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Uniformance 160

Process Trend(Profit Embedded PHD)

User's Guide

Uniformance 160

Process Trend(Profit Embedded PHD)

User's Guide

Copyright, Notices, and Trademarks

ii • Uniformance Process Trend User Guide

Copyright, Notices, and Trademarks

© Honeywell Inc. 1998 – 2001. All Rights Reserved.

Release 160 – March 30, 2001

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

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

Honeywell, TotalPlant, Uniformance, and Business.FLEX are U.S. registered trademarks of Honeywell Inc.

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

Release Information

Uniformance 160Revision: 1Revision Date: April 2001Document Number: AP20-530PS

Honeywell Inc.

Industrial Automation and Control

Automation College

2500 West Union Hills Drive

Phoenix, AZ, 85027

Contents

Uniformance Process Trend User Guide • iii

Contents

Copyright, Notices, and Trademarks ii

Release Information ii

Contents iii

About Process Trend 9

Overview 9

About this Guide 10

Who Should Use this Guide 10

What's in this Guide 10

Conventions Used in this Guide 11

Contact Us 11

Getting Started 13

System Requirements 13

Starting Process Trend 13

Logging into Process Trend 13

Bypassing the PHD Login 14

Saving Your Password 14

Navigating Process Trend 15

Using the Standard Toolbar 15

Using the Time Span Toolbar 16

Using the Menu Bar 17

Understanding File Names 17

Exiting Process Trend 19

Contents

iv • Uniformance Process Trend User Guide

Customizing Your Workspace 21

Overview 21

Setting Plot Default Options 21

Modifying Toolbars 28

Modifying the Standard Toolbar 28

Saving Custom Toolbars 29

Managing Tags 31

Overview 31

Working with Profit Tag Explorer 31

Working with the Favorite Tags List 37

Building the Favorite Tags List 37

Saving the Favorite Tags List 37

Updating the Favorite Tags List 38

Clearing the Favorite Tags List 39

Getting Data 41

Setting the Data Server 41

Starting a New Plot 42

Adding Tags to Plots 42

Adding Tags Using the Plot Definition Window 43

Creating on Demand Calculation Tags 45

Adding Tags Using Profit Tag Explorer 46

Adding Tags Using the Favorite Tags List 46

Defining Basic Tag Settings 47

Defining Advanced Tag Settings 50

Setting Data Retrieval Options 52

Setting Time Axis Options 53

Setting the Value Axis Options 54

Setting Trend Plot Line Setup Options 56

Contents

Uniformance Process Trend User Guide • v

Viewing Tag Definitions 58

Creating Conditional Queries 58

Viewing Conditional Query Results 60

Viewing Plots 61

Overview 61

Setting Plot Characteristics 61

Setting Trace Areas 61

Setting Grids 63

Setting Axis 65

Setting the Hairline Cursor 67

Setting the General Plot Display 68

Setting Fonts 71

Zooming in Plot Areas 72

Using the Zoom Feature 72

Using the Crosshair 73

Using the Hairline Cursor 74

Using the Trace Settings 76

Locking Trace Areas 76

Viewing Data Tables 77

Using the Data Table Menu 77

Setting and Viewing Tags 78

Displaying Tag Descriptors 78

Modifying Plotted Tags 79

Adding Annotations to Plots 80

Creating Annotations 80

Showing Annotations 81

Modifying Annotations 81

Setting and Viewing Time Characteristics 82

Working with Time Lags 82

Contents

vi • Uniformance Process Trend User Guide

Changing Time Spans 82

Using the Time Span Scroll Bar 82

Changing Trend Plot Scales 84

Viewing Multiple Plots 85

Exporting Data 85

Analyzing Plots 87

Overview 87

Setting Analysis Chart Options 87

Setting General Options 88

Setting Retrieval Properties 90

Using Analysis Charts 91

Creating Statistical Charts 91

Creating SPC Charts 96

Creating Regression Analysis Charts 100

Creating Power Spectrum Charts 104

Analysis Chart Algorithms 106

Statistical Charts 106

SPC Charts 108

Regression Analysis Charts 110

Power Spectrum Charts 111

Managing Files 113

Overview 113

Saving Files 113

Saving Files with Passwords 113

Saving the Active Window 114

Opening Saved Files 114

Working with File Suites 116

Contents

Uniformance Process Trend User Guide • vii

Interfacing to Process Trend 119

Overview 119

VB Setup for Using DDE to Pass Information to Process Trend 119

Calling Options 120

Passing Filenames to Process Trend 120

Passing Tagnames to Process Trend 120

Passing Actions to Process Trend 121

Interfacing to Process Trend via GUS Schematics 121

Frequently Asked Questions 123

Retrieval Requests 123

Retrieval Times 124

Plot Operations 124

Plot Printing 125

Hairline Cursor 125

Glossary 127

Index 135

About Process Trend

Uniformance Process Trend User Guide • 9

About Process Trend

OverviewUniformance Process Trend is a desktop trending and analysis tool you can use toretrieve and view data from an operating plant or plants. Process Trend istag-based—all information you retrieve and view is based on the tags you select andhow you customize them.

Process Trend is a multiple document interface (MDI) application, which allows youto view up to eight trends and up to 10 analyses at one time. This enables you tocompare trends and analyses across a plant and, by attaching to a remote PHD server,to compare analyses with different plant locations.

You can also view traces from more than one plant on the same plot so you cancompare performance between different operating locations. Process Trend trendstags on different time windows. For example, you can have a time span of two hoursfor all tags, however one tag can have a start time of 4:00 p.m. and an end time of6:00 p.m. while another tag can have a start time of 8:00 p.m. and an end time of10:00 p.m. This time flexibility enables you to gather data that represents the plantoperations over the same time duration, at different periods of the day.

Following is an example of a plot trending eight different tags:

About Process Trend

10 • Uniformance Process Trend User Guide

About this GuideThis guide provides instruction on how to use Process Trend basic and advancedfeatures. It also supplements the Process Trend training courses that are available atthe Honeywell Automation College.

Who Should Use this Guide

This guide is intended for engineers who are familiar with plant operations, and havesome experience working with and analyzing trends. It is also intended for plantoperators working with Process Trend.

The users of this guide should be familiar with the following Profit Suitecomponents: Profit Embedded PHD, Profit Controller, Profit Optimizer and ProfitTag Explorer (Tag Explorer for ProfitSuite Embedded PHD).

What's in this Guide

The following table shows the information in each section of this guide:

This section… Contains this information…

About Process Trend An overview of Process Trend identifying who shoulduse this guide, and introducing the conventions usedthroughout the guide.

Getting Started The system requirements you must have to work withProcess Trend, how to log in to Process Trend, andintroduces the software interface and file names.

Customizing Your Workspace How to create custom toolbars and set the defaultoption when you start Process Trend.

Managing Tags How to work with Tag Explorer and the Favorite Tagslist.

Getting Data How to start a new Trend and define the tag settings.

Viewing Plots How to customize the plot settings and modify a plotto maximize the information displayed.

Analyzing Plots How to use the Process Trend analysis charts toobtain information that is relevant to plant operations.

Managing Files How to save files and work with file suites.

Interfacing to Process Trend How to programmatically interface to Process Trend.

Glossary A detailed alphabetical list of Process Trendterminology.

Index A detailed alphabetical index of this guide.

About Process Trend


Conventions Used in this Guide

The following typographic and stylistic conventions are used throughout this guide:

This… Indicates this…

Click To position the mouse over a topic, button, box, or windowarea and then click the left mouse button.

Double-click To position the mouse over a topic, button, box, or windowarea and then click the left mouse button twice insuccession.

Shift-click To press the Shift key while clicking items in contiguousorder with the left mouse button. Used to select and dragmultiple items.

Ctrl-click To press the Ctrl key while clicking non-contiguous itemswith the left mouse button.

Right-click To position the mouse over a topic, button, box, or windowarea and then click the right mouse button.

Shift-right-click To press the Shift key while right-clicking. Used to accessthe shortcut menu when multiple items are selected.

Courier Command, or code syntax.

Italics A chapter in this guide or another Uniformance document.

Times Bold Text you type into a Process Trend box.

Arial Bold A button you click or a menu command you select in aProcess Trend Window.

Contact UsIf you have any comments or concerns about this document, please e-mail us at:[email protected].

Ensure that you type Uniformance Documentation in the subject line of your e-mailmessage.

Getting Started


Getting Started

System RequirementsRefer to Uniformance Database System Specification and Technical Data for adetailed description of the Uniformance system requirements.

Starting Process TrendYou can start Process Trend using several methods, for clarity, we have includedonly two methods is this guide.

To start Process Trend using a desktop shortcut

• If you have created a shortcut icon on your desktop, double-click the ProcessTrend shortcut icon. The Login window appears.NOTE: You need to create a shortcut icon, the Process Trend installation does notcreate the icon for you.

To start Process Trend from the Windows taskbar

• From the Start menu, click Start/Programs/Honeywell UniformanceDesktop and then click Process Trend.The Login window appears.

Logging into Process TrendAfter you start Process Trend, the PHD Login window appears. If you want to accessa PHD server, you need to log in to the server.

The Login windowdoes not appear if youhave set the ProcessTrend options tobypass the PHD login.See Bypassing thePHD Login.

Getting Started


To log in to the PHD server

1. In the Server box, select the PHD server you want to access.

2. In the User ID box, type your user ID.

3. In the Password box, type your password.

4. Click OK.Depending on your Process Trend settings, a new process trend plot appears inthe Process Trend window or the Add/Modify Tag Definition window appears.

Bypassing the PHD Login

You can also set Process Trend to bypass the PHD login window. The bypass optioninstructs Process Trend to accept the NT login as validation of the User ID andpassword and you can access all servers without having to explicitly log in to theserver.

To bypass the PHD login

• From the Options menu, click Logon, and then click Bypass PHD Login.A checkmark appears beside the Bypass PHD Login menu command.

Your NT login is used to log you in to the PHD server.

Saving Your PasswordYou can set Process Trend to save passwords in an encrypted format when you save aProcess Trend file. The next time you open the file, you do not have to type the username and password again, the PHD Login window appears with the user name andpassword entered. You can click OK to log in to the server.

To save your password

• From the Options menu, click Logon, and then click Keep Password.A checkmark appears beside the Keep Password menu command.The password is saved with all Process Trend files.

To set and save yourProcess Trend Logondefaults, see To modifyand store ProcessTrend settings..

Getting Started


Navigating Process TrendYou can use the Process Trend toolbars and menus to navigate through and executecommands in Process Trend. The toolbars provide you with shortcuts to the samecommands that are available through the menu bar at the top of the Process Trendwindow.

Using the Standard Toolbar

You can set the Standard toolbar to show small buttons or large buttons. The icons onthe buttons are identical; however, the large toolbar buttons show the button namesunder the icons. In this guide, we have included only the small button toolbar.

Use the toolbar to perform the following tasks:

Click… To…

Create a new Process Trend file.

Show the Open window where you can double-click or select the file toopen.

Save the active trend plot or analysis chart.

Print the active trend plot or analysis chart to the default printer.

Copy the active trend plot graphic or analysis chart graphic to theclipboard.

Generate a comma-separated value file (.csv file) and show the fileusing the configured text editor. You can use this file to import data intoanalysis applications such as MS-Excel.

Show the Annotation window where you can type comments that areassociated with the active trend plot. These comments are saved withthe plot file.

Show a spreadsheet-style grid showing all data values used to draw thetraces in the trend plot.

Show the crosshair cursor. This option tracks the cursor locationrelative to the x and y-axis scaling of the selected tag. The locationinformation appears in the bottom status area of the Process Trendwindow.

Show the hairline cursor enables you to see the data values for thespecific x coordinate on a plot.

Show the first selected tag in the active plot in a Statistical chart. If notags are selected, a blank chart appears.

Show the first two selected tags in the active plot in a RegressionAnalysis chart. If no tags are selected, a blank chart appears.

Show the first selected tag in the active plot in a SPC Analysis chart. Ifno tags are selected, a blank chart appears.

Change thetoolbar buttonsize by clickingToolbar, LargeButtons from theView menu.

Getting Started


Click… To…

Show the first selected tag in the active plot in a Power SpectrumAnalysis chart. If no tags are selected, a blank chart appears.

Show the Favorite Tags list.

Show the Plot Tag Definition window.

Show the Process Trend Help.

Using the Time Span Toolbar

The Time Span toolbar appears under the Standard toolbar in the Process Trendwindow. You can use the elements on this toolbar to zoom in to the plot, and workwith the plot time elements.

The following table shows the elements of the Time Span toolbar and how to usethem.

Click… To…

Zoom in to an area on the plot.

Set the percentage zoom of one click of the Zoombutton. The zoom factor is based on the set timespan. In the above toolbar, the time span is 2hours, a 50% zoom factor would zoom to a 1 hourview.

Lock the update of the plot data. This prevents thedata from refreshing in the plot.

The rate in seconds that the data is updated in theplot if the plot is unlocked.

Change the time window of the data. Note that thecurrent time span appears below the scroll bar.

Select a new time span for the plot.

Getting Started


Using the Menu Bar

The menu bar at the top of the Process Trend window provides access to all of theProcess Trend features and commands.

You can access the following commands from the menu bar:

Use this menu … To…

File Create, open, save, and print files and file suites; exportProcess Trend data to other file formats; set the page andprint options; and log in to PHD servers.

Edit Copy a plot to a graphic image, edit annotations, andselect all tags.

View Select the items you want to view including, data tables,favorite tags, toolbars, tag descriptors, annotations, andbasic/advanced menus and toolbars.

Plot Work with tag definitions and characteristics, as well asset plot attributes such as timebar, axis, hairline cursor,and zoom features.

Analysis Create analysis charts from the active trend plot using theselected tags to create the charts.

Options Store toolbar and plot configurations that you havemodified, or restore the default configurations. You canalso set the log in options and view any text file.

Window Use the standard Microsoft window settings: Cascade, TileHorizontal, Tile Vertical and Arrange to select and viewdifferent plots.

Help View the Process Trend online help, and view versioninformation about Process Trend.

Understanding File NamesDepending on the type of plot you are working with, Process Trend saves the fileusing different file extensions. Process Trend saves files in the following formats:

This file name… Is associated with this file…

.plt A Process Trend plot file.

.sts A Statistical chart file.

.spc A SPC chart file.

.rg2 A Regression Analysis chart file.

.csv A comma-delimited text file.

.fft A Power Spectrum chart file.

.ste A Process Trend file suite.

Getting Started

18 - Uniformance Process Trend User Guide

Exiting Process TrendWhen you have completed working with Process Trend you need to exit theapplication. When you start working with Process Trend again, you will have to login to the servers again, unless you have selected to bypass PHD security.

To exit Process Trend

• From the File menu, click Exit.The Process Trend window closes

Customizing Your Workspace



OverviewYou can change the Process Trend default settings to customize the toolbars andtrend plot display.

Setting Plot Default OptionsYou can modify the plot default options to customize how Process Trend:

• Manages and stores setting changes.

• Displays the application interface.

• Displays plots.

This section describes how you can modify and store Process Trend settings and howyou can modify the default application interface. See Defining Basic Tag Settings andDefining Advanced Tag Settings for information on how to set plot display defaults.



To modify and store Process Trend settings

1. From the Options menu, click Update Plot Defaults.The Plot Defaults window appears:

2. Click the General Options tab.



3. You can set the following options in this window:

Click… To…

Enable Autoscaling Instruct Process Trend to automatically scalethe y axis settings.

Show Standard Toolbar Show the Standard toolbar when you startProcess Trend.

Show Timespan Toolbar Show the Time Span toolbar when you startProcess Trend.

Lock Trace Update Prevent the automatic update of new plots whentags are added to the plot. You can change thelock trace status as required.

Show Annotation Symbol Show an annotation symbol on the plot.

Zoom Time axis only Enable zooming on only the Time axis.

Remember Password Save the User password so it does not have tobe typed each time Process Trend is launched.

Automatically Save Favorite Tags Save the Favorite Tags list each time ProcessTrend is closed.

Force Units to be upper case Show all units in upper case.

Always use Stored Units for TagUnits

When opening plot files, use the stored unitsrather than the configured units for the assignedtags.

Use Proxy Login (Bypass UserLogin)

Bypass the User Login screen and use thestandard Windows NT security that uses the PCuser log in and password for authentication.

Retain Screen Position Retain the Process Trend screen position thenext time that Process Trend is launched.

Window State Set the initial window state as either Normal orMaximized.

View text file application name Select the name of the application to use forviewing text files. For example, you can chooseNotepad as the text file application.

Connection Timeout Value Set the network timeout period whencommunicating with the PHD server.

Connection Retry Period Set the time when Process Trend will repeat anattempt to connect to a timed out serverconnection.



4. In the Plot Defaults window, click the Scrollbar tab.


In this box… Do this…

Time represented by scroll bar length Set the days, hours, minutes, and secondsettings that appear in the Time Span toolbar.

Time Span for All Variables Set the same time span for all tags on the plot.

Panning Definition – Arrow Increment Set the percentage of total time span that thecurrent window pans when you press the arrowkeys.

Panning Definition – Page Increment Set the percentage of total time span that thecurrent window pans when you press the PageUp and Page Down keys.



6. In the Plot Defaults window, click the Tag Attributes tab.





Retrieval Attributes - Type Select the format of the PHD data that isretrieved. You can choose from one of thefollowing:

• raw

• snapshot

• average

• delta

• first

• firstatinterval

• last

• lastatinterval

• maximum

• maximumatinterval

• minimum

• minimumatinterval

• regressionconstant

• regressiondeviation

• regressionslope

• standarddeviation

Reduction Offset Select the offset to apply when retrievingtime-interval based retrieval attributes. Thissetting is used for all retrieval types except Raw.

Minimum Confidence Enter the default minimum confidence of thedata to retrieve from the PHD server. Theconfidence values range from 0 to 100 where 0represents no confidence and 100 representscomplete confidence in the data.

Retrieval Interval Set the default time interval used to retrieve tagdata from the PHD server. This setting is usedfor all retrieval types except Raw.

Set all Tags to Same Start/End Time Click the check box to set the default conditionto have Process Trend retrieve tag informationusing the same start and end times for all tags.

Line Attributes - Width Select the default line width to apply to all lineson trend plots.




Line Attributes – Style Select the default line style to apply to all lineson trend plots. Select from:

• Solid

• Dash Dash

• Dot Dot

• Dash Dot

• Dash Dot Dot

Use Single Value Span for All Tags Click the check box to set the default conditionto use one value axis for all tags being plotted.

AutoScale Margin Select the percentage margin to apply to the y-axis when AutoScale is enabled.

Axis Value Format Select the numerical format to apply to the valueaxis. Select from:

• General Number

• Fixed

• Currency

• Standard

• Scientific

8. Click OK.The default settings are saved and will be applied to all plots you create inProcess Trend.

Notes:

• When using the Raw Retrieval Attribute type, a data reduction method called BestFit may be applied. The application of Best Fit depends on the number of datasamples that exist within the requested time period. If the number of actual datasamples exceeds the maximum number of values allowed by Process Trend, thenthe Best Fit reduction will be applied automatically. See the “Visual PHDDevelopers Reference Guide” (PIM3001) for details about Best Fit.

• When using any interval based Retrieval Attribute type (all retrieval types exceptRaw), the Best Fit data reduction may also be applied. In this case, the Best Fitdata reduction will be applied when the requested retrieval interval yields moredata values than Process Trend has allowed. In this instance, the retrieval intervalwill be re-calculated such that the number of samples returned will be less that theallowable maximum. See the “Visual PHD Developers Reference Guide”(PIM3001) for details about Best Fit.



Modifying ToolbarsYou can modify the Process Trend toolbars to exclude or include buttons in theStandard toolbar, and can modify the time criteria in the Time Span toolbar.

Modifying the Standard Toolbar

You can use this feature to customize the toolbars so they appear similar to toolbarsin other applications that you use. You can also use the separator buttons to groupbuttons into logical groupings. For example, the default toolbar has a separatorbutton between the analysis chart buttons and the other buttons on the toolbar.

To add and remove toolbar buttons

1. Double-click the toolbar you want to modifyThe Customize Toolbar window appears:

2. You can include or exclude toolbar buttons as follows:

To… Do this…

Add a toolbar button In the Available buttons box, click the button you want toadd to the toolbar, and click Add.

Remove a toolbar button In the Toolbar buttons box, click the button you want toremove from the toolbar, and click Remove.

3. Click Close.The toolbar is modified with the new settings.

To move buttons on the toolbar

1. In the toolbar buttons box, click the button you want to move.

2. Click Move Up to move the button position to the left on the toolbar.

3. Click Move Down to move the button position to the right on the toolbar.




To group button on the toolbar

1. Click Move Up and Move Down to move the buttons to the desired location.

2. In the Available buttons box, click the Separator button.

3. Click Add.

4. Click Move Up and Move Down to position the Separator buttons around thebutton you want to group together.


To reset the default toolbar

1. In the Customize toolbar window, click Reset.The default toolbar buttons appear in the Toolbar buttons box.

2. Click Close.The default toolbar settings are saved.

Saving Custom ToolbarsYou can save new toolbar settings so they appear whenever you use Process Trend.

To save the custom toolbar

• From the Options menu, click Save Current Toolbar Config as Default.

The custom toolbar is saved as the default toolbar. The next time you start ProcessTrend, the custom toolbar will appear.

You can also resetthe default toolbar byclicking Options,Reset Toolbar on themenu bar.

Managing Tags


Managing Tags

OverviewThere are two main features you can use to work with and manage the tags in ProcessTrend when using Profit Embedded PHD. Profit Tag Explorer is a separateapplication that you can access from a desktop shortcut icon and the Windows Startmenu. The Favorite Tags list is built into Process Trend, and you do not need tolaunch a separate application on your desktop to access the list.

The drag functionality of the two tag management tools operates differently. You candrag tags as follows:

Use… To drag tags to the …

Profit Tag Explorer • Plot window

• Favorite Tags window

• Favorite Tags box in the Favorite Tags window

• Tags for Plotting box in the Plot Tag Definitionwindow

• Favorite Tags list box in the Plot Tag Definitionwindow

Favorite Tags list • Plot window

Working with Profit Tag ExplorerYou can use Profit Tag Explorer to:

• Drag tags into the Favorite Tags list.

• Drag tags into the Plot Tag Definition window to add tags to the Favorites Tagslist.

• Drag tags into the Plot Tag Definition window to plot tags.

• Drag tags into a trend plot window.

Typically, you will use Profit Tag Explorer to set up the Favorite Tags list, add thefavorite tags, and then use the Favorite Tags list to add tags to trend plots. For moreinformation about working with Profit Tag Explorer, refer to the Profit Tag ExplorerUser Guide.

Managing Tags


To drag tags to the Favorite Tags list

1. On the Standard toolbar, click the Plot Tag Definition icon.The Plot Tag Definition window appears:

NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer must be used to select tags for the FavoriteTags List.

2. Click Cancel. A .plt is necessary to have the Favorite Tags icon appear on theProcess Trend Standard Toolbar.

3. On the Process Trend Standard toolbar, click the Favorite Tags List icon.The Favorite Tags window appears:

Managing Tags


NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer must be used to add tags to the FavoriteTags List.

4. Open Profit Tag Explorer using a desktop shortcut icon or the Start menu[Start/Programs/Honeywell HiSpec Solutions/Profit Tag Explorer].The following display appears:

5. In Profit Tag Explorer, select the computer to which you want to connect.

6. Select the Controller to which you want to connect.

7. Click the tag you want to include in the Favorite Tags list.

You can click tags fromdifferent PHD Hosts toinclude in the FavoriteTags list.

Managing Tags


8. Drag the tag into the Favorite Tags box in the Favorite Tags window.The tag appears in the box.

9. With Profit Tag Explorer open, you can continue to click, drag and drop tags intothe Favorite Tags list.

To drag tags into the Plot Tag Definition window Favorites List.

1. To select the tags to drag into the Plot Tag Definition window, follow step 1 inTo drag tags to the Favorite Tags list. Next, follow steps 4 to 6 in To drag tags tothe Favorite Tags list.

2. Click the tag you want to include in the Plot Tag Definition Favorite Tagswindow.

3. Drag the tag into the favorites list box in the Plot Tag Definition window.The tag is added to the Favorite Tags window.

4. With Profit Tag Explorer open, you can continue to click, drag and drop tags intothe Favorite Tag box of the Plot Tag Definition window.

Managing Tags


To drag tags into a plot window

NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer must be used to add tags to the Trend Plotwindow.

1. In the Profit Tag Explorer window, click the tag you want to add to the plot.

2. Drag the tag into the Trend Plot window.The tag is plotted in the trend plot.

Managing Tags


To drag tags to plot into the Plot Definition window

1. In the Profit Tag Explorer window, click the tag you want to include in the plot.

2. Drag the selected tag into the Tags for Plotting box in the Plot Definitionwindow.

NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer must be used to add tags to the Tags forPlotting box in the Plot Definition window.

3. Click OK.The tag is plotted in the Trend Plot window.

Managing Tags


Working with the Favorite Tags ListYou can store up to 32,000 frequently plotted tags in the Favorite Tags list; however,most users keep the Favorite Tags list to a manageable size of less than 100 tags.This list enables you to view only your frequently used tags, eliminating the need toselect tags from the entire set of tags stored in the PHD server.

This section describes how you:

• Build the Favorite Tags list.

• Save the Favorite Tags list.

• Update the Favorite Tags list.

• Clear the Favorite Tags list.

Building the Favorite Tags List

You build the Favorite Tags list by either:

• Dragging and dropping the tags into the Favorite Tags window or list of favoritesin the Plot Tag Definition window. See To drag tags to the Favorite Tags list andTo drag tags into the Plot Tag Definition window favorites list for informationabout building the Favorite Tag list using Profit Tag Explorer.

• Typing the tags into the Plot Tag Definition window.

To type tags in the Plot Definition window

• In the Plot Tag Definition window, type a tagname in the Select or Enter FavoriteTag box.The tagname appears in the Favorite Tags list.

Saving the Favorite Tags List

When you build or modify the Favorite Tags list, you can manually save the changesso that they appear the next time you invoke Process Trend. All saved changes areupdated in the trdTags.ini setting file in the Windows directory. If you do not savethe changes (manually or automatically), you lose them when you exit Process Trend.

To save the Favorite Tags list

• In the Plot Tag Definition window, click Save Favorites.The Favorite Tags list is saved.

To automaticallysave the FavoriteTags list when youexit Process Trend,see To modify andstore ProcessTrend settings..

Managing Tags


Updating the Favorite Tags List

You can add and delete tags to and from the Favorite Tags list when tag requirementschange. See Building the Favorite Tags List for instruction on adding tags to the list.

To delete tags from the Favorites Tags list

1. On the Standard toolbar, click the Favorite Tags List icon.The Favorite Tags window appears:

NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer must be used to add tags to the FavoriteTags window.

2. Click the tag you want to delete.Note: Ctrl-click to select multiple tags.

3. Press Delete.The tags no longer appear in the window. If you selected multiple tags fordeletion, you will need to press Delete once for each tag to be deleted.

4. Save the Favorite Tags list.See Saving the Favorite Tags List for instruction on saving the list.

To view the toolbarbuttons and theirdescriptions, seeUsing the StandardToolbar.

You can also delete atag from the FavoriteTags list by clicking atag in the favorites listin the Plot TagDefinition window andclicking Shift-Delete.

Managing Tags


Clearing the Favorite Tags List

You can remove all tags that appear in the Favorite Tags list. You might want to dothis if you find that you no longer use the tags in the Favorite Tags list and you wantto recreate a more useful tag list.

To clear the Favorite Tags list


NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer must be used to manage tags.

2. Click Clear Favorites.All tags are removed from the Favorite Tags list.

3. Save the Favorite Tags list.See Saving the Favorite Tags List for instruction on saving the list.

Getting Data


Getting Data

Setting the Data ServerWhen you first start Process Trend, you may be prompted to log in to a PHD server.See Logging in to Process Trend for information about logging in to Process Trend.

The PHD server represents the server from where the data for the tag is retrieved.Usually all tag data resides on a common PHD server; however, you can use ProcessTrend to trend data for multiple tags that reside on different PHD servers.

To set the PHD host



To set and save yourPHD host, see Tomodify and storeProcess Trend settings.

Getting Data


2. In the PHD Host box, select or type the server from which you want to select tagsfor the plot. You can now add tags to the plot. See Adding Tags to Plots forinformation about adding tags to plots.

Starting a New PlotWhen you start Process Trend, a blank plot window automatically appears. You canstart a new, blank plot at any time you are working with Process Trend.

To start a new plot

1. On the Standard toolbar, click the New Plot icon.A blank plot window appears:

Adding Tags to PlotsThere are several ways you can add tags to plots. You can add tags by:

• Selecting the tags in the favorites list box in Plot Tag Definition window.

• Dragging tags from Profit Tag Explorer into a plot window or to the Plot TagDefinition window. The tags are plotted using the Process Trend defined defaultsettings.

• Dragging tags from the Favorite Tags list into a plot window. The tags are plottedusing the Process Trend defined default settings.

Note: You can include a maximum of eight tags on a plot.

You can also start anew plot by clickingFile, New from themenu bar.

Getting Data


Adding Tags Using the Plot Definition Window

Adding tags through the Plot Definition window enables you to override the defineddefault plot settings. You can use the Plot Definition window to select tags, definetags, and then add them to a plot. When you define the tags, you can also create on-demand calculation tags to include in a plot.

To add tags using the Plot Definition window



2. In the Select or Enter Favorite Tag box, click the tag you want to add to the plot.You can also add a tag by typing a tagname in the Select or Enter Favorite Tagbox.

3. Click Add.The tag appears in the Tags for Plotting box.

4. In the Plot Tag Definition window, modify the Data settings as required. SeeDefining Basic Tag Settings and Defining Advanced Tag Settings for instructionon setting the options.

You can plot amaximum of eighttags on one trend.

Getting Data


5. Click OK.The tags are plotted in the trend plot window.

To add tags from different data sources to a plot

1. From the PHD Host box in the Plot Definition window, select a new data sourcename.

2. In the Select or Enter Favorite Tag box, click the tag to include in the plot. If thetag does not appear in the box, type the tagname.

3. Click Add.The tag appears in the Tags for Plotting box.

4. Repeat steps 1 to 3 to add tags from different data source.

5. In the Plot Definition window, modify the Data settings as required. See DefiningBasic Tag Settings and Defining Advanced Tag Settings for instruction on settingthe options.

6. Click OK when you have added all tags to the Tags for Plotting box. The tags areplotted in the trend plot window.

Getting Data


Creating on Demand Calculation Tags

You can create on-demand calculations for new tags that you add to a plot, or youcan modify plotted tags to generate calculations rather than retrieving flat data.

To create an on-demand calculation



2. In the Select or Enter Favorite Tag box, click the tag to which you want to add acalculation.

3. In the Select or Enter Favorite Tag box add the calculation to the end of the tag.For example, if you clicked 05F051, you could modify it to: 05F051*1.5. Youcan also use several tags in a calculation such as: 05F051*05F052*05F053.

4. Click Add to add the calculation tag to the plot.

5. Click OK.The trace line appears in the plot.

If you are editing atag in your plot,double-click thetrace line to showthe Plot TagDefinition window.

Also use Profit TagExplorer to add tagsto a trend plot. Seethe Working withProfit Tag Explorer.

Getting Data


Adding Tags Using Profit Tag Explorer

You can use Profit Tag Explorer to add tags:

• Directly to the plot windows.

• To the Favorite Tags list.

• To the Plot Definition window.

The tags added to trend plots using Profit Tag Explorer are plotted using the ProcessTrend default plot settings.

Adding Tags Using the Favorite Tags List

You can drag tags from the Favorite Tags list to the plot windows. The tags added totrend plots using the Favorite Tags list are plotted using the Process Trend defaultplot settings.

To add tags using the Favorite Tags list

1. On the Standard toolbar, click the Favorite Tags List icon.The Favorite Tags window appears:


2. Click the tag you want to add to the plot. User Ctrl-click to select multiple tags.

3. Drag the highlighted tags into the plot. The tags are plotted in the trend plotwindow.

To add tags to plotsusing Profit TagExplorer, see Workingwith Profit TagExplorer.


Tags selected andplotted using theFavorite Tags listare plotted usingthe Process Trenddefault plot settings.

Getting Data


Defining Basic Tag SettingsYou can define the basic settings for tags either before or after you add them to aplot. The basic settings include:

• Data retrieval type, interval, and start and end times.

• Data retrieval time spans.

To define data retrieval type, intervals and start/end time for a plottedtag

1. Double-click a trace in the plot or tag in the trend plot legend. The Plot TagDefinition window appears showing the setting for the selected tag. Thefollowing window shows the Data area of the Plot Tag Definition window:

You can also clickthe Plot TagDefinition icon onthe Standardtoolbar to view thePlot Tag Definitionwindow.

Getting Data


2. In the Tags for Plotting box, click the tag or tags for which you want to set thedata retrieval options. You can modify the following options:

In this box… Do this …

Retrieval Type Select the format of the PHD data that is retrieved.You can click:

• Raw

• Snapshot

• Average

• Delta

• First

• FirstAtInterval

• Last

• LastAtInterval

• Maximum

• MaximumAtInterval

• Minimum

• MinimumAtInterval

• RegressionConstant

• RegressionDeviation

• RegressionSlope

• StandardDeviation

Retrieval Interval If you clicked an interval retrieval type, click thetime period of re-sampling of the data. Forexample, if you click 1 minute, the server retrievesdata in one minute intervals for the identified startand end times.

Set all Tags to Same Start/End Time Click to select the check box to indicate that dataretrieved for all of the tags will have the same startand end times.

Clear the check box to have the tag data timesindependent of each other, and retrieve data forunique start and end times. For example, youwould set independent start/end times if youwanted to look at a variable over two different timeperiods.

Use Relative Based Time Click to select this check box to apply a time offsetto the tags. You must type the data in the End timeboxes.

Clear the check box to type specific start and endtimes to apply to the tags.

End Time: - Reference Point Select a reference point from which to set the starttime. You can click Now, Today, Yesterday,Tomorrow, Hour, Month, and Year.

Getting Data


In this box… Do this …

End Time: - Offset Val Type a value that is subtracted from the identifiedreference point.

End Time: - Offset Unit Select an offset unit from: seconds, minutes, hours,or days. For example, if you clicked Now as theend time, and –1 hour as the start time, the dataretrieved would start at the current time less onehour. So if it was 12:00 noon, the data retrievedwould start at 11:00 am.

Notes:

• When using the Raw Retrieval Attribute type, a data reduction method called BestFit may be applied. The application of Best Fit depends on the number of datasamples that exist within the requested time period. If the number of actual datasamples exceeds the maximum number of values allowed by Process Trend, thenthe Best Fit reduction will be applied automatically. See the “Visual PHDDevelopers Reference Guide” (PIM3001) for details about Best Fit.

• When using any interval based Retrieval Attribute type (all retrieval types exceptRaw), the Best Fit data reduction may also be applied. In this case, the Best Fitdata reduction will be applied when the requested retrieval interval yields moredata values than Process Trend has allowed. In this instance, the retrieval intervalwill be re-calculated such that the number of samples returned will be less that theallowable maximum. See the “Visual PHD Developers Reference Guide”(PIM3001) for details about Best Fit.

3. Click Apply Time Change.Process Trend automatically calculates the Approximate Start Time based on therelative based end time settings and the time span value.

4. Click OK.The changes are applied to the tag and the plot is updated.

To define data time spans

1. In the Data box of the Plot Tag Definition window, click to select the Changetime span for all tags check box.

2. Type the time span to apply to all tags, in the format days, hours, minutes, andseconds.

3. Click OK.The changes are applied to the tags and the plot is updated.

Time span changesare applied to all tagsin the plot.

Getting Data


Defining Advanced Tag SettingsThe Advanced settings in the Plot Definition window enable you to further customizethe tags that appear in trend plots. You can define the following advanced tagfeatures:

Use this feature… To…

Data Retrieval Define the settings for how the data is retrievedfrom the PHD server. This includes data types,confidence levels, reduction offsets, retrievalintervals, and conversion units.Note: Some of these settings are also available inthe Plot Definition Basic Settings window.

Time Axis Settings Define the start and end times for tag data retrieval,and the time spans to apply to the tags in the plot.Note: These settings are also available in the PlotDefinition Basic Settings window.

Value Axis Settings Define the settings for the upper and lower limitvalues for tags, and the format for the axis values.

Trend Line Setup Define the line characteristics for the traces in thetrend plot, including line types, styles, widths andcolors. This feature also includes overrides todefined descriptions and units for the traces.

Tag Definition View all settings associated with a selected tag.This is a read-only window.

Conditional Define the query settings for a tag independent ofthe tags included in the trend plot. You can modifythe resample intervals, return types, and returnsizes in this feature.

Conditional Results View the results of the conditional statement typedin the Conditional tab of the Plot Definition window.

Getting Data


To access the plot definition advanced settings




Getting Data


2. Click Advanced.The window expands to show the Advanced features.

Setting Data Retrieval Options

All of the data retrieval settings are described in Defining Basic Tag Settings, exceptfor converting units and reduction offset.

To set reduction offset

1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag orCtrl-click the tags for which you want to set the data retrieval options.

Getting Data


2. In the Advanced Plot Definition window, click the Data Retrieval tab.The Data Retrieval window appears:

3. In the Reduction Offset box, select the reduction offset for the tag.You can select from the following:

This reduction offset… Does this…

After Specifies the reduction for the interval that followsthe time stamp.

Around Specifies the reduction for the interval for which thetime stamp is the midpoint.

Before Specifies the reduction for the interval thatprecedes the time stamp.

4. Convert Unit To does not work with Profit Embedded PHD.

5. Click OK.The reduction offset is modified in the plot.

Setting Time Axis Options

All of the time axis settings are described in Defining Basic Tag Settings.

To set time axis options

1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag ortags for which you want to set the time axis setting options.

You can modify only theMinimum Confidencesetting for the retrievaltype Raw.

You can select multipletags using Shift-clickand Ctrl-click. SeeConventions Used inthis Guide.

Getting Data


2. In the Advanced Plot Definition window, click the Time Axis Settings tab.The Time Axis Settings window appears:

3. Set the time axis settings. See Defining Basic Tag Settings for instruction onsetting the time axis options.

4. Click OK.

Setting the Value Axis Options

You can use the value axis settings to set the following y-axis options for trend plots:

• customize the upper and lower limits

• enable autoscaling

• set the axis value format of one or all of the tags in the plot

You can set the upper and lower limits of the value axis (y-axis) for one, several, orall plotted tags. This enables you to analyze some traces individually and apply thesame scale to several tags to analyze them as a group.

To set the value axis options

1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag orCtrl-click the tags for which you want to set the value axis options.

Getting Data


2. In the Advanced Plot Definition window, click the Value Axis Settings tab.The Value Axis Settings window appears:

3. Click to select the Use same value limits check box to manually set an upperand lower axis value for the selected tag or tags. If the tag value exceeds theupper or lower limits, the trace does not show beyond these limits.

4. Click to select the Enable Autoscale check box to have Process Trendautomatically scale the upper and lower limits to keep the traces within view.Process Trend automatically determines the maximum upper value and minimumlower value of all tags in the trend plot. Clear this check box to customize theupper and lower limits.

5. If the Enable Autoscale check box is selected, in the AutoScale Margin box,select the percentage that Process Trend adds to the value axis scale. This valueensures that the data values at the endpoints of the scale appear in the plot.

6. In the Upper Limit box, type the upper limit value for the clicked tag or tags.The plot shows this value as the upper limit in the axis.

7. In the Lower Limit box, type the lower limit value for the clicked tag or tags.The plot shows this value as the lower limit in the axis.

8. Click Set Limits to Configured Values to set the upper and lower limits tothe high extreme and low extreme values.

9. In the Axis Value Format box, select the value format for the trend plot. You canselect from the following formats:

Click … To display…

General Number The default value without a character separatingthe thousand values.

Fixed The number with at least 1 digit to the left and 2digits to the right of the decimal separator.

Currency The number with a character separating thethousand values, and always showing 2 digits tothe right of the decimal separator.This setting also displays negative numbers inparentheses.

If autoscaling isenabled, you cannot setthe upper and lowerlimits; Process Trendsets these valuesautomatically.

Getting Data


Click … To display…

Standard The number with a character separating thethousand values, and showing two digits to the rightof the decimal separator.

Scientific The number in scientific notation.

10. Click OK.

Setting Trend Plot Line Setup Options

You can select custom line settings for the tags appearing in the plot. This featureenables you to override the Process Trend default line settings and select unique linecharacteristics that clearly identify key traces in the plot.

To set the trend plot line setup options

1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag orCtrl-click the tags for which you want to set the line properties options.

2. In the Advanced Plot Definition window, click the Trend Line Setup tab.The Trend Line Setup window appears:

To apply different lineproperties to differenttags, set the optionsindividually for eachtag.

Getting Data


3. In the Type box, select one of the following line types:

Select… To format the line as a…

Linear Linear line that is smoothed between each datapoint.

Step Line that shows the incremental steps betweeneach data point.

4. In the Style box, select one of the following style types:

Select… To format the line as…

Solid ___________

Dash Dash _ _ _ _ _ _ _ _

Dot Dot ……………….

Dash Dot _._._._._._._._

Dash Dot Dot _.._.._.._.._.._.

5. In the Width box, select the width of the line.

6. Click Change Line Color.The Color box appears:

7. Click the color you want to apply to the line.

8. Click OK.The Color window closes.

9. In the Trend Line Setup window, click to select the Override DefinedDescription check box and type a custom description for the tag.Clear this check box to accept the Process Trend generated description.

10. Click to select the Override Defined Units check box and type a unit name.This setting modifies only the defined units, and no conversion occurs. Clear thischeck box to accept the Process Trend generated units.

You can only modifythe width of solid linestyles. All other linestyles default towidth=1.

To create detaileddescriptions forcalculated tags, createcustom tag descriptions.

Getting Data


Viewing Tag Definitions

You can use the Advanced Plot Definitions window to view the definitions of any ofthe tags in the plot. This feature enables to you see all configured definitionsassociated with a tag.

To view tag definitions

1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag forwhich you want to view the tag definition.

2. In the Advanced Plot Definition window, click the Tag Definition tab.The Tag Definition window appears:

3. Click OK to close the window.

Creating Conditional Queries

The Advanced Plot Definitions Conditional window enables you to create conditionalqueries that retrieve information on tags independent of the tags included on the trendplot.

The conditional statements are based on mathematical comparison operators such asgreater than, less than, and equal to. For example you can type a statement such as:

src_a.gsin0000.pv > -50

This statement returns a 0 when a value is less than or equal to -50, and a 1 when thevalue is greater than -50. The time range is also returned with the values. Thesevalues enable you to identify time ranges on which you want to base the trended data.

Information in the TagDefinition window is read-only.

Getting Data


To create a conditional query

1. In the Advanced Plot Definition window, click the Conditional tab.The Conditional window appears:

2. In the Enter Conditional expression box, type the expression.

3. In the Resample Interval box, type the number of seconds you want to sample thedata.

4. Click to select the State changes only check box to limit the resampled values toonly values that have changed from the previous sampling.

5. In the Return Type box, select one of the following:

Select this return type… For this type of expression…

Integer If tag 1 < -250 then return 0 else return 1 endif

Float If tag 1 <-250 then return –1.00 else return 1.00 endif

Character If tag 1 <-250 then return "Alarm" else return "Normal"endif

6. In the Return Size box, type the number of character spaces required to displaythe return type value. You can modify the character space settings for only textreturn types.

Note: The Character data type must have a return size as large as the longest textreturn string. In the sample text expression in the table, the return size must be 6to accommodate the 6 characters in the word "normal".

7. Click Calculate to process the expression.The values appear in the Conditional Results tab.

The data retrieved isbounded by the timerange represented inthe Time Span toolbar.

Getting Data


Viewing Conditional Query Results

The results of the conditional expression show in the Conditional Results tab of theAdvanced Plot Definition window.

You can click a row in the Conditional Results window and apply the time spanassociated with the row to the tags in the plot.

Navigation arrowsautomatically displayin the window if theconditional queryresults include morethan 100 rows.

Viewing Plots


Viewing Plots

OverviewOnce you create a plot, you can use the Process Trend display options to customizethe plot to highlight different traces. You can also zoom in on specific data in the plotwindow to view the values associated with a single point on the entire plot.

All plots have an associated data table that contains a spreadsheet format of all of thevalues used to generate the traces on the chart. You can use this table in associationwith the trend plot to interpret the operations in the plant.

Setting Plot CharacteristicsYou can use the plot characteristics settings to customize how the traces and datadisplay in the plot. The following plot settings are available from the PlotCharacteristics window:

• setting trace areas

• setting the plot title

• changing display object characteristics, such as axis settings, gridline formats, andlegends

• setting the periodic plot update rate

• setting the zoom percentage

• setting hairline cursor

• setting fonts

Setting Trace Areas

You can define the formatting for the trace area on the plot. Process Trend alsoincludes a hide/show traces feature that enables you to hide one or several tags fromthe trace area. This is useful when traces in the plot overlap, making it difficult toanalyze the trace.

Viewing Plots


To set the trace area background color

1. In the active plot, from the Plot menu, click Modify Plot Characteristics.The Plot Characteristics window appears:

2. Click the Plot Setup tab.

3. In the Select Object to Configure box, click Trace Area.

4. Click Background Color.The Color window appears:

Viewing Plots


5. Click the color you want to apply to the trace area background.

6. Click OK.The selected color appears as the background color of the trace area.

Setting Grids

You can set the grid display options such as line style attributes and vertical and/orhorizontal grid lines display.

To set the grid options



3. In the Select Object to Configure box, click Grid.

4. Click or clear the Show Vert Grid check box to show or hide the vertical grid onthe plot.

Viewing Plots


5. Click or clear the Show Horiz Grid check box to show or hide the horizontal gridon the plot.

6. Click the Style box, and select the line style for the grid lines.

7. Click Color.The Color window appears:

8. Click the color you want to apply to the grid lines.

9. Click OK.The grid options are applied to the active trend plot.

Viewing Plots


Setting Axis

You can define the number of tick marks separating the major and minor divisions onthe x and y-axis of the plot.

To set the horizontal axis



3. In the Select Object to Configure box, click Horizontal Axis.

4. In the Major Divisions box, type the number of ticks separating the majordivisions in the axis. You can also click the up and down spin arrows toincrement or decrement the value.

Viewing Plots


5. In the Minor Divisions box, type the number of ticks between two majordivisions in the axis. You can also click the up and down spin arrows toincrement or decrement the value.


7. Click the color you want to apply to the horizontal axis.

8. Click OK.The options are applied to the horizontal axis in the plot window.

To set the vertical axis

• Follow steps 1 to 9 in To set the horizontal axis, and apply all settings to thevertical axis.

Viewing Plots


Setting the Hairline Cursor

You can set the hairline cursor display options so the cursor is easily identifiable inthe plot window.

To set the hairline cursor



3. In the Select Object to Configure box, click Hairline Cursor.

4. In the Width box, type a value between 1 and 10 for the width of the hairlinecursor.

Viewing Plots



6. Click the color you want to apply to the hairline cursor.

7. Click OK.The options are applied to the hairline cursor in the active plot window.

Setting the General Plot Display

You can set the general settings such as plot titles, axis text display, and update rates.

Viewing Plots


To set the general plot display



3. In the Plot Title box, type the title to appear in the active plot.

Viewing Plots


4. In the Plot Settings area, set the following options:

Click… To…

Display Plot Title Show the plot title in the plot.Clear the check box to remove the plot title from the plot.

Display Time Axis Text Show the time axis text at the top of the plot.Clear the check box to remove the time axis text from theplot.

Display Value Axis Text Show the value axis text at the left of the plot.Clear the check box to remove the value axis text fromthe plot.

Black/White Show the value axis text in black and white.

Trace Color Show the value axis text in the color associated with thetrace.

Display Legend Click to show the tag legend at the bottom of the plot.Clear the check box to remove the tag legend from theplot.

Plot Update Rates inSeconds

Select the rate at which the data in the plot is updated.

Zoom percentage Select the percentage the window zooms into the plotwhen you click the zoom icon.

5. Click OK.The options are applied to the active plot.

Viewing Plots


Setting Fonts

You can set the fonts that appear in trend plots. This feature enables you to use fontsthat the users can easily read and that also highlight important data.

To set plot fonts

1. In the active plot, from the Plot menu, click Modify Plot Characteristics orFonts.The Plot Characteristics window appears:

2. Click the Fonts tab, if not already selected.

3. In the Select box, click the text to which you want to apply the font settings.

4. In the Font box, select the font you want to apply to the text.

Viewing Plots


5. In the Font Size box, select the font point size.

6. In the Characteristics box, select the font style.

7. Click OK.The changes are applied to the active plot.

Zooming in Plot AreasYou can use the zoom button to magnify an area of the plot. The zoom feature isavailable on only time-based plots, such as trends and SPC charts. You can usedifferent Process Trend features to focus on specific areas of the plot.

The following features enable you to focus on a specific area of information in theplot:

• zoom buttons

• crosshairs

• hairline cursor

Using the Zoom Feature

The zoom feature works in combination with the time span settings. For example, if aplot has a 1 hour time span, and the zoom factor is 50%, when you zoom on the plot,the new time span becomes 30 minutes; if the zoom factor was set to 200%, then thenew time span becomes 2 hours.

To set the zoom factor

1. On the Time Span toolbar, click the zoom factor box.

2. Select the zoom percentage.

Zoom values >100% will increasethe timespan, whilezoom values <100% will decreasethe timespan.

To use the TimeSpan toolbar, seeUsing the TimeSpan Toolbar.

Viewing Plots


To zoom in a plot

1. Click the zoom button on the Time Span toolbar.You can also press F5 to zoom in on a plot.The cursor changes to a scope icon.

2. Position the cursor in the plot and then click in the area of the plot that willbecome the center of the zoomed view.The view increases by the zoom value.

Notes:

• If autoscale is active, only the time scale is rescaled to the zoomed scale.

• If autoscale is inactive, both the time and value scales are rescaled to the zoomedscale.

• If you change the Time Span scroll bar, all retained zoom views are reset to zeroand you can no longer unzoom views.

3. When you complete zooming, press F6 to synchronize all tags to now andremove any time offset created by the zoom adjustments.

Using the Crosshair

You can use the crosshair to view the x and y value on a plot for a selected tag. Thisinformation is useful when you want to determine the specific tag values at onelocation on the chart. For example, if you notice a spike for a tag in a plot, you canclick the tag, place the crosshair on the peak location, and then view the exact valueand time that the spike occurred.

To use the crosshair

1. In the active plot, click the tag in the tag legend that you want to view with thecrosshair.

2. On the Standard toolbar, click the Cursor Position icon.

Right-click the zoomfactor button to zoom inon only the Time axis.

Press F7 to unzoom theview. Only the last fivezoom adjustments areretained.

To view the toolbarbuttons and theirdescriptions, seeUsing the StandardToolbar.The x and y valuesshow the value onthe plot, not theactual trend data.

Viewing Plots


3. Place the crosshair on plot location for which you want to view the x and yvalues.The values appear at the bottom of the Process Trend window.

4. Continue moving the crosshair to view additional values.

Using the Hairline Cursor

You can use the hairline cursor to view trend data for specific coordinates on a plot.The hairline cursor differs from the crosshairs as it shows trend data, rather than x-ycoordinate values on the plot. When you place the hairline cursor on a plot, it showsthe actual values representing the intersection between the hairline and the trace lines.You can use the hairline cursor to view data in a plot by:

• Placing the cursor on a plot and viewing the values that appear at the bottom of theplot window. You can lock the hairline cursor and use the arrow keys to move thecursor in small increments. This enables you to view data in a controlled formatrather than manually moving the mouse to position the hairline.

• Opening the data table for the plot. As you move the hairline cursor, the values atthe hairline position are highlighted in the table. You can use this feature to see thespecific values associated with the plot trace.

• Clicking a row in the plot data table and viewing where the hairline cursor moveson the plot window. You can use this feature to browse through the data figuresand then see the represented data in the trace.

Viewing Plots


To use the hairline cursor on a plot

1. Open the plot you want to view.

2. On the Standard toolbar, click the Hairline icon.A hairline cursor appears on the plot window.

3. Move the mouse to position the hairline cursor at the desired location.The values at the bottom of the plot window change to reflect the values for thetrace lines intersecting with the hairline cursor.

To lock the hairline cursor

1. Follow steps 1 to 3 in To use the hairline cursor on a plot to position the hairlinecursor on the plot.

2. Right-click the hairline, and from the shortcut menu, click Lock Hairline. Youcan also lock the hairline by pressing Shift-F2, double-clicking a position on theplot, or from the Plot menu, clicking Lock Hairline.

3. Press the left and right arrow keys to move the cursor in 1 second increments.

4. Press Ctrl-left arrow key or Ctrl-right arrow key to move the cursor in 1 minuteincrements.

To use the hairline cursor with a data table

1. Follow steps 1 to 3 in To use the hairline cursor on a plot to position the hairlinecursor on the plot.

2. On the Standard toolbar, click the Data icon. The trend data for the plot appearsin the data table, and the data row associated with the location of the hairlinecursor is highlighted.

3. Move the hairline cursor in the plot window. The data row associated with thenew location is highlighted.

To use the data table to move the hairline cursor

1. To position the hairline cursor on the plot and open the data table, follow steps 1to 2 in To use the hairline cursor with a data table.

2. Click a row in the data table. The hairline cursor moves to the location in the plotassociated with the highlighted row.

3. Continue clicking on rows in the data table to view the location of the data on theplot.

To move the cursor tothe far right position onthe plot, press F2; orfrom the Plot menu,click Reset Hairline.

When you lock thehairline it is locked to apixel position.

Viewing Plots


Using the Trace SettingsYou can modify how the traces in your plot appear and set how the data in the tracesis updated.

To hide trace areas

• In the legend at the bottom of the plot window, Alt-click the tag or tags that youwant to hide from the active plot window.The traces no longer appear in the active plot window.

To show trace areas

• In the legend at the bottom of the plot window, Alt-click the tag or tags that youwant to show on the active plot window.The traces show in the active plot window.

Locking Trace Areas

You can lock the trace area in the trend plot to prevent the data from updating whileyou are analyzing the plot. When you complete your analysis, or when you requireupdated data, you can unlock the trace area so the data updates using the definedupdate rates.

To lock the trace areas

• From the Plot menu, click Lock Traces. All traces are locked in the active trendplot, and the data is no longer updated.

To unlock the trace areas

• From the Plot menu, click Unlock Traces. All traces are unlocked in the activetrend plot, and the data is updated according to the defined update rates.

You can also clickthe lock/unlock iconin the Time Spantoolbar, or press F8to lock or unlock thetraces in the activeplot.

You can also clickthe tag or tags tohide or show in thePlot Definitionwindow, and fromthe Plot menu, clickShow/HideSelected Traces.

Viewing Plots


Viewing Data TablesEach plot that you generate has an associated data table that contains the trend plotdata in a spreadsheet format. The information for each tag in the plot is structured inthree continuous columns in the data table. The data table shows the followingdetailed data for each tag on the plot:

• The date and time the tag information was retrieved.

• The tag value.

• The confidence level of the data.

Use the data table when you want to view the exact value associated with a plot andto quickly identify confidence levels and areas that require closer analysis. Theinformation data table is the source data for any comma delimited files that yougenerate. See the Exporting Data section for more information about commadelimited files.

Using the Data Table Menu

The data table menu bar provides commands you can use to work with the data tableindependently of the plot.

The menu bar provides the following commands:

Use this menu … To…

Close Close the open data table.

Edit Copy all or a portion of the data table.

Print Set the page orientation and print the data table.

View Optimize the data table column widths and set the windowview options.

Viewing Plots


Setting and Viewing TagsOnce you have added tags to a plot, you may need to modify the tags or need to adddescriptive text to the tag to provide additional information about the trace lines.

You can use the Time Span toolbar to isolate a tag or tags and then scroll through thetrace and trend data associated with these tags. The Operate scroll bar enables you toscroll through data of one tag or multiple tags with the same time axis.

Displaying Tag Descriptors

Tag descriptors are labels containing the tagname and the tag description that you canshow in a plot trace area. These descriptors are useful when you are printing trendplots to a black and white printer and you cannot distinguish the trace lines by color.By default, the tag descriptors are positioned where the trace line intersects the y-axis. However, you can move the descriptors on the plot.

To show tag descriptors

• In the active plot, click Show Tag Descriptors, from the View menu.The tag descriptors appear on the plot.

To move tag descriptors

Dragging the tag descriptors uses a non-standard drag and drop technique:

1. In the active plot, select the tag descriptor you want to move and then release themouse button.

2. Move the cursor to the new location.

3. Click the mouse button to drop the selected tag descriptor to the new location.

4. Repeat steps 1 to 3 for all tag descriptors you want to move.

When you displaytag descriptors,the descriptorsshow for all tagsin the plot.

To return the tagdescriptors to thedefault locations,click Align TagDescriptors fromthe View menu.

Viewing Plots


Modifying Plotted Tags

You can modify tags after you have plotted them. You may do this if when you viewthe plot you determine that different data is required to obtain a valuable perspectiveof the plant operations.

To modify plotted tags

1. From the Plot menu, click Add/Modify Plot Tag Definition.The Plot Tag Definition window appears.

2. Modify the settings.See Defining Basic Tag Settings and Defining Advanced Tag Settings forinformation about defining tags.

3. Click OK.The settings are applied to the trend plot.

Viewing Plots


Adding Annotations to PlotsYou can use the annotation feature to add up to eight custom comments to a plot. Theannotations are saved with the plot so you can record a comment about the plot thatwill show the next time the plot is opened. For example, if you see a flow volumetrace that you would like to highlight to another user, you can create an annotation,save the file, and then ask the other user to review the plot and your comments.

Creating Annotations

To create an annotation

1. Open the plot to which you want to add an annotation.

2. On the Standard toolbar, click the Annotate icon.The Annotation window appears:

3. In the Enter Annotation box, type the annotation comments.

4. Click Save.The annotation appears as an icon in the top left corner of the plot window.

An annotationicon appearsfor eachannotation.

When you open atrend containing anannotation, theannotation appears asan icon in the top leftcorner of your plot.

Viewing Plots


Showing Annotations

By default, annotations appear as icons in the top left corner of a plot window. Youcan show the text in the annotation, and then print the plot to obtain a print of the plotand annotation text. You can also move annotations to locate them next to theassociated traces or points in the plot.

To show annotation text

1. In the left corner of the plot window, double-click the annotation icon.The Annotation window appears:

2. If there is more than one annotation, click the Select Annotate Number box andselect the number of the annotation you want to view.

To move annotations

Dragging the annotations uses a non-standard drag and drop technique:

1. In the active plot, select the annotation you want to move and then release themouse button.

2. Move the mouse cursor to the new location of the annotation.

3. Click the left mouse button to drop the annotation to the new position.

4. Repeat steps 1 to 3 for all annotations you want to move.

Modifying Annotations

You can change the text in an annotation that appears on a plot. This feature is usefulif you have an additional comment related to an annotation on a plot. You can alsodelete annotations.

To modify annotations

1. Open the annotation you want to modify.

2. In the Enter Annotation box, modify the text as required.

3. Click Save.The modified annotation is saved.

You can also show theannotation text byclicking Annotate,Show Text from theView.

When you close theplot, the annotationsreturn to icon view.

If there is more thanone annotation onthe plot, click theSelect AnnotateNumber to select theannotation you wantto modify or delete.

Viewing Plots


To delete annotations

1. Open the annotation you want to delete from the plot.

2. In the Annotation window, click Delete.The annotation is removed from the window.

Setting and Viewing Time CharacteristicsYou can modify the time characteristics in trend plots to obtain a different view ofthe plotted data. The time span begin and end times in a plot may vary between tags.However, all tags on a plot must be assigned the same length of time span. Forexample, all of your tags have a two hour range, but one tag data collection periodmight begin at 2:00 p.m. and end at 4:00 p.m., while another tag data collectionperiod might begin at 10:00 a.m. and end at 12:00 p.m. Both of these settings arevalid.

Working with Time Lags

A time lag represents the time offset value from the current time. This is shown onthe time scroll bar as the distance between the scroll button and the right edge of thescroll bar. Each tag can have a different time lag (also called a time offset value).This time lag value allows the user to review historical data for each selected tag.

Changing Time Spans

The time span setting represents the length of time in the plot x-axis. You can clickthe time span control on the Time Span toolbar and select a Process Trend defaulttime span for the x-axis, or you can create a custom time span using the Plot TagDefinition window.

Refer to the following sections for information about changing time spans:

To… See this section…

Learn how to select a different default timespan for a plot.

Using the Time Span Toolbar

Learn how to set a custom time span for aplot.

Setting Time Axis Options

Using the Time Span Scroll Bar

You can use the Time Span scroll bar on the Time Span toolbar to move between thedata in a plot (you must first select a tag or tags in the plot before you can use theTime Span scroll bar to view the data). You can adjust the Time Span scroll barpanning settings to increase or decrease the default settings.

Viewing Plots


To use the Time Span scroll bar

1. Click a tag, or tags, in the plot. Two asterisks (**) appear to the left of theselected tag or tags.

2. Move the scroll bar to view the data for a specific period. The time and date ofthe displayed data appear under the Time Span scroll bar and is updated in thelegend of the plot window.

If the scroll box is grayed out, you have clicked tags that do not have the sametime span setting.

To modify the Time Span scroll bar panning definitions

1. From the Plot menu, click Time Scrollbar Attributes.The Modify Scrollbar Attributes window appears:

2. In the Arrow Increment box, select the percentage of the total time span that youwant a single click of the arrows in the Time Span scroll bar to pan the plotwindow. For example, if your plot time span is 12 hours, a 25% arrow incrementpans the plot 3 hours and a 50% page increment pans the plot 6 hours.

3. In the Page Increment box type, select percentage of the total time span that youwant a single click in the Time Span scroll bar to pan the plot window.

To set the timespan for all tags,see Setting TimeAxis Options.

Viewing Plots


Changing Trend Plot ScalesYou can set the upper and lower limits of the value axis (y-axis) for one, several, orall plotted tags. This enables you to analyze some traces individually or to apply thesame scale to several tags to analyze them as a group.

You can also set a scale to Automatic Scaling or Manual Scaling as follows:

Use this trend plot scale … To…

Automatic Scaling (Autoscale) Have Process Trend automatically adjust thetag trend plot scale to the tag’s highest andlowest tag values for the defined time span.

Manual Scaling Manually set the highest and lowest value andprevent Process Trend from resetting thevalues.

To change a trend plot scale

1. In the active plot, double-click the upper or lower value limits for a tag.The Plot Tag Definition window appears.

2. Follow the steps in To set the value axis options.

Viewing Plots


Viewing Multiple PlotsYou can view up to eight trend plot displays and ten analysis displays at one time toview data from different areas of the plant, or from other plants.

To view multiple plots

1. On the Standard toolbar, click the Open icon.The Open window appears:

2. In the Look in box, locate the file to open.

3. In the Files of type box, select the type of file you want to open.

4. In the File name box, type the name of the file to open.

5. Click Open. The file opens.

6. Repeat steps 1 to 5 to open additional files.

Exporting DataYou can export the data in a plot to a comma-separated (.csv) file. You can thenimport this data into applications such as Microsoft Excel where you can performfurther analysis. The trend plot data table is the data source for the comma separatedfile.

To export data

1. Open the plot you want to export.

2. From the File menu, click Export.The Export Data File window appears:

You can click the Logicon on the Standardtoolbar to generate a.csv file and view the filein a text reader. Youcan then save this file.

You can alsoopen a file bydouble-clickingthe file name inthe Open window.

Viewing Plots


3. In the Save in box, locate the directory into which you want to save the file.

4. In the File name box, type the file name.

5. In the Save as type box, select the file type.

6. Click Save.The file is saved to the specified directory.

Analyzing Plots


Analyzing Plots

OverviewProcess Trend provides four different analysis charts that you can use to analyzeprocess data. An analysis chart can be based on the active plot, or you can selectspecific tags on which to generate an analysis charts.

You can create the following analysis charts:

Use this chart… To report…

Statistical General statistical information in a graphic format. Thischart shows information such as normal distribution,mean, and standard deviation.

SPC General statistical process control information in a graphicformat. This chart shows information such as x-bar, upperand lower control limits, as well as out of control values.

Regression Standard regression information in a graphic format. Thischart shows information such as x-y plot and the line ofregression.

Power Spectrum Standard frequency analysis information in a graphicformat.

When you create an analysis chart from a trend plot, the first selected tag in thelegend is analyzed in the chart. If the analysis uses two tags, for example, aregression analysis, the first two selected tags in the legend are analyzed.

Setting Analysis Chart OptionsThe display set up for each of the analysis charts is very similar between differentchart types. For example, you follow the same procedures to modify the text, lines,fonts, and colors used in charts. When you change the settings for one analysis chart,the settings do not change for each open chart. You have to set the display options foreach of the open analysis charts.

You can also define specific data retrieval properties for an analysis chart. The dataretrieval properties enable you to modify the retrieval settings including retrievaltypes, time spans, and start and end times.

Analyzing Plots


Setting General Options

Once you open or create an analysis chart, you can access the customized analysischart menu bar. All of the analysis chart setup features are available from the Plotmenu on the Analysis menu bar.

You can set the following chart options:

• fonts

• general plot features including axis widths, border, grids, and title bar positions

• tag retrieval properties

To set fonts

1. In the open analysis chart, from the Plot menu, click Fonts.The Fonts window appears:

2. See Setting Fonts for information about setting fonts.

3. Click OK.The font settings are applied to the active analysis chart.

Analyzing Plots


To set general plot features

1. In the open analysis chart, from the Plot menu, click Modify AnalysisCharacteristics.The Plot Setup window appears:

2. You can define the following plot settings:

In this area… Click these setup options…

Display Options Text title display

Y axis title display

Legend display

X axis title display

Axis X and Y axis width and color

Border Plot border width and color

Grids Grid line color, width, and line style

Plotting Area Color Color for the area inside the x and y axis

Background Color Color for the background of the entire plot

3. Click OK.The settings are applied to the active analysis chart.

Analyzing Plots


Setting Retrieval PropertiesThe same Retrieval Properties window is used to define custom settings for all of theanalysis chart types. Once you have generated an analysis chart, you can modify itsretrieval properties.

To set retrieval properties

1. In an open analysis chart, from the Options menu, click Defaults, RetrievalProperties.The Retrieval Properties window appears:

2. Set the retrieval properties.See Defining Basic Tag Settings for information about setting retrievalproperties.

3. Click the Reset button to reset the analysis chart retrieval properties to theprevious default settings.

4. In the Access Mode area, click one of the following access settings:

Click… To…

Auto Update the data using the Process Trend default settings.

Trend Update the data using data from the associated trend plot.

Server Update the data using data directly from the PHD server.

5. Click OK.The retrieval settings are applied to the analysis chart.

You can definecustom retrievalproperties for ananalysis chart.

Analyzing Plots


Using Analysis ChartsOnce you create an analysis chart you can define specific tag settings and line/barattributes to make the data more relevant to your analysis requirements. You cancreate an analysis chart using a trend plot for the data source, or you can create ablank analysis chart and then define the tag or tags to chart.

You can also drag tags from a trend plot in to an analysis chart to change the analysisdata source. The new tag replaces the previous tag in the analysis chart.

Creating Statistical Charts

Statistical charts provide you with information about the performance of a tag withina plant. You can use this data to view variances in a plant’s operations and to identifyoperational errors reflected in the analysis chart.

To create a Statistical chart from a trend plot

1. Open the trend plot on which you want to base the Statistical chart.

2. On the Standard toolbar, click the Statistical Chart icon.A Statistical chart is generated using the first selected tag in the legend of thetrend plot as the data source.

Analyzing Plots


To change and define a tag in a Statistical chart

1. In an open Statistical chart, from the Plot menu, click Add/Modify AnalysisTags.The Statistics Analysis Tag Definition window appears:

NOTE: The Tag Explorer button on this display does not work with ProfitEmbedded PHD. Profit Tag Explorer or Favorite Tags list must be used to selecttags for plotting.

2. Open Profit Tag Explorer. Refer to the Working with Profit Tag Explorersection for information on how to use Profit Tag Explorer.The Profit Tag Explorer window appears.

3. In Profit Tag Explorer, click the tag you want to use in the Statistical chart.

4. Drag the tag to the Current Tag box in the Statistical Analysis Tag Definitionwindow. If the maximum number of eight (8) tags has not been reached, theinformation is updated using the new tag and the new tag appears in the CurrentTag box.

NOTE: A maximum of eight (8) tags is allowed in the Current Tag box. If theCurrent Tag box contains eight (8) tags any tag dragged into the Current Tag boxthereafter is NOT added to the Current Tag box. Consequently, if the tag youwant to chart cannot be added to the Current Tag box, use Profit Tag Explorer orthe Favorite Tags List to change the tag in the chart.

5. Click Tag Definition.The Tag Definition window displays the properties for the tag in the Statisticalchart.

You can alsoselect a tag in theCurrent Tag box tochange the tag inyour Statisticalchart. A maximumof eight tags isallowed in theCurrent Tag box.

Analyzing Plots


6. Click OK.The Tag Definition window closes.

7. Click Retrieval.The Retrieval Properties window appears.

8. Set the data retrieval properties.See Setting Retrieval Properties for information about setting the retrievalproperties.

The Tag Definitionwindow is read-only.

Analyzing Plots


9. The sets the End Date / Time to 1/1/01 at 12:00 a.m. and the Start Date /

Time is back calculated using the Time Span specified. For example, if theis clicked and the Time Span is 4 hours, the End Date / Time is set to 1/1/01 at12:00 a.m. and the Start Date / Time is calculated to be 12/31/00 at 8:00 p.m. asillustrated in the display below.

10. Click OK.The Retrieval Properties window closes and you are returned to the StatisticsAnalysis Tag Definition window.

11. In the Low box in the Standard Limits area, type the lowest value for the y-axis.

12. In the High box in the Standard Limits area, type the highest value for the y-axis.

13. In the #Bars box in the Calculation area, use the up and down arrows to select thenumber of bars to appear in the histogram.

14. In the Calculation area, click Unit to show the y-axis value in units or click % toshow the y-axis value as a percent.

15. Click OK.The tag definition settings are applied to the Statistical chart.

Analyzing Plots


To set the line/bar options in a Statistical chart

1. In an open Statistical chart, from the Plot menu, click Lines/Bar.The Lines/Bar window appears:

2. In the Histogram area, click the up and down arrow to modify the width of thehistogram bar.


4. Click the color to use for the histogram bar.


6. In the Norm. Dist area, click the up and down arrows to modify the width of theline.

Analyzing Plots


7. Click to select the Show check box to show the Norm. Dist line on the Statisticalchart. Clear the Show check box to remove the Norm. Dist line from theStatistical chart.

8. Click Color.

9. Repeat steps 4 and 5.

10. Repeat steps 6 to 9 for the LSL/HSL area, 3xStd Dev area, Mean Value area.

11. In the Plot Type area, click the bar format to apply to the Statistical chart.

12. Click OK.The formatting is applied to the Statistical chart.

Creating SPC Charts

Statistical process control (SPC) charts provide you with information about theperformance of processes within a plant. You can use the information in the chart tovisually identify areas where processes are running efficiently, and to identify wherethere is variation in the processes.

To create a SPC chart from a trend plot

1. Open the trend plot on which you want to base the SPC chart.

2. On the Standard toolbar, click the SPC Chart icon.A SPC chart is generated using the first selected tag in the legend of the trendplot as the data source.

Analyzing Plots


To change and define a tag in a SPC chart

1. In an open SPC chart, from the Plot menu, click Add/Modify Analysis Tags.The Statistics Process Control Tag Definition window appears:



3. In Profit Tag Explorer, click the tag you want to use in the SPC chart.

4. Drag the tag to the Current Tag box in the Statistics Process Control TagDefinition window. If the maximum number of eight (8) tags has not beenreached, the information is updated using the new tag and the new tag appears inthe Current Tag box.


5. Click Tag Definition.The Tag Definition window displays the properties for the tag in the SPC chart.

You can also select atag in the Current Tagbox to change the tagin your Statisticalchart.

Analyzing Plots



7. Set the data retrieval properties. See Setting Retrieval Properties for informationabout setting the retrieval properties.

8. Click OK.The Retrieval Properties window closes and you are returned to the StatisticsProcess Control Tag Definition window.

9. In the Sample Size box use the up and down arrows to select a sample sizenumber from 1 to 25.

10. Click to select the Out Ctl Beep check box to have a beep sound when the controllimits are exceeded.

11. In the CLs for X Bar area:

To… Do this…

Have Process Trend set the Lower and Upper Linecontrol limits for X Bar.

Click the Auto check box.

Type the Lower and Upper Line control limits for XBar in the boxes.

Clear the Auto check box.

12. In the CLs for X Range area:

To… Click…

Have Process Trend set the Lower and Upper Linecontrol limits for X Range.

Click the Auto check box.

Type the Lower and Upper Line control limits for XRange in the boxes.

Clear the Auto check box.

13. Click OK.The tag definition settings are applied to the SPC chart.


Analyzing Plots


To set the line/bar options in a SPC chart

1. In an open SPC chart, from the Plot menu, click Lines/Bar.The Lines/Bar window appears:

2. In the Data Marker area, click the data marker format to apply to the SPC chart.

3. Click to select the Filled check box to have the data marker filled. Clear theFilled check box to have the data marker appear as an outline.

4. In the X Bar and Out Ctl area, click the up and down arrows to modify the widthof the data markers.

5. In the X Bar area, click the up and down arrows to modify the width of the line.

6. Click Color.The Color window appears.To view the Color window, see page 93.

7. Click the color to apply to the bar or line.


9. In the CL area, click the up and down arrows to modify the width of the line.

10. Click or clear the Show check box to show or hide the CL line on the SPC chart.

Analyzing Plots


11. Click Color.The Color window appears. To view the Color window, see page 93.

12. Repeat steps 7 and 8.

13. Repeat steps 9 to 12 for the LCL/UCL area.

14. In the Plot Type area, click the line format for the SPC chart.

15. Click OK.The formatting is applied to the SPC chart.

Creating Regression Analysis Charts

Regression Analysis charts provide you with information about how a singledependent variable is affected by the values of one or more independent variables.This information provides you with the opportunity to predict how a similardependent process will perform if you modify the independent variables, such astemperature.

To create a Regression Analysis chart from a trend plot

1. Open the trend plot on which you want to base the Regression Analysis chart.

2. On the Standard toolbar, click the Regression Analysis icon.A Regression Analysis chart is generated using the first two selected tags in thetrend plot legend as the data source.

Analyzing Plots


To change and define the tags in a Regression Analysis chart

1. In an open Regression Analysis chart, from the Plot menu, click Add/ModifyAnalysis Tags.The Regression Analysis Tag Definition window appears:



3. In Profit Tag Explorer, click the tag you want to use in the Regression Analysischart.

4. Drag the tags to the Current Tag for X box and Current Tag for Y box in theRegression Analysis Tag Definition window. If the maximum number of eight(8) tags has not been reached, the information is updated using the new tags andthe new tags appear in the Current Tag boxes.

NOTE: A maximum of eight (8) tags is allowed in each of the Current Tagboxes. If the Current Tag boxes contain eight (8) tags any tag dragged into theCurrent Tag boxes thereafter is NOT added to the Current Tag boxes.Consequently, if the tag you want to chart cannot be added to the Current Tagboxes, use Profit Tag Explorer or the Favorite Tags List to change the tags in thechart.

5. Drag the tags you want to use into the Regression Analysis chart window.The information is updated using the new tags and the new tags appear in theCurrent Tag boxes.

You can also selecta tag in the CurrentTag boxes tochange the tags inyour RegressionAnalysis chart.

Analyzing Plots


6. In the Current Tag for X and Current Tag for Y boxes, click Tag Definition.The Tag Definition window displays the properties for the tag in the RegressionAnalysis chart.


8. In the Current Tag for X and Current Tag for Y boxes, click Retrieval.The Retrieval Properties window appears.

9. Set the retrieval properties. See Setting Retrieval Properties for informationabout setting the retrieval properties.

10. Click OK.The Retrieval Properties window closes and you are returned to the RegressionAnalysis Tag Definition window.

11. Click Covariance.The time shift value is adjusted and the regression is recalculated based on thetime shift value.

12. Use the Time Shift Scrollbar to adjust the time shift value to use to recalculatethe regressions.


Analyzing Plots


To set the line/bar options in a Regression Analysis chart

1. In an open Regression Analysis chart, from the Plot menu, click Lines/Bar.The Lines/Bar window appears:

2. In the XY Plot area, click the data marker format to apply to the chart lines.

3. Click to select the Filled check box to have the data marker filled.Clear the Filled check box to have the data marker appear as an outline.

4. In the XY Plot area, click the up and down areas to modify the width of the datamarkers.

5. In the Regression area, click the up and down arrow to modify the width of theline.

6. Click or clear the Show check box to show or hide the regression line on theRegression Analysis chart.




10. In the Plot Type area, click the line format for the Regression Analysis chart.

11. Click OK.The formatting is applied to the Regression Analysis chart.

Analyzing Plots


Creating Power Spectrum Charts

Power Spectrum charts generate a standard frequency analysis chart.

To create a Power Spectrum chart from a trend plot

1. Open the trend plot on which you want to base the Power Spectrum chart.

2. On the Standard toolbar, click the Power Spectrum icon. A Power Spectrumchart is generated using the first selected tag in the trend plot legend as the datasource.

To change and define the tags in a Power Spectrum chart

1. In an open Power Spectrum chart, from the Plot menu, click Add/ModifyAnalysis Tags.The Power Spectrum Tag Definition window appears:



3. In Profit Tag Explorer, click the tag you want to use in the SPC chart.

Analyzing Plots


4. Drag the tag to the Current Tag box in the Power Spectrum Tag Definitionwindow. If the maximum number of eight (8) tags has not been reached, theinformation is updated using the new tag and the new tag appears in the CurrentTag box.


5. In the Current Tag box, click Tag Definition.The Tag Definition window displays the properties for the tag in the PowerSpectrum chart.


7. In the Current Tag box, click Retrieval.The Retrieval Properties window appears.

8. Set the retrieval properties.See Setting Retrieval Properties for information about setting the retrievalproperties.

9. Click OK.The Retrieval Properties window closes and you are returned to the PowerSpectrum Tag Definition window.

10. In the Calculation area, click to select the Remove Mean check box to preventcalculation of the mean value.Clear the Remove Mean check box to use the mean value in the calculation.

11. In the Unit area, click Decimal to show the y-axis in decimal values.

12. In the Unit area, click db to show the y-axis in db values.

13. Click OK.The settings are applied to the Power Spectrum chart.


You can also select atag in the Current Tagbox to change the tagin your PowerSpectrum chart.

Analyzing Plots


To set the line/bar options in a Power Spectrum chart

1. In an open Power Spectrum chart, from the Plot menu, click Lines/Bar.The Lines/Bar window appears:

2. In the Spectrum area, click the up and down arrow to modify the width of theline.




6. Click OK.The formatting is applied to the Power Spectrum chart.

Analysis Chart AlgorithmsFollowing are the algorithms for analysis charts.

Statistical Charts

You can set the following parameters for Statistical charts:

• LSL: Low Standard Limit. The Low Extreme value in PHD server configurationinformation is used as the default value for LSL, but users can modify it later.

• HSL: High Standard Limit. The High Extreme value in PHD server configurationinformation is used as the default value for HSL, but users can modify it later.

• #Bar: Number of bars in histogram. The default value for #Bar is 10, but users canmodify it later.

• Unit: Y Axis unit. The default value for Unit is Counts, but users can select Countsor Percent.

The Statistics Analysis is based on N samples of a PHD tag data:

V[1], V[2], ......, V[N].

where N is the number of data samples with good value.

Analyzing Plots


The following analysis results will be obtained if the history data is valid:

Min is the Minimum Value of the V[].

Max is the Maximum Value of the V[].

Histogram: The Histogram is calculated by:

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

W = (Max - Min) / #Bar.

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

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

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

If the Unit is selected as Percent, the heights of bars in the histogram is Percent[i],and

Percent[i] = Counts[i] / N

Mean Value Mean:

Mean

V i

Ni

N

====��====

[ ]1

Standard Deviation Dev:

(((( ))))Dev

V i Mean

N====

−−−−��

−−−−

2

1

[ ]

Normal Distribution Curve: The Normal Distribution Curve, where area is equal tothe histogram, is calculated by:

(((( ))))Y x

WN

Dev

x Mean

Dev( ) exp==== −−−−

−−−−��

��

��

��2 2

2

2π

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

Process Capability Cp:

If both LSL and HSL are defined, CpHSL LSL

Dev====

−−−−6

If only LSL is defined, CpMean LSL

Dev====

−−−−3

If only HSL is defined, CpHSL Mean

Dev====

−−−−3

Analyzing Plots


SPC Charts

You can set the following parameters for Statistics Process Control charts:

• SSize: Sample Size. The default value for SSize is 3, but you can modify it laterfrom 1 to the 25.

• LCL1 and UCL1: Low Control Limit and Upper Control Line for X Bar Plot. Youcan enter LCL1 and UCL1 or Process Trend calculates the value if Auto is on.

• LCL2 and UCL2: Low Control Limit and Upper Control Line for X Range Plot.You can enter LCL2 and UCL2 or Process Trend calculates the value if Auto is on.

The Statistics Process Control is based on N samples of a PHD tag data:

V[1], V[2], ......, V[N]. and their time stamp array T[1], T[2], ......, T[N].

X Bar Plot is drawn by the mean value of sample groups, that is

( )Bar i

V m

SSizem i SSize

i SSize

[ ]

[ ]

= = − +

×

�1 1

Where i = 1, 2, ..., Ns and Ns is the number of sample groups given by Ns =N /SSize.

X Range is drawn by the range of sample groups in the case SSize > 1, that is

Range i Max V m Min V m[ ] ( [ ]) ( [ ])==== −−−−( (((( )))) (((( ))))m i SSize i SSize i SSize==== −−−− −−−− ++++ ××××1 1 1, ,..., , ) Where i = 1, 2, ..., Ns.

If SSize = 1, Range[] is given Range[i] = V[i] - V[i-1] Where i = 2, 3, ..., N.

The time stamps for Bar[i] and Range[i] is given by the median of the time span ofthe sample group,

(((( ))))Ts i

T i SSize T i SSize[ ]

[ ] [ ]====

−−−− ++++ ++++ ××××1 1

2Where i = 1, 2, ..., Ns.

The Central Line for X Bar and X Range CL1 and CL2 are given by the mean valueof Bar[] and Range[]

CLBar i

Ns1 ==== �� [ ]

and CLRange i

Ns2 ==== �� [ ]

If Auto mode decides the Control Limit :

Low Control Limit for X Bar LCL1 is given by LCL CL A CL1 1 2 1==== −−−− ⋅⋅⋅⋅

where A2 is dependent on SSize and shown in the Values of A2, D3, and D4 tablebelow.

Upper Control Line for X Bar UCL1 is given by LCL CL A CL1 1 2 1= + ⋅

Low Control Limit for X Range LCL2 is given by LCL CL D CL2 2 3 2= − ⋅

Analyzing Plots


where D3 is dependent on SSize and shown in the Values of A2, D3, and D4 tablebelow.

Upper Control Line for X Range UCL2 is given by LCL CL D CL2 2 3 2= + ⋅

where D3 is dependent on SSize and is shown in the Values of A2, D3, and D4 tablebelow.

Values of A2, D3, and D4

SampleSize SSize

A2 D3 D4

1 2.659 0 3.2782 1.88 0 3.2673 1.023 0 2.5754 .729 0 2.2825 .577 0 2.1146 .483 0 2.0047 .419 .076 1.9248 .373 .136 1.8649 .337 .184 1.81610 .308 .223 1.77711 .285 .256 1.74412 .266 .283 1.71713 .249 .307 1.69314 .235 .328 1.67215 .223 .347 1.65316 .212 .363 1.63717 .203 .378 1.62218 .194 .391 1.60819 .187 .403 1.59720 .18 .415 1.58521 .173 .425 1.57522 .167 .434 1.56623 .162 .443 1.55724 .157 .451 1.54825 .153 .459 1.541

Analyzing Plots


Regression Analysis Charts

You can set the following parameters for Regression Analysis charts:

• Shift: Time Shift. The default value for Shift is 0, but you can modify it later from0 to the Time Span / 4.

The Regression Analysis is based on Nx samples of a PHD tag data

Vx[1], Vx[2], ......, Vx[Nx].and their time stamp array Tx[1], Tx[2], ......, Tx[Nx],

and Ny samples of another PHD tag data Vy[1], Vy[2], ......, Vy[Ny].

and their time stamp array Ty[1], Ty[2], ......, Ty[Ny],

where Nx and Ny are the numbers of data samples with good value.

First, a new array V’y[1], V’y[2], ......, V’y[Nx] is calculated, and V’y[i] is theinterpolation value of Vy[] at the point Tx[i] + Shift. Where i = 1, 2, ..., Nx.

The XY plot is drawn using the data Vx[] and V’y[].

The Regression Line is drawn by y = Bx+A.

Where B is calculated by(((( ))))(((( ))))

(((( ))))B

Nx Vx i V y i Vx i V y i

Nx Vx i Vx i====

−−−− ��

−−−− ��

[ ] ' [ ] [ ] ' [ ]

[ ] [ ]2 2

and A is calculated by AV y i B Vx i

Nx====

−−−− �� ' [ ] [ ].

The Correlation Coefficient R is given by

(((( ))))(((( ))))(((( ))))[[[[ ]]]] (((( ))))[[[[ ]]]]

RNx Vx i V y i Vx i V y i

Nx Vx i Vx i Nx V y i V y i====

−−−− ��

−−−− �� −−−− ��

[ ] ' [ ] [ ] ' [ ]

[ ] [ ] ' [ ] ' [ ]2 2 2 2

Analyzing Plots


Power Spectrum Charts

You can set the following parameters for Power Spectrum charts:

• Remean: Remove Mean. The default setting for Remean is False, but users canmodify it later to True or False.

• Unit: Spectrum Unit. The default value for Unit is db, but users can modify it laterto Decimal or db.

The Power Spectrum is based on N samples of a PHD tag data with good values:

V[1], V[2], ......, V[N]. and their time stamp array

T[1], T[2], ......, T[N]. Where i = 1, 2, ..., N.

First, the number of points to do FFT Nfft is decided by Nfft N==== , if N m==== 2 ,where m is a positive integer.

(((( ))))(((( ))))Nfft N==== ++++int log2 12 , otherwise.

Then a new array V’[1], V’[2], ......, V’[Nfft] is calculated, and V’[i] is theinterpolation value of V[] at the point

(((( )))) (((( ))))T i

i T N T

Nfft' [ ]

[ ] [ ]====

−−−− ⋅⋅⋅⋅ −−−−−−−−

1 1

1. Where i = 1, 2, ..., Nfft.

If the Demean is set to True, the data samples to do FFT is V i V iV i

Nfft' ' [ ] ' [ ]

' [ ]==== −−−− ��.

The FFT of the data sample V'[] is given by:

(((( ))))W j V t

i t

Nfftt

Nfft[ ] ' [ ]exp====

−−−− −−−−��

��

��

��

====

2 1

1

π, 1 ≤≤≤≤ ≤≤≤≤j Nfft ,

Use V''[] instead of V'[] in the above equation if Demean is set to True.

The power spectrum P[k] defines as:

PNfft

W[ ] [ ]01

022==== ,

(((( ))))P kNfft

W k W Nff k[ ] [ ] [ ]==== ++++ −−−−1

22 2 (((( ))))k Nfft==== −−−−1 2 1,2,..., / ,and

P NfftNfft

W Nfft[ / ] [ / ]21

222==== .

Analyzing Plots


where P[k] is the power spectrum at the frequency(((( ))))k Nfft

T N T

⋅⋅⋅⋅ −−−−−−−−

1

1[ ] [ ]Hz.

If Unit is set to db, the power spectrum in db is given by:

Pdb k P k[ ] log [ ]==== 20 10 , k Nfft==== 0 1 2, ,..., / .

Managing Files


Managing Files

OverviewYou can save Process Trend plots, analysis charts, and comma delimited files asindividual files or save the files as part of a file suite. When you save a file suite, youinclude all associated files in one saved package that you can open to view allassociated files in one step. For example, if you usually look at three plot files andthree analysis charts at one time, you can create a file suite to view all of the filesfrom the saved locations.

Saving FilesYou save Process Trend files using the standard Windows Save features. Forexample, you can:

• Click the Save icon on the Standard toolbar to save a file and then continueworking on the file.

• From the File menu, click Save As to save the file with a new name.

• Click Save when you close a file.

Saving Files with Passwords

You can set the Process Trend defaults to automatically save files with a password,so you do not have to log in to the server to access the tags when you open a file.

See Setting Plot Default Options for information about saving passwords with files.

Use a file suite whenyou frequently workwith the same files atone time.

Managing Files


Saving the Active Window

You can save the active window at any time and then continue working on the file.All of your plot or chart characteristics are saved with the file.

To save the active window

1. In the active window, on the Standard toolbar, click the Save icon.If you are saving the file for the first time, the Save As window appears:

2. In the Save in box, locate the directory into which you want to save the file.

3. In the Save as type box, select the type of file you are saving.

4. In the File name box, type the name of the file.

5. Click Save.The file is saved to the specified directory.

Opening Saved FilesYou open Process Trend files using the standard Windows open features. Forexample, you can either:

• Click the Open icon on the Standard toolbar to open a saved file.

• From the File menu, click Open to open a saved file.

If you have saved thefile previously, whenyou click Save, the fileis automatically updatedin the directory fromwhich the file wasopened.

To save a file with adifferent name, fromthe File menu, clickSave As and followsteps 2 to 5 in Tosave the activewindow.

Managing Files


To open a file

1. On the Standard toolbar, click the Open icon.The Open window appears:

2. In the Files of type field, select the type of file you want to open.

3. In the Look in field, locate the directory in which the file is saved.

4. Click the file name.

5. Click Open.The file appears in the Process Trend window.

You can also opena file by double-clicking the filename in the Openwindow.

Managing Files


Working with File SuitesYou can save Process Trend files into a collection of files called a suite. When yousave a suite, all window positions of the open files in the suite are saved, so that whenyou reopen the suite, the files open in the order in which they were saved.

To save a file suite

1. Open all files that you want to save in the file suite.

2. From the File Menu, click Save Suite.The Save Suite window appears:

3. In the Currently Displayed Plots box, click the plots to save in the suite.

4. Click Save Selected Plots.The Save As window appears:

5. In the Save in box, locate the directory into which you want to save the suite.

6. In the Save as type box, select Process Trend Suite (*.ste).

If you want the trendplots to open in aspecific order,arrange them in therequired order beforeyou save them in afile suite.

Managing Files


7. In the File name box, type a name for the file suite.

8. Click Save.The file is saved in the specified directory.

To open a file suite

1. From the File menu, click Open Suite.The Open window appears:

2. In the Look in field, locate the directory in which the file is saved.

3. Click the file suite you want to open.

4. Click Open. The files in the suite open in the window positions in which theywere saved.

You can also opena file by double-clicking the filename in the Openwindow.

Interfacing to Process Trend



OverviewYou can develop a programmatic interface to Process Trend. Applications can invokeProcess Trend by:

• Passing trend input information via a command line interface.

• Interfacing with a previously activated Process Trend, passing trend inputinformation using DDE.

VB Setup for Using DDE to Pass Information to ProcessTrendThe following example shows the setup from a VB application when you are usingDDE to pass information to Process Trend:

Private Sub Label1_Change()

On Error GoTo error_label1

‘// if nothing in label, exit sub

If Label1.Caption = "" Then Exit Sub

‘// setup label DDE attributes to talk to processtrend

Label1.LinkTopic = "Process Trend forPHD|tpdtrend"

Label1.LinkItem = "labelDDE"

Label1.LinkMode = 2

Label1.LinkPoke

Exit sub

error_label1:

If Err.Number = 282 Then ' no app running

ret = Shell("c:\Program Files\Honeywell TPI\ProcessTrend\phdtrend.exe vbNormalFocus)

Resume

Else

Msgbox err.number & ": " & err.description

End If

End Sub

This exampleassumes that the VBapplication has acontrol named label1.When a change eventoccurs in label1, theexample code isexecuted.



Note: In the previous code:

• label1.linkitem - represents the process trend control used to accept the DDE input.

• label1.linktopic - represents the running name of Process Trend followed by theLinkTopic (as defined in Process Trend).

• label1.caption - represents the execution string to be processed by Process Trend.

Calling OptionsThe calling options for executing the VB setup are:

• Passing Filenames to Process Trend (used only when invoking Process Trend).

• Passing Tagnames to Process Trend (applicable to initial invocation or interfacingwith running Process Trend - DDE interface).

• Passing Actions to Process Trend (applicable to interfacing with running ProcessTrend only) - available only via DDE interface.

Passing Filenames to Process Trend

This is used only when invoking Process Trend.

[filename] where filename = fully qualified path + filename of the file to display

[/p] print trend, then exit Process Trend

Example: : c:\Program Files\Honeywell TPI\Process Trend\phdtrend.exec:\data\trend1.plt /p

Passing Tagnames to Process Trend

This is applicable to initial invocation or interfacing with running Process Trend –DDE interface.

[/H hostname]

where hostname = PHD host name for all tags listed. If this option is notpassed in, then the default PHD host name (as defined by the system environmentvariable PHD_HOST) will be used.

[/T taglist] [/S timelist] [/N filename] [/L] [/U]

where taglist is a list of tags to plot, separated by semi-colons.

where timelist is a list of end times and desired time span enclosed by asingle quote; the timelist makeup is:

/S ‘endTime1,SpanInSeconds1;endTime2,SpanTimeInSeconds2;….endTimen,SpanTimeInSecondsn’; (where n = number of Tags in taglist)



endTime can be either a relative time (like Now, or Now-3200s, or Yesterday, etc.)or an absolute time (like 4/28/98 14:00:00); the SpanInSeconds must be the numberof seconds in the span to display; for example: 1 hour = 3600, etc. When displayed, ifall of the SpanTimeInSeconds are not the same, the largest SpanTimeInSecondswill be used for the span time when plotting the tags.

where filename is the name to call the plot that will be displayed. Thefilename must be enclosed in single quotes.

where /L and /U allow the user to specify whether the added tags will belocked or unlocked. Only 1 of /L or /U should be used.

Example when invoking new Process Trend:

…phdtrend.exe /H phd1 /T tag1;tag2 /S ‘now,3200;09/28/98 15:00:00,7200’ /N‘T1Test’ /U

Example when interfacing with running Process Trend via DDE:

Set Label1.Caption = “/H phd1 /T tag1;tag2 /S ‘now,3200;09/28/98 15:00:00,7200’/N ‘T1Test’”

Passing Actions to Process Trend

This is applicable to interfacing with running Process Trend only – available only viaDDE interface

[/C filename] Close file identified by filename

Example: set label1.caption = “/C testfilename”

[/F filename] Set focus to the file identified by filename

Example: set label1.caption = “/F testfilename”

Interfacing to Process Trend via GUS SchematicsYou can invoke Process Trend through a GUS Schematic. The following is a samplepiece of code that will use the DDE link and pass information to Process Trend. Thissample code passes only an existing file name, although any of the described inputscould be passed. The GUS schematic initiates the communication by a pressing acommand key.

Sub OnLButtonClick()

On Error GoTo errorhandler1

Dim ApplicationList$()

Dim i as integer

n$ = AppGetActive$()

AppList ApplicationList

For i=lbound(ApplicationList) toubound(ApplicationList)



if ApplicationList(i) like "*Honeywell TotalPlantProcess Trend for PHD*" then

AppRestore ApplicationList(i)

ch% = DDEInitiate("Process Trend for PHD", "tpdtrend")

DDEtimeout 20000

DDEPoke ch%, "labelDDE", "<path to phdtrend plotfiles>" & display.params.controller_tag.[name] &".plt"

winactivate " Honeywell TotalPlant Process Trend forPHD "

sendkeys "%wh", true

WinActivate n$

end if

Next i

exit sub

errorhandler1:

beep

errmessage = "History Button Click Event" &Chr$(13)

errmessage = errmessage & "Error =" &Err.Description & chr$(13)

errmessage = errmessage & "Line Number of Error =" &Erl & chr$(13)

msgbox errmessage, ebinformation, "ProcessTrend Error"

resume next

End Sub

Frequently Asked Questions



Retrieval Requests1. When I am trending tags using RAW data retrieval, the shape of the curve

changes whenever I zoom in or out. In some cases, if a bad value is displayed onthe trend, the bad value gap seems to change as well, getting smaller whenzooming in and larger when zooming out. What causes this?

Answer: When requesting RAW data retrieval, the amount of data that will bereturned is unknown due to data compression techniques being applied to thecollected data. Process Trend has a maximum number of data samples per tagthat can be processed. If the number of data samples is greater than thismaximum number, then a data reduction called Best Fit is automatically applied.This reduction will preserve the critical points of a curve, such as the high andlow values, as well as bad value indication. As users analyze specific areas on thecurve via zooming, a new data request is made; the Best Fit algorithm is appliedagain, returning a higher resolution set of data. As users zoom in, the Best Fitalgorithm will be re-applied until the number of raw data samples is less than themaximum number of allowable samples. See the “Visual PHD DevelopersReference Guide” (PIM3001) for details about Best Fit.

2. What is the maximum number of samples that can be processed for each tagbeing traced?

Answer: For linear curves, the maximum number of samples before the Best Fitalgorithm is invoked is 2000 data samples; for step curves, the maximum numberof samples is 1000.

3. When I am retrieving averages on a 1 minute interval, if I increase the time spanto 30 days, the retrieval interval frequency displayed on the legend of the plotchanges to 1298 seconds. Why?

Answer: When interval based data is requested, if the interval value, when usedwith the requested time span, results in more samples than allowed for ProcessTrend, then the retrieval interval is automatically re-calculated to return anallowable number of samples. This is performed automatically so that the userdoes not have to change both the time span and the retrieval interval whenmodifying the initial request. Since the user has requested a new time span, it isassumed that the time span should be given higher priority than the retrievalinterval.



Retrieval Times4. Can I have multiple time axis scales? That is, when I plot tag1 and tag2 on the

same plot, can each of the tags be plotted against a different time?

Answer: Absolutely. While the time span for each of the tags must be the same,for example each tag’s time span must be 2 hours, the start and end times foreach tag can be different. These start and end times can be modified directly inthe Plot Tag Definition dialog screen, or via the time scrollbar on the toolbar.Select the tag to affect and the adjust the times.

5. Can I have the same tag plotted multiple times on one plot?

Answer: Yes; this is usually done specifically for looking at one tag againstmultiple time spans.

Plot Operations1. Can I unlock only 1 tag on a plot?

Answer: No, the lock/unlock is for the entire plot. If multiple plots are beingdisplayed, each plot maintains its own lock/unlock status.

2. How do I change the physical characteristics of a plot? I want to change thebackground color of the trace area.

Answer: See the section “Setting Plot Characteristics” for details on changingthe plot characteristics.

3. Can I manipulate the time scrollbar without using the mouse?

Answer: Yes; if the hairline cursor is not on display, the right and left arrowswill simulate the same action as clicking on the right or left arrows beside thescrollbar. If the <Shift> or <Ctrl> and the right or left arrow buttons are pressed,the result is the same as clicking in the time scrollbar. Additionally, if the up ordown arrows are pressed, then a new timespan is selected, based on the order ofselection in the toolbar timespan list control. The up arrow will increase thetimespan, while the down arrow will decrease the timespan.



Plot Printing1. When I have multiple plots displayed, can I print more than one plot at a time, or

must I request multiple print requests, one per plot?

Answer: Printing is performed on an individual plot only. There is no way toprint multiple plots with a single request.

Hairline Cursor1. When I position the hairline cursor, all of the values and times in the legend

change, such that all of the times for all of the tags displayed in the legend are thesame. Is this correct?

Answer: Yes; the function of the hairline cursor is to show the time valuerepresented by the hairline cursor as well as the value of the intersection betweenthe hairline and each tag’s trace. If tags are being traced against a different timewindow, then the time values displayed in the legend will represent theindividual times for each of the traces.

2. How can I manipulate the Hairline Cursor for fine tuning?

Answer: When the hairline cursor is displayed, use the arrow buttons (right andleft) to move the hairline 1 second at a time; use the <Ctrl> and the right or leftarrow buttons to move by 1 minute increments.

Glossary


Glossary

client

A client is a user, software application, or computer that requests the services, data,or processing of another application or computer (the server). In a two-taskenvironment, the client is the user process. In a network environment, the client is thelocal user process and the server may be local or remote.

confidence factor

A value indicating the goodness of retrieved data. The confidence factor ranges are:

• -1 - no data

• 0 - no confidence

• 1-99 - average confidence

• 100 - complete confidence

constrained slope data compression

The method by which floating point data are compressed.

CSV

Comma-Separated Values (as in .csv file format)

data source

A type of target system where data is either manipulated using a non-procedurallanguage, such as SQL, or where the data manipulation can be mapped in a non-procedural manner.

Glossary


database

A set of operating system files, treated as a unit, in which an Oracle server stores aset of data dictionary tables and user tables. A database requires three types of files:database files, redo log files, and control files.

The disk space corresponding to this set of files.

A subset of database objects necessary to support a single database application.

In SQL*Forms, a field attribute signifying a field that corresponds to a column in thetable represented by the block.

database client

A client, usually an application or utility, running on a PC or other computer, thatrequests the services of a database on a remote computer (host).

database server

The node or computer at which the Oracle Server kernel runs. The database serverholds the database, runs the Oracle Server kernel, is not a MS-DOS PC or Macintosh(but could be an OS/2 PC), and runs a multitask operating system.

data quantizing and scaling

A PHD data storage processing option that saves half of the archive file space neededfor 32 bit floating point values by storing them as scaled 16 bit integers.

data smoothing

A PHD data storage processing option that removes random noise from raw data bysmoothing it with a first order exponential decay filter and a feed forward digitalfilter.

Global User Station (GUS)

Honeywell’s Windows NT-based operator workstation for the TPS (TotalPlantSolution) system.

Glossary


HCI PHD server

A component of the Honeywell TPS system. The HCI PHD Server provides an OLEfor Process Control (OPC) compliant interface. This interface is used by TPS andusers to access current tag values maintained by the PHD system.

histogram

A picture of the data (a bar graph with no space between the adjacent bars) showingthe comparative frequency of the measurements (as in SPC histogram, available withthe Uniformance Desktop Tool - Process Trend).

host

The PHD server that is installed on a computer that is part of the plant network orintranet. Uniformance Desktop users must specify a host name, user name, andpassword to log on to the PHD server.

main PHD server

A server containing data from one or more process level servers. A main server andall of its associated process level servers use a single Oracle RDBMS.

manual input tag

A tag for which the value has been manually entered either by a program or an enduser, rather than an RDI automatically collecting the value from a source system.You can use manual input tags to enter data such as:

• lab test results

• tank gauge readings

• manual flow entries

• readings or calculations from application programs

• other non-collected data

PHD

Process History Database

Glossary


PHD server

Also called PHD host.

Stores all data collected from a source system and services requests for data retrieval.Contains the Real-Time Database and the History Database (archive).

Receives data from one or more RDIs. The data is first placed in the real-timedatabase, then stored to the history database. The PHD server is part of the plantnetwork or intranet. As a Uniformance Desktop user, you will need to identify thisserver by name to retrieve PHD data.

process level server

A PHD Server that collects and stores data directly from a single source system (suchas a Honeywell TotalPlant Process Network (TPN)). Typically, the Process LevelServer stores high frequency data for use by applications, operators, and engineersinvolved with the daily operations of process units.

PHD system

The Process History Database components that collect and store history data. Thesecomponents include:

• an Oracle Relational Database Management System (RDBMS)

• a Real-Time Data Interface (RDI)

• a PHD Server

process tag

Process tags include real-time:

• Continuous and discrete production data.

• Process performance data.

• Process-related data.

raw data

Raw data is actual data that is held in the queue and stored in the archive. Raw data isalso referred to as actual stored data. Data may have been processed (if options suchas smoothing or compression have been set), but includes no interpolation (filtering,resampling, or other actions that can be performed on the data by PHD).Raw data in the archive includes a value, timestamp, and confidence factor.

Glossary


reduced data

Data retrieved from the queue and archive which is then processed with reductioncalculations in an application such as Process Trend or Excel.

reduction calculation

Calculations performed on data retrieved from the queue and archive, in anapplication such as Process Trend or an Excel worksheet. The calculations includeAVERAGE, DELTA, DELTAATINTERVAL, FIRST, FIRSTATINTERVAL,LAST, LASTATINTERVAL, MAXIMUM, MAXIMUMATINTERVAL,MINIMUM, MINIMUMATINTERVAL, REGRESSION CONSTANT,REGRESSIONDEVIATION, REGRESSIONSLOPE, andSTANDARDDEVIATION.

retrieved data

Raw data retrieved from the queue and archive which is then processed and used inan application such as Process Trend or Excel.

SCAN archive files

Files in which archive data is stored. A rolling set of files (configurable in size andnumber) containing the history database. These are called the SCAN archive files, asthey are the files in which scanned raw data is stored. Typically, each SCAN archivefile contains 1-3 months of data, but this value varies between systems.

server

• The provider of services requested by a client.

• A process providing services to other cooperating processes.

• Oracle software that handles the functions required for concurrent, shared dataaccess to an Oracle database. The server portion receives and processes SQL andPL/SQL statements originating from client applications. The computer thatmanages the server portion must be optimized for its duties.

Glossary


server process

1. A process in charge of communicating with the user process and interacting withOracle to carry out requests of the associated user process.

For example, if a user queries some data that is not already in the databasebuffers of the SGA, the associated server process reads the proper data blocksfrom the data files into the SGA.

Oracle can be configured to vary the number of user processes per server process.In a dedicated server configuration, a server process handles requests for a singleuser process. A multi-threaded server configuration allows many user processesto share a small number of server processes, thus minimizing the number ofserver processes and maximizing the use of available system resources. On somesystems, the user and server processes are separate, while on others they arecombined into a single process. If a system uses the multi-threaded server, or ifthe user and server processes run on different machines, the user and serverprocesses must be separate.

2. In SQL*Net, an Oracle process that receives SQL statements from the client andsends them to the Oracle database on the server machine. The server parses andexecutes the SQL statements, and sends data and status values back to the client.

standard deviation threshold

The amount a value may deviate from its regression estimate without beingconsidered a gross error. The amount is equal to the standard deviation multiplied bythe tag configuration parameter Gr Error Sigma Limit.

Statistical Process Control (SPC)

Statistical Process Control (as in the SPC analysis chart available with theUniformance Desktop Process Trend).

tag

An entity that is being collected and historized. Equivalent to a parameter on thesource system (for example, FC100.PV).

PHD uses three types of tags:

• Process Tags - data collected by PHD real-time interfaces (point.parameter)

• Virtual Tags - calculations based on collected, manual input and other virtual tags

• Manual Input Tags - data collected and input manually into PHD tags

Glossary


Uniformance desktop

The Honeywell family of workstation-based tools provides access to PHD data aswell as data from other Uniformance applications. The Uniformance Desktopprovides tools for analysis, trending, reporting, incident replay, and processupset/error diagnostics.

Uniformance Desktop tools are installed on a workstation (including a HoneywellGlobal User Station (GUS)) connected to the plant network or intranet and runningWindows 95 or Windows NT.

virtual tag

A tag value generated from a user-defined calculation. The calculation can be basedon collected, manual input, and other virtual tags.

Virtual tags can be used for:

• Filling in missing instrumentation.

• Providing redundant measurements and actual versus theoretical comparisons.

• Performing continuous mass/volume conversions.

Tracking unit and furnace efficiencies or other complex calculations.

Index


Index

.

.csv files 17

.fft files 17

.plt files 17

.rg2 files 17

.spc files 17

.ste files 17

.sts files 17

A

actions

passing to Process Trend with VB 119

adding

annotations to plots 80

buttons to toolbars 28

calculation tags to plots 45

tags from different data sources 44

tags to plots 42

tags using Tag Explorer 46

tags using the Favorite Tags list 46

algorithms

for analysis charts 104

Power Spectrum charts 108

Regression Analysis charts 108

SPC charts 106

Statistical charts 104

analysis charts

algorithms 104

creating Power Spectrum charts 102

creating Regression Analysis charts 98

creating SPC charts 94

creating Statistical charts 91

general settings 88

line and bar options 93, 97, 101, 104

analysis charts con't

Power Spectrum charts 101–4

Regression Analysis chart 98–101

setting auto retrieval 90

setting colors 89

setting data sources 90

setting fonts 88

setting grids 89

setting options 87

setting retrieval properties 90

setting server retrieval 90

setting titles 89

setting trend retrieval 90

SPC charts 94–98

Statistical charts 91–94

types of 87

annotations

adding to plots 80

deleting 81

modifying 81

moving 81

showing 81

audience

document 10

autoscale

setting margin defaults 27, 84

axis

changing scales 84

setting 65

setting colors 66

setting fonts 71

setting time axis 53

setting titles 70

setting value axis 54

B

bar styles

for Power Spectrum charts 104

for Regression Analysis charts 101

for SPC charts 97

for Statistical charts 93

Index


Best Fit 27, 49

buttons

Standard toolbar 15

Time Span toolbar 16

bypassing PHD login 13

C

calculation tags

creating 45

calling options

VB setup 118

changing

axis scales 84

time spans 82

charts

analysis charts 87



SPC charts 94–98


clearing

Favorite Tags list 38

colors

for axis 66

for hairline cursor 68

setting for analysis charts 89

setting for trace areas 62

comma delimited text files

creating 86

file names 17

commands

Main menu bar 17

conditional queries

creating 58

viewing 60

contacting

Honeywell support 11

conventions

typographics 10

converting

defining units 52

converting con't

units 52, 83

creating

annotations 80

plots 42


Power Spectrum charts from plots 102


Regression Analysis charts from plots 98

SPC charts 94

SPC charts from plots 94


Statistical charts from plots 91

crosshairs

using 73

D

data

viewing tag data 77

data retrieval

defining 52

data retrieval types

defining 47

data server

setting 41

data sources

for analysis charts 90

using tags from multiple sources 44

data tables

exporting data 86

menu bar 77

printing 77

using with hairline cursor 75

viewing 77

default settings

autoscale margin 27

retrieval intervals 26

default settings

axis value format 27

customizing 21

end time 26

Index


default settings con't

line attributes 26

minimum confidence 26

modifying 22

reduction offset 26

scrollbar 24

start time 26

storing 22

using single value span 27

defining

advanced plot settings 51

advanced tag settings 50

basic tag settings 47

convert units 52

data retrieval options 52

data retrieval types 47

data time spans 49

end times 47

intervals 47

plot characterstics 61

plot lines 56

reduction offset 52

relative based time 48

retrieval intervals 48

retrieval types 48

start times 47, 48

tags in Power Spectrum charts 102

tags in Regression Analysis charts 99

tags in SPC charts 95

tags in Statistical charts 91

time axis options 53

traces 61

value axis options 54

deleting

annotations 81

tags from Favorite Tags list 37

descriptors

for tags 78

moving 78

dragging tags

into Favorite Tags list 32

into Plot Definition window 34, 35

into plot windows 34

using Tag Explorer 34

E

end times

defining 47

offset units 49

offset values 49

reference points 48

setting defaults 26

exiting

Process Trend 19

exporting

data 86

F

Favorite Tags list

adding tags to plots 46

building 36

clearing 38

deleting tags 37

dragging tags into 37

dragging tags into using Tag Explorer 32

recreating 38

saving 37

updating 37

using with Tag Explorer 32

file names

.csv 17

.fft 17

.plt 17

.rg2 17

.spc 17

.ste 17

.sts 17

comma delimited text files 17

extensions 17


Index


file names con't


process trend plot 17


SPC charts 17


file suites

opening 115

saving 114

files

opening saved files 112

saving 111

saving with passwords 14, 111

fonts


setting for axis 71

setting in plots 71

Frequently Asked Questions 121

G

grids

setting 63


grouping

buttons on toolbars 29

GUS

interfacing to Process Trend 119

H

hairline cursor

locking 74

setting 67

setting color 68

setting width 67

unlocking 74

using 74, 123

using with data tables 75

hiding

trace areas 76

Honeywell support

contacting 11

I

information

passing information to Process Trend 117

interfacing

via GUS 119

intervals

defining 47

L

legends

showing 70

line attributes

setting defaults 26

line styles

for Power Spectrum charts 104

for Regression Analysis charts 101

for SPC charts 97

for Statistical charts 93

lines

defining in plots 56

locking

hairline cursor 74

trace areas 76

logging in

bypassing the PHD server 14

to the PHD server 14

using the Login window 13

M

managing

manual scaling 84

menu bars

commands 17

data table 77

Main menu bar 17

minimum confidence

setting defaults 26

modifying

annotations 81

plot default settings 22

Index


modifying con't

plotted tags 79

toolbars 28

moving

annotations 81

buttons on toolbars 28

O

offset units

end time 49

offset values

end times 49

opening

file suites 115

multiple plots 85

saved files 112

overview

document sections 10

Process Trend 9

P

panning

changing settings 83

setting properties 24

passwords

saving with files 14, 111

PHD host

setting 41

using tags from multiple sources 44

PHD server

bypassing log in 14

log in to 14

modifying 22

scrollbar 24

Plot Definition window

adding tags 42


Plot Tag Definition window


plot windows


plots

adding calculation tags 45

adding tags 42

adding tags from different data sources 44

analyzing 87

annotations 80, 81

changing scales 84

creating 42

defining advanced settings 51

defining characterstics 61

defining lines 56

modifying tags in plots 79

moving tag descriptors 78

saving 112

setting defaults 21

setting fonts 71

setting general display 68

setting zoom factors 72

showing legends 70

showing tag descriptors 78

starting 42

time axis titles 70

titles 69

using to create Power Spectrum charts 102

using to create Regression Analysis charts 98

using to create SPC charts 94

using to create Statistical charts 91

value axis titles 70

viewing 61

viewing multiple 85

zooming in 72

plotting tags

from the Plot Definition window 35


algorithms 108

creating 102

creating from plots 102

defining tags 102

file names 17

line and bar options 104

Index


Process Trend

passing actions using VB 119

passing file names using VB 118

passing tagnames using VB 118

starting 13

using with Visual Basic 117

VB setup calling options 118

Q

queries

creating conditional 58

viewing 60

quitting

Process Trend 19

R

recreating


reduction offset

defining 52

setting defaults 26

reference points

end times 48


Regression Analysis charts

algorithms 108

creating 98


defining tags 99

file names 17


relative based time

defining 48

removing

buttons from toolbars 28

retrieval intervals

defining 48

setting attributes 25

setting defaults 26

retrieval properties


retrieval types

defining 48

S

saved files

opening 112

saving

custom toolbars 29


file suites 114

files 111

files with passwords 14, 111

plots 114

the active window 112

scaling

auto 84

changing 84

manual 84

scrollbar

setting options 24

selecting

multiple tags 11

text 11

setting

analysis charts 88

axis 65

data retrieval options 52

data server 41

grids 63

hairline cursor 67

panning 24

PHD host 41

tag attributes 25

time axis options 53

time spans 24

trace area background color 62

traces 61

value axis options 54

showing

annotations 81

hairline cursor 67

Index


showing con't

trace areas 76

single value span

setting defaults 27

SPC charts 94–98

algorithms 106

creating 94


defining tags 95

file names 17


Standard toolbar 15

button descriptions 15

modifying 28

start times

defining 47, 48

setting defaults 26

starting

plots 42

Process Trend 13


algorithms 104

creating 91


defining tags 91


storing

plot default options 22

system requirements 13

T

tag attributes

retrieval 25

setting 25

Tag Explorer


dragging tags into plots 34

dragging tags into the Plot Definition window 35

dragging tags into the Plot Tag Definitionwindow 34

using 31

Tag Explorer con't

using with Favorite Tags list 32

tags

adding to plots 42

adding using Tag Explorer 46

adding using the Favorite Tags list 46

clearing the Favorite Tags list 38

creating calculation tags 45

defining advanced settings 50

defining basic settings 47

defining in Power Spectrum charts 102

defining in Regression Analysis charts 99

defining in SPC charts 95

defining in Statistical charts 91

deleting from Favorite Tags list 37

displaying descriptors 78

dragging tags into Favorite Tags list 32

modifying plotted tags 79

moving descriptors 78


setting 78

viewing 78

viewing detailed data 77

time axis

changing settings 82

setting 53

titles 70

time lags 82

time settings

viewing 82

time span

scrollbar 82


button descriptions 16

time spans

changing 82

changing panning settings 83

setting 24

titles


setting plot titles 69

Index


toolbars

adding buttons 28

grouping buttons 29

modifying the Standard toolbar 28

moving buttons 28

removing buttons 28

saving 29

Standard toolbar 15, 28


trace areas

hiding 76

locking 76

setting 61

setting background color 62

showing 76

unlocking 76

traces

setting 61

U

units

changing 84

converting 52, 83

unlocking

hairline cursor 74

trace areas 76

updating


V

value axis

setting 54

titles 70

viewing

conditional queries 60

data tables 77

data with crosshairs 73

multiple plots 85

plots 61

time settings 82

Visual Basic

passing actions to Process Trend 119

passing file names to Process Trend 118

passing tagnames to Process Trend 118

setup calling options 118

using with DDE 117

W

workspace

customizing 21

Z

zooming

in plots 72, 73

setting zoom factors 72

Date post:	14-May-2018
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Process Trend User's Guide - Honeywell · compare trends and analyses across a plant and, by...

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