Course: GENESIS64 Extended (5-day)

Description:
This course will provide an understanding of the standard HMI\SCADA development and maintenance of
a GENESIS64 HMI\SCADA system. The Instructor(s) will guide students through the familiarization with
the configuration environments as well as provide key insights on how to use the various tools in real
project applications. This will include the core topics for SCADA systems such as graphical UI design,
alarm generation and logging, data logging, and application security. It will also include several vitally
useful helper modules and components designed to expedite system deployments.

Objective:
Become Familiar with GENESIS64 features and maintenance
• GraphWorX64 graphical user interface development and runtime
o Visualizing and manipulating data
o Viewing and acknowledging alarms
o Viewing Trends
• Utilizing Assets for data acquisition, project navigation and commands
• Global Aliasing to reduce development
• Data Logging and Storage
• Alarms and Notifications
• Security
• Techniques to design efficiently and in a future-proof manner

Prerequisites:
Working knowledge of basic HMI\SCADA development including data logging as well as a familiarity with
PLC and I\O data acquisition.

ICONICS Institute (suggested): https://iconics.com/Resources/ICONICS-Institute

These 3-5 min guided videos are designated to help understand and build the relevant skills across the
full spectrum of ICONICS software from basic to advanced topics. In the syllabus, most of the sections
have corresponding tutorial videos available. It is recommended to watch them before attending the
training class.
Syllabus

Day 1 Unit-Section Topic

9:00 am Lecture Introduction Key ICONICS SCADA Applications

• Applications and Overview of the ICONICS
Architecture
Lecture • Architecture
9:20 am Lecture Core Concepts Understanding the Installation
• Installation Options
Lecture • Configuration Configuration Environment
Orientation
10:00 am Lecture Project Management Add new project; Configure
• Configure Databases databases
10:20 am 10 min break
10:30 am Lecture Data Connectivity Overview on connecting to data
• Basics with data sources such as OPC UA,
BACnet, SNMP, Modbus, and more.
Lecture • OPC UA
11:20 am Lab Data Connectivity- OPC UA Creating an OPC UA Data
Connection
12:00pm Lunch
1:00 pm Lecture Data Connectivity
• Modbus
1:40 pm Lab Data Connectivity-Modbus Configuring Connections to Data
2:20 pm 10 min break
2:30 pm Lecture Data Connectivity
• Databases
• GridWorX Viewer
3:40 pm 10 min break
3:50 pm Lab Data Connectivity-Databases Setting up Database Access

4:30 pm Lecture Dashboard Visualization Using the GraphWorX64

• Basics visualization tool to easily create
dashboards.
5:20 pm Adjourn

** Note: This is a preliminary schedule and lecture durations may vary.

 Day 2 Unit-Section Topic

9:00 am Previous days review with Q & A

9:10 am Lab Dashboard Visualization – Basics Building your First Display
9:50 am Lecture Dashboard Visualization How to build and work with the
• Symbols symbols at scale.
10:20 am 10 min break
10:30 am Lab Dashboard Visualization - Symbols Creating Symbols with Standard
User Actions
11:00 am Lecture Asset Organization Organize your Plants, Buildings,
• Basics and Processes into an asset-based
• Defining Assets hierarchy with AssetWorX.
11:30 am Lab Asset Organization – Defining Creating an Asset Hierarchy
Assets
12:00 pm Lunch
1:00 pm Lecture Asset Organization Using Asset Template to achieve
• Asset Templates easier and more consistent asset
deployment
2:00 pm Lab Asset Organization – Asset Using Asset Templates
Template
2:40 pm 10 min break
2:50 pm Lecture Asset Organization
• Commanding
3:20 pm Lab Asset Organization – Commanding Adding Commanding into Assets
3:50 pm 10 min break
4:00 pm Lecture Dashboard Visualization Tools available to create
• Navigation professional dashboards and user
interfaces
4:40 pm Lab Dashboard Visualization – Incorporating Asset Navigators
Navigation into Dashboards
5:30 pm Adjourn

** Note: This is a preliminary schedule and lecture durations may vary.

 Day 3 Unit-Section Topic

9:00 am Previous days review with Q & A

9:10 am Lecture Data Historian Data Collection and Logging
• Basics
9:50 am Lab Data Historian - Basics Configuring Data Collection and
Retrieval
10:20 am 10 min break
10:30 am Lecture Dashboard Visualization Viewing Logged Data within
• Trend Viewer Dashboards
11:20 am Lab Dashboard Visualization - Trend Customizing the Trend Viewer to Fit
Viewer Project Needs
12:00 pm Lunch
1:00 pm Lecture Dashboard Visualization Understanding Global Aliasing and its
• Aliasing usage when genericize graphics and
dashboards
2:10 pm Lab Dashboard Visualization - Aliasing Leveraging Aliasing in Display Reuse
2:50 pm 10 min break
3:00 pm Lecture Clients Design and deploy for different types
• Basics of clients and technologies;
• Desktop Deployment understanding how to publish client
• Web Browser Deployment applications
• Mobile Deployment
3:20 pm Lecture Clients Using KPIWorX for Self-Service
• KPI Self-Service Dashboard Dashboards
3:50 pm 10 min break
4:00 pm Lab Clients - KPI Self-Service Dashboard Designing a Straightforward KPI
Dashboard
5:20 pm Adjourn

** Note: This is a preliminary schedule and lecture durations may vary.

 Day 4 Unit-Section Unit-Section

9:00 am Previous days review with Q & A

9:10 am Lecture Alarming and Notifications Configure alarms, log them, and
• Basics send alerts and notifications to
• Alarm Server users using AlarmWorX64.

10:20 am 10 min break

10:30 am Lab Alarming and Notifications – Alarm Creating Alarms to Monitor
Server Equipment
11:10 am Lecture Alarming and Notifications Alarm visualization is made possible
• Alarm Logging through a dedicated viewer control
• Alarm Visualization that is accessible on all platforms;
• Alerts and Notifications alarm logging creates a permanent
record of all historical alarm events
and changes of state.
12:00 pm Lunch
1:00pm Lab Alarming and Notifications – Viewing and Interacting with
Visualization Alarms
1:40 pm Lecture Helper Modules Configuring runtime access to the
• Schedules schedules that control your
processes
2:30 pm 10 min break
2:40 pm lab Helper Modules – Scheduling Create and Manage Schedules
3:20 pm Lecture Reporting Create powerful reports with
• Basics ReportWorX64.
4:00 pm 10 min break
4:10 pm Lab Reporting-Basics Accessing Data with ReportWorX
5:20 pm Adjourn

** Note: This is a preliminary schedule and lecture durations may vary.

 Day 5 Unit-Section Topic

9:00 am Previous days review with Q & A

9:10 am Lecture Security Security in an ICONICS System
• Basics
Lecture • Security Server
Lecture Dashboard Visualization Aspects to competently securing a
• Security dashboard
10:20 am 10 min break
10:30 am Lab Security – Security Server Creating a Simple Security
Configuration
11:20 am Lecture Helper Modules
• Helper Controls
12:00 pm Lunch
1:00 pm Lecture Dashboard Visualization There are a collection of tools and
• Helper Controls controls available within the
• Geospatial GraphWorX design environment,
• Advanced Controls each with specialized features for
their respective application.
2:10 pm 10 min break
2:20 pm Lecture Project Management Efficiently manage, back up, and
• Project Backups deploy projects.
3:00 pm Final Review with Q & A.
3:30 pm Adjourn

** Note: This is a preliminary schedule and lecture durations may vary.