Specification and Technical Data. Operations Management Pro. OM Pro 310. Specification and Technical Data. OMPro-SPT-310

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1 Specification and Technical Data Operations Management Pro OM Pro 310 Specification and Technical Data OMPro-SPT-310 August 2008

2 OM Pro 310 Specification and Technical Data 2 Copyright, Notices, and Trademarks Honeywell International Inc All Rights Reserved. While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its customer. In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and specifications in this document are subject to change without notice. Honeywell, Uniformance, Business FLEX, Process Knowledge Solution and PKS are registered trademarks of Honeywell International Inc. Microsoft, Microsoft Access, Visual Basic, Visual C++, Windows, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. All other brand and product names shown are trademarks of their respective owners. About Advanced Applications Business FLEX and Advanced Alarm Management products provides Process Knowledge Solutions that improve the planning process, systematically measure, monitor, and assess plant performance, and help process plants collect and analyze data. To learn more about Operations Management Pro and other Honeywell software solutions, contact your Honeywell account manager. Visit or call: U.S. and Canada (877) or Latin America Europe/Middle East/Africa Asia Pacific or Honeywell Process Solutions, 2500 West Union Hills Drive, Phoenix, AZ 85027, USA Release Information OM Pro release 310 Release date: March 2008 Document number: OMPro-SPT-310

3 OM Pro 310 Specification and Technical Data 3 Contents Introduction... 5 Concepts and Capabilities... 6 Levels in Computer Integrated Manufacturing... 6 Assets and Equipment... 6 Variables... 7 Boundary Management... 7 Instructions... 9 Process Monitoring... 9 Shift Summary and Shift Handover... 9 Tasks Alarm Management Alarm Metrics and Analysis Reports Products Alarm & Event Analysis Alarm Configuration Manager Event Analyst Operating Instructions Operations Logbook Operations Monitoring UserAlert Components Client Components Server Components Experion Architecture Reference Architecture: Two Servers at Level Reference Architecture: DMZ Integration Specifications Platforms Client Components Platforms Server Components Control Systems Historians Security Internationalization Specifications and Sizing Migrating from Earlier OM Pro Releases Releases, Packaging, and Licensing Releases Licensing Packaging Prerequisites Experion... 45

4 OM Pro 310 Specification and Technical Data 4 Business Objects Oracle Microsoft SQL Server Documentation Figures Figure 1. Boundary configuration examples... 8 Figure 2. Typical shift summary report showing three comment snippets and one table Figure 3. Typical interactive multi dimensional report for alarm metrics Figure 4. AEA reports life cycle with user roles Figure 5. Typical Event Analyst display Figure 6. Typical operating instruction showing notes and numerical targets Figure 7. The task capability allows scheduled and ad hoc tasks Figure 8. Operations Monitoring detects limit violations and summaries the violations and impact Figure 9. Experion Alert Summary Display, used to display alerts raised by UserAlert Figure 10. Reference architecture for two servers at level Figure 11. ACM communicating through a firewall Figure 12. Reference architecture for using a DMZ Tables Table 1. Levels for Computer Integrated Manufacturing... 6 Table 2. Performance indicator data available in alarm metric reports Table 3. Client components for general use Table 4. Client components for configuration and administration Table 5. Central server components Table 6. Distributed server components Table 7. Location of server components with two server architecture Table 8. DMZ server configuration Table 9. Control systems supported by ACM and AEA Table 10. General system specifications Table 11. AEA specifications Table 12. ACM specifications Table 13. Operating Instructions specifications Table 14. Operations Logbook specifications Table 15. Operations Monitoring specifications Table 16. UserAlert specifications Table 17. Migration scenarios for upgrading to OM Pro Table 18. Honeywell product licenses included in OM Pro Table 19. Business Objects product licenses included with OM Pro... 45

5 OM Pro 310 Specification and Technical Data 5 Introduction Operations Management Pro, or OM Pro, provides comprehensive limit management for process plants. Features include the ability to manage a master set of limits; to apply those limits to alarm enforcement; to set economic and other targets that lie within the master limits; to monitor violations of limits; to report on alarm metrics; and to summarize shift handover information. Operations Management Pro release 310, or OM Pro 310, was released in March The OM Pro suite includes products from the Business FLEX and Advanced Alarm Management product lines. There is a set of six core products that work together, plus some additional products that are included in the suite but not required for OM Pro functionality. Product Line Core Products Additional Products Advanced Alarm Management Business FLEX Alarm & Event Analysis Alarm Configuration Manager UserAlert Operating Instructions Operations Logbook Operations Monitoring Event Analyst Event Monitoring Lab Data Integrator LIMS OM Pro can be licensed as a suite, and the individual products within OM Pro can be licensed and installed individually. This document describes the specifications for the OM Pro 310 suite as a whole. Certain components may offer additional capabilities or support different platforms when used individually. OM Pro supports Experion PKS and other control systems. OM Pro makes use of several Experion R310 components and includes a license for their use. These Experion components can be shared with an Experion control system, if OM Pro is used with Experion.

6 OM Pro 310 Specification and Technical Data 6 Concepts and Capabilities This section summarizes important concepts and the main capabilities of OM Pro. Refer to the documentation for individual products for more information. Levels in Computer Integrated Manufacturing Five levels are defined for Computer Integrated Manufacturing. 1 Table 1. Levels for Computer Integrated Manufacturing Level Description 1 The final elements in a distributed control system (DCS) that connect to the actuators and sensors. 2 Distributed control system functions, including operator consoles, regulatory, logic sequential, and basic controls. 3 Control functions that provide unit to plant level control and optimization, including multivariable control and optimization, remote operators, and model based event detection. 4 Plant wide functions, including planning and scheduling, production management, non critical monitoring, asset management, quality management, analytics, process improvement, and other functions that do not require close connections with the process. 5 Corporate wide functions such as supply chain management, business analytics, and enterprise resource management. Control domain refers to level 3 or the combination of levels 2 and 3. Business domain refers to the combination of levels 4 and 5. Assets and Equipment OM Pro uses an asset (equipment) model to organize information. 2 Asset names are up to 40 characters long and must be unique. Assets are organized in a hierarchy that can contain up to 4,000 nodes and be up to 10 levels deep. ACM and AEA use the asset model in the Experion Enterprise Model. Operating Instructions, Operations Logbook, and Operations Monitoring (OI/OL/OM) can optionally use the Experion asset model, or those three applications can be configured to use a different equipment model. Using the same asset model throughout OM Pro minimizes configuration and ensures that asset names are the same everywhere. In some cases it is useful to configure independent different models, for example, when the operating teams are organized differently than the control systems. 1 Theodore Williams, A Reference Model for Computer Integrated Manufacturing, Chapter 3 (ISA, 1989). 2 For the purposes of OM Pro, assets and equipment are synonymous.

7 OM Pro 310 Specification and Technical Data 7 The Experion asset model has both tag names and item names. Asset tag names must be unique, while item names do not need to be unique, as they are qualified by their position in the hierarchy. The Enterprise Model is usually shared with Experion, if Experion is used, but use of the Enterprise Model does not require an Experion control system. OM Pro supports a single Enterprise Model for the entire system. ACM supports multiple Enterprise Models, for example, if there are multiple Experion control systems, but other products in OM Pro support only a single Enterprise Model. The Experion asset model is normally configured in the Enterprise Model Builder, and then published to the various OM Pro components. Operating Instructions, Operations Logbook, and Operations Monitoring make use of equipment (assets) and an equipment hierarchy (asset model) defined in the Plant Reference Model, or PRM. When using the Experion asset model throughout OM Pro, the Enterprise Model Builder is used, and the Experion asset model is published to the PRM for use by those three applications. It is also possible to configure equipment (assets) in the PRM configuration tools and export the definitions to the Enterprise Model Builder. If a site chooses to use the Experion asset model only for ACM and AEA, then the Enterprise Model Builder will still be used for those two applications, the PRM configuration tools will be used to configure the equipment model used by OI, OL, and OM, and the synchronization tools will be turned off. The two models will be maintained independently, and need not be the same. Variables A variable refers to the collection of information about a single measurement location in a process plant. A variable entity may include information about the name in the control system, the tag name in the historian, alarm settings, equipment constraints, operating boundaries, links to drawings, consequences of violating limits, procedures to take when limits are violated, and so on. OM Pro reads some variable information from process historians such as PHD, and other information from control systems. OM Pro manages variable information, and allows authorized users to enter and update variable information used throughout OM Pro. Boundary Management Constraints are named limits that apply to equipment, such as design, safety, corrosion, and environmental limits. The same constraint can apply to multiple variables, and multiple constraints can apply to the same variable. Constraints are named and are configured with the monitored property name, value (limit), engineering units, the reason for the constraint, the user and role responsible for the constraint, and a link to a document with additional information. Constraints are independent of one another and do not have any inherent meaning or level of importance.

8 OM Pro 310 Specification and Technical Data 8 Figure 1. Boundary configuration examples Boundaries, or operating boundaries, are named limits that have the same meaning or importance throughout the plant. Boundaries are named, may have an alarm type and priority, have a reason for the boundary, a potential impact, information about the consequences of violating the boundary, actions to take when a violation occurs, and other information. Boundaries have a level that specifies how they related to one another. The system does not allow setting limit values for lower priority boundaries outside higher priority boundaries. In the following example, the Target_Hi and Target_Lo boundaries are required to be at or within the Standard_Hi and Standard_Lo boundaries. Boundaries are used throughout OM Pro and provide two important benefits. One benefit is to apply consistent terminology across different process control and business systems. A second benefit is to enforce limit rules, so that inner, less important boundaries must fall within outer boundaries. ACM supports mapping boundaries to a specific DCS alarm priority (e.g., HIGH) and alarm type (e.g., PVHI). UserAlert and Operations Monitoring can monitor boundary values directly. Operating Instructions uses boundaries to limit planning targets the default condition is that planning targets for a variable must lie on or within the most limiting boundary. Constraints are useful to manage limits that are best associated with equipment, but are only used when configuring boundaries and variables. Using constraints is optional. Each plant must define a philosophy for organizing limits. A typical approach is to define three levels of boundaries. The top level boundary is used for critical conditions where it is important that the process not cross those limits, and where an alarm should elicit an immediate response. Limits at this top level usually have safety, health, or environmental consequences. A second boundary level is used for limits related to reliability, where corrective action is expected if a limit is crossed, but the consequences are not as severe as the top level. A third boundary level is used for targets that have an economic impact if violated, such as optimization targets. With this type of organization, alarms might be used for the top two levels but not the third level.

9 OM Pro 310 Specification and Technical Data 9 Instructions Instructions are intended for planners and supervisors to communicate the daily and weekly operating plan to operators and others. Typically instructions are created every week or for mode changes for major process units. An instruction consists of numerical targets and notes, and applies to an asset in the asset hierarchy. Instructions are created, approved (usually by a supervisor), and then activated. Instructions are said to be complete when they are replaced with newer instructions. An instruction can contain hundreds of numerical targets for variables. These targets can include minimum, maximum, and focus values, and can be calculated from other targets in the same instruction. These numerical targets are validated against the boundary limits stored in the Boundary Manager, so that planners are not allowed to set instruction targets that are outside of the preferred operating ranges. Target values are downloaded to the historian when an instruction is activated. Instructions can be grouped together in a production order, for example to define a campaign to make a particular product or grade, or all the instructions that should be activated at the same time. Production orders can be imported from ERP and other systems with the aid of other Honeywell products that are not part of OM Pro. An instruction can contain a formulation, which is a list of the materials consumed and produced by an instruction. The formulation can be used to calculate the total quantities of feeds and products over the life of an instruction. Process Monitoring Process variables can be monitored in two ways. Operations Monitoring monitors variables and limits configured for the site, records a complete history of all violations in a database, and allows authorized users to optionally enter reasons and annotations about violations. Operations Monitoring is normally used within OM Pro to monitor most boundaries configured in the Boundary Manager, and planning targets defined in Operating Instructions. UserAlert provides more personal monitoring, along with notifications when violations require more immediate attention. A site can configure public alert sources and end users can configure their own alert sources. Typically UserAlert detects conditions faster than Operations Monitoring and can issue and pager notifications, but does not provide for extended retention of historical violations, nor the option to enter reasons and annotations. Shift Summary and Shift Handover A shift summary report is a collection of information that is put together specifically to show what happened during a shift, and is typically used for shift handover. A shift summary is linked to a particular shift and a particular unit or process area. Shift summaries can be created at different levels in the equipment hierarchy, for example, to allow operators to prepare reports for their units, and supervisors to prepare high level reports for the same shift.

10 OM Pro 310 Specification and Technical Data 10 There is a work flow, where shift summaries are created, then submitted, then approved. Once submitted, the content is locked except for the ability to add additional notes. Once approved, the content of a shift summary is completely locked. Shift summaries are stored as PDF files. Figure 2. Typical shift summary report showing three comment snippets and one table Tasks An operating department can set up scheduled and ad hoc tasks to track its own activities. A task is something to be done that has a name, a description of what is to be done, a planned or scheduled due date, a priority, a type, and other information such as a link (a URL) to related information. Users can view tasks assigned to them, and can mark tasks as complete. Authorized users can edit tasks, assign tasks to other people, change the due date, and generally manage tasks for themselves and others. Users can create ad hoc tasks whenever needed. Recurring tasks can be scheduled with a task scheduler, for example, to collect lab samples every week.

11 OM Pro 310 Specification and Technical Data 11 All tasks have a status, such as pending, deferred, overdue, and complete. The system detects when tasks are overdue. Users can update the status. Tasks can have subtasks, and each subtask can have its own description and status. For instance, collecting lab samples could be a scheduled task, and the individual samples to be collected could be subtasks. When all samples have been collected, then the task as a whole is complete. Alarm Management Alarm system documentation is provided in ACM. The system stores information such as the alarm category, the desired trip points, priorities, alarm enable status, links to drawings, consequences of violating an alarm, and the time to respond by an operator before the condition becomes more serious. Alarm settings are documented and limits entered in ACM. Alarm limits can be enforced, meaning that they are reset to values stored in ACM. Enforcements can be scheduled, for example, every shift at a specified time, executed on demand, for example, when requested by an operator, or when operating modes change. Operators use the Alarm Enforcer Client to review pending and completed enforcements. Alarm Metrics and Analysis A performance indicator is a measurement, such as alarm count, maximum alarm rate or number of disabled alarms, used to assess plant performance. A performance target is a standard against which a PI can be evaluated, such as those found in the Engineering Equipment & Materials Users Association (EEMUA) guidelines. The EEMUA guidelines are a set of industry alarm performance targets. Reports can be configured to highlight performance indicators that exceed selected performance targets. Alarm metrics can be calculated based on a configured shift schedule. Table 2. Performance indicator data available in alarm metric reports Category Alarms Alarm rates Process changes Standing alarms Description Alarm time, return time, duration and time to acknowledge. Frequency data. Operator changes to mode, output, setpoint and other settings. Active and enabled 30 minutes before end of shift.

12 OM Pro 310 Specification and Technical Data 12 Category Standing disabled or inhibited alarms Stale alarms Standing stale alarms Repeating alarms Repeat offenders Journaled alarms Configuration Enforcement Description Active but disabled or inhibited 30 minutes before end of shift. Not returned to normal before the start of the week after which it occurred. Not returned to normal for at least 12 hours, as of 30 minutes before the end of shift. Occurred 10 or more times in a particular period (hour, shift). Exceeded the alarm count threshold one or more times in a particular period (e.g., last four complete weeks). Written to the DCS journal, whether displayed to the operator or not. DCS point configuration data. ACM enforcement data, such as sessions, exceptions, average exceptions and suspend overrides. Standard reports are provided that cover the most common plant and operator load performance indicators. In addition, users can interactively create their own multi dimensional reports. Figure 3. Typical interactive multi dimensional report for alarm metrics

13 OM Pro 310 Specification and Technical Data 13 Reports OM Pro provides over 50 standard reports, including reports for Standing Alarms, Peak Alarm Rate, Alarms per Hour, Alarm Count, Repeating Alarms, Monitoring Top 10, Monitoring Limit Violations, Instruction Details, and others. Most reports are developed using Crystal Reports, and can be extended or revised by site staff. Reports can be generated automatically on a time or shift schedule. AEA can notify users by when alarm metric reports are generated and for some reports can attach the report to the .

14 OM Pro 310 Specification and Technical Data 14 Products OM Pro includes six core products: Alarm & Event Analysis (AEA), Alarm Configuration Manager (ACM), Operating Instructions, Operations Logbook, Operations Monitoring, and UserAlert, and also some optional products such as Event Analyst. All of these products are licensed software products that can be used individually or as part of the OM Pro suite. OM Pro requires, but does not include some prerequisite software such as a process historian. A list of prerequisites is given on page 45. Alarm & Event Analysis Alarm & Event Analysis (AEA) provides alarm metrics. AEA collects and reports on alarm and event journal data, and configuration data, from Honeywell Experion, TPS History Module (HM) and Event Journal Collection (EJC) data sources. AEA can also report on Alarm Configuration Manager (ACM) enforcement data. It provides dynamic Web reports and static reports in Web, Excel and other formats. Features: Alarm metric collection, calculation, and storage, including the ability to collect from multiple data sources and support for both Honeywell and non Honeywell control systems. Standard reports such as maximum alarm rates, stale alarms, and repeating alarms. Report builder, allowing a site to create its own custom reports. Dynamic analysis using OLAP technology in a web browser, allowing users to manipulate the presentation of alarm and event data, to drill into report results, to save their own views, and to export the results to Microsoft Excel. Scheduled reports, including the ability to notify recipients by when reports are read, and attach some reports to the . 3 Configuration and alarm enforcement analysis, with reports that cover alarm system configuration and enforcement activity handled by ACM. AEA makes extensive use of products from Business Objects, including Crystal Reports, OLAP Intelligence, and Business Objects Enterprise. (See page 45.) AEA is organized to support several types of roles for reporting users, including administrators, report builders, and users. The ability to create, modify, or publish new reports is limited to the number of licenses for Crystal Reports and OLAP Intelligence. By default one license for each of these products is included with OM Pro, and more can be purchased. The ability to work interactively with the reports and OLAP cubes is limited to the number of licenses purchased for the Business Objects Enterprise server. By default, five named user licenses are included with OM Pro, and more can be purchased. There are no limits to the number of users who can view scheduled reports. 3 notifications are only possible if the AEA Web Server has SMTP server access.

15 OM Pro 310 Specification and Technical Data 15 Figure 4. AEA reports life cycle with user roles Alarm Configuration Manager Alarm Configuration Manager, or ACM, provides alarm management capabilities. Fundamentally, ACM stores information about desired alarm limits, regularly examines alarm limits, and optionally resets actual alarm limits to reference values. Features: Alarm system documentation, with a central location for alarm settings and related documentation derived from alarm analysis and rationalization. Change management, with the ability to detect disabled or modified DCS alarm settings and optionally enforces the rationalized values. Alarm system change can be handled within ACM rather than directly on the DCS. Operator performance support, with online help that describes causes and effects of an alarm as well as the recommended response. Boundary Manager, for managing constraints and boundaries for the entire OM Pro suite. Reporting, including detailed documentation, change management, and enforcement and configuration reports. Offline configuration, allowing most alarm system, change management, and configuration to be done offline.

16 OM Pro 310 Specification and Technical Data 16 ACM supports Experion and other control systems. One ACM system can support several control systems of the same or different types. Event Analyst Event Analyst is a tool for analyzing the process history and event data recorded by Uniformance PHD with Event Journal Collection (EJC) from one or more Honeywell TPS control systems. Event Analyst combines trend displays and alarm event displays on a single display to aid the analysis of historical process data. Features: Display process history from PHD and event data on the same trend. Zoom in on a region of interest. Save results as data files, for example, to provide a permanent record of good production runs or abnormal operations. Files can be compared with other file and shared with other users. Figure 5. Typical Event Analyst display Operating Instructions Operating Instructions (OI) manages and communicates the operating plan to operators. A planner, supervisor, or engineer prepares detailed instructions for a unit, including numerical targets and notes.

17 OM Pro 310 Specification and Technical Data 17 Instructions must be approved and activated. Once activated, the targets are downloaded to the process historian, and Operations Monitoring and UserAlert can monitor using the new targets. Violations are detected and processed by Operations Monitoring and UserAlert much like other violations. Features: Instructions for any node in the asset hierarchy. Each instruction can contain notes, numerical targets for hundreds of process variables, and a formulation that defines feeds and products. Group instructions in production orders, starting at the same or different times, and for the same or different assets. Numerical targets are automatically validated against boundaries configured in the Boundary Manager. Import/export production orders and instructions from external systems. Figure 6. Typical operating instruction showing notes and numerical targets Operations Logbook Operations Logbook (OL) is an electronic log to record what happens in a shift. It allows for ad hoc entry of comments and observations, tracks daily to do items, and prepares the shift handover report. Features include: Shift summary reports created by operators every shift for selected nodes in the asset hierarchy.

18 OM Pro 310 Specification and Technical Data 18 Shift summary reports are created from templates that define standard information to enter every shift, and information pulled from other applications. Tasks, a department wide to do list, with the ability to create scheduled and ad hoc tasks, to define completion times, responsibilities, and procedures. Ad hoc entry of comments and observations. Search comments entered in Operating Instructions and Operations Monitoring, as well as Operations Logbook. Figure 7. The task capability allows scheduled and ad hoc tasks Operations Monitoring Operations Monitoring (OM) systematically monitors process data against limits, and reports deviations. Limits can be planning targets from Operating Instructions, boundaries, or other limits. Users can see target values that are out of range and can enter comments and reasons why. Features: Monitor thousands of process values every few minutes, detect violations, and store results online for years. Enter reasons and comments about violations, enabling reporting and follow up on common causes. Configure each monitored variable individually, with detection methods, limits, and impact calculations. Display boundaries and other variable information.

19 OM Pro 310 Specification and Technical Data 19 Automatically suspend monitoring in process areas when defined equipment are down, for example, if a process unit is shut down. Figure 8. Operations Monitoring detects limit violations and summaries the violations and impact UserAlert UserAlert provides near real time alerting and notification for conditions when process data are outside of limits. UserAlert is intended to handle conditions where notifying operators is useful but alarms are not appropriate. UserAlert can be used to monitor any data available through an OPC server that complies with the OPC DA 1.0a or 2.0 specification. Features: Monitor process data from OPC DA data sources, with the ability to connect to multiple OPC servers. Simple and combination alerts with a rich set of algorithms and condition types. Public and private alert sources, allowing sites to configure common alerts and individual users to configure their own alerts. Pager and notifications when alerts are raised. Experion integration. UserAlert displays alerts in the Experion Alert Summary Display, which provides a consistent appearance for alarm and alert handling. UserAlert supports any control system that supports OPC. The operator interface typically runs on a control room GUS for a TPS system and on an Experion Station in an Experion system.

20 OM Pro 310 Specification and Technical Data 20 Figure 9. Experion Alert Summary Display, used to display alerts raised by UserAlert

21 OM Pro 310 Specification and Technical Data 21 Components The OM Pro products are composed of many components that run on client computers or server computers. Some of these components are shared, and some are optional. This section summarizes the components found in OM Pro by the type of system. As a general note, Honeywell does not support installing any OM Pro components on an Experion Process Server. Client Components Client components are divided into components that are primarily used by end users, and components that are primarily used by people responsible for system administration and configuration. A few components fall into both categories. In general, users need access to whatever client components are necessary to perform their job; users do not necessarily need access to all client components. Table 3. Client components for general use Component Product Description Web client AEA, ACM, OI, OL, OM Used by desktop users. Main user interface for AEA, Operating Instructions, Operations Logbook, Operations Monitoring, and parts of ACM. UserAlert Explorer UserAlert Used by desktop users. Experion Alert Summary Display UserAlert Configure alert sources. Used by desktop users and console operators. View and acknowledge alerts. Alarm Enforcer client ACM Used by console operators. Display and direct alarm enforcements and other alarm management operations. This is the main user interface for operators to interact with ACM. Can run on Experion Console Station, Experion Flex Station, GUS, Yokogawa Human Interface Stations, and Emerson DeltaV Operator Station, provided the operating system is supported by ACM. Alarm Help Client ACM Used by console operators. Provide programmatic access to alarm documentation.

22 OM Pro 310 Specification and Technical Data 22 Component Product Description AEA Report Building Workstation AEA Used by power users, typically just 1 or 2 people at a site. Create and modify reports, and publish them to the web server for general access. System administrators and people responsible for configuring the applications will often use the enter user components as well as the more specialized components used for configuration and administration tasks. Table 4. Client components for configuration and administration Component Product Description Web client AEA, ACM, OI, OL, OM Main user interface for AEA, Operating Instructions, Operations Logbook, Operations Monitoring, and parts of ACM. Also used for some administration and configuration tasks, especially configuring user accounts and roles for web access, and Operations Logbook shift summary reports. ACM Administrator Client ACM Configure ACM for a particular site. ACM Manager Client ACM Configure alarm system data and boundaries and constraints. TPI OI, OL, OM Configure use of the equipment model after it is defined in the Enterprise Model Builder, configure monitoring targets and instruction templates. GETIT OI, OL, OM Import tag configuration from PI and other third party historians. Not used when the plant historian is PHD. Translation Toolkit Experion Enterprise Model Builder AEA, ACM, OI, OL, OM, UA AEA, ACM, OI, OL, OM, UA Used to translate the user interface components to languages other than English. Configure assets and the asset hierarchy, and distribute the asset model to other systems for use. Server Components The server components are divided into two groups. One group is usually installed on one or more central servers. A second group of server components are usually installed closer to the control systems to collect data or take other actions on the control systems. A site with more than one control system will typically install multiple copies of the distributed server components. It is not listed here, but a process historian such as PHD is another central server component.

23 OM Pro 310 Specification and Technical Data 23 Table 5. Central server components Component Product Description Oracle database ACM, OI, OL, OM The Oracle database server is licensed software from Oracle Corporation. Primary storage location for ACM, OI, OL, and OM, including the Master Boundary Database (MBD), which stores alarm system data as well as boundaries and constraints for all of OM Pro. One Oracle database instance, called the Business FLEX instance, is used for all OM Pro applications and also for any other Business FLEX applications installed at this site. AEA does not store data in this database but does read the DCS hierarchy, tag configuration, and enforcement data stored by ACM. PHD can optionally be used with OM Pro. If used, a second Oracle database instance is installed for PHD, optionally including EJC. One Oracle serve computer can manage both the OM Pro and the PHD Oracle database instances. SQL Server database Business Objects Enterprise Premium and OLAP Intelligence AEA, ACM, UserAlert, OI, OL, OM AEA The SQL Server database server is licensed software from Microsoft Corporation. Primary storage location for AEA and UserAlert. Stores some information for the other applications, such as security data and shift summary reports. NOTE: SQL Server can be used as the primary database manager for ACM when ACM is used by itself, but not with OM Pro. OM Pro uses 7 SQL Server databases: EMDB (Experion Enterprise Model) emsevents (installed by EAS) OPC Integrator (installed by EAS) Experion Core Services (installed by EDS) Base Components (used by OI/OL/OM) UserAlert AlarmAnalysis (used by AEA) Report server for AEA reports and OLAP analysis. The reports are written in Crystal Reports, while the analytics made use of Business Objects OLAP Intelligence component. The Business Objects Enterprise server is licensed software from Business Objects. Business Objects owns Crystal Reports.

24 OM Pro 310 Specification and Technical Data 24 Component Product Description Crystal Reports Server OI, OL, OM Report server for OI, OL, and OM reports, which are all written in Crystal Reports. Experion Application Server (EAS) Experion Desktop Server (EDS) Experion Relational Point Data Client ACM, UserAlert AEA, ACM, OI, OL, OM ACM The Crystal Reports Server is licensed software from Business Objects. Business Objects owns Crystal Reports. Server components for applications that run in the control domain. Handles pager and notifications, logs events, exposes boundaries as OPC items, and typically acts as the OPC server when used with Experion control systems. EDS and EAS together are called the Experion Application Framework, or EAF. Web server for the web enabled parts of AEA, ACM, OI, OL, OM, and some other Honeywell products. EDS is installed on Windows Server with IIS enabled. NOTE: This server must have SMTP server access for AEA s notification to work. EDS and EAS together are called the Experion Application Framework, or EAF. Exposes boundary data stored by ACM in the Oracle database through OPC. This component is installed on top of EAS. AEA Application Server AEA Collects alarm and event data, and stores processed data in the database server. ACM Manager Server ACM Manages all the interactions with the Master Boundary Database from the other ACM components, and reads the Enterprise Model from the Experion Server. ACM Enforcer Server Proxy ACM Stands in for the ACM Enforcer Server if the Manager Server and Enforcer Server are on opposite sides of a firewall. See page 27. UserAlert Server UserAlert Connect to one or more OPC servers and obtains process data, checks process conditions in each alert source at regular interfaces, and notifies users via the Experion Alert Summary Display when conditions become active. Business FLEX Application Server OI, OL, OM Manages scheduled tasks such as the program used in OM to detect deviations, called Variance Monitoring, the program used in OI to schedule instructions, and other services.

25 OM Pro 310 Specification and Technical Data 25 Typically one copy of the distributed server components will be installed for each control system connected to OM Pro. It is not listed here, but PHD buffers are another example of distributed server components. Table 6. Distributed server components Component Product Description AEA Data Collector AEA Gathers event data from a control system, such as a TPS HM, and transfer to the AEA Application Server. ACM Enforcer Server ACM Updates and maintains alarm limits in the control systems. Typically there is one Enforcer Server for each control system, and the Enforcer Servers typically run on computers close to the control system. ACM Manager Server Proxy ACM Can run on Experion Application Server (EAS), TPS APP Node, and Emersion DeltaV App Station. Not validated to run Experion Process Server or ESVT. Stands in for the ACM Manager Server if the Manager Server and Enforcer Server are on opposite sides of a firewall. See page 27. Experion OM Pro supports Experion and other control systems. Even when used with other control systems, OM Pro makes use of common components that are shared with the Experion system. These components are packaged with OM Pro and do not need to be ordered separately. See page 45 for a list of the Experion licenses that are included with OM Pro. Several OM Pro components are supported on selected Experion components, such as Experion Console Station. As a general note, Honeywell does not support installing any OM Pro components on an Experion Process Server. OM Pro 310 shares components with the Experion 310 release. Sites that use both OM Pro 310 and Experion 310 may find that these components can be shared in production use. OM Pro 310 supports other Experion releases and sites with multiple control systems at different releases, but such sites usually are not able to consolidate servers. The Experion Application Framework (EAF) consists of two parts, the Experion Application Server (EAS), and the Experion Desktop Server (EDS), and are delivered on the same physical media. (EAS and EDS are listed in the table above as server components for OM Pro.) EAS and EDS both use Microsoft SQL Server to store configuration information. EAS and SQL Server must be installed on the same computer, and EAS databases install only the default SQL Server instance. EDS can be installed on a different computer

26 OM Pro 310 Specification and Technical Data 26 than SQL Server and does not require use of the default instance. EDS supports web applications and must be installed on a computer that has Microsoft s IIS web server enabled. The Experion Enterprise Model provides the asset or equipment model used in OM Pro, and is included with EAS. The Enterprise Model Builder is a configuration tool used to maintain the asset model, and is installed by the EAF installation program. The Experion Relational Point Data Client provides the ability to expose data from relational databases through OPC. OM Pro uses this component to expose boundary data stored by ACM in the Oracle database through OPC. The Experion Relational Point Data Client must be installed on the same computer as EAS.

27 OM Pro 310 Specification and Technical Data 27 Architecture There are a number of ways to install the various OM Pro components. Two standard approaches are described here. Other approaches are possible. As a general note, Honeywell does not support installing any OM Pro components on an Experion Process Server. Reference Architecture: Two Servers at Level 4 The first reference architecture locates most of the server components on two physical servers in the business domain. These servers are called OM Pro Server 1 and OM Pro Server 2. In this architecture the process historian is usually installed on a third server. Historian (PHD or PI) OM Pro Server 1 Oracle BF applications OM Pro Server 2 SQL Server AAM applications End users Business domain DCS Applications History collector AEA collector DCS Applications Enforcer server Manager proxy Control domain Figure 10. Reference architecture for two servers at level 4 Some server functions require connections to the control system, including the ACM Enforcer Servers and AEA Data Collectors. This architecture allows a firewall between the two main servers and the control systems, as shown in the figure. This architecture is intended to have most end users interact with the system from level 4. The server components are installed on these two physical servers as shown in the table.

28 OM Pro 310 Specification and Technical Data 28 Table 7. Location of server components with two server architecture Server OM Pro Server 1 Software Windows Server 2003 with IIS,.NET 2.0,.NET 3.0, IE Web Controls, MSXML 6.0, and MDAC 2.8 Oracle 9i or 10g Server with one or two database instances: Business FLEX and ACM Uniformance Database (optional, and only if PHD is used) Business FLEX Application Server Experion Desktop Server (EDS) with IIS, and with these OM Pro components AEA Web Server ACM Manager Web Service OI/OL/OM web components Business Objects XI Release 2 products Business Objects Enterprise Premium OLAP Intelligence Crystal Reports Server ACM Manager Server ACM Enforcer Proxy OM Pro Server 2 Windows Server 2003 with.net 2.0,.NET 3.0, MSXML 6.0, and MDAC 2.8 Oracle 9i or 10g client, Oracle Data Provider for.net, and Oracle Provider for OLE DB Microsoft SQL Server 2005 SP2 with seven databases: Experion Core Services (installed by EAF) EMDB (Experion Enterprise Model) emsevents (installed by EAS) OPC Integrator (installed by EAS) Base Components (installed by OI/OL/OM) UserAlert AlarmAnalysis (used by AEA) Microsoft SQL Server 2000 Analysis Services SP4 with one OLAP database for AEA Experion Application Server (EAS), including the Experion Relational Point Data Client ACM Point Server ACM EMI UserAlert Server AEA Application Server In this architecture ACM enforces alarms through a firewall. This is accomplished with proxy and web service components that link the ACM Manager Server on level 4 with the Enforcer Server on level 3, as shown in the diagram.

29 OM Pro 310 Specification and Technical Data 29 Figure 11. ACM communicating through a firewall Reference Architecture: DMZ The second reference architecture locates the database servers in a DMZ that is accessible to both the business and control domains. The web server is located in the business domain, and the alarm management functions are located in the control domain. End users interact with the system from both level 3 and level 4, as some capabilities are available in each domain.

30 OM Pro 310 Specification and Technical Data 30 Figure 12. Reference architecture for using a DMZ The several servers in this architecture are configured as shown in the following table. Table 8. DMZ server configuration Server Oracle Server in DMZ SQL Server in DMZ Software Windows Server 2003 with.net 2.0,.NET 3.0, MSXML 6.0, and MDAC 2.8 Oracle 9i or 10g Server with one or two database instances: Business FLEX and ACM Uniformance Database (optional, and only if PHD is used) Windows Server 2003 with.net 2.0, MSXML 6.0, and MDAC 2.8 Microsoft SQL Server 2005 SP2 with four databases: Experion Core Services (installed by EAF) Base Components (installed by OI/OL/OM) UserAlert database AlarmAnalysis (used by AEA) Microsoft SQL Server 2000 Analysis Services with one OLAP database for AEA

31 OM Pro 310 Specification and Technical Data 31 Server L4 Web Server L4 Application Server L3 Application Server Software Windows Server 2003 with IIS,.NET 2.0,.NET 3.0, IE Web Controls, MSXML 6.0, and MDAC 2.8 Oracle 9i or 10g client, Oracle Data Provider for.net, and Oracle Provider for OLE DB Experion Desktop Server (EDS) with IIS, and with these OM Pro components AEA Web Server ACM Manager Web Service OI/OL/OM web components Business Objects XI Release 2 products Business Objects Enterprise Premium OLAP Intelligence Crystal Reports Server Windows Server 2003 with.net 2.0,.NET 3.0, MSXML 6.0, and MDAC 2.8 Oracle 9i or 10g client, Oracle Data Provider for.net, and Oracle Provider for OLE DB Microsoft SQL Server 2005 SP2 with four databases: Experion Core Services (installed by EAF) EMDB (Experion Enterprise Model) emsevents (installed by EAS) OPC Integrator (installed by EAS) Experion Application Server (EAS) Business FLEX Application Server UserAlert Server AEA Application Server Windows Server 2003 with.net 2.0,.NET 3.0, MSXML 6.0, and MDAC 2.8 Oracle 9i or 10g client, Oracle Data Provider for.net, and Oracle Provider for OLE DB Microsoft SQL Server 2005 SP2 with four databases: Experion Core Services (installed by EAF) EMDB (Experion Enterprise Model) emsevents (installed by EAS) OPC Integrator (installed by EAS) Experion Application Server (EAS), including the Experion Relational Point Data Client ACM Point Server ACM Manager Server UserAlert Server Integration OM Pro provides several types of integration when the components within OM Pro are installed and configured together.

32 OM Pro 310 Specification and Technical Data 32 Boundaries. Boundaries and constraints are entered in the Boundary Manager, which is part of ACM and physically stored in the Oracle database. ACM, UserAlert, and AEA get boundary values directly from this database. Operating Instructions and Operations Monitoring get these boundary values through an indirect approach: When boundaries are released in ACM, the system copies those values to the limit set component using an internal component called VtSync. OI and OM get boundary values from limit sets, in the same way that they would if a site used limit sets but not OM Pro. Boundaries are exposed via OPC through the Experion Application Server, where they can be used by other programs. User interface. Variable information, such as the consequence of deviating, that is entered in the Boundary Manager is available in the Operating Instructions and Operations Monitoring web user interface. Assets and equipment. The OM Pro suite uses the asset model in the Experion Enterprise Model to organize information. The Experion asset model is required for ACM and AEA, and optional for OI/Ol/OM. The Enterprise Model Builder is normally to configure the asset hierarchy, and then the asset hierarchy is exported as an XML file and imported into the Plant Reference Model (PRM) used by OI/OL/OM. The import utility automatically creates any assets needed in the PRM to match what appears in the Enterprise Model, and builds the complete asset hierarchy. It is also possible to configure the PRM independently, in which case the asset (equipment) model used in ACM and AEA will be different than the model used in OI/OL/OM. Operator consoles. ACM AlarmHelp can be integrated into, and called from Experion displays. The ACM client components are compatible with SafeView. Historian tags. OM Pro keeps a list of historian tags that are available from PHD, OSIsoft PI, or another historian. This list of tags is normally updated from the historian at least once a day, and is shared by all OM Pro components that use historian tags.