GE PPS Getting Started

ProficyTM

Process SystemsG E T T I N G S T A R T E D

V e r s i o n 1 . 0 0

A u g u s t 2 0 0 7

GFK-2487

first draftGetting Started with Proficy Change Management 1

All rights reserved. No part of this publication may be reproduced in any form or by any electronic or mechanical means, including photocopying and recording, without permission in writing from GE Fanuc Automation.

Disclaimer of Warranties and Liability

The information contained in this manual is believed to be accurate and reliable. However, GE Fanuc Automation assumes no responsibilities for any errors, omissions or inaccuracies whatsoever. Without limiting the foregoing, GE Fanuc Automation disclaims any and all warranties, expressed or implied, including the warranty of merchantability and fitness for a particular purpose, with respect to the information contained in this manual and the equipment or software described herein. The entire risk as to the quality and performance of such information, equipment and software, is upon the buyer or user. GE Fanuc Automation shall not be liable for any damages, including special or consequential damages, arising out of the use of such information, equipment and software, even if GE Fanuc Automation has been advised in advance of the possibility of such damages. The use of the information contained in the manual and the software described herein is subject to GE Fanuc Automation standard license agreement, which must be executed by the buyer or user before the use of such information, equipment or software.

Notice

GE Fanuc Automation reserves the right to make improvements to the products described in this publication at any time and without notice.

© 2007 GE Fanuc Automation All rights reserved. Proficy is a registered trademark of GE Fanuc Automation. Any other trademarks referenced herein are used solely for purposes of identifying compatibility with the products of GE Fanuc Automation.

We want to hear from you. If you have any comments, questions or suggestions about our documentation, please send them to the following e-mail address:

[email protected]

Contents1 Welcome to Proficy™ Process Systems 1

Engineering Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Operator Consoles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3System Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Batch Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Important Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . .4System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Requirements for Optional Components . . . . . . . . . . . . . . . . . .6Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Product Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Hardware Key Authorization . . . . . . . . . . . . . . . . . . . . . . . . .19Contact GE Fanuc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

General Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . .20Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Americas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Europe, the Middle East, and Africa (EMEA) . . . . . . . . . . . . . . .20Asia Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

2 Engineering Workstation 23Logic Developer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Hardware Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Engineering Workstation Help . . . . . . . . . . . . . . . . . . . . . . . . .28

iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Proficy™ Process Systems 1.00 iGFK-2487

3 EGD 31EGD Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33EGD Management Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33EGD Management Edition OPC Server . . . . . . . . . . . . . . . . . . . . . 34

4 Operator Console 35iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Running and Online System Monitoring . . . . . . . . . . . . . . . . . . . . 36Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

5 Application Server 39iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

6 System Server 41Historian Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Web and Non-Web Administrators . . . . . . . . . . . . . . . . . . . . . . . 43Historian OLE DB Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Excel Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Historian SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

7 Batch Execution Server 45Equipment Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Recipe Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Phase Logic Interface (PLI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47OPC Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47GE SRTP OPC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Watchdog Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

ii Proficy™ Process Systems 1.00 first draft

ii Proficy™ Process Systems 1.00 GFK-2487

8 Change Management 49Using Proficy Change Management for the First Time . . . . . . . . . .50Centralized Storage & Version Control . . . . . . . . . . . . . . . . . . . . .52Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Audit Trailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Custom Project Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53Factory Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

first draft Proficy™ Process Systems 1.00 iii

GFK-2487 Proficy™ Process Systems 1.00 iiiGFK-2487

1 Welcome to Proficy™ Process SystemsCongratulations on your purchase of Proficy™ Process Systems. Proficy™ Process Systems is a complete, tightly integrated, seamless process control system using PACSystems Controllers, Proficy™ HMI/SCADA, and Proficy™ Production Management software to provide control, optimization, and performance management to manage and monitor batch or continuous manufacturing. It delivers the tools required to design, implement, document, and maintain an automated process. These tools are as follows:■ Engineering Workstation■ Operator Consoles■ Application Servers

Proficy™ Process Systems includes the following products, optional components, and additional features:

Products to install■ Proficy™ HMI/SCADA iFIX and Proficy™ HMI/SCADA CIMPLICITY: two

separate HMI applications.■ Logic Developer: a software tool for programming the full line of GE Fanuc

Controllers. For more information, see Logic Developer: Getting Started (GFK-2485J).

Optional Components■ System Server (Historian): a data collection application for quality control.■ Batch Execution Server: a recipe management and batch execution system.■ Change Management: a version control, security, and audit trail system.

Additional Features■ Ethernet Global Data (EGD) tools:

✐ EGD Configuration Server: enables you to publish function block data created with Engineering Workstation for use on an operator console or Application Server. This tool is included with the installation of either HMI/SCADA product with Engineering Workstation.

✐ EGD Management Tool: provides a high-level view of the EGD system published on the EGD Configuration Server. This tool is included with all installations except for HMI/SCADA CIMPLICITY on an operator console.

Proficy™ Process Systems 1.00 1GFK-2487

W e l c o m e t o P r o f i c y ™ P r o c e s s S y s t e m s1

✐ EGD Management Edition OPC Server: consumes function block data published on the EGD Configuration Server. This tool is included with all installations except for HMI/SCADA CIMPLICITY on an operator console.

■ OPC Client: browses the EGD Management Edition OPC Server for function block data consumed from the EGD Configuration Server. This device communication protocol is included with the installation of HMI/SCADA CIMPLICITY on an operator console.

■ Advanced, high-precision standard function blocks for use with Logic Developer in Engineering Workstation.

■ OLE for Process Control (OPC): a data and I/O information transfer protocol providing interoperability among devices from different manufacturers.

■ Web Access features that access real-time HMI data any time, from anywhere.

E n g i n e e r i n g W o r k s t a t i o n

Engineering Workstation is an environment that provides you with the following components:■ Logic Developer ■ An HMI/SCADA product

✐ Proficy HMI/SCADA iFIX with the Proficy Alarm and Event OPC Server (Proficy AE OPC Server) and the Proficy Alarm Viewer

- or -✐ Proficy HMI/SCADA CIMPLICITY (without SQL Express)

- or -✐ Proficy HMI/SCADA CIMPLICITY (with SQL Express)

Note: Installing SQL Express with CIMPLICITY takes a significant amount of additional time.

■ EGD Configuration Server■ EGD Management Tool (EMT)■ EGD Management Edition OPC Server

For more information about working with Engineering Workstation, see “Engineering Workstation” on page 23.

2 Proficy™ Process Systems 1.00 GFK-2487

W e l c o m e t o P r o f i c y ™ P r o c e s s S y s t e m s

O p e r a t o r C o n s o l e s

An operator console installation provides you with an HMI/SCADA product with separate components:■ Proficy HMI/SCADA iFIX

✐ EGD Management Tool (EMT)✐ EGD Management Edition OPC Server✐ Proficy Alarm and Event OPC Server (Proficy AE OPC Server)✐ Proficy Alarm Viewer

■ Proficy HMI/SCADA CIMPLICITY✐ OPC Client

For more information about working with an operator console, see “Operator Console” on page 35.

A p p l i c a t i o n S e r v e r s

An Application Server installation provides you with an HMI/SCADA product with separate, as well as common, components:■ Proficy HMI/SCADA iFIX

✐ Proficy Alarm and Event OPC Server✐ Proficy Alarm Viewer

■ Proficy HMI/SCADA CIMPLICITY

■ EGD Management Tool

■ EGD Management Edition OPC Server

For more information about working with an Application Server, see “Application Server” on page 39.

S y s t e m S e r v e r

A System Server installation provides you with the following components:■ Historian (optional)■ EGD OPC Server■ EGD Configuration Server■ EGD Management Tool

For more information about working with System Server, see “System Server” on page 41.



Important Product Information1

B a t c h S e r v e r

A Batch Server installation provides you with the following components:■ Batch■ SRTP Driver■ Batch SP1

For more information about working with Batch Server, see “Batch Execution Server” on page 45.

I M P O R T A N T P R O D U C T I N F O R M A T I O NFor last-minute information, release notes, and supported hardware lists for Proficy™ Process Systems products, see the Important Product Information (IPI) document on the DVD. There are several ways to view this document:

■ When installing Proficy™ Process Systems, select Important Product Information on the initial Launcher screen.

■ Browse the root folder of the DVD and double-click IPI_PPS.chm.

■ From the Proficy™ Process Systems Engineering Workstation Help menu, choose Important Product Information.

■ When running Proficy™ Process Systems Engineering Workstation, click the InfoView tab in the Navigator, expand the Proficy Process Systems library,

and then double-click the Important Product Information page.

■ When running Proficy™ Process Systems Engineering Workstation, click the Home button on the InfoViewer toolbar, then to the left, under Get Started,

click What’s New.


W e l c o m e t o P r o f i c y ™ P r o c e s s S y s t e m sSystem Requirements

S Y S T E M R E Q U I R E M E N T S The following are the minimum recommended system requirements needed to support an installation of Engineering Workstation, Operator Console, or Application Server.

O p e ra t i n g Sy s t e m s■ Windows XP Professional (Service Pack 2). Supported for all installation types.■ Windows 2000 Advanced Server (Service Pack 4). Supported on iFIX and

CIMPLICITY.■ Windows Server 2003 Standard or Enterprise Editions (Service Pack 1 or

Revision 2). Supported on iFIX and CIMPLICITY.

I n t e r ne t E x p l o r e rInternet Explorer 6.0 or greater

Note: You must install Internet Explorer before installing Proficy™ Process Systems.

Hard ware ■ 3 GB Pentium 4-based processor with 1 GB RAM■ 3 GB hard disk space. This includes:

✐ 2 GB hard disk space for Logic Developer

Note: Windows 2000 and XP workstations require the Microsoft® .NET Framework v1.1. If this is not yet installed, you will need approximately 150 MB additional hard disk space when installing Proficy™ Process Systems. The .NET Framework is automatically included with Proficy™ Process Systems, so you do not need to install it separately.

Warning: After installation of Proficy™ Process Systems and the .NET Framework is complete, do not attempt to install an older or beta version of the .NET Framework. This causes the newest version of the .NET Framework to fail.

and either✐ 240 MB hard disk space for iFIX

- or -✐ 800 MB hard disk space for CIMPLICITY

■ Additional hard disk space for sample projects, temporary files, and growth■ TCP/IP-compatible network interface adapter



System Requirements1

■ Ethernet adapter■ CD-ROM drive■ Device communication interfaces for your HMI product

Note: The EGD Management Edition OPC Server is automatically installed with Engineering Workstation installations, with CIMPLICITY on Application Server installations, and with iFIX on all installation types. If you install CIMPLICITY on an Operator Console, it uses its native OPC Client to communicate.

■ If relational database software is used with CIMPLICITY or iFIX, one of the following must be installed:✐ Microsoft SQL Server 2000 (Service Pack 4)✐ Oracle 9i or greater✐ Microsoft Access 2000 or greater (iFIX only)

■ One parallel port or free direct-connect USB port for licence keys. Some touch screens, pointing devices, and I/O drivers require a serial port. Additional ports for I/O hardware should be ordered with the computer.

■ SVGA or better color graphics monitor and a 100% IBM-compatible, 24-bit graphics card capable of 800x600 resolution and at least 65,535 colors

■ Two-button mouse or compatible pointing device (such as a touch screen)

R e q u i r e m e n t s f o r O p t i o n a l C o m p o n e n t s

The following system requirements must be considered if you choose to install any of these optional components.

Sy s t e m S e rve r■ Windows 2000 Professional Service Pack 2 or greater, Windows XP

Professional, or Windows Server 2003. Windows 2000 or greater is required for the Alarm and Event archiver.

■ Internet Explorer 6.0 or greater

■ Microsoft IIS (Internet Information Server) for systems with Historian Web Administrators

■ Network interface software for network communications. The TCP/IP network protocol is required.

■ SQL Server 2000 or greater is required for “Use Existing SQL Server” option in alarm and event archiving configuration

■ Microsoft Office 97 SR-1 or greater, Office 2000, Office XP, or Office 2003 for the Historian Excel Add-In



Historian Server hardware requirements

■ Pentium 4-based 2.0 GHz or better computer with 1 GB RAM

■ CD-ROM drive

■ 100 MBit TCP/IP-compatible network interface adapter for network communication and certain I/O drivers

■ Monitor capable of at least 1024x768 resolution

■ 80 GB free hard drive space for the data archives, message files, buffer files, and log files used by the system

Data Collector node hardware requirements

■ Pentium 4-based 2.0 GHz or better computer with 512 MB RAM

■ 40 GB free hard drive space to store buffered data

■ CD-ROM drive

■ TCP/IP-compatible network interface adapter for network communication and certain I/O drivers

Microsoft Cluster service hardware requirements

■ Pentium 4-based 2.0 GHz or better computer with 1 GB RAM

■ 80 GB of local free hard drive space

■ 40 GB shared SCSI hard drive (RAID preferred)

■ Two 100 Mbit TCP/IP-compatible network interface adapters for network communication and certain I/O drivers (one for public network, another for private network)

Note: The configuration of each server added to the cluster must be identical to the other servers in the cluster.

EG D M anag e me n t E d i t i o n O PC S e rve r■ Windows 2000 Service Pack 2 or greater, Windows XP Professional Service

Pack 1 or greater, or Windows Server 2003

■ Proficy iFIX 4.0

- or -

CIMPLICITY 7.1





The following software is installed with the EGD Management Edition OPC Server:

■ Microsoft .NET Framework v1.1

■ EGD Management Tool (EMT)

■ EGD Generic Editor

■ EGD Configuration Server

■ Hardware key driver if you are using a keyed GE Fanuc product

Ba t c h E x e c u t i o n Se rv e r■ Windows 2000, Professional or Advanced Server Edition Service Pack 2 or

greater, Windows XP Professional Service Pack 1 or greater, Windows Server 2003, Standard or Enterprise Edition

■ Network interface software for network communication, if client/server is used on multiple machines. The TCP/IP network protocol is required.


■ Microsoft SQL Server 6.x, Microsoft SQL Server 7.x - Service Pack 3, Microsoft SQL Server 2000 - Service Pack 2, Oracle 7.x, Oracle 8.x, Oracle 9i, or Oracle 10g for relational database software

■ Microsoft Visual SourceSafe 6.0, if using the WorkInstruction feature

Server Hardware Requirements

■ A Pentium III-based 500 MHz or better computer with 256 MB RAM

Note: If you are running an iFIX Server or iFIX Client on the same computer, add an additional 128 MB.

■ Virtual memory settings with 2 to 3 times the amount of physical memory

■ 1 GB of hard disk space to install the product

■ Minimum of 500 MB free disk space to save and run projects

■ Recommended screen resolution of at least 1024 x 768, with small fonts, for all monitors including Notebook monitors

■ Video display settings at 65,536 colors (recommended)

Client Hardware Requirements

■ Pentium III-based 500 MHz or better computer with 128 MB RAM

Note: If you are running an iFIX Server or iFIX Client on the same computer, add an additional 128 MB.



■ Virtual memory settings with 2 to 3 times the amount of physical memory

■ 1 GB of hard disk space to install the product

■ Minimum of 100 MB free disk space to run applications

■ Recommended screen resolution of at least 1024 x 768, with small fonts, for all monitors including Notebook monitors

■ Video display settings at 65,536 colors (recommended)

Pr o f i c y Ch ang e M anag e m en t S e rv e r■ Windows XP Professional (Service Pack 2), Windows 2000 Professional (Service

Pack 4), Windows 2000 Server, or Windows 2003 Server (SP2 R2)

Note: Proficy Change Management is not supported in environments that use Microsoft Terminal Services or Microsoft Cluster Server. Windows Vista, Windows XP Tablet PC Edition, and Windows XP Embedded are not supported.

■ Ethernet Network Adapter and the TCP/IP Network Protocol (100Mbit)

■ Internet Explorer version 7.0, Internet Explorer version 6.0 Service Pack 1 or greater, or Internet Explorer version 5.5 with Service Pack 2 Q810847 or greater

Hardware Requirements

■ 2.0 GHz Pentium-based computer recommended

Note: See your sales representative for server system recommendations based on your projected number of Manager Clients and the projected size of your project database.

■ 20 GB free hard disk space, plus storage space for project files

■ 512MB RAM (1 GB recommended)

■ Microsoft Visual SourceSafe 6.0d Build 31222 or greater, or Visual SourceSafe 2005

Note: The 6.0d version can be acquired by installing the Microsoft Visual Studio 6 SP6 update. For more details, visit Microsoft's web site at www.microsoft.com.

Pr o f i c y Ch ang e M anag e m en t C l i e n t■ Windows XP Professional (Service Pack 2), Windows 2000 Professional (service





Note: Proficy Change Management is not supported in environments that use Microsoft Terminal Services or Microsoft Cluster Server. Windows Vista, Windows XP Tablet PC Edition, and Windows XP Embedded are not supported.

■ Internet Explorer version 7.0, Internet Explorer version 6.0 Service Pack 1 or greater, or Internet Explorer version 5.5 with Service Pack 2 Q810847 or greater



■ 50 MB hard disk space, plus storage space for project files (500 MB recommended to start with)

■ 512 MB RAM (1 GB recommended)

■ Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit)

Pr o f i c y Ch ang e M anag e m en t S c h e du l e r E ng i ne■ Windows XP Professional (Service Pack 2), Windows 2000 Professional (Service


Note: Windows Vista, Windows XP Tablet PC Edition, and Windows XP Embedded are not supported.

■ Proficy Change Management Client

■ Internet Explorer version 5.5 with Service Pack 2 Q810847 or greater, or Internet Explorer 6.0 with Service Pack 1 or greater



■ 50 MB hard disk space (in addition to hard disk space required for the Proficy Change Management Client)

■ 512 MB RAM (1 GB recommended)

■ Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit)


W e l c o m e t o P r o f i c y ™ P r o c e s s S y s t e m sInstallation

I N S T A L L A T I O NIf you have any problems installing Proficy™ Process Systems, please contact Technical Support (see page 20).

T o i n s t a l l P r o f i c y™ P ro c e s s S ys te m s En g i ne e r i n g W or ks ta t i o n1. Start the Proficy™ Process Systems installation process.

Place the Proficy™ Process Systems installation DVD in the DVD drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the DVD.

2. Click Engineering Workstation to start the installation process.

Follow the on-screen prompts in the Proficy™ Process Systems Setup dialog box, clicking Next each time, until you are asked to select the components to install.

If a previous version of Proficy™ Process Systems is installed on your workstation, you are prompted to uninstall Proficy™ Process Systems during the upgrade process. You should do so only when asked to by the installation process. Do not delete files left behind during uninstallation; these are used by the new version.

3. Select the appropriate installation options.

In the Proficy™ Process Systems Setup dialog box, ensure that one of the HMI/SCADA products is selected.

Note: If you are installing HMI/SCADA CIMPLICITY, you can choose whether or not to install it with SQL Express.

■ Logic Developer

Note: By default, Logic Developer is selected for installation. You cannot run Engineering Workstation without Logic Developer.

4. Finish the installation.

Continue with the rest of the installation, following the prompts on each screen until you are done.

Important: By default, the EGD Configuration Server, EGD Management Tool, and EGD Management Edition OPC Server are automatically installed with Engineering Workstation regardless of the HMI product you installed.



Installation1

T o i n s t a l l P r o f i c y™ P ro c e s s S ys te m s O pe ra to r Con so l e1. Start the Proficy™ Process Systems installation process.


2. Click Operator Console to start the installation process.

Follow the on-screen prompts in the Proficy™ Process Systems Setup dialog box, clicking Next each time, until you are asked to select the components to install.


In the Proficy™ Process Systems Setup dialog box, ensure that the following features are selected to be installed.

■ One of the HMI\SCADA products



Important: By default, the EGD Management Tool (EMT) and EGD Management Edition OPC Server are automatically installed when you choose to install iFIX on Operator Console. These EGD components are not installed with CIMPLICITY on Operator Console.

T o i n s t a l l P r o f i c y™ P ro c e s s S ys te m s A p p l i c a t i o n S e rve r1. Start the Proficy™ Process Systems installation process.


2. Click Application Server to start the installation process.

Follow the on-screen prompts in the Proficy Process Systems Setup dialog box, clicking Next each time, until you are asked to select the components to install.


In the Proficy™ Process Systems Setup dialog box, ensure that one of the HMI/SCADA products is selected to be installed.





Important: By default, the EGD Management Tool (EMT) and EGD Management Edition OPC Server are automatically installed when you choose to install iFIX or CIMPLICITY on an Application Server.

T o i n s t a l l Sy s t e m S e rve r1. Start the Proficy™ Process Systems installation process.

Place the Proficy Process Systems installation DVD in the DVD drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the DVD.

2. Click System Server to start the installation process.

Important: If you are installing the System Server on Operator Console with CIMPLICITY, you must first install the EGD components in order to see the installed historian collectors. If you are installing the System Server on Operator Console with iFIX, or on Application Server with either of the HMI products, the EGD Management Edition OPC Server and EGD Management Tool (EMT) are installed with the HMI product.

3. Click Historian.

Follow the on-screen prompts in the Proficy InstallShield Wizard dialog box, clicking Next each time, until you are asked to select the components to install.


In the InstallSheild Wizard dialog box, ensure that the following features are selected to be installed.■ Historian Server

✐ Historian Server✐ Administrative Web Site (requires IIS 4.0). If you select this option, the

Historian Server option is automatically selected.✐ Alarm and Event Archiver. If you select this option, the Historian Server

option is automatically selected.

Note: You must install this feature if you want to process Alarms and Events from Proficy Process Systems.

■ Collectors

Choose from 11 collectors, or select the Collectors option to select all.■ Historian Excel Add-in■ Historian Administrator■ Proficy Historian Client Tools. This option is automatically selected.■ Historian Documentation & Help



Installation1

✐ Historian Help & Documentation✐ Historian Sample Applications

■ OLE DB✐ OLE DB Driver✐ OLE DB Samples



6. Select whether or not to restart your computer, and then click Finish.

T o i n s t a l l P r o f i c y B a t c h Ex e c u t i o n S e r ve r1. Start the Proficy™ Process Systems installation process.

Place the Proficy Process Systems installation DVD in the DVD drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the DVD.

2. Click Batch Server to start the install process.

3. Click Batch.

Follow the on-screen prompts in the Proficy Batch Execution dialog box, clicking Next each time.

4. Select whether or not to restart your computer, and then click Finish.

5. Restart the installation process and click Batch Server.

6. Click SRTP Driver.

Follow the on-screen prompts in the GES OPC Server Setup dialog box, clicking Next each time.


Click Done when the GE SRTP OPC Server is completely installed.

8. Restart the installation process and click Batch Server.

9. Click Batch SP1.

Follow the on-screen prompts in the Proficy Batch Execution 5.0 ServicePack_1 Installation Wizard dialog box, clicking Next each time.

10. Select whether or not to read the Readme.txt file, and then click OK.

11. You must restart your computer for the Batch Server installation to complete.



T o i n s t a l l V i s u a l S o u r c e S a f e1. Start the Visual Source Safe installation process.

Place the Visual Source Safe installation CD in the CD-ROM drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the CD.

2. Click Install.

Follow the on-screen prompts on the Installation Wizard for Visual SourceSafe 6.0d dialog box, clicking Next, Continue, or OK, as applicable.


Click OK, and then click Finish.

Important: You must install Visual Source Safe before you attempt to install the Proficy Change Management Server; otherwise, the Change Management Server installation fails.

T o i n s t a l l t h e P r o f i c y Ch ang e M anag e me n t S e rve rThe Proficy Change Management Server stores and manages the project database, which is kept under version and access control. The Server uses Microsoft Visual SourceSafe (a proven, reliable management program) for its version control system.

1. Ensure that the installation of Microsoft Visual SourceSafe to be used by Proficy Change Management has the latest patches and service packs (at least version 6.0d build 31222 or Visual SourceSafe 2005). For more information, see “To install Visual Source Safe”.

2. Ensure you are installing the Server during regular business hours for Product Authorization (between 8 a.m. and 4 p.m. Mountain Time). You must authorize the Change Management Server; authorization personnel are available only during those times.

3. If you want to use the Intellution iFIX custom product module, ensure that iFIX is installed to the same directory location on all Proficy Change Management Client workstations that will use the same set of projects.

4. Start the Change Management installation process.Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you have Autoplay enabled, the installation launcher splash screen appears. If it does not appear, run Setup.exe on the root directory of the DVD.

5. Click Change Management.Follow the on-screen prompts in the Proficy Process Systems Setup dialog box, clicking Next each time, until you are asked to select the components to install.

6. Select the appropriate installation options.In the Proficy Process Systems Setup dialog box, ensure that the following features are selected to be installed:■ Change Management Client



Installation1

✐ Under Support Product Modules, all products you want to use with Change Management

✐ Scheduler■ Change Management Server The icon next to a feature option indicates the install state of that feature. A red X means the feature will not be installed. Click the icon to open a menu that enables you to change the install state for that feature. When completed to your satisfaction, click Next.Notes

■ The Modicon ProWORX module is automatically included if you have ProWORX NxT installed on the local workstation. This means you cannot launch ProWORX NxT except from the Proficy Change Management environment. If you do not want to use Proficy Change Management with ProWORX NxT projects, clear the Modicon ProWORX module installation option.

■ If you have Windows XP SP2 installed and the Windows Firewall is active, you are asked whether you want Change Management to be added to the exceptions list. If you decline (or if you install Windows XP SP2 later), you will have to manually enable the appropriate executable files in the exceptions list before you can use Change Management.

7. Finish the installation.Continue with the rest of the installation, following the instructions on each screen.When the Proficy Change Management Server configuration dialog box appears, click OK to accept the default settings. You should not change any of the specified information unless the SourceSafe database or Audit Trail database is moved from its default installation location.

Note: If you intend to use Audit Trailing, share the Audit Trail database folder on the Proficy Change Management Server with “Read” permissions. This enables users to read audit trail data.



T o i n s t a l l t h e P r o f i c y Ch ang e M anag e me n t C l i e n tYou must install the Change Management Client on each computer that accesses the Change Management Server. The Change Management Client is automatically included when you install a Change Management Server. You do not need to install the Client separately on the Server computer.

To install the Change Management Client, follow the steps below on the Client workstation computer.

1. Ensure that the Change Management Client workstation has a valid Ethernet network connection to the computer running the Change Management Server.

2. If you want to use the Intellution iFIX custom product module, ensure that iFIX is installed to the same directory location as that of all other Proficy Change Management Client workstations that use the same set of iFIX projects.

3. Start the Change Management installation process.Place the Proficy™ Process Systems installation DVD in the CD-ROM drive. If you have Autoplay enabled, the installation launcher splash screen should appear. If it does not appear, run Setup.EXE on the root directory of the DVD.

4. Click Change Management.Follow the on-screen prompts in the Proficy Process Systems Setup dialog box, clicking Next each time, until you are asked to select the components to install.

5. Select the appropriate installation options.In the Proficy Engineering Workstation Setup dialog box, ensure that the following features are selected to be installed:■ Change Management Client

✐ Under Product Support Modules, all products you want to use with Change Management

✐ (Optional) Scheduler The icon next to a feature option indicates the install state of that feature. A red X means the feature will not be installed. Click the icon to open a menu that enables you to change the install state for that feature. When done, click Next.Notes

■ Ensure that Change Management Server is not selected to be installed.

■ The Modicon ProWORX module is automatically included if you have ProWORX NxT installed on the local workstation. This means you cannot launch ProWORX NxT except from the Proficy Change Management environment. If you do not want to use Proficy Change Management with ProWORX NxT projects, be sure to clear the Modicon ProWORX module installation option.



Installation1

■ If you have Windows XP SP2 installed and the Windows Firewall is active, you are asked whether you want Change Management to be added to the exceptions list. If you decline (or if you install Windows XP SP2 later), you will have to manually enable the appropriate executable files in the exceptions list before you can use Change Management.

6. Finish the installation.Continue with the rest of the installation, following the prompts on each screen until you are done.

7. You must specify the default Change Management Server for this Client installation.

For information on using the Change Management Server the first time, see “Using Proficy Change Management for the First Time” on page 50.


W e l c o m e t o P r o f i c y ™ P r o c e s s S y s t e m sProduct Authorization

P R O D U C T A U T H O R I Z A T I O N

Before you can start developing projects in ProficyTM Process Systems, you must authorize the software. If you do not do so, you have unrestricted use of the software’s features for only a short trial period. The authorization process takes only a few moments and enables you to take advantage of any product support for which you qualify.

To see the products you are currently authorized for, on the Proficy™ Process Systems Help menu, point to Product Authorization and choose Authorize Software. This displays the Product Authorization dialog box. If you have a hardware key plugged in to a USB port, you can select the Show Hardware Keys check box to view the authorizations provided by that key.

H a r d w a r e K e y A u t h o r i z a t i o n

Hardware key authorization requires a special USB hardware key. This key contains internal settings that enable the use of specific products and is set by your dealer or retailer.

Hardware key authorization is available only for Windows 2000 or Windows XP and requires a free USB port on your computer.

Important: If a component is not enabled on your hardware key, you can install it but you will not be able to launch or use it.

T o a u t h o r i z e P r o f i c y TM P r o c e s s S ys te m s p r o du c t s w i t h a ha r dwa re k e y1. Locate a free USB port on your workstation.

Typically, the USB port is located on the front or back of your tower case, or in the side of a laptop computer. In some cases, a USB port can be found on your computer’s monitor.

2. Plug the hardware key into the USB port.

The first time you plug the key into a USB port, you will see a progress dialog box that indicates that Windows has detected new hardware and is updating its system settings. After the dialog box disappears, the settings stored in the hardware key are active and you can use the Proficy™ Process Systems products that it authorizes.

You must leave the hardware key in the port while using Proficy™ Process Systems. If you remove the key from the port, authorization for those products vanishes.

To move authorization to another computer, remove the hardware key from the source computer and plug it into a USB port on the destination computer.



Contact GE Fanuc1

C O N T A C T G E F A N U CIf you purchased this product through a GE Fanuc Authorized Channel Partner, please contact them directly.

G e n e r a l C o n t a c t I n f o r m a t i o n

Online Technical Support & GlobalCare: www.gefanuc.com/support

Comments about our manuals or online help: [email protected]

Additional information: www.gefanuc.com

T e c h n i c a l S u p p o r t

If you have technical problems that cannot be resolved with the information in this guide, please contact us by telephone or email, or on the web at www.gefanuc.com/support.

A m e r i c a sOnline Technical Support: www.gefanuc.com/supportPhone: 1-800-GE FANUC (1-800-433-2682)International Americas Direct Dial: 1-434-978-5100Technical Support Email: [email protected] Care Email: [email protected] language of support: English

E u r o p e , t h e M i d d l e E a s t , a n d A f r i c a ( E M E A )Online Technical Support: www.gefanuc.com/supportPhone: +800 1 GE FANUC (+800-1-433-2682)Technical Support Email: [email protected] Care Email: [email protected] languages of support: English, French, German, Italian, Czech


W e l c o m e t o P r o f i c y ™ P r o c e s s S y s t e m sContact GE Fanuc

A s i a P a c i f i cOnline Technical Support: www.gefanuc.com/supportPhone: +86-400-820-8208

+86-21-3217-4826 (India, Indonesia, and Pakistan)Technical Support Email: [email protected] (China)

[email protected] (Japan)[email protected] (remaining Asia customers)

Customer Care Email: [email protected]


2 Engineering WorkstationProficy Process Systems Engineering Workstation is used to develop and configure your process system. An Engineering Workstation installation includes the following features and software components:■ Logic Developer ■ HMI/SCADA iFIX

- or -■ HMI/SCADA CIMPLICITY (with or without SQL Server)

When you install an HMI product with Engineering Workstation, you are in effect installing an operator console. This gives you the ability to monitor and control the process. For more information, see “Operator Console” on page 35.

When you install iFIX, the Proficy Alarm Viewer and Proficy OPC Alarm and Event Server (Proficy OPC AE Server) are automatically installed. In addition, when you install either iFIX or CIMPLICITY, the EGD Configuration Server, EGD Management Tool, and EGD Management Edition OPC Server are also installed. For more information, see “EGD” on page 31.

There are also optional components that you can install to use with Engineering Workstation. These optional components are:■ Batch Execution Server■ System Server■ Change Management

For more information about these optional components, see the applicable chapters in this manual.


E n g i n e e r i n g Wo r k s t a t i o n

Logic Developer2

L O G I C D E V E L O P E RLogic Developer is next-generation software for programming GE Fanuc Controllers. Logic Developer provides all the tools necessary to create powerful process applications. It also enables you to configure your Controller hardware, create and edit logic, upload and download projects, and monitor and debug the execution of process programs.

The following features are included:■ Function Block Diagram (FBD) editor■ Hardware Configuration■ Ladder Diagram (LD) editor■ Structured Text (ST) editor

Logic Developer offers you a complete solution for the development of automation applications in one package. Logic Developer features an integrated development environment and tools that enable you to spend more time building applications and less time learning the software.

For detailed information about Proficy Logic Developer, see the Logic Developer online help and Proficy Logic Developer: Getting Started (GFK-2485J.pdf) on the installation DVD or at www.gefanuc.com/support.


E n g i n e e r i n g Wo r k s t a t i o nLogic Developer

The following illustrates a Logic Developer project:

P r o j e c t s

Before creating a Logic Developer project, there are some things you should know:■ The primary components your project will contain.■ The GE Fanuc Controller your project will run on.

With Logic Developer, you can build multiple projects for your specific requirements.

Want to know more? See the Projects section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “projects” and choose “Projects: an Overview”.

Navigator

Help Index

Inspector

Feedback Zone

Data Watch

InfoViewer

Toolchest

Companion



Logic Developer2

T o o l s

Project development is supported by various tools, each of which is opened by means of a button on the Tools toolbar.

A description of each tool’s function is provided below:

Navigator: A docking tool window containing a set of tabs that displays information about your development system in a hierarchical tree structure, similar to Windows Explorer.

Feedback Zone: A docking window used to display several types of output information generated by Logic Developer components.

Inspector: Lists the properties and current settings for a selected object or element.

Data Watch: A run-time debugging tool that enables you to monitor and edit the values of variables.

Toolchest: A powerful storehouse of objects you can add to your project. You can drag most items directly from the Toolchest into Logic Developer editors.

Companion: Provides useful tips and information while you work.

InfoViewer: An embedded Web browser used mainly to display the online help, reports, and any documentation associated with a project or target.

V a r i a b l e s

The Variables tab of the Navigator contains variables. A variable is a named storage space for data. That is, a variable name represents a memory location in the target Controller. The way in which a variable represents a memory location is determined by the value of a variable’s Ref Address property.

Want to know more? See the Tools section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “tools” and choose “Tools Toolbar”.

Want to know more? See the Variables section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “variables” and choose “Variables: an Overview”.


E n g i n e e r i n g Wo r k s t a t i o nLogic Developer

O p t i o n s

The Options tab of the Navigator contains option and preference settings. Options are organized into folders and pages.

T a r g e t s

A target represents a run-time destination of the program or programs you develop with Logic Developer. Each target contains all components associated with that target. Proficy Process Systems Logic Developer supports the following GE Fanuc families of Controllers: ■ PACSystems RX7i■ PACSystems RX3i

A target is automatically present in a project when you use a template to create the project. A project can contain multiple targets.

One target is required for each Controller your project accesses, except when using CPU redundancy. In this case, one target contains a Primary Hardware Configuration and a Secondary Hardware Configuration, which correspond to the primary Controller and the secondary Controller, respectively.

Communicating with a PACSystems is necessary to perform such operations as storing and loading programs or monitoring data values and Controller Status information. You can connect to a Controller from Logic Developer over a serial, Ethernet, or modem connection, depending on the Controller’s capabilities.

You can perform the following tasks when working with a target Controller:■ Validate your targets.■ Work offline or online with a Controller.■ Upload from or download to a Controller.■ Set a Controller to Run or Stop mode while online in programmer mode.

Want to know more? See the Options section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “options” and choose “Options tab (Navigator)”.

Want to know more? See the Targets section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “targets” and choose “Targets: an Overview”.

Want to know more? See the Interacting with a Controller section in the Proficy Logic: Developer Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “interacting” and choose “Working with Targets”.



Logic Developer2

H a r d w a r e C o n f i g u r a t i o n

Logic Developer supports PACSystems RX7i and PACSystems RX3i Controllers with their respective CPUs, racks, and modules. The Hardware Configuration (HWC) component of Logic Developer provides a way to configure your target equipment.

E n g i n e e r i n g W o r k s t a t i o n H e l p

Engineering Workstation includes a comprehensive online help system that enables you to access specific help topics while working. Use the InfoViewer or Companion to access help.

Want to know more? See the Hardware Configuration section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “Hardware Configuration: an Overview”.

Want to know more? See the Engineering Workstation Help section in the Proficy Logic Developer Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “help” and choose “Finding information in the Help”.


E n g i n e e r i n g Wo r k s t a t i o niFIX

i F I XiFIX is a Windows-based HMI/SCADA component of GE Fanuc's family of software automation products. Based on open component-based technology, iFIX is designed to enable easy integration and interoperability between your plant floor and business systems. It includes functional and architectural features that reduce the design time for automation projects, enable simple system upgrades and maintenance, provide seamless integration with third-party applications, and increase productivity.

The SCADA (Supervisory Control and Data Acquisition) portion of iFIX provides monitoring, supervisory control, alarming, and control functions. It guarantees the absolute integrity of data and provides complete distributed networking capabilities.

The HMI portion of iFIX is the window into your process. It provides all the tools you need to develop pictures that operators can use to monitor your process.

For detailed information about iFIX, see the iFIX online help and the Getting Started with iFIX.pdf on the installation DVD or at www.gefanuc.com/support.



CIMPLICITY2

C I M P L I C I T YCIMPLICITY is a Windows-based HMI/SCADA component of GE Fanuc's family of software automation products. It is scalable from a Human Machine Interface (HMI) to a fully networked Supervisory Control and Data Acquisition (SCADA) system. The networking capabilities enable you to achieve levels of integration that virtually eliminate redundant configuration within a network.

CIMPLICITY is based on a client–server architecture consisting of Servers and Viewers. Servers are responsible for the collection and distribution of data. Viewers connect to Servers and have full access to the collected data for viewing and control actions.

Servers and Viewers are easily networked together to seamlessly share data without the need to replicate your point database from node to node. For example, points are configured once and only once on a server. Screens are developed and stored in a single location on the network and accessed by any other CIMPLICITY display on the network.

Servers can be licensed to collect data from, for example, 75, 150, 300, 700, 1500 or an unlimited number of device points. Exempted from the point count are virtual points, which reside only in the computer and points collected by another server. This I/O count architecture satisfies customers with small single node systems, and leverages CIMPLICITY's strong client-server architecture for multi-node systems. CIMPLICITY provides the flexibility to build a larger system through multiple smaller nodes without forcing you to purchase large and expensive server hardware to service multiple users.

For detailed information about CIMPLICITY, see the CIMPLICITY online help.


3 EGDEthernet Global Data (EGD) is the primary Ethernet-based peer-to-peer communications protocol for data and command exchanges for GE Fanuc Controllers. EGD provides repeated transmission of data exchanges from a Controller (producer) to other devices such as HMIs (consumers). A producer supports several exchanges, and any of these can be configured to be sent to a specific consumer (unicast), to multiple consumers within a group (multicast), or to all consumers on a network (broadcast).

The primary advantages of EGD accrue in distributed control applications that consist of multiple Controllers with a supervisory layer consisting of HMI/SCADA nodes sharing a common Ethernet network. Controllers produce data that interested consumers (like an HMI) collect in configurable sets of transmitted data packets.

Proficy Process Systems provides three EGD tools to use for communications between Engineering Workstation and your HMI products:■ EGD Configuration Server■ EGD Management Tool■ EGD Management Edition OPC Server


E G D3

Distributed Control

The following diagram demonstrates how EGD works. There are four devices in the Ethernet Global Data exchange: two PACSystems Controllers, a computer running Engineering Workstation, and an Operator Console with iFIX.

Controller A produces two exchanges (Exchange 1 and Exchange 2) and consumes none. Controller A’s logic triggers an event to generate a Command message to Controller B.

Controller B produces one exchange (Exchange 3) and consumes one (Exchange 2).

The computer produces no exchanges and consumes three (Exchange 1, Exchange 2, and Exchange 3).

Exchange 1 is an example of unicast. Exchange 2 is an example of multicast, where a single produced exchange is subscribed to by more than one consumer.

iFIX on the Operator Console updates to the Configuration Server on the computer.

The configuration of each device is available in the Configuration Server on the computer (can be located on any computer on the network). The EGD status and communication statistics are provided by the EGD Management Tool.


E G DEGD Configuration Server

E G D C O N F I G U R A T I O N S E R V E RThe EGD Configuration Server is a central repository for all EGD nodes on a network to expose their producer and consumer configuration files. The EGD Configuration Server enables each device configuration tool to store EGD configuration information that, in turn, can be shared with other information-requesting tools. Configuration information is shared in a file repository using an XML schema, representing the EGD configuration.

Note: The EGD Configuration Server can be installed on the same computer with the configuration tools or on a different machine.

Each device configuration tool is responsible for the entire device configuration, including the EGD portions. Each tool transfers EGD configuration information to or from the configuration server following its workflow, but adhering to the EGD configuration style guidelines. Each tool performs the required validation of the device configuration, including EGD portions of that configuration, and report inconsistencies.

Note: If the EGD Configuration Server is removed or is no longer accessed by the EGD Management Edition OPC server, all configuration information required to run the EGD OPC server can be saved as either a binary file with a .EGD extension, or a .CSV file, regardless of whether the source of configuration is manual or extracted from ProducedData.xml files. In both file types, structure variable information, if it exists, is also saved.

For more information on structure variables or on the EGD Management Edition OPC server, refer to the EGD Management Edition OPC Server online help.

E G D M A N A G E M E N T T O O LThe EGD Management Tool (EMT) is an optional utility that provides the following features:■ Presents a graphical view of the hierarchical and topological view of the EGD

network along with animation to display data flow, as well as health monitoring exceptions

Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “EGD Configuration Server: Integration with Logic Developer”.


E G D

EGD Management Edition OPC Server3

■ Provides offline reporting of configuration conflicts and statistics to assist in analyzing the EGD network

■ Provides online health monitoring of transmission errors■ Is the launch point for the device configuration tool to edit a device's EGD

configuration■ Provides online mode to give an overview of EGD health. In this mode, it uses

EGD command messages to gather statistics and health information from each capable EGD device

E G D M A N A G E M E N T E D I T I O N O P C S E R V E RThe GE Fanuc EGD Management Edition OPC Server version 7.21 or greater, known as the EGD OPC Server, provides the interface and communications protocol between the Ethernet Global Data (EGD) service and your process control software. The EGD OPC Server enables GE Fanuc's HMI products to collaborate with other EGD-enabled products, as well as expose EGD data to third-party OPC clients. This server acts as an EGD data consumer; that is, it can receive, process, and make use of all EGD samples sent to the host machine via unicast, multicast, or broadcast.

The EGD OPC Server takes advantage of the common EGD Configuration Server by using the information stored on the Configuration Server to automate its configuration. For more information, see “EGD Configuration Server” on page 33.

An EGD Configuration Power Tool is provided to configure how the OPC Server consumes data from the target producers. You can also access the EGD Management Tool from the PowerTool. For more information, see “EGD Management Tool” on page 33.

For more information about the EGD OPC Server, see the EGD Management Edition OPC Server online help.

Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic Developer: Getting Started manual (GFK-2485J) or, in the Engineering Workstation online help index, look up “EGD Management Tool”.


4 Operator ConsoleA Proficy Process Systems operator console is used to monitor and control a process at run time. An operator console includes the following Proficy Process Systems software components:



■ Alarms and alarm messages

I F I XA Proficy Process Systems operator console with HMI/SCADA iFIX also includes the following Proficy Process Systems software components:

■ HMI/SCADA iFIX with faceplates

■ OPC Alarm and Event Server (OPC AE Server)

Want to know more? In the Proficy Process Systems online help index, look up “EGD Management Edition OPC Server connection” and “EGD Management Tool.” For alarms and alarm messages, see the HMI/SCADA (iFIX or CIMPLICITY) online Help.

Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the Proficy Process Systems online help index, look up “OPC AE Server”.


O p e r a t o r C o n s o l e

CIMPLICITY4

C I M P L I C I T YA Proficy Process Systems operator console with HMI/SCADA CIMPLICITY also includes the following Proficy Process Systems software components:

■ HMI/SCADA CIMPLICITY with faceplates

■ CIMPLICITY object builder

R U N N I N G A N D O N L I N E S Y S T E M M O N I T O R I N G1. If you have not already done so, enable and test Proficy Process Systems Engineering Workstation.

2. On a Proficy Process Systems operator console, perform the following to enable and test your system:

■ Start the HMI run time to monitor the overall process control system.

■ Start the Alarm Viewer for alarm monitoring.

■ Verify the validity of the HMI faceplates and graphics.

■ Verify that alarms are being reported to the Alarm Viewer and that alarm acknowledgments are being received by the Controllers.

■ Verify that the System Server (Historian) is capturing the correct historical data.

■ Test the validity of the Controller, network, and I/O bus redundancy.

Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help.

Want to know more? In the Proficy Process Systems online help index, look up “Engineering Workstation”. See the HMI/SCADA (iFIX or CIMPLICITY) online Help.


O p e r a t o r C o n s o l eSupported Configurations

S U P P O R T E D C O N F I G U R A T I O N SProficy Process Systems can be configured in one of the following ways:

Complete Configuration Basic Configuration

Engineering Workstation Engineering Workstation

One or more operator consoles N/A


5 Application ServerThe Proficy Process Systems Application Server provides a client/server architecture. Proficy Process Systems HMI/SCADA CIMPLICITY enables your process system to integrate with a CIMPLICITY application.

The Application Server in Proficy Process Systems HMI/SCADA iFIX enables you to extend your HMI/SCADA to include a database, third party devices, and virtual tags.

The Application Server can differ, based on the HMI/SCADA software you use.

I F I XA Proficy Process Systems Application Server with HMI/SCADA iFIX includes the following Proficy Process Systems software components:

■ HMI/SCADA iFIX with faceplates



■ OPC Alarm and Event Server (OPC AE Server)

Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the Proficy Process Systems online help index, look up “EGD Management Edition OPC Server connection”, “EGD Management Tool,” and OPC AE Server.”


A p p l i c a t i o n S e r v e r

CIMPLICITY5

C I M P L I C I T YA Proficy Process Systems Application Server with HMI/SCADA CIMPLICITY includes the following Proficy Process Systems software components:

■ HMI/SCADA CIMPLICITY with faceplates



S U P P O R T E D C O N F I G U R A T I O N SProficy Process Systems can be configured in one of the following ways:

Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the Proficy Process Systems online help index, look up “EGD Management Edition OPC Server connection” and “EGD Management Tool.”

Complete Configuration Basic Configuration

Engineering Workstation Engineering Workstation

One or more operator consoles N/A


6 System ServerThe System Server provides EGD configuration, historical data, and project configuration to all other elements in Proficy Process Systems. The System Server contains the same components regardless of the HMI/SCADA software being used.

For information about EGD, see “EGD” on page 31.

Proficy Historian is a high performance data archiving system designed to efficiently collect, store, and retrieve time-based information at extremely high speed efficiently. A typical architecture consists of the following:■ Historian Server■ Collectors■ Clients

A typical Historian System contains several components: ■ One or more Historian Data Collectors with various collection interfaces■ One or more Historian Servers■ One or more Historian Web Administrators or Non-Web Administrators■ Historian OLE DB Provider■ One or more Excel Add-In packages, installed on any client node■ Programs using Historian SDK (Software Development Kit)

All clients communicate with the System Server through the Historian API.

For detailed information about Proficy Historian, see the Historian online help and Proficy Historian Getting Started.pdf on the installation DVD or at www.gefanuc.com/support.



Historian Server6

H I S T O R I A N S E R V E RThe Historian Server is the central point for managing all of the client and collector interfaces, storing and (optionally) compressing data and retrieving data. All tag data (numbers, strings, BLOBs) are stored in a proprietary format in the archive database. The archive database consists of several files, each of which represents a specific time period of historical data.

If licensed for the Alarm and Event option, then the Historian Server also manages the storage and retrieval of OPC alarms and events in either an SQL Server or MSDE database.

C O L L E C T O R SHistorian includes several types of data collectors for collecting data from a wide variety of applications, such as iFIX 2.6 and greater, FIX 6.5 and greater, CIMPLICITY 5.5 and greater, OPC 1.0 or 2.0, OPC Alarms & Events, files (csv or xml), and OSI PI.

The Calculation collector is designed to perform math and analysis on Historian data and store the results on the server. The Server-to-Server collector boasts the same calculation capabilities as the Calculation collector, but it stores the results on a remote server.

C L I E N T SAll client applications retrieve archived data through the Historian API. The Historian API is a client/server programming interface that maintains connectivity

Want to know more? See the Historian Server section in the Proficy Historian: Getting Started manual.

Want to know more? See the Historian Data Collectors and Historian File Collector sections in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up the “Historian Data Collectors” chapter in the Table of Contents.


S y s t e m S e r v e rWeb and Non-Web Administrators

to the Historian Server and provides functions for data storage and retrieval in a distributed network environment.

W E B A N D N O N - W E B A D M I N I S T R A T O R SHistorian Web Administrators can run on any client(s) on the Internet or Intranet. They connect to the Historian system through the Administration web site, which is installed with the Historian Server. To support administration through a Historian Web Administrator, you must first install and run the Microsoft® Internet Information Server (IIS). You do not necessarily need to install IIS on the Historian Server. After IIS is installed, any remote client with Internet Explorer 5.5 or greater can use the Administration web site. If you installed client tolls on the IIS computer, you can use the Administration web site from the server.

You can install the Historian Non-Web Administrator on any computer(s) connected to the Historian Server through the API. With Historian Non-Web Administrators, you do not need to install IIS.

H I S T O R I A N O L E D B P R O V I D E RThe Historian OLE DB Provider is a data access mechanism that enables you to query Historian product data using Structured Query Language (SQL) statements or other client reporting tools.

The Historian OLE DB Provider gives regulated industries the ability to create reports using applications such as Seagate® Crystal ReportsTM. It also enables current Historian product users to integrate with other databases such as SQL Server, and other third party OLE DB-compliant applications.

Want to know more? In the Proficy Historian online help, look up the “Guidelines for Working with Clients” chapter in the Table of Contents.

Want to know more? See the Historian Web Administrators vs. Non-Web Administrators section in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up the “Using the Historian Administrator” chapter in the Table of Contents.

Want to know more? In the Proficy Historian online help, look up the “Using the Historian OLE DB Provider” chapter in the Table of Contents.



Excel Add-In6

E X C E L A D D - I NThe Historian Excel Add-In is a very useful tool for presenting and analyzing data stored in archive files. Using this tool, you can design custom reports of selected data, automatically process the information, and analyze the results. You can also use it to perform tag maintenance functions in Historian, such as adding tags, importing or exporting tags, or editing tag parameters.

H I S T O R I A N S D KThe Software Development Kit (SDK) is designed for writing Visual Basic (VB) or Visual Basic for Applications (VBA) Scripts. Using the SDK, you can develop your own scripts to perform selected repetitive or complex tasks or to make your own custom user interface. To use the SDK, create a VB/VBA project with the SDK as a project reference.

Want to know more? See the Excel Add-in section in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up the “Using the Historian Excel Add-In” chapter in the Table of Contents.

Want to know more? See the Historian SDK section in the Proficy Historian: Getting Started manual or see the Historian SDK online help.


7 Batch Execution ServerThe Batch Server is a powerful, easy to use recipe management and batch execution software system. Batch combines the power of DCOM/COM, ActiveX, OPC, and relational databases with the ease of graphical configuration.

The Batch Server executes recipes to generate a specific product and can interface with Proficy Process Systems function blocks via OPC/SRTP communications over an Ethernet network.

Batch Server communicates with Proficy Process Systems through the GE SRTP (GES) OPC Server and must be installed on the same machine as the GES OPC Server.

With Batch Server you can:■ Create the area model using the Proficy Batch Equipment Editor.■ Configure communication settings between Batch and the PACSystems RX7i or

PACSystems RX3i Controllers.■ Create the recipe model with the Batch Recipe Editor.■ Create phase logic in Proficy Process Systems with the Batch Phase Logic

Interface (PLI) function block and the Watchdog (WDOG) function block.

For detailed information about Proficy Batch Execution Server, see the Batch Execution online help and Application Guide.pdf on the installation DVD or at www.gefanuc.com/support.


B a t c h E x e c u t i o n S e r v e r

Equipment Editor7

E Q U I P M E N T E D I T O RThe Equipment Editor is a graphical tool for configuring and maintaining one or more area models. Within an area model, you define equipment entities, such as:■ Area■ Process Cells■ Units■ Equipment Phases■ Control Modules

The Equipment Editor is integrated into the Proficy Batch WorkSpace application, providing a central location for all your development needs.

R E C I P E E D I T O RThe Recipe Editor is your management tool for creating and maintaining flexible and reusable recipes.

The Recipe Editor displays recipes graphically and lets you build recipes by pointing and clicking the tools it supplies, making recipe development quick and easy.

In addition, the Recipe Editor complies with the ISA-S88.01 (SP88) Batch Control standard and supports industry-standard International Electrotechnical Commission (IEC) 1131-3 symbols and sequential function charts (SFC). By using these standards, the recipes you create are easy to understand by other process engineers.

Want to know more? See the Batch Execution and the ISA S88.01 Models section in the Application Guide or, in the Batch Execution online help, look up “Equipment Configuration Manual” in the Table of Contents.

Want to know more? See the Developing Recipes section in the Application Guide or, in the Batch Execution online help, look up “Recipe Development Manual” in the Table of Contents.


B a t c h E x e c u t i o n S e r v e rPhase Logic Interface (PLI)

P H A S E L O G I C I N T E R F A C E ( P L I )The Phase Logic Interface (PLI) is the interface between the Batch Server and the phase logic in the Controller. The purpose of the PLI is to control:■ The state transitions for phases■ The communication between Batch Server and the process I/O phase logic

The PLI receives commands from Batch Server, the operator, or an external interface, and then initiates the appropriate module of phase logic in the Controller.

For example, when the PLI receives a START command from Batch Server, the PLI initiates the Running module in the phase logic. If the PLI receives a STOP command from Batch Server, it initiates the Stopping module of code.

O P C S P E C I F I C A T I O NBased on the Microsoft® OLE (Object Linking and Embedding) technology, OPC (OLE for Process Control) provides greater interoperability between control applications, field systems and devices, and from office/backoffice applications. OPC servers, such as DCSs, Controllers, smart field devices, and analyzers, provide real-time information and can communicate directly with Batch Server.

For detailed information about Batch Server, see the Application Guide and the Batch Execution online help.

Want to know more? See the Programming the Process Controller section in the Application Guide or, in the Batch Execution online help, look up “PLI Development Manual” in the Table of Contents.

Want to know more? See the OPC Specification section in the Application Guide or, in the Batch Execution online help, look up “OPC Specification”.


B a t c h E x e c u t i o n S e r v e r

GE SRTP OPC Server7

G E S R T P O P C S E R V E RProficy Batch Execution communicates with Proficy Process Systems through the GE SRTP (GES) OPC Server. The GE SRTP OPC Server, version 1.3, provides the connectivity to GE Fanuc’s PACSystems RX7i and PACSystems RX3i Controllers.

The GE SRTP must be installed on the same computer as the Batch Execution Server and Proficy Process Systems software. Most of the configuration of the GE SRTP OPC Server is completed as you install the OPC server on the Batch Server computer.

W A T C H D O G C O N F I G U R A T I O N The watchdog is a variable within the WDOG instance data that resides on the process Controller. You need to configure only one watchdog per process Controller. Proficy Process Systems and Batch Execution applications read this variable to ensure that the process Controller is available to handle data requests.

To enable both Proficy Process Systems and Batch Execution to read the watchdog variable in the Controller, you must configure the watchdog in both applications. The value of the time-out interval and maximum number of consecutive failures for the watchdog must be the same in both applications.

Want to know more? In the Batch Execution online help, look up “Proficy Process Systems and Proficy Batch Execution”.

Want to know more? In the Batch Execution online help, look up “Understanding Watchdog Communication”.


8 Change ManagementProficy Change Management is a powerful and flexible automation system management tool that enables you to protect and coordinate all your projects throughout your system’s life cycle. Version control, centralized storage, security, automatic backups and more - they’re all covered.

Proficy Change Management provides the following key features:■ Centralized Storage & Version Control: tracks projects and safely stores

previous versions. This ensures that everyone uses the correct files and databases, and virtually eliminates work loss.

■ Access Control: allows only users with approved security to access or modify projects.

■ Audit Trailing: tracks details of who did what, when they did it, and why.■ Scheduler: enables the automatic completion of repetitive tasks such as

backups and compares, saving you valuable time.■ GE Fanuc Proficy Software support: Proficy Change Management is integrated

with other Proficy software to provide a comprehensive solution, including Logic Developer, CIMPLICITY, and iFIX.

■ Third-party project support: Proficy Change Management is preconfigured to manage a variety of popular automation products from Rockwell, Siemens, Schneider and others, including Modicon ProWORX, Logicmaster 90-30 and 90-70, and GE Fanuc CNC.

■ Factory Layouts: enables you to organize your projects to better fit your company’s structure, making it easier for users to navigate to a project.

■ Reporting Tools: enables you to generate detailed reports of audit trails.■ Electronic Signatures: designed with the regulated companies in mind,

electronic signatures provide an extra level of control by requiring signatures for changes made to projects.

For detailed information about Proficy Change Management, see the Change Management online help and Proficy Change Management: Getting Started (GFK2486G.pdf) on the installation DVD or at www.gefanuc.com/support.


C h a n g e M a n a g e m e n t

Using Proficy Change Management for the First Time8

U S I N G P R O F I C Y C H A N G E M A N A G E M E N T F O R T H E F I R S T T I M EWhen you use Proficy Change Management for the first time, the Proficy Change Management administrator must set up users and assign passwords to allow them to access the Proficy Change Management database stored on the server.

For detailed information on installing the Proficy Change Management Server, see the section “To install the Proficy Change Management Server” on page 15. For detailed information on installing the Proficy Change Management Client, see “To install the Proficy Change Management Client” on page 17.

Us i ng P r o f i c y P r o c e s s S ys te m s w i t h Ch ang e M anag e me n t1. Click , point to Programs, then GE Fanuc, then Proficy Process systems, and then click

Proficy Process Systems.The Change Management Log On dialog box appears.

2. Log on as “Administrator”.Leave the password field blank. For Domain, select the network domain of the Proficy Change Management Server, if necessary. For Server, enter the name of the computer with the Proficy Change Management Server.If you are not sure where the Server is located, click Browse Network to browse the computers available on the network. You can also click Scan for Servers to scan the network for valid Proficy Change Management Servers, though this operation may take several minutes.When you are done, click OK.

3. If asked to select a Theme, choose Change Management, and then click OK.Themes are pre-configured sets of tools, toolbars, and other options that are suitable for a specific product or type of user.

4. Check out the Access Control folder.To do so, in the Manager tab of the Navigator, right-click the Access Control folder, and then choose Check Out Access Control. You must check out this folder to edit and configure users, groups, and permissions.

5. Set up a password for the Administrator user.Set up a unique password for the Administrator user in the Access Control folder. The Administrator user always has full access to Proficy Change Management and its databases.If you do not configure a password for this user, anyone can log in as an Administrator.


C h a n g e M a n a g e m e n tUsing Proficy Change Management for the First Time

For details on configuring Access Control, see Chapter 4 in Proficy Change Management: Getting Started (GFK-1779G), or look up “Access Control: an Overview” in the Proficy Change Management online help.

6. Recommended: Add additional users.Add users to the Access Control folder and assign them unique names and passwords. The users you configure are associated with the Server you are logged on to.

7. Recommended: Set up groups for your users.After creating groups, you can configure their access permissions, then assign users to the groups.

8. Perform Product and Site-specific Modifications.Depending on the custom project modules you installed, you may need to perform some additional site-specific modifications. For details, see the Release Notes tab for the Change Management product in the Important Product Information document (IPI), IPICimME.chm. A link to this document can be found in the root folder of the Proficy Change Management installation CD.IMPORTANT: After you have performed any site-specific modifications, ensure that you check in all changed setting files under the “Custom Project Settings” folder in the Navigator. You need do this only once; other Change Management Clients will automatically acquire updated product type settings when they connect to the Change Management Server.

9. Check in the Access Control folder.

10. Exit Proficy Change Management.Any user you have added to the Change Management Server can log in from any Client. When any site-specific modifications are complete, ensure that you check in all changed setting files under the “Custom Project Settings” folder in the Manager tab of the Navigator. You need to do this from only one Proficy Change Management Client.


C h a n g e M a n a g e m e n t

Centralized Storage & Version Control8

C E N T R A L I Z E D S T O R A G E & V E R S I O N C O N T R O LVersion control is Proficy Change Management’s most important feature. With version control, all project and Proficy Change Management data is stored in a central location. It also enables you to:■ Ensure that only one user can make changes to an item or project at a time.■ Keep track of who is currently working on an item or project.■ Safely store previous versions of projects.■ Return a project to a previously archived version.

A C C E S S C O N T R O LAccess Control is Proficy Change Management’s security tool. With Access Control you can:■ Organize users into groups.■ Allow or disallow group access to projects stored on the Proficy Change

Management Server.■ Allow or disallow group access to Toolchest drawers.■ Allow or disallow groups from performing operations in Proficy Change

Management.

A U D I T T R A I L I N GAudit Trailing is a tool designed to help you track actions performed in your automation and control system. Audit trailing enables you to:■ Add a record to the audit trail database when certain actions occur.■ Generate audit trail reports to get a history of changes and actions in Proficy

Change Management.■ View the audit trail database in a compatible database application.


C h a n g e M a n a g e m e n tCustom Project Support

C U S T O M P R O J E C T S U P P O R TProficy Change Management provides built-in support for projects created with several different applications, such as WaltzTM, Process WindowTM, and native Engineering Workstation applications. If you have another application that you want Proficy Change Management to manage for you, you can add the application as a custom product type.

Several predesigned custom product modules are available with Proficy Change Management. You can select individual modules in the “Support Product Modules” item under the “Manager Client” item when installing Proficy Change Management. Otherwise, you can use the Add Custom Product Type Wizard to create a basic support module for a new third-party application.

F A C T O R Y L A Y O U T SFactory Layouts enables you to organize your projects to fit your company’s structure as opposed to how the Navigator organizes projects. This results in easier navigation to your projects. For example, you may want to lay out projects based on the structure of a factory, a plant’s process, or any other way that makes sense to users who access projects through Proficy Change Management. Engineers, technicians, and other users can also use layouts to quickly get to the project they need to work with.


IndexAAccess Control 49ActiveX 45AE OPC Server 3, 23Alarm and Event OPC Server 3, 23Alarm Viewer 3, 23Application Server 3

Basic Configuration 40Complete Configuration 40installation 12

Archive Database 42audit trailing 49authorization

hardware key 19product 19

BBatch Equipment Editor 45, 46Batch Execution Server 1, 23, 45

installation 14system requirements 8

Batch Phase Logic Interface 45, 47Batch PLI 45, 47Batch Recipe Editor 45, 46broadcast (EGD) 31

CChange Management 1, 23, 49Change Management Client


Change Management Schedulersystem requirements 10

Change Management Serverinstallation 15system requirements 9

CIMPLICITY 1, 2, 3, 23, 30installation 11, 12

Collectors 42collectors 41consumers 31contacting GE Fanuc 20Controllers 24, 36

downloading 27run mode 27stop mode 27uploading 27working offline 27working online 27

CPU redundancy 27creating logic 24customer support 20

Ddata archiving 41data collectors 41, 42data exchange 31DCOM/COM 45distributed control 32downloading projects 24downloading to a Controller 27

Eediting logic 24EGD 31, 41EGD Configuration Server 1, 23, 31,

33EGD Management Tool 1, 2, 3, 23,

31, 33EGD OPC Server 2, 3, 23, 31, 34

system requirements 7electronic signatures 49Engineering Workstation 23

help 28installation 11options 27projects 25tools 26variables 26

Equipment Editor 45, 46Ethernet Global Data 31Excel add-ins 41, 44

Ffactory layouts 49function blocks 2

GGE SRTP OPC Server 48graphical configutaiton 45

HHardware Configuration

primary 27secondary 27

hardware configuration 24, 28hardware key

authorization 19help 28Historian 1, 23, 41


Historian API 42Historian Clients 41, 42Historian Non-Web

Administrators 41, 43Historian OLE DB provider 41, 43Historian SDK 41, 44Historian Server 41, 42Historian Web Administrators 41, 43historical data 41HMI/SCADA products 1, 23

IiFIX 1, 2, 3, 23, 29

installation 11, 12installation 11

Application Server 12Batch Execution Server 14Change Management Client 17Change Management Server 15CIMPLICITY 11, 12Engineering Workstation 11Historian 13iFIX 11, 12Operator Console 12System Server 13Visual SourceSafe 15


I n d e x

LLogic Developer 1, 2, 23

24targets 27

Mmulticast (EGD) 31

NNon-Web Administrators 41, 43

OOLE DB provider 41, 43OLE for Process Control 2OPC 2, 45OPC Client 2, 3OPC Specification 47Operator Console 3

Alarm Viewer 36Alarms and alarm messages 35Basic Configuration 37CIMPLICITY 36CIMPLICITY object builder 36Complete Configuration 37Controller 36EGD Management Edition OPC

Server 35EGD management Tool 35HMI Faceplates 36HMI run time 36I/O bus redundancy 36iFIX 35installation 12Network 36OPC Alarm and Event Server 35Running and Online System

Monitoring 36System Server 36

options 27

PPACSystems RX3i 27, 28PACSystems RX7i 27, 28Phase Logic Interface 45, 47PLI 45, 47producers 31product authorization 19Proficy AE OPC Server 3, 23Proficy Alarm Viewer 3, 23Proficy Batch Execution Server 23,

45Proficy Change Management 23, 49Proficy Historian 23, 41Proficy software integration 49Proficy software support 49project templates 27projects 25

RRecipe Editor 45, 46recipe management 45redundancy 27relational databases 45reporting tools 49requirements, hardware and

software 5run mode

set a Controller 27

Sscheduler 49SDK 41, 44Software Development Kit 41, 44SQL Server 2, 23stop mode

set a Controller 27support 20system requirements

5

Batch Execution Server 8Change Management Client 9Change Management

Scheduler 10Change Management Server 9EGD OPC Server 7Historian 6System Server 6

System Server 1, 23, 41installation 13system requirements 6

Ttargets 27

validating 27technical support 20templates 27third-party project support 49tools 26

Uunicast (EGD) 31uploading from a Controller 27uploading projects 24

Vvalidating targets 27variables 26version control 49Visual SourceSafe

installation 15

WWatchdog configuration 45, 48Web Administrators 41, 43Welcome 1working offline from a Controller 27working online to a Controller 27


Documents

GE PPS Getting Started