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4. Click List Topics.
5. Select the topic that you want to display and click Display, or double-click the topic.
Refining Your Search
When you search for a word in the iFIX electronic books, you obtain a list of all topics in which that word appears. If you enter more than one word, every topic that includes all of the search words appears in the topics list. There are several ways to refine your search:
Using Quotes to Define a Phrase
Enclosing multiple words in quotes generates a list of topics in which that phrase appears.
For example, if you enter the search string: database blocks in the Search tab, the topics list includes all topics in which both words appear. The words can appear in any order anywhere in the topic text.
If you enter:
"database blocks" enclosed in quotes, the topics list only includes those topics in which the exact phrase (or slight variations, such as database block) appears in the topic text.
NOTE: Be aware that if the text you search for contains the words AND, OR, NOT, or NEAR, you must surround the search phrase with quotes, or quotes surrounded by parentheses. Otherwise, these words will be treated as search operators, and the expected topic(s) will not be found in the search. For example, both of the following search strings should find the appropriate topics:
"items not supported"
("items not supported")
Searching with Wildcard Expressions
You can use the * symbol to search for multiple unknown characters in a word or phrase. You can also use the ? symbol for a single unknown character in a search. For example, the entry iW* would display iWebServer and iWebCast. The entry ?DO would display topics for both ADO and
RDO.
Defining Search Terms
The AND, OR, NOT, and NEAR operators enable you to precisely define your search by creating a relationship between search terms.
Using Nested Expressions
Nested expressions allow you to create complex searches for information. For example, "control
AND ((active OR opc) NEAR window)" finds topics containing the word "control" along with the words "active" and "window" close together, or containing "control" along with the words "opc" and "window" close together.
The basic rules for searching Help topics using nested expressions are as follows:
•
•
•
You can use parentheses to nest expressions within a query. The expressions in parentheses are evaluated before the rest of the query.
If a query does not contain a nested expression, it is evaluated from left to right. For example: "Control NOT active
OR opc" finds topics containing the word
"control" without the word "active," or topics containing the word "opc." On the other hand, "control NOT (active OR opc)" finds topics containing the word "control" without either of the words "active" or
"opc."
You cannot nest expressions more than five levels deep.
Using Other Searching Methods
There are three other options available for searches at the bottom of the search window that you can click. These options are as follows:
•
•
•
Search titles only: Allows you to search for words in the titles of HTML files.
Match similar words: Enables you to include minor grammatical variations for the phrase you search. For example, a search on the word "add" will find "add,"
"adds," and "added." This feature only locates variations of the word with common suffixes. For example, a search on the word "add" will find "added," but it will not find "additive."
Search previous results: Enables you to narrow a search that results in too many topics found. You can search through your results list from a previous search by using this option. If you want to search through all of the files in a Help system, this check box must be cleared.
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Table of contents
- 1 Understanding iFIX
- 1 Version 5.1
- 21 About this Guide
- 21 Reference Documents
- 22 Introduction to iFIX
- 23 iFIX Components
- 25 Using iFIX with Other Proficy Applications
- 26 Proficy Historian
- 26 Proficy Real-Time Information Portal
- 26 Proficy Batch Execution
- 27 Proficy Plant Applications
- 27 Proficy View - Machine Edition
- 27 Enabling Technologies
- 28 OLE for Process Control (OPC)
- 29 Visual Basic for Applications (VBA)
- 32 ActiveX
- 33 System Architecture
- 34 Understanding the iFIX Nodes
- 35 Nodes in iFIX
- 38 Universal Data Access
- 40 OLE, OPC, and ActiveX Support
- 41 Open Database Connectivity (ODBC) Support
- 42 I/O Drivers
- 43 Data Flow
- 45 Process Database
- 48 Scan, Alarm, and Control Program
- 49 Time-Based Processing
- 50 Exception-Based Processing
- 51 One-Shot Processing
- 51 Scheduler
- 53 Distributed Networking
- 54 Distributed Processing
- 55 Sessions
- 56 Dynamic Connections
- 56 On Demand Data Transfer
- 57 File Storing and Sharing
- 57 Centralized Processing
- 59 Alarming
- 60 Types of Alarms and Messages
- 62 Alarm Routing
- 63 Operator and Application Message Routing
- 64 Security
- 65 Security Areas
- 67 Security Application
- 67 Security Configuration
- 68 Login
- 35 Types of Nodes
- 68 System Functions
- 69 Basic Functions
- 71 HMI and SCADA Functions
- 72 Monitoring
- 73 Supervisory Control
- 73 Alarming
- 74 Control
- 74 Reporting Functions
- 75 Data Archiving
- 76 Reports
- 79 Open Architecture Functions
- 81 Application Functions
- 81 User Configuration Applications
- 82 System Applications
- 83 User Applications
- 84 Using the Proficy iFIX WorkSpace
- 86 Understanding the Proficy iFIX WorkSpace
- 87 Starting the Proficy iFIX WorkSpace
- 87 In Configure Mode
- 88 In Run Mode
- 89 Command Line Parameters for Starting the iFIX WorkSpace
- 90 FIX Desktop and WSPROXY Commands
- 92 List of Command Line Parameters
- 98 Shut Down the iFIX WorkSpace with a VBA Script
- 100 Example
- 101 Understanding the System Tree
- 103 Understanding the Work Area
- 104 Using the Virtual Keyboard
- 106 Activating the Keyboard
- 110 Locating Classic View Menu Commands in Ribbon View
- 124 Using the System Tree
- 129 Understanding System Tree Paths
- 129 Showing and Hiding the System Tree
- 130 Navigating the System Tree
- 132 Opening and Closing Folders
- 134 Right-Clicking the System Tree
- 134 Dragging and Dropping Files
- 135 Starting Applications from the System Tree
- 135 Understanding WorkSpace Environments
- 138 Displaying the WorkSpace Full-Screen
- 138 Enabling Environment Protection
- 139 Disabling Error Dialog Boxes
- 140 Disabling Proficy Historian Errors in the WorkSpace
- 141 Examples
- 142 Historian Server Connection Time-out
- 143 Working with Documents
- 143 Opening Documents
- 144 Deleting and Renaming Documents
- 144 Using Word and Excel in the WorkSpace
- 145 Understanding Toolbars
- 149 Showing and Hiding Toolbars
- 150 Understanding Toolbar Owners
- 150 Customizing Toolbars
- 152 Docking Toolbars
- 152 Resetting Toolbars
- 153 Creating Toolbars
- 155 Creating Toolbars with VBA
- 156 Creating Buttons
- 158 Modifying Buttons
- 159 Sharing Toolbars and Toolbar Buttons
- 160 Using Experts and the Task Wizard
- 161 Locating Toolbar Functions in Ribbon View
- 163 Locating Application Toolbar Functions in Ribbon View
- 168 Locating CAD Toolbar Functions in Ribbon View
- 173 Locating Chart Group Toolbar Functions in Ribbon View
- 175 Locating Dynamo Toolbar Functions in Ribbon View
- 178 Locating Edit Toolbar Functions in Ribbon View
- 180 Locating Expert Toolbar Functions in Ribbon View
- 187 Locating Shapes Toolbar Functions in Ribbon View
- 194 Locating Standard Toolbar Functions in Ribbon View
- 199 Locating Toolbox Toolbar Functions in Ribbon View
- 217 Locating Tools Toolbar Functions in Ribbon View
- 223 Locating Utilities Toolbar Functions in Ribbon View
- 226 Locating VisiconX Toolbar Functions in Ribbon View
- 228 Understanding the Ribbon
- 229 Ribbon Structure
- 231 Quick Access Toolbar and WorkSpace Button
- 232 Understanding the Quick Access Toolbar
- 233 Understanding the WorkSpace Button
- 234 Understanding KeyTips
- 235 The Ribbon at Run Time
- 236 The Ribbon in Full Screen Run Mode
- 237 Setting User Preferences
- 238 Understanding Picture, Shape, Drawing, and Chart Preferences
- 239 Saving Back-up Files
- 240 Configuring Run-time Preferences
- 241 Changing the Start-up Environment
- 242 Animation Error Preferences
- 243 Choosing the User Interface
- 244 Customizing the Ribbon User Interface
- 244 Displaying the Visual Basic Editor
- 246 Multiple Monitors and iFIX
- 246 Valid Monitor Settings Example
- 247 Invalid Monitor Settings Example
- 248 Configuration in iFIX
- 249 WorkSpace Dialog Boxes
- 250 Add Server Dialog Box
- 250 Data Server
- 250 OPC Server
- 251 Machine Name
- 251 Set As Default Server
- 251 Button Properties Dialog Box
- 251 Bitmaps List Box
- 252 Preview
- 252 Category
- 252 Name
- 252 Description
- 252 Screentip
- 253 Edit Script
- 253 Configure the Proficy Historian Server(s) Dialog Box
- 253 Alias Name/Server Name List
- 253 Set Default
- 253 Add Server
- 254 Modify
- 254 Delete
- 254 Alias Name
- 254 Server Name
- 254 User Name
- 255 Password
- 255 Close
- 255 Get Collectors
- 255 Collector Name List
- 256 Set Default
- 256 Customize Toolbars Dialog Box
- 256 Toolbars Tab
- 259 Buttons Tab
- 261 Data Server Installer Dialog Box
- 261 Data Servers
- 261 OPC Server
- 261 Machine Name
- 261 Add
- 261 Remove
- 262 Modify
- 262 Expression Builder Dialog Box
- 262 FIX Database Tab
- 269 Pictures and Globals Tabs
- 276 Data Servers Tab
- 281 Alarm Counters Tab
- 290 Proficy Historian Tab
- 295 Find and Replace Dialog Box
- 296 Find Tab
- 299 Replace Tab
- 302 Get Project Dialog Box
- 303 Select Project
- 303 Project Destination
- 304 Get Options
- 306 SCU File
- 306 Base Path
- 306 Project Path
- 307 Import Toolbars Dialog Box
- 307 Toolbars Box
- 307 Owner
- 307 Import
- 307 Modify Server Dialog Box
- 308 Data Server
- 308 OPC Server
- 308 Machine Name
- 308 Set As Default Server
- 309 Multiple Command Script Wizard Dialog Box
- 309 Select Action to Append
- 310 Configured Actions
- 311 Proficy iFIX Project Backup Dialog Box
- 312 Project Backup Wizard Button
- 312 Backup Type
- 312 Project Restore Wizard Button
- 313 Proficy iFIX Project Backup Wizard
- 313 Custom Backup
- 316 Full Backup
- 316 Proficy iFIX Restore Wizard
- 317 Page 1
- 317 Page 2
- 322 Task Wizard Dialog Box
- 322 Task Categories
- 322 Tasks
- 322 Perform Task
- 323 Toolbars Dialog Box
- 323 Owner
- 323 Toolbars
- 323 Customize
- 324 Show ScreenTips On Toolbars
- 324 User Preferences Dialog Box
- 325 General Tab - User Preferences Dialog Box
- 325 WorkSpace Options
- 328 Electronic Signature Options
- 331 Security Options
- 331 Expression Editor Options
- 331 Animations Data Error Defaults Tab - User Preferences Dialog Box
- 332 Linear Animation Object Defaults
- 335 Format Animation Object Defaults
- 338 Lookup Animation Object Defaults
- 347 Shape Preferences Tab - User Preferences Dialog Box
- 348 Color
- 349 Font
- 350 General
- 352 Pipe
- 353 Datalink – Remove Leading and Trailing Spaces
- 353 Text – Remove Leading and Trailing Spaces
- 354 Historical Datalink – Show Time Stamp with Data
- 354 Picture Preferences Tab - User Preferences Dialog Box
- 354 Properties
- 357 Basic Animation Dialog
- 358 Create Picture Wizard
- 359 Picture Translation
- 360 Window Properties
- 362 Gradient
- 362 Thumbnail
- 363 Cache
- 363 Auto Scale
- 364 Chart Preferences Tab - User Preferences Dialog Box
- 365 Scroll Direction
- 366 Time Axis
- 367 Value Axis
- 368 Time Axis Span
- 370 General
- 372 Drawing Options Tab - User Preferences Dialog Box
- 372 Geometry Helper Options
- 374 Graphics Connections
- 374 Environment Protection Tab - User Preferences Dialog Box
- 375 Enable Run Time Environment Protection
- 376 WorkSpace Title and Menu Options
- 377 WorkSpace File Menu Accelerators
- 378 Other Options
- 379 Background StartUp Tab - User Preferences Dialog Box
- 380 Background Task StartUp Schedules List Box
- 380 New Button
- 380 Delete Button
- 380 Move Up Button
- 381 Move Down Button
- 381 StartUp Pictures Tab - User Preferences Dialog Box
- 381 StartUp Pictures List Box
- 381 New Button
- 382 Delete Button
- 382 Move Up Button
- 382 Move Down Button
- 382 Change Management Tab - User Preferences Dialog Box
- 383 Enable Change Management Server Connection
- 383 Logon Info
- 387 Change Management Project Name
- 387 Require comments to check in and check out files
- 388 Electronic Signature Options
- 392 Proficy Historian Tab - User Preferences Dialog Box
- 392 Configuration of Tags for Collection in Proficy Historian
- 392 How Do I...
- 393 Using the System Tree
- 394 Displaying a System Tree Path
- 394 Showing and Hiding the System Tree
- 395 Opening or Closing a Folder in the System Tree
- 395 Copying and Moving Objects
- 396 Viewing Thumbnails
- 397 Working with Files
- 397 Creating Files
- 398 Creating a New Picture, Schedule, or Dynamo Set
- 400 Creating a New File
- 400 Opening Files
- 401 Opening a File
- 402 Opening a Backup File
- 403 Opening Pictures Automatically at Run Time
- 404 Saving and Deleting Files
- 404 Saving a File
- 405 Saving Files Automatically
- 405 Renaming Files
- 406 Deleting Files
- 406 Starting Applications and Experts
- 407 Starting iFIX Applications
- 408 Starting the Visual Basic Editor
- 408 Running Experts With the Task Wizard
- 409 Configuring a Button
- 411 Working with the WorkSpace Environments
- 411 Switching Between Environments
- 412 Accessing Menu Commands While in Full Screen Run Mode
- 412 Setting the WorkSpace's Start-up Environment
- 413 Starting the iFIX WorkSpace in the Run-time Environment
- 414 Starting the iFIX WorkSpace in the Configuration Environment
- 415 Setting the Display Options for the Ribbon in Run Mode
- 415 Viewing the Ribbon in Run Mode
- 416 Minimizing the Ribbon in Run Mode
- 416 Disabling the Ribbon Auto Hide Feature in Full Screen Run Mode
- 417 Enabling the Ribbon Auto Hide Feature in Full Screen Run Mode
- 417 Configuring Environment Protection
- 418 Enabling Environment Protection
- 419 Disabling Environment Protection
- 419 Customizing the Ribbon User Interface
- 420 Showing KeyTips
- 421 Disabling KeyTips
- 421 Changing the WorkSpace Color Scheme
- 422 Changing the ScreenTip Style
- 423 Adding Commands to the Quick Access Toolbar
- 426 Moving the Quick Access Toolbar
- 428 Removing Commands from the Quick Access Toolbar
- 430 Resetting the Quick Access Toolbar
- 430 Customizing Keyboard Shortcuts
- 432 Setting Preferences
- 432 Setting Monitor Preferences
- 433 Setting the iFIX WorkSpace User Interface
- 434 Enabling Database Tag Collection by Historian
- 436 Setting Picture, Shape, Drawing, and Chart Preferences
- 436 Setting Picture Preferences
- 439 Globally Translating Picture Text
- 440 Enabling Picture Caching
- 441 Setting Shape Preferences
- 443 Setting Drawing Preferences
- 444 Setting Save Preferences
- 445 Setting Chart Preferences
- 447 Setting Run-time Preferences
- 447 Displaying the WorkSpace Full-Screen
- 448 Running Schedules in the Background
- 449 Setting OPC Connection Error Preferences
- 450 Selecting Data Sources and Building Expressions
- 450 Browsing the Process Database
- 451 Building an Expression
- 454 Filtering Data Sources
- 455 Remembering the Last Filter
- 455 Specifying the Tolerance, Deadband, and Refresh Rate
- 457 Using the Proficy Historian Tab in the Expression Builder Dialog Box
- 457 Using the Proficy Historian Tab
- 458 Sorting Fields in the Tag List
- 458 Applying a Filter to the Tag List
- 459 Resetting Tag Filters
- 459 Managing Files and Nodes
- 460 Sharing iFIX Files
- 461 Starting iFIX with an SCU File from a Different Path
- 463 Getting a Different iFIX Project from the Change Management Server
- 467 Creating a Factory Default Backup File
- 468 Finding and Replacing Data
- 468 Finding Data in Pictures, Schedules, and Scripts
- 470 Replacing Data in Pictures, Schedules, and Scripts
- 471 Using the Backup and Restore Wizard
- 471 Archiving Selected Files
- 474 Restoring Files From an Archive
- 476 Defining the Active Batch Execution Project
- 476 Installing the Proficy Historian Server
- 477 Configuring Proficy Historian and iFIX
- 484 Adding a Server to the Proficy Historian Server List
- 485 Deleting a Server from the Proficy Historian Server List
- 486 Modifying a Server on the Proficy Historian List
- 487 Setting the Default Proficy Historian Server
- 488 Setting the Default Collector
- 490 Troubleshooting Proficy Historian and iFIX
- 498 Working with Toolbars
- 499 Showing and Hiding Toolbars
- 500 Customizing Toolbars
- 500 Adding a Button to a Toolbar
- 501 Removing a Button From a Toolbar
- 502 Arranging Buttons on a Toolbar
- 503 Enabling and Disabling Toolbar Docking
- 504 Resetting Standard Toolbars
- 505 Creating Toolbars
- 505 Creating a Toolbar
- 507 Deleting a Toolbar
- 508 Modifying Toolbar Properties
- 510 Editing the Script of a Toolbar Button
- 511 Creating Buttons
- 511 Creating or Renaming a Category
- 513 Deleting a Category
- 514 Creating a Button
- 515 Deleting a Button
- 516 Modifying Button Properties
- 517 Displaying a Toolbar
- 517 Importing a Toolbar
- 519 Installing a Third-Party OPC Server
- 519 Adding or Modifying an OPC Server
- 520 Deleting an OPC Server
- 521 Troubleshooting OPC Server Installations
- 523 Setting up DCOM Support in the WorkSpace
- 525 Managing iFIX Nodes
- 526 Configuring the Local Computer
- 527 Sharing Files
- 528 Configuring the Picture Path
- 528 Finding and Replacing Data
- 529 Find Options
- 530 Replace Options
- 531 Notes on Special Characters in Search Strings
- 531 Example: Finding and Replacing Data
- 534 Using Wildcards
- 537 Finding and Replacing Data in Scripts
- 537 Using Find and Replace with User Globals
- 538 Backing up and Restoring Files
- 539 Overview of Files
- 542 Accessing the Backup and Restore Wizard
- 543 Overview of the Backup Process
- 551 Overview of the Restore Process
- 554 Restore Destination Options
- 557 Destination Info
- 558 Restore File Options
- 559 Security File Option
- 562 Restore File Selection
- 562 Using the Command Line Options
- 563 Syntax for Backup
- 564 Syntax for Restore
- 564 Notes on the Syntax
- 569 Examples
- 570 Return Code
- 572 Using and Creating Factory Default Files
- 576 Files Included in the Factory Default Backup File
- 598 Sample BackupRestore.ini
- 607 Specifying a Proficy Batch Execution Project
- 536 Find and Replace Wildcard Examples
- 608 Using the Electronic Books
- 609 Accessing Information in Electronic Books
- 610 Electronic Book Buttons
- 612 Using the Table of Contents
- 614 Searching Electronic Books
- 616 Refining Your Search
- 616 Using Quotes to Define a Phrase
- 618 Searching with Wildcard Expressions
- 618 Defining Search Terms
- 618 Using Nested Expressions
- 620 Using Other Searching Methods
- 621 Determining Your Location within the Electronic Books
- 622 Printing Electronic Books
- 623 Displaying or Hiding the Left Frame
- 623 Copying and Pasting Text from an Electronic Book to Another Application
- 625 Using the Favorites Tab
- 626 Using the iFIX Sample System
- 628 Before You Begin
- 628 User Accounts that Start the Sample System
- 629 Running the Sample System with iFIX
- 630 Using the Sample System with a Terminal Server
- 632 Using the Sample System with Picture Caching
- 632 Starting the Sample System
- 634 Accessing Other Desktop Applications
- 635 Using the Sample System Help
- 635 Getting Help for an Object or Picture
- 636 Displaying ToolTips
- 636 Clicking the Help File Button from a Picture
- 636 Working with the Sample System Demos
- 637 Understanding the Alarm Summary, Trending Chart, and Reporting Screens
- 639 Using Configure and Run Modes
- 640 Navigating through the Demos
- 640 Parts of the Demos
- 641 Parts of the Water & Wastewater Demo
- 641 Chemical Feed Picture
- 641 Backwash Filter Picture
- 642 Trending Picture
- 643 Alarms Picture
- 644 Reports Picture
- 645 Parts of the Discrete Manufacturing Demo
- 645 Discrete Picture
- 646 Trending Picture
- 647 Alarms Picture
- 648 Reports Picture
- 650 Parts of the Specialty Chemical Demo
- 650 Production Picture
- 650 Trending Picture
- 652 Alarms Picture
- 653 Batch Data Picture
- 654 CIP Picture
- 655 Alarm History Picture
- 655 Reports Picture
- 657 Parts of the Pharmaceutical Manufacturing Demo
- 657 High Shear Mixer Picture
- 660 User Security Matrix Picture
- 661 Alarms Picture
- 662 Audit Trail View Picture
- 663 Reports Picture
- 664 Quick Tour of the Discrete Manufacturing Demo
- 665 The Annealing Process
- 666 Manufacturing Step Indicator
- 666 Alarm Summary Object
- 667 Quick Tour of the Water & Wastewater Demo
- 669 Exploring Tag Groups and Pop-up Pictures
- 672 Quick Tour of the Chemical Demo
- 673 Exploring Picture Layers
- 675 Exploring ToolTips
- 676 Exploring VisiconX
- 677 Batch Data Summary Screen
- 678 Clean In Place (CIP) Summary Screen
- 679 Alarm History Screen
- 680 Quick Tour of the Pharmaceutical Demo
- 681 Modifying Controls
- 682 Modifying Temperatures
- 682 Using Electronic Signatures
- 685 Signing When Starting and Stopping the Mixer
- 686 Scenario 1
- 686 Scenario 2
- 686 Scenario 3
- 687 Signing When Using an Expert
- 688 Signing When Acknowledging Alarms
- 688 Acknowledging All Alarms
- 689 Viewing the Audit Trail from a Relational Database
- 690 Exploring Trending
- 695 Exploring Alarms and Alarm Counters
- 701 Index