PBF - ICAPS MANUAL

PBF – ICAPS MANUAL Document number: AO-060-PG-0140-000009 Revision: 01 Status: IFU

Document Type: MAN System / Subsystem: NN Discipline: CMG Rev. Date: 16-SEP-2013 Contractor ref: NA Phase : OV Page 1 out of 38

Rev. Status Date Revision memo Issued by Checked by Approved by

01 IFU 16/SEP/2013 Issue for use F.CHETTI J.LEGRAIN J-L.LE-RODALLEC 00 IFR 22/JUL/2013 Issue for review F.CHETTI J.LEGRAIN J-L.LE-RODALLEC

This document is the property of COMPANY. It must not be stored, reproduced or disclosed to others without written authorisation from the Company.

PBF - ICAPS MANUAL




TABLE OF CONTENTS 1� PURPOSE ................................................................................................. 4�2� DEFINITIONS AND ABBREVIATIONS .................................................... 4�3� REFERENCES DOCUMENT .................................................................... 5�4� INTRODUCTION ....................................................................................... 6�

4.1� Definition of ICAPS ........................................................................................................................... 6�4.2� ICAPS Description ............................................................................................................................ 6�4.3� Main Facilities of ICAPS ................................................................................................................... 6�

5� REMOTE ACCESS FOR CTR .................................................................. 7�5.1� TOTAL Connect Access Request and installation ........................................................................ 7�5.2� Access to CITRIX Platform .............................................................................................................. 8�5.3� Access to ICAPS ............................................................................................................................... 9�

6� ICAPS SOFTWARE ................................................................................ 11�6.1� Database Access and Security ..................................................................................................... 11�6.2� ICAPS Access level ........................................................................................................................ 12�6.3� Global Filter ..................................................................................................................................... 13�6.4� ICAPS Toolbar ................................................................................................................................. 15�6.5� General rules used with ICAPS ..................................................................................................... 15�6.6� ICAPS Setup .................................................................................................................................... 17�

6.6.1� Country, Project, Sub-Project, Level 1 sequence ..................................................................... 18�6.6.2� Task Location ........................................................................................................................... 18�6.6.3� Punch List Actors ...................................................................................................................... 18�6.6.4� Types ........................................................................................................................................ 19�6.6.5� Punch List Activity ..................................................................................................................... 20�6.6.6� Punch List Priority ..................................................................................................................... 20�6.6.7� Punch List Action By ................................................................................................................. 20�

7� DATA GENERATION AND MANAGEMENT .......................................... 21�7.1� Access to Equipment Systems / Sub – systems or Modules Branch ....................................... 21�7.2� Access to Items .............................................................................................................................. 21�7.3� Access to Test Packs ..................................................................................................................... 22�7.4� Access to Basic Functions ............................................................................................................ 22�7.5� Access to Task List Branches ....................................................................................................... 23�

7.5.1� Pre-commissioning Tasks CCK / STS / PIP ............................................................................. 23�7.5.2� Commissioning Tasks – PRC / FTS / OTS /PVP ..................................................................... 24�

7.6� Associated Data .............................................................................................................................. 25�7.7� Dossiers Status Branch ................................................................................................................. 26�

7.7.1� RFC Status, RFSU/AOC Status ............................................................................................... 26�7.7.2� Printing PCOM & COM Dossier ................................................................................................ 27�

7.8� Punch List Branch .......................................................................................................................... 29�7.8.1� Description ................................................................................................................................ 29�

7.9� ICAPS Export Facility ..................................................................................................................... 31�7.10� Data Sort Functionality .................................................................................................................. 33�7.11� Data Search Module ....................................................................................................................... 33�

8� PRINT OPERCOM SHEETS ................................................................... 36�9� ICAPS REPORTING ............................................................................... 38�




10� ANNEXES ............................................................................................... 38�10.1� ANNEXE 1 Personal Contact Detail Form .................................................................................... 38�10.2� ANNEXE 2 Installation Guideline for VPN SSL TOTALConnect Access ................................... 38�10.3� ANNEXE 3 TOTAL Connect Certificat Installation User Guide .................................................. 38�




1 PURPOSE This document is a guideline describing step by step all the functionalities of ICAPS, the CPY Commissioning software used for the entire PBF’s Projects and based on the OPERCOM methodology. CPY has also put in place a read-only remote access to ICAPS at CTR disposal in a secured connection called TOTAL CONNECT. This manual presents for CTR how to get and set-up step by step this remote access, then illustrates how to use ICAPS as a basic level, i.e. to print an OPERCOM form, to display and export datas or to view a punch list.

2 DEFINITIONS AND ABBREVIATIONS AOC Achievement of Commissioning BF Basic Function CC Completion Certificate CCK Conformity Check Sheet CPY Company CPY PJT Company Project Team CPY FOP Company Field Operations CTR Contractor FTS Functional Test Sheet ICAPS Integrated Commissioning and Progress System MOS Method of Statement MMI Man Machine Interface OPERCOM OPERation COMmissioning OTS Operational Test Sheet PIP Piping Test Sheet PL Punch List PRC Preliminary Check Sheet PVP Piping & Vessels Preparation RFC Ready for Commissioning RFSU Ready for Start-up SAT Site Acceptance Test STS Static Test Sheet SOW Scope of Work




3 REFERENCES DOCUMENT Document Number

Document Title

AO-060-PG-0140-000006 PBF – ICAPS Management Procedure

AO-060-PG-0140-000002 PBF – Punch List Management Procedure

AO-060-PG-0140-000008 PBF – ICAPS Reporting

GS EP EXP 101 Pre-commissioning and Commissioning specification

GS EP EXP 103 Pre-commissioning and Commissioning technical preparation

GS EP EXP 105 Pre-commissioning execution

GS EP EXP 107 Commissioning execution




4 INTRODUCTION

4.1 Definition of ICAPS ICAPS is an acronym of the words:

(I)ntegrated (C)ommissioning (A)nd (P)rogress (S)ystem

The ICAPS version used for this project is 3.21 built 1 and is not supposed to be modified during the PBF’s projects but CPY keep the possibility to modify the ICAPS version according to its internal need. Any impacts of a new ICAPS version installation will be supported by CPY. ICAPS is a complete Pre-commissioning / Commissioning activities management tool. It manages the execution and monitoring of Pre-commissioning and Commissioning activities. The ICAPS software is supported by OPERCOM methodology, the Company specifications designating the methodology and rules to be applied for the Pre-commissioning and Commissioning activities as shown under the Reference documents table - Chapter 3.

4.2 ICAPS Description The main functions of ICAPS are:

Reference all tasks for Pre-commissioning and Commissioning. Preparation of Pre-commissioning and Commissioning dossiers. Reporting on all aspects of Pre-commissioning and Commissioning activities. Punch List management. Calculations of Pre-commissioning and Commissioning progress. Providing a Commissioning database for Operations activities. Providing a Commissioning feedback report for detailed analysis.

4.3 Main Facilities of ICAPS The main facilities provided by ICAPS are:

A database for Project and Subprojects definitions, Equipment and technical datas. A ‘Status Index’ for all Pre-commissioning tasks. ��A ‘Technical database’ for all Commissioning tasks. A facility for editing, sorting and exporting data in excel. A Reporting facility. The ability to print OPERCOM sheets.




5 REMOTE ACCESS FOR CTR The remote access for CPY is done via a link provided by CPY ICAPS Administrator / Coordinator upon request. The remote access for CTR to ICAPS software is done via TOTAL CONNECT. TOTAL CONNECT is a secured access for communications between CPY and external entities.

5.1 TOTAL Connect Access Request and installation For each new TOTAL CONNECT access for PBF’s projects, it will be necessary for CTR to provide some information and to follow-up a validation process at different stages: � Get a first CPY Approval The TOTAL CONNECT access for ICAPS is requested by CTR to CPY Package Manager and approved by CPY Commissioning Leader. The CTR contact called “Partner Contact” shall provide a copy of his passport with the form “Personal Contact detail TEPA” (Annexe 1) fulfilled and submit to CPY by email. � Creation of IET “Identifiant Externe Total” ie IGG Number by CPY � A TOTAL CONNECT form is also filled up by CPY and the access to TOTAL CONNECT enters under a second level of CPY approbation process. This procedure takes 2 to 3 weeks. � After CPY approval, an email of validation containing major details and links is sent directly to the CTR ICAPS user on his email address. The CTR user will be invited to fill online a form to request an electronic authentification certificate.��CTR ICAPS user shall read carefully the email and proceed to the installation of this electronic authentification certificate within 7 days. Before to proceed to the installation procedure, CTR User shall ensure that is client workstation integrates the following criteria’s as pre-requisite:

� Local workstation with administration rights � Dedicated Windows workstation ( OS : Windows 7 or Vista ) � Internet Explorer Version 6, 7 or 8 � Antivirus installed and virus database libraries up-to-date

4 installations steps shall be completed by CTR (Refer to Annexe 2 & 3):

� Download and Installation of the total AXACAP software tool � Complete online the authentification Certificat request form � CPY validation email and online confirmation � Connexion to TOTAL CONNECT SSL VPN portal https://sslconnect1.total.fr/pki




During the second step, CTR user will be invited to enter a password to protect his certificate. Assuming that all the required components were installed, the entrance to the TotalConnect portal is done via the same internet address https://sslconnect1.total.fr/pki. At each connexion, the following pop-up is displayed to asking you to reenter the password for the personal certificate that you have previously installed:

5.2 Access to CITRIX Platform After being logged to TOTALConnect (means you have an authorized access), links to the CITRIX application are proposed, click on the “Ferme Citrix XenApp VISION Angola) to be redirected on the latest platform.




On the next screen, CTR user will have to enter his CITRIX logins details (IGG Number, Password and Domain) to access into the application server, (theses details are submitted in a separate email by CPY FOP ICAPS Administrator/Coordinator).

After logon, you will be able to access to the ICAPS application via CITRIX.

5.3 Access to ICAPS Click on the following ICAPS icon:




ICAPS is now starting and preparing the desktop

Click OK for the next two screenshots and you will be redirected to the ICAPS login page (Chapter 6.1):




6 ICAPS SOFTWARE

6.1 Database Access and Security

To open a database for a CPY ICAPS user: Select – Start – Programs – ICAPS R3.21– ICAPS, OR Select the ICAPS.exe Icon from the Desktop (when available), OR From Windows Explorer select C:\Program Files\ICAPS-R3.21 and double click on ICAPS

Application File. The ICAPS Logon screen:

Enter your Username and Password in the text boxes provided. The PBF ICAPS Administrator will allocate user names and passwords. Select the required Database from the ‘drop down’ combo box.




Note:�� The database combo box shows all the databases that have been made accessible from the Server. � If you want to access to another database when you are already in ICAPS: Select File – Database Disconnection. The login screen appears, enter the required Database name, User and Password to open the new session.

6.2 ICAPS Access level

There are four levels of access to ICAPS which determine the user’s privileges on the database. Each User will also be required to enter a ‘Password’ in order to access a database.

Level 1 This level is intended for 'Read Only' access. It allows: - ‘Read only’ access to the database - Access to the Global Filter - Running and printing of reports - Generate status and progress - Export values - Print OPERCOM Sheets (Barcoded tasks) - Use display option - User management (for current user password modification)

Level 2 This level is intended for operators and allows: - All Level 1 privileges - Import Pre-commissioning and Commissioning tasks - Import of Punch list - Print empty OPERCOM Sheets (ie blank forms)

Level 3 This level is reserved to the System Operator and grants: - All Level 2 privileges - Generate tasks - Import items, basic functions and test packs




Level 4 This level is reserved for the System Administrator and allows: - Load ICAPS structure (main and task project structure, OPERCOM sheets, types and associations). - User group management - User management - Unrestricted access to the system - The level of access granted to each user will be determined by the ICAPS Administrator.

6.3 Global Filter When opening a database, the first window that appears is the Global Filter MMI: This facility provides the user with the option to select a specific area of a database while leaving all other areas hidden from view. This feature limits the amount of data to be processed and is useful on large databases. Filtering can be applied to any number of the options shown below. To apply a filter, click on the required items and select one from the drop down menus. Note: The Global Filter has two tabs. One is for the project as a general view and the second one is specific to Punch List. The Global Filter also presents useful options in tick boxes that allow the user to select only the task not completed (on the first tab) and also the Punch List complete or not complete (second tab). Multiple filters can be applied at the time on both tabs. It is possible for instance to filter the Punch List not complete on the check sheets only (CCK) for a dedicated subsystem. Remark: Always cancel the filter (GF OFF) before:

Searching Exporting Adjusting a new filter







6.4 ICAPS Toolbar These shortcuts actions buttons are associated with corresponding keyboard keys: F2 Call Global Filter F3 Display / Hide more details in explorer right panel. F4 Call Sort MMI F5 Refresh Explorer F6 Show / Hide Setup branch F7 Show / Hide Search branch F8 Call Barcode MMI F9 Display by Systems or Modules For details of these functions, refer to the specific chapter.

6.5 General rules used with ICAPS

ICAPS is a software package with a man-machine interface (or MMI). All the familiar facilities used in Windows applications are present. The main menu bar gives access to all the main functions:

The view is done by Systems and Sub-systems or by Modules. Navigation within ICAPS is performed through an Explorer module. The system comprises a ‘left hand’ and ‘right hand’ panel similar to the one used by Microsoft Windows. The left-hand window panel shows a tree view that can be expanded and collapsed. The right-hand window panel shows details of the object that have been selected in the tree view. In addition, you can access to specific tasks at any time, by selecting an object in the tree view or a line in the list, then by clicking the right mouse button. The ‘left hand’ panel contains the following seven branches:

Equipment Systems Task Database Dossier Status Punch List Sequence




Setup Search

Note: The 5 first branches and the Search branch are exclusive. You cannot display both at the same time. Each branch contains a number of folders that are arranged in a hierarchical order as displayed below: The right-hand panel of ICAPS explorer displays the contents of the folder highlighted in the left-hand panel. The Items folder for subsystem number 0101 produces the following right-hand panel:

A contextual menu opens next to the cursor, letting you select the function you want directly from a list. These menus are dynamic, varying according to the object selected or the User access level authorization. The functions in these menus perform immediate tasks, such as updating the progress on a task or opening a new screen that lets you configure the selected objects detailed characteristics (for upper level access rights). Note: there is no active filter see bottom of the picture on the subsystem number.




6.6 ICAPS Setup

The ICAPS Setup shows all setup information for ICAPS such as definition of the disciplines, of the item/basic function type codes, project, etc. The “ICAPS SETUP” branch in the explorer can be accessed by using the F6 key or the ‘Display’ menu:




6.6.1 Country, Project, Sub-Project, Level 1 sequence Theses fields are utilized for the project definition. The project follow-up levels (from level 1 to level 4 number and relevant sequence) will be filled with the start and end dates. Refer to the PBF – ICAPS Management Procedure.

6.6.2 Task Location The Task Location field is utilized for the physical location of the task to be performed.

6.6.3 Punch List Actors

Punch List actors are the persons authorized to emit Punch Items. PL Actors shall have rights to issue, clear, check and approve a punch list. Refer to Punch List procedure.




6.6.4 Types

This section branch groups all various equipments and associated tasks by Types. Basic Function and Item are grouped by Types depending on their functionality and technical Datas (Data1 to Data15 fields). These fields can be formatted so that their content appears on the OPERCOM Sheets. Task Types are organized by Task Activity which represents the task definition: Number Description

CCK Conformity Check Sheet STS Static Test Sheet PIP Piping Test Sheet PRC Preliminary Checks Sheet FTS Functional Test Sheet OTS Operational Test Sheet PVP Piping & Vessels Preparation




6.6.5 Punch List Activity

The user can view all the Punch List Activity defined on the database as per the Punch List procedure

6.6.6 Punch List Priority The user can view the Punchlist categories defined on the database as per the Punch List procedure

Number Description

0 To be cleared before Shipment A To be cleared before RFC B To be cleared before AOC C To be cleared before CC

6.6.7 Punch List Action By

The user can view all the Action By third part defined on the database as per the Punch List procedure




7 DATA GENERATION AND MANAGEMENT

7.1 Access to Equipment Systems / Sub – systems or Modules Branch

The module code represents the construction area codes. The module branch allows you to manage the equipments: Basic Functions, Test packs and Items. You have the possibility to display the list of equipments either by Systems or by Modules.

By clicking on the button S respectively the button M, the equipments are displayed by Systems (Equipment Systems Branch) respectively by Modules (Equipment Modules Branch).

7.2 Access to Items

To access to the Items MMI, select Equipment List By System / System Number / Sub-systems number / items. The several fields are the following:

Item number Item name Subsystem number Item Type Name Module number: Construction area number Dwg or PID Manufacturer model Manufacturer name Manufacturer type PO Number Serial Number Comments Data1 to data15…




7.3 Access to Test Packs

To access the Test Pack MMI, select Equipment List By System / System Number / Sub-systems number / Test Packs. Right click on the required Test pack in the left hand or right hand panel for a variety of options. A Test Pack can contain 0 or more items, and be listed in one or several subsystems. Even if a Test Pack is listed in more than one subsystem, the tasks associated to the Test Pack are unique and cannot be duplicated. The several fields are the following:

Test Pack Number Test Pack Name Sub-system Number Module Code Comments

7.4 Access to Basic Functions

To access the Basic Function MMI, select Equipment List By System / System Number / Sub-systems number / Basic Function Right click on the required basic function in the left hand or right hand panel for a variety of options. A BF can contain 0 or more items and be listed in one or several subsystems. Click on the “Associated Items” button to select which items belong to this BF. Note: Selecting the appropriate SUBSYSTEM in Global Filter will limit the number of items in the 'Available Item's' list and thus make selection easier. The several fields are the following:

BF number BF name Sub-system number BF Type Name Module Code PID Number Manufacturer model Manufacturer name




Manufacturer type PO Number Serial Number Comments Data1 to data15…

7.5 Access to Task List Branches

7.5.1 Pre-commissioning Tasks CCK / STS / PIP

All tasks to be performed during the Pre-commissioning and Commissioning phases is displayed in the Task List By Location or Task List By System Branch. The Task List By Location database Branch is sorted by Task Location and by Task activities for the Pre-commissioning phase and for the Commissioning phase. The Pre-commissioning task activities types are:

Task Type

Task Activity Description

CCK Conformity Check STS Static Test PIP Piping Test To access to the Pre-commissioning tasks select Task List by Location / Task Location / System Number / Sub-systems number / Pre-commissioning tasks / CCK or STS or PIP. You can repeat the same operation by selecting Task List by System. The several fields are the following:

Task Numbers Item Form Number. Start Date End Date Sub-system Spent MH Estimated Man-Hours User Group Task Location Code




The Progress Data group indicates the task completion status.

7.5.2 Commissioning Tasks – PRC / FTS / OTS /PVP

The Commissioning task activities types are:

Task Type

Task Activity Description

PRC Preliminary Check FTS Functional Test OTS Operational Test PVP Piping and Vessel Preparation The preliminary Check sheet (PRC) is a Commissioning task by discipline to be validated acting the RFC dossier with relevant documentation has been reviewed and accepted by the Commissioning disciplines Leads. Functional Tests (FTS) are performed on Basic Functions. A Basic Function is the smallest group of equipment that can be subject to ‘dynamic’ i.e. energized Commissioning activities (Ex: E&I Loop checks) Operational Tests (OTS) are required to check the correct functioning of certain equipments of the plant under conditions as close as possible to normal operating conditions. Piping & Vessels Preparations (PVP) are all the activities required to prepare for oil or gas-in. OTS and PVP’s are multi-discipline activities. To access to the Commissioning tasks select Task List by Location / Task Location / System Number / Sub-systems number / Commissioning tasks / PRC or FTS or OTS or PVP. You can repeat the same operation by selecting Task List by System.




The several fields are the following:

Task Numbers Item Number Form Number ��Progress Start Date & End date Sub-system Estimated Man-Hours and Spent MH UserGroup Task Location

7.6 Associated Data You can display a MMI that summarizes related data about equipment (Subsystem, Tasks, Punch Lists and preservation tasks related to this Equipment). To display theses datas, select an equipment in the left part or right part of the ICAPS Explorer, display the contextual menu by using the right click and get access to many facilities on ICAPS (subject to your authorized level access). Then if appropriate, just select “Associated Data” option. In this MMI, you can see the subsystem of the equipment, its associated tasks and associated Punch List. You can call the Associated Datas MMI from an item number, a test packs, a basic function, a CCK task, a STS task, a PIP task, a FTS task or a Punch List. Inside the Associated Datas MMI you can still use the right click to display a contextual menu and get again access to many facilities (subject to your authorized level access user)




7.7 Dossiers Status Branch

7.7.1 RFC Status, RFSU/AOC Status

When you click on ‘Dossier Status’ branch, the list of subsystems is displayed on the right window with their respective status during Pre-commissioning and Commissioning phase:

RFC Date and RFSU/AOC Date are the dates when the RFC and RFSU/AOC certificates have been signed off, which means all the Pre-commissioning or Commissioning activities have been fully completed without blocking punch item in the subsystem. RFC (RFSU) Dates are available if the subsystem has been calculated RFC (RFSU) ie all activities completed with no blocking punch item in the phase. In this case, the RFC (RFSU) calculated indicator displays ‘yes’ in the column “RFC Calculated (RFSU Calculated)”. A partial date for RFC and RFSU (AOC) can be used to energize a sub-system or to operate a system without completion of current tasks taking in account there is no blocking point (safety as ex). The Status field in the above screen can be either ‘No’, ‘Partial’ if the Partial Date is entered or ‘Yes’ if the Final date is entered. Note: RFSU field in ICAPS refers to AOC acronym in OPERCOM.




7.7.2 Printing PCOM & COM Dossier

This functionality allows printing a Precom or Com dossier sorted by discipline. By right clicking on the subsystem, you choose the option ‘Print PCOM/COM Dossier’:

The following MMI is launched:




It is possible to print the discipline check and test sheets, test pack sheets, functional test sheets (FTS) from this MMI. ��




7.8 Punch List Branch

7.8.1 Description

Punch Lists are displayed by the Punch List branch of the tree view. They will be listed under PL Not Completed until they are signed off. At that time they will automatically be transferred to the PL Completed folder. The following screen appears:

The several details shown on a PL are: � PL Number � Category � Subsystem � Equipment � Discipline � Originated by � Originated Date � Action By � Defect description � Corrective action � Clearance fields (Carried out by, checked by, approved by)




There are three sections to the Punch Item MMI.

The top section gives details of the Punch Item. ICAPS allocates a number automatically. A priority is assigned, defect description, discipline and others details are filled.

The left section contains details of the corrective actions. It includes the group responsible to fix the Punch Item, the vendor assistance and the expected clearance date.

The right section contains details relevant for the PL clearance. You have the possibility to view a file linked with the Punch Item.




7.9 ICAPS Export Facility

It is possible to export data from the database in Excel format (for all user level access 1 to 4). This facility is useful when large volume of data has to be addressed. The appropriate data can be exported in Excel format, modified as necessary, and re-imported with ICAPS import facility. Select File / Export. The following screen appears:




To export a file:

Select the checkbox associated to the type(s) of export you want to realize ( Ex: Items, Tasks,…) Files can be exported to the default location or a different directory can be selected.

Remarks: The export function is Global Filter compliant. This box indicates whether the Global Filter is

active. Deleted elements remain, for consolidation purpose over multiple databases, in your database.

Selecting this option will include them in the excel export file.

The Export function copies data to an export file. It does not remove data from the database.




7.10 Data Sort Functionality

The Sort function allows the user to sort data in the right side of the explorer. Sorting by a single column is achieved by simply clicking on the column header. Repeated clicking on the column header toggles the sort between Ascending and Descending order. ICAPS provides the facility to sort by more than one column. Access to the sort MMI is reached from the right-hand panel of Explorer. Right click on any item and select ‘Sort’ from the available options. The following box will appears:

The list can now be sorted by up to three different criteria.

7.11 Data Search Module The Search function allows a user to easily find data when only partial information is known. If the Search node is not displayed, you can activate it using the menu option ‘Display / Search’, or press F7, or click on the icon “Show / Hide Search tool”:




In the right part of the explorer, open the SEARCH node and select one of the 6 types of search:

Subsystems Basic Function Test packs Items Tasks Preservation Tasks Punch List

Right click on the selected node and select the ‘Search…’ option. Enter the search criteria in a screen similar to this one:




In the left fields, enter your criterion details, in the right combobox, select the field to search. You can also use specific characters (* and?). You can also choose to search equipment without tasks. The result of the Search is displayed in the right part of the main screen. You can also print this result in a crystal report.

Remark: The search function is also Global Filter compliant. It selects data that respects the other criteria you have specified in the Global Filter.




8 PRINT OPERCOM SHEETS

OPERCOM Sheets can be edited as a set of OPERCOM Sheets by contextual menu in explorer. The aim of Printing OPERCOM Sheets by this functionality is to facilitate the OPERCOM Sheet printing. A local or dedicated network printer shall be pre-selected as default. The user selects one or several tasks in the right part of explorer. These tasks can be selected as in any explorer task list branch or in Search Task branch. The selection is compliant with Microsoft standard: you can use “Control” and “Shift” keys like in the Windows Explorer:

Select the first task; then hold down SHIFT and select the last task of your selection. All tasks between the first and the last are selected.

Select the first task, and then hold down CTRL and select the other tasks of your selection. After this selection, Right click and Print Opercom Sheets. The user is invited to preview the forms selected. If the user chooses ‘No’, all the forms will be printed out directly to the printer. If the user choose ‘Yes’, the form will be previewed in a word file as ICAPS builds a Microsoft Word document. In order to print the sheets, select the Print command in the menu of Word application. To save it as a PDF file, first select the Adobe PDF printer as the default printer, then save the file when asked. If ‘NOT’, the form will be directly sent out to the printer.




Note:During a print operation, the corresponding MMI shows the number of tasks to printed on but not the number of pages to print. “Abort” button stops the print and closes the MMI.

Remark: Do not open a Word file or an Excel file during the import/printing. This would corrupt or disturb the action.




9 ICAPS REPORTING

This subject is developed under the procedure PBF - ICAPS Reporting AO-060-PG-0140-000008.

10 ANNEXES

10.1 ANNEXE 1 Personal Contact Detail Form

10.2 ANNEXE 2 Installation Guideline for VPN SSL TOTALConnect Access

10.3 ANNEXE 3 TOTAL Connect Certificat Installation User Guide

PERSONAL CONTACTS DETAILS TEPA

Rotational – Resident / Country ………………………………………………

Name : Surname :

Nationality :

Date of birth : Place of birth : Company :

Passport 1 Passport 2

Father’s name : Father’s name :

Mothers’s name : Mothers’s name :

Passport N° : Passport N° :

End of vality (passport) : End of vality (passport) :

Place of delivery (passport) : Place of delivery (passport) :

Postal Address : Telephone N° :

� Person to contact in case of emergency (name + contacts details) :

Telephone N° :

Note 1: A copy of the passport shall be provided

Note 2: 2nd passport information are not mandatory.

Annexe 1 - Personal Contact Detail form

INTRODUCTION The process to obtain a software certificate is composed of three distinct steps:

� Receiving an invitation;

� Installing the AXACAP component;

� Generating the software certificate.

The following sub section details how to obtain an invitation.

RECEIVING AN INVITATION To receive a software certificate invitation, you Local Partner Officer (LPO) will have to complete the software certificate invitation process at your intention.

Upon completion, you will receive an email detailing the required steps to complete in order to obtain a software certificate. This email will contain two important pieces of information:

� A URL providing access to the invitation;

� A password used to activate the certificate request.

Once in possession of the email aforementioned, you can continue with the enrollment process.

INSTALLING THE AXACAP The second step consists in installing a software component, called AXACAP.

This component enables the protection of your software certificate using a password.

Pre-requisites:

The AXACAP component is supported on the following Windows platforms: Windows XP, Server 2003; Vista (32 & 64 bits); 7 (32 & 64 bits) along with the following web browsers: Internet Explorer 6, 7, 8 and 9 (with retro-compatibility mode enabled).

Local workstation administrator privileges are mandatory for a successful installation.

Installation Procedure:

Download the AXACAP component at the following URL: https://poseidon.hubtotal.net/totalaxacap

As a local workstation administrator, run the ‘total-axacap.exe’ executable.

Choose ‘English’ and hit ‘OK’:

Hit ‘Install’:

Hit ‘Finish’:

The AXACAP is now installed on your workstation.

GENERATING YOUR SOFTWARE CERTIFICATE The third and last step consists in generating your software certificate.

Software certificate generation procedure:

Using Internet Explorer, access the invitation URL specified in the invitation email you received during the first step of the enrollment process.

Note: For Internet Explorer 9 version, please enable the retro compatibility mode by clicking on the Compatibility view button in your browser address bar:

Annexe 2 - TOTALConnect VPN SSL Access Page 1 of 4

For Windows 7 users, launch “Internet Explorer”, not “Internet Explorer (64 bits)” :

- « Start » menu

- Search « Internet » - Launch « Internet Explorer »

The following web page is displayed:

Choose a certificate protection code (double input). Please make sure to remember this certificate protection code. You will be requested to provide this code prior to each usage of you software certificate.

Check the following checkbox: ‘Accept certificate usage’.

Enter the password in the ‘Password’ input box (this password was sent in the invitation email) and hit ‘Send’.

The following web page is displayed:

Your software certificate is correctly generated and imported.

USING YOUR SOFTWARE CERTIFICATE During the utilization of your software certificate, the following window is displayed:

Select ‘Grant permission’.

In the ‘Key Protection Password’ input box, provide the certificate protection code you chose during the Software Certificate generation process.

Hit ‘OK’.

You access the resource protected by the certificate strong authentication mechanism.

HESTIA

USER GUIDE

SOFTWARE CERTIFICATE


INTRODUCTION Accessing Total systems via the TOTAL Connect SSL VPN portal has two functional steps

� System Configuration

� Recurring connection to the TOTAL Connect portal

This document details the requirements, configuration procedure and how to use the SSL VPN portal to reach Total’s resources via TOTAL Connect.

PRE-REQUISITES This section lists the prerequisites that all partners should respect.

� Total PKI software certificate installed on your computer in the “personal” container

Certificate

� TOTAL Intermediate Certificate Authority must be configured.

� Windows XP 32 bits;

Windows platforms:

� Windows Vista 32 bits;

� Internet Explorer 6 ;

Web browsers:



� First connection to the TOTAL Connect portal: Administrator rights

Privileges:

� Recurring connection to the TOTAL Connect portal: User rights

� Internet access

Configuration:

� DNS resolution

� Https flow (tcp / 443) allowed to pass through firewalls and proxies to sslconnect1.total.fr

� Website sslconnect1.total.fr must be in trusted sites

� Enable the execution of ActiveX components

� The personal firewall (if there is one installed) must not block SSL flows.

FIRST CONNECTION TO THE TOTAL CONNECT PORTAL For the first connection to SSL VPN portal, administrator rights are required to permit installation of Juniper components such as « Juniper Installer Services» and « Windows Secure Application Manager» (WSAM). You do not have to connect using your “standard” user ID – a system administrator may perform these steps for you.

During this step, an ActiveX or Java component is automatically downloaded and installed.

Installation procedure

Connect to the address: https://sslconnect1.total.fr/installer

Login = installer

Password = totalconnect

Enable the execution of ActiveX components.

At the end of the installation process, this window should be displayed

Click on the button « Disconnect » to close your session and then close your browser.

RECURRING CONNECTION ON THE TOTAL CONNECT PORTALIf all the steps were correctly followed, you just need user rights for the next steps.

Assuming that all required components were installed, connect to the following address:

Authentication & compliance tests

https://sslconnect1.total.fr/pki

The following pop-up is displayed to asking you to select the personal certificate that you have previously installed.


Select your certificate.

NB: The following window is displayed even if you have just one certificate.

Enter the password that you created during the generation certificate process. This password cannot be reset – a new certificate must be generated if you lose or forget it.

Once authenticated, the HostChecker component that checks your system’s compliance to TOTAL standards will install and execute automatically.

If you computer is not compliant to the TOTAL security policy, a remediation page will be displayed. If your role requires it, the WSAM component should be launched automatically.. You can see this service launched in your task bar.

Once all components are loaded, several bookmarks corresponding to TOTAL’s resources may displayed, according to your rights.

Access to TOTAL’s resources

Bookmarks are grouped by the type of service or resource, such as Terminal session, File server, Web access …

Some application installed on your computer can be used with SSL VPN solution to access to TOTAL resources. In this case, no bookmark is displayed; rules are loaded in the WSAM component permitting your application to connect securely to the resources in question.

Example: WSAM component tunnelsapplication flows, such as those initiated by thePutty terminal client

PARTNER SUPPORT Once your access has been validated, TOTAL provides you special phone number that you call in case of problem. The Partner support team will assist you in troobleshooting and resolving your issue.

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PARTNER ACCESS TOTAL CONNECT PORTAL USER GUIDE

Rédigé par : DF/DSIT/IP/OSI Version 1.0 Annexe 2 - TOTALConnect VPN SSL Access Page 4 of 4

TOTAL CONNECT CERTFIFICATTOTAL CONNECT CERTFIFICATINSTALLATION USER GUIDE

VPN SSL TOTAL PARTNER

PERSONAL IDENTITY VALIDATION – EMAIL� Prerequisites:

• OS – Windows XP or Vista or 7• Web browser : Internet Explorer 6 or 7p

� The User receive an email from [email protected]:

2Annexe 3 – TOTAL CONNECT CERTFIICAT INSTALLATION USER GUIDE

STEP 1 – TOTAL-AXACAP TOOL INSTALLATIONDownload from : https://poseidon.hubtotal.net/axacap/total-axacap.exe

3Annexe 3 – TOTAL CONNECT CERTFICAT INSTALLATION USER GUIDE

STEP 1 – TOTAL-AXACAP TOOL INSTALLATION


STEP 2 – FILL ONLINE THE CERTIFICAT REQUEST FORMhttps://hestia.hubtotal.net/EE/csrpartner.cgi?serial=xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx


STEP 3 – RETREIVING THE CERTIFICAT

� When the certificat is validated by TOTAL, the user receive an email confirmation

Annexe 3 – TOTAL CONNECT CERTFICAT INSTALLATION USER GUIDE 6

STEP 3 – CHECK THE CERTIFICAT INSTALLATION


� Go to : https://sslconnect1.total.fr/pki

8Annexe 3 – TOTAL CONNECT CERTFIICAT INSTALLATION USER GUIDE

Documents

PBF - ICAPS MANUAL