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ProcessBook

PI ProcessBook 2014▼
 * PI ProcessBook 2015 R3
 * PI ProcessBook 2015 R2
 * PI ProcessBook 2015
 * PI ProcessBook 2014✓
 * PI ProcessBook 2012

PI ProcessBook 2014


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PI ProcessBook 2014
Introduction
* What's new in PI ProcessBook 2014

PI ProcessBook essentials
* What can you view with PI ProcessBook
* Start PI ProcessBook
  * Servers and connections
    * Connect to a PI Server
      * PI Server security
    * Network errors
    * Displays and connection failure
    * Node identifiers for multiple PI Servers
  * Workspace
    * ProcessBook (.piw)
    * Display
    * Create a new ProcessBook or display
  * Run mode and Build mode
* Add-ins
  * Load add-ins
* Menus and toolbars
  * Command menus
  * Customize toolbars
  * Toolbar buttons
    * Add buttons to toolbars
* Browser toolbar
  * Browse ProcessBooks and displays
  * View browsing history
  * Set a Home Page
  * Bookmarks and browser history
    * Bookmarks tab
    * History tab
    * Add or edit bookmarks
* Keyboard shortcuts
  * Assign a keyboard shortcut
  * Remove a keyboard shortcut
* Preference settings
  * General preferences
  * Table of Contents preferences
  * Display Window preferences
  * Trend preferences
  * Trend Elements preferences
* Print
  * Page Setup for printing
  * Print Preview
  * Set up printer
* Change the language used for PI ProcessBook
* About PI ProcessBook

Work with a ProcessBook
* Basic steps to build a ProcessBook
* Create a new ProcessBook
* Add ProcessBook entries
  * Create a text or display entry
  * Linked display entry
    * Create a linked display entry
  * Linked ProcessBook entries
    * Move linked entries
  * Operating system command entry
    * Create an operating system command entry
    * Working directory for operating system commands
* Arrange ProcessBook entries
  * Book View
    * Turn pages in Book View
    * Resize a ProcessBook
    * Entries in Book View
      * Change the name of an entry in Book View
      * Change the level of an entry in Book View
  * Outline View
    * Collapse or expand Outline View
    * Rearrange entries in Outline View
    * Change the name of an entry in Outline View
    * Change the level of an entry in Outline View
  * Copy and paste an entry
  * Remove an entry
  * Save and close a ProcessBook
* Open an existing ProcessBook
  * Work with multiple ProcessBooks
* Properties
  * Summary information in ProcessBook
  * PI ProcessBook file properties
    * Modify a ProcessBook title
  * PI ProcessBook display properties
* Import files to a ProcessBook
* File sharing capability
* Moving a ProcessBook to another PC

Work with a display
* Overview of display elements
  * Static symbols
  * Dynamic symbols
  * Buttons
  * OLE objects
* Manage displays and independent display files
  * Open a display
    * Open several displays at one time
    * Manage multiple open displays
    * Open independent display files
  * Zoom display size
  * Use Full Screen mode
  * Search for a display
  * Reduce a display to an icon to save space
  * Save a display
  * Display Settings window
  * Display scrolling properties
  * Status bar indicators
* Drawing tools
  * Organizing symbols
  * Drawing area
  * Drawing grid
    * Set grid size and grid snap
* Formatting
  * Editable formatting attributes
  * Set font
  * Set line color
  * Set fill color
  * Set background color
  * Set line weight
  * Set line style
  * Set line ends
  * Set formatting paintbrush
* ToolTip Statistics window
* Time Range and Playback toolbar
  * Scroll Options window
  * Scroll period
    * Scroll period constraints
    * Scroll period time format
    * Change the scroll period
  * Display range
    * Change the display range
    * Change Display Range window
    * Move the display range during playback
* Time Range toolbar
  * Revert time range
  * Change the time range
    * Relative time
    * Absolute time
    * Combined time scales
  * Use the scrolling time range
  * Use time forward and back buttons
    * Run mode pointer
  * Set time range for future trends
* Layers within displays
  * Create layers
  * Assign symbols to layers
  * Layers and composite symbols
  * Active Layers status bar
* Migrating displays to another PI Server
* AF Modeler and AF Display Builder displays
  * Disable the AF Display Builder add-in

Symbols in a PI ProcessBook display
* Trends
  * Create a trend
    * Build a trend with multiple plots
    * Move a plot
    * Delete a plot within a trend
    * Using logarithmic scales in trends
  * Edit a trend
  * Define Trend window
    * Display Format tab
    * Trace Format tab
    * Layout tab
  * Configure Trend Scale
  * Trend analysis tools
    * Drag Zoom
    * Reduce or enlarge a trend time range
    * Expand a trend
    * Trend cursor
      * Add a trend cursor
      * Remove a trend cursor
  * Change time range
  * How trends refresh
  * Trend appearance
    * Grid lines and labels
      * Grid lines
      * Grid line labels
    * Value scale grid lines
      * Autorange scale
      * Database scale
      * Logarithmic scale
      * Manually defined scale
    * Single and multiple scales for the vertical axis
    * Time scale grid lines
    * Traces
      * Hide traces
    * Markers
      * Actual data markers
      * Trace markers
      * X markers
  * Ad hoc trends
    * Create an ad hoc trend
    * Save an ad hoc trend display
  * OpenVMS trends and graphics
    * Convert OpenVMS trends
    * Convert OpenVMS graphics
  * Add AF attributes to trends
* XYPlots
  * Draw an XYPlot
    * General tab
      * Configure pairings
      * Scale Box
        * Table of format values
      * Plot time
      * Add a data set to an XYPlot
      * Element search symbol
    * Display Format tab
    * Plot Format tab
    * Ad hoc XYPlots
    * View XYPlot or SQC symbol statistics
  * Linear regression by least squares
  * Correlation coefficient
  * Interpreting an XYPlot
  * Zoom and Revert functions
    * Enlarge the whole plot to fill the display window
    * Enlarge a small area of the plot
    * Revert
  * Change time range feature
  * XYPlot cursors
    * Move the XYCursor from point to point
  * Bad status indicators
  * Out of range indicators
  * Too many points
  * Examples of XYPlots
    * Example 1: Create an XYPlot on a display in PI ProcessBook to compare
      values for two PI tags
    * Example 2: Compare different tags to help optimize equipment performance
    * Example 3: Lab comparisons
    * Example 4: Comparing a batch run to a standard
    * Example 5: Comparing two time ranges
* Additional dynamic symbols
  * Values
    * Add a dynamic value
  * Button
    * Add a button
  * Bars
    * Add a dynamic bar
    * Bar scales
      * Defaults
      * Compatibility
      * Tick marks
      * Format appearance
* Multi-state symbols
  * Create dynamic multi-state symbols
* Static symbols
  * Text symbol
    * Add text to a display
    * Edit a text box
    * Move a text block
  * Line symbol
    * Draw a line
  * Rectangle, square, arc, ellipse, and circle symbols
    * Draw a rectangle, square, arc, ellipse, or circle
  * Polygon symbol
    * Draw a polygon
  * Polyline symbol
    * Draw a polyline
  * Graphic symbol
    * Add a graphic
  * Symbol Library
    * Add an image from the Symbol Library
      * Configure Symbol Library options
    * Symbol Properties

Work with symbols
* Details and annotations
  * Details window
    * Open Details window
  * PI annotations maintenance
    * Add annotations
* Data Favorites add-in
  * Select a default symbol for data favorites
  * Search for data favorites
  * Favorites panel
    * Use favorites
    * Import or export data favorites
    * Drag data between PI ProcessBook and other applications
* Select and move a symbol
* Select multiple symbols
* Rotate a symbol
* Flip a symbol
* Delete a symbol
* Stacking order
  * Move a symbol forward or backward in the stack
* Align multiple symbols
* Connectors
  * Connect symbols
  * Connection points
    * Add connection points
    * Disconnect a connection point
    * Delete connection points
    * Move connection points
    * Determine the identifying number of a connection point
  * Attach a symbol to a connector
    * Attach a symbol as an adjunct to another symbol
  * Connectors window
    * Configure the flow of a connector
    * Configure attachments to a connector
      * Connect two symbols
  * Detect connections and attachments
  * Reroute a connector path
* Item Definition button
  * Display or change item definition
* Status report for dynamic symbols
* Status flags for data
* Create composite symbols
  * Group, ungroup, or regroup symbols
  * Modify composite symbols
* Analyze symbols in PI Coresight
* AF-based symbols
  * Connect to a PI AF database
  * Assign symbols to AF element templates
  * Assign symbols to AF elements
  * Verify AF-based symbol assignment
  * Build displays with AF-based symbols
    * Assign display elements to symbols
  * Find AF elements and attributes in displays
  * Element Relative Display (ERD)
    * Add element relative data to a dynamic symbol
    * PI AF context path
    * Change PI AF element context

PI System data
  About PI data
  * PI tags (PI points)
  * PI AF assets
  * PI AF attributes
  * Time series data
  * Calculated data
  * Contextual data

  PI time
  * PI time abbreviations
  * PI time expressions
  * Time-stamp specification
  * Time-interval specification

* PI tags (PI points)
  * PI Server
  * Updates to PI data
  * PI Tag Search window
  * View PI point attributes
    * PI point attributes
  * PI Server data types
* Data sets
  * PI Calculation data sets
    * Create a PI Calculation data set
    * Intervals and time value
    * Plot a moving average in a trend
  * ODBC data sets
    * Create an ODBC data set
  * Custom data sets
  * Placeholders
    * Processing of placeholder queries
    * Designing placeholder queries
    * Add or edit placeholders
  * Verify a data set is in use
  * Data set details
  * Add a data set to a trend
  * Time intervals for plotting tags and data sets
  * Refresh a trend containing a data set
  * Add data sets to bars or values in a display
  * Run PI ProcessBook when data sets are included
  * Edit a data set
  * Delete a data set
  * Copy a data set to another ProcessBook
  * Loading custom data sets
  * Configure a symbol with an AF attribute
  * Configure the AF2
* ODBC
  * ODBC Driver Manager
  * ODBC drivers
  * ODBC data sources
  * ODBC data access
  * Open ODBC Data Source Administrator
  * Prepare for ODBC
  * Configure the ODBC data source
  * Use MS Query to build data sets
  * Assumptions about time stamps and data sets
  * Stored procedures in queries
  * Troubleshoot ODBC data sets
  * Trace ODBC calls
    * Initiate call tracing
  * Delete an ODBC driver
  * Delete an ODBC data source
  * Edit an ODBC data source
* AF elements
  * View AF element properties
  * Configure display settings in AF Browser
  * Toggle panes for AF elements in PI ProcessBook

PI Notifications in PI ProcessBook
* Start PI Notifications
* Notifications window in PI ProcessBook
  * Receive notifications
  * Filter notifications
  * Open displays associated with a notification
  * Work with notifications
* Contacts window
  * Open Contacts window
  * Notification Contacts panel
  * MS Office Communicator Contacts panel
    * Filter Microsoft Office Communicator contacts
  * Work with contacts
    * Send an instant message to a contact
    * Send email to a contact
    * Sort contacts
    * View contact information
  * Contacts presence

Embedding and Linking
* Overview of Microsoft OLE compound documents
* OLE Automation in PI ProcessBook
* Embedded objects
  * Embed in PI ProcessBook
    * Embed an existing file in a display
    * Embed a new file in a display
  * Edit the contents of an embedded object
  * Share ProcessBook displays with other applications
    * Embed an existing display in another OLE application
    * Embed a new display in another OLE application
* Linked objects
  * Link a file to a display
  * Dynamic and manual updates of a linked object
  * Edit, update, or break links
  * How links are stored
  * Select a new source link
  * Edit the contents of a linked object
  * Link a ProcessBook to another application
* Should you link or embed?
  * Example of embedded and linked objects in a ProcessBook display
* Add an Active X control
* Work with OLE objects
  * Icons versus graphics
    * Convert graphic representations to icons
  * Windows drag and drop
  * Edit the appearance of an OLE object
  * Commands that ignore OLE objects
  * Placement of OLE objects
  * OLE object colors
  * Edit contents of OLE objects
  * Delete an OLE object from a display
  * OLE container or server

Visual Basic for Applications in PI ProcessBook
* VBA commands
* ActiveX Automation
* What you can do with ActiveX Automation in PI ProcessBook
* Automation vocabulary

System administrator notes
* Installation
  * System requirements
  * 64-bit operating systems
  * Upgrade from a previous version of PI ProcessBook
  * Compatibility with other PI System client products
  * Silent installation
  * Installation test
  * Installed files
* Configuration settings for high availability
  * Recommended setting for connection preference
* MDB to PI AF migration
  * Module Relative Display Add-in
  * Considerations for multiple versions of PI Server or PI ProcessBook
  * Matrix of display behavior
  * Migrate a Module Relative Display (MRD) to an Element Relative Display (ERD)
* Default settings for the Playback toolbar
* DEP security
* Read and write data access for users
* Machine address
* PROCBOOK.INI
  * Startup section
    * Startup example
  * ProcessBook View section
  * Conversion section
  * Data Manager section
  * Trend Definition section
  * Colors section
  * Time Range Scroll section
  * ProcessBook Level section
  * Display Colors section
  * XYPlot Definition section
  * View-only mode
  * Macro protection
  * INI security
* IMPPIGP.INI
* SETUPProcessBook.LOG

Troubleshooting tips
* Display cannot find data
* Trend cursor does not appear
* Trend legend does not appear
* Cannot change or save a display
* Is an XYPlot updating?
* Is an OLE object in a display linked or embedded?
* Linked object data is not updating
* Missing ODBC trace
* Missing ODBC data sources


 

Visual Basic for Applications in PI ProcessBook
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OSIsoft licenses Visual Basic for Applications (VBA) from Microsoft in order to
provide an integrated development environment. This is the same VBA that is used
in Microsoft Office, Visio, AutoCAD, Great Plains Dynamics, and many other
applications.

In PI ProcessBook, each display has a VBA project associated with it. You can
write scripts that execute in response to events in PI ProcessBook, either from
user actions or data updates. Also use VBA to automate routine tasks or to cause
changes in a display when data changes.

The Visual Basic toolbar includes three command buttons: Visual Basic Editor,
Run Macro, and Design Mode.

Use of VBA in PI ProcessBook is documented in the VBA language reference. Click
Help > PI ProcessBook VBA Language Reference to open this reference guide. You
can find existing custom VBA scripts, and other related resources available at
the OSIsoft vCampus Web site.




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