phd 300- honeywell training course

PHD R300 Training

By

Dr. Amr Arafa

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Process History Database

Introduction

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The Role of PHD

• The role of PHD is to:

- Integrate all real-time process and process-related data.

- Provide a consistent and common base of process and process-related information to applications.

- Manage the archiving of process data.

- Provide a single controlled interface to DCS and SCADA systems.

- Provide process calculation and trending capabilities.

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PHD System computers Supported Operating Systems: - Server (SQL Server 2008 & PHD Server)

Windows 2003 (x86) Windows 2003 (x64)

Windows 2003 R2 (x86) Windows 2003 R2 (x64)

Windows 2008 (x86) Windows 2008 (x64)

Including both Standard and Enterprise versions - Client (PHD Configuration Tool, Uniformance System Console and the R300 .NET API) Windows XP Professional (x86) Windows Vista Business (x86 & x64) Windows 2003 (x86) Windows 2003 (x64)

Windows 2003 R2 (x86) Windows 2003 R2 (x64)

Windows 2008 (x86) Windows 2008 (x64)

Including both Standard and Enterprise versions

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Basic PHD Components

• PHD collects, integrates and maintains a history of real-time continuous and discrete production data, process performance data, and process-related data.

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Basic PHD Components

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System Components and Data Flow

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Data Processing : Confidence Factor

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Intelligent Data Retrieval

• PHD provides application programs with built-in data manipulations and calculations, thus simplifying application development and maintenance.

- Data Reduction Calculations

- Automatic Missing Data Interpolation and Extrapolation

- Automatic Engineering Unit Conversions

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Intelligent Data Retrieval : Automatic Engineering Unit Conversions

• When an application program requests data from PHD, it is possible to specify the units it requires.

• PHD converts the units from those stored with the tag into the requested units, eliminating having to build conversion functions into the various user tools and applications.

• A tag can be defined with any unit code, but is convertible by PHD only if it makes use of PHD base units (standard or user-configured).

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USC •Built as a Microsoft Management Console add-in. •Makes connection to the PHDStart service which then transfers the communication over to the other PHD services in review. •The functionality provides access to any PHD component system in the environment using either trusted or non-trusted access connections. When trusted the account the user is logged in with to the computer is passed over to the PHD service for connection authentication. When non-trusted the user must enter a user account that can be validated by the remote PHD system.

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PCT •While it is based upon Honeywell‟s Common Desktop Framework the tool accesses the SQL Server databases PHDCFG and PHDAPP for storage of any configuration performed. •When installed the default expectation is the person utilizing the tool will be logged on to the local computer with an account that can be authenticated as a member of the Product Administrators or Local Engineers upon the computer where the SQL Server databases are hosted.

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Uniformance PHD Client Component

• Process Studio

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Uniformance PHD Client Component

• IE Plugin

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PHD Server Follow up steps

During installation the following Local Account groups are created: Local Operators, Local Engineers, Product Administrators.

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Lesson Topic - PHD Server now installed

These icons appear on the desktop for every server where

PHD Server services are

installed.

Further customization is configured in the PHD Configuration Tool and Uniformance System Console.

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Process History Database

Real-Time Data Interface Management

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RDI Configuration Overview

• The three major steps for configuration of an RDI are:

- Enter configuration data into the Interfaces in PCT.

- Run the configuration utility and execute its Save RDI/Link Configuration command.

- Cold start PHD.

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RDI Configuration Overview

• Interfaces (RDI‟ and Links) form is used to configure RDI‟s

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RDI Configuration Overview – Experion Link

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RDI Configuration Overview - Shadow RDI

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RDI Configuration utility

• From the Start menu, open the PHD RDI Configuration utility (RDISetup.exe).

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PHD RDI Configuration utility, continued

• Configure the Miscellaneous parameters as necessary, then select File>Save RDI/Link Configuration.

Adds to PHD

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PHD RDI Configuration utility – Save configuration

•Save RDI Configuration form

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Start PHD Cold

• Cold Start PHD using following command.

- PHDCTL Start Cold

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RDM

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•Redirection Manager (RDM) is required on the PHD Server if the PHD Experion Link is

to connect to a redundant pair of Experion Servers.

•In such a case, the PHD Experion Link is configured to connect to Redirection

Manager instead of the Experion OPC HDA server.

•RDM forwards requests to the active Experion Server of a configured redundant pair.

Redirection occurs whenever a failure is detected in the active Experion Server.

•RDM blocks all OPC calls until after the failover completes or after a user-configured

timeout.

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Process History Database

Tag Configuration

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PHD Terminology

• Tag

- Point. parameter

- TIC100.PV, TIC100.SP

• Attribute

- Parameter in Source System

• Parent Tag (template)

- Point Class

- Used for simplification of initial configuration and ongoing maintenance through dynamic inheritance.

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PHD Tag Definitions

• All PHD Data is referenced by tag name. Tag Ids (numbers) are used internally. Tag Ids cannot be reused.

• History is associated with the Tag Id. (When a tag is deleted from Sql Server, the Tag Id will not be reused.)

• Tag names can be the same as those used on the source system, or they can be different.

• Tag names can include a prefix and/or suffix - Ex. BB.F131.PV

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PHD Tag Definitions

• Tags are classified into 5 groups:

- Parent Tags – templates which can be used when creating one of the other four classes of tags.

- Collected Tags – tags which store data collected from PHD interfaces.

- Manual Input Tags – tags which store data that is manually entered by a user.

- Virtual Tags – tags which provide data that is calculated based on collected tag values, manual input tag values and/or other virtual tag values.

- Stored Virtual Tags – tags which provide calculated data based on collected tag values, manual input tag values and/or other virtual tag values. This calculated data is then stored in the history archive.

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Class Tags and Inheritance (templates)

• In general terms, class tags should be defined for each set of tags having similar data processing requirements. Many children per parent. No software limit to the number of levels, but Honeywell recommends no more than three; otherwise, it gets too complicated.

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Class Tags and Inheritance

• Each tag's definition specifies what tag attributes are inherited from its

parent. The parent class-tag must be specifically defined for a tag.

• A class-tag may in turn inherit values from another class-tag.

• If a class-tag attribute is modified, any tags that inherit the attribute dynamically inherit the change. This permits the system to be configured with a set of intelligent default tag attributes.

• Initial tag definition as well as ongoing tag maintenance is simplified, as behavior of entire classes of tags can be altered by modification of the parent class-tag.

• On a per tag basis, users can override inherited tag definitions for tags that may have unique requirements within a class.

• You can identify Class tags any way you want. Class tags can identify tag types such as temperatures, orifice flows, set points, or tag usage such as optimization tags.

• If the active flag on a parent tag is enabled, it has no impact other than causing the parent tag to be displayed in Tag Explorer under the Parents folder.

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Tag Configuration Form

• Following options are available to create various new tags.

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Tag Configuration Form

• The Tag Configuration form allows you to enter new tags or modify existing tag configuration information.

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Tag Configuration Form

• Tags can be searched using wild Character „*‟ or using options available in advanced search.

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Tag Configuration Form

• Enable Flag Pane will provide various following options

Allow Data Store - This enables data

storage to Archive files.

Allow Data Edit – This enables to

modify historied data for the tag.

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Tag Configuration Form

• Collection Pane provides various options related to RDI‟s & source tags.

RDI/Link Collector – Name of

RDI which is collection values

Source System – This will

provide the name of source

system.

Source Tag Name – The name

of tag in source system

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Tag Configuration Form

• The Storage Pane allows to optimize data storing function using Compression/Quantum

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Tag Configuration Form

• The Advanced Configuration is for specifying ways to optimizes data storing functions of PHD.

Data Elimination Compression

Storage Format Compression

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Tag Configuration Form

• After creating new tags or modifying the existing tags, click on “Send Tag Def to PHD” button to upload the changes to PHD Server.

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Process History Database

Uniformance System Console

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What is USC ?

• This tool is a graphic replacement for PHDMAN – however far greater functionality than was available through PHDMAN is provided in USC.

• The tool provides access to all PHD Server services, their settings and ability to control the system remotely from the physical computer.

• Appropriate access privileges are required to control system and alter configuration settings.

• USC provides the ability to connect via the PHDStart service upon every computer where PHD Services are installed.

• Connections can utilize both trusted (automatically validating the user account logged in with) and untrusted (when the user passes a valid user account that can be validated) connections.

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How to set it up ?

• When first started USC has no information of any systems in the environment.

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How to set it up ?

• To create a connection either right click upon the Uniformance System Console menu or just selecting Define Server.

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How to set it up

• And the ability to enter the desired computer name hosting the PHD Services is opened.

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How to set it up

• Once hostname is entered click upon OK

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How to set it up

• With the computer upon the local domain and being a member of “Product Administrators” or “Local Engineers” select trusted connection

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Services & Access

• And now one can see the beginning of the listed information that can be viewed in USC.

• The ability to remotely start and stop PHD completely or any of the individual services.

• With appropriate privileges using “Task List” the opportunity exists to actually kill a service – caution must be taken as operating system services can be chosen here as well.

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Services & Access

• Starting at the top the DCOM Setting for OPC components can be seen.

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Services & Access

• Ability to chose Event Logs to view.

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Services & Access

• Viewing the data in these as well

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Services & Access

• Even registry settings can be remotely viewed.

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Services & Access

• The ability to configure Uniformance System Monitoring is managed under USC.

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Services & Access

• Ability to view and control PHD upon the remote computer is provided.

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Services & Access

• Interfaces running under RDIServer can be managed

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Services & Access

• Ability to see how RDC is working

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Services & Access

• When right clicking upon one of the PHD Server services and selecting properties.

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Services & Access

• Access to the settings for the selected service are provided

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Process History Database

IE Plugin

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IE Toolbar

• Need to enable the IE toolbar

- right-click on IE toolbar, and select “Uniformance PHD”

- requires IE6 or later

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IE Toolbar

• IE Toolbar

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IE Toolbar - Options Dialog

• The Options menu enables you to connect to the PHD Server and specify the format for the output files.

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IE Toolbar - Get Data Dialog

• The Get Data option is used for conducting data query.

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IE Toolbar - Get Data Dialog

• The result of Get Data is as below :

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IE Toolbar - Tag List Dialog

• The Tag List option is used for viewing the list of Tags.

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IE Toolbar - Tag List Dialog

• The result of Tag List is as below.

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IE Toolbar - Other Useful Commands

• List of RDIs: phd://localhost/RDIList?

• List of Links: phd://localhost/LinkList?

• List of Parent Tags phd://localhost/ParentTagList?

• See help information for more details

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Process History Database

Excel Companion

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Purpose of Excel Companion

• The Excel Companion is an add-in for retrieving PHD data in

Excel Files.

• The add-in provides a drop-down menu and an optional tool

bar from which you can call a dialog box. You use the

dialog box to create a function in a cell that retrieves data.

The dialog box makes building the function call very user

friendly.

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The Excel Companion adds a „Uniformance‟ menu to standard Excel. Using this menu, PHD data, Event data, and LIMS data can be retrieved and placed on a worksheet. Once the data is on the worksheet, Excel functions can be used to analyze the data.

Note:

Visual PHD must be installed to use the Excel Companion.

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Basic Steps: 1. Enter the tagnames for the

history call. (The Tag Explorer can be used to add one or more tagnames to the dialog box.)

2. Use the arrow button to move

the tagnames entry to the Selected Tags list.

3. Select the items you want to be

shown in the results. 4. Select one or more aggregates. 5. Specify an absolute or relative-

based start/end time. 6. Specify the Interval. 7. Select OK.

Use a dialog box to create the history function call in a cell.

1.

3. 2.

4.

5.

6.

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„Get PHD Data‟ Dialog Box

• Use a dialog box to create the history function in a cell.

- Enter the tagnames for the history call.

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„Get PHD Data‟ Dialog Box

• Use the arrow button to move the tagnames entry to the

Selected Tags list.

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„Get PHD Data‟ Dialog Box

• Select the items you want to be shown in the results.

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„Get PHD Data‟ Dialog Box

• Select one or more aggregates.

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„Get PHD Data‟ Dialog Box

• Specify an absolute or relative-based start/end time & interval.

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„Get PHD Data‟ Dialog Box

• Select “OK” to get data in excel

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„Get PHD Data‟ Dialog Box

• The “Advanced” portion of the dialog box allows you to

specify - the output starting cell (contains the function call),

- the output presentation format, and other options.

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Process History Database

PHD Backup Strategy

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Uniformance Backup Overview

• Types of backups:

- PHD Archives

- Sql Server Database

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Backup of PHD Archives

- Shut Down PHD using PHDCTL Stop command

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Backup of PHD Archives

- Take a current backup of [drive:]\program files\Honeywell\Uniformance\ PHDServer directory and its subdirectories (with the exception of the GBLSECT directory) on backup media

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Backup of PHD Archives

- Restart PHD using PHDCTL start cold command.

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Sql Server Database Backups

• There are 2 databases of PHD in Sql Server : PHDAPP & PHDCFG

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Sql Server Database Backups

• Right Click on Database : PHDCFG & go to Tasks & Backup.

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Sql Server Database Backups

• In the Back Up Database details, give the location of backup.

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Sql Server Database Backups

• Once backup is finished, following message appears.

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Sql Server Database Backups

• Repeat the above procedure to backup “PHDAPP” Database.

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Testing of Backup

• Honeywell recommends that backups be tested on a regular basis, by restoring the backup onto an offline system to test the validity of the backup.

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Process History Database

Uniformance Process Studio

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How to organize your favourite tags

• One of the features of Uniformance Process Studio is a workspace in which you can organize all of your tags/items for quick and easy access.

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How to organize your favourite tags

• Create folders.

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How to organize your favourite tags

• Find your tags/items

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How to organize your favourite tags

• Drag/drop tags/items to the workspace/folder

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Trend

• Click Trend to start a new trend window.

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Trend

• Drag/drop tags from a workspace, folder or from the tag/item Browser

• You can add up to 32 tags/items per trend.

Workspace

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Trend

• Hairlines allow you to see the data at specific times. To turn Hairlines on and off, use checkboxes on the menu or use right-click> Display.

Click the checkboxes to

turn on both Hairlines.

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Trend options to support analysis

• Zoom

Drag the mouse to draw a box

where you want to zoom in.

To undo the zoom,

right-click and choose Reset

Zoom.

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Trend options to support analysis

• You can add or eliminate columns from the trend properties table.

Right-click on the table and

select Columns.

Then select the columns

that you want from the list.

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Trend options to support analysis

• You can arrange your windows to suit your needs.

• For this example, open three Trend windows and follow the instructions.

Right-click on a tab and select New

Horizontal Tab Group Right-click on a different tab and

select New Vertical Tab Group

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Trend options to support analysis

• When you initially create a trend, it has a single Y axis. There are several other trend types to choose from.

To switch to a different

trend type, select Type

you want from the menu

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Trend options to support analysis

• Trends: - Single Y, Multiple Y & Strip Chart

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Trend options to support analysis

• Try the following advanced options that are available through the trend‟s right-click menu:

- Offset the time axis – useful to compare two different batch uns.

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Trend options to support analysis

• First, use the right-click menu to configure the Secondary X Axis.

• Then, to show the X axis with the offset, right-click the Trend Properties table, add the Xaxis column, and set a tag/item‟s Xaxis property to Top.)

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Multi-trend

• In addition to Trends, you can build a Multi-trend window to easily view numerous small plots (up to 25).

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Multi-trend

• Click MultiTrend to start a new Multi-trend window.

From the Home tab – click MultiTrend

to launch a new window.

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Multi-trend

•Notice that this top section changes to match whatever you have selected down here.

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Multi-trend

• Click Layout and then select the layout you want.

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Multi-trend

• Drag/drop tags/items onto each plot. Use the same drag/drop method as the full Trend.

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Multi-trend

• Hairlines are available for the Multi-trend.

Turn on Hairlines.

The boxes display the data

values at the Hairline

location.

Drag a Hairline to a new

time and view the data

values in the boxes.

You can also use the slider

on the time control to move

Hairlines.

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Multi-trend

• Use the time control to change the time settings for all of the plots.

• Double-click on any small plot to quickly navigate to a full Trend.

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Table

• The Table in Uniformance Process Studio provides a quick, simple data display.

• It also supports manual data entry/edit through the right-click menu.

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Table

• Click Table to start a new table window.

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Table

• Drag/drop several tags/items onto the table. Use the same drag/drop method as the Trend and multiTrend.

From the Home tab – click Table to launch

a new window.

NOTE: Always return Home to open a

new window.

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Table

• The Standard table type has optional filters on each column.

Select (Custom) to display this

dialog box where you can enter

your own custom filter.

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Table

• You can export values or PHD tag/item configuration to excel.

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Time Control

• The Time Control can be used with Trends, MultiTrends, Tables, and Graphics.

• The Time Control allows you to set time related properties and to automatically play or step through data.

• You can use the time control in relative or absolute time format.

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Workspace

•You can save Trends, MultiTrends, Tables and various other items to a workspace for reuse: - Trends

- Multi-Trends

- Tables

- Tags/Items

- Time Ranges

- Graphics

- External documents

- Web pages

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Workspace

• To save to a workspace

- Close a Table window.

- If you made changes, it asks if you want to save them. Click Yes to save to the workspace.

- Enter a name for the table.

- Result:

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Workspace

• In addition, you can use direct entry, drag/drop, or copy/paste to save to a workspace.

To save to a workspace through direct

entry, right-click on a workspace

folder, choose Add, and then select

what you want to add.

To add to a workspace through drag/drop,

move your mouse in the area below the

tab until a gray border appears. Drag the

gray border to a folder in the workspace.

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Workspace

• Each workspace is saved as an .xml file that can be imported.

• You can email the file or save it to a shared location.

• To save the workspace to a shared location, select Send Workspace To> My Computer and then browse to a local or network share.

• Your colleague can then select Import Workspace and browse to the .xml file in the shared location.

You can have multiple

workspaces available.