Global Help User Guide IGSS Version 8.0

Transcription

1 Global Help User Guide IGSS Version 8.0

2 Table of Contents Chapter 1: Welcome to IGSS What is IGSS? Key features and benefits Overview: Modules and sales versions Frequently Asked Questions (FAQ) Contacting 7-Technologies 12 Chapter 2: Quick Start Guide The Start menu Basic Operator Procedures 13 Purpose 13 Start and stop the configuration 14 Navigate through the configuration 14 Monitor and control the process components 15 Find a process component 16 View and acknowledge alarms 16 View predefined graphs 18 Create user-defined graphs 19 Print reports Basic System Designer Procedures 22 Purpose 22 Open a configuration 22 Change and re-install a configuration 23

3 Create an area 24 Create a diagram 24 Create a graph 26 Design operator reports 26 Chapter 3: The IGSS Starter Program IGSS Starter (single user or server station) IGSS Starter (operator station) 32 Chapter 4: Converting Older IGSS Projects to the Current Version 38 Chapter 5: Reference and Lookup Conventions in this Manual Getting Help in IGSS Version Information (IGSS Help System) English help files 42 Chapter 6: Glossary 44

4 Chapter 1: Welcome to IGSS 1.1 What is IGSS? Definition IGSS is a SCADA system designed to monitor and control industrial processes. The system is designed to automate and support the daily work processes associated with supervising an industrial plant. It targets two types of users: the system designer who makes a model of the industrial plant using the Definition program and the operator who monitors and controls the plant using the Supervise program IGSS has been on the market since With more than 20,000 licenses sold worldwide, a wide range of industries are now using the program on a daily basis. Use IGSS is currently used in a wide range of industrial applications including: wastewater treatment plants water supply plants production lines power and heating plants luxury liners System architecture IGSS is a true object-oriented program. This results in several useful advantages for the system designer and the operator. Most importantly, a process component consisting of a number of I/O points is treated as one object in IGSS. This means that the system designer and the operator have the same perception of an object and that the properties of this object can be viewed and modified from one dialogue. Types and templates are other object-oriented terms used in IGSS. Templates are especially useful to the system designer in that he can define one template and then base any number of objects sharing identical properties on that template. Openness is a cornerstone in the IGSS architecture. 7-Technologies believes that our users want to use the newest technologies and we do not want to constrict our users to proprietary formats. Supported communication interfaces include DDE, ODBC, OPC, OLE Automation, ActiveX and Automation. These interfaces allow you to exchange IGSS data with 3 rd party programs. If you are about to create a huge configuration, you may want to define the process components in an external database and then import the data into IGSS.

5 Scalability is another key feature of IGSS. Based on a true client/server architecture you can easily expand the number of operator stations or the number of objects in your configuration. If you have a distributed plant, you can even connect remote operator stations, if required. Sales versions When you buy IGSS, you only purchase the number of objects and operator stations that you need. The number of objects and operator stations can then be expanded as your needs grow. Today, IGSS configurations range from single-user versions monitoring 100 objects to multiuser configurations with 50 operator stations monitoring 400,000 objects. For further details about sales versions, click here or contact our Sales Department. 1.2 Key features and benefits The following lists summarize the key features and benefits of IGSS. Data collection and management This IGSS feature Continuous data processing Free choice of calculation method Dualised system Allows you to view updated process data at any time during supervision. choose the appropriate calculation method for reporting purposes. For each individual object you can choose average, min., max., sum, actual or change and whether you want to include the value in reports. run IGSS on two servers to ensure maximum uptime. If the primary server fails or is being serviced, the secondary server, the hot-standby server, automatically takes over the data collection and data management. Object-oriented configuration This IGSS feature One object represents one process component Templates Allows you to treat one process component including multiple I/O points (atoms) as one IGSS object. All properties from one object are viewed and modified from the same dialogue. Another important advantage is that the system designer and operator have the same perception of an object. define one template and then base any number of objects sharing identical properties on that template. Templates are especially useful for digital objects, because the system designer can configure the individual

6 Symbol library Define one - use many bits sent to and from the PLC. choose freely from a comprehensive library of symbols commonly used in a wide range of industries. User-defined symbols can be added. reuse existing objects by either placing them on the Library toolbar, placing a new reference to the existing object on another process diagram or by using the copy/paste object function. PLC communication This IGSS feature Dedicated PLC drivers Allows you to use PLC drivers developed by 7-Technologies specifically for optimal performance in IGSS. OPC client-side driver Click here to view the list of drivers currently supported by IGSS. use this driver to connect to PLCs that support the OPC (OLE for Process Control) standard developed by Microsoft. Time or eventcontrolled com- interval or on changes (events). The latter only communicates base the communication between the PLC and IGSS on a fixed scan munication changes which reduces the data flow between the PLC and IGSS and gives shorter response times. Event-controlled communication is also used internally in IGSS. Remote control monitor and control remote units in a distributed plant by means of a modem or an ISDN connection. Reports and graphs This IGSS feature Standard reports Continuous data processing Manual Report Editor Allows you to Use the standard reports which are automatically generated by IGSS. In most cases, these reports will fulfill your documentation requirements.if you want to design custom reports using Microsoft Excel as the presentation tool, use the Report Management System or use the IGSS ODBC interface. print reports without delay; the data is already processed when you request the report. Process data collected via modem will be automatically merged into the appropriate data files. enter data for objects which are not directly connected to IGSS, edit or mark faulty data and remove unwanted data. Manually entered data is colour-coded in the standard reports. Alarm and maintenance This IGSS fea- Allows you to

7 ture Alarm icon Alarm list Alarm text Alarm notification Automatic calls to pagers and mobile phones (WinPager) view the total number of alarms and determine the severity of the alarm with the highest alarm priority. view details (alarm texts) of all active alarms. From the Alarm list, you can jump directly to the process diagram containing the object that generated the alarm. view an explanation of the alarm situation, the alarm priority and recommended operator action. For documentation purposes, it is recommended to use the Alarm Note facility to document how an alarm was handled. let object(s) in alarm blink with their alarm colour on process diagrams and to attach a sound file when the alarm occurs. This will ensure immediate operator reaction to the alarm. react swiftly to alarms occurring outside normal working hours or if you are not presently at the operator station. This is done via the WinPager module that supports a number of paging services. Scalability This IGSS feature Flexible sales versions Allows you to buy exactly the number of objects, communication drivers and operator stations that you currently need. As your needs grow, you simply upgrade your license file. The rest of the system files remain the same. The Extended version includes the following additional modules: Maintenance Visual Basic for Applications (VBA) Manual Report Editor Add-on modules such as WinPager and WAP are purchased separately. Open architecture This IGSS feature ActiveX Allows you to embed ActiveX components in IGSS, for example, alternative display types for process components. Automation use the Automation interface as a programming interface to objects and methods in IGSS. Click here for further details.

8 DDE support ODBC support The integrated VBA editor allows you to use the Automation interface directly from the Definition program. exchange online data with 3 rd party programs, for example, MS Excel. exchange historical data with administrative systems and other SCADA systems. OPC support define and maintain configuration information in external databases and then import it into IGSS. This feature is especially useful for large plants. exchange online data with 3 rd party programs and use our OPC client-side driver to connect to PLCs that support this standard Graphics and multimedia This IGSS feature Allows you to Supports draw background pictures in your favorite drawing program, save it in standard an IGSS-compatible format and use it as background for your process graphics file diagram. You can even link the drawing using the OLE embedded diagram formats option. Supports Windows GUI controls Supports standard graphics objects Offers several display types 3D effect add standard Windows controls such as buttons, fields and lists to process diagrams. You may, for example, use a button to open another diagram. add standard graphics objects such as lines, rectangles, etc. either as static parts of the background picture or linked to an IGSS object. view the state or value of a process component in the most appropriate way. You may, for example, use a bar display to show the water level in a tank. easily determine what are static or dynamic parts of a process diagram. The symbols of IGSS objects are context-sensitive so that the symbol will appear raised when you place the cursor over it. Miscellaneous This IGSS feature Checks your configuration Allows you to ensure that the configuration is consistent and error-free before the operator runs it. In case of an error, IGSS clearly indicates the location of the error.

9 Simulates con-shofiguration will view the process diagram. simulated data in your configuration to preview how the operator data Context-sensitive Help access Help on all functions and features by pressing F1 or by using the icon in dialog boxes. 1.3 Overview: Modules and sales versions The IGSS SCADA system consists of a number of modules each with its own specific purpose. The following list of IGSS GUI modules is divided into the two main user groups of IGSS: System designers and operators. Note that some modules are not included in the standard version of IGSS. If you want to buy one of these modules, please contact our sales department. For further information about any of the modules, simply click the More? link in the Use column to open the associated Help file. The modules are listed in alphabetical order. System designer modules Module Use Sales version Alarm Management System (AMS) Definition System Configuration Collect, display and acknowledge alarms from IGSS and other SCADA 1 systems in the same alarm list. Send the alarms to the duty personnel as an SMS to their cell phone or inform other personnel with an . Add-on module Build a model of the physical process being monitored and connect to the PLC addresses of the version Standard physical process components. Prepare process diagrams and operator reports. More info? Set up the IGSS workstations (servers and operator stations) and the appropriate communication drivers to enable communication with the plant equipment, typically PLCs. Standard version More info? 1 Supervisory Control & Data Acquisition

10 Module Use Sales version IGSS ODBC Server IGSS Starter The ODBC server runs as a background process. The server is used by several of the other IGSS modules. It also allows you to change configuration data via an ODBC-compatible database. Start the active configuration. This is where you start and stop both the data collection and the graphical supervision of the process. Standard version Standard version Job Scheduler More Info? Allows you define jobs that are automatically executed either with a regular interval or based on an IGSS event. Standard version Maintenance Report Management System (RMS) SQL database option User Administration WinPager One of the typical uses is automatic printing of daily reports. Create maintenance jobs to ensure that maintenance is performed in due time. The operator will get an alarm when the maintenance interval expires. Maintenance alarms can be viewed in the standard alarm list. Design user-defined reports using all IGSS data sources, in any combination you like, design batch reports, etc. The reports are designed using the built-in RMS action pane in Microsoft Excel. All reports are presented in Excel and can be exported to HTML and PDF formats. More info? Solution for storing IGSS process data that exceeds the capacity of the MS Access database technology. Define user names and passwords, user groups and user group privileges. Standard version Standard version Standard version Standard version Allows you to send alarms to mobile phones or per-add-osonal pagers during hours where the plant is module unmanned. Operator modules

11 Module Use Sales version Alarm Easily view alarms either on process diagrams or in the Alarm list (active alarms) or the Alarm Log (historical alarms). Handle alarms based o vn recommended operator actions and document corrective action by attaching notes. Standard version More info? Maintenance Create maintenance jobs to ensure that maintenance is performed in due time. The operator will get an alarm when the maintenance interval expires. Standard version Manual Report Editor (MRE) Periodical Reports Snapshot Report Supervise The maintenance alarms can be viewed in the standard alarm list. MRE is used to enter values for components that are not directly connected to a PLC and therefore not a part of the IGSS configuration. In MRE, you can enter hourly, daily and monthly values which will be used for generating values in periodical reports where these manual report objects are included. The operator uses this module to generate historical reports. The report can cover a day, a week, a month, a quarter or a year. The report can be based on a predefined report format or simply take all objects from an area in the configuration. The operator uses this module to generate reports showing the current process values. The report can be based on a predefined report format or simply take all objects from an area in the configuration. Monitor and control the plant. Alarm handling is an integrated part of Supervise (see "Alarm" above). Standard version Standard version Standard version Standard version More info?

12 1.4 Frequently Asked Questions (FAQ) If you do not find answers to your questions about IGSS in the Help files, you can also search in our FAQ. We collect frequently asked questions from our users and publish the answers on the Web. Click here to search in our FAQ. 1.5 Contacting 7-Technologies We hope that you are satisfied with IGSS and the accompanying user documentation and that you can find answers to most questions by using the Help system. However, if you have any questions related to our products and services or technical questions to our Technical Support department, please contact us using the information provided below. What do you want to do? Contact 7-Technologies A/S by mail, phone or fax Learn more about 7-Technologies' products and services View a list of authorized distributors and system integrators Contact the Sales department Contact the Technical Support department

13 Chapter 2: Quick Start Guide 2.1 The Start menu Before you start using IGSS, we recommend that you take a few minutes to get acquainted with the different programs that you can open from the Start menu. Select Start ð Programs ð Igss 8.0 ð <Program name> to open the programs. For further details about the programs, click here. 2.2 Basic Operator Procedures Purpose This Quick Start Guide for the operator gives the operator a quick tour through the most basic operating procedures. If you're a new user, we recommend that you use the built-in Demo configuration to try out the basic procedures. The examples are taken from the Demo. For further details about operator procedures, refer to the Supervise and Alarm help files. They are opened from the program's Help menu.

14 Use the Browse buttons to go through the Quick Start Guide: >> to go forward, << to go back. Start and stop the configuration By default, the built-in Demo configuration is selected as the active configuration. The active configuration is the one that will be activated either when you start the Definition module or the IGSS Starter module. To start the configuration 1. Select Start Programs Igss 8.0 IGSS Starter. The IGSS Starter module appears. 2. Click the Supervise button to launch the Supervise and Alarm modules. The configuration is now started and you can monitor and control the process components. To stop the configuration 1. In the Supervise module, open the File menu and select Stop Configuration. Navigate through the configuration The first thing you need to know is how to find your way around in the configuration in the Supervise program. Typically, the start-up screen will be an overview diagram from which you can enter a number of sub-diagrams. This is also the case in our Demo configuration where you can click on the IGSS Overview, Training and Modules buttons. Alternatively, you can use the Area and Diagram menus to navigate to the different process diagrams in the configuration. An area is a collection of diagrams, graphs and other IGSS objects. Areas are used to divide an IGSS configuration into logical parts. This may be the individual subprocesses in a production line. A diagram is a graphical process picture showing a section of the monitored process. The operator monitors and controls the process components from the diagram. To go to the Training area in the Demo configuration:

15 1. Select Area Training. The startup process diagram for the Training area appears allowing you to go to the sub-diagrams in that area. The items in the Diagram and Graph menus are now substituted with the diagrams and graphs that belong to the Training area. To go to the Beverage diagram in the Training area: 1. Select Diagram Beverage. The diagram appears. Monitor and control the process components A process diagram typically consists of a background picture with the static elements of the monitored process: The tanks, the pipes, etc. The system designer makes sure that the process components are configured correctly and placed on their appropriate position on the diagram. Still on the Beverage diagram that we just opened, try to move the cursor around on the diagram and notice that when you're over a process component, a raised edge occurs. This indicates that this is a real IGSS object that you can monitor and control. Notice also that a small yellow box appears with extra details about the process component. Typically, you will see the name of the process component and its current value directly on the diagram. But if you click on the object, the command menu appears.

16 In this case, we're dealing with a digital process component that has two different states, 0 and 1. You can change to another state by simply clicking on its name in the menu. If you click on the name of the object, p1, you can see all the properties of the object. Find a process component If you're not sure exactly where to find a particular process component, you can find it using the Open by name functionality. Assuming that we want to find a pump named p1, we'll do the following: 1. Select Edit Open by Name. The Object Browser dialogue appears. 2. Below the list of objects under Criteria, select Type (in use) to show the object types currently used in the configuration. The left pane will now show the object types used. 3. Click on Digital (because we know that a pump is a digital object). The right pane now shows all digital objects in the configuration. 4. Find p1 in the list and select it. 5. Under Open by name, do the following: Check On window to open the diagram on which p1 resides. Check Show properties to open the properties dialogue for the object. 6. Click the Open / Select button to go to the diagram where p1 resides and view its properties. View and acknowledge alarms One of the most important tasks for you as an operator is to follow up on alarms. This topic explains how alarms are reported in IGSS and how you acknowledge an alarm. The alarm icon

17 By default, the alarm icon appears in the upper right corner of the screen on top of your process diagram. The icon shows the number of active alarms and the colour is determined by the colour defined for the alarm with the highest priority. Double-click the icon to show the alarm list. You will now see a list of all active alarms. The alarm list The alarm list is the central place for handling alarms. From this list you can acknowledge alarms, get details about an alarm, get instructions, write alarm notes, find the object in alarm on a process diagram, etc. The left pane of the window shows two root items: Active Alarms and Alarm Log. By default, the list shows you all active alarms. But if you want to go back and look at older alarms, simply click the "Alarm Log" branch. If there's a + beside either "Active Alarms" or "Alarm Log", user-defined filters have been created. A filter shows you a list of alarms that fulfill a certain criterion. A filter named "Yesterday's alarms" would show you all alarms from yesterday. Alarm indication on a process diagram When an alarm occurs, the object in alarm will blink on the process diagram. The blink colour will be the one defined for the alarm. When you click on an object in alarm, two alarm-related items appear in the command menu. Acknowledge Alarm and Alarm Text.

18 Click Acknowledge Alarm to acknowledge the alarm on this object. Click Alarm Text to get further information about the alarm situation and, if required, write an alarm note. Acknowledging alarms in the alarm list Normally you will acknowledge alarms via the alarm list: 1. Double-click the alarm icon to view the alarm list. 2. Select the alarm(s) you want to acknowledge. 3. Do one of the following: Double-click the alarm line if you acknowledge only one alarm. Click the acknowledge alarm icon. Right-click and select Acknowledge in the popup menu. Result: The lines in the alarm list will now change colour to the acknowledge colour defined for the alarm. This colour will also be applied to the objects in alarm on the process diagrams. View predefined graphs IGSS supports three types of graphs: The predefined graph (created by the system designer) The dynamic graph (created on-the-fly by the operator during supervision) The static graph (saved by the operator during supervision) This topic explains how you view a predefined graph. To learn about the dynamic and static graphs, click here. To view a predefined graph

19 If you know that you need some fixed graphs in your configuration, the system designer will create them in the Definition program. Typically, you will access those graphs from the Graph menu, but the system designer may also choose to embed the graphs directly on a process diagram. To view the predefined graph, Flow in demo, in the Demo configuration: 1. In the Area menu, select the Global area. 2. In the Graph menu, select Flow in demo. The Define Graph Period dialogue appears. The start time of the graph defaults to now, but try to set the start time back to two hours before now. 3. Click the Edit button to view the detailed graph settings. Notice that some fields are greyed. The operator cannot edit those fields, because this is a predefined graph that we want to remain the same on all operator stations. The flow meters q1, q2, q3 and q4 are included in the graph. 4. Click OK to go back to the Define Graph Period dialogue. 5. Click OK again to generate the graph. The graph window appears showing the values for the period you've chosen. 6. To view the graph values, right-click the graph window and select Show Values List in the popup menu. Create user-defined graphs Beside the predefined graphs, you can create a dynamic graph and save a snapshot of a graph as a static graph. This topic explains how you create either type. To create a dynamic graph In this example, we will create a graph that includes the flow meters q1, q2, q3 and q4. 1. In the Graph menu, select Create Dynamic Graph. The Object Selection for Dynamic Graph dialogue appears. 2. Under Object type, click Analog to limit the list to analog objects only. 3. In the list of objects, find the object, q1, select it and click the Add button to include it in the graph.

20 4. Repeat step 3 for the remaining flow meters, q2, q3 and q4. The dialogue should now look like this. 5. Click OK. The Define Graph Period dialogue appears. 6. Go back one hour and click OK to view the graph. 7. To change the background colour and other settings, right-click the graph and select Edit Parameters in the popup menu. 8. To save the graph for later retrieval, right-click the graph window and select Save as Dynamic Graph in the popup menu. The Save As dialogue appears. 9. Give the graph a meaningful name, for example, Flow in demo.usr. To open a dynamic graph 1. In the Graph menu, select Open Dynamic Graph. 2. Double-click the name of the dynamic graph we just created, Flow in demo.usr. The Define Graph Period dialogue appears. 3. Choose the graph period and click OK to view the graph. To save a static graph The static graph is intended to be used if you need a snapshot of a graph at a given time. Assume that you see an abnormal trend for a given process component and want to be able to show this to a colleague. You can now save the graph as a static graph for later retrieval. The difference from the dynamic graph is, however, that the static graph is a snapshot and cannot be updated with new values. A static graph can be saved when you view either a predefined graph or a dynamic graph. 1. In the Graph menu, select Flow in demo. 2. Choose the graph period and click OK to view the graph. 3. Right-click the graph window and select Save as Static Graph in the popup menu. The Save As dialogue appears. 4. Save the static graph under a meaningful name, for example, Flow in demo.gph. To open a static graph

21 1. In the Graph menu, select Open Static Graph. 2. Double-click the graph name we just created, Flow in demo.gph. The static graph appears. Print reports One of the key features in IGSS is the flexible reporting system. The system features three standard report types: The periodical report (daily, weekly, monthly, quarterly and yearly reports) The snapshot report (the current process values) The alarm statistics report (alarm statistics for a user-defined period) This topic explains how you generate a periodical report which is the most widely used report type. For details about the other report types, refer to the IGSS Reporting System help file. To generate a daily report One of the most typical uses of the Periodical Reports program is to print a daily report. In the Demo configuration, we have defined a report format called Periodical Report that we'll be using in this example. 1. In the Supervise program, select User Programs Periodical Reports. The User Programs menu is defined by the system designer in the Definition program and should contain links to the most commonly used programs during supervision. 2. Keep the default settings, but select the Print check box. 3. Click the Overview Report button to get a daily overview report. This will give you one daily value for each object. Clicking the Detail Report button will give you a value for each hour of the day plus the overall daily value, for example, an average value for the whole day.

22 2.3 Basic System Designer Procedures Purpose This Quick Start Guide for the system designer gives a quick tour through the most basic procedures involved in creating objects, graphs and reports in IGSS. The guide focuses on the main program used by the system designer, Definition. When you get more acquainted with the system, you will be using other programs in addition to Definition. If you're a new user, we recommend that you use the built-in Demo configuration to try out the basic procedures. The examples are taken from the Demo. For further details about the procedures, refer to the Definition help file. It is opened from the program's Help menu. Use the Browse buttons to go through the Quick Start Guide: >> to go forward, << to go back. Open a configuration When you start the Definition program, the active configuration is loaded. You can activate a configuration in two ways: either by selecting the configuration and its report folder in the System Configuration program or by opening the relevant configuration and then selecting Activate Configuration in the File menu. To open the active configuration 1. Start the Definition program. The active configuration is loaded. The very first time you start Definition, the Demo configuration will be loaded. To activate another configuration 1. Start the Definition program. 2. Select File Open. 3. Find the configuration you want to open, <MyConfig>.elm and click Open. 4. Select File Activate Configuration. Result: The new configuration is now the active configuration and will be started the next time you open the Definition program.

23 Change and re-install a configuration One of the tasks that you will be doing over and over again in IGSS is modifying the configuration. After a modification, you must re-install the configuration in order to check that all configuration objects are correctly configured. This topic describes how you make a small change in the Demo configuration and subsequently re-install it. We will do a small, but very visible change to the configuration. Each area of the configuration has an initial display which is basically the start-up process diagram for the area. We will change the start-up diagram to be the Training diagram. Select a new start-up diagram 1. Select Area Training. The start-up diagram for the Training area appears. 2. Select Format Set Initial Display. After installation of the configuration, this will be the start-up diagram. Install the configuration To view our change in the Supervise program, we need to install the configuration. 1. Select File Install Configuration. A message appears instructing you to save your changes. 2. Click Yes. The Installation Options dialogue appears. 3. For now, keep the default settings and click OK. The Install Configuration progress bar appears. 4. When the changes are installed, the following message appears. 5. Click No. If you click Yes, you will see a detailed configuration report. View the changed configuration To view the changes we just made in the Supervise program, do the following: 1. Select Start Programs Igss 8.0 IGSS Starter. The IGSS Starter program appears.

24 2. Click the Supervise button to launch the Supervise and Alarm programs. The configuration is now started and the Training diagram appears as the start-up screen. Create an area When you create a configuration, you can split it up into logical parts. You will use the object type Area for this job. Assume that we want to allocate one area per sub-process: "Raw material", "Unpacking", "Assembly line", "Packaging", "Distribution". We will now create one of these areas in the Demo configuration. To create an area 1. In the Definition module, select Area then Create. The New Area Properties dialogue appears. 2. In the Name field, type RawMaterial. 3. In the Description field, type Raw Material. 4. Click OK. The new area is created and its name is added to the Areamenu (because the Name to menu check box was selected). The diagram portion of the screen is now empty. This is because the area is solely used for dividing the configuration into manageable parts, but it is not visible in itself. Create a diagram The next step is to create the first diagram in the new RawMaterial area. In this simple example, we will create the diagram and place a tank containing chlorine on it. We will then draw a RawMaterial line representing a pipe that feeds the chlorine into the production process. Create the diagram 1. Select Diagram Create. The New Diagram Properties dialogue appears. 2. In the Name field, type Chlorine. 3. Under Window Properties, select the Name to menu check box to show the name in the Diagram menu.

25 4. Keep the remaining properties as is and click OK. The diagram appears and we can start building up the graphical process (or mimic) diagram. Place the tank containing chlorine on the diagram 1. In the View menu, make sure that there is a check mark beside the Drawing Toolbar item. 2. In the toolbar, click the Image icon -. A loaded image icon appears. 3. Place the cursor at the centre of the diagram and click once. The Open an Image dialogue appears. 4. Find the picture called Tank-2.emf and click Open. IGSS defaults to the current configuration's root folder where this file is located. 5. Place the cursor over the handle in the lower right corner of the picture and drag to resize it to a reasonable size. Draw the pipe feeding the chlorine to the production process 1. In the Drawing toolbar, click the Line icon - 2. Place the cursor exactly over the right side of the tank.. A loaded icon appears. 3. Click and hold down the mouse button while you drag the cursor to the right side of the process diagram. 4. Release the mouse button when the line reaches the right side. Write the "To production process" text 1. In the Drawing toolbar, click the Text icon - 2. Just above the pipe we've just drawn, click once.. A loaded icon appears. 3. Type the text To productionprocess and click OK. 4. Position the text exactly where you want it to be.

26 Create a graph Now that we've created our first object, we can also create a graph that will show the chlorine level either based on the log data (.log) or on the data reduction values (.bcl). 1. Select Graph Create. The New Graph Properties dialogue appears. 2. Do the following: Under Name, type ChlorineGraph. Under Description, type Chlorine Graph. Under Attributes, select the Name to menu check box to show the name in the Graph menu. 3. Click OK. The Define Graph Parameters dialogue appears. 4. Under Object name, select the object, ChlorineLevel. 5. Keep the remaining settings as is and click OK. The graph window appears. After installation, the operator can choose the graph in the Graph menu of the Supervise program. Design operator reports Now that we have our first diagram and object, we can design our first operator report. To show you the versatility of our reports, we will also include some other objects from the Demo configuration. The report design is configured in the Definition program and saved as a report format. During supervision, the operator will be able to choose between the report formats you have designed. In this example, we will create a report format called Production Line which will include our newly created ChlorineLevel object plus a few flow gauges to illustrate how you can divide a report into several sections. We will create it as a periodical report allowing the operator to generate daily, weekly, monthly, quarterly and yearly reports based on this format.

27 1. Select Edit Report Formats. The Report Formats dialogue appears. 2. Under Report format, click the Create button. The Report Format Properties dialogue appears. 3. Do the following: Under Name, type ProductionLine, Under Report type, select Periodical report. Check the Set as default box. The effect will be that this report format will be suggested automatically to the operator when he opens the Periodical Reports program. 4. Click OK. The new Production Line report format appears. Notice that the report format icon is marked with a small "D" (for default format). 5. Create three report headings (or sections) as follows: Under Report heading, click the Create button. Type the name of the first heading, Levels and click OK. Repeat this procedure for the two other headings and name them Flow gauges and Pumps. Click OK to return to the Report Formats dialogue. 6. Click the Levels report heading in the tree view. 7. Click the Browse button. The Object Browser dialogue appears. 8. In the Object Browser, click the RawMaterials icon in the tree view. The list of objects in the right pane will now only show the ChlorineLevel object we created. 9. Arrange the Report Formats dialogue and the Object Browser window so that you can view both. Select the ChlorineLevel object in the right pane of the Object Browser window and drag it onto the right pane of the Report Formats dialogue. When a + sign appears, drop the object name. 10. Click the Flow gauges report heading in the tree view. 11. In the Object Browser, click the Global icon in the tree view. The list of objects in the right pane will now show all objects in this area. 12. Under List filter settings, type q* to list all objects starting with q.

28 13. Hold down CTRL and select q1 average, q2 average, q3 average and q4 average. 14. Drag the objects onto the Report Formats dialogue. When a + sign appears, drop the objects. The Report Formats dialogue should now look like this. 15. Click the Preview button to see what the report will look like for the operator. After the configuration is installed, the operator will be able to choose the Production Line report format in the Periodical Reports program. To learn how the operator generates a periodical report, click here.

29 Chapter 3: The IGSS Starter Program 3.1 IGSS Starter (single user or server station) Introduction The function of the IGSS Starter module is to activate or de-activate a given process control mimic aka a configuration. It s found in the IGSS 8.0 start menu. Upon clicking the module s icon, the module appears on screen as a bar and has the same appearance regardless of which station type is selected on the Station tab in System Configuration. (The default setting here is Single and the other choices are Operator or Server.) The indication lamp symbol to the right in the bar is always red when Manual is chosen as the so-called launch mode. This symbol changes its color to green when the configuration itself is activated by clicking the Start button on the IGSS Starter bar. (Click See Also above for details about what happens when operator station is chosen as station type.) How it looks The figure below shows the IGSS Starter bar that appears after clicking the IGSS Starter icon when initiating a connection to an IGSS server as a Single user or Server station in Manual launch mode. Startup mode On the Data Collection tab in System Configuration, you decide how you want to launch the IGSS Starter by selecting one of the following three options: This option Manual launches the module without activating the PLC drivers, data collection or data reduction. The indication lamp is red (as in the figure above) because nothing has been activated. You must first click the

30 This option Auto Supervise launches the module Start button (lamp goes green), then the Supervise button to view the process visualisation of the configuration. and automatically activates the PLC drivers, data collection and data reduction. The indication lamp is green and blinking, and the progress bar to the right of the lamp is running. When the progress bar reaches its limit, you then click the Supervise button to view the process visualisation of the configuration. and automatically activates the PLC drivers, data collection and data reduction. The IGSS Starter bar is briefly seen on screen with all its buttons greyed out while modules are activating and the process visualisation mimic is loaded. The indication lamp is green and blinking, and the progress bar to the right of the lamp is running. Finally, the Supervise message dialogue box appears informing the user that the startup procedure will take a few moments after which the mimic appears and the supervise mode is active. Access control You can password-protect the Start IGSS and Stop IGSS commands in the User Administration module. Users who are permitted to start and stop the configuration must be members of a user group that have the global right Can use system commands. Refer to the Help function in User Administration for further information. The right click menu in the IGSS Starter bar After activating the IGSS Starter, the starter bar appears as a kind of banner at the top edge of the screen. This is the bar s default setting, which can be altered by right clicking anywhere on its blue background to call up the menu. Here is where to access to detailed information on the state of the configuration, which is primarily used for debugging and troubleshooting purposes, as well as settings for altering the position of the IGSS Starter bar on screen. How it looks The figure below shows the right click menu activated after clicking in the IGSS Starter bar.

31 Right click menu: Detailed status The figure below shows the Detailed status menu item s content for a so-called single user station. Notice that the fields at the top other than Station type are not filled in because this information is irrelevant for a single user system. In the Application states field is a list of the drivers configured in System Configuration for the process visualisation mimic or configuration in question. Further down the list are the IGSS modules needed to activate the configuration mimic. The PID (Process IDentification) column is the same number identification scheme used by Windows, the Auto column indicates if the PLC driver or module has been automatically initialised at the time the IGSS Starter was activated, under the State column a status is written for the given driver and module and under Error message the cause for failure to initialise is briefly described. The very first entry called <DriverInitApp> relates to a Windows registry setting. This is an IGSS specific key, which is placed in the registry as a pre-processing routine before the PLC drivers in the configuration are started. It is used in cases where it is necessary to reset certain software or hardware parameters before activating the IGSS configuration.

32 At the bottom of the IGSS detailed status dialogue box are the two buttons Launch and Kill. By highlighting an application in the list, the one or the other of the buttons becomes active. Launch activates an inactive application and Kill terminates an active application. WARNING: Using the Launch and Kill buttons haphazardly can cause serious problems in running the SCADA 1 system with possible loss of process data or even system crashes. This functionality should only be used by experienced IGSS engineers for troubleshooting or debugging purposes. Right click menu: Setup The figure below shows the parameters in the Setup menu for the IGSS Starter bar, which the user can choose to alter the position of the bar and the way in which it can be manipulated on screen. If any one of the first four settings in the Start position group (Top, Bottom, Left, Right) are selected together with the setting Auto hide in the Options group, then the Starter bar will disappear from the screen. To bring it up again, move the mouse cursor to the specific edge of the screen defined in the Start position group and the Starter bar will reappear. 3.2 IGSS Starter (operator station) Introduction The function of the IGSS Starter module is to activate or de-activate a given process control mimic aka a configuration. It s found in the IGSS 8.0 start menu. 1 Supervisory Control & Data Acquisition

33 Upon clicking the module s icon, the module appears on screen as a bar and has the same appearance regardless of which station type is selected on the Station tab in System Configuration. (The default setting here is Single and the other choices are Operator or Server.) The indication lamp symbol to the right in the bar is always red when Manual is chosen as the so-called launch mode. This symbol changes its color to green when the configuration itself is activated by clicking the Start button on the IGSS Starter bar. (Click See Also above for details about what happens when Single user or Server station is chosen as station type.) How it looks The figure below shows the IGSS Starter bar that appears after clicking the IGSS Starter icon when initiating a connection to an IGSS server as an Operator station in Manual launch mode. Startup mode On the Data Collection tab in System Configuration, you decide how you want to launch IGSS Starter by selecting one of the following three options: This option Manual Auto launches the module without activating the PLC drivers, data collection or data reduction. The indication lamp is red because (as in the figure above) nothing has been activated. You must first click the Start button, which then calls up Operator connection options dialogue box from which you choose the IGSS server to connect to. Finally, the Supervise button must be clicked to bring up the process visualisation of the configuration. and automatically activates the PLC drivers, data collection and data reduction and other modules chosen on the Startup tab in System Configuration. The Operator connect options dialogue immediatetly appears on top of the IGSS Starter bar where you determine to which IGSS server you wish to connect. If the connection is successful, a yellow network symbol appears together with the blinking green lamp. After a few seconds, when the progress bar reaches its limit, you then click the Supervise button to bring up the process

34 This option launches the module visualisation of the configuration. Supervise and automatically activates the PLC drivers, data collection and data reduction. The IGSS Starter bar is briefly seen on screen with all its buttons greyed out while modules are activating and the process visualisation mimic is loaded. The indication lamp is green and blinking, and the progress bar to the right of the lamp is running. Finally, the Supervise message dialogue box appears informing the user that the startup procedure will take a few moments after which the mimic appears and the supervise mode is active. Operator station startup screens When initiating a connection to an IGSS server as an operator station, you will see the following dialogue box after clicking the Start button (in the case of a Manual launch) or after clicking the IGSS Starter icon (in the case of an Auto launch). Here you choose the IGSS server to which you wish to connect. If no other choice is made, a connection will automatically be attempted to the IGSS server shown as default in the drop down box. The first check box below the Connect to server group, Start as single user backup system, is greyed out until the Auto start as single backup server check box on the Server & Backup tab in System Configuration is selected. The next check box, Don t show this dialog again, is activated immediately after selection and can be made to reappear by holding the Shift key on the keyboard down when clicking on the IGSS Starter.

35 After successfully connecting to the IGSS server, the process of downloading the configuration from the server to the operator station s hard disk is initiated by the appearance of the following Windows progress bar. Access control You can password-protect the Start IGSS and Stop IGSS commands in the User Administration module. Users who are permitted to start and stop the configuration must be members of a user group that have the global right Can use system commands. Refer to the Help function in User Administration for further information. The right click menu in the IGSS Starter bar After activating the IGSS Starter, the starter bar appears as a kind of banner at the top edge of the screen. This is the bar s default setting, which can be altered by right clicking anywhere on its blue background to call up the menu. Here is where to access to detailed information on the state of the configuration, which is primarily used for debugging and troubleshooting purposes, as well as settings for altering the position of the IGSS Starter bar on screen. How it looks The figure below shows the right click menu activated after clicking in the IGSS Starter bar. Right click menu: Detailed status The figure below shows the Detailed status menu item s content for an operator station. Notice the fields at the top. The Station type field shows that we re looking at an Operator, My station name is the name keyed in on the Station tab in System Configuration. Underneath we can see that the name of the server, the operator station is connected to, is the same that was keyed in on the Station tab in System Configuration. And finally, in the Network state field is the status of the network connection from the operator to the server.

36 In the Application states field is a list of the drivers configured in System Configuration for the process visualisation mimic or configuration in question. Further down the list are the IGSS modules needed to activate the configuration mimic. The PID (Process IDentification) column is the same number identification scheme used by Windows, the Auto column indicates if the PLC driver or module has been automatically initialised at the time the IGSS Starter was activated, under the State column a status is written for the given driver and module and under Error message the cause for failure to initialise is briefly described. The very first entry called <DriverInitApp> relates to a Windows registry setting. This is an IGSS specific key, which is placed in the registry as a pre-processing routine before the PLC drivers in the configuration are started. It is used in cases where it is necessary to reset certain software or hardware parameters before activating the IGSS configuration. At the bottom of the IGSS detailed status dialogue box are the two buttons Launch and Kill. By highlighting an application in the list, the one or the other of the buttons becomes active. Launch activates an inactive application and Kill terminates an active application.