WizReport XL Server Guide

Transcription

1 Axeda Supervisor The complete Internet-based solution for control and information WizReport XL Server Guide August 2005

2 Server Guide Version 6.00 The new bridge between your data and your worksheet. Information in this document is subject to change without notice. Axeda or SyTech assume no responsibility for any errors or omissions that may be in this document. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the prior written permission of Axeda or SyTech. WizReport TM XL is a trademark of Axeda Systems Inc. WizReport TM XL is based on XLReporter TM from SyTech, Inc. Copyright SyTech, Inc. All rights reserved. XLReporter and XLR are trademarks of SyTech, Inc. Microsoft is a registered trademark of Microsoft, Inc. Windows, Windows 95/98, Windows XP, Windows 2000, Windows NT, Windows 2003 Server and Excel are trademarks of Microsoft. Axeda Supervisor and Wizcon are trademarks of Axeda Systems, Inc. FIX and ifix are registered trademarks of GE Fanuc Intellution. ihistorian is a trademark of GE Fanuc Intellution. DeltaV is a trademark of Emerson Process Systems. Intouch and InSQL are a trademark of Wonderware Corp. Citect is a trademark of Ci Technologies Ltd. MicroScan Scada is a trademark of Intech Instruments Ltd RSLinx, RSView and RSLogix are trademarks of Rockwell Software Inc. Version 6.00

3 Contents Axeda Supervisor / Wizcon 5 Overview...5 Real-time Data...5 OPC Tag Names...5 OPC Tag Browser...5 Remote Connections...6 Connecting to the Wizcon Historian...7 Configuring a History Group Connection...7 Columns Tab...8 Time Tab...12 Cell-based and Variable Configuration...14 Previewing the History Group...14 Completing the History Group...15 ODBC Historical Data...15 Setup in Wizcon...16 Retrieve Values...16 Start of the Scheduler...17 GE Fanuc Intellution FIX and ifix 19 Overview...19 FIX/iFIX Real Time Data...19 FIX/iFIX History Data...19 ifix Alarm and Event Log Data...19 Setting up FIX/iFIX for Reporting...19 Alarm and Event Access: Alarm Log and Event Log...19 Configuring for FIX/iFIX...20 Real Time Access: Building a Real Time Connection...20 History Access: A Primer on Database Connections...21 History Access: Overview of History Group Connections...21 History Access: Starting the History Group...21 History Access: Configure the Columns Tab...22 History Access: Configure the Time Tab...23 History Access: Variable Configuration...24 History Access: Completing the History Group...24 Starting the Scheduler...25 Command Line Execution in FIX...25 Display Push Button in FIX...25 Command Line Execution in ifix...26 Display Push Button in ifix...26 Program Block...26 Data Access to a Remote ifix...26 GE Fanuc Proficy Historian 29 Overview...29 Retrieving Data from Proficy Historian...29 Setting up Proficy Historian for Reporting...30 Accessing Proficy Historian from a Remote Node...30 Configuring for Proficy Historian...30 History Access: A Primer on Database Connections...30 History Access: Overview of History Group Connections...32 History Access: Configure the History Group Setup Tab...33

4 History Access: Configure the Columns Tab...34 History Access: Configure the Time Tab...37 History Access: Configure the Filter Tab...38 History Access: Configure the Order Tab...42 History Access: Cell-based and Variable Configuration...42 History Access: Querying a List of Tags...43 Rockwell Software RSLinx 47 Overview...47 RSLinx & OPC...47 RSLinx Gateway...47 RSLinx configuration for OPC...48 OPC Tag/Symbol Browsing...49 Creating the Symbol Definition Database...49 OPC Group Diagnostics...50 Selecting a Tag...50 Tag Name Syntax...51 Rockwell Software RSView 53 Overview...53 RSView Real Time Data...53 RSView Logged Data...53 RSView Alarm and Activity Log Data...54 Setting up RSView for Reporting...54 Real Time Access: Enabling the OPC Server in RSView Real Time Write Access: Allowing XLRSetValue access to RSView History Access: Overview...55 History Access: Configuring a Data Log Model...55 History Access: Starting a Data Log Model for Collection...56 Alarm and Activity Access: Alarm Log and Activities Log...56 Configuring for RSView...57 Real Time Access: Building a Real Time Connection...57 History Access: A Primer on Database Connections...58 History Access: Overview of History Group Connections...58 History Access: Configure the History Group Setup Tab...60 History Access: Configure the Columns Tab...63 History Access: Configure the Time Tab...66 History Access: Configure the Filter Tab...67 Configuring the History Group Order Tab...70 History Access: Cell-based and Variable Configuration...70 History Access: Querying a List of Tags...71 History Access: Troubleshooting...74 Emerson Process DeltaV 75 Overview...75 OPC Interface for Real-Time Data (Application Station)...75 Tag Names...75 Remote OPC and OPC HDA Connections...76 Fix Interface for Real-Time Data (Pro-Plus)...77 Tag Names...77 Axeda WizReport XL 6.0 ii/140

5 Connecting to DeltaV s OSI-PI Historian...77 Configuration Settings...77 Configuring a History Group Connection...78 Columns Tab...78 Time Tab...80 History Access: Cell-based and Variable Configuration...81 Connecting to DeltaV s OPC-HDA Historian...81 Configuring a History Group Connection...81 Setup Tab...82 Columns Tab...83 Time Tab...87 History Access: Cell-based and Variable Configuration...88 Previewing the History Group...88 Completing the History Group...89 Connecting to DeltaV s Batch and Journal Database...89 Start of the Scheduler...89 Command Line Execution in DeltaV versions with ifix...90 Display Push Button...90 Command Line Execution in DeltaV versions with FIX...90 Display Push Button...90 Wonderware InTouch 91 Overview...91 InTouch Real Time Data...91 InTouch History Data...91 Setting up InTouch for Reporting...91 Configuration Settings...91 External Programs for Historical Data Access...92 Configuring Reporting for InTouch...93 Real Time Access: Building a Real Time Connection...93 History Access: Overview of History Group Connections...93 History Access: Configure the Columns Tab...95 History Access: Configure the Time Tab...96 History Access: Variable Configuration...97 Command Line Execution...97 Display Push Button...97 Troubleshooting...97 Wonderware Industrial SQL Server 99 Overview...99 Retrieving Data from InSQL...99 Setting up InSQL Connecting to Summary Tables from InSQL Configuring Reporting for InSQL History Access: A Primer on Database Connections History Access: Overview of History Group Connections History Access: Configure the History Group Setup Tab History Access: Configure the Columns Tab History Access: Configure the Time Tab History Access: Configure the Retrieval Tab Axeda WizReport XL 6.0 iii/140

6 History Access: Configure the Filter Tab History Access: Previewing the History Group History Access: Completing the History Group History Access: Cell-based and Variable Configuration History Access: Querying a List of Tags OPC Servers 119 Overview OPC Tag Names OPC Tag Browser Remote Connections Start of the Scheduler OPC-HDA Servers 123 Overview Retrieving Data from an OPC-HDA Server Configuring for an OPC-HDA Server History Access: Overview of History Group Connections History Access: Starting the History Group History Access: Configure the History Group Setup Tab History Access: Configure the Columns Tab History Access: Configure the Time Tab History Access: Cell-based and Variable Configuration History Access: Previewing the History Group History Access: Completing the History Group Remote Connections Ci Technologies Citect 133 Overview Accessing a remote Citect OPC Server Citect Tag Names Citect Tag Browser Start of the Scheduler Command Execution Display Push Button Intech Instruments MicroScan Overview MicroScan Settings MicroScan Tag Names Tag Browser Start of the Scheduler Axeda WizReport XL 6.0 iv/140

7 Axeda Supervisor / Wizcon Overview Axeda Supervisor s Wizcon provides WizReport XL with a number of data sources to report on: Real-time data through OPC Wizcon comes equipped with an OPC server. WizReport XL retrieves real-time data from the Wizcon OPC server. Retrieval from multiple servers concurrently is supported. The tag browser allows you to configure: 1. The node name where the server resides. 2. The OPC server name. 3. The tag name. Historical data through the native History interface WizReport XL is provided with History Group connections to create reports from history data. A History Group interfaces with the native history files of Wizcon. Historical data through the Database interface Wizcon can store history data into a database, using its ODBC output. WizReport XL can retrieve data from this database to produce history reports. Real-time Data OPC Tag Names OPC tag names consist of a node (if the tag is from a remote node), an OPC Server and the tag itself. The format of this OPC tag name is: <<Node>><Server>Tag, where the Node is not required if the server is on the local machine. In the Connection Configurator, the tag name itself appears when you select a tag for the Name field. Hover over that tag name with your mouse and a tool tip appears showing you the full name of the tag, complete in the format shown above, e.g., <<>><Axeda.OPCDA.1>System WIZSYS_DATE. OPC Tag Browser The Tag Browser lets you conveniently select a tag from the server database. The Tag Browser can be used from all places where tag names need to be selected from the database. In the Axeda WizReport XL 6.0 5/140

8 Connection Configurator, next to the tag name field, is a browse button Tag Browser display.. Click this to see the The tag browser defaults to the local node. If you want to browse tags on another node, uncheck the Local box, and type the name of the node, followed by selecting the Connect button. Select the name of the OPC server in the Server box, and the tags of the server will be displayed. Select the tag name of choice, and it will be entered in the configuration. Note that WizReport XL is able to connect to up to 8 different OPC servers simultaneously. You may mix connections to different servers in the same report. Remote Connections Remote Connection to an OPC Server requires DCOM to allow the connection. The following guidelines show you how to open up connections for the Everyone Account on a Windows XP system. After the connections have been established, you may refine the settings to just allow certain accounts to communicate: On the OPC Server station allow DCOM connection in the XP-Service Pack 2 by enabling DCOM in the Windows Firewall Setting in the Control Panel. If a port needs to be added, use port number 135 as default. Run DCOMCNFG on the server. Open up Component Services, Computers and select My Computer. Make sure that DCOM is enabled under My Computer, Properties, tab Default Properties and that the Default Authentication Level is set to Connect. Under tab COM Security, add accounts Everyone, Network, Interactive, System (if not set) to the Launch Permission and Access Permission Defaults. Select OK. Under My Computer, select DCOM Config. In the open folder, select program OPCEnum. Select its properties. On tab General, set the Authentication Level to Default. Select the tab named Security. Under Launch and Activation Permissions, select Default and do the same for the Access Permissions and the Configuration Permissions. Select OK. On tab Identity, select The interactive user. Select OK. In the list of programs, select the name of the OPC Server. Select its Properties. On tab General, set the Authentication Level to Connect. Select tab Security. Under Launch and Activation Permissions, select Default. Do the same for the Access Permissions Axeda WizReport XL 6.0 6/140

9 and the Configuration Permissions. On tab Identity, select The interactive user. Select OK. Close DCOMCNFG. On the client machine, use Windows to map a drive to the server machine. This opens up communication between the client and server machines. You need to reboot your system to make these DCOM settings active. On a Windows 2000 system, DCOMCNFG is slightly different: Run DCOMCNFG on the server. Make sure that DCOM is enabled on tab Default Properties and that the Default Authentication Level is set to Connect. On tab Default Security, add account Everyone to the Launch Permission and Access Permission Defaults (They should have at least: Interactive, Network, System and Everyone). Select OK. Select tab Applications. In the list of programs, select program OPCEnum. Select its Properties. On tab General, set the Authentication Level to Default. Select the tab named Security. Under Launch and Activation Permissions, select Default. Do the same for the Access Permissions and the Configuration Permissions. On tab Identity, select The interactive user. Select OK. In the list of programs, select the name of the OPC Server you wish to connect to. Select its Properties. On tab General, set the Authentication Level to Connect. Select tab Security. Under Launch and Activation Permissions, select Default. Do the same for the Access Permissions and the Configuration Permissions. On tab Identity, select The interactive user. Select OK. Close DCOMCNFG. On the client machine, use Windows to map a drive to the server machine. This opens up communication between the client and server machines. You need to reboot your system to make these DCOM settings active. Connecting to the Wizcon Historian WizReport XL provides you with the History Group connection to create reports from history data. The History Group interfaces with the native history files of Wizcon. The following sections describe how to configure a History Group connection. Configuring a History Group Connection To configure a history group connection, open the Connection Configurator. Under the Source section, change the Type to History Group. For Name, click the browse button to open the History Group Browser. Axeda WizReport XL 6.0 7/140

10 Click New to create a new History Group. The following types of history data from the Wizcon Historian are supported: 1. Raw Values, the time stamped (numeric) values as stored in the historian archive. 2. Sampled Values, values that are interpolated at regular time intervals. 3. Calculated Values, values that are calculated at regular time intervals, such as the minimum, maximum or average over the interval. 4. Raw Text, the time stamped text values as stored in the historian archive. Each type is configured in a separate group. Select the type and press OK to open the History Group Configuration window. This window has two tabs: Columns and Time. Columns Tab The Columns tab is slightly different for each History Group type. Columns Tab for the Raw Values History Group For Raw Values and Text, it appears as follows. Axeda WizReport XL 6.0 8/140

11 Tag Name To configure a tag for the group, select an available row under Tag Name and click on the field to expose a tag browse button. Select this button to open the historical tag browser. All the tags configured for historical collection are available to you. You can use the tag filter to reduce the number of tag names shown, e.g., A* to retrieve all tags starting with A. The Refresh button activates the filter selection. Select the tag(s) of choice multi select is supported - and press OK to bring the selection in the Tag Name column. Instead of a hard tag name, you may also type a variable name in the Tag Name field, such as {RG000}. At the time of report update, the variable is resolved and its content used as tag name. This allows the tag name to be externally set, e.g., in the Interactive Tool. Axeda WizReport XL 6.0 9/140

12 Additionally, the tag name can also be read from a cell reference. You may type a cell reference, e.g., $A$1 if the cell is on the currently updated worksheet, or Report!$A$1 if the cell is on a fixed worksheet named Report. Heading The Heading column is defaulted to the tag name. Please modify this to any heading you like. Just like the tag name field, the Heading field can also be a variable, e.g., {RG000} or a cell, e.g., $A$1. Column Options With the Column Options field, you can select how many columns are generated per configured tag: 1. None. Just the value is placed in a column. 2. Timestamp on first column. The leftmost column of the History Group is reserved for the timestamp. Note that if you have multiple tags returning raw values, this selection may be meaningless as each tag value may have a different timestamp. Only use this setting if you know that the configured tags are collected and stored on the same timestamp or interval. 3. Timestamp on all columns. For each configured tag, 2 data columns are placed in the report, the timestamp and the value. This is the recommended setting for the raw values group. 4. Timestamp, quality on all columns. For each configured tag, 3 data columns are placed in the report, the timestamp, the value and the Quality description. The returned Quality can be one of the following: Bad, the raw sample value has bad quality. Good, the raw sample value has good quality. The Automatically adjust column width field allows you to control the width of the cells in Excel. If set, the columns of the History Group will automatically adjust to the widest value retrieved. The Number of empty rows between records field allows you to leave empty rows, for instance, when set to 1, the results will appear in every other row. (One use for empty rows is readability. Another use is to interleave the results of two History Groups, such that each pair of rows contains the results for one interval.) Columns Tab for the Sampled and Calculated Values History Group The Columns tabs for the Sampled Values and Calculated Values History Groups are very similar: Axeda WizReport XL /140

13 Tag Name To configure a tag for the group, select an available row under Tag Name and click on the field to expose a tag browse button. Select this button to open the historical tag browser. The functionality is identical to the one described in the Tag Name section of the Raw values group. Mode In the Sampled Values History Group, the Calculation Mode for each tag in the group is set to interpolated. In the Calculated Values History Group you may choose the Calculation Mode for each tag. The following Mode types are supported: Interpolated gives you the interpolated value at the start of the interval. The associated timestamp gives the time at the start of the interval. Average gives you the time-weighted average value over all the data in the interval. The associated timestamp gives the time at the start of the interval. Maximum gives you the maximum value of all data over the interval. The associated timestamp gives the time at the start of the interval. Time of maximum gives you the earliest time the maximum occurred in the interval. Minimum gives you the minimum value recorded over the interval. The associated timestamp gives the time at the start of the interval. Time of minimum gives you the earliest time the minimum occurred in the interval. Axeda WizReport XL /140

14 Note that all calculations are performed from the start of the interval, including the Start time up to the end of the interval. The End time is NOT included in the calculations. Column Options With the Column Options field, you can select how many columns are generated per configured tag. The functionality is identical to the one described in the Column Options section of the Raw values group. For calculated values, the returned Quality can be one of the following: Bad, the calculated value is derived from only bad quality samples. The value is shown as???. Suspect, some samples contributing to the result have bad quality. However, at least one or more samples have good quality. Good, the calculated value is derived from samples that all have good quality. NoValue, the value cannot be calculated, because there are no samples in the interval. The value is shown as!!!. Up to 40 columns can be generated in a group. Configure as many as you need for the group. By leaving open rows between tags, you create empty columns to be placed in the report. You could use these empty columns for interleaved Excel calculations or Management functions. Time Tab Under the Time tab, enter the Start Time, End Time and Interval you would like for the History group. Start Time and End Time The Date and Time fields can be set in one of the following ways: Axeda WizReport XL /140

15 1. Now, using the time of report update as the reference. 2. Today, using the today s date and a configured time as the reference. 3. Specific, where you enter a specific date or time in regional format. 4. Cell, where the date, time or span is retrieved from an Excel cell, e.g., $A$1 if the cell is on the currently updated worksheet, or Report!$A$1 if the cell is on a fixed worksheet named Report. However, the cell must be formatted (in Excel) in the regional format e.g., MM/DD/YY or DD.MM.YYYY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be in the regional date format, e.g., MM/DD/YY hh:mm:ss where again all digits are zero padded and INCLUDING the seconds! 5. Variable, where you enter a variable name, e.g., {RG001} that contains the setting. Interval In the Interval settings you configure the length of each interval between the start time and end time. Alternatively, you may specify how many intervals you need. The Time Ordering field lets you select between Ascending and Descending. Bounding Values to Include A bounding value is the closest value recorded outside of the time period. The Bounding Values to Include field allows you to include bounding values in the data retrieval. This field applies to the Raw values group only. The field can be set in the following ways: 1. None, no bounding values are included. 2. Previous, the left bounding value (before the time period) is included. 3. Next, the right bounding value (after the time period) is included. 4. Previous and Next, both bounding values are included. Endpoint Values to Include An end value is the value recorded exactly on the time period limit. The Endpoint Values to Include field allows you to include end values in the data retrieval. This applies to the Raw values group only. Note that, based on the configured method of data collection, the end values are not guaranteed to exist. The end values can only be included and shown if they truly exist. The field can be set in the following ways: Axeda WizReport XL /140

16 1. None, no values on the limits are included. 2. Start Time, the value exactly on the start time is included. 3. End Time, the value exactly on the end time is included. 4. Start and End Time, both start and end time values are included. Cell-based and Variable Configuration The History Group supports cell references and variables in the following fields: Tag Names in the Columns tab. Headings in the Columns tab. Start Date in the Time tab. Start Time in the Time tab. End Date in the Time tab. End Time in the Time tab. A cell reference can appear as $A$1, applying to cell A1 in the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. In addition, the Iterator may be used for any cell reference. For more information on the Iterator, please see Accessing a History Server in the User Reference document. If you are using Excel cell values for the Start Date or the End Date please note that they should be in the regional format e.g., MM/DD/YY or DD.MM.YYYY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be in the regional date format, e.g., MM/DD/YY hh:mm:ss where again all digits are zero padded. A variable should appear {RGXXX}, where XXX is the number of the register you would like to use. RG000-RG099 is available. For Start Date, Start Time, End Date and End Time, select Variable and specify the variables you would like to use. Previewing the History Group You may test your settings by pressing the Preview button, which opens a window with the data retrieved based on your current settings. Axeda WizReport XL /140

17 Completing the History Group Once you have configured all the settings and have named the history group, click OK to save it. The newly configured history group appears in the list of history groups. Click OK again to return to the Connection Configurator. The history group appears as the Source Name. ODBC Historical Data As alternative to the native format, Wizcon Historical data can be stored via ODBC to a relational database. When data is stored in a relational database, you can use the power of WizReport XL s database interface to query the database. The elaborate filtering capabilities of the Query Builder allow you to create reports that would not be possible using a regular History Group. While he History Group is easy to set up and is sufficient for most reports, the database interface is suited for more complex reports that require a relational aspect to retrieve the data. The Query Builder also lets you include sub calculations with the retrieved samples. Another advantage of using a relational database as data source is that you now can use the Layout Expert to design your report. The Layout Expert provides great flexibility in the design of the report. The following describes how to set up Wizcon for historical collection, what type of data is available and how you can incorporate this data into your reports. Axeda WizReport XL /140

18 Setup in Wizcon To set up Historical data logging in Wizon, you should first open the Application Studio. In the Application Studio, access the Station Properties. In the Station Properties window, select ODBC Connections. Make sure you check Enable. You then need to specify the Data Source Name (DSN) to connect to the database you wish to have Wizcon log to. If you do not have a DSN set up, you can create a new one. You should then specify the Tag table name and History Table names to create and use in the database. Historical data should now log in the database you specified. The History database contains 2 tables, a table with Historical data and a table of tag names. If you enabled it in the setup, the Historical data table will also contain the tag names in each record. Retrieve Values You can retrieve these historical values as part of your report. By using the Query Builder, you create Database connections that retrieve the data required for the report. In the Reference Guide, refer to Chapter Accessing a Relational Database, for detailed information on the use of the Database connection. The advantage to configuring database queries is that you can take advantage of the Layout tools provided. These allow you to create a very complex report is a very simple manner. Connecting to the Database To connect to the Wizcon historical database open the Query Builder. On the Setup Tab, click the New Connect button. In the Data Link Properties window, under Provider select Microsoft OLE DB Provider for ODBC Drivers. Click Next. Under the Connection tab, select Use data source name and choose the same DSN you used to set up historical logging in Wizcon. Specify the User Name and Password if required. Test the connection. Click OK. Axeda WizReport XL /140

19 The available tables in the Wizcon database should now appear. You can now select the table of interest and build any query that suits your needs. Start of the Scheduler The Report Scheduler (program XLRSchedule.exe) can be included in the start up folder of All users to be started automatically. Alternatively, the scheduler can start automatically as a service. In the Schedule Designer select Scheduler, Options on the menu bar. Check the Install as Service box and specify the Account Name and Password for the account the Scheduler should run under. Use the same account in which you developed and tested. The start up of the scheduler should be delayed to allow a large database to fully initialize. In the Schedule Designer program you can enable the start up delay under OPTIONS on the menu bar. Axeda WizReport XL /140

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21 GE Fanuc Intellution FIX and ifix Overview FIX/iFIX provides a number of process data sources to report on. The real time process data, the historically collected data, the alarm logs and the event logs all provide data that is available for reports. This chapter describes the techniques and methods that are provided to you, in order to configure your reports with a FIX/iFIX system. FIX/iFIX Real Time Data GE Fanuc Intellution FIX/iFIX makes real time data available through a built-in direct real time interface. Connection to this server is done using this direct interface. Configure real time connections inside your report template to retrieve real time data values from FIX/iFIX. FIX/iFIX History Data FIX/iFIX provides a classic historian to log historically collected data. The historical data logged by FIX/iFIX can be retrieved via its History Group connections. The History Group connection allows you to quickly configure a group of tags together with their attributes. In addition, configure the time period over which you would like to see the historical values. When executed, the history group returns a table of values over the configured time span, originating from the start cell of the connection in the report worksheet. Types of data retrieved include: Logged samples and strings. Calculated Values, such as Average, Min, Max, etc. over time intervals. ifix Alarm and Event Log Data ifix can store its alarm and event data either in a relational (ODBC complaint) database or in the Proficy Historian. Using either method, data can easily be retrieved via its database connections. Setting up FIX/iFIX for Reporting Alarm and Event Access: Alarm Log and Event Log Alarm data logging is configured in the System Configuration Utility (SCU) in ifix. Under Configuration, select Alarms. This opens the Alarm Configuration dialog. Axeda WizReport XL /140

22 Select the Alarm ODBC Service. Change the Status to Enabled and click Modify. This opens the Alarm ODBC Service Configuration dialog. Click Configure. This opens the ifix ODBC Alarm Service Configuration window. SQL Login Information Set your Database Type to an ODBC data source on or connected to your system. If your selected data source requires it, enter the User Name and Password the source required. For Database Identifier, select the Database Source Name you configured for data collection. (Please note that if you have not done so, you must first set up a DSN for ifix Alarm data collection before you configure this in the SCU.) Column Configuration Under Column Configuration, select all the columns you wish to collect in the database. If you wish to report on your alarms based on time, be sure you select Native Date/Time Last as a column and not Date Last and Time Last. Native Date/Time Last is stored as a Date and Time data type while Date Last and Time Last are both stored as text data types, making them difficult to filter in a SQL statement. Database Configuration In Table Name, enter a name for your table. This table now appears in the database source you selected. Click Create Table Now to create this table in your database. All of the columns you selected under Column Configuration are created in this table. Configuring for FIX/iFIX Real Time Access: Building a Real Time Connection Real Time connections to the FIX/iFIX database are configured in the Connection Configurator. Select Real Time as the Source Type. Specify the tag name or click the browse button for Name. The tag browser shows all available tags in FIX/iFIX. Note that FIX/iFIX must be running to allow tag browsing. Select your tag and complete the configuration of this connection. Axeda WizReport XL /140

23 History Access: A Primer on Database Connections The database connection allows you access to relational (ODBC) databases as well as OLE-DB Providers such as Proficy Historian. The Alarms and Events log of ifix can be collected in either a relational database or in the Proficy Historian. Alarm and Event data can be queried and filtered in many ways, as they contain many more fields to filter on. In the Reference Guide, refer to the Accessing a Relational Database chapter, for detailed information on the use of the Database connection. For information on connecting to the Proficy Historian, see the Proficy Historian chapter of this manual. History Access: Overview of History Group Connections A history group specifies an area in your report where historical data from multiple tags over a configured time span is retrieved and presented. When executed, the history group provides a two dimensional matrix of tag values across and interval times down. The tag values can be historical aggregates (e.g., average, minimum, maximum, etc.) from one or more tags. The start time, span and intervals within that span are fully configurable. The common features of the History Group are described in the User Reference document. This section describes the features specific to the FIX/iFIX History Group. History Access: Starting the History Group To configure a history group connection, open the Connection Configurator in Excel. Set the Type under the Source section as History Group. Click the browse button for the Name to open the History Group Browser. Axeda WizReport XL /140

24 Either choose an existing group or click New to create a new one. This opens the History Group Configuration. History Access: Configure the Columns Tab Tag Name Selecting a field under the Tag Name column brings up the historical tag browser in which you select your tag. Axeda WizReport XL /140

25 Choose an appropriate tag and click OK. The select tag name is entered in the Tag Name field, and default values for the other fields on this row are provided. Mode The Mode setting defines the type of data that you want to retrieve from the logged data. All data types are calculated over a time interval or series of time intervals. The following Modes are supported: Sample gives you the value at the start of the time period. Average gives you the average value over all the data in the time period. Maximum gives you the maximum value of all data over the Interval. Minimum gives you the minimum value recorded over the Interval. Manual data gives you any manually stored values entered over the Interval. Accumulate gives you the accumulated total of the Interval samples. Difference gives you the calculated difference between the end value and the start value of the Interval. Accumulate Difference gives you the accumulated total of the difference calculated over the Interval, i.e., the difference between the start of the span and the end of each interval. Columns The following column settings are available: value returns the value of the calculation for the tag. date + value returns both the date stamp and the value of the calculation for the tag. This returns 2 separate columns with the date stamp as the left column and the value as the right column. value + quality returns both the value and the quality of the calculation for the tag. This returns 2 separate columns with the value as the left column and the quality as the right column. date + value + quality returns the date stamp, value and quality of the calculation for the tag. This returns 3 separate columns with the date stamp as the left column, the value as the middle column and the quality as the right column. Connection Check Default to retrieve data from the history files that are stored in the default history path in your SCU file. If you want to retrieve from another location, uncheck the box and specify a path. The path you specify stops before the (historical) node name directory, e.g., if the files for node SCADA1 are stored in C:\Dynamics\HTRDATA\SCADA1, you would specify: C:\Dynamics\HTRDATA as the path. Auto Placement The Apply Auto Placement checkbox allows you to automatically adjust the accumulate, difference and/or accumulated difference values returned by the group so that they match the time frames consistent with the other calculations in the group. History Access: Configure the Time Tab Under the Time tab, enter the Start Time, Span and Interval settings, which define how the historical data retrieval will be performed. Refer to specific details in the User Reference document, in Chapter: Accessing History Data. Axeda WizReport XL /140

26 If you wish to make the Start Date, Start Time, and/or Span variable, in the drop-down list, for either, select Variable. By default it uses the DateTime variable {DT000}. You can use any DateTime variable available (DT000-DT019). The values for this variable can now be set from outside the history group, including from a Interactive form or the scheduler. Note that the maximum number of intervals supported is History Access: Variable Configuration You may use the Date/Time functions provided as variables. For Start Time and Span, select Variable to specify a variable. For Start Date specify {DTXXX:Date}, for Start Time specify {DTXXX:Time} and for Span specify {DTXXX:Span} where XXX is a valid Date/Time function. DT000-DT019 are provided. History Access: Completing the History Group Once you have configured all the settings and have named the history group, click OK to save it. The newly configured history group appears in the list selected. Click OK again to return to the Connection Configurator. The history group appears as the Source Name. Axeda WizReport XL /140

27 Starting the Scheduler The Report Scheduler can be included in the start up configuration to automatically start up when FIX or ifix starts. Since the Scheduler is now under the control of FIX/iFIX, it automatically stops when the FIX or ifix is stopped. Start the System Configuration Utility and select CONFIGURE / TASKS. Add the program XLRschedule.exe to the bottom. The start up of the scheduler can be delayed to allow a large database in the FIX or ifix to fully initialize. In the Scheduler Design program you can enable the start up delay under OPTIONS on the menu bar. Command Line Execution in FIX A Runtask Command can trigger reports that are not executed on a periodic basis, but on an event basis. The Runtask Command may be generated by a FIX Program Block in the database, or from a display action on a user display. The Runtask Command in the FIX script is issued as follows: RUNTASK XLRrequest Command Param1 Param2 Where: XLRrequest is the name of the execution program. Command is one of supported commands, e.g., UpdateSheet or PrintBook. Param1 is the first parameter the command requires. Param2 is the second parameter the command requires, if any. Note that the double quotes need only be specified if the Runtask command is issued from a display script; the program block requires no double quotes! Display Push Button in FIX The Push Button object in the user display can be configured to run a command script if the push button is pressed. The command script in the FIX supports the Runtask Command (the parameters are described above). An example of a Runtask Command in the pushbutton script follows: RUNTASK XLRrequest UpdateSheet Water.Thaw Where a press of the push button causes an UpdateSheet command to be executed. Note the double quotes around the program arguments, which are required in the script language. Axeda WizReport XL /140

28 Command Line Execution in ifix Unlike FIX, ifix uses Visual Basic to trigger external commands. The easiest way to issue commands from this environment is to use the XLRrequest program. VB allows you to call an external application from the Call Shell function. Display Push Button in ifix In ifix the VB script would contain the following line: Call Shell( XLRrequest UpdateSheet 'Water.Condense', vbminimizednofocus) In the above example, the command is embedded in the Call Shell function. You can substitute with any other command. Program Block The Program Block lends itself to easily program one or more events. If an event occurs, a report is triggered. The Program Block supports the Runtask Command. Following is an example of a Program Block that triggers an update of the Boil report if the value of block TEMP exceeds 212 DegF or triggers an update of the Freeze report if TEMP's value goes below 32 DegF. 00 IF PREVTEMP < 32 GOTO 4 01 IF TEMP > 32 GOTO 4 02 RUNTASK XLRrequest UpdateSheet 'Water.Freeze 03 GOTO 7 04 IF PREVTEMP > 212 GOTO 7 05 IF TEMP < 212 GOTO 7 06 RUNTASK XLRrequest UpdateSheet 'Water.Boil 07 SETOUT PREVTEMP TEMP 08 GOTO 0 Note: There are no double quotes around the parameters of the Runtask command. Data Access to a Remote ifix Remote access to all data elements of ifix is supported. 1. Real Time data from the ifix database. With version 3.5 and higher of ifix you may use an OPC connection to retrieve remote data from the ifix database. Install for OPC. When configuring your report, specify the Node and click Connect. Select Intellution.OPCiFIX.1 as the Server. You should now be able to browse all the tags available from that node. Axeda WizReport XL /140

29 An ifix installation is not required on the local (reporting) station. Data from the Classic Historian. ifix classic historian data can be retrieved from a remote station. A local installation of ifix is required, however the ifix system does not need to be licensed. In the History Group configuration, specify the Connection path, e.g., \\Scada1\c\dynamics\htrdata, to point to the location of the data. If the local ifix is not licensed, tag browsing is disabled, but you may manually enter the tag names for all the tags required. It is recommended that if you are accessing remote historical data that you use Windows to map to the directory where that historical data is logged on the remote machine. Axeda WizReport XL /140

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31 GE Fanuc Proficy Historian Overview Proficy Historian (formerly ihistorian) provides a historical data source to report on. The chapter describes the techniques and methods available to you, in order to configure reports with a Proficy Historian server. You can access data from multiple Proficy Historian servers with a single license. Retrieving Data from Proficy Historian There are 2 options provided for retrieving data from Proficy Historian. This is done via a History Group connection or through a database query. A description of each is as follows. History Group Connection The History Group connection allows you to quickly configure a group of tags together with their attributes. In addition, configure the time period over which you would like to see the historical values. When executed, the history group returns a table of values over the configured time span, originating from the start cell of the connection in the report worksheet. Types of data retrieved include: Live values. Raw values. Interpolated samples (using Lab Sample interpolation). Calculated values, such as Average, Min, Max, etc. over time intervals. Typically, the History Group easily accommodates the majority of historical reporting requirements. Database Query The Database connection allows you to fully specify each aspect of a query for the database, thus providing you with the utmost flexibility. The built-in query builder makes it easy for you to create the right query, giving you the data view you want. Typically, you would use a database connection for queries that require specific filtering, queries that are too customized for the History Group or queries that include data from an outside database. Another advantage to using a Database query is that you can utilize the Layout features, allowing you full control over every aspect of your report from formatting to data placement to Excel charting and formulas. Axeda WizReport XL /140

32 Setting up Proficy Historian for Reporting Accessing Proficy Historian from a Remote Node In order to access Proficy Historian from a Remote node, you must install the following from GE Intellution: Proficy Historian Client Tools: These tools are available from the Proficy Historian installation CD. When you run the installation CD, check the Client Tools option. This is the only option you need to install in order to access Proficy Historian. Proficy Historian OLE DB Provider: This is provided on CD (from GE/Intellution) to provide access to the Proficy Historian data through its OLE DB interface. Configuring for Proficy Historian History Access: A Primer on Database Connections The database connection allows you access to OLE DB databases such as Proficy Historian. The Proficy Historian server provides many tables from which you can query data for your reports. Typically, you can retrieve all data for your report via the History Group, it accesses the proper table of Proficy Historian for the type of group selected and requires you to configure no SQL. If you wish to configure a query directly to the Proficy Historian server, most likely you will query the ihrawdata table. This table contains the date and time stamps, tag names and values of the stored data. For more information on the tables available in the Proficy Historian server, please see the Proficy Historian OLE DB Provider documentation. Considerations for Configuring a Database Query You can query aggregate values out of the ihrawvalues table of Proficy Historian. When doing so, you must set a number of filters including SamplingMode, CalculationMode, and NumberOfSamples or IntervalMilliseconds. A typical query to Proficy Historian is: SELECT ihrawdata.timestamp, ihrawdata.tagname, ihrawdata.value FROM ihrawdata WHERE ihrawdata.calculationmode = 'average' AND ihrawdata.samplingmode = 'Calculated' AND ihrawdata.intervalmilliseconds = 1h AND ihrawdata.tagname = 'SAMPLE.IFIX1_BATCH_REACTORLEVEL.F_CV' AND ihrawdata.timestamp >= '2/11/04 00:00:00' AND ihrawdata.timestamp < '2/12/04 00:00:00' ORDER BY ihrawdata.timestamp ASC This query retrieves the hourly averages for the ReactorLevel tag over a day. For more information on Proficy Historian query syntax, please refer to the Proficy Historian OLE DB Provider documentation. Connecting to the Proficy Historian Server To connect to the Proficy Historian server in the Database Query Builder, under the Setup tab, click New Connect. This opens the Data Link Properties Window. Axeda WizReport XL /140

33 Under OLE DB Provider(s), select the ihistorian OLE DB Provider. Click Next. In the Connection tab, for Data Source, specify the name of your Proficy Historian server. If the server requires it, specify the User name and Password, otherwise leave Blank password checked. Please note that if you do specify a User name and Password, you must check Allow saving password. Click Test Connection to make sure you can successfully connect to your server. Click OK. Axeda WizReport XL /140

34 All the tables available in your Proficy Historian server are now listed allowing you to select and configure a query. History Access: Overview of History Group Connections Please refer to the Chapter on Accessing History Data in the Reference Guide for information on History Groups and their common settings. This section describes the settings that are specific to Proficy Historian. To configure a history group connection using Proficy Historian, open the Connection Configurator. Change the Type under the Source section to History Group. For the Name, click the browse button to open the History Group Browser. Either choose an existing group or click New to create a new one. The New selection opens the History Group Selection window. Axeda WizReport XL /140

35 Four different group types are supported to retrieve data from Proficy Historian: 1. Live Values. This group retrieves the most current sample values collected by Proficy Historian. This group type is used when you need real time values in the report, but there is no access to the real time data source that Proficy Historian is collecting from. 2. Raw Values. This group type retrieves the raw values stored in the Proficy Historian database. This group type is used when you want to retrieve the exact samples as stored in the database. The returned data set can be filtered against the value of a filter tag. 3. Sampled Values. This group type retrieves values in lab sample mode at specified intervals. In lab sample mode, the value at each interval time is equal to the value of the nearest raw sample, stored on or before the interval time. This group type supports elaborate filtering and ordering of the returned data. 4. Calculated Values. This group allows you to choose from a variety of calculations performed on the data samples over specified intervals. For instance, you can retrieve the average values over each hour in the day. Calculated values are very useful when generating summaries. Select the group type desired and the History Group Configuration window is shown. The History Group Configuration window consists of multiple tabs containing all the necessary settings to retrieve data out of Proficy Historian. The tabs are Setup, Columns, Time, Filter and Order, where the Setup tab and Column tab are common among the group types, and Time, Filter and Order are specific to some group types. History Access: Configure the History Group Setup Tab On the Setup tab you define the settings to connect to Proficy Historian. Axeda WizReport XL /140

36 The following settings are required: Server Name The Server Name setting requires the Proficy Historian Server Computer Name (or IP Address) you wish to connect to. It defaults to the name specified in the Configuration program. User ID The User ID setting requires your valid Windows user name to access the machine containing the Proficy Historian server. This can remain blank if the server does not require it. Password The Password setting requires the password set for the User ID specified to access the server. This can remain blank if the server does not require it. Quality Threshold % The Quality Threshold % requires a percentage, by which the quality percentage of the calculated value retrieved must meet or exceed in order to write it in the report. Calculated values that do not reach this quality threshold appear as bad values ( BADQ ) in the report. Once you have configured all of these settings, click the Connect button to connect to the Proficy Historian Server you have specified. You are now ready to configure the other tabs of the History Group Configuration. History Access: Configure the Columns Tab The Columns tab is where you configure the tags and the type of data you would like to retrieve for the selected tags. Axeda WizReport XL /140

37 To configure a tag for the group, select an available row under the Tag Name column in the Selected Columns table. This opens the Proficy Historian tag browser. All tags configured for the Proficy Historian system are available to you. Click the Refresh button to view the tags. If you would like to filter the tag list, specify the Filter and click Refresh again. Choose an appropriate tag and click OK. The select tag name is entered in the Tag Name field, and default values for the other fields on this row are provided. In addition, a cell reference, such as $A$1 may be entered. Also a variable, such as {RG001}, is supported. Next, for Calculated Values, choose the Mode for the tag. For other group types, you may skip this section. Axeda WizReport XL /140

38 The Mode setting defines the type of data that you want to retrieve. Proficy Historian supports the following Modes: Interpolated gives you a calculated value between two data points using a linear interpolation algorithm over the Interval. Count gives you the sample count over the Interval. Average gives you a time-weighted arithmetic mean over the Interval. Maximum gives you the highest value recorded over the Interval. Maximum Time gives you the time when the maximum occurred over the Interval. Minimum gives you the lowest value recorded over the Interval. Minimum Time gives you the time when the minimum occurred over the Interval. Standard Deviation gives you the square root of the arithmetic mean of deviations from the time-weighted arithmetic mean of all the values over the Interval. Total gives you the time-weighted total of all the values in the group over the Interval. Note that Engineering Units are assumed to be in Units/Day. If your Engineering Units were not measured in Units/Day, you must scale your total to the actual time units of the measurement. Raw Average gives you the non-weighted total of all values over the Interval. Raw Standard Deviation gives you the square root of the arithmetic mean of deviations from the non-weighted arithmetic mean of all the values over the Interval. Raw Total gives you the non-weighted total of all values over the Interval. Lab Samples gives you a computed intermediate value between two data points by using the last actual value over the Interval. This type of sampling displays as a stair step type of curve. For all group types, choose the columns of data you would like to retrieve. Axeda WizReport XL /140

39 The following columns are available when retrieving history data from Proficy Historian:.value gives you the value of the tag and calculation selected..quality gives you the quality value over the Interval. Timestamps on Calculated Values For Calculated Value groups, the timestamp returned reflects the end of each interval. For example, if you request 15 minute calculations from 11:00:00 AM to 12:00:00 PM, the history group would return: Timestamp Tag1 Tag2 Tag3 11:15: :30: :45: :00: Where the timestamp 11:15:00 represents the calculated values between 11:00:00 and 11:15:00 and so on. History Access: Configure the Time Tab On the Time tab, enter the Start Date, End Date and Interval as described in the Reference Guide. Axeda WizReport XL /140

40 Raw Values Group Options The Raw Samples group type supports 3 modes of time-based Raw Data Retrieval: 1. Raw by Time. This mode retrieves the raw samples between the start time and the end time. The number of values retrieved may be limited by the Number of values field setting. 2. Raw by Record-forward. In this mode, the End Time field is disabled. You specify the Start Time only, and how many records stored after this End Time that you want to retrieve. (Specify in the Number of values field). 3. Raw by Record-backward. In this mode, the End Time field is disabled. You specify the Start Time only, and how many records stored before this End Time that you want to retrieve. (Specify in the Number of values field). Sampled and Calculated Group Options Both the Sampled and Calculated groups support the Endpoint values to exclude. The options are as follows: 1. None all the values recorded over the interval, including the values exactly at the start and end, are included in each interval. 2. Start Time the value recorded exactly at the start time is not included in each interval. 3. End Time the value recorded exactly at the end time is not included in each interval. 4. Start Time and End Time the values recorded exactly at the start time and end time are not included in each interval. History Access: Configure the Filter Tab Filtering is used to restrict the returned data set to just the values that agree with the specified filter condition(s). For instance, you can retrieve all raw values of tag ReactorLevel over a specified day, where the value of ReactorLevel is greater than 50. Or you can retrieve the hourly average of tag ReactorLevel, where the value of tag ReactorTemperature is less than 100Degf. Note that the filter tag may be different from the retrieved tag. If the filter tag is different, only values that are in the time period(s) that the filter is true will be used in calculations or returned as the resultant data set. Axeda WizReport XL /140

41 Filtering for the Calculated Values Group The Calculated Values group, and the Raw values group support a filter tab, in which the Proficy Historian Filter Tag is supported. For in-depth information on the Proficy Historian Filter Tag, please refer to the Proficy Historian OLE DB Provider documentation. The following settings are required for the Filter: Filter Tag The name of the tag that is used in the filter. You may enter a tag name from the tag browser, or a cell reference, e.g., $A$1. Also a variable, such as {RG001}, is supported. Filter Mode The filter mode setting determines the time frame that the condition is considered to be valid. The filter condition is tested against the raw stored values in the database. This setting allows you to include the time frame before and or after the time stamp of the tested filter tag sample. For instance, the following raw values were recorded for the filter tag: Time Value Condition True 01:00: > 50.0 FALSE 02:00: > 50.0 TRUE 03:00:00 60:00 > 50.0 TRUE 04:00: > 50.0 FALSE Each filter mode defines a different time frame for the valid data retrieval: 1. ExactTime - retrieves data for the exact times that the filter condition is true. In this example, only values at exactly 02:00:00 and 03:00:00 will be retrieved. 2. BeforeTime - retrieves data from the time of the last False filter condition up until the time of the True condition, e.g., data values from 01:00:01 to 02:00:00 are retrieved. 3. AfterTime - retrieves data from the time of the True filter condition up until the time of the next False condition, e.g., data values from 02:00:00 to 03:59:59 are retrieved. Axeda WizReport XL /140

42 4. BeforeAndAfterTime - - retrieves data from the time of the last False filter condition up until the time of the next False condition, e.g., data values from 01:00:01 to 03:59:59 are retrieved. Filter Condition The filter condition determines how the value of the filter tag is tested against the specified filter value Select one of the following: 1. Equal Filter condition is True when the value of the filter tag is equal to the filter value. 2. EqualFirst Filter condition is True when the value of the filter tag is equal to the first filter value. 3. EqualLast Filter condition is True when the value of the filter tag is equal to the last filter value. 4. NotEqual Filter condition is True when the value of the filter tag is NOT equal to the filter value. 5. LessThan Filter condition is True when the value of the filter tag is less than the filter value. 6. LessThanEqual Filter condition is True when the value of the filter tag is less than or equal to the filter value. 7. GreaterThan Filter condition is True when the value of the filter tag is greater than the filter value. 8. GreaterThanEqual Filter condition is True when the value of the filter tag is greater than or equal to the filter value. Filter Value The value that the filter tag is tested against. This can be a numeric value, e.g., , or a text, e.g., batch001 or a cell reference, e.g., $A$1. Note the required single quotes around the text; even if a text is retrieved from a cell reference, single quotes need to be applied, e.g., enter $A$1 for the filter value if this cell contains a text. Also, a variable, such as {RG001} is supported. Filtering the Sampled Values History Group The Sampled Values history group type provides a different filter tab. This group type supports filtering with multiple filter tags and conditions. Axeda WizReport XL /140

43 The filter tab supports up to 12 filter conditions to be applied to the History Group. Conditions may be anded or orred to get the desired filter effect. The filter is constructed from the following settings: A/O The A/O setting stands for And/Or. This setting forms the logical connection between two filter conditions, specifically, between the filter condition and the condition on the line above it. The A/O setting is used on the second row and any rows lower; it has no meaning on the first row. You may choose from: 1. AND to logically and two conditions. Both conditions have to be true to retrieve data. 2. OR to logically or two conditions. One of the conditions has to be true to retrieve data. 3. )AND( to logically and two condition groups. Both condition groups have to be true to retrieve data. The parenthesis combines the conditions above this row in a group and ands the combined result with the condition group starting at this row. 4. )OR( to logically or two condition groups. One of the condition groups has to be true to retrieve data. The parenthesis combines the conditions above this row in a group and ors the combined result with the condition group starting at this row. Column Axeda WizReport XL /140

44 The name of the filter tag that is used in the filter condition. Click in the field and you may select a tag name from the tag browser, or enter a cell reference, e.g., $A$1. Also, a variable, such as {RG001} is supported. Type You may select the following two types: 1..value uses the value of the tag selected. 2..quality uses the quality value of the tag selected. Condition The condition describes the relationship between the value of the filter tag and the entered filter value. Choose from =, <>, >, >=, <, <=, LIKE, and NOT LIKE. The LIKE and NOT LIKE are used for text comparisons where an approximate match suffices. Value The value that the filter tag is tested against. This can be a numeric value, e.g., , or a text, e.g., batch001 or a cell reference, e.g., $A$1. Note the required single quotes around the text; even if a text is retrieved from a cell reference, single quotes need to be applied, e.g., enter $A$1 as the filter value if the cell contains a text. Also, a variable, such as {RG001} is supported. History Access: Configure the Order Tab The order tab gives you control over how the returned data is ordered. Typically, the data is ordered by time stamp, either ascending or descending. But, you can also order by any of the tags configured in the Columns tab. Click in the Column field and the available tags will show in a list box. Select the item of choice and choose the order in the Ascending/Descending field. You may order by multiple rows. Order fields are prioritized top to bottom, i.e., the returned set is first ordered by the item on the top row, then, on equal returns for the top row item, are the subsequent orderings performed. History Access: Cell-based and Variable Configuration The Proficy Historian History Group supports cell references and variables in the following: Tag Names in the Columns tab. Headings in the Columns tab. Axeda WizReport XL /140

45 Start Date in the Time tab. Start Time in the Time tab. End Date in the Time tab. End Time in the Time tab. Filter Tag in the Filters tab for Calculated History Groups. Value in the Filters tab for Calculated History Groups. Column in the Filters tab for Sampled History Groups. Value in the Filters tab for Sampled History Groups. A cell reference can appear as $A$1, applying to cell A1 the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. In addition, the Iterator may be used for any cell reference. For more information on the Iterator, please see Accessing a History Server in the User Reference. If you are using Excel cell values for the Start Date or the End Date please note that they should be in the format MM/DD/YY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be MM/DD/YY hh:mm:ss where again all digits are zero padded. A variable should appear {RGXXX}, where XXX is the number of the register you would like to use. RG000-RG099 are available. For Start Date, Start Time, End Date and End Time, select Variable and specify the variables you would like to use. History Access: Querying a List of Tags The following demonstrates configuring a query to get the list of tags configured in your Proficy Historian server. 1. Click New to configure a new query. 2. Set the Query Type to Standard Query. Axeda WizReport XL /140

46 3. Click OK. This opens the Database Query Builder. 4. Select the Setup tab. 5. Click New. Select a Standard Query. This opens the Database Query Builder. 6. Set the Query Name to qrydistincttagname. 7. Under the Setup tab, click New Connect. This opens the Data Link Properties window. 8. For OLE DB Provider(s), select ihistorian OLE DB Provider. Click Next. 9. For Data Source enter the name of your Proficy Historian server. 10. If the server requires it, specify the User name and Password, otherwise check Blank Password. If you specify a User name and Password, be sure to check Allow saving password. Axeda WizReport XL /140

47 11. Click Test Connection. You should get a message telling you the test was successful. 12. Click OK and return the Database Query Builder. All the available tables from the Proficy Historian server should now appear under the Available Tables/Views list. 13. Select the ihtags table and add it to the Selected Tables/View list. 14. Under Selected Tables/View, change the Type from ALL to DISTINCT. 15. Select the Columns tab. 16. Under Available Columns, expand ihtags, select Tagname and click the left arrow to add ihtags.tagname to the Selected Columns list. Axeda WizReport XL /140

48 17. These are all the settings we need for this query. Select the SQL tab. This query will select all the distinct tag names from the ihtags table. 18. Click OK to save this query. Axeda WizReport XL /140

49 Rockwell Software RSLinx Overview Rockwell Software RXLinx provides data through a built-in OPC server. Connection to this server is done through the OPC client interface. This chapter describes the configuration of RSLinx to optimize the generation of reports. RSLinx & OPC RSLinx is a complete 32-bit product family that provides communications to a wide range of applications. RSLinx supports Rockwell Software and Allen-Bradley programming, MMI, and component software products. It serves shop floor data to commercially available OLE for Process Control (OPC) client applications. This allows real-time data from the plant floor to be brought into applications for reporting purposes. RSLinx is available in a number of versions: RSLinx Lite does NOT include OPC support and CANNOT BE USED. RSLinx Single Node (incl. OPC support) RSLinx OEM (incl. OPC support) RSLinx Professional(incl. OPC support) RSLinx Gateway (incl. OPC support) RSLinx Gateway supports OPC connectivity for local and remote clients. In other words, the OPC client does not have to reside on the same PC as the OPC Server. RSLinx Gateway is discussed at length later in this chapter. RSLinx Gateway Through the use of Rockwell Software's RSLinx Gateway software, you have the ability to remotely access your Real Time Database. This allows you to perform remote reporting without direct I/O on the machine. Configure the Remote Node name in the Node field of the tag browser and select from the Server list: RSLinx Remote OPC Sserver Axeda WizReport XL /140

50 Complete remote data access has been provided with the installation and configuration of RSLinx Gateway. This allows you to create a complete automated report that can access any tag found in the Real Time Database of your OPC server from a remote client machine. The report will run the same as if it was created and deployed on the machine containing the Real Time Database. Along with complete remote data access, remote tag browsing has been included. This allows you to choose tags from your OPC server on a remote client using the provided tag browser. This makes report configuration on your client machine that much easier. If the remote connection fails, you may need to make some modifications to DCOM settings. Please review the section on Remote Connections in the OPC Server Chapter of this manual for details. RSLinx configuration for OPC In order for an OPC Client to exchange data with RSLinx, a TOPIC has to be configured in RSLinx. In RSLinx, a topic represents a specific path to a processor. If you right-click on a station in RSWho and select Configure New DDE/OPC Topic, or if you select DDE/OPC / Topic Configuration, the DDE/OPC Topic Configuration dialog box displays. A DDE/OPC project is a storage container for one or more DDE/OPC topics. If you attempt to create a DDE/OPC topic without having created a DDE/OPC project, a default project is created for you. If you selected Configure DDE/OPC Topic by right-clicking on a station in RSWho, the Topic Name field is pre-filled for you. RSLinx starts with the name of the program running in the processor, and if this DDE/OPC topic exists, it adds a number to the end until it finds one that does not exist. If there are any spaces, it converts them to _'s. You can change the topic name RSLinx selected for you. If you selected the menu option DDE/OPC, then you will need to create a New Topic by selecting the New pushbutton on the DDE/OPC Topic Configuration Dialog. For RSLinx to send tag/symbol information to an OPC Client, the Topic needs to be configured to perform this. Select the Topic in the Topic List and then choose the Data Collection tab. Leave the defaults, and, in addition, check Use Symbols and press Select Database and choose the database file name that contains the tag/symbol definitions (see Creating the Symbol Definition Database). If you require a fast update of the values set the Polled Messages field to a smaller number. Axeda WizReport XL /140

51 OPC Tag/Symbol Browsing In version 2.3 and later of RSLinx, the tag browser provides you with an On Line choice, which shows the tags directly from the processor. With version 2.3 and up, there is no need for any further configuration to browse (and read) the tags. The Off Line choice is still available, but requires that you have defined a Symbol file previously. From RSLinx Version 2.1 and up, the RSLinx Server supports Tag/Symbol definition browsing. OPC clients that also support this feature can request the tag/symbol list from an OPC Server and display this information in a browser display. As a result of this feature, Client applications can provide a tag browser as part of the OPC application implementation. Creating the Symbol Definition Database The symbol database can be created by using a text editor or by using the export feature of RSLogix. In RSLogix, select Tools/Database/ASCII Export to display the Documentation Database ASCII Export dialog. In the Export output format, select CSV, enter a Destination File name and choose Addr/Symbol Desc. Pressing OK will cause a file directory display to come up. After file selection, the Address/Symbol descriptions will be exported to the Destination File. Axeda WizReport XL /140

52 OPC Group Diagnostics Select DDE/OPC / OPC Group Diagnostics to display the following diagnostic counters: Group Name The application's executable name that is talking to RSLinx. Active State Displays the active state. Update Rate Displays the update rate. Client Count Displays the client count. Client Name Displays the client name. Data Formats The Data Format the DDE Client is using in this topic. Item Count The number of items on this conversation in this DDE Format. Subscription Packets Displays subscription packets. Sync Read Displays synchronous reads. Sync Write Displays synchronous writes. Async Read Displays asynchronous reads. Async Write Displays asynchronous writes. Async Refresh Displays asynchronous refresh. Async Cancel Displays asynchronous cancel. Updates Before Sent Displays updates before sending. Group ID The group ID of the application. It is useful to determine if there are two or more instances of the above module name running and whether it is a separate conversation from the program, or whether it is another instance. Elapsed Time The length of time this conversation has been connected to RSLinx. Selecting a Tag In the tag browser you first select the OPC Server and then select Name to specify the Server name. For RSLinx, the following Servers are available: RSLinx OPC Server (RSLinx OEM, Professional, Single Node and Gateway) Axeda WizReport XL /140

53 RSLinx Remote OPC Server (used with RSLinx Gateway only) Select the server. Then, in the tag browser select the topic (PLC); this gives two new choices: On Line and Off Line. Off Line provides you with the tag symbols that are stored in the Symbol File, while On Line shows all tag names that are retrieved from the live PLC. Typically, you select On Line first. Then select the tag of interest and press OK Tag Name Syntax RSLinx OPC tag names consist of a node (if the tag is from a remote node), an OPC Server and the tag itself, which is a tiered structure consisting of the topic and the item. The format of an RSLinx OPC tag name is: <<Node>><Server>[Topic]Tag where the Node is not required if the server is on the local machine. In the Connection Configurator, the tag name itself appears when you select a tag for the Name field. Hover over that tag name with your mouse and a tool tip appears showing you the full name of the tag, complete in the format shown above, e.g., <RSLinx OPS Server>[MyTopic]N7:1 for a local tag. In the Schedule Designer, the full syntax of the tag is shown. It is very important to understand the syntax of the RSLinx OPC tag names if you need to manually enter any tag names. Axeda WizReport XL /140

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55 Rockwell Software RSView Overview RSView provides a number of process data sources to report on. The real time process data, the history logs generated via the Data Log Models, the alarm logs and the activity logs all provide data that is available for reports. This chapter describes the techniques and methods that are provided to you, in order to configure your reports with an RSView system. RSView Real Time Data Rockwell Software RSView 32makes real time data available through a built-in OPC server. Connection to this server is done using its OPC client interface. In Report Design, you configure real time connections inside your report template to retrieve real time data values from RSView32. RSView SE does not have a built-in OPC server. For applications with RSView SE you can retrieve real-time data from a RSLinx system. RSView Logged Data RSView32 and RSView SE both use Data Log models to store time or event based data samples. The historical data logged by RSView can be easily retrieved via History Group and Database connections. They both use a relational database (ODBC) interface to the stored data. However, the logged data must be stored in a relational database such as Access, or SQL-Server to be accessed. History Group Connection The History Group connection allows you to quickly configure a group of tags together with their attributes. In addition, you configure the time period over which you would like to see the historical values. When executed, the history group returns a table of values over the configured time span, originating from the start cell of the connection in the report worksheet. Types of data retrieved include: Logged samples and strings. Calculated Values, such as Average, Min, Max, etc. over time intervals. Alarms Activity Log information. Typically, the majority of historical reporting requirements is easily accommodated by the History Group. Database Connection The Database connection allows you to fully specify each aspect of a query for the database, thus providing you with the utmost flexibility. Axeda WizReport XL /140

56 The built-in query builder makes it easy for you to create the right query giving you the data view you want. Typically you would use a database connection for queries that require specific filtering, queries that are too customized for the History Group, or queries that need to include data from an outside database (not based on the RSView generated data). Another advantage to using a Database query is that you can utilize Layout features, allowing you full control over every aspect of your report from formatting to data placement to Excel charting and formulas. RSView Alarm and Activity Log Data RSView stores its alarm and activity log information by default in multiple DBF files, one file for each specific period. In this form, the data is not available. Fortunately, RSView supports commands that copy the alarms or activities to a relational database. Because of this, these records can be included in the reports. Setting up RSView for Reporting Real Time Access: Enabling the OPC Server in RSView32 To start the OPC server in an RSView32 project, the OPC/DDE Server Option must be enabled first. Without this option set, the Collector is not able to retrieve any data from RSView! To access this option, first open RSView Works and open your project. Under the Edit Mode tab, select the System folder. Choose the Startup option. This opens the Startup Window. In the Startup Window, select the Startup tab. Ensure the OPC/DDE Server Option is checked. Real Time Write Access: Allowing XLRSetValue access to RSView32 This section applies to writing a value to RSView32. By default, RSView32 does not accept values from external client programs, and program XLRSetValue fails. However, you can overcome this by executing an RTDATAWRITEENABLE command in RSView32. Add this command to the Startup macro and it is executed every time RSView32 starts. Axeda WizReport XL /140

57 History Access: Overview Through the configuration of a Data Log Model, RSView can be configured to log data to an ODBC or file based data source. It is required that you log data to an ODBC data source such as MS Access or SQL Server. Because of its many built-in keywords, both MS Access and SQL-Server support the most Aggregate functions and are most flexible in their filtering of queries performed on the stored data. History Access: Configuring a Data Log Model Under the Project window of RSView, select the Edit Mode tab. Double click the Data Log folder and then double click the Data Log Setup item. This opens the Data Log Setup window. Under the Setup tab, enter a description for your data log model and select your storage format. Select ODBC as your storage format, and specify the ODBC Data Source by entering it or selecting it from the browse button provided. Enter table names for your database (or use the defaults provided) and click the Create Tables button. This creates the tables in your selected data source. Complete data log setup by specifying the settings under the other tabs, paying particular attention to the frequency of data collection (under the Log Triggers tab) and to the tags you configure for collection (under the Tags in Model tab). Axeda WizReport XL /140

58 Once you have completed the setup, click the OK button. You are prompted to name your Data Log Model. This name now appears when you select the Data Log Model item in the project window. History Access: Starting a Data Log Model for Collection To start data logging as configured in your data log model, you should specify it in the Startup Editor. To do so, select the Edit Mode tab of the project window, then the Startup item. This opens the Startup Editor. Under the Startup tab, check the Data Logging option and select the Data Log Model you configured. Click OK to close the Startup Editor. Now, when your project is started, data logging automatically starts based on the Data Log Model specified. Alarm and Activity Access: Alarm Log and Activities Log The alarm and activity log information is stored by default in DBF files. The date is embedded in the file name, and as a result, the constantly changing file name makes automated access virtually impossible. However, RSView supports the following commands: AlarmLogSendtoODBC and ActivityLogSendtoODBC, which copies the data to an ODBC database, such as Access or SQL- Server. If you would like to make this data available, you may want to execute these commands from within an RSView event macro, and periodically store the latest alarms and activities in your database. Axeda WizReport XL /140

59 You can run these commands on a periodic or event basis from a configured event in RSView, which should be timed before the automated report execution takes place. This makes the alarms and activities available in your ODBC database, ready for queries. When invoking these commands, pass the DSN and a table name as parameters. Configuring for RSView Real Time Access: Building a Real Time Connection Real Time connections to the RSView32 database are configured in the Connection Configurator. Select Real Time as the Source Type. Specify the tag name or click the browse button for Name. The tag browser shows all available tags in RSView32. Note that RSView32 must be running to allow tag browsing. Select your tag and complete the configuration of this connection. Axeda WizReport XL /140

60 History Access: A Primer on Database Connections The database connection allows you access to relational (ODBC) databases. The RSView Data Log model stores data using ODBC in 3 tables: FloatTable, StringTable and TagTable. Typically, you can retrieve all data for your report via the History Group; it accesses the data log model while not requiring you to configure any SQL. Most likely you require data from the FloatTable, which contains the values, time stamps and TagIds of the stored data. The TagTable contains the tag names and the TagIds of the stored data. As a result, the FloatTable must be joined with the TagTable on the TagId field. After joining, you can filter the data based on tag name, or time stamp, or value. Alarm and Activity data can be queried and filtered in many ways, as they contain many more fields to filter on. In the Reference Guide, refer to Chapter Accessing a Relational Database, for detailed information on the use of the Database connection. History Access: Overview of History Group Connections A history group specifies an area in your report where historical data from multiple tags over a configured time span is retrieved and presented. When executed, the history group provides a two dimensional matrix of tag values across and interval times down. The tag values can be historical aggregates (e.g., average, minimum, maximum, etc.) from one or more tags. The start and end time, and intervals within that span are fully configurable. The common features of the History Group are described in the User Reference document. This section describes the features specific to the RSView History Group. The power of the history group is in the ease and flexibility with which you configure the targeted data and its presentation. The history group uses the ODBC interface to retrieve data from the database, but the user is not required to build any queries. Instead after providing a simple configuration, the history group internally creates one or more queries to retrieve the data. To configure a history group connection, open the Connection Configurator in Excel. Set the Type under the Source section as History Group. Click the browse button for the Name to open the History Group Browser. Axeda WizReport XL /140

61 Either choose an existing group or click New to create a new one. This opens the History Group Configuration window. When you select New, you have a choice of five types of History Groups supported for RSView: Calculated Values, reporting on calculated values such as averages, minimums, maximums and totals. Raw Values, reporting on raw numeric values. Raw Text, reporting on the text values. Alarms, reporting on alarms by name and alarm state such as HI and HIHI. Activities, reporting on system activities. Each of these is described as follows: 1. Calculated Values - the Calculated Values history group provides you with aggregate values, calculated from the stored samples in the database. Examples of aggregates are average, total, maximum, minimum, etc. Each history group supports up to 40 different aggregates, from one or more tags. The specified aggregates of each tag are retrieved over the specified time frame and specified interval. The calculations are only performed on samples that have a good status. If all records in an interval are marked with a bad status, no aggregate is returned over the interval. Note that the number of good and bad counts over the interval is available as aggregates. 2. Raw Values the Raw Values history group provides you with raw sample values from the Value data log. The values are extracted based on the Time Period as specified for Axeda WizReport XL /140

62 this history group. Before the value is returned, the status of the record is checked. If the status is bad, the status designation is copied into the value field, to show that the value is bad. The following status indications exist: D, if a node is disabled. E, if a communications error occurred while acquiring the tag value. S, the value is Stale, meaning it was acquired before, but not updated. U, the value is uninitialized. The number of records returned may be restricted when specifying a limit in the configuration settings. The order in which samples are returned can be in ascending time order (start time on top) or descending time order (end time on top). Note that if you have specified the number of values to be restricted, and you use the Descending order, you see only the sample values at the end of the Time Period. 3. Raw Text the Raw Text history group provides you with raw sample values from the String data log. The values are extracted based on the Time Period as specified for this history group. The same notes provided in the Raw Values group type above apply to the Raw Text group. 4. Alarms -the Alarm history group provides you with records from the RSView Alarm log. You can specify the fields of the record that you are interested in, e.g., time stamp, tag name, alarm label, description, etc. The values are extracted based on the Time Period as defined for the history group. The number of alarm records returned can be restricted when specifying a limit in the configuration settings. The order in which the samples are returned can be in ascending time order (start time on top) or descending time order (end time on top). 5. Activities - the Activity history group provides you with records from the RSView Activity log. You can specify the fields of the record that you are interested in, e.g., time stamp, activity label, description, etc. The values are extracted based on the Time Period as defined for the history group. The number of activity records returned can be restricted when specifying a maximum number of values limit. The order in which the samples are returned can be in ascending time order (start time on top) or descending time order (end time on top). History Access: Configure the History Group Setup Tab The Setup Tab is where you connect to your historical (ODBC) data source, e.g., Microsoft Access or SQL-Server. Axeda WizReport XL /140

63 Click the Connect button open the Data Link Properties window. Here, you specify all the settings in order to connect to your RSView Data Log Model. Under the Provider tab, select Microsoft OLE DB Provider for ODBC Drivers as you OLE DB Provider. Click Next. Axeda WizReport XL /140

64 Under the Connection tab, first specify the data source name (DSN) that connects to the database where your RSView Data Log Model is logging. A drop-down list is provided that lists all the available DSNs on your system. If you do not have a DSN for your Data Log Model, it is strongly recommended that you configure one before connecting. Next, if the database requires it, specify the User name and Password to connect to the database. If you have specified a Password, make sure you check Allow saving password. Click Test Connection to make sure you can connect to your database. If the test is successful, click OK to connect to your server and return to the Setup tab. Click the View Connect button to view the configured connection string. Under the Tables Used section, you must specify the tables from the database to use for the group. Click the browse button and select the table required. For the Calculated Values and the Raw Values History Group Tag Table Axeda WizReport XL /140

65 This table contains all the tags logged by the Data Log Model. This table name is typically TagTable (default). Float Table This table contains all the data logged for numeric tags by the Data Log Model. This table name is typically FloatTable (default). For the Raw Text History Group Tag Table This table contains all the tags logged by the Data Log Model. This table name is typically TagTable (default). String Table This table contains all the data logged for string tags by the Data Log Model. This table name is typically StringTable (default). For the Alarm History Group Alarm Table This table contains all the alarm data logged. Note that this is the name that is specified in the AlarmLogSendToODBC command, which is executed inside RSView. For the Activities History Group Activity Table Name This table contains all the activity data logged. Note that this is the name that is specified in the ActivityLogSendToODBC command, which is executed inside RSView. History Access: Configure the Columns Tab Configuration Specific to the Calculated Values Type Tag Name Selecting a field under the Tag Name column brings up the historical tag browser in which you select your tag. Axeda WizReport XL /140

66 Choose an appropriate tag and click OK. The select tag name is entered in the Tag Name field, and default values for the other fields on this row are provided. In addition, a cell reference, such as $A$1 may be entered. Also a variable, such as {RG001}, is supported. Mode The Mode setting defines the type of data that you want to retrieve from the logged data. All data types are calculated over a time interval or series of time intervals. The following Modes are supported: Average gives you an arithmetic mean of all sample values over the interval. Minimum gives you the lowest value recorded over the interval. Maximum gives you the highest value recorded over the interval. Total gives you the sum of all sample values over the interval. Good Count gives you the number of records over the interval, where the status indicates that the value is good. Bad Count gives you the number of records over the interval, where the status indicates that the value is bad. Standard Deviation gives you the square root of the arithmetic mean of deviations from the arithmetic mean of all the values over the interval. Variance gives you the square of the Standard Deviation. Minimum Time gives you the date/time when the minimum occurred over the interval. Maximum Time gives you the date/time when the maximum occurred over the interval. Closest Sample gives you the raw sample value on or closest to the selected interval time stamp. Timestamps on Calculated Values For Calculated Value groups, the timestamp returned reflects the start of each interval. For example, if you request 15 minute calculations from 11:00:00 AM to 12:00:00 PM, the history group would return: Timestamp Tag1 Tag2 Tag3 11:00: Axeda WizReport XL /140

67 11:15: :30: :45: Where the timestamp 11:00:00 represents the calculated values between 11:00:00 and 11:15:00 and so on. Configuration Specific to the Alarm Group Column The following columns are available when retrieving alarm data: DateAndTime provides the date and time the alarm was logged. Millitm provides the millisecond stamp the alarm was logged. TransType describes whether the alarm appeared or returned to normal. TagName specifies the tag. TagValue specifies the tag s value at the time of the alarm recording. TagType describes the type, Analog, Digital, etc. ThreshValue specifies the value of the alarm limit violated. ThresNum specifies the alarm type by index. ThreshLabl specifies the alarm type. Severity describes the alarm severity index. Dstflag describes whether Day Light Savings time was in effect. UserId describes the Id of the user at the time of the alarm. AlarmType specifies the alarm type index. Dscription provides a brief description of the alarm. UserStn specifies the name of the user station at the time of alarm. LoggingStn specifies the name of the data logging station at the time of alarm. Configuration Specific to the Activity Group Axeda WizReport XL /140

68 Column The following columns are available when retrieving activity data: Type specifies the Activity type. Id specifies the Activity Id number. DateAndTime provides the Date and Time the Activity occurred. Millitm provides the milliseconds time stamp of the occurrence. Dstflag describes whether Day Light Savings time was in effect. Category specifies the Activity category. Source specifies the Activity source. UserId specifies the User Id logged in at the time of the Activity. Dscrption gives a short description of the Activity. UserStn specifies the name of the user station. LoggingStn specifies the name of the logging station. History Access: Configure the Time Tab Under the Time tab, enter the Time Period and Interval settings, which define how the historical data retrieval is performed. Refer to specific details in the User Reference document, in Chapter: Accessing History Data. Axeda WizReport XL /140

69 Note that the maximum number of intervals supported is Note that if you have specified the number of values to be restricted (for the Alarm or Activity group), and you use the Descending Time Ordering, you see the records at the end of the Time Period only. Endpoint values to exclude The Endpoint values to exclude setting helps define the values returned for each specific interval. The settings are as follows: End Time the value recorded exactly at the end time is not included in each interval. Start Time the value recorded exactly at the start time is not included in each interval. Start Time and End Time the values recorded exactly at the start time and end time are not included in each interval. None all the values recorded over the interval, including the values exactly at the start and end, are included in each interval. History Access: Configure the Filter Tab Filtering is used to restrict the returned data set to just the values that agree with the specified filter condition(s). For instance, you can retrieve all raw values of tag ReactorLevel over a specified day, where the value of ReactorLevel is greater than 50. Or you can retrieve the hourly average of tag ReactorLevel, where the value of tag ReactorTemperature is less than 100Degf. Note that the filter tag may be different from the retrieved tag. If the filter tag is different, only values that are in the time period(s) that the filter is true are used in calculations or returned as the resultant data set. The Calculated Values group, and the Raw and Text Values group support a filter tab, in which a single filter tag is supported. Two conditions may be applied to the filter tag. Axeda WizReport XL /140

70 The following settings are required for the Filter: Name The name of the tag that is used in the filter. You may enter a tag name from the tag browser, or a cell reference, e.g., $A$1. Also a variable, such as {RG001:Cval} is supported. Condition 1 The condition describes the relationship between the value of the filter tag and the entered filter value. Choose from =, <>, >, >=, <, <=, LIKE, and UNLIKE. The LIKE and UNLIKE are used for text comparisons where an approximate match suffices. Value The value that the filter tag is tested against. This can be a numeric value, e.g., , or a text, e.g., batch001 or a cell reference, e.g., $A$1. Note the required single quotes around the text; even if a text is retrieved from a cell reference, single quotes need to be applied, e.g., enter $A$1 as the filter value if the cell contains a text. Also a variable, such as {RG001} is supported. AND/OR A second condition may be enabled by entering a value in the second value field. The second condition is combined with the first condition through a logical AND, which means that data is retrieved only when both conditions are true. The other choice is a logical OR, which means that data is retrieved when one of the two conditions are true. The Condition 2 and Value 2 fields are set similar as described above for Condition 1. The Alarm and Activity history group types provide a different filter tab. These group types support filtering with multiple filter tags and conditions. Axeda WizReport XL /140

71 The filter tab supports up to 12 filter conditions to be applied to the History Group. Conditions may be anded or orred to get the desired filter effect. The filter is constructed from the following settings: A/O The A/O setting stands for And/Or. This setting forms the logical connection between two filter conditions, specifically, between the filter condition and the condition on the line above it. The A/O setting is used on the second row and any rows lower; it has no meaning on the first row. You may choose from: 1. AND to logically and two conditions. Both conditions have to be true to retrieve data. 2. OR to logically or two conditions. One of the conditions has to be true to retrieve data. 3. )AND( to logically and two condition groups. Both condition groups have to be true to retrieve data. The parenthesis combines the conditions above this row in a group and ands the combined result against the condition group starting at this row. 4. )OR( to logically or two condition groups. One of the condition groups has to be true to retrieve data. The parenthesis combines the conditions above this row in a group and ors the combined result against the condition group starting at this row. Axeda WizReport XL /140

72 Column The name of the filter tag that is used in the filter condition. Click in the field and you may select a tag name from the tag browser, or enter a cell reference, e.g., $A$1. Also a variable, such as {RG001}, is supported. Condition The condition describes the relationship between the value of the filter tag and the entered filter value. Choose from =, <>, >, >=, <, <=, LIKE, and NOT LIKE. The LIKE and NOT LIKE are used for text comparisons where an approximate match suffices. Value The value that the filter tag is tested against. This can be a numeric value, e.g., , or a text, e.g., batch001 or a cell reference, e.g., $A$1. Note the required single quotes around the text; even if a text is retrieved from a cell reference, single quotes need to be applied, e.g., enter $A$1 as the filter value if the cell contains a text. Also a variable, such as {RG001}, is supported. Configuring the History Group Order Tab The order tab gives you control over how the returned data is ordered. Typically, the data is ordered by time stamp, either ascending or descending. But, you can also order by any of the tags configured in the Columns tab. Click in the Column field and the available tags are shown in a list box. Select the item of choice and choose the order in the Ascending/Descending field. You may order by multiple rows. The order is prioritized top to bottom, i.e., the returned set is first ordered by the item on the top row, then on equal returns for the top row item, are subsequent orderings performed. History Access: Cell-based and Variable Configuration The RSView History Group supports cell references and variables in the following: Tag Names in the Columns tab for Raw Value, Sampled Value and Calculated Value History Groups. Headings in the Columns tab for all History Groups. Start Date in the Time tab. Start Time in the Time tab. Axeda WizReport XL /140

73 End Date in the Time tab. End Time in the Time tab. Name in the Filters tab for Raw Value and Sampled Value History Groups. Value in the Filters tab for Raw Value and Sampled Value History Groups. Column in the Filters tab for Alarms and Activities History Groups. Value in the Filters tab for Alarms and Activities History Groups. A cell reference can appear as $A$1, applying to cell A1 the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. In addition, the Iterator may be used for any cell reference. For more information on the Iterator, please see Accessing a History Server in the User Reference. If you are using Excel cell values for the Start Date or the End Date please note that they should be in the format MM/DD/YY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be MM/DD/YY hh:mm:ss where again all digits are zero padded. A variable should appear {RGXXX}, where XXX is the number of the register you would like to use. RG000-RG099 is available. For Start Date, Start Time, End Date and End Time, select Variable and specify the variables you would like to use. History Access: Querying a List of Tags The following demonstrates configuring a query to get the list of tags configured in your RSView history log. 1. Click New. Select a Standard Query. This will open the Database Query Builder. 2. Set the Name to qrydistincttagname. 3. Under the Setup tab, click New Connect. This will open the Data Link Properties window. 4. For OLE DB Provider(s), select Microsoft OLE DB Provider for ODBC Drivers. Click Next. Axeda WizReport XL /140

74 5. Under Specify the source of data, select Use data source name. From the data source name list, select the data source name that connects to the database where RSView is logging historical data. 6. Click Test Connection. You should get a message telling you the test was successful. 7. Click OK and return the Database Query Builder. 8. Select the TagTable table and add it to the Selected Tables/View list. 9. Under Selected Tables/View, change the Type from ALL to DISTINCT. Axeda WizReport XL /140

75 10. Select the Columns tab. 11. Under Available Columns, expand TagTable, select TagName and click the left arrow to add TagTable.TagName to the Selected Columns list. 12. These are all the settings we need for this query. Select the SQL tab. This query will select all the distinct tag names from the TagTable table. Axeda WizReport XL /140

76 13. Click OK to save this query. History Access: Troubleshooting On certain older systems, e.g., Windows95 and Windows98 you may encounter an OLEDB Provider Error when trying to access your history data. This error is likely caused by an outdated version of Microsoft Data Access Components (MDAC) installed on your computer. You can download the latest version from Microsoft s website, or you can install a working version of MDAC (version 2.5), which is included on the Installation CD. Axeda WizReport XL /140

77 Emerson Process DeltaV Overview This chapter describes the features specific to DeltaV TM. There are two methods of communication with the Real-Time server of DeltaV: 1. OPC, this is the preferred method. It works on each DeltaV station type, but it may require an additional license on the DeltaV station. The Application Station always has OPC enabled, while a Pro Plus Station typically needs a license. 2. FIX interface. This interface is not supported on the Application Station. It is only supported on the Pro Plus Station. OPC Interface for Real-Time Data (Application Station) Tag Names Tag names can be entered manually in the Name field of the Connection Configurator or Schedule Designer, or easier, can be entered by clicking on the browse button, which provides the tag browser. Tag Browser The Tag Browser lets you conveniently select a tag from the DeltaV server database. The Tag Browser can be used from all places where tag names need to be selected. Axeda WizReport XL /140

78 By default, the node name is set to Local. If the server is on another node, uncheck the Local box and enter the name in the Node field and press the Connect button. This shows you the servers on that node in the Server list. In here, select OPC.DeltaV.1. The tags typically are under the Modules group. Drill down until you get to your tag name and select the parameter, e.g., CV. The OK button copies the selected tag to the configuration menu. Remote OPC and OPC HDA Connections Remote Connection to a DeltaV OPC Server requires DCOM to allow the connection. The following guidelines show you how to open up connections for the Everyone Account. After the connections have been established, you may refine the settings to just allow certain accounts to communicate: On the OPC Server station allow DCOM connection in the XP-Service Pack 2 by enabling DCOM in the Windows Firewall Setting in the Control Panel. If a port needs to be added, use port number 135 as default. Run DCOMCNFG on the server. Open up Component Services, Computers and select My Computer. Make sure that DCOM is enabled under My Computer, Properties, Default Properties. Under COM Security, add accounts Everyone, Network, Interactive and System (if not set) to both Defaults. Select OK. Under My Computer, select DCOM Config. In the open folder, select program OPCEnum. Select its properties. On tab General, set the Authentication Level to Default. Select the tab named Security. Under Launch and Activation Permissions, select Default and do the same for the Access Permissions and the Configuration Permissions. Select OK. In the open folder, select program DeltaV OPC HDA Server. Select its properties. Under General, set the Authentication Level to Default. Select tab Security. Under Launch and Activation Permissions, select Default and do the same for the Access Permissions and the Configuration Permissions. Select OK. Close DCOMCNFG. In the DeltaV User Manager on the server system, add an account that is identical to the account name (and password) on the remote computer from where you wish to access the OPC server in DeltaV. Axeda WizReport XL /140

79 On the client machine, use Windows to map a drive to the server machine. This opens up communication between the client and server machines. Fix Interface for Real-Time Data (Pro-Plus) Tag Names The DeltaV Fix interface presents a tag as a 3 tiered name: THISNODE : DELTAV_NAME. FIELD (e.g., THISNODE : REACTOR/TEMP/OUT.CV. F_CV) Tag names can be entered manually in the Name field, or easier, can be entered by clicking on the browse button, which brings up the tag browser. Tag Browser The Tag Browser provides the ability to conveniently select a tag from the database. Wait for the DeltaV browser to open automatically. (Be patient, the first time after a reboot this may take up to a minute.) After selecting the tag in the DeltaV browser and pressing OK, both browsers are closed and you are returned to the original display. Note that "THISNODE" and "F_CV" have been appended automatically. If the tag contains text data, change the F_CV to A_CV. Connecting to DeltaV s OSI-PI Historian Through the use of the History Group connection, you can retrieve data from DeltaV s historian. The following sections describe how to configure a History Group connection for DeltaV OSI-PI historian. Configuration Settings In order to retrieve data from the DeltaV OSI-PI historian, the DeltaV History server name must be provided. This name is set in the Configuration program, under the DeltaV History group. Axeda WizReport XL /140

80 The Server name defaults to the local computer name, meaning it assumes a local DeltaV History server. If you do not wish to use the local server, right-click the server name value, select Modify and enter a new name and click OK. Close the Configuration program. If the OSI-PI server resides on a remote node, the local station requires a copy of file PIAPI32.DLL to be in folder C:\Windows\System32. Configuring a History Group Connection To configure a history group connection using DeltaV, open the Connection Configurator. Under the Source section, change the Type to History Group. For Name, click the browse button to open the History Group Browser. Either choose an existing group or click New to create a new one. This opens the History Group Configuration window. The Connection section displays the name of your DeltaV History server. Columns Tab Tag Name To configure a tag for the group, select an available row under the Tag Name column in the Selected Columns table. Axeda WizReport XL /140

81 This opens the DeltaV historical tag browser. All the tags configured for historical collection in the DeltaV system are available to you. Choose any tag. Mode Next, choose the calculation Mode for the tag. DeltaV supports the following modes: Sample gives you the value at the start of the interval. Average gives you the average value over all the data in the interval. Maximum gives you the maximum value of all data over the interval. Minimum gives you the minimum value recorded over the interval. Manual data does not apply to DeltaV history. Accumulate gives you the accumulated total of the interval samples. Difference gives you the calculated difference between the end value and the start value of the interval. Axeda WizReport XL /140

82 Accumulate Difference gives you the accumulated total of the difference calculated over the interval, i.e., the difference between the start of the span and the end of each interval. Columns Choose the Columns of data you would like to retrieve. The following column settings are available: value returns the value of the calculation for the tag. date + value returns both the date stamp and the value of the calculation for the tag. This returns 2 separate columns with the date stamp as the left column and the value as the right column. value + quality returns both the value and the quality of the calculation for the tag. This returns 2 separate columns with the value as the left column and the quality as the right column. date + value + quality returns the date stamp, value and quality of the calculation for the tag. This returns 3 separate columns with the date stamp as the left column, the value as the middle column and the quality as the right column. In addition to the historically calculated Value, the Date value and Quality value can be retrieved from the History Server. The Date value gives you a time stamp at the start of each interval, while the Quality field describes the type of alarm the value was in at the start of the interval. Up to 39 more tags can be configured in this group. Configure as many as you need for the group. Time Tab Under the Time tab, enter the Start Time, Span and Interval you would like for the History group. The Date, Time and Span fields can be set in one of the following ways: 1. Now, using the time of report update as the reference. 2. Today, using the today s date and a configured time as the reference. 3. Specific, where you enter a specific date, time, or span. Axeda WizReport XL /140

83 4. Variable, where the date, time or span is retrieved from a variable, e.g., DT000, which can be set from the scheduler or other external source. Finally, give this History Group a name and click OK. This History Group can now be used as a connection to retrieve data from the DeltaV historical data collection. History Access: Cell-based and Variable Configuration The DeltaV OSI-PI History Group supports cell references and variables in the following: Start Date in the Time tab. Start Time in the Time tab. Span in the Time tab. A cell reference can appear as $A$1, applying to cell A1 the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. The OSI-PI History Group does not support the Iterator for any cell reference. If you are using Excel cell values for the Start Date please note that they should be in the format MM/DD/YY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be MM/DD/YY hh:mm:ss where again all digits are zero padded. You should use the Date/Time functions provided as variables. For Start Time and Span, select Variable to specify a variable. For Start Date specify {DTXXX:Date}, for Start Time specify {DTXXX:Time} and for Span specify {DTXXX:Span} where XXX is a valid Date/Time function. DT000-DT019 have been provided. Connecting to DeltaV s OPC-HDA Historian Through the use of the History Group connection, you can retrieve data from DeltaV s OPC-HDA historian in DeltaV version 7.4 and above. The following sections describe how to configure a History Group connection for DeltaV OPC- HDA historian. Configuring a History Group Connection To configure a history group connection using DeltaV, open the Connection Configurator. Under the Source section, change the Type to History Group. For Name, click the browse button to open the History Group Browser. Axeda WizReport XL /140

84 Either choose an existing group or click New to create a new one. Three types of history data are supported from the DeltaV Historian: 5. Raw Values, the time stamped values as stored in the historian archives. 6. Sampled Values, values that are interpolated at regular time intervals. 7. Calculated Values, values that are calculated at regular time intervals, such as the minimum, maximum or average over the interval. Each type is configured in a separate group. Select the type and press OK to open the History Group Configuration window. Setup Tab The first page to configure on a new History Group is the Setup tab. The Setup tab is identical for all 3 History Groups. Axeda WizReport XL /140

85 Enter the name of the Node Name first. If the server is on the local node, you can leave the field empty. Press the browser button next to the Server Name field. It shows all OPC-HDA servers on the selected node. Select DeltaV.OPCHDAsvr.1. Establish the connection to the server by pressing the Connect button. Wait until the connection is established. If the connection fails, check the settings as described in the Remote OPC Connection section in this Chapter. After connecting, open the Columns tab where you configure the tags that participate in this group. Columns Tab The Columns tab is slightly different for each History Group type. Raw Values For Raw Values it appears as follows. Tag Name To configure a tag for the group, select an available row under the Column and click on the field to expose a tag browse button. Select this button to open the DeltaV historical tag browser. Axeda WizReport XL /140

86 All the tags configured for historical collection in the DeltaV historian are available to you. Choose any tag. The tag is placed in the selected row of the history group. Instead of a hard tag name, you may also type in a variable name, such as {RG000} in the tag field. At the time of report update, the variable is resolved and its content used as tag name. This allows the tag name to be externally set, e.g., in the Interactive Tool. Additionally, the tag name can also be read from a cell reference. You may type a cell reference, e.g., $A$1 if the cell is on the currently updated worksheet, or Report!$A$1 if the cell is on a fixed worksheet named Report. Heading The Heading column is defaulted to the tag name. Please modify this to any heading you like. Just like the tag name field, the Heading field can also be a variable, e.g., {RG000} or a cell, e.g., $A$1. Column Options With the Column Options field, you can select how many columns are generated per configured tag: 5. None. Just the raw value is placed in a column. 6. Timestamp on first column. The leftmost column of the History Group is reserved for the timestamp. Note that if you have multiple tags returning raw values, this selection may be meaningless, because each tag may have completely different timestamps. Only use this setting if you know that the configured tags are collected and stored on the same timestamp. 7. Timestamp on all columns. For each tag, 2 data columns are placed in the report, the timestamp and the value. 8. Timestamp, quality on all columns. For each tag, 3 data columns are placed in the report, the timestamp, the value and the quality description. Axeda WizReport XL /140

87 Sampled and Calculated Values The Columns tab for the Sampled Values and Calculated Values History Groups are very similar: Tag Name To configure a tag for the group, select an available row under the Column and click on the field to expose a tag browse button. Select this button to open the DeltaV historical tag browser. All the tags configured for historical collection in the DeltaV historian are available to you. Choose any tag. The tag is placed in the selected row of the history group. Instead of a hard tag name, you may also type in a variable name, such as {RG000} in the tag field. At the time of report update, the variable is resolved and its content used as tag name. This allows the tag name to be externally set, e.g., in the Interactive Tool. Axeda WizReport XL /140

88 Additionally, the tag name can also be read from a cell reference. You may type a cell reference, e.g., $A$1 if the cell is on the currently updated worksheet, or Report!$A$1 if the cell is on a fixed worksheet named Report. Mode In the Sampled Values History Group, the Calculation Mode for each group defaults to interpolated. In the Calculated Values History Group you may choose the Calculation Mode for each tag. DeltaV supports the following Mode types: Interpolated gives you the interpolated value at the start of the interval. The associated timestamp gives the time at the start of the interval. Average gives you the time-weighted average value over all the data in the interval. The associated timestamp gives the time at the start of the interval. Count gives you the number of raw samples collected in the interval. The associated timestamp gives the time at the start of the interval. Maximum gives you the maximum value of all data over the interval. The associated timestamp gives the time at the start of the interval. Minimum gives you the minimum value recorded over the interval. The associated timestamp gives the time at the start of the interval. Time of maximum gives you the maximum value of all data in the interval. The associated timestamp gives the earliest time the maximum occurred in the interval. Time of minimum gives you the minimum value recorded in the interval. The associated timestamp gives the earliest time the minimum occurred in the interval. Start value gives you the value and associated timestamp of the first raw sample in the interval. End value gives you the value and associated timestamp of the last raw sample in the interval. Column Options With the Column Options field, you can select how many columns are generated per configured tag: 1. None. Just the calculated value is placed in a column. 2. Timestamp on first column. The leftmost column of the History Group is reserved for the timestamp. Note that if you have multiple tags returning calculated values, this selection is shared between all data columns. The timestamps are retrieved from the first tag you have configured. Make sure this tag s calculation mode is one of the following: Interpolated, Average, Count, Maximum or Minimum. These modes all generate the start of the interval in the timestamp, which applies to all value columns. Axeda WizReport XL /140

89 3. Timestamp on all columns. For each tag, 2 data columns are placed in the report, the timestamp and the value. This setting applies to the following calculation modes: Time of Minimum, Time of Maximum, Start Value and End Value, which return unique timestamps in an interval. 4. Timestamp, quality on all columns. For each tag, 3 data columns are placed in the report, the timestamp, the value and the quality description. Up to 40 columns be generated in this group. Configure as many as you need for the group. By leaving open rows between tags, you create empty columns to be placed in the report. You could use these empty columns for Excel calculations or Management functions. Time Tab Under the Time tab, enter the Start Time, End Time and Interval you would like for the History group. Start Time and End Time The Date and Time fields can be set in one of the following ways: 5. Now, using the time of report update as the reference. 6. Today, using the today s date and a configured time as the reference. 7. Specific, where you enter a specific date or time. 8. Cell, where the date, time or span is retrieved from an Excel cell, e.g., $A$1 if the cell is on the currently updated worksheet, or Report!$A$1 if the cell is on a fixed worksheet named Report. Both the Date and the Time field may point to the same cell. However, the cell must be formatted (in Excel) as: mm/dd/yyyy hh:mm:ss, where the hh/mm/yyyy is in the form of the local date setting, and the hh:mm:ss is in the form of the local time setting INCLUDING the seconds! Axeda WizReport XL /140

90 9. Variable, where you enter a variable name, e.g., {RG001} that contains the setting. Interval In the Interval settings you configure the length of each interval between the start time and end time or how many intervals you need. The Time Ordering field lets you select between Ascending and Descending. History Access: Cell-based and Variable Configuration The DeltaV History Group supports cell references and variables in the following: Tag Names in the Columns tab for all History Groups. Headings in the Columns tab for all History Groups. Start Date in the Time tab. Start Time in the Time tab. End Date in the Time tab. End Time in the Time tab. A cell reference can appear as $A$1, applying to cell A1 the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. In addition, the Iterator may be used for any cell reference. For more information on the Iterator, please see Accessing a History Server in the User Reference document. If you are using Excel cell values for the Start Date or the End Date please note that they should be in the format MM/DD/YY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be MM/DD/YY hh:mm:ss where again all digits are zero padded. A variable should appear {RGXXX}, where XXX is the number of the register you would like to use. RG000-RG099 is available. For Start Date, Start Time, End Date and End Time, select Variable and specify the variables you would like to use. Previewing the History Group You may test your settings by pressing the Preview button, which opens a window with the data retrieved based on your current settings. Axeda WizReport XL /140

91 Completing the History Group Once you have configured all the settings and have named the history group, click OK to save it. The newly configured history group appears in the list selected. Click OK again to return to the Connection Configurator. The history group appears as the Source Name. Connecting to DeltaV s Batch and Journal Database In addition to the real-time and historian interfaces, the retrieval of data from any of the DeltaV relational databases is supported. A rich set of database access tools have been provided to add batch or journal information to any of your reports. Data retrieved from a database can be custom formatted with the Layout Expert. If you wish to mix real-time, historian and database information in the same report you can use the database connection. For more information on accessing a relational database, please refer to Configuring a Database Query in the Reference Guide. Start of the Scheduler The Scheduler can start automatically as a service. In the Schedule Designer select Scheduler, Options on the menu bar. Check the Install as Service box and specify the Account Name and Password for the account the Scheduler should run under. Use the same account in which you developed and tested. Axeda WizReport XL /140

92 Alternatively, on a Pro Plus station, the Scheduler can be included in the start up configuration to be started automatically with the start of the DeltaV program. The Scheduler is now registered with DeltaV and automatically stops when DeltaV is stopped. Start the Graphics Subsystem Configuration Utility or DeltaV Operator System Configuration Utility (under DELTAV / INSTALLATION) from the Start button on the task bar. In this program select CONFIGURE / TASKS from the menu bar. Add the program XLRschedule.EXE to the list of tasks to be executed. The start up of the scheduler may be delayed to allow a large database in DeltaV to fully initialize. In the Scheduler Design program you can enable the start up delay under Activate, Schedules on the menu bar. Command Line Execution in DeltaV versions with ifix ifix uses Visual Basic to trigger external commands. The easiest way to issue commands from this environment is to use the XLRrequest program. VB allows you to call an external application from the Call Shell function. Display Push Button In ifix the VB script would contain the following line: Call Shell( XLRrequest UpdateSheet 'Water.Report', vbminimizednofocus) In the above example, the command is embedded in the Call Shell function. You can substitute with any other command. Command Line Execution in DeltaV versions with FIX A Runtask Command can trigger reports that are not executed on a periodic basis, but on an event basis. The Runtask Command may be generated by a display action on a user display. The Runtask Command in the script is issued as follows: RUNTASK XLRrequest Command Param1 Param2 Where: XLRrequest is the name of the execution program. Command is one of supported commands, e.g., UpdateSheet or PrintBook. Param1 is the first parameter the command requires. Param2 is the second parameter the command requires, if any. Note that the double quotes need only be specified if the Runtask command is issued from a display script; the program block requires no double quotes! Display Push Button The Push Button object in the user display can be configured to run a command script if the push button is pressed. The command script supports the Runtask Command (the parameters are described above). An example of a Runtask Command in the pushbutton script follows: RUNTASK XLRrequest UpdateSheet 'Water.Report where a press of the push button causes an UpdateSheet command to be executed. Note the double quotes around the program arguments, which are required in the script language. Axeda WizReport XL /140

93 Wonderware InTouch Overview InTouch provides a number of process data sources to report on. The real time process data and the historically collected data both provide data that is available for reports. This chapter describes the techniques and methods that are provided to you, in order to configure your reports with an InTouch system. InTouch Real Time Data Wonderware InTouch makes real time data available through a built-in direct real time interface. Connection to this server is done using this direct interface. InTouch History Data InTouch provides a classic historian to log historically collected data. The historical data logged by InTouch can easily be retrieved via its History Group connections. The History Group connection allows you to quickly configure a group of tags together with their attributes. In addition, configure the time period over which you would like to see the historical values. When executed, the history group returns a table of values over the configured time span, originating from the start cell of the connection in the report worksheet. Types of data retrieved include: Logged samples and strings. Calculated Values, such as Average, Min, Max, etc. over time intervals. Setting up InTouch for Reporting Configuration Settings In order for to retrieve data from the InTouch historian, the Database Path, the Default Log Path, the Resolution and Wait Time settings must be provided. These are all set in the Configuration program, under the InTouch History group. Axeda WizReport XL /140

94 All the InTouch History settings have been defaulted during installation. To change any setting configured, right-click the setting and select modify to edit it. The DB Path setting requires a path to your project s database. The Default Log path setting requires a path to your history log files. The Resolution setting sets to the number of samples you want the calculation of average, minimum and maximum to include over each interval. The Wait Time setting indicates how long the Collector will wait for the historian to retrieve the data. This time is in seconds. This value should be increased if historical requests do not return data. In addition to the InTouch History settings, under Collector, make sure Unload is set to N. This ensures that the Collector never unloads itself from the system after it has been started. This should be the default setting when installed for an InTouch system. External Programs for Historical Data Access In order to retrieve InTouch history data, 2 programs must be running, histdata.exe and hisintouch.exe. HistData.exe The HistData.exe program is provided by Wonderware as part of the InTouch installation. To start up HistData.exe, select it from the Wonderware program group. It should appear on you Windows taskbar. HisInTouch.exe The HisInTouch.exe program is provided during installation. To start up HisInTouch.exe, open your Windows Explorer and browse your Installation directory. Locate HisInTouch.exe and double-click it. It should now be running. Axeda WizReport XL /140

95 You may want to consider configuring both of these programs to start up as part of your InTouch startup routines. Configuring Reporting for InTouch Real Time Access: Building a Real Time Connection Real Time connections to the InTouch database are configured in the Connection Configurator. Select Real Time as the Source Type. Specify the tag name or click the browse button for Name. The tag browser shows all available tags in InTouch. Note that the InTouch Window Viewer must be running to allow tag browsing. Select your tag and complete the configuration of this connection. History Access: Overview of History Group Connections A history group specifies an area in your report where historical data from multiple tags over a configured time span is retrieved and presented. When executed, the history group provides a two dimensional matrix of tag values across and interval times down. The tag values can be historical aggregates (e.g., average, minimum, maximum, etc.) from one or more tags. The start time, span and intervals within that span are fully configurable. The common features of the History Group are described in the User Reference document. This section describes the features specific to the InTouch History Group. Axeda WizReport XL /140

96 To configure a history group connection, open the Connection Configurator in Excel. Set the Type under the Source section as History Group. Click the browse button for the Name to open the History Group Browser. Either choose an existing group or click New to create a new one. This opens the History Group Configuration. Axeda WizReport XL /140

97 History Access: Configure the Columns Tab Tag Name Selecting a field under the Tag Name column brings up the historical tag browser in which you select your tag. Choose an appropriate tag and click OK. The select tag name is entered in the Tag Name field, and default values for the other fields on this row are provided. Mode The Mode setting defines the type of data that you want to retrieve from the logged data. All data types are calculated over a time interval or series of time intervals. The following Modes are supported: Sample gives you the value at the start of the time period. Average gives you the average value over all the data in the time period. Maximum gives you the maximum value of all data over the Interval. Minimum gives you the minimum value recorded over the Interval. Manual is not supported by InTouch. Accumulate gives you the accumulated total of the Interval samples. Difference gives you the calculated difference between the end value and the start value of the Interval. Axeda WizReport XL /140

98 Accumulate Difference gives you the accumulated total of the difference calculated over the Interval, i.e., the difference between the start of the span and the end of each interval. Columns The following column settings are available: value returns the value of the calculation for the tag. date + value returns both the date stamp and the value of the calculation for the tag. This returns 2 separate columns with the date stamp as the left column and the value as the right column. value + quality returns both the value and the quality of the calculation for the tag. This returns 2 separate columns with the value as the left column and the quality as the right column. date + value + quality returns the date stamp, value and quality of the calculation for the tag. This returns 3 separate columns with the date stamp as the left column, the value as the middle column and the quality as the right column. Connection Check Default to retrieve data from the history files that are specified as the default history path specified in the Configuration program. If you want to retrieve from another location, uncheck the box and specify the path to the history files. Auto Placement The Apply Auto Placement checkbox allows you to automatically adjust the accumulate, difference or accumulated difference values returned by the group so that they match the time frames consistent with the other calculations in the group. History Access: Configure the Time Tab Under the Time tab, enter the Start Time, Span and Interval settings, which define how the historical data retrieval will be performed. Refer to specific details in the User Reference document, in Chapter: Accessing History Data. If you wish to make the Start Date, Start Time, and/or Span variable, in the drop-down list, for either, select Function. By default it uses the DateTime variable {DT000}. You can use any DateTime variable available (DT000-DT019). The values for this variable can now be set from outside the history group, including from a Interactive form or the scheduler. Axeda WizReport XL /140

99 Note that the maximum number of intervals supported is History Access: Variable Configuration You may use the Date/Time functions provided as variables. For Start Time and Span, select Variable to specify a variable. For Start Date specify {DTXXX:Date}, for Start Time specify {DTXXX:Time} and for Span specify {DTXXX:Span} where XXX is a valid Date/Time function. DT000-DT019 is provided. Command Line Execution A StartApp Command in a script can trigger any command that needs to be executed on a demand basis. The StartApp Command may be generated from a display action in a user display. The StartApp Command is issued as follows: StartApp "XLRrequest Command parameter 1 parameter 2 " Where: XLRrequest is the name of the execution program. Refer to the section on Commands in the Reference Guide for more details on the commands. Note the single quotes around the parameters. Display Push Button The Push Button object in the user display can be configured to run a command script if the push button is pressed. The command script supports the StartApp Command, (the parameters are described above). An example of a StartApp Command in the push button script follows: StartApp "XLRrequest UpdateSheet DailyReport.Template Where a press of the push button will cause the worksheet Sheet1 in workbook Book1 to be updated. Troubleshooting Real Time Data If the Real Time connection values are incorrectly reported as 0.0, you may need to change the setting of the parameter Initial Wait in the Configuration program. In the Configuration program, select the Collecter group. Select the Initial Wait setting, rightclick and select Modify. Enter 1000 and click OK. This causes a wait of 1000 ms before the values are read. You may need to experiment with different settings, based on throughput of I/O. History Data If the history connection causes error Err019: Failed to connect to history server to appear, check the following settings. 1. InTouch program Histdata.exe must be running (minimized). If it is not, first shut down the Collector program on the task bar. Then, start the Histdata.exe program and try again. 2. The Default Log Path field must point to the directory where the data files are stored. Verify this. 3. The DB Path field (Intouch project database) must point to the directory where the project is installed. Verify the field in the Configuration program. Axeda WizReport XL /140

100 4. A tag in your history group does not have any historical data collected for over the time period specified or is not set up for historical data collection. 5. The Wait field in the Configuration program may not allow enough time for the history query to complete. Increase the value, which is specified in seconds. Note that queries that span many days may take minutes to complete. If all of these settings appear OK, do the following: 1. Close Excel if it is open. 2. Close the Collector program if it is running. 3. Close HistData.exe. 4. Restart HistData.exe. 5. Start HisInTouch.exe from the Installation directory. 6. Open Excel and attempt to update the report again. Axeda WizReport XL /140

101 Wonderware Industrial SQL Server Overview Industrial SQL Server (InSQL) provides a historical data source to report on. The chapter describes the techniques and methods available to you, in order to configure reports with Industrial SQL Server. Retrieving Data from InSQL There are 2 options available for retrieving data from InSQL. This is done via a History Group connection or through a database query. A description of each is as follows. History Group Connection The History Group connection allows you to quickly configure a group of tags together with their attributes. In addition, configure the time period over which you would like to see the historical values. When executed, the history group returns a table of values over the configured time span, originating from the start cell of the connection in the report worksheet. Types of data retrieved include: Raw values, including textual and discrete values. Summary values configured by InSQL. Calculated values, such as Average, Min, Max, etc. over time intervals. Typically, the History Group easily accommodates the majority of historical reporting requirements. Database Query The Database connection allows you to fully specify each aspect of a query for the database, thus providing you with the utmost flexibility. The built-in query builder makes it easy for you to create the right query, giving you the data view you want. Typically, you would use a database connection for queries that require specific filtering, queries that are too customized for the History Group or queries that include data from an outside database. Another advantage to using a Database query is that you can utilize the Layout features, allowing you full control over every aspect of your report from formatting to data placement to Excel charting and formulas. Axeda WizReport XL /140

102 Setting up InSQL Connecting to Summary Tables from InSQL InSQL provides Summary Tables that you can connect to in order to report on Summary information from data collected in InSQL. In order to access these Summary Tables, you must first configure the Summary Tables within InSQL Console, located within your InSQL program group. For detailed information on how to configure the Summary Tables within InSQL, please see your InSQL documentation. However, here are the most important steps: Configuring the Summary Tables within InSQL From the InSQL program group, select InSQL Console. Select Event Tag, right click and select New Tag. This invokes the New Event wizard where you configure all the settings for the Event. Set a Name for your event. Since this Event is summary calculations, you may want to set something that reflects this, leave the other settings default. Press Next. Set the Detector Type to Schedule. Set the Frequency. For example, if you wanted the Summary event to happen at midnight every day, set the Frequency to Daily and the Hour and Minute to 0. Then, click Next. Set the Action Type to Summary. Axeda WizReport XL /140

103 Click Add to add the summary calculations you want this event to perform. The available summary calculations are: AVG Average MIN Minimum MAX Maximum SUM Totaled Sum For each calculation type set, select it and click Tags to configure the selected calculation for the tags you would like to perform this calculation on. Note that if you want 4 calculations performed on a tag, you have to add it 4 times, once for each selected calculation. Configuring Reporting for InSQL History Access: A Primer on Database Connections The database connection allows you access to OLE DB databases such as InSQL. The InSQL server provides many tables from which you can query data for your reports. Typically, you can retrieve all data for your report via the History Group, it accesses the proper table of InSQL for the type of group selected and requires you to configure no SQL. If you wish to configure a query directly to the InSQL server, most likely you will query the v_history view. This view contains the date and time stamps, tag names and values of the stored data. For more information on the tables available in InSQL, please see the Industrial SQL Server documentation. In the Reference Guide, refer to Chapter Accessing a Relational Database, for detailed information on the use of the Database connection. Considerations for Configuring a Database Query You can query sampled values out of the v_history view of InSQL. When doing so, you must set a number of filters including wwretrievalmode, wwrowcount or wwresolution, wwtimedeadband and wwvaluedeadband. A typical query to InSQL is: SELECT v_history.datetime, v_history.tagname,v_history.value FROM v_history WHERE v_history.tagname IN ( ProdLevel, ReactLevel, ReactTemp ) AND v_history.datetime >= '2/11/04 00:00:00' AND v_history.timestamp < '2/12/04 00:00:00' AND wwretrievalmode = Cyclic AND wwresolution = ORDER BY v_history.datetime ASC This query retrieves the hourly samples for ProdLevelk, ReactoLevel and ReactoTemp over a day. The following table shows the result of each Retrieval Mode, Resolution and Row Count setting in combination. If you want The data records for the specified tags over the specified time interval, with time stamps that are Rows Spaced every Number of Rows Retrieval Mode N ms Uncheck CYCLIC Axeda WizReport XL /140

104 exactly N ms apart. A total of N evenly spaced data records for the specified tags over the specified time interval. All sampled data records that changed by more than X % for the specified tags over the specified time interval. All sampled data records that changed by more than X % for the specified tags over the specified time interval, where a row count (first N rows) is applied. All sampled data records which date stamp changed by more than Y ms for the specified tags over the specified time interval. Uncheck N CYCLIC Uncheck DELTA, specify a value db of X % Uncheck N DELTA, specify a value db of X % Uncheck DELTA, specify a time db of Y ms N = numeric value. The following InSQL User Stored Procedures can be set from the Advanced Settings for InSQL: ww_settimedeadband Controls the time resolution of data returned in delta (exception) mode. Any changes that occur within the time deadband (in milliseconds) will not be returned. ww_setvaluedeadband Controls the value resolution of data returned in delta (exception) mode. Any data values that change less than the specified deadband will not be returned. The value is a percentage of the tag s full scale engineering units. ww_setedgedetection Returns a set of values that can be used to trigger events. ww_setanalogcyclic Specifies to query analog data cyclically or by exception (delta). ww_setrowcount A row count determines the number of rows to be retrieved from any of the InSQL history tables. ww_setresolution Sets the resolution, or sampling interval, in milliseconds, for retrieving data in any of the InSQL analog and discrete history tables. Connecting to the InSQL Server To connect to the InSQL server in the Database Query Builder, under the Setup tab, click New Connect. This opens the Data Link Properties Window. There are two distinct methods for connecting to the InSQL server. You can either connect using the SQL Server OLE-DB provider from Microsoft, or if you have a Data Source Name (DSN) configured that already connects to the InSQL server, you can use the Microsoft OLE DB Provider for ODBC Drivers and specify the DSN when prompted to. The following describes the first method. Axeda WizReport XL /140

105 Under OLE DB Provider(s), select the Microsoft OLE DB Provider for SQL Server. Click Next. In the Connection tab, for Select or enter a server name, specify the name of your InSQL server. Specify the User name and Password and check Allow saving password. Click Test Connection to make sure you can successfully connect to your server. Click OK. Axeda WizReport XL /140

106 All the tables available in your InSQL server are now listed allowing you to select and configure a query. History Access: Overview of History Group Connections Please refer to the Chapter on Accessing History Data in the Reference Guide for information on History Groups and their common settings. This section describes the settings that are specific to InSQL. To configure a history group connection using InSQL, open the Connection Configurator. Change the Type under the Source section to History Group. For the Name, click the browse button to open the History Group Browser. Either choose an existing group or click New to create a new one. The New selection opens the History Group Selection window. Axeda WizReport XL /140

107 A few different group types are supported to retrieve data from InSQL: 5. Live Values. This group retrieves the most current sample values collected by InSQL Server. This group type is used when you need real time values in the report, there is no access to the real time data source that InSQL is collecting from. 6. Raw Text. This group type retrieves the raw text values stored in the InSQL database. This group type is used when you want to retrieve just text values. This is only supported for InSQL version Raw Discrete. This group type retrieves the raw discrete values stored in the InSQL database. This is only supported for InSQL version 7.0 as in version 8.0 you can use a Raw Values history group type to retrieve raw discrete values. 8. Raw Values. This group type retrieves the raw values stored in the InSQL database. This group type is used when you want to retrieve the exact samples as stored in the database. 9. Calculated Values. This group allows you to choose from a variety of calculations performed on the data samples over specified intervals. For instance, you can retrieve the average values over each hour in the day. 10. Summary Values. This group retrieves the summary values configured to log in the InSQL summary tables. Select the group type desired and the History Group Configuration window is shown. The History Group Configuration window consists of multiple tabs containing all the necessary settings to retrieve data out of InSQL. The tabs are Setup, Columns, Time, Filter and Order. History Access: Configure the History Group Setup Tab On the Setup tab you define the settings to connect to InSQL. Axeda WizReport XL /140

108 Click the Connect button open the Data Link Properties window. Here, you specify all the settings in order to connect to your InSQL database. Under the Provider tab, select Microsoft OLE DB Provider for SQL Server as you OLE DB Provider. Click Next. Axeda WizReport XL /140

109 Under the Connection tab, first specify the server name where your InSQL server is located. A drop-down list is provided that lists all the available servers on your system. Next, select Use a specific user name and password, then specify the User name and Password to connect to your InSQL server. Make sure you check Allow saving password. Click Test Connection to make sure you can connect to your InSQL server. If the test is successful, click OK to connect to your server and return to the Setup tab. Click the View Connect button to view the configured connection string. Under the Tables Used section, all the tables from the InSQL server required for the history group are listed. History Access: Configure the Columns Tab The Columns tab is where you configure the tags and the type of data you would like to retrieve for the selected tags. Axeda WizReport XL /140

110 To configure a tag for the group, select an available row under the Tag Name column in the Selected Columns table. This opens the InSQL tag browser. All tags configured for InSQL are available to you. For Filter, select the type of tags you wish to see (All, InTouch System, InSQL System, Analog or Discrete) and click Refresh. All the tags of that type are now listed. In addition, you can uncheck Filter on type and specify an alphanumeric filter to produce the list of tags you wish to browse. Choose an appropriate tag and select OK. The select tag name is entered in the Tag Name field, and default values for the other fields on this row are provided. In addition, a cell reference, such as $A$1 may be entered. Also a variable, such as {RG001}, is supported. Next, for Calculated Values and Summary Values, choose the Mode or Type for the tag. For other group types, you may skip this section. Axeda WizReport XL /140

111 The Mode setting defines the type of data that you want to retrieve. For Calculated Values, InSQL supports the following Modes: Average gives you an arithmetic mean of all sample values over the interval. Minimum gives you the lowest value recorded over the interval. Maximum gives you the highest value recorded over the interval. Total gives you the sum of all sample values over the interval. Standard Deviation gives you the square root of the arithmetic mean of deviations from the arithmetic mean of all the values over the interval. Variance gives you the square of the Standard Deviation. Good Count gives you the number of records over the interval, where the status indicates that the value is good. Bad Count gives you the number of records over the interval, where the status indicates that the value is bad. For Summary Values, InSQL supports the following Types as configured as part of the Summary Table setup with InSQL: AVG MIN MAX SUM Heading For every History Group type, you can configure a Heading. The Heading, when enabled through Custom Headings, appears as the top row of returned values. This can be hard-coded text, a cell reference such as $A$1 or as a variable like {RG000}. History Access: Configure the Time Tab On the Time tab, enter the Start Date, End Date and Interval as described in the Reference Guide. Axeda WizReport XL /140

112 History Access: Configure the Retrieval Tab The Retrieval tab allows you to specify how much data you want to retrieve. There are two distinct methods of retrieving data from InSQL, Cyclic Retrieval and Delta Retrieval. They are described as follows: Cyclic Retrieval Retrieving values in Cyclic mode means that you want rows returned at equal time intervals. In Cyclic Retrieval mode you can specify either Value spaced every or Number of values. Value spaced every This allows you to specify a time resolution for the returned values. You can specify the number of seconds, minutes, hours, days or weeks as your interval. The time resolution you configure here is divided into the total timeframe you specified in the Time tab to produce the data returned. For example, if your timeframe is one day and you specify Values spaced every 1 hour as your Cyclic retrieval, the values returned are the values recorded for every hour of the day. Number of values This allows you to specify the exact number of values to return. The number of values you configure here is divided into the total timeframe you specified in the Time tab to produce the Axeda WizReport XL /140

113 data returned. For example, if your timeframe is one day and you specify Number of values 24 as your Cyclic retrieval, the values returned are the values recorded for every hour of the day. Delta Retrieval Retrieving values in Delta mode means that you want rows returned whenever the value changes. In Delta Retrieval mode you can specify some settings to reduce the number of values returned. Limit to rows This setting limits the total number of rows returned by the group. If this is set to 0, there is not limit set. Time Deadband This setting limits the total number of rows returned by only returning records where the date stamp has changed by more than what has been specified. This setting is in milliseconds. Value Deadband This setting limits the total number of rows returned by only returning records where the value has changed by more than the percentage specified. Retrieval Settings for Raw Values and Raw Text For Raw Values and Raw Text history groups the retrieval settings configured define the exact amount of data returned by the history group for each tag selected. Retrieval Settings for Calculated Values For Calculated Values history groups, the retrieval settings configured define the amount of data that is used for each calculation for each tag configured. History Access: Configure the Filter Tab The Filter tab for InSQL History Groups is available for Raw Value, Raw Text and Calculated Value history groups. Axeda WizReport XL /140

114 Here, you can specify filtering to limit the number of records returned in the group. There are two different filters you can set, the Value Filter and the Quality Filter plus you can specify how these filters affect the returned data. Value Filter When setting a Value Filter, the first thing you must determine is whether the values filtered are numeric values or text values. Select the appropriate option. Once you have made this determination, you can configure up to 2 conditions for the value filter. The conditions can be Anded or Ored together. For example, if you only wanted numeric values that were greater than 50 and less than 100, set Condition 1 to > 50, set And and then set Condition 2 to < 100. By checking Exclude NULL values, you can eliminate any null values that may be returned. Quality Filter The Quality Filter allows you to extract values of the quality you are looking for. Quality can be Good, Bad or Doubtful. In addition, you can set the condition to equals ( = ) or not equals ( <> ) to give you total flexibility for your quality filter. Returned Data The Returned data when above conditions are setting allows you to specify Edge Detection for the InSQL query. The choices are: First True Only the rows returned are those that are the first to successfully meet the criteria specified. No Longer True Only the rows returned are those that are the last to successfully meet the criteria specified. True All the rows that successfully meet the criteria specify are returned. First True or No Longer True The rows returned are those that are the first and the last to successfully meet the criteria specified. History Access: Previewing the History Group Once you have specified all the settings for the History Group, you can preview the data that the History Group returns. Click Preview to do this. Axeda WizReport XL /140

115 The Preview window appears showing you the exact results of the History Group configured. Click OK to return to the History Group Configuration. History Access: Completing the History Group Once you have configured all the settings and have named the history group, click OK to save it. The newly configured history group appears in the list selected. Click OK again to return to the Connection Configurator. The history group appears as the Source Name. Axeda WizReport XL /140

116 History Access: Cell-based and Variable Configuration The InSQL History Group supports cell references and variables in the following: Tag Names in the Columns tab for all History Groups. Headings in the Columns tab for all History Groups. Start Date in the Time tab. Start Time in the Time tab. End Date in the Time tab. End Time in the Time tab. Any the value for Condition 1 and Condition 2 in the Filter tab. A cell reference can appear as $A$1, applying to cell A1 the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. In addition, the Iterator may be used for any cell reference. For more information on the Iterator, please see Accessing a History Server in the User Reference. If you are using Excel cell values for the Start Date or the End Date please note that they should be in the format MM/DD/YY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be MM/DD/YY hh:mm:ss where again all digits are zero padded. A variable should appear {RGXXX}, where XXX is the number of the register you would like to use. RG000-RG099 is available. For Start Date, Start Time, End Date and End Time, select Variable and specify the variables you would like to use. History Access: Querying a List of Tags The following demonstrates configuring a query to get the list of tags from the InSQL server. 1. Click New. Select a Standard Query. This will open the Database Query Builder. 2. Set the Name to qrydistincttagname. 3. Under the Setup tab, click New Connect. This will open the Data Link Properties window. 4. For OLE DB Provider(s), select Microsoft OLE DB Provider for SQL Server. Click Next. Axeda WizReport XL /140

117 5. Under Select or enter a server name, select the server where your InSQL resides. Specify the User name and Password to connect to the server and check Allow saving password. 6. Click Test Connection. You should get a message telling you the test was successful. 7. Click OK and return the Database Query Builder. 8. Select the Tag table and add it to the Selected Tables/View list. 9. Under Selected Tables/View, change the Type from ALL to DISTINCT. Axeda WizReport XL /140

118 10. Select the Columns tab. 11. Under Available Columns, expand Tag, select TagName and click the left arrow to add Tag.TagName to the Selected Columns list. 12. These are all the settings we need for this query. Select the SQL tab. This query will select all the distinct tag names from the Tag table. Axeda WizReport XL /140

119 13. Click OK to save this query. Axeda WizReport XL /140

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121 OPC Servers Overview OLE for Process Control (OPC) is a standard inter-application communication protocol built into Microsoft Windows operating systems. OPC takes data from one application and gives it to another application. It allows Windows NT programs that support OPC to exchange data between themselves. An OPC server is a program that has access to data and can provide that data to other Windows NT programs. Rockwell Software s RSLinx-OEM is an example of an OPC Server. An OPC client is a program that can obtain data from a server. The Collector is an example of an OPC client. Applications using OPC do not care what kind of data they are getting. All they know is there is an OPC link, and that link is providing data. What that data is and how it will be used is immaterial to the receiving application. Retrieval from multiple servers concurrently is supported. The tag browser allows you to configure: 4. The node name where the server resides. 5. The OPC server name. 6. The tag name. OPC Tag Names OPC tag names consist of a node (if the tag is from a remote node), an OPC Server and the tag itself, which may have a tiered structure depending on the Server it comes from. These tiers may represent the application, the PLC name, the topic and the item. The format of this OPC tag name is: <<Node>><Server>Tag where the Node is not required if the server is on the local machine. In the Connection Configurator, the tag name itself appears when you select a tag for the Name field. Hover over that tag name with your mouse and a tool tip appears showing you the full name of the tag, complete in the format shown above, e.g., <<MyRemoteNode>><Matrikon.OPC.Simulation.1>Random.Boolean. In the Schedule Designer, the full syntax of the tag is shown. Axeda WizReport XL /140

122 It is very important to understand the syntax of the OPC tag names if you need to manually enter any tag names. OPC Tag Browser The Tag Browser lets you conveniently select a tag from the server database, provided that the server supports tag browsing. If the server does not support tag browsing, you can manually enter the tag name. The Tag Browser can be used from all places where tag names are selected from the database. Next to the tag name field is a browse button. Click this to see the Tag Browser display. The tag browser defaults to the local node. If you want to browse tags on another node, uncheck the Local box, and type the name of the node, followed by selecting the Connect button. Select the name of the OPC server, and the tags of the server will be displayed. Some servers require you to select a category or topic first before showing the tags. Select the tag name of choice, and it will be entered in the configuration. Remote Connections Remote Connection to an OPC Server requires DCOM to allow the connection. The following guidelines show you how to open up connections for the Everyone Account on a Windows XP system. After the connections have been established, you may refine the settings to just allow certain accounts to communicate: On the OPC Server station allow DCOM connection in the XP-Service Pack 2 by enabling DCOM in the Windows Firewall Setting in the Control Panel. If a port needs to be added, use port number 135 as default. Axeda WizReport XL /140

123 Run DCOMCNFG on the server. Open up Component Services, Computers and select My Computer. Make sure that DCOM is enabled under My Computer, Properties, tab Default Properties and that the Default Authentication Level is set to Connect. Under tab COM Security, add accounts Everyone, Network, Interactive, System (if not set) to the Launch Permission and Access Permission Defaults. Select OK. Under My Computer, select DCOM Config. In the open folder, select program OPCEnum. Select its properties. On tab General, set the Authentication Level to Default. Select the tab named Security. Under Launch and Activation Permissions, select Default and do the same for the Access Permissions and the Configuration Permissions. Select OK. On tab Identity, select The interactive user. Select OK. In the list of programs, select the name of the OPC Server. Select its Properties. On tab General, set the Authentication Level to Connect. Select tab Security. Under Launch and Activation Permissions, select Default. Do the same for the Access Permissions and the Configuration Permissions. On tab Identity, select The interactive user. Select OK. Close DCOMCNFG. On the client machine, use Windows to map a drive to the server machine. This opens up communication between the client and server machines. You need to reboot your system to make these DCOM settings active. On a Windows 2000 system, DCOMCNFG is slightly different: Run DCOMCNFG on the server. Make sure that DCOM is enabled on tab Default Properties and that the Default Authentication Level is set to Connect. On tab Default Security, add account Everyone to the Launch Permission and Access Permission Defaults (They should have at least: Interactive, Network, System and Everyone). Select OK. Select tab Applications. In the list of programs, select program OPCEnum. Select its Properties. On tab General, set the Authentication Level to Default. Select the tab named Security. Under Launch and Activation Permissions, select Default. Do the same for the Access Permissions and the Configuration Permissions. On tab Identity, select The interactive user. Select OK. In the list of programs, select the name of the OPC Server you wish to connect to. Select its Properties. On tab General, set the Authentication Level to Connect. Select tab Security. Under Launch and Activation Permissions, select Default. Do the same for the Access Permissions and the Configuration Permissions. On tab Identity, select The interactive user. Select OK. Close DCOMCNFG. On the client machine, use Windows to map a drive to the server machine. This opens up communication between the client and server machines. You need to reboot your system to make these DCOM settings active. Start of the Scheduler The Report Scheduler (program XLRSchedule.exe) can be included in the start up folder to be started automatically. Axeda WizReport XL /140

124 Alternatively, the scheduler can start automatically as a service. In the Schedule Designer select Scheduler, Options on the menu bar. Check the Install as Service box and specify the Account Name and Password for the account the Scheduler should run under. Use the same account in which you developed and tested. The start up of the scheduler should be delayed to allow a large database to fully initialize. In the Schedule Designer program you can enable the start up delay under OPTIONS on the menu bar. Axeda WizReport XL /140

125 Server Guide WizReport X OPC-HDA Servers Overview An OPC-HDA server is a program that has access to historical data and can provide that data to other Windows programs. Canary Labs Trend Historian and Matrikon s Desktop Historian are examples of OPC-HDA servers. An OPC-HDA client is a program that can obtain historical data from a server. The Collector is an OPC-HDA client. Data from multiple OPC-HDA servers can be retrieved with a single license. This chapter describes the techniques and methods that are provided to you in order to configure your reports with an OPC-HDA server. Retrieving Data from an OPC-HDA Server The History group is provided in order to retrieve data from your OPC-HDA server. The History Group connection allows you to quickly configure a group of tags together with their attributes. In addition, configure the time period over which you would like to see the historical values. When executed, the history group returns a table of values over the configured time span, originating from the start cell of the connection in the report worksheet. Types of data retrieved include: Raw values. Interpolated sample values. Calculated values, such as Average, Min, Max, etc. over time intervals. Configuring for an OPC-HDA Server History Access: Overview of History Group Connections A history group specifies an area in your report where historical data from multiple tags over a configured time span is retrieved and presented. When executed, the history group provides a two dimensional matrix of tag values across and interval times down. Axeda WizReport XL /140

126 Server Guide WizReport X The tag values can be historical aggregates (e.g., average, minimum, maximum, etc.) from one or more tags. The start and end time, and intervals within the timeframe are fully configurable. The common features of the History Group are described in the User Reference document. This section describes History Group features specific to the OPC-HDA History Group. History Access: Starting the History Group To configure a history group connection, open the Connection Configurator in Excel. Under the Source section, set the Type to History Group. Click the browse button for the Name to open the History Group Browser. Choose either an existing group and click Modify or click New to create a new one. This opens the History Group Configuration window. When selecting New, you are presented with the types of History Groups supported for OPC-HDA servers: Axeda WizReport XL /140

127 Server Guide WizReport X 11. Raw Values. This group type retrieves the raw values stored in the OPC-HDA server. Use the group type to retrieve the exact samples that are stored in the server. 12. Sampled Values. This group type retrieves interpolated values at specified intervals. 13. Calculated Values. This group allows you to choose from a variety of calculations performed on the data samples over specified intervals. For instance, you can retrieve the average values over each hour in the day. Calculated values are very useful for generating summaries. Select the group type desired and the History Group Configuration window is shown. The History Group Configuration window consists of multiple tabs containing all the necessary settings to retrieve data out of OPC-HDA server. The tabs are Setup, Columns and Time. History Access: Configure the History Group Setup Tab The Setup tab is where you connect to your specific OPC-HDA server. The following settings are required: Server Name The Server Name setting requires the specific OPC-HDA server you wish to connect to. Click the browse button to see a list of available servers. Axeda WizReport XL /140

128 Server Guide WizReport X Select the server you want and click OK. That server appears as the Server Name. Node Name If you wish to connect an OPC-HDA server on a remote node, specify it as the Node Name. If you are connecting to a server on your local machine, leave Node Name blank. Connect Once you have specified the settings, click the Connect button to connect to the server. Axeda WizReport XL /140

129 Server Guide WizReport X If the connection cannot be established, review the DCOM settings. In the OPC Server Chapter of this manual you can find a detailed description of DCOM configuration in the Remote Connection section. History Access: Configure the Columns Tab Tag Name Selecting a field under the Tag Name column brings up the OPC-HDA tag browser in which you select your tag(s) from the selected server. Choose an appropriate tag and click OK. The select tag name is entered in the Tag Name field, and default values for the other fields on this row are provided. In addition, a cell reference, such as $A$1, or a variable, such as {RG001}, may be entered. Mode The Mode column appears for both Sampled values and Calculated values history groups. Axeda WizReport XL /140

130 Server Guide WizReport X The Mode setting defines the type of data that you want to retrieve from the logged data. All data types are calculated over a time interval or series of time intervals. For Sampled values, Mode defaults to interpolated. For Calculated values, Mode defaults to average. The following Modes are supported: interpolated the interpolated value at the given interval. average adds up the values of all good raw data in a given interval and divides the sum by the number of good values. maximum the maximum value good raw value within the interval. time of maximum the time the maximum value occurred within the interval. minimum the minimum value good raw value within the interval. time of minimum the time the minimum value occurred within the interval. range the difference between the maximum and minimum values within the interval. standard dev. the calculated standard deviation of all the good values in the interval. variance the calculated square of the deviation. total the time weighted average time the interval length in seconds. count a count of all the raw values within an interval that are good quality. average (raw) adds up the values of all good raw data in a given interval and divides the sum by the number of good values. start value the first raw value within the interval. end value the last raw value within the interval. delta value the difference between the earliest and latest good raw sample in an interval. regression slope The method used to determine this is server dependent. regression constant - The method used to determine this is server dependent. regression dev. The method used to determine this is server dependent. annotation count a count of all the annotations within an interval. duration good the total amount of time (in seconds) of good values within an interval. Axeda WizReport XL /140

131 Server Guide WizReport X duration bad - the total amount of time (in seconds) of good values within an interval. percentage good the percentage of duration good divided by the length of the interval. percentage bad - the percentage of duration bad divided by the length of the interval. worst quality the worst quality of the raw values in the interval. Please note that your server may or may not support all of these available modes. Please see your specific OPC-HDA server documentation for details on which calculation modes are available. Adjusting the Mode List Because not all OPC-HDA servers support all the available calculation modes, you can configure a list of supported calculation modes specific to your server. To do so, you must do the following: 1. Open the file opchdaconfig.ini in Notepad. This file is located in your Installation directory. 2. Select [Generic.OPCHDA] and all the aggregates listed under it and copy it to the clipboard. 3. At the bottom of the file, paste the contents of the clipboard. 4. Replace Generic.OPCHDA with the exact server name of your specific OPC-HDA server. Axeda WizReport XL /140

132 Server Guide WizReport X 5. Underneath your server name, remove any aggregates that are not supported by your server. 6. Renumber the aggregate list so that it is sequential. 7. Save opchdaconfig.ini and exit. The list of calculation modes for the server should now reflect the content of the list. Columns Under Columns, you can specify any additional columns to include in the History Group. These columns include: None Only the values are retrieved for each tag. Timestamp on first column The timestamp and value are retrieved for the first tag. For all other tags, the value is retrieved. Timestamp on all columns The timestamp and value are retrieved for every tag selected. Timestamp, quality on all columns The timestamp, value and quality are retrieved for every tag selected. Timestamps on Calculated Values For Calculated Value groups, the timestamp returned reflects the start of each interval. For example, if you request 15 minute calculations from 11:00:00 AM to 12:00:00 PM, the history group returns: Timestamp Tag1 Tag2 Tag3 11:00: :15: :30: :45: Where the timestamp 11:00:00 represents the calculated values between 11:00:00 and 11:15:00 and so on. Axeda WizReport XL /140

133 Server Guide WizReport X History Access: Configure the Time Tab Under the Time tab, enter the Time Period and Interval settings, which define how the historical data retrieval is performed. Refer to specific details in the User Reference document, in Chapter: Accessing History Data. Retrieving Raw Values When retrieving raw values, the values are returned where the timestamp >= Start Time and timestamp < End Time. For example, if you request the raw values between 11:00:00 AM and 12:00:00 PM, the value collected at 11:00:00 AM is returned, but the value collected at 12:00:00 PM is not. History Access: Cell-based and Variable Configuration The OPC-HDA History Group supports cell references and variables in the following: Tag Names in the Columns tab. Headings in the Columns tab Start Date in the Time tab. Start Time in the Time tab. End Date in the Time tab. End Time in the Time tab. A cell reference can appear as $A$1, applying to cell A1 the current active worksheet or as Input!$A$1 applying to cell A1 of the Input worksheet. In addition, the Iterator may be used for any cell reference. For more information on the Iterator, please see Accessing a History Server in the User Reference. If you are using Excel cell values for the Start Date or the End Date please note that they should be in the format MM/DD/YY, where all the digits are zero padded. If you are using the same cell for both Date and Time, the format of the cell should be MM/DD/YY hh:mm:ss where again all digits are zero padded. A variable should appear {RGXXX}, where XXX is the number of the register you would like to use. RG000-RG099 is available. For Start Date, Start Time, End Date and End Time, select Variable and specify the variables you would like to use. Axeda WizReport XL /140

134 Server Guide WizReport X History Access: Previewing the History Group Once you have specified all the settings for the History Group, you can preview the data that the History Group returns. Click Preview to do this. The Preview window appears showing you the exact results of the History Group configured. Click OK to return to the History Group Configuration. History Access: Completing the History Group Once you have configured all the settings and have named the history group, click OK to save it. The newly configured history group appears in the list selected. Click OK again to return to the Connection Configurator. The history group appears as the Source Name. Remote Connections Remote Connection to an OPCHDA Server requires DCOM to allow the connection. Please review the Remote Connections section in the OPC Chapter for guidance on settings. Axeda WizReport XL /140

135 Server Guide WizReport X Ci Technologies Citect Overview Interfacing with Ci Technologies Citect is done through OLE for Process Control (OPC), a standard inter-application communication protocol. OPC takes data from one application and gives it to another application. It allows Windows NT programs that support OPC to exchange data between themselves. An OPC server is a program that has access to data and can provide that data to other Windows NT programs. Citect is an example of an OPC Server. An OPC client is a program that can obtain data from a server. The Collector is an example of an OPC client. By specifying an application, topic, and item, a client application can exchange data with a server application. You first configure the OPC server that the report forms will retrieve values from. After you have defined the OPC server name, you can use the OPC tag browser to select your Tag IDs from the server. Accessing a remote Citect OPC Server You can access a remote Citect OPC server across a network from a non-citect computer to design and generate reports. This allows you to run on an office node, while Citect is installed on a node on the plant floor. The connection is established across the network, using Microsoft s DCOM. You can run on the client computer. Remote tag browsing and remote data access is supported. Axeda WizReport XL /140

136 Server Guide WizReport X Note that the first time after a reboot it may take up to 30 seconds to establish the link between the client and the server. From then on the connection is fast. Citect Tag Names Tag names can be entered manually in the Tag field, or easier, can be entered by clicking on the browse button, which provides the tag browser. Citect Tag Browser The Tag Browser lets you conveniently select a tag from the server database. The tag browser can be used from all places where tag names are selected from the database. In the tag browser you select the node name first. If not on the local node, type in the node where the Citect system is installed, otherwise leave the check box on Local. Then select the server name as Citect.OPC. This presents you with the tag names in the Citect database. You can also type in the tag name field in the display from which you called the tag browser dialog. Start of the Scheduler The Report Scheduler (program XLRSchedule.exe) can be included in the start up folder to be started automatically. The start up of the scheduler should be delayed to allow a large database to fully initialize. In the Schedule Designer program you can enable the start up delay under OPTIONS on the menu bar. Command Execution Commands that need to be executed on a demand basis, can be triggered by an Exec function in a script. The Exec function may be generated from a display action in a user display. The Exec function is issued as follows: Exec("XLRrequest Command parameter 1 parameter 2 ") Where XLRrequest is the name of the execution program. Refer to the section on Commands in the Reference Guide for more details on the commands. Axeda WizReport XL /140

137 Server Guide WizReport X Note the single quotes around the parameters. Display Push Button The Push Button object in the user display can be configured to run a function script if the push button is pressed. The function script supports the Exec command, (the parameters are described above). An example of an Exec function in the push button script follows: Exec("XLRrequest UpdateSheet Book1.Sheet1 ) Where a press of the push button will cause the worksheet Sheet1 in workbook Book1 to be updated. Axeda WizReport XL /140

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139 Intech Instruments MicroScan 2000 Overview This chapter describes features specific to Intech Instuments' MicroScan MicroScan Settings In order to retrieve tag names and values from MicroScan's tag database, the Tag Monitor must be running. To set the Tag Monitor to run automatically when MicroScan is started, open MicroScan's Setup Manager. In the Setup Manager, select System Setup. This will open the System Settings dialog. Under the Accessories section, select the Tag Monitor accessory. Tag Monitor should appear with an X in its checkbox. Click OK to close the System Settings dialog and start MicroScan. MicroScan Tag Names A MicroScan tag name consists of a tag number and a tag name. Tags appear in the following manner: Tag Number - Tag Name (e.g., 1 - Pipe Pressure) The tag number refers to the number of the tag in Micro Scan's tag database and the tag name refers to the name corresponding with that number. Tag Browser The Tag Browser provides the ability to conveniently select a tag from the tag database. The Tag Browser can be used from all the places where tag names are needed by utilizing the browse button provided. Axeda WizReport XL /140