Foxboro™ DCS

Control HMI

User’s Guide

*B0750AQ* *Z*

B0750AQ, Rev Z

December 2023

https://www.se.com
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 Control HMI User’s Guide

Table of Contents
Preface ...............................................................................................................9
Revision Information.........................................................................................9
Related Documents........................................................................................10
Foxboro DCS User Documentation ............................................................10
AVEVA User Documentation ..................................................................... 11
Schneider Electric Products Mentioned in this Document .................................. 11
Global Customer Support ............................................................................... 11
We Welcome Your Comments......................................................................... 11
Chapter 1: Introduction to Control HMI........................................................12
Typical Workflow ............................................................................................12
Runtime Features.....................................................................................13
Configuration Features .............................................................................14
Control Core Services Hardware .....................................................................14
Multi-monitor Workstations..............................................................................15
Monitor Resolutions........................................................................................15
Control Software 7.x Migration Support for Legacy Control HMI User
Interface ........................................................................................................15
Configurators .................................................................................................16
Industrial Graphic Symbol Editor................................................................16
WindowMaker ..........................................................................................16
Framer ....................................................................................................17
Read-Only Mode............................................................................................17
Chapter 2: Main Window and Menus ..........................................................18
Control HMI Main User Interface .....................................................................18
Control HMI Header (Menu Bar) ......................................................................18
Control HMI Menus ........................................................................................21
File Menu.................................................................................................22
Alarms Menu............................................................................................23
Views Menu .............................................................................................24
Utilities Menu ...........................................................................................24
Help Menu ...............................................................................................26
Chapter 3: Using Control HMI.......................................................................27
Starting Control HMI .......................................................................................27
Configuring Security and Role Permissions ................................................27
Logging in to Control HMI ...............................................................................28
Running Control HMI and FoxView on the Same Workstation ............................28
Sending Commands to FoxView ................................................................29
Control HMI Features .....................................................................................30
Navigation Browser ..................................................................................30
Navigation SoftPanel ................................................................................32
Favorites .................................................................................................35
Recent Windows ......................................................................................36
Block Select .............................................................................................37
Tag Bar....................................................................................................37

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Control HMI User’s Guide

Quick Block Editor (QBE) ..........................................................................39

Launching the Alarm Shelving Utility ..........................................................41
Watch Panel ............................................................................................41
Historian Trends .......................................................................................42
Preferences .............................................................................................56
Help - QuickKeys......................................................................................57
Help - About .............................................................................................58
Detail Displays ...............................................................................................60
Opening Detail Displays............................................................................60
Detail Display Types .................................................................................61
Industrial Graphic Detail Displays ..............................................................62
Control HMI InTouch Detail Displays ..........................................................77
Chapter 4: Control HMI Alarm Management ..............................................91
Alarm Queries................................................................................................91
Alarm Bars ....................................................................................................92
Alarm Status Indicators .............................................................................93
Alarm Button Functionality ........................................................................94
Runtime Alarm Panels ....................................................................................95
Action Selection Bar .................................................................................96
Tools Action Bar .......................................................................................96
Filter Action Bar........................................................................................99
Acknowledge Action Bar ......................................................................... 101
Hide Action Bar ...................................................................................... 102
Unhide Action Bar................................................................................... 103
Horns Action Bar .................................................................................... 104
Shelve Action Bar ................................................................................... 105
Status Indication Bar............................................................................... 105
Tool Bar ................................................................................................. 106
Query and Filter Dialog Box..................................................................... 108
Queries and Filters Treeviews ................................................................. 110
Alarm Records ....................................................................................... 112
Historical Alarm DB Panel............................................................................. 113
Action Selection Bar ............................................................................... 114
Time Range Selection Bar....................................................................... 114
Filter Action Bar...................................................................................... 116
Server Action Bar ................................................................................... 117
Status Indication Bar............................................................................... 117
Tool Bar ................................................................................................. 118
Filter & Query Treeview........................................................................... 119
Alarm DB Records.................................................................................. 120
Alarm History Panel...................................................................................... 120
Action Selection Bar ............................................................................... 121
Time Range Selection Bar....................................................................... 121
Alarm Priority Range............................................................................... 123
Server Action Bar ................................................................................... 123
Status Indication Bar............................................................................... 124
Tool Bar ................................................................................................. 125

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 Control HMI User’s Guide

Filter & Query Treeview........................................................................... 126

Alarm History Records ............................................................................ 127
Queries ....................................................................................................... 127
Alarm Provider Format ............................................................................ 128
Alarm Query Format ............................................................................... 128
Filters.......................................................................................................... 128
Wildcards .................................................................................................... 129
Alarm Provider Format ............................................................................ 129
Alarm Query and Filter Format................................................................. 129
Alarm Recovery and Redundancy ................................................................. 129
Chapter 5: Block Select ............................................................................... 131
Station View ................................................................................................ 131
Stations in the Database ......................................................................... 131
Expanded Station ................................................................................... 132
Block View................................................................................................... 134
Report Views ............................................................................................... 135
Interfacing with Control HMI .......................................................................... 137
Block Select Window .................................................................................... 137
Menu Bar............................................................................................... 137
Options Menu......................................................................................... 138
Compound Menu.................................................................................... 139
View Menu............................................................................................. 139
Help Menu ............................................................................................. 140
Station and Block View Tabs.................................................................... 140
Status Bar.............................................................................................. 140
Toolbar .................................................................................................. 140
Compound Toolbar ................................................................................. 141
Touchscreen Toolbar .............................................................................. 141
Understand the Dialog Boxes........................................................................ 142
Find Dialog Box ...................................................................................... 142
Configure Report Dialog Box ................................................................... 145
NEW/EDIT/COPY Report Dialog Box....................................................... 146
Block Select Print Dialog Box .................................................................. 147
Control Menu ......................................................................................... 147
Using Control HMI Block Select..................................................................... 148
Calling/Exiting Block Select ..................................................................... 148
Operating on Compounds and Blocks ...................................................... 148
Configuring Report Views........................................................................ 152
Moving/Resizing a Window ..................................................................... 154
Accessing Windows................................................................................ 155
Chapter 6: States View ................................................................................ 157
Basic Operations.......................................................................................... 158
Navigation ............................................................................................. 158
Value Quality Colors ............................................................................... 159
Device Information ................................................................................. 160
Control HMI Actions................................................................................ 160
Grid Columns ......................................................................................... 161

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Control HMI User’s Guide

Filtering Data and Values ........................................................................ 161

Sorting Data and Values.......................................................................... 163
Export.................................................................................................... 164
States View Panel Details ............................................................................. 166
States View Ribbon and Command Bar.................................................... 166
Navigation ............................................................................................. 169
Sort and Filter Datasource Pane .............................................................. 176
Device Values Pane................................................................................ 179
Status Bar.............................................................................................. 179
Main Grid Area ....................................................................................... 180
Performance Consideration .......................................................................... 181
Deployed Data Size Recommendations ................................................... 181
Page Size Reduction to Improve Performance.......................................... 182
Appendix A: Keyboard Shortcuts ............................................................... 183
Appendix B: Troubleshooting...................................................................... 184
Recovering from Unexpected Control HMI Restart.......................................... 184
Windows with Historian Trend Control Takes Too Long to Open for the First
Time............................................................................................................ 185
Solution 1: Disable an Internet Explorer Security Option ............................ 185
Solution 2: Modify the WindowViewer Configuration File............................ 186
Process Alarm Button Is Not Updating with New Alarms.................................. 187
Workaround ........................................................................................... 188
Glossary ......................................................................................................... 189
Index ............................................................................................................... 191

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Important Safety Instructions Control HMI User’s Guide

Important Safety Instructions

Read these instructions carefully and look at the equipment to become familiar with it
before trying to install, operate, service, or maintain it. The following safety messages
might appear throughout this manual or on the equipment to warn of potential hazards
or to call attention to information that clarifies or simplifies a procedure.

The addition of this symbol to a “Danger” or “Warning” safety message

indicates that an electrical hazard exists that results in personal injury if
the instructions are not followed.
This safety alert symbol that lets you know about potential personal
injury hazards. Obey all safety messages with this symbol to avoid
possible injury or death.

DANGER
DANGER indicates a hazardous situation which, if not avoided, will result in death
or serious injury.
Failure to follow these instructions will result in death or serious injury.

WARNING
WARNING indicates a hazardous situation that, if not avoided, could result in
death or serious injury.
Failure to follow these instructions can result in death, serious injury, or
equipment damage.

CAUTION
CAUTION indicates a hazardous situation that, if not avoided, could result in
minor or moderate injury.
Failure to follow these instructions can result in injury or equipment damage.

NOTICE
NOTICE is used to address practices not related to physical injury.
Failure to follow these instructions can result in equipment damage.

Please Note
Electrical equipment should only be installed, operated, serviced, and maintained by
qualified personnel. No responsibility is assumed by Schneider Electric for any
consequences arising out of the use of this material.
A qualified person is one who has skills and knowledge related to the construction,
installation, and operation of electrical equipment and has received safety training to
recognize and avoid the hazards involved.

B0750AQ, Rev Z 7
Preface Control HMI User’s Guide

Preface
EcoStruxure™ Foxboro™ DCS Control HMI (“Control HMI”) is the user interface to
process displays, alarm monitoring, historical data, and process control compounds
and blocks. This software is part of the Foxboro DCS Control Software (“Control
Software”).
This version of the document applies to Foxboro DCS Control Software 8.0. For
earlier versions of Control Software, see earlier revisions of this document.
The terms controller, control processor, and CP are used interchangeably throughout
this document.

Revision Information
This revision of the document includes these changes:

Throughout • Changed Wonderware to AVEVA to reflect product

rebranding.
• Changed ArchestrA IDE to System Platform IDE to reflect
product rebranding.
• Changed ArchestrA Graphics to Industrial Graphics to reflect
product rebranding.
• Changed Scratchpad Trends to Historian Trends.
• Reorganized content and updated screen images to reflect
the updated product look and feel.
Preface • Updated Preface, page 9.
• Added Foxboro DCS User Documentation, page 10.
• Added AVEVA User Documentation, page 11.
Chapter 1 • Removed topics that do not apply to this version of Control
Software.
• Updated Typical Workflow, page 12.
• Added Runtime Features, page 13.
• Added Configuration Features, page 14.
• Updated Control Software 7.x Migration Support for Legacy
Control HMI User Interface, page 15.
• Removed Startup Control HMI and moved content to
Chapter 3.
• Moved Running Control HMI and FoxView on the Same
Workstation to Chapter 3.
• Moved Sending Commands to FoxView to Chapter 3.
• Added Industrial Graphic Symbol Editor, page 16.
• Added Sending Commands to FoxView, page 29.
Chapter 2 • Removed topics that do not apply to this version of Control
Software.
• Updated Alarms Menu, page 23.
Chapter 3 • Removed topics that do not apply to this version of Control
Software.
• Updated Starting Control HMI, page 27.

B0750AQ, Rev Z 9
Control HMI User’s Guide Preface

• Updated Running Control HMI and FoxView on the Same

Workstation, page 28.
• Updated Starting Control HMI, page 27.
• Updated Configuring Security and Role Permissions, page
27.
• Updated Sending Commands to FoxView, page 29.
• Updated Navigation Browser, page 30.
• Updated Recent Windows, page 36.
• Updated Tag Bar, page 37.
• Updated Launching QBE Using the Graphic Command, page
40.
• Renamed “Scratchpad Trends to Historian Trends, page 42.
• Updated Navigating the Historian Trends Panels, page 44.
• Added Scratchpad Trend and Tool Windows Icons, page 45.
• Updated Using the Time Toolbar, page 49.
• Updated Industrial Graphic Detail Displays, page 62.
• Updated Title Bar Area, page 66.
• Updated User Options and Modes, page 67.
• Updated Views, Blocks, and Parameter Actions, page 68.
• Updated Detail Views, page 68.
• Updated Parameter Actions, page 69.
• Updated Available Tab Pages, page 69.
• Removed Mode Options and subsections.
Chapter 4 • Removed topics that do not apply to this version of Control
Software.
• Updated Alarm Bars, page 92.
• Updated Use Pre-Defined Time Range, page 115.
• Updated Use Custom Time Range, page 116.
• Added new section: Alarm History Panel, page 120.
Glossary • Added Glossary.

Related Documents
Foxboro DCS User Documentation
• Access Manager User's Guide (B0750AD)
• Control Software Deployment Guide (B0750BA)
• DeviceNet Network Implementation Guide (B0750CH)
• Framer and Alarm Management User’s Guide (B0750AR)
• System Manager v2.1.6 and Earlier User’s Guide (B0750AP)
• Window Construction User's Guide (B0750AS)
Find the latest versions of these documents on the Global Customer Support website
at https://pasupport.se.com (registration required).

10 B0750AQ, Rev Z
Preface Control HMI User’s Guide

AVEVA User Documentation

Control Software is based on the AVEVA™ System Platform architecture and
incorporates several AVEVA products. Relevant AVEVA documentation is installed
with this software and is available in these locations:
• Documentation: Start > AVEVA Documentation
• AVEVA Online Help: Start > AVEVA > AVEVA Help
• Documentation folder at D:\Program Files\ArchestrA\Framework
\Docs...

Schneider Electric Products Mentioned in this Document

EcoStruxure ™ Foxboro™ DCS
EcoStruxure ™ Foxboro™ DCS Control Core Services (“Control Core Services”)
EcoStruxure™ Foxboro™ DCS Control Editors
EcoStruxure™ Foxboro™ DCS Control HMI
EcoStruxure™ Foxboro™ DCS Control Software
EcoStruxure™ Foxboro™ DCS Fieldbus Modules
EcoStruxure™ Foxboro™ DCS FoxView/ FoxDraw
EcoStruxure™ Foxboro™ DCS Historian
EcoStruxure™ Foxboro™ DCS System Manager
H92 EcoStruxure™ Foxboro™ DCS Standard Workstation

Global Customer Support

For support, visit https://pasupport.se.com (registration required).

We Welcome Your Comments

To help us improve documentation, we want to know about any corrections,
clarifications, or further information you would find useful. Send us an email at
[email protected].
This email address is only for documentation feedback. If you have a technical
problem or question, contact Global Customer Support, page 11.

B0750AQ, Rev Z 11
Control HMI User’s Guide Chapter 1: Introduction to Control HMI

Chapter 1: Introduction to Control HMI

Control HMI is a managed InTouch Application that is maintained and deployed from
the System Platform IDE. This chapter introduces and discusses the applications and
configurators accessible from Control HMI.

Typical Workflow
The typical workflow is:
1. Edit the Control HMI $Template from the System Platform IDE template toolbox.
2. Test changes to the $ControlHMI Template before deploying changes to operator
workstations. Open WindowMaker and click Runtime to test the changes locally
in the runtime environment. This does not require deployment.
3. Use the Control HMI Framer application to manage user and station-based
runtime layouts, user permissions, and general features and functionality. Control
HMI Framer settings are accessed from System Platform IDE. The $ControlHMI
template does not need to be opened in WindowMaker. Right-click the
$ControlHMI Template to open IDE.
4. When changes to Framer and the ControlHMI application are tested and checked
in, update operator workstations by redeploying the Control HMI instances on
each workstation.
5. Create and assign the instances to ViewApp Engines on each station.
6. Deploy instances of $ControlHMI template to operator workstations.
For read-only runtime, create an instance of the Read-Only View Engine and
deploy an instance of the Control HMI $Template.

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Chapter 1: Introduction to Control HMI Control HMI User’s Guide

NOTE:
• The Managed Control HMI Application supports the use of Industrial Graphics
and Situational Awareness (SA) Libraries.
• InTouch WindowMaker need not convert the application resolution when
opened in different resolutions. If the application is opened in a different
resolution, select No when asked whether to convert the application.
• To reduce application size, the managed application contains three sets of
Detail Displays. The five sets of Detail Displays that are not a part of the
default set are available in the workstation and can be imported back into the
HMI application.

Runtime Features
• Control HMI provides access to the running plant environment. Control HMI
includes windows for monitoring and servicing alarms, navigation windows for
accessing user-built content, windows for viewing historical alarms and process
values, and detail display windows for viewing and servicing control blocks
created in the DCS system.
• Navigation support for user-created windows and content.
• Historian Client Trend windows for accessing historical process values.
• Windows for reviewing and servicing alarms.
◦ Runtime - Process Alarms
◦ Runtime - Device Condition messages
◦ Runtime - Recent System events and messages
◦ Historical - Alarm Logger Databases
◦ Historical - Historized DCS alarm messages
• Control HMI Framer application is used to manage user and station-based
runtime layouts, user permissions, and general features and functionality. Access
Control HMI Framer settings from the System Platform IDE. You do not need to
open the Control HMI $Template from WindowMaker. In the IDE Template
toolbox, right-click Control HMI $Template, then select Framer.
The Control HMI Framer application provides the ability to:
◦ Define the appearance of the runtime.
◦ Define user and station based navigations of created windows and folders.
◦ Define user permissions and grant access to Control HMI features and
functionality.
◦ Define default alarm queries, annunciation, and horns.
◦ Create multiple definitions and deploy them to different areas or operator
workstations.
• Control HMI and FoxView can run on the same station, at the same time. For
more information, see Running Control HMI and FoxView on the Same
Workstation, page 28.
◦ Only one alarm sub-system can be active. During the system configuration,
select the Foxboro DCS Alarm Manager or Control HMI Alarm Server.
◦ The Control HMI Process and System buttons will show the alarm state of
either alarm subsystem.

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Control HMI User’s Guide Chapter 1: Introduction to Control HMI

• Provides access to other external tools for managing and servicing the system.
◦ Block Select utility for viewing the status of deployed Control Blocks and
Componds. Using Block Select, you can open highly detailed windows of
selected blocks and compounds, allowing you to view and maintain block
settings and control of the process.
◦ Alarm Shelving Utility or Alarm Shelving Tool (if installed).
◦ System Manager for interfacing with the Control Core Services hardware. For
more information, see System Manager v2.1.6 and Earlier User’s Guide
(B0750AP).
◦ Troubleshooting tools such as the System Platform Logger and the System
Platform Object Viewer.
◦ Quick Block Editor for quick access to the Control Editors for selected control
blocks.

Configuration Features
Control HMI also includes a library of Industrial Graphics and templates for creating
process control windows, in addition to libraries and examples for customizing the
layout of the runtime Control HMI.
• You can create customized copies of Control HMI content to replace the default
Control HMI content. This includes:
◦ Modern UI headers and menus
◦ Industrial Graphic Detail Displays
◦ Alarm Panels
Control HMI and FoxView can communicate through the use of OM Variables.
• Use the ITCMD OM variables to communicate to the Control HMI.
• Use the DCCMD OM variables to communicate to the FoxView.
Control HMI supports the ability to run in Read-Only mode.
• An instance of the Control HMI can be deployed to a Read-Only View Engine.
• This instance is always Read-Only and requires a Read-Only license to run.

Control Core Services Hardware

Your Control Core Services system can include these hardware items:
• Foxboro Fieldbus modules, fieldbus processors, and power modules
• Legacy modular industrial workstations
• Personal workstations (PWs, not laptops)
• Application workstations
• Multi-monitor workstations
• Pointing devices, including mice, trackballs, or touchscreens
• Printers
• Annunciator keyboards
• Data storage devices
Workstations can support:
• Four annunciator keyboards
• Four annunciator keyboard horns

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Chapter 1: Introduction to Control HMI Control HMI User’s Guide

• Two console horns

Multi-monitor Workstations
A Control Core Services workstation can support multiple monitors. The Control HMI
supports one, two, or four monitor setups. For more information, see Framer and
Alarm Management User’s Guide (B0750AR).
When configuring for multiple monitors, the AVEVA Intouch HMI requires these
conditions to be met. Any deviation might have unexpected results on the appearance
and layout of the Control HMI.
• All monitors must have the same desktop resolution.
• Monitor 1 must be the top and left most monitor. Additional monitors are
numbered from left to right, then top to bottom.
• The Wonderware Win.ini file, for each user account, must have the InTouch
multiscreen setting set to 1.
When configured for multi-monitor operation, standard monitors share a single
keyboard and pointing device, and the cursor moves from one screen to the other
screen.

Monitor Resolutions
The Control HMI supports 1920x1080 desktop resolution. When migrating from an
older system, you can choose to continue using the older Control HMI user interface,
which also supports 1280x1024 desktop resolution.

Control Software 7.x Migration Support for Legacy Control

HMI User Interface
The Control HMI has a modernized UI and modern UI features. the modernized UI
only support widescreen 1920x1080 resolution.
You can choose to continue to use the legacy UI. However, the modern UI features
are not supported. The legacy UI style continues to support both widescreen and
legacy 4:3 screen resolutions.
The legacy style Control HMI UI supports two different resolutions. This is
accomplished through the definition of station styles. All workstations and remote
terminals must be assigned to a style. By default, all stations belong to the default
style of the install application. No additional configuration is needed. Stations that are
not using the default style are the only stations that need to be configured.
See Framer and Alarm Management User’s Guide (B0750AR) for details on
configuring styles and StyleGroups.
The Control HMI application defaults to widescreen station style.
With stations styles you can:
• Place 4:3 formatted windows on each monitor.
• Customize menu extensions and function bars for each monitor.
• Define detail display locations.
• Add custom features to station styles.

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Control HMI User’s Guide Chapter 1: Introduction to Control HMI

Control HMI also supports migrated windows from legacy 4:3 applications and the
ability to display widescreen formatted windows. All windows must be assigned to a
window style. By default, all windows belong to the default style of the application.
Windows that are not using the default style are the only windows that require
configuring. See Framer and Alarm Management User’s Guide (B0750AR) for details
on configuring WinStyles and window assignments.
Key Window Style Features:
• Automatic placement of 4:3 formatted windows on each monitor.
• Automatic user notification when viewing 16:9 windows on 4:3 stations.
• Custom features for window styles.

Configurators
Use these configurators to create and configure Control HMI functions and create and
configure content for display on the Control HMI:
• Industrial Graphic Symbol Editor
• WindowMaker
• Control HMI Framer

Industrial Graphic Symbol Editor

The Industrial Graphic Symbol Editor is a modern design tool used to create symbol
library components and larger full process display level symbols. We recommend that
all runtime windows are built as Industrial Graphic Symbols. Graphic symbols have
additional benefits compared to creating process windows using the WindowMaker
application:
• Support newer technologies and security
• Easier to create and maintain
• Support multiple users creating symbols at the same time
• Automatic migration
• True link and propagation of change support
To view Industrial Graphic Symbols in the Control HMI, they must be embedded into a
WindowMaker window.

WindowMaker
The Control HMI is an InTouch HMI View application that is created and maintained by
the InTouch WindowMaker Software. This tool is used to create additional process
windows that can be accessed through the Control HMI framework and navigation
browser.
We recommend to first create the process window as a single industrial graphic. From
the WindowMaker, create a new window and link, or embed, the Industrial Graphic
Symbol into the InTouch window. Additionally, windows can be arranged and
organized into different folders that represent different plants, areas, or equipment.
The Control HMI’s Framer application can be used to set access permission on
windows and folders created in WindowMaker. It can also be used to change the
Control HMI runtime layout and functionality for different users and workstations.

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Chapter 1: Introduction to Control HMI Control HMI User’s Guide

Framer
Use the Control HMI Framer tool to configure the general functions of the user
experience. You can create and deploy different configurations to different
workstations. To launch Framer from the IDE, right-click Control HMI $Template in
the Template Toolbox, then click Framer.
Use Framer configurations to:
• Create navigation treeviews and assign the user location based access.
• Assign windows to the Control HMI’s navigation panel. The navigation panel
monitors the assigned alarm states of windows and communicates the alarm
state to the main Control HMI user interface.
• Assign windows and alarm tags to hardware annunciator keys and to the
navigation panel.
• Create alarm queries used by the Alarm Server to monitor the alarms received by
the station.
• Configure role-based permissions for accessing Control HMI features.
• Override the default graphics used in the Control HMI user interface. This
includes alarm panels and the main Control HMI user interface header.
• Define different monitor layout configurations.
• Assign created configurations to different workstations and groups.

Read-Only Mode
Control Software contains a Read-Only View Engine. Instances of Control HMI that
are deployed to this View Engine will run in Read-Only mode. When in Read-Only
mode:
• There is no access to the Tools menus and applications such as BlockSelect and
PLB Monitor.
• Users cannot acknowledge alarm or silence and mute horns.
• Alarm Panel actions for managing alarm states are disabled.
• Writing to all external connections are disabled.
• All permissions related to Alarm Management, writing data, or accessing tools are
overwritten and set to false.
• Custom alarm queries, filters, and scratchpad setups are disabled.
To create and set up a Read-Only Control HMI, see Control Software Deployment
Guide (B0750BA).

B0750AQ, Rev Z 17
Control HMI User’s Guide Chapter 2: Main Window and Menus

Chapter 2: Main Window and Menus

This chapter explains the general layout of the Control HMI’s main window and its
features.

Control HMI Main User Interface

The Control HMI default user interface has these key areas and features.

A Control HMI header (menu bar) that provides access to alarm status and information navigation,
quick access to tools, customizable menu system, and user login and information.
B Area where process windows appear.
C Customizable function bar where users can add additional content and information for operators.
D Basic status bar that shows navigation panel information and time.

Control HMI Header (Menu Bar)

The header (menu bar) is a single Industrial Graphic symbol that can be duplicated,
modified, and assigned in Framer to replace the default header. For more information,
see Window Construction User's Guide (B0750AS).
The default header has these areas and functions:

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Chapter 2: Main Window and Menus Control HMI User’s Guide

A Logo and Quick Access Toolbar

Default Quick Action buttons from left to right:

• Home — Shows initial displays that are configured in Framer > Monitor Layouts
• Open the previous window that was shown in this monitor
• Print a screen shot of the runtime using the command configured in Framer > Configuration >
PrintAction
• Open Block Selec
• Open Foxboro DCS System Manager
• Open Historian Client (Scratchpad) trend panel
• Open Control HMI Watch Panel
• Open States View
• Open help
• Open runtime preferences dialog
B Alarm and Session information

The alarm Information section shows:

• The local alarm provider and its status. If redundant alarm providers are configured in Framer, both
alarm providers will appear. Select the alarm provider to show alarm counts.
• The Alarm Counts section shows the alarm count for the selected alarm provider.
◦ Number of unacknowledged alarms
◦ Number of acknowledged alarms
◦ Number of unacknowledged alarms that have returned to a normal state
◦ Total count of alarms
The Session information shows:
• The session type for console and remote. The remote session number is shown if you are in a
remote session. The session number identifies which ITCMD variable the Control HMI uses to
communicate with external application like FoxView.
• Local station name
• Remote client name
• System time and date

• Click the icon to show the Control HMI Help About dialog.

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C Navigation and Alarm Status

Features from left to right:

• Open the Navigation treeview browser.
• Status of Process alarms. Click to open the Process Alarm Panel.
• Status of System alarms. Click to open the System Alarm Panel.
• Status of window alarms assigned to the Control HMI Navigation SoftPanel. Click to open the
Navigation panel.
• Drop down list of users assigned favorite windows. Select a window to open.
• Drop down list of recent windows that were opened on this monitor. Select a listed window to
reopen it.
D Tag Information and Action Bar

When the MENUS action tab is not selected. The Tag bar is shown.
Features from left to right:
• The Selected Tag name. Action buttons to the right reflect the available actions that can be
executed on this tag.
• Drop-down list of recent selected tags.
• Open the detail display for the selected tag in the next available position or use the dropdown to
open the display in a selected location.
• Open the user display that this tag is assigned to. For information about assigning tags to windows,
the navigation panel, and annunciator configurations, see Framer and Alarm Management User’s
Guide (B0750AR).
• Open the source detail display for the selected tag parameter.
• Activate the Quick Block Editor tool to open the strategy and block editor in the system platform
IDE.
• Open the configured Alarm Shelving Utility or Alarm Shelving Tool

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E Customizable Control HMI Menus

When the MENUS action tab is selected, the Control HMI menus are shown.
The Control HMI Menu is a set of configurable menus that can provide different actions and tools to
different users and workstations.
• For descriptions of default operations, see Chapter 3: Using Control HMI, page 27.
• For instructions on creating custom menus, see Window Construction User's Guide (B0750AS).
F Login and Action Tag

This section of the head shows:

• The current logged in user. Click to open the login dialog.
• Minimize the Control HMI.
• Close and Exit the Control HMI.
• Menus tab for switching the action bar between Menus and the Tagbar. Additional tabs and actions
can be added using the custom header graphics. For more information, see Window Construction
User's Guide (B0750AS).

Control HMI Menus

The Control HMI menus are accessed by selecting the Menus action tab. When
selected, the green action bar displays the menus available to the current user.
The Control HMI menus are customizable and can show different menus based on the
roles of the current logged-in user. For information on creating and modifying menus,
see Window Construction User's Guide (B0750AS).
• Logged-in users that have Administrator or FCSEngineering roles have a full
menu set.

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• Logged in users without Administrator or FCSEndineering roles have a reduced

menu set that does not include the engineering tools and utilities.

• If no user is logged in, the Control HMI shows a basic menu.

File Menu
The File menu consists of:

Login Open the Control HMI login dialog.

For more information, see Logging in to Control HMI,
page 28.
Print Screen Executes the print screen action that is configured in
Framer > Configuration > PrintAction.
Shutdown Workstation Provides a menu of Workstation Shutdown actions.
These items are listed:
• Shudown Workstation
• Reboot Workstation
• About
• I/A Series (Control Core Services) Startup
option
Restart Application Restarts the Control HMI.
Exit Application Closes and exits the Control HMI.

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Alarms Menu
The Alarms menu contains menu items for showing the different Alarm Panels.

Process Alarm Panel Shows Active Process Alarms.

For more information, see Runtime Alarm Panels, page
95.
System Alarm Panel Shows recent events and messages.
For more information, see Runtime Alarm Panels, page
95.
Device Condition Panel Shows Asset Management and Device Condition
messages.
For more information, see Runtime Alarm Panels, page
95.
Alarm DB Panel Shows alarm messageswhich are historized in the
Alarm DB Logger Manager.
For more information, see Historical Alarm DB Panel,
page 113.
Alarm History Shows alarm messages which are historized in the
AVEVA Historian.
For more information, see Alarm History Panel, page
120.

The Alarm Shelving Utility and Alarm Shelving Tool appear in the Alarms menu when
they are installed and configured. When ASU or AST are enabled, these menu items
are available.

Alarm Shelving Utility(a) Opens the System Advisor Alarm Shelving Utility (ASU).
ASU replaces the Alarm Shelving Tool’s function when it
is installed and enabled. For more information, see
Alarm Shelving Utility User’s Guide (B0750HC).
Alarm Shelving Tool(b) Menu
Configure Opens the Alarm Shelving Tool (AST) configuration
interface used to configure the AST software. You must
be logged in as an AST Engineer to access this option.
For more information, see Alarm Shelving Tool (AST)
Software Configuration and Administration Guide
(B0700CZ).

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Tag Search Opens the AST Tag Search interface used to search all
compounds blocks on the control network for potential
shelving/unshelving targets. For more information, see
Alarm Shelving Tool (AST) Software Configuration and
Administration Guide (B0700CZ).
Summary Opens the AST Summary Statistics interface used to
provide a quick look at the resources that dedicated to
alarm shelving. For more information, see Alarm
Shelving Tool (AST) Software Configuration and
Administration Guide (B0700CZ).
Shelved Alarms Opens the AST Currently Shelved Alarms display used
to view all shelved alarms on the control network. For
more information, see Alarm Shelving Tool (AST)
Software Configuration and Administration Guide
(B0700CZ).
(a) The Alarm Shelving Utility is available only if it is installed and configured.
(b) The Alarm Shelving options in the Tools menu are available only if the Alarm
Shelving Tool is installed and configured.

For more information on alarm concepts, alarm handling, and the operator interface
with alarms, see the InTouch User’s Guide..

Views Menu
The Views menu contains menu items for showing the different Control HMI utility
panels.

States View Shows the State View panel for monitoring electrical
systems.
For more information, see States View Panel Details,
page 166.
Watch Panel Shows the Watch panel for adding and monitoring user
assigned references.
For more information, see Watch Panel, page 41.
Historian Trends Shows the Historian Client (Scratchpad) Trend panel for
viewing trends of historized data points.
For more information, see Historian Trends, page 42.

Utilities Menu
The Utilities menu provides access to various tools and utilities.

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Block Select Open Block Select to access controllers and

deployed compounds and blocks.
For more information, see Chapter 5: Block
Select, page 131.
PLB Monitor (not shown) Accesses the PLB Monitor to interact with the
PLB ladder logic blocks.
See notes.
System Platform IDE Opens the System Platform IDE to configure the
Control HMI application objects and the control
database. For more information, see Control
Software Deployment Guide (B0750BA) and the
AVEVA user documentation.
Operations Control Management Accesses the Operations Control Management
Console (OCMC) Console for performing a wide range of
database and system configuration services.
Object Viewer Opens the System Platform Object Viewer for
reviewing performance and diagnostic
information about Application Objects and the
IADI Device integrator.
For more information, see the AVEVA user
documentation. .
Configure Modbus Opens the Modbus Port Configurator window to
Device configure the program to meet plant modbus
specifications. For more information, see
Modbus Communication Interface Module
(FBM224) User's Guide (B0400FK).
Modbus Port Opens the Modbus Port Configurator window to
configure the program to meet plant modbus
specifications. For more information, see
Modbus Communication Interface Module
(FBM224) User's Guide (B0400FK).
Profibus Port Opens the FBM Port Configuration window to
configure the program to meet plant profibus
specifications. For more information, see
PROFIBUS-DP Communication Interface
Module (FBM223) User's Guide (B0400FE).

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Profibus Slave Opens the FBM Port Configuration window to

configure the program to meet plant profibus
specifications. For more information, see
PROFIBUS-DP Communication Interface
Module (FBM223) User's Guide (B0400FE).
File Explorer Opens the Windows File Explorer.

NOTE:
• The PLB Monitor menu item is available only when Exceed is installed on the
station. If Exceed is not installed, the PLB Monitor menu item is not shown.
Exceed is part of an optional Control Core Services package.
• All utilities, except for the PLB Monitor, are disabled when using a Read-Only
License. When Control HMI is running in Read-Only mode, the PLB Monitor
menu item opens the PLB Monitor application in View-Only mode.
• Block Select is the only utility available to non-administrators or FCS
Engineering roles.

Help Menu
The Help menu contains information about the Control HMI.

QuickKeys Opens a dialog box that shows available QuickKeys support.

About Opens a dialog box to show installed software versions and
quick fixes.

To access the Control HMI User's Guide (B0750AQ), click the Help icon in the
Control HMI Quick Access toolbar.

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Chapter 3: Using Control HMI

When using Control HMI, you might not have access to all application menu entries.
Menu access permissions are configured with the Framer application.

Starting Control HMI

Control HMI runs on Control Software operator and engineering workstations that
have Control Core Services installed and meet the minimum system requirements as
described in the release notes.
Control HMI is automatically started when a user logs into the Operator workstation.
Control HMI runs in the AVEVA InTouch WindowViewer application. Users must log
into the Control HMI to access most features. If the Control HMI is configured to OS
User or OS Group mode security, the Control HMI will automatically attempt to log in
the current OS User. See the Configuration properties in Framer and Alarm
Management User’s Guide (B0750AR).
• If Control HMI does not start automatically, verify that the AVEVA InTouch
Application Manager shows a deployed Control HMI and that it is selected.
• To manually launch Control HMI, go to:Start > Foxboro DCS Control Software
> View and Alarm Server.
• If Control HMI still does not start, verify Control HMI is selected in Start > AVEVA
InTouch HMI > Application Manager. Select the Control HMI and launch the
WindowViewer.
When started from a client workstation or on a server designated console session,
Control HMI will launch the Control HMI’s Alarm Server. Alarm Server monitors alarms
that the station receives by using queries and settings that are configured in the
Control HMI’s Framer application. The Alarm Server is responsible for sounding alarm
horns, managing annunciator alarm states, managing the Control HMI Process and
System alarm status, and showing configured window alarm states in the Control HMI
Navigation panel.
NOTE: When running the Control HMI from a remote session, the Process and
Systems status indicator might appear in the cyan state. This might be due to the
Alarm Server not starting on the console session. Review the OCMC logs for
information messages.

Configuring Security and Role Permissions

• Configure Galaxy Security from the AVEVA System Platform.
Navigate to Galaxy > Configure > Security.
• Enable security and security authentication settings. Control HMI Security
settings are configured from Framer Configuration.
Control HMI Security settings must match Galaxy security settings. Otherwise,
operators logging in will not have the same settings.
• Configure role permissions in Framer Permissions.
Control HMI features are permitted based on the roles of the logged in operator.
For information about configuring security for the system platform and Control HMI,
see Framer and Alarm Management User’s Guide (B0750AR).

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Logging in to Control HMI

To log in manually, click the Operator icon in the upper right corner of the Control HMI
header, or turn on Menus and select Login from the File Menu.

The Control HMI Login dialog box appears.

1. Enter the domain if using a domain controller. Do not enter a domain name if
running in a local workgroup.
2. Enter your username and press Enter.
3. Enter your password and press Enter. If the user password is empty, click Login.

Control HMI will attempt to login when the password is entered. The dialog box will
automatically close if the login is successful. Otherwise, an unsuccessful attempt
message will appear.
If log in is not successful, open the OCMC Logger to review messages.

Running Control HMI and FoxView on the Same Workstation

You can configure Control HMI and FoxView to run on the same workstation.
However, a workstation can run only one alarm subsystem. Decide which alarm
management subsystem to use and configure the system by using the Common
Configurator. For more information, see Control Software v8.0 Installation Guide
(B0750TP).
These Control HMI features are affected when the FoxView alarm system is
configured to run:
• Alarm panels will no longer show alarms receive by the local workstation. The
Alarm Panel queries can be configured in Framer to view alarms received by
other stations. Please note that the Process and System button alarm states are
connected to the local station and may not be in sync with alarms shown in the
alarm panel.

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• Control HMI Framer cannot be used to configure Horns and Annunciator panels.
You need to use FoxView tools and utilities to configure Horns and Annunciators.
Annunciator panels and horns will be managed at runtime through FoxView and
the Alarm Manager displays.
• Control HMI Framer cannot be used to configure InTouch windows associated
with alarms. This feature is used in Annunciator panel configuration and when
selecting an alarm in the Alarm Panels to open the associated user display.
• Remote Desktop Server Clients (or Thin Clients) have to use the same
configured alarm subsystem as the Server station.
• Control HMI System and Process Alarm indicators will continue to show current
alarm states.
• ITCMD and DMCMD OM (Object Manager) variables are used to send supported
commands between FoxView and Control HMI. For instance, a button in FoxView
can be configured to open Control HMI windows in the WindowViewer. This
command will open “MyWindow” and then opens an AIN Detail Display faceplate
for “MY.AIN” in the Control HMI InTouch application:
ITCMD = “showwin MyWindow; stddisp MY.AIN AIN”
ITCMD and DMCMD OM (Object Manager) variables are used to send supported
commands between FoxView and the Control HMI.

Sending Commands to FoxView

1. To temporarily connect the Control HMI runtime to FoxView, add a tagname to the
Control HMI Watch Panel to create a connection.
In this example:

HY1W03 is the virtual machine (VM) name where Control HMI is running.
DMCMDis the command to send instructions from Control HMI to FoxView.
2. Launch the display in FoxView from Control HMI using the command stddisp
<COMPOUND:BLOCK>.
In this example:

Stddisp is the command to launch the faceplate.

COMPND1 is the compound name.
AIN is the block name.
Here is an example of an AIN block faceplate that was launched from the Control
HMI.

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For information about configuring InTouch, Industrial Graphic, and FoxView

animations, see Window Construction User's Guide (B0750AS).
For information about FoxView, see FoxView Software User’s Guide (B0700FC).

Control HMI Features

Navigation Browser
The Control HMI Navigation Browser shows a customizable treeview of the folders
and windows that are created in WindowMaker. This browser is the operator’s main
access point for opening available windows.

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A Expand all nodes.

B Collapse all nodes.
C Redirect the windows to open on a different monitor. Select the monitor
from the list of available monitors.
(This is not shown on single monitor systems.)
D Refresh the treeview after deploying new windows.
E Pin the browser window to keep it from automatically closing after
opening a new window.
F Close the Browser
G Show the name of the selected window.
H Click Search Up to navigate up the page for the next match.
I Click Search Down to navigate down the page for the next match
J Click Find > Enter to search for a matching string in the window list.
K Open the selected window on the designated monitor.

Control HMI will show the same windows treeview as seen in WindowMaker, without
any additional configurations. It does not list Control HMI specific windows and
templates.
Customized navigation views can be created using Control HMI’s Framer Navigation
Browser configurator. The navigation browser configurator is used to create a custom
view and assign user and station-based access rules to folders and windows. For
more information, see Framer and Alarm Management User’s Guide (B0750AR).

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The navigation browser will only show windows and folders that the station, or user,
has permission to access. For more information, see Window Construction User's
Guide (B0750AS) and Framer and Alarm Management User’s Guide (B0750AR).
To open a window, double-click on the window name, or select the window and click
Show. The browser window will automatically close. Click Pin to keep the navigation
browser open.

Redirecting Windows to Other Monitors

To open a window on another monitor:
1. Select the monitor destination from the menu in the browsers top toolbar.

2. Double-click on the window name to open the window on the selected monitor.

Navigation SoftPanel
SoftPanel, located on the Control HMI Action Bar, shows the alarm status of windows
assigned to the Navigation SoftPanel. Click SoftPanel to show the Navigation Soft
Panel.

The panel is divided into 3 levels: Areas, Cells, and Units. There are 12 Areas at the
top level. Each Area has its own set of 12 Cells and each Cell has its own set of 12
Units. Every Area, Cell, or Unit can be assigned a window and alarm using the
Framer. All active alarms propagate up to their parent level, which enables the
operator to find and identify windows in alarm easier.

Additional information on the navigation hierarchy is available in Framer and Alarm

Management User’s Guide (B0750AR).

General
Keys in the navigation panel show the assigned windows configured in Framer. The
keys will flash red or green if there is an active, unacknowledged alarm assigned to
the windows in each key.

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All unit alarms are propagated up to the parent cell keys. Cell alarms are propagated
to the area keys, and area alarms are propagated to the SoftPanel indicator in the
Control HMI action bar.

Item Description
Selection or Current Navigation Location.

Highlighted
A window is assigned to this key.

Light Gray
No window is assigned to this key but a window has
been assigned to one of it sub-units.

Dark Gray
No window or sub-unit is assigned.

Subdued
The window assigned to this key or one of its sub-
units has an active unacknowledged alarm.

Red Flashing
The window assigned to this key or one of its sub-
units has an active alarm that has been
acknowledged.
Red Solid
The window assigned to this key or one of its sub-
units has an unacknowledged alarm that is no longer
active.
Green Flashing
This key has been selected.

Current Navigation Location (not selected).

Navigating in the SoftPanel

Select panes in a horizontal Navigation Panel using:
• Mouse
• Ctrl+Arrows
• Ctrl+Function

Selecting Panes with a Mouse

Click Window to open the navigation panel.
• Select an Area to view the list of Cells that are assigned to the Area.
• Select a Cell to view the list of Units that are assigned to the Cell.

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• Select a Unit to view the assigned window.

• Click any assigned Area or Cell to move back to any previous level.

Selecting Panes with Ctrl+Arrow

Click Window to open the navigation panel.
• Press Ctrl+Left or Ctrl+Right to view assigned Cells of each Area.
• Press Ctrl+Down to select the Area.
• Press Ctrl+Left or Ctrl+Right to view assigned Units of each Cell.
• Press Ctrl+Down to select the Cell.
• Press Ctrl+Left or Ctrl+Right to move the cursor to a Unit.
• Press Ctrl+Down to open the window.
• Press Ctrl+Up to navigate back to any previous level.
NOTE: The Navigation Panel does not have to be open to use these key
combinations.

Selecting Panes with Ctrl+Function

Click Window to open the navigation panel.
• Press Ctrl+F1 through F12 to select AREA 1 through 12.
• Press Ctrl+F1 through F12 to select CELL 1 through 12.
• Press Ctrl+F1 through F12 to select and open the window assigned to UNIT 1
through 12.
• Press Ctrl+Up to navigate back to previous level.
NOTE: The Navigation Panel does not have to be open to use these key
combinations.

Opening Windows Assigned to an Area or Cell

Press Ctrl+A to show an Area window, and press Ctrl+G to show a Cell window:
NOTE: The Navigation Panel does not have to be open to use these key
combinations.
Alternatively, you can perform these steps:
1. Click Window to open the navigation panel.
2. Select an AREA, then a CELL, and then a UNIT.
The Area and Cell assignments are shown on the left side of the Navigation
Panel.
3. Select the Area or Cell listing on the left to open the window.

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Opening the Site Window

Press Ctrl+Home to open a site window.
Alternatively, click Window to open the navigation panel, and then click on the label
that appears in the navigation panel title bar.

Favorites
The Favorites menu contains the list of favorite windows assigned by the user.

Each Control HMI operator can have their own list of favorite windows. Windows are
assigned to the favorites list from the Navigation Browser. Open the Navigation
Browser and right-click on the window name and select Assign Favorites.

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This will open the Assign Favorites dialog box.

Click any Shft+# to assign the window. This dialog box remains open until it is closed.
Users can select other windows in the browser and assign them to a different Shft.
Windows are saved to the key automatically. Close the dialog box when assignments
are complete. To remove a window, click the X next to the window’s name.

Recent Windows
The Recentmenu contains a list of windows that have been opened on each separate
monitor. The recent list, on monitor 1, contains a list of windows that were opened on
monitor 1. Monitors 2–4 have their own separate list.

Select one of the listed windows to reopen it. Not all windows are added to the list.
Windows added to the list include:
• InTouch Replace type windows that are open via the Control HMI’s Show quick
function.
• InTouch windows that are opened from the Control HMI navigation browser.
Windows not added to the list include:
• InTouch Overlay and Popup type windows.
• Windows opened using the standard InTouch Show functions and animations.

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Block Select
Block Select provides a view of deployed Foxboro DCS controllers, compounds, and
blocks. Operators can use Block Select to open compound and block detail displays
(for more information, see Detail Displays, page 60). Block Select can also be used to
review the control database and generate reports. For more information, see Chapter
5: Block Select, page 131.

Block Select can be opened by clicking Block Select in the Control HMI Quick Access
toolbar, or by selecting Block Select from the Control HMI’s Utilities menu.

Tag Bar
The Control HMI Tag Bar is located on the Control HMI Action bar and provides
access to utilities and features that are related to a selected or entered tag reference.

When a Foxboro DCS IO reference is selected or entered into the tag name field, the
Control HMI collects information about the tag and enables tag related features that
are available to the current operator.

Tag Name An operator can select a tag from the Control HMI detail
display or enter the name of a tag. This field shows the last
tag that was entered or selected. For more information, see
Window Construction User's Guide (B0750AS).
Recent Tags Menu Click the down arrow to open a list of recent, selected, or
entered tags. Select any item to show it in the tag name field.
Open Detail This is enabled if the current tag is a valid Foxboro DCS IO
Displays reference. Click this to show the detail display in the next
available faceplate location.
Faceplate Displays Use this menu to show a detail display in specific faceplate
Grid grid location.
Assigned User This will open a user assigned display if the references were
Display configured in Framer. It will show the block detail display if it
has not been assigned to a display.

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Show Source This is enabled if the entered IO reference has a source

Detail Display block configured. A tooltip will show the name of the source
compound block parameter.
Quick Block Click this to open the Control Strategy and the block editor of
Strategy Editor the current tag. For more information, see Quick Block Editor
(QBE), page 39.
Alarm Shelving If installed, the Alarm Shelving Tool or ASU shelves the
Tool or Alarm selected control block compound block alarms.
Shelving Utility
(ASU) For more information about the legacy Alarm Shelving Tool,
see Alarm Shelving Tool (AST) Software Configuration and
Administration Guide (B0700CZ).
EcoStruxure Alarm Shelving Utility (ASU) is a supplemental
utility for EcoStruxure System Advisor - Process Control that
provides comprehensive alarm shelving for systems. See
Alarm Shelving Utility User’s Guide (B0750HC).

Tagname Field
Entering a Control Block Tag

1. Enter the COMPOUND.BLOCK.PARAMETER in the Tagname field.

2. Press Enter.

When the entered point is a control block tag, Faceplate Map and Source will
become active.

Manually Entering a System Platform Application Object Reference

1. In Tagname, enter the Galaxy:AppObject.Attribute.

2. Press Enter.
NOTE: Application objects are also referred to as AppObject.

Recent Tags Menu

This is a list of tags that have been used to open a faceplate or assigned to the Watch
Panel.

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Faceplate Detail Display Grid

Use the detail display grid to open a detail display in one of the eighteen predefined
locations. The detail displays available are limited to the current control block
compounds and blocks shown in the tag bar.

Quick Block Editor (QBE)

A Tagname
B Edit Block

The Quick Block Editor (QBE) is part of the Control HMI Tag Bar. Clicking Edit Block
from the CHMI launches the Control Editors of the selected block in the IDE for
Control Software. This helps eliminate the need to manually search for the controller
compound or strategy that contains the block in the IDE to launch its editor.
If you have the IDE permission configured in Framer, you can access the QBE
through on of these methods:
• CHMI Tag Bar
• InTouch Scripts
• Graphic Commands
• Preference Commands
When you use the QBE it:
• Launches the IDE.
• Brings the IDE to the foreground if it is running in the background.
• Maximizes the IDE if it is minimized.
The QBE always opens the editor for the selected block in the Blocks tab of the
Strategy Editor of the IDE.
NOTE: You might need to enter a valid username and password when using the
QBE depending on your security settings.

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Launching QBE from the Control HMI Tag Bar

1. In the Control HMI window, enter a valid DCS tag in the Tag Bar and press
Enter.
If you selected a valid DCS tag and the deployed block exists, the Edit Block
menu item is enabled.

A Tagname
B Edit Block

2. Click Edit Block to launch the IDE with the editor of the selected block.
These are valid string formats that you can enter in the Tag Bar to launch the
QBE:
• Compound:Block.[Parameter]
• Compound:Block.[Parameter]#Ext
• Compound:Block
• Compound.Block.[Parameter]
• Compound.Block.[Parameter]#Ext
• Compound.Block

Launching QBE Using InTouch Scripts

You can call Quick Block Editor using this command in the InTouch scripts:
Call hmiBlockEditor(“Args”)
These are the valid arguments that you can pass to the command to launch QBE:
• Compound:Block.[Parameter]
• Compound:Block.[Parameter]#Ext
• Compound:Block
• Compound.Block.[Parameter]
• Compound.Block.[Parameter]#Ext
• Compound.Block

Launching QBE Using the Graphic Command

You can call the Quick Block Editor using this command in the Industrial Graphics:
InTouch:ZHMI_Command is Blockedit <args>
These are the valid arguments that you can pass to the command to launch QBE:
• Compound:Block.[Parameter]
• Compound:Block.[Parameter]#Ext
• Compound:Block
• Compound.Block.[Parameter]
• Compound.Block.[Parameter]#Ext

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• Compound.Block

Launching QBE Using the Pref Command

You can call Quick Block Editor using this Pref command in a command prompt
launched with administrative privileges:
C:\ Pref -<HostName> ITCMD “blockedit <Args>”
These are the valid arguments that you can pass to the command to launch QBE:
• Compound:Block.[Parameter]
• Compound:Block.[Parameter]#Ext
• Compound:Block
• Compound.Block.[Parameter]
• Compound.Block.[Parameter]#Ext
• Compound.Block

Launching the Alarm Shelving Utility

1. In the Control HMI window, enter a valid DCS tag in the Tag Bar and press
Enter.
If the Alarm Shelving Utility is installed and you have permission to use it, the
Alarm Shelving button is shown.

A Tagname
B Alarm Shelving

2. Click the Alarm Shelving button to open the Alarm Shelving Utility.

Watch Panel
This panel displays the current value of user-assigned parameters in a tabular form.
Each line in the window displays the name of the parameter along with the current
value. Up to 27 parameters – three columns of nine lines each – are available. The
values of settable points can also be modified from this panel. Control Core Services,
Galaxy or InTouch Memory tags can be assigned to the Watch Panel.
Watch window connections are retained, if the watch overlay is closed.
You can select/assign parameters to the watch window. The system detects the data
type and an indicator is shown next to the tag name. The indicators and data types
are:
• D - Discrete
• I - Integer - no decimal points in the Value field.
• M - Message
• R - Real Floating Point - Floating point precision will automatically update based
on Decimal precision configuration settings for the WindowViewer application.

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To access the Watch Panel, click View > Watch Panel.

To configure an Click in the Tagname field and enter a control block tagname or
item on the AppObject reference, and press Enter.
panel
• Control Core Services Point Format - COMPOUND.
BLOCK.PARAMETER
Galaxy and Local DI Object name will be added
automatically.
◦ AppObject Format - Galaxy:AppObject.Attribute
◦ InTouch Format - InTouch:Tagname
To assign a point Click on a data field so that the tag string appears in the Tag bar,
from a faceplate then click an A to assign it.
To delete an item Click its associated Del and it is deleted without confirmation
To change a Click in the Value field next to the point, enter the new value,
point value and press Enter.
The point will not change if it is secured or the operator does not
have proper security clearance.
To change Select the “.” indicator next to the point to toggle through the
floating point available decimal settings.
precision view

Historian Trends
The historian trends panel is used to view historical data from the AVEVA Historian.
Only points being historized can be added to these trends. Up to four historian trends
can be shown at the same time. There are four window sizes to select from which can
be shown in several different locations:
• Small - 1/6 the screen in the:
◦ Upper left or right of the program window
◦ Middle left or right of the program window
◦ Lower left or right of the program window
• Medium - 1/3 screen in the top, middle or bottom of the window
• Large - 2/3 screen in the top or bottom of the window
• Full window
You can create named sets of points to be displayed within the trend. For more
information on AVEVA Historian trending functionality, see the AVEVA user
documentation.
NOTE: Use Window Authentication when adding historian servers to the historian
trends or the tag picker window. Windows Authentication helps provide enhanced
security.

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Using the Historian Client Trends for the First Time

After you install Control HMI and open any window with a Historian Client Control for
the first time, a system message might appear. For example, if you open the Historian
Client Application for the first time, a message might appear informing you that you do
not have permission to load the required support entities.

The application properly configures the support entities only if you log in with SQL
administrator privileges. Once configured, SQL administrator privileges are not
required.
When an AVEVA Historian Client application or trend connects to an AVEVA Historian
Server, it validates the presence of required client control support in the Runtime
database (for example, stored procedures and tables). If the supporting entities are
not found, the user must log into the Historian Server with an account that has SQL
administrator privileges. This can be done from the Historian Client Trend application.
1. Right-click the Trend Control and from the menu, select Tools > Servers.
The Server List Configuration dialog appears.

2. Select or Add the Historian Server Name.

3. Switch the Login mode from Windows Integrated to SQL Login.
4. Enter the SQL Administrator credentials.

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5. Click Update to update the Server configuration.

6. Click LogOn to connect the server and install the required components.
7. Verify that the trend connects to the server and tags can be seen.
After the initial setup is complete, SQL administrator privileges are no longer
required.

Removing the SQL Administrator Login

1. Re-open the Server List Configurator.
2. Select the server in the server list and click LogOff
3. Change the Login back to Windows Integrated
4. Click Update to save the changes.
5. Select the server in the server list and click LogOn
NOTE: It might take 1-2 minutes to complete this initialization process when a
AVEVA Historian Client control window is opened for the first time after a
system reboot. There are no initialization delays in opening subsequent
control windows after the first window is opened. To improve first time call up,
see Appendix A: Keyboard Shortcuts, page 183.
During migration, if your legacy application uses a AVEVA Historian Client control
that only uses a user login (for example, through a script), and the AVEVA
Historian Client server-side support has not yet been configured for the historian
database, it is possible that no administrative logon prompt appears after you
migrate the application to a newer version. Therefore, verify that you have logged
into the AVEVA Historian Server at least once as administrator using an
application, such as AVEVA Historian Client Trend.

Navigating the Historian Trends Panels

1. Open the historian trend panel from the Views menu or Quick Access in the
Control HMI header.
The medium size trend panel appears.

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2. Use the resize buttons, on the title bar, to open the trends in a different size.

These buttons allow you to resize the window to small, medium, large, and extra
large.
NOTE: When the small window is used there is insufficient area to display all
actions. Therefore, a window is accessed by clicking Trend Action. All
actions are the same as those found on the larger trend windows.

Scratchpad Trend and Tool Windows Icons

Table 1 - File Options

Item Description
Click to print to the computer's default printer. If there is no default
printer, a dialog appears and assists you in configuration.
Print Graph
Opens the InSQL File Browser dialog. See Saving Historian
Server Trends, page 49 and Loading Saved Historian Server
Trends, page 50.
Save and Load Dialog

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Table 2 - Trend Update Options

Item Description
Pan the trend to the left or right.

Pan Left/Pan Right

Starts or pauses live updates to the trend.

Enable or Disable Live Replay Mode

Refreshes the trend's data one time.
Refresh

Table 3 - Trend X-Axis Options

Item Description
Trend X-Axis Options
Toggles the Time toolbar on/off.
Show Time Toolbar
Toggles the trend's time format between Date/Time and Relative
Time format.
ShowTimeStamp or Relative Time
Zooms the window in/out on the time axis. See Trend Properties,
page 50.
Zoom In On Time Axis/Zoom Out On Time
Axis

Table 4 - Trend Y-Axis Options

Item Description
Shows the scale for each configured tag, next to the trend graph.

Show Multi Scales

Configures the chart to show a single value scale along the value
axis. If the chart includes multiple tags, the scale of the currently
selected tag in the chart is shown along the value axis. The scale
label color matches the pen color of the selected tag. As you scroll
through tags in the chart, the value axis always shows the scale of
Show Select Scale the selected tag. The labels along the value axis are shown even,
if the current tag is hidden. How a chart looks when a single scale
is applied depends on the number of tags in the chart and whether
the chart is in stacked mode.
Shows the value of each tag of the trend, on the left side of the
trend. The values are from the point at which the cursor intersects
the data.
Show Values at Cursor

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Table 5 - Trend View Options

Item Description
Shows the selected Tag as a single line trend, hiding all other tags.

Single Tag
Changes the trend view to multiple trends, one for each point, and
stacks them.
Stack Graph
Toggles the X-axis cursor on/off.

Show X-Axis Cursor

Show Y-Axis Cursor Toggles the Y-axis cursor on/off.

Table 6 - Pen Assignment Options

Item Description
Assigns the selected tag that appears in the HMI Tag bar. The
point will only be added, if it is being historized.
Assign Tag from Menu
Open the Tag Browser dialog as a stand alone. See Using the
Tag Browser/Tag Picker, page 51.
Show Tag Browser Dialog

Table 7 - Pen Deletion Options

Item Description
Removes and deletes the tag from the Trend window.

Delete Tag
Removes and deletes all tags from the Trend window.

Delete All Tags

Table 8 - Pen Properties

Item Description
Remove the pen line from the graph. It does not delete the pen.

Hide Pen
Opens the standard Windows Color dialog to associate the
selected pen with a color.
Select Pen Color
Highlights the trend line of the selected tag.

Highlight Tag

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Table 9 - Pen Scale Options for Selected Tag

Item Description
Automatically scales the value axis range to reflect the actual data
currently being displayed for the trend. For example, if the default
value axis range is 0 to 3000, and the data ranged from 1827 to
2059, the scale might be automatically adjusted to a range of 1800
to 2100. The adjusted scale does not exactly match the actual
minimum and maximum data values for the chart. The calculation
rounds the values so as to make the chart easier to read. Also, a
percentage allocation is added to the final values so that the
adjusted scale fits within the boundaries of the trend chart.
Autoscale Tag Therefore, the adjusted scale will be a round number slightly
above the actual data values. You can automatically scale a single
tag or all of the tags in a trend. For information on resetting scale
back to the original default, see Returning Tags to Their Original
Scale. Autoscaling is not performed continually for a trend. Also, if
the trended data includes points outside of the scale region, an
indicator ( ) is displayed to remind you to perform a second
autoscale operation.
Scales the selected tag up. It doubles the tag's scale. For
example, if the scale is 0 to 20, it becomes 0 to 40.
Move Tag Up
Scales the selected tag down. It halves the tag's scale. For
example, if the scale is 0 to 20, it becomes 0 to 10.
Move Tag Down
Enable or disable rubber band scaling for the selected tag (s). Use
rubber band scaling so that an area of the trend chart can be
dragged with the mouse to automatically adjust the time axis scale
based on the area selected.
Enable/Disable Rubberband Scale for Tag
The Rubber Band Zoom increases the view of the selected area
up to 500% of its default size.

Table 10 - Pen Scale Options for All Tags

Item Description
Same as Selected Tag except that it is applied to all tags in the
trend.
Autoscale Tag
Same as Selected Tag except that it is applied to all tags in the
trend.
Scale All Tags Up
Same as Selected Tag except that it is applied to all tags in the
trend.
Scale All Tags Down
Same as Selected Tag except that it is applied to all tags in the
trend.
Enable/Disable Rubberband Scale for Tag
Uses one scale for all assigned pens. A dialog will open to assign
the upper and lower scale limits.
Select One Scale for All Tags

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Table 11 - Miscellaneous Options

Item Description
Opens the Trend Properties dialog. See Trend Properties, page
50.
Trend Properties
Causes the previous or next tag to be selected.

Select Previous/Next Tag

Only appears on Medium and Large size trends. It hides all
selected tag actions and shows actions that are applied to all tags.
Toggle Between All and Current Example: Delete Selected Tag becomes Delete All Tags
Change the location of the Tag List from the side to the bottom of
the panel. These are only available on the Large and Full size
windows.

Using the Time Toolbar

The Time toolbar is used to select the start and end times for a query. This function
then filters the Trend window data presentation for the selected tag.

1. Click the Time toolbar icon , if the toolbar is not already present.
2. Configure the time range by peforming one of these actions:
• Click the down arrow to access the Custom menu and select the duration
from the list.
• Enter a From and To range in the fields provided and click Apply.

Saving Historian Server Trends

1. Click the Save and Load icon .

The InSQL File Browser appears.
2. Enter a file name in the File Name field or by select a name from the list.
3. Click Save.
For an existing file, you are prompted to confirm overwriting the file.

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Loading Saved Historian Server Trends

1. Click the Save and Load icon .

The InSQL File Browser appears.

2. Enter a file name in the File Name field or by select a name from the list.
3. Click Load.

Trend Properties
Use this window to configure the properties for the Trend window and files as a whole.
The trend file properties are saved with the trend file. Configurable trend properties
include:
• General Properties
• Color Properties
• Axes Properties
• Limits Properties
• Summarized Data Properties
• Annotation Properties
The property dialog boxes shown are described in the AVEVA user documentation.

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• Trend Properties - General and Colors Tabs

• Trend Properties - Axes and Limits Tabs

• Trend Properties - Summarized Data and Annotations Tabs

Using the Tag Browser/Tag Picker

Use the Tag Picker to find tags in the AVEVA Historian Server database(s) for
inclusion in your trend. The Tag Picker displays all of the system objects, such as
tags, that are visible to the client based on the logged-in user’s permissions. Each
object in the database is listed as an item in the Tag Picker.

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Each ScratchPad Trend has access to an embedded Tag Browser or a separate Tag
Browser dialog. On smaller trends, there is not much space for displaying this
embedded control so a separate dialog is provided.
NOTE: Framer includes settings to automatically fill in the Tag Picker dialog and
log onto the configured server.

Opening the Tag Browser Dialog

Click Tag Browser . The Tag Browser will automatically connect to the
AVEVA Historian Server and open to the Tag Picker dialog, if these InSQL Framer
configuration settings are properly configured:
• Server name
• Login name
When the dialog opens, it will show a login dialog box. Click OK to complete the login
and connect to the server.

If the Tag Browser cannot log into the Server, right-click on the server in the Servers
list, and click LogOn. The Connect Server dialog opens, showing the server name
that is being connected to and the Login ID and password being used to login. If any
of these fields are wrong, you must update settings in Framer. Do not select Use
Integrated security checkbox.

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Server Name

Do not check
this box
Login ID

Password

The Server Name is not editable from this dialog. Enter a valid Login ID and Password
for the selected server. If the login settings configured with Framer are incorrect, this
dialog will appear each time the Tag Browser dialog is opened. To help prevent this
dialog from opening, specify valid login information through Framer. The operator may
retype new values to login but if the default values are wrong, the operator will need to
login each time the Tag Browser dialog is opened until the settings in Framer are
updated.
The values in the “Timeouts in seconds” field in the dialog has to be set to your
desired values. The default timeout for queries is two minutes. The WindowViewer
application collects data from the server every cycle. If the server is busy or it
disconnects, WindowViewer will try to reestablish communications with the server for
two minutes before timing out. All other window updates and actions will be
suspended until the two minutes timeout expires.
• Connection is the connection timeout in seconds between 1 and 600.
• Query is the query timeout in seconds between 1 and 600.

CAUTION
RISK OF OPERATOR CONTROL LOSS
The WindowViewer application will freeze if the Historian Server is not connected
and a window with a Historian Client Control is opened or is opening. The
WindowViewer application will freeze until this timeout setting expires, or the
Historian Server is connected. When configuring timeout settings, it is
recommended that you set the range to 5-20 seconds to minimize the duration of
timeouts when the connection to the Historian Server is broken.
Failure to follow these instructions can result in operator control loss.

For detailed information about standard log in procedures and settings, see the
AVEVA user documentation.

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Displaying the Embedded Tag Picker

1. Click Tag Picker .

The embedded dialog appears and automatically finds all available AVEVA
Historian Servers.

If the server is not connected, you can manually login. The embedded Tag
Browser will retain the logged in user.
2. Right-click on the server name.
3. Click Log On.
The Connect Server dialog opens.
4. Enter your Login ID and password.
5. Click OK.

Adding Tags to Trends

Either the Tag Browser dialog or the embedded Tag Browser can add tags to Trend
windows. Both browsers operate in the same manner.
1. Click + for the server and the Tags area is populated.
2. Add a tag to the Trend window and to the Tag Name dialog inset either by:
• Double-clicking a tag
• Selecting a tag and dragging it to the Trend or Tag Name dialog

Filtering the Tag Picker Dialog

Use the Filter pane to reduce the tags displayed in the Tags pane according to criteria
that you specify. You can filter the tags according to name, description, and I/O
address.

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Additionally, the series of tabs below the Tags pane filters tag shown by:
• Analog - Analog tags only
• Discrete - Discrete tags only
• String - String tags only
• Event - Events only
• All - Returns all tag to the Tags list

This table lists wildcard characters for use as part of the filter criteria:

Wildcard Filter Function

% Any string of zero or more characters.
_ Any single character.
[] Any single character within the specified
range or set. For example:
[a-f]
[abcdef]
Any single character not within the Any single character not within the specified
specified range or set. For example: range or set. For example:
• [^a - f] • [^a - f]
• [^abcdef] • [^abcdef]

For example, to find all tagnames ending with level, enter %level.
When the:

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• Servers pane and the Filter pane are both visible, the filter conditions apply to the
selected group in the Servers pane.
• Servers pane is hidden, the filter applies to all of the tags for the selected AVEVA
Historian Server.
The filter criteria is not case-sensitive.
1. In the Server field, specify or verify the server.
If the Servers pane is visible, this field is not available.
2. In the Tag name field, enter the string to match for the tagname.
3. In the Description field, enter the string to match for the description.
4. In the I/O Address field, enter the string to match for the I/O address.
5. Select Exact match to search for tags that exactly match the entire string (and no
more) provided for the tagname and description.
For example, if you specify level as the tagname and Exact match is not
selected, any tagname that contains the string level appears. For example,
ReactLevel, ProdLevel, and AccessLevel.
Exact match does not apply to the I/O address.
6. Click Apply to apply the filter criteria.

Preferences
The preferences dialog is accessed from the Control HMI Quick Access Toolbar.

Data Entry Settings

Software Keyboard Data entry for user input animations that shows the
InTouch softkey data entry dialog box for entering
values.
Keyboard Data entry for user input animations is done through
the workstation keyboard.

Data entry settings only apply to Control HMI windows that are designed to switch the
data entry functionality. This setting can be used in user-built windows and symbols by
performing these steps:
1. Create 2 text boxes with a user input animation.
• Textbox1 — User input with Use Keypad option checked.
• Textbox2 — User input without Use Keypad checked.

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2. Add a visibility to each text box connected to the boolean InTouch tag ZHMI-App-
DataEntry-Style.
• True — Textbox1 (use keypad) is visible.
• False — Textbox2 is visible

Resizable Options Only applies to new Industrial Graphic Displays

Resizable Detail The main block detail display is resizable when selected.
Display This setting does not apply to legacy Control HMI smart
symbol detail displays.
Resizable Detail View The block detail view window is resizable when selected.
This setting does not apply to legacy Control HMI smart
symbol detail displays.
Reset CHMI UI Use this when testing and developing new CHMI headers
and menus. It resets the CHMI and loads in the new
updated graphic symbols without having to restart the
CHMI.
In some cases, it can also be used to fix CHMI
appearance and alignment issues.

NOTE: The resizable options apply to only the Industrial Graphic Detail Display
windows. They do not apply to legacy smart symbol detail display windows.

Help - QuickKeys
The Shortcut Keys dialog box shows a list of available shortcut keys and actions.

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Help - About
To access the About dialog box, click Help > About.
Help - About provides version and quick fix information for:
• Control Software
• Control HMI
• Control Core Services
If you are using a read-only license, Read-Only License appears across the top of
the dialog box.

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Detail Displays
A Detail Display is a Control HMI window that contains a single faceplate style symbol
connected to a single block in the controller. Up to eight Detail Displays can be
opened at one time.
NOTE: By default, only three Detail Displays are available in the Control HMI
Template. To add more, see Window Construction User's Guide (B0750AS).
Detail Displays are being enhanced and migrated to newer Industrial Graphic
technology. The Control HMI has two styles of Detail Displays while displays are being
updated. The more widely used control blocks are being upgraded first.
• Industrial Graphic Style Displays
Industrial Graphic Style Detail Displays can be customized and configured to
replace the Control HMI graphic symbols.
For more information see Window Construction User's Guide (B0750AS).

• InTouch Style Displays

NOTE: InTouch Detail Displays cannot be customized.

Opening Detail Displays

There are several ways to open a Detail Display for a specified block.
• Select a compound or block from Block Select. See Chapter 5: Block Select,
page 131.
• Select an alarm in an alarm panel and click Show Detail Display in the alarm
panel toolbar. See Chapter 4: Control HMI Alarm Management, page 91.
• Use a Control HMI stddisp command from an Intouch or Industrial Graphic action.
InTouch:ZHMI_Command = “stddisp CMP.BLK TYPE”;

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• Open a CMD window and use pref to execute a stddisp DMCMD command.

• Perform these Control HMI actions and use the Control HMI Tag bar Grid selector
to open a Detail Display.
◦ Enter the full COMPOUND.BLOCK in the Tag field of the Control HMI Tag bar.
◦ Select an updating field within a Detail Display or other display object that
uses the Control HMI Industrial Graphic or InTouch Smart Symbols.
◦ Select an alarm from the Alarm Panel.
◦ Select a tag from the Tag bar list of previously used tags.

Detail Display Types

Industrial Graphic Style shows which blocks are upgraded to the new Industrial
Graphic design.

Table 12 - Industrial Graphic Style

Alarm Control Data DCI Device ECB IO Logic Se- System

quence
BLNALM ACCUM BOOL BIN GDEV ECB300 AIN CALC DEP CMP
MEALM BIAS LONG BINR MTR ECB301 AINR CALCA EXC STA
PATALM CHARC PACK BOUT ECB310 AOUT LOGIC IND
REALM DPIDA REAL BOUTR AOUTR MATH MON
DTIME STRING IIN CIN TIM
FBTUNE IINR CINR
FFTUNE IOUT COUT
LLAG PAKIN COUTR
PID PAKINR MAIN
PIDA PAKOUT MCIN
PIDE PLSOUT MCOUT
SIGSEL ROUTR
SWCH STROUT

InTouch Style shows which blocks have not been upgraded to the new design.

Table 13 - InTouch Style

Alarm Control ECB Device FF Logic Se- System

quence
ALMPRI DGAP All ECBs MDACT AI PLB EVENT DSI
MSG LIM MOVLV AO

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Table 13 - InTouch Style (Continued)

Alarm Control ECB Device FF Logic Se- System

quence
STALM OUTSEL VLV DI
PATT DO
PTC MAI
RAMP MAO
MDI
MDO
PIDFF
UNIVFF

Industrial Graphic Detail Displays

There are several notable differences between the Industrial Graphic and InTouch
style Detail Displays. The most notable difference is when looking at Detail Views from
the main Detail Display symbol.
• The Detail View is a separate window that opens next to the main Detail Display
window.
• Detail Displays and Detail Views can be set to resizable windows from the Control
HMI’s preference dialog box.
• Trend windows show real time and historical data and are resizable.
• All long text values are available in the Industrial graphic displays.
• More information and easier navigation.
• Industrial Graphic windows also support window pan and zoom features.

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General Features
These features are only available with Industrial Graphic style Detail Displays.
• Tooltips available on all values that shows the parameter name and value.

• Right-click any value to show details about the selected parameter.

• The main Detail Displays can be pinned open using the icon.

• The Quick Block Editor can be opened directly from the displays using the
icon.
• The sequence code views automatic attempts to connect to the block’s CP host
station and shows the HLBL source code. You must already have access to the
host station before a connection can be made. Otherwise, the code view will
search the local station for the source code.

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• Alarm icons can be selected to show available alarm actions.

• The Detail Views have a tabular interface for showing related values. For
example, the IO page of the PIDA detail view has three tabs for showing the Main
IO values, Feed Forward Values, and Supervisory settings.

• When ramping an analog value, the ramp buttons have a configurable ramp
factor setting that allows you to increase or decrease the ramp rate from the
standard one or five units or percent. The one and five ramp rates are multiplied
with the ramp factor to change the rate.

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• The ramp tooltip will show the calculate ramp rate.

Layout
When opening a Detail Display, the first window that appears is the main DD faceplate
window. The layout and functionality is similar to the Control HMI InTouch Detail
Display.

Figure 1 - Detail Display Main Faceplate View

A Title Bar Area

B Block and Alarm Status
C Views, Block, and Parameter Actions
D User Options and modes
E Block values and information area

The Detail View window, larger but with a similar layout, opens beside the main
window.

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Figure 2 - Detail Display Detail View

A Title Bar Area

B Block and Alarm Status
C Available Tab Pages
D Views, Block, and Parameter Actions
E User Options and Modes
F Block Values and Information Area

Title Bar Area

The Title Bar area includes:

Top: Window Titlebar

• The window name <block type> <Compound.Block>
• The window Close
Bottom: Block Information
• Block Value as configured in Framer
◦ DESCRP, LOOPID, Compound, Block, or Compound.Block
◦ Click the label to cycle through the different values
• BlockType

Block and Alarm Status

The Block and Alarm Status show the operational mode of the block and its current
alarm status.

Depending on the block type, this area will show key states of the BLKSTA parameter
such as Manual/Auto, Local/Remote, Hold, Interlock, etc.

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The block status indicator includes a tooltip that explains its meaning.
The alarm status indicator shows the current alarm state of the block. The alarm
status color represents the priority of the alarm and its current acknowledged state.
When an alarm is unacknowledged, the indicator is filled with the alarm color and has
a white border.

Unacknowledged Detail Display

Unacknowledged Detail View

Acknowledged Detail Display

Acknowledged Detail View

• The number 2 represents the priority of the highest active alarm.

• The label HIDEV represents the alarm type of the highest priority alarm.

• The alarm bell icon will blink if the alarm is unacknowledged.

• The inhibit icon is shown when the alarm is disabled or the block alarms are
inhibited.

User Options and Modes

The selections in the bottom right corner of the window are used to:

• Open Quick Block Editor.

If the user has permission and the System Platform IDE is available,
Quick Block Editor will attempt to open the IDE block and strategy
editor.
• Pin the Detail Display and Views to open and keep them from
closing during normal operations.

The button will appear in a highlighted vertical position when

pinned.

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• Change the action.

If a parameter is selected, click Action Mode to cycle through
available:

◦ Detail Views

◦ Block Actions
◦ Parameter Actions
See the images in Views, Blocks, and Parameter Actions, page 68 for a
detail view of the action mode options.
• Open the Trend window for the block.

Views, Blocks, and Parameter Actions

The Action Mode options cycle through various actions in the Action Area.

Detail Views Block Actions Parameter Actions

Detail Views
This set of options shows the detailed views available for the block type. This view
contains different parameter values based on how they are related to the block. For
example:
• IO — Shows parameters related to the input and output of the block.
• ALARM — Shows parameters related to alarming.
• TUNE — Shows parameters related to tuning.
• CONFIG — Shows parameters related to block configurations settings.
NOTE: Some parameters are shown on multiple views and tabs.

Block Actions
This set of options provides the user with one-click access to key block mode
operation values such as Manual/Auto, Local/Remote, Hold, etc..

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Parameter Actions
This set of options is available when a configurable parameter is selected. The
available actions are based on the type of parameter selected.

Boolean Analog Alarm

Available Tab Pages

Parameters in Detail Views are organized based on their relation to IO, tuning,
alarming, and so on. Parameters are also sorted based on their relation to the view.
This is to help prevent views from becoming unreadable due to too many values. For
example, the IO view on the sequence block shows all inputs on one tab and outputs
on another.

Inputs Outputs

Block Values and Information Area

This section of the Main Detail Display shows the initial key values for the block type.
The content here varies based on the current view, tab, and block type..

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Figure 3 - Alarm Block Example

Figure 4 - Control Block Example

Figure 5 - Device Block Example

Figure 6 - IO Block Example

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Figure 7 - Logic Block Example

Figure 8 - Sequence Block Example

Special Detail Display Views

Some Detail Displays have unique features and functionality. This section describes
these unique features.

Detail Display Trends

All Industrial Graphic Detail Displays and Detail Views can show a trend window. The
trend window appears as a resizable window and opens in the same location as the
detail view.

The trend shows real and historical values. The parameter must be historized and the
InSQL Framer setting must be set to the name of the Historian Server.

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The trend window has these features:

• The window can be resized by dragging the edges of the window.
• The pen information can be hidden or shown by pressing the white portion of the
top bar.

• Pens can be manually added by right-clicking in the Pen Info area.

Enter the pen name and the IADAS.CMP.BLK.PARAM reference.

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• Trend pens can be shown as stacks by toggling the Stack icon .

• When you hover the mouse cursor over the chart area, a window will display the
values of all pens beneath the cursor.

Logic Block STEPS View

Logic block includes a third window for displaying configured logic steps. The STEPS
view is only available from the Detail View window. When opened, it appears as a
resizable window below the Detail View window.

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The STEPS view does not automatically refresh if new steps are deployed while the

window is open. Click the Refresh icon to get the latest steps.

Sequence Block CODE View

Some sequence blocks include a third window for displaying HLBL code. The CODE
view is only available from the Detail View window. It appears as a resizable window,
below the Detail View window, when opened.

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HLBL code is not available on all stations unless it is manually copied to all stations.
The CODE detail view will attempt to locate the host station that contains the code
and load it. If the user does not have access to the host station, the CODE view and
the CP Host will display a “not found” and “not connected” message. The CODE view
will search the local workstation for the code.
• The CODE view includes a menu for available DCS workstations. This menu can
be used to search for source code on other stations.
• The STEPS tab shows the formatted code that includes step and sub-routine
numbers.
• The STEPS tab can search for an enter string and jump to the code location if a
match is found.
• The SOURCE tab shows the raw source code.

ECB300 Module and Status Navigation

The Module and Channel Status view is the main view that appears when opening
the ECB300 Detail view. This view is grouped into four tabular views for displaying the
status information of the eight possible modules and sixteen channels.

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Each tab contains four channels and the status of the relative set of modules.
• If any of the eight modules are in an abnormal state, a status icon appears on the
module status bar. Click Show all to show all modules in a single view.

Click Show All a second time to close this view and return to the Channel Tab
views.
• If any channel, on any of the tabs is in an abnormal state, a status icon appears
on the tab where the channel is assigned.
From any channel tab, the user can select a channel to show that channels
configuration information.

You can use the page options to switch between channels, or use Close (upper
right), to return the main view.

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Control HMI InTouch Detail Displays

Properties
This image shows the major components of a Detail Display using a PID as an
example.

A Block State Area

B Operation Options
C Faceplate Navigation Options
D Process Values Area
E Process Display Area
F Alarm Area
G Title Bar

This table highlights general Detail Display features. Not every Detail Display contains
all features.

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Table 14 - General Detail Display Features

Item Description
Switches the button view from Paging
buttons to Action buttons. It appears only
when in paging mode.
Perform an Action
Opens a real time trend of the block’s most
important parameters.

Trend
Switches the button view from Action buttons
to Paging buttons. It appears only when in
action mode.
Detail View
This area has two labels which can be
configured in Framer, an Exit options, and
the Block type.
This area also includes a Block Type and
Version Indicator.
• Block Type and Version:
◦ Block type label appears in lower
right corner
◦ If enabled, the Block type will include
an “*” when the faceplate is not at the
latest revision - such as PID*
• Configurable labels views include:
◦ Description
◦ LoopID
◦ COMPOUND.BLOCK
◦ COMPOUND
◦ BLOCK
◦ [Empty]
• Selecting the top label will assign the
COMPOUND BLOCK to the HMI Tag
bar:
◦ Holding the top label Selection will
allow the operator to move the
faceplate.
◦ When a faceplate has been moved,
Restore appears next to Exit.
◦ Click Restore to return moved
faceplates to their original location.
• Selecting the bottom label will cycle the
bottom label through the different label
views.
• Click Exit to close the faceplate.
Click this icon, which appears in the upper
right corner of the detail display, to return the
faceplate to its previous location.

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Table 14 - General Detail Display Features (Continued)

Item Description

• - allows permitted operators to

acknowledge blocks alarms from the
faceplate.
Colors depend on how alarm priorities
are configured in Framer. When an
alarm is unacknowledged, the indicator
will fill with the assigned priority color.
When an alarm is acknowledged but is
still active. The fill will change to light
gray with a border of the assigned
priority color.

• - Flashes for an unacknowledged

alarm.

• - Indicates an alarm is inhibited.

• - Indicates the alarm priority.

• - Indicates the alarm type,

such as HIABS.
Displays single-letter indications of the block
state. For example, A for Auto.

Click to display the Detail View Page

options. For example:
• CNTRL - Opens the Control detail
display
• ALARMS - Opens the Alarms detail
display
• TUNE - Opens the Tuning detail display

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Table 14 - General Detail Display Features (Continued)

Item Description
A graphical representation of block values.
This area might contain other indicators such
as Alarm Limits, Clamping Values and Data
Quality.

Detail View Page options appear on the

bottom of each Detail View that has more
than one page of information. Clicking one of
these will switch the current Detail View page
to the selected page.

Selecting a settable parameter in the

faceplate will open a set of options for
ramping or toggling depending on the data
type of the selected parameter.
NOTE: The six options are shown when
a settable analog parameter is selected.

• Click or to ramp a
value by 5% percent or by a preset
engineering unit.

• Click or to ramp a
value by 1% percent or by a preset
engineering unit.

• Click Ramp Value to enter

ramp value.
• Toggle between Percent of Scale and
Absolute EU ramping modes.

◦ Percent of Scale -
calculates a ramping value from the
High and Low Scale of the
parameter.

◦ Absolute EU - Uses a
fixed value for ramping - 1 unit is
equal to either 1 or .1 depending on
the parameter scale.

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Table 14 - General Detail Display Features (Continued)

Item Description
Toggle - Toggles a selected boolean on/off
for Boolean blocks, such as CALCA. Click in
any Boolean field and this appears.
NOTE: Toggle is shown when a
configurable Boolean parameter is
selected.
Adjust process variables in this area. Areas
with a:
• Light grey backgrounds indicate
adjustable fields.
• Dark grey backgrounds indicate display
only fields.

Toggles the block between Auto and Manual.

Toggles the block between Local and

Remote control.

Toggles the block lock on/off.

Toggles the block between Run and Hold.

This image shows a graphical representation of a PID block’s primary parameters.

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Meas 6 5

2 SPT
RSP
SPT ramp target (PIDA)

3
Clamps
OUT OUT HI and
LO Alarms
4

1 Indicates a HiHi Alarm Limit and its value. It will flash, if its alarm is active.
2 Indicates Lo and Hi Alarm Limits and their value. The range indicated by
the yellow is the range between the LoLo and HiHi. The red range is the
range beyond the configured HiHi value. It will flash, if its alarm is active.
3 Indicates a LoLo Alarm Limit and its value. It will flash, if its alarm is active.
4 Indicates the Output percentage. It will flash, if its alarm is active.
5 Indicates the percentage of the configured SPT (on the left) and the
percentage of the RSP (on the right).
The clamps will change to white, if value is being clamped.
The SPT Target will flash when setpoint ramping is active (PIDA only).
6 Indicates a deviation alarm is configured, along with it limit.
This appears only on a Detail View.

Data Quality Indication

The background color of updating text fields indicates the quality of the data. In
addition, a single character text indicator, located to the right of the value, provides a
non-color indication of the data quality. Certain quality states will cause the value field
to be displayed as all asterisks in place of the bad values. For non-text fields, the fill
color or color of a surrounding rectangle indicate the data quality.
Data quality includes not only data quality from the Control Processor, but also Galaxy
quality states and local DI Object status.
This table shows the text and color indicators that appear on detail displays during
operation.

Text
Meaning Indicator Character Color Example
Data value is ***** ^ Cyan
unavailable to Control
HMI, i.e. the
DAServer is not
available.
Connection to ***** ~ Cyan
DAServer is OK, but
no data from I/A, i.e.
invalid tagname

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Text
Meaning Indicator Character Color Example
Internal Control HMI 123.45 ? White
data quality pending,
i.e. a write operation
has
not completed
Internal Control HMI 123.45 $ White
data quality security,
i.e. tried to write value
without authorization
Data value is out-of- 123.45 * Cyan
service or has
transitioned to
unavailable on the
Control Core Services
network
Data value has a Bad 123.45 ! Red
status

Data value has an 123.45 # Green

Error status

Data is low limited in 123.45 < Light Blue

the controller

Data is low limited in 123.45 > Light Blue

the controller

Data is in a constant 123.45 = Light Blue

limit state

Detail View Navigation

The features in this PID faceplate are a typical representation of most common
features found in most block faceplates.

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For more information about a block, click Detail to show the available Detail
Views listed on the right side of the detail display.

Detail View
Buttons

Clicking any of the Detail View buttons will open a new view of the block. This figure
shows that the IO-1 View was selected (its button is highlighted on the right side of the
overlay). It also shows that there are 3 detail pages to this view, MEAS, SPT and OUT,
and that MEAS is the current page (this button is highlighted on the bottom of the
overlay).

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Detail Page
Buttons

Clicking the highlighted View button will close the Detail View and return to the main
detail display view. Clicking any other Detail View or Page button will display a new
set of data for the block.
This figure shows a typical Alarm View with four Alarm Pages.

The CNFG views typically hold Block Setting, Override and State parameters. This
figure shows the PID Configuration View.

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These figures show various tune pages for PID Blocks. Tune pages change based on
the type of PID Block - PID, PIDA, PIDX, PIDE or PIDXE.

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Detail Displays Trends

This section describes the operations of the trend overlay accessed from any of the
detail displays by clicking Trend.
This figure shows the display for the PID detail display. Once you click Trend, a Trend
window appears on top of the faceplates current location. The trend can be moved by
clicking and dragging the title bar of the Trend window.

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Scrolls up
and down
through the
pens.

The Trend window will always open with a predetermined set of parameters
depending on the block type. To add parameters to this instance of the trend, click the

Trend Properties icon (lower left).

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Adding a Pen (Method 1)

1. Click the icon in the trend to open the Trend Properties panel.
2. Select one of the 16 pens.
3. Select the Name field and enter an AppObject reference or control block Tag
name to trend:
• AppObject Format - Galaxy:AppObject.Attribute
• Control block Format - COMPOUND.BLOCK.PARAMETER
4. Click Apply (upper right).

Adding a Pen (Method 2)

1. Select an active process variable so that the tag name appears in the HMI Tab
bar.
2. Select a pen on the Properties page.

3. Click Assign .
4. Click Apply (upper right).

Restoring a Pen
This button restores the Properties page to its original state or to the last time the
Apply button was clicked. After you click Apply, all old settings are overwritten.

1. Click the Restore Selected Pen icon .

The pen is restored/deleted from the Trend window.

Clearing a Pen

1. Select a pen.

2. Click the Clear Pen icon .

The pen is cleared from the Trend window.

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Chapter 4: Control HMI Alarm Management

Control HMI comes with a set of menus, toolbars, and windows that allow users to
interact with alarms. It includes:
• Process Alarm Status Button for show the current process alarm state and
accessing the Process Alarm Panel.
• System Alarm Status Button for show the current system alarm state and
accessing the recent events and message in the System Alarm Panel.
• The header also includes information about the alarm providers that are send
alarms to the workstation. Information includes the status of the provider as well
as alarm counts. If a station has a configured redundant provider, two alarm
providers will be listed. Select a provider to see its alarm counters.
• Control HMI’s Alarm menu provides access to runtime and historical alarm
panels.

Alarm Queries
Alarm panels use a query that collects a set of records from an alarm source. Each
type of alarm panel has its own set of alarm queries. The alarm queries are logically
assigned to the different alarm panels based on what is in the query. For example, the
Device Condition Alarm panel is designed to view alarm records provided by the
Fieldbus Alarm Provider. Any alarm query that collects alarms from the Fieldbus
Alarm provider are assigned to the Device Condition Alarm Panel.
The alarm panels also have the ability to view different types of alarm messages.
When the alarm panel is in Summary mode, the alarm panel shows alarms that are
currently active. When in Historical or Event mode, the alarm panels show a limited list
of the most recent event or alarm messages that have been received by the Alarm
Provider. Default alarm queries that are configured in Framer include the type of
messages to be shown. The type of message also determines where a query is

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assigned. For example, any default query that is configured for Historical messages
will be assigned to the System alarm panel.
The alarm query can contain one or more alarm provider queries, each separated by a
space. The format of a query is:
\\Node:0\Provider1\Group \\Node:0\Provider2\Group
\\Node:0\Provider3\Group
• Node is the name of the station where the alarm provider is deployed and must
include the ‘:0’ suffix
• Provider is the name of the Alarm Provider that is collecting alarm messages.
• Group is the name of the Area or Group of alarms to be shown.
Queries that are defined in Framer or saved at runtime can be selected at runtime in
each alarm panel. Each alarm panel shows the list of queries that is appropriate for
that panel. The criteria for determining which queries are presented with each alarm
panel are listed in this table.

Table 15 - Assignment of Queries to Alarm Panels

Panel Type Mode Setting Type of Query Default Query

Process Alarm Summary Queries that do not reference \\Node:0\IASeries!$System
Panel FieldbusAlarmProvider
\\Node:0\IASeries!IASMGT
\\Node:0\Galaxy!<LBUG>_IADI
System Alarm Historical Any \\Node:0\IASeries!IASMGT
Panel
Device Alarm Summary or Queries that reference the \\Node:0\FieldbusAlarmProvider!
Panel Historical FieldbusAlarmProvider $System

Alarm Bars
The Alarm Bar area appears in the top center of the legacy UI window. It is an
Industrial Graphic that can be added to a customized Modern UI menu and header
graphic. The Alarm Bar features are:
• Show/Hide Process Alarm button
• Show/Hide System Alarm button
• Show/Hide Process Alarm bar
◦ If System Alarm Bar is not enabled, the Process Alarm Bar will show multiple
lines.
• Show/Hide System Alarm bar
◦ If Process Alarm bar is not enabled, the System Alarm bar will show multiple
lines

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Figure 9 - Process Alarm Bar and System Alarm Bar

A Process Alarm buttons

B System Alarm buttons
C Single Process Alarm bar
D Single System Alarm bar

Figure 10 - Multiline Process Alarm Bar

Figure 11 - Multiline System Alarm bar

Figure 12 - No Alarm Records Shown

See Window Construction User's Guide (B0750AS) for detailed configuration options
and workflows.

Alarm Status Indicators

The Process and System buttons show the alarm status of the process and system.
There are tooltips assigned to all status icons that describe the status. The Icon and
Color states are the same for both System and Process Alarm Indicators.

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Table 16 - Process Buttons

Rotating wait icon and The CHMI and Alarm

Grey borders Server are starting up and
initilalizing
Flashing ‘?’ icon with The CHMI has completed
Cyan borders start up but cannot
communicate with the
Alarm Server
Green Borders with no There are no Active or
Alarm Symbol Unacknowledged alarms.
The horn icon, right side,
indicators that horns are
not muted.
Green Borders with a There is an
flashing Alarm Symbol unacknowledged alarm
that has returned to a
normal state. The horn
icon, right side, indicators
that horns are not muted.
Right side Horn icon is The horn icon, right side,
crossed out indicators that horns are
muted
Flashing Red ‘!’ icon and There are Active alarms
red border that have not been
acknowledged. The horn
icon, right side, indicators
that horns are not muted.
Red ‘!’ icon is not flashing There are active alarms.
All alarms have been
acknowledged. The horn
icon, right side, indicators
that horns are not muted.
Right side Horn icon is The horn icon, right side,
crossed out indicators that horns are
muted.

Alarm Button Functionality

The Process and System buttons show the current alarm state of the configured
system. The buttons also include a secondary button.

Top Priority Opens the configured display for the

current, top most priority, alarm. If no
display is configured for the alarm. The
detail display will be shown if the
operator has permission to view detail
displays.
Process Alarm Opens the configured Process Alarm
Panel Graphic. The panel is opened in
the bottom of the monitor where the

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button was pressed. If configured, the

button will also execute the configured
alarm command. The default command
is to silence active horns when the
button is pressed.
System Manager Opens the CCS System Manager.
System Panel Opens the configured System Alarm
Panel Graphic. The panel is opened in
the bottom of the monitor where the
button was pressed.

See Framer and Alarm Management User’s Guide (B0750AR) for detailed
instructions on configuring the alarm display.

Runtime Alarm Panels

The alarm panels provide the operator an interface to the alarm subsystem. The
CHMI provides three types of runtime alarm panels and one historical alarm panel for
reviewing different types of alarms, messages, and events. Many of the details
explained in this section applies to both, runtime and historical, alarm panels.
• Process Alarm Panel – Accessed from the Process Button or the View drop
down menu. It is used for reviewing current process alarms.
• System Alarm Panel – Accessed from the System Button or the View drop down
menu. It is used for reviewing recent system and process alarm messages and
events.
• Device Condition Panel – Accessed from the View drop down menu. This panel
is used to review device condition messages that come from configured Fieldbus
Alarm Providers. Several runtime features are not available on this panel.
You can configure the runtime alarm panels to automatically apply a custom filter
when the panel is opened. For example, a filter can be applied to show only priority 1 -
3 alarms.
You can individually customize each Alarm Panel Graphic to have different columns,
colors, settings, and queries. The different panels have the same basic layout. The
available actions and menus depend on the type of panel. The basic panel layout is
shown here.

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A Tool bar: Provides quick access to common actions such as Pause, Show Alarm Display, Save, and Ack
Selected.
B Status Indicator bar: Shows key information related to what is shown in the alarm record area.
C Action bar: Operator actions are shown in this area. The type of actions is determined from the Action
Selection Bar.
D Action Selection bar: Operator uses these buttons to show different actions in the Action Bar.
E Alarm Records: Shows all messages returned from the Query and Filter query.
F Filter & Query Treeview: Show all configured Queries and Filters. Operator can change the query or
enable and disable filters from these views.

See Window Construction User's Guide (B0750AS) for instructions on how to

customize Alarm Panels, including customizing filters.

Action Selection Bar

The Action Selection bar is in the top right corner of the panel. It contains a set of
buttons for user actions that are available to the alarm panel. Selecting any button will
highlight the button and display the requested actions below.

Tools Action Bar

When Tools is selected, the Action bar area will display Query related actions. It will
also show all toolbar actions in the toolbar. When Tools is not selected, the toolbar will
show common operator actions. The Query Action bar shows the active Alarm
provider queries and the priority range values. The query and priority ranges can be
modified and applied to the alarm panel. Operations can make temporary changes to
the current selected alarm query. Modified queries can also be saved and recalled the
next time this operator opens the alarm panel.

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A Alarm Query String: This is the current alarm query used to show alarms.
B Modify Query: Click to enable editing the alarm query string.
C Restore Default Queries: Click to reload the original Framer, and User saved, queries and filters.
D Save Query: Save the current query string as a new query. This query is only available on this alarm
panel for the operator that created it.
E Priority Form: Set the minimum priority range value
F Priority To: Set the maximum priority range value.
G Apply Priority Range: Apply priority range changes to the alarm query.

Alarm Provider Query

This field shows the current alarm query.
The Alarm Provider Query string may contain one or more Alarm Provider queries.
Each query is separated by a space and has three required fields

Node Name of the station where the alarm provider is located.

Provider Name of the provider that creates the alarm. Typical
provider names include, but not limited to: IASeries, Galaxy,
InTouch, or FieldbusAlarmProvider.
Group Name of the Area or Alarm Group that the alarm belongs to.
Use $System to retrieve all alarms from the provider. For
AVEVA Alarms, use the name of the Area object where the
application objects are assigned.

The complete alarm provider query must have this format:

\\Node:0\Provider!Group

Modify Query
Clicking Modify Query will change the appearance of the Action bar and allow the
operator to temporarily change the current alarm query string.

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A Edit Field
B Apply Changes
C Cancel Edits

Use the edit field to modify the query. Changes are not applied to the alarm panel until
the Apply Change button is clicked. Use the Cancel button to close the view and not
modify the query.

Restore Default Queries

Use this button to undo all temporary modifications to existing queries. When clicked,
the Default Framer and User runtime queries and filters are restored.

Saving Queries
Save Query adds and saves the current alarm query string to the list of available
runtime queries. To save the modified query string:
1. Click Save to open the Save Query interface. The Alarm Provider Query is
displayed on the left and cannot be modified.

2. Enter the name of the Query. The name must not already exist. The Enter Name
field will be highlighted if the name already exists. The Save button will not be
enabled until a valid name is entered.

3. Select the field again and enter a new name.

4. Click Save to create and save the query, or click Cancel to return to the default
actions. The new query name will be added to the Query and Filter treeview.

Alarm Priority Range

Use the Priority To and Priority From fields to set which alarm priorities to view.
The priority range settings can be set and then applied to the Alarm records by
clicking Apply. The Priority From value must always be Less than or equal to the
Priority To value. The interface will automatically adjust the values if not set correctly.

To show a priority range of 1 value, set both fields to the same range value and click
Apply.

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Filter Action Bar

When Filters are selected, the Filter Action bar is displayed below the Action
Selection bar. The Filter action bar allows users to quickly create temporary filters and
activate them. The Filter action bar contains these features:

A Column Selector
B Condition Selector
C Filter Value
D Create Filter

NOTE: The Alarm History Panel does not support the Filter Action Bar. To create
custom filters, use the Query and Filer dialog box. See Query and Filter Dialog
Box, page 108.

Column Selector
Choose the column to create a filter on.
The dropdown list contains the configured list of columns that users can filter. The
items in the list can be modified or removed from the Framer configuration tool. For
detailed instructions on customizing Alarm Panel Filters, see Framer and Alarm
Management User’s Guide (B0750AR).

Condition Selector
Choose the match condition for the filter.
This dropdown list contains the available match conditions for the selected column.
Each column may have different allowed match conditions such as: =, !=, Like, Not
Like, etc… When using wildcards in the filter, use the Like and Not Like conditions.

Filter Value
Enter the value that you want to match in the column.
This entry field is used to set the match value. When using the Like or Not Like
condition, the filter will support wildcards. For example, to find all tags that contain
“CV123” the settings would be: Tagname such as %CV123%
For more information on the usage of wild cards in filters and queries, see Queries,
page 127.

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Create Filter Button

Click this button to create and activate the temporary filter.
This button creates and activates the filter. It also adds the quick filter to the Query
and Filter treeview. The filter name is based on the selected filter information. For
example, the filter for “Tagname”, “Like”, “%CV123%”, will appear in the treeview as
“qf_Name_Like_%CV123%”.
Quick filters are temporary. They are not retained when the panel is closed and
reopened. Quick filters are also not saved when the user saves their runtime queries
and filters. They can be saved by changing the name of the filter. Use the Query and
Filter Favorites dialog to modify, create, or rename filters.

Renaming a Filter
1. Right-click in the alarm record area to open the context menu.
2. Select Queries and Filters to open the dialog.

3. Click “…” next to the filter that you want to modify. This opens the Modify Query
or Filter dialog.

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4. Modify the name in the top entry field. Make sure to remove the “qf_” prefix. The
“qf_” prefix identifies temporary filters.
5. Click OK on each dialog box to save and close the edit dialog boxes.
See the AVEVA user documentation for instructions on how to create and
configure alarm queries and filters.

Acknowledge Action Bar

When Ack is selected, the Acknowledge Action bar is displayed below the Selection
bar. This action bar includes multiple Acknowledgement Actions. Each button includes
a tooltip that displays what it does.

Action Button Enabled When Action

Selected User has permission Acknowledge all selected
alarms.
User has selected 1 or more
Alarm
Visible User has permission Acknowledge all alarm that are
currently visible in the panel.
Alarms appear in the Alarm This does not include alarms
Panel that are not in the current
viewing range.
The alarm record status bar
shows the total number of
alarms and how many are
visible.
Displaying 1 to 25 of 150
alarms.
This action will acknowledge
alarms 1 to 25.

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Action Button Enabled When Action

Priority User has permission Acknowledges alarms with the
same priority as the selected
User has selected 1 or more alarm.
Alarm
Group User has permission Acknowledges alarms with the
same group as the selected
User has selected 1 or more alarm.
Alarm
Tags User has permission Acknowledges alarms with the
same tag name as the
User has selected 1 or more selected alarm.
Alarm
All User has permission Acknowledge all alarm that are
listed in the panel. This
Alarms appear in the Alarm includes alarms that are not in
Panel the current viewing range.
The alarm record status bar
shows the total number of
alarms and how many are
visible.
Displaying 1 to 25 of 150
alarms.
This action will acknowledge
all 150 alarms.

Hide Action Bar

When Hides is selected, the Hides Action bar is displayed below the Selection bar.
This action bar includes multiple actions for hiding alarms. Each button includes a
tooltip that displays what it does.

Action Button Enabled When Action

Selected User has permission Hides all selected alarms.
User has selected 1 or more
Alarm
Visible User has permission Hides all alarms that are currently
visible in the panel. This does not
Alarms appear in the Alarm include alarms that are not in the
Panel current viewing range.
The alarm record status bar shows
the total number of alarms and how
many are visible.
Displaying 1 to 25 of 150 alarms.
This action will hide alarms 1 to 25.
Priority User has permission Hides alarms with the same priority
as the selected alarm.

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Action Button Enabled When Action

User has selected 1 or more

Alarm
Group User has permission Hides alarms with the same group
as the selected alarm.
User has selected 1 or more
Alarm
Tags User has permission Hides alarms with the same tag
name as the selected alarm.
User has selected 1 or more
Alarm
All User has permission Hides all alarm that are listed in the
panel. This includes alarms that
Alarms appear in the Alarm are not in the current viewing
Panel range.
The alarm record status bar shows
the total number of alarms and how
many are visible.
Displaying 1 to 25 of 150 alarms.
This action will hide all 150 alarms.

Unhide Action Bar

When Unhide is selected, the Unhide Action bar is displayed below the Selection bar.
This action bar has two Unhide Alarm Actions. Each button includes a tooltip that
displays what it does.

Action Button Enabled When Action

Unhide All User has permission to Unhides all alarms
unhide alarms
Alarms are hidden. The
alarm panel Status
Indicators show the
number of hidden alarms.
Review Hidden User has permission to Opens a dialog that lists
unhide alarms. all hidden alarms. From
this dialog, users can
Alarms are hidden. The select and unhide alarms.
alarm panel Status
Indicators show the
number of hidden alarms

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NOTE: Hide and Unhide functionality is not available when the alarm panel is paused.

Horns Action Bar

When Horns is selected, the Horns Action bar is displayed below the Selection bar.
This action bar includes multiple Horn actions. Each button includes a tooltip that
displays what it does.

Action Button Enabled When Action

Silence User has permission Disables the current alarm
horn until a new alarm is
generated.
Mute User has permission Disables the alarm horns
until the horns are
unmuted.
Mute CAG User has permission Disables the alarm horns
in the Current Alarm
Groups until the CAG
horns are unmuted.
Unmute User has permission Enables the local alarm
horn.
Unmute CAG User has permission Enables alarm horns in
the Current Alarm Group.

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Shelve Action Bar

When Shelve is selected, the Shelve action bar is displayed below the Selection bar.
This action bar has two Shelving actions. Each button includes a tooltip that displays
what it does.

Action Button Enabled When Action

Shelve Selected Alarms User has permission Shelves the selected
alarm using the
Alarm Shelving Tool configured shelving
(AST) is installed or Alarm application.
Shelving Utility (ASU) is
installed and enabled.
Review Shelved Alarms User has permission Opens the configured
shelving application to
AST is installed or ASU is review shelved alarms
installed and enabled.

The Shelving actions on this bar work with external shelving utilities. When installed
and configured properly, these buttons will work with the AST or the ASU. To shelve
AVEVA App Object Alarms use the right-click context menu from the alarm record
area.
• See Alarm Shelving Tool (AST) Software Configuration and Administration Guide
(B0700CZ) for more information about the legacy Alarm Shelving Tool.
• See Alarm Shelving Utility User’s Guide (B0750HC) for more information about
the Alarm Shelving Utility for System Advisor - Process Control.
• See Framer and Alarm Management User’s Guide (B0750AR) for more
information about enabling and configuring ASU or AST.

Status Indication Bar

The Status Indication bar provides easier access to key information about the state of
the alarm panel. Each status includes a tooltip that displays what it is. It is important to
highlight certain conditions to the user, especially when all active runtime alarms are
not visible. The Status Indicator bar highlights these special states when active.

Button Description
Paused When the alarm panel is frozen, or paused, the
PAUSED status indicator appears. The Pause button
is highlighted to the user. When paused, the alarm
record does not update and new alarms are not
shown until un-paused.
Filtered The Filter indicator appears when there are active
filter is applied to the alarms. The Filter indicator is
highlighted to the user because active alarms may be
filtered out of the view.

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Button Description
Alarm Client Mode The alarm control can operate in different modes. This
indicator shows what mode is active.
• Active - This indicator is shown when the alarm
control is showing current alarms.
• Events - This indicator is shown when viewing
recent event message. This indicator is
highlighted as a reminder that active alarms are
not in view.
Selected This indicator shows the number of alarms that the
operator has selected. The tooltip for this indicator
shows the name of the first tag name in the selection.
Only the first tag is used when performing actions like,
Show Alarm Display or Show Detail Display.
Hidden Shows the number of alarms that were hidden. This
indicator is highlight when active alarms are hidden.
UNACK Shows the number of unacknowledged alarms in the
current alarm view.

Tool Bar
The Tool bar provides one click access to common actions. Each tool button includes
a tooltip that displays what it does. When no actions are selected, the toolbar displays
a basic tool bar. Select Tools in the Action selection bar to show all toolbar buttons.

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Basic Tool bar:

Full Tool bar:

A Play
B Pause
C Show Sort
D Reset Sort
E Current Alarm Mode
F Recent Message Mode
G Show Alarm Display
H Show Detail Display
I Show Query and Filter Dialog
J Save current Query and Filters
K Acknowledge selected alarms

From left to right, the actions are:

• Play/Pause: These buttons toggle the alarm panels paused and running state.
When paused, the alarm records will not update. New alarm records will not
appear. The status indicator bar will highlight when paused.
• Sort dialog: Displays the alarm control’s sort dialog. From this dialog, the sort
columns and orders can be modified.

Sorting is typically done alphabetically. Special sort options, InAlarm and

AckState, can be used to sort alarm by their urgency, instead of alphabetically.
Used InAlarm to move all active alarms to the top of the alarm records. Return to
normal alarms will be moved to the bottom of the records. Then use the AckState
to move unacknowledged alarms to the top of each group.

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• Alarm Urgency Sort Order:

Unacknowledged - Active
Acknowledged - Active
Unacknowledged - Not active - Returned to Normal
• Sort Reset: When clicked, the alarm control’s sort options will be reset to the
default configured state.
• Current Alarm Mode: Places the alarm control into Current Active Alarm mode.
The Status Indicator bar will show ACTIVE.
• Recent Message Mode: Places the alarm control into Recent Alarm and Event
Message mode. The Status Indicator bar will show EVENT.
• Show Alarm Display: Shows the configured alarm display for the first alarm that
is currently selected. If no alarm display was configured in Framer for this alarm,
the Detail Display for this Compound Block will be shown if the operator has
viewing permission. See Framer and Alarm Management User’s Guide
(B0750AR) for instructions on configuring and assigning alarms to displays.
• Show Detail Display: Shows the Detail Display for the first alarm tag that is
currently selected.
• Query and Filters Dialog: Opens the Query and Filter dialog. From this dialog,
operators can choose different queries, activate and deactivate filters, or create
new queries and filters. Changes done to Framer configured queries will not be
saved. New Queries and Filters, or modification to the users’s runtime queries
and filters, can be save by using the alarm panel’s Save Queries and Filters
button on the toolbar.
• Save Queries and Filters: This action will save customized user queries and
filters. When the user logs into the HMI, any saved user queries and filters will be
restored. Customized queries and filters that are not saved will be discarded.
• Acknowledge Selected Alarms: This action button provides the operator a
quick way to acknowledge selected alarms. The button is only active when
alarms are selected and the operator has permission to acknowledge selected
alarms.

Query and Filter Dialog Box

This section provides a brief overview of how to use the Query and Filter dialog box
to create a filter. For information on how to create and configure alarm queries and
filters, see the AVEVA user documentation.

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• Open the Query and Filter Favorites dialog box from the toolbar or from the
Alarm panel menu.

Queries are listed in the top list and only one query can be active at a time. Filters are
listed in the bottom list and any number of filters can be active at the same time.
• To change the active query, select the desired query and click OK.
• To change active filters, select or clear the desired filters and click OK.
To create new queries or filters click the + that is above the list of Queries or Filters.
This opens the Add Query or Filter dialog box.

Creating a Query or Filter

1. Enter a unique name.
2. Select one or more column names in the left side list.
3. Press the green right arrow to add them to the query.

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4. Add or remove columns if desired.

Node, Provider and Group column names are required when creating queries.
5. From the center pane, select each column name, one at a time, and configure
them.
6. Use the right-side options to configure each column.
7. Click OK to save and close out each dialog

Queries and Filters Treeviews

The Queries and Filters treeviews provide easy access to configured alarm queries
and filters. It is in the lower right corner of the alarm panel and can be collapsed or
expanded. Use Expand/Collapse to show or hide the treeview.

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A and D Expand/Collapse View: Click to show or hide the Query and Filter
Treeview.
Opening the View will automatically refresh the list of queries and filters.
The alarm panel is resizable. At a certain size, this side pane will
automatically close and become disable. It will remain disabled until the
panel size is wide enough to support it.
B Query List: Shows the list of available queries. Activate a query by
selecting the checkbox next to the desired query. Only one query can be
enabled at a time.
C Filter List: Shows the list of available filters. Activate any number of
filters by selecting or clearing the boxes next to the desired filters.
E Refresh Query Filter List
G and F Increase/Decrease Size: Click to change the width of the side pane. The
side pane only supports 3 sizes, 200, 400, and 600 pixels wide. When
resizing the panel to a smaller width, the side pane size will be
recalculated. It should never consume more than half the panel size.

Alarm Records
The alarm record area shows all alarm records that match the current alarm panel
settings, query, and filters.

Operators can execute actions on the records in the alarm areas. This can be done
via the tool bar, action bars, or right-click context menus.

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When selecting alarms for Application Objects, the context menu includes object
shelving options.

The bottom status bar includes some additional information that can also be useful.

For detailed information about the AVEVA Alarm Client, see the AVEVA user
documentation.

Historical Alarm DB Panel

The Historical Alarm DB panel provides the operator an interface to the alarm records
that have been stored in a SQL database by the InTouch Alarm DB Logger
application. See the AVEVA user documentation for detailed information about the
Alarm DB Logger.
The Historical Alarm DB Panel has the same basic layout and functional areas:

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A Tool bar: Provides quick access to common actions such as Pause, Show Alarm Display, Save, and
Ack Selected.
B Status Indicator bar: Shows key information related to what is shown in the alarm record area.
C Action bar: Operator actions are shown in this area. The type of actions is determined from the Action
Selection bar.
D Action Selection bar: Operator uses these buttons to show different actions in the Action bar.
E Filter & Query Treeview: Show all configured Queries and Filters. Operator can change the query or
enable and disable filters from these views.
F Alarm Records: Shows all messages returned from the Query and Filter query.

See Window Construction User's Guide (B0750AS) for instructions on how to

customize Alarm Panels.

Action Selection Bar

The Action Selection bar is in the top right corner of the panel. It contains a set of
buttons for user actions that are available to the alarm panel. Clicking any button will
highlight the button and display the actions below.

Time Range Selection Bar

When Tools is selected, the Action bar area will display the Time Range Selection
action bar. It will also show all toolbar actions in the toolbar. When Tools is not
selected, the toolbar will show common operator actions. This Time Range Selection
bar is used to select the time range of historical alarm and event messages to show in
the alarm area. It can also be used to set the priority range of messages.

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Use Current Time

When using Current Time option, the time range is based on the current time. For
example, selecting Last 1 Month, will update the alarm control to show records
starting one month ago and ending with your current time and date. Time values and
the alarm records are automatically updated when the time duration value is changed.

A Use Current Time Option

B Time Duration Selection
C Start Time Value
D End Time Value
E Priority Range Settings

Use Pre-Defined Time Range

A time duration from a custom start or end point can also be used. Clear Use Current
Time and select a time range value, that is, ‘1 Week’. Select the Use Custom Start or
End Time checkbox then set the time value. Changes to the Time or Time duration
will automatically update the alarm records.

A Use Current Time Option

B Time Duration Selection
C Enable Custom Start Time
D Start Time Value
E Enable Custom End Time
F End Time Value

Use Current Time Option Select this checkbox to use time ranges that end with
the current time. Clear this checkbox to use custom
start or end times.
Time Duration Selection Select the desired Time Range to view. The list of
durations is based on the Use Current Time option.
Enable Custom Start This option is available when not using current time.
Time When selected, the time duration is starting from the
start time value. For example, 1 week, starting
January 1st.

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Start Time Value This is the beginning time value. The alarm records
will show messages starting at, or after this time
value.
Enable Custom End This option is available when not using current time.
Time When selected, the time duration is ending at the end
time value. For example, 1 week, prior to January 1st.
End Time Value This is the ending time value. The alarm record will
show messages end at, or prior to this time value.
Apply Changes When using custom Start and End time, click Apply to
update the alarm records.
Alarm Priority Range Use the Priority To and From fields to set which alarm
priorities to view.

Use Custom Time Range

To look at a custom start and end time. Clear Use Current Time and select the
Custom time duration. Set the start and end time values. The time values and the
alarm records are not updated until Apply is clicked.

A Use Current Time Option

B Time Duration Selection
C Start Time Value
D End Time Value
E Apply Value

Alarm Priority Range

Use the Priority To and From fields to set which alarm priorities to view.
The priority range settings can be set and then applied to the Alarm records by
clicking Apply. The Priority From value must always be Less than or equal to the
Priority To value. The interface will automatically adjust the values if not set correctly.
To show a priority range of 1 value, set both fields to the same range value and click
Apply.

Filter Action Bar

The historical alarm panel uses the same Filter Actions as the runtime alarm panels.
See Filter Action Bar, page 99.

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Server Action Bar

The Server Action bar is used to connect to a historical alarm database. The Server
Action bar contains these features:

A Authentication Mode: Choose the authentication mode to connect to the

alarm database.
B Server Name: Set the name of the Server that contains the alarm database.
C Database Name: Set the name of the alarm database.
D User ID: Set the name of the user authorized to access the alarm database
E Password: Set the password associated with the user name to connect to the
alarm database.
F Domain: Set the domain name of the user to connect to the alarm database
G Login: Click this button to connect to the alarm database using the provided
values.

The authentication mode determines which fields are required. Changing the
authentication mode will enable the required fields. The connection is not attempted
until the Login button is clicked.
Framer includes settings for configuring the connection authentication mode. Using
Windows Integrated authentication will automatically connect the panel to the
database, if the database name and server are correctly configured in Framer. See
Framer and Alarm Management User’s Guide (B0750AR).
Using SQL Server, or Windows Account authentication modes require a password.
The panel will not connect to the database automatically. The Server Action button
will be highlighted. Open the Server Actions, set the password, and click Login.

Status Indication Bar

The Status Indication Bar provides easier access to key information about the state of
the alarm panel. Each status includes a tooltip that displays what it is. It is important to
highlight certain conditions to the user, especially when connection to the alarm
database is busy or not connected. The Status Indicator Bar will highlight these
special states when active.

Going from left to right, the status indicators are:

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Filtered The Filter indicator appears when there are active

filters applied to the alarms. The Filter indicator is
highlighted to the user because active alarms may be
filtered out of the view.
Alarm Client Mode The alarm control can operate in different modes. This
indicator shows what mode is active.
• Historical Alarms - This indicator is shown when
the alarm control is showing only historical alarm
messages.
• Historical Events - This indicator is shown when
the alarm control is showing only historical event
messages.
• Historical Alarms & Events - This indicator is
shown when the alarm control is showing
historical alarms and event messages.
Connection Status This indicator shows the database connection status
• Connected - The alarm control is connected to
the database.
• In Progress - The connection to the database or
retrieval of alarm records is in progress. This
status is highlighted to inform the user that the
control is busy.
• Not Connected - The alarm control is not
connected to an alarm database. This status is
highlighted to the user that the control is not
connected.
Database Name This field shows the name of the database that the
control is connecting to.

Tool Bar
The Tool Bar provides one click access to common actions. Each tool button includes
a tooltip that displays what it does. When no actions are selected, the toolbar displays
a basic tool bar. Select Tools in the Action selection bar to show all toolbar buttons.

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Basic Tool bar:

Full Tool Bar:

A Sort Dialog: Displays the alarm control’s Sort dialog. From this dialog, the
sort columns and orders can be modified.
B Reset Sort: When clicked, the alarm control’s sort options will be reset to the
default configured state.
C Records Per Page: This is the number of historical records that are being
displayed in the alarm area. Set the number of record to view per page and
click the Apply button. To page to the previous or next page of records, move
the right-side scrollbar to the top or bottom and press the scroll bar's arrow
indicator.
The alarm control status bar also shows the number of records being shown.
For example, if the Records per Page are set to 500, the status bar would
show:
• For Page 1:Displaying 1 to 500 of 20000
• For Page 2:Displaying 501 to 1000 of 20000
D Apply Changes: Use this button to apply changes to the Records per Page
value.
E Show Query and Filter dialog box.
F Save current query and filters.
G Show Alarm Messages Only: Places the alarm control into Historical Alarm
Message Mode. When active, historical alarm messages are shown in the
alarm area.
H Show Event Messages Only: Places the alarm control into Historical Event
Message Mode. When active, historical system event messages are shown
in the alarm area.
I Show Event and Alarm Messages: Places the alarm control into Historical
Alarm and Event Message Mode. When active, historical process alarm and
system event messages are shown in the alarm area.

Filter & Query Treeview

The Filter & Query Treeview provides easy access to configured filters. It is in the
bottom right corner of the Alarm Panel and can be collapsed or expanded. The
historical alarm panel uses the same Filter & Query Treeview described in Runtime
Alarm Panels, page 95 and Queries and Filters Treeviews, page 110.

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Alarm DB Records
The alarm record area shows all historical alarm and event records that are within the
select time duration range. Alarm Records may also be filtered via the Query & Filter
Treeview.

These user actions are available from the controls right-click context menu:

Sort Opens the Sort dialog as described in the section

Runtime Alarm Panels, page 95 and Tool Bar, page
106.
Queries and Filters... Opens the Query and Filters dialog as described in
the section Runtime Alarm Panels, page 95 and Tool
Bar, page 106.
Requery Sends a new quesry request to the historical database
to refresh the alarm records in the panel.
Reset Restores the Alarm Control to the configured default
settings.

The bottom status bar includes some additional information that can also be useful.

For detailed information about the AVEVA Alarm Client Control, see the AVEVA user
documentation.

Alarm History Panel

The Alarm History Panel provides operators with an interface to the alarm provider’s
alarm records stored in the AVEVA Historian database.
The Alarm History Panel has this basic layout:

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A Tool bar: Provides quick access to common actions such as Pause, Show
Alarm Display, Save, and Ack Selected.
B Status Indicator bar: Shows key information related to what is shown in the
alarm record area.
C Action bar: Operator actions are shown in this area. The type of actions is
determined from the Action Selection bar.
D Action Selection bar: Operator uses these buttons to show different actions
in the Action bar.
E Alarm Records: Shows all messages returned from the Query and Filter
query.
F Filter & Query Treeview: Show all configured Queries and Filters. Operator
can change the query or enable and disable filters from these views.

For information on customizing the Alarm History Panel, see Window Construction
User's Guide (B0750AS).

Action Selection Bar

The Action Selection bar is in the top right corner of the panel. It contains a set of
buttons for user actions that are available to the alarm panel. Clicking any button will
highlight the button and display the actions below.

Time Range Selection Bar

When Tools is selected, the Action Bar area displays the Time Range Selection
action bar. It also shows all toolbar actions in the toolbar. When Tools is not selected,
the toolbar shows common operator actions. This Time Range Selection bar is used
to select the time range of historical alarm and event messages to show in the alarm
area. It can also be used to set the priority range of messages.

Use Current Time

When using the Use Current Time option, the time range is based on the current
time. For example, selecting Last 1Month, updates the alarm control to show records

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starting one month ago and ending with the current time and date. Time values and
the alarm records are automatically updated when the time duration value is changed.

A Use Current Time Option

B Time Duration Selection
C Start Time Value
D End Time Value
E Priority Range Settings

Use Pre-defined Time Range

You can use a time duration from a custom start or end point. To do this, clear the Use
Current Time checkbox and select a time range value, for example 1 Week. Select
the Use Custom Start or End Time checkbox then set the time value. Changes to
the Time or Time duration automatically update the alarm records.

A Use Current Time Option

B Time Duration Selection
C Enable Custom Start Time
D Start Time Value
E Enable Custom End Time
F End Time Value

Use Current Time Select this checkbox to use time ranges that end with the
Option current time. Clear this checkbox to use custom start or end
times.
Time Duration Select the desired Time Range to view. The dropdown list of
Selection durations is based on the Use Current Time option.
Use Start Time This option is available when not using current time. When
Option selected, the time duration is starting from the start time
value. For example, 1 week, starting January 1st.
Use End Time This option is available when not using current time. When
selected, the time duration is ending at the end time value.
For example, 1 week, prior to January 1st.
Start Time Value This is the beginning time value. The alarm records will show
messages starting at, or after this time value.
Use End Time This is the ending time value. The alarm record will show
messages end at, or prior to this time value.

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Apply Changes When using custom Start and End time, click Apply to
update the alarm records.
Alarm Priority Use the Priority To and From fields to set which alarm
Range priorities to view.

Use Custom Time Range

To look at a custom start and end time, clear the Use Current Time checkbox, select
Custom, and specify start and end times. Click Apply to update the time values and
the alarm record.

A Use Current Time Option

B Time Duration Selection
C Start Time Value
D End Time Value
E Apply Custom Time Value

Alarm Priority Range

Use the Priority To and From fields to set which alarm priorities to view.
Set the priority range settings then click Apply to apply them to the alarm records.
The Priority From value must always be Less than or equal to the Priority To value.
The interface will automatically adjust the values if not set correctly.
To show a priority range of 1, set both fields to the same range value and click Apply.

Server Action Bar

The Server Action bar is used to connect to a historical alarm database. The Server
Action bar contains these functions:

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A Authentication Mode: Choose the authentication mode to connect to the

alarm database.
B Server Name: Set the name of the Server that contains the alarm database.
c User ID: Set the name of the user authorized to access the alarm database.
D Password: Set the password associated with the user name to connect to the
alarm database.
E Domain: Set the domain name of the user to connect to the alarm database.
F Login: Click this button to connect to the alarm database using the provided
values.

The authentication mode determines which fields are required. Changing the
authentication mode enables the required fields. The connection is not attempted until
the Login button is clicked.
Framer includes settings for configuring the connection authentication mode. Using
Windows Integrated authentication automatically connects the panel to the database,
if the database name and server are correctly configured in Framer. See Framer and
Alarm Management User’s Guide (B0750AR).
Using Windows Account authentication mode requires a password. The panel does
not connect to the database automatically. The Server Action button will be
highlighted. Open the Server Actions, set the password, and click Login.
The Alarm History Panel does not support SQL Server authentication mode.

Status Indication Bar

The Status Indication Bar provides easier access to key information about the state of
the alarm panel. Each status includes a tooltip that displays what it is. It is important to
highlight certain conditions to the user, especially when connection to the alarm
database is busy or not connected. The Status Indicator Bar highlights these special
states when active:

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From left to right, the status indicators are:

Filtered The Filter indicator appears when there are active filters applied
to the alarms. The Filter indicator is highlighted to the user
because active alarms may be filtered out of the view.
Alarm Client The alarm control can operate in different modes. This indicator
Mode shows what mode is active.
• Historical Alarms - This indicator is shown when the alarm
control is showing only historical alarm messages.
• Historical Events - This indicator is shown when the alarm
control is showing only historical event messages.
• Historical Alarms & Events - This indicator is shown when
the alarm control is showing historical alarms and event
messages.
Connection This indicator shows the database connection status
Status • Connected - The alarm control is connected to the
database.
• In Progress - The connection to the database or retrieval
of alarm records is in progress. This status is highlighted to
inform the user that the control is busy.
• Not Connected - The alarm control is not connected to an
alarm database. This status is highlighted to the user that
the control is not connected.
Database Name This field shows the name of the database that the control is
connecting to — for example, History Blocks.

Tool Bar
The Tool Bar provides one click access to common actions. Each tool button includes
a tooltip that displays what it does. When no actions are selected, the toolbar displays
a basic tool bar. Select Tools in the Action Selection Bar to show all toolbar buttons.

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A Sort Dialog: Displays the alarm control’s Sort dialog. From this dialog, the
sort columns and orders can be modified.
B Reset Sort: When clicked, the alarm control’s sort options will be reset to
the default configured state.
C Records Per Page: This is the number of historical records that are being
displayed in the alarm area. Set the number of record to view per page
and click the Apply button. To page to the previous or next page of
records, move the right-side scrollbar to the top or bottom and press the
scroll bar's arrow indicator.
The alarm control status bar also shows the number of records being
shown. For example, if the Records per Page are set to 500, the status bar
would show:
• For Page 1: Displaying 1 to 500 of 20000
• For Page 2: Displaying 501 to 1000 of 20000
D Apply Changes: Use this button to apply changes to the Records per Page
value.
E Show Query and Filter dialog.
F Save Current Query and Filters.
G Show Alarm Messages Only: Places the alarm control into Historical Alarm
Message Mode. When active, historical alarm messages are shown in the
alarm area.
H Show Event Messages Only: Places the alarm control into Historical Event
Message Mode. When active, historical system event messages are
shown in the alarm area.
I Show Event and Alarm Messages: Places the alarm control into Historical
Alarm and Event Message Mode. When active, historical process alarm
and system event messages are shown in the alarm area.

Filter & Query Treeview

The Filter & Query Treeview provides easy access to configured filters. It is in the
bottom right corner of the alarm panel and can be collapsed or expanded. The
historical alarm panel uses the same Filter & Query Treeview described in Runtime
Alarm Panels, page 95 and Queries and Filters Treeviews, page 110.

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Alarm History Records

The alarm record area shows all historical alarm and event records that are within the
select time duration range. Alarm Records may also be filtered via the Query & Filter
Treeview.

Users can execute several actions from the controls right-click context menu.

Sort Opens the Sort dialog box. See Runtime Alarm Panels, page 95 and
Toolbar, page 140.
Queries Opens the Query and Filters dialog box. See Runtime Alarm Panels,
and page 95 and Toolbar, page 140.
Filters...
Requery Sends another query request to the historical database and refreshes
the alarm records in the panel.
Reset Restores the Alarm Control to the configured default settings.

The bottom status bar includes some additional information that can also be useful.

For information about the AVEVA Alarm Client Control, see the AVEVA user
documentation.

Queries
The alarm panel can have only one alarm query active. The query retrieves all
messages from one or more Alarm Providers. The CHMI alarm Panel supports two
ways to create queries in the CHMI Alarm Panels.
• The Tools action bar which uses Alarm Provider format.
• The alarm control's Query and Filter Favorites dialog that uses SQL Alarm
Query format.
Both formats have the same basic requirements. Each provider query must include
Node, Provider, and Group. These fields do not support the usage of wildcards.
Example formats are:

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Alarm Provider Format

• Single alarm provider query string:

• Multiple alarm provider query string:

Alarm Query Format

Alarm Queries support more than just Tagname in the query. They can include any
additional column value:

Filters
One or more filters can be applied to the alarm panel to refine the messages that are
retrieved by the main alarm query. Filters are only applied to the message that are
returned by the main alarm query. Filters do not require a Node, Provider, or Group.
The Alarm Provider Format does not support or show filters. The CHMI alarm panel
supports two workflows for creating Filters:
• The FILTERS action bar which uses SQL Alarm Query format
• The alarm control's Query and Filter Favorites dialog that uses SQL Alarm
Query format
Filters have the same format as Alarm Queries, but do not require Node, Provider, and
Group settings: <ColumnName> <Condition> <Value>

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Wildcards
Alarm Provider Format
When modifying the Alarm Provider String in the Tools Action Bar, only the "*" wildcard
is supported in the beginning or end of the Tagname value. It does not support more
than one wildcard, or the use of wildcards in the middle of the value.
Supported Alarm Provider Strings with Tagname:
• \\AW0001:0\IASeries!$System!CMP.BLK.ALMNAME
• \\AW0001:0\IASeries!$System!C*
• \\AW0001:0\IASeries!$System!*NAME

Alarm Query and Filter Format

There is more flexibility when creating Alarm Queries, or Filters, from the Alarm
Control’s Query and Filter dialog or Filter Action Bar. The Alarm Query Format
supports any number of additional fields, not only Tagname. Each field supports using
the "%" wildcard at the beginning, end, or both ends of the value. It does not support
wildcards in the middle of the value. When using Wildcards, you must use the "Like" or
"Not Like" conditions.
Supported Alarm Provider Strings with Tagname:
• Tagname = ‘CMP.BLK.ALMNAME’
• Tagname Like ‘CMP%’
• Tagname Like ‘%NAME’
• Tagname Like ‘%BLK%’

Alarm Recovery and Redundancy

You can configure alarm provider redundancy for SCD6000 controllers to increase the
availability of the alarm subsystem. Consider enabling this option to allow the backup
alarm provider to recover the alarms database from the main alarm provider during
startup. This helps ensure that the backup alarm provider is always current with the
active alarms database, and ready to act as the main alarm provider if the current
main alarm provider is shut down, rebooted, or encountered a loss of power.
You must configure the SCD6000 controller to deliver alarms to both the Main Alarm
Provider and the Backup Alarm Provider. It helps ensure that alarms are always
delivered to both alarm providers from the source controller. This is required for
redundant alarm providers.

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Chapter 5: Block Select

Block Select (the Compound and Block Overview window) provides a
representation of control databases.
Use Block Select to:
• Bring detail displays into Control HMI.
• Turn ON and OFF compounds and their associated blocks.
• Expand a list of the network’s stations and compounds, revealing the hierarchical
structure of the control database.
• View a list of blocks within all connected stations, and sort the list by different
criteria.
Access Block Select from the Control HMI Quick Access Toolbar or from the Control
HMI Utilities menu.
The Block Select window provides two views:

Command Description
Station View A scrollable hierarchical view of stations and
compounds on the left panel and a list of blocks for
the selected compound on the right panel
For more information, see Viewing the Control
Database, page 151.
Block View A scrollable and sortable list of blocks within all
connected stations.
For more information, see Viewing the Block List,
page 151.

The data in Station View and Block View are not updated until you perform a
Refresh operation on the stations.
NOTE: Block Select only provides data that has been downloaded to the Control
Station. It does not include the Strategy hierarchy because strategies are not part
of the Control database.

Station View
The database is organized by stations, compounds, and blocks. The database can be
viewed by placing Block Select in Station View. The stations and compounds
appear on the left panel of the screen, while the blocks for the selected compound
appear on the right panel.

Stations in the Database

When you open the Block Select window for the first time after installation, only the
stations appear. Each station, represented by a station icon, indicates its connection
status.

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Station Icon Connection Status Indicates

No attempt was made to connect the
station, or the station has been
marked to be excluded from Refresh
All. An out-of-network station (a
station that is not on /etc/
wpcplns file), when
unconnected, displays the same
Unconnected icon as that of the connected station,
but deletes all compounds and
blocks from the station view and
block view.
NOTE: A Refresh All does not
change the connection status of
unconnected stations.
Block Select has successfully
retrieved data for the station. Out-of-
Connected network stations are displayed with
a green icon rather than blue.
Attempts to connect the station have
Unsuccessful not been successful, so data is not
connection available.

Expanded Station
The expanded station displays its compounds on the left panel. Only connected
stations can be expanded.
Each compound displays:
• Status (ON or OFF), indicated by the icon
• Name

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• Highest alarm priority number (if an alarm exists)

These icons indicate a compound’s status:

Icon Compound status

Compound is ON.

Compound is OFF.

When a compound is selected, it displays the blocks in the right panel. For each block
you can view its:
• Block status, indicated on the block icon

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• Block name
• Highest alarm priority number (if an alarm exists)
• Block type

Block View
Block View displays a list of blocks within all connected stations. This list does not
include ECB blocks. For viewing the ECB blocks, select the compound containing
ECB blocks from the Station View. These icons indicate a block’s status:

Icon Block status

Automatic

Manual

No Manual/Auto parameter

Undefined

Error

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Column Description
Block The name of the block. Block state icons.
Status The block’s status.
Alarm The highest alarm priority for the block, if in alarm.
Type The block’s type.
Compound The name of the compound containing the block.
ON Y indicates the compound is ON. N indicates the compound is
OFF.
Station The name of the station containing the block.

Report Views
You can configure custom report views to display certain information on selected
compounds or blocks in the connected stations that you select. Using search filters,
you can also limit the report to compounds or blocks containing specific characters.
Predefined templates are available to provide information for these control database
conditions:
• Compounds off-scan

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• Compounds in-alarm
• Compounds with alarms inhibited
• Blocks off-scan
• Blocks in-alarm
• Blocks with alarms inhibited
• Blocks not in control
• Blocks in manual
• Blocks with bad I/O
This figure shows a sample view of the blocks-in-alarm report for a selected station.
This report lists all the blocks in alarm along with the associated compound,
description, and alarm priority.

This figure shows a sample view of the blocks-in-manual report for a selected station.
This report lists all the blocks in manual along with the associated compound and
description.

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Interfacing with Control HMI

Access for turning compounds ON or OFF is based on the current state of Control
HMI. If turning compounds ON and OFF is protected in Control HMI, this capability is
protected in Block Select.
NOTE: If you enable Control HMI access in , you need to restart Block Select to
read the new access information.
Turning compounds ON and OFF is performed by the associated Control HMI. Block
Select sends a message to the associated Control HMI. The Block Select window is
not updated with new ON/OFF status information until all the compounds have been
processed by Control HMI.
Since turning compounds ON and OFF is through Control HMI, these actions are
subject to the logging properties and security of that instance of Control HMI. The
action will be logged by the Platform object for the workstation, if the Platform object
has been configured as an Alarm Provider.
When running multiple Control HMI sessions, be aware that Block Select
communicates with Control HMI from which it was called.
For more information on configuring access to Block Select, see Framer and Alarm
Management User’s Guide (B0750AR).

Block Select Window

The Block Select window allows you to view the control database and perform these
functions:
• Call in a detail display to Control HMI.
• Turn ON or turn OFF a compound in the control database.
• Search for a station, compound, or block.

Menu Bar

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Options Menu

Command Description
Refresh Retrieves the current station and compound
information from the selected control stations, which
can be in any state.
Refresh All Retrieves the current station and compound
information from the control station for all connected
stations in the view. Therefore, Refresh All does not
retrieve data for stations that are in unconnected
state.
Exclude from Refresh The icons for excluded stations indicates that they
are Unconnected.
NOTE: Use this option when information is not
needed from certain stations or when you want
to speed up the Refresh All operation.
Multi-Select On Allows selection of more than one station,
compound, or block. Select this command, if you
want to clear the selected objects. Enables you to
turn multiple Control Core Services compounds ON
or OFF simultaneously, perform a Refresh operation
on more than one station at once, or cycle through
several detail displays by repeating a single action
(touch or click).
NOTE: When selected, you cannot mix stations
and Control Core Services compounds.
Find... Opens the Find dialog, which allows you to search
for stations, Control Core Services compounds, or
blocks in the view or on the network.
Show Detail Display Displays a block, compound, or station detail display
in Control HMI.
Save As... Opens the View Save As dialog for saving the
Block View or any custom report view as a text file (.

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Command Description
txt) or comma separated value (.csv) file in the
\InFusion\View\Select\Reports directory.
Print Block List Opens the Block Select Print dialog for specifying
whether to print all items or only selected items in
the Block View or a custom report view.
Exit Exits from Block Select.

Compound Menu

Command Description
Compound ON Turns the selected Control Core Services
compounds ON.
Compound OFF Turns the selected Control Core Services
compounds OFF.

View Menu
A checkmark appears next to selected items in the View menu.

Command Description
Toolbar Displays or hides the buttons that call the most
frequently used commands.
Compound Toolbar Displays or hides the buttons for turning the
selected Control Core Services compounds on or
off.
TouchScreen Toolbar Displays or hides the Touchscreen toolbar.
Status Bar Displays or hides the Status Bar at the bottom of the
Block Select window.
TouchScreen Font Toggles the screen to Touchscreen mode with larger
fonts and toolbar buttons.

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Command Description
Always On Top Keeps the Block Select window in front of all the
other windows, unless minimized.
Configure Report Opens the Configure Report dialog for creating
and activating custom reports views.

Help Menu

Command Description
Help Topics Displays the Block Select help screen.
About Block Select Displays the Block Select version and copyright
information.

Station and Block View Tabs

Block Select provides two tabs to view the Station View and the Block View.

Select To display
Station View A hierarchical view of the control database.
Block View A table view of all the blocks (excluding ECB blocks)
in all connected stations.

Status Bar
This information is displayed in the Block Select Status bar, depending on the
number of items selected:
• Current selection (if one item is selected)
• Number of items (if more than one item is selected)
• Date and time for the last Refresh command
When the mouse is placed over a toolbar icon, a description of the task is displayed in
the status bar.

Toolbar

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Icon Function
With Control Core Services compounds or blocks selected, opens
the corresponding detail display.
NOTE: Same as the Show Detail Display command in the
Options menu.
Click to select multiple stations, Control Core Services compounds
or blocks. Click again to clear the selected objects.
NOTE: Same as the Multi-Select On command in the Options
menu.
Refreshes the selected stations.
NOTE: Same as the Refresh command in the Options menu.

Opens the Find dialog, which allows you to search for stations,
Control Core Services compounds, or blocks in the view or on the
network.
NOTE: Same as the Find command in the Options menu.
Displays Block Select version number and copyright information.
NOTE: Same as the About Block Select command in the Help
menu.

Compound Toolbar

Icon Function
With one or multiple Control Core Services compounds selected,
turns OFF the selected compounds.
NOTE: Same as the Compound OFF command in the
Compound menu.
With one or multiple Control Core Services compounds selected,
turns ON the selected compounds.
NOTE: Same as the Compound ON command in the
Compound menu.

Touchscreen Toolbar

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Icon Function
Scrolls the selected pane up one page.

Scrolls the selected pane down one page.

Scrolls the selected pane up one line.

Scrolls the selected pane down one line.

Exits Block Select.

Understand the Dialog Boxes

Find Dialog Box
The Find dialog is called by clicking the Find button in the toolbar, or by clicking the
Find command on the Options menu.
Use this dialog box to locate:
• Stations, Control Core Services compounds, and blocks that are in the current
view
• Any station, compound, or compound:block that are on the network
A keyboard is required to use the Find dialog.

Find in View Tab

Select this tab to search for any station, compound or block in the current view.
You have to restrict your search to conform to objects within the right or left panel. For
example, you can search for a station:compound by entering the station and the
compound names in their respective fields, as the stations and Control Core Services
compounds are located in the same panel. However, a compound:block search, or a
station:compound:block search is not feasible, as the stations and compounds are
located in the left panel and the blocks in the right panel.
To perform a compound:block search:
• Select the specific compound, use the Block field to enter the name of the block
to be located within the compound.
To perform a station:compound:block search:

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• Select the desired station and compound, use the Block field to enter the name
of the block to be located within the compound.

This table describes the elements of the Find in View tab in the Find dialog.

Field or Button Description

Station Enter the name of the required station (up to six
characters). Select the Match Whole Word
checkbox to search for an exact match of the
specified station name.
Compound Enter the name of the required compound (up to 12
characters). Select the Match Whole Word
checkbox to search for an exact match of the
specified compound.
Block Enter the name of the required block (up to 12
characters). Select the Match Whole Word
checkbox to search for an exact match of the
specified block.
Match Whole Word Only available from the Find in View tab. Select this
checkbox to force an exact match.
Find Station Searches for a station that matches the find criteria in
the view. Click this button to locate the next
occurrence. If the multiselect option is set, every
station that meets the criteria remains selected as
you continue to search for the required station.
Note: If the Match Whole Word option is not
selected, this option searches for station names that
contain the specified search string.
Find Compound Searches for a compound that matches the find
criteria in the view. Click this button to locate the next
occurrence. If the multiselect option is set, every
compound that meets the criteria remains selected
as you continue to search for the required
compound.
You can also enter the station name in the Station
field to find the station:compound.

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Field or Button Description

NOTE: If the Match Whole Word option is not

selected, this option searches for compound
names that contain the specified search string.
Find Block Searches for a block that matches the find criteria in
the view. Click this button to locate the next
occurrence. If the multiselect option is set, every
block that meets the criteria remains selected as you
continue to search for the required block.
• To search for a compound:block, select the
required compound to and enter the block name
in the Block field.
• To perform a station:compound:block search,
select the required station and compound and
enter the block name in the Block field.
NOTE: If the Match Whole Word option is
not selected, this option searches for block
names that contain the specified search
string.
Done Closes the Find dialog.

Find in Network Tab

Select this tab to search for any station, compound, or compound:block on the
network. You have to provide the complete name for the search.

This table describes the elements of the Find on Network tab in the Find dialog.

Field or Button Description

Station Enter the name of the station (up to six characters).
You need to enter a complete name.
Compound Enter the name of the compound (up to 12
characters). You need to enter a complete name.

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Field or Button Description

Block Enter the name of the block (up to 12 characters).
You have to enter a complete name.
Note: To search for a given block, the station and
compound names have to be provided. Find then
searches for the station:compound:block or
compound:block.
Find Station Searches for a station that matches the find criteria.
Find Compound Searches for a compound that matches the find
criteria. You can also enter the complete station
name in the Station field to find a station:compound.
Find Block This field is disabled until the compound name or the
station and compound names are provided. Find
then searches for the compound:block or the station:
compound:block.
Done Closes the Find dialog.

Configure Report Dialog Box

Use the Configure Report dialog to activate or deactivate existing custom report
views and to create new or edit existing custom reports through the NEW/EDIT/COPY
Report dialog. You call the Configure Report dialog by clicking Configure Report on
the View menu. After configuring a custom report, perform a Refresh to view the
report.
This is the Configure Report dialog with two reports, one of which is activated.

This table describes the elements of the Configure Report dialog.

Field or Button Description

Custom Reports Lists the existing reports that you can edit, activate,
deactivate or delete.
New Opens the NEW/EDIT/COPY Report dialog for
creating a new report.

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Field or Button Description

Edit Opens the NEW/EDIT/COPY Report for editing an
existing report.
Activate Checks the selected report for activation by a
Refresh command.
Deactivate Clears the selected report. It is not activated by a
Refresh command.
Delete Deletes the selected report from the configuration.
OK Saves the report configuration changes and closes
the dialog.
Cancel Discards the report configuration changes and
closes the dialog.

NEW/EDIT/COPY Report Dialog Box

Use the NEW/EDIT/COPY Report dialog to configure custom report views for
displaying certain information on selected Control Core Services compounds or
blocks in the connected stations that you select. Using search filters, you can also limit
the report to Control Core Services compounds or blocks containing specific
characters.
The NEW/EDIT/COPY Report dialog is called by clicking New or Edit in the
Configure Report dialog.
This figure shows the NEW/EDIT/COPY Report dialog with a configured blocks-in-
alarm report type.

This table describes the elements of the NEW/EDIT/COPY Report dialog.

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Field or Button Description

Report Title Enter the title of the report.
Report Type Click a report type from this list of available report
types.
Compound Enter a text string (for example, R110*), to limit the
search to Control Core Services compounds
containing specific characters.
Blocks Enter a text string (for example, P110*), to limit the
search to blocks containing specific characters.
Select All Stations Select this checkbox to search all stations.
Select All Alarms Select this checkbox to search all alarms for blocks.
Available List of stations or alarms available for searching.
Selected List of stations or alarms selected for searching.
Moves selected stations or alarms from the
Available list to the Selected list.
Moves selected stations or alarms from the Selected
list to the Available list.
Save Saves the report configuration and closes the dialog.
Save is active when an existing report configuration
has been edited, but the Report Title field has not
been changed.
Save As Saves the report as a new report and closes the
dialog. The Save As button becomes active when
the Report Title field is modified.
Cancel Discards the report configuration changes and
closes the dialog.

Block Select Print Dialog Box

Use the Block Select Print dialog to print a block list. The elements of this dialog are
listed in this table.

Field or Button Description

Print all items Prints the entire block list.
Print only selected items Prints portions of the block list.
OK Saves the selection and closes the dialog.
Cancel Discards any change and closes the dialog.

Control Menu
You can operate on the Block Select window by clicking commands on the Control
menu.
The Control menu commands are described in this table.

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Command Description
Restore Restores a maximized window to its previous size.
Move Lets you use arrow keys to move the window. Pressing
Enter maintains the new location.
Size Lets you reduce or enlarge the window by pressing
keyboard arrow keys. Pressing Enter maintains the new
size.
Minimize Reduces the window to a button on the taskbar at the bottom
of the screen.
Maximize Enlarges the window to full screen.
Close Exits Block Select.

Using Control HMI Block Select

Calling/Exiting Block Select
In Control HMI, click Tools > Block Select.

Operating on Compounds and Blocks

Expanding a Station
1. Perform one of these actions from the Station View tab:
• Click the + box in front of the connected station.
• Double-click the station icon.
The compound, Equipment Control compound, and all configured control
compounds appear on the left panel of the window.

Viewing Blocks in a Compound

1. In the Station View tab, select a station and expand it.
2. In the list of compounds that appear on the left panel, click the required
compound.
The blocks for the selected compound appear on the right panel of the window.

Searching Connected Stations for a Station, Compound, or Block

You can locate a station, compound, or block using the Find dialog. For more
information on the Find feature, see Find Dialog Box, page 142.
1. Perform one of these actions:

• In the toolbar, click .

• Click Options > Find.
The Find dialog appears.

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2. Click the Find in View tab.

3. Enter the station name, compound name, or block name in the appropriate box.
If the complete name is not entered, Block Select locates objects that contain
the specified search string.
4. If you want an exact match against the complete name, select the Match Whole
Word checkboxes.
5. Click Find Station, Find Compound, or Find Block as appropriate.
Block Select attempts to locate the next object name that contains the specified
search string.
6. To locate the next occurrence, repeat step 5.
Upon reaching the end of the list, the find operation loops to the beginning of the
list.
NOTE: If Multi-Select On is selected, each found object name remains
selected.
7. When you are finished, click Done.

Searching the Network for a Station, Compound, or Block

You can search the entire network to locate a station, compound, or compound:block.
1. Perform one of these actions:

• In the toolbar, click .

• Click Options > Find.
The Find dialog appears.
2. Click the Find on Network tab.
3. Perform one of these actions:
• In the Station box, enter a complete station name.
• In the Compound box, enter a complete compound name.
• Enter both the compound name and block name in the Compound box and
Block box, respectively.
NOTE: Each box needs a complete name.
4. Perform one of these actions:

To locate a Click
Station Find Station
Compound Find Compound
Compound:Block Find Block

Block Select searches for the next object name that exactly matches the
specified names.
5. To locate the next occurrence, repeat step 4.
Upon reaching the end of the list, the find operation loops to the beginning of the
list.
6. When you are finished, click Done.

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Selecting Stations, Compounds, or Blocks

You can select multiple stations, compounds or blocks and then perform an action on
them.

1. Click in the toolbar, and select the desired stations, compounds, or blocks.
2. Click Options > Multi-Select On, and click the desired stations, compounds, or
blocks.
The status bar indicates the number of items selected.

Clearing Stations, Compounds, or Blocks

1. Click in the toolbar.

2. Click Options > Multi-Select On.

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Turning Single Compounds ON or OFF

When you turn a compound ON or OFF from Block Select, these changes occur:
• The compound’s icon changes.
The screen refreshes.
Turning OFF a compound stops the control logic performed by that compound.
1. Click the compound.
2. Perform one of these actions:
• Click Options > Compound ON or Options > Compound OFF.

• Click or in the compound toolbar.

Turning Multiple Compounds ON or OFF

1. Select the compounds, using the multiselect feature.
2. Perform one of these actions:
• Click Options > Compound ON or Options > Compound OFF.

• Click or in the toolbar.

See Interfacing with Control HMI, page 137.

Printing a Block List

To print a block list on a Windows-based workstation:
1. Click Options > Print Block List.
The Block Select Print dialog appears.
2. Select the required option:

Select To
Print all items Print the entire block list.
Print only selected items Print the selected items in the block list.

3. Select the printer from the Printer dialog, then click Print.
The block list is printed to the selected printer.

Viewing the Control Database

You can view a scrollable structure that shows the hierarchy among stations and
compounds. The blocks for the selected compound appear in the right panel of the
Block Select window.
To view the control database, click the Station View tab. A list of stations appears.

Viewing the Block List

You can view a list of all the blocks (excluding ECB blocks) within the connected
stations. The list is scrollable and you can sort any column.

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To view the list of blocks, click the Block View tab.

To view the ECB blocks, select the compound that contains the ECB blocks. The block
list appears on the right panel.

Performing a Refresh
The Refresh operation updates:
• Connection status
• Compound information
• ON/OFF status and alarm priority (if it exists) for each compound
• Status (for example, Manual/Automatic) and alarm priority of each block
Block Select automatically performs a Refresh of the station when you turn a
compound ON or OFF.
If you perform a refresh on a station that Block Select cannot access, it tries to
access the station for seven seconds, during which time the application is
unresponsive.
1. Select the required station.
2. Perform one of these actions:

• Click in the toolbar.

• Click Options > Refresh.

Performing a Refresh All

Refresh All refreshes this information for all the connected stations:
• Compound information
• ON/OFF status and alarm priority (if it exists) for each compound
• Status (for example, Manual/Automatic) and alarm priority of each block
To perform a Refresh All, click Options > Refresh All.

Adjusting the Width of a Column

You can adjust the width of columns on the Block View tab.
To automatically adjust a column’s width:
• At the top row of a column, double-click the vertical rule to the right of the column.
The column’s width resizes to conform to the size of the widest cell in the column.
To manually adjust a column’s width:
• Click a vertical rule and drag it to another position.

Configuring Report Views

You can configure custom reports for display in tabbed pages on the Block Select
window using these dialogs:
• Configuring Report Views, page 152.
• NEW/EDIT/COPY Report Dialog Box, page 146.

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1. Click View > Configure Report.

The Configure Report dialog appears.
2. Perform these operations as necessary:
a. To configure a new report, click New to open the NEW/EDIT/COPY Report
dialog, and go to step 3.
b. To edit an existing report, click the report title in the Custom Reports list to
open the NEW/EDIT/COPY Report dialog, and go to step 3.
c. To activate an existing report, click the report title in the Custom Reports list,
then click Activate.
d. This selects the checkbox next to the selected report.
e. To deactivate an existing report, click the report title in the Custom Reports
list, then click Deactivate
f. This clears the checkbox next to the selected report.
g. To delete an existing report, click the report title in the Custom Reports list,
then click Delete.
h. When you have completed configuring reports, click OK to close the
Configure Report dialog.
3. In the Report Title box, enter the title of the report.
4. In the Report Type list, click the desired report type.
5. In the Search Control Station group box, select the stations for the report by
performing one of these actions:
• To generate the report for all available stations that are connected, select the
Select All Stations checkbox.
• In the Available list, click the stations for which you want to generate the

report, then click to move them to the Selected list.

Moving Stations from Selected to Available

To move stations from the Selected list to the Available list:

1. Select the stations, then click

2. To select several stations, use the Multi-Select function.
3. In the Select Alarm Filters group box, select the alarms for the report by
performing one of these actions:
• To generate the report for all available alarms, select the Select All Alarms
checkbox.
• In the Available list, click the alarms for which you want to generate the

report, then click to move them to the Selected list.

4. Move alarms from the Selected list to the Available list, select the alarms, then

click
NOTE: To select several alarms, use the Multi-Select function.

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5. In the Search Filter group box, set the search filters:

a. In the Compound box, enter a text string to limit searching to only those
compound names containing this string. You can use the * as a wild card, for
example, BOILER* limits searching to only those compounds that start with
BOILER.
b. In the Blocks box, enter a text string to limit searching to only those block
names containing this string. You can use the * as a wild card, for example,
TEMP* limits searching to only those blocks that start with TEMP.
6. Click Save, then click Yes to confirm the save operation.
7. Select the custom report and click Activate to activate the custom report.
8. Click OK to save the configuration and close the dialog box.
9. Switch to the custom report tab.

10. Click the Refresh button on the toolbar to populate the report with the defined
configuration.

Moving/Resizing a Window
You can use the window’s handles (corners) to resize the window. You can point the
mouse at the window’s title bar (caption) and drag the window to a different screen
position. Additionally, you can operate on the Block Select window by clicking
commands on the Control menu.
To move or resize the window using the Control menu:
1. Click the Block Select icon in the top left corner of the window.
The Control menu appears.

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2. Select the appropriate command, from the list of commands in the table below.

Command Description
Restore Restores a maximized window to its previous
size.
Move Lets you use arrow keys to move the window.
Press Enter to drop the window.
Size Lets you reduce or enlarge the window by
pressing keyboard arrow keys. Press Enter to
drop the window.
Minimize Reduces the window to a button on the taskbar at
the bottom of the screen.
Maximize Enlarges the window to full screen.
Close Exits Block Select.

Accessing Windows
Accessing a Station Block Detail Display
A Station Block Detail Display provides information such as the Continuous
Control block processing load, total control load, basic processing cycles and
overruns, amount of dynamic free memory, and number of peer-to-peer connections.
1. Expand the station.
2. Click the Station compound.
3. Click the Station block from the right panel.
4. Perform one of these actions:

a. Click in the toolbar.

b. Double-click the station block.
c. Click Options > Show Detail Display.

Accessing a Compound Detail Display

A Compound Detail Display provides information on the period, compound phasing,
block alarm level inhibit, highest block alarm level within the compound, operational
state of Sequential Control blocks, initialization state, and names of the device
groups to which block alarm information is sent.
1. Expand the station to show its compounds.
2. Click the compound.
3. Perform one of these actions:

a. Click in the toolbar.

b. Double-click the compound.
c. Click Options > Show Detail Display.

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Accessing a Block Detail Display

Block Detail Displays allow you to view and control alarms, view trend data, tune
loops, and perform process control tasks such as ramping.
The Block Detail Display contains the block alarm summary, buttons to open various
overlays, the detail display, the contents of the control input/output page, and buttons
for manipulating block parameters and moving from page to page in the display.
1. Click a block.
2. Perform one of these actions:

a. Click in the toolbar.

b. Double-click the block name.
c. Click Options > Show Detail Display.

Viewing Multiple Detail Displays

To view multiple detail displays:
1. Select multiple compounds or blocks by performing one of these steps:

• Click in the toolbar, then click the required items.

• Click an item, then press and hold Shift and click another item. You can
select stations or compounds, but not both.
This selects a range of items.

2. In the toolbar, click repeatedly to cycle through the detail displays.

Displays appear in the sequence that the compounds or blocks were selected.
The Block Select status bar identifies the name of the active compound or block.

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Chapter 6: States View

The Control HMI has a window for viewing deployed electrical system devices and
their corresponding live values running in an SCD controller. The States View Panel
has several areas that operators use to navigate the deployed electrical system data,
visualize data and the corresponding live values, as well as export and access
Control HMI features for showing Detail Displays, and assigned user displays.

A Grid Column Selector

B Main Grid Area
C States View Ribbon
D States View Command Bar
E Device Values
F Status Bar
G Sort and Filter Datasource
H Navigation

You can find more information about configuration settings and permission related to
the States View Panel functionality and operations in Framer and Alarm Management
User’s Guide (B0750AR).
You can find more information about the States View Panel user control and graphic
symbol in Window Construction User's Guide (B0750AS).

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Basic Operations
Access States View from the Control HMI Quick Access toolbar or from the Control
HMI Views menu.

Navigation
The main grid area is empty when it is first opened. The Navigation pane contains a
hierarchical view of the deployed electrical system database.

Querying the Deployed Data

1. Check nodes in the Navigation pane.
2. Click Show Results.
The query populates the grid and connects the listed items to live values coming
from the SCD controllers.

The Value, Quality, and Timestamp columns (VQT) are permanent columns.
These columns cannot be hidden. They contain the live values received from the
SCD controller.

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Value Quality Colors

The quality of the live value determines the appearance of the VQT values. The
Control Software Galaxy styles are used to format the value. The styles can be
configured in IDE > Galaxy > Configuration > Galaxy Style Library. The other
deployed data columns are static values that are not formatted for quality.

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Device Information
When a row is selected, the data in the row appears in the Device Values pane. This
includes all the columns and live values.

Control HMI Actions

When a row is selected, the selected tag information is sent to the Control HMI tag
bar. This information can be used with the other Control HMI features. The Show
User Display and Show Detail Display buttons are enabled for the connections
when:
• The row has a usable value.
• The operator has permission to use them.

Show Detail Display

Show User Display

The buttons appear in the States View ribbon and the Command Bar.

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Grid Columns
Columns in the grid view can be:
• Rearranged
• Resized
• Pinned to the left or right
• Hidden

Displaying the Columns

Use the Grid Column Selector to show and hide the columns. The Grid Column
Selector is located in the top-left corner of the grid. The available columns are from
the deployed electrical data and they do not include the live VQT columns.

Filtering Data and Values

The States View Panel is a combination of static and live data. When you select
items in the navigation pane, it queries the deployed database. This can result in
multiple pages of information. The live value connections are available only on the
current page. Direct filtering of the grid data and live values is disabled when multiple
pages of data are loaded. Filtering of the returned data can be done from the Sort and
Filter Datasource pane. Create and apply database filters to reduce the size of data
to fit on one page.
NOTE: The Page Size selector on the States View ribbon bar can be used to
increase the page size to a maximum of 1000 rows. For more information, see
States View Ribbon and Command Bar, page 166 and Performance
Consideration, page 181.

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Filtering the Data Source

1. In the Column ID list, select a column name.
2. In the Match list, select the match criteria.
3. In the Filter String cell, type the text to filter by.
4. Select the Include checkboxes on each filter to apply.
5. Click the Apply Filters button.
For more information, see States View Panel Details, page 166.

Grid Column Filters

The grid column filters are available when the data is reduced to fit on one page.
Operators can use the grid filters to create filters on any column including the live VQT
columns.

Use the column’s Filter dropdown to select the different types of filter conditions.

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Custom filters can be created by selecting the Custom option.

Clearing Filters
On the Sort and Filter pane, click Clear. This clears the data source filters.

The States View ribbon and Command Bars have indicators that show the status of
all the active data and grid filters. Click Clear to remove all grid column filters and
custom data filters.

Sorting Data and Values

The States View Panel is a combination of static and live data. When you select
items in the navigation pane, it queries the deployed database. This can result in
multiple pages of information. The live value connections are available only on the
current page. Direct sorting of the grid data and live values is disabled when multiple
pages of data are loaded. Sorting the returned data can be done from the Sort and
Filter Datasource pane. Create and apply database filters to reduce the size of data
to fit on one page.
NOTE: The Page Size selector on the States View ribbon bar can be used to
increase the page size to a maximum of 1000 rows. For more information, see
States View Ribbon and Command Bar, page 166 and Performance
Consideration, page 181.

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Sorting the Data

1. In the Sort list, select a column name.
2. Click Sort A-Z or Sort Z-A to sort the data in the column.
NOTE: The sorting can be cleared by untoggling the Sort A-Z and Sort Z-A
buttons.
The Sort toolbar is only available when there are multiple pages of data. When
the data is reduced to fit on one page, the data source Sort option is disabled.
Click the grid column headers to apply sorting.

Sorting the Grid Column Headers

The grid’s Sort toolbar is only available when there are multiple pages of data. When
the data is reduced to fit on one page, the data source Sort option is disabled. Click
the grid column headers to apply the sort.
1. Click once to apply Sort A to Z.
2. Click twice to apply Sort Z to A.
3. Click three times to clear the sort.

Export
Operators can export the details of the grid view to a file. Only the current page values
are exported. If the grid contains multiple pages, use the Append option to export
different pages to the same file. The Export option is located on the ribbon, and
command bar. It is enabled when the grid contains data.

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Configuring the Default Export Settings

The operator can configure the default export settings from the ribbon Export section.

Click Export. The Verify Export Results dialog with default settings appears. The
default settings can be modified from the dialog.

The top area of the dialog shows this expected outcome when the export is
completed.
• The file will be created, replaced, or appended.
• The file format will be CSV or XML.
• The file will contain the hidden column values or not.

Exporting a File
1. Select a file type, CSV or XML.
2. Select or type in a filename.
3. Select these additional export options:
a. Include values of hidden columns.
b. Append the export data to an existing file.
4. Click Create or Replace to export the data. Or, click Cancel to cancel the export
operation.

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States View Panel Details

States View Ribbon and Command Bar
The header section of the States View contains the ribbon or command bar as
shown. The ribbon bar appears by default. Operators can switch between the ribbon
and command bars by using the collapse and expand buttons.
The header sections are described in these images:

Figure 13 - States View Ribbon Bar

A Show Detail Display

B Show User Display
C Change Navigation View
D Source Data Status
E Data and Grid Status
F Export
G Collapse the Ribbon Bar
H Restore Default Layout
I Delete User Layout
J Load User Layout
K Save User Layout

Figure 14 - States View Command Bar

A Source Data Status

B Change Navigation View
C Show Detail Display
D Data and Grid Filter Status
E Expand the Command Bar
F Export
G Show User Display

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User Layout Actions

The States View panel opens to the default view unless the changes are saved.
When the panel is opened, the States View window looks for the saved settings and
loads them. Custom data filters or layout changes are lost if they are not saved.
Operators can modify the appearance of the States View using these settings:
• Custom data filters
• Showing and hiding different columns
• Rearranging or pinning columns to different locations
• Moving or changing the dock location of the different States View panes
The States View main ribbon bar has a set of user layout action buttons. The user
layout buttons enable the user to save the changes for subsequent opening of the
panel. When the States View panel is reopened, the saved filters, columns and dock
location are restored.

Figure 15 - User Layout Action Buttons

Button Functionality
Save User Layout Save the layout to the user’s CHMI profile
location.
Load User Layout Re-load the user’s saved layout.
Delete User Layout Delete the user’s saved layout.
Restore Default Layout Load the default layout. This does not
delete the user’s saved layout.

Control HMI Actions

Operators can select any row in the main grid area. When a row is selected, the
information is made available to the Control HMI. If the permissions are configured,
the Control HMI action buttons are enabled in the States View ribbon and command
bars.

CHMI Feature Description

Tag Selection When a row is selected, the CMP.BLOCK.PARAM is
automatically sent to the Control HMI tag bar. It can be used
in standard Control HMI, Pick and Assign functions like
assigning the point to the Watch panel or a Scratchpad trend.
Show User If the operator has permission and the selected CMP.BLOCK is
Display assigned to a process window, the operator can show the
window for the CMP.BLOCK.
If the CMP.BLOCK is not assigned to a display but the operator
has permission, the Detail Display opens.
Show Detail If the operator has permission, the Detail Display can be
Display shown for the selected CMP.BLOCK.

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Configuring Key Tag Relationships to User Displays

User displays can have key tags assigned to them from the Control HMI Framer
application. When a tag is assigned, users can quickly navigate to the related user
display. Select the tag from the CHMI Alarm View or States View panels, and click
Show User Display.
• When configuring tag assignments, assign the ‘COMPOUND’, or
‘COMPOUND.BLOCK’, portion of the tag reference. Do not include the parameter
or attribute portion of the tag reference.
• User displays can be assigned with multiple tag references. But, a specific tag
reference can only be assigned to one user display.
• You cannot assign the same tag to multiple user displays.
1. Open the Control HMI Template from IDE.
2. To open the Control HMI Framer, in the WindowMaker menu, select Special >
Framer > Open.
3. In the Configuration Explorer pane, expand Navigation and select a recipe to
configure.

4. The Window Select pane is in the bottom-right of the Navigation page. It

contains the list of user-built InTouch windows. Select a window.

5. Click Alarms. The Tag Assignment dialog appears.

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6. Enter the tag name reference and click OK. This assigns the tag relationship to
the display.
For example:
Enter COMPOUND or enter COMPOUND.BLOCK.
7. Repeat step 5 to assign more tags to the user display.
8. Save and close the Framer.

Navigation
The navigation section contains two settings that control the way:
• The operator navigates the electrical data.
• The amount of data shown in the grid area.

The States View deployed data contains two structured pieces of data that is used to
organize the electrical devices. These pieces of data are used to build two hierarchical
views in the Navigation pane. Operators can select the different views by selecting
from the top drop-down list. This setting is available on the ribbon and command bars.

Figure 16 - States View Ribbon Bar Navigation Drop-down List

Figure 17 - States View Command Bar Navigation Drop-down List

The Electrical Address view is constructed from the values found in the deployed
ORIGIN data column. For example:
ORIGIN: Substation_38EQI / LV_Bench1 / SCD6000 / ATV001

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The IEC Address view is constructed from the values found in the deployed
GATEWAY and IEDNAME data. Using the same device information from the previous
example:

IEDNAME SCD_6K
GATEWAY SCD_6KSCD6K/GGIO3$ST$Ind1$stVal

The IEDNAME is separated from the gateway value and the $ information is removed.
This is used to create the hierarchical view. SCD_6K / SCD6K / GGIO3

The Page Size option allows the operator to change the number of items per page in
the grid. It is only available from the States View ribbon bar.

When working with a very large deployed database, performance can slow down. On
a pristine system with 100k records, the time to change pages, sort or filter, takes 3 to
5 seconds when the page size is at 1000. The operator can use this setting to reduce
the page size if performance has slowed.
This option is also useful if the default page size is configured to 250, and the operator
wants to export 1000 records with live values. The operator can change the setting to
increase the number of live values in the current page.

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Source Data Status: States View Ribbon Bar and Command Bar Indicators
The States View panel connects to the deployed data file when it opens. This header
section shows the status of the connected data. The status indicators are available
from the States View ribbon and command bar headers.

Table 17 - States View Ribbon Bar Source Data Status

The deployed source data is not found or cannot be loaded.

A new deployed data file is available and not loaded yet. The
data in the States View is not current. Reload is enabled
when new data is available.

The deployed source data has been loaded and is current.

The tooltip includes the timestamp of the deployed data file.

Table 18 - States View Command Bar Source Data Status

The deployed source data is not found or cannot be

loaded.

A new deployed data file is available and not loaded yet.

The data in the States View is not current. Reload is
enabled when new data is available.
The deployed source data has been loaded and is
current. The tooltip includes the timestamp of the
deployed data file.

While the States View panel is open, it monitors the deployed data. Reload is
enabled when new data is deployed. Click Reload to clear the States View and load
the new deployed data.

Filter Status
Operators can create multiple data and grid column filters. However, it might not be
clear to the operator that a filter is applied if the column Is out of sight, or if the Data
Filter pane is collapsed. These indicators are always visible on the States View
ribbon or command bar to indicate if there are active grid or data filters. Click Clear to
clear all the data or column filters.

Figure 18 - States View Ribbon Filter Status

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Figure 19 - States View Command Filter Status

Export
Operators can export the content of the grid view to a file. Only the current page
values are exported. If the grid contains multiple pages, use the Append file option to
export different pages to the same file. The Export option is located on the ribbon,
and command bar. It is enabled when the grid contains data.

Exporting a File

1. Click Export. The Export Confirmation dialog opens.

2. In the Export Confirmation dialog, override the default settings from the ribbon
bar Export Area.
3. The Export operation generates a file and saves it.
You can cancel the Export operation during the process.
The default location for export files is c:\users\public\ControlHMI
\StatesView. This setting is configured from the Control HMI Framer.
4. When appending an export to an existing file, it is possible that the new export
includes different columns. A separate data section, for each appended export is
created in the export file. The top section of the export file contains the
information about each export.

XML FORMAT
The XML export file contains two main sections. The <ExportSet> section contains
information about what is exported. The <Taglist> section contains the actual data that
is exported.

Table 19 - Description

ExportTime Time when the export is done. This is used to differentiate among
multiple appended exports to the same file. The TagList data
also contains the time when it is exported
QueryString This informs about what is selected in the Navigation pane.

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Table 19 - Description (Continued)

FilterString This informs about the Grid and Data filters applied.
PageNumber It is the main grid page number that is being exported

The TagList value contains the column and value of the grid cells being exported. The
export time value is the same value as seen in the Export Set when this value is
exported.
In this example, the first and second pages are exported to the same file.

ExportTime QueryString FilterString Page

Number
3/7/2022 (ORIGIN like Substation_38EQI /% ) OR ((SCDNAME NOT LIKE 2
9:55:17 AM (ORIGIN like Substation_38EQI/% ) '&lt;100&gt;'))

3/7/2022 (ORIGIN like Substation_38EQI /% ) OR ((SCDNAME NOT LIKE 1

9:54:56 AM (ORIGIN like Substation_38EQI/% ) '<100>'))

The TagList - export time can be used to see the contents on each page.

ExportTime2 ORIGIN VALUE ENG QUALI- TIMESTAMP

UNIT TY
3/7/2022 9:54:56 Substation_38EQI / LV_Bench1 / True GOOD 3/7/2022 9:54:34.071
AM P5_27 / QA1 AM
3/7/2022 9:54:56 Substation_38EQI / LV_Bench1 / Intermedi- GOOD 9/2/2021
AM P5_27 / QA1 ate 10:34:10.940 AM
3/7/2022 9:54:56 Substation_38EQI / LV_Bench1 / Remote GOOD 3/7/2022 9:54:34.071
AM P5_27 / QA1 AM
3/7/2022 9:54:56 Substation_38EQI / LV_Bench1 / 41.55985 Kw GOOD 3/7/2022 9:54:47.070
AM P5_27 / QA1 AM
3/7/2022 9:54:56 Substation_38EQI / LV_Bench1 / 41.55985 Kw GOOD 3/7/2022 9:54:47.070
AM P5_27 / QA1 AM

Special XML Characters

There are several XML characters that are not directly supported in XML data. When
they are found, these special characters are converted to a supported format.

XML Character Conversion

@ &amp;
“ &quot;
< &lt;
> &gt;

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CSV FORMAT
The CSV export file contains two main sections. The first section contains information
about what is exported. The next sections contain the actual values that are exported.
Export Information:
ExportTime, QueryString, FilterString, PageNo
3/7/2022 10:12:32 AM,(ORIGIN like 'Substation_38EQI /%') OR
(ORIGIN like 'Substation_38EQI/%'),((SCDNAME NOT LIKE
'<100>')),2

3/7/2022 10:12:05 AM,(ORIGIN like 'Substation_38EQI /%') OR

(ORIGIN like 'Substation_38EQI/%'),((SCDNAME NOT LIKE
'<100>')),1
Export Data:
ExportTime,"ORIGIN","DESCRIPTION","VALUE","ENGUNIT","QUALITY","TIMES-
TAMP"
3/7/2022 10:12:05 AM,Substation_38EQI / LV_Bench1 / P5_27 /
QA1,A1 P5_27_P5ALL Protection Trip Conditioning Operate
general,False,,GOOD,3/7/2022 10:11:56.083 AM

3/7/2022 10:12:05 AM,Substation_38EQI / LV_Bench1 / P5_27 /

QA1,A1 P5_27_P5OBJ Switch Controller Position,Intermediate,,
GOOD,9/2/2021 10:34:10.940 AM
When viewed in a spread sheet application, the data appears like this:

Export Time QueryString FilterString Page-

No
3/7/2022 (ORIGIN like ((SCDNAME NOT LIKE 2
9:55:17 AM Substation_38EQI /% '&lt;100&gt;'))
) OR (ORIGIN like
Substation_38EQI/% )

3/7/2022 (ORIGIN like ((SCDNAME NOT LIKE 1

9:54:56 AM Substation_38EQI /% '<100>'))
) OR (ORIGIN like
Substation_38EQI/% )
ExportTime2 ORIGIN VALUE ENG QUAL- TIMESTAMP
UNIT ITY
3/7/2022 Substation_38EQI / LV_ True GOOD 3/7/2022
9:54:56 AM Bench1 / P5_27 / QA1 9:54:34.071 AM
3/7/2022 Substation_38EQI / LV_ Intermediate GOOD 9/2/2021
9:54:56 AM Bench1 / P5_27 / QA1 10:34:10.940 AM

Special CSV Characters

There is only one special character that can impact the exported CSV files. Grid filters
that use the In List option contain one or more commas.
For example:
InList(“SCD100”,”SCD200”,”SCD300”)
These commas are directly used by .csv files to separate column values. When
found, these commas are converted to a special format.

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CSV Filter Character Conversion

, &comma;

The replacement:
InList(“SCD100” &comma;”SCD200” &comma;”SCD300”)

Viewing Items in a Navigation Pane

The Navigation pane is used to select items and view them in the grid.
1. Select items in the tree and click Show Results.
2. To clear all the selected items and the grid, click the Clear Results.

A Auto-hide pane
B Search for item
C Clear selected items and the
grid
D Show chcked items in the grid
E Select items to show
F Expand/collapse nodes

To find a specific device, operators can enter text in the Find box. Use the Next
or Previous buttons to search the text in the tree. Use the Find list to select
previous search values. The list contains the last 10 search values.

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Sort and Filter Datasource Pane

The Sort and Filter Datasource pane has multiple uses:
• Create a data source filter to find a specific item.
• Create data source filters to reduce the amount of items in the grid.
• Sort the data shown in the grid when there is more than 1 page of items.

A Sort column chooser

B Auto-hide pane
C Sort direction
D Column filters
E Apply/clear filters
F Create new filter

Sorting the Data Source

Use the Sort toolbar to sort the deployed data when there are multiple pages of data
in the grid. Data sorting is disabled when the grid data is reduced to a single page of
values.

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1. Use the Column selector to select the column for sorting the data.

2. Toggle the direction button to apply the sort.

3. Toggle the applied direction button again to clear the sort.

Filtering the Data Source

Operators can create custom data filter to reduce the number of values shown in the
grid or to find specific items from the deployed data.
1. Select a row in the list of filters to edit or add a new filter.

2. In the Column ID list, select a column to apply the filter.

A Use the resize handle to increase the size of the visible list

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3. In the Match list, select the match condition.

4. In the Filter String cell, enter the text to search.

5. Select the Include checkbox for the filter to apply.

Show Devices that are assigned to SCDs whose names end with 100 or 200.
6. Click Apply to apply the filter.
7. Click Clear Filter to clear the filter applied.
NOTE: Selecting the Include checkbox does not automatically apply the
filter. The same applies for clearing the Include checkbox.

Wildcards
The filter string value supports the use of % or * wildcards. Wildcards are only allowed
at the beginning or end of the value. Wildcard characters located in the middle of the
text are considered as literal string values.
Supported wildcard syntax:

ABC% Find values that starts with ABC

%XYZ Find values that end with XYZ
%GGCIO% Find values that contain GGCIO

Applying Multiple Data Filters

Multiple filters can be applied to the data source by selecting the checkbox next to
each filter and clicking the Apply button. States View re-queries the deployed data
with the applied filters and reconnects the values.
Multiple filters using the same column name are applied as multiple ‘OR’ statements.
BLOCKTYPE = “AIN” or BLOCKTYPE = “CIN”
Multiple filters using different column names are applied as multiple ‘AND’ statements.

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BLOCKTYPE = “CIN” and SCDNAME = “SCD100”

Complex example:
(BLOCKTYPE = “AIN” or BLOCKTYPE = “CIN”) and (SCDNAME = “%100”
or SCDNAME = “%200”)

Device Values Pane

The Device Values pane show information about what is selected in the grid. It shows
all deployed data about the selected item, and its live values coming from the SCD
controller.

A Group Values
B Auto-hide pane
C Filter the list
D Groups
E Runtime values
F Deployed data values
G Sort values

Status Bar
The status bar shows information about the grid and the results of the most recent
user action. It is divided into three sections.

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• Data Information appears on the left side of the Status bar.

A Total number of items shown in

the grid
B The range of items on this
page
C Total number of items in the
electrical deployed database.

• Quality status of the live values appears on the right side of the Status bar.

• The message showing results of the last action appears at the center.

Main Grid Area

The main grid area shows the device data and values selected by the operator.

Table 20 - Main Grid Key Components

A Column Selector Operators can select the columns to show or hide.

B Column Headers The operator can click on the header to sort the data on a
single page.
These are the three right-click options available on the
header:
• Hide the column.
• Pin the column to the right to keep it visible while
scrolling.
• Pin the column to the left to keep it visible while
scrolling.

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Table 20 - Main Grid Key Components (Continued)

C Filter bar The operator can filter the data and live values on a single
page.
J Selected Row Click on a cell to view its contents. The selected cell is
outlined and the background color of the selected row is
changed to light gray.
These are the two right-click options available on the
selected cell:
• Copy the cell value to the clipboard.
• Copy the row values to the clipboard.

Table 21 - Page Bar Components

D Page info Shows the number of pages and the current page number.
Operators can modify the page number to jump to a specific
page.
E Last Page Opens the last page of data. This button is disabled if the last
page is already open.
F Next Page Opens the page after the current page. This button is disabled if
the last page is the current one.
G Page The Page bar shows 10 Page buttons. The page numbers
shown are based on the current page. The highlighted current
page appears at the center of the page buttons.
H Previous Opens the page before the current page. This button is disabled
Page if the first page is the current page.
I First Page Opens the first page of data. This button is disabled if the first
page is already open.

Performance Consideration
Deployed Data Size Recommendations
The size of the deployed database impacts the performance of the States View panel
and the Control HMI. Actions such as filtering, sorting, and paging slow down for
large deployed databases. With 1000 records per page, the time taken to complete an
action is approximately:

Performance Deployed Data Size Time taken for an Action

Best Performance Less than 10,000 1 - 3 seconds
Moderate Performance Less than 50,000 2 - 5 seconds
Worst Performance Max 100,000 4 - 7 seconds

While executing different user actions, the Control HMI and States View panel is
unresponsive until the action is completed. The Windows Operating System marks
the Control HMI as unresponsive if the action takes longer than 5 seconds.
NOTE: When working with large deployed databases, consider reducing the page
size to improve performance.

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Page Size Reduction to Improve Performance

There are many factors that can impact the performance of a workstation, Control
HMI, or paging through the States View data. This includes network issues in the
controllers, active background tasks such as virus scans, and the size of the States
View deployed data.
When working with large sets of deployed data (tens of thousands), the States View
might slow down while sorting, filtering, and paging through the data. Changing a
page could take 3 to 4 seconds. There are several supported options. The best
performing option is a page size of 250 values.
The default page size is 1000 data records and values. The default page size can be
configured in Control HMI Framer, or it can be modified at runtime by selecting a
small page size from the States View ribbon bar.

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Appendix A: Keyboard Shortcuts

Key Function
Function Keys
F1 Help
F12 Horn silence
Navigation
Ctrl+F1-F12 Select Area/Group/Loop, depending on current context.
Ctrl+Home Open the Site level window.
Ctrl+a Open the selected Area window.
Ctrl+g Open the selected Cell window.
Ctrl + arrow keys Navigate up/down/left/right in window hierarchy.
Ctrl+Enter Open the window assigned to the current Navigation cursor
location.
Windows and Lists
Ctrl 1-0 Select window from Recent list.
Shift 1-0 Select window from Favorites list.
Ctrl+End Close all open windows.
Home Close all windows and show the initial window.
Miscellaneous
Ctrl+d Start Development mode.
Ctrl+r Restart Runtime windows after being in Development mode.
Shift+Home Restore the HMI window alignments.

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Appendix B: Troubleshooting
Recovering from Unexpected Control HMI Restart
If Control HMI exits unexpectedly, the Restart Infusion View dialog appears:

• Select Exit InFusion View, if Control HMI need not be restarted.

• Select Restart InFusion View, if Control HMI has to be automatically restarted.
Occasionally, Control HMI will not restart as expected, as some additional InTouch
processes have been left running on the workstation. If this needs to occur:
• Select the Terminate InTouch Processes to stop the InTouch processes on the
workstation.
Be aware that if the WindowMaker application is running, this dialog appears:

• If WindowMaker has to be terminated without saving edits, click Continue.

• To save edits before terminating WindowMaker, save work in WindowMaker and
exit from WindowMaker. Then select WindowMaker will be shut down
manually and click Continue.
• Click Cancel to return to the previous dialog.

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Windows with Historian Trend Control Takes Too Long to

Open for the First Time
Historical trends can take a long time to open on some systems where the Internet is
not connected. Scratchpad trend windows or custom windows that contain a Historian
Trend ActiveX Control takes several minutes to appear when opened for the first time.
This is common on workstations in a secure network with no Internet access. The
ActiveX control cannot validate publisher certificates through the Internet and times
out.

Solution 1: Disable an Internet Explorer Security Option

This is a global solution that applies to all applications that validate publisher
certificates over the Internet.
NOTE: This solution only applies to workstations that are not connected to the
Internet.
1. Open Internet Explorer.
2. Click Tools > Internet Options. The Internet Options dialog appears.
3. Click the Advanced tab.
4. Scroll down to the Security settings.

5. Clear the Check for publisher's certificate revocation checkbox.

6. Click OK.

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Control HMI User’s Guide Appendix B: Troubleshooting

Solution 2: Modify the WindowViewer Configuration File

This is applicable to specific applications only and need not be used as a global
setting.
1. Open Windows Explorer and browse to the InTouch installation folder D:
\Program Files\Wonderware\InTouch.
2. Open the view.exe.config file in Notepad.
The file appears as shown:
<configuration>
<startup>
<requiredRuntime version="v2.0.50727" safemode="true"/>
</startup>
<runtime>
<assemblyBinding xmlns="urn:schemas-microsoftcom: asm.v1">
<dependentAssembly>
<assemblyIdentity name="ArchestrA.QuickScript.
QuickScriptCompiler"
publicKeyToken="23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="1.0.0.0" newVersion="1.1.0.0"/
>
</dependentAssembly>
<dependentAssembly>
<assemblyIdentity name="ArchestrA.Scripting.
ScriptFx"publicKeyToken=
"23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="3.0.0.0" newVersion="3.1.0.0"/
>
</dependentAssembly>
</assemblyBinding>
</runtime>
</configuration>

<configuration>
<startup>
<requiredRuntime version="v2.0.50727" safemode="true"/>
</startup>
<runtime>
<assemblyBinding xmlns="urn:schemas-microsoftcom: asm.v1">
<dependentAssembly>
<assemblyIdentity name="ArchestrA.QuickScript.
QuickScriptCompiler"
publicKeyToken="23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="1.0.0.0" newVersion="1.1.0.0"/
>
</dependentAssembly>
<dependentAssembly>
<assemblyIdentity name="ArchestrA.Scripting.
ScriptFx"publicKeyToken=
"23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="3.0.0.0" newVersion="3.1.0.0"/
>
</dependentAssembly>
</assemblyBinding>
</runtime>
</configuration>
3. Add this line to the <runtime> section:
<generatePublisherEvidence enabled="false"/>

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4. Add a <runtime> section if it does not exist.

<runtime>
<generatePublisherEvidence enabled="false"/>
</runtime>
5. Save the modified view.exe.config file.
The modified file appears as shown:
<configuration>
<startup>
<requiredRuntime version="v2.0.50727" safemode="true"/>
</startup>
<runtime>
<generatePublisherEvidence enabled="false"/>
<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">
<dependentAssembly>
<assemblyIdentity name="ArchestrA.QuickScript.
QuickScriptCompiler"
publicKeyToken="23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="1.0.0.0" newVersion="1.1.0.0"/
>
</dependentAssembly>
<assemblyIdentity name="ArchestrA.Scripting.
ScriptFx"publicKeyToken=
"23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="3.0.0.0" newVersion="3.1.0.0"/
>
</dependentAssembly>
</assemblyBinding>
</runtime>
</configuration>

<configuration>
<startup>
<requiredRuntime version="v2.0.50727" safemode="true"/>
</startup>
<runtime>
<generatePublisherEvidence enabled="false"/>
<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">
<dependentAssembly>
<assemblyIdentity name="ArchestrA.QuickScript.
QuickScriptCompiler"
publicKeyToken="23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="1.0.0.0" newVersion="1.1.0.0"/
>
</dependentAssembly>
<assemblyIdentity name="ArchestrA.Scripting.
ScriptFx"publicKeyToken=
"23106a86e706d0ae" culture=""/>
<bindingRedirect oldVersion="3.0.0.0" newVersion="3.1.0.0"/
>
</dependentAssembly>
</assemblyBinding>
</runtime>
</configuration>

Process Alarm Button Is Not Updating with New Alarms

On security enhanced systems with a restored PDCs, the group policies may not be
properly setup. This will help prevent the Alarm Server from creating necessary files
needed for querying the alarm database for new alarms.

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Control HMI User’s Guide Appendix B: Troubleshooting

NOTE: Verify that this is the issue causing the problem before implementing the
workaround.
1. Verify that AlarmServer.exe is running in the Task Manager.
a. Open WindowViewer and verify that Control HMI is running.
b. Press Ctrl+Alt+Delete and select open Task Manger.
c. Select Show Processes for all users.
d. Go to Step 2 if the AlarmServer.exe is running.
2. Verify if Alarm Server could not create runtime files.
a. Open Windows Explorer.
b. Browse to c:\program Files(x86)\Invensys\InFusion\View
\AlarmServer.
c. Verify if aaStartup.ini does not exist.

Workaround
Implement workaround if aaStartup.ini does not exist.
1. Open Windows Explorer.
2. Browse to C:\program Files(x86)\Invensys\InFusion\View
\AlarmServer.
3. Right-click the AlarmServer folder and select Properties.
4. Select the Security Tab.
5. Click Edit located in the middle of the dialog.
6. Select “Users” in the “Group or user names:” list.
7. Select Full Control Permission.
8. Click OK to save.
9. Click OK to Save.
10. Restart the Alarm Server by double-clicking AlarmServer.exe in Windows
Explorer.

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Glossary
A
ASP: AVEVA™ System Platform

AVEVA™ System Platform: The open and extensible technology based on a

distributed, object oriented architecture for supervisory control and manufacturing
information systems.

C
Control Core Services (CCS): Core software environment, formerly known as “I/A
(Intelligent Automation) Series software”.

Control Editors (CE): Control software engineering and configuration tools built on
the AVEVA™ System Platform Integrated Development Environment in Foxboro DCS.
Formerly known as “FCS Configuration Tools”, “InFusion Engineering Environment”,
and “IEE”.

Control HMI (CHMI): The collection of windows and related configuration files that
make up the HMI as viewed within InTouch software in Foxboro DCS. Formerly
known as the “FCS InTouch Application”.

Control Network: A switch network that facilitates communications among Foxboro

DCS workstations/servers and other stations. Formerly known as “The MESH Control
Network”.

Control Processor (CP): Foxboro DCS stations acquire input data from sensors and
control field devices through fieldbus modules. The CP performs any mix of
integrated first-level automation functions, such as continuous, sequential, or discrete
logic functions. The CP contains compounds and blocks to perform its control
functions.
NOTE: For conciseness, documents refer to “CP”, which means “a Foxboro DCS
station containing objects”. Such stations include, but are not limited to, the
Control Processors, Device Integrators, and APs.
Control Software (CS): Packages built on the AVEVA™ System Platform Integrated
Development Environment that provide expanded functionality to the Foxboro DCS
Control Core Services. Formerly known as “Foxboro Control Software”.

D
DCS: Distributed Control System. Overall term that refers to a control system in which
the safety control components are distributed, with each component controlled by one
or more controllers.

deployment: The process of making the Safety View components available for use on
different PCs or run-time nodes in the System Platform network.

Device Integration Object (DIO): AVEVA™ System Platform object that manages
communication between an external server and the controller. It enables the operator
to communicate with configured controllers, process commands, and receive
tagname data.

Dynamic Display: A type of display where the block and compound values of a
custom property are available in System Platform.

E
Equipment Control Block (ECB): An equipment control block, created for each FBM
and external field device, provides a “holding place” for the software data associated
with that FBM or external field device

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Control HMI User’s Guide

F
Fieldbus Module (FBM): FBMs provide the interface between process sensors or
actuators and the Fieldbus in a standard Foxboro DCS. FBM214/214b/214e/215/216/
216b/218/244/245 are examples of the many types of FBMs offered as part of
Foxboro DCS.

FoxView: System Monitor application GUI

Framer: Control HMI tool to organize InTouch™ WindowMaker™ windows into a

representation of a plant facility. It is accessed through the InTouch WindowMaker in
System Platform™ IDE.

G
Galaxy: The database used by System Platform™ architecture. Also referred to as
“Galaxy Repository.”

H
HMI Engineering Tool: A tool that automates the configuration of System Platform™
symbols on process displays in Control Software.

O
OCMC: Operations Control Management Console or System Platform System
Management Console. The central runtime system administration/management user
interface in which all required runtime administration functions can be accomplished.

P
Platform Object: A representation of the physical hardware that the System
Platform™ software is running on. The Platform Objects hosts the Engine Objects
(see WinPlatform).

PLB: Programmable Logic Block

Process Automation System: An overall term used to refer to a system which may
include either, or both, Foxboro DCS Control Software and Foxboro DCS Control
Core Services.

S
System Manager (SM): Current user interface for equipment status and change
actions.

System Platform™ IDE: The integrated design and development tool from which all
System Platform objects are configured and deployed to PCs. Use the IDE to create,
configure, and maintain the objects and underlying infrastructure required to
communicate with Triconex controllers in a System Platform environment.

W
WindowMaker: An AVEVA application used for Control HMI Development.

WindowViewer: An AVEVA application used for Control HMI Runtime.

WinPlatform: An object that represents a single computer in a Galaxy, consisting of a

systemwide message exchange component, a set of basic services, the operating
system, and the physical hardware. This object hosts all AppEngines, and is a type of
Platform object.

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Index For compounds...............................................148–149

For stations.....................................................148–149
Foxboro hardware ....................................................14
FoxView and Control HMI .........................................28
A Framer ....................................................................16
Accessing
Station block detail display .................................. 155
Alarm Panel.............................................................12 H
Hardware ................................................................14
B
Block detail display................................................. 156 I
Block list................................................................ 151 Industrial Graphic Symbol Editor ...............................16
Block Select.............................................. 12, 131, 148 Interfacing with Control HMI .................................... 137
Block View.............................................. 131, 134, 140 InTouch WindowMaker .............................................12
Block View tabs...................................................... 140 Invoking Block Select ............................................. 148

C K
check for publisher's certificate revocation ............... 185 Keyboard
Column width adjustment........................................ 152 Shortcuts ........................................................... 183
Compound............................................................. 141
Compound toolbar ................................................. 141
Compounds
Turning on and off ............................................... 137
L
Configurators...........................................................16 Login ID...................................................................51
Configure Report.................................................... 145
Configure Report dialog box.................................... 145
Configuring M
Report views ...................................................... 152
role permissions ...................................................27 modify ................................................................... 186
security permissions .............................................27 WindowViewer configuration file .......................... 186
Connect server ........................................................51 Moving a window ................................................... 154
Control database.................................................... 151 Multi-headed workstations ........................................14
Control Editors .........................................................12 Multiple overlays .................................................... 156
Control HMI .............................................................12
Standalone...........................................................12
Control HMI main user interface ................................18 O
Control menu ......................................................... 147 Operations Control Management Console..................12

D P
Data quality .............................................................82 Password ................................................................51
Default user interface ...............................................18 Printing a block list ................................................. 151
Detail
Display.................................................................77
Dialog box R
Configure Report ................................................ 145
Refresh ................................................................. 151
Refresh All feature ................................................. 152
E Report views.......................................................... 152
Resizing a window ................................................. 154
Exit Role
Block Select ....................................................... 148 configuring ...........................................................27
Expanded station detail .......................................... 131 permissions..........................................................27
Expanding a station................................................ 148 where to...............................................................27

F S
Find in Network ...................................................... 144 Searching
Find in Network tab ................................................ 144 For blocks ...................................................148–149
Find in View ........................................................... 142 For compounds ...........................................148–149
For blocks.......................................................148–149 For stations .................................................148–149
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Security
configuring ...........................................................27
permissions..........................................................27
where to configure ................................................27
Selecting Stations, Compounds, or Blocks ............... 150
Shortcuts............................................................... 183
Standalone ..............................................................12
Station .................................................................. 140
Station connection status........................................ 131
Station tabs ........................................................... 140
Station View .......................................................... 131
Status bar.............................................................. 140
System Manager......................................................12

T
Tabs
Block View ......................................................... 140
Find in Network................................................... 144
Find in View........................................................ 142
Station ............................................................... 140
Tag browser.............................................................51
Tag picker................................................................51
Tag picker filtering functions ......................................54
Toolbar .................................................................. 140
Toolbars
Compound ......................................................... 141
Touchscreen....................................................... 141
Touchscreen .......................................................... 141
Touchscreen toolbar ............................................... 141
Trend properties.......................................................50
troubleshooting ...................................................... 184
Turning Compounds OFF ....................................... 151
Turning Compounds ON ......................................... 151
Turning compounds on and off ................................ 137
Turning Multiple Compounds OFF ........................... 151
Turning Multiple Compounds ON............................. 151
Turning on and off .................................................. 137

U
Updating information, see Refresh........................... 151
Use integrated security .............................................51

V
Viewing
Block list ............................................................ 151
Control database ................................................ 151
Multiple overlays................................................. 156
Views .................................................................... 152

W
Window moving and resizing................................... 154
WindowMaker..........................................................16
WindowViewer configuration file.............................. 186
modify................................................................ 186
Workstations............................................................14
FoxView and Control HMI ......................................28

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Schneider Electric Systems USA, Inc.
70 Mechanic Street
Foxboro, Massachusetts 02035–2040
United States of America

Global Customer Support: https://pasupport.se.com

As standards, specifications, and design change from time to time,

please ask for confirmation of the information given in this publication.

© 2015–2023 Schneider Electric. All rights reserved.

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