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Apr.

-11 Dialog access


Table of contents

1 ACCESS SECURITY 2
1.1 Initial password 2
1.2 Definition of access levels 2
1.3 Data group access 3 All rights reserved
1.4 Number of access attempts 3 The reproduction of all or part of this document, in any form, is
strictly prohibited without prior written consent by LACROIX Sofrel.
2 CONFIGURATION AND COMMUNICATION USING SOFTOOLS 4 The information contained in this manual has been carefully
2.1 Presentation 4 checked and is deemed to be correct. However, LACROIX Sofrel
cannot be held responsible for any errors or inaccuracies that may
2.2 Main SOFTOOLS functions 4 exist in this manual, nor for any resulting direct or indirect damage,
2.3 Creating a new remote terminal unit 6 even if it has been informed of the possibility of such damage.
2.3.1 Properties 6 Due to ongoing product development, LACROIX Sofrel withholds
2.3.2 Connecting to the remote terminal unit 7 the right to make any modifications to this manual and to related
2.4 Configuring the Remote Terminal Unit 8 products at any time, with no prior notification of concerned
individuals.
2.4.1 Configuration principle 8
2.4.2 Hardware definition 8
2.4.3 Remote terminal unit identification 8
2.4.4 Regional parameters 8
2.4.5 Choice of communication protocol 9 Legend
2.4.6 Definition of terminal strip data 9
2.4.7
2.4.8
Definition of other data
Configuration backup and check
9
10
LC : click once with the left mouse button
RC : click once with the right mouse button
2.5 Uploading a configuration 10
2.6 Installing the software and options 11

LDC : double click with the left mouse button


3 USE WITH THE PC BROWSER 12
3.1 Presentation 12
3.2 Viewing - Processing 13
3.2.1 Alarms log 13
3.2.2 Operating log 13
3.2.3 Viewing current data 14
3.2.4 Modifying time periods 15
3.2.5 Viewing archived values 16
3.2.6 Viewing communications 16
3.3 Diagnostics 17
3.3.1 Product properties - General view 17
3.3.2 Software properties 17
3.3.3 I/O board and expansion module tests 17
3.3.4 Diagnostic Log 18
3.3.5 Operating simulation 18
3.3.6 Communication monitoring 18
3.3.7 Terminal mode 18

4 USING THE GRAPHICAL DISPLAY 19


4.1 Thumbwheel operation 19
4.1.1 Browsing 19
4.1.2 Input 19
4.2 Example screens: 20
4.2.1 Password 20
4.2.2 Main menu 20
4.2.3 Viewing data 20
4.2.4 Alarm display and acknowledgement 21
4.2.5 Setting the time on the remote terminal unit 21

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1 Access security
1.1 Initial password
On connection, S500 operator dialog access is password protected.

On initial start-up, the system administrator must enter ADMINI (default password).

1.2 Definition of access levels


5 hierarchical access levels to S500 features are available: Administrator, Configurer, Contract Operator,
Viewer and Group Viewer.

Functions available according Contract


Administrator Configurer Viewer Groups
to the password entered operator

S500 software installation X

Defining passwords X X
Remote terminal unit configuration read and write
X X
operations

Alarm acknowledgement
Global viewing (data, logs, etc.)
Defining setpoints
Curve tracing / Excel export
X X X
Setting the time on the remote terminal unit
Recipient number modification
Global diagnostics (software, hardware, logs, etc.)
Viewing data groups

Alarm acknowledgement
Global viewing (data, logs, etc.) X X X X
Viewing data groups

Viewing data groups X X X X X

Interface Input Default password


Browser / SOFTOOLS SMS
Required: 6 characters ADMINI PRINCI EXPLOI CONSUL GROUPE
Server / Text Mode
Graphical display Optional: 4 digits 0000 0000 0000

Voice Server Required: 4 characters 0000 0000 0000

2 Password input is case-sensitive; spaces are not allowed.

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From the Remote terminal unit configuration screen, LDC on:

Browser / SOFTOOLS SMS Server

In local or remote communication,


after a 30-minute idle time, the PC
Browser is disconnected Definition of a password
per data group

Interactive Graphical Display (IGD)

By default, the graphical display


Voice Server access passwords shows the logo or permanently
displays the current value of a
user-definable input.

Password for PSTN/GSM/LAN


communication between SCADA Central
Station and S500

1.3 Data group access


A different authentication password can be defined for each data group. Hence, depending on the viewing
interface used (SOFTOOLS Browser, SMS Server, Text Mode, Graphical Display, Voice Server, etc.), a user can view those
data groups allowed by his/her password.

1.4 Number of access attempts


If a user enters the wrong password a defined number of times, he/she is systematically disconnected.
Voice Graphical Browser - Browser – Browser - Text
SMS server
Server display local PSTN/GSM Ethernet Mode

Number of attempts 3 3 1 1 3 1 3

Beyond this maximum number of attempts, the S500 software prevents any further connection attempts for
a period of 15 seconds. A message notifying this event is entered into the communications log.

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2 Configuration and communication using SOFTOOLS

2.1 Presentation
Creating an S500 Remote Terminal Unit in SOFTOOLS consists in defining:
1. its general properties and connection parameters,
2. data and function configuration (communication, process controls, etc.),
3. establishing communication to write the configuration, process data, update the
software, etc.
2 Once these 3 actions have been completed, S500 is started and its data can be remotely operated.

2.2 Main SOFTOOLS functions

¾ Properties:
On creation of the new Remote terminal unit, its general properties must be defined
(SOFTOOLS name, comments, image), along with its local and remote connection
properties (PC's driver and terminal connection port, PSTN/GSM modem call number,
Ethernet connection parameters, Remote Terminal Unit's IP address).

¾ Configuration:
Icon or Menu Action Comment
From the name previously created in SOFTOOLS, define the
Modify remote terminal unit's configuration: number and types of boards
installed, data labels, archiving, automatic calls, etc.
Check Avoid any possible configuration parameter anomalies.

Save Save the configuration in Softools.


Export to print Extract the main S500 data to an XLS file for viewing or printing.
- PC SOFBUS: extract data in the form of
TS, RC, TM, TC or RA to configure
Export for SCADA a unit on a SOFBUS SCADA Central Station.
Central Station self- - PC LACBUS: extract data whose "Send to PC"
configuration parameter is validated, for
configuration of a unit on a LACBUS
SCADA Central Station.
Save a Remote Terminal Unit’s configuration and back it up to
Exporter for backup
hard disk
Generate an S500 remote terminal unit from a previously
Import
exported configuration (backup file).
Convert Access the new features of an S500 software version greater
File
configuration than the one in the current configuration.
Export voice Store all voice messages for a given configuration in a folder, for
messages use by other configurations.

Duplicate all or part of various items of an existing configuration


Cut - Copy - Paste
for the rapid creation of a new S500 configuration.

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¾ Communication:
As soon as communication with the remote terminal unit is activated, SOFTOOLS provides a
selection of operations to perform: by default, remote terminal unit operation (i.e. data viewing
and facility diagnostics) is selected.

Remote terminal unit


password

Local or remote connection

Selection of the operation


to perform on connection

Icon or Menu Action Comment

Write configuration Upload the SOFTOOLS configuration to the remote terminal unit.

Read configuration Download an S500 configuration to SOFTOOLS.

Import options, update the Remote Terminal Unit’s software version and
Install software modules
Debug ST Process Switch to Debugger mode to monitor process control program operation
control on the Remote Terminal Unit (via the ST process control workshop).

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2.3 Creating a new remote terminal unit

In SOFTOOLS' list of remote terminal units, RC and select New Remote terminal unit -S500.
2.3.1 Properties

Enter the name used to


identify this remote terminal
unit in the SOFTOOLS list of
remote terminal units. The "comment" field offers the
possibility of entering a
freeform description providing
details of the name in
SOFTOOLS.

You can replace the image of


the remote terminal unit with,
for example, a photo of the
monitored site.

PC's Serial port for "Terminal port"


communication

Remote terminal unit's phone number


and modem type for PSTN/GSM
communication

Ethernet connection parameters.


The IP address is automatically
calculated by S500 via the graphical
display (10BT board diagnostics).

2 SOFTOOLS can only establish one connection at a time; when one user is logged on
via the terminal port, a second user cannot log on remotely via a PSTN / GSM
modem or via an ETHERNET connection.

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2.3.2 Connecting to the remote terminal unit

2.3.2.1 "Terminal port" connection


The local communication between S500 and SOFTOOLS requires the installation of a specific
"Sofrel Direct Connexion" driver on the PC (see “Installing the connection driver”
document)

2.3.2.2 PSTN / GSM remote connection


Remote communication between S500 and SOFTOOLS is performed:
z for the remote terminal unit, via the PSTN or GSM MODEM board,
z for the PC, via the modem installed on the computer
(modem driver supplied with SOFTOOLS).

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2.4 Configuring the Remote Terminal Unit

2.4.1 Configuration principle


z Select the name of the remote terminal unit

z LC on for Configuration,

z  LC on to save the parameters to SOFTOOLS


that then automatically generates a configuration file.

2.4.2 Hardware definition


The Remote Terminal Unit’s hardware definition is presented in graphical form in the
"General view" folder. From this view, simply select the icon representing the desired I/O or
COM board and click on its position (1 to 7) to place it in the case:

Passwords
Communication protocole wth the
SCADA Central Station:
- SOFBUS-PL
Unit or
identification - LACBUS-RTU

Regional
parameters

Inhibition and
acknowledgement

2 For a 2AI board, select the "AI" button and then use only
the first 2 entries (same principle for a 2DO board).

2.4.3 Remote terminal unit identification

Name: text used to identify the site; it appears during remote viewing
operations (Browser, SMS, Email, etc.).
Number: MODBUS address of the remote terminal unit on the network
(from 1 to 255).
ID code: these are two words that can be read by Master systems and
whose values are between 0 and 9999.

Comment: freeform text of up to 200 characters relating to the S500


configuration (e.g.: for providing details of the remote terminal
unit); this comment can be remotely viewed via the Browser's
"Diagnostics - Product" screen.
2 Simultaneously press the "CTRL" and "Enter" keys to insert a new line.

2.4.4 Regional parameters


These parameters are used to adapt certain functions of the S500 operator dialog to the country
in which the software is installed: choice of decimal separator, date display format, automatic
daylight saving transition, etc.
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2.4.5 Choice of communication protocol


For the network as a whole, the choice of communication protocol to use is either SOFBUS-PL or
LACBUS-RTU:
9 By default, S500 use the SOFBUS-PL protocol to communicate with SCADA Central Stations
and other Remote Terminal Units in inter-RTU mode; this protocol conveys data in the form of
TS, TM, RC, TC and RA. Each S500 datum to be sent to or received from a SCADA Central
Station must be configured with this "SOFBUS parameter".
9 The S500 Remote Terminal Unit can also communicate with SCADA Central Stations and
LACBUS Supervisors, the FR1000 front-end and with other S500 Remote Terminal Units
in inter-RTU mode, via the LACBUS RTU protocol. Data exchange is simplified: a single
parameter determines whether the datum is to be “sent to the SCADA Central Station”.
2 earlier generation Remote Terminal Units (S50, CELLBOX-Data, TELBOX, LINEBOX,
etc.) are not compatible with the LACBUS-RTU protocol.

2.4.6 Definition of terminal strip data


From the graphical display, by clicking on each S500 input-output board, users can easily
describe associated data and define all related software processes (timers, inhibitions, etc.).
On the terminal strip of a DI board, S500 can simultaneously manage a "DI terminal strip"
datum, a "DI pulse counters" datum and a "DI time counters" datum.
& Example: data acquired from "AI - Terminal strips":

2.4.7 Definition of other data

z RC on the "Data" folder, or select the type of data (Terminal strips, Communications, Internal,
Reports, etc.) that you wish to create from the list and select "New".
& Example: RC to create a "Reports" data from the "Data" folder.

2 For configuration, see the "Using data" chapter.

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2.4.8 Configuration backup and check

z LC on the button in the SOFTOOLS toolbar to save the configuration of the
remote terminal unit that you have modified.

z LC on the button to check for errors in the configuration

2.5 Uploading a configuration


Once S500's properties, connection parameters and configuration have been defined:

z LC on Communication

Display additional screen details


to select the operation
to perform once the connection
is established

2 By default, "Operation" is selected: the operator therefore displays the


data display and facility diagnostics screen.
The "Remote terminal unit access" menu is available:

When the operator directly selects the operation to perform, this latter is triggered automatically on
connection:

Select the Write


configuration operation

z LC on to upload the configuration to the remote terminal unit.

z LC on to download an S500 configuration to SOFTOOLS.

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2.6 Installing the software and options

Before updating the software, we recommend backing up any data archived by the remote
terminal unit (e.g.: make a call to the SCADA central station or, failing this, perform an “Excel
transfer of the archived data” you wish to keep and save them to your PC's hard disk).

z LDC on the name in the list of remote terminal units


to activate Communication (remote or local) with the S500,

z LC on the Remote terminal unit access menu,


z and select Install software.

z Updating the options: the file containing the software options that
you have ordered must be imported into S500.

z Selecting the software: each S500 software version available


within SOFTOOLS is displayed: click on OK to install the S500
software, or click on “import…” if there is a more recent version of
to the "*.vli" file provided by the Technical Department.

z Downloading software modules: each selected module


corresponds to an additional application (you can select up to 10
modules).

2 When the new software download is complete, the remote terminal unit resets
all current and archived data.

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3 Use with the PC Browser

3.1 Presentation
Whether in local or remote communication, the Browser displays the available S500 operator dialog
functions:

¾ Description of menus ¾ Description of main icons and buttons


Alarm type data
VIEWING

Data
Alarm present and not acknowledged
Alarms
Alarm present and acknowledged
Communications

Operating Fault (e.g.: sensor fault notification)


Log

"Unlocked" setpoint: this latter may be modified, whatever


the origin of definition, with no notion of priority: Operator,
OPERATION Supervisory master station, Process control, etc.
Set time
"Locked" setpoint:
Recipients for PSTN / this latter can only be modified through an operator
GSM / LAN calls interface or by a SCADA central station.

Global alarm acknowledgement


DIAGNOSTICS
Display alarms in table format
Product

Diagnostics
Log Transfer archives to an EXCEL worksheet

Board diagnostics
Display archives in curve format
Monitoring

Validation of input into an input screen


Simulation

Reset Cancellation of input into an input screen

Selection of archived data for display in curve or list


format, or from transfer to Excel (selection of 1 to 5 data)

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3.2 Viewing - Processing

On connection request to the remote terminal unit's operator dialog ( 


LC on the name of the remote
terminal unit), SOFTOOLS automatically launches the Browser to display and use the S500's data.
If there is at least one unacknowledged alarm, the "Alarms log" page is displayed first.
If all alarms have been acknowledged, the Browser displays the list of user-defined data (defined data
groups are preferentially displayed, or if there are none, the global data list).

3.2.1 Alarms log


This log lists the appearance and disappearance of each alarm, along with its status
(acknowledged or not) and the acknowledgement operations performed.

The button acknowledges all alarms that may be present.

3.2.2 Operating log


This log returns the last 200 events corresponding to archived logical input and output
status changes. It also displays the messages associated with the operation of specific
applications: "Waste water disposal" and "Person identification".

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3.2.3 Viewing current data

To simplify data viewing, it is possible to:


z define custom data groups in SOFTOOLS,
z sort data by "type" (<terminal strip>, <communication>, etc.).

Tick the boxes to select the alarms for which you wish to view the archives (see
§ 3.2.5 page 16).

¾ Defining setpoints
To temporarily force a setpoint, the operator needs only to change its value or status. Then
the setpoint can be modified again, whatever the positioning origin, with no notion of
priority: Operator, SCADA central station, Process control, etc.

To lock a setpoint,  LC on the icon and modify its value or status; with the
exception of an operator or SCADA central station action, the setpoint can no longer be
modified (e.g.: the process control will have no effect on this setpoint).

¾ Counter indexing
To index a "Terminal strip counter" or "Data counter",

LC on the counter's value, modify this latter and validate input.

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3.2.4 Modifying time periods
The "VIEW - Data" screen provides access to weekly, cyclical, universal and exception periods.
To view or modify a period, LC on the corresponding icon:
weekly period universal period cyclical period

¾ Modification of a weekly period


A weekly period is defined for the 7 days of the week; it is used to validate the positioning
of a datum according to 4 time periods per day. The "Weekly period" datum is active if the
current time falls within one of the user-defined time periods.
To return to the data list.

Modify weekly period Configure an


exception
Select the day of the week or "all
days" to define identical time periods
for every day of the week (copy over
from Monday).

Validate current modification Cancel current modification

¾ Exceptions
Configuring an exception consists in replacing a weekly period with another over a
defined time period within a universal period (for example, to take account of bank
holidays, vacations, etc.).
¾ Modifying a universal period
A universal period is defined by a start date and time and an end date and time in the
year. It is used to validate or inhibit certain processes according to the current date and
time.
2 To simplify input, it may be of use to not fill in certain fields: for example, to define a yearly
period active between 8 AM and 6 PM on the 15th of each month, enter:

¾ Modifying a cyclical period

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3.2.5 Viewing archived values

Using the Browser, you can select between 1 and 5 data whose archives you wish to
view.

z LC on to display the archived values in curve trace form.

z LC on to display the list of time-stamped values of these data.

z LC on to transfer the values of these data to an EXCEL worksheet (*).

(∗) The remote terminal unit's archives are transferred in ".TSV" format.
To automatically run Microsoft Excel on transfer, this format must be
associated with this application (see Windows documentation).

& Example of archived temperature curves:

Ext. Temp.
Int. temp.

Display previous Select value Zoom in View the list Display values from Display next
values scale on an area of archives the past 1, 7 or 30 values
of the curve days

2 For further details, see the Archiving §.

3.2.6 Viewing communications


The communications log lists the last calls made or received by the remote terminal unit,
along with any communication failures with remote devices.

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3.3 Diagnostics

3.3.1 Product properties - General view


Selecting "Diagnostics - Product - General view" allows you to check:
z your remote terminal unit's serial number and software and hardware versions,
z the description of its configuration: version, remote terminal unit name, comment.

3.3.2 Software properties


Selecting "Diagnostics - Product - Software" allows you to check:
z the characteristics of the base software and installed software modules,
z the options available and the language used (Browser / Graphical display and Voice).

3.3.3 I/O board and expansion module tests


The "Board diagnostics" function displays the remote terminal unit's inputs-outputs and
corresponding "terminal strip" data.
For example, in the case of "DO" and "AO" boards, you can modify the status or raw value
(in hexadecimal format) of each output.
Values modified in this manner are not stored by the remote terminal unit; the modifications
are used simply to test the board's operation (for example when testing actuators).
& Example: the diagnostic of an AI board displays, for each terminal strip number,
the AI's raw value in hexadecimal notation, the value converted to its
measurement unit and its unit.

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3.3.4 Diagnostic Log
This log is used to detect any problems that may arise; it lists the last time-stamped events
pertaining to the operation of the remote terminal unit (start-up, configuration update, etc.).

3.3.5 Operating simulation


In simulation, the outputs and counters can be directly modified by the operator.
To modify other data, however, that appears grayed (inputs, for example):

z LC on the lock to close it

and thus perform "operator forcing": .

This "Simulation" mode is very useful for testing a process (archiving, threshold overrun,
process control, etc.) without waiting for this process to actually run. This is particularly
useful for testing a process.

2 Thanks to this "Simulation" mode, the operator can also easily take over to modify
the status of a “faulty” or “out of service” sensor or device datum in order to stop
any untimely alarm transmission by the remote terminal unit.

On leaving this screen, the data locked by the user are stored in the remote terminal
unit's database.

3.3.6 Communication monitoring


A number of different checks can be performed for remote terminal unit communications
(display frames exchanged, equipment monitoring, character display), for example for the
following exchanges:
z receiving calls on the PSTN / GSM modem,
z call monitoring,
z transmission / receipt monitoring on Serial DL/PL and Radio links,
z etc.

3.3.7 Terminal mode


This operating mode allows users to test communications with a GSM or RADIO modem
(direct input of Hayes commands).
In this operating mode, the front panel display shows “Test”.

2 Activating Terminal mode allows the Windows “HyperTerminal utility to be used to


run communication tests with the remote terminal unit’s modem (for further details,
see the corresponding “Add-on” note in the SOFTOOLS online help).

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4 Using the graphical display
The interactive graphical display (IGD), built into the S500 remote terminal unit, is perfectly adapted to local
data processing and installed I/O board and expansion module diagnostics.
Most of the diagnostic functions are available even when the product is not configured.
All of the following functions are available:
z Viewing data groups,
z Input / output diagnostics and communication link signal diagnostics,
z Displaying alarm with acknowledgement options,
z Curve tracing (archived values),
z Modifying time periods,
z Command positioning (DO, AO).
z Modify the remote terminal unit's time.
2 Data are viewed on the S500's graphical display on a per group basis: data groups
therefore need to be previously created; this remark also concerns all types of time
period on the remote terminal unit.

4.1 Thumbwheel operation


Simply pressing the control thumbwheel activates the graphical display. Depending on the configuration, the
first page invites the user to enter a password (optional) or directly displays the main menu.

4.1.1 Browsing

9 Turn the thumbwheel to navigate through a menu or within a data list:


z 3 : next choice, or 4: previous choice.
9 Click on ª to:
z make a menu selection,
z validate screen input.

9 Press for a longer period on 2 to:


z cancel screen input,
z return to the previous screen,

4.1.2 Input
In screens where the  icon is displayed in the bottom right-hand corner, the datum's value
can be changes using the control thumbwheel.
& Example: entering a setpoint, indexing a counter, modifying a weekly period if this latter is a
member of a data group, etc.).

9 Briefly press on the thumbwheel ª to switch from selection mode (in inverse video) to
input mode (underlined),

9 Modify the value by turning the thumbwheel 3 or 4.

9 Validate screen input by selecting the 3 icon and clicking ª.

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4.2 Example screens:

4.2.1 Password
Password
0000
3

4.2.2 Main menu


Data
Alarms
Operation
Diagnostics

4.2.3 Viewing data

¾ Group selection:

Plessis group

¾ Viewing a group data:


Data label Building 3 temperature
Current value
21.6 degrees
th
4 data of the
group 4/20 

Curve tracing

9 The "curve tracing" icon displayed to the right


of the last line on the screen indicates that a curve can
be traced for the data.

9 Click on ª to display the time-stamp of the selected point's value.


9 Rotate the thumbwheel 3 or 4 to navigate through the archives.

9 The "sensor fault" icon displayed to the right, indicates that the
acquired value is "off-limits" (that is to say that it is lower than the
minimum value or higher than the maximum value for the data, as
configured in the remote terminal unit).
9 When the  icon is displayed at the bottom of the display,
a ª on the control thumbwheel allows the user to modify the data.

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4.2.4 Alarm display and acknowledgement


Data
Alarms
Operation
Diagnostics

9 Click ª on the "Alarms" option


to display the list of alarms:
AUTOMATIC Command
Display active
09-10-02 04:07 PM:07
Alarm(s) present
30/30 
9 Rotate the thumbwheel 3 or 4 to navigate through the alarms log.
9 The "alarms" icon  appears in the main menu, in the
data display screen and in the alarm display screen, to
indicate the presence of:
z a flashing icon  indicates the presence of one or more unacknowledged alarms
z a fixed icon  indicates the presence of one or more present and acknowledged
alarms

9 When viewing alarms, click on ª


to acknowledge the alarms:

Acknowledge alarms?
3
9 Click on ª to acknowledge the alarms,

9 or click on 2 to cancel their validation.

4.2.5 Setting the time on the remote terminal unit


9 Time is set via the last option of the main menu:

Alarms
Operation
Diagnostics
Set time

Set time

11/19/04
04:01:36 PM

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