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1.

Introduction to HMI/SCADA ________________________________

Chapter 1 Introduction to HMI/SCADA

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1.

Introduction to HMI/SCADA ________________________________

Section Objectives This section provides an overview of HMI/SCADA functionality. The student will learn how HMI/SCADA functions are provided by iFIX and what the basic procedure is in developing an HMI/SCADA system. This section includes: Introduction to HMI/SCADA HMI/SCADA Features HMI/SCADA Development

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1.1. HMI/SCADA Systems_____________________________________

A. SCADA Functionality - Managing and Controlling the Process In order to manage a process effectively, a solution is needed to provide a realistic view of the process and the ability to manage and control that process a Supervisory Control and Data Acquisition (SCADA) system provides this ability

Todays SCADA systems combine a number of technologies to provide secure data and control over various communications mediums The SCADA software runs on a personal computer and may be a stand alone system or a collection of PCs providing the needed functionality SCADA systems typically maintain a database of last known values of the field devices The SCADA system will gather and record data and provide the ability to display that data promptly to the operator Some of the benefits of implementing a SCADA system includes an increase in productivity, increase in quality and reduce overall operating costs

B. HMI Functionality - Visualizing the Process The operator will need an intuitive and logical interface for process visualization a Human Machine Interface (HMI) provides this ability Some of the types of data the operator may want to view include real-time values, alarms, charts/trends, and reports The HMI interface typically is in the form of graphics which will include specialized capabilities to present the various types of data to the operator Developing the HMI will include incorporating, ActiveX controls, Visual Basic for Applications (VBA), Key Macros, Charts and more

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1.2. HMI/SCADA Features_____________________________________

A. HMI/SCADA System Features HMI/SCADA systems such as iFIX provide the ability to quickly develop systems incorporating open industry standards and technology COM/DCOM OPC TCP/IP SQL/ODBC VBA ActiveX

The HMI/SCADA system provides the ability to communicate and acquire data from many types of data sources using various communication methods TCP/IP COM/DCOM OPC Serial Proprietary connections Software interfaces (such as RSLinx) Data Monitoring Data Distribution and Sharing Alarming Reporting Real Time Trending Historical Trending Data Protection and Security

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

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1.2. HMI/SCADA Features_____________________________________

HMI/SCADA
Monitoring Data and Alarms Human-Machine Interface Supervisory Control

Alarming Data Platform

Data Management

Control

Data Aquisition

PLC / Devices Plant Floor

Other Data Sources

Figure 1-1: HMI/SCADA Functions

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1.3. HMI/SCADA Development _________________________________

A. Preparing to Develop an HMI/SCADA First, a thorough understanding of the process to ensure all the process information needed is available Next, identify specific information PLC / Device definitions and addresses communication methods used memory addresses to access types of data to access OPC Server information (including Group and Data Item names) Relational Database Data Source Names non iFIX nodes such as Servers iFIX nodes such as SCADA Servers, Clients, Remote Clients

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

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

SCADA and Clients connectivity (TCP/IP, NetBIOS, etc.) software to be loaded onto each PC include additional software such as Driver software

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

B. Developing an HMI/SCADA in iFIX A typical development process includes: installing the software basic system configuration configuring the Drivers building a Process Database creating graphics incorporating specialized functionality alarming, security, trending, reporting, etc. add additional features, such as Visual Basic, C++, VBA, 3rd party applications, etc.

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1.3. HMI/SCADA Development _________________________________

Information Needed Before Development

Process Information

iFIX Development Basic Process

Install Software and Hardware Key

PLC / Device Specifics

Basic System Configuration

Communication Methods

I/O Driver Configuration

Access Methods

Build Process Database

Nodes Needed

Graphics Development

Node Connectivity

Specialized Features

Software

Additional Features

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

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1.3. HMI/SCADA Development _________________________________

C. Before developing with iFIX, the following areas of iFIX should be understood: Software installation include the appropriate hardware keys development versus runtime keys Tag types to be used (Analog, Digital, etc.) Tag naming convention will control exist in iFIX (typically in PLC) iFIX has tags that can provide control use iFIX alarming or alarm in PLC or both alarm thresholds alarm destinations (report, view, store, etc.) how to implement and maintain iFIX security real time values, alarms, trending, reports, etc. custom Database Blocks, custom applications (C++, VB or VBA) Historical Relational Database

Process Database development

Control

Alarming

Security Types of data the operator needs to view Specialized functionality Data storage

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1.3. HMI/SCADA Development _________________________________

SCADA Server

iClient (HMI)

System Configuration

System Configuration

I/O Driver Configuration Graphics Development Process Database Development

Alarm Configuration

Alarm Monitoring

Security Configuration

Security Configuration

Configure Data Archiving

Archived Data Monitoring

Figure 1-3: iFIX HMI/SCADA Development Areas

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1.4. __________________________________________ Lab Exercise 1

Exploring the Sample System Lab Exercise 1

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______________________________________________ Lab Exercise 1

Learning Objectives: Upon successful completion of this lab exercise, the student will be able to: 1. Explore the pictures of the iFIX Sample System. Estimated time to complete this exercise: 20 minutes Introduction This exercise highlights some key features of GE Fanuc Intellution iFIX software. You will explore some of the pictures of the iFIX Sample System. This Sample System comes as part of the iFIX installation and provides users with some insight on how an iFIX application can be developed. When you are finished with this exercise, turn to section 1.5 and answer the questions.

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______________________________________________ Lab Exercise 1

A. Start the iFIX Sample System. 1. From the iFIX Program Group, select Intellution iFIX v3.0. The following dialog box appears:

2. Click the bottom button to start the iFIX Sample System. The iFIX Startup screen appears while iFIX tasks are executed. Eventually, the main Sample System screen appears:

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______________________________________________ Lab Exercise 1

B. Explore the Chemical Feed picture. This picture displays a sample Sodium Hydroxide (NaOH) chemical addition system. 1. From the main Sample System screen, select Water & Wastewater. The Chemical Feed picture appears:

2. Click the middle pump from the right side of the picture. A Pump Control popup picture appears. 3. Using the switches at the bottom of the popup picture, toggle the modes of the pump. Also, change the setpoint for the amount of NaOH to be added. 4. Click the Exit button when finished to return to the Chemical Feed picture. Observe the changes this makes to the application. 5. Experiment with the other pumps by changing the status of each pump. 6. When finished, click the Backwash Filter button.

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______________________________________________ Lab Exercise 1

C. Explore the Backwash Filter picture. This picture represents a typical backwash filter sequencing process. You can select one of three different filters to display, start/stop the sequence, and control the various blowers and valves. When the Backwash Filter button is clicked, the following picture appears:

1. Click the Start button to start the filter process. Notice the text in the Step Sequence Monitor changes. 2. Click the Backwash Filter 2 and Backwash Filter 3 buttons to observe the status of those filters. Use the Start button to begin filtering those tanks. 3. Click the valves and pumps of each filter to change their status. 4. When finished, click the Trending button.

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______________________________________________ Lab Exercise 1

D. Explore the Trending picture. This screen has the ability to display real-time process data, historical/archived data, and lab data from a file or database. When the Trending button is clicked, the following picture appears:

1. Using the Historical Pens drop-down combo box, select the following item: IFIX1_H2O_BW1_AWCV0301.F_CV 2. Click the Add Pen button next to the Historical Pens field. The data for that tag is added to the chart. 3. Add the following additional Historical Pens: IFIX1_H2O_BW2_AWCV0301.F_CV IFIX1_H2O_BW3_AWCV0301.F_CV 4. Add the following Real-Time Pen: IFIX1_H2O_BW1_LOH0301

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______________________________________________ Lab Exercise 1

D. Explore the Trending picture (continued).

5. Change the Chart duration. What changes?

6. Click the Multiple Time button. What changes?

7. Click the Lab Data from MS Access button. What changes?

8. Click the Delete Pen button. Which pen was deleted? Why?

9. When finished, click the Alarms button.

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______________________________________________ Lab Exercise 1

E. Explore the Alarms picture. This alarm summary screen is designed to show several of the iFIX alarming features, including: Alarm Areas, Alarm Counters, and the Alarm Summary. When the Alarms button is clicked, the following picture appears:

1. Click the Enable Alarm Horn button. The PC speaker will beep whenever there is a new alarm in the system. 2. Click the Silence Horn button. The speaker will stop beeping until a new alarm is received. 3. If you havent done so already, click the Disable Alarm Horn button. 4. Click the Acknowledge All button. What happens? 5. As new alarms enter the screen, select the alarm from the list and click the Acknowledge Selected button. What happens? 6. When finished, click the Reports button.

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______________________________________________ Lab Exercise 1

F. Explore the Reports picture. This reporting screen is used to display data for any tags for any time period. It uses Seagate Crystal Reports run time files and a Microsoft Web Browser control (part of Internet Explorer) to display the data. Note: If the Crystal Reports run time files have not been installed, this picture will not work properly! 1. From the Select Report options, select the Cross Tab control button. 2. From the Mode options, select Average. 3. Holding down the CTRL button, select the following tags: IFIX1_H2O_BW1_AWCV0301.F_CV IFIX1_H2O_BW2_AWCV0301.F_CV IFIX1_H2O_BW3_AWCV0301.F_CV 4. Click the Display Reports button. The picture should resemble the following:

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______________________________________________ Lab Exercise 1

G. Explore the Sample System. Return to the main screen and explore the rest of the pictures. 1. Click the Home button in the upper left corner of the Reports picture. You are returned to the main Sample System screen. 2. Explore the remaining pictures of the Sample System. 3. When finished, return to the main screen and click the Exit Sample System button. This is the green icon in the lower right corner of the main Sample System screen. The iFIX Sample System will close.

End of Lab Exercise

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1.5. Summary Questions _____________________________________

1. What is the difference between HMI and SCADA?

2. Outline the main steps to prepare to develop a general HMI/SCADA application.

3. Outline the main steps to develop an HMI/SCADA application with iFIX.

4. What is the purpose the iFIX Sample System?

5. Describe the screens of one of the iFIX Sample System application other than the Water & Wastewater system.

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