Incuity Trend and XY Plotter

Transcription

1 Incuity Trend and XY Plotter

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3 Table Of Contents Trend...1 Overview of Trend...2 Highlighting the Active Trace...8 Using Cursors...10 Rubberband Zooming...12 Controlling the Axes Behavior...13 Using Shapes...19 Synchronizing Trends and XY Plots...23 Using Background Graphics...27 Data Retrieval Options...28 Plotting Discrete Tags...34 Using Time Periods...36 Viewing and Exporting Trend and XY Plotter Data...39 Viewing Trace Statistics...41 Shifting Time Along the Axes...42 Capturing Trend Images...42 Importing ActiveFactory Trend Definitions...43 XY Plotter...45 Overview of XY Plotter...46 Highlighting the Active Trace...51 Using Cursors...53 Rubberband Zooming...55 Controlling the Axes Behavior...57 Overlay Axes (default)...57 Layer Mode...59 Stack Axes...60 Flip Axes...61 Transpose Axes - XY Plotter...61 Using Shapes...62 Creating Shapes...62 Removing Shapes...63 Editing Shapes...64 Show Outside Points...65 Saving Shapes...65 iii

4 Incuity Trend and XY Plotter Synchronizing Trends and XY Plots...66 Enabling Time Period Synchronization...66 When Time Periods are Synchronized...66 Example of Synchronization...66 Using Background Graphics...69 Data Retrieval Options...71 Settings tab...72 Multiple Time Periods: Using Batches in XY Plotter...77 Creating a Batch...77 Switching between Batches...78 Saving a Batch...79 Using Scaled Images...79 Open the Add Scaled Image dialog...79 Type or navigate to the selected image...80 Associate Tags with the Scaled Image...82 Determine scale of the Axes...82 Viewing Trace Statistics...83 Viewing and Exporting Trend and XY Plotter Data...84 Capturing Trend Images...86 Common Trend and XY Plotter Features...87 Setting Application Properties...87 Saving, Opening and Publishing...96 Using XY Plotter Outside of the Incuity Portal iv

5 Trend Multiple, stackable traces and floating axes are just a few of the powerful features of Trend. Trend is a client application that runs in an Internet Browser and allows you to query data and plot them on a graphical display. Trend relies on the Incuity Server to present data from multiple sources in an orderly fashion, allowing you to navigate to specific data, and then plot that data. Trend: Allows users to see the values of tags over an historical period of time, over a pre-set period of time, and in real time. Allows Users to easily identify the boundaries that define normal conditions for a trace, by employing user-defined shapes. Can determine that the value of a tag is outside of a defined boundary. Can display and compare multiple tags concurrently. Trends can be saved as time-periods, or batches, and used to compare trends over different time periods. Once you have selected a tag, or multiple tags, you can manipulate the data in a graph in a variety of ways, including panning, zooming, and scaling. Trend graphs and their associated data can be printed so that the data can by analyzed away from the client machine. You can customize any graph by configuring display options, and set general options for use with all graphs. Before this client application can be used to query tag information from the database, the Incuity server must be running and you must have access to the server. For information on how to install and use this application please see Installing Incuity Software. 1

6 Incuity Trend and XY Plotter Overview of Trend The Trend application has five main user areas: Tool Bar Plot Surface Model Browser (Selecting Tags) Time Bar Trace List Tool Bar The Trend Tool Bar provides tool tips to describe tool actions. Plot Surface The plot surface itself has many attributes, such as the ability to move the axes, stack traces and display background graphics. A right click on the plot surface will bring up a sub menu which allows you to manage time-periods, axes, and to adjust trace properties. 2

7 XY Plotter Trend Plot Surface The axes can be moved into the plot surface to highlight specific data Properties of the plot surface, traces and axes can be customized Multiple traces can be displayed at one time Multiple windows can host multiple time-periods and each time-period can be comprised of multiple traces Traces can be "batched" which provides a way to compare traces over two or more different time-periods Right-clicking on the plot surface brings up a context menu for quickly accessing Trend features. Model Browser - Selecting Tags The Model Browser is a common component of Incuity. It facilitates navigating the data repositories via a tree structure, helping you drill down to the source of your data. You can drag tags and saved traces onto the plot surface from the Model Tree or the Item List. see The Model Browser. When selecting tags that are being stored in an Incuity Storage handler, be sure to select the tags from the Connector Node in the Model Browser, and not from the Storage server node. See Data Retrieval for Stored Tags 3

8 Incuity Trend and XY Plotter To select a tag or Trend, navigate to it and then click the item and press enter, double click the item or grab the item and drag it onto the plot surface. Screen tips will indicate where you can and cannot drop an item. In this picture you can see that All Analog Tags is chosen in the Model Browser Tree. The Item List pane displays all tags available for the selection. If a saved Trend definition file was selected in the browser Tree, you could drag it onto the plot surface. You can drag items from the Item List Pane onto the plot surface. Use conventional Microsoft shortcut keys to select multiple items. Tell more. Microsoft Shortcut Keys for selecting Tags: Ctrl-click to select non-adjacent tags. Shift-Click to select adjacent tags. Notice that the Trace List at the bottom of the plot surface 4

9 XY Plotter displays all tags and details for tags currently displayed on the plot surface. When using drag and drop, be sure to point your mouse over the text of the name of the tag to ensure that the mouse actually grabs the tag. It is a known issue that grabbing anywhere except in the tag name will not initiate a drag action. Time Bar Trend displays the value of a tag over a period of time and/or in real time. The X axis of Trend always represents time. The time period plotted is changed using the Time-Period Selector. There are two time modes: Absolute and Relative. In Absolute mode, the user selects specific dates and times for the start and end of the time period. In Relative mode, the user selects a typical time period from a drop down box, such as the Last 5 minutes, or Last 1 hour. When a trace saved in Relative mode is opened and redrawn, it will retrieve data relative to the present time. Only traces in Absolute mode can be viewed as Live data; its data is constantly updated in real time. The Time-Period Selector at the top of the plot surface is where this parameter is set. When you have chosen a custom date, note that the arrow between the dates converts to an exclamation point. This is a refresh button that must be pressed to refresh the plot once you completed the date time changes. 5

10 Incuity Trend and XY Plotter The third drop down box provides quick picks for more typical time periods that you may want to trace, such as Last minute, Last 5, 10 or 20 minutes,etc, up to and including typical periods of up to the last 6 months. This is Relative Mode. You can switch into Live Mode by toggling the Live Mode button on the toolbar, or by choosing View->Live Mode via the menu. Trace List The Trace List pane displays details of the current traces, and other data applicable to the selected tags. Many aspects of the plot surface are controlled by the Trace List pane, such as which traces are visible (you can "hide" traces) and which is the currently active -or controlling- trace and thus will control the axes. Each row represents a trace, and multiple traces are possible. If you click in the Trace List region, you can use the keyboard arrow keys to toggle through the trace list. The following chart describes the data provided for each trace. The columns on display can be customized, sorted, or hidden all together by right-clicking in the Trace List pane. 6

11 XY Plotter Type TagName No. Visible Description Properties Min Max Unit Precision Format IO address Min Raw Max Raw Retrieval Date Created X Cursor[1] X Cursor[2] X Delta Y Cursor[1] Y Cursor[2] Y Delta Image representing the tag type. TagName. Trace Number To hide a selected trace on the plot graph without removing it from the list of traces, remove the checkmark in this column. Trace description. Color, width and style of the trace line. The minimum value for the tag (in engineering units). The maximum value for the tag (in engineering units). The unit of measure of the tag value. Examples: seconds, psi, lbs. Number of decimal points to the right of the period. How the values will be displayed. For example, decimal. Fully qualified IO address of the tag. Minimum value of the raw acquired value of the tag. Maximum value of the raw acquired value of the tag. Retrieval method for historized data (cyclic or delta). The date the tag was added to the server. Left X cursor Right X cursor X cursor difference Top Y cursor Bottom Y cursor Y cursor difference 7

12 Incuity Trend and XY Plotter Right clicking in the Trace List pane lets you customize the columns displayed: Highlighting the Active Trace Highlighting the Active Trace applies to both Trend and XY Plotter. It is possible to highlight a particular trace by enabling the Highlight toolbar item. Once enabled, selecting a tag from the tag list, below the plot surface, will cause the tag data to be highlighted. Customize the appearance of the highlighted tag by changing its features in the Application Properties dialog. 8

13 XY Plotter In the following, the Highlight toolbar button is not enabled, and the Ramp trace - the Active Trace - is not highlighted. 9

14 Incuity Trend and XY Plotter Below, the Highlight toolbar button is enabled, and the Ramp trace - the Active Trace - is highlighted. Using Cursors Cursors apply to both Trend and XY Plotter. Trend cursors are turned on via the menu selection Tools->X-axis Cursors, Tools->Yaxis Cursors, or by pressing the Cursor toolbar button. Cursors operate in pairs: when the X Cursor is turned on two vertical cursors that slide along the X axis appear. The Y Cursor button activates a pair of horizontal cursors that slide along the Y axis. It is possible to activate both X and Y cursors at the same time. Each cursor can be operated individually. X and Y Cursor Toolbar Buttons Trend cursors: Can be used while zooming in on data Allow panning of data Display values of data points that touch the cursor 10

15 XY Plotter Calculate the time difference between cursor data points Can have Time Difference and Value Difference tooltips turned off via the Application Properties->Graph dialog. Access this dialog using a right-click on the plot surface. See Application Properties:Graph In the graph the below two tags are displayed on the Trend: ReactLevel and ReactTemp. The X cursors are activated Data point values are visible for the traces The time difference has been calculated along the X axis and is shown between the cursors The time value is display for each X cursor Pan the data contained by the cursors, hold the CTRL key while moving the mouse. In the graph the below two tags are displayed on the Trend: ReactLevel and ReactTemp. The Y cursors are activated. Data point values are visible for the active trace; you can tell which is the active trace by matching the color of the box around the data point value to the Properties color for the trace in the Trace List. 11

16 Incuity Trend and XY Plotter The value difference has been calculated along the Y axis for the trace that has focus - the active trace. Pan the data contained by the cursors, hold the CTRL key while moving the mouse. Rubberband Zooming Rubberband Zooming applies to both Trend and XY Plotter. Toggle on/off Rubberband Zooming Return to normal resolution Rubberband zooming allows you to zoom in on an area of a Trend for detailed analysis. Toggle the Rubberband icon on the Toolbar to turn the feature on and off. Use the cursor to drag a rectangular shape on the plot surface in the location you want to zoom in on. While working with the Trace - when using the X and/or Y cursors, for example - turn off the Rubberband zooming feature. Leave zoomed mode by pressing the Zoom Out toolbar button. 12

17 XY Plotter Controlling the Axes Behavior Controlling the axes applies to both Trend and XY Plotter. Overlay Axes (default configuration) Layer Axes Stack Axes Flip Axes Transpose Axes (XY Plotter only) Overlay Axes (default) The default configuration of Trend and XY Plotter is to display the axes in Overlay mode. In this mode, all traces share the same Y axis. In the Trend image below, each trace is displayed in its own color. In the Trace List there are two traces, or tags, listed, and the bottom trace is highlighted (in grey) - selected -, and has focus. Its Properties color is red; the Y axis displayed is also red because this is the current trace. The default Y axis behavior is to display the axis of the trace that has focus. 13

18 Incuity Trend and XY Plotter The next Trend image, below, shows both how X and Y axes of a graph can be moved to pinpoint specific data. Because two traces are displayed, moving the ReactTemp Y axis reveals the ReactLevel axis, which can be moved independently of the other trace axis. In Trend: Each Y axis has it's own scale and can be moved independently. Trend graphs always share the X axis, which represents Time. As you mouse-over a data point, its value will display in the matching color of the trace. To move axes, position the mouse over the axis and drag the axis to the desired location. The image below is from XY Plotter. Notice that both the X and Y axis of a graph can be moved to pinpoint specific data. In XY Plotter: Each X and Y axis has it's own scale and can be moved independently. As you mouse-over a data point, its value will display in the matching color of the trace. To move axes, position the mouse over the axis and drag the axis to the desired location. XY Plotter axes can be Transposed. 14

19 XY Plotter 15

20 Incuity Trend and XY Plotter Layer Mode Layering the traces is essentially the same as Overlaying them, except that the individual axes are automatically displayed and can be dragged to new locations. Each axis is displayed in the color dictated by the trace Properties attribute. 16

21 XY Plotter Stack Axes Switching into Stack mode will display all traces on the plot surface in their own grid, or zone. Each trace will have its own Y axis visible in a shared manner along the normal Y axis. All of the axes are still moveable. 17

22 Incuity Trend and XY Plotter Flip Axes When you flip axes, you essentially determine which side of the plot you want to view the axes on. The axes can be flipped individually you can flip only the X or Y axis, or you can flip both axes. The following image shows two traces with both axes the X and Y axes flipped. Transpose Axes - XY Plotter XY Plotter allows you to Transpose the axes. Right-click on the plot surface and click Axes->Transpose or use the Axes menu item. 18

23 XY Plotter Using Shapes Shapes apply to both Trend and XY Plotter. (The following examples are from XY Plotter.) Shapes are a powerful analyzing tool that allow for quick detection of normal or abnormal data behavior. Usually, shapes are built by system engineers or others who understand the data and the normal ranges for a trace. These shapes are then saved and can be used again and again to compare the same tags, or items, against varying time periods, or to confirm that certain operations, like starting up a manufacturing process, is following normal behavior. Creating Shapes There are two ways to create a shape: create it from the active trace, or create a new, free form shape. In either case, tags must exist on the plot surface in order to create a shape. The most convenient way to get started with shapes is to create one from an existing trace. Once you have created a trace that you want to analyze, right-click on the plot surface and select Shape-> Create from Active Trace. You can also use the Shape menu item to create the Shape: 19

24 Incuity Trend and XY Plotter In creating a shape from an existing trace, the program analyses the underlying data and makes its best effort to mimic the trace data. The resulting shape will usually follow the shape of the data represented by the trace, but occasionally some data points may not be included in the shape. In these instances, you can refine your shape. This is explained in more detail below. Create Shape from Active Trace Right click on the plot surface and Select Create from Active Trace New shape follows the trace When you create a shape that is not based on an existing trace(shape->edit->new), a rectangular shape form will appear on the plot surface and you will be automatically shifted into shape-editing mode. You will see square points which you can drag with the mouse to change the shape, and perform other operations on your shape, which are detailed in Editing a Shape, below. 20

25 XY Plotter Removing Shapes In order to remove a shape, select Stop Editing from the plot surface context menu or from the main menu item under Shape->Stop Editing. Then choose Shape->Remove Shape. Editing Shapes You must be in editing mode in order to edit your shape. As described above, when you create a new shape that does not follow the shape of a trace, you are automatically put into editing mode. When your shape is created from an existing shape, however, or you retrieve it from a file, you need to shift into editing mode. There are two ways to do this: Right-click on the plot surface and select Shape->Edit Use the main menu to select Shape->Edit->Edit Current You will know when you are in shape editing mode because you will see square points, or handles, along the perimeter of the shape which can be dragged to adjust the definition of the shape. Editing handles, which change color as they are selected, appear along the perimeter of your shape, and can be dragged and dropped to new locations. Drag points to refine a shape. In editing mode, use the right-click button to: Add a point: add a point at the mouse pointer location Undo: remove a point insertion Undo All: remove all points inserted by the Add a point method Stop Editing: leave edit mode Adjust shape properties, which affect the visual aspects of the shape. This includes shape properties such as fill color and marker color, as well as an option to Show outside points, that is, tag values that fall outside the defined shape. See Shape Properties. 21

26 Incuity Trend and XY Plotter Note: If you use the Shape Properties to change the color of edited points, you need to hold down the CTRL key while clicking on the edited point in order to change the color of the point. The edited, colored points will not display when you exit Shape Editing mode, but will persist when you re-enter Edit Shape mode. While in editing mode, you can also Drag and drop existing points Refine a shape by automatically adding point handles as dictated by the underlying data, to give added granularity to shape definition. Refining a shape is something usually done right after creating a shape from an existing trace. The disadvantage to refining a shape is that it adds many more data points to the shape. This can sometimes making the shape appear cluttered in design mode, and consequently make dragging shape handles difficult. After using Shape- >Refine, right-click and select Shape->Edit to see the added points. Show Outside Points You can highlight data points that fall outside of a prescribed shape by toggling Shape->Show Outside Points. 22

27 XY Plotter Saving Shapes When you add a shape to a trace the shape is automatically saved with the trace when the trace is saved. NOTE: When there are multiple tags displayed on a Trend, a retrieved Trend with a saved shape may not seem to be properly scaled. In the Trace List below the plot surface, be sure to click on the tag on which the shape is based if the shape doesn't appear to be properly scaled. Synchronizing Trends and XY Plots Synchronizing Trends applies to both Trend and XY Plotter. Trend and XY Plotter applications have a feature that allows users to synchronize time periods amongst all opened and newly opened Trend or XY Plotter definitions. Time Period synchronization is time zone aware and will synchronize Trends across time zones when trend definitions with differing time zones are displayed. Enabling Time Period Synchronization Time Period synchronization is enabled in the same way in Trend or XY Plotter: Using the main application menu, select Time Period -> Synchronize. Using the application toolbar button: Once Time Period synchronization is enabled, it remains enabled until disabled by using either one of the methods above. Enabling synchronization immediately synchronizes all opened definition time periods to the current time period. The current time period is defined as the currently selected time period for the active trace window. When Time Periods are Synchronized If time period synchronization is enabled, the following events result in a synchronization operation: When the user first enables time period synchronization. When the user creates a new definition file. The new definition will inherit the synchronized time period. When the user opens a new definition file. When the user changes a time period using the definition Timebar. 23

28 Incuity Trend and XY Plotter When the user creates a new or changes the currently selected time period in a definition Timebar. Example of Synchronization The following is a Trend from the ExtruderData1 sample simulator machine. The Synchronization button is depressed, enabling synchronization: 24

29 XY Plotter The following Trend was created several minutes after the Trend above. Notice that it is creating using the exact same time period as the Trend above, and the Synchronization button is still depressed: 25

30 Incuity Trend and XY Plotter The following shows the two Trends tiled horizontally. With synchronization on, they employ the same time period. All new Trends created or opened while synchronization is on will also employ the same time period. 26

31 XY Plotter Using Background Graphics Background graphics can be added to both Trend and XY Plotter displays. Right-click on the plot surface and navigate to Properties->Graph: Use the Open Folder icon to navigate to and select the image. Click OK at the bottom of the form to insert the image. 27

32 Incuity Trend and XY Plotter Sample display with Background Image: Data Retrieval Options Data Retrieval Options apply to both Trend and XY Plotter. The Trend and XY Plotter applications can retrieve and plot data according to various data retrieval settings. The current setting for a display is always visible on the plot surface, in the top right corner (unless turned off by the end user.) The Data Retrieval dialog contains three tabs for customizing displays. Settings - used to configure data retrieval mode or strategies. TimeZone - used to configure the Time Zone General - allows users to specify less frequently used, or changed, data retrieval options Access the Data Retrieval Options dialog by clicking on the current setting link in the top right corner of the plot, or from the Tools menu item, or by right-clicking on the plot surface. 28

33 XY Plotter The current setting converts to a hyperlink and opens the dialog. Use the Tools menu. Right-click on the plot surface. Settings tab The Data Retrieval settings provide for three Retrieval modes: 29

34 Incuity Trend and XY Plotter Automatic Trend selects the most optimal retrieval strategy based on several criteria. Custom User has entered custom retrieval settings in the Data Retrieval dialog. Raw User has entered custom retrieval settings indicating a time deadband of zero; all data points are returned. Using Custom settings Selecting the Custom retrieval mode allows for setting various options. The first time the radio button is selected, the Change Settings dialog will open. To further change custom settings after initial set-up, use the Change... button. The Change Settings dialog is comprised of two tabbed dialogs: General and Sampling. General Settings in Custom Retrieval Mode Deadbands: Using time and value deadbands are a way of limiting the number of rows returned by the function. Time Deadband: A time span value (e.g., 1 sec). If omitted no time dead band is applied. Use the time deadband to define absolute spacing of rows in time; that is, when you don t want rows more closely spaced in time than the time you 30

35 XY Plotter define: e.g. even if a value changes 50 times in one second, you still want only one row every second. Value Deadband: Any data values that change less than the specified dead band will not be returned. The value is a percentage of full scale, in engineering units. If omitted no dead band will be applied. Use the value deadband to limit the number of rows returned by only considering a value to have changed if it has changed by at least "this much". The engineering unit of the tag determines how the value deadband is evaluated. E.g. if the engineering unit is in cubic feet/second, 5 would represent 5 cubic feet/second. If the engineering unit is in percentage it would be 5 percent, etc. Advanced: Data overload protection: Sets a maximum number of rows to return. If the checkbox is un-checked, all rows are returned. This settings can help avoid results sets that are too large for the Application to manage. When result sets are too large, the Application can lock up until a time out is generated. Quality: Quality refers to the standard quality property stored with a tag on most historians. Version: Allows selecting to retrieve the Latest data values or the Original values stored with the item. Some historians allow User Specified versions such as "Third Revision". If the connector provides this option, it will be available. 31

36 Incuity Trend and XY Plotter Sampling Settings in Custom Retrieval Mode Sampling Types A full description is displayed when a Sampling Type is selected, including formulas when appropriate. A brief description of each type is listed below. Sampling Type SampleAndHold Linear Total Average TimeAverage Count Description Retrieve a value and keep it until it changes. Take all values that came back in the time interval, draw a straight line through the data, and return the data value in the middle of the line. Retrieve the totalized value (time integral) of the data over the resample interval. Retrieve the average data over the resample interval. Retrieve the time weighted average data over the resample interval. Retrieve the number of raw values over the resample interval. 32

37 XY Plotter StandardDeviation MinimumActualTime Minimum MaximumActualTime Maximum Start End Delta Variance Range DurationGood DurationBad PercentGood PercentBad WorstQuality Retrieve the standard deviation over the resample interval. Retrieve the minimum value in the resample interval and the timestamp of the minimum value. Retrieve the minimum value in the resample interval. Retrieve the maximum value in the resample interval and the timestamp of the maximum value. Retrieve the maximum value in the resample interval. Retrieve the value at the beginning of the resample interval. The time stamp is the time stamp of the beginning of the interval. Retrieve the value at the end of the resample interval. The time stamp is the time stamp of the end of the interval. Retrieve the difference between the first and last value in the resample interval. Retrieve the variance over the sample interval. Retrieve the difference between the minimum and maximum value over the sample interval. Retrieve the duration (in seconds) of time in the interval during which the data is good. Retrieve the duration (in seconds) of time in the interval during which the data is bad. Retrieve the percent of data (1 equals 100 percent) in the interval which has good quality. Retrieve the percent of data (1 equals 100 percent) in the interval which has bad quality. Retrieve the worst quality of data in the interval. Sampling method: Use a fixed number of samples: The number of samples specified determines the number of values, or rows, returned. Use a variable number of samples: The number of samples is derived by dividing the entire request time period into specified time slices. Sample every: Time period over which the sampling is done. 33

38 Incuity Trend and XY Plotter Starting from: Specifies whether the returned values should be aligned with the start time of the requested time period or the end time. Learn more. Whether you choose to anchor your results to the beginning of the time period or end of the time period can have subtle effects on the display. If your results include 98 samples and you sample every 10 seconds, anchoring from the beginning of the time period will cause the last 10 second time slice, or "bucket", to contain data from 8 samples, as opposed to 10. The reverse is true if you anchor from the end of the time period: all "buckets" will consist of 10 samples except for bucket 1, which will hold the remainder of 8 values. Plotting Discrete Tags Discrete tags are characterized by the fact that they exist in one of two states: On/Off, for example, or Open/Closed, or Started/Stopped. By default, a discrete tag is plotted as shown below. By right-clicking on the plot surface and navigating to the Properties->Trace screen, you can change the display of a discrete tag by changing the settings in the Discrete 34

39 XY Plotter Tags sections. Use Properties->Graph to change the background color of the plot surface, and you can change the trace to look like the one below: Add other tags to the trend definition, such as an analog tag below, and you can clearly see the relationship between the two tags. 35

40 Incuity Trend and XY Plotter Using Time Periods Time Periods provide a method for analyzing the same data over different time periods. In creating a Trend, you usually choose tags that are related: pump flow, speed, temperature and pressure over a specific period of time. When plant operation isn't consistent, it is useful to compare the operation of your pump during normal operations, for example, against it's operation during a sub-optimal period. To do this, you would first create a Trend definition showing pump performance during a normal operating period. Then you would create a new Time Period (Time Period->Create New), which would essentially create a new Trend graph with the same tags you used for the "normal operation" trend. Initially the new Time Period would be the same as the original graph; adjust the date and/or time in the Time Bar to look at data for a different time period. The graphs will be super-imposed upon one another. Sometimes a particular manufacturing "run", or "batch", can be identified as representing ideal conditions or behaviors. These runs can be marked and saved as Golden Runs, or Golden Batches. New Trend definitions can be defined incorporating the Golden Run time period, where anomalies in traces can easily be detected. 36

41 XY Plotter A Golden Run can be saved and used as a benchmark when analyzing new data. A new Time Period provides a way to see the same value(s) plotted over a different periods of time: yesterday at the same time, last week or last month over a similar period, or some custom combination of dates and times. Creating a Time Period You can create a time period by either right-clicking on the mouse in the plot surface or through the menu selection Time Period->Add New Time Period. Trend will create a new trace definition using the same tag(s) as in the first time period. This will be apparent by the color change of the Time-Period Selector, or time bar. The next step is to select the time period for the new trace definition. If you choose a relative time period Relative Time Period: a period of time relative to the present date and time. Example: Last 5 minutes, Last week or Last Month such as Last 30 Minutes, the trace will refresh immediately. If you set custom dates, be sure to press the Refresh Button (the exclamation point) on the toolbar. Add a new time period using the right-click menu feature on the plot surface. Creating a New Time Period Initiating a new time period. The time bar changes color. The trace refreshes Using the Next Time Period Button on the toolbar rotates time periods. Inactive time 37

42 Incuity Trend and XY Plotter immediately if a common data period is shown. Use the Refresh button after selecting custom dates. periods are plotted with an opaque color. Making a Time Period Golden The checkbox to the left of the TimePeriod Selector allows you to mark a trend as being a Golden Time Period, or Batch. When you have more than one trace displayed, you can rotate through the trends using the Next Time Period button to see which time period is defined, or marked, as Golden. Rotating, or switching between time periods is described below. You need to save the trend definition to keep the Golden time-period. When the Golden time-period is next opened, Trend will automatically draw a new trend definition which you then would update with appropriate dates and times for comparison against the Golden time period. Switching between Time Periods You can switch - or rotate - between time periods via the menu when you press Time Period->Next Time Period or by using the arrow toolbar button. While you are looking at the trace over one time period, the other trace(s) will be opaque in the background of the plot surface. View the list of time periods by clicking on the double-arrow circle to the right of the main time bar: When the list of batches drops down, you can refer to the drop down list to see which time period of data has focus: 38

43 XY Plotter Saving Time Periods When you save a time period all tags and related time periods are saved it. If you save a time period in a Relative Time Period - e.g. Last 5 minutes, or Last 1 hour, when you retrieve your time period it will redraw using the same time period relative to the current time. Trends created with Absolute Time Periods will redraw using the saved historical time period. Time periods are saved using the File->Save or File->Save As menu options. Time period information is saved with other plot surface information. Viewing and Exporting Trend and XY Plotter Data Viewing and Exporting trace data applies to both Trend and XY Plotter. To View the trace data, use the menu item Tools->Trace Data to view the data retrieved for a Trend or XY Plot, or right-click on the trace and select Trace Data on the context menu. 39

44 Incuity Trend and XY Plotter Trace Data features include: View trace data information broken down by time period. When more than one time period is in use, the Trace Data dialog allows selecting the time period of interest using the Time period drop-down box. Trace data displayed respects the use of X-Axis cursors (Trend feature only). Data will be displayed only for points within the cursors. Trace data can be viewed in narrow or wide formats. Users can toggle between formats using the Narrow/Wide buttons. The number of data values (rows) is displayed. The quality of the data point is included. Tag names are compacted if name clashes exist (i.e two tags are named the same but belong to different items). Time period tag values display a date-time and discrete values display the associated true/false strings, if available. Users may print the trace data value list. The option of horizontally printing across multiple pages is provided. Users may print preview before sending data to the printer. Users may export the currently viewed data to either a comma or tab delimited file using the Save button. 40

45 XY Plotter Viewing Trace Statistics Summary statistics can be displayed for any trace in a Trend, or in XY Plotter. From the Tools menu item, select Statistics... Trace Statistical Calculations Trend calculates statistics (including Averages) on the data being plotted on the graph. The actual data used as the source for the statistics calculation is visible in the DataViewer (File-> View Trace Data). Statistics calculations are either performed on all the data, or across the time range represented by the two X-Axis cursors (see Display statistics for, below). Display statistics for In Trend, but not in XY Plotter, you can turn the X Cursors on and then view Trace Statistics for either the data within the X Cursor lines, or data for the whole trace. Use the radio button to select which data you want to view: 41

46 Incuity Trend and XY Plotter Note that should you choose data for the "time period defined by cursors", the DataViewer will still show data for the full time period. See Viewing and Exporting Data Printing options include Print across multiple pages, Print Preview and Print. Save... You can save trace data to a Comma Delimited File (*.cvs) file or a Tab Delimited Text File (*.txt) via the Save button. Shifting Time Along the Axes Use the toolbar icons shown above to shift time periods slightly to the right or to the left. This can also be accomplished by clicking on the arrows at either end of the X axis. Capturing Trend Images Capturing Trend Images applies to both Trend and XY Plotter. There are two approached to capturing trace data 42

47 XY Plotter use the menu item File->Capture Image... to open a dialog box and save the image right-click on the plot surface to open the context menu and select Capture Image... (This is the only option from within the Trend/XY Control in the Portal) Both approaches launch the Capture Image dialog. Navigate to a location for saving the file and select a file type to Save As. Importing ActiveFactory Trend Definitions Trend definitions created in ActiveFactory can be imported into Incuity Trend using the Import method from the main menu. Incuity Trend can only import Trend definition files that have a.crv file extension. What do I do if I have.trd definition files? Trend definition files with a.trd file extension can be changed to the.crv format in two ways: 1. Open the file in any ActiveFactory 8.x product and save the Trend in.crv format. 2. Open the file in Incuity Classic and save the Trend in.crv format. 43

48 Incuity Trend and XY Plotter When you import an existing Trend definition, Incuity Trend will try and resolve all tag references used in the trace. When tags in the definition cannot be found, a dialog box will allow you to specify the InSQL Server that the Trend uses: You can find the name for the InSQL Server by browsing the Model Browser under Sources->InSQL. All available InSQL Servers will exist in the Model: By using the check box to "Apply this server name to all traces", you can avoid repeating this action. If expedient, you can choose to ignore the specific tag. 44

49 XY Plotter XY Plotter With XY Plotter you can plot relationships between tags, create shapes to define expected behavior, and plot them all against a scaled background image. XY Plotter is a client application that can run in an Internet Browser and allows you to query data and plot them on a graphical display. XY Plotter relies on the Incuity Server to present data from multiple sources in an orderly fashion, allowing you to navigate to specific data, and then plot that data. The XY Plotter Allows users to see the relationship between the values of two tags (Tag Pair) over an historical period of time, over a pre-set period of time, and in real time. This relationship when plotted is referred to as a trace. Allows Users to easily identify the boundaries that define normal or optimal conditions for a trace, by employing user-defined shapes. Can determine that the value of a Tag Pair is outside of a defined boundary. Can display and compare multiple Tag Pairs, or traces, concurrently. Traces can be saved as time-periods, or Golden Batches, and used to compare traces over different time periods. Once you have added tags to a plot, you can manipulate the data in a graph in a variety of ways, including panning, zooming, and scaling. XY Plotter graphs and their associated data can be printed so that the data can by analyzed away from the client machine. You can customize any graph by configuring display options, and set general options for use with all graphs. Before this client application can be used to query tag information from the database, the Incuity server must be running and you must have access to the server. For information on how to install and use this application please see Installing Incuity Software. 45

50 Incuity Trend and XY Plotter Overview of XY Plotter The XY Plotter application has five main user areas: Tool Bar Plot Surface Model Browser (Selecting Tags) Trace List Time Bar Tool Bar The XY Plotter Tool Bar provides tool tips to describe tool actions. Plot Surface The XY Plotter Plot Surface has an X and Y axis. A diagonal line indicates where X and Y tags should be dropped on the empty plot surface. The plot surface itself has many attributes, such as the ability to move the axes, stack traces, create shapes and display background graphics. Right-clicking on the plot surface will bring up a sub menu which allows you to manage batches, axes, or shapes, and allows you to adjust trace properties. 46

51 XY Plotter XY Plotter Plot Surface On plots, the red, round bulls eye represents the most recent data point; the blue, square bulls eye represents the oldest data point The axes can be moved and resized on the plot surface to highlight specific data Properties of the plot surface, traces and axes can be customized Multiple traces and shapes can be displayed at one time Traces can be batched which provides a way to compare traces over two or more different time periods Scaled background images can be added for reference Model Browser for Tag Selection The Model Browser is a common component of Incuity. It facilitates navigating the data repositories via a tree structure, helping you drill down to the source of your data. You can drag tags and saved traces onto the plot surface from the Model Tree, the Item List, or from Shortcuts. To learn more about the Model Browser, see The Model Browser. Creating a plot requires that tags be selected from the Item List, or tag list. The Item List pane shows a list of all tags associated with the selected source in the Model Tree. To select a tag, scroll to it and then either click the tag name and press enter, double click the tag, or grab the tag name and drag it onto the plot surface. Screen tips will indicate where you can and cannot drop a tag. When using drag and drop, be sure to point your mouse over the text of the name of the tag to ensure that the mouse actually grabs the tag. It is a known issue that grabbing anywhere except in the tag name will not initiate a drag action. 47

52 Incuity Trend and XY Plotter It is important to note that two tags plotted against each other do not need to come from the same data source. For example, it is perfectly acceptable to plot production results from one machine against labor resource details from another machine. Usually, like tags are plotted against other like tags: analog versus analog, for example. For some applications, however, tag selection may be less homogenous. When selecting tags that are being stored in an Incuity Storage handler, be sure to select the tags from the Connector Node in the Model Browser, and not from the Storage server node. See Data Retrieval for Stored Tags Time Bar The XY Plotter displays the relationship between the values of two tags (Tag Pair) over a period of time and/or in real time. The time period, therefore, is the anchor that ties the data together and renders meaning. The time period plotted is changed using the Time-Period Selector. There are two time modes: Absolute and Relative. In Absolute mode, the user selects specific dates and times for the start and end of the time period. In Relative mode, the user selects a typical time period from a drop down box, such as the Last 5 minutes, or Last 1 hour. When a trace saved in Relative mode is opened and redrawn, it will retrieve data relative to the present time. Only traces in Absolute mode can be viewed as Live data; its data is constantly updated in real time. The Time-Period Selector is at the top of the plot surface. When you have chosen a custom date, note that the arrow between the dates converts to an exclamation point. This is a refresh button that must be pressed to refresh the plot once you completed the date time changes. 48

53 XY Plotter The third drop down box provides quick picks for more typical time periods that you may want to trace, such as Last minute, Last 5, 10 or 20 minutes,etc, up to and including typical periods of up to the last 6 months. This is Relative Mode. You can switch into Live Mode by toggling the Live Mode button on the toolbar, or by choosing View->Live Mode via the menu. Trace List The Trace List pane displays the traces selected, indicates which are presently visible, and other data applicable to the selected tags. Many aspects of the plot surface are controlled by the Trace List pane, such as which traces are visible and which trace has "focus", or will control the axes. Each row represents a trace, and multiple traces are possible. Each row represents a trace, and multiple traces are possible. If you click in the Trace List region, you can use the keyboard arrow keys to toggle through the trace list. The following chart describes the data provided for each trace. The columns on display can be customized, sorted, or hidden all together by right-clicking in the Trace List pane. 49

54 Incuity Trend and XY Plotter Type TagName No. Visible X Server Y Server Description Properties X Min X Max Y Min Y Max X Unit Y Unit Precision Format Image representing the tag type. TagName. Trace Number To hide a selected trace on the plot graph without removing it from the list of traces, remove the checkmark in this column. Name of the Server the X tag has been retrieved from. Name of the Server the Y tag has been retrieved from. Trace description. Color of the trace line. The minimum X-axis value for the X-axis tag (in engineering units). The maximum X-axis value for the X-axis tag (in engineering units). The minimum Y-axis value for the Y-axis tag (in engineering units). The maximum Y-axis value for the Y-axis tag (in engineering units). The unit of measure of the X tag value. Examples: seconds, psi, lbs. The unit of measure of the Y tag value. Examples: seconds, psi, lbs. Number of decimal points to the right of the period. How the values will be displayed. For example, decimal. XIO address Fully qualified IO address of the X tag. YIO address Fully qualified IO address of the Y tag. X Min Raw X Max Raw Y Min Raw Y Max Raw Retrieval Minimum value of the raw acquired value of the X tag. Maximum value of the raw acquired value of the X tag. Minimum value of the raw acquired value of the Y tag. Maximum value of the raw acquired value of the X tag. Retrieval method for historized data (cyclic or delta). Date Created The date the tag was added to the server. 50

55 XY Plotter Right clicking in the Trace List pane lets you customize the columns displayed: Highlighting the Active Trace Highlighting the Active Trace applies to both Trend and XY Plotter. It is possible to highlight a particular trace by enabling the Highlight toolbar item. Once enabled, selecting a tag from the tag list, below the plot surface, will cause the tag data to be highlighted. Customize the appearance of the highlighted tag by changing its features in the Application Properties dialog. 51

56 Incuity Trend and XY Plotter In the following, the Highlight toolbar button is not enabled, and the Ramp trace - the Active Trace - is not highlighted. 52

57 XY Plotter Below, the Highlight toolbar button is enabled, and the Ramp trace - the Active Trace - is highlighted. Using Cursors Cursors apply to both Trend and XY Plotter. Trend cursors are turned on via the menu selection Tools->X-axis Cursors, Tools->Yaxis Cursors, or by pressing the Cursor toolbar button. Cursors operate in pairs: when the X Cursor is turned on two vertical cursors that slide along the X axis appear. The Y Cursor button activates a pair of horizontal cursors that slide along the Y axis. It is possible to activate both X and Y cursors at the same time. Each cursor can be operated individually. X and Y Cursor Toolbar Buttons Trend cursors: Can be used while zooming in on data 53

58 Incuity Trend and XY Plotter Allow panning of data Display values of data points that touch the cursor Calculate the time difference between cursor data points Can have Time Difference and Value Difference tooltips turned off via the Application Properties->Graph dialog. Access this dialog using a right-click on the plot surface. See Application Properties:Graph In the graph the below two tags are displayed on the Trend: ReactLevel and ReactTemp. The X cursors are activated Data point values are visible for the traces The time difference has been calculated along the X axis and is shown between the cursors The time value is display for each X cursor Pan the data contained by the cursors, hold the CTRL key while moving the mouse. In the graph the below two tags are displayed on the Trend: ReactLevel and ReactTemp. The Y cursors are activated. 54

59 XY Plotter Data point values are visible for the active trace; you can tell which is the active trace by matching the color of the box around the data point value to the Properties color for the trace in the Trace List. The value difference has been calculated along the Y axis for the trace that has focus - the active trace. Pan the data contained by the cursors, hold the CTRL key while moving the mouse. Rubberband Zooming Rubberband Zooming applies to both Trend and XY Plotter. Toggle on/off Rubberband Zooming Return to normal resolution Rubberband zooming allows you to zoom in on an area of a Trend for detailed analysis. Toggle the Rubberband icon on the Toolbar to turn the feature on and off. Use the cursor to drag a rectangular shape on the plot surface in the location you want to zoom in on. 55

60 Incuity Trend and XY Plotter While working with the Trace - when using the X and/or Y cursors, for example - turn off the Rubberband zooming feature. Leave zoomed mode by pressing the Zoom Out toolbar button. 56

61 XY Plotter Controlling the Axes Behavior Controlling the axes applies to both Trend and XY Plotter. Overlay Axes (default configuration) Layer Axes Stack Axes Flip Axes Transpose Axes (XY Plotter only) Overlay Axes (default) The default configuration of Trend and XY Plotter is to display the axes in Overlay mode. In this mode, all traces share the same Y axis. In the Trend image below, each trace is displayed in its own color. In the Trace List there are two traces, or tags, listed, and the bottom trace is highlighted (in grey) - selected -, and has focus. Its Properties color is red; the Y axis displayed is also red because this is the current trace. The default Y axis behavior is to display the axis of the trace that has focus. 57

62 Incuity Trend and XY Plotter The next Trend image, below, shows both how X and Y axes of a graph can be moved to pinpoint specific data. Because two traces are displayed, moving the ReactTemp Y axis reveals the ReactLevel axis, which can be moved independently of the other trace axis. In Trend: Each Y axis has it's own scale and can be moved independently. Trend graphs always share the X axis, which represents Time. As you mouse-over a data point, its value will display in the matching color of the trace. To move axes, position the mouse over the axis and drag the axis to the desired location. The image below is from XY Plotter. Notice that both the X and Y axis of a graph can be moved to pinpoint specific data. In XY Plotter: Each X and Y axis has it's own scale and can be moved independently. As you mouse-over a data point, its value will display in the matching color of the trace. To move axes, position the mouse over the axis and drag the axis to the desired location. XY Plotter axes can be Transposed. 58

63 XY Plotter Layer Mode Layering the traces is essentially the same as Overlaying them, except that the individual axes are automatically displayed and can be dragged to new locations. Each axis is displayed in the color dictated by the trace Properties attribute. 59

64 Incuity Trend and XY Plotter Stack Axes Switching into Stack mode will display all traces on the plot surface in their own grid, or zone. Each trace will have its own Y axis visible in a shared manner along the normal Y axis. All of the axes are still moveable. 60

65 XY Plotter Flip Axes When you flip axes, you essentially determine which side of the plot you want to view the axes on. The axes can be flipped individually you can flip only the X or Y axis, or you can flip both axes. The following image shows two traces with both axes the X and Y axes flipped. Transpose Axes - XY Plotter XY Plotter allows you to Transpose the axes. Right-click on the plot surface and click Axes->Transpose or use the Axes menu item. 61

66 Incuity Trend and XY Plotter Using Shapes Shapes apply to both Trend and XY Plotter. (The following examples are from XY Plotter.) Shapes are a powerful analyzing tool that allow for quick detection of normal or abnormal data behavior. Usually, shapes are built by system engineers or others who understand the data and the normal ranges for a trace. These shapes are then saved and can be used again and again to compare the same tags, or items, against varying time periods, or to confirm that certain operations, like starting up a manufacturing process, is following normal behavior. Creating Shapes There are two ways to create a shape: create it from the active trace, or create a new, free form shape. In either case, tags must exist on the plot surface in order to create a shape. The most convenient way to get started with shapes is to create one from an existing trace. Once you have created a trace that you want to analyze, right-click on the plot surface and select Shape-> Create from Active Trace. You can also use the Shape menu item to create the Shape: 62

67 XY Plotter In creating a shape from an existing trace, the program analyses the underlying data and makes its best effort to mimic the trace data. The resulting shape will usually follow the shape of the data represented by the trace, but occasionally some data points may not be included in the shape. In these instances, you can refine your shape. This is explained in more detail below. Create Shape from Active Trace Right click on the plot surface and Select Create from Active Trace New shape follows the trace When you create a shape that is not based on an existing trace(shape->edit->new), a rectangular shape form will appear on the plot surface and you will be automatically shifted into shape-editing mode. You will see square points which you can drag with the mouse to change the shape, and perform other operations on your shape, which are detailed in Editing a Shape, below. Removing Shapes In order to remove a shape, select Stop Editing from the plot surface context menu or from the main menu item under Shape->Stop Editing. Then choose Shape->Remove Shape. 63

68 Incuity Trend and XY Plotter Editing Shapes You must be in editing mode in order to edit your shape. As described above, when you create a new shape that does not follow the shape of a trace, you are automatically put into editing mode. When your shape is created from an existing shape, however, or you retrieve it from a file, you need to shift into editing mode. There are two ways to do this: Right-click on the plot surface and select Shape->Edit Use the main menu to select Shape->Edit->Edit Current You will know when you are in shape editing mode because you will see square points, or handles, along the perimeter of the shape which can be dragged to adjust the definition of the shape. Editing handles, which change color as they are selected, appear along the perimeter of your shape, and can be dragged and dropped to new locations. Drag points to refine a shape. In editing mode, use the right-click button to: Add a point: add a point at the mouse pointer location Undo: remove a point insertion Undo All: remove all points inserted by the Add a point method Stop Editing: leave edit mode Adjust shape properties, which affect the visual aspects of the shape. This includes shape properties such as fill color and marker color, as well as an option to Show outside points, that is, tag values that fall outside the defined shape. See Shape Properties. Note: If you use the Shape Properties to change the color of edited points, you need to hold down the CTRL key while clicking on the edited point in order to change the color of the point. The edited, colored points will not display when you exit Shape Editing mode, but will persist when you re-enter Edit Shape mode. 64

69 XY Plotter While in editing mode, you can also Drag and drop existing points Refine a shape by automatically adding point handles as dictated by the underlying data, to give added granularity to shape definition. Refining a shape is something usually done right after creating a shape from an existing trace. The disadvantage to refining a shape is that it adds many more data points to the shape. This can sometimes making the shape appear cluttered in design mode, and consequently make dragging shape handles difficult. After using Shape- >Refine, right-click and select Shape->Edit to see the added points. Show Outside Points You can highlight data points that fall outside of a prescribed shape by toggling Shape->Show Outside Points. Saving Shapes When you add a shape to a trace the shape is automatically saved with the trace when the trace is saved. NOTE: When there are multiple tags displayed on a Trend, a retrieved Trend with a saved shape may not seem to be properly scaled. In the Trace List below the plot surface, be sure to click on the tag on which the shape is based if the shape doesn't appear to be properly scaled. 65

70 Incuity Trend and XY Plotter Synchronizing Trends and XY Plots Synchronizing Trends applies to both Trend and XY Plotter. Trend and XY Plotter applications have a feature that allows users to synchronize time periods amongst all opened and newly opened Trend or XY Plotter definitions. Time Period synchronization is time zone aware and will synchronize Trends across time zones when trend definitions with differing time zones are displayed. Enabling Time Period Synchronization Time Period synchronization is enabled in the same way in Trend or XY Plotter: Using the main application menu, select Time Period -> Synchronize. Using the application toolbar button: Once Time Period synchronization is enabled, it remains enabled until disabled by using either one of the methods above. Enabling synchronization immediately synchronizes all opened definition time periods to the current time period. The current time period is defined as the currently selected time period for the active trace window. When Time Periods are Synchronized If time period synchronization is enabled, the following events result in a synchronization operation: When the user first enables time period synchronization. When the user creates a new definition file. The new definition will inherit the synchronized time period. When the user opens a new definition file. When the user changes a time period using the definition Timebar. When the user creates a new or changes the currently selected time period in a definition Timebar. Example of Synchronization The following is a Trend from the ExtruderData1 sample simulator machine. The Synchronization button is depressed, enabling synchronization: 66

71 XY Plotter 67

72 Incuity Trend and XY Plotter The following Trend was created several minutes after the Trend above. Notice that it is creating using the exact same time period as the Trend above, and the Synchronization button is still depressed: 68

73 XY Plotter The following shows the two Trends tiled horizontally. With synchronization on, they employ the same time period. All new Trends created or opened while synchronization is on will also employ the same time period. Using Background Graphics Background graphics can be added to both Trend and XY Plotter displays. Right-click on the plot surface and navigate to Properties->Graph: 69

74 Incuity Trend and XY Plotter Use the Open Folder icon to navigate to and select the image. Click OK at the bottom of the form to insert the image. 70

75 XY Plotter Sample display with Background Image: Data Retrieval Options Data Retrieval Options apply to both Trend and XY Plotter. The Trend and XY Plotter applications can retrieve and plot data according to various data retrieval settings. The current setting for a display is always visible on the plot surface, in the top right corner (unless turned off by the end user.) The Data Retrieval dialog contains three tabs for customizing displays. Settings - used to configure data retrieval mode or strategies. TimeZone - used to configure the Time Zone General - allows users to specify less frequently used, or changed, data retrieval options Access the Data Retrieval Options dialog by clicking on the current setting link in the top right corner of the plot, or from the Tools menu item, or by right-clicking on the plot surface. 71

76 Incuity Trend and XY Plotter The current setting converts to a hyperlink and opens the dialog. Use the Tools menu. Right-click on the plot surface. Settings tab The Data Retrieval settings provide for three Retrieval modes: 72

77 XY Plotter Automatic Trend selects the most optimal retrieval strategy based on several criteria. Custom User has entered custom retrieval settings in the Data Retrieval dialog. Raw User has entered custom retrieval settings indicating a time deadband of zero; all data points are returned. Using Custom settings Selecting the Custom retrieval mode allows for setting various options. The first time the radio button is selected, the Change Settings dialog will open. To further change custom settings after initial set-up, use the Change... button. The Change Settings dialog is comprised of two tabbed dialogs: General and Sampling. General Settings in Custom Retrieval Mode Deadbands: Using time and value deadbands are a way of limiting the number of rows returned by the function. Time Deadband: A time span value (e.g., 1 sec). If omitted no time dead band is applied. Use the time deadband to define absolute spacing of rows in time; that is, when you don t want rows more closely spaced in time than the time you define: e.g. even if a value changes 50 times in one second, you still want only one row every second. 73

78 Incuity Trend and XY Plotter Value Deadband: Any data values that change less than the specified dead band will not be returned. The value is a percentage of full scale, in engineering units. If omitted no dead band will be applied. Use the value deadband to limit the number of rows returned by only considering a value to have changed if it has changed by at least "this much". The engineering unit of the tag determines how the value deadband is evaluated. E.g. if the engineering unit is in cubic feet/second, 5 would represent 5 cubic feet/second. If the engineering unit is in percentage it would be 5 percent, etc. Advanced: Data overload protection: Sets a maximum number of rows to return. If the checkbox is un-checked, all rows are returned. This settings can help avoid results sets that are too large for the Application to manage. When result sets are too large, the Application can lock up until a time out is generated. Quality: Quality refers to the standard quality property stored with a tag on most historians. Version: Allows selecting to retrieve the Latest data values or the Original values stored with the item. Some historians allow User Specified versions such as "Third Revision". If the connector provides this option, it will be available. 74

79 XY Plotter Sampling Settings in Custom Retrieval Mode Sampling Types A full description is displayed when a Sampling Type is selected, including formulas when appropriate. A brief description of each type is listed below. Sampling Type SampleAndHold Linear Total Average TimeAverage Count Description Retrieve a value and keep it until it changes. Take all values that came back in the time interval, draw a straight line through the data, and return the data value in the middle of the line. Retrieve the totalized value (time integral) of the data over the resample interval. Retrieve the average data over the resample interval. Retrieve the time weighted average data over the resample interval. Retrieve the number of raw values over the resample interval. 75

80 Incuity Trend and XY Plotter StandardDeviation MinimumActualTime Minimum MaximumActualTime Maximum Start End Delta Variance Range DurationGood DurationBad PercentGood PercentBad WorstQuality Retrieve the standard deviation over the resample interval. Retrieve the minimum value in the resample interval and the timestamp of the minimum value. Retrieve the minimum value in the resample interval. Retrieve the maximum value in the resample interval and the timestamp of the maximum value. Retrieve the maximum value in the resample interval. Retrieve the value at the beginning of the resample interval. The time stamp is the time stamp of the beginning of the interval. Retrieve the value at the end of the resample interval. The time stamp is the time stamp of the end of the interval. Retrieve the difference between the first and last value in the resample interval. Retrieve the variance over the sample interval. Retrieve the difference between the minimum and maximum value over the sample interval. Retrieve the duration (in seconds) of time in the interval during which the data is good. Retrieve the duration (in seconds) of time in the interval during which the data is bad. Retrieve the percent of data (1 equals 100 percent) in the interval which has good quality. Retrieve the percent of data (1 equals 100 percent) in the interval which has bad quality. Retrieve the worst quality of data in the interval. Sampling method: Use a fixed number of samples: The number of samples specified determines the number of values, or rows, returned. Use a variable number of samples: The number of samples is derived by dividing the entire request time period into specified time slices. Sample every: Time period over which the sampling is done. 76

81 XY Plotter Starting from: Specifies whether the returned values should be aligned with the start time of the requested time period or the end time. Learn more Whether you choose to anchor your results to the beginning of the time period or end of the time period can have subtle effects on the display. If your results include 98 samples and you sample every 10 seconds, anchoring from the beginning of the time period will cause the last 10 second time slice, or "bucket", to contain data from 8 samples, as opposed to 10. The reverse is true if you anchor from the end of the time period: all "buckets" will consist of 10 samples except for bucket 1, which will hold the remainder of 8 values. Multiple Time Periods: Using Batches in XY Plotter A batch is a convenient term used to describe a time period over which data is plotted. Once you have created a trace, you might want to save that configuration to compare it with the same values over a different time period. Now you need to create a batch. A new batch provides a way to see the same two values plotted over a certain period of time: the last five minutes, the last day, week, or month, or some custom variation including dates and times. Creating a Batch Switching Between Batches Saving Batches Creating a Batch You can create a batch by either right-clicking on the mouse in the plot surface or through the menu selection Batch->Add New Batch. XY Plotter will initiate a new trace, and this will be evident by the color change of the Time-Period Selector, or time bar. An additional oldest and newest data point will also appear on the plot surface. The next step is to select the time period for the new batch, and then, press the refresh button (the exclamation point) on the toolbar. 77

82 Incuity Trend and XY Plotter Creating a New Batch Initiating a new batch. The time bar changes color, and two new data points appear on the plot surface. After creating a new time-period and pressing Refresh, the new trace appears. Switching between Batches You can switch between batches via the menu when you press Batch->Next Batch. While you are looking at the trace over one time period, the other trace will be vaguely present in the background of the plot surface as seen below: The trace from time-period two, or the second batch, is visible in the background. 78

83 XY Plotter Saving a Batch When you save a batch, traces, or related time periods, are saved with the batch. This makes it relatively easy for an engineer to create a baseline trace, add batches to the baseline trace, and then make this baseline available to others. When any other user calls up the baseline trace, the other batches saved with it, such as the Last 10 Minutes time-period, will be freshly drawn and available for comparison with the baseline trace. In this example, the baseline trace would be created in an Absolute Time Period: the dates and times would be custom selected. Other batches could be either Absolute, Relative, or in Real Time, but the baseline batch would have to be saved as Absolute. Batches are saved using the File->Save or File->Save As menu options. Using Scaled Images Using a scaled image allows you to create a relationship between a graphic image and a tag pair. The image can be of almost any origin and format. When creating a trace with a scaled image, you determine the scale based on associated tag values along the X and Y axes. The steps are as follows: Open the Add Scaled Image dialog Type or navigate to the selected image Associate Tags with the Scaled Image Determine scale of the Axes Open the Add Scaled Image dialog Creating a Scaled Image Use the Main Menu, or 79

84 Incuity Trend and XY Plotter or, Right-click on the Plot Surface Type or navigate to the selected image Adding a Background Image You can either type the file path 80

85 XY Plotter or browse to the location of your stored background images. 81

86 Incuity Trend and XY Plotter Associate Tags with the Scaled Image Select Tags Drag and drop Tags into the window. The Minimum and Maximum for the X and Y axes are filled in from data stored with the tag. These values are editable and may need to be changed to correlate with the scale of the background image being used. Determine scale of the Axes 82

87 XY Plotter The minimum and maximum X and Y axis values that are associated with the tag will automatically import into the window. These values can be changed to correlate with the scale of the background image being used. Viewing Trace Statistics Summary statistics can be displayed for any trace in a Trend, or in XY Plotter. From the Tools menu item, select Statistics... Trace Statistical Calculations Trend calculates statistics (including Averages) on the data being plotted on the graph. The actual data used as the source for the statistics calculation is visible in the DataViewer (File-> View Trace Data). Statistics calculations are either performed on all the data, or across the time range represented by the two X-Axis cursors (see Display statistics for, below). 83

88 Incuity Trend and XY Plotter Display statistics for In Trend, but not in XY Plotter, you can turn the X Cursors on and then view Trace Statistics for either the data within the X Cursor lines, or data for the whole trace. Use the radio button to select which data you want to view: Note that should you choose data for the "time period defined by cursors", the DataViewer will still show data for the full time period. See Viewing and Exporting Data Printing options include Print across multiple pages, Print Preview and Print. Save... You can save trace data to a Comma Delimited File (*.cvs) file or a Tab Delimited Text File (*.txt) via the Save button. Viewing and Exporting Trend and XY Plotter Data Viewing and Exporting trace data applies to both Trend and XY Plotter. To View the trace data, use the menu item Tools->Trace Data to view the data retrieved for a Trend or XY Plot, or right-click on the trace and select Trace Data on the context menu. 84

89 XY Plotter Trace Data features include: View trace data information broken down by time period. When more than one time period is in use, the Trace Data dialog allows selecting the time period of interest using the Time period drop-down box. Trace data displayed respects the use of X-Axis cursors (Trend feature only). Data will be displayed only for points within the cursors. Trace data can be viewed in narrow or wide formats. Users can toggle between formats using the Narrow/Wide buttons. The number of data values (rows) is displayed. The quality of the data point is included. Tag names are compacted if name clashes exist (i.e two tags are named the same but belong to different items). Time period tag values display a date-time and discrete values display the associated true/false strings, if available. Users may print the trace data value list. The option of horizontally printing across multiple pages is provided. Users may print preview before sending data to the printer. Users may export the currently viewed data to either a comma or tab delimited file using the Save button. 85

90 Incuity Trend and XY Plotter Capturing Trend Images Capturing Trend Images applies to both Trend and XY Plotter. There are two approached to capturing trace data use the menu item File->Capture Image... to open a dialog box and save the image right-click on the plot surface to open the context menu and select Capture Image... (This is the only option from within the Trend/XY Control in the Portal) Both approaches launch the Capture Image dialog. Navigate to a location for saving the file and select a file type to Save As. 86

91 XY Plotter Common Trend and XY Plotter Features Setting Application Properties Manipulating Application Properties allows you to create fully customized traces and graphs that emphasize important data effectively. Many of these settings are shared by the Trend and XY Plotter applications. Application Properties: Application Level Properties set at the Application Properties level affect all traces created after any changes are made. Use the controls to the right of the property to change settings. Trace line styles: Allows setting the color and weight of trace lines. The number of the trace corresponds to the trace order as it is displayed in the Trace List Pane below the Plot Surface. Click anywhere in the trace style to change it. Live mode update rate: The refresh rate in seconds for traces in Live Mode. Max browser items: Limits the number of items in the List View pane of the Model Browser. This can be especially useful with very large data sources. You can use this 87

92 Incuity Trend and XY Plotter setting and a combination of Name and Type filtering in the Model Browser to tailor data that you access. See Model Browser Overview: Filtering. Highlighting: Use to adjust the presentation of a highlighted Trace. See Highlighting the Active Trace. Default images path: Application wide setting for default path to locate background images. Application Properties : Graph The following properties relate to the current plot surface settings only, unless you check Apply these graph settings to all new Trends at the bottom of the form. Title: Title of the display. Set the title's font by clicking on the alphabet icon to the right of the field. Tooltips determine the way tag tooltips are displayed: Show point tooltips: determines whether or not the tag tooltip is displayed 88

93 XY Plotter Show value: display the measured point value Show date and time: display the measured point time-stamp data Show quality: display the measured point quality Margins determine the amount of white space around the Trend on the plot surface (in pixels) Left: area to the left of the plot surface Right: area to the right of the plot surface Top: area to the top of the plot surface Bottom: area to the bottom of the plot surface Pan and Zoom: Pan: Adjusts the scope of panning when the toolbar pan-right or left is pressed. The default is set at 100%, in other words, the trace will shift back or forward one full time period. Zoom: Percent increase in image when zooming. Cursors allow configuration of how the Cursors will display data when turned on. Show time difference: displays time delta between cursors. Show value difference: displays value delta between cursors. Background: allow setting cosmetic features of the plot: Click on the icon to the right of the field to change Background Color or Image. Statistics In order for Statistics to display, the Statistics checkbox on the Trace tab needs to be selected. If SPC tags are used, Limits for the control lines apply, and the colors of the lines can be changed. 89

94 Incuity Trend and XY Plotter Zones Show zones: When checked, the graph will be segmented into colored zones as determined by the Zone colors, below. Show zone lines: When checked, lines will be drawn along the zone borders. Zone 1 color: Color for Zone 1. Zone 1 represents data that falls within 1 Standard Deviation of the sample mean. Zone 2 color: Color for Zone 2. Zone 2 represents data that falls within 2 Standard Deviations of the sample mean. Zone 3 color: Color for Zone 1. Zone 3 represents data that falls within 3 Standard Deviations of the sample mean. Mean line color: Color of line which represents the mean of the samples. Limits (Apply only to SPC tags.) Show control line: Line color for the Upper and Lower control limits. Target line color: Line color for the Target data value. Spec line color: Line color 90

95 XY Plotter Application Properties: Shape Shape properties only apply when a shape is part of a trace or graph. The options allow for customizing the look of shapes and therefore enhancing their usefulness as analysis tools. Click on the buttons to the right of the property to make changes. Show outside points: When checked, displays data points that fall outside of the shape. Background Color: Determines the fill color of the shape Transparent: When checked, no fill color is used Outline Color: Determines the color of the shape's outline Style: Determines the display of the outline Width: Sets the width of the outline Editing Marker Color: Determines color of new points when in Edit Mode, while editing a shape. You need to press the CTRL key while clicking a point to change to the new Marker Color. 91

96 Incuity Trend and XY Plotter Application Properties: Trace All settings within the Properties Trace tab pertain to the current active trace only unless the Apply to All check box at the bottom of the form is checked. Name: Full name of the tag displayed by the Trace. Visible Display Trace line: draw a line to connect points Point markers: display measured data points. Direction arrows: display arrows to indicate direction of trace - only applicable to XY Plotter. Statistics: Determines whether statistics should be calculated on the trace data. The display of statistical data is controlled on the Application Properties: Graph tab. Point markers: dictates how points will look on the trace when the Point markers checkbox under Display is checked. Shape: shape of the point markers Color: color of the point markers Size: size of the point markers 92

97 XY Plotter Numeric tags Format: scientific or decimal number format for measured data point display Precision: decimal precision for measured data point display Trace line Style: governs the trace pen color, weight and shape. Plotting algorithm Sample and hold: Will draw flat lines between time periods and only adjust along the Y axis when a change occurs, much like a stairwell, rather than a classic line graph. Only applies to Trend traces. Linear interpolation: algorithm will connect data points in a progressive line fashion. Discrete tags Enable shading: applies to discrete or time-period tags in Trend only. These tags will usually display in an on-off / open-closed type manner. Use trace color: the shaded area will show up in the pen color of the Trace. Color: alternate color for shaded area. SPC Tags What are they? Calculate control limits: When checked, control limits will be calculated on the data sample set. The limits represent 1, 2 and 3 Standard Deviations from the mean for the sample. If SPC Tags are used, the presentation of the data can be customized via the Graph tab of the Properties dialog using the Statistics button. If no SPC tags are present, the option is uneditable. Use Defaults: reverts to Incuity default settings 93

98 Incuity Trend and XY Plotter Application Properties: XY Plotter X Axis Label: Label for the X Axis. Font: Font setting for the X Axis. Visible: When checked, the axis is displayed. Axis Style: Line style for the X Axis. Show grid lines: When checked, the grid is displayed. Line divisions: Major: Determines the major divisions, or gradient, of the Axis. Minor: Determines the minor divisions, or gradient, of the Axis. Range: Min: Minimum X axis value. Max: Maximum X axis value. Apply these x-axis settings to all new Trends: when checked, settings will apply to all new traces until it is unchecked. 94

99 XY Plotter Application Properties: Y Axes Label: Label for the Y Axis. Visible: When checked, the axis is visible. Font: Font setting for the Y Axis. Style: Line style for the Y Axis. Show grid lines: When checked, the grid is displayed Range: Minimum: Minimum value of the Y Axis. Maximum: Maximum value of the Y Axis. Line Divisions: Major: Sets the number of major divisions according to the formula (Maximum Range - Minimum Range)/Major line divisions (the number you provide; 0 is a default value). Minor: Sets the number of minor divisions within a Major division. Apply these y-axis settings to all new Trends: When checked, settings will apply to all new traces until it is unchecked. 95

100 Incuity Trend and XY Plotter Saving, Opening and Publishing Important Note about Trend and XY Plotter Reports Always save and publish reports into their final destination in the Incuity Model. If you want to relocate a report, re-open the report in Trend or XY Plotter and publish the report to the new location. You can safely delete the report from its original location once you have republished. See Managing Model Browser Content. All Trend and XY Plotter definitions are saved into the Incuity Model.* Using the Model Browser, you can navigate to and create folders to save your work much as one does using Microsoft Explorer. You can later open Trends by locating them in the Model Browser and using standard drag-and-drop or double-clicking methods. The saved Trends will display in the Item List pane of the Model Browser. When running Trend, you will only see saved Trend definitions in the Item List pane; when using XY Plotter, only those saved files will show up in the Item List. Saving Trends does not automatically publish them. Publishing a Trend makes it available to the Incuity Portal. To publish a Trend, see Publishing Trends. Print Trends by using the toolbar printer icon, or the menu item File->Print. You can also preview the output. *for simplicity, Trends in this topic refer to both Trend definitions and XY Plotter definitions. Opening Trends Opening Trends applies to both Trend and XY Plotter. Open a saved Trend by navigating the Model Browser until you locate the Trend. The tree view of the Model Browser will essentially hold folders, and the actual Trends will show up in the Item List pane below. You can double-click on a Trend, or drag it from the Item List onto the plot surface. You can also select Trends from Shortcut containers in the same manner. 96

101 XY Plotter If you need more information about an item in the Item List pane, right click on it and select Properties. This will provide added information, including creation and modification dates: 97

102 Incuity Trend and XY Plotter Saving Trend Definition Files Saving Trends applies to both Trend and XY Plotter. Important Note about Trend and XY Plotter Reports Always save and publish reports into their final destination in the Incuity Model. If you want to relocate a report, re-open the report in Trend or XY Plotter and publish the report to the new location. You can safely delete the report from its original location once you have republished. See Managing Model Browser Content. A saved Trend can be re-opened and saved subsequent times. You can drag saved Trend items from the Item List to a personal Shortcut container from which it can be later be opened. 98

103 XY Plotter Saved Trend definition files can be used to build Defined Trend (or XY Plotter) web parts in the Portal. They cannot be used as reports, unless they are actually Published, using the Trace->Publish menu item or the Publish icon on the toolbar. See Publishing Trends. When saving Trends: Determine which folder in Model Browser you want to save into. The selected folder will open in the pane on the right side of the Save/Save As window. You can create a folder during the Save operation by right-clicking on the Parent folder. Show me. Highlight the destination folder in the Model Browser and enter a Name and Description for the Trend: 99

104 Incuity Trend and XY Plotter Press Save Your saved Trend will display in the Item List when the corresponding folder is selected in the Model Browser Tree. If you have created a personal Shortcut tab, such as "My Work", you can drag the Trend from the Item List into the shortcut container. 100

105 XY Plotter If you do not see your saved item in the Model Browser, try pressing the Model Browser Refresh button: 101

106 Incuity Trend and XY Plotter Publishing Trends Publishing applies to both Trend and XY Plotter. Important Note about Published Trend and XY Plotter Reports Always publish reports into their final destination in the Incuity Model. If you want to relocate a report, re-open the report in Trend or XY Plotter and publish the report to the new location. You can safely delete the report from its original location once you have republished. See Managing Model Browser Content. Publishing Trends is the same as Saving Trends, except that the published version of the Trend is in a template format that can be interpreted by the Incuity Portal report generator. Use Trace->Publish or the Publish toolbar button to publish a Trend. Using XY Plotter Outside of the Incuity Portal There are two ways to use Trend and XY Plotter outside of the Incuity Portal: as.net controls as ActiveX controls Using Trend and XY Plotter.Net Controls Introduction The following provides insight into how to use the Incuity Trend and XY Plotter.Net Controls outside of the Incuity Portal. For example, how can a User trend tags from within the HMI system, from a custom web application or within a custom Visual Basic application. GetTrend.aspx Page Definition The existing web page, GetTrend.aspx, on the Incuity Portal that provides much of the needed functionality required by most applications To open a blank Trend canvas, simply navigate to the page as follows: 102

107 XY Plotter This page accepts a number of parameters that allow a developer to control the behavior of Trend; see below. 103

108 Incuity Trend and XY Plotter Parameter: type (=trend or xyplotter default trend) Defines whether the page displays a Trend or an XY Plot

109 XY Plotter Parameter: ShowNSExplorer (=true or false default true) Defines whether the page displays the NameSpace Explorer

110 Incuity Trend and XY Plotter Parameter: ShowToolBar (=true or false default true Defines whether the page displays the Tool Bar

111 XY Plotter Parameter: height (in pixels) Defines the height of the trend control in pixels

112 Incuity Trend and XY Plotter Parameter: width (in pixels) Defines the width of the trend control in pixels

113 XY Plotter Parameter: heightpct (as a percent default 100) Defines the height of the trend control as a percent of the full browser window

114 Incuity Trend and XY Plotter Parameter: widthpct (as a percent default 100) Defines the width of the trend control as a percent of the full browser window

115 XY Plotter Parameter: tdf (Fully Qualified Name of a Trend or XY Plotter object) Defines the Fully Qualified Name of a valid Trend or XY Plotter definition. tdf=myenterprise.samples.extrudertrend

116 Incuity Trend and XY Plotter Parameter: tags (Fully Qualified Name of a tag or a list of tags) Defines the Fully Qualified Name of a valid Trend or XY Plotter definition. Single System.Sources.Simulator.ExtruderData1.Tags.MachineSpeed Multiple System.Sources.Simulator.ExtruderData1.Tags.MachineSpeed,System.Sources.Simul ator.extruderdata1.tags.sine 112

117 XY Plotter Concatenating Parameters The above examples show how to use each parameter individually, they can also be joined together to create the behavior you are after. Combining parameters is as simple as adding them all in the URL joined with the & symbol. 113

118 Incuity Trend and XY Plotter The example URL requests two tags and hides the Explorer NameSpace. System.Sources.Simulator.ExtruderData1.Tags.MachineSpeed,System.Sources.Simul ator.extruderdata1.tags.sine&shownsexplorer=false 114

119 XY Plotter From Wonderware s InTouch In order to utilize the.net controls within InTouch, or any other ActiveX container, you will need to install the Microsoft Web Browser ActiveX Control; see below. 115

120 Incuity Trend and XY Plotter The example above uses a button to run a script that reads the value of a manually entered Url and navigates the Web Browser to that page. The script behind the Generate button is as follows: 116

121 XY Plotter Where Url is defined as a Memory Message tag and is linked to whatever the User enters on the screen. The result is as follows: Note that there maybe limitations as to the size of the string you can prepare within the chosen HMI. For the example above the limitation is 131 characters. 117