DeltaV Setup
Reporting from DeltaV Configuring DeltaV
XLReporter generates Excel based reports from While there is no additional configuration for
Emerson Automation Solutions’ DeltaV from real time XLReporter to connect to DeltaV, there are a few
data, historical archives as well as alarm and batch settings that can be verified from within DeltaV. These
history. settings can be viewed and modified in the DeltaV
Explorer, which is accessible from the DeltaV program
The purpose of this document is to describe how to group, under the Engineering folder.
interface XLReporter to DeltaV. This document covers
any initialization steps to DeltaV and troubleshooting Check the OPC installation by selecting Applications,
using tools provided by DeltaV. Diagnostics from the menu which will open the
Diagnostics window. Expand the tree below the server
Before you Begin name in the left pane, and select OPC Subsystem.
In order for XLReporter to communicate with DeltaV,
the machine where XLReporter is installed must also
have the OPC core components installed. The OPC core
components are provided in the tools folder of the
XLReporter install CD or from
www.OPCFoundation.org.
If XLReporter is installed on a PC that is remote to
DeltaV then a number of settings need to be configured
on both the server and client machines. This includes
having matching Windows user accounts (with matching
passwords) on both machines and enabling DCOM on the
machine where DeltaV is installed.
For a detailed explanation of the requirements for remote
access, please read the OPC Training Institute document Diagnostics
OPC_and_DCOM_5_things_you_need_to_know that is
provided in the Tools folder of the XLReporter install Several variables appear in the upper right pane, one
CD or from www.SyTech.com. being OInteg, which is the overall integrity of the OPC
server. This should have a value of GOOD.
Process Values
XLReporter can take snapshots of the process values Creating a Real Time Data Connector
and add them to an existing report worksheet, periodically To connect XLReporter to DeltaV via OPC, you will
or on event. To prevent excessive build-up of information first need to create a Connector. To do this, open
in a single worksheet, new workbooks and worksheets XLReporter’s Project Explorer, and open Connectors
can be created automatically. from the Data tab. In Connectors, select Add, and select
Emerson Automation Solutions, DeltaV Real-time
Process values can be retrieved from DeltaV by values.
XLReporter via the DeltaV OPC Server.
If XLReporter is installed on a non-DeltaV node, the
DeltaV OPC Remote application needs to be installed on
the machine. This can be found on the DeltaV installation
CD in the DV_Extras folder.
Once installed, the DeltaV OPC server appears as a local
OPC server.
Under Primary Server, leave Node set to local.
Verifying the Real Time Data Connector
To verify the DeltaV real time interface, open
XLReporter’s Project Explorer. From the Tools tab
start the System Check application and select the
Connector tab. Select Add, choose your DeltaV real
time Connector from the dropdown list, and click the
pushbutton […] next to Items to open the Tag Browser
window.
Real Time System Check
Select one or more tags and verify that they update with
the current value using Start in the System Check
window.
Historical Data Creating a Historical Data Connector
With process data stored in a historian, the variety of To connect XLReporter to DeltaV historical data you
reports that can be produced by XLReporter increases will first need to create a Connector. To do this, open
many fold. XLReporter’s Project Explorer, and open Connectors
from the Data tab. In Connectors, select Add, and select
In addition to sample values, informative metrics such as Emerson Automation Solutions, DeltaV Continuous
run times and statistics are obtained by simply selecting Historian or DeltaV Advanced Continuous Historian.
the tags and time frame of interest. e.g. hourly average,
maximum and minimum for each hour of the day.
Under Primary Server, if the server is on a remote
XLReporter performs time-weighted calculations on the machine, set Node to the name of that machine, otherwise
historical data retrieved. leave it set to local.
XLReporter can connect and retrieve data from both the Verifying the Historical Data Connector
DeltaV Continuous Historian and the DeltaV Advanced XLReporter accesses process values stored in the
Continuous Historian via an OPCHDA connection. historian using a connector group.
The DeltaV Advanced Continuous Historian requires the From XLReporter’s Project Explorer, under the Tools
PI OPC Server to be installed on the Application Station. tab, select Diagnostics, Connector Groups. Select the
The PI OPC Server is available from OSIsoft or Emerson DeltaV history connector and click Add.
retailer.
Select the Type of group and click OK.
Configuring DeltaV
While there is no additional configuration for On the Columns tab, select the tag Name and
XLReporter to connect to DeltaV, there are a few Calculation for each tag in the group.
settings that can be verified from within DeltaV. These
settings can be viewed and modified in the DeltaV On the Time Period tab, select the Start Time, End
Explorer, which is accessible from the DeltaV program Time and Interval for the group. By default this is set to
group, under the Engineering folder. one hour intervals over the current day.
The Preview menu can be selected to preview the result
of the current configuration.
DeltaV Explorer Preview
If using the Continuous Historian, check that the
Continuous Historian is enabled. This can be done by Preview displays the data exactly the same way it will be
right clicking the Continuous Historian icon in the left written into the report
pane, listed below the server name. Select Properties
and make sure that Enabled is checked.
Batch Historian Data Event Chronicle Data
The DeltaV Batch Historian can be configured to log data The DeltaV Event Chronicle can be configured to log data
to a SQL Server database. XLReporter can retrieve data to text files (*.evt) on a per batch basis. XLReporter can
from the database to use within reports. retrieve data from a specific file to use within reports.
Creating a Batch Historian Connector Creating an Event Chronicle Connector
To connect XLReporter to the DeltaV Batch Historian To connect XLReporter to the DeltaV Event Chronicles
you will first need to create a Connector. To do this, you will first need to create a Connector. To do this,
open XLReporter’s Project Explorer, and open open XLReporter’s Project Explorer, and open
Connectors from the Data tab. In Connectors, select Connectors from the Data tab. In Connectors, select
Add, and select Emerson Automation Solutions, Add, and select Emerson Automation Solutions,
DeltaV Batch Historian. DeltaV Event Chronicle.
Under Primary Server, click the browse pushbutton […]
to connect to the database.
Select Microsoft SQL Server.
Set Server name to the SQL Server instance where the
DeltaV Batch Historian is configured.
Specify the Logon information and the Database within
the SQL Server instance where the Batch Historian data is
logged.
Click Test to verify the settings.
Verifying the Batch Historian Connector
XLReporter accesses Batch Historian data using a
connector group. Under Source, for Folder, click the browse pushbutton
[…] and select the folder where the Event Chronicle files
From XLReporter’s Project Explorer, under the Tools are stored.
tab, select Diagnostics, Connector Groups. Select the
Batch Historian connector and click Add.
Verifying the Event Chronicle Connector
On the Setup tab, under Database, set Table/View to a XLReporter accesses Event Chronicle data using a
table or view in the batch historian from which to retrieve connector group.
alarm data.
From XLReporter’s Project Explorer, under the Tools
Once the table or view is selected, set Date Column to a tab, select Diagnostics, Connector Groups. Select the
column with timestamps within the table or view. Batch Historian connector and click Add.
On the Columns tab, select the Columns for the Batch On the Columns tab, select the Columns for the Event
Historian data you wish to retrieve. Chronicle data you wish to retrieve.
On the Time Period tab, select the Start Time, End On the Filters tab, specify filtering to limit the type or
Time and Interval for the group. By default this is set to amount of alarms returned. You can filter based on any
the first 60 values over the current day. available column.
On the Filters tab, specify filtering to limit the type or The Event setting allows you to select one or more
amount of alarms returned. You can filter based on any specific events to return from the group. Click the browse
available column in the table or view selected. pushbutton […] and check any that apply. To see every
event, set every one unchecked.
The Preview menu can be selected to preview the result
of the current configuration. The Preview menu can be selected to preview the result
of the current configuration. In the Preview window you
are prompted for a file name. Specify one of the .evt files
in the Source Folder specified in the connector.
Event Journal Data On the Filters tab, specify filtering to limit the type or
The DeltaV Event Journal can be configured to log data to amount of alarms returned. You can filter based on any
a SQL Server database. XLReporter can retrieve data available column in the table or view selected.
from the database to use within reports.
The Event Type setting allows you to select a specific
Creating an Event Journal Connector event types to retrieve data for. To retrieval all event
To connect XLReporter to the DeltaV Event Journal you types, select Any otherwise select a specific type.
will first need to create a Connector. To do this, open
XLReporter’s Project Explorer, and open Connectors The Preview menu can be selected to preview the result
from the Data tab. In Connectors, select Add, and select of the current configuration.
Emerson Automation Solutions, DeltaV Event
Journal.
Under Primary Server, click the browse pushbutton […]
to connect to the database.
Select Microsoft SQL Server.
Set Server name to the SQL Server instance where the
DeltaV Event Journal is configured.
Specify the Logon information and the Database within
the SQL Server instance where the Event Journal data is
logged.
Click Test to verify the settings.
Under Table/Column, set the Table to Journal and the
Date Column to Date_Time.
Verifying the Event Journal Connector
XLReporter accesses Event Journal data using a
connector group.
From XLReporter’s Project Explorer, under the Tools
tab, select Diagnostics, Connector Groups. Select the
Event Journal connector and click Add.
On the Columns tab, select the Columns for the Event
Journal data you wish to retrieve.
On the Time Period tab, select the Start Time, End
Time and Interval for the group. By default this is set to
the first 60 values over the current day.
Analyze Data Populating the Database
DeltaV Analyze can be used to generate Excel based The database will be populated at the frequency you
reports in a fixed format. XLReporter can extract the specified in the connector. To manually perform this,
data from these reports and export it to a database where from the Project Explorer, under the Project tab, select
more sophisticated analysis can be performed producing Schedule, Designer.
even more powerful reports.
In the Schedule Designer select Tools, Script Editor.
Creating an Analyze Data Connector The DV_export script will be listed. Select it and click
To connect XLReporter to the DeltaV Analyze data you Test. The script will extract data from the files in the
will first need to create a Connector. To do this, open folders configured.
XLReporter’s Project Explorer, and open Connectors
from the Data tab. In Connectors, select Add, and select Verifying the Analyze Connector
Emerson Automation Solutions, DeltaV Analyze. XLReporter accesses DeltaV Analyze data using a
database connector group.
Under Consolidate to a Database, for Server, click the
browse pushbutton […] and connect to the database From XLReporter’s Project Explorer, under the Tools
where you would like the Analyze data to be stored. tab, select Diagnostics, Connector Groups. Select the
DeltaV Analyze connector and click Add. Set the Type
Click Settings. to Standard and click OK.
On the Setup tab, select the Table(s) or View(s) from
which to retrieve data.
On the Columns tab, select the Columns for the DeltaV
Analyze data you wish to retrieve.
On the Filters tab, specify filtering to limit the type or
amount of alarms returned. You can filter based on any
available column in the table or view selected.
The Preview menu can be selected to preview the result
of the current configuration.
Under the Folders tab, define each folder containing
DeltaV Analyze report files you wish to extract data from.
Under Labels define the Alarm Priority and Alarm
Rate labels if you have customized them in the DeltaV
Analyze application.
Under Schedule, determine the frequency at which data is
extracted from the DeltaV Analyze reports and stored in
the database.
On OK, the tables for the Analyze data are created in the
database specified.
Troubleshooting – Real Time Data Troubleshooting – Historical Data
If you are experiencing issues connecting to the DeltaV If you are experiencing issues connecting to the DeltaV
OPC Server or accessing real time values, DeltaV has OPC-HDA Server or retrieving Historical data, DeltaV
provided OPCWatchIt, as a diagnostic tool. has provided HDAprobe as a diagnostic tool.
To run, from a command line, enter opcwatchit.exe To run, browse to C:\ DeltaV\bin or
C:\DeltaV\DVUtilities and double-click HDAprobe.exe.
OPC WatchIt Window
In the OPCWatchIt window, verify Server is set to
OPC.DeltaV.1. If it is not, click Change Server to select DeltaV OPC HDA Probe
it.
In the DeltaV OPC HDA Probe window, click Connect
To choose tags, click BrowsePath. This opens the Server and select DeltaV.OPCHDAsvr.1.
Browse Attributes window showing a tree view of all
tags configured. Select a tag and click OK. Click Add Items. This opens the Add HDA Items
window. Click Browse to open the OPC HDA Browse
Click Read to display real time value of the selected tag. window.
Click New Browser to view a list of tags. Select a tag
and click OK. That tag is now listed in the Add HDA
Items window. Click Add to add the tag and Done to
return to the main DeltaV OPC HDA Probe window.
Select the tag and click Read Raw to read the raw values
recorded for the selected tag. This opens the HDA Read
Raw window.
Click Set Start Time and Set End Time to specify the
time frame. By default time is in UTC (universal time).
Check local to convert to local time.
Click Read Raw. If this is successful, HR displays
Success.
To view the raw values, click View Values.
View OPC HDA Items
This opens the View OPC HDA Item window that
displays the historical data for the tag selected as well as a
graph. Click Done to close.
To retrieve processed values (e.g., averages, maximums,
minimums, etc.) follow the steps above but click Read
Processed rather than Read Raw.
