User Manual
SMP Gateway
Copyright Cooper Power Systems © 2008, hardware, software and manual The information in this document is subject to change without notice.
Cooper Power Systems
Energy Automation Solutions
730 Commerciale St. Suite 200 Saint-Jean-Chrysostome (Quebec) Canada G6Z 2C5 Phone: +1.418.834.0009 Fax: +1.514.227.5256 Email: [email protected] Web Site: http://www.cybectec.com
Contents
1
Welcome
1
1.1 SMP Gateway Models ... 1
1.2 Related Documentation ... 2
1.3 Getting Assistance with Cybectec Products ... 3
1.4 Getting Started ... 3
1.5 Document Overview ... 4
2
Principles of Operation
7
2.1 Logical Architecture ... 72.1.1 Masters and Slaves ... 7
2.1.2 Introducing the SMP Gateway in the Automation System ... 8
2.1.3 SMP Gateway Internals ... 9
2.1.4 Communications Components ... 9
2.2 Configuring the SMP Gateway ... 10
2.2.1 The Transparent SMP Gateway ... 11
2.2.2 Using the SMP Gateway as a Protocol Translator ... 13
2.2.3 Using the SMP Gateway as a Data Concentrator or Device Multiplexer ... 14
2.2.4 Using the SMP Gateway as a Communications Processor ... 15
2.2.5 Putting it all Together ... 16
2.2.6 Securing the Substation ... 17
3
SMP Tools Overview
19
4
SMP Manager
21
4.1 Starting SMP Manager and Logging On ... 214.2 Main Window ... 22
4.3 Adding an SMP Gateway ... 22
4.5.2 Changing the Position of a Column ... 25
5
Configuring the SMP Gateway
27
5.1 Creating Master Protocol Instances ... 285.1.1 Creating a Master Protocol Instance from a Template ... 29
5.1.2 Creating a Master Protocol Instance Manually ... 30
5.1.3 Configuring the Master Protocol General Settings... 30
5.2 Configuring the Data Points ... 31
5.2.1 Adding Data Points from a Protocol Template ... 33
5.3 Creating a Template from a Master Protocol Instance ... 33
5.4 Duplicating a Master Protocol Instance ... 34
5.5 Configuring the Communications Links ... 34
5.5.1 Configuring the Serial Port Interfaces ... 34
5.5.2 Configuring the Operation of the Serial Ports ... 36
5.5.3 Configuring TCP/IP Master Connections ... 37
5.6 Associating a Master Protocol Instance with a Communications Link ... 37
5.7 Testing the Configuration ... 38
5.7.1 Validating and Saving the Configuration ... 38
5.7.2 Sending the Configuration to the SMP Gateway ... 39
5.7.3 Retrieving an SMP Gateway Configuration File ... 40
5.8 Working with SMP Config ... 40
5.8.1 Selecting Cells and Lines ... 40
5.8.2 Duplicating a Line ... 41
5.8.3 Copying a Value to a Group of Cells ... 41
5.8.4 Resequencing a Group of Lines ... 42
5.8.5 Deleting an Item ... 43
5.8.6 Using Tooltips ... 44
5.8.7 Searching and Replacing Points in a Configuration ... 44
6
Viewing the SMP Log Files
47
6.1 Information Provided by SMP Log ... 476.2 SMP Log Features ... 48
6.2.1 Searching in SMP Log ... 48
6.2.2 Printing a Log ... 48
6.2.3 Saving a Log File ... 48
6.2.4 Viewing Multiple Log Folders at Once ... 49
7
Viewing Protocol Exchanges in Real Time
51
7.1 Information Provided by SMP Trace ... 51
7.2 SMP Trace Features ... 52
7.2.1 Searching in SMP Trace ... 52
7.2.2 Printing Traces ... 53
7.2.3 Recording Live Traces ... 53
7.2.4 Saving all the Scrolled Information ... 54
7.2.5 Changing How Time Information is Displayed ... 54
8
Viewing Communications Statistics in Real Time
55
8.1 Information Provided by SMP Stats ... 568.2 SMP Stats Features ... 56
8.2.1 Resetting Statistics ... 56
8.2.2 Printing Statistics ... 57
8.2.3 Changing How Time Information is Displayed ... 57
9
Using a Web Browser to View Data in Real Time
59
9.1 Connecting to the SMP Gateway’s Website ... 599.2 Navigating Through the SMP Gateway’s Website ... 59
9.3 Applying a Filter to a Data Point Display ... 60
9.4 Acknowledging Data Point Value Changes ... 61
10
Connecting the SMP Gateway to a Control Center
63
10.1 Creating Slave Protocol Instances ... 6310.2 Configuring Slave Protocol Instances ... 63
10.3 Subscribing to the Master Data Points ... 64
10.4 Configuring the Data Points ... 66
10.5 Configuring the Communications Links ... 66
10.5.1 Setting up a TCP/IP Slave Connection ... 66
10.6 Associating a Slave Protocol Instance with a Communications Link ... 66
10.7 Validating and Activating the Configuration ... 67
10.8 Testing the Configuration ... 67
11
Using the Web Server’s Commissioning Tool
69
11.1 Configuring an SMP Gateway for Commissioning ... 6911.3.1 The Commissioning Tab ... 72
11.3.2 Forcing an Input Point ... 73
11.3.3 Un-Forcing an Input Point ... 73
11.3.4 Performing a Control Operation ... 74
11.3.5 Closing the Commissioning Session ... 75
11.4 Deactivating the Commissioning Feature ... 75
12
Interconnecting SMP Gateways
77
12.1 Configuring the Slave SMP Gateway ... 7812.2 Configuring the Master SMP Gateway ... 81
12.2.1 Updating the Interconnections Master’s Data Point List ... 83
12.3 Verifying the Interconnection Between the SMP Gateways ... 84
13
Security
85
13.1 Meeting NERC CIP Requirements ... 8513.2 Substation Network Security Considerations ... 86
13.2.1 Setting Up a Secure Substation LAN ... 86
13.2.2 Using SMP Tools through a Substation LAN Firewall ... 87
13.3 Extending the SMP Gateway Security Model ... 89
13.4 Managing the Security Database of One or More SMP Gateways ... 89
13.4.1 Getting Started ... 89
13.4.2 Accessing the Login Information Dialog Box ... 90
13.4.3 Displaying an Appropriate Use Banner at Login ... 90
13.4.4 Defining your Authentication Policy ... 91
13.4.5 Groups and Privileges ... 94
13.4.6 Editing User Groups and Privileges ... 94
13.4.7 Managing User Groups and Privileges ... 96
13.4.8 Validating and Saving the Security Database ... 97
13.4.9 Sending the Security Database to One or More SMP Gateways ... 98
13.4.10 Retrieving the Security Database of an SMP Gateway ... 99
13.4.11 Removing the Security Database from One or More SMP Gateways ... 100
13.4.12 Unlocking a User Account ... 100
13.4.13 Viewing the Security Log ... 101
13.5 File certification and integrity checking ... 102
13.5.1 Detecting an integrity check failure ... 102
13.5.2 Recovering from an integrity failure ... 102
13.6.1 Manually Setting Up a VPN Connection ... 103
13.7 Configuring the Firewall ... 104
13.7.1 Creating the Firewall in SMP Config ... 104
13.7.2 Setting General Parameters ... 105
13.7.3 Setting Firewall Rules ... 105
13.8 Locking Incoming RAS and Passthrough Connections ... 106
13.8.1 Locking or Unlocking All Incoming RAS Dialup Connections ... 107
13.8.2 Locking or Unlocking a Passthrough Connection ... 108
14
Using Passthrough Connections
109
14.1 Principles of Operation ... 10914.2 Setting up Passthrough Connections ... 111
14.2.1 Defining SMP Gateway Passthrough Settings ... 111
14.2.2 Installing a Loopback Cable, if Necessary ... 112
14.2.3 Setting Up a List of Applications and Loopback Connections ... 113
14.3 Connecting to the Device ... 116
14.4 Testing the Passthrough Connection ... 116
14.5 Deactivating the Passthrough Connection ... 116
14.6 Using the Trace of Passthrough Connection Events ... 117
14.7 Changing How Time Information is Displayed in SMP Connect ... 118
15
Retrieving Event Files From Devices
119
15.1 Defining System Folders ... 11915.2 Configuring Master Protocols for Event File Retrieval ... 121
15.3 Retrieving files from another SMP Gateway ... 122
16
Using the Annunciator Interface
125
16.1 Activating the Annunciator Option ... 12716.2 Setting Up the Annunciator ... 128
16.2.1 Configuring Alarm Inputs ... 129
16.2.2 Setting Up the Alarms Page ... 131
16.2.3 Setting Up the Blocked Page ... 134
16.2.4 Setting Up the History Page ... 135
16.2.5 Setting Up the System State Page ... 137
16.2.6 Creating a User-Defined Readings Page ... 140
16.2.9 Changing How Time Information is Displayed ... 148
16.2.10 Setting Up an Alarm Buzzer ... 149
16.2.11 Temporarily Deactivating the Annunciator ... 149
16.3 Setting Up the Touch Screen ... 149
16.3.1 Connecting the Touch Screen to the SMP Gateway... 149
16.3.2 Setting Up a Screen Saver using SMP Config ... 150
16.4 Uploading the Configuration to the SMP Gateway ... 150
16.5 Calibrating the Touch Screen ... 151
16.6 Using the SMP Gateway’s Annunciator ... 151
16.6.1 Navigating Through the Different Pages ... 151
16.6.2 Managing Alarms ... 152
16.6.3 Blocking Alarm Inputs ... 154
16.6.4 Using the Single Alarm Display ... 155
16.6.5 Using the History Log ... 155
16.6.6 Monitoring System Status ... 157
16.6.7 Performing Control Operations From a Readings Page ... 159
16.6.8 Using the Screen Saver ... 160
17
The SMP Gateway’s Automation Functions
163
17.1 The SMP Gateway Automation Functions Module ... 16317.1.1 Adding an Automation Functions Instance ... 164
17.1.2 Defining an Automation Function ... 165
17.1.3 Understanding Automation Functions Settings ... 168
17.1.4 Using the Logic Processor... 168
17.2 The Soft PLC ... 176
17.2.1 The CoDeSys Development Environment ... 176
17.2.2 Using CoDeSys to Create SMP Gateway Automation Scripts ... 177
18
Using Syslog with an SMP Gateway
178
18.1 Setting Up Syslog ... 17819
Redundancy
181
19.1 Redundant Group Operation ... 18119.1.1 Redundant IEDs ... 182
19.1.2 Giving Priority to an SMP Gateway of the Group ... 182
19.2 Grouping 2 SMP Gateways for Redundancy ... 183
19.2.2 SMP Manager’s Redundancy Column ... 187
19.3 Managing Redundancy ... 188
19.3.1 Forcing an Active SMP Gateway to Fall On Standby ... 188
19.3.2 Additional Failover Conditions ... 189
19.3.3 Modifying the Redundancy Settings of an Existing Group ... 189
19.3.4 Ungrouping SMP Gateways ... 189
19.3.5 Testing and Validating the Configuration ... 189
19.3.6 Monitoring Redundancy Status ... 190
19.3.7 Testing a Redundant Network ... 190
19.4 Hot Standby ... 191
19.5 Teaming NICs for Network Fault Tolerance (SMP 16 Only) ... 192
20
Setting Up the SNMP Server
193
20.1 SNMP Traps ... 19320.2 Configuring the SNMP Server ... 193
21
Time Adjustment
195
21.1 Monitoring Time Information ... 19521.2 Setting SMP Gateway’s Internal Clock ... 195
21.3 Automatic Clock Adjustment ... 196
21.3.1 About GPS, IRIG-B and SNTP ... 197
21.3.2 Configuring the SMP 16 GPS Clock Option ... 198
21.3.3 Using IRIG-B for Internal Clock’s Adjustment ... 198
21.3.4 Setting Up the SMP Gateway as an SNTP Client ... 199
21.3.5 Using a SCADA Protocol’s Time Adjustment Feature ... 200
21.4 Using the SMP Gateway as a Time Source ... 200
21.4.1 Configuring IRIG-B Time Distribution ... 201
21.4.2 Setting Up the SMP Gateway to Act as an SNTP Server ... 201
21.4.3 Adjusting Devices Clocks Using Master Protocols ... 202
22
SMP Tools Remote Access to the SMP Gateway
203
22.1 Windows XP Setup Procedures ... 20322.1.1 Setting Up a Dial-Up (Modem) Connection ... 203
22.1.2 Setting Up a Direct Serial Connection ... 206
22.2 Windows 2000 Setup Procedures ... 208
23
Using a Dial-Up Connection for DNP3 or IEC 60870-5-101
215
23.1 Specifying which serial ports have modems ... 216
23.2 Creating a modem pool ... 216
23.3 Adding a modem to a modem pool ... 217
23.4 Adding a modem pool master connection ... 219
23.5 Adding a modem pool slave connection ... 219
24
Updating SMP Gateway’s Software and Tools
221
24.1 Software Architecture of the SMP Gateway ... 22124.2 Updating the SMP Tools on the PC ... 222
24.3 Updating the SMP Gateway Software ... 222
24.3.1 Updating the SMP Gateway Firmware ... 222
24.3.2 Updating the SMP Gateway Application ... 224
24.3.3 Updating the Configuration File ... 225
25
Activating a New License
226
25.1 Updating your License Information ... 22626
Miscellaneous SMP Tool Features
229
26.1 SMP Manager Features ... 22926.1.1 Modifying SMP Manager’s Settings ... 229
26.2 SMP Config Features ... 230
26.3 System Data Points ... 231
26.4 SMP Loader ... 234
26.4.1 Setting Up SMP Loader ... 235
26.4.2 Main Window ... 236
26.4.3 Transferring Files to the SMP Gateway ... 237
26.4.4 Log File 239 26.4.5 Updating Bootstraps Under Unusual Circumstances ... 239
27
Telnet-Based Functions
241
27.1 Starting a Telnet Session ... 24127.2 Firewall Manager ... 241
27.2.1 R Command ... 242
27.2.2 S Command ... 242
27.2.3 H Command ... 242
27.3 Time and Date ... 243
27.4 Clock Manager ... 243
27.4.1 D Command ... 244
27.4.2 H Command ... 244
27.4.3 Q Command ... 244
27.5 Elo Touchscreen Driver Manager ... 244
28
Troubleshooting
247
28.1.1 Getting Additional Help ... 24728.1.2 Creating an SMP Gateway Report File ... 248
28.1.3 Viewing an SMP Gateway Report File ... 249
28.2 Startup Problems ... 249
28.2.1 No Configuration File ... 249
28.2.2 Protocols Failed ... 250
28.2.3 Critical Components Missing ... 251
28.3 Communications Problems ... 251
28.3.1 Physical Layer ... 252
28.3.2 Link Layer ... 252
28.3.3 Protocol Layer ... 252
28.4 Problems with Data Validity ... 253
28.5 Problems Executing a Control Operation ... 253
Figures
Figure 1 Master and slave systems ... 8
Figure 2 The SMP Gateway as a Master-and-slave system ... 8
Figure 3 The SMP Gateway real-time data exchange ... 9
Figure 4 SMP Gateway communications components ... 10
Figure 5 The transparent SMP Gateway ... 12
Figure 6 Additional SMP Gateway functions ... 13
Figure 7 The SMP Gateway protocol translator ... 14
Figure 8 The SMP Gateway data concentrator ... 15
Figure 9 The SMP Gateway as a communications processor ... 16
Figure 10 The substation SMP Gateway ... 17
Figure 11 The SMP Gateway with a firewall ... 18
1
Welcome
Congratulations on acquiring your new SMP Gateway! You now have unlimited connectivity for all the equipment in your substation.
In this manual, we will show you how to use the SMP Gateway to integrate existing and new RTUs, IEDs, PLCs and control centers into a single modern, homogeneous substation automation system.
You will learn how to set up your SMP Gateway as a:
Protocol Translator – The SMP Gateway translates standard or proprietary device protocols
to control center protocols such as DNP3, TEJAS, IEC-60870-5-101/103/104 or IEC-61850 (UCA 2.0).
Data Concentrator – The SMP Gateway collects the data from all connected devices,
regardless of protocol, and makes it available to control centers using LAN, WAN, modem or serial connections.
Terminal Server – The SMP Gateway supports centralized maintenance, monitoring and
control of all devices by using the passthrough communications mode.
Substation Communications Gateway – The advanced capabilities of the SMP Gateway
make it the ideal choice for any substation automation project.
1.1
SMP Gateway Models
There are currently 3 SMP Gateway models:
The SMP 4 has 4 ports. It comes in a compact and economical format that allows it to be installed directly within relay protection enclosures. There is also an optional internal modem available, which allows the SMP 4 to communicate with a SCADA or device via a dialup connection.
The SMP 16, which can be mounted in a 19-inch rack, comes in two versions, both of which have the same basic characteristics:
The SMP 16/SG has, in addition, expansion slots where accessories and options can be added to make it an ideal communications gateway for all your automation projects.
Both versions can also be equipped with the PM option, a new 1.1 GHz Pentium-M processor that improves the gateway's speed tenfold. This is ideal for high-capacity application or complex automation schemes.
The manual applies to all models, and differences are indicated where applicable. Refer to your SMP Gateway installation guide for a detailed description of your particular SMP Gateway model.
1.2
Related Documentation
This manual provides you with the basic information you need to get started with your
SMP Gateway. To reduce paper use, we have included the following related documentation on the CD-ROM you received with the product. Should you want printed documents, you can order them from Cooper Power Systems using reference number P-DPRN-0102.
Your Documentation folder contains the following related documents:
SMP 4-20 SMP 8-40 Installation Guide, GUI-00316-00027 T.
This document gives you detailed instructions on installing and setting up the SMP 4-20 or SMP 8-40.
SMP 4 Installation Guide, GUI-00316-00026 T.
This document gives you detailed instructions on installing and setting up the SMP 4.
SMP 16 Installation Guide, GUI-00316-00032 T.
This document gives you detailed instructions on installing and setting up the SMP 16/CP or the SMP 16/SG.
SIOM Adding Serial Ports to Your SMP, AUT-00123-00432 T.
This document describes how to add serial ports to an SMP 4-20 or SMP 8-40.
SMP 16 GPS Clock Option Installation Guide AUT-00316-0047-T.
This document describes how to install the wiring and setup the software if you have the GPS clock option for the SMP 16.
Master Protocol Common Concepts.
This document describes the concepts and settings common to the protocols used by most substation devices. Separate documents describe the protocol-specific settings.
SMP 4 Diagnostics Reference Guide, GUI-00316-00040 T.
This document takes you through the steps required to run diagnostic tests on the SMP 4.
SMP 16 Diagnostics Reference Guide, GUI-00316-00036 T.
This document takes you through the steps required to run diagnostic tests on the SMP 16.
SMP 4-20 SMP 8-40 Diagnostics Reference Guide, GUI-00316-00024 T.
This document takes you through the steps required to run diagnostic tests on the SMP 4-20 or SMP 8-40.
1.3
Getting Assistance with Cybectec Products
If you have any questions regarding the performance, application, testing or repair of this or any other component of the Cybectec product line, do not hesitate to contact us. Our staff will be happy to assist you.
Cybectec Technical Support Cooper Power Systems Energy Automation Solutions 730 Commerciale Street, Suite 200 Saint-Jean-Chrysostome, Quebec Canada G6Z 2C5
Email: [email protected] Phone: +1.418.834.0009 Fax: +1.514.227.5256
You can reach us between 8 a.m. and 5 p.m. EST. For emergency service on weekends and holidays, simply leave your name and phone number on our pager at +1.418.260.6000. We will get back to you as soon as possible.
1.4
Getting Started
When you receive your SMP Gateway, you have to go through several steps before you can perform the tasks described in this document. Namely, you have to do the following:
Unpack the SMP Gateway.
Install the SMP Gateway.
Set-up the SMP Gateway.
Install the PC software.
Make the SMP Tools aware of your new SMP Gateway.
Load the SMP Gateway firmware.
All of these steps are explained in detail in the following documents:
SMP 4-20 SMP 8-40 Installation Guide, GUI-00316-00027 T
SMP 4 Installation Guide, GUI-00316-00026 T.
SMP 16 Installation Guide, GUI-00316-00032 T.
1.5
Document Overview
Once you have performed all the steps explained in your SMP Gateway installation guide, you are ready to perform the following tasks, as described in this user manual:
Configure your SMP Gateway so that it can communicate with your devices:
Define the hardware.
Configure the master protocol instances that will communicate with your substation devices.
Configure the data points.
Set-up the communications links between the SMP Gateway and the substation devices.
Associate master protocol instances with communications links.
Validate, activate and test your configuration.
View the following information in real time:
The SMP Gateway log files.
Protocol exchanges.
Communications statistics.
Data points, using a Web browser.
Configure your SMP Gateway so that it can communicate with one or more control centers:
Configure a slave protocol instance for each control center.
Have each control center subscribe to the data points.
Associate slave protocol instances with communications links.
You will also become familiar with the following SMP Gateway features:
Security.
Passthrough connections.
DFR and event file processing.
Automation functions.
Annunciator..
Redundancy.
SNMP exporting.
Time synchronization.
SMP Gateway access through a direct or dial-up connection.
SMP Gateway access through a dial-up connection for DNP3 and IEC 60870-5-101 protocols.
You will also learn how to update the SMP Gateway software and tools, and to troubleshoot any problems you may encounter with your SMP Gateway.
2
Principles of Operation
Electrical power utilities face a number of challenges when attempting to automate their substations. They have legacy devices that they want to continue using. They want to integrate new devices. They may want to add one or more control centers. They may want to use a local HMI in order to keep a close watch on all events that occur in the substation.
There are a number of problems to contend with: connectivity, protocol incompatibilities, interoperability problems, security considerations, logistics for migration, downtime, and not the least of which, total project cost.
The SMP Gateway has been specifically designed to address all these issues. It is the ideal product to ensure a smooth, safe and cost-effective approach to substation modernization. Indeed, you can use a step-by-step approach. You decide which steps to take, in which order, and when.
2.1
Logical Architecture
The SMP Gateway is designed to meet all the requirements for power substation automation. It has an open architecture that allows you to easily add new protocols, devices, local area networks, wide area networks, and control centers.
In this section, we will describe the logical architecture of the SMP Gateway and we will see how it implements all the functions required of a substation gateway.
2.1.1
Masters and Slaves
A typical automation system consists of a SCADA system, located in a control center, which is connected to devices located in the substation. The SCADA regularly polls the devices in order to retrieve device readings and statuses. The operator uses the SCADA system to perform control functions on selected devices.
Since it is the control system that initiates data acquisition and control, it is considered to be the
master system. Since the substation device responds to data acquisition and control requests, it is
SCADA
DEVICE
MASTER
SLAVE
Figure 1 Master and slave systems
2.1.2
Introducing the SMP Gateway in the Automation System
When an SMP Gateway is introduced in the automation system, it has to act as both a slave and a master. The SCADA system interrogates the gateway as if it were a substation device. The gateway is thus a slave to the SCADA. However, since the gateway is connected to the substation devices, it must also be able to perform the functions of a master, such as polling for data and sending control requests.
SCADA DEVICE MASTER SLAVE MASTER SLAVE
2.1.3
SMP Gateway Internals
The SMP Gateway's internal architecture is based on a series of software components called
protocol components. Slave protocol components implement all the functions necessary to
process requests received from a SCADA or control center. Master protocol components implement the functions necessary to poll devices and send control requests. Cooper Power Systems provides components for most standard protocols, such as DNP3, MODBUS, IEC-60870-5-101/103/104 and IEC 61850, as well as a large number of proprietary protocols such as SEL, ABB TEN BYTE, Motorola MDAC, and more.
The master protocol component polls the device and stores the data that it retrieves in an internal database, called the Real-Time Data Exchange (RTDX). The RTDX is much more than a simple data store. Besides storing the current value of all the device data points, it also stores the different types of information than can be provided by a substation device, such as the quality and
timestamp of the data. It also stores information such as device tags used for control functions.
REAL-TIME DATA EXCHANGE SLAVE PROTOCOL MASTER PROTOCOL SCADA DEVICE
Figure 3 The SMP Gateway real-time data exchange
2.1.4
Communications Components
SMP Gateway communications components implement all the functions required to communicate with a device or control center using a variety of communications technologies. Cooper Power Systems provides communications components for asynchronous serial ports, RS-232, RS-422, RS-485, TCP/IP and modems.
REAL-TIME DATA EXCHANGE SLAVE PROTOCOL COMPONENT MASTER PROTOCOL COMPONENT SLAVE COMMUNICATION COMPONENT MASTER COMMUNICATION COMPONENT SCADA DEVICE
Figure 4 SMP Gateway communications components
2.2
Configuring the SMP Gateway
The SMP Gateway configuration process consists of establishing the relationships among the internal components, and providing the specific settings for each of these components. This task is
greatly simplified by Cybectec SMP Tools family of software programs. These Windows-based programs help you configure your SMP Gateway and identify and correct any problems.
The configuration process consists of the following steps:
Identifying the SMP Gateway model and the installed options.
Creating a master protocol component for each device that is connected to the SMP Gateway.
Defining all the data points in the device.
Defining the communications link to be used to connect the device to the SMP Gateway.
Creating a slave protocol component for each SCADA or control center.
Defining the data points that the SMP Gateway will report to the SCADA.
Defining the communications link to be used to connect to the SCADA.
Adding a firewall and optionally a security server that supports corporate network users. Thus, the configuration settings define the functions that the SMP Gateway performs. These settings are stored in a file that you load onto the gateway. The flexibility of the SMP Gateway architecture is the basis of Cooper Power Systems’ step-by-step substation modernization strategy.
In the following sections, we will show you how you can configure the SMP Gateway to perform all the functions required of a substation gateway.
2.2.1
The Transparent SMP Gateway
As a first step in a substation automation project, you can easily set up the SMP Gateway to act as a transparent interface between the SCADA and a substation device. The following diagram illustrates how you can do this using the MODBUS protocol.
REAL-TIME DATA EXCHANGE MODBUS SLAVE MODBUS MASTER RS-232 CONNECTION RS-232 CONNECTION SCADA DEVICE
Figure 5 The transparent SMP Gateway
In this configuration, the master component polls the device and stores the values in the RTDX. The slave component processes the SCADA polling requests and sends the values provided by the device.
There is not much use for a transparent gateway. However, it contains much more than the components that we described previously. Simply by adding the SMP Gateway to the substation, you now have access to the following advanced functions:
Centralized automation functions, using the built-in Automation functions or the IEC 61131-3 Soft PLC logic processor.
Real-time data display, using the built-in web server.
Transparent access to devices, using the passthrough server, for local or remote IED maintenance.
SNMP support to monitor communications status.
Sophisticated HMI, interactive diagrams, data logging and reporting, using Cooper Power Systems’ Visual Substation software.
Sophisticated Windows tools for remote or local maintenance.
A sophisticated security server to support corporate network users.
Even more important, the transparent SMP Gateway is the first step in integrating new substation devices to your existing SCADA and automation system.
REAL-TIME DATA EXCHANGE MODBUS SLAVE MODBUS MASTER RS-232 CONNECTION RS-232 CONNECTION WEB SERVER IEC 1131 SOFT PLC PASSTHRU VISUAL SUBSTATION SNMP SCADA INTERNET EXPLORER VISUAL SUBSTATION HMI DEVICE
STATS LOGS TRACES
MAINTENANCE TOOLS
Figure 6 Additional SMP Gateway functions
2.2.2
Using the SMP Gateway as a Protocol Translator
As we saw in the last section, the SMP Gateway is transparent when the master and slave protocols are the same. When you configure different master and slave protocols, the SMP Gateway becomes a protocol translator.
Since you can independently configure the communications links for the master and slave components, you can easily use the SMP Gateway to integrate legacy serial devices in a modern
REAL-TIME DATA EXCHANGE DNP3 SLAVE MODBUS MASTER TCP/IP CONNECTION RS-232 CONNECTION SCADA DEVICE
Figure 7 The SMP Gateway protocol translator
2.2.3
Using the SMP Gateway as a Data Concentrator or Device
Multiplexer
The SMP Gateway architecture is designed to simultaneously support any number of master components. Each component has its own communications link and its own protocol. All the data retrieved from the devices is stored in the RTDX, where it becomes available to the SCADA. Using the SMP Gateway as a data concentrator is a simple matter of configuration, and it provides a highly efficient means of adding new devices to an existing automation system. The SCADA system has no knowledge of the new devices; it only sees new data points.
REAL-TIME DATA EXCHANGE DNP3 SLAVE MODBUS MASTER TCP/IP CONNECTION RS-232 CONNECTION SEL MASTER RS-232 CONNECTION SCADA DEVICE DEVICE
Figure 8 The SMP Gateway data concentrator
2.2.4
Using the SMP Gateway as a Communications Processor
The SMP Gateway architecture supports any number of slave components. Each component has its own communications link, and all the device data can be sent to any number of SCADA and control centers, each with its own protocol. Using the SMP Gateway, sending data to a new control center is a simple matter of configuration.
REAL-TIME DATA EXCHANGE MODBUS SLAVE MODBUS MASTER RS-232 CONNECTION RS-232 CONNECTION DNP3 SLAVE TCP/IP CONNECTION SCADA MAINTENANCECENTER
DEVICE
Figure 9 The SMP Gateway as a communications processor
2.2.5
Putting it all Together
The SMP Gateway’s sophisticated architecture allows it to integrate existing and new RTUs, IEDs, PLCs and control centers into a single homogeneous substation automation system. It provides you with a complete solution for automating new substations and modernizing legacy systems.
REAL-TIME DATA EXCHANGE MODBUS SLAVE MODBUS MASTER RS-232 CONNECTION RS-232 CONNECTION WEB SERVER IEC 1131 SOFT PLC PASSTHRU VISUAL SUBSTATION SNMP SCADA INTERNET EXPLORER VISUAL SUBSTATION HMI DEVICE DNP3 SLAVE SEL MASTER TCP/IP CONNECTION RS-232 CONNECTION SCADA DEVICE
STATS LOGS TRACES
MAINTENANCE TOOLS
LOCAL HMI TOUCH SCREEN
Figure 10 The substation SMP Gateway
2.2.6
Securing the Substation
Widespread data access within the SMP Gateway can become an important security risk if it is compromised, but it can also become a security asset. This is why SMP Gateways are ready for NERC CIP-002-1 to CIP-009-1 Cyber Security Standards. The gateway provides a single point of access to all substation data. The security features of the SMP Gateway allow you to protect the substation devices (see Figure 11).
If you activate the security features within your substation SMP Gateway, you will be able to:
comply with authentication and authorization policies;
set up a firewall to protect from substation LAN security breaches;
monitor and lock out remote connections.
REAL-TIME DATA EXCHANGE MODBUS SLAVE MODBUS MASTER RS-232 CONNECTION RS-232 CONNECTION HARD-WIRE CONNECTION HARD-WIRE CONNECTION WEB SERVER IEC 1131 SOFT PLC PASSTHRU VISUAL SUBSTATION SNMP SCADA INTERNET EXPLORER VISUAL SUBSTATION HMI DEVICE DNP3 SLAVE SEL MASTER TCP/IP CONNECTION RS-232 CONNECTION SCADA DEVICE HARD-WIRE CONNECTION
STATS LOGS TRACES
MAINTENANCE TOOLS FIREWALL PROTECTION
SPECIFIC IP ADDRESS OPEN PORT
VPN VPN
VPN
Figure 11 The SMP Gateway with a firewall
In the following chapters, we will learn how to configure the SMP Gateway to perform these functions.
3
SMP Tools Overview
To assist you with the tasks you will want to perform with the SMP Gateway s in your organization, we have provided you with our suite of SMP Tools.
The SMP Tools are Microsoft Windows-based programs that make it easy for you to configure the SMP Gateway and perform maintenance functions. They run on a PC, are simple to use, and provide advanced features that allow you to rapidly configure all the devices and communications links in your substation. They can be used locally or remotely through a LAN, WAN or VPN. When security is activated, users must log in before they can use any function.
The Cybectec SMP Tools include the following applications:
SMP Manager
Manages all the SMP Gateways in your organization. It displays the state of each gateway, manages their configuration files and local security database, allows you to group two gateways together to achieve redundancy, and is used to invoke the configuration and maintenance tools for any gateway to which it is connected. From SMP Manager, you can also start Internet Explorer to view the data points, logs and traces in real time, and you can start a Telnet session in order to set-up certain advanced features such as dial-up access or IRIG-B signal output type.
SMP Config
Used to configure the SMP Gateway. It has a spreadsheet-like grid that you use to specify the devices and control centers connected to the gateway, their protocols, their communications links and their data points. Advanced editing functions make it easy for you to enter the data points. Template editing allows you to pre-define standard devices with standard data points, thereby reducing labor intensity and the possibility of errors.
61850 Config
Used to configure the IEC 61850 and UCA 2.0 protocols on the SMP Gateway.
SMP Log
Used to browse through and manage the log files maintained by the SMP Gateway. All significant events are logged, including local and remote control events, system failures, special protocol events, and so on.
SMP Stats
Used to browse through and manage a large variety of dynamically updated statistics, ranging from full communications statistics for each link to the processor load for each protocol
SMP Trace
Used to browse through the real-time traces generated by the SMP Gateway. SMP Trace can display detailed traces of all protocol and communications link activity. Traces are displayed in both hexadecimal and application protocol format. The tracing functions are similar to those usually provided by protocol analyzers, with the notable exception that they can be used remotely at any time on any SMP Gateway and that they decode information at the
application level. As such, they constitute an excellent commissioning or debugging tool.
SMP Connect
Used to establish passthrough connections with any IED connected to an SMP Gateway, for the purpose of doing remote configuration and maintenance of IEDs using manufacturer-provided software.
SMP Loader
Used with the SMP 4-20 and SMP 8-40 to load new versions of most of the SMP Gateway firmware components, and with the SMP 4, SMP 16/CP and SMP 16/SG, to load the secondary bootstrap program. Refer to Appendix A and to your SMP Gateway installation guide for details on using SMP Loader.
Event Translator.
Used to convert Cybectec event files to the COMTRADE format.
The next chapter will discuss how to create a list of SMP Gateways with SMP Manager, and will then explain how to do a complete configuration of your SMP Gateway using SMP Config.
4
SMP Manager
SMP Manager is the doorway to your SMP Gateways. It runs on your PC, as do all the tools you
launch through SMP Manager. You are already familiar with the application, since you added your new gateway to the list of SMP Gateways managed by SMP Manager when you installed your SMP Gateway. This section goes over a few of the points that were covered in your SMP Gateway installation guide, and provides additional information.
4.1
Starting SMP Manager and Logging On
To start SMP Manager:
On the Windows taskbar, click Start.
Point to Programs, then Cybectec, and then SMP Tools.
In the SMP Tools menu, click SMP Manager.
The SMP Manager main screen appears, followed by the Login Information dialog box.
If security has already been configured, enter valid credentials.
4.2
Main Window
The following figure shows a typical SMP Manager window.
As illustrated, the main window displays information such as:
The list of SMP Gateways and the tools that are currently running for each gateway in the list.
The current status of each SMP Gateway in the list (started, failed, safe mode, max safe mode, on standby, and various intermediate states).
The SMP Gateway model: SMP 4-20, SMP 8-40, SMP 4, SMP 16/CP or SMP 16/SG.
The IP address and redundancy status of any SMP Gateways you have grouped together for the purpose of redundancy. This information is available only if your license supports redundancy. This column is not available by default.
Whether the SMP Gateway's built-in firewall is active and whether VPN is connected or disconnected.
This information is available only if your version of the SMP Gateway software supports the SMP Gateway’s security features. The firewall information is not available by default
You can choose which columns you want to display and their order of appearance, with a right click on the column header.
4.3
Adding an SMP Gateway
Creating a list of the SMP Gateways you want to monitor is easy. Proceed as follows for each gateway you want to add to the list:
From SMP Manager’s File menu, click Add SMP Gateway to add your SMP Gateway to the list.
Type the name by which you want to identify your SMP Gateway in Gateway Name. The
Configuration file is the file that will be opened by default in SMP Config. If you change its
name afterwards through the File menu, you must come back to this dialog box and change the name in the Configuration File text box, so it opens the right file at startup.
In the First Address box, type the IP address of the first Ethernet port. You can also type the address of the second Ethernet port in the Second Address box, although it is not necessary to do so.
If the SMP Gateway cannot be directly accessed through the network, but requires a dialup connection, select the The gateway is connected over a remote dial-up checkbox to prevent SMP Manager from polling the gateway for its status.
Click Add.
The SMP Gateway gets added to the list, and SMP Manager automatically detects the gateway model and in the case of an SMP 4, whether an internal modem is installed.
4.4
Information Provided by the SMP Gateway
Icon
The SMP Gateway icon, which is displayed beside each gateway name, provides additional information about the SMP Gateway.
The following table gives the meaning of each icon:
Icon Description
A device with two red LEDs.
SMP Manager is unable to establish a connection with the gateway.
A device with flashing yellow and green LEDs.
Icon Description
when the gateway is restarted. A lined page and a pencil. A report is currently in progress.
The report file provides detailed information about the gateway. You should, therefore, send an SMP Gateway report file with any request for technical support.
A device, flashing yellow and green LEDs and a yellow telephone.
SMP Manager is connected to the gateway via remote dialup.
A device and a telephone, grayed.
The gateway is configured for remote dialup but not currently connected to SMP
Manager.
A device, red LEDs and a yellow telephone.
SMP Manager is unable to establish a connection with the gateway over the remote
dialup connection.
4.5
Customizing the Display
You can customize the display in the SMP Manager window to suit your needs. You can choose which columns you want to display, and the order in which you want them to appear.
Column Description
Gateway The list of SMP Gateways and, if you request it, the tools that are currently running for each gateway in the list.
IP Address The IP address of any SMP Gateways you have grouped together in SMP Manager. This column is not available by default.
Status The current status of each SMP Gateway in the list (started, failed, safe mode, max safe mode, on standby, and various intermediate states).
Platform The SMP Gateway model: SMP 4-20, SMP 8-40, SMP 4, SMP 16/CP or SMP 16/SG.
Firewall Whether the SMP Gateway's built-in firewall is active. This information is available only if your version of the SMP Gateway software supports the SMP Gateway’s security features.
VPN Indicates if the SMP Gateway is connected to SMP Manager using VPN or not.
Group This column shows the virtual address given to the redundancy group. If the address is modified, the new address will appear beside the old one, separated by an arrow. Upon the next reboot, the device will be grouped under the new address only.
Security This column shows whether the security is activated or not, if it is global or local, and how recent it is.
4.5.1
Adding or Removing a Column
To toggle between displaying a column and removing it from the display:
Right-click any column heading.
In the shortcut menu, locate the column you are interested in.
Put or remove a checkmark to add or remove the column to or from the display.
4.5.2
Changing the Position of a Column
To change the order of a column in the display:
Click the column heading of the column you want to relocate.
5
Configuring the
SMP Gateway
As we saw under “Principles of Operation”, you have to configure the SMP Gateway before you can use it. For this, you use SMP Config to define the characteristics of your SMP Gateway and the functions it has to perform. The configuration is stored in a file that is then loaded onto the SMP, where it is stored in non-volatile flash memory.
Using SMP Config, you will perform the following configuration steps:
For an SMP 4-20, an SMP 8-40 or an SMP 16/SG, define the hardware options installed.
Create a master protocol instance for each device to be supported.
Define each data point on each device.
Configure the communications link to be used to connect to each device.
Create a slave protocol instance for each SCADA or control center.
Configure the communications link to be used to connect to the SCADA.
Map the device data points to SCADA data points.
You will then use SMP Manager to send the configuration file to the SMP.
Note: There can only be one instance of SMP Config running at any given time.
If you launch the tool for a given SMP Gateway and then launch it again for a second SMP Gateway, SMP Config will prompt you to save any changes you have made, close the configuration file of the first gateway, and then open the configuration file of the second gateway.
To create a configuration file for your SMP Gateway, proceed as follows:
In the Tools menu, click SMP Config to start the application.
The SMP Config display includes 3 panes. The left pane is a tree structure of all the configuration topics. The top right pane displays the settings for the topic you have selected in the left pane. The bottom right pane appears when your request that the configuration be validated; it displays error and warning messages.
The gateway name is the name you assigned when you added the SMP Gateway in SMP
Manager. The configuration file name on the title bar was also assigned when you added the
SMP Gateway in SMP Manager.
If you open the Master Protocols and Slave Protocols branches, you will see that the tree structure offers you a fixed set of protocols. These are the protocols currently supported by your product license.
5.1
Creating Master Protocol Instances
You need to add a master protocol instance for each device you want to access with your SMP Gateway (see Figure 2). Even if a number of devices share a multidrop link, each of them requires its own master protocol instance. Each device is a slave, so the gateway acts as a master when communicating with the device, which is why it requires a master protocol instance.
There are two ways to add the master protocol instance:
You can use a template, which eases the task of configuring the master protocol instance, by automatically entering the points list for the device. SMP Config provides templates for a number of common substation devices.
If no template is available, you will need to enter the points list. If you are configuring a number of devices of the same type, you can save the first device configuration as a template that you will then use to configure the other devices.
Once you have added a master protocol instance and entered its data points (manually or via a template), you can click a particular data point type in the left pane and see the list of data points and their settings in the right pane, as shown next.
5.1.1
Creating a Master Protocol Instance from a Template
To add a master protocol instance from a template:
In the left pane, open the Master Protocols branch, to display the list of master protocols provided under your product license.
In the left pane, click the protocol for which you want to add an instance. The list of all defined master protocol instances appears in the right pane.
In the Tools menu, click New Instance From Template.
Choose the appropriate template, and click Open.
In the dialog box, enter:
The name of the new instance. The device prefix.
The device prefix is a string that identifies the device and is used as a prefix for all of its data point names. The prefix ensures that every name in the system is unique. An explanation of the usage of prefixes is provided under “Configuring the Master Protocol General Settings”, in the next sections.
5.1.2
Creating a Master Protocol Instance Manually
To add a master protocol instance manually:
In the left pane, open the Master Protocols branch, to display the list of master protocols provided under your product license.
In the left pane, click the protocol for which you want to add an instance. The list of all defined master protocol instances appears in the right pane.
In the right pane, type the name of the new instance at the end of the list of names, and press the Tab key on your keyboard.
The new protocol instance is added in the left pane, under the protocol type you had selected. If you expand its tree branch and click an item, the corresponding protocol settings will be displayed in the right pane. Note that if you click a physical data point type in the left pane, the right pane will display an empty row since you will have to add the physical data points manually.
5.1.3
Configuring the Master Protocol General Settings
All master protocol components share common settings that define how they interact with a device. The following procedure describes how to enter these settings. If you created the protocol instance from a template, the general settings have been defined for you. However, you should verify the settings to make sure they match your device configuration, and you should familiarize yourself with the naming conventions discussed in this section.
In the left pane, click General to display the list of general settings for the selected protocol.
In the right pane, type a Device Prefix.
The string you enter will be used as a prefix for all the I/O point names of the device. It is mandatory for each instance of a protocol. It is used to distinguish data point names that are on the same device type, but on multiple physical devices. The device prefix ensures that every data point name in the system is unique. Device prefixes are described in the following section, “Adding Data Points from a Protocol Template”.
Device prefix and naming conventions
A typical substation automation project requires the configuration of thousands of data points. You can significantly reduce the effort by carefully planning how to name devices and data points. Cybectec tools provide additional functionality if the names of data points are based on some type of convention. For our engineering projects, we use a naming convention such as the following:
A data source name, such as the substation name: MAPLE, CEDAR.
A voltage level: 220 or 25.
A device name: L1 to indicate a line, T1 to indicate a transformer, F1 to indicate a feeder,
BUS for a bus bar.
A signal name: V_phsA_mag to indicate the phase A voltage magnitude, A_phsA_mag to indicate the phase A current magnitude, Pos_st to indicate the status of a breaker or a line switch.
With such a convention, a data point called CEDAR_220_BUS_V_phsA_mag clearly indicates the voltage magnitude of phase A on the 220 kV bus of the CEDAR substation. A data point called MAPLE_025_F1_Pos_st indicates the status of the breaker switch of feeder 1 at the MAPLE substation.
Still in the General settings, enter the scanning settings.
For instance, to configure a MODBUS master protocol, you would provide settings such as the following:
A Device Address, typically 1.
A MODBUS Type, typically RTU Serial.
A Scan Interval, typically 1000 ms.
A complete description of all settings is provided in the document entitled Master Protocol
Common Concepts. Protocol-specific settings are described in individual documents, such as DNP3 Master Protocol.
5.1.3.1
Accessing Protocol-Specific Documentation
There are Cooper Power Systems documents available, to which you can refer for details on the settings of the currently supported protocols.
To access the documents, proceed as follows:
Click Start, on the Windows taskbar.
Point to All Programs, then Cybectec, then SMP Tools, and then Documentation.
In the Documentation menu, click Protocols.
The list of available documents is displayed in an explorer window.
Click the document you want to read.
In the File menu of the explorer window, click Open with Acrobat. Your Adobe Acrobat program starts up and displays the document in a window.
5.2
Configuring the Data Points
Once you have provided the general settings of the protocol component, you then enter all the data points on the device. If you created the protocol instance from a template, all the data points have already been added; however, we suggest you read this section for your information.
Protocol components typically support physical and logical data points of the following types:
Analog inputs
Binary outputs
A physical data point represents a real-life value, implemented on an external device. You need to identify all the device data points, either manually or using a device template.
A logical data point is a value managed by the SMP Gateway. These data points are built-in and cannot be modified, but they can be disabled.
Analog inputs are measured values. The system keeps 2 values for each analog measurement
obtained: a raw value, which is usually the value retrieved from the device, and a calculated value expressed in engineering units, obtained using the following standard formula:
Engineering value = Raw Value X Scaling Factor + Offset
Binary inputs represent the state of a data point. The state is either ON or OFF.
Analog and binary outputs are typically initiated by a slave component, which sends a control
request originating from a control center, to the master component involved.
When you create a data point, you specify the type of data and you indicate how the
SMP Gateway will retrieve it. General properties such as name, type and units, are independent of the type of device or protocol used. Protocol-specific properties indicate how the SMP Gateway will retrieve the data from the device. Each protocol uses its particular form of addressing, such as index values or data offsets.
For example, to add a data point for a MODBUS device:
Click the appropriate branch under the protocol instance.
In the right pane, type the name of the data point and fill in all the appropriate settings. For instance, to define an analog input you would provide the following settings:
The name of the data point, such as BUS_VA. SMP Config will automatically add the device prefix to this name, thereby generating the full name of the data point.
The input source, such as Input Registers.
The input format, such as Unsigned Integer.
The input size, such as 16 or 32 bits.
The word offset in the MODBUS device memory.
The scaling information required to convert the raw value to engineering units.
The Units and Description strings used to provide meaningful data displays. A complete description of all settings is provided in the document entitled Master Protocol
Common Concepts. Protocol-specific settings are described in individual documents, such as Modicon Modbus Master Protocol. A complete description of system data points can be found in
the section entitled “System Data Points” on page 231 of this manual.
To access the various protocol documents:
Click Start, on the Windows taskbar.
Point to Programs, then Cybectec, then SMP Tools, and then Documentation.
5.2.1
Adding Data Points from a Protocol Template
Protocol templates can also be used to add points to a protocol component. For instance, you could use a template to add the data points provided by an optional device feature. You can do this by retrieving the data points from a protocol template.
To do this:
In the left pane, click the protocol instance to which you want to add the data points.
In the Tools menu, click New Points from Template. A standard Windows “Open” dialog box appears.
In the Templates folder for the protocol type you selected, choose the “.tpl” file you want to use, and click Open.
A dialog box appears, prompting you for the optional prefix and suffix to be added to every new data point name. The upper portion of the dialog box provides information about the open template file, while the lower portion shows warning and error messages.
Specify a prefix and a suffix, if applicable.
The new data points now appear in their respective categories under the selected protocol instance, and their names contain the specified prefix and suffix.
Note that the prefix and suffix are not applied to logical data points, and that the logical data points are reset every time you add data points from a protocol template. You should, therefore, configure these data points once you have completed the list of physical data points.
5.3
Creating a Template from a Master Protocol
Instance
You can create a template of a master protocol instance, which you can retrieve later in order to quickly generate new protocol instances.
To create the template:
In the File menu, click Save As Template.
Choose the Templates folder in which you want to store the template, type a significant name for the template file, and click Save.
Note that a template file can contain only one protocol instance. So if you want to create templates for several protocol instances, create a new configuration for each one and save individual templates.
5.4
Duplicating a Master Protocol Instance
Once you have created a master protocol instance and configured its data points, you may want to generate one or more additional instances with the same general and data point settings. A quick way to accomplish this is by duplicating the master protocol instance.
To do this:
In the left pane, click the protocol instance you want to duplicate.
In the Tools menu, click Duplicate.
A dialog box appears, prompting you for the instance name and device prefix, as shown in the following.
Type the name and prefix of the protocol instance, and click OK. The new protocol instance now appears in the left pane.
5.5
Configuring the Communications Links
A protocol component communicates with a device or control center using one of the following: a serial link, a modem or a TCP/IP network. The configuration of a communications component is completely independent of the protocol used. Before you connect a device to the SMP Gateway, you have to choose and configure its communications links.
5.5.1
Configuring the Serial Port Interfaces
Depending on the options you choose in the hardware configuration, you can configure the SMP Gateway serial ports to support RS-232, RS-422 or RS-485 communication.
For each port, choose the type of interface to be used. Most substation devices typically use either Asynchronous RS-232 or Asynchronous RS-422/485. If you are using a serial port for a touch screen, select ELO Touchscreen.
Serial port naming conventions
The SMP 16 provides 16 serial ports, identified as A01 through A16. It also has a modem port labeled Modem, which has a “Modem Asynchronous” interface. The SMP 16/SG can also house up to 2 additional serial ports boards, which will be identified as B01 to B16 and D01 to D16.
The SMP 4 and SMP 4-20 both provide 4 built-in serial ports. These ports are identified as
COM1 Board A through COM4 Board A.
The SMP 4 also provides a built-in console serial port. This port is identified as Built-in
Console 1 Board A. This feature allows you to use the Console port as a standard serial port.
If the SMP 4 has an internal modem, then it provides 3 built-in serial ports and 1 built-in modem port. These ports are also identified as COM1 Board A through COM4 Board A; however, the Interface column in the right pane indicates that the interface for COM4 Board
A is “Modem Asynchronous”.
The SMP 8-40 provides 4 additional ports named COM1 Board B through COM4 Board B. The SMP 4-20 and SMP 8-40 SIOM use IPack modules to provide additional ports in groups of 8. The ports in the first group are called IPack_A1 Board A through IPack_A8 Board A. The ports in the second group are called IPack_B1 Board A through IPack_B8 Board A. The SMP 8-40 supports two additional groups of ports called IPack_A1 Board B through
IPack_A8 Board B and IPack_B1 Board B to IPack_B8 Board B.
The purpose of each interface is given in the following table:
Interface Description
Asynchronous RS-232 Use this value to indicate that the serial port is dedicated to establishing a standard asynchronous RS-232 connection.
Asynchronous RS-422/485 Use this value to indicate that the serial port is dedicated to establishing an asynchronous RS-422 or RS-485 connection.
Modem Asynchronous This value indicates that the port is used for modem asynchronous
communication. The value is automatically assigned to the Modem port of an SMP 16 and to the COM4 Board A port of an SMP 4 equipped with an internal modem.
RAS (remote access server) Use this value to indicate that the serial port is configured to accept incoming direct serial connections. This type of connection allows you to use the SMP Tools as if you were connected to the SMP Gateway via a normal network connection. By default, the console port is always configured for RAS.
Refer to the SMP 4 Installation Guide, GUI-00316-00026 T, or to the
SMP 16 Installation Guide, GUI-00316-00032 T, for instructions on
Interface Description
Constraint for the SMP 4-20 and the SMP 8-40:
An SMP 4-20/SMP 8-40 CPU board can support up to 4 different bit rates for the serial ports located on the front panel. This means that if you specify that the console serial port is configured for RAS, only 3 other bit rates will be available for the remaining 4 serial ports on Board A and that if all the other Board A serial ports are used, 2 of the 5 serial ports must have the same bit rate. Note that if you set the console serial port to Reserved and you do, in fact, accept incoming direct serial connections on the console serial port as well as on the 4 remaining serial ports, the SMP Gateway application will disable the console port connection. This constraint obviously does not apply to Board B, since it has 4 serial ports and there are 4 bit rates available.
Redundancy Use this value to indicate that the serial port is reserved for connecting
2 SMP Gateways together as a redundancy group. See “Grouping 2 SMP Gateways for Redundancy”, page 183.
ELO Touchscreen Use this value to indicate that the touch input information of an Elo
touch screen will be transmitted to the SMP Gateway using a serial cable, through this serial port.
Radio Use this value to indicate that a radio will be connected to this serial
port.
Reserved Use this value to indicate that the serial port is reserved for purposes
other than those stated previously.
5.5.2
Configuring the Operation of the Serial Ports
Each serial port needs to be configured with the appropriate settings for the connected device.
In the left pane, open the Connections branch to display all the supported connection types.
Click Asynchronous Serial Ports to display the list of available ports.
Note that if you choose “Redundancy” as the interface for a serial port, this port will not appear in the list of Asynchronous Serial Ports, as it will be reserved for connecting the 2 SMP Gateways that will be grouped together.
In the right pane, enter the settings for the selected serial ports.
The required settings are usually provided in the device manufacturer’s reference manual:
If you are using RS-485 2-wire communication, choose RS-485. If you are using RS-485 4-wire communication, choose RS-422.
Choose the device communications settings: baud rate, byte size, parity and number of stop bits, such as 9600 baud, 8 bits, no parity, and 1 stop bit.
Choose the device hardware handshaking mode:
If the link type is RS-232, most devices do not use handshaking, so you should keep the default values: RTS to Always On, DTR to Always On, and CTS to Ignore.
If the link type is RS-422, set RTS to Always On. You shouldn’t have any problem if you keep the other default values: DTR to Always On, and CTS to Ignore.