Proficy Portal 2.5 New Features

Expressions

Expressions are now supported, including arithmetic operations, and common trigonometric and algebraic functions. Expressions enable users to perform a wide variety of tasks including the creation and display of key performance indicators, aggregation of data values, normalization of values, and some conditional logic. For more information enter 'expression' in the online help Index.

Performance Enhancements

Improved performance for the Proficy Portal application and for loading displays.

Web Controls and Web Sources

With a Web Control, you can embed a web page or launch a PDF report in a Proficy Portal display. For more information, look up 'web controls' in the online Help Index.

WebSources allow you to use complex web addresses (URLs) that contain queries, and to replace values in the query dynamically in the Proficy Portal display. For more information, look up 'websources' in the online Help Index.

System Variables

Variables are system-defined values, such as the current locale or computer name. These values can be linked to object parameters. Variables can be used to pass contextual information about the current client session as parameters to data sources, without the need to have a source object (combo box, list box) present in the display. For more information, look up 'system variables' in the online Help Index.

Proficy Plant Applications Integration

Proficy Plant Applications Plant Database Connector

With the Plant Database connector you can retrieve and perform analysis on data from the Plant Applications Plant Database. A set of functions allows you to bring in only the data you need, while also allowing you to set default parameter values to further filter the data.

Proficy Plant Applications Digital Dashboard Integration

You can connect to a Plant Applications web server and import Web Reports or Web Parts into Proficy Portal as WebSources. In Proficy Portal, the reports can be viewed in a display via a hyperlink or an embedded browser window. For more information, look up 'digital dashboard' in the online Help Index.

Integrated Proficy Licensing

Proficy Portal 2.5 integrates the new Proficy licensing component that other Proficy products now use. There is a new M4 key and License Viewer software available. M1 keys and the associated software is still supported for existing customers.

Natural Printing

Natural Printing refers to the ability to print displays by specifying URL line parameters. The reports (displays) can be saved as PDF or printed. A number of additional parameters can be used to set the number of copies to print, the print orientation, the name of the report, and so on. For more information, look up 'natural printing' in the online Help Index.

Print Preview Command for Button

The Button object can be configured with a number of different commands. Now you can configure the Print Preview command, so that when the user clicks the button, a preview of the printed display is launched in Adobe Acrobat. For more information, look up 'commands' in the online Help Index.

Security/Authentication Features

Single Sign-on

Proficy Portal can be configured so that the same login can be used for Proficy Portal as the computer login and/or other applications. The user is then saved from having to log in multiple times. For configuration information, look up 'single sign-on' in the online Help Index.

Support for Secure Connections

Secure Sockets Layer (SSL) is a protocol used for transmitting data privately over the Internet. When SSL is set up on the server, the user can simply use "https" rather than "http" in the URL to trigger secure communication to and from the server. For more information, look up 'secure sockets' in the online Help Index.

Role Domain/Group Synchronization

When Proficy Portal roles are set up through domains, the roles can be synchronized with the domains/groups so that modifications made to user accounts through the domain will be reflected in the associated Proficy Portal roles. The synchronization can be performed only when required, or a regularly scheduled refresh can be set up. For more information, look up 'domains' and access 'synchronizing with roles' from the online Help Index.

Security Restriction for Saving Images

Additional security can now be used by Administrators to prevent users from saving objects in displays as images. For more information, look up 'privileges' in the online Help Index.

Historian Retrieval Mode Enhancement

The Historian connector's Raw By Time retrieval mode allows a pen to be drawn on a chart when no data is retrieved for a specified time range. The first value previous to the start time and the next value after the end time are retrieved, and a line is drawn for the pen from the two values. For more information, look up 'retrieval mode' in the online Help Index.

Time Usage Enhancements

Quick View of Time Update Settings

There are a number of ways to update time on data sources. The various methods are coordinated with settings available on the Advanced Settings dialog box. Now you can quickly view these settings in a color-coded ToolTip, by placing your mouse cursor over the data source 'wrench' icon. For more information, look up 'time updates on data sources' and access 'quick view' in the online Help Index.

Date/Time in URLs

With this feature you can specify a web address (URL) that will pass actual dates and times for the start and end times of objects. For more information, look up 'URL' and access 'Date Time strings' in the online Help Index.

Support for Drill-down Analysis

Passing Values Between Objects and Displays

This feature allows you to select items in one display and "drill down" by having the values passed into other displays, providing additional views or analysis of the data. For example, you could select an item in a list box that in turn passes a value to a hyperlink in the same display. The hyperlink, when clicked, opens another display that shows further analysis of the item that was selected from the list box. For more information, look up 'hyperlinks' and access 'passing parameters between displays' in the online Help Index.

Full Frame Displays

With this feature, you can create a display that consists of one object only, and the object fills the entire display. The objects that can be used in a full frame display are charts (all types including Quality charts), grids, and the WebControl object. This is particularly useful when "drill-down" analysis is used. For example, if you want to use a chart for detailed analysis, it may be beneficial to use a full-view chart. For more information, look up 'full frame' in the online Help Index.

Improved Symbol Usage

Symbols are placeholders for values that can be substituted at run time from a symbol file. Symbols can represent data sources, properties, or parameters.

Symbol Name Re-use

When symbols are created, each reference is given a name, and in previous versions, this name had to be unique for each reference. Now, you can give symbol references the same name so that the symbol can be re-used in a display. In addition, when pictures that have duplicate symbol references are imported from iFIX (using the Picture Importer), the duplicate usage is maintained in the Proficy Portal display. For more information, look up 'symbols' in the online Help Index.

Display Time/Date Symbols

The Time/Date of the display can be altered with the use of symbols. The symbols can be passed from one display to another, loaded from a file, or loaded from a URL line. For more information, look up 'parameters' and access 'time parameters' in the online Help Index .

Additional Objects Available for Linking

The Event chart now has connectable parameters that can be linked to by a time source object such as the Time Component. The Event chart can also be used as a source for an object such as the Alarm Analysis object, where the query tag selection on the Event chart will cause the linked object to be updated accordingly. For more information, look up 'event charts' and access 'linking to other objects' in the online Help Index.

The Thumbnail object can now be used as a target when linking objects. For example, a List Box or Time Component object can be used to pass parameters to any grid or chart that is configured as a Thumbnail. For more information, look up 'thumbnails' in the online Help Index.

Drag and Drop of Internet Explorer Shortcuts

Internet Explorer shortcuts can be used to quickly insert hyperlinks and web control objects in displays, or to add web links to the Data Sources tree. You can drag and drop shortcuts from the Internet Explorer Favorites menu or Address box, or from any shortcut for an Internet Explorer web site. For more information, look up 'Internet Explorer' shortcuts in the online Help Index.

jTDS Driver Support

The jTDS (java Tabular Data Stream) driver is a public domain driver for Microsoft SQL Server. This driver supports NTLM authentication in addition to standard SQL authentication. Users are now able to log into Windows or Proficy Portal, and the credentials will carry down to the SQL server. For more information, look up 'jdbc driver' in the online Help Index.

Historian Configuration Default Settings

When Historian data sources are used in Proficy Portal displays, a number of configuration settings are available on the Edit Source/Configure New Object dialog box (e.g. the retrieval mode, time zone, and time settings). Rather than setting the configuration whenever you add an object to a display, you can set up defaults for the configuration when you add or edit the data source in the Administration application. For more information, look up 'historian' and access 'configuring data source defaults' in the online Help Index.

Data Access Wait Indicator

Displays can be configured to show a wait indicator while certain components (charts, grids, datalinks, and trees) are retrieving data. For example, an hour glass may appear in the upper left or right of your display window until the data has been retrieved. This indicator is configurable; you can specify the type of graphic that is used, where it appears on the display, and how much time should pass before the wait indicator appears. For more information, look up 'preferences' and access 'for all displays' in the online Help Index.

Caching Improvements

Improvements have been made to server-side caching, allowing users to more easily update changes made by other users on the same display. In the past, changes made by another user on the same display would require a client restart. Now, the user must simply re-open the display and it will be refreshed with the other user's modifications.

Support for Virtual Directory Name Change during Install

The virtual directory name is part of the web address (URL) for Proficy Portal. The default virtual directory name is ProficyPortal. You can now change this name during installation. For more information, look up 'installing Proficy Portal' in the online Help Index.