Using PI ProcessBook

and PI DataLink

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Introduction to PI

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 What is the PI System?
The PI System is a set of Server- and Client-based
software programs designed to fully automate the
collection, storage and presentation of plant
information.

PI = Plant Information

Because PI is frequently used as an integration and

development platform for enterprise-wide applications,
PI becomes the main link from the
Production Floor to the Office
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 What is the PI System?
• Software suite that creates an advanced
information management system to acquire data
from your process.
• Includes sophisticated processing tools to
transform that data into intelligence to help
personnel make timely decisions.
• Configurable, interactive displays deliver
information whenever and wherever needed.
• PI stores a nearly infinite amount of data, at its
original resolution, virtually forever.

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 The PI System
The Server The Analytics The Visuals
PI Archive Advanced Computing
Smart Clients
Engine (ACE)
Analysis Framework ProcessBook
Module Database PI Analytics
DataLink

Real-Time Interfaces RtReports ActiveView

BatchView
RLINK RtAlerts
Client: Windows XP / Vista
Microsoft Office 2003 /2007
Data Access Sigmafine
Thin Clients
Windows Server 2003
RtWebParts
MCN HealthMonitor Visual Studio.NET

Windows Server 2003 RtPortal iViews

SQL Server 2005

RtReports Clients
Server: Windows Server 2003
Windows SharePoint Services – or –
SAP Enterprise Portal 6

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PI ProcessBook

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 What is PI ProcessBook?

Software that allows users to build and visualize

process flow diagrams, values and trends in
real time

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 PI ProcessBook Modes

• Run Mode: Used to browse PI

ProcessBook elements

• Build Mode: Used to build or edit a PI

ProcessBook element

• Change mode using the Tools menu or

Drawing toolbar

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Run Mode

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 Trend Viewing Options

– Zoom in/out on a trend

– Full screen graphic display
– Change the time period
displayed
– Change the vertical axis
scale
– Trend cursors
– Revert to original
configuration

• Note: These functions are only

enabled in Run mode

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 Zoom

• Drag a rectangle within the trend boundary

• Use revert to return to original definition

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 Full Screen

• Double-Click in Run mode to activate

• Double-Click again to de-activate

Too small?
Double-Click on it

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 Trend Cursors
• Activates a cursor to display the exact value at
one (or more) given time(s)

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 Change Time Range

• Zoom function previously described

• “One time period forward – backward” functions:

– Browses one time period forward or backward and accesses
the appropriate archived data

• Use the scroll bar:

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 Change Time Range

• Time Range function in View menu or

– Uses absolute or relative time format

– For automatic updates
 The value of the To parameter must be * (now)
 The time range must be less than or equal to 24 hours
(configurable)

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 Revert to Original Configuration

• Use the Revert function of the View menu or the

button to get back to the original display

• The changes made in View mode are only

temporary and will not change the original
configuration

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 Viewing Options on Multiple Items
• It is possible to select more than one item at a time
– Hold the CTRL or the SHIFT key and click on the desired items
– Selected items are framed with a red rectangle

• Most view functions will apply to all items that are

selected
– If none selected, the changes will be applied to all items on the
display

• These functions will make any dynamic elements

present on the display show values in the past

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 Temporary Trends (Ad-Hoc)

• In Run mode, there are 2 ways to create a

trend:
– In the current window:
Select one or many values, click on then draw a
rectangle to display the trend
– In a new window:
Select one or many values, then click on to create
an Ad-Hoc trend

It is possible to save the new window

as a Display

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 Unavailable Data

• Trend displays nothing

• Value displays “No Data”
• Trend Cursor displays “No Data”
• Bar Graph displays diagonal lines
• Multi-state Symbol displays user defined bad
data color

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Build Mode

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 Building a PI ProcessBook

• Using File/New or icon

– PB File: ProcessBook Workbook
 PB Entry: PI ProcessBook elements (displays)

– PB Display: Independent display page

Note : An asterisk (*) beside the name of the PB or the

display in the title bar means that the document has not
been saved or there have been modifications since the
last save
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 ProcessBook Entries

• 5 types of ProcessBook entries

– Display
– Linked Display
– Operating System Command
– Linked ProcessBook
– Text

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 The Draw Menu

• Lists elements that can be

added to the display
– Static Elements
– Dynamic Elements

1. In Build mode, select the

desired element
2. Put it on the display
3. Define its configuration
when prompted.

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 Trend Building

• In Build mode:
1. Use Trend option accessible from the Draw menu or by
clicking
2. Draw a rectangle with the mouse to define the size of
the trend
3. A Design window with 4 different tabs allows
configuration of the trend: General, Display Format,
Trace Format and Layout

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 Trend Building - “General” Tab

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 Trend Modification

• Select a trend, and use the Selected Item

function from the Edit menu
– Double-click on the trend in Build mode

• The button is used to modify the selected

trend’s font
– This button is only accessible in Build mode

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 Static Shapes

• Accessed from the Draw menu

– Rectangles
– Ellipses/Circles
– Lines/Polylines
– Polygons
– Arcs
– Connectors
– Texts
– Graphics from Symbol Library and Imported Image Files
• All items can be grouped, colored, connected,
and/or made to be multi-state objects

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 Symbol Library

• The button allows access to a library of symbols

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 Dynamic Elements

• The following dynamic elements can be added

to a display:
– Trends
– X-Y Plots
– Bar Graphs
– Dynamic Values
– Multi-State Symbols

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 Dynamic Elements

• The dynamic elements will change in real time

according to the value of their associated tags

Level: 31.22 11/ 05/ 2006 10:56:15 AM Level: 92.63 11/ 05/ 2006 10:58:07 AM

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PI DataLink

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 What is PI DataLink ?

• PI DataLink is an OSIsoft Add-In for Microsoft

Excel (and Lotus 1-2-3)

• This Add-In lets you import data from the PI

System into a spreadsheet for further analysis

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 PI DataLink Menu

Functions that retrieve a single value

Functions that retrieve series of values

Functions that retrieve calculated values

Alternate tag identification methods

Trend display tool

Tag search, connections, settings and

help

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 PI DataLink Settings
Determines how tags
selected in the "Tag
Search" dialog window
Determines which time are copied on the
zone PI DataLink spreadsheet: Columns
interprets time from (PI or Rows
server vs. client station)
Determines if the PI
Option to display #N/A server's name is copied
instead of blanks when automatically in PI
there are more cells DataLink dialog boxes
than data to fill them
Determines the number
format for DataLink
Option to ignore locale results
settings on the
operating system when Determines the
parsing timestamps time/date format for
DataLink results
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 Current Value

• Function: PICurrVal
– Retrieves the current value for a tag

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