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PI UFL.doc Table of Contents Terminology ................................................................................................................ vii Introduction ................................................................................................................... 1 Reference Manuals ..................................................................................................... 2 Supported Features ..................................................................................................... 2 Configuration Diagram................................................................................................. 5 Principles of Operation ................................................................................................ 7 Installation Checklist .................................................................................................. 13 Data Collection Steps ................................................................................................ 13 Interface Diagnostics ................................................................................................. 14 Interface Installation ................................................................................................... 15 Naming Conventions and Requirements ................................................................... 15 Interface Directories .................................................................................................. 15 Interface Installation Procedure ................................................................................. 16 Digital States ............................................................................................................... 21 PointSource ................................................................................................................. 23 PI Point Configuration ................................................................................................ 25 Point Attributes .......................................................................................................... 25 Output Points............................................................................................................. 29 Configuration File ....................................................................................................... 31 General ..................................................................................................................... 31 [INTERFACE] ............................................................................................................ 32 [PLUG-IN] – ASCII Files ............................................................................................ 33 [PLUG-IN] – Serial Port ............................................................................................. 36 [PLUG-IN] – POP3 .................................................................................................... 38 [SETTING]................................................................................................................. 44 [FIELD] ...................................................................................................................... 47 [MSG] ........................................................................................................................ 51 Data Manipulation...................................................................................................... 57 Universal File and Stream Loader Interface to the PI System iii Table of Contents Startup Command File ................................................................................................ 71 Command-line Parameters ........................................................................................ 72 Sample PI_UFL.bat File ............................................................................................ 74 Interface Node Clock .................................................................................................. 75 Security........................................................................................................................ 77 Windows.................................................................................................................... 77 Starting / Stopping PI_UFL Interface ......................................................................... 79 Starting Interface as a Service .................................................................................. 79 Pausing Interface ...................................................................................................... 79 Stopping Interface Running as a Service ................................................................... 79 Buffering ...................................................................................................................... 81 Which Buffering Application to Use ........................................................................... 82 How Buffering Works ................................................................................................ 82 Buffering and PI Server Security ............................................................................... 83 Enabling Buffering on an Interface Node with the ICU ............................................... 83 Interface Diagnostics Configuration ......................................................................... 93 Scan Class Performance Points ................................................................................ 93 Performance Counters Points.................................................................................... 93 Interface Health Monitoring Points ............................................................................. 93 I/O Rate Point ............................................................................................................ 93 Interface Status Point ................................................................................................ 93 For Users of Previous (2.x) Interface Versions ......................................................... 95 Appendix A: Error and Informational Messages ....................................................... 99 Appendix B: CSV (Comma Delimited) Data Files ................................................... 101 For Users of the PI Batch File Interface ................................................................... 101 Data File Example ................................................................................................... 101 Configuration File Example...................................................................................... 101 Bat File Example ..................................................................................................... 103 Explanation.............................................................................................................. 103 Appendix C: XML Document Files ........................................................................... 105 Data File Example ................................................................................................... 105 Configuration File Example...................................................................................... 106 Bat File Example ..................................................................................................... 107 iv Explanation.............................................................................................................. 107 Appendix D: Reading Data from Serial Port............................................................ 109 Streams Patterns from Serial Port ........................................................................... 109 Configuration File Example...................................................................................... 109 Bat File Example ..................................................................................................... 110 Explanation.............................................................................................................. 110 Appendix E: Reading Data from email/e-Mail (POP3 Server)................................. 111 E-Mail Text .............................................................................................................. 111 Configuration File Example...................................................................................... 111 Bat File Example ..................................................................................................... 112 Explanation.............................................................................................................. 112 Appendix F: More Advanced Examples .................................................................. 115 Data File Example ................................................................................................... 115 Configuration File Example...................................................................................... 115 Point Configuration .................................................................................................. 116 Bat File Example ..................................................................................................... 116 Explanation.............................................................................................................. 117 Appendix G ASCII Codes Supported ....................................................................... 119 Appendix H ................................................................................................................ 121 Revision History........................................................................................................ 123 Universal File and Stream Loader Interface to the PI System v v Terminology In order to understand this interface manual, you should be familiar with the terminology used in this document. Buffering Buffering refers to an Interface Node's ability to store temporarily the data that interfaces collect and to forward these data to the appropriate PI Servers. N-Way Buffering If you have PI Servers that are part of a PI Collective, PIBufss supports n-way buffering. N-way buffering refers to the ability of a buffering application to send the same data to each of the PI Servers in a PI Collective. (Bufserv also supports n-way buffering to multiple PI Server however it does not guarantee identical archive records since point compressions specs could be different between PI Servers. With this in mind, OSIsoft recommends that you run PIBufss instead.) ICU ICU refers to the PI Interface Configuration Utility. The ICU is the primary application that you use in order to configure and run PI interface programs. You must install the ICU on the same computer on which an interface runs. A single copy of the ICU manages all of the interfaces on a particular computer. You can configure and run an interface by editing a startup command file. However, OSIsoft discourages this approach. Instead, OSIsoft strongly recommends that you use the ICU for interface management tasks. Interface Node An Interface Node is a computer on which the PI API and/or PI SDK are installed, and PI Server programs are not installed. PI API The PI API is a library of functions that allow applications to communicate and exchange data with the PI Server. All PI interfaces use the PI API. PI Collective A PI Collective is two or more replicated PI Servers that collect data concurrently. Collectives are part of the High Availability environment. When the primary PI Server in a collective becomes unavailable, a secondary collective member node seamlessly continues to collect and provide data access to your PI clients. PIHOME PIHOME refers to the directory that is the common location for PI client applications. A typical PIHOME is C:\Program Files\PIPC. PI interfaces reside in a subdirectory of the Interfaces directory under PIHOME. For example, files for the Modbus Ethernet Interface are in C:\Program Files\PIPC\Interfaces\ModbusE. Universal File and Stream Loader Interface to the PI System vii Terminology This document uses [PIHOME] as an abbreviation for the complete PIHOME directory. For example, ICU files in [PIHOME]\ICU. PI SDK The PI SDK is a library of functions that allow applications to communicate and exchange data with the PI Server. Some PI interfaces, in addition to using the PI API, require the use of the PI SDK. PI Server Node A PI Server Node is a computer on which PI Server programs are installed. The PI Server runs on the PI Server Node. PI SMT PI SMT refers to PI System Management Tools. PI SMT is the program that you use for configuring PI Servers. A single copy of PI SMT manages multiple PI Servers. PI SMT runs on either a PI Server Node or a PI Interface Node. pipc.log The pipc.log file is the file to which OSIsoft applications write informational and error messages. While a PI interface runs, it writes to the pipc.log file. The ICU allows easy access to the pipc.log. Point The PI point is the basic building block for controlling data flow to and from the PI Server. For a given timestamp, a PI point holds a single value. A PI point does not necessarily correspond to a "point" on the foreign device. For example, a single "point" on the foreign device can consist of a set point, a process value, an alarm limit, and a discrete value. These four pieces of information require four separate PI points. Service A Service is a Windows program that runs without user interaction. A Service continues to run after you have logged off from Windows. It has the ability to start up when the computer itself starts up. The ICU allows you to configure a PI interface to run as a Service. Tag (Input Tag and Output Tag) The tag attribute of a PI point is the name of the PI point. There is a one-to-one correspondence between the name of a point and the point itself. Because of this relationship, PI System documentation uses the terms "tag" and "point" interchangeably. Interfaces read values from a device and write these values to an Input Tag. Interfaces use an Output Tag to write a value to the device. viii Introduction This document describes OSIsoft’s Universal File and Stream Loader (PI_UFL) interface to the PI System. It describes how to configure it as well as how to use it effectively. PI_UFL interface reads data from various ASCII stream data sources. Its modular concept is built on the functionality division - the core part of the interface does the stream parsing and data forwarding to PI, while the actual data reading, which is proprietary to each data source, is implemented in dynamically loaded libraries (DLLs). These data sources must produce readable (ASCII) data. That is, ASCII streams with (repeatable) patterns. The interface parses those patterns and extracts the information the user specifies in a configuration file. The interface is shipped with three DLLs that implement the communication to three sources of stream data: ASCII files in directories and ASCII streams from Serial ports and e-Mails on POP3 servers: ASCII files: PI_UFL cyclically processes a given directory while looking for file names that match the user defined criteria (the directory and the file name pattern is one of the interface’s parameters). The interface thus scans the specified directory and if a file name matches the specified pattern, it opens the file, reads its content and looks for lines that pass the specified filters. After a file is processed, the interface renames the file and optionally deletes it. Reading data from Serial Ports (RS 232) works similarly. The interface continuously reads the specified serial port and when it encounters a character(s) that signals the end-of-the-line, it stores this line in a (memory) container. In the defined intervals, this memory is emptied and the lines processed, again looking for the specified patterns. The POP3 PlugIn periodically checks e-Mails sent to the specified POP3 user on the given POP3 server. E-Mails are downloaded, processed and, finally, they are deleted. As stated in the previous paragraph, the ASCII streams from the data sources need to be processed and parsed. A mandatory startup parameter the PI_UFL interface needs is therefore the path to the configuration file. It actually controls how the interface identifies and manipulates the retrieved lines. The basic principle is very simple. The data is examined line by line. Each line is checked to see whether it matches one of the several sets of criteria (filters) and in case a line 'satisfies' a given filter, it is assigned a certain message type and is further broken into fields. The content of these fields is then assigned to variables, which can take part in arithmetic expressions. The results are finally forwarded to PI. Note: The PI UFL Interface is a replacement for the PI Batch File interface. Users of the PI Batch File interface should read Appendix B: CSV (Comma Delimited) Data Files before upgrading to PI UFL. Universal File and Stream Loader Interface to the PI System 9 Interface Diagnostics Configuration Note: To operate the interface effectively, users must thoroughly read the Configuration File section of this manual which describes in detail the required syntax for that file. The Interface runs on Intel machines with Microsoft Windows operating system (2000, XP, 2003, Vista) see Appendix H for a full list of tested operating systems.); and, the interface node may be either a PI home or PI API node – see the Configuration Diagram section of this manual. This document contains the following topics: Brief design overview Installation and operation details PI points configuration details (points that will receive data via this interface) Configuration file specifications Supported command line parameters Examples of various configuration files (including a brief explanation of each presented feature) in appendices B,C and D CAUTION! See chapter Interface Diagnostics Configuration The Interface Point Configuration chapter provides information on building PI points for collecting data from the device. This chapter describes the configuration of points related to interface diagnostics. The procedure for configuring interface diagnostics is not specific to this Interface. Thus, for simplicity, the instructions and screenshots that follow refer to an interface named ModbusE. Scan Class Performance Points This interface does not support Scan Class Performance Points. Performance Counters Points Performance Counters Points are a function of UniInt. Because this interface is not UniInt based, these points are not supported. Interface Health Monitoring Points Interface Health Monitoring Points are a function of UniInt. Since this interface is not UniInt based, these points are not supported for this interface. I/O Rate Point This interface does not support an I/O Rate Point. 10 Interface Status Point The PI Interface Status Utility (ISU) alerts you when an interface is not currently writing data to the PI Server. This situation commonly occurs if the monitored interface is running on an Interface Node, but the Interface Node cannot communicate with the PI Server; or the monitored interface is not running, but it failed to write at shutdown a System state such as Intf Shut. The ISU works by periodically looking at the timestamp of a Watchdog Tag. The Watchdog Tag is a tag whose value a monitored interface (such as this Interface) frequently updates. The Watchdog Tag has its excdev, excmin, and excmax point attributes set to 0. So, a non-changing timestamp for the Watchdog Tag indicates that the monitored interface is not writing data. Please see the Interface Status Interface to the PI System for complete information on using the ISU. PI Interface Status runs only on a PI Server Node. If you have used the ICU to configure the PI Interface Status Utility on the PI Server Node, the ICU allows you to create the appropriate ISU point. Select this Interface from the Interface drop-down list and click Interface Status in the parameter category pane. Right click on the ISU tag definition window to bring up the context menu: Click Create to create the ISU tag. Use the Tag Search button to select a Watchdog Tag. (Recall that the Watchdog Tag is one of the points for which this Interface collects data.) Select a Scan frequency from the drop-down list box. This Scan frequency is the interval at which the ISU monitors the Watchdog Tag. For optimal performance, choose a Scan frequency that is less frequent than the majority of the scan rates for this Universal File and Stream Loader Interface to the PI System 11 11 Interface Diagnostics Configuration Interface's points. For example, if this Interface scans most of its points every 30 seconds, choose a Scan frequency of 60 seconds. If this Interface scans most of its points every second, choose a Scan frequency of 10 seconds. If the Tag Status indicates that the ISU tag is Incorrect, right click to enable the context menu and select Correct. The PI Interface Status Utility – and not this Interface – is responsible for updating the ISU tag. So, make sure that the PI Interface Status Utility is running correctly. 12 For Users of Previous (2.x) Interface Versions that lists all the changes implemented in PI_UFL 3.x! Reference Manuals OSIsoft PI Data Archive Manual PI API Installation Instructions Supported Features Feature Support Part Number PI-IN-OS-UFL-NTI *Platforms Windows 2000 / XP / 2003 / Windows Vista APS Connector No Point Builder Utility No ICU Control No PI Point Types PI 3: int16 / int32 / float16 / float32 / float64 / digital / string Sub-Second Timestamps Yes Sub-Second Scan Classes No Automatically Incorporates PI Point Attribute Changes Yes Exception Reporting Yes Outputs from PI No Inputs to PI Scan-Based Supports Questionable Bit Yes Maximum Point Count Unlimited Supports Multi-character PointSource Yes *Uses PI SDK Yes PINet String Support No * Source of Timestamps Current time or from the input stream(s). * History Recovery Yes Failover No UniInt-based Disconnected Startup SetDeviceStatus No No No Universal File and Stream Loader Interface to the PI System 1 Introduction Feature Support Vendor Software Required on PI API / PINet Node Not applicable Vendor Software Required on Foreign Device Not applicable Vendor Hardware Required Not applicable Additional PI Software Included with Interface Not applicable Device Point Types Not applicable * Serial-Based Interface Yes * See paragraphs below for further explanation. Platforms The Interface is designed to run on the above mentioned Microsoft Windows operating systems and their associated service packs. Uses PI SDK The PI SDK and the PI API are bundled together and must be installed on each PI Interface node. This Interface specifically makes PI SDK calls to create PI Points, and write annotations. Source of Timestamps Timestamps are read from the input file or, when not specified, the current (interface node local time) is used. History Recovery History recovery is automatically included with a file-based interface. After the interface has been down for some reason, and, as long as the data files were not deleted, PI_UFL will process them during the 1st scan cycle after the start; no matter how much data is stored in these files and no matter how long the interface has been down. In case the interface communicates with data sources that do not persist the data (e.g. into ASCII files), there is nothing to recover from. This is the case when the interface communicates with a serial port. Serial-Based Interface This interface can run with a serial connection. Server class machines often have inferior serial ports. Server class machines are not required for most interfaces and should not be used, especially not when serial port connections are required. 2 Recent Dell server class machines are using only 3 volt power supplies to drive the serial port – IEEE RS232 specification requires at least +/- 4.7 volts for a valid RS232 signal. Some recent model HP and Dell server class machines have been observed to have serial port circuitry which overheat and experience thermal shutdown after a few minutes or hours of operation over long cables or high speeds. (So called self-powered serial port extenders should not be used for interfaces.) Customers often attempt to extend serial port ranges using twisted pair wire devices or fiber optic cable devices. Devices with their own external power source (e.g. a wall wart transformer or other power source) should be the only types used. Devices which leach power from the PC’s serial port will have difficulty at high data speeds (baud rates) or long cables. In some applications a cable more than 20-50 feet long may be considered “long”. Higher speeds and/or longer cables translate to sharply increased power supply demand by the serial port hardware. Universal File and Stream Loader Interface to the PI System 3 3 Introduction Configuration Diagram The drawing below depicts the basic configuration of the hardware and software components in a typical scenario used with the PI_UFL Interface: Figure 1. PI_UFL Configuration Diagram – PI Home Node with PI Interface Node 4 Or Figure 2 - Hardware Diagram - All PI Software installed on one node Universal File and Stream Loader Interface to the PI System 5 5 Principles of Operation A brief description of the basic principles has been given in the Terminology In order to understand this interface manual, you should be familiar with the terminology used in this document. Buffering Buffering refers to an Interface Node's ability to store temporarily the data that interfaces collect and to forward these data to the appropriate PI Servers. N-Way Buffering If you have PI Servers that are part of a PI Collective, PIBufss supports n-way buffering. N-way buffering refers to the ability of a buffering application to send the same data to each of the PI Servers in a PI Collective. (Bufserv also supports n-way buffering to multiple PI Server however it does not guarantee identical archive records since point compressions specs could be different between PI Servers. With this in mind, OSIsoft recommends that you run PIBufss instead.) ICU ICU refers to the PI Interface Configuration Utility. The ICU is the primary application that you use in order to configure and run PI interface programs. You must install the ICU on the same computer on which an interface runs. A single copy of the ICU manages all of the interfaces on a particular computer. You can configure and run an interface by editing a startup command file. However, OSIsoft discourages this approach. Instead, OSIsoft strongly recommends that you use the ICU for interface management tasks. Interface Node An Interface Node is a computer on which the PI API and/or PI SDK are installed, and PI Server programs are not installed. PI API The PI API is a library of functions that allow applications to communicate and exchange data with the PI Server. All PI interfaces use the PI API. PI Collective A PI Collective is two or more replicated PI Servers that collect data concurrently. Collectives are part of the High Availability environment. When the primary PI Server in a collective becomes unavailable, a secondary collective member node seamlessly continues to collect and provide data access to your PI clients. PIHOME PIHOME refers to the directory that is the common location for PI client applications. A typical PIHOME is C:\Program Files\PIPC. PI interfaces reside in a subdirectory of Universal File and Stream Loader Interface to the PI System vii Terminology the Interfaces directory under PIHOME. For example, files for the Modbus Ethernet Interface are in C:\Program Files\PIPC\Interfaces\ModbusE. This document uses [PIHOME] as an abbreviation for the complete PIHOME directory. For example, ICU files in [PIHOME]\ICU. PI SDK The PI SDK is a library of functions that allow applications to communicate and exchange data with the PI Server. Some PI interfaces, in addition to using the PI API, require the use of the PI SDK. PI Server Node A PI Server Node is a computer on which PI Server programs are installed. The PI Server runs on the PI Server Node. PI SMT PI SMT refers to PI System Management Tools. PI SMT is the program that you use for configuring PI Servers. A single copy of PI SMT manages multiple PI Servers. PI SMT runs on either a PI Server Node or a PI Interface Node. pipc.log The pipc.log file is the file to which OSIsoft applications write informational and error messages. While a PI interface runs, it writes to the pipc.log file. The ICU allows easy access to the pipc.log. Point The PI point is the basic building block for controlling data flow to and from the PI Server. For a given timestamp, a PI point holds a single value. A PI point does not necessarily correspond to a "point" on the foreign device. For example, a single "point" on the foreign device can consist of a set point, a process value, an alarm limit, and a discrete value. These four pieces of information require four separate PI points. Service A Service is a Windows program that runs without user interaction. A Service continues to run after you have logged off from Windows. It has the ability to start up when the computer itself starts up. The ICU allows you to configure a PI interface to run as a Service. Tag (Input Tag and Output Tag) The tag attribute of a PI point is the name of the PI point. There is a one-to-one correspondence between the name of a point and the point itself. Because of this relationship, PI System documentation uses the terms "tag" and "point" interchangeably. Interfaces read values from a device and write these values to an Input Tag. Interfaces use an Output Tag to write a value to the device. viii Introduction chapter. Following paragraphs have more details: Interface Startup At startup, the PI_UFL interface checks the correctness of the specified start up parameters and continues with processing of the INI (configuration) file. As mentioned in the Terminology In order to understand this interface manual, you should be familiar with the terminology used in this document. Buffering Buffering refers to an Interface Node's ability to store temporarily the data that interfaces collect and to forward these data to the appropriate PI Servers. N-Way Buffering If you have PI Servers that are part of a PI Collective, PIBufss supports n-way buffering. N-way buffering refers to the ability of a buffering application to send the same data to each of the PI Servers in a PI Collective. (Bufserv also supports n-way buffering to multiple PI Server however it does not guarantee identical archive records since point compressions specs could be different between PI Servers. With this in mind, OSIsoft recommends that you run PIBufss instead.) ICU ICU refers to the PI Interface Configuration Utility. The ICU is the primary application that you use in order to configure and run PI interface programs. You must install the ICU on the same computer on which an interface runs. A single copy of the ICU manages all of the interfaces on a particular computer. You can configure and run an interface by editing a startup command file. However, OSIsoft discourages this approach. Instead, OSIsoft strongly recommends that you use the ICU for interface management tasks. Interface Node An Interface Node is a computer on which the PI API and/or PI SDK are installed, and PI Server programs are not installed. PI API The PI API is a library of functions that allow applications to communicate and exchange data with the PI Server. All PI interfaces use the PI API. PI Collective A PI Collective is two or more replicated PI Servers that collect data concurrently. Collectives are part of the High Availability environment. When the primary PI Server in a collective becomes unavailable, a secondary collective member node seamlessly continues to collect and provide data access to your PI clients. Universal File and Stream Loader Interface to the PI System ix Terminology PIHOME PIHOME refers to the directory that is the common location for PI client applications. A typical PIHOME is C:\Program Files\PIPC. PI interfaces reside in a subdirectory of the Interfaces directory under PIHOME. For example, files for the Modbus Ethernet Interface are in C:\Program Files\PIPC\Interfaces\ModbusE. This document uses [PIHOME] as an abbreviation for the complete PIHOME directory. For example, ICU files in [PIHOME]\ICU. PI SDK The PI SDK is a library of functions that allow applications to communicate and exchange data with the PI Server. Some PI interfaces, in addition to using the PI API, require the use of the PI SDK. PI Server Node A PI Server Node is a computer on which PI Server programs are installed. The PI Server runs on the PI Server Node. PI SMT PI SMT refers to PI System Management Tools. PI SMT is the program that you use for configuring PI Servers. A single copy of PI SMT manages multiple PI Servers. PI SMT runs on either a PI Server Node or a PI Interface Node. pipc.log The pipc.log file is the file to which OSIsoft applications write informational and error messages. While a PI interface runs, it writes to the pipc.log file. The ICU allows easy access to the pipc.log. Point The PI point is the basic building block for controlling data flow to and from the PI Server. For a given timestamp, a PI point holds a single value. A PI point does not necessarily correspond to a "point" on the foreign device. For example, a single "point" on the foreign device can consist of a set point, a process value, an alarm limit, and a discrete value. These four pieces of information require four separate PI points. Service A Service is a Windows program that runs without user interaction. A Service continues to run after you have logged off from Windows. It has the ability to start up when the computer itself starts up. The ICU allows you to configure a PI interface to run as a Service. Tag (Input Tag and Output Tag) The tag attribute of a PI point is the name of the PI point. There is a one-to-one correspondence between the name of a point and the point itself. Because of this relationship, PI System documentation uses the terms "tag" and "point" interchangeably. Interfaces read values from a device and write these values to an Input Tag. Interfaces use an Output Tag to write a value to the device. x Introduction chapter, the configuration file tells the PI_UFL interface how to extract and interpret data streams from the given data source. After the interface is started, it performs a series of syntax checks on the message parsing constructions and expressions specified in the INI file – that is, it compiles it. If errors are found, detailed info about them is written to the output log file and the interface halts. Once the configuration file has been read and successfully compiled, the interface accesses the PI Point database according to the specifications found on the startup command line. The following paragraphs describe various modes depending on the presence of the following startup parameters - /ps and /tm. If the /ps parameter was specified, all PI points with that PointSource will be loaded into the interface’s memory and this list will be continuously updated through the signup for points’ update mechanism. The same is true for points that fit the /tm pattern. Both parameters (/ps and /tm) thus define the PI points that are loaded while the interface starts. If neither of the two was specified, no PI points will be loaded at startup. However, the interface will then 'continuously build' its internal tag list out of the TagNames that appear in the data files 'as they arrive' – that is, the list will be created dynamically. Note: the /ps (as well as the /tm) startup parameters are optional. Sending data to any PI tag is a feature that differentiates PI_UFL from the majority of OSIsoft interfaces! When used, both parameters also make sure the interface will write values only to tags that comply with the given specification. That is, if for instance, the /tm is set and a TagName arrives that does not fit the /tm specified pattern, the interface will NOT send the data to this tag. Neither will it create it. Simultaneous use of /ps and /tm is NOT supported! Note: If the configuration file specifies the value should be sent to PI via the string pattern found in the InstrumentTag (see section InstrumentTag ) - such a tag has to already be loaded into the internal interface’s internal tag-list. In case it is not, the value for this tag will be skipped (it will NOT be sent to PI). The reason is that PI Point database is not indexed by the InstrumentTag attribute and any on-line searching via this attribute is potentially expensive. The /ps or the /tm are thus required for addressing via the InstrumentTag. If all the configuration steps and checks during the start-up phase are completed, the interface continues with run-time operations: Runtime Operations During the run-time, the PI_UFL interface checks, at regular time intervals, whether new input files have been created, or, whether new lines have been identified on a serial port. This frequency is specified as the start-up parameter /f=hh:mm:ss on the command line (for more information on command-line parameters, see section the Command-line Parameters section of this manual). The following bullets discuss what steps the runtime operations then consist of: PI_UFL interface checks each input line with the declarations given in the configuration file. As soon as the input line 'satisfies' any of the specified filters (see the description of the keyword MSG(n).Filter ), the line is declared a certain message Universal File and Stream Loader Interface to the PI System 11 Principles of Operation type and is consequently broken into individual fields (fields are also defined in the INI file). These fields are named and treated as variables, which can optionally take part in expressions. Fields (variables) are finally sent to PI via dedicated functions. An example, showing the described principles and used terminology, is given below. The INI file extract is followed by a data line from the input file: [field] field(1).name = "time" field(2).name = "value" field(3).name = "tag" [msg] msg(1).name = "message1" [message1] message1 = C1=="Line containing *" time=C27-C46 value=C54-C56 tag=C62-C69 … Message Line containing Timestamp dd-mmm-yyyy hh:mm:ss Value 123 and Tag Name at fixed positions Time Field Value Field Tag Field message1.action = StoreInPi(tag,,time,value,,) … Note: If the input message does not satisfy any filter definition, it is skipped, NO error is reported. Which data source will the interface talk to, that is, which DLL it will load is specified through the PLUG-IN entry in the INI file in the section [INTERFACE]. The following bullets list the main features implemented in the three installed DLLs – AsciFiles.DLL , Serial.DLL and POP3.DLL. ASCII Files: 12 Data files are processed in 'settable order' - they can be sorted according to the creation date, modification date and according to the actual file name. The sorting mode is given via the INI file (see the description of the IFS keyword). After an input file has been processed, it is renamed with an extension indicating successful or erroneous processing. By default, the extension indicating a successful processing is '._OK'; any runtime error causes the processed file is added the '.ERR' suffix. Both extensions can be explicitly specified. See chapter Configuration File for more details. After the given time period, files that have been processed without errors will be deleted. This purge interval is specified by the purgetime keyword in the section [PLUG-IN] of the configuration file. Files that were given the '.ERR' suffix are NOT purged. The default purging period is one day (purgetime = 1d) and the purge time period represents the interval <time when the file was processed, current time>. Serial Ports data source: ASCII characters from the serial port are continuously collected. The interface continues reading them until it encounters the marker character that signals the end of a line. Lines are stored in the interfaces’ memory - in a container. The container is periodically emptied with the specified frequency - /f=hh:mm:ss. Collected lines are then processed by the interface. POP3 data source: The POP3 Plug-In connects to the specified POP3 server as the given user. E-Mails are periodically downloaded (at the specified frequency - /f=hh:mm:ss) and handed over to the PI_UFL parsing engine for processing. The processed e-Mails are then deleted from the POP3 server. The POP3 Plug-In allows for forwarding the downloaded e-Mails to the specified SMTP server. Note: The POP3 PlugIn works over a TCP/IP connection using TCP port 110. Communication over the SSL (Secure Socket Layer) on an alternate port 995 (also known as POP3S) is not supported. Note: All operations and evaluations PI_UFL interface performs are CASE INSENSITIVE! The exceptions to this rule are timestamp formats (shown in Table 5 in chapter describing the Field(n).Format) and pattern based extractions, see sections MSG(n).Filter , Data Extraction. Universal File and Stream Loader Interface to the PI System 13 13 Principles of Operation Use of PI SDK The scope of tasks PI_UFL interface does is wide; for some features it also requires functionality implemented in PI SDK. The interface therefore maintains two links to the PI Server – one based on PI API, the other on PI SDK. Following are the tasks the PI SDK is used for: 1) Automatic point and digital set(s) and digital state(s) creation. That is, if a non-existing PI tag-name arrives (in the data file) or a digital tag that does not have the given state in its state table, PI SDK is used to create these objects automatically. 2) Writing to PI annotations. Next to the value and status, the PI_UFL allows sending the annotations to PI tags. For more information about both above mentioned features, see appropriate section in chapter Configuration File. Note: Use of PI SDK requires the PI Known Server’s Table contains the PI Server name the interface connects to. Note: The PI SDK link (connection) is created only when needed. If StoreInPI() with the Annotation argument is not used nor is the EPC (Enable Point Creation) keyword specified, the interface will only establish a PI API connection. 14 Performance Considerations Especially in scenarios where PI_UFL is used for extracting data from text files (potentially big bulk-loads), the interface performance (ratio how many events can be sent to PI Archive per second) plays an important role. Moreover, thanks to the overall interface flexibility and configuration richness, it is essential not only to know how many events the interface can send to PI per second, but also which parameters have considerable impact onto the performance. The table below lists the above mentioned ratios as well as it depicts which parameters are relevant. Note: As benchmarking is always influenced by many aspects, please treat the performance numbers just for “reference and orientation purposes” PI Server (version 3.4): Dual CPU Intel Xeon 3 GHz, 3GB RAM Interface Node: Dual Core Intel 2.13 GHz, 1GB RAM The destination Float32 PI point had exception and compression switched off. Data sent through: StoreInPI() does NOT contain the annotation parameter. StoreInPI() contains the annotation parameter. PI Archive rate PI_UFL Interface configured with the /LB start-up parameter PI Archive rate PI_UFL Interface configured with the /Q start-up parameter Interface on PI Server: 8000 events/second Interface on PI Server: 10000 events/second Interface on a separate node: 10000 events/second Interface on a separate node: 10000 events/second Interface on PI Server: 2000 events/second Interface on PI Server: 850 events/second Interface on a separate node: 2400 events/second Interface on a separate node: 800 events/second Table 1. PI_UFL StoreInPI()1) ratios (the numbers are for version PI_UFL 3.0.2x) 1 ) See the description of the StoreInPI() and the /LB start-up parameter further on in this manual. Universal File and Stream Loader Interface to the PI System 15 15 Installation Checklist If you are familiar with running PI data collection interface programs, this checklist helps you get the Interface running. If you are not familiar with PI interfaces, return to this section after reading the rest of the manual in detail. This checklist summarizes the steps for installing this Interface. You need not perform a given task if you have already done so as part of the installation of another interface. For example, you only have to configure one instance of Buffering for every interface that runs on an Interface Node. The Data Collection Steps below are required. Interface Diagnostics and Advanced Interface Features are optional. Data Collection Steps 1. Confirm that you can use PI SMT to configure the PI Server. You need not run PI SMT on the same computer on which you run this Interface. 2. If you are running the Interface on an Interface Node, edit the PI Server's Trust Table to allow the Interface to write data. 3. Run the installation kit for PI Interface Configuration Utility (ICU) on the interface node. This kit runs the PI SDK installation kit, which installs both the PI API and the PI SDK. 4. Run the installation kit for this Interface. 5. If you are running the Interface on an Interface Node, check the computer's time zone properties. An improper time zone configuration can cause the PI Server to reject the data that this Interface writes. 6. Configure the Interface startup file (typically named PI_UFL.bat) 7. Configure the Interface configuration .ini file 8. If you will use digital points, define the appropriate digital state sets. 9. Build input tags and, if desired, output tags for this Interface. Important point attributes and their use are: Location1 is not used Location2 is not used Location3 is not used Location4 is the scan class. Location5 specifies if exception reporting is used ExDesc is not used. Convers defines the coefficient that multiplies the PI numeric tags. InstrumentTag defines the TagName alias. PointSource defines the PI points that are loaded at interface startup 10. Start the Interface interactively and confirm its successful connection to the PI Server without buffering. 11. Confirm that the Interface collects data successfully. Universal File and Stream Loader Interface to the PI System 17 Installation Checklist 12. Configure the Interface to run as a Service. Confirm that the Interface runs properly as a Service. 13. Restart the Interface Node and confirm that the Interface restarts. Interface Diagnostics 1. Install and configure the Interface Status Utility on the PI Server Node. 2. Configure the Interface Status point. 18 Interface Installation Interface on PI API Nodes OSIsoft recommends that interfaces should be installed on PI Interface nodes instead of directly on the PI Server node (as automatic services). PI Interface node is any node on the network other than the PI Server node, where the PI Application Programming Interface (PI API) has been installed (see the PI API Installation Instructions manual). With this approach, the PI Server does not need to compete (with interfaces) for the machine’s resources. The primary function of the PI Server is to archive data and to service clients that request data. On the PI API nodes, OSIsoft’s interfaces are usually installed along with the buffering service (see chapter Buffering later on in this manual). Interface on PI Server Nodes The installation/configuration guidelines are slightly different if an interface is installed on the PI Server node. In this case, the typical procedure is to install the PI Server as automatic services and interfaces as a manual service that is launched by the site-specific command files when the PI Server is started (see commands pisrvsitestart.bat and pisrvsitestop.bat in the PI Data Archive Manual). This scenario (Interface on PI Server Nodes) also assumes that the buffering is NOT enabled on the PI Server node. Nevertheless, refer to the Note above as far as the buffering service is concerned.. Naming Conventions and Requirements In the installation procedure below, it is assumed that the name of the interface executable is PI_UFL.exe and that the startup command file is called PI_UFL.bat. It is customary for the user to rename the executable and the startup command file when multiple copies of the interface are run. For example, one would typically use PI_UFL1.exe and PI_UFL1.bat for interface number 1, PI_UFL2.exe and PI_UFL2.bat for interface number 2, and so on. When an interface is run as a service, the executable and the command file must have the same root name because the service looks for its command-line parameters in a file that has such a name. Note: The interface is installed along with the .pdb file (file containing the debug information). If you rename the PI_UFL.exe to PI_UFL1.exe, you also have to create/rename the corresponding .pdb file. That is for example, PI_UFL.pdb to PI_UFL1.pdb Interface Directories PIHOME Directory Tree The PIHOME directory tree is defined by the PIHOME entry in the pipc.ini configuration file. This pipc.ini file is an ASCII text file, which is located in the %windir% directory. A typical pipc.ini file contains the following lines: Universal File and Stream Loader Interface to the PI System 19 Interface Installation [PIPC] PIHOME=c:\PIPC The above lines define the \PIPC directory as the root of the PIHOME directory tree on the C: drive. OSIsoft recommends using \PIPC as the root directory name. The PIHOME directory does not need to be on the C: drive. Interface Installation Directory The interface install kit will automatically install the interface to: PIHOME\Interfaces\PI_UFL\ PIHOME is defined in the pipc.ini file. Interface Installation Procedure The PI_UFL interface setup program uses the services of the Microsoft Windows Installer. Windows Installer is a standard part of Windows 2000. To install, run the PI_UFL_x.x.x.x.exe installation kit. Note: If the interface cannot be started interactively, one will usually not be able to run the interface as a service either. It is easier to debug the interactively started processes because all error messages are echoed directly to the screen. Once the interface does successfully run interactively, one can try to run it as a service by following the instructions below. The PI_UFL Interface service can be created, either with the PI Interface Configuration Utility, or can be created manually. Next sections have more information: 20 Installing Interface Service with PI ICU The PI Interface Configuration Utility provides a user interface for creating, editing, and deleting the interface service. Even though the PI UFL interface does not have an ICU control, the ICU is still useful in configuring the interface. Service Configuration Service name The Service name box shows the name of the current interface service. This service name is obtained from the interface executable. ID This is the service id used to distinguish multiple instances of the same interface using the same executable. Display name The Display Name text box shows the current Display Name of the interface service. If there is currently no service for the selected interface, the default Display Name is the service name with a “PI-” prefix. Users may specify a different Display Name. OSIsoft suggests that the prefix “PI-” be appended to the beginning of the interface to indicate that the service is part of the OSIsoft suite of products. Log on as The Log on as text box shows the current “Log on as” Windows User Account of the interface service. If the service is configured to use the Local System account, the Log Universal File and Stream Loader Interface to the PI System 21 21 Interface Installation on as text box will show “LocalSystem.” Users may specify a different Windows User account for the service to use. Password If a Windows User account is entered in the Log on as text box, then a password must be provided in the Password text box, unless the account requires no password. Confirm Password If a password is entered in the Password text box, then it must be confirmed in the Confirm Password text box. Startup Type The Startup Type indicates whether the interface service will start automatically or needs to be started manually on reboot. If the Auto option is selected, the service will be installed to start automatically when the machine reboots. If the Manual option is selected, the interface service will not start on reboot, but will require someone to manually start the service. If the Disabled option is selected, the service will not start at all. Generally, interface services are set to start automatically. Dependencies The Installed services list is a list of the services currently installed on this machine. Services upon which this Interface is dependent should be moved into the Dependencies list using the button. For example, if PI API Buffering is running, then “bufserv” should be selected from the list at the right and added to the list on the left. To remove a service from the list of dependencies, use the removed from the “Dependencies” list. button, and the service name will be When the PI Interface is started (as a service), the services listed in the dependency list will be verified as running (or an attempt will be made to start them). If the dependent service(s) cannot be started for any reason, then the PI interface service will not run. Note: Please see the PI Log and Operating System Event Logger for messages that may indicate the cause for any server not running as expected. - Add Button To add a dependency from the list of Installed services, select the dependency name, and click the Add button. - Remove Button To remove a selected dependency, highlight the service name in the Dependencies list, and click the Remove button. The full name of the service selected in the Installed services list is displayed below the Installed services list box. 22 Create The Create button adds the displayed service with the specified Dependencies and with the specified Startup Type. Remove The Remove button removes the displayed service. If the service is not currently installed, or if the service is currently running, this button will be grayed out. Start or Stop Service To Start or Stop an interface service, use the Start button and a Stop button on the ICU toolbar. If this interface service is not currently installed, these buttons will remain grayed out until the service is added. If this interface service is running, the Stop button is available. If this service is not running, the Start button is available. The status of the Interface service is indicated in the lower portion of the PI ICU dialog. Status of the ICU Status of the Interface Service Service installed or uninstalled Installing Interface Service Manually Help for installing the interface as a service is available at any time with the command: PI_UFL.exe –help or PI_UFL.exe –? Change to the directory where the PI_UFL.exe executable is located. Then, consult the following table to determine the appropriate service installation command . Windows Service Installation Commands on a PI Interface node or a PI Server node WITH Bufserv implemented Manual service PI_UFL.exe –install –depend "tcpip bufserv" Automatic service PI_UFL.exe –install –auto –depend "tcpip bufserv" Automatic service with service id PI_UFL.exe –serviceid x –install –auto –depend “bufserv” –display “PI_UFL” Windows Service Installation Commands on a PI Interface node or a PI Server node WITHOUT Bufserv implemented Manual service PI_UFL.exe –install –depend tcpip Automatic service PI_UFL.exe –install –auto –depend tcpip Automatic service with service id PI_UFL.exe –serviceid x –install –auto –display “PI_UFL” Universal File and Stream Loader Interface to the PI System 23 23 Interface Installation Check the Microsoft Windows services control panel to verify that the service was added successfully. The services control panel can be used at any time to change the interface from an automatic service to a manual service or vice versa. 24 Digital States For more information regarding Digital States, refer to the PI Server documentation. Digital State Sets PI digital states are discrete values represented by strings. These strings are organized in PI as digital state sets. Each digital state set is a user-defined list of strings, enumerated from 0 to n to represent different values of discrete data. For more information about PI digital tags and editing digital state sets, see the PI Server manuals. An interface point that contains discrete data can be stored in PI as a digital tag. A Digital tag associates discrete data with a digital state set, as specified by the user. System Digital State Set Similar to the 'ordinary' digital state sets, each PI Server always contains one digital state set with the name System. This set is used by all PI tags, regardless of the tag’s data type. For example, if the interface receives an 'unexpected value' from the data source, it usually uses the System’s digital state 'Bad Input' to indicate the event at a particular time is not valid. Digital States 193-320 are reserved for OSIsoft applications. For more information related to the PI digital sets, refer to the PI Data Archive Manuals. PI_UFL Interface and Digital States The PI_UFL interface uses the /des=# startup parameter, where # is the number from the PI System digital set in case it is NOT possible to translate a string into the particular digital state (e.g. the arrived string does not exist in the corresponding digital set). Note: Next to the dynamic tag creation, the interface is also able to dynamically extend the digital sets (that means, it will automatically add new digital states at run-time). See section [MSG] later in the manual. Universal File and Stream Loader Interface to the PI System 25 PointSource PI_UFL differentiates from other OSISoft interfaces in its ability to operate on all tags that exist in the PI Point database. Moreover, the interface dynamically creates PI tags as it encounters a TagName that cannot be located in the PI Point database; more about creating points can be found in chapter [MSG] later in the manual. At the beginning of this document, in chapter Principles of Operation, it was shortly described how the interface behaves in relation to the startup parameters /ps and /tm. Both are meant to optimize the runtime performance in terms of minimizing the access to the PI Point database as well as they restrict sending data to the specified tags. Note: As the interface maintains its internal cache of TagNames, which consists of names that were already used in data files, the run-time performance overhead stemming from accessing the PI point database is not that significant and the interface can easily operate without startup the parameters /ps, /tm. The PointSource is a unique string of one or more alphanumeric characters that is used to identify the PI point as a point that belongs to a particular interface. For example, the letter U may be chosen to identify points that belong to the PI_UFL Interface. To implement this, set the PointSource attribute to U for every PI Point that is configured for the PI_UFL Interface. Then, /ps=U is used on the startup command-line of the PI_UFL interface, the Interface will search the PI Point Database upon startup for every PI point that is configured with a PointSource of U. Before an interface loads a point, the interface usually performs further checks by examining additional PI point attributes to determine whether a particular point is valid for the interface. For additional information, see the /ps parameter. Case-sensitivity for PointSource Attribute The PointSource character that is supplied with the /ps command-line parameter is not case sensitive. That is, /ps=U and /ps=u are equivalent. It is only necessary to be careful with the case of the PointSource during point definition and only if the Interface will be running on a PINet node communicating to a PI Server. Reserved Point Sources Several subsystems and applications that ship with PI are associated with default PointSource characters. The Totalizer Subsystem uses the PointSource character T, the Alarm Subsystem uses G and @, Random uses R, RampSoak uses 9, and the Performance Equations Subsystem uses C. Do not use these PointSource characters or change the default point source characters for these applications. Also, if a PointSource character is not explicitly defined when creating a PI point; the point is assigned a default PointSource character of Lab (PI 3). Therefore, it would be confusing to use Lab as the PointSource character for an interface. Note: Do not use a point source character that is already associated with another interface program. However it is acceptable to use the same point source for multiple instances of an interface. Universal File and Stream Loader Interface to the PI System 27 PI Point Configuration The PI point is the basic building block for controlling data flow to and from the PI Server. A single point is configured for each measurement value that needs to be archived. Point Attributes Use the point attributes below to define the PI Point configuration for the Interface, including specifically what data to transfer. Tag The Tag attribute (or tagname) is the name for a point. There is a one-to-one correspondence between the name of a point and the point itself. Because of this relationship, PI documentation uses the terms "tag" and "point" interchangeably. Follow these rules for naming PI points: The name must be unique on the PI Server. The first character must be alphanumeric, the underscore (_), or the percent sign (%). Control characters such as linefeeds or tabs are illegal. The following characters also are illegal: * ’ ? ; { } [ ] | \ ` ‘ “ Length Depending on the version of the PI API and the PI Server, this Interface supports tags whose length is at most 255 or 1023 characters. The following table indicates the maximum length of this attribute for all the different combinations of PI API and PI Server versions. PI API PI Server Supported Length in PI_UFL i/f 1.6 or higher 3.4.370.x or higher 255 1.6 or higher Below 3.4.370.x 255 Below 1.6 3.4.370.x or higher 80 Below 1.6 Below 3.4.370.x 80 Table 2. TagName Length PointSource The PointSource is a unique, single or multi-character string that is used to identify the PI point as a point that belongs to a particular interface. For additional information, see the /ps command-line parameter and the “PointSource” section. While the PI_UFL interface may collect data without regard to the PointSource, this attribute is NOT required to be set when creating the point. However, it is recommended to assign a certain PointSource to a point that is known to receive data through the Universal File and Stream Loader Interface to the PI System 29 PI Point Configuration PI_UFL interface. For additional information, see the /ps command-line parameter described in the Command-Line Parameters section of the manual. PointType Typically, the types of values read from the data files do not need to correspond to PI point types. For example, integer values read from a file can be sent to a Float32 point or to Digital PI tags. Similarly, a float value read from a file can be sent to integer or Digital PI tags, although the values will be usually truncated. The following types are supported: float16, float32, float64, int16, int32, digital, string. For more information on the individual point types, see PI Data Archive for NT and UNIX. Note: Blob and Timestamp types are NOT supported by the PI_UFL interface! Location1 Location1 is not used by this interface. Location2 Location2 is not used by this interface. Location3 Location3 is not used by this interface. Location4 Location4 is not used by this interface. Location5 Location5 determines how the value will be sent to PI. Two modes are recognized: In-order data and Out-of-order data: In-order data: newvalue.timestamp >= prevvalue.timestamp Out-of-order data: newvalue.timestamp < prevvalue.timestamp The table below summarizes the supported options: 30 Location5 Behavior 0 In-order data - the interface does the exception reporting in the standard way. Out-of-order data is supported, but existing archive values cannot be replaced; there will be the -109 error in the pimessagelog when the same timestamp is used. Location5 Behavior 1 In-order data - the interface gives up the exception reporting each retrieved value is sent to PI; Out-of-order data - the existing archive values (same timestamps) will be replaced and new events will be inserted. For PI3.3+ servers the existing snapshot data (the current value of a tag) is replaced. For PI3.2 (or earlier) systems the snapshot values cannot be replaced. In this case the new value is added and the old value remains. Note: When there are more events in the PI archive at the same timestamp, only one event is overwritten – the first in the succession 2 If the data comes in-order - the behavior is the same as with Location5=1 Out-of-order data – values are always inserted; that is, multiple values at the same timestamp can occur. Table 3. Location5 Settings Note: Location5 is only taken into account when no /lb start-up parameter is used. If the /lb is used, the values are always stored directly in the PI archive, that is, bypassing the snapshot. See the /lb description in the Command-line Parameters section of the manual. InstrumentTag PI_UFL interface references data either by Tag or by InstrumentTag. If the InstrumentTag attribute is used, the point must belong to the point source specified through the /ps startup parameter, or the Tag must match the tag mask specified by the /tm. Length Depending on the version of the PI API and the PI Server, this Interface supports an InstrumentTag attribute whose length is at most 32 or 1023 characters. The following table indicates the maximum length of this attribute for all the different combinations of PI API and PI Server versions. PI API PI Server Supported Length in PI_UFL i/f 1.6 or higher 3.4.370.x or higher 255 1.6 or higher Below 3.4.370.x 255 Universal File and Stream Loader Interface to the PI System 31 31 PI Point Configuration PI API PI Server Supported Length in PI_UFL i/f Below 1.6 3.4.370.x or higher 32 Below 1.6 Below 3.4.370.x 32 Table 4. InstrumentTag Length Convers Coefficient applied against the value of the PI numeric tags; that is: float16, float32, float64, int16, int32. Their value is multiplied by the Convers parameter. Scan By default, the Scan attribute has a value of 1, which means that scanning is turned on for the point. Setting the scan attribute to 0 turns scanning off. If the scan attribute is 0 when the interface starts, SCAN OFF will be written to the PI point. If the scan attribute is changed from 1 to 0 while the interface is running, SCAN OFF will also be written to the PI point after the point edit is detected by the interface. There is one other situation, which is independent of the Scan attribute, where the interface will write SCAN OFF to a PI point. If a point that is currently loaded by the interface is edited so that the point is no longer valid for the interface, the point will be removed from the interface, and SCAN OFF will be written to the point. For example, if the Point Source of a PI point that is currently loaded by the interface is changed, the point will be removed from the interface and SCAN OFF will be written to the point. Shutdown The shutdown attribute is used only if the server node is a PI 3 system. The Shutdown attribute is 1 (true) by default. The default behavior of the PI Shutdown subsystem is to write the SHUTDOWN digital state to all PI points when PI is started. The timestamp that is used for the SHUTDOWN events is retrieved from a file that is updated by the Snapshot Subsystem. The timestamp is usually updated every 15 minutes, which means that the timestamp for the SHUTDOWN events will be accurate to within 15 minutes in the event of a power failure. For additional information on shutdown events, refer to PI Data Archive for NT and UNIX. One can disable SHUTDOWN events from being written to PI when PI is restarted by setting the Shutdown attribute to 0 for each point. Alternatively, one can change the default behavior of the PI Shutdown Subsystem to write SHUTDOWN events only for PI points that have their Shutdown attribute set to 0. To change the default behavior, edit the \PI\dat\Shutdown.dat file, as discussed in PI Data Archive for NT and UNIX. Note: It is undesirable to write shutdown events when bufserv is being used. Bufserv is a utility program that provides the capability to store and forward events to a PI Server, allowing continuous data collection when the Server is down for maintenance, upgrades, backups, and unexpected failures. That is, when PI is shut down, bufserv will continue to collect data for the interface, making it undesirable to write SHUTDOWN events to the PI points for this interface. 32 Output Points This Interface does not support Output Points. Universal File and Stream Loader Interface to the PI System 33 33 Configuration File PI_UFL interface uses the configuration file to describe how to interpret the individual input files. The configuration file is referenced by the mandatory startup parameter /cf=full_path. Its content is divided into sections (enclosed in square brackets) and each section can contain any number of parameters (parameters begin with a key, followed by the equals sign and a value) underneath. The configuration file thus resembles the structure of a standard Windows INI file2). Refer to Appendices B-D for configuration examples and further discussion. Configuration files examples, data files examples and batch startup files are also included with this interface in the directories PIHOME\Interfaces\PI_UFL\Examples and PIHOME\Interfaces\ PI_UFL\Examples\Data\). In the following paragraphs we will discuss the individual sections and key definitions in detail: General As stated in the Terminology In order to understand this interface manual, you should be familiar with the terminology used in this document. Buffering Buffering refers to an Interface Node's ability to store temporarily the data that interfaces collect and to forward these data to the appropriate PI Servers. N-Way Buffering If you have PI Servers that are part of a PI Collective, PIBufss supports n-way buffering. N-way buffering refers to the ability of a buffering application to send the same data to each of the PI Servers in a PI Collective. (Bufserv also supports n-way buffering to multiple PI Server however it does not guarantee identical archive records since point compressions specs could be different between PI Servers. With this in mind, OSIsoft recommends that you run PIBufss instead.) ICU ICU refers to the PI Interface Configuration Utility. The ICU is the primary application that you use in order to configure and run PI interface programs. You must install the ICU on the same computer on which an interface runs. A single copy of the ICU manages all of the interfaces on a particular computer. You can configure and run an interface by editing a startup command file. However, OSIsoft discourages this approach. Instead, OSIsoft strongly recommends that you use the ICU for interface management tasks. Interface Node An Interface Node is a computer on which 2 ) http://en.wikipedia.org/wiki/INI_file Universal File and Stream Loader Interface to the PI System xxxv Terminology the PI API and/or PI SDK are installed, and PI Server programs are not installed. PI API The PI API is a library of functions that allow applications to communicate and exchange data with the PI Server. All PI interfaces use the PI API. PI Collective A PI Collective is two or more replicated PI Servers that collect data concurrently. Collectives are part of the High Availability environment. When the primary PI Server in a collective becomes unavailable, a secondary collective member node seamlessly continues to collect and provide data access to your PI clients. PIHOME PIHOME refers to the directory that is the common location for PI client applications. A typical PIHOME is C:\Program Files\PIPC. PI interfaces reside in a subdirectory of the Interfaces directory under PIHOME. For example, files for the Modbus Ethernet Interface are in C:\Program Files\PIPC\Interfaces\ModbusE. This document uses [PIHOME] as an abbreviation for the complete PIHOME directory. For example, ICU files in [PIHOME]\ICU. PI SDK The PI SDK is a library of functions that allow applications to communicate and exchange data with the PI Server. Some PI interfaces, in addition to using the PI API, require the use of the PI SDK. PI Server Node A PI Server Node is a computer on which PI Server programs are installed. The PI Server runs on the PI Server Node. PI SMT PI SMT refers to PI System Management Tools. PI SMT is the program that you use for configuring PI Servers. A single copy of PI SMT manages multiple PI Servers. PI SMT runs on either a PI Server Node or a PI Interface Node. pipc.log The pipc.log file is the file to which OSIsoft applications write informational and error messages. While a PI interface runs, it writes to the pipc.log file. The ICU allows easy access to the pipc.log. Point The PI point is the basic building block for controlling data flow to and from the PI Server. For a given timestamp, a PI point holds a single value. A PI point does not necessarily correspond to a "point" on the foreign device. For example, a single "point" on the foreign device can consist of a set point, a process value, an alarm limit, and a discrete value. These four pieces of information require four separate PI points. xxxvi Service A Service is a Windows program that runs without user interaction. A Service continues to run after you have logged off from Windows. It has the ability to start up when the computer itself starts up. The ICU allows you to configure a PI interface to run as a Service. Tag (Input Tag and Output Tag) The tag attribute of a PI point is the name of the PI point. There is a one-to-one correspondence between the name of a point and the point itself. Because of this relationship, PI System documentation uses the terms "tag" and "point" interchangeably. Interfaces read values from a device and write these values to an Input Tag. Interfaces use an Output Tag to write a value to the device. Universal File and Stream Loader Interface to the PI System xxxviixxxvii Introduction chapter, the configuration file allows the interface to process a variety of ASCII patterns. Examples are comma separated (csv) files, data files with tabular content, inputs with (simple) XML structures, ASCII streams from serial ports, etc. The interface design assumes the input streams must have a coherent and consistent structure that can be described by means of the configuration file. A repeating part of the input stream is a message; if a particular message is recognized, it is assigned a certain message type. Such a message is further on divided into (one or more) fields, which must be sufficiently described so that the interface can treat them as variables; that is, variables need a data type (DateTime, String, Number,..); some also need a format (e.g. DateTime). For example, a field that contains a date/time string needs further information that tells the interface how to transform this string pattern into a valid timestamp. All these declarations and format specifications must be stated in the configuration file. Besides the data extraction directives, the configuration file contains additional (optional) sections that influence the interface behavior; e.g., definition of the line termination characters, interface logging, etc. All the configuration file sections and their keywords are detailed in this chapter and more complex examples (with detailed description how the interface processes them) can be found in the appendices to this document. Comments Both, comment lines and blank lines can be included in a configuration file. Such comment lines placed in the configuration file are there for the benefit of the person doing the configuration, and for other people who might examine the file later. The PI_UFL interface ignores both, blank lines as well as all characters following a comment character on a line (comment characters within a string, double quotes, are ignored) through the line end. The comment character is the apostrophe ' (ASCII code: 39). Example of Comment Lines '----------------------------------------------------------------' Get QUANTITY DETAILS '----------------------------------------------------------------' ' ' ' ' ' QTY+46:-140:KWH ¦-'¦--'¦--'¦--' ¦ ¦ ¦ +> Units, KWH ¦ ¦ +> actual quantity ¦ +> Delivered quantity code +> QUANTITY DETAILS Line Continuation Data in the configuration file can be split over several lines. For this purpose, the line continuation character _ (underscore, ASCII code: 95) must be used. Example of Line Continuation message1.filter = C1=="Line containing *" And _ C56=="DateTime*" Universal File and Stream Loader Interface to the PI System 39 Interface Diagnostics Configuration The following paragraphs will give a detailed overview of the individual sections and keywords the INI file consists of: [INTERFACE] PI_UFL interface has a modular design. It consists of a generic frame, responsible for parsing the ASCII data patterns and stream handling and of a module that takes care of communication with the PI Server. In addition, the modules for accessing the individual data sources (ASCII files, serial ports,..) are implemented in separate Dynamically Linked Libraries (DLLs). In the [INTERFACE] section of the configuration file, one has to specify the appropriate DLL name, which contains the logic for communication with the given data source. The individual keywords are listed below. In its basic configuration, PI_UFL interface is shipped with three DLLs. One allows communication with ASCII files (ASCIIFiles.dll), the second one allows communication with serial ports (Serial.dll) and downloading e-Mails from POP3 servers is implemented in (POP3.DLL). The following keyword is recognized: PLUG-IN One instance of the interface can only talk to one data source. That means, the interface either scans a directory looking for the ASCII files of the given pattern, or it communicates with (one) serial port or POP3 server. Default setting is ASCIIFiles.dll. Plug-In Example: Plug-In = ASCIIFiles.dll Note: The specified DLL has to be in the same directory as the PI_UFL.EXE [PLUG-IN] – ASCII Files This section gives additional information that is specific to a data source. The following keywords are used to read and extract the content of ASCII files: ERR File extension in case of an error. Any run-time problem, like a file cannot be open, read or renamed, will cause the interface marks the data file with the specified suffix. Err Example: Err = BAD The default error suffix is ERR. IFM Input File Mask. The keyword points to a directory with data files. The file name pattern can contain the wild-card character * , or be without it. Examples below show some of the supported constructs: 40 Example Ifm Ifm = C:\PIPC\Interfaces\PI_UFL\Data\data.txt ' or Ifm = C:\PIPC\Interfaces\PI_UFL\Data\data*.txt ' or Ifm = \\computerName\shareName\PIPC\Interfaces\PI_UFL\Data\*.txt Note: This keyword is mandatory. Note: One interface instance can scan files in only one directory! IFS Input File Sort. The order of the data files can be changed by the IFS keyword. The interface can read the data files sorted according to: Creation date (default) IFS=C Modification date IFS=M File Name IFS=N Ifs Example: Ifs = N PFN Prepend File Name. If this keyword is present, the PlugIn will add the filename as the first line read. (The filename is included as the first line in the read stream. The data file is not edited.)For better filtering of such line, the filename can be prefixed with the specified string pattern. See the keyword Pfn_Prefix below. Default value is false. Pfn Example: ' Data File Name: Data.txt ' ' UFL_Tag1, 01-Feb-2007 15 ' UFL_Tag2, 01-Feb-2007 15 ' … ' The interface will get : ' Data.txt ' UFL_Tag1, 01-Feb-2007 15 ' UFL_Tag2, 01-Feb-2007 15 ' … Pfn = true :00 :00, 123 :00 :00, 456 :00 :00, 123 :00 :00, 456 Universal File and Stream Loader Interface to the PI System 41 41 Interface Diagnostics Configuration PFN_PREFIX This may be useful when the filename is included with the PFN keyword. It may be of use to add a prefix to distinguish the filename line from the other lines in the data file. Default value is FileName> Pfn_Prefix Example: ' Data File Name: Data.txt ' … ' The interface will get : ' FileName>Data.txt ' … Pfn_Prefix = FileName> PURGETIME Purge Time. Specify the amount of time to wait before purging processed data files. The time specified is relative to the current (local) time on the interface node and is compared against the to-be-purged file processed time. Default – one day – 1d. The minimum value is 1s (one second). There is no maximum value. The other recognized patterns are: #s – number of seconds #m – number of minutes #h – number of hours #d – number of days Purgetime Example: Purgetime = 10m Note: Only those renamed files that were processed without any error will be purged. That is, if the file is renamed with the suffix specified via the ERR keyword, it will NOT be purged! NEWLINE By default, a stream is read until the carriage return–linefeed (CRLF, ASCII codes: 13 and 10) - the default line termination for ASCII files is encountered. However, it is useful to have the possibility to specify 'whatever' marker for the line end. The NEWLINE keyword allows the user to specify a different set of line-end character(s): NewLine Example: NEWLINE ' or = "event end>" NEWLINE = "STOP" OR "END" OR "EndOfLine" ' or NEWLINE = 39,62 ' or NEWLINE = 13,10 OR 83,84,79,80 42 The following rules apply: The NEWLINE keyword is followed by one or more characters (characters can be enclosed in double quotes). The combination of all specified characters is then interpreted as the line end. Multiple OR-ed strings (enclosed in double quotes) The string comparisons are case SENSITIVE. Numbers are interpreted as ASCII codes separated by commas. Between commas, there cannot be any whitespaces. Multiple successions of ASCII codes (comma separated). Successions can be OR-ed It is not possible to combine the characters and ASCII codes; that is, the following definition is NOT valid: NEWLINE = "event end> 13,10" The default is CRLF; that is: 13,10 The specified (line-end) characters are excluded from the message. This way it is possible to configure the non-printable characters or characters that have a special meaning, like a white space, a single quote ('), etc. Note: See Appendix G ASCII Codes Supported for a list of supported ASCII codes. Note: The maximum line length supported by PI_UFL interface is 10K (10240) characters! REN File extension in case of successful file read. After the file is read, it thus gets this defined suffix. In addition, the original filename is suffixed with the time of reading; that is, local time when the file was processed by the interface. The default suffix is _OK. This time format is not configurable by the user. Ren Example: Ren = SUCC 'The original file, e.g. data.txt is thus renamed to 'data_20-Jan-2007_10-10-41.416.SUCC WORDWRAP Defines the fixed line size. If defined, it has higher priority than NEWLINE; WordWrap Example: ' ' ' ' ' ' ' Data file content: TagName1 1 TagName2 2 TagName3 3 TagName4 4 Lines recognized using WORDWRAP=11: TagName1 1 TagName2 2 TagName3 3 Universal File and Stream Loader Interface to the PI System 43 43 Interface Diagnostics Configuration ' TagName4 4 WORDWRAP = 11 Note: The maximum line length is 10K (10240) characters. Any attempt to define bigger WORDWRAP will end up with WORDWRAP=10240. [PLUG-IN] – Serial Port In case the Serial.dll is specified in the [INTERFACE] section, the following keywords are used to configure the specified serial port (RS 232) on the interface node. BITS Number of bits. Acceptable values: 4,5,6,7,8 Default value is 8. Bits Example: Bits = 8 COM The serial port number; default value is 1. Com Example: Com = 1 COMDATA Full path to a file storing raw data read from the serial port. When this parameter is specified, the interface stores all incoming characters from the serial port to a file. This is mostly useful for verification and troubleshooting purposes. ComData Example: ComData = c:\PIPC\Interfaces\PI_UFL\Logs\rawdata.txt NEWLINE See the NEWLINE description in chapter [PLUG-IN] – ASCII Files. Note: The NEWLINE does NOT support the ORs for the Serial Port PlugIn. Default value is CRLF; that is: 13,10 44 NewLine Example: NEWLINE ' or = "event end>" NEWLINE = 13 PARITY Parity. Acceptable patterns are: EVEN ODD NO MARK SPACE Default value is NO. Parity Example: Parity = even SPEED Baud Speed. Default value is 9600. Speed Example: Speed = 9600 STOPBITS Number of stop-bits. Acceptable values and matching: 0 = 1 stop bit 1 = 1.5 stop bit 2 = 2 stop bits Default value is 0. StopBits Example: StopBits = 0 Note: In case the Serial Port PlugIn fails to initialize, the interface prints the relevant error codes in the specified OUTPUT file. These errors are Microsoft Windows system error codes and their list can be found on Microsoft support Web sites (search for the results of the Windows function call GetLastError()). Because the number of possible errors is big, we list just a few that occur most often: 2 – The system cannot find the file specified - the specified serial port probably does not exist. 5 - Access denied – the specified serial port is probably used by some other driver. 87 – The parameter is incorrect – one of the port parameters is not properly specified. Universal File and Stream Loader Interface to the PI System 45 45 Interface Diagnostics Configuration [PLUG-IN] – POP3 Principles of Operation The POP3 Plug-in allows connecting to a specified POP3 server and periodically reading e-Mails, which were sent to the specified user. The e-Mails can contain attachments, but both – the e-Mail body as well as attachments, must be ASCII text. The Plug-in supports e-Mails that comply with MIME format (http://en.wikipedia.org/wiki/MIME). After processing, the e-Mails are deleted from the POP3 server. However, there is a backup option available. Note: The POP3 PlugIn works over a TCP/IP connection using TCP port 110. Communication over the SSL (Secure Socket Layer) on an alternate port 995 (also known as POP3S) is not supported. If the POP3.dll is specified in the [INTERFACE] section, the following keywords are used to configure reading from the POP3 mail server. POP3_SERVER Address of the POP3 server. You must specify either the direct IP address or the name of the POP3 server. Default value is localhost. Example: POP3_Server = mail.osisoft.com POP3_PORT Specify the Port number of the POP3 server. Default value is 110. Example: POP3_Port = 110 POP3_USER E-Mail account / User name on the POP3 server. Note: This keyword is mandatory. Example: POP3_User = ufl POP3_PASSWORD Specify the password for the given POP3 user. Example: POP3_Password = LetMeGo2PI 46 Note: The interface must be run in interactive mode in order to input the password and store it in the encrypted form. This encrypted password is persisted in the directory where the interface’s INI file is located and the name of the file is POP3.PWD. In case such a file exists, and there is no password defined in the INI file, the interface takes the password from this file. This allows starting the interface as a Windows service without the necessity to specify the POP3 password in the INI file. Figure 3. Entering the POP3 Password in Interactive Mode. SMTP_SERVER Address of the SMTP server which is then used to optionally forward incoming e-Mails. Here you either specify the direct IP address or the name of the SMTP server. See the FORWARD_TO description for more details. Default value is the specified POP3 server. Example: SMTP_Server = mail.osisoft.com SMTP_PORT Specify the port number of the SMTP server. Default value is 25. Example: SMTP_Port = 25 FORWARD_TO Optionally specify a backup e-Mail address. This may be useful when e-Mails need to be available after being processed or in case of errors. Universal File and Stream Loader Interface to the PI System 47 47 Interface Diagnostics Configuration When the keyword (FORWARD_TO) is NOT specified, all E-Mails (for the specified user, see the keyword POP3_USER in this section) will be read, their content parsed by the interface and consequently deleted from the specified POP3 server. With FORWARD_TO specifying a concrete e-Mail address, the content of the e-Mail (including the content of the attachments) is forwarded to this specified address. The SMTP server and port number (through which the e-Mail is forwarded) are specified through keywords SMTP_SERVER and SMTP_PORT. Default is no forwarding. Example: Forward_To = uflBackup@osisoft.com FILTER_FROM This keyword causes the E-Mails from specified address(es) to be processed. E-Mails from other sources will be ignored (but optionally forwarded to the backup address). If more addresses are needed, they have to be divided by semicolons. In case this keyword is not present, all e-Mails (for the specified user, see the keyword POP3_USER in this section) will be examined by the interface. Example: Filter_From = me@plant1.com;lab@plant1.com Note: Even if these E-Mail(s) are not processed, they will be deleted. 48 MAIL_FROM Prepend From. The address from which the e-Mail arrived will be prepended at the beginning of the E-Mail. Default value is True. Example: ' E-Mail lines will begin with ' [From]:mail4ufl@osisoft.com ' … Mail_From = True FROM_PREFIX This may be useful when the E-Mail “From” is included with the MAIL_FROM keyword to distinguish the “From” entry from the other lines in the E-Mail. Default value is [From]: Example: ' E-Mail lines will begin with ' [Message From]:mail4ufl@osisoft.com ' … From_Prefix = [Message From]: MAIL_DATE Prepend Date. The date, when the E-Mail was sent will be prepended at the beginning of the e-Mail. Default value is True. Example: ' E-Mail lines will begin with ' [Date]:Thu, 15 May 2008 07:16:40 +0200 ' … Mail_Date = True DATE_PREFIX This may be useful when the e-Mail Date is included with the MAIL_DATE keyword to distinguish the Date entry from the other lines in the e-Mail. Default value is [Date]: Example: ' E-Mail lines will begin with ' [Message Date]:Thu, 15 May 2008 07:16:40 +0200 ' … Date_Prefix = [Message Date]: MAIL_SUBJECT Prepend Subject. The e-Mail Subject will be prepended at the beginning of the e-Mail. Universal File and Stream Loader Interface to the PI System 49 49 Interface Diagnostics Configuration Default value is True. Example: ' E-Mail lines will begin with ' [Subject]:4ufl ' … Mail_Subject = True SUBJECT_PREFIX This may be useful when the e-Mail “Subject” is included with the MAIL_SUBJECT keyword to distinguish the “Subject” entry from the other lines in the e-Mail. Default value is [Subject]: Example: ' E-Mail lines will begin with ' [Message Subject]:4ufl ' … Subject_Prefix = [Message Subject]: MAIL_BODY If set to false, the Plug-in will not take the e-Mail text lines and will thus not send them to the interface for parsing. Default value is True. Example: Mail_Body = True BODY_PREFIX This may be useful when the keyword MAIL_BODY is True. Default value is [Body]: Example: ' E-Mail lines will begin with ' [Message Body]: ' 4ufl ' … Body_Prefix = [Message Body]: MAIL_ATTACHMENT If set to false, the Plug-in will not read the attachments and will not send the attachmentcontent to the interface for parsing. Default value is True. Example: Mail_Attachment = True 50 ATTACHMENT_PREFIX This may be useful when the keyword MAIL_ATTACHMENT is True. Default value is [Attachment]: Example: ' E-Mail lines will begin with ' [Message Attachment]: ' 4ufl ' … Attachment_Prefix = [Message Attachment]: PFN Prepend File Name. When set to True, the name of the attachment will be included as a separate line, the first line of the attachment content. Default value is False. PFN Example: ' Attachment File Name: attachedfile.txt ' … ' [FileName]:attachedfile.txt ' first line ' … PFN = True PFN_PREFIX This may be useful when the attached filename is included with the PFN keyword. It may be of use to add a prefix to distinguish the filename line from the other lines in the attached file. Default value is [FileName]: Pfn_Prefix Example: ' Attachment File Name: attachedfile.txt ' … ' [Attached File Name]:attachedfile.txt ' first line ' … PFN_Prefix = [Attached File Name]: Universal File and Stream Loader Interface to the PI System 51 51 Interface Diagnostics Configuration [SETTING] This section is intended for various (generic) settings which are NOT data-sourcespecific. The following keywords are recognized: DEB Debug level. The interface maintains its own log file, where it redirects all kinds of messages – errors, as well as debug, or information messages (see the description of the OUTPUT keyword below). The higher the debug level the more detailed is the printout. The following table summarizes what is covered by individual levels: DeBug Level Meaning 0 Default No debug output. 1 Tasks that are normally performed once; e.g. startup and shutdown messages, points added into the interface’s cache, etc. 2 Same as 1, but with more details. 3 Tasks that are performed regularly; with deb=3, the interface will e.g. print out (raw) data, extracted from the data streams. Raw data obtained from the Plug-In; 4 Tasks that are performed regularly; with deb=4, the interface will e.g. print out data before sending it to PI. 5 High level of reporting; e.g. read scan cycles start and end times; interface internal cache refresh cycles starts and ends times, etc. 6 The most detailed level of reporting, including raw data lines read by Plug-In (before sending them to the main interface frame). Table 5. PI_UFL Interface Debug Levels Note: The debug levels are cumulative; that is, the higher levels contain the info covered by the lover levels. In case the OUTPUT keyword is omitted, the printout is redirected to the pipc.log located in the \PIPC\DAT directory. Deb Example: Deb = 4 MAXLOG Maximum number of renamed output files in the output directory. If this parameter is not specified, the interface will NOT purge the output files. Maxlog Example: Maxlog = 10 MAXLOGSIZE Maximum size of the log file in KB. If this parameter is not specified, the default maxlogsize is 2 GB (2,097,152 KB). 52 MaxLogSize Example: MaxLogSize = 10240 The interface will create a new log-file (during the run-time), when the size reaches the specified number of kilobytes. MSGINERROR Defines the full path to the file that keeps these messages, which have not been successfully processed by the interface. MsgInError Example: MsgInError = c:\pipc\interfaces\PI_UFL\logs\errors.txt If, for instance, a certain item (message field) could not be sent to PI, because the PI Server was not reachable, or there was a bad format recognized during parsing of the input stream, the corresponding message is appended to the aforementioned file. In addition, such a message is prefixed with the current time and the error code (in square brackets) indicating the reason of the failure. Messages in this file can be re-processed later on. Note: When no MSGINERROR keyword is used, the default error file is created in the directory where the configuration file is placed (/cf startup parameter); the default name is MsgInError.log. Note: See the /lb start-up parameter how it influences storing erroneous messages into this file. OUTPUT Defines the path to the interface specific log-file. This keyword works in conjunction with the DEB keyword. Upon startup, the interface always renames the specified log-file and creates the new one. The renaming mechanism suffixes the log-file name by the increasing ordinal number. The following example demonstrates how it works: Output Example: Output = c:\pipc\interfaces\PI_UFL\logs\PI_UFL.log Should the above directory already have the file named pi_ufl.log, the next interface start will rename it to: c:\PIPC\Interfaces\PI_UFL\logs\PI_UFL.log;1 and the next restart will rename it to .. PI_UFL.log;2 Note: When no OUTPUT keyword is used, all the messages are redirected to the pipc.log file. LOCALE Specifies how the interface transforms the string representation of numbers to the native numeric form; that is, which locale it will use. Thus, different decimal separators can be accepted. The list of all locale codes can be found at: Universal File and Stream Loader Interface to the PI System 53 53 Interface Diagnostics Configuration http://msdn2.microsoft.com/en-us/library/0h88fahh.aspx One can use the long as well as the short form, or directly through the numeric identifier (LCID) All three forms are equivalent. Following examples demonstrate it: Example Locale LOCALE = "German - Germany" or LOCALE = "de-de" or LOCALE = 1031 'long form 'short form 'LCID Note: The default Locale is English – United States. Example of the Configuration File Sections '--------------------------------------------------------------[INTERFACE] PLUG-IN = asciifiles.dll [PLUG-IN] ERR = BAD IFM = "C:\PIPC\Interfaces\PI_UFL\Data\*.txt" IFS = N PURGETIME = 10d [SETTING] DEB = 1 MAXLOG = 50 MAXLOGSIZE = 10240 MSGINERROR = c:\pipc\interfaces\PI_UFL\logs\errors.out OUTPUT = c:\pipc\interfaces\ufl\logs\pi_ufl.out LOCALE = de-de '--------------------------------------------------------------[FIELD] … 54 [FIELD] The [FIELD] section is required and specifies the fields’ data types. In the [FIELD] section, one can also name the individual fields and/or to specify their format. Note: The [FIELD] section starts the area of the Configuration File that describes the actual messages. Do not place any of the above stated sections ([INTERFACE],[PLUG-IN],[SETTING]) after the [FIELD] section! In the [FIELD] section, the following keywords are recognized: FIELD(n).Name Depending on the input stream structure, users can specify as many field definitions as necessary. Like the [MSG] section (see the [MSG] chapter below), the fields can remain unnamed (the field’s indexed is taken instead; that is, FIELD(1), FIELD(2), ..). However, it is recommended users always give the field a descriptive name and use it in all references to the particular field later on. Field(n).Name Example: FIELD(n).Name = Value1 or FIELD(n).Name = "Value 1" A valid name starts with a letter (A-Z), followed by letters, digits (0-9) or an underscore characters. Letters are NOT case sensitive and the name with spaces needs to be enclosed in double quotes. Note: Avoid any names that match the reserved keywords, like "FIELD", "MSG", “TIME”... FIELD(n).Type By default each field is of the type string. However, in certain cases, it is required the field is of certain data type. The following types are supported: String (default) Number (float type) Int32 (integer type) DateTime (Replacement for the data type Time used in PI_UFL 2.x; See chapter Interface Diagnostics Configuration The Interface Point Configuration chapter provides information on building PI points for collecting data from the device. This chapter describes the configuration of points related to interface diagnostics. The procedure for configuring interface diagnostics is not specific to this Interface. Thus, for simplicity, the instructions and screenshots that follow refer to an interface named ModbusE. Universal File and Stream Loader Interface to the PI System 55 55 Interface Diagnostics Configuration Scan Class Performance Points This interface does not support Scan Class Performance Points. Performance Counters Points Performance Counters Points are a function of UniInt. Because this interface is not UniInt based, these points are not supported. Interface Health Monitoring Points Interface Health Monitoring Points are a function of UniInt. Since this interface is not UniInt based, these points are not supported for this interface. I/O Rate Point This interface does not support an I/O Rate Point. Interface Status Point The PI Interface Status Utility (ISU) alerts you when an interface is not currently writing data to the PI Server. This situation commonly occurs if the monitored interface is running on an Interface Node, but the Interface Node cannot communicate with the PI Server; or the monitored interface is not running, but it failed to write at shutdown a System state such as Intf Shut. The ISU works by periodically looking at the timestamp of a Watchdog Tag. The Watchdog Tag is a tag whose value a monitored interface (such as this Interface) frequently updates. The Watchdog Tag has its excdev, excmin, and excmax point attributes set to 0. So, a non-changing timestamp for the Watchdog Tag indicates that the monitored interface is not writing data. Please see the Interface Status Interface to the PI System for complete information on using the ISU. PI Interface Status runs only on a PI Server Node. If you have used the ICU to configure the PI Interface Status Utility on the PI Server Node, the ICU allows you to create the appropriate ISU point. Select this Interface from the Interface drop-down list and click Interface Status in the parameter category pane. Right click on the ISU tag definition window to bring up the context menu: 56 Click Create to create the ISU tag. Use the Tag Search button to select a Watchdog Tag. (Recall that the Watchdog Tag is one of the points for which this Interface collects data.) Select a Scan frequency from the drop-down list box. This Scan frequency is the interval at which the ISU monitors the Watchdog Tag. For optimal performance, choose a Scan frequency that is less frequent than the majority of the scan rates for this Interface's points. For example, if this Interface scans most of its points every 30 seconds, choose a Scan frequency of 60 seconds. If this Interface scans most of its points every second, choose a Scan frequency of 10 seconds. If the Tag Status indicates that the ISU tag is Incorrect, right click to enable the context menu and select Correct. The PI Interface Status Utility – and not this Interface – is responsible for updating the ISU tag. So, make sure that the PI Interface Status Utility is running correctly. Universal File and Stream Loader Interface to the PI System 57 57 For Users of Previous (2.x) Interface Versions) Time DSTFlag Note: DateTime is an instant in time; Time is an interval. Example: DateTime = 30-Mar-2007 08:00:00; Time = 08:00:00 Field(n).Type Example: [FIELD] FIELD(1).Type = String If no type is specified, the String is the default - data is copied “as is”, no transformation is done. FIELD(2).Type = Number In this case the input data is converted to a number (internally it is Float64). If the transformation cannot be done, an error is logged. Note: Certain functions return integer, use Int32 data type in these cases. FIELD(3).Type = DateTime This is particularly useful when reading and interpreting DateTime (full Timestamp) strings from an input message. The expected DateTime format attribute can be specified via the FIELD(n).Format definition. See Table 6. Keywords for Timestamp Parsing for more on supported keywords. FIELD(4).Type = Time Defines the Time data type. The FIELD(n).Format defines the pattern. See Table 6. Keywords for Timestamp Parsing for more on supported keywords. FIELD(n).Type = DSTFlag This field type translates into the marker telling whether the timestamp is in Standard Time - ST, or in Daylight Savings Time - DST. The FIELD(n).Type=DSTFlag also requires a FIELD(n).Format definition (see the description below in Field Type DSTFlag). Note: Variables of type DSTFlag will internally be converted into an integer number 0 or 1. Any later calculations specified in the configuration file therefore must treat these variables as Number. Default value is 0, meaning Standard Time. See example below - Field Type "DSTFlag" FIELD(n).Format The field types Time, DateTime and DSTFlag require a format specification. Only one format is allowed per field. If the format in the data file does not match the one specified and the field thus cannot be evaluated the runtime-error occurs. Field(n).Format Example: [FIELD] Field(1).Name Timestamp.Type Timestamp.Format = Timestamp = DateTime = "dd-MMM-yy hh:mm:ss", _ Universal File and Stream Loader Interface to the PI System 59 Configuration File "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec" Note: The month’s names can be omitted when the month number is used in the timestamp pattern. The default for months’ abbreviations is as specified in the example above; that is, the first three letters of months in English. Note: The format definition has to be enclosed in double quotes! Assume an input line containing the following pattern: ' Data example: ' 27-Jul-06 13:11:10 As this timestamp pattern matches the format specification shown in the example above, the string pattern is transformed into the DateTime data type. The following characters are recognized in the time format definition: Characters in format yy Year, two digits. yyyy Year, four digits. MM Month, two digits. M Month, one or two digits. MMM Month, in string format. The exact spelling of the months is specified by the value of an additional parameter MonthList: "dd-MMM-yy", "MonthsList". In "MonthList", each month has to be 'named' and separated by a comma. See examples below this table. The “MonthList” is optional. When not specified, the Us-En months abbreviations "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec" are assumed. dd Day of the month, two digits. d Day of the month, one or two digits. hh Hour, two digits. By default a 24-hour clock is assumed, unless p or pp is used to specify AM/PM. h Hour, one or two digits. m Minutes, one or two digits. mm Minutes, two digits. s Seconds, one or two digits. ss Seconds, two digits. n Tenths of a second. nn Hundredths of a second nnn Millisecondes p A/P for AM/PM. In this case a 12-hour clock is assumed. pp AM/PM. In this case a 12-hour clock is assumed. ‘ ‘ ‘‘ ‘ ‘‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘ ‘ 60 Accepts the following from the input file Table 6. Keywords for Timestamp Parsing Note: The timestamp format string is CASE SENSITIVE ! Note: The format characters listed in the above table can be delimited by whatever (suitable) character; except for the month’s abbreviations, they must be comma delimited. See the pattern examples below: DateTime and Time Format Strings Example: "dd-MMM-yy hh:mm:ss",_ "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec" ' Foreign Language Example (months abbrev. are in German): "dd-MMM-yy hh:mm:ss", _ "Jan,Feb,Mär,Apr,Mai,Jun,Jul,Aug,Sep,Okt,Nov,Dez" ' Other timestamp patterns (various delimiters): "dd.MM.yy hh:mm" "dd/MM/yy hh:mm:ss" "M/d/yyyy hh:mm:ss.nnn" "M_d_yyyy hh_mm_ss_nnn" ' … Instead of a user-defined string format, two predefined numeric representations can be also used: Format string Accepts the following from the input file SECONDS_GMT Number of seconds since 1970, in Universal Time Coordinated (UTC) SECONDS_LOCAL Number of seconds since 1970, in local time. Numeric Timestamps Example: [FIELD] Field(1).Name Timestamp.Type Timestamp.Format = Timestamp = DateTime = "SECONDS_GMT" ' The numeric formats allow an input line with timestamps as ' numbers; the number below thus translates into '30-May-06 00:00:00 ' 1148940000 Field Type "DSTFlag" The optional field type DSTFlag may be used to define the relationship of the timestamp field with Daylight Savings Time (DST). The Format property expects two words, delimited by a comma. The first word maps to a value of 0 (indicating no adjustment to Universal File and Stream Loader Interface to the PI System 61 61 Configuration File DST), the second one maps to 1, meaning the time should be adjusted. Either of the two words is expected in the data file at the 'DSTfield' location. The way in which the time correction is applied depends on various scenarios. The example below adds the one hour offset whenever the input data is flagged with the 'summer' keyword. This will be suitable when the interface node is NOT configured for the automatic DST adjustment, while the input data may come from a source where the DST adjustment was already done. Note: If the format property is omitted and the DSTFlag is used, the interface expects 0 or 1 in the input stream. The following example shows how subtract one hour depending on the presence of the word winter or summer marker in the input data stream. DSTFlag Example: ' ' ' ' Data file content: 01-Jun-2007 14:00:00 Summer … [FIELD] FIELD(1).Name = "TimeStamp" TimeStamp.Type = "DateTime" FIELD(2).Name = "DSTOffset" DSTOffset.Type = "Time" '… FIELD(3).Name = "DSTField" DSTField.Type = "DSTFlag" DSTField.Format = "winter,summer" '… DSTOffset = "01:00:00" If(DSTFlag == 1) Then TimeStamp = TimeStamp – DSTOffset EndIf [MSG] The PI_UFL interface checks each line against a message filter and if the line satisfies it, the interface accepts the line and assigns it a certain message type. Normally, there is also more than one message type; more message filters thus need to be specified. In other words, it is expected that at least one message type will be defined in this section. The [MSG] section is primarily designed to define message names. If the user can work with descriptive message names; the INI file becomes more readable. In addition, the [MSG] section serves a couple of other purposes. As already stated at the beginning of this text, the interface implements the automatic point creation. In the [MSG] section the user can specify which PI point types will be created on a per message basis. The following paragraphs summarize the supported keywords: 62 MSG(n).Name Depending on the data file structure, the user can specify as many message names as necessary or the messages can remain unnamed (MSG(1), MSG(2), etc.). Once the name has been entered into the [MSG] section, it can be used in all consequent references. A valid name starts with a letter (A-Z), followed by letters, digits (0-9) or an underscore. Letters are NOT case sensitive. Message names are NOT case sensitive and any name with spaces needs to be enclosed in double quotes. Note: Avoid any message names with a predefined meaning, like "FIELD", "MSG", etc.! Msg(n).Name Example: [MSG] MSG(1).Name = "HEADER" MSG(2).Name = "DATA LINE" MSG(n).EPC Enable Point Creation. The specification is per message! The interface will only create a new PI tag when a line that satisfies the given message filter points to a tag that does not exist. The following PI point data types are supported: Digital Int16 Int32 Float32 Float64 String Msg(n).Epc Example: [MSG] MSG(1).Epc = "Float32" 'or' MSG(2).Epc = "Digital" 'point type will be Float32 'point type will be Digital; 'the MSG(n).DigitalSet keyword is 'expected: MSG(2).DigitalSet = "DigSetName" ' If there is NO MSG(n).DigitalSet keyword specified, ' the interface will create the state out of the arrived ' TagName + _SET. MSG(n).EPC_Inherit For the newly created points, inherit (copy) the tag attributes from the referenced tag. Msg(n).Epc_Inherit Example: [MSG] MSG(1).Epc_Inherit = "Sinusoid" 'The newly created tag will be 'created with the same attributes 'as Sinusoid. Note: MSG(n).EPC and MSG(n).EPC_Inherit are mutually exclusive, use just one per message type. Universal File and Stream Loader Interface to the PI System 63 63 Configuration File MSG(n).DIGITALSET If the MSG(n).EPC keyword (Enable Point Creation; see the description of this keyword below) specifies the Digital point type, the DIGITALSET keyword must define the digital state set, which is used while creating the PI point of the type Digital. In case this digital state set does not exist, the interface will create the needed set out of the TagName - giving it the suffix '_SET'. The behavior is thus as follows: If the keyword MSG(n).DIGITALSTATE is NOT present, and the MSG(n).EPC=Digital, the interface will create the digital set like: TagName + _SET , else it will use the specified set. Msg(n).DigitalSet Example: [MSG] MSG(1).DigitalSet = "UFL" Note: The interface will also automatically add new digital states when it does not find a digital state. The automatic state addition is the default behavior; see the /des startup parameter description later on that disables the automatic digital state creation. Message Structure Definitions: [MSG(n)] This section is mandatory. That means, one or more message structure definitions [MSG(n)] must always be specified. MSG(n).Filter The filter sets the conditions for a line to be recognized as a specific message. At least one message filter definition is therefore required. Note: Once a match is found, all other message definitions are ignored. The message belongs to the message type whose filter was ‘satisfied’ first. Message filter definitions are read from top to bottom in the configuration file: [MSG(1)] … [MSG(2)] … The evaluation order can be changed via the SetNextMsg() action. See this description later in this document. MSG(n).Filter = Set Of Filter Conditions Example: The whole filter can consist of one or more filter conditions, which can be AND-ed or OR-ed. Parentheses can be used for grouping. Each filter condition can be negated by the NOT keyword. Message filter definitions can thus have the following syntax: 64 MSG(n).Filter = Cx == "Mask" ' or MSG(n).Filter = Cx == " Mask 1" OR Cy == " Mask 2" ' or MSG(n).Filter = NOT Cx == " Mask 1" AND Cy == " Mask 2" ' … Where x, y define pattern-starting position. Note: The pattern must be enclosed in double quotes. Note: Indexing (x,y) is one based not zero based! Mask Syntax The following special characters are recognized in the mask string: Characters in mask declaration Matches the following in a line from the input file ? Any single character * Zero or more characters # Any single digit (0 — 9) [character list] Any single character in character list. Must be enclosed in square brackets! [!character list] Any single character not in the character list. Must be enclosed in square brackets! () A section in the pattern declaration that is enclosed in parentheses indicates that this section of the input line must be extracted. \ To match any of the above mentioned characters with a special meaning, you can either put the character within square brackets [ ] or prefix it with a backslash \. To have a literal match on the slash \ itself, use \\. Table 7. Message Filter Specification Example 1. Basic Filter Condition [MSG(1)] MSG(1).Filter = NOT C1=="!*" AND C10=="TAG*" AND C30=="VALUE*" ' In this case, a line matches the filter if: ' ' NOT C1=="!*" line doesn’t start with an exclamation mark ! ' C10=="TAG*" line, from position 10 on does have the ' string TAG followed by any number of characters ' C30=="VALUE*" line from position 30 on has the string VALUE ' followed by any number of characters ' 'The following data line would match the filter criteria: '1234 TAG=mytag VALUE=10.0 Universal File and Stream Loader Interface to the PI System 65 65 Configuration File 66 Example 2. Filter Condition and Character List [xyz] [MSG(1)] ' In this case a line satisfies the filter if ' any of the characters in square brackets are found [MSG(1)] MSG(1).Filter = C1 == "State.City.[ABC].*" [MSG(2)] MSG(2).Filter = C1 == "Plant.Area.Operation.[XYZ]*" ' MSG(1) filter will then be satisfied with the following: ' State.City.A.*, State.City.B.*, State.City.C.* ' and the MSG(2) filter will like the following: ' Plant.Area.Operation.X.*, Plant.Area.Operation.Y.*, ' Plant.Area.Operation.Z.* Example 3. Filter Condition and Character List with ! Operator [MSG(1)] ' In this case a line ' the character(s) in MSG(1).Filter = C1 == [MSG(2)] MSG(2).Filter = C1 == satisfies the filter if square brackets are NOT found "State.City.[!DEF].*" "Plant.Area.Operation.[!OPQ]*" Data Extraction to Fields Field(n).Value Once a line had passed the filter check, it becomes a message; the next step is to break it into smaller units - fields. This is achieved through the Field(n) = construction. Fields (variables) must already be declared in the [Field] Section (see section Universal File and Stream Loader Interface to the PI System 67 67 Configuration File [FIELD]) and can be referenced either by their names defined in FIELD(n).Name (recommended) or just by the corresponding index Field(n). Data Extraction Each part of the message can be assigned to an individual field through a simple assignment. Field(n) = Cx – Cy Field(n) will take characters from position x to position y. Note: - x and y positions are included - the positioning is one based Field(n) = Cx – Cy("Mask") Field(n) = Cx – ("Mask") Field(n) = Cx("Mask") – ("Mask") The Cx-Cy (fixed position) construct can be extended and become the more generic one: Cx("Mask") ; the Cx can even be omitted. Note: The Cx("Mask") construct is exclusive; in contrast to Cx-Cy, which does take the characters at positions x and y. Field(n) = ["(Mask), Mask, Mask"] This is the most complicated, nevertheless the most powerful extraction mechanism. The user can specify a mask in the standard wild-card notation and the message will be divided to fields applying this mask(s) specification. To indicate which part of the message needs to be assigned to a particular field, the parentheses ( ) marker is needed. Mask Syntax The following special characters are recognized as mask patterns: Characters in mask declaration Matches the following in a line from the input file ? Any single character * Zero or more characters # Any single digit (0 — 9) [character string] Any single character in character string. Must be enclosed in square brackets [!character string] Any single character not in character string. Must be enclosed in square brackets () A section in the mask declaration that is enclosed in parentheses ( ) denotes this part of the input line that is taken. \ To match any of the above mentioned characters with a special meaning, one can either put the character within the square brackets [ ] or prefix it with a backslash \. To have a literal match on a backslash, use \\. Table 8. Field Filter Specification 68 Example 1. Field Assignment at Fixed Positions ' Field 1 will get the 1st 10 characters from the input line FIELD(1) = C1 - C10 Example 2. Cx("Mask") Construct ' Field 2 will get characters at position 11 up to (but NOT ' including) the 1st comma ',' after position 11 FIELD(2) = C11 - C11(",") Example 3. Mask Without Cx specification ' Field 3 will start after the 1st comma ',' after position 11 up ' to (but not including) the 1st comma ',' after that FIELD(3) = C11(",") - (",") Example 4. Mask with [xyz] Construct ' Field 4 will get characters starting at position 31 up to (but ' not including) the 1st semi-colon '; ' comma ',' or colon ':' ' after position 41 FIELD(4) = C31 - C41("[;,:]") Example 5. Mask with [!xyz] Construct ' Field 5 will get characters starting at position 51 up to ' (but not including) the 1st NON-DIGIT after position 51 FIELD(5) = C51 - C51("[!0123456789]") Example 6. Mask and NEWLINE ' Field 6 will get characters from Cx("Mask") till ' the end of the line FIELD(6) = Cx("Mask") – NEWLINE Example 7. Mask with Parenthesis ' Assume the input file is csv (comma separated values), ' but the positions of individual fields vary. The mask with ' parenthesis is the most suitable method of parsing the message. ' REM: The last field (status) is NOT separated by comma; it is ' enclosed in double quotation marks. The example shows how to use ' the escape character (back slash \) so that the double ' quotation marks can be used as delimiters. Thus, in addition, ' the quotation marks are stripped (which is mostly desirable). ' TagName, Timestamp, Value "Status" ' TagName, Timestamp, Value "Status" ' … FIELD(1) = ["(*),*,*\"*\""] FIELD(2) = ["*,(*),*\"*\""] FIELD(3) = ["*,*,(*)\"*\""] FIELD(4) = ["*,*,*\"(*)\""] Universal File and Stream Loader Interface to the PI System 69 69 Configuration File Data Manipulation Fields (variables) can take part in arithmetic expressions. The following rules must be taken into account when these expressions are set in the INI file: 70 The resulting value of an expression on the right hand side (of an assignment) is stored into the variable on the left hand side. The data types of all operands in the expression on the assignment’s right hand side are implicitly converted as needed. E.g., when two operands are added using a '+' operator, both operands are interpreted as numbers. Arithmetic and Logical Operators Operator Meaning Data Types Operands */ Multiply and Divide Number, Time +- Add and Subtract. Number, DateTime, Time & String concatenation. String AND Logical AND Number The logical AND will check if both operands are different from 0; if so, the result will be 1 else the result will be 0. OR Logical OR. Number The logical OR will check if one or both operands are different from 0; if so, the result will be 1 else the result will be 0 Table 9. Supported Arithmetic Operators Note: PI_UFL supports arithmetic operators for all numeric data types. And, in addition, it supports the following operator overloads: DateTime Operator+(x DateTime, y Time) DateTime Operator+(x Time y DateTime) Time Operator+(x Time, y Time) Time Operator-(x DateTime, y DateTime) DateTime Operator-(x DateTime, y Time) Time Operator-(x Time, y Time) Time Operator*(x Int32, y Time) Time Operator*(x Time, y Int32) Time Operator/(x Time, y Int32) Universal File and Stream Loader Interface to the PI System 71 71 Configuration File Mathematical Functions Operator Meaning Data Types Operands ABS Absolute value. Number ABS(x Number) ACOS, ASIN,ATAN, ATAN2, COS,COSH, SIN,SINH,TAN,TANH Trigonometric functions. Return value is in radians. Number ACOS(x Number) … Number ATAN2(x Number, y Number) CEILING Rounds a number with a fractional portion to the next highest integer. Number CEILING(x Number) EXP Exponential value. Number EXP(x Number) FLOOR Largest integer less than or equal to the given numeric expression. Number FLOOR(x Number) LOG,LOG10 Logarithmic value. Number LOG(x Number) PI 3.14 Number PI() ROUND Round the value. Number ROUND(x Number) Table 10. Supported Mathematical Functions String Functions 72 Operator Meaning Data Types Operands CONCAT Concatenate two strings. String CONCAT(x String, y String) INSTR Returns the position of the given occurrence of a specified substring. Int INSTR(x String, subString String, start Int, occurrence Int) LOWER All characters lower-case. String LOWER (x String) LEFT Leftmost count of characters. String LEFT(x String, n Int) LEN Number of characters excluding leading and trailing blanks. Int LEN (x String) LTRIM Trim the leading blanks. String LTRIM (x String) REPLACE Find the given string and replace it with the third parameter. String REPLACE (x String, findWhat String, replaceWith String) RIGHT Rightmost count of characters. String RIGHT(x String, n Int) RTRIM Trim the trailing blanks. String RTRIM (x String) SPACE Character string consisting of n spaces. String SPACE (n Int) SUBSTR String consisting of len characters starting at start position. String SUBSTR(x String, start Int, len Int) Operator Meaning Data Types Operands TRIM Trim the leading and ending blanks. String TRIM (x String) UPPER All characters upper-case. String UPPER (x String) Table 11. Supported String Functions DateTime and Time Functions Operator Meaning Data Types Operands DAY Extracts the Day from DateTime. Int32 DAY(x DateTime) FRACTION Extracts the Subsecond part from DateTime. Float64 FRACTION(x DateTime) Extracts the Hour from DateTime. Int32 HOUR(x DateTime) Extracts the Minute from DateTime. Int32 MINUTE(x DateTime) MONTH Extracts the Month from DateTime. Int32 MONTH(x DateTime) MONTHNAME Extracts the Month Name from DateTime. String MONTHNAME(x DateTime) SECOND Extracts the Second from DateTime and Time. Int32 SECOND(x DateTime) WEEK Extracts the Week from DateTime. Int32 WEEK(x DateTime) YEAR Extracts the Year from DateTime. Int32 YEAR(x DateTime) HOUR MINUTE Float64 FRACTION(x Time) Int32 HOUR(x Time) Int32 MINUTE(x Time) Int32 SECOND(x Time) Table 12. DateTime and Time Functions IF Statement The IF statement can have the following form: IF <condition> THEN <expression(s)> ELSE <expression(s)> ENDIF or IF <condition> THEN <expression(s)> ENDIF <condition> ::= {[NOT] <predicate> | (<condition>)} [{AND | OR} <condition>] [, …] <predicate> ::= <expression> { = | > | < | >= | <= | <> | != } <expression> | <expression> IS [NOT] NULL Universal File and Stream Loader Interface to the PI System 73 73 Configuration File Arithmetic and Logical Operators - Examples Example 1. Simple Expressions with Arithmetic Operators [FIELD] FIELD(1).Type = "String" FIELD(2).Type = "Number" [MSG(1)] ' Data file content: ' 001, Value: 1.23 ' … ' and it is required to create a tagname TAG_001 ' by means of the '&' and the value needs to be scaled ' (multiplied by 100). ' … ' create the tag name: FIELD(1) = C1 – (",") FIELD(1) = "TAG_" & FIELD(1) ' extract the value and scale it FIELD(2) = C12 - NEWLINE FIELD(2) = 100 * FIELD(2) Example 2. Mathematical Functions [FIELDS] FIELD(1).Type = "Number" FIELD(2).Type = "Number" [MSG(1)] ' Data file content: ' Value1: 1.23; Value2: 2.61 ' … FIELD(1) = ["*:(*);*:*"] FIELD(2) = ["*:*;*:(*)"] ' Apply ROUND() FIELD(1) = ROUND(FIELD(1)) FIELD(2) = ROUND(FIELD(2)) Example 3. String Functions [FIELDS] FIELD(1).Type = "String" [MSG(1)] ' Data file content: ' any string ' … ' It is required to replace the given string pattern 74 ' with the specified string ' FIELD(1) = C10 - NEWLINE FIELD(1) = REPLACE(FIELD(1),"Invalid string part", "OK") Example 4. Sub-Milliseconds [FIELDS] FIELD(1).Type = "DateTime" FIELD(1).Format = "dd-MMM-yyyy hh:mm:ss.nnn" FIELD(2).Type = "Number" [MSG(1)] ' Data file content: ' 01-Jul-2006 08:00:00.1234; 123 ' … ' PI allows the time precision up to 15 microseconds. FIELD(1) = C1 – (";") ' extract the subsecond part: FIELD(2) = ["*;(*)"] Example 5. IF Statement (1) [FIELDS] FIELD(1).Type = "Number" FIELD(2).Type = "Number" [MSG(1)] ' Data file content: ' 1;2 FIELD(1) = ["(*);*"] FIELD(2) = ["*;(*)"] IF (FIELD(1) > FIELD(2)) THEN FIELD(2)=2*FIELD(2) ELSE FIELD(2)=FIELD(1) ENDIF Example 6. IF Statement (2) [FIELDS] FIELD(1).Type = "DateTime" FIELD(2).Type = "DateTime" FIELD(3).Type = "Time" [MSG(1)] Universal File and Stream Loader Interface to the PI System 75 75 Configuration File ' Data file content: ' 25-Jan-2007;01-Nov-2007;01:00:00 FIELD(1) = ["(*);*;*"] FIELD(2) = ["*;(*);*"] FIELD(3) = ["*;*;(*)"] IF (FIELD(1) > FIELD(2)) THEN ' Add one hour FIELD(1) = FIELD(1) + FIELD(3) ENDIF Example 7. IF Statement (3) [FIELD] FIELD(1).Type = "String" FIELD(2).Type = "DateTime" FIELD(3).Type = "Number" [MSG(1)] ' Data file content: ' Tag1; 23-Oct-2007 01:00:00; 1 FIELD(1) = ["(*);*;*"] FIELD(2) = ["*;(*);*"] FIELD(3) = ["*;*;(*)"] ' Only store in PI when a valid tagname has been extracted IF (FIELD(1) IS NOT NULL) THEN StoreInPI(FIELD(1),,FIELD(2),FIELD(3),) ENDIF Example 8. IF Statement (4) [FIELDS] FIELD(1).Type = FIELD(1).Type = FIELD(1).Format FIELD(2).Type = FIELD(2).Type = FIELD(2).Format FIELD(3).Name = FIELD(3).Type = FIELD(3).Format FIELD(4).Name = FIELD(4).Type = FIELD(5).Name = FIELD(6).Name = FIELD(6).Type = 76 "TimeVar" "Time" = "m" "TimeOffset" "Time" = "hh:mm:ss" "DateVar" "DateTime" = "yyyymmdd " "TimestampVar" "DateTime" "TagNameVar" "ValueVar1" "Number" FIELD(7).Name = "ValueVar2" FIELD(7).Type = "Number" ' … ' ' ' ' Data file content: 200,TagName1,kWh,30, 300,20071201,,1,1.2,1.1,1.12,1.01,… … [MSG(1)] MSG(1).NAME = "DataDetails" MSG(2).NAME = "Values" ' … [Values] Values.FILTER = C1=="300*" ' There can be multiple expressions in the IF() construct: ' … TimeOffset = "00:30:00" IF (TimeVar == TimeOffset) THEN TimestampVar = DateVar + TimeVar StoreInPI(TagNameVar,,TimestampVar,ValueVar1,,) TimestampVar = TimestampVar + TimeVar StoreInPI(TagNameVar,,TimestampVar,ValueVar2,,) TimestampVar = TimestampVar + TimeVar ' … ENDIF Universal File and Stream Loader Interface to the PI System 77 77 Configuration File MSG(n).Action All actions that can be performed on individual messages have to have the following format: MSG(n).Action = ActionName (Optional Parameters) Below is the list of actions that are implemented: AppendLines(i) The next i lines (after a line had been identified a message) will be appended. This action is useful when data spans several lines in the input file. Example AppendLines It is required to concatenate the data lines below using AppendLines(), because some lines do not have appropriate pattern for the filter: ' ' ' ' ' ' ' ' ' ' Data file content: BATCH: B1; 05-Feb-07 12:00:00; Mixture1 UNIT: U1; 05-Feb-07 12:10:00; Blue INI file content: [MSG] MSG(1).Name = "Batch_MSG" MSG(2).Name = "Unit_MSG" [Batch_MSG] Batch_MSG.Filter = C1 == "Batch*" Batch_MSG.Action = AppendLines(2) Batch = ["*:(*);*;*"] TimeStamp = ["*:*;(*);*"] Value = ["*:*;*;(*)"] StoreInPI(Batch,,TimeStamp,Value,,) [Unit_MSG] Unit_MSG.Filter = C1 == "Unit*" Unit_MSG.Action = AppendLines(2) Unit = ["*:(*);*;*"] TimeStamp = ["*:*;(*);*"] Value = ["*:*;*;(*)"] StoreInPI(Unit,,TimeStamp,Value,,) 78 Results: BATCH: B1; 05-Feb-07 12:0:00; Mixture1 UNIT: U1; 05-Feb-07 12:10:00; Blue Now() Now() gets the current local timestamp. The data type Now() returns is DateTime. Note: Now() returns the same timestamp for all messages from a file. When lines are read from the serial port, it is guaranteed that every line gets unique timestamp! Example Now ' See the description of StoreInPI() below in this chapter StoreInPI (TagName,,Now(),Value,,) SetNextMsg (MSG, [NumberOfMsgs]) This construct is useful when one needs to change the preference of a message filter. The filters of any individual message are applied in the order as they are specified in the INI file; that is, the filter of MSG(1) is applied first, MSG(2) second and so on. SetNextMsg() allows changing this order. Assume for example a line that satisfies filter MSG(1), then, a certain number of rows that come next need to be checked against MSG(2) (not against MSG(1)). SetNextMsg() allows changing the default order of the message filters. SetNextMsg() will force the next NumberOfMsgs lines to be checked against the filter of the specified MSG. The second parameter - NumberOfMsgs is optional. If the second parameter is not specified, all consequent lines read from the input file will be checked against the filter of the message MSG until a line is encountered that does not satisfy this filter. If the second parameter is greater than or equal to 0, then, the next NumberOfMsgs lines will be checked against the filter of the message MSG until a line is encountered that does not satisfy this filter. The referenced message – MSG, can be identified by its name or by its index: MSG(1).Action = SetNextMsg ("OtherMsg",) MSG(1).Action = SetNextMsg (3,) Following example demonstrates how to use SetNextMessage(): SetNextMsg Example: ' ' ' ' ' ' ' Data file content: Name, Timestamp, Value Tag1 , 05-Feb-07 12:00:00 , 1 Tag1 , 05-Feb-07 12:10:00 , 2 INI file content: [FIELD] FIELD(1).NAME = "TagName" Universal File and Stream Loader Interface to the PI System 79 79 Configuration File FIELD(2).NAME Timestamp.TYPE Timestamp.FORMAT = "Timestamp" = "DateTime" = "dd-MMM-yy hh:mm:ss" FIELD(3).NAME FIELD(3).TYPE = "Value" = "Number" [MSG] MSG(1).Name = "Description" MSG(2).Name = "Events" [Description] Description.Filter = C1 == "Name, Timestamp, Value" ' Check the next couple of lines in the context of MSG(2) ' until there is a line that does not satisfy the filter Tag.Action = SetNextMsg ("Events",) [Events] Events.Filter = C1 == "*,*,*" FIELD(1) = ["(*),*,*"] FIELD(2) = ["*,(*),*"] FIELD(3) = ["*,*,(*)"] StoreInPI (TagName,,Timestamp,Value,,) SkipFile() This will instruct the interface to skip the rest of the lines that arrived in a batch of input stream lines, for example in a data file. SkipFile() can be used when a certain message indicates that the incoming data is actually invalid. Example SkipFile() ' Data file content: ' ' Invalid Sample ' Name, Timestamp, Value ' Tag1 , 05-Feb-07 12:00:00 , 1 ' Tag1 , 05-Feb-07 12:10:00 , 2 ' ' INI file content: [MSG] MSG(1).Name = "FileValidation" MSG(2).Name = "MSG1" [FileValidation] FileValidation.Filter = C1 == "Invalid*" SkipFile() [MSG1] … 80 SkipLines(i) This will instruct the interface to skip the next i lines from an input stream. SkipLines can be used to bypass certain number of irrelevant lines. Example SkipLines(i) ' Data file content: ' ' Name, Timestamp, Value ' Tag1 , 05-Feb-07 12:00:00 ' Tag1 , 05-Feb-07 12:10:00 ' , , , ' Tag1 , 05-Feb-07 12:20:00 ' Tag1 , 05-Feb-07 12:30:00 '... ' ' INI file content: , 1 , -1 , 2 , 3 [MSG] MSG(1).Name = "MSG1" [MSG1] MSG1.Filter = C1 == "*,*,*" FIELD(1) = ["(*),*,*"] FIELD(2) = ["*,(*),*"] FIELD(3) = ["*,*,(*)"] IF (FIELD(3) < 0) Then SkipLines(1) Else StoreInPI(FIELD(1),, FIELD(2), FIELD(3),,) EndIf StoreInPI (Tag, InstrumentTag, Timestamp, Value, Status, Questionable, [Annotation]) This action will send the Timestamp, Value, Status, the Questionable flag and the Annotation to PI for the given PI tag. Certain parameters are optional and can be omitted. The following paragraphs discuss the individual StoreInPI() parameters in more detail: Tag & InstrumentTag The function can address a PI tag according to its name – first parameter, or via the InstrumentTag – the function’s second parameter. Either the Tag name or the InstrumentTag must be provided. If both are given, the tag name is used. Timestamp The timestamp is in local time; that is, it reflects the time zone and the DST settings of the computer where the PI_UFL interface runs. The Timestamp parameter has to be of type DateTime. Universal File and Stream Loader Interface to the PI System 81 81 Configuration File Note: New data type DateTime has been introduced in PI_UFL version 3.x. It is a change to previous PI_UFL version where the data type was named Time. If, in PI_UFL 3.x+ the data type Time is used in StoreInPI() the interface will print-out an error: [StoreInPi] Overload resolution failed for (StoreInPi) argument(s). Note: An empty “Timestamp” parameter defaults to the current (local) time. Value The Value field can be Number or a String. Note: For digital points, the value can be in both forms – Number as well as String. The former represents the offset into the digital point’s state set; the latter is translated into the corresponding digital code. Status The Status field is optional. Status can only be the data type Number. It then represents the ordinal in the PI System digital set. Status has higher priority than the Value. That means, if the Status is not zero, the Value is invalid. Questionable The Questionable parameter is optional. The questionable flag indicates that there is some reason to doubt the accuracy of the value. The parameter is Numeric. Non-zero values indicate the questionable flag will be set. Annotation The Annotation parameter is optional. When the StoreInPI() function has 7 parameters, the interface will use the PI SDK for sending this PI data record. PI Annotations are Variants and PI_UFL will store them as variant of the type: String , Number or DateTime (variant type VT_BSTR, VT_R8 or VT_DATE), depending on the PI_UFL variable type, that is, the corresponding field type defined in section [FIELD]. Note: Some parameters can remain empty, but the commas must be included. The user must supply the commas so that the interface ‘knows’ which parameters were used. See the Example 1 below. Return Value The StoreInPI() returns 0 if the operation was successful, otherwise it returns a code from the corresponding PI API or PI SDK call. For example -11046, which means target date in future. The user can check the return code for success in the configuration file, and perform an action based on the result. (See Example 2 below).The MSG(n).Action token can thus be replaced with an ordinary variable as shown in Example 2 below. Note: The construction MSG_NAME.ACTION=StoreInPI() is still supported, however, one can assign the result of StoreInPI() to a variable directly, as shown in Example 2 below. 82 Example 1. StoreInPI() ' Write a value of FIELD(1) to the tag 'test:001';use current time MSG(1).Action = StoreInPi ("test:001",,,FIELD(1),,,) Example 2. StoreInPI() ' Write the "full" PI data record. In this case, the StoreInPI() ' will be made using PI SDK (a value is present at the Annotation ' position) ' 'INI file content: [FIELD] FIELD(1).NAME = "PI_TAG" FIELD(1).Type = "String" FIELD(2).NAME = "PI_TIMESTAMP" FIELD(2).Type = "DateTime" FIELD(2).FORMAT = "yyyy-MM-dd hh:mm:ss" FIELD(3).NAME = "PI_VALUE" FIELD(3).Type = "Number" FIELD(4).NAME = "PI_STATUS" FIELD(4).Type = "Number" FIELD(5).NAME = "PI_QFLAG" FIELD(5).Type = "Number" FIELD(6).NAME = "PI_ANNOTATION" FIELD(6).Type = "String" FIELD(7).NAME = "RESULT" FIELD(7).Type = "Number" [MSG] MSG(1).Name = "Msg1" [Msg1] Msg1.Filter = C1 == "-" ' ' Field filters ' Result = StoreInPI(PI_TAG,, _ PI_TIMESTAMP, _ PI_VALUE, _ PI_STATUS, _ PI_QFLAG, _ PI_ANNOTATION) ' The Result value can then be checked in the IF construct. IF( RESULT <> 0) Then StoreInPI("UFL_Error_Tag",,,Result,,) EndIf Universal File and Stream Loader Interface to the PI System 83 83 Startup Command File Command-line parameters can begin with a / or with a -. For example, the /ps=U and -ps=U command-line parameters are equivalent. Command file names have the .bat extension. The continuation character (^) allows one to use multiple lines for the startup command. The maximum length of each line is 1024 characters (1 kilobyte). The number of flags is unlimited, and the maximum length of each flag is 1024 characters. The majority of the PI_UFL interface start-up parameters are specified in the configuration file (INI file). The full path to it is specified via the startup parameter /cf. Along with the /cf parameter the startup command file defines all the parameters that define the connection to the PI Server. (See the Command-line Parameters table below). The other parameters are given through the configuration file and are divided into sections. The chapter Configuration File has more details. At the beginning of the configuration file, there are three mandatory sections that define further startup parameters: [INTERFACE] keywords … ‘names the DLL that implements the data source communication [PLUG-IN] keywords … ‘data source specific parameters [SETTING] ‘generic settings like logging parameters, locale specification, stream line end, etc. keywords … Following these sections are the message specific settings – [FIELD], [MSG], .... After start-up, this part of the configuration file is translated into the in-memory structures and the input streams (collected in the plug-in DLL) are examined by this logic very much like a computer program that evaluates its input. Universal File and Stream Loader Interface to the PI System 85 Startup Command File Command-line Parameters The command-line parameters applicable with the PI_UFL interface are listed alphabetically in the table below: Parameter Description /cf=xxx.yyy Required The full path pointing to the Configuration File /des=# Optional Default Error Status. This status will be stored in PI when the digital status string cannot be translated. n is the index of the desired state from the PI System Digital Set. Note: This startup parameter does closely relate to the MSG(n).DIGITALSTATE keyword. See chapter [MSG] above. If the /des=# is present, the interface will NOT try to automatically extend the digital sets when the nonexisting state arrives. The specified index (#) to the system digital state will be used instead. /f=HH:MM:SS or /f=SS Required The /f parameter defines the time period between scans in terms of hours HH, minutes MM, and seconds SS. Example of one minute scan class: /f=00:01:00 Note: With the PI_UFL interface, only the first instance of the /f flag on the command line is taken into account! /host=host:port Optional The /host parameter is used to specify the PI Home node. host is the IP address of the PI Sever node or the domain name of the PI Server node. port is the port number for TCP/IP communication. The port is always 5450 for a PI 3 Server. It is recommended to explicitly define the host and port on the command line with the /host parameter. Nevertheless, if either the host or port is not specified, the interface will attempt to use defaults: The default port name and server name is specified in the pilogin.ini or piclient.ini file. The piclient.ini file is ignored if a pilogin.ini file is found. Refer to the PI API Installation Instructions manual for more information on the piclient.ini and pilogin.ini files. Examples: The interface is running on a PI API node, the domain name of the PI 3 home node is Marvin, and the IP address of Marvin is 206.79.198.30. Valid /host flags would be: /host=marvin /host=marvin:5450 /host=206.79.198.30 /host=206.79.198.30:5450 86 Parameter Description /lb Optional LaBoratory. If this parameter is present, the interface will store the data directly to the PI Archive. In case events already exist at the given timestamp, they will be replaced. This mode is then used for all tags regardless of Location5 of individual tags. Note: The /lb start-up switch also causes the events are queued in the interface. The buffer is flushed (events are sent to PI in a batch) before each scan class or when it becomes full. The consequence of it is that the interface cannot “immediately react” on any run-time error - like for example “Target Date In Future” or “Point does not Exist”. That is, the i/f cannot store the “erroneous” line into the MSGInError file (because these error messages are “discovered” only when the buffer is flushed). /ps=xxx Optional Specifies the point source characters for the interface. When specified, the interface will load those PI points prior to run-time operation. This is especially useful : When using the instrument tag to identify the tags to store data in. When you want to limit write operations to a subset of tags. If neither /ps nor /tm are specified, no tags are initialized on startup. In this case the interface will check for tags when required. /q Optional Queued. Events are sent to PI archive through the pisn_sendexceptionqx() PI API function. The snapshot ratio is then significantly faster comparing to the event-by-event sending, which occurs when the /q is not present. /rbo Optional Read Before Overwrite. This mode of operation will do an archive read first (to see if the value exists at the given timestamp) and will send the new value only if it is different. Also, this mode only works when Location5=1 and no /lb start up parameter is set. The reason is that /lb means sending data in bulks and some events may still not be in PI Archives. Note: In the current PI_UFL version the /rbo does NOT have any effect when events are sent to PI through PI SDK calls! See the PI Point Configuration chapter above. /runonce Optional If present, the interface executes once and exits. For the Plug-In ASCIIFiles it means it processes the existing files in the given directory and exits; for the Plug-In POP3 it processes all the existing e-mails and exits. For the Serial Plug-In this start-up parameter does not make sense. Universal File and Stream Loader Interface to the PI System 87 87 Startup Command File Parameter Description /tm=xxx* or /tm="xxx xxx*" Tag Mask. Optional - when using the instrument tag to identify the tags to store data in. When specified, the interface will load all points matching this tag mask prior to Runtime operation. This is especially useful : - when you want to limit write operations to a subset of tags. If neither /ps nor /tm are specified, no tags are initialized on startup. In this case the interface will check for tags when required. The tag mask complies to the PI Tag Search rules. That means, the wildcard characters are * or ?. /utc Optional Universal Time Coordinated When specified; the timestamps read from the data file are forwarded to PI as UTC timestamps. Table 13. PI_UFL Startup Parameters Sample PI_UFL.bat File The following is an example startup file: REM REM REM REM REM REM REM REM REM REM ================================================================== PI_UFL.bat_new Sample startup file for the Universal File Loader Interface Ver3 to the PI System ================================================================== Sample Command Line PI_UFL.EXE ^ /host=XXXXXX:5450 ^ /ps=U ^ /f=00:01:00 ^ /cf="C:\Program Files\PIPC\Interfaces\PI_UFL\pi_ufl_cfg.ini" ^ /lb REM REM end of PI_UFL.bat_new file 88 Interface Node Clock Make sure that the time and time zone settings on the computer are correct. To confirm, run the Date/Time applet located in the Windows Control Panel. If the locale where the interface node resides observes Daylight Saving Time, check the box marked “Automatically adjust clock for daylight saving changes”. For example, In addition, make sure that the TZ environment variable is not defined. All of the currently defined environment variables can be viewed by opening a Command Prompt window and typing set. That is, C:> set Make sure that the TZ environment variable is not defined. All of the currently defined environment variables can be viewed by opening a Command Prompt window and typing set. Confirm that TZ is not in the resulting list. If it is, run the System applet of the Control Panel, click the Environment tab, and remove TZ from the list of environment variables. Universal File and Stream Loader Interface to the PI System 89 Security Windows The PI Firewall Database and the PI Proxy Database must be configured so that the interface is allowed to write data to the PI Server. See “Modifying the Firewall Database” and “Modifying the Proxy Database” in the PI Server manuals. Note that the Trust Database, which is maintained by the Base Subsystem, replaces the Proxy Database used prior to PI version 3.3. The Trust Database maintains all the functionality of the proxy mechanism while being more secure. See “Trust Login Security” in the chapter “PI System Management” of the PI Universal Data Server System Management Guide. If the interface cannot write data to the PI Server because it has insufficient privileges, a –10401 error will be reported in the pipc.log file. If the interface cannot send data to a PI2 Serve, it writes a –999 error. See the section Appendix A: Error and Informational Messages for additional information on error messaging. PI Server v3.3 and Higher Security configuration using piconfig For PI Server v3.3 and higher, the following example demonstrates how to edit the PI Trust table: C:\PI\adm> piconfig @table pitrust @mode create @istr Trust,IPAddr,NetMask,PIUser a_trust_name,192.168.100.11,255.255.255.255,piadmin @quit For the above, Trust: An arbitrary name for the trust table entry; in the above example, a_trust_name IPAddr: the IP Address of the computer running the Interface; in the above example, 192.168.100.11 NetMask: the network mask; 255.255.255.255 specifies an exact match with IPAddr PIUser: the PI user the Interface to be entrusted as; piadmin is usually an appropriate user Security Configuring using Trust Editor The Trust Editor plug-in for PI System Management Tools 3.x may also be used to edit the PI Trust table. See the PI System Management chapter in the PI Server manual for more details on security configuration. Universal File and Stream Loader Interface to the PI System 91 Security PI Server v3.2 For PI Server v3.2, the following example demonstrates how to edit the PI Proxy table: C:\PI\adm> piconfig @table pi_gen,piproxy @mode create @istr host,proxyaccount piapimachine,piadmin @quit In place of piapimachine, put the name of the PI Interface node as it is seen by PI Server. 92 Starting / Stopping PI_UFL Interface This section describes starting and stopping the interface once it has been installed as a service. See the UniInt Interface User Manual to run the interface interactively. Starting Interface as a Service If the interface was installed as service, it can be started from the services control panel or directly with the command: PI_UFL.exe –start To start the interface service with PI ICU, use the button on the PI ICU toolbar. A message will inform the user of the status of the interface service. Even if the message indicates that the service has started successfully, double check through the Services control panel applet. Services may terminate immediately after startup for a variety of reasons, and one typical reason is that the service is not able to find the command-line parameters in the associated .bat file. Verify that the root name of the .bat file and the .exe file are the same, and that the .bat file and the .exe file are in the same directory. Further troubleshooting of services might require consulting the pipc.log file, Windows Event Viewer, or other sources of log messages. See the section Appendix A: Error and Informational Messages for additional information. Pausing Interface Users can temporarily 'pause' the interface operation and resume it again: PI_UFL.exe –pause PI_UFL.exe –continue Stopping Interface Running as a Service If the interface was installed as service, it can be stopped at any time from PI ICU, the services control panel or with the command: PI_UFL.exe –stop The service can be removed (uninstall) by: PI_UFL.exe –remove To stop the interface service with PI ICU, use the Universal File and Stream Loader Interface to the PI System button on the PI ICU toolbar. 93 Buffering PI_UFL is not a “classic” interface, which just gathers current values from a DCS (Distributed Control System) and stores them in PI; the characteristics of the data collection and several other implemented features require considering using Buffering from various angles. The following paragraphs discuss pros and cons of having Buffering in place together with PI_UFL interface: PI_UFL implements Plug-Ins for several data sources: ASCII files, Serial ports and POP3 servers. With ASCII files, the data is actually “buffered” on the hard drive, because any failure while reading or sending events (to PI archive) is accompanied by either marking the given file with a certain suffix (indicating this file needs to be reprocessed later on) or storing the line (which did not make it to PI) in a separate place (see section MSGINERROR for more details). The POP3 data source is relatively similar to ASCII files as FORWARD_TO allows “copying” the e-Mails to the specified address and any data loss can thus be recovered from the backed-up location. Finally, the Serial Plug-In, through the keyword COMDATA, allows storing the incoming streams in a file, which, again, can be reprocessed in case the interface encounters problems while sending data to PI archive. The scenarios described compensate for the benefits the Buffering offers. It is just useful to think about them as additional means for increasing the level of the interface robustness. However, PI_UFL also implements features, which do not fully work with Buffering and it is useful to explicitly name them: 1. PI_UFL uses PI SDK for sending events with Annotations; PI SDK bypasses Buffering and, therefore, the annotated events will not make it to PI, even if Buffering is on, but PI Server is not reachable. 2. PI point and Digital Sets/States automatic creation is implemented through PI SDK calls as well, and point #1 therefore also applies here. 3. The /RBO start-up parameter causes the interface reads a value (from the PI Archive) every time before it attempts to store this event in PI. With Buffering in place and PI Server not available, this configuration won’t work. 4. PI_UFL maintains its internal cache of PI Points and Digital Sets/States and keeping this cache in sync with PI means poling PI Server. As Buffering is meant to be a component that is one-directional (from an interface to PI Server), the polling will again generate runtime errors when PI Server is down or not reachable. Considering the above mentioned configurations, PI Buffering is still a recommended component when the interface runs on an Interface Node. Buffering refers to an Interface Node's ability to temporarily store the data that interfaces collect and to forward these data to the appropriate PI Servers. OSIsoft strongly recommends that you enable buffering on your Interface Nodes. Otherwise, if the Interface Node stops communicating with the PI Server, you lose the data that your interfaces collect. The PI SDK installation kit installs two buffering applications: the PI Buffer Subsystem (PIBufss) and the PI API Buffer Server (Bufserv). PIBufss and Bufserv are mutually Universal File and Stream Loader Interface to the PI System 95 Buffering exclusive; that is, on a particular computer, you can run only one of them at any given time. If you have PI Servers that are part of a PI Collective, PIBufss supports n-way buffering. N-way buffering refers to the ability of a buffering application to send the same data to each of the PI Servers in a PI Collective. (Bufserv also supports n-way buffering, but OSIsoft recommends that you run PIBufss instead.) Which Buffering Application to Use You should use PIBufss whenever possible because it offers better throughput than Bufserv. In addition, if the interfaces on an Interface Node are sending data to a PI Collective, PIBufss guarantees identical data in the archive records of all the PI Servers that are part of that collective. You can use PIBufss only under the following conditions: the PI Server version is at least 3.4.375.x; and all of the interfaces running on the Interface Node send data to the same PI Server or to the same PI Collective. If any of the following scenarios apply, you must use Bufserv: the PI Server version is earlier than 3.4.375.x; or the Interface node runs multiple interfaces, and these interfaces send data to multiple PI Servers that are not part of a single PI Collective. If an Interface Node runs multiple interfaces, and these interfaces send data to two or more PI Collectives, then neither PIBufss nor Bufserv is appropriate. The reason is that PIBufss and Bufserv can buffer data only to a single collective. If you need to buffer to more than one PI Collective, you need to use two or more Interface Nodes to run your interfaces. It is technically possible to run Bufserv on the PI Server Node. However, OSIsoft does not recommend this configuration. How Buffering Works A complete technical description of PIBufss and Bufserv is beyond the scope of this document. However, the following paragraphs provide some insights on how buffering works. When an Interface Node has Buffering enabled, the buffering application (PIBufss or Bufserv) connects to the PI Server. It also creates shared memory storage. When an interface program makes a PI API function call that writes data to the PI Server (for example, pisn_sendexceptionqx()), the PI API checks whether buffering is enabled. If it is, these data writing functions do not send the interface data to the PI Server. Instead, they write the data to the shared memory storage that the buffering application created. The buffering application (either Bufserv or PIBufss) in turn 96 reads the data in shared memory, and if a connection to the PI Server exists, sends the data to the PI Server; or if there is no connection to the PI Server, continues to store the data in shared memory (if shared memory storage is available) or writes the data to disk (if shared memory storage is full). When the buffering application re-establishes connection to the PI Server, it writes to the PI Server the interface data contained in both shared memory storage and disk. (Before sending data to the PI Server, PIBufss performs further tasks such data validation and data compression, but the description of these tasks is beyond the scope of this document.) When PIBufss writes interface data to disk, it writes to multiple files. The names of these buffering files are PIBUFQ_*.DAT. When Bufserv writes interface data to disk, it writes to a single file. The name of its buffering file is APIBUF.DAT. As a previous paragraph indicates, PIBufss and Bufserv create shared memory storage at startup. These memory buffers must be large enough to accommodate the data that an interface collects during a single scan. Otherwise, the interface may fail to write all its collected data to the memory buffers, resulting in data loss. The buffering configuration section of this chapter provides guidelines for sizing these memory buffers. When buffering is enabled, it affects the entire Interface Node. That is, you do not have a scenario whereby the buffering application buffers data for one interface running on an Interface Node but not for another interface running on the same Interface Node. Buffering and PI Server Security After you enable buffering, it is the buffering application—and not the interface program—that writes data to the PI Server. If the PI Server's trust table contains a trust entry that allows all applications on an Interface Node to write data, then the buffering application is able write data to the PI Server. However, if the PI Server contains an interface-specific PI Trust entry that allows a particular interface program to write data, you must have a PI Trust entry specific to buffering. The following are the appropriate entries for the Application Name field of a PI Trust entry: Buffering Application Application Name field for PI Trust PI Buffer Subsystem PIBufss.exe PI API Buffer Server APIBE (if the PI API is using 4 character process names) APIBUF (if the PI API is using 8 character process names) To use a process name greater than 4 characters in length for a trust application name, use the LONGAPPNAME=1 in the PIClient.ini file. Enabling Buffering on an Interface Node with the ICU The ICU allows you to select either PIBufss or Bufserv as the buffering application for your Interface Node. Run the ICU and select Tools > Buffering. Universal File and Stream Loader Interface to the PI System 97 97 Buffering Choose Buffer Type To select PIBufss as the buffering application, choose Enable buffering with PI Buffer Subsystem. To select Bufserv as the buffering application, choose Enable buffering with API Buffer Server. If a warning message such as the following appears, click Yes. Buffering Settings There are a number of settings that affect the operation of PIBuffss and Bufserv. The Buffering Settings section allows you to set these parameters. If you do not enter values for these parameters, PIBuffss and Bufserv use default values. PIBufss For PIBuffss, the paragraphs below describe the settings that may require user intervention. Please contact OSIsoft Technical Support for assistance in further optimizing these and all remaining settings. 98 Primary and Secondary Memory Buffer Size (Bytes) This is a key parameter for buffering performance. The sum of these two memory buffer sizes must be large enough to accommodate the data that an interface collects during a single scan. A typical event with a Float32 point type requires about 25 bytes. If an interface writes data to 5,000 points, it can potentially send 125,000 bytes (25 * 5000) of data in one scan. As a result, the size of each memory buffer should be 62,500 bytes. The default value of these memory buffers is 32,768 bytes. Send rate (milliseconds) Send rate is the time in milliseconds that PIBufss waits between sending up to the Maximum transfer objects (described below) to the PI Server. The default value is 100. The valid range is 0 to 2,000,000. Maximum transfer objects Maximum transfer objects is the maximum number of events that PIBufss sends between each Send rate pause. The default value is 500. The valid range is 1 to 2,000,000. Event Queue File Size (MBytes) This is the size of the event queue files. PIBufss stores the buffered data to these files. The default value is 32. The range is 8 to 131072 (8 to 128 Gbytes). Please see the section entitled, “Queue File Sizing” in the pibufss.chm file for details on how to appropriately size the event queue files. Event Queue Path This is the location of the event queue file. The default value is [PIHOME]\DAT. For optimal performance and reliability, OSIsoft recommends that you place the PIBufss event queue files on a different drive/controller from the system drive and the drive with the Windows paging file. (By default, these two drives are the same.) Universal File and Stream Loader Interface to the PI System 99 99 Buffering Bufserv For Bufserv, the paragraphs below describe the settings that may require user intervention. Please contact OSIsoft Technical Support for assistance in further optimizing these and all remaining settings. Maximum buffer file size (KB) This is the maximum size of the buffer file ([PIHOME]\DAT\APIBUF.DAT). When Bufserv cannot communicate with the PI Server, it writes and appends data to this file. When the buffer file reaches this maximum size, Bufserv discards data. The default value is 2,000,000 KB, which is about 2 GB. The range is from 1 to 2,000,000. Primary and Secondary Memory Buffer Size (Bytes) This is a key parameter for buffering performance. The sum of these two memory buffer sizes must be large enough to accommodate the data that an interface collects during a single scan. A typical event with a Float32 point type requires about 25 bytes. If an interface writes data to 5,000 points, it can potentially send 125,000 bytes (25 * 5000) of data in one scan. As a result, the size of each memory buffer should be 62,500 bytes. The default value of these memory buffers is 32,768 bytes. Send rate (milliseconds) Send rate is the time in milliseconds that Bufserv waits between sending up to the Maximum transfer objects (described below) to the PI Server. The default value is 100. The valid range is 0 to 2,000,000. Maximum transfer objects Max transfer objects is the maximum number of events that Buferv sends between each Send rate pause. The default value is 500. The valid range is 1 to 2,000,000. 100 Buffered Servers The Buffered Servers section allows you to define the PI Servers or PI Collective that the buffering application writes data. PIBufss PIBufss buffers data only to a single PI Server or a PI Collective. Select the PI Server or the PI Collective from the Buffering to collective/server drop down list box. The following screen shows that PIBufss is configured to write data to a standalone PI Server named starlight. Notice that the Replicate data to all collective member nodes check box is disabled because this PI Server is not part of a collective. (PIBufss automatically detects whether a PI Server is part of a collective.) The following screen shows that PIBufss is configured to write data to a PI Collective named admiral. By default, PIBufss replicates data to all collective members. That is, it provides n-way buffering. You can override this option by not checking the Replicate data to all collective member nodes check box. Then, uncheck (or check) the PI Server collective members as desired. Universal File and Stream Loader Interface to the PI System 101 101 Buffering Bufserv Bufserv buffers data to a standalone PI Server, or to multiple standalone PI Servers. (If you want to buffer to multiple PI Servers that are part of a PI Collective, you should use PIBufss.) If the PI Server to which you want Buferv to buffer data is not in the Server list, enter its name in the Add a server box and click the Add Server button. This PI Server name must be identical to the API Hostname entry: The following screen shows that Bufserv is configured to write to a standalone PI Server named etamp390. You use this configuration when all the interfaces on the Interface Node write data to etamp390. 102 The following screen shows that Bufserv is configured to write to two standalone PI Servers, one named etamp390 and the other one named starlight. You use this configuration when some of the interfaces on the Interface Node write data to etamp390 and some write to starlight. Installing Buffering as a Service Both the PIBufss and Bufserv applications run as a Service. Universal File and Stream Loader Interface to the PI System 103 103 Buffering PI Buffer Subsystem Service Use the PI Buffer Subsystem Service page to configure PIBufss as a Service. This page also allows you to start and stop the PIBufss service. PIBufss does not require the logon rights of the local administrator account. It is sufficient to use the LocalSystem account instead. Although the screen below shows asterisks for the LocalSystem password, this account does not have a password. 104 API Buffer Server Service Use the API Buffer Server Service page to configure Bufserv as a Service. This page also allows you to start and stop the Bufserv Service Bufserv version 1.6 and later does not require the logon rights of the local administrator account. It is sufficient to use the LocalSystem account instead. Although the screen below shows asterisks for the LocalSystem password, this account does not have a password. Universal File and Stream Loader Interface to the PI System 105 105 Interface Diagnostics Configuration The Interface Point Configuration chapter provides information on building PI points for collecting data from the device. This chapter describes the configuration of points related to interface diagnostics. The procedure for configuring interface diagnostics is not specific to this Interface. Thus, for simplicity, the instructions and screenshots that follow refer to an interface named ModbusE. Scan Class Performance Points This interface does not support Scan Class Performance Points. Performance Counters Points Performance Counters Points are a function of UniInt. Because this interface is not UniInt based, these points are not supported. Interface Health Monitoring Points Interface Health Monitoring Points are a function of UniInt. Since this interface is not UniInt based, these points are not supported for this interface. I/O Rate Point This interface does not support an I/O Rate Point. Interface Status Point The PI Interface Status Utility (ISU) alerts you when an interface is not currently writing data to the PI Server. This situation commonly occurs if the monitored interface is running on an Interface Node, but the Interface Node cannot communicate with the PI Server; or the monitored interface is not running, but it failed to write at shutdown a System state such as Intf Shut. The ISU works by periodically looking at the timestamp of a Watchdog Tag. The Watchdog Tag is a tag whose value a monitored interface (such as this Interface) frequently updates. The Watchdog Tag has its excdev, excmin, and excmax point attributes set to 0. So, a non-changing timestamp for the Watchdog Tag indicates that the monitored interface is not writing data. Please see the Interface Status Interface to the PI System for complete information on using the ISU. PI Interface Status runs only on a PI Server Node. If you have used the ICU to configure the PI Interface Status Utility on the PI Server Node, the ICU allows you to create the appropriate ISU point. Select this Interface from Universal File and Stream Loader Interface to the PI System 107 Interface Diagnostics Configuration the Interface drop-down list and click Interface Status in the parameter category pane. Right click on the ISU tag definition window to bring up the context menu: Click Create to create the ISU tag. Use the Tag Search button to select a Watchdog Tag. (Recall that the Watchdog Tag is one of the points for which this Interface collects data.) Select a Scan frequency from the drop-down list box. This Scan frequency is the interval at which the ISU monitors the Watchdog Tag. For optimal performance, choose a Scan frequency that is less frequent than the majority of the scan rates for this Interface's points. For example, if this Interface scans most of its points every 30 seconds, choose a Scan frequency of 60 seconds. If this Interface scans most of its points every second, choose a Scan frequency of 10 seconds. If the Tag Status indicates that the ISU tag is Incorrect, right click to enable the context menu and select Correct. The PI Interface Status Utility – and not this Interface – is responsible for updating the ISU tag. So, make sure that the PI Interface Status Utility is running correctly. 108 For Users of Previous (2.x) Interface Versions The PI_UFL interface version 3.x is a complete rewrite. The goal was to merge the BatchFl interface (PI-IN-BF-LAB-NTI) and the Message Logger interface (PI-IN-OSML-NTI), because the functionality of these interfaces overlapped. In addition, the new PI_UFL interface has been designed so that it consists of the reusable frame and the data source specific Plug-Ins implemented as DLLs. All stream oriented data can thus be interfaced in the unified way; regardless if the data comes from ASCII files in directories, from ASCII files located on FTP servers, or if the data is read from serial ports. The syntax for the message/field description and the consequent expression evaluation (configuration file) will remain the same. Any new 'stream oriented' interface will thus only require a proprietary plug-in (DLL) that will implement the communication with the given stream producer. To achieve this, a couple of configuration parameters (of the existing PI_UFL interface) had to be modified. In addition, it was necessary to change the existing startup parameters’ location. Some parameters were moved from the PI_UFL.BAT file to the configuration file. Users of the previous PI_UFL versions who want to upgrade their existing installations should carefully read the following paragraphs: PI_UFL.BAT Changes The major change (against the previous PI_UFL version – 2.3.0.14) occurred with startup parameters. Some parameters were moved from the PI_UFL.BAT to the configuration file, and some were renamed. The following table lists all the startup parameters supported in the older versions and documents those that changed their location, or have a modified name: Old Parameter Name New Parameter Name /cf=xxx.yyy Unchanged /db deb=n /des Unchanged /err Err /f=HH:MM:SS Unchanged /host=host Unchanged /id No longer Supported /if Ifm Universal File and Stream Loader Interface to the PI System Location / Remark Moved to INI file; section [SETTING] Moved to INI file; section [PLUG-IN] Moved to INI file; section [PLUG-IN] 109 For Users of Previous (2.x) Interface Versions Old Parameter Name New Parameter Name Location / Remark /ifs Ifs Moved to INI file; section [PLUG-IN] /imt No longer Supported As the interface can automatically create tags, support for this startup parameter (Ignore Missing Tags) was dropped. If the automatic point creation is not configured (see the MSG(n).Epc keyword of the configuration file), the whole message line is stored into the log-file keeping the unsuccessfully processed messages. /lb Unchanged BAT file Also, see description of Location5 in chapter PI Point Configuration. /output Output /ps Unchanged /pu Purgetime Moved to INI file; section [PLUG-IN] New start-up parameter /Rbo BAT file /ren Ren Moved to INI file; section [PLUG-IN] New start-up parameter /RunOnce BAT file /test No Longer Supported /tm Unchanged /utc Unchanged /wd No Longer Supported /ws No Longer Supported Moved to INI file; section [SETTING] Configuration File Changes In PI_UFL 3.x version, the configuration file not only defines the definitions for parsing the messages, it also contains some of the interface’s start-up parameters. The above table explicitly lists which parameters moved from the .BAT file to the configuration file. The chapter Configuration File contains full description of individual sections with keywords. Users only have to make sure, the sections [INTERFACE], [PLUG-IN] and [SETTING] are defined at the beginning of the configuration file; the sections [FIELD] or [MSG] then have to follow. 110 Note: The most important change in the messages and fields description part of the config. file is related to data types. PI_UFL 3.x has much stricter data type control. The new data Time has been introduced and the new name DateTime replaced the name Time used in the previous PI_UFL versions. In the 3.x+ the Time data type is real Time and DateTime describes the full timestamp. Therefore, existing INI files (used with PI_UFL version 2.x) have to be changed so that Time needs to be replaced with DateTime; that is: FIELD(1).NAME= "PI_TimeStamp" ' FIELD(1).Type= "Time" ' needs to be replaced with FIELD(1).Type= "DateTime" The following bullets summarize the other important changes/enhancements: The Now() function was added. The StoreInPI() function has been enhanced to support the Annotation parameter. It also returns a value indicating success or failure of the operation. StoreInPIDST() is no longer supported. New functionality has been added regarding the automatic tag and digital set/state creation. See the MSG(n).EPC and MSG(n).DigitalSet keywords. The IF (Expression) THEN construct was added. Messages in error are now stored by default in a file specified by the MSGInError keyword. The processed file renaming logic has been changed. Reading the data files is the responsibility of the PlugIn. The PlugIn is not aware about any success or failure when sending the data to PI or of any other run-time (parsing) error. In version 3.x the file is not given the Err suffix when there was runtime error. The Err is only used when the file cannot be open or read. Note: Examples showing the above listed changes are given in Appendixes to this document. See Appendix B-F below. Changes in Point Attributes In PI_UFL 3.x, the following attributes from the PI Point Database are interpreted differently. See their description in the corresponding section in this document. Convers – this parameter is now applied as a coefficient against the numeric tags Location5 – defines whether exception reporting is used, or what archive writing mode is applied Universal File and Stream Loader Interface to the PI System 111 111 Appendix A: Error and Informational Messages All messages are sent to the standard output, and, depending whether the output keyword is specified or not, interface will log the messages to the output file or to PIPC.log. Each message has the following format dd-MMM-yy hh:mm:ss [PI_UFL] [Msg type] Message where dd-MMM-yy hh:mm:ss is the date time the message occurred. Msg type Is the type of the message: [Info], [Error], [Warning], [PL_Info] , [PL_Error] , [PL_Warning] The PL prefix stands for PlugIn and indicates the message was printed from the PlugIn DLL. Message Message Body. Note: Should the consequent message be the same as the previous one, the interface stops printing them after 10 identical occurrences. Universal File and Stream Loader Interface to the PI System 113 Appendix B: CSV (Comma Delimited) Data Files For Users of the PI Batch File Interface The interface installation kit distributes examples that show the ability of the PI_UFL interface to process files covered by the BatchFl interface (PI-IN-BF-LAB-NTI). Please consult the examples found under: [PIHOME]\Interfaces\PI_UFL\Examples Example5BatchFl01.ini Example5BatchFl02.ini Example5BatchFl03.ini and the corresponding data files found in: [PIHOME]Interfaces\PI_UFL\Examples\Data Example5BatchFl01.dat Example5BatchFl02.dat Example5BatchFl03.dat The examples provide for 3 variations of the Batch File Interface configuration. You will need to modify the paths (and possibly the timestamp formatting) in the configuration files for these to work properly. Next to the above mentioned BatchFl examples, the following sections show the data stream extract, the configuration file and the .BAT file together with a short explanation: Data File Example BATCHFL-1,25-Jan-07 BATCHFL-2,25-Jan-07 BATCHFL-3,25-Jan-07 BATCHFL-4,25-Jan-07 BATCHFL-5,25-Jan-07 BATCHFL-6,17-Jan-07 BATCHFL-7,17-Jan-07 BATCHFL-8,17-Jan-07 BATCHFL-9,17-Jan-07 BATCHFL-0,17-Jan-07 08:00:25,1234.1 08:00:25,1234.2 08:00:25,1234.3 08:00:25,1234.4 08:00:25,1234.5 08:00:25,1234.6 08:00:25,1234.7 08:00:25,1234.8 08:00:25,1234.9 08:00:25,1234.0 Configuration File Example ' BatchFl.ini ' Shows that PI_UFL interface covers the stuctures ' processed by the BatchFl interface [INTERFACE] Universal File and Stream Loader Interface to the PI System 115 Appendix B: CSV (Comma Delimited) Data Files PLUG-IN = ASCIIFiles.dll [PLUG-IN] ERR IFM IFS PURGETIME = = = = BAD C:\PIPC\Interfaces\PI_UFL\Data\*.txt N 8h [SETTING] DEB MAXLOG MAXLOGSIZE MSGINERROR OUTPUT = = = = = 1 10 10240 c:\PIPC\Interfaces\PI_UFL\logs\errors_batchfl.out c:\PIPC\Interfaces\PI_UFL\logs\pi_ufl_batchfl.out '----------------------------------------------------[FIELD] FIELD(1).NAME="TagName" FIELD(1).TYPE="String" FIELD(2).NAME="Timestamp" FIELD(2).TYPE="DateTime" FIELD(2).FORMAT="dd-MMM-yy hh:mm:ss", _ "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec" FIELD(3).NAME="Value" FIELD(3).TYPE="Number" [MSG] MSG(1).NAME = "BatchFL" ' Enable the point creation; that is, all new points will be ' automatically created. See the appropriate chapter for more ' detailed explanation MSG(1).EPC = "Float32" [BatchFL] ' Message filter. If the data file contains a valid message on ' each line, no filter is necessary. BatchFL.FILTER = C1=="*,??-???-?? ??:??:??,*" ' Positions of the individual fields: TagName = ["(*),*,*"] Timestamp = C1(",")-(",*") ' or Timestamp = ["*,(??-???-?? ??:??:??),*"] ' or Timestamp = ["*,(##-???-## ##:##:##),*"] Value = C1("*,??-???-?? ??:??:??,") - NEWLINE ' or Value = C1("*,*,")- NEWLINE ' or Value = ["*,*,(*)"] ' Send value to PI StoreInPi(TagName,, Timestamp, Value,,,) 116 Bat File Example PI_UFL.EXE ^ /ps=U ^ /host=piserver1 ^ /f=00:01:00 ^ /cf=c:\PIPC\Interfaces\PI_UFL\ini\BatchFL.ini ^ /lb Explanation A comma delimited data file is a rather simple case for the PI_UFL interface. There is only one message type and messages consist of only one line. Separating the fields from each other is also easy, because the comma (delimiter) serves as the 'search string'. In the configuration file we use names for a message - BatchFL and for the fields TagName, Timestamp, Value. This makes the file more readable. A valid data line is recognized based on the timestamp format (BatchFL.FILTER = C1=="*,??-???-?? ??:??:??,*"). The field containing a TagName is read in first. It is positioned between column 1 and the first occurrence of the comma (TagName = C1 - (",")). Second field - the Timestamp; the date/time format uses 3 characters month abbreviations, so it is important to know in which language they are given. The second parameter of the Format attribute explicitly names them. Finally the Value; the Value field starts after the comma, which follows the Timestamp, and ends with the line itself. At the very end, the data is sent to a PI tag (StoreInPi() function). Once this is completed, the interface starts a new iteration with the next data line..; until the data file reaches its end. Note: The PI_UFL thus covers much 'wider spectrum' of data files than the BatchFL interface. In other words, the data file structure does not have to be strictly orthogonal; i.e., 'column oriented'. Universal File and Stream Loader Interface to the PI System 117 117 Appendix C: XML Document Files XML files can be relatively complex; however, it does not mean PI_UFL cannot parse them. Simple XML structures like below are easily parse-able by the means PI_UFL offers. All what is needed is to write a suitable INI file. As always, first step is to define a line. In case the XML file has lines ended with CRLF (ASCII codes: 13 and 10), the line division can remain and the content treated as ordinary ASCII file. When needed, the NEWLINE keyword allows the definition of multiple line-ends (see the NEWLINE section in this document) and the XML content can be broken into lines that end for instance with the end tags: NEWLINE = "</TZ>" OR "</TS>" OR "</PV>" Data File Example <?xml version="1.0" encoding="UTF-8" ?> <MS ID="EXAMPLE"> <MP UOM="KG/H" FCSID="36"> <TZ>GMT+1</TZ> <M Q="ok" ST="300"> <TS DST="no">2004,01,22,12,00,00</TS> <PV>17940</PV> </M> </MP> <MP UOM="KG/H" FCSID="37"> <TZ>GMT+1</TZ> <M Q="ok" ST="300"> <TS DST="no">2004,01,22,12,00,00</TS> <PV>52320</PV> </M> </MP> <MP UOM="KG/H" FCSID="68"> <TZ>GMT+1</TZ> <M Q="ok" ST="300"> <TS DST="no">2004,01,22,12,00,00</TS> <PV>1618776</PV> </M> </MP> </MS> Universal File and Stream Loader Interface to the PI System 119 Appendix C: XML Document Files Configuration File Example ' xml.ini ' Shows that PI_UFL interface can parse the XML files [INTERFACE] PLUG-IN = ASCIIFiles.dll [PLUG-IN] ERR IFM IFS PURGETIME = = = = BAD C:\PIPC\Interfaces\PI_UFL\Data\*.xml N 1d [SETTING] DEB MAXLOG MAXLOGSIZE MSGINERROR = = = = 4 10 10249 C:\PIPC\Interfaces\PI_UFL\Logs\errors_xml.out OUTPUT = C:\PIPC\Interfaces\PI_UFL\Logs\pi_ufl_xml.out '------------------------------------------------------------[FIELD] FIELD(1).NAME FIELD(2).NAME FIELD(3).NAME FIELD(3).TYPE FIELD(3).FORMAT FIELD(4).NAME FIELD(4).Type FIELD(4).Format FIELD(5).NAME FIELD(6).NAME FIELD(6).Type FIELD(7).NAME FIELD(8).NAME FIELD(9).NAME FIELD(9).TYPE FIELD(9).FORMAT = = = = = = = = = = = = = = = = "TAG_ID" "TIMEZONE" "TIMESTAMP" "DateTime" "yyyy,MM,dd,hh,mm,ss" "DST" "DSTFlag" "no,yes" "UOM" "STATUS" "Number" "QUALITY" "VALUE" "TIMEONEHOUR" "Time" "hh:mm:ss" '------------------------------------------------------------' Five messages are recognized: [MSG] MSG(1).NAME = "XML_LINE_MP" MSG(2).NAME = "XML_LINE_TZ" MSG(3).NAME = "XML_LINE_MQ" MSG(4).NAME = "XML_LINE_TS" MSG(5).NAME = "XML_LINE_PV" MSG(5).EPC = "Float32" '------------------------------------------------------------120 ' TAG_ID and Unit of Measure [XML_LINE_MP] XML_LINE_MP.FILTER= C1=="*<MP*" UOM = ["*\"(*)\"*\"*\"*"] TAG_ID = ["*\"*\"*\"(*)\"*"] TAG_ID = "XML-" & TAG_ID '------------------------------------------------------------' Time Zone Info [XML_LINE_TZ] XML_LINE_TZ.FILTER= C1=="*<TZ>*" TIMEZONE = C1(">")-("<") '------------------------------------------------------------' Quality and Status [XML_LINE_MQ] XML_LINE_MQ.FILTER= C1=="*<M Q=*" QUALITY = ["*\"(*)\"*\"*\"*"] STATUS = ["*\"*\"*\"(*)\"*"] ' 300 means OK => transform it to Status = 0 for PI STATUS = STATUS-300 '------------------------------------------------------------' Timestamp Info [XML_LINE_TS] XML_LINE_TS.FILTER= C1=="*<TS*" DST = ["*\"(*)\"*"] TIMESTAMP = ["*\"*>(*)<*"] TIMEONEHOUR = "01:00:00" If(DST == 1) Then TIMESTAMP = TIMESTAMP - TIMEONEHOUR EndIf '------------------------------------------------------------' Process Value [XML_LINE_PV] XML_LINE_PV.FILTER = C1=="*<PV>*" VALUE = ["*>(*)<*"] StoreInPI(TAG_ID,,TIMESTAMP,VALUE,STATUS,) Bat File Example PI_UFL.EXE ^ /host=piserver1 ^ /f=00:01:00 ^ /cf=C:\pipc\Interfaces\pi_ufl\ini\xml.ini ^ /lb Explanation The UFL interface does NOT replace the true XML interface (PI-IN-OS-XML-NTI); however, it can easily be used to read data out of (simple) XML files. Below is why PI_UFL can process XML files with a simple structure: Universal File and Stream Loader Interface to the PI System 121 121 Appendix C: XML Document Files Values can be read out of elements and element attributes, because they are clearly marked and named – XML is a structured ASCII file. An XML tag (such as <TZ>) can thus easily be used as (message) filter condition. An element value is framed by the tag start and the tag end: <PV>1618776</PV>. Element attributes (e.g. <M Q="ok" ST="300">) can also be referenced and used as for example the PI status, timestamp or annotation. As XML structures are kept together in consecutive lines, the PI_UFL interface can find the top element of an XML structure (in the PI_UFL terminology a message) and then can refer to the following lines via the action SetNextMsg(). Second approach, which requires the fixed order of XML lines, declares a set of messages that help to assemble the needed info. In this example, the latter approach was used. For better readability, the example configuration file gives names for each message as well as for the individual fields. As already stated, before a value can be sent to PI, additional information has to be assembled from different lines, e.g. the PI status needs to be taken from an XML tag <M Q="ok" ST="300"> etc. This example also trusts that the order of the XML lines is fixed; there is therefore a message per line of interest (only one StoreInPi() call is configured, because we assemble the value for its parameters for more than one messages. This is possible, because the lifetime of field does not end with a message type - fields are global variables.) There are two things of interest in the first message declaration (XML_LINE_MP). First, the mask for reading (UOM) needs an escape character for being able to search for a double quote character (\") (that is because the double quotes normally frame the mask itself). Second, the PI TagName is a combination of the prefix ("XML-") and the actual field contents. In the second message - XML_LINE_TZ the Timezone information is extracted, nevertheless, in this example, there is no real use for it. The message (XML_LINE_MQ) allows subtracting 300 from the status field, in order to get a suitable PI status value for the StoreInPI() action. For simplicity, the simple mapping to the PI System digital state table (with an offset of 300) is assumed. (The quality attribute (message) is read in but not used any further.) In message (XML_LINE_TS), the timestamp is extracted and corrected for the Daylight Savings Time (DST). Note that this correction is only necessary if the computer (that runs the UFL interface) has the DST switched off ("Automatically adjust clock for daylight saving changes" is unchecked). Finally, in XML_LINE_PV, a value is read and StoreInPi() executed, as all the needed attributes are already available. 122 Appendix D: Reading Data from Serial Port The interface installation kit distributes examples that show the ability of the PI_UFL interface to process serial port streams covered by the PI Message Logger interface (PIIN-OS-ML-NTI). Please consult the example found under: [PIHOME]\Interfaces\PI_UFL\Examples Example4MsgLgNt.ini and the corresponding data file found in: [PIHOME]Interfaces\PI_UFL\Examples\Data Example4MsgLgNt.dat Next to the above mentioned PI Message Logger example, the following sections show the data stream extract, the configuration file and the .BAT file together with a short explanation: Streams Patterns from Serial Port MSGLGNT-1,25-Jan-07 08:00:25,1234.1 MSGLGNT-2,25-Jan-07 08:00:25,1234.2 MSGLGNT-3,25-Jan-07 08:00:25,1234.3 Configuration File Example ' MsglgNT.ini ' Shows that PI_UFL interface covers the stuctures ' processed by the PI Message Logger interface [INTERFACE] PLUG-IN = serial.dll [PLUG-IN] BITS COM COMDATA PARITY SPEED STOPBITS = = = = = = 1 1 C:\PIPC\Interfaces\PI_UFL\Logs\comdata.out ODD 9600 1 [SETTING] DEB MAXLOG MAXLOGSIZE MSGINERROR = = = = 4 5 256 C:\PIPC\Interfaces\PI_UFL\Logs\errors.out Universal File and Stream Loader Interface to the PI System 123 Appendix D: Reading Data from Serial Port OUTPUT = C:\PIPC\Interfaces\PI_UFL\Logs\PI_UFL.out '----------------------------------------------------[FIELD] FIELD(1).NAME FIELD(1).TYPE ="TagName" ="String" FIELD(2).NAME FIELD(2).TYPE FIELD(3).NAME FIELD(3).TYPE ="Timestamp" ="DateTime" ="Value" ="Number" [MSG] MSG(1).NAME = "MsglgNT" [MsglgNT] MsglgNT.FILTER = C1=="M*" Tagname Timestamp Value = C1 - (",") = C1(",")-(",*") = ["*,*,(*)"] ' Send value to PI StoreInPi(TagName,, Timestamp, Value,,) Bat File Example PI_UFL.EXE ^ /host= piserver1 ^ /f=00:00:10 ^ /cf=c:\PIPC\Interfaces\PI_UFL\ini\MsglgNT.ini Explanation The configuration of the PI Message Logger Interface significantly differs from the principles implemented in PI_UFL. However, streams coming from ASCII files are not different from streams obtained from serial ports – they can be parsed, information can be extracted and finally send to PI. The configuration file thus has to specify the serial port specific parameters - in the above example defined in the section [PLUG-IN]. The section [INTERFACE] specifies the PlugIn name – Serial.DLL. 124 Appendix E: Reading Data from email/e-Mail (POP3 Server) The interface installation kit distributes examples that show the ability of the PI_UFL interface to process emails/e-Mails. Please consult the example found under: [PIHOME]\Interfaces\PI_UFL\Examples Example8Pop3.ini and the corresponding data file found in: [PIHOME]Interfaces\PI_UFL\Examples\Data Example48Pop3.dat The following sections show the original e-Mail, the INI file (interface configuration file) and the .BAT file together with a short explanation: E-Mail Text Tagname: sinusoid, Timestamp: 01-Jun-2008 09:00:00, Value: 50, Tagname: sinusoid, Timestamp: 01-Jun-2008 10:00:00, Value: 60, Configuration File Example ' POP3.ini [INTERFACE] PLUG-IN = POP3.dll [PLUG-IN] POP3_SERVER = pop3.osisoft.com POP3_USER = ufl SMTP_SERVER = smtp.osisoft.com FORWARD_TO = uflbackup@osisoft.com FORWARD_AS_UFLSTREAM = true FILTER_FROM = data1_for_ufl@osisoft.com;data2_for_ufl@osisoft.com MAIL_FROM = true FROM_PREFIX = [From]: MAIL_DATE = true DATE_PREFIX = [Date]: MAIL_SUBJECT = True SUBJECT_PREFIX = [Subject]: MAIL_BODY = true BODY_PREFIX = [Body]: MAIL_ATTACHMENT = true ATTACHMENT_PREFIX = [Attachment]: Universal File and Stream Loader Interface to the PI System 125 Appendix E: Reading Data from POP3 Server PFN PFN_PREFIX = true = [Attached File Name]: [SETTING] DEB = 4 MAXLOG = 10 MAXLOGSIZE = 10240 MSGINERROR = C:\PIPC\Interfaces\PI_UFL\Logs\pop3.err OUTPUT = C:\PIPC\Interfaces\PI_UFL\Logs\pop3.out '----------------------------------------------------[FIELD] FIELD(1).NAME ="Tagname" FIELD(1).TYPE ="String" FIELD(2).NAME ="Value" FIELD(2).TYPE ="Number" FIELD(3).NAME ="Timestamp" FIELD(3).TYPE ="DateTime" FIELD(3).FORMAT ="dd-MMM-yyyy hh:mm:ss",_ "Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec" [MSG] ' Only one message type MSG(1).NAME ="DataLine" [DataLine] ' Any line that contains the Tagname: pattern is ' considered a valid message DataLine.Filter = C1=="*Tagname:*" ' Three variables: Tagname = ["*Tagname: (*),*"] Timestamp = ["*Timestamp: (*),*"] Value = ["*Value: (*),*"] ' Send the events to PI Archive StoreInPI(Tagname,,Timestamp,Value,,) Bat File Example PI_UFL.EXE ^ /host= piserver1 ^ /f=00:00:10 ^ /cf=c:\PIPC\Interfaces\PI_UFL\ini\POP3.ini ^ /lb Explanation The interface will (periodically – each 10 sec) read e-Mails from the specified POP3 server, which were sent to the given user. The actual data lines can be either in the eMail body or in the attachment or both places. This is specified through the keywords 126 MAIL_BODY and MAIL_ATTACHMENT. In this case, the interface will extract the lines from the e-mail body and send the events to the given PI tag. Universal File and Stream Loader Interface to the PI System 127 127 Appendix F: More Advanced Examples Examples showing more structured input data files. Data File Example S D C C C C C 05.07.200314:40:21Pt=422 Reaktor-B 0303301905 13 NGScalib 9000 30.00 34.50 Al1 7.36881 % Al 2.4380 10.0 1.0191 0.0000 P 41.15004 ppm P 0.0707 30.0 1.0095 0.0000 Ca 2.19745 % Ca 4.3559 10.0 1.0004 0.0000 Pb 21.69290 ppm Pb 0.1271 100.0 0.9978 0.0000 Si* 98.03407 % Si 8000 8000 8000 8000 8000 Configuration File Example ' XRF.ini ' -----------------------------------------------------' [INTERFACE] PLUG-IN = ASCIIFiles.dll [PLUG-IN] ERR = BAD IFM = C:\PIPC\Interfaces\PI_UFL\Data\*.xrf IFS = N PURGETIME = 8h [SETTING] DEB = 4 MAXLOG = 20 MAXLOGSIZE = 10240 MSGINERROR = C:\PIPC\Interfaces\PI_UFL\Logs\errors_xrf.out OUTPUT = C:\PIPC\Interfaces\PI_UFL\Logs\PI_UFL_xrf.out '------------------------------------------------------------[FIELD] FIELD(1).NAME = "InstrumentTag" FIELD(2).NAME = "InstrumentTagPrefix" FIELD(3).NAME = "PI_Timestamp" FIELD(3).TYPE = "DateTime" FIELD(3).FORMAT = "dd.MM.yyyyhh:mm:ss" FIELD(4).NAME = "Value" FIELD(4).TYPE = "Number" FIELD(5).Name = "Resource" '------------------------------------------------------------- Universal File and Stream Loader Interface to the PI System 129 Appendix F: More Advanced Examples [MSG] ' File consists of two messages. MSG(1).NAME = "S_Line" MSG(2).NAME = "C_Line" MSG(2).EPC = "Float32" '------------------------------------------------------------[S_Line] ' Filter S_Line.FILTER = C1 == "S*" AND C28 == "Reaktor*" ' Variables PI_Timestamp Resource = C3 - C21 = C28 - C37 ' Logic IF(Resource == "Reaktor-A") InstrumentTagPrefix = ELSE IF(Resource == "Reaktor-B") InstrumentTagPrefix = ELSE InstrumentTagPrefix = ENDIF ENDIF THEN "T42_C100A_PRFA_BETT_" THEN "T42_C100B_PRFA_BETT_" "UNDEFINED_" '------------------------------------------------------------[C_Line] ' Value lines: C_Line.FILTER = C1 == "C*" ' Variables InstrumentTag Value = InstrumentTagPrefix & C3 - C3(" ") = C8-C16 ' Action StoreInPI(,InstrumentTag, PI_Timestamp, Value,,) Point Configuration Tag InstrumentTag T42_C100B_PRFA_BETT_Al T42_C100B_PRFA_BETT_Ca T42_C100B_PRFA_BETT_Cl … T42_C100B_PRFA_BETT_Al1 T42_C100B_PRFA_BETT_Ca T42_C100B_PRFA_BETT_Cl Bat File Example PI_UFL.EXE ^ /ps=U ^ /host=piserver1 ^ /f=00:00:10 ^ /cf=c:\PIPC\Interfaces\PI_UFL\ini\xrf.ini ^ /lb 130 Explanation Two message names are defined - "S_Line" and "C_Line", which will be used later on in message definitions: [S_Line] and [C_Line] rather than [MSG(1)] and [MSG(2)]. The field names are InstrumentTag, PI_Timestamp, Value and InstrumentTagPrefix. As Field(3) represents the PI timestamp, it must be defined more specifically via the type and format keywords. The date/time string has a two digit day a two digit month and a four digit year, separated by dots. Hour, minute and second, separated by colons. A message is recognized if the first character in the line is an "S" (followed by anything (*)) or a "C" (followed by anything (*)). This means that the interface will process: S 05.07.200315:52:21Pt=422 Reaktor-B 0303301905 and C Al1 6.36881 % Al 2.4380 10.0 1.0191 0.0000 8000 but not D 13 NGScalib 9000 30.00 34.50 If the line has passed the filter, the fields are extracted. Depending on whether this line has "Reaktor-A", "Reaktor-B", .. at position 28, the InstrumentTagPrefix is set. In the [C_Line] section, the field InstrumentTag is composed as a combination of a prefix and the characters starting in column 3 up to (but not including) the first space after column 3: InstrumentTag = InstrumentTagPrefix & C3 - C3(" ") For the first C line, this results in "T42_C100B_PRFA_BETT_" & "Al1", which is "T42_C100B_PRFA_BETT_ Al1". Finally, the Value is sent to PI by means of StoreInPI(,InstrumentTag, PI_Timestamp, Value,,) The tag to send the Value to is determined by its InstrumentTag (first parameter of StoreInPI is left blank). Per the tag configuration (see above), it is the tag T42_C100B_PRFA_BETT_Al Universal File and Stream Loader Interface to the PI System 131 131 Appendix G ASCII Codes Supported ASCII Symbol ASCII Symbol ASCII Symbol ASCII Symbol 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 NUL SOH STX ETX EOT ENQ ACK BEL BS TAB LF VT FF CR SO SI DLE DC1 DC2 DC3 DC4 NAK SYN ETB CAN EM SUB ESC FS GS RS US 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 (space) ! " # $ % & ' ( ) * + , . / 0 1 2 3 4 5 6 7 8 9 : ; < = > ? 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 @ A B C D E F G H I J K L M N O P Q R S T U V W X Y Z [ \ ] ^ _ 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 ` a b c d e f g h i j k l m n o p q r s t u v w x y z { | } ~ • Universal File and Stream Loader Interface to the PI System 133 Appendix H PI_UFL interface version 3.x was compiled and tested using the following software versions: Intel Platform Only Operating System Windows NT4.0 SP6 Windows 2000 SP2, SP4 Windows XP Professional SP2 Windows 2003 Server SP1 Windows Vista C-Compiler Version 3.0.0.32 has been compiled with: MS VC++ 2003 Version 3.0.1.13 has been compiled with: MS VC++ 2005 Version 3.0.2.5 has been compiled with: MS VC++ 2005, SP1 PI Server Version 3.0.0.32 has been tested against: 3.4 - Build 370.76 Version 3.0.1.13 has been tested against: 3.4 - Build 375.38 Version 3.0.2.5 has been tested against: 3.4 - Build 375.80 PI API Version 3.0.0.32 has been tested with: 1.6.0.2 Version 3.0.1.13 has been tested with: 1.6.1.10 Version 3.0.2.5 has been tested with: 1.6.1.10 PI SDK Version 3.0.0.32 has been tested with: 1.3.3.304 Version 3.0.1.13 has been tested with: 1.3.5.343 Version 3.0.2.5 has been tested with: 1.3.5.343 Universal File and Stream Loader Interface to the PI System 135 Revision History Date Author Comments Dec-06 MFreitag PI_UFL Version 3.0 Manual Draft. Mar-07 MFreitag Manual review for PI_UFL version 3.0.0.29 16-Mar-07 Janelle Version 3.0.0.29, Revision A: update manual to latest skeleton (2.5.2), update hardware diagrams 30-Mar-07 MFreitag Version 3.0.0.30, Accommodated changes recommended in 3.0.0.29 Revision A. 07-Jun-07 Janelle, MFreitag Version 3.0.0.31 26-Jun-2007 MFreitag Version 3.0.0.31, Revision A: corrected the /ps and /tm description 17-Jul-2007 MFreitag Version 3.0.0.31, Revision B: added the section about the Scan, IO Rate Tag and Performance Point; Incorporated changes suggested by MKelly 30-Jul-2007 MKelly Version 3.0.0.31, Revision C: Added Serial Based interface to support features table. Updated headers and footers. 05-Sep-2007 MFreitag Version 3.0.0.32 added Table 1in section Performance Considerations. Updated the list of supported OS. Mar-2008 MFreitag Version 3.0.1.13 – PLIs., WORDWRAP keyword, new functions INSTR(), YEAR(), MONTH(),DAY().. Reformulated examples description in chapter Appendixes A-D Jul-2008 MFreitag POP3 PlugIn 23-July-2008 Janelle Version 3.0.2.5 Revision A: updated to latest skeleton; fixed headers Jul-2008 MFreitag Version 3.0.2.5 Revision B. Added a paragraph to the Buffering chapter. 31-July-2008 Janelle Version 3.0.2.5 Revision C: added note to indicate that POP3S is not supported by the POP3 plug-in. Universal File and Stream Loader Interface to the PI System 137