D800002X182

December 2016

Getting Started with Your DeltaV™ Software

© Emerson Process Management 1996 - 2016. All rights reserved. For Emerson Process Management trademarks and service marks,
go to Emerson Process Management Trademarks and Service Marks. All other marks are property of their respective owners. The
contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their
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 Contents

Contents
About this book ................................................................................................................v
Chapter 1 DeltaV system overview ...................................................................................................1
Important information ...............................................................................................................................1
What you need to get started .................................................................................................................... 1
DeltaV system hardware ............................................................................................................................ 3
DeltaV system concepts .............................................................................................................................4
DeltaV system terminology ........................................................................................................................4
Opening DeltaV software applications ....................................................................................................... 6
DeltaV software applications ..................................................................................................................... 8
DeltaV help .............................................................................................................................................. 13
Chapter 2 The tutorials ...................................................................................................................15
Overview of the tutorials ..........................................................................................................................15
Control modules used in the tutorials ...................................................................................................... 16
Example tank process used in the tutorials ...............................................................................................16
Sequential function chart used in the tutorials ......................................................................................... 17
Operator pictures used in the tutorials ..................................................................................................... 17
Chapter 3 Learning about DeltaV Explorer ......................................................................................19
DeltaV Explorer overview ......................................................................................................................... 19
Open DeltaV Explorer ...............................................................................................................................19
Documentation conventions for navigating in DeltaV Explorer ................................................................ 21
Navigate in DeltaV Explorer ......................................................................................................................21
Exploring function block templates in the DeltaV library .............................................................. 22
Exploring module templates in the DeltaV library .........................................................................23
DeltaV system time ..................................................................................................................................24
Define the Master Time Server node .............................................................................................25
Chapter 4 Creating and downloading the control strategy ............................................................. 27
Creating the control strategy - overview .................................................................................................. 27
The Control Studio interface .........................................................................................................28
Plant areas overview ................................................................................................................................ 30
Add a plant area ........................................................................................................................... 31
Copying module templates from the library .............................................................................................31
Copy and rename a module ..........................................................................................................32
Create a control module from a library template ......................................................................................32
Modify the control module template ............................................................................................34
Finishing steps for creating control modules ............................................................................................ 37
Identify the primary control picture associated with the control module ...................................... 38
Assign the module to a controller node ........................................................................................ 40
Save the module .......................................................................................................................... 40
Verify the module configuration ...................................................................................................41
Creating a new module from scratch - overview .......................................................................................43
Create a new module from scratch ............................................................................................... 43
Add and modify an analog input function block ............................................................................44
Add a module-level parameter for the process output value .........................................................46
Add history collection to the PV parameter .................................................................................. 46

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Connect the OUT parameter to the PV parameter ........................................................................ 48

Assign and save the control module ............................................................................................. 48
Creating a PID control loop - overview ......................................................................................................49
Create a control module and assign it to a controller .................................................................... 49
Modify the control module ...........................................................................................................49
Open and edit the module in Control Studio ................................................................................ 50
Alarms overview ...................................................................................................................................... 51
Modify an alarm ........................................................................................................................... 51
Finish the FIC-101 module ........................................................................................................................52
Modifying the motor module - overview .................................................................................................. 52
Open the TANK-101 module ........................................................................................................ 52
Remove excess blocks from a module template ........................................................................... 54
Specifying conditions with the Expression Assistant ..................................................................... 55
Finish configuring the MTR-101 module .......................................................................................59
Creating a Sequential Function Chart ....................................................................................................... 59
The sequence for the tank process ............................................................................................... 59
Create a named set ...................................................................................................................... 60
Creating the SFC module ..............................................................................................................62
Finish configuring the SFC module ............................................................................................... 70
Downloading modules-overview ..............................................................................................................70
Download the modules ................................................................................................................ 70
Chapter 5 Creating operator pictures in DeltaV Operate ................................................................. 73
Creating operator pictures in DeltaV Operate - overview ......................................................................... 73
Developing a picture hierarchy ................................................................................................................ 75
Navigating through the picture hierarchy ................................................................................................ 77
Switch between configure and run modes ............................................................................................... 77
Restrict operator access in run mode ....................................................................................................... 77
Open DeltaV Operate in configure mode ................................................................................................. 78
Open the main picture template .................................................................................................. 80
Toolbars and the Toolbox - overview ........................................................................................................81
Practice using the Toolbars dialog ................................................................................................ 81
Move and resize the toolbox .........................................................................................................82
Practice docking the toolbox ........................................................................................................ 82
Using color ...............................................................................................................................................83
Changing line and fill styles ...................................................................................................................... 83
Draw and color a rectangle with a crosshatch appearance ............................................................84
Links, dynamic properties, and parameter references .............................................................................. 84
Creating datalinks .................................................................................................................................... 86
Create a datalink for the tank level ............................................................................................... 87
Create a datalink for the loop setpoint ..........................................................................................91
Create a datalink for the loop process value ..................................................................................92
Create a datalink for the loop output ............................................................................................92
Create a datalink for the block valve ............................................................................................. 92
Create a datalink for the motor setpoint .......................................................................................93
View the picture in run mode ................................................................................................................... 95
Dynamos overview .................................................................................................................................. 95
Create a pump using a dynamo .................................................................................................... 96
Create a tank using a dynamo ...................................................................................................... 98
Finishing the process picture ....................................................................................................................99
Add the remaining dynamos to the process picture ....................................................................100

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Trend links and trend charts ...................................................................................................................100

Add a 3-pen chart .......................................................................................................................101
Setting previous and next pictures ......................................................................................................... 103
Set TANK101 as the next picture for the Overview picture ..........................................................104
Link the TANK101 picture with the Overview ..............................................................................104
Starting the SFC ..................................................................................................................................... 105
Create a push button to start the SFC ......................................................................................... 105
Chapter 6 Using DeltaV Operate in run mode ................................................................................107
DeltaV Operate in run mode - overview ................................................................................................. 107
Open DeltaV Operate in run mode ......................................................................................................... 107
Learn about the picture layout ............................................................................................................... 108
Open the main history list .......................................................................................................... 109
The standard buttons in the main window ............................................................................................. 110
Faceplates and detail displays ................................................................................................................ 111
Open a faceplate and a detail display ..........................................................................................111
Enter data in user-changeable fields .......................................................................................................114
Acknowledging alarms ...........................................................................................................................114
Practice using DeltaV Operate in run mode ............................................................................................115
Chapter 7 Collecting and displaying data ......................................................................................117
Data collection and display - overview ....................................................................................................117
Collecting history data ........................................................................................................................... 117
Continuous Historian and Alarms and Events subsystems overview ....................................................... 118
Assign TANK-101 to the Continuous Historian subsystem ......................................................................118
Enable history collection in the workstation ........................................................................................... 119
Enable history collection from the Alarms and Events subsystem ............................................... 121
Download the workstation .....................................................................................................................123
Viewing history data .............................................................................................................................. 124
Open the Process History View application .................................................................................124
Chapter 8 Configuring the hardware, loading and assigning licenses, and setting up user
accounts ...................................................................................................................... 129
Configuring the hardware ...................................................................................................................... 129
Configuring DeltaV workstations ........................................................................................................... 130
Open the DeltaV Workstation Configuration application ............................................................131
DeltaV software license types ................................................................................................................ 132
Loading and assigning licenses ...............................................................................................................134
Load licenses .............................................................................................................................. 134
Assign licenses to nodes ............................................................................................................. 136
View license details .................................................................................................................... 138
Download the ProfessionalPLUS workstation ............................................................................. 139
Configuring other workstations ............................................................................................................. 140
Add other workstations to the system in DeltaV Explorer ........................................................... 141
Create a workstation configuration file .......................................................................................143
Configure other workstations .....................................................................................................144
Configuring the controller node .............................................................................................................145
Create a controller placeholder .................................................................................................. 145
View controller properties ..........................................................................................................146
Locate and configure a connected controller ..............................................................................147
Configuring I/O channels ....................................................................................................................... 149
Add an I/O card or placeholder ................................................................................................... 150

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Configure the first channel on the first I/O card .......................................................................... 151
Configure the remaining cards and channels ..............................................................................154
Downloading the controller configuration ............................................................................................. 154
Download the controller configuration ...................................................................................... 155
Setting up the first user account ............................................................................................................ 155
Open the DeltaV User Manager .................................................................................................. 156
Add a new user ...........................................................................................................................157
The Groups and Keys tabs .......................................................................................................... 159
Chapter 9 Download the workstation setup data ..........................................................................161

Index ................................................................................................................................................163

iv
 About this book

Preface

About this book

Welcome to the Emerson Process Management DeltaV™ distributed control system. The
DeltaV system offers powerful, easy-to-use software for designing and operating a process
control application. The system uses many standard Windows features to provide a
familiar user interface.

This book is intended for users of a new system, not one that is already controlling a
process. We recommend that you do not perform any tutorial procedures that involve
installation of configuration information into an operational system without fully
considering the impact of these changes.

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About this book

vi
 DeltaV system overview

1 DeltaV system overview

Topics covered in this chapter:
• Important information
• What you need to get started
• DeltaV system hardware
• DeltaV system concepts
• DeltaV system terminology
• Opening DeltaV software applications
• DeltaV software applications
• DeltaV help

Important information
The first user must log into Windows using an administrator account. The computer
comes with either Administrator (on server class computers) or Emerson (on workstation
class computers) as the default administrator account. The procedure for the first user’s
logon differs between workgroups and domains. Refer to the topic on setting up the first
user account for information.

It is assumed that the Windows operating system and the DeltaV software are installed on
your computer and that you are using a new DeltaV system. The Emerson-recommended
Windows installation and the DeltaV installation procedure set up your computer to
operate properly with DeltaV software. Do not make any registry changes to your
operating system, as these may result in unpredictable behavior. It is also assumed that
you are a control engineer getting ready to configure a DeltaV application. You are familiar
with control theory and are somewhat familiar with the implementation of control
systems.

Related information

Setting up the first user account

What you need to get started

If you are the first user of a new DeltaV system, the minimum you need to get started
using the DeltaV system is a ProfessionalPLUS workstation with preinstalled DeltaV
software.

When you turn on your workstation for the first time, you will see a screen telling you that
you need to configure your workstation.

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DeltaV system overview

Before using the DeltaV system, you must perform the following startup steps:

1. Configure the workstation.

2. Load and assign licenses.
3. Download the workstation setup data.

Refer to the related information for more information about the steps listed above. After
completing the startup steps, you can go through the other tutorials in this book to get
acquainted with the system.

Related information

Configuring the hardware

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 DeltaV system overview

DeltaV system hardware

The DeltaV hardware installation and reference manuals, available in DeltaV™ Books Online,
describe the DeltaV system hardware and provide instructions for installing and powering
up the system.

The system hardware consists of the following:

• One or more DeltaV workstations

• A control network (optionally redundant) for communication between system
nodes
• Power supplies
• One or more DeltaV controllers (optionally redundant) that perform local control
and manage data and communications between the I/O subsystem and the control
network
• At least one I/O subsystem per controller that processes information from field
devices
• System Identifier

The System Identifier, shipped in the License Pack, is a connector that plugs into a
Universal Serial Bus (USB) port of the ProfessionalPLUS workstation. It gives each DeltaV
system a unique identification that allows you to download changes to the system. Install

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DeltaV system overview

the System Identifier on the ProfessionalPLUS workstation before you power up your
system. Online, running DeltaV systems require a User System Identifier. Development
System Identifiers are used to engineer and configure DeltaV systems before the systems
go online. Multi-Node Simulate System Identifiers are used for training and simulation with
DeltaV systems. Development System Identifiers and Multi-Node Simulate System
Identifiers cannot be used with online, running systems. For information about converting
a system based on a Development or Multi-Node System Identifier to one based on a User
System Identifier, contact the Global Support Center or your local sales representative or
sales office.

DeltaV system concepts

The DeltaV system helps users create process control systems that are easy to set up, easy
to operate, consistent, and secure. To accomplish these goals, the DeltaV system uses the
following:

• Plug-and-play technology for hardware configuration

• A library of reusable control modules to simplify the initial configuration effort
• Integrated, context-sensitive help and online documentation
• Hardware and software approaches to ensure system security and integrity

DeltaV system terminology

Control strategies in the DeltaV system are configured in modules. A module, which is the
smallest logical control entity in the system, contains algorithms, conditions, alarms,
displays, historical information, and other characteristics that define the process
equipment. Algorithms are the logical steps that define how a module behaves. The
DeltaV system provides control, equipment, and unit modules.

Generally, a control module contains one uniquely tagged control entity, such as a control
loop or motor, with its associated logic. Defining a module around a single field device and
its related control logic makes it easy to create, download, operate, debug, and take a
single module out of service without affecting other modules.

Equipment modules coordinate the operation of control modules and other equipment
modules that work together to control related equipment. The algorithm for the
containing equipment module manages the operation of the contained modules.

Unit modules can be used in non-batch applications to group control modules and
equipment modules for alarm management purposes. For example, alarms for a specific
unit, such as a boiler, can be combined. All control and equipment modules associated
with the unit will be contained within the unit module.

Function blocks are building blocks for creating the continuous and discrete algorithms
that perform the control or monitoring for the process. The DeltaV Library contains
function block templates for analog control (bias/gain, lead/lag, PID, etc.), Logical, I/O
(analog and discrete input/output), and other basic functions. Each function block

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 DeltaV system overview

contains parameters that can be modified to customize the algorithm. Algorithms range
from simple input conversions to complex control strategies. Function blocks can be
combined into composite function blocks to build complex algorithms.

In addition to Function Block algorithms, the DeltaV system supports Sequential Function
Charts (SFCs) as well as Command-driven and State-driven algorithms for control tasks
requiring sequencing strategies.

Parameters are the user-defined data used within a module's algorithm to perform its
calculations and logic. Parameters can be described by the type of information they
provide, such as input or output. Tables listing the parameters and their properties are
included in Books Online.

The DeltaV system includes a library of pre-engineered module templates with basic
characteristics. You can customize these library modules or create your own modules from
scratch. You can then add your customized modules to the library, making them available
for reuse in the development of your control strategy.

Modules that work closely together to perform a specific process control function are
typically grouped in an area. An area is a logical division of a plant. Areas typically
represent plant locations or main processing functions. The configuration engineer
determines how to logically divide the plant into areas.

Nodes are physical pieces of equipment on the control network, such as a controller or a
workstation. You control your process by downloading modules to the controller nodes.
The configuration tells the node how to act and what information to receive or save from
the process.

Device Tags represent the instruments, valves, and other field devices. A Device Signal
Tag consists of a specific signal from a device.

Alarms alert the operator that an event has occurred. (Alarms are assigned to modules.)
Typically, you want the operator to perform some action and respond to the alarm. Alarms
can be both visible and audible.

The database contains configuration information and lets you make off-line changes
without affecting the process. Online control algorithm monitoring and modification are
also available.

The following diagram shows an example of a DeltaV system hierarchical structure.

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DeltaV system overview

Opening DeltaV software applications

DeltaV system software includes a variety of applications to help you configure, operate,
document, and optimize your process. The primary applications are categorized as
Engineering Tools and Operator Tools. Additional tools are available for Advanced Control,
Installation, and Online Help.

There are several ways to start an application. One is to click Start (in the lower left corner of
your screen), point to DeltaV, point to the category, and click the name of the application.
For instance, to start DeltaV Explorer, the Start menu selection would look like the
following:

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 DeltaV system overview

In this book, the instruction for starting DeltaV Explorer is expressed as "Click Start > DeltaV >
Engineering > DeltaV Explorer."

Many applications allow quick access to other DeltaV applications through buttons on
their toolbars and through an Applications menu. The following example shows the
Applications menu and some of the toolbar buttons in DeltaV Explorer.

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DeltaV system overview

Related information

Configuring the hardware

Configuring DeltaV workstations

DeltaV software applications

The main engineering tools are Configuration Assistant, DeltaV Explorer, and Control
Studio. The operator tools are used for the day-to-day operation of the process control
system. The primary operator tools are DeltaV Operate Run, Process History View,
Diagnostics, and Batch Operator Interface. The DeltaV Login application is used to log in
and out of the DeltaV system and to change the DeltaV system password.

Table 1-1: DeltaV software applications

Engineering Tools
Application Description
Auto-Up- Use Auto-Update Service to set which files are automatically transferred
date Serv- from the ProfessionalPLUS workstation to all other workstations after any
ice node is downloaded.
Configura- If you are a first-time user, Configuration Assistant is a great tool to learn
tion Assis- the basics of the DeltaV system. Once you become familiar with the con-
tant figuration methodology, you will most likely use the DeltaV Explorer.

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 DeltaV system overview

Table 1-1: DeltaV software applications (continued)

Continuous Continuous Historian Administration provides tools to manage DeltaV
Historian Continuous Historian historical data. This application must be run on the
Adminis- same workstation as the DeltaV Continuous Historian.
tration
Control Use Control Studio to design and modify the individual modules and tem-
Studio plates that make up your control strategy. With this application you can
graphically build a control module by dragging items from a palette to
the module diagram. You then "wire the items together" to create an al-
gorithm for the module.
Database The Database Administrator tools let users with the necessary adminis-
Adminis- trator privileges perform database maintenance tasks such as creating,
trator deleting, copying, and backing up databases.
DeltaV Ex- DeltaV Explorer, similar in appearance to Windows Explorer, enables you
plorer to define system components (such as areas, nodes, modules, and
alarms) and view the overall structure and layout of your system.
DeltaV Op- DeltaV Operate functions in two modes. In configure mode, you use it to
erate Con- build real-time process graphics. In run mode, control system operators
figure use these graphics in the daily monitoring and maintenance of the proc-
ess.
In configure mode, you can incorporate scanned plant images, text,
graphics, animation, and sound into the process graphics. A predefined
desktop template simplifies the typical effort of designing operator dis-
plays. This application uses pull-down menus, toolbox buttons, drag-and-
drop features, and easy-to-use drawing tools. It also provides sets of dy-
namos (reusable graphics, many of which have animation capabilities) for
use in designing operator graphics.
FlexLock FlexLock provides dual desktops (the Windows desktop and the DeltaV
desktop) on a single workstation so that you can select a secure operat-
ing environment or a wide-open engineering environment. Access to a
desktop is determined by the current user's privileges.
Recipe Stu- Use Recipe Studio to create and modify recipes. A recipe is a set of infor-
dio mation that uniquely identifies the ingredients, the quantities of ingredi-
ents, and the production equipment required to manufacture a product.
A recipe can be as simple or as complex as you make it. DeltaV Recipe
Studio is modeled after Control Studio.
System System Alarm Management enables you to view and work with alarms
Alarm Man- within selected areas, units, modules, and Logic Solvers. It provides a way
agement to efficiently view multiple alarms, enable and disable multiple alarms,
and set limits and priorities on multiple alarms.
System System Preferences enables you to tailor the DeltaV engineering tools to
Preferen- hide any functions that you do not require. Enabling or disabling a func-
ces tion causes the DeltaV applications to reveal or conceal the applicable
menus and choices without adding or removing any application software.

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DeltaV system overview

Table 1-1: DeltaV software applications (continued)

User Man- User Manager enables you to specify access levels for groups and individ-
ager uals. You define the roles users can have (administrator, operator, engi-
neer, and so on) and the typical privileges and span of control required
for each role. Then, when you create individual user accounts, you specify
the role or roles a user will have.
To be able to create or edit control modules, a user needs to have config-
ure privileges. Similarly, to download configuration changes, a user needs
download privileges.
Advanced Control Applications
Application Description
DeltaV DeltaV Neural is a collection of tools you can use to implement neural
Neural networks in DeltaV environments. With DeltaV Neural you can create vir-
tual sensors to monitor and predict process parameters that are other-
wise expensive, difficult, or impossible to measure directly. Neural net-
works are sometimes referred to as intelligent or software sensors. Del-
taV Neural consists of:
• Neural Network (NN) function block
• Lab Entry (LE) function block
• Neural application
• NN and Lab Entry dynamos
• NN and Lab Entry faceplates
• NN and Lab Entry detail displays
DeltaV Pre- DeltaV Predict implements model predictive control for small and medi-
dict um-sized multivariable processes in DeltaV environments. DeltaV Predict
enables you to control interactive processes within measurable operating
constraints while automatically accounting for process interaction and
measurable disturbances. DeltaV Predict consists of:
• Model Predictive Control (MPC) function block
• MPC Simulation function block
• Dynamos
• MPC Operate application
DeltaV Pre- DeltaV PredictPro implements model predictive control of large multi-
dictPro variable processes in DeltaV environments. It enables you to define as
many as five control objectives for interactive processes within measura-
ble operating constraints while automatically accounting for process in-
teraction and measurable disturbances. With PredictPro you can easily
address a wide variety of multivariable processes as large as 40x80 that
can benefit from Model Predictive Control (MPC) technology. DeltaV Pre-
dictPro consists of:
• Model Predictive Control Professional (MPCPro) function block
• MPC SimulatePro application
• Dynamos
• MPC Operate Pro application

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 DeltaV system overview

Table 1-1: DeltaV software applications (continued)

DeltaV The DeltaV Simulate Suite consists of the following products:
Simulate • DeltaV Simulate Standalone
Suite • DeltaV Simulate Multi-Node
• DeltaV SimulatePro
DeltaV Simulate Standalone and Multi-Node enable you to install all Del-
taV software on standalone or networked PCs for off-line development
and operator training. Using DeltaV Simulate, you can configure all of the
features that the DeltaV system supports (for example, continuous con-
trol, batch control, advanced control and its associated workstation dis-
plays, alarms, and historical data collection) without DeltaV hardware.
DeltaV SimulatePro enables more memory and a user interface for coor-
dinating module execution, permitting interaction with any process sim-
ulation package that uses an OPC interface running on the PC.
Inspect Inspect with InSight provides advanced process monitoring that enables
with In- you to quickly identify underperforming loops and malfunctioning field
Sight devices. InSight performance monitoring takes full advantage of the
fieldbus block architecture supported in the DeltaV system. The InSight
user interface provides indices that quantify loop utilization; measure-
ments with a Bad, Uncertain or Limited status; limitations in control ac-
tion; process variability; and availability of recommended tuning.
Tune with Tune with InSight provides two basic approaches to loop tuning.
InSight On-demand Tuning-Uses an on-demand test of the process to automati-
cally provide tuning recommendations for PID and Fuzzy Logic Control
blocks. InSight tuning identifies process dynamics and applies tuning
rules to calculate the PID tuning (gain, reset, and rate) or FLC scaling fac-
tors. Users can accept the new values, calculate different tuning values,
or continue operating with the present tuning values.
Adaptive Tuning-Uses normal operator changes in setpoint or output to
identify the process and provide tuning recommendations. Adaptive tun-
ing is based on automatically learning the process by continuously evalu-
ating your plant performance, evaluating controller tuning, and calculat-
ing process models based on normal day-to-day operations. A high-quali-
ty model and the expected operation with the recommended tuning are
used as criteria for setting adaptive control.
Operator Tools
Application Description
Batch His- Batch History View retrieves batch-specific data from the Batch Historian
tory View database and enables you to view the data in several different formats. It
is also possible to add comments and have them saved as part of the
batch history in the Batch Historian database.
Batch Op- The Batch Operator Interface is the graphical interface that operators use
erator In- to monitor and control all automated batch operations. The Batch Opera-
terface tor Interface provides the operator many different views into the batch
production process. Operators can easily switch between views by click-
ing toolbar buttons.

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DeltaV system overview

Table 1-1: DeltaV software applications (continued)

DeltaV Log- DeltaV Login shows the current user and lets operators log on and off the
in DeltaV system and change their DeltaV system password.

DeltaV Op- DeltaV Operate functions in two modes. In configure mode, you use it to
erate Run build high-resolution, real-time process graphics. In run mode, control
system operators use these graphics in the daily monitoring and mainte-
nance of the process.
In run mode, operators interact with the process control system through
the DeltaV Operate application. High-resolution graphics allow extensive
detail and flexibility in the way information is displayed. A standard oper-
ating desktop designed specifically for DeltaV process control systems
provides an easy-to-use, highly reliable operator environment.
Alarm presentation and management focus the operator's attention on
the most important alarms. Toolbar buttons enable single-click access to
common operator functions.
Diagnostics The Diagnostics application provides information on the status and integ-
rity of system devices. You can view the diagnostics information any time
after you have placed the system devices on the control network and
downloaded your workstations.
MPC Oper- MPC Operate provides an overview of the MPC (Model Predictive Control)
ate block operation. It contains faceplates to view and manipulate parameter
values associated with the block's inputs and outputs and a trend chart to
view historical, current, and predicted values for Controlled and Con-
strained inputs.
MPC Oper- MPC Operate Pro is the operator's view of MPCPro control. Through MPC
ate Pro Operate Pro, you can make setpoint and mode changes associated with
the MPCPro and MPCPlus function blocks.
Process DeltaV Process History View displays real-time and historical data from an
History historical data server as well as from the Event Chronicle. Module and
View node parameters are plotted on a graph and events are displayed in a tab-
ular (grid) format.
You use the application to examine how your process functioned at any
point in time. You must download the setup data for the workstation that
has an enabled Event Chronicle and historian in order for the Process His-
tory View to view the historical data server and Event Chronicle data.
Alarm Mo- Alarm Mosaic is a timeline based display that provides operators with a
saic different way to monitor alarms so as to more easily identify problems in
the running process control system and take corrective actions. Alarms
are depicted as icons and presented both graphically and in list form.
They can be viewed in their current state (updating view) or by their acti-
vation history (Activation History view). The alarm actions supported in
both views are similar to those supported in the classic DeltaV Operate
Alarm List.
Installation Tools
Application Description

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 DeltaV system overview

Table 1-1: DeltaV software applications (continued)

DeltaV Controller and DeltaV Controller and I/O Upgrade Utility is used to update the firmware
I/O Upgrade Utility in the controller when new software is released by Emerson Automation
Solutions. It is also used to upgrade I/O modules, remote I/O nodes, Del-
taV SIS components, H1 fieldbus devices, and RS3 and PROVOX I/O inter-
faces.
DeltaV Operator Sys- DeltaV Operator System Configuration Utility is used to configure aspects
tem Configuration Util- of the Operator System, such as file paths for picture files and trend data.
ity
DeltaV Workstation DeltaV Workstation Configuration is used to set up the ProfessionalPLUS
Configuration workstation and other workstations. Workstation Configuration is descri-
bed in detail in Configuring the hardware, under
Configuring DeltaV workstations.
DeltaV Guardian Appli- DeltaV Guardian Application is used by Emerson SureService support to
cation enable and disable monitoring of the DeltaV system when the system is
enrolled in the Guardian Support Plan.
DeltaV System Regis- The utility guides you through the registration process.
tration Utility
Other Applications
Application Description
DeltaV OPC Server The DeltaV OPC Server works in the background and does not show up on
the Start menu. It makes data such as process data, alarms, diagnostics,
and engineering information easy to access and available for import into
desktop applications such as Microsoft Excel. The Real-Time Data Server
also supports comprehensive analysis tools such as historian packages,
manufacturing systems, and laboratory management systems.
DeltaV Excel Add-in The DeltaV system provides an interface to Microsoft Excel to allow ac-
cess to real-time data from your DeltaV process system. You can then use
Excel to generate reports, create charts, and perform further analysis on
the data.
DeltaV Reporter DeltaV Reporter provides functions and dialogs to aid in the creation of
detailed Excel worksheets containing historical data read from or interpo-
lated from the DeltaV Continuous Historian or Event Chronicle database.
OPC Mirror The OPC (OLE for Process Control) Mirror connects OPC servers on multi-
ple control systems and enables bidirectional data traffic from one sys-
tem to another. This linkage can be between DeltaV OPC servers, DeltaV
and PROVOX servers, or several other OPC server combinations.
Introducing DeltaV Introducing DeltaV lets you choose between the Configuration Assistant
for a guided tour of the DeltaV system or the DeltaV Explorer so you can
easily get started using the DeltaV software.

DeltaV help
The DeltaV system provides several forms of online assistance.

13
DeltaV system overview

Online help

Context-sensitive help is available in most applications by clicking the Help button.

Context-sensitive help gives you more information about what you see on your screen.

Books Online

DeltaV Books Online is a set of online reference books on installing, configuring, operating,
and troubleshooting your DeltaV system. This Getting Started book is also available online.
There are several ways to access Books Online:

Click the Books Online button on a DeltaV application toolbar.

• Select Books Online from the Help menu in a DeltaV application.
• Click Start > DeltaV > Help > Books Online

When Books Online opens, click the plus sign (+) next to the title in the Table of Contents.

DeltaV website

Current information is available on the DeltaV website.

Paper manuals

Most DeltaV product information is in Books Online. You can print single pages, chapters,
or whole books. You can also order a paper copy of most manuals from Emerson
Automation Solutions.

Technical service

There are several options available for technical service, including help desk support,
remote diagnosis, 24-hour emergency support, and software update service. The technical
support options are described in the Maintenance manual in Books Online.

14
 The tutorials

2 The tutorials
Topics covered in this chapter:
• Overview of the tutorials
• Control modules used in the tutorials
• Example tank process used in the tutorials
• Sequential function chart used in the tutorials
• Operator pictures used in the tutorials

Overview of the tutorials

The tutorials in this book will show you how to get a process system up and running
quickly. You will learn the basic concepts needed to configure workstation and controller
nodes, define I/O, develop a control strategy, and create operator pictures. You will also
see the process system from the operator's point of view.

Hardware configuration is typically a one-time operation, and the hardware in your system
may already be configured. Therefore, we have put this information near the end of the
book. If your workstation has not been configured, you may want to begin with that
section after reading this chapter.

Once your workstation has been configured, you can do almost all the tutorial exercises
without having actual controllers and I/O set up. However, to make the examples more
realistic and to be able to do some things (such as assigning control modules to a
controller), you need to have a controller configured.

The tutorials focus on developing the control strategy and operator pictures for a process
that involves monitoring the level in a tank and controlling the flow while discharging the
contents. The book contains six tutorials that:

• Show how to open DeltaV Explorer and use the navigation features.
• Step through the creation of four modules for controlling the tank process and a
sequential function chart that defines the process startup sequence.
• Introduce the basic tools of DeltaV Operate in configure mode and show how to
create a set of operator pictures complete with colorful graphics, faceplates, detail
displays, pushbuttons, and a trend chart.
• Show the operator pictures from the operator viewpoint and explain how to
navigate the pictures, change operating parameters, acknowledge alarms, and
perform other operator tasks.
• Show how to gather and display system and process data using DeltaV tools, such as
DeltaV Reporter and the DeltaV Excel Add-in.
• Step through the procedures for configuring workstations, controllers, and I/O.

15
The tutorials

Related information

Configuring the hardware

Control modules used in the tutorials

The first thing you will do is create four control modules for the process equipment and
flow loop. In the figure shown in the Example tank process used in the tutorials topic, the
labels in the ovals (LI-101, MTR-101, and so on) are the names you will give to the DeltaV
control modules. The labels LT-1, FT-1, XI-1, and so on, are the Device Tags that you will
use for the transmitters, valves, and other I/O instruments.

Output
Control Mod- Input De- Device
ule Description Purpose vice Tags Tags
LI-101 Level Indicator Monitor level of product LT-1
in tank
MTR-101 2-State Motor with in- Start and stop pump XI-1 ZX-1
terlocks
XV-101 Block Valve Open/close valve for tank LSC-1 XV-1
discharge
FIC-101 Flow Control Loop Regulate flow rate FT-1 FY-1

The Device Tags are assigned to I/O card channels as part of the I/O configuration process.

Related information

Configuring the hardware

Example tank process used in the tutorials

Example tank process used in the tutorials

The diagram below shows the main parts of a hypothetical process system that controls
the flow while discharging liquid from a tank. In the tutorial lessons that follow, you will
configure the control strategy for this process and automate a sequence for it.

16
 The tutorials

Sequential function chart used in the tutorials

After you create the control modules, you will create a module (SFC-START) that uses a
Sequential Function Chart algorithm to automate emptying of the tank. The steps in the
sequence are listed below.

1. Set the flow loop controlling the outlet flow valve (FIC-101) to automatic.
2. Specify a desired setpoint for the flow loop.
3. Wait for the regulatory valve to open, then open the block valve (XV-101).
4. Start the outpump motor (MTR-101).
5. Confirm the motor start.

Operator pictures used in the tutorials

You will also create a graphical representation of the tank system, similar to the one shown
below, for operators to use in monitoring and controlling the process.

17
The tutorials

18
 Learning about DeltaV Explorer

3 Learning about DeltaV Explorer

Topics covered in this chapter:
• DeltaV Explorer overview
• Open DeltaV Explorer
• Documentation conventions for navigating in DeltaV Explorer
• Navigate in DeltaV Explorer
• DeltaV system time

DeltaV Explorer overview

DeltaV Explorer enables you to define system characteristics and view the overall structure
and layout of the system hardware and configuration. In addition to viewing your
database, you can copy and move objects, modify the properties of objects, and add new
objects.

Some of the things you can do with DeltaV Explorer are:

• Add workstations and controllers to the database

• Add plant areas and control modules to the database
• Add and edit alarm types and edit alarm priorities
• Create named sets that can be used by control modules
• Edit network, controller, and workstation properties
• Download control modules to controllers
• Load and assign licenses
• Export data for use in an external editing tool such as a spreadsheet or database
• Import data from an external editing tool such as a spreadsheet or database

DeltaV Explorer also provides a fast way to add control modules to your database. When
creating your control strategy, you can simply drag control modules from the template
library into a plant area. While you are still in DeltaV Explorer, you can edit the module
parameters to tailor them to your application. (For more extensive editing, you can use
Control Studio.)

Open DeltaV Explorer

Click Start > DeltaV > Engineering > DeltaV Explorer.

19
Learning about DeltaV Explorer

DeltaV Explorer opens.

Under the View menu, there are several options you may want to try. You can change from
small icons (the default) to large. You can also choose to have additional details displayed
in the right pane. As you work with DeltaV Explorer, you will determine which view option
is best for the work you are doing.

20
 Learning about DeltaV Explorer

Documentation conventions for navigating in

DeltaV Explorer
In future references to navigating in DeltaV Explorer, we will use the following convention
to indicate that you should open successive levels:

Library > Module Templates > Analog Control > PID_LOOP

This direction means: open the Library, open the Module Templates, open Analog Control, and
then click the module named PID_LOOP.

Navigate in DeltaV Explorer

The left pane of DeltaV Explorer shows the information in your configuration database. The
right pane lists the contents of the object selected in the left pane.

Here are a few tips about opening and closing levels in the DeltaV Explorer hierarchy.

To open or expand an object, do one of the following:

• Click the beside an object.

• Double-click the object's name.

21
Learning about DeltaV Explorer

• Select the object, and then press the RIGHT ARROW key on the keyboard.

To close or collapse the objects under an object, do one of the following:

• Click the beside an object.

• Double-click the object's name.
• Select the object, and press the LEFT ARROW key on the keyboard.

Exploring function block templates in the DeltaV library

Function block templates each contain a single function block.

• Open DeltaV Explorer if it is not already open.

• Expand Library > Function Block Templates.

The items listed are the categories of function block templates available.

•
Click the Details button or select View > Details

This lets you see at a glance the object name, the type of object, a description, and other
information.

• Select Analog Control.

22
 Learning about DeltaV Explorer

The items listed in the right pane are the basic function blocks used in analog control,
including bias/gain, deadtime, filter, lead/lag, and so on.

Tip
You can change the width of columns in the right pane by clicking and holding the line between
columns in the column title bar and dragging the line right or left.

• Click the other Function Block Template categories to see their contents.
• Close Function Block Templates.

Exploring module templates in the DeltaV library

Module templates provide basic control strategies for common control tasks such as
analog control, monitoring, motor control, and valve control.

• Expand Module Templates and Analog Control.

• Click Analog Control to see the details on the module templates in this category.
• Select PID_LOOP. The contents are listed in the right pane.
• Expand Motors-2State, then select MTR-11_ILOCK.

23
Learning about DeltaV Explorer

You will use this module template later to configure a pump for the tank process
example.
• Click beside Motors-2State to close the category.

DeltaV system time

DeltaV uses the Network Time Protocol (NTP) to synchronize system time for all
workstations and controllers on the DeltaV Control Network. Any physical DeltaV
workstation can be defined as the Master Time Server node using the Physical Network
Properties dialog in DeltaV Explorer.

DeltaV systems that require precise system time derive master time from a Global
Positioning System (GPS) network time server configured to a specific IP address on the
DeltaV Control Network.

If a GPS network time server is not in use, you can synchronize system time by running
deltav\bin\SystemTime.exe to open the DeltaV System Time dialog. By clicking the Apply
button in the DeltaV System Time dialog, time and date settings are applied to the Master
Time Server node, which broadcasts them to all workstations and controllers on the DeltaV
Control Network.

24
 Learning about DeltaV Explorer

CAUTION!
Do not attempt to change system time by using the Windows Date and Time utility, accessed
from the Control Panel or the Taskbar clock. The Windows Date and Time utility does not
synchronize system time on all workstations and controllers in the DeltaV Control Network.
Use the Windows Date and Time utility only to specify the local time zone and to enable the
Automatically adjust clock for Daylight Saving Time option.

Define the Master Time Server node

The Master Time Server node broadcasts the system time to all workstations and
controllers on the DeltaV Control Network. By default, the ProfessionalPLUS workstation is
the Master Time Server node. However, any physical DeltaV workstation on the DeltaV
Control Network can be defined as the Master Time Server node.

To define the Master Time Server node, complete the following steps:

1. Navigate to System Configuration > Physical Network.

2. Right-click Physical Network, and then select Properties.
3. Click the Browse button on the System Time tab in the Physical Network Properties
dialog, and then select a workstation on the DeltaV Control Network.

You can also define the Backup Time Server node on the System Time tab in the
Physical Network Properties dialog.

25
Learning about DeltaV Explorer

26
 Creating and downloading the control strategy

4 Creating and downloading the

control strategy
Topics covered in this chapter:
• Creating the control strategy - overview
• Plant areas overview
• Copying module templates from the library
• Create a control module from a library template
• Finishing steps for creating control modules
• Creating a new module from scratch - overview
• Creating a PID control loop - overview
• Alarms overview
• Finish the FIC-101 module
• Modifying the motor module - overview
• Creating a Sequential Function Chart
• Downloading modules-overview

Creating the control strategy - overview

In the following procedures, you will perform these steps to create the control strategy:

• Create and name a plant area to hold the control modules.

• Create the modules that specify the input, processing, output, alarms, and
conditions for the process equipment, control loops, and other parts of the process.
• Create a Sequential Function Chart (SFC) to automate the process.

Strictly speaking, you do not need to create an SFC. You can set up your process system in
such a way that an operator would activate specific equipment, change setpoints, and
perform other operations. However, in many cases, it is useful to define a Sequential
Function Chart to automate the process (or parts of the process, such as startup or
shutdown procedures) with minimal operator intervention.

When creating the control modules that make up your control strategy, sometimes you
will create a module from scratch (using the basic function blocks), but more often you will
start with one of the predefined module templates.

There are a number of ways to create the control modules.

• In DeltaV Explorer, you can copy a module template from the library by dragging
and dropping it onto your plant area and then renaming it.
• In Control Studio, you can start from a module template, modify the module, and
save it in your plant area under a new module name.

27
Creating and downloading the control strategy

• In Control Studio, you can start from scratch by dragging and dropping function
blocks and other items from palettes of predefined items, connecting the blocks,
and modifying block parameters.
• In Configuration Assistant, you can copy a module template from the library.

In the exercises in this chapter, you will learn how to use the first three methods.

Note
This manual assumes that you are working on a new system or one that is in the beginning stages of
configuration-not one that is controlling a process.

The Control Studio interface

Take a few minutes and read the next few pages to learn about the Control Studio
application before you open Control Studio and create a module. The Control Studio
window has different sections called views, which display the characteristics of a module.
Each view can be closed or resized individually so that you can optimize the size of the view
you are working in.

You can set the size of the overall window by dragging the sides or corners. Then, on the
View tab, in the Windows group, click Arrange to automatically reshape the views to a
predefined arrangement.

28
 Creating and downloading the control strategy

The figure above shows the default arrangement of the Control Studio views. The views
are:

• Diagram View - used to create a module's control algorithm graphically on a diagram

(includes a palette of items that can be placed on the diagram)
• Parameter View - used to define the module's characteristics, alarm limits, default
values, mode, and other parameters. You can filter the parameter list to quickly
access the parameters you need. Refer to the Control Studio online help for
information on filtering parameters.
• Hierarchy View - used to see a hierarchy of the elements that make up the module
• Alarm View - used to see the alarms that are defined, their limits, priorities, and other
information

The palette shows the items that can be dragged to the diagram. Several palettes are
available. You can change to a different palette by clicking the palette name.

Note
If the palette is not showing, point to the edge of the Diagram window, hold down the left mouse
button and drag the side of the window to resize it to show the palette column.

The palette can be moved from one side of the Diagram View to the other. To do this, point
anywhere in the palette, right-click, and then select Switch Sides from the menu.

The items in the palette can be displayed with either large or small icons. To change the
selection, point anywhere in the palette, right-click, and then select the desired icon size.

Note
If another user has changed the Diagram Preferences (on the Diagram tab in the Layout group), your
pictures may look different from the ones in this book. The default settings are shown below:

29
Creating and downloading the control strategy

Plant areas overview

Plant areas are logical, software-based divisions of your control system, which may or may
not correspond to physical areas in your plant. Plant areas contain the modules that make
up the control strategy. You can have as many as 100 plant areas. How you define your
plant areas affects your overall system security scheme because you can authorize access
to the system based, in part, on plant areas.

The DeltaV system provides a default system area called AREA_A. You cannot delete
AREA_A because it is essential for system operations and for performing certain DeltaV
functions. If you decide to create additional plant areas, you may want to put your control
modules in other areas and reserve AREA_A for only these system operations and
functions. You can rename AREA_A to a more meaningful name for your process.
The name must be 16 characters or less, and may contain only alphanumeric characters,
hyphens (-), and underscores (_). Hyphens or underscores are typically used to represent
spaces between words.

Notes
In order for system-wide events (such as logins, logouts, and downloads) to be recorded or other
operator activities (such as alarm area filtering) to function correctly, the following applies:

To ensure operator activities

Workstation type To record system-side events function correctly
ProfessionalPLUS AREA_A must be assigned to Assign AREA_A to the Alarms
the Alarms and Events subsys- and Events subsystem.
tem. OR
If AREA_A is not assigned to
Alarms and Events, then dese-
lect the Restrict on-line changes to
areas assigned to the Alarms and
Events subsystem in the worksta-
tion Properties dialog.
Operator stations AREA_A must be assigned to Assign AREA_A to the Alarms
the Alarms and Events subsys- and Events subsystem.
tem. OR
If AREA_A is not assigned to
Alarms and Events, then dese-
lect the Restrict on-line changes to
areas assigned to the Alarms and
Events subsystem in the worksta-
tion Properties dialog.
Remote Client sessions AREA_A must be assigned to AREA_A must be assigned to
the Alarms and Events subsys- the Alarms and Events subsys-
tem. tem.

30
 Creating and downloading the control strategy

In the next procedure we will create a plant area named TANK-101 to hold the tutorial
modules.

Add a plant area

A plant area named TANK-101 will hold the control modules used in the tutorials.

1. In DeltaV Explorer, select and right-click Control Strategies.

2. Select New Area from the context menu.

A new area, named AREA1, is added and appears in an edit box in the right pane.
3. Enter a new name (for our example, TANK-101) and press Enter.

Now you are ready to start creating the control modules.

Copying module templates from the library

The DeltaV library includes module templates that you can copy and customize. When you
copy a module template from the library, the module includes history collection. For each
module or node parameter field, the history collection strategy determines how values are
recorded and displayed, the sampling period, and so on. You do not have to set up history
collection for modules that you copy from the library.

Note
If you are copying a module from an area, you must hold down the CTRL key or the module will be
moved rather than copied to the new location. If you are copying a module from the library, it is not
necessary to hold down the CTRL key while dragging the module.

You can add additional history collection to the module if you wish. We will add history
collection to the module that we create from scratch. Later, we will use the Process History
View application to view the field value.

31
Creating and downloading the control strategy

Note
In naming the motor (MTR) templates, the following convention was used: the first digit after MTR is
the number of outputs; the second is the number of inputs. Thus, MTR-11_ILOCK is for a motor with
one output, one input, and interlocks.

Related information

Creating a new module from scratch - overview

Copy and rename a module

The tank process has a pump with a two-state (on or off) motor. The motor interlocks
under certain conditions. In this procedure, you will use DeltaV Explorer to copy a module
template from the Library to the TANK-101 area and rename it. Later, you will use Control
Studio to modify the module. (Modifying includes specifying the conditions for the
interlocks.)

1. In DeltaV Explorer, open Library > Module Templates > Motors-2State, and select
MTR-11_ILOCK.
2. Drag the MTR-11_ILOCK module onto the TANK-101 plant area.
3. Open TANK-101 and select MTR-11_ILOC_1. The name is highlighted.
4. Click the module name a second time (or right-click, and then select Rename from
the context menu).
5. Enter the new name for the module: MTR-101. You now have a control module in
your TANK-101 plant area.
6. Click the Minimize button in the upper right corner to minimize DeltaV Explorer.

Create a control module from a library

template
In a previous procedure, you created a control module using DeltaV Explorer to copy a
module template. In this procedure, you will create a control module using Control Studio
to open a module template for a block valve.

1. Open Control Studio.

2.

To choose a template from the library, click the Main button, and then click
New.

32
 Creating and downloading the control strategy

3. In the New dialog, select Start from Existing, and then click the Browse button.

The Browse dialog appears.

4. Click the Object Type field at the bottom of the dialog, and then select Module
Templates.

33
Creating and downloading the control strategy

5. In the large center box that lists the contents of Module Templates, double-click
Valves-Normally Closed.
6. From the contents of Valves-Normally Closed, select VLVNC-11. (This name is
automatically placed in the Object name field.)
7. Click OK in the Browse dialog.
8. Click OK in the New dialog.

Control Studio now displays an untitled copy of the VLVNC-11 module.

Modify the control module template

The module template is fairly simple, consisting of only one function block. To customize
the module for the tank application, all you need to do is identify the Device Signal Tags for
the input and output. (Device Tags are assigned to the I/O channels as part of the I/O card
configuration process.)

1. In the Diagram view, click the Device Control function block, DC1.

Four small black squares (called "handles") appear at the corners to indicate that this
block is the currently selected item on the diagram.
2. Select and right-click a parameter in the Parameter view, and then select Filter
Parameter List.

The Parameter Filtering dialog opens.

34
 Creating and downloading the control strategy

3. In the System group, select Common configuration to display the parameters most
commonly used for configuring process control, and select On-line to display the
parameters most commonly used for operating a process.

4. Deselect any other boxes that may be checked, and then click OK to close the dialog.
5. In the Parameter View, select IO_IN_1. You may have to scroll down the list to find it.
6. Double-click IO_IN_1to open the Properties dialog.
7. In the Device Tag field, enter LSC-1. (LSC-1 is the Device Tag used in our tank example
for Limit Switch-Closed.)

The Device Tags for the tank application are listed in the table in
Control modules used in the tutorials.

35
Creating and downloading the control strategy

The IO_IN_1 parameter is given a value of FIELD_VAL_D. (You can click the Parameter
field to see this value. It also appears in the Parameter view.) LSC-1, together with the
FIELD_VAL_D parameter define the Device Signal Tag (DST).

(If you have configured placeholders for the I/O cards, you can browse for the Device
Tags. Clicking the Browse button opens a dialog that lists all the configured I/O card
channels and their assigned Device Tags. You can scroll down the list, select the
appropriate Device Tag, and then click OK. Click the Alphabetic tab to alphabetize
the list and scroll past the entries beginning with COxx to get to the Device Tag
names such as LSC-1.)
8. Click OK.
9. In the Parameter View, double-click IO_OUT_1.

The Properties dialog appears.

10. In the Device Tag field, enter XV-1, and then click OK.

XV-1 is the Device Tag used in our example for the Block Valve. The DST is given a
default parameter value of OUT_D.

The Parameter list should now look like this:

36
 Creating and downloading the control strategy

Related information

Configuring the hardware

Control modules used in the tutorials

Finishing steps for creating control modules

There are four things that you should do every time you create a control module.

• Identify the operator pictures that will be associated with the module.
• Assign the module to a controller node.
• Save the module to the database.
• Verify the module's configuration.

The procedures for accomplishing these tasks follow. (An additional step is downloading.
Modules can be downloaded to a controller individually. However, we will download our
whole control strategy at one time, as you will see at the end of this chapter.)

You will see what operator pictures look like and how they are used. For now, you simply
need to know how to associate the module with the pictures.

Related information

Creating operator pictures in DeltaV Operate - overview

DeltaV Operate in run mode - overview

37
Creating and downloading the control strategy

Identify the primary control picture associated with the

control module
Three types of operator pictures are associated with control modules: the primary control
picture, the faceplate, and the detail display.

1. In Control Studio, click the Main button, point to Module, then click Properties.

The Properties dialog appears.

2. On the Displays tab, enter TANK101 in the Primary Control field.

TANK101 will be the primary control picture associated with this control module.
You will create TANK101 later.

Note
Picture file names must be alphanumeric and cannot contain the hyphen character, begin
with a number, or use a Visual Basic reserved word.

38
 Creating and downloading the control strategy

Note that the fields for the detail display and faceplate are already filled in. All the
control module templates in the library have pre-defined detail displays and
faceplate s associated with them.

3. Click OK.

Related information

Creating operator pictures in DeltaV Operate - overview

39
Creating and downloading the control strategy

Assign the module to a controller node

If you configured a controller or created a placeholder controller, you will be able to assign
the module to the controller. If you have not configured a controller, do so now. For
information about connecting your controller hardware, refer to the hardware installation
manual in DeltaV Books Online.

1. Click the Main button, point to Download, and then click Assign to Node.

The Browse dialog opens.

2. In the Browse dialog, select the controller.

3. Click OK and then click Yes to confirm the database modification.

Related information

Configuring the controller node

Save the module

1. Click the Save button on the Quick Access Toolbar.

The Browse dialog opens.

2. In the Objects Type box, select Modules.
3. In the Look In field, select Control Strategies, and then double-click TANK-101.
MTR-101, the module you created earlier in DeltaV Explorer, is in the list of modules.

40
 Creating and downloading the control strategy

4. In the Object Name box, type XV-101 as the name for this module, and then click Save.

Verify the module configuration

1. Click the Main button, point to Module, and then click Properties.

The Properties dialog opens.

2. Click the Tools tab.

41
Creating and downloading the control strategy

3. Click the Verify Now button.

A message is displayed; it may contain minor warnings due to I/O references.

4. Click OK to close the message box, and then click OK in the Properties dialog.

You now have two control modules, one for the motor and one for the block valve.

42
 Creating and downloading the control strategy

Creating a new module from scratch - overview

In this procedure, you will use Control Studio to create from scratch a module to monitor
the tank level. The module will have one analog input function block (to allow reading of
the analog input signal) and one output, a promoted parameter. Using a promoted
parameter for an output makes the value of the output easier to access systemwide.
Promoted parameters are on the Special Items palette.

You will also do the following:

• Edit the IO parameter of the analog input block to identify the Device Signal Tag for
the level transmitter, LT-1.
• Change the OUT_SCALE parameter on the analog input block from the default value
of 100 to 10,000 to reflect the 10,000-gallon capacity of the tank.
• Change the HI_HI_LIM value will be changed to 1000.
• Add history collection to the PV of the AI block so that the tank level can be trended
in the Process History View application.

Create a new module from scratch

1. In Control Studio, click the Main button, then click New.

The New dialog box appears.

2. Click OK to accept the default settings in the New dialog.

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Creating and downloading the control strategy

Control Studio opens with a blank, untitled Function Block diagram.

Add and modify an analog input function block

1. In the Palette view, select the IO palette. A list of function blocks related to I/O
appears.
2. Select the Analog Input (AI) function block from the palette, and then drag it onto the
Function Block diagram.
3. To find out more about the AI function block, select and right-click the block, and
then click Help on the menu.

DeltaV Books Online opens to a topic about the AI block. After reading about the
function block, close DeltaV Books Online and return to Control Studio.
4. Make sure the block is selected.
5. In the list of parameters, double-click HI_HI_LIM (or right-click it and then select
Properties).
6. In the Properties dialog, change the value to 1000 and click OK.
7. Double-click the IO_IN parameter.
8. In the Properties dialog, enter the Device Signal Tag, LT-1 (for the level transmitter),
and then click OK. The system selects the default parameter.

In the Parameter list, note that the parameter named L_TYPE (linearization type) has
a default value of Indirect. This must remain Indirect for you to be able to define the
Engineering Units of the input.
9. To set the Engineering Units (EU) and the scale, double-click the OUT_SCALE
parameter.

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 Creating and downloading the control strategy

10. Modify OUT_SCALE as follows:

• Change the 100% scale from 100 to 10000 (for 10,000 gallons).
• For Engineering unit, select gal (for gallons).
11. Click OK.

For our example, we want to make the output value easy to reference systemwide.
Promoting the parameter to the module level allows the value to be referenced
throughout the system as LI-101/PV rather than LI-101/AI1/OUT.

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Creating and downloading the control strategy

Add a module-level parameter for the process output

value
1. Select the Special Items palette.
2. Right-click the Output parameter and select Help to see a description.
3. Drag and drop the Output parameter onto the diagram to the right of the AI function
block.

A Properties dialog box appears.

4. Change the parameter name to PV (for process value).

5. Select Floating point with status in the Parameter type field, select I/O in the Parameter
category field, accept the default status (it will be overwritten), and click OK.

The block named PV now appears on the function block diagram.

Add history collection to the PV parameter

1. Select the AI block in the Diagram view.

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 Creating and downloading the control strategy

2. In the Parameter View list, right-click PV and select Add History Recorder.

The Add History Collection dialog opens.

3. The path to the current value for PV (AI1/PV.CV) appears in the Parameter field path
box. (If this path does not appear here, click the Browse button and browse for it.)
4. Click Enabled.
5. For Display Representation, select Line.

Note
You can change the line style later using the Process History View application.

6. Use the default value of 60 seconds as the sampling period.

7. Click OK.

Later, we will assign the area (TANK-101) to the Continuous Historian subsystem, enable
history collection on the workstation, and download the workstation in order to collect
and view the historical data for the field values.

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Creating and downloading the control strategy

Connect the OUT parameter to the PV parameter

1. Click anywhere in the background of the Diagram view. (This puts the focus on the
diagram so that the next step works.)
2. Click and hold the Out connector on the AI block.
3. While holding down the left mouse button, draw a line from the Out parameter on
the AI block to the PV parameter.

The pencil icon changes to a * when you are over the right spot for making the connection.

Tip
If you want to rearrange the diagram, click one of the function blocks and move it. The connector
line moves and resizes automatically.

Your finished diagram should look like this:

Assign and save the control module

We have abbreviated the instructions for finishing the module. If you have forgotten any of
the steps, refer to the details in the previous topics.

1. Right-click the background of the Diagram view and select Properties.

2. On the Displays tab, enter TANK101 in the Primary Control field.

Note
The picture TANK101 does not exist yet. You will create it later.

3. Assign the control module to the controller.

4. Save the control module in area TANK-101 under the object name LI-101.

When you have finished, quit Control Studio. Do not simply minimize Control Studio. In an
upcoming procedure we will show you a new way to open Control Studio directly from
DeltaV Explorer. If you minimize Control Studio, you will have two copies of Control Studio
open.

If you have DeltaV Explorer minimized, restore it to full size by clicking its name in the
Windows taskbar at the bottom of your screen. Otherwise, open it from the Start button.

Related information

Finishing steps for creating control modules

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 Creating and downloading the control strategy

Creating a PID control loop - overview

In this procedure, you will use the PID_LOOP module template from the Analog Control
palette as the basis for a module to control the outlet flow valve. This time, you will use
DeltaV Explorer to create the module, assign it to a controller, and modify most of the
parameters. In addition, note these default settings for other parameters:

• On the CONTROL_OPTS (control options) parameter, Direct acting is not selected,

meaning that the parameter is set as reverse acting.
• On the IO_OPTS (I/O options) parameter, Increase to close is not selected, meaning
that the parameter is set as increase to open.

Create a control module and assign it to a controller

1. In DeltaV Explorer, select Library > Module Templates > Analog Control > PID_LOOP and
drag PID_LOOP to the TANK-101 area.
2. In the TANK-101 area, select PID_LOOP and rename it FIC-101.
3. Right-click FIC-101 and select Assign.
4. In the Browse dialog box, select the controller and click OK.

Modify the control module

1. In the left pane of DeltaV Explorer, under TANK-101, double-click FIC-101 to open
the module.
2.
If necessary, click the List button to display the contents of the right pane as
shown in the next figure.
3. Select PID1 (the PID loop function block) and make the following changes to the
parameters in the right pane.

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Creating and downloading the control strategy

• Double-click IO_IN. In the Properties box, enter the Device Tag of FT-1.
• Double-click IO_OUT, and then enter the Device Tag of FY-1.
• Double-click GAIN, and then change the value from .5 to 1.
• Double-click RESET, and then change the value from 10 to 3 (that is, 3 seconds per
repeat).
• Double-click PV_SCALE, and then change the Engineering unit to GPM (gallons per
minute).

Open and edit the module in Control Studio

1. Select FIC-101 in DeltaV Explorer.
2. Right-click, and then select Open > Open with Control Studio from the context menu.

Control Studio opens with module FIC-101 preloaded.

3. Resize the individual views as necessary.

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 Creating and downloading the control strategy

Alarms overview
In DeltaV Operate in run mode, alarms notify operators about changes in the process that
might require operator attention. Alarms are visible on the Alarm Banner at the bottom of
the operator picture, as well as on any faceplates or other displays that are set to show
alarms. Alarms are set up in the module templates.

Modify an alarm
Alarms have been set up in the PID_LOOP template, which we used as the basis for the
FIC-101 module. Only three of the alarms, HI_ALM, LO_ALM, and PVBAD_ALM, are
enabled. For the example, you will modify HI_ALM slightly to change the value from 95 to
90. This means that an alarm will be activated if the flow goes above 90 gallons per
minute.

1. In the Alarm view, double-click HI_ALM (or right-click it and select Properties).

2. Change the Limit value from 95 to 90, and then click OK.

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Creating and downloading the control strategy

Finish the FIC-101 module

You have already named the module and assigned it to the controller.

1. Open the Properties dialog for the module.

2. On the Displays tab, enter TANK101 in the Primary Control field.

The TANK101 picture does not exist yet. You will create it later.
3. Save the module.

Modifying the motor module - overview

In a previous procedure, you created the MTR-101 module in DeltaV Explorer by copying
the MTR_11_ILOCK template to the TANK-101 area. In this procedure, you will open the
module for editing in Control Studio. This module looks complex at first, but it becomes
more understandable as you look at the individual parts.

Tip
Tip If you have access to a printer, you can print the diagram, which includes configuration tips. In
Control Studio, click the Main button, and then click Print.

The motor module, shown later in this procedure, includes the following function blocks,
all of which are on the Logical palette:

• Eight Condition (CND) blocks

• Boolean Fan Input (BFI) block
• Logical And (AND), logical Not (NOT), and logical Or (OR) blocks
• Device Control (DC) block

The CND, BFI, AND, NOT, and OR blocks are used to specify the interlock logic. The DC
block is for motor control.

Some of the things you will do in this procedure are:

• Delete the five excess condition blocks.

• Specify the interlock conditions using the remaining three condition blocks.
• Specify the Device Signal Tags for the input and output parameters.
• Change the detail display associated with this module to one that has three
conditions rather than eight.

Open the TANK-101 module

1. In Control Studio, click the Main button, and then click Open.

The Browse dialog appears.

2. For Object Type, select Modules.

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 Creating and downloading the control strategy

3. If TANK-101 is not in the Look in field, click the pull-down list, and then select Control
Strategies. In the large center box that lists the contents of Modules, double-click
TANK-101.

4. Select MTR-101, and then click Open.

The MTR-101 module is displayed in the Diagram view.

5. Enlarge the Control Studio application window to its full size by clicking the Maximize
button in the upper right corner.
6. Select the Logical palette so you can easily access the descriptions for the individual
blocks.

Remember, you can select and right-click a palette item or a function block on the
diagram, and then select Help to open DeltaV Books Online for information about
the selected item.

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Creating and downloading the control strategy

Remove excess blocks from a module template

Having unused condition blocks on the Function Block Diagram does not affect operation,
but deleting them improves the appearance of the diagram.

1. Place the mouse pointer outside the upper left corner of CND4.
2. Click and hold the left mouse button, then drag to include the lower right corner of
the CND8 box.

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 Creating and downloading the control strategy

Boxes CND4 through CND8 should now be selected. If not, click a blank spot and try
again.
3. Press the Delete key to delete the selected items (or right-click, and then select Delete
from the context menu.)
4. Click Yes when asked to confirm the deletion.

Another way to delete multiple blocks is to select them while holding down the Shift
key, and then press the Delete key.

Specifying conditions with the Expression Assistant

The motor should shut off if any of the following three conditions occurs:

• The block valve is closed.

• The tank level is less than 100 gallons.

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Creating and downloading the control strategy

• The regulatory valve is less than 5 percent open.

Now we need a way to specify these requirements. The condition blocks serve this
purpose. Each condition will have associated with it an expression that identifies the
condition precisely in mathematical or logical terms. Expressions are made up of operands,
operators, functions, constants, and keywords.

Two guidelines for writing an expression for a condition are:

• The expression must end with a semi-colon (;).

• Parameter values must be enclosed by single quotes (').

The DeltaV system provides an Expression Assistant to help you define expressions. After
you enter an expression, the Expression Assistant checks the syntax, indicates any
problems, and identifies any unresolved parameters. You can access the Expression
Assistant using either the Object menu or the right-click context menu for Action,
Calculation/Logic, and Condition function blocks.

The Expression Assistant inserts the characters shown in the following table when
constructing expressions. If you type the expressions without using the Expression
Assistant, you need to use these characters in the same way.

Charac-
ters Use Example
/ Precedes a reference to an internal parameter (one within
the current module). Use the Insert Internal Parameter button
to browse for these parameters.
^/ Precedes a reference to an internal parameter up one block
level. Use the Insert Internal Parameter button to browse for
these parameters.
// Precedes a reference to an external parameter (one within '//XV-101/DC1/PV_
another module). Use the Insert External Parameter button to D.CV'
browse for these parameters.
## In Batch processing, used to enclose an alias.
: Used to separate a named set from the named set value. 'vlvnc-sp:OPEN'
:= Used to assign values. Step actions use this operator. The 'SP':='SFCCTRL:IDLE'
value of the right operand is assigned to the left operand.
= Used to compare values. Similar operators include >, <, >=, 'SP'='SFCCTRL:START'
<=,!= (not equal to), <> (not equal to). Transitions use these
operators.
+ Used to add numeric values or to concatenate strings.
'' Single quotes are used to enclose parameters.
"" Double quotes are used to enclose strings.
; Used to continue action statements on subsequent lines of
the Expression Assistant.

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What are parameter tagnames?

Parameter values are defined by their tagnames (tags, for short) in the form:

module/function block/parameter

When identifying parameter tags, you can build the tags from scratch by typing them in or
you can use the parameter browser to search the database.

Specify interlock conditions on condition blocks

In this procedure, we will use the Expression Assistant to specify the interlock conditions
on the three condition blocks.

1. On the View tab, in the Windows group, click Arrange so that you can see all the views
again.
2. Select the CND1 block, right-click it, and then select Expression from the context
menu to open the Expression Assistant. .
3. Highlight and delete the entire first line of the expression. (The default first line is
"FALSE". )
4. Click the External Parameter button. This button browses for parameters that are
external to the current parameter.

The Browse dialog opens.

5. Open the TANK-101 area.

6. Double-click these items in each succeeding level: XV-101, DC1, PV_D and CV.

The Expression Assistant assembles the tagname and puts it in the Expression box.
7. Click or type "=".

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8. Click Named State, double-click the named set vlvnc-pv, select the state CLOSED, and
then click OK.
9. Type a semicolon at the end of the expression.

The completed expression now reads as follows:

'//XV-101/DC1/PV_D.CV' = 'vlvnc-pv:CLOSED';

XV-101 is the module for the block valve; DC1 is the function block; PV_D.CV is the
current value for the process value; and CLOSED is one of the states in the named
set, vlvnc-pv. The expression indicates that an interlock should occur (the motor
should shut off) if the block valve is closed. (A named set is simply a way to define
names and equate them to integer values. Named sets are defined in DeltaV
Explorer under System Configuration > Setup.)
10. Click Parse.

The Expression Assistant checks the syntax. If there are any errors, correct them.
11. Click OK.
12. Select the CND2 block and use the Expression Assistant to specify the second
interlock condition as: '//LI-101/AI1/PV.CV'< 100;

LI-101 is the control module for the level indicator. AI1 is the analog input function
block. PV.CV is the parameter for the analog input current value. The expression
indicates that an interlock should occur (the motor should shut off) if the tank level
goes below 100 gallons.
13. Click Parse, correct any errors, and then click OK.
14. Select the CND3 block and use the Expression Assistant to specify the third interlock
condition (the regulatory valve is less than 5 percent open) as: '//FIC-101/PID1/
PV.CV' < 5;

FIC-101 is the module for controlling the outlet flow (regulatory) valve. PID1 is the
loop function block. PV.CV is the parameter indicating the current state of the valve
(percent open). The expression indicates that an interlock should occur if the valve is
less than 5 percent open.
15. Click Parse, correct any errors, and then click OK.

Specify the DSTs for MTR-101

1. In the Function Block diagram, click DC1, the Device Control function block.
2. In the Parameter window, double-click IO_IN_1, the parameter for the run status
signal.
3. In the Properties dialog, type XI-1 in the Device Tag field, and then click OK.

If you have configured the controller hardware and I/O channels, you can browse for
the Device Tag under the controller.

The parameter field is automatically set to the correct parameter, FIELD_VAL_D.

4. Double-click the IO_OUT_1 parameter. (This is the output signal from the Discrete
Loop block to the field device.)

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 Creating and downloading the control strategy

5. In the Properties dialog, type ZX-1 in the Device Tag field, and then click OK.

The parameter field is automatically set to OUT_D.

Related information

Configuring the hardware

Finish configuring the MTR-101 module

1. Assign the MTR-101 module to the primary control picture TANK101. (Remember,
you enter the name of the primary control picture on the Displays tab of the Properties
dialog for the module. Also remember that the TANK101 picture does not exist yet.
You will create it later.)

Note that this module has two predefined pictures: DL_DT8 is the detail display and
DL_FP is the faceplate.
2. Change the Detail to DL_DT3 to match the number of conditions. (Remember, in a
previous topic you removed the five unused condition blocks.)
3. Assign the control module to the controller.
4. Save the control module by clicking the Save button. (The module has already been
named.)
5. Minimize Control Studio by clicking the Minimize button in the upper right corner.

Creating a Sequential Function Chart

Sequential Function Charts (SFCs) are types of module algorithms that are useful for
controlling time-event sequences, such as startup or shutdown of a process. SFCs are
made up of steps and transitions. Steps contain a set of actions. A transition allows a
sequence to proceed from one step to the next when the transition condition is true.

Each time the SFC scans, the system evaluates the active steps and transitions. When a
transition evaluates as True, the step prior to the transition is made inactive and the step
following the transition becomes active.

There are no predefined module templates for SFCs since process sequences are highly
individual. In defining an SFC, you may find it helpful to first define the steps in the process,
and then identify the conditions that must be met before proceeding from step to step.

The sequence for the tank process

For the tank process, you will create an SFC to control the tank discharge. As a way to start
and stop the SFC, you will create an SFC parameter called SP that the operator will be able
to change. The SP will be manipulated with a named set called SFCCTRL. A named set
defines names and equates them to integer values. For the tank example, you will create
the named set with two values: 0 = IDLE and 1 = START.

Following is a suggested sequence for the tank discharge application.

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Step 1: Stop (that is, set the SP to IDLE).

Transition: Wait for the user to change the SP to START.

Step 2: Put the flow loop in auto mode and set the setpoint to 50 gpm.

Transition: Wait for the regulatory valve to be 30% open.

Step 3: Open the block valve.

Transition: Confirm that the block valve is open.

Step 4: Start the pump.

Transition: Confirm that the pump has started.

First, you will create the named set, SFCCTRL, in DeltaV Explorer. Then you will go to
Control Studio to create the module containing the Sequential Function Chart.

Create a named set

1. Open or restore DeltaV Explorer.
2. Select System Configuration > Setup > Named Sets.
3. Select and right-click Named Sets in the left pane, and then select New > Named Set.

A new entry, NamedSetn (where n is the next number available), is added to the end
of the list of existing named sets. The entry is in an edit box, ready to be renamed.
4. Type the new name, SFCCTRL, and press Enter.
5. Double-click SFCCTRL (or select and right-click SFCCTRL, and then select Properties
from the menu).

The Properties dialog appears.

6. Type Sequence Control in the description box.

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7. Click Add.

The State Properties dialog appears.

8. Type IDLE in the Name box, and then click OK.

Note
Named sets are case sensitive. You can define them using any combination of uppercase and
lowercase characters, but all future references to a state must be as originally defined.

9. To add another state, click Add.

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10. Type START in the Name box, and then click OK.

The Properties dialog now has two named states, IDLE and START.

11. Click OK to save the set and close the dialog.

12. Minimize DeltaV Explorer.

Creating the SFC module

Now you are ready to create the Sequential Function Chart. Here are the things you will do
in the following procedures:

• Create an SFC module.

• Add a parameter, SP, to the module to let the operator change the state from IDLE
to START.
• Add the steps and transitions to the SFC.

Create a Sequential Function Chart

1. Restore Control Studio by clicking its button on the Windows task bar.
2. Click the Main button, then click New.
3. In the New dialog, select Control Module or Template as the Object Type.
4. Select Sequential Function Chart as the Algorithm Type, and then click OK.

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A new SFC diagram opens, with a single step, S1.

Add the SP parameter

1. Select and right-click the Parameter View, and then select Add from the menu.

The Properties dialog appears.

2. Type SP as the Parameter Name.
3. Select Named Set as the Parameter type.
4. For the Named set and Named state, browse to and select SFCCTRL and IDLE.

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5. Click OK. The parameter is added to the module.

Create a step action in the SFC

1. In the Diagram View, select the step box named S1.
2. Click the name, S1, and change it to STOP_AND_WAIT.
3. In the Action View area of Control Studio, right-click anywhere and select Add.

The Properties dialog appears.

4. Enter Stop and Wait for the Description.
5. For the Type, select Assignment. (This type assigns the result of an expression to a
destination. This action assigns the value of 'SFCCTRL:IDLE' to SP.)
6. For the Qualifier, select P Pulse.

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An action with the P Pulse qualifier is active only on the first scan when the step goes
active. Thus, the assignment statement is evaluated and the assignment made on
the first scan through the step actions when the step goes active. After the first scan,
the assignment destination retains the assigned value; it is not rewritten for each
scan.
7. To set the setpoint to the IDLE state, type the following in the Action expression field:

'SP':='SFCCTRL:IDLE'; (remember: named sets are case-sensitive).

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 Creating and downloading the control strategy

Alternatively, you can click the Expression Assistant button and use the Expression
Assistant to define the Action expression. (You used the Expression Assistant earlier
to define the interlock conditions for the motor control module.) Click the Insert
Named State button in the Expression Assistant and follow the prompts to define the
Action expression.
8. Click OK in the Properties dialog. Make any necessary corrections, and then click OK.
9. Select the step action (A1) in the Step Action View, right-click, select Rename, and then
change the name to SET_TO_IDLE.

Giving the step actions meaningful names instead of A1, A2, etc., helps you identify
a particular action you may later want to modify.

Create a transition in the SFC

1.
On the All SFC Items palette, click Transition, and then drag it to a point below
the STOP_AND_WAIT box.

A plus sign named T1 appears.

2. Right-click the transition and select Properties (or double-click the transition).

The Properties dialog appears.

3. Enter Wait until Start for the transition description, open the Expression Assistant,
and then build the following condition statement:

'SP' = 'SFCCTRL:START'

4. Click Parse in the Expression Assistant, correct any errors, and then click OK in both
dialogs.

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5. Rename the transition WAIT_UNTIL_START.

Complete the Sequential Function Chart diagram

1. Repeat the procedures for adding steps and transitions using the information in the
following table. (Drag Step and Transition icons from the palette or use the Sequence
item on the palette to automatically add multiple steps and transitions in one
operation. Use a Termination icon for the last transition.)

Tip
On the View tab, in the Diagram group, click Diagram Preferences, and then check Display Grid and
Snap to Grid to help you line up the SFC objects on the diagram.

Note
In the example, all Action Types are Assignment; all Action Qualifiers are Pulse, except for
Action 2 in Step 2, which has an Action Qualifier of Non-stored. (The reason is that if Action 2
Step 2 were Pulse, it might not get set because it waits until the actual mode is Auto. It would
fail on the first try and never be set.)

2. Use the Connect Mode tool to connect the steps and transitions in order.
3. Change the step and transition names by right-clicking, selecting Rename, and then
typing the name listed in the following table. Be sure to read the table footnote for
important information about statement syntax.

Step/Transition Name Action Text or Condition Description

Text*
S1 STOP_AND_ 'SP':='SFCCTRL:IDLE'; Inhibits startup se-
WAIT quence (until the
user changes the
SP to START).
T1 WAIT_ UNTIL_ 'SP'='SFCCTRL: START' Waits until opera-
START tor selects START.
If SP is START, pro-
ceeds to the next
step.
S2 SET_FLOW_ A1: '//FIC-101/PID1/MODE. Sets the flow loop
RATE TARGET' := AUTO; to AUTO.
A2: '//FIC-101/PID1/SP': = 50; Sets the setpoint at
(Action Qualifier is Non-Stor- 50 GPM.
ed.)
T2 WAIT_FOR_ '//FIC-101/PID1/OUT' > 30 Waits for the regu-
OUT_30 latory valve to be
30% open.
S3 OPEN_BLK_ '//XV-101/DC1/SP_D':=1; Opens the block
VLV valve.

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T3 WAIT_VLV_ '//XV-101/DC1/PV_D'=1 Confirms that the

OPEN block valve is open.
S4 START_PUMP '//MTR-101/DC1/SP_D' :=1; Starts the pump.

T4 WAIT_PUMP_ '//MTR-101/DC1/PV_D'=1 Confirms the pump

START started.
* IMPORTANT: Assignment actions use the assignment operator ( :=) and end with a semi-
colon (; ). Transitions use an equals sign (=) to indicate that when the condition is true, the
next step should be made active. Parameter values are enclosed in single quotes.

The finished SFC looks like this.

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Finish configuring the SFC module

1. Assign the SFC module to the primary control picture TANK101, which you will
create later.
2. Click the Assign to Node button on the toolbar and assign the SFC module to the
controller.
3. Click the Save button, and then save the SFC module as SFC-START.
4. Quit Control Studio by clicking the Close button in the upper right corner.

Downloading modules-overview
Now that the control modules are all defined, you need to download the control strategy
to the controller, assuming you have a controller configured. If you are working with a
controller placeholder, you can assign the modules to the placeholder, but you cannot do
a download.

There are several different levels of downloads. In DeltaV Explorer, you can download:

• individual modules
• the controller node
• the control network, including the workstations and controllers

Important
If you are working on a system that is controlling a process, it is recommended that you do not
perform any downloads for this tutorial unless you understand the impact of doing so.

Note
You must load and assign the controller licenses before downloading the modules to the controller.

Related information

Configuring the hardware

Download the modules

1. Open (or restore) DeltaV Explorer and open System Configuration > Physical Network >
Control Network > CTLR1 (or your controller name) > Assigned Modules. (This shows you all
the modules you have assigned to the controller.)
2. Select and right-click Control Network, and then select Download > Control Network.

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 Creating and downloading the control strategy

3. When asked, confirm that you want to proceed with the download.
4. When asked, confirm that you want to check the configuration.

A window opens to show you the progress of the download and to let you know
when it is complete.

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Creating and downloading the control strategy

5. When the download is complete, click Close.

6. Quit DeltaV Explorer and any other DeltaV applications you have open.

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 Creating operator pictures in DeltaV Operate

5 Creating operator pictures in DeltaV

Operate
Topics covered in this chapter:
• Creating operator pictures in DeltaV Operate - overview
• Developing a picture hierarchy
• Navigating through the picture hierarchy
• Switch between configure and run modes
• Restrict operator access in run mode
• Open DeltaV Operate in configure mode
• Toolbars and the Toolbox - overview
• Using color
• Changing line and fill styles
• Links, dynamic properties, and parameter references
• Creating datalinks
• View the picture in run mode
• Dynamos overview
• Finishing the process picture
• Trend links and trend charts
• Setting previous and next pictures
• Starting the SFC

Creating operator pictures in DeltaV Operate -

overview
In this section you will learn how to use DeltaV Operate in configure mode to create an
operator picture (TANK101) for the example process system.

It is important to understand the operating environment for a DeltaV process system

before you start creating pictures to be used in that environment. The DeltaV Operate
application functions in two modes:

• Configure mode - used to create pictures

• Run mode - used to run pictures in the DeltaV Operate application

Let's start by taking a look at the standard DeltaV operator desktop, as seen in the DeltaV
Operate application in run mode.

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This desktop was designed specifically for use with DeltaV process systems. It is made up
of three sections: the Toolbar, the main window, and the Alarm Banner. The Toolbar buttons
provide single-click access to important pictures, directories, and other applications.

Important
Although it is possible to add, modify, or delete buttons from the Toolbar and make other changes to
the operator desktop, it is recommended that you do not do any customization until you are
thoroughly familiar with the purpose and function of all its elements.

The Alarm Banner at the bottom of the desktop also has important predefined functions.
The large buttons are used to notify the operator of the highest priority alarms that have
been activated. When an alarm is tripped, the name of the associated control module
(such as XV-101) is displayed on one of the alarm buttons. By clicking one of these
buttons, the operator goes directly to the appropriate process graphic for taking action on

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 Creating operator pictures in DeltaV Operate

that alarm (the primary control picture or the faceplate). The Alarm Banner also includes a
node monitor button to enable operators to monitor the current status of controllers and
workstations.

You may remember that we assigned a primary control picture to each control module as
one of the finishing steps. Modules created from library templates have predefined
faceplates. A little later you will learn more about the Alarm Banner and how to
acknowledge alarms.

The main window is where the operator views a main picture, which is typically a process
graphic that provides a view of the process or equipment. A main picture is any picture
created using the main template. The main template has some predefined features, such
as a small toolbar (with five buttons) in the upper left corner. The template also contains
some picture commands that are required by the DeltaV environment.

Even in relatively small process systems, there are likely to be a number of main pictures.
Each main picture is created and saved as a picture file with its own unique name.

Important
The most important thing to remember about main pictures is that they must start from the
predefined template named main. Only subordinate pictures, such as pop-up messages to
operators, should be created without using the main template. If you create a new picture file from
scratch or use a different template as a basis, much of the DeltaV Operate environment will not
work.

Developing a picture hierarchy

A process application normally has a number of linked pictures, such as plant overview,
process monitoring, system status, alarm summary, and trend pictures. There may also be
pop-up windows for things like operator messages and help. Therefore, in addition to
creating individual pictures, you will need to develop a system for linking pictures so that
operators can easily get to the one they need.

The DeltaV system starts you off with an Overview picture that you can tailor to fit your
application. Generally, the Overview is used as the top level in the hierarchy. You can add
pushbuttons to the Overview that let you link to other pictures. You can even use a
photograph or drawing with hotspots (rather than pushbuttons) that link your Overview to
other pictures.

The design of your Overview picture is limited only by your imagination. Here is an
example:

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Creating operator pictures in DeltaV Operate

Important

The Overview picture has its own button on the Toolbar, so no matter how deep an operator
gets into the hierarchy of pictures, it is always easy to get back to the Overview. This is one reason
why you should put some thought into your Overview picture and how to make it useful for
navigating to other important pictures.

The Overview picture has initial text explaining how to rename the Overview picture by
editing the file UserSettings (or User_Ref) in the Standard folder in the system tree. This file
is for advanced users who want to rename the Overview, set up the Display History List with a
predefined list of pictures, modify or add global variables, and do other tasks that define
the operator's startup environment. It is beyond the scope of this introductory manual to
go into this in detail. To learn more about the UserSettings file and global variables, refer
to Books Online.

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Navigating through the picture hierarchy

Important
When you set up navigational tools, the new picture should in most cases replace the current picture
loaded in the main window. The operator should not have more than one main picture open at a
time.

Here are some of the ways operators can move from one picture to another:

•
Each picture can have a Next Picture and Previous Picture defined for it.
The operator can easily jump to those pictures using the forward and back arrows in
the upper left corner of a picture created with the main template.
•
The Main field above the tools on
the Toolbar shows the name of the current main picture. The button next to the Main
field opens a History List. Simply click a picture in the list to go to that picture. The list
can be predefined and locked to show only a select group of pictures or it can be set
up to act as a "most recently used" list that is updated with each new jump.
•

The operator can use the Open button to select a picture to replace the
current picture in the main window.

You can use buttons or other hotspots to link to new graphics. The hotspot can be a word,
an icon, a section of a photograph, or whatever you want to use as a visual clue to the link's
destination.

The Alarm List picture is available through a Toolbar button.

Clicking an alarm button in the Alarm Banner immediately replaces the current main
picture with the primary control picture for the module indicated on the button and pops
up the faceplate for that module.

Switch between configure and run modes

• Click Workspace > Switch to Run or press CTRL+W.
• To return to configure mode, right-click anywhere in the workspace and select Quick
Edit. (Alternatively, you can press CTRL+W.)

Restrict operator access in run mode

Security settings enable you to secure the run-time environment and restrict or prohibit
specific operator actions. For example, you can prohibit the operator from closing the
current picture and switching to another application.

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Note
The User Preferences dialog provides the means to define the DeltaV Operate start environment. To
ensure security in your plant, it is very important that you carefully develop your security scheme
before making changes to the start environment. Refer to the online help and Books Online for more
information before making changes to the User Preferences dialog.

1. Click Workspace > User Preferences, and then select the Environment Protection tab.
2. Select the Enable Environment Protection check box, and then select the options that
you want to enable.

Open DeltaV Operate in configure mode

Let's get started now with DeltaV Operate in configure mode.

Click Start > DeltaV > Engineering > DeltaV Operate Configure.

DeltaV Operate in Configure mode opens with a blank drawing. In addition to the menu
bar and toolbars, the window is made up of a system tree and the work area.

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 Creating operator pictures in DeltaV Operate

The system tree shows a hierarchical view of the files on the local node and all objects
associated with each file. The system tree can be resized, moved, or hidden. Opening and
closing folders in the system tree is the same as opening and closing folders in Windows
Explorer: click a plus sign (+) to open a folder and see its contents; click a minus sign (-) to
close a folder and hide its contents.

Take a few minutes now to become familiar with the system tree. Open a folder and
double-click a file to open the file in the work area. Click the plus sign (+) next to the file and
select an object associated with the file. Notice how that object is highlighted on the
picture in the work area. Select File > Close to close the file, or right-click and then select
Close. Continue to explore the system tree, and when you are ready, continue to the next
section.

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Creating operator pictures in DeltaV Operate

Open the main picture template

1. In the system tree, click the plus signs next to the Pictures folder to expand its
contents, and then click the plus sign next to the Templates folder to expand its
contents.
2. Double-click the main template picture.

The main template and the Toolbox open in the Work Area. (If the Toolbox is not
visible, select Toolbars from the Workspace menu, select Picture as the toolbox owner,
and then click DeltaV_Toolbox.) Notice how a plus sign appears next to the main
picture. Click the plus signs to see the objects that make up the main template. The
main template has instructional text, including descriptions of the five buttons in
the upper left corner. In your system, the background color may be gray rather than
white, as shown in this document. Later, we will tell you how to change picture
background color, as well as object colors.
3. Read the information on this template. Then delete the text by clicking near the
center of the page, right-clicking, and then selecting Delete. (Alternatively, you can
click near the center of the page and then press the Delete key).
4. Select File > Save As. The Save As dialog appears.
5. Click the Up One Level button to go to the Pic folder.

6. Enter the File Name as TANK101, and then click Save. (Be sure the picture is saved in
the Pic folder.)

Note
Picture file names must be alphanumeric and cannot contain the hyphen character, begin
with a number, or use a Visual Basic reserved word, such as "new".

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Toolbars and the Toolbox - overview

Toolbars contain buttons that provide shortcuts to menu commands. For example,
instead of selecting File > Save, you can click the Save Picture button on the Toolbar. Buttons
that perform similar functions are grouped into separate toolbars. For example, the
standard toolbar usually contains the Open, Close, Save, and Print buttons.

Toolbars are owned by the workspace or by pictures. The owner of a toolbar defines when
that toolbar appears. For example, workspace toolbars appear whenever the workspace
runs, whereas picture toolbars appear only when one or more pictures are displayed.

Note
Picture toolbars are assigned to all pictures. You cannot assign toolbars to specific pictures.

Note
You can hide the Toolbox by selecting and right-clicking its title bar, and then selecting Hide. You can
move and resize the Toolbox and enable docking. To open the Toolbox after hiding it, click Workspace >
Toolbars, and then select Picture in the Owner field. Scroll down, select the DeltaV_Toolbox check box, and
then click Close in the Toolbars dialog.

Practice using the Toolbars dialog

1. Click Workspace > Toolbars.

The Toolbars dialog appears. By default all the workspace toolbars are displayed.

2. Make sure that Show Screen Tips on toolbars in the lower left corner is selected.

With Screen Tips enabled, when you pause the pointer over a tool in the Toolbox, its
name will pop up.

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Creating operator pictures in DeltaV Operate

3. Uncheck and recheck the various toolbars to see the buttons that belong to each
toolbar. (Watch the toolbar across the top of the window and see which buttons
disappear and then reappear.)
4. Click the Customize button and use the online help to familiarize yourself with the
Customize Toolbars dialog.

Later, when you are more familiar with the tools, you can add and remove buttons
and toolbars to suit your needs.
5. Click Close on the Customize Toolbar dialog.
6. Click Workspace > Toolbars to reopen the Toolbars dialog, and then select Picture in the
Owner field.
7. Select DeltaV_Toolbox if it is not already selected.

The DeltaV_Toolbox is a group of toolbars assembled in one box. It saves space on

your picture because you do not have to keep several toolbars open. By default,
docking is not enabled for the DeltaV_Toolbox and it floats regardless of its position
on the screen. The DeltaV_Toolbox contains everything from simple drawing tools
for creating lines, rectangles, and circles to complex charting tools.

8. In the Toolbars dialog, select DeltaV_Operating_Experts if it is not already selected.

9. Click Close in the Toolbars dialog.

Move and resize the toolbox

1. Click the Toolbox title bar, hold the mouse button down, drag to a new location, and
release the mouse button.
2. Point to any corner or side of the Toolbox. The pointer changes to a two-sided arrow.
3. Hold the mouse button down and drag to reshape the box.
4. Release the mouse button when the Toolbox is in the desired shape.
5. Repeat the moving and resizing steps as needed to suit your personal preferences.

Practice docking the toolbox

1. Click Workspace > Toolbars.

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2. Click Picture, and then click the Customize button.

3. Select DeltaV_Toolbox.
4. Select Enable docking for selected toolbar, and then click Close.
5. Move the toolbox to the top edge of the screen and notice how the toolbox "docks"
to the edge rather than floats over the screen.
6. Disable or enable docking to suit your personal preferences.

Using color
You can use color in two ways:

• Adding foreground, background, or edge color to a selected object

• Adding color to more than one object

To add color to a selected object, select the object, right-click, select Color, and then
select Foreground, Background, or Edge. Once you select a color, click OK, and then close the
dialog. To add color to multiple objects, select the Color button on the Toolbox. The Color
dialog stays on your screen as you select colors. For the procedures in this book, we will use
the first method.

The Color Selection dialog contains two tabs you can use to choose a color from a palette
or from a list of names. You choose a color by clicking it on the palette or by selecting it
from the list.

Default colors appear in the Shape Preferences tab of the User Preferences dialog. To change
the default colors, click Workspace > User Preferences > Shape Preferences, click the color box
that you want to change (Foreground, Background, or Edge), and then select the new default
color from the palette.

Note
Changes to the default colors do not change the colors of objects that are already in the picture.

Tip
To change the background color of the entire picture, click Edit > Picture, click the Background Color box,
and select a background color from the palette that appears. Click OK to return to the picture and
display the new background color.

Changing line and fill styles

You can also change the default line styles, widths, and fill styles using a procedure similar
to that for changing color defaults. To change the default edge styles, width, and fill, click
Workspace > User Preferences > Shape Preferences, and then edit the default item that you
want to change.

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You may want to take a few minutes to experiment with drawing basic shapes and
changing the foreground, background, and edge colors. The procedure on drawing and
coloring a rectangle with a crosshatch appearance explains how to get started.

Related information

Draw and color a rectangle with a crosshatch appearance

Draw and color a rectangle with a crosshatch

appearance
1.
Click the rectangle button on the Toolbox. The pointer changes to a +.
2. Click and hold somewhere on the picture, drag the pointer to set the size of the
rectangle, and release the mouse button.
3. Select the rectangle, right-click, and then select Fill Style > Cross Hatch.

For the remaining steps, make sure the rectangle is selected.

4. Right-click, and then select Edge Style > Dash Dot.
5. Right-click, select Color > Foreground, and then select yellow in the palette.
6. Draw another rectangle. Note that none of the default colors, line style, or fill style
have changed.

Now you can add some basic shapes and text to your drawing using the rectangle, oval,
line, polyline, polygon, and text tools. Try coloring, moving, and resizing the objects. (If
you use the polyline or polygon tools, double-click to finish the object.) When you have
finished, click File > Close and do not save the work you have done on the file.

If you are ready to continue, open TANK101 from the Pictures folder in the system tree.

Links, dynamic properties, and parameter

references
Links enable you to display real-time and system data in the DeltaV Operate application in
run mode. There are several different types of links. The links introduced in this tutorial are
datalinks and trend links.

In configure mode, properties are parameters of objects that you can alter using tools,
menu commands, and dialog. Dynamic properties are object parameters that change in
DeltaV Operate run mode based primarily on changes in database values. (For example, a
tank may change color as it fills, that is, as the current value of the level indicator changes.)

A parameter reference identifies the database field that supplies data to a link or dynamic
property. The parameter reference syntax is

node.tag.field

where tag is usually in the form

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module/function block/parameter

For example,

DVSYS.FIC-101/PID1/SP.F_CV

is the parameter reference identifying the current value of the setpoint field (parameter) in
the PID1 function block of the FIC-101control module.

If you enter only the tag (for example, FIC-101/PID1/SP), DeltaV Operate fills in the default
node of DVSYS and uses a default current value field of either F_CV (floating point current
value) or A_CV (ASCII current value), based on the type of data (Numeric or Text) you
specify for the link. If the tag does not exist, you are asked if you want to use it anyway.

In most dialogs that require you to enter a parameter reference, a browser is available
to help you search through the network for a particular parameter reference. To access the
browser, click the ellipsis button next to the Source field.

The Data Source Browser from the Expression Builder box appears first. Then the Browse
dialog appears after you select Browse DeltaV Control Parameters. (The Browse dialog may
take a few seconds to appear the first time you call it.)

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Creating datalinks
Datalinks can be used to display data as numbers or text. For the TANK101 picture, you will
create five datalinks for the following purposes:

• To display the current value of the tank level (parameter reference: LI-101/AI/PV)
• To display the current value of the loop process value (parameter reference:
FIC-101/PID1/PV)
• To allow entry of a setpoint value for the flow loop (parameter reference: FIC-101/
PID1/SP)

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• To allow the operator to set the regulatory valve position (parameter reference:
FIC-101/OUT)
• To allow the operator to start and stop the pump motor (parameter reference:
MTR-101/DC1/SP_D)

After you have created the links, your working area will look like this:

Create a datalink for the tank level

1.
Click the Datalink Stamper button in the Toolbox.

The Datalink dialog appears.

2.
Click the ellipsis button to search for the parameter reference.

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The Expression Builder dialog opens.

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 Creating operator pictures in DeltaV Operate

3. Select Browse DeltaV Control Parameters to open the Browse dialog. (This may take a
few seconds.)
4. If TANK-101 is not displayed in the Look in: field, click the Up One Level button to go to
Control Strategies, and then double-click the TANK-101 area.

You can use the Up One Level button to move up one level in the hierarchy. The
contents of the selected level are displayed in the list box.

A list of the modules assigned to the TANK-101 area is displayed.

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5. Double-click the module name, LI-101. A list of function blocks and module-level
parameters is displayed.
6. Double-click the AI1 function block. A list of parameters is displayed for that
function block.
7. Double-click the PV parameter. A list of fields is displayed.
8. Click the CV (current value) field, and then click OK. (Alternatively, you can double-
click the CV field.)

DeltaV Operate assembles the node, tag, and field information and enters it into the
Expression Builder dialog.
9. Click OK to return to the Datalink dialog.
10. In the Datalink dialog box, in the Formatting group, select Numeric for the Type, and
then click OK.

If you have not assigned the module to a controller or if you set up a placeholder
controller, you may get a message about the parameter reference not existing. Click
Use Anyway to use this parameter reference for the tutorial.

Note
DeltaV Operate reads the datalink and automatically configures the settings in the Datalink
dialog.

The stamper and datalink appear and "float" on the picture.

11. Click the upper left quadrant to place the datalink on the picture. (Refer to the
picture in the Creating Datalinks topic for the approximate location.)

The datalink appears on the picture as #####.##, surrounded by handles.

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12.
To label the datalink, click the text button in the Toolbox, click to the left of the
datalink, and type LI-101/PV.

Click anywhere to change the pointer back to an arrow.

Tip
To move any object, you can select it and drag it to a new location. You can use the alignment
tools to align objects horizontally and vertically. You can also use the arrow keys on the
keyboard to make minor adjustments to the position of any selected object.

Create a datalink for the loop setpoint

1. Click the Datalink Stamper button.
2. Enter the new parameter reference as FIC-101/PID1/SP.

If you use the Parameter Browser, click the Up One Level button to go up to the
module level.

The system changes the parameter reference to DVSYS.FIC-101/PID1/SP.F_CV. The

default node for all parameter references is DVSYS.
3. In the Data Entry group, select In-Place for the Type.

In-place data entry enables operators to change the value from the workstation.

4. In the Formatting group, select Numeric for the Type.

5. Click OK.

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Tip
If you accidentally close the Datalink dialog before completing your selections, double-click
the datalink on the picture to reopen the dialog.

6. Place the datalink in the lower right quadrant of the screen.

7. Use the text tool to add the label FIC-101/SP. (Remember, you access the Text tool
by clicking Text button in the Toolbox.

Create a datalink for the loop process value

1. Click the Datalink Stamper button. (You will place this datalink below the loop
setpoint.)
2. Edit the parameter reference to be FIC-101/PID1/PV.F_CV.
3. In the Formatting group, select Numeric for the Type.
4. Click OK.
5. Place the new datalink below the loop setpoint.
6. Use the text tool to add the label FIC-101/PV.

Create a datalink for the loop output

1. Click the Datalink Stamper button. (You will place this datalink below the loop process
value.)
2. Edit the parameter reference to be FIC-101/PID1/OUT.F_CV.
3. In the Data Entry group, select In-Place for the Type.
4. In the Formatting group, select Numeric for the Type.
5. Click OK.
6.
Select the datalink, and then click the DeltaV Data Entry Expert button on the
Toolbox.
7. Be sure that Numeric Entry is selected, and then click Fetch Limits from the Data Source.
8. Click OK.
9. Place the datalink below the loop process value.
10. Use the text tool to add the label FIC-101/OUT.

Create a datalink for the block valve

1. Click the Datalink Stamper button. (You will place this datalink in the bottom center of
the picture.)
2. Fill in the parameter reference as XV-101/DC1/PV_D.A_CV. If you browse for the
parameter reference, the system will automatically supply .F_CV (for floating point)
after PV_D. Edit the parameter reference to have .A_CV (for ASCII) after PV_D.
3. In the Datalink dialog box, in the Data Entry group, select None for the Type.
4. Click OK to let the application configure the remaining fields in the dialog.

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 Creating operator pictures in DeltaV Operate

5. Place the new datalink in the bottom center of the picture.

6. Use the text tool to add the label XV-101/PV.

Create a datalink for the motor setpoint

1. Click the Datalink Stamper button. (You will place this datalink in the bottom left
quadrant of the picture.)
2. Fill in the parameter reference as MTR-101/DC1/SP_D.A_CV.

If you browse for the parameter reference, the system will automatically supply .F
(for floating point) after SP_D. Edit the parameter reference to have .A_CV (for
ASCII) after SP_D.

Tip
Tip Select the Read/Write text data check box in the Browse dialog to make the default datalink
A_CV.

3. On the Datalink dialog box, in the Data Entry group, select None for the Type.
4. Click OK to let the application configure the remaining fields in the dialog box.
5. Place the new datalink in the bottom left quadrant.
6.
Select the datalink, and then click the Data Entry Expert button on the Toolbox.
7. In the Entry Method group, select the Pushbutton tab.
8. Uncheck Get Named Set at Runtime if it is checked.
9. Type STOP in the Open Button Title(0) field.
10. Type START in the Close Button Title(1) field.

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The operator can start and stop the pump motor by clicking the datalink in the
picture.
11. Click OK.
12. Reposition the new datalink, if necessary, in the bottom left quadrant.
13. Use the text tool to add the label MTR-101/SP.
14. Select File > Close to save and close the picture.

It is a good idea to save your picture file any time you do a significant amount of
work on it.

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View the picture in run mode

1. Click Workspace > Switch to Run or press CTRL+W.
2.

Click the Open Main Display button and select TANK101.

If you have a controller configured, the datalinks appear as numbers. The numbers
are not realistic because you do not have any real I/O devices configured. If you have
a placeholder for a controller, the numeric datalinks appear either as symbols (such
as @ or &) or as specified in the User Preferences dialog.
3. Return to configure mode either by right-clicking anywhere in the background of
the picture and then selecting Quick Edit, or by pressing CTRL+W.

Dynamos overview
As you develop a system of operator pictures, you may need to use an object (such as a
pipe, pump, or valve) in more than one picture. You can save such custom-built objects as
reusable graphics called dynamos. If you assign dynamic properties to an object, those
properties are retained when you save it as a dynamo.

In configure mode, DeltaV Operate provides prebuilt dynamo sets containing common
process control objects, such as pumps, that you can paste into your pictures rather than
drawing them yourself. You can modify an existing dynamo and save it in the original set or
in a new set. You will likely want to save your most used dynamos in your own dynamo
sets.

To complete the TANK101 process picture, you will use several different dynamos and
modify their dynamic properties. Following is a brief summary of what you will do in the
next few procedures.

• Add a pump dynamo and animate the color. It will change from red to green to
signal the pump going from off to on.
• Add a tank dynamo with dynamic properties. The tank level will change to show the
gradual discharge of its contents.
• Add a block valve and regulatory valve. The valves will change color to show their
state (closed or open).
• Add pipes to connect the other objects. These could also be made to change color,
but you will not assign dynamic properties in the example.

The picture will look something like the following figure. Use this as a guideline for placing
objects on your picture.

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Creating operator pictures in DeltaV Operate

If DeltaV Operate is not open, open it in configure mode, expand the Pictures folder in the
system tree, and then double-click the tank picture file, TANK101.

Create a pump using a dynamo

1. From the system tree in configure mode, expand the Dynamo Sets folder, and then
double-click PumpsAnim.

The dynamo set opens at the bottom of your screen.

2. Back in the system tree, expand the PumpsAnim folder, and then select
PumpAnimVertA1.

The dynamo PumpAnimVertA1 is highlighted in the Dynamo Set at the bottom the
screen.
3. Select PumpAnimVertA1 and drag it onto the picture. (Alternatively, you can drag
the dynamo name from the system tree onto the picture.)

Because this dynamo has animation properties, you are asked if you want to
animate the pump color.

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 Creating operator pictures in DeltaV Operate

We will animate the pump color so it changes from red to green when the pump
goes from Stop to Start.
4. Select the Animate Pump Color check box.

The Color By dialog opens.

5. Browse for MTR-101/DC1/SP_D/CV as the Data Source (digital tag) for the pump.
6. Select Exact Match.
7. In the Color Threshold group, click the Delete Row button, and then delete all but two
rows.
8. Set the value in the first row to 0.00, click the color bar, and then select red.
9. Set the value in the second row to 1.00, click the color bar, and then select green.

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10. Click OK in both dialogs.

The pump is placed on the picture.

Create a tank using a dynamo

Now you will add a tank that, in run mode, is supposed to show the level of the product in
the tank by changing color. (This will not actually happen, since we do not have a working
system with I/O.)

1. First, close the PumpsAnim dynamo set by selecting and right-clicking PumpsAnim in
the system tree, and then selecting Close.
2. Double-click the TanksAnim1 dynamo set in the system tree to open the dynamo set.
3. Drag the tank labeled TankWDoorD1 to your picture, placing it a little above the
motor, as in the figure shown earlier.
4. On the Tank Dynamo dialog, browse for the following tag for the tank level.

LI-101/AI1/PV/CV

The system automatically adds .F_CV as the field.

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 Creating operator pictures in DeltaV Operate

5. In the Input Ranges group, select Fetch Limits from Data Source.
6. Click OK.

The tank is placed on the picture.

7. Close the TanksAnim1 dynamo set.

Finishing the process picture

For other parts of the picture, use the dynamos in the following table and arrange them as
shown in the earlier illustration of the process graphic. Be sure to read the table footnotes
for the block valve and regulatory valve. The topic on creating a pump using a dynamo
explains how to animate the color for the regulatory valve if you have forgotten how to do
so.

Parameter Reference for Dynamic

Item Properties Dynamo Set Dynamo
Pipes No dynamic properties Pipes As needed
Block valve XV-101/DC1/PV_D/CV ValvesAnim ValveHorizontalOnOff1(1)

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Parameter Reference for Dynamic

Item Properties Dynamo Set Dynamo
Regulatory FIC-101/PID1/PV/CV ValvesAnim ValveHorizontalCon-
valve trol1(2)

(1) In the Valve Dynamo dialog for the block valve, choose Animate Valve Color, and set two colors, as you did
earlier for the Pump Dynamo.
(2) In the Valve Dynamo dialog for the regulatory valve, choose Animate Valve Color. In the Color By dialog, choose
Color by Current Value. Under the Color Threshold, select Range and set the colors as follows: 0-50 is red; 50-100
is green.

You can resize a pipe by selecting the pipe, dragging one of its resizing handles, and
releasing the mouse button. In fact, you can resize any graphic object, including text, by
dragging the side or corner handles.

Related information

Create a pump using a dynamo

Add the remaining dynamos to the process picture

This procedure shows a suggested order for creating the objects. You can create them in
any order you want.

1. Add the vertical pipe to connect the tank and motor. Add an elbow pipe section to
connect the motor to the horizontal pipe. Move and resize objects as necessary.
2. Add the block valve (for XV-101) according to the information in the table.
3. Add a pipe to connect the pump and block valve.
4. Add the regulatory valve for the control loop (FIC-101).
5. Add two sections of pipe between the block valve and regulatory valve by copying
and pasting (or duplicating) the existing section of horizontal pipe. Right-click, and
then use the context menu to select your editing choices.
6. Using the Line tool, draw short vertical lines to indicate the orifice plate measuring
the flow.
7. Rearrange your datalinks so that your picture looks like the image in the dynamos
overview topic. Add text labels as shown.

Related information

Dynamos overview

Trend links and trend charts

Trend links are used to provide real-time trend charts in run mode. The links can use trend
data from any floating-point database field (.F_). You add charts by selecting the chart tool
from the Toolbox. The chart tool gives you control over the layout, pen color definition,
and so on.

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Add a 3-pen chart

1.
Click the Chart button on the Toolbox, and then move the cursor onto the
picture.

The cursor turns into a cross-hair.

2. Click the mouse and drag it to form a rectangle. (Refer to the illustration of the
process graphic to size the rectangle.)
3. Release the mouse button to place the chart on the picture.
4. Select the chart and move it to the upper right corner of your working area.
5. Select and right-click the chart, select Chart Configuration, and then click the Chart tab.
6. To configure each of the pens with the following parameter paths, click the Add
Pen button, and then select them from the pulldown list:

DVSYS.FIC-101/PID1/PV.F_CV

DVSYS.FIC-101/PID1/SP.F_CV

DVSYS.FIC-101/PID1/OUT.F_CV
7. Select and delete the default pen (FIX32.NODE.TAG.F_CV) from the Pen List area
when you originally opened the Chart Configuration dialog.
8. Click the Y-Axis tab, and then change the title to Flow.
9. Enable the Apply to All Pens field.

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10. Click the X-Axis tab, and then change the title to Time.
11. Take all other defaults or experiment with the settings, and then click OK.

The chart is placed on the picture.

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12. Save the picture.

Setting previous and next pictures

At the beginning of this chapter, we talked about picture hierarchies and linking pictures
to make it easy for the operator to go through a series of related pictures in a defined
order. You set the order by setting the Next and Previous Pictures in the Picture dialog. The
operator can go forward and back through the defined sequence by clicking the arrow
buttons that are standard in the main template.

By default, the Overview button on the DeltaV opening picture is connected to a standard
Overview picture. In our example, the hierarchy for the tank process will consist of a simple
loop connecting the TANK101 picture to a copy of the standard Overview picture. If we
also connected the main DeltaV opening picture to our copy of the standard Overview
picture, the organization of pictures would look as follows:

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In a more complex system, this horizontal loop might contain a series of tank pictures or
perhaps a progression from a tank picture to a boiler picture to a reactor picture. You can
have a number of these horizontal loops to define sequences of related pictures. It is just a
matter of determining the sequence you want and then setting the Next and Previous
pictures.

In addition, you can have jump-style links, such as pushbuttons, to replace the current
picture with one that is not in the defined sequence. Such links can be placed on your
Overview picture or any other picture.

Set TANK101 as the next picture for the Overview

picture
1. Open the Overview picture (Ovw_ref.grf) in the Pictures folder in the system tree.
(Do not make any changes on this picture.)
2. Save the file as My_Ovw_ref.
3.
Double-click the Next and Previous picture button.
4. For the Next Picture, enter TANK101, and click OK.
5. Save and close the My_Ovw_ref picture.

Link the TANK101 picture with the Overview

1. Open the TANK101 picture in configure mode if it is not already open.
2. Double-click the Previous Picture and Next Picture buttons in the top left corner of the
TANK101 picture.
3. For the Previous Picture, click the ellipsis button next to the Picture Name field.
4. Select My_Ovw_ref.grf, and then click Open.
5. For the Next Picture, click the question mark button next to the Picture Name field,
select My_Ovw_ref.grf, and then click Open.

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6. Click OK in the Previous/Next Picture dialog.

7. Save the picture by selecting File > Save.

Starting the SFC

After creating the control modules to monitor and control the equipment and flow loop,
you created a Sequential Function Chart to automate the discharge process. Now you
need a way to enable the operator to start the SFC.

There are a number of ways to do this. For instance, you can add another datalink that
allows data entry, with the choices of START and STOP.

Another simple method is to put a push button on the TANK101 operator picture.

Create a push button to start the SFC

This procedure explains how to use the DeltaV Operate interface to create a push button
to start the SFC. Another way to assign the Start command to the push button is to select
and right-click the push button, select Edit Script, and then edit the Visual Basic script for
the Push Button object.

1. On the DeltaV Operate Configure menu bar, click Insert > Push Button.
2. Move the push button to a blank area near the link named FIC-101/MODE.
3.
Click the Text tool on the Toolbox and type the text to appear on the button:
Start Discharge.
4. Resize the push button to accommodate the text label. To do this, click the box and
drag its handles.
5.
Select the push button and click the Task Wizard button on the toolbar.

The Task Wizard dialog opens.

6. Select Command as the Task Category and scroll down to Write Value to Tag Expert in the
Tasks list.

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7. Click the Perform Task button.

The Write a Value Expert dialog opens.

8. In the FIX Database Tag field, type or search for:

DVSYS. SFC-START/SP.F_CV
9. Click Numeric and type 1 in the Value field.

This command sets the value for the SFC to 1, which was defined to be the START
value in the SFCCTRL named set.
10. Click OK, and then click Close on the Task Wizard dialog.
11. Save TANK101.
12. Quit DeltaV Operate.

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6 Using DeltaV Operate in run mode

Topics covered in this chapter:
• DeltaV Operate in run mode - overview
• Open DeltaV Operate in run mode
• Learn about the picture layout
• The standard buttons in the main window
• Faceplates and detail displays
• Enter data in user-changeable fields
• Acknowledging alarms
• Practice using DeltaV Operate in run mode

DeltaV Operate in run mode - overview

DeltaV Operate, in run mode, provides a consistent, intuitive environment for process
operation. A standard operator desktop and operating features make it easy to learn how
to use this application.

If you have installed the control modules to a controller, you will see numbers (rather than
symbols) when you go to the TANK101 picture. These numbers will not be realistic unless
you have I/O with actual signals. So, unfortunately, you will not be able to see the tank
discharging its contents or get the full effect of working in an operator environment.

Open DeltaV Operate in run mode

Click Start > DeltaV > Operator > DeltaV Operate Run.

DeltaV Operate opens in run mode, displaying the DeltaV startup screen.

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Tip

If your picture does not line up correctly with the Toolbar and Alarm Banner, click the Reset
Layout button to fix the layout.

Learn about the picture layout

•
Click the small black question mark in the upper right corner to display a help
system description of the Toolbar buttons.

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 Using DeltaV Operate in run mode

•
Click the Close button in the upper right corner of the help window to close the
help window.
• Click the small question mark in the lower right corner to see a description of the
fields in the Alarm Banner at the bottom of the screen.
• Click the Close button in the upper right corner to close the help window.
•

Click the DeltaV Utilities button on the Toolbar.

This button opens a toolbar that contains links to other DeltaV applications (FlexLock,
DeltaV Explorer, Control Studio, Recipe Studio, DeltaV Books Online, and DeltaV Operate
Pictures Help).

Click the Books Online button to open it. The DeltaV Operate section is titled
"Operator Basics and Graphics Configuration."
• Click the Close button in the upper right corner of the Books Online window to close
that application.
• In the DeltaV Operate opening window, click Overview in the upper right corner to go
to the Overview picture.
•

To switch to the copy you created of the standard Overview picture, click the
Open button on the Toolbar, and then select My_Ovw_ref from the Replace Main
Picture list. Click the Enter button.
• To open the TANK101 picture, click the Next Picture button in the upper left corner of
the Overview screen. If opening the TANK101 picture results in a Warning message
about a data retrieval error, click the Skip All button.

Open the main history list

The Main field in the Toolbar lists the name of the current picture. Operators can go quickly
to another picture by clicking its name in the Main History list.

1. Click the arrow next to the Main field.

This opens a list of the pictures recently visited.

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2. Click the Pushpin button in the top left corner.

Tip
The Pushpin button at the top of the Main History list is a toggle switch for keeping the Main
History list open after a selection is made. The Lock button locks the list, and the Close button
closes the list. You can predefine a Display History list and lock it using the UserSettings file.

3. Click DeltaV.
4. Click TANK101 to return to the process graphic.

Related information

Developing a picture hierarchy

The standard buttons in the main window

The five buttons in the upper left corner are standard for all pictures created with the main
template.

Navigates from the current picture to those defined as Previous and Next.

Shows the faceplate associated with the selected link.

Shows the detail display associated with the selected link.

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Replaces the current main picture with the primary control picture for the selected
link.

Faceplates and detail displays

The faceplate provides access to the most important operating parameters of a module.
The detail display provides access to almost all tuning parameters and diagnostic
information. DeltaV Library module templates have prebuilt, standard faceplates, detail
displays, and trend displays.

To open a faceplate or detail display for a module, select a datalink for the module and
then click the Faceplate or Detail button in the upper left corner of the main window.

If the module does not have a selectable link, click the large Faceplate or Detail button in the
main Toolbar. A dialog opens in which you can enter the module name. The appropriate
faceplate or detail display pops up and the module name is added to the Module History
list, which is similar to the Display History list. This list lets you select, for any module listed,
the faceplate, detail display, or primary control picture. Like the Display History list, the
Module History list can be prepopulated and locked using the User Settings file.

Note
If you used a placeholder for a controller to do the tutorial, you will not be able to view faceplates or
detail displays as described in this section.

Open a faceplate and a detail display

1. Click the link for FIC-101/SP.

Note that the currently selected link is now displayed in the upper right corner of the
picture.
2.
Click the Faceplate button to open the faceplate for the module.

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At the bottom of the faceplate, notice that the Detail button has a blinking line under
it. This indicates there is a problem with the module (in this case, there is no I/O).
3. Change the mode to Auto by clicking the AUTO button on the faceplate.
4. Change the setpoint by moving the slider bar (large white triangle) to a new value.
5. Close the faceplate.

Tip

The Trend button at the bottom of the faceplate opens the prebuilt, module-specific
trend display for any module created from a DeltaV Library template.

6.
Open the detail display by clicking the Detail button on the faceplate or the
main picture.

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On the detail display, the operator can change tuning parameters (such as gain and
reset), change high and low limits, and enable or disable alarms, if these have been
configured as changeable.
7. Close the detail display.

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Enter data in user-changeable fields

Some of the data links on the TANK101 picture were set up to allow changes by the
operator. When you move your pointer over these fields, they are highlighted in a box. To
make a change, click the field, type in a new value, and press Enter.

1. Click the value for the data link for the loop setpoint.

The value is highlighted.

2. Type a new value, such as 50, and press RETURN.

If you used a placeholder for a controller to do the tutorial, you will not be able to
change this value.

Acknowledging alarms
If there are any alarms associated with a control module and an alarm occurs during
operation of the process, the module name will be displayed in the Alarm Banner at the
bottom of the operator's screen. Alarms have a descending priority of Critical, Warning, or
Advisory and a status of acknowledged or unacknowledged. Unacknowledged alarms are
more important than acknowledged alarms. For alarms with equal priority and status,
alarms with a more recent timestamp are more important than older alarms. Depending
on the screen resolution, the five or six most important alarms are displayed on the Alarm
Banner. Selecting the small button to the right of an alarm button displays additional
information about the alarm in the line below the alarm buttons.

You can click an alarm button to go immediately to the primary control picture for the
associated module.

To acknowledge alarms, do either of the following:

• Click the large Alarm button in the lower right corner of the Alarm Banner to
acknowledge alarms in the main picture.
• Click the Alarm button at the bottom of the module faceplate to acknowledge all
alarms for that module.

If there is an audible alarm, click the Silence Horn button to silence the alarm. This
does not, however, acknowledge the alarm.

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In addition to the alarms displayed on the process graphics, a standard alarm list shows all
active alarms and their priorities. To see the alarm list, do either of the following:

Click the Alarm List button on the Toolbar.

•

Click the Open button on the Toolbar, and then select AlarmList from the
Replace dialog box.

Practice using DeltaV Operate in run mode

This chapter briefly introduced a few of the features in DeltaV Operate run mode. Take a
few minutes to get more acquainted with the application. Change some data values, click
buttons on the faceplates, call up the help system and DeltaV Books Online, and skim
through the DeltaV Books Online table of contents. When you are done, close DeltaV
Operate.

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 Collecting and displaying data

7 Collecting and displaying data

Topics covered in this chapter:
• Data collection and display - overview
• Collecting history data
• Continuous Historian and Alarms and Events subsystems overview
• Assign TANK-101 to the Continuous Historian subsystem
• Enable history collection in the workstation
• Download the workstation
• Viewing history data

Data collection and display - overview

The DeltaV system supports the collection of user-specified parameter field values, alarms,
and events for long-term storage, retrieval, and presentation. There are three main
aspects of historical data collection and presentation:

• Detection by defining history collection in the modules and nodes

• Storage by the Continuous Historian subsystem
• Presentation through the Process History View application

The DeltaV system also lets you export data to the Microsoft Excel spreadsheet software so
that you can use that application's extensive analysis and reporting features.

Collecting history data

The history collection function defines the module or node parameters that are monitored
and stored in the DeltaV Continuous Historian.

History collection is an integral part of a module. If you copy a module that has history
collection, the new module includes the history collection. This enables you to set up
history collection for key parameters and copy the module for similar applications. Library
modules include history collection so that you do not have to set up history collection
when you copy a library module to an area. You can add additional history collection to a
library module.

In earlier exercises, you set up history collection in Control Studio for the module that you
created from scratch (LI-101) and acquired history collection for the other modules that
you copied from the Library.

Related information

Add history collection to the PV parameter

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Continuous Historian and Alarms and Events

subsystems overview
Each workstation includes a Continuous Historian subsystem that detects and stores
historical data and an Alarms and Events subsystem that detects and stores system events
and alarms. The Continuous Historian subsystem monitors modules for history collection
on an area basis and the Alarms and Events subsystem monitors for events and alarms on
an area basis. If you move a module from one area to another, history collection moves
with the module. For example, if a Continuous Historian subsystem is collecting historical
data from a module in AREA1, and you move another module to AREA1, all the history
collection for that module is automatically added to the AREA1 Continuous Historian
subsystem.

You can establish duplicate data acquisition and storage by assigning an area to two or
more Continuous Historian subsystems.

You must assign the areas from which you want to collect history to the subsystems,
enable history collection on the workstation, and download the workstation through
DeltaV Explorer to activate the subsystems and view the data. You can set up history
collection for modules using either DeltaV Explorer or Control Studio.

In the following procedures we will assign area TANK-101 to the Continuous Historian and
Alarms and Events subsystems, enable history and events collection on the workstation,
download the workstation, and view the data with the Process History View application.

Assign TANK-101 to the Continuous Historian

subsystem
Assigning an area to a Continuous Historian subsystem allows the subsystem to collect
historical data from the modules in that area. Assigning an area to the Alarms and Events
subsystem allows the subsystem to collect alarms and events. Perform the following steps
to assign TANK-101 to both subsystems:

1. Open or restore DeltaV Explorer.

2. Navigate to the workstation where the events and process data for the area will be
stored.
3. Double-click the workstation to expand its contents.

A number of icons, including an Operator icon, an Alarms and Events icon, a Continuous
Historian icon, and a Batch Historian icon, are listed under the workstation.
4. Select Continuous Historian.
5. Right-click, select Assign Area, and then browse for TANK-101.

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6. Click OK in the Browse dialog.

7. Select Alarms and Events.
8. Right-click, select Assign Area, and then browse for TANK-101.
9. Click OK in the Browse dialog.

A confirmation dialog instructs you to download the workstation's setup data and
then log off and back on to add the area to the Alarm Banner. Click Yes in this dialog.

TANK-101 appears in the Contents View for the Continuous Historian and Alarms and
Events subsystems. The Continuous Historian subsystem will collect historical data
from the modules in plant area TANK-101, and the Alarms and Events subsystem will
collect alarms and events in plant area TANK-101.

The next step is to enable history collection on the workstation.

Enable history collection in the workstation

1. Under the Workstation, click the Continuous Historian subsystem.
2. Right-click, and then select Properties.

The Continuous Historian Properties dialog opens.

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3. Click the Enabled check box if it is unchecked.

4. Click the Advanced tab.

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This tab enables you to set the maximum size and time span for the historical
database as well as the size of historical data sets. You can also set up automatic
export of historical data sets by enabling that feature and then setting a valid
directory path on the workstation, outside the DeltaV system. We will not make any
changes on this tab.
5. Click OK.

Enable history collection from the Alarms and Events

subsystem
1. Under the Workstation, click the Alarms and Events subsystem.
2. Right-click, and then select Properties.

The Alarms and Events Properties dialog opens.

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3. Click Enabled if it is not already selected.

4. Click the Advanced tab.
5. Set the Current Event History Data Set Total Storage Target to 250 megabytes.
6. Click OK.

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Download the workstation

1. Select and right-click the workstation you want to download.
2. Click Download > ProfessionalPlus Station.
3. Read the message and, if you are sure that the workstation is not controlling a
process, click Yes to acknowledge the message. (Accept the default option to verify
the configuration.)

A window opens showing the progress of the download and providing information
about any problems encountered.

4. Click Close to close the dialog.

We assigned area TANK-101 to the Continuous Historian and Alarms and Events
subsystems, enabled history and events collection on the workstation, and
downloaded the workstation. Now we will use the Process History View application
to view the data.

Related information

DeltaV Explorer overview

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Viewing history data

Now that you have defined the data you want collected and told the system to start
collecting it, you can create a chart to plot the module trends and show events. There are
three types of Process History documents:

• E +Chart - shows module trends plotted on a graph and historical events displayed in
a grid
• Chart - shows only module trends plotted on a graph
• Event - shows only historical events displayed in a grid

Open the Process History View application

1. Click Start > DeltaV > Operator > Process History View.
2. Select File > New.
3. Click the E +Chart button in the New dialog.

The Configure Chart dialog opens.

4. Click the Add button, and then click the Browse button in the Parameter Reference
Entry dialog.

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5. Select Module Parameters in the Object Type field, and then browse in the TANK-101
area for FIC-101/PID1/PV.CV to plot the value of the outlet flow.

6. Click OK in the Parameter Reference Entry dialog.

7. In the Configure Chart dialog, click Add, and then browse for LI-101/AI1/PV.CV to
plot the value of the tank level in the tank process.
8. Click OK.
9. Click the New Axis check box for LI-101/AI1/PV.CV.

10. Click the Multiple Y-Axes tab.

11. Click the down arrow and select 50/50 in the Axis styles box to create two Y scales to
plot the data values.

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12. Click the Configure Chart tab, and enter MYGRAPH as the Graph Title.
13. Click OK to close the Configure Chart dialog.

The graph appears, showing module trends for the two parameter references, as
well as the events in area TANK-101.

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The Process History View application has numerous graph configuration options and
event filtering options that are described in the Online Help.

Tip
Click Trend > Plot Method to change the line style.

14. Quit the Process History View application. Save if you are prompted to do so.

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 Configuring the hardware, loading and assigning licenses, and setting up user accounts

8 Configuring the hardware, loading

and assigning licenses, and setting up
user accounts
Topics covered in this chapter:
• Configuring the hardware
• Configuring DeltaV workstations
• DeltaV software license types
• Loading and assigning licenses
• Configuring other workstations
• Configuring the controller node
• Configuring I/O channels
• Downloading the controller configuration
• Setting up the first user account

Configuring the hardware

After physically connecting the hardware, you need to configure the hardware so that the
DeltaV system can get the controllers, workstations, and I/O working together and
working with the DeltaV software. As soon as you have configured your first workstation,
you need to set up a user account using DeltaV User Manager, described later in this
section.

Important
The first user must log into Windows using an administrator account. The computer comes with
either Administrator (on server class computers) or Emerson (on workstation class computers) as the
default administrator account. The procedure for the first user's logon differs between workgroups
and domains. Refer to the important information in Setting up the first user account for instructions.

In this section, you will learn how to configure the controller and workstation nodes and
the I/O. Hardware should be connected and running before you configure it. Refer to the
hardware installation topics in DeltaV Books Online if you need information about
installing hardware.

Look at the DeltaV Explorer screen below to see how the controllers, workstations, and I/O
fit into the overall structure of a DeltaV process system. The numbers show the typical
sequence for configuring the hardware.

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Related information

Setting up the first user account

Configuring DeltaV workstations

The DeltaV system provides a Workstation Configuration application that steps you
through the procedure for configuring the workstations in your system. This application
must run on a workstation the first time it is used as a DeltaV workstation.

You must configure the ProfessionalPLUS workstation first. There can be only one
ProfessionalPLUS workstation in a DeltaV system. If there are other workstations to be
configured, you must create a workstation configuration file from the ProfessionalPLUS to
configure those workstations.

The specific steps that you take to configure the ProfessionalPLUS workstation vary
depending upon the configuration options that you choose. Refer to the Workstation
Configuration online help as you configure your workstations. Click the Help button or use
the context sensitive help to access additional information. Most of the screens are self-
explanatory and easy to fill out.

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Basically, configuring a ProfessionalPLUS workstation consists of defining the workstation

as the ProfessionalPLUS (without changing the name of the workstation), and making
network settings. Configuring other workstations involves a few additional steps.

After you configure the workstations, you will load and assign licenses and download the
workstations in DeltaV Explorer.

Open the DeltaV Workstation Configuration application

When you start up a workstation for the first time, the DeltaV Workstation Configuration
application opens automatically. If you elect not to configure the workstation right away,
then you will need to open the application from the DeltaV program group when you are
ready to perform the configuration. You cannot do any work with the DeltaV system until
the workstation is configured. The Workstation Configuration application guides you
through the process of configuring the ProfessionalPLUS. Remember to refer to the online
help for complete information on configuring the ProfessionalPLUS workstation. The
Workstation Configuration application sets up the workstation's network settings and
creates the initial database to hold the DeltaV system configuration. This process may take
several minutes to complete. You are instructed to restart your computer for the
configuration changes to take effect.

Important
If your workstation has already been configured, do not repeat this procedure.

1. Click Start > DeltaV > Installation > DeltaV Workstation Configuration.

The initial screen appears.

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2. Click the Help button to familiarize yourself with the application. When you are ready
to begin the configuration, click Next.
3. Select ProfessionalPLUS workstation, and then click Next.

DeltaV software license types

Before you can download your DeltaV software configuration, you must connect the
System Identifier to the ProfessionalPLUS workstation, load your licenses on the
ProfessionalPLUS workstation from a license disk, and assign licenses to the workstations
and controllers in your DeltaV network. Before loading and assigning your licenses, take a
few minutes to read the next sections about DeltaV software licenses.

System software

Major system software versions require a license. A major version is one in which the first
digit in the version number changes from the previous version. A Major Version License is
required when you upgrade from one major version to another and for first-time
installations.

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Controller software

Controller software for continuous control is licensed through four I/O-based, system-wide
licenses. For batch control, a fifth system-wide license is added; it is the Advanced Unit
Management license. The system-wide licenses are assigned to the ProfessionalPLUS
workstation and determine both the functionality available in every controller in the
system and the potential size of the system. System size is expressed in Device Signal Tags
(DSTs).

When purchasing controller licenses, it is necessary to understand the difference between

the four I/O-based licenses, which are:

• Discrete Monitor Input

• Discrete Control Output
• Analog Monitor Input
• Analog Control Output

For the controllers in your system, select specific DST sizes of the four I/O-based licenses
by counting the number of discrete inputs, discrete outputs, analog inputs, and analog
outputs required for your process.

Purchase each license with a DST size equal to or greater than the total number of input or
output signals it represents. For example, purchase a 100-DST Discrete Monitor Input
license to bring up to 100 discrete inputs into the controller(s). Or purchase a 100-DST
Analog Control Output license to get up to 100 analog outputs from the controller(s). The
licenses allow input and output signals through conventional I/O, bus I/O, or Serial I/O.
DeltaV Books Online provides a more detailed definition of the system-wide controller
licenses.

For batch systems, the number of licenses required is based on the number of class-based
unit modules under process cells. Advanced Unit Management licenses are sized based on
the number of class-based unit modules configured in the system.

You also specify the total number of DSTs (the sum of all DSTs associated with the four I/O-
based licenses) when selecting a ProfessionalPLUS license.

Each pair of redundant controllers requires a separate redundant controller license.

Workstation software

When you install DeltaV Software on a PC or server, the installation wizard enables you to
define the PC or server as one of three node types: ProfessionalPLUS, Operator, or
Application. After the software installation is complete, you determine the functionality
and size of the workstation with software licenses. Key licenses are bundled in software
suites. Each suite enables the use of specific functions and applications as defined in the
product data sheets. The following table defines which software suites can be assigned to
each of the three node types:

Workstation Node Type Supported Software Licenses

ProfessionalPLUS workstation ProfessionalPLUS license suite, DeltaV Experience license

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Workstation Node Type Supported Software Licenses

Operator Station Base license suite, Maintenance license suite, Professional license
suite, View-only license suite, and Operator license suite
Application Station Application license suite

After you install a license suite, you can install Add-on and Scale-up licenses. Add-on
licenses add new licensed features and functionality to the initial license and Scale-up
licenses increase the capacity of an existing license feature.

Seat licenses bundle existing licenses for continuous and batch engineering functions.
Some variations of the seat licenses support floating license capability and temporary
license capability. Floating licenses enable users to have full use of engineering tools on
workstations that have license suites that do not include those tools.

To expand the DST capacity of a workstation that has the DeltaV Experience license
assigned, you must first assign a ProfessionalPLUS license suite. Assigning a
ProfessionalPLUS license suite uninstalls the DeltaV Experience license and enables you to
assign I/O-based and Scale-up licenses.

Batch software

Batch licenses are sized by the number of class-based Unit Modules configured for use in
batch control.

Loading and assigning licenses

Use DeltaV Explorer from the ProfessionalPLUS workstation to load the licenses from the
license disk (located in the License Pack), and then assign the licenses to nodes.

Tip
Be sure that the System Identifier (also located in the License Pack) is connected to the
ProfessionalPLUS workstation, and be sure to have the license disk ready. To verify that the System
Identifier is connected to the workstation, select Help > About in any DeltaV application.

Load licenses
From the ProfessionalPLUS workstation:

1. Click Start > DeltaV > Engineering > DeltaV Explorer to open DeltaV Explorer.
2. Insert the license disk into the drive.
3. In DeltaV Explorer, select File > Licensing > Load License File.

The Load License dialog opens.

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4. Select the license file to load, and then click Open.

Tip
You can also select System Configuration > Setup > Licenses in the left pane of the Explorer, right-
click, and then select Load License File.

5. Read the information in the Terms and Conditions dialog and, if you agree, enter the
requested information, and then click Next. If you do not agree, return the license
disk and System Identifier to Emerson Automation Solutions.
6. Fill in the User Contact Information dialog, and then click Next.
7. Fill in the End User Company Information dialog, and then click Next.
8. Read the information in the Registration dialog, and then click Finish.
9. The licenses are loaded into the License folder. Select System Configuration > Setup >
Licenses to view the licenses.

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10. Now you can assign the licenses to nodes.

11. Consider creating a backup copy of the license file. Select File > Licensing > Create
License File to create a backup copy of the licenses.

Note
Your licenses are exported if you completely export your DeltaV system.

Assign licenses to nodes

After the licenses are loaded, you assign them to nodes (workstations and controllers).
Typically, controllers require one license (unless you purchase Scale-up licenses for the
controller) and workstations require one or more licenses.

1. Select and right-click the node, and then select Licensing > Assign License.

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A dialog opens showing only the compatible licenses for that node. Because the
selected node is a controller node, multiple types of licenses are compatible with it,
as shown in the following figure.

2. Select the licenses that you want to assign to the node, and then click OK.

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View license details

1. Select and right-click the node for which you want to see license details.
2. Select Properties from the context menu, and then click the Licensing tab.

The Licensing Properties page shows the assigned license features and the number
of features (DSTs, items, and devices) configured on the node.
3. Click the Licensing Details button to see details on the license features included on
each license.

There are two other ways to assign licenses:

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• Open the Licenses folder (under System Configuration > Setup), drag a license from
the list, and drop it onto a node. When you drag a license from the licenses folder
onto a node, you must choose the license from the entire license pool.
• Select and right-click the Licenses folder (under System Configuration > Setup), and
then use the license's context menu to assign the license to a node. When you
assign a license using the license's context menu, you are given a list of
compatible nodes for the license.

Now that you have assigned your licenses, you can download the configuration for
your workstations and controllers.

Download the ProfessionalPLUS workstation

When you have finished configuring the workstation and assigning licenses, you need to
download the configuration. Before you download, make sure the System Identifier has
been connected to the ProfessionalPLUS workstation.

1. Start DeltaV Explorer by clicking Start > DeltaV > Engineering > DeltaV Explorer.
2. Under Control Network, select and right-click the workstation, and then select Download
> ProfessionalPlus Station from the menu.

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3. Read the message and, if you are sure that the workstation is not controlling a
process, click Yes to acknowledge the message and accept the defaults in the
Confirm Download dialog.

A window opens showing the progress of the download and providing information
about any problems encountered.
4. Click Download Anyway if the Configuration Check Results message box appears.

Because you have not assigned I/O, you will probably get some configuration
messages.

5. Click Close to close the Download dialog.

Configuring other workstations

Before configuring other workstations, you must add their names to your Control Network
in DeltaV Explorer. Then create a workstation configuration file from the ProfessionalPLUS
workstation to configure the other workstations.

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You must connect the ProfessionalPLUS and other workstations to the network before
running DeltaV Workstation Configuration. Workstations must be able to communicate
with the ProfessionalPLUS workstation for a successful download.

Add other workstations to the system in DeltaV Explorer

1. On the ProfessionalPLUS workstation, open DeltaV Explorer.
2. Select and right-click Control Network.
3. From the context menu, select New > Operator Station.

The Node Properties dialog opens.

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4. On the General tab, enter the name for the Operator Station. For remote nodes, the
new workstation node names must be the same as the Windows names for those
machines.
5. Accept the default settings, and then click OK. By default, the new workstation is
created with DeltaV network redundancy enabled. If your DeltaV system uses a
simplex network, deselect Enable network redundancy for this node.

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6. The new workstation node appears under Control Network.

Create a workstation configuration file

If you do not create a workstation configuration file immediately after adding workstations
to the system in DeltaV Explorer, you will need to create one later.

Perform the following steps on the ProfessionalPLUS workstation to create a workstation

configuration file. You can save the file to removable media or to an accessible network
location.

1. Open DeltaV Explorer if it is not already open.

2. Select and right-click Physical Network.

A context menu appears.

3. Select Create Station Configuration File from the context menu.

A dialog appears for you to specify the file name and destination. The default name
for the workstation configuration file is DevData.cfg.

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4. Select a location to save the workstation configuration file, and then click Save.

Configure other workstations

Perform the following steps on the other workstations:

1. Open the Workstation Configuration application by clicking Start > DeltaV > Installation
> DeltaV Workstation Configuration.
2. Click Next on the opening screen.
3. Select Other Workstation and then click Next to continue.

The Workstation Configuration application guides you through the process of configuring
the workstation. Remember to refer to the online help. This process may take several
minutes to complete. You are instructed to restart your computer for the configuration
changes to take effect.

If you have more workstations to configure, repeat this procedure on each workstation
using the same workstation configuration file.

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When you have finished configuring the workstations, you need to download each
workstation's configuration.

Related information

Download the ProfessionalPLUS workstation

Configuring the controller node

You can configure controllers and I/O before the hardware is connected. By configuring a
controller placeholder, you can perform most of your hardware configuration offline. After
you have physically connected the controller, you can easily assign it to the placeholder.

For information about connecting your hardware, refer to the hardware installation and
reference manuals in DeltaV Books Online. At startup, the DeltaV system detects all
connected controllers and lists them in DeltaV Explorer as decommissioned controllers. At
that point you can drag a decommissioned controller to your control network or to a
specific controller placeholder that you have configured in advance.

If you want to do the tutorials that appear in previous sections of this book, you can set up
a controller placeholder called CTLR1 and then configure I/O channels for it according to
the instructions in the next section.

Create a controller placeholder

1. Open DeltaV Explorer on the ProfessionalPLUS workstation.
2. Select and right-click Control Network, then select New > Controller from the context
menu.

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A new controller, named NODE1, is added under the Control Network. The name
appears in the right pane in an edit box, ready for renaming.

Note
A red X next to a controller means that the controller is not communicating.

3. Rename the controller to something meaningful for your system. To do the tutorials
in this guide, name it CTLR1.

View controller properties

(These are general instructions and are not part of the tank process tutorial. If you have a
controller and I/O connected, they are not likely to match the hardware specifications for
the example.)

1. In DeltaV Explorer, select System Configuration > Physical Network > Control Network >
controller placeholder.
2. From the context menu, select Properties.

The Controller Properties dialog appears.

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3. Select an area to associate alarms and events with, and select the check boxes
required for your installation. You do not need to set any values in the Model/
Software Revision group of the dialog box. Accept the defaults. When you
download, the DeltaV system updates the values in this group to reflect the
controller model and software revision in your system.

Locate and configure a connected controller

(These are general instructions and are not part of the tank process tutorial. If you have a
controller and I/O connected, they are not likely to match the hardware specifications for
the example.)

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1. In DeltaV Explorer, select System Configuration > Physical Network > Decommissioned
Nodes.
2. Select the decommissioned controller in the right pane.

3. Drag the decommissioned controller to Control Network or to a specific controller

placeholder. You can also commission a controller by selecting Commission from the
Control Network context menu or the controller's context menu.

If you drag the decommissioned controller to Control Network, a Properties dialog

opens for you to enter a name for the controller. Then you will be asked if you want
to auto-sense the I/O cards. For a new controller, for which you have done no
configuration, you would normally click Yes.

If you drag the decommissioned controller to a placeholder, such as CTLR1, you will
be asked if you want to auto-sense the I/O cards. If you have already configured I/O
cards for the placeholder controller (which you will learn how to do in the next
section), click No. If you click Yes, the auto-sensed cards will be compared to the
ones configured, and any mismatches will be displayed. You can replace any empty
slot with an auto-sensed card. To replace mismatched cards, you must delete the
configured cards.

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Tip
You can identify a decommissioned controller and confirm that it is communicating by
selecting and right-clicking the controller, and then selecting Properties. Select the Controller
tab, and then select Flash lights to make the controller's lights all flash at the same time. You
can then select Stop flashing and click OK to close the dialog.

Important
You can decommission a controller by selecting and right-clicking the controller, and then
selecting Decommission. The left pane still shows the controller name. This placeholder still
contains configuration information, such as I/O Device Tags and assigned modules. Do not
delete the controller placeholder. Deleting a controller placeholder will also delete the I/O
configuration, including any Device Tags assigned to the controller's I/O.

Configuring I/O channels

The next task is to configure your I/O channels. There are several steps. First, you either
auto-sense physically connected cards or add I/O card placeholders using DeltaV Explorer.
Then you enable the channels on the cards and define the Device Tag for each channel.
The Device Tags are the names the DeltaV software uses in the control modules to identify
the input and output instruments and hardware devices like transmitters, valves, and so
on.

In the tank example used in the tutorial, there are four I/O cards installed in the following
order: Analog In, Analog Out, Discrete In, and Discrete Out. If you have a real system set
up, your I/O cards may not have been installed in this order. You may not even have some
of these card types. Therefore, to be able to do the tutorial I/O configuration procedures,
you will need to configure a controller placeholder, as described in the previous section.
You can learn the general I/O card configuration steps by reading this section.

Each I/O card has eight channels, not all of which will necessarily be used. The following
table lists the Device Tags for the tank process examples.

Device
I/O Card I/O Card Type Channel Channel Type Tag Description
C01 Analog In, 8 Ch, 4-20 CH01 Analog In LT-1 Level transmitter
mA, HART
CH02 Analog In FT-1 Flow transmitter
C02 Analog Out, 8 Ch, 4-20 CH02 Analog Out FY-1 Regulatory valve
mA
C03 Discrete In, 8 Ch, 24 CH01 Discrete In XI-1 Confirm motor con-
VDC, Isolated tact
CH02 Discrete In LSC-1 Limit switch-closed
C04 Discrete Out, 8 Ch, 24 CH01 Discrete Out XV-1 Block valve
VDC, High Side
CH02 Discrete Out ZX-1 Motor start contact

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Usually, the I/O cards are already downloaded and auto-sensed when you define the
controller node, and you can go directly to the procedure for configuring the first channel
on the first I/O card. However, if you need to add a card or a placeholder, go to the
procedure for adding a card or placeholder.

Add an I/O card or placeholder

1. In DeltaV Explorer, select System Configuration > Physical Network > Control Network >
CTLR1 > I/O.
2. Right-click I/O and select New Card from the menu.

The Add Card dialog appears.

3. Type a description for the card (such as Analog Input) and confirm or change the slot
position.
4. Select a Card class from the top pull-down list. (The first card is an Analog Input
card.)
5. Select a Card type from the second pull-down list. (The first card is 8 Channel,
4-20mA, HART).

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6. Click OK.
7. Repeat the procedure to add the remaining three cards, using the information from
the table in the topic on configuring I/O channels.

Configure the first channel on the first I/O card

1. In the DeltaV Explorer, select System Configuration > Physical Network > Control Network >
CTLR1 > I/O.

The right pane lists the I/O cards.

2.
Click the I/O configuration button on the toolbar (or right-click I/O , and then select
Configure I/O from the menu).

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The I/O Configuration window opens, displaying a list of the eight channels available
on all the I/O cards. The default channel names are CH01 through CH08.

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3. For the first card (C01), select CH01, the first channel.
4. Double-click CH01 (or right-click, and then select Properties from the menu).

The Channel Properties dialog appears.

5. Select Enabled.
6. Enter a description of the channel, for example, Level Transmitter.
7. Enter a Device Tag in the Device Tag field, for example, LT-1.

The Channel Properties dialog now looks like this:

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8. Click OK.

Configure the remaining cards and channels

1. Repeat the procedure (steps 3 through 8), substituting the appropriate information
from the table in the topic on configuring I/O channels.

Tip
To enable a contiguous group of channels, hold down the SHIFT key, select the channels,
select Properties from the context menu, and then click Enable. To enable individual channels,
hold down the CTRL key, select the channels, select Properties from the context menu, and
then click Enable.

If there is a printer handy, you can print a copy of your I/O configuration by clicking the Print
button on the toolbar.

2. Close the I/O Configuration window.

Downloading the controller configuration

After configuring the I/O cards and channels and assigning the controller licenses, you
need to download the controller configuration. (You can only do this for a real controller,
not a controller placeholder.)

Do not download configuration information to an operational system unless you know

how the changes will affect the system.

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Download the controller configuration

1. In DeltaV Explorer, select and right-click the controller, and then select Download >
Controller from the menu.
2. Read any messages that appear and select the appropriate responses.

A window opens showing the progress of the download and providing information
about any problems encountered.
3. When the download is complete, click Close.

Setting up the first user account

The first user who logs in to the system must use a default administrator account. This
account has administration privileges associated with the computer operating system as
well as full access to all DeltaV functions such as configuring hardware, configuring the
process system, making changes to the configuration, and so on.

By default, the computer arrives with at least one of the following administrator accounts:
• Administrator - enabled on server class computers
• Emerson - enabled on workstation class computers

Important
The first user must log into Windows using one of the above listed administrator accounts. The
default password for both accounts is deltav (lowercase). In a workgroup environment, the first user
must change the account password and then change the passwords for the administrator accounts
on the other workstations to match this password. In a domain environment, the first user must
change the password on the primary domain controller, and then, for security purposes, change the
password for the local administrator account to a different password. Then, that user should
configure the ProfessionalPLUS workstation, load and assign licenses, and download that
workstation's configuration.

The Administrator account is disabled during DeltaV installation. You are prompted at that point to
create a new account with administrator privileges.

In a domain environment, include the domain name when you log on to Windows (for
example, domain_name\Emerson). If you do not include the domain name and the user
name exists on the workstation as well as on the domain, the software logs you in as the
local administrator on the workstation rather than the domain administrator user.

There are other default interactive user accounts on your system, such as Operator,
Supervisor, Maintainer, SIS_Configure, and Configure. We recommend creating unique
passwords on these accounts as well.

Before any other users log in to the system, some thought should be given to the overall
user access scheme. If more than just one or two users will be accessing the system, you
may want to limit their ability to change the process configuration or perform downloads.
To do this you need to set up user names and access privileges in the User Manager.

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Open the DeltaV User Manager

1. If you are the very first user after the workstation has been configured, log in as
either Administrator (on server class computers) or Emerson (on workstation class
computers).
2. Click Start > DeltaV > Engineering > User Manager.

The initial screen of the User Manager application appears.

There are a number of default interactive user accounts, including Administrator (or
Emerson on workstation class machines), Configure, Operator, Supervisor, Maintainer,
SIS_Configure, and Guest. Only Administrator (Emerson) has full privileges.

To learn more about User Manager, particularly the specifics of how to limit access to plant
areas and grant configuration/download privileges, read the online help for this system.

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Add a new user

1. Click File > New > User.

The New User dialog appears.

2. Type the Name, usually only the last name, and tab to the next field or click the next
field. Do not press Enter or click the OK button until you have made all your selections
for this user account.

Note
If you press Enter, the new user account is created with all the default settings of Windows and
DeltaV Account types, but no Download or Configure privileges. To add these privileges, you
need to edit the user account properties by clicking the user's name and selecting File >
Properties.

3. Type the Full Name and tab to the next field.

4. You must enter a password and inform the person of the password.
5. Confirm the password in the next field.
6. Select both Account Types.

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DeltaV accounts are global. Windows accounts are specific to each workstation. A
user's DeltaV account is only usable on a workstation when the Windows account is
also enabled for that user on the workstation. You must enable a Windows account
for each DeltaV user on every workstation on which that user runs the DeltaV
system.
7. Select a role for this user. Roles are used to assign users to groups and to assign
permissions and Group Policy Objects.
8. Click the Advanced tab.

9. Fill in any other information as appropriate for your usage environment.

10. If the user should have Download or Configure privileges, click the Keys tab and add
these privileges. (These tabs are described briefly below.)
11. Click OK.
12. Close the User Manager application.

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The Groups and Keys tabs

The Groups tab is where you can assign the user to a user group that has predefined access
privileges. The Keys tab is where you can restrict or grant access to control module
parameters and fields. The locks may be for individual plant areas or across all plant areas.
You do not need to be concerned about either of these tabs until you have more of your
system set up. At some point, however, you will have to specify in detail the locks and
groups. Refer to the Online Help for the User Manager for more information on how to do
this.

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 Download the workstation setup data

9 Download the workstation setup data

After you have made your changes in DeltaV User Manager, you need to download the
workstation setup data.

1. In DeltaV Explorer, select the workstation, right-click it, and select Download > Setup
Data from the menu.
2. Click Yes to confirm the download.
3. A window opens to show the progress of the download and to provide information
about any problems encountered.

You have finished the Physical Network part of the system configuration and set up
your user account. Now you are ready to start configuring the control strategy.

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162
 Index

Index
A Control Studio interface 28
accounts 155 controller
acknowledging alarms 114 configuring 145
Administrator account 155 controller placeholder
alarm banner 51 creating 145
alarms creating modules 43
acknowledging 114
modifying 51 D
Alarms and Events subsystem 118 data collection 117
AREA_A 30 datalinks
areas creating 86
assigning to the Continuous Historian DeltaV Explorer
subsystem 118 opening 19
assigning licenses 134 overview 19
assigning modules to controllers 40 DeltaV help 13, 14
DeltaV Library
C function block templates 22
cards module templates 23
configuring channels 149 DeltaV nodes
channels configuring 129
configuring 149 DeltaV Operate Configure 73
collecting data 117 DeltaV Operate run mode 107
color 83 DeltaV software applications 8
conditions DeltaV User Manager 156
specifying 55 DeltaV Workstation Configuration application 131
configuration DeltaV workstations
controller 145 configuring 130
I/O channels 149 detail displays 111
configuration file 143 domains
configuring DeltaV workstations 130 logging into 155
configuring the hardware 129 downloading
Continuous Historian subsystem ProfessionalPLUS workstation 139
assigning areas to 118 downloading modules 70
control module templates downloading the workstation 123
modifying 34 dynamic properties 84
control modules dynamos 95
creating 43
creating from a library template 32 E
identifying primary control picture associated enable history collection 119
with 38 Expression Assistant 55
verifying 41
control modules used in the tutorial 16
F
control strategy
steps for creating 27 faceplates 111
Control Studio function block templates 22
adding function blocks 44

163
Index

function blocks module termplates

adding in Control Studio 44 copying from the library 31
adding parameters to 46 modules
assigning to controller 40
G creating 43
downloading 70
GPS network time server 24

N
H
Named Sets
hardware configuration 129
creating 60
help 13, 14
Network Time Protocol 24
history collection
network time server 24
enabling on the workstation 119
nodes
history data
configuring 129
viewing 124
NTP 24

I O
I/O
operator pictures
configuring 149
adding color to 83
interlock conditions
creating in DeltaV Operate 73
specifying 57
main history list 109
navigating through the picture hierarchy 77
L operator pictures used in the tutorial 17
library Overview picture 75
function block templates 22
module templates 23 P
license details 138
parameter references 84
licenses
parameter tagnames 57
controller software 132–134
parameters
loading and assigning 134
adding history collection to 46
redundant controllers 132–134
adding to function blocks 46
system software 132–134
picture hierarchy
viewing details 138
navigating through 77
workstation software 132–134
placeholder
links 84
configuring a controller placeholder 145
loading licenses 134
plant areas 30
previous and next pictures
M setting 103
main history list 109 primary control picture 38
main picture template process history 124
opening 80 Process History View 124
Master Time Server ProfessionalPLUS workstation
define 25 downloading 139
modifying alarms 51
module history S
collecting 117
Sequential Function Chart
module parameters
creating 62
adding to function blocks 46
Sequential Function Chart used in the tutorial 17
module templates 23
Sequential Function Charts 59

164
 Index

setting up user accounts 155 U

SFC user accounts
creating 62 setting up 155
SFCs 59 User Manager 156
software applications 8
software licenses 132–134
system time
V
Master Time Server 25 verifying control modules 41
view history data 124
T
tagnames 57
W
tags 57 workstation
tank process used in the tutorial 16 downloading 123, 139
terminology 4 enabling history collection on 119
trend charts 100 Workstation Configuration application 131
trend links 100 workstation configuration file
tutorial creating 143
control modules used 16 workstations
operator pictures used 17 configuring 130
SFC used 17
tank process used 16

165