Document Outline

• Introduction
  • Recent History and Requirements for FactoryTalk Historian ProcessBook
    • What's New in FactoryTalk Historian ProcessBook 3.2
  • What's New in This Release
• FactoryTalk Historian ProcessBook Essentials
  • What Can You View with FactoryTalk Historian ProcessBook
  • Start FactoryTalk Historian ProcessBook
    • Servers and Connections
      • Connect to a FactoryTalk Historian Server
      • FactoryTalk Historian Security
      • Network Errors
      • Displays and Connection Failure
      • Node Identifiers for Multiple FactoryTalk Historian Servers
    • Workspace
      • ProcessBook (.piw)
      • Display
      • Create a New ProcessBook or Display
    • Run Mode and Build Mode
  • Add-Ins
    • Add-In Manager
  • Menus and Toolbars
    • Command Menus
    • Customize Toolbars
    • Toolbar Buttons
      • Add Buttons to Toolbars
  • Browser Toolbar
    • Browse ProcessBooks and Displays
    • View Browsing History
    • Set a Home Page
    • Bookmarks and Browser History
      • Add/Edit Bookmarks
  • Keyboard Shortcuts
    • Assign a Keyboard Shortcut
    • Remove a Keyboard Shortcut
  • Preference Settings
    • General Preferences
    • Table of Contents Preferences
    • Display Window
    • Trend Preferences
    • Trend Elements Preferences
  • Print
    • Page Setup for Printing
    • Print Preview
    • Printer Setup
  • Change the Language Used for FactoryTalk Historian ProcessBook
  • About FactoryTalk Historian ProcessBook
• Work with a ProcessBook
  • Basic Steps to Build a ProcessBook
  • Create a New ProcessBook
  • Open an Existing ProcessBook
    • Work With Multiple ProcessBooks
  • Add ProcessBook Entries
    • Create a Text or Display Entry
    • Linked Display Entry
    • Create a Linked Display Entry
    • Linked ProcessBook Entries
      • Move Linked Entries
    • Operating System Command Entry
    • Create an Operating System Command Entry
      • Working Directory for Operating System Commands
  • Arrange ProcessBook Entries
    • Book View
      • Turn Pages in Book View
      • Resize a ProcessBook
      • Entries in Book View
      • Change the Name of an Entry in Book View
      • Change the Level of an Entry in Book View
    • Outline View
      • Collapse or Expand Outline View
      • Rearrange Entries in Outline View
      • Change the Name of an Entry in Outline View
      • Change the Level of an Entry in Outline View
    • Copy and Paste an Entry
    • Remove an Entry
    • Save a View of Your Displays
    • Save and Close a ProcessBook
  • Properties
    • Summary Information in ProcessBook
    • FactoryTalk Historian ProcessBook File Properties
      • Modify a ProcessBook Title
    • FactoryTalk Historian ProcessBook Display Properties
  • Import Files to a ProcessBook
  • File Sharing Capability
  • Move a ProcessBook to Another PC
• Work with a Display
  • Overview of Display Elements
    • Static Symbols
    • Dynamic Symbols
    • Buttons
    • OLE Objects
  • Manage Displays and Independent Display Files
    • Open a Display
      • Open Several Displays at One Time
      • Manage Multiple Open Displays
      • Open Independent Display Files
    • Browse a Display from Internet Explorer
    • Zoom Display Size
    • Full Screen Mode
    • Search for a Display
    • Reduce a Display to an Icon to Save Space
    • Save a Display
    • Display Settings
    • Display Scrolling Properties
    • Status Bar Indicators
  • Drawing Tools
    • Organizing Symbols
    • Drawing Area
    • Drawing Grid
      • Set Grid Size and Grid Snap
  • Formatting
    • Editable Formatting Attributes
    • Font
    • Line Color
    • Fill Color
    • Background Color
    • Line Weight
    • Line Style
    • Line Ends
    • Formatting Paintbrush
  • ToolTip Statistics
  • Time Range and Playback Toolbar
    • Scroll Options Dialog Box
    • Scroll Period
      • Scroll Period Constraints
      • Scroll Period Time Format
      • Change the Scroll Period
    • Display Range
      • Change the Display Range
      • The Change Display Range Dialog Box
      • Move the Display Range During Playback
  • Layers within Displays
    • Create Layers
    • Assign Symbols to Layers
    • Layers and Composite Symbols
    • Active Layers Status Bar
  • Migrate Displays to Another FactoryTalk Historian Server
• Visualize Data with Symbols
  • Trends
    • Create a Trend
      • Build a Trend with Multiple Plots
      • Move a Plot
      • Delete a Plot within a Trend
    • Edit a Trend
    • Define Trend Dialog Box
      • Display Format Tab
      • Trace Format Tab
      • Layout Tab
    • Configure Trend Scale
    • Trend Analysis Tools
      • Drag Zoom
      • Trend Zoom 2x In or Out
      • Expand a Trend
      • Trend Cursor
      • Add a Trend Cursor
      • Remove a Trend Cursor
    • Change Time Range
    • How Trends Refresh
    • Trend Appearance
      • Grid Lines and Labels
      • Grid Lines
      • Grid Line Labels
      • Value Scale Grid Lines
      • Single and Multiple Scales for the Vertical Axis
      • Time Scale Grid Lines
      • Traces
      • Hide Traces
      • Markers
    • Ad Hoc Trends
      • Create an Ad Hoc Trend
      • Save an Ad Hoc Trend Display
    • OpenVMS Trends and Graphics
      • Convert Trends
      • Convert Graphics
  • XYPlots
    • Draw an XYPlot
      • General Tab
      • Configure Pairings
      • Scale Box
      • Plot Time
      • Add a Data Set to an XYPlot
      • Display Format Tab
      • Plot Format Tab
      • Ad Hoc XYPlots
      • XYPlot Statistics
    • Linear Regression by Least Squares
    • Correlation Coefficient
    • Interpreting an XYPlot
    • Zoom/Revert Functions
    • Change Time Range Feature
    • XYPlot Cursors
      • Move the XYCursor from Point to Point
    • Bad Status Indicators
    • Out of Range Indicators
    • Too Many Points
    • Examples of XYPlots
      • Example 1: Comparing Values for Two FactoryTalk Historian Tags
      • Example 2: Comparing Different Tags to Optimize Performance
      • Example 3: Lab Comparisons
      • Example 4: Comparing a Batch Run to a Standard
      • Example 5: Comparing Two Time Ranges
  • Additional Dynamic Symbols
    • Values
      • Add a Dynamic Value
    • Button
      • Add a Button
    • Bars
      • Add a Dynamic Bar
      • Bar Scales
    • Multi-State Symbols
      • Create Dynamic Multi-State Symbols
  • Static Symbols
    • Text Symbol
      • Add Text to a Display
      • Edit a Text Box
      • Move a Text Block
    • Line Symbol
      • Draw a Line
    • Rectangle, Square, Arc, Ellipse, and Circle Symbol
    • Polygon Symbol
    • Polyline Symbol
    • Graphic Symbol
      • Add a Graphic
    • Symbol Library
      • Use a Symbol from the Symbol Library
    • Symbol Library Options
      • Change the Appearance of a Symbol
      • Symbol Properties
• Work with Symbols
  • Details and Annotations
    • Details Window
      • Open Details Window
    • FactoryTalk Historian Annotations Maintenance
      • Add Annotations
  • Data Favorites
    • Select a Default Symbol for Data Favorites
    • Search for Data Favorites
    • Favorites Panel
      • Use Favorites
      • Import or Export Data Favorites
      • Process Drags Between FactoryTalk Historian ProcessBook and Outside Applications
  • Time Range Toolbar
    • Revert Time Range
    • Change the Time Range
    • Use the Scrolling Time Range
    • Time Forward and Back
    • Set Time Range for Future Trends
  • Select and Move a Symbol
  • Select Multiple Symbols
  • Rotate a Symbol
  • Flip a Symbol
  • Delete a Symbol
  • Stacking Order
    • Move a Symbol Forward or Backward in the Stack
  • Align Multiple Symbols
  • Group, Ungroup, or Regroup Symbols
  • Connect Symbols
    • Connector Symbol
      • Connect Two Symbols
      • Attach a Symbol to a Connector
    • Connection Points
      • Add Connection Points
      • Select Among Multiple Connection Points on One Symbol
      • Delete Connection Points
      • Move Connection Points
      • Determine the Identifying Number of a Connection Point
    • Connectors Dialog Box
      • Connectors Dialog Box, Flow Tab
      • Configure the Flow Tab
      • Connectors Dialog Box, Attachments Tab
      • Configure the Attachments Tab
    • Attach a Symbol as an Adjunct to a Connector
    • Attach a Symbol as an Adjunct to Another Symbol
      • Move Attached Symbols Independently
    • Detect Connections and Attachments
    • Reroute a Connector Path
  • Item Definition
    • Display or Change Item Definition
  • Status Report for Dynamic Symbols
  • Status Flags for Data
• Data Streams
  • About FactoryTalk Historian Data
  • FactoryTalk Historian Tags (Points)
    • FactoryTalk Historian Tag Search
    • View Point Attributes
    • FactoryTalk Historian Server Data Types
    • Data from a FactoryTalk Historian System
      • FactoryTalk Historian Data Archive
      • Updates to FactoryTalk Historian Data
  • Element Relative Display (ERD)
    • Connect to an AF Database
    • Element Search
    • Add Element Relative Data to a Dynamic Symbol
    • Context Path
    • Work with the Element Relative Display Window
  • Data Sets
    • PI Calculation Data Sets
      • Create a PI Calculation Data Set
      • Intervals and Time Value
      • Plot a Moving Average in a Trend
    • ODBC Data Sets
      • Create an ODBC Data Set
    • Custom Data Sets
    • Placeholders
      • Processing of Placeholder Queries
      • Design Placeholder Queries
      • Add or Edit Placeholders
    • Is a Data Set in Use?
    • Data Set Details
    • Add a Data Set to a Trend
    • Time Intervals for Plotting Tags and Data Sets
    • Refresh a Trend Containing a Data Set
    • Add Data Sets to Bars or Values in a Display
    • Run FactoryTalk Historian ProcessBook When Data Sets Are Included
    • Edit a Data Set
    • Delete a Data Set
    • Copy a Data Set to Another ProcessBook
    • Loading Custom Data Sets
    • Configure a Symbol with an AF Attribute
    • Configure the AF2.x DataSet
  • ODBC
    • ODBC Driver Manager
    • ODBC Drivers
    • ODBC Data Sources
    • ODBC Data Access
    • ODBC Data Source Administrator
    • Prepare for ODBC
    • Configure the ODBC Data Source
    • Use MSQuery to Build Data Sets
    • Assumptions About Timestamps and Data Sets
    • Stored Procedures in Queries
    • Troubleshoot ODBC Data Sets
    • Trace ODBC Calls
      • Initiate Call Tracing
    • Delete an ODBC Driver
    • Delete an ODBC Data Source
    • Edit an ODBC Data Source
• Embedding and Linking
  • Overview of FactoryTalk Historian ProcessBook OLE Compound Documents
  • OLE Automation in FactoryTalk Historian ProcessBook
  • Object Linking and Embedding
    • Embedded Objects
    • Linked Objects
    • Should You Link or Embed?
  • ActiveX Controls
    • Add a Control
  • Example of Embedded and Linked Objects in a ProcessBook Display
  • Icons vs. Graphics
  • Embed in FactoryTalk Historian ProcessBook
    • Embed an Existing File in a Display
    • Embed a New File in a Display
  • Windows Drag and Drop
  • Link a File to a Display
  • Dynamic and Manual Updates of a Linked Object
  • Edit, Update, or Break Links
  • How Links Are Stored
  • Select a New Source Link
  • Edit the Appearance of an OLE Object
  • Commands That Ignore OLE Objects
  • Placement of OLE objects
  • OLE Object Colors
  • Edit the Contents of OLE objects
  • Edit the Contents of an Embedded Object
  • Edit the Contents of a Linked Object
    • Edit Contents of OLE Objects
  • Delete an OLE Object from a Display
  • Display an OLE Object with an Icon
  • Convert Objects to Icons
  • Share ProcessBook Displays with Other Applications
    • Embed a New Display in Another OLE Application
    • Embed an Existing Display in Another OLE Application
  • Link a ProcessBook to Another Application
  • OLE Container/Server
• Visual Basic for Applications in FactoryTalk Historian ProcessBook
  • VBA Commands
  • ActiveX Automation
  • What You Can Do with ActiveX Automation in FactoryTalk Historian ProcessBook
  • Automation Vocabulary
• Installation
  • System Requirements
  • 64-bit Operating Systems
  • Upgrade from a Previous Version of FactoryTalk Historian ProcessBook
  • Other FactoryTalk Historian System Client Products
  • Installation Test
  • Installed Files
• System Administrator Notes
  • High Availability Configuration Settings
    • Recommended Connection Preference Setting
  • MDB to AF Migration
    • Module Relative Display Add-in
    • Multiple Versions of FactoryTalk Historian Server or FactoryTalk Historian ProcessBook
  • Playback Toolbar Setting Defaults
  • FactoryTalk Historian ProcessBook Connection to Windows NT Servers
  • DEP Security
  • Read/Write Data Access for Users
  • Machine Address
  • PROCBOOK.INI
    • Startup Section
      • Startup Example
    • ProcessBook View Section
    • Conversion Section
    • Data Manager Section
    • Trend Definition Section
      • Trend Definition Example
    • Colors Section
    • Time Range Scroll Section
    • ProcessBook Level Section
    • Display Colors Section
    • XYPlot Definition Section
    • Macro Protection
    • View Only Mode
  • IMPPIGP.INI
    • Color Section
    • Line Style Section
    • Font Section
    • Marker Section
    • Display Section
  • SETUPProcessBook.LOG
• Supplemental Information
  • FactoryTalk Historian Time
    • FactoryTalk Historian Time Abbreviations
    • FactoryTalk Historian Time Expressions
    • FactoryTalk Historian Time String Examples
  • Table of Format Values
    • FactoryTalk Historian Point Attributes
  • Troubleshooting Tips
    • Display Cannot Find Data
    • Trend Cursor Does Not Appear
    • Trend Legend Does Not Appear
    • Cannot Change or Save a Display
    • Is an XYPlot Updating?
    • Is an OLE Object in a Display Linked or Embedded?
    • Linked Object Data Is Not Updating
  • ODBC Problems
    • Missing ODBC Trace
    • Missing ODBC Data Sources
• Technical Support and Resources
  • Technical Support
    • Knowledgebase
    • Worldwide Support
    • Training Programs
    • Consulting Services
    • TechConnect Support
    • Find the Version and Build Numbers
    • View Computer Platform Information
• Index