PHD R300
Training
By
Dr. Amr Arafa
Process History Database
Introduction
2
File Number
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.
3
File Number
PHD System computers
Supported Operating Systems:
- Server (SQL Server 2008 & PHD Server)
Windows 2003 (x86)
Windows 2003 R2 (x86)
Windows 2003 (x64)
Windows 2003 R2 (x64)
Windows 2008 (x64)
Windows 2008 (x86)
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 R2 (x86)
Windows 2003 (x64)
Windows 2003 R2 (x64)
Windows 2008 (x64)
Windows 2008 (x86)
Including both Standard and Enterprise versions
4
File Number
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.
5
File Number
Basic PHD Components
6
File Number
System Components and Data Flow
7
File Number
Data Processing : Confidence Factor
8
File Number
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
9
File Number
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).
10
File Number
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.
11
File Number
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.
12
File Number
Uniformance PHD Client Component
• Process Studio
13
File Number
Uniformance PHD Client Component
• IE Plugin
14
File Number
PHD Server Follow up steps
During installation the following Local Account groups are
created:
Local Operators, Local Engineers, Product Administrators.
15
25
HONEYWELL - CONFIDENTIAL
File Number
PHD
R300.x
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.
16
32
HONEYWELL - CONFIDENTIAL
File Number
PHD
R300.x
Process History Database
Real-Time Data Interface Management
17
File Number
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.
18
File Number
RDI Configuration Overview
• Interfaces (RDI‟ and Links) form is used to configure
RDI‟s
19
File Number
RDI Configuration Overview – Experion Link
20
File Number
RDI Configuration Overview - Shadow RDI
21
File Number
RDI Configuration utility
• From the Start menu, open the PHD RDI
Configuration utility (RDISetup.exe).
22
File Number
PHD RDI Configuration utility, continued
• Configure the Miscellaneous parameters as necessary, then select
File>Save RDI/Link Configuration.
Adds to PHD
23
File Number
PHD RDI Configuration utility – Save configuration
• Save RDI Configuration form
24
File Number
Start PHD Cold
• Cold Start PHD using following command.
- PHDCTL Start Cold
25
File Number
RDM
•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.
226
HONEYWELL - CONFIDENTIAL
File
File Number
Number
Process History Database
Tag Configuration
27
File Number
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.
28
File Number
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
29
File Number
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.
30
File Number
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.
31
File Number
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.
32
File Number
Tag Configuration Form
• Following options are available to create various
new tags.
33
File Number
Tag Configuration Form
• The Tag Configuration form allows you to enter new
tags or modify existing tag configuration
information.
34
File Number
Tag Configuration Form
• Tags can be searched using wild Character „*‟ or
using options available in advanced search.
35
File Number
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.
36
File Number
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
37
File Number
Tag Configuration Form
• The Storage Pane allows to optimize data storing
function using Compression/Quantum
38
File Number
Tag Configuration Form
• The Advanced Configuration is for specifying ways
to optimizes data storing functions of PHD.
Storage Format Compression
Data Elimination Compression
39
File Number
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.
40
File Number
Process History Database
Uniformance System Console
41
File Number
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.
42
File Number
How to set it up ?
• When first started USC has no information of any systems in
the environment.
43
File Number
How to set it up ?
• To create a connection either right click upon the
Uniformance System Console menu or just selecting
Define Server.
44
File Number
How to set it up
• And the ability to enter the desired computer name
hosting the PHD Services is opened.
45
File Number
How to set it up
• Once hostname is entered click upon OK
46
File Number
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
47
File Number
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.
48
File Number
Services & Access
• Starting at the top the DCOM Setting for OPC
components can be seen.
49
File Number
Services & Access
• Ability to chose Event Logs to view.
50
File Number
Services & Access
• Viewing the data in these as well
51
File Number
Services & Access
• Even registry settings can be remotely viewed.
52
File Number
Services & Access
• The ability to configure Uniformance System
Monitoring is managed under USC.
53
File Number
Services & Access
• Ability to view and control PHD upon the remote
computer is provided.
54
File Number
Services & Access
• Interfaces running under RDIServer can be managed
55
File Number
Services & Access
• Ability to see how RDC is working
56
File Number
Services & Access
• When right clicking upon one of the PHD Server
services and selecting properties.
57
File Number
Services & Access
• Access to the settings for the selected service are
provided
58
File Number
Process History Database
IE Plugin
59
File Number
IE Toolbar
• Need to enable the IE toolbar
- right-click on IE toolbar, and select “Uniformance PHD”
- requires IE6 or later
60
File Number
IE Toolbar
• IE Toolbar
61
File Number
IE Toolbar - Options Dialog
• The Options menu enables you to connect to the
PHD Server and specify the format for the output
files.
62
File Number
IE Toolbar - Get Data Dialog
• The Get Data option is used for conducting data
query.
63
File Number
IE Toolbar - Get Data Dialog
• The result of Get Data is as below :
64
File Number
IE Toolbar - Tag List Dialog
• The Tag List option is used for viewing the list of
Tags.
65
File Number
IE Toolbar - Tag List Dialog
• The result of Tag List is as below.
66
File Number
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
67
File Number
Process History Database
Excel Companion
68
File Number
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.
69
File Number
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.
70
File Number
Use a dialog box to create the history function call in a cell.
Basic Steps:
1. Enter the tagnames for the
history call. (The Tag Explorer
can be used to add one or more 1.
tagnames to the dialog box.)
2.
3.
2. Use the arrow button to move
the tagnames entry to the
Selected Tags list.
3. Select the items you want to be 4.
shown in the results.
4. Select one or more aggregates.
5. Specify an absolute or relativebased start/end time.
6. Specify the Interval.
6.
5.
7. Select OK.
71
File Number
„Get PHD Data‟ Dialog Box
• Use a dialog box to create the history function in a
cell.
- Enter the tagnames for the history call.
72
File Number
„Get PHD Data‟ Dialog Box
• Use the arrow button to move the tagnames entry to the
Selected Tags list.
73
File Number
„Get PHD Data‟ Dialog Box
• Select the items you want to be shown in the results.
74
File Number
„Get PHD Data‟ Dialog Box
• Select one or more aggregates.
75
File Number
„Get PHD Data‟ Dialog Box
• Specify an absolute or relative-based start/end time & interval.
76
File Number
„Get PHD Data‟ Dialog Box
• Select “OK” to get data in excel
77
File Number
„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.
78
File Number
Process History Database
PHD Backup Strategy
79
File Number
Uniformance Backup Overview
• Types of backups:
- PHD Archives
- Sql Server Database
80
File Number
Backup of PHD Archives
- Shut Down PHD using PHDCTL Stop command
81
File Number
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
82
File Number
Backup of PHD Archives
- Restart PHD using PHDCTL start cold command.
83
File Number
Sql Server Database Backups
• There are 2 databases of PHD in Sql Server :
PHDAPP & PHDCFG
84
File Number
Sql Server Database Backups
• Right Click on Database : PHDCFG & go to Tasks &
Backup.
85
File Number
Sql Server Database Backups
• In the Back Up Database details, give the location of
backup.
86
File Number
Sql Server Database Backups
• Once backup is finished, following message
appears.
87
File Number
Sql Server Database Backups
• Repeat the above procedure to backup “PHDAPP”
Database.
88
File Number
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.
89
File Number
Process History Database
Uniformance Process Studio
90
File Number
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.
91
File Number
How to organize your favourite tags
• Create folders.
92
File Number
How to organize your favourite tags
• Find your tags/items
93
File Number
How to organize your favourite tags
• Drag/drop tags/items to the workspace/folder
94
File Number
Trend
• Click Trend to start a new trend window.
95
File Number
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
96
File Number
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.
97
File Number
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.
98
File Number
Trend options to support analysis
• You can add or eliminate columns from the trend
properties table.
Then select the columns
that you want from the list.
Right-click on the table and
select Columns.
99
File Number
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
100
Right-click on a different tab and
select New Vertical Tab Group
File Number
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
101
File Number
Trend options to support analysis
• Trends: - Single Y, Multiple Y & Strip Chart
102
File Number
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.
103
File Number
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.)
104
File Number
Multi-trend
• In addition to Trends, you can build a
Multi-trend window to easily view numerous small
plots (up to 25).
105
File Number
Multi-trend
• Click MultiTrend to start a new Multi-trend window.
From the Home tab – click MultiTrend
to launch a new window.
106
File Number
Multi-trend
• Notice that this top section changes to
match whatever you have selected down
here.
107
File Number
Multi-trend
• Click Layout and then select the layout you want.
108
File Number
Multi-trend
• Drag/drop tags/items onto each plot. Use the same
drag/drop method as the full Trend.
109
File Number
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.
110
File Number
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.
111
File Number
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.
112
File Number
Table
• Click Table to start a new table window.
113
File Number
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.
114
File Number
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.
115
File Number
Table
• You can export values or PHD tag/item configuration
to excel.
116
File Number
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.
117
File Number
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
118
File Number
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:
119
File Number
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.
120
File Number
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.
121
File Number