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Max DPUTools

The maxDPUTOOLS User's Guide provides comprehensive instructions for operating and maintaining Valmet's maxDPU systems, including configuration creation, editing, and management. It covers various features such as importing/exporting data, performing differences, and utilizing custom function blocks. The document serves as an essential resource for users to effectively manage their Valmet equipment and software configurations.

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0% found this document useful (0 votes)

12 views171 pages

Max DPUTools

Uploaded by

mavi0249

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

You are on page 1/ 171

maxDPUTOOLS

User's Guide
278597 Rev. E
Refer to this publication for complete and accurate information that helps you better operate and service Valmet
equipment. Your comments and suggestions are welcome.
Valmet
2750 Morris Road
Lansdale, PA 19446
Attention: Manager, Technical Publications

Copyright 2017 Valmet, Inc.

This document is the exclusive intellectual property of Valmet, Inc. and/or its subsidiaries (collectively “Valmet”) and is
furnished solely for operating and maintaining the supplied equipment and/or software. Use of the document for any
other project or purpose is prohibited. All copyrights to the document are reserved by Valmet. Accordingly, the
document or the information contained therein shall not (whether partly or entirely) be reproduced, copied or disclosed to
a third party without prior written consent of Valmet.

Printed in the United States of America

Valmet •278597 •
Contents

CHAPTER 1 ...................................................................................................................... 1-1

Constructing a Configuration-- an Introduction ......................................................................................................1-1

Overview.................................................................................................................................................................... 1-1
Creating Configurations Using maxDPUTools .................................................................................................. 1-2
Understanding Function Blocks ......................................................................................................................... 1-2
Defining Hardware Resources ............................................................................................................................... 1-2
Distributed Processing Unit ............................................................................................................................... 1-2
Backing Up the DPU ......................................................................................................................................... 1-2
Automatic Failover/Manual Takeover ............................................................................................................... 1-3
Defining maxPAC I/O Modules ......................................................................................................................... 1-3
maxPAC I/O Addressing ................................................................................................................................... 1-4
Creating or Editing the maxPAC I/O Inventory ................................................................................................. 1-4
maxPAC I/O Configuration Rules ..................................................................................................................... 1-4
maxPAC I/O Module Types and Associated Signals ......................................................................................... 1-5
Digital Input Modules ........................................................................................................................................ 1-5
Digital Output Modules ..................................................................................................................................... 1-5
Thermocouple/Millivolt Analog Input Module .................................................................................................. 1-5
Resistance Temperature Detector (RTD) Input Module .................................................................................... 1-6
Analog Output Modules ..................................................................................................................................... 1-6
Four-channel Position Adjusting Type (PAT) ................................................................................................... 1-6
Counter/Timer (Pulse) Module .......................................................................................................................... 1-6
Function block Categories ..................................................................................................................................... 1-7
Understanding Attributes ....................................................................................................................................... 1-8
Understanding Data Types ..................................................................................................................................... 1-9
Boolean .............................................................................................................................................................. 1-9
Integer ................................................................................................................................................................ 1-9
Enumerated ........................................................................................................................................................ 1-9
Float ................................................................................................................................................................... 1-9
String ............................................................................................................................................................... 1-10
Absolute Time.................................................................................................................................................. 1-10
Relative Time................................................................................................................................................... 1-10
Complex Data Type ............................................................................................................................................. 1-10
Standard Complex Data ................................................................................................................................... 1-10
Forceback......................................................................................................................................................... 1-10
Incremental Control Data ................................................................................................................................. 1-11
Family Ties ...................................................................................................................................................... 1-11
Using Hierarchical Groups .................................................................................................................................. 1-11
Copying and Pasting Groups............................................................................................................................ 1-12
Adding a Group ............................................................................................................................................... 1-12
Group Attributes .............................................................................................................................................. 1-12
Setting Group Execution Rates and Priorities .................................................................................................. 1-12
Using Custom Blocks to Create Reusable Functionality...................................................................................... 1-13
Using Templates to Create Reusable Models ...................................................................................................... 1-13

Valmet •278597 •
maxDPUTOOLS User's Guide

CHAPTER 2 ...................................................................................................................... 2-1

Using maxDPUTOOLS to Create a Configuration .................................................................................................. 2-1

Getting Started ...........................................................................................................................................................2-1
Using the maxDPUTOOLS Main Window............................................................................................................2-2
Understanding the Tree View ................................................................................................................................2-3
DPU Tab Tree Directory....................................................................................................................................2-3
maxPAC I/O Family Hardware Tab View .........................................................................................................2-4
MIO Family Hardware Tab View ......................................................................................................................2-5
Custom Tab View ..............................................................................................................................................2-6
Custom Function Block and Template Revision Time .......................................................................................2-6
Template Tab View............................................................................................................................................2-8
Understanding the Tabular Detail View.............................................................................................................2-9
Buffer Type Tabular Detail ................................................................................................................................2-9
Accessing Pop-up Menus .....................................................................................................................................2-11
maxDPUTOOLS Grid Editing Features ..............................................................................................................2-12
Editing Records................................................................................................................................................2-12
Using Tab Key .................................................................................................................................................2-12
Using Auto Editing Features ............................................................................................................................2-12
Using Column Editing Features ...........................................................................................................................2-13
Changing Grid Column Width .........................................................................................................................2-13
Reordering Columns ........................................................................................................................................2-13
Changing Sorted Order of Records ..................................................................................................................2-13
Copying a Column Entry..................................................................................................................................2-14
Using Grid Toolbar ..............................................................................................................................................2-14
Using Grid Toolbar Navigation Buttons ..........................................................................................................2-14
Canceling an Edit .............................................................................................................................................2-14
Saving an Edit ..................................................................................................................................................2-15
Tree View Editing Features .................................................................................................................................2-15
Moving a Single Function block or Group .......................................................................................................2-15
Copying a Single Function block or Group ......................................................................................................2-15
Selecting and Moving Multiple Function blocks or Groups ............................................................................2-16
Selecting and Copying Multiple Function blocks or Groups ...........................................................................2-16
Randomly Selecting and Moving Function blocks ...........................................................................................2-16
Moving and Copying Function blocks between Two Configurations ..............................................................2-17
Using Bookmarks in the Tree ..........................................................................................................................2-18

CHAPTER 3 ...................................................................................................................... 3-1

Creating and Editing a Configuration ...................................................................................................................... 3-1

Valmet •278597 •
Contents

Renaming a Group ........................................................................................................................................... 3-15

Changing the Group Node Relative Index Number ......................................................................................... 3-15
Adding Function blocks to a Group ................................................................................................................. 3-15
Changing Relative Index Number of Controls ................................................................................................. 3-17
Configuring Only Hardware ................................................................................................................................ 3-17
Configuring from the By Type Tabular Detail ................................................................................................. 3-18
Adding Buffer Function blocks from the Hardware Tree Directory ................................................................ 3-19
Using Referencing to Interconnect Controls ........................................................................................................ 3-20
Understanding Referencing.............................................................................................................................. 3-20
Relative Reference Syntax ............................................................................................................................... 3-21
Box Syntax Options ......................................................................................................................................... 3-21
Base HID Syntax Options ................................................................................................................................ 3-22
HID Modifier Syntax Options.......................................................................................................................... 3-22
Point Modifier .................................................................................................................................................. 3-22
Attribute ........................................................................................................................................................... 3-22
Entering References ......................................................................................................................................... 3-23
Exposing Additional Group Attributes/Parameters .............................................................................................. 3-26
Using Cross Referencing to Locate References ................................................................................................... 3-27
Creating Custom Function Blocks ....................................................................................................................... 3-28
Custom Category Designer .............................................................................................................................. 3-30
Data Types ....................................................................................................................................................... 3-32
Custom Enumeration Data Types .................................................................................................................... 3-32
Custom Enumerations Edit Dialog ................................................................................................................... 3-33
Custom Enumerations Detail Edit Dialog ........................................................................................................ 3-34
Custom Data Types .......................................................................................................................................... 3-35
Custom Data Types Edit Dialog ...................................................................................................................... 3-36
Custom Data Types Detail Edit Dialog ............................................................................................................ 3-37
Transferring Custom Functions to Other Configurations ..................................................................................... 3-38
Copying Custom Functions .............................................................................................................................. 3-39
Creating Templates .............................................................................................................................................. 3-40
Validating References .......................................................................................................................................... 3-42
Validating maxPAC I/O Buffers .......................................................................................................................... 3-44
Validating MIO Buffers ....................................................................................................................................... 3-47
Performing Global Edits Using Find And Replace Utility ................................................................................... 3-49
Performing Database Searches............................................................................................................................. 3-50
Searching for Points by Tagname ........................................................................................................................ 3-52
Viewing the I/O Cross Reference Summary Display ........................................................................................... 3-53
Searching for Duplicate Group and Tag Names .................................................................................................. 3-57
Repairing the Database ........................................................................................................................................ 3-57
Using Data Compression ..................................................................................................................................... 3-58
Uploading Online Changes .................................................................................................................................. 3-59
To upload online changes for an individual DPU: ........................................................................................... 3-59
To upload online changes for a selected set of multiple DPUs: ....................................................................... 3-62

CHAPTER 4 ...................................................................................................................... 4-1

Performing Offline Graphical Configuration ...........................................................................................................4-1

v
maxDPUTOOLS User's Guide

Detail Display Editing ........................................................................................................................................4-6

Browse Configuration Selection ........................................................................................................................4-7
Recent History Selection ....................................................................................................................................4-8
Find by TagName Selection ...............................................................................................................................4-9
Saving MN Displays ........................................................................................................................................4-10

CHAPTER 5 ...................................................................................................................... 5-1

Downloading a Configuration.................................................................................................................................... 5-1

CHAPTER 6 ...................................................................................................................... 6-1

Master Configuration Management .......................................................................................................................... 6-1

CHAPTER 7 ...................................................................................................................... 7-1

Using Import/Export Utilities .................................................................................................................................... 7-1

Valmet •278597 •
Contents

Exporting Point Data from maxDPUTOOLS ........................................................................................................ 7-8

Exporting to an Access Database ..................................................................................................................... 7-10
Exporting to a File ........................................................................................................................................... 7-10

CHAPTER 8 ...................................................................................................................... 8-1

Using Differences Utility .............................................................................................................................................8-1

vii
Chapter 1

Constructing a Configuration--
an Introduction

Overview
Use maxDPUTools to create a configuration for maxDPU based maxDNA
systems:

▪ Define the configuration for an individual maxDPU model 4E, 4F, MR,
or ACN MR.
▪ Download the configuration to an individual maxDPU.
▪ Create sets of configurations representing the maxDPUs in a system.
▪ , and save the complete contents of an individual maxDPU or a set of
maxDPUs.
▪ Perform differences with a running maxDPU and selectively save any
changes resulting from online edits.
▪ Perform differences with a previous copy of the configuration to review
any changes resulting from editing.
▪ Export from maxDPUTools to Access or a formatted file.
▪ Import configuration data from Access or a formatted file.
▪ Convert an earlier release version configuration.

This application is usually installed only in the Engineer's WorkStation.

maxDPUTools is a software utility that allows you to create a configuration

database in offline mode. To configure points in an online environment, use
the maxVUE Graphical Configurator, a separate software product available
with the maxVUE Editor software.

Note: This utility was formerly named maxTOOLS4E in previous

releases but has been renamed in support of configuring additional
maxDPU models. Some of the pictures present in this document still use
the old terminology in the window captions, but are otherwise correct!

In addition, the discussion of I/O modules presented in this document

describes the maxPAC family associated with the maxDPU model 4E,
4F, and DPU MR. The ACN MR model of DPU now supports a new
family of I/O known as MIO. For details of the MIO hardware and the
new buffers included for use with MIO, please refer to publication
278732, entitled as “MIO Buffers Function Blocks – Programmer’s
Reference and User’s Guide”.

Valmet •278597 •
maxDPUTools User's Guide

Creating Configurations Using maxDPUTools

Using maxDPUTools, you create one configuration database file for each
DPU, and define function blocks within the configuration representing an
individual DPU’s associated I/O hardware, along with control and data
acquisition processing. Typically, such a single configuration represents only
a portion of a larger application. Large complex applications would typically
consist of multiple configurations spanning multiple DPUs.

Understanding Function Blocks

A configuration database is composed of function blocks. A specialized
subset of function blocks exists to interface with the I/O and these are known
as buffers. Buffers are used to define the I/O inventory and specify signal
conditioning and linearizations. Other function blocks exist which
encapsulate specific engineering functionality, such as a PID, an
Auto/Manual toggle switch, or an AND gate. Blocks have inputs and
outputs which can be softwired together via references to provide a flow of
sequential processing from reading input hardware, performing conversions
and logic, and outputting the results to hardware. Blocks can be grouped into
larger objects to encapsulate increased functionality into an organizational
hierarchy.

Use maxDPUTools to:

▪ Create one or more configurations.

▪ Install the configuration(s) and load them into their respective DPUs.

Use maxDPUTOOLS to install an entire configuration at one time (full

installation) or to install any part of the configuration down to a single
function block (an incremental installation).

Defining Hardware Resources

As you create a configuration, you must define hardware resources using
buffer functions. Hardware resources consist of Distributed Processing Unit,
(DPU), I/O Modules, and associated signals.

Distributed Processing Unit

The maxDPU, the process controller, providing control and data acquisition
functions, executes the configuration you create to carry out automation
functions. The DPU may be configured as a standalone module or as part of
a backup pair. When you create a configuration, a DPU is automatically
defined at the root of a configuration hierarchy.

Backing Up the DPU

1-2 Valmet •278597 •

Constructing a Configuration--an Introduction

In a redundant configuration, two DPUs are connected to form a backup pair.

One DPU is designated as the primary unit and the other DPU the secondary
unit. The DPU IP address of the secondary station is one number greater than
the address of the primary station. DPU IP addresses are listed in a text file
called DPUlist.ini.

Automatic Failover/Manual Takeover

Process control can be transferred automatically (Failover), or you can
manually command takeover. Press the Takeover button on the DPU front
panel or access the soft Takeover button appearing on the maxDPUTOOLS
download dialog. See Chapter 5, "Downloading a Configuration."

The backup serial link cable (Part number 081387) carries data signals
between the primary and secondary DPUs, as well as a status signal which
determines which DPU is active. If one end of this cable is removed from
either DPU, that unit is rendered inactive.

Click the Enable/Disable Backup button on the configuration download

dialog to enable and disable DPU backup. Chapter 5, "Downloading a
Configuration."

Defining maxPAC I/O Modules

The DPU processes analog and digital input/output signals via the family of
parallel input/output modules. These modules provide the physical
connection point for the input/output wiring of signals to and from a process.
All plant data signals and control signals pass through these units. Use
maxDPUTOOLS to assign I/O modules to the Distributed Processing Units
(DPUs).

I/O modules plug into a Remote Processing Unit (RPU) cabinet card rack
along with DPUs and other equipment. I/O modules communicate with
DPUs via an I/O bus.

Each module has from 1 to 16 channels, each corresponding to a signal. Use

maxDPUTOOLS to define the desired input or output modules using buffers.
Use Atag and Dtag function blocks to assign tagnames to each signal.

Analog inputs to I/O modules may represent thermocouple and resistance

temperature detector (RTD) readings, among others. Digital signals may
represent AC or DC signals derived from contact closures or voltage level
outputs from devices such as pressure switches and pushbuttons.

I/O modules provide varying levels of signal conditioning, data conversion,

and alarming (with validity, limit, and error checking) before passing
information onto the high-speed parallel I/O bus for further processing by a
DPU.

Valmet •278597 • 1-3

maxDPUTools User's Guide

Use digital and analog buffers to configure digital and high level analog
signals coming from I/O modules. Use thermocouple and RTD buffers to
specify linearizations.

Other function blocks may then be configured to point to analog and digital
input buffers to obtain conditioned signals as input data. Output buffers, in
turn, may then output processed data from other function blocks to an output
module connected to a field device.

maxPAC I/O Addressing

Up to 255 I/O addresses may be assigned to each DPU. I/O addresses are
used to access I/O modules or channels of I/O modules. Each digital I/O
module supports 16 bits with one address. Analog input modules generally
use two addresses per module. Older legacy modules and analog output
modules use one address per channel. I/O Analog and Digital Modules and
associated signals are defined and configured as buffers and become part of
a DPU I/O inventory list. Refer to the next section for information about the
I/O Inventory.

Creating or Editing the maxPAC I/O Inventory

To create or edit the I/O inventory, you must select the DPU whose I/O is to
be edited in the tree directory to bring up a list of assigned I/O.

The number of channels associated with a module varies from one, for an
Output Driver, to 16, for DI and DO modules. The number of channels
created need not be a multiple of a module count; when the channels are
allocated to modules, the spares may be left unnamed.

For DPUs configured as a backup pair, I/O may be shared or redundant to

each DPU. The default is for the I/O modules to be entered as shared. If you
require redundant I/O, select the redundant option appearing in buffers.
Some modules can be specified to be redundant while other modules
connected to a DPU backup pair can be specified as shared. A hardware
device called a Parallel I/O Backup Adapter provides this functionality; it is
not configured as part of the I/O Inventory.

maxPAC I/O Configuration Rules

The amount of I/O that can be connected to a DPU can be limited by a
number of different factors, depending on the type and mix of I/O. These
limitations include the number of hardware modules that can be connected to
one DPU, the number of I/O addresses available for transfer of I/O values,
the mix of analog versus digital I/O, the mix of inputs versus outputs,
requirements of other features within the DPU, and the update rate of the
I/O. The I/O Bus Configuration Tool, IOBusConfig.exe, is used to
determine the allowed mix of I/O modules on a DPU’s I/O bus.

1-4 Valmet •278597 •

Constructing a Configuration--an Introduction

maxPAC I/O Module Types and Associated Signals

Refer to the following for a list of I/O module types that you may define
along with their associated signal types.

Digital Input Modules

16 discrete inputs per module

Four voltage input types:

▪ 24 VAC/VDC
▪ 48 VAC/VDC
▪ 120 VAC/VDC
▪ 240 VAC/VDC

Solid-state inputs can be scanned 1000 times per second for 1 ms SOE
applications

Digital Output Modules

16 discrete outputs per module unless otherwise noted

Four voltage output types:

▪ 24/48 VDC
▪ 120 VAC
▪ 125 VDC
▪ 240 VAC

Two relay output types:

▪ 240 VAC, 130 VDC Form A relay
▪ 10 channel 240 VAC, 130 VDC Form C relay

High Level Analog Input Modules:

15 inputs per module

Three input ranges:

▪ 4 to 20 mA
▪ 0 to 6 VDC
▪ 0 to 10 VDC

Thermocouple/Millivolt Analog Input Module

15/16 inputs per module

Inputs isolated from each other, from ground, and from module logic.
Each input individually configurable as thermocouple or millivolt.

Valmet •278597 • 1-5

maxDPUTools User's Guide

▪ Type B, C, D, E, G, J ,K, N, R, S, T, Platinel II thermocouples

▪ 10, 25, 60, 100, 250, +600/-250 mV spans

Automatic RJ compensation on field wiring terminal board

Resistance Temperature Detector (RTD) Input Module

7/8 inputs per module

Inputs isolated from each other, from ground, and from module logic
Three-wire or four-wire RTDs

Each input individually configurable

▪ 10, 50, 100  CU

▪ 25  NI
▪ 10, 25, 100, 1000  PT

Analog Output Modules

▪ Eight-channel Current Adjusting Type (CAT)
▪ 4 to 20 mA or 0 to 16 mA outputs
▪ Two-wire or three-wire outputs

Four-channel Position Adjusting Type (PAT)

▪ Solid-state switched single phase outputs for 120 VAC reversing motors
▪ Slidewire (1 to 5 volt) or two-wire (4 to 20 mA) position feedback
signals

Counter/Timer (Pulse) Module

Can be used as an input or output module

Eight-channels with two inputs/outputs per channel

Uses adjacent DI or DO modules for signal conditioning

16 configurable counting and timing functions

▪ Simple and up/down pulse counting
▪ Simple and up/down pulse timing
▪ Pulse width and pulse interval measurements
▪ Frequency and frequency ratio measurements (both single and two-phase
inputs)
▪ Pulse train and timed outputs
▪ Duration outputs
▪ Frequency outputs (both single and two-phase outputs)

1-6 Valmet •278597 •

Constructing a Configuration--an Introduction

Function block Categories

As you use maxDPUTOOLS to select function blocks, you are presented
with a tabular detail for each selected function block, which appears in the
right pane grid view. The tabular detail shows three informational columns,
listing the attributes associated with the selected function block, attribute
categories, and data types associated with each attribute. Use the two
remaining columns (value and reference columns) to configure the function
block. Under the Value column, assign a specific value to each associated
attribute you intend to use. Not all attributes need to the configured. The
Reference column is used to reference another attribute. See the section in
Chapter 2,"Using maxDPUTOOLS Main Window."

Use maxDPUTOOLS to select from more than 60 individual function block

types. For descriptive purposes, the following table lists function blocks by
categories. Several listed categories also contain subcategories.

Table 1-1. Function blocks Table

Analog Math maxPAC Buffers Modulating Discrete Logic
Functions AIB Control Logic (DesLog)
(AnlFunc) AOB (ModLog) Subcategory
ABS DIB Subcategory: Basic Gates
ADD DOB Basic NOT
MUL PB AUTOMAN AND
DIV PLSIO LIMITER OR
MOD (Counter/Timer) PID XOR
EXP QPAT FEEDFWD Subcategory
POW RTD Subcategory Comparisons
SQRT TC Participation GT
Subcategory PARTMEM LT
Special functions MIO Buffers PARTMSTR EQ
TOTL MAIB4 or 8 CTLCOMB NE
CALC MAOB4 or 8 Subcategory Subcategory
SIGSEL MDIB4 or 8 PATOUT Flip Flops
LEADLAG MDOB4 or 8 PATOUT RESETDOM
MHB4 or 8 Forceback SETDOM
MIBC Subcategory NODOM
MRTD Special: Subcategory
MTC CTLSEL Timers
CTLADD TON
CTLMUL TOFF
CTLDIV1 TPULSE
CTLDIV2 Subcategory
FUNCGEN Triggers
Subcategory EDGEANY
Test EDGEFALL
CMPT EDGERISE
QUALFRCE Subcategory
Pack/unpack
Bitpack
Bit/unpack

Group Device Logic Steam AlarmTag related

ALMRPTR (DevLog) STMPROP ATAG
GRP DEVLOG FLOWCOMP DTAG
Custom SEQMSTR LVLCOMP

Valmet •278597 • 1-7

maxDPUTools User's Guide

SEQSTEP
FSTOUT

Understanding Attributes
The data stored in a function block are organized as a set of attributes. All
function blocks have some attributes in common. All attributes have sub
attributes. Sub attributes include category, description, reference, and several
others.

Attributes may be divided into the following categories:

General All function blocks have required foundation attributes.

Inputs Inputs are values that are usually obtained by referencing

another attribute.

Parameters Parameters are similar to inputs except it is expected that

referencing other attributes is unlikely and that the local
value is used.

Outputs Outputs are values that are the result of the function or
operation with which they are associated.

Status These are similar to outputs except it is not expected that

these are connected to inputs.

Custom When defining a user block you are free to define your
own attributes. They can be categorized as any of the
above or you may define your own categories for your own
purposes.

Quality All attributes have the sub-attribute Quality. The behavior

of function blocks may be based on the Quality of its
inputs. Use the QualityForce function block to force a
quality change on a value as it is passed through.
0 = good data quality
1 = doubtful data quality
2 = substitute data quality (or point in manual)
3 = bad data quality

Methods Methods direct a function block to perform a special

function. Methods include commands to change mode or
target value, etc. Because pure method values do not exist
after the method is executed, they cannot be read back.

1-8 Valmet •278597 •

Constructing a Configuration--an Introduction

Understanding Data Types

To configure a function block, you must assign a value to each function
block attribute you intend to use. While it is more efficient for the DPU to
process all values in real or floating point data, by necessity, function blocks
and their attributes use a variety of data types. For example, logic gate-
related function blocks, by their nature, tend to use many Boolean values.
Additionally, virtually all function blocks use attributes that require text
string entries.

The Type column appearing for each function block's tabular detail display
indicates which data type, configured in the value column, must be used for
a specific attribute. Single value data is often passed down the line without
regard to source, use, or range. An associated attribute to such data is
quality, which is, in fact, associated with all data. Value data functions in
several formats:

Boolean
Complex
Enumerated
Float
Long
Relative time
Text
Time

Boolean
Boolean data can only have the values True and False. It represents two state
conditions such as: active/not active; on/off; alarm/no alarm.

Integer
Integers are whole numbers with no fractional component. They may be
range restricted according to use.

Enumerated
Enumerated data is another variation of Integer or Boolean where there is a
meaning assigned to a list of values, which is severely restricted to those
having special meaning to the function.

Example: mode in the auto/manual function block may be set to 0=manual

1= auto

Float

Valmet •278597 • 1-9

maxDPUTools User's Guide

Real or floating point data is used to represent a value in a continuum of a

range of possible values. They are not restricted to whole values and may
differ from other floats by very small increments. (Behind the scenes, most
data is actually stored in this format. Consequently, you may occasionally
see fields where integer and even Boolean values are sometimes
misrepresented as floats)

String
Generally used for text.

Absolute Time
Absolute time is a special type of data, which is displayed in a standard time
format. It is derived from the local clock, synchronized to the system master
clock. It is UTC (Universal Coordinated Time), not local time.

Relative Time
Relative time is another variation of float that enables it to be read by a
standard input reference.

Complex Data Type

It is often necessary to provide supplementary data along with a principle
value. Such supplements are in themselves values (with quality). This need
is met by special hybrid data types referred to as complex data. Three types
of complex data share a common structure of six basic values: Aref, Rhi,
Rlo, Rst, Stat, and Val. No one type uses all of them.

Standard Complex Data

Standard requirement of data associated with a range. The primary
components are Range Hi, Range Lo, and the Value. These attributes are
used in all complex variables.

▪ RHi
▪ RLo
▪ Val

Forceback
To avoid having upstream components run away (wind up) when the
downstream components are unable to respond, a concept called forceback is
used to impose limits on the master source. The special value Status is used
to describe the limit being imposed.

▪ RHi

1-10 Valmet •278597 •

Constructing a Configuration--an Introduction

▪ RLo
▪ Val
▪ Stat

Incremental Control Data

This is a special case of data coming from a PID representing the requested
output change for the drive unit. The data is actually the increment or delta
by which the output is to be changed. Two special values of Reset
component and auctioneering reference are useful in special situations.

▪ RHi
▪ RLo
▪ Val
▪ Rst
▪ Aref

Family Ties
Two special connections of function blocks require a special means of
complex and even bi-directional communication.

Participation master and members must be able to keep tabs on one another,
which they do through the master demand connection.

Sequence master and steps have to pass status and active state information to
one another, which they do through the chain--complex connection.

Using Hierarchical Groups

DPMS composed of large point databases are normally organized in a multi-
level hierarchical structure. Use the Group function block to define a node in
the hierarchical structure. See the section in Chapter 3, "Adding a Group."

A hierarchical organization may contain up to eight levels. The highest level

of organization, which may represent an overall area of a control environment,
may be labeled Unit1. Unit1 may have a subgroup called Control. Control
may have subgroups, such as Boiler Control, Generation Control, etc.

It is best to define group hierarchies before defining individual function

blocks. When you open maxDPUTOOLS and define a configuration name,
you may begin to establish desired group hierarchies under the DPU tab.

The left pane of maxDPUTOOLS shows a configuration tree structure

similar to Windows Explorer. Each time you add a group, the new group
appears in the tree structure. A group is placed at the level of the hierarchy
that is currently selected. The selected level is the “parent." When you add a
group to the parent level, a new child group is placed under the parent.
Controls placed in the same group are called siblings.

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maxDPUTools User's Guide

Copying and Pasting Groups

All or part of a hierarchical structure may be copied and pasted elsewhere.
For example, a power plant containing three coal pulverizers could be
configured by building the first pulverizer as, say, Unit1/Pulverizer#1 then
copying it as a starting point for the other two. The Pulverizer group would be
renamed Pulverizer#2, etc. See the section in Chapter 2,"Tree View Editing
Features."

Adding a Group
When you add a group, a pop-up appears prompting you for a group name and
relative index. The relative index is selected incrementally by default. You
may manually change the relative index by also typing in the desired index.
The Relative index for each group or control must be unique within a group.

Group Attributes
The Group function block uses only parameter and general attributes. The
Gname parameter is already configured when you open the newly created
function block, showing the name you entered when you created the group.
You may also give the group a tagname and description.

Setting Group Execution Rates and Priorities

Similar to any other function block, the Group function block includes
ServicePriority and ServiceTimeBase attributes. The ServiceTimeBase
attribute refers to execution rates for groups and the function blocks within
groups. The ServicePriority attribute refers to the execution order of groups
and function blocks within groups. Generally, execution rates and priorities
occur at two levels. Groups are executed first in priority order followed by
function blocks within groups.

The ServiceTimeBase attribute lets you configure a three-tier execution rate

for each group and each function block within a group, consisting of Normal,
High, and Critical. The default schedule rates are 500ms, 100ms, and 40ms,
respectively. Use three DPMS attributes to set the rates for each of the three
types. The following table shows the attributes that control the schedule
times:

Schedule Queue ServiceTimeBase Default Period Settable DPMS Attribute

Normal 3 500 msec NormalTimer
High 2 100 msec HighTimer
Critical 1 40 msec CriticalTimer

Use the ServicePriority attribute to establish an execution order for groups

and individual function blocks within groups. Enter a number for this
attribute from 1 to 100. Within function blocks, you may want to use the
ServicePriority attribute to establish the execution order for, say, inputs that

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Constructing a Configuration--an Introduction

should be executed before a calculation using the inputs is executed. At the

group level, use this attribute to determine the execution order of multiple
groups.

Using Custom Blocks to Create Reusable Functionality

Use the Custom function block feature to encapsulate a group of function
blocks into a reusable function with a user-defined set of interface attributes.
These custom functions may then be used multiple times in a single
configuration or copied across multiple configurations for reuse. Once
created, Custom blocks, each of which is uniquely named, are added to the
list of selectable function blocks. See the section in Chapter 3, "Creating
Custom Function Blocks."

At its simplest, a Custom block may implement a frequently used subroutine.

At its most complex, a Custom block may consist of numerous combinations
of intrinsic function blocks (standard function block types that come with the
maxDPU) or custom controls that implement a fully developed PID control,
a multi-step sequencer, and so forth.

Custom blocks may consist of combinations of intrinsic function blocks and

other custom controls. Note: When placing custom blocks within a custom
block, the level of nesting is restricted to four levels deep.

Using Templates to Create Reusable Models

Use the template feature to create reusable models in terms of preset
attribute values for any existing intrinsic or custom function. Different
variations of the same function can be created each with a unique description
to describe the functionality represented by the preset values of its attribute
set. Once created, these templates are available as an alternate list for
selecting a function block.

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Chapter 2

Using maxDPUTOOLS to
Create a Configuration

Getting Started
Use maxDPUTOOLS to create a configuration specifically for the maxDPU
processor. Configuration always begins with creating a copy of a master
configuration assigning it a unique name typically matching the desired
maxDPU name. This base copy provides a self-contained framework
definition of all of the available intrinsic function blocks and related
attributes associated with the maxDPU.

Use the context pop-up menus and displays included in maxDPUTOOLS to

instance functions and configure their attributes.

In addition to basic configuration creation, maxDPUTOOLS includes

utilities for:

▪ Graphical layout and wiring of a group of controls.

▪ Importing libraries of preconfigured custom functions and templates.
▪ Downloading configurations to a target DPU.
▪ Validating the soft-wire referencing.
▪ Finding duplicate group and tag names.
▪ Performing database searches.
▪ Performing global search and replace.
▪ Finding points by tagname.
▪ Copying and pasting all or part of a configuration within and across
configurations.
▪ Transferring locally defined custom functions to other configurations.

Refer to the later chapters to learn how to use most of these utilities.
Consult this chapter to become familiar with the main maxDPUTOOLS two-
pane window, from which a configuration is built.

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maxDPUTools User's Guide

Using the maxDPUTOOLS Main Window

maxDPUTOOLS uses a hierarchical Explorer-style user interface. See
Figure 2-1. Its main window consists of two panes, a tab selected tree view,
and a coordinated detail view, along with a title bar at the top of the window
and a menu bar just beneath the title bar. The full path name of the selected
configuration appears inside the title bar.

Multiple configurations may be opened at one time on your display for

concurrent editing. Select Tile Vertical, Tile Horizontal, or Cascade from the
Window menu to support side-by side viewing. Or use the Window menu
dropdown to switch between them.

Figure 2-1. maxDPUTOOLS Main Window opened to the DPU tab view.

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Using maxDPUTOOLS to Create a Configuration

Understanding the Tree View

The left pane contains four tabs at the top labeled DPU-x.x (where x.x is a
DPU software version), Hardware, Custom, and Templates.

DPU Tab Tree Directory

Figure 2-1 shows the tree directory pane opened to the DPU tab. The DPU
tab displays a hierarchical tree view organized by groups, which when the
group functions are expanded shows all the elements of a configuration
associated with a single DPU. Eight levels of groups are allowed. A DPU
tree consists of three elements: a single DPU icon, group nodes, and
individual function icons representing function blocks, buffers, and custom
controls. Expand the DPU icon at the root of the directory to reveal group
folder nodes, representing group function blocks, which can contain other
function blocks. Expand a group folder node to reveal function blocks,
custom controls, and buffers associated with the group. For example the tree
in Figure 2-1 shows a partially expanded tree for a configuration. The top-
level icon represents the individual DPU and shows its name. A multi-level
group hierarchy is associated with this DPU. Each group has a Gname,
which is shown beside its folder icon. Selecting a node in the tree allows
viewing its attribute tabular detail in the right-hand pane.

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maxDPUTools User's Guide

maxPAC I/O Family Hardware Tab View

Figure 2-2. maxDPUTOOLS window opened to the hardware tab view.

Figure 2-2 shows the left hand pane opened to the Hardware tab. The
hardware tab consists of only the I/O related buffers. For a configuration
with maxPAC I/O it is organized in a three-way hierarchical tree view as
shown above:

▪ Sorted by location consisting of cabinet, rack, and card hierarchy.

▪ Sorted by function type and address within type.
▪ Sorted by address only.

Use this view to quickly configure only hardware or to access only the
hardware content of a configuration. Selecting a buffer node in the tree
allows viewing its attribute tabular detail in the right hand pane. See the
subsequent section. Use a context menu, accessible after a right-click over a
tree element, to add and delete buffer types. The context menu also provides
initiating a cross-reference listing or navigation to the Hierarchical view.

A printing or file save of the Hardware configuration either by Address or by

Location can be accomplished via right click context menu selection on the
respective tree nodes.

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Using maxDPUTOOLS to Create a Configuration

MIO Family Hardware Tab View

Figure 2-2b. maxDPUTOOLS window opened to the hardware tab view.

Figure 2-2b shows the left hand pane opened to the Hardware tab. The
hardware tab consists of only the I/O related buffers. For a configuration
with MIOFamily I/O (NOTE: MIO is a feature of the DPU ACN model,
version 5.0 and later). The tree is organized in a two level hierarchical tree
view as shown above:

▪ IBC buffers sorted by address.

▪ Buffers within an IBC, sorted by Position.

Use this view to quickly configure only hardware or to access only the
hardware content of a configuration. Selecting a buffer node in the tree
allows viewing its attribute tabular detail in the right hand pane. See the next
section. Use a context menu, accessible after a right-click over a tree
element, to initiate a cross-reference listing or navigation to the Hierarchical
view.

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maxDPUTools User's Guide

Custom Tab View

Figure 2-3. maxDPUTOOLS Opened to Custom view

The Custom tab shows a tree view displaying custom block definitions
hierarchically by source, category, name combined with description, and
function block contents. The source can be local or imported from a library.
Note that library custom blocks cannot be modified and are displayed as
locked. See Figure 2-3.

Custom Function Block and Template Revision Time

The time of the most recent revision for custom function blocks or templates
can be displayed within the respective Custom or Template tab. Right-Click
on the top of the tree and select “Show Revision Time”

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Using maxDPUTOOLS to Create a Configuration

The most recent revision time will then be displayed for each of the custom
function blocks or templates as shown below.

The revision time is automatically updated when a change is made to the

custom function and, in most cases, should not be changed using the “Update
Revision Time”. The revision time can be changed to the current time for a
single custom function block or template by right-clicking on that element in
the tree and selecting “Update Revision Time”. The revision time for all
function blocks or templtes in this configuration can be changed to the
cuttent time by right-clicking on the top of the tree and selecting “Update
Revision Time”.

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maxDPUTools User's Guide

Template Tab View

The Template tab shows a tree view displaying template definitions by

source, category, and name combined with description. The source can be
local or imported from a library. Library templates cannot be modified and
are displayed as locked. NOTE that templates are only a feature of DPU
version 3.0 and later.

Use the template feature to create reusable functionality in terms of preset

attribute values for any existing intrinsic or custom function. In the example
above a template for the DEVLOG has been created and a description
entered to define it as having preset attributes matching a Device A. Also
note the presence of the Standard library templates along with a variety of
categories and templates.

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Using maxDPUTOOLS to Create a Configuration

Understanding the Tabular Detail View

Access the tabular view, which opens in the right view pane, to display the
tabular details of each function block. This view works in combination with
the tree view in the left pane. Click on a group or a function block within a
group appearing in the tree directory to open an associated grid view
appearing in the right pane. All function blocks are configured from this
tabular grid.

Figure 2-1 shows a tree directory with the DPU tab selected. Notice that
when you select a group or specific function block in the tree directory pane,
its full path name appears in the title bar of the tabular grid view.

The tabular detail pane lists the attributes for a function block selected in the
tree directory. The first column of the grid view shows most of the
associated attributes for the selected function block or buffer typically
needed for configuration. To view more of the available attributes for a
selected function block, select either the Expert or the All view in the
combo box in the tabular detail title bar at the far right. Expert view adds
attributes that are normally hidden as their values are infrequently edited. All
view adds Status and Output category attributes, which likewise cannot be
edited except for the special case of creating an exposure via the reference
field. Refer to the section on reference editing for details.

The remaining columns display the associated category for each attribute,
the value assigned to the associated attribute, reference pointers, and the type
of data that may be entered into the Value column for each attribute. Only
the Value and Reference columns, highlighted in a white background, are
configurable. The remaining columns, highlighted in gray, are informational.

Buffer Type Tabular Detail

In addition to the standard tabular detail available when you click on an
object listed in the DPU or Hardware tab tree directories, the Hardware tree
directory also features a special tabular detail, which lists only several key
attributes per buffer type. This view makes it easier to quickly configure
only hardware. Simply add new buffers from the tree directory and configure
the attributes that appear in the associated tabular grid or replace these
attributes with other attributes of your choosing.

To access this tabular grid:

Open the Hardware tree directory and expand the By Type folder to view an
alphabetized list of buffers.

Click on a buffer type folder icon to open a tabular detail for all buffers of
that type. See Figure 2-4.

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maxDPUTools User's Guide

Figure 2-4. By Type tabular detail accessible from the hardware tree directory.

For instance, click on the AIB folder to display the tabular detail in the right
pane for only AIB types. See Figure 2-4. Click on the AOB folder to display
a tabular detail for only AOB types, and so forth.

Buffer types appear in the tabular detail organized as rows. The first column
of the tabular detail describes the HID location of each listed buffer. The
next seven columns list hardware related attributes which you may edit. By
default, the following attribute types appear:

▪ Address
▪ Redundancy,
▪ maxPAC option,
▪ Failover type,
▪ Cabinet,
▪ Rack,
▪ Card.

Click the Reconfigure button on the tabular grid toolbar to customize the
column configuration and select other attribute types.

Right-click in a row to filter grid records three ways:

▪ Filter by selection
▪ Filter excluding selection
▪ Filter by entry

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Using maxDPUTOOLS to Create a Configuration

Click the Remove Filter button, also on the tabular grid toolbar, to remove
any applied filtering.

Accessing Pop-up Menus

maxDPUTOOLS features the familiar pull-down menus accessible from the
main Menu Bar. However, many key maxDPUTOOLS functions, such as
adding new groups and controls, viewing the graphical configuration layout
of a group, and performing full and incremental database installations, can
only be done through menus accessible after a right click which are known
as context or pop-up menus.

Refer to this section to acquaint yourself with some of the right-click context
menus you will need to access to create a configuration. Main Menu Bar
functions are explained individually in the next chapter.

While both the tree directory and tabular grid panes support right-click
accessible context menus, tree directory context menus assume the most
importance when you are creating a new configuration and installing
(downloading) to a DPU.

As noted, a DPU tab tree directory consists of a single DPU icon, group
nodes, and individual functions. Each of these types of tree element support
their own right-click accessible context menu. When you begin a new
configuration, only the DPU icon and the preconfigured System folder
(Containing implicit DPMS, Backup, and Timesync controls) are available.
Right- click on the DPU icon in the tree directory to open a pop-up menu. As
you add groups and then other functions, the other right-click context menus
become available. Refer to the following figures:

In the DPU tab tree directory, right click on a DPU icon, group node, or leaf function
node to open a context menu. The figures below show menus for DPU, group nodes,
and individual functions, respectively.

DPU: Group: Function:

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maxDPUTools User's Guide

maxDPUTOOLS Grid Editing Features

To make it easier to move through the tabular grids, manipulate columns and
records and enter data, maxDPUTOOLS uses several common navigation
and editing features you should be aware of as you create and edit a point
database.

Editing Records
Notice that the first column on the left of a grid view contains a Record
Select Box for each record in the grid. When a record is selected in the grid,
an arrow appears in the Record Select box. When you edit a record, the
arrow in the Record Select box changes to a pencil.

Using Tab Key

When the cursor is in a cell, use the <Tab> key to move the cursor from one
cell to the next. When the last cell is reached, the <Tab> key moves the
cursor to the first cell in the record.

When you leave the mouse pointer over the cell for several seconds each cell
will display a fly-over indication to show the complete contents of the cell
even if the column width is too narrow to make the entire cell visible.

Using Auto Editing Features

Point detail displays and grid views feature automated editing features that
help you quickly look up the appropriate entries for many data entry fields
and reduce keystrokes. You may enter or modify data in any field at any
time. Use the <Tab> key or click the field with the mouse to select it.

maxDPUTOOLS provides several auto entry features for fields that require a
specific entry from a known list of choices. These are:

▪ Drop-down arrow button , appearing in Value and Reference columns

▪ F4 function key
▪ Auto entry based on closest match
▪ Clicking field to scroll through a list
▪ Ellipsis button appearing in Value and Reference columns

When you click on certain entry fields in the Value column, a Drop-down
Arrow button appears at the right of the field. When you click on certain
entry fields in the Reference column, an Ellipsis button appears.

Click on the down-arrow button to display a list of appropriate entries for the
field you're editing. Click an item on the list to select it. You may also press
the <F4> key to access the list.

If you know the correct entry, type the first few characters. maxDPUTOOLS
looks for the closest match from its list of known choices and fills in the rest.

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Using maxDPUTOOLS to Create a Configuration

Alternatively, you may click the field repeatedly to scroll through a known
list of choices.

Click on an Ellipsis button, for example in a Reference field, to access a

selection pop-up.

Using Column Editing Features

Several editing features are available that specifically relate to columns in
tabular views. You may change column widths and the order of columns.
Additionally, records may be resorted in ascending and descending order and
a record from a previous row may be easily copied to the next row using a
keyboard shortcut. Refer to the following for discussions of each feature.

Changing Grid Column Width

In tabular grid views, you may change grid column widths and the order of
columns in the grid.

To change a column width:

1. Rest the mouse cursor over the vertical border between two columns
until the pointer changes to a vertical bar with a horizontal arrow in each
direction.

2. Click and drag the mouse to move a column border left or right. This
feature always adjusts the width of the column to the left of the pointer.

Reordering Columns
To change the order of any column in the window:

1. Click and drag the column heading to the left or right.

2. Release the mouse button after you move the column to its new, desired
location.

Note: the double bar to the right of the left-most column indicates that the
column is fixed if the view is moved with the horizontal scroll bar.

For example, the Attribute column in the point grid view would still be
visible if the window was resized and the view was scrolled to the right. It
would also be visible if the width of the other columns was increased and the
view was scrolled to the right.

Changing Sorted Order of Records

To change the sort order of records in a column:

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maxDPUTools User's Guide

Click on the desired column header. This causes the tabular view to be
sorted by that column in ascending order.

Click on the column header a second time to sort records in descending

order.

Copying a Column Entry

To copy the data entered in a column cell to the cell immediately beneath it,
such as Reference column data:

Press<Ctrl> plus the single-quote character <'>.

Using Grid Toolbar

Tabular views for function blocks and buffers contain a four-button toolbar,
allowing you to easily navigate between records in the grid, save records,
cancel and edits. Tabular views for custom controls also contain a button bar
with two additional buttons for adding and deleting records.

The Grid Navigation Toolbar, shown in the following figure, appears at the
bottom of a grid view. When a record is selected in the tabular grid, the
toolbar buttons become available. Additionally, the name of the selected
attribute appears at the center of the toolbar as shown in the following
figure.

Using Grid Toolbar Navigation Buttons

Function block and buffer grid views contain buttons on the Grid Toolbar
that allow you to move to the next and previous records.

Previous Record
Click this button to move the active record up to the previous record. Note:
hold the button down to continue to move backwards.

Next Record
Click this button to move the active record down to the next record. Note:
hold the button down to continue to move forward.

Canceling an Edit
To cancel an edit for the active record:

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Using maxDPUTOOLS to Create a Configuration

Click the Cancel button on the Grid Navigation Toolbar, or press the
<Esc> key on the maxSTATION keyboard.

Note: The first column on the left of a grid view contains a Record Select
Box for each record in the grid. For the record you wish to cancel, an arrow
should appear in its Record Select box, indicating it is the active record.

Saving an Edit
The first column on the left of a grid view contains a Record Select Box for
each record in the grid. When a record is selected in the grid for edit, an
arrow appears in the Record Select box, indicating it is the active record.

To save an edit for the active record:

Click the Update button on the Grid Navigation Toolbar, or press <Ctrl>
+ <S>.

Note: The first column on the left of a grid view contains a Record Select
Box for each record in the grid. For the record you wish to save, an arrow
should appear in its Record Select box, indicating it is the active record.

Tree View Editing Features

A single function block or groups of function blocks may be easily moved or
copied to be used in other parts of a configuration.

Moving a Single Function block or Group

To more a single function block or group to a new location in the tree
directory:

Click on the function block or group as it appears in the tree directory and
while holding down the left mouse button drag the selected function block or
group to a new location in the directory tree and release the button.

Copying a Single Function block or Group

To copy a single function block to a new location in the tree directory:

While holding down the <Ctrl> key, click on the function block as it
appears in the tree directory and while holding down the left mouse button
drag the selected function block to a new location in the directory tree and
release the button.

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Notice that as you drag the selected object to a new location, the mouse
cursor includes a plus sign (+) to indicate a copy operation is in progress.

Selecting and Moving Multiple Function blocks or Groups

To select multiple function blocks or nodes in succession and move them to
a new location in the directory tree:

1. While holding down the <Shift> key, click on the first function block or
node in the tree you wish to select. Then click on the last item in the list
you wish to include to highlight the entire selection.

2. Continue to hold down the <Shift> key and while holding down the left
mouse button, drag the selected function blocks or nodes to a new
location in the directory tree and release the button.

Selecting and Copying Multiple Function blocks or Groups

To select multiple function blocks or nodes in succession and copy them to a
new location in the directory tree:

1. While holding down the <Shift> key, click on first function block or
node in the tree you wish to select. Then click on the last item in the list
you wish to include to highlight the entire selection.

2. With the selection highlighted, hold down the <Ctrl> key, and while
holding down the left mouse button, drag the selected function blocks or
nodes to a new location in the directory tree and release the button.

Randomly Selecting and Moving Function blocks

In addition to selecting function blocks in succession as they appear in the
directory tree, you may also select function blocks randomly within the same
group.

To make random selections and move them to a new location in the

directory:

1. While holding down the <Ctrl> key, click on each function block you
wish to include in the move to highlight then.

2. With the random selections highlighted, continue to hold down the

<Ctrl> key, and while holding down the left mouse button, drag the
selected function blocks or nodes to a new location in the directory tree
and release the button.

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Moving and Copying Function blocks between Two

Configurations
In addition to moving and copying function blocks within a single
configuration, you may also move and copy function blocks between tiled
views of two open configurations, provided the two configurations were
created for the same DPU software version.

If you attempt to copy function blocks or groups from one configuration

version and paste them into a configuration of a different version, the copy
operation is disallowed and the following warning message appears:

To move or copy function blocks or function block groups between two

configurations of the same version:

1. From the File menu, select Open to open a configuration, if one is not
opened already.

2. Select Open again to select a second configuration.

3. From the Window menu, select Tile Horizontal or Tile Vertical. When
you make your selection, both configuration windows appear, one
beneath the other or side by side, depending on your tiling choice.

4. With both configurations open on your display, you may now perform
drag and dropped operations between the two windows. Use the same
move and copy techniques you would perform within a single
configuration. Review the previous sections.

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maxDPUTools User's Guide

Using Bookmarks in the Tree

The feature exists to annotate the nodes in the tree with bookmarks, each
with an optional reminder note. With the tree pane having edit focus, a
bookmark may be added by right clicking via the mouse on a selected node
in the tree. This will show a context dropdown menu with four possible
bookmark operations that may be selected for toggling, navigating, or
clearing all bookmarks. Note also the presence of keyboard shortcuts as an
alternative to using the context menu as demonstrated below:

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If a bookmark is to be added, a prompt will next occur to enter a reminder

note:

Once the bookmark has been added, the affected node’s text will be
annotated with a right most yellow flag image. By hovering over the
bookmarked node a tooltip will appear that now includes the reminder note:

In addition to the context menu, a fifth keyboard only operation exists using
the <ALT>-B keyboard sequence to perform a quick create of a Bookmark
without the reminder note prompt.

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Chapter 3

Creating and Editing a

Configuration

Overview
Creating a configuration database meeting an overall process control strategy
requires some advanced planning. To begin, decide what control and data
acquisition applications are required and their scope. Once the size of such
applications is understood, measured in hardware resources and total number
of points, you may begin constructing configurations using
maxDPUTOOLS.

Remember that you may create one configuration per DPU. Note that large
and complex applications will likely be composed of multiple configurations
spanning multiple DPUs. Because of this, planning is important. As you map
out a control strategy, decide how many separate configurations are needed,
and what they should contain.

The following guidelines cover several configuration fundamentals:

1. Decide what hardware resources are needed, namely DPUs and I/O
modules. The IP addresses of all the available DPU pairs are normally
entered into the DPUlist.ini file before configuration begins.

2. Use buffers to define I/O modules and signals and to specify further
single conditioning. Use Atag and Dtag function blocks to assign names
to each signal.

3. Complex configurations are normally organized around a hierarchical

structure using Group function blocks. Before configuring function
blocks and buffers, develop the outlines of a hierarchical organization. A
hierarchical structure, which may be up to eight levels deep, can be cut
and pasted for use in other parts of the configuration or may be copied to
different configurations as appropriate.

4. Consider using Custom blocks. Use Custom blocks to create a new

control with its own unique attributes. Once created, Custom blocks can
be used just like intrinsic functions.

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Getting Started
Use maxDPUTOOLS to create a configuration consisting of groups, function
blocks and custom blocks assigned to specific DPUs:

▪ Define a configuration with the same name as the DPU.

▪ Import any standard or custom libraries of custom blocks and templates.
▪ Edit the standard DPMS, Backup and Timesync function details present
in every configuration.
▪ Create group nodes.
▪ Define the hardware.
▪ Create local custom blocks, if required.
▪ Create local templates for reusability.
▪ Define the function blocks for control and data acquisition and configure
their details.
▪ Configure reference pointers to interconnect the function blocks.
▪ Run the Validate utility to insure correctness of the references.
▪ Install (download) the configuration to the DPU for testing.
▪ Perform updates as needed.

Updating Configurations
Use maxDPUTOOLS to create a new database or edit an existing database.
Remember that, if you are editing an existing database, it may need to be
converted from earlier versions of maxDPUTOOLS or the DPU.
maxDPUTOOLS supports mixed versions of the maxDPU from a single
workstation. This allows a site to have multiple maxDPU versions present in
a system. Multiple versions may exist for several reasons. For instance, new
equipment is added or a complete update to existing equipment is not desired
or must be deferred until a later date.

maxDPUTOOLS supports multiple maxDPU models and versions. Each

version supports a maxDPUTOOLS database master containing different
features. If existing configuration databases need to be converted, see
"Invoking the Conversion Utility" before attempting to open and edit them.
Note for example that the Graphical Configuration option is only supported
for the version 4.3 or later versions of the DPU 4F.

Updating Configurations within the Same Version

MaxDPUTools will automatically update a configuration created within the
same DPU version when you first open it. The auto update applies the most
current database master containing the latest definitions.

For instance, a version 2.1 configuration created for a 2.1 DPU4E may need
to be updated at some point. An automatic conversion may be triggered due
to minor revisions or corrections within a DPU version that occur as part of a
new or maintenance release. Such automatic updates do not change the DPU
version of the individual configuration.

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Creating and Editing a Configuration

When you open a configuration and maxDPUTOOLS detects that the

configuration does not contain the most current database definitions or
features, the following confirmation dialog appears:

If this dialog appears, click OK to update the selected configuration to match

the current master. Or if upgrading is desired, a later revision DPU master.
Note: going backwards in DPU version is not supported! When you click
OK, maxDPUTOOLS asks you if you want to create a backup copy of the
configuration, allowing entry of the backup name and location. When you
respond to this prompt, (backup is recommended) the utility begins to update
the configuration. When the update is complete, a confirmation dialog
appears. Click Exit to close the completion dialog and open the updated
configuration for editing.

Note: Selecting Cancel will disallow the opening of the configuration until
an update is successfully completed.

Uploading maxDPUTOOLS Changes

Any online changes introduced using other maxDNA programs, such as the
maxVUE Graphical Configurator or Point Browser, should also be uploaded
before editing the configuration. Conversion and upload utilities can take
care of these housekeeping chores; however, such utilities will write over the
original database. Be sure to make a backup copy of the original database as
a precaution.

The DPU Upload operation selects a matching database version master to

copy as its initial configuration database. If the upload utility detects a
missing version, a warning dialog appears prompting you to select an
alternate version. See "Uploading Online Changes."

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Starting maxDPUTOOLS and Opening a Configuration

To invoke maxDPUTOOLS, from the Windows Desktop, click on its icon to
access the maxDPUTOOLS welcome dialog. Alternately, click the Start
button on the Task Bar, point to Programs, maxDNA, Utilities and click
maxDPUTOOLS.

The dialog consists of a scrollable list of previously opened database

configuration files is most recent time order along with radio button and
command button choices. Configuration files appearing on the list should
include 4E, 4F, DPU MR, and ACN MR models.

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Creating and Editing a Configuration

Select Create a New Configuration to create a new point database.

Select Upload a Running DPU to a New Configuration to capture current

DPU content.

Select View Previously Installed Configurations to re-download or copy

the last configuration installed for a DPU.

To open a recently edited configuration, select from the following options:

▪ Open an existing configuration appearing on the list

▪ Open an existing configuration and also create an initial backup copy
▪ Open an existing configuration and create a new copy.
▪ Perform a version upgrade for the selected configuration.

If the configuration of interest is not in the most recently edited list select the
More Selections entry to initiate an open file dialog for its selection.

Completing a selection is accomplished via an option selection, a list

selection and then OK.

A double click on an option is also available, after the list selection, without
requiring OK.

Opening an Existing Configuration

Select the Open the Following Selected Configuration option to open an
existing configuration selected in the most recently edited list. The
configuration is opened without making a backup version or copy.

Note: if the configuration is out of date or reflects an older version,

maxDPUTOOLS prompts you with a warning message. The configuration
may need to be updated to a more current version of the database master or
converted. See "Invoking the Conversion Utility" or "Updating
Configurations within the Same Version."

Creating a Backup Configuration

Select the Open the Selected Configuration With Initial Backup option to
open an existing configuration selected in the list and also make a backup
copy placed in a backup directory of your choice. Because maxDPUTOOLS
implicitly saves all changes as you edit a database, it is recommended that
you create a backup version before editing a configuration to preserve an
original version in the event you need to discard your edits.

The backup option is also available from the File menu, making it possible to
create a backup copy anytime.

To create a backup configuration:

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1. Select a configuration from the choice list and click the radio button for
creating a backup copy.

2. From the SaveAs dialog, specify the path and name of the backup file.

Once you select a backup directory, by default maxDPUTOOLS opens to

this directory again the next time the backup choice is selected. The
directory will include the backup file name to match the original, providing a
quick entry backup.

Creating a New Copy

Select the Create a New Copy of the Selected Configuration option to
copy an existing configuration. Choose this option possibly for testing
purposes or to duplicate control strategy functionality to be used elsewhere.

To copy an existing configuration:

1. Select a configuration from the list and click the radio button for
creating a new copy.

2. From the SaveAs dialog, which opens by default to the directory of the
original file, specify the path and name of the copy.

Note: a Save As option also appears on the File menu. This entry is enabled
when a configuration is open and has active focus. Select this feature to
create a copy of an active configuration with a new name.

This option opens a Save As file dialog with its directory location set to
match that of the original file. When you select this option, maxDPUTOOLS
closes the original configuration, creates a copy and opens the new
configuration to take its place.

Perform a version upgrade

Select this option when a major version upgrade is required such as a DPU
2.1 - 4E to a DPU 4.0 - 4F. The upgrade dialog will appear alLowing the
selection of the target version from those available:

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Creating and Editing a Configuration

Similarly once maxDPUTOOLS is open an upgrade to a configuration can

be initiated as follows:

Select Configuration Version Update from the File menu to access a file
selection dialog.

From the file directory, select a target configuration file with an extension to
access the DPU Version Selection dialog.

The dialog contains a list of available maxDPU models and versions. Select
one and click OK.

DPU models and versions listed in the dialog are sorted in descending order
to place the most recent release at the top for quick default selection via an
enter keystroke. Each master contains the definition of functions and
attributes uniquely supported by their particular release, and serves as a
starting copy for the creation of new configurations as well as a master
reference for the performance of version updating.

After you select a DPU version, the following confirmation dialog appears:

Click OK to proceed with the update or Cancel to abort the update.

Before proceeding with the update, maxDPUTOOLS opens the following

dialog prompting you to create a backup copy of the updated configuration:

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Because maxDPUTOOLS replaces the original file with the updated file, a
backup file is recommended should there be an unforeseen need for error
recovery.

If you select Yes, the utility opens a file directory dialog from which you
may identify the location and name for the backup file.

After you acknowledge the backup prompt, maxDPUTOOLS begins to

process of conversion and also automatically invokes repair and database
compacting utilities to reduce the size of the database and resulting memory
requirements.

When maxDPUTOOLS successfully completes a conversion, the following

dialog appears:

The dialog includes the DPU version identification and confirms any file
type change.

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Creating and Editing a Configuration

Downloading New Security Definitions

Version 2.0 configurations include security subattributes assigned to each
attribute of a function block. New security definitions are implicitly
downloaded when a configuration is upgraded or installed on a target version
2.0 DPU. A security download may also be invoked separately using a
security utility included with maxDPUTOOLS versions distributed with
software release version 2.0 or later. Use this utility to perform a system
wide update or to update an individual DPU.

To perform a system wide security download:

Select System Wide Security Download from the File menu to access the
following dialog:

The dialog displays a list of DPUs dynamically read from the DPUList.ini
file. Click the Download button to start the sequential download of security
to each DPU one by one. The Status column, next to the DPU column,
presents status information as the download progresses through each DPU.
The following status messages may appear:

▪ Pending
▪ In progress
▪ Complete
▪ Failed

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Click the Cancel button to halt the operation if necessary

To invoke a security download for an individual DPU:

From the left-pane tree directory, right-click on the root node of a DPU to
access a menu and select Security Update to access a DPU download dialog.
When the dialog opens the phrase "Security Download Only" appears in the
Action field.

Review the steps as outlined in Chapter 4, "Downloading a Configuration,"

to complete the security download for a singular DPU.

Creating a New Configuration

When you create a new configuration, maxDPUTOOLS creates a new
database file with either a .4E, .4F, .DPUMR, or .ACNMR file extension
depending on the maxDPU model that is selected during creation. From
Windows Explorer, double click on a configuration file with such an
extension to automatically launch maxDPUTOOLS.

Start maxDPUTOOLS and select the “Create a new configuration” option on

the opening dialog. The File menu dropdown also contains a New selection
as an alternative means. This will launch the version selection dialog:

The dialog contains a list of available maxDPU models sorted by their

release version. Select a version/model combination and click OK. Next the
file dialog appears, select or create a file folder, then enter a configuration
name and click Save to complete the creation of the configuration. Next the

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Creating and Editing a Configuration

configuration is opened for editing and the main maxDPUTOOLS window

appears and a DPU icon and the configuration name appear in the directory
tree pane.

Renaming a DPU
To rename a DPU:

1. In the tree directory pane, click the DPU tab, click on the DPU node to
open the Rename a DPU dialog box.

2. The From window contains the current name of the DPU. In the To
window, type a new name and click OK. Click Cancel to close the
dialog without making any changes.

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Adding a Group
Groups are created in a directory hierarchy which may be 8 levels deep.
These groups are used for organizing related function blocks together. This
hierarchy is shown and configured using a tree view structure in the left hand
display pane. Groups appear as tree branches, and the function blocks appear
as leaf nodes.

To add one or more groups to the configuration do the following:

1. In the tree directory, click the DPU tab, right-click on the DPU icon in
the directory tree pane to access a pop-up menu.

Once groups are created at the first level, you can next expand into more
levels of a tree hierarchy by right-clicking as above on any individual
group in the tree view as the starting parent for new groups.

2. Select Add Group from the pop-up menu.

3. When you add a group, a pop-up dialog appears prompting you for a
group name and relative index:

4. Note that the title bar of the dialog shows the selected parent group in
the hierarchy where the new group will be added. Initially this must start
at the top using the DPU name as the root level ([Virtual] as shown in
this example).

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Enter a group name (GName), and optionally a relative index, and click Add
Group. Both entries must be unique within the parent group. The GName
naming rules are:

• 1 – 16 characters in length.

• Each character must be alpha-numeric or one of an underscore “_”, a

hyphen “-“, or a tilde “~”.

• Include at least one alpha or underscore character.

5. You may next continue to add more groups at the same parent level by
entering another new group name and clicking the Add Group button each
time.

6. Alternatively, a group hierarchy may be created up to a limit of 8 levels

without exiting the dialog. Instead of selecting the add group button, the
Add + Move Down button may be used to complete the addition, and make
the newly added group the target parent for the next group addition. Note
that the title bar will change to confirm the change in hierarchy for the next
addition

7. Once the parent target has moved down from the top level, the Move Up
button will become enabled. After making several hierarchy additions, you
can use this button to navigate back up the hierarchy, and then begin a new
sub-tree of group additions along the way.

8. Also note that after having added a group, the Switch To Add Blocks
shortcut button will become enabled. Using this selection will exit the dialog
and immediately call the Add Blocks dialog with the last added group as the
parent for function block additions. Refer to the later section on adding
function blocks.

9. Click Exit when you are finished to close the pop-up.

After exiting, additional groups can later be iteratively added to expand the
hierarchy by repeating the above steps.

Notice that each time you add a group, a new group icon also appears in the
directory tree pane, and is made the newly selected tree location, for use in
immediately completing the group detail, and then adding function blocks.

Index numbers assume a particular importance when the group cannot be

identified by tagname or gname. If you need to change the index number, be sure
the number is unique within the group. See "Changing the Group Node Relative
Index Number."

The relative index is selected incrementally by default. You may manually

change the relative index by also typing in the desired index. The Relative Index
for each group or control must be unique within a group.

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As a simple example, one can quickly create a three level group hierarchy of
/G1/G2/G3 with an ATAG:

1. Open the dialog at the DPU root name via right click and Add Group.

2. Enter “G1” as the GName, click the Add + Move Down button.

3. Enter “G2” as the GName, click the Add + Move Down button.

4. Enter “G3” as the GName, click the Add + Move Down button.

5. Click the Switch To Add Blocks button.

6. Add the ATAG and exit.

7. Here is the resultant tree contents:

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Renaming a Group
To rename a group:

1. In the tree directory pane, click the DPU tab, click on the group node
whose name you wish to change to open the Rename a Group dialog
box.

2. The From window contains the current name of the group. In the To
window, type a new name and click OK. Click Cancel to close the
dialog without making any changes.

Changing the Group Node Relative Index Number

As you create group nodes, maxDPUTOOLS automatically assigns each
node a unique relative index number. Relative index numbers are used to
identify a target group node in a reference field.

To change the relative index number at the group level:

1. In the tree directory pane, click the DPU tab, click on the group node
whose relative index number you wish to change to open the Renumber
the Relative Index dialog box.

2. The From window contains the current index number. In the To

window, type a new index number and click OK. Click Cancel to close
the dialog without making any changes.

Adding Function blocks to a Group

To add function blocks to a Group:

1. In the tree directory pane, click on a group node to select a group in the
configuration where you want to place one or more function blocks.

2. Once you select a location, right-click to open the following group pop-
up menu.

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3. Select Add Block from the menu to access the following pop-up list of
available function blocks.

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4. Click on a listed function block to highlight it and click Add to add that
function block to the configuration. Use the scroll bar to view the entire
list. Note the button options for viewing either a list of templates or a list
of all function blocks. Also note the tab options for viewing an
alphabetic list or a two level hierarchy list by category. Note the option
for viewing help on the selected function.

5. Continue to click Add to add additional function blocks to the selected

group.

6. Click Exit when you are finished to close the pop-up.

Changing Relative Index Number of Controls

As you add controls, maxDPUTOOLS automatically assigns each control a
unique relative index number. Relative index numbers are used to identify a
target control in a reference field. See "Using References to Interconnect
Controls."

Index numbers assume a particular importance when the control cannot be

identified by tagname or gname. If you need to change the index number, be
sure the number is unique within a group.

To change a control's relative index number:

3. In the tree directory pane, click on the control whose relative index
number you wish to change to open the Renumber the Relative Index
dialog box.

4. The From window contains the current index number. In the To

window, type a new index number and click OK. Click Cancel to close
the dialog without making any changes.

Configuring Only Hardware

maxDPUTOOLS permits you to configure only hardware from the hardware
tree directory pane. Click the Hardware tab in the left tree directory pane to
access this directory. As described in Chapter 2, in this view, only buffers
are shown organized three ways:

▪ By location consisting of cabinet, rack, and card,

▪ By function type and address,
▪ all function types by address.

Use this view to quickly configure only hardware or to access only the
hardware content of a configuration. Right-click within any folder at any
level of the folder hierarchy to access a pop-up menu containing items to add

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or delete buffer function blocks. As you add buffers, they are added to each
of the three folder types.

Click on a function block appearing in the tree directory to open its tabular
detail in the right pane. The detail lists all the attributes associated with the
selected buffer. Use the Value and Reference columns to configure
attributes.

Configuring from the By Type Tabular Detail

Notice that when you expand the By Type folder and click on a buffer type
icon, a special tabular detail appears which lists several key attributes per
buffer type. This view makes it easier to quickly configure hardware. Simply
add new buffers from the tree directory and configure the attributes that
appear in the associated tabular grid.

By default, the following attribute types may be configured from this tabular
view:

▪ Address
▪ Redundancy,
▪ maxPAC option,
▪ Failover type,
▪ Cabinet,
▪ Rack,
▪ Card.

Click the Reconfigure button on the tabular grid toolbar to customize the
column configuration and select other attribute types. When you click
Reconfigure the following dialog appears:

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Creating and Editing a Configuration

The Available Attributes window lists attributes from which you may select.
The Selected Attributes window lists attributes already selected to appear in
the tabular grid as columns. Use the left and right arrows at the center of the
dialog to move attributes between the two windows.

Click OK after making your selections. The new selections should now
appear in the tabular detail.

Adding Buffer Function blocks from the Hardware Tree

Directory
To add new buffers from the hardware tree directory pane:

1. Click the Hardware tab in the left pane to open the hardware tree
directory.

2. Select and expand any one of the three standard hardware tree directory
folders.

3. Select a level within a folder and right-click to access a pop-up menu

and click Add to open the following dialog:

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4. Click the drop-down arrow in the Function window to select a buffer

type.

5. Using the keyboard <Tab> key, tab to each of the other fields in the
dialog to specify a buffer module address, cabinet location, rack
location, and card number.

6. In the Group field, assign the buffer to a HID (Hierarchical Identifier)

location. Click the Browse button to the right of the Group window to
select a HID from a pop-up dialog and click OK. Note that the pop-up
dialog of HIDs allows the in place addition of groups to create a new
HID as needed.

7. Continue to click Add to add additional function blocks to the selected

group.

8. Click Exit when you are finished to close the pop-up.

Using Referencing to Interconnect Controls

Use references to connect (or "soft wire") a control with other controls
within a single configuration or across multiple configurations. Enter a
reference in a control to read attribute data. The referenced attribute may be
an input, output, parameter, or status of a DPMS object

Use referencing:

▪ to read an attribute within the same control containing the reference

▪ to read attributes within other controls
▪ to read attributes within controls located in other configurations

Understanding Referencing
References consist of text strings used to identify the location of a specific
attribute. To locate an attribute within a configuration or within another
configuration, a reference text string may consist of:

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Creating and Editing a Configuration

▪ the name of the attribute to be referenced,

▪ a tag name, generic name or relative index number of the control
containing the attribute,
▪ identifying HID information (because referenced attributes are normally
located in HIDs)
▪ name of the DPU pair, maxSTATION address, or IP address, used only
if the attribute is in another configuration.

Controls are referenced by tagname, gname or relative index number.

Because not all controls include a tagname or gname, all controls are
automatically assigned a relative index number when you create them.

A reference string uses syntax containing the following elements:

[<Box>] <Base HID> <HIDModifier> <Point modifier> <Attribute>

Where:

Box Is optionally used to identify the device containing the

DPMS object to be referenced; enter the name of a DPU
pair or maxSTATION, or IP address.

Base HID Is required to identify the starting hierarchical position of

this reference.

HID Modifier Is used to descend from the Base HID to subgroups.

Point Modifier Is used to select a DPMS object from a group; enter the
generic name assigned to a DPMS object, or the relative
identification of an object within a group.

Relative Reference Syntax

The following is a summary of the options for each element in a reference
string.

Note: use a dot with a slash (./) or a slash by itself (/) as level separators.

Box Syntax Options

[<boxname>] An ASCII string representing the registered name of a DPMS
[<pairname>] An ASCII string representing the registered name of a pair of backup
DPMS
[<ip>] An explicit dot separated IP address
[^] The ^ denotes that the desired point may not reside locally and a
level 2 router must be used to resolve the address. A maxDPU will
send this message to a workstation in its domain that is a proxy
server.
[] Point is in this station.
Null

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Base HID Syntax Options

Look up reference in same function block containing the reference
. pointer. For example:
.Out
Where .Out is my out attribute.
From the control containing the reference pointer, move up in a
.. hierarchy to the parent level. For example:
..PARAM1
Make this the leading character in the reference field to cause the
^ routing to search upward in the HID structure until a match is found
between the string that follows and the group name. For example:
^PULV*./COMMON/TEMP.OUT
Where
Out is the attribute of the function block genetically named TEMP in
the child COMMON of the first group.
<wild string> A string possibly containing a question mark (?) character or an
asterisk (*) character; use the question mark to match any one
character. Use the asterisk to match remaining characters. For
example, from the previous example:
^PULV*./COMMON/TEMP.OUT
^PULV*./contains an asterisk as a wild card character; this causes
the routing to search upward in the HID structure looking for group
name matches beginning with PULV.

<utag>. a unique tag (Tagname) assigned to a DPMS object

/<l1>[/<l2>[/<ln>]] . A HID location.

HID Modifier Syntax Options

/<l1>[/<l2>[/<ln>]] . A HID location.

<ln> a hid level representing group names

null

Point Modifier
/#<rel> This contains the relative index identification of an object within a
group. For example:
GROUP123./AREA1/#1.in1
Where
Attribute In1 is associated with a function block having a
relative index of 1 in Group123's child, AREA1
<generic> The generic name assigned to a DPMS object. For example:
./BILL./TEMP.OUT
where
The attribute out is associated with a control having the generic
name temp.
Null

Attribute
<attribute> an input, output, parameter or status of a DPMS object

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Entering References
To enter references, click on a control listed in the tree directory pane to
open its tabular detail display. Enter reference strings for the control in the
Reference column of the tabular grid view.

Notice that the Reference column contains both white fields and grayed out
fields associated with attribute categories. Fields associated with input and
parameter attribute categories are white, indicating that they may be edited.
Gray fields, associated with other attribute categories, will not accept inputs.
Input and parameter attribute categories are used to reference other
attributes, however, input type attributes are most typically used.

You may enter reference strings manually or you may take advantage of
maxDPUTOOLS auto editing features as described in Chapter 2, "Using
Auto Editing Features."

Use auto editing to quickly access pop-up displays listing information to

include in a reference. You may look up the names of other DPUs to
reference attributes in other configurations. You may also look up the names
of controls by tag names, and by relative index numbers. Controls organized
in the same group are referred to as siblings that may be referenced by their
respective index numbers. Once you select a control from a pop-up list by
tag name or index number, a second pop-up appears listing eligible attributes
associated with the selected control.

When you select reference information from a pop-up list, maxDPUTOOLS

automatically enters your choice in the reference field using the appropriate
reference syntax as described in the previous section.

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To enter a reference using auto editing:

In the tabular detail grid, click on a reference field to access an Ellipsis

button. Click on the Ellipsis button (or use the F4 key) to access the
following pop-up:

Note: you may also right-click in a reference field to access the same pop-up
or use function keys to access a pop-up. The pop-up menu available in
reference fields lists function key equivalents for each menu item.

From the pop-up, select Tag name to select any control within the
configuration that has a tag name. The pop-up lists all the available tagnames
found in a configuration.

Select Sibling to select a control within the same group by its relative index
number. The Sibling pop-up lists all index numbers associated with the
target group.

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Select Hierarchy to view a tree view of groups and functions for selection.

Select External to reference a control in another configuration.

Once a control is selected, select Attribute to select from a list of eligible

attributes for that control.

Note: once you enter a reference, select Follow from the pop-up to go
directly to the referenced control. When you click Follow, maxDPUTOOLS
looks up the control being referenced and opens its tabular detail.

Select Toggle Quality to add or remove a leading “!” prefix which is used to
ignore quality when present in order to prevent a closed loop feedback
lockup of bad quality.

Select Print Detail to get a printed report matching the current grid contents.

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Exposing Additional Group Attributes/Parameters

While standard groups can have up to 40 attributes “wired” to connection
points at the boundary of the group, there are times when it is desirable to
have additional parameters available that are attributes of function blocks
contained within a group.

To implement this, use a greater than (>) symbol as the leading character in a
reference field associated with an attribute you wish to expose. This permits
that function block attribute to be accessed by GroupName.Attribute.

If nothing follows the greater than symbol (>), then the exposed attribute
takes on the name of the function block attribute. This can only be allowed if
there is only one attribute exposed with that name. Normally, a name follows
the greater than symbol (>), which becomes the new name of the exposed
attribute.

For example:

Group Name = “MyGroup”

Reference for attribute of a function block within the group =
“>MyAttribute”
Access to attribute = “MyGroup.MyAttribute”

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Using Cross Referencing to Locate References

Use the Cross Referencing utility to open a log listing what other controls
are referencing a control you select in the tree directory pane.

To use the Cross Referencing Utility:

1. Click on a control from the tree directory to select it. This feature is
available in the DPU, Hardware, and Custom tab views.

2. Select Cross Referencing from the drop down context menu to access the
Cross Referencing view pane.

When you select a control and open the utility, a log appears listing all the
controls that reference the selected control.

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When the cross-referencing search is complete, the Print and File buttons
become available. Click Print to print the search log. Click Save to save the
log to a file. To close the cross-reference view pane, select the close (X icon)
button in the upper right-hand corner.

Note also the presence of a shortcut icon in select lines of the cross-
reference. These lines can act as a double click shortcut to go to the detail
for the identifier shown, along with selecting the associated attribute in the
detail grid being referenced.

In addition when a custom function is selected under the custom tab, the
cross-reference has the special meaning of where the particular custom
function is instanced rather than referenced. The list again contains double-
click-shortcut go to capability to the identifier shown.

Creating Custom Function Blocks

Select the Custom tab in the tree pane to create Custom function blocks. Use
the Custom function block feature to encapsulate a group of function blocks
into a reusable function with a user-defined set of interface attributes. These
custom functions may then be used multiple times in a single configuration
or copied across multiple configurations for reuse. Once created, Custom
blocks, each of which is uniquely named, are added to the list of selectable
function blocks.

At its simplest, a Custom block may implement a frequently used subroutine.

At its most complex, a Custom block may consist of numerous combinations
of intrinsic function blocks (standard function block types that come with the
maxDPU) or custom functions that implement a fully developed PID control,
a multi-step sequencer, and so forth.

Custom blocks may consist of combinations of intrinsic function blocks and

other custom functions. Note: When placing custom blocks within a custom
block, the level of nesting is restricted to four levels deep.

Use the custom tabular detail to create and edit attribute definitions for a
new custom function. When you first open the tabular detail, a single row
appears featuring the same five column headings used with intrinsic function
blocks:

▪ Attributes
▪ Category
▪ Data Type
▪ Default Value
▪ Reference
▪ Description
▪ Alternate Description
▪ Security Class

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Add additional rows to define up to 48 attributes per custom control. Similar

to the tabular detail for native function blocks, the custom tabular grid
features automated editing that help you quickly look up the appropriate
entries for many data entry fields and reduce keystrokes.

For instance, when a Drop-down arrow button appears in a tabular grid

cell, you may select an entry for a known list of choices from a drop-down
list. You may enter or modify data in any field at any time. Use the <Tab>
key or click the field with the mouse to select it.

Use the tabular grid toolbar to delete rows or add new rows as needed.

To create a custom function:

1. Open maxDPUTOOLS, create a configuration, and click the Custom

Tab in the left view pane.

2. Right-click on the Local Custom top level icon in the view pane and
select Add from the pop-up menu to open the following dialog:

3. Enter the unique name of the control, add a Category and an optional
Description and click OK. NOTE: When creating the name it must be
unique. Avoid keywords like Service, LSS, Write, Read, Input, Status,
etc. and names or attributes of any standard function blocks or custom
blocks that will be imported from the standard libraries. As a general
rule, names that contain numbers or “_” are more likely to be unique.
Avoid leading or ending the name with “_”, but rather use it within the
name.

After you click OK, a new icon appears inside a category node, in the Local
Custom directory folder, bearing the names you entered when you created
the object. A blank record field appears in the right view pane. Use these
record fields to create your own attributes for the control.

Create a name for the attribute under the Attribute column.

Select a category for the attribute in the Category column (Input, Output, and
Parameter) via the dropdown selection, or right click in the Category column
to invoke an entry dialog for designing a new category. In designing a

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category, it can have a number optional prefix characters assigned. One

character can control the viewing level in the Point Browser where the
attribute is shown. Another character can also specify Input vs. Output
positioning for the attribute in graphical configuration views, and another
optional default trend attribute assignment. Lastly there are characters
reserved for custom use. Note that for releases prior to 4.3, the prefixing
letter option is restricted the X- expert option.

Custom Category Designer

Adding or modifying a category requires a right click operation within the
category column of the design grid, aided by a tooltip hint. This invokes a
context menu with a single entry for viewing the new dialog labeled as “Add
Category…”. Selecting this menu entry opens the Category dialog pictured
as follows:

A text box is provided for the category text.

The View option frame determines a browser view/hiding selection.
The I/O Wiring option frame determines a graphical configuration placement
position.
The checkbox options are for other possible selections that may be enabled
as shown.

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Note that the previous dialog is for release 4.3 and later configuration
versions. For Earlier versions, only the Expert option is allowed, presented
as a check box, and the dialog has the following presention:

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Data Types
Select a Data Type under the Data Type column. Choose from the
following:

Boolean
Complex
Enumerated
Float
Long
Relative time
Text
Time.

Once the custom name is created in the custom field, the name should now
appear in the list of available controls when a control is to be added in the
control hierarchy under the DPU tab.

Custom Enumeration Data Types

For custom function attributes assigned the ENUM data type, value /text
pairs must be defined. These enumerations are then visible as values and
dropdown selections for the associated attributes when configuring an
instance the custom function. They will also be downloaded to the maxDPU,
making them accessible to the browser for similar display and selection, and
can likewise be uploaded from the maxDPU. The creation / editing of
custom enumerations is initiated via a right click within the Data Type field
of the attribute definition grid. This will Note that the record must have been
previously saved and not have any edits outstanding. A single entry context
menu will appear as follows, which when selected will launch the new
enumerations editor dialog.

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Custom Enumerations Edit Dialog

The following modal dialog is used to create and edit custom enumerations:

The buttons on the right provide intuitive edit capabilities. The up / down
arrow buttons on the right provide position reordering within the list for the
highlighted selection. Selecting Add invokes another modal dialog for
defining a new value and text pair, which is then added at the end of the list.
Selecting Edit for a highlighted entry in the list invokes a modal edit dialog
for modifying the value and text. Delete removes the hightlighted entry in
the list. Restore discards all changes and restores the initial enumerations.
Save makes the changes permanent and closes the dialog. Cancel discards all
changes and closes the dialog.

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Custom Enumerations Detail Edit Dialog

The following modal dialog is invoked via the Add or Edit button for editing
a single enumeration entry:

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Custom Data Types

The ability to define custom complex data types exists to complement
custom algorithm coding in the atom compiler. This includes the
specification of a unique 16-character name, along with a unique subtype
and the number of elements making up the complex data. Once defined, the
unique name will then appear in the dropdown selection for data types on the
attribute function definition grid for custom function. The intended use of
such custom types is in combination with the atom compiler, where bi-
directional data transfer can be performed in code for a single local
connection. Thus enabling implicit feedback without the need for separate
wire connections. The creation / editing of custom data types is initiated
from either the file main menu or via a right click within the Data Type field
of the attribute definition grid. In either case, when selected the new custom
data types editor dialog will be launched.

Via the file menu:

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Or via right click context menu:

Custom Data Types Edit Dialog

The following modal dialog is used to create and edit custom complex data
types:

The buttons on the right provide intuitive edit capabilities. Selecting Add
invokes another modal dialog for defining a new type, which is then added to
the list in name sorted order. Selecting Edit for a highlighted entry in the list
invokes a modal edit dialog for modifying the existing type information.
Delete removes the hightlighted entry in the list, subject to a usage count of
zero. Usage invokes a modal dialog listing where the data type is in use.

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Custom Data Types Detail Edit Dialog

The following modal dialog is invoked via the Add or Edit button for editing
a single custom data type entry:

The name entry specifies the unique name to be given to the data type (16
char max.)

The SubType specifies the unique complex subtype ( range 100 – 999).

The # elements has a range of 2 – 16.

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Transferring Custom Functions to Other Configurations

Custom Functions may be transferred to other configurations using
conventional copy and paste approaches or by using the Custom Function
Update/Copy Utility. To copy Functions from one or more configurations to
other configurations using the copy/paste approach, refer to Chapter 2.

Of the two approaches, using the Custom Function Utility is clearly

preferable particularly when configuration databases include numerous
custom functions you wish to transfer. The utility allows you to view a
complete list of Functions from one or more source configurations. From this
comprehensive list, you may copy some or all the Functions at one time to
one or more target configurations.

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Copying Custom Functions

To copy one or more custom Functions from a source configuration to other
target configurations:

1. From the File menu, select Custom Function Update/Copy to access

the custom Function copy dialog box.

2. Click the Source button to access a file directory. From the directory
select a configuration containing custom Functions you wish to transfer
to other configurations.

3. Click the Destinations button to select target configurations.

Selected destinations will appear in the choice list. Notice that, by

default, the configuration you already have open appears in the
destination choice list on the right. Click the Reset button to clear the
list.

4. When you select a source configuration, a list of named custom

Functions associated with that configuration appears in a list box on the
left under Select a Source Configuration and Functions. Each
Function is listed next to a checkbox. By default, all the Functions are
selected. To clear the checkboxes, click Clear and select specific
Functions.

5. Click the Transfer button to transfer all the selected Functions to the
target configurations.

6. Click Exit to close the utility when you are finished.

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The added or updated block becomes part of the maxDPU configuration,

which is independent of the library source copy.

Individual configurations are not updated when the library is updated. To

apply updates, use the above procedure followed by a download.

Creating Templates
Select the Template tab in the tree pane to create Template function blocks.
Use the template feature to create reusable models in terms of preset
attribute values for any existing intrinsic or custom function. Templates may
also be imported from libraries, or copied between configurations via cut and
paste. Different variations of the same function can be created each with a
unique description to describe the functionality represented by the preset
values of its attribute set. Once created, these templates are available as an
alternate list for selecting a function block in the Add Function Dialog used
with adding functions to a group in the DPU tree hierarchy or to a custom
function in the Custom function tree hierarchy.

Various context menu operations are initiated via right-click selection of a

node in the tree hierarchy for creating and maintaining templates. These
include adding a template, renaming the category or description for a
template, deleting a template, renaming a category, deleting a category,
importing from libraries, importing from another configuration, copying a
template, and pasting a template.

To create a template function:

1. Open maxDPUTOOLS, create a configuration, and click the Template

Tab in the left view pane.

2. Right-click on the Local Templates top level icon in the view pane and
select Add from the pop-up menu to open the following dialog:

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3. Select a function from either the Alphabetical or Categorized listings.

The Category and Description fields will then default to match the
selection. Now, optionally modify the category, and be sure to modify
the description to uniquely identify the purpose of this template, and
click Add. Another template may then be added, or when done click
Exit.

After you click Add, a new node appears for any categories added, in the
Local Template directory folder. Under the category nodes, the template
nodes added appear with the names of the function selected and the alternate
description entered. Now selecting the template node will result in the
matching attribute detail to appear in the right hand pane, allowing the
customized presetting of values and references to create the desired model.

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Validating References
To check the validity of references in a configuration, maxDPUTOOLS
includes a Validate References utility. Use the utility to check references
within the same configuration and also to check external references,
references pointing to function blocks in configurations in other DPUs.

When the utility finds a bad reference, the path name of the reference is
listed on a status log display. Double-click on the reference to locate where
the reference occurs in a configuration. You may print the status log or save
the log to a file.

To check input references:

1. Select Validate References from the File menu to start the utility. When
the utility is started a status log display appears at the bottom of your
screen opened in a third viewing pane. When the utility finishes its
search, it lists the path names of all the found bad references and reports
an error and warning count total.

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In the above example the two categories of errors are demonstrated: An ID

error in which the reference identifier could not be found, vs. an Attribute
error in which the identifier exists but the attribute is not valid. In addition a
warning exists. Warnings are the result of any non-optimized references, in
which the attribute referenced may require data type conversion or a
computation step to be referenced and is less efficient, (and thus discouraged
if done to excess) but nonetheless legal. Also note that all external
referencing from an external source (another DPU for example) are non-
optimized. Note the presence of shortcut go to icons in the list. Those lines
containing such an indication may be double clicked to navigate to the detail
pane where the error exists, along with selection of the particular attribute
and reference field in error for correction.

Note: by default the External checkbox is checked when you first open the
utility. This means the utility will also check references pointing to function
blocks in other DPUs. To limit the search to references only in the currently
opened configuration, uncheck the checkbox. The optimized checkbox
option can also be unchecked to eliminate the warnings for non-optimized
references, and thus declutter the view to errors only.

2. To print a listing of bad references, click the Print button.

3. To save the status log file to disk, click the File button.

4. To close the validation view pane, select the close (X icon) button in the
upper right-hand corner.

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Validating maxPAC I/O Buffers

To check the validity and consistency of maxPAC I/O Buffers in a
configuration, maxDPUTOOLS includes a Validate maxPAC Buffers utility.
To begin, select Validate maxPAC Buffers from the File menu to start the
utility. When the utility is started a status log display appears at the bottom
of your screen opened in a third viewing pane. When the utility finishes its
search, it lists the path names of all the problems found and reports an error
and warning count total.

maxPAC module address assignment rules:

Buffer maxPAC #addrs Range Rules

AIB 0 – burst 2 2 – 252 Mod 2
AIB 1 – maxpac 2 2 – 252 Mod 2
AIB 2 – Nonburst 16 16 – 224 Mod 16
AIB 3 – 8 channel 2 2 – 252 Mod 2
AIB 4 – 16 Channel 2 2 – 252 Mod 2
AOB 0 – 564 style 8 8 – 240 Mod 8
AOB 1 – maxPAC 8 8 – 240 Mod 8
AOB 2- Burst 2 2 – 252 Mod 2
CB n/a 2 2 – 252 Mod 2
DIB n/a 1 0 – 31 SlowDIs = false
DIB n/a 1 32 – 254 requires SlowDIs
= true
DOB n/a 1 1 – 254
FB n/a 2 2 – 252 Mod 2, Can
overlap an AIB or
AOB for HART
OD n/a 2 2 – 252 Mod 2
PB n/a 2 2 – 252 Mod 2, Can
overlap a DIB
PLSIO n/a 16 16 – 224 Mod 16
QPAT 0 – 564 style 4 4 – 248 Mod 4
QPAT 1 - maxPAC 4 4 – 248 Mod 4
RTD 0 – 564 style 8 8 – 240 Mod 8
RTD 1 - maxPAC 2 2 – 252 Mod 2
TC 0 – 564 style 16 16 – 224 Mod 16
TC 1 - maxPAC 2 2 – 252 Mod 2

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The following error checks are implemented:

▪ Valid address ranges are assigned based on buffer type and assigned
maxPAC option (where applicable), according to the above table.
▪ If #Addrs used = 2, verify range = 2- 252 and address mod 2
▪ If #Addrs used = 4, verify range = 4 – 248 and Address mod 4
▪ If #Addrs used = 8, verify range = 8 – 240 and Address mod 8
▪ If #Addrs used = 16, verify range = 16 – 224 and Addr mod 16
▪ If a DIB, verify slowDIs is false below address 32 (warning)
and true above address 31 (error)
▪ Allow an FB to overlap with an AIB or AOB address
▪ Allow a PB to overlap with a DIB address
▪ Validate no other overlapping of address assignments exist.
▪ Detect address conflict errors between modules.

The following warning checks are implemented.

• Warn of assignments below 32 that are other than DIB or DOB
(a predominant customer accepted practice).
• Warn of non-continuous Fast DIB addressing
• Warn of address 258 as unassigned.
• Tagnames are recommended for all buffers.

When the utility finds an error or warning, the path name of the attribute is
listed on a status log display (typically Addr). Double-click on the status log
entry to navigate to where the attribute occurs in a configuration for editing.
You may print the status log or save the log to a file.

Note that the utility is also automatically run prior to a download. Any errors
will prevent the download from proceedings. Warnings are ignored.

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In the above example a mix of errors and warnings are demonstrated. Note
the presence of shortcut go to icons in the list. Those lines containing such
an indication may be clicked to navigate to the detail pane where the error
exists, along with selection of the particular attribute in need of correction.

After making corrections and saving the updates, click the Start button to
rerun the validation.

To print the status log, click the Print button.

To save the status log file to disk, click the File button.

To close the validation view pane, select the close (X icon) button in the
upper right-hand corner.

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Validating MIO Buffers

To check the validity and consistency of MIO Buffers in a configuration,
maxDPUTOOLS includes a Validate MIO Buffers utility. To begin, select
Validate MIO Buffers from the File menu to start the utility. When the utility
is started a status log display appears at the bottom of your screen opened in
a third viewing pane. When the utility finishes its search, it lists the path
names of all the problems found and reports an error and warning count
total.

The following error checks are implemented.

• No more than 16 I/O modules assigned to an IBC and no modules may
be installed in B stick positions.
• No I/O modules on an IBC may be marked as being redundant.
• No more than 32 I/O modules assigned to an EIBC
• For I/O modules assigned to an EIBC, they must be addressed as
positions 00 – 31 within sticks A or B (A00-A15 and B00-B15).
• No more than one I/O module assigned to a slot except for HART
buffers which must be assigned to an address that matches that of a
HART AI or AO module.
• If module redundancy is selected, the I/O buffer must be set to an A
stick position and there must not be any module assigned to the
corresponding position in the B stick. The HART buffer must also have
matching redundancy selected.
• Address conflicts between IBCs (EIBCs) based upon values in IBCSW1
and IBCSW2.

The following warning checks are implemented.

• Tagnames are recommended for all buffers.
• A Cabinet and IOGroup assignment are recommended for the IBC and
EIBC.

When the utility finds an error or warning, the path name of the attribute is
listed on a status log display. Double-click on the status log entry to locate
where the attribute occurs in a configuration. You may print the status log or
save the log to a file.

Note that the utility is also automatically run prior to a download. Any errors
will prevent the download from proceedings. Warnings are annunciated via a
messagebox with the option to continue the download.

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After making corrections and saving the updates, click the Start button to
rerun the validation.

To print the status log, click the Print button.

To save the status log file to disk, click the File button.

To close the validation view pane, select the close (X icon) button in the
upper right-hand corner.

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Performing Global Edits Using Find And Replace Utility

Use the Find and Replace utility to make global changes to entered values
and references.

To make global changes to values and references:

1. Select Find and Replace from the File menu to access the Find and
Replace dialog box.

2. In the Service field click the down arrow to select a control from a drop
down list or accept the default, <ALL>, to search on all available
controls.

3. In the Attribute field, click the down arrow to select an attribute type
from a drop down list, or accept the default, <ALL>. If you accept the
default, the utility searches for values and references associated with all
attributes in a configuration.

4. In the field labeled In, select value or reference to direct the search tool
to search in reference fields or value fields. The tool cannot search both
values and references in one pass.

5. In the field labeled Position, specify which substring position to search.

Click the down arrow to select prefix, suffix, exact, or use the default
position, any.

6. In the field labeled Find, enter a substring you want the search tool to
find.

7. In the field labeled Replace, enter the replacement substring.

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8. Click the Find button to begin the search and replace. When you click
Find, the first point name containing the substring matching the search
criteria appears under Results in the ID field. The From field contains
the target substring match. The To field contains the replacement
substring you entered in the Replace field. You may edit the replacement
substring appearing in this field if you desire.

9. Click the Replace button to replace the value or reference for the
selected point.

10. Click Replace All to replace all values or reference matching the search
criterion at one time.

Click Print to print a log of points matching the search criteria.

Performing Database Searches

Use the Search utility to locate information in a configuration database
meeting specific search criteria.

To perform a search:

1. Select Search from the File menu to access the following dialog.

2. The dialog contains search filters allowing you to request progressively

more specific information. In the Service window, use the drop-down
arrow to select the name of a specific control. By default, <All> appears
in the window, directing the search utility to search all available
controls.

3. In the Attribute Match window, enter the name of an attribute, such as

in1 (input 1) or enter a wildcard pattern, such as in*. In this example, the
search utility will search all controls having any attribute names
beginning with in.

4. To make the search more specific, in the Value window, enter a value
string or wildcard pattern. By default, the search utility looks for "like"

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values matching the entered string. To enter a different search criterion,

click the drop-down arrow button next to the default (like) to select
greater than (>), less than (<), and not equal to (<>). String comparisons
are performed using ASCII values (example: abc is less than bcd).

5. In the Ref Match window, enter a reference string or a wildcard pattern.

6. Click Start to accept the inputs and begin the search.

When the search begins, the search utility opens a new dialog featuring a
search log and a new set of buttons. The search log reports when the search
was begun, describes the search criteria, and lists specific matches. The bar
at the bottom of the dialog reports total number of matches found.

Click the Print button to print the search results, or click the File button to
save the search results to a file.

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Searching for Points by Tagname

To search for a point by associated tag name:

1. Select Find by Tag Name from the View menu to open the Select a Tag
Name dialog box.

2. The dialog presents you with a list of all tag names in the configuration
database. Click on a tag name from the list to select it and click OK to
begin the search. Alternatively, a tagname may be typed or pasted into
the text box at the top. The text box supports auto-completion and will
position the list box to match for reviewing the description and function
type before selecting OK.

3. When the search is complete, maxDPUTOOLS locates the point

containing the searched tag name in the tree directory and opens its
tabular detail in the grid view pane.

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Viewing the I/O Cross Reference Summary Display

An I/O Cross Reference Summary is available which displays in tabular
format the I/O tagname.attributes that read the Inputs of buffers or that drive
the outputs of buffers via referencing, along with buffer tagname.attribute
and module location information. The Summary can be sorted and filtered,
containing grid columns that can be resized and re-arranged, and finally
printed or exported in CSV format. The summary supports both the maxPAC
and MIO types of hardware.

1. Select the I/O Cross Reference sub-menu selection from the File menu
to open the summary as a modal dialog box. This may take a while to
search the configuration for the data to display.

2. The dialog is initially shown in a By Location sort order to the columns.

The sort order columns include the Cabinet, Rack, Card, and Channel of
the module associated the buffer Type. The Buffer signal column is a
combination of the Buffer Tagname and Attribute that is being
referenced. The I/O Reference column contains the combination of the
Tagname (ATag, DTag, or Custom) and Attribute where the reference
exists, along with its associated Desc or Title Attribute as the I/O
Description column (in practice a description of the buffer signal). Note
that when a Tagname is not assigned, a HID will alternately be used.

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3. Note the Combo Box labeled as Sort. This provides for four choices in
the Sorting and column ordering of the grid:

• Sorted by Location (sorted by the Cabinet, Rack, Card, and Channel)

ordered as shown previously.

• Sorted By I/O (sorted by the I/O Reference column) re-ordered as follows:

• Sorted by Buffer (sorted by the Buffer Signal column) re-ordered as

follows:

1. Sorted by Type (sorted by the Type and Buffer Signal columns:

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4. Note that the display dialog window can be resized by dragging its edges
(the above pictures were intentionally made small as examples), or
selecting the maximize button at the top right of the title bar.

5. In addition to the built in sort order determined column layout, columns

can be moved by selecting and dragging in the column header, and also
resized by selecting and dragging the right hand vertical border. A quick
shrinking is also supported via a right click in any column header. Such a
column does not fully disappear, but is ignored in the print and export
output. Of course if needed, a horizontal scroll bar will automatically
appear when window sizing and/or column sizing requires it.

6. The contents of the grid can be consecutively filtered or drilled down via
the use of a context menu that will appear when a right click action is
performed in a cell location of interest:

7. As shown above, the cell value at row 4 and column 6 was selected and a
substring of the cell text was highlighted. Note that without performing
any highlighting, the complete cell text is used as the selected text. Note:
Numeric field will always use the complete cell text. Next a right click
was used to invoke the context menu for filtering. Five choices exists:

• Fiter by Selection – Remove all rows that don’t match the selection.
• Filter Excluding Selection – Remove all rows that match the selection.
• Filter by Entry – Invoke a dialog box for entry of a pattern match string
using wildcard characters to be the selected text for filtering.
• Remove Filter – Disabled as no previous filtering has been applied.
• Cancel – Close the context menu and take no action.

8. Having applied the above Filter By Selection the result is:

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The number of rows has been reduced to 7, those matching the filter criteria.

9. Note that the two filter buttons have now been enabled:

The left-hand Undo button can be used to remove just the last filter
applied. The right hand Remove Filter button removes all filtering. In
this way through a stepped combination of filtering the grid content can
be drilled down. Any mistake in filtering can be removed via the Undo
button.

It is possible to multi-select rows in the grid by range or row selection

via the Shift and Ctrl keys, to choose a subset of rows to print or export.
In the absence of any explicit row selection, all rows will be printed.

10. The Print button provides a formatted report output to a printer. The
column ordering and width on display is used as the formatting, with
a header and page numbering provided.

11. The File button saves formatted output to a file.

12. The Export button produces CSV output for use with MS-EXCEL.

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Searching for Duplicate Group and Tag Names

maxDPUTOOLS does not permit you to create duplicate group and tag
names in the same configuration database; however, duplicate names may
appear among separate, multiple configuration databases. To detect duplicate
names among databases, use the duplicate name search tool.

To begin a search:

1. Select Duplicate Names from the File Menu to open the search tool
dialog display.

2. Click the Select button to select a configuration to compare from a

Windows file directory dialog box.

3. Click the Start button to begin the search. The search results appear in
the bottom window of the dialog display.

The search results window reports the date and time the search was
requested, when the search ended, and how many total duplicates were found
for all configurations searched. Each configuration in the search is compared
to one or more other configurations in the search.

Two configurations are compared at one time until all combinations have
been analyzed. The main body of the search report details which two
configurations were compared, how many duplicates were found for this
specific comparison, followed by a listing of each duplicate tag name found.

Click the Print button to print the search results, or click the File button to
save the search results to a file.

Repairing the Database

Use the Repair command to recover a configuration that shows an error on
an attempt to be initially opened. Such an occurrence can result from a
power outage or network failure (if a non-local share drive is where the
configuration resides) when editing. Should you experience an outage or
network failure as you are building a configuration, when you recover your
system, restart maxDPUTOOLS, and select Repair from the File menu.

When you select Repair, maxDPUTOOLS goes back to the last successful
transaction before the interruption occurred. Your most recent edits may be
lost.

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Using Data Compression

Use data compression to reduce the size of a database and improve retrieval
performance.

To implement data compression:

Select Compact Database from the File menu for an open configuration.

When you select Compact Database, the utility begins to compact the
selected configuration. When the utility finishes, a prompt informs you that
compacting is completed. Click OK. Note that automatic compacting always
occurs when initially opening a configuration. This feature is most useful
after a significant number of edits have been performed, and a separate
backup copy is desired before continuing, or the configuration is just being
closed prior to an archive copying operation. When performing a backup
copy, compact first then select Backup from the file menu.

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Creating and Editing a Configuration

Uploading Online Changes

If you are editing an existing database, use the Configuration Upload Feature
to incorporate any changes introduced online from other programs, such as
the maxVUE Graphical Configurator or Points Browser.

To upload online changes for an individual DPU:

1. Select the Configuration Upload entry from the File menu to access the
following dialog box.

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2. In the Select a DPU section, click the down arrow of the name entry to
select an entry from a drop-down list. Note that all DPUs should be
present sorted by their name and backup role. Choosing one will cause
the live operational status on the right to be activated as follows:

3. The selected DPU must be an appropriate operational state for the

Upload button to be enabled. Note the annotation below the selected
DPU based on the combination of the operational status and backup link
as being either Preferred or Not recommended as follows:

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4. The preferred and acceptable operational states are:

• DPU_ACTIVE_STAND_ALONE
• DPU_ACTIVE_UNINIT_STAND_BY
• DPU_ACTIVE_WARMING_STAND_BY
• DPU_ACTIVE_FAILED_STAND_BY
• DPU_INACTIVE_HOT

5. The non-preferred, but still allowed states are:

• DPU_ACTIVE_HOT_STAND_BY (The other DPU in a

DPU_INACTIVE_HOT state is recommended in order to reduce loading on
the active DPU).
• DPU_INACTIVE_STAND_ALONE (use with caution, as running without
backup enabled will result in out of date results).

6. Next, click the Upload button to access a Windows file directory dialog,
which permits you to copy the configuration to a new name. If you don't
make a copy, the uploaded configuration will overwrite any original
configuration having the same name.

When you click Upload and create a copy of the target configuration, the
upload utility begins to load the configuration. A progress bar appears at the
bottom of the dialog. A trace log appears in the center of the dialog to report
any errors or problems during the upload.

When the upload is finished, click the Print button to print the trace log or
click the Save button to save the log to a file.

Note: the upload utility attempts to match the DPU version being uploaded.
If the utility cannot find a DPU matching version after you click the Upload
button, the following warning dialog box appears:

Should this dialog appear, click OK to access the DPU Version Selection
dialog. From this dialog, select an alternative version master.

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To upload online changes for a selected set of multiple DPUs:

1. Select the Configuration Bulk Upload entry from the File menu to start a
multiple selection upload. Note that this same capability also exists as a
stand-alone application program named maxDPUToolsUpload.exe in the
C:\Mcs\maxDPUTools folder, providing an easy method of performing a
complete save of the DPU running set. The program’s advantage is the
capability to completely minimize itself to the tray while running.
2. The bulk upload will first present a multi-selection check-box list dialog.
Note that all DPUs should be present sorted by their name and backup
role. The dialog will show the operational status of each, and again
provide preferred recommendations based on current state and backup
link status, based on the rules pereviously stated above:

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3. Make the selections to upload. Use the “Show Selections Only”

checkbox to declutter the list for review as follows: Note this is a read
only view when using the feature.

4. Use the OK command button to complete the selection. At which point,

the selection dialog will close and the following dialog will appear to
start the upload:

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5. Next select a destination folder, and then finally select the Upload
command button to begin.

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6. The upload will proceed sequentially one-by-one through the DPU

selections.

7. Note that when starting each upload if the operational status has changed
from that when originally selected, this will be considered an error and
the individual DPU will be skipped. The intent is to favor uploading in
the “Inactive Hot” state to avoid any loading on the other DPU of the
Pair running in “Active Hot Standby” state.

8. The following show an example of the progression though each DPU

until finally complete:

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9. After completion review the log for any errors. The log may be printed and/or saved as a
file.

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Chapter 4

Performing Offline Graphical Configuration

Overview
The maxDPUTOOLS utility now supports performing graphical
configuration for a version 4.3 or later DPU 4F configuration.

The features of graphical configuration are largely identical to editing using

the maxVUE Editor as outlined below:

• The layout of an individual group’s content is drawn identically as a

sheet view, optionally spanning multiple contiguous pages.

• Toolbars and context menus, combined with the keyboard and mouse,
are used to accomplish various edit actions.

• Functions can be added, deleted, copied, pasted, repositioned, or moved

between sheets. Note that as before sheet position effects execution
ordering.

• Wiring references can be drawn between input and output connectors,

with turns that can be manually or auto routed, along with the option for
adding additional pivot points.

• Tabular detail can be viewed and edited for an individual selected

function.

• Sheet properties for the group can be viewed and edited.

• Panning and zooming can be performed to view small detail.

• Graphical elements can be added as backdrop to the sheet and saved as

an .MN file.

• Navigation to other sheets can be performed via reference following, a

find by tagname entry, a find by hierarchical tree selection, or recent
viewing history list selection.

Refer to publication 278606 entitled the “Graphical Configuration User’s

Guide”, for complete details of the editing features that are in common with
the maxVUE Editor.

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The distinct differences of using graphical configuration within

maxDPUTOOLS vs. the maxVUE Editor are:

• Only one sheet is viewable at a time. Previously viewed sheets can be

recalled via a most recently viewed pop-up list rather than as part of a
File menu list, which does not exist.

• No main menu exists. Similar operations are all performed via the tool
bar buttons, pop-up context menus, or keyboard short cut entry.

• Live mode is not supported. Testing requires exiting the graphical

configuration view and performing an install operation.

• All edits are saved as they are made in the currently open configuration
file. Appropriately timed configuration file backups are recommended.

• All custom block instances appearing in groups are always locked, with
their detail inaccessible.

• The detailed editing of a custom block requires selecting it individually

for editing from within the Tree content under the Custom tab view.

• Tabular detail is viewed using a vertically split two-pane view, rather

than a floating window. The detail format is identical to the main
maxDPUTOOLS tabular detail.

• The Browse Configuration popup is a custom dialog, different from the

Point Browser based version in the maxVUE Editor. Its content
represents only the current configuration being edited.

• A select by Tagname custom dialog is provided, different from using the

Point Picker dialog in the maxVUE Editor. Likewise, its content
represents only the current configuration being edited.

• Navigation by reference following works only within the content of the

current configuration being edited.

• Wiring edits made in the tabular view that affect the sheet drawing are
immediately refreshed in the sheet, and vice versa.

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Performing Offline Graphical Configuration

Getting Started
The graphical configuration view is launched from within the tree view of
maxDPUTOOLS. First select any node in the tree view under the DPU tab or
an individual custom block under the Custom tab view. Then right click to
access the context menu entry labeled as “Graphical Configuration…”.
Alternatively, the short cut keystroke “<Ctrl>-G” can be used after selection.

Within the DPU tab, selecting the top level DPU node in the tree, will result
in a sheet view of the top-level group of the DPU with a path of “/”. Note
that the “/System” group is explicitly hidden from view, since its content
should not be edited!

Alternatively, selecting a group or a function within a group from the tree

will yield the sheet view for that group. Note that initiation via a child
function selection will show the selection within the correct sheet page and
in yellow highlight.

Lastly, selecting a custom block node from the custom tab view yields the
special version of a sheet used for custom block design, with Input and
Output shell connector blocks.

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The Sheet View

The graphical configuration sheet view appears as a full screen sized modal
dialog, typically with a set of toolbars visible as shown here:

The dialog title bar contains the name of the configuration file along with the
name of the group hierarchy represented by the sheet. Note that no main
menu is present as in maxVUE.

Otherwise the above example sheet has an identical look and operation to
maxVUE Editor. As shown, the Editor view and Graphical Configuration
toolbars are optionally docked at the top, along with the Thumbnail view
floating. Excluded from view are the Graphic Drawing and Control List
toolbars, which can be enabled using the context menu checkbox selections
as shown.

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Context Menu Differences from maxVUE

Note in the previous example, that the context menu has a Delete entry in
place of the Cut entry present in the maxVUE editor. The Cut and Paste
operation is not supported by maxDPUTOOLS. Only a single selection Copy
and Paste operation is allowed, the same as in the maxVUE Editor.

Graphical Configuration Toolbar Differences from maxVUE

The Graphical Configuration toolbar also has some variation from its
maxVUE Editor counterpart:

• A recent history button, shown as has been added. This provides

similar functionality to the File menu recent file list via a popup
selection dialog.

• The Browse Configuration button, , has also been duplicated from the
Graphic Drawing toolbar to avoid the necessity of showing the drawing
toolbar.

• The Freeze check and Values/Names buttons have been removed and are
not supported by maxDPUTOOLS.

Graphic Drawing Toolbar Differences from maxVUE

The Graphic DrawingConfiguration toolbar also has some variation from its
maxVUE Editor counterpart:

• The Alternate language and test mode related buttons have been
removed and are not supported by maxDPUTOOLS.

Shortcut Keys
The following shortcut keys are available, even with the toolbars not present:

• <Ctrl>-R to view the recent history selection dialog.

• <Ctrl>-T to view the Find by Tagname selection dialog.

• <Ctrl>-H to view the Browse Configuration selection dialog.

• <Ctrl>-L to return to the last sheet view.

• <Ctrl>-W to restore the worldview to the 100% zoom level.

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Detail Display Editing

As previously stated the tabular detail is viewed within the lower part of a
sizeable vertically split two-pane view, rather than a floating, point browser
detail window as in maxVUE Editor. The detail display is launched
identically as in the maxVUE Editor, via either the Detail Button, , in the
Graphical Configuration toolbar or double clicking on a function block
within the sheet, (except for a Group, in which double click navigates to the
group detail).

The tabular detail layout and operation is identical to that in the main editor
display of maxDPUTOOLS. Once open, the detail persists and follows the
selected point, until closed via the button shown at the top right of the
detail. Note the splitter bar in between the sheet and detail panes, which
allows resizing of the detail pane via mouse selection and drag movement

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Performing Offline Graphical Configuration

Browse Configuration Selection

Selecting the Browse Configuration toolbar button, , or using the shortcut
key <Ctrl>-H brings up a modal selection dialog to allow navigation to any
sheet in the currently open configuration’s hierarchy:

The selection dialog is a tree view of the Group and function hierarchy.
Navigate to and select a group or function within a group to view,
completing the selection with the OK button, or a double click. The initial
display always navigates to and selects the currently viewed group as a
starting reference. Note that a selected function within a group will show as
initially selected in yellow highlight within the correct sheet page of the
group.

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Recent History Selection

Selecting the Recent History toolbar button, , or using the shortcut key
<Ctrl>-R brings up the modal Recent History selection dialog to enable
quick navigation back to a recently viewed sheet:

The selection dialog is a scrolling list of the recently viewed sheets in

hierarchical sorted order. The initial display always navigates to and selects
the currently viewed group as a starting reference. The current and last
sheets are annotated. The option for selecting a list entry is completed via the
OK button or a double click on a list entry. Alternatively the Last sheet can
be quickly re-selected. Note that the shortcut key <Ctrl>-L directly entered
from the sheet view exists to return to the last sheet without requiring the
viewing of the selection dialog.

Alternatively, an immediate switch to the Browse Configuration selection

dialog can be performed via the Browse button.

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Performing Offline Graphical Configuration

Find by TagName Selection

Selecting the Find toolbar button, , or the shortcut key <Ctrl>-T brings up
a modal selection dialog to allow navigation to a sheet containing a function
with a tagname within the currently open configuration:

The Find by Tagname selection dialog is a scrolling list of tagnames in

sorted order. The option for selecting a list entry is completed via the OK
button or a double click on a list entry. Note that the selected function will
show as initially selected within the correct sheet page in yellow highlight of
its parent group.

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Saving MN Displays
The Graphical Configuration view implicitly keeps track of the editing of a
sheet when it includes any optional graphical elements or controls. Upon
adding, editing, or deleting graphical elements or controls, the following
prompt will appear upon closing the sheet if a File Save using the Graphic
Drawing toolbar button was not performed:

An initial save also confirms the file name and folder location desired:

The default folder where group sheet files are saved is named after the
configured DPU name: with a pathname of
“C:\Custom\Configs\Operating\[DPUNAME]”.

The default folder where custom function sheet files are saved is named:
C:\Custom\Configs\Operating\Library” and is intended to be shared among
configurations.

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Chapter 5

Downloading a Configuration

Overview
maxDPUTOOLS allows you to install all or part of a configuration. Use
maxDPUTOOLS to install an entire configuration (full installation) or to
install any part of the configuration down to a single function block (an
incremental installation).

In the tree directory, select the DPU icon at the top to perform a full
installation of the configuration. To perform a partial installation, select any
level of a group hierarchy or a single point within a group. When you select
a group, the Download option installs all groups nested under the selected
parent group.

Caution: After a configuration download to an active DPU, the initial state

of all Analog and Digital Outputs will always be zero. If there is a reference
on the output attribute, the output will be frozen and not updated by the user
logic until the state is changed to unfrozen. A configuration download to an
inactive DPU requires that “Backup” be disabled. When the download is
complete, the active DPU will send the current value of the outputs to the
inactive DPU. If a “Cold” failover (Backup Disabled) is initiated, the newly
active DPU will set the outputs to the values received from the previously
active DPU. It is important that the I/O hardware configuration be the same
between the two DPUs since the value sent are in a raw table format. All
outputs will be automatically frozen as a result of performing a “Cold”
failover.

DPU Version Mismatch

When you begin a download, maxDPUTOOLS checks the configuration
version you are about to load against the version of the selected target DPU.
If the configuration version and DPU version don't match, maxDPUTOOLS
displays the following warning message:

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Click OK to ignore the mismatch and proceed anyway.

A mismatch may occur when a maxDPU has been upgraded with the latest
firmware update but the maxSTATION contains an older version of
maxDPUTOOLS or vice versa. Use this override with caution; this should
not be considered normal! There may exist significant compatibility
differences, particularly between major releases, that will result in
unexpected behavior.

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Starting the Download

Caution: during the download process outputs, such as AOB and DOB, will
automatically be frozen. You must unfreeze the outputs to enable automatic
control.

To begin a configuration download, in the tree directory pane right-click on

the DPU icon, a group node, or an individual point and select Download
from the pop-up menu. The Download command opens the following dialog.

Figure 4-1. Configuration Download Dialog.

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In the Selection area, the DPU name and the type of install (in this case a full
download) are already entered in the appropriate fields. The IP address of
the target DPU appears in the Primary Address window. Note the optional
field for entering a reason statement, which will become part of the
download history log file (See later chapter on Configuration Management).

Because the download is directed to a running DPU, the areas labeled

Primary and Secondary contain information about the primary and secondary
DPUs. If the target DPU is not part of a backup pair, the dialog shows only
information for a single DPU. The dialog automatically obtains the
information through Software Backplane subscription. Note also that the
Freeze and Download buttons for each DPU are available.

Note: If you are creating a configuration and defining a new DPU for the
first time, only the fields in the Selection area are filled in. Other information
fields are blank and associated buttons are not available. See Figure 4-2. See
"Starting a Download when the DPU Is Not Defined."

Using Takeover and Enable/Disable Buttons

The primary and secondary DPUs both feature Takeover buttons, which have
the same functionality as the Takeover button on the front panel of a
maxDPU. Since the primary DPU shown in Figure 4-1 is inactive, the
Takeover button is available; however, the Disable Backup button is not
available. Notice that for the secondary DPU this state is reversed. As shown
in Figure 4-1, the Takeover button is not available, because the secondary
DPU is active. Click the Takeover buttons to force the inactive DPU to take
control of the I/O and begin function block execution.

Upon starting a download, the backup link between the DPU pairs will be
automatically disabled to prevent the active DPU from updating the inactive
DPU during a download.

Standalone Mode
Standalone mode of a DPU pair is used for downloading of a new database
to a DPU. The DPU pair can be left in Standalone mode to allow testing of
database variations or updates.

To accomplish this testing, each DPU will need to be downloaded with the
desired database. In Standalone mode it is assumed that the active will
remain in control and no automatic failover will take place. In this mode no
database update information is passed over the backup link. The only
information sent across the link is the current state of the outputs.

This information is used by the inactive DPU to maintain the current state of
the outputs in the event of a failover. However, since the control algorithms
may be different, a DPU taking over will freeze all outputs. You must
unfreeze the outputs to re-establish automatic control.

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Downloading a Configuration

In Standalone mode, there is no automatic failover. To force a failover, click

the Takeover button on the inactive DPU or issue on OpTakeOver command.
The OpTakeOver command can be issued from maxDPUTOOLS (take
button), Point Browser, or a button added to a maxVUE display. Once the
takeover is initiated, all outputs will be in the frozen state. The database in
the previously active DPU will remain unchanged, including any new
operator actions. If the original DPU is then forced to be active, it will
contain the database it had at the time it became inactive except the outputs
will now be frozen.

The State LED is green on the active DPU and yellow on the inactive DPU.

Then click the Download button to begin the configuration transfer to the
target DPU. Note: When this DPU is made active, all outputs will become
frozen. The Download Freeze Check program will need to be run after this
DPU is made active.

Hot Standby Mode

Once a database has been downloaded to an active DPU in Standalone mode,
click the Enable Backup button. Once you click this button, the active DPU
will command the inactive DPU to clear its database and then send a copy of
the active database to the inactive.

The DPUs will enter a warming state. In the warming state, there can be no
automatic failover since the database in the inactive is not complete. Once
the warming is complete, the inactive will enter an “Inactive Hot Standby”
state. In this mode the following conditions will cause failover:

▪ Failure of the active DPU

▪ Failure of both A and B network communications to the active DPU (and
no failure to the inactive)
▪ Reset or power failure of the active DPU
▪ Pressing the takeover button on the inactive DPU
▪ Issuing an OpTakeOver command to the inactive DPU.
▪ Failure of the active DPU to communicate with a number of I/O that
exceeds defined thresholds. (See Publication 278589, Function Block
Programmer’s Reference and User’s Guide, Chapter 1, “Buffer
Alarming.”)

Enabling Backup will cause the active DPU to “restart” the inactive DPU
and then send a current copy of the database to it. The bottom LED of the
active DPU will flash from green to red while warming the inactive DPU.
The inactive DPU will flash from red to yellow while warming.

When the backup is fully functional, the active DPU will flash yellow to
green and the inactive from yellow to off. At that point, a failure of the
active DPU will result in the inactive taking control. Manual intervention is
required to enable the previous active to become an available backup. To
accomplish this, reset the failed DPU.

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Viewing a Trace Log

During the download, a progress bar appears at the bottom of the
Configuration Download dialog. If any errors are found during the
download, they are listed in the Info window as part of a trace log.

When the download is finished, Print and File buttons next to the Info
window become available. Click the Print button to print the search results,
or click the File button to save the search results to a file.

Starting a Download when the DPU Is Not Defined

When you perform a download and the target DPU is not defined in the
DPUlist.ini file, the download dialog appears with no DPU information.
Before the download may proceed, you must define a DPU.

To define a single DPU or DPU pair, you must first enter a DPU IP address.
The download dialog, in turn, updates the DPUlist.ini file.

To define a new DPU before a download:

1. In the tree directory, click on the DPU icon and right-click to access the
DPU pop-up menu.

2. Select Download from the menu to access the download dialog. Notice
that in the Selection area the DPU name is already entered. In the Action
field, the type of download is full.

3. In the Primary Address field, enter the IP address of the target DPU in
the form n.n.n.n and click Save.

4. When you click save, maxDPUTOOLS updates the DPUlist.ini file. You
are prompted to confirm the update. Click Yes or No.

5. If you select Yes from the last step, a second prompt asks you if the
target DPU is part of a backup pair. Click Yes or No. If you click Yes,
the dialog displays a description of the backup DPU. If the download
proceeds without errors, maxDPUTOOLS informs you that the update
succeeded. Click OK.

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Critical Resource Usage

The Download dialog contains a Critical Resource Usage section as show below:

The Critical Resource Usage shows the actual count, the maximum capacity, and the
percentage in use of the services and the references defined in the configuration. These limits
will vary with the DPU model. Exceeding either of the maximum capacity limits will prevent
any download.

Typically the services are the more critical resource used. A Services Limit Warning will
occur when less than 500 spares remains. Spares are recommended to support an incremental
download where custom functions have changed, which may require the need for more than
the stated usage.

An example Services limit warning (499 spares or less):

An example Services limit error (download is prevented):

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Performing an Incremental Installation

Installing a Group hierarchy:
Caution: The outputs of Buffers, such as AOB and DOB, contained in the
section being downloaded will be frozen. You must unfreeze the outputs to
regain automatic control.

1. In the tree directory, click on any group icon at any level of the
configuration and right-click to access the group pop-up menu.

2. Select Download from the menu to access the download dialog. Notice
that in the Selection area the DPU name is already entered. In the Action
field, the path name of the group about to be installed appears.

3. In the Primary Address field, enter the IP address of the target DPU in
the form n.n.n.n and click Save.

4. When you click Save, maxDPUTOOLS updates the DPUlist.ini file. You
are prompted to confirm the update. Click Yes or No.

Installing a Single Point

To install a single point:

1. In the tree directory, click on a point you wish to install and right-click
to access the control pop-up menu.

2. Select Download from the menu to access the download dialog. Notice
that in the Selection area the DPU name is already entered. In the Action
field, the path name of the point about to be installed appears.

3. In the Primary Address field, enter the IP address of the target DPU in
the form n.n.n.n and click Save.

4. When you click Save, maxDPUTOOLS updates the DPUlist.ini file. You
are prompted to confirm the update. Click Yes or No.

5. If you select Yes from the last step, a second prompt asks you if the
target DPU is part of a backup pair. Click Yes or No. If you click Yes,

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the dialog displays a description of the backup DPU. If the download

proceeds without errors, maxDPUTOOLS informs you that the update
succeeded. Click OK.

Incremental Download Detail

Incremental download proceeds in one of two ways base on the situation:

Add a new Group hierarchy or a new single instance.

Update an existing Group hierarchy or existing single instance

When a Group hierarchy is selected, the action taken is based on a

comparison of the group’s assigned GName and SvcRelIdx within its parent
hierarchy by SvcHandle vs. that in the running DPU.

If neither the GName nor the SvcRelIdx is present in the running DPU under
the parent Group in the DPU, then an addition will occur.

If both the GName and SvcRelIdx are present and assigned to a single group
instance in the DPU under a matching parent group, then an update will
result.

If otherwise, i.e. a group with a matching SvcRelIdx but mismatched GName

is present, the download will abort because the possibility of corruption
exists. An error message in the log will suggest that changing the GName
requires the download to start at the parent level, if appropriate.

Special handling is provided, so, that when the parent group hierarchy is
missing in the maxDPU, it is also included in the downloaded hierarchy.

When an instance selection is the starting point for incremental

downloading, the key for determining addition vs. updating is a comparison
of function type and SvcRelIdx combined with parent SvcHandle, vs. that in
the running DPU. If both match it is an update, otherwise an addition.

Incremental Adding
Adding is straightforward, with all details handled.

Incremental Modifying
Modifying an existing hierarchy is performed as a merge operation. A merge
operation proceeds by determining what instances have been added, deleted,
or are still present in the configuration as compared to that in the running
DPU. This is based on parent, function type and SvcRelIdx (similar to the
starting instance scenario above).

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In a simplified overview of a merge, all existing instances running in the

DPU as part of the selection are marked for deletion.

The addition of missing instances then proceeds by creating new instances as

needed and determined above in the DPU along with creating any custom
function definitions as needed.

Any instances that were present in both the configuration and DPU at the
start are unmarked for deletion.

The remaining instances marked for deletion are then deleted.

All attribute values and references for all instances are then written to
complete the download.

Special Handling of Incremental Download for Custom Functions

Incremental download can handle the downloading of custom functions that
have been redesigned since the previous download.

The first step is to examine the intended download content for the presence
of instances of custom functions:

New Custom Functions

Downloading instances of newly added custom functions includes the
creation and download of the master template and any other defined
templates. An information line has been added to the download log
indicating when a custom function addition is made during incremental
download. Next the actual instances in the selected hierarchy are
downloaded.

Existing Custom Functions

When an incremental download includes a custom function that already
exists in the DPU from a previous download, the existing template is first
compared against the design present in the configuration.

First, the installed function definition is uploaded and compared to the

download source. This involves a full comparison of attributes by name,
type, description, default value, reference, security, I/O wiring (download)
order, and optional enumeration text, along with the date of any compiled
atom object.

Second, the comparison then repeats, as needed, with the full comparison of
all of the child functions as well as any nested custom function children, and
their attribute values and reference settings. For example, if custom function

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Downloading a Configuration

‘A’ contains a ‘B’ and ‘B’ is found to be different, then ‘A’ is also
considered modified, requiring re-downloading.

If no change in an installed custom function design is found, then its

definition and all included templates are omitted from the incremental
download as superfluous. Only the actual instances in the selected hierarchy
are included.

Downloading the Modified Custom Function Templates

When a custom function currently present in the DPU is determined to be

different from that in the configuration requiring download, the function
present in the maxDPU is renamed to make it distinct from that in the
configuration. Renaming involves adding a suffix comprised of a ‘~’
character (tilde) and a unique number index, with the resulting name
trimmed to the 16 character maximum. When such a renaming occurs, a log
entry is made stating the action taken. This renaming strategy allows the
download to proceed since the custom function in the configuration has now
effectively become newly added. For example if ‘A’ exists in the DPU, but
is determined to be different from the ‘A’ in the configuration, the existing
‘A’ in the DPU will be renamed to ‘A~1’. The download will then proceed
and newly create ‘A’ to match the configuration.

When the incremental download is complete, a sweep is made to remove any

renamed custom functions that no longer have any instances remaining,
except for those in the Templates hierarchy which are considered to be part
of the design definition. Again, a log entry is made stating the action taken.

Note:

The key to this scrubbing is the presence of the ‘~’ tilde character in the
name. Hence, although tilde has been enabled as a legal character in the
creation of a custom function name (for the sake of possible uploading and
difference merging), its use should be restricted to the rename feature
described.

The side effect of all of this is the introduction of closely related custom
function variants in a running DPU. The user must manage the effects of this
when considering and performing online differences and/or full upload
operations. If these variants are introduced into a configuration because of
difference merging or full uploading, they should be considered for
collapsing into a single custom function matching the latest design.
Alternatively, they could be distinctly renamed and described if it is to be
kept.

To facilitate collapsing variants, the “Change Function Type” feature has

been extended. In addition to its original use in changing the function type of
an atomic function instance, it can also be used with a custom function

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definition as well. This feature allows changing instances of one type into
another preserving the value and reference assignments of all the attributes
common to both types. In the case of the custom function definition, right
clicking on the custom function folder node within the Custom Tree view
will call up a context menu containing the “Change Function Type” as one
of its option. The meaning of selecting this option for a custom function
definition is to rename ALL existing instances of this custom function
throughout the whole configuration into the function selected from the list in
the popup dialog display. After the selection, another message box will
appear prompting if the actual function definition should also be deleted as
well.

If it is NOT the intent to rename ALL instances of the selected custom

function, the same context menu contains a cross-reference option. Choosing
this will open a view pane listing all instances found. From this list, single
clicking on an entry will swap the tree and detail pane view to that instance,
where a single instance “Change Function Type” action can be initiated
instead. After making such a function type change a thorough review of the
resulting attribute settings is recommended. Any new attributes present in
the new function that were not in the original will have the default setting
applied. This also applies to attributes that might have been like named but
were different in data type.

Use this feature with caution and be sure to review the results!

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Chapter 6

Master Configuration Management

Overview
maxDPUTOOLS provides a master configuration management feature based
on the successful completion of download actions:

A master file hierarchy is maintained within an individual maxSTATION

containing a single copy of the last installed configuration per DPU, for
either a full or incremental download. The folder path of the file hierarchy is
“C:\Custom\InstalledConfigurations”. Upon download completion, a folder
named after the DPU is created as required, and a copy of the configuration
file is made, renamed to match the DPU name with the original model file
extention.

A download history log file is maintained in plain text within an individual

maxSTATION. The file’s name is “Download.log” in the
“C:\Custom\InstalledConfigurations” file hierarchy. This log file will
contain the combined history of download actions to all DPUs performed at
this individual maxSTATION.

Also provided is the option for a user entered reason line as a history log
entry during the initiation of downloading. A text entry field appears within
the download dialog for this purpose.

As a comparative reference, a last edit timestamp is maintained within each

configuration. This is updated for any edit action, uploading, difference
merging, et al. Its current value is included in the download log entries and is
also viewable within the main editor dialog.

A history of download / upload actions within each configuration is also

maintained. It contains records for download / upload activities as well as
significant other actions such as version upgrades, library imports, et al.
Each record contains a timestamp, configuration file path, edit revision,
action text, and By Station values.

A combined history of download / upload actions for each individual DPU is

also maintained within the database file named “DpuHistory.mdb”. This file
is automatically created in the individual DPU folder in the

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“C:\Custom\InstalledConfigurations” hierarchy used to save a copy of the

last downloaded configuration. Similar to the configuration history, it only
contains records for download activities. Again each record contains a
timestamp, configuration file path, edit revision, action text, and By Station
values.

The configuration specific history is viewable as a tabular list in a dialog

display initiated from the main view. Optionally log entries can be created
from this view to enhance the history with user notes. An option to clear the
history is also provided. The combined download history is also viewable as
an alternate selection for the tabular list content within the same dialog
dialog.

A dialog display is provided to view and select the last installed

configuration for a DPU, with support for a full or incremental re-download,
a configuration copy, or a review of the download history. The dialog
display is accessible from either the opening configuration selection dialog
or from the main display.

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Previously Installed Configurations

The Previously Installed Configurations Dispaly provides actions for
reviewing history, re-installing, or copying. It is accessible from either the
opening selection dialog, or as a File menu entry labeled as View Previously
Installed Configurations:

• Selecting the View Download History command button calls up the

modal History dialog for the selected configuration.

• Selecting the Full Download command button calls up the modal

Download dialog for the selected configuration.

• Selecting the Incremental Download command button first calls up a

moal dialog containing a hierarchical selection tree for the selected
configuration, upon successful selection, the modal Download
dialog is next called up.

• Selecting the Copy Configuration command button yields a file open

dialog. Upon successful entry and copy operation the dialog is
closed and the configuration copy is automatically opened for
editing.

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Configuration Download History

The Configuration Download History provides a tabular history in reverse
chronological order based on the actions performed within an individual
configuration. It is accessed via the context menu of the dpu root node in the
tree view of the main edit display:

Command button options exist to:

• Alternately view the associated DPU download history content.

• Add a log entry.

• Clear the history.

Note also the display of the current configuration revision timestamp.

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DPU Download History

The DPU Download History is an alternate view within the Configuration
History dialog. It provides an alternate tabular history in reverse
chronological order based on the contents in the “DpuHistory.mdb” of the
associated DPU in the previously installed configuration file hierarchy. It is
accessed from the previously Installed Configuration display:

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Incremental Download Selection

The Incremental Download displayis used to perform a HID or control
selection via a tree view as the target of an incremental download when
selected from the previously installed configuration:

The tree supports either a double click selection or a single selection

combined with OK to complete the selection action.

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Chapter 7

Using Import/Export Utilities

Overview
Point data created and edited in Microsoft Access or from some other source
file, such as in a text editor, may be imported into maxDPUTOOLS using the
import utility. Conversely, all or portions of a database created using
maxDPUTOOLS may be exported to Access as an .mdb file or to a text
editor as a formatted .dat file.

Use the import utility to capture point data created outside maxDPUTOOLS.
Use the Export utility to transfer point data from maxDPUTOOLS to an
Access database or to a text editor. The Export utility may be useful for
merging together portions of various configurations developed
independently in maxDPUTOOLS, or to perform quick edits to values and
references. The point database may then be imported back into
maxDPUTOOLS.

Remember, many of these basic editing functions, such as moving and

copying points within and between configurations, and making global
changes to values and references can also done using other features built into
maxDPUTOOLS.

As noted in Chapter 2, groups and individual points may be moved, copied,

and pasted from the tree directory pane. Global changes to values and
references can be done using the Find and Replace utility. See "Performing
Global Edits Using the Find and Replace Utility," in Chapter 3.

Importing from Microsoft Access or a File

The import utility permits you to import points directly from an Access
database, which uses fixed table formatting, or from a formatted file. If you
are importing from an Access database, the utility allows you to import
tables or stored Access queries. Access tables could consist of:

▪ Attributes

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▪ Data types
▪ Instance attributes
▪ Scheme version
▪ Services (function blocks, custom controls)
▪ Steam property out types
▪ Thermocouple and RTD signal types

If you are importing a text file, point data should be formatted as shown into
following example:

<Begin>
Service=ABS
Parent=/x
RelIdx=1
SvcX=0
SvcY=0
In1=0
In1_Ref=
In1_RefTurn=
In2=0
In2_Ref=
In2_RefTurn=
K1=1
K1_Ref=
K1_RefTurn=
K2=1
K2_Ref=
K2_RefTurn=
Out_Ref=
Out_RefTurn=
SvcPriority=60
SvcSecLevel=3
SvcTimeBase=3
<End>
Figure 5-1. Sample .dat File

Understanding .dat File Formats

The sample describes the attributes associated with the ABS (absolute value)
function block. As shown in this example, a .dat file follows a simple syntax.
Individual function block listings are separated in a file list using <Begin>
and <End> tags. Values for specific attributes are entered after an equal sign
(=). Attributes that can have references include a _ref extension. Use tabs for
spacers.

An Access database or file may be imported into maxDPUTOOLS as a new

file or may be inserted into an existing maxDPUTOOLS database. If you are
importing into an existing database, the imported file may be inserted into a
configuration hierarchy at the DPU level or at any hierarchical group level.

The text file is composed of one or more lines of text per point. Use the
following formats:

One line per attribute:

Service=string
Attribute=valuestring

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Using Import/Export Utilities

Attribute=valuestring
Attribute=valuestring

Or multiple attributes per line:

Service=string <tab>Attribute=valuestring
Attribute=valuestring<tab>Attribute=valuestring

Note that the keyword Service denotes the start of an addition followed by
one or more attributes.

Continuation lines are denoted by the absence of the leading Service

keyword, i.e., continues until a new addition is encountered or the end of file
is reached.

Attributes can be in any order. Leading and trailing white space (tabs,
blanks) are ignored.

To insert comments, use the apostrophe character as the leading character.

The import function supports both formats, while the export function
supports the one line per attribute format.

Other Formatting Considerations and Restrictions

▪ Attributes must not use the equal sign (=) character in their name.
▪ Since tab is used as a delimiter, a tab is not allowed in any value string.
Using tab eliminates problems with using commas or any other special
characters in strings where allowed.
▪ Any omitted attributes will assume their default value.
▪ The attributes match the attribute names of services with one required
exception:
A Parent attribute is used to specify the hierarchical HID text of the
parent group assignment. If the group hierarchy doesn't exist, it is
created. The parent can specify from 1 to 8 levels.

The RelIdx attribute specifies the relative index assignment within

parent. The relative index is optional and if omitted, it is auto
assigned as the next highest number within parent group starting
from 1.

Error Handling
Import will enforce the validation of parameters to include:

▪ Service type must exist (must be a legal function block type). (error)
▪ Parent must be specified. (error)
▪ Attribute must exist. (warning)

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▪ Value vs. data type is validated. (warning)

▪ Implicit data type conversion will apply for numeric if needed.
▪ String lengths are truncated to their maximum length. (warning)
▪ Value ranges are checked. (warning)
▪ Enumerations are validated. (warning)
▪ Duplicate Gnames are validated. (replace existing service in same
hierarchy or update if same service)
▪ Duplicate Relidxs (replace existing service in same hierarchy or update
if same service)
▪ Duplicate Tagnames (warning unless replacing same existing service)

If any error is found, the point is not added. If any warning is found, the
attribute is not set.

Constructing a Text File

Add an ATAG function block to group ‘/u2/bms/l3’ with a Gname of ‘G1’
and a Limhi value of 100.1. All other attributes default.

All on one line:

Service=ATAG<tab>Parent=/u2/bms/l3<tab>Gname=G1<tab>Limhi=100.1

Or one line per attribute:

Service=ATAG
Parent=/u2/bms/l3
Gname=G1
Limhi=100.1

Or multiple lines and attributes per line:

Service=ATAG<tab>Parent=/u2/bms/l3
Gname=G1<tab>Limhi=100.1

Or include comments using a leading (beginning of line or immediately

following a <tab>) apostrophe character:

‘This is a comment line

‘More comments
Service=ATAG<tab>’More comments
‘Comment
Parent=/u2/bms/l3
‘Comment
Gname=G1
‘Comment
Limhi=100.1 <tab>’More comments

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Using Import/Export Utilities

Exporting from maxDPUTOOLS

To export point data from the Configuration, select a level in a database
hierarchy to include the services (function blocks and custom controls) to be
exported. You may export data at any level of a configuration hierarchy
down to a single point.

If you are exporting to a database, such as Access, that uses fixed table
formatting, select the attributes you intend to export and place them into a
named table. The table can then be exported as a database file with an .mdb
extension to Access.

If you export point data as a simple .dat file, the export utility automatically
formats the point data as shown in Figure 5-1.

Importing Point Data to maxDPUTOOLS

To import point data to maxDPUTOOLS:

1. Open a configuration in maxDPUTOOLS and in the tree directory view,

select a level in the hierarchy where you wish to place the imported
point data. You may select any level of the hierarchy ranging from the
DPU at the root to a group node.

2. After you select a level in the hierarchy, right-click to open a pop-up

menu, select Import, and click Database or File. Click Database if you
are importing a Microsoft Access .mdb file. Click File if you are
importing a formatted .dat file.

3. When you select Import and Database or File, a standard Windows

directory dialog appears. Select a database file and click Open.

If you click Database, the following Import from an External Database

dialog box appears:

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If you click File, the following Import from a File dialog box appears:

In most respects, the two dialogs are similar, except the Import from an
External Database dialog features two tabs for selecting Microsoft Access
tables and queries.

In both sample dialog boxes, notice that the first two fields are already filled
in. The Hierarchy field contains the name of the hierarchy level you selected
in the tree directory where you wish to place the imported point data. The
Database field in the Import from an External Database dialog contains the
path name of the .mdb to be imported. Likewise, the Source File field of the
Import from a File dialog contains the path name of the .dat file to be
imported. To edit the Database or Source File fields in their respective
dialogs and select a different path or file, click the Ellipsis button.

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Importing from an Access Database

The Import from an External Database dialog contains elements that apply
only to Access .mdb files.

In this dialog to edit the target .mdb file before the import, click the Edit
button to open the file in a Microsoft Access session.

Additionally, this dialog allows you to select which tables or stored queries
you wish to import.

To import from an Access database:

1. Select the Tables tab or Queries tab in the center of the dialog and then
click on the table or query names you wish to import from the scrolling
list.

2. Click the Prefix or Replace radio buttons under Parenting to determine

how the imported point data should be placed in the target configuration.
Select Prefix to append imported group hierarchies to an existing parent
group in the target configuration.

3. Select Replace to replace the root group of any parent field with the
selected imported hierarchy.

4. Under Mode, click the Insert New radio button if you wish to add a new
set of points to the configuration. They are added to a selected location
in the tree. If you are updating existing points identified by tagname,
gname or relative index number, click the appropriate radio buttons. The
import utility will then use tagnames, Gnames, or index numbers as the
update correlation key.

5. Click the Start button to begin the import.

If the import utility detects problems with the import file, the Warnings and
Errors buttons become available. A warning is generated if data is missing.
An error is generated if the import utility detects bad service names. Click
the Warnings or Errors buttons to open log files in a text editor, such as
WordPad. See Figures 5-2 and 5-3.

Record 1-Attribute 'Category' not found or not configurable.

Record 1-Attribute 'SvcType' not found or not configurable.
Record 2-Attribute 'Category' not found or not configurable.
Record 2-Attribute 'SvcType' not found or not configurable.
Figure 5-2. Sample warning log

Record 14-A valid Service is required

Record 17-A valid Service is required
Record 18-A valid Service is required
Record 30-A valid Service is required
Record 31-A valid Service is required

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Figure 5-3. Sample error log

Importing from a File

To import from a file:

1. From the Import from a File dialog, click the Prefix or Replace radio
buttons under Parenting to determine how the imported point data should
be placed in the target configuration. Select Prefix to append imported
group hierarchies to an existing parent group in the target configuration.

2. Select Replace to replace the root group of any parent field with the
selected imported hierarchy.

3. Under Mode, click the Insert New radio button if you wish to add a new
set of points to the configuration. They are added to a selected location
in the tree. If you are updating existing points identified by tagname,
gname or relative index number, click the appropriate radio buttons. The
import utility will then use tagnames, Gnames, or index numbers as the
update correlation key.

4. Click the Start button to begin the import.

Exporting Point Data from maxDPUTOOLS

To export maxDPUTOOLS point data to an external database (Access) or to
a formatted .dat file:

1. Open a maxDPUTOOLS file and select the points you wish to export in
the tree directory pane. You may select points from any level of the
hierarchy ranging from the DPU root, group nodes, or a single point
within a group.

2. Select a level of the hierarchy, right-click and select Export from the
pop-up menu. Click Database to export to an Access fixed-table format
.mdb file or click File to export to a formatted .dat file.

3. If you click Database, the following Export to an External Database

dialog box appears:

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If you click File, the following Export to File dialog box appears:

Both dialogs feature Selection and Destination fields that are already filled
in when the dialogs open.

The Selection field contains the name of the hierarchy level you selected in
the tree directory, indicating which portion of the database you wish to
export. The destination field contains the path name of the .mdb or .dat file

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to be exported. To edit the Destination field to select a different destination,

click the Ellipsis button.

Exporting to an Access Database

To export to an Access database:

1. From the Export to an External Database dialog, enter the name of a

table in the Table field or click the down arrow to select the name of an
existing table from a drop-down list.

2. Under Mode, click Create a New Table, if this is a new table or click
Reuse Table, Clearing, if this is an existing table.

Note: The table you create here becomes a .mdb file containing the point
data to export. After a successful export, you may open this table in Access.

3. In the Selected Services window, check the services you wish to export.
Click Select All to check all the services listed in the window, or click
Clear All to clear all the selections and select individual services.

4. When you make your selections, associated service attributes appear in

the Available Service Attributes window. Click on an attribute to select
it and then click the single right arrow button to move the selection to
the Selected Service Attributes window. Click the right double arrows to
move all the attributes to the Selected Service Attributes window.

5. Alternately, you may select attributes to include in the export using a

search tool. To search services containing specify attributes, click the
question mark (?) button to access the Select Services by Attribute
dialog.

6. Enter the name of an attribute or use pattern matching, such as in*or

tag? and click OK. When you click OK, the search utility automatically
checks services in the Select Services window containing the target
attributes and places found matches in the Selected Services Attributes
window.

7. After making your selections, click Start to begin the export. When the
export begins, a progress bar appears at the bottom of the dialog. When
the export utility finishes, an Access session opens containing the table
you created using the Export utility.

Exporting to a File
To export to a .dat file:

1. Open the Export to a File dialog and check the services you wish to
export in the Services window. Click Select All to check all the services

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listed in the window, or click Clear All to clear all the selections and
select individual services.

2. After making your selections, click Start to begin the export. When the
export begins, a progress bar appears at the bottom of the dialog. When
the export utility finishes, the utility creates a formatted .dat that you
may open in any text editor, such as WordPad.

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Chapter 8

Using Differences Utility

Overview
The maxDPUTOOLS Configuration Editor includes a utility that detects
changes between two configurations or changes between a configuration
created in maxDPUTOOLS and a downloaded configuration running on a
maxDPU. Changes to a running configuration may be introduced online
using such applications as the MAXVUE Graphical Configurator or Point
Browser.

Use the maxDPUTOOLS Differences Utility to compare the content of a

selected configuration against either another configuration or a snapshot
sampling of values from a running maxDPU to discover additions, deletions,
and attribute changes between them. The configuration selected in the
maxDPUTOOLS editor is known as the master, while the configuration or
maxDPU selected for comparison is known as the replica. For a meaningful
and accurate comparison, a master and replica should be variants of each
another and share a common configuration ancestry.

NOTE: When the intent is to merge online changes made to an individual

custom block instance, the online differencing technique must be used.
Performing a DPU upload to a configuration and applying off-line
differences will not work, as the upload only captures attribute value and
wiring changes for the custom block instance at the top level, and none of
the associated underlying child block content and configuration.

Running the Differences Utility—Getting Started

To perform a differences analysis:

1. Decide whether to compare two configurations or a configuration

created in maxDPUTOOLS and a downloaded configuration running on
a maxDPU. See “Starting the Differences Utility.”

2. Perform a selective or full comparison. See “Choosing Full Versus

Selective Comparison.”

3. When the Differences utility completes a differences evaluation, perform

the following editing actions:

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▪ Merge, delete or add differences; See “Merging Differences.”

▪ Hide differences; See “Hiding Differences.”
▪ Print differences; See “Viewing Differences Log.”

To execute the Differences feature, open a configuration in

maxDPUTOOLS, and in the tree directory of the editor (left view pane)
select a level within the hierarchy at which to start. Start at the top level for a
full hierarchical comparison, or select any level below the top level down to
an individual function where any changes are of interest.

When you select a level of the hierarchy to include, right-click to access a

pop-up menu and point to Differences and select Configuration or
maxDPU from the Differences submenu.

When the Differences utility finishes its analysis, you are presented with a
two-pane dialog showing the comparison results. The dialog consists of a
tree directory pane on the left, and a tabular detail on the right. As with the
standard maxDPUTOOLS main editing window, select an object in the tree
directory to view an associated tabular detail.

Where differences exist, the hierarchical tree contains group folder and
function instance nodes along with the possible addition of individual
attribute leaf nodes. Each contains a text description describing the
difference as existing only in the master or replica, or as an attribute
modification.

Differences Types
Reported differences may consist of:

▪ Attribute modifications
▪ Graphical Configurator drawing modifications and attribute changes

Attribute modifications can represent either a value or reference difference.

Text appearing in the tree hierarchy reports the new value vs. the old.

The Differences utility also detects changes in a Graphical Configurator

drawing resulting from an online editing session. Text appearing in the tree
hierarchy reports whether drawing objects were moved, or whether
connecting lines between drawing objects (wire connections) were edited. If
drawing objects were moved, changes in X and Y coordinates are reported.
If connecting lines are edited for clarity to include additional 90 degree turns
(reference turns) or if a turn is moved some distance, text appears in the tree
hierarchy reporting changes to reference turns

Click on a selected node or optional attribute to view an associated tabular

detail in the right view pane. This detail allows you to review its
configuration information as a whole in addition to the item that changed.

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Performing a Full versus Selective Comparison

When you execute the Differences utility, you are prompted to select a full
comparison of potential differences or a selective comparison. Selecting the
Full Comparison begins the comparison including all function types and
their attributes as qualifying. Choosing the Selective Comparison option
invokes a dialog for the selection of functions and attributes to include in the
comparison.

Merging, Hiding, and Printing Differences

When the Differences utility completes a differences evaluation, you may
perform the following editing actions:

▪ Merge, delete or add differences

▪ Hide differences
▪ Print differences

Merging includes the adding or deleting of function instances, or the

updating of attribute values as appropriate to the type of difference.

Hiding provides a way of selectively discarding differences either for

exclusion in a hierarchical merging or for the de-cluttering of the display for
differences to be ignored.

After you execute the Differences utility, you may generate and print a list of
found differences.

Audit Trail
Lastly, an audit trail is accumulated for all applied updates and the results
may then be printed or saved to a file. See “Viewing the Change Log.”

Differences Performance
Large configuration comparisons could potentially tax the resources of
DPUs and maxSTATIONs. For a full comparison of a large configuration,
the execution of differences against a maxDPU requires significant SBP
throughput of attribute read operations, potentially on the order of 100,000.
Because this represents the most significant bottleneck to performance a
balance must be achieved which leverages pipelining the reads via
asynchronous responses. Performance, however, at the same time must be
throttled to not overload the system and in particular the maxDPU.

Large comparisons will also tax the workstation’s resources, specifically

CPU and memory usage and disk access. A high performance workstation is
recommended as the minimum platform to achieve reasonable performance.

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The selection of hierarchical filtering is recommended when applicable to

facilitate improved performance by simply reducing the scope of the overall
comparison operation.

Differences Compatibility
When comparing two configurations, both are required to be at the same
internal schema and release version levels. Otherwise the comparison will
not proceed. Refer to the section on multiple version support for more details
regarding release versioning support.

When comparing a configuration vs. a maxDPU, both are required to be at

the same release version levels. Otherwise the comparison will not proceed.

Starting the Differences Utility

Use the Differences utility to compare differences between two
configurations or a configuration created in the maxDPUTOOLS editor and
a downloaded configuration running in an active DPU.

To start the utility:

1. Open a configuration in maxDPUTOOLS and select the DPU tab to

view the target configuration in the left tree pane.

2. Expand the configuration in the tree directory and select a level you
which to include in the comparison. For a full hierarchical comparison,
start at the top level. You may also limit the comparison to a specific
level within a hierarchy or even a specific individual function.

3. When you select a level, right-click to access a pop-up menu, point to

Differences and select maxDPU or Configuration. See the following
figure:

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Selecting Online DPU or Offline Configuration takes you down two

divergent setup paths. See the following two sections for each choice.

Comparing a Configuration to a Running Online DPU

When you select the Online DPU submenu entry (as described in the
previous section), the following dialog appears for confirming the
operational status of the single or redundant pair DPUs:

Valmet •278597 • 8-5

maxDPUTools User's Guide

The dialog consists of the live operational status for the DPU(s), and in the
case of a DPU pair allowing the selection of one of the pair. A preferred
selection will usually be highlighted based on the current combination of the
operational status and backup link as the

The preferred and acceptable operational states are:

• DPU_ACTIVE_STAND_ALONE
• DPU_ACTIVE_UNINIT_STAND_BY
• DPU_ACTIVE_WARMING_STAND_BY
• DPU_ACTIVE_FAILED_STAND_BY
• DPU_INACTIVE_HOT

The non-preferred, but still allowed states are:

• DPU_ACTIVE_HOT_STAND_BY (The other DPU in a

8-6 Valmet •278597 •

Using Differences Utility

Note: if the DPU is inaccessible, the comparison cannot proceed.

Valmet •278597 • 8-7

maxDPUTools User's Guide

Configuration Difference Selection

If you select Configuration from the Differences submenu, (see “Starting
the Differences Utility”), the following selection dialog appears for
specifying a configuration file. Notice that choices in the selection list are
limited to configuration files only.

Click the Cancel button to cancel the selection operation or press the <Esc>
key to close the dialog and return to the main editor display.

Note: if you should select the same configuration as the master,

maxDPUTOOLS silently cancels the Differences utility. Additionally, if a
version mismatch exists between the master and selected replica, the
following error dialog appears:

Click OK to close the error dialog and return to the main editor display
view.

8-8 Valmet •278597 •

Using Differences Utility

Choosing Full versus Selective Comparison

After you select either a maxDPU or replica configuration for comparison, a
full-screen differences dialog appears. Notice that a second dialog appears
on top of the first dialog prompting you to select a full comparison or a
selective comparison. See the following figure:

The full screen difference dialog contains a header section that displays the
master and replica selections, along with any starting hierarchical level
selection made in the tree. Note that the replica text is color coded blue. Any
items in the tree that exist only in the replica also contain text description
color-coded blue as a visual correlation.

The dialog footer section contains command buttons for the repeated re-
execution of comparison, optionally varying the mode between Full and
Selective.

Click the Cancel Comparison button to halt the utility while a comparison
is in progress.

Click the View Change Log button (on the full-screen dialog) to view a
changes log (audit trail) in a separate dialog.

Valmet •278597 • 8-9

maxDPUTools User's Guide

Select Full Comparison on the smaller dialog (the <Enter> key default) to
begin the comparison including all function types and their attributes as
qualifying.

Click the Selective Comparison button on the smaller dialog to choose

specific functions and attributes to include in the comparison and exclude
others.

Select Cancel (or <Esc>) to close the differences dialog and return to the
main editor display view.

8-10 Valmet •278597 •

Using Differences Utility

Choosing Selective Comparison Option

Click Selective Comparison button to access the following dialog to select
functions and attributes to include in the comparison.

The dialog consists of six Quick Options buttons and an attribute selections
checkbox-style, tree directory consisting of function names and associated
attributes.

A check indicates inclusion for comparison. Use the space bar to toggle the
checked status of a selected node in tree. A gray background check mark is
used as a special case for a function that has some but not all attributes
included. A Selected Only option box exists to limit the tree to selected
items only for review.

Use the Quick Options buttons to filter the differences to selected categories
of attributes as shown. Click the Include All button to select all functions

Valmet •278597 • 8-11

maxDPUTools User's Guide

and attributes or click the Exclude All button to uncheck all checkboxes to
make individual selections.

Click the Names button to mark all Tagnames and Gnames as included.

Click the Parameters option to mark all value attributes as included (vs.
References).

Click the References option to include all .Ref of attributes intended for the
discovery of any changes in wiring. Note that .Ref also implicitly includes
.RefTurns from sheet drawings.

Click Sheet info to include References and Graphical Configurator X

(SvcX) and Y (SvcY) coordinate changes.

After you select initial mode options or iterative difference execution, the
utility begins to prepare differences. As this is occurring, the following
dialog appears:

Notice that the Cancel Comparison command button is enabled for the
duration of the difference processing to allow aborting. The editor
synchronously waits for completion, disallowing any other entry until
completed or canceled.

Should you click this button, the following dialog appears:

8-12 Valmet •278597 •

Using Differences Utility

When Differences processing is completed and no differences are

discovered, the following dialog appears:

Displaying Difference Results

When the utility finds differences, a two-pane dialog similar to the
following appears. Enumerated differences are listed and described in the
tree directory. When you click on a differences text, a tabular detail
containing the referenced attribute appears in the right pane.

Valmet •278597 • 8-13

maxDPUTools User's Guide

Four types of differences are shown by this example:

1. Groups g1 and g2 are shown in the directory tree to have differences,

even though they are identical in attributes, because they contain
differences somewhere in their child hierarchy.

It is also possible to have a group exist only in one or the other

configuration and appear as such. A group might also show attribute
differences in combination with child function differences, in which case
the attribute differences appear first, directly under the group node, prior
to the inclusion of any child function instances with differences.

2. Four attributes were changed for the ABS instance. Note the value
comparisons in the tree node text, and the synchronized grid showing the
master’s detail for the ABS function with the attribute highlighted.

Note the distinct edit pencil icon unique to attribute differences. All
other icons used are the same as in the main edit tree view.

3. An instance (#3 ADD) exists only in the master.

4. An instance (#4 ADD) exists only in the replica (maxDPU).

Important Note: In aligning the hierarchy of the two configurations, it is the

relative index combined with the function type that is used as the unique
identification key and not the Gname. In particular, the hierarchy is
dependent on the Relative index of each group in the hierarchy being the
same. That is, the Gname of a group is considered a parameter, and NOT
part of the hierarchical ID.

Gnames of groups can be changed and will appear as attribute differences.

Edit the relative index of a group and the results will be two distinct
difference tree branches, one existing only in the master, with the other
existing only in the replica. This emphasizes the fact that differences
presumes a common configuration ancestry where the two configurations
will align their hierarchies on like relative indices and not on Gname.

Merging Differences
As described in the previous section, when the utility finds differences
between a master and replica, these are enumerated in an expandable tree
directory appearing in the left view pane. When you right-click on a
differences entry in the directory, a pop-up menu appears showing the
following available edit actions. Review the following sections for an
explanation of each.

▪ Merge, delete or add differences

▪ Hide differences

8-14 Valmet •278597 •

Using Differences Utility

▪ Print differences

Using the Merge Function

The primary objective of the merge function is to synchronize the master to
match the replica. The replica is never altered.

Select the Merge Differences option to change any attribute difference

values selected to match those shown in the replica representing a snapshot
sample value created at the time differences were prepared. When
differences are merged, the affected tree node entries are removed from the
display.

To merge differences:

Click on any level of a hierarchy in the tree directory, right-click and select
Merge Differences from the pop-up menu.

After you select Merge Differences, the utility compares and analyzes the
selected configuration at each level of the hierarchy, and automatically
performs the appropriate additions and deletions to the master to make it
match the replica.

In the following figure, for example, the ABS instance node was selected.
Because the function node was selected the action will affect all four of the
attribute differences included hierarchically.

Valmet •278597 • 8-15

maxDPUTools User's Guide

Alternatively, as shown in the figure, you may select the G2, or G1, or top
level DPU for merging or hiding of a hierarchy.

Additionally, a singular attribute may be selected for deleting or adding a

difference. See the following sections.

When the utility hierarchically merges instances or finds hierarchies that

exists only in the master or only in the replica, instances present only in the
master are deleted and instances only in the replica are added to the master.

Based on the amount of differences being applied, hierarchical merging may

take some time to complete. During a merge operation, the tree directory and
command buttons are disabled and the “busy” cursor appears.

Adding Differences
When you click on a singular difference instance in the tree directory
containing the text, Exist Only in the Replica, the context menu available
after a right click contains the Add Differences command. Use this
command to add the instance or hierarchy that exists only in the replica to
make it match the master.

Note: a hierarchical merge that contains such instances automatically

performs the additions as described in the previous section. However, when
you select a singular instance as described here, the menu entry explicitly
describes the action that will be taken.

To add a difference in a singular node:

Click on a node instance as shown in the following example, which contains

the text, Exist Only in the replica.

1. Right-click and select Add Differences from the pop-up menu to add the
instance to the master.

2. When the instance is added to the master, the affected tree note entry is
removed from the display.

8-16 Valmet •278597 •

Using Differences Utility

Deleting Differences
When you click on a singular difference instance in the tree directory
containing the text, Exist Only in the Master, the context menu available
after a right click contains the Delete Differences command. Use this
command to delete the instance or hierarchy that exists only in the master to
make it match the replica.

Note: a hierarchical merge that contains such instances automatically

performs the deletions as described in “Using the Merge Function.”
However, when you select a singular instance as described here, the menu
entry explicitly describes the action that will be taken.

To delete a difference in a singular node:

1. Click on a node instance as shown in the following example, which

contains the text, Exist Only in the Master.

2. Right-click and select Delete Differences from the pop-up menu.

When the instance is deleted from the master, the affected tree note entry is
removed from the display.

Valmet •278597 • 8-17

maxDPUTools User's Guide

Hiding Differences
Select the Hide Differences option to remove a singular node or hierarchical
branch in the tree without applying any changes. Use this option to
selectively eliminate differences that are not to be included in a subsequent
hierarchical edit action, or to remove differences no longer of interest to
declutter the display.

When all differences have been removed either through merging or hiding
the following dialog appears:

Viewing the Change Log

Any changes applied to the master (additions, deletions, etc.) are added to
the change log (audit trail), which you may view, print, or save to a file.

8-18 Valmet •278597 •

Using Differences Utility

Click the View Change Log button at the bottom of the maxDPUTOOLS
Differences main display to view the following dialog:

The dialog contains a scrolling list, each line of which represents an applied
change. The list is sorted alphabetically to be close to a hierarchical
identifier order, regardless of the chronological order of the applied changes.
Each line contains a full path identification.

Click the Print button to invoke the Windows standard printer dialog,
allowing you to select a printer destination and of copies.

Click the File button to invoke the standard Windows save-as dialog to save
the log as a file. The file is saved to the following default location:

C:\Temp\DiffEdits.log

Viewing the Difference Log

After you execute the Differences utility, you may generate a list of found
differences.

To print a list of differences:

Execute the Differences utility and open the tree directory containing a list
of enumerated differences.

Click to select some level of the hierarchy in the tree directory. The printed
list will include any differences found within the selected hierarchy
inclusive.

Valmet •278597 • 8-19

maxDPUTools User's Guide

Right-click and select Print Differences from the pop-up menu to access the
following dialog:

The dialog contains a list of differences found in the selected hierarchy.

Click the Print button to invoke the Windows standard printer dialog,
allowing you to select a printer destination and number of copies.

Click the File button to invoke the standard Windows save-as dialog to save
the log as a file. The file is saved to the following default location:

C:\Temp\Differences.log

Special Considerations for Custom Function Differences

Differences will detect when the definition of a custom function is different
and allow the addition of a new definition or the merger of a modified
definition from the replica into the master. A variant difference presentation
is provided for such use as shown in the following figure:

8-20 Valmet •278597 •

Using Differences Utility

Note that in the tree a top level “<Custom Functions>” node appears when
such differences are present in addition to the DPU top level node. This is
distinct from the normal edit display where a separate tabular selection is
required to view the custom function definitions.

Important: It should be noted that the custom function differences appear at

the top to provide an inferred preference to having them reviewed first,
before any differences within the DPU instances. In fact attempting to add or
hierarchically merge an instance of a new custom function prior to adding its
definition is explicitly prevented, and results in the following example error
dialog:

Custom functions can thus be added, and the instances also added all within
one difference run as long as the definition is added first.

Valmet •278597 • 8-21

maxDPUTools User's Guide

Caution: When the intent is to merge online changes made to an individual

It is presumed that such online edit actions are typically part of the
incremental creation and testing of a custom function definition presumably
running in a simulation environment.

When a single custom function instance is online modified in a maxDPU and

its differences merged, any other instances of the same custom function
existing in the DPU will not match the new definition. As preiously stated,
such change detection and merger requires online differencing. In this
situation action should be taken to synchronize the replica back to the newly
updated master via a full download operation. Otherwise the re-execution of
differences will now correctly indicate that all the other instances are
different vs. the newly updated master, and could lead to confusion. The
editing of custom functions in a maxDPU operating in a critical situation
where download might lead to process upsets is not recommended. Exercise
caution.

Valmet does not recommend these types of edits remain in place in a running
DPU since it creates inconsistencies, that can later be lost. Once stable, the
custom block design should be locked to prevent inadvertent changes that
would result in this problem. If an online change is necessary, care should
be taken to update all instances. Editing of the Template instance is not
recommended, as it is excluded in online differences.

There are also two distinct presentations for custom function differences
based on whether a comparison to a maxDPU or a configuration is being
performed:

In the case of a configuration comparison (not shown), a one-to-one

definition comparison is performed. If a difference exists, a function folder
node is present with the option for Add/Merge/Print/Hide edit actions. These
edit actions execute similarly to that previously described. Details of the
differences within the function will be present for viewing, but edit actions
can only be performed at the individual custom function level and not
selectively within its hierarchy.

In the case of a maxDPU comparison (as shown), a one to many comparison

is performed, in that online editing can occur within any instance of a
custom function, and more than one instance if present might show
differences. In this case a folder exists for the Custom function, along with

8-22 Valmet •278597 •

Using Differences Utility

specific instance nodes as children, identified by their full hierarchical ID to

distinguish their identity as shown above.

You may perform add/merge/print/hide edit actions for an instance node.

Right-click in a tree directory hierarchy to access a pop-up menu containing
these actions.

The Function folder itself only has the option for Hide. Details of the
differences within the instance will be present for viewing, but edit actions
can only be performed at the individual instance level and not selectively
within its hierarchy. In such a case, if an individual instance is merged or
added, then the whole of the function folder is subsequently removed from
the tree upon completion of the action.

Valmet •278597 • 8-23

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