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800xA - Asset Optimization

System Version 4.1

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800xA - Asset Optimization

System Version 4.1

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construed as a commitment by ABB. ABB assumes no responsibility for any errors that may appear in this document.

In no event shall ABB be liable for direct, indirect, special, incidental or consequential damages of any nature or kind arising from the use of this document, nor shall ABB be liable for incidental or consequential damages arising from use of any software or hard-ware described in this document.

This document and parts thereof must not be reproduced or copied without written per-mission from ABB, and the contents thereof must not be imparted to a third party nor used for any unauthorized purpose.

The software or hardware described in this document is furnished under a license and may be used, copied, or disclosed only in accordance with the terms of such license. This product meets the requirements specified in EMC Directive 89/336/EEC and in Low Voltage Directive 72/23/EEC.

Copyright © 2003-2005 by ABB. All rights reserved.

Release: May 2005

Document number: 3BUA000118R4101

TRADEMARKS

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About This Book

General ...19

Intended User...19

Documentation of Third Party Software ...19

Use of Warning, Caution, Information, and Tip Icons ...19

Document Conventions ...20

Terminology...22

Related Documentation ...29

Section 1 - Introduction

Product Overview ...31

Maintenance Workplace and Asset Structure ...34

Asset Health Condition Reporting...35

Asset Viewer ...36

Asset Reporter ...38

Asset Monitoring ...40

Basic Asset Monitors ...42

IT Asset Monitors Generated by PC, Network and Software Monitoring...43

HART Asset Monitors...45

FOUNDATION Fieldbus Asset Monitors ...45

PROFIBUS Asset Monitors ...46

Seamless Interaction Between Process, Maintenance, and Calibration ...46

Maximo Integration...47

Active Work Orders View ...48

Work Order History View ...50

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Preventive Maintenance Schedule View ... 51

Spare Parts/Availability of Spare Parts Views ... 52

Create Fault Report Form/Submit Fault Report... 53

Fault Report Viewer/Submit Fault Report ... 54

SAP/PM Integration... 56

Active Work Orders View ... 56

Work Order History View ... 58

Equipment Status View... 58

Preventive Maintenance Schedule View ... 59

Create Fault Report Form/Submit Fault Report... 59

Fault Report Viewer/Submit Fault Report ... 60

DMS Calibration Integration ... 62

DMS Division Aspect ... 63

DMS Aspect ... 64

DMS Asset Monitor Aspect... 64

Calibration Event List Aspect... 65

Parameter Mapping Aspect... 65

Asset Optimization Reporting... 67

AO Asset Condition History Report ... 68

AO Calibration Report ... 68

AO Running Time Report ... 69

800xA - Asset Optimization for Process Portal B ... 69

Process Portal B Provider Aspect ... 69

Process Portal B Connectivity Software ... 69

Section 2 - System Setup

Introduction ... 71

Setting Up Aspect Defaults ... 72

Asset Optimization Server Configuration... 72

Loading Asset Monitor Configurations to an AO Server ... 75

Asset Monitor Startup Parameters ... 77

Connecting to a Process Portal B Node ... 79

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SAP/PM Server Connection Properties...86

Mapping Between the 800xA System and the CMMS ...89

Maximo Integration ...89

SAP/PM Integration ...90

Alarm Behavior Upon Fault Report Submittal...93

User Privileges...94

Maximo User Credentials ...94

SAP User Credentials...96

Allowing 800xA System Users Access to DMS ...97

Primary Structures ...97

Managing Data Source Connections ...99

Managing the Connection Between the 800xA System and the DMS System..102

Defining the AOWebServerNode ...108

Defining Alarm Behavior ...108

Section 3 - Configuration

Introduction ...111

Asset Monitors...112

Asset Monitor Configuration...119

Asset Monitor Tab ...120

Conditions Tab ...122

Asset Parameters Tab ...124

Input Records Tab ...126

Output Records Tab...128

Logic Tab ...128

Asset Monitor Bulk Data Manager Support ...128

Asset Monitor Tab Data ...130

Conditions Tab Data...130

Asset Parameters Tab Data...131

Input Records Tab Data...132

Loading a Single Asset Monitor...132

Asset Monitor Configuration Macros...134

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Asset Reporter... 136

Asset Viewer ... 137

Maximo Integration... 138

Mapping the 800xA System Object to the Maximo Equipment... 138

CMMS Views... 141

SAP/PM Integration ... 142

Mapping the 800xA System Object to the SAP/PM Equipment ... 143

CMMS Views... 144

DMS Calibration Integration... 145

Creating the DMS HART Device Object Structure ... 146

Configuration Scenarios... 147

Configuration Scenario A - HART Device Integration System Extension Installed, Devices Connected via Hart Capable I/O... 147

Configuration Scenario B - HART Device Integration System Extension not Installed, Devices Connected via non-Hart Capable I/O, or Conventional Devices ... 151

Updating DMS System Objects with 800xA System Object Device Data... 155

Synchronizing 800xA System DMS Division with DMS System DMS Division 156 Notifying 800xA System Users that Calibration is Due... 157

Additional DMS Calibration Integration Configuration Considerations... 157

Authentication ... 157

Authentication for the AO Server ... 158

Authentication for the Asset Monitor Aspect ... 158

Authentication for the DMS Division... 161

Alarm Grouping ... 162

Asset Optimization Reporting Configuration ... 164

AO Asset Condition History Report Parameters ... 168

AO Calibration Report Parameters ... 169

AO Running Time Report Parameters ... 170

Exporting Reports ... 171

Section 4 - Basic Asset Monitor Library

Introduction ... 173

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Bad Quality Check ...173

Bool Check ...176

Flow Delta ...179

Limit Check (High, HighLow, and Low) ...181

Running Time Check...186

XY Profile Deviation ...191

Section 5 - PC, Network and Software Monitoring Setup

Overview...197

PC, Network and Software Monitoring Server Configuration ...200

IT OPC Server Network Object ...200

Editing the OPC Data Source Definition ...201

Asset Optimization Asset Monitoring Aspects ...201

Copying the AM Service Data Source Aspect ...201

IT General Setup Aspect ...202

Predefined IT Assets...204

Assigning Predefined IT Assets ...204

Adding IT Devices to Existing IT Assets...208

Activating Changes to IT Assets ...210

Creating IT Assets and IT Devices...212

Section 6 - IT Asset and IT Device Library

Overview...213

IT Assets ...214

Asset – Generic Computer Node...216

Light Asset - Light Generic Computer Node ...220

Computer Assets Process Status and Alarm List ...221

Light Generic Computer Process Assets Alarm List ...224

Computer Assets ...228

Asset - Batch Client ...228

Light Asset - Batch Client...229

Asset - Batch Primary Server with Client ...230

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Asset - Batch Secondary Server with Client... 232

Light Asset - Batch Secondary Server with Client ... 232

Asset - Inform IT Calculations ... 234

Light Asset - Inform IT Calculations... 234

Asset - Inform IT Complete... 235

Light Asset - Inform IT Complete ... 236

Asset - Inform IT Display ... 237

Light Asset - Inform IT Display ... 237

Asset - Inform IT History ... 238

Light Asset - Inform IT History... 239

Asset - Inform IT ODA... 240

Light Asset - Inform IT ODA ... 240

Asset - Inform IT Scheduler ... 241

Light Asset - Inform IT Scheduler... 241

Asset - Inform IT SoftPoint Server... 242

Light Asset - Inform IT SoftPoint Server ... 242

Asset - 800xA AS ... 243

Light Asset - 800xA AS... 244

Asset - 800xA Client... 245

Light Asset - 800xA Client ... 245

Asset - 800xA Combined AS-CS ... 246

Light Asset - 800xA Combined AS-CS... 247

Asset - 800xA CS ... 248

Light Asset - 800xA CS... 249

Asset - PPB Client ... 250

Light Asset - PPB Client... 251

Asset - PPB Config Server... 252

Light Asset - PPB Config Server ... 252

Asset - PPB Harmony RTDS with Client ... 253

Light Asset - PPB Harmony RTDS with Client... 254

Asset - PPB Historian ... 255

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Asset - PPB Melody RTDS with Client ...256

Light Asset - PPB Melody RTDS with Client ...257

Asset - PPB OPC RTDS with Client...258

Light Asset - PPB OPC RTDS with Client ...259

Inform IT Performance Assets ...260

Asset - hsMsgServer Messages In per Minute ...260

Asset - hsMsgServer Messages in Queue ...261

Asset - hsMsgServer Messages Out per Minute ...264

Asset - PDL Messages In per Minute ...266

Asset - PDL Messages in Queue ...268

Asset - PDL Messages Out per Minute...270

Asset - Disk Free ...272

Asset - Failures...274

Asset - Storages...276

Asset - DA Collection ...278

Asset - HDA Collection ...280

Asset - Generic Network Interface...282

Asset - Generic Printer ...284

Network Monitoring...285

Asset - Network Utilization...285

Asset - Node to Node Utilization ...289

Asset - Single Node Utilization...293

Asset - Cisco 12-Port Switch ...296

Light Asset - Cisco 12-Port Switch...297

Asset - Cisco 24-Port Switch ...298

Light Asset - Cisco 24-Port Switch...299

Asset - Cisco 48-Port Switch ...300

Light Asset - Cisco 48-Port Switch...301

Asset - Hirschmann Mach 3000 Switch...302

Light Asset - Hirschmann Mach 3000 Switch ...304

Asset - Hirschmann RS2 Switch ...307

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IT Device Library... 309

Alarm Device - Generic Interface Alarm... 312

Status Device - Generic Interface Alert ... 312

Status Device - Generic Interface Status... 312

Alarm Device - Network Utilization Alarm ... 314

Status Device - Network Utilization Alert... 314

Status Device - Network Utilization (Bytes per s) Status... 314

Status Device - Network Utilization (Percent) Status... 315

Alarm Device - Node to Node Utilization Alarm ... 316

Status Device - Node to Node Utilization Alert ... 316

Status Device - Node To Node Utilization (Bytes per s) Status ... 316

Status Device - Node To Node Utilization (Percent) Status ... 317

Alarm Device - Node Utilization Alarm... 318

Status Device - Node Utilization Alert ... 318

Status Device - Node Utilization (Bytes per s) Status ... 318

Status Device - Node Utilization (Percent) Status ... 319

Alarm Device - Performance Counter Alarm (Alarm) ... 320

Status Device - Performance Counter Alert (Performance Alert) ... 320

Alarm Device - Performance Counter Alarm (Reversed) (Reversed Alarm) .... 321

Status Device - Performance Counter (Reversed) Alert (Reversed Performance Alert) 321 Status Device - Performance Counter Status (Value) ... 322

Alarm Device - Computer CPU Alarm... 323

Status Device - Computer CPU Alert ... 323

Status Device - Computer CPU Status... 323

Light Alarm Device - Light Computer CPU Alarm ... 324

Light Status Device - Light Computer CPU Alert... 324

Alarm Device - Computer General Alarm (Auto) ... 326

Light Alarm Device - Light Computer General Alarm (Auto)... 327

Light Status Device - Light Computer General Alert ... 328

Alarm Device - Computer General Alarm... 329

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Status Device - Computer General Status ...330

Alarm Device - Computer Process Alarm...331

Status Device - Computer Process Alert ...332

Status Device - Computer Process Status ...333

Light Status Device - Light Computer Process Alert...334

Light Status Device - Light Computer Process Status ...334

Alarm Device - Computer Process Alarm (Compact) ...336

Light Alarm Device - Light Computer Process Alarm (Compact) ...337

Alarm Device - Computer Process Alarm (Auto) ...338

Alarm Device - Computer Process Alarm (Min) ...340

Alarm Device - Disk Drive Alarm ...341

Status Device - Disk Drive Alert...341

Status Device - Disk Drive Status ...341

Alarm Device - Disk Volume Alarm ...343

Status Device - Disk Volume Alert ...343

Status Device - Disk Volume Status...344

Light Alarm Device - Light Disk Volume Alarm...344

Light Status Device - Light Disk Volume Alert ...345

Alarm Device - Printer Alarm ...346

Status Device - Printer Alert ...347

Status Device - Printer Status...349

Alarm Device - Cisco 12-Port Switch Alarm...350

Status Device - Cisco 12-Port Switch Alert ...350

Status Device - Cisco 12-Port Switch Status ...351

Light Alarm Device - Light Cisco 12-Port Switch Alarm ...352

Light Status Device - Light Cisco 12-Port Switch Alert...352

Alarm Device - Cisco 24-Port Switch Alarm...353

Status Device - Cisco 24-Port Switch Alert ...353

Status Device - Cisco 24-Port Switch Status ...354

Light Alarm Device - Light Cisco 24-Port Switch Alarm ...355

Light Status Device - Light Cisco 24-Port Switch Alert...355

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Status Device - Cisco 48-Port Switch Alert... 356

Status Device - Cisco 48-Port Switch Status ... 357

Light Alarm Device - Light Cisco 48-Port Switch Alarm ... 358

Light Status Device - Light Cisco 48-Port Switch Alert ... 358

Alarm Device - Hirschmann 8-Port Alarm ... 359

Status Device - Hirschmann 8-Port Alert ... 359

Status Device - Hirschmann 8-Port Status... 360

Light Alarm Device - Light Hirschmann 8-Port Alarm... 361

Light Status Device - Light Hirschmann 8-Port Alert ... 361

Alarm Device - Hirschmann n-Port Alarm ... 362

Light Alarm Device - Light Hirschmann n-Port Alarm... 362

Alarm Device - Hirschmann Power Supply Alarm ... 363

Status Device - Hirschmann Power Supply Alert ... 363

Status Device - Hirschmann Power Supply Status ... 364

Light Alarm Device - Light Hirschmann Power Supply Alarm ... 364

Light Status Device - Light Hirschmann Power Supply Alert... 365

Status Device - Hirschmann Mach 3000 Base Status ... 366

Alarm Device - Hirschmann RS2 Alarm ... 367

Status Device - Hirschmann RS2 Alert ... 369

Status Device - Hirschmann RS2 Status ... 369

Light Alarm Device - Light Hirschmann RS2 Alarm... 371

Light Status Device - Light Hirschmann RS2 Alert ... 373

Section 7 - Network and Device Scanning Tool

Introduction ... 375

Using the Network and Device Scanning Tool ... 376

File Menu ... 376

Editing Project Properties ... 376

Creating a New Project ... 377

Opening an Existing Project ... 378

Net Scan Window ... 378

Edit IP Ranges ... 379

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Set Object ID (OID) Root ...381

Scan IP Address/Range ...382

SNMP Get Info ...384

SNMP Walk ...385

Check Loaded MIB Support ...385

Verify SMIR Support ...386

Hide/Remove Selected ...387 Hide/Remove Unreachable ...388 Show All ...388 Reset Tree ...388 Create Namespace ...388 View Menu ...390

Compilation Wizard Window...390

MIB ...391

Process Menu ...393

Compile into SMIR ...393

Delete from SMIR...393

List SMIR ...393

Section 8 - Creating Custom IT Devices and IT Assets

Introduction ...395

Key Concepts...395

Windows Management Instrumentation (WMI) ...396

Simple Network Management Protocol (SNMP)...398

PC, Network and Software Monitoring Scripting ...399

PC, Network and Software Monitoring Assemblies ...402

Script and Assembly Load Hierarchy ...402

PC, Network and Software Monitoring OPC Item Syntax ...403

Creating IT Devices and IT Assets...404

Creating a New IT Device...404

Configuring an IT Device Configuration Aspect ...407

Tokens ...410

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Asset Optimization Settings ... 416

Creating a New IT Asset... 418

Backing up and Restoring Custom IT Devices and IT Assets ... 421

Assemblies, Scripts, and Resources... 421

MIB Files ... 422

WMI Repository ... 422

Appendix A - CMMS Definition Files

Introduction ... 425

Sample MxDef File... 426

Sample SAPDef File ... 428

Appendix B - HART Generic Device Asset Monitor

Introduction ... 429

Software Requirements ... 430

Control Network Environment ... 430

HART Device Integration Package ... 430

Setup ... 431

Configuration ... 431

Optional Configuration ... 431

Conditions Assessed... 432

Appendix C - HART ABB 2600T-264 Asset Monitor

Introduction ... 433

HART ABB 2600T-264 Asset Monitor ... 434

Setup ... 434

Configuration ... 434

Conditions Assessed ... 435

Appendix D - HART ABB TB82PH-pH Asset Monitor

Introduction ... 437

HART ABB TB82PH-pH Asset Monitor ... 438

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Configuration ...438

Conditions Assessed...439

Appendix E - FF Generic Device Asset Monitor

Introduction ...441

Software Requirements...442

Control Network Environment ...442

FF Device Integration Package...442

Setup ...443

Configuration...443

Conditions Assessed ...444

Appendix F - FF ABB 264-H1 Asset Monitor

Introduction ...445

FF ABB 264-H1 Asset Monitor ...446

Setup ...446

Configuration ...446

Conditions Assessed...447

Appendix G - FF ABB FV4000-FS4000-H1 Asset Monitor

Introduction ...449

FF ABB FV4000-FS4000-H1 Asset Monitor ...450

Setup ...450

Configuration ...450

Conditions Assessed...451

Appendix H - FF ABB FXE4000-H1 Asset Monitor

Introduction ...453

FF ABB FXE4000-H1 Asset Monitor ...454

Setup ...454

Configuration ...454

Conditions Assessed...455

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Introduction ... 457

FF ABB TB82PH-H1 Asset Monitor ... 458

Setup ... 458

Configuration ... 458

Conditions Assessed ... 459

Appendix J - FF ABB TF02-TF202-H1 Asset Monitor

Introduction ... 461

FF ABB TF02-TF202-H1 Asset Monitor ... 462

Setup ... 462

Configuration ... 462

Conditions Assessed ... 463

Appendix K - PROFIBUS Channel Asset Monitor

Introduction ... 465

Software Requirements ... 465

Control Network Environment ... 465

PROFIBUS Device Integration Package ... 466

Setup ... 466

Configuration ... 466

Conditions Assessed... 467

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General

This instruction describes setup and configuration activities for Asset Optimization Asset Monitoring, Maximo Integration, SAP/PM Integration, DMS Calibration Integration, and PC, Network and Software Monitoring (PNSM). This product functionality consists of system extensions to the IndustrialIT ™ 800xA System product.

Intended User

This instruction is intended for application engineers performing system setup and/or configuration. As a reader of this instruction you should have knowledge of configuration and engineering of process automation systems.

It is recommended that application engineers participate in ABB training courses for the Industrial IT 800xA System.

Documentation of Third Party Software

This instruction documents third party software to the extent that it applies to Asset Optimization. Specific information relating to the installation, setup, configuration, and operation of third party software can be found in the manufacturer’s

documentation.

Use of Warning, Caution, Information, and Tip Icons

This publication includes Warning, Caution, and Information where appropriate to point out safety related or other important information. It also includes Tip to

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point out useful hints to the reader. The corresponding symbols should be interpreted as follows:

Although Warning hazards are related to personal injury, and Caution hazards are associated with equipment or property damage, it should be understood that operation of damaged equipment could, under certain operational conditions, result in degraded process performance leading to personal injury or death. Therefore, comply fully with all Warning and Caution notices.

Document Conventions

The following conventions are used for the presentation of material:

• The words in names of screen elements (for example, the title in the title bar of a window, the label for a field of a dialog) are initially capitalized.

• Capital letters are used for the name of a keyboard key if it is labeled on the keyboard. For example, press the ENTER key.

• Lowercase letters are used for the name of a keyboard key that is not labeled on the keyboard. For example, the space bar, comma key, and so on.

Press CTRL+C indicates that you must hold down the CTRL key while pressing the C key (to copy a selected object in this case).

Electrical warning icon indicates the presence of a hazard which could result in

electrical shock.

Warning icon indicates the presence of a hazard which could result in personal

injury.

Caution icon indicates important information or warning related to the concept discussed in the text. It might indicate the presence of a hazard which could result in corruption of software or damage to equipment/property.

Information icon alerts the reader to pertinent facts and conditions.

Tip icon indicates advice on, for example, how to design your project or how to use a certain function

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• Press ESC E C indicates that you press and release each key in sequence (to copy a selected object in this case).

The names of push and toggle buttons are boldfaced. For example, click OK.The names of menus and menu items are boldfaced. For example, the File

menu.

– The following convention is used for menu operations: MenuName > MenuItem > CascadedMenuItem. For example: select File > New > Type.The Start menu name always refers to the Start menu on the Windows®

Task Bar.

• System prompts/messages are shown in the Courier font, and user

responses/input are in the boldfaced Courier font. For example, if you enter a value out of range, the following message is displayed:

Entered value is not valid. The value must be 0 to 30.

You may be told to enter the string TIC132 in a field. The string is shown as follows in the procedure:

TIC132

Variables are shown using lowercase letters.

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Terminology

The following is a list of terms associated with Asset Optimization and Industrial IT that you should be familiar with.

Table 1. Terminology

Term/Acronym Description

ACD Asset Condition Document. Contains all information necessary to describe an asset condition. Generated by the Asset Monitor.

Alarm Abnormal state of a condition associated with an Aspect Object™. For example, the object FC101 may have the following conditions associated with it: HighAlarm, HighHighAlarm, Normal, LowAlarm, and LowLowAlarm. An alarm is active as long as the abnormal state of the corresponding condition persists. An alarm is

unacknowledged until a user acknowledges it. Alarm

acknowledgement

User action to confirm the recognition of an alarm. Acknowledgement changes the state of an alarm from unacknowledged to acknowledged.

AO Asset Optimization.

AO Main Server Refer to AOWebServerNode.

AO Server A server that runs the AO Server services:

AssetMonitoring Service, Asset Monitoring Engine, repository for Fault Reports document, and AO Internet Information Service webs.

AOWebServerNode An AO Server designated to be the web server for AO Internet enabled views. This node is where the Maximo Connectivity software, if required, must be installed. One AO Server in the 800xA System must be designated to be the AOWebServerNode. This is referred to as the AO Main Server.

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Application Server Server that runs system applications, such as Batch Management, Asset Optimization, and Information Management. Can also run third party and user provided applications.

Aspect Description of some properties of a real world entity. The properties described could be mechanical layout, how the object is controlled, a live video image, name of the object, etc. In Process Portal A, it is an aspect residing in an object. Some examples of aspects are circuit

diagrams, process displays, and control logic.

Aspect category Specialization of an aspect type. For example, the Asset Monitors aspect type includes all of the Basic Asset Monitor aspect categories.

Aspect Object Representations of real world entities that a user interacts with, such as valves, reactors, products, material, production orders, batches, customer

accounts, etc. Different facets of these real world entities are modeled as aspects. An Aspect Object is not an object in a strict sense, e.g. like a COM object, but rather a container of references to implementations of its aspects.

Aspect Server A server that runs the central functions of the Aspect Object architecture, such as Aspect Directory, Structure and Name Server, Cross Referencing, File Set

Distribution, etc. Contains all Aspect Objects and their aspects.

Aspect system A software system, which implements one or several aspect types by providing one or several aspect system objects.

Table 1. Terminology (Continued)

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Asset Monitoring Engine

Application responsible for retrieving data from, and interacting with, multiple data servers (real-time data servers, OLE for Process Control® (OPC®) Servers, etc.). It analyzes the data and when necessary, issues an ACD and notifies the 800xA System of the detected condition.

Asset Monitoring Service

Responsible for publishing ACDs generated by the built-in AO Engbuilt-ine and any other engbuilt-ines (such as DMS) capable of generating Asset Condition Documents. Authentication The process by which the system validates the user's

logon information. A user's name and password are compared against an authorized list. If the system detects a match, access is granted to the extent specified in the permissions list for that user. Citrix Server See Terminal Server for thin client access. COM Microsoft Component Object Model. A software

architecture that allows applications to be built from binary software components.

Connectivity Server Provides access to controllers and other sources for real-time data, historical data, and alarm and event data. Runs services related to OPC-DA, OPC-AE, OPC-HDA, and SysMsg. Several Connectivity Servers may exist in a system, each serving one set of data sources, for example 800M/C Controllers.

Context menu Appears when you right-click on an Aspect Object or an aspect. Lists aspect operations, actions, aspects, and global operations.

DMS Action List List of Action Items; such as devices with assigned calibration procedures that need calibration. Action Lists provide a means of organizing Action Items in calibration routes/daily tasks.

Table 1. Terminology (Continued)

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DMS Division Highest level entity that can be modeled. A DMS Division entity can be as small as a single device all they way up to an entire enterprise. Examples of Divisions are:

Geographical Site Plant (Unit) Area System

DPC Documenting Process Calibrator. Portable intelligent field calibrator designed for in situ (field) calibration, reducing the time required to execute a calibration procedure. The MFT 4000 is such a device. Engineering Workplace Provides tools for system wide engineering. For

example, for controller code and graphics building. Event A detectable occurrence, which is of significance to an

Aspect Object. May or may not be associated with a condition. For example, the transitions into HighAlarm and Normal conditions are events, that are associated with conditions. However, operator actions, system configuration changes, and system errors are examples of events, that are not related to specific conditions. OPC Clients may subscribe to be notified of the occurrence of specified events.

Fieldbus Used to interconnect field devices, such as I/O modules, smart sensors and actuators, variable speed drives, PLCs, or small single loop devices; and to connect these devices to the 800xA System.

Fieldbus device Device connected through an 800xA System supported fieldbus. Examples are remote I/O and smart sensors and actuators, but also controllers, robots, variable speed drives, etc., when these devices are connected through a supported fieldbus.

Table 1. Terminology (Continued)

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HSI Human System Interface.

Maintenance Workplace Provides a user interface for maintenance personnel to support their daily workflow most efficiently.

Meriam DMS Meriam Process Technologies Device Management System (DMS) database software. Provides calibration management through the companion MFT 4000 Series Calibrator/HART Communicator, and MFC 4100 HART Communicator.

MFT 4000 Multifunctional Modular Calibrator / HART Communicator (DPC).

MIB Management Information Base. A file or data store containing information about managed SNMP elements, such as hosts, routers, etc.

MOF Managed Object Format.

MSU Most severe unacknowledged condition. The most severe unacknowledged condition for the current object. Remains in Fault Report Viewer until acknowledged, dismissed, submitted with the Dismiss after successful submittal check box checked in the Submit Fault Report view, or superseded by a more severe unacknowledged condition.

Node A computer communicating on a network e.g. the Internet, Plant, Control or I/O network. Each node typically has a unique node address with a format depending on the network it is connected to.

Operator Workplace Provides a user interface to the HSI for efficient control and supervision of processes.

PC Personal Computer. Computer running the Windows operating system.

Table 1. Terminology (Continued)

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Permission A permission (or access mask) groups a set of operations that require the same authority. For each operation defined for an aspect, the aspect category specifies the permission needed to use that operation. Plant Explorer

Workplace

Application that is used to create, delete, and organize objects and aspects within the 800xA System. The Plant Explorer Workplace organizes the objects in structures according to functionality, location, etc. Also used to browse and search the structures of the plant. PPA Process Portal A.

PPB Process Portal B.

Primary Structures Structures in which most operators and application engineers will perform most of their work. The Primary Structures include the Control, Functional, Location, Object Type, User, and Workplace Structures. Process Portal Collection of software that forms the basis for

Industrial IT, and provides the development and execution environment for 800xA System compliant products. Contains functionality for efficient control and supervision of an automated process. Key functions are presentation of graphics, process dialogs, and

presentation of alarms and trends.

Product suite Products with similar functionality are kept together in a suite. Suites names have a superscripted IT suffix. Examples: OptimizeIT™, OperateIT ™, ControlIT ™, ProduceIT ™, etc.

Server A node that runs one or several Afw Services. Single node engineering

system

Supports engineering of Process Portal A, Asset Optimization, Batch Management, Information Management and certain connectivities. Table 1. Terminology (Continued)

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Single node system Supports connectivity to AC800M and either PROFIBUS/HART® or FOUNDATION™ Fieldbus devices.

SNMP Simple Network Management Protocol. A network management standard that defines a strategy for managing TCP/IP and Internet Packet Exchange (IPX) networks.

Structure A hierarchical tree organization of Aspect Objects that describes the dependencies between the real objects. An Aspect Object can exist in multiple structures, for example both in a Functional Structure and in a Location Structure.

System Collects all data of an engineering project. Administrated by the Configuration Wizard.

System extension Consists of one or more applications that are bundled as an extension to one or several existing system products. A system extension can only be installed if (one of) the corresponding system products has been previously installed.

System product Consists of applications bundled together with relevant parts of the 800xA System. Several system products can be installed on the same physical node.

Terminal Server for thin client access

Enables remote access to 800xA System functions from one or more PC clients that do not have 800xA System software installed.

Thin client Web browser connected to the Internet (or intranet). Does not require any ABB-related preloaded software. Supports ActiveX controls, but communicates with 800xA System only through Internet technologies. Internet Explorer is used as browser.

Table 1. Terminology (Continued)

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Related Documentation

The following is a listing of documentation related to Asset Optimization and the Industrial IT 800xA System. This table is not meant to be all inclusive.

View Aspects can have several ways to be presented depending on the task performed, like viewing or configuration. Each presentation form is called a view. WMI Windows Management Instrumentation. A scalable

system management infrastructure that uses a single consistent, standards-based, extensible, object-oriented interface. WMI provides software developers with a standard way to interact with system management information.

Workplace 1. User interactive functions that are combined for a particular use, e.g., Operator Workplace, Engineering

Workplace, etc.

2. Node that runs one or several workplace applications.

Table 2. Related Documentation

Category Title Description

Installation Industrial IT, 800xA - System, Installation

3BSE034678R4101

Industrial IT, 800xA - System, Post Installation Setup

3BUA000156R4101 Industrial IT, 800xA - System, Upgrade

and Installation

3BSE036342R4101 Table 1. Terminology (Continued)

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Software Industrial IT, 800xA - Asset Optimization, Operation

3BUA000150R4101

Operate IT, Process Portal Version B2.0, 800xA - Asset Optimization for Process Portal B

WBPEEUI220799A0

Industrial IT, 800xA - Information Management, Operation

3BUF001094R4101

Other Industrial IT, 800xA - Asset Optimization, Release Notes

3BUA000119R4101 Table 2. Related Documentation (Continued)

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Product Overview

Industrial IT 800xA - Asset Optimization consists of system extensions to the 800xA System product. Asset Optimization functionality includes Asset Condition Reporting, Asset Monitoring, CMMS (Computerized Maintenance Management System) Integration, and Calibration Integration to the 800xA System. This

optimizes the use of plant equipment and processes. When integrated with SMS and e-mail Messaging, Asset Optimization provides a method for sending messages based on alarm and event information to user devices such as mobile telephones, e-mail accounts, and pagers. When integrated with FOUNDATION Fieldbus, HART, or PROFIBUS Device Integration, Asset Optimization provides a method for detecting field device problems.

The 800xA System supports Calibration Integration for Meriam Process Technologies Device Management System (DMS) software.

Asset Optimization brings maintenance management to the operator environment to provide a single window interface for all asset management related operations. This allows plant personnel to collect, compare, and monitor asset data to accurately assess equipment conditions in real time.

For maintenance personnel, Asset Optimization provides a default Maintenance Workplace that supports daily maintenance activities in a most efficient way. The combination of innovative automation architecture plus advanced information technologies, including integrated fieldbus solutions, allows Asset Optimization to monitor and optimize all plant assets in real time. This includes field devices, control systems, and automation elements, as well as major assets such as heaters and generators.

The 800xA System supports two CMMS, Maximo and SAP/PM. The supported functionality varies between Maximo Integration and SAP/PM Integration.

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This architecture provides the required infrastructure to monitor and record asset performance over the entire life span of the asset. Information subsequently can be used to set future performance and profitability goals and to assist managers in making these decisions.

Asset Optimization significantly reduces costly production interruptions by

enabling predictive maintenance. It records the maintenance history of an asset and identifies potential problems to help avert unscheduled shutdowns, maximize uptime, and operate closer to plant design limits. Plant managers have the opportunity to collect, compare, and monitor data on field devices and larger equipment to accurately assess equipment operating performance in real time. As a result, faltering performance can be uncovered before breakdowns occur, and maintenance can be scheduled accordingly.

The Asset Optimization software provides for the following functionality: • Maintenance Workplace and Asset Structure.

• Asset Health Condition Reporting. – Asset Viewer.

– Asset Reporter. • Asset Monitoring.

– Basic Asset Monitors.

– IT Asset Monitors Generated by PC, Network and Software Monitoring. – HART Asset Monitors.

– FOUNDATION Fieldbus Asset Monitors. – PROFIBUS Asset Monitors.

– DMS Asset Monitors.

• Seamless Interaction Between Process, Maintenance, and Calibration. – Maximo Integration.

– SAP/PM Integration.

– DMS Calibration Integration. • Asset Optimization Reporting.

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Figure 1 shows the interaction between the various functional components of Asset Optimization.

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Maintenance Workplace and Asset Structure

Asset Optimization information can be accessed from any workplace in the 800xA System. The Maintenance Workplace is a default Workplace for Maintenance personnel. It is basically a Plant Explorer Workplace with an Alarm Band that shows Asset Monitoring Alarms for default Asset groups (Figure 2).

The Asset Structure provides the possibility for maintenance personnel to group and arrange plant assets in the way it is needed for efficient daily work. Control

topology constraints can be overcome and even devices with different fieldbus protocols can be grouped together if they require similar maintenance procedures.

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The Asset Structure comes by default with five major groups of Assets: • Drives. • Field Instruments. • IT Assets. • Motors. • Process Equipment.

Asset Health Condition Reporting

The Asset Health Condition Reporting system provides the infrastructure that reports asset status/condition information to notify operators and maintenance personnel when an abnormal condition calls for a maintenance action.

Asset Optimization provides Asset Condition Reporting via the Asset Viewer and

Asset Reporter. The Asset Tree, visible in the Asset Viewer, shows the status of associated plant objects (assets) based on Plant Explorer hierarchies. Assets can be control system hardware components, control system networks, control system devices, fieldbus networks, fieldbus components, machines, pumps, motors, process equipment (boiler, reactor), etc.

Condition Monitoring systems can report accessed asset conditions into the Asset Health Condition Reporting infrastructure, Asset Viewer and Asset Reporter. Condition Monitoring systems include Asset Monitoring and DMS Calibration Integration.

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Asset Viewer

The Asset Viewer (Figure 3), when added to an object, allows the Asset Tree to be displayed. Asset Tree indicators propagate the most severe condition up the Asset Tree. Asset Tree indicators distinguish the level of severity using OPC-DA and Asset Monitor severity range (1 to 1,000). Each Asset Tree indicator represents composite severity of an object and all children beneath the object for the current structure.

Table 3 shows and describes the Asset Tree severity indicator icons.

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Figure 3. Asset Viewer

Table 3. Asset Tree Severity Indicator Icons

Icon Description

No Asset Reporter or Asset Monitor associated with the asset, or Asset Monitor is disabled or has never been downloaded.

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In addition to displaying composite severity for each asset, the Asset Tree displays, and propagates up the tree, the quality of the condition (or the Asset Monitor itself, i.e. bad configuration), as well as Fault Report availability. Fault Report availability is indicated by bold text (fault reporting requires Maximo Integration functionality). Right-clicking on the item of interest produces a context menu such as the one shown in Figure 3. Context menus permit Fault Report submission directly from within the Asset Viewer.

Table 4 shows and describes the quality indicator overlay icons that appear over the Asset Tree severity indicator icons to represent quality.

The Asset Viewer is accessible within the Plant Explorer Workplace and the Operator Workplace on the AO Main Server node and 800xA System Client nodes. It is also accessible as a web-enabled view on non-800xA systems. When the Asset

Non-normal subcondition with severity between 0 and 250. Non-normal subcondition with severity between 251 and 500. Non-normal subcondition with severity between 501 and 750. Non-normal subcondition with severity between 751 and 1,000.

Table 4. Quality Indicator Overlay Icons

Icon Description

None Good quality. Uncertain quality.

Bad quality.

Table 3. Asset Tree Severity Indicator Icons (Continued)

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Viewer is active in the 800xA System Client nodes, the status of the assets in the view update automatically when values change. The status of the assets in the view update automatically when values change. Web-enabled views require a manual refresh to update the view.

Asset Reporter

The Asset Reporter is a detailed view of all asset monitor conditions for an asset. It displays the severity indicator for an object itself. It displays information available to it from all Asset Monitors and their corresponding current subconditions. For each condition, the Asset Reporter will provide information about current subconditions, severity, Asset Monitor status, Fault Report availability, and Work Order availability.

The Asset Tree and the Fault Reports are updated with a certain delay based on the size of the queue in the AssetMonitoring Service. This can be accessed by viewing the Service Queue Stats: row under the Runtime Statistics tab in the AO Server aspect. A queue of 1000 ACDs translates into a delay of approximately 15 minutes from the time the ACD has been exposed in the 800xA System as an Alarm/OPC Property.

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Right-clicking on the item of interest produces a context menu such as the one shown in Figure 4.

Table 5 lists the color scheme that appears in the Severity column of the Asset Reporter and how the colors relate to the subcondition severity levels.

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Figure 4. Asset Reporter

Table 5. Asset Reporter Color Scheme Color Subcondition Severity Level Gray Normal

White 1 to 250 Blue 251 to 500 Yellow 501 to 750 Red 751 to 1,000

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The Asset Reporter must be added to each object for which it is desired to propagate up the Asset Tree in the Asset Viewer.

The Asset Reporter is accessible within the Plant Explorer Workplace, Operator Workplace, and Maintenance Workplace on the 800xA System nodes. It is also accessible as a web-enabled view on non-800xA systems. When the Asset Reporter is active in the 800xA System clients, the status of the assets in the view update automatically when values change. Web-enabled views require a manual refresh to update the view.

Asset Monitoring

An Asset Monitor is an application responsible for retrieving data from, and interacting with, multiple data servers (real-time data servers, OPC-DA servers, etc.). It analyzes the data and when necessary, issues an Asset Condition Document (ACD) and notifies the 800xA System of the detected condition. An ACD contains all information necessary to describe an asset condition, such as: Subcondition, Possible Cause, and Suggested Action. Asset Monitor generated ACDs are presented by the Fault Report Submitter to optionally generate a work order for maintenance purposes.

Asset Monitors can detect problems that may not affect the process variables, but do affect the maintenance status of an asset or process. They support the diagnosis of problems to identify and locate the problem source and to offer correction

possibilities.

Asset Monitors can exist in any part of the plant hierarchy, such as the device, loop, equipment, area, process, plant, or enterprise. They can be written for higher level assets (parents) that are themselves composed of many subassets (children). Asset Monitors need not be associated with a single physical asset. They can acquire data from many sources to implement predictive maintenance functions. Therefore, Asset Monitors may require access to multiple data sources in the system.

Asset Monitoring includes an Asset Optimization and AO Server object. The Asset Optimization object appears in the Control Structure and consists of AO Server child objects, an Asset Optimization Configuration Properties aspect, an Asset

Asset Reporters that are on objects with no Asset Monitor display an empty table. These are usually placeholders for propagation up the Asset Tree in the Asset Viewer.

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Optimization Event Log aspect, and AO Engine Asset Monitor Data Source definition aspects. The AO Server object consists of an Asset Optimization Server aspect, an AM Service Data Source Definition aspect, and AM Engine Properties. The AO Server object represents a node in the system that has been designated to run one Asset Monitoring Service and one AO Engine. The Asset Monitoring Service is responsible for publishing Asset Condition Documents generated by the built-in AO Engine and any other engines (such as DMS) capable of generating Asset Condition Documents. The AO Engine provides the execution environment for the Asset Monitor logic.

The Asset Optimization Configuration Properties aspect defines the AoWebServerNode node name.

The Asset Optimization Event Log is useful for troubleshooting as it logs the activities from the AssetMonitoring Services and the AO Engines.

A preconfigured AO Engine Asset Monitor Data Source definition aspect, Afw OPC-DA Asset Monitor Data Source, points to the 800xA System OPC Server. The Afw OPC-DA Asset Monitor Data Source provides access to the configured data server by identifying the data server type and its connection parameters. The defined data server is used by Asset Monitors to access the OPC item values that are needed to assess the current asset conditions. The AO Engine uses the parameters defined in the Asset Monitor Data Source aspect to connect to the specified OPC servers. The Asset Optimization Server aspect is the main interface entry point for the following functions:

• Enable/disable the related Asset Monitoring service provider.

• Load the asset monitors configured to the AO Engine and/or any engines that use this Asset Monitoring service.

• Manage the configuration of Asset Monitor aspects.

• Display runtime status and statistics for the Asset Monitoring service and AO Engine.

The AM Service Data Source Definition aspect provides the link between the Asset Monitor Properties control connection and the related Asset Monitoring service group.

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Asset Monitoring consists of the following:

Basic Asset Monitors. Requires licensing for Asset Optimization Asset Monitoring functionality.

IT Asset Monitors Generated by PC, Network and Software Monitoring. Requires licensing for Asset Optimization Asset Monitoring and PC, Network and Software Monitoring. The PC, Network and Software Monitoring software can independently monitor the status of Information Technology (IT) Assets. By default, IT Asset status is viewable via the 800xA System Status Viewer, or through the standard faceplates provided with each of the predefined IT Assets. When used in conjunction with Asset Optimization Asset Monitoring, alarms can be generated based on error conditions, and IT Asset status is viewable via the Asset Viewer and Asset Reporter.

HART Asset Monitors. Requires licensing for Asset Optimization Asset Monitoring and HART Device Integration system functionality.

FOUNDATION Fieldbus Asset Monitors. Requires licensing for Asset Optimization Asset Monitoring and FOUNDATION Fieldbus Device Integration system functionality.

PROFIBUS Asset Monitors. Requires licensing for Asset Optimization Asset Monitoring and PROFIBUS Device Integration system functionality.

DMS Asset Monitors: Requires licensing for Asset Optimization DMS

Calibration Integration only. No license for Asset Optimization Asset Monitoring is required. Refer to DMS Calibration Integration on page 62.

Basic Asset Monitors

Asset Optimization Asset Monitoring provides the following Basic Asset Monitors: • Bad Quality Check. Reports the quality status (good, bad, uncertain)

represented by the value of the monitored Input Record.

Bool Check. Monitors a signal with two states: normal and alarm. Notifies if

the signal is in alarm state.

Flow Delta. Monitors the difference between two numeric values (e.g. steam

flow and feedwater flow) and notifies if the difference exceeds a configured percentage of the first value.

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High Limit Check. Monitors a process value and notifies if it exceeds

configured limit values that include the high limit value and the high limit value plus a negative offset value.

HighLow Limit Check. Monitors a process value and notifies if it exceeds

configured limit values that include the high limit value, the high limit value plus a negative offset value, the low limit value, and the low limit value plus a positive offset value.

Low Limit Check. Monitors a process value and notifies if it exceeds

configured limit values that include the low limit value and the low limit value plus a positive offset value.

Running Time Check. Monitors the accumulated runtime hours of a device

and notifies, for preventive maintenance, that the runtime has accumulated up to a configured limit.

XY Profile Deviation. Compares a two-dimensional value against a baseline

function and notifies if the deviation from the baseline is less than or greater than the configured limit.

IT Asset Monitors Generated by PC, Network and Software Monitoring

Standard PCs and networking equipment are used extensively in automation systems. Correct behavior of these parts of the system has a significant impact on the performance and reliability of the automation system as a whole. Watching for indications of impending problems, via continuous monitoring of the equipment, makes it possible to be proactive and ensure optimum system availability.

The PC, Network and Software Monitoring package provides a set of predefined IT Assets that represent common devices and system processes within the 800xA System (for example printers, computers, switches, and software programs). These IT Assets provide data from the simple (printer out of paper), to the sophisticated (detection of a slow memory leak in a computer). When problems are detected (or

The PC, Network and Software Monitoring (PNSM) software can independently monitor the status of Information Technology (IT) Assets. By default, IT Asset status is viewable via the 800xA System Status Viewer, or through the standard faceplates provided with each of the predefined IT Assets. When used in

conjunction with Asset Optimization Asset Monitoring, alarms can be generated based on error conditions, and IT Asset status is viewable via the Asset Viewer

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anticipated), the software can automatically generate alarms, informing the user of the problem.

The PC, Network and Software Monitoring package also provides two tools that are installed as part of the base package or can be loaded independently, as determined by the network and configuration designs. The Network and Device Scanning Tool lets a user retrieve and interpret information from SNMP enabled devices. This information is then used to determine what is of importance in the operation of the device, and whether the data is readable by WMI for use in PNSM Assets.

The Network Monitoring Tool allows users to monitor traffic on a network segment, for a given node or traffic between nodes.

The predefined IT Assets monitor the items listed in Table 6:

The software package also provides faceplates for all Assets, showing overall status and key indicators (refer to Industrial IT, 800xA - Asset Optimization, Operation).

Table 6. Predefined IT Asset Functionality

Type Monitored

Networked assets Generic Network Interface Hirschmann Switch Cisco Switch Generic Printer Network Monitor Computer assets 800xA nodes

PPB nodes Batch nodes Inform IT nodes Generic computer Software assets Inform IT performance

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Creation of customized assets is supported allowing users to create IT Asset and IT Device configurations that are tailored to their unique devices or components.

HART Asset Monitors

Asset Optimization Asset Monitoring with HART Device Integration system functionality provides two types of HART Device Asset Monitors:

HART Generic Device Asset Monitor: Reads, via OPC-DA,

HART_RESPONSE_BYTE1 to assess the following conditions: – Device malfunction.

– Configuration changed. – Cold start.

– More status available. – Analog output current fixed. – Analog Output Saturated.

– Nonprimary Variable Out of Limits. – Primary Variable Out of Limits.

HART Device Specific Asset Monitors: Extend the functionality of the

HART Generic Device Asset Monitor by assessing device specific conditions. Refer to the HART Device Library documentation for details.

FOUNDATION Fieldbus Asset Monitors

Asset Optimization Asset Monitoring with FOUNDATION Fieldbus Device Integration system functionality provides two types of FOUNDATION Fieldbus Device Asset Monitors:

FF Generic Device Asset Monitor: Reads, via OPC-DA:

– Resource Block: MODE_BLK.Actual and BLOCK_ERR.

– Transducer Blocks: BLOCK_ERR.

to assess the following conditions: – Device out of service or initializing. – Blocks out of service or powering up. – Input or output failure.

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– Data or memory error. – Device requires maintenance. – Fault state set.

– Readback check failed. – Unspecified error.

FF Device Specific Asset Monitors: Extend the functionality of the FF

Generic Device Asset Monitor by assessing device specific conditions. Refer to the FF Device Library documentation for details.

PROFIBUS Asset Monitors

Asset Optimization Asset Monitoring with PROFIBUS Device Integration system functionality provides two types of PROFIBUS Device Asset Monitors:

PROFIBUS PA Channel Asset Monitor: Reads, via OPC-DA:

– PROFIBUS_StatusByte1.

to assess the following conditions: – Signal quality.

– Block alarm.

– Limit.

Basic PROFIBUS PA Device Asset Monitor: Extends the functionality of

PROFIBUS Asset Monitoring by accessing device specific conditions. Refer to the PROFIBUS Device Library documentation for details.

Seamless Interaction Between Process, Maintenance, and

Calibration

Asset Optimization uses CMMS Integration and DMS Calibration Integration to make information within the CMMS system and Meriam Process Technologies Device Management System (DMS) database software transparently accessible to users in the process control, maintenance, and calibration management system environments.

CMMS Integration establishes the link that removes the barrier to information exchange between the CMMS and the process control system environments. One of the issues that traditionally inhibits free interchange between these functional areas

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is their different naming conventions: an asset often has one name in the operations environment and another in the maintenance environment. This is because these systems have vastly different focuses, purposes, and needs that their naming conventions must satisfy. CMMS Integration removes these barriers by pointing to the right context, regardless of the naming convention.

CMMS Integration brings maintenance management to the operator environment to give a single window interface for multiple systems. Context menus on process graphics, the Alarm and Event List, etc. provide access to several views and actions for the specific CMMS item. This allows plant personnel to collect, compare, and monitor field device data to accurately assess equipment conditions in real time. The 800xA System supports two CMMS:

• Maximo Integration on page 47. • SAP/PM Integration on page 56.

The supported functionality varies between Maximo Integration and SAP/PM Integration.

Maximo Integration

Maximo Integration includes a Maximo Equipment ID aspect, a Maximo

Credentials aspect, and CMMS Views aspects. The Fault Report Submitter aspect, which is part of the Asset Optimization Server system extension, makes it possible to submit Fault Reports to the Maximo and DMS systems.

The Maximo Equipment ID provides information for mapping the 800xA System object to the Maximo equipment in the CMMS database for a particular Maximo Server. Multiple Maximo Equipment IDs can be associated with the same asset, thus providing the ability to map to more than one piece of equipment defined in Maximo.

Maximo Credentials contains the Maximo user credentials used to access the Maximo Server by the specific 800xA user.

The CMMS Views consist of the following: • Active Work Orders View.

• Work Order History View. • Equipment Status View.

• Preventive Maintenance Schedule View. • Spare Parts/Availability of Spare Parts Views.

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• Maximo Portal Views. For every entry in the CMMS view, it is possible to navigate to related Maximo portal view. The Maximo portal view is a web view that allows direct interaction with the Maximo data if the user has appropriate rights. Change to the data is possible.

The Fault Report Submitter consists of the following: • Create Fault Report Form/Submit Fault Report. • Fault Report Viewer/Submit Fault Report.

Active Work Orders View

The Active Work Orders view lists all active Work Orders in the CMMS for a particular asset or group of assets. Figure 5 shows the 800xA System Active Work Orders view. Clicking a column header sorts the list with respect to that header topic.

The CMMS views shown here consist of 800xA System views and Maximo portal views. The supporting text indicates which type of view is being shown. The Maximo portal views consist of views from Maximo 4.1.1 and Maximo 5.1 to show the compatibility of Maximo Integration with several Maximo versions. When different, the figure caption indicates which version of Maximo generated the view.

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The Work Order column contains links to the CMMS. Clicking on a link opens a portal that contains a CMMS view of the selected Work Order (Figure 6).

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Work Order History View

The Work Order History view lists the history of all Work Orders in the CMMS for a particular asset or group of assets. Figure 7 shows the 800xA System Work Order History view. Clicking a column header sorts the list with respect to that header topic.

The Work Order column contains links to the CMMS. Clicking on a link opens a portal that contains a CMMS view of the selected Work Order (Figure 8).

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Figure 7. 800xA System Work Order History View (Maximo Integration)

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Equipment Status View

The Equipment Status view allows viewing of data returned from a status assessment of an asset or group of assets.

Figure 9 shows the 800xA System Equipment Status view. Clicking a column header sorts the list with respect to that header topic.

Preventive Maintenance Schedule View

The Preventive Maintenance Schedule view lists the preventive maintenance schedule for an asset or group of assets. Figure 10 shows the 800xA System Preventive Maintenance Schedule view. Clicking a column header sorts the list with respect to that header topic.

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Figure 9. 800xA System Equipment Status View (Maximo Integration)

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Spare Parts/Availability of Spare Parts Views

The Spare Parts view lists spare parts in the CMMS for a particular asset or group of assets. Figure 11 shows the 800xA System Spare Parts view. Clicking a column header sorts the list with respect to that header topic. The Item Number column contains links to the Availability of Spare Parts view that shows the location, quantity available, measurement unit, and cost of the selected spare part. Clicking on a link produces an Availability of Spare Parts view such as the one shown in

Figure 12. Clicking a column header sorts the list with respect to that header topic.

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Figure 11. 800xA System Spare Parts View (Maximo Integration)

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Create Fault Report Form/Submit Fault Report

These functions are made possible by the Fault Report Submitter. The Create Fault Report Form makes it possible to create a new Fault Report for the selected asset without an Asset Condition Document (ACD) being generated by an Asset Monitor. After filling in the fields with the appropriate information and clicking Submit

Fault Report, the Submit Status: field indicates whether or not submission of the

Fault Report succeeds. If it is unsuccessful, an error message will appear in the Submit Status: field. Upon successful submission, a Work Order is created in the CMMS. There are three different Create Fault Report Forms: one for submission to the Maximo system only, one for submission to the DMS system only, and one for submission to both systems. The form that comes up depends on the configuration of your system. The example in Figure 13 shows the Create Fault Report Form for submission to both systems.

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Fault Report Viewer/Submit Fault Report

These functions are made possible by the Fault Report Submitter. When an Asset Monitor generates an ACD, a Fault Report is created automatically. The Fault Report Viewer (Figure 14) makes it possible to see all Fault Reports for a selected

object.

The FR State column shows the status of Fault Reports at any instance in time. Since Asset Monitors can report on multiple conditions for each asset, the FR State column can either be the current conditions of the asset, or the Most Severe

Unacknowledged (MSU) conditions of the asset. If a condition of lesser severity than the current condition is received, the new condition replaces the current condition which becomes the MSU. If a condition of greater severity than the current condition is received, the new condition replaces the current condition and the MSU is automatically dismissed. If there is no current condition Fault Report, the asset is normal or has bad (or uncertain) quality.

The Dismiss after successful submittal check box in the Submit Fault Report view is a configurable option. If it is unchecked, the Fault Report is retained with a Fault Report status of submitted. It can be dismissed later or automatically replaced with subsequent Fault Reports.

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Right-clicking anywhere in a Fault Report row produces a context menu with the option to dismiss the Fault Report or submit it. Selecting Dismiss deletes the selected Fault Report from the Asset Optimization system. It also acknowledges the alarm in the Alarm and Event List.

Selecting Submit launches the Submit Fault Report view. There are three different Submit Fault Report views: one for submission to the Maximo system only, one for submission to the DMS system only, and one for submission to both systems. The view that comes up depends on the configuration of your system. The example in

Figure 15 shows the Submit Fault Report View for submission to both systems. This function will not acknowledge alarms in Process Portal B (refer to 800xA - Asset Optimization for Process Portal B on page 69).

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SAP/PM Integration

SAP/PM Integration includes a SAP Equipment ID aspect, a SAP Credentials aspect, and CMMS Views aspects. The Fault Report Submitter aspect, which is part of the Asset Optimization Server system extension, makes it possible to submit Fault Reports to the SAP/PM and DMS systems.

The SAP Equipment ID provides information for mapping the 800xA System object to the SAP/PM equipment in the CMMS database for a particular SAP/PM Server. Multiple SAP Equipment IDs can be associated with the same asset, thus providing the ability to map to more than one piece of equipment defined in SAP/PM.

SAP Credentials contains the SAP/PM user credentials used to access the SAP/PM Server by the specific 800xA user.

The CMMS Views consist of the following: • Active Work Orders View.

• Work Order History View. • Equipment Status View.

• Preventive Maintenance Schedule View.

The Fault Report Submitter consists of the following: • Create Fault Report Form/Submit Fault Report. • Fault Report Viewer/Submit Fault Report.

Active Work Orders View

The Active Work Orders view lists all active Work Orders in the CMMS for a particular asset or group of assets.

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Figure 16 shows the 800xA System Active Work Orders view. Clicking a column header sorts the list with respect to that header topic.

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Work Order History View

The Work Order History view lists the history of all Work Orders in the CMMS for a particular asset or group of assets. Figure 17 shows the 800xA System Work Order History view. Clicking a column header sorts the list with respect to that header topic.

Equipment Status View

The Equipment Status view allows viewing of data returned from a status assessment of an asset or group of assets. Figure 18 shows the 800xA System Equipment Status view. Clicking a column header sorts the list with respect to that header topic.

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Figure 17. 800xA System Work Order History View (SAP/PM Integration)

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Preventive Maintenance Schedule View

The Preventive Maintenance Schedule view lists the preventive maintenance schedule for an asset or group of assets. Figure 19 shows the 800xA System Preventive Maintenance Schedule view. Clicking a column header sorts the list with respect to that header topic.

Create Fault Report Form/Submit Fault Report

These functions are made possible by the Fault Report Submitter. The Create Fault Report Form makes it possible to create a new Fault Report for the selected asset without an Asset Condition Document (ACD) being generated by an Asset Monitor. After filling in the fields with the appropriate information and clicking Submit Fault Report, the Submit Status: field indicates whether or not submission of the Fault Report succeeds. If it is unsuccessful, an error message will appear in the Submit Status: field. Upon successful submission, a Work Order is created in the CMMS. There are three different Create Fault Report Forms: one for submission to the SAP/PM system only, one for submission to the DMS system only, and one for submission to both systems. The form that comes up depends on the configuration of your system.

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Figure 19. 800xA System Preventive Maintenance Schedule View (SAP/PM Integration)

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