proficy process systems* - gnrct.ro industrial/pps.pdf · installations except for hmi/scada...

ProficyProcess Systems*

G E T T I N G S T A R T E D

V e r s i o n 2 . 1 0

2 0 1 2

GFK-2487E

first draftGetting Started with Proficy Change Management 1

All rights reserved. No part of this publication may be reproduced in any form or by any electronic or mechanical means, including photocopying and recording, without permission in writing from GE Intelligent Platforms, Inc.

Disclaimer of Warranties and Liability

The information contained in this manual is believed to be accurate and reliable. However, GE Intelligent Platforms, Inc. assumes no responsibilities for any errors, omissions or inaccuracies whatsoever. Without limiting the foregoing, GE Intelligent Platforms, Inc. disclaims any and all warranties, expressed or implied, including the warranty of merchantability and fitness for a particular purpose, with respect to the information contained in this manual and the equipment or software described herein. The entire risk as to the quality and performance of such information, equipment and software, is upon the buyer or user. GE Intelligent Platforms, Inc. shall not be liable for any damages, including special or consequential damages, arising out of the use of such information, equipment and software, even if GE Intelligent Platforms, Inc. has been advised in advance of the possibility of such damages. The use of the information contained in the manual and the software described herein is subject to GE Intelligent Platforms, Inc. standard license agreement, which must be executed by the buyer or user before the use of such information, equipment or software.

© 2012 GE Intelligent Platforms, Inc. All rights reserved.

Trademarks

© 2012 GE Intelligent Platforms, Inc. All rights reserved. * Trademark of GE Intelligent Platforms, Inc.

All other brands or names are property of their respective holders. Any other trademarks referenced herein are used solely for purposes of identifying compatibility with the products of GE Intelligent Platforms, Inc.

Notice

GE Intelligent Platforms, Inc. reserves the right to make improvements to the products described in this publication at any time and without notice.

We want to hear from you. If you have any comments, questions or suggestions about our documentation, please send them to the following email address:

[email protected]

Contents1 Welcome to Proficy Process Systems* 1

Engineering Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Operator consoles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3System Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Important Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Requirements for Optional Components . . . . . . . . . . . . . . . . . . . . . . . 8Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Product Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Hardware Key Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

General Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Americas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Europe, the Middle East, and Africa (EMEA) . . . . . . . . . . . . . . . . . . 20

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Asia Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

2 Engineering Workstation 23Logic Developer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Hardware Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Engineering Workstation Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

iFIX* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29CIMPLICITY* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Servers, Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Proficy* Process Systems 2.10 iGFK-2487E

3 EGD 31EGD Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Device Configuration tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33EGD Management Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34EGD Management Edition OPC Server . . . . . . . . . . . . . . . . . . . . . . . . . 34

4 Operator Console 35iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Running and Online System Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . 36Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

5 Application Server 37iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

6 System Server 39Historian Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Web and Non-Web Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Historian OLE DB Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Excel Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Historian SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

7 Change Management 43Using Proficy Change Management for the First Time . . . . . . . . . . . . . . 44Centralized Storage & Version Control . . . . . . . . . . . . . . . . . . . . . . . . . . 46Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Audit Trailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Custom Project Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Factory Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Index 49

ii Proficy* Process Systems 2.10 first draft

ii Proficy* Process Systems 2.10 GFK-2487E

1 Welcome to Proficy Process Systems*Congratulations on your purchase of Proficy Process Systems. Proficy Process Systems is a complete, tightly integrated, seamless process control system with PACSystems/PAC8000 Controllers, Proficy* HMI/SCADA, and Proficy* production management software to provide control, optimization, and performance management to manage and monitor batch or continuous manufacturing. It delivers the tools required to design, implement, document, and maintain an automated process. These tools are as follows: Engineering Workstation* Operator Consoles Application Servers

Proficy Process Systems includes these products, optional components, and features:

Products to install Proficy* HMI/SCADA (iFIX or CIMPLICITY): two separate HMI applications. Logic Developer: a software tool for programming the full line of GE IP

Controllers. For more information, see Logic Developer: Getting Started (GFK-2485Q).

Optional Components System Server Components: applications for alarm and EGD data

management as well as collection. Change Management: a version control, security, and audit trail system.

Other Features Ethernet Global Data (EGD) tools:

EGD Configuration Server: enables you to publish function block data created with Engineering Workstation on an operator console or Application Server. This tool is included with the installation of both HMI/SCADA products with Engineering Workstation.

EGD Management tool: provides a high-level view of the EGD system published on the EGD Configuration Server. This tool is included with all installations except for HMI/SCADA CIMPLICITY on an operator console.

Proficy* Process Systems 2.10 1GFK-2487E

W e l c o m e t o P r o f i c y P r o c e s s S y s t e m s *1

EGD Management Edition OPC Server: consumes function block data published on the EGD Configuration Server. This tool is included with all installations except for HMI/SCADA CIMPLICITY on an operator console.

OPC client: browses the EGD Management Edition OPC Server for function block data consumed from the EGD Configuration Server. This device communication protocol is included with the installation of HMI/SCADA CIMPLICITY on an operator console.

Advanced, high-precision standard function blocks for use with Logic Developer in Engineering Workstation.

OLE for Process Control (OPC): a data and I/O information transfer protocol providing interoperability among devices from different manufacturers.

Web Access features that access real-time HMI data any time, from anywhere.

E n g i n e e r i n g W o r k s t a t i o n

Engineering Workstation is an environment with these components: Logic Developer An HMI/SCADA product

Proficy HMI/SCADA iFIX with the Proficy Alarm and Event (AE) OPC Server and the Proficy Alarm Viewer

- or - Proficy HMI/SCADA CIMPLICITY (without SQL Express)

- or - Proficy HMI/SCADA CIMPLICITY (with SQL Express)

Note: Installing SQL Express with CIMPLICITY may take a significant amount of time.

EGD Configuration Server EGD Management tool (EMT) EGD Management Edition OPC Server Proficy Process Systems Notification Service

For more information about working with Engineering Workstation, see “Engineering Workstation” on page 23.

2 Proficy* Process Systems 2.10 GFK-2487E

W e l c o m e t o P r o f i c y P r o c e s s S y s t e m s *

O p e r a t o r c o n s o l e s

An operator console installation includes an HMI/SCADA product with separate components: Proficy HMI/SCADA iFIX - or - Proficy HMI/SCADA CIMPLICITY EGD Management tool (EMT) EGD Management Edition OPC Server Proficy Alarm and Event (AE) OPC Server Proficy Alarm Viewer Proficy Process Systems Notification Service

For more information, see “Operator Console” on page 35.

A p p l i c a t i o n S e r v e r s

An Application Server installation includes an HMI/SCADA product with separate and common components: Proficy HMI/SCADA iFIX - or - Proficy HMI/SCADA CIMPLICITY EGD Management tool (EMT) EGD Management Edition OPC Server Proficy Alarm and Event (AE) OPC Server Proficy Alarm Viewer Proficy Process Systems Notification Service

For more information, see “Application Server” on page 37.

S y s t e m S e r v e r C o m p o n e n t s

A System Server Component installation provides options to install: Historian Proficy Process Systems Historian Tags Service EGD OPC Server EGD Configuration Server EGD Management tool Proficy Alarm Viewer Proficy AE OPC Server Proficy Process Systems Notification Service Proficy Common Licensing

For more information, see “System Server” on page 39.



Important Product Information1

I M P O R T A N T P R O D U C T I N F O R M A T I O NFor last-minute information, release notes, and supported hardware for Proficy Process Systems products, see the Important Product Information (IPI) document on the DVD. There are several ways to view this document: When installing Proficy Process Systems, select Important Product

Information on the initial Launcher screen. Browse the root folder of the DVD and double-click IPI_PPS.chm. On the Proficy Process Systems Engineering Workstation Help menu,

choose Important Product Information. When running Proficy Process Systems Engineering Workstation, click the

InfoView tab in the Navigator, expand the Proficy Process Systems library, and then double-click the Important Product Information page.

When running Proficy Process Systems Engineering Workstation, click Home on the InfoViewer toolbar, then to the left, under Get Started, click

What’s New.


W e l c o m e t o P r o f i c y P r o c e s s S y s t e m s *System Requirements

S Y S T E M R E Q U I R E M E N T S

Opera t ing Systems

The table below is the list of the operating systems that each Proficy Process Systems product supports:.

Notes

1. Windows XP Professional SP3 (32-bit version).

2. Windows 7 Professional or Ultimate (32- and 64-bit versions).

3. Windows 2008 Standard or Enterprise Edition SP2 (32-bit versions) - or - Windows 2008 R2 (64-bit version).

4. If the EGD OPC Server needs to run as a regular server, follow these directions:

a. Go to the command prompt, and change directory to c:\Program Files\Proficy\EGD OPC Server

b. On the c:\Program Files\Proficy\EGD OPC Server> command prompt, enter EGDDrv regserver

c. Restart your system, and ensure that the EGDDrv Server is not listed as a service in Services.

5. If Proficy Process Systems Historian Tags Service does not start automatically after a system start up, follow these directions:

a. Click Start, click Run, enter Regedit in the open box, and click OK.

Windows version support

Proficy Process Systems Product

XP1 72 20083

Engineering Workstation

Yes Yes Not supported

Operator console with HMI/SCADA iFIX

Yes Yes Yes4

Operator console with HMI/SCADA CIMPLICITY

Yes Yes Yes

Application Server Yes Yes Yes4

System Server Yes Yes Yes4, 5



System Requirements1

b. In HKEY_LOCAL_MACHINE\SYSTEM\, locate CurrentControlSet\Services\PPSHistTagsSync i. In the right pane, select DependOnService. ii. Right-click DependOnService, and delete it.

c. In HKEY_LOCAL_MACHINE\SYSTEM\, locate ControlSet001\Services\PPSHistTagsSync

i. In the right pane, select DependOnService.

ii. Right-click DependOnService, and delete it.

d. In HKEY_LOCAL_MACHINE\SYSTEM\, locate ControlSet003\Services\PPSHistTagsSync i. In the right pane, select DependOnService. ii. Right-click DependOnService, and delete it.

e. Restart the system. Wait for 2 minutes, and ensure that the Proficy Process Systems Historian Tags Service is running.

More Notes Some components of the Proficy Process Systems products may not be

supported on some operating systems. For detailed information, refer to the product's installation guide.

As a system, Proficy Process Systems no longer supports Windows Vista. Individual components of Proficy Process Systems may still support Windows Vista.

As a system, Proficy Process Systems no longer supports Windows 2003. Individual components of Proficy Process Systems may still support Windows 2003.

As a system, Proficy Process Systems no longer supports Windows 2000. This includes the Windows 2000 Advanced Server. Individual components of Proficy Process Systems may still support Windows 2000.

Install a full version of .Net Framework v1.1, v3.5 SP1, v4.0 and Windows installer 4.5 on Windows operating systems.

Enable .Net Framework v3.5 SP1 and Desktop Experience in the Server-Manager features list on Windows 2008.Internet Explorer



The table below is an overview of the regional settings on localized operating systems that each Proficy Process Systems product is supported on.

Notes

1. Regional settings include numbers, currency, time, and date settings.

2. The Historian component in System Server is not supported on Windows 2008 SP2. For detailed information, refer to known issues.

In ternet Explorer

Internet Explorer 6.0 or greater

Note: Install Internet Explorer before installing Proficy Process Systems.

Hardware Minimum: Intel Core Duo or AMD Athlon 64 X2 with 3 GB RAM Recommended: When running multiple Proficy Process Systems software

elements on one computer—Engineering WorkStation, System Server, and Application Server—we recommend 2.6 GHz Intel Core i series with 4 GB RAM.

3 GB hard disk space. This includes: 2 GB hard disk space for Logic Developer

Caution: After installing Proficy Process Systems and the .NET Framework, do not install an older or beta version of the .NET Framework, otherwise the newest version of .NET Framework fails.

Operating system language

Proficy Process Systems Product

Regional Settings1 English

German or French

(single-byte)

Simplified Chinese

(double-byte)

Russian (Cyriliic)

Engineering Workstation

U. S. Yes Yes Yes Yes

Local

Operator console U. S. Yes Yes Yes Yes

Local Yes Yes Yes

Application Server U. S. Yes Yes Yes Yes

Local Yes Yes Yes

System Server U. S. Yes Yes2 Yes2 Yes2

Local




and either 240 MB hard disk space for iFIX

- or -

800 MB hard disk space for CIMPLICITY Additional hard disk space for sample projects, temporary files, and growth TCP/IP-compatible network interface adapter Ethernet adapter DVD drive Device communication interfaces for your HMI product

Note: The EGD Management Edition OPC Server is automatically installed with Engineering Workstation installations, with CIMPLICITY on Application Server installations, and with iFIX on all installation types. If you install CIMPLICITY on an Operator Console, it uses its native OPC Client to communicate.

If relational database software is used with CIMPLICITY or iFIX, one of these must be installed: Microsoft SQL Server 2000 (Service Pack 4) Oracle 9i or greater Microsoft Access 2000 or greater (iFIX only)

One parallel port or free direct-connect USB port for licence keys. Some touch screens, pointing devices, and I/O drivers require a serial port. Additional ports for I/O hardware should be ordered with the computer.

SVGA or better color graphics monitor and a 100% IBM-compatible, 24-bit graphics card capable of 800x600 resolution and at least 65,535 colors

Two-button mouse or compatible pointing device (such as a touch screen)

R e q u i r e m e n t s f o r O p t i o n a l C o m p o n e n t s

Consider these system requirements if you install any of these optional components.

System Server Components Windows XP Professional or Windows Server 2003. Windows XP or greater

is required for the Alarm and Event archiver. Internet Explorer 6.0 or greater Microsoft IIS (Internet Information Server) for systems with Historian Web

Administrators



Network interface software for network communications. The TCP/IP network protocol is required.

SQL Server 2000 or greater is required for “Use Existing SQL Server” option in alarm and event archiving configuration

Microsoft Office 97 SR-1 or greater, Office 2000, Office XP, or Office 2003 for the Historian Excel add-in

Historian Server hardware requirements Pentium 4-based 2.0 GHz or better computer with 1 GB RAM CD-ROM drive 100 MBit TCP/IP-compatible network interface adapter for network

communication and certain I/O drivers Monitor capable of at least 1024x768 resolution 80 GB free hard drive space for the data archives, message files, buffer files,

and log files used by the system

Data Collector node hardware requirements Pentium 4-based 2.0 GHz or better computer with 512 MB RAM 40 GB free hard drive space to store buffered data CD-ROM drive TCP/IP-compatible network interface adapter for network communication and

certain I/O drivers

Microsoft Cluster service hardware requirements Pentium 4-based 2.0 GHz or better computer with 1 GB RAM 80 GB of local free hard drive space 40 GB shared SCSI hard drive (RAID preferred) Two 100 Mbit TCP/IP-compatible network interface adapters for network

communication and certain I/O drivers (one for public network, another for private network)

Note: The configuration of each server added to the cluster must be identical to the other servers in the cluster.

EGD Management Edi t ion OPC Server Windows Vista, Windows XP Professional (Service Pack 3 or greater), or

Windows Server 2003

Software installed with the EGD Management Edition OPC Server: EGD Management tool (EMT) EGD generic editor EGD Configuration Server Hardware key driver if using a keyed GE product




Prof icy Change Management Server Windows XP Professional (Service Pack 3) or Windows 2003 Server (SP2

R2)

Note: Proficy Change Management is not supported in environments with Microsoft Terminal Services or Microsoft Cluster Server. Windows Vista, Windows XP Tablet PC Edition, and Windows XP Embedded are not supported.

Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit) Internet Explorer v7.0, Internet Explorer v6.0 Service Pack 1 or greater, or

Internet Explorer v5.5 with Service Pack 2 Q810847 or greater

Hardware Requirements 2.0 GHz Pentium-based computer recommended

Note: See your sales representative for server system recommendations based on your projected number of Manager clients and the projected size of your project database.

20 GB free hard disk space, plus storage space for project files 512 MB RAM (1 GB recommended) Microsoft Visual SourceSafe 6.0d Build 31222 or greater, or Visual

SourceSafe 2005

Note: 6.0d is acquired by installing the Microsoft Visual Studio 6 SP6 update. For details, see Microsoft's web site at www.microsoft.com.

Prof icy Change Management c l ient Windows XP Professional (Service Pack 3) or Windows 2003 Server (SP2

R2)

Note: Proficy Change Management is not supported in environments with Microsoft Terminal Services or Microsoft Cluster Server. Windows XP Tablet PC Edition, and Windows XP Embedded not supported.

Internet Explorer v7.0, Internet Explorer v6.0 Service Pack 1 or greater, or Internet Explorer v5.5 with Service Pack 2 Q810847 or greater

Hardware Requirements 1.5 GHz Pentium-based computer 50 MB hard disk space, plus storage space for project files (start with 500

MB) 512 MB RAM (1 GB recommended) Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit)



Prof icy Change Management Scheduler Engine Windows XP Professional (Service Pack 3) or Windows 2003 Server (SP2

R2)

Note: Windows Vista, Windows XP Tablet PC Edition, and Windows XP Embedded are not supported.

Proficy Change Management client Internet Explorer v5.5 with Service Pack 2 Q810847 or greater, or Internet

Explorer 6.0 with Service Pack 1 or greater

Hardware Requirements 1.5 GHz Pentium-based computer 50 MB hard disk space in addition to hard disk space for Proficy Change

Management client 512 MB RAM (1 GB recommended) Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit)



Installation1

I N S T A L L A T I O NIf you have problems installing Proficy Process Systems, please contact Technical Support (see page 20).

To ins ta l l Prof icy Process Systems Engineer ing Worksta t ion1. Start the Proficy Process Systems installation process.

Place the Proficy Process Systems installation DVD in the DVD drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the DVD.

2. Click Engineering Workstation to start the installation process.

Follow the on-screen prompts in the Proficy Process Systems Setup dialog, clicking Next until you are asked to select the components to install.

If a previous version of Proficy Process Systems is installed on your computer, you are prompted to uninstall it during the upgrade process. Do so only when asked to by the installation process. Do not delete files left behind during uninstallation; these are used by the new version.

3. Select the appropriate installation options.

In the Proficy Process Systems Setup dialog, choose one of the HMI/SCADA products.

Note: If installing HMI/SCADA CIMPLICITY, you can choose whether or not to install it with SQL Express.

Logic Developer

Note: By default, Logic Developer is selected for installation. Engineering Workstation cannot run without Logic Developer.

4. Finish the installation.

Continue with the installation, following the prompts on each screen until done.

Important: By default, the EGD Configuration Server, EGD Management tool, EGD Management Edition OPC Server, and Proficy Nofication Layer are installed with Engineering Workstation regardless of the HMI product you installed.


W e l c o m e t o P r o f i c y P r o c e s s S y s t e m s *Installation

To ins ta l l Prof icy Process Systems operator console1. Start the Proficy Process Systems installation process.


2. Click Operator Console to start the installation process.



In the Proficy Process Systems Setup dialog, install one of the HMI\SCADA products.



To ins ta l l Prof icy Process Systems Appl ica t ion Server1. Start the Proficy Process Systems installation process.


2. Click Application Server to start the installation process.



In the Proficy Process Systems Setup dialog, install one of the HMI/SCADA products.



Important: By default, the EGD Configuration Server, EGD Management tool, EGD Management Edition OPC Server, and Proficy Nofication Layer are installed with Engineering Workstation regardless of the HMI product you installed.



Installation1

To ins ta l l System Server Components1. Start the Proficy Process Systems installation process.


2. Click System Server to start the installation process.

3. Choose to install either the System Server or the Historian components. They can not be installed at the same time. The installation process will need to be executed a second time if you want to install them both.

4. If you want to install the System Server, click System Server.

Follow the on-screen prompts in the Proficy InstallShield Wizard dialog, clicking Next until you are asked to select the components to install.

5. Select the components that will be installed.



7. If you want to install Historian then re-launch the Setup.exe, click System Server, then click Historian.

Follow the on-screen prompts in the Proficy InstallShield Wizard dialog, clicking Next until you are asked to select the components to install.


In the InstallSheild Wizard dialog, install the following: Historian Server

Historian Server

Administrative Web Site (requires IIS 4.0). If you select this option, the Historian Server is selected.

Alarm and Event Archiver. If you select this option, the Historian Server is selected.

Note: Install this feature to process Proficy Process Systems Alarms and Events.

Collectors

Choose from 11 collectors, or select the Collectors option to select all. Historian Excel add-in Historian Administrator Proficy Historian client tools. This option is automatically selected. Historian Documentation & Help



Historian Help & documentation Historian sample applications

OLE DB

OLE DB driver

OLE DB samples



10. Select whether or not to restart your computer, and then click Finish.

To ins ta l l V isual Source Safe1. Start the Visual Source Safe installation process.

Place the Visual SourceSafe installation CD in the CD-ROM drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the CD.

2. Click Install.

Follow the on-screen prompts on the Installation Wizard for Visual SourceSafe 6.0d dialog, clicking Next, Continue, or OK.


Click OK, and then click Finish.

Important: Install Visual SourceSafe before installing Proficy Change Management Server; otherwise, the Change Management Server installation fails.

To ins ta l l the Prof icy Change Management Server

Proficy Change Management Server stores and manages the project database, which is kept under version and access control. The Server uses Microsoft Visual SourceSafe (a proven, reliable management program) for its version control system.

1. Ensure that the installation of Microsoft Visual SourceSafe used by Proficy Change Management has the latest patches and service packs (at least v6.0d build 31222 or Visual SourceSafe 2005). For more information, see “To install Visual Source Safe”.

2. Ensure to install the Server during normal business hours for Product Authorization (between 8 a.m. and 4 p.m. Mountain Time). You must authorize the Change Management Server; authorization personnel are available only during those times.



Installation1

3. To use the Intellution iFIX custom product module, install iFIX to the same directory location on all Proficy Change Management client computers with the same set of projects.

4. Start the Change Management installation process.Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the DVD.

5. Click Change Management.Follow the on-screen prompts in the Proficy Process Systems Setup dialog, clicking Next until you are asked to select the components to install.

6. Select the appropriate installation options.In the Proficy Process Systems Setup dialog, install: Change Management client

Under Support Product Modules, all products to be used with Change Management

Scheduler Change Management Server

The icon next to a feature indicates its install state. A red X means the feature will not be installed. Click the icon to open a menu that enables you to change the install state for that feature. When done, click Next.Notes

The Modicon ProWORX module is included if you have ProWORX NxT installed on the local computer. This means you cannot launch ProWORX NxT except from the Proficy Change Management environment. To use Proficy Change Management without ProWORX NxT projects, clear the Modicon ProWORX module installation option.

If you have the Windows Firewall active (installed with Windows XP SP2 or Windows Vista), you are asked whether you want Change Management to be added to the exceptions list. If you decline (or if you enable the firewall at a later date), you will have to manually enable the appropriate executable files in the exceptions list before using Change Management.

7. Finish the installation.Continue with the installation, following the instructions on each screen.When the Proficy Change Management Server configuration dialog appears, click OK to accept the default settings. Do not change any of the specified information unless the SourceSafe database or Audit Trail database is moved from its default installation location.



Note: To use Audit Trailing, share the Audit Trail database folder on the Proficy Change Management Server with “Read” permissions. This enables users to read audit trail data.

To ins ta l l the Prof icy Change Management c l ient

Install Change Management client on each computer that accesses the Change Management Server. Change Management client is included when you install a Change Management Server. You do not need to install the client separately on the Server computer.

To install Change Management client, on the client computer, follow these steps:

1. Ensure that the Change Management client computer has a valid Ethernet network connection to the computer running the Change Management Server.

2. To use the Intellution iFIX custom product module, install iFIX to the same directory location as that of all other Proficy Change Management client computers with the same set of iFIX projects.

3. Start the Change Management installation process.

Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you have Autoplay enabled, the installation launcher splash screen should appear. If it does not appear, run Setup.EXE on the root directory of the DVD.

4. Click Change Management.Follow the on-screen prompts in the Proficy Process Systems Setup dialog, clicking Next until you are asked to select the components to install.

5. Select the appropriate installation options.In the Proficy Engineering Workstation Setup dialog, install the following: Change Management client

Under Product Support Modules, all products to be used with Change Management

(Optional) Scheduler The icon next to a feature indicates its install state. A red X means the feature will not be installed. Click the icon to open a menu to change the install state for that feature. When done, click Next.Notes

Ensure that Change Management Server is not selected to be installed.

The Modicon ProWORX module is included if you have ProWORX NxT installed on the local computer; that is, you cannot launch ProWORX NxT except from the Proficy Change Management environment. To use Proficy



Installation1

Change Management without ProWORX NxT projects, clear the Modicon ProWORX module installation.

If you have the Windows Firewall active (installed with Windows XP SP2 or Windows Vista), you are asked whether you want Change Management to be added to the exceptions list. If you decline (or if you enable the firewall at a later date), you will have to manually enable the appropriate executable files in the exceptions list before using Change Management.



7. You must specify the default Change Management Server for this client installation.

For information on using the Change Management Server the first time, see “Using Proficy Change Management for the First Time” on page 44.


W e l c o m e t o P r o f i c y P r o c e s s S y s t e m s *Product Authorization

P R O D U C T A U T H O R I Z A T I O N

Before developing projects in Proficy Process Systems, you must authorize the software. If not, you have unrestricted use of the software’s features for only a short trial period. The authorization process takes only a few moments and enables you to take advantage of any product support for which you qualify.

To see the products you are currently authorized for, on the Proficy Process Systems Help menu, point to Product Authorization and choose Authorize Software. The Product Authorization dialog appears. If you have a hardware key in a USB port, select Show Hardware Keys to view the authorizations provided by that key.

H a r d w a r e K e y A u t h o r i z a t i o n

Hardware key authorization requires a special USB hardware key. This key contains internal settings that enable the use of specific products and is set by your dealer or retailer.

Hardware key authorization is for Windows Vista or Windows XP, and requires a free USB port on your computer.

Important: If a component is not enabled on your hardware key, you can install it but you cannot launch or use it.

To author ize Prof icy Process Systems products wi th a hardware key1. Locate a free USB port on your computer.

The USB port is often located on the front or back of your tower case, or in the side of a laptop computer. Sometimes a USB port is on your computer’s monitor.

2. Plug the hardware key into the USB port.

The first time you plug the key into a USB port, a progress dialog appears, indicating that Windows is updating its system settings with the new hardware. After the dialog disappears, the settings stored in the hardware key are active. You can use the authorized Proficy Process Systems products.

Leave the hardware key in the port while using Proficy Process Systems. If you remove the key, authorization for those products vanishes.

To move authorization to another computer, remove the hardware key from the source computer and plug it into a USB port on the destination computer.



Contact Information1

C O N T A C T I N F O R M A T I O NIf you purchased this product though an Authorized Channel Partner, please contact them directly.

G e n e r a l C o n t a c t I n f o r m a t i o n

Online Technical Support & GlobalCare: www.ge-ip.com/support

Comments about our manuals or online help: [email protected]

Additional information: www.ge-ip.com

Solution Provider: [email protected]

Authorization: [email protected]

T e c h n i c a l S u p p o r t

If you have technical problems that cannot be resolved with the information in this guide, please contact us by telephone or email, or on the web at www.ge-ip.com/support.

A m e r i c a sOnline Technical Support: www.ge-ip.com/supportPhone: 1-800-433-2682International Americas Direct Dial: 1-780-420-2010 (if toll free 800 option is unavailable)

Technical Support Email: [email protected] Care Email: [email protected] Sales: [email protected]

Primary language of support: English

E u r o p e , t h e M i d d l e E a s t , a n d A f r i c a ( E M E A )Online Technical Support: www.ge-ip.com/supportPhone: +800 1-433-2682 EMEA direct dial: +352-26-722-780 (if toll free 800 option is unavailable or dialing from a mobile telephone)

Technical Support Email: [email protected] Care Email: [email protected] Sales: [email protected]

Primary languages of support: English, French, German, Italian, Czech


W e l c o m e t o P r o f i c y P r o c e s s S y s t e m s *Contact Information

A s i a P a c i f i cOnline Technical Support: www.ge-ip.com/support

Phone: +86-400-820-8208+86-21-3217-4826 (India, Indonesia, and Pakistan)

Technical Support Email: [email protected] (China)

[email protected] (Japan)[email protected] (other Asian locales)

Customer Care Email: [email protected]

[email protected] (China)



Contact Information1


2 Engineering WorkstationProficy Process Systems Engineering Workstation enables you to develop and configure your process system. An Engineering Workstation installation includes the following: Logic Developer Proficy Process Systems Notification Service HMI/SCADA iFIX

- or - HMI/SCADA CIMPLICITY (with or without SQL Server)

When you install an HMI product with Engineering Workstation, you are installing an operator console. This enables you to monitor and control the process. For more information, see “Operator Console” on page 35.

When you install iFIX, the Proficy Alarm Viewer and Proficy OPC Alarm and Event (AE) Server are installed. When you install HMI/SCADA(iFIX or CIMPLICITY), the EGD Configuration Server, EGD Management tool, and EGD Management Edition OPC Server are also installed. For more information, see “EGD” on page 31.

Optional components that you can install with Engineering Workstation are: System Server Change Management



Logic Developer2

L O G I C D E V E L O P E RProficy Logic Developer is next-generation software for programming GE IP Controllers. Logic Developer provides all tools to create powerful process applications. You can configure your Controller hardware, create and edit logic, upload and download projects, and monitor and debug process program execution.

Features: Function Block Diagram (FBD) editor Hardware Configuration Ladder Diagram (LD) editor Structured Text (ST) editor

Logic Developer is a complete solution for automation application development in one package. Logic Developer has an integrated development environment and tools. You spend more time building applications; less time learning the software.

For detailed information about Proficy Logic Developer, see the Logic Developer online help and Proficy Logic Developer: Getting Started (GFK-2485Q.pdf) on the installation DVD or at www.ge-ip.com/support.


E n g i n e e r i n g W o r k s t a t i o nLogic Developer

The following illustrates a Logic Developer project:

P r o j e c t s

Before creating a Logic Developer project, consider: The primary components your project will contain. The GE IP Controller your project will run on.

With Logic Developer, you can build multiple projects for your requirements.

Want to know more? See the Projects section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “projects” and choose “Projects: an Overview”.

Navigator

Inspector

Data Watach

Feedback Zone

InfoViewer

Toolchest

Companion



Logic Developer2

T o o l s

Project development is supported by various tools, each of which is opened with a button on the Tools toolbar.

Tool descriptions:

Navigator: A docking tool window with a set of tabs displaying information about your development system in a hierarchical tree structure, similar to Windows Explorer.

Feedback Zone: A docking window displays several types of output information generated by Logic Developer.

Inspector: Lists properties and current settings for a selected object or element.

Data Watch: A run-time debugging tool to monitor and edit variable values.

Toolchest: A powerful storehouse of objects you can add to your project. You can drag most items directly from the Toolchest into Logic Developer editors.

Companion: Provides useful tips and information while you work.

InfoViewer: An embedded Web browser that displays online help, reports, and documentation associated with a project or target.

V a r i a b l e s

The Variables tab of the Navigator contains variables. A variable is a named data storage space. A variable name represents a memory location in the target Controller with the variable’s Ref Address property value.

O p t i o n s

The Options tab of the Navigator contains option and preference settings. Options are organized into folders and pages.

Want to know more? See the Tools section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “tools” and choose “Tools Toolbar”.

Want to know more? See the Variables section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “variables” and choose “Variables: an Overview”.

Want to know more? See the Options section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “options” and choose “Options tab (Navigator)”.


E n g i n e e r i n g W o r k s t a t i o nLogic Developer

T a r g e t s

A target represents a run-time destination of the program(s) developed with Logic Developer. Each target contains all components for that target. Proficy Process Systems Logic Developer supports the following GE families of Controllers: PACSystems RX7i PACSystems RX3i

A target is present in a project when you use a template to create the project. A project can contain multiple targets.

One target is required for each Controller in your project, except with CPU redundancy. In this case, one target contains a Primary Hardware Configuration and a Secondary Hardware Configuration, which correspond to the primary Controller and secondary Controller.

Communications with a PACSystems is required for storing and loading programs or monitoring data values and Controller Status. Connect to a Controller from Logic Developer over a serial, Ethernet, or modem connection, depending on the Controller’s capabilities.

Target Controller: Validates your targets Works offline or online with a Controller. Uploads from or downloads to a Controller. Sets a Controller to Run or Stop mode while online in programmer mode.

H a r d w a r e C o n f i g u r a t i o n

Logic Developer supports PACSystems Controllers with their respective CPUs, racks, and modules. The Logic Developer Hardware Configuration (HWC) enables you to configure target equipment.

Want to know more? See the Targets section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “targets” and choose “Targets: an Overview”.

Want to know more? See the Interacting with a Controller section in the Proficy Logic: Developer Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “interacting” and choose “Working with Targets”.

Want to know more? See the Hardware Configuration section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “Hardware Configuration: an Overview”.



Logic Developer2

E n g i n e e r i n g W o r k s t a t i o n H e l p

Engineering Workstation includes detailed online help to access specific help topics while working. Use the InfoViewer or Companion to access help.

Want to know more? See the Engineering Workstation Help section in the Proficy Logic Developer Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “help” and choose “Finding information in the Help”.


E n g i n e e r i n g W o r k s t a t i o niFIX*

i F I X * Windows-based HMI/SCADA component of GE’s family of software

automation products Based on open component-based technology Enables easy integration, interoperability between your plant floor and

business systems Includes functional and architectural features that reduce automation project

design time Enables simple system upgrades and maintenance Provides seamless integration with third-party applications Increases productivity

SCADA (Supervisory Control and Data Acquisition) portion of iFIX provides: Monitoring Supervisory control Alarms Control functions Absolute integrity of data Complete distributed networking capabilities

The HMI portion of iFIX is the window into your process. It provides all tools to develop pictures that operators use to monitor your process.

For detailed information, see the iFIX online help and the Getting Started with iFIX.pdf on the installation DVD or at www.ge-ip.com/support.



CIMPLICITY*2

C I M P L I C I T Y * Windows-based HMI/SCADA component of GE's family of software

automation products Scalable from a Human Machine Interface (HMI) to a fully networked

Supervisory Control and Data Acquisition (SCADA) system The networking capabilities achieves integration levels that virtually eliminate

redundant configuration in a network. Based on a client–server architecture with Servers and Viewers. Flexibility to build a larger system with multiple smaller nodes without having

to purchase expensive server hardware.

S e r v e r s Collect, distribute data Licensed to collect data from 75, 150, 300, 700, 1500 or unlimited number of

device points. Exempted from the point count are:

Virtual points: they reside only in the computer

Points collected by another server. This I/O count architecture satisfies customers with small single node systems, and leverages CIMPLICITY's strong client-server architecture for multi-node systems.

V i e w e r s Connect to Servers Full access to collected data to view and control actions

S e r v e r s , V i e w e r s Servers and Viewers are easily networked together to seamlessly share data

without replicating your point database from node to node. For example, points are configured on a server only once. Screens are developed and stored in one location on the network and accessed by any other CIMPLICITY display on the network.

For detailed information, see CIMPLICITY online help.


3 EGDEthernet Global Data (EGD) is the primary Ethernet-based peer-to-peer communications protocol for data and command exchanges for GE IP Controllers. EGD enables repeated transmission of data exchanges from a Controller (producer) to other devices such as HMIs (consumers). A producer supports several exchanges, and any of these can be configured to be sent to a specific consumer (unicast), to multiple consumers in a group (multicast), or to all consumers on a network (broadcast).

The primary advantages of EGD are in distributed control applications that consist of multiple Controllers with a supervisory layer consisting of HMI/SCADA nodes sharing a common Ethernet network. Controllers produce data that interested consumers (like an HMI) collect in configurable sets of transmitted data packets.

Proficy Process Systems has three EGD tools to communicate between Engineering Workstation and your HMI products: EGD Configuration Server EGD Management Tool EGD Management Edition OPC Server


E G D3

Distributed Control

The following diagram demonstrates how EGD works. There are four devices in the Ethernet Global Data exchange: two PACSystems Controllers, a computer running Engineering Workstation, and an operator console with iFIX.

Controller A produces Exchanges 1 and 2 and consumes none. Controller A’s logic triggers an event to generate a Command message to Controller B.

Controller B produces Exchange 3 and consumes Exchange 2.

The computer produces no exchanges and consumes Exchanges 1 through 3.

Exchange 1 is unicast. Exchange 2 multicast, where a single produced exchange is subscribed to by more than one consumer.

iFIX on an operator console updates to the Configuration Server on the computer.

The configuration of each device is available in the Configuration Server on the computer (can be located on any computer on the network). The EGD Management tool generates EGD status and communication statistics.

Note: Proficy Process Systems supports redundant supervisory networks and Run Mode Store (RMS). Redundant supervisory networks enable a redundancy


E G DEGD Configuration Server

connection between operator console(s) and Logic Developer. RMS automatically synchronizes all EGD exchanges in the EGD Configuration Server.

E G D C O N F I G U R A T I O N S E R V E R Central repository for all EGD nodes on a network to expose their producer

and consumer configuration files. Enables each device configuration tool to store EGD configuration

information, which can be shared with other information-requesting tools. Configuration information is shared in a file repository with an XML schema,

representing EGD configuration. Can be installed on the same computer with configuration tools or different

computer.

D e v i c e C o n f i g u r a t i o n t o o l Configures entire device and EGD Transfers EGD configuration information to or from the Configuration Server

following its workflow, but adhering to the EGD configuration style Validates the device configuration and EGD Reports inconsistencies

Note: If EGD Configuration Server is removed or is no longer accessed by the EGD Management Edition OPC server, all configuration to run the EGD OPC server can be saved as a binary file (.EGD extension), or a .CSV file, regardless of whether the configuration source is manual or extracted from ProducedData.xml files. In both file types, structure variable information is also saved.

For more information, refer to the EGD Management Edition OPC Server online help.

Want to know more? In the EGD Management Edition OPC Server online help, search for “Supporting Redundant Supervisory Networks for Proficy Process Systems”. In the Engineering Workstation online help index, look up “Run Mode Store (RMS)”.

Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “EGD Configuration Server: Integration with Logic Developer”.


E G D

EGD Management Tool3

E G D M A N A G E M E N T T O O LThe EGD Management tool (EMT) is optional and has these features: Presents graphical view of the hierarchical and topological view of the EGD

network with animation for data flow, and health monitoring exceptions Provides offline reporting of configuration conflicts and statistics to analyze

the EGD network Monitors online transmission errors health Launches device configuration tool to edit device EGD configuration Provides online mode for EGD health overview. In this mode, EGD command

messages gather statistics and health information from each capable EGD device.

E G D M A N A G E M E N T E D I T I O N O P C S E R V E R Also named EGD OPC Server v7.40 or greater Provides interface and communications protocol between the EGD service

and your process control software Enables GE's HMI products to collaborate with other EGD-enabled products Exposes EGD data to third-party OPC clients Acts as an EGD data consumer: it can receive, process, and make use of all

EGD samples sent to the host computer with unicast, multicast, or broadcast Automates its configuration with information stored on the common EGD

Configuration Server. For more information, see “EGD Configuration Server” on page 33.

The EGD Configuration PowerTool configures how the OPC Server consumes data from the target producers. The EGD Management tool can be accessed from the PowerTool. For more information, see “EGD Management Tool” on page 34.

For more information about the EGD OPC Server, see the EGD Management Edition OPC Server online help.

Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “EGD Management tool”.


4 Operator ConsoleProficy Process Systems operator consoles monitor and control a process at run time. Operator consoles include: EGD Management Edition OPC Server EGD Management tool (EMT) EGD Configuration Server Alarms and alarm messages Proficy Process Systems Notification Service

I F I XA Proficy Process Systems operator console with HMI/SCADA iFIX also includes: HMI/SCADA iFIX with faceplates OPC Alarm and Event (AE) Server

Want to know more? In the Engineering Workstation online help index, look up “EGD Management Edition OPC Server connection” and “EGD Management tool.” For alarms and alarm messages, see the HMI/SCADA (iFIX or CIMPLICITY) online Help.

Want to know more? See the HMI/SCADA iFIX online Help. Also, in the Engineering Workstation online help index, look up “OPC AE Server”.


O p e r a t o r C o n s o l e

CIMPLICITY4

C I M P L I C I T YA Proficy Process Systems operator console with HMI/SCADA CIMPLICITY includes: HMI/SCADA CIMPLICITY with faceplates CIMPLICITY object builder

R U N N I N G A N D O N L I N E S Y S T E M M O N I T O R I N G

1. Enable and test Proficy Process Systems Engineering Workstation.

2. On a Proficy Process Systems operator console, enable and test your system as follows: Start the HMI run time to monitor the overall process control system. Start the Alarm Viewer for alarm monitoring. Verify the validity of the HMI faceplates and graphics. Verify that alarms are being reported to the Alarm Viewer and that alarm

acknowledgments are being received by the Controllers. Verify that Historian is capturing the correct historical data. Test the validity of the Controller, network, and I/O bus redundancy.

S U P P O R T E D C O N F I G U R A T I O N SProficy Process Systems can be configured in one of the following ways:

Want to know more? See the HMI/SCADA CIMPLICITY online Help.

Want to know more? In the Engineering Workstation online help index, look up “Engineering Workstation”. See the HMI/SCADA (iFIX or CIMPLICITY) online Help.

Complete Configuration Basic Configuration

Engineering Workstation Engineering Workstation

One or more operator consoles N/A


5 Application ServerThe Proficy Process Systems Application Server provides a client/server architecture. Proficy Process Systems HMI/SCADA CIMPLICITY enables your process system to integrate with a CIMPLICITY application.

The Application Server in Proficy Process Systems HMI/SCADA iFIX enables you to extend your HMI/SCADA to include a database, third party devices, and virtual tags.

I F I XA Proficy Process Systems Application Server with HMI/SCADA iFIX includes: HMI/SCADA iFIX with faceplates EGD Management Edition OPC Server EGD Management tool (EMT) EGD Configuration Server OPC Alarm and Event (AE) Server Proficy Process Systems Notification Service

Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the Engineering Workstation online help index, look up “EGD Management Edition OPC Server connection”, “EGD Management tool,” and OPC AE Server.”


A p p l i c a t i o n S e r v e r

CIMPLICITY5

C I M P L I C I T YA Proficy Process Systems Application Server with HMI/SCADA CIMPLICITY includes: HMI/SCADA CIMPLICITY with faceplates EGD Management Edition OPC Server EGD Management tool (EMT) EGD Configuration Server OPC Alarm and Event (AE) Server Proficy Process Systems Notification Server

S U P P O R T E D C O N F I G U R A T I O N SProficy Process Systems can be configured in one of the following ways:

Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the Engineering Workstation online help index, look up “EGD Management Edition OPC Server connection” and “EGD Management tool.”

Complete Configuration Basic Configuration

Engineering Workstation Engineering Workstation

One or more operator consoles N/A


6 System ServerThe System Server provides EGD configuration, historical data, alarm and event data, and project HMI configuration to all other elements in Proficy Process Systems. The System Server contains the same components regardless of the HMI/SCADA software being used. EGD Proficy Alarm Viewer Proficy AE OPC Server Proficy Process Systems Historian Tags Service Proficy Process Systems Notification Service Proficy Common Licensing

For information about EGD, see “EGD” on page 31.

Proficy Historian is a high performance data archiving system that efficiently collects, stores, and retrieves time-based information at extremely high speed. A typical architecture includes: Historian Server Collectors Clients

A typical Historian System includes: One or more Historian Data Collectors with various collection interfaces One or more Historian Servers One or more Historian Web Administrators or Non-Web Administrators Historian OLE DB Provider One or more Excel Add-In packages, installed on any client node Programs using Historian SDK (Software Development Kit)

All clients communicate with the System Server through the Historian API.

For detailed information about Proficy Historian, see the Historian online help and Proficy Historian Getting Started.pdf on the installation DVD or at www.ge-ip.com/support.


S y s t e m S e r v e r

Historian Server6

H I S T O R I A N S E R V E RThe Historian Server is the central point for managing all client and collector interfaces, storing and (optionally) compressing data and retrieving data. Tag data (numbers, strings, BLOBs) is stored in a proprietary format in the archive database. The archive database consists of several files; each file represents a specific time period of historical data.

If licensed for the Alarm and Event option, then the Historian Server also manages the storage and retrieval of OPC alarms and events in an SQL Server or MSDE database.

C O L L E C T O R SHistorian includes several types of data collectors for collecting data from a variety of applications, such as iFIX 2.6 and greater, FIX 6.5 and greater, CIMPLICITY 5.5 and greater, OPC 1.0 or 2.0, OPC Alarms & Events, files (csv or xml), and OSI PI.

The Calculation collector performs math and analysis on Historian data and stores the results on the server. The Server-to-Server collector has the same calculation capabilities as the Calculation collector, storing the results on a remote server.

C L I E N T SClient applications retrieve archived data through the Historian API. The Historian API is a client/server programming interface that maintains connectivity

Want to know more? See the Historian Server section in the Proficy Historian: Getting Started manual.

Want to know more? See the Historian Data Collectors and Historian File Collector sections in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up the “Historian Data Collectors” chapter in the Table of Contents.


S y s t e m S e r v e rWeb and Non-Web Administrators

to the Historian Server and provides functions for data storage and retrieval in a distributed network environment.

W E B A N D N O N - W E B A D M I N I S T R A T O R SHistorian Web Administrators run on any client(s) on the Internet or Intranet. They connect to the Historian system through the Administration web site, which is installed with the Historian Server. To support administration through a Historian Web Administrator, first install and run the Microsoft® Internet Information Server (IIS). You are not required to install IIS on the Historian Server. After IIS is installed, remote clients with Internet Explorer 5.5 or greater can use the Administration web site. If you installed client tolls on the IIS computer, you can use the Administration web site from the server.

You can install the Historian Non-Web Administrator on any computer(s) connected to the Historian Server through the API. With Historian Non-Web Administrators, you do not need to install IIS.

H I S T O R I A N O L E D B P R O V I D E RThe Historian OLE DB Provider is a data access mechanism where you can query Historian product data using Structured Query Language (SQL) or other client reporting tools.

The Historian OLE DB Provider enables regulated industries to create reports with applications such as Seagate® Crystal Reports. It also enables current Historian product users to integrate with other databases such as SQL Server, and other third-party OLE DB-compliant applications.

Want to know more? In the Proficy Historian online help, look up the “Guidelines for Working with Clients” chapter in the Table of Contents.

Want to know more? See the Historian Web Administrators vs. Non-Web Administrators section in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up the “Using the Historian Administrator” chapter in the Table of Contents.

Want to know more? In the Proficy Historian online help, look up the “Using the Historian OLE DB Provider” chapter in the Table of Contents.


S y s t e m S e r v e r

Excel Add-In6

E X C E L A D D - I NThe Historian Excel add-in is a useful tool for presenting and analyzing data stored in archive files. It enables you to design custom reports of selected data, automatically process the information, and analyze results. You can also perform tag maintenance functions in Historian, such as adding tags, importing or exporting tags, or editing tag parameters.

H I S T O R I A N S D KThe Software Development Kit (SDK) enables you to write Visual Basic (VB) or Visual Basic for Applications (VBA) scripts. You can create scripts to perform selected repetitive or complex tasks or to create a custom user interface. To use the SDK, create a VB/VBA project with the SDK as a project reference.

Want to know more? See the Excel add-in section in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up the “Using the Historian Excel add-in” chapter in the Table of Contents.

Want to know more? See the Historian SDK section in the Proficy Historian: Getting Started manual or see the Historian SDK online help.


7 Change ManagementProficy Change Management is a powerful, flexible automation system management tool to protect and coordinate all your projects throughout your system’s life cycle. Version control, centralized storage, security, automatic backups and more are all included.

Proficy Change Management provides: Centralized Storage & Version Control: Tracks projects and safely stores

previous versions. This ensures that everyone uses the correct files and databases, and virtually eliminates work loss.

Access Control: Allows only users with approved security to access, modify projects

Audit Trailing: Tracks who did what, when, and why Scheduler: Enables automatic completion of repetitive tasks such as

backups and compares GE Proficy Software support: Integrated with other Proficy software to

provide a complete solution with Logic Developer, CIMPLICITY, iFIX Third-party project support: Configured for variety of popular automation

products from Rockwell, Siemens, Schneider, Modicon ProWORX, Logicmaster 90-30 and 90-70, and Fanuc CNC

Factory Layouts: Organize your projects to better fit your company’s structure, making it easier for users to navigate to a project.

Reporting Tools: Generate detailed audit trail reports Electronic Signatures: For regulated companies. Provides an extra level of

control by requiring signatures for changes made to projects.

For detailed information, see the Change Management online help and Proficy Change Management for Proficy Process Systems Getting Started (GFK-2486Q.pdf) on the installation DVD or at www.ge-ip.com/support.


C h a n g e M a n a g e m e n t

Using Proficy Change Management for the First Time7

U S I N G P R O F I C Y C H A N G E M A N A G E M E N T F O R T H E F I R S T T I M EWhen using Proficy Change Management for the first time, the administrator must set up users and assign passwords to enable them to access the Proficy Change Management database on the server.

For detailed information, see “To install the Proficy Change Management Server” on page 15 and “To install the Proficy Change Management client” on page 17.

Using Prof icy Process Systems wi th Change Management1. Click , point to Programs, then Proficy, then Proficy Process

Systems, and then click Proficy Process Systems.The Change Management Log On dialog appears.

2. Log on as “Administrator”.

Leave the password blank. For Domain, select the network domain of the Proficy Change Management Server, if required. For Server, enter the Proficy Change Management Server computer name.Not sure where server is located? Click Browse Network to see available computers or click Scan for Servers to scan the network (may take several minutes).Click OK.

3. If asked to select a Theme, choose Change Management, then click OK.

Themes are pre-configured sets of tools, toolbars, and other options for a specific product or type of user.

4. Check out the Access Control folder.In the Manager tab of the Navigator, right-click the Access Control folder, and choose Check Out Access Control. Check out this folder to edit and configure users, groups, permissions.

5. Set up a password for the Administrator user.Create a unique password for the Administrator user in the Access Control folder. This user always has full access to Proficy Change Management and databases.

If you do not create a password for this user, anyone can log in as an Administrator.For details on configuring Access Control, see Chapter 4 in Proficy Change Management for Proficy Process Systems Getting Started (GFK-2486Q), or look up “Access Control: an Overview” in the Proficy Change Management online help.


C h a n g e M a n a g e m e n tUsing Proficy Change Management for the First Time

6. Recommended: Add users.Add users to the Access Control folder and assign them unique names and passwords. The users you configure are associated with the Server you are logged on to.

7. Recommended: Set up groups for your users.After creating groups, configure their access permissions, then assign users to groups.

8. Perform Product and Site-specific Modifications.

Depending on installed custom project modules, you may need to perform site-specific modifications. See the Release Notes tab for the Change Management product in Important Product Information document (IPI), PME_IPI_for_PPS.chm. A link to this document is in the root folder of the installation CD.IMPORTANT: After performing site-specific modifications, check in all changed setting files under the “Custom Project Settings” folder in the Navigator. Do this only once; other Change Management Clients automatically acquire updated product type settings when connecting to the Change Management Server.

9. Check in the Access Control folder.

10. Exit Proficy Change Management.Users added to the Change Management Server can log in from any client. When site-specific modifications are complete, check in all changed setting files under “Custom Project Settings” folder in Manager tab of the Navigator. You can do this from only one Proficy Change Management client.



Centralized Storage & Version Control7

C E N T R A L I Z E D S T O R A G E & V E R S I O N C O N T R O LVersion control is Proficy Change Management’s most important feature. With version control, all project and Proficy Change Management data is stored in a central location. You can: Ensure that only one user makes changes to an item or project at a time. Track who is currently working on an item or project. Safely store previous project versions. Roll back a project to a previous version.

A C C E S S C O N T R O LAccess Control is Proficy Change Management’s security tool. You can: Organize groups of users. Allow or disallow group access to projects stored on the Proficy Change

Management Server. Allow or disallow group Toolchest drawer access. Allow or disallow groups from performing operations in Proficy Change

Management.

A U D I T T R A I L I N GAudit trailing enables you to: Track actions performed in your process system. Add a record to audit trail database when specific actions occur. Generate audit trail reports for history of changes, actions. View audit trail database in a compatible database application.


C h a n g e M a n a g e m e n tCustom Project Support

C U S T O M P R O J E C T S U P P O R TProficy Change Management supports Waltz*, Process Window*, native Proficy Process Systems applications, and other applications. To manage other applications, add them as custom products.

Predesigned custom product modules are available with Proficy Change Management. You can select individual modules in the “Support Product Modules” item under the “Manager Client” item when installing Proficy Change Management. Otherwise, create a basic support module for a new third-party application with the Add Custom Product Type Wizard.

F A C T O R Y L A Y O U T SFactory Layouts organize your projects to fit your company’s structure as opposed to how the Navigator organizes projects. This provides easy project navigation. For example, you can lay out projects based on the structure of a factory, a plant’s process, or any other way that makes sense to users who access projects through Proficy Change Management. Engineers, technicians, and others can use layouts to quickly access projects.



Factory Layouts7


IndexAAccess Control 43AE OPC Server 3, 23Alarm and Event OPC Server 3, 23Alarm Viewer 3, 23Application Server 3

Basic Configuration 38Complete Configuration 38installation 13

Archive Database 40audit trailing 43authorization

hardware key 19product 19

Bbroadcast (EGD) 31

CChange Management 1, 23, 43Change Management Client

installation 17system requirements 10

Change Management Schedulersystem requirements 11

Change Management Serverinstallation 15system requirements 10

CIMPLICITY* 1, 2, 23, 30installation 13

Collectors 39, 40consumers 31Contact Information 20Controllers 24, 36

downloading 27run mode 27stop mode 27uploading 27working offline 27working online 27

CPU redundancy 27creating logic 24customer support 20

Ddata archiving 39Data Collectors 39, 40data exchange 31distributed control 32downloading projects 24downloading to a Controller 27

Eediting logic 24EGD 31, 39EGD Configuration Server 1, 23, 31, 33EGD Management Tool 1, 2, 3, 23, 31, 34EGD OPC Server 2, 3, 23, 31, 34

system requirements 9electronic signatures 43Engineering Workstation 23

help 28installation 12options 26projects 25tools 26variables 26

Ethernet Global Data 31Excel add-ins 39, 42

Ffactory layouts 43function blocks 2

HHardware Configuration 24, 27

primary 27secondary 27

hardware keyauthorization 19

help 28Historian 1, 23, 39


Historian API 40

Historian Clients 39, 40Historian Non-Web Administrators 39, 41Historian OLE DB provider 39, 41Historian SDK 39, 42Historian Server 39, 40Historian Web Administrators 39, 41historical data 39HMI/SCADA products 1, 23

IiFIX* 1, 2, 3, 23, 29

installation 13installation 12

Application Server 13Change Management Client 17Change Management Server 15CIMPLICITY 13Engineering Workstation 12Historian 14iFIX 13Operator Console 13System Server 14Visual SourceSafe 15

LLogic Developer 1, 2, 23

24targets 27

Mmulticast (EGD) 31

NNon-Web Administrators 39, 41

OOLE DB provider 39, 41OLE for Process Control 2OPC 2OPC Client 2Operator Console 3


I n d e x

Alarm Viewer 36Alarms and alarm messages 35Basic Configuration 36CIMPLICITY 36CIMPLICITY object builder 36Complete Configuration 36Controller 36EGD Management Edition OPC

Server 35EGD management Tool 35HMI Faceplates 36HMI run time 36I/O bus redundancy 36iFIX 35installation 13Network 36OPC Alarm and Event Server 35Running and Online System

Monitoring 36System Server 36

options 26

PPACSystems RX3i* 27PACSystems RX7i* 27producers 31product authorization 19Proficy AE OPC Server 3, 23Proficy Alarm Viewer 3, 23Proficy Change Management 23, 43Proficy Historian 23, 39

Proficy software integration 43Proficy software support 43project templates 27projects 25

Rredundancy 27reporting tools 43requirements, hardware and software 5run mode

set a Controller 27

Sscheduler 43SDK 39, 42Software Development Kit 39, 42SQL Server 2, 23stop mode

set a Controller 27support 20system requirements

5Change Management Client 10Change Management

Scheduler 11Change Management Server 10EGD OPC Server 9Historian 8System Server 8

System Server 1, 23, 39


Ttargets 27

validating 27technical support 20templates 27third-party project support 43tools 26

Uunicast (EGD) 31uploading from a Controller 27uploading projects 24

Vvalidating targets 27variables 26version control 43Visual SourceSafe

installation 15

WWeb Administrators 39, 41Welcome 1working offline from a Controller 27working online to a Controller 27


proficy process systems* - gnrct.ro industrial/pps.pdf · installations except for hmi/scada...

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