iFIX Alarm History Viewer - ipas

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INSTALLATION AND DESCRIPTION
iFIX Alarm History Viewer
Version 1.0
File: Documentation - iFIX Alarm History Viewer - Version 1.0
Revision: 1.0
Date: 01/11/12
i.p.a.s.-systeme
Ingenieurbüro für Prozessautomations- und Softwaresysteme
Inh.: Dipl.-Ing. Bernhard Wurm
An der Landwehr 6
D-60437 Frankfurt am Main
Phone: +49 (0)69 95 04 18 – 0
Fax: +49 (0)69 95 04 18 – 19
mail@ipas-systeme.de
www.ipas-systeme.de
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iFIX Alarm History Viewer (Version 1.0)
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Contents
1
2
3
4
5
Specification of „iFIX Alarm History Viewer“ ............................................................... 3
System requirements.................................................................................................. 3
Installation ................................................................................................................. 4
Licensing .................................................................................................................... 4
Configuration ............................................................................................................. 5
5.1
Configuration of the software ................................................................................................. 5
5.1.1 Defining the size .................................................................................................................. 6
5.1.2 ConnectionString of the SQL-Database ............................................................................... 7
5.2
Configuration of the dynamic columns ................................................................................... 7
5.3
Configuration of coloured expressions ................................................................................... 8
6
Handling of „iFIX Alarm History Viewer“ ..................................................................... 9
6.1
Overview.................................................................................................................................. 9
6.2
Grid ........................................................................................................................................ 10
6.2.1 Grouping ............................................................................................................................ 10
6.2.2 Sorting ............................................................................................................................... 10
6.3
Filtering.................................................................................................................................. 11
6.4
Visibility of columns .............................................................................................................. 11
6.4.1 Hide unneeded columns.................................................................................................... 11
6.4.2 Unhide hidden columns .................................................................................................... 12
6.5
Printing .................................................................................................................................. 13
6.5.1 Printing settings ................................................................................................................. 14
6.6
Export function ...................................................................................................................... 15
6.7
Send displayed data via E-Mail .............................................................................................. 17
6.8
Representations .................................................................................................................... 18
7
8
Help ..........................................................................................................................19
Error Handling ...........................................................................................................19
8.1
Log path ................................................................................................................................. 19
8.2
Log file name ......................................................................................................................... 19
8.2.1 Format ............................................................................................................................... 20
8.3
The error button .................................................................................................................... 20
9 Glossary ....................................................................................................................21
10 Appendix ...................................................................................................................22
10.1 Lists ........................................................................................................................................ 22
10.1.1
List of Figures................................................................................................................. 22
10.1.2
List of Tables .................................................................................................................. 22
10.2 Tables .................................................................................................................................... 23
10.2.1
Abbreviation table ......................................................................................................... 23
10.2.2
Colour table ................................................................................................................... 23
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Specification of „iFIX Alarm History Viewer“
The software “iFIX Alarm History Viewer” is used to display alarms and events that result in
"Proficy iFIX (V4.0 and above) and which are stored in a Microsoft SQL Server database.
“iFIX Alarm History Viewer” can be used in two different types of display modes:
1. As a “normal“ window:
 The menu and all buttons are operable. The operator can resize the window and
choose its position.
2. As a “simplified” window:
 The menu, the buttons and the typical window-header are missing.
The administrator can configure within the configuration file the position and the
size of the window.
„iFIX Alarm History Viewer“ also includes the following options:
 Free selection of the time period.
 Choose the number of displayed alarms and events retrospectively of the current time.
 Automatic data update with a configurable cycle time.
 „Always on Top“-option.
 Print the content shown in the data grid.
 Export data to various formats such as *.xls, *.xlsx, *.pdf, *.html, *.png etc.
 Sorting and grouping the data in the data grid.
 Expressions can be highlighted by a various number of colours.
2
System requirements
For the functionality of “iFIX Alarm History Viewer”, the following software is required:
Software
Microsoft .NET Framework
Version
3.5 SP1
Comments
Software
Proficy iFIX
MS SQL Server
Version
4 and above
2000, 2005, 2008 / 2008
R2 and above
XP, 7 , Server 2003,
Server 2008, Server
2008 R2
Comments
Windows
iFIX Alarm-ODBC Service
X86/x64
You need a correct
configuration of the iFIX
SCU.
Table 1: Software requirements
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iFIX Alarm History Viewer (Version 1.0)
3
Installation
1. Insert the installation CD with the title “iFIX Alarm History Viewer” in the CD drive.
2. You can start the installation by double-clicking the “setup.exe” file, which is located in the
folder “Setup”. A wizard guides you through the installation.
3. After the installation process, the software is installed on your PC.
4. Microsoft .NET Framework 3.5 should be installed on your PC.
Please check if the following path exists:
C:\Windows\Microsoft.NET\Framework\v3.5\
4
Licensing
The software can be used without restrictions for over ten days. After these ten days, you need to
purchase a software license, for further use of “iFIX Alarm History Viewer”.
The following steps will help you with the licensing:
1.
Start „iFIX Alarm History Viewer“.
2.
Following window opens:
Figure 1: Licensing
3.
4.
A requirement for the licensing is the MachineID. In case the MachineID has not been selected,
you need to copy it with a click on the “Copy to clipboard”-button.
Send an E-Mail with the copied MachineID to service@ipas-systeme.de.
We will generate a license file and send it back to you within 24 hours.
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5.
The file, we will send you back, is called “ifixahd.license”.
Figure 2: License file
6.
Please make sure that “iFIX Alarm History Viewer” is closed, before copying the license file to
your installation path.
Save the license file into the installation path of “iFIX Alarm History Viewer”.
Please start “iFIX Alarm History Viewer”. The licensing procedure is complete.
You can use the software now without any time restrictions.
7.
8.
5
Configuration
You have to configure some settings before using “iFIX Alarm History Viewer”.
5.1
Configuration of the software
In the installation path of “iFIX Alarm History Viewer” you will find a XML-file named
“IFixAlarmHistoryViewer.exe.config”, which can be opened via Microsoft Notepad.
You can configure the software settings under the element “<userSettings>”.
Setting Name
SQLDBConnectionstring
TableName
RefreshCycle
TrimColumns
Type
String
String
Int
Bool
PositionX
PositionY
Width
High
Language
Int
Int
Int
Int
String
Description
ConnectionString of the SQL-Database (see chap. 5.1.2).
Tablename of the iFIX alarms.
Data update time in seconds.
This function removes any extra blanks out of the Data-Grid, once it
has been set to “true”. Once TrimColums has been set to “false”,
these blanks will remain. Notice: In the database table, most entries,
including empty cells, have several extra blanks. This can possibly
affect the sorting / grouping in the Data-Grid.
X-position of the grid (“simplified” window mode only).
Y-position of the grid (“simplified” window mode only).
Width of the grid (“simplified” window mode only).
Height of the grid (“simplified” window mode only).
Configure the language of „iFIX Alarm History Viewer“ by using
„de“ for German or „en“ for English. If you don’t set any string for
language, “iFIX Alarm History Viewer” will use English as the default
language. The Timestamp will be set by the system preferences.
Table 2: Configuration of the software
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5.1.1 Defining the size
To configure the size of the simplified window mode, you have to open the XML-file
„IFixAlarmHistoryViewer.exe.config“, which is located in the installation path of “iFIX Alarm History
Viewer”.
Following variables have to be configured:
Setting Name
PositionX
PositionY
Width
High
Type
Int
Int
Int
Int
Description
X-position of the grid (“simplified” window mode only).
Y-position of the grid (“simplified” window mode only).
Width of the grid (“simplified” window mode only).
Height of the grid (“simplified” window mode only).
Table 3: Defining the size
The next picture can help you to choose the right position for „iFIX Alarm History Viewer“.
Figure 3: Defining the size
The picture shows you a monitor with a screen resolution of 1600x1200. If you want to configure
“iFIX Alarm History Viewer” like in the picture above, you have to set the following values:
Setting Name
PositionX
PositionY
Width
Hight
Type
Int
Int
Int
Int
Value
425
740
750
450
Table 4: Configuration of the size
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5.1.2 ConnectionString of the SQL-Database
The connection string is built using the following SQL Server authentication:
Data Source=VM-GS-IFIX\SQLEXPRESS;Initial Catalog=Master;User ID=admin;Password=sqlpassword
Parameter
Data Source
Description
Host name, on which the SQL Server is installed. If you’re using
a SQL Express database, you have to append “\SQLEXPRESS”
at the end of the data source.
Name of the database.
Name of the database user.
Password of the database user.
Initial Catalog
User ID
Password
Table 5: ConnectionString of the SQL-Database
5.2
Configuration of the dynamic columns
In the installation path of “iFIX Alarm History Viewer” you will find an XML-file named
“MappingSpalten.xml”. In this file the columns of the grid (table view) are configured and mapped to
the columns of the SQL-Table. Here you can configure other names for the columns of the databasetable.
Item name
SQLZeitBezugsSpalte
SQLSpaltenName
Spalte
GridSpaltenName
SQLSpaltenName
InGridDarstellen
IstDatumZeit
Type
String
Nullable
No
No
String
String
Bool
No
No
No
No
Bool
No
Description
You have to enter a column name of the database-table.
The type of this column has to be “DateTime”.
Column name in the grid of the software.
Column name in the database grid.
You can choose, by entering the values “true” or “false”,
if you want to show the column in the grid of
“iFIX Alarm History Viewer” or not.
Here, you have to define, if the column of the databasetable has the type DateTime? Possible values: true/false
Table 6: Configuration of the dynamic columns
There have to be at least one item of <SQLZeitBezugsSpalte> and one item of <Spalte>. Every
column, which should be shown in the grid of “iFIX Alarm History Viewer”, must be configured here.
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5.3
Configuration of coloured expressions
In the installation path of “iFIX Alarm History Viewer” you will find an XML-file named
„MappingFarben.xml“. This file allows you to configure values which should get coloured.
Item name
Spalte
SQLName
Option
Wert
SchriftFarbe
HintergrundFarbe
Type
String
String
String
String
Nullable
Yes
No
No
No
No
No
Description
Column name of the database table.
Value, where the colours should be applied.
Font colour. Look at the appendix for further information.
Background colour. Look at the appendix for further information.
Table 7: Configuration of coloured expressions
An item of <Spalte> can contain more items of <Option>. This means, that you can configure several
colour definitions for a column. The XML-file contains several items of <Spalten>, so you can define
several columns with various options.
Figure 4: MappingFarben.xml – example
Notice: The expressions that are entered in the file MappingFarben.xml are case-sensitive. This means
that a distinction is made between upper and lower letters! For expressions without a colour
definition, the default text is written in black and the background is white. In the above picture, this
example is given for “ESIGNATURE”.
Look at the appendix for further information.
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Handling of „iFIX Alarm History Viewer“
6.1
Overview
„iFIX Alarm History Viewer“ contains a grid (table view) and a control panel, which is placed over the
grid. In the control panel you can query a time period or a number of alarms and events.
Figure 5: iFIX Alarm History Viewer - Overview
Button
Description
“iFIX Alarm History Viewer” runs in the foreground, if the checkbox is
activated.
The query will refresh automatically, if the checkbox is activated. You can
configure the interval in „IFixAlarmHistoryViewer.exe.config“.
If the checkbox is activated, the width of the column will be extracted
and the scrollbar will be displayed.
A preview mask for printing and exporting will be displayed.
You can switch the displayed mode of “iFIX Alarm History Viewer” by
clicking the button in the left lower corner.
Choose the type of the query. The selection applies to the automatic
refresh.
Manuel query of alarms and events.
Opens the help file.
Table 8: Explanation of the buttons
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6.2
Grid
The grid provides a variety of grouping, sorting and filtering options.
6.2.1 Grouping
You can group columns by left-clicking on the desired column header and dragging it to the top of
the grid. It doesn’t matter how many columns you want to group. One possible grouping is shown in
the following image:
Figure 6: Grouping columns
To ungroup, drag the column header or the column headings back to the other columns.
6.2.2 Sorting
To sort a column, press as usual on the column header. The sorting will be indicated by a small
triangle in the column header.
Figure 7: Sort columns
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Filtering
To filter data in a column, move the mouse pointer to the upper right corner of the desired column,
till a funnel-shaped icon appears. Click on the icon with the left mouse button. There will appear
expressions, after which the contents of the column can be filtered.
Figure 8: Filter data in columns
To remove the filter, just click in the lower left corner on the x-symbol. The filter will be eliminated
and the remaining data will be displayed again.
Figure 9: Remove the filter function
6.4
Visibility of columns
You can hide or show columns, which you don’t need or which you need in the normal window
display.
6.4.1 Hide unneeded columns
To hide a column, just click the right mouse button on the column header and select the menu item
“Remove This Column”.
Figure 10: Hide unneeded columns
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6.4.2 Unhide hidden columns
To unhide a hidden column, click the right mouse button on any column header and select the menu
item “Column Chooser”.
Figure 11: Unhide hidden columns
A new window will open where the hidden columns are displayed.
Figure 12: Selection of columns which should be unhidden
Drag the column that you want to have displayed again, back to the main window to the other
columns. This step can be repeated so often, until all column names are shown in the main window
again. You can close the "customization"-window by clicking on the "x" icon.
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6.5
Printing
To ensure a clear document, we recommend hiding unneeded columns and also adjusting the
column width.
Press the “Print / Export”-button, to see the print preview:
Figure 13: "Print / Export"-button
A preview will be created:
Figure 14: Preview
Notice: If you have used the grouping function, all collapsed groups will be folded out so that all data
is shown.
To print the file just click on the “Print”-button or open the menu item “File”->”Print”.
Figure 15: Print with the "Print"-button
Notice: The file will be printed immediately. The next chapter will show you the advanced printing
settings.
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6.5.1 Printing settings
6.5.1.1
Setting up the page layout
The page layout can be set up under the menu item “File” -> “Page Setup…” or by clicking the
“Page Setup”-button.
Figure 16: Setting up the page layout (1/2)
The page can be set up in the next window:
Figure 17: Setting up the page layout (2/2)
6.5.1.2
Printer selection and advanced settings
The printer can be configured by clicking on “File” -> “Print…” or by clicking the “Print…”-button.
Figure 18: Printer selection and advanced settings (1/2)
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In the following window the printer can be selected and configured. In addition, the number of
copies and the area can be specified. By clicking on “Print”, the data from the preview will be printed.
Figure 19: Printer selection and advanced settings (1/2)
6.6
Export function
„iFIX Alarm History Viewer“ offers you to export your data via the “Print / Export”-button.
The current version supports the following file types:
 *.pdf
 *.html
 *.mht
 *.rtf
 *.xls
 *.xlsx
 *.csv
 Text
 Pictures (*.png, *.jpg, *.bmp, *.wmf, *.gif, *.tiff, *.emf)
To use the export function, first configure your column view in the main window as desired.
Then click on the “Print / Export”-button. You will see the preview window.
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Figure 20: Preview
In the main menu of this preview window, you can use the menu item “File” -> “Export Document…”
-> (select your desired file type) to export the file.
Figure 21: Export opportunities
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Send displayed data via E-Mail
You can also send the data displayed in the preview window via E-Mail. In the main window of
“iFIX Alarm History Viewer” click on the “Print / Export”-button to see the preview window. Then,
open the menu item “File” -> “Send via E-Mail…” and choose the desired file type.
Figure 22: Send displayed data via E-Mail
Once the settings have been made, your E-Mail client starts with the exported file as an attachment.
You can now compose an E-Mail.
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Representations
In Section 6.1 we have already mentioned the fact that the software can be operated in two different
window modes. You can switch between these two representations over the small button in the left
bottom corner.
The “normal” window mode:
The control bar is displayed. The window is freely sizable. The data can also be exported or printed.
Figure 23: "normal" window mode
The “simplified” window mode without setting options:
The control bar is hidden. The window is not adjustable.
Figure 24: "simplified" window mode
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Help
In the normal window mode you can access the help file by clicking on the “question mark”-button.
Figure 25: Help
The help file is corresponding to the content of this document.
8
Error Handling
All errors and information are daily stored in a log file (CSV format) under the directory “logs”.
You can analyze the data with standard software such as Microsoft Excel or Notepad.
8.1
Log path
The log files are located, depending on the Windows version you are using, in one of two locations:
C:\Users\<YourUsername>\AppData\Local\IFixAlarmHistoryViewer\Logs\
or from Windows 7 and above:
C:\Documents and Settings\<YourUsername>\Local Settings\Application Data\
IFixAlarmHistoryViewer\Logs\
8.2
Log file name
The file name is composed as follows:
…\Logs\IFixAlarmHistoryViewer-<YYYY>-<MM>-<DD>.log
Explanation:
 YYYY = Year, four numbers.
 MM = Month, two numbers.
 DD = Day, two numbers.
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8.2.1 Format
The general format of an entry in the log file looks like this:
<Application>;<Message Type>;<ID>;<Version>;<Computer>;<Timestamp >;<Module>,<Message>
Tag
<Application>
<Message Type>
<ID>
<Version>
<Computer>
<Timestamp>
<Module>
<Message>
Description
Software name (here IFixAlarmHistoryViewer).
Message Type.
ID-number of the event (optional).
Version number of the software.
Computer name.
Time, on which the event took place.
YYYY.MM.DD hh:mm:SS.mi (e.g.: 2009.05.01 16:05:12.210)
Module, where the event took place.
Message.
Table 9: Log file - format
8.3
The error button
When an error is logged into the log file, a red button will appear in the lower right corner.
By pressing the button the signal disappears.
Figure 26: The error button
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Glossary
Client:
A client is a host which sends a service request to a server.
ConnectionString:
The connection string is used to connect to the database. It is composed of the
database, the tables, the user name and the user password.
Database:
A database is a system for electronic data management.
Data-Grid:
A Data-Grid represents data from a database in a grid.
Editor:
Software; integrated in Microsoft. See Notepad.
False:
The condition was not met or should not be met.
Grid:
Similar views as you know from Microsoft Excel. Can be filled with data.
Host:
A computer system with an associated operating system with a client or a
server.
Log file
Contains an automated created protocol of the processes.
Notepad:
Software; integrated in Microsoft.
Proficy iFIX:
Software; developed by “GE Intelligent Platforms”. You can monitor and
control technological processes with it. The software runs under Microsoft
Windows.
Server:
A server processes and answers the questions of a client service. In many cases
a server contains a database.
SQL:
Structured Query Language. Standardized query language for relational
databases.
True:
The condition was met or should be met.
Wizard:
A wizard guides the user in performing certain program functions through
individual steps.
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10 Appendix
10.1 Lists
10.1.1 List of Figures
Figure 1: Licensing ................................................................................................................................... 4
Figure 2: License file ................................................................................................................................ 5
Figure 3: Defining the size ....................................................................................................................... 6
Figure 4: MappingFarben.xml – example ................................................................................................ 8
Figure 5: iFIX Alarm History Viewer - Overview ...................................................................................... 9
Figure 6: Grouping columns .................................................................................................................. 10
Figure 7: Sort columns........................................................................................................................... 10
Figure 8: Filter data in columns ............................................................................................................. 11
Figure 9: Remove the filter function ..................................................................................................... 11
Figure 10: Hide unneeded columns ...................................................................................................... 11
Figure 11: Unhide hidden columns ....................................................................................................... 12
Figure 12: Selection of columns which should be unhidden ................................................................. 12
Figure 13: "Print / Export"-button......................................................................................................... 13
Figure 14: Preview ................................................................................................................................. 13
Figure 15: Print with the "Print"-button ............................................................................................... 13
Figure 16: Setting up the page layout (1/2) .......................................................................................... 14
Figure 17: Setting up the page layout (2/2) .......................................................................................... 14
Figure 18: Printer selection and advanced settings (1/2) ..................................................................... 14
Figure 19: Printer selection and advanced settings (1/2) ..................................................................... 15
Figure 20: Preview ................................................................................................................................. 16
Figure 21: Export opportunities ............................................................................................................ 16
Figure 22: Send displayed data via E-Mail............................................................................................. 17
Figure 23: "normal" window mode ....................................................................................................... 18
Figure 24: "simplified" window mode ................................................................................................... 18
Figure 25: Help ...................................................................................................................................... 19
Figure 26: The error button ................................................................................................................... 20
10.1.2 List of Tables
Table 1: Software requirements.............................................................................................................. 3
Table 2: Configuration of the software ................................................................................................... 5
Table 3: Defining the size ........................................................................................................................ 6
Table 4: Configuration of the size ........................................................................................................... 6
Table 5: ConnectionString of the SQL-Database ..................................................................................... 7
Table 6: Configuration of the dynamic columns ..................................................................................... 7
Table 7: Configuration of coloured expressions...................................................................................... 8
Table 8: Explanation of the buttons ........................................................................................................ 9
Table 9: Log fle - format ........................................................................................................................ 20
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i.p.a.s.-systeme
Ingenieurbüro für Prozessautomations- und Softwaresysteme
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iFIX Alarm History Viewer (Version 1.0)
10.2 Tables
10.2.1 Abbreviation table
ODBC
SCU
SQL
Open Database Connectivity
System Configuration (Proficy iFIX)
Structured Query Language
10.2.2 Colour table
Name
Blue
Yellow
Green
Orange
Red
Black
White
Display
Text
Text
Text
Text
Text
Text
Text
Notice: The black background colour used in the colour table is only used for readability.
For more colours, please visit the following link:
http://msdn.microsoft.com/de-de/library/system.windows.media.colors.aspx
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