Software Overview

for InFusion

Process Systems

Get More from One

Avantis • Foxboro • SimSci-Esscor • Triconex EMP051EA-02
Purdue 5-Layer Automation Model
Process Systems

Imagine …
 An industrial automation
world without boundaries…
 A single information space Enterprise
throughout your entire
enterprise
Planning &
 Every person in your company Scheduling
empowered with the right
information at the right time
Adv. Control &
 Capturing the knowledge of Optimization
your best technical people for
reuse on a broader scale
 Controlling your business with Automation
the same determinism with
which you control your
process Field Devices

Printed using
"Grayscale"
Invensys Confidential EMP051EA-02 2
InFusion Is …
Process Systems

… an Enterprise Control System (ECS)

 Integrates IPS products
 The architecture called "ArchestrA"
– industrializes
– adds capabilities
to base Microsoft software – in areas of:
– application development
– deployment
– fault tolerance

 Because of ArchestrA, right now, every IPS product

is compatible with InFusion ECS.
– Future enhancements will tighten integration.

Invensys Confidential EMP051EA-02 3

Software Overview
Process Systems

 Module Objective
– List the basic software components of the InFusion System

 Enabling Objectives
– Describe the positioning of InFusion and its comprising products
– List major functional areas of system and interactions
– Describe basics of ArchestrA
– Describe an "object"
– Describe basic way to get block into a CP
– Describe how value gets from I/A blocks to screen
– Describe the main parts and features of InFusion View
– Describe basics of faceplates
– List basics of historization and trending, alarming, and security
– Describe general format of System Manager

Invensys Confidential EMP051EA-02 4

Software Overview -- Terms
Process Systems

 The ArchestrA framework was developed by Invensys–Wonderware.

 InFusion is a system that is built on that ArchestrA framework.

 InTouch is Wonderware's visualization software. Its database is

called an "application".
 With InFusion, InTouch runs an Invensys application database called
InFusion View (or IV).
– The term InFusion View (or IV) will be used to refer to both InFusion View and
InTouch.

 Integrated Development Environment (or IDE) is Wonderware's

control engineering software.
 With InFusion, IDE runs with Invensys additions; the resultant product
is called InFusion Engineering Environment (or IEE).
– The term InFusion Engineering Environment (or IEE) will be used to refer to
both IEE and IDE.

Invensys Confidential EMP051EA-02 5

Why Do We Need A Software Overview?
Process Systems

 A system has various parts

 The parts work together
 Physical locations of these parts can vary
– Sometimes parts reside on same processing modules
– Sometimes spread among processing modules

 Dependencies vary
– Sometimes parts work on same level
– Sometimes work with a hierarchy

 Knowing can help understand situations

– What's happening?
– Where's it happening?

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 Functional Areas
Process Systems

… various responsibilities
for those dealing
with the Process

g
in
er

Op
ne

er
gi
En

at
Process

io
n
Mainten
ance
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 InFusion Process Systems
-- Major Functional Areas
Device & Communications Management Plant Management

Web
Applications
- InFusion Engineering Environment

- SuiteVoyager
- InBatch
- Avantis
Engineering and Configuration

- Connoisseur
-… Reports and Trends
- ActiveFactory
Visualization (Oper)
Alarm Notification
- System Manager

- InFusion View
using tools incl:

Historization
- Alarm Provider
- InFusion Historian

Values and Statuses

I/O, Control and Alarming – I/A Blocks

the Process
Invensys Confidential EMP051EA-02 8
Hardware Architecture
Process Systems

 Software functions
 Network of workstations ("nodes")

Configuration Database Node

Engineering Station Node Some may be
Visualization (HMI) Node combined on a
particular
Application Object Server Node workstation
I/O Server Node
Historian Node
Web Server Node

Invensys Confidential EMP051EA-02 9

 Hardware Architecture Process Systems
-- Functional Areas
FCP270 Plant Business
Network Network
FBM 200 Database -- Galaxy
FBM 100
Web --
ZCP270 SuiteVoyager
Engineering -- IEE

FBM 200
HMI – InFusion View Historian (optional)
MESH
Host AW
Net- non-
Work
Historization -- Historian AW's
NODEBUS

Appl Obj Svr -- DAS

OPC or Device Integ
ATS
FoxView
I/O Server -- IOS
PLC or other I/O

Visualization -- FoxView
AW's
Invensys Confidential EMP051EA-02 10
So far …
Process Systems

 Those were the functional areas

 Next, the ArchestrA Model

Invensys Confidential EMP051EA-02 11

What Is ArchestrA?
Process Systems

 ArchestrA
– It's not a product, it's …
… a structure
… a framework
… a way of doing things
– Developed by Invensys
– Provides infrastructure for simplifying
 development (incl. 3rd party software),
 deployment,
 lifecycle maintenance, and
 administration
of distributed automation applications

Invensys Confidential EMP051EA-02 12

 What Is ArchestrA?
Process Systems

… it fills gap between ERP

(Enterprise Resource
Planning) systems and
control systems

Applications

ArchestrA
Architecture

Islands of
Automation

Note single
ribbon
interface
Invensys Confidential EMP051EA-02 13
 Process Systems
A Term You'll Hear A Lot Is … Object

Objects: individual units that take in data, send out data,

and respond to processing requests

procedures

inputs outputs

Attributes

Sometimes … an object is thought of more in terms of the PROCEDURES than the DATA.

Invensys Confidential EMP051EA-02 14

Application Object -- Generic
Process Systems

Application
Object

Inputs Processing Outputs

• Alarms and Events
• Security
• History
• Logic and Scripting

Invensys Confidential EMP051EA-02 15

 ArchestrA Node
Process Systems

I/A PLC
DEVICE INTEGRATION
OBJECT
Talks to external devices
(Note: This
is different AREA
terminology DI Object Organizes local

DI Object

DI Object

DI Object
from an I/A Application Objects
Area

Area

Area

Area
"Node"
which is a APPLICATION ENGINE
collection of Hosts, executes objects
stations)

AppEngine AppEngine PLATFORM

Supports AppEngines
Platform

Bootstrap BOOTSTRAP
Basic routines that
enable ArchestrA
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Data Access Server -- DAS
Process Systems

App App Visualization

MX MX
Engine Engine

Local Local IA Series Local Local IA Series

Appl Objs DI Object DI Object Appl Objs DI Object DI Object

DAServer DAServer DAServer DAServer

"IADAS" "IADAS"

Object Object
Manager Manager

device CP device CP

static object
peer-to-peer
MX Message Exchange
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So far …
Process Systems

 That's the basics of ArchestrA:

– Bootstrap
– Platform
– Objects
– Basic Software

 Next … putting things into the Galaxy

– IEE: InFusion Engineering Environment

Invensys Confidential EMP051EA-02 18

 Hardware Architecture Process Systems
-- Engineering (IEE)
FCP270 Plant Business
Network Network
FBM 200 Database -- Galaxy
FBM 100
Web --
ZCP270 SuiteVoyager
Engineering -- IEE

FBM 200
HMI – InFusion View Historian (optional)
MESH
Host AW
Net- non-
Work
Historization -- Historian AW's
NODEBUS
OPC or Device Integ
Appl Obj Svr -- DAS
PLC or other I/O
ATS
FoxView
I/O Server -- IOS Can mix IACC + ICC
ICC + IEE
Visualization -- FoxView
AW's Cannot mix IACC + IEE
Invensys Confidential EMP051EA-02 19
 Hardware Architecture Process Systems
-- Engineering (IEE) OpSys
FCP270

FBM 200 Database -- Galaxy

FBM 100

ZCP270 Engineering -- IEE

Galaxy Repository
FBM 200 (& optionally, IEE)
Server 2003
MESH
Host AW
Net-
Work
NODEBUS XP

UNIX IEE can run on

ATS - Server 2003 and
FoxView - XP (on AWs connected
to the MESH),
but not on UNIX
Visualization -- FoxView
Invensys Confidential EMP051EA-02 20
What We’re Trying to Engineer
Process Systems

 The Pieces
– Strategies (perhaps with contained strategies)
– … containing Blocks
– … which are put into Compounds
Control Processor
– … to go to the CP

Compound
Block
Block Block
Block
Block Block Block Block
Strategy
Compound
Block Block Block Block
Block
Strategy Block

Invensys Confidential EMP051EA-02 21

 IEE – Strategy Editor
Process Systems

Toolbox with
Templates

Drawing
Tools

Strategy
Editor

Created-
object
Database

Output
Window

Invensys Confidential EMP051EA-02 22

Process Strategy
Process Systems

Engineer Pkg into Send

Strategy Compound to CP Compound
AIN PID AOUT

ECB ECB
Galaxy
FBM FBM
Compound
IEE
Strategy

AIN PID AOUT

CP Host
Check
point
TANK1

CP
Strategy LT

Invensys Confidential EMP051EA-02 23

So far …
Process Systems

 That was a quick look at IEE

– IEE: InFusion Engineering Environment

 Next: Visualization in more detail

– First, we compare InFusion (IV) windows and Microsoft windows
– Then, the InFusion human/machine interface: InFusion View (IV)

Invensys Confidential EMP051EA-02 24

Visualization: Process Systems
The Human-Machine Interface

 Interface Tools
– Workstation
– Mouse
InTouch
– Keyboards
Graphic
 MS Windows vs. InFusion
View Windows
 Visualization:
– InFusion View Viewer

 WindowMaker for IV

Note: There will often be several ways to do something

– we won't try to show them all to you.
Invensys Confidential EMP051EA-02 25
Visualization
Process Systems

Configuration Operation
InFusion View application

InFusion View Block Select

WindowMaker
Viewer
PLB Monitor
Framer MS Windows SFC
Navigation Cfg
Personal
Computer

s ta n ce of
One in Viewer
on
InFusi s tation
o r k
per w

Invensys Confidential EMP051EA-02 26

Navigation and Input Devices
Process Systems

Mouse
Alphanumeric Keyboard
or
Trackball

Annunciator Keyboard

Touchscreen
Can use one, but displays not
specifically designed for it, e.g. small
pick points and no right-button capability

Invensys Confidential EMP051EA-02 27

 Process Systems
MS Windows vs. InFusion View Windows

title of the window

title of the window

MS window InFusion View

window

win1 win2 win3 win4 time win1 win2 win3 win4 time

Microsoft Window InFusion View Window

• can be resized • cannot be resized
• can be moved • can be moved (if title bar included)

Invensys Confidential EMP051EA-02 28

Multiple Screen
Process Systems

Multiple Monitors Vertical

(Utilizes standard Windows Span
Single XP "Display Properties") 1280 x 2048

Monitor Also configured in InFusion

View Framer
Horizontal
Span
2560 x 1024
Resolution (pixels):
horiz x vert
1280 x 1024

2560 x 2048
Requires
quad card

5120 x 1024

Invensys Confidential EMP051EA-02 29

Multiple Screen
Process Systems

Microsoft display area

win1 win2 win3 win4 time

Looks like large Microsoft display area t an dard

s
covering multiple screens One indows
MS W kbar
tas

Invensys Confidential EMP051EA-02 30

Multiple Screen
Process Systems

d ow d ow
n n
title of the window
wi title of the window wi
Vie
w
V iew
sion sion
Fu In Fu
In
InFusion View window area

win1 win2 win3 win4 time

One InFusion View Viewer per workstation

t an dard
s
One indows
The one InFusion View Viewer shows multiple MS W kbar
InFusion windows over the one window area tas

InFusion Window shows on screen from which it's called

Invensys Confidential EMP051EA-02 31

Visualizaztion
Process Systems

 Some aspects of the HMI

– Process Graphics
– Faceplates and Detail Displays
– Alarm Viewing
– Trend Displays
– Navigation Configurator
– Annunciator Configurator
– Block Select
– PLB Monitor / Viewer
– I/A Series Browser (finding I/A Tags)

Invensys Confidential EMP051EA-02 32

InFusion View Process Systems
– Initial Window (Display)

Invensys Confidential EMP051EA-02 33

Parts of the Standard Window
Process Systems

Title Bar
Process Alarm Bar
Tool Bars
System Alarm Bar

Navigation Bar (Horizontal)

Tree
Navigation
Process Graphic Area
(Vertical)

Overlay Area
including Alarm Panel, Watch Panel

Status Bar

Invensys Confidential EMP051EA-02 34

 Process Systems
Where Can I Go From InFusion View Viewer?
[File]  Process Alarms
Title Bar
Process Alarm Bar
Tool Bars
System Alarm Bar


Navigation Bar (Horizontal)

System Alarms
Tree
Navigation
Process Graphic Area
 System Manager
(Vertical)

Overlay Area [Tools]

including Alarm Panel, Watch Panel

Status Bar
 Block Select
 PLB Monitor/viewer
 Calibrate Touchscreen
Restart
 Favorite Windows  Engineering Environment
 Recent Windows  System Management Console
Exit 
 Browse Windows WindowMaker
 MS Windows Explorer
Shutdown
Reboot [View]
 Scratchpad Trends
Note: Use IV functions rather than  Watch Panel
standard Windows shutdown/reboot.
Invensys Confidential EMP051EA-02 35
What Can Be In A Process Graphic?
Process Systems

 Graphical Objects:
– Simple shapes, lines
– Symbols from Symbol Factory
– SmartSymbols (see faceplates)

 Graphic files e.g. bitmaps

 Updating Values
 Basic Animation
 Faceplates (for each FCP270 block type)
 Trends, Historical and Real-Time
 Scripts

Invensys Confidential EMP051EA-02 36

"Simple" Example Process Systems

Disc
l
Crea aimer:
man ted with
y bit
map
s

Invensys Confidential EMP051EA-02 37

 Faceplates
Process Systems

Compound.Block Statuses
Loop ID / Description

Mode
Alarming Changes

Measurement

Setpoint
Loc|Rem
Detail View
Selection
Output
Trend
Invensys Confidential EMP051EA-02 38
Block Select
Process Systems

 Up to eight
faceplates w/trends
at once

Invensys Confidential EMP051EA-02 39

InFusion Viewer -- Alarms
Process Systems

Alarms

Invensys Confidential EMP051EA-02 40

So far …
Process Systems

 That was the Human Interface

– InFusion View Windows
– InFusion View Viewer
– WindowMaker for InFusion View

 Next: remembering and reporting

– InFusion Historian: Historization
– ActiveFactory for InFusion: Reports

Invensys Confidential EMP051EA-02 41

InFusion Historian
Process Systems

 Receive data
ActiveFactory Other SQL
 Compress
Data Data
 Store
InSQL Server
 Respond to queries
Data

Store

Compress

Plant Data

Invensys Confidential EMP051EA-02 42

ActiveFactory Trend
Process Systems

Tag
Picker

Tags

Tags
being
trended

Invensys Confidential EMP051EA-02 43

So far …
Process Systems

 So that's historization and reporting

 Now we'll take a quick look at

– Monitoring hardware and communications with System Manager
– Security
– Alarming

Invensys Confidential EMP051EA-02 44

System Manager Organization
Process Systems

SMon Alternativel …
Switch
view according to
CP Ethernet switch
Station

FBM Station

FBM

Station

Periph.

Switch

View according to
System Monitor

Invensys Confidential EMP051EA-02 45

 System Manager
Process Systems

Expanded
System
Monitor
View

Information View

Invensys Confidential EMP051EA-02 46

Security
Process Systems

 Control security is via IEE and stored in Galaxy

 Compounds (objects) are assigned to Security Groups
 Each parameter of each block in compound gets assigned a
type of security: e.g. tuning, read-only, operate, etc.
 Users assigned Roles – Roles have configured permissions
-- for configured Security Groups

Parameters Security Groups Roles Users

(all objects) Group A Role 1 User x

Group B Role 2 User y

Read / Write Security
Classifications
per attribute
Assigned Permissions:

Invensys Confidential EMP051EA-02 47

Security
Process Systems

 IEE doesn't configure workstation-related security

 No access levels in standard Faceplates
 Users can add access levels in their own graphics

 Also, Lock/Unlock (using Station ID) on faceplate

Invensys Confidential EMP051EA-02 48

Alarming
Process Systems

 Alarm Providers  Alarm Consumers

InFusion View
non-I/A Alarm Active-X
Provider Alarm Panel
InFusion
View
Distribute
d Alarm Process /
System System Buttons
I/A Alarm
Provider Annunciator
Alarm Server GCIO
Distributed (AAS) Task
across
 Alarms CP
nodes
 Events
Alarm Print
Utility

Alarm DB SQL
Logger DB

Invensys Confidential EMP051EA-02 49

 Process Systems
Summary – What Did We Cover?

– Major functional areas of system and interactions

– ArchestrA
– "Objects"
– How value gets from I/A blocks to screen
– Getting a block into CP using IEE
– InFusion View and MS Windows
– Faceplates
– Historization and reporting
– System Manager
– Security
– Alarming

Invensys Confidential EMP051EA-02 50

 Process Systems
To Reinforce What You Have Learned
 Review lesson guide
 Review PowerPoint slides
 Perform the lab exercise
 Answer review questions
 Reference documents: ??????

 ASK QUESTIONS……

Invensys Confidential EMP051EA-02 51