Profit Embedded PHD : Process Trend User's Guide

Uniformance 160

Process Trend (Profit Embedded PHD)

User's Guide

Uniformance 160

Process Trend (Profit Embedded PHD)

User's Guide Copyright, Notices, and Trademarks

While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its customers. In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and specifications in this document are subject to change without notice.

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

Honeywell Inc. Industrial Automation and Control Automation College 2500 West Union Hills Drive Phoenix, AZ, 85027

ii • Uniformance Process Trend User Guide Contents

Contents

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

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

Uniformance Process Trend User Guide • iii Contents

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

iv • Uniformance Process Trend User Guide Contents

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

Uniformance Process Trend User Guide • v Contents

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

vi • Uniformance Process Trend User Guide Contents

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

Uniformance Process Trend User Guide • vii

About Process Trend

Overview Uniformance Process Trend is a desktop trending and analysis tool you can use to retrieve and view data from an operating plant or plants. Process Trend is tag-based—all information you retrieve and view is based on the tags you select and how you customize them. Process Trend is a multiple document interface (MDI) application, which allows you to view up to eight trends and up to 10 analyses at one time. This enables you to compare 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 can compare performance between different operating locations. Process Trend trends tags on different time windows. For example, you can have a time span of two hours for all tags, however one tag can have a start time of 4:00 p.m. and an end time of 6:00 p.m. while another tag can have a start time of 8:00 p.m. and an end time of 10:00 p.m. This time flexibility enables you to gather data that represents the plant operations over the same time duration, at different periods of the day. Following is an example of a plot trending eight different tags:

Uniformance Process Trend User Guide • 9 About Process Trend

About this Guide This guide provides instruction on how to use Process Trend basic and advanced features. It also supplements the Process Trend training courses that are available at the Honeywell Automation College.

Who Should Use this Guide

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

The users of this guide should be familiar with the following Profit Suite components: Profit Embedded PHD, Profit Controller, Profit Optimizer and Profit Tag 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 should use this guide, and introducing the conventions used throughout the guide. Getting Started The system requirements you must have to work with Process Trend, how to log in to Process Trend, and introduces the software interface and file names. Customizing Your Workspace How to create custom toolbars and set the default option when you start Process Trend. Managing Tags How to work with Tag Explorer and the Favorite Tags list. Getting Data How to start a new Trend and define the tag settings. Viewing Plots How to customize the plot settings and modify a plot to maximize the information displayed. Analyzing Plots How to use the Process Trend analysis charts to obtain 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 Trend terminology. Index A detailed alphabetical index of this guide.

10 • Uniformance Process Trend User 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 window area and then click the left mouse button. Double-click To position the mouse over a topic, button, box, or window area and then click the left mouse button twice in succession. Shift-click To press the Shift key while clicking items in contiguous order with the left mouse button. Used to select and drag multiple items. Ctrl-click To press the Ctrl key while clicking non-contiguous items with the left mouse button. Right-click To position the mouse over a topic, button, box, or window area and then click the right mouse button. Shift-right-click To press the Shift key while right-clicking. Used to access the 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 a Process Trend Window.

Contact Us If 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-mail message.

Uniformance Process Trend User Guide • 11

Getting Started

System Requirements Refer to Uniformance Database System Specification and Technical Data for a detailed description of the Uniformance system requirements.

Starting Process Trend You can start Process Trend using several methods, for clarity, we have included only two methods is this guide. To start Process Trend using a desktop shortcut The Login window does not appear if you • If you have created a shortcut icon on your desktop, double-click the Process have set the Process Trend options to Trend shortcut icon. The Login window appears. bypass the PHD login. NOTE: You need to create a shortcut icon, the Process Trend installation does not See Bypassing the create the icon for you. PHD Login. To start Process Trend from the Windows taskbar • From the Start menu, click Start/Programs/Honeywell Uniformance Desktop and then click Process Trend. The Login window appears.

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

Uniformance Process Trend User Guide • 13 Getting Started

TologintothePHDserver

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 in the 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 option instructs Process Trend to accept the NT login as validation of the User ID and password and you can access all servers without having to explicitly log in to the server. 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. To set and save your Process Trend Logon defaults, see To modify and store Process Trend settings..

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

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

14 • Uniformance Process Trend User Guide Getting Started

Navigating Process Trend You can use the Process Trend toolbars and menus to navigate through and execute commands in Process Trend. The toolbars provide you with shortcuts to the same commands that are available through the menu bar at the top of the Process Trend window.

Using the Standard Toolbar

You can set the Standard toolbar to show small buttons or large buttons. The icons on the buttons are identical; however, the large toolbar buttons show the button names Change the under the icons. In this guide, we have included only the small button toolbar. toolbar button size by clicking Toolbar, Large Buttons from the View menu. 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 to open. 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 the clipboard. Generate a comma-separated value file (.csv file) and show the file using the configured text editor. You can use this file to import data into analysis applications such as MS-Excel. Show the Annotation window where you can type comments that are associated with the active trend plot. These comments are saved with the plot file. Show a spreadsheet-style grid showing all data values used to draw the traces in the trend plot. Show the crosshair cursor. This option tracks the cursor location relative to the x and y-axis scaling of the selected tag. The location information appears in the bottom status area of the Process Trend window. Show the hairline cursor enables you to see the data values for the specific x coordinate on a plot. Show the first selected tag in the active plot in a Statistical chart. If no tags are selected, a blank chart appears. Show the first two selected tags in the active plot in a Regression Analysis chart. If no tags are selected, a blank chart appears. Show the first selected tag in the active plot in a SPC Analysis chart. If no tags are selected, a blank chart appears.

Uniformance Process Trend User Guide • 15 Getting Started

Click… To… Show the first selected tag in the active plot in a Power Spectrum Analysis 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 Trend window. You can use the elements on this toolbar to zoom in to the plot, and work with the plot time elements.

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

Click… To… Zoom in to an area on the plot.

Set the percentage zoom of one click of the Zoom button. The zoom factor is based on the set time span. In the above toolbar, the time span is 2 hours, a 50% zoom factor would zoom to a 1 hour view. Lock the update of the plot data. This prevents the data from refreshing in the plot. The rate in seconds that the data is updated in the plot if the plot is unlocked. Change the time window of the data. Note that the current time span appears below the scroll bar. Select a new time span for the plot.

16 • Uniformance Process Trend User Guide Getting Started

Using the Menu Bar

The menu bar at the top of the Process Trend window provides access to all of the Process 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; export Process Trend data to other file formats; set the page and print options; and log in to PHD servers. Edit Copy a plot to a graphic image, edit annotations, and select all tags. View Select the items you want to view including, data tables, favorite tags, toolbars, tag descriptors, annotations, and basic/advanced menus and toolbars. Plot Work with tag definitions and characteristics, as well as set plot attributes such as timebar, axis, hairline cursor, and zoom features. Analysis Create analysis charts from the active trend plot using the selected tags to create the charts. Options Store toolbar and plot configurations that you have modified, or restore the default configurations. You can also set the log in options and view any text file. Window Use the standard Microsoft window settings: Cascade, Tile Horizontal, Tile Vertical and Arrange to select and view different plots. Help View the Process Trend online help, and view version information about Process Trend.

Understanding File Names Depending on the type of plot you are working with, Process Trend saves the file using 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.

Uniformance Process Trend User Guide • 17 Getting Started

Exiting Process Trend When you have completed working with Process Trend you need to exit the application. When you start working with Process Trend again, you will have to log in 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

18 - Uniformance Process Trend User Guide Customizing Your Workspace

Customizing Your Workspace

Overview You can change the Process Trend default settings to customize the toolbars and trend plot display.

Setting Plot Default Options You 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 how you can modify the default application interface. See Defining Basic Tag Settings and Defining Advanced Tag Settings for information on how to set plot display defaults.

Uniformance Process Trend User Guide • 21 Customizing Your Workspace

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.

22 • Uniformance Process Trend User Guide Customizing Your Workspace

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

Click… To…

Enable Autoscaling Instruct Process Trend to automatically scale the y axis settings. Show Standard Toolbar Show the Standard toolbar when you start Process Trend. Show Timespan Toolbar Show the Time Span toolbar when you start Process Trend. Lock Trace Update Prevent the automatic update of new plots when tags are added to the plot. You can change the lock 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 to be typed each time Process Trend is launched. Automatically Save Favorite Tags Save the Favorite Tags list each time Process Trend is closed. Force Units to be upper case Show all units in upper case. Always use Stored Units for Tag When opening plot files, use the stored units Units rather than the configured units for the assigned tags. Use Proxy Login (Bypass User Bypass the User Login screen and use the Login) standard Windows NT security that uses the PC user log in and password for authentication. Retain Screen Position Retain the Process Trend screen position the next time that Process Trend is launched. Window State Set the initial window state as either Normal or Maximized. View text file application name Select the name of the application to use for viewing text files. For example, you can choose Notepad as the text file application. Connection Timeout Value Set the network timeout period when communicating with the PHD server. Connection Retry Period Set the time when Process Trend will repeat an attempt to connect to a timed out server connection.

Uniformance Process Trend User Guide • 23 Customizing Your Workspace

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

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

In this box… Do this…

Time represented by scroll bar length Set the days, hours, minutes, and second settings 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 the current window pans when you press the arrow keys. Panning Definition – Page Increment Set the percentage of total time span that the current window pans when you press the Page Up and Page Down keys.

24 • Uniformance Process Trend User Guide Customizing Your Workspace

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

Uniformance Process Trend User Guide • 25 Customizing Your Workspace

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

In this box… Do this… Retrieval Attributes - Type Select the format of the PHD data that is retrieved. You can choose from one of the following: • raw • snapshot • average • delta • first • firstatinterval • last • lastatinterval • maximum • maximumatinterval • minimum • minimumatinterval • regressionconstant • regressiondeviation • regressionslope • standarddeviation Reduction Offset Select the offset to apply when retrieving time-interval based retrieval attributes. This setting is used for all retrieval types except Raw. Minimum Confidence Enter the default minimum confidence of the data to retrieve from the PHD server. The confidence values range from 0 to 100 where 0 represents no confidence and 100 represents complete confidence in the data. Retrieval Interval Set the default time interval used to retrieve tag data from the PHD server. This setting is used for all retrieval types except Raw. Set all Tags to Same Start/End Time Click the check box to set the default condition to have Process Trend retrieve tag information using the same start and end times for all tags. Line Attributes - Width Select the default line width to apply to all lines on trend plots.

26 • Uniformance Process Trend User Guide Customizing Your Workspace

In this box… Do this… Line Attributes – Style Select the default line style to apply to all lines on 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 condition to 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 value axis. 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 in Process Trend. Notes: • When using the Raw Retrieval Attribute type, a data reduction method called Best Fit may be applied. The application of Best Fit depends on the number of data samples that exist within the requested time period. If the number of actual data samples exceeds the maximum number of values allowed by Process Trend, then the Best Fit reduction will be applied automatically. See the “Visual PHD Developers Reference Guide” (PIM3001) for details about Best Fit. • When using any interval based Retrieval Attribute type (all retrieval types except Raw), the Best Fit data reduction may also be applied. In this case, the Best Fit data reduction will be applied when the requested retrieval interval yields more data values than Process Trend has allowed. In this instance, the retrieval interval will be re-calculated such that the number of samples returned will be less that the allowable maximum. See the “Visual PHD Developers Reference Guide” (PIM3001) for details about Best Fit.

Uniformance Process Trend User Guide • 27 Customizing Your Workspace

Modifying Toolbars You can modify the Process Trend toolbars to exclude or include buttons in the Standard 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 toolbars in other applications that you use. You can also use the separator buttons to group buttons into logical groupings. For example, the default toolbar has a separator button 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 modify The 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 to add to the toolbar, and click Add. Remove a toolbar button In the Toolbar buttons box, click the button you want to remove 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.

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

28 • Uniformance Process Trend User Guide Customizing Your Workspace

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 the button you want to group together.

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

You can also reset To reset the default toolbar the default toolbar by clicking Options, 1. In the Customize toolbar window, click Reset. Reset Toolbar on the The default toolbar buttons appear in the Toolbar buttons box. menu bar. 2. Click Close. The default toolbar settings are saved.

Saving Custom Toolbars You 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 Process Trend, the custom toolbar will appear.

Uniformance Process Trend User Guide • 29

Managing Tags

Overview There are two main features you can use to work with and manage the tags in Process Trend when using Profit Embedded PHD. Profit Tag Explorer is a separate application that you can access from a desktop shortcut icon and the Windows Start menu. The Favorite Tags list is built into Process Trend, and you do not need to launch a separate application on your desktop to access the list. The drag functionality of the two tag management tools operates differently. You can drag 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 Definition window • Favorite Tags list box in the Plot Tag Definition window Favorite Tags list • Plot window

Working with Profit Tag Explorer You 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 Tags list. • 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 the favorite tags, and then use the Favorite Tags list to add tags to trend plots. For more information about working with Profit Tag Explorer, refer to the Profit Tag Explorer User Guide.

Uniformance Process Trend User Guide • 31 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 Profit Embedded PHD. Profit Tag Explorer must be used to select tags for the Favorite Tags List.

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

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

32 • Uniformance Process Trend User Guide Managing Tags

You can click tags from different PHD Hosts to include in the Favorite Tags list.

NOTE: The Tag Explorer button on this display does not work with Profit Embedded PHD. Profit Tag Explorer must be used to add tags to the Favorite Tags 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.

Uniformance Process Trend User Guide • 33 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 into the 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 in To drag tags to the Favorite Tags list. Next, follow steps 4 to 6 in To drag tags to the Favorite Tags list.

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

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 into the Favorite Tag box of the Plot Tag Definition window.

34 • Uniformance Process Trend User Guide Managing Tags

To drag tags into a plot window NOTE: The Tag Explorer button on this display does not work with Profit Embedded PHD. Profit Tag Explorer must be used to add tags to the Trend Plot window.

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.

Uniformance Process Trend User Guide • 35 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 Definition window.

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

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

36 • Uniformance Process Trend User Guide Managing Tags

Working with the Favorite Tags List You 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 to select 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 favorites in the Plot Tag Definition window. See To drag tags to the Favorite Tags list and To drag tags into the Plot Tag Definition window favorites list for information about 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 Favorite Tag 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 changes To automatically save the Favorite so that they appear the next time you invoke Process Trend. All saved changes are Tags list when you updated in the trdTags.ini setting file in the Windows directory. If you do not save exit Process Trend, see To modify and the changes (manually or automatically), you lose them when you exit Process Trend. store Process Trend settings.. To save the Favorite Tags list • In the Plot Tag Definition window, click Save Favorites. The Favorite Tags list is saved.

Uniformance Process Trend User Guide • 37 Managing Tags

Updating the Favorite Tags List

You can add and delete tags to and from the Favorite Tags list when tag requirements change. 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:

To view the toolbar buttons and their descriptions, see Using the Standard Toolbar.

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

2. Click the tag you want to delete. You can also delete a Note: Ctrl-click to select multiple tags. tag from the Favorite Tags list by clicking a 3. Press Delete. tag in the favorites list The tags no longer appear in the window. If you selected multiple tags for in the Plot Tag Definition window and deletion, you will need to press Delete once for each tag to be deleted. clicking Shift-Delete. 4. Save the Favorite Tags list. See Saving the Favorite Tags List for instruction on saving the list.

38 • Uniformance Process Trend User Guide Managing Tags

Clearing the Favorite Tags List

You can remove all tags that appear in the Favorite Tags list. You might want to do this if you find that you no longer use the tags in the Favorite Tags list and you want to recreate a more useful tag list. To clear 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 Profit Embedded 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.

Uniformance Process Trend User Guide • 39

Getting Data

Setting the Data Server When you first start Process Trend, you may be prompted to log in to a PHD server. To set and save your See LoggingintoProcessTrendfor information about logging in to Process Trend. PHD host, see To modify and store The PHD server represents the server from where the data for the tag is retrieved. Process Trend settings. Usually all tag data resides on a common PHD server; however, you can use Process Trend to trend data for multiple tags that reside on different PHD servers. To set the PHD host

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 Profit Embedded PHD. Profit Tag Explorer must be used to manage tags.

Uniformance Process Trend User Guide • 41 Getting Data

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

Starting a New Plot When you start Process Trend, a blank plot window automatically appears. You can start 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:

You can also start a new plot by clicking File, New from the menu bar.

Adding Tags to Plots There 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 Tag Definition window. The tags are plotted using the Process Trend defined default settings. • Dragging tags from the Favorite Tags list into a plot window. The tags are plotted using the Process Trend defined default settings. Note: You can include a maximum of eight tags on a plot.

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Adding Tags Using the Plot Definition Window

Adding tags through the Plot Definition window enables you to override the defined default plot settings. You can use the Plot Definition window to select tags, define tags, 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

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 Profit Embedded PHD. Profit Tag Explorer must be used to manage tags.

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 Tag box.

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

You can plot a 4. In the Plot Tag Definition window, modify the Data settings as required. See maximum of eight Defining Basic Tag Settings and Defining Advanced Tag Settings for instruction tags on one trend. on setting the options.

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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 source name.

2. In the Select or Enter Favorite Tag box, click the tag to include in the plot. If the tag 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 Defining Basic Tag Settings and Defining Advanced Tag Settings for instruction on setting the options.

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

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Creating on Demand Calculation Tags

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

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

If you are editing a tag in your plot, double-click the trace line to show the Plot Tag Definition window.

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

Also use Profit Tag 2. In the Select or Enter Favorite Tag box, click the tag to which you want to add a Explorer to add tags calculation. to a trend plot. See the Working with Profit Tag Explorer. 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. You can 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.

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Adding Tags Using Profit Tag Explorer

To add tags to plots You can use Profit Tag Explorer to add tags: using Profit Tag Explorer, see Working • Directly to the plot windows. with Profit Tag Explorer. • To the Favorite Tags list. • To the Plot Definition window. The tags added to trend plots using Profit Tag Explorer are plotted using the Process Trend 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 to trend plots using the Favorite Tags list are plotted using the Process Trend default plot 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:

To view the toolbar buttons and their descriptions, see Using the Standard Toolbar.

Tags selected and plotted using the NOTE: The Tag Explorer button on this display does not work with Profit Favorite Tags list Embedded PHD. Profit Tag Explorer must be used to manage tags. areplottedusing the Process Trend 2. Click the tag you want to add to the plot. User Ctrl-click to select multiple tags. default plot settings. 3. Drag the highlighted tags into the plot. The tags are plotted in the trend plot window.

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Defining Basic Tag Settings You can define the basic settings for tags either before or after you add them to a plot. The basic settings include: • Data retrieval type, interval, and start and end times. • Data retrieval time spans.

You can also click To define data retrieval type, intervals and start/end time for a plotted the Plot Tag tag Definition icon on the Standard toolbar to view the 1. Double-click a trace in the plot or tag in the trend plot legend. The Plot Tag Plot Tag Definition Definition window appears showing the setting for the selected tag. The window. following window shows the Data area of the Plot Tag Definition window:

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2. In the Tags for Plotting box, click the tag or tags for which you want to set the data 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 the time period of re-sampling of the data. For example, if you click 1 minute, the server retrieves data in one minute intervals for the identified start and end times. Set all Tags to Same Start/End Time Click to select the check box to indicate that data retrieved for all of the tags will have the same start and end times. Clear the check box to have the tag data times independent of each other, and retrieve data for unique start and end times. For example, you would set independent start/end times if you wanted to look at a variable over two different time periods. Use Relative Based Time Click to select this check box to apply a time offset to the tags. You must type the data in the End time boxes. Clear the check box to type specific start and end times to apply to the tags. End Time: - Reference Point Select a reference point from which to set the start time. You can click Now, Today, Yesterday, Tomorrow, Hour, Month, and Year.

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In this box… Do this …

End Time: - Offset Val Type a value that is subtracted from the identified reference point. End Time: - Offset Unit Select an offset unit from: seconds, minutes, hours, or days. For example, if you clicked Now as the end time, and –1 hour as the start time, the data retrieved would start at the current time less one hour. So if it was 12:00 noon, the data retrieved would start at 11:00 am. Notes: • When using the Raw Retrieval Attribute type, a data reduction method called Best Fit may be applied. The application of Best Fit depends on the number of data samples that exist within the requested time period. If the number of actual data samples exceeds the maximum number of values allowed by Process Trend, then the Best Fit reduction will be applied automatically. See the “Visual PHD Developers Reference Guide” (PIM3001) for details about Best Fit. • When using any interval based Retrieval Attribute type (all retrieval types except Raw), the Best Fit data reduction may also be applied. In this case, the Best Fit data reduction will be applied when the requested retrieval interval yields more data values than Process Trend has allowed. In this instance, the retrieval interval will be re-calculated such that the number of samples returned will be less that the allowable 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 the relative 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 Change Time span changes time span for all tags check box. are applied to all tags in the plot. 2. Type the time span to apply to all tags, in the format days, hours, minutes, and seconds.

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

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Defining Advanced Tag Settings The Advanced settings in the Plot Definition window enable you to further customize the tags that appear in trend plots. You can define the following advanced tag features:

Use this feature… To…

Data Retrieval Define the settings for how the data is retrieved from the PHD server. This includes data types, confidence levels, reduction offsets, retrieval intervals, and conversion units. Note: Some of these settings are also available in the 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 Plot Definition Basic Settings window. Value Axis Settings Define the settings for the upper and lower limit values for tags, and the format for the axis values. Trend Line Setup Define the line characteristics for the traces in the trend plot, including line types, styles, widths and colors. This feature also includes overrides to defined 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 of thetagsincludedinthetrendplot.Youcanmodify the resample intervals, return types, and return sizes in this feature. Conditional Results View the results of the conditional statement typed in the Conditional tab of the Plot Definition window.

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To access the plot definition advanced settings

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

To view the toolbar buttons and their descriptions, see Using the Standard Toolbar.

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

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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, except for 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 or Ctrl-click the tags for which you want to set the data retrieval options.

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

You can modify only the Minimum Confidence setting for the retrieval type Raw.

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 follows the time stamp. Around Specifies the reduction for the interval for which the time stamp is the midpoint. Before Specifies the reduction for the interval that precedes 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

You can select multiple 1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag or tags using Shift-click tags for which you want to set the time axis setting options. and Ctrl-click. See Conventions Used in this Guide.

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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 on setting 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, or all plotted tags. This enables you to analyze some traces individually and apply the same 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 or Ctrl-click the tags for which you want to set the value axis options.

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

3. ClicktoselecttheUse same value limits check box to manually set an upper and lower axis value for the selected tag or tags. If the tag value exceeds the upper or lower limits, the trace does not show beyond these limits.

4. ClicktoselecttheEnable Autoscale check box to have Process Trend If autoscaling is automatically scale the upper and lower limits to keep the traces within view. enabled, you cannot set Process Trend automatically determines the maximum upper value and minimum the upper and lower limits; Process Trend lower value of all tags in the trend plot. Clear this check box to customize the sets these values upper and lower limits. automatically. 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 value ensures 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 to the high extreme and low extreme values.

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

Click … To display…

General Number The default value without a character separating the thousand values. Fixed The number with at least 1 digit to the left and 2 digits to the right of the decimal separator. Currency The number with a character separating the thousand values, and always showing 2 digits to the right of the decimal separator. This setting also displays negative numbers in parentheses.

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Click … To display…

Standard The number with a character separating the thousand values, and showing two digits to the right of 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 feature enables you to override the Process Trend default line settings and select unique line characteristics that clearly identify key traces in the plot. To set the trend plot line setup options

To apply different line 1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag or properties to different Ctrl-click the tags for which you want to set the line properties options. tags, set the options individually for each 2. In the Advanced Plot Definition window, click the Trend Line Setup tab. tag. The Trend Line Setup window appears:

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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 data point. Step Line that shows the incremental steps between each data point.

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

Select… To format the line as…

Solid ______

You can only modify DashDash ______the width of solid line styles. All other line Dot Dot ………………. styles default to width=1. 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.

To create detailed 9. In the Trend Line Setup window, click to select the Override Defined descriptions for Description check box and type a custom description for the tag. calculated tags, create Clear this check box to accept the Process Trend generated description. custom tag descriptions. 10. ClicktoselecttheOverride Defined Units check box and type a unit name. This setting modifies only the defined units, and no conversion occurs. Clear this check box to accept the Process Trend generated units.

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Viewing Tag Definitions

You can use the Advanced Plot Definitions window to view the definitions of any of the tags in the plot. This feature enables to you see all configured definitions associated with a tag. To view tag definitions 1. In the Tags for Plotting box of the Plot Tag Definition window, click the tag for which you want to view the tag definition.

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

Information in the Tag Definition window is read- only.

3. Click OK to close the window.

Creating Conditional Queries

The Advanced Plot Definitions Conditional window enables you to create conditional queries that retrieve information on tags independent of the tags included on the trend plot. The conditional statements are based on mathematical comparison operators such as greater 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 the value is greater than -50. The time range is also returned with the values. These values enable you to identify time ranges on which you want to base the trended data.

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To create a conditional query

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

The data retrieved is 2. In the Enter Conditional expression box, type the expression. bounded by the time range represented in 3. In the Resample Interval box, type the number of seconds you want to sample the the Time Span toolbar. data.

4. Click to select the State changes only check box to limit the resampled values to only 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 display the return type value. You can modify the character space settings for only text return types. Note: The Character data type must have a return size as large as the longest text return string. In the sample text expression in the table, the return size must be 6 to accommodate the 6 characters in the word "normal".

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

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Viewing Conditional Query Results

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

Navigation arrows You can click a row in the Conditional Results window and apply the time span automatically display associated with the row to the tags in the plot. in the window if the conditional query results include more than 100 rows.

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Viewing Plots

Overview Once you create a plot, you can use the Process Trend display options to customize the plot to highlight different traces. You can also zoom in on specific data in the plot window 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 the values used to generate the traces on the chart. You can use this table in association with the trend plot to interpret the operations in the plant.

Setting Plot Characteristics You can use the plot characteristics settings to customize how the traces and data display in the plot. The following plot settings are available from the Plot Characteristics window: • setting trace areas • setting the plot title • changing display object characteristics, such as axis settings, gridline formats, and legends • 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 also includes a hide/show traces feature that enables you to hide one or several tags from the trace area. This is useful when traces in the plot overlap, making it difficult to analyze the trace.

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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:

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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/or horizontal grid lines display. To set the grid options

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 Grid.

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

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5. Click or clear the Show Horiz Grid check box to show or hide the horizontal grid on 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.

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Setting Axis

You can define the number of tick marks separating the major and minor divisions on the x and y-axis of the plot. To set the horizontal axis

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 Horizontal Axis.

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

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

6. Click Color. The Color window appears:

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 the vertical axis.

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Setting the Hairline Cursor

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

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 Hairline Cursor.

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

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5. Click Color. The Color window appears:

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.

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To set the general plot display

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

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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 the plot. 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 from the plot. Black/White Show the value axis text in black and white. Trace Color Show the value axis text in the color associated with the trace. Display Legend Click to show the tag legend at the bottom of the plot. Clear the check box to remove the tag legend from the plot. Plot Update Rates in Select the rate at which the data in the plot is updated. Seconds Zoom percentage Select the percentage the window zooms into the plot when you click the zoom icon.

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

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Setting Fonts

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

1. In the active plot, from the Plot menu, click Modify Plot Characteristics or Fonts. 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.

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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 Areas You can use the zoom button to magnify an area of the plot. The zoom feature is available on only time-based plots, such as trends and SPC charts. You can use different 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 the plot: • zoom buttons • crosshairs • hairline cursor

Using the Zoom Feature

Zoom values > The zoom feature works in combination with the time span settings. For example, if a 100% will increase plot has a 1 hour time span, and the zoom factor is 50%, when you zoom on the plot, the timespan, while zoom values < the new time span becomes 30 minutes; if the zoom factor was set to 200%, then the 100% will decrease new time span becomes 2 hours. the timespan. To set the zoom factor To use the Time Span toolbar, see 1. On the Time Span toolbar, click the zoom factor box. Using the Time Span Toolbar.

2. Select the zoom percentage.

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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.

Right-click the zoom factor button to zoom in on only the Time axis.

Press F7 to unzoom the 2. Position the cursor in the plot and then click in the area of the plot that will view. Only the last five become the center of the zoomed view. zoom adjustments are retained. 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 zoomed scale. • If you change the Time Span scroll bar, all retained zoom views are reset to zero and you can no longer unzoom views.

3. When you complete zooming, press F6 to synchronize all tags to now and remove 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. This information is useful when you want to determine the specific tag values at one location on the chart. For example, if you notice a spike for a tag in a plot, you can click the tag, place the crosshair on the peak location, and then view the exact value and 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 the crosshair.

2. On the Standard toolbar, click the Cursor Position icon. To view the toolbar buttons and their descriptions, see Using the Standard Toolbar. The x and y values show the value on the plot, not the actual trend data.

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3. Place the crosshair on plot location for which you want to view the x and y values. 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-y coordinate values on the plot. When you place the hairline cursor on a plot, it shows the 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 the plot window. You can lock the hairline cursor and use the arrow keys to move the cursor in small increments. This enables you to view data in a controlled format rather than manually moving the mouse to position the hairline. • Opening the data table for the plot. As you move the hairline cursor, the values at the hairline position are highlighted in the table. You can use this feature to see the specific values associated with the plot trace. • Clicking a row in the plot data table and viewing where the hairline cursor moves on the plot window. You can use this feature to browse through the data figures and then see the represented data in the trace.

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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 the trace lines intersecting with the hairline cursor. To lock the hairline cursor To move the cursor to the far right position on 1. Follow steps 1 to 3 in To use the hairline cursor on a plot to position the hairline the plot, press F2;or from the Plot menu, cursor on the plot. click Reset Hairline. 2. Right-click the hairline, and from the shortcut menu, click Lock Hairline.You can also lock the hairline by pressing Shift-F2, double-clicking a position on the When you lock the plot, or from the Plot menu, clicking Lock Hairline. hairlineitislockedtoa pixel position. 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 minute increments. 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 hairline cursor on the plot.

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

3. Move the hairline cursor in the plot window. The data row associated with the new 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 1 to 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 plot associated with the highlighted row.

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

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Using the Trace Settings You can modify how the traces in your plot appear and set how the data in the traces is updated. To hide trace areas

You can also click • In the legend at the bottom of the plot window, Alt-click the tag or tags that you the tag or tags to want to hide from the active plot window. hide or show in the Plot Definition The traces no longer appear in the active plot window. window, and from the Plot menu, click To show trace areas Show/Hide Selected Traces. • In the legend at the bottom of the plot window, Alt-click the tag or tags that you want 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 while you are analyzing the plot. When you complete your analysis, or when you require updated data, you can unlock the trace area so the data updates using the defined update rates. To lock the trace areas You can also click the lock/unlock icon • intheTimeSpan From the Plot menu, click Lock Traces. All traces are locked in the active trend toolbar, or press F8 plot, and the data is no longer updated. to lock or unlock the traces in the active To unlock the trace areas plot. • From the Plot menu, click Unlock Traces. All traces are unlocked in the active trend plot, and the data is updated according to the defined update rates.

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Viewing Data Tables Each plot that you generate has an associated data table that contains the trend plot data in a spreadsheet format. The information for each tag in the plot is structured in three continuous columns in the data table. The data table shows the following detailed 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 and to quickly identify confidence levels and areas that require closer analysis. The information data table is the source data for any comma delimited files that you generate. See the Exporting Data section for more information about comma delimited files.

Using the Data Table Menu

The data table menu bar provides commands you can use to work with the data table independently 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 window view options.

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Setting and Viewing Tags Once you have added tags to a plot, you may need to modify the tags or need to add descriptive 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 the trace and trend data associated with these tags. The Operate scroll bar enables you to scroll 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 can To return the tag descriptors to the show in a plot trace area. These descriptors are useful when you are printing trend default locations, plots to a black and white printer and you cannot distinguish the trace lines by color. click Align Tag Descriptors from By default, the tag descriptors are positioned where the trace line intersects the y- the View menu. axis. However, you can move the descriptors on the plot. To show tag descriptors

When you display • In the active plot, click Show Tag Descriptors, from the View menu. tag descriptors, The tag descriptors appear on the plot. the descriptors show for all tags in 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 the mouse 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.

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Modifying Plotted Tags

You can modify tags after you have plotted them. You may do this if when you view the plot you determine that different data is required to obtain a valuable perspective of 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 for information about defining tags.

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

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Adding Annotations to Plots When you open a trend containing an You can use the annotation feature to add up to eight custom comments to a plot. The annotation, the annotations are saved with the plot so you can record a comment about the plot that annotation appears as an icon in the top left will show the next time the plot is opened. For example, if you see a flow volume corner of your plot. trace 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 annotation icon appears for each annotation.

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Showing Annotations

When you close the By default, annotations appear as icons in the top left corner of a plot window. You plot, the annotations can show the text in the annotation, and then print the plot to obtain a print of the plot return to icon view. and annotation text. You can also move annotations to locate them next to the associated traces or points in the plot. To show annotation text You can also show the annotation text by 1. In the left corner of the plot window, double-click the annotation icon. clicking Annotate, The Annotation window appears: Show Text from the View.

If there is more than one annotation on the plot, click the Select Annotate Number to select the annotation you want to modify or delete.

2. If there is more than one annotation, click the Select Annotate Number box and select 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 the mouse 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 useful if you have an additional comment related to an annotation on a plot. You can also delete 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.

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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 Characteristics You can modify the time characteristics in trend plots to obtain a different view of the 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. For example, all of your tags have a two hour range, but one tag data collection period might begin at 2:00 p.m. and end at 4:00 p.m., while another tag data collection period might begin at 10:00 a.m. and end at 12:00 p.m. Both of these settings are valid.

Working with Time Lags

A time lag represents the time offset value from the current time. This is shown on the time scroll bar as the distance between the scroll button and the right edge of the scroll 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 click the time span control on the Time Span toolbar and select a Process Trend default time span for the x-axis, or you can create a custom time span using the Plot Tag Definition window. Refer to the following sections for information about changing time spans:

To… See this section…

Learn how to select a different default time Using the Time Span Toolbar span for a plot. Learn how to set a custom time span for a Setting Time Axis Options plot.

Using the Time Span Scroll Bar

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

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To use the Time Span scroll bar To set the time span for all tags, 1. Click a tag, or tags, in the plot. Two asterisks (**) appear to the left of the see Setting Time selected tag or tags. Axis Options. 2. Move the scroll bar to view the data for a specific period. The time and date of the displayed data appear under the Time Span scroll bar and is updated in the legend of the plot window.

If the scroll box is grayed out, you have clicked tags that do not have the same time 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 you want a single click of the arrows in the Time Span scroll bar to pan the plot window. For example, if your plot time span is 12 hours, a 25% arrow increment pans 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 you want a single click in the Time Span scroll bar to pan the plot window.

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Changing Trend Plot Scales You can set the upper and lower limits of the value axis (y-axis) for one, several, or all plotted tags. This enables you to analyze some traces individually or to apply the same 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 the tag trend plot scale to the tag’s highest and lowest tag values for the defined time span. Manual Scaling Manually set the highest and lowest value and prevent Process Trend from resetting the values.

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.

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Viewing Multiple Plots You can view up to eight trend plot displays and ten analysis displays at one time to view 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. You can also open a file by double-clicking 4. In the File name box, type the name of the file to open. thefilenamein the Open window. 5. Click Open. The file opens.

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

Exporting Data You can export the data in a plot to a comma-separated (.csv) file. You can then import this data into applications such as Microsoft Excel where you can perform further analysis. The trend plot data table is the data source for the comma separated file. To export data

You can click the Log 1. Open the plot you want to export. icon on the Standard toolbar to generate a 2. From the File menu, click Export. .csv file and view the file in a text reader. You The Export Data File window appears: can then save this file.

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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.

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Analyzing Plots

Overview Process Trend provides four different analysis charts that you can use to analyze process data. An analysis chart can be based on the active plot, or you can select specific 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. This chart shows information such as normal distribution, mean, and standard deviation. SPC General statistical process control information in a graphic format. This chart shows information such as x-bar, upper and lower control limits, as well as out of control values. Regression Standard regression information in a graphic format. This chart shows information such as x-y plot and the line of regression. Power Spectrum Standard frequency analysis information in a graphic format. When you create an analysis chart from a trend plot, the first selected tag in the legend is analyzed in the chart. If the analysis uses two tags, for example, a regression analysis, the first two selected tags in the legend are analyzed.

Setting Analysis Chart Options The display set up for each of the analysis charts is very similar between different chart 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 for each of the open analysis charts. You can also define specific data retrieval properties for an analysis chart. The data retrieval properties enable you to modify the retrieval settings including retrieval types, time spans, and start and end times.

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Setting General Options

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

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To set general plot features

1. In the open analysis chart, from the Plot menu, click Modify Analysis Characteristics. 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.

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Setting Retrieval Properties

You can define The same Retrieval Properties window is used to define custom settings for all of the custom retrieval analysis chart types. Once you have generated an analysis chart, you can modify its properties for an analysis chart. retrieval properties. To set retrieval properties

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

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

3. Click the Reset button to reset the analysis chart retrieval properties to the previous 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.

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Using Analysis Charts Once you create an analysis chart you can define specific tag settings and line/bar attributes to make the data more relevant to your analysis requirements. You can create an analysis chart using a trend plot for the data source, or you can create a blank 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 analysis data 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 within a plant. You can use this data to view variances in a plant’s operations and to identify operational 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 the trend plot as the data source.

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To change and define a tag in a Statistical chart

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

You can also select a tag in the Current Tag box to change the tag in your Statistical chart. A maximum of eight tags is allowedinthe Current Tag box.

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

2. Open Profit Tag Explorer. Refer to the Working with Profit Tag Explorer section 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 Definition window. If the maximum number of eight (8) tags has not been reached, the information is updated using the new tag and the new tag appears in the Current Tag box.

NOTE: A maximum of eight (8) tags is allowed in the Current Tag box. If the Current Tag box contains eight (8) tags any tag dragged into the Current Tag box thereafter is NOT added to the Current Tag box. Consequently, if the tag you want to chart cannot be added to the Current Tag box, use Profit Tag Explorer or the 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 Statistical chart.

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The Tag Definition window is read-only.

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 retrieval properties.

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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 the is clicked and the Time Span is 4 hours, the End Date / Time is set to 1/1/01 at 12:00 a.m. and the Start Date / Time is calculated to be 12/31/00 at 8:00 p.m. as illustrated in the display below.

10. Click OK. The Retrieval Properties window closes and you are returned to the Statistics Analysis 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 the number of bars to appear in the histogram.

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

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

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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 the histogram bar.

3. Click Color. The Color window appears:

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

5. Click OK. The Color window closes.

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

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7. Click to select the Show check box to show the Norm. Dist line on the Statistical chart. Clear the Show check box to remove the Norm. Dist line from the Statistical 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 the performance of processes within a plant. You can use the information in the chart to visually identify areas where processes are running efficiently, and to identify where there 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 trend plot as the data source.

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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:

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

2. Open Profit Tag Explorer. Refer to the Working with Profit Tag Explorer section 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 SPC chart.

You can also select a 4. Drag the tag to the Current Tag box in the Statistics Process Control Tag tag in the Current Tag Definition window. If the maximum number of eight (8) tags has not been box to change the tag reached, the information is updated using the new tag and the new tag appears in in your Statistical chart. the Current Tag box.

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

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The Tag Definition window is read-only.

6. Click OK. The Tag Definition window closes.

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

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

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

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

11. In the CLs for X Bar area:

To… Do this…

Have Process Trend set the Lower and Upper Line Click the Auto check box. control limits for X Bar. Type the Lower and Upper Line control limits for X Clear the Auto check box. Bar in the boxes.

12. IntheCLsforXRangearea:

To… Click… Have Process Trend set the Lower and Upper Line Click the Auto check box. control limits for X Range. Type the Lower and Upper Line control limits for X Clear the Auto check box. Range in the boxes.

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

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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 the Filled 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 width ofthedatamarkers.

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.

8. Click OK. The Color window closes.

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.

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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 single dependent variable is affected by the values of one or more independent variables. This information provides you with the opportunity to predict how a similar dependent process will perform if you modify the independent variables, such as temperature. 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 the trend plot legend as the data source.

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To change and define the tags in a Regression Analysis chart

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

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

2. Open Profit Tag Explorer. Refer to the Working with Profit Tag Explorer section 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 Regression Analysis chart.

You can also select 4. Drag the tags to the Current Tag for X box and Current Tag for Y box in the a tag in the Current Regression Analysis Tag Definition window. If the maximum number of eight Tag boxes to change the tags in (8) tags has not been reached, the information is updated using the new tags and your Regression the new tags appear in the Current Tag boxes. Analysis chart. NOTE: A maximum of eight (8) tags is allowed in each of the Current Tag boxes. If the Current Tag boxes contain eight (8) tags any tag dragged into the Current 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 Tag boxes, use Profit Tag Explorer or the Favorite Tags List to change the tags in the chart.

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 the Current Tag boxes.

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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 Regression Analysis chart.

The Tag Definition window is read-only.

7. Click OK. The Tag Definition window closes.

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 information about setting the retrieval properties.

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

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

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

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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 data markers.

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

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

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

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

9. Click OK. The Color window closes.

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.

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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 Spectrum chart is generated using the first selected tag in the trend plot legend as the data source. To change and define the tags in a Power Spectrum chart

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

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

2. Open Profit Tag Explorer. Refer to the Working with Profit Tag Explorer section 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 SPC chart.

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You can also select a 4. Drag the tag to the Current Tag box in the Power Spectrum Tag Definition tag in the Current Tag window. If the maximum number of eight (8) tags has not been reached, the box to change the tag information is updated using the new tag and the new tag appears in the Current in your Power Spectrum chart. Tag box.

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

The Tag Definition window is read-only.

6. Click OK. The Tag Definition window closes.

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 retrieval properties.

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

10. In the Calculation area, click to select the Remove Mean check box to prevent calculation 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.

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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 the line.

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

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

5. Click OK. The Color window closes.

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

Analysis Chart Algorithms Following 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 configuration information 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 configuration information 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 can modify it later. • Unit: Y Axis unit. The default value for Unit is Counts, but users can select Counts or 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.

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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]

å (()Vi[]− Mean)2 Dev = N − 1 Normal Distribution Curve: The Normal Distribution Curve, where area is equal to the histogram, is calculated by:

WN æ (()xMean− )2ö Yx()==− expç − ÷ Dev 2π è 2 Dev2 ø where x ranges from Mean -3Dev to Mean +3Dev. Process Capability Cp: HSL− LSL If both LSL and HSL are defined, Cp = 6Dev Mean− LSL If only LSL is defined, Cp = 3Dev HSL − Mean If only HSL is defined, Cp = 3Dev

Uniformance Process Trend User Guide • 107 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 later from 1 to the 25. • LCL1 and UCL1: Low Control Limit and Upper Control Line for X Bar Plot. You can 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

iSSize× åVm[] =−() + Bar[] i = m i11 SSize SSize 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−−−111))( SSize,(() i−−+) SSize++× ,..., i× SSize ,)Wherei = 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]andRange[i] is given by the median of the time span of the sample group, T[][](() i−−+11) SSize+++++× T i× SSize Ts[] i = Where i = 1, 2, ..., Ns. 2 The Central Line for XBarand XRangeCL1 and CL2 are given by the mean value of Bar[] and Range[] å Bar[]i å Range[] i CL1 = and CL2 = Ns Ns If Auto mode decides the Control Limit : Low Control Limit for XBarLCL1 is given by LCL1121==− CL−−⋅ A⋅⋅⋅ CL where A2 is dependent on SSize and shown in the Values of A2, D3, and D4 table below. Upper Control Line for XBarUCL1 is given by LCL1121=+⋅CL ACL Low Control Limit for X Range LCL2 is given by LCL2232=−⋅ CL D CL

108 • Uniformance Process Trend User Guide Analyzing Plots where D3 is dependent on SSize andshownintheValuesofA2,D3,andD4table below. Upper Control Line for X Range UCL2 is given by LCL2232=+⋅ CL D CL where D3 is dependent on SSize andisshownintheValuesofA2,D3,andD4table below. Values of A2, D3,andD4

Sample A2 D3 D4 Size SSize 1 2.659 0 3.278 2 1.88 0 3.267 3 1.023 0 2.575 4 .729 0 2.282 5 .577 0 2.114 6 .483 0 2.004 7 .419 .076 1.924 8 .373 .136 1.864 9 .337 .184 1.816 10 .308 .223 1.777 11 .285 .256 1.744 12 .266 .283 1.717 13 .249 .307 1.693 14 .235 .328 1.672 15 .223 .347 1.653 16 .212 .363 1.637 17 .203 .378 1.622 18 .194 .391 1.608 19 .187 .403 1.597 20 .18 .415 1.585 21 .173 .425 1.575 22 .167 .434 1.566 23 .162 .443 1.557 24 .157 .451 1.548 25 .153 .459 1.541

Uniformance Process Trend User Guide • 109 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 from 0 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]isthe interpolation value of Vy[] at the point Tx[i]+Shift.Wherei = 1, 2, ..., Nx. The XY plot is drawn using the data Vx[] and V’y[]. The Regression Line is drawn by y = Bx+A. Nxå Vx[] i V ' y [] i− (()ååå Vx [] i)(()å V ' y [] i ) Where B is calculated by B = Nxå Vx[] i 2 − (()å Vx[] i )2

å Vyi'[]− Bå Vx []i and A is calculated by A = . Nx The Correlation Coefficient R is given by Nxå Vx[] i V ' y [] i− (()ååå Vx [] i)(()å V ' y [] i ) R = [[]Nxå Vx[] i2 − (()å Vx [] i)2][[] Nxå Vyi'[]2 − (()å Vyi'[])2]

110 • Uniformance Process Trend User Guide Analyzing Plots

PowerSpectrumCharts

You can set the following parameters for Power Spectrum charts: • Remean: Remove Mean. The default setting for Remean is False, but users can modify it later to True or False. • Unit: Spectrum Unit. The default value for Unit is db, but users can modify it later to 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 = 2m , where m is a positive integer.

+ Nfft = 2(()int(()log2 N) 1) ,otherwise. Then a new array V’[1], V’[2], ...... , V’[Nfft] is calculated, and V’[i]isthe interpolation value of V[] at the point (()iTNT−−⋅11))(⋅⋅⋅−(()[]− []) Ti'[ ]= .Wherei = 1, 2, ..., Nfft. Nfft − 1 å Vi'[ ] If the Demean is set to True, the data samples to do FFT is Vi''[ ]==− Vi '[ ]− . Nfft

The FFT of the data sample V'[] is given by: Nfft æ −−−it21π(()− )ö Wj[]= å V '[]exp t ç ÷ , 1 ≤≤≤jNfft≤ , è ø t =1 è Nfft ø UseV''[]insteadofV'[]intheaboveequationifDemean is set to True. The power spectrum P[k] defines as: 1 P[]0 = W []0 2 , Nfft 2

1 2 Pk[]==+(()Wk []2 ++− WNff [− k ]) k==−121,2,...,(() Nfft / − ) ,and Nfft 2

1 2 P[/] Nfft 2 = W [/] Nfft 2 . Nfft2

Uniformance Process Trend User Guide • 111 Analyzing Plots

kNfft⋅⋅⋅−⋅(()− 1) where P[k] is the power spectrum at the frequency Hz. TN[]− T []1

If Unit is set to db, the power spectrum in db is given by: = = Pdb[] k20 log10 P[] k , k01, ,..., Nfft / 2.

112 • Uniformance Process Trend User Guide Managing Files

Managing Files

Overview

Useafilesuitewhen You can save Process Trend plots, analysis charts, and comma delimited files as you frequently work individual files or save the files as part of a file suite. When you save a file suite, you with the same files at include all associated files in one saved package that you can open to view all one time. associated files in one step. For example, if you usually look at three plot files and three analysis charts at one time, you can create a file suite to view all of the files from the saved locations.

Saving Files You save Process Trend files using the standard Windows Save features. For example, you can: • Click the Save icon on the Standard toolbar to save a file and then continue working 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.

Uniformance Process Trend User Guide • 113 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:

If you have saved the file previously, when you click Save, the file is automatically updated in the directory from which the file was opened.

Tosaveafilewitha 2. different name, from In the Save in box, locate the directory into which you want to save the file. the File menu, click Save As and follow 3. In the Save as type box, select the type of file you are saving. steps 2 to 5 in To save the active 4. In the File name box, type the name of the file. window. 5. Click Save. The file is saved to the specified directory.

Opening Saved Files You open Process Trend files using the standard Windows open features. For example, 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.

114 • Uniformance Process Trend User Guide 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. You can also open a file by double- clicking the file 4. Click the file name. name in the Open window. 5. Click Open. The file appears in the Process Trend window.

Uniformance Process Trend User Guide • 115 Managing Files

Working with File Suites You can save Process Trend files into a collection of files called a suite. When you save a suite, all window positions of the open files in the suite are saved, so that when you 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.

If you want the trend 2. From the File Menu, click Save Suite. plots to open in a The Save Suite window appears: specific order, arrange them in the required order before yousavethemina file suite.

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).

116 • Uniformance Process Trend User Guide 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:

You can also open a file by double- clicking the file name in the Open window.

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 they were saved.

Uniformance Process Trend User Guide • 117

Interfacing to Process Trend

Overview You can develop a programmatic interface to Process Trend. Applications can invoke Process Trend by: • Passing trend input information via a command line interface. • Interfacing with a previously activated Process Trend, passing trend input information using DDE.

VB Setup for Using DDE to Pass Information to Process Trend

This example The following example shows the setup from a VB application when you are using assumes that the VB DDE to pass information to Process Trend: application has a control named label1. Private Sub Label1_Change() When a change event occurs in label1, the On Error GoTo error_label1 example code is ‘// if nothing in label, exit sub executed. If Label1.Caption = "" Then Exit Sub ‘// setup label DDE attributes to talk to process trend Label1.LinkTopic = "Process Trend for PHD|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\Process Trend\phdtrend.exe vbNormalFocus) Resume Else Msgbox err.number & ": " & err.description End If End Sub

Uniformance Process Trend User Guide • 119 Interfacing to Process Trend

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 the LinkTopic (as defined in Process Trend). • label1.caption - represents the execution string to be processed by Process Trend.

Calling Options The 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 interfacing with running Process Trend - DDE interface). • Passing Actions to Process Trend (applicable to interfacing with running Process Trend 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.exe c:\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 not passed in, then the default PHD host name (as defined by the system environment variable 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 a single quote; the timelist makeup is: /S ‘endTime1,SpanInSeconds1;endTime2,SpanTimeInSeconds2;…. endTimen,SpanTimeInSecondsn’; (where n = number of Tags in taglist)

120 • Uniformance Process Trend User Guide Interfacing to Process Trend 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 number of seconds in the span to display; for example: 1 hour = 3600, etc. When displayed, if all of the SpanTimeInSeconds are not the same, the largest SpanTimeInSeconds will be used for the span time when plotting the tags. where filename is the name to call the plot that will be displayed. The filename must be enclosed in single quotes. where /L and /U allow the user to specify whether the added tags will be locked 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 via DDE interface [/C filename] Closefileidentifiedbyfilename 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 Schematics You can invoke Process Trend through a GUS Schematic. The following is a sample piece of code that will use the DDE link and pass information to Process Trend. This sample code passes only an existing file name, although any of the described inputs could be passed. The GUS schematic initiates the communication by a pressing a command key. Sub OnLButtonClick() On Error GoTo errorhandler1 Dim ApplicationList$() Dim i as integer n$ = AppGetActive$() AppList ApplicationList For i=lbound(ApplicationList) to ubound(ApplicationList)

Uniformance Process Trend User Guide • 121 Interfacing to Process Trend

if ApplicationList(i) like "*Honeywell TotalPlant Process Trend for PHD*" then AppRestore ApplicationList(i) ch% = DDEInitiate("Process Trend for PHD", "tpdtrend")

DDEtimeout 20000 DDEPoke ch%, "labelDDE", "" & display.params.controller_tag.[name] & ".plt" winactivate " Honeywell TotalPlant Process Trend for PHD " 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, "Process Trend Error" resume next End Sub

122 • Uniformance Process Trend User Guide Frequently Asked Questions

Frequently Asked Questions

Retrieval Requests 1. 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 on the trend, the bad value gap seems to change as well, getting smaller when zooming in and larger when zooming out. What causes this? Answer: When requesting RAW data retrieval, the amount of data that will be returned is unknown due to data compression techniques being applied to the collected data. Process Trend has a maximum number of data samples per tag that can be processed. If the number of data samples is greater than this maximum 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 and low values, as well as bad value indication. As users analyze specific areas on the curve via zooming, a new data request is made; the Best Fit algorithm is applied again, returning a higher resolution set of data. As users zoom in, the Best Fit algorithm will be re-applied until the number of raw data samples is less than the maximum number of allowable samples. See the “Visual PHD Developers Reference Guide” (PIM3001) for details about Best Fit.

2. What is the maximum number of samples that can be processed for each tag being traced? Answer: For linear curves, the maximum number of samples before the Best Fit algorithm is invoked is 2000 data samples; for step curves, the maximum number of samples is 1000.

3. When I am retrieving averages on a 1 minute interval, if I increase the time span to 30 days, the retrieval interval frequency displayed on the legend of the plot changes to 1298 seconds. Why? Answer: When interval based data is requested, if the interval value, when used with the requested time span, results in more samples than allowed for Process Trend, then the retrieval interval is automatically re-calculated to return an allowable number of samples. This is performed automatically so that the user does not have to change both the time span and the retrieval interval when modifying the initial request. Since the user has requested a new time span, it is assumed that the time span should be given higher priority than the retrieval interval.

Uniformance Process Trend User Guide • 123 Frequently Asked Questions

Retrieval Times 4. 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 for each tag can be different. These start and end times can be modified directly in the 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 against multiple time spans.

Plot Operations 1. Can I unlock only 1 tag on a plot? Answer: No, the lock/unlock is for the entire plot. If multiple plots are being displayed, each plot maintains its own lock/unlock status.

2. How do I change the physical characteristics of a plot? I want to change the background color of the trace area. Answer: See the section “Setting Plot Characteristics” for details on changing the 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 arrows will simulate the same action as clicking on the right or left arrows beside the scrollbar. If the or and the right or left arrow buttons are pressed, the result is the same as clicking in the time scrollbar. Additionally, if the up or down arrows are pressed, then a new timespan is selected, based on the order of selection in the toolbar timespan list control. The up arrow will increase the timespan, while the down arrow will decrease the timespan.

124 • Uniformance Process Trend User Guide Frequently Asked Questions

Plot Printing 1. 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 to print multiple plots with a single request.

Hairline Cursor 1. 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 the same. Is this correct? Answer: Yes; the function of the hairline cursor is to show the time value represented by the hairline cursor as well as the value of the intersection between the hairline and each tag’s trace. If tags are being traced against a different time window, then the time values displayed in the legend will represent the individual 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 and left) to move the hairline 1 second at a time; use the and the right or left arrow buttons to move by 1 minute increments.

Uniformance Process Trend User Guide • 125

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-task environment, the client is the user process. In a network environment, the client is the local 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-procedural language, such as SQL, or where the data manipulation can be mapped in a non- procedural manner.

Uniformance Process Trend User Guide • 127 Glossary

database

A set of operating system files, treated as a unit, in which an Oracle server stores a set 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 the table represented by the block.

database client

A client, usually an application or utility, running on a PC or other computer, that requests 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 server holds 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 needed for 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 by smoothing it with a first order exponential decay filter and a feed forward digital filter.

Global User Station (GUS)

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

128 • Uniformance Process Trend User Guide Glossary

HCI PHD server

A component of the Honeywell TPS system. The HCI PHD Server provides an OLE for Process Control (OPC) compliant interface. This interface is used by TPS and users 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) showing the comparative frequency of the measurements (as in SPC histogram, available with the Uniformance Desktop Tool - Process Trend). host

The PHD server that is installed on a computer that is part of the plant network or intranet. Uniformance Desktop users must specify a host name, user name, and password to log on to the PHD server. main PHD server

A server containing data from one or more process level servers. A main server and all 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 end user, 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

Uniformance Process Trend User Guide • 129 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-time database, then stored to the history database. The PHD server is part of the plant network or intranet. As a Uniformance Desktop user, you will need to identify this server by name to retrieve PHD data.

process level server

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

PHD system

The Process History Database components that collect and store history data. These components include: • an Oracle Relational Database Management System (RDBMS) • a Real-Time Data Interface (RDI) • aPHDServer

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 is also referred to as actual stored data. Data may have been processed (if options such as 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.

130 • Uniformance Process Trend User Guide Glossary reduced data

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

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

Raw data retrieved from the queue and archive which is then processed and used in an 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 and number) containing the history database. These are called the SCAN archive files, as they are the files in which scanned raw data is stored. Typically, each SCAN archive file 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 data access to an Oracle database. The server portion receives and processes SQL and PL/SQL statements originating from client applications. The computer that manages the server portion must be optimized for its duties.

Uniformance Process Trend User Guide • 131 Glossary

server process

1. A process in charge of communicating with the user process and interacting with Oracle to carry out requests of the associated user process. For example, if a user queries some data that is not already in the database buffers of the SGA, the associated server process reads the proper data blocks from 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 single user process. A multi-threaded server configuration allows many user processes to share a small number of server processes, thus minimizing the number of server processes and maximizing the use of available system resources. On some systems, the user and server processes are separate, while on others they are combined into a single process. If a system uses the multi-threaded server, or if the user and server processes run on different machines, the user and server processes must be separate.

2. In SQL*Net, an Oracle process that receives SQL statements from the client and sends them to the Oracle database on the server machine. The server parses and executes 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 being considered a gross error. The amount is equal to the standard deviation multiplied by the tag configuration parameter Gr Error Sigma Limit.

Statistical Process Control (SPC)

Statistical Process Control (as in the SPC analysis chart available with the Uniformance Desktop Process Trend).

tag

An entity that is being collected and historized. Equivalent to a parameter on the source 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

132 • Uniformance Process Trend User Guide Glossary

Uniformance desktop

The Honeywell family of workstation-based tools provides access to PHD data as well as data from other Uniformance applications. The Uniformance Desktop provides tools for analysis, trending, reporting, incident replay, and process upset/error diagnostics. Uniformance Desktop tools are installed on a workstation (including a Honeywell Global User Station (GUS)) connected to the plant network or intranet and running Windows 95 or Windows NT. virtual tag

A tag value generated from a user-defined calculation. The calculation can be based on 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.

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Index

analysis charts con't Power Spectrum charts 101–4 Index Regression Analysis chart 98–101 setting auto retrieval 90 setting colors 89 setting data sources 90 setting fonts 88 . setting grids 89 .csv files 17 setting options 87 .fft files 17 setting retrieval properties 90 .plt files 17 setting server retrieval 90 .rg2 files 17 setting titles 89 .spc files 17 setting trend retrieval 90 .ste files 17 SPC charts 94–98 .sts files 17 Statistical charts 91–94 types of 87 A annotations actions adding to plots 80 passing to Process Trend with VB 119 deleting 81 adding modifying 81 annotations to plots 80 moving 81 buttons to toolbars 28 showing 81 calculation tags to plots 45 audience tags from different data sources 44 document 10 tags to plots 42 autoscale tags using Tag Explorer 46 setting margin defaults 27, 84 tags using the Favorite Tags list 46 axis algorithms changing scales 84 foranalysischarts104 setting 65 Power Spectrum charts 108 setting colors 66 Regression Analysis charts 108 setting fonts 71 SPC charts 106 setting time axis 53 Statistical charts 104 setting titles 70 analysis charts setting value axis 54 algorithms 104 B creating Power Spectrum charts 102 creating Regression Analysis charts 98 bar styles creating SPC charts 94 for Power Spectrum charts 104 creating Statistical charts 91 for Regression Analysis charts 101 general settings 88 for SPC charts 97 line and bar options 93, 97, 101, 104 for Statistical charts 93

Uniformance Process Trend User Guide • 135 Index

Best Fit 27, 49 converting con't buttons units 52, 83 Standard toolbar 15 creating Time Span toolbar 16 annotations 80 bypassing PHD login 13 plots 42 Power Spectrum charts 102 C Power Spectrum charts from plots 102 calculation tags Regression Analysis charts 98 creating 45 Regression Analysis charts from plots 98 calling options SPC charts 94 VB setup 118 SPC charts from plots 94 changing Statistical charts 91 axis scales 84 Statistical charts from plots 91 time spans 82 crosshairs charts using 73 analysis charts 87 D Power Spectrum charts 101–4 Regression Analysis chart 98–101 data SPC charts 94–98 viewing tag data 77 Statistical charts 91–94 data retrieval clearing defining 52 Favorite Tags list 38 data retrieval types colors defining 47 for axis 66 data server for hairline cursor 68 setting 41 setting for analysis charts 89 data sources setting for trace areas 62 foranalysischarts90 comma delimited text files using tags from multiple sources 44 creating 86 data tables file names 17 exporting data 86 commands menu bar 77 Main menu bar 17 printing 77 conditional queries using with hairline cursor 75 creating 58 viewing 77 viewing 60 default settings contacting autoscale margin 27 Honeywell support 11 retrieval intervals 26 conventions default settings typographics 10 axis value format 27 converting customizing 21 defining units 52 end time 26

136 • Uniformance Process Trend User Guide Index

default settings con't dragging tags line attributes 26 into Favorite Tags list 32 minimum confidence 26 into Plot Definition window 34, 35 modifying 22 into plot windows 34 reduction offset 26 using Tag Explorer 34 scrollbar 24 start time 26 E storing 22 end times using single value span 27 defining 47 defining offset units 49 advanced plot settings 51 offset values 49 advanced tag settings 50 reference points 48 basic tag settings 47 setting defaults 26 convert units 52 exiting data retrieval options 52 Process Trend 19 data retrieval types 47 exporting data time spans 49 data 86 end times 47 intervals 47 F plot characterstics 61 Favorite Tags list plot lines 56 adding tags to plots 46 reduction offset 52 building 36 relative based time 48 clearing 38 retrieval intervals 48 deleting tags 37 retrieval types 48 dragging tags into 37 start times 47, 48 dragging tags into using Tag Explorer 32 tags in Power Spectrum charts 102 recreating 38 tags in Regression Analysis charts 99 saving 37 tags in SPC charts 95 updating 37 tags in Statistical charts 91 using with Tag Explorer 32 time axis options 53 file names traces 61 .csv 17 value axis options 54 .fft 17 deleting .plt 17 annotations 81 .rg2 17 tags from Favorite Tags list 37 .spc 17 descriptors .ste 17 for tags 78 .sts 17 moving 78 comma delimited text files 17 extensions 17 passing to Process Trend with VB 118

Uniformance Process Trend User Guide • 137 Index file names con't I Power Spectrum charts 17 information process trend plot 17 passing information to Process Trend 117 Regression Analysis charts 17 interfacing SPC charts 17 via GUS 119 Statistical charts 17 intervals file suites defining 47 opening 115 saving 114 L files opening saved files 112 legends saving 111 showing 70 saving with passwords 14, 111 line attributes fonts setting defaults 26 setting for analysis charts 88 line styles setting for axis 71 for Power Spectrum charts 104 setting in plots 71 for Regression Analysis charts 101 Frequently Asked Questions 121 for SPC charts 97 for Statistical charts 93 G lines defining in plots 56 grids locking setting 63 hairline cursor 74 setting for analysis charts 89 trace areas 76 grouping logging in buttons on toolbars 29 bypassing the PHD server 14 GUS to the PHD server 14 interfacing to Process Trend 119 using the Login window 13 H M hairline cursor managing locking 74 manual scaling 84 setting 67 menu bars setting color 68 commands 17 setting width 67 data table 77 unlocking 74 Main menu bar 17 using 74, 123 minimum confidence using with data tables 75 setting defaults 26 hiding modifying trace areas 76 annotations 81 Honeywell support plot default settings 22 contacting 11

138 • Uniformance Process Trend User Guide Index

modifying con't plots plotted tags 79 adding calculation tags 45 toolbars 28 adding tags 42 moving adding tags from different data sources 44 annotations 81 analyzing 87 buttons on toolbars 28 annotations 80, 81 changing scales 84 O creating 42 offset units defining advanced settings 51 end time 49 defining characterstics 61 offset values defining lines 56 end times 49 modifying tags in plots 79 opening moving tag descriptors 78 file suites 115 saving 112 multiple plots 85 setting defaults 21 saved files 112 setting fonts 71 overview setting general display 68 document sections 10 setting zoom factors 72 Process Trend 9 showing legends 70 showing tag descriptors 78 P starting 42 time axis titles 70 panning titles 69 changing settings 83 using to create Power Spectrum charts 102 setting properties 24 using to create Regression Analysis charts 98 passwords usingtocreateSPCcharts94 saving with files 14, 111 using to create Statistical charts 91 PHD host value axis titles 70 setting 41 viewing 61 using tags from multiple sources 44 viewing multiple 85 PHD server zooming in 72 bypassing log in 14 plotting tags loginto14 from the Plot Definition window 35 modifying 22 Power Spectrum charts 101–4 scrollbar 24 algorithms 108 Plot Definition window creating 102 adding tags 42 creating from plots 102 adding tags to plots 42 defining tags 102 Plot Tag Definition window file names 17 dragging tags into 34 line and bar options 104 plot windows dragging tags into 34

Uniformance Process Trend User Guide • 139 Index

Process Trend retrieval types passing actions using VB 119 defining 48 passing file names using VB 118 passing tagnames using VB 118 S starting 13 saved files using with Visual Basic 117 opening 112 VB setup calling options 118 saving custom toolbars 29 Q Favorite Tags list 37 queries file suites 114 creating conditional 58 files 111 viewing 60 files with passwords 14, 111 quitting plots 114 Process Trend 19 the active window 112 scaling R auto 84 recreating changing 84 Favorite Tags list 38 manual 84 reduction offset scrollbar defining 52 setting options 24 setting defaults 26 selecting reference points multiple tags 11 end times 48 text 11 Regression Analysis chart 98–101 setting Regression Analysis charts analysis charts 88 algorithms 108 axis 65 creating 98 data retrieval options 52 creating from plots 98 data server 41 defining tags 99 grids 63 file names 17 hairline cursor 67 line and bar options 101 panning 24 relative based time PHD host 41 defining 48 tag attributes 25 removing time axis options 53 buttons from toolbars 28 time spans 24 retrieval intervals trace area background color 62 defining 48 traces 61 setting attributes 25 value axis options 54 setting defaults 26 showing retrieval properties annotations 81 setting for analysis charts 90 hairline cursor 67

140 • Uniformance Process Trend User Guide Index

showing con't Tag Explorer con't trace areas 76 using with Favorite Tags list 32 single value span tags setting defaults 27 adding to plots 42 SPC charts 94–98 adding using Tag Explorer 46 algorithms 106 adding using the Favorite Tags list 46 creating 94 clearing the Favorite Tags list 38 creating from plots 94 creating calculation tags 45 defining tags 95 defining advanced settings 50 file names 17 defining basic settings 47 line and bar options 97 defining in Power Spectrum charts 102 Standard toolbar 15 defining in Regression Analysis charts 99 button descriptions 15 defining in SPC charts 95 modifying 28 defining in Statistical charts 91 start times deleting from Favorite Tags list 37 defining 47, 48 displaying descriptors 78 setting defaults 26 dragging tags into Favorite Tags list 32 starting modifying plotted tags 79 plots 42 moving descriptors 78 Process Trend 13 passing to Process Trend with VB 118 Statistical charts 91–94 setting 78 algorithms 104 viewing 78 creating 91 viewing detailed data 77 creating from plots 91 time axis defining tags 91 changing settings 82 line and bar options 93 setting 53 storing titles 70 plot default options 22 time lags 82 system requirements 13 time settings viewing 82 T time span tag attributes scrollbar 82 retrieval 25 Time Span toolbar 16 setting 25 button descriptions 16 Tag Explorer time spans adding tags to plots 46 changing 82 dragging tags into plots 34 changing panning settings 83 dragging tags into the Plot Definition window 35 setting 24 dragging tags into the Plot Tag Definition titles window 34 setting for analysis charts 89 using 31 setting plot titles 69

Uniformance Process Trend User Guide • 141 Index

toolbars Visual Basic adding buttons 28 passing actions to Process Trend 119 grouping buttons 29 passing file names to Process Trend 118 modifying the Standard toolbar 28 passing tagnames to Process Trend 118 moving buttons 28 setup calling options 118 removing buttons 28 using with DDE 117 saving 29 Standard toolbar 15, 28 W Time Span toolbar 16 workspace trace areas customizing 21 hiding 76 locking 76 Z setting 61 zooming setting background color 62 in plots 72, 73 showing 76 setting zoom factors 72 unlocking 76 traces setting 61

U units changing 84 converting 52, 83 unlocking hairline cursor 74 trace areas 76 updating Favorite Tags list 37

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

142 • Uniformance Process Trend User Guide