Project Management and Workspace
Project Management and Workspace
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Contents
3 Workspace ................................................................................................................................................... 6
3.1 Create new workspace ....................................................................................................................................6
3.2 Save workspace .................................................................................................................................................7
3.3 Edit existing workspace ..................................................................................................................................8
3.4 Backup and restore of workspaces ............................................................................................................8
4 Project ........................................................................................................................................................... 8
4.1 Create new project ...........................................................................................................................................8
4.2 Save project ..................................................................................................................................................... 10
4.3 Insert project into workspace .................................................................................................................... 11
4.4 Edit existing project ...................................................................................................................................... 12
4.5 Replace project links ..................................................................................................................................... 15
4.6 Save and reload project .............................................................................................................................. 17
4.7 Remove project from workspace ............................................................................................................. 17
4.8 Delete project .................................................................................................................................................. 17
6 Global project.............................................................................................................................................21
8 Configuration ............................................................................................................................................ 23
8.1 Standard ............................................................................................................................................................ 24
8.1.1 Printer ........................................................................................................................................................................ 24
8.1.2 General folder ......................................................................................................................................................... 28
8.2 Project manager ............................................................................................................................................. 29
8.2.1 Project info .............................................................................................................................................................. 30
8.2.2 Project-related folder .......................................................................................................................................... 31
8.2.3 Graphics quality ..................................................................................................................................................... 32
8.2.4 Files that can be changed in Runtime .......................................................................................................... 35
Welcome to COPA-DATA help
GENERAL HELP
If you cannot find any information you require in this help chapter or can think of anything that you
would like added, please send an email to [email protected].
PROJECT SUPPORT
You can receive support for any real project you may have from our customer service team, which
you can contact via email at [email protected].
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Workspace
3 Workspace
Workspaces are stored in a file with the file suffix .wsp6. Double-clicking on this file starts the 32-bit
version of the zenon Editor.
Within one workspace, several projects can be created and managed. All data which are defined and
stored for a workspace are a component of the internal database of zenon.
The managing of several projects in one workspace recommends itself if the same plant parameters
are present (screens etc.) and copying of the data makes the configuration significantly easier or if
several projects in one plant are connected via a network. Several projects can be processed at the
same time.
Alternatively, another workspace can be generated in another folder for the creation of projects.
Example
/CUSTOMER1/PROJECT (one or more projects in the database)
The structure of the database is defined by schema files. They are the basis for the completely new
creation of a project database. An additional database file in MS-ACCES format (MDB) exists for the
Recipegroup Manager.
Attention
No preconfigured data are present!
Context menu of entry workspace in the project tree / entry Workspace / New
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Workspace
Parameters Description
Name Choose a name for your new workspace. The default name
<Workspace> is invalid and must be replaced.
Allowed are: Numbers, letters and the special underscore character (_).
Storage location Select a folder for saving the new workspace. The user directory is
suggested as a default save location.
Context menu of the entry workspace in the project tree / entry Workspace / Save orSave as
If you choose the entry Save as you can choose the storage location yourself. In this case, an existing
workspace is saved under a new name.
Parameters Description
Name Choose any name you like for your workspace. The default name
<Workspace> is invalid and must be replaced.
Allowed are: Numbers, letters and the special underscore character (_).
Storage location Select a folder for saving the new workspace. The user folder is
suggested as a default save location.
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Project
Information
If a project with a lower version number than the Editor exists in the workspace,
you cannot select menu item "Workspace/save as ...". These projects must first
be converted to the Editor version before the workspace can be saved.
Context menu of the Workspace node in the project tree -> Command Workspace-> Open
4 Project
Once the Workspace is open, one or more projects can be edited or selected in the Project manager.
An existing project can be inserted into the current workspace.
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Project
Context menu of the entry workspace in the project tree / entry Project new
Parameter Description
Project type Choose between standard project and global project (on page 21).
Default:PROJEKT
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Project
Parameter Description
(_).
Runtime folder The default storage space for the Runtime folder is already preset.
The memory area can be changed here.
Note: Below the Runtime folder the data folder for the Runtime
files is automatically created. The folder can be individually changed
via the General/Data folder property. Pay attention that the folder
can always be reached. Otherwise the Runtime data cannot be
written anymore.
Options
Multi-user project Active: Several users can work on the same project at the same time
(for details see distributed engineering).
If you want to use an already existing name, you will receive an according message.
Information
With this functionality e.g. it is possible to create a copy of the existing project,
which the can be edited independently.
For this Project A is copied with Save as from the context menu and then can
be edited. Then it is saved and Project B (again context menu - Save as).
Depending on how much the two projects differ, this can save mor time than
exportint/importing project parts.
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Project
To obtain detailed information on the individual projects, in particular in respect of type, open the
project nodes in the selection window. You receive information on:
Information Description
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Project
Information Description
Editor version Version of the Editor with which the project was created or
last edited.
Runtime Files Opens the context menu entries for the context menu
Runtime Files.
- Create changed data Creates changed Runtime files for the active project
- Create all Creates all Runtime files for the active project
- Import Files that can be edited in the Runtime are read back to the
Editor path
-Standard recipes
- Recipes of the Recipegroup Manager
- User administration
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Project
Parameter Description
- Schedules and profiles
- In the Runtime changeable Opens the Project Settings dialog and enables settings for
data... creating, transferring and decompiling Runtime data to be
changed.
Project as start project Sets the Runtime Startproject for the current computer
Start Runtime Runtime is started with the project defined as start project.
Project active Set active project for the toolbars of the Editor and the cross
reference list.
All other projects, not marked as "Keep project in memory",
are deactivated
Keep project in memory The project stays in the memory, even if another project is
activated
Project Opens the context menu entries for the context menu
Project.
- Save project as ... Saves the project under a new name in a new directory.
- Replace project preferences Opens the Settings dialog for replacing project references
for copied projects.
- Remove from workspace Removes the project from the current workspace, but does
not delete it physically.
Remote Transport Opens the context menu entries for the context menu
Remote Transport. The Project Remote Transport submenu
offers the following functions:
- Transport changed Runtime Transports only changed runtime files to target computer.
files
- Transport all Runtime files Transports all runtime files to target computer.
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Project
Parameter Description
- Read back all engineered Files which can be edited in the Runtime (e.g. recipes, user
Runtime folders administration etc.) are read back to the Editor files
- Get error file The error file is requested from the target computer.
- Remote password change The password for the remote access to the project computer
is changed.
Multi-user Opens the context menu entries for the context menu
multi-user.
- Activate offline mode Switches a multi-user project into offline mode. The project
type is retained. In order to transfer changes to the
multi-user project, the project must be switched back to
online mode.
- Activate online mode Switches a multi-platform project back into online mode.
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Project
Parameter Description
PASSWORD PROTECTION
Each project can be protected with a password. To do this:
Create the required users in the user administration
In User Administration in project properties, in the Function authorizations property, set
the Load project entry to an authorization level greater than 0
Assign this authorization level to all authorized users
This enables the project to only be opened by existing users with the defined authorization level.
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Project
Option Description
Cancel allocation:
highlight desired allocation in the
replacement list
click on button with arrow to the right
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Integration project
Option Description
The project is not deleted after that. See chapter Delete project (on page 17).
5 Integration project
zenon offers the possibility of a multi-hierarchical project structure. In such a case an integration
project with several sub projects is realized.
As a central station the integration project contains overview screens, where process values of
subprojects can be displayed.
Example
With the recipes in the integration project set values can be administered
centrally in order to control the single projects in the best way.
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Integration project
With project overlapping archives in the integration project data from the
subprojects can be collected at a central location.
You can find more information on Replacing project links in the chapter Replacing project links (on
page 15).
Attention
Naming templates: Avoid using the same name for templates in integration and
subprojects. Because:
If a template with the same name is already opened, this is then used
when the new screen is called up - regardless of which project it belongs
to.
If there is still not a template open with a suitable name, the name of the
screen's project is used.
FILE FOLDERS
Subproject which are located at the same folder node as the integration project during creation,
always use the same structure as the integration project. Every sub project is entered into the
project.ini with relative path to the integration project. If the Runtime path for the integration project
is changed, the paths for the subprojects also change. This guarantees that the Runtime can find the
needed paths.
Note: You can find more information about this topic in the Network manual in the chapter titled
The integration project.
The links from an integration project to a sub-project can also be replaced with links to another
sub-project without having to create a copy of the integration project.
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Integration project
by that of the copied sub-project. With this solution the sub-project can be adopted and immediately
will run with the new integration project.
Operating authorizations means that the user can actively intervene in the process, in order to write
set values, for example. Even if the integration project itself is not a network project, but it contains
network projects, you have the possibility to permit operation of the project consistently on just one
station each.
For details see the Operating authorization in the network chapter in the Historian manual.
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Integration project
Activate the Visible externally property for the variable and update its value using
zenon Logic.
Variable value:
>0: No operating authorization available
Runtime reacts as in a network project similarly to as if the operating authorization were
not present.
0: Authorization available
Runtime reacts as in a network project similarly to as if the operating authorization were
present.
Attention
Difference to Operating authorization in the network:
If an operating lock has been activated via the internal variable, the attempt to
write a process value is ignored. In doing so, there is no corresponding
notification given to the user.
Not all variables are blocked during the operating block. The variables that are on the computer
locally remain operable. The following is applicable for Intern Driver variables:
Internal variables with the local setting for the Calculation property always remain operable,
both in projects with a network and in projects without a network.
Internal variables with the network setting that come from a project without a network are
also always operable. This is because the setting for the Calculation property without a
network has no effect here.
In a network project, the internal values can only be operated with the Calculation network - like the
process variables - depending on the operating authorizations. In detail:
The variable for the Operation lock blocks the operating elements of its own project. No
entry is possible. If operation is carried out using screen elements of a different project, the
Operation lock prevents the final setting of the value.
The Operating authorization in the network function blocks the variables. You can find
further information in the Network manual in the Operating authorizations in Runtime
chapter.
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Global project
Example: The integration project is not blocked, the sub-project is blocked. If the variable of the
sub-project has been linked to a screen element of the integration project, the user can open the
dialog in the integration project, but the edited value is then not applied.
6 Global project
A global project is a project that is not connected to a process.
Information
For each workspace you can only create and use one global project.
The global project has a number of modules which are available for all projects in the workspace. If
objects exist in the global and in the local project, the objects in the local project take priority.
Module Description
Frames Frames, that do not exist in local projects are taken over by the
Global project. The identification is the name.
Font Lists Font lists which do not exist locally are take over from the global
project. The identification is the name. Pay attention to the
consequences of same names in the global and local project.
Color Palettes All palettes of a project must always contain the same amount of
colors; the number of colors can therefore differ between a
global project and a local project.
Symbol Library Symbols are available for all projects of the workspace.
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Definition of the project filter
Module Description
Note: Direct copying from the symbol library into the symbol
library in the project or copying from the project or global
project into the general symbol library is not possible.
Language file Language files are managed in language tables and combined
with the file names and key words. Keywords which do not exist
in local projects are taken over from the global project.
User Administration Users are merged by the identification. Users which do not exist
in local projects are taken over from the global project.
Files Files which do not exist in local projects are taken over from the
global project.
Equipment Modeling Depicts all levels of a company according to ISA S88 and S95. Is
created in the global project and used in the local project.
Information
It is not possible to open the VBA Editor in a global project.
Attention
This filter is only available if several projects are available in an integration
project.
Exception: With the filter configuration for faceplates, the project filter is also
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Configuration
The selection from the integration project and all sub projects is carried out by means of multi-select,
by pressing and holding the Ctrl key and clicking the mouse on the desired projects.
8 Configuration
The configuration is carried out via:
Parameter Description
Control panel
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Configuration
8.1 Standard
After selecting the menu entry File/Standard configuration/Standard the following not project-specific
settings are available:
Parameters Description
8.1.1 Printer
Different printers can be configured for the print-out.
ASSIGN PRINTER
Printers can be assigned for the following tasks:
Parameters Description
for online printing Online printer for Alarm Message List or Chronological Event List in
AML or CEL the Runtime. Selection if AML or CEL in the project properties in the
group AML and CEL or over the files ALAR.FRM or BTB.FRM.
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Configuration
Parameters Description
for offline printing Offline printer for Alarm Message List or Chronological Event List by
AML or CEL clicking the button print in the respective screen. Format
configuration in the files ALARM_G.FRM or BTB_G.FRM.
Values and protocols Printer for reports and if the function print the current value (output
for output of the current values and tables) was selected.
To select a printer:
1. Click in the drop-down list.
All printers installed on the computer are displayed.
Configure printer
PRINTER
Parameter Description
Name: Selection of the printer from the drop-down list. The list contains all
printers configured in the operating system.
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Configuration
Parameter Description
PAPER
Parameter Description
ALIGNMENT
Parameter Description
Cancel Discards configuration and closes the dialog. This also cancels the
printout in the Runtime.
Information
For different printer interfaces the same printers can be used with different
parameters.
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Configuration
Note: In order for offline printing to work under Windows CE, the manufacturer of the device must
provide it in the Windows CE image. There must also be the possibility to define the default printer,
for example using applications such as Pocketword or Notepad CE.
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Configuration
Parameter Description
Default:\Graphics
Exported files Path for exported archives, reports, Chronological Event List, Alarm
Message List.
Default:\Export
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Configuration
Parameter Description
Default:\Allocation
Read-back folder Folder for reading back the archive backup files.
for archives
When loading archive data from the readback folder, the archive
data from the Runtime path and from all subfolders of the readback
folder is also read.
Default:\ArxReadBack
Default:\ONLINE_HELP
Process Recorder Folder in which the evacuated files of the Process Recorder module
are saved.
Default:\ProcessRecorder
Information
In order for the path for the Runtime folder to be able to be amended for a
multi-user project in subordinate projects, the changes must be enabled in the
subordinate project.
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Configuration
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Configuration
Parameter Description
Default:\Graphics
Exported files Path for exported archives, reports, Chronological Event List, Alarm
Message List.
Default:\Export
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Configuration
Parameter Description
Default:\Allocation
Read-back folder Folder for reading back the archive backup files.
for archives
When loading archive data from the readback folder, the archive
data from the Runtime path and from all subfolders of the readback
folder is also read.
Default:\ArxReadBack
Default:\ONLINE_HELP
Process Recorder Folder in which the evacuated files of the Process Recorder module
are saved.
Default:\ProcessRecorder
Attention
DirectX is not available under Windows CE.
DirectX cannot be used for OCX.
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Configuration
DIRECTX
DirectX allows a higher quality of graphics than Windows Basic.
DirectX Hardware or DirectX In the project settings you must select DirectX Hardware or DirectX
Software must be activated. Software for property Graphical design.
The operating system must DirectX hardware and DirectX software only works on operating
support DirectX 11.1. systems that support DirectX11.1.
The screen or element must Only supported elements or screens can be displayed with DirectX.
support DirectX.
For DirectX Hardware the You can find details on the minimum requirements in the System
minimum requirements must requirements when using DirectX. If they are not met, it
be fulfilled. automatically switches to DirectX Software.
DIRECTX 11.1
The following is applicable with regard to the operating system when using DirectX 11.1:
Windows 8 or higher:
DirectX 11.1 is available natively.
Windows 7 SP1 and Server 2008 R2 SP1:
A Windows service pack must be installed.
Windows 7 and Server 2008 R2 without service pack and lower:
DirectX 11.1 cannot be used.
INSTALL SERVICE PACK FOR WINDOWS 7 SP1 AND SERVER 2008 R2 SP1
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Configuration
Note: This only concerns Windows 7 SP1 and Server 2008 R2 SP1. DirectX 11.1 is already present on
more recent versions. The update cannot be installed on older versions.
Note: Errors that make reinitialization of DirectX impossible are announced by means of an error
message.
DIAGNOSIS VIEWER
DirectX provides individual messages in the Diagnosis Viewer with:
an error message.
possible reasons for the error,
error codes.
The display take place in an own module DirectX. For errors, the error text is displayed in the Error
text field; for warnings and debug information, the corresponding messages are displayed in the
General text field:
For the successful call up of a screen at least one DEBUG success message is displayed.
Warning point out events which can influence the operation.
If an error occurs which cannot be fixed, an error message is displayed.
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Configuration
Information
If a message is not completely displayed in the table in the Diagnosis Viewer,
open the entry via double click to display the whole message.
A check to see whether DirectX is working can be carried out by activating the debug messages in the
Diagnosis Viewer. A corresponding message is shown if the check is successful.
Are DirectX-specific warnings or error messages displayed in the Diagnosis Viewer?
Is DirectX Hardware or DirectX Software set in the Graphics quality project property?
Are the minimum requirements for DirectX met? You can find details on the minimum
requirements in the System requirements when using DirectX.
Is DirectX supported by the screen or the element?
Does the display with Windows Basic work properly?
Does the display work with another driver?
Does the display work with a graphics card of another manufacturer?
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Configuration
User Administration User administration for login and rights administration in the
Runtime.
Attention
At the project conversion take care that Runtime changeable files are also
converted. For this Runtime files must be imported to the Editor and after the
Update copied back to the Runtime. For details see chapter Recommended
procedure for converting Runtime files in manual project conversion.
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Configuration
IN THE RUNTIME
Both possibilities consider the files defined in property Runtime changeable data.
Hint: Use the Network Topology view in Editor when transferring files. This way all of the required
Runtime files for all target systems are created collectively and only then transferred to the target
systems when selected by multiple selections.
To read files from the Runtime, there are two processes available:
1. Restore all Runtime files:
a) reads back all Runtime files in the folder which was defined in property Runtime folder
a) regardless of the settings of property Runtime changeable data
2. Import Runtime files:
a) imports the files defined in property Runtime changeable data and
b) replaces the engineering in the Editor by these Runtime files
c) is suitable for taking over data from a remote system in the Editor
CONNECTION ERROR
During the transfer existing data are overwritten in accordance with the settings.
If errors occur at the transfer from or to the Runtime or if the connection fails, the files must be
retransferred completely.
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