ProViewDS

Getting Started Guide

ProViewDS Support Team

Revision 1 ©2016 Copyright DYNICS, Inc.

Copyright Notice

©2016 DYNICS, Inc. All Rights Reserved.

No part of this publication may be reproduced in any form or by any means – electronic, mechanical,
photocopying, recording or otherwise – without prior permission in writing from DYNICS, Inc.

ProViewDS and ProView Mobile are brands of DYNICS.

Microsoft® is a registered trademark of Microsoft Corporation, in the United States and/or other
countries.

All other brands or names are property of their respective holders.

Disclaimer of Warranties and Liability

The information contained in this document is for information purposes only. You assume full
responsibility for the appropriate use of information contained herein, and use of associated software.

While DYNICS takes pride in providing accurate and up-to-date information about software product
installation and use, this document may contain omissions or inaccuracies. Without limiting the
foregoing, DYNICS, Inc. disclaims any and all warranties, expressed or implied, including the warranty or
merchantability and fitness for a particular purpose. DYNICS, Inc., including its officers, directors,
employees or agents, does not warrant or guarantee the accuracy or completeness of its information or
services, and specifically disclaims liability for any damages, including special or consequential damages,
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of the possibility of such damages. The user of the software described and the information contained
herein is subject to the DYNICS, Inc. standard license agreement, which must be executed by the buyer
or user before the use of the software or such information.

5/4/2016 ProViewDS – Getting Started Guide 2

Contents
Welcome ....................................................................................................................................................... 5

Start Window ................................................................................................................................................ 5

Projects ..................................................................................................................................................... 5

Project Files ............................................................................................................................................... 7

Find Project ............................................................................................................................................... 8

Server ........................................................................................................................................................ 9

License..................................................................................................................................................... 10

New Project............................................................................................................................................. 11

Engineering Environment ........................................................................................................................... 12

Auto-save ................................................................................................................................................ 12

Environment Settings and Theme........................................................................................................... 13

Using DataGrid tables ............................................................................................................................. 13

Edit Section ................................................................................................................................................. 15

Tags ......................................................................................................................................................... 16

Security ................................................................................................................................................... 16

Devices .................................................................................................................................................... 16

Alarms ..................................................................................................................................................... 17

Datasets .................................................................................................................................................. 17

Scripts...................................................................................................................................................... 17

Displays ................................................................................................................................................... 18

Reports .................................................................................................................................................... 20

Draw Section ............................................................................................................................................... 20

Drawing Tools ......................................................................................................................................... 21

Positioning Tools ..................................................................................................................................... 23

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Run Section ................................................................................................................................................. 24

Build a project ......................................................................................................................................... 25

Test a project .......................................................................................................................................... 26

Run a project ........................................................................................................................................... 27

Publish a project ..................................................................................................................................... 28

UseCount................................................................................................................................................. 29

Dictionaries ............................................................................................................................................. 29

Extensions ............................................................................................................................................... 29

Info Section ................................................................................................................................................. 30

Project info .............................................................................................................................................. 31

Track ........................................................................................................................................................ 32

Notes ....................................................................................................................................................... 32

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 Welcome
This document outlines navigation and standard features of the ProViewDS application development
platform. With ProViewDS installed on your machine, get started by opening the ProViewDS Start
Window, where you will find the Projects screen.

Start Window
Projects

1 2

The Start Window allows you to view, create, and open ProViewDS projects on your computer, or a
remote server computer. Multiple projects can be opened at a time and multiple engineers can
simultaneously access a single project for a Collaborative Engineering Environment.

1. All projects available from your Search Paths are listed center screen. Search Paths can be added
and removed via the Find Project screen. Double-click a project to edit it, or right-click a project
to see run/edit options.

2. Projects can be listed in the 3D View, Card View, or Table View (see below).

3. ProViewDS version number and current Project Server.

Tip: Click Refresh to ensure all projects are being displayed from all Search Paths.

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3D View:

View projects in 3D “carousel” mode, and select the icon to see details.

Card View:

Card View includes more information, such as ProductFamily and ProductModel of the project.

Table View:

Select Table View for a sortable grid view, including detailed product information.

Tip: Right-click column titles to show/hide columns. Left-click to sort by column.

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Project Files

ProViewDS Project files (.tproj):

Each ProViewDS project is saved as a single .tproj file, which includes all Tag definitions, Displays, image
resources, report templates, project settings and other configuration.

Tip: Open projects through the ProViewDS start window, or by double-clicking the .tproj file.

ProViewDS Database files (.tdb4):

Local SQL databases and historians are stored as individual .tdb4 files. Each ProViewDS project will by
default generate Alarm, Historian, Retentive, and RuntimeUsers databases.

Caution: Local databases can be opened in the DatabaseBuilder tool by double-clicking the .tdb4
file, but avoid modifying Alarm, Historian, Retentive, and RuntimeUsers databases manually.

Other files:

Other project-related file types include TCONFIG (.tconfig), TRETENTIVETEST (.tretentivetest), TSETTINGS
(.tsettings), and BACKUPCOPY (.backupCopy). These files and others are used for retaining project and
software product configurations and runtime information.

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Find Project

Use the Find Project screen to browse for project files, manage Search Paths, and control remote access
to projects.

1. Click “Find…” to browse for a .tproj project file.

2. Projects contained in any Search Path listed will appear on the Start Window Projects screen.

3. For each Search Path you may also define a Virtual Path name for remote access filtering, and
enable or disable whether remote users should have access to the configuration, or run your
projects remotely on their computer.

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Server

Select the computer or server to populate the project list on the Start Window Projects screen.

Localhost: The system locates projects on the local machine

Remote: The system connects to the server to find projects

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License

Use the License screen to apply a ProViewDS license on a machine, and view information about the
registered license.

License Media: Softkey or USB Hardkey

License Type: Runtime-only, Engineering-only, or Engineering and Runtime access to projects

Product Version: Version number of the ProViewDS software installed

Product Family: The product family defined in your license affects the features and functionality
available when creating projects. The product families available are:

- Enterprise (ProViewDS) – complete functionality

- Machine Series (HMI) – use for smaller applications and embedded systems
- Express – use for trials and demo applications (Enterprise functionality with some limitations)

Product Model: Defines the maximum number of real-time communication points available per project

Serial Number: Unique identifier for ProViewDS on a machine

Engineering info: Maximum number of engineering users allowed, communication points available, and
any protocol drivers included

Runtime clients info: Maximum number of runtime clients allowed to connect to a running appication

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Get site code: Used to create a site code file (required when licensing)

Load license key: Used to load-in a license key file provided to you by DYNICS (required when licensing)

New Project

Name: Project name to appear on ProViewDS screens, and .tproj file name

Description: Optional description text

Location: Folder where the project files are to be saved (one folder per project is recommended)

Product Family: Defines the type of project, and engineering features and functionality available

Product Model: Defines the maximum number of real-time communication points available

Note: As a rule, the maximum number of real-time Tags that can be created in a project is equal
to 11 times the maximum number of communications points on your license. For example:
(150 points x 10) + 150 points = 1650 Tags allowed

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 Engineering Environment
The ProViewDS Project Manager (TManagerExe) is the project Engineering Environment, containing all
application development modules.

1 3

The engineering environment is broken into a simple 3-layer navigation:

1. Section

2. Page/Module

3. Tab

Auto-save

The Auto-save functionality in ProViewDS is turned ON by default, saving all changes made to a project
either at the time of change, or when leaving the current page. Open the Environment Settings menu via
the button to change the Auto-save frequency.

Undo: Changes can be unmade using the Undo button or Ctrl + Z

Save: Whether Auto-save is set on or off, it is a best practice when editing Displays, CodeBehind,
Scripts, or Reports to save using the Save button to ensure work is not lost

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Environment Settings and Theme

To access the Environment Settings menu, select the button. Here you can change the overall
theme of the environment, and other general settings.

Using DataGrid tables

Many ProViewDS Engineering Environment screens include a DataGrid table layout, listing the different
Tags and other objects that exist in a project. DataGrids function much like tables and spreadsheets you
would find in other applications, and include a few features that can simplify project development.

Sort: Click on a column title to sort in ascending, descending, or no order. When no sorting is applied,
the row’s internal ID is used.

Filter: Click on the filter icon to show rows based on the selected values

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Group: Drag and drop column titles to the “Drag a column header here to group” area to sort rows in
hierarchical groupings

Hide/Show: Right-click the title bar to show or hide columns

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Edit Section
This section contains the real-time Tags database, development modules, and Displays configuration
page (for creating user interfaces).

Define real-time Tags, Tag Templates, and configure Historian Tables

Define user permissions and project access levels

Configure Communication Protocols and Device Data Acquisition

Configure Alarm triggers and Alarm Groups to generate alerts under

defined conditions

Define database connections and data files, with specified tables and
custom queries

Create .NET scripts, classes, and expressions with custom triggers

(Tags or scheduled timers)

Manage user interface settings, displays and layouts, and manage

image resources

Build custom report templates and configure report file save triggers
and other options

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Tags

Tags are, in a sense, variables used for storing data values (such as integers, strings, or datetime). In
mathematics and computer programming, variables each have a unique name or identifier and are used
to temporarily store a value. Tags function in a similar way, however each Tag includes its own set of
properties (stored in a real-time Tag database) and Tags can change dynamically depending on the state
of the objects they might be tied to.

Tags can be imported and tied to devices via communication points, mapped to dataset tables and data
queries, and bound to graphical objects and user controls on Displays. Tags can also function as
“triggers” for scripts and reports, or simply hold static user-entered values.

Security

Security settings are used to determine which Users have access to various components of a project.
These include the ability to change Tag values, open Displays, generate Reports, and more. Three user
IDs are included in a project by default:

Administrator: Can delete or block users and define passwords for Database connections

User: Default user ID with permissions matching Guests

Guest: Used for anonymous logins and do not have passwords assigned

Tip: Policies can be set up to control user sessions – automatically logging users out based on
inactivity, runtime duration, or both.

Devices

ProViewDS includes embedded industry standard protocol drivers to directly access PLCs, Remote IO,
Fieldbus standards, single and multi-loops, scanners, barcode readers, RFID devices, and digital displays.
Data configurations can be imported from OPC servers, CSV, or text files and for compatible devices,
multi-threading on TCP/IP or multi-serial is used.

You can import your own driver for devices not supported by default, and OPC is also supported
(depending on your product license) but in many cases is not required.

Channels: Specify the protocols to be used and their connectivity options

Nodes: Specify the address of connected devices

Points: Define devices communication points’ data acquisition values and map them to real-time Tags

AccessTypes: Control device read-only, write-only, and read-write settings

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Alarms

Multiple alarm levels can be set up for a large range of events, used for logging, acknowledgement,
displaying alerts, and more. Several alarm levels can be assigned to a single Tag, and by defining Alarm
Groups you can assign common parameters to many Alarms (such as whether or not acknowledgement
is required, whether a sound should be played, etc). You also have full control over colors used for
different alarm conditions, to align with your processes and standards.

Datasets

For most common database systems and data sources (SQL Server, Oracle, CSV files, Microsoft Access,
Firebird, Informix, Excel, etc), ProViewDS supplies pre-defined configurations. Any database system that
supports ODBC, ADO.NET, or OLE-DB can be interfaced.

Note: Local SQL databases can be created with the built-in database engine and managed using
the DatabaseBuilder tool.

To create a local SQL database:

1. From the Available Providers dropdown, select TDB 4 direct connection and select the
Create new… button
2. Ensure Local Database is selected and click Ok – this will create the database as a .tdb4 file in
the same directory as your project
3. To open your database for editing, ensure it is highlighted on the DBs tab, and click on the
DB Admin… button

Data source Tables and Queries can be dynamically mapped to real-time Tags for use in Scripts, Reports,
and on Displays (for example tied to DataGrid display components).

Scripts

ProViewDS is built on the Microsoft .NET Framework, supporting C# and VB.NET programming
languages. In the ProViewDS Engineering Environment you can compile, cross-reference, and directly
access (using IntelliSense) .NET classes and objects included in your project. This includes Displays,
Alarms, Reports, communication nodes, DataSets tables, and more.

Tip: Go to Info > Project > Settings to set Default Code “CSharp” or “VB.Net”.

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By default, there are four built-in Script Tasks – ClientStartup, ClientShutdown, ServerStartup,
ServerShutdown – which are set to be triggered when the runtime application server and individual
clients start up and shut down. Additional Tasks and Classes can be created and set to trigger on regular
time intervals, when a particular Tag changes its value, etc. Each item can be run on the Client Domain
or on the Server. Double-click script items to open in the CodeEditor tab.

Tip: To call on an object in a Script or Display CodeBehind, type “@” and you should see the
IntelliSense popup with your options (such as “@Tag” or “@Client”).

Displays

The Displays page includes the following tabs:

1. Displays: Lists all existing Displays in a project and allows you edit name, description, and other
settings (double-click a row to open the Display in the Draw screen)

Select the Clients button to access Client Window Settings. These settings define the appearance and
behavior of all runtime client windows.

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 2. Layouts: Allows you to create and manage Layouts that combining multiple Displays to be
shown on runtime client screens (such as a header, body, and footer)

DockPanel layouts stack and fix displays next to each other, and are more commonly used. You can
change the docking and alignment settings for each Display within a Layout.

Tip: The last Display listed in a DockPanel layout is the Display that will change when another,
different Display is opened. Keep this in mind when creating layouts.

Canvas layouts allow you to define the exact placement of each Display, but are less straightforward.

3. Resources: Lists all image Resources you have included in your project, and allows you to
import other image files.

Several bitmap image file types are supported: JPG, GIF, BMP, PNG, TIFF, ICO, WDP, and WMF).

Transparency is also supported, as long as the image file, itself supports transparency.

Tip: When you add a resource to a Display, be sure you are sizing it appropriately to prevent
blurring and skewing of the image.

All graphics and user controls created with the built-in Draw tools are vector-based (and can
therefore be resized and manipulated freely), but imported bitmap/raster image files should be
treated as such.

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 Reports

ProViewDS includes a built-in Reporting module and report templates editor. Reports can include
runtime or historical data as text, graphical symbols and graphs, dataset tables and query charts, and
more. Reports can be generated in PDF, HTML, XPS, Unicode or ASCII format – scheduled to be saved on
a regular time interval, or by a trigger you define in your project.

Draw Section
The Draw section includes the Display designer, built on WPF (Windows Presentation Foundation) and
XAML. This area provides tools to build dynamic UI elements, configure user controls, and add
CodeBehind .NET scripting.

2 3

4. Appearance: Parameters dictate the brush style used when drawing objects on the Display,
including background, borders, and opacity

5. DisplaySettings: Include various attributes for the overall Display, including page mode (Page,
Popup, Dialog, or PopupWindow), background, display sizes, etc.

6. Drawing Tools: Used to add graphical elements and user controls to the Display (see below)

7. Positioning Tools: Allow you to group objects, control alignment and more (see below)

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Drawing Tools

The Draw environment provides all tools for building your application screens. The Drawing Tools are
listed in the vertical toolbar to the left of the drawing canvas.

Selection Tool:

- Click an object to select it (bounding box handles will appear around selected objects)
- Click an open area of the canvas to deselect all objects
- Click + drag from an open area of the canvas to highlight and select one or more objects
- Shift + click to select multiple objects and to target one of multiple selected objects (targeted
object’s handles will appear blue)
- Ctrl + click a selected object to deselect it
- Ctrl + click + drag to create copy of selected object or objects
- Double-click an object to open its configuration window

Direct Selection Tool:

- Click on an object inside a group of objects to select it, alone

- Double-click an object inside a group of objects to open its configuration window
- You can add, remove, and modify points in a Polyline with this tool
o Click + drag to move a point
o Double-click a point to add an adjacent point
o Right-click a point to delete

Hand Tool: Click + drag to move your view of the draw canvas

Rectangle: Create rectangle objects

Ellipse: Create ellipse objects

Polygon: Create polygon objects (Left-click to set points and Right-click to complete the shape)

Polyline: Create polyline objects (Left-click to set points and Right-click to complete the shape)

Button: Create button controls (Double-click to edit Action settings)

Hover for more…

PushButton LabelBox: Create push button controls (Double-click to edit Action settings)

Text Output: Create text objects (Double-click to edit TextOutput settings)

Text Box: Create textbox controls (Double-click to edit TextIO settings)

CheckBox: Create checkbox controls (Click to edit text label and bind to Tags)

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 Hover for more…

RadioButton: Create radio button controls (Click to edit text label and bind to Tags)

ComboBox: Create dropdown controls (Click to choose data source and bind to Tags)

ListBox: Create list box controls (Click to edit data source and bind to Tags)

PasswordBox: Create password box controls (Click to bind to a Tag)

MenuItem: Create menu controls (Click to configure and bind to a Tag)

Date picker: Create date picker controls (Click to bind to a Tag)

DateTime textbox: Create DateTime textbox controls (Click to configure and bind to a Tag)

Slider: Create slider controls (Click to configure and bind to Tags)

Insert Symbol: Opens a symbol selection menu (choose a symbol and Click to paste on the canvas)

Symbol Factory: Opens the Symbol Factory

Insert Image Resource: Opens a resource selection menu (choose an image or import a new file)

Web Browser: Create browser windows (Click to edit default URL)

Hover for more…

WPF Component: Insert built-in WPF components, or custom controls from a DLL

Report Viewer: Create viewer to show reports on-screen (Click to configure)

XPS Viewer: Create XPS document viewer (Click to configure)

Page Selector: Create Page Selector used to select and open Displays (Click to configure)

Assets component: Create hierarchical Assets control (Double-click to configure)

ChildDisplay: Create viewer to view Displays on other Displays (Click to configure)

Alarm window: Create alarm windows (Double-click to configure)

Hover for more…

Alarm Area: Create alarm area components (Double-click to configure)

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 Trend window: Create Trend windows (Double-click to configure)

Hover for more…

Trend window legacy: Create legacy Trend windows (Double-click to configure)

DataGrid: Create DataGrid windows (Double-click to choose data source and configure)

Positioning Tools

Located below the drawing canvas, view and positioning tools are listed across the horizontal toolbar.

Grid Settings: Show/hide grid lines, toggle snap-to-grid, and adjust grid line spacing

Zoom: Zoom in/out to scale the draw canvas view

Group/Ungroup: Group or ungroup multiple selected objects

Merge: Combine selected objects using Union, Intersect, Exclude, and Exclusive-or rules

Alignment: Align selected objects to the targeted object

Z-Order: Move objects to front, to back, or switch z-order of selected objects

Resize Height/Width: Resize height and width of selected objects to targeted object

Space Evenly: Evenly distribute selected objects horizontally or vertically

Flip: Reflect objects horizontally or vertically

Lock/Unlock: Lock selected objects to make them un-editable

Show/Hide: Show all objects or hide selected objects

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Run Section
Includes tools to test and run your project, import and export extensions, project publishing, and
runtime diagnostic tools.

Compile all Displays and Scripts for verification before production

deployment of a project

Run projects in test mode, which utilizes temporary historian and

logging, and includes runtime diagnostic tools

Run projects in production mode

Create read-only protected copies of projects, suited for production

deployment

See number of times project objects (Tags, Alarms, Displays, etc) are
referenced throughout the project, and object cross-references

Set up localization and enumerator sets

Import and export ProViewDS project components, OPC Server

configurations, data files and tables, and .NET classes

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Build a project

The Build command recompiles all Displays and Scripts for final verification before deploying a project
for final production. The Pack command (which is completed as a part of a Build when checked)
decreases the file size of a project, increasing performance.

The Build page includes the following tabs:

1. Messages: Shows the current status of each Script and Display regarding potential errors or
warnings (double-click a row to navigate to the source of the error)

2. History: Lists all past project builds, and allows you to open or delete pasts builds

3. References: Lists DLL file references, and allows you to add or verify references

Tip: A final Build should be run each time a project is deployed for production (to increase
performance and verify errors and warnings are resolved). It is also good practice to run a Build
whenever a project is moved to another computer to re-verify Display elements.

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Test a project

On the Test page, you can run projects in Test mode which starts a protected instance of your project,
separate from its normal runtime. A project Test can be run even while Startup runtime is in progress.

In Test mode the Historian and Alarm logging functions use temporary files to prevent the modification
of real production data. Also, modules can be individually enable or disable, and set to read-only.

You can enable diagnostic tools to assist in your testing and development. These include the Module
Information window, Property Watch, and Trace Window.

Tip: When you Enable online configuration, changes to your project will be pushed to the
running test in real-time. This is very useful during development of a project.

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Run a project

The Startup page allows you to configure how your project will function during production runtime. You
can enable diagnostic tools and choose to enable or disable different modules.

You can set the startup user, Port #, and other settings before starting runtime.

Hot Start will push all project changes to your in-progress runtime.

Caution: Enable online configuration is available in Startup mode, but should be used for testing
and development – not during production runtime.

Projects are generally run not from the Engineering Environment, but automatically using a command or
manually via the Start Window by right-clicking and selecting Run Project.

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Publish a project

Publishing creates a protected version of a project, suitable for production deployment.

The Publish command creates a project file with the extension .trun and version number, which is visible
in the Start Window Projects screen (as long as “Include Published project” is checked on the Find
Project screen).

This copy of your project can only be opened in the Engineering Environment in read-only mode.

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UseCount

This page includes the following tabs:

1. UseCount: Lists each object (such as Displays, Datasets, etc) and the number of times used or
referenced throughout the project

2. CrossReference: Provides a cross-reference of objects with table references, IDs, and locations
in the project

3. UnusedObjects: Lists all unused objects in the project

Tip: Check unused objects before Building or Publishing, to ensure your project is clear of
“clutter”. It is also recommended to remove for any unused image Resources and Symbols.

Dictionaries

This page includes tools for Localization, Enumerators, custom Categories, and Unit conversions.

Extensions

Here you can import and export project extensions, such as .NET classes, data tables and files, and
ProViewDS project components.

Tip: Exporting Symbols, Displays, and other objects as project components allows you to import
those objects in another project. This can be a huge time-saver for development, and allows you
build your own resource library full of reusable objects.

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Info Section
Project-level settings and information, such as licensing details, build version, client/server
configuration, and project notes.

Product and project version, and other project information

Information about project changes and releases

Project notes visible to anyone opening the project to edit

Local help and internet search

Current product license information

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Project info

The Info > Project page is home to project-wide configuration settings, including the following tabs:

1. Version: Shows high-level information like build number and version, allows you to edit title
and description, and mark the project as an example-only (rather than a production solution)

2. Settings: Lists more project information, and allows you to change Family type, maximum
communication points, and other settings

3. Redundancy: Command line and server redundancy settings for the project runtime server and
client computers

The Redundancy tab is where runtime command settings are defined and managed. Before deployment,
the server IP addresses and Port numbers should be entered, and server and client command lines used
to create startup links.

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Track

This page allows you to track changes made to a project and view all releases published. These tools
assist in project management, project version control, and ownership of project development when you
have multiple engineering users working in unison.

On the Tables tab, double-clicking on a row will navigate to the page where the change was made.

On each tab, engineering users can add comments for others to see.

Notes

The Notes page allows engineering users to leave notes for themselves or other developers while
collaborating on a project. These notes act like “Post-Its” and appear on-screen when a user opens the
Engineering Environment.

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