Honeywell Process Solutions. Experion PKS. Overview. EPDOC-XX81-en-410A R410 March Release 410. Honeywell

Transcription

1 Honeywell Process Solutions Experion PKS Overview EPDOC-XX81-en-410A R410 March 2012 Release 410 Honeywell

2 Notices and Trademarks Copyright 2012 by Honeywell International Sárl. Release 410 March 2012 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 customers. 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, PlantScape, Experion PKS, and TotalPlant are registered trademarks of Honeywell International Inc. Other brand or product names are trademarks of their respective owners. Honeywell Process Solutions 1860 W. Rose Garden Lane Phoenix, AZ USA ii Experion PKS Overview R410 Honeywell March 2012

3 About This Document Provides brief descriptions of the functions and components that can be combined to personalize your Experion system. Release Information Document Name Document ID Release Number Publication Date Overview - ovwm EPDOC- XX81-en- 410A 410 March 2012 References The following list identifies all documents that may be sources of reference for material discussed in this publication. Control Building User's Guide C300 Controller User s Guide Control Hardware Installation Guide Server and Client Planning Guide Server and Client Configuration Guide Experion Specification document Document Title R410 Experion PKS Overview iii March 2012 Honeywell

4 Support and Other Contacts Support and Other Contacts United States and Canada Contact: Phone: Fascimile: Mail: Europe, Middle East, and Africa (EMEA) Contact: Phone: Fascimile: Mail: Honeywell Solution Support Center Calls are answered by dispatcher between 6:00 am and 4:00 pm Mountain Standard Time. Emergency calls outside normal working hours are received by an answering service and returned within one hour Honeywell TAC, MS L W. Rose Garden Lane Phoenix, AZ, USA Honeywell TAC EMEA TAC-BE02 Hermes Plaza Hermeslaan, 1H B-1831 Diegem, Belgium Pacific India Contact: Phone: Fascimile: Mail: Contact: Phone: Fascimile: Mail: Honeywell Global TAC Pacific (toll free within Australia) (outside Australia) Honeywell Limited Australia 5 Kitchener Way Burswood, WA, 6100, Australia GTAC@honeywell.com Honeywell Global TAC India / Honeywell Automation India Ltd 56 and 57, Hadapsar Industrial Estate Hadapsar, Pune , India iv Experion PKS Overview R410 Honeywell March 2012

5 Support and Other Contacts Korea Contact: Phone: Fascimile: Mail: Honeywell Global TAC Korea (toll free within Korea) Honeywell Co., Ltd 4F, Sangam IT Tower B4-4 Block 1590, DMC Sangam-dong, Mapo-gu Seoul, , Korea People s Republic of China Contact: Phone: Mail: Honeywell Global TAC China Honeywell (China) Co., Ltd 33/F, Tower A, City Center, 100 Zunyi Rd. Shanghai , People s Republic of China Global-TAC-China@honeywell.com Singapore Contact: Phone: Fascimile: Mail: Honeywell Global TAC South East Asia Honeywell Private Limited Honeywell Building 17, Changi Business Park Central 1 Singapore GTAC-SEA@honeywell.com Japan Contact: Fascimile: Mail: Honeywell Global TAC Japan Honeywell K.K New Pier Takeshiba, South Tower Building 20th Floor, Kaigan, Minato-ku Tokyo , Japan Global-TAC-JapanJA25@honeywell.com R410 Experion PKS Overview v March 2012 Honeywell

6 Support and Other Contacts Elsewhere Call your nearest Honeywell office. World Wide Web Honeywell Process Solutions website: Training Classes Honeywell Automation College: vi Experion PKS Overview R410 Honeywell March 2012

7 Symbol Definitions Symbol Definitions The following table lists those symbols used in this document to denote certain conditions. Symbol Definition ATTENTION: Identifies information that requires special consideration. TIP: Identifies advice or hints for the user, often in terms of performing a task. REFERENCE -EXTERNAL: Identifies an additional source of information outside of the bookset. REFERENCE - INTERNAL: Identifies an additional source of information within the bookset. CAUTION Indicates a situation which, if not avoided, may result in equipment or work (data) on the system being damaged or lost, or may result in the inability to properly operate the process. CAUTION: Indicates a potentially hazardous situation which, if not avoided, may result in minor or moderate injury. It may also be used to alert against unsafe practices. CAUTION symbol on the equipment refers the user to the product manual for additional information. The symbol appears next to required information in the manual. WARNING: Indicates a potentially hazardous situation, which, if not avoided, could result in serious injury or death. WARNING symbol on the equipment refers the user to the product manual for additional information. The symbol appears next to required information in the manual. WARNING, Risk of electrical shock: Potential shock hazard where HAZARDOUS LIVE voltages greater than 30 Vrms, 42.4 Vpeak, or 60 VDC may be accessible. R410 Experion PKS Overview vii March 2012 Honeywell

8 Symbol Definitions Symbol Definition ESD HAZARD: Danger of an electro-static discharge to which equipment may be sensitive. Observe precautions for handling electrostatic sensitive devices. Protective Earth (PE) terminal: Provided for connection of the protective earth (green or green/yellow) supply system conductor. Functional earth terminal: Used for non-safety purposes such as noise immunity improvement. NOTE: This connection shall be bonded to Protective Earth at the source of supply in accordance with national local electrical code requirements. Earth Ground: Functional earth connection. NOTE: This connection shall be bonded to Protective Earth at the source of supply in accordance with national and local electrical code requirements. Chassis Ground: Identifies a connection to the chassis or frame of the equipment shall be bonded to Protective Earth at the source of supply in accordance with national and local electrical code requirements. viii Experion PKS Overview R410 Honeywell March 2012

9 Contents 1. INTRODUCTION Experion Process Knowledge System (PKS) Offers a Single Solution. 19 Introducing Experion PKS Experion PKS basics Basic Control System topology CONCEPTS AND FUNCTIONS Global Data Ownership Global ownership Data ownership Composite Data Deterministic Control Redundancy SCADA Support On-Process Migration Redundant servers required Experion controller migration Safety Manager migration Off-Process Migration Upgrade Tool Custom installation path Configuration Studio Building an Enterprise Model About the Experion Enterprise Model System model Asset model Alarm group model Network tree Control Building Control Builder Navigation improvements in the Control Builder Search enhancements in the Control Builder Resize Control Builder Search windows R410 Experion PKS Overview ix March 2012 Honeywell

10 Contents Control Builder enhancements in R Function blocks Control Modules Continuous control functions Logic control functions Sequential control functions Batch control functions Procedural operations Layered recipe functions Unit Control Function (UCF) Support for Class-based recipes Template and hierarchical build functions Qualification and Version Control System Peer Control Data Interface functions Identical Build/Operate Environments Build environment Independent build capability Multiple user access Operate environment Safety Builder OneWireless integration Functional Logic Diagrams (FLDs) Custom Display Building HMIWeb Display Builder Display scripts Online Documentation Knowledge Builder KB mode Internet-awareness Internationalization SERVERS AND STATIONS Supervisory Infrastructure Components Functions and features Server Capability Alarm and event management Alarm aggregation Historization x Experion PKS Overview R410 Honeywell March 2012

11 Contents Trending Reporting Redundancy Distributed System Architecture Server scripts Specialized server software options Stations Flexibility Flex Stations Console Stations, Console Extension Stations, and Consoles Multiple-window Station configurations Mobile Station eserver and casual Web access Specialized Station hardware Station security Integrated Security Signon Manager Electronic signatures High Security Policy Data Exchange TPS Integration Open Database Connectivity (ODBC) Driver Open Database Connectivity (ODBC) Data Exchange Microsoft Excel Data Exchange (MEDE) OLE for Process Control (OPC) Experion Application Programming Interface (API) Network API PROCESS CONTROL HARDWARE Control Hardware Infrastructure Basic Components Extension Component Process Controller About the controller Chassis Control Processor Controller redundancy Bumpless failure Chassis I/O Chassis I/O terminal connectors Series C I/O Safety Controller Safety Manager System Configurations R410 Experion PKS Overview xi March 2012 Honeywell

12 Contents Safety Manager basic architectures Controller chassis Control Processor Quad Processor Pack (QPP) Universal Safety Interface (USI) IO bus I/O modules IO FTA Wireless Device Manager SUPPORTED EXPERION HARDWARE Supported Platforms Supported server platforms Supported workstation platforms Support for new Matrox Extio2 Remote Peripheral Solution (RPS) PROCESS COMMUNICATIONS Communications Topology Plantwide communications Scalable security inhibits unauthorized data access Control level communications Application and user interface communications for the Experion server Foundation Fieldbus communications Redundant Fieldbus integrated architecture Network Platforms Ethernet Fault Tolerant Ethernet Supervisory Fault Tolerant Ethernet (FTE), ControlNet or Ethernet Time Synchronization ControlNet Open technology Devices Control network redundancy ControlNet Interoperability Connectivity Background Third-party networks Communications Model for the Control Processor Reference model xii Experion PKS Overview R410 Honeywell March 2012

13 Contents Publish/subscribe transport layer Publish/subscribe application layer Request/response application layer Report-by-exception Safety Manager SafeNet MONITORING PLANT PROCESSES Understanding Points Process points Flexible points Standard (Inbuilt) point types Scanning Point algorithms Scripts User-defined parameters Process Monitoring and Data Display System displays for configuring your system System displays for managing alarms and events System displays for monitoring your processes Custom displays Operator Notification of Alarms and Events Alarm and event generation Alarms Filters and views Alarm suppression Alarm shelving Operator response Safety Manager Sequence of Events (SOE) support SOE generation SOE reporting CONTROLLING THE PROCESS Understanding Supervisory Control Supervisory control Examples of Process Control Background Process control using status points Process Control Using Analog Points R410 Experion PKS Overview xiii March 2012 Honeywell

14 Contents 9. ANALYZING PROCESS DATA Understanding Reports Background Process History Analysis and Archiving History PHD integration Analyzing process history Archiving process history Event archiving and storage STANDARD COMPLIANCE Safety Manager compliance Experion compliance xiv Experion PKS Overview R410 Honeywell March 2012

15 Contents Tables Tables Table 1 Safety Manager System Configurations Table 2 System Manager Architectures R410 Experion PKS Overview xv March 2012 Honeywell

16 Contents Figures Figures Figure 1 - Experion Platform Architecture Figure 2 - Basic Experion System Topology with C200 Process Controllers Figure 3 - Basic Experion System Topology with C300 Process Controllers Figure 4 - Example SafeNet Topology Figure 5 - Configuration Studio Figure 6 - Typical Control Builder view with open Control Module Figure 7 - Sample Safety Builder Function: Network Configurator Figure 8 Experion OneWireless integration topology Figure 9 - Sample Functional Logic Diagram (FLD) Figure 10 - Typical custom display Figure 11 - Typical trend display Figure 12 - A geographically distributed system Figure 13 - A plant-wide distributed system Figure 14 - Honeywell's Icon Console Figure 15 - Sample Upgraded System with Experion Controller Expansion Figure 16 - C200 Control Processor Figure 17 - C300 Control Processor Figure 18 - Redundancy Module For C200 Controller Redundancy Figure 19 - Module redundancy for C200 Controller in redundant supervisory ControlNet networks Figure 20 - C300 Controller redundancy in supervisory Fault Tolerant Ethernet network79 Figure 21 - Chassis I/O Module Basic Layout Figure 22 - Typical non-redundant Series C I/O configuration Figure 23 - Front and Rear View of the CP chassis Figure 24 - Safety manager Control Processor Modules Figure 25 - Back View of Typical Safety Manager with Redundant Controller and I/O Chassis Figure 26 - Example of the High Density SAi 1620m Module Figure 27 - Some Terminal Type FTA's Figure 28 - Scalable Architecture for Plantwide Communications Figure 29 - Control Level Communications Network for C200 Controllers using ControlNet media Figure 30 - Supervisory Level Communications Network Figure 31 - Foundation Fieldbus Level Communications Network using a Chassis I/O - Series A Fieldbus Interface Module Figure 32 - Foundation Fieldbus Level Communications Network using a Series C Fieldbus Interface Module Figure 33 - Sample system architecture for redundant Fieldbus integration using a Chassis I/O - Series A Fieldbus Interface Module xvi Experion PKS Overview R410 Honeywell March 2012

17 Contents Figure 34 - Sample system architecture for redundant Fieldbus integration using a Series C Fieldbus Interface Module Figure 35 - Control Network Redundancy Figure 36 - Connectivity System Figure 37 - Experion versus ISO-OSI Communications Model Figure 38 - Example Safety Manager Topology Figure 39 - Typical configuration display Figure 40 - An alarm summary display Figure 41 - A typical point detail display Figure 42- A Typical Faceplate Figure 43 - A typical trend display Figure 44 - A typical group display Figure 45 - Safety Manager System Information Display Figure 46 - An event summary display Figure 47 - Supervisory Control Process Figure 48 - Process Control Example Figure 49 - Process Control Using Status Points Figure 50 - Process Control Using Analog Points R410 Experion PKS Overview xvii March 2012 Honeywell

18 Contents Figures xviii Experion PKS Overview R410 Honeywell March 2012

19 1. Introduction 1.1 Experion Process Knowledge System (PKS) Offers a Single Solution Introducing Experion PKS Experion PKS is a cost-effective open control and safety system that expands the role of distributed control. It addresses critical manufacturing objectives to facilitate sharing knowledge and managing workflow. Experion provides a safe, robust, scalable, plantwide system with unprecedented connectivity through all levels of the plant as illustrated in the following high-level view of the architecture. The Experion unified architecture combines DCS functionality and a plant-wide infrastructure that unifies business, process, and asset management to: Facilitate knowledge capture Promote knowledge sharing Optimize work processes Accelerate improvement and innovation. R410 Experion PKS Overview 19 March 2012 Honeywell

20 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution Experion PKS basics Figure 1 - Experion Platform Architecture The Experion platform is well suited for both small and large systems. It provides the power and flexibility required to handle the full spectrum of process control and safety applications. Experion offers state-of-the-art DCS capabilities that include Abnormal Situation Management (ASM ), Safety Management, and Information Management technologies. Experion interfaces with FOUNDATION Fieldbus, Profibus, DeviceNet, HART, LON, ControlNet and Interbus. Robustness, security, compliance, control, safety, and reliability are plant-wide. Its distributed control features include a complete continuous, logic, sequential, and drive object-oriented control environment hosted on fully redundant controllers. Experion features include: Sophisticated human-machine interface. Tightly integrated databases, engineering tools, and control and safety applications. 20 Experion PKS Overview R410 Honeywell March 2012

21 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution Operational integration of control and safety applications. Open, deterministic, high-speed control network communications system for predictable and repeatable control linking servers, controllers, and remote I/O. A configurable Control Execution Environment (CEE) provides deterministic, consistent, and reliable control application execution. A single builder tool, Configuration Studio, allows integrated application configuration. Four CEE-based controllers: The C200 Process Controller is a compact and cost-effective solution located close to the process with direct IO connections. It is ideal for integrated regulatory, fast logic, sequential, and batch control applications. The C200E Process Controller an enhanced C200 Controller with additional user memory and an enhanced function block set. The C300 Process Controller is the next generation controller that builds on the reliability and robustness of the C200 controller to provide even more versatile control integration through innovative mounting and connecting techniques. The Process, Machinery and Drives (PMD) Controller provides the traditional control process functions and manages smart motor center controls, hydraulic and pneumatic controls of machinery and coordinated line drive control solutions. Fast functions, such as machine element controls and coordinated line drives, can be executed at a 20 millisecond cycle. For more information about PMD Controllers, refer to Experion PKS with PMD Controller Field Controller User's Guide and Experion PKS with PMD Controller Field Controller Express User's Guide. The Application Control Environment (ACE) is ideally suited for supervisory control solutions and integration with third party control systems. It is hosted on a server grade computer platform. Safety Instrumented Systems (SIS) Safety Manager topology with scalable safety solution through Safety Manager local I/O and SafeNet plant-wide network capabilities. Safety Manager will meet the most stringent safety requirements with Safety Integrity Levels (SIL) 3 compliancy. The Simulation Control Environment (SCE) supports system simulation on computers without requiring dedicated controller hardware or process connections. Redundancy support for servers, networks, and controllers. Distributed System Architecture (DSA) that integrates multiple servers into a single operational system. R410 Experion PKS Overview 21 March 2012 Honeywell

22 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution Support for internationalization/localization. Interfaces for wide variety of third-party controllers and protocols. A cost-effective architecture that - Makes extensive use of open technologies and commonality of hardware, and Is scaleable from just a few points, to thousands of points. Basic Control System topology In a basic Experion system topology, the server and C200/C200E and/or C300 Process Controllers share a global database, so you only need to enter data once. This one-step configuration eliminates errors and dramatically reduces configuration time. When you define a control or safety strategy, point detail displays, trends, alarms, and group displays are automatically created, so you instantly have access to the information you need to operate your control or safety strategy. The following figure illustrates the high-level view of a basic Experion system topology. Experion can be segmented into basic sets of hardware component platforms: Supervisory Platform, which includes non-proprietary computing platforms running Windows operating systems and serving as both Experion servers and Experion Stations. Experion Stations are able to serve as both engineering and operating interfaces, depending on the software loaded on each node. C200/C200E, C300, using a small hardware form-factor supporting a scaleable and modular architecture. Commonality and flexibility of hardware components, and their placement within the system, reduce initial cost-to-purchase, and minimize cost-of-ownership while plant safety is guaranteed. Safety Manager Controller is the SIL 3 safety controller that executes safety strategies independently from the process control layer. It communicates with dedicated Input/Output (I/O) modules that are directly connected to the Safety Manager controller. Safety manager is a fully redundant controller that seamlessly integrates in the Experion topology. Safety Manager Controllers can connect to each other through a dedicated network or through the FTE network. The "SafeNet" connection is a SIL 4 certified safety protocol. Process, Machinery and Drives (PMD) Controller is a controller unit that contains an integrated application execution environment, two independent fieldbus interfaces, an Upline interface, an FTE system interface. Integrated Controllers, the server integrates to a number of Honeywell loop controllers and recorders. This integration effectively reduces engineering time by integrating the device configuration tools and/or diagnostic features with the Experion platform. 22 Experion PKS Overview R410 Honeywell March 2012

23 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution Third -party Controllers, the server can interface to a number of third party controllers including the Allen Bradley PLC5 and SLC range, Modicon, GE Fanuc and Siemens plus many more. Communications Platform, which utilizes open network standards, including: Ethernet-or Honeywell's Fault Tolerant Ethernet (FTE) based plant information network (PIN) linking servers and clients together for the purpose of supervisory level communications. Fault Tolerant Ethernet (FTE) network providing the communications link between the C300 Controllers and the supervisory level as well as peer-to-peer communication between Controllers and remote I/O. SafeNet providing the safe communication link between the Safety Manager Controllers on a separate network or by using Fault Tolerant Ethernet (FTE). ControlNet, Ethernet, or Fault Tolerant Ethernet (FTE) network providing the communications link between the C200/C200E Controllers and the supervisory level, as well as peer-to-peer communications between Controllers, with - ControlNet network providing the communications link between the C200/C200E Controllers and remote I/O. ATTENTION With R410, you can configure native peer-to-peer communication between the CEE points and non-cee points such as SCADA, TPS, PMD, and Safety Manager points. R410 Experion PKS Overview 23 March 2012 Honeywell

24 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution LAN (TCP/IP, Ethernet, Fault Tolerant Ethernet, etc.) Other connectivity Honeywell S9000 Honeywell 620 LC TDC 3000 Data Hiway Honeywell UDC Modicon PLC Allen-Bradley Server Station Station Supervisory Fault Tolerant Ethernet, ControlNet, or Ethernet Controller Controller Controller I/O ControlNet I/O ControlNet Non-Redundant Controller Redundant Controller Figure 2 - Basic Experion System Topology with C200 Process Controllers 24 Experion PKS Overview R410 Honeywell March 2012

25 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution Figure 3 - Basic Experion System Topology with C300 Process Controllers R410 Experion PKS Overview 25 March 2012 Honeywell

26 1. Introduction 1.1. Experion Process Knowledge System (PKS) Offers a Single Solution Figure 4 - Example SafeNet Topology 26 Experion PKS Overview R410 Honeywell March 2012

27 2. Concepts and Functions 2.1 Global Data Ownership Global ownership The global ownership part of the Global Data Ownership concept means that there is one-and-only-one owner of any particular object across the entire automation system. This has advantages primarily in the area of engineering efficiency. Global data allows the Experion system to provide a unified build environment. Data ownership In the Experion system, the controller owns some data while other data is owned by a server-based database known as the System Repository. Each data element is owned by one-and-only-one of these entities. This provides robustness because all users throughout the Experion system are dealing with the same value for that data at any given point in time. Since the data is owned by one-and-only-one entity yet is usable throughout the entire system, each data entity needs to be built only once in Control Builder. Data is also acted upon in a unified fashion, best typified by unified event management. For example, the C200/C200E or C300 Process Controller originates alarms and events and notifies all relevant parties throughout the system of their occurrence. This is known as the "event notification subsystem" and it is an important part of the system's architecture. Data in the Experion environment is global in nature, and as such, can be used by any relevant entity throughout the system. 2.2 Composite Data Composite data (using a Control Module, point, parameter model) provides engineering efficiency by establishing predefined data structures. It also permits precise control by supporting consistent exception and failure mode handling. 2.3 Deterministic Control Deterministic control simply means quality through repeatable control. Users are informed when they approach the limits of the control processing cycle. If a user has overloaded a controller processing cycle, control is still performed. 2.4 Redundancy Redundancy provides critical system components with the software to transfer from a primary to a secondary device should a problem develop in the primary device. The Experion system has been designed to accommodate the most complete redundancy protection ever developed for an industrial automation system, and fully implement redundancy in terms of servers, networks, controllers, and selected I/O. R410 Experion PKS Overview 27 March 2012 Honeywell

28 2. Concepts and Functions 2.5. SCADA Support For Experion Safety Manager, redundancy is applied by running the two single legs simultaneously. This allows for uninterrupted process safety in case of any anomaly detected in controller, I/O or field instrumentation. Even the single Safety Manager leg is SIL 3 certified without restrictions. 2.5 SCADA Support By definition, an Experion process system includes C200/C200E, C300, and/or ACE controllers. It can also include SCADA devices that may consist of serial devices (RS232 or RS485), ControlNet connections, and/or Ethernet Interfaces (for example, MODBUS TCP) or combinations of these. In addition, SCADA points and connections may coexist with C200/C200E s and TPS within given capacity constraints. The Quick Builder application provides the tools for building a SCADA network interface. A SCADA only system does not include C200/C200E, C300 or ACE controllers. 2.6 On-Process Migration Experion on-process migration is a licensed option for upgrading software on redundant servers, Stations, and Process Controllers to a new release. It does not include the migration of SCADA connected controllers. Redundant servers required If you have a redundant system, you can use on -process migration to upgrade to the next release of Experion while maintaining view and control of your processes. On-process migration involves upgrading one of the servers, switching the upgraded server to primary mode and then upgrading the other server. Once you upgrade the redundant servers and their associated Stations, you can use the Controller Migration Wizard to upgrade the redundant Controllers and their associated I/O modules. Experion controller migration Redundant C200/C200E Controllers migration includes the firmware upgrade of chassis-resident modules such as the Control Processor Module, Redundancy Module, Fieldbus Interface Module and I/O Link Interface Module. The same is true for Redundant Series C hardware such as the C300 Controller and Series C Fieldbus Interface Module. You must upgrade ACE and SCE nodes off process, but you can use the Controller Migration Wizard to start the migration. ATTENTION You must perform freeze and switchover operation of redundant C200, C200E, and C300 from server B only. 28 Experion PKS Overview R410 Honeywell March 2012

29 2. Concepts and Functions 2.7. Off-Process Migration Safety Manager migration Safety Manager on-process migration is an option for upgrading software on redundant Safety Manager Controllers to a new release. If you have a redundant system, you can upgrade to the next release of Experion Safety Manager while maintaining view and safety of your processes. On-process migration involves upgrading one of the Safety Manager Control Processors, switching the upgraded server to primary mode and then upgrading the other Control Processor. This all is done by using the 4-step wizard that guides you through the OPM process The Safety Manager migration allows for upgrades of application, and firmware. The migration is TUV approved and Safety Manager will continue safeguarding the Process during all steps of the migration process. No external measures (such as external overrides or secondary means of process stops) are needed. The flexible migration of Safety Manager allows even adding and removing of hardware modules, chassis or even complete Safety Manager Controllers while continuously monitoring the plant safety. 2.7 Off-Process Migration The off-process migration does not require a license and you can use it to upgrade redundant as well as any non-redundant system components including servers. 2.8 Upgrade Tool The Upgrade tool checks the upgrade readiness of the nodes and its subsystems in an Experion system. The Upgrade tool is installed as a part of the Engineering tools installation. If you have redundant servers, Upgrade tool is installed on Server B. In case of non-redundant server, Upgrade tool is installed on the only server. The Upgrade tool does not depend on any specific Experion topology. In case of a redundant Experion configuration, the Upgrade tool is run only on the Server B. In case of a non-redundant Experion server configuration, the Upgrade tool is run on the single Experion server node. The Upgrade tool ensures that it does not overload the Experion server. Before starting an Experion upgrade, you have to verify the upgrade readiness of the Experion system and prepare it for the upgrade. The Upgrade tool automates the manual process of preparing the Experion system for the upgrade. After the upgrade is complete, you can run the Upgrade tool to perform a post-upgrade analysis. Upgrade tool makes the upgrade readiness process effortless, easy, and errorfree. It reduces the manual information gathering time and minimizes the possibility of errors. R410 Experion PKS Overview 29 March 2012 Honeywell

30 2. Concepts and Functions 2.9. Custom installation path 2.9 Custom installation path Starting R410.1, Experion installation, and migration is supported on custom installation paths. This feature allows control on the path where Experion is installed/migrated and the location where the runtime files and SQL logs are stored. You can select the custom installation path for the following components. Experion software: This consists of deliverable that are part of Experion installer and third party software. Experion runtime data: This consists of the all the files and folders available at C:\ProgramData\Honeywell\ path for the Experion release and the Experion SQL databases. Following files comes under this category. Runtime data Experion created SQL data files Experion SQL logs: This consists of SQL database log files generated during installation/migration 2.10 Configuration Studio Configuration Studio provides a central location from which you can configure your Experion system. The individual tools required to configure parts of your system are launched from Configuration Studio. 30 Experion PKS Overview R410 Honeywell March 2012

31 2. Concepts and Functions Configuration Studio Figure 5 - Configuration Studio In Configuration Studio, you are provided with a customized list of tasks that you are required to complete to configure your system. When you click a task, the appropriate tool is launched so that you can complete the task. R410 Experion PKS Overview 31 March 2012 Honeywell

32 2. Concepts and Functions Building an Enterprise Model These tools include: Enterprise Model Builder: a graphical tool for building your asset model. (See Asset model.) Quick Builder: a graphical tool for building hardware items such as Flex Stations, printers, controllers, and standard (non-c200/c200e) points in your system. After building hardware and points with Quick Builder, you download these items from Configuration Studio to the server database. System Displays: displays that are used to configure items such as reports, group display, trends, Station settings, and Console Stations. Control Builder: a graphical tool for building your control strategy for Process Controllers. HMIWeb Display Builder: a graphical tool for creating your own (custom) displays using Web-based features. Displays are saved in HTML format. For more information on custom displays and HMIWeb Display Builder, see the Safety Builder section Building an Enterprise Model About the Experion Enterprise Model The Experion Enterprise Model is a framework that can be used by engineers, operators, and applications to model and view their plant or process. The Enterprise Model replaces the flat, area-based structure that was used prior to Release 210. You use Configuration Studio (see Configuration Studio) to define the various components of your Enterprise Model, which comprises: System model Asset model A system model An asset model An alarm group model Network tree The system model represents the boundaries of your system. You build your system model by defining the servers that are part of your Experion system. You can also use your system model, to define those servers that are connected to, but outside of, your system. An asset model forms the core of the Experion Enterprise Model and is used to: Define scope of responsibility for operators and other users Navigate your Experion system 32 Experion PKS Overview R410 Honeywell March 2012

33 2. Concepts and Functions Control Building Resolve data references Manage alarms Organize points, displays and reports. About assets in an asset model An Experion asset is a database entity that represents a particular physical item in your enterprise, for example, fixed plant equipment, facilities and buildings. The benefits of a hierarchical asset-based structure in your Experion database include: Alarm group model A simple and intuitive means of implementing scope of responsibility (SOR), that is, of allowing or restricting access to parts of the plant, process, or equipment. Instead of having to nominate each and every item for which a given Station or operator has scope of responsibility, you can often assign the scope of responsibility with a single click, depending on how you have defined your asset structure. By assigning a given asset to a Station or operator, you assign that Station or operator the ability to control all the points that belong to that asset (and any of its subsidiary or "child" assets) and to view the alarms and custom displays for that asset. A structure that can be used to logically replicate your physical assets and to engineer your Experion system around your key entities. A user-friendly asset-naming system that helps operators and other users to more easily navigate through displays and identify particular parts of the plant or specific pieces of equipment without having to remember obscure tag names. A ready-made form of alarm aggregation. Once you have defined your assets and the points that belong to those assets, alarms for those points are automatically aggregated under each asset. The alarm group model is used to: Network tree Define alarm groups View aggregated alarms for those alarm groups The Network tree is a graphical view of the nodes on your network, which can be viewed on the System Status display. This provides you with a single display that can be used to view the status of all the parts that comprise your control system. The Network tree works in conjunction with the System Event Server and the System Performance Server to display system errors, which can be used to troubleshoot faults within the system. R410 Experion PKS Overview 33 March 2012 Honeywell

34 2. Concepts and Functions Control Building 2.12 Control Building Control Builder Control Builder is an engineering tool offering the latest in control strategy building going well beyond looking "pretty" on screen. Its graphical, object-oriented design dramatically reduces the effort required to design, implement and document control applications. Figure 6 - Typical Control Builder view with open Control Module. Prior to R400, you could search or a tag by expanding the function block tree view in Project or Monitoring mode. With R400, you can search, sort, and filter the tags. The Control Builder search window can be resized to view the complete tag name and other fields. 34 Experion PKS Overview R410 Honeywell March 2012

35 2. Concepts and Functions Control Building Navigation improvements in the Control Builder Navigating to the function block/parameter in the Control Builder is based on the Closed Match concept. For more information on navigation enhancements, see Control Building User's Guide. Search enhancements in the Control Builder Prior to R400, you could search for a tag by expanding the function block tree view in Project or Monitoring mode. With R400, you can search for tags in the following ways. Using File > Open > Open Object Using Find Options toolbar in the tree view Typing the prefix of a tag in the tree view Using New List View, which also provides sorting and filtering functionality For more information on search enhancements, see Control Building User's Guide. Resize Control Builder Search windows Prior to R400, you could not resize the search window to view the complete tag name and other fields. With R400, following are the enhancements with Control Builder Search windows. Resizing of the Control Builder Search window to view the complete tag name A tooltip is available for the controls in the dialog box. Column sorting and resizing based on the column values The following are the search windows considered for the enhancements: Point Selection popup window Create / Read Bulk Build List Create / Read Bulk Edit List Substitute Name List Execution Environment Assignment For more information on resizing the Control Builder Search windows, see Control Building User's Guide. R410 Experion PKS Overview 35 March 2012 Honeywell

36 2. Concepts and Functions Control Building Control Builder enhancements in R410 The following are the Control Builder enhancements in Experion R410. Configuring on-delay and off-delay for individual alarms With R410, on the Alarms tab, you can configure on-delay time, off-delay time, deadband value, and deadband units for the individual alarms. This is applicable only for few function blocks for which alarms are supported. For more information about the on-delay and off-delay functionality, refer to Control Builder Components Theory. Configuring alerts With R410, the FLAG block is enhanced such that you can configure the FLAG block to generate alerts. To accomplish this, a new parameter ALTENBOPT is introduced in the Main tab of the FLAG block configuration form. For more information about configuring the alerts, refer to Control Building User's Guide. Control Builder print feature Prior to R410, you could not print multiple pages in a single sheet. This resulted in wastage of paper. In addition, you could not view the complete chart configuration in a single page. In addition, before printing, you could not predict the number of pages that might be required to print the selected chart. With R410, Control Builder print and zoom feature is enhanced such that you can print multiple pages of a chart in a single sheet based on the scale factor. In addition, before printing you can preview the charts and can predict the number of pages to be printed using the Print Preview option. You can also zoom-in and zoom-out the charts to the desired zoom values. For more information about configuring the alerts, refer to Control Building User's Guide. Print Preview feature With R410, Print Preview feature enables you to preview the charts before printing. You can only preview the chart that is currently open before printing. The Print Preview feature enables you to view each page of a chart individually. You can also navigate to the next or the previous page of the chart. For more information about configuring the alerts, refer to Control Building User's Guide. 36 Experion PKS Overview R410 Honeywell March 2012

37 2. Concepts and Functions Control Building Inserting comments into a strategy using Text Comment block With R410, you can use the Text Comment block to add comments into a template or a strategy. The Text Comment block contents can be added/modified from the Project view. The strategy can then be loaded to the Monitoring view without inactivating the strategy or setting the CEE to IDLE. If you add a Text Comment block into a strategy that is already loaded, the Load while active delta flag appears against the strategy. Similarly, if you modify the existing comments in the Text Comment block, the Load while active delta flag appears against the specific Text Comment block. This indicates that the strategy/block can be loaded while active. For more information about Text Comment block, refer to Control Builder Components Theory. Exporting object with contents With R410, you can export objects with contents. When you select a parent object to be exported, all the childlevel objects are also selected for export, by default. The parent objects can be Controllers, CEEs, IOLINKs, containers CM, or user-defined templates. For example, you can export a controller along with its assigned strategies in a single operation. For more information about exporting objects, refer to Control Building User's Guide. Regulatory control (REGCTL) function block detail displays With R410, standard detail displays are supported for some of the REGCTL function blocks. As a result, the operator need not create a custom display for these REGCTL blocks for monitoring purposes. For more information about exporting objects, refer to Control Building User's Guide. Support for validation of blocks with OPC references Prior to R410, if you entered an incorrect block name, there was no option to verify the OPC references during configuration. If any of the block that contained OPC references had executed successfully, and if that block was deleted later, there was no indication of the missing block during the subsequent execution. With R410, a new feature is introduced in the Control Builder/Recipe Builder to validate blocks with OPC references after loading the OPC gateway. This feature can also be used for validating OPC references, if the OPC gateway is configured through the Redirection Manager (RDM). R410 Experion PKS Overview 37 March 2012 Honeywell

38 2. Concepts and Functions Control Building Support to edit or load parameters while active With R410, you can modify and load the SR-resident parameter values without inactivating the control strategy/setting the CEE to IDLE. The parameters that can be modified/loaded while active are referred to as active loadable parameters. In addition, you can turn off editing of all parameter values except for active loadable parameters. To accomplish this, Allow only active loadable parameter changes option is introduced in the System Preferences > General tab. To load parameters while active, a new load option called Load Values while Active is provided. Note that when load while active is performed, the server point build also happens simultaneously. Any errors that occur while loading the active loadable parameter values do not affect the on-process control. For more information about Load Values While Active functionality, refer to Control Building User's Guide. Automatically apply Daylight Savings Time (DST) Prior to R410, at the start of DST, you had to manually set the DAYLIGHTTIME parameter to ON in all Experion controllers. Similarly, at the end of DST, you had to set this parameter to OFF in all Experion controllers. With R410, a new feature Automatically apply DST is introduced, which enables you to automatically apply DST settings to all Experion controllers in a cluster. This feature is applicable to all Experion controllers. This feature is optional; however, if you do not select this feature, you still have to manually set the DAYLIGHTTIME parameter. For more information about Automatically apply DST functionality, refer to Control Building User's Guide. Identification of unused I/O channels Prior to R410, identifying unused I/O channels was not easy since I/O channels retained their last modified names even after unassignment or deletion. With R410, I/O channel names return to their default names after unassignment or deletion; thereby making the identification of unused I/O channels simpler. In R410 and later, in case the channel name conflicts during any of the scenarios mentioned, _1 is suffixed with the channel name. For example, if AICHANNEL_01 already exists in the unassigned list, the channel name is changed to AICHANNEL_01_1. For more information about identification of unused I/O channels functionality, refer to Control Building User's Guide. 38 Experion PKS Overview R410 Honeywell March 2012

39 2. Concepts and Functions Control Building Support to rename objects while importing Prior to R410, you could not rename the objects while importing. As a result, the existing objects would be overwritten with the new objects. With R410, you can rename objects while importing the objects. You can also rename objects containing Foundation Fieldbus blocks. For more information about renaming objects while importing functionality, refer to Control Building User's Guide. Support to search for dangling/missing connection A connection is said to be dangling, if a block is missing at one end of the connection. A connection is said to be missing, if the blocks are missing at both ends of the connection. With R410, you can search for dangling and missing connections in the system using the Search utility in Configuration Studio. You can perform a search for a dangling connection at the system, the server, the controller, and the tagged module level. You can perform a search for a missing connection at the system and the server level. For more information about searching for dangling/missing connection functionality, refer to Control Building User's Guide. Function blocks Function blocks represent the basic unit of control functionality that includes Regulatory Control blocks, Device Control blocks, Logic blocks, Sequential blocks and Auxiliary blocks. With Control Builder, function blocks are selected from a Honeywell-supplied "Function Block Library" and placed in a Control Module. These function blocks are then soft wired together to perform the desired control strategy. Control Modules Experion provides two basic types of control modules: Control Modules - used for continuous control functions, and Sequential Control Modules - used for sequential and batch control functions. Both control module types contain their respective function blocks. Continuous control functions The designed-in features of the continuous control functionality reduce your engineering costs and enable intuitive operator interaction with the control strategy. This has been done by designing in features and options that address a wide range of control needs through simple configuration tasks. By offering configuration options to address control needs, Experion provides predefined approaches for the operator interface, and handling how failures are managed by the control strategy. This in turn defines how your control strategies recover when failures are cleared. In Experion, the continuous control automatically handles these functions, supporting control that R410 Experion PKS Overview 39 March 2012 Honeywell