Fundamental PI Instruction Manual

Using PI to Track and Trend Data

Abstract

The purpose of this manual is to provide fundamental knowledge on how to use PI ProcessBook and various features of PI. Some features of Microsoft Excel pertaining to PI are also covered to provide ease of access and additional utilization. The features of PI covered in this manual include: activating PI DataLink in Excel, adding PI tags and values to Excel, creating new displays in PI, and trending data in PI ProcessBook.

Revision

Revision	Authors	Date Revised
Rev.0	Stephanie Marshall, Amy Feng, Paul Hagadone, Daniel LaForest	February 24, 2015

Table of Contents

PI-1.0: Set up PI Datalink Add-Ins in Excel	Page 1

PI-1.1: Add PI Tags to Excel	Page 3

PI-1.2: Get PI Data in Excel over a Time Range	Page 4

PI-1.3: Import PI Values to Excel	Page 5

PI-1.4: Refreshing PI Data in Excel	Page 6

PI-2.0: Create New ProcessBook in PI	Page 7

PI-2.1: Build Equipment in PI ProcessBook	Page 8

PI-2.2: Add Values to PI ProcessBook	Page 10

PI-2.3: Trend Data in PI ProcessBook	Page 12

PI-2.4: Trend Tags on an Existing PI ProcessBook	Page 14

The following sections were added in May, 2015:

PI-2.5: Creating a new tour in PI Manual Logger

PI-2.6: Adding a new PI tag to an existing Manual Logger tour

PI-2.7: Linking to the AF Database through PIDataLink

PI-2.8: Using PI System Explorer to Create New Event Frames

PI-1.0: Set up PI Datalink Add-Ins in Excel

Program: Excel
Procedure: Click on “Options” Click on “Add-Ins” from the left panel
Select “COM Add-ins” Click “GO”

Check the “PI DataLink” checkbox Click “OK”

PI-1.1: Add PI Tags to Excel

Screen: Excel
Procedure:
Click “OK” The tag will show up in the highlighted cell Tips: Can search both numbers or letters separately, just add “*” to the beginning (i.e. “*T*15*”) to narrow search results if you know what you are searching for

PI-1.2: Get PI Data in Excel over a Time Range

Screen: Excel
Procedure:

PI-1.3: Import PI Values to Excel

Screen: Excel
Procedure: Select “Data Item”
Input/Select the desired PI tags
Input/Select the start time in the tag
Input/Select the end time in the tag Tips: Can drag more than one tag at a time to the field, by selecting more than one cell
Input/Select the desired frequency that Excel exports data Tips: Time Interval: 1m = 1 minute, 1s = 1 second, 1d = 1 day, 1M = 1 month
Select the desired cell to output Click “OK” The values will be displayed
PI-1.4: Refreshing PI Data in Excel Screen: Excel Procedure: Click F9 Wait for Excel to refresh

PI-2.0: Create New ProcessBook in PI

Screen: PI ProcessBook
Procedure: Click on “New” Select “ProcessBook Entry” Click “OK”
Fill in the “Label” field Select “Display” in the Type field Tips: Display – Graphic display Text – Information Only, no live data Link/ OS Command – Link provide link feature to shared users, OS is for use in external program
Click “OK” A new process book created will be displayed Tips: 1 – original ProcessBook 2 – Sub-ProcessBook, break down of the original PorceeBook

PI-2.1: Build Equipment in PI ProcessBook

Screen: PI ProcessBook
Procedure:
Click on the “Symbol Library” icon on the toolbar Drag a box on the display screen The symbol library window will be displayed Tips: The size of the box a user drag will be the size of the equipment once selected To resize the equipment, switch the mode “Run” to “Build”, by selecting the “Build” icon from the toolbar User can use either “Run” or “Build” mode to continue building the ProcessBook
Select a category from the Category list Choose a symbol icon from the selected category Click “OK
For example, to create a chemical processing tower

PI-2.2: Add Values to PI ProcessBook

Screen: PI ProcessBook
Procedure: Click on the “Value” icon from the toolbar Drag next to or on the equipment A Define Value window will be displayed
Enter the tag name if known Otherwise, click “Tag Search” to choose a tag Choose General for the “Number” field under the “Format” section Check “Show Units” checkbox Click “OK” Tips: Tag - tag description number on display Time stamp – time stamp reading for the tag on display
For example, to search for the “D-100 Temp @ 4/5th Ht.” tag
Click on the “Connector” icon Click on the first equipment and drag the connector to the next equipment in the process

PI-2.3: Trend Data in PI ProcessBook

Screen: PI ProcessBook
Procedure: Click on the “Trend” icon from the toolbar Drag onto the display screen A Define Trend window will be displayed
Enter the tag name if known Otherwise, click “Tag Search” to choose a tag Click “OK”
For example, to search for the “D-100 Temp @ 4/5th Ht.” tag and the “Reflux Flow” tag
Tips: Arrows below the grind lines can be used to filter historical time stamp In “Run” mode, hover over the trend line, a pop up window will be displayed with the tag values, time stamp, and set points

PI-2.4: Trend Tags on an Existing PI ProcessBook

Screen: PI ProcessBook
Procedure: Click on an existing tag The tag will be highlighted with a red box Tips: To trend multiple tags at once, hold the “control” key and click on the desired tags
Click on the “Trend Display” icon from the toolbar A trend window will be displayed Tips: If the data does not display over the same range, click on the y-axis to create multiple scales, a Trend Scale window will be displayed
Choose “Multiple Scale” from the Scale section Click “OK”
For example, create trend for the Temperature tag from TIC-150, and Output tag from TIC-163

PI-2.5: Creating a new tour in PI Manual Logger

*When creating a new tour, it is assumed that all desired data to be recorded already have corresponding PI tags in the PI Data Archive

Procedure:

Starting PI Manual Logger

File path as follows:

Start Menu>Programs>PI system>PI Manual Logger folder>PI Manual Logger

Username: piml

Password: piml

Select Manage Tours>New Tour (Keyboard shortcut: ALT+F5)

Click the next button

Enter the tour name (Description is optional and may be later edited)

Click the next button

In “Full Permission Group” select PIMLADMINS

In “Data Entry Only Group” select Operators

Click the next button

Click Add

In Tag Mask field, enter either:

A single asterisk (i.e. *) and then scroll through the search results to find the desired tag

OR enter the loop number of the tag surrounded by two asterisks (i.e. for tag FQI209, enter *209*), easiest ways to search but you can directly enter the tag name as well

All tags for the tour can be selected at one time initially or tags can be manually added into tours later (see PI-2.6)

Once all tags are selected click Select All and then OK

Click the next button

Click Finish

PI-2.6: Adding a new PI tag to an existing Manual Logger tour

Procedure:

Start PI Manual Logger as outlined in PI-2.5

At the Manual Logger Start menu, select Manage Tours

Select the tour you would like to edit by double clicking on the tour name

Select Add New PI Tags at the bottom of the window

In Tag Mask field, enter either:

A single asterisk (i.e. *) and then scroll through the search results to find the desired tag

OR enter the loop number of the tag surrounded by two asterisks (i.e. for tag FQI209, enter *209*), easiest ways to search but you can directly enter the tag name as well

Select the tag and click OK

To add the comment tag associated with the desired PI Tag, select Set under the comment window and add the comment tag in the form “Tag name_comment)

Click the save icon at the bottom of the window

To edit the order of the inputs, use the up and down arrows in the Tag List View window on the bottom right side

To access the tours after closing PI Manual Logger, go to the following URL on one of the PSCC computers:

http://steam.we.mtu.edu/piml.web

Username: uolab-pi\manuallogger (IS NOT case sensitive)

Password: PIservice1 (IS case sensitive)

To add data, select your desired tour and click New Tour Run

When adding data, be sure to set the timestamp to the correct date and time that correlates to when the data was collected on the run day

Any comments left in the comments box can later be pulled into excel using the comments tag just like the PI Tags

Only need to press save after the last input has been added, not after each input

PI-2.7: Linking to the AF Database through PIDataLink

Step 1: After opening excel, select the PI Datalink Tab.

Step 2: From the PI Datalink tab, select “Settings”.

Step 3: From the Settings menu that pops up, select “Connection Manager”

Step 4: Select the AF server from the menu that pops up, and then click on “Connect”.

Step 5: Log in to the Server using User Name: AFbuilder1 and Password: PIsystem1.

Step 6: When exploring or comparing events, specify database \\steam.we.mtu.edu/uolab-afdb.

The system should now be properly configured to search and call information regarding event frames.

PI-2.8: Using PI System Explorer to Create New Event Frames

Step 1: Launch PI System Explorer from the Windows menu.

Step 2: Log in with User Name: AFbuilder1 and Password: PIsystem1.

This should be the default window that opens when PI System Explorer Opens.

Step 3: Select “PDMS Reactor” from the Process Model header in the menu on the far left of the window.

Step 4: Select the Attributes tab. From here you view or modify existing attributes, as well as create new ones for the system.

Step 5: Once all relevant attributes have been defined, proceed to the Analyses tab.

Step 6: From this tab you can create new phases for the process by specifying start and end triggers based on the values of the attributes defined earlier.

For more help with PI System Explorer or creating Event Frames, you may find online tutorials from OSIsoft at: https://www.youtube.com/channel/UC333r4jIeHaY-rGgMjON54g