Rockwell Automation FactoryTalk Historian SE ProcessBook 3.2 User Guide - Manual (Page 57)

Chapter 3
39
Work with a ProcessBook
Basic Steps to Build a ProcessBook
There are five basic steps to creating a ProcessBook (page 39):
1. Create and save a ProcessBook.
2. Add, organize, and edit entry titles.
3. Design a detailed display for each display entry title, using the
drawing tools to create schematics or other drawings with trends, bars,
and values. To import outside data, add OLE objects and values from
data set queries.
4. Format trends and make other adjustments to each display to present
your data in the most useful manner.
5. Save the completed ProcessBook and install it wherever it is needed.
In some installations, the System Administrator may set your FactoryTalk
Historian ProcessBook to View Only (page 331) mode. If so, you cannot create and
save new ProcessBooks.
Create a New ProcessBook
Before you create a ProcessBook, you should consider planning an
organizational structure and a naming convention for the ProcessBook and
the entries within it.