C11 - Bulk Data Manager V2-1 PDF

Course T301, Engineering an 800xA System - Advanced
Chapter 11 Bulk Data Manager
TABLE OF CONTENTS
Chapter 11 Bulk Data Manager ................................................................................................................................................... 11-1
11.1 General Information......................................................................................................................................................... 11-3
11.1.1 Description ................................................................................................................................................................ 11-3
11.1.2 Objectives.................................................................................................................................................................. 11-3
11.1.3 Reference Documentation......................................................................................................................................... 11-3
11.2 Introduction ...................................................................................................................................................................... 11-4
11.2.1 General ...................................................................................................................................................................... 11-4
11.2.2 Bulk Data Manager Functions .................................................................................................................................. 11-4
11.3 Working with Bulk Data Manager .................................................................................................................................. 11-6
11.3.1 Starting Bulk Data Manager ..................................................................................................................................... 11-6
11.3.2 Reading Objects and Aspects from Plant Explorer.................................................................................................. 11-7
11.3.3 Instantiate Objects................................................................................................................................................... 11-13
11.3.4 Delete Objects ......................................................................................................................................................... 11-16
11.3.5 Offline Parametrizing.............................................................................................................................................. 11-17
11.3.6 Online Parametrizing .............................................................................................................................................. 11-20
11.3.7 Initial Values ........................................................................................................................................................... 11-23
11.4 Error Logging................................................................................................................................................................. 11-24
11.5 Bulk Data Manager Templates ...................................................................................................................................... 11-26
11.5.1 CBM_IOVariables .................................................................................................................................................. 11-26
11.5.2 CBM_CrossReferences........................................................................................................................................... 11-31
11-1
Course T301, Engineering an 800xA System - Advanced
11-2
Engineering an 800xA System - Advanced
11.1 General Information

11.1.1 Description
This lesson describes the Bulk Data Manager. It makes users familiar with the
functions, commands and utilities of it.
11.1.2 Objectives
After completing this lesson the students will be able to
Reading objects and aspects with the Bulk Data Manager
Instantiate objects with the Bulk Data Manager
Delete objects with the Bulk Data Manager
Off line parameterize objects with the Bulk Data Manager
On line parameterize objects with the Bulk Data Manager
Deal with the error logging of the Bulk Data Manager
Deal with predefined templates of the Bulk Data Manager
11.1.3 Reference Documentation
800xA system user guide, engineering documentation: Basic Engineering

Function Reference
11-3

11.2 Introduction
11.2.1 General
Bulk Data Manager is a component of Engineering Workplace. It supports list oriented
bulk data operations like handling of signal lists, tag lists, etc. It also integrates Excel
sheets into Aspect Objects offering the possibility to create formatted templates.
The Bulk Data Manager is composed of:
Microsoft Excel 2000 / XP (not included with Bulk Data Manager)
a set of Excel Add-Ins that integrate Microsoft Excel into Engineering

Workplace
a set of predefined templates
11.2.2 Bulk Data Manager Functions

The Bulk Data Manager offers the following main functions:
Bulk data management as for example:

List oriented processing of engineering data in Microsoft Excel
Retrieving, filtering and saving data from/to other IndustrialIT applications
Automatic creation of objects, aspects, and structures based on reusable solutions
Import and export of customer data or data from other applications
Macro environment. VBA macros can be created in Microsoft Excel handling
objects and aspects
Work off-line, i.e. without a connection to the Aspect Server, with application
data once they are loaded from the platform
Formatted templates offer the user among others the following features:
Enter and retrieve (reporting) engineering data formatted templates.
Link data from other Industrial IT applications into a template. Linked data can
be updated automatically or on the users demand.
Build user defined templates using the rich set of Microsoft Excel formatting and
graphic features.
Monitoring of live (process) data. enables the user to:

monitor e.g. the process value or status information of a set of selected objects
Present important process information in a dynamic updating chart like radar
diagrams or pie charts
Performing calculations using a variety of strong Microsoft Excel functions

including the possibility to:
retrieve and include data from other Industrial IT applications into calculations
include live (process) data into calculations
11-4
write results of calculations back to other Industrial IT applications
11-5

11.3 Working with Bulk Data Manager

The Bulk Data Manager distinguishes between Workbooks that are managed by the
Bulk Data Manager and Workbooks that are not managed (i.e. standard Excel
workbooks). By default, Excel workbooks are not managed until they are activated by:
Bulk Data Manager > Active. After Installation procedures this item will
automatically appear in Excel. Once the workbook is activated, the menu items Save,
Update Selection, Update All, Options, etc. become available in the Bulk Data
Manager menu.
11.3.1 Starting Bulk Data Manager

There are different ways to start-up the Bulk Data Manager. The easiest way is
described below:
Start Bulk Data Manager:
1. Open the Engineering Studio Workplace via context menu on My ePlant icon
on the desktop.
2. Right mouse click onto any object ( e.g. Area1 in Functional Structure ).
3. On the context menu select Advanced and then Bulk Data Manager.
4. Left click mouse onto Bulk Data Manager command.
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5. An excel sheet is opened. The Bulk Data Manager is activated and connected
to the system automatically.
11.3.2 Reading Objects and Aspects from Plant Explorer

To read/write data into/from an excel sheet, a Default Data area has to be created:
A data area is a contiguous range of cells in a Worksheet with a

certain number of columns and a limited or unlimited (max 65536
rows) number of rows.
Data can be loaded automatically in a data area (Auto-update Data

Area) or by drag and drop of objects (Default Data Area).
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There can be one Default Data Area and many Auto-update Data
Areas per worksheet.
Each data area has a headline that defines which properties of which
aspect category are to be handled in the data area.
11.3.2.1 Default Data Area

To configure a Default Data Area drag an aspect from Plant Explorer and drop it into a
cell of the worksheet:
This action automatically fills all accessible property names into the headline.
The first drop operation also automatically fills in the four required properties
Command, Object Identification, Source Object and Basic Property
Structure/Functional Structure.ParentObject.
Properties, which are not needed, can be deleted from the headline. Do not
delete the properties Command, Object Identification and Source
Object.
The following steps describe how to configure a Default Data Area and then read
some objects from the functional structure:
1. Select an object in the functional structure ( e.g. FIC1002_AIN ) and via drag
& drop, drag the Functional Structure aspect of this object into the default
data area of a managed excel sheet. Upon dropping the aspect onto the sheet,
the three required properties appear along with the functional structure
property
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Drag
&Drop
6. Select an object (e.g. Area1 ) in the Functional Structure and drag & drop it
into the second line of the Bulk Data Manager sheet. All objects including
child objects appear in the sheet along with the values of their properties.
11-9

Drag
&Drop
11.3.2.2 Automatic Data Area

Data can be loaded automatically in a data area (Auto-update Data Area). An Autoupdate Data Area updates itself automatically according to user-defined criteria
whenever the workbook is opened, printed, or on users demand.
To create an Auto-update Data Area, follow the next steps:
1. Create a Default Data Area as described in the chapter before.
2. In the toolbar menu select Set BDM Options via left mouse click.
3. On the General tab select Object Name.
4. Left mouse click onto the OK button.
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5. Below the Command headline, create a filter to define which data should be
loaded into the BDM sheet. For example, to filter for all objects with the name
FIC1002 in the functional structure, select field A2.
6. Open the pick list and left mouse click onto Filter:
7. Extend Filter: with Functional Structure. In field A2 you should see

Filter:Functional Structure
11-11

8. Below Object Identification type in FIC1002 to filter for object names

beginning with FIC1002.
9. Change the Default Data Area to an Auto-update Area using context menu
Right mouse click onto the Command field.
10. Left mouse click onto the Make Auto-update Data Area command.
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11. To perform an update select in the excel toolbar menu Update All Objects via
left mouse click. Or save and close the document. If you open the document
you also perform an update.
11.3.3 Instantiate Objects

The simplest method to create objects with BDM requires an initial object that already
exists in the AIP. This initial object can be created manually via the instantiation of a
type or by any other method.
1. In the toolbar menu left mouse click onto the Set BDM Options button.
2. Select the Advanced tap via left mouse button.
3. Deselect the Show Path in Source Column checkbox.
11-13

4. For example: Ccreate a board in the control structure.

5. Via drag & drop import a control structure aspect onto the first line of the
BDM sheet.
6. Via drag & drop, import the board object onto the second line of the BDM
sheet.
7. Then using Excel functions configure a new line for each new object. Because
of the full path for object identification it is not necessary to fill in the Parent
column. In the example below, 3 lines where added that will create 3 instances
of board object types with the names 2,3 and 4.
Note: You need not change the name of the original object that was dragged &
dropped onto the sheet. BDM creates not a new object with the same name but only
updates that object. To create a new object with the same name you have to type in the
Command column the command new.
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8. Left mouse click onto Save All Objects button to create your board instances
in the control structure.
Left
Click
11-15

9. The boards are created in the control structure.
11.3.4 Delete Objects

To delete object with the Bulk Data Manager you should use the command Delete in
the Command column of the Excel sheet.
1. Left mouse click onto the field below the Command field.
2. Open the pick list.
3. Left mouse click onto the delete command.
4. Copy and paste the delete command to the next lines.
Select
5. Left mouse click onto the Save All Objects button.
11-16
Left
click
11.3.5 Offline Parametrizing

Before you download the data into the controller you can do some off line
parametrizing. Lets set some off line values (like min, max, ) for a board in the
Control Structure.
Please note: Before you can set the values (like min, max, ) to the board you have
to assign a variable to that channel first.
1. Left mouse click onto a board object in the Control Structure.
2. Via drag & drop, import the Control Properties aspect onto the left field ( A1
)on the first line of the BDM sheet.
11-17

3. The Configure Properties window is displayed.

4. Left mouse click onto the checkboxes for the settings which should be visible
in the excel sheet ( 1_Min, 1_Max and 1_Var_Conn ).
11-18
6. In the excel sheet the extended command line with the settings ( 1_Min) is
visible.
7. Via drag & drop, import a board object onto the second line of the BDM
sheet.
8. Assign a variable to 1_Var_Conn ( Appl_Tank1.FIC1002_IN ) and change the

1_Max value from 100 to 80.
11-19

9. Left mouse click onto the Save All Objects in the toolbar menu.
10. Check the result in Control Builder via right mouse click onto the board.
11. Left mouse click in the context menu onto Editor.
12. Open the Properties tap.
11.3.6 Online Parametrizing

Subscribing for live data means that the values referred to will automatically be
updated in an opened workbook whenever it changes. The subscription mechanism is
based on Property References that can be tagged to subscribe for live data.
For online parametrizing the OPC-server has to be run and a module has to be loaded
in the controller.
Set parameters to a control module in Functional Structure:
1. Left mouse click onto a control module ( e.g. AnalogInCC module ) object in
the Functional Structure.
2. Via drag & drop, import the Control Module aspect onto the left field ( A1 )on
the first line of the BDM sheet.
11-20
3. The Configure Properties window is displayed.

4. Left mouse click onto the checkboxes for the settings which should be visible
in the excel sheet ( AnalogInput.Parameters.Max and
AnalogInput.Parameters.Min ).
11-21

6. In the excel sheet the extended command line with the settings ( Max, Min
settings) is visible.
13. Via drag & drop, import the AnalogInCC object onto the second line of the
BDM sheet. The online values for the Max and Min parameter are displayed.
14. Change the Max value from 100 to 89 and Min from 0 to 10.
15. Left mouse click onto the Save All Objects in the toolbar menu.
16. Check the result in Control Builder via right mouse click onto the
AnalogInCC module in Online Mode.
17. Left mouse click in the context menu onto Online Editor.
18. Open the structured data type InteractionPar
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11.3.7 Initial Values

11.3.7.1 General
The initial values are a special part of the offline parametrizing. You can set the initial
values in the Process Portal with the Bulk Data Manager in bulk. By then, a download
of the controller will write the initial values to the fitting parameter/variables.
It depends on the attribute settings of the parameter/variables (e.g. retain, cold retain,
) if the initial values are written the by the next download as well, or if they are only
written by the first download.
11.3.7.2 Working with Initial Values

You will find the initial values in the Control Property aspect of an object in the Plant
Explorer. All initial values are ending with the letters _init_val.
It is important that you use the right source for writing the initial values:
If a parameter of a object (e.g. Function Block or Control Module) is not

connected, then the Function Block/Control Module object is the source place.
If a parameter is connected to a variable, then the source object of this variable

(the application objects) is the source place. In this case you have to write the
initial value to the variable, not to the parameter.
Working with the Bulk Data Manager and initial values is equal to work with offline
parameters as described in chapter 11.3.5 Offline Parametrizing.
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11.4 Error Logging

Errors that occur during a save objects operation will be logged in a separate
worksheet called Errors.
The Errors sheet is created automatically by BDM when needed.
Just click on the Errors worksheet to see what error(s) occurred.
Clicking on the actual error will place you directly to the data cell that caused
the error.
You can correct the error and save [objects] the data again.
In the example below, the Task Object ( Fast ) is not unique in the system. More than
one task exists in the project and the system therefore does not know which task object
to use. If you Save All Objects, an Errors sheet is created.
If you click on the Errors sheet you get the details.
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11.5 Bulk Data Manager Templates

Engineering Templates are positioned as an aid for engineers supporting various
engineering activities like getting cross-reference lists, creating variables for
applications or programs, etc.
11.5.1 CBM_IOVariables
With the Excel sheet CBM_IO_Variables it is possible to read and write the following
CBM variables:
Global variables from Applications
Local variables from Applications
Local variables from Programs
Local variables from Single Control Modules
External variables from Single Control Modules
Access variables from Controllers
11.5.1.1 Read Variables from CBM

There are two possibilties to start the templates CBM_IO_Variables:
1. open the folder Engineering Templates on your desktop with a double click
or
2. In PE choose an object and in the right-mouse menu click Advanced and then
Engineering Templates
11-26
6. The Engineering Templates window is displayed.

7. Double left mouse click onto the CBM_IO_Variables.xls sheet.
8. The CBM_IO_Variables window is displayed.
11-27

9. Left mouse click in the toolbar menu onto the Bulk Data Sheet: Import Filter
button.
10. The Import Filter window is displayed.
11. Left mouse click onto the Browse for Object button for Project.
12. The Select Object Dialog window is displayed.
13. Select in Control Structure the Boiler project and left mouse click onto the OK
button.
14. In the Import Filter window left mouse click onto the Filter Included
checkbox.
15. Left mouse click onto the OK & Load button.
Left
click
Left
click
16. The Confirm Action window is displayed.

18. The CBM_IO_Variables window is displayed and all variables of the Boiler
project are shown in the excel sheet.
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11.5.1.2 Write Variables to CBM

1. Open the CBM_IO_Variables.xls sheet ( see chapter 19..2 )
2. Create some global variables in Appl_Tank1. Fill in the columns Project,
Application, Location, Variable and Data Type.
3. Left mouse click in the toolbar menu onto the Bulk Data Sheet: SAVE Data
button.
Left
click

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6. Check the result in Control Builder.

7. Open the editor on application Appl_Tank1
11.5.1.3 Delete Variables in CBM

1. Open the CBM_IO_Variables.xls sheet ( see chapter 19..2 )
2. Filter or type in name, project . for variables which should be deleted
3. Type in deleted in the Command column for each variable.

6. Check the result in Control Builder.
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11.5.2 CBM_CrossReferences
There are two possibilities to start the templates CBM_CrossReferences:
1. open the folder Engineering Templates on your desktop with a double click
or
2. In PE choose an object and in the right-mouse menu click Advanced and then
Engineering Templates
3. The Engineering Templates window is displayed.

4. Double left mouse click onto the CBM_CrossReferences.xls sheet.
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5. The CBM_CrossReferences window is displayed.

6. Select the project Boiler.
7. Left mouse click onto the Open Project button.
8. Left mouse click onto the Create Variable List button.
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9. The VariableList worksheet is displayed.

10. Left mouse click onto the Editor worksheet to create cross references.
11. Left mouse click onto the Get Cross References for All Variables
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12. The cross references are shown in the Variable List worksheet below each
variable.
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Course T301, Engineering an 800xA System - Advanced

Chapter 11 Bulk Data Manager

Course T301, Engineering an 800xA System - Advanced

Engineering an 800xA System - Advanced

11.1 General Information

Reading objects and aspects with the Bulk Data Manager

Instantiate objects with the Bulk Data Manager

Delete objects with the Bulk Data Manager

Off line parameterize objects with the Bulk Data Manager

On line parameterize objects with the Bulk Data Manager

Deal with the error logging of the Bulk Data Manager

Deal with predefined templates of the Bulk Data Manager

11.1.3 Reference Documentation

800xA system user guide, engineering documentation: Basic Engineering

Engineering an 800xA System - Advanced

Microsoft Excel 2000 / XP (not included with Bulk Data Manager)

a set of Excel Add-Ins that integrate Microsoft Excel into Engineering

a set of predefined templates

11.2.2 Bulk Data Manager Functions

Bulk data management as for example:

Monitoring of live (process) data. enables the user to:

Performing calculations using a variety of strong Microsoft Excel functions

Engineering an 800xA System - Advanced

write results of calculations back to other Industrial IT applications

Engineering an 800xA System - Advanced

11.3 Working with Bulk Data Manager

11.3.1 Starting Bulk Data Manager

Engineering an 800xA System - Advanced

11.3.2 Reading Objects and Aspects from Plant Explorer

A data area is a contiguous range of cells in a Worksheet with a

Data can be loaded automatically in a data area (Auto-update Data

Engineering an 800xA System - Advanced

11.3.2.1 Default Data Area

Engineering an 800xA System - Advanced

Engineering an 800xA System - Advanced

11.3.2.2 Automatic Data Area

Engineering an 800xA System - Advanced

7. Extend Filter: with Functional Structure. In field A2 you should see

Engineering an 800xA System - Advanced

8. Below Object Identification type in FIC1002 to filter for object names

Engineering an 800xA System - Advanced

11.3.3 Instantiate Objects

Engineering an 800xA System - Advanced

4. For example: Ccreate a board in the control structure.

Engineering an 800xA System - Advanced

Engineering an 800xA System - Advanced

9. The boards are created in the control structure.

11.3.4 Delete Objects

5. Left mouse click onto the Save All Objects button.

Engineering an 800xA System - Advanced

11.3.5 Offline Parametrizing

Engineering an 800xA System - Advanced

3. The Configure Properties window is displayed.

Engineering an 800xA System - Advanced

8. Assign a variable to 1_Var_Conn ( Appl_Tank1.FIC1002_IN ) and change the

Engineering an 800xA System - Advanced

11.3.6 Online Parametrizing

Engineering an 800xA System - Advanced

3. The Configure Properties window is displayed.

Engineering an 800xA System - Advanced

Engineering an 800xA System - Advanced

11.3.7 Initial Values

11.3.7.2 Working with Initial Values