Proficy* HMI/SCADA - iFIX

CHANGE MANAGEMENT AND

iFIX

VERSION 5.1
May 2010
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 Table of Contents
About this Guide .......................................... 13

Introduction.................................................. 14

Features ..................................................... 16

Limitations .................................................. 18

Setting up iFIX for Use with Change

Management .............................................. 25

Logging into the Change Management

Server from iFIX ......................................... 28

Logging Off................................................. 32

Summary of Items Managed in the

System Tree ............................................... 33

Status Indicators in the System Tree .......... 49

Summary of iFIX Project Files Managed
in Change Management ............................. 51

Application Support Files Folder ........... 53

Database Folder ................................... 54

Documents Folder ................................ 54

Dynamo Sets Folder ............................. 54

FIX Desktop Folder .............................. 55

FIX Recipes Folder............................... 56

Globals Folder ...................................... 57

Help & Information Folder ..................... 57

Historical Configuration Folder ............. 58

I/O Drivers Folder ................................. 58

Picture Support Files Folder ................. 59

 Pictures Folder ..................................... 60

Project Toolbar Files Folder.................. 61

Reports Folder...................................... 62

Schedules Folder ................................. 63

Security Folder ..................................... 63

Startup Profile Folder............................ 65

System Configuration Folder ................ 65

Tag Group Folder ................................. 66

Configuring iFIX with Change

Management ............................................... 67

Overview of iFIX Configuration Steps ......... 68

Automatic Logon to the Change

Management Server ............................. 77

iFIX Electronic Signatures and

 Change Management ........................... 81

Comment Tables, Electronic

Signatures, and Change Management . 87

Overview of Change Management Server

Configuration Steps .................................... 93

Using Change Management from the iFIX

WorkSpace .................................................. 98

Tips for Working with Multiple Users........... 107

Create a Project ......................................... 107

Add Files .................................................... 112

Check Out .................................................. 116

Check In ..................................................... 121

Check Out Status ....................................... 124

Undo Check Out ......................................... 128

 Destroy ....................................................... 130

Get Latest................................................... 133

Tips for Getting Color Table (*.FTB)

files....................................................... 135

Steps for Getting Files .......................... 135

Get Other Project ....................................... 139

Label .......................................................... 142

History Report ............................................ 145

Understanding the Proficy Change

Management History Window ............... 147

Spreadsheet Columns .......................... 150

Summary of Binary vs. ASCII

Compare Functionality.......................... 161

Information for Proficy Machine Edition

Users ........................................................... 169
Projects in Change Management vs. iFIX ... 170

Labeling Differences ................................... 173

Scheduled Backups .................................... 175

Where to Find More Information in the

Machine Edition Help.................................. 184

Quick Start: Configuring iFIX with

Integrated Change Management Support .... 187

Step 1: Adding a User in iFIX ..................... 190

Step 2: Enable Security in iFIX ................... 194

Step 3: Set iFIX User Preferences .............. 195

Step 4: Add a User and Configure

Privileges in Machine Edition ...................... 199

Step 5: Configure User Privileges in

Machine Edition .......................................... 201

Step 6: Add a Schedule in Machine

Edition ........................................................ 202

Step 7: Restart the iFIX WorkSpace ........... 206

Quick Tour: Using Proficy Change

Management Features in iFIX...................... 207

Logging In .................................................. 209

Viewing the Connection to the Change

Management Server ................................... 210

Using Change Management Features in

iFIX............................................................. 212

Adding Files ............................................... 214

Checking Out Files ..................................... 216

Checking In Files ........................................ 218

Understanding Electronic Signatures.......... 221

Using the Change Management History

Window ...................................................... 225
Index ........................................................... 227
About this Guide
If you develop iFIX pictures or projects, you
can use Proficy* Change Management within
iFIX to help you manage your iFIX project
files, and track changes to these files.

This help system describes how to use Change

Management features in the iFIX WorkSpace.
The help includes the following sections:

• Introduction
• Configuring iFIX with Change
Management
• Using Change Management from the
iFIX WorkSpace
• Information for Proficy Machine
Edition Users
• Quick Start: Configuring iFIX with
Integrated Change Management
 Support
• Quick Tour: Using Proficy Change
Management Features in iFIX

For more information on using Change

Management outside of iFIX, refer to the
Proficy Change Management online help.

Introduction
Version controlled files provide fast recovery
and reduce the cost and risk of downtime. The
Proficy Change Management add-on for the
iFIX product provides version control for your
iFIX project files. Change Management with
Proficy Machine Edition also provides audit
trails for tracking changes, security for
preventing unauthorized changes, and
scheduled backups to ensure you always have
the latest files.
If you purchase the Change Management
feature for iFIX, Change Management is
integrated into your iFIX development
environment. To access Change Management
functions in the iFIX WorkSpace environment,
you use the right-click menu on the
WorkSpace system tree, as illustrated in the
following figure. Or, in Ribbon view only, you
may access project level Change Management
functions on the Administration tab, in the
Proficy Change Management group, in the
Manage Project list.

Using Change Management Functions in the iFIX

 WorkSpace

NOTE: Only one user at a time can check out a

file.

Features

When you use Proficy Change Management

with iFIX, you can do the following:

• Manage all iFIX project files,

including configuration files, FIX
Desktop, and non-iFIX project files
(such as .OCXs, .DLLs, and .EXE
files) from the iFIX WorkSpace.
• Use all Change Management features
from the right-click Manage menu
from the iFIX WorkSpace tree.
• Perform a text compare of pictures
(including VBA), process databases,
Dynamos, SCU files, and user.fxg
changes.
• Use the Proficy Change Management
Client to run scheduled backups of
your iFIX project files and report back
the changes.
• Capture information on who, when,
and why iFIX project files were
modified. The audit trail displays in
the Proficy Change Management
(PCM) History window (also available
from the right-click Manage menu).
• Identify changes between versions
using the PCM History window.
• Automatically log in to the Change
Management Server from the iFIX
WorkSpace, when you synchronize
your user names and passwords across
the products.
• Label iFIX files, folders, or projects
with specific text string identifiers.
 • Optionally require iFIX electronic
signatures when checking out or
checking in files to the Change
Management Server (from the right-
click menu) in the iFIX WorkSpace.
• Include predefined comments for the
operators to select when entering an
electronic signature. The comments
you display can reside in a different
table than the other iFIX electronic
signatures.

Limitations

When using Proficy Change Management with

iFIX, be aware of the following limitations:

In order to use the integrated Change

Management features within iFIX, you
must have Proficy Change Management
5.8 or 5.9 installed.
Running the Proficy Change Management
(PCM) Server or the Client/Scheduler
on iFIX 5.1 nodes is not supported on
Microsoft Windows Vista or Windows
Server 2008, since Proficy Change
Management 5.8 and 5.9 do not support
these Windows versions.
In order to use the integrated Change
Management features within iFIX, you
must have administrative rights on the
iFIX Client computer.
Project-specific folders created for multiple
users, such as those described in the
Best Practices for Managing Multiple
iFIX Users section in the Optimization
guide, cannot be managed with Proficy
Change Management features in iFIX.
Project-specific folders are typically
used by Terminal Server users.
Do not check in any iFIX files which
contain special characters, as detailed in
the following Microsoft article:
http://office.microsoft.com/en-
us/access/HA102146111033.aspx. For
example, if you attempt to check in an
iFIX tag group file with a special
characters such as the % character, an
error message appears. This error a
result of the inability to check files with
special characters into the Visual
SourceSafe application that is used by
Proficy Change Management.
When using Terminal Services with iFIX,
Proficy Change Management is
supported only from the console session
– not from a remote connection.
While you can add, check in, check out,
and get Proficy Batch Execution files
from the Change Management Server,
the version of the Batch Execution files
is not retained. Since there is no version
recorded, a version number for these
files does not appear in the PCM History
 window.
Proficy Batch Execution files are added or
checked in to the base iFIX project
folder on the Change Management
Server. For example, if your project
name is FIX1, then the Batch Execution
files are checked in to the base FIX1
project folder in Machine Edition. They
are not checked into the APP folder, or a
separate Batch Project folder at this
time.
In the PCM History window, when
displaying the differences in the FIX
Desktop Files, all files except the *.hgp
files for the Historical Display are
compared.
In the PCM History window, when
displaying the differences of the
Security folder, all files except the
display.dov file (if it exists) are
compared.
In the PCM History window, when doing a
Text compare, changes to ActiveX
 Controls or Chart Configuration are not
included.
Depending on the number of FIX Desktop
files you have, it may take a longer time
to perform Change Management
functions with these files than with other
iFIX files. This is because for FIX
Desktop all files are managed together,
instead of individually. For a list of the
files in the FIX Desktop folder that you
can manage, refer to the FIX Desktop
Folder section.
Because the FIX Desktop files are saved as
one file, individual FIX Desktop files
cannot be viewed individually from
within the Proficy Change Management
application.
Be aware that the Change Management
application's Server Trim utility
removes labels from iFIX projects,
folders, security files, FIX Desktop files,
Historical Assignment files, and user
add-on files. It does, however, leave
 your labels on individual iFIX files.
Files from a remote location cannot be
added to your Change Management
project. If you want to use a network
path, you must use a mapped network
drive.
Security files that point to a remote security
path or a non-local iFIX path cannot be
added to the Change Management
Server. Make sure that the primary and
backup security path in the Security
application's Configuration dialog point
to the iFIX Local folder. For instance, if
you install iFIX to the default folder,
this path is: C:\Program
Files\Proficy\Proficy iFIX\LOCAL.
If multiple users want to manage iFIX files
from the WorkSpace, and each user
wants the ability to check out the entire
project, the project paths (including the
drive letter) must be the same on all
computers. Also, the iFIX user names
and passwords must be the same on the
 Change Management Server.
If you Get an iFIX project from the Change
Management Server, you must restart
iFIX. If the SCU files you get do not
map to your current path (the paths are
different), the project will not start in
iFIX. You must update the SCU file.
Refer to the Get Other Project section
for more details.
While iFIX is running, you cannot get
security files, the current SCU, or the
User.fxg file from the iFIX WorkSpace.
You can, however, use the Get Other
Project command to copy these files to
another location, and then update the
SCU to run the project.
You currently cannot manage the iFIX
WorkSpace's Help & Information
folder, or the files it contains.
 The Proficy Change Management Server is
only available in English. You can run
the Proficy Change Management Client
that is installed with iFIX in English and
other single byte operating systems.
Double or multiple byte operating
systems are not supported.

Setting up iFIX for Use with Change

Management

In order to use integrated Change Management

features in the iFIX WorkSpace, you must
have both iFIX and Change Management
installed. Additionally, you need configure a
few items on both iFIX and the Change
Management Server, as described below.
 To configure the iFIX product for
integrated Change Management:

1. Add iFIX users with Change

Management application privileges.
2. Enable iFIX security. The options on
the iFIX User Preferences dialog box's
Change Management tab are
unavailable until you enable security.
3. Confirm that any remote project paths
appear as mapped network drives.
4. Confirm that all security paths are
mapped to the iFIX Local path.
 5. From the iFIX User Preferences dialog
box's Change Management tab:
• Enable the Change
Management Server
connection and select the
server to which you want to
connect.
• Enter or select a project
name.
• Configure logon options and
electronic signature
requirements.

For more information on these steps, refer to

Overview of iFIX Configuration Steps section.
 To configure the Change Management
Server for iFIX 4.0:

1. Add users for the integrated iFIX

feature. If you want to use the
automatic login feature, Change
Management user names and
passwords should match the iFIX
ones.
2. Configure user privileges.

For more information on these steps, refer to

Overview of Change Management Server
Configuration Steps section.

Logging into the Change

Management Server from iFIX

When you enable the Change Management

Server connection from the iFIX User
Preferences dialog box in the WorkSpace, you
can specify login options.
This includes the server that you log in to,
whether the Logon dialog box automatically
appears when you start the iFIX WorkSpace,
and whether you are prompted for the user
name and password.

To log in to the Change Management Server

when iFIX starts up, select the Logon at
WorkSpace Startup check box in the Change
Management User Preferences. Otherwise,
with this check box cleared, you can right-
click the node name in the system tree, point to
Manage, and then click Logon. If the Prompt
for User Name and Password at Logon check
box is selected, the Change Management
Logon dialog box appears, as shown in the
following figure.
If you clear the Prompt for User Name and
Password at Logon check, you can
automatically log on to the Change
Management Server without this dialog box.
You must synchronize your iFIX and Change
Management users properly to do so, however.
When automatic login is configured properly,
no Change Management Logon dialog box
appears, unless the automatic logon fails due to
an invalid user name or password. For
information on automatically logging in users,
refer to the Automatic Logon to the Change
Management Server section.
After you log in, the Connection status in the
bottom right-hand corner of the iFIX
WorkSpace changes from red to green and
status bar reads: "Connected to PCM Server
Name" as illustrated in the following figure
(where Name refers to the actual server name).

TIP: If you have a very large iFIX project, you

most likely do not want to enable the Logon at
WorkSpace Startup. If it is selected, it may take
several additional seconds or minutes
(depending on the size of your project) for the
WorkSpace to start up.
Logging Off

To log off from the Change Management

Server from the iFIX WorkSpace, right-click
the node name, point to Manage, and select
Logoff. When you are disconnected from the
Change Management Server, the bottom right-
hand corner of the iFIX WorkSpace the status
bar reads: "PCM Not Connected" and appears
in red, as illustrated in the following figure.
Summary of Items Managed in the
System Tree

The Manage right-click menu, shown in the

Introduction section, is available whenever you
right-click a supported item in the iFIX
WorkSpace system tree. You must be logged
in to the Change Management Server for the
Manage right-click menu to be available.
Otherwise, the only item in the system tree that
displays the Manage menu is the node name,
with the Logon option.

After you log on to the Change Management

Server from iFIX, the Manage commands are
available from the right-click menu on files
and folders that store custom information
about your projects and work environment.
For instance, the Picture folder and individual
pictures within that folder all display the
Manage right-click menu option when
selected. Applications such as the Cross
Reference Tool do not. However, with the
integrated Change Management functionality,
you can double-click on an application in the
system tree, such as the Cross Reference Tool,
to start it.

The following table describes the items in the

WorkSpace's system tree from which the
Manage right-click menu is available.

System Tree Available Not

Item Available

Node Name X
(CMProject) –
the top level
folder
System Tree Available Not
Item Available

Alarm History X
application

Application X
Support files
folder

Application X
Support
files\User Add-
on Files

Application X
Validator

Cross Reference X
Tool
System Tree Available Not
Item Available

Database folder X

Database\Databa X
se Manager
application

Database\Process X
Database folder

Database\Process X
Database\*.pdb

Documents X
folder
System Tree Available Not
Item Available

Documents\Micr X
osoft Excel
WorkBook
folder

Documents\Micr X
osoft Excel
WorkBook\*.xls

Documents\Micr X
osoft Word
Document folder

Documents\Micr X
osoft Word
Document\*.doc
System Tree Available Not
Item Available

Dynamo Sets X
folder

Dynamo X
Sets\*.fds files

FIX Desktop X
folder

FIX X
Desktop\Draw
application

FIX X
Desktop\FIX
Desktop Files
System Tree Available Not
Item Available

FIX X
Desktop\Historic
al Trend Display
application

FIX X
Desktop\View
application

FIX Recipes X

FIX X
Recipes\Control
Recipes folder
and files
System Tree Available Not
Item Available

FIX X
Recipes\Master
Recipes folder
and files

FIX X
Recipes\New
Recipe (Recipe
Development
application)

Globals folder X

Globals\User X
folder
System Tree Available Not
Item Available

Globals\User\Thr X
eshold tables
(such as
ChangeManage
mentPerformCo
mments,
ChangeManage
mentVerify,
Comments
PerformEsigCom
ments,
VerifyEsigCom
ments)

Help & X
Information
folder and files
System Tree Available Not
Item Available

Historical X
Configuration
folder

Historical X
Configuration\C
hart Group
Wizard Files
folder

Historical X
Configuration\C
hart Group
Wizard
Files\ChartGroup
files (*.csv)
System Tree Available Not
Item Available

Historical X
Configuration\Hi
storical
Assignment
application

Historical X
Configuration\Hi
storical
Assignment files

I/O Drivers X
folder

I/O X
Drivers\Discover
& Config
application
System Tree Available Not
Item Available

I/O Drivers\I/O X
Driver
Configuration
folder and files

Mission Control X
application

Picture Support X
Files folder

Picture Support X
Files\Color
Tables folder and
files
System Tree Available Not
Item Available

Picture Support X
Files\Tag Status
folder and files

Pictures folder X

Picture\Picture X
files

Project Toolbar X
Files folder

Project Toolbar X
Files\Category
folder and files
System Tree Available Not
Item Available

Project Toolbar X
Files\Toolbars
folder and files

Report folder X
and files

Schedules folder X
and files

Security folder X

Security\Login X
application

Security\Security X
Files
System Tree Available Not
Item Available

Security\Setup X
application

Startup Profiles X
folder

Startup X
Profiles\Startup
Profile File

Startup X
Profiles\Startup
Profile Manager
application

System X
Configuration
folder
System Tree Available Not
Item Available

System X
Configuration\IN
I Files folder

System X
Configuration\S
CU Files folder
and files

System X
Configuration\Sy
stem
Configuration
Utility

Tag Group folder X

 System Tree Available Not
Item Available

Tag Group\Tag X
Group Editor
application

Tag Group\Tag X
Group Files
(folder and files)

Status Indicators in the System Tree

When using Change Management features in

iFIX, the file icons in the iFIX WorkSpace's
system tree change, depending upon what their
check out status is in the Change Management
Server. The down arrow, green check mark, or
red box that appears in the corner of the icon
indicate the status of the file. While the file
icons are different for each file type, the
indicators are all the same.

For example, the following table shows the picture

file icon with the different indicators you will
encounter while working with integrated Change
Management features in iFIX.

Icon Status

File is not checked in to Change

Management Server. It resides on
the local computer, as a writable
file.

File resides on the Change

Management Server, but is not
checked out.

File that is checked out by the

current user.
 File that is checked out by another
user.
You cannot check out this file
while it is checked out by another
user.

Summary of iFIX Project Files

Managed in Change Management

When using Proficy Change Management with

iFIX, you can manage the project, folders, or
files that appears in the iFIX WorkSpace
system tree. The project folder is the main
folder. Subfolders appear under that main
project folder, and files appear in each
subfolder.

The following sections explain more on each

subfolder in the system tree, and any
restrictions:
• Application Support Files Folder
• Database Folder
• Documents Folder
• Dynamo Sets Folder
• FIX Desktop Folder
• FIX Recipes Folder
• Globals Folder
• Help & Information Folder
• Historical Configuration Folder
• I/O Drivers Folder
• Picture Support Files Folder
• Pictures Folder
• Project Toolbar Files Folder
• Reports Folder
• Schedules Folder
• Security Folder
• Startup Profile Folder
 • System Configuration Folder
• Tag Group Folder

TIP: When a path appears in the following

sections, such as the iFIX PIC folder, it refers to
a folder in the path where you installed the iFIX
product. For instance, if you installed iFIX to the
default location, the iFIX PIC folder is located in
the C:\Program Files\Proficy\Proficy iFIX\PIC
path.

Application Support Files Folder

From the Application Support Files folder you

can manage custom files (*.*) and folders
within the iFIX APP folder. For example:
APP\CustomUserDir folder could be the folder
name that you want to manage.

Be aware that you can only manage application

support files collectively. You cannot manage
these files individually.
Database Folder

From the Database folder you can manage the

Process Database (*.PDB) files in the iFIX
PDB folder. The AlarmAreas.AAD is checked
silently in with the *.PDB files.

Each .PDB file can be managed separately. If

the .PDB file that you check out is different
than the last one that was loaded in the
Database Manager, when you try open that
.PDB file in the Database Manager, a message
box appears asking you to reload the database.

Documents Folder

From the Documents folder you can manage

Microsoft Excel or Word files in the iFIX APP
folder. Each file can be managed at the
individual file level.

Dynamo Sets Folder

From the Dynamo Sets folder you can manage

the dynamo files (*.fds) in the PIC folder.
Each individual dynamo appears under the
Dynamo Sets folder.

FIX Desktop Folder

The FIX Desktop folder only appears when

you have the FIX Desktop option installed.
From the FIX Desktop folder you can manage:

• Color Palettes (*.PLT) contained in

the iFIX PIC folder.
• Dynamo Sets (*.SBL) contained in the
iFIX PIC folder.
• Historical Display Files (*.HGP)
contained in the iFIX HTR folder.
• Key Macro Files (*.KMX) contained
in the iFIX PIC folder.
• Pictures (*.ODF) contained in the iFIX
PIC folder.
• Tag Group Files (*.TGE) contained in
the iFIX PIC folder.
 • Templates (*.ODT) contained in the
iFIX PIC folder.

Be aware that you can only manage FIX

Desktop files collectively. You cannot manage
these files individually. Depending on the
number of FIX Desktop files you have, it may
take longer to perform Change Management
functions with FIX Desktop files than with
other iFIX files.

FIX Recipes Folder

From the FIX Recipes folder you can manage:

• All control recipes (*.RCC) contained

in the iFIX RCC folder.
• All master recipes (*.RCM) contained
in the iFIX RCM folder.

The files from the older RCP.exe application,

the *.RCX and *.RCY files, cannot be
managed.
Globals Folder

From the Globals folder in the WorkSpace

system tree, you can manage globals in the
User.fxg file. This file is stored locally in the
PIC folder, whose default path is: C:\Program
Files\Proficy\Proficy iFIX\PIC. Other *.fxg
files in the PIC folder are excluded. If you
choose to manage the User.fxg file, you must
close the WorkSpace and restart it in order to
save User.fxg locally. The User.fxg file is not
saved until the WorkSpace restarts.

NOTE: The PlugAndSolve.fxg,

factoryglobal.fxg, and expertglobal.fxg do not
appear in the WorkSpace system tree, and
cannot be managed in the iFIX with Change
Management environment.

Help & Information Folder

You currently cannot manage the folder or

files in this category.
Historical Configuration Folder

From the Historical Configuration folder you

can manage:

• Chart Group Wizard files (*.CSV)

contained in the iFIX HTR folder.
• Historical Assignment files (*.CFG
and *.DAT) contained in the iFIX
HTR folder.

Each individual chart group or historical

assignment file appears separately under the
Historical Configuration folder.

I/O Drivers Folder

From the I/O Drivers folder you can manage:

• Binary I/O Driver Configuration Files

(*.yyy, where yyy is the driver
acronym).
• IGS Driver files (*.OPF).
IMPORTANT:

• To manage driver configuration files,

you must add the driver in the SCU's
SCADA Configuration dialog box. To
add the I/O driver from the SCU, in the
Configure menu, click SCADA. In the
I/O Driver Definition area, click the
browse (...) button to select the I/O
driver name, and then click Add.

• Be aware that configuration files for 7.x

series drivers saved outside of the iFIX
database directory cannot be managed
from the integrated iFIX with Change
Management environment. If you
installed iFIX to the default location,
the path to the iFIX database directory
is: C:\Program Files\Proficy\Proficy
iFIX\PDB.

Picture Support Files Folder

From the Picture Support folder you can

manage:
 • Color Tables (*.FTB) contained in the
iFIX PIC folder. The Tables.lst file is
checked in silently with the *.FTB
files.
• Tag Status files (*.grf) contained in the
iFIX PIC\TagStatus folder.

Each individual color table and tag status file

appears separately under the Picture Support
folder.

IMPORTANT: Be aware that the iFIX

WorkSpace saves color table files (*.FTB) on
exit only. So, if you try to get the latest version
from the Change Management Server, it may
appear as if the get did not work properly.
Restart the WorkSpace, and your color tables
should get updated. For more information refer
to the Tips for Getting Color Table (*.FTB) files
section.

Pictures Folder

From the Pictures folder you can manage:

 • Pictures (*.GRF) contained in the iFIX
PIC folder.
• Translated text files (*.CSV) if they
exist for an associated picture in the
iFIX PIC folder are checked in silently
with the *.GRF files.
• TIP: The format of the these .CSV files
is: PictureName_LangLetter.csv, where
PictureName is the name of the picture
whose language file you are exporting,
and LangLetter is the acronym for the
language the picture is being translated
into.

Each individual picture file (*.GRF) appears

separately under the Picture folder.

Project Toolbar Files Folder

From the Project Toolbar folder you can

manage:

• Toolbar Categories (*.TBC) contained

in the iFIX LOCAL folder. Only
 categories created by the logged in
user are shown, along with the iFIX
default .TBC files.
• Toolbars (*.TBX) contained in the
iFIX LOCAL folder.

The Node_Association.dat files that are

associated with the .TBC or .TBX file are
silently checked in with these files.

Each individual toolbar or toolbar category

appears separately under the Project Toolbar
folder.

Reports Folder

From the Reports folder you can manage

Crystal Report files (*.rpt) contained in the
APP folder. Each individual report appears
separately under the Reports folder.
Schedules Folder

From the Schedules folder you can manage

event schedules (*.evs) in the iFIX PDB
folder. Each individual schedule appears under
the Schedules folder.

Security Folder

From the Security folder you can manage the

following iFIX security Files: *.UTL, *.AUT,
*.DOV, and the SANAMES.CFG files.

In order to check in and check out security

files, the iFIX user must have the Security
Configuration application feature assigned to
it, in addition to the Change Management
feature.

TIP: For information on configuring users and

application feature selection, refer to the
Understanding iFIX Security section in the
Implementing Security electronic book.
While iFIX is running, you cannot get security
files from the iFIX WorkSpace. The Get
feature, from both the right-click menu and
from the PCM History window, is unavailable
for Security Files. You can, however, use the
Get Other Project command to copy these files
to another location, and then update the SCU
to run the project.

Be aware that security files that point to a

remote security path or non-local iFIX path
cannot be added to the Change Management
Server. Make sure that the primary and backup
security path in the Security application's
Configuration dialog point to the iFIX Local
folder. For instance, if you install iFIX to the
default folder, this path is: C:\Program
Files\Proficy\Proficy iFIX\LOCAL.

Also, be aware that you can only manage

security files collectively. You cannot manage
these files individually.
Startup Profile Folder

From the Startup Profile folder you can

manage the Profiles.cfg in the iFIX product
install path, if it exists.

System Configuration Folder

From the System Configuration folder you can

manage:

• Initialization files (*.INI) contained in

the iFIX LOCAL folder. Be aware that
you can only manage the *.INI
collectively. You cannot manage these
files individually.
• SCU files (*.SCU) contained in the
iFIX LOCAL folder. The *.SCU files
can be managed individually.

In order to check in and check out system

configuration (*.SCU) files, the iFIX user must
have the System Configuration application
feature assigned to it, in addition to the Change
Management feature.

TIP: For information on configuring users and

application feature selection, refer to the
Understanding iFIX Security section in the
Implementing Security electronic book.

While iFIX is running, you cannot get the

current SCU. The Get feature, from both the
right-click menu and from the PCM History
window, is unavailable for SCU files. You can,
however, use the Get Other Project command
to copy these files to another location, and then
update the SCU to run the project. If you get
an .SCU file that does not map to your current
path (the paths are different), the project will
not start in iFIX. You must update the SCU
file. Refer to the Get Other Project section for
more details.

Tag Group Folder

From the Tag Group folder you can manage

the tag group files (*.tgd) in the iFIX PIC
folder. Each individual tag group appears
under the Tag Group folder.

The .TGS files, that are created when you

resolve tags in a picture, are not managed. The
.TGS files are mainly used for speeding up run
mode performance.

Configuring iFIX with

Change Management
To use the iFIX WorkSpace with integrated
Change Management features, there are steps
for both products that you must perform. The
following sections outline these steps:

• Overview of iFIX Configuration Steps

• Overview of Change Management
Server Configuration Steps

For an quick overview of the entire setup

process, refer to the Setting up iFIX for Use
with Change Management section.

Overview of iFIX Configuration Steps

To enable the integrated Change Management

features in the iFIX product, you must perform
the following steps in iFIX:

1. Create an iFIX user with Change

Management application privileges.
2. Enable iFIX security.
3. Confirm that any remote project paths
appear as mapped network drives.
4. Confirm that all security paths are
mapped to the iFIX Local path.
5. Enable Change Management in the
iFIX User Preferences.

NOTE: Each set of steps is listed in the order

that they should be performed.
To create an iFIX user with Change
Management application privileges:

1. Start the Security Configuration

application.
2. On the Security toolbox, click the User
Account button.
3. Click Add.
4. In the Full Name field, enter a name
for the new user account.
5. If using iFIX Security, enter the login
name and password for the account in
the Login Name and Password fields.
TIP: In iFIX, user names and
passwords are not case-sensitive.
However, in Proficy Change
Management, passwords are case-
sensitive. When in iFIX, it is
recommended that you enter both the
user name and password all in the same
case, so that it is less likely you will run
into issues later.
6. If you want to use Windows security,
select the Use Windows Security
check box, and, in the Full Name and
Domain fields, enter the login name
and domain name of the Windows user
account you want to use.
7. If you want to limit the time the
operator remains logged into iFIX, in
the Login Timeout field, enter a
timeout value.
8. Under the Application security area,
click Modify. The Application Feature
Selection dialog box appears.
9. In the Available list box, select
Change Management, and then click
Add.
NOTE: To add all the security areas to
the current account, click Add All.

10. Click OK.

11. Similarly, modify group accounts and
security areas, as required.
 12. Click OK.
13. Repeat steps 3-12 for each user you
want to add.
14. On the File menu, click Save.

To enable iFIX security:

1. Open the Security Configuration

application, if it is not already open.
2. Click the Configuration button on the
Security toolbox.
3. Select Enabled to enable security.
4. On the File menu, click Save.

To confirm that any remote project

paths appear as mapped network drives:

1. Open the System Configuration (SCU)

application, if it is not already open.
2. On the SCU's Configure menu, click
Paths. The Path Configuration dialog
 box appears.
3. Confirm that all of the project paths
point to a mapped network drive. If the
paths do not point to a mapped
network drive, make adjustments so
that they do.
For instance, \\MyServer\Program
Files\Proficy\Proficy IFIX in the Project
path field is not supported, but a
network drive mapped to D:\Program
Files\Proficy\Proficy IFIX\LOCAL
folder (where D:\ is the map to
\\MyServer) would work.

4. Exit the SCU.

To confirm that all security paths are

mapped to the iFIX Local path:

1. Start iFIX.
2. Open the System Configuration (SCU)
application.
3. On the Configure menu, click
 Security. The Security Configuration
dialog box appears.
4. On the Edit menu, click Configuration.
The Configuration dialog box appears.
5. Confirm that the Security Path and
Backup Path both point to the iFIX
Local path. If you install iFIX to the
default location, this path is:
C:\Program Files\Proficy\Proficy
iFIX\LOCAL.
If the paths do not point to the local
install path, make adjustments so that
they do.

6. Save your changes and exit the

Security Configuration application.
7. Exit the SCU.
 To enable Change Management in the
iFIX User Preferences:

1. Start iFIX, and the Proficy iFIX

WorkSpace.
2. In Classic view, on the WorkSpace
menu, click User Preferences.
-Or-
In Ribbon view, on the Home tab, in
the Workspace group, click Settings
and then click User Preferences.
3. Click the Change Management tab.
4. Select the Enable Change
Management Server Connection check
box.
5. In the Change Management Server
field, enter the name of the server. For
instance, if your server was named
MyServer, enter MyServer in this
field.
6. If you want to log on to the Change
Management Server when you start the
iFIX WorkSpace, select the Logon at
WorkSpace Startup.
TIP: For large projects, it is
recommended that you clear this check
box, since it will take iFIX longer to
start, depending on the size of the
project.

7. If you always want a Logon dialog box

to display when a user logs on to the
Change Management Server from the
iFIX WorkSpace, select the Prompt for
User Name and Password check box.
For information on how to configure
automatic login, refer to the Automatic
Logon to the Change Management
Server section.
8. In the Change Management Project
Name field, enter the name of your
project.
If an integrated iFIX project folder is
not already created on the Change
Management Server, this is name of the
project folder that will be created when
you log in to the Change Management
Server for the first time. It is
recommended that you create your
projects through iFIX this way, rather
than through the Change Management
Server.

9. Optionally, if you want to require that

the user enter comments when
checking in or checking out files,
select the Require comments to check
in and check out files check box.
10. If you want to enable iFIX electronic
signatures, enter the electronic
signature options. For more
information on how to do this, refer to
the iFIX Electronic Signatures and
 Change Management section.
11. Click OK.

Automatic Logon to the Change

Management Server

When you enable Change Management from

the iFIX User Preferences dialog box in the
WorkSpace, you can specify the login options,
such as whether you log on when the
WorkSpace starts up, and whether a dialog box
appears requesting a password.

TIP: If you have a very large iFIX project, you

most likely do not want to enable the Logon at
WorkSpace Startup. If it is selected, it may take
several additional seconds or minutes
(depending on the size of your project) for the
WorkSpace to startup.
With automatic logon, no dialog box appears
requesting your logon credentials. Instead,
when you choose to logon, either at the
WorkSpace start up or from the system tree's
right-click menu, the logon occurs
automatically. If the automatic logon fails due
to an invalid user name or password, the
Change Management Logon dialog box does
appear, however.

To enable automatic logon to the Change

Management Server from iFIX, from the iFIX
User Preferences dialog box on the Change
Management tab, you must clear the Prompt
for User Name and Password at Logon check
box.
For automatic logon to work properly, the user
you log into iFIX with must also be defined on
the Change Management Server. The user
name and password defined in on both servers
must be identical.

TIP: In iFIX, user names and passwords are not

case-sensitive. However, in Proficy Change
Management, passwords are case-sensitive.
When in iFIX, it is recommended that you enter
both the user name and password all in the same
case, so that it is less likely you will run into
issues later.
Similarly, when creating your iFIX users, you
should be aware of the limitations set on the
Change Management passwords. You do not
want to create an iFIX user with a password
that Change Management does not support.
For more information on creating passwords in
Change Management, refer to the "Working
with users" topic in the Proficy Change
Management help.

When the user names and passwords do not

match in both applications, or the iFIX user
you are logged in as is not defined as a user on
the Change Management Server (or vice
versa), after an error message, the Logon
dialog box appears, even with the Prompt for
User Name and Password at Logon check box
cleared.
iFIX Electronic Signatures and
Change Management

When checking out and checking in files to the

Change Management Server, you can require
that the user provide an electronic signature
before the action occurs. With iFIX Electronic
Signatures enabled, the Electronic Signature
dialog box appears, before the Change
Management Check Out or Check In dialog
box appears. This is the same Electronic
Signature dialog box that appears in the iFIX
product, like the ones described in the
Examining the Electronic Signature Dialog
Box section of the Using Electronic Signatures
electronic book.

If the user name and password entered for the

electronic signature is rejected, iFIX does not
perform the check out or check in file
command on the Change Management Server.
Comments can be entered into both the
Electronic Signature dialog box and Check
In/Out dialog box. The comments included
with the Electronic Signature dialog box are
tracked with other iFIX electronic signatures,
and appear in the same audit trail.

If you want to use electronic signatures for

checking in files to the Change Management
Server from the iFIX WorkSpace, open the
User Preferences dialog box, click the Change
Management tab, and enter the options you
want in the Electronic Signature Options area.

For more information about electronic

signatures in iFIX, refer to the What are
Electronic Signatures? section in the Using
Electronic Signatures electronic book.
 To configure electronic signatures for
Change Management actions in iFIX:

1. If the iFIX WorkSpace is open and

you are logged into the Change
Management Server, log off. To do
this, right-click the node name in the
system tree, select Manage and then
click Logoff.
NOTE: You cannot make changes to
the Change Management setting in iFIX
while logged on to the Change
Management Server.

2. In Classic view, on the WorkSpace

menu, click User Preferences.
-Or-
In Ribbon view, on the Home tab, in
the WorkSpace group, click Settings,
and then click User Preferences.
3. Click the Change Management tab.
4. Confirm the Enable Change
Management Server Connection check
box is selected. If it is not, select it.
Otherwise, you cannot modify the
Electronic Signature Options.
5. Optionally, if you want to require that
the user enter comments when
checking in or checking out files (in
the Check In and Check Out dialog
boxes), select the Require comments
to check in and check out files check
box.
NOTE: This option can be enabled with
or without the electronic signature
option.
6. In the Electronic Signature Options
area, select the type of type of
electronic signature you want to
enable:
• Perform Only – the operator
(the "performer") that
initiated the action must
electronically sign for that
action.
• Perform and Verify – the
operator (the "performer")
that initiated the action must
electronically sign for that
action and another individual
(the "verifier") must
electronically sign to
validate the action.
By default, the electronic signature
Type is set to None.
7. If you want to allow the operator to
repeatedly sign for successive actions
by supplying only a password, when
electronic signatures are enabled,
select the Allow Continuous Use
check box.
Continuous use applies only to the
person performing an action and does
not affect the person verifying an
action.

8. If you want to provide a different set

of predefined comments in the drop-
down list, do the following:
• For the Perform Only
comments, click Create
Default Perform Comments
Table
• For the Perform and Verify
comments, click Create
Default Perform Comments
Table
Alternatively, you can enter a name for
 the table in each of these fields.

9. If you created your own comment

tables, configure them. Refer to the
steps in the Comment Tables,
Electronic Signatures, and Change
Management section for more
information.
10. Click OK.
11. Restart the iFIX WorkSpace.

Comment Tables, Electronic

Signatures, and Change Management

When using iFIX with Change Management

and an Electronic Signature dialog box
appears, if you create your own comment
tables, operators can select from a drop-down
list of predefined comments. Perform and
Verify comment lists are stored in different
tables. As such, you can configure different
comments to appear from the drop-down list in
the Perform Comments section and in the
Verify Comments section of the Electronic
Signature dialog box.

The table names you enter in the Perform

Comments Table Name and Verify Comments
Table Name fields can be the same as the ones
you use for your other iFIX applications, or
you can configure Change Management
specific comment tables. If you click the
button to create a table, Change Management
specific tables are created:

• ChangeManagementPerformComment
s
• ChangeManagementVerifyComments

However, you can also enter the name of the

table you want to use into the edit box for the
Perform Comments Table Name and Verify
Comments Table name fields from the User
Preferences dialog box's Change Management
tab. You do not have to use the button to create
the table, if you already have one created. If
not, you can create it by clicking the
corresponding Create Default Comments Table
button.

IMPORTANT: The operator can enter text in

the Comment field regardless of whether you
configure a comment table and create pre-
defined comments. The custom tables are
provided if you want to customize the drop-down
list that displays. Custom tables are saved as
part of the User.fxg file. If you choose to manage
the User.fxg file, you must close the WorkSpace
and restart it in order to save User.fxg locally.
The User.fxg file is not saved until the
WorkSpace restarts.

To create a comment table:

1. In Classic view, on the WorkSpace

menu, click User Preferences.
-Or-
In Ribbon view, on the Home tab, in
the WorkSpace group, click Settings,
and then click User Preferences.
2. Select the Change Management tab.
3. Optionally, rename the table(s) by
entering text in the Perform Comments
Table Name field and the Verify
Comments Table Name fields,
respectively.
4. Click the corresponding button, either
the Create Default Perform Comments
Table button or the Create Default
Verify Comments Table button, as
appropriate.
A message box appears, confirming that
the comment table was successfully
created. If you do not rename the tables
in step 3, these default names are
assigned to the tables:

• ChangeManagementPerform
Comments
• ChangeManagementVerifyC
omments
The comment tables you create are
listed in the System Tree of the
 WorkSpace, in the Globals folder, in the
User category.

5. Click OK in the WorkSpace message

box.
6. Once you create a comment table, you
can fill it with comments you want to
use in your application.

To customize the content of a comment

table:

1. From the iFIX WorkSpace, right-click

the comment table, such as
ChangeManagementPerformComment
s in the system tree, and select
Custom. The Custom Lookup Table
dialog box appears.
2. In the Value column, enter a numeric
value.
This value can be up to seven digits
long. Sequence the numbers in this
column in relative, ascending order.
 This value is used as an index for this
comment and is not otherwise
associated with the comment.

3. In the String field, enter the comment.

The comment can be up to 168
characters long. Keep in mind that this
comment can be combined with a free-
text comment in the Electronic
Signature dialog box, so you may want
to conserve the length of this comment.

To rename a comment table to give it a

more descriptive name:

1. From the iFIX WorkSpace, access the

system tree.
2. Select the comment table you want to
rename in the system tree.
3. Open the Properties window by right-
clicking the comment table in the
system tree and selecting the Property
Window... option.
 4. Select the Name property, and enter
the new table name.
5. Close the Property window.

To delete a comment table:

1. In the iFIX WorkSpace, access the

system tree.
2. Right-click the name of the table you
want to delete, and click the Delete
option.

Overview of Change Management

Server Configuration Steps

To allow Change Management features to be

used from the iFIX WorkSpace, you must
perform the following steps on Change
Management Server:

1. Add a user for iFIX projects.

2. Configure user privileges.
NOTE: Each set of steps is listed in the order
that they should be performed.

To add a user for iFIX projects:

1. Start Proficy Machine Edition.

2. In the Navigator, right-click Access
Control and select Check Out Access
Control.
3. In the Access Control folder, right-
click the User folder and select New
User.
4. Enter a name and press Enter. The
name that you enter in this field is one
that you created for iFIX in the
Overview of iFIX Configuration Steps
section.
5. Right-click the user you just created in
step 4, and select Change Password.
The Change Password dialog box
appears.
Be sure that the password matches the
 password that you entered in the iFIX
Security Configuration application. This
password should be in the same case as
the iFIX password.

TIP: For more information on creating

passwords in Change Management,
refer to the "Working with users" topic
in the Proficy Change Management
help.

6. Click OK.
7. In the Navigator, right-click Access
Control and select Check In Access
Control.

To configure user privileges:

1. In the Navigator, right-click Access

Control and select Check Out Access
Control.
2. Double-click the User folder to view
all users.
3. Right-click user that you just created
in the previous set of steps, and select
Add to Group, and then
Administrators.
IMPORTANT:
• Members of the Administrator
group can perform any
operation in Change
Management, the Scheduler, or
projects stored in the folder.
You must be an Administrator
if you want to run schedules
and have full check in and
check out rights on the iFIX
project files. The
Administrator group has full
manage rights, including check
out rights.
 • If you want to give a user a
subset of permissions (for
example, just check in/check
out privileges), it is
recommended that you create
a group that only has Check
in/Check out set to TRUE, and
then assign that user to the
group.

• Permissions are "additive." So,

if a user belongs to 3 groups
and if any those three groups a
permission set to TRUE, the
user gets that permission. The
permissions that the iFIX
WorkSpace uses include:
Check In and Out, Get, Label,
Override Checkout, Change
Password, and Edit Project
List.

4. In the Navigator, right-click Access

Control and select Check In Access
Control.
Using Change
Management from the iFIX
WorkSpace
In Classic view, to access Change
Management functions in the iFIX WorkSpace
environment, in the system tree, use the right-
click Manage menu. In Ribbon view, you may
access Change Management features in the
same way as in Classic view, or you may
access project level file operations via the
ribbon on the Administration tab, in the
Proficy Change Management group. The
following table provides brief descriptions of
the Change Management items. Click an action
for more detailed information.
Action Quick Description

Logon Allows you to log on to the

Change Management Server.
This option is only available
from the node name folder (the
top level folder) in the system
tree.
If configured for a dialog box,
a Change Management Logon
dialog box appears. If you are
configured to automatically log
on, no dialog box appears.

Logoff Allows you to log off from the

Change Management Server.
This option is available only
from the node name folder (the
top level folder) in the system
tree.
Action Quick Description

Add All Allows you to add all of your

iFIX iFIX project files from the
Files selected node to the Change
Management Server.
This option is available only
from the node name folder (the
top level folder) in the system
tree.

Add Allows you to add a file or

folder to the Change
Management Server.
Action Quick Description

Check Allows you to lock a file,

Out folder, or project from the
Change Management Server.
Another logged in user cannot
modify that item or items until
you check the item or items
back in.
Optionally, if the file or folder
on your local computer is
newer than the one in the
Change Management Server,
you can leave the local copy of
the file or folder and still lock
the files on the Change
Management Server with the
Check In – so that no one else
can edit them.
To copy files when checking
out, clear the "Don't overwrite
local file(s) with managed
copy" check box in the Check
Out dialog.
Action Quick Description

Check Allows you to copy your local

In file, folder, or project from
your local SCADA to the
Change Management Server.
After you check the item or
items back in, they can be
edited by other users.

Check Allows you to view whether

Out the file is checked out from the
Status Change Management Server,
and the name of the user
currently working on the file.
Action Quick Description

Undo Allows you to leave the files in

Check the Change Management
Out Server without copying your
changes to it.
The Undo Check Out command
releases the files so that other
users can work on them.

Destroy Allows you to permanently

remove a file from the Change
Management Server. You can
optionally remove the file from
your local drive, or delete it as
well.
Action Quick Description

Get Allows you to copy the latest

Latest version of the selected folder,
file, or project from the Change
Management Server to your
local computer. If a version
already exists on your local
computer, it is overwritten.
The file or files get copied to
your local computer with
writable attributes. The status
file or files on the Change
Management remains the same.
No Check Out occurs when
you get the latest version.
If you get the entire project, be
aware that you must restart
iFIX so that it starts with the
SCU and security files you get,
which lets you work on the
project.
Action Quick Description

Get Allows you to copy an entire

Other iFIX project from the Change
Project Management Server to your
local computer. You cannot
copy another project to your
local iFIX install path.
NOTE: If you later want to run
this project in iFIX, you need to
update the SCU. Click the How
Do I button in the Get Other
Project section for more
information.

This option is available only

from the node name folder (the
top level folder) in the system
tree.
 Action Quick Description

Label Allows you to assign a user

defined text string to a specific
version of a file, folder, or
project in the Change
Management Server.

History Allows you to view the

Report revision history of a file, folder,
or project.

TIP: If a Change Management feature is not

available for a selected item in the system tree,
the right-click menu or menu option appears
disabled. For a list of items in the system tree for
which the Manage menu is available, refer to the
Summary of Items Managed in the System Tree
section.
Tips for Working with Multiple Users

If you plan to have multiple developers

creating iFIX pictures make sure that:

• All users install iFIX to the same

folder. This ensures that the SCU files
start iFIX properly on all developers'
computers.
• Remote paths for shared files use
mapped network drives.

Create a Project

It is recommended that you create a Change

Management project for an iFIX node within
the iFIX WorkSpace. Although you can create
integrated iFIX project folders within the
Proficy Machine Edition product, if the name
does not exactly match the one you enter on
your iFIX SCADA node, problems can arise.
For more information on how projects are
defined in both projects, refer to the Projects in
Change Management vs. iFIX section.

When you configure your Change

Management settings in the iFIX User
Preferences dialog box, you define a project
name. As soon as you login to the Change
Management Server from the iFIX
WorkSpace, that new project is created.

Typically, the Change Management project

name that you enter into the iFIX User
Preferences is the same name as your iFIX
node name. But, you can enter any name.

To create a project from the iFIX

WorkSpace:

1. From the iFIX WorkSpace, disconnect

from the Proficy Change Management
Server if you are already connected.
For more information, refer to the
Logging Off section.
2. In Classic view, on the WorkSpace
menu, click User Preferences.
-Or-
In Ribbon view, on the Home tab, in
the Workspace group, click Settings
and then click User Preferences.
3. Click the Change Management tab.
4. Select the Enable Change
Management Server Connection check
box, if it is not already select.
5. In the Change Management Server
field, enter the name of the server. For
instance, if your server was named
MyServer, enter MyServer in this
field.
6. If you want to log on to the Change
Management Server when you start the
iFIX WorkSpace, select the Logon at
WorkSpace Startup.
TIP: For large projects, it is
recommended that you clear this check
box, since it will take iFIX longer to
start, depending on the size of the
project.

7. If you always want a Logon dialog box

to display when a user logs on to the
Change Management Server from the
iFIX WorkSpace, select the Prompt for
User Name and Password check box.
For information on how to configure
automatic login, refer to the Automatic
Logon to the Change Management
Server section.
8. In the Change Management Project
Name field, enter the name of your
project. If name already exists, enter a
new one to create a new project.
As soon as you login to the Change
Management Server from the iFIX
WorkSpace, that new project is created.

9. Optionally, if you want to require the

user to enter comments when checking
in or checking out files, select the
Require comments to check in and
check out files check box.
10. If you want to enable iFIX electronic
signatures, enter the electronic
signature options. For more
information on how to do this, refer to
the iFIX Electronic Signatures and
Change Management section.
11. Click OK.
 12. From the WorkSpace, logon to the
Change Management Server to create
the project on the Change
Management Server. For logon steps,
refer to the Logging into the Change
Management Server from iFIX
section.

Add Files

The Add and Add All Files options from the

Manage menu allows you to add all of your
iFIX project files from the selected node to the
Change Management Server. When you
choose to add a file, folder, or entire project,
the Add Files dialog box appears, as shown in
the following figure. You can enter a
comment, as well as choose whether you want
to keep the local copy checked out and/or
writable.
NOTE: Files from a remote location cannot be
added to your Change Management project,
unless you map the drive. Additionally, security
files that point to a remote security path or non-
local iFIX path cannot be added to the Change
Management Server. Make sure that the primary
and backup security path in the Security
application's Configuration dialog point to the
iFIX Local folder. For instance, if you install
iFIX to the default folder, this path is:
C:\Program Files\Proficy\Proficy iFIX\LOCAL.
To add an entire project:

1. In the iFIX WorkSpace system tree,

right-click the node name, and from
the Manage menu, select Add All Files
in Project. The Add File dialog box
appears.
2. Optionally, in the Comment text box,
enter a comment. The comment can be
no longer than 255 characters. The
comments you enter are recorded on
the Change Management Server.
3. Optionally, select the Keep Local
Copy check box if you want to keep a
writable version of the project files on
your local computer. Otherwise, clear
the Keep Local Copy check box to
remove the local files after you add
them to the Change Management
Server.
4. Optionally, select the Keep Check Out
check box, if you want to add the files,
and check them out to your local
 computer.
5. Click OK. A status box appears on
screen as the files get added.

To add a selected file or folder:

1. In the iFIX WorkSpace system tree,

right-click the file or folder name, and
from the Manage menu, select Add.
The Add File dialog box appears.
2. Optionally, in the Comment text box,
enter a comment. The comment can be
no longer than 255 characters. The
comments you enter are recorded on
the Change Management Server.
3. Optionally, select the Keep Local
Copy check box, if you want to keep a
writable version of the project files on
your local computer. Otherwise, clear
the Keep Local Copy check box to
remove the local files after you add
them to the Change Management
Server.
 4. Optionally, select the Keep Check Out
check box, if you want to add the files,
and check them out to your local
computer.
5. Click OK. A status box appears on
screen as the files get added.

Check Out

The Check Out option from the Manage menu

allows you to allows you to lock a file, folder,
or project from the Change Management
Server. Another logged in user cannot modify
that item or items until you check the specified
item or item back in.

Optionally, if the file or folder on your local

computer is newer than the one in the Change
Management Server, you can leave the local
copy of the file or folder, and still lock the files
on the Change Management Server with the
Check Out option so that no one else can edit
them.
To copy files from the Server to your local
computer when checking out, clear the Don't
overwrite local file(s) with managed copy
check box in the Check Out dialog, as shown
in the following figure. Be aware that if you
are checking out pictures and there are pictures
are open the WorkSpace with the same name,
you need to close them and re-open them in the
WorkSpace to view the Server versions
locally.
If you try to open a read-only file on your local
computer, that resides on the Change
Management Server, but is not checked out,
the Change Management - Open dialog box
appears, as shown in the next figure. If you
click Yes to this dialog box, the Check Out
dialog box also appears.
If you try to open a file that is checked out by
another user, or by you on another computer,
you cannot modify that item or items until the
user checks the specified item or items back in,
giving up source control. The following
message box appears.
To check out a file, folder, or project:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to check out, and on the
Manage menu, select Check Out. The
Check Out dialog box appears.
2. If you want to copy the files from the
Change Management Server to your
local computer when checking them
out, clear the Don't overwrite local
file(s) with managed copy check box.
3. Optionally, in the Comment text box,
enter a comment. The comment can be
no longer than 255 characters. The
comments you enter are recorded on
the Change Management Server.
 NOTE: If comments are required, the
OK button in this dialog box does not
become available until you enter a
comment. Comments are required when
you enable them in the iFIX User
Preferences dialog box, on the Change
Management tab, by selecting the
Require Comments to Check In and
Check Out Files check box.

4. Click OK. A status box appears on

screen as the files check out.

Check In

The Check In option from the Manage menu

allows you to copy a file, folder, or project
from your local SCADA to the Change
Management Server. After you use the Check
In command, you release your control on that
file, folder, or project so that another user can
work on that file, folder, or project. The
following figure displays an example of the
Check In dialog box.
IMPORTANT: You must perform a Check Out
(copy a writable version of the file, project, or
folder from the Change Management Server to
your computer), before you can perform a Check
In (copy your version of the file, project, or
folder from your computer back to the Change
Management Server).
To check in a file, folder, or project:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to copy to the Change
Management Server, and on the
Manage menu, and select Check In.
The Check In dialog box appears.
2. Optionally, in the Comment text box,
enter a comment. The comment can be
no longer than 255 characters. The
comments you enter are recorded on
the Change Management Server.
NOTE: If comments are required, the
OK button in this dialog box does not
become available until you enter a
comment. Comments are required when
you enable them in the iFIX User
Preferences dialog box, on the Change
Management tab, by selecting the
Require Comments to Check In and
Check Out Files check box.
 3. Optionally, select the Keep Local
Copy check box, if you want to keep a
writable version of the project files on
your local computer. Otherwise, clear
the Keep Local Copy check box to
remove the local files after you add
them to the Change Management
Server.
4. Optionally, select the Keep Check Out
check box, if you want to check in the
files, and check them out to your local
computer.
5. Click OK. A status box appears on
screen as the files check in.

Check Out Status

The Check Out Status option from the Manage

menu allows you to view whether the file is
checked out from the Change Management
Server, and the name of the user currently
working on the file. You can use the Check
Out status command only on an individual file.
This feature is helpful if you want to check out
a file, but another user is working on it. When
you determine the user name, you can either
wait for the person to check in the file, or
inform that user that you need to make changes
and that he needs to check in the file.

For example, in the following figure, a user

name KATHY has the ChartGroupDemo.grf
file checked out. The Label indicates that she's
working on the BETA version of the file.
To view the check out status of a file:

1. In the iFIX WorkSpace system tree,

right-click the file whose status you
want to view, and from the Manage
menu, select Check Out Status. The
Check Out Status dialog box appears.
2. Review the Logon User field to see the
user name who has the file checked
out.
3. Review the other fields you are
interested in, and click OK when you
finish.
Undo Check Out

The Undo Check Out option from the Manage

menu allows you to leave the files in the
Change Management Server without copying
your changes to it. The Undo Check Out
releases the files so that other users can work
on them. If you want to undo the check out on
the Server without changing the updated files
on your local computer, make sure the Don't
overwrite local file(s) with managed copy
check box is selected.
IMPORTANT: If you clear the Don't overwrite
local file(s) with managed copy check box for a
check out, you must reload the file to view the
changed file on the local computer.

To undo a check out:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to undo changes on, and
on the Manage menu, select Undo
Check Out. The Undo Check Out
dialog box appears.
2. If you want to undo the check out on
the Server without changing the
updated files on your local computer,
make sure the Don't overwrite local
file(s) with managed copy check box
is selected.
 Clear this check box if you want to
undo the check out on the Change
Management Server, and then replace
the files on your local computer with
the versions on the Change
Management Server. If you clear this
check box, be aware that you must
reload the file to view the changed file
on your local computer.

3. Click OK. A status box appears on

screen as undo check out proceeds.

Destroy

The Destroy option from the Manage menu

allows you to permanently remove a file from
the Change Management Server. You can
optionally remove the file from your local
drive, or delete it as well.

WARNING: After you destroy a file, there is no

history of the file on the Change Management
Server. A destroyed file is permanently lost and
cannot be recovered.

The following figure shows an example of the

Destroy dialog box.
To destroy a file:

1. In the iFIX WorkSpace system tree,

right-click the file you want to delete,
and on the Manage menu, select
Destroy.
2. If you want to keep the version of the
file on your local drive, select the
Remove only from Change
Management server check box.
Otherwise, to delete the local version
of the file as well, clear this check box.
3. Click OK. A status box appears on
screen as the file is removed.
Get Latest

You can copy the latest version of a file,

folder, or project from the Change
Management Server to your local computer by
using the:

• Get Latest option from the Manage

menu
• PCM History window

If a version already exists on your local

computer, when you get the file, that version is
overwritten. The file or files get copied to your
local computer with writable attributes. If you
are checking out pictures, and pictures with the
same name are open in the WorkSpace, you
need to close them and re-open them to view
the Server versions locally. The status file or
files on the Change Management remains the
same. No Check Out occurs when you get the
latest version.
If you get the entire project, be aware that you
must restart iFIX so that it starts with the SCU
and security files you get, and you can work on
the project.

IMPORTANT:
• If the SCU paths in the project you get
from the Change Management Server
are not mapped to the path of your local
iFIX install, you will not be able to start
iFIX with this project.
• For example, say the SCU project path
is mapped to D:\Program
Files\Proficy\Proficy iFIX, but your
local iFIX install is installed to
C:\Program Files\Proficy\Proficy iFIX.
You must open this SCU in the System
Configuration utility to update this
paths before you can run this project
locally. You should confirm the correct
paths exist in the Path Configuration,
Task Configuration, Network
Configuration, Local Startup Definition,
and SQL Task Configuration dialog
boxes.
 • If multiple developers intend to work on
the same iFIX project, make sure each
user installs iFIX to the same path and
drive. This ensures that paths will
always load properly in iFIX SCU files.

Tips for Getting Color Table (*.FTB)

files

Color table files (*.FTB) are saved only when

the iFIX WorkSpace exits. So, if you try to get
the latest version from the Change
Management Server, it may appear as if the get
did not work properly. Restart the WorkSpace,
and your color tables should get updated.

Steps for Getting Files

The steps that follow describe to get a file or

files from the right-click menu or the PCM
History window.
 To get the latest version of a file, folder,
or project from the right-click menu:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to get, and from the
Manage menu, and select Get Latest.
2. If you selected a project, a message
box appears indicating that iFIX must
be restarted. To continue:
• Click Yes. Another message
appears to confirm the shut
down. The PCM Utility
window appears, displaying
the status in the background.
• Click OK. You are prompted
to save any files with
unsaved changes. Click Yes
for each file you want to
save.
 • If you suspect that the install
paths do not match your
local iFIX installation path,
modify the SCU file so that
it contains the correct paths
in the Path Configuration,
Task Configuration,
Network Configuration,
Local Startup Definition, and
SQL Task Configuration
dialog boxes.
• Restart iFIX.
3. If you retrieved a color table file that
you want to work on, restart the
WorkSpace so that it loads properly
and you can view it.
 To get a version of a file, folder, or
project from the PCM History window:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to obtain a version from
the Change Management Server, and
on the Manage menu, click History
Report. The PCM History window
appears.
2. In the PCM History window, select the
version of the file, folder, or project
that you want to get from the Change
Management Server, and click Get.
3. Click OK to continue. A status box
appears on screen as the selected file,
folder, or project is copied to your
local computer.
4. If you retrieved a color table file that
you want to work on, restart the
WorkSpace so that it loads properly
and you can view it.
 5. If you retrieved an entire project,
restart iFIX.

NOTE: If you notice that your files are not

updated, verify that you have enough available
memory to complete the operation. Low memory
prevents the files from being copied to your local
computer.

Get Other Project

The Get Other Project option from the Manage

menu allows you to copy an entire iFIX project
from the Change Management Server to your
local computer. You cannot copy another
project to your local iFIX install path, you
must enter another path. If you later want to
run this project in iFIX you need to update the
SCU.
The following figure shows an example of the
Get Other Project dialog box. In this example,
iFIX is installed to the C:\Program
Files\Proficy\Proficy iFIX folder, so the
Project Destination was changed to
C:\ProjectB. This project will not run in iFIX
until the SCU information is modified so that it
runs in the proper path.
Select the Delete all existing files under
Project Destination check box if you want to
delete all existing files under the project you
specify. If you select this check box, it is
strongly recommended that you also select the
Initialize Project Destination with iFIX default
files check box.

Selecting the Initialize Project Destination with

iFIX default files check box deploys all iFIX
default system files to the project you specify.
If you plan to start iFIX with this project, it is
strongly recommended that you select this
check box.

Label

The Label option from the Manage menu

allows you to assign a user defined text string
to the latest version of a file, folder, or project
in the Change Management Server. When you
assign a label at the project or folder level, that
label only applies to the select project or
folder. For instance, if you apply a label at the
project level, all folders and files in that project
are not individually labeled. Only the project
folder is labeled.
From the PCM History window, you can
compare a labeled version of a project, file, or
folder in the Change Management Server with
the version on your local computer. You can
also compare two labeled versions of the same
file in the Change Management Server. The
Apply Label dialog box is illustrated in the
following figure.
Be aware that if you run the Change
Management Server Trim utility, labels on
from iFIX projects, folders, security files, FIX
Desktop files, Historical Assignment files, and
user add-on files are removed. Labels on
individual iFIX files remain, however. For
more information on labels in iFIX and
Change Management, refer to the Labeling
Differences section.

To assign a label to a version of a file,

folder, or project in the PCM Server:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to display a history
report on, and from the Manage menu,
select Label. The Apply Label dialog
box appears.
2. In the Label field, enter the text string
for the label you want to use. Be aware
that the label you enter can be no
longer than 31 characters.
 3. Click OK.

History Report

The History Report option from the Manage

menu allows you to view the revision history
of a file, folder, or project:

• If you select a folder, the history of

Change Management actions in iFIX is
detailed for the individual folder, as
well as all the files in that folder.
• If you select a file, only the actions for
that file display.
• If you select a project, only the label
changes to the project display. A
change history of all folders and files
in the project does not display. You
can, however, compare your local
project with a labeled version in the
Change Management Server from this
window.
When you select the History Report option, the
PCM History window appears. You can also
get files, or versions of files from this window.
For detailed information on this window, refer
to the Understanding the Proficy Change
Management History Window section.

To display a history report:

1. In the iFIX WorkSpace system tree,

right-click the file, folder, or project
that you want to display a history
report on, and from the Manage menu,
select History Report. The PCM
History window appears.
2. Scroll through the list to view the
history of Change Management
actions on the selected item.
IMPORTANT: It is recommended that
you check in picture files when they are
not open in the WorkSpace. Otherwise,
a managed picture on the Change
Management Server will show a
difference at the Binary level, between
 the open and closed states, even if you
did not modify anything in the picture.

Understanding the Proficy Change

Management History Window

The Proficy Change Management (PCM)

History window allows you to view the
revision history of a file, folder, or project.
You can also compare different versions of the
same file or folder in the Change Management
Server, or even compare versions on the server
with the ones stored on your local computer.

For instance, you can compare your local

project to the latest version of the project in the
Change Management Server, or any labeled
version. You must be logged into the Change
Management Server in order to use the History
window.

Additionally, from the PCM History window,

you can get a specific version of a project, file,
or folder from the Change Management
Server. Getting an entire project requires that
you shut down iFIX in the process. Every node
should have it's own project in the Change
Management Server.

To open the PCM History window, right-click

a file, folder, or project in the Proficy iFIX
WorkSpace system tree. From the Manage
menu, choose History Report. The History
window displays the change history for the
selected project, folder, or file in the iFIX
WorkSpace system tree. The following figure
is an example of the window that appears.

PCM History Window

The change history for a selected project only
includes label changes to the project. For
instance, say you label a project 3 times, and
then you right-click the top level Project folder
for the node, select Manage, and choose
History Report. The PCM History window
appears with four rows: one for the latest
project, and one for each of the three labels
you added. If you want to compare the
differences between your local project and one
on the Change Management Server, click the
Difference button. The summary report lists all
the files and folders for the project, and
whether changes exist.

In the PCM History window, the change

history for a folder includes all the files that
appear in the iFIX WorkSpace system tree
under that folder, as well as the folder label
changes. For example, for the Pictures folder,
the PCM History window displays the change
history for every single picture and the PIC
folder.
The following sections describe the parts of the
Change Management History window and the
information it contains.

Spreadsheet Columns

The spreadsheet that appears in the Change

Management History window displays all
versions of the selected file or folder. The
following table describes the columns in the
spreadsheet.
 Column Description
Name

Version The version number of the

file in the Change
Management Server. All
files start at version number
1, and then go on to 2, 3, 4,
5, and so on, with each
change that you check in to
the Change Management
Server.

Path The relative path of the iFIX

folder or file name within
the current Change
Management project.
 Column Description
Name

User The name of the Change

Management user who
performed the action on the
file.
 Column Description
Name

Label A user defined text string

that you can assign to a
specific version of a file,
folder, or project in the
Change Management
Server.

For example, you could

label a collection of files in
a folder or project with
"Beta Release" as the text
string. Later, you can read
down all the files labeled
"Beta Release" from the
Change Management
Server.
 Column Description
Name

Date/Time The time that the action

occurred on the Change
Management Server
computer. The time appears
with the local region
settings defined on the
Change Management
Server.
 Column Description
Name

Action The type of action

performed on the file or
folder in the Change
Management product. For
instance, these actions
include: Add, Label, Get
Latest, Get, Check Out,
Check In, and Undo Check
Out.

Check In Comment optionally entered

Comments by the Change Management
user when the check in
action was performed. The
maximum number of
characters in this field is
255.
You can sort files in the spreadsheet based on a
column name, in ascending or descending
order. To sort in ascending order, click the
column heading once. To sort in descending
order, click the same heading again.

You can move column headings to different

locations by clicking and dragging the column
heading to the desired location. Two red
arrows appear when you can drop the heading
to the new column.

All sorting options and moved column

headings are refreshed the next time you open
the Change Management History window.

Details Button

Provides details for the selected row. For

instance, if the Check In Comments column
appears too long to be easily read in the
spreadsheet, select the row and click the
Details button to open a dialog box that
displays the Check In Comments in a larger
visible area.

You can also double-click a row to display the

Details dialog box. This dialog box displays
comments in a larger area and includes the
label for the folder, if one exists.

Difference Button

Displays the differences between two versions

of the same file or folder in a summary report:

• Select two different versions of the same

file or folder in the spreadsheet, and
click Difference to report the differences
between the versions.
• Select a single file or folder in the
spreadsheet to compare that version
from the Change Management Server
with the version saved on your local
drive.

The History window displays previous

versions of iFIX files if they are being stored
on the Change Management Server.

Ctrl or Shift click to select two items in the

spreadsheet. You cannot select a folder and a
file at the same time in the spreadsheet. You
must select two different versions of the same
file or same folder, or one version of the file or
folder (to compare with the one on your local
drive). If the action you want to perform is
invalid, the button is unavailable.

The summary report displays as an .html file.

IMPORTANT: When displaying the differences

of FIX Desktop folder, all files except the *.hgp
files for the Historical Display are compared.
When displaying differences of the Security
folder, all files except the display.dov file (if it
exists) are compared.

Text Compare Check Box

This check box appears only when you select a

single picture file (to compare a specific
version with the one on your local computer),
or two versions of the same picture file (to
compare two different versions).

This check box is not available for folders or

projects, such as the entire iFIX picture folder
or project folder. By default, when this check
box appears, it is cleared.

When you clear this check box and click

Difference, a binary compare is performed that
indicates if any differences are found in the
picture. If there is a difference found, a red row
displays in the summary report.

When you select this check box, and then click

Difference, an ASCII compare is performed
that lists whether differences are found in the
picture, as well as details on each change in
that picture. These details include VBA script,
Dynamo, process database, and user.fxg
changes. They do not include changes to
ActiveX Controls or Chart Configuration
changes. The ASCII compare may take longer
than the binary (default) compare. If there are
changes, details on each change appear in the
summary report that displays.

Get Button

Retrieves a copy of the selected file, folder, or

project in the spreadsheet to your local iFIX
folder. Each item is copied with writable
attributes. Getting an entire project requires
that you shut down iFIX in the process.

The Get button is unavailable for Security

Files.

Report Button

Exports the currently displayed spreadsheet

into an .html, .xml, .csv, or .txt file.

Help Button

Displays this help file.

Exit Button

Closes the Proficy Change Management

(PCM) History window.

Right-click Menu Options

The Details, Difference, Get, and Report

commands are also available from the right-
click menu. Select a file or folder in the
spreadsheet and optionally use the right-click
commands instead of the buttons to perform
the required tasks. Be aware that if an action is
invalid for the selected items, the action on the
right-click menu is also unavailable.

Summary of Binary vs. ASCII

Compare Functionality

Two types of compare operations can be

performed from the PCM History window:

• Binary – lists only the files that are

different.
 • ASCII – lists whether differences are
found, and the details on each change.

The ASCII compare is only available for some

types of iFIX files, such as pictures and SCU
files. ASCII is the default compare type for
SCU files. For pictures and the user.fxg file,
ASCII is an option. The following table lists
the compare functionality available for each
iFIX file type in the PCM History window.

Be aware that VBA script, Dynamo, process

database, and user.fxg changes are included in
ASCII summary reports from iFIX.

TIP: If you only want to run a binary compare

on iFIX files such as SCU file, you can use the
Machine Edition Scheduler to run an iFIX
Compare event. For more information, refer to
the Scheduled Backups section.

The ASCII compare is a feature in the

integrated iFIX with Change Management
environment; it is currently not available in the
Change Management product.
Legend for following table:
Ext = Extension

File Type File iFIX Compare

Ext Folder Functionality

Application *.* APP\Cust Binary

Support omUserD
Files ir

Batch *.WKB, base path Binary

Execution *.UPC,
files (if *.UOP,
installed) *.BPC

Database *.PDB PDB Binary by

files default, ASCII
by option

Documents *.DOC, APP Binary

*.XLS
File Type File iFIX Compare
Ext Folder Functionality

Dynamos *.FDS PIC Binary by

default, ASCII
by option

FIX *.PLT, PIC Binary

Desktop *.SBL,
files *.HGP, HTR
*.KMX, (*.HGP
only)
*.ODF,
*.TGE,
*.ODT

FIX Recipes *.RCC, RCC Binary

*.RCM
RCM

Globals User.fx PIC Binary by

g default, ASCII
by option
File Type File iFIX Compare
Ext Folder Functionality

Help & *.CHM, ProficyD Not Available

Information *.HLP oc

Chart Group *.CSV HTR ASCII

Wizard files

Historical *.CFG, HTR Binary

Assignment *.DAT
files

I/O Drivers *.yyy, PDB Binary

(Binary I/O where
Driver yyy is
Configuratio the
n Files) driver
acrony
m,
*.OPF
File Type File iFIX Compare
Ext Folder Functionality

Picture *.FTB, PIC For *.FTB –

Support *.GRF ASCII.
files PIC\Tag
Status For *.GRF –
(*.grf)
Binary by
default, ASCII
by option.

Pictures *.GRF, PIC Binary by

*.CSV default, but can
also perform
ASCII compares

Toolbars *.TBC, LOCAL Binary

*.TBX

Reports *.RPT APP Binary

File Type File iFIX Compare
Ext Folder Functionality

Schedules *.EVS PDB Binary by

default, ASCII
by option

Security *.UTL, LOCAL Binary

files *.AUT,
*.DOV,
and the
SANA
MES.C
FG file

Startup Profiles. base path Binary

Profiles cfg

System *.INI, LOCAL ASCII

Configuratio *.SCU
n (SCU)
files
File Type File iFIX Compare
Ext Folder Functionality

Tag Group *.TGD PIC ASCII

files
Information for Proficy
Machine Edition Users
When using the Proficy Machine Edition
(Client or Server) application, be aware of the
following information when working with
iFIX:

• Projects in Change Management vs.

iFIX
• Labeling Differences
• Scheduled Backups
• Where to Find More Information in
the Machine Edition Help
Projects in Change Management vs.
iFIX

A project in iFIX is not the same as project in

Proficy Change Management. In Change
Management, iFIX is the actual project folder
name. Within the iFIX project in Change
Management are the integrated iFIX project
folders. Each integrated project folder
represents a project in the iFIX product, as
illustrated in the following example.
Every SCADA iFIX node that you want to
include on the Change Management Server
should have it's own integrated project folder
in the Change Management Server. The
Project Name that you enter in the iFIX User
Preferences's Change Management tab, should
map to an integrated project folder name on
the Change Management Server. These names
should always be the same.
TIP: If you create your Change Management
project from the iFIX User Preferences's Change
Management tab, you ensure that these project
names are always same. It is recommended that
you create your project from iFIX, rather than
from the Machine Edition application. For more
information, refer to the Add Files section.

Typically, each integrated iFIX project folder

in Change Management name represents an
iFIX node name. But, the node name does not
always have to be used. For instance, if you
use the default node name of FIX when you
create your iFIX node, you will not be able to
use that name for your project in Change
Management. "FIX" is a reserved name in
Change Management. In this case, if you try to
enter FIX in the iFIX User Preferences's
Change Management tab, an error message
appears and you would have to enter another
name.

Do not try to check in multiple iFIX projects

into the same integrated iFIX project folder on
the Change Management Server.
IMPORTANT: Be aware when working in
Machine Edition, that you should not delete iFIX
projects or files from the hard drive of the
Microsoft Visual Sourcesafe server computer
without using the Visual SourceSafe client.

For more information on configuring the

Change Management project name in iFIX,
refer to the Overview of iFIX Configuration
Steps section on this help file. For more
information on projects in Change
Management, refer to the "Integrated iFIX
Projects folder" topic in the Machine Edition
online help.

Labeling Differences

In Proficy Change Management, you currently

can only create labels at the file level.
However, if you are using the iFIX WorkSpace
with the integrated Change Management
features, you can label files at the project and
folder level.
Labeling files, folders, and projects helps you
identify a version of a file or files with a
specific string. For example, in the iFIX
WorkSpace, you could label a collection of
files in a folder or project with "Beta Release"
as the text string. Later, you can read down all
the files with the version labeled "Beta
Release" from the Change Management Server
in the PCM History window.

Be aware that once you run the Change

Management Server Trim utility, labels on
from iFIX projects, folders, security files, FIX
Desktop files, Historical Assignment files, and
user add-on files are removed. Labels on
individual iFIX files remain, however.

For more information on labeling and Change

Management, refer to the "Using Version
Labels" topic in the Proficy Machine Edition
online help.
Scheduled Backups

In Proficy Machine Edition, you run two types

of iFIX scheduled events:

• iFIX Compare – Checks if your local

iFIX project files are different from
the ones on the Change Management
Server. This option was available for
3.5 projects, although with iFIX 3.5
this event only compared the iFIX
backup (.fbk) file. With iFIX 4.0, this
event compares the entire iFIX project,
file by file, for differences.
• iFIX Compare and Backup – Checks
if your local iFIX project files are
different from the ones on the Change
Management Server. If the ones on
your local drive are newer, or do not
exist yet on the Change Management
Server, these files are checked in. This
option is available only for iFIX 4.0.
Both of these events use binary compares,
which means that the log file only lists the files
that changed. Details on what changes occur in
the files are not reported.

TIP:

• After the "iFIX Compare" or "iFIX

Compare and Backup" event runs the
binary compare, if you want more
information about the specific changes
in each file, you can run an ASCII
compare for some file types in iFIX.

• For example, if you want details of the

changes in your picture files, not
including VBA script changes, you can
use the PCM History window and select
the Text Compare check box (which
runs an ASCII compare) to generate a
summary report with changes. For
more information on this option, refer
to the Understanding the Proficy
Change Management History Window
section.
 • Additionally, some file compares that
you run in iFIX are ASCII compares,
which provide more information, by
default. Refer to the Summary of Binary
vs. ASCII Compare Functionality
section for a list the compare formats
available for each file type in the PCM
History window.

If you want to run the "iFIX Compare" and

"iFIX Compare and Backup" events, you must
have the Proficy Machine Edition Client and
Scheduler Components installed on your
SCADA Server (at a minimum). These install
programs are not found on the iFIX product
CD. You need to install them from the Proficy
Machine Edition CD.

After the scheduled event runs for "iFIX

Compare" and "iFIX Compare and Backup"
events, a log file is written to the following
folder:
 c:\fxData\API\<machine
name>\<logged in
user>\iFIX\logs\<project
name>\default.htm

The steps that follow describe how to add an

"iFIX Compare" or "iFIX Compare and
Backup" event in Proficy Machine Edition. For
more detailed information, refer to the
"Scheduler Event Properties" topic in the
Proficy Machine Edition online help.

To add an iFIX Compare Event:

1. Start Proficy Machine Edition.

2. In the Navigator, right-click Scheduler
Event List and select Check Out
Access Control.
3. Right-click Scheduler Event List, and
click Add.
4. Enter a name, and press Enter.
NOTE: Names can include numbers (0-
9), lowercase letters (a-z), uppercase
 letters (A-Z), or the dash (-) symbol,
and can be up to 31 characters long.
The first character must be a letter.
Spaces are not allowed.

5. Double-click the event you added in

step 4 to open the Event Properties
dialog box.
6. In the Event Type field, select iFIX
Compare.
7. In the Computer Name field, enter the
name of the iFIX SCADA computer.
NOTE: Machine Edition supports
computer names that include numbers
(0-9), lowercase letters (a-z), uppercase
letters (A-Z), or the dash (-) symbol. If
you leave this field blank or enter a
period "." in this field, the event
executes on all computers the schedule
is run on.

8. In the Project Type field, enter a

description.
9. In the Event Trigger field, select Once,
Hourly, Daily, Weekly, Monthly, or
Manually.
TIP: Try not start an event exactly on
the hour. This is because the
Scheduler's AutoRefresh setting
overrides any events that take place at
the same time. Event execution is
suspended while the refresh process
takes place. For example, if an event is
set to be triggered at 7 a.m. and
AutoRefresh is set to 7, the event will
not occur. The event is also ignored if
the refresh process takes one-and-a-half
minutes and the event is set to be
triggered at 7:01.

10. If Manually is not selected, enter a day

and time to start the event.
11. Click OK.
12. In the Navigator, right-click Scheduler
Event List and select Check In Access
Control.
 To add an iFIX Compare and Backup
Event:

1. Start Proficy Machine Edition.

2. In the Navigator, right-click Scheduler
Event List and select Check Out
Access Control.
3. Right-click Scheduler Event List, and
click Add.
4. Enter a name, and press Enter.
NOTE: Names can include numbers (0-
9), lowercase letters (a-z), uppercase
letters (A-Z), or the dash (-) symbol,
and can be up to 31 characters long.
The first character must be a letter.
Spaces are not allowed.

5. Double-click the event you added in

step 4 to open the Event Properties
dialog box.
6. In the Event Type field, select iFIX
Compare and Backup.
7. In the Computer Name field, enter the
name of the iFIX SCADA computer.
NOTE: Machine Edition supports
computer names that include numbers
(0-9), lowercase letters (a-z), uppercase
letters (A-Z), or the dash (-) symbol. If
you leave this field blank or enter a
period "." in this field, the event
executes on all computers the schedule
is run on.

8. In the Project Type field, enter a

description.
9. In the Event Trigger field, select Once,
Hourly, Daily, Weekly, Monthly, or
Manually.
 TIP: Try not start an event exactly on
the hour. This is because the
Scheduler's AutoRefresh setting
overrides any events that take place at
the same time. Event execution is
suspended while the refresh process
takes place. For example, if an event is
set to be triggered at 7 a.m. and
AutoRefresh is set to 7, the event will
not occur. The event is also ignored if
the refresh process takes one-and-a-half
minutes and the event is set to be
triggered at 7:01.

10. If Manually is not selected, enter a day

and time to start the event.
11. Click OK.
12. In the Navigator, right-click Scheduler
Event List and select Check In Access
Control.
Where to Find More Information in
the Machine Edition Help

If you want more information on how to work

with iFIX in Change Management, refer the
following table. This table lists the topics in
the Proficy Machine Edition help that you may
find helpful when configuring iFIX with the
integrated Change Management option.

Task or Topic Read this Search the

Topic... Online
Index
for...

Creating Users "User user

Properties"

"Working
with Users"
Task or Topic Read this Search the
Topic... Online
Index
for...

Configuring "Working permissions

User Privileges with
Permissions"

Integrated iFIX "Working iFIX

Projects with
Integrated
iFIX
Projects"

Understanding "Groups: An groups

Groups Overview"
Task or Topic Read this Search the
Topic... Online
Index
for...

Configuring "Scheduler event

Scheduler Event properties
Events Properties"
Scheduler
"Scheduler
Events"

"Working
with the
Event List"

Running the "Running the Scheduler

Scheduler Scheduler"

Troubleshooting "Groups, Groups,

user creation Users, and Users, and
Permissions: Permissions:
FAQ" FAQ
 Task or Topic Read this Search the
Topic... Online
Index
for...

Using Labels "Using labeling

Version
Labels"

Quick Start: Configuring

iFIX with Integrated
Change Management
Support
The following steps provide a quick example
of how to get set up iFIX so that you can use it
with the integrated Change Management
features. There are also steps on the Change
Management Server that you need to perform.
The configuration steps for iFIX and Change
Management include:

• Step 1: Adding a User in iFIX

• Step 2: Enable Security in iFIX
• Step 3: Set iFIX User Preferences
• Step 4: Add a User and Configure
Privileges in Machine Edition
• Step 5: Configure User Privileges in
Machine Edition
• Step 6: Add a Schedule in Machine
Edition
• Step 7: Restart the iFIX WorkSpace

In these steps, we add a user named PAUL.

His password is ge, in all lowercase letters.
The user exists on both the iFIX SCADA and
on the Change Management Server. iFIX
Security is enabled on the SCADA node, and
PAUL has access to all iFIX features,
including the Change Management feature.
Additionally, PAUL is also an administrator on
the Change Management Server. The
Administrator group includes privileges for all
of the following features used in iFIX: Check
In, Check Out, Get, Label, Override Checkout,
Change Password, and Edit Project List.

As an Administrator, PAUL can also run

schedules. We will schedule an iFIX Backup
and Restore event to occur daily, at 11:30 pm,
starting next Monday.

When Paul logs in to the Change Management

Server when he starts iFIX. No Logon dialog
box displays. No iFIX electronic signatures are
required to check in files.

These steps assume that you already installed

Proficy iFIX, Machine Edition, Change
Management, and the Scheduler. You must
know the name of your Change Management
Server and the name of your iFIX SCADA
node to proceed.
Step 1: Adding a User in iFIX

In the following steps, we add an iFIX

SCADA user named PAUL with privileges to
all iFIX features, including the Change
Management feature, as illustrated in the
following figure.

Security Configuration: Application Features for

User
To add a user in iFIX with Change
Management capability:

1. Start the Security Configuration

application.
2. On the Security toolbox, click the User
Account button. The User Accounts
dialog box appears.
3. Click Add. The User Profile dialog
box appears.
4. Leave the Use the Windows Security
check box cleared.
5. In the Full Name field, enter PAUL for
the new user account.
6. In the Login name field, enter PAUL.
7. In the Password field, enter ge.
8. Under Application Features, click
Modify. The Application Feature
Selection dialog box appears.
9. Click the Add All button. All
Application Features listed in the
Available list box are added to the
Authorized list box. This step ensures
that the user is an administrator on the
SCADA node and has privileges for
the Change Management feature.
10. Click OK to save your changes.
11. Click OK.
12. On the File menu, click Save.
Step 2: Enable Security in iFIX

In order to configure User Preferences in the

iFIX WorkSpace, you must enable security, as
illustrated in the following figure. Without
security enabled, you cannot edit the Change
Management tab on the User Preferences.

Security Configuration: User Based Security Enabled

 To enable iFIX security:

1. Open the Security Configuration

application, if it is not already open.
iFIX must be running.
2. Click the Configuration button on the
Security toolbox. The Configuration
dialog box appears.
3. Select Enabled to enable security.
4. On the File menu, click Save.

Step 3: Set iFIX User Preferences

In the following steps, in the iFIX User

Preferences dialog box on the Change
Management Server tab, we select the Enable
Change Management Server Connection check
box to enable the feature. We also specify the
Change Management Server name, configure
automatic logon when the WorkSpace starts
up, and create a project named after the iFIX
node name.

iFIX User Preferences

 To enable Change Management User
Preferences:

1. Shut down iFIX if it is running.

2. Start iFIX, and the Proficy iFIX
WorkSpace.
3. In Classic view, on the WorkSpace
menu, click User Preferences.
-Or-
In Ribbon view, on the Home tab, in
the Workspace group, click Settings
and then click User Preferences.
3. Click the Change Management tab.
4. Select the Enable Change
Management Server Connection check
box.
5. In the Change Management Server
field, enter the name of your server.
For instance, if your server was named
MyServer, enter MyServer in this
field.
6. Select the Logon at WorkSpace
Startup check box.
7. Clear the Prompt for User Name and
Password check box, so that you can
automatically logon to the Change
Management Server when you start the
WorkSpace.
8. In the Change Management Project
Name field, enter the name of your
iFIX project. This can be any name,
but typically you want to use the name
of your iFIX node.
9. Optionally, if you want to require that
the user enter comments when
checking in or checking out files,
select the Require comments to check
in and check out files check box.
10. In the Electronic Signature Options
area, select None for the Type.
11. Click OK.
12. Do not restart iFIX yet. Wait until you
configure your users in Machine
 Edition.

Step 4: Add a User and Configure

Privileges in Machine Edition

In the following steps, we add a user for

Change Management Server, as illustrated in
the following figure. The user name is PAUL
and the password is ge, which is the identical
to the iFIX SCADA user name and password
created in the previous set of steps.
To add a user for iFIX projects:

1. Start Proficy Machine Edition.

2. In the Navigator, right-click Access
Control and select Check Out Access
Control.
3. In the Access Control folder, right-
click the User folder and select New
User.
4. Enter PAUL and press Enter.
5. Right-click the user you just created in
step 4, and select Change Password.
The Change Password dialog box
appears.
6. For the password, enter ge. This
password should be in the same case
as the iFIX password.
7. Click OK.
8. In the Navigator, right-click Access
Control and select Check In Access
Control.
Step 5: Configure User Privileges in
Machine Edition

In the following steps, we add privileges from

the Administrator group to the user that we
created, as shown in the following figure. As
an Administrator, PAUL will have access to
perform the following functions in iFIX:
Check In, Check Out, Get, Label, Override
Checkout, Change Password, and Edit Project
List. This is because the Administrator group
includes all of these privileges.
 To configure user privileges:

1. In the Navigator, right-click Access

Control and select Check Out Access
Control.
2. Double-click the User folder to view
all users.
3. Right-click the user named PAUL, and
select Add to Group, and then
Administrators.
4. In the Navigator, right-click Access
Control and select Check In Access
Control.

Step 6: Add a Schedule in Machine

Edition

In these steps, we lead you through the process

of scheduling an iFIX Compare and Backup
event, as shown in the following figure. The
event will run daily at 11:30 pm, and will start
running this Monday.
When an FIX Compare and Backup event
runs, Machine Edition checks if your local
iFIX project files are different from the ones
on the Change Management Server. If the ones
on your local drive are newer, these files are
checked in. This option is available only for
iFIX 4.0.
If you want to run either of the "iFIX
Compare" or the "iFIX Compare and Backup"
event, you must have the Proficy Machine
Edition Client and Scheduler Components
installed on your SCADA Server. These install
programs are not found on the iFIX product
DVD. You need to install them from the
Proficy Machine Edition CD.

To add an iFIX Compare and Backup

Event:

1. Start Proficy Machine Edition.

2. In the Navigator, right-click Scheduler
Event List and select Check Out
Access Control.
3. Right-click Scheduler Event List, and
click Add.
4. Enter a name, and press Enter.
NOTE: Names can include numbers (0-
9), lowercase letters (a-z), uppercase
letters (A-Z), or the dash (-) symbol,
and can be up to 31 characters long.
The first character must be a letter.
Spaces are not allowed.

5. Double-click the event you added in

step 4 to open the Event Properties
dialog box.
6. In the Event Type field, select iFIX
Compare and Backup.
7. In the Computer Name field, enter the
name of the iFIX SCADA computer.
NOTE: Machine Edition supports
computer names that include numbers
(0-9), lowercase letters (a-z), uppercase
letters (A-Z), or the dash (-) symbol. If
you leave this field blank or enter a
period "." in this field, the event
executes on all computers the schedule
is run on.
 8. In the Project Type field, enter a
description.
9. In the Event Trigger field, select
Daily.
10. Configure the event to run daily at
11:30 pm, starting this Monday.
11. Click OK.
12. In the Navigator, right-click Scheduler
Event List and select Check In Access
Control.

Step 7: Restart the iFIX WorkSpace

After you finish configuring iFIX and Change

Management, you can test your configuration.
To do this, restart the iFIX. When iFIX starts,
logon the user named PAUL. Start the iFIX
WorkSpace. The Change Management Server
should automatically log you in.
You are now ready to use Change
Management features from within the iFIX
WorkSpace. For tips on how to get started,
refer to the Quick Tour: Using Proficy Change
Management Features in iFIX section.

Quick Tour: Using Proficy

Change Management
Features in iFIX
The following sections describe how to get
started with Change Management features in
iFIX, after you configure the iFIX WorkSpace
and Proficy Change Management Server.
It provides information on the following
functions:

• Logging In
• Viewing the Connection to the Change
Management Server
• Using Change Management Features
in iFIX
• Adding Files
• Checking Out Files
• Checking In Files
• Understanding Electronic Signatures
• Using the Change Management
History Window
Logging In

To log in to the Change Management Server

from iFIX, you do so at startup, or by simply
right-clicking the node name, pointing to
Manage, and selecting Logon. If the Logon
dialog is configured to display, it appears as
shown in the following figure.

Change Management Logon Dialog Box from the

iFIX WorkSpace
For more information on how to configure
logon options, refer to the Overview of iFIX
Configuration Steps and Automatic Logon to
the Change Management Server sections.

Viewing the Connection to the

Change Management Server

If you are not logged into the Change

Management Server, the iFIX WorkSpace
displays: PCM Not Connected. The status area
displays in red, as shown in the following
figure.

Change Management Server Not Connected

After you successfully log into the Change
Management Server, the iFIX WorkSpace
displays: Connected PCM Server ServerName.
ServerName is the actual Proficy Change
Management Server's name. The status area
changes to green, as shown in the following
figure.

Change Management Server Connected

Once the status area changes to green, you can

begin using Change Management features in
the iFIX WorkSpace.
Using Change Management Features
in iFIX

In Classic view, to access Change

Management features in the iFIX WorkSpace
environment, you use the right-click menu on
the WorkSpace system tree, as illustrated in
the following figure.

Using Change Management Functions in the iFIX

WorkSpace
In Ribbon view, you may access Change
Management features in the same way as in
Classic view or you may access project level
file operations via the ribbon on the
Administration tab, in the Proficy Change
Management group.

In both Classic and Ribbon views, you must be

logged into the Proficy Change Management
Server in order to view the Change
Management commands.

For more information on how to use the

Change Management right-click menu
command in the iFIX WorkSpace, refer to the
Using Change Management from the iFIX
WorkSpace section.
Adding Files

To add a file or files to the Change

Management Server, in the iFIX WorkSpace
tree right-click the file, folder, or project you
want to add, then select Manage and then Add
(or "Add All Files in Project" for a project).
The Add Files dialog box appears, as shown in
the following figure. Click OK to add your file
or files.
You can enter a comment, as well as choose
whether you want to keep the local copy
checked out and/or writable. The Keep Local
Copy check box is unavailable for projects; by
default, this check box is selected for projects.

NOTE: Files from a remote location cannot be

added to your Change Management project,
unless you map a drive to that location.
Additionally, security files that point to a remote
security path or non-local iFIX path cannot be
added to the Change Management Server. Make
sure that the primary and backup security paths
in the Security application's Configuration
dialog point to the iFIX Local folder. For
instance, if you install iFIX to the default folder,
the paths should both be: C:\Program
Files\Proficy\Proficy iFIX\LOCAL.
Checking Out Files

The Check Out option from the Manage menu

allows you to lock a file, folder, or project
from the Change Management Server. Another
logged in user cannot modify that item or
items until you check the specified item or
item back in.

Optionally, if the file or folder on your local

computer is newer than the one in the Change
Management Server, you can leave the local
copy of the file or folder and still lock the files
on the Change Management Server with the
Check In – so that no one else can edit them.

To check out a file or folder from the Change

Management Server, in the iFIX WorkSpace
system tree, right-click the file, folder, or
project that you want to check out, and on the
Manage menu, select Check Out. The
following figure displays an example of the
Check Out dialog box.
To copy files when checking out, clear the
Don't overwrite local file(s) with managed
copy check box in the Check Out dialog.

Optionally, in the Comment text box, enter a

comment. The comment can be no longer than
255 characters. The comments you enter are
recorded on the Change Management Server.
If comments are required, the OK button in
this dialog box does not become available until
you enter a comment. Comments are required
when you enable it in the iFIX User
Preferences dialog box, on the Change
Management tab, by selecting the Require
Comments to Check In and Check Out Files
check box.

Checking In Files

The Check In option from the Manage menu

allows you to copy a file, folder, or project
from your local SCADA to the Change
Management Server. After you perform Check
In command, that file, folder, or project is
available so that another user can work on that
file, folder, or project.

To check in a file or folder to the Change

Management Server, in the iFIX WorkSpace
system tree, right-click the file, folder, or
project that you want to copy to the Change
Management Server, and on the Manage menu,
and select Check In.

The following figure displays an example of

the Check In dialog box.

IMPORTANT: You must perform a Check Out

(copy a writable version of the file, project, or
folder from the Change Management Server to
your computer), before you can perform a Check
In (copy your version of the file, project, or
folder from your computer back to the Change
Management Server).

Optionally, in the Comment text box, enter a

comment. The comment can be no longer than
255 characters. The comments you enter are
recorded on the Change Management Server.
If comments are required, the OK button in
this dialog box does not become available until
you enter a comment. Comments are required
when you enable it in the iFIX User
Preferences dialog box, on the Change
Management tab, by selecting the Require
Comments to Check In and Check Out Files
check box.

Optionally, you can also select the Keep Local

Copy check box, if you want to keep a writable
version of the project files on your local
computer (by default, this check box is
selected). Otherwise, clear the Keep Local
Copy check box to remove the local files after
you add them to the Change Management
Server.
Understanding Electronic Signatures

When checking out and checking in files to the

Change Management Server, you can
optionally specify that the user provide one or
more iFIX electronic signatures before a file is
overwritten on the Change Management
Server.

When you check out or check in a file, the

Electronic Signature dialog box appears first.
If only a Perform signature is required, the
following Electronic Signature dialog box
appears:
 Electronic Signature Dialog Box – Perform

If Perform and Verify signatures are required,

the following Electronic Signature dialog box
appears instead:

Electronic Signature Dialog Box – Perform and

Verify
These Electronic Signature dialog boxes are
the same ones used by the iFIX product in
other areas, and work the same way.

After the Electronic Signature dialog box

appears, and the signatures have been
accepted, the Check In/Out dialog box appears.

For more information on using iFIX electronic

signatures and Change Management, refer to
the iFIX Electronic Signatures and Change
Management and Comment Tables, Electronic
Signatures, and Change Management sections.
Using the Change Management
History Window

The Proficy Change Management (PCM)

History window allows you to view the
revision history of a file, folder, or project.
You can also compare different versions of the
same file or folder in the Change Management
Server, or even compare versions on the Server
with the ones stored on your local computer.

You open the PCM History window by right-

clicking a file, folder or project in the iFIX
WorkSpace system tree, pointing to Manage,
and then clicking History Report. The
following figure is an example of the window
that appears.
 PCM History Window

For more information on using the PCM

History window, refer to the History Report
and Understanding the Proficy Change
Management History Window sections.
 Index

Index
A automatic logon to
the Change
add files to the Management
Change Server .............. 77
Management
Server ........... 112 B

adding............... 199 backups,

scheduled ...... 175
user in iFIX... 190
C
user in ME .... 199
Change
adding a schedule202 Management ... 13

ME ................ 202 configuration

overview ...... 93
Application
Support Files introduction ..... 14
folder .............. 53
limitations in
 Index
iFIX ............. 18 configuration
steps ................ 68
logging in........ 28
Change
projects ......... 170 Management
Server .......... 93
right-click
menu ........... 98 iFIX ................. 68

using in iFIX. 212 configuring ....... 201

viewing the privileges in

connection . 210 ME............. 201

check in ............ 121 connection,

Change
check out .......... 116 Management
Server ............ 210
check out status 124
create ................ 107
check out, undo 128
project ........... 107
comment tables,
Change
Management ... 87
 Index
D F

Database folder .. 54 features ............... 16

destroy .............. 130 iFIX with

Change
differences, Management 16
labeling ......... 173
files ..................... 51
Documents folder54
managed in
Dynamo Sets Change
folder .............. 54 Management 51

E FIX Desktop
folder............... 55
electronic
signatures........ 81 FIX Recipes
folder............... 56
Change
Management G
use ............... 81
get latest............ 133
enabling security194
get other project 139
 Index
Globals folder..... 57 Management 14

H L

Help & label .................. 142

Information
folder .............. 57 labeling
differences .... 173
Historical
Configuration limitations ........... 18
folder .............. 58
iFIX with
history report .... 145 Change
Management 18
I
logging in.......... 209
I/O Drivers folder58
Change
iFIX User Management
Preferences ... 195 Server ........ 209

introduction ........ 14 logging off .......... 32

iFIX with Change

Change Management
 Index
Server .......... 32 P

M PCM History
window ......... 147
Machine Edition
help ............... 184 Picture Support
Files folder ...... 59
multiple users,
tips for working Pictures folder .... 60
with ............... 107
privileges, ME .. 201
O
Proficy Change
overview............. 68 Management
(PCM) History
Change window ......... 147
Management
Server Project Toolbar
configuration93 Files folder ...... 61

iFIX projects ............. 170

configuration68
Change
Management
vs. iFIX ..... 170
 Index
Q Machine
Edition .......... 175
quick start ......... 187
schedules .......... 202
iFIX with
Change ME ................ 202
Management187
Schedules folder . 63
quick tour ......... 207
security ............. 194
iFIX with
Change Security folder .... 63
Management207
setting up ............ 25
R
iFIX and
Reports folder..... 62 Change
Management
restarting iFIX .. 206 Server .......... 25

S Startup Profile
folder............... 65
scheduled
backups, status indicators in
Proficy the system tree 49
 Index
summary ............. 33 T

iFIX files Tag Group folder 66

managed in
Change tips .................... 107
Management 51
working with
items managed multiple users107
in the system
tree .............. 33 U

System understanding ... 221

Configuration
folder .............. 65 undo check out . 128

system tree ......... 49 user ................... 199

items managed 33 iFIX ............... 190

status indicators49 ME ................ 199

system tree icons 49 User Preferences,

Change
Management . 195
 Index
users ................. 169 Change
Management 14
multiple
developers . 107 V

Proficy viewing ............. 210

Machine
Edition ...... 169 Change
Management
using ................... 14 Server
connection . 210
iFIX with