Cooper SMP 4 User manual

User Manual
SMP Gateway

Copyright Cooper Power Systems © 2008, hardware, software and manual
The informationinthis documentis subject to change withoutnotice.
Cooper Power Systems
Energy Automation Solutions
730 Commerciale St.
Suite 200
Saint-Jean-Chrysostome (Quebec)
Canada
G6Z 2C5
Phone: [phone]
Fax: [phone]
Email: [e-mail]
Web Site: http://www.cybectec.com
GUI-00316-00001 T, version 18

SMP Gateway User Manual •i
Contents
1Welcome 1
1.1SMP Gateway Models...........................................................................................1
1.2Related Documentation .........................................................................................2
1.3Getting Assistance with Cybectec Products ..........................................................3
1.4Getting Started.......................................................................................................3
1.5Document Overview..............................................................................................4
2Principles of Operation 7
2.1Logical Architecture..............................................................................................7
2.1.1Masters and Slaves..................................................................................7
2.1.2Introducing the SMP Gateway in the Automation System......................8
2.1.3SMP Gateway Internals...........................................................................9
2.1.4Communications Components ................................................................9
2.2Configuring the SMP Gateway............................................................................10
2.2.1The Transparent SMP Gateway ............................................................11
2.2.2Using the SMP Gateway as a Protocol Translator ................................13
2.2.3Using the SMP Gateway as a Data Concentrator or Device
Multiplexer............................................................................................14
2.2.4Using the SMP Gateway as a Communications Processor....................15
2.2.5Putting it all Together............................................................................16
2.2.6Securing the Substation.........................................................................17
3SMP Tools Overview 19
4SMP Manager 21
4.1Starting SMP Manager and Logging On.............................................................21
4.2Main Window......................................................................................................22
4.3Adding an SMP Gateway....................................................................................22
4.4Information Provided by the SMP Gateway Icon................................................23
4.5Customizing the Display .....................................................................................24
4.5.1Adding or Removing a Column............................................................25

ii •SMP Gateway User Manual
4.5.2Changing the Position of a Column ......................................................25
5Configuring the SMP Gateway 27
5.1Creating Master Protocol Instances.....................................................................28
5.1.1Creating a Master Protocol Instance from a Template..........................29
5.1.2Creating a Master Protocol Instance Manually.....................................30
5.1.3Configuring the Master Protocol General Settings................................30
5.2Configuring the Data Points................................................................................31
5.2.1Adding Data Points from a Protocol Template .....................................33
5.3Creating a Template from a Master Protocol Instance ........................................33
5.4Duplicating a Master Protocol Instance...............................................................34
5.5Configuring the Communications Links .............................................................34
5.5.1Configuring the Serial Port Interfaces...................................................34
5.5.2Configuring the Operation of the Serial Ports.......................................36
5.5.3Configuring TCP/IP Master Connections .............................................37
5.6Associating a Master Protocol Instance with a Communications Link...............37
5.7Testing the Configuration....................................................................................38
5.7.1Validating and Saving the Configuration..............................................38
5.7.2Sending the Configuration to the SMP Gateway ..................................39
5.7.3Retrieving an SMP Gateway Configuration File...................................40
5.8Working with SMP Config..................................................................................40
5.8.1Selecting Cells and Lines......................................................................40
5.8.2Duplicating a Line.................................................................................41
5.8.3Copying a Value to a Group of Cells ....................................................41
5.8.4Resequencing a Group of Lines ............................................................42
5.8.5Deleting an Item....................................................................................43
5.8.6Using Tooltips.......................................................................................44
5.8.7Searching and Replacing Points in a Configuration..............................44
6Viewing the SMP Log Files 47
6.1Information Provided by SMP Log .....................................................................47
6.2SMP Log Features...............................................................................................48
6.2.1Searching in SMP Log ..........................................................................48
6.2.2Printing a Log........................................................................................48
6.2.3Saving a Log File..................................................................................48
6.2.4Viewing Multiple Log Folders at Once.................................................49
6.2.5Changing How Time Information is Displayed ....................................49

SMP Gateway User Manual •iii
7Viewing Protocol Exchanges in Real Time 51
7.1Information Provided by SMP Trace...................................................................51
7.2SMP Trace Features ............................................................................................52
7.2.1Searching in SMP Trace........................................................................52
7.2.2Printing Traces......................................................................................53
7.2.3Recording Live Traces..........................................................................53
7.2.4Saving all the Scrolled Information.......................................................54
7.2.5Changing How Time Information is Displayed ....................................54
8Viewing Communications Statistics in Real Time 55
8.1Information Provided by SMP Stats....................................................................56
8.2SMP Stats Features..............................................................................................56
8.2.1Resetting Statistics ................................................................................56
8.2.2Printing Statistics ..................................................................................57
8.2.3Changing How Time Information is Displayed ....................................57
9Using a Web Browser to View Data in Real Time 59
9.1Connecting to the SMP Gateway’s Website........................................................59
9.2Navigating Through the SMP Gateway’s Website..............................................59
9.3Applying a Filter to a Data Point Display ...........................................................60
9.4Acknowledging Data Point Value Changes ........................................................61
10Connecting the SMP Gateway to a Control Center 63
10.1Creating Slave Protocol Instances.......................................................................63
10.2Configuring Slave Protocol Instances .................................................................63
10.3Subscribing to the Master Data Points.................................................................64
10.4Configuring the Data Points................................................................................66
10.5Configuring the Communications Links .............................................................66
10.5.1Setting up a TCP/IP Slave Connection..................................................66
10.6Associating a Slave Protocol Instance with a Communications Link .................66
10.7Validating and Activating the Configuration ......................................................67
10.8Testing the Configuration....................................................................................67
11Using the Web Server’s Commissioning Tool 69
11.1Configuring an SMP Gateway for Commissioning.............................................69
11.2Activating the Commissioning Feature...............................................................70
11.3Opening a Commissioning Session.....................................................................71

iv •SMP Gateway User Manual
11.3.1The Commissioning Tab.......................................................................72
11.3.2Forcing an Input Point...........................................................................73
11.3.3Un-Forcing an Input Point.....................................................................73
11.3.4Performing a Control Operation............................................................74
11.3.5Closing the Commissioning Session.....................................................75
11.4Deactivating the Commissioning Feature............................................................75
12Interconnecting SMP Gateways 77
12.1Configuring the Slave SMP Gateway..................................................................78
12.2Configuring the Master SMP Gateway................................................................81
12.2.1Updating the Interconnections Master’s Data Point List.......................83
12.3Verifying the Interconnection Between the SMP Gateways ...............................84
13Security 85
13.1Meeting NERC CIP Requirements......................................................................85
13.2Substation Network Security Considerations......................................................86
13.2.1Setting Up a Secure Substation LAN....................................................86
13.2.2Using SMP Tools through a Substation LAN Firewall.........................87
13.3Extending the SMP Gateway Security Model.....................................................89
13.4Managing the Security Database of One or More SMP Gateways......................89
13.4.1Getting Started ......................................................................................89
13.4.2Accessing the Login Information Dialog Box.......................................90
13.4.3Displaying an Appropriate Use Banner at Login ..................................90
13.4.4Defining your Authentication Policy ....................................................91
13.4.5Groups and Privileges...........................................................................94
13.4.6Editing User Groups and Privileges......................................................94
13.4.7Managing User Groups and Privileges..................................................96
13.4.8Validating and Saving the Security Database .......................................97
13.4.9Sending the Security Database to One or More SMP Gateways...........98
13.4.10Retrieving the Security Database of an SMP Gateway.........................99
13.4.11Removing the Security Database from One or More
SMP Gateways....................................................................................100
13.4.12Unlocking a User Account..................................................................100
13.4.13Viewing the Security Log ...................................................................101
13.5File certification and integrity checking............................................................102
13.5.1Detecting an integrity check failure ....................................................102
13.5.2Recovering from an integrity failure...................................................102
13.6Using VPN Connections....................................................................................102

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13.6.1Manually Setting Up a VPN Connection ............................................103
13.7Configuring the Firewall ...................................................................................104
13.7.1Creating the Firewall in SMP Config..................................................104
13.7.2Setting General Parameters.................................................................105
13.7.3Setting Firewall Rules.........................................................................105
13.8Locking Incoming RAS and Passthrough Connections.....................................106
13.8.1Locking or Unlocking All Incoming RAS Dialup Connections..........107
13.8.2Locking or Unlocking a Passthrough Connection...............................108
14Using Passthrough Connections 109
14.1Principles of Operation......................................................................................109
14.2Setting up Passthrough Connections .................................................................111
14.2.1Defining SMP Gateway Passthrough Settings....................................111
14.2.2Installing a Loopback Cable, if Necessary..........................................112
14.2.3Setting Up a List of Applications and Loopback Connections............113
14.3Connecting to the Device ..................................................................................116
14.4Testing the Passthrough Connection .................................................................116
14.5Deactivating the Passthrough Connection.........................................................116
14.6Using the Trace of Passthrough Connection Events..........................................117
14.7Changing How Time Information is Displayed in SMP Connect .....................118
15Retrieving Event Files From Devices 119
15.1Defining System Folders...................................................................................119
15.2Configuring Master Protocols for Event File Retrieval.....................................121
15.3Retrieving files from another SMP Gateway.....................................................122
16Using the Annunciator Interface 125
16.1Activating the Annunciator Option ...................................................................127
16.2Setting Up the Annunciator...............................................................................128
16.2.1Configuring Alarm Inputs...................................................................129
16.2.2Setting Up the Alarms Page................................................................131
16.2.3Setting Up the Blocked Page...............................................................134
16.2.4Setting Up the History Page................................................................135
16.2.5Setting Up the System State Page .......................................................137
16.2.6Creating a User-Defined Readings Page.............................................140
16.2.7Selecting the Pages to Display ............................................................147
16.2.8Selecting the Page Displayed at Startup..............................................148

vi •SMP Gateway User Manual
16.2.9Changing How Time Information is Displayed ..................................148
16.2.10Setting Up an Alarm Buzzer ...............................................................149
16.2.11Temporarily Deactivating the Annunciator.........................................149
16.3Setting Up the Touch Screen.............................................................................149
16.3.1Connecting the Touch Screen to the SMP Gateway............................149
16.3.2Setting Up a Screen Saver using SMP Config ....................................150
16.4Uploading the Configuration to the SMP Gateway...........................................150
16.5Calibrating the Touch Screen............................................................................151
16.6Using the SMP Gateway’s Annunciator............................................................151
16.6.1Navigating Through the Different Pages.............................................151
16.6.2Managing Alarms................................................................................152
16.6.3Blocking Alarm Inputs........................................................................154
16.6.4Using the Single Alarm Display..........................................................155
16.6.5Using the History Log.........................................................................155
16.6.6Monitoring System Status...................................................................157
16.6.7Performing Control Operations From a Readings Page......................159
16.6.8Using the Screen Saver .......................................................................160
17The SMP Gateway’s Automation Functions 163
17.1The SMP Gateway Automation Functions Module...........................................163
17.1.1Adding an Automation Functions Instance.........................................164
17.1.2Defining an Automation Function.......................................................165
17.1.3Understanding Automation Functions Settings...................................168
17.1.4Using the Logic Processor...................................................................168
17.2The Soft PLC.....................................................................................................176
17.2.1The CoDeSys Development Environment ..........................................176
17.2.2Using CoDeSys to Create SMP Gateway Automation Scripts............177
18Using Syslog with an SMP Gateway 178
18.1Setting Up Syslog..............................................................................................178
19Redundancy 181
19.1Redundant Group Operation..............................................................................181
19.1.1Redundant IEDs..................................................................................182
19.1.2Giving Priority to an SMP Gateway of the Group ..............................182
19.2Grouping 2 SMP Gateways for Redundancy.....................................................183
19.2.1Setting Up a Redundancy Group Using SMP Manager ......................183

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19.2.2SMP Manager’s Redundancy Column................................................187
19.3Managing Redundancy......................................................................................188
19.3.1Forcing an Active SMP Gateway to Fall On Standby.........................188
19.3.2Additional Failover Conditions...........................................................189
19.3.3Modifying the Redundancy Settings of an Existing Group.................189
19.3.4Ungrouping SMP Gateways................................................................189
19.3.5Testing and Validating the Configuration...........................................189
19.3.6Monitoring Redundancy Status...........................................................190
19.3.7Testing a Redundant Network.............................................................190
19.4Hot Standby.......................................................................................................191
19.5Teaming NICs for Network Fault Tolerance (SMP 16 Only) ...........................192
20Setting Up the SNMP Server 193
20.1SNMP Traps......................................................................................................193
20.2Configuring the SNMP Server ..........................................................................193
21Time Adjustment 195
21.1Monitoring Time Information ...........................................................................195
21.2Setting SMP Gateway’s Internal Clock.............................................................195
21.3Automatic Clock Adjustment............................................................................196
21.3.1About GPS, IRIG-B and SNTP...........................................................197
21.3.2Configuring the SMP 16 GPS Clock Option.......................................198
21.3.3Using IRIG-B for Internal Clock’s Adjustment..................................198
21.3.4Setting Up the SMP Gateway as an SNTP Client...............................199
21.3.5Using a SCADA Protocol’s Time Adjustment Feature.......................200
21.4Using the SMP Gateway as a Time Source.......................................................200
21.4.1Configuring IRIG-B Time Distribution ..............................................201
21.4.2Setting Up the SMP Gateway to Act as an SNTP Server....................201
21.4.3Adjusting Devices Clocks Using Master Protocols.............................202
22SMP Tools Remote Access to the SMP Gateway 203
22.1Windows XP Setup Procedures.........................................................................203
22.1.1Setting Up a Dial-Up (Modem) Connection .......................................203
22.1.2Setting Up a Direct Serial Connection................................................206
22.2Windows 2000 Setup Procedures......................................................................208
22.2.1Setting Up a Dial-Up (Modem) Connection .......................................209
22.2.2Setting Up a Direct Serial Connection................................................211

viii •SMP Gateway User Manual
23Using a Dial-Up Connection for DNP3 or IEC 60870-5-101 215
23.1Specifying which serial ports have modems .....................................................216
23.2Creating a modem pool .....................................................................................216
23.3Adding a modem to a modem pool ...................................................................217
23.4Adding a modem pool master connection.........................................................219
23.5Adding a modem pool slave connection............................................................219
24Updating SMP Gateway’s Software and Tools 221
24.1Software Architecture of the SMP Gateway .....................................................221
24.2Updating the SMP Tools on the PC...................................................................222
24.3Updating the SMP Gateway Software...............................................................222
24.3.1Updating the SMP Gateway Firmware ...............................................222
24.3.2Updating the SMP Gateway Application............................................224
24.3.3Updating the Configuration File .........................................................225
25Activating a New License 226
25.1Updating your License Information ..................................................................226
26Miscellaneous SMP Tool Features 229
26.1SMP Manager Features .....................................................................................229
26.1.1Modifying SMP Manager’s Settings...................................................229
26.2SMP Config Features ........................................................................................230
26.3System Data Points............................................................................................231
26.4SMP Loader.......................................................................................................234
26.4.1Setting Up SMP Loader ......................................................................235
26.4.2Main Window .....................................................................................236
26.4.3Transferring Files to the SMP Gateway..............................................237
26.4.4Log File 239
26.4.5Updating Bootstraps Under Unusual Circumstances ..........................239
27Telnet-Based Functions 241
27.1Starting a Telnet Session ...................................................................................241
27.2Firewall Manager ..............................................................................................241
27.2.1R Command ........................................................................................242
27.2.2S Command.........................................................................................242
27.2.3H Command........................................................................................242
27.2.4Q Command........................................................................................243