SCADA Expert Vijeo Citect 2015 Upgrade Study Guide

SCADA Expert Vijeo Citect 2015 Upgrade Study Guide 2015 Schneider-Electric Pty (Australia) Ltd 78 Waterloo Road Macquarie Park NSW 2113 Australia

DISCLAIMER Schneider Electric makes no representations or warranties with respect to this study guide and, to the maximum extent permitted by law, expressly limits its liability for breach of any warranty that may be implied to the replacement of this study guide with another. Furthermore, Schneider Electric reserves the right to revise this publication at any time without incurring an obligation to notify any person of the revision. The information provided in this documentation contains general descriptions and/or technical characteristics of the performance of the products contained herein. This documentation is not intended as a substitute for and is not to be used for determining suitability or reliability of these products for specific user applications. It is the duty of any such user or integrator to perform the appropriate and complete risk analysis, evaluation and testing of the products with respect to the relevant specific application or use thereof. Neither Schneider Electric nor any of its affiliates or subsidiaries shall be responsible or liable for misuse of the information that is contained herein. If you have any suggestions for improvements or amendments or have found errors in this publication, please notify us. All pertinent state, regional, and local safety regulations must be observed when installing and using this product. For reasons of safety and to help ensure compliance with documented system data, only the manufacturer should perform repairs to components. When devices are used for applications with technical safety requirements, the relevant instructions must be followed. Failure to use Schneider Electric software or approved software with our hardware products may result in injury, harm, or improper operating results. Failure to observe this information can result in injury or equipment damage. 2015 Schneider Electric. All rights reserved. INTRODUCTION AND LEGAL NOTICE Satisfactory completion of the course evaluation is mandatory for you to obtain a Schneider Electric certificate of completion of the training course. The contents of this study guide are proprietary to Schneider Electric and all rights, including copyright, are reserved by Schneider Electric. No part of this document may be reproduced in any form or by any means, electronic or mechanical, including photocopying, without express written permission of Schneider Electric. Schneider Electric will not accept any liability for action taken in reliance on this training study guide. TRADEMARKS Schneider Electric has made every effort to supply trademark information about company names, products and services mentioned in this study guide. Trademarks shown below were derived from various sources. Vijeo Citect, CitectSCADA, Cicode, Vijeo Historian, CitectHistorian, and Ampla are trademarks owned by Schneider Electric Industry SAS or its affiliated companies. All other trademarks are the property of their respective owners. ActiveX, Excel, Internet Explorer, Microsoft.NET, SQL Server, Windows, Windows Server, Windows XP, Windows Vista, Windows 7 and Windows 8 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. SafeNet Sentinel is a trademark of Sentinel, Inc. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. General Notice: Some product names used in this study guide are used for identification purposes only and may be trademarks of their respective companies. Validity Note The present documentation is intended for qualified technical personnel responsible for the implementation, operation and maintenance of the products described. It contains information necessary for the proper use of the products. Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material. A qualified person is one who has skills and knowledge related to the construction and operation of the electrical equipment and installations and has received safety training to recognize and avoid the hazards involved. June 2015 Edition for Vijeo Citect 2015 ii Vijeo Citect 2015 - Upgrade Exam June 2015

Contents CHAPTER 1: 2015 UPGRADE EXAM TOPICS OVERVIEW... 1-1 Upgrading... 1-2 Backup and Restore Included Projects... 1-4 Incremental Equipment Update... 1-5 Link a Genie to an Equipment Type... 1-6 Partial Associations with Dynamic Associations... 1-7 Partial Associations with Dynamic Associations (cont.)... 1-8 Running Vijeo Citect as a Windows Service... 1-9 Extended Memory Mode... 1-10 Vijeo Citect 2015 - Upgrade Exam iii

Chapter 1: 2015 Upgrade Exam Topics Overview Introduction Vijeo Citect has undergone many changes between v5.0 and 2015 version. Vijeo Citect 2015 includes new features and developments that may impact the functionality of projects created using earlier releases. The CCSE Examination System requires all CCSEs to keep up to date with the changes in Vijeo Citect. The Vijeo Citect 2015 Upgrade exam is based around new features and developments that have been introduced in the latest 2015 release and additional questions from our 3 courses (Configuration, Architecture & Redundancy, Cicode) for refreshing the concepts which remain the same since the previous version of Vijeo Citect.. Note: Students are recommended to refer to Configuration, Architecture and Redundancy and Programming with Cicode 2015 Study Guides before undertaking Vijeo Citect Upgrade Exams. This Chapter Covers These New Topics for 2015: Upgrading General Upgrade Information Backup and Restore Included Projects Incremental Equipment Update Link a Genie to an Equipment Type Partial Association with Dynamic Associations Running Vijeo Citect as a Windows Service Extended Memory Mode Vijeo Citect 2015 - Configuration Exam 1-1

Upgrading Hardware Requirements The computer equipment may need to be upgraded to run version 2015, as the minimum hardware requirements have changed: Description Minimum Specification Processor Speed 2 cores @1.8 GHz for a server, or 2 cores @ 2GHz for a client Random Access 2 GB if running a SCADA client, or 4 GB if a Memory (RAM) SCADA server Available Disk Space 10 GB Graphics Adapter 1024 x 768 pixel resolution, with 64MB of (see note below) VRAM Description Recommended Specification or Higher Processor Intel Pentium Processor Speed 4 cores @2 GHz for a server Random Access 2 GB if running as a SCADA client, or 8 GB if Memory (RAM) running as a SCADA server Available Disk Space 100 GB Graphics Adapter 1024 x 768 pixel resolution, with 128MB of (see note below) VRAM Network 1 Gbps * Due to limitations in the Computer Setup Editor, Project Editor and several input forms in Vijeo Citect it is a requirement that screen resolution be set at 1024 by 768 pixels or higher. 1-2 Vijeo Citect 2015 - Configuration Exam

Upgrading (cont.) Software Requirements Vijeo Citect Component Minimum System Software All core components Vijeo Citect WebServer Project DBF Add-in for Excel Operating System One of the following: and Windows 8.1 Windows 7 with Service Pack 1 (32 bit and 64 bit) Windows Server 2012 R2 Windows Server 2008 R2 with Service Pack 1 (32 bit or 64 bit) Windows Server 2008 Standard Edition with Service Pack 2 (32 bit and 64 bit) Microsoft.NET Framework 4.0 (installed with Vijeo Citect if not already installed). Microsoft.NET Framework 2.0 (x64) is required by Schneider Electric License Manager if using 64 bit Windows 7 Internet Explorer Version 7.0 or higher A Local Area Network (LAN) if it is needed for multiple clients to have access to a remote server. Extended memory mode can only be run on a 64 bit operating system. As for Vijeo Citect Server, with the addition of: A LAN running TCP/IP Microsoft Internet Information Services (IIS) As for All Core Components, and Microsoft Excel 2007 or later. Microsoft Excel 2013 (32 bit only) Note: The target drive for the Web Server software must use an NTFS file system, otherwise the required Windows security settings will not be available (that is, the Folder Properties dialog will not have a Security tab). If the computer is currently using a FAT/FAT32 system, ensure that the drive is converted to NTFS before installing the Web Server software. Vijeo Citect 2015 - Configuration Exam 1-1

General Upgrade Information The information below should be reviewed before upgrading your system and is not version specific. Earliest Legacy Version If doing an online upgrade use Citect ini parameter [LAN]EarliestLegacyVersion to specify the minimum legacy version from which the new version will accept connections. Password security If doing an online upgrade, wait until all Citect nodes have been upgraded to 2015 before changing your user passwords. For increased security it is recommended users change their password on a regular basis. Setup the Development Environment The existing version may have project configuration [INI] file settings that are related to the configuration and may be required to compile the project. The specific project configuration settings can be added to the new version using the Computer Setup Editor. The previous settings can be migrated to the new version by replacing the new configuration [INI] file with the previous version of the INI file. When doing this, the following parameters would then need to be updated / added to reflect the new installation settings in the previous configuration file. Any old settings that are no longer used are removed from the file when the Computer Setup Editor is used to save the file the first time.. Path: [CtEdit] Bin, [CtEdit] User, [CtEdit] Data, [CtEdit] Log, [CtEdit] Config These settings should be copied from the new version configuration file (INI) to the current / previous file. The paths need to be set to the product application directories for the new version installation. MsgRPC and ServerRPC server-side security A new field "Allow RPC" has been added to the Role form which determines if a user or group of users can perform remote MsgRPC or ServerRPC calls. On upgrading projects this field will be left blank which will raise the following compiler warning message. 'Allow RPC' permission is not defined (defaulting to FALSE) For existing users can continue to use MsgRPC and ServerRPC, you need to manually change the value of Allow RPC to TRUE. If these functions are used in your project, the roles that execute the functions will also need to have the permissions enabled. 1-2 Vijeo Citect 2015 - Upgrade Exam

General Upgrade Information (cont.) Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Take a variety of projects from earlier versions (particularly v6.x) of Vijeo Citect and upgrade them to Vijeo Citect 2015 Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic - Upgrading Vijeo Citect Vijeo Citect Help Topic - What's New in Vijeo Citect 2015 Vijeo Citect Help Topic - Migration Tool Citect White Paper: Upgrading to SCADA Expert Vijeo Citect 2015 Vijeo Citect 2015 - Upgrade Exam 1-3

Backup and Restore Included Projects In Vijeo Citect 2015, you can now add a project's included projects to a backup file. When you restore the project, you have the option to select which of its included projects you would also like to restore. These changes coincide with some improvements to the Restore Project tool, including the addition of an Original product version field that indicates which version of Vijeo Citect was used to create the selected backup file. Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Backup a Project Delete a Project Restore a Project Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic Backup and Restore Included Projects. 1-4 Vijeo Citect 2015 - Upgrade Exam

Incremental Equipment Update Vijeo Citect 2015 now supports an incremental equipment update. When it is enabled, an equipment update will only generate tags for equipment and equipment types that have been modified since the last update occurred. Incremental updates are enabled by default. You can disable this feature by deselecting the Incremental Equipment Update check box on the Project Editor Options dialog. Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Setting the Project Editor Options Update Equipment Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic Configure Project. Vijeo Citect Help Topic Update Equipment. Vijeo Citect 2015 - Upgrade Exam 1-5

Link a Genie to an Equipment Type Vijeo Citect 2015 now allows you to link a genie to an equipment type using the Equipment Editor. This can help simplify the process of deploying multiple equipment instances on a project's graphics pages, as each time you place the genie on a page its equipment associations will be preconfigured. If an equipment instance is associated with an equipment type that has a genie linked to it, the same genie can now be pasted on a graphics page using the Equipment Editor. Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Configure Equipment Configure the Link to a Genie Paste a Linked Genie on a Graphics Page Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic Understand Equipment. Vijeo Citect Help Topic Using the Equipment Editor to Generate Tags. Vijeo Citect Help Topic Link a Genie to an Equipment Type. 1-6 Vijeo Citect 2015 - Upgrade Exam

Partial Associations with Dynamic Associations In Vijeo Citect 2015, Dynamic Associations (Super Genie Substitutions) can now use full or partial associations to generate the complete equipment.item reference when a page is displayed at runtime. Introducing partial association support means: Less or no code when using Dynamic Associations Context of the dynamic association (Super Genie substitution) is maintained directly within the graphics page Easy to Maintain Example Association Type Full Association Partial Association Numeric Association?Equip.FailStop??Equip?.FailStop Full Association When configuring the object to call the Dynamic Association page each equipment.item reference will be passed to the Dynamic Association using an association cicode function. Each Dynamic Association will need to be configured in the object as shown in an example below. Ass(-2, Equip.FailStop, Example_Motor.FailStop ); Ass(-2, Equip.FailStart, Example_Motor.FailStart ); Ass(-2, Equip.Running, Example_Motor.Running ); WinNewAt( equipsg,100,100,0); Partial Association When configuring the object to call the Dynamic Association page only one equipment.item reference needs to be passed to the Dynamic Association using an association cicode function. Ass(-2, Equip, Example_Motor ); WinNewAt( equipsg,100,100,0); Vijeo Citect 2015 - Upgrade Exam 1-7

Partial Associations with Dynamic Associations (cont.) Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Creating a Dynamic Association Page Configure Dynamic Associations Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic Understanding Dynamic Associations. Vijeo Citect Help Topic Using Equipment References with Dynamic Associations. Vijeo Citect Help Topic -Using Metadata. Knowledge Base Article Q1724: SuperGenies on Pages and Templates. Knowledge Base Article Q2706: Demystifying why windows display where they do. Knowledge Base Article Q1589: #ASS displays in my Super Genie. 1-8 Vijeo Citect 2015 - Upgrade Exam

Running Vijeo Citect as a Windows Service Vijeo Citect 2015 can be run as a Windows service, allowing for unattended operation of a system's servers. This offers the following benefits: Automated server operation on hardware startup Continuous server operation across multiple user logins. For example, you may want to operate Vijeo Citect as a distributed system across a number of server computers that are locked in a secure room. Each server could be configured to automatically run as a service on startup, meaning access to the server room is not necessary for normal system operation. Each server will also be able run continuously without the need for a user to log in. To run Vijeo Citect as a service, you need to configure the service named "Citect Runtime Manager" in Microsoft Management Console on each server computer. Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Configure a System to Run as a Windows Service. Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic Compiling and Running a Project. Vijeo Citect Help Topic Configure a System to Run as a Windows Service. Vijeo Citect Help Topic Running as a Service Under a Specific User Account. Vijeo Citect 2015 - Upgrade Exam 1-9

Extended Memory Mode In Vijeo Citect 2015, you can configure an alarm server to operate in Extended Memory mode. This allows the alarm server process to utilize memory beyond a 4GB limit. It does this by running the process in 64 bit. Extended Memory mode enables efficient query handling under the following circumstances: On systems with a large archive of historical alarm data On high-capacity systems that can generate a large number of alarms. To enable this mode of operation, you need to set the alarm server's Extended Memory property to TRUE. You also need to recompile your project and restart the runtime system for the change to take effect. Suggested Exercises Use these suggested exercises to increase your understanding of the topic. Configure Alarms. Further Reading Use the following references to assist your understanding of the topic. Vijeo Citect Help Topic Understand Alarms. Vijeo Citect Help Topic Manage Alarms. 1-10 Vijeo Citect 2015 - Upgrade Exam