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Training ManualRevision BApril 2009

Part Number 11-GT-10000

W O N D E R W A R E T R A I N I N G

System Platform - Part 1

Wonderware Application Server 3.1 and Device Integration Products


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INFORMATION IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE.

2009 by Invensys Systems, Inc. All rights reserved. No part of this document may be reproduced, stored inor introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical,photocopying, recording or otherwise), or for any purpose, without the express written permission of InvensysSystems, Inc. Except where noted, the companies, organizations, products, domain names, e-mailaddresses, logos, people, places and events depicted herein are fictitious and no association with any realcompany, organization, product, domain name, e-mail address, logo, person, place or event is intended orshould be inferred.

Invensys and the author(s) assume no responsibility for errors or omissions and no liability is assumed fordamages resulting from the use of the information contained herein. Use of the Invensys software describedin this document is subject to the terms of the applicable Invensys Systems, Inc. / Wonderware license.These terms include provisions that limit your rights such as use restrictions, disclaimers of warranties andlimitations of Wonderware / Invensys liability. By installing or using the Invensys software, you agree toaccept all of the terms of the applicable Invensys Systems, Inc. / Wonderware license. A copy of the

applicable license will be displayed upon initial installation of the software. If a copy of the license is notdisplayed or you require an additional copy of the license, you may obtain one from Invensys' Wonderwarebusiness unit by calling 1.949.727.3200 or by sending an e-mail to [email protected].

Invensys, Wonderware, ArchestrA, Factelligence, IntelaTrac, InBatch, InControl, IndustrialSQL Server,InSQL, InTouch, InTrack, QI Analyst, SCADAlarm, SuiteLink, SuiteVoyager, WindowMaker, WindowViewerare trademarks and registered trademarks of Invensys plc, its subsidiaries and affiliated companies. All otherbrands and product names may be the trademarks or service marks of their respective owners.


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Table of Contents 3


Table of Contents

Module 1 Introduction .................................................................................1-1Section 1 Course Introduction......................................................................... 1-3Section 2 Wonderware System Platform ...................................................... 1-17

Lab 1 Creating a Galaxy......................................................................... 1-39

Section 3 The ArchestrA IDE ........................................................................ 1-45Section 4 Automation Objects....................................................................... 1-67Section 5 System Requirements, Licensing and Support............................. 1-79Section 6 Application Planning ..................................................................... 1-89

Lab 2 Identifying the Mixer ..................................................................... 1-95

Module 2 Application Infrastructure ..........................................................2-1Section 1 The Plant Model.............................................................................. 2-3

Lab 3 Creating the Plant Model................................................................ 2-5Section 2 The Deployment Model................................................................. 2-13

Lab 4 Creating the Deployment Model................................................... 2-17Section 3 The Runtime Environment ............................................................ 2-27

Lab 5 Using Object Viewer..................................................................... 2-31

Section 4 Connecting to the Field ................................................................. 2-41Lab 6 Connecting to the Field ................................................................ 2-51

Module 3 Application Objects ....................................................................3-1Section 1 Templates and Instances................................................................ 3-3Section 2 The $UserDefined Object ............................................................... 3-9

Lab 7 Modeling the Heat Exchanger ...................................................... 3-11Section 3 Change Control and Propagation ................................................. 3-25

Lab 8 Configuring Change Control and Propagation ............................. 3-27Section 4 The $AnalogDevice Object ........................................................... 3-35

Lab 9 Modeling a Meter.......................................................................... 3-37Section 5 The $DiscreteDevice Object ......................................................... 3-41

Lab 10 Modeling a Valve, Pump, and Motor .......................................... 3-45Section 6 Containment.................................................................................. 3-61

Lab 11 Creating the Mixer ...................................................................... 3-67

Module 4 Extending the Objects ................................................................4-1Section 1 UDAs............................................................................................... 4-3Section 2 Extensions ...................................................................................... 4-7

Lab 12 Configuring the Motor Speed ..................................................... 4-11Section 3 Introduction to QuickScript .NET................................................... 4-21

Lab 13 Adding Auto Reconnect to DDESuiteLinkClient ......................... 4-43Lab 14 Configuring Automatic Reference .............................................. 4-51

Module 5 Alarms and History .....................................................................5-1

Section 1 Alarms............................................................................................. 5-3Lab 15 Configuring Alarms..................................................................... 5-13Section 2 Historization .................................................................................. 5-31

Lab 16 Configuring History..................................................................... 5-37

Module 6 Securi ty ........................................................................................6-1Section 1 Security Overview........................................................................... 6-3

Lab 17 Security ...................................................................................... 6-13


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4 System Platform - Part 1

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Module 7 Galaxy Maintenance ................................................................... 7-1Section 1 Exporting and Importing Objects.....................................................7-3Section 2 Configuring Instances Through a .CSV File .................................. 7-13Section 3 System Management Console (SMC)...........................................7-21Section 4 Network Account Utility .................................................................7-35

Module 8 Device Integration Products ...................................................... 8-1Section 1 Wonderware I/O Servers.................................................................8-3Section 2 Wonderware Data Access Servers .................................................8-9Section 3 Device Integration Objects ............................................................8-13

Module 9 Multi-Node Applications ............................................................ 9-1Section 1 Application Redundancy..................................................................9-3

Lab 18 Configuring Application Redundancy .........................................9-17Section 2 DI Redundancy..............................................................................9-31

Lab 19 Configuring the Redundant DI Object.........................................9-35Section 3 Multi Node Application...................................................................9-47

Lab 20 Convert to Network Environment ...............................................9-51

Appendix A Wonderware Appl ication Server Glossary ...............................A-1

Appendix B Plant Model Planning Diagrams ................................................B-1


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Module 1

Introduction

Section 1 Course Introduction 1-3

Section 2 Wonderware System Platform 1-17

Lab 1 Creating a Galaxy 1-39

Section 3 The ArchestrA IDE 1-45

Section 4 Automation Objects 1-67

Section 5 System Requirements, Licensing and Support 1-79

Section 6 Application Planning 1-89

Lab 2 Identifying the Mixer 1-95


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1-2 Module 1 Introduction

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Module Objective

Introduce the Wonderware System Platform and its architecture, environment, andrequirements for installation and licensing.


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Section 1 Course In troduction 1-3


Section 1 Course Introduct ion

This section describes System Platform - Part 1 / Wonderware Application Server 3.1 and DeviceIntegration Products, the objective of the course, intended audience, prerequisites, and the courseagenda. It also includes a description of Wonderware Products.

Agenda

Module 1 Introduction

Section 1 Course Introducti on

This section describes System Platform - Part 1 / Wonderware Application Server 3.1 andDevice Integration Products, the objective of the course, intended audience, prerequisites,and the course agenda. It also includes a description of Wonderware Products.

Section 2 Wonderware System Platform

This section provides an overview of the Wonderware System Platform and how critical thearchitecture of ArchestrA is to plant automation. An overview of the differences betweenObject-oriented and traditional Tag based HMI and SCADA products is provided, as well ashow these differences apply to Wonderware System Platform applications. This section willalso provide a description of what a Galaxy is, how it relates to the Galaxy Database and theGalaxy Repository and how a Galaxy is created.

Lab 1 Creating a Galaxy

Section 3 The ArchestrA IDE

This section provides an overview of the ArchestrA IDE, the Template Toolbox and ApplicationViews and the object Check-in/Check-out process.

Section 4 Automation Objects

This section provides an explanation of the various types of objects utilized in the ArchestrAIDE and an overview of when and how they are used. Additionally, it describes how to createand configure instances of objects and the hosting and containment relationships of objects.

Section 5 System Requirements, Licensing and Support

This section provides a detailed explanation of the system requirements necessary forWonderware System Platform, discusses Licensing details and covers Support services.

Section 6 Appli cation Planning

This section provides an explanation of the need for adequately modeling your plant in order

to achieve an application implementation that will be optimal for efficiency.

Lab 2 Identifying the Mixer

Module 2 Application Infrastructure

Section 1 The Plant Model

Section Objective

This section identifies the objectives and agenda for the System Platform - Part 1 as well as thekey basics of Wonderware Application Server.


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This section provides an explanation of the importance of having a model of the plant facility.Additionally, it explains the concept of how to utilize ArchestrA Application Server to model aspecific facility.

Lab 3 Creating the Plant Model

Section 2 The Deployment Model

This section provides an explanation of the Deployment Model and demonstrates the structureof the Deployment Model.

Lab 4 Creating the Deployment Model

Section 3 The Runtime Environment

This section provides an explanation of the Runtime environment and explains the use of theObject Viewer in monitoring the Runtime environment.

Lab 5 Using Object Viewer

Section 4 Connecting to the Field

This section provides an understanding of the Device Integration Objects, I/O Server and DAServer. It also provides an overview of DI Objects.

Lab 6 Connecting to the Field

Module 3 Application Objects

Section 1 Templates and Instances

This section introduces you to the concept of templates and explain how to derive a template.

Section 2 The $UserDefined Object

This section introduces you to the $UserDefined object and its functionality.

Lab 7 Modeling the Heat Exchanger

Section 3 Change Control and Propagation

This section presents the concept of attribute locking and provides an illustrations on howlocking attributes can propagate to previously derived instances.

Lab 8 Configuring Change Control and Propagation

Section 4 The $AnalogDevice Object

This section introduces you to the concept of the $AnalogDevice object and its functionality.

Lab 9 Modeling a Meter

Section 5 The $DiscreteDevice Object

This section introduces you to the concept of the $DiscreteDevice object and its functionality.

Lab 10 Modeling a Valve, Pump, and Motor

Section 6 Containment

This section illustrates the concept of containment and how it works with Application Objectsand Templates.

Lab 11 Creating the Mixer

Module 4 Extending the Objects

Section 1 UDAs

This section introduces and explains UDAs and how they are configured and used.


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Section 2 Extensions

This section provides describes the Output Functionality for Application Objects in theExtensions environment.

Lab 12 Configuring the Motor Speed

Section 3 Introduct ion to QuickScript .NET

This section introduces and explains the scripting environment and the various scriptingconfiguration attributes of the ApplicationObject.

Lab 13 Adding Auto Reconnect to DDESuiteLinkClient

Lab 14 Configuring Automatic Reference

Module 5 Alarms and History

Section 1 Alarms

This section provides familiarization of the concept of alarms and events and how ArchestrAhandles them.

Lab 15 Configuring Alarms

Section 2 Histor ization

This section provides familiarization with the background concept of historization and thedetails of historizable configuration.

Lab 16 Configuring History

Module 6 Security

Section 1 Securit y Overview

This section provides an understanding of Security as it relates to Application Server.

Lab 17 Security

Module 7 Galaxy Maintenance

Section 1 Exporting and Importing Objects

This section provides an understanding of fundamental functions dealing with GalaxyMaintenance. Specifically, it illustrates how to Export for future use and how to Import a galaxycreated previously.

Section 2 Configuring Instances Through a .CSV File

This section provides an understanding of fundamental functions dealing with GalaxyMaintenance. Specifically, it illustrates how to Export for future use and how to Import a galaxycreated previously.

Section 3 System Management Console (SMC)

This section provides an understanding of role of the System Management Console and how itcan be configured.

Section 4 Network Accoun t Utilit y

This section discusses the role of changing the network account and how to use the Change NetworkAccount and how to configure it.

Module 8 Device Integration Products


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Wonderware Training

Section 1 Wonderware I/O Servers

This section will describe the configuration of a Wonderware I/O Server (Modbus).

Section 2 Wonderware Data Access Servers

This section provides familiarization with Wonderware Data Access Server and its use withApplication Server.

Section 3 Device Integration ObjectsThis section provides familiarization with DI Objects and their use with WonderwareApplication Server.

Module 9 Multi-Node Applications

Section 1 Application Redundancy

This section provides an understanding of the concept of redundancy, how it can beconfigured and key points to more effectively implement this feature. It also provides anunderstanding of the concept and functionality of Redundant DI Objects

Lab 18 Configuring Application Redundancy

Section 2 DI RedundancyThis section provides an understanding of the concept of redundancy, how it can beconfigured and key points to more effectively implement this feature. It also provides anunderstanding of the concept and functionality of Redundant DI Objects

Lab 19 Configuring the Redundant DI Object

Section 3 Multi Node Application

This section provides an understanding of how to migrate from a standalone configuration to anetwork configuration. At the conclusion of this section you will have an understanding of thesteps necessary to migrate to a network environment.

Lab 20 Convert to Network Environment


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Wonderware software solutions

Wonderware is the leading supplier of real-time operations management industrial softwaresolutions for Manufacturing Execution Systems (MES), Performance Management, EnterpriseManufacturing Intelligence (EMI), and integration with asset management, Supervisory HMI,GeoSCADA, Production Management, supply and demand chain, and Enterprise ResourcePlanning (ERP) applications.

Wonderware delivers significant cost reductions associated with designing, building, deployingand maintaining secure and standardized applications for manufacturing and industrial operations.Wonderware software solutions enable companies to synchronize their production operations withbusiness objectives, obtaining the speed and flexibility to attain sustained profitability.

Over one-third of the world's plants and facilities run Wonderware software solutions in dozens ofindustries worldwide, such as:

Automotive

Chemical & Pharmaceutical

CPG (Food & Beverage)

Discrete Manufacturing

Electrical Power Facilities Management

Mining and Metals

Oil and Gas

Process Manufacturing

Water and Wastewater

Wonderware software solutions deliver manufacturing and operational performance improvementsthat help reduce the amount of project-specific work required to develop information andautomation applications that are integrated across entire operational enterprises. They can beimplemented in the context of existing systems, at a companys own pace and to the extent thatthey choose.


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These solutions leverage a powerful, layered software architecture that enables a variety offeatures and capabilities, such as visualization, optimization and control of plant floor datacollection, and data storage and analysis.

Wonderware offers the following software solutions:

Manufactur ing Execution Systems Manufacturing Execution Systems (MES)solutions feature a complete set of functional capabilities for consistent and effectiveexecution of operational activities. Leveraging the ArchestrA software architecture (seepage 1-10), Wonderware MES solutions are completely scalable and configurable. Thisenables a unique, incremental approach to operational improvements where low-riskdeployment of increased application functionality can be realized one step at a time.

Wonderware MES solutions help to substantially reduce lead time and manufacturingcosts, increase production throughput and product quality, and reduce efforts involved incompliance and governance.

Enterprise Manufactur ing Intelligence Enterprise Manufacturing Intelligence (EMI)software solutions empower companies to analyze their overall operational performanceusing simple yet powerful data analysis and reporting tools. Production, costs, processcapability, equipment downtime, and quality and variance data can be collected,aggregated, and displayed using Wonderware EMI software solutions. A powerful yetsecure Web interface helps deliver this information to the full range of plant workers tailored to their specific information requirements.

HMI/SCADA HMI/SCADA solutions often impose complex demands on softwarearchitectures. Wonderware InTouch HMI visualization software, coupled with the award-winning ArchestrA technology-based Wonderware System Platform is uniquely positioned

to meet these challenges. The HMI/SCADA software solutions are easy to use, implementand configure, and offer simplified maintenance, high security and availability, and virtuallyunlimited scalability.

Data Historian Wonderware Historian software leverages the state-of-the-artWonderware System Platform, industry leading historian technology, Web-based reportingcapabilities, and renowned open data source connectivity from Wonderware. The resultinghistorian solution is unlike any other data archiving and reporting solution found in themarket today. With blazing speed, broad scalability, highly efficient data storage and


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retrieval, high availability and simple one-click historization setup, the WonderwareHistorian software has an industry reputation for low total cost of ownership.Preconfigured Web-based reports and data analysis capabilities drive immediate valuefrom data captured by the Wonderware Historian.

Batch Management Wonderware batch management solutions perform repeatable andconsistent execution of batching processes across all hybrid industries, whether it is

electronic batch records (EBR) systems in regulated industries, Paper-On-Glasscapabilities in paperless production environments, or automated recipe management forsupervisory systems. From simple batch processes, where only the formula changes fordifferent products, to the most complex batch processes requiring dynamic allocation ofshared equipment, Wonderware has a solution. Each of these solutions ensures reducedlifecycle costs and investment protection by leveraging the ArchestrA architecture.

Product Quality Management and SPC Delivering products with high quality definedas meeting specifications at the lowest possible cost is a top priority for manufacturersand industrial operations, and Wonderware software applications meet these qualityneeds. InTouch HMI offers real-time data monitoring and alarming; Wonderware Historianstores voluminous process data for quality analysis; Wonderware QI Analyst softwareprovides enterprise-wide SPC; Wonderware ActiveFactory software trends data;Operations & Performance software provides spec management, genealogy, BOMenforcement, OEE and Downtime monitoring; the Wonderware System Platform monitorsdata levels, and application templates can help deliver nearly any quality capability;InBatch software collects information on batch quality and recipe settings; and the listgoes on.

Mobile Solutions Wonderware mobile solutions feature the industry's leading MobileWorkforce & Decision Support System. Wonderware IntelaTrac enables the delivery ofBest Practices to field workers improving Asset Management for the leading refiners,chemical manufacturers, and power generators globally.

For more information on Wonderware software solutions and products, visit the Wonderware Website at http://www.wonderware.com.


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1-10 Module 1 In troduction

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ArchestrA technology

ArchestrA technology, or architecture, helps reduce application engineering effort and deployment,increase efficiency, provide optimization and standardization, and enable integration of distributedautomation systems and applications from virtually any vendor. Geographically dispersedapplications (from a few hundred to one million I/O, and from a single node to hundreds ofstations) can be rapidly and securely implemented.

The ArchestrA architecture leverages advanced software technologies to fill the gap between ERPsystems and control systems. This architecture provides the following:

Frameworkwhich supports common services and a core set of system objects

Domain Objectswhich are industry-specific objects

Object Development Toolki twhich enables third parties to create new domain objectscustomized for specific needs

The supervisory control and manufacturing information environment is served by a variety ofsystems, including (HMI), Distributed Control Systems (DCS), Supervisory Control and DataAcquisition systems (SCADA), Process Information Management systems (PIM), ManufacturingExecution Systems (MES), batch and recipe management systems, and advanced control/simulation systems. The ArchestrA Framework supports core services that are required by most of

these different types of supervisory control and manufacturing information systems.

These core services include the following:

Integrated Development Environment (IDE)

Version management

License management and centralized deployment

System diagnostics and system administration

Internationalization

Data visualization and monitoring

Event-based processing, scripting, and calculation capabilities

Alarm and event management, historization and security

Data acquisition and field device integration

Inter-object communications and name service

Reporting and ad-hoc query capability

Support for industry standards such as OPC and SQL

The ArchestrA architecture consists of the following:

Configuration and Deployment Related Componentsthat are required for centralizeddeployment of the runtime components. These components are installed just like anyother Windows application and include the following:

Centralized object repository (called Galaxy Repository)

Integrated Development Environment (IDE)

Object deployment services (called Bootstrap) Runtime Componentsthat are centrally deployed and administered. These components

include the following:

PCs with core infrastructure (called Platforms)

Key software applications (Engines)

Objects (Framework Objects) that expose framework related functionality


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Section 1 Course Introduct ion 1-11


Wonderware individual software products

Wonderware software solutions offer robust, best-of-breed software components that empowercustomers to effectively develop and manage their automation and information applications incontinuous, discrete, process, hybrid, and batch manufacturing environments. All the latestWonderware software offerings leverage the latest ArchestrA technology and offer increasedfunctionality and flexibility as well as extensive connectivity.

Wonderware System Platform

Wonderware System Platform provides a single platform for all the SCADA, Supervisory HMI,MES, and EMI software solutions needs of industrial automation and information personnel. At thecenter of the Wonderware System Platform is the plant model, which is the logical representationof the physical equipment and processes being controlled and supervised. Within the SystemPlatform is a high-performance process historian with production history archiving, efficient datacompression, and auto-configuration of historical archiving that helps eliminate duplicate effort,and an industrial Web information server that dramatically simplifies the organization and deliveryof operations information for use across all functions in an organization.

Wonderware InTouch HMIWonderware InTouch software is a human machine interface (HMI) for process visualization andcontrol. It takes operations management, control, and optimization to a whole new level. TheInTouch HMI reputation stands above all the rest. No other HMI can match InTouch software forindustry-leading innovation, architectural integrity, unequaled device integration and connectivity,uninterrupted software version migration path, and truly legendary ease of use.

Wonderware HMI Repor ts

Wonderware HMI Reports is an easy-to-use and powerful reporting tool for creating and deliveringusable, visually appealing reports containing real-time process data or information extracted fromInTouch HMI, Wonderware Historian, third-party HMI applications and database systems, oralmost any data source that supports OPC, OLE DB, and ODBC standards. Reports can be

generated on-demand or automatically on-event or on a regular schedule. The reports can beprinted or generated as Microsoft Excel, Adobe Acrobat (PDF), and HTML formats and distributedautomatically by e-mail, stored on a network share, or shared over the Internet or intranet throughthe HMI Reports Web portal.

Wonderware Histor ian

The Wonderware Historian component of the System Platform is a high-performance, real-timedatabase for historical information. It combines the power and flexibility of a relational databasewith the speed and compression of a true process historian, integrating the office with the factoryfloor or any industrial operation. The Wonderware Historian is designed to collect a wide variety ofplant data, at full resolution and very high data rates.

Wonderware ActiveFactory

The Wonderware ActiveFactory software provides data-trend analysis, sophisticated numerical-data analysis using Microsoft Excel, comprehensive data reporting using Microsoft Word, and thecapability to publish real-time and historical plant information to the Web or company intranet siteusing Wonderware Information Server. Plant knowledge workers using ActiveFactory informationcan quickly troubleshoot problems, study potential process inefficiencies, and eliminate the time-consuming process of locating the data.


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Wonderware Information Server

The Wonderware Information Server offers an easy solution for aggregating and presenting plantproduction and performance data over the Web or company intranet. Using WonderwareInformation Server, large amounts of process data can be aggregated into highly informativeproduction reports tailored to the information needs of plant personnel. Content from theWonderware Information Server can be incorporated into other Web portals, helping to make

existing corporate IT portals more informative and valuable.

Wonderware Operations Software

Wonderware Operations Software provides a scalable and configurable Manufacturing ExecutionSystem (MES) designed to improve operational efficiency, manufacturing responsiveness, andbrand integrity. It provides an incremental, low-risk approach to building Manufacturing Executionsystems that can be implemented in steps, from basic MES functionality including bill of materials,specifications, data collections, and traceability to enhanced capabilities such as inventorymanagement, certifications, labor, and production steps.

Wonderware Performance Software

Wonderware Performance Software provides a highly scalable and functionally rich solution forcollecting, tracking, and communicating real-time equipment performance information. It helpsdeliver critical equipment downtime and efficiency information to operators and decision-makerswho can take immediate action to improve plant performance. The software is highly configurableand leverages the Wonderware System Platform, which offers many benefits as a result of theunderlying ArchestrA technology.

Wonderware QI Analyst

Wonderware QI Analyst Statistical Process Control (SPC) software is an important part of anyquality management program. Performing both online and historical SPC, QI Analyst supportsreal-time process monitoring and alarms, as well as historical reports to view process health overany period of time. Real-time SPC, analysis, and reporting are equally easy. By storing process

data in the QI Analyst database and linking to external data sources, users can leverageenterprise-wide SPC to reduce variation, reduce costs of manufacturing, and increase productivity.

Wonderware InBatch Software

Wonderware InBatch flexible batch management software optimizes the management of anybatch process. InBatch software automates recipe management using a graphical procedureenvironment featuring Sequential Function Charts (SFC). Consistent with the ISA S88 flexiblebatching standard, InBatch software offers comprehensive batch execution and equipment history,material genealogy, stringent security, Web-based reporting, and the ability to facilitate the designand implementation of systems that are compliant with FDA 21 CFR Part 11 regulations.

Wonderware Equipment Operations ModuleWonderware Equipment Operations Module helps manufacturers capture complete as-builtrecords for rapid response to unforeseen production events such as product recalls. Leveragingthe ISA-95 standard, it enables consistent execution of unit/line operations, improved reliability,and repeatability of equipment setup.


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Wonderware Manufactur ing Execution Module

Wonderware Manufacturing Execution Module empowers Wonderware customers to define logicalmanufacturing models in terms of routes, operations, resources, and bills of materials as well astheir relationship. It enables the operational execution of production plans with accurate trackingand control of work-in-process (WIP) information related to inventories, resource utilization, andconformance to specifications.

Wonderware SCADAlarm

SCADAlarm alarm and event-notification software provides a telecommunications link to industrialautomation software systems. It seamlessly integrates with the comprehensive Wonderwareproduct family and has built-in browsers to enable fast configuration of information fromWonderware System Platform and InTouch HMI software.

Wonderware Toolkits

Wonderware Toolkits provide powerful extensibility to InTouch HMI and System Platformapplications by enabling developers to extend the capabilities of Wonderware products to meetspecific system integration needs. The Toolkits promote adherence to industry standards, provide

additional customization and intellectual property protection, and enhance the ability to interfaceWonderware products with other software and hardware.

Wonderware offers the following Toolkits:

Wonderware Device Integration Servers

Device Integration Objects (DI Objects) within the Wonderware System Platform provide seamlessconnectivity to any data source, and the DAServer Toolkit allows developers to create customconnectivity servers. In collaboration with more than 100 third-party interface developers,Wonderware provides the largest selection of connectivity options to hundreds of control systemsand other hardware devices. Wonderware has also fully embraced the openness of OPCtechnology, exposing data via OPC from Wonderware products as an OPC Client and alsoproviding the means to connect to any third party OPC Server.

Toolkit Enables developers to:

DAServer Toolkit Build custom device integration servers more easily

ArchestrA Object Toolkit Extend the ArchestrA architecture with objects that provide specific application ordevice integration functionality

Historian Toolkit Create high-value industrial applications that integrate with data sources from theSystem Platform and other data sources

Alarm Toolkit Produce custom distributed alarm providers and consumers

Wizard Toolkit Produce their own Wizards for inclusion in InTouch HMI

Script Toolkit Develop custom InTouch scripts

GRAccess Toolkit Create programmatic access to and interaction with System Platform Galaxyconfiguration data

MXAccess Toolkit Create programmatic access to runtime data in a System Platform Galaxy


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Wonderware Enterprise Integration Appli cation

Wonderware offers powerful capabilities to complete the manufacturing supply chain by linking themanufacturing system to business applications like ERP, PLM, SCM, and LIMS systems.Wonderware Enterprise Integration Application provides a scalable and configurable solutiondesigned to accommodate even the most complex requirements for tightly aligning business andmanufacturing systems.

Wonderware IntelaTrac

Wonderware IntelaTrac is a suite of configurable software and ruggedized mobile hardwareproducts that provides workflow management, procedural and general task managementcapabilities typically focused around plant operations, maintenance management, and productiontracking and compliance applications to mobile field workers.

Wonderware System Platform Framework

ArchestrA provides an infrastructure for simplifying the development, deployment, lifecyclemaintenance, and administration of distributed automation applications.

The supervisory control and manufacturing information environment is served by a variety ofsystems, including (HMI), Distributed Control Systems (DCS), Supervisory Control and DataAcquisition systems (SCADA), Process Information Management systems (PIM), ManufacturingExecution Systems (MES), batch and recipe management systems, and advanced control/simulation systems.

ArchestrA leverages advanced software technologies to fill the gap between ERP systems and thecontrol systems. This architecture provides the following:

Framework: supports common services and a core set of system objects

Domain Objects: are industry-specific objects

Object Development Toolki t: allows 3rd parties to create new domain objectscustomized for specific needs

The ArchestrA infrastructure, or Framework, supports core services that are required by most ofthe different types of supervisory control and manufacturing information systems mentionedabove. These core services include the following:

ArchestrA IDE

Version management

License management and centralized deployment

System diagnostics and system administration

Internationalization

Data visualization and monitoring

Event based processing, scripting, and calculation capabilities

Alarm and event management, historization, and security

Data acquisition and field device integration

Inter-object communications and name service

Reporting and ad-hoc query capability

Support for industry standards such as OPC and SQL

The ArchestrA Framework consists of:

Configuration and Deployment Related Components: which include the centralizedobject repository (called Galaxy Repository), ArchestrA IDE and object deployment


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services (called Bootstrap). These components are installed just like any other Windowsapplication. They are required for centralized deployment of the runtime components.

Runtime Components: which include PCs with core infrastructure (called Platforms), keysoftware applications (Engines) and objects (Framework Objects) that expose frameworkrelated functionality. These components are centrally deployed and administered.


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Industrial Domain Services

The Wonderware System Platform offers industrial domain services that are not provided bycommercial operating systems or generic IT products. It provides a powerful infrastructure thatenables Wonderware customers to leverage lower-cost commercial PC hardware and operatingsystems in industrial applications.

Application functions are quickly customized. Whether you have no knowledge of computerprogramming or consider yourself an expert software engineer, the System Platform can empoweryou to conveniently interact with process systems from any remote location. The result is areduction of personnel costs and improved response times because the software continuouslymonitors and deploys messages, 24/7.

Industrial Domain Services provide:

Real-time, peer-to-peer communications and messaging, enabling instant responses

High computing availability and redundancy for critical applications

Centralized alarm- and event-monitoring for operational conditions

Data-level security to protect plant equipment

Audit logging and extended security protection for developers and system-maintenance

personnel Pager, mobile phone, PA system and e-mail alerts for unattended operational monitoring

A single global Namespace to access data elements anywhere, without tag limitations

Plant information and supervisory functions to script special behavior and responses

Support for slow and/or intermittent data networks

Software and Device Connectiv ity Services

The Wonderware System Platform enables cost-effective communication to virtually any plantinformation source. Unifying diverse systems can improve operations and informationmanagement. Integrating business and manufacturing activities can also increase plantprofitability.

Software and Device Connectivi ty Services provide:

Integration of manufacturing and business systems

Easy importing and migration of legacy systems and external system configurations

Conversion of non-structured devicecommunication models into structured systems toincrease the maintainability of applications and systems

Connectors and communication servers for control devices, applications and systemsincluding:

Automation devices, control systems and HMIs

Historians and relational databases

Quality and maintenance systems

Enterprise resource management (ERP) and business systems Manufacturing execution systems (MES)


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Information and Data Management Services

Furthermore, the Wonderware System Platform facilitates the management of all real-time andhistorical information including data transformation and storage. This information managementcapability can increase a plants profitability because it enables immediate access to keyperformance indicators (KPIs); SPC, downtime and OEE information; live data calculations; eventand alarm notifications; and historical data.

More effective information and content management can also improve production managementand enhance plant performance. For instance, the reliable information that the WonderwareSystem Platform enables not only data visualization, but actionable control. The platform alsoenhances batch management, real-time production monitoring and access to MES data.

Information and Data Management Services p rovide:

Content management tools

Streaming real-time data (available to all authorized users)

A high-performance process historian and production database that offer:

A production history archive for a single production line, an entire facility or thecomplete enterprise

Data compression, which reduces disk storage and makes more data available online An historical archive thats auto-configured, eliminating duplicate work

Off-line and late data handling for:

Manual data

Labs and quality systems

Remote terminal unit (RTU) environments

Correlation of events and alarms with production history

Data transformation and normalization

Data Buffering and Store & Forward features

Simple and fast configuration with powerful process event monitoring


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Information-Delivery and Visualization Services

Delivering the right information, to the right user, at the right time, and in the form in which theyexpect it is a key service provided by the Wonderware System Platform. Wonderware customerscan concurrently visualize manufacturing and business information, and dynamically implementchanges to reach their business objectives.

Quickly access real-time and historical information using the open and easy-to-use HMI solutionthat seamlessly integrates with legacy and new plant systems. Proactively enhance your plantsprofitability by taking action on information in real time, obtaining real-time and historical data frombeyond the boundaries of the secured process network. Create queries and run reports, even ifyou have no SQL database knowledge. The Wonderware System Platform can even help youachieve regulatory compliance with simple and accurate automated reports.

Capabilities

Multiple client interfaces [i.e., Thick, Terminal Services Edition (TSE) or Web Client]

Visualization and HMI

Expansive graphical user interface (GUI)

Access-level Windows authentication and data security, as well as enhancedpassword encryption

Comprehensive alarm troubleshooting tools

Information Analysis and Reporting Integration with trending tools and Microsoft Office products

Production, SPC, downtime and batch analysis tools

Automatic data retrieval calculations - reduction and aggregate methods

Open SQL access, enabling simplified data queries with powerful retrieval modes

Secure access across firewalls

Multi-language client support


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Appl ication Development Services

The Wonderware System Platform and its underlying ArchestrA technology provide easy andintuitive development of modular industrial software solutions, which can be easily changed tomeet Wonderware customers future needs. As a result, you can drive standards by developingapplications once and using them everywhere. The result is a decrease in the amount of time andcosts associated with creating, modifying, deploying, maintaining and standardizing software

applications.

Appl ication Development Services prov ide:

Flexible, comprehensive software development capabilities for HMI and/or MESapplications

Advanced ArchestrA technology, which facilitates the assembly of applications that arecomponent-based and generated from standard templates

SmartSymbol technology, enabling the creation of re-usable graphics

Different development views, which show:

How the application is related to the facility or plant

How the application is distributed across the network

Parent-child relationships for templates and runtime components Multi-Developer Environment for concurrent development

Modeling - Applications can be structured based on a plant model; are self-documenting;and offer common security, validation and audit trails

Unification with Microsoft products including:

Microsoft Windows operating systems

The Visual Studio development system

SQL Server, BizTalk server

SharePoint services

Microsoft Office

Internet Explorer internet browser


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System Management and Extensibility Services

Furthermore, the Wonderware System Platform facilitates the easy management, expansion andmodification of applications or the host computing architecture. These services provide a range ofarchitectural choices, both during the initial system design phase and throughout the lifetime of aninstalled system.

Leverage the flexible and scalable ArchestrA software architecture for small and large systems systems that can be easily expanded to meet future requirements. Improve systemtroubleshooting. Leverage Wonderwares technological evolution and increased protection foroperating systems and databases. Decrease lifecycle costs for plant IT solutions. Change andexpand your system as a whole without disruption.

System Management and Extensibil ity Services prov ide:

The ability to re-architect systems at any time to support different system topologies (i.e.,Single Node, Client/Server, Peer-to-Peer or Web-centric

Easy redistribution of server load

Remote application installation and administration

An online configuration database that centrally maintains software

Remote change propagation Centralized computer diagnostics and distributed PC network management

In essence, the Wonderware System Platform facilitates consistent and reliable operations acrossmanufacturing and industrial operations to protect brand integrity. It empowers Wonderwarecustomers to extend their systems in virtually any direction to meet their current and future needs.

ArchestrA

ArchestrA is a comprehensive plant automation and information architecture designed from theoutset to extend the life of legacy systems by leveraging the latest software technologies.

Offerings built upon this architecture empower decision-makers to achieve their business goals,

without abandoning prior investments in automation systems, production processes or intellectualproperty.

ArchestrA's complete approach to industrial architecture significantly reduces a plant's total cost ofownership through easy installation, operation, modification, maintenance and replication ofautomation applications.

In the ArchestrA environment, software applications can be rapidly assembled rather thanprogrammed. New applications also can be created simply through the reassembly of existingapplications.

The ArchestrA vision is to provide a unified and robust architecture that is the basis forcollaborative production systems in support of industrial enterprises. Its open-developmentplatform and tools uniquely enable Invensys and third parties such as OEMs, machine buildersand system integrators to build domain knowledge and add significant value to the solutions theyprovide. End-users and suppliers will benefit from ArchestrA's unified platform, which enables theinstant integration of application information.

ArchestrA is the comprehensive industrial automation and information architecture thatorchestrates a new way to run or expand older plants more efficiently, and an optimal way to buildnew plants.


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The Need for ArchestrA

Quality, responsiveness, and cost efficiency have always been necessary for any plant or factorythat wishes to surpass the competition. Today, they are vital for any plant, factory, or enterprise tosurvive.

The pace of change accelerates. Product cycles become shorter and more complex. New or

enhanced products must be commercialized at breakneck speed, or risk rapid failure. Suchofferings must also be quickly customizable for use in todays global business spaces. Again, asthese markets grow ever more economically efficient, the choice for manufacturers is betweenagility and finality.

Thats why today a variety of computer-based systems are used to operate plants as well as toimprove their efficiency. In most plants, multiple varieties of hardware and software systemsprovide machine and process control, information management, and decision support. Thesesystems enable manufacturers to operate their businesses more effectively and add value to theraw materials they process. Without these systems, many highly engineered consumer andindustrial products simply would not exist, because of the complexities involved in theirmanufacture.

Unfortunately, even today, in most plants these systems operate independently. This hinders a

plant managers ability to synchronize and control production and business processes in a real-time environment. In other words, the majority of manufacturers have not successfully integratedthe functionalities of automation/business/information systems into a single, unified infrastructure.In the past, this has been an expensive and time-consuming process. Those that havesuccessfully integrated have done so at great cost in terms of money and resources. Moreover,despite the huge investments made by companies in these systems over the years, managers stillfind it difficult to quantify resulting tangible benefits.

The most compelling aspect of the problem now facing manufacturers is that the underlyingtechnology of these systems is rapidly becoming obsolete. As general technology lifecyclesshorten, manufacturers are pressed to procure and integrate new technologies with ever-increasing speed making the ultimate goal of productivity improvement even more difficult toachieve.


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In most plants today, islands of automation within business and manufacturing systems hinderthe plant managers ability to synchronize business processes in real time.

Recognizing this challenge, Invensys has developed a solution, ArchestrA automation andinformation architecture (ArchestrA).

A powerful new infrastructure for industrial applications, ArchestrA promises to provide aninformation and control superstructure that will increase the productivity of a plants existingsystems, while enabling the plant to easily integrate important new technologies over the longerterm. Building on ArchestrA research and technology, the recently released I/A Series A2 system(I/A Series A2) has taken the first major step toward reducing the risk of automation obsolescence

and protecting manufacturers investments far into the future.

Manufacturing Goals

For approximately a decade, manufacturers have been revising business practices, organizationcharts, and systems infrastructures to become more market-driven and customer-centric. Theiroverall objectives have been straightforward and consistent:

Become more responsive to market shifts and the increased competition brought on byglobalization

Develop greater agility and a more collaborative, data-driven environment

Synchronize the manufacturing process with planning and scheduling functions tooptimize enterprise performance

Empower operators with critical information to foster improved plant performance Utilize existing assets more efficiently to increase production, without the need to expand

the plant or build new capacity

Ensure the greatest possible return on assets, and improve profitability, in the face ofcontinuing manpower reductions

To achieve these goals, managers know they can no longer simply "invest in technology" andexpect improvements to come about automatically. In fact, millions of dollars have already beeninvested with only marginal returns. However, management cannot afford to stand still, because


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there are significant rewards to be reaped by those who develop improved responsiveness,greater agility, and a higher return on assets.

Compounding the problem, many of yesterdays automation and information systems arebeginning to show their age, failing to offer the agility or rapid response that todays producersrequire. Acting as a massive anchor, they actually impede the organizations forward progress asthey increasingly require greater amounts of maintenance and the corresponding expansion of

infrastructure support. But the original investment in these systems was so extensive and sovisible to owners and investors that it is understandably difficult to broach the subject of"bulldozing" and starting over with the latest generation of technology. Further, it means not onlyeliminating extensive hardware infrastructure, but also destroying an asset that is even morevaluable the intellectual capital unique to the manufacturing mission.

Synchronization of Systems

Todays collaborative manufacturing environment requires that manufacturers synchronizeautomation systems with business/information systems to accomplish total supply chainmanagement.

To facilitate this collaborative environment, many manufacturers are working toward a rational,

cost-effective solution that does not require enormous investment and allows for the preservationof as much existing infrastructure as possible. They are preserving, to the maximum extentfeasible, existing investments in hardware and software, as well as in intellectual propertiescontained in application-specific software. They are working to synchronize the variousinformational elements within the manufacturing domain, namely automation systems, businesssystems, and information systems, thereby fulfilling these systems original promise of improvedmanufacturing efficiency. They are identifying optimal long-term strategies based on total cost ofownership.

The pace of change has increased to a point at which it is difficult for manufacturers to execute anew strategy before market conditions change once again. Todays manufacturer, however, musthave the ability to respond to challenges that are virtually unanticipated. Response times havenow become the cornerstones of manufacturing competitiveness, and will remain so for the

foreseeable future.The challenge has been to develop an architectural infrastructure that optimizes quality, customersatisfaction, and efficiency of operation, while facilitating quick response and easy reengineering.And to identify and deploy a plant information superstructure that embraces existing systems whileproviding expansion capabilities for the long term.

Such an architectural infrastructure is available through ArchestrA. This allows manufacturers to:

Preserve a significant portion of their existing automation and information infrastructures

Integrate and synchronize existing production systems and new applications

Move ahead into the future, confident of shorter project execution times, reduced total costof ownership, and a proven, long-term strategy that will remain in a leadership position forthe life of the plant.


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ArchestrA Arch itecture

ArchestrA, developed by Invensys, is a software infrastructure designed to unify combinations ofInvensys, third-party, and customer internal applications, both current and emerging, into asynchronized, plant-level application model, and to foster their ongoing adaptation andimprovement. It comprises a unique combination of new toolsets and new applicationsinfrastructure services, allowing the rapid generation of new applications, products, and services.

Because it enables easy upgrades via integration of existing systems with these new technologies,it offers manufacturers the promise of extending the lifecycle of an entire plants information andcontrol system infrastructure.

ArchestrA facilitates the next logical extension of enabling software architecture designed toaccommodate emerging technologies and to ease the reuse of engineering from one project toanother. The objective of this unique technology is to dramatically reduce engineering andmaintenance time and expense when a manufacturer must modify or expand his companysprocess. Incorporating ArchestrA will considerably reduce the cost and time involved in executingstrategic change.


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ArchestrA enables manufacturers to synchronize the various informational elements within themanufacturing domain and supply the information required by business systems in real time.

ArchestrA provides a number of key functions designed to free users from the complexities ofdealing with current underlying technologies. So users require only assembly skills, notsophisticated programming knowledge, and are able to apply their time to functions in which theyhave more expertise. By embedding common application services directly into a common

infrastructure, application engineers can design and reuse solutions that are instantly integrated.The key elements of the software infrastructure are the following:

Common design and development environment

Deployment, scripting, and calculation services

Alarm and event subsystems with reliable delivery

Built-in distributed architecture services for scalability

Integration with various types of field devices

Inter-object communication and name service management

Version management services

Security model services

Centralized license management and deployment services Centralized system diagnostics and administration

Internationalization of objects and application services

Graphical user interface (GUI) editing services


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Automat ion Information Pyramid

ArchestrA supports all layers of industry standard models. It is the basis for Supervisory,Production and Plant Intelligence solutions. In addition, it extends functionality across theenterprise enabling true manufacturing collaboration. The Automation Information Pyramidillustrates these points. It displays the complete effectiveness of ArchestrA across all levels of themanufacturing environment:

1. Plant Floor Connectivity

2. Supervisory

3. Production

4. Plant Intelligence

5. Manufacturing Collaboration

The following page illustrates these segments as they relate to the Automation InformationPyramid.


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ManufacturingCollaboration

PlantIntelligence

Production

Supervisory

Plant FloorConnectivity


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Scalability

Wonderware Application Server provides a scalable and integrated architecture to meet the needsof small, simple applications all the way up to highly challenging manufacturing informationmanagement systems.

Wonderware Application Server resolves the problems associated with scaling automation

applications because there are no limitations on system size and performance issues are easilyaddressed through the introduction of new nodes. New workstations and any data points definedare automatically integrated into the initial application through the plant model. The commondistributed peer-to-peer Namespace means that all information is shared between the nodeswithout the user having to perform any additional engineering or configuration.

Object Oriented vs. Tag Based Supervisory Control

There are several fundamental differences between Object-oriented and traditional Tag based HMIand SCADA products. The following table illustrates the differences in how various processes aremanaged in Object Oriented vs. Tag Based systems.

From the inception of PC-based HMI and Supervisory products, the development of data access,scripting, alarming and data analysis has been based on the concept of tags. While simple andvery portable from one project to another, a tag-based environment has the downfall of a flatNamespace, with no inherent ability to link elements together into more intelligent structures, with

built in relationships and interdependencies. Global changes to a tag database are typically doneexternally to the development environment, in tools like Microsoft Excel or as a text file and thenre-imported into the application. Reuse in a tag-based system is commonly instituted throughdynamic or client-server referencing, that allows a common graphic to be created. Then a script isexecuted to switch the tags being viewed in run-time. Furthermore, because of the flat structure ofthe application, changes need to be sought out and analyzed as to the affect on the rest of theapplication.

Process Object Oriented Tag Based

Structure Hierarchical Flat

Graphics Development Done Last Done Early

Background Process Developed in Objects Developed in Tags

Promotion of Standards Strictly Enforced Not Strictly Enforced

Global Application Change Progagated from Templates Changed in Tools like Excel

Data Represented By Physical Devices as Objects Data Types and communicationBits as Tags


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Use of the word " Object-oriented" with SCADA

The phrase "Object-oriented SCADA" has been with us since the early 1990's. It is mostly usedtoday to refer to the ability to build graphics and draw pictures based on classes or a hierarchy.This is referred to as Object Oriented Graphics. This allows you to build a symbol and replicate itacross a screen or HMI application and have visual changes made to all the similar symbols at thesame time. This is useful functionality, but SCADA applications are more than just pretty pictures.

For example, the majority of work that goes into a supervisory application is for things like:

Alarm Monitoring

Animation Scripts

Security Scripts

Supervisory Scripts

Historical data storage

Integration with other applications and Databases

Event Detection

Flow and movement calculations

Device integration

In order to fully realize the benefit of an Object-oriented architecture, a SCADA System todayneeds to depict all of these things, along with the graphics as objects.


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Types of objects

In object-oriented SCADA, objects contain the aspects or parameters associated with the devicethey represent. For example, a valve object can contain all the events, alarms, security,communications and scripting associated with a device. Objects don't just represent plantequipment. They can also model common calculations, database access methods, KeyPerformance Indicators (KPIs), condition monitoring events, ERP data transfer operations and

many more things that you want the plant information system to do. Because these operations aremodular, it is easy to add them to any and all parts of the application. For example, let's say thatthere is a standard way your organization calculates and initiates a maintenance work order for apump. By encapsulating this function as an object, it is possible to use it with any pump in theapplication.

Using object-oriented tools in manufacturing applications

Manufacturing applications typically have a lot of common components. These include commontypes of:

Plant devices and equipment

Operating procedures

Process measurements

Calculations

Graphics displays

This leads to a cookie cutter approach, where typically small software programs are developed asobjects/code modules that can be stamped out and joined together to form an application. Almostall of the automation vendors have this capability today with their software. Where an object-oriented SCADA System is different, is that after the cookies are stamped out, you can change thestamp, and all of the cookies you already made are automatically changed.


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This is possible because when a SCADA package is truly object-oriented, it has the notion of aparent-child relationship, where parent templates are developed and then "Child Objects" arereplicated or instantiated from the parent templates. Now all of the children are tied back to theparent, so a change in the parent can be replicated to all of the children. This is an extremelypowerful development capability in that:

Application creation is optimized by using parent Templates and automated child object

replication Project change orders are easily accommodated by making changes in the parent

template and having the child objects inherit the changes via change propagation

Ongoing system changes and expansions are easier and more cost effective because ofautomated object replication and change propagation

Traditional, Tag Based SCADA Development Process

From the inception of PC based HMI and SCADA software, users have built operator graphics andlinked them to tags, which represented addresses in a PLC or a control system. The concentrationwas on the computer and the software application. Here is an example of how a traditional tag-based SCADA application is developed.

1. A new HMI application is created on a single computer

2. Windows or displays are created for the application

3. Graphics are created for the windows

4. Tag definitions are imported from the PLC or manually configured

5. Alarm and Event Detection Scripts are defined for each tag

6. Tags are linked to graphic elements

7. Graphics animation scripts or links are created

8. IO Tags are defined and linked to the application

9. If the application is to be deployed in a client-server environment, the application is re-architected to centralize alarming, event detection, history archiving, graphics and IO servers.

10. Changes to the system require shutting down the application, making changes to the manyscripts and tag database references to enable the new functionality, and reloading the newHMI application on each workstation.


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Object oriented Development Process- graphics are created last

Wonderware Application Server and the ArchestrA IDE have brought a new era to SCADASoftware development through the ability to create a complete plant device model. The developeris abstracted from the complexities of the computing environment and allowed to concentrate on"modeling" how the production facility is laid out and the different manufacturing cells andprocesses that comprise plant-wide supervisory control. Once the plant model is captured, it is

easy to implement supervisory control functions. A small investment in creating Templates yieldsbig results in engineering productivity. The ten easy steps to creating a supervisory applicationusing the Application Server are:

1. A site survey is conducted to understand the layout of the manufacturing operation or process.Piping and Instrument Diagrams (P&ID) can also be referenced to understand the specificequipment in use.

2. A list is developed of similar pieces of equipment, like common types of motors, valves,transmitters, control loops, drives, etc. Distinct areas of operation are also identified.

3. Templates are configured for each common device or component in the facility. For example,there may be 100 transmitters of a particular type that can be modeled as a single devicetemplate. This process sets up the standards for the supervisory application and for any

applications that are created in the future. These templates will be used to develop objectswhich represent a specific device, such as a level transmitter LIC101. In addition, templatescontain all of the logic, input/outputs, scripting, history configuration, security and alarms andevents for the device.

4. Device templates can be contained within each other to build-up a more complicated device,for example, a mixer may contain a level transmitter, pump, inlet / drain valves and agitator.

5. Device templates have attributes which represent real I/O available in the PLC or controlsystem. These attributes are then linked to the I/O through Device Integration Objects.

6. The application can then be assembled by using a simple drag and drop capability inside if theArchestrA IDE. As templates are dropped into their individual plant areas, an object instance iscreated that is linked back to the template. This is the "Object-Oriented" nature of the

Application Server, which provides incredible power when it comes time to modify anything inthe system. The software does all the work as the user is simply configuring templates thatrepresent the equipment in the plant.

7. Objects are then assigned to security groups. This can be done on an individual basis or byarea of the plant. These security groups have common permissions. Roles are created to maprights onto each security group. Users can be given one or more roles. This offers a greatamount of flexibility in changing user permissions and in managing the security model.

8. The model created in the ArchestrA IDE can now be deployed to the computers that will hostthe application. Notice that absolutely no consideration needs to be given to how thesupervisory stations are going to be laid-out or which computer needs to have a specific partof the system running on it. The Application Server is a fully distributed system, which canreside on a single computer or on hundreds of computers. Standard system objects, such as

Platforms and Engines, represent specific computers that are used to host objects when theyare deployed.

9. Graphics are then configured using InTouch, the world's most popular HMI softwarepackage. This can also be done using the Smart-Symbol functionality contained in InTouch 9.0SP 2 which allows a graphic element to be created and linked to a template in the ArchestrAIDE. That way the display graphics are also object-oriented and tightly coupled to the plantmodel.


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10. Once the application is developed, maintenance of the system is easy. Changes made toTemplates can be propagated to the "Child Objects" linked to the Templates. For example, ifthe units associated with a level transmitter need to change from gallons to liters, this can bedone once in the template, and the changes can automatically propagate to all the operatordisplays in the plant.


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What is a Galaxy?

Its important to understand what a Galaxy is before one is created. A Galaxy is the entireapplication, the complete ArchestrA system consisting of a single logical name space and acollection of WinPlatforms, AppEngines and objects. One or more networked PCs that constitutean automation system. It defines the name space that all components and objects live in anddefines the common set of system level policies that all components and objects comply with.

A Galaxy Database is the relational database containing all persistent configuration information forall objects in a Galaxy.

And a Galaxy Repository is the software sub-system consisting of one or more Galaxy Databases.

Creating a Galaxy

Each ArchestrA IDE session requires connection to a specified Galaxy. In other words, theArchestrA IDE cannot be started in a Galaxy-neutral state. When you attempt to start theArchestrA IDE, the Connect to Galaxydialog box is displayed.

This dialog box is comprised of three groups of options:

Galaxy Repository/Galaxy connect selections: This consists of the GR Node Name andGalaxy Name boxes.

Action buttons: Connect, New Galaxy, Delete Galaxy, About and Cancel.

Licensing information

If the Galaxy Name box is empty, you have not yet created a Galaxy on the computer shown in theGR Node Name box. Before you can start the ArchestrA IDE, you must either browse for a Galaxyon another node or create a new Galaxy.


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All new Galaxies are created with no security. They also have the following characteristics: twousers (DefaultUser and Administrator, both with full access to everything), two security roles(Default and Administrator, both with full privileges) and one security group (Default). Whencreating a new Galaxy, you must select the appropriate Galaxy type:

Default Galaxy: Creates a Galaxy that includes all objects needed for a System Platformapplication. It also creates a backup file (.cab) at the end of the process and makes it available

to this list.

Base_Application_Server.cab : Same as Default Galaxy, but uses the backup file (.cab) tocreate the galaxy. It does not creates a backup at the end, making the process faster.

Base_InTouch.cab: Creates a Galaxy that includes only the object needed for tag-basedManaged InTouch applications.

Reactor_Demo_Application_Server.cab : Creates a Galaxy with the Reactor Demo basedon a System Platform application.

Reactor_Demo_InTouch.cab: Creates a Galaxy with the Reactor Demo based on a tag-based Managed InTouch application.

If you previously created one Galaxy on the GR node shown, the Galaxys name is automatically

shown. Click Connect to start the ArchestrA IDE and to connect to that Galaxy. If you previouslycreated more than one Galaxy on the GR node shown, the most recently accessed Galaxy nameis shown. Choose the desired Galaxy from the Galaxy Name list and click Connect to start theArchestrA IDE and to connect to that Galaxy.


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Lab 1 Creat ing a Galaxy 1-39


Lab 1 Creating a Galaxy

Introduction

This lab illustrates the steps necessary to create a Galaxy and connect to it with the ArchestrAIDE. Throughout this class you will use this Galaxy to develop a sample application.

Objectives

Upon completion of this lab you will be able to:

Create a Galaxy

Use the ArchestrA IDE to connect to your Galaxy


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Create and Connect to a new Galaxy (page 1-41)

a. Create a new Galaxy named TrainingGalaxy.

b. Connect to TrainingGalaxy.

See the next page for Detailed Lab Instructions

Summary Lab Instructions

Following is a summary of the general steps you will complete for this lab. For detailed

instructions, please refer to the Detailed Lab Instructions on subsequent pages.


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Create a Galaxy

1. Start theArchestrA IDEby selecting Start / Al l Programs / Wonderware / ArchestrA IDE.This will display the Connect To Galaxydialog box.

The GR node namefield will reflect the name of the local computer.

The Galaxy namedrop-down list is initially empty since there are no Galaxies created in thisnode.

2. Click the New Galaxybutton to create a new Galaxy.

3. The New Galaxydialog box is displayed.

Detailed Lab Instructions

Following are detailed lab instructions for completing this lab. For a summary of instructions,

please refer to the SummaryLab Instructions on the previous page(s).


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4. Enter TrainingGalaxyin the Galaxy namefield.

5. Verify Base_Application_Server.cab is selected in theGalaxy Typefield.

6. Click the Createbutton to continue.

The Create Galaxydialog box will display indicating the Galaxy creation progress.

When the galaxy creation process is complete the Closebutton will enable.

7. Click Close.

This must be the

node that containsthe GalaxyRepository (thename of the Hostcomputer).


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At the Connect To Galaxydialog box the name of the newly created Galaxy,TrainingGalaxy, is displayed in the Galaxy name drop-down list.

8. Click the Connectbutton.

This closes the Connect To Galaxydialog box and displays theArchestrA IDE.


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Section 3 The ArchestrA IDE

This section provides an overview of the ArchestrA IDE, the Template Toolbox and ApplicationViews and the object Check-in/Check-out process.

The ArchestrA IDE User Interface

The ArchestrA IDE is the integrated design and development tool from which all ArchestrA objectsare configured and deployed to target PCs. It is used to maintain and configure the objects thatcomprise your application and the underlying infrastructure that supports your application.

Using the ArchestrA IDE, you can import new types of objects in to the Galaxy Repository,configure new ones, and deploy them to PCs on your network. Multiple users can workconcurrently on different sets of objects from different ArchestrA IDEs.

The ArchestrA IDE can be installed on any PC that has ArchestrAs Bootstrap software installed.

Section Objectives

Discuss ArchestrA IDE

Introduce the Template Toolbox and Application Views

Discuss the object Check-in/Check-out process.


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Key Functions of the ArchestrA IDE

The Main Window is the user interface in which you can create your application and deploy it toyour enterprise. This main window provides the key platform where a wealth of functionalitycapability can be accessed and configured. Some of these key functions include the following.

Galaxy Configuration

Connect to an existing Galaxy on the network Create a new Galaxy

Destroy a Galaxy

Import/Export Objects (aaPackage, .csv)

Import/Export script function libraries (.dll, .tlb, .olb, .wdf, .aaSLIB)

Security Configuration

Configure User security

Configure Object security

Object Configuration

Create new objects

Check out objects

Edit objects

Configure Historization through objects

Configure objects for Alarms and Events

Extending object functionality

Check in objects with comments

Deploy/undeploy objects

Propagate changes to runtime objects

View objects configuration errors/warnings

Upload runtime changes to Galaxy database

IDE Configuration

Set user preferences

Create a Tool Box

As the main aspects of the ArchestrA IDE Main View (for example, Menu options, Toolbars,Template Toolbar and Application Views, etc.) are identified and discussed, they are elaboratedon in greater detail as to how these Key Functionscan be used


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The ArchestrA IDE User Interface

Main View

The Main Window of the ArchestrA IDE is composed of the following components:

Title bar

Menu bar

Toolbar

Template Toolbox

Application Views

Object Editor Area

Operations View

Status bar

When you first log in to the ArchestrA IDE, the Main Window displays the Template Toolbox andApplication Views docked on the left, the Toolbar docked at the top, and the Object Editor ClientArea on the right. Upon subsequent logins by the same user, the Main Window displays thepositions for these controls as they were at the end of the last log in session.

The Title Bar displays the name of the utility. The other elements of the Main Window aredescribed below.


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Menu Bar

The ArchestrA IDE Menu Bar is a dynamic element that includes the following menus:

Galaxy, Edit, View, Object, Window, and Help. Depending on what object or Main Windowelement is in focus, what condition it is in, or whether certain functions are logically permitted,some menu commands may be deactivated. The following is a description of menu commands.

Galaxy menu Providing Galaxy or user-level global commands, the Galaxy menu includes thefollowing:

New For creating a new Instance, Derived Template, or Template Toolset.

Open For opening the editor of the object in focus. The editor appears in the ObjectEditor Client Area of the Main Window.

Open Read-Only For opening the editor of the object in focus, but only in read-onlymode. There are several conditions that can place this restriction on opening an objectseditor. One example would be when the object is checked out to someone else.Additionally, if you do not have configuration permissions for the object in question.

Close For terminating the object edit session in focus. This command is available only ifthe editor for one or more objects is open. If the object has

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