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User’s Guide
*B0750CP* *E*
B0750CP, Rev E
March 2021
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Maintenance Response Center User’s Guide
Table of Contents
Preface ...............................................................................................................5
Features in the Maintenance Response Center ..................................................5
Revision Information.........................................................................................6
Related Documents..........................................................................................6
Schneider Electric Products Mentioned in this Document ....................................6
Global Customer Support .................................................................................6
We Welcome Your Comments...........................................................................7
Chapter 1: Getting Started ..............................................................................8
Configuring Your System ..................................................................................8
Internet Explorer Security Settings ...............................................................8
Accessing the Maintenance Response Center....................................................8
Accessing Wonderware Skelta BPM..................................................................8
Logging in to the Maintenance Response Center ................................................9
Logging in to Wonderware Skelta BPM ..............................................................9
Maintenance Response Center Licensing ........................................................10
Contacting License Support ......................................................................10
License Types .......................................................................................... 11
License Conditions ...................................................................................12
Viewing License Status .............................................................................12
Setting Up and Managing the Maintenance Response Center ...........................12
Managing Roles and Permissions..............................................................13
Managing Active Directory Groups and Area Assignments...........................15
Understanding the Dashboard.........................................................................17
NAMUR Categories and Symbols ..............................................................17
ISA108 Criticality Levels ...........................................................................18
Using Gadgets .........................................................................................19
Chapter 2: Using the Condition Summary ..................................................23
Navigating to the Condition Summary ..............................................................23
Viewing Tag Details ........................................................................................24
Tag Information Panel ...............................................................................25
Asset Information Panel ............................................................................25
Active Tag Conditions Panel ......................................................................26
Work Orders Panel ...................................................................................26
Acknowledging Conditions ..............................................................................27
Acknowledging All Conditions....................................................................27
Acknowledging Multiple Conditions ............................................................28
Shelving Conditions........................................................................................28
Customizing Shelving Durations ................................................................28
Unshelving Conditions ..............................................................................29
Viewing Shelved Conditions ......................................................................30
Viewing the Asset Condition History ................................................................31
Asset Information .....................................................................................31
Condition History ......................................................................................32
Viewing the Asset Work Order History .............................................................32
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Maintenance Response Center User’s Guide
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Preface Maintenance Response Center User’s Guide
Preface
The Maintenance Response Center (MRC) is part of EcoStruxure™ Maintenance
Advisor, which also includes EcoStruxure Condition Advisor, Foxboro™ DCS
Condition Advisor, and the embedded Wonderware Skelta Business Process
Management (BPM) and Workflow Software.
The MRC provides condition information about your devices to help you identify and
prioritize the maintenance tasks required to keep your facility running efficiently and
effectively. The MRC provides condition context, history, and severity to help you
strategically resolve issues. You can also shelve and acknowledge conditions.
In addition to storing and sorting conditions by severity, you can generate condition
reports. Reports provide a view of what is currently happening with your assets, and
also allow you to run an inquiry on the asset condition history. Having more
background knowledge and a broader view of a condition can assist you in making
maintenance-related decisions.
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Maintenance Response Center User’s Guide Preface
Revision Information
This revision of this document includes these changes:
Related Documents
• Maintenance Response Center Release Notes (B0750SN)
• Maintenance Response Center Installation Guide (B0750CQ)
• EcoStruxure Condition Advisor Installation Guide (B0750CU)
• EcoStruxure Condition Advisor User’s Guide (B0750CS)
• Foxboro DCS Condition Advisor Installation Guide (B0750CR)
• Foxboro DCS Control Software Deployment Guide (B0750BA)
• Using HART Instrumentation with the Foxboro EcoStruxure DCS (B0750CM)
• Implementing FOUNDATION Fieldbus in the Foxboro EcoStruxure DCS
(B0750DA)
• EcoStruxure Maintenance Advisor Product Specification (PSS 41S-6MainAdv)
Find the latest version of these documents on Global Customer Support at
https://pasupport.schneider-electric.com (registration required).
6 B0750CP, Rev E
Preface Maintenance Response Center User’s Guide
B0750CP, Rev E 7
Maintenance Response Center User’s Guide Chapter 1: Getting Started
Device Browser
Desktop Internet Explorer 11
Microsoft® Surface with Windows 10 Internet Explorer 11
iPad Safari
Android tablets Google Chrome
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Where <servername> is the server where Wonderware Skelta BPM is installed. Log
in using your credentials. See Logging in to Wonderware Skelta BPM, page 9.
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3. Click OK.
The Enterprise Console window appears.
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Chapter 1: Getting Started Maintenance Response Center User’s Guide
License Types
The MRC licensing is based on the number of tags assigned to an asset on your site.
A tag is a name assigned to an asset. When you assign a tag to an asset, you can
receive commissioning and reporting messages for that asset. An asset can be
associated with one tag at a time. You can purchase any number of these licenses.
Base Licenses
Start using MRC with these licenses.
Update Licenses
If you are updating to a newer version of MRC, you can purchase these licenses.
Add-on Licenses
If you reach the maximum number of tags on your base or update license, you can
purchase licensing for additional tags. For example, if you have Maintenance Advisor
250 and purchase Maintenance Advisor add 250, you would have licensing for up to
500 tags.
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License Conditions
Licensing is handled by the MRC Asset and Condition service. The MRC Asset and
Condition service starts when these conditions are met:
• A license has been activated
• The tag count has not exceeded the licensed tag count
The licensed tag count is based on your active licenses. The MRC Asset and
Condition service checks for activated licenses every 24 hours. For the unlimited
license, tags are not counted.
If your assigned tag count exceeds your licensed tag count or a license is inactive, the
MRC Asset and Condition service does not start.
If you activate a license to increase your licensed tag count, restart the MRC Asset
and Condition service for the newly activated license to take effect.
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6. Click Save.
The role and permissions appear in the grid in the Roles section.
The updated role and permissions appear in the grid in the Roles section.
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Deleting Roles
4. Click the checkbox next to the group name you want to add. You can add one
group at a time.
5. Click Save.
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The updated group, roles, and areas appear in the grid. When group members
log in to the MRC, they see the conditions for their assigned areas in the
Condition Summary and in the dashboard gadgets.
Deleting Groups
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Criticality Consequences
People Assets Environment Reputation
None No injury or No damage No effect No impact
health effect
Slight Slight injury Slight damage Slight effect Slight impact
or health
effect
Minor Minor injury Minor damage Minor effect Minor impact
or health
effect
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Criticality Consequences
People Assets Environment Reputation
Moderate Major injury Moderate Moderate effect Moderate impact
or health damage
effect
Major PTD Major damage Major effect Major impact
(permanent
total
disability) or
up to 3
fatalities
Massive More than 3 Massive damage Massive effect Massive impact
fatalities
Using Gadgets
The MRC dashboard contains gadgets, such as Recent Condition Activity and
Condition Arrival Rate. The gadgets are filtered, displaying conditions only for areas
associated with the group or groups the current user belongs to. If you have not set or
been assigned area filters, you see conditions from all areas.
You can view conditions on a tag from any area using the search function. For more
information, see Viewing the Asset Condition History, page 31.
NOTE: Assigning areas to groups provides a filtering function only. It does not
restrict groups from accessing assets in other areas. If a group's role has
acknowledging or shelving permissions, a member of that group can acknowledge
or shelve conditions in any area. For more information on assigning areas to
groups, see Assigning Roles and Areas to Groups, page 16.
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The total number of active conditions appears in the title bar in parentheses to inform
you that there are more active conditions than what appears in the gadget. Clicking
the Recent Condition Activity gadget opens the Condition Summary page. For more
information on the Condition Summary page, see Chapter 2: Using the Condition
Summary, page 23.
The Recent Condition Activity gadget contains this information:
Column Description
Severity The NAMUR NE 107 symbol associated with the severity level.
The severity categories are described in NAMUR Categories and
Symbols, page 17.
Tag The tag associated with the asset. Selecting any of the tags takes
you to the Condition Summary page. See Chapter 2: Using the
Condition Summary, page 23 for more information.
Timestamp The date and time displayed in local time, which is set by the
computer hosting the browser when the condition occurred.
Message The message describing the condition.
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Local Weather
This gadget displays the current weather conditions for your location based on your
computer’s internal GPS (or your IP address if the system does not have a GPS).
Checking the weather can help you can determine if it is safe to make repairs or
conduct maintenance on outdoor equipment.
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For more information on severity categories, see NAMUR Categories and Symbols,
page 17.
Shelved Conditions
This gadget displays the five highest priority shelved conditions for a tag on the
dashboard. The total number of shelved conditions appears in the title bar in
parentheses to inform you that there are more conditions that are shelved than what
appears in the gadget. Clicking the Shelved Conditions gadget takes you to the
Shelved Conditions page.
Column Description
Severity The NAMUR NE 107 symbol associated with the severity level.
For more information on severity categories, see NAMUR
Categories and Symbols, page 17.
Tag The tag associated with the asset. Selecting any of the tags takes
you to the Condition Summary page. For more information, see
Chapter 2: Using the Condition Summary, page 23.
Shelved The date and time the condition was shelved displayed in local
time, which is set by the computer hosting the browser.
Unshelve The time remaining before the condition becomes active again.
For information on how to shelve conditions, see Shelving Conditions, page 28.
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Conditions are initially sorted by impact, then by safety. Conditions with the highest
impact appear first. If there are multiple pages of conditions, page links are located
under the grid to the left of the page.
The Condition Summary grid contains this information:
Column Description
Severity The NAMUR NE 107 symbol associated with the severity level.
For more information on severity categories, see NAMUR
Categories and Symbols, page 17.
Tag The tag associated with the asset. If other conditions exist for the
Asset, the number of conditions appear along with the tag name.
Clicking any of the tags takes you to the Tag Detail page. For more
information, see Viewing Tag Details, page 24.
State The condition state:
• Active conditions appear as “Active.”
• Active/Acknowledged conditions appear as “Active Acked.”
• Unacknowledged/Returned to Normal conditions appear as
an empty value.
After a condition has been acknowledged and returned to normal,
the condition no longer appears in the grid.
Message A description of the condition.
Area Where the device is located in the plant. Only areas assigned to
the your group are shown (see Assigning Roles and Areas to
Groups, page 16).
Manufacturer The vendor for the device.
Type The type of device.
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Column Description
Safety Indicates a safety-related device. If the device is safety-related,
Yes appears in the column.
Impact The criticality level of the device defined by the ISA 108 standard.
For more information on criticality levels, see ISA108 Criticality
Levels, page 18.
Timestamp The date and time when the condition occurred. Timestamps
appear as the local time of the computer hosting the browser.
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Item Description
Area Where the device is located in the plant.
Tag The tag associated with the asset.
Impact The criticality level of the device defined by the ISA 108
standard. For more information on criticality levels, see ISA108
Criticality Levels, page 18.
Safety Indicates a safety-related device. If the device is safety-related,
“Yes” appears in the column.
Item Description
Manufacturer The device manufacturer.
Model The device model.
Type The type of device.
Protocol The protocol in which the device communicates.
Descriptor ID Electronic descriptor for the device.
Version Release version of the device.
Serial # Serial number on the device.
Location The latitude and longitude coordinates and the elevation
of where the device is located. The elevation is optional.
Location Description of where the device is installed (if available).
Description
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Item Description
Commissioned The date the device was last commissioned.
Age Age of the device. The age is calculated based on the
date the device was first commissioned or a condition was
first reported against the tag.
Column Description
Severity The NAMUR NE 107 symbol associated with the level of
severity. For more information on severity categories, see
NAMUR Categories and Symbols, page 17.
State The condition state:
Active conditions appear as “Active.”
Active/Acknowledged conditions appear as “Active
Acked.”
Unacknowledged/Returned to Normal conditions appear
as an empty value.
After a condition has been acknowledged and returned to
normal, the condition no longer appears in the grid
Message A description of the condition.
Recommended The recommended action to remedy the condition.
Action
Timestamp The date and time when the condition status changed.
Timestamps appear as the local time of the computer
hosting the browser.
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Column Description
WO# The ERP system ID.
State The state of the work order. The column displays one of these
states: Requested, Assigned, Completed, or Rejected.
Message A description of the condition.
Condition The condition message.
User Role The role of the user that acted on the work order. The column
displays one of these roles: MRC, Supervisor, or Technician.
Acted by User The name of the user that acted on the work order.
Timestamp The date and time when the last state transition of the work
order occurred. Timestamps appear as the local time of the
computer hosting the browser.
Comments The supervisor’s or technician’s work order comments, which
consist of the Technician Final Diagnosis and Work Performed
to Resolve.
To request a work order for an asset or condition, see Requesting Work Orders, page
36.
Acknowledging Conditions
The MRC does not acknowledge conditions. Rather, it sends an acknowledgment
request to a remote condition acknowledgment service. When the condition is
acknowledged, the state change is sent to MRC. If the MRC cannot communicate with
the remote condition acknowledgment service for any reason, the condition is not
acknowledged and the state of the condition in the MRC does not change.
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Shelving Conditions
1. In the dashboard, select the Recent Condition Activity gadget.
The Condition Summary page appears.
2. In the Condition Summary grid, select the tag link to view its details.
3. In the Active Tag Conditions grid, click the checkbox next to the condition you
want to shelve.
4. In Shelve Duration, select how long you want to shelve the condition for. If the
duration you need does not appear, see Customizing Shelving Durations, page
28.
5. Click Shelve.
The shelved condition no longer appears in the Active Tag Conditions grid.
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Unshelving Conditions
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The Shelved Conditions page is similar to the Shelved Conditions gadget. It displays a
list of conditions that have been shelved.
The Shelved Conditions grid contains this information:
Item Description
Severity The NAMUR NE 107 symbol associated with the level of severity.
For more information on severity categories, see NAMUR
Categories and Symbols, page 17.
Tag The tag associated with the asset. Selecting any of the tags takes
you to the Tag Details page. For more information, see Viewing
Tag Details, page 24.
State The condition state:
• Active condition displays as “Active Shelved.”
• Active/acknowledged condition displays as “Active Acked
Shelved.”
Unacknowledged/returned to normal condition displays as
“Shelved.”
Message A description of the condition.
Shelved The date and time the condition was shelved. This appears in the
local time set by the computer hosting the browser.
Unshelve The time remaining before the condition becomes active again.
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The Asset Condition History page displays asset information and asset
condition history.
Asset Information
Item Description
Manufacturer The manufacturer of the device.
Model The type of model.
Type The type of device.
Protocol The protocol in which the device
communicates.
Descriptor ID The electronic descriptor for the device.
Version The release version of the device.
Serial # The serial number on the device.
Location The latitude and longitude coordinates
and elevation of where the device is
located. The elevation is optional.
Location The location of where the device is
Description installed, if available.
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Item Description
Commis- The date the device was last
sioned commissioned.
Age The age of the device. The age is
calculated based on the date the device
was first commissioned or a condition was
first reported against the tag.
Condition History
Item Description
Severity The NAMUR NE 107 symbol associated with the severity level. For
more information on severity categories, see NAMUR Categories
and Symbols, page 17.
Tag The tag associated with the asset.
Message A description of the condition.
Area The location of the device in the plant.
State The condition state:
• Active conditions display as “Active.”
• Active/Acknowledged conditions display as “Active Acked.”
• Acknowledged/Return to Normal conditions display as “Acked.”
• Unacknowledged/Returned to Normal conditions display as an
empty value.
• Asset work orders display as “WorkOrder.”
Timestamp The date and time when the condition state changed. Timestamps
appear as the local time of the computer hosting the browser.
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2. In the Condition Summary grid, select a tag’s link to view its details.
The Asset Work Order History page contains asset information and asset work
order history.
Asset Information
Item Description
Manufacturer The manufacturer of the device.
Model The device model.
Type The type of device.
Protocol Protocol in which the device communicates.
Descriptor ID The electronic descriptor for the device.
Version Release version of the device.
Serial # The serial number on the device.
Location The latitude and longitude coordinates and elevation of
where the device is located. Elevation is optional.
Location If available, the description of where the device is installed.
Description
Commissioned The date the device was last commissioned.
Age The age of the device. The age is calculated based on the
date the device was first commissioned or a condition was
first reported against the tag.
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Item Description
WO# The ERP System ID.
Tag The tag associated with the asset.
Condition The condition message.
Area The location of the device in the plant.
User Role The role of the user that acted on the work order. The column
displays one of these users: MRC, Supervisor, or Technician.
Acted by User The name of the user that acted on the work order.
Comments The work order comments. The column displays comments from
the supervisor or technician consisting of the “Technician Final
Diagnosis” and “Work Performed to Resolve.”
State The work order states include: Requested, Accepted, Rejected,
Assigned, Reassigned, Updated, Completed, and Closed.
Timestamp The date and time of the work order state change. Timestamps
appear as the local time of the computer hosting the browser.
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2. Type the full name or the beginning of the tag name (enter a minimum of 3 and a
maximum of 100 characters), then click Search.
The results of the search appear in the Tag Search Results grid. Up to 15 results
appear.
Item Description
Tag Tag associated with the asset. Clicking
any of the tags takes you to the Tag
Detail page. For more information, see
Viewing Tag Details, page 24.
Manufacturer The vendor of the device.
Type The type of the device.
Area The location of the device in the plant.
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3. In the Active Tag Conditions grid, select the checkbox next to the condition you
want to request a work order for.
NOTE: You can create a work order for only one condition. If more than one
condition is checked, the Request Condition Work Order function is disabled.
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After the work order has been submitted to Wonderware Skelta BPM, a work
order entry appears in the Work Orders grid.
As the work order task state changes, updates are sent to the MRC and reflected
in the Work Orders grid. The work order is removed from the grid if the supervisor
rejects or closes the work order task.
The Asset Condition History also shows that a work order condition was created.
You do not need to acknowledge this condition. It is visible only in the condition
history.
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The Work Item Inbox header contains this information about the work order task:
Item Description
Subject The subject of the work order.
Subject Line The message that describes the
condition.
Severity The severity category associated with
the condition.
Status The status of the work order.
Task The work order task appears as
Supervisor Task.
Assigned On Timestamp of the work order task.
Item Description
Subject The subject of the work order, which generally
is the condition message.
Asset and Asset Class Contains information about the asset such as
the manufacturer, model, and type for which
the condition occurred.
Condition Contains information about the condition that
was reported by the asset, such as the
message and severity.
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Item Description
Work Order State Shown as “Requested”.
Technician List The supervisor must select a technician from
the Technician list, in order to assign the work
order task. The list is populated with user
accounts that are members of ERP
Technicians group in Active Directory.
The supervisor can add additional comments
for the technician.
Technician Final Completed by the Technician, read-only for the
Diagnosis Supervisor.
Work Performed to Completed by the Technician, read-only for the
Resolve Supervisor.
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• Select another technician from the Technician list to work on the work order task.
• Click Reject to end the workflow process for the work order task.
• Click Assign if more work is needed. If the work order task is assigned to a
different technician, an email notification is sent to the original technician, stating
that the work order has been reassigned.
The Close function is disabled.
The “Work Item Inbox” contains this information about the work order task:
Item Description
Subject The subject of the work order.
Subject Line The message that describes the condition.
Severity The severity category associated with the
condition.
Status The status of the work order.
Task The work order task appears as Technician
Task.
Assigned On Time stamp of the work order task.
Technician Form
The Technician Form appears when a work order task is clicked in the inbox. The form
displays this information:
Item Description
Subject The subject of the work order, which generally
is the condition message.
Asset and Asset Class Contain information about the asset such as
the manufacturer, model, and type for which
the condition occurred.
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Item Description
Condition Contains information about the condition that
was reported by the asset, such as the
message and severity.
Work Order State Shown as “Assigned”.
Supervisor Name The supervisor name appears so that the
technician knows who assigned the work order
task to them.
Technician Final Before completing the work order task, the
Diagnosis technician must fill this in.
Work Performed to Before completing the work order task, the
Resolve technician must fill this in.
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Viewing Reports
1. Click the menu icon, then select Reports.
Customizing Reports
NOTE: Creating custom reports requires a moderate to advanced understanding
of SSRS and its associated report building tools. For more information, see
Building Reports, page 47.
1. Click then menu icon, then select Reports.
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3. At the top of the report window, edit the SSRS toolbar filters to customize the
report. You can generate a report with these filters:
Filter Description
Start Date/End Date Allows you to specify a range of dates
in a query for active conditions.
Start/End Time Allows you to specify the Start and
End Time in UTC in the date range
query.
Areas Allows you to specify the area(s) to
filter.
Tag Allows you to specify the tag(s) to
filter.
Building Reports
You can build a report to include the information that is relevant to you. Creating a
report requires these steps:
Step Description
Navigating to the Report • Locating and logging into the SQL
Server, page 48 Reporting Services manager.
Building a New Report, page • Adding a Data Source, page 52.
50
• Adding a Dataset, page 53.
• Adding a Table, page 53.
• Saving a Report, page 58.
Testing a Report, page 58 • Previewing the new report.
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1. Click Start > Microsoft SQL Server Reporting Services > Report Server
Configuration Manager.
The Report Server Configuration Connection dialog box appears.
2. In the Server Name field, enter the name of the computer where reporting
services are installed.
3. In the Report Server Instance list, select SSRS.
4. Click Connect.
The Report Server Configuration Manager dialog box appears.
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3. On the New Report or Dataset dialog box, under New Report, select Blank
Report.
The Microsoft Report Builder appears.
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Adding a Dataset
Adding a Table
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4. Resize the report to 15in to accommodate the number of columns that you add to
the table.
1. Right-click the last header column. Under Tablix, select Insert Column, then
select Right.
Repeat this step to insert all the columns that you would like in the report.
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2. Right-click the first header column and select Text Box Properties.
The Text Box Properties dialog box appears.
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8. In the first cell below the column header, click the properties icon and select
Name.
9. Repeat these steps to create columns for Manufacturer, Model, Asset Type,
Protocol, Safety, Serial Number, Version, and Descriptor.
10. In the Report Builder, select Click to add a title and enter a title for the report.
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Saving a Report
Testing a Report
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Reducing the percentage of space in the transaction log file does not reduce the
file size. To reduce the transaction log file size, see Shrinking a Transaction Log
File, page 61.
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Backing Up a Database
1. Click Start > Microsoft SQL Server Tools 18, then right-click Microsoft SQL
Server Management Studio and select Run as administrator.
2. Expand Databases and select MRC.
3. Right-click the database, then select Tasks > Back Up.
The Back Up Database dialog box appears.
1. Click Start > Microsoft SQL Server Tools 18, then right-click Microsoft SQL
Server Management Studio and select Run as administrator.
2. Expand Databases and select MRC.
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9. Verify that the default Back up to the existing media set and Append to the
existing backup set are selected.
10. If you are implementing routine backups, select Truncate the transaction log .
11. Click OK.
Restoring a Database
1. Click Start > Microsoft SQL Server Tools 18, then right-click Microsoft SQL
Server Management Studio and select Run as administrator.
2. Right-click Databases and select Restore Database.
The Restore Database dialog box appears.
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7. Under Restore options, select the Overwrite the existing database (WITH
REPLACE) checkbox.
8. Under Tail-log backup, clear the Take tail-log backup before restore checkbox.
9. Under Server connections, select the Close existing connections to
destination database checkbox.
10. Click OK.
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Gadgets ..................................................................19
Active Conditions by Severity.................................21
Condition Arrival Rate ...........................................20
Local Weather ......................................................21
Recent Condition Activity.......................................19
Shelved Conditions ...............................................22
L
Licensing.................................................................10
Conditions............................................................12
Types................................................................... 11
Viewing License Status .........................................12
Logging in
Maintenance Response Center................................9
Wonderware Skelta BPM ........................................9
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Maintenance Advisor..................................................5
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Reports ...................................................................46
Building Reports ...................................................47
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