b0193wq K
b0193wq K
b0193wq K
System Definition: A
Step-By-Step
Procedure
*B0193WQ* *K*
B0193WQ
Rev K
December 15, 2013
Invensys, Foxboro, I/A Series, the Invensys logo and Micro-I/A are trademarks of Invensys plc, its subsidiaries,
and affiliates.
All other brand names may be trademarks of their respective owners.
Tables.................................................................................................................................... vii
Preface.................................................................................................................................... ix
Audience ................................................................................................................................... x
Contents ................................................................................................................................... x
Appearance ................................................................................................................................ x
Revision Information ................................................................................................................ x
Related Documentation ........................................................................................................... xi
iii
B0193WQ – Rev K Contents
Index .................................................................................................................................... 55
iv
Figures
1-1. System Definition Overview ......................................................................................... 3
1-2. Accessing the Control Panel (Windows XP Version) ..................................................... 5
1-3. Uninstalling System Definition from the Control Panel (Windows XP Version) ........... 6
1-4. Uninstalling System Definition from the Control Panel (Continued) ........................... 7
1-5. Accessing System Definition (Windows XP Version) .................................................... 8
1-6. Hardware Definition Screen .......................................................................................... 9
1-7. Selecting an I/A Series Software Release ...................................................................... 10
1-8. Select Version Dialog Box ........................................................................................... 10
1-9. Creating Switches ........................................................................................................ 11
1-10. Create Switches Dialog Box ........................................................................................ 11
1-11. Hardware Definition Screen Displaying Newly Created Switches ............................... 12
1-12. Creating Stations ......................................................................................................... 13
1-13. Create Stations Dialog Box ......................................................................................... 13
1-14. Hardware Definition Screen Displaying Newly Created Stations ................................ 15
1-15. Creating Field Modules ............................................................................................... 16
1-16. Create Field Modules Dialog Box ............................................................................... 16
1-17. Hardware Definition Screen Displaying Newly Created Field Modules ...................... 17
1-18. Creating Peripherals .................................................................................................... 18
1-19. Create Peripherals Dialog Box ..................................................................................... 18
1-20. Hardware Definition Screen Displaying Newly Created Peripherals ............................ 19
1-21. Hardware Definition Screen with Letterbugs Changed ............................................... 20
1-22. Navigating to Configuration Components from Hardware Definition ........................ 21
1-23. Configuration Components Screen ............................................................................. 22
1-24. Attaching Field Modules and Peripherals to Stations ................................................... 23
1-25. Configuration Components Screen After Attaching Modules and Peripherals
to Stations ................................................................................................................... 24
1-26. Attaching Stations to Switches .................................................................................... 25
1-27. Configuration Components Screen After Attaching Stations to Switches .................... 25
1-28. Creating Nodes ........................................................................................................... 26
1-29. Create Nodes Dialog Box ............................................................................................ 27
1-30. Configuration Components Screen Displaying Newly Created Nodes ........................ 27
1-31. Configuration Components Screen After Attaching Stations and Switches to Node .... 28
1-32. Navigating to Software Definition from Configuration Components .......................... 29
1-33. Software Definition Screen .......................................................................................... 29
1-34. Software Definition Screen with Hardware Selected .................................................... 30
1-35. Assigning Software ...................................................................................................... 30
1-36. Assign Software Dialog Box ........................................................................................ 31
1-37. Assigning an Optional Software Package to a Workstation .......................................... 31
1-38. Assigning a Software Host to a Station ........................................................................ 32
1-39. Assign Software Host Dialog Box ................................................................................ 33
1-40. Navigating to Parameter Definition from Software Definition .................................... 34
1-41. Parameter Definition Screen ....................................................................................... 34
1-42. Selecting Help ............................................................................................................. 35
1-43. Hardware Worksheet List from the User Guide .......................................................... 36
v
B0193WQ – Rev K Figures
vi
Tables
1-1. Software Package Status .............................................................................................. 49
1-2. System Definition Summary ....................................................................................... 50
vii
B0193WQ – Rev K Tables
viii
Preface
This document provides a step-by-step procedure for defining an I/A Series system configuration
using the System Definition (SysDef ) software. Although this procedure uses a small system on a
Windows® platform as an example, the step-by-step procedure can be used to define any
I/A Series system operating on a Windows or Solaris-based platform. Procedures apply to all
I/A Series systems, both large and small. This procedure demonstrates one approach for defining
an I/A Series system using System Definition software. Refer to the System Definition Help sys-
tem for other approaches to define an I/A Series system.
This document creates a small I/A Series system with the following hardware:
♦ 24-port switch (SW24P)
♦ Application Workstation 70 running the Windows XP® or Windows Server®
2003 operating system (AW70P)
NOTE
The Application Workstation 70 station type (AW70P) is no longer supported on sys-
tems with I/A Series software v8.8 or later with Windows 7® or Windows Server®
2008 R2 Standard operating systems. However, the AW70P station type is retained in
the example described in this document to be consistent with the screenshots pro-
vided. I/A Series software v8.8 or later supports station types “WSTA70” for a
workstation or “WSVR70” for a server.
NOTE
A system with Field Control Processor 280s (FCP280s) would be configured in a
similar manner, as a system with FCP270s, with a FCP280 in place of each FCP270.
The main difference is in the assignment of FBMs to the FCP280, which is described
in “Attaching Field Modules and Peripherals to Stations” on page 21.
NOTE
The procedures described herein are not for a specific version of System Definition.
Consult the release notes provided with the version of System Definition used for
possible changes and updates to the information given in this document.
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B0193WQ – Rev K Preface
Audience
The document is intended for anyone who needs to define an I/A Series system configuration
prior to installing I/A Series software.
Readers are assumed to be installation personnel and/or applications engineers who are familiar
with their purchased I/A Series hardware and software. This document also assumes previous
training on, exposure to, or experience with Windows 7, Windows Server 2008 R2 Standard,
Windows XP or Windows Server 2003 operating systems.
Contents
The illustrations in this book show the screen displays for defining a small I/A Series system on a
Windows platform. The book consists of a single section which is divided into the major steps
required to define an I/A Series system configuration. These major steps apply to all I/A Series
systems, both large and small, operating on Windows-based or Solaris-based platforms. Each
detailed step describes the System Definition process and the use of screens to configure a system.
After successfully completing all steps, your I/A Series system is configured and you are ready to
perform software installation.
NOTE
The content of many screen displays, supporting descriptions and associated proce-
dures specifically reflect a Windows 7 or Windows XP platform because that is the
operating system used to create the typical example presented herein. Windows XP
platform-specific elements contain a P suffix [for example, FD3P, 3.5 Floppy Disk
(P)] while the processors and workstations contain a supplemental P suffix (for
example, AW70P). However, when defining an I/A Series system on a Windows NT
platform, the platform-specific elements contain a Windows NT suffix [for exam-
ple, FD3NT, 3.5 Floppy Disk (NT)] while the processors and workstation contain a
70 suffix (AW70).
Appearance
The illustrations in this book depict the screen displays on a Windows XP platform. However, the
appearance of displays on a Windows 7 platform is different from (but similar to) that of the
appearance of displays on a Windows XP platform. Furthermore, the functional groups and
access paths within some displays on a Windows 7 platform are different from those on a
Windows XP platform.
Revision Information
For this release of the document (B0193WQ-K), the following changes were made:
♦ Added a note regarding the Field Control Processor 280 (FCP280) to “Introduction”
on page 1 and Figure 1-13 “Create Stations Dialog Box” on page 13. Also added the
FCP280 to the features for this version of System Definition.
♦ Added a note about station types “WSTA70” and “WSVR70” to the Preface above,
“Introduction” on page 1 and “Creating Stations” on page 12.
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Preface B0193WQ – Rev K
♦ Added a note about station Logical Names to “Creating Stations” on page 12.
♦ Updated “Attaching Field Modules and Peripherals to Stations” on page 21 for the
FCP280.
♦ Added how to set the BPC to “Assigning Parameter Definitions” on page 33.
♦ Additional minor edits.
Related Documentation
Refer to the following reference documents for additional information:
♦ The Hardware and Software Instructions document included with your workstation or
server.
♦ DIN Rail Mounted Subsystem User's Guide (B0400FA)
♦ I/A Series System Equipment Installation (B0193AC)
♦ System Definition 2.11 Release Notes (B0193XW)
♦ System Definition Release Notes for Windows 7 and Windows Server 2008 (B0700SH)
Most are available on the Foxboro Evo Electronic Documentation media (K0174MA). The latest
revisions may also be available through the Invensys Global Customer Support at http://sup-
port.ips.invensys.com.
When using System Definition software, refer to the user’s guide, available from the Help menu.
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B0193WQ – Rev K Preface
xii
1. System Definition:
A Step-By-Step Procedure
This document presents a typical step-by-step procedure for defining an I/A Series system
configuration using the System Definition software.
Introduction
The main purpose of this document is to illustrate the sequential steps required to use System
Definition.
System Definition identifies the I/A Series system components, the system software required by
each component, the system component letterbugs, and other system characteristics for correctly
loading system software and identifying the system software objects. System Definition produces
Commit installation media, a set of committed configuration install files (previously released on a
diskette), which is required for software installation and, therefore, must be completed before
software installation. The example in this step-by-step procedure uses the following hardware
components for the I/A Series system definition:
♦ 24-port switch (SW24P)
♦ Application Workstation 70 running the Windows XP or Windows Server 2003
operating system (AW70P)
NOTE
The Application Workstation 70 station type (AW70P) is no longer supported on sys-
tems with I/A Series software v8.8 or later with Windows 7® or Windows Server®
2008 R2 Standard operating systems. However, the AW70P station type is retained in
the example described in this document to be consistent with the screenshots pro-
vided. I/A Series software v8.8 or later supports station types “WSTA70” for a
workstation or “WSVR70” for a server which perform the same functions as the
Application Workstation 70; the main difference is the version of I/A Series software
and the operating system used.
NOTE
A system with Field Control Processor 280s (FCP280s) would be configured in a
similar manner as with a system with an FCP270s, with a FCP280 in place of each
FCP270.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
This system communicates over an I/A Series system with I/A Series software v8.x (or later) on
The Mesh control network.
Although the procedure describes a small system on a Windows XP platform (as indicated by the
applicable displays), the step-by-step procedure can be used to define any I/A Series system oper-
ating on a Windows 7, Windows Server 2008 R2 Standard, Windows XP, Windows Server 2003,
or Windows NT platform. These steps apply to all I/A Series systems, both large and small. The
procedure uses one approach to define an I/A Series system. Refer to the user’s guide available
from the Help menu for other approaches to defining an I/A Series system.
SysDef comprises five software components and a READ ME file. The software enables system
configuration, preparation of a system component database, and preparation of Commit installa-
tion media. Components are:
♦ Configuration Components
♦ Hardware Definition
♦ Network Definition
♦ Parameter Definition
♦ Software Definition.
The steps to configure the example system are described sequentially in this document as follows:
♦ Installing System Definition software
♦ Accessing System Definition
♦ Selecting software release
♦ Creating switches
♦ Creating stations
♦ Creating field modules
♦ Creating peripherals
♦ Changing station and field module letterbugs
♦ Attaching field modules and peripherals to stations
♦ Attaching stations and FCMs to switches
♦ Creating nodes (or networks)
♦ Attaching stations and switches to nodes (or networks)
♦ Assigning software
♦ Assigning hosts (including control hosts)
♦ Assigning software hosts
♦ Assigning parameter definitions
♦ Printing parameter worksheets (optional step)
♦ Documenting the configuration (optional step)
♦ Checking the configuration
♦ Producing Commit installation media
♦ Saving the configuration
♦ Reconciling the system configuration.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
Figure 1-1 is a flowchart showing the basic sequential steps needed to configure the example con-
figuration constructed in this document. First, access System Definition, and select the Hardware
Definition screen as shown in Figure 1-1. During Hardware Definition, select the software release
number, create the number of switches, stations, modules, and peripherals in your system, and
accept or change the letterbugs of your system components. Then select the Configuration Com-
ponents screen to attach the hardware components, create the nodes or networks in your system,
and assign the stations and switches to a node or network. Next, select the Software Definition
screen to assign optional software and software hosts to the stations and modules, and to assign
specific software operating parameters. At this point, you can produce a graphical view of your
system configuration (this is optional). Finally, select the Check Configuration utility to verify the
installability of your configuration. If the configuration passes the configuration check, create
Commit installation media from the Options > Utilities menu. The Commit installation
media is used to install software on your system. After software installation, reconcile the software
packages actually installed on the system with the software specified in System Definition.
Access
Hardware Configuration Software Save
System Options
Definition Components Definition Configuration
Definition
Create
Attach Assign
Create Commit
Peripherals Software
Switches Installation
to Stations Host
Media
Attach Assign
Create Stations/ Software Reconcile
Stations Modules to Parameter Configuration
Switches Definitions
Attach
Create Stations to
Peripherals Node or
Network
Attach
Change Switches to
Letterbugs Node or
Network
Figure 1-1. System Definition Overview
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
For this release of System Definition, the following features were added:
♦ Added the Field Control Processor 280 (FCP280) to the list of available stations to
create.
NOTE
For I/A Series software v8.8 and later, this software packages to be installed and
their installation locations have been modified from previous releases. Refer to the
latest I/A Series release notes (for I/A Series software v8.8, this is I/A Series V8.8
Release Notes (B0700SG)) for a description of the current software packages
installed on the stations and Control Processors.
NOTE
In Windows 7 and Windows Server 2008 R2 Standard, the “Add/Remove” Control
Panel functionality is found under “Programs and Features” and has a different
interface.
NOTE
Refer to the user guide, accessible from the Help menu for information on how to
save previous versions of system configurations.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
2. Select 3. Select
1. Click
2. In the Control Panel, double-click the Add or Remove Programs icon. In the Add
or Remove Programs window that appears, select System Definition and click
Change/Remove.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
1. Double-Click
2. Select
3. Click
Figure 1-3. Uninstalling System Definition from the Control Panel (Windows XP Version)
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
Figure 1-4. Uninstalling System Definition from the Control Panel (Continued)
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
2. Select
1. Click
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
9
B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
An example of the Select Version dialog box appears as shown in Figure 1-8. Actual
release version designations vary from one release to another.
2. Select the appropriate release (for example, I/A Release 4.3/6.x/7.x/8.x) in the
Select Version dialog box.
3. Click OK.
10
1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
Creating Switches
First, select the switches in your system and include them in the system definition configuration.
To create switches from the Hardware Definition screen, proceed as follows:
1. Select Create, then Switches as shown in Figure 1-9.
2. Select each switch that is listed on your purchase order by selecting it from the list of
switches. To change the quantity of switches, highlight the quantity field and type the
required number of switches.
For this example one 24-port switch is selected.
3. Click OK. The switches are automatically listed in the SWITCHES pane in the Hard-
ware Definition window, as shown in Figure 1-11.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
Creating Stations
After selecting your switches, select your stations. The procedure for selecting stations is basically
the same as selecting switches. To create stations from the Hardware Definition screen, proceed as
follows:
1. Select Create then Stations as shown in Figure 1-12.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
NOTE: For I/A Series software v8.8 and later, the WSTA70 and WSVR70 stations are added to this
dialog box. For I/A Series software v9.0 and later, the FCP280 station type is added to this
dialog box.
2. Use the scroll bars to move the list so that you can select the desired station.
You can select stations with I/A Series software v8.x, 51/70 Series workstations, con-
trol processors, communication processors, integrators, gateways, and so forth from
the list.
3. Specify each station that is listed on your purchase order by selecting it from the list.
To change the quantity of stations, highlight the quantity field and type in the
required number of components.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
NOTE
For a system with I/A Series software v8.8 or later, you would select station type
“WSTA70” for a workstation or “WSVR70” for a server instead of station type
“AW70P”. Stations running the Windows 7 or Windows Server 2008 R2 Standard
operating systems are no longer station type “AW70P”, although they perform the
same functions as the Application Workstation 70.
NOTE
The rules that System Definition maintains for the Logical Names of the stations
are as follows:
1. The Logical Name for an Application Processor (AP) is set to the AP’s letterbug
when the station is created. If any change is made to the letterbug in System Defini-
tion, the AP’s Logical Name will be updated with the same name. The AP Logical
Name cannot be edited directly, to ensure it stays the same as the letterbug. This is
also true of the Message Manager’s Logical Name.
2. The Logical Name for a Workstation Processor (WP) can be entered as any
unique, six character name (i.e. a name that is not used as the Logical Name of any
other station).
3. If a configuration is imported into System Definition that already has the AP’s
Logical Name different from the letterbug, the AP’s Logical Name is NOT changed
during the import. However, changing the letterbug after the import operation will
change the AP’s Logical Name to the letterbug and thereafter “lock” it to the letter-
bug. This prevents automatic changes to existing configurations that were created
prior to the rule change.
4. Click OK, and all stations are automatically listed in the STATIONS part of the Hard-
ware Definition screen.
After the stations in your system are selected, the Hardware Definition screen looks
similar to Figure 1-14.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
NOTE
The peripherals shown in Figure 1-14 are required defaults for the selected stations.
System Definition automatically adds the required peripherals to the list of
components.
15
B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
The Create Field Modules dialog box appears as shown in Figure 1-16.
2. Use the scroll bars to move the list so that you can select the desired field module.
3. Select each field module that is listed on your purchase order by selecting the field
module on the Create Field Modules dialog box. To change the quantity of field mod-
ules, highlight the quantity field and type in the required number of components.
In this example, the following were selected:
♦ 2 FBM201s
♦ FBM204
♦ FBM208.
16
1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
4. Click OK. The field modules are automatically listed in the MODULES part of the
Hardware Definition screen, and the screen looks similar to the following figure.
Figure 1-17. Hardware Definition Screen Displaying Newly Created Field Modules
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
Creating Peripherals
After selecting your field modules, select your peripherals. The procedure for selecting peripherals
is basically the same as selecting field modules. To select peripherals from the Hardware Defini-
tion screen, proceed as follows:
1. Select Create -> Peripherals as shown in Figure 1-18.
2. Use the scroll bars to move the list so that you can select the desired peripherals.
3. Select each peripheral that is listed on your purchase order by selecting it on the Cre-
ate Peripherals dialog box. To change the quantity of peripherals, highlight the quan-
tity field and type the required number of components.
In Figure 1-19, a parallel DeskJet printer and a Windows XP serial card are selected.
4. Click OK. The peripherals are automatically listed in the PERIPHERALS part of the
Hardware Definition screen.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
After all the system components for the example are selected, the Hardware Defini-
tion screen looks as shown in Figure 1-20. Note that the newly added printer and
serial card are located at the bottom of the PERIPHERALS list.
Changing Letterbugs
After you select the hardware items in your system, you can change the unique 6-character letter-
bug identifiers of switches, stations, field modules, and peripherals. Letterbugs can contain up to
six alphanumeric uppercase characters and cannot contain spaces or dashes. You can also use the
sequential letterbugs that System Definition assigns in your system.
To change a letterbug:
1. Select the letterbug to be changed in the Letterbug column of the Hardware Defini-
tion screen.
2. Delete the assigned letterbug using the Backspace key on the keyboard.
3. Type in the new letterbug in the cell.
4. Repeat the above steps for each letterbug you want to change.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
After the letterbugs are changed, the Hardware Definition screen looks as shown in Figure 1-21.
20
1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
NOTE
FBMs cannot be assigned to FCP280 control processors in SysDef. The FCP280
supports four HDLC fieldbuses from its baseplate, and SysDef has no method from
which to specify which of these fieldbuses an FBM should be assigned. Refer to
Field Control Processor 280 (FCP280) User’s Guide (B0700FW) for more details.
You will have to assign the FBMs to their appropriate HDLC fieldbuses with a con-
trol configurator (ICC, IACC, or the FCS Configuration Tools) after the Day 0 or
Day 1 installation with the Commit media generated by SysDef.
For ICC, refer to Integrated Control Configurator (B0193AV).
For IACC, refer to I/A Series Configuration Component (IACC) User's Guide
(B0700FE).
For FCS Configuration Tools, refer to Foxboro Control Software Block Configurator
User's Guide (B0750AH) and Hardware Configuration User's Guide (B0700BB).
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
2. Select the root configuration object (Untitled.cfg) in the tree structure located in
the left pane. The Configuration Components screen appears as shown in
Figure 1-24.
3. Select the Fieldbus Module (FBM) individually on the right side of the screen by
pressing and holding the left mouse button on the icon of the module. Drag the field
module over the name of the appropriate station in the Untitled.cfg area (shown in
Figure 1-24) and release the mouse button.
NOTE
FBMs cannot be assigned to FCP280s in SysDef. You will have to assign them to
the appropriate HDLC fieldbus supported by the FCP280 with a control configura-
tor (ICC, IACC, or the FCS Configuration Tools) after the Day 0 or Day 1 installa-
tion with the Commit media generated by SysDef.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
Select Untitled.cfg
(Step 3).
4. Select the peripheral (in this example configuration, the printer or serial card) individ-
ually on the right side of the screen by pressing and holding the left mouse button on
the icon of the peripheral. Drag the peripheral over the name of the appropriate sta-
tion in the Untitled.cfg area in the left side of the screen and release the mouse button.
NOTE
You can drag multiple modules/peripherals by holding down the <Ctrl> key and
individually selecting each module or peripheral on the right side of the screen by
pressing the left mouse button on the module icon. Release the <Ctrl> key. Drag
your selections over the name of the appropriate station in the Untitled.cfg area on
the left side of the screen (see Figure 1-24) and release the mouse button.
After field modules and peripherals are dragged over to their desired station, the example Config-
uration Components screen looks as shown in Figure 1-25.
23
B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
Figure 1-25. Configuration Components Screen After Attaching Modules and Peripherals
to Stations
24
1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
NOTE
You can drag multiple stations by holding down the Ctrl key and individually
selecting each station on the right side of the screen by pressing the left mouse but-
ton on the station’s icon. Release the Ctrl key. Drag the selected stations over the
name of the appropriate switch in the Untitled.cfg area on the left side of the screen
(as shown in Figure 1-26) and release the mouse button.
After stations are dragged over to their desired switch, the example Configuration Components
screen looks as shown in Figure 1-27.
25
B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
Creating Nodes
After your field modules and peripherals have been attached to their associated station, and sta-
tions to their associated switches, create the node(s) for the stations and switches.
To create a node from the Configuration Components screen, proceed as follows:
1. Click Create then select Node from the pull-down menu as shown in Figure 1-28.
26
1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
The example, as selected, uses a network created for the I/A Series software v8.x or
later. The stations and the selected network appear on both sides of the Configuration
Components screen as shown in Figure 1-30.
3. Next, attach the stations or switches to the appropriate nodes. Select each station or
switch individually by pressing and holding the left mouse button on its icon on the
right side of the screen, drag the selected item over the name of the appropriate node
in the Untitled.cfg area on the left side of the screen (as shown in Figure 1-30), and
release the mouse button. This attaches the item(s) you selected to the appropriate
node. If you have more than one node, attach (drag) the item to the proper node.
27
B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
NOTE
To drag multiple stations/switches, hold down the Ctrl key and individually select
each station or switch on the right side of the screen by pressing the left mouse but-
ton on their icons. Release the Ctrl key. Drag your selected items over the name of
the appropriate node in the Untitled.cfg area on the left side of the screen
(see Figure 1-30) and release the mouse button.
After dragging stations and switches to their desired node, only the node(s) should appear on your
Configuration Components screen, as shown in Figure 1-31. If you have stations and switches
appearing with nodes on your Configuration Components screen at this point, you have not
attached all the required items to a node.
Figure 1-31. Configuration Components Screen After Attaching Stations and Switches to Node
Assigning Software
As you create hardware, the required software is automatically saved and assigned by System Def-
inition. However, you may have ordered optional software, and you must select the optional soft-
ware for each station and field module.
To assign software from the Configuration Components screen, proceed as follows:
1. Select View then Software Definition from the pull-down menu as shown in
Figure 1-32.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
The hardware is shown on the upper portion of the screen, and the software is shown
on the bottom portion of the screen. If you click on the numbered buttons (1, 2, and
so forth) on the left side of the HARDWARE portion of the screen, the SOFTWARE
portion of the screen lists the default software for the selected item. A software com-
ponent highlighted in blue identifies the operating system for the selected station.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
In Figure 1-34, button 1 is selected in the HARDWARE portion of the screen, corre-
sponding to an AW70P. When this workstation is selected, the default software for the
workstation appears in the SOFTWARE portion of the screen, with the station’s oper-
ating system highlighted in blue as shown in Figure 1-34.
2. Select Assign then Software from the main menu bar as shown in Figure 1-35.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
3. Select a hardware station or field module from the Hardware portion of the Assign
Software dialog box as shown in Figure 1-37.
The optional software for the station or field module you selected appears in the
Optional Software Packages portion of the dialog box.
4. Select each of the desired optional software packages for that station or field module.
Use the scroll bar to view all the packages. If no optional software packages are shown,
that component does not have any optional software.
In Figure 1-37, the optional Message Manager software is assigned.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
7. After you select optional software for each hardware component, click Close on the
Assign Software dialog box. The System Definition screen refreshes to show your
selections.
8. Verify your selections by reviewing the Software Definition screen.
NOTE
Each system requires one and only one Compound Summary Access (for example,
Com Sum Access, ACSA7) software package.
The Assign Software Host dialog box appears as shown in Figure 1-39.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
Hardware items that require the assignment of a host station are shown on the upper
portion of the dialog box, and the possible host stations are shown on the bottom por-
tion of the dialog box.
2. Select a station from the Station portion of the dialog box as shown in Figure 1-39.
3. Select a host for the station selected in Step 3 from the Hosts portion of the dialog
box.
4. Click Assign from the Assign Software Host dialog box.
In Figure 1-39, the FCP270 is assigned to the AW70P.
5. Repeat Steps 3, 4, and 5 for each hardware component.
6. Select Close on the Assign Software Host dialog box after each hardware component
has been assigned a software host.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
See Step 2
below
See Step 3
below
The ASSIGNMENTS (top portion) of the Parameter Definition screen shows user-
defined parameters for which you must enter the value by typing in the appropriate
cell. Type the values of your parameters in the Value column of the ASSIGNMENTS
portion of the Parameter Definition screen.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
The REFERENCES (lower portion) of the Parameter Definition screen shows param-
eter for which you must select a value from a drop-down list.
NOTE
You cannot type values in the REFERENCES portion of the Parameter Definition
screen; select them from the drop-down list.
In both the ASSIGNMENTS and REFERENCES portions of the window, you can
keep the defaults if they are assigned and meet the requirements for your system.
2. To define a parameter in ASSIGNMENTS:
a. Click (highlight) the Value field for a parameter listed in ASSIGNMENTS.
b. Type the new parameter in the appropriate cell.
Repeat Steps a and b for each parameter.
To set the Basic Processing Cycle (BPC) for a station, set the “Basic Proc Cycle x 10”
parameter to the appropriate length, in hundreds of milliseconds (0.5 = .05 sec,
1 = 0.1 sec, 2 = 0.2 sec, 5 = 0.5 sec, and 10 = 1.0 sec).
3. To define a new value for a parameter listed in REFERENCES:
a. Click the down arrow in the parameter’s Value list.
b. Click the new value from the pop-up list.
Repeat Steps a and b for each component.
Parameter descriptions for each software or hardware component are contained in worksheets in
the user’s guide, which is available from the Help menu. It is suggested that you print and/or view
the individual worksheets for each of your hardware or software components to determine the
meaning and value range of each parameter. Hardware worksheets contain the parameter values
for a particular processor. Software worksheets contain the parameter values for all other software.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
4. Print the Hardware and Software Worksheets for all required components as follows:
a. Select File.
b. Select Print Topic.
c. To exit Help, select the x button at the upper-right corner of the Help screen.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
2. Select Edit > Copy from the Hardware Definition main menu bar.
3. Select View then Network Definition from the main menu bar of the Hardware
Definition screen as shown in Figure 1-46.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
4. Select Edit then Paste from the main menu bar of the Network Definition screen as
shown in Figure 1-48.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
The components copied from the Hardware Definition screen appear in the center of
the Network Definition screen. The components for this example were pasted as a
group and display as shown in Figure 1-49.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
5. Click OK on the Check Configuration message and view the Check Configuration
logfiles as shown below.
6. Select Options from the Parameter Definition screen on the main menu bar, then
select Utilities > View Logfiles from the pull-down menu as shown in
Figure 1-54.
In the resulting View Logfiles dialog box, choose to view the logfiles with or without
timestamps.
♦ To view the logfile without timestamps, select No under Time Stamp in the View
Logfiles dialog box.
♦ To view the logfile with timestamps, select Yes under Time Stamp in the View
Logfiles dialog box.
In the View Logfiles dialog box, you can also opt to display the complete logfile or
only the errors that have ocurred during your configuration check.
♦ To view the complete logfile, select Entire Logfile.
♦ To view only the errors that ocurred during your configuration check, select
Errors Only.
7. Select Errors Only. In order for your system to pass a configuration check, your
configuration must not contain errors.
The logfile shown in Figure 1-55 shows only errors in a check configuration logfile
with time stamps for each entry.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
8. View the logfiles and record or print all errors as shown in the View Logfiles dialog
box. Return to the appropriate procedure as previously described to correct all errors.
After the errors have been corrected, rerun the Check Configuration procedure. For
detailed information and procedures about correcting check configuration errors, refer
to the user guide available from the Help menu.
9. Select Close to exit the Check Configuration dialog box.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
3. Click Select.
The Select Commit Diskette Drive dialog box appears as shown in Figure 1-58. (This
dialog box can also be used to save the Commit data to other types of installation
media as well.)
Note: Other drives mounted to this station will appear in this dialog box if found.
4. Select the drive from the Select Commit Diskette Drive dialog box.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
3. Select or enter the filename to which you desire to save the configuration.
Do not save the file in the directory called buffer. Buffer is used by the System Defini-
tion to save temporary operations and overwrites your saved files.
4. Click OK on the Save Configuration As dialog box.
Your configuration is now stored and completed. The Commit installation media is ready to be
used for software installation.
Make a hard copy of your letterbug assignments and your network configuration for file and ref-
erence purposes.
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
Status Description
NOTYET Software package has not yet been installed.
DONE Software package has been installed successfully.
FAILED Software package installation failed.
REINST Software package will be reinstalled.
REREAD Software package needs to be reinstalled.
From the Hardware, Network, Parameter, or Software Definition screen, perform the following
steps:
1. Open the database that is stored within System Definition and matches the database
from the software installation process.
2. Select Options > Utilities > Reconcile Configuration.
3. From the Process Reconcile Diskette dialog box, choose the Select button to choose
the device from which you wish to read the Reconcile installation media.
4. Select the appropriate drive. Choose OK to continue the Reconcile process or choose
Cancel to discontinue the Reconcile process.
5. Select Start to begin the Reconcile process.
6. If necessary, insert the Reconcile installation media into the selected drive. Choose OK
to continue the Reconcile process or choose Cancel to discontinue the Reconcile pro-
cess.
The progress bar in the middle of the dialog box keeps you informed of the progress
being made. You can select Cancel at any time during the Reconcile process to termi-
nate the procedure.
NOTE
Data corruption can occur when you select Cancel to stop the Reconcile installation
media creation. To avoid corrupting your configuration, make sure you do not save
any configuration files after selecting Cancel.
7. From the dialog box, choose Yes if you have additional installation media to reconcile
or, choose No if you do not have additional Reconcile installation media. If you choose
Yes, the software jumps to Step 6, above. If you choose No, a dialog box reminds you
to review the Process Reconcile logfiles.
8. Click OK to end the Reconcile process.
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
9. If necessary, remove the Reconcile installation media from the drive and file the Rec-
oncile installation media.
10. Save the reconciled database within System Definition. This is the Day 1 Configura-
tion of the system.
The Reconcile process is now complete. You should review the Reconcile Process logfile.
You can view the Reconcile Process logfile by performing the following steps from the Hardware,
Network, Parameter, or Software Definition screen:
1. Select Options.
2. Select Utilities.
3. Select View Logfiles.
4. Select the Reconcile Process logfile.
View the logfile for the software package status as defined in Table 1-1. When you are finished,
select Close to exit the logfile. Depending on the software package status, you may wish to install
or reinstall packages that have not been installed.
Summary
Table 1-2 is a summary of the procedural steps used to define a system configuration
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
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1. System Definition: A Step-By-Step Procedure B0193WQ – Rev K
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B0193WQ – Rev K 1. System Definition: A Step-By-Step Procedure
54
Index
A
Accessing System Definition 7, 8, 50
Add/Remove programs 5
deleting remaining files 7
Assigning
parameter definitions 33, 35, 52
software 28, 31, 51
software host 32, 52
Attaching
field modules 21, 51
peripherals 21, 51
stations to nodes 51
stations to switches 51
switches to nodes 27, 51
C
Changing
letterbugs 19, 51
quantity of
field modules 16
nodes 26
peripherals 18
stations 13
switches 11
Checking your configuration 42, 53
connectivity, software, missing media devices, install verification 43
Commit installation media 1
creating 45, 53
selecting a drive 46
Compound summary access software package 32
Configuration
building graphical view 37
checking 42, 53
documenting 37, 52
reconciling 49, 54
saving 47, 53
step-by-step summary 2
Configuration Components 2, 3, 21
Creating
field modules 15, 51
nodes 26, 51
peripherals 18, 51
stations 12, 13, 50
switches 11, 12, 50
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B0193WQ – Rev K Index
D
Defining parameters 35
Documenting the configuration 37, 52
F
Field modules
attaching to stations 21, 22
changing the quantity 16
creating 15, 51
G
Graphical view 3, 37
Network Definition 38, 41
printing 42
H
Hardware Definition 2, 3, 12, 14
Host
assigning 52
I
Installing System Definition 4, 7
Introduction 1
L
Letterbugs
changing 19, 51
Logfiles
viewing 44, 53, 54
viewing errors only 44
viewing with time stamps 44
viewing without time stamps 44
M
Media Distribution dialog box 47
N
Network Definition 2
building a graphical view 38, 41
printing a graphical view 42, 52
Nodes
attaching stations and switches to 27
changing the quantity 26
creating 26, 51
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Index B0193WQ – Rev K
ENODE 26
MNODE 26
NODE 26
O
Overview
defining your system 3
P
Parameter Definition 2, 34
Parameters
assigning definitions 33, 35, 52
printing parameter worksheets 35
Peripherals 15
attaching to stations 21, 23
changing the quantity 18
creating 18, 51
Planning xi
Printing
graphical view 42, 52
parameter worksheets 35, 52
Q
Quantity
changing number of
field modules 16
nodes 26
peripherals 18
stations 13
switches 11
R
Reconciling your configuration 49, 54
Related documentation xi
Revision information x
S
Saving the configuration 47, 48, 53
Save As 48
Selecting
a software version 9, 10, 50
the Commit installation media drive 46
Software
assigning 28, 51
Software Definition 2, 3, 28
Software host
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B0193WQ – Rev K Index
assigning 32, 52
Software release
selecting 9, 50
Stations
50/51/70 series 13
attaching field modules and peripherals to 21
attaching to nodes 27
changing quantity of 13
communication processors 13
control stations 13
creating 12, 50
gateways 13
integrators 13
Step-by-step
configuring the example system 2
Summary of steps 50
Switches
attaching to nodes 27, 51
changing quantity of 11
creating 11, 12, 50
System Definition
accessing 7, 8, 50
overview 3
software installation 4, 7
system requirements 4, 7
uninstalling 4
T
Time stamps 44
U
Uninstalling System Definition software 4
user guide 35
Utilities
checking your configuration 42, 53
creating Commit installation media 45, 53
reconciling your configuration 49, 54
viewing logfiles 44
V
Version of software
selecting 9, 10, 50
Viewing logfiles 44, 53, 54
W
Worksheets
hardware 36
58
Index B0193WQ – Rev K
printing 35, 52
software 36
59
Invensys
10900 Equity Drive
Houston, TX 77041
United States of America
http://www.invensys.com