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ETAP PowerStation 4.0

User Guide

Copyright 2001 Operation Technology, Inc.

All Rights Reserved This manual has copyrights by Operation Technology, Inc. All rights reserved. Under the copyright laws, this manual may not be copied, in whole or in part, without the written consent of Operation Technology, Inc. The Licensee may copy portions of this documentation only for the exclusive use of Licensee. Any reproduction shall include the copyright notice. This exception does not allow copies to be made for other persons or entities, whether or not sold. Under this law, copying includes translating into another language. Certain names and/or logos used in this document may constitute trademarks, service marks, or trade names of Operation Technology, Inc. or other entities. • Access, Excel, ODBC, SQL Server, Windows NT, Windows 2000, Windows Me, Windows

98, Windows XP, and Microsoft Word are registered trademarks of Microsoft Corporation. • AutoCad is a registered trademark of Autodesk. • Oracle is a registered trademark of Oracle Corporation. • PowerPlot is a registered trademark of Jackson & Associates. • Crystal Reports is a registered trademark of Seagate Software. • MATLAB and Simulink are registered trademarks of MathWorks • Screen shot(s) reprinted by permission from Microsoft Corporation. Operation Technology, Inc. believes that the information contained herein is accurate as of its publication date, and such information is subject to change without notice. This information is provided “as is” without warranty of any kind, either expressed or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. Operation Technology, Inc. assumes no responsibility for errors or omissions in this publication or any other documents referenced in this publication.

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Chapter 4

User Access Management

PowerStation relies on two tiers of user access control to provide program security. The first level is provided by the operating system under which PowerStation is running (Windows 98, NT, 2000, Me, or XP). In the case of Windows NT, 2000, or XP, the user must be an authorized user as determined by the operating system administrator. When using Windows 98 or Me, the user must have logged on the PC with a valid user ID if one is required by the operating system.

Operation Technology, Inc. 4-1 ETAP PowerStation 4.0

PowerStation provides the second level of access control by assigning one or more of the nine access level permissions available in PowerStation to an authorized user for each individual project. These access levels are:

Off-Line User Access Management

(PowerStation)

On-Line User Access Management

(PSMS) Administrator X X Project Editor X X Base Editor X - Revision Editor X - Checker X - Browser X - Librarian X - Controller - X Operator - X

Users may be assigned one, all, or any combination of access level permissions, but each user must have at least one access level permission to open a project. The level of access and responsibility are different for each permission. A user may access a project under only one permission level at a time. If a password is not required for a project, PowerStation will automatically default to the highest assigned permission level for that user and open the project. While passwords are recommended for optimal security, they are not required. The Administrator is responsible for assigning and maintaining the status of the other users and their permissions and passwords only. As an administrator, you do not have access to the project one-line diagram, underground system, or editors. The first level of authority on a given project is Project Editor, which has access to all functions except disabling accounts and changing passwords. It should be noted that Project Editors and Base Editors CANNOT be Checkers for the same engineering (equipment) data that they have added or modified. You can have access to the same project as a Checker (if Checker access level permission has been assigned to you), but you cannot check the same data that you have modified. The PowerStation libraries, which are stored in Microsoft compound files, are opened in Read Only mode for all access levels except Project Editor and Librarian. Project Editor and Librarian can open the libraries in Read/Write mode. Consequently, only one user can access a library at any given time. Changes made to the PowerStation libraries are not permanent until the user saves the entire library, either explicitly or when prompted while quitting the program. PowerStation project data are stored via ODBC (in non-exclusive mode) and CANNOT have multiple readers or writers at the same time. PowerStation data is structured in such a way that transactioning support by the database is not required. This chapter consists of the following sections: • Access Levels • User Management • Creating A New Project File • Opening An Existing Project File


User Access Management Access Levels

4.1 Access Levels When a PowerStation project file is created or opened, there are several functions that can be done with each device or the entire project. The use of these functions varies for different access levels. These functions can be categorized in two groups: Group 1 Changes Group 2 Changes Move Elements Add (Drop) Elements Change Element Sizes Cut (Delete) Elements to Dumpster Change Element Symbols Copy Elements to Dumpster Change Element Annotation Orientation Paste Elements from Dumpster Edit Engineering Properties Move Elements from Dumpster Change Operating Status Connect Elements Hide or Show Protection Devices Purge Elements from Dumpster Autoroute Connections Re-sizing Elements (UGS) Change Bus to Node Symbols or the reverse Merge Data Revisions to Base Data Purge Data Revisions Merge Data Revisions to other Revisions

4.1.1 Administrator The Administrator access level is only for user management and cannot access projects for editing. This means that an Administrator can access any project file for administration purposes, but not for editing the project. The Administrator is responsible for establishing and maintaining all user access control on a specific project basis. The Administrator can: • Add, modify, or delete user accounts and passwords • Add, modify, or delete user access levels The Administrator cannot delete himself/herself or a user while he/she has a project open and running. Once assigned, only the Default Administrator, Admin, may delete a user from the Administrator permission. Also note that if two or more administrators have been assigned to a project, one can delete the other. Every project must have at least one user with Administrator access. There is a permanent administrator with the user ID Admin that cannot be deleted from the project. When you create a new project, the password for Admin is defaulted to password. Note that if a project requires a password and Admin is the only administrator, if you change the password for Admin and forget the password, you cannot add, delete, or modify user access levels for this project, i.e., you cannot open this project; there is no back door around this. We recommend that either you do not require a password, do not change the Admin password, or that you have multiple Administrators and record your password.

4.1.2 Project Editor Project Editor is the highest access level to project files. When a new project file is created, PowerStation will automatically log you in as a Project Editor.



In the on-line mode (PowerStation Management System, PSMS) the Project Editor constructs the project database, creates and audits field equipment software interfaces, and can upload the database to the PSMS Server. The Project Editor can perform any function involved with the engineering, installation, or operation of PSMS, including taking the system off-line and performing control operations (if equipped.) Project Editor is the highest access level to project files.

Can Change CANNOT Change User Access Management X Project Data / Defaults X Base Data X Revision Data X Group 1 Changes X Group 2 Changes X Configuration Status X Library Data X Library Path X

4.1.3 Base Editor Base Editor access is more restrictive than Project Editor access. The Base Editor cannot change the library data nor access the User Access Management functions.


4.1.4 Revision Editor Revision Editor access is more restrictive than the Base Editor. The Revision Editor can change Revision Data only, i.e., the Revision Editor cannot change Base Data.

Can Change CANNOT Change User Access Management X Project Data / Defaults X Base Data X Revision Data X Group 1 Changes X Group 2 Changes X Configuration Status X Library Data & Path X



Note that you need to access a project as a Project Editor or Base Editor in order to add or rearrange the one-line diagram or the underground raceway systems. Revision Data reflects the difference (delta) between the engineering properties in the Base and Revision Data. Therefore, if a new substation needs to be added and studied for future installation, you need to add it to the system as a Base Editor. The elements in this substation can be flagged Out of Service for the Base Data so they would not change the results of the existing system.

4.1.5 Checker Checker access level is provided for verification of the engineering properties for both Base and Revision Data.

Can Check CANNOT Change User Access Management X Project Data / Defaults X Base Data Yes X Revision Data Yes X Group 1 Changes X Group 2 Changes X Configuration Status X Library Data X Library Path X

When you logon as a Checker, you are provided with a Checker dialog box (as shown below) to verify changes to the engineering properties.

Checker dialog box for Cable 11 before and after it is checked by a user



Edited By Displayed here are the user name (ID) and the date that the properties of the selected element(s) were last changed. In this case, the last user who has modified Cable11 is OTI on 4-17-2000. Note that OTI might have changed one or a number of properties of Cable11.

Checked By After you click on the Check button, your user name (ID) and the date are stamped as the checker for this element and displayed here. In this case the user name is MyName, who has checked this element on 4-20-2000.

Filter By Use this command to select the elements you wish to check from the pop-up list provided by PowerStation.

Element Type Select from the list box which elements you want to view for checking. This list includes: • Entire System • All Generators & Loads • All Branches • All Protective Devices • All Meters • All DC Elements • Dumpster • Individual AC Elements • Individual AC-DC Elements • Individual DC Elements • Individual UGS Elements • Composite Motors • Composite Networks

Skip Checked Elements Use this command if you do not want to view elements that have already been checked.

Date Use this command to display a range of dates when changes have taken place. You can change the dates by clicking on Select Dates and entering new dates, as shown below:



Display Editors Use this command to display the editors for the elements that you are checking. From the editor, you see any change or modification of individual fields displayed in red.

Check/Uncheck Data

When you click on the Check button, the color changes to blue and a red check mark appears in the corner. If you click again, it will uncheck the selected element.

Check All Press this button to check all unchecked elements. PowerStation requests confirmation for this command.

Controlled Dumpster The controlled dumpster is a mechanism for locking information into the dumpster and is used only when the PowerStation project is passwords-enabled. When PowerStation cuts any elements from a UGS or OLV, the dumpster cell to which the elements are assigned is designated as a controlled dumpster cell. When the dumpster cell is designated as a controlled dumpster, the designation has NO meaning unless the project is passwords enabled. When passwords are enabled, the controlled dumpster is treated as a special entity with the following attributes: 1. The controlled dumpster is displayed as a controlled dumpster by displaying the designation (C) or

(CC) on its title (in the Dumpster list window). • The designation C (Controlled Dumpster Cell) is used to indicate that this is a controlled

dumpster cell which is not checked. These cells cannot be purged until they are checked. • The designation CC (Checked Controlled Dumpster Cell) is used to indicate that this is a

controlled dumpster cell and it has been checked by a checker. A user with Project or Base Editor permissions can purge these cells.

2. The background of a (C) controlled dumpster is painted the color of INI values, ControlUGSColor or

ControlOLVColor. The background is painted in the specified color only when the project setting has “Project/Options/Display changed data in RED” selected or the project user is a Checker.



3. When moving a cell from a controlled dumpster to the one-line diagram or UGS, two behaviors are exhibited:

• If the controlled dumpster cell is a (C) dumpster, the elements are simply moved as normal, i.e., no

special action is taken to flag elements checked or unchecked. The dumpster cell is then destroyed as normal.

• If the controlled dumpster cell is a (CC) dumpster, the elements are moved as normal but, in addition, all property values are forced dirty and are flagged as unchecked (will show red in the editors). This is, for all purposes, identical to dropping a new element on the one-line diagram or UGS. The dumpster cell is then destroyed as normal.

4. When in checker mode, the controlled dumpster cells appear in the checker’s list and can be

checked as any other element can be checked. The act of checking a controlled dumpster changes its designation from (C) to (CC). This also sets the dumpster background color to normal.

5. A Project Editor (or Base Editor) cannot purge a controlled dumpster with designation (C).

The Project Editor can purge a controlled dumpster with designation (CC). The checker must check a controlled dumpster cell before it can be purged.

4.1.6 Browser Browser access level does not allow any modification of the project or library data. With this access level you can view the one-line diagram and underground raceway systems, browse the editors and libraries, and print.


4.1.7 Librarian The Librarian can browse the project file and modify the library data.




4.1.8 Operator Operator access level is used for on-line mode. Operator access level allows the user to acknowledge alarms, playback system actions, and run simulation studies (predicting system response to operator actions) based on the latest system or stored data.

4.1.9 Controller Controller access level is used for on-line mode. Controller access level gives the user the authority to control, take elements out of service, set operating limits, set alarm levels, and set PSMS to supervisory control, in addition to the permissions that an operator has. The Controller can perform operations for monitoring and control of the electric system. The Controller is restricted from reloading the PSMS Server database. The Controller can take the PSMS system off-line, save the console database, perform electric system control operations, and pin protective devices and meters.


User Access Management User Management

4.2 User Management The User Manager dialog box will come up when you logon as an Administrator.

As an Administrator you can add, modify, and delete user accounts, but cannot access the project itself. To access the project, you must close the User Manager dialog box and re-open the project with another access level. There is a permanent administrator with the user ID Admin that cannot be deleted from the project. When you create a new project, the password for Admin is defaulted to password.

4.2.1 Change Password Click on this button to change the password of a user. Passwords can be up to 12 characters long.



4.2.2 Disable Password Click on this button to enable, disable, or change the password requirements for this project. Project files can be set up with or without user password requirements. Passwords are recommended for optimal security. If a password is required, every user must enter their user name and password before accessing the project. If a user forgets their name or password, the project administrator must reset the passwords. If a password is not required for a project, PowerStation will automatically add the user name to the user list for the project and default to the highest assigned permission level (Project Editor) and open the project. Every project must have at least one user with Administrator access. There is a permanent administrator with a user ID Admin that cannot be deleted from the project. When you create a new project, the default password for Admin is password. Logon as Admin to open the User Manager dialog box to disable or enable the password requirement at any time.

4.2.3 User Information The User Information dialog box allows you to add new users or modify existing users (full name and password), and assign various combinations of access level permissions. This dialog box is similar to the one that you get when you create a new project, except here the Administrator can delete users and disable user accounts.

User Name The logon user name is displayed here. The user name cannot be changed from here.



Full Name Enter or modify the full name of the user here. This information will not be printed in any report and is only available to the project administrator for identification of users. Description This field is used to describe the type of user for further identification by the project administrator and will not be printed in any report. For projects that do not require a password, the default for this field is Instant User.

Access Level Permission Select one or all access levels permitted for this user.

OK Saves the information on the page to the access list.

Delete This button is active when you bring up the User Information dialog box from the User Manager dialog box. The Delete button is used to delete a selected user from the user list.

4.2.4 Add User The Add User dialog box is similar to the User Information dialog box except you can enter the user name and password.

4.2.5 ODBC Parameters



Driver Options

Buffer Size The Buffer Size is the internal buffer, in kilobytes, that is used to transfer data to and from PowerStation to the associated project database. The PowerStation project default for the Buffer Size is 4096.

Page Timeout The Page Timeout specifies the period of time, in tenths of a second that an unused page of data remains in the buffer before being removed. The PowerStation project default for the Page Timeout is 600.

Database The User ID and Password are associated with the database itself. When you open the database using a third party database manager (such as Microsoft Access), the database will require the User ID and Password to open it. This User ID and Password are not to be confused with the PowerStation logon and password, which enable you to open and edit the PowerStation project.

User ID This is where you input the third party database manager’s User ID.

Password Enter the third party database manager’s password to authorize the proper access level to the project.

Oracle Database The Connect String (DBQ) must be entered here in order to associate this PowerStation project database with your Oracle file server system. The default DBQ is setup for a personal Oracle database. If the Oracle database is different, then the correct DBQ and User ID must be specified here. Contact your database administrator for these parameters.


User Access Management Creating A New Project File

4.3 Creating A New Project File To create a new project, click on New Project in the File menu or the first button on the Project Toolbar.

Project File

Name Enter a new name for the Project File Name, up to 30 characters. PowerStation prevents you from entering illegal characters for the project name.

Directory PowerStation automatically sets up a subdirectory in the PowerStation directory for your new project. If you want to place your project in a different subdirectory, click on Browse to select a directory.

Unit System Select English or Metric as the default unit system for your project. Note that after a project is created you can change the defaults at any time. However, after a project is created, you must change the defaults for each element individually.

Password Project files can be set up with or without passwords, but passwords are recommended for optimal security. If a password is required, every user must enter his/her user name and password before accessing the project. If a password is not required for a project, PowerStation will automatically add the user name to the user list for that project and default to the highest assigned permission level (Project Editor) and open the project. If you store project files locally on your computer and you can control access to your computer and project files, you do not need to use the password requirement.

ODBC

Driver Select MS Access, Oracle, or SQL Server from the list box. Note that the ODBC driver must be installed in your computer with the Data Source set to otiaccess.

4-14 ETAP PowerStation 4.

See Section 4.2.4, Advanced ODBC Parameters. Advanced Parameters

Operation Technology, Inc. 0

User Access Management Opening An Existing Project File

4.4 Opening An Existing Project File To open an existing project file, click on Open in the File menu or click on the second button on the Project Toolbar, and then select a file with an .OTI extension from the Open dialog box.

4.4.1 Logon The Logon dialog box is then provided to enter your user name and password, if a password is required. The user name which you used to logon to Windows (NT, 2000, 95, or 98) is placed here as the default. If you have changed your user name for this project, you will need to use that name to log on to this project.


User Access Management Opening An Existing Project File

If this project does not require a password and this is the first time you are accessing this project, you will be logged in automatically as a Project Editor and will be added to the project user list as an Instant User. If your user name is listed in the project user list (because you have opened this project before or the administrator has added your name to the user list), then you will be logged in with the highest access level available to you, i.e., Project Editor, Base Editor, Revision Editor, Checker, etc.

Project File

Name This is the file name for the file you are currently working on. Compact Database The Compact Database feature will optimize the database, removing discarded information and all elements deleted from the Dumpster, as well as other data that is no longer being used by PowerStation. When deleting or updating a Microsoft Access database, the database will become fragmented and may not grow in proportion with your project size. This feature is used to de-fragment and compact the database. In most cases the size of the database is reduced. It will not remove columns of information added to the PowerStation database through a third party database manager such as Microsoft Access. You may also compact a Microsoft Access database by selecting Control Panel/ODBC, which runs the ODBC Data Source Administrator dialog. For more details, see Chapter 2, Section 3, Configuring ODBC. When you select the Compact Database command, the ODBC Data Source Administrator automatically compacts your Microsoft Access database when the project is closed. If this project requires a password, PowerStation prompts you to open the project file with one of the access levels available to you. Only those access levels assigned to you are available for selection; all others are grayed out. Select a desired access level (except Administrator) in the Select Access Level dialog box. Click on OK. The project file will then be opened. Note that if you have only one access level permission, PowerStation does not prompt you for access level selection and automatically logs you in with that access level.


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