Trihedral Engineering Limited 1160 Bedford Highway, Suite 400

Transcription

1 Trihedral Engineering Limited 1160 Bedford Highway, Suite 400 Bedford, NS B4A 1C1 CANADA Phone (902) FAX: (902) Raco VTS SCADA Requirements - Preliminary Project: J357 Version: 1.1 Date: 25 Jan 00 Author: Jim Campbell

2 TABLE OF CONTENTS 1. General System Requirements Installation Documentation/Help File Standard Pages System Overview Polling Event Reports Data Reports Central Station Configuration Programming General Dialog Descriptions Verbatim RTU List Dialog Verbatim RTU Group List Dialog Verbatim RTU Status Dialog Verbatim RTU Programming Dialog Verbatim RTU Configuration Dialog Contact Channel Configuration Dialog Output Channel Configuration Dialog Analog Input Configuration Dialog Verbatim RTU Initialization Dialog Modem Configuration Dialog Modem Diagnostics Dialog Call Progress Dialog Alarm Acknowledgment Dialog RTU Programming Out of Synch Dialog Control Dialog Event Recording Channel Data Recording and Reporting Appendix A Security Manager Appendix B Default Verbatim RTU Settings Appendix C Demo Mode Verbatim RTU Configuration RTU_ RTU_ Appendix D VTS TrendManager V 1.1 Page 2 of 51 2

3 Revision History Revision Jan Event reports will use 4-digit years i.e Sep instead of Sep Changed order of Input Signal Type parameter in section Analog Channels 3. Moved parameters in section 4.4--Verbatim RTU Programming Dialog from tab Modem to tab Phone. 4. Modified requirements in sections 4.1--Verbatim RTU List Dialog and Verbatim RTU Initialization Dialog to allow programmed RTUs to be reinitialized. This would be done in the case of an existing RTU being reset or replaced. Revision Oct 99 First issue. V 1.1 Page 3 of 51 3

4 1. General This application, known as the Raco VTS SCADA Application, is intended to replace the functionality of an existing DOS application. The following are considered overall requirements: 1. Provide all basic Polling, Programming, and Control functionality available in the Raco SCADA DOS application 2. Application should provide basic functionality with minimal configuration. For example use of the VTS toolbar to build pages or configure tags should not be required if the user only requires basic polling, programming, and control functionality. The application should be able to be started and stopped without use or knowledge of the VTS Application Manager 3. Advanced users (i.e. those with VTS configuration training) should be provided with custom drawing objects for Verbatim RTU channel status, RTU status, etc. if they wish to create their own graphic pages. 4. Any customization of VTS sub-systems (e.g. AlarmManager) must support future networked installation System Requirements The application will require a PC with the following minimum requirements: 1. Pentium 133 MHz processor MB RAM 3. 1 GB Hard drive 4. Windows 95/98 or NT installed; upgraded with current service pack(s). In particular, Windows 95 must have the Dial-up Networking 1.3 patch installed. In addition the system will require: 1. Video monitor and interface card configured for 1024 X 768 pixels and 256 colors. 2. A modem that has been tested and approved by Raco for use with the Verbatim RTU. The modem must be installed and usable under Windows; i.e. it must appear as a device under the Modems control panel and be configured with a modem initialization string as provided by Raco. 3. Additional hardware may be required for networked installations Installation The installation will consist of running an installation program. This program runs in two phases. The first installs the VTS application layer. The second installer phase prompts the user to select whether they would like to install the RACO VTS Application and/or the RACO VTS Demo Application as well as other application specific files. The program will also automatically install desktop icons and program groups to start the application. The program group will consist of two icons. One labeled RACO VTS SCADA will start up the normal run-time version of the program. The other labeled RACO VTS SCADA DEMO will run a demo version that simulates the behavior of the RTU. V 1.1 Page 4 of 51 4

5 1.3. Documentation/Help File A help file will be provided. This help file will include the following topics: Installation Several help topics will be provided to describe the following: 1. Minimum System Requirements 2. Configuring Modems for Windows 3. Installing VTS layer 4. Installing Raco VTS SCADA and Raco VTS SCADA Demo applications Configuration A help topic will detail the central system configuration items that should be configured the first time the application is installed Dialogs A help topic will be supplied for each tab on the following dialogs: 1. Verbatim RTU List Dialog 2. Verbatim RTU Group List Dialog 3. Verbatim RTU Status Dialog 4. Verbatim RTU Programming Dialog 5. Verbatim RTU Configuration Dialog 6. Verbatim RTU Initialization Dialog 7. Data Report Pen Select Dialog 8. Modem Configuration Dialog 9. Modem Diagnostics Dialog 10. Call Progress Dialog 11. Alarm Acknowledgment Dialog 12. RTU Programming Out of Synch Dialog 13. Control Dialog 14. Verbatim RTU Programming Dialog Pages A help topic will be provided for each of the following graphic pages: 1. System Overview 2. Polling 3. Event Reports 4. Data Reports 5. Central Station Configuration 6. Programming V 1.1 Page 5 of 51 5

6 2. Standard Pages The Raco VTS SCADA application will contain the following pages by default: 1. System Overview 2. Polling 3. Event Reports 4. Data Reports 5. Central Station Configuration 6. Programming 2.1. System Overview This page is intended to be the start page and will contain: 1. A scrollable list of Verbatim RTUs. See Verbatim RTU status list for details. 2. A user defined application name displayed at the top. 3. A Raco defined bitmap in the background (undefined size). 4. Space provided for customers to insert their own bitmap. 5. A Help button to bring up the appropriate help file topic describing use of this page Polling This page is intended to provide the ability to initiate and monitor the polling of RTU units and groups. This page will include the following: 1. A scrollable list of Verbatim RTUs. See Verbatim RTU Status control for details. Placed beside this display is a button that will initiate unscheduled polls of selected RTUs. A second button will also initiate an unscheduled poll of all RTUs 2. A scrollable list of Verbatim RTU Poll Groups. See Verbatim RTU Group Status control for details. Placed beside this display is a button that will initiate unscheduled polls of selected RTU Poll Groups. 3. A scrollable list of Call Events. This list shows a sorted timestamp list (most recent event). Each line on the list shows the call type, timestamp, RTU Name and a appropriate message. 4. Help button to bring up the appropriate help file topic describing use of this page Event Reports The event reports screen will display a scrollable list of Events. This will list shows a sorted timestamp list (most recent event first). Each line on the list contains the following fields. See Event Recording section for more detail on information contained in each field. 1. Event Status the event status will be represented as shown below in the Event Status sub-section 2. Event Timestamp in the format hh:mm MMM-DD-YY eg. 13:15 Sep V 1.1 Page 6 of 51 6

7 3. Event Category the category previously assigned by the user 4. Event Message includes a descriptive message and, in the case of Verbatim RTU alarms, the channel name and ON/OFF suffix 5. Value if applicable, the value of the channel when the alarm occurred/cleared Buttons and drop list controls will be provided so that user may select the following event filters : 1. Event List User may select History (all events), Active (all events which are currently in alarm whether acknowledged or not), Unacknowledged (all alarms which are unacknowledged at the RTU), Current (Active + Unacknowledged events), Disabled (any RTU or channel alarm which has been disabled via RTU programming) 2. Event Type Event types selections are All, RTU and Central Station 3. Event Category Event categories selections are All or one of lf any categories presently in use 4. RTU Name Selections are All or one of any RTUs presently configured. Help button to bring up the appropriate help file topic describing use of this page. A Print button will also be available. This button will present the operator with a date range selection dialog to select the start date and date of events he or she wishes to print Data Reports This page allows accees to the standard VTS Trend Manager that is described in Appendix D Central Station Configuration This page is used to configure settings that apply to the RACO VTS SCADA station. These settings are: 1. Modem Configuration (see Modem Configuration Dialog) 2. Modem Diagnostics (see Modem Diagnostics Dialog) 3. Application Name 4. Application Bitmap 5. Alarm Acknowledgment Mode 6. Central Station Phone Number 7. Alarm Printer Enabled/Disabled In addition this screen will display the version number of the application. There will also be a Help button to bring up the appropriate help file topic describing use of this page Programming This screen will consist of the following: V 1.1 Page 7 of 51 7

8 1. A drop-down control that displays all Verbatim RTUs. 2. A Program button which: a. Prompt the user to select one of Call RTU for Programming, Use programming from last sessions, or Use default programming b. Displays call dialog if a Call RTU for programming selected c. Then displays a tabbed dialog 3. The Verbatim RTU Programming dialog has the following tabs: a. Contact Inputs list of all contact channels and ability to right-click and edit the appropriate channel b. Outputs list of all output channels and ability to right-click and edit the appropriate channel c. Analog Inputs list of all analog input channels and ability to right-click and edit the appropriate channel d. RTU Configuration tabbed dialog consisting of the following: i. General ii. Phone iii. Modem iv. Alarms v. Unmodifiable At the bottom of the dialog will be the following buttons: 1. Send Programming to RTU this button will: a. Prompt user with a confirm dialog b. Call RTU and send programming c. Display call progress dialog while sending programming. 2. Cancel if selected will cancel programming session Help button to bring up the appropriate help file topic describing use of this page. 3. General 3.1. Event Printing The system will print to the default printer all Alarm events Prompt for Operator Acknowledged Alarms When the Alarm Acknowledgment mode is selected to be Operator Acknowledged and an alarm is received the operator will be prompted with a modal dialog that says, Alarm received from [RTU Name]. Press RTU Status to review status and acknowledge alarm or Cancel to close this dialog. The dialog would include two buttons. The RTU Status button would bring up the Verbatim RTU Status Dialog that allows the operator to review the most recent RTU status and acknowledge any alarms. The Cancel button would close the dialog without acknowledgement Security/Logon Security/Logon will be done using the standard VTS security system. This system will be configured to provide the following features: V 1.1 Page 8 of 51 8

9 1. Require log-on to perform RTU programming 2. Auto-logoff after 10 minutes of inactivity Documentation for our standard VTS security system is included as Appendix A Simulation The installation will include provision of a demo/simulation mode of the application. This demo mode will have: 1. Two pre-configured Verbatim RTUs (see Appendix B for their default configuration) 2. Access to a Verbatim simulation dialog which allow setting of individual channel status 4. Dialog Descriptions The following dialogs will be programmed and available for use by the application. In general the dialogs will be initiated by selecting appropriate buttons on the application pages or by buttons on other dialogs Verbatim RTU List Dialog This dialog will consist of a scrollable list of all configured Verbatim units. The list will have four columns: 1. Column 1 RTU Name 2. Column 2 RTU Status, One of Un-initialized, Normal, Poll Error, or Unacknowledged Alarm(s) 3. Column 3 Last Poll Time Timestamp of last poll 4. Column 4 Time remaining to next poll The user may select one line and by selecting the right-mouse button a menu will popup with the following choices: 1. Last Status Displays Verbatim RTU Status Dialog for selected RTU. Disabled if RTU is un-initialized. 2. Poll Now --Immediately initiates poll of RTU status for selected RTU. Disabled if RTU is un-initialized. 3. Control --Displays Control Dialog. Disabled if RTU is initialized. 4. Program --Displays RTU Configuration Dialog. Disabled if RTU is un-initialized. 5. [Re-]Initialize --Displays Verbatim RTU Initialize Dialog. If RTU is un-initialized the text is Initialize, otherwise it is Re-Intialize. A button labeled Poll Selected Unit(s) is also required to poll any selected RTUs as well as button labeled Poll All Units will be provided to initiate a poll of all RTUs Verbatim RTU Group List Dialog This dialog will consist of a scrollable list of all configured Poll Groups. The list will have a single column with the Poll Group name. A button labeled Poll Selected Group(s) is also required to poll all RTUs in any selected Poll Group. V 1.1 Page 9 of 51 9

10 4.3. Verbatim RTU Status Dialog This is a tabbed dialog with the following tabs: 1. Contact Channels 2. Analog Channels 3. Output Channels 4. RTU Status 5. Call History The contents of each tab is as follows: Contact Channels This tab will display scrollable list of all contact channel status. For each channel the following information will be displayed: 1. Channel No. 2. Name 3. Alarm Criteria 4. Channel Status Analog Channels This tab will display scrollable list of all analog channel status. For each channel the following information will be displayed: 1. Channel No. 2. Name 3. Disabled Status 4. Low Alarm Setpoint Enable Status 5. Low Alarm Setpoint 6. Low Alarm Status 7. High Alarm Setpoint Enable Status 8. High Alarm Setpoint 9. High Alarm Status 10. Channel Value Output Channels This tab will display scrollable list of all contact channel status. For each channel the following information will be displayed: 1. Channel No. 2. Name 3. Output State 4. Pulse 5. Initial Count 6. Current Count RTU Status This tab will display the following RTU registers: 1. Unique ID 2. Call Attempts 3. Serial Number V 1.1 Page 10 of 51 10

11 4. Firmware Version 5. Power Status 6. Alarm Armed/Disarmed Status 7. Number Analog Channels 8. Number Contact Channels 9. Number Output Channels 10. Call in Count 11. Dial Out Count 12. Alarm Acknowledge Count 13. Power Off Alarm Count Call History Displays a scrollable list of all calls (in to and out of) the selected RTU. The list will be sorted by timestamp (most recent event first) and include the following fields. 1. Call Type 2. TimeStamp 3. Message All Tabs This dialog will also include (displayed on all tabs) the following: 1. Poll Now button to initiate a unscheduled poll immediately 2. Acknowledge Now Initiate an acknowledge call to the RTU 3. Last Poll timestamp of last successful poll 4.4. Verbatim RTU Programming Dialog This is a tabbed dialog with the following tabs: 1. Contact Channels 2. Analog Channels 3. Output Channels 4. Alarms 5. RTU 6. Alarm Phone List Additionally there will be the following buttons displayed for all tabs: 1. Read Programming from RTU initiates a call to selected RTU and overwrites displayed configuration with programming from RTU. 2. Send Programming to RTU --initiates a call to selected RTU and overwrites RTU program with displayed configuration. 3. Select RTU to Program drop down list of all available RTUs. By default, the programming dialog displays the settings from the last programming session. The contents of each tab is as follows: V 1.1 Page 11 of 51 11

12 Contact Channels This tab will display scrollable list of all contact channel programming. For each channel the following information will be displayed: 1. Channel No. 2. Name 3. Alarm Criteria 4. Runtime Initial Value 5. Totalizer Initial Value 6. Totalizer Scale 7. Totalizer Alarm Setpoint 8. Alarm Trip Delay The user may configure an individual channel by selecting the line and right-clicking to bring up the appropriate channel configuration Analog Channels This tab will display scrollable list of all analog channel programming values. For each channel the following information will be displayed: 1. Channel No. 2. Name 3. Input Signal Type 4. Low End Input Signal Level 5. High End Input Signal Level 6. Min. Reading Value 7. Max Reading Value 8. Low Alarm Setpoint Enable Status 9. Low Alarm Setpoint 10. High Alarm Setpoint Enable Status 11. High Alarm Setpoint The user may configure an individual channel by selecting the line and right-clicking to bring up the appropriate channel configuration dialog Output Channels This tab will display scrollable list of all output channel programming values. For each channel the following information will be displayed: 1. Channel No. 2. Channel Name 3. Setting On, Off, Momentary On, or Momentary Off 4. Last Remaining Count countdown counter value when last read from RTU 5. Estimated Count countdown counter value when last read from RTU The user may configure an individual channel by selecting the line and right-clicking to bring up the appropriate channel configuration dialog. V 1.1 Page 12 of 51 12

13 RTU This tab will display a tabbed dialog that allows configuration of RTU parameters. The sub-tabs are: 1. General 2. Phone 3. Modem 4. Alarms 5. Unmodifable The controls for each tab will be as follows: General 1. SystemID 2. RTU Name 3. Category 4. StationID 5. Poll Interval 6. Poll Start Time 7. Polling Group 8. Hold true if values are to be held internally if a poll call fails Phone 1. RTU Telephone Number up to 24 chars supported must be, 0-9, (, ), and - characters 2. Rings Before RTU Answers Dialing Mode Tone/Pulse 4. Dialing Delay Time 1-10 seconds 5. Number of Message Repeats Time Between Alarm Calls minutes 7. Alarm Phone List Brings up Alarm Phone List Dialog 8. Autocall ON/OFF 9. Time Between Autocalls hours 10. Autocall Mode Voice Call, Data Call or Voice & Data Call 11. Alarms armed/disarmed Armed/Disarmed 12. Return to Normal Call OFF/ON 13. Alarm Acknowledged Call OFF/ON 14. Return to Normal Call Mode--Voice Call, Data Call or Voice & Data Call Modem 1. Serial Port Point 2. RTU Modem Speed 300/ Automatic Speed Select ON/OFF 4. Data or Voice Answer Voice/Data 5. Number of Retries 1-6 V 1.1 Page 13 of 51 13

14 Alarm 1. Alarm Reset--ON/OFF 2. Alarm Reset Time hours 3. Power Fail Alarm Trip Delay ON/OFF 4. Power Fail Alarm Trip Delay minutes 5. Global Trip Delay seconds Unmodifiable 1. Unique SCADA ID 2. Number of Contact Channels 3. Number of Analog Channels 4. Firmware Version 5. Firmware Serial Number Alarm Phone List This is a tabbed dialog box with the following tabs: 1. Phone Numbers 2. Contact Channels 3. Analog Channels These tabs contain the following controls: Phone Numbers This tab contains an editable display box for each of the following: 1. Central Station Number up to 24 chars supported must be, 0-9, (, ), and - characters 2. Telephone Number #2 up to 24 chars supported must be, 0-9, (, ), and - characters 3. Telephone Number #3 up to 24 chars supported must be, 0-9, (, ), and - characters 4. Telephone Number #4 up to 24 chars supported must be, 0-9, (, ), and - characters 5. Telephone Number #5 up to 24 chars supported must be, 0-9, (, ), and - characters 6. Telephone Number #6 up to 24 chars supported must be, 0-9, (, ), and - characters 7. Telephone Number #7 up to 24 chars supported must be, 0-9, (, ), and - characters 8. Telephone Number #8 up to 24 chars supported must be, 0-9, (, ), and - characters 9. Telephone Number #9 up to 24 chars supported must be, 0-9, (, ), and - characters 10. Telephone Number #10 up to 24 chars supported must be, 0-9, (, ), and - characters 11. Telephone Number #11 up to 24 chars supported must be, 0-9, (, ), and - characters V 1.1 Page 14 of 51 14

15 12. Telephone Number #12 up to 24 chars supported must be, 0-9, (, ), and - characters 13. Telephone Number #13 up to 24 chars supported must be, 0-9, (, ), and - characters 14. Telephone Number #14 up to 24 chars supported must be, 0-9, (, ), and - characters 15. Telephone Number #15 up to 24 chars supported must be, 0-9, (, ), and - characters 16. Telephone Number #16 up to 24 chars supported must be, 0-9, (, ), and - characters Contact Channels This tab consists of a matrix of check boxes. On the left hand side the row are labeled with the channel name. On the top the columns are labeled Phone Numbers 1, 2, 3, 4, etc. There are two additional columns labeled All and None. The user may configure which phone number will be used for each alarm by selecting a checkbox. Selecting All will cause all phone number to be selected for a particular channel. Selecting None will cause all phone numbers to be deselected Analog Channels This tab consists of a matrix of check boxes. On the left hand side the row are labeled with the channel name. On the top the columns are labeled Phone Numbers 1, 2, 3, 4, etc. There are two additional columns labeled All and None. The user may configure which phone number will be used for each alarm by selecting a checkbox. Selecting All will cause all phone number to be selected for a particular channel. Selecting None will cause all phone numbers to be deselected Verbatim RTU Configuration Dialog This dialog is a subset of the Verbatim Programming dialog tab. It is used as a ConfigFolder if the VTS Browser is used to configure a Verbatim unit and uses the following tabs: 1. General 2. Phone 3. Modem 4. Alarms 5. Unmodifable The controls for each tab are: General 1. SystemID 2. RTU Name 3. Category 4. StationID 5. Poll Interval 6. Poll Start Time 7. Polling Group V 1.1 Page 15 of 51 15

16 8. Hold true if values are to be held internally if a poll call fails Phone 1. RTU Telephone Number 24 chars supporting, 0-9, (, ), and - characters 2. Rings Before RTU Answers Dialing Mode Tone/Pulse 4. Dialing Delay Time 1-10 seconds 5. Number of Message Repeats Time Between Alarm Calls minutes 7. Alarm Phone List Brings up Alarm Phone List Dialog Modem 1. Serial Port Point 2. Autocall ON/OFF 3. Time Between Autocalls hours 4. Autocall Mode Voice Call, Data Call or Voice & Data Call 5. Alarms armed/disarmed Armed/Disarmed 6. Return to Normal Call OFF/ON 7. Alarm Acknowledged Call OFF/ON 8. Return to Normal Call Mode--Voice Call, Data Call or Voice & Data Call 9. RTU Modem Speed 300/ Automatic Speed Select ON/OFF 11. Data or Voice Answer Voice/Data 12. Number of Retries Alarm 1. Alarm Reset--ON/OFF 2. Alarm Reset Time hours 3. Power Fail Alarm Trip Delay ON/OFF 4. Power Fail Alarm Trip Delay minutes 5. Global Trip Delay seconds Unmodifiable 1. Unique SCADA ID 2. Number of Contact Channels 3. Number of Analog Channels 4. Firmware Version 5. Firmware Serial Number 4.6. Contact Channel Configuration Dialog The contact channel dialog contains a General and a Detail tab. These tabs contain the following: General 1. System ID Not modifiable V 1.1 Page 16 of 51 16

17 2. Channel No. Not modifiable 3. Name Channel Name 4. Category Detail 1. Alarm Criteria Normally Closed, Normally Open, No Alarm, Runtime Meter, or Pulse Totalizer 2. Runtime Initial Value ; Disabled unless Alarm Criteria==RunTime Meter 3. Totalizer Initial Value ; Disabled unless Alarm Criteria==Pulse Totalizer 4. Totalizer Pre-scalar Value ; Disabled unless Alarm Criteria==Pulse Totalizer 5. Totalizer Alarm Setpoint ; Disabled unless Alarm Criteria==Pulse Totalizer 6. Alarm Trip Delay seconds 7. Off Suffix Text string to be appended to Name to indicate Off status 8. On Suffix Text string to be appended to Name to indicate On status 4.7. Output Channel Configuration Dialog The contact output dialog contains a General and a Detail tab. These tabs contain the following: General 1. System ID Not modifiable 2. Channel No. Not modifiable 3. Name Channel Name 4. Category Detail 1. Pulse Checkbox 2. Pulse Time if Pulse Units==seconds, if Pulse Units==minutes; Disabled unless Pulse enabled 3. Pulse Units Seconds/Minutes 4. Off Suffix Text string to be appended to Name to indicate Off status 5. On Suffix Text string to be appended to Name to indicate On status 4.8. Analog Input Configuration Dialog The contact channel dialog contains General, Detail and Alarms tabs. These tabs contain the following: General 1. System ID Not modifiable 2. Channel No. Not modifiable 3. Name Channel Name 4. Category V 1.1 Page 17 of 51 17

18 Detail 1. Disable Channel YES/NO 2. Input Signal Type 4-20 ma, 0-10 V, TS705 Temperature Sensor. 3. Use default gain/offset Checkbox 4. Low End Input Signal Level floating point value; disabled if default gain/offset selected 5. High End Input Signal Level floating point value; disabled if default gain/offset selected 6. Min. Reading Value floating point value; disabled if default gain/offset selected 7. Max Reading Value floating point value; disabled if default gain/offset selected 8. Engineering Units Alarms 1. Low Alarm Enabled checkbox 2. Low Alarm Setpoint floating point value must be in range of Min. and Max. Reading value 3. High Alarm Enabled checkbox 4. High Alarm Setpoint floating point value must be in range of Min. and Max. Reading value 4.9. Verbatim RTU Initialization Dialog This dialog displays editable fields for the user to input the following: 1. RTU Phone Number And the following buttons: 1. Continue continues to next stage of initialization 2. Cancel cancels the initialization process Once Continue is selected, the RTU is called and configured with a unique SCADA ID and a call-back number and programmed to call back immediately. If the unit has been previously initialize a warning dialog is displayed warning that RTU is to be re-initialized. Once a call is made the system waits for the call-back. If received within the CallBackTimeLimit, the operator is prompted with the number of contact and analog channels found and prompted to accept the initialization. If accepted, the central station RTU configuration is set to default including the appropriate number of each type of channels. After initialization the RTU can now be programmed Modem Configuration Dialog The dialog looks like: V 1.1 Page 18 of 51 18

19 The drop list can be used to select an particular modem. The + icon will create a new modem. Right-clicking on the drop-list will bring up the modem edit dialog. The dialog is shown below: General The Name field can be used to give any label to the modem. The Modem s System Name is a drop-down list which will allow the user to select from any modem which has been configured with the Window s modem control panel. V 1.1 Page 19 of 51 19

20 Advanced The Advanced tab contains settings which only require modification in a networked installation. These fields are: 1. Workstation name 2. Line Name 3. Security Bit 4. Rings Before Answering. V 1.1 Page 20 of 51 20

21 4.11. Modem Diagnostics Dialog The following controls are displayed: 1. A scrollable list of modem events 2. A statistics summary of modem events 3. A button to write a copy of the modem event log to a file Call Progress Dialog During operator initiated outgoing calls a dialog box will be displayed with a scrollable list of events for this call Alarm Acknowledgment Dialog If operator acknowledgment mode is selected and an incoming alarm call is received the operator is prompted with a dialog that indicates which RTU is in alarm and presents him with two options. A RTU Status button will bring up the RTU Status dialog from which the operator may review the alarm and initiate an acknowledgement or a Cancel button that closes the dialog RTU Programming Out of Synch Dialog If operator acknowledgment mode is selected and an incoming alarm call is received the operator is prompted with a dialog that indicates which RTU is in alarm and presents him with two options. A RTU Status button will bring up the RTU Status dialog from which the operator may review the alarm and initiate an acknowledgement or a Cancel button that closes the dialog. V 1.1 Page 21 of 51 21

22 4.15. Control Dialog This dialog displays a scrollable list of all outputs for the selected RTU. This list has the following fields: 1. Channel No. 2. Channel Name 3. Last Setting On, Off, Momentary On, or Momentary Off 4. Last Pulse Duration seconds 5. New Setting--On, Off, Momentary On, or Momentary Off 6. New Pulse Duration seconds 7. Last Remaining Count countdown counter value when last read from RTU 8. Estimated Count countdown counter value when last read from RTU The operator may right-click on a channel name to select one of the following options from a pop-up dialog: 1. Set On sets new setting to On 2. Set Off sets new setting to Off 3. Set Momentary On sets new setting to Momentary Off 4. Set Momentary Off sets new setting to Momentary Off 5. Set Pulse Duration --brings up program dialog to set new pulse duration By default the last settings are what were used the last time output control was sent to the RTU. By selecting a Call RTU for Last Settings button the operator may overwrite the settings with those presently in RTU. By selecting a Send New Settings to RTU button the user will initiate a call to send the new settings to the RTU 5. Event Recording The following events must be recorded. Summary reports of these events can be viewed on the Event Report page. 1. All outgoing calls (Polling, Programming, etc.) 2. All incoming calls (Alarm calls, auto calls, etc.) 3. All RTU channel alarm events including when alarm becomes active, acknowledged and returns to normal status. 4. All RTU global alarms, Power Fail, etc. The standard configuration will provide pre-configured events for the following: 1. Each Verbatim contact channel alarm 2. Each Verbatim analog channel alarm 3. Verbatim Power Fail Alarm 4. Verbatim Successful Status Poll Calls 5. Verbatim Outgoing Call Failures 6. Verbatim Programming Calls 7. Verbatim Incoming Calls 8. Verbatim Configuration out-of-synch event V 1.1 Page 22 of 51 22

23 8.1. Event Database The event database will include the following fields for each configured event. An entry (in the form of a new record) is made into this database. 1. System ID of VTS object that generated event 2. Timestamp event was generated 3. Event Status see section below 4. Event Type see section below 5. Event Category see section below 6. Event Message 7. Tag Value value of channel (if applicable) when alarm occurred Event Status The event status field is made of several sub-fields to track the status of alarm type events. These are: 1. VTS Active Status 2. VTS Acknowledged Status 3. VTS Disabled Status 4. RTU Active Status Only used for Verbatim channel alarm status 5. RTU Acknowledged Status Only used for Verbatim channel alarm status 6. RTU Disabled Status Only used for Verbatim channel alarm status The last three sub-fields are used to keep track of the status of alarms in a Verbatim RTU, for example a contact channel alarm. The first three sub-fields are required to keep track of the status of alarms that are not maintained in the Verbatim unit. For example communication failure or configuration out-of-synch alarm Event Types The VTS system can handle up to 255 event types. A base configuration will have the following event types defined: 1. RTU all alarms that are initiated and whose status is maintained in the Verbatim unit. 2. Central Station events that are initiated and maintained by central station. For example successful poll calls, call failures and configuration out-of-synch alarms. Additional event types would typically be added for custom configurations Event Categories Event categories are user assignable per channel and per RTU. The user should use labels which allow him to sort events by convenient categories. For example, a municipal SCADA application might divide up RTUs into geographical zones; North, South, etc. V 1.1 Page 23 of 51 23

24 9. Channel Data Recording and Reporting By default, all enabled channels of all configured RTU will have their values logged to a data file. This data can be accessed by the Data Report page. Appendix A Security Manager The Security Manager is a VTS component that allows the setting of varying levels of security in a Standard Application. It controls access to itself and other VTS components, pages, and objects. It does this by managing a list of accounts. Each account represents a user, and consists of: A username A password A set of security privileges An alternate ID (provided by magnetic swipe cards, if available) Every new application starts off with a "Manager1" account. It has a password of "Manager1". This account can be used to create all other accounts and assign all necessary privileges. Unsecured/Secured Modes Usually, a Standard Application operates in unsecured mode. That means that every user can access all tools and objects. This all changes once a user logs on for the first time. Clicking on the "Logon" button in the Display Manager s Title Bar activates this dialog. You can then enter a username and password. If the username is found in the Security Manager s account list, and the password matches the one assigned to that account, the following things happen: The "Logon" button text changes to the username The application runs in secured mode from then on V 1.1 Page 24 of 51 24

25 Privileges Once you have logged in, the tools you can use and the objects you can control depend on your privileges. There are system privileges, which allow access to things that all applications use, and application privileges, which allow access to things that only this application uses. The following is a list of System Privileges and what they allow access to: Configure lets users access the Toolbox and tag properties Account View lets users view their own privileges Account Modify lets users change their own password Manager lets users change the account list Administrator lets users change security options for the application, including application privileges Alarm Inhibit, Manual Data, Questionable lets users change corresponding tag properties Alarm Acknowledge lets users clear and silence alarms Application Close lets users shut down the application Station Mask Bypass lets users bypass workstation restrictions Parameter View lets users view tag properties Release Lock lets users release networking locks As users work with an application, information is logged on every security-related event witnessed by the Security Manager, including logons, logoffs, and account changes. Dialogs Once the "Logon" button has changed to display your username, you can bring up the Security Manager s "Options" window by clicking on the same button. From here, you can (with the right privileges): V 1.1 Page 25 of 51 25

26 Log Off Change your password ("Password") View your own privileges ("My Privileges") Display/edit accounts ("Users") Display/change security options ("Options") Close the dialog ("Cancel") Log Off When you log off, the "Logon" button says "Logon" again. Access to most tools and objects will become restricted. You will have to log on again to regain the same level of access you had before. This is true even when you stop and restart your application. Password You can change your password with this dialog. You have to enter the new password twice, because your password is never made visible, and you would not be able to see any mistakes. My Privileges This dialog shows you what privileges you have. A green check mark means you have a privilege. A red circle/slash means you don t. V 1.1 Page 26 of 51 26

27 Users With this dialog, you can add, copy, modify, and delete accounts. As an example, here is what the "Modify Account" dialog looks like. It lets you change everything about an account, including the username and the password. Privileges for the account are bestowed or revoked by toggling checkboxes. Options V 1.1 Page 27 of 51 27

28 This dialog lets you change security options for the application. You can add or modify application privileges, change the way Security Manager dialogs look, and set when inactive users are automatically logged off. Controlling Access After you create a list of accounts and a set of application privileges, you can assign these privileges to pages or objects. For instance, suppose you wanted to control access to a single page of your application. Using the Page Manager, you can edit the properties for that page. V 1.1 Page 28 of 51 28

29 You can then assign an application privilege to that page, as the above illustration shows. After the "OK" button is clicked, you and all other users need "Privilege 1" to be able to display that page. Security Checks Access to all VTS components and Security Manager dialogs is controlled by one function. This function is called SecurityCheck. It is a subroutine that can be called from scripting code. Its first parameter is a bit number that refers to the privilege to be checked. Its optional second parameter, if set, suppresses the feedback dialog which appears if the security check fails for the specified privilege. SecurityCheck returns the following values: Invalid if the security bit is invalid True if the application is executing in unsecured mode True if the security bit in the user s privileges is set False in all other cases. If the SecurityCheck function returns invalid, the scripting code that called SecurityCheck must decide what default behavior is appropriate. Object Security V 1.1 Page 29 of 51 29

30 Each application object that requires controlled access must have a "SecurityBit" property, as Digital Output tags do. This property is used as the argument to the SecurityCheck subroutine. Then, everywhere that a security check must be performed in the object s scripting code, the following code fragment must be used: \SecurityManager\SecurityCheck(SecurityBit) This code can appear anywhere that a conditional value is accepted. If feedback dialogs for failed security checks are not desired for the object, the following code fragment should be used instead: \SecurityManager\SecurityCheck(SecurityBit, 1) In these ways, through dialogs and/or scripting code, you can completely control who can and cannot access the tools and components that make up your application. Appendix B Default Verbatim RTU Settings The default settings will depend on the RTU channel configuration and it s order i.e..if it s the first or fifth number to be programmed. In the following description parameters within square brackets ([ ]) indicate fields that will change based on RTU order and channel configuration. We will also use the following variables: 1. RTU#: RTU order in list e.g. 1, 2, etc. 2. #Contact_Channels Number of contact channels 3. #AI_Channels Number of analog channels 4. #Output_Channels Number of output channels 5. Name Remote Terminal Unit [RTU#] Contact Channels Channel #1 1. Name: Channel 1 2. Alarm Criteria: Normally Closed Channel #2 1. Name: Channel 2 2. Alarm Criteria: Disabled.. Additional Channels as required... Channel #[#Contact_Channels] 1. Name: Channel [#Contact_Channels] 2. Alarm Criteria: Normally Closed V 1.1 Page 30 of 51 30

31 Analog Inputs Note that the numbering of analog channels starts with the next number available after the contact channel numbers. For example if there are four contact channels, the first analog will be Channel 5, if there are 32 contact channels, the first analog channel will be Channel 33. Channel #[#Contact_Channels + 1 ] 1. Name: Channel [#Contact_Channels + 1 ] 2. Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: Off 5. High Setpoint Alarm: Off 6. Use default gain/offset: Yes.. Additional Channels as required.. Channel #[#AI_Channels ] 1. Name: Channel [#AI_Channels] ] 2. Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: Off 5. High Setpoint Alarm: Off 6. Use default gain/offset: Yes Digital Outputs Output #1 Name: Output Number 1... Output #[#Output_Channels] Name: Output Number [#Output_Channels] RTU Phone Numbers Phone Number 1: Phone Number 2: Phone Number 3: Phone Number 4: Phone Number 5: Phone Number 6: Phone Number 7: Phone Number 8: Phone Number 9 Phone Number 10 Phone Number 11 V 1.1 Page 31 of 51 31

32 Phone Number 12 Phone Number 13 Phone Number 14 Phone Number 15 Phone Number 16 Alarm Delays and Timers Alarm Reset ON/OFF: ON Alarm Reset Time 1.0 hours Power Fail Alarm Trip Delay ON/OFF: ON Power Fail Alarm Trip Delay: 0.1 minutes Global Trip Delay: 2.0 seconds Other Parameters Dialing Mode: Pulse Dialing Message Repeats: 3 repeats Time Between Alarm Calls: 2 minutes Dialing Delay Length: 1 seconds Rings before RTU answers: 1 rings Autocall: OFF Time Between Auto Calls: 24 hours Initiate Autocall Now: No Autocall Mode: Voice Call Alarms armed/disarmed: Armed Station ID: 1 Return to Normal Call: OFF Alarm Acknowledged Call: OFF Return to Normal Call Mode: Data Call RTU Speed Select: 1200 Data or Voice Answer: Data Number of Retries: 2 Appendix C Demo Mode Verbatim RTU Configuration RTU_1 Name New City Waste Water Treatment Plant Contact Channels Channel #1 3. Name: Wet Well No Alarm Criteria: Normally Closed Channel #2 3. Name: Wet Well No Alarm Criteria: Disabled Channel #3 1. Name: Wet Well No Alarm Criteria: Normally Closed V 1.1 Page 32 of 51 32

33 Channel #4 1. Name: Wet Well No Alarm Criteria: Normally Closed Channel #5 3. Chlorine Monitor 4. Alarm Criteria: Normally Closed Channel #6 1. Name: Ammonia Monitor 2. Alarm Criteria: Normally Closed Channel #7 1. Name: Sulfur Dioxide 2. Alarm Criteria: Normally Closed Channel #8 1. Name: Carbon Monoxide 2. Alarm Criteria: Normally Closed Channel #9 1. Name: Gas Chlorinator 2. Alarm Criteria: Normally Closed Channel #10 1. Name: Primary Intake 2. Alarm Criteria: Pulse Totalizer 3. Initial Value: Scale: 1 5. Setpoint: 1000 Channel #11 1. Name: Auxiliary Intake 2. Alarm Criteria: Normally Closed Channel #12 1. Name: Main Pump #1 2. Alarm Criteria: Pulse Totalizer 3. Initial Value: Scale: 1 5. Setpoint: 1000 Channel #13 1. Name: Auxiliary Pump #1 2. Alarm Criteria: Runtime Meter 3. Initial Value: 79.0 Channel #14 1. Name: Main Pump #2 2. Alarm Criteria: Runtime Meter 3. Initial Value: 79.0 Channel #15 1. Name: Auxiliary Pump #2 2. Alarm Criteria: Runtime Meter 3. Initial Value: 79.0 Channel #16 1. Name: Main Generator #1 2. Alarm Criteria: Runtime Meter 3. Initial Value: 79.0 Channel #17 1. Name: Aux. Generator #1 V 1.1 Page 33 of 51 33

34 2. Alarm Criteria: Runtime Meter 3. Initial Value: 79.0 Channel #18 1. Name: Channel Alarm Criteria: No Alarm Channel #19 1. Name: Channel Alarm Criteria: No Alarm Channel #20 1. Name: Channel Alarm Criteria: No Alarm Channel #21 1. Name: Channel Alarm Criteria: No Alarm Channel #22 1. Name: Channel Alarm Criteria: No Alarm Channel #23 1. Name: Channel Alarm Criteria: No Alarm Channel #24 1. Name: Channel Alarm Criteria: No Alarm Channel #25 1. Name: Channel Alarm Criteria: No Alarm Channel #26 1. Name: Channel Alarm Criteria: No Alarm Channel #27 1. Name: Channel Alarm Criteria: No Alarm Channel #28 1. Name: Channel Alarm Criteria: No Alarm Channel #29 1. Name: Channel Alarm Criteria: No Alarm Channel #30 1. Name: Channel Alarm Criteria: No Alarm Channel #31 1. Name: Channel Alarm Criteria: No Alarm Channel #32 1. Name: Channel Alarm Criteria: No Alarm Analog Inputs Channel #33 V 1.1 Page 34 of 51 34

35 7. Name: Storage Tank 1 8. Disable Channel: No 9. Input Signal Type: 4-20 ma 10. Low setpoint Alarm: On 11. Low Alarm Setpoint: 80 Feet 12. High Setpoint Alarm: On 13. High Setpoint: 150 feet 14. Use default gain/offset: No 15. Low End Input Signal Value: Corresponding Reading Value: 50 feet 17. High End Input Signal Value: Corresponding Reading Value: 160 feet Channel #34 1. Name: Storage Tank 2 2. Disable Channel: No 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 30 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 100 feet 8. Use default gain/offset: No 9. Low End Input Signal Value: Corresponding Reading Value: 20 feet 11. High End Input Signal Value: Corresponding Reading Value: 120 feet Channel #35 1. Name: Storage Tank 3 2. Disable Channel: No 3. Input Signal Type: 4-20 ma 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 30 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 100 feet 8. Use default gain/offset: No 9. Low End Input Signal Value: Corresponding Reading Value: 50 feet 11. High End Input Signal Value: Corresponding Reading Value: 120 feet Channel #36 1. Name: Storage Tank 4 2. Disable Channel: No 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #37 1. Name: Channel Disable Channel: Yes V 1.1 Page 35 of 51 35

36 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #38 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #39 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #40 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #41 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #42 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes V 1.1 Page 36 of 51 36

37 Channel #43 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #44 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #45 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #46 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #47 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Channel #48 Name: Channel Name: Channel Disable Channel: Yes 3. Input Signal Type: 4-20 ma, 4. Low setpoint Alarm: On 5. Low Alarm Setpoint: 20 Feet V 1.1 Page 37 of 51 37

38 6. High Setpoint Alarm: On 7. High Setpoint: 90 feet 8. Use default gain/offset: Yes Digital Outputs Output #1 Name: Main Pump #1 Output #2 Name: Auxiliary Pump #1 Output #3 Name: Main Pump #2 Output #4 Name: Auxiliary Pump #1 RTU Phone Numbers Phone Number 1: Phone Number 2: Phone Number 3: Phone Number 4: Phone Number 5: Phone Number 6: Phone Number 7: Phone Number 8: Phone Number 9 Phone Number 10 Phone Number 11 Phone Number 12 Phone Number 13 Phone Number 14 Phone Number 15 Phone Number 16 Alarm Delays and Timers Alarm Reset ON/OFF: ON Alarm Reset Time 1.0 hours Power Fail Alarm Trip Delay ON/OFF: ON Power Fail Alarm Trip Delay: 0.1 minutes Global Trip Delay: 2.0 seconds Other Parameters Dialing Mode: Tone Dialing Message Repeats: 3 repeats Time Between Alarm Calls: 2 minutes Dialing Delay Length: 1 seconds Rings before RTU answers: 1 rings Autocall: OFF Time Between Auto Calls: 24 hours Initiate Autocall Now: No Autocall Mode: Voice Call Alarms armed/disarmed: Armed Station ID: 1 V 1.1 Page 38 of 51 38

39 Return to Normal Call: OFF Alarm Acknowledged Call: OFF Return to Normal Call Mode: Data Call RTU Speed Select: 1200 Data or Voice Answer: Data Number of Retries: 2 RTU Firmware Version: 1.7 RTU Firmware Serial Number: Number of Contact Channel: 32 Number of Analog Channel: 16 RTU_2 Name New County Disposal Site Contact Channels Channel #1 1. Name: Incinerator No Alarm Criteria: Normally Closed Channel #2 1. Name: Incinerator No Alarm Criteria: Disabled Channel #3 1. Name: Main Generator 2. Alarm Criteria: Normally Closed Channel #4 1. Name: Aux. Generator 2. Alarm Criteria: Normally Closed Analog Inputs Channel #5 1. Name: Water Tank 2. Disable Channel: No 3. Input Signal Type: 4-20 ma 4. Low setpoint Alarm: Off 5. High Setpoint Alarm: Off 6. Use default gain/offset: Yes Digital Outputs Output #1 Name: Output Number 1 Output #2 Name: Output Number 2 Output #3 Name: Output Number 3 Output #4 Name: Output Number 4 RTU Phone Numbers Phone Number 1: V 1.1 Page 39 of 51 39

40 Phone Number 2: Phone Number 3: Phone Number 4: Phone Number 5: Phone Number 6: Phone Number 7: Phone Number 8: Phone Number 9 Phone Number 10 Phone Number 11 Phone Number 12 Phone Number 13 Phone Number 14 Phone Number 15 Phone Number 16 Alarm Delays and Timers Alarm Reset ON/OFF: ON Alarm Reset Time 1.0 hours Power Fail Alarm Trip Delay ON/OFF: ON Power Fail Alarm Trip Delay: 0.1 minutes Global Trip Delay: 2.0 seconds Other Parameters Dialing Mode: Pulse Dialing Message Repeats: 3 repeats Time Between Alarm Calls: 2 minutes Dialing Delay Length: 1 seconds Rings before RTU answers: 1 rings Autocall: OFF Time Between Auto Calls: 24 hours Initiate Autocall Now: No Autocall Mode: Voice Call Alarms armed/disarmed: Armed Station ID: 1 Return to Normal Call: OFF Alarm Acknowledged Call: OFF Return to Normal Call Mode: Data Call RTU Speed Select: 1200 Data or Voice Answer: Data Number of Retries: 2 RTU Firmware Version: 1.7 RTU Firmware Serial Number: Number of Contact Channel: 4 Number of Analog Channel: 1 Appendix D VTS TrendManager V 1.1 Page 40 of 51 40

41 The Trend Manager allows you to display historical and/or live data in an interactive plot window called the "Trending" window. To plot, or trend, information for a tag in this window, simply left-click on the tag s drawing method. If the "Trending" window is not already visible, it will become visible after the left-click. To add information for more tags to the window, just left-click on other tags drawing methods. The data for each tag is plotted over time, such that time runs along the X (horizontal) axis, and the data values run along the Y (vertical) axis. In the "Trending" window, information for each tag is drawn or plotted using a different pen. There can be up to 12 pens at any one time, and up to 1024 points can be plotted for each pen. Terms Here are some terms that are used below: Duration The time span that a pen encompasses (e.g. 1 hour, 4 hours, etc.) Historic (or file) pen A (static) pen that plots the data for a certain time period Interval The amount of time represented by each point on the plot; it is set automatically so that the maximum number of points is never exceeded Legend The small box at the bottom of the "Trending" window that represents each pen Live pen A (dynamic) pen that plots data as it is generated Features The "Trending" window features: A number of buttons across the top of the window A droplist of display options in the upper right corner of the window The plotting area in the middle of the window Zero or more legends at the bottom of the window To select a pen to work with, left-click on its legend. Only one pen can be selected at a time. To unselect the currently selected pen, left-click on its legend a second time. The left half of the legend for each pen always displays the name of the tag whose data is being displayed. If this data is file data, an asterisk appears before the tag name. V 1.1 Page 41 of 51 41

42 The droplist of display options allows you to select which data value is displayed in the right half of the legend for each pen. Available options are: Description The description of the tag whose data is being displayed Value/Time Displays the value of each tag at a given time; move the mouse cursor over the plotting area to specify this time; a yellow "note" window appears displaying the time you have specified Average Displays the average value of each tag Minimum Displays the minimum value of each tag Maximum Displays the maximum value of each tag Stand. Dev. Displays the statistical standard deviation for each tag Variance Displays the statistical variance for each tag The buttons allow you to manipulate pens and the plotting area as follows. Add Pen Clicking on this button brings up the "Add Pen" dialog. Initially, it is assumed that the user wants to plot live data for a tag, as shown here. For this version of the dialog: Use the "Next Pen" button to cycle through the available pen colors; "New Pen" shows the current pen color Use the "File Data" radio button to select file data to display for a tag V 1.1 Page 42 of 51 42

43 Use the "Select" button to select a tag for which live data will be displayed. This brings up the Tag Browser for all "Trenders" tag types; from here, select the tag and click the "Trend" button Use the "Duration (Minutes)" droplist to select the time duration for the pen When you click on the "File Data" radio button, the dialog changes to provide different selection options. For this version of the dialog: Use the "Next Pen" button to cycle through the available pen colors; "New Pen" shows the current pen color Use the "Live Data" radio button to select live data to display for a tag Use the "Select" button to select a tag for which file data will be displayed. This brings up the Tag Browser for all "Loggers" tag types; from here, select the tag and click the "Trend" button Use the "Last X hours" radio button, and the supplied edit field, to specify the last X hours as the time period to use Use the "Last X days" radio button, and the supplied edit field, to specify the last X days as the time period to use Use the "Last X weeks" radio button, and the supplied edit field, to specify the last X weeks as the time period to use Use the "Yesterday" radio button to specify yesterday as the time period to use Use the Last Full Week radio button to specify the last full week as the time period to use (the date range for the last full week is displayed for this radio button) V 1.1 Page 43 of 51 43

44 Use the Last Full Month radio button to specify the last full month as the time period to use (the last full month is displayed for this radio button) Use the "Custom" radio button to specify a custom time range Use the "Start Time" field to specify an exact start time for the time period: Click on a section of the start time to select the weekday, month, day, year, hour, minute, or "AM/PM" to change Click on the up and down arrows to change the selection; when you do so, the "Custom" radio button is automatically selected Use the "End Time" field to specify an exact end time for the time period: Click on a section of the start time to select the weekday, month, day, year, hour, minute, or "AM/PM" to change Click on the up and down arrows to change the selection; when you do so, the "Custom" radio button is automatically selected Use "OK" to finish adding the new pen Use "Cancel" to back out Delete Pen Clicking on this button deletes the currently selected pen. The next available pen then becomes the selected pen. Edit Pen Clicking on this button allows you to modify the settings for the currently selected pen. If the tag whose data is being plotted by this pen is a member of the "Loggers" tag group, the following dialog appears: V 1.1 Page 44 of 51 44

45 You cannot change this pen to a file pen, but these options are still available. Use the "Next Pen" button to cycle through the available pen colors; "New Pen" shows the current pen color Use the "Select" button to select a tag for which live data will be displayed. This brings up the Tag Browser for all "Trenders" tag types; from here, select the tag and click the "Trend" button Use the "Duration (Minutes)" droplist to select the time duration for the pen If the tag is a member of the "Loggers" tag group, this dialog will appear for a live pen: Here, the same settings can be changed as in the Live Data version of the "Add pen " dialog. Meanwhile, this dialog will appear for a file pen that is plotting data for a tag that is a member of the "Loggers" tag group: V 1.1 Page 45 of 51 45

46 Once again, the same settings can be changed here as in the File Data version of the "Add Pen" dialog. Export Data Clicking on this button brings up the "Export Data" dialog. This dialog allows you to write tag data for the currently selected pen out to either an ODBC-compliant Excel spreadsheet or Access database, or a CSV (comma separated value) file. The options available to you through this dialog are: Use the "ODBC Data Source" radio button to specify that you want to write data to an Excel spreadsheet or Access database V 1.1 Page 46 of 51 46

47 Use the "Comma Separated Value File(s)" radio button to specify that you want to write data to a CSV file If the "Comma Separated Value File(s)" radio button is marked, use the "File Path And Prefix" edit field to specify the full path of the directory where the CSV file will be created and stored; the CSV file name will be tagname.csv If the "ODBC Data Source" radio button is marked, use the "Data Source" droplist to specify the data source to write to. If the "ODBC Data Source" radio button is marked, use the "Add New" button to bring up the "Create New Data Source" dialog Use the "OK" button to write the tag data Use "Cancel" to back out It is recommended that you write data to CSV files whenever possible. Writing data to Excel spreadsheets is extremely slow and can be very time-consuming for a large number of data points. The "Create New Data Source" Dialog This dialog lets you specify: The name of the data source A description for the data source The Excel spreadsheet or Access database file to create and write the tag data to Use "OK" to create the new data source, and "Cancel" to back out. Set Zoom/Drag Axis This button displays one of the two icons you see here. It indicates the direction in which zoom or drag operations are applied. Click on this button to toggle between the X and Y axes. Zoom In V 1.1 Page 47 of 51 47

48 Clicking on this button lets you zoom in on the plotting area. When the button is clicked, it stays latched in until you specify the zoom area. If the Zoom/Drag Axis is the X axis, the zoom area will be a smaller time duration inside of the current time duration. Left-click with the mouse cursor over the desired portion of the plotting area to specify one endpoint of the zoom area. Then left-click again over the second endpoint of the zoom area. The new time duration you specified expands to fill the entire plotting area. If the Zoom/Drag Axis is the Y axis, the zoom area will be a smaller data value range inside of the current data value range. Left-click with the mouse cursor over the desired portion of the plotting area to specify one endpoint of the zoom area. Then left-click again over the second endpoint. The new data value range you specified expands to fill the entire plotting area. Drag Clicking on this button lets you reposition the plot points for the currently selected pen relative to its axes. If no pen is currently selected, the plot points for all pens are moved. When this button is clicked, it stays latched in. Click on it again to unlatch it and cease drag operations. While the button is latched in, you can drag all pens or different pens as many times as necessary. If the Zoom/Drag Axis is the X axis, left-click on the plotting area. Then move the mouse cursor a desired amount to the left or right and left-click on the plotting area again. The selected pen, or all pens, will be dragged to the left or right by the same amount. If the Zoom/Drag Axis is the Y axis, left-click on the plotting area. Then move the mouse cursor a desired amount up or down and left-click on the plotting area again. The selected pen, or all pens, will be dragged up or down by the same amount. Reset Clicking on this button will return the plot points for a selected pen, or all pens if no pen is selected, to their original state before any zoom or drag operations were performed. Save Trend Group Click on this button to bring up the "Save Trend Group" dialog. V 1.1 Page 48 of 51 48

49 In this dialog, you can save the settings for the current group of pens in the filename of your choice for later retrieval. Restore Trend Group Clicking on this button to bring up the "Restore Trend Group" dialog. Here, you can specify the filename containing previously saved settings for a group of pens. Once this is done, these settings will be restored, and the "Trending" window will redisplay the group of pens. Print Trend Clicking on this button will print the entire contents of the "Trending" window, including buttons and legends. This dialog will appear to confirm your intentions: V 1.1 Page 49 of 51 49

50 Set X Axis Time Clicking on this button brings up the "Time Duration" dialog. Using this dialog, you can specify a new time duration. The time duration selections each refer to an immediate length of time in the past. If, for instance, you specify "12 Hours", it is taken to mean "the last 12 hours". When you click the "OK" button, the new time duration is applied to the entire plotting area and all pens. Plot Points Each point on the plotting area for a tag represents a certain time interval. This time interval will vary according to the duration so that the maximum number of points (1024) is never exceeded. This time interval is not related to the logging interval. If the pen s interval is less than the logging interval for the data, it may take several plot points to represent a single data value. Conversely, if the pen s interval is greater than the logging interval for the data, a single plot point may represent several data values. The plot points are then time-weighted averages of the data values for that particular time period. V 1.1 Page 50 of 51 50