Control System and Software Engineering Process

Elder Matias

2006-05-31

Development Approach

• Based on CLS Beamline Development Guide– Derived from APS approach

• System and Software Engineering Approach– Moving towards use of automated tools and mainstream

software engineering processes (unified process)– Extensive use of P&ID drawings and requirements

documents for requirements capture– P&ID are partially based on the American Instrumentation

Society Standards

• Once a beamline is into the construction stage, the system analyst and scientists iterate and evolve the system

Development Approach

Inception Elaboration Construction Transition

Requirements Analysis Design Implementation Test

Unified Process

Core Workflows In Each Phase

- Establish Feasibility- Establish Business/Scientific Case- Capture Essential Requirements- Identify Critical Risks- Establish initial budget & schedule

Deliverables (as required):- Project Plan- Risk Assessment- Initial Requirements (10-20%)

Requirements: - Refine System ScopeAnalysis: - Establish what to buildDesign:- Create an ArchitectureImplementation- Build an architecture baseline- Build any prototypesTest- Test the architecture baseline- Test any prototypes

Deliverables (as required):- PID Drawings- Wiring Diagrams- Updated Requirements Document- System breakdown

Requirements: - Uncover missing requirementsAnalysis: - Finish the analyis Design:- Finish detailed designImplementation- Build and install the systemTest:- Test and ring-out the system

Deliverables (as required):- Running System

- Correct any defected- Provide support for commissioning - Prepare final documentation

Deliverables (as required):- Final documentation- Working system

CLSI System (Beamline) Engineering Process

ProposalConceptual

DesignPreliminary

DesignDetailedDesign

Build Commissioning

Project Phases

Background

• SAL was established in 1964, the control system has evolved along the way

• With the CLS project In 1999 the design architecture changed to:– EPICS (from Lucid and other custom software)– Linux and RTEMS (from NeXT, SunOS, BSD)– Momentum and S7 PLC (from Micro84 & TSX)– VME Hardware (from CAMAC)

Background (cont.)

• Standards:– CNSC C-138 – Provides guidance on control

software under CLS operating license– IEC 61508 – For Systems Important to Safety– Canadian Electrical Code – For Control

Hardware and Electrical Installations– Codes of conduct and practice - for ISP (Comp.

Sci/Software Eng.) and P. Eng (Elec. Eng. …) certified/licensed staff

Major Projects

• Phase I and Accelerator Operational Support• Phase II beamlines• CANARIE Remote Access• Infrastructure

– VME Monitor Program Upgrade (Russ, Neil J. + Intern)– CS-Studio Tree Explorer (Glen W. + Intern)– Data Acquisition Program Upgrade (Glen W, & Ru)– Next Generation Motor Control (Mike M. & Tony W.)

• Upgrades– Diagnostics Kicker, X-ray BPM and time resolve (Johannes)– Linac Gun &RF (Neil J. & Hao)– Linac ACIS System (Robby)– Replace remaining pre-1980 controls (Hao + summer student)

Moving Forward

• Current CLS Control System– Built on a common design (circa 2000 and 2002)– Homogonous – Common structure and design across the facility– Built on 6 years of EPICS experience – Built on SAL (30 years) of accelerator and nuclear physics science

• Critical Questions– Does it represent best industry practice?– How can we improve quality (scientific capability and the user experience)?– How can we improve efficiency?– Is it safe and ethical?

• How Do We Answer These Questions?– Collectively (cross-disciplinary)– Open to new ideas and methods– Invite people from inside/outside of EPICS to help us….– Invite people from inside/outside synchrotrons to help us…– Built on our in-house experts…– Decisions to change are technically driven with backup (ECR)– Exploit automation to reduce costs and increase reliability

• Shift in approach, from just-in-time make-it-workbuilding well designed, structured reusable applicationssupport highly configurable applications configured just-in-time

VLANs for: each beamline, machine control, development, office, visitors

VME Crate

(Reflective Memory)

MicroStep

EROCIOC

RTEMS

FieldDev. RS-232

Devices

OPI

Linux

IOCStep Controller

RTEMS

Motors

MicroStep

OPI

Linux

OPI

Linux

Touch PanelOPI Linux

NetworkServer

(bootp, dhcp,auto restore)

Linux

DataArchiveServer

Linux

AlarmServer

MS-Win

MS-SQLServer

MS-Win

PowerEdgeIOC

Linux

PS BoardsIOC

RTEMS

PowerSupplies

EROCIOC

RTEMS

FieldDev.

EthernetDevices

PLC & GPIB

FieldDev.

MagnetsMotors

1GigBridge

IOC

Linux

FieldDev.

ProfibusPLC

System Architecture (3.0)

Network

Office

Gateway

MS-SQL

50

BAOPI

AlarmPrinter

OPI

IOC

IOC

IOC

PLC

OPI

IOC

IOC

Server Subnet

Office Subnet

Beamline BBeamline A

Main Control Subnet