Uniformance Process Studio- PHD Desktop User Guide · Support and Other Contacts Uniformance - Process Studio User Guide v Japan Contact: Global TAC – Japan Phone: +81-3-6730-7160

Uniformance

Process Studio

User Guide

ii Uniformance - Process Studio User Guide

Copyright, Notices, and Trademarks

© Honeywell International Inc. 2008. All Rights Reserved.

While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its customers.

In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and specifications in this document are subject to change without notice.

Honeywell, Experion, PlantScape, TotalPlant, Uniformance PHD, and Business FLEX are U.S. registered trademarks of Honeywell International Inc.

Other brand or product names are trademarks of their respective owners.

Release Information

Uniformance Process Studio Release: 220.1 Document Revision: 2 Document Revision Date: June 27, 2008 Document Number: pim5001 Document Revisions:

Rev PAR

2 n/a Added an index.

2 1-91RFYY Provided definition of 'Enable performance optimization' property that is available in Desktop Configuration >Application Defaults.

2 1-9GK85B Added an attention box: Enabling the Marker styles degrades Trend performance.

Honeywell Process Solutions 2500 W. Union Hills Drive

Phoenix, Arizona 85027 USA

Uniformance - Process Studio User Guide iii

Support and Other Contacts

United States and Canada

Contact: Honeywell Solution Support Center

Phone: 1-800 822-7673. In Arizona: 602- 313-5558

Calls are answered by dispatcher between 6:00 A.M. and 4:00 P.M.

Mountain Standard Time. Emergency calls outside normal working hours

are received by an answering service and returned within one hour.

Facsimile: (602) 313-3293

Mail: Honeywell TAC, MS P13

2500 West Union Hills Drive

Phoenix, AZ, 85027

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Facsimile: +61-8-9362-9564

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Email: [email protected]

India

Contact: Honeywell Global TAC – India

Phone: +91-20- 66039400

Facsimile: +91-20- 66039800

Mail: Honeywell Automation India Ltd.

56 and 57, Hadapsar Industrial Estate

Hadapsar, Pune –411 013, India



iv Uniformance - Process Studio User Guide

Korea

Contact: Honeywell Global TAC – Korea

Phone: +82-2-799-6317

+82-11-9227-6324

Facsimile: +82-2-792-9015

Mail: Honeywell Co., Ltd

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Facsimile: +886-7-536 2039

Mail: Honeywell Taiwan Ltd.

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Cianjhen District

Kaohsiung, Taiwan, ROC



Uniformance - Process Studio User Guide v

Japan

Contact: Global TAC – Japan

Phone: +81-3-6730-7160

Facsimile: +81-3-6730-7228

Mail: Honeywell Japan Inc.

New Pier Takeshiba, South Tower Building,

20th Floor, 1-16-1 Kaigan, Minato-ku,

Tokyo 105-0022, Japan


Elsewhere

Call your nearest Honeywell office.

World Wide Web

Honeywell Solution Support Online: http://www.honeywell.com/ps

Training Classes

Honeywell Automation College: http://www.automationcollege.com

http://www.honeywell.com/ps

http://www.automationcollege.com/


vi Uniformance - Process Studio User Guide

Uniformance - Process Studio User Guide vii

Contents

1. Getting Started With Uniformance Process Studio ....................................... 13

1.1 Opening Uniformance Process Studio ................................................... 13

1.2 Introducing the Browser .......................................................................... 14 Overview of the Browser ...................................................................... 14 To connect to a data source ................................................................ 14 Entering usernames and passwords ................................................... 15 Handling an unsuccessful connection to a data source ...................... 16 Description of the browse structure for a PHD server ......................... 16 Applying filters and search criteria ....................................................... 17 Organizing tags/items into customized folders .................................... 17 Configuring a browse limit .................................................................... 17

1.3 To open a window to display process data ............................................ 18

1.4 Introducing the time control .................................................................... 19 Overview of the time control ................................................................ 19 What is "Current time"? ........................................................................ 19 Description of data refresh ................................................................... 20 To step forward and backward in time ................................................. 21 To automatically scroll data forward .................................................... 21 To use separate time settings for each window ................................... 22 To synchronize windows to the same time settings (Common Times) 22

1.5 Displaying data in Uniformance Process Studio .................................... 24

2. Displaying Data in a Trend ............................................................................... 25

2.1 Choosing a Trend format ........................................................................ 25 Single Y Axis (default) format .............................................................. 25 Strip Chart format ................................................................................. 25 Multiple Y Axis format .......................................................................... 26 XY format ............................................................................................. 27 Histogram format.................................................................................. 28

2.2 Interpreting the histogram ....................................................................... 29

2.3 Creating a Trend ..................................................................................... 31 To create a new trend window ............................................................. 31 To add tags/items................................................................................. 31 To replace a tag/item ........................................................................... 31

Contents

viii Uniformance - Process Studio User Guide

To delete a tag/item .............................................................................. 32 To save a trend for reuse ..................................................................... 32

2.4 Using direct entry to add tags/items ........................................................ 33

2.5 Working with time ranges ........................................................................ 35 To save a time range for reuse ............................................................ 35 To reuse a saved time range ................................................................ 35 To trend different time ranges in the same window ............................. 35

2.6 Viewing trend data value at hairline cursor position ............................... 36 Overview of hairline cursors ................................................................. 36 To view data value at a specific time/date ............................................ 36 To view data value at two different times ............................................. 38 To view statistics (min, max, mean, and SD) at hairline position ......... 39

2.7 Using the zoom ....................................................................................... 40

2.8 Adding annotations ................................................................................. 41

2.9 Changing the visual properties of a Trend .............................................. 41 To show/hide the properties table ........................................................ 41 To show X axis on top or bottom .......................................................... 41 To change style of trace line................................................................. 41 To change style of marker for indication of data points ........................ 42 To change color of trace line ................................................................ 42 To show Step instead of linear trace line ............................................. 42 To show a grid ...................................................................................... 42 To show/edit title ................................................................................... 42

2.10 Viewing and changing the scale of a Trend ............................................ 43 To view the scale of a trace .................................................................. 43 To change the scale ............................................................................. 43 To lock the range of the Y axis (Lock Scale) ........................................ 43

2.11 Description of data retrieval properties 'Frequency' and 'Method' .......... 44

3. Displaying Data in a Multi-Trend ...................................................................... 47

3.1 Overview of MultiTrend features ............................................................. 47

3.2 To create a new MultiTrend .................................................................... 48

3.3 To save all MultiTrend charts or a single chart for reuse ........................ 49

3.4 To view the MultiTrend properties ........................................................... 49

3.5 To view a MultiTrend chart in a Trend window ....................................... 49

3.6 To display hairline cursors in a MultiTrend ............................................. 49

Contents

Uniformance - Process Studio User Guide ix

4. Displaying Data in a Table ................................................................................ 51

4.1 Overview of Table features ..................................................................... 51

4.2 To create a table ..................................................................................... 52

4.3 To save a table to a workspace .............................................................. 52

4.4 To filter table data ................................................................................... 53 To delete a condition from a custom filter ............................................ 54

4.5 To perform manual input/edit of PHD data in a table ............................. 55

4.6 Viewing PHD tag/item configuration in a table ....................................... 56

5. Displaying Data in a Graphic ............................................................................ 57

5.1 Overview of Graphic features ................................................................. 57

5.2 To display an existing web page, HTML document, or HMIWeb graphic58

5.3 To navigate between graphics ................................................................ 60

5.4 To create a new HMIWeb graphic .......................................................... 61

5.5 To edit an existing HMIWeb graphic....................................................... 62

5.6 To create a new graphic based on an existing graphic .......................... 63

5.7 Adding a graphic to a workspace ........................................................... 64

5.8 Importing an existing Workcenter or Experion PKS graphic .................. 64

5.9 To print a graphic .................................................................................... 64

5.10 Drag/Drop between graphics and other Uniformance Process Studio applications ............................................................................................. 65

5.11 Opening Uniformance Process Studio graphics in Workcenter ............. 67

5.12 Working with the graphic time control..................................................... 67

6. Operating the Time Control .............................................................................. 69

6.1 Time Control fields and buttons .............................................................. 69

6.2 Common Times status ............................................................................ 72

6.3 Viewing/adjusting the time control properties ......................................... 73 To display the Time Control properties ................................................ 73

6.4 Relative time syntax ............................................................................... 76

Contents

x Uniformance - Process Studio User Guide

7. Creating and Managing Workspaces ............................................................... 77

7.1 Introducing workspaces .......................................................................... 77

7.2 Creating the workspace tree structure .................................................... 79 To create a new workspace.................................................................. 84

7.3 Description of Workspace commands .................................................... 85

7.4 Rearranging the workspace tree structure .............................................. 87 To move items (drag/drop) ................................................................... 87 To copy items (copy/paste) .................................................................. 87 To select multiple items ........................................................................ 87 Guidelines for rearranging .................................................................... 87

7.5 Displaying workspace content ................................................................ 88

7.6 Sharing a workspace with another user .................................................. 88 To make a workspace available to another user .................................. 88 To import a workspace to a user's machine ......................................... 90

8. Managing Windows in Uniformance Process Studio ..................................... 91

8.1 Maximizing the viewing area ................................................................... 91 To minimize the ribbon ......................................................................... 91 To hide windows ................................................................................... 91

8.2 Creating and modifying tab groups ......................................................... 92 To rearrange tabs within a tab group ................................................... 93 To create a new tab group.................................................................... 93 To move a tab to a different tab group ................................................. 93 To create a new tab group through drag/drop ...................................... 94

8.3 Repositioning the Browser and Navigation windows .............................. 95

9. Providing the Configuration for Uniformance Process Studio ..................... 97

9.1 Overview of configuration ........................................................................ 97

9.2 Configuring data sources ........................................................................ 98 Guidelines for configuring access to PHD through the remote API ... 101

9.3 Creating a custom time period .............................................................. 102 To create a custom time period .......................................................... 102

9.4 Changing the application defaults ......................................................... 103 To access the application defaults ..................................................... 103 Enable performance optimization ....................................................... 104 To create custom colors ..................................................................... 104

Contents

Uniformance - Process Studio User Guide xi

9.5 To change the printer ........................................................................... 106

10. Troubleshooting and Servicing Uniformance Process Studio ................... 107

10.1 Viewing logs .......................................................................................... 107

10.2 To re-initialize, remove, or edit invalid tags/items ................................ 108

Contents

xii Uniformance - Process Studio User Guide

Figure 1 – Uniformance Process Studio Main Window.................................................. 13 Figure 2 – Single Y Axis Trend ...................................................................................... 25 Figure 3 – Strip Chart Trend .......................................................................................... 25 Figure 4 – Multiple Y Axis Trend .................................................................................... 26 Figure 5 – XY Trend ....................................................................................................... 27 Figure 6 – Histogram Trend ........................................................................................... 28 Figure 7 – MultiTrend ..................................................................................................... 47 Figure 8 – Table Example .............................................................................................. 51 Figure 9 – Manual Input/Edit .......................................................................................... 56 Figure 10 – Graphic Window Example .......................................................................... 57 Figure 11 – Time Control Properties Dialog Box ........................................................... 73 Figure 12 – Navigation Pane Example .......................................................................... 77 Figure 13 – Example Workspace Tree Structure ........................................................... 78 Figure 14 – Folder Drag/Drop Example ......................................................................... 87 Figure 15 – Tab Group Examples .................................................................................. 92 Figure 16 – Repositioning the Browser and Navigation Windows ................................. 95 Figure 17 – Accessing the Configuration ....................................................................... 97 Figure 18 – Application Defaults .................................................................................. 103 Table 1 – Description of Item Details ............................................................................. 34 Table 2 – Definition of Frequency and Method .............................................................. 44 Table 3 – Graphic Drag/Drop Zones .............................................................................. 65 Table 4 – Description of Time Control Fields and Buttons ............................................ 69 Table 5 – Description of Time Control Properties .......................................................... 74 Table 6 – Steps to Add Items to a Workspace ............................................................... 79 Table 7 – Commands Used to Manage Workspaces .................................................... 85 Table 8 – Definition of Data Source Configuration Fields .............................................. 99

Uniformance - Process Studio User Guide 13

1. Getting Started With Uniformance Process Studio

1.1 Opening Uniformance Process Studio

Use the Start menu:

Start>All Programs>Uniformance>Process Studio>Uniformance Process Studio.

Or

Double-click the Uniformance Process Studio shortcut on your desktop.

The following figure describes the key features of the main window of the Uniformance

Process Studio.

Figure 1 – Uniformance Process Studio Main Window

1 Getting Started With Uniformance Process Studio 1.2 Introducing the Browser

14 Uniformance - Process Studio User Guide

1.2 Introducing the Browser

Overview of the Browser

The tag/item Browser window allows you to browse tags (and equivalent data items)

from various data sources. The Browser accesses the Desktop Configuration to obtain the

user's data source configuration.

The Browser makes use of a server database service for the request/return of data from a

database. This service removes the need for clients to have specific database components

installed.

Upon the initial connection to a data source, depending on the Desktop Configuration,

you may be prompted to enter PHD and/or Windows usernames/passwords. Upon a

successful connection, the credentials are cached and you do not need to enter them again

until you start a new session of Uniformance Process Studio.

You can browse only one data source at a time; however, you can easily toggle between

data sources. The Desktop Configuration contains the entries that allow you to add more

data sources and to configure the default data source.

The Browser window lists the names of data items available in a selected data source.

You can apply filters and specify search criteria to locate data items of interest.

To connect to a data source

Step Action

1 Initially, the default Data Source is automatically selected for browsing. If you want to browse a different data source, click the drop down arrow for Data Source, and select the data source that you want to browse.

2 Click the Refresh button to contact the data source.

Result: The Browser retrieves a top level browsing structure from the data source and populates it in the „View In‟ field.

By default, the „All Items‟ category is selected, allowing display of all items stored on the data source.

3 Enter a search criteria in Item Name Like field to specify what you are

looking for (for example, 3_FIC*).

ATTENTION

The Browser's default fetch limit is 1000 tags. Enter search criteria so that the Browser returns a manageable number of tags that you can go through to find what you need.



Step Action

4 Click Fetch.

Result: Upon Fetch, the Browser contacts the selected data source and retrieves the tags/items. Depending on how the data source was configured, you may be prompted for PHD and/or Windows usernames and passwords.

Enter valid credentials and then click OK.

5 A connection to the data source is attempted.

If the connection is successful, the "Retrieving items" message is displayed. After a successful fetch, the browse structure is displayed.

6 After the tag/item names are successfully displayed, you can drag/drop them to a Workspace to organize your tags in folders that make sense to you - or, you can drag/drop tags directly from the Browser o a Trend, MultiTrend, or Table for data retrieval.

Entering usernames and passwords

Depending on how a data source was configured, you may be prompted for PHD and/or

Windows usernames and passwords when you attempt to connect to a data source.

A dropdown list for the username field displays the previously used Windows and PHD

user names, as shown in the following example. Do not assume that a username is

applicable to the field just because it is included in that field's dropdown list.



Handling an unsuccessful connection to a data source

If the connection was not successful, do the following:

Verify that you selected the correct Data Source.

Click the Refresh button to attempt another connection.

If prompted for user credentials, ensure that you enter valid user names and

passwords.

If the connection is still not successful, look at the log.

REFERENCE

For instructions on how to view the log for Uniformance Process Studio, refer to section 10.1, "Viewing logs"

Description of the browse structure for a PHD server

By default, the Browser retrieves all tags stored on the PHD server.

To reduce the number of tags that are displayed, select one of the folders available. Upon

Fetch, the Browser contacts the selected data source and retrieves the items that fall

under the selected folder.

The following folders are available, by default, for browsing a PHD server:

All Items Displays all items stored on the selected data source (Default).

Parents Displays items in subdirectories based on their assigned parent tag,

including multiple nested parents (such as grandparents), from which

they inherit tag definition field properties.

Collectors Displays items in subdirectories based on the PHD interface (RDI or Link) that

collects their data from a DCS or other system for storage in the PHD database.

Considerations when browsing PHD parent tags

If a PHD parent tag is inactive, the parent does not appear in the Browser's View in tree,

even though the parent may have tags associated to it.

If a PHD parent tag is active, but does not have any PHD tags associated to it, then the

parent does not appear in the Browser's View in tree.

1 Getting Started With Uniformance Process Studio 1.3 To open a window to display process data


Applying filters and search criteria

There are two levels of filtering available in the Browser:

Provide input in the Item Name Like field to limit the items returned from the data

source.

Invoke the filter criteria option that is provided for each column in the Browser

results grid view. This selection is persisted and applied to future sessions also.

By default, any tags/items that include the criteria somewhere in their name are returned.

For example, boiler1 retrieves Boiler123 and CPlant.Boiler1.

After a successful Fetch, the filtered tag/item names display.

Wildcard characters

For more specific searches, use wildcard characters:

* for multiple characters

? for single characters

Organizing tags/items into customized folders

You can organize tags/items into customized folders using the Workspace feature of

Uniformance Process Studio.

REFERENCE

For more information on creating workspaces, refer to section 7.2, "Creating the workspace tree structure".

Configuring a browse limit

The Browser limits the number of tags/items that can be fetched at any one time to 1000

by default. This default prevents requests for large number of tags/items that could result

in performance issues. The Desktop Configuration contains an application default entry

(Maximum Item Browser results) that allows you to change the maximum number of

tags/items the Browser return.

REFERENCE

For details on Desktop Configuration, refer to section 9.4, "Changing the application defaults".

1 Getting Started With Uniformance Process Studio 1.3 To open a window to display process data


1.3 To open a window to display process data

Step Action

1 Click on the Home tab and then click Trend.

Result: A new Trend window displays.

2 Drag/drop tags/items from the Workspace or from the tag/item Browser

window to the Trend.

Result: The data displays in the Trend window.

3 Click on the Home tab and then click Table.

Result: A new Table window displays.

4 Drag/drop tags/items to the Table.

Result: The data displays in the new Table window.

TIPS

Click on Home whenever you want to open a new window.

When you close a window or when you exit Uniformance Process Studio, a dialog box displays for each open window to give you the opportunity to Save

the window's context to a Workspace folder.

1 Getting Started With Uniformance Process Studio 1.4 Introducing the time control


1.4 Introducing the time control

Overview of the time control

The Time Control allows the user to set time related properties and to automatically play

or step through data.

The Time Control user interface (shown in the following figure) displays in the status

strip at the bottom of the window.

The default time format is Relative. The default time Period is two hours (From now-2h

To: now). You can change the properties of the Time Control to use Absolute time

format. The following figure shows the appearance of the Time Control for both

Relative and Absolute time formats.

Figure 1 – Time Control User Interface

What is "Current time"?

"Current time" is a position in time between the start and end times. The user points to

"current time" through the use of the relative time slider or the absolute date/time pickers.

A Trend uses "current time" as the position of hairline cursor 1.

A Graphic uses "current time" as the time for data shown by alphanumerics, indicators,

and so forth.



Description of data refresh

The only automatic refresh in Uniformance Process Studio (UPS) is for graphics - to

support elements that are NOT connected to a time control in a graphic page. These

elements are updated at the rate configured for the graphic page. Other elements in a

graphic page that ARE connected to a time control on the graphic page are updated when

the user places the UPS Time Control in Play mode, or when the user clicks the UPS

Time Control's Refresh button.

The UPS Time Control requests a refresh of data only when the user clicks Play to place

the Time Control into Play mode, or when the user clicks Refresh to demand a data

refresh.

Because there is no automatic refresh in UPS, the user obtains the following benefits:

Data in the content windows is maintained until the user chooses to manually request

an update.

The user can link all content windows to a single Time Control without imposing an

unnecessary or unacceptable load on the server to update all content windows at

regular intervals.

To select a time period from a list

Step Action

1 On the Time Control, select the time period that you want from the Period drop down list:

Note: When you change the Period, other time

properties also change, including the Refresh interval and Fast replay multiplier for Play mode, and the Large and Small step sizes. You can view all time properties in the Time Control Properties dialog box.

2 The 'From' and To' fields on the Time Control update to reflect your selection, and the data automatically updates to the selected time settings.



To specify a time period through direct entry

Step Action

1 On the Time Control, click the Properties button.

Result: the 'Time Control Properties' dialog box appears.

2 For the From and To entries, select Absolute or Relative time format and

then enter the time period of interest.

3 After completing your entries, Click OK.

Result: The Time Control reflects the specified time period.

Note: When you change the time period, other time properties also change,

including the Refresh interval and Fast replay multiplier for Play mode, and the Large and Small step sizes.

REFERENCE

For descriptions of all the time control properties, refer to section 6.3, "Viewing/adjusting the time control properties".

To step forward and backward in time

The step buttons on the Time Control move the "current time" backward or forward in

time by the step size.

To move backward or forward by the small step size, click or , respectively.

To move backward or forward by the large step size, click or , respectively.

Note: You can configure step sizes through the "Large step size" and "Small step size" in

the Time Control Properties dialog box.

To automatically scroll data forward

Click Play to automatically scroll data forward in time.

Note: You can configure the automatic data refresh interval for Play mode through the

"Refresh interval" in the Time Control Properties dialog box.



To use separate time settings for each window

After initial installation, the Common Times status of Uniformance Process Studio is

active – meaning that each content window (Trend, MultiTrend, Table, and Graphic) uses

the same time control and time properties.

Perform the following steps to deactivate Common Times mode and allow each Trend,

MultiTrend, and Table to use a separate local Time Control user interface that you can

manipulate independently.

Step Action

1 Click Common Times on the ribbon:

Result: Common Times is no longer highlighted.

With Common Times not active, each window has its own Time Control user interface shown in the status strip of the window.

To synchronize windows to the same time settings (Common Times)

The Common Times status provides a way to synchronize all windows to the same time

settings - this can be helpful when you need to explore a significant event from different

viewpoints.

The Common Times status causes all Trend, MultiTrend, Table, and Graphic windows to

use the same Period, the same start and end times, and a single master Time Control user

interface. Any manipulations that you make through this master Time Control user

interface affect all of the windows.

Step Action

1 Display the Trend, MultiTrend, Table, or Graphic that has the time settings you want to use.

2 Click Common Times on the ribbon:



Step Action

Result: Common Times becomes highlighted. The master Time Control appears in the status strip of the main window. The time properties from the local Time Control of the currently selected window go to the master Time Control. All windows now use the times of the single, master Time Control.

Note: When you close Uniformance Process Studio, the current Common Times status is

saved, and it is used as the default startup state when you reopen Uniformance Process

Studio the next time.

1 Getting Started With Uniformance Process Studio 1.5 Displaying data in Uniformance Process Studio


1.5 Displaying data in Uniformance Process Studio

REFERENCE

For details on the different types of displays that are available in Uniformance Process Studio, go to the section of interest:

For this display type… Go to this section…

Trend Displays data in a selected trend format (Single Y Axis, Strip Chart, Multi Y Axis, XY, or Histogram).

Section 2, Displaying Data in a Trend

Multi-trend

Displays data in a matrix of individual charts – up to 25 charts in a 5x5 matrix, with up to 6 traces per chart.

Section 3, Displaying Data in a Multi-Trend

Table Displays data in a tabular display that supports a number of the display styles similar to the Uniformance Excel Companion.

Allows conditional filtering of data.

Section 4, Displaying Data in a Table

Graphic Window

Displays data in an HMIWeb graphic, or opens the HMIWeb Display Builder.

Section 5, Displaying Data in a Graphic


2. Displaying Data in a Trend

2.1 Choosing a Trend format

Single Y Axis (default) format

Single Y Axis format shows all traces superimposed on one display with a common X-

axis and Y-axis.

The single Y axis trend window allows the user to display 32 traces.

Figure 2 – Single Y Axis Trend

Strip Chart format

Strip Chart format shows each trace on a separate strip with its own Y-axis, but with a

common X-axis.

Figure 3 – Strip Chart Trend

2 Displaying Data in a Trend 2.1 Choosing a Trend format


Multiple Y Axis format

Multiple Y axis format shows all traces superimposed on one display – the Y axis for

each trace is used, but still with a common X axis.

In the following example, the Y axis for each trace displays on the left side of the trend.

The user can click on any trace to display its corresponding Y axis in the same color on

the right side of the trend.

Note: For users familiar with the Uniformance Desktop, this format is similar to the

Process Trend.

Figure 4 – Multiple Y Axis Trend



XY format

XY format plots traces against each other. The user selects a tag/item as the X axis and a

tag/item as the Y axis.

XY format plots values against common timestamps.

If a trace displays Aggregate data, then you can associate X and Y with different

tags/items.

If a trace displays RAW data, then both X and Y show trace values for the same tag/item.

You can click on a trace to display its data points (as shown in the following figure).

Figure 5 – XY Trend



Histogram format

The Histogram format is used to display how a variable is distributed. The histogram

condenses a data series into a visual by taking many data points and grouping them into

logical ranges or bins.

On the ribbon is a field where the user can specify the number of bins and the resolution.

A chart lists general statistical information, such as normal distribution, mean, and

standard deviation.

The user can plot a histogram for any trace that was added to a Trend.

Figure 6 – Histogram Trend

2 Displaying Data in a Trend 2.2 Interpreting the histogram


2.2 Interpreting the histogram

Histogram algorithm

The algorithm used to calculate the Histogram series values is as follows:

W is the width of a bar in a histogram, and

W = (Max - Min) / #Bar.

Counts[] is the heights of bars in a histogram if Unit is selected as Counts, and

Counts[i] = is the number of sample for ((i-1)W * V[j] < iW)

Where i = 1, 2, ..., #Bar, and j = 1, 2, ..., N.

If the Unit is selected as Percent, the heights of bars is

Percent[i], and

Percent[i] = Counts[i] / N

The Normal Distribution Curve (where area is equal to the histogram) is calculated by:

Where x ranges from Mean - 3Dev to Mean + 3Dev.

2 Displaying Data in a Trend 2.2 Interpreting the histogram


Histogram statistics box

Value Description

#Data Resolution. Number of data points within the sample per trace.

LSL Low Standard Limit. Default is the Low Extreme value in the PHD Server tag configuration.

HSL High Standard Limit. Default is the High Extreme value in the PHD Server tag configuration.

Mean The Mean value:

Std Dev Standard Deviation (Dev):

Minimum ---

Maximum ---

Cp Process Capability

If both LSL and HSL are defined,

CpHSL LSL

Dev6

If only LSL is defined,

CpMean LSL

Dev3

If only HSL is defined,

CpHSL Mean

Dev3

Cpk The Process Capability index is defined as the Cp for a centered process producing a similar level of defects - the ratio between permissible deviation measured from the mean value to the nearest specific limit of acceptability, and the actual one-sided 3 x sigma spread of the process.

As a formula, Cpk = either (HSL-Mean)/(3 x sigma) or (Mean-LSL)/(3 x sigma) whichever is the smaller (that is, depending on whether the shift is up or down).

2 Displaying Data in a Trend 2.3 Creating a Trend


2.3 Creating a Trend

To create a new trend window

Step Action

1 On the Home menu, click Trend.

Result: The Trend window displays.

2 The view defaults to a Single Y Axis trend type.

To select a different type, click Type on the menu, and then select the type:

Single Y Axis – Shows all traces superimposed on one chart with common X

and Y axes

Strip Chart – Shows each trace on a separate strip with common X and Y

axes.

Multiple Y Axis – Shows all traces superimposed on one display - each trace

has its own Y axis, but a common X axis.

XY – Shows traces plotted against each other.

Histogram –Shows distribution frequency of variable.

To add tags/items

You can drag/drop single or multiple tags/items from the Browser window to a Trend,

MultiTrend, or Table window.

Alternatively, you can directly enter a tag/item.

REFERENCE

For instructions on how to directly enter a tag/item, refer to section 2.4, "Using direct entry to add tags/items".

To replace a tag/item

Drag a new tag/item from the Browser or Workspace and drop it onto the existing

tag/item name in the Trend properties table.

2 Displaying Data in a Trend 2.3 Creating a Trend


To delete a tag/item

Step Action

1 In the trend properties table, select the row to be deleted.

Result: The row becomes highlighted.

2 Press the Delete key.

3 Click OK to confirm the deletion.

To save a trend for reuse

REFERENCE

For instructions on how to save a trend to a workspace, refer to section 7.2, "Creating the workspace tree structure".

2 Displaying Data in a Trend 2.4 Using direct entry to add tags/items


2.4 Using direct entry to add tags/items

You can add a tag/item to a Trend, MultiTrend, Table, or Workspace by directly entering

the tag/item name. Optionally, you can customize the tag/item with details that define

how you want the data retrieved. Table 1 describes the entries to customize a tag/item.

Step Action

1 On a Trend, MultiTrend, or Table window, right-click and select Items>New Item.

Result: The 'Specify Item Details' dialog box displays.

2 Enter the Item Name and other entries as needed.

Refer to Table 1 for descriptions of the entries.

3 Click OK.

Result: The tag/item is added.

2 Displaying Data in a Trend 2.4 Using direct entry to add tags/items


Table 1 – Description of Item Details

Item Detail Description

Item Name Enter the name of the data item. Tag Name and Item Name are used interchangeably.

Enumerated If checked, enumeration (string) values display for the item/tag instead of ordinal (integer) values.

Minimum Confidence Specifies the default minimum confidence for data retrieved from the PHD server. The confidence values range from 0 to 100, where 0 represents no confidence and 100 represents complete confidence in the data.

Null Value Replacement Specifies how you want Null (bad) values indicated.

Units Specifies the engineering unit conversion that you want performed. Note: The units must be a valid, predefined

unit conversion.

Aggregate Resample Interval

REFERENCE: For definitions of Resample Interval and

the various Aggregates, refer to Table 2 – Definition of Frequency and Method.

Data Source Specifies the PHD server from which to retrieve the tag/item data.

2 Displaying Data in a Trend 2.5 Working with time ranges


2.5 Working with time ranges

To save a time range for reuse

REFERENCE

For instructions on how to save a time range to a workspace, refer to section 7.2, "Creating the workspace tree structure".

To reuse a saved time range

Drag the saved time range from the workspace to the start/end times on the Time Control

user interface.

If the start/end times are not visible on the Time Control, you can drag/drop it to the

Properties button on the Time Control.

If Common Times is NOT active, you can drop the time range onto an individual

window that supports it, such as Trend.

To trend different time ranges in the same window

Step Action

1 Create a Trend (not a MultiTrend).

Apply an offset to the top axis

2 Right-click the trend window and select Axis> Secondary X Axis (Top)> Configure

3 Select a relative or absolute offset and then click outside the box to enter it.

Note: The secondary X axis does not display until after you assign

at least one trace to the top X axis.

Assign a trace to use the offset

4 Assign at least one trace to use the top X axis:

In the properties table, click on the cell within the Axis column and select Top.

2 Displaying Data in a Trend 2.6 Viewing trend data value at hairline cursor position


2.6 Viewing trend data value at hairline cursor position

Overview of hairline cursors

The user can display a maximum of two hairline cursors (vertical lines) on a trend. The

vertical lines allow the user to view the data value at one specific time and at two

different times.

Hairline 1 – default color is red

If you reposition Hairline 1, it changes the Time Control's "current time" (in

either Local or Common Times mode).

Hairline 1 synchronizes across all trend windows when in Common Times

mode.

Hairline 2 – default color is blue

Hairline 2 is manipulated through a local window in Local Times mode only.

The mouse can be used to reposition both hairlines, as needed.

In addition, you can use the slider on the Time Control to reposition Hairline 1.

A box shows the tag name, value, and timestamp of all traces at the position of the

hairlines.

A straight line algorithm is used to interpolate between data points when the hairline is

not over actual data points.

To view data value at a specific time/date

Step Action

1 Display the trend that contains the trace(s) of interest.

2 Right-click on the trend and select Display>Hairline 1 or Hairline 2.

Result: A vertical line displays on right-side of the trend, and a box shows the tag/item names of all the traces and the timestamp at the position of the hairline.

Note: You can drag the box out of the way as necessary.



Step Action

Move the hairline

3 Drag the vertical line to the position of interest.

Result: The box shows the data value and timestamp at the new cursor position.

Note: Changing the position of Hairline 1 changes the "current time" in the

local or master Time Control.

4 If you want more precise movement, use the mouse wheel to move the cursor left and right between data points for the selected trace. If no trace is selected, then the cursor uses the first trace.

5 Alternatively, to move Hairline 1, drag the slider on the Time Control.

TIP

To synchronize other windows to this window's Hairline 1 position, click Common Times, if it is not already highlighted in the ribbon.

Show the time/date of the current hairline position

6 Move the mouse cursor over the slider to display the time/date of the hairline.

Note: Current-time is a position in time between the start and end times.

7 Click the Properties button on the Time Control.

Result: The Time Control Properties dialog box displays.

8 For Current time, click Absolute.

9 Click OK.

Result: The time/date replaces the slider on the Time Control

10 Place your cursor in the time/date field on the Time Control and enter the time/date that you want

11 Alternatively, you can use the arrows on the Time Control to specify a time/date:

Click the large down arrow to display a calendar, and then select the date.

Click the small arrows to increment/decrement the time – position your cursor in the field that you want to increment/decrement.



To view data value at two different times

Step Action

1 Display the trend that contains the trace(s) of interest.

2 On the Trend ribbon, click Hairline 1 and Hairline 2.

Result: Two vertical lines display on the Trend, and the box shows the names and timestamps at both hairline positions.

3 Drag the vertical line for Hairline 1 to the position of interest.

Result: The values appear in the box.

4 Drag the vertical line for Hairline 2 to the position of interest.

Result: The values appear in the box



To view statistics (min, max, mean, and SD) at hairline position

The Trend allows the user to display summary statistics on the information between

Hairline 1 and 2. This can be used, for example, to compare the statistics before and

after a process improvement was made.

Note: The Zoom function is not available when the Statistics function is enabled.

Step Action

1 Display the Trend that contains the trace(s) and timespan of interest.

2 On the ribbon, click Hairline 1 and/or Hairline 2.

Move the Hairlines to the times of interest.

3 On the ribbon, click Statistics.

Result: A box shows statistics on the information between Hairline 1 and 2.

To update the statistics information

To update the statistics, click on the Trend window.

If you place the Trend in Play mode, the statistics do not get updated with the current

time update. You must click on the Trend window to refresh the statistics.

After adding a tag/item to the Trend, the statistics for the new tag/item do not display

automatically. You must click on the Trend window to display the statistics for the new

tag/item.

2 Displaying Data in a Trend 2.7 Using the zoom


2.7 Using the zoom

Step Action

1 Drag the cursor over the area to zoom

2 Drag the cursor again to zoom again. Continue zooming as needed.

3 To reset (clear) the zoom, right-click and select Reset Zoom.

Note: The Zoom function is not available when Statistics is enabled. To use the Zoom,

disable (uncheck) the Statistics box in the ribbon..

2 Displaying Data in a Trend 2.8 Adding annotations


2.8 Adding annotations

Step Action

1 Display the Trend that contains the trace(s) and Period of interest.

2 Right-click the Trend window and select Annotation>New.

RESULT: An entry box and prompt message appear in the upper left corner of the trend.

3 Press the F2 key when the mouse is over the entry box.

4 Type your annotation and press the Enter key to enter it.

5 Drag the annotation to the position you want.

2.9 Changing the visual properties of a Trend

To show/hide the properties table

Click on the control that appears above the properties table and below the Trend.

To show X axis on top or bottom

Click on Axis in the Trend properties table, and then select Top or Bottom.

To change style of trace line

Click on Style in the Trend properties table and select from the drop down list (Dash,

Dot, DashDot, or DashDotDot).

2 Displaying Data in a Trend 2.9 Changing the visual properties of a Trend


To change style of marker for indication of data points

Click on Marker in the Trend properties table and select from the drop down list

(Rectangle, Circle, Triangle, or Diamond).

ATTENTION

Enabling the Marker styles degrades Trend performance.

To change color of trace line

Click on Color in the Trend properties table and select a color from the drop down list.

To show Step instead of linear trace line

Click on Step in the Trend properties table to display the trace line as steps between data

points instead of linear lines.

To show a grid

On the Trend window, right-click and then select Display>Grid.

To show/edit title

Note: This procedure applies to a Trend and to each chart in a MultiTrend.

To display the trend title, right-click on the window or chart and then select

Title>Display.

To change the title, right-click on the window or chart and then select Title>Edit. Type-

in a title and press Enter or click outside of the port.

2 Displaying Data in a Trend 2.10 Viewing and changing the scale of a Trend


2.10 Viewing and changing the scale of a Trend

To view the scale of a trace

To display the scale of a particular trace, click on its name in the properties table.

To change the scale

Select the YRange property, located in the Trend's properties table for each trace, and set

it to one of the following:

Auto Scale - Automatically rescales Y range to accommodate the displayed data.

Tag Range - Sets Y range equal to the tag/item high/low extremes.

Custom Range - Allows user to set minimum/maximum range.

To automatically rescale

To configure automatic rescaling for a particular trace, select its YRange in the

properties table, and then select Auto Scale.

To rescale all traces in the trend, select Type>Auto Scale in the Trend ribbon.

To plot trace with its own scale (normalized Y axis)

Select YRange in the properties table, and then select Tag Range.

To manually change scale of trace distorted by a single outlier

Select YRange in the properties table, select Custom Range, and then enter a new

Minimum and/or Maximum value. Select the item in the properties table to display its

new YRange.

To lock the range of the Y axis (Lock Scale)

Right-click on the Trend window and select Axis>Lock Y Scale.

2 Displaying Data in a Trend 2.11 Description of data retrieval properties 'Frequency' and 'Method'


2.11 Description of data retrieval properties 'Frequency' and 'Method'

The following table describes the 'Method' and 'Frequency' properties that affect data

retrieval for Uniformance Process Studio. You can change the 'Method' and 'Frequency'

properties in Trend and MultiTrend, or through direct entry of a tag/item.

Trend (through the properties table on a per tag/item basis)

MultiTrend (through the ribbon on a per window basis)

Table 2 – Definition of Frequency and Method

Property Description

Frequency Selects the time interval for sampling or reduction: 1S, 5S, 10S, 30S, 1M, 2M, 5M, 10M, 30M, 1H, 2H, 4H, 8H, 1D, 7D, or 30D. Default is 10S.

Method Selects a data sampling type (Raw or Snapshot) or reduction calculation (Average, Delta, First, Last, Maximum, Minimum, RegressionConstant, RegressionDeviation, RegressionSlope, Standard Deviation). The default method is Snapshot.

This method... Provides this data…

Raw The actual sample that was stored with its timestamp – no reduction is performed. This method does not include interpolation. If the actual sample is not there during the "Frequency" (time interval), it returns the nearest actual sample.

Snapshot A value that is the interpolation between the raw data values within the Frequency time interval. Provides the raw data that exist at specific timestamps - other values are interpolated according to the PHD tag configuration. Note: Tag configuration of Interpolation

Method (Linear or Step) affects all reduction results and Resample Method (Sample at Interval or Average Around Interval) affects the results when resampled data are reduced.

<reduction> A value calculated from the raw values over the "Frequency" (time interval). Also referred to as Aggregate. Applies to floating or integer data.

Average The average data over the time interval using time weighted averaging.



Property Description

Delta Value at start of time interval subtracted from value at end using time weighted averaging.

First The first actual (raw) value at the start of the time interval.

Last The last actual (raw) value at the end of the time interval.

Maximum The maximum value over the time interval using time weighted averaging.

Minimum The minimum value over the time interval using time weighted averaging.

Regression Constant

Y-intercept of the regression line using time weighted averaging.

RegressionDeviation

Standard deviation of the regression line over the time interval using time weighted averaging.

RegressionSlope

Slope of the regression line over the time interval using time weighted averaging.

Standard Deviation

The standard deviation of the samples over the time interval using time weighted averaging.

REFERENCE - INTERNAL

For more information on PHD reductions, refer to the PHD System Manual

(pim0301), section "Data Resampling" and "Data Reduction Calculations".




3. Displaying Data in a Multi-Trend

3.1 Overview of MultiTrend features

MultiTrend allows the user to set up a set of small trends that typically cover a relatively

large number of tags/items, for routine process monitoring.

MultiTrend displays only aggregate (not raw) data.

Each MultiTrend can contain up to 25 charts. The example in the following figure

contains four charts.

The maximum number of traces per chart is user configurable through Desktop

Configuration – the default limit is 6.

The maximum number of rows and columns is user configurable through Desktop

Configuration – the default limit is 5.

The maximum total number of trace points per MultiTrend is user configurable through

the ribbon command "Max. Trace Point Count". The default limit is 2000 traces.

The MultiTrend automatically adjusts the Aggregate frequency based on the number of

data points and the start and end times. For example, with 100 data points displayed for

five days of data, the calculated frequency is (60*60*24*5) = 432000 seconds, or 1H12M

(1 hour 12 minutes). If you select a frequency of 2hrs, then there is no change.

Each MultiTrend displays as a tabbed window.

Figure 7 – MultiTrend

3 Displaying Data in a Multi-Trend 3.2 To create a new MultiTrend


3.2 To create a new MultiTrend

Step Action

Open a new MultiTrend window

1 On the Home menu, click MultiTrend.

Result: The MultiTrend window displays. The default layout is four charts.

Select layout

2 To select the layout, right-click on the MultiTrend window, select Layout, and

then click the chart layout that you want.

Add tags/items

3 METHOD 1: Open the tag/item Browser window if not already present and

drag/drop a tag/item to a chart in the MultiTrend window.

METHOD 2: Right-click a chart in the MultiTrend window and select Items>New Item. Enter the item details into the dialog box and then click OK.

Result: The trend for the tag/item displays in the chart.

4 Continue adding tags/items as needed.

Note: Multiple tags/items can be added to an individual chart.

Replace or remove tags/items

5 Right-click a chart and select one of the following commands:

Items>Edit – to replace a tag/item

Items>Remove – to delete a tag/item

3 Displaying Data in a Multi-Trend 3.3 To save all MultiTrend charts or a single chart for reuse


3.3 To save all MultiTrend charts or a single chart for reuse

REFERENCE

For instructions on how to save all of the MultiTrend charts or a single chart to a workspace, refer to section refer to section 7.2, "Creating the workspace tree structure".

3.4 To view the MultiTrend properties

Right-click on the MultiTrend and select Display>Legend.

Result: The tag/item names, trace colors, and statistics appear in a box on each chart.

3.5 To view a MultiTrend chart in a Trend window

Double-click on any chart in a MultiTrend window to open a new Trend window

containing the same tags/item(s).

3.6 To display hairline cursors in a MultiTrend

To display hairline cursors in a MultiTrend, right-click, and then select

Display>Hairlines.

Result: A vertical hairline cursor displays on all charts in the MultiTrend.

Note: If you reposition the hairline in one of the charts, it moves the hairline in all of the

other charts. It also changes the Time Control's "current time" (for local or master Time

Control).

3 Displaying Data in a Multi-Trend 3.6 To display hairline cursors in a MultiTrend



4. Displaying Data in a Table

4.1 Overview of Table features

The Table allows you to display data for a given timespan in a tabular form. The data

table shows the following detailed data for each tag/item:

timestamp

value

confidence factor

A table can be populated from a Trend or directly configured.

Each table displays as a tabbed window.

From a table, you can edit PHD data values and perform Manual Inputs.

You can apply a custom filter to any column of a table by entering one or more

conditions. Data that meets the conditions is filtered from the table.

You can export a table to Microsoft Excel and to the Uniformance Excel Companion.

There are three table formats: standard, matrix, and merged.

Note: The data Table accepts a maximum of 10 tags.

Figure 8 – Table Example

4 Displaying Data in a Table 4.2 To create a table


4.2 To create a table

Double-click a tag/item in the Browser window – a new Table window is created and the

selected tag/item is added to the table.

Or

Click on the Home tab and select Table to create a new Table window, and then add

tags/items:

Drag/drop a single or multiple tags/items from the Browser or from a workspace

onto the table.

Or

Right-click on a Trend and select Edit>Copy, then right-click on the table and select

Context>Paste.

Or

Right-click on the table and select Items>New Item. See Table 1 for definitions of

the optional entries to customize a tag/item.

4.3 To save a table to a workspace

REFERENCE

For instructions on how to save a table to a workspace, refer to section 7.2, "Creating the workspace tree structure".

4 Displaying Data in a Table 4.4 To filter table data


4.4 To filter table data

Note: The filter is available only in the Standard type of Table.

Step Action

1 In the table, select the Filter button on the column you want to filter.

2 Select Custom.

3 Enter your filter criteria into the dialog box.

Result: The filter statement appears at the bottom of the dialog box.

4 If you add more than one condition, select And Condition or Or Condition to

specify the logic to be applied.

4 Displaying Data in a Table 4.4 To filter table data


Step Action

Result: AND/OR appears in the filter statement at the bottom of the dialog box.

5 Click OK.

Result: The indicator on the column's Filter button becomes solid black to indicate that a filter is present:

To delete a condition from a custom filter

Step Action

1 In the Filter dialog box, click the button of the condition that you want to

delete.

Result: The condition becomes highlighted.

2 Click Delete Condition.

3 Click OK.

4 Displaying Data in a Table 4.5 To perform manual input/edit of PHD data in a table


4.5 To perform manual input/edit of PHD data in a table

Note: For an input/edit to be successful, the PHD tag/item must have either the Data Edit

flag or the Manual Input flag enabled in its tag configuration.

Step Action

1 Double-click on any value in the table for the tag/item that you want to input/edit.

Or

Right-click on the table and select Manual Input.

Result: The 'Modify' dialog box displays.

2 Specify the date/time for which you want to enter a value. Note: A calendar is

available under the drop down arrow.

3 Enter the value that you want.

4 Change the confidence factor, if needed.

5 Click Modify to send the change to PHD.

6 Click Refresh in the Time Control to update the table data.

4 Displaying Data in a Table 4.6 Viewing PHD tag/item configuration in a table


Figure 9 – Manual Input/Edit

4.6 Viewing PHD tag/item configuration in a table

To display the five pages (groups) of configuration parameters for all tags/items in the

table: right-click>View>Item Info.

The configuration is shown in a tabbed form. Click on a page (group) to view the

tag/item definitions.

REFERENCE

For descriptions of the fields, refer to the PHD User Guide, (pim0201),

section "Tag Configuration Form".


5. Displaying Data in a Graphic

5.1 Overview of Graphic features

Uniformance Process Studio graphics are used to display process schematics, mimics,

and trends. Figure 10 shows an example of a process schematic type of graphic. A time

control within a graphic allows you to play back an event or review the state of a process

or system at a particular point in time. You can synchronize the graphic to the

Uniformance Process Studio master Time Control by activating the Common Times

status, or you can use the graphic's own separate time control. In Uniformance Process

Studio, the Graphic Window provides the means to

Open an existing HMIWeb graphic, a web page, or an HTML document.

Launch HMIWeb Display Builder to create new graphics or edit existing graphics.

Uniformance Process Studio graphics use the same HMIWeb technology as Honeywell

Workcenter and Experion PKS. You can launch HMIWeb Display Builder from within

Uniformance Process Studio if the licensed option is installed.

Figure 10 – Graphic Window Example

5 Displaying Data in a Graphic 5.2 To display an existing web page, HTML document, or HMIWeb graphic


5.2 To display an existing web page, HTML document, or HMIWeb graphic

The Graphic Window functions as a container for HTML documents. To load such

content into a Graphic Window, use any of the following methods.

Step Action

1 Double-click a Graphic/URL item in a Workspace to open a new Graphic Window containing the Graphic/URL.

Or

Step Action

1 In the Home tab, click Graphic Window.

2 Click the Open button in the Graphic tab or inside the new empty Graphic

Window.

5 Displaying Data in a Graphic 5.2 To display an existing web page, HTML document, or HMIWeb graphic


Step Action

3 Browse to the HTML file of interest and then click Open.

Or

Step Action

1 In the Home tab, click Graphic Window.

2 In the Graphic tab, click Address Bar, to make the address bar visible if it is

not already visible.

5 Displaying Data in a Graphic 5.3 To navigate between graphics


Step Action

3 Enter a URL in the Address field and click Go, or click on the button, browse to the HTML file of interest, and then click Open.

5.3 To navigate between graphics

If graphic pages are linked together with hyperlinks, then the Back and Forward

ribbon buttons perform a function similar to that of most web browsers.

You can create hyperlinks using the HMIWeb Display Builder.

REFERENCE

See the HMIWeb Display Builder Guide for detailed information on how to

create hyperlinks. This Guide is available from the Help menu of the HMIWeb Display Builder.

5 Displaying Data in a Graphic 5.4 To create a new HMIWeb graphic


5.4 To create a new HMIWeb graphic

Prerequisite: The Uniformance Process Studio installation must include the HMIWeb

Display Builder licensed option.

Step Action

1 Click the Home tab,

2 Click on the Graphic Window button in the ribbon to create an empty graphic

window.

3

Click the New button in the ribbon or inside the new empty Graphic

Window.

4 Specify the name and location for the new graphic file and click OK.

Result: HMIWeb Display Builder opens and displays the new blank graphic file.

5 Add content to the display as needed.

REFERENCE


build graphic displays and use the various graphics objects. The Guide is available from the Help menu of the HMIWeb Display Builder.

REFERENCE

To use an existing Uniformance Process Studio graphic as a starting point for a new graphic, see section 5.6 “To create a new graphic based on an existing graphic."

6 Click Save in HMIWeb Display Builder.

Result: Your changes are saved and automatically displayed in the Graphic Window of Uniformance Process Studio.

7 When you finish this graphic building session, you may close HMIWeb Display Builder: File>Exit.

TIP

HMIWeb Display Builder automatically opens each time you select the command to edit or create a graphic in Uniformance Process Studio.

5 Displaying Data in a Graphic 5.5 To edit an existing HMIWeb graphic


5.5 To edit an existing HMIWeb graphic

Prerequisite: The Uniformance Process Studio installation must include the HMIWeb

Display Builder licensed option.

Step Action

1 Open the existing graphic in Uniformance Process Studio (see section 5.2).

2

Click the Edit button in the ribbon.

Result: HMIWeb display Builder launches and automatically loads the

display. The graphic window icon changes from to to indicate that the graphic is open in HMIWeb Display Builder.

3 Make the required changes to the display in HMIWeb Display Builder and click Save.

Result: The Uniformance Process Studio graphic page automatically reloads to reflect the latest changes.

REFERENCE


build graphic displays and use the various graphics objects. This Guide is available from the Help menu of the HMIWeb Display Builder.

TIP

Switch to the Uniformance Process Studio Graphic Window to see a live copy of the most recent changes that you saved from HMIWeb Display Builder.

5 Displaying Data in a Graphic 5.6 To create a new graphic based on an existing graphic


5.6 To create a new graphic based on an existing graphic

Step Action

1 Open the existing graphic in Uniformance Process Studio (see section 5.2).

2

Click the Copy & Edit button on the ribbon.

3 Specify the name and location for the copy of the graphic file and click Save.

4 Use HMIWeb Display Builder to modify the display as needed.

REFERENCE


build graphic displays and use the various graphics objects. This Guide is available from the Help menu of the HMIWeb Display Builder.

5 Click the HMIWeb Display Builder Save or Save All button to save any

changes to the display.

5 Displaying Data in a Graphic 5.7 Adding a graphic to a workspace


5.7 Adding a graphic to a workspace

You can add a Graphic to a workspace.

REFERENCE

See section 7.2, "Creating the workspace tree structure".

5.8 Importing an existing Workcenter or Experion PKS graphic

Uniformance Process Studio graphics use the same HMIWeb technology as the displays

on Honeywell Workcenter and Experion PKS. It is possible to import some Workcenter

and Experion PKS displays into Uniformance Process Studio.

Contact Honeywell TAC for information on the import of Workcenter or Experion PKS

displays into Uniformance Process Studio.

5.9 To print a graphic

Step Action

1 Click the Print button on the ribbon.

2 Adjust the print settings if required and then click the Print button.

5 Displaying Data in a Graphic 5.10 Drag/Drop between graphics and other Uniformance Process Studio applications


5.10 Drag/Drop between graphics and other Uniformance Process Studio applications

The following table describes graphic objects that are drag and drop zones that you can

use to transfer items and time range details to and from other Uniformance Process

Studio applications.

For example, you can drag an alphanumeric from a graphic to a Trend to trend the item

represented by the alphanumeric.

TIP

Arrange your windows vertically or horizontally so that you can see the window you want to drag from and the window you want to drop to. See section 8.2, "Creating and modifying tab groups".

Table 3 – Graphic Drag/Drop Zones

Graphic Drag/Drop Zone Description

Alphanumeric

Drag from here to drag the item details of the

alphanumeric.

Indicator

Drag from here to drag the item details of the

indicator.

Table Column Header

Drag from here to drag the item details of the single

column.

5 Displaying Data in a Graphic 5.10 Drag/Drop between graphics and other Uniformance Process Studio applications



Table Header

Drag from here to drag the item details of every

column of the table.

Drop a single item here to add that item to the table

as a new column.

Drop multiple items here to remove all of the existing

columns of the table and create a new column for each of the dropped items.

Embedded Trend Legend Label

Drag from here to drag the item details of the single

trace.

Embedded Trend Drag/Drop Zone

Drag from here to drag the item details of every trace

on the trend.

Drop a single item here to add that item to the

embedded trend as a new trace.

Drop multiple items here to remove all of the existing

traces on the embedded trend and create a new trace for each of the dropped items.

Time Control

Drag from here to drag the current time range details

of the time control.

Drop here to set the time control properties (start

time, end time, current time, and large and small step sizes) to those of the dropped time range details. All graphic objects linked to the time control are refreshed using these details. In addition, if the Common Times mode is in use, the master start/end times update to those of the dropped time range.

5 Displaying Data in a Graphic 5.11 Opening Uniformance Process Studio graphics in Workcenter



Quick Trend Drop Zone

Drop here to open a Trend window that shows the

dropped item(s).

5.11 Opening Uniformance Process Studio graphics in Workcenter

Uniformance Process Studio graphics are not currently supported in Workcenter.

5.12 Working with the graphic time control

When not in Common Times mode, a graphic uses the time control configured through

the HMIWeb Display Builder.

When in Common Times mode, the time control within the graphic is driven by the

master time control in the status strip of Uniformance Process Studio.

If a time control was not added to the graphic page when it was created in HMIWeb

Display Builder, then the Graphic Window does not allow you to toggle the use of

Common Times.

If you want to be able to use a graphic time control or the Uniformance Process Studio

Common Times (master) time control to move graphic elements through time, then you

must use HMIWeb Display Builder to link the graphic elements (such as alphanumerics,

indicators, trends, and tables) to a graphic time control.

REFERENCE

For details on how to use the graphic time control within displays, see the HMIWeb Display Builder Guide. This Guide is available from the Help menu of the HMIWeb Display Builder.

5 Displaying Data in a Graphic 5.12 Working with the graphic time control



6. Operating the Time Control

6.1 Time Control fields and buttons

The Time Control is an user interface within Uniformance Process Studio that allows the

user to set time-related properties.

REFERENCE

For an introduction to the Time Control, refer to section 1.4.

ATTENTION

When Common Times is inactive, the Time Control user interface resizes to fit the available space within each local content window. Reductions in size may remove some fields or buttons from the Time Control or may completely hide the local Time Control.

You can still change the properties through the Time Control Properties dialog box.

If a resize of the Time Control hides the From/To times object, you cannot drag a time range from the Time Control – however, you can still drop onto the Properties button.

Simply increase the size of the content window to display the entire Time Control user interface.

The following table describes fields and buttons on the Time Control user interface.

Table 4 – Description of Time Control Fields and Buttons

Field/Button Description

Period

Allows the user to select a Period to apply to the Time Control. The properties of a Period are start and end times, step sizes, and refresh interval.

From: and To:

(start and end times)

Indicates the start (From) and end (To) times (time range) used by the Time Control to request data.

6 Operating the Time Control 6.1 Time Control fields and buttons



From: and To:

(start and end times),continued

To change the From/To times (time range), right-click on it to display the Time Control Properties dialog box, or select a different Period from the Period drop-down list, or click on the forward/ back buttons.

The user can use the From/To times to drag/drop the time control properties to a workspace or to other objects within Uniformance Process Studio that can use a time range. When you left-click on From/To times, it loads the time control properties (context) for drag/drop - when you release the mouse button, it drops the context.

The user can drag/drop onto the From/To times. Note: When you drop onto

the Time Control, the Period changes to 'Custom'.

When Common Times is not active, the From/To times may not display, because the Time Control user interface reduces in size to fit into the available space of the local content window. In such a case, you cannot drag the From/To times, but you can drop a time range onto the Properties button.

Large Step Back button

Moves the From (start) time, To (end) time, and "current time" together, back in time by the time increment specified in the Large Step property.

Small Step Back button

Moves the From (start) time, To (end) time, and "current time" together, back in time by the time increment specified in the Small Step property.

Large Step Forward button

Moves the From (start) time, To (end) time, and "current time" together, forward in time by the time increment specified in the Large Step property.

Small Step Forward button

Moves the start, end, and current times together, forward in time by the time increment specified in the Small Step property.

Slider control

Moves the "current time" within the period identified by the From (start) and To (end) times. When in Play mode, the slider moves automatically and appears grayed-out. See also: Play button.

6 Operating the Time Control 6.1 Time Control fields and buttons



Refresh button

Requests an update of the data in the time range. For example, if you display a Trend with a time range of 'now-2h to now' and then go to a meeting for an hour, when you get back, the data is one hour old. Click Refresh to update the Trend data with the latest values.

Play button

Play Stop

Toggles between 'Play' and 'Stop'. 'Play' turns on play mode and increments forward through time at a predefined interval. 'Stop" turns off the Time Control automatic refresh.

When in Play mode, the slider moves automatically, and the time control appears grayed-out, except for the Stop button.

Play mode increments forward at a normal or fast interval, depending on the configuration of the Time Control properties, as follows:

normal - If the Fast Replay property is set to “Normal refresh”, play mode increments at the Refresh Interval. Normal play mode continues incrementing if it reaches a relative end time of Now.

fast - If the Fast Replay property is set to “n times normal”, play mode increments at the fast interval, where 'n' is a specified multiplier. Fast play mode slows to normal refresh when it reaches a relative end time of Now.

When playing, and "current time" reaches the To:(end) time:

If Relative end time - playing continues at the refresh interval.

If Absolute end time - playing stops when it reaches the end time.

Properties button

Displays the Time Control Properties dialog box, where the user can view/modify the time-related properties.

This button is also a drag/drop target - you can drag/drop a time range onto the Properties button. This is useful when the From/To times are not available as a drag/drop target, because the Time Control user interface was reduced in size to fit the space available in the local window.

6 Operating the Time Control 6.2 Common Times status


6.2 Common Times status

The Common Times status is present in the ribbon of each Trend, MultiTrend, Table, and

Graphic. The status determines whether all windows synchronize to the same time

settings or each window has its own independent time settings.

Common Times has two states: active and inactive. Initially, Common Times is inactive.

Common Times mode:

When Common Times is active:

The Common Times status is highlighted.

There is one master Time Control user interface – it

displays status strip of the main window.

All open windows share common time settings. For

example, if you change the time period, then all windows

automatically update to display the same time setting. Note:

A graphic must have an HMIWeb time control on its page

to be able to respond to the Common Times status.

If you drop a time entry (a time range, time control, or

saved content that has an associated time) onto a window, it

does not have any effect - the master Time Control settings

continue to be in effect.

Local Times mode:

When Common Times is inactive:

The Common Times status is not highlighted.

A separate Time Control user interface displays in the status

strip of each window. Note: A graphic uses the time control

configured through the HMIWeb Display Builder, if

present.

The Time Control user interface resizes to fit the available

space within the status strip of each window.

If you change the time settings of one window, it does not

affect any other windows.

If you add a new window (such as Home>Trend), it

displays with its own local Time Control user interface.

Note: When you close Uniformance Process Studio, it saves the current Common Times

status, and then uses it as the startup state when you reopen Uniformance Process Studio.

6 Operating the Time Control 6.3 Viewing/adjusting the time control properties


6.3 Viewing/adjusting the time control properties

The Time Control Properties dialog box (shown in the following figure) allows the user

to view and adjust the properties of the Time Control. Table 5 describes the properties.

Figure 11 – Time Control Properties Dialog Box

To display the Time Control properties

Click the Properties button on the Time Control user interface.

Or

Right or left-click on the From/To times on the Time Control user interface.

ATTENTION

If you make a data entry error, the appropriate field changes to a yellow background. Errors include incorrect relative time, and errors in a dependant time entry – such as a start (From) time that is after the end (To) time.



Table 5 – Description of Time Control Properties

Field Description

Period Allows the user to select a Period from the drop-down list. Properties of a Period are start and end times, large and small step-sizes, and refresh rate.

From/ To

Allows the user to enter a time range and to select absolute or relative time format for the time range – depending on the selection in the adjacent buttons.

Absolute:

These buttons increment/decrement the number at the position of the cursor.

This button displays a calendar to assist with date selection.

Relative:

This button allows you to select a relative time from the drop down list.

This button displays the Relative Time Builder dialog box to assist with simple relative time entry. REFERENCE: For relative time syntax, see section 6.4.



Field Description

Current Time

The "current-time" is a position in time between the From:(start) and To:(end) times. The user points to "current time" through use of the Relative time slider or the Absolute date/time pickers.

When you select Relative time format, you can manipulate "current time" using the slider – the slider represents the approximate position between the start and end times.

Trends use "current time" as the position of Hairline 1. Graphics use "current time" as the time for data shown by alphanumerics, indicators, and so forth.

Relative:

Absolute:

Refresh interval

Specifies how frequently Trends, MultiTrends, Tables, and Graphics refresh their data when the Time Control is in Play mode.

Fast replay

Specifies the multiplier that is applied to the Refresh interval when the "current time" is before the end time and the Time Control is placed in Play mode. This has the effect of speeding-up history replay by incrementing the "current time" at the faster-rate.

Small step

Specifies the time increment used for a small step forward or backward in time. The Uniformance Process Studio Time Control user interface does not currently use Small step, but the Graphics time control uses it, and it can be used programmatically.

Large step

Specifies the time increment to be used for the large step button in the Time Control user interface to move forward or backward in time.

OK button

Applies the user's changes to the Time Control. When there are errors in the time entries, the OK button is disabled until the errors are resolved.

Cancel button

Closes the properties dialog box without applying the user's changes.

6 Operating the Time Control 6.4 Relative time syntax


6.4 Relative time syntax


7. Creating and Managing Workspaces

7.1 Introducing workspaces

A workspace is a collection of reusable items organized into folders in a tree structure,

as illustrated in the following navigation pane example.

The navigation pane shows one project at a time.

A project is made up of one or more individual workspaces.

Each item that you store in a workspace has properties that are referred to as its

"context". To reuse a context item, you drag/drop it to a location that supports it.

Each workspace is represented in a <workspace_name>.xml file. Each project is

represented in a <project_name>.dpr file.

You can create one or more projects and then load the project of interest, as needed.

Workspaces are selectable for viewing – one at a time – through buttons on the

navigation pane.

Figure 12 – Navigation Pane Example

<project>

<workspace>

<folder>

<subfolder>

<context>

<folder>

<workspace>

<workspace>

7 Creating and Managing Workspaces 7.2 Creating the workspace tree structure


Types of workspace content

Users can combine content in a Workspace in any way that suits their needs. The user

can create a folder hierarchy, rename content, and repeat a particular content multiple

times. You can add any of the following content to a workspace tree structure:

Trend

MultiTrend

Table

Time Control properties

Graphic / URL

Link to external application or file,

such as a Microsoft Word or Excel

document

Aggregate

Tag/Item (may include item details)

Time Range

Data Source

Tag/Item (includes trend trace details)

Folder/Subfolder

Figure 13 – Example Workspace Tree Structure



7.2 Creating the workspace tree structure

You can explicitly add content to a workspace through the workspace right-click menu,

or some content can be added through Copy/Paste and drag/drop. Refer to the Table 6

for details.

Table 6 – Steps to Add Items to a Workspace

Workspace content

Content description To add items to a workspace…

Folder/ Subfolder

Used to organize workspace content in a tree structure.

1) Right-click on the white background of the workspace and select Add>Folder or right-click on a parent folder and select Add>Sub Folder.

2) Type a new name for the folder.

Result: The new folder is available in the workspace.

REFERENCE: For instructions on how to rearrange

your folders, see 7.4, "Rearranging the workspace tree structure".

Link

Provides a link to an external application (such as ModTag.exe) or a file (such as Microsoft Word or Excel document).

1) Right-click on a folder in the workspace and select Add>Link.

2) Navigate to the location of the application or file and click Open.

Result: The content is available in the workspace.

3) Rename the content appropriately, if needed.

Graphic / URL

Provides a link to a web page, an HMIWeb graphic, or an HTML document.

1) Drag/drop the graphic to a workspace folder.




Workspace content


Graphic / URL

(continued)

OR

1) Right-click on the graphic window and select Copy URL, then right-click a workspace folder and select Paste.


OR

1) Right-click on a folder in the workspace and select Add>URL.

2) Enter the URL of an HMIWeb graphic, a web page, or an HTML document, and then click OK.


OR

1) Display an HMIWeb graphic, a web page, or an HTML document in a Graphic Window.

2) Click Address Bar on the Graphic ribbon to show

the Address bar if it is not already displayed.

3) Drag/drop the Address: onto a folder in the workspace.



Tag

Defines a tag/item reference, including trend trace details.

1) Drag/drop a tag/item from the Trend properties table to a folder in the workspace. Result: The content is available in the workspace.




Workspace content


Tag

Defines a tag/item reference, including item details, if present: - Minimum Confidence - Aggregate - Engineering Units - Resample Interval - Data Source

1) Drag/drop a tag/item from the Browser window onto a folder in the workspace. Result: The content is available in the workspace.

OR

1) Right-click on a folder in the workspace and select Add Tag or on a content window and select Items>New Item.

2) Enter the Item Name and optionally specify item details that you want to save along with the Item Name. REFERENCE: For descriptions of item

details, see Table 1. 3) Click OK.



Time Control

Defines an absolute or relative start time, end time, and large and small step sizes.

1) Ensure that there is no content named Time-Control already in the workspace – if there is, rename it.

2) Drag/drop the From:/To: field on the Time Control

to a folder in the workspace. Result: The content is available in the workspace.


Time Range

Defines a relative start time and end time.

1) Ensure that there is no content named TimeRange already in the workspace – if there is, rename it.

2) Specify relative start time and end time in the Time Control, if not already present.

3) Right-click a Trend window that is using the Time Control and select Copy Timespan.

4) Right-click on a folder in the workspace and select Paste.





Workspace content


Aggregate

Defines a Reduction Method and a Resample Interval.

1) Right-click on a folder in the workspace and select Add Aggregate.

2) Select an Aggregate from the dropdown list.

3) If needed, enter a different Resample Interval in seconds. Default is 60 seconds.

4) Click OK.



REFERENCE: For definitions of Aggregate and

Resample Interval, see 2.11, "Description of data retrieval properties 'Frequency' and 'Method'".

Data Source

Defines a data source (PHD Server).

1) Right-click on a folder in the workspace and select Add Datasource.

2) Select a data source from the drop down list.

3) Click OK.



Trend

Defines a Trend content window.

Note: If not done already, change the name of the

trend window to be a name other than the default "Trend": a. Right-click on the trend window and select Title>Rename Trend. b. Enter the new name, and then click OK.

Result: The name appears on the window tab.

1) Drag/drop the trend to a workspace folder.




Workspace content


Trend

(continued)

OR

1) Right-click on the trend window and select Copy.



MultiTrend

Defines a MultiTrend content window.


multitrend window to be a name other than the default "MultiTrend": a. Right-click on the multitrend window and select Title>Rename MultiTrend. b. Enter the new name, and then click OK.


1) Drag/drop the multitrend to a workspace folder.


OR

1) Right-click on specific chart or anywhere on a MultiTrend window and select Context>Copy (to copy a specific chart) or Context>Copy All (to copy

all of the charts).


Result: The content is available in the workspace - If you selected Copy All, the MultiTrend saves to the workspace. - If you selected Copy, the single chart saves to the workspace for redisplay in a Trend window.

7 Creating and Managing Workspaces 7.3 Description of Workspace commands


Workspace content


Table

Defines a Table content window.


table window to be a name other than the default "Table": a. Right-click on the table window and select Rename Table. b. Enter the new name, and then click OK.


1) Drag/drop the multitrend to a workspace folder.

Result: The content is available in the workspace

OR

1) Right-click on the table window and select Context>Copy.



To create a new workspace

Step Action

1 Before you create a new workspace, save any changes made to the current workspace since the last time you opened Uniformance Process Studio: Right-click on the white background of the workspace and select Save.

2 To create a new workspace, right-click on the current workspace's top blue bar and select Add Workspace>Add New Workspace.

3 Enter a name for the new workspace and click Save.

4 Drag/drop, copy/paste, or right-click to add content into the new workspace per your requirements, and then right-click on the white background of the workspace and select Save.



7.3 Description of Workspace commands

The following table describes the commands to manage workspaces.

Table 7 – Commands Used to Manage Workspaces

To perform the following commands:

Right-click on the orange title bar of an unopened workspace.

Or

Right-click on the top blue title bar of the currently open workspace.

Command Description

Add>Add New Workspace

Displays the "Save As" dialog box, allowing you to navigate to a local directory or network share and create a new workspace (<workspacename>.xml file).

Add>Add Existing Workspace

Displays the "Open" dialog box, allowing you to navigate to a previously configured workspace (<workspacename>.xml file) – on a local directory or network share - to add that workspace to the current project.

Rename Workspace Displays the "Rename Group" dialog box where you can rename the workspace.

Remove Workspace Displays the "Group Deletion" dialog box which prompts you to confirm deletion of the currently open workspace from the project.

Send Workspace To Allows you to email or save a workspace file, so that you can share the content (such as a Trend) with other users.

REFERENCE: For details on how to share workspaces, see section

7.6, "Sharing a workspace with another user".

Import Workspace Displays the "Open" dialog box, allowing you to navigate to a workspace (<workspacename>.xml file) – on a local directory or network share - to load that workspace and add it to the current project.

This command imports a workspace tree structure. Structure may contain content (such as a Trend) that was made available to you by another user through their use of the 'Send Workspace To' command.

REFERENCE: For details on how to share workspaces, see section

7.6, "Sharing a workspace with another user".




Right-click on the white background of the currently open workspace.

Add>Folder Adds a folder to the root of the workspace tree structure.

REFERENCE: For instructions on arranging folders, see

section 7.4, "Rearranging the workspace tree structure".

Save Saves the workspace tree structure to the <workspacename>.xml file. The „Save‟ command provides the user with the option of manually saving work for these reasons:

To be able to share it with other users (through the 'Send Workspace to' command'.

As a best practice after performing a lot of changes, to ensure that your work does not get lost due to an unexpected abnormal closure of the application.

Note: User changes to workspaces do not get saved

automatically until the related content window is closed – such as a Trend, MultiTrend, Table, or Graphic. All workspaces are saved automatically when you close Uniformance Process Studio.

Clear Displays the "Reset Workspace" dialog box – it prompts you to confirm that you want to purge (delete) of all the content in the workspace.


Right-click on the bottom blue bar of the currently open workspace:

Send Workspace(s) to Sends a project (<projectname>.dpr) to an email address or a local or network location.

Load Project Displays the "Open" dialog box that allows you to navigate to a project (<projectname>.dpr) – on a local directory or network

location – and then load that project into Uniformance Process Studio and replace the current project.

Create New Project Displays the "Save As" dialog box that allows you to navigate to a local or network location and create a new project (<projectname>.dpr).

7 Creating and Managing Workspaces 7.4 Rearranging the workspace tree structure


7.4 Rearranging the workspace tree structure

You can do the following to change the workspace tree structure:

To move items (drag/drop)

Drag/drop folders and subfolders to a new location.

Drag/drop content items from one folder to another.

To copy items (copy/paste)

Right-click Copy and Right-click Paste content items or folders to a new location

To select multiple items

To select consecutive items, click the first item, press and hold down Shift, and then

click the last item.

To select nonconsecutive items, press and hold down Ctrl, and then click each item.

Guidelines for rearranging

A horizontal line indicates the location of the 'drag target' (see the following figure).

To create a parent/child relationship, drag/drop or copy/paste a folder into a folder.

You cannot rearrange individual content items within a folder.

The following figure shows the folder named "New Folder 3" dragged/dropped to its new

location as a child in the parent folder named "New Folder 1".

Figure 14 – Folder Drag/Drop Example

Drag/Drop: Result:

7 Creating and Managing Workspaces 7.5 Displaying workspace content


7.5 Displaying workspace content

To display workspace content, the user double-clicks the content item to display it in a

window, or drag/drops the item to a location that supports it.

To reuse content that has been saved to a workspace, do any of the following:

Double-click the item to open a new window,

Drag/drop the item to a supported location, or

Right-click>Copy/Paste the item from the workspace to a supported location.

7.6 Sharing a workspace with another user

In brief, the steps to share workspace content with another user are:

Create a workspace and save your content (such as a Trend) to the workspace.

Send the <workspacename>.xml file to the other user - through email or a shared

network location.

The other user imports the <workspacename>.xml file into their Uniformance

Process Studio.

Note: You can share multiple workspaces through a single file by adding multiple

workspaces to a Project – then email the project (.dpr) file or place it on a shared

resource. The other user opens their Uniformance Process Studio and loads the project.

To make a workspace available to another user

Step Action

1 Right-click on the workspace that contains the item to be shared.

2 Select Send Workspace To.

3 Select either Mail Recipient or My Computer: Mail Recipient - to email a copy of the <workspacename>.xml file. My Computer - to navigate to a location on the local drive or a network share

where you want to save the <workspacename>.xml file

7 Creating and Managing Workspaces 7.6 Sharing a workspace with another user


Step Action

4 If you selected Mail Recipient, enter the necessary email address and click Send:

If you selected My Computer, navigate to the location where you want to save the workspace file and click Save.

7 Creating and Managing Workspaces 7.6 Sharing a workspace with another user


To import a workspace to a user's machine

ATTENTION

Importing a workspace retains the name of the currently open workspace, but replaces its content and tree structure with that of the imported workspace.

For this reason, you may want to create a new empty workspace and give it an appropriate name in preparation for the imported workspace.

Step Action

1 If the .xml file was received as an email attachment, then save the attachment to the local drive or a network share.

2 At the recipient's machine, create a new workspace, if necessary.

3 Right-click on the top blue bar of the currently open workspace and select Import Workspace.

4 Navigate to the <workspacename>.xml file that is to be imported, select the file, and click Open.

Result: The content of the current workspace is replaced with the content from the imported file.


8. Managing Windows in Uniformance Process Studio

8.1 Maximizing the viewing area

You can use the following techniques to maximize screen real-estate in Uniformance

Process Studio:

Minimize the ribbon

Hide windows

To minimize the ribbon

Right-click the ribbon and select Minimize the ribbon.

Or

Double-click any ribbon tab.

Result: The ribbon minimizes to show only its tabs.

To view a minimized menu, click on its tab.

To hide windows

The Navigation and Browser windows can be set to Hide or AutoHide mode.

Right-click>Hide - The window remains completely hidden until you select the

application on the Home menu.

Right-click>AutoHide - The window slides off the main window, but shows its title in

an area along the outside of the main window. The window remains hidden until you

move the mouse over the title.

You can click the push pin icon to toggle Auto-hide mode:

Click icon to "unpin" the window and allow it to auto-hide.

Click icon to "pin" the window and turn off AutoHide.

8 Managing Windows in Uniformance Process Studio 8.2 Creating and modifying tab groups


8.2 Creating and modifying tab groups

By default, content windows are stacked into a single tab group. You can create

additional tab groups in various arrangements, as illustrated in the following figure.

Figure 15 – Tab Group Examples

Single tab group

Horizontal tab groups

Vertical tab groups



To rearrange tabs within a tab group

Drag the tab left or right:

To create a new tab group

Right-click the tab that you want to place into a new tab group, and then choose either

New Horizontal Tab Group or New Vertical Tab Group.

To move a tab to a different tab group

Right-click the tab and select Move to Next Tab Group or Move to Previous Tab

Group.



To create a new tab group through drag/drop

Drag a tab until you see a grey box that indicates the arrangement you want:

8 Managing Windows in Uniformance Process Studio 8.3 Repositioning the Browser and Navigation windows


8.3 Repositioning the Browser and Navigation windows

You can reposition the Browser and Navigation windows in Uniformance Process Studio

using arrow guides that appear when you drag the window (as shown in Figure 16).

The window freely flows horizontally or vertically as you drag it, and then repositions

and resizes when you drop it. A gray box indicates the new position and size (as shown

in Figure 16).

Figure 16 – Repositioning the Browser and Navigation Windows

8 Managing Windows in Uniformance Process Studio 8.3 Repositioning the Browser and Navigation windows



9. Providing the Configuration for Uniformance Process Studio

9.1 Overview of configuration

With access to the Options command (shown in Figure 17), users can customize the

following configuration of Uniformance Process Studio:

Application Defaults

Periods

Relative Times

Standard Times

Data Sources

Figure 17 – Accessing the Configuration

9 Providing the Configuration for Uniformance Process Studio 9.2 Configuring data sources


The configuration is saved to an .xml file.

CAUTION

Do not directly edit the configuration file or it may become unusable.

Always use the Options command to edit configuration.

Note: Table 8shows the default configuration supplied by Honeywell.

9.2 Configuring data sources

The initial installation of Uniformance Process Studio provides a default data source. To

change data source configuration, perform the following steps.

Step Action

1 In Uniformance Process Studio, click the button in the upper left corner, and then click Options.

2 In the resulting Options dialog box, expand Desktop Configuration, and then expand Data Sources.

3 Do one of the following:

Right-click Data Sources and then choose New Data Source

Click on an existing data source and then right-click Copy/Paste it to Data Sources.

Click on DefaultPHD to modify the default data source.

Result: The data source property page is displayed.

4 Enter the configuration. Refer to the following table for definitions.



Table 8 – Definition of Data Source Configuration Fields

Field Definition Default

General

Name This is the unique name used to identify the data source. Where data sources are shown in the applications, this is the setting that is shown.

DefaultPHD or PHDDataSource

Description This setting is used to provide additional information for the user to identify the data source. It is used in various tool tips and information boxes.

<blank>

Type Specifies the type of data source that is being configured. This value affects what method is used to retrieve data and what other settings are prompted for on this form:

PHD – PHD Server

OPC – OPC HDA Server (future)

PHD

Server name This is the name of the server used by applications to connect and retrieve data from a server. Either a server name or an IP address can be put into this box.

For a data source of type PHD, the value PHD_HOST can be used to indicate that the PHD_HOST environment variable should be used. In this case, if the PHD_HOST system environment variable does not already exist, you must create it and set its value to be the host name of the server.

PHD_HOST

PHD Specific

Port Specifies the port number used by applications to connect and retrieve data from the configured data source. Numbers in the range 1 to 65535 are valid for this field. If you clear the text in this box, the default setting is used.

The effective default depends on the selected PHD API Type:

Port 3100 if PHD API Type is Api200

Port 3150 if PHD API Type is RemoteApi200

(Default)




PHD API Type

Specifies the PHD API to use when connecting to this data source:

Api200 – This type of API uses the local Windows

logon account to connect to the named PHD Server, which must be running release R200 or greater.

RemoteApi200 – This type of API allows the user

to enter a Windows domain account (domain\username and password) to connect to the named PHD Server (for example, because the local logon account is in a different and untrusted domain or behind a firewall).

Api200

Prompt for PHD username / password

Used if the named PHD Server has tag security implemented; and therefore will require the user to provide a PHD username and password for permission to access data.

False – The user will not be prompted to

authenticate against the PHD system. PHD access will be determined by the local Windows logon account.

True – When an application first attempts to

connect to this data source, the user will be prompted to enter a user name and password to authenticate against the PHD system.

False

Prompt for Windows username / password

Applies only to the PHD API type of RemoteApi200.

Specifies whether the Process Studio user will be prompted to provide a Windows username and password to connect to this data source.

False – When an application first attempts to

connect to this data source, the user will not be prompted to enter a Windows username and password.

True – When an application first attempts to

connect to this data source, the user will be prompted to enter the user name and password of a valid Windows account recognized by the PHD Server.

False




Browse server Not implemented. Should remain blank. <blank>

Browse server Port

Not implemented.

Note: If the value of a data source field is displayed in bold, it means that the value has been

changed from the default setting.

Step Action

5 (Optional) To test the connection to the data source, click Test Data Source.

Depending on the configuration, you may be prompted to enter user credentials. If prompted, enter the user credentials.

6 A message indicates whether or not the connection was successful.

If the connection was not successful, do the following:

Verify that you selected the correct Data Source.

Click Test Data Source to attempt another connection.

If you are prompted for user credentials, ensure that you enter valid user names and passwords.

If the connection is still not successful, refer to the log file at: C:\Documents and Settings\ <logon username>\ Application Data\ Honeywell\ Common Desktop Framework\ CDF.log

7 After a successful connection test, click OK to close the Options window.

8 In the tag/item Browser window, the Data Source drop down list displays the

data sources.

TIP: The Test Connection does not cache any required user credentials, so

the user must reenter them upon initial use of the tag/item Browser.

Guidelines for configuring access to PHD through the remote API

If you configure a data source of type RemoteAPI200 and set the PHD user

name/password to False and the Windows user name/password to False, then you must

enable anonymous access (blank logons) through a registry setting on the PHD Server.

The Browser in Uniformance Process Studio uses PHD security credentials to access

tags/items from a PHD Server - unlike Tag Explorer in the legacy Uniformance Desktop,

which used Oracle security through an Oracle ODBC connection.

9 Providing the Configuration for Uniformance Process Studio 9.3 Creating a custom time period


With anonymous access enabled, the 'Uniformance Remote API Server uses its service

credentials to connect to the PHD Server. If you do not enable anonymous access, the

'Test Data Source' command succeeds and the Browser successfully displays tags/items

for the data source, but when you attempt to add a tag/item for the data source to a

content window (such as a Trend), it displays an "Access Denied" security error.

Registry setting on PHD Server to allow blank logons:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\

RAPIServer\Parameters\ "PreventBlankLogons"=dword:00000000

Note: After you add the registry key on the PHD Server, you must restart the

'Uniformance Remote API Server' Windows service to have the change take effect.

REFERENCE

For more information, refer to the PHD System Manual (pim0301), section

"Some Registry Keys That May Be added By the System Administrator".

9.3 Creating a custom time period

To create a custom time period

Step Action

1 In Uniformance Process Studio, click the button in the upper left corner, and then click Options.

2 In the resulting Options dialog box, expand Desktop Configuration, and then expand Periods.

3 Right-click Custom and then select New Period.

4 Enter the properties for the new period and then click OK.

REFERENCE: For definitions of the time-related properties, refer to section

6.3, "Viewing/adjusting the time control properties" in this guide.

9 Providing the Configuration for Uniformance Process Studio 9.4 Changing the application defaults


9.4 Changing the application defaults

To access the application defaults

Step Action

1 In Uniformance Process Studio, click the button in the upper left corner of the main window, and then click Options.

2 In the resulting Options dialog box, expand Desktop Configuration, and then expand Application Defaults.

You may change the application defaults to suite your personal preference.

Figure 18 – Application Defaults

9 Providing the Configuration for Uniformance Process Studio 9.4 Changing the application defaults


Enable performance optimization

Under the Performance section of the Application Defaults is the "Enable performance

optimization" property.

When set to True, the "Enable performance optimization" property causes the Trend to

improve performance by reducing the amount of data displayed and or retrieved, as

follows:

Aggregate data uses an adjusted sample frequency to request and return the

configured maximum number of data points for a trace.

RAW data uses a down-sampling mechanism to reduce the number of data points

displayed for a trace. The down-sampling mechanism returns first, last, maximum,

minimum, and first null point within each sample.

The "Enable performance optimization" property is enabled (True) by default, and it only

applies to the Trend - it does not apply to MultiTrend and Table.

To create custom colors

Step Action

1 In the Application Defaults, select the item for which you want to create a custom color:

Border color,

Minimum confidence color, or

Trace colors

9 Providing the Configuration for Uniformance Process Studio 9.5 To change the printer


Step Action

2 Click the drop-down arrow and select the Custom tab (see following figure).

Right-click on the one of the bottom 16 custom colors on the color selector.

3 Microsoft's color picker displays. Pick a color and click Add Color.

Result: The new custom color is selected.

5 Click OK to accept the configuration.

9 Providing the Configuration for Uniformance Process Studio 9.5 To change the printer


9.5 To change the printer

Perform the following steps if you want to print to a printer other than your machine's

default printer.

Step Action

1 Click the down arrow beside the Print button on the ribbon of the window you

want to print.

2 From the dropdown menu, select Preview.

3 In the resulting Print Preview window, click File>Page Setup.

4 In the resulting Page Setup dialog box, click Printer.

5 Select the printer that you want and click OK.


10. Troubleshooting and Servicing Uniformance Process Studio

10.1 Viewing logs

Step Action

1 In the main window of Uniformance Process Studio, click the Desktop button, as shown in the following screen.

2 In the resulting dialog box, click Options, as shown in the following screen.

3 In the resulting Options dialog box, select Logs.

4 At the bottom of the Options dialog box, click View Log.

Result: The log displays in the Log Viewer window.

5 Click OK to close the Options dialog box.

10 Troubleshooting and Servicing Uniformance Process Studio

To re-initialize, remove, or edit invalid tags/items


10.2 To re-initialize, remove, or edit invalid tags/items

When tags/items have issues on load, invalid tag, or invalid data source, you get an error

message and the tag/item is not added to the window or the Trend properties table –

however, the window retains invalid tags/items in its context.

To remove the errors, do the following:

Perform the re-initialize command to attempt to connect and remove errors:

Right-click on the window and select Items>Re-Initialize Items.

Manually remove or correct invalid tags/items:

Right-click on the window and select Items>Edit or Remove

To correct a tag/item, select Edit and then select the tag/item to edit.

To delete a tag/item, select Remove, and then select the tag/item to remove.


Glossary

Collector

A software interface (and hardware, if needed) that performs data collection from a

source system such as a DCS.

Common Times

Common Times is a status in Uniformance Process Studio that allows the user to toggle

between a common (master) time control and Local time controls. Common Times mode

locks and synchronizes the windows together. A single Time Control user interface is

used to set time-related properties. When not in Common Times mode, the user can

independently control time-related properties for data requested in each content window.

Context

Each item that you store in a workspace has properties that are referred to as its

"context".

Data Source

A historian (such as PHD) that collects and stores process data and supports data retrieval

by clients like Uniformance Process Studio.

Link

A collector to a Honeywell Experion source system.

Mimic

A display that depicts a physical representation of a system and presents information at

the level of physical function of a system. Mimic displays use pictorial realism to show

important components or systems to help users detect and diagnose faults. Mimics may

consist of line graphics and schematic symbols to represent process elements, or may

consist of digital photographs of the process equipment overlaid with animated symbols.

Glossary


Parent

A PHD tag from which other PHD tags may inherit configuration.

Period

'Period' is the portion of time for which the user requests display of data. Also referred to

as time span and time range

PHD API

Application Program Interface for PHD.

RDI

Real-time Data Interface. A type of collector for the PHD system used to collect data

from a source system for storage in the PHD database. PHD includes several types of

RDIs, and others are available from Honeywell for many types of DCS, PLC, SCADA,

and other real-time sources of data.

Remote API

Remote Application Program Interface for PHD. Supports access to a PHD Server

through a firewall or in a domain that does not have a trust relationship with the domain

where the client is located.

Ribbon

Uniformance Process Studio uses the ribbon instead of toolbars – this is similar to

Microsoft Office 2007. The ribbon helps you quickly find the commands that you need

to complete a task. Commands are organized in logical groups which are collected

together under tabs. Each tab relates to a type of activity, such Trend and Table. To

reduce clutter, some tabs are shown only when needed. For example, the Trend tab is

shown only when a trend window is open.

Tag/Item

A data item - a distinct value maintained in the PHD database. A PHD interface collects

most tag values from a source system. A data item may be a calculated value or a

manually entered value. Tag Name and Item Name are used interchangeably.


Index

* 17

? 17

<reduction> .............................................. 44

Aggregate ................................................. 34

All Items ................................................... 16

Annotations ............................................... 41

Application Defaults

Change Printer .................................... 106

Create ............................................ 17, 103

Create Custom Colors ......................... 104

Average..................................................... 44

Browser..................................................... 14

Changing Trends....................................... 43

Charts

Save MultiTrend ................................... 49

Collectors .................................................. 16

Colors

Custom ................................................ 104

Common Times .................................. 22, 72

Configuration ............................................ 97

Configuring Data Sources......................... 98

Create MultiTrend .................................... 48

Create Tab Groups .............................. 65, 92

Current Time ............................................ 19

Custom Time Period ............................... 102

Customize a Tag/Item ............................... 33

Data Source ............................................... 34

Connect to a .......................................... 14

Data Source Fields

API200 ................................................ 100

Browse Server ..................................... 101

Browse Server Port ............................. 101

Description ............................................ 99

Name ..................................................... 99

PHD API Type .................................... 100

PHD Password .................................... 100

PHD Username ................................... 100

Port ........................................................ 99

RemoteAPI200 .................................... 100

Server Names ........................................ 99

Type ...................................................... 99

Windows Password ............................. 100

Windows Username ............................ 100

Delta .......................................................... 44

Display

HMIWeb Graphic ................................. 58

HTML Document .................................. 58

Web Page .............................................. 58

Honeywell International Process Solutions 2500 West Union Hills Drive Phoenix, AZ 85027 USA

Drag/Drop Zones

Graphic ................................................. 65

Enumerated ............................................... 34

Error Message ......................................... 108

Fetch ......................................................... 15

Fields and Buttons

Time Control ......................................... 69

Filter Data

Table ..................................................... 53

First ........................................................... 44

Formats

Histogram ............................................. 28

Multiple Y Axis .................................... 26

Single Y Axis ........................................ 25

Strip Chart ............................................. 25

XY ........................................................ 27

Forward and Backward ............................. 21

Frequency ................................................. 44

Frequency and Method ....................... 44, 82

Graphic

Adding .................................................. 64

Create New ..................................... 61, 63

Drag/Drop Zones .................................. 65

Features ................................................. 57

Importing ............................................... 64

Print ....................................................... 64

Time Control ......................................... 67

Graphic Window ....................................... 57

Hairline...................................................... 36

Hide Windows ........................................... 91

Histogram .................................................. 28

Histogram Angorithm ............................... 29

Histogram Statistics .................................. 30

HMIWeb ................................................... 57

HMIWeb Graphic

Create New ............................................ 61

Display .................................................. 58

Edit ........................................................ 62

HTML Document

Display .................................................. 58

Invalid Tags/Items

Edit ...................................................... 108

Re-initial .............................................. 108

Remove ............................................... 108

Item Details ............................................... 34

Item Name Like......................................... 17

Last ............................................................ 44

Licensed Option ........................................ 62


Logs .................................................. 16, 107

Maximum ................................................. 45

Method ...................................................... 44

<reduction>........................................... 44

Average ................................................. 44

Delta ..................................................... 44

First ....................................................... 44

Last ....................................................... 44

Maximum ............................................. 45

Minimum .............................................. 45

Raw ....................................................... 44

Regression Constant ............................. 45

Regression Deviation ............................ 45

Regression Slope .................................. 45

Snapshot ............................................... 44

Standard Deviation ............................... 45

Minimum .................................................. 45

Minimum Confidence ............................... 34

Modify Tab Groups ............................ 65, 92

Multiple Y Axis ........................................ 26

MultiTrend

Create .................................................... 48

Description ........................................... 47

Hairline Cursors .................................... 49

Save Charts ........................................... 49

View Properties .................................... 49

View Trend Window ............................. 49

New Trends ............................................... 43

Null Value Replacement ........................... 34

Offset ........................................................ 35

Open a Window ........................................ 18

Opening ..................................................... 13

Parent Tags................................................ 16

Parents ....................................................... 16

Performance .............................................. 17

Period ........................................................ 20

PHD Data

Manual Input/Edit ................................. 55

Play ........................................................... 21

Printer

Change ................................................ 106

Properties

View MultiTrend................................... 49

Raw ........................................................... 44

Refresh ...................................................... 20

Regression Constant .................................. 45

Regression Deviation ................................ 45

Regression Slope ....................................... 45

Relative Time Syntax ................................ 76

Remote API ............................................. 101

Resample Interval ..................................... 34

Search ........................................................ 17

Honeywell International Process Solutions 2500 West Union Hills Drive Phoenix, AZ 85027 USA

Single Y Axis ............................................ 25

Snapshot.................................................... 44

Specify Item Details ................................. 33

Aggregate .............................................. 34

Data Source ........................................... 34

Enumerated ........................................... 34

Item Name ............................................ 34

Minimum Confidence ........................... 34

Null Value Replacement ....................... 34

Resample Interval ................................. 34

Units...................................................... 34

Standard Deviation ................................... 45

Statistics .................................................... 39

Strip Chart ................................................. 25

Synchronize .............................................. 22

Tab Groups

Create .............................................. 65, 92

Modify ............................................ 65, 92

Table

Add ....................................................... 52

Create .................................................... 52

Description ............................................ 51

Filter Data ............................................. 53

PHD data ............................................... 55

Save ....................................................... 52

View PHD Tag/Item Configuration ...... 56

Tag/Item Configuration ............................. 56

Time Control ............................................. 19

Fields and Buttons ................................. 69

Properties .............................................. 73

View/Adjusting ....................... 21, 73, 102

Time Control Field/Button

From and To .......................................... 69

Large Step Back Button ........................ 70

Large Step Forward Button ................... 70

Play Button ............................................ 71

Properties Button ................................... 71

Refresh Button ...................................... 71

Slider Control Button ............................ 70

Small Step Back Button ........................ 70

Small Step Forward Button ................... 70

Time Control Field/Button

Period .................................................... 69

Time Control Properties Field

Cancel Button ........................................ 75

Current Time ......................................... 75

Fast Replay ............................................ 75

From/To ................................................ 74


Large Step ............................................. 75

OK Button ............................................ 75

Period .................................................... 74

Refresh Interval .................................... 75

Small Step ............................................. 75

Time Period

Create Custom .................................... 102

Time Ranges ............................................. 35

Trend

Create .................................................... 31

Properties .............................................. 41

Trend Window

View MultiTrend .................................. 49

Trends

New, Viewing, Changing ..................... 43

Troubleshooting

Error Message ..................................... 108

Invalid Tags/Items .............................. 108

View Logs .................................... 16, 107

Uniformance Process Studio..................... 97

Units ......................................................... 34

Usernames .......................................... 14, 15

Viewing Trends ........................................ 43

Web Page

Display .................................................. 58

Wildcard ................................................... 17

Windows

AutoHide ............................................... 91

Hide ....................................................... 91

Workspace

Available to Another User .................... 88

Commands ............................................ 85

Create New ............................................ 84

Create Tree Structure ... 17, 32, 35, 49, 52,

64, 79

Display Content..................................... 88

Import .................................................... 90

Rearranging Tree Structure ....... 79, 86, 87

Save Table ............................................. 52

Sharing ............................................ 85, 88

Tree Structure .... 17, 32, 35, 49, 52, 64, 79

Types ..................................................... 78

Workspace Commands

Add Existing Workspace....................... 85

Add Folder ............................................ 86

Add New Workspace ............................ 85

Clear ...................................................... 86

Create New Project ............................... 86

Import Workspace ................................. 85

Load Project .......................................... 86

Remove Workspace .............................. 85

Rename Workspace ............................... 85

Save ....................................................... 86