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1. M 1 22 DATABASE CONNEC TION PROPERTIES rerien iian taa otn ma op actua De ses utt ue eos etim cantaeptto tud cob poer tueatur tp esa 1 22 EXPORTING CONFIGURATION DATA estupidas ocio liada a iod es 1 23 IMPORTING CONFIGURATION DATA a iia 1 25 EDIT Ee Ec EM 1 28 MUENPEYANCG ITEMS S sretaciocat docs cese 1 28 MEWMENO MR n M n recent est 1 29 SELECTING CANGUAGE Skera U M 1 30 GO MENU arta A a a e E d MERI EIE e E A e 1 30 jEe 9 Es zs ti cidcid 1 31 SETTING THE WORKING DIRECTORY iiiter dolomita a E T S 1 31 OPTION Sere r A EE E 1 31 Ciz za O da coin tried RA 1 32 GEOBALABASING ENGINE TAB tres ari a Oat cea wall at utet Cb aa tad eite ud atu tau eee Leu 1 33 GLOBAL ALIASING CLIENT TAB c 1 34 GEOBALALIASINGENCINE ascetic ee atch en ele 1 35 COMPACTING AND REPAIRING MS ACCESS DATABASES tee itera enn enne nnn nnne 1 36 RELOADING THE CONFIGURATION cus seara tutor da E a a a sueco ia 1 36 yO eg act sea ere rcp 1 37 CHAPTER 2 CONFIGURING GLOBAL ALTASES 0000222 einai 2 1 OVERVIEW OF ALIAS CONFIGURATION eeeeeeeeeeeee nnnm nnnm nnne nnne ann n nnns nnn nnns sinn nnns nnns 2 1 ICONS IN ALIASES TREE CONT OM MF 2 2 CREATING NEW ALIAS FOLDERS c lead 2 2 CONFIGURING ALIAS FOLDER PROPER TES costado 2 3 CREA RING NEW ARIAS ES uia srta
2. X 2 5 GONFIGURING ALIAS PROPERTIES litio auo E tu mnn E L Ro dan pP ime ep eec Mt ED MCI EDS ULM D EI e LO tetas 2 6 CREATING NEW ALIAS VALUES costas slds 2 8 CONFIGURING ALIAS VALUE PROPERTIES unicidad 2 9 CHAPTER 3 CONFIGURING THEMES n ial ne ee ee ee 3 1 OVERVIEW OF mc dia aaa 3 1 CREATING NEW TREMES s unida Statius a Ra di coca Siad 3 1 CONFIGURING THEME PROPEPTIBS tide tra ictor rad ate sa tod beo senta a dept ettet ae ate un dpdoter eee atomi eto teis 3 2 BROWSER BELO aa E HM 3 3 CREATING NEW THEME ITEMS 5 567 uod de edet ero Un x ER UD ADS e ded uoc a eo ender ele redii Rs be a eto ee vta tea 3 4 CONFIGURING THEME ITEM PROPERTIES hernias ee A A o 3 5 BROWSER FIELD oii 3 6 CHAPTER 4 GLOBAL ALIAS BROWSER erena e geo e pape sano Gogo Eo conne e Fan eoe id ea 4 1 USING THE GLOBAL ALIAS BROWSER e seeereneeossererena mss aa assess nas ss sac sas a ssa sa cse sa as aaa casas 4 1 Ill Global Aliasing IV Chapter 1 STARTING THE GLOBAL ALIASING CONFIGURATION introduction to Global Aliasing The Global Aliasing System is a powerful feature implemented in ProcessView clients and servers GraphWorX TrendWorX and AlarmWorX Global aliases are stored in the central global database Microsoft SQL Server
3. coca Specifying the Theme Item and Scope 5 The selected Theme Item and Theme Scope are now indicated in the Themes dialog as shown in the figure below Click OK a Buildings unget gt Current dac level 0 Floors unget gt Current dac level 0 O GasinGas D Local lias Dl Node C FIC Rooms Hooml Document level O OSignal Edit Theme ltem Theme Scope Theme Scope Indicated 6 The selected themes appear under Global Alias Start Themes in the Display Properties dialog box as shown in the figure below 1 6 Starting the Global Aliasing Configuration Display Properties p General window Runtime Runtime Adv Grid Load Tabs TaalTips WEA Global Alias Start Themes Buildings Floors Hoome 2 Display Transparency SS White background Print View Area Current visible area Enable Transparent Calor Select transparent color E Enable Alpha Translucency C Home view C Fit to Window view C world view Set value 255 E Global Alias Themes Added to Display Properties Implementation in GraphWorX GraphWorX supports Global Aliasing by interfacing to the Smar Global Aliasing Server Global aliasing is integrated into the following GraphWorX features Support for visible objects rectangles ellipses lines etc o Description o Custom command o Global Alias Browser for general page Support for dynamics size location rota
4. NER EMEN Saves the current database under a different name as a Microsoft Access mdb or Microsoft Data Link udl file Connection DEM Displays the current database connection properties see Properties below Exports configuration data from your database to a text file Export CSV txt or a Microsoft Excel file csv You can specify the e and what to export Imports data into your configuration database from a text Import CSV file txt or a Microsoft Excel file csv You can then specify the delimiters and choose from the import settings XML Export Exportsconfigurationdatato an XML file O DO Exports configuration data to an XML Schema file Schema XML Import Imports configuration data from an XML file EY This feature does not import an XML data file but it will try XML Validate to validate its structure using stored XML schema Once it passes this validation the XML file is acceptable for import by the Configurator Makes the current database active for use by the global Make Active aliasing engine If this command is not available then the current database is already the active database Exit Closes the application Database Connection Properties Selecting Connection Properties from the File menu opens the Database Connection Properties dialog box shown below which lists the initialization properties for the current database connection Starting the Global Aliasing Configuration Database con
5. USER S MANUAL O T Global Aliasing E GlobalAliasCfg mdb Global Aliasing Configurator by Smar File Edit View Go Tools Help D ca A RE lt gt A Aliases E NewFolder re fa Building ER BuildingIdent BE Buildings Building4 2 EI Buildings BuildingB LE Buildings Buildingc 88 Floor be He PloorCaption EE FloorIdent mit Room E gi Room aption El Roomident Ba T EE ER EP a a Theme Item lias Value EJBuildinas Buildinga Massachusetts EJBuildinas Buildinge Ohio E Buildings BuildingT Pennsylvania FL gl E Mame Building dent 4 Enable Description pss human readable identification string Alias Browser Global Al v Display In Alias Browser Use Alternate E i f Roomlemperabure Fa Themes JUS NE E Buildings Name d t Buildina Use Alternate oW MAE Description El E Building F o B Building a e Floors ce Alias Do x A Rooms z Apply Add Mew Alias 3 Objects Sel eue n Ready Pet MAY 06 Global Aliasing VERSION 8 PVI EWGALME Specifications and information are subject to change without notice Up to date address information is available on our websit
6. 4 In some cases you may want to use an alternate or abbreviated name for the theme that will appear in the Theme Browser 5 When you have finished configuring the theme properties click the Apply button The new theme appears under the tree control as shown in the figure below Fae Aliases HAS Themes zi FA Buildings nr rioois B 2 ACT New Theme Added to Tree Control Configuring Theme Properties Configure the following parameters for themes as shown in the figure below 3 2 Configuring Themes Hae Aliases 0 2 Themes 4 Mame NewT heme v Enable e Buildings Description de Floors Re Ly New Theme Dr d Alias Browser k ooms v Display In Theme Browser i TT Room NM 2 Room Use Alternate B Mame Use Alternate Description a Reset Add Mew Theme Configuring Theme Properties Name The name should have the following characteristics e The first character in the name must be a letter or an underscore e The last character in the name can be a number e The name should be as short as possible to maximize the efficiency of the Global Aliasing Engine Server Enable When not checked the theme is inactive and does not appear in the Theme Browser All theme items for that theme are also disabled When you re enable a theme by checking the Enable check box select Reload Configuration from the Tools menu This cleans out the global aliasing data cache in the Global Alias
7. When configuring global aliases you can Create folders to organize aliases Create new aliases Create new alias values Enable or disable aliases and folders Add folders and aliases to the Global Alias Browser Determine how folders and aliases are displayed and described in the Global Aliases tab of the Unified Browser Associate aliases with themes Associate alias values with theme items Specify default alias values ias EB LEE Dk r Enable Defaut Valua Thema mf caorc aore ves ves Ce 8 Building 8 Building Yes Yes Buildings 9 68 Buidngidert 8 Buildingidert Yes Yes Euldings E a Floor f Floor Ves Yes Floors E ER RoorCapiion H FloorCaption ras Yes zsFloaridancs gt in x Fiocrldent E Fioorldent Yes Yes Floors ie B easiness fit GasinGas ves Yes GASInGAS H EJ LocaAlias 8 Localalias res es Local has be 8 made tr ade Yes Yes Node ES Ei Room 4 Room ras Yes Rooms pr Poom apion E Room caption Yes Ves lt Roomident gt on c m 8 Rocenldent 8 Raomident ves Yes Rooms E i RocmTemperature 38 RoomTemperature Yes Yes SMAR DataWox32 m 8 signal i signal Yes Yes Signal E alt Themes E 114 Object s NUM P Aliases Tree Control The structure of the tree control is mimicked in the Global Aliases tab of the Unified Browser as shown in the figure below lt Floor gt Global Aliases A Aliases Building BuildingIdent Building human readable identifica
8. and currency fields according to local settings in Windows For example using CSV you cannot export data on German Windows and import it on English windows without making changes Windows has an installed automation object that has the capability to work with XML Thus programmers can create modify their configurations outside the Configurator using Visual Basic if desired e XML supports schemas A schema is a special XML file that specifies the data structure of an XML data file To import data select XML Import from the File menu This opens the Import XML File dialog box as shown in the figure below Give the file a name and then choose the directory from which you want to import the data You can then specify the delimiters and choose from the following import settings Click Open o Create new items When the import file contains items that are not yet in the configuration database then it creates them Otherwise it skips these items o Update existing items When the import file contains items that are in the configuration database then it updates them using data from the import file Otherwise it skips these items Either Create new items or Update existing items must be selected Otherwise there is nothing to import Selecting XML Validate from the File menu does not import an XML data file but it will try to validate its structure using stored XML schema Once it passes this validation the XML file is acceptable for i
9. e Alias Cache Cache used to resolve global aliases during runtime mode e Browse Cache Cache used for the global alias browser The Alias Cache and the Browse Cache are disabled by default but you can enable each cache by checking Enable Cache When a cache is enabled you can also check Apply Cache Size Limit and specify a size limit in kilobytes for each cache memory It is recommended that you specify a cache size limit If no size limit is specified for a cache the cache database will continue to grow indefinitely If the specified size limit is exceeded the first in first out rule applies data are deleted from the cache from oldest to most recent i e the oldest data are deleted first 1 33 Global Aliasing 1 34 Viewing and Testing the Database Connection The Database Connection settings specify the current Microsoft Access mdb or Microsoft Datalink udl configuration database for the Global Aliasing Configurator File Name To select a database click the button next to the text box under File Name and browse for the file Use Specific ID and Password Checking this option allows you to protect the configuration database with a User Name and Password Read write access is allowed only for the specified user If you do not want to password protect the configuration database check Use Blank Password to disable the Password field View Connection String To see the string used to connect the configurat
10. gf Building Description 88 Euildingldent zig Floor m c FloorCaption Theme Not Assigned gf Floorident Alias Browser m l Room W Display In Alias Browser e Poor Caption 4 Use Alternate My Room Caption Name E zit Roomident Mame a EH RoomTemperature Use Alternate E Description zi 0 42 Themes DE A Buildings amp 49 Floors Cee Ne etRoomidenttl gt on lt Floorldent gt in lt HBuldingldenttt gt LE 4 Rooms IM Apply Heset Add New Alias Configuring Alias Properties Name The name should have the following characteristics e The first character in the name must be a letter or an underscore e The last character in the name can be a number e The name should be as short as possible to maximize the efficiency of the Global Aliasing Engine Server Enable When not checked the alias is inactive and does not appear in the Global Alias Browser When you re enable an alias by checking the Enable check box select Reload Configuration from the Tools menu This cleans out the global aliasing data cache in the Global Aliasing Engine Server A message box appears asking if you want to continue Click Yes to clean out the cache 2 6 Overview of Alias Configuration If Notify clients is checked global aliases are also reloaded in all client applications e g GraphWorX AlarmWorX TrendWorX GASEngineConfigurator q E E X 22 You are about reloading Global Aliasing Eng
11. OK Cancel Selecting a Language Alias to Use As an Alternate Name or Description 3 7 Global Aliasing 3 8 Chapter 4 GLOBAL ALIAS BROWSER Using the Global Alias Browser Throughout the ProcessView client applications such as GraphWorX TrendWorX and AlarmWorX you can use global aliases in certain data fields e g process points and trend pens To select global aliases you can open the Global Aliases tab in the Unified Browser shown in the figure below Select a global alias from the Unified Browser which includes all global aliases in the global alias database This eliminates the need to manually type in the alias names All global aliases that are configured in the Global Aliasing Configurator are conveniently available to choose from inside the browser The tree control of the Global Aliasing Configurator is mimicked in the tree control of the Browser Global aliases use the following syntax global alias namef gt Select a global alias by double clicking the alias name e g Floor in the figure below The alias name lt floor gt appears at the top of the browser which automatically adds the lt and gt delimiters to the alias name Click the OK button zx Floor x gt Global Aliases qb Aliases Building BuildingIdent Building human readable identification string E Floor FloorCaption FloorIdent Floor human readable identification string Room RoomCaption RaomIdent Room human
12. Theme ltem Added to Tree Control Configuring Theme Item Properties Configure the following parameters for theme items as shown in the figure below HE Aliases 3 Themes Mame NewT hemeltem MW Enable e Buildings Description DE 4 Floors ag M isa v Default theme item TM ec itu ene Alias Browser AG o M Display In Theme Items Browser eun Room E Use Alternate ie pe Room Name E Use Alternate Description d Heset Add New Theme Item Configuring Theme Item Properties 3 5 Global Aliasing 3 6 Name The name should have the following characteristics e The first character in the name must be a letter or an underscore e The last character in the name can be a number e The name should be as short as possible to maximize the efficiency of the Global Aliasing Engine Server Enable When not checked the theme item is inactive and does not appear in the Theme Items Browser When you re enable a theme by checking the Enable check box select Reload Configuration from the Tools menu This cleans out the global aliasing data cache in the Global Aliasing Engine Server A message box appears asking if you want to continue Click Yes to clean out the cache If Notify clients is checked global aliases are also reloaded in all client applications e g GraphWorX AlarmWorX TrendWorX GASEngineConfigurator E E D X 22 You are about reloading Global 4hasing Engine configuration Do
13. alias folder 1 Right click Aliases on the tree control of the Configurator and select New gt Folder from the pop up menu as shown in the figure below Alias Ctrl L f Floor fir Bul Rename AR Flor Multiply ef Flac FloorCaption gg Flo ie t FloorIdent ff Roc eut Room ERES Roc Copy tl RoomCaption BG Roc Paste Roomident amp tl Roc EUN NE Sl RoomTemperature Creating a New Global Alias Folder 2 2 2 Overview of Alias Configuration The properties dialog box for the new folder appears in the right hand pane of the Configurator as shown in the figure below Mame le Enable Description Alias Browser Iv Display In Alias Browser Use Alternate HB Mame Use Alternate Description zi Apply Reset Add New Folder Setting the Properties for the New Global Alias Folder 3 Inthe Name field type a name for the new folder 4 n some cases you may want to use an alternate or abbreviated name for the folder that will appear in the Global Alias Browser 5 When you have finished configuring the folder properties click the Apply button The new folder appears under the tree control as shown in the figure below Fl e Aliases a 71 NewFolder m tr Building c i BuildingIdent cf Floor dE Floors Floor 1 E Floors Floorz New Alias Folder Added to Tree Control Configuring Alias Folder Properties Configure the following parameters for alias
14. applications e g GraphWorX AlarmWorX TrendWorX GASEngineConfigurator E x T 2 Tou are about reloading Global Aliasing Engine configuration Do vau want to continue v Notify clients TES No Reloading the Configuration Description Type in a description for the alias folder Any text you type in the Description field is also shown in the Global Alias Browser Alias Browser Field The following settings in the Alias Browser Field determine how the alias will be displayed in the Global Alias Browser e Display in Alias Browser Check this box if you want the folder to appear in the Alias Browser e Use Alternate Name Specifies a name for the folder that will appear in the Alias Browser only e Use Alternate Description Specifies a description for the folder that will appear in the Alias Browser only In the Unicode version you can select a language alias to use as an alternate name or description Click the button to open the Language Aliases tab of the Unified Browser as shown in the figure below Select an alias and then click OK 2 4 Overview of Alias Configuration H Tank Level Language Aliases ge Aliases Line4 Pressure Tank Level Temperature Time Date Title Valve Position valveclosed valveOnen OK Cancel Selecting a Language Alias to Use As an Alternate Name or Description Creating New Aliases To create a new alias 1 Right click Aliases or an alias fo
15. new database is created and opened in the Configurator Creating a Microsoft SQL Server Configuration Database To create a new Microsoft SQL Server configuration database in the Configurator 1 Select New from the File menu as shown in the figure below File Edit View Go Tools Help Open Cho Save As Connection Properties Espor COW Import TSW SML Export ML Export Schema AML Import Ft amaram Creating a Configuration Database 2 The introduction screen for the Configuration Database Wizard appears Click the Next button to continue 3 You have two options for creating your new database as shown in the figure below Select Create new configuration in MS SQL Server database Click the Next button to continue 1 12 Starting the Global Aliasing Configuration Which type of database would you like to use This wizard will create configuration database depending on the choice below Choose the type of database you would like to create O Create new configuration in MS Access database This will create configuration in a single file mdb Configurator can open this file directly no other files needed Create new configuration in MS SOL Server database This will create configuration in MSDE of MS SUL server Configurator has to use univezal datalink file udl to access this database Back Finteh Cancel Help Creating a New Microsoft SQL Server Database 4 To con
16. readable identification string RoomTemner Selecting a Global Alias From the Unified Browser 4 1 Global Aliasing 4 2
17. the database active Starting the Global Aliasing Configuration Enable hover selection Checking this option allows you to highlight an item by moving the mouse pointer over that item and keeping it there for a specified amount of time in milliseconds Global Aliasing Engine Tab The Global Aliasing System Engine Server is located on the local node by default but it can also be located on a remote node and accessed over an intranet or the Internet The Global Aliasing Engine tab of the Options dialog box shown in the figure below specifies the following settings for the Global Aliasing Engine Server when the Global Aliasing Engine Server is located on a remote node General Global Aliasing Engine Global Aliasing Client Cache Settings 1 Alias Cache W Enable Cache M Apply Cache Size Limit KB 048 2 Browse Cache W Enable Cache v Apply Cache Size Limit KB 4036 Database Connection File name MS Access database or M5 Datalink file Ic Program Files S marsProcess lew SB in Globe t vw Use Specific User ID and Password User Name Password W Use Blank Password View connection string Test Connection Options Dialog Box Global Aliasing Engine Tab Cache Settings The Global Aliasing Engine Server has a built in data cache that temporarily stores global aliasing data during runtime mode The Cache Settings specify the parameters for the following caches
18. the first item in the tree Tools Menu Commands COMMAND FUNCTION Set Working Directory a directory for all files relating to the saved Launches the Options dialog box Compact Repair MS Access Database Reload Configuration Cleans out the cache in the Global Aliasing Engine Server Opens the Compact Repair MS Access Database dialog box Setting the Working Directory Selecting Set Working Directory from the Tools menu opens the Set Working Directory dialog box shown below which enables you to configure a custom directory in which all application configuration files will be stored and retrieved Click Browse to select the directory B xl EAD acuments and Settingssedministratorshd y Documents Save to Registry DE Cancel Set Working Directory Dialog Box Select working directory To choose additional settings select Options from the Tools menu This opens the Options dialog box which contains the following tabs o General Global Aliasing Engine Global Aliasing Client 1 31 Global Aliasing 1 32 General Tab The General tab of the Options dialog box shown in the figure below sets the startup and workspace parameters for the Global Aliasing Configurator Options x General Global Aliasing Engine Global Aliasing Client Startup settings amp Open the active file C Open the most recently used file Open a specific file EE Mate File can be a MS Access datab
19. vau want to continue v Notify clients Yes Mo Reloading the Configuration Description Type in a description for the theme item Any text you type in the Description field is also shown in the Alias Browser Default Theme Item Check this box to make this item the default theme item For each theme you can designate one theme item as the default item The default theme item is indicated by a check mark icon as shown in the figure below b r P 2 NewThem ad Rooms e EA Room Default Theme Item Indicated by Check Mark Icon Browser Field The following settings in the Browser field determine how the theme item will be displayed in the Theme Items Browser e Display in Theme Items Browser Check this box if you want the theme to appear in the Theme ltems Browser e Use Alternate Name Specifies a name for the theme that will appear in the Theme Items Browser only e Use Alternate Description Specifies a description for the theme that will appear in the Theme Items Browser only Configuring Themes In the Unicode version you can select a language alias to use as an alternate name or description Click the button to open the Language Aliases tab of the Unified Browser as shown in the figure below Select an alias and then click OK I Tank Level Language Aliases gd Aliases Line4 Pressure Temperature Time Date Title valve Position valveclosed valveOnen
20. As an Alternate Name or Description Creating New Theme Items To create a new theme item 1 Right click a theme on the Themes tree control of the Configurator and select New gt Theme Item from the pop up menu as shown in the figure below ED Mame New heme Description E qe Aliases oa Themes de Buildings ra A Flaors al Theme Item Cry av n Theme Browser Rename Multiply alternate Delete Alternate Creating a New Theme Item 2 The properties dialog box for the new theme item appears in the right hand pane of the Configurator as shown in the figure below 3 4 Configuring Themes Mame IN ewThemeltem v Enable Description Iw Default theme item Alias Browser M Display In Theme Items Browser Use Alternate B Name Use Alternate Description E Reset Add Mem Theme Item Setting the Properties for the New Theme Item 3 Inthe Name field type a name for the new theme item 4 For each theme you can designate one theme item as the default item by checking the Default theme item check box 5 n some cases you may want to use an alternate or abbreviated name for the folder that will appear in the Theme Items Browser 6 When you have finished configuring the theme item properties click the Apply button The new theme item appears under the tree control as shown in the figure below Fin Themes re A Buildings DE A Floors p EN Room New
21. Overview of Themes In the Global Aliasing Configurator the parameters for themes are set up in the Themes tree control as shown in the figure below When configuring themes you can e Create new themes e Create new theme items e Specify a default theme item for each theme e Enable or disable themes and theme items e Add themes and theme items to the Theme Browsers e Determine how themes and theme items are displayed and described in the Theme Browsers File Edit View Go Tools Help e X se nei ER al Buildings By Buildings en Building o Buildingc re A Floors GASINGAS a 4 LacalAlias DE A Mode re PID re Rooms re 4 Signal Ready 8 Object s ML a Themes Tree Control Creating New Themes To create a new theme 1 Right click Themes on the tree control of the Configurator and select New Theme from the pop up menu as shown in the figure below Mame Displa A p ildina var ER 4 Flor Rename Rooms res E Roc multiply Cah Creating a New Theme 3 1 Global Aliasing 2 he properties dialog box for the new folder appears in the right hand pane of the Configurator as shown in the figure below Q Mame NewT heme v Enable Description Alias Browser Iv Display In Theme Browser Use Alternate B Name Use Alternate Description B I Reset Add New Theme Setting the Properties for the New Theme 3 In the Name field type a name for the theme
22. TION Lists available languages Depending on which item you have selected the view on the left will change If English is checked the languages will appear as their English name If Localized is checked the languages will appear with the native country in parentheses for languages with several dialects only When Native is checked the languages are displayed the way they would be written in that language Installed Locales Only If this is checked local languages appear in the box Available Language Checking this box allows you to choose from available Translations Only language translations only Go Menu The Go menu commands are listed in the table below 1 30 Options Starting the Global Aliasing Configuration Go Menu Commands SHORTCUT KEYS FUNCTION COMMAND CTRL ALT Left Moves the cursor back to the previously selected item in Back Arrow the tree control CTRL ALT Moves the cursor forward to the previously selected item Forward l Right Arrow in the tree control Up One Level Moves the cursor up one level in the tree control ALT Down Arrow Previous Item ALT Up Arrow Moves the cursor to the next item up in the tree view Next Item Moves the cursor to the next item down in the tree control Expand Item Collapse Item Page Up Page Down End Aliases Themes Next Pane Previous Pane Tools Menu The Tools menu commands are listed in the table below Home ALT Home Moves the cursor up to
23. al storage for a string of aliases and resolves the aliases in runtime The aliases can be used in OPC tags menu items file names etc The figure below shows how a global alias links to multiple OPC tags in a GraphWorX display for example The data values with which the global aliases are associated are called alias values All global aliases and alias values are created and configured in the Global Aliasing Configurator GraphWorX Display Single Alias for Multiple Data Sources Alias Resolution and Themes Alias resolution is the process of assigning a specific tag value to an alias You can assign one of multiple tags to the alias e g Tag 1 as shown in the figure below GraphWorx Process Point Tag 1 GraphWorx Process Point Tag GraphWorX Process Point Tag 3 Aliasing Multiple Tags Each global alias can be associated with a theme A theme links a global alias to one or more data values e g tags The Global Aliasing database allows you to assign to aliases different values based on the currently selected theme The themes can change dynamically either programmatically through automation API or by a GraphWorX pick action The figure below shows how a generic single alias can be used for example to link multiple tags to a single process point in GraphWorX The Global Aliasing Engine Server resolves the alias values and theme items that are associated with the data values e g tags as shown in the figure b
24. and Microsoft Access and can be accessed over the network from miscellaneous clients To provide a reasonable performance the local clients do not connect directly to the database Global Aliasing Engine Server but they communicate with a Global Aliasing Client which will obtain the requested information and cache it locally The figure below shows the Global Aliasing System architecture For examples of how Global Aliasing is used in GraphWorX displays see the example files in the Program Files Smar Process View Examples Global Aliasing Examples directory Global Aliasing Global Aliasing server part y OLE DB using SQL commands MS Access or SQL server Configuration OLE DB using SQL commands GenBroker Global Aliasing client part Y GenClient A new template notification Genesis or other Apps Global Aliasing System Architecture 1 1 Global Aliasing 1 2 What Is a Global Alias A global alias is a data string that enables you to reference multiple data sources e g a trend pen in TrendWorX or a process point in GraphWorX with one unique name Because you can reference multiple data sources from a single location global aliasing can reduce the overall number of individual display files you need to create The Global Aliasing System provides glob
25. as Cache v Enable Cache Apply Cache Size Limit KB 048 i 2 Browse Cache W Enable Cache Apply Cache Size Limit KB 4096 E Global Aliasing Engine Network Node Mame Emm Cancel Options Dialog Box Global Aliasing Client Tab Cache Settings The Global Aliasing Client has a built in data cache that temporarily stores global aliasing data during runtime mode The Cache Settings specify the parameters for the following caches Alias Cache Cache used to resolve global aliases during runtime mode Browse Cache Cache used for the global alias browser The Alias Cache and the Browse Cache are disabled by default but you can enable each cache by checking Enable Cache When a cache is enabled you can also check Apply Cache Size Limit and specify a size limit in kilobytes for each cache memory It is recommended that you specify a cache size limit If no size limit is specified for a cache the cache database will continue to grow indefinitely If the specified size limit is exceeded the first in first out rule applies data are deleted from the cache from oldest to most recent i e the oldest data are deleted first Global Aliasing Engine The Global Aliasing Engine Server is located on the local node by default but it can also be located on a remote node and accessed over an intranet or the Internet Specify the location of the Global Aliasing Engine Server by selecting a node from the drop dow
26. ase mdb or MS Datalink file dl Workspace settings Auto apply editor changes s M Auto test Make Active before closing the database if Enable hover selection Hover 500 Time in ma Options Dialog Box General Tab Startup Settings The Startup Settings options allow you to save regional settings in the registry so that they are applied each time you start the Global Aliasing Configurator This applies to the language settings as well as time and date settings Select one of the following startup settings Open the active file Launches the currently active database upon startup Open the most recently used file Launches the recently opened database Open a specific file Specifies a Microsoft Access mdb or Microsoft Datalink udl database to launch upon startup To select a database click the button next to the text box and browse for the file When this option is selected the active database is overridden by the specified database Workspace Settings The following Workspace Settings are available Auto apply editor changes Checking this option allows changes to the configuration database to be saved each time you switch dialogs without clicking on the Apply button or being shown a message asking if you would like to apply changes Auto test Make Active before closing the database When this option is checked each time you exit a currently open nonactive database you are asked whether you want to make
27. atabase Wizard appears Click the Next button to continue 3 You have two options for creating your new database as shown in the figure below Select Create new configuration in MS Access database Click the Next button to continue Which type of database would you like to use This wizard will create configuration database depending on the choice below Choose the type of database you would like to create Create new configuration in MS Access database This will create configuration in a single File mdb Configurator can open this file directly na ather Files needed Create new configuration in MS SOL Server database This will create configuration in MSDE ar MiS SOL server Configurator has to use univesal datalink file udl to access this database Back Firms Cancel Help Creating a New Microsoft Access Database 4 Specify the directory path and file name for the new database as shown in the figure below Click the button to browse for a directory If you want this new database to be the active configuration database check Make Database Active Global Aliasing Creating M5 Access Database Pleaze select a File name for new MS Access File Select ar enter a M5 Access Database Name CAD ocuments and Settings ssdministratorsM y D acuments sD atabase mdb d W Make Database Active Back Hests Finish Cancel Help Naming the New Access Database 5 Click the Finish button The
28. bal Aliasing Default Alias Value Apply To specify a default alias value type in a value in the Default Alias Value text box or click the button to the right of the text box to select a value from the OPC Tag Browser the Global Alias Browser the Language Browser the File Browser or another computer on the network as shown in the figure below Roomident gt on lt EFloor dentt gt in Builldinal denti E Global Alias Browser Reset Add New Alias OFC D Tags OPC ADA Tags OPC AE Servers Language Browser Metwork Modes File Browser Specifying a Default Alias Value Creating New Alias Values 2 8 To create a new alias value for an alias 1 Right click the alias on the tree control of the Configurator and select New gt Alias Value from the pop up menu as shown in the figure below In order to create an alias value for an alias a theme must be specified for the alias You can automatically create an alias value for each item in the selected theme by selecting New gt All Alias Values EgB Aliases EVE NewFalder a Mame New lias mom 7 np PE nin B Building BE Buildings E Buildings Multiply All Alias Values N EME Floors ON E Delete play In Alias Browser e Alternate Creating a New Alias Value Fl fy Floor Gut 2 The properties dialog box for the new alias appears in the right hand pane of the Configurator as shown in the fig
29. base size and a corresponding database growth option can drastically improve system performance Under the Log File Properties section you can also modify the settings for the database 1 14 Starting the Global Aliasing Configuration transaction log file Specify a Log File Growth option in megabytes or as a percentage of the total size Again a sufficient initial size setting can greatly improve performance The default options should be adequate for most applications with a small to medium size load Click the Next button to create the new SQL Server database 6 The Configurator uses Universal Data Link udl files to connect to the Microsoft SQL Server database These udl files contain OLE database connection information that allows the Configurator to create and manage connections to OLE databases Enter a name and directory path for the new udl file in the Data Link File Name field as shown in the figure below You can browse for a directory by clicking the button to the right of this field Click the Next button to continue If you want this new database to be the active configuration database check Make Database Active Creating Data Link File Please select a file name for new Data Link File Select or enter a Data Link File Mame C Program Files Smar PracessView E xamples D atabase ud El The configurator connects to the SOL server database by using the Universal Data Link File udl Files of this type contai
30. base structure as it is This will not change anything in selected database Use this option if you want to create a new datalink udl file only C Override all existing configuration tables Caution This may cause that other application will stop working Use this option when pon are absolutely sure that the database is not use by other applications Back Finish Cancel Help Adding the Configuration to an Existing SQL Server Database 6 If you chose Select a different database name recommended you are directed back to the SQL Server Database Connection dialog box as shown in the figure below Enter a new name for the database and then click Next SQL Server Database Connection Please specify the following to connect SUL server 3 Select ar enter a database name Renamed Database 4 Autc append configuration inta existing database Simple lt lt Select ar enter a server name local so Refresh Enter information to lag an to the server Use Windows NT integrated security recommended Use a specific user name and password Username Password Blank Password Back Finish Cancel Help Renaming the Existing SQL Server Database 1 18 Starting the Global Aliasing Configuration T Specify a directory path location in which to create the database as shown in the figure below You can either use the default SQL Server database folder or you can click the button a
31. ck Open When the import is completed the File Import Results dialog box opens as shown below This shows the import settings including the input file name It also provides a summary of the import including how many items were inserted updated or rejected and shows how many errors occurred Click the button to the right of each field to get the details view of the import results as shown below This view shows the specific items that were inserted updated or rejected as well as a description of any errors that occurred File Import results f m Used Import settings Input file C Program Files Smar Fracess V ews Binktest csv Create new items 1 Update existing items Record Statistics Head fram input file Inserted Updated Rejected Eros Occurred File Import Results Dialog Box Starting the Global Aliasing Configuration Importing Data From an XML File The Configurator allows you to import data from your configuration database to an XML file The XML export import functionality was mainly developed for Windows platforms that do not support databases e g Windows CE and Windows Embedded XML has the following advantages over the CSV import export function e XML has a standardized format unlike the text CSV format which uses various delimiters e g TAB instead of commas strings could not accept all characters etc e XML is language independent whereas CSV converts date time floats
32. e Web www smar com contactus asp Table of Contents TABLE OF CONTENTS CHAPTER 1 STARTING THE GLOBAL ALIASING CONFIGURATION 11111neere eere eren nnn n unii ananas 1 1 INTRODUCTION TO GEOBALAALIASING 55 ote a OD equ qo pute Roo ves qe Bou ce a Uia 1 1 WHAT IS AGLOBAL ALIAS sinaids 1 2 ALIAS RESOLUTION AND THE MES ane e Se poet Po Se ED EO SO AD Um E 1 2 liaec x cp P TEE 1 3 IMPLEMENTA LION IN GRAPE WORK ca dao ener LE IMPLEMENTATION IN TRENDWORX eee eee eee eee RR RAR RR RR nr nn aan 1 8 IMPLEMENTATION UN ALAR MV ORM usas o anais e o o Coe pe om tub castle baled Salt e ai 1 8 STARTING THE GLOBAL ALIASING CONFIGURBATOPR eta a ia autetn auc aa no excea iue Prae dut 1 9 OREATING CONFIGURATION DATABASE Saario o e e 1 9 CREATING A MICROSOFT ACCESS CONFIGURATION DATABASE sese hh nnne nnn n renes nnns 1 10 CREATING A MICROSOFT SQL SERVER CONFIGURATION DATABASE eene 1 12 ADDING A CONFIGURATION DATABASE TO AN EXISTING SQL SERVER DATABASE 1 15 TOOLBAR see eee ar ea ou rei eMe ho bei LU DM E LII RU e E LM SEM AUTE 1 20 STANDARD TOOLBAR T I 1 20 DATA MANIPULATION TOOLBAR asta stet asl ek ien dct ute let m al ie er uite ida 1 21 Misi 1 22 FILE aps
33. e for most applications with a small to medium size load Click the Next button to create the new SQL Server database 8 The Configurator uses Universal Data Link udl files to connect to the Microsoft SQL Server database These udl files contain OLE database connection information that allows the Configurator to create and manage connections to OLE databases Enter a name and directory path for the new udl file in the Data Link File Name field as shown in the figure below You can browse for a directory by clicking the button to the right of this field Click the Next button to continue If you want this new database to be the active configuration database check Make Database Active If you chose to Use the existing database structure or to Override all existing configuration tables you will still need to create a new Data Link file 1 19 Global Aliasing Creating Data Link File Please select a file name for new Data Link File Select or enter a Data Link File Mame C Program Files Smar PracessVIewsE mamplesD atabase udl in The configurator connects ta the SOL server database by using the Universal Data Link File udl Files of this type contain OLE DE connection information that allows application to create and manage connections to OLE DB databases W Make Database Active Cancel Help Creating a Universal Data Link File 9 Click the Finish button The new database is created and opened in the Conf
34. e g TAB instead of commas strings could not accept all characters etc e XML is language independent whereas CSV converts date time floats and currency fields according to local settings in Windows For example using CSV you cannot export data on German Windows and import it on English Windows without making changes e Windows has an installed automation object that has the capability to work with XML Thus programmers can create modify their configurations outside the Configurator using Visual Basic if desired e XML supports schemas A schema is a special XML file that specifies the data structure of an XML data file To export data select XML Export from the File menu This opens the Export XML File dialog box as shown in the figure below Give the file a name and then choose the directory to which you want to export the data from your database Click Save NOTE You can also export configuration data to an XML schema file by selecting XML Export from the File menu 1 24 Starting the Global Aliasing Configuration File name Global amp liasingD ema xml Save as type KML Files xml Cancel A Exporting Configuration Data to an XML File Importing Configuration Data Importing Data From a Text or CSV File The Configurator offers the flexibility of importing data from a text txt file or a Microsoft Excel csv file to your configuration database To import data select Import CSV from the File m
35. e information about each item such as descriptions and associated translations and expressions It also provides the tree pathway for each item Choose the directory to which you want to export the data from your database In the Save As Type field choose the file type txt or csv that you would like to save 1 23 Global Aliasing Export Configuration Data to File Save in E Bin da E Boiler Room FAX Projector nd Boiler Room C FontInstall radFFBF8 Emp 35 test2 csv _ Boiler Room a images Script Boiler Room CA MMS0unds Script Wizard Default MDBs Pager La SnapShots Dialog Power Plant Topaz __ Factory Power Planti Untitled 1 __ Factory1 Power Plant vba Factory Project 4 8 amp 1soL1 CSV E File name testa CEY Save as type Text files csv Cancel Delimiters C Tab o Comma C Other Esport XE All for all configurations All for configuration Exporting Configuration Data Exporting Data to an XML File The Configurator also allows you to export data from your configuration database to an XML file The XML export import functionality was mainly developed for Windows platforms that do not support databases e g Windows CE and Windows Embedded XML has the following advantages over the CSV import export function e XML has a standardized format unlike the text CSV format which uses various delimiters
36. elow Starting the Global Aliasing Configuration Global GraphWorX Glabal Alias Aliasing Process Point System Server Alias Resolution Each theme can have one or more theme items associated with it and each alias value can be associated with a theme item A theme item allows you to switch between the data values that are linked to the theme as shown in the figure below For example if you have one theme with three theme items and each theme item is associated with a tag you can toggle between the theme items and therefore the tags Thus you have a single process point associated with three different values as shown in the figure below All themes and theme items are created and configured in the Global Aliasing Configurator In addition a single alias can be read by many different applications e g GraphWorX TrendWorX and AlarmWorX as shown in the figure below You can also associate multiple aliases with a single theme Trend Pen GraphWorX Global Alias Process Point Using Theme Items to Switch Between Data Values Theme Scope The resolution of aliases is controlled by the theme scope i e on what level a theme is applied to your application The Global Aliasing system supports three different levels of aliases as shown in the figure below e Machine Level Applies to the whole computer e Process Level Applies to the current process e g GraphWorX with pop up windows a TrendWorX pen or an Alar
37. enu This opens the Import Configuration Data From File dialog box shown below You can then specify the delimiters and choose from the following import settings Create new items When the import file contains items that are not yet in the configuration database then it creates them Otherwise it skips these items Update existing items When the import file contains items that are in the configuration database then it updates them using data from the import file Otherwise it skips these items NOTE Either Create new items or Update existing items must be selected Otherwise there is nothing to import e Display errors When this item is checked the Configurator shows a dialog box if an error occurs and then asks you if you want to proceed with the import When it is not checked it skips all items where an error occurred 1 25 Global Aliasing 1 26 Import Configuration Data from File _ MM Sounds Projectors Untitled 1 radFFBF8 tmp Pager 1 ba Power Plant JScript 5 50L1 csw Power Planti Script Wizard 8 Jtest csv _ Power Plant JJ SnapShots 3S Itest2 csv E Project 4 E Topaz Fies of type fes files 803 z Cancel meri import sanos M Create new items o D elimiters Tab f Comma Other Update existing items 000 Display errors Import Configuration Data From File Dialog Box When you have selected a file to import cli
38. es needed Create new configuration in MS SOL Server database This will create configuration in MSDE ar MS SUL server Configurator has to use univesal datalink File udl to access this database Back Finish Cancel Help Creating a Microsoft SQL Server Database 4 To connect to a SQL Server database select the existing database from the drop down list as shown in the figure below Check the Auto append configuration into existing database check box In the SQL Server field select the local SQL Server on which to create the database Type a name for the database in the Database Name field If necessary enter a user name and password to log on to the SQL Server Note It is recommended that you use Windows NT integrated security Click the Next button to continue Usually you have only one instance of SQL Server running on the local node In this case the drop down list under SQL Server Name has only one option local However it is possible to run multiple SQL Server instances on the local node in which case the SQL Server field lists all those SQL Server instances local for the default instance and node name instance name for all others The drop down list may show SQL Server instances on other nodes as well 1 16 Starting the Global Aliasing Configuration SQL Server Database Connection Please specify the following to connect SUL server Select or enter a database name Database A v Auto a
39. ew Show Hide Displays a list of options that you can choose to show or Columns hide in the view Select Opens the Select Language dialog box see below Language Choose the language you wish to use for your system as Unicode version only and click OK For navigation Global Aliasing COMMAND SHORTCUT KEYS FUNCTION purposes use the buttons and check boxes in the List section Global Refresh Refreshes the data for the entire Configurator screen Subtree Refresh CTRL F5 e only the data contained in the currently selected Selecting Languages The Select Language function on the View menu allows you to choose which language to use in your display Choosing Select Language from the View menu opens the Select Language dialog box shown in the figure below NOTE A language resource dll is required for language switching Select Language E x List English C Localized Australia English Belize English Canada English Canbbean a English Ireland English Jamaica C Native English Mew Zealand English Republic of the Philippi ish Sauth Africa v Installed Locales Only Trinidad y Tobago United Kingdom ish United States Zimbabwe Available Language Translations Only El Cancel Help Select Language Dialog Box Define the parameters listed in the table below Then click OK to return to the work area Select Language Parameters PARAMETER DESCRIP
40. folders as shown in the figure below 2 3 Global Aliasing Egg Aliases PM E BE MeN ew Folder Name NewFolder v Enable e Eme Description this is a new folder E 88 BuildingIdent m fit Floor Alias Browser Eon PloorCaption L F v Display In Alias Browser fir FloorIdent v Use Alternate altemate name Title E l f Room Te 2 RaomcCapti RB Roomcaption M Use Altemate alternate description Valve Position 5 l Roomident Description B Po EM RoomTemperatkure E Themes E 4 Buildings Apply Heset amp dd New Folder o Configuring Alias Folder Properties Name The name should have the following characteristics e The first character in the name must be a letter or an underscore e The last character in the name can be a number e The name should be as short as possible to maximize the efficiency of the Global Aliasing Engine Server Enable When not checked the folder is inactive and does not appear in the Global Alias Browser When not checked on the folder level all aliases and subfolders are also disabled When you re enable a folder by checking the Enable check box select Reload Configuration from the Tools menu This cleans out the global aliasing data cache in the Global Aliasing Engine Server A message box appears asking if you want to continue Click Yes to clean out the cache If Notify clients is checked global aliases are also reloaded in all client
41. hich is evoked by clicking on the button in the configuration In addition the AlarmWorX Viewer now has an integrated Global Alias Browser When specifying a global alias in the Alarm Viewer ActiveX Properties dialog box you can also select a global alias from the Global Aliases tab of the Unified Browser which includes all global aliases in the Global Aliasing System database This eliminates the need to manually type in the alias name The Global Alias Browser is available for the following Starting the Global Aliasing Configuration e Title Configuration File and URL Path sections of the Alarm Viewer ActiveX and Alarm Report ActiveX Properties dialog box General tab e Alarm filtering via the Expression Editor e Event Subscriptions dialog box Server Areas and Sources e Alarm Report ActiveX records filtering Starting the Global Aliasing Configurator To start the Global Aliasing Configurator 1 From the Windows Start menu select Programs Smar ProcessView Tools Global Aliasing Configurator 2 his opens the Global Aliasing Configurator as shown in the figure below The screen consists of a split window with a tree control view in the left hand pane and a configuration view in the right hand pane The Configurator provides a standard format for the configuration database as well as a sample default Global Aliasing configuration project The Configurator also includes a toolbar and menus with many command functio
42. igurator Toolbars The Global Aliasing Configurator contains two toolbars a Standard toolbar and a Data Manipulation toolbar Standard Toolbar To show or hide the Standard toolbar select Toolbars gt Standard Buttons from the View menu The Standard toolbar shown below contains the following command buttons 1 20 L gt 4 e E a E 2 M Starting the Global Aliasing Configuration New Creates a new configuration database Open Opens an existing configuration database Export Data Exports configuration data to a text file txt or a Microsoft Excel file csv Import Data Imporis configuration data from a text file txt or a Microsoft Excel file csv Back Moves the cursor back to the previously selected item in the tree control Next Moves the cursor to the next item in the tree control Up One Level Moves up one level in the tree control Cut Deletes current selection sending it to the clipboard Copy Copies the current selection to the clipboard Paste Pastes the current contents of the clipboard Large Icons Displays items as large icons Small Icons Displays items as small icons List Displays items as a list Details Displays items as a list with details Dialog View Displays additional configuration options Aliases Moves the cursor to the Aliases tree control Themes Moves the cursor to the Themes tree control Global Refresh Refreshes the data for the entire Conf
43. igurator screen Reload Configuration Cleans out the global aliasing data cache in runtime About Displays information about the application Help Displays context sensitive help Help Topics Launches online Help for the application Data Manipulation Toolbar To show or hide the Data Manipulation toolbar select Toolbars Data Manipulation Buttons from the View menu The Data Manipulation toolbar shown below contains the following command buttons ie New Theme Creates a new alias theme group under the Themes tree control New Theme Item Creates a new theme item under the selected alias theme E New Folder Inserts a new folder under the Aliases tree control New Alias Creates a new global alias under the Aliases tree control ip En New Alias Value Creates a new global alias value for the selected alias 1 21 Global Aliasing Menus 1 22 The menu bar of the Global Aliasing Configurator contains the following menus e File e Edit e View e Go e Tools e Help NOTE You can also access many of the menu commands by right clicking items in the tree control of the Configurator and selecting command functions from the pop up menus File Menu The File menu commands are listed in the table below File Menu Commands SHORTCUT COMMAND KEYS FUNCTION New Opens a Microsoft Access mdb or Microsoft Data Link Open CTRL O udl file which allows you to connect to any OLE database ne such as a SQL database
44. ine configuration Do pon want to continue IM Notify clients es Mo Reloading the Configuration Description Type in a description for the alias Any text you type in the Description field is also shown in the Alias Browser Theme Select a Theme Item from the drop down list only if the alias is related to the theme Alias Browser Field The following settings in the Alias Browser Field determine how the alias will be displayed in the Global Alias Browser e Display in Alias Browser Check this box if you want the alias to appear in the Alias Browser e Use Alternate Name Specifies a name for the alias that will appear in the Alias Browser only e Use Alternate Description Specifies a description for the alias that will appear in the Alias Browser only In the Unicode version you can select a language alias to use as an alternate name or description Click the button to open the Language Alias Browser as shown in the figure below Select an alias and then click OK H Tank Level i Language Aliases ge Aliases Line4 Pressure E Tank Level Temperature Time Date Title valve Position ValveClosed i ValveOoen OK Cancel Selecting a Language Alias to Use As an Alternate Name or Description Default Alias Value A Default Alias Value may be used when e Notheme is associated with the alias e No default theme item is specified e No alias values are specified for the alias 2 7 Glo
45. ing Engine Server A message box appears asking if you want to continue Click Yes to clean out the cache If Notify clients is checked global aliases are also reloaded in all client applications e g GraphWorX AlarmWorX TrendWorX GASEngineConfigurator E x 7 Tou are about reloading Global Aliasing Engine configuration Do you want to continue v Notify clients Tes Ma Reloading the Configuration Description Type in a description for the theme Any text you type in the Description field is also shown in the Theme Browser Browser Field The following settings in the Browser field determine how the theme will be displayed in the Theme Browser e Display in Theme Browser Check this box if you want the theme to appear in the Theme Browser e Use Alternate Name Specifies a name for the theme that will appear in the Theme Browser only e Use Alternate Description Specifies a description for the theme that will appear in the Theme Browser only 3 3 Global Aliasing In the Unicode version you can select a language alias to use as an alternate name or description Click the button to open the Language Aliases tab of the Unified Browser as shown in the figure below Select an alias and then click OK I Tank Level Language Aliases Ege Aliases Line4 Pressure Temperature Time Date Title valve Position ValveClosed ValveOnen OK Cancel Selecting a Language Alias to Use
46. ion database click the View connection string button on the Global Aliasing Engine tab of the Options dialog box This opens the connection string dialog box shown in the figure below which lists the data source and other database properties Connection string Frovider Microsoft Jet OLEDE 4 0 Password lt not accessibles User ID Data Source C Program Files SmarsProcessViev Mode Read Extended Properties Jet OLEDB System databaze Jet HLEDB Hegistry Path Jet OLEDB Database Passwordz Jet OLEDB Engine Type 5 Jet OLEDE Database Locking Mode 1 Jet OLEDE Global Partial Bulk Ops 2 Jet OLEDB Global Bulk Transactionzz1 Jet OLEDB New Database Pasemord Jet OLEDB Create System Database F alse Jet OLEDE Encrvpt Database F alse Jet OLEDE Dont Copy Locale on Compact F alse Viewing the Connection String Test Connection Click the Test Connection button to verify the database connection as shown in the figure below GASEngineConfigurator x ee D LI Test connection succeeded Testing the Database Connection Global Aliasing Client Tab The Global Aliasing Client tab of the Options dialog box shown in the figure below specifies the following settings for the Global Aliasing Client which is located on the local machine only Starting the Global Aliasing Configuration General Global Aliasing Engine Global Aliasing Client Cache Settings hs 1 Ali
47. laor Multiply Item Dialog Box 3 When the items are multiplied they are all given a base name followed by a number The default base text is the name of the item selected for multiplication To modify the base text change the Base Text field appropriately 4 In the First Number field specify the number to appear next to the first multiplied item 5 In the Number of Items field specify how many items you wish to create 6 In the Numeric Places field specify the minimum length of each number to append Values that take up less space than the specified amount of numeric places will have zeros before the number 7 f you want to multiply all subfolders as well check the Including Subtree check box 8 Click the OK button to do the multiplication The example configuration shown in the Multiply Item dialog box above creates three new items with the following names Floor001 Floor002 Floor003 All subfolders will also be multiplied View Menu The View menu commands are listed in the table below View Menu Commands FUNCTION COMMAND SHORTCUT KEYS Toolbars Toggles the standard and data manipulation toolbars StatusBar Togglesthestatusba Details F10 Displays items asa list along with detailed information about the configuration of each item Displays a list of options for sorting the columns in the right Sort By hand pane of the screen The options listed depend on the level within the vi
48. lder on the tree control of the Configurator and select New gt Alias from the pop up menu as shown in the figure below Folder cCkrl R BL x Rename EE BL Multiply BuildingIdent Efi O P Floor de E Valete Gt Floor Caption E 2 FloorIdent d fermi E MewaAlias Creating a New Global Alias 2 The properties dialog box for the new alias appears in the right hand pane of the Configurator as shown in the figure below Name Enable Description Theme Not Assigned x Alias Browser W Display In Alias Browser Use Alternate B Name Use Alternate Description A Default Alias Do Value Apply Heset Add Hew Aljas Setting the Properties for the New Global Alias 2 5 Global Aliasing 3 Inthe Name field type a name for the new alias 4 n some cases you may want to use an alternate or abbreviated name for the alias that will appear in the Global Alias Browser 5 When you have finished configuring the alias properties click the Apply button The new alias appears under the tree control as shown in the figure below Ell Aliases fd NewFolder 8 Building c s BuildingIdentk mfi Floor e iH Flaorcaptian g ft FloorIden New Alias Added to Tree Control Configuring Alias Properties Configure the following parameters for aliases as shown in the figure below Egg Aliases E Ea MewFalder ES Mame FioomCaption W Enable
49. lick the button to the right of the box to select a value from the OPC Tag Browser the Global Alias Browser the Language Browser the File Browser or another computer on the network as shown in the figure below e Description Type in a description for the alias value 2 9 Global Aliasing Fg Aliases amp Theme ltem m it Building ene Floor2 fi Buildingldent Alias Value Floor 2 HA Global Alias Browser pe it Floor ERES Floarcaptian Erf FloarIdent po Floors Floor 1 dil Floors Floor2 Alias Name Floorldent Enable Language Browser El Floors Floor3 n pb d Alias Floor human readable identification tring Network Nodes H E NewAlias Description File Browser RE Room Alias Default E MI MU jene Es Roomcaptian Value ml l Roomident Theme Item Floor H2 ERES RoomTemperature Description ca Themes Description OPC D Tags OPC HODA Tags OPC AE Servers Info Configuring Alias Value Properties Alias Information The Alias Info section references the following properties that are configured for the alias e Alias Name Name of the alias for which the value is created e Alias Description Shows the description per the alias properties e Alias Default Value Displays the default alias value specified in the alias properties e Theme Item Description Shows the description per the theme item properties 2 10 Chapter 3 CONFIGURING THEMES
50. mWorX Viewer e Document Level Applies only to the current document display and its embedded controls e g a GraphWorX pop up window NOTE Document level aliasing is available only in GraphWorX It does not apply to the TrendWorX and AlarmWorX Viewer ActiveX controls Global aliases use the following syntax global alias namef gt 1 3 Global Aliasing In GraphWorX you can have multiple levels of documents or pop up windows as shown in the figure below Machine Level Scope Process Level Scope AlarmWorX GraphWorX TrendWorX i Display 2 Doc Display Doc Level 1 Doc Pop up 3 Level 2 Document Level Scope Overview of Theme Scopes The document level theme scope is defined in the GraphWorX Display Properties To define the default theme scope in GraphWorx 1 Select Display Properties from the Format menu as shown in the figure below Format Arrange Draw Dynamics Tools Template k Layers k Set Configuration Mode Password bia wl Background Color Fill Color Line Color Line Width H Line Style H Toggle Fill Toggle Freeze nm Font Displav Properties Save Properties s Preferences h Reset Default Display Properties Opening the Display Properties in GraphWorX 1 4 Starting the Global Aliasing Configuration 2 his opens the Display Properties dialog box Click on the Runtime Advanced tab as shown in the figure below Display Properties E E x Ge
51. mport by the Configurator Import XML File B 2 x Look in E Examples der ES 24 alobalAliasinaDemoa xml Files of type mL Files rnl Cancel Iw Create new items File name GlobalAliasingD Eno xml Iw Update existing items Importing Configuration Data From an XML File 1 27 Global Aliasing 1 28 Making the Database Active Once your configuration is complete you need to make sure that it is the active database The database that is currently active is the one that the server uses To make the current database active select Make Active from the File menu If the Make Active selection is grayed out then the current database is already the active database A dialog box appears showing both the current active database and database that is currently being edited as shown in the figure below To set the edited database as the active database click the Yes button Global Aliasing Configurator r gt Current active database is E Program FilesiSmar YPracessViewlExamplesiDakabase udrl Active database is the database that the server will load when started Currently edited database is Program FilesiSmar PracessViewhBinyalabalAliascFg mdb Do you want to set edited database as active database Making the Database Active Edit Menu The Edit menu commands are listed in the table below Edit Menu Commands SHORTCUT COMMAND KEYS FUNCTION New Creates a new item de
52. n OLE DE connection information that allows application to create and manage connections to ULE DB databases Iw Make Database Active Cancel Help Creating a Universal Data Link File 7 Click the Finish button The new database is created and opened in the Configurator Adding a Configuration Database to an Existing SQL Server Database The Configuration Database Wizard also gives you the option to add the configuration database structure to an existing Microsoft SQL Server database 1 Select New from the File menu as shown in the figure below File Edit View Go Tools Help Open Chrl 0 Save Os Connection Properties Export CSW Import CSW AML Export MIL Export Schema AML Import FR ma ma FEA I Fr Creating a Configuration Database 1 15 Global Aliasing 2 he introduction screen for the Configuration Database Wizard appears Click the Next button to continue 3 You have two options for creating your new database as shown in the figure below Select Create new configuration in MS SQL Server database Click the Next button to continue Which type of database would you like to use This wizard will create configuration database depending on the choice below Choose the type of database you would like to create Create new configuration in MS Access database This will create configuration in a single file mdb Configurator can open this File directly no other Fil
53. n list under Network Node Name The Network Node Name field is available only when OPC Communications is selected in the GenBroker Configurator When GenBroker Communications is selected in the GenBroker Configurator the Global Aliasing Engine Server uses the GenBroker configuration settings and the Network Node Name field becomes unavailable 1 35 Global Aliasing 1 36 Compacting and Repairing MS Access Databases You can compact Microsoft Access databases which can be either configuration databases or historical databases using the Compact Repair MS Access Database dialog box shown in the figure below To open this dialog box select Compact Repair MS Access Database from the Tools menu Microsoft Access based databases are subject to database fragmentation over time and the support for the database will compact the target database reclaim unused space and drastically improve database performance It is critical that no users or client applications are connected to the database at the time of compacting and that if the Backup Original Database option is selected there is plenty of available hard disk space Compact Repair MS Access Database CompactRepair f Connected Configuration Database C Other Database User name amp dmin Password IM Use blank password w Backup original database before compacting starts recommended 1 Make sure that all users are disconnected fram the database bef
54. nd browse for a specific folder SQL Server Database Creation Please specify the following to create database files Specify database files location f Use default SQL server database folder recommended Use specific folder local node only C Program Files Microsoft SUL SereersM S SUHL SD atar El Databaze files properties Simple lt lt Database File Log File Initial Size MB 1 Initial Size MB Emas File Grow IY AutoShrink File Grow C In MB f By Percent 20 C In MB 1 By Percent 20 Back Finish Cancel Help Specifying the Database Location and Properties Under the Database Properties section specify an initial size for the database which should be as large as possible You can also specify a Database Growth option in megabytes or as a percentage of the total size MSDE servers are capable of growing the database on the fly to store more data However if this operation is performed frequently the overall system performance may decrease Choosing an initially large database size and a corresponding database growth option can drastically improve system performance Under the Log File Properties section you can also modify the settings for the database transaction log file Specify a Log File Growth option in megabytes or as a percentage of the total size Again a sufficient initial size setting can greatly improve performance The default options should be adequat
55. nect to a SQL Server database either select an existing database from the Database Name drop down list or a type a new name to create a new database as shown in the figure below If you choose to use an existing database you have the option of adding auto appending the configuration to the existing database For more information about the auto append function please see Adding the Configuration to an Existing Database In the SQL Server Name field select the local SQL Server on which to create the database If necessary enter a user name and password to log on to the SQL Server It is recommended that you use Windows NT integrated security Usually you have only one instance of SQL Server running on the local node In this case the drop down list under SQL Server Name has only one option local However it is possible to run multiple SQL Server instances on the local node in which case the SQL Server field lists all those SQL Server instances local for the default instance and node name instance name for all others The drop down list may show SQL Server instances on other nodes as well 1 13 Global Aliasing SQL Server Database Connection Please specify the following to connect SOL server Select or enter a database name Database Auto append configuration into existing database Simple Select or enter a server name local hd Refresh Enter information to log an to the server f U
56. nection properties x File name S FracessView sE samples Global 4liasing Esamplez645Demo mdb These are the initialization properties for current database connection in alphabetical order Data Source Extended Properties Jet OLEDB Compact Without Replica Repair False Jet OLEDB Create System Database False Jet OLEDE Database Locking Mode 1 Jet OLEDE Database Password Jet OLEDE Dont Copy Locale on Compact False Jet OLEDE Encrvpt Database False Jet OLEDB Engine Type z Jet OLEDB Global Bulk Transactions 1 Jet OLEDE Global Partial Bulk Ops 2 Jet OLEDE Mew Database Password Jet OLEDB Reqgistry Path Jet HLEDB SFP False Jet OLEDB System database Locale Identifier LA Program File Provider Mame Version Microsoft OLE DB Provider for Jet 04 00 4331 Close Database Connection Properties Dialog Box Exporting Configuration Data Exporting Data to a Text or CSV File The Configurator offers the flexibility of exporting data from your configuration database to a text txt file or a Microsoft Excel csv file To export data select Export CSV from the File menu This opens the Export Configuration Data to File dialog box as shown in the figure below You can then specify the delimiters for exporting the data Unless you specify delimiters in the Export Configuration Data to File dialog box the file uses Commas as delimiters by default Each group contains headings and columns that provid
57. neral window Runtime Runtime Adv Grid Load Tabs ToolT ips Global Alias Start Themes Display Transparency Enable Transparent Color Select transparent color EI Enable Alpha Translucency Set value 0 255 jo Display Properties in GraphWorX 3 To select a global alias start theme either type a theme name in the text field under Global Alias Start Themes or click the button to select a theme from the Themes dialog box as shown in the figure below Theme ltem Theme Scope Buildings unget gt Current dac level 0 Floors unget gt Current dac level 0 Camel O GasinGas D Local liaz Mode WI PIC Rooms unget gt Current dac level 0 O Signal Edit NS Choosing a Global Alias Start Theme 4 To define the theme scope highlight a theme and click the Edit button This opens the Theme Editor dialog box as shown in the figure below Select a Theme Item e g Room1 to associate with the start theme Under Theme Scope you can specify an Absolute theme scope e g machine level process level or document level Alternatively you can specify a scope for the theme that is relative to the current document level e g main display pop up window 1 pop up window 2 etc Click OK 1 5 Global Aliasing Theme Editor Theme ltem Room nane Roomz Theme Scope Absolute Document level Relative to current T A document level E
58. ngs can be aliased O Title O Title Q Ranges o A Hi Tag Lo Tag Format Format XY O Details O Format O Pen o Point Name Hi Tag Low Tag Description Units Details Format Ranges Format Persistent Group Name O URL Path o Configured in the General tab of the TrendWorX Viewer ActiveX Properties dialog box OU Expressions o Inthe Expression Editor click the Tags button and select Global Aliases from the pop up menu to open the Global Aliases tab of the Unified Browser Currently the TrendWorX Viewer supports machine level and process level aliasing All fields which support aliasing have been interfaced to the Global Alias Browser dialog which is evoked by clicking on the button The user first connects a real time persistent or historical tag and then has the option to alias the entire pen string or part of it Global aliasing is also supported also for drag and drop operations as well as related OLE automation methods What is NOT supported o Runtime editing of aliased fields o Aliases resulting in new global aliases i e a resolved alias is also an alias o Local settings saving if Global Aliases are used Implementation in AlarmWorX The AlarmWorX Viewer supports Global Aliasing by interfacing to the Global Aliasing Server Currently the AlarmWorX Viewer supports machine level and process level aliasing All fields that support aliasing have been interfaced to the Global Alias Browser dialog w
59. ns File Edit View Go Tools Help 9 EA DBOPC Mame Building jw Enable 8 iuiiicii g Descriptions 88 Buildingident Ready EE amp Ha WA Po I cesa 3 8 9 R2 C e 8alpaiu e t Aliases Floor Ael FloorCaption Theme Buildings FlaorIdent GASinGAs W Display In Alias Browser 8 Localalias Use Alternate d fH Node Mame ae PEE Use Alternate l Description Eu RoomCaption de fH Roomident Alias Browser RoomTemperature Default Alias i Value Signal 1 Themes Heset Add Mew Alias 3 Object s NUM P Global Aliasing Configurator Screen Creating Configuration Databases The Configurator provides a Configuration Database Wizard for creating new Microsoft Access and SQL Server configuration databases To create a new configuration database in the Configurator 1 Select New from the File menu as shown in the figure below 1 9 Global Aliasing File Edit View Go Tools Help Open Cro Save S Connection Properties Export CSV Import ES AML Export ML Export Schema AML Import mao ma r Pb rn r ee Creating a Configuration Database 2 The introduction screen for the Configuration Database Wizard appears Click the Next button to continue 3 You have two options for creating your new database as shown in the figure below e Create a new Microsoft Access configuration database F
60. or a Microsoft Access database the Configurator uses a single mdb file Create a Microsoft SQL Server database The Configurator uses Universal Data Link udl files to connect to a Microsoft SQL Server or MSDE database Select the database type you want to create and then click Next Which type of database would you like to use This wizard will create configuration database depending an the choice below Choose the type of database you would like to create Create new configuration in MS Access database This will create configuration in a single File mdb Configurator can open this file directly no other files needed Create new configuration in MS SOL Server database This will create configuration in MSDE of MS SOL server Configurator has to use univesal datalink file udl to access this database Back Finish Cancel Help Choosing the Type of Database To Create Creating a Microsoft Access Configuration Database To create a new Microsoft Access configuration database in the Configurator 1 Select New from the File menu as shown in the figure below 1 10 Starting the Global Aliasing Configuration File Edit View Go Tools Help Open CEri O Save As Connection Properties Export CSV Import CSV AML Export MIL Export Schema AML Import Mo ma or MA ee or rm Creating a Configuration Database 2 The introduction screen for the Configuration D
61. ore the compacting repairing procedure starts Lancel Compact Repair MS Access Database Dialog Box Reloading the Configuration Selecting Reload Configuration from the Tools menu cleans out the global aliasing data cache in the Global Aliasing Engine Server while in runtime A message box appears asking if you want to continue Click Yes to clean out the cache If Notify clients is checked global aliases are also reloaded in all client applications e g GraphWorX AlarmWorX TrendWorX GASEngineConfigurator a E x 22 ou are about reloading Global 4hasing Engine configuration Do vau want to continue e Notify clients Yes Mo Reloading the Configuration Starting the Global Aliasing Configuration Help Menu The Help menu commands are listed in the table below Help Menu Commands SHORTCUT COMMAND KEYS FUNCTION Help Topics Launches the online Help for the Configurator What s This SHIFT F 1 Displays context sensitive help Launches the About Box which contains information About wer about the product version number copyright and Application l available disk space It also contains contact information 1 37 Global Aliasing 1 38 Chapter 2 Overview of Alias Configuration Fie Edt Wew Go Took Help mde DO L CONFIGURING GLOBAL ALIASES In the Global Aliasing Configurator the parameters for global aliases are set up in the Aliases tree control as shown in the figure below
62. pending on what is selected in the tree control CTRL R Renames the selected item Multiply CTRL M Opens the Multiply Item dialog box see below which allows you to multiply an item in the tree control CTRL DEL Deletes the selected object CTRL X Cuts the selected object from the view and places it on the clipboard CTRL C Copies the selected object to the clipboard CTRL V Pastes the last object placed on the clipboard Selects all objects in a list The selection is shown in the Select All CTRL A upper right hand section of the viewer 2a 1 3 Unselects all selected items and selects all unselected Selection items in a list in the upper right hand section of the viewer Multiplying Items The Global Aliasing Configurator allows you to multiply items in the tree control including aliases folders alias values themes and theme items Multiplication provides a simple way of developing Global Aliasing configurations where there are many similar items in a given category To multiply an item 1 Select the item in the tree control that you wish to multiply 2 Either right click the item and select Multiply from the pop up menu or select Multiply from the Edit menu This opens the Multiply Item dialog box shown below Starting the Global Aliasing Configuration Multiply Item jt E 3 x First number Numeric places z Cancel Number of items Bb az Base text For ltem name T hemes sFInars F
63. ppend configuration into existing database Simple lt lt Select or enter a server name local Refresh Enter information to lag an to the server f Use Windows MT integrated security recommended C Use a specific user name and password Meer name Password Blank Password Back Finish Cancel Help Connecting to an Existing SQL Server Database 5 f the existing database already has configuration tables you have the following options as shown in the figure below Select a different database name recommended This option allows you to rename the database without affecting the existing database as well as create a new Data Link udl file o Use the existing database structure This option preserves the content of the existing database and allows you to create a new Universal Data Link udl file e Override all existing configuration tables This option expunges the content of the existing database and allows you to create a new Universal Data Link udl file NOTE Overriding the database may disable other applications that also use the database Click the Next button to continue Global Aliasing Ine or more configuration tables already exist in chosen database What would you like to da Select different database name recommended This will provide vou to specify different database name Use this option when you are not sure what is the content of chosen database C Use data
64. se Windows MT integrated security recommended C Use a specific user name and password User name Password Blank Password lt Back Finish Cancel Help Connecting to a SQL Server Database 5 Specify a directory path location in which to create the database as shown in the figure below You can either use the default SQL Server database folder or you can click the button and browse for a specific folder SAL Server Database Creation Please specify the following to create database files Specify database files location f Use default SOL server database folder recommended Use specific folder local node only C Program FilesSMicrosott SOL ServensMSSOLSD ata B Database files properties Simple lt lt Database File Log File Initial Size MB 1 Initial Size MB t File Grow vw AutoShrink File Grow C In MB 1 By Percent 21 C n MB 1 By Percent 2 Back Finish Cancel Help Specifying the Database Location and Properties Under the Database Properties section specify an initial size for the database which should be as large as possible You can also specify a Database Growth option in megabytes or as a percentage of the total size MSDE servers are capable of growing the database on the fly to store more data However if this operation is performed frequently the overall system performance may decrease Choosing an initially large data
65. tion etc o OPC Tag High Range and Low Range o Description o Custom command o Global Alias Browser for expressions and connections Support for text objects text button etc o Label o Global Alias Browser for label and descriptions Support for display buttons o Display file supported automatically by inheritance from PICK o Label supported automatically by inheritance from Text o Global Alias Browser for labels and descriptions Support for state fields o StateValue o StateString o Default Value Access the Global Alias Browser from the description and language edit boxes for Analog Selector Animator Color ColorAnalog and Digital Selector Flash Hide Location Pick Process Points Rotation Size Time Date State Fields and connected the code behind the pages 1 7 Global Aliasing 1 8 o Added browse buttons to Local Variables InitVal LoRange HiRange DisplayTabs Windows Properties Display Properties o Caption o Download Value 2x o Toggle Value 3x New pick action Select GAS Global Aliasing System Theme Command Line Support GraphWorX allows you to set the initial global alias themes using a command line argument Themes MACHINE lt Buildings Building1 The syntax conforms to pick action Select GAS Global Aliasing System Theme syntax Implementation in TrendWorX The TrendWorX Viewer supports Global Aliasing by interfacing to the Smar Global Aliasing Server The following stri
66. tion string Ee FloorCaption FloorIdent Floor human readable identification string Room Roomtaption RaomIdent RoomTemner Room human readable identification string ova Selecting a Global Alias From the Unified Browser 2 1 Global Aliasing Icons in Aliases Tree Control Each global alias under the Aliases tree control in the Global Aliasing Configurator is marked with an icon that indicates the status of the alias as shown in the figure below Clg Aliases E 3 MewFalder a New alias wG Building a BuildingIdent eft Floor a FloorCaption 5 8 FloorIdent amp e New Alias z fH Newaliasz af Room al Roomtaption E Roomldent ra RoomTemperature Aliases With Status Icons The different kinds of alias icons and their meanings are listed in the table below Icons in Aliases Tree Control ICON MEANING I No theme and no default value are specified for the alias ra Constant value e g an OPC tag is assigned to alias no dependency on theme settings Alias is linked to other alias es All alias values for the alias are completely associated with a theme i e all theme items for the theme are assigned to the alias Alias values for the alias are only partially associated with a theme i e not all theme J items for the theme are assigned to alias MIN Alias value is not properly linked to theme EJ No alias value is specified Creating New Alias Folders To create a new
67. ure below Overview of Alias Configuration heme ltem ES Name Building Alias Value Building amp Description Global Alias Browser OPC D Tags OPE HOA Tags Info OPC AE Servers Alias Mame Building Iv Enable Language Browser Alias Network Nodes Description File Browser Alias Default eerie m UD UM UU Value Theme Item Building Description Setting the Properties for the New Alias Value 3 Select a Theme Item from the drop down list 4 Inthe Alias Value text box type in a value or click the button to the right of the box to select a value from the OPC Tag Browser the Global Alias Browser the Language Browser the File Browser or another computer on the network as shown in the figure above 5 When you have finished configuring the alias value properties click the Apply button The new alias value appears under the tree control as shown in the figure below Eat Aliases E E 0 MewFalder EH Newalias 8 Building mf BuildingIdent c ft Floor e ad Floor Captian mfi FloorIdent New Alias Value Added to Tree Control Configuring Alias Value Properties Configure the following parameters for alias values as shown in the figure below e Theme Item Name Select a theme item from the drop down list The list includes all theme items for the theme that is assigned to the alias e Alias Value In the Alias Value text box type in a value or c

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