Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files A Brief Tutorial (and supplement to training and online documentation) Havi Dang, Product Marketing, Aspen Technology, Inc. Ernest Umarwadia, Product Management, Aspen Technology, Inc.

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Table of Contents Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Accessing aspenONE Process Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Buttons and Functions Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Plotting Trends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Converting Aspen Process Explorer “.apx” Plot Files to a1PE XML Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Introduction aspenONE Process Explorer, a web-enabled client application, enables users to create plots, view process graphics, and analyze data in real-time from Aspen InfoPlus.21 or third party databases. It provides secure access to your data from any device connected to your network without the need for client-side installation. aspenONE Process Explorer consists of the following types of displays: • Trend Plots • Process Graphics • Ad-hoc SPC Plots • Key Performance Indicator (KPI) Plots • Overall Equipment Effectiveness (OEE) Plots This is not meant to be used as a stand-alone reference document. AspenTech recommends that a range of other resources be referenced to give the new user a comprehensive view of OEE. These may include: • AspenTech support website (http://support.aspentech.com/) • AspenTech courseware available in online and in-person versions • AspenTech Business Consultants • Additional jump start guides—available on a variety of related topics The purpose of this document is to provide the user with an overview of functions and steps on how to create a plot screen by utilizing aspenONE Process Explorer V8.7. In addition, this document will demonstrate how to convert Aspen Process Explorer “.apx” files to XML files. The user capabilities in all sections of this procedure will be dependent on the access setup by the IT Administrator. This guide assumes that the user has aspenONE Process Explorer V8.7 installed.

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Accessing aspenONE Process Explorer Use this link, http:///processexplorer”, but replace the “” with your aspenONE Process Explorer server to open the login screen. Once you enter your username and password, click “Log In” to access your aspenONE Home Page, as shown in Figure 1.

Figure 1: Home page

Buttons and Functions Overview Hovering over an icon will list its description. Clicking on an icon will initiate an action. The aBar (Application Bar) and uBar (Universal Bar) can be accessed through any of the following database applications, listed in Tables 1-2 below. • New OEE • New Tag List • New Plot

Figure 2: Location of uBar and aBar © 2014 Aspen Technology, Inc. AspenTech®, aspenONE®, the Aspen leaf logo, the aspenONE logo, and OPTIMIZE are trademarks of Aspen Technology, Inc. All rights reserved. 11-6211-1014

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Table 1: The uBar – Universal Bar List Buttons Button

Icon or Button Depiction

Description

Show/Hide

Shows or Hides the uBar, allowing additional space for the application

Home

Returns to the aspenONE Homepage

Search

Queries the search database for IP.21 tags, Process Graphics, Plot Files, or other aspenONE files

Return to Last Search

Returns to the aspenONE Search Page to see the results of your previous query

Help

Accesses the AspenTech Web Help Application for instructions on a variety of topics

User Info

Displays basic User Information, such as account

name,

quick reference, and current software version

Logout

Exits aspenONE Process Explorer

Table 2: aBar – Application Bar List Buttons Button

Icon

Description

Navigation Hierarchy

Loads the Navigation Tree that contains the files stored in the Public and Private hierarchies

New Plot

Creates a new plot

New Tag List

Creates a list of tags that need to be monitored (i.e alarm status)

New OEE

Creates an Overall Equipment Effectiveness record page, which can setup a new OEE record or view an existing OEE record

Replay

Replays a segment of historical data

Show

Shows or hides various elements of the Plot and Graphics pages (timeline, plot area, etc.)

Save

Saves any changes to the current file. Can also be used to "Save As" or "Save to Homepage"

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Table 3: Plot Page – Application Specific Buttons Button

Icon

Description

Zoom In

Zooms into the plot

Zoom Out

Zooms out of the plot

Zoom to Rectangle

Zooms into a user-specified area, which can also be done with the "Control+Click" function (similar to the Desktop Process Explorer)

Zoom to Fit

Resets the zoom to the original settings

Find and Add Tags Box

The “Google-like” Add Tags search allows the user to query the database for a list of tags corresponding to the search criteria and inserts them into the plot legend The Magnifying search button loads the aspenONE Search Page to select multiple tags and inserts them into the plot. The aspenONE Search Page also has a filter function, allowing users to easily find the desired tag. Users can perform a “quantity tag type”, “tag Datasource”,” tag type”, “tag area”, or “tag search in” filter if desired

Remove Annotations

Deletes all annotations from the plot

Add Annotations

Adds an annotation to the plot

Settings

View and edit plot and timeline settings for the active plot

Show/Hide Annotation Panel

Shows/hides the annotation pane

Export to CSV file

Exports tag data to CSV format

Add/Remove Columns

Shows available columns, creates custom columns, and selects which ones to show

Delete

Deletes the specified tag, or all tags if using the delete option at the top of the tag list

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Table 4: aspenONE Search Icons – Select Tag(s) and Return to Plot Button

Icon

Description Selects one or multiple tags to add to the plot

Select

or taglist Select All

Selects all tags on the page

Select From/To

Selects the first and last tags that a user wants

Return Selected

Use to add the selected tags to a plot

Plotting Trends From the aspenONE Home page, click the Process Explorer icon. The “NewPlot” page is the first page you will see when launching the aspenONE Process Explorer application for the first time. If you are a returning user, the system returns you to the last page viewed. To create a new plot, click the

icon on the aBar. Figure 3 below shows the plot page that will open.

Figure 3: Plot page when creating a new plot

To add a tag to the plot, perform the following: Enter a tag number/name in the

box. As the tag name is being entered, a suggested list of tags will appear.

Note: A tag name can be entered as a partial name/number or a full tag name/number.

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Add a tag to the plot from the suggested list by clicking or selecting it using the "Up" and "Down" key. Then press the "Enter" key.

Figure 4: Tag selection (left) and its plot (right)

To add multiple tags to a plot, enter a query related to the desired set of tags in the the icon. Select the

icon for the multiple tags and then click the

box then click

icon.

Figure 5: Adding multiple tags to a plot

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Another option would be to select a subset of contiguous tags by clicking the select and then again for the last tag that you want to select. Then click the

icon for the first tag that you want to icon.

Figure 6: Selecting a subset of contiguous tags

You can also select the

icon to select all tags.

To save a plot or trend, click the button in the aBar. The action will prompt you to specify a name if this is the first time saving. Also, you can use this to save a plot directly to the aspenONE Home Page, providing access to your "Favorites" without navigating through the Public or Private Hierarchy.

Figure 7: Selecting all tags

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

Converting Aspen Process Explorer “.apx” Plot Files to a1PE XML Files Launch Aspen Process Explorer. From the “Tools” tab, in the “Aspen Tools” group, click “Plot Utility” icon.

Figure 8: Click the Plot Utility icon

Another way to access this icon is from the “Home” tab, in the “Tools” group. Select “Other Tools” and click “Plot Utility”.

Figure 9: Accessing the Plot Utility icon from the home tab

The “Plot Utility” dialog box will appear, allowing the plot files to be selected and exported to XML.

Figure 10: Select and export plot files to XML

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Jump Start: How to Create Trend Plots with aspenONE ® Process Explorer V8.7 and How to Convert “.apx” Files to XML Files

If you do not have many “.apx” plot files to convert, perform the following: Select the “File” radio button and click the button to browse to each “.apx” plot file. Select the plot file to be converted. In the “Destination” field box, click the button to browse to the destination folder and select it. Click the button to export the “.apx” file to XML file. When finished, click the button. If you have numerous “.apx” plot files to convert, select the “Folder” radio button. In the “Destination” field box, click the button to browse to the destination folder and select it. Click the button to export the “.apx” file to XML file. When finished, click button. Select the “Include Subfolders” checkbox if applicable.

Note: If the source is a folder, then all “.apx” plot files in that folder will be exported to XML files

Additional Resources Public Website: http://www.aspentech.com/products/aspenONE-MES/ http://www.aspentech.com/products/aspenONE-Process-Explorer/ http://www.aspentech.com/products/aspen-process-explorer.aspx http://www.aspentech.com/products/aspen-infoplus21/

Online Training: http://www.aspentech.com/products/aspen-online-training/

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About AspenTech AspenTech is a leading supplier of software that optimizes process manufacturing—for energy, chemicals, engineering and construction, and other industries that manufacture and produce products from a chemical process. With integrated aspenONE® solutions, process manufacturers can implement best practices for optimizing their engineering, manufacturing, and supply chain operations. As a result, AspenTech customers are better able to increase capacity, improve margins, reduce costs, and become more energy efficient. To see how the world’s leading process manufacturers rely on AspenTech to achieve their operational excellence goals, visit www.aspentech.com.

Worldwide Headquarters Aspen Technology, Inc. 200 Wheeler Road Burlington, MA 01803 United States phone: +1–781–221–6400 fax: +1–781–221–6410 [email protected]

Regional Headquarters Houston, TX | USA phone: +1–281–584–1000 São Paulo | Brazil phone: +55–11–3443–6261 Reading | United Kingdom phone: +44–(0)–1189–226400 Singapore | Republic of Singapore phone: +65–6395–3900 Manama | Bahrain phone: +973–17–50–3000 © 2014 Aspen Technology, Inc. AspenTech®, aspenONE®, the Aspen leaf logo, the aspenONE logo, and OPTIMIZE are trademarks of Aspen Technology, Inc. All rights reserved. 11-6211-1014

For a complete list of offices, please visit www.aspentech.com/locations