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    154 Student Guide

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-1

    1. Introduction to HMI/SCADA ________________________________

    Chapter 1

    Introduction to HMI/SCADA

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    iFIX Fundamentals

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-2

    1. Introduction to HMI/SCADA ________________________________

    Section Objectives

    This section provides an overview of HMI/SCADA functionality. The student will learn howHMI/SCADA functions are provided by iFIX and what the basic procedure is in developing an

    HMI/SCADA system. This section includes:

    Introduction to HMI/SCADA

    HMI/SCADA Features

    HMI/SCADA Development

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    154 Student Guide

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-3

    1.1. HMI/SCADA Systems_____________________________________

    A. SCADA Functionality - Managing and Controlling the Process

    In order to manage a process effectively, a solution is needed to provide a realistic

    view of the process and the ability to manage and controlthat process

    - a Supervisory Control and Data Acquisition (SCADA) system providesthis ability

    Todays SCADA systems combine a number of technologies to provide securedata and control over various communications mediums

    The SCADA software runs on a personal computer and may be a stand alone

    system or a collection of PCs providing the needed functionality

    SCADA systems typically maintain a database of last known values of the fielddevices

    The SCADA system will gather and record data and provide the ability to displaythat data promptly to the operator

    Some of the benefits of implementing a SCADA system includes an increase inproductivity, increase in quality and reduce overall operating costs

    B. HMI Functionality - Visualizing the Process

    The operator will need an intuitive and logical interface for process visualization

    - aHuman Machine Interface (HMI) provides this ability

    Some of the types of data the operator may want to view include real-time values,alarms, charts/trends, and reports

    The HMI interface typically is in the form of graphics which will include

    specialized capabilities to present the various types of data to the operator

    Developing the HMI will include incorporating, ActiveX controls, Visual Basicfor Applications (VBA), Key Macros, Charts and more

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    iFIX Fundamentals

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-4

    1.2. HMI/SCADA Features_____________________________________

    A. HMI/SCADA System Features

    HMI/SCADA systems such as iFIX provide the ability to quickly develop

    systems incorporating open industry standards and technology

    - COM/DCOM

    - OPC

    - TCP/IP

    - SQL/ODBC

    - VBA

    - ActiveX

    The HMI/SCADA system provides the ability to communicate and acquire data

    from many types of data sources using various communication methods

    - TCP/IP

    - COM/DCOM

    - OPC

    - Serial

    - Proprietary connections

    - Software interfaces (such as RSLinx)

    The HMI/SCADA system will provide powerful functionality to manage the data

    - Data Monitoring

    - Data Distribution and Sharing

    - Alarming

    - Reporting

    - Real Time Trending

    - Historical Trending

    - Data Protection and Security

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    154 Student Guide

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-5

    1.2. HMI/SCADA Features_____________________________________

    HMI/SCADA

    PLC / Devices Other Data Sources

    Plant Floor

    Alarming Control

    Data Platform

    Data Management

    Supervisory

    Control

    Human-Machine Interface

    Monitoring Data

    and Alarms

    Data Aquisition

    Figure 1-1: HMI/SCADA Functions

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    iFIX Fundamentals

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-6

    1.3. HMI/SCADA Development_________________________________

    A. Preparing to Develop an HMI/SCADA

    First, a thorough understanding of the process to ensure all the process

    information needed is available

    Next, identify specific information

    - PLC / Device definitions and addresses

    communication methods used

    memory addresses to access

    types of data to access

    - communication information for other data to be accessed, such as:

    OPC Server information (including Group and Data Item names)

    Relational Database Data Source Names

    - number of nodes (PCs) that make up the HMI/SCADA system

    non iFIX nodes such as Servers

    iFIX nodes such as SCADA Servers, Clients, Remote Clients

    - SCADA and Clients connectivity (TCP/IP, NetBIOS, etc.)

    - software to be loaded onto each PC

    include additional software such as Driver software

    Once all the pertinent information is identified, the actual HMI/SCADAdevelopment can begin

    B. Developing an HMI/SCADA in iFIX

    A typical development process includes:

    - installing the software

    - basic system configuration

    - configuring the Drivers

    - building a Process Database

    - creating graphics

    - incorporating specialized functionality

    alarming, security, trending, reporting, etc.

    - add additional features, such as Visual Basic, C++, VBA, 3rd

    party

    applications, etc.

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    154 Student Guide

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-7

    1.3. HMI/SCADA Development_________________________________

    Information Needed

    Before Development

    Process

    Information

    PLC / Device

    Specifics

    Communication

    Methods

    Access

    Methods

    NodesNeeded

    Node

    Connectivity

    Software

    iFIX Development

    Basic Process

    Install Software

    and Hardware Key

    Basic System

    Configuration

    Build

    Process Database

    Graphics

    Development

    Specialized

    Features

    Additional

    Features

    I/O Driver

    Configuration

    Figure 1-2: Basic Process Steps for HMI/SCADA Development

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    iFIX Fundamentals

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-8

    1.3. HMI/SCADA Development_________________________________

    C. Before developing with iFIX, the following areas of iFIX should be understood:

    Software installation

    - include the appropriate hardware keys

    - development versus runtime keys

    Process Database development

    - Tag types to be used (Analog, Digital, etc.)

    - Tag naming convention

    Control

    - will control exist in iFIX (typically in PLC)

    - iFIX has tags that can provide control Alarming

    - use iFIX alarming or alarm in PLC or both

    - alarm thresholds

    - alarm destinations (report, view, store, etc.)

    Security

    - how to implement and maintain iFIX security

    Types of data the operator needs to view

    - real time values, alarms, trending, reports, etc.

    Specialized functionality

    - custom Database Blocks, custom applications (C++, VB or VBA)

    Data storage

    - Historical

    - Relational Database

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    154 Student Guide

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-9

    1.3. HMI/SCADA Development_________________________________

    SCADA Server

    System

    Configuration

    I/O Driver

    Configuration

    Process Database

    Development

    Alarm

    Configuration

    SecurityConfiguration

    Configure

    Data Archiving

    iClient (HMI)

    System

    Configuration

    GraphicsDevelopment

    Alarm

    Monitoring

    Security

    Configuration

    Archived Data

    Monitoring

    Figure 1-3: iFIX HMI/SCADA Development Areas

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    iFIX Fundamentals

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-10

    1.4. __________________________________________ Lab Exercise 1

    Exploring the Sample System

    Lab Exercise 1

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    154 Student Guide

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-11

    ______________________________________________ Lab Exercise 1

    Learning Objectives:

    Upon successful completion of this lab exercise, the student will be able to:

    1. Explore the pictures of the iFIX Sample System.

    Estimated time to complete this exercise: 20 minutes

    Introduction

    This exercise highlights some key features of GE Fanuc Intellution iFIX software. You willexplore some of the pictures of the iFIX Sample System. This Sample System comes as part

    of the iFIX installation and provides users with some insight on how an iFIX application canbe developed.

    When you are finished with this exercise, turn to section 1.5 and answer the questions.

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    iFIX Fundamentals

    Copyright 2000-2003, GE Fanuc International, Inc. 154 v3.0 -01.031-12

    ______________________________________________ Lab Exercise 1

    A. Start the iFIX Sample System.

    1. From the iFIX Program Grou