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Schneider-Electric Pty (Australia) Ltd 78 Waterloo Road Macquarie Park NSW 2113 Australia Vijeo Citect Upgrade Study Guide Version 7.30

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Schneider-Electric Pty (Australia) Ltd

78 Waterloo Road

Macquarie Park

NSW 2113

Australia

Vijeo Citect Upgrade

Study Guide

Version 7.30

ii Version 7.30 May 2013

DISCLAIMER

Schneider Electric makes no representations or warranties with respect to this manual and, to the maximum extent permitted by law, expressly limits its liability for

breach of any warranty that may be implied to the replacement of this manual with another. Furthermore, Schneider Electric reserves the right to revise this

publication at any time without incurring an obligation to notify any person of the revision.

The information provided in this documentation contains general descriptions and/or technical characteristics of the performance of the products contained herein.

This documentation is not intended as a substitute for and is not to be used for determining suitability or reliability of these products for specific user applications. It is

the duty of any such user or integrator to perform the appropriate and complete risk analysis, evaluation and testing of the products with respect to the relevant specific

application or use thereof. Neither Schneider Electric nor any of its affiliates or subsidiaries shall be responsible or liable for misuse of the information that is

contained herein. If you have any suggestions for improvements or amendments or have found errors in this publication, please notify us.

All pertinent state, regional, and local safety regulations must be observed when installing and using this product. For reasons of safety and to help ensure compliance

with documented system data, only the manufacturer should perform repairs to components.

When devices are used for applications with technical safety requirements, the relevant instructions must be followed.

Failure to use Schneider Electric software or approved software with our hardware products may result in injury, harm, or improper operating results.

Failure to observe this information can result in injury or equipment damage.

© 2006 - 2013 Schneider Electric. All rights reserved.

Schneider Electric

Vijeo Citect Upgrade Study Guide

INTRODUCTION AND LEGAL NOTICE

Your purchase of this official Vijeo Citect Upgrade Training Manual entitles you to undertake the Vijeo Citect Upgrade training course.

Satisfactory completion of the course evaluation is mandatory for you to obtain a Schneider Electric certificate of completion of the training course.

The contents of this manual are proprietary to Schneider Electric and all rights, including copyright, are reserved by Schneider Electric. No part of this document may

be reproduced in any form or by any means, electronic or mechanical, including photocopying, without express written permission of Schneider Electric.

Schneider Electric will not accept any liability for action taken in reliance on this training manual.

TRADEMARKS

Schneider Electric has made every effort to supply trademark information about company names, products and services mentioned in this manual. Trademarks shown

below were derived from various sources.

Vijeo Citect, CitectSCADA, Cicode, Vijeo Historian, CitectHistorian, and Ampla are trademarks owned by Schneider Electric Industry SAS or its affiliated

companies. All other trademarks are the property of their respective owners.

ActiveX, Excel, Internet Explorer, Microsoft .NET, SQL Server, Windows, Windows Server, Windows XP, Windows Vista and Windows 7 are either registered

trademarks or trademarks of Microsoft® Corporation in the United States and/or other countries.

SafeNet Sentinel is a trademark of Sentinel, Inc.

VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions.

PI is a registered trademark of OSIsoft, Inc.

General Notice:

Some product names used in this manual are used for identification purposes only and may be trademarks of their respective companies.

Validity Note

The present documentation is intended for qualified technical personnel responsible for the implementation, operation and maintenance of the products described. It

contains information necessary for the proper use of the products.

Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any

consequences arising out of the use of this material.

A qualified person is one who has skills and knowledge related to the construction and operation of the electrical equipment and installations and has received safety

training to recognize and avoid the hazards involved.

May 2013 Edition for v7.30

Manual Release 1

Vijeo Citect Upgrade Exam Manual Release 1 iii

Contents

CHAPTER 1: V7.30 UPGRADE EXAM TOPICS OVERVIEW ..................................... 1-1

Upgrading ...................................................................................................................... 1-2 Equipment and Scheduling ............................................................................................ 1-6 Tab_Style_Include ......................................................................................................... 1-7 On-line Changes ............................................................................................................ 1-8 Graphics Enhancements ............................................................................................... 1-11

SQL Interface ............................................................................................................... 1-13 System Security ........................................................................................................... 1-14

Vijeo Citect Upgrade Exam Manual Release 1 1-1

Chapter 1: v7.30 Upgrade Exam Topics Overview

Vijeo Citect has undergone many changes between v6.10 and v7.30. Vijeo

Citect 7.30 includes new features and developments that may impact the

functionality of projects created using earlier releases. The CCSE Examination

System requires all CCSEs to keep up to date with the changes in Vijeo Citect.

This Chapter Covers These Topics:

Upgrading 1-2

Equipment and Scheduling 1-6

Tab_Style_Include 1-7

Online Changes 1-8

Graphics Enhancements 1-11

SQL Interface 1-13

System Security 1-14

Introduction

1-2 Version 7.30 May 2013

Upgrading

The computer equipment may need to be upgraded to run v7.30, as the

minimum hardware requirements have changed:

Description Minimum Specification

Processor Speed 2 GHz

Random Access

Memory (RAM)

2 GB if running as a SCADA client

or 4 GB if running as a server

Available Disk Space 160 GB

Graphics Adapter (see

note below)

1024 x 768 pixel resolution, with 64MB of VRAM

Description Recommended Specification or Higher

Processor Speed 3.2 GHz, or if server 3.2 GHz quad-core

Random Access

Memory (RAM)

4 GB if running as a SCADA client

or 8 GB if running as a server

Available Disk Space 250 GB

Graphics Adapter (see

note below)

1024 x 768 pixel resolution, with 128MB of VRAM

Due to limitations in the Computer Setup Editor, Project Editor and several

input forms in Vijeo Citect it is a requirement that screen resolution be set at

1024 by 768 pixels or higher.

Hardware

Requirements

Vijeo Citect Upgrade Exam Manual Release 1 1-3

Upgrading (cont.)

Vijeo Citect Component Minimum System Software

All core components Operating System

Windows 7 with Service Pack 1 (32 bit and 64 bit) or Windows

Server 2008 R2 with Service Pack 1 (32 bit or 64 bit)

or

Windows XP Professional with Service Pack 3 (32 bit and 64 bit)

or

Windows Server 2003 Standard Edition with Service Pack 2 (32 bit

and 64 bit)

or

Windows Server 2008 Standard Edition with Service Pack 2 (32 bit

and 64 bit)

or

Windows Vista® with Service Pack 2 (32 bit and 64 bit)

And

Microsoft® .NET Framework 4.0 (installed with Vijeo Citect if not

already installed).

Microsoft .NET Framework 2.0 (x64) is required by Schneider

Electric License Manager if using 64 bit Windows XP or 64 bit

Windows Server 2003.

Internet Explorer® Version 6.0 or greater.

A Local Area Network (LAN) if you intend to have multiple clients

access a remote server.

If running under virtualization with VMWare®, the minimum system

requirement is VMWorkstation 6.03 and later.

Vijeo Citect WebServer As for Vijeo Citect Server, with the addition of:

A New Technology File System (NTFS)

A LAN running TCP/IP and Microsoft Internet Information

Services (IIS)

Project DBF Add-in for

Excel

As for All Core Components, and Microsoft Excel 2007 or 2010

Note:

The target drive for the Web Server software must use an NTFS file system,

otherwise the required Windows security settings will not be available (that is,

the Folder Properties dialog will not have a Security tab). If the computer is

currently using a FAT/FAT32 system, ensure that the drive is converted to

NTFS before installing the Web Server software.

Software

Requirements

1-4 Version 7.30 May 2013

Upgrading (cont.)

Alarm Devices are used to access the current property of a tag (for instance

whether it is in High-High state). The Publish-Subscribe model for tag data

exchange makes Alarm Devices redundant, instead the Alarm Server can be

configured to publish this data.

The new clustered structure of Vijeo Citect precludes the use of Memory I/O

Devices. All tags links to such devices will be replaced with local variables.

Previous versions of Vijeo Citect supported network redundancy via NetBIOS.

Since NetBIOS is no longer used, users are able to specify multiple IP addresses

for each server, permitting native support for network redundancy.

Many parameters (such as server names and locations) that used to be

configured in the Citect.ini file are now accessed via a new Server menu in the

Project Editor.

Removal of

Alarm Devices

Removal of

Memory I/O

Devices

Dual Network

Support

Project-based

Network

Configuration

Vijeo Citect Upgrade Exam Manual Release 1 1-5

Upgrading (cont.)

A number of Cicode functions have undergone revision. Notably the ReRead()

function is no longer required to maintain currency of data under the Publish-

Subscribe data model. A full list of additions, deletions and modifications is

available in the “What’s New in Vijeo Citect V7.30” section of the on-line help.

Use these suggested exercises to increase your understanding of the topic.

Take a variety of projects from earlier versions (particularly v6.x) of

Vijeo Citect and upgrade them to V7.30

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic - Upgrading to Vijeo Citect Version 7.30.

Vijeo Citect Help Topic - What's New in Vijeo Citect v7.03

Vijeo Citect Help Topic - Migration Tool

Citect Knowledge Base Article Q3993: Upgrade Path to V6.10

Cicode Functions

Suggested

Exercises

Further Reading

1-6 Version 7.30 May 2013

Equipment and Scheduling

Equipment can be defined in SCADA to represent the layout of a production

process. Each piece of equipment can be placed in a hierarchy enabling a

parent/child relationship between pieces of equipment.

Equipment is now the focus of early project design. The project design flows

logically from the layout of physical equipment or plant in your system. By

defining equipment first, you can create a hierarchy of tags for each plant line or

process, making it easier to monitor each production process and group tags in a

way that better represent configuration of the plant.

The textual representation of a hierarchy is achieved by the use of a dot, or

period (".") to separate the items and their level in the hierarchy. For example if

you were to create a structure of a production line in a factory called 'Factory1"

which has 3 production lines each identified as Line1, Line2, Line3. Each

production line has 2 Assembly stations identified as Assy1 and Assy2. Each

assembly station has 2 conveyer belts identified as Convey1 and Convey2.

Convey2 could then be uniquely identified in the system as:

Factory1.Line1.Assy2.Convey2

The Scheduler is a component of the report server featuring an ActiveX control

that links your SCADA system to a calendar. Using the control you can

schedule equipment operations around peak and non-peak work hours within a

business. You can create recurring schedules, and configure and view schedule

entries on a daily, weekly and monthly basis.

Use these suggested exercises to increase your understanding of the topic.

Create an equipment hierarchy in your project.

Create Schedules for Equipment

Override Schedules

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic – Using Equipment

Vijeo Citect Help Topic – Defining an Equipment Hierarchy

Vijeo Citect Help Topic – Equipment XML Template

Vijeo Citect Help Topic – Adding a New Schedule Entry

Vijeo Citect Help Topic – Daylight Saving

Vijeo Citect Help Topic – Special Days

Vijeo Citect Help Topic – Scheduler Inheritance

Equipment

Scheduler

Suggested

Exercises

Further Reading

Vijeo Citect Upgrade Exam Manual Release 1 1-7

Tab_Style_Include

With the release of Vijeo Citect v7.30, a new set of standard templates were

provided to replace those derived from CSV_Include.

These templates are more flexible to use and offer a 'cleaner' view.

Use these suggested exercises to increase your understanding of the topic.

Create pages based on the Tab_Style_Include templates, including

standard pages, Alarm pages and Trend pages.

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic - Tab Menu Templates.

New System-

supplied

Templates

Suggested

Exercises

Further Reading

1-8 Version 7.30 May 2013

Online Changes

Vijeo Citect Clients from Version 7.0 onwards don't require configuration

updates or restarts when changes are made on the Server. When any Alarm,

Trend or Variable Tag is added, removed or updated on the Server side, Clients

will not require updates or restarts for them to adjust to the new configuration.

Only the Server needs to be restarted or (effective from V7.30) reloaded.

When a Trend, Alarm or I/O Server is restarted with an updated

configuration, Clients currently running will adjust automatically to the

changes without requiring restart.

Rather than browsing the local trend database to provide a list of trends,

a Trend Client will now ask the Trend Server for a list of trends.

The Alarm Client has been changed to recognise when the Server

connection has been changed or restored, check whether the alarm

configuration is still the same, and flush its local cache if needed to

ensure any data is correct.

Reloading a Server will not interrupt the execution of the Clients; they

will continue processing the existing Alarms or Trends until the reload

is completed, when the new items will become available.

When a system has been configured so that Clients are able to be updated

Online all changes take place on the Server. The Clients are able to update their

information because they are linked to a central project or the COPY parameter

has been used and the local project will update when changes are detected.

Clients Update

without being

Reinitialised

How Online

Changes Work

Vijeo Citect Upgrade Exam Manual Release 1 1-9

Online Changes (cont.)

When a change to the project is made on the Server, the Server must be

reloaded. If the Server is providing more than one type of Server functionality,

Multi-Process mode allows the user to reload that process only with the

Runtime Manager.

Once the Server is reloaded, the changes are transferred to the Clients and are

available online. During the reload operation, the existing compliment of

Alarms, Trends etc will continue to be available to Clients; once the reload is

complete, the new items will automatically become available.

All Servers can be Reloaded from the Runtime Manager, located in the System

Tray, except for the I/O Server which has only a Restart Option.

Note:

There are a number of limits on exactly what will change without a reload based

on the wider impact of the change. These limits are detailed in the Vijeo Citect

Help - Effects of Server Reload on Servers.

How Online

Changes Work

(cont.)

1-10 Version 7.30 May 2013

Online Changes (cont.)

The startup of any server may be divided into two discrete stages. Firstly it

must identify how it is to be configured and secondly, it must determine what it

has to do. For an Alarm Server the first stage would include log file locations

and other such information while the second stage would be to create the list of

actual alarms with which it has to operate.

A Server Restart reinitialises both stages while a Reload only attends to the list

of things it must do. As an analogy, consider a band on stage. It could be

assumed that getting the instruments ready on the stage and all the sound

equipment performing properly would be the first stage described above, while

the handwritten list of songs taped to the keyboard player's instrument is the

second.

With that in mind, it is obvious that reinitialising the equipment is a very

difficult task, while changing the list of songs is trivial to achieve mid-

performance.

Use these suggested exercises to increase your understanding of the topic.

Enable the COPY parameter on client computers and make changes at

the primary computer to determine how and when changes are

propagated.

Work with Server Reload and Restart to determine the differences and

when each is required.

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic - Server Side Online Changes.

Vijeo Citect Help Topic - Client Side Online Changes.

Vijeo Citect Help Topic - ServerReload.

Vijeo Citect Help Topic - Running the System.

Restart vs.

Reload

Suggested

Exercises

Further Reading

Vijeo Citect Upgrade Exam Manual Release 1 1-11

Graphics Enhancements

With a numbered association, number is the position of the tag name in the list

provided in the function that was called to open the Popup page. It is not

strictly necessary to use type in the substitution syntax. However, if the type is

used for further clarity it is the data type in the variable tag ( eg. string, int, real

or digital ).

Example –

In the example of the function AssPopUp(),

AssPopUp(“popPage”,”Tag1”,”Tag2”,”Tag3”)

if the tags are a string, integer and digital respectively, then they could be

referenced anywhere in the popup page as:

?string 1? Strings must have the type defined

?int 2? or ?2?

?digital 3? or ?3?

In a named association instance, a separate function must be used to link a

variable tag (or other data source, such as a constant or local variable) to a local

name defined within the popup window.

As is true for numbered associations, the datatype is optional for numeric

variables and mandatory for strings.

Example –

Firstly, a connection must be made between the data source and the popup's

internal variable. In this instance, the popup contains the variable ?Valve? and it

will be linked to the variable tag "Valve_tag."

Ass(-2, "Valve", "Valve_tag",0)

The next step is to launch the popup window. All pending tag associations will

be drawn into the popup as it is launched.

WinNewAt("popPage", 250, 250, 1+8+512)

Numbered

Associations

Named

Associations

1-12 Version 7.30 May 2013

Graphics Enhancements (cont.)

The functionality of these pages may be extended in the same way as genies by

Function using Smart Pages. A popup page may be used with other objects but

sometimes there may be a tag association that is not used. If this happens the

#ASS (association) error is displayed on the page.

The TagGetProperty() function will enable the popup pages to ignore assignment

errors and increase the usability of the popup pages.

Metadata, as an attribute of any object on a graphics page, may be used as a

source of substitution information for named associations on a popup page.

There are a variety of Cicode functions available to manage the use of

Metadata.

Use these suggested exercises to increase your understanding of the topic.

Create a button with metadata and use that data to populate a popup

page's substitutions.

Use the AssGetProperty and TagGetProperty functions to manage the

presence or absence of tags linked to popup pages.

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic -Using structured tag names.

Vijeo Citect Help Topic -Using structured tag names with Genies and

Super Genies.

Vijeo Citect Help Topic -Using Metadata.

Knowledge Base Article Q1724: SuperGenies on Pages and Templates.

Knowledge Base Article Q2706: Demystifying why windows display

where they do.

Knowledge Base Article Q1589: #ASS displays in my Super Genie.

TagGetProperty

The Use of

Metadata

Suggested

Exercises

Further Reading

Vijeo Citect Upgrade Exam Manual Release 1 1-13

SQL Interface

Vijeo Citect v7.30 introduces the use of the ADO.NET library of SQL functions,

which provides a modern approach to data access, can be programmed using

any of .NET managed languages, and is supported and further developed by its

manufacturer. Further, the new ADO.NET approach enables you to have

multiple recordsets per connection, and multiple queries per recordset. Earlier

versions of Vijeo Citect were restricted to 1 recordset and 1 query per

connection. More importantly, the new implementation uses separate

application threads for connections, disconnections and query executions,

meaning that the SQL queries need no longer be blocking actions.

Use these suggested exercises to increase your understanding of the topic.

Create a DSN and connect to a database using ADO SQL functions.

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic – ActiveX Data Objects

Vijeo Citect Help Topic –Using External Databases

Vijeo Citect Help Topic - SQL Functions.

ActiveX Data

Objects

Suggested

Exercises

Further Reading

1-14 Version 7.30 May 2013

System Security

This section of the exam deals with a variety of security topics within the

contexts of Server and User Authentication. Most of these topics have evolved

as a direct response to the growing concerns about security in SCADA systems

world-wide.

Using the credentials provided, a Server User will be automatically logged in to

the server processes on the current computer, giving any Cicode run from that

Server, the privilege level of this Server User.

This user has nothing to do with the Runtime Manager or any processes related

to it, only Cicode tasks.

Note:

The Server User configuration screen is only available when the Computer

Setup Wizard is configured for Multi-Process.

There are three options for the Server user.

Default Server User All Cicode will be run on the Server as if it is owned

by a user with full access to all areas and all

privileges - this is an internally defined 'virtual' user.

None Any Cicode function requiring a Privilege level on

the server will fail to run.

Specific User The user must be either a known user in the current

project or a valid Windows user connected to the

project via the Windows groups feature described in

Assign Windows Groups to Roles.

Aspects of

Security

The Server User

Vijeo Citect Upgrade Exam Manual Release 1 1-15

System Security (cont.)

Windows Integrated Security uses Role based security definitions that focus on the

Areas and Permissions of a Job Type rather than the identity of any one person.

Roles act as templates that define the Areas and Permissions for users who are

included in a linked Windows Group.

Job Type

Templates

1-16 Version 7.30 May 2013

System Security (cont.)

When a Windows user is logged on to a runtime system with the associated

privileges and areas of the role to which the user belongs, there are times when

a higher level authorisation is required for the user to perform certain actions.

An example of this is in the Pharmaceutical Industry in the United States where

FDA guidelines on electronic records and electronic signatures are defined in

Title 21 CFR Part 11 of the Code of Federal Regulations. One of the

requirements in this code is that electronic signatures must be countersigned by

more than one person.

In order to comply with regulations such as these Vijeo Citect has developed

Multi Signature Support. The MultiSignatureForm function can be displayed

through a Cicode form to allow countersigning of an operation by another user

who has the required level of privilege.

The MultiSignatureForm function displays a form that allows up to four users to

have their credentials verified in order to approve an operation. The usernames

can be native Vijeo Citect or Windows Integrated Security users.

Use these suggested exercises to increase your understanding of the topic.

Create Vijeo Citect Roles linked to Windows groups.

Configure an object on a page to use multi-signature support.

Configure a Server User using the various options to determine the

effect of each.

Use the following references to assist your understanding of the topic.

Vijeo Citect Help Topic - Adding Roles.

Vijeo Citect Help Topic - Adding groups and users in Windows

security.

Vijeo Citect Help Topic - Roles.

Vijeo Citect Help Topic - Using Vijeo Citect Security.

Vijeo Citect Help Topic - Multi-Signature Support.

Vijeo Citect Help Topic – MultiSignature Form.

Vijeo Citect Customisation and Design Course.

High Level

Authorisation

Suggested

Exercises

Further Reading