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22/1/2019 53200 - FactoryTalk Historian SE: Excel Column Definitions for PI-SMT Add-On

FactoryTalk Historian SE: Excel Column De nitions for PI-SMT Add-On


53200 | Date Created: 06/24/2008 | Last Updated: 01/11/2018
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Access Level: TechConnect

Question
What are the columns listed in the Pi TagConfigurator add on utility when tags are imported or exported from
Excel?

Environment
FactoryTalk Historian SE
Microsoft Office

Answer
**Note - Column letters may or may not match up exactly to the user's, but the definitions are still the same.**

Column Definitions Notes


A
Select

B
Tag

C The archiving flag must be set to ON (1) for a point to be archived. This flag can
archiving
be set to OFF (0) to stop archiving of a point.
D
changedate Not modifiable

E
changer Not modifiable

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The compression algorithm is executed in the Snapshot Subsystem of the PI


Server, not in the interfaces.

If the Compressing attribute is set to ON, then the compression specifications are
used to filter the data passed to the Archive from the Snapshot. The result is that
only significant data are written to the archive.

The compression specifications consist of a deviation (CompDev), a minimum


time (CompMin), and a maximum time (CompMax). An event is archived if the
elapsed time since the previous event is greater than or equal to the minimum
time and the value has changed by more than the deviation. For points
associated with interfaces that send exception reports, the CompMin should be
0.

F
compdev Events are also archived if the elapsed time is greater than the maximum time.
The recommended maximum time specification is one work shift (e.g., 8 hours).
Duplicate values will be archived if the elapsed time exceeds CompMax. Under
no circumstances does this cause PI to generate events; it only filters events that
are externally generated.

The most important compression specification is the deviation, CompDev. Setting


this value too low causes too little data compression and wastes space in the
archive. Setting this value too high causes loss of useful data. For most flows,
pressures, and levels, use a deviation specification of 1 or 2 percent of span. For
temperatures, the deviation should usually be 1 or 2 degrees.

For non numeric tags, CompDev and CompDevPercent are ignored. They will be
displayed by applications as zero.

CompDev specifies the compression deviation in engineering units;


CompDevPercent specifies the compression deviation in percent of Span. If you
change one, the other is automatically changed to be compatible. If you try to
change both at once, CompDevPercent takes precedence.

Compdevpercent will always take priority over compdev just like excdevpercent
will always take priority over excdev.
G
compdevpercent
The way to overcome this is to delete the compdevpercent column out of the
excel spreadsheet. Once this is done you will be able to change the compdev
value and the new value will appear in the Point Builder.

Set compression OFF for laboratory and manually entered tags so every value is
recorded in the archive. Even with compression turned off, the number of events
for these tags is usually small.

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H
compmax

I
compmin

The compression flag should be set to ON (1) for most points. With compression
off, every value sent to the Snapshot is saved in the archive.

Compression should be turned on for all real-time points in the system.


Compression affects digital points, since a new value is recorded only when the
current value changes.

J
compressing Points of types Blob and string have a similar behavior; new events pass
compression only when the value changes. String values are compared ignoring
case. ("VaLuE" and "valUe" are equal) . For blob events, any change is
significant.

For sampled data, such as laboratory-tested data, compression is typically


turned off.

K
convers

L
creationdate Not modifiable

M
creator Not modifiable

N
dataaccess

O
datagroup

P
dataowner

Q
descriptor The descriptor field is optional.

R If the point type selected is Digital, then a Digital Set must be selected. The
digitalset Digital Set drop down is populated with the Digital State Sets from the selected
PI Server
S
displaydigits

T
engunits The Engineering Units field is optional.

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Exception Deviation. Most interface programs use exception-reporting


specifications to determine when to send data to the Snapshot. The exception
reporting specifications consist of a deviation (ExcDev), a minimum time
(ExcMin), and a maximum time (ExcMax).

An exception is generated if an event occurs and the time since the last event is
greater than or equal to the minimum time and the value has changed by more
than the deviation.

An exception is also generated if an event occurs and the elapsed time is greater
than the maximum time.

Duplicate values are reported if the elapsed time exceeds ExcMax. Under no
U
excdev circumstances does this cause PI to generate events; it only filters events that
are externally generated.

When an exception occurs, the event (both timestamp and value) that caused
the exception and the previous event are sent to the Snapshot. The interface
programs execute the exception-reporting algorithm, so distributed collection
nodes send exception reports to the PI Data Archive node.

The exception deviation should be less than the compression deviation by at


least a factor of 2.

For digital, string and blob tags, ExcDev and ExcDevPercent are ignored. They
are displayed by applications as zero.

ExcDev specifies the exception deviation in engineering units; ExcDevPercent


V specifies the exception deviation in percent of Span. If you change one, the other
excdevpercent
is automatically changed to be compatible. If you try to change both at once,
ExcDevPercent takes precedence.
W
excmax

X
excmin

Y
exdesc Extended Descriptor (Exdesc) The Extended descriptor field is optional.

Z
filtercode

AA
instrumenttag

AB
location1

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AC
location2

AD
location3

AE
location4

AF
location5

AG
pointid Not modifiable

AH
pointsource A point source must be specified.

A point type must be selected from the drop down list of point types. If the
AI selected point type is Digital, then a Digital Set belonging to the server listed in
pointtype
the PI Server drop down may be selected. If no Digital Set is selected, the point
will be created using the System digital set.
AJ
ptaccess

AK A point class from the list of point classes that belong to the server listed in the PI
ptclassname
Server combo box must be selected.
AL
ptgroup

AM
ptowner Not modifiable

AN
recno

AO Some interface programs use a scan flag. Interfaces that honor this attribute will
scan not update points whose scan flag is set to OFF. Refer to the documentation to
see if your interface program uses it.

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In some cases it is useful to record, to PI Points, when the Archive was shut
down. That way there is a clear indication of a gap in the data collection. Points
may be configured so that PI will automatically add a shutdown event with the
timestamp of the PI Server shutdown. These events are called shutdown events.

The shutdown flag for a point is set to TRUE (1) to indicate that shutdown events
should be recorded for this tag. The default is TRUE.

For points collected from interfaces on distributed collection nodes, set this flag
to FALSE (0) because data buffering in PINet or PI API will retain the data until
AP the home node is running again. Therefore, there are no data gaps to identify
shutdown with shutdown events.

Many sites configure points that store laboratory test values so that the lab test
points will not receive shutdown events. Lab values are assumed to be constant
between tests. Inserting shutdown events for these points can be misleading.

The shutdown flag is used in conjunction with the configuration file


dat\shutdown.datXE "Shutdown.dat" . For more information about configuring
shutdown events, refer to PI Server System Management Guide, Chapter 1, "PI
System Management."

No source tag is required to create a point, but one may be specified. If the text
AQ in the Source Tag field is blue, the point does not exist on the selected server. If it
sourcetag
is black, then the point exists, or a server has not been selected, so the name
cannot be validated.
The span is the difference between the top of the range and the bottom of the
range. It is required for all numeric data type points.

For float16 point types, the span is used with the zero for scaling values in the
archive. The span must be a positive value. If the value for a point type float16
point is greater than the top of range, it is recorded in the archive as Over Range.
AR For other point types, zero and span do nsot affect the values recorded in the
span archive.

The span is also used when defining a PI ProcessBook trend with a vertical scale
of database.

This attribute is not used for non numeric points.

AS
squareroot

AT
srcptid Not modifiable

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The step flag affects only numeric points. It defines how numeric archived values
are interpolated. The default behavior, step OFF (0), treats archived values as a
continuous signal. Adjacent archived values are linearly interpolated. For
example, at 12:00:00, the value 101.0 is archived and at 12:01:00, the value
102.0 is archived. A request for the archive value at 12:00:30 would return 101.5.

A step flag of ON (1) treats the archived values discretely. Adjacent archived
values are not interpolated; an archived value is assumed constant until the next
archived value.

For example:

At 12:00:00, the value 101.0 is archived,


AU
step At 12:01:00, the value 102.0 is archived,

A request for the value at 12:00:30 would return 101.0.

In general, data coming from continuous signals should be archived in points


with the step flag OFF. Examples might include signals from thermocouples, flow
meters, etc. Data coming from discrete measurements should be archived in
points with the step flag on. Examples are sampled lab data, batch charge
weight.

In addition, the step flag affects the compression calculation. When it is ON (1) a
linear change of value greater or equal to CompDev passes compression. This is
essentially the same as the exception calculation explained above. When the
step flag is OFF (0) the complete swinging-door algorithm is applied.

AV
totalcode

AW The typical value is used only to document an example of a reasonable value for
typicalvalue this point. For a numeric tag, it must be greater than or equal to the zero, and
less than or equal to the zero plus the span.
AX
userint1

AY
userint2

AZ
userreal1

BA
userreal2

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A zero is required for all numeric data type points to indicate the lowest value
possible. It does not have to be the same as the instrument zero, but that is
usually a logical choice. Certain interfaces require that the zero and span match
the instrument system range; see the interface documentation for details.

The zero is the bottom of the range used for scaling float16 values in the PI
BB
Zero Archive. If the value for a float16 type point is less than the bottom of range, it is
recorded in the archive as "Under Range." The digital state is substituted for the
under range value when the archive cache is flushed to disk. The zero is also
used when defining a PI ProcessBook trend with a vertical scale of database.

This attribute is not used for non numeric points.

NewTag Used to rename an existing tag

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