Professional Documents
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Version 1
May 2016
Copyright Notice
Since the equipment explained in this document has a variety of uses, the user and those
responsible for applying this equipment must satisfy themselves as to the acceptability of each
application and use of the equipment. Under no circumstances will Emerson Process
Management be responsible or liable for any damage, including indirect or consequential losses
resulting from the use, misuse, or application of this equipment.
The text, illustrations, charts, and examples included in this manual are intended solely to explain
TM
the use and application of the Ovation Unit. Due to the many variables associated with specific
uses or applications, Emerson Process Management cannot assume responsibility or liability for
actual use based upon the data provided in this manual.
No patent liability is assumed by Emerson Process Management with respect to the use of
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Copyright © Emerson Process Management Power & Water Solutions, Inc. All rights reserved.
Emerson Process Management
Power & Water Solutions
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Web site: https://www.ovationusers.com
Contents
OW360_44 i
Table of Contents
5.9 To create and configure the VCSLS in the Ovation system ............................................. 25
5.9.1 Configuring the VCSLS Config tab ...................................................................... 28
5.9.2 Configuring the VCSLS General tab .................................................................... 29
5.9.3 Configuring the VCSLS Proof Testing tab ........................................................... 30
5.10 To configure an SIS I/O simulator ..................................................................................... 32
Index 35
ii OW360_44
S E C T I O N 1
IN THIS SECTION
Ovation Virtual Safety Instrumented System with Electronic Marshalling (Virtual SIS CHARMs)
enables the simulation of hardware components of an SIS CHARMs system. Virtual SIS CHARMs
can be used to prepare and test safety logic without the actual hardware. It is used in a Safety
Instrumented System to place and/or maintain the equipment under control in an appropriate
state.
Virtual SIS CHARMs enables the virtualization of CHARM Smart Logic Solvers (CSLSs) and
CHAMRs I/Os that are connected to it.
The Virtual SIS CHARMs system can be configured with a hardware-based Ovation system or a
Virtual Ovation system. Virtual SIS CHARMs uses the Virtual Controllers (see page 15).
The Virtual SIS CHARMs application replicates the behavior of the SIS CHARMs hardware in the
closest possible manner. It reduces the engineering cost and allows you to understand the
system without compromising the real hardware.
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1.3 Terminology of Virtual SIS CHARMs
The following table describes terms that are generally used with the Virtual SIS CHARMs
application.
TERM DESCRIPTION
Be advised of the following rules when working with Virtual SIS CHARMs:
You cannot use Virtual SIS CHARMs to control the real processes.
You cannot use CSLSs and VCSLSs under a single Ovation Controller.
You should always configure VCSLS as simplex.
Every VCSLS is a separate Virtual Machine (VM).
VCSLS executes five times slower than the CSLS.
2 OW360_44
S E C T I O N 2
IN THIS SECTION
The following table describes the hardware requirements for the Virtual SIS CHARMs application
apart from the standard Ovation requirements.
Hardware Component
Each Virtual CHARM Smart Logic Solver (VCSLS) requires the following resources from the VM
server.
Note: Unlike hardware-based Ovation SIS CHARMs system, the VCSLS communicates with the
Virtual Controller over the Ovation network interface. The Virtual Controller Host (VCH) network
interface bridge must be configured with a second IP address in the 10.4.*.* IP format. Also, if
the SIS CHARM I/O Device has configured the redundant SIS network, the VCH network
interface bridge must be configured with the third IP address in the 10.6.*.* IP format.
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2.2 Software requirements for Virtual SIS CHARMs
The following table describes the software requirements for the Virtual SIS CHARM application.
Software requirements
Note: The VCSLS image comes with the Ovation software installation disk. However, the VM
server software is not a part of the Ovation software installation disk.
You must have the following licenses to use the Virtual SIS CHARM:
Ovation.
SIS CHARMs.
Virtual Controller.
4 OW360_44
S E C T I O N 3
IN THIS SECTION
You can configure the Virtual SIS CHARMs system with a hardware-based Ovation system (see
page 5) or a Virtual Ovation system (see page 6).
The Virtual SIS CHARMs can be connected to an existing hardware-based Ovation system by
adding a VCH, VM server to the Ovation network, and VCSLSs on the VM network as shown in
the following figure.
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3.3 Virtual SIS CHARMs with Virtual Ovation
The Virtual SIS CHARMs can be added to the Virtual Ovation system by adding the VCSLSs as
shown in the following figure.
6 OW360_44
S E C T I O N 4
IN THIS SECTION
The Virtual SIS CHARMs system supports only 16 VCSLS per Virtual Controller. Also, before you
start, install Ovation and the VM server.
Perform the following steps to install and configure the Virtual SIS CHARMs:
1. Configure the Ovation Developer Studio (refer to the Ovation Developer Studio User Guide).
2. Setup and configure a VM server.
Note: It is beyond the scope of this document to discuss how to set up and configure a VM
server. To setup and configure a VM server, refer to the vendor's VM server documentation.
3. Prepare a new custom virtual machine for VCSLS (see page 7).
4. Install the VCSLS software (see page 8).
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4.2 To prepare a new custom Virtual Machine (VM) for VCSLS
Note: The information provided here discusses how to prepare a new custom Virtual Machine
(VM) for VCSLS. It is beyond the scope of this document to discuss how to set up VM hardware.
Refer to the vendor's VM server documentation to setup VM hardware.
Note: The CD/DVD drive is required only for the VCSLS image installation. After installation of
the image, it can be safely removed or disconnected.
8 OW360_44
4.3 To Install the VCSLS software
1. Start the Virtual Machine (VM). The VM starts from the CD image.
2. The installation process starts with booting QNX SDP. The installation completes
automatically.
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4.3 To Install the VCSLS software
10 OW360_44
4.3 To Install the VCSLS software
4. Access the VM Properties and use the required option to disconnect the CD.
5. Restart the VM. The VM starts as a VCSLS and the following message appears at the VM
console:
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S E C T I O N 5
IN THIS SECTION
The following steps provide an overview of adding and configuring the SIS hierarchy in the
Ovation Developer Studio:
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5.1 Overview of adding and configuring Virtual SIS CHARMs components
The following figure illustrates an example of the Virtual SIS configuration hierarchy in the Ovation
Developer Studio.
14 OW360_44
5.2 Using the Ovation Developer Studio to configure Virtual SIS CHARMs components
Adding and configuring the various software components of Virtual SIS CHARMs involves an
understanding of the Ovation Developer Studio. Many procedures, such as adding networks,
devices, and points, require using options from the Developer Studio’s right-click menu. Emerson
recommends that you familiarize yourself with the Ovation Developer Studio functions before
configuring Virtual SIS CHARMs components. Refer to the Ovation Developer Studio User Guide
for more information.
Note: Before an SIS point can be deleted, it must be in the Local Safety Network (LSN) and not
in the SIS CHARMs Smart Logic Solver, have all references removed, and moved using the
drag- and-drop operation to the parent Controller.
SIS can only be enabled if SIS licenses are installed on the Ovation system. Before starting the
SIS configuration, verify the availability of the SIS licenses. The SIS licenses are accessed
through the Developer Studio. Refer to the Ovation Developer Studio User Guide for more
information.
When your Ovation system is loaded, the Developer Studio icon appears on your desktop.
Double-click the icon and the Developer Studio window appears.
You can also access the Developer Studio from the Point menu of the Operator Station
applications, such as Point Information. For more information, refer to the Ovation Operator
Station User Guide.
Note: Much of the setup and configuration of the Developer Studio contents and hierarchy is
performed by an Emerson representative before the system is installed in your plant.
After setup is complete, create a Virtual Controller drop for SIS CHARMs.
Prerequisite
Make sure that the Ovation network server is running.
Perform the following steps to add an SIS CHARMs I/O device to the Ovation System:
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5.6 To add an SIS CHARMs I/O device to the Ovation System
2. Use the system tree to navigate through the following nodes and their sub nodes to the I/O
Devices:
Hardware Root
Systems
[System name]
Networks
[Network name]
Units
[Unit name]
Drops
[Drop name]
I/O Devices
3. Right-click I/O Devices and select Insert New from the pop-up menu. The Insert New [I/O
Devices] Wizard appears.
16 OW360_44
5.6 To add an SIS CHARMs I/O device to the Ovation System
4. Select the next available device number for the new Ovation SIS CHARMs I/O device from
the I/O Device Number list. For example, select 5 from the I/O Device Type list.
5. Select Ovation SIS CHARMs from the I/O Device Type list.
6. Click Finish. The configuration window for the new Ovation SIS CHARMs I/O device appears.
(Notice that the field for the Node Record Point Name is blank.)
7. Enter the attributes for the new Ovation SIS CHARMs I/O device. See the following table.
Note: The IP addresses for the SIS I/O Device are automatically filled. You cannot change
them.
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5.6 To add an SIS CHARMs I/O device to the Ovation System
ATTRIBUTE DESCRIPTION
I/O Device Number Number of the Ovation SIS CHARMs I/O device. This is displayed by the system.
I/O Device Type Ovation SIS CHARMs. This is displayed by the system.
Node Record Point Comes from the Node point (RN record type). See To associate a Node point with
Name an SIS CHARMs I/O device (see page 19) for instructions on creating the Node
point.
Enable SIS I/O Indicate whether the Virtual SIS I/O simulation (see page 32) is enabled.
Simulation
Network Interface
Network Interface This can be a single or dual network connection.
Connection
Network Interface Primary SIS Network Interface. Select N1 from the list.
Backup Network Backup SIS Network Interface. Select N4 from the list. This option is applicable to
Interface the hardware controller when the Network Interface Connection is set to Dual.
Primary Network Interface
IP Address IP Address of the primary SIS network interface.
Interface Mode Ethernet connection speed and duplex mode. Set to auto-negotiate.
Backup IP Address The IP Address of the backup SIS network interface for the primary half of the
Controller. This is applicable if you have selected dual for the Network Interface
Connection.
Backup Interface Ethernet connection speed and duplex mode. Set to auto-negotiate. This is a
Mode read-only field and filled in by the system based on the selection of the Interface
Mode for the Primary Network Interface.
Partner Network Interface
IP Address IP Address of partner network interface.
Interface Mode Ethernet connection speed and duplex mode. Set to auto-negotiate. This is a
read-only field and filled in by the system based on the selection of the Interface
Mode for the Primary Network Interface.
Backup IP Address The IP Address of the backup SIS network interface for the partner half of the
Controller (if redundant). This is applicable if you have selected Dual for the
Network Interface Connection.
Backup Interface Ethernet connection speed and duplex mode. Set to auto-negotiate. This is a
Mode read-only field and filled in by the system based on the selection of the Interface
Mode for the Primary Network Interface.
Network Device
SIS Netmask Set by the system.
18 OW360_44
5.6 To add an SIS CHARMs I/O device to the Ovation System
8. After you have defined all of the attributes, click Ok or Apply and the new SIS I/O Device
appears in the Ovation Developer Studio hierarchy tree.
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5.6 To add an SIS CHARMs I/O device to the Ovation System
Prerequisites
Make sure that the Ovation network server is running.
Make sure you have added and configured an SIS CHARMs I/O Device (see page 15).
Perform the following steps to associate a Node point with an SIS CHARMs I/O device:
Note: After you have added an SIS CHARMs I/O device, you need to create a Node point and
assign it to the new SIS CHARMs I/O device.
4. Enter a point name and select the desired frequency for the point.
5. Click Finish. The New Node Points configuration window appears.
6. Select the Hardware tab.
20 OW360_44
5.6 To add an SIS CHARMs I/O device to the Ovation System
8. After the Node point has been created and assigned to the SIS CHARMs I/O Device, open
the referenced SIS CHARMs I/O device (if already open in the Ovation Developer Studio, click
the Refresh button.) The newly created Node point name appears in the Node Record Point
Name field.
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5.7 To add an IOIC device and SIS CHARMs I/O device number (Device driver)
5.7 To add an IOIC device and SIS CHARMs I/O device number
(Device driver)
Prerequisites
Make sure that the Ovation network server is running.
Make sure you have added and configured a Virtual Controller (see page 15).
Make sure you have added and configured an SIS CHARMs I/O Device (see page 15).
Perform the following steps to add an IOIC device and SIS CHARMs I/O device number (Device
driver):
Note: If you need to change a driver on a previously configured device, or anytime a new device
is added, perform a Clear/Load function on the Controller. The Device Number represents the
physical devices that can communicate with the Controller.
22 OW360_44
5.7 To add an IOIC device and SIS CHARMs I/O device number (Device driver)
Figure 15: I/O Driver Type option for SIS CHARMs device
OW360_44 23
5.8 To create and configure a Local Safety Network (LSN)
Note: A failover occurs in the SIS Interface Controller, if the following settings are made:
In the Developer Studio navigate to: SIS Controller > Configuration > Controller > Devices >
Device Numbers.
Find SIS Device (usually Device 2), open the device and set the Fail Controller On
Error option to True.
If the Ovation Controller network cables are unplugged (or broken), then the Controller will
failover after timeout. If the connection is to be restored before the timeout, then the Controller
will not failover. By default, the Timeout is set to 10000 msec.
7. Click Ok to save the Ovation SIS CHARMs device driver to the database.
Prerequisites
Make sure that the Ovation network server is running.
Make sure you have added and configured a Virtual Controller (see page 15).
Make sure you have added and configured an SIS CHARMs I/O Device (see page 15).
Make sure you have added and configured an SIS CHARMs I/O Number.
Perform the following steps to create and configure a Local Safety Network (LSN):
24 OW360_44
5.9 To create and configure the VCSLS in the Ovation system
3. Right-click the SIS Local Safety Network. Click Insert New from the pop-up menu. The New
SIS Local Safety Network window appears.
4. Enter the description of the LSN in the Description field on the New SIS Local Safety
Network window.
Note: The description of the Local Safety Network (LSN) in the Description field is forced to
change to uppercase letters. Also, this description displays as a suffix with the Local Safety
Network in the Ovation Developer Studio hierarchy tree.
Prerequisites
Make sure that the Ovation network server is running.
Make sure you have added and configured a Virtual Controller (see page 15).
Make sure you have added and configured an SIS CHARMs I/O Device (see page 15).
Make sure you have added and configured an SIS CHARMs I/O Device Number.
Make sure you have added and configured a Local Safety Network (LSN) (see page 24).
OW360_44 25
5.9 To create and configure the VCSLS in the Ovation system
Perform the following steps to create and configure the VCSLS in the Ovation system:
26 OW360_44
5.9 To create and configure the VCSLS in the Ovation system
4. Enter the following attributes for the new SIS CHARMs Smart Logic Solver.
ATTRIBUTE DESCRIPTION
SIS Logic Solver Enter a unique SIS CHARMs Smart Logic Solver name that is not used anywhere
Name else in your system.
Note: The SIS CHARMs Smart Logic Solver Name cannot be changed after the
CSLS has been created in the Ovation database.
SIS Logic Solver Select an ID for the SIS CHARMs Smart Logic Solver. The valid range of IDs is 1
ID to 16.
Redundant SIS Select this check box if the SIS CHARMs Smart Logic Solver works in a redundant
Logic Solver mode (if a partner is present).
You cannot change the redundancy mode after the SIS CHARMs Smart Logic
Solver has been assigned.
5. Click the Finish button. The configuration window for the new SIS CHARMs Smart Logic
Solver appears.
6. Enter the appropriate values for the attributes in each tab (optional), and then select OK.
Config tab (see page 28).
General tab (see page 29).
Proof Testing tab (see page 30).
7. The new SIS CHARMs Smart Logic Solver appears in the Ovation Studio hierarchy tree.
Notes: When a SIS CHARMs Smart Logic Solver is added to the Studio, 16 Control Modules
are automatically created and appear under the CHARMs Smart Logic Solver in the Studio tree.
A hierarchy node for SIS I/O CHARMs is also included under each CHARMs Smart Logic
Solver, and appear in the Studio WorkPad area.
For more information on other right-click functions, see the Ovation Developer Studio User
Guide.
8. Click Ok to save the Ovation SIS CHARMs Logic Solver (CSLS) to the database.
OW360_44 27
5.9 To create and configure the VCSLS in the Ovation system
After you insert a new SIS CHARMs Smart Logic Solver in the Ovation Developer Studio, a
configuration window for the new device appears. Use the Config tab to set the appropriate
attributes for the new SIS CHARMs Smart Logic Solver.
Figure 18: CHARMs Smart Logic Solver configuration window (Config tab)
ATTRIBUTE DESCRIPTION
SIS Logic Solver Name Enter a unique SIS CHARMs Smart Logic Solver name that is not used
anywhere else in your system.
Note: The SIS CHARMs Smart Logic Solver Name cannot be changed after
the CSLS has been created in the Ovation database.
SIS Logic Solver ID Enter an ID for the CHARMs Smart Logic Solver. The valid range of IDs is 1 to
16.
28 OW360_44
5.9 To create and configure the VCSLS in the Ovation system
ATTRIBUTE DESCRIPTION
Assigned The Assigned check box is automatically selected by the system when you
assign the CHARMs Smart Logic Solver to a physical device.
Primary MAC Address The Primary MAC Address is automatically filled in by the system when you
assign the primary CHARMs Smart Logic Solver to a physical device.
Partner MAC Address The Partner MAC Address is automatically filled in by the system when you
assign the partner CHARMs Smart Logic Solver to a physical device. The
Partner MAC Address is only applicable for a redundant CHARMs Smart Logic
Solver.
Enable Key-lock Select the Enable Key-lock check box to prevent the CSLS Unlock operation in
the Ovation Developer Studio from succeeding if the physical lock for the
physical CSLS device is in the Lock position.
Ovation Point Name Enter the point name in the Ovation Point Name field. The point holds CHARMs
Smart Logic Solver status information. The point is created under a Node Point
and its hardware assignment will be performed automatically.
This is the preferred way to assign RN points to CHARMs Smart Logic Solvers.
Otherwise, the description of the RN point bits is not filled in.
After you insert a new SIS CHARMs Smart Logic Solver in the Ovation Developer Studio, a
configuration window for the new device appears. Use the General tab to set the appropriate
attributes for the new SIS CHARMs Smart Logic Solver.
Figure 19: CHARMs Smart Logic Solver configuration window (General tab)
OW360_44 29
5.9 To create and configure the VCSLS in the Ovation system
ATTRIBUTE DESCRIPTION
Scan Rate Indicates the CHARMs Smart Logic Solver loop time. The available scan rates are
50ms, 100ms, 150ms, and 200 ms per period. The default rate is 50 ms.
I/O Data Update Determines the update rate of Ovation points in milliseconds. The CHARMs
Time Smart Logic Solver scans I/O CHARMs in 50 ms loop.
Shadow block Refers to a specific Controller area where all the control sheets that contain
Control Task shadow algorithms are scanned at the same frequency.
Points are grouped by control tasks so they can be updated (scanned) at different
rates. The rate is set in the applicable Ovation configuration tool during
configuration for a Controller drop.
After you insert a new SIS CHARMs Smart Logic Solver in the Ovation Developer Studio, a
configuration window for the new device appears. Use the Proof Testing tab to set the appropriate
attributes for the new SIS CHARMs Smart Logic Solver.
Note: The purpose of this setting is to configure the proof testing. However, it does not proof
test the Virtual hardware or the real VM hardware.
In Ovation SIS, manual and automatic proof testing is available and you can set the reminders to
perform them.
You can configure the Proof test timer period so that when the timer period expires, there is
an automatic transfer to the backup CHARMs Smart Logic Solver. This forces a reboot and
diagnostics are performed (only available for redundant CHARMs Smart Logic Solvers).
You can configure the Proof test timer to generate an SIS Event before the Proof Test timer
expires.
If a CHARMs Smart Logic Solver fails the power diagnostic during boot up, it tries again. If it
fails a second time, the CHARMs Smart Logic Solver enters a "reduced mode." This mode is
indicated through the CHARMs Smart Logic Solver RN record.
30 OW360_44
5.9 To create and configure the VCSLS in the Ovation system
Figure 20: CHARMs Smart Logic Solver configuration window (Proof Testing tab)
ATTRIBUTE DESCRIPTION
OW360_44 31
5.10 To configure an SIS I/O simulator
Virtual SIS CHARMs provides the capability to simulate values received from SIS input CHARMs.
The inputs are used in safety logic in the same way as on the hardware-based SIS CHARMs.
Both analog and digital input channels can be simulated.
Prerequisites
Make sure that the Ovation is configured.
Make sure that the VCSLS is operational.
Make sure that the Virtual Controller is operational.
Perform the following steps to configure an SIS I/O simulator:
32 OW360_44
5.10 To configure an SIS I/O simulator
4. The I/O Device 5 Ovation SIS CHARMs window appears. Select the Enable SIS I/O
simulation check box.
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5.10 To configure an SIS I/O simulator
The following table describes the field attributes under the Simulation group in the SIS point
properties window.
ATTRIBUTE DESCRIPTION
34 OW360_44
Index
A S
Accessing the Ovation Developer Studio • Setup a Virtual Controller • 15
15 Software requirements for Virtual SIS
CHARMs • 4
C
T
Configuring the VCSLS Config tab • 29
Configuring the VCSLS General tab • 30 Terminology of Virtual SIS CHARMs • 2
Configuring the VCSLS Proof Testing tab • To add an IOIC device and SIS CHARMs
31 I/O device number (Device driver) • 22
Configuring various components of Virtual To add an SIS CHARMs I/O device to the
SIS CHARMs in the Ovation Developer Ovation System • 15
Studio • 13 To associate a Node point with an SIS
Copyright Notice • 2 CHARMs I/O device • 20
To configure an SIS I/O simulator • 33
F To create and configure a Local Safety
Functions of Virtual SIS CHARMs • 1 Network (LSN) • 25
To create and configure the VCSLS in the
H Ovation system • 26
To Install the VCSLS software • 9
Hardware requirements for Virtual SIS
To prepare a new custom Virtual Machine
CHARMs • 3
(VM) for VCSLS • 8
I U
Installation of Virtual SIS CHARMs • 7
Using the Ovation Developer Studio to
Introduction to Ovation Virtual Safety
configure Virtual SIS CHARMs
Instrumented System with Electronic
components • 15
Marshalling • 1
L V
Verify SIS licenses • 15
Licensing requirements for Virtual SIS
Virtual SIS CHARMs requirements • 3
CHARMs • 4
Virtual SIS CHARMs with hardware-based
O Ovation • 5
Virtual SIS CHARMs with Virtual Ovation • 6
Overview of adding and configuring Virtual
SIS CHARMs components • 13 W
Overview of installation and configuration of
What is Virtual Safety Instrumented System
Virtual SIS CHARMs • 7
with Electronic Marshalling? • 1
Overview of planning the Virtual SIS
CHARMs system • 5
P
Planning your Ovation Virtual SIS CHARMs
system • 5
R
Rules for working with Virtual SIS CHARMs •
2
OW360_44 35