Configuration Studio Overview Guide EPDOC-X113-En-410
Configuration Studio Overview Guide EPDOC-X113-En-410
EPDOC-X113-en-410A
March 2012
Release 410
Document Release Issue Date
EPDOC-X113-en-410A 410 0 March 2012
Disclaimer
This document contains Honeywell proprietary information. Information contained herein is to be used solely
for the purpose submitted, and no part of this document or its contents shall be reproduced, published, or
disclosed to a third party without the express permission of Honeywell International S à rl.
While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied
warranties of merchantability and fitness for a purpose and makes no express warranties except as may be stated
in its written agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The information
and specifications in this document are subject to change without notice.
Copyright 2012 - Honeywell International S à rl
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Contents
3
CONTENTS
Profiles ......................................................................................................................................................... 34
Alarm and Event Management ................................................................................................................................35
Configure alarm processing ......................................................................................................................... 35
Configure alarm and alert notification settings ........................................................................................... 35
Configure event archiving ........................................................................................................................... 35
Configure alarm appearance ........................................................................................................................36
Server-wide alarm and event options ........................................................................................................... 36
Configure alarm trackers .............................................................................................................................36
History .....................................................................................................................................................................37
Standard history collection ..........................................................................................................................37
Extended history collection ......................................................................................................................... 37
Fast history collection .................................................................................................................................. 37
Exception history collection ........................................................................................................................ 38
Configure history archiving ......................................................................................................................... 38
Reports ..................................................................................................................................................................... 39
Define reports ..............................................................................................................................................39
Server-wide report settings ..........................................................................................................................39
Schedules ................................................................................................................................................................. 40
Configure point control schedules ...............................................................................................................40
Configure holidays ....................................................................................................................................... 40
Configure shifts ...........................................................................................................................................40
System Interfaces ..................................................................................................................................................... 41
Configure system interfaces ........................................................................................................................41
Configure OPC Integrator ............................................................................................................................ 41
View distributed servers ..............................................................................................................................41
View redundant server configuration ........................................................................................................... 41
Applications ............................................................................................................................................................. 42
Configure SCADA recipes .......................................................................................................................... 42
Acronyms ................................................................................................................................................................. 43
Configure system acronyms ........................................................................................................................43
Configure TDC CL acronyms ..................................................................................................................... 43
Configure user acronyms ............................................................................................................................. 43
Application Development ........................................................................................................................................ 44
User developed applications ........................................................................................................................44
Application point lists .................................................................................................................................. 44
System sinewave .......................................................................................................................................... 44
Task timers ................................................................................................................................................... 44
Watchdog timers ..........................................................................................................................................44
User-defined data formats ............................................................................................................................ 45
Server Scripting .......................................................................................................................................................46
Configure script engines ..............................................................................................................................46
Configure server scripts ............................................................................................................................... 46
View point scripts ........................................................................................................................................46
File Replication ........................................................................................................................................................ 47
Configure file replication ............................................................................................................................. 47
Network ...................................................................................................................................................................48
Network Tasks .............................................................................................................................................48
Computer Tasks ...........................................................................................................................................48
Devices Tasks ..............................................................................................................................................49
Distributed Servers ..................................................................................................................................................50
Configure DSA ............................................................................................................................................50
Notices ......................................................................................................................................................
51
Documentation feedback .........................................................................................................................................52
Support and other contacts ....................................................................................................................................... 53
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CONTENTS
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CONTENTS
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Getting started
Configuration Studio provides a central location for the tools necessary to configure, check status, and access
information for your Experion system. This allows you to manage all aspects of your system configuration
including, but not limited to, hardware configuration, history, OPC, control strategies, controllers, and even field
devices.
In Configuration Studio, you are provided with a customized list of tasks that you are required to complete to
configure your system. When you click a task, the appropriate tool is launched so that you can complete the
task.
The method for navigating Configuration Studio is based around Windows Explorer functionality. For example,
double-click to expand folders or click the +- icons to expand or collapse a folder.
Configuration Studio is installed as part of the Experion installation process.
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GETTING STARTED
Prerequisites
You must have an Experion operator account on the Experion server to which you want connection.
Attention
If this is a new installation, use the default operator account mngr .
Attention
The login prompt is only displayed if the account used to log on to Windows is not configured as an operator
either directly or via Windows group membership, that is, if your system is not using single signon. If single
signon is enabled, you do not need to enter a name or password, or select a domain name.
If... Select...
The operator name is maintained in a Windows domain The Windows domain name
The operator name is maintained on the server or system that Servername (the target)
you are connecting, and you use integrated security
You are using traditional operator security <Traditional Operator Security>
c Click OK .
Results
? Configuration Explorer is populated with a tree of items that you can configure for your system or server.
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GETTING STARTED
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GETTING STARTED
Configuration Explorer
Configuration Explorer is displayed as a tab within the Configuration Studio window. Use Configuration
Explorer to navigate through the configuration tasks for your system.
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GETTING STARTED
Configuration
Task list
Explorer tree
Status bar
The Configuration Explorer tree lists all the items that you can configure in your system. These items are
determined by the license details of the Experion server to which you are connected.
When you select an item in the Configuration Explorer tree, the Task list displays the configuration tasks
applicable for the selected item. Click on the task name to start a specific task.
Attention
Tasks are enabled or disabled based on the version of Experion the target server is running.
The status bar displays the server name of the target that you are connected to, your user name, and your
security level. It also displays the server's online or offline status with an icon next to the server name.
Configuration tools
If a task requires a tool, such as Control Builder or Quick Builder, the appropriate tool is launched
automatically. If a task requires a system display, then the appropriate display is called up as a separate tab
within the Configuration Studio window.
Toolbars
The toolbar provides quick access to commonly used commands. The toolbar is dynamic; some buttons are
added or removed, depending on the commands available for the tab displayed in the application.
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GETTING STARTED
Button Description
Connect to . Connects to an Experion system or server on the network.
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GETTING STARTED
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GETTING STARTED
Attention
This task only applies if Configuration Studio is connected to a redundant server. You must connect to one of the
redundant servers; you cannot connect to a system to complete this task.
If an Experion server failover occurs, you need to switch the Configuration Studio connection to the backup
server. After a server failover, the server status in Configuration Studio will be no connection. You can switch to
the backup server using theServer Connection Status dialog box.
Results
After switching to the backup server, all Configuration Studio tasks will be performed on the backup server.
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GETTING STARTED
2 Enter a User Name and Password for the account you wish to switch to. Click OK .
The new user name and the related security level will appear in the status bar instantly.
Attention
Any open tools (tasks opened prior to changing the credential) like Quick Builder will continue to use the old
credential until they are closed and reopened.
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GETTING STARTED
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Configuration tasks help
Related topics
“ System” on page 18
“ Servers ” on page 21
“ Server ” on page 22
“ Stations and Consoles ” on page 25
“ Printers ” on page 27
“ Control Strategy ” on page 28
“ Trends and Groups ” on page 31
“ Displays ” on page 32
“ System Access ” on page 33
“ Alarm and Event Management ” on page 35
“ History ” on page 37
“ Reports ” on page 39
“ Schedules ” on page 40
“ System Interfaces ” on page 41
“ Applications ” on page 42
“ Acronyms” on page 43
“ Application Development ” on page 44
“ Server Scripting ” on page 46
“ File Replication ” on page 47
“ Network ” on page 48
“ Distributed Servers ” on page 50
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CONFIGURATION TASKS HELP
System
The following system tasks are only available if you are connected to a system. If you selected server as your
connection type during the Configuration Studio log on, you cannot access these tasks.
Server Tasks
System Tasks
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CONFIGURATION TASKS HELP
Attention
The ampersand (&) and the question mark (?) characters cannot be used when renaming system names in
Configuration Studio.
Dynamic Alarm Suppression (DAS) is an Experion license option that provides an automated way of
temporarily removing alarms from the default (unfiltered) view of the Alarm Summary. Alarms are removed in
accordance with a set of rules that you configure. By temporarily removing specific alarms from the Alarm
Summary when pre-configured conditions are met, DAS helps operators to focus on the issue at hand or on
other more critical conditions in the plant.
For more information, see theServer and Client Planning Guide and the Server and Client Configuration
Guide.
Search
Determine where an object is used in the system (where used)
You search for where objects are used in the system using the Search utility in Configuration Studio. This search
tracks where a given entity (point, parameter, assets, alarm groups, and display shapes) is used within the
system.
Using the search utility, you can define the search criteria by entering name(s) of entities and then start the
search.
The results of the search returns any instances of the entities existing in the database based on the search
criteria.
Searches can also be conducted to find where parameters are used in selected customer-defined HMIWeb
displays. The utility searches the display files for selected parameter instances and returns results based on the
search criteria.
For example, searching to find where a point 'CM_1' is used in a system. The results could indicate the point
'CM_1' is used in another point 'CM_2' as a connection, is used in 'Display_1' as a reference and is used in
'Alarm_101' as a group item.
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CONFIGURATION TASKS HELP
useful in scenarios where the user wants to search for all EEs in 'run' state, PV compliance to a set point, or
determine the number of EEs for a particular execution cycle time.
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CONFIGURATION TASKS HELP
Servers
Related topics
“ Server Tasks ” on page 18
Server Tasks
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CONFIGURATION TASKS HELP
Server
Related topics
“ Server Tasks ” on page 18
“ Database Administration ” on page 22
“ Search ” on page 19
Server Tasks
Database Administration
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CONFIGURATION TASKS HELP
Search
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CONFIGURATION TASKS HELP
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CONFIGURATION TASKS HELP
Related topics
“ Build Flex Stations ” on page 25
“ Configure Flex Stations ” on page 25
“ Configure Console Stations ” on page 25
“ Configure Consoles ” on page 26
“ Configure server-wide Station settings ” on page 26
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CONFIGURATION TASKS HELP
Configure Consoles
You configure Consoles from the Console Configuration Summary display in Configuration Studio.
For each console you:
? Name the console
? Add Console Stations to the console
To configure a console, click an empty row on the Console Configuration Summary display. The Console
Configuration display opens.
For more information about configuring consoles, see the 'Configuring consoles and Console Stations' section in
the Server and Client Configuration Guide.
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CONFIGURATION TASKS HELP
Printers
Related topics
“ Build printers ” on page 27
“ Configure printers ” on page 27
Build printers
You build printers using Quick Builder in Configuration Studio.
For each printer you can specify:
? The name of the printer, as defined in Windows.
? The character set for printing alarms/events.
Configure printers
You configure printer settings from the Printers display in Configuration Studio, which lists all printers built
using Quick Builder.
For each printer you can:
? Enable and disable the printer
? Specify the font size for reports
? Specify alarm and event setup
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CONFIGURATION TASKS HELP
Control Strategy
Related topics
“ SCADA Control ” on page 28
“ Process Control Strategies ” on page 28
“ I/O and Network Maintenance ” on page 29
SCADA Control
Build channels
You build SCADA channels using Quick Builder in Configuration Studio.
Channels are the communications link between controllers and the Experion server. There is a specific reference
guide for each controller type that describes the settings applicable to your controller type.
For more information about building channels, see theQuick Builder Guide and the controller reference for
your controller type.
Build controllers
You build SCADA controllers using Quick Builder in Configuration Studio.
Controllers are devices used to monitor and control processes and items of field equipment. A controller is
linked to the Experion server by a channel. There is a specific reference guide for each controller type that
describes the settings applicable to your controller type.
For more information about building controllers, see theQuick Builder Guide and the controller reference for
your controller type.
Build points
You build standard (SCADA) points using Quick Builder in Configuration Studio.
Experion uses points to store information about field values or devices, for example, the state of a pump, a
temperature sensor, or the process variable of a control loop.
For more information about points and point parameters, see the 'Understanding and configuring points' section
in the Server and Client Configuration Guide. For more information about building standard points in Quick
Builder, see theQuick Builder Guide.
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CONFIGURATION TASKS HELP
Set device firmware updating - NetworkTools can update firmware in the selected device.
Firmware updates should not be done while the system is on-process.
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CONFIGURATION TASKS HELP
Set device firmware updating - NetworkTools can update firmware in the selected device.
Firmware updates should not be done while the system is on-process.
CNet Set log mode - Records in a text file the modules found in the last Network Tools scan.
Set device firmware updating - NetworkTools can update firmware in the selected device.
Firmware updates should not be done while the system is on-process.
Set warning mode for lonely ControlNet modules - NetworkTools can display a warning
message about lonely CNI conditions.
Set updating of ControlNet parameters - NetworkTools can update the ControlNet parameters in
the selected ControlNet Interface Module (CNI). You can also set the network update time
(NUT).
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CONFIGURATION TASKS HELP
Related topics
“ Configure trends ” on page 31
“ Configure groups ” on page 31
Configure trends
You configure trends from the Trends display. You can also add a point to a trend when you build the point in
Quick Builder or Control Builder.
A trend displays historical data for point parameters that are being collected.
To configure a new trend, click an empty row on the Trend Configuration Summary display. The Trend
Configuration display appears.
For more information about configuring trends, see the 'Configuring groups and trends' section in the
Server
and Client Configuration Guide.
Configure groups
You configure groups from the Groups display. You can also add a point to a group when you build the point in
Quick Builder or Control Builder.
A group display enables you to view point data for up to eight points on a single display. A group display can
contain a mixture of point types.
To configure a new group, click an empty row on the Group Configuration Summary display. The Group
Configuration display appears.
For more information about configuring groups, see the 'Configuring groups and trends' section in the
Server
and Client Configuration Guide.
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CONFIGURATION TASKS HELP
Displays
Related topics
“ Create new Normal display ” on page 32
“ Create new Popup display ” on page 32
“ Create new Dynamic Shape display ” on page 32
“ Create new Shape Sequence display ” on page 32
“ Edit existing displays ” on page 32
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CONFIGURATION TASKS HELP
System Access
Related topics
“ Operator Security ” on page 33
“ Profiles ” on page 34
Operator Security
Attention
Some displays may be unavailable to you in Configuration Studio as they are not configuration pages. If you attempt
to view one of these pages, a warning dialog box will display. You can use Station to access pages which are not
available in Configuration Studio.
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CONFIGURATION TASKS HELP
The legal text displayed in the Electronic Signatures dialog box can be customized to your site requirements.
The legal text informs the operator that their electronic signature is the legally binding equivalent of their
handwritten signature.
You can associate a set of reasons with a particular action so that when the operator performs an action and
provides a signature, the operator can select from a list of pre-configured reasons.
Parameter Security
Profiles
A profile consists of an asset list, containing one or more assets, and a time period. If you are using operator-
based security, profiles provide:
? Additional security, through the ability to assign assets only for specified times.
? A method of giving an operator additional access at specified times. For example, after hours monitoring
from a central location.
? A quick way of assigning assets to operators.
For more information about profiles, see the 'Configuring security and access' section of the
Server and Client
Configuration Guide.
Configure profiles
You configure profiles from the Profiles display in Configuration Studio.
To configure a profile, you must have already defined one or more asset lists and one or more time periods. In a
profile, you can define up to 16 pairs of an asset list associated with a time period.
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CONFIGURATION TASKS HELP
Related topics
“ Configure alarm processing ” on page 35
“ Configure alarm and alert notification settings ” on page 35
“ Configure event archiving ” on page 35
“ Configure alarm appearance ” on page 36
“ Server-wide alarm and event options ” on page 36
“ Configure alarm trackers ” on page 36
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CONFIGURATION TASKS HELP
The Configure alarm trackers task in Configuration Studio calls up theAlarm Trackers display.
You use this display to configure alarm trackers that you can subsequently assign to operators (or Stations,
Consoles, or Console Stations) in your server cluster.
Alarm trackers provide a graphical, time-based view of alarms on assets within an operator ’s
responsibility. An alarm tracker is displayed in a pane on the Experion Alarm Summary and provides a
convenient way of viewing “ clusters ” of alarms on individual assets. By grouping alarms in this way, an alarm
tracker helps operators to respond more quickly to alarms in abnormal situations like alarm floods.
For information about configuring alarm trackers and assigning an alarm tracker to operators, Stations,
Consoles, or Console Stations, see “ Configuring alarm trackers ” in the
Server and Client Configuration Guide.
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CONFIGURATION TASKS HELP
History
The History options in Configuration Studio call up history collection displays that you can use to:
? Define standard, extended, fast, or exception history collection rates and gating points (that is, the conditions
under which data is collected).
? Configure archiving for point parameters.
Note that you can also define history collection rates and gating points for point parameters when you configure
your control strategy in Configuration Studio, using:
? Control Builder for process points (use the Server History tab).
? Quick Builder for status, analog, or accumulator points on other types of controllers (use the History tab).
Attention
Any changes that you make using either Control Builder or Quick Builder will overwrite configuration changes made
via the History Collection displays unless you upload those changes before you next download to the server from
Control Builder or Quick Builder.
Related topics
“ Standard history collection ” on page 37
“ Extended history collection ” on page 37
“ Fast history collection ” on page 37
“ Exception history collection ” on page 38
“ Configure history archiving ” on page 38
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CONFIGURATION TASKS HELP
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CONFIGURATION TASKS HELP
Reports
Related topics
“ Define reports ” on page 39
“ Server-wide report settings ” on page 39
Define reports
You define reports from the Reports display in Configuration Studio.
When you define a report, you can configure the following:
? The report type.
? A unique name for the report.
? A report title to be shown on the report output and summary display.
? Identify an application program to be requested after the report is complete.
? The report destination.
? Enable Reporting on Request.
? Enable Periodic Reporting.
? Assign security so that only operators or Stations with a specific asset assigned can view or request the
report.
For more information about reports, see the 'Configuring reports' section of the
Server and Client Configuration
Guide.
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CONFIGURATION TASKS HELP
Schedules
Related topics
“ Configure point control schedules ” on page 40
“ Configure holidays ” on page 40
“ Configure shifts ” on page 40
Configure holidays
You configure holidays from the Schedules display in Configuration Studio.
In the Schedules display you identify the date of each holiday.
Configure shifts
You configure shifts from the Schedules display in Configuration Studio.
In the Schedules display you identify the start time and length of your work shifts.
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CONFIGURATION TASKS HELP
System Interfaces
Related topics
“ Configure system interfaces ” on page 41
“ Configure OPC Integrator ” on page 41
“ View distributed servers ” on page 41
“ View redundant server configuration ” on page 41
System interfaces are high-level Experion interfaces to exchange data with other applications or subsystems
without the need to separately define points.
In the System Interfaces display you can configure interfaces such as OPC or TPS, and others.
For more information about the OPC interface, see the 'Configuring OPC' section in the
Server and Client
Configuration Guide.
For more information about TPS interface, see theIntegrated Experion-TPS Nodes (ES-T, ESVT, ACE-T) User's
Guide.
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CONFIGURATION TASKS HELP
Applications
Related topics
“ Configure SCADA recipes ” on page 42
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CONFIGURATION TASKS HELP
Acronyms
An acronym describes the meaning of a parameter's state (or integer value). For example, the acronyms
'Stopped' and 'Running' are more meaningful in displays than the raw parameter values '0' and '1'.
Related topics
“ Configure system acronyms ” on page 43
“ Configure TDC CL acronyms ” on page 43
“ Configure user acronyms ” on page 43
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CONFIGURATION TASKS HELP
Application Development
Related topics
“ User developed applications ” on page 44
“ Application point lists ” on page 44
“ System sinewave ” on page 44
“ Task timers ” on page 44
“ Watchdog timers ” on page 44
“ User-defined data formats ” on page 45
System sinewave
You configure the system sinewave from the Applications display in Configuration Studio.
Task timers
You view task timers from the Applications display in Configuration Studio.
Task timers are started by applications making a call to the application programming library routine TMSTRT.
In the Applications display, you can view applications that have started a task timer.
For more information about the TMSTRT library routines, see the 'Application Library for C and C++' chapter
in the Application Development Guide.
Watchdog timers
You view watchdog timers from the Applications display in Configuration Studio.
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CONFIGURATION TASKS HELP
Watchdog timers are started by applications making a call to the application programming library routine
WDSTRT. Your application periodically resets the countdown timer by making a call to the application
programming library routine WDON.
In the Applications display you can view applications that have started watchdog timer, the action set on failure,
and the current timer.
For more information about the WDSTRT and WDON library routines, see the 'Application Library for C and C
++' chapter in the Application Development Guide.
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CONFIGURATION TASKS HELP
Server Scripting
Related topics
“ Configure script engines ” on page 46
“ Configure server scripts ” on page 46
“ View point scripts ” on page 46
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CONFIGURATION TASKS HELP
File Replication
Related topics
“ Configure file replication ” on page 47
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CONFIGURATION TASKS HELP
Network
The following network tasks are only available if you are connected to a system. If you selected server as your
connection type during the Configuration Studio log on, you cannot access these tasks.
Related topics
“ Network Tasks ” on page 48
“ Computer Tasks ” on page 48
“ Devices Tasks ” on page 49
Network Tasks
Refresh
You can rebuild the network tree from the EMDB and Experion point database.
Computer Tasks
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CONFIGURATION TASKS HELP
Devices Tasks
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CONFIGURATION TASKS HELP
Distributed Servers
Related topics
“ Configure DSA ” on page 50
Configure DSA
DSA enables multiple Experion servers to share data, alarms, and history without the need for duplicate
configuration on any server. This is the preferred method for transferring data between servers in large systems.
For more information in configuring DSA, see ” Configuring Distributed System Architecture ” s
Configuration Guide
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Notices
Trademarks
Experion? , PlantScape? , SafeBrowse? , TotalPlant? and TDC 3000? are registered trademarks of Honeywell
International, Inc.
Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention
of trademark infringement.
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NOTICES
Documentation feedback
You can find the most up-to-date documents on the Honeywell Process Solutions website at:
http://www.honeywellprocess.com/
If you have comments about Honeywell Process Solutions documentation, send your feedback to:
hpsdocs@honeywell.com
Use this email address to provide feedback, or to report errors and omissions in the documentation. For
immediate help with a technical problem, contact your local support center.
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NOTICES
Phone 1-800-822-7673
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Contact Honeywell Global TAC - India
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53
NOTICES
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Contact Honeywell Global TAC - Korea
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NOTICES
Japan
Contact Honeywell Global TAC - Japan
Facsimile +81-3-6730-7228
E-mail Global-TAC-JapanJA25@honeywell.com
Elsewhere
Contact your nearest Honeywell office.
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NOTICES
Training classes
Honeywell holds technical training classes on Experion. These classes are taught by experts in the field of
process control systems. For more information about these classes, contact your Honeywell representative, or
see http://www.automationcollege.com.
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Index
extended history 37
A
alarm suppression
configuring 18 F
alarm trackers
fast history 37
Configuration Studio task 36
configuring 36
alarms H
Dynamic Alarm Suppression 18
history
suppression 18
collection 37
C exception history 37, 38
extended history 37
Configuration Studio fast history 37
configure alarm suppression 18 standard history 37
D
Dynamic Alarm Suppression S
configuring 18 standard history 37
E
exception history 37, 38
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INDEX
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