1(41 - 2(41) doc. no. rev. ind. 5.2.0 date 081216 control systems and products – rac asia this is...

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1(41) Doc. no. Rev. ind. 5.2.0 Date 081216 Issuer Qian Hao Dept. RAC Asia Phone +86 138 106 78896 +8610 84566688Ext3539 Fax +8610 84567625 E-mail [email protected] Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions. For official documentation please refer to System 800xA DVDs Subject: Hands-on exercise 800xA – Mr Engineer – Report Configuration Table of contents 1 Introduction ..................................................................................................... 2 2 Revision History .............................................................................................. 2 3 Required Software and Hardware .................................................................. 2 3.1 Software ................................................................................................. 2 3.2 Hardware ................................................................................................ 2 4 Preparation ...................................................................................................... 2 4.1 Installation of the necessary components ................................................. 2 4.1.1 Addition of the Scheduler System Extension ............................. 3 4.2 Setup Excel............................................................................................. 3 4.2.1 Check the Data Direct add-in in Excel ....................................... 3 4.3 Check the Security Settings for the Macros ............................................. 7 5 Hands-on .......................................................................................................... 9 5.1 Create a sample Application.................................................................... 9 5.2 Create a log ...........................................................................................13 5.2.1.1 History Source ........................................................13 5.2.1.2 Create a log for Counter01 and Counter02 ...............14 5.3 Ad-hoc report ........................................................................................16 5.3.1.1 History data.............................................................16 5.3.1.2 Alarm and Event .....................................................19 5.3.1.3 Process Value..........................................................21 5.4 Scheduling of reports .............................................................................22 5.4.1.1 Create a Scheduler Service ......................................22 5.4.1.2 Save a report template locally ..................................27 5.4.1.3 Create Job Description ............................................29 5.4.1.4 Add an Action Aspect .............................................30 5.5 Schedule the report ................................................................................38

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Page 1: 1(41 -  2(41) Doc. no. Rev. ind. 5.2.0 Date 081216 Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals

1(41) Doc. no. Rev. ind. 5.2.0 Date 081216 Issuer Qian Hao Dept. RAC Asia Phone +86 138 106 78896

+8610 84566688Ext3539 Fax +8610 84567625 E-mail [email protected]

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Subject: Hands-on exercise 800xA – Mr Engineer – Report Configuration

Table of contents

1 Introduction ..................................................................................................... 2

2 Revision History .............................................................................................. 2

3 Required Software and Hardware .................................................................. 2 3.1 Software ................................................................................................. 2 3.2 Hardware ................................................................................................ 2

4 Preparation ...................................................................................................... 2 4.1 Installation of the necessary components ................................................. 2

4.1.1 Addition of the Scheduler System Extension ............................. 3 4.2 Setup Excel............................................................................................. 3

4.2.1 Check the Data Direct add-in in Excel ....................................... 3 4.3 Check the Security Settings for the Macros ............................................. 7

5 Hands-on .......................................................................................................... 9 5.1 Create a sample Application.................................................................... 9 5.2 Create a log ...........................................................................................13

5.2.1.1 History Source ........................................................13 5.2.1.2 Create a log for Counter01 and Counter02 ...............14

5.3 Ad-hoc report ........................................................................................16 5.3.1.1 History data .............................................................16 5.3.1.2 Alarm and Event .....................................................19 5.3.1.3 Process Value ..........................................................21

5.4 Scheduling of reports .............................................................................22 5.4.1.1 Create a Scheduler Service ......................................22 5.4.1.2 Save a report template locally ..................................27 5.4.1.3 Create Job Description ............................................29 5.4.1.4 Add an Action Aspect .............................................30

5.5 Schedule the report ................................................................................38

Page 2: 1(41 -  2(41) Doc. no. Rev. ind. 5.2.0 Date 081216 Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals

2(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

1 Introduction

This document is not a manual.

The objective is to give a quick guide on how to create and use Reports.

For full documentation please see official documentation about System 800xA.

Note: This document requires basic knowledge how to use the System 800xA.

If you have any comments or suggestions, please contact me via E-mail [email protected] or by phone +138 106 78896

2 Revision History

5.2.0, Updated to latest versions

3 Required Software and Hardware

3.1 Software

Operating System Windows XP Professional

Service Pack Service Pack 2

System 800xA Version 5.0

Service Pack 2

Revision

Rollups

3rd party Software MS Office 2007 - Excel

3.2 Hardware

I will use soft controller instead of real controller PM8xx and S800 I/O modules.

4 Preparation

4.1 Installation of the necessary components

If you use the System Installer, all necessary components should be installed. If not you manually need to install

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3(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Inform IT – Scheduler

Inform IT – Data Direct

4.1.1 Addition of the Scheduler System Extension

You also need to make sure that you have loaded the Scheduler in the System Extension Dialogue

4.2 Setup Excel

4.2.1 Check the Data Direct add-in in Excel

You need to have the Data Direct add-in added to Excel.

Check the menu. If you are missing Inform IT the Excel add-in is not loaded

Select the Tools-Add-Ins

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4(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Select Add-Ins and click on Go

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5(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Click Browse and go to the Inform IT Bin Directory (Program Files\ABB Industrial IT\Inform IT\DataDirect\Bin)and select the Add-in

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6(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

You should now have the Data-Direct Add-in

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7(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

4.3 Check the Security Settings for the Macros

You need to set the Macro Security to Low, perform following procedure if you are using Microsoft Excel in Office Professional 2003.

If you are using Microsoft Excel 2007, please perform following procedure:

Start Microsoft Excel, click the Office button in the upper left corner, and click Excel Option to open the dialog

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8(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Click Trust Center in the left pane of the Excel Option dialog and open Trust Center Setting:

Select Marco Setting in the left pane of the Trust Center and select Disable all Macros Except Digitally Signed Macros in the right pane of the Trust Center, then click OK.

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9(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5 Hands-on

5.1 Create a sample Application

We would like to have two variables to log

Create a Library with a Counter_FB as below

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10(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

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11(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Continue to create an application as below

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12(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

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13(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.2 Create a log

5.2.1.1 History Source

Make sure that you have a History Source on the Control Network. If not create one and configure it

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14(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.2.1.2 Create a log for Counter01 and Counter02

The next step is to create a log on the Counters

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15(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Configure the log by adding a Property Log

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16(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Select the Log Template

And repeat for Counter01.

5.3 Ad-hoc report

5.3.1.1 History data

We want to make an ad-hoc report of the Counter02 value in the log.

Open Excel and select IIT History Values

Browse to Counter02

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17(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

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18(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

And select the Log OPC_5s_5h.

This could be the result. Note: If you do not have any data you will get “No Data” in the cells

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19(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.3.1.2 Alarm and Event

You can do a similar ad-hoc report with Alarms and Events (The filter of my Alarm & Event List was set to Common System Event List

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20(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

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21(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.3.1.3 Process Value

You can also get Process Values

Browse to the Tag you want to retrieve

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22(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.4 Scheduling of reports

5.4.1.1 Create a Scheduler Service

To run the reports you need to have a Service (an engine) to run them. This is done by a Scheduler Service.

The Scheduler Service should be automatically created, but if not create the Service yourself. Check in the Service Structure if you have a Service Group below the Scheduler Service. If not go to the Service Structure and Create a New Object on the Scheduler Service

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23(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

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24(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Continue to create a Provider

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25(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Select the PC in the Service Provider and the result:

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

The main structure for scheduling of reports is the Schedule Structure.

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27(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.4.1.2 Save a report template locally

There are some pre-defined Report Templates you can use in the Scheduling Structure.

We want to use the Hourly Log. De-attach the report by selecting Configuration View and click Save Copy to save it to the local disc. Select the directory of your choice

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28(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

You can open the Excel Sheet and take a look at the Template.

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29(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.4.1.3 Create Job Description

The next step is to create a Job Description for the Report. This Job Description is the place holder for the Report and Aspect defining the Report

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30(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

5.4.1.4 Add an Action Aspect

The Action Aspect defines the Report Template to be used in the Report, what variables to transfer to the report and where to store the finished report

Add an Action Aspect to the Job Description

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Select Report Action as the Action

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32(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

The next step is to configure the Action Aspect

Select to generate System Events (this will generate a System Event Every time a report is started and finished.

Select the Report Template that we de-attached earlier in this document as the Report Template. The report template can also come from a File Viewer Aspect.

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33(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

The next step is to insert Report Parameters. They are like variables to the Report and define for example what tags to show in the report, the Plant Name and the Report Title. You will later see a list of available Report Parameters.

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34(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

In this example we want to add the following Report Parameters

Tag01 = Counter01:Function Block (The tag name of Tag01)

Tag01Property=Counter (The value property of Tag01)

Tag02 = Counter02:Function Block (The tag name of Tag02)

Tag02Property=Counter (The value property of Tag02)

EUAtom=EngUnit(The Engineering Unit of Tag)

ReportTitle=PSI Report (The name of the Report)

PlantName=PSIDemo (The name of the Plant)

The Counter02:Function Block, refers to a Function Block with the name Counter02 and Function Block Aspect (in the Control Builder)

Each Parameter will pass its value from System 800xA to Excel for reporting.

Below is an example of how to add Report Parameters

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35(41) Doc. no. Rev. ind. 5.2.0 Date 081216

Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Click Add to add a Report Parameter as defined above. (Note the Screen Dump below does not reflect the Parameter above). If you have a Tag that does not have a unique name, please add the complete path to the name.

Example Path Root/Intranet/PSI Control Network No1/psidemo/Applications/BasicDemo/Programs/Reports/R_Trace02:Function Block

You need to specify the exact path of your Tag if there are parameters with the same name.

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

In my hands-on demo, I will add Counter01 and Counter02 to my Parameter List like this:

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

The result

Continue to add all the Parameters above.

You should select a directory to store the Reports. I created a new directory in the root and then shared it.

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Add <TimeStamp> to get the time attached to the report.

5.5 Schedule the report

Go to the Schedule Definition Aspect.

Select Cyclic Schedule

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

Set the interval time

Select the Scheduler Service (the one that we created before)

And press Apply.

You can run the report on demand by clicking Run Now.

You can see the status of the job in the Scheduler Structure

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

You can also follow the Job Log.

A completed report

You can also see the Report in the Report Directory

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Control Systems and Products – RAC Asia This is not an official manual. This document is based on System 800xA Manuals with some additions.

For official documentation please refer to System 800xA DVDs

An example of a completed report (note the names are not the same as in this example)