compact hmi 800 5.0 getting started

IndustrialITCompact HMI 800

System Version 5.0 SP2

Getting Started

NOTICEThis document contains information about one or more ABB products and may include adescription of or a reference to one or more standards that may be generally relevant tothe ABB products. ABB may have one or more patents or pending patent applicationsprotecting the intellectual property in the ABB product(s) described in this publication.The presence of any such description of a standard or reference to a standard is not arepresentation that all of the ABB products referenced in this document support all of thefeatures of the described or referenced standard. In order to determine the specific fea-tures supported by a particular ABB product, the reader should consult the product spec-ifications for the particular ABB product.

The information in this document is subject to change without notice and should not beconstrued as a commitment by ABB. ABB assumes no responsibility for any errors thatmay appear in this document.

In no event shall ABB be liable for direct, indirect, special, incidental or consequentialdamages of any nature or kind arising from the use of this document, nor shall ABB beliable for incidental or consequential damages arising from use of any software or hard-ware described in this document.

This document and parts thereof must not be reproduced or copied without written per-mission from ABB, and the contents thereof must not be imparted to a third party nor usedfor any unauthorized purpose.

The software or hardware described in this document is furnished under a license andmay be used, copied, or disclosed only in accordance with the terms of such license.

This product meets the requirements specified in EMC Directive 89/336/EEC and in LowVoltage Directive 72/23/EEC.

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Copyright © 2005-2010 by ABB. All rights reserved.

Release: March 2010Document number: 3BSE040587R5021

Table of Contents

TABLE OF CONTENTS

About This BookGeneral ............................................................................................................................11

Document Conventions ...................................................................................................11

Warning, Caution, Information, and Tip Icons................................................................12

Terminology.....................................................................................................................12

Related Documentation ...................................................................................................16

Section 1 - Compact HMI 800 OverviewSystem Overview.............................................................................................................19

Section 2 - Terms and Common PrinciplesAspect Objects.................................................................................................................21

Aspects ............................................................................................................................21

Structures .........................................................................................................................23

The Operator Workplace and Plant Explorer Workplace ................................................23

General User Interface ........................................................................25

The Plant Explorer Workplace Window..............................................25

Section 3 - InstallationSupported Standard PLCs................................................................................................27

Compact HMI 800 Installation........................................................................................30

Installation............................................................................................................31

Windows Configuration .......................................................................................36

Base System Verification (Installing Third Party Software)................................37

ABB Software Installation ...................................................................................38

System Report Generation ...................................................................................39

License Installation..........................................................................................................41

Upgrade to 800xA from Compact HMI 800 ...................................................................41

Start Up............................................................................................................................43

3BSE040587R5021 53BSE040587R5021 5

Table of Contents

Connectivity to AC 800M............................................................................................... 44

Connecting to AC 800M Alarm and event OPC server...................... 44

Installation and Configuration of OPC Servers for PLCs............................................... 49

Connection to Third Party Alarm & Event OPC Server......................................50

Using AC 500 with Compact HMI 800 .............................................. 51

IP Addresses....................................................................................................................54

Section 4 - EngineeringWorking with Object Types.............................................................................................57

Creating an Object Type ...................................................................................... 58

Adding Signals to an Object Type .......................................................................59

Adding Graphical Elements.................................................................................60

Adding Faceplates................................................................................................ 63

Adding Alarm and Event Handling ..................................................................... 65

Adding History Logging...................................................................................... 66

Adding Trend Display.......................................................................................... 66

Creating the Device Object Instances .............................................................................67

Creating Instances................................................................................................ 67

Connecting the Instances to Real Signals ............................................................69

Building the Functional Structure ...................................................................................73

Adding Process Displays ..................................................................................... 77

Adding Trends...................................................................................................... 79

Adding Alarm and Event list for a Plant Area.....................................................83

Basic Navigation..................................................................................................83

Adding Shortcuts for Navigation......................................................................... 84

Shortcuts in the Application Bar......................................................... 85

Shortcuts in the Display Bar ............................................................... 87

Messaging Configuration ................................................................................................ 89

SMS Messaging Configuration............................................................................89

e-Mail Messaging Configuration ......................................................................... 92

Audit Trail ....................................................................................................................... 93

Security Configuration ....................................................................................................94

6 3BSE040587R5021

Table of Contents

Import/Export of Application from Compact HMI 800 ..................................................94

Export of Controller Communication Application from Compact HMI 800 ......94

Import of Controller Communication Application to Compact HMI 800 ...........95

Hardware and Software Supervision ...............................................................................96

Section 5 - OperationWorkplace Layout and Tools ...........................................................................................97

Application Bar ....................................................................................................98

Display Bar.........................................................................................................101

Panel Area ..........................................................................................................102

Status Bar ...........................................................................................................103

Navigation .....................................................................................................................103

General ...........................................................................................................103

Recommended Tools for Navigation..................................................................104

Start Display ....................................................................................104

Fixed Process Display .......................................................................104

Display Links (Aspect links).............................................................104

Shortcuts in the Display Bar .............................................................104

Shortcuts in the Application Bar .......................................................105

Context Menu....................................................................................105

Hot Keys ....................................................................................105

Simple Scenario for Navigation .........................................................................107

Faceplate Usage.............................................................................................................108

Trends ............................................................................................................................ 111

Trend Usage .......................................................................................................111

Alarm and Event Usage.................................................................................................113

Process Alarms..................................................................................113

Alarm Band ....................................................................................116

System Alarms ..................................................................................116

Process Events...................................................................................118

System Events ...................................................................................118

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Table of Contents

Section 6 - System Preconfiguration .................................................... 119

Section 7 - AdministrationAdding New Users ........................................................................................................ 121

Backup and Restore....................................................................................................... 122

Backup and Restore of Configuration Data....................................................... 122

Restore System ................................................................................. 123

Store Controller Application in the System....................................................... 126

Other Maintenance ........................................................................................................ 127

Check for and Install Latest Software Updates ................................................. 127

To Stop and Start the System ............................................................................. 128

Stop System .................................................................................... 128

Start System .................................................................................... 129

Autonomous Redundancy Setup........................................................................ 130

Change the Windows Computer Name in the Server Node............................... 130

Change the Windows Computer Name in the Client Node ............................... 137

Connect and Disconnect Client Nodes .............................................................. 137

Disconnect a Client ........................................................................... 138

Upgrade to 800xA from Compact HMI 800...................................................... 139

Defragmentation ................................................................................................ 140

Virus .......................................................................................................... 140

Windows Update................................................................................................ 140

Save of OPC IP Address for PLC Connect........................................................ 140

Using Virus Protection with Compact HMI 800 ............................................... 141

Configuration Settings ...................................................................... 141

On-access Scanning .......................................................................... 142

On-demand Scanning........................................................................ 151

Recovery from a Virus Infection ...................................................... 156

Access Protection.............................................................................. 157

AutoUpdate .................................................................................... 159

Folders Excluded from On-access Scanning .................................... 160

8 3BSE040587R5021

Table of Contents

Section 8 - Using the PLC Device LibraryCreating PLC Device Library Instances........................................................................162

Creating the Display ......................................................................................................169

INDEX ........................................................................................................................173

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Table of Contents

10 3BSE040587R5021

About This Book

GeneralThis document describes the IndustrialIT Compact HMI 800 product, System Version 5.0 SP2. The Compact HMI 800 product helps the user to operate, configure and administrate a plant.

The Compact HMI 800 is based on the IndustrialIT 800xA Base System, System Version 5.0 SP2, which provides an HMI with easy installation, configuration and operation suited for connection to PLCs.

For more information on the 800xA Base System, refer to the instructions available in Reference Documentation or User Documentation in Start > Programs > ABB Compact HMI 800 > System.

The following users are recommended to use this document:

• Process operators with experience of process control systems or PLC products.

• System engineers with experience of installation, configuration and set-up of process control systems or PLC products.

• System administrators with experience of process control systems or PLC products and Microsoft® Windows® operating systems.

Document ConventionsMicrosoft Windows conventions are normally used for the standard presentation of material when entering text, key sequences, prompts, messages, menu items, screen elements, etc.

3BSE040587R5021 11

Warning, Caution, Information, and Tip Icons About This Book

Warning, Caution, Information, and Tip IconsThis publication includes Warning, Caution, and Information where appropriate to point out safety related or other important information. It also includes Tip to point out useful hints to the reader. The corresponding symbols should be interpreted as follows:

Although Warning hazards are related to personal injury, and Caution hazards are associated with equipment or property damage, it should be understood that operation of damaged equipment could, under certain operational conditions, result in degraded process performance leading to personal injury or death. Therefore, fully comply with all Warning and Caution notices.

TerminologyA complete and comprehensive list of Terms is included in the IndustrialIT 800xA -System, System Guide, Functional Description (3BSE038018R5021). The listing includes terms and definitions as they apply to the 800xA system where the usage is different from commonly accepted industry standard definitions and definitions given in standard dictionaries such as Webster’s Dictionary of Computer Terms.

Electrical warning icon indicates the presence of a hazard which could result in electrical shock.

Warning icon indicates the presence of a hazard which could result in personal injury.

Caution icon indicates important information or warning related to the concept discussed in the text. It might indicate the presence of a hazard which could result in corruption of software or damage to equipment/property.

Information icon alerts the reader to pertinent facts and conditions.

Tip icon indicates advice on, for example, how to design the project or how to use a certain function

12 3BSE040587R5021

About This Book Terminology

Term Description

ActiveX Microsoft standard for user interface components, based on definition of software interfaces.

AS Aspect Server. The “central” intelligence in the system, including the aspect directory and other services related to object management, names, security, etc.

Aspect See Aspects on page 21

Aspect Objects See Aspect Objects on page 21

BDM Bulk Data Manager

CEXbus Communication module expansion bus used in the AC 800M Controller.

CNCP Control Network Clock Synchronization Protocol

COM (Microsoft) Component Object Model

CS Connectivity Servers provide access to controllers and other data sources.

CTK Configuration Tool Kit

DCS Distributed Control System. A generic term for control systems for Process Automation, normally with a distributed database and real time data access.

DCU Distributed Control Unit

DTM The Device Type Manager - DTM - is a software module delivered by the manufacturer together with a device. As an “FDT device driver” the DTM contains all device-specific data, functions, and graphical user interfaces and provides uniform access to these device-specific internals via the standardized FDT interfaces.

ECCP Ethernet Communications Controller for the PCI bus

EPA Environmental Protection Agency

3BSE040587R5021 13

Terminology About This Book

ERP Enterprise Resource Planning

ES Engineering System, which is used for engineering and potential test of applications intended for Production System.

FDT Field Device Tool. It is an open standardized communication interface for integrating field devices and their application into control systems or device management tools, e.g. Engineering Tools and Asset Management Tools.

FF FOUNDATION Fieldbus

GSM Global System for Mobile communication

HSE High Speed Ethernet (FOUNDATION Fieldbus)

HSI Human System Interface

HMI Human Machine Interface

IndustrialIT IndustrialIT is ABB’s solution that creates a business enterprise where your plant automation, Asset Optimization, and collaborative business systems are seamlessly linked in real time.

MES Manufacturing Execution System

Node A computer communicating on a network, e.g. the Internet, Plant, Control or I/O network. Each node typically has a unique node address with a format depending on the network to which it is connected.

ODBC Open Data Base Connectivity

OCS Open Control System. Similar meaning as DCS

OLE Object Linking and Embedding

OPC OLE for Process Control, a standard interface for data, event and history access based on COM.

PCA Process Control Aspect

Term Description

14 3BSE040587R5021

About This Book Terminology

Plant Explorer An application that is used to create, delete and organize Aspect Objects and Aspects in the Compact HMI 800. The plant explorer organizes the Aspect Objects in structures according to functionality, location, etc.You can also use it to browse and search the structures of the plant.

PLC Programmable Logic Controller. Controller for primarily discrete logic control.

PNSM PC, Network and Software Monitoring

PS Production System which is used for controlling a real process.

RNRP Redundant Network Routing Protocol

SIL Safety Integrity Level

SIS Safety Instrumented System

SMS Short Messaging Service

SNMP Simple Network Management Protocol

SNTP Simple Network Time Protocol

SOE Sequence of Events

Term Description

3BSE040587R5021 15

Related Documentation About This Book

Related DocumentationA complete list of all documents applicable to the 800xA IndustrialIT Extended Automation System is provided in Released User Documents, 3BUA000263R5021. This document lists applicable Release Notes and User Instructions. It is provided in PDF format and is included on the Release Notes/Documentation media provided with the system. Released User Documents are updated with each release and a new file is provided that contains all user documents applicable for that release with their applicable document number. Whenever a reference to a specific instruction is made, the instruction number is included in the reference.

Table 1 lists the documentation related to IndustrialIT Compact HMI 800, System Version 5.0 SP2.

Table 1. Related Documentation

Category Title Description

System Administration

System, Post Installation Setup

Contains post installation procedures.

System, Administration and Security

Contains instructions about how to administrate and set security in the system.

16 3BSE040587R5021

About This Book Related Documentation

Software System, Extended Operation Describes operation of the Operator Workplace.

System, Operator Workplace Configuration

Describes configuration of the Operator Workplace and Plant Explorer.

Engineering, Graphics This instruction describes how to use Graphics.

IndustrialIT PLC Operation Describes operation details of PLC Connect.

IndustrialIT PLC Configuration Describes configuration details of PLC Connect.

Other System, Automation System Network, Design and Configuration

Describes configuration details.

Table 1. Related Documentation (Continued)

Category Title Description

3BSE040587R5021 17

Related Documentation About This Book

18 3BSE040587R5021

Section 1 Compact HMI 800 Overview System Overview

Section 1 Compact HMI 800 Overview

System OverviewThe IndustrialIT Compact HMI 800 is designed to be an HMI to any kind of automation solution. It interfaces to AC 800M and other PLCs found on the market. It is based on the IndustrialIT Base standard system. A Compact HMI system consists of one server and up to nine additional client nodes.

The server can be used for both engineering and operation, the clients are used only as operator workplaces.

Figure 1. System Overview

3BSE040587R5021 19

System Overview Section 1 Compact HMI 800 Overview

20 3BSE040587R5021

Section 2 Terms and Common Principles Aspect Objects

Section 2 Terms and Common Principles

This section describes the terms and principles used in the Compact HMI 800 system. For more information, refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021) and IndustrialIT 800xA, System, Extended Operation (3BSE036904R5021).

Aspect ObjectsA plant consists of real entities, such as pipes, tanks, valves, and motors. In the Aspect Object solution these entities or objects are modeled in the control system. A modeled object is called an Aspect Object. This can be a simple lowest level object or can contain other objects. Objects containing other objects are called composite objects. The Aspect Object system can also handle computer related objects (for example, user object, node object, and workplace object) similar to real entity objects.

AspectsThere are a number of different types of information connected to each object. These types of information are called Aspects in the Aspect Object solution. For example a valve may have a mechanical drawing, a faceplate (for control purposes), a graphical representation in a graphical display and so on. Aspect Objects have a number of default aspects, for example, the Name aspect.

Aspect Objects are visualized with different tools, like Process Graphics, alarm lists, and Plant Explorer. Right-click an aspect object to display a context menu. This context menu contains a list of aspects from which a desired aspect can be selected. Depending on the aspect and the environment, the information will be presented using the appropriate tool.

3BSE040587R5021 21

Aspects Section 2 Terms and Common Principles

Aspect View

A view is a visual representation of an aspect on the screen. Some aspects have more than one view. For example, a Faceplate aspect can have three views.

Figure 2 shows how the concepts fit together. The physical valve is modeled and represented in a graphical display. This valve that is now an Aspect Object, has a number of Aspects, of which four are presented here. Each aspect has at least one view.

Figure 2. Aspects with Aspect Views

22 3BSE040587R5021

Section 2 Terms and Common Principles Structures

StructuresThe Aspect ObjectTM concept allows organization of objects and aspects into different structures, depending on which context is to be viewed.

Structures are the graphical representations of the relations that exist between different aspect objects. An aspect object can be part of more than one structure because there exist different types of relation between the objects.

The Plant Explorer includes different structures representing the same plant.

Structures can be built and improved at any time. Examples of the most common structures are Object Type Structure, Control Structure and Functional Structure.

The Operator Workplace and Plant Explorer Workplace

The Operator Workplace

The Operator Workplace is the environment from which the operator views and controls the process in the plant. Login as an Operator to start the Operator Workplace.

The configuration of the workplace is done by the Application Engineer and intended as a starting point for an Operator controlling the plant.

In Compact HMI 800, a number of different types of displays are available. The most important are process displays for supervision, faceplates to control real process objects, trend displays and alarm displays to monitor process anomalies. These displays are presented in the Display Area (see Figure 3 below) and may appear as base displays or overlap displays.

Base displays cover the entire display area while one or more overlap displays cover a smaller portion of the display area (and the base display).

At the top and the bottom of the Operator Workplace there are tool bars to control the system and the process.

3BSE040587R5021 23

The Operator Workplace and Plant Explorer Workplace Section 2 Terms and Common Principles

These areas contain important information and are never covered by displays. The tools in these toolbars represented by icons are used to interact with the process and the Compact HMI 800.

Figure 3. The Operator Workplace Window

24 3BSE040587R5021

Section 2 Terms and Common Principles The Operator Workplace and Plant Explorer Workplace

Plant Explorer Workplace

The Plant Explorer is the main tool for exploring and building hierarchically structured models of a plant or a system. It is also used to create and configure the objects and aspects of these structures. The information about the plant is stored in a single place, which means that information only has to be entered once.

The Plant Explorer Workplace is recommended for application engineers to configure an Operator Workplace.

General User Interface

Compact HMI 800 workplaces use the window system provided by Microsoft Windows. They are designed so as to retain a familiar environment. Plant Explorer works in a similar way as Windows Explorer for the following functions.

• cut, paste, copy

• shortcut tools

• drag-and-drop operations within and between the Workplace panes.

• context menu (through a right-click operation).

The Plant Explorer Workplace Window

The Plant Explorer Workplace window is the tool used to work with aspect objects, aspects and structures.

Figure 4 shows an example of the Plant Explorer window.

3BSE040587R5021 25

The Operator Workplace and Plant Explorer Workplace Section 2 Terms and Common Principles

For more information on the Plant Explorer, refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

Figure 4. The Plant Explorer Workplace Window

26 3BSE040587R5021

Section 3 Installation Supported Standard PLCs

Section 3 Installation

Compact HMI 800, System Version 5.0 SP2 is delivered as a software installation DVD. The delivery includes a product box including Compact HMI DVD and the Getting Started manual. A license file can be downloaded from ABB software factory after purchase of the product license and registration. To get started a time limited license is included in the installation kit.

Supported Standard PLCsAll PLCs or field devices that are compliant to the following communication standards are supported; OPC, Modbus RTU, Modbus TCP, SattBus and Comli.

The Compact HMI 800 supports connections to PLCs through OPC. OPC servers are installed on the server node. OPC servers which requires specific communication hardware and through serial communication channels needs to be installed together with the hardware on the server node.

The amount of PLC that can be connected is based on the system load. There is no hard limit in the system in the number of PLC that can be connected. The limit on the communication is set to the number of signals communicated to/from the PLCs, this limit is set by the purchased license.

PC Power-upThe Compact HMI 800 can be used on most modern personal computers on the market. To be able to guarantee the functionality it is recommend to use the PCs models that are certified by ABB for use with the 800xA system. See the document Third Party HW products verified for IndustrialIT System 800xA (3BSE046579) in ABB library for more information regarding recommended PC models.

The following is a short description of how to start using the product on a typical PC.

3BSE040587R5021 27

Supported Standard PLCs Section 3 Installation

Connect the keyboard with mouse in one of the USB ports in the front of the PC, or in one of the upper USB ports on the rear side. Connect the power cord, and the network cable to the PC. Put the dongle (if used) in one of the USB ports in the server as shown in Figure 5.

Figure 5. Rear side PC connections

Power Cord

Control Network

Keyboard USB Communication

Serial communication

VGA connections

Redundant Control Network

(e.g. AC 800M com)

Dongle

28 3BSE040587R5021

Section 3 Installation Supported Standard PLCs

The server and clients in Compact HMI 800 are connected through TCP/IP. To interconnect the PCs with a switch, use network cables TP Cat 5/6 RJ45.

Each PC can be equipped with a dual network card. To connect any of the PCs with an intranet, a separate network for client servers and PLCs should be considered. It is also possible to split the client server and control networks for performance and other reasons. For more information on configuring the address, refer to IndustrialIT 800xA, System, Automation System Network, Design and Configuration (3BSE034463R5021).

Figure 6. Network Setup

3BSE040587R5021 29

Compact HMI 800 Installation Section 3 Installation

Compact HMI 800 InstallationThis section describes the procedure to install Compact HMI 800. The installation is automated, only a few preparatory steps need to be executed. The installation includes the following phases:

• Windows Configuration, including:– Windows Components.– Windows Users and Groups.– Windows Services.

Figure 7. Separate Network Setup

Server + client 1.

---- PLC's

Switch 2

Optional clients.

Switch 1

30 3BSE040587R5021

Section 3 Installation Installation

• Base System Verification, including:– Hardware Verification.– Third Party Software Verification and Installation.

• Compact HMI 800 Software Installation.

• Compact HMI 800 Configuration (post installation).

• Windows Firewall Configuration.

• Generating a system report.

Installation

1. To start the installations insert the Compact HMI 800 DVD in the DVD-reader. If Autorun is enabled the program will start automatically otherwise browse in the File Explorer to the root of the DVD and double-click Setup.exe.

Before starting the installation have the Windows XP CD/DVD ready.

It is possible to copy the content of the Compact HMI 800 DVD to a local folder on the hard disk and execute the installation from there.

It is not possible to install from a network share.

The Compact HMI 800 5.0 SP2 requires that Windows XP SP3 and Office 2003 or 2007 are installed on the computer before the installation of the product.

3BSE040587R5021 31

Installation Section 3 Installation

The following screen will appear:

Three options are available:

– Install Compact HMI 800

– Documentation

– Install Adobe®Reader 9 (to be able to read the documentation)

2. Click Install HMI 800 to start the installation. The following screens will appear:

Figure 8. Compact HMI 800 Splash Screen

32 3BSE040587R5021


The available selections are:

– Compact HMI 800 Server. This is the default choice for a single node or the first to be installed in a multi-node configuration.

– Compact HMI 800 Client. Use this selection to install Client to be added to the Compact HMI 800 Server. On the Compact HMI 800 Server node there is a file (PreDefinedClient.xml, generated when installing the server) that contains all the User definitions and IP address for the Compact HMI 800 system which should be loaded before moving on.

3. Select Server or Client installation, the first to be installed is the Server.

4. Click Next.

5. The installer asks for the current user’s password to enable automatic logon during the installation, see Figure 10. All the users created during the installation of Compact HMI 800 will by default get the same password as the user installing the product.

Figure 9. Compact HMI Server

3BSE040587R5021 33

Installation Section 3 Installation

To change the users’ passwords, click Edit Passwords and Figure 11 will appear. Mark each user that needs to be change and type the new password(s). Click Apply to update the user definition and return to main track.

Figure 10. Automatic Logon Settings

Figure 11. Users dialog

34 3BSE040587R5021


6. Confirm the End User License Agreement to be able to proceed and click Next.

7. The Installer will now check for necessary disk space to install Compact HMI 800 on the computer. See Figure 12.

8. Once the disc space is OK the Start button will appear. Click Start. From this point the installation will run unattended until finished.

9. When the installation is finished the user can start building the application based on the supplied demo license or by supplying a purchased license file.

The following pages describe the steps carried out by the installer software in detail.

Figure 12. Confirm Product Installation

3BSE040587R5021 35

Windows Configuration Section 3 Installation

Windows Configuration

When the Windows Configuration Tool is run, all required configuration steps are carried out without user interaction. All required reboots during the configuration will be automatic and the user will be logged in after the reboot as Windows Auto Logon is selected during this configuration.

The Windows Configuration Tool will also check the present state of the configuration before proceeding with each configuration. If the configuration on the node matches the configuration specified in the setup package, the Windows Configuration Tool will skip the configuration step. This prevents reconfiguration of nodes that have already been configured.

The following configurations are performed by the Windows Configuration Tool.• Installation of Windows Components and configuration of Windows Services.• Join node to Domain or to Workgroup.• Add Windows Users and Groups.

The Windows Configuration Tool displays the dialog box shown in Figure 13 during the execution.

During the Installation of Windows Components it might be requested to insert the Microsoft Windows XP Media. After finish reinsertion the Compact HMI 800 DVD must be done.

Figure 13. Configuring the Windows Components and Services

36 3BSE040587R5021

Section 3 Installation Base System Verification (Installing Third Party Software)

The ongoing configuration is displayed in bold text. Configurations that are completed are indicated by a green check mark.

Base System Verification (Installing Third Party Software)

The Installer will start the System Verifier Tool that will verify the Base System and install third party software.

When the System Verifier Tool is run, it performs an initial check to see if all required third party software is already installed and correct. If it is not installed and correct, the System Verifier Tool will install the software.

The following categories will be checked and installed by System Verifier Tool:• User information.• Hardware.• Windows components.• Software.

The System Verifier Tool displays the dialog box shown in Figure 14 during the execution.

Figure 14. Verification execution

3BSE040587R5021 37

ABB Software Installation Section 3 Installation

ABB Software Installation

When the Base System for a node is verified, the next part is to install the ABB Software. The Installation Wizard starts automatically and installs all software required for Compact HMI 800.

During the installation, the progress bar will indicate which application is being installed and the progress of the installation.

Figure 15. ABB Software Installation

If the installation fails and the installation is restarted, the last installed product will have a green check mark even though not properly installed. Make sure to select to re-install this product.

38 3BSE040587R5021

Section 3 Installation System Report Generation

Once all products are installed the node will reboot and the System Configuration will start which will automatically configure the system.

The System Configuration displays the dialog box shown in Figure 16 during the execution.

System Report Generation

When the ABB Software has been installed and configured in a node, the next part is to generate an installation report. It will cover, among other things, installed hardware and software, Windows settings, and configuration.

The System Report Tool displays the dialog box shown in Figure 17 during the execution.

Figure 16. System Configuration

Figure 17. Creating System Report

3BSE040587R5021 39

System Report Generation Section 3 Installation

When the System Report is finished the node is setup and engineering can be done. The Installer will show the dialog box displayed in Figure 18.

The Installer will automatically load the Demo License file into Central Licensing system. If a purchased and downloaded License file exists, use the Browse button to locate it and automatically load it into the Compact HMI 800 System.

Figure 18. Installation Complete

40 3BSE040587R5021

Section 3 Installation License Installation

License InstallationAfter purchasing a Compact HMI 800 license the license is downloaded from the ABB Software FActory (SOFA) or delivered from a sales representative. The download requires a registration prior to the download. The license is installed in the system by following the following steps:

1. Log in as SysAdmin.

2. Open the License Entry application available below Start > Programs > ABB Compact HMI 800 > System > Licensing.

3. Select File-Load/Replace License.

4. Browse to the license and click Open.

5. Select Yes to replace existing license.

6. Close the license Entry application

7. The new license is now ready to be used.

Upgrade to 800xA from Compact HMI 800The Compact HMI 800 can easily be upgraded to an 800xA system. The upgrade is done by exchanging the license file to an 800xA license file. Contact the local sales representative to purchase an 800xA license file. To start using additional 800xA functions the additional software needs to be installed.

Details are described in Upgrade to 800xA from Compact HMI 800 on page 139.

3BSE040587R5021 41

Upgrade to 800xA from Compact HMI 800 Section 3 Installation

Connectivity to AC 800M

The Windows Users shown in the Table 2 are created on the Compact HMI 800 system during installation.

If AC 800M controllers are used, the Compact HMI 800 is ready to be connected to the AC 800M controller after installation. The OPC server is installed with the Compact HMI 800 software install and the Compact HMI 800 is configured accordingly. The following figure describes how to connect to the AC 800M controller.

Power Cord

Control Network Tool port, to get log f

set the IP addressto hyperterminal or to

Serial Communi-cation, like Comlior Modbus

42 3BSE040587R5021

Section 3 Installation Start Up

Default passwords for the Compact HMI 800 users are the same password of the installing user (the password that was entered during installation).

Start UpAfter installing the hardware, the system is started as follows:

• Power up network switches and other communication equipment.

• Power up the server node.

• Power up the clients.

• Power up PLCs and other equipment.

After the system start up, a welcome screen appears for the log in. The normal login name for application engineering is AppEng (Application Engineer) use this to start the engineering of the system.

The default passwords are the same as the password of the installing user.

Login as SysAdmin to execute the system administration functions.

Login as Operator to operate the system.

Table 3 provides a list of predefined users and the login passwords for different nodes. It is recommended to modify the default passwords.

Table 2. Windows User Groups

Operator AppEng SysAdmin

User Groups Everyone Everyone Everyone

Operators Operators Operators

Application Engineers Application Engineers

System Engineers System Engineers

Administrators

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Connectivity to AC 800M Section 3 Installation

Connectivity to AC 800MThe Compact HMI 800 uses PLC Connect to connect to all PLCs and Controllers.

PLC Connect can be used to connect AC 800M/C controllers versions 3.0- using the corresponding Control IT OPC Server 3.0-. PLC Connect can also be used to directly connect AC 800M 2.0/2.1/2.2/3.0/3.1/3.2 and AC800C 2.2/3.2 versions, using any of the following protocols with PLC Connect acting as master and AC 800M/C as slave:

• Serial connection and the Comli protocol (Limited Comli).

• SattBus on TCP/IP (Ethernet).

Connecting to AC 800M Alarm and event OPC server

If the Alarm and Event OPC server for AC 800M controllers should be used, the related event collector service needs to be created by following these steps:


Table 3. Predefined Users

User Password

Server node:

Operator Password of installing user

AppEng Password of installing user

SysAdmin Password of installing user

Client node:

Operator Password of installing user

Both nodes (Service account)

SwServiceAccount Password of installing user

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Section 3 Installation Connectivity to AC 800M

2. Start the AC 800M OPC server, and connect it to a controller with a downloaded application (as described in the AC 800M OPC manual accessible below help in the OPC server application).

3. Browse to the event collector service, right-click and create a new object. In the dialog give the Service group a name e.g. “AC 800M OPC Collector” and click Create as shown below in the Figure 19.

Figure 19. Event Collector creation

3BSE040587R5021 45


4. Right-click on the created object and select create object, select Service Provider, give it a name as shown below (e.g. Collector HMI_Server).

Figure 20. Collector Service creation

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Section 3 Installation Connectivity to AC 800M

5. Now the service needs to be allocated to the node where it should run. This is done by selecting the service provider aspect and select the CHMI_Server node in the Node drop-down list as shown below. Click Apply.

Figure 21. Node selection

3BSE040587R5021 47


6. In the created Service Group object (the parent in the structure) double-click the Service Group Definition aspect. Configure it as shown below and click Apply.

Figure 22. Special Configuration

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Section 3 Installation Installation and Configuration of OPC Servers for PLCs

7. Expand the window to see the bottom part and click Upload as shown below.

8. When the upload has finished the connection is ready to be used.

Installation and Configuration of OPC Servers for PLCsCompact HMI 800 can interface to standard PLCs. The connection is done using a specific communication driver, or via an OPC server for the PLC. To connect one or more PLCs via an OPC server follow the description below.

Install the OPC server for the PLC. The OPC server shall be installed as a Windows service if possible. Below is a typical workflow how to install and set up an OPC server to correctly interface the Compact HMI 800 software.


Figure 23. Service Group OPC AE Upload

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Connection to Third Party Alarm & Event OPC Server Section 3 Installation

2. Install the OPC server.

3. If the server is prepared to be a Windows service, it shall be configured to run on an account SwServiceAccount.

4. Open the Plant Explorer and go to the Control Structure.

5. Select the OPC server object. See Working with Object Types on page 57.

6. Create a new object of the PLC Controller type. Name it to recognize the OPC server. (For example ABB_OPC_server_1 etc.)

7. Select the protocol to be PLC OPC client.

8. Click Edit Driver.

9. If the OPC server is located in another node than the Compact HMI 800 server, fill in the server node name.

10. Select the OPC server in the OPC server drop-down list.

11. Click OK and then Create.

The OPC server is now installed.

Connection to Third Party Alarm & Event OPC Server

Use the OPC AE client function of Compact HMI 800 to receive time tagged alarms from the controller into the Compact HMI 800 alarm list.

To associate an alarm collected from a 3rd party AE OPC server with an aspect object create an OPC Source Name aspect, or an Aspect Name aspect on the Object. This aspect is normally added to the PLC signal object. Put the same name in this aspect as the name defined as the object name in the controller generating the alarm.

The Name property in the OPC Source Name should be the same as in the OPC AE server. Do not select the Is an Event and Is an Alarm check boxes in Alarm Event Configuration for these signals.

Avoid identical names of PLC Process Object and PLC Signal Object.

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Section 3 Installation Connection to Third Party Alarm & Event OPC Server

Configuring a third party AE-OPC Server

The AE OPC Server should be installed on the Compact HMI 800 server node. To attach the AE OPC server to the Compact HMI system please follow the steps in the chapter Connecting to AC 800M Alarm and event OPC server on page 44.

Using AC 500 with Compact HMI 800

Install the AC 500 Control Builder and OPC server on the server node to use Compact HMI 800 with AC 500. It is recommended to use the ModBus TCP driver in the Compact HMI 800 to access the AC 500 controllers.

While setting up the communication, note the following:

– Ensure to use the same network mask in the AC 500 as in the Compact HMI. 800, that is, 255.255.252.0.

The following should be done to use the AC 500 OPC Server:

– Set the OPC server (in dcom config) to execute as the same user in AC 500 control builder. Login as SysAdmin and execute the following steps.

1. Select Start > Run and type “dcomcnfg.exe”. This displays the application for configuring security for components.

2. Browse for component OPC Server for CoDeSys...

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Connection to Third Party Alarm & Event OPC Server Section 3 Installation

3. Right-click and select Properties.

4. Select the Identity tab.

Figure 24. DCOM Config in Component Services

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Section 3 Installation Connection to Third Party Alarm & Event OPC Server

5. Select This user. Provide the user name and password for the user to login

while using the AC 500 Control Builder (typically the user AppEng).

6. Click OK and close the application. The system is ready to be used for both configuration and operation with the AC 500 controller.

Figure 25. OPC Server for CoDeSys V2.0 Properties

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IP Addresses Section 3 Installation

IP AddressesThe tables below give a recommendation on IP addresses that will work for most installations. If this suggestion is followed, the reader can disregard much of the details about RNRP configuration. Table 4 suggests which NetIDs to use.

Use the subnet mask 255.255.252.0 for all network interfaces.

Table 4. Suggested NetIDs and Network Area Numbers

Network type NetIDs Network Areas

Client/Server Networks 172.16.x.0172.17.x.0

where x=4,8,12 to 40 (steps of 4)

1-10

Control Networks 172.16.x.0172.17.x.0

where x=80, 84, 88 to 124 (steps of 4)

20-31

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Section 3 Installation IP Addresses

Addresses recommended on the Client/Server/Control Network Area 1

To change IP addresses, execute the following steps.


2. Change the IP address of the computer through Windows Control Panel.

3. Update the Host file in the server and all clients to reflect the changed address. The file can be found in the path C:\WINDOWS\system32\drivers\etc\hosts. Update the file using Notepad.

4. Restart the system after changing the IP addresses.

For more information refer to IndustrialIT 800xA, System, Automation System Network, Design and Configuration (3BSE034463R5021).

Table 5. Suggested Addresses for Nodes on Network Area (1)

NodesNode

numberAddr on Primary

NetworkAddr on Secondary

Network

Servers 11-20 172.16.4.11 - 172.16.4.20

172.17.4.11- 172.17.4.20

Workplace Clients 71- 150 172.16.4.71 - 172.16.4.150

172.17.4.71 - 172.17.4.150

Controllers 151-220/255 172.16.4.151 - 172.16.4.220/255

172.17.4.151 - 172.17.4.220/255

Backup CPUs for Redundant Controllers

663-767 172.16.6.151 - 172.16.6.255

172.17.6.151 - 172.17.6.255

Switches, Gateways,Firewalls(not RNRP addresses)

(501-511)

(1013-1022)

172.16.5.245- 172.16.5.255172.16.7.245- 172.16.7.254

172.17.5.245 - 172.17.5.255172.17.7.245 - 172.17.7.254

Use the IP address mask 255.255.252.0 for all nodes.If you do no use the implicit addresses you need to manually configure RNRP. Refer to IndustrialIT 800xA, System, Automation System Network (3BSE034463R5021) for more information regarding implicit or explicit RNRP address configuration.

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IP Addresses Section 3 Installation

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Section 4 Engineering Working with Object Types

Section 4 Engineering

This section describes the engineering in Compact HMI 800. The following is a workflow to engineer the Compact HMI 800. The first two steps have already been covered in earlier sections.

1. Connect the PLCs and Controllers to the Compact HMI 800.

2. Install the PLC tools and configure OPC servers.

3. Define the Device and Process object types visible in the Compact HMI 800.

4. Create instances of the Types and connect to the PLCs.

5. Structure the control application according to the controlled equipment.

6. Create displays, alarm lists, logs, trends and documentation.

Working with Object TypesObject types are used to define objects that represents the different types of devices and process objects for which data will be fetched in the PLCs.

Object types hold information and functionality of a specific type of object, for example, a pump, and valve. This section describes the following:

• Creating an object type.

• Adding signals to an object type.

• Adding Graphical Elements.

• Adding Faceplates.

• Adding Alarm and Event.

• Adding History logging.

• Adding Trend display.

The object types that are created can be exported and reused in several projects using Compact HMI 800.

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Creating an Object Type Section 4 Engineering

Creating an Object Type

The PLC Connect function allows the user to get an object oriented handling of the properties retrieved from the PLCs. The grouping of signals into objects representing devices controlled by the PLC is done in the Object Type Structure.

Create an object type for each device type controlled by the PLC. Execute the following steps to create an object type.

1. In the Plant Explorer, select PLC object type in the Object Type Structure.

2. Right-click and select New Object from the context menu.

3. Enter the name of the device type (for example SimpleOnOffMotor) and click Create. This creates the object type.

Figure 26. New PLC Object Type in the Object Type Structure

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Section 4 Engineering Adding Signals to an Object Type

The newly created object type can be used to create instances which will be connected to the individual signals existing in the PLCs.

Adding Signals to an Object Type

Signal objects are used to read and write data from/to the PLCs. For each device type, the user should define the properties to be read and written from/to the PLC for this type of device. This is done by creating a PLC signal for each property that should be accessed.

To configure (for example SimpleOnOffMotor), execute the following:

1. In the Object Type Structure, select the SimpleOnOffMotor.

Figure 27. New Object Type- Simple OnOff Motor

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Adding Graphical Elements Section 4 Engineering

2. In the preview area you can create signal object by clicking om the I/O icons as shown below.

3. Select the I/O type signal that represents the property to be accessed.

4. Enter the signal name (for example Motor_ON).

Repeat the above procedure for all the signals to be accessed for this device type.

For more information on creating instances of this object type, refer to Creating Instances on page 67.

Adding Graphical Elements

To be able to present data from instances of the object type in graphical displays, a display element must be created. This is done by following the steps below. See also Section 8, Using the PLC Device Library.

Figure 28. Create signal Objects

The OPC Server does not allow names of the signals as two words. The name of the signal should be, for example, Motor_ON.

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1. In the Object Type Structure, select the device object type created in Creating an Object Type.

2. Right-click and select New Aspect from the context menu.

3. Select the category Graphical Element PG2 from the available list to create a new graphic element.

4. Type a name for the graphic element and click Create.

5. In the aspect area, right-click the newly created graphic element and select Edit. This opens the Process Graphics Editor to edit the graphic element.

6. Drag and drop the Ellipse primitive from Toolboxes > Shapes.

7. To change the color of the ellipse, select the primitive and click corresponding to the FillColor property. This opens the Expression Editor as shown in Figure 29.

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Adding Graphical Elements Section 4 Engineering

For example, to write an expression to change the color of the ellipse when the value of Motor_ON is True or False, execute the following steps:

1. In the Expression Editing area, enter if with a <space>.

2. In Process Data, click and browse for the Motor_ON signal object.

3. Select the Value property and click to insert the property into the Expression Editing Area.

4. In Resources, click to define a color for the property.

Figure 29. Process Data Property Selection

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Section 4 Engineering Adding Faceplates

5. Select symbol1Normal from Object Colors and click to insert the property into the Expression Editing Area.

6. Similarly select the color to be used if the value of Motor_ON signal object is False.

The expression should be:

if S’Motor_ON:Value’ thensymbol1Normal

elsedeviation

where, symbol1Normal and deviation are Logical Colors.

7. Click Apply and then click OK to save the changes and close the Expression Editor.

8. Select File > Save to save the graphic element.

9. Select File > Exit to close the Process Graphics Editor.

Adding Faceplates

Faceplates are used to view, interact and change properties for devices and other process objects. The operator of the plant opens the faceplates by clicking on objects in graphic displays. For more information about the operator handling of faceplates, refer to IndustrialIT 800xA, System, Extended Operation (3BSE036904R5021).

Figure 30. An Example of a Graphical Element

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Adding Faceplates Section 4 Engineering

Consider an example to create a faceplate aspect that activates the start signal for the SimpleOnOffMotor object type representing a motor. The faceplate is created on the object type.

Execute the following steps to create the faceplate:

1. Select PLC Faceplate Templates in the Object Type Structure.

2. Copy the Faceplate Standard aspect.

3. Select the object type for which a faceplate is required. For example, select SimpleOnOffMotor object type and paste the copied aspect.

4. Right-click faceplate the aspect and select Config View from the context menu.

5. Click the Buttons tab.

6. In the row containing the On icon, click the object field and browse to the Motor_ON signal.

7. Click the Property Name field and select the Value property.

8. Select Property type as Boolean and Property value as True.

9. Click the Enabled field and edit the expression to:

iif($’./[Control Structure]:ObjectPCA:LOCK’=3,True,False)

10. The 1-Icon button is now configured to send the value True to the PLC signal Motor_ON if the object is reserved (for example, LOCK=3).

11. Click the Tooltip text column. Select Label and enter Start motor. Click OK.

12. Click Apply to save the changes. This creates a faceplate with a button that sets a property in PLC. A warning dialog appears, but it can be ignored in this example.

13. Double-click the faceplate aspect to view the faceplate.

For more information on configuring the faceplates, refer to IndustrialIT 800xA, Engineering, Process Graphics User Guide (3BSE049230R5021).

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Section 4 Engineering Adding Alarm and Event Handling

Adding Alarm and Event Handling

The Alarm and Event Configuration aspect on the signal objects are used to generate events and alarms based on the properties received from the PLC.

The events and alarms are viewed and accessed by the operator using alarm and event lists. A top level alarm list, which is handling all alarms in the installation, is preconfigured. It is possible to configure other alarm lists on lower levels, for example for a section of the site or a single motor. For more information, refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

To create an event or alarm, the signal has to be configured. This is done using the Alarm and Event Configuration aspect on an object type or on the individual signal instance.

Object instances that generates events and alarms are recommended to be placed in the Functional Structure to have alarm lists that covers only parts of the plant. Building the Functional Structure on page 73 describes how to create an appropriate Functional Structure.

The configuration of an event or alarm can be done either on the signal type or on each instance. To define an event execute the following steps:

1. Select the device object for which alarm handling is required (either an instance or an object type). For example, SimpleOnOffMotor in the Object Type Structure.

2. Create a new signal called Motor_tripped of the type PLC Binary Type representing the signal for which alarm handling is required.

3. In the Alarm and Event Configuration aspect of the signal below the Event tab, select Is an event and Log status changes on.

4. Click Apply to save the changes.

The signal object is configured to generate an event when the value changes to on.

To see an event for a specific area, select the event list aspect for that area. To define an alarm for the object select the Alarm tab instead and configure the alarm.

An instance of the object type must be created and connected to the PLC to generate the event.

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Adding History Logging Section 4 Engineering

Adding History Logging

The Log Configuration aspect is used to create a history log of a value received from the PLC. The log can be defined on the signal instances or on the signal types. To define a log on a type (and by this for all instances), go to the Object Type Structure and select the type, for example SimleOnOffMotor, and add a Log Configuration aspect to the Signal object, for example the Motor_ON signal, then go through the following steps:

1. Select Add Property Log in the Log Configuration aspect.

2. Select the property that shall be logged in the list, and then select the log template OPC. For example, Single Log.

3. Click OK and click Apply to save the changes.

Fore more information regarding History refer to IndustrialIT 800xA, System, Configuration (3BDS011222R5021).

Adding Trend Display

An object type can have a default Object Trend that shows one or more signal values for the object. To add an Object Trend for all instances, select the object type and execute the following steps:

1. Create a Trend display aspect on the device object type, for example on the SimpleOnOffMotor object type.

2. Select the newly created Trend Display. Click the first field in the Object column. Click ... to browse for an object. Browse to the Motor_ON signal object and click OK.

3. A default property will automatically be selected. For example, Value property of the Motor_ON signal. It is possible to change this property by selecting another from the Property field.

4. Select TRIM as Log Name.

This log configuration will now be active on all instances for this signal object. To create a log on an individual object add and configure a Log Configuration aspect to an instance in the Control Structure.

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Section 4 Engineering Creating the Device Object Instances

5. Configure additional fields if required. Save the configuration by pressing the Save icon in the upper left corner of the table. The trend is now configured and will show up on each instance of this type.

For more information regarding Trends, refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

Creating the Device Object InstancesData from the PLCs are received by signal objects defined in the Control Structure. The signals are grouped below device objects representing devices in the factory. To be able to present the data in displays in Compact HMI 800, the device objects are equipped with graphics elements.

Device object types with corresponding signals, graphics elements and faceplates was created in the previous chapter. This chapter describes how these object types can be instantiated and connected to individual signals in the PLCs.

Before displays are built, the objects are moved to the Functional Structure where they can be easily addressed by the Graphics engine. For more information, refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

Creating Instances

To create device instances that can be utilized for data presentation, do the following.

1. In the Control Structure and select the OPC server for the PLC that contains the properties you want to access.

2. Right-click the OPC server and create a New Object. Select any object type, for example, SimpleOnOffMotor and enter a name (for example, M1).

Figure 31 shows the Control Structure:

3BSE040587R5021 67

Creating Instances Section 4 Engineering

To create several objects from one object:

1. Select PLC Connect Servers and then the Generic Control Network Configuration aspect. Use the icons as shown in Figure 32 to create or delete several objects.

Figure 31. Control Structure

Figure 32. Yellow Cubes for Object Creation and Deletion

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Section 4 Engineering Connecting the Instances to Real Signals

2. Click the yellow cube with the star and the dialog as shown in Figure 32.

3. Select the object type used when creating the instances.

4. Enter a name of the new object in the Name of the new object area.

5. Select the controller to which the object will be placed in the Controller drop-down menu.

6. Select the number of objects required in the Number of new objects area. If two or more objects should be created the Starting number area will be enabled. Enter what starting number the first object shall have. The maximum limit is 999 objects.

Connecting the Instances to Real Signals

The Signal Configuration aspect allows to connect each signal to the corresponding property in the PLC.

1. To connect the signals, select Connected in Variable connection field.

2. Click Browse to connect to the property in the PLC. See the Figure 34 below.

Figure 33. Create New Object

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Connecting the Instances to Real Signals Section 4 Engineering

3. Click Apply in the OPC browser window to save the changes as shown in

Figure 35.

4. Repeat the procedure for configuring each signal.

A signal can also be connected by adding the address string for the property.

Figure 34. Connect the Signals

Note that the Browse function is only available if the OPC server supports browsing.

Connected radio button Browse button

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Section 4 Engineering Connecting the Instances to Real Signals

5. To test the connection, select the PLC Connect Server objects and the Deploy

aspect. Click Deploy.

Figure 35. OPC Browser Window

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Connecting the Instances to Real Signals Section 4 Engineering

6. Click one of the signal object and select the binary PCA (Process Control

Aspect).

7. Select the Subscribe for live data check box to verify that data is retrieved from the PLC.

Another method to retrieve live data is to select the Object Dialog aspect, see Figure 38.

Figure 36. Deploy

Figure 37. Subscribe for Live Data

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Section 4 Engineering Building the Functional Structure

This retrieves live data from all the signals that are placed in this object. The alarm indication icon appears. It also allows the user to view if a signal is forced or not. Receiving live values for signals indicate that PLC Connect functions as required.

Building the Functional StructureObjects used to access data from the PLCs are placed in the Control Structure.The OPC server and PLC contain the retrieved properties based on this. To perform this, objects should be placed in the Functional Structure to reflect the functions in the plant. The objects in the Control Structure should be copied into the Functional Structure.

Building objects are described in IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

To create the objects in Functional Structure, execute the following steps:

1. In the Functional Structure, select the “<Plant name>” object.

2. Click the object and select the Name aspect. Change the name to the name of the Plant.

Figure 38. Alternative Way of Subscribing for Live Data

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Building the Functional Structure Section 4 Engineering

3. Right-click and select New Object from the context menu to add objects to define the structure of the plant. Select one of the objects in the list, give it a name and click Create.

Use the Bulk Data Manager (BDM) tool to move the device objects in the Control Structure to the Functional Structure.

4. Switch to the Control Structure and select the root object.

5. Open the Bulk Data Manager from Start > Programs > ABB Compact HMI 800 > Engineering.

6. In the Plant Explorer, right-click the BDM Place Objects aspect in the Functional Structure and select Edit and Check Out.

Figure 39. Control Structure and Functional Structure

Delete the data present in the spreadsheet in addition to the column headings.

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Section 4 Engineering Building the Functional Structure

7. Select one of the OPC servers objects (for example, Matricon OPC Server) in the Control Structure and drag and drop the values in the Bulk Data Manager. See Figure 40 below.

8. Move contents of column F to column E, select all texts in the column and cut it and paste it in column E. Deselect the items in column F and click Save all objects, a button located in the toolbar menu below Add-ins.

Figure 40. The Bulk Data Manager

Figure 41. Move from column F to column E

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Building the Functional Structure Section 4 Engineering

9. The objects will be placed in the Functional Structure.

10. Exit the Excel file and do not save the changes.

In the Functional Structure, the objects can be dragged and dropped to the preferred places.

Figure 42. Copied Objects

Figure 43. The Functional Structure

To add new objects, simply copy the new or changed objects from column F to column E.

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Section 4 Engineering Adding Process Displays

Adding Process Displays

Structures and relationships between displays, can be defined in the Functional Structure. The Device Instances that are created in the Control Structure, should additionally be placed into the Functional Structure.

Execute the following steps to create a process display:

1. Select the Plant object in the Functional Structure.

2. Right-click and select New object from the context menu.

3. Select the required object type and enter a name for the object (for example, MU1) and click Create.

4. Right-click the newly created object and select New Aspect from the context menu.

5. Select Graphics Display PG2 from the available list and click Create.

6. Right-click the aspect in the aspect area and select Edit from the context menu to open the Process Graphics Editor.

7. To add a device to the graphic, select View > Element Explorer.

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Adding Process Displays Section 4 Engineering

8. In the Element Explorer, select the Control Structure and then browse to the

object containing the graphic element. The graphic elements belonging to the object are displayed in the lower pane of the element explorer.

9. Double-click the graphic element to add it to the graphic display. The user can also drag and drop the graphic element to the graphic display.

10. Select View > Toolboxes to view the toolbox of the Process Graphics Editor. This allows the user to add graphic primitives to the graphic display.

To add a set of symbols to the graphic display, select Symbol Factory Bar (this primitive adds a bar item) or Symbol Factory Symbol (this primitive adds a graphic symbol such as motor, or valve) from Toolboxes > Special. Right-click the control and select Edit from the context menu to edit the symbol or bar.

Figure 44. Element Browser

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Section 4 Engineering Adding Trends

11. Select File > Save to save the graphic display.

For more information refer to IndustrialIT 800xA, Engineering, Process Graphics User Guide (3BSE049230R5021).

Adding Trends

Follow the steps below to create a Trend Display aspect:

1. Right-click the object to create the Trend Display and select New Aspect from the context menu.

2. Select the Trend Display aspect category.

3. Enter a name for the aspect and click Create.

4. Select the newly created aspect in the aspect list. Figure 45 shows the Trend Display.

There are several different aspect categories of Trend Displays, the Operator Trend, the Trend Display and the Object Trend.These categories are dependent on the user roles required to modify them (Operator- and Object-trend can be accessed by Show All in the new aspect dialog).

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Adding Trends Section 4 Engineering

The Trend Display uses the default Trend Template.

Figure 45. Trend Display

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Section 4 Engineering Adding Trends

5. In the Config View, select the required Trend Template.

6. To insert an object, execute one of the following:

– Click the Object Name column and enter the object name (or enter a dot).

– Select a signal from the Select Object dialog.

Figure 46. Select another Trend Template

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Adding Trends Section 4 Engineering

– Drag and drop the object in the Object Name column.

7. Select the Property and Log Name. Modify the data in other columns if required.

For more information regarding Trends, refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

Figure 47. Select Object Pop-Up Dialog

Press SHIFT while selecting property in the Property selection column. This displays only the logged properties.

If Log Name is not selected, SEAMLESS will be selected by default.

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Section 4 Engineering Adding Alarm and Event list for a Plant Area

Adding Alarm and Event list for a Plant Area

The Functional Structure can be used as a base for sorting alarms according to the functional structure of the plant. To configure an Alarm and event list that shows alarms for a specific part of the plant, execute the following steps:

1. In the Functional Structure, select an object for which an Alarm and Event list is required. This includes alarms of all the objects belonging to the selected object.

2. Right-click the object and select New Aspect.

3. Select the Alarm and Event list category.


For more information refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

Basic Navigation

Below the four most common ways to navigate are listed:

• Shortcuts make it easy to navigate to the most important and/or most frequently used aspects of different aspect objects. You can find different shortcuts in the Application Bar.

• To move back to the previous display click the Back to Previous Display button. If the button is disabled, it is not possible to go backward.

• By clicking the Aspect Menu icon in the Tool Bar the Aspect Menu will be presented. From the Aspect Menu you can navigate to different displays by clicking on your Aspect Favorites.

• From the context menu you can e.g. select an aspect, action or a referenced display for the object or aspect. The contents of the context menu may differ depending on which object or aspect you have selected.

For more information refer to IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

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Adding Shortcuts for Navigation

In Compact HMI 800, the navigation is done in an object oriented way. When defining shortcuts for navigation, these are available from all aspects of an object by just adding the shortcut to the object itself, once as an aspect.

This means that by adding a shortcut to the RC1 Robot Cell object, we can use the shortcut from all views of the cell. For example, to add a shortcut to RC1 that points to RC2, navigate to RC2 aspects from RC1 Graphical Display, RC1 Trends Display, RC1 Mechanical Drawing.

The figure below shows how the navigation works:

By adding a shortcut to the RC1 object, pointing to the RC2 Graphic Display, the RC2 Graphic Display can be accessed both from the RC1 Graphics Display and the RC1 Trend Display.

Added Shortcut

ResultingNavigation Functions

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Shortcuts in the Application Bar

A shortcut in the Application Bar is created to get fast access to any viewable aspect associated with a particular object.

To create a shortcut in the Application Bar follow the steps:


2. Open the Plant Explorer and expand the Workplace Structure.

3. Right-click the Workplace object and select New Aspect.

4. Select Application Bar Shortcuts category.


Figure 48. Application Bar Shortcuts

Application Bar Shortcuts

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6. Double-click the aspect to configure the Application Bar Shortcut. This displays a dialog as shown in Figure 49.

7. Click Add. This displays a dialog as shown in Figure 50.

Figure 49. Dialog Box for editing of Application Bar Shortcut

Figure 50. Application Bar Shortcuts Dialog Box

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8. Select the structure, object and aspect and click OK.

9. The shortcut is now added to the shortcut list. Repeat the above procedure to add more shortcuts.

10. Click Apply. Restart the configured workplace to activate the configuration.

Shortcuts in the Display Bar

Shortcut in the Display Bar is a shortcut button used for fast access to any viewable aspect associated with a particular object and its descendents.

The shortcuts in the Application Bar are associated with the Workplace, and are available at all times (no matter which Display you have selected). Shortcuts in a Display Bar are visible only if the Display containing this Display Bar is selected.

Shortcuts make displays related to, and of importance to, a certain display accessible by a simple click. This can be useful if a number of displays are to be shown in sequence. Then a click on the shortcut icon switches to the next display in the sequence.

To add a shortcut in the Display Bar follow the steps:

1. Log on as SysAdmin.

2. Open the Plant Explorer.

3. Add a Shortcut aspect to the source object from which the target aspects should be linked.

4. Double-click the aspect.

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5. Click Add and select structure, object and aspect in the dialog box. See Figure 51.

6. Click OK. The shortcut will be added to the shortcut list.

7. A Display Shortcut will be displayed in the Display Bar, to the right of the other tools. See Figure 52.

Figure 51. Add/Edit Display Shortcut Dialog Box

Figure 52. Display Bar Shortcuts

Display Shortcuts in a Display Bar

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Messaging ConfigurationThe messaging function is used to forward important alarms and/or events to user on the move. The messages can be forwarded using SMS, e-mail or paging services.

The example below shows how to configure the system to forward messages using the SMS distribution channel.

To configure the Messenger function, to send alarm and events using SMS messages, please go through the steps described below. For detailed configuration information use the help button in the corresponding aspects. Login as a SysAdmin to continue the process.

SMS Messaging Configuration

Use the shortcut buttons available to the right about the view for quick access to aspects referenced below:

1. Connect the phone or other SMS capable device to an USB or serial port on the server computer. Use the normal PC connection cable.

2. Install device specific drivers (normally downloadable from the device vendor). The drivers are installed using Windows new hardware detected wizard.

3. Configure the GSM carrier setup. Start SrvSetup.exe in the folder shown in Figure 53, double-click Services.inf.

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4. Select the preferred carrier, for example Telia - GSM.

5. Open the Computer Management tool by right-clicking on My Computer in the Start menu and select manage. Click Device Manager and expand Modems.

6. Select the port to connect the new device (normally Com3).

7. Configure the SMS device used to send the messages. This is configured in the aspect:

Figure 53. Configure GSM carrier

Figure 54. GSM/PCS carrier setup

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[Aspect System Structure]Aspect System Structure/Messenger/SMS Device/SMS Device:SMS Device

8. In the Services tab, you find the GSM predefined. Manually select the port being used (normally port 3).

9. In the General tab, activate Outbox and Inbox Spoolers.

10. To configure, click ConfigureSMSDevice and open the Ports tab. Click Add.

11. Select the Port that you got above (normally port 3), click Next.

12. Enter the phone number for the phone that is used including country code.

13. Enter the Initialization string for the phone (look in help for initialization strings).

For newer models of SonyEricsson phones use the Initialization command string:"AT+CBST=0,0,1;+CHSN=4,2,0,12" (omit the “ characters)

14. Go to the General tab and select the Activate Outbox Spooler and the Activate Inbox Spooler check box.

15. Configure the user that is supposed to receive the messages. This is done in the Message Subscriber and Message Schedule aspects on the user objects in the User Structure.

16. Define the alarms and events that should be sent as SMS messages by adding and configure an Alarm and Event list aspect that defines which messages that should be sent out.

17. To direct the messages in the list to be sent as SMS messages you need to configure a Message Handler and an Alarm and Event Message Source aspect on the same object as where the alarm list is located. (No shortcuts available.)

The Messenger Service must be disabled before configuring the SMS Device.

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18. When the configuration is completed, start the messenger service by enabling the service using the aspect:

[Service Structure]Services/Messenger Server/Basic:Service Group Definition

19. Test the messenger function. A message should be sent by SMS after generating an alarm that is displayed in the alarm list aspect.

e-Mail Messaging Configuration

The e-mail messaging function forwards alarms as an e-mail to recipients as specified in the system. The function is using the Internet information service, Default SMTP Virtual Server, on the server node to connect to an SMTP host that forwards the messages to the recipient. To configure the e-mail messaging follow the steps below.

1. To define which alarm list that should be the source for the messages create an Alarm and Event message source aspect on the same object as where the alarm list aspect is located. Configure this aspect to refer to the alarm list used as the source of the messages. To always send messages at least during the setup phase later, this is normally changed to send only. A message source is defined.

2. Next step is to make it possible for messages to be sent to a specific user. This is done by adding a Message Subscriber aspect to the corresponding user object in the user structure. In the configuration of the aspect, click New to define a method to send the message to the user. In the dialog select SMTP/e-mail and click OK. Enter the user’s e-mail address. The user will be able to receive mail messages.

3. To define when messages are sent to the user we need to create a Message Schedule aspect. In the configuration select Always Deliver messages during the initial configuration phase, this should be changed later to correspond to the required function.

Enable the function in the Message source tab in the Message Handler aspect.

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4. To link the messages from the messages source to the user, add the Message Handler aspect to the same object as where the message source aspect is defined. Click New to select to which user and through which user device these messages should be sent and click OK. Go to the Message source tab and select the message source aspect to be used as source.

Select Enabled and click Apply to save the changes. The messages that should be sent to which user and through which device are defined.

5. To define the information required to send e-mail messages from the system, open the Aspect System Structure and browse to the object Messenger > Email Device > Email Device and select the Email Device aspect. In this aspect specify the e-mail address of the system in From field. This e-mail address will be shown as the sender in the e-mail when it is received by the user.

6. The next field is the SMTP Relay server, which can be left blank because the Default SMTP Virtual Server is used on the server node to path the messages to an SMTP server according to the suggestion received from the DNS.

Audit TrailThe Audit Trail function is by default enabled in Compact HMI 800. To view the Audit Trail, open the Audit Trail List aspect on the plant object in the Functional Structure.

To enable / disable the Audit Trail function follow the steps below:


2. Open the Plant Explorer and expand the Admin Structure.

3. Select Administrative Objects > Domains > CHMI_ServerSystem > Audit Trail Config.

4. Double-click the Audit Trail Config aspect to open the configuration view.

5. Clear the selection in the Audit Trail active check box, and click Apply to disable the Audit Trail function.

6. Select the Audit Trail active check box. This enables the Audit Event Filtering area.

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7. Select the Log Generic Audit Events check box to log all the audit events that are predefined in the system without details.

8. Select the Log Selected Audit Event Classes check box to select the audit event message classes to be included.

9. Click Apply to save the changes.

Security ConfigurationThe default configuration contains a security setting valid for all objects in the system. This default configuration is available in Admin Structure > Administrative Objects > Inventory Object > Domain > [System Name] > Security Definition.

The default configuration provides permissions for Operators, Application Engineers and System Engineers.

Consider an example, where there are different groups of operators having different access rights to application areas. This can be achieved by adding a Security Definition aspect range on the particular object in the Functional Structure. Individual objects can also have extended protection by adding a Security Definition aspect with object range directly on the object.

For more information on configuring security, refer to IndustrialIT 800xA, System, Administration and Security (3BSE037410R5021).

Import/Export of Application from Compact HMI 800

Export of Controller Communication Application from Compact HMI 800

To export the controller communication definition part of a PLC Connect based application in Compact HMI 800, execute the following:

1. In the Control Structure, open the Import Export tool.

Re-authentication is required to apply changes in the Audit Trail Configuration if Advanced Access Control is activated.

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2. Drag and drop the PLC Generic Control Network object to the Import Export tool.

3. In the Add Item dialog, click OK. All instances are exported with dependencies, that is, the object types are included in the exported data.

4. Click Done in the Finished adding items dialog.

5. Save the afw-file onto a media by clicking the Save button in the Import Export tool.

Import of Controller Communication Application to Compact HMI 800

Manually create PLC Controller Type objects representing the controllers in the Compact HMI 800 system. This should be done because the configuration of these objects are dependent on the installation of the drivers in the node. This object should be created for each controller.

When all controllers are created and configured, continue with the steps below:

1. Copy the afw-file containing the stored configuration to the Compact HMI 800 hard disc.

2. Double-click the file to start the Import Export tool.

3. Select the Object Type Structure in the Import Export tool.

4. Right-click the PLC Object Types Object and select import and then Finish.

5. Select the Control Structure in the Import Export tool. Browse to the PLC Controller Type objects.

6. Select the objects in PLC Controller Type.

7. Right-click and select Import from the context menu.

8. In the Importing dialog box, select Import Options and remove the selection Include Dependencies.

9. Click Finish.

10. When asked for the restore path (Do You want to place manually) select Apply to all Items and Yes.

11. In the Placements dialog right-click on the controller object and select new insertion point.

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12. Select the location of the PLC Controller type object in the Control Structure and click OK.

13. Click OK for each imported item.

14. Before the objects will start communicating a deploy has to be done on the PLC Connect Servers object (in the Control Structure).

Hardware and Software SupervisionTo supervise the PC hardware, network components and the running software it is possible to use the PC network and software monitoring functionality (PNSM).

To configure PNSM go though the following steps:

1. To create object to represent the PC nodes in the system their is a tool available in the start menu ABB Compact HMI 800-Asset Optimization-PC, Network and Software Monitoring-Basic Computer Monitoring Configuration Tool. Open the tool and press the Start button, this will create objects in the Control Structure below the IT Server-Basic Computer Monitoring. These objects represents the PC computers that are part of the system.

2. To get an object supervising the software services running in the server go to the Control Structure and select the server node and right-click to create a new object. Select the IT assets-Computer nodes-PPA Nodes-800xA Combined AS-CS type, enter a name and create the object.

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Section 5 Operation

This section describes how to operate the Compact HMI 800. Also refer to IndustrialIT 800xA, System, Extended Operation (3BSE036904R5021) and IndustrialIT 800xA System, PLC Connect, Operation (3BSE035040R5001).

Workplace Layout and ToolsBelow is an overview of the default screen layout for the Operator when using Compact HMI 800 and a description of available tools and their use. The default workplace is the “HMI Operator Workplace 1 Screen 1920*1080”.

The Operator Workplace window is divided into four main parts, all of which are described in this section.

• Application bar. It contains information that must be present all the time, regardless of what displays are shown. One example is the alarm line. Tools in the application bar influence the system or handles aspect objects. Some of the tools are very useful for navigating.

• Display bar. It influences the display area only and is the main area for navigation between displays. It changes when the base display is changed.

• Display area. It is used to present the different types of displays.

• Status bar. The status bar contains information regarding the process control system. The Status bar is not configured to be visible in the Operator Workplace for the Compact HMI 800.

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The Operator Workplace can be configured per user or user group, which means that all users can have different or identical layouts according to their preferences. The figure below shows the different areas in a workplace.

Application Bar

The Application Bar occupies the top area of the Operator Workplace window. See Figure 55. The Application Bar is used to show information that should be visible all the time. It has two parts the Fixed displays (upper) and the Tool bar (lower) area.

Figure 55. The Application Bar

Status Bar

Display BarTool BarFixed Display

Panel

Application Bar

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The fixed display area has the following functions listed and described below as they appear from left to right. On the very top of the Application bar there are four fields. From left to right they are:

• Fixed Process DisplayFixed Process Display is used to get fast access to information about the different parts of the plant.

• Alarm Band The Alarm Band provides a summary display for selected alarm lists. It provides a link to the corresponding alarm list display. The number on a button (e.g. 1 for Process Alarms) represents the number of currently unacknowledged alarms. The color of the button shows the highest priority of an alarm presented at the moment. To go to an alarm list, click on the button.

• Alarm LineThe Alarm Line is an Alarm List, specially configured to show the three latest process alarms. Figure 56 shows an example of an Alarm Line.

• ClockShows the system clock.

• ABB logoCan be configured.

Below the fixed display information described above, the following tools are available:

• Object searchFast access to object with a specified name, or part of a name.

• Find toolAccess to an search tool for object and aspects.

Figure 56. Alarm Line

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• Process AlarmClick on the Process Alarm List button in the Application Bar to see a list of all process alarms.

• Process EventsClick on the Process Event List button in the Application Bar to see a list of all process events.

• System AlarmsShows alarm from system hardware and software, not from the control application.

• System EventsShows events from system hardware and software, not from the control application.

• System Status ServicesSystem Status shows a list of status information for system services in the Service Structure.

• System Status ControlSystem Status shows the status of the hardware in the Control Structure. Possible problems in the control hardware can be detected.

• External Alarm SilenceClick on the Silence Alarm List button in the Application Bar to silence all external alarms.

• Toggle full ScreenToggles the workplace between full screen and window mode.

• Enable/Disable remote access to this workplaceDefines if it should be possible to bring up displays from other workplaces on this workplace.

• Filter selectionMakes it possible to define the active aspect filter for the workplace.

• Filter configurationGives access to reconfiguration of filters.

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• Toggle BrowserThe Toggle Browser switches the Object Browser on and off. When it is switched on, the Object Browser is opened in a pop-up window. It is then possible to browse the object structures. The tool has two states - up and down. When the button is down the Object Browser is displayed in a separate window. When the button is up, the Object Browser is closed.

• Aspect Menu (Favorites)Use the Aspect Menu tool to group and organize the most visited aspects for fast navigation. Click on the icon and the Aspect Menu will be presented at the configured position on the screen.

• Print screenPrint Screen is used to print the Operator Workplace contents. The screen where the tool is clicked will be printed.

• Close All OverlapsClick on Close Overlaps to close all overlap windows.

• HelpAccess to the online help.

• About boxShows the installed products and versions.

• Close WorkplaceClick on Close Workplace to close the Workplace.

Display Bar

The Display Bar, see Figure 57, can be used to control and identify the contents of the Display Area.

Figure 57. Display Bar

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• Back to Previous Display shows the previous display.

• Forward to Next Display shows the next displays.

• Aspect History List shows a list of the most recently viewed aspects or type of information (the latest used displayed on top).

• By dragging an aspect to the Drop Target, it will be displayed in the Display Area.

• The Pinned Tool pins the display like a note on a billboard. The display can not be changed by clicking on the Backward or Forward button, or drop a display on the Drop Target tool. To enable change of display, you first have to remove the pinning of the display.

• Main View shows a drop-down menu of the other available views of the aspect you have selected. If placing the cursor on the View Selector, a tooltip will show the current view. This is normally not relevant for operators.

• Shortcuts provides shortcuts to specific displays. Shortcuts can be added and configured to point out specific displays.

To change the display in the Operator Workplace window, begin by placing the pointer in the main Operator Workplace window or a pop-up display, where you want to change display. Click once with the left mouse button. The Title Bar will be high-lighted (marked). Change the display in this selected display area by using one of the ways listed above.

Panel Area

The Panel is the main area for displays.It is used to show a view of an aspect (a display), and can be used to present information like process displays, trend displays, alarm lists, etc. Displays can appear as base displays covering the entire Display area or as one or more overlap displays. The tools in the Display bar can be used to control and identify the contents of the Display area.

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Status Bar

The Status Bar, see Figure 58, occupies the lower part of the Operator Workplace Window.

• The Operator Message List shows a list of all Operator messages from the control system.

• The Current User Tool shows who the current user is.Users have different roles and privileges depending on security settings. The log-over function can be accessed from this too.l

Navigation

General

The Operator Workplace in the Compact HMI 800 contains a default set of tools to navigate among structures, aspects and objects.

This section includes recommendations of how to use these tools to navigate through displays. The recommended tools and methods are adequate for most applications.

In the Compact HMI 800 the basics for presenting information from the system is based on the Aspect Object concept. All information is treated the same way regarding navigation etc.

An operator working with the Operator Workplace wants to, in an easy way, address and find for example graphic displays, faceplates, trend displays and alarm lists.

A process industry site is often divided into different process sections, where the top level display shows an overview of the entire section with details. Underlying details may be accessed via the top level display or via other tools.

Figure 58. The Status Bar

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Recommended Tools for Navigation

The basic recommended tools for navigation between displays are presented below. For more information, refer to Workplace Layout and Tools on page 97 and IndustrialIT 800xA, Operations, Operator Workplace Configuration (3BSE030322R5021).

Start Display

At log in as an Operator, the start display will be presented on the screen. It is recommended to program one of the functional keys F1-F12 or the HOME key to bring up this display.

Fixed Process Display

The fixed display gives fast access to different information about the areas in the plant. A single mouse click brings up the default process display for the clicked object. A right-click gives access to all other aspects of the objects.

Display Links (Aspect links)

In a Process Graphics display, links to other displays may be defined. These display links are configured when the Graphic Display is built. The links may lead to other Graphic Displays, trend displays or alarm lists etc. With this feature it is possible to define hierarchies and/or find the next display. Left-click on a display link to bring up next display (graphics, an alarm list etc). Right-click to select among other available aspects of the linked object. A special case of Display link is when you open another display by left clicking on an object. Normally that is the Faceplate for the object, but it might also be configured to be another Graphics display, a trend display etc. See also Context Menu on page 105.

Shortcuts in the Display Bar

As an alternative to use display links built into the display, shortcuts can be defined in the display bar. These shortcuts are placed to the right of the standard tools in the display bar. Each display has its own set of shortcuts, unlike the shortcuts in the Application bar that are always available. The shortcuts in the display bar also have the advantage to inherit underlying displays (aspects).

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Left-click on a shortcut to bring up next display (graphics, alarm lists etc). Right-click to select another available aspect under the linked object.

Shortcuts in the Application Bar

Shortcuts in the application bar works basically in the same way as shortcuts in the Display bar. These shortcuts are also typically defined by the Application Engineer and show up to the right of the standard tools in the application bar. Application bar shortcuts remains as you switch displays and no inheritance occurs. Shortcuts in the application bar is an alternative or a complement to Hot Keys.

In the Application bar, there are a number of shortcuts by default.

Context Menu

By right-clicking an object in a display (or alarm list etc), a list of aspects associated to the object is presented. If right-clicking the background, a list of underlying displays is presented, provided that they are configured to show up.

By left-clicking an object, the default aspect of the object is invoked. Normally that is the Faceplate for the object, but it might also be configured to be another Graphics display, a trend display etc.

Hot Keys

A Hot Key is a specific predefined key combination (or a single key) that perform a specific function. For example opening an aspect view, activating a verb or accessing an object.

Function keys F1-F12 or any standard key can be configured to bring up displays, typically different sections of the plant and / or to important displays.

The hot keys operations can be global, i.e. independent of selected or highlighted object or affect the selected or the highlighted object.

There is a difference between a selected and a highlighted object. Current selection is displayed in the Object Shortcuts tool. Selection is set for example when clicking a Graphic Element in the object browser.

An object is highlighted when placing the mouse pointer over a graphic element.

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The following tables show available predefined Hot Keys in the Operator Workplace.

Table 6. Workplace Hot Keys

Hot Key Operation

ALT+HOME Show Cursor

CTRL+F Find tool

CTRL+SHIFT+3 All process alarms

CTRL+SHIFT+4 All process events

CTRL+SHIFT+5 System alarms

CTRL+SHIFT+6 System events

CTRL+SHIFT+7 System status

CTRL+SHIFT+S Direct external alarm silence

CTRL+ALT+F4 Close all overlaps

ALT+F4 Close Active Window

F1 Context Sensitive Help

CTRL+SHIFT+F1 Show hot key map

Table 7. Selected Object Hot Keys

Hot Key Operation

CTRL+G Show Object Type

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Simple Scenario for Navigation

The simple scenario below shows some examples of navigation (the scenario is not available in the product) in Compact HMI 800.

• Display 1: Overview containing 3 tanks (each representing a section of the plant).

• Display 2: Contains details for the tank 2.

• Display 3: Contains details, the faceplate, for pump 2 in the tank 2 display.

1. At start up, Display 1 is shown.

2. A few alternatives are available to go to display 2 from display 1:

a. Left click on tank 1 (tank 1 is displayed as a graphic element and the Display 2 is the default aspect of tank 2).

Figure 59. Navigation Scenario

Display 1

Display 2Display 3

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b. Press F6 functional key (F6 configured as a key shortcut) to show Display 2.

c. Left click on the Display Link in Display 1 (the Display Link is referring to Display 2).

3. To go to Display 3, alternatively:

a. Press F7 functional key (F7 configured as a key shortcut) to showDisplay 3.

b. Left click on the Display Link in Display 2.

4. To go back to Display 1, alternatively:

a. Press F5 functional key (F5 configured as a key shortcut) to showDisplay 1.

b. Click on previous Display in the Display tool bar.

c. Use the Display history tool in the display bar.

Faceplate UsageA Faceplate is a process dialog for supervision and control.

The most common method to open the faceplate for on object is to left-click on the object in a graphic display.

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A faceplate can have up to three different views. Possible views are:

• Reduced View. This view is optimized to be as small as possible, and yet cover the most used commands and the most important information on an object.

• Faceplate View. This is usually the default view. It is larger than the reduced faceplate, and contains more information and normal operator commands.

• Extended View. This view usually has two groups of tabs with additional process information and functionality. This view is used to display the maximum amount of information and is intended for the process engineer or the advanced operator.

The active Faceplate view is indicated at the bottom of the Faceplates, the corresponding view selection button is pressed. A non-existing view has the corresponding view selection button disabled.

Figure 60. Graphic Display

Click here to open the faceplate

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The different views are presented in the figures below:

Figure 61. Reduced Faceplate and Faceplate View

Figure 62. Extended Faceplate

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Section 5 Operation Trends

TrendsThe Trend Display can present data seamlessly from both run-time and historical data. When a Trend Display for an object is selected all available data can be viewed via the trend. This also means that it is possible to move the time range back and forth without worrying about where data is coming from provided that the seamless function is enabled in the Trend Display.

The Trend Display can hold a number of Trend Traces and it is possible to trend any numerical property. It is possible to insert new traces for comparison with the existing in all trends but the modified trend can only be saved if it is an Operator Trend.

Functions for rulers, time zooming, magnifying glass etc. are available in the Trend Display. The time-offset function can be used to trace a signal in real time and compare it with values from yesterday. It is possible to present trend relationship between two values as XY plots.

Trend Usage

The two most common ways to access a Trend Display for an object are from a shortcut in the Application Bar or from the context menu.

The Trend Display is divided into three areas: the Trend Area, the Tool Bar and the Trend Table. See Figure 63.

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Different tools are provided to be able to modify the view of the traces in a variety of ways. Examples are: Dragging the Split Bar, which is located between the Tool Bar and the Trend Table, to desired size. Possibilities to enlarge the Trend Table to visualize all rows in the Trend Area.

There is also a set of keyboard shortcuts that can be used to modify the Trend Area.

The Trend area is edge (border) sensitive. Clicking in the trend area and drag it over the grid edge, the Trend Area will starts to scroll in that direction.

Each trace can have its number drawn in the Trend Area to help identify the different traces. The number can be drawn above, below or centered on the trace.

When right-clicking in the Trend Area a pop-up configuration menu is displayed. Please note that this also can be configured on the Trend Template.

For more detailed information regarding Trends refer to the IndustrialIT 800xA, System, Extended Operation (3BSE036904R5021).

Figure 63. Trend Display

Trend Areas

Trend Tool Bar

Trend Table

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Section 5 Operation Alarm and Event Usage

Alarm and Event UsageAlarms and events from the process and the control system itself can be viewed and acted upon in the Operator Workplace via lists, alarm summary indication etc. The main difference between an alarm and an event is that an alarm normally requires an action by an operator, e.g. acknowledge. An alarm list only includes the alarms that an operator needs to pay attention to, normally unacknowledged and still active alarms. Some alarms may be hidden, which means that they will not be included in the standard alarm list.

Hidden alarms can still be viewed in the event list. Typically alarms generated as a consequence of another alarm or other alarms that are irrelevant for the operator in the current process operation mode may be hidden. An event list includes the history for both alarms and events. Alarms or events can have different priorities that are indicated by different colors in e.g. lists.

Process alarm and event lists can either include all process alarms or alarms for a specific part of the process down to a single process object.

The following pre-configured lists exist to view different types of alarms and events:

• Process alarm list displaying all process alarms except hidden alarms.

• System alarm list displaying all system alarms for the Compact HMI 800 system.

• Process event list displaying the process event history.

• System event list displaying the system event history.

• Alarm lists on standard process objects displaying the alarms for the object.

• Event lists on standard process objects displaying the event history for the object.

Process Alarms

Process Alarms are alarms that are generated from the process, such as failure in a valve or pump or an overpressure in a tank.

Examples of how to access different Alarm Lists are listed below.

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Alarm and Event Usage Section 5 Operation

• Click on the Process Alarm List button in the Application Bar to see a list of all process alarms, see Figure 64.

• Click on the Alarm List shortcut in a faceplate to see a list of alarms for a specific object, see Figure 65.

• Click on an Alarm Band button to see a list of all alarms, Figure 65 for a specific process area, see Figure 64. For more information about Alarm Band see Alarm Band on page 116.

• From an Alarm Line in the Application Bar using the context menu (see Figure 64).

Figure 64. Accessing the Process Alarm List

Alarm Band Button Alarm Line

Alarm List Button

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Below an example of a Process Alarm List.

Right-click on an alarm line to bring up the context menu. From the context menu you can perform actions on the alarm, or access any aspect of the object in the alarm state.

You can acknowledge alarms for an object in the following ways:

• By clicking on the Ack State box for the alarm in the list.

• By right-clicking on an alarm land selecting Acknowledge (all alarms for that object will be acknowledged) or Acknowledge Selected (only the selected object will be acknowledged) from the context menu.

• By selecting one or several alarms in the alarm list and clicking the Acknowledge button (green check mark).

• By clicking on the alarm status button in a faceplate.

• By using the Hot Key CTRL+SHIFT+Q (all active alarms will be acknowledged).

Figure 65. Process Alarm List

To be allowed to acknowledge an alarm you need to be granted permission for this operation. Default permission to acknowledge is Operate.

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Alarm Band

The Alarm Band provides a link to the Alarm List Display. The number within the band represents the number of unacknowledged alarms. The color of the band represent the highest priority alarm present. Click on the Alarm Band (button) to go to the Alarm List.

A red cross over the Alarm Band indicates that the alarm band does not have contact with any server. If the cross is orange some server providing alarms is not accessible.

If the button looks like in the figure above (Figure 66), the alarm band has lost contact with some server (partially connected). In this case it is still possible to for example make acknowledge.

System Alarms

System Alarms are alarms generated from the Compact HMI 800 System, such as network problems, file system errors or server errors. In many cases these alarms need to be taken care of by your system administrator. There are several ways to access the System Alarm List for an object. The following are some typical examples:

• from the System Alarms button in the Tool Bar.

• from an Alarm Line in the Application Bar using the context menu.

• from an Alarm Band button in the Application Bar (Figure 67).

Figure 66. Alarm Band

Alarm Band

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Figure 67. Accessing the System Alarm List

Figure 68. System Alarm List

System Alarm Band

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Process Events

There are several ways to access a Process Event List for an object. The following are some typical examples that may be configured:

• from an Event Line in the Application Bar using the context menu.

• from the Process Events List button in the Tool Bar.

System Events

There are several ways to access a System Event List for an object. The following are some typical examples that may be configured:

• from an Event Line in the Application Bar using the context menu.

• from the System Event List button in the Tool Bar.

Figure 69. Process Event List

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Section 6 System Preconfiguration


On the client machines only user Operator is visible on the Windows Welcome screen. On an Operator logon, the Operator Workplace opens in a full screen mode. The tools necessary for a Compact HMI 800 Operator are presented in the Application Bar of this workplace.

The Operator is only allowed to see the Functional Structure in the Plant Explorer. Default filter for the Operator is Process Operation Filter.

On the server machine, users Operator, AppEng and SysAdmin are visible on the Windows Welcome screen.

Operator behaves in the same manner as on the client, as the server machine acts as a client as well.

AppEng is allowed to see the following structures in the Plant Explorer: • Functional.• Control.• User.• Object Type.

Default filter for the AppEng is HMI Engineering Filter. The HMI Engineering Filter includes the aspects that are needed for engineering the Compact HMI 800 system.

SysAdmin has no restrictions.

Full backup of the system is scheduled to be once a week. The backups are saved on C:\BACKUP.

Log-over and Audit trail are as default enabled in the Compact HMI 800 system.

Compact Control Builder is installed and ready to be used for AC 800M configuration tasks.

The AC 800M OPC Server is installed and the connection for this server is configured in the Plant Explorer. Alarm and event services can be connected to the AC 800M controllers See Connectivity to AC 800M on page 44.

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License server software is installed on the server machine. License clients are installed on the client machines. License server is loaded with a license file which provides correct functionality of the system. The client machines use the server machine as their license server.

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Section 7 Administration Adding New Users

Section 7 Administration

This section describes how to add users, make a Backup and Restore and other system administration and maintenance tasks. Also refer to IndustrialIT 800xA, System, Administration and Security (3BSE037410R5021).

Adding New UsersThe Compact HMI 800 product is set up to run in Workgroup in Windows. Three user roles (User Groups) are defined at delivery: Operator, AppEng and SysAdmin. All these are given the same passwords during installation, see Table 3, Predefined Users on page 44.

To add a new user to the Compact HMI 800 after it has been created in Windows, follow the steps below:


2. Select Start > Programs > ABB Compact HMI 800 > System > Configuration Wizard to start the Configuration Wizard.

3. Select System Administration > System > Users.

4. Click Add Windows Account and add a user.

5. Click Next and Finish.

To add a user to a new group do as follows:


2. Select Start > Programs > ABB Compact HMI 800 > System > Configuration Wizard to start the Configuration Wizard.

3. Select System Administration > System > Users.

4. Select the user and move a group from Not member to Member.

All Users and groups has to be created in all the Compact HMI 800 nodes with the same spelling and passwords

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Backup and Restore Section 7 Administration

5. Click Next and click Finish.

Backup and RestoreIt is recommended that the Compact HMI 800 server is equipped with two hard drives, one that is used for the runtime data of the system (disk C), and the other for backups (disk D).

System Backups are configured as full backups of the Compact HMI 800 system and are scheduled to be executed once a week. The backup images are saved by default on the drive C. It is recommended to change this setting to the D disk if available. this can be done in the Storage tab in the Backup definition aspect described in the next chapter.

Backup and Restore of Configuration Data

To backup the configuration data of the system follow the steps below. Note that the data for the applications that are not integrated in the system, needs to be backed up separately.


The Windows user must be a member of the Industrial IT User group to use the Compact HMI 800.

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Section 7 Administration Backup and Restore of Configuration Data

2. In the Maintenance Structure, expand the object backup definitions. Select the Backup definition aspect as shown in Figure 70.

3. Select the Summary tab and click Start Backup to start the backup procedure.

4. Click OK to start the backup. This also displays the status of the backup process.

Restore System

To restore the system go through the following steps.

1. In the Configuration Wizard, select Restore System and click Next.

Figure 70. Plant Explorer Workplace - Maintenance Structure

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Backup and Restore of Configuration Data Section 7 Administration

2. If the backup does not show up in the window, click select Path, and add, and then browse to the folder shown below.

3. Click OK to proceed.

4. Select the backup and click Next. (If the change of Computer Name has been done before the system has been configured, use the restore dump available on the DVD supplied in the Compact HMI 800 delivery (another path needs to be added)).

5. Select Generate New System ID and enter the system name. For example, HMI Server55 System and click Next.

Figure 71. Backup Folder

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Section 7 Administration Backup and Restore of Configuration Data

6. Click Next and then click Finish.

Figure 72. System Directories Selection

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Store Controller Application in the System Section 7 Administration

7. Wait until the restore is complete and then click Exit.

Store Controller Application in the System

To include controller configuration data, or other type of information in the automatic system backup, the data can be stored in the File Viewer Aspects.

To do this follow the steps below:

1. Create a zip-file containing all files included in the controller application.

2. Log in as user AppEng and open the Plant Explorer.

3. Select an object that represents the part of the plant that the control application covers. For example, a plant section object in the Functional Structure.

4. Right-click the object and select New Aspect.

Figure 73. Node Configuration

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Section 7 Administration Other Maintenance

5. Select the File Viewer aspect and enter a name. For example, Control Application 1.3-2006-05-23.

6. Right-click the selected aspect and select Config View.

7. Click Attach in the Public Document part of the window, and browse to the newly created zip-file. Select the file and click Open.

8. The file is now stored in the system and will be part of any future system backup.

Other Maintenance

Check for and Install Latest Software Updates

It is important to check if there has come any software updates to the installed Compact HMI 800 software. To make sure that the latest software versions are used in the Compact HMI 800, this can be done by checking the document IndustrialIT System Base SV 5.x System Software Versions (3BSE037782R5001) in ABB library, which lists the latest releases of relevant software from ABB. The document can be found by using Google.The document includes a chapter describing which software modules that are used by the Compact HMI 800 product.

By comparing the versions of the software modules listed in the document for Compact HMI 800, with the versions shown in the computer under Add Remove Programs in the Control Panel, the versions can be verified.

If there is a newer version listed than what is installed, this software should be downloaded and installed in each node where there is an older version of the software installed. This is done in the following way:

1. Stop the Compact HMI 800 system services on the server (described in To Stop and Start the System on page 128).

2. Download and install the software updates in all nodes connected to the server. The document referenced above contains information from where the software can be downloaded.

3. Start the Compact HMI 800 system (described in To Stop and Start the System on page 128).

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To Stop and Start the System Section 7 Administration

To Stop and Start the System

The Compact HMI server nodes contains a set of software services that are running continuously in the background in the computer. These services are often referred to as the system or Compact HMI 800 system. During some maintenance activities it is necessary to stop and start these services. This is described below. When switching on the power to a Compact HMI 800 server the system is automatically started.

Stop System

To stop the system without switching off the power follow these steps:


2. Open the Configuration Wizard (Start > Programs > ABB Compact HMI 800 > System > Configuration Wizard).

3. In the dialog above select System Administration.

4. Then click Next and Next again.

Figure 74. Configuration Wizard Main View

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Section 7 Administration To Stop and Start the System

5. In the window below select Systems and press Next.

6. Select Stop and press Next and then Finish.

7. Wait until the system has stopped. (the dialog in step 2 shows up).

Start System

To start the system without switching off and on the power follow these steps:


2. Open the Configuration Wizard (Start > Programs > ABB Compact HMI > System > Configuration Wizard).

3. In the dialog above select System Administration.

4. Then click Next and Next again.

5. In the window below select Systems and press Next.

6. Select Start and press Next and then Finish.

7. Wait until the system has started. (The dialog in Step 2 is displayed).

Figure 75. Select Systems

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Autonomous Redundancy Setup Section 7 Administration

Autonomous Redundancy Setup

Compact HMI 800 supports an autonomous redundancy scheme. This means that two Compact HMI systems are running in parallel accessing the same controllers. One of the systems are considered to be the main system and the second is the backup system.

All configuration changes should be done in the main system and then transferred to the backup system by using the system backup function.

The setup of an autonomous redundancy configuration is done by the following main steps:

1. Make a system backup of the configuration in the main system.

2. Install another set nodes with a Compact HMI 800 system, with other node names and IP addresses. If needed change the windows computer names and IP addresses in the backup system, including restore of the backup created in Step 1.

Step 1 and Step 2 are described in more detail in the chapters Backup and Restore of Configuration Data on page 122 and Change the Windows Computer Name in the Server Node on page 130.

Change the Windows Computer Name in the Server Node

To change the Windows Computer Name of the Compact HMI 800 Server node after installation and configuration, please go through the following steps:

1. Make an image backup of the node, using the Norton Ghost or similar software

2. Make a system backup (will be restored in a later step) as described in Backup and Restore of Configuration Data on page 122.


4. Stop the system as described in To Stop and Start the System on page 128.

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Section 7 Administration Change the Windows Computer Name in the Server Node

5. Delete the system, by opening the Configuration Wizard (Start > Programs > ABB Compact HMI 800 > System > Configuration Wizard).

6. Select System Administration and click Next, and then Next again.

7. Select System Start, Stop or Delete and press Next.

8. Select Delete System on a Node and click Next.

9. Be aware of that all configuration data will be lost if you proceed and has not done step 1 and 2.

10. Click Next and Finish.

11. Now wait until the system has been deleted (the dialog in step 6 shows up, with some fewer options), then Exit the Configuration Wizard.

12. Restart the computer and log in as SysAdmin.

13. Now change the Windows Computer Name and if needed the IP address of the computer. Remember to update the Host file (in both server and clients). (“C:\WINDOWS\system32\drivers\etc\hosts”).

Figure 76. Select Type of Configuration

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Change the Windows Computer Name in the Server Node Section 7 Administration

14. The server address for the license system has to be adjusted. To do this open Start > Programs > ABB Compact HMI 800 > System > Licensing > License Status Viewer.

15. Select Tools > Change CLS Machine, to get the dialog below.

16. Enter the new name e.g. “HMI-Server55” and press Apply and exit the License Status Viewer.

17. Restart the computer and log in as SysAdmin.

18. If you are using the AC 800M OPC server, open the OPC server configuration dialog and disconnect and connect each of the controllers once. After this save the configuration.

19. If you are setting up an autonomous redundant backup system (otherwise skip this step) please copy the backup files from the main system server (typically from folder located on "Backup Disc:\Backup" in the server workplace) to the backup system server (same location).

20. Open the Configuration Wizard and select Restore System and click Next.

Figure 77. Change CLS Machine

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21. If the backup shows up in the window go to step 22. If the backup does not show up in the window, click select Path and add, and then browse to the folder shown below.

22. Click OK and then OK again.

23. Select the backup that was done in Step 2 (or that was copied from the main system, if you are setting up an autonomous redundant backup system), and click Next. (If the change of Computer Name is done before the system has been configured, use the restore dump available on the DVD supplied in the Compact HMI 800 delivery (another path needs to be added)).

24. Now select Generate New System ID and enter the system name e.g. “HMI Server55 System” and press Next.

Figure 78. Backup Folder

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25. Press Next in the dialog below, and then Finish.

Figure 79. System Directories Selection

Figure 80. Node Configuration

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26. Wait until the restore is complete and the press Exit.

27. After restoring the backup the systems references to the OPC servers should be reconfigured to make sure that the correct OPC servers are used. To do this follow steps a-e below, for each OPC server.

a. Open Plant Explorer and go to the Control Structure.

b. Click on each of the objects of the type PLC Controller Type and select the PLC controller configuration aspect as shown in the figure below.

Figure 81. OPC reconfiguration

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c. Click the Edit Driver button and the dialog in the figure below is displayed.

d. Click the Update button and select the OPC server to be used as shown above.

e. Click OK and then Apply to save the new configuration.

28. Select the object PLC Connect Servers and the Deploy aspect.

29. Click Deploy.

30. When deploy has ended, the Node name change for the server is completed.

31. If clients are connected to the server each client needs to be updated as described in the following four steps:

a. Log in as SysAdmin in the Client.

b. Open the Hosts file using Notepad and update the file with the new name of the server.

c. Restart the client.

d. Connect the client to the system server as described in Connect and Disconnect Client Nodes on page 137.

Figure 82. Communication parameters

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Section 7 Administration Change the Windows Computer Name in the Client Node

Change the Windows Computer Name in the Client Node

To change the Windows Computer Name of a Compact HMI 800 Client node please go through the following steps


2. Disconnect the client form the servers as described in chapter Connect and Disconnect Client Nodes on page 137.

3. Change the Computer Name and or IP address of the client.

4. Update the Hosts file in the client and the server with the changes (“C:\WINDOWS\system32\drivers\etc\hosts”).

5. Remember that if the name of the server has been changed, the License Status Viewer should be opened, and the CLS machine be changed.

6. Connect the client to the server as described in chapter Connect and Disconnect Client Nodes on page 137.

7. The node name change of the client is now ready.

Connect and Disconnect Client Nodes

Client nodes have to be connected to the system. This is done in the following steps:

1. Connect the client node to the network.

2. Log in on the server node as SysAdmin.

3. Start the Configuration Wizard.

4. Select System Administration and click Next, and then Next again.

5. Select Nodes and click Next.

6. Select Add Client and click Next.

7. In the dialog shown below select the client to be added e.g. HMI-Client01.

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Connect and Disconnect Client Nodes Section 7 Administration

8. Click Next and then Finish.

9. The client has now been added.

Disconnect a Client

To Disconnect a client from a system go through step 1-5 above, and then continue with these steps:

1. Select Remove Client and click Next.

2. In the dialog below select the client to be removed.

Figure 83. Add a Client Node

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Section 7 Administration Upgrade to 800xA from Compact HMI 800

3. If the client exists on the network, keep the switch Update Node selected. If the

client is not available on the network remove the switch.

4. Click Next and then Finish.

5. The client has now been removed.

Upgrade to 800xA from Compact HMI 800

The Compact HMI 800 can easily be upgraded to an 800xA system. This is done in the following steps:

1. Purchase and download the registered 800xA license.

2. Download the 800xA license and install it in the system using the License Entry application available below Start > Programs > ABB Compact HMI 800 > System > Licensing.

Figure 84. Remove a Client Node

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Defragmentation Section 7 Administration

3. Get the 800xA install DVDs and Install and load the additional extensions needed

4. The 800xA System is now ready to be used.

Defragmentation

Defragment the hard drive regularly. This helps keeping the good performance of your computer.

Virus

Do not connect the computers directly to the internet. The computers must be protected behind a hardware firewall. Refer to the section about computer security in the IndustrialIT 800xA, System, Administration and Security (3BSE037410R5021) instruction.

Windows Update

Update Windows regularly. This helps keeping the good performance of your computer and the stability of your software.

This must be done in a secure manner, as recommended below.

The system administrator or a central engineering department can make the updates available on a dedicated distribution server on the office or corporate network by installing them from CD/DVD, or by downloading them from a trusted server e.g. on the Internet.

Save of OPC IP Address for PLC Connect

Open the OPC server interface and connect your PLCs in the Add Your PLCs. When all PLCs are connected and the communication is verified, click File and Save configuration. To enable the Autostart, click Settings and Autoload Configuration. When the pop-up window shows up, check the Enable Autoload Configuration check box, and use the browse interface to locate your saved configuration. All your PLCs are now stored in a file, that is pre-loaded in the OPC-server at computer startup.

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Section 7 Administration Using Virus Protection with Compact HMI 800

Using Virus Protection with Compact HMI 800

The description below shows an example of how to set-up virus scan software for the Compact HMI 800 product. In this example the McAffe software has been used, but other virus scan products can also be used with Compact HMI 800 by configuring the relevant functions in the way described in this chapter.

All computer systems should be scanned for viruses at regular intervals. A reputable and reliable virus scanner should be used and updated regularly. However, when a virus is found, damage may already have been done. For a mission critical system it is therefore more important to effectively prevent viruses from being introduced into the system than to frequent run virus scans.

Virus checking affects the performance and response times of any computer system. For an automation system such as Compact HMI 800, where real-time performance and reaction times must not be compromised, the impact of virus checking must be limited. This can be accomplished by excluding certain frequently accessed directories and file types from on-access scanning, and by running on-demand scanning of excluded files at times when normal system activity is low.

This section describes how McAfee VirusScan® Enterprise can be configured to avoid interference with the Compact HMI 800 operation.

Configuration Settings

McAfee VirusScan® Enterprise can be configured for on-access and on-demand virus scanning.

• On-access scanning is automatically activated at system startup and will check files as they are accessed. To prevent this from causing performance degradation, folders containing files that are frequently accessed need to be excluded from on-access scanning.

• On-demand scanning can be configured to run cyclically at predetermined times or intervals, or be manually initiated. All files that are excluded from on-access scanning should be scanned on-demand at regular intervals. However, since this scanning will impact system performance and reaction times, it should be done when normal system activity is low.

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Using Virus Protection with Compact HMI 800 Section 7 Administration

On-access Scanning

General Settings. Below the General tab, deselect the Processes on enable check box. Select Disabled in the Sensitivity level drop-down menu1.

This section describes the specific VirusScan configuration setting that need to be made. All other settings should be left at their defaults.

Some of the VirusScan configuration settings require that the computer is restarted before the changes take effect.

Figure 85. General Settings - General Tab

1. If enabled, when this feature detects a suspicious file it will send a DNS request containing a fingerprint of the suspicious file to McAfee Avert Labs, which then communicates the appropriate action back to VirusScan Enterprise 8.7i. This behavior may cause problems in a Compact HMI 800 system.

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Below the Messages tab, deselect the Delete files check box in the Actions available to user area.

Figure 86. General Settings - Messages Tab

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Default Processes Settings. Below the Processes tab select the Configure different scanning policies for high-risk, low-risk and default processes radio button.

Figure 87. Default Processes - Processes Tab

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Below the Scan Items tab click the Additions button.

In the Additional File Types dialog box, add the AFW file type in the User-specified additional file types area. Click OK.

Figure 88. Default Processes - Scan Items Tab

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Below the Exclusions tab click the button Exclusions. A list of disks, files and folders that are excluded from on-access scanning is presented.

To add items to the list, click Add … and fill in relevant folders, files, and file types as shown in Figure 90.

The file types LDF, MDF, and NDF are related to SQL Server and should be excluded from scanning. Scanning these files may under certain circumstances cause a deadlock, see Microsoft KB 309422.

Figure 89. Additional File Types Dialog Box

The items that need to be excluded depend on which products are installed. A list is provided in Folders Excluded from On-access Scanning on page 160.

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For each item that is added, select Also exclude subfolders, On read, and On write, as shown in Figure 7.

Figure 90. Set Exclusions Dialog Box

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Below the Actions tab make the settings shown in Figure 92.

Figure 91. Add Exclusion Item

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Settings for Low Risk Processes. Add the Compact HMI 800 system function Afwworkplaceapplication.exe to the list of low risk processes1.

Figure 92. Default Processes - Actions Tab

1. Certain low risk processes may already be listed as defaults by McAfee. These can be left as is.

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Apply the same settings below the Scan Items tab as were made for default processes (see Figure 88).

Apply the same settings below the Exclusions tab as were made for the default processes. In addition, exclude the following folder:

\Program Files\ABB Industrial IT\Operate IT\Process Portal A\bin

Apply the same settings below the Actions tab that were made for default processes.

Settings for High Risk Processes. Apply the same settings below the Scan Items tab as were made for default processes (see Figure 88).

Apply the same settings below the Exclusions tab as were made for the default processes.

Apply the same settings below the Actions tab that were made for default processes.

Figure 93. Add Afwworkplaceapplication.exe

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Additional Exclusions for Windows Domain Controller. In order to avoid serious performance problems due to file locking, McAfee and Microsoft provide recommendations regarding exclusions for computers that run the Windows Server 2003 or Windows 2000 domain controller. In an Compact HMI 800 system this applies to Domain Servers or, in configurations where Aspect and Domain Server functions are combined in the same server, to Aspect Servers.

For information about these exclusions, please refer to the Microsoft knowledge base article KB822158.

On-demand Scanning

The folders that are excluded from on-access scanning should be scanned regularly, either at scheduled intervals, or manually initiated. Note that scanning these folders will impact system performance and reaction times; it should therefore be done when normal system activity is low.

In applications where it is not possible to select a regular time when on-demand scanning can be done without disturbing operation of the system, there should be procedures for manually initiating the scanning as often as practical.

The default setting for on-demand scanning is to include all local drives. However, the time to complete the scanning with this setting can be excessive. In order to minimize this time, scanning could alternatively be limited to those items that are excluded from on-access scanning.

To configure on-demand scanning, right-click on the VirusScan icon in the system tray. Select On-Demand Scan, and select on the Scan Locations:

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To remove locations for on-demand scanning, click Remove, to add items, click Add.

Make sure that the scan options Include subfolders and Scan boot sectors are selected.

To specify a schedule, click on Schedule. Select the Scan Item tab and make the selections shown in Figure 95.

Figure 94. Scan Locations Tab

At least all items excluded from on-access scanning should be covered by on-demand scanning (except file types MDF, LDF, and NDF, see below).

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Select the Exclusions tab and click Exclusions … and add the file types LDF, MDF, and NDF. These file types are related to SQL Server and should be excluded also from on-demand scanning. Scanning these files may under certain circumstances cause a deadlock, see Microsoft KB 309422.

Figure 95. Scan Items Tab

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Select the Performance to limit the performance impact from on-demand scanning, as shown in

Select Disabled in the Sensitivity level drop-down menu1.

Figure 96. Set Exclusions Dialog Box

The optimal value for this setting is installation specific and depends on many factors, including the system configuration and load, the application, and the operating conditions during the on-demand scanning. The value shown in Figure 13 is intended as guidance only. Try out a value that allows the scanning to finish within an acceptable amount of time while keeping the impact on system performance and reaction times at a level that is tolerable.

1. If enabled, when this feature detects a suspicious file it will send a DNS request containing a fingerprint of the suspicious file to McAfee Avert Labs, which then communicates the appropriate action back to VirusScan Enterprise 8.7i. This behavior may cause problems in a Compact HMI 800 system.

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Select the Actions tab and make the settings shown in Figure 98.

Figure 97. Performance Tab

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Recovery from a Virus Infection

The security policy for the Compact HMI 800 installation should include procedures for recovery from a virus infection, and these procedures should be well known by all operating personnel.

On-demand scanning includes Compact HMI 800 system files. Automatically deleting or moving these files could lead to system malfunction or failure. Instead, manual action is required as described below.

There is no simple way to determine which files can be safely moved or deleted without causing problems in the Compact HMI 800 system. Hence, if VirusScan reports an infected file that can not be cleaned, the following procedure is recommended:

Figure 98. Actions Tab

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1. If the infected node is critical for the operation of the system, stop the system in a controlled way. Nodes that are critical should be clearly identified in the security policy (examples are non-redundant Aspect or Connectivity Servers, however, this is highly application dependent).

2. Disconnect the infected node from all networks.

3. Restore the infected node from a disk image if available, or re-install from scratch (see the section about Node Replacement in the IndustrialIT 800xA, System, Administration and Security (3BSE037410R5021) instruction).

4. Verify that the node is no longer infected by running a complete virus scan.

5. Reconnect the node to the network and restart it.

Access Protection

Messaging function in System 800xA. In systems where this function is used, the process AdvMsgEngine.exe therefore needs to be added to the Excluded Processes list on the server where the Messenger Service runs (normally the Aspect Server).

Open the VirusScan console, right-click on Access Protection and select Properties.

If a virus is found on one node, it is likely that also other nodes are infected. An on-demand scanning of all nodes is therefore recommended.

Figure 99. Virus Scan Console

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Select the Access Protection tab, then select Prevent mass mailing worms from sending mail (Port 25) and click Edit…:

In the Processes to exclude area add AdvMsgEngine.exe to the list (separated from other items by a comma).

Figure 100. Access Protection Properties

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Click OK twice, and then close the VirusScan Console. SMS & e-mail Messaging can now send e-mails.

AutoUpdate

AutoUpdate is a feature that can be used to ensure that the latest McAfee virus definitions are downloaded and installed on every machine. However, this feature requires a direct connection between the automation system network and the Internet. Enabling AutoUpdate on hosts connected to the automation system network is therefore not a recommended practice.

For a more secure and reliable deployment of virus definitions, a central management and update deployment host can be set up on a corporate intranet. This allows a system administrator to have control over when updates are made, and an opportunity to test the updates before they are deployed. The white paper "IS Security Considerations for Automation Systems" (3BSE032547) provides general guidelines for how this could be arranged.

Figure 101. Rule Details

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Folders Excluded from On-access Scanning

The folders and file types that need to be excluded from on-access scanning depend on which Base products are installed.

The tests were run using the following exclusions:

Table 8. Folders Excluded from On-access Scanning

Product Path

800xA Base System <drive>:\OperateITData*\

<drive>:\OperateITTemp*\<drive>:\Program Files\ABB Industrial IT\Operate IT\Process Portal A\AppLog\<drive>:\Program Files\ABB Industrial IT\Operate IT\Process Portal A\bin\

(for low risk processes only)File types MDF, LDF, NDF (exclude also from on-demand scanning)

Engineering Studio <drive>:\Program Files\Common Files\ABB Industrial IT\ MSSQL$EBINSTANCE\Data\

Control IT <drive>:\ABB Industrial IT Data\

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Section 8 Using the PLC Device Library

Section 8 Using the PLC Device Library

PLC Device Library has a number of predefined object types for motors, valves, PID, analog types, binary types, etc. with predefined process graphics such as faceplates, alarm lists and signal lists to facilitate connections to different PLC's.

Information on how to create graphics in general is described in the IndustrialIT 800xA, Engineering, Process Graphics (3BSE049230R5021) instruction, which can be found in Start > Programs > ABB Compact HMI 800 > System > Reference Documentation > Engineering.

Figure 102. PLC Device Library

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Creating PLC Device Library Instances Section 8 Using the PLC Device Library

It is also possible to create your own defined objects, see Working with Object Types on page 57.

The following chapter describes how to create graphic displays by using the predefined graphic elements and object types in the PLC Device Library.The example below will create a graphic display containing a tank, pipes, valves and a motor representing a chemical process.

To instantiate the different types a PLC Generic Control Connection object is needed in the Control Structure. This is described in the Installation and Configuration of OPC Servers for PLCs on page 49 and in Creating the Device Object Instances on page 67.

Creating PLC Device Library InstancesIn the PLC Controller Type object, create the instances needed for this example.

1. Select the PLC Generic Control Network object and select the Generic Control Network Configuration aspect

2. Click on the New Object icon, see Figure 103.

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Section 8 Using the PLC Device Library Creating PLC Device Library Instances

3. In the Create New Object dialog select the VALVtype, the controller and enter a name for the valve instance. In this case create only one instance even though it is possible to create several instances at one time.

Figure 103. New Object Icon

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4. Repeat Step 3 for the motor (MOTtype).

Figure 104. Create New Object

Figure 105. Motor Object

164 3BSE040587R5021


5. Connect the signals for the motor and the valve. The main parameters for the PLC Device objects are described in the Data Sheet aspect for the represented object as shown in Figure 106.

Figure 106. Data Sheet

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6. Select each of the signal objects in the motor and the valve that has a representation in the OPC server and select the Signal Configuration aspect.

Figure 107. Signal Configuration Aspect

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7. To connect the signal, select the Connected radio button and then click Browse to open the OPC Browser dialog and connect the signals according to the signal data sheet for the type.

8. Click Apply and click Apply in the aspect.

9. Repeat Step 7 and 8 for each signal necessary.

10. Deploy the configuration by selecting the PLC Generic Control Network object and select the Deploy aspect. See Figure 109.

Figure 108. OPC Browser

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The motor and the valve are now configured and deployed and are now ready to be used in a graphic display.

Figure 109. Deploy Aspect

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Section 8 Using the PLC Device Library Creating the Display

Creating the Display1. Open the Plant Explorer and expand the Functional Structure.

2. Select the object where the display shall be located and create an aspect of the type Graphic Display PG2.

3. Open the Process Graphics Editor by right-clicking on the newly created aspect and select Edit.

4. Create a tank element by selecting the tank body, tank neck and tank bottom element from the Shapes toolbox. Also add pipes using the flexible pipes element.

Figure 110. Process Graphics Editor

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Creating the Display Section 8 Using the PLC Device Library

5. In the toolbox, select the Element Explorer and browse to the Control Structure and the motor and the valve created in the previous example.

6. Select the Display Element Reduced Icon for the motor and the valve to insert them into the display.

Figure 111. Display Element Reduced Icon

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Section 8 Using the PLC Device Library Creating the Display

7. Click Save, and the display is ready for operation, as shown in Figure 112.

Figure 112. Graphic Display

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Creating the Display Section 8 Using the PLC Device Library

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Index

AAcknowledge 113Alarm Band 99, 116Alarm Line 99Alarms and events 113Application bar 97Aspect Menu 101Aspect Object 21Aspect View 22Aspects 21

Alarm and Event 65Alarm and Event Configuration 65Graphical Elements 60History Logging 66Log Configuration 66Process Displays 77Security Definition 94

Audit Trail 119disable 93enable 93

BBack to Previous Display 102Backup/Restore

Ghost 122

CClock 99Close Overlaps 101Close Workplace 101Context Menu 105Control 119Current User Tool 103

DDisplay area 97Display bar 101Display links 104

EExternal Alarm Silence 100

FFaceplate views

Extended 109Faceplate 109Reduced 109

Faceplates 63filter 119Function keys 105Functional 119Functional Structure 73

GGraphical displays 60

HHidden alarms 113Hot Keys 105Hot keys 104

LLog Configuration 66

NNavigation 103

OObject Type and Documentation Structure 119OPC names 60Operator Message List 103Operator Workplace 24Operator Workplace Window 97

INDEX

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IndexIndex

PPlant Explorer 25PLC signal 59Predefined Users 44Print screen 101Process Alarm 100Process Alarms 113Process Event List 118Process Events 100, 118

Ssecurity setting 94Shortcuts

Application bar 105Display bar 104

Start display 104Status Bar 103Status bar 97Structures 23

Control Structure 73Object Type Structure 58

Supervision 108System 119System Alarms 116System Event List 118System Events 118System Status 100

TTCP/IP 29Toggle Browser 101TP Cat 5/6 RJ45 29Trend Display 79

UUser 119

174 3BSE040587R5021174 3BSE040587R5021

3BSE040587R5021Copyright © 2005-2010 by ABB. All Rights Reserved

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