Citect SCADA Configuration 2016 - Study Guide

Citect™ SCADA Configuration Study Guide 2016

Schneider-Electric Pty (Australia) Ltd 78 Waterloo Road Macquarie Park NSW 2113 Australia

DISCLAIMER Schneider Electric makes no representations or warranties with respect to this study guide and, to the maximum extent permitted by law, expressly limits its liability for breach of any warranty that may be implied to the replacement of this study guide with another. Furthermore, Schneider Electric reserves the right to revise this publication at any time without incurring an obligation to notify any person of the revision. The information provided in this documentation contains general descriptions and/or technical characteristics of the performance of the products contained herein. This documentation is not intended as a substitute for and is not to be used for determining suitability or reliability of th ese products for specific user applications. It is the duty of any such user or integrator to perform the appropriate and complete risk analysis, evaluation and testing of the products with respect to the relevant specific application or use thereof. Neither Schneider Electric nor any of its affiliates or subsidiaries shall be responsible or liable for misuse of the information that is contained herein. If you have any suggestions for improvements or amendments or have found errors in this publication, please notify us. All pertinent state, regional, and local safety regulations must be observed when installing and using this product. For reasons of safety and to help ensure compliance with documented system data, only the manufacturer should perform repairs to components. When devices are used for applications with technical safety requirements, the relevant instructions must be followed. Failure to use Schneider Electric software or approved software with our hardware products may result in injury, harm, or improper operating results. Failure to observe this information can result in injury or equipment damage. © 2016 Schneider Electric. All rights reserved.

INTRODUCTION AND LEGAL NOTICE Satisfactory completion of the course evaluation is mandatory for you to obtain a Schneider Electric certificate of completion of the training course. The contents of this study guide are proprietary to Schneider Electric and all rights, including copyright, are reserved by Schneider Electric. No part of thi s document may be reproduced in any form or by any means, electronic or mechanical, including photocopying, without express written permission of Schneider Electric. Schneider Electric will not accept any liability for action taken in reliance on this training study guide.

TRADEMARKS Schneider Electric has made every effort to supply trademark information about company names, products and services mentioned in this study guide. Trademarks shown below were derived from various sources. Vijeo Citect, Citect SCADA, CitectSCADA, Cicode, Vijeo Historian, CitectHistorian, and Ampla are trademarks owned by Schneider Electric Industry SAS or its affiliated companies. All other trademarks are the property of their respective owners. ActiveX, Excel, Internet Explorer, Microsoft .NET, SQL Server, Windows, Windows Server, Windows XP, Windows Vista, Windows 7 and Windows 8 are either registered trademarks or trademarks of Microsoft® Corporation in the United States and/or other countries. SafeNet Sentinel is a trademark of Sentinel, Inc. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. General Notice: Some product names used in this study guide are used for identification purposes only and may be trademarks of their respective companies.

Validity Note The present documentation is intended for qualified technical personnel responsible for the implementation, operation and maintenance of the products described. It contains information necessary for the proper use of the products. Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material. A qualified person is one who has skills and knowledge related to the construction and operation of the electrical equipment and installations and has received safety training to recognize and avoid the hazards involved.

November 2016 Edition for Citect SCADA 2016

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Citect SCADA 2016 - Configuration Exam

November 2016

Contents CHAPTER 1:

2016 CONFIGURATION EXAM TOPICS OVERVIEW ........................... 1-4

Introduction to Citect SCADA ...................................................................................... 1-5 Overview of the Citect Studio ....................................................................................... 1-5 Define a Topology ......................................................................................................... 1-8 System Model ................................................................................................................ 1-9 Equipment .................................................................................................................... 1-10 Graphics ....................................................................................................................... 1-11 Operator Input..............................................................................................................1-12 Devices......................................................................................................................... 1-13 Events........................................................................................................................... 1-14 Alarms .......................................................................................................................... 1-15 Process Analyst ............................................................................................................ 1-16 Page Management ........................................................................................................ 1-17 Reports ......................................................................................................................... 1-18 Security ........................................................................................................................ 1-19


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Chapter 1:

2016 Configuration Exam Topics Overview

Introduction The first of the Citect SCADA Certified Expert (CSCE) exam is the Configuration Exam. This exam is based around information that is covered in the Citect SCADA Configuration Course. This Exam Covers These Topics: 

Introduction to Citect SCADA



Overview of the Citect Studio



Project Management



Define a Topology



System Model



Equipment



Graphics



Operator Input



Genies



Popup Pages



Devices



Events



Process Analyst



Page Management



Reports

 Security

1-4


Introduction to Citect SCADA Citect SCADA is a Supervisory Control and Data Acquisition (SCADA) solution that is used to manage and monitor processes in manufacturing, primary production, utilities delivery, and facilities management. Citect SCADA has been designed with flexibility in mind; therefore, a system may be configured to suit your industrial application and project requirements. Citect SCADA suits both small and large applications and can be configured to keep pace with the plant and information requirements as they change and expand. Citect SCADA is easy to learn and use. Features such as templates, genies, and wizards help reduce the time and effort required to configure the system. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Install Citect SCADA 2016



Start Citect SCADA and open each of the programs that make up the Configuration Environment.



Explore the new features



Understand the configuration and workflow in Citect SCADA



Familiarise yourself with different activities in the Citect Studio



Note which projects are included by default



View the Include projects

Further Reading Use the following references to assist your understanding of the topic. 

Citect SCADA Help Topics o

o

Getting Started > What's New in Citect SCADA About Citect SCADA > Working with Citect SCADA


1-5

Overview of the Citect Studio The Citect Studio is divided into several activities, such as Project, Topology, System Model and Visualisation, which allow accessing different plant functions through a single interface. Some of these activities allow configuring the logical representation of the plant whereas the Deployment activity allows controlling and monitoring of the version runtime project on each computer. The Citect Studio comprises an Activity Bar to allow for navigating between different activities and global commands like Compile and Run.

Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Understand various activities and their functionalities in the Citect Studio



Describe how to navigate in the Citect Studio using the Activity Bar



Define what is the Command bar and the Compile Messages Area



Understand the concept of the Grid Editor and Property Grid



Understand how to perform various actions in the Grid Editor such as sorting, filtering, adding and deleting rows and exporting/importing data to/from Microsoft Excel



Define three Runtime Tools


Citect SCADA Help Topic o

1-6

Citect SCADA Citect Studio


Project Management Citect SCADA is a project-based application where projects are organized using the Projects activity in the Citect Studio. Citect SCADA projects are repositories that hold the configuration information for your system that includes information such as I/O devices, tags, alarms, and graphic pages. The Projects activity is used to create, manage, and configure projects. Fundamental tasks such as creating, deleting, backing up, and restoring projects are also performed in the Projects activity.


Define the features in the Projects activity



Describe various types of Citect SCADA projects



Create a new project



Describe the benefits of a Starter project



Utilise the Starter projects



Backup, delete, and restore a project



Add a custom Include project



Citect SCADA Projects > About Projects


1-7

Define a Topology Citect SCADA can communicate with many types of control or monitoring I/O devices, including Programmable Logic Controllers (PLCs), loop controllers, bar code readers, scientific analysers, Remote Terminal Units (RTUs), and Distributed Control Systems (DCS). Citect SCADA communicates directly with the I/O devices in the plant or factory, allowing data transfer to, or from, the device and supervisory control of the system. In Citect SCADA, the Topology activity allows the configuration of the SCADA systems to support the above mentioned communications. Citect SCADA supports a client-server network architecture. This provides the flexibility to adapt a Citect SCADA system to any production scenario, with support for scalability, server clustering, and system redundancy. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Describe the four components to be configured for Citect SCADA communications



Utilise various features within the Topology activity



Configure Topology settings



Use the Device Communications Wizard



Review the communication components



1-8

Topology


System Model The System Model activity allows you to configure and view equipment, variable tags, alarms, trend tags, SPC tags and accumulators. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Describe and utilize various features within the System Model activity



Understand the concept of equipment, variable tags and alarms in Citect SCADA



Configure variable tags in System Model activity



Create a tag database



Understand how to test communications in Citect SCADA



Use Microsoft Excel to add variable tags



System Model


1-9

Equipment In a SCADA system, the term equipment is used to refer to logical groupings around specific objects. For example, a Motor will have a variety of operational and monitoring tags along with alarms and trends. These may be grouped into a generic Motor "template" which may be used to create as many motors, and their associated items, as are required for the project. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Describe the concept of equipment and its advantages



Create an equipment instance using the Equipment Editor



Create an equipment instance in the Citect Studio



Explain equipment types



Create equipment items



Duplicate equipment



Associate equipment with existing variable tags



1-10

System Model > Overview of Equipment


Graphics The graphics pages are one of the principal components of a Citect SCADA system. They are the interface for plant operators, and can be designed to display data as well as to accept operator input. Graphics pages are comprised of a page template, the objects drawn on the page, as well as properties specific to the page. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Create graphics pages and draw basic objects



Explain how dynamic objects may be used to indicate changes in the plant



Create custom symbols



Utilise Active X objects



Visualization


1-11

Operator Input The various operator input methods allow operators to interact with the Citect SCADA runtime system. There are three major types of operator input methods: 

Slider controls that an operator can use to change the values of analog variables.



Touch commands that an operator can perform by clicking on an object with the

mouse. 

Keyboard commands that an operator can perform by typing instructions on the

keyboard. Privileges and areas may be assigned to each of these and a message can be sent to a log file each time an operator performs a command. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Create slider controls



Create touch commands



Define keyboard keys



Create keyboard commands



Distinguish the difference between system, page and object commands



1-12

Visualization > Define Commands in Citect Studio


Devices A Device is a utility that transfers high-level data (such as a report, command log or alarm log) between Citect SCADA and other elements (such as a printer, database, RTF file, or ASCII file) in the Citect SCADA system. Devices are similar to I/O devices in that they both allow Citect SCADA to exchange data with other components in a control and monitoring system. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Describe the purpose of devices



Compare the different device formats



Examine how history files may be constructed for long term storage

of data



Setup > Devices used for reports and command or alarm logs


1-13

Events Events may be used to trigger an action such as a command or set of commands. For example, an operator can be notified when a process is complete, or a series of instructions can be executed when a process reaches a certain stage. 

Events may be run by the following methods:



Automatically at a specified time and period



Automatically when a trigger condition becomes TRUE



Automatically when a trigger condition is TRUE at a specified time and period.


Create time-based and trigger-based events



Describe the difference between different types of events



1-14

Topology > Profiles > Profile Wizard > Configure Events


Alarms To help protect plant equipment, the Citect SCADA alarm server constantly monitors equipment and alerts operators of any equipment issues or alarm condition. The Citect SCADA supports two types of alarms: 

Hardware Alarm - The Citect SCADA runs diagnostic routines continually to check peripheral equipment, such as I/O devices. Any abnormal behaviours are reported automatically to the operator. This facility is fully integrated within Citect SCADA – no configuration is necessary.



Configured Alarms - Unlike hardware alarms, the alarms that report unexpected issues in the plant (for example, when a tank level is too high or when a motor overheats) need to be configured individually.


Describe the different types of alarms



Utilise the equipment types to create new alarms



Configure alarm categories



Display alarms



Utilise alarm properties as tags


Citect SCADA Help Topics o

System Model > Overview of Alarms

o

Setup > Alarm Categories


1-15

Process Analyst The Citect SCADA Process Analyst is an ActiveX control designed to allow operators to view trend data from a Citect SCADA Trend server, and alarm tag data from a Citect SCADA Alarm server. The Process Analyst provides a visual means to analyse and compare trend data (real-time and historical) in a more intuitive manner. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Utilise the equipment types to create trend tags



Examine the Process Analyst pages



Display trend, alarm and variable tags in the Process Analyst



Export trend data into different formats



1-16

Runtime Client Tools > Process Analyst


Page Management The primary means of navigation throughout a Citect SCADA project is the menu system. Citect SCADA will create a default menu system if none is created during the construction of the project, although this will generally not offer sufficient flexibility, as has been seen in previous stages of this course. Menu entries may be configured to open specific graphics pages or to launch Cicode functions. A well designed menu system will assist operators in their use of the Citect SCADA project. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Examine the menu system created by the Starter project



Modify existing menu entries



Create customised menu items



Visualization > Configuring Page Menus in Citect Studio


1-17

Reports Regular reports on the status of the plant and reports to provide information about special conditions in the plant may be defined within the Citect SCADA project. Reports can be run on a request basis, at specified times, or when certain events occur (such as a change of state in a bit address). Reports can also include Cicode statements that execute when the report runs. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Create an RTF report



Display the report in runtime



Add menu entries for the report



1-18

Visualization > Reports on the Status of your Plant


Security For large applications, or applications where access to certain processes or machinery needs to be restricted, security should be built into the system. It is possible to restrict access to commands that should not be available to all operators, for example, commands that operate specialized machinery, acknowledge alarms, or print sensitive reports. A separate password may be assigned to each of the operators, that need to be entered before the operator can use the system. Suggested Learning Objectives Use these suggested learning objectives to increase your understanding of the topic. 

Discuss the requirements to set up plant Security



Create users and roles



Apply privileges to different areas of a plant



Describe the effects of different privileges



Examine security within the Operating System



Security > About Security > User Security


1-19

Citect SCADA Configuration 2016 - Study Guide

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