Proficy Process

Systems
Fundamentals
GFS-400B

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Proficy Process Systems Fundamentals

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Proficy Process Systems Fundamentals

Proficy Process Systems

This course is designed to provide the student with working knowledge of

Proficy Process Systems. It will provide new users with sufficient knowledge
and skill to develop, deploy and maintain Proficy Process Systems applications
in a production environment. The focus is upon the core control, management
and display features within Process Systems, using the native tools and
applications of the Solution.
At the end of this course, you will be able to:

Explain the architecture of Proficy Process Systems.

Understand communication between components and third-party systems.
Understand and use the Engineering Workstation.
Program controller logic using the Logic Developer.
Define data sources in the Global Namespace.
Create and modify standard Function Blocks.
Understand the Process Control Function Blocks.
Configure Alarms to be detected and generated in controllers.
Design and build displays using Faceplates.
Create Alarm views for use with Operator Consoles.
Explain and implement Change Management with Proficy Process Systems.
Use trending to monitor both real-time and historical data.
Design and build a system-wide security strategy.
Use a variety of utilities and Operating System administrative tools to troubleshoot
project or system process faults.

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Proficy Process Systems Fundamentals

SPECIAL FEATURES OF THIS BOOK

TIP!

In the text of some pages, you may find a TIP! Icon. Tips are either reminders or shortcuts to help you complete
a task more efficiently.

Note
Notes merely call attention to information that is especially significant to understanding the content of this
manual.

Glossary Terms will be shown in italics and bold using colour. Glossary terms will appear in an Appendix at
the end of this manual.

Copyright 2008 GE Fanuc Intelligent Platforms, Inc.

All Rights Reserved
This document is based upon information available at the time of its publication. While efforts have been
made to render accuracy to its content, the information contained herein does not purport to cover all
details or variations in hardware or software, nor to provide for every possible contingency in connection
with installation, operation, and maintenance. Features may be described herein which are not present in
all hardware and software systems. GE Fanuc Intelligent Platforms, Inc. assumes no obligation of notice to
holders of this document with respect to changes subsequently made.
GE Fanuc Intelligent Platforms, Inc. makes no representation or warranty, expressed, implied, or statutory
with respect to, and assumes no responsibility for the accuracy, completeness, sufficiency, or usefulness
of the information contained herein.
Proprietary information of GE Fanuc Intelligent Platforms is furnished for customer use only. No other uses
are authorized without written permission of GE Fanuc Intelligent Platforms.

Proficy and PACSystems are trademarks of GE Fanuc Intelligent Platforms, Inc.

Microsoft is a trademark of The Microsoft Corporation, Inc.
CIMPLICITY and iFIX are registered trademarks of GE Fanuc Intelligent Platforms, Inc.

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Proficy Process Systems Fundamentals

TABLE OF CONTENTS
MODULE

TITLE

PAGE

1................ Introduction to Proficy Process Systems ...................................................................... 1-1

Objectives .................................................................................................................................................. 1-1
Overview .................................................................................................................................................... 1-3
Lab Exercises .........................................................................................................................................1-12
Lab Exercise 1: Classroom Orientation and Layout...........................................................1-14
Lab Exercise 2: Instructor Walkthrough of a completed PPS project........................1-15
Review Questions ................................................................................................................................1-19
Review.......................................................................................................................................................1-20
2................ Engineering Workstation Controller & IO................................................................... 2-1
Objectives .................................................................................................................................................. 2-1
Overview .................................................................................................................................................... 2-3
Proficy Process Systems Engineering Workstation .............................................................. 2-3
Engineering Workstation Use Cases ............................................................................................ 2-4
Proficy Process Systems Engineering Workstation (Offline) ............................................. 2-4
Engineering Workstation Instance Running and Online System Monitoring ........... 2-6
Proficy Process Systems Engineering Workstation Instance (Online).......................... 2-6
Proficy Process Systems Controller Firmware Upgrade..................................................... 2-6
Logic Developer...................................................................................................................................... 2-7
Engineering Workstation Environment ....................................................................................... 2-8
EWS Logic Developer Tools............................................................................................................... 2-8
Tools List..................................................................................................................................................... 2-9
Navigator Tool Window ....................................................................................................................2-10
Inspector Tool Window .....................................................................................................................2-11
Companion Tool Window.................................................................................................................2-12
Tabbed Editor windows ....................................................................................................................2-13
Feedback Zone Tool Window.........................................................................................................2-14
Data Watch Tool Window................................................................................................................2-16
InfoViewer Tool Window...................................................................................................................2-22
The ToolChest Window .....................................................................................................................2-23
Key Concepts in Engineering Workstation..............................................................................2-24
Right-Click, Right-Click, Right-Click..............................................................................................2-24
Help! ...........................................................................................................................................................2-24
Getting the right Tool .........................................................................................................................2-25
Navigating through your project .................................................................................................2-25
Properties and Inspector..................................................................................................................2-27
Smart Lists...............................................................................................................................................2-28
The ToolChest ........................................................................................................................................2-28
The Feedback Zone.............................................................................................................................2-29
Proficy Process Systems Targets.................................................................................................2-30
Lab Exercises .........................................................................................................................................2-33
Lab Exercise 1: Backing up, deleting and restoring projects.........................................2-33
Lab Exercise 2: Manipulating the EWS tool windows........................................................2-39
Lab Exercise 3: Adding and deleting targets.........................................................................2-48
Review Questions ................................................................................................................................2-50
Review.......................................................................................................................................................2-51

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3 .Creating a Project ................................................................................................................ 3-1
Objectives .................................................................................................................................................. 3-1
Overview .................................................................................................................................................... 3-3
Creating a new Engineering Workstation project.................................................................. 3-5
Password protection for EWS projects........................................................................................ 3-7
Documentaing a project ..................................................................................................................3-10
Validating, Building and Downloading a project ..................................................................3-12
Lab Exercises .........................................................................................................................................3-16
Lab Exercise 1: Creating a Project ...............................................................................................3-16
Review Questions ................................................................................................................................3-22
Review.......................................................................................................................................................3-23
4................ Hardware Configuration................................................................................................... 4-1
Objectives .................................................................................................................................................. 4-1
Overview .................................................................................................................................................... 4-3
Working with HWC................................................................................................................................ 4-4
Generate and Print a Hardware Configuration Report ....................................................... 4-5
Replacing A Rack ................................................................................................................................... 4-6
Replacing A Module .............................................................................................................................. 4-7
Clearing A Rack....................................................................................................................................... 4-9
Lab Exercises .........................................................................................................................................4-10
Lab Exercise 1: Configure Controller Specifics......................................................................4-10
Review Questions ................................................................................................................................4-21
Review.......................................................................................................................................................4-22
5 .................. Programming with Logic Developer............................................................................... 5-1
Objectives .................................................................................................................................................. 5-1
Overview .................................................................................................................................................... 5-3
Offline vs. Online..................................................................................................................................... 5-4
Online Equal vs. Online Not Equal.................................................................................................. 5-4
Online Offline Functionality Table.................................................................................................. 5-6
Offline .......................................................................................................................................................... 5-8
Downloading to a GE Fanuc Controller....................................................................................... 5-9
Downloading to a stopped GE Fanuc Controller .................................................................... 5-9
Downloading to a running GE Fanuc Controller...................................................................5-11
Developing Logic for the Controller ............................................................................................5-11
Lab Exercises .........................................................................................................................................5-12
Lab Exercise 1: Using the FBD Editor.........................................................................................5-12
Lab Exercise 2: Mapping Variables to I/O Points .................................................................5-24
Lab Exercise 3: Go Online, Download and Run Logic........................................................5-26
Review Questions ................................................................................................................................5-34
Review.......................................................................................................................................................5-35
6 .................. PPS Function Blocks........................................................................................................... 6-1
Objectives .................................................................................................................................................. 6-1
Overview .................................................................................................................................................... 6-3
MAVG ........................................................................................................................................................... 6-4
LATCH .......................................................................................................................................................... 6-6
ADAPT.......................................................................................................................................................... 6-8
ADVANCED PID (ADV_PID).................................................................................................................. 6-9
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Proficy Process Systems Fundamentals

PULSE WIDTH MODULATOR (PWM)..............................................................................................6-16
RAMP/SOAK (RAMPSOAK20) ..........................................................................................................6-20
TOTALIZE ..................................................................................................................................................6-22
BUMPLESS TRANSFER (XFER) ..........................................................................................................6-23
DEVICE CONTROL TWO STATE (DC2S).........................................................................................6-24
DEVICE CONTROL THREE STATE (DC3S) .....................................................................................6-27
ANALOG INPUT......................................................................................................................................6-33
ANALOG OUTPUT .................................................................................................................................6-36
DISCRETE INPUT....................................................................................................................................6-37
DISCRETE OUTPUT ...............................................................................................................................6-38
Lab Exercises .........................................................................................................................................6-39
Lab Exercise 1: Build control logic with Function Blocks .................................................6-39
Lab Exercise 2: Create EGD Exchanges, etc...........................................................................6-46
Lab Exercise 3: Build A Cascade Control Loop......................................................................6-56
Lab Exercise 4: Modify the cascade Loop...............................................................................6-62
Review Questions ................................................................................................................................6-66
Review.......................................................................................................................................................6-67
7................ Ethernet Global Data (EGD).............................................................................................. 7-1
Objectives .................................................................................................................................................. 7-1
Overview .................................................................................................................................................... 7-3
EGD Configuration Server.................................................................................................................. 7-4
EGD OPC Server ...................................................................................................................................... 7-4
Class 4 Consumer Behaviour ........................................................................................................... 7-5
Dynamic Binding.................................................................................................................................... 7-5
EGD Signatures ....................................................................................................................................... 7-6
Proficy Process Systems EGD Exchange Creation ................................................................ 7-7
Manual Consumed Exchange.......................................................................................................... 7-8
Redundant EGD Network................................................................................................................... 7-8
Limitations................................................................................................................................................. 7-8
EGD Configuration Server.................................................................................................................. 7-8
EGD Exchange Properties.................................................................................................................. 7-9
Lab Exercises .........................................................................................................................................7-11
Lab Exercise 1: Launch Proficy Process Systems ...............................................................7-11
Lab Exercise 2: Launch the EGD Management Tool..........................................................7-15
Lab Exercise 3: Launch the EGD Powertool ...........................................................................7-19
Review Questions ................................................................................................................................7-25
Review.......................................................................................................................................................7-26
8................ Engineering Workstation CIMPLICITY Project Essentials ........................................... 8-1
Objectives .................................................................................................................................................. 8-1
Overview .................................................................................................................................................... 8-3
CIMPLICITY Workbench....................................................................................................................... 8-4
Workbench At A Glance...................................................................................................................... 8-5
Creating A PPS Project in CIMPLICITY ........................................................................................... 8-7
Proficy Process Systems Additions............................................................................................... 8-9
Mimic Objects ........................................................................................................................................8-10
Roles...........................................................................................................................................................8-11
Process Systems OPC Port ..............................................................................................................8-12
Configure Process Systems Roles................................................................................................8-14
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Proficy Process Systems Fundamentals

The Object Builder ...............................................................................................................................8-17
Producer Status on the EGD Server vs. CIMPLICITY.............................................................8-21
Lab Exercises .........................................................................................................................................8-28
Lab Exercise 1: Create A CIMPLICITY PPS Project ................................................................8-28
Lab Exercise 2: Using The Object Builder ................................................................................8-37
Review Questions ................................................................................................................................8-44
Review.......................................................................................................................................................8-45
9................ Engineering Workstation iFIX Project Essentials ......................................................... 9-1
Objectives .................................................................................................................................................. 9-1
Overview .................................................................................................................................................... 9-3
iFIX Project Essentials .......................................................................................................................... 9-4
Project Customization ......................................................................................................................... 9-4
The SCU ...................................................................................................................................................... 9-5
Configuration........................................................................................................................................... 9-6
Local Startup Configuration ............................................................................................................. 9-6
Path Configuration................................................................................................................................ 9-7
Security....................................................................................................................................................... 9-8
Workspace OPC Client......................................................................................................................... 9-9
Lab Exercises .........................................................................................................................................9-10
Lab Exercise 1: Create and Configure and iFIX Project ....................................................9-10
Review Questions ................................................................................................................................9-11
Review.......................................................................................................................................................9-12
10 ............. Engineering Workstation CIMPLICITY Visualization ..................................................10-1
Objectives ................................................................................................................................................10-1
Overview ..................................................................................................................................................10-3
CIMPLICITY Workbench.....................................................................................................................10-4
Classes and Objects ...........................................................................................................................10-5
ADV_PID: Object Configuration and Use ..................................................................................10-6
ADV_PID: Object Properties.............................................................................................................10-7
ADV_PID: Faceplate ............................................................................................................................10-8
CIMPLICITY CimEdit/CimView ......................................................................................................10-22
Testing Screens..................................................................................................................................10-26
Lab Exercises ......................................................................................................................................10-27
Lab Exercise 1: Create A CIMPLICITY Screen.......................................................................10-27
Review Questions .............................................................................................................................10-39
Review....................................................................................................................................................10-40
11 ............. Engineering Workstation iFIX Visualization................................................................11-1
Objectives ................................................................................................................................................11-1
Overview ..................................................................................................................................................11-3
EWS iFIX Visualization........................................................................................................................11-4
Workspace Orientation.....................................................................................................................11-5
The System Tree...................................................................................................................................11-6
Documents..............................................................................................................................................11-7
Proficy Process Systems Faceplates..........................................................................................11-8
Faceplate Configuration...................................................................................................................11-9
Faceplates at Run-time .................................................................................................................11-10
Browsing the EGD OPC Server for Ordinary Animations ...............................................11-11
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Proficy Process Systems Fundamentals

Workspace Essentials Building Displays............................................................................11-12
Lab Exercises ......................................................................................................................................11-13
Lab Exercise 1: Launch your iFIX project .............................................................................11-13
Lab Exercise 2: Build and iFIX display....................................................................................11-14
Lab Exercise 3: Continue Development ................................................................................11-24
Lab Exercise 4: Challenge Lab...................................................................................................11-25
Review Questions .............................................................................................................................11-26
Review....................................................................................................................................................11-27
12 ............. Controller and I/O Networks..........................................................................................12-1
Objectives ................................................................................................................................................12-1
Overview ..................................................................................................................................................12-3
PACSystems Controllers ...................................................................................................................12-4
Buses, Rings and Stars ......................................................................................................................12-8
Topology advantages and disadvantages .............................................................................12-9
Sample network configurations ................................................................................................12-10
Single LAN.............................................................................................................................................12-11
Redundant LAN..................................................................................................................................12-12
Fieldbus connections ......................................................................................................................12-13
High availability.................................................................................................................................12-14
Review Questions .............................................................................................................................12-17
Review....................................................................................................................................................12-18
13 ............. Controller Alarming .........................................................................................................13-1
Objectives ................................................................................................................................................13-1
Overview ..................................................................................................................................................13-3
Controller-based Alarming..............................................................................................................13-4
Adding Alarm Blocks ..........................................................................................................................13-5
Alarm_D Block.......................................................................................................................................13-6
Alarm_D Properties.............................................................................................................................13-7
Alarm_A Block .......................................................................................................................................13-8
Alarm_A Properties ..........................................................................................................................13-10
Alarms on the Operator Console...............................................................................................13-11
Alarm Handling..................................................................................................................................13-12
Lab Exercises ......................................................................................................................................13-13
Lab Exercise 1: Add Alarm Blocks to the Logic..................................................................13-13
Review Questions .............................................................................................................................13-24
Review....................................................................................................................................................13-25
14 ............. Alarm Viewing - CIMPLICITY ...........................................................................................14-1
Objectives ................................................................................................................................................14-1
Overview ..................................................................................................................................................14-3
Set up a PPS Alarm Viewer Screen ..............................................................................................14-4
Alarm Viewer Buttons........................................................................................................................14-7
Lab Exercises ......................................................................................................................................14-10
Lab Exercise 1: Add Alarm Objects to CIMPLICITY Screens ..........................................14-10
Lab Exercise 2: Screen Navigation ...........................................................................................14-22
Review Questions ..............................................................................................................................14.28
Review....................................................................................................................................................14-29

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Proficy Process Systems Fundamentals

15 ............. Alarm Viewing - iFIX.........................................................................................................15-1
Objectives ................................................................................................................................................15-1
Overview ..................................................................................................................................................15-3
Proficy Alarm Viewer..........................................................................................................................15-4
Lab Exercises .........................................................................................................................................15-7
Lab Exercise 1: Add Alarm Objects to iFIX Pictures ...........................................................15-7
Review Questions ................................................................................................................................15-8
Review.......................................................................................................................................................15-9
16 ............. Engineering Workstation Utilities.................................................................................16-1
Objectives ................................................................................................................................................16-1
Overview ..................................................................................................................................................16-3
Data Monitor ..........................................................................................................................................16-4
Data Watch List ....................................................................................................................................16-6
Variable Reports................................................................................................................................16-10
Working with Fault Tables............................................................................................................16-13
Global Search .....................................................................................................................................16-15
Lab Exercises ......................................................................................................................................16-20
Lab Exercise 1: Using the Data Monitor................................................................................16-20
Lab Exercise 2: Creating and Using Data Watch Lists...................................................16-24
Lab Exercise 3: Running Variable Reports ...........................................................................16-28
Lab Exercise 4: Viewing and Clearing Controller Faults .................................................16-32
Lab Exercise 5: Using the Search Function .........................................................................16-36
Review Questions .............................................................................................................................16-38
Review....................................................................................................................................................16-39
17 ............. Creating Reusable Code .....................................................................................................17
Objectives ................................................................................................................................................17-1
Overview ..................................................................................................................................................17-3
The Toolchest.........................................................................................................................................17-3
The Toolchest and Proficy Change Management ...............................................................17-9
User Defined Function Blocks.....................................................................................................17-11
Lab Exercises ......................................................................................................................................17-18
Lab Exercise 1: Tank Calculation Block .................................................................................17-18
Lab Exercise 2: Modified Divide Block ....................................................................................17-28
Challenge Lab: Add Totalize Block...........................................................................................17-34
Review Questions .............................................................................................................................17-36
Review....................................................................................................................................................17-37
18 ............. PPS System Server - Historian .......................................................................................18-1
Objectives ................................................................................................................................................18-1
Overview ..................................................................................................................................................18-3
Collectors .................................................................................................................................................18-4
Lab Exercise: Explore the Historian Administrator .............................................................18-5
Review....................................................................................................................................................18-15
19 ............... PPS System Server Change Management ................................................................19-1
Objectives ................................................................................................................................................19-1
Overview ..................................................................................................................................................19-3
How a Proficy Change Management Server System is Organized.............................19-4
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How Proficy Change Management uses Microsoft Visual Source Safe....................19-5
Proficy Change Management Server Configuration Utility.............................................19-6
Configuring the Audit Trail Database.........................................................................................19-7
Editing A Project on A Change Management Server ..........................................................19-9
Proficy Change Management Server Console....................................................................19-10
Logging on to A Change Management System.................................................................19-16
Working Disconnected From The Change Management System.............................19-17
Adding A Project to A Change management Server........................................................19-18
Creating or Adding A Project While Disconnected from the Server .........................19-19
How Change Management Handles Version Control .....................................................19-21
Project History Reports ..................................................................................................................19-22
Lab Exercises ......................................................................................................................................19-24
Lab Exercise 1: Adding A Logic Developer Project to The PCM Server ....................19-24
Lab Exercise 2: Adding A CIMPLICITY Project to The PCM Server...............................19-31
Lab Exercise 3: Adding An iFix Project to The PCM Server ........................................... 19-46
Review....................................................................................................................................................19-47
20 ............... Exploring the Demo Project ...........................................................................................20-1
Objectives ................................................................................................................................................20-1
Overview ..................................................................................................................................................20-3
PPS Operator Console........................................................................................................................20-3
Lab Exercises .........................................................................................................................................20-4
Lab Exercise 1: Explore the Demo Project Logic..................................................................20-4
Lab Exercise 2: Explore the Demo Project Graphics .......................................................20-11
Review ..................................................................................................................................................20-22

Appendix A...... Glossary...............................................................................................................................A-1

Appendix B...... Answers to Review Questions .........................................................................................B-1
Appendix C...... Installation and Licensing ................................................................................................C-1
Appendix D...... PPS Function Blocks...........................................................................................................D-1
Appendix E ...... Batch Server Basics ........................................................................................................... E-1
Course Evaluation

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Proficy Process Systems Fundamentals

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