PI DataLink 2017 SP1 User Guide PDF

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PI DataLink 2017 SP1 User Guide OSIsoft, LLC 1600 Alvarado Street San Leandro, CA 94577 USA Tel: (01) 510-297-5800 Fax: (01) 510-357-8136 Web: http://www.osisoft.com PI DataLink 2017 SP1 User Guide © 1992-2017 by OSIsoft, LLC. All rights reserved. No part of this publication may be reproduced, store...

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PI DataLink 2017 SP1 User Guide

OSIsoft, LLC 1600 Alvarado Street San Leandro, CA 94577 USA Tel: (01) 510-297-5800 Fax: (01) 510-357-8136 Web: http://www.osisoft.com

PI DataLink 2017 SP1 User Guide

© 1992-2017 by OSIsoft, LLC. 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.

OSIsoft, the OSIsoft logo and logotype, Managed PI, OSIsoft Advanced Services, OSIsoft Cloud Services, OSIsoft Connected Services, PI ACE, PI Advanced Computing Engine, PI AF SDK, PI API, PI Asset Framework, PI Audit Viewer, PI Builder, PI Cloud Connect, PI Connectors, PI Data Archive, PI DataLink, PI DataLink Server, PI Developer’s Club, PI Integrator for Business Analytics, PI Interfaces, PI JDBC driver, PI Manual Logger, PI Notifications, PI ODBC, PI OLEDB Enterprise, PI OLEDB Provider, PI OPC HDA Server, PI ProcessBook, PI SDK, PI Server, PI Square, PI System, PI System Access, PI Vision, PI Visualization Suite, PI Web API, PI WebParts, PI Web Services, RLINK, and RtReports are all trademarks of OSIsoft, LLC. All other trademarks or trade names used herein are the property of their respective owners. U.S. GOVERNMENT RIGHTS

Use, duplication or disclosure by the U.S. Government is subject to restrictions set forth in the OSIsoft, LLC license agreement and as provided in DFARS 227.7202, DFARS 252.227-7013, FAR 12.212, FAR 52.227, as applicable. OSIsoft, LLC. Version: 5.4.1

Published: 28 December 2017

Contents Introduction.............................................................................................................. 1 PI DataLink overview.......................................................................................................................................1 PI DataLink Server (DLS)............................................................................................................................. 2 About this release........................................................................................................................................... 2 System requirements for PI DataLink.......................................................................................................... 2 Upgrade compatibility.................................................................................................................................2 Supported data types.................................................................................................................................. 3 PI DataLink installation................................................................................................................................... 4 Install PI DataLink....................................................................................................................................... 4 Silent installation.........................................................................................................................................5 View PI DataLink in a supported language................................................................................................... 5 Connection preferences to PI Data Archive collectives.................................................................................6 PI Data Archive configuration...................................................................................................................... 6 Microsoft Excel add-in configuration............................................................................................................... 6 View add-in status....................................................................................................................................... 7 Enable a disabled add-in..............................................................................................................................8 Activate an inactive add-in.......................................................................................................................... 8 Security recommendations............................................................................................................................. 9 Excel file security......................................................................................................................................... 9 Excel add-in security.................................................................................................................................. 10 Account privileges..................................................................................................................................... 10 Organizational security practices............................................................................................................... 11 Strategies for logging................................................................................................................................ 11 About this document..................................................................................................................................... 12

Basics...................................................................................................................... 13 User interface................................................................................................................................................ 13 PI DataLink tab.......................................................................................................................................... 13 Function task panes................................................................................................................................... 14 Right-click menu........................................................................................................................................ 15 Overview of PI DataLink functions................................................................................................................. 15 Data items................................................................................................................................................. 16 Input entry................................................................................................................................................. 17 Time inputs................................................................................................................................................18 Appended data.......................................................................................................................................... 19 Display formats......................................................................................................................................... 19 Interpolated values.................................................................................................................................... 20 Searches....................................................................................................................................................... 20 Search for data items.................................................................................................................................21 Search for assets by filtering...................................................................................................................... 25 PI DataLink settings.......................................................................................................................................27 Manage PI DataLink settings from Excel.................................................................................................... 27 Time-zone-setting limitations....................................................................................................................30 Change PI DataLink settings for all users on a computer............................................................................ 30 Delete PI DataLink settings for all users on a computer.............................................................................. 31 Manage connections to servers..................................................................................................................... 32

Worksheet creation.................................................................................................. 33 PI DataLink 2017 SP1 User Guide

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Contents Process of creating worksheets......................................................................................................................33 Retrieval of large amounts of data................................................................................................................. 34 Asset-relative displays................................................................................................................................... 34 Create an asset-relative display..................................................................................................................35 Events in worksheets..................................................................................................................................... 37 Explore events related to an element.........................................................................................................39 Explore events with child events................................................................................................................ 42 Compare events by including child events................................................................................................. 44 Compare events by including parent events...............................................................................................50 Search for events of a specific parent event............................................................................................... 52 Reserved attribute names.......................................................................................................................... 53

PI DataLink functions............................................................................................... 55 Current Value function...................................................................................................................................55 Current Value example.............................................................................................................................. 56 Archive Value function...................................................................................................................................57 Archive Value example.............................................................................................................................. 59 Compressed Data function............................................................................................................................ 59 Compressed Data example........................................................................................................................ 62 Sampled Data function..................................................................................................................................62 Sampled Data example............................................................................................................................. 64 Timed Data function......................................................................................................................................65 Timed Data example................................................................................................................................. 66 Calculated Data function............................................................................................................................... 67 Calculated Data example........................................................................................................................... 71 Time Filtered function................................................................................................................................... 72 Time Filtered example............................................................................................................................... 74 Explore Events function................................................................................................................................. 74 Explore Events task-pane reference........................................................................................................... 75 Explore Events example.............................................................................................................................79 Compare Events function.............................................................................................................................. 79 Compare Events task-pane reference........................................................................................................ 80 Path notation for Compare Events function...............................................................................................84 Compare Events example.......................................................................................................................... 84 Asset Filter Search function........................................................................................................................... 85 Properties function........................................................................................................................................85 Properties example.................................................................................................................................... 87

Worksheet usage and maintenance........................................................................... 89 Function arrays............................................................................................................................................. 89 Common function array tasks....................................................................................................................90 Update inputs to a function array.............................................................................................................. 90 Array size...................................................................................................................................................91 Resize arrays..............................................................................................................................................91 Calculation frequency....................................................................................................................................92 Automatic Update feature.........................................................................................................................92 Triggered recalculation.............................................................................................................................. 93 Recalculate manually.................................................................................................................................94 Worksheet sharing........................................................................................................................................ 94 Set Workbook Calculation option to manual..............................................................................................95

Advanced topics...................................................................................................... 97 PI time........................................................................................................................................................... 97 iv

PI DataLink 2017 SP1 User Guide

Contents PI time abbreviations................................................................................................................................. 97 PI time expressions....................................................................................................................................98 Time-stamp specification.......................................................................................................................... 98 Time-interval specification........................................................................................................................ 99 Expressions................................................................................................................................................. 100 Use expressions in PI DataLink functions..................................................................................................101 Expression syntax.................................................................................................................................... 101 Expressions in Excel cells..........................................................................................................................102 Cell references in expressions.................................................................................................................. 102 Restrictions on data items in expressions................................................................................................. 104 Expression examples................................................................................................................................104 Filter expressions..................................................................................................................................... 105 Manual function entry..................................................................................................................................105 Define functions manually....................................................................................................................... 105 Guidelines for entering arguments manually............................................................................................105 Output codes........................................................................................................................................... 106 Functions to write data................................................................................................................................ 108 Write data to PI Data Archive or PI AF......................................................................................................108

Tag functions......................................................................................................... 111 Point ID to Tag function................................................................................................................................111 Point ID to Tag example........................................................................................................................... 112 Attribute Mask to Tag function.................................................................................................................... 112 Attribute Mask to Tag example.................................................................................................................113 Search for PI points...................................................................................................................................... 113

Trends................................................................................................................... 115 Create a trend.............................................................................................................................................. 115 Create a trace of values in the worksheet.........