How to import an OPC Server configuration

The Smart Generator for OPC is designed to automate the configuration of the PcVue OPC-DA client. It allows you to import items from an external OPC-DA server to generate I/O variables including mapping onto the server and groups.

Supported data Types

There are many OPC Data types, some of which are common and others that you are unlikely ever to encounter. The following is a list of the most common types and how they are mapped to PcVue variables.

OPC data type	ID	Description	PcVue variable type
VT_I2	2	2-byte signed integer	Register
VT_I4	3	4-byte signed integer	Register
VT_R4	4	4-byte real	Register
VT_R8	5	8-byte real	Register
VT_DATE	7	Date	Text
VT_BSTR	8	String	Text
VT_BOOL	11	Boolean	Bit
VT_I1	17	1-byte signed integer	Register
VT_UI1	18	1-byte unsigned integer	Register
VT_UI2	19	2-byte unsigned integer	Register
VT_UI4	20	4-byte unsigned integer	Register

Prerequisites

• You have configured the list of OPC items that the external OPC server is to expose. Refer to the OPC Server vendor's documentation for more information.

• You have configured the connection to the OPC Server, and the group to which new variables will be mapped in PcVue prior to running the smart generator. Refer to the OPC sub-book for more information.

• The external OPC server must be running when using the smart generator or the browsing of OPC items will fail.

Selecting the source data

1. Go to Configure then Smart Generators and click New OPC import. The Smart Generator for OPC dialog opens.

2. Select the OPC Server using the drop down list box. The available servers and corresponding groups are those from the PcVue configuration. The Update rate and Deadband are from the configuration of the selected group. If no group is selected, click the icon button on the right of the OPC groups field and enter a name in the Set custom OPC group's name dialog, then click OK to save the new group. Show picture

   

3. Click the Advanced/Options button, then select a server list and a client list in the Networking list tab to define the behavior of PcVue variables for a multi-station project.

   The lists of servers and clients must already have been created in PcVue and the station from which you run the smart generator must be in the servers list.

4. Select the Advanced options tab and enter a default domain and nature if needed. This configuration will be applied to all generated variables. Click OK to validate.

Defining branches and selecting variables

After you have selected the source data and configured the networking lists and options of the import via the Select project dialog, the next step is to define the branches and select the variables you want to generate.

1. Click Next, the Branch Management dialog opens. This step allows you to control how branches and variable names are derived from source data names so that the generated variables fit in the branching and naming logic of your project. First, you can enter a global branch if you want to prefix the name of all generated variables with a particular branch segment. You can also select branch separator options to control how source data names will be split into branch segments:

   • Use numeric characters as branch separator - If selected, a branch separator will be added after each numeric character. For example, a source data named MOT1DEFAULT1 will generate a variable named MOT1.DEFAULT1.

   • Use specific sequence character as branch separator - If selected, the sequence of characters you select will be replaced by a branch separator. For example, if you select the underscore ('_') as sequence character, a source data named CONTROLROOM_COMMAND will generate a variable named CONTROLROOM.COMMAND.

   A branch separator is not added when a numeric character is at the end of the name.

2. Click Next, the variable import process is initialized and the Select import type dialog opens. Select the type of import you need:

   • Custom import if you want to access the Select variables dialog in which you can filter and manually select the list of variables to import.
   • Full import if you want to generate variables for all source data.

3. (Custom import option) Adjust the filters to find the variables to import. The Name field allows to filter the list of variables according to the name in the source data. You can use wildcards, the asterisk (matches any number of characters) and the question mark (matches a single character).

   For example:
   'Pump1' would only match a source data named 'Pump1'.
   'Pump?' would match 'Pump1' or 'Pump2' etc. but not 'Pump10'.
   'Pump*' would match 'Pump1', 'Pump2' and 'Pump10' but also 'Pumpkin'.

   The variables that match the filter appear in the Available Items pane.

4. (Custom import option) Select the variables filtered in the Available items pane for import and click the right-arrow -> button. The variables in the Selected items pane are to be imported and generated.

   Show picture

   

Renaming and generating variables

After you have defined the branch and selected variables to generate via the Select variables dialog, the next step offers the possibility to edit the variables you have selected and prepare them for generation.

1. Click Next. The Generate variables dialog opens, listing all variables selected for generation. To rename variables, either select variables and click Rename selected, or use the Rename invalid button. The Rename variables dialog displays variables in a grid and offers several actions.

   Show picture

   

2. The Rename variables dialog is designed to make it easy to give a final polish to variable names and fix invalid ones, and also to bulk modify variable properties, to set the Command level or Alarm property for example.

   The following operations are available:
   

   • To modify a single variable, double click it, or select it and click Properties. You can edit its name in the General tab. Click OK to validate.

   You can edit the variable properties in the Details tab. These properties can be its type, domain, nature etc.

   • To add a leaf to one or more variables (to add a .Cmd or .AlarmTmpHigh for example), select them, then click Suffix and enter the suffix to be added. Click OK to validate.
   • To replace characters in the name of one or more variables, select them, then click Replace to open the Replace dialog. Enter the strings to search and replace, then click OK.
   • To replace branch segments, select the variables, then select the branch segments to be replaced by clicking on the column header and click Replace to open the Replace dialog. Enter the strings to search and replace, then click OK.
   • To delete a branch segment, select the variables, then the branch segments to be removed by clicking on the column header and click Delete. The selected branch segments are then removed from the selected variables.
   • To merge branches, select the variables, then the branch segments to be merged by clicking on the column header and click Merge. The selected branch segments are then deleted for the selected variables. You can only merge consecutive branch segments.

   You can use Shift+click to select a group of adjacent variables and branches or Ctrl+click to select several individual variables.

   Once you are done editing the variables click OK to close the dialog.

3. Click Finish and Yes in the Generation dialog to start the generation of variables in PcVue. A dialog is displayed indicating the progress. Any variables in the smart generator that already exist in PcVue are discarded. The corresponding variables in PcVue are not overwritten or updated in any way.

   Any variables appearing in red are invalid and will not be generated when clicking Finish.

Synchronizing an existing import

When you synchronize an import, the smart generator compares the configuration elements available in the import file with those that have been imported previously to PcVue.

1. Select the import to synchronize in the right pane of the Smart Generators dialog. A list with actions appears under the Import references pane. Show picture

   

2. Click Synchronize. This will open the smart generator dialog in which you can reconfigure the import. If variables have been added to the import file since the last import, the smart generator will display the Import new variables dialog, inviting you to make either a full or a custom import of the remaining variables.

   • If you select full import, all variables not already in PcVue are imported.

   • If you select custom import, you can filter the variables using the Select variables dialog.