Citect SCADA

Configuration
Study Guide
2016

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November 2016 Edition for Citect SCADA 2016

ii Citect SCADA 2016 - Configuration Exam November 2016

Contents
CHAPTER 1: 2016 CONFIGURATION EXAM TOPICS OVERVIEW........................... 1-4

Introduction to Citect SCADA ...................................................................................... 1-5

Overview of the Citect Studio ....................................................................................... 1-5
Define a Topology ......................................................................................................... 1-8
System Model ................................................................................................................ 1-9
Equipment .................................................................................................................... 1-10
Graphics ....................................................................................................................... 1-11
Operator Input .............................................................................................................. 1-12
Devices......................................................................................................................... 1-13
Events........................................................................................................................... 1-14
Alarms .......................................................................................................................... 1-15
Process Analyst ............................................................................................................ 1-16
Page Management ........................................................................................................ 1-17
Reports ......................................................................................................................... 1-18
Security ........................................................................................................................ 1-19

Citect SCADA 2016 - Configuration Exam iii

Chapter 1: 2016 Configuration Exam Topics Overview
Introduction

The first of the Citect SCADA Certified Expert (CSCE) exam is the Configuration Exam. This
exam is based around information that is covered in the Citect SCADA Configuration
Course.

This Exam Covers These Topics:

Introduction to Citect SCADA

Overview of the Citect Studio

Project Management

Define a Topology

System Model

Equipment

Graphics

Operator Input

Genies

Popup Pages

Devices

Events

Process Analyst

Page Management

Reports

Security

1-4 Citect SCADA 2016 - Configuration Exam

Introduction to Citect SCADA
Citect SCADA is a Supervisory Control and Data Acquisition (SCADA) solution that is used
to manage and monitor processes in manufacturing, primary production, utilities delivery,
and facilities management.

Citect SCADA has been designed with flexibility in mind; therefore, a system may be
configured to suit your industrial application and project requirements.

Citect SCADA suits both small and large applications and can be configured to keep pace
with the plant and information requirements as they change and expand.

Citect SCADA is easy to learn and use. Features such as templates, genies, and wizards help
reduce the time and effort required to configure the system.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Install Citect SCADA 2016

Start Citect SCADA and open each of the programs that make up the
Configuration Environment.

Explore the new features

Understand the configuration and workflow in Citect SCADA

Familiarise yourself with different activities in the Citect Studio

Note which projects are included by default

View the Include projects

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topics

o Getting Started > What's New in Citect SCADA

o About Citect SCADA > Working with Citect SCADA

Citect SCADA 2016 - Configuration Exam 1-5

Overview of the Citect Studio
The Citect Studio is divided into several activities, such as Project, Topology, System Model
and Visualisation, which allow accessing different plant functions through a single interface.

Some of these activities allow configuring the logical representation of the plant whereas the
Deployment activity allows controlling and monitoring of the version runtime project on
each computer.

The Citect Studio comprises an Activity Bar to allow for navigating between different
activities and global commands like Compile and Run.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Understand various activities and their functionalities in the Citect Studio

Describe how to navigate in the Citect Studio using the Activity Bar

Define what is the Command bar and the Compile Messages Area

Understand the concept of the Grid Editor and Property Grid

Understand how to perform various actions in the Grid Editor such as sorting,
filtering, adding and deleting rows and exporting/importing data to/from
Microsoft Excel

Define three Runtime Tools

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Citect SCADA Citect Studio

1-6 Citect SCADA 2016 - Configuration Exam

Project Management
Citect SCADA is a project-based application where projects are organized using the Projects
activity in the Citect Studio.

Citect SCADA projects are repositories that hold the configuration information for your
system that includes information such as I/O devices, tags, alarms, and graphic pages. The
Projects activity is used to create, manage, and configure projects. Fundamental tasks such as
creating, deleting, backing up, and restoring projects are also performed in the Projects
activity.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Define the features in the Projects activity

Describe various types of Citect SCADA projects

Create a new project

Describe the benefits of a Starter project

Utilise the Starter projects

Backup, delete, and restore a project

Add a custom Include project

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Citect SCADA Projects > About Projects

Citect SCADA 2016 - Configuration Exam 1-7

Define a Topology
Citect SCADA can communicate with many types of control or monitoring I/O devices,
including Programmable Logic Controllers (PLCs), loop controllers, bar code readers,
scientific analysers, Remote Terminal Units (RTUs), and Distributed Control Systems (DCS).

Citect SCADA communicates directly with the I/O devices in the plant or factory, allowing
data transfer to, or from, the device and supervisory control of the system.

In Citect SCADA, the Topology activity allows the configuration of the SCADA systems to
support the above mentioned communications. Citect SCADA supports a client-server
network architecture. This provides the flexibility to adapt a Citect SCADA system to any
production scenario, with support for scalability, server clustering, and system redundancy.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Describe the four components to be configured for Citect SCADA

communications

Utilise various features within the Topology activity

Configure Topology settings

Use the Device Communications Wizard

Review the communication components

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Topology

1-8 Citect SCADA 2016 - Configuration Exam

System Model
The System Model activity allows you to configure and view equipment, variable tags,
alarms, trend tags, SPC tags and accumulators.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Describe and utilize various features within the System Model activity

Understand the concept of equipment, variable tags and alarms in Citect SCADA

Configure variable tags in System Model activity

Create a tag database

Understand how to test communications in Citect SCADA

Use Microsoft Excel to add variable tags

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o System Model

Citect SCADA 2016 - Configuration Exam 1-9

Equipment
In a SCADA system, the term equipment is used to refer to logical groupings around specific
objects. For example, a Motor will have a variety of operational and monitoring tags along
with alarms and trends. These may be grouped into a generic Motor "template" which may
be used to create as many motors, and their associated items, as are required for the project.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Describe the concept of equipment and its advantages

Create an equipment instance using the Equipment Editor

Create an equipment instance in the Citect Studio

Explain equipment types

Create equipment items

Duplicate equipment

Associate equipment with existing variable tags

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o System Model > Overview of Equipment

1-10 Citect SCADA 2016 - Configuration Exam

Graphics
The graphics pages are one of the principal components of a Citect SCADA system. They are
the interface for plant operators, and can be designed to display data as well as to accept
operator input.

Graphics pages are comprised of a page template, the objects drawn on the page, as well as
properties specific to the page.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Create graphics pages and draw basic objects

Explain how dynamic objects may be used to indicate changes in the plant

Create custom symbols

Utilise Active X objects

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Visualization

Citect SCADA 2016 - Configuration Exam 1-11

Operator Input
The various operator input methods allow operators to interact with the Citect SCADA
runtime system. There are three major types of operator input methods:

Slider controls that an operator can use to change the values of analog variables.

Touch commands that an operator can perform by clicking on an object with the
mouse.

Keyboard commands that an operator can perform by typing instructions on the

keyboard.

Privileges and areas may be assigned to each of these and a message can be sent to a log file
each time an operator performs a command.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Create slider controls

Create touch commands

Define keyboard keys

Create keyboard commands

Distinguish the difference between system, page and object commands

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Visualization > Define Commands in Citect Studio

1-12 Citect SCADA 2016 - Configuration Exam

Devices
A Device is a utility that transfers high-level data (such as a report, command log or alarm
log) between Citect SCADA and other elements (such as a printer, database, RTF file, or
ASCII file) in the Citect SCADA system.

Devices are similar to I/O devices in that they both allow Citect SCADA to exchange data
with other components in a control and monitoring system.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Describe the purpose of devices

Compare the different device formats

Examine how history files may be constructed for long term storage of data

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Setup > Devices used for reports and command or alarm logs

Citect SCADA 2016 - Configuration Exam 1-13

Events
Events may be used to trigger an action such as a command or set of commands. For
example, an operator can be notified when a process is complete, or a series of instructions
can be executed when a process reaches a certain stage.

Events may be run by the following methods:

Automatically at a specified time and period

Automatically when a trigger condition becomes TRUE

Automatically when a trigger condition is TRUE at a specified time and period.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Create time-based and trigger-based events

Describe the difference between different types of events

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Topology > Profiles > Profile Wizard > Configure Events

1-14 Citect SCADA 2016 - Configuration Exam

Alarms
To help protect plant equipment, the Citect SCADA alarm server constantly monitors
equipment and alerts operators of any equipment issues or alarm condition.

The Citect SCADA supports two types of alarms:

Hardware Alarm - The Citect SCADA runs diagnostic routines continually to

check peripheral equipment, such as I/O devices. Any abnormal behaviours are
reported automatically to the operator. This facility is fully integrated within
Citect SCADA no configuration is necessary.

Configured Alarms - Unlike hardware alarms, the alarms that report unexpected
issues in the plant (for example, when a tank level is too high or when a motor
overheats) need to be configured individually.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Describe the different types of alarms

Utilise the equipment types to create new alarms

Configure alarm categories

Display alarms

Utilise alarm properties as tags

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topics

o System Model > Overview of Alarms

o Setup > Alarm Categories

Citect SCADA 2016 - Configuration Exam 1-15

Process Analyst
The Citect SCADA Process Analyst is an ActiveX control designed to allow operators to view
trend data from a Citect SCADA Trend server, and alarm tag data from a Citect SCADA
Alarm server. The Process Analyst provides a visual means to analyse and compare trend
data (real-time and historical) in a more intuitive manner.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Utilise the equipment types to create trend tags

Examine the Process Analyst pages

Display trend, alarm and variable tags in the Process Analyst

Export trend data into different formats

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Runtime Client Tools > Process Analyst

1-16 Citect SCADA 2016 - Configuration Exam

Page Management
The primary means of navigation throughout a Citect SCADA project is the menu system.
Citect SCADA will create a default menu system if none is created during the construction of
the project, although this will generally not offer sufficient flexibility, as has been seen in
previous stages of this course. Menu entries may be configured to open specific graphics
pages or to launch Cicode functions.

A well designed menu system will assist operators in their use of the Citect SCADA project.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Examine the menu system created by the Starter project

Modify existing menu entries

Create customised menu items

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Visualization > Configuring Page Menus in Citect Studio

Citect SCADA 2016 - Configuration Exam 1-17

Reports
Regular reports on the status of the plant and reports to provide information about special
conditions in the plant may be defined within the Citect SCADA project. Reports can be run
on a request basis, at specified times, or when certain events occur (such as a change of state
in a bit address). Reports can also include Cicode statements that execute when the report
runs.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Create an RTF report

Display the report in runtime

Add menu entries for the report

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Visualization > Reports on the Status of your Plant

1-18 Citect SCADA 2016 - Configuration Exam

Security
For large applications, or applications where access to certain processes or machinery needs
to be restricted, security should be built into the system. It is possible to restrict access to
commands that should not be available to all operators, for example, commands that operate
specialized machinery, acknowledge alarms, or print sensitive reports.

A separate password may be assigned to each of the operators, that need to be entered before
the operator can use the system.

Suggested Learning Objectives

Use these suggested learning objectives to increase your understanding of the topic.

Discuss the requirements to set up plant Security

Create users and roles

Apply privileges to different areas of a plant

Describe the effects of different privileges

Examine security within the Operating System

Further Reading

Use the following references to assist your understanding of the topic.

Citect SCADA Help Topic

o Security > About Security > User Security

Citect SCADA 2016 - Configuration Exam 1-19