Honeywell Experion PKS Quick Start Guide

Experion PKS

Release 516

Quick Builder User's Guide

EPDOC-XX91-en-516A

August 2020

DISCLAIMER

This document contains Honeywell proprietary information. Information contained herein is to be used solely for the purpose submitted, and no part of this document or its contents shall be reproduced, published, or disclosed to a third party without the express permission of Honeywell International Sàrl.

While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a purpose and makes no express warranties except as may be stated in its written agreement with and for its customer.

In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The information and specifications in this document are subject to change without notice.

CONTENTS

Contents	3
Chapter 1 - About this guide	11
Chapter 2 - Getting started with Quick Builder	13
Starting Quick Builder	15
Layout of the main window	17
Navigation pane	18
Managing deleted items	19
List View	19
Properties pane	21
History pane	21
Library pane	22
Toolbar	23
The Jumpbar	24
Status Bar	24
Shortcut menus	24
Basic Quick Builder tasks	25
Enabling project components	26
Capturing changes to a project in the audit log	26
Comparing online and offline configurations	28
Adding items	29
Deleting and restoring deleted items	30
Modifying items	31
Filtering items	32
Searching for items	34
Selecting items	34
Renaming items	35

Contents

Duplicating items	37
Copying and pasting items	37
Pasting items from a spreadsheet	39
Dragging and dropping items	40
Importing items from a definition file	40
Uploading an item's definition from the server	42
Managing and using add-ins	43
Building a system printer	45
Working with projects	46
Setting Quick Builder project options	47
Creating a new project	47
Migrating old Quick Builder projects	50
Opening an existing project	51
Exporting project data	52
About exporting results of Floating Point data to CSV files	54
Downloading a project	55
Locking a project	58
Opening files listed in the Results dialog box	59
Improving Quick Builder's performance	59
Chapter 3 - Building controllers or channels	61
Building controllers and channels	62
About generic and user scan task controllers	64
Creating a generic controller	64
Point parameter address syntax for a generic controller	65
Creating a user scan task controller	66
Point parameter address syntax for a user scan controller	66
Generic and user scan task controller and channelproperties	68
Main properties for a generic channel	68
Main properties for a generic controller	70

Contents

Main properties of a user scan task channel	71
Main properties for a user scan task controller	73
Modifying a controller or channelafter download	75
About scanning	79
Periodic scanning	79
Exception scanning	80
Demand scanning	80
Dynamic scanning	81
About scan packets	81
Building Controller Integration Mappings	82
About Controller Integration Mappings	82
Importing Integration Mappings	85
Exporting Integration Mappings	85
Creating and Modifying Integration Mappings	86
Supported Controller Integration Mapping syntax	89
Example RTU2020 Integration Mapping	103
Chapter 4 - Building servers	106
Creating a server	107
Main properties for a server	107
Sizing limits for the server	108
Upload and download paths for a server	108
Server specific options	108
History options for a server	110
Chapter 5 - Building a Flex Station	112
About Station types	113
About security types	113
Creating a Flex Station	114
Main properties for a rotary Station	114

Contents

Main properties for a static Station

115

Chapter 6 - Building and configuring points	118
Building points	121
Assigning points to an asset	121
Accumulator points	122
Main properties for an accumulator point	122
Alarm properties for an accumulator point	124
Analog points	126
Main properties for an analog point	126
Alarm properties for an analog point	128
Control properties for an analog point	131
Auxiliary properties for an analog point	133
About drift deadbands	134
Container points	135
Defining the structure of a container point	135
Creating container points	136
Main properties for a container point	137
Using an existing point detail display as the associated display	138
Creating a point detail display for a container point	138
OPC advanced points	140
Main properties for an OPC advanced point	140
Importing OPC advanced point definitions from a spreadsheet	141
OPC parameters for an OPC advanced point	145
Status points	145
Main properties for a status point	146
Alarm properties for a status point	148
Control properties for a status point	150
Configuring the Raise and Lower buttons for OP control	154
Configuring algorithm parameters	155

Contents

Display-related properties	155
History collection properties	156
Subscribing to non-scanned parameters	159
Creating or editing scripts	161
Creating scripts	161
Electronic signature related properties	161
Configuring points for electronic signatures	162
Configuring user-defined parameters	163
Adding a variable user-defined parameter	164
Adding a constant user-defined parameter	165
Adding a database reference user-defined parameter	165
Adding a parameter reference user-defined parameter	166
About user-defined scanned parameters	166
Adding a scanned analog user-defined parameter	169
Adding a scanned status user-defined parameter	170
Adding a scanned string user-defined parameter	172
Adding a custom user-defined parameter	172
Adding multiple user-defined scanned parameters	173
Modifying multiple user-defined scanned parameters	181
Importing/uploading specialized point configurations	181
Specifying point parameter addresses	182
Using Address Builder	183
Using Address Builder with an Integrated Controller connected	185
Automated Point Generation for an Integrated Controller	186

Chapter 7 - Building Equipment Templates	192
About building equipment templates	193
Creating equipment templates	194
Exporting templates from the Template Library	196

Contents

Updating equipment by modifying its equipment template	197
Deleting an equipment template	198
Configuring equipment templates	199
Configuring the Template properties	200
Creating a Related Equipment table	202
Configuring Point and Equipment properties	203
Editing properties in Microsoft Excel	209
Creating a tabular view	209
Creating a trend view	210
Configuring the Summary view	211
Template properties	214
Configuring the Tabular view	217
Summary view properties	220
Point properties	222
Equipment properties	224
Shape properties	227
Chapter 8 - Building and configuring Equipment	232
Building equipment	233
Importing equipment templates to the Template Library	234
Modifying equipment properties	235
Details for an Equipment item	236
Point references for an Equipment item	236
Associated items for an Equipment item	237
Relationships for an Equipment item	237
Configuring equipment relationships	239
Assigning equipment to a different asset	240
Deleting equipment	240
Chapter 9 - Building Electronic Flow Measurement (EFM)	242

Contents

Building EFM meters	243
Main properties for an EFM meter	244
Collection and export properties for an EFM meter	245
Managing EFM meter templates	247
Main properties for an EFM meter template	250
Configuration Log properties for an EFM meter template	254
Interval Log properties for an EFM meter template	257
Daily Log properties for an EFM meter template	260
Alarm and Event properties for an EFM meter template	264
Configuration Record Log properties for an EFM meter template	268
Ultrasonic Log properties for an EFM meter template	272
Composition Log properties for an EFM meter template	275
Gas Quality Log properties for an EFM meter template	278
Liquid Batch Log properties for an EFM meter template	281
Data Export properties for an EFM meter template	284
Defining enumeration mappings for CFX	286
CFX enumeration mappings	288
Configuring CALC data types	297
Defining EFM CSV data export formats	298
Defining the monthly export format	301
Managing EFM schedules	302
Managing meters and meter templates	304
Uploading EFM configurations from the server	305
Exporting and importing EFM configurations	306
Collecting and exporting EFM data	306
About tamper detection of EFM data	309
Chapter 10 - Algorithms	312
Configuring PV algorithms in Quick Builder	313

Contents

PV Algo 4: General Arithmetic	313
PV Algo 5: Production	314
PV Algo 7: Run Hours	315
PV Algo 10: General Logic	316
PV Algo 12: Composite Alarm Processing	317
PV Algo 15: Integration	319
PV Algo 16: Cyclic Task Request	320
PV Algo 20: Advanced Arithmetic	321
PV Algo 21: Advanced Logic	322
PV Algo 22: Piecewise Linearization	323
PV Algo 64: Maximum/Minimum	324
PV Algo 68: Value Transportation	325
Configuring action algorithms in Quick Builder	326
Action Algo 11: Composite Alarm	326
Action Algo 68: Value Transportation	327
Action Algo 69: Status Change Task Request	328
Action Algo 70: Status Change Report Request	329
Action Algo 71: Queued Task Request	329
Action Algo 72: Status Value Transportation with Mapping	329
Action Algo 74: Status Change USKB LED Request	331
Action Algo 75: Status Point Notification	332
Action Algo 76: Analog Point Notification	332
Action Algo 77: Status Change Display Request	333
Action Algo 78: Group Control of Points	334
Action Algo 79: Status Change Alarm Group Inhibit	335
Action Algo 80: Status Change Alarm Area Inhibit	336
Action Algo 92: Queued Task Request	336
Creating a composite alarm hierarchy	337
Notices	339

CHAPTER

1 ABOUT THIS GUIDE

This guide describes how to use Quick Builder to configure system items, such as controllers (other than Process Controllers), points, Flex Stations, and printers.

Revision history

Revision	Date	Description

A	August 2020	Initial release of document.

Chapter 1 - About this guide

CHAPTER

2 GETTING STARTED WITH QUICK BUILDER

In Configuration Studio, you use Quick Builder to create and maintain a configuration database that defines system items such as controllers, points and Flex Stations. (For details about configuring Console Stations, see the Server and Client Configuration Guide.)

When you are satisfied with your configuration, you download it, or selected parts of it, to the Quick Builder (online) database on the Experion server.

To modify any part of your configuration, you need to upload (or backbuild) items from the server (online) database into Quick Builder, make the required changes, and then download the changes to your server database.

You can also create an offline Quick Builder database (a database connected to an SQL server rather than an Experion server) to configure your entire system and then download that configuration to the Quick Builder database on the Experion server at a later time. This offline database is also referred to as a Quick Builder project.

TIP: Offline databases are vulnerable from a security perspective. Ensure that you save any offline databases in a secured path.

Quick Builder support for multiple users

Multiple users can open a Quick Builder project in different nodes simultaneously and perform configuration activities.

Rules have been established within Quick Builder to handle conflicts between user actions, which means that occasionally you could be stopped from completing an update to the database if another user is performing a similar action, or if the item has been modified in some way since you started your update.

For example, if you modify, add, or delete an item and then try to download those changes to the Experion server while another user is also attempting a download, an error message is displayed and you will need to wait to download your changes until the other user’s download is complete.

Chapter 2 - Getting started with Quick Builder

In this section:
Starting Quick Builder	15
Layout of the main window	17
Basic Quick Builder tasks	25
Working with projects	46

Chapter 2 - Getting started with Quick Builder

Starting Quick Builder

When starting Quick Builder, you can connect to either an online Quick Builder database on an Experion Server, or to an offline database on an SQL (non-Experion) server. When working offline, you can create Quick Builder projects, that can later be downloaded to the Quick Builder database on an Experion server.

Prerequisites

To create a Quick Builder project you must have a minimum of SQL

Server Express installed.

To start Quick Builder

1.Start Configuration Studio. The Connect dialog box appears.

2.Depending on the environment you want to work in, use one of the following connection options:

Option

Description

To work in the Quick Builder database on your local Experion Server.

On the Local Targets tab, select the system or server you would like to connect to.

To work in the Quick Builder database on a remote Experion Server.

To work in an offline Quick Builder database on an SQL Server.

1.On the Other Targets tab, select either Experion PKS System or Experion PKS Server from the

Target type list.

2.Select the system or server you would like to connect to from the Target name list.

1.On the Other Targets tab, select Quick Builder Database from the

Target type list.

2.Select the SQL server you would like to connect to from the

Target name list.

Chapter 2 - Getting started with Quick Builder

Option

Description

3. To open an existing project:

a. Select the Open Existing Project option

b. Click Search Location to list the databases existing on that server.

c. Select the database you would like to connect to from the list provided.

4. To create a new project:

a. Select the Create Project option

b. Type a name for the new project in the Project Name field.

3.Click Connect.

If you chose to connect to a Quick Builder database on an Experion server, the Login to Server dialog box appears. Enter your credentials and click OK, then skip to step 6.

If you chose to connect to, or create, a Quick Builder project on an SQL server, the Enable Components dialog box appears.

4.In the Enable Components tab, the check boxes indicate the components that are enabled by default for your system licence, and the number of each item that has been created for each component. Use the check boxes to enable and disable components as required, then click OK.

5.In the SCADA Control list, click any of the available options, such as

Build Channels.

Quick Builder appears. Your Quick Builder access privileges are the same as for Configuration Studio.

Chapter 2 - Getting started with Quick Builder

Layout of the main window

The following figure shows the layout of the Quick Builder window, regardless of whether you are working in an online or an offline database.

Figure 2-1: Quick Builder window layout

In this section:

Chapter 2 - Getting started with Quick Builder

	Navigation pane
	A navigation pane on the left-hand side of the Quick Builder window
	contains items that can be created and configured in Quick Builder.
	The following table lists the views that you can choose in the
	navigation pane, and the contents of those views.
Category	Items and descriptions

All items	Displays a tree containing all item types supported by Quick Builder:

•

Channels (interfaces that enable servers to communicate with controllers)

Controllers (field devices such as PLCs, loop controllers, and so on)

Points

Stations (the Operator interfaces)

Quick Builder configures only Flex Stations, the standard type of Station. (For details about configuring Console Stations, see the topic titled "Configuring a Console Station" in the Server and Client

Configuration Guide.)

•

Printers

Meters

Servers

Equipment

Recycle bin, which is a holding area for items that have been deleted from their parent category but have not yet been permanently deleted and therefore can be recovered if needed.

Unassigned items

SCADA	Lists channels and controllers defined for this server. Selecting a
Controllers	controller displays a list of the points assigned to that controller in the
	List view.

Assets	Lists assets that have been downloaded from the server. Selecting an
	asset displays a list of the items associated with that asset in the List
	view.
	Adding, editing, duplicating, and renaming operations are not permitted
	in the Asset view.

Chapter 2 - Getting started with Quick Builder

Category	Items and descriptions

Electronic	Lists Electronic Flow Meters that have been defined for this server.
Flow	Selecting a meter displays a list of the items associated with that meter
Meters	in the List view.

Controller	Launches the configuration forms through which points can be
Integration	generated for those controllers where the Integration check box has
	been enabled.

Managing deleted items

The Recycle Bin is a holding area within the Navigation pane, where items you have deleted from other groups are 'marked for deletion', rather than being actually deleted.

To undelete an item and return it to its original group, right-click the item and choose Undelete from the shortcut menu.

Note the following points:

n Deleted items will be permanently deleted if you select the

Automatically Download Deletions option when you download a project (and the download is successful).

n You should not permanently delete items that you have previously downloaded to the server—if you attempt to do this a warning message appears. (If you choose to delete items that have been downloaded, the project and the server database will lose synchronization—although the item will no longer exist in the project, it will still be defined in the server database.)

n Quick Builder allocates an item number to each item. Items in the Recycle Bin retain their numbers until you permanently delete them. This has no significance unless you reach an item number limit for your license. For example, if your license allows 40 Stations, and you have already created 40 Stations (including deleted ones), you cannot add any more until you delete/download those that have been deleted and are still being held in the Recycle Bin.

List View

When you select a group of items in the Navigation pane, such as Printers, Stations, or Points, a list of the items that have been created within that group is displayed in List View. If no items appear in the List View, it means that none have yet been created.

Chapter 2 - Getting started with Quick Builder

	You can use List View to edit, delete, and sort items.

		TIP: As Quick Builder projects can be modified by more than
		one user at a time, you may find that changes made by other
		users sometimes appear in the List View when you move from
		one item to the next, or when you change focus in the
		Navigation pane. Refreshing the view will also display changes
		made by other users.

Item type	Description

Points	Standard points.

Servers	Servers, which use the databases created by Quick Builder.

Controllers	Controllers, the field devices such as PLCs, loop controllers, and so
	on.

Channels	Channels, the interfaces that enable servers to communicate with
	controllers.

Stations	Stations, the operator interfaces
	Quick Builder configures only Flex Stations, the standard type of
	Station. (For details about configuring Console Stations, see the
	topic titled "Configuring a Console Station" in the Server and Client
	Configuration Guide.)

Printers	Printers.

Recycle Bin	A holding area for deleted items, which works in the same manner
	as the Windows' Recycle Bin.

Trends/Groups Station displays to which you can add points.

Networks	The interface that enables servers and point servers to
	communicate with channels and controllers.

Customizing the List View

By default, the List View contains columns displaying an item’s major properties, such as its name and description. You can, however, customize the List View to show other properties by adding, removing , or reordering columns. You can also sort columns to be either ascending or descending, and the view will reorder accordingly.

Chapter 2 - Getting started with Quick Builder

To customize the List View

1.Choose ViewColumns.

The Columns dialog box appears.

2.Select the names of the columns you wish to display from the

Details list.

You can use the options in the Select fields from list to filter the columns shown in the list.

3.Use the Move Up and Move Down buttons to change the order of how the columns will appear.

4.Click OK to close the dialog and refresh the List View.

Properties pane

You use the Property Pane to view and edit the properties of the item(s) selected in the List View.

Because an item has so many properties, they are grouped by tab. For example, if you wanted to see the display-related properties of a selected point, you would click the Display tab.

The Property Pane is modeless, which means that the selected item(s) change as soon as you select another item, or perform an action such as downloading.

The Property Pane also changes as follows when you select several items:

nAny property whose value is not identical for all selected items is grayed out. For example, if you select two status points, Point ID will be grayed out because every point has a unique ID.

nIf the items are of different types, such accumulator and status points, the Property Pane only displays tabs and properties that are shared by all selected items.

If you edit a property when several items are selected, you make that same change to every selected item. For example, if you select a number of accumulator and status points, you can change the PV Source Address or the PV Scan Period because both properties are common to both point types.

History pane

Every time a display is modified, those versions are saved and can be viewed in the History Pane at the bottom of the Display Repository.

Chapter 2 - Getting started with Quick Builder

From the History Pane you can perform several actions on a display version. You can:

n Approve or Reject a version read for publication to the Experion server

	n Publish a display version to the Experion server
	n Update a version of a display in your working folder to match the
	latest version on the Experion server
	The display versions are listed in a table, containing the following
	information:
Item	Description

User	The ID of the user who saved that version of the display in this
	database.

Date	The date that the version was saved.

Version	The version number of the display.

Action	The system action that was performed to that version of the display.

Comment	Comments added by the user when they saved that version of the
	display.

Ready to	The display is ready for testing and validation prior to being published
Validate	to the Experion server.

Library pane

The Library pane on the right hand side of the Quick Builder window contains templates that can be used to create instances of items in Quick Builder. The templates are organized into categories to identify their types:

n Channels

n Controllers

n Points

n Servers

n Printers

n Stations n and so on

Honeywell Experion PKS Quick Start Guide

Chapter 2 - Getting started with Quick Builder

When creating and importing templates, you can create custom categories that will then appear in the Library pane. These might include industry areas, such as Oil and Gas, or Coal Seam Gas.

Toolbar

The toolbar provides speedy access to commonly used commands.

Button Description

Search. Searches the Quick Builder database for items such as points.

Change configuration target. Allows you to change to another server, system, or Quick Builder database.

Save. Saves the project.

Add. Adds one or more items to the project.

Delete. Moves the selected items to the Recycle Bin.

Undo. Undoes the previous action.

Copy. Copies the selected items to the clipboard.

Paste. Pastes the clipboard's contents into the display.

Custom Filter. Opens the Custom Filter dialog box, which you use to filter out (hide) items that are of no immediate interest.

Import. Opens the Select file to Import... dialog box, which you use to locate and select the file you want to import.

Export. Opens the Export dialog box, which you use to export files from the current Quick Builder database.

Download. Downloads all or some of the project to the server database.

Upload. Uploads configuration data from the server into a project.

Compare. Compare items in the current project to those in the Quick Builder database on the server.

Chapter 2 - Getting started with Quick Builder

The Jumpbar

You use the Jumpbar to quickly select an item in the List View. (Note that you will not be able to locate and select an item if it has been filtered out.)

To find items:

1.Click anywhere in the Jumpbar.

2.Type the name of the item you are searching for and press Enter. Quick Builder finds the first matching item.

You can use one or more wildcards (*) to find items whose full names you do not know, for example *ana*, which will return items containing the text ana in its name.

To select an item:

1.Click the Jumpbar.

2.Type the item's name and press Enter.

To move between items, select the item from the Jumpbar list and press Enter. The Jumpbar remembers the last 20 items you specified.

Status Bar

The Status Bar displays a short description of the selected property (or its valid values if the current value is incorrect). The right hand side of the Status bar also displays the name of the connected server, the name of the current user, and the current security level.

Shortcut menus

If you right-click an item type icon (in List View), a shortcut menu appears that provides speedy access to commonly used commands.

In the List View, you can highlight multiple items before opening the shortcut menu.

Figure 2-2: List View Shortcut menu

Chapter 2 - Getting started with Quick Builder

Basic Quick Builder tasks

This section outlines the basic tasks you can perform with Quick

Builder.

In this section:

Chapter 2 - Getting started with Quick Builder

Enabling project components

When you first start a new Quick Builder project, or when you add new component types (such as devices, points, and servers) to a project, you first need to specify them in the component manager so that you can configure them.

TIP: When working on the Project Component Manager to enable or disable components for a project, any other users of the project will be asked to log off and they will not be able to log back into the project until you have finished. For this reason, it is recommended that you perform this action when there is minimal user activity in the project.

To specify the components to configure

1.From the Quick Builder menu, choose Tools > Project Component Manager.

The Project Component Manager dialog appears.

The dialog contains a list of components, such as devices, points, and servers. It also contains a list of non-Experion components.

2.Scroll through list of components and select the check box next to the items in your project you want to enable or disable.

3.Click OK.

A summary appears of the components being added (or removed).

4.Click OK.

Quick Builder adds the components to the project.

Capturing changes to a project in the audit log

You can capture all changes made to a Quick Builder project, including details of the user who made the changes, in an audit log.

Audit logs are, by default, stored on the server on which they have been enabled. You can use a combination of Robocopy scripts and Windows Task Scheduler to automatically copy audit logs to a network share regularly.

Chapter 2 - Getting started with Quick Builder

To enable the audit log for capturing changes to a project

1.Start Quick Builder.

For more information, see "Starting Quick Builder" on page 15.

2.From the Quick Builder menu, select Servers and click the All items tab.

A list of the servers for this project appears.

3.Select the server on which you want to capture changes, then click the Server Specific Options tab.

4.Select the Enable audit log checkbox

All Quick Builder changes made to the project and to items on that server will be recorded in the audit log.

Server Logger is used to store the log files, and Honeywell Log Viewer (HLV) can be used to view the log files. You can access the log files through a shortcut in the Start menu on the Experion Server.

Note the following rules for the audit log:

•The maximum size for a single log file is 8MB

•The maximum number of log files is 100

•After the maximum storage is reached (800MB), the log files will be overwritten

•It is recommended that audit log files are stored in a secure location, and backed up periodically.

To copy an audit log and schedule regular saves to a network share

1.From a Windows Command Prompt on the server, type robocopy <source> <destination> [<File>[...] [<options>], where:

a.source is the path to the source directory

b.destination is the path for the destination directory

c.file is the audit log file or files to be copied

d.options is a list of the options to be included in the command. For more information about Robocopy command options, see https://technet.microsoft.com/en-us/library/cc733145.aspx.

Chapter 2 - Getting started with Quick Builder

2.Press Enter.

The files are copied to the specified location

3.Copy your Robocopy command syntax to a Notepad file, and save as a .BAT file so it can be re-run.

4.From the Windows Control Panel, click System and Security, and then Administrative Tools.

5.Right-click on Task Scheduler and choose Run as Administrator.

6.Choose Action, and then Create Basic Task....

7.Enter a name for the task and a short description, then click Next.

8.Select the option that best meets your scheduling requirements, then click Next and enter any additional scheduling information as required.

9.Select Start a program, then click Next.

10.Navigate to and select your Robocopy script, then click Next.

11.Review the summary details, and click Finish.

Comparing online and offline configurations

You can compare items in a standalone (offline) project with those in an online Quick Builder database either while you are configuring the items, or before you download a project containing those items to the database on an Experion server.

Depending on the number of items being compared, one of the following actions will occur:

nFor up to 5000 items, the comparison will occur within the Quick Builder Compare Report, as documented below.

nFor between 5000 and 100,000 items, the comparison data is exported to a .TSV file, which can be viewed in Microsoft Excel, Honeywell Log Viewer, or Notepad.

nFor more than 100,000 items, a message is displayed stating that the comparison could take in excess of 4 hours to complete.

A comparison report highlights any item that has changed or been added since the most recent download of this project.

After adding and configuring items, you download all or part of your project to the server database. Before committing to the download of any items, you can compare them with what already exists on the Experion server.

Chapter 2 - Getting started with Quick Builder

Comparing items while configuring a project

1.At any time while working on a Quick Builder item, click in the tool bar.

The Compare Report appears, highlighting any difference that exists between the item in your project and on the Experion server.

2.Click Close icon to return to Quick Builder.

Comparing items before downloading a project to the server

1.As for any download, choose the Scope of the download and check that the Summary contains the list of items you want to download to the server.

2.Click Compare.

The Compare Report appears, highlighting any new or changed items. You can use the tool bar icons to perform actions such as

•Jumping backwards and forwards between changed items in your project or on the server

•Show all items, or only the ones that are different between your project and the server

Click the close icon to close the compare report.

3.After reviewing the Compare Report, you can choose to either Download the items to the Experion server, accepting the changes as they have been highlighted in the report, or Cancel the download to return to Quick Builder.

Adding items

To create new items

1. Use one of the following options to create a new item:

•Click .

•From the menu bar, click Edit > Add item.

•Right-click on an item in the All items view and click Add item.

Chapter 2 - Getting started with Quick Builder

•From the relevant section within the Library, drag and drop the template for the required item into the List View.

The Add Items dialog box appears.

2.Type the number if items you want to create in the Number of items field. If you choose to create more than one item, extra fields appear where you can define the suffix applied to each item name. The variable used can be numbers of letters.

3.From the Item Family list, select the applicable family. If you used a template or a right-click menu option to invoke this dialog, this field will default to the template type or the item you had selected at the time.

4.From the Item Type list, select the item type.

5.In the Name text box, type in the name for this item, or you can accept the default provided. A summary of the details you have provided is displayed.

6.Click OK to add the item(s) to the list. The new items appear in the List View.

As more than one user can work in a Quick Builder project at the same time, you may notice changes occurring in the List view other than those that you have made. These changes appear whenever you refresh the List view.

If an item you are adding has the same name as an item added by another user, an error message appears. If you are adding multiple items, those that do not have conflicting names will be added successfully, but you will need to add any conflicting items again using a different item name.

7.Use the properties tabs to configure the item.

Deleting and restoring deleted items

Deleting an item moves it to the Recycle Bin, which means that you can restore it, or undelete it, if needed.

To delete one or more items

1.Select the item(s) you want to delete in either the Navigation pane or the List view.

2.Click (or press Delete). You can also delete items by:

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