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Build a Display in PI

ProcessBook
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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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1.1 Build a Display in PI ProcessBook

1.1.1 Description

Use PI ProcessBook to build a simple display mimicking a control room workstation.

1.1.2 Objectives

LearnhowtocreateaPIProcessBookDisplay.

LearnthedifferencesbetweentheRunmodeandtheBuildmode.

Buildatrend.

Familiarizeyourselfwithsometrendbuildingoptions.

Learntoaddstaticelementstoyourdisplays.

Learnhowtoenhanceyourdisplaysbyaddingliveelementswhosepropertieschangein
time,likevalueofaPITag,progressbarandmultistateobject.

Learnhowtomanipulateatrenddisplay

1.1.3 Problem Description

You are asked to create a new Display to show the level of mixture in the batch reactor. The
display must be realistic, represent the batch reactor with live data and have a trending of the
last 8 hours of operation.

1.1.4 Suggested Approach

Part A Create a ProcessBook Display


Createa.pdifilenamedPBBatchReactor.

Part B Insert static elements in the display


Add the following items to the display from the Symbol Library:
One Tank (e.g., Reactor 4)
One Inlet Pipe (e.g., Short vertical pipe)
One Outlet Pipe (e.g., Short horizontal pipe)
One Valve (e.g., Hand valve 2)

Size the pipes accordingly, and use the Arrange (Bring to Front / Send to Back) function to
place the Tank and the Valve over the Pipes.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
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Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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Add the Text label Stirred Tank unde the Tank. The result should resemble below.

Part C Insert dynamic elements in the display


Insert a Value object to show the value of PI tag BA:LEVEL.1 to the left of the Tank.
Make sure to include the timestamp below the value.
Add a Text label and use the phrase Level % to indicate to the user that the number shown
is the percent full of the Tank. Set the color of the Value and Text to black.
Add the two ellipses to the left of the tank, one above the level value and one below. These
will serve as a visual alarm of the tank level conditions if they near the extremes.

Note:HoildingtheSHIFTkeydownwhileyoudrawwillgiveyouaperfectcircle).

Convert each of the ellipses into a Multi-state symbol, using the following settings:

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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Object Tag #ofstates Limitof1stState Colorof1ststate Colorof2nd
state

Topellipse BA:Level.1 2 <=90 green red

Bottomellipse BA:Level.1 2 <=10 red green

Add a Bar item to create a bar graph that sits over the tank. Use the tag BA:LEVEL.1 for
the tag.

Part D Insert a trend


Add a trend of tag "BA :LEVEL.1" showing the most recent 8 hours, as shown below.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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Part E Using a trend

Use the time forward, time backward, revert, and trend cursor buttons to find when the
maximum value of the last day occurred.

TrytodothisexerciseonyourownbeforeproceedingtotheStepbyStep
Instructions.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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1.1.5 Step-by-Step Instructions

Part A Create a ProcessBook Display


1. StartPIProcessBook
2. FromtheFilemenuselectNew
3. Adialogboxwillappearwiththreechoices:
ProcessBook(.piw)File.
ProcessBookEntry
ProcessBookDisplay(.pdi)File.

4. SelectProcessBookDisplay(pdi)File,andtypeinPBBatchReactorfortheDisplayname.
5. ClickOk.Youwillhaveanew,blankdisplay(shownbelow).

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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6. ClickontheBuildmodebutton.Buildmodepermitsuserstoadd,editanddeleteobjectsthe
opendisplay.OncefinishedyoucanclickontheRunmodebutton(thearrowbuttonlefttothe
Buildmodebutton)toquitthedesignmode.

Note:Bydefault,eachtimeyoucompleteanoperationtheRunModeisreactivated,soyoumustclick
again on the Build Mode button or change the default settings. This behaviour can be changed by

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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choosingToolsPreferencesStarttabandthen,unchecktheRunModeBiascheckbox.Thereafter,
youneedtomanuallyswitchfromonemodetoanother.

Part B Insert static elements in the display

1. (optional)FromtheArrangemenu,activatetheSnaptogridoption.Itcanbeeasiertoarrange
andalignobjectswhenthegridisactivated.
2. ClickontheSymbolLibrarytool(fromthetoolbar)anddragarectangleinthedisplayarea.


3. AdialogboxwillappearwithalloftheitemsfromtheSymbolLibrary.Inexerciseyouwantto
placeaTankonthedisplay.SelecttheTankscategory,thenanytankyouwish(inour
exampleweselectedReactor4).(AtthispointyoucanclickonOptionsifyouwantto
changethecolororfillpatternofthetank.NotethatthecolorcanonlybechangediftheFill
modeisShaded,SolidorHollow.)
4. ResizetheTankasdesiredbydraggingoneofthecorners.
RepeattheabovestepsfortheoneInletPipe,oneOutletPipe,andaValve.
5. SelecttheTankandfromtheArrangemenuselectBringtoFront.
6. SelecttheValveandfromtheArrangemenuselectBringtoFront.
7. Makeanyfinaladjustmentstoaligntheitems.
8. SelecttheTextitemformthetoolbaranddrawaboxundertheTank.TypeStirredtankand
presstheEnterkey.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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9. WhiletheTextisselectedchangethefontsizeto14,activateBOLD,andthecolortoBlack.

10. CenterthetextundertheTankbyselectingboththeTankandtheTextandfromtheArrange
menuAlignandCenter.(OryoucanjustdragitintopositionundertheTank).

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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Part C Insert dynamic elements in the display

1. InsertalevelindicatorbyusingtheValueoptionfromtheDrawmenutoinserttheBA:LEVEL.1
tagvalue.

2. ClickOK.
3. SelecttheTextitemfromthetoolbaranddrawaboxundertheValue.TypeLevel%andpress
enter.
4. SetthecoloroftheValueandTexttoblack.
5. SelecttheEllipseitemfromtheDrawmenuanddragasmallcircleabovetheValue.Holdthe
SHIFTkeyanddraguntilitisaCircleofasizesimilartotheimagebelow.
6. CopythefirstCircleandpasteitbelowtheValue.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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7. SelecttheupperCirclecircleandthenclickonMultiStatebutton.ConverttheCircleintoa
Multistatesymbol,usingthefollowingsettings:

Object Tag #ofstates Limitof1stState Colorof1ststate Colorof2nd


state

Topellipse BA:Level.1 2 <=90 green red

Thisisillustratedbelow:

8. ClickOK.
9. ConvertthelowerCircleintoaMultistatesymbol,usingthefollowingsettings:

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
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Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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Object Tag #ofstates Limitof1stState Colorof1ststate Colorof2nd
state

Bottomellipse BA:Level.1 2 <=10 red green


10. SelecttheBaritemfromtheDrawmenu.Drawarectangleoverthetankbody.

Note:ThismightbeeasieriftheSnaptoGridoptionoftheArrangemenuisnotactivated.

This will place a Bar graph over the Tank. Use the tag BA:Level.1 as the Bar Graphs
reference tag.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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11. ClickOK.
12. Thedisplayatthispointshouldlooklikethefigurebelow:

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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Part D Insert a trend

1. InBuildmode,usetheTrendtool. Dragdiagonallytocreatearectangularareatocontainthe
trend.Whenyoureleasethemousebutton,theTrenddefinitiondialogboxisdisplayed.

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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2. EnterthefollowinginformationintheGeneraltab:
TypethetrendnameinthePlotbox:BatchReactorLevel
UsetheTagSearchbuttontolocateandselecttheBA:LEVEL.1tag.
Specifythetimerangetodisplaythelast8hoursinthePlotTimesection.
Style:Fulltimestamp.
Start:*8hour
End:*

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system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
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Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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3. ClickOK.
4. Moveyourtrendobjectnexttothereactorpicture,thefinaldisplayshouldlooklikethefigure
below

5. ClickonRunmodebutton.
6. IftheRunModeBiaswasactivatedjustuncheckthisoptiontokeepthismode.
7. SavetheDisplaybychoosingFileSave


Part E Using a trend

1. WiththeRunmodepointer,displayasectionofthetrenddisplay.Dragthepointerdiagonallyto
drawarectangle.Thisareawillbemagnifiedwhenyoureleasethemousebutton.Toreturntothe

originaltimescale,usetheViewoptioninthemenubar,thenRevertorusethisbutton .

All rights reserved. No part of this publication may be reproduced, stored in a retrieval
system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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2. WiththeRunmodepointer,expandthetrendontheentiredisplaywindow.Doubleclickwithinthe
trend.Toreturnattheoriginaltimescale,doubleclickwithinthetrendagain.
3. Usethetimeforwardandbackwardbuttonstoscrollthetimerangeforwardorbackwardonatrend

.Tomodifythetimerange,usetheView>TimeRange.Changethetimescaleto1day.

4. Useatrendcursortofindwhenthemaximumvalueofthelastdayoccurred. .
5. Returntotheoriginaltimescale.(seestep1).
6. Altertheyaxisscaleofatrendbydoubleclickingontheyaxis.UsetheTrendScaledialogboxto
changetheverticalscaleforthetaginthetrend.YoudonothavetobeinBuildmodetoeditthe
trend.

1.1.6 Executive Overview

YoucanfindthesolutioninC:\Labs\Visuals\BuildaDisplayinPIProcessBook\solution.Simplyopenthe
filesolution_PBBatchReactor.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval
system, or transmitted, in any form or by any means, mechanical, photocopying, recording,
or otherwise, without the prior written permission of OSIsoft, LLC.
Copyright 1995-2009 OSIsoft, LLC, 777 Davis St., Suite 250, San Leandro, CA 94577

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