcessBook does not remove these files. For this reason,
during the installation of PI ProcessBook 2015 R2 SP1, these files are removed if found.
There is a small chance that other products that depend on components of Microsoft Office
2000 or 2003 may be adversely affected. Therefore, if such legacy products are also
installed, it is recommended that this install be tested in such an environment to determine
the impact (if any) before being deployed.

Fixes

27107OSI8 Upgrade to PI ProcessBook and PI ActiveView to VBA 7.1. This removes

dependencies on old versions of Microsoft Office components that have known
vulnerabilities
145447 Rotating or flipping symbols from “Icons and Bitmaps” or “Textures” causes PB
to crash.
145573 Tooltip statistics options for event or time weighted now retains its setting if
ProcessBook is restarted. The Details window now refreshes automatically
when this setting is changed.
145588 ProcessBook 2015 R2 adds an extra zero to custom number formatting when
the value equals zero.
145672 PI AF Client 2016 R2 SP1 is included in the setup kit.
145680 ProcessBook 2015 R2 Consumes High CPU Due to Accessing ProcBook.INI very
frequently
146197 ProcessBook Crashes When Closing Unsaved AdHoc Trend Display from PIW
Display Openned Directly From Another Display’s Button

OSIsoft Release Notes

 Known Issues

 Upgrading from the PI ProcessBook 2015 R2 SP1 Beta is not supported. Please uninstall
the Beta before installing this version.
 Microsoft has provided no upgrade path from VBA 6.5 to VBA 7.1. Therefore VBA 6.5
remains installed if a previous PI ProcessBook version is upgraded to PI ProcessBook
2015 R2. Instructions on how to remove VBA 6.5 can be found here.
 Only English is currently supported for the VBA interface.

OSIsoft, LLC
San Leandro Tech Campus
San Leandro, CA 94577 USA
Tel: (01) 510-297-5800
Fax: (01) 510-357-8136
Web: http://www.osisoft.com

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Version: PI ProcessBook 2015 R2 SP1
Published: 4/17/2017