hilscher NIOT-E-TIB100-GB-RE User manual

User manual
Edge Gateway NIOT-E-TIB100-GB-RE
Passive Operating Mode
V1.1.1
Hilscher Gesellschaft für Systemautomation mbH
www.hilscher.com
DOC180202UM01EN | Revision 1 | English | 2018-04 | Released | Public

Table of contents 2/145
Table of contents
1 Introduction .............................................................................................................................. 4
1.1 About this document ........................................................................................................4
1.2 List of revisions ................................................................................................................4
2 Passive process data acquisition with the Edge Gateway .................................................. 5
2.1 Introduction ......................................................................................................................5
2.1.1 Comparison of active and passive process data acquisition ............................ 5
2.1.2 The Edge Gateway as test access point........................................................... 6
2.2 Application scenarios .......................................................................................................8
2.2.1 Software-based TAP......................................................................................... 9
2.2.2 Hardware-based TAP (netMIRROR) .............................................................. 11
2.2.3 Software-based TAP behind a mirror port ...................................................... 13
2.3 Configuration for passive mode .....................................................................................14
2.3.1 Modes of operation ......................................................................................... 14
2.3.2 Configuration parameters and project files ..................................................... 19
3 Licensing ................................................................................................................................ 24
3.1 License overview............................................................................................................24
3.2 Which licenses are present in the device?.....................................................................25
3.3 How to order and receive a license................................................................................26
3.4 How to transfer a license into the device? .....................................................................27
4 Use Cases............................................................................................................................... 28
4.1 PROFINET (automatic) ..................................................................................................28
4.1.1 Step 1 - Start the Passive Fieldbus Configurator............................................ 29
4.1.2 Step 2 - Creating an empty project ................................................................. 30
4.1.3 Step 3 - Adjust basic settings of the Passive Fieldbus Configurator............... 31
4.1.4 Step 4 - Loading the GSDML files .................................................................. 34
4.1.5 Step 5 - Acquiring the start-up of PROFINET communication........................ 36
4.1.6 Step 6 - Signal configuration........................................................................... 37
4.1.7 Step7 - Check Signals in the Live-Data View ................................................. 38
4.1.8 Step 8 - Storing the generated configuration file (PROFINET) ....................... 38
4.2 PROFINET (manual)......................................................................................................39
4.2.1 Step 1 - Start the Passive Fieldbus Configurator............................................ 40
4.2.2 Step 2 - Creating an empty project ................................................................. 40
4.2.3 Step 3 - Adjust basic settings of the Passive Fieldbus Configurator............... 41
4.2.4 Step 4 - Loading the GSDML files .................................................................. 43
4.2.5 Step 5 - Manual configuration of PROFINET IO-Controller and -Devices ...... 45
4.2.6 Step 6 - Signal configuration........................................................................... 56
4.2.7 Step 7 - Check Signals in the Live-Data View ................................................ 57
4.2.8 Step 8 - Storing the generated configuration file (PROFINET) ....................... 57
4.3 EtherCAT (automatic) ....................................................................................................58
4.3.1 Step 1 - Program start..................................................................................... 59
4.3.2 Step 2 - Creating an empty project ................................................................. 59
4.3.3 Step 3 - Adjust basic settings of the Passive Fieldbus Configurator............... 60
4.3.4 Step 4 - Upload the ENI file ............................................................................ 63
4.3.5 Step 5 - Signal configuration........................................................................... 66
4.3.6 Step 6 - Check Signals in the Live-Data View ................................................ 67
4.3.7 Step 7 - Storing the generated configuration file (EtherCAT) ......................... 68
4.4 EtherCAT (manual) ........................................................................................................69
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4.4.1 Step 1 - Start the Passive Fieldbus Configurator............................................ 70
4.4.2 Step 2 - Creating an empty project ................................................................. 70
4.4.3 Step 3 - Adjust basic settings of the Passive Fieldbus Configurator............... 71
4.4.4 Step 4 - Configuration of the Process Fieldbus Configurators for EtherCAT.. 73
4.4.5 Step 5 – Manual configuration of the EtherCAT network................................ 75
4.4.6 Step 6 - Signal configuration........................................................................... 87
4.4.7 Step 7 - Check Signals in the Live-Data View ................................................ 89
4.4.8 Step 8 - Storing the generated configuration file (EtherCAT) ......................... 90
4.5 Custom value filters........................................................................................................91
4.5.1 Step 1 - Start the Passive Fieldbus Configurator............................................ 92
4.5.2 Step 2 - Creating an empty project ................................................................. 92
4.5.3 Step 3 - Adjust basic settings of the Passive Fieldbus Configurator............... 93
4.5.4 Step 4 - Define filter conditions for custom-value filters.................................. 95
4.5.5 Step 5 - Signal configuration......................................................................... 112
4.5.6 Step 6 - Check Signals in the Live-Data View .............................................. 113
4.5.7 Step 7 - Storing the generated configuration file........................................... 113
4.6 Uploading the project file to the Edge Gateway ...........................................................114
4.7 Error handling...............................................................................................................117
5 Further processing of the process data ............................................................................ 122
5.1 Overview ......................................................................................................................122
5.2 OPC UA Client reads process data from Edge Gateway.............................................122
5.2.1 Selecting signals for OPC UA ....................................................................... 123
5.2.2 Example: Access to the Edge Gateway over OPC UA using the Client UA
Expert............................................................................................................ 124
5.3 Node-RED transfers process data into the Cloud ........................................................127
5.3.1 Selecting signals for Node-RED ................................................................... 127
5.3.2 The input node "passivefieldbus".................................................................. 128
5.3.3 Structure of the data delivered by the input node ......................................... 131
5.3.4 Display of data processing status ................................................................. 133
5.3.5 Adjusting the timing in order to prevent data loss ......................................... 133
5.4 Using a Docker container to access to the raw data....................................................134
6 Performance considerations .............................................................................................. 135
6.1 Only use a single passivefieldbus node .......................................................................135
7 Appendix............................................................................................................................... 136
7.1 Legal notes...................................................................................................................136
Contacts................................................................................................................................ 145
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Introduction 4/145
1 Introduction
1.1 About this document
This document describes the usage and configuration of the Edge
Gateways in the passive mode, i.e. the Edge Gateway receives data on
the OT interface and provides the received data for further processing via
OPC UA, Node-RED or Docker.
1.2 List of revisions
Revision Date Author Revision
1 2018-04-09 RG All sections created.
Table1: List of revisions
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2 Passive process data acquisition with the Edge Gateway
This chapter
·compares the concepts of active and passive network diagnosis
·provides an introduction to the concept of the passive test access point
·introduces different circuitry variants with and without a test access
point and explains, when to use which one.
·presents the modes of operation of the Edge Gateway and the tool-
based configuration of the passive process data acquisition.
·presents various application scenarios (PROFINET, EtherCAT, custom-
value filters), for instance in order to adapt to other communication
systems or to select special frame characteristics.
·shows how to access to the captured process data within Node-RED or
via OPC UA.
·gives hints for improving the performance of analyzing and capturing
process data with the Edge Gateway.
·shows other sources of information about the passive process data
acquisition with the Edge Gateway
2.1 Introduction
2.1.1 Comparison of active and passive process data acquisition
Besides its usual function which has already been described in detail within
the preceding chapters, the Edge Gateway can also be used for passive
process data acquisition within the network.
At passive process data acquisition the Edge Gateway "listens" to the data
traffic of the connected field network (OT network) and captures it. by using
the passive mode, any interference with the field communication is
excluded as the Edge Gateway does not actively participate in the data
traffic within the field network.
There is a large amount of configuration settings and post processing
options which are mostly provided by the tool „Passive Fieldbus
Configurator". Configuration settings are provided by the tool „Passive
Fieldbus Configurator“.
Post-processing options are provided by Node-RED and OPC Ut.
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2.1.2 The Edge Gateway as test access point
A Test Access Point, abbreviated as TAP is an appliance (hardware or
software) used for the supervision of the network traffic at a specific
position within the network, where data shall be accessed for diagnosis.
Absence of feedback is the most important requirement for a test access
point.
The influence of a test access point to the network must be as small as
possible.
Due to its special function the Edge Gateway is located at a very central
position within the network, i.e. between the Master/Controller and the first
Slave/Device of the OT network and as well between the IT and the OT
network. Depending on the special application, another installation location
might also make sense.
A test access point for passive data acquisition can be implemented on two
different ways:
·As Software-TAP
·As Hardware-TAP
A software TAP is fully sufficient for many applications. As shown in the
following picture, in passive mode the Edge Gateway supplies such a
Software-TAP without requiring any additional devices
Figure1: Edge Gateway as Software-TAP
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For the solution with Hardware-TAP, an additional device such as the
Ethernet mirror TAP netMIRROR NMR-TFE-RE from Hilscher (Part number
7340.100) is required. The following figure explains how to connect the
Hardware-TAP with the Edge Gateway:
Figure2: Setup with Hardware-TAP
Note:
More information concerning the Ethernet Mirror TAP netMIRROR
NMR-TFE-RE can be found at the Hilscher-Website at https://
www.hilscher.com/de/produkte/produktgruppen/analyse-und-
datenerfassung/fuer-dauerhafte-installation/nmr-tfe-re/?.
Information on how to apply the netMIRROR with the Edge
Gateway is available at Hardware-based TAP
(netMIRROR) [}page11].
Also see about this
2Software-based TAP [}9]
2Hardware-based TAP (netMIRROR) [}11]
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2.2 Application scenarios
Depending on aim and conditions of application, there are diffferent wiring
scenarios for the Edge Gateway in the passive mode.
·Software-based TAP:The Edge Gateway can directly integrated into
the OT network without any further devices. Usually, this is done
immediatetly behind the master/ Controller. This scenario is described
within Software-based TAP [}page9].
·Hardware-TAP:The Edge Gateway can be applied in conjunction with a
hardware TAP, for example at strong demands on time delay or
absence of disruption of Master/Slave communication. If uninterrupted
operation at switched of state off the Edge Gateway or during
parameterization is required, this alternative must be chosen. This
scenario is described in Hardware-based TAP
(netMIRROR) [}page11].
·Software-based TAP at the mirror port of a switch:The Edge
Gateway can also be used behind he mirror port of a switch. See
section Software-based TAP behind a mirror port [}page13].
This section should help you to decide which application scenario is best
suited for your demands.
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2.2.1 Software-based TAP
This section describes the simplest application scenario of the Edge
Gateway, namely its use as a purely software-based TAP without use of
any additional devices.The following picture explains its principle of
operation.
Figure3: NIOT-E-TIB100-GB-RE - Passive mode as software TAP
The advantages of this application scenario are:
1. SimplicityThis application scenario offers minimum effort in circuit
design .
2. No additional devices required.
In order to analyze the data traffic between IT and OT network, no
additional devices are necessary.
3. Small delay in time of communication in OT network („Fieldbus“). The
delay in time of the Ethernet frames caused by the software TAP
amounts less than 1 µs. Thus this scenario is suited for non-time-critical
applications where a delay in time of such an amount is tolerable.
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The following aspects are in disfavor of this application scenario:
1. When switching off or updating the Edge Gateway, the Ethernet
connection of the Fieldbus interface is interrupted.
2. Limited suitability for time-critical applications by limited absence of
delay: This application scenario is not absolutely free of delay. For
strongly time-citical applications, where a delay in time of the scale 1 µs
is not tolerable, this scenario is not suited.
3. Short-time link disruption possible when switching between
Configuration Mode and Operation Mode.
Take care of the following hints!
Important notes on the properties of the software TAP
Note:
If the software TAP provided by the Edge Gateway is directly used
without connecting a netMIRROR ahead in order to loop through
the Ethernet connection, then the Ethernet link can for a short time
be lost and established again when either switching between
Configuration Mode and Operation Mode or when connecting via
the netIOT Edge Passive Fieldbus Configurator Software to the
Gateway.
For a short time, the network link is interrupted leading to a short
time communication breakdown between the network participants
which might cause a restart of your plant as well. This can be
avoided by connecting to the Edge Gateway via a hardware TAP.
Note:
The Ethernet connection is interrupted at switching off the Edge
Gateway or updating its firmware. For possible consequences see
above.
You can avoid all of these disadvantages by connecting via a hardware-
based TAP such as the netMIRROR, see next section.
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2.2.2 Hardware-based TAP (netMIRROR)
This section describes the application scenario of the Edge Gateway in
conjunction with a hardware TAP. The only additional hardware you need is
the Ethernet Mirror TAP netMIRROR by Hilscher (Part number 7340.100).
At high demands on interruption-free operation, it makes sense to apply a
hardware TAP such as the Ethernet mirror TAP netMIRROR NMR-TFE-RE
from Hilscher as short-time link disruption and other back effects from the
Edge Gateway to the system are excluded for this application scenario.
If the requirements If the requirements concerning the absence of delay
(delay < 1 µs) or reaction of the test access point are very demanding, the
use of a hardware TAP such as the Ethernet mirror TAP netMIRROR NMR-
TFE-RE from Hilscher (Part number 7340.100) is strongly
recommended.the absence of delay (delay < 1 µs) and security (physical
data diode) of the test access point are very demanding, the use of a
hardware TAP such as the Ethernet mirror TAP netMIRROR NMR-TFE-RE
from Hilscher (Part number 7340.100) is strongly recommended.
For this solution, the delay in time amounts approx. 1 ns and is similar to
the physically possible minimum delay time.
The following figure illustrates the basic function of this application
scenario:
Figure4: NIOT-E-TIB100-GB-RE with hardware TAP
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The advantages of this application scenario are:
1. Absence of delay:
The delay in time of the signals which is caused by the hardware TAP
amounts roughly in the scale of 1 ns and is thus of the same dimension
as the physically caused minimum propagation time delay of the signals
(so called „Real-zero delay“). Thus this variant can practically be seen
as free of delay.
So this scenario is also suited for highly time-critical demands.
2. Absence of feedback:
Under any condition, no unintended or intended intrusion of Ethernet
frames will take place. No change occurs within the contents of data
packets.
3. No short-time link disruption
When using a hardware TAP, no problems caused by short-time link
disruption may occur like those which might occur within a pure
software TAP solution, see Software-based TAP [}page10].Especially,
switching between configuration and operation mode or changes of the
TAP settings of the passive fieldbus will not cause any short-time link
disruption.
4. The Ethernet connection is not interrupted at switching off the Edge
Gateway or updating its firmware.
Note:
When using the Edge Gateway in the passive mode with hardware-
based TAP the speed of the network interface should be adjusted to
a fixed value of 100 Mbit/s. This minimizes the link-up time. See
Communication settings in the Passive Fieldbus Configurator.
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2.2.3 Software-based TAP behind a mirror port
Figure5: NIOT-E-TIB100-GB-RE - Passive mode as software TAP at the morror port of a
switch
For PROFINET there is another application option by connecting the NIOT-
E-TIB100-GB-RE with the mirror port of a switch. See following figure.
Note:
Do not use this option in conjunction with EtherCAT.
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2.3 Configuration for passive mode
This section introduces the basic modes of operation of the Edge Gateway
concerning passive process data acquisition and explains the differences
between these. Additionally, it shows, how configuration files for passive
process data acquisition can be created and then loaded into the Edge
Gateway and explains important settings for instance concerning
communication and OPC-UA.
2.3.1 Modes of operation
In the following, the basic modes of operation of the Edge Gateway
concerning passive process data acquisition are introduced and the
differences between these are explained.
·Passive, inactive and active mode of operation
·Properties of the three modes of the passive mode
These can be set using menu entry Network-Field of the Control Panel.
2.3.1.1 Operating modes
The mode of operation of the Edge Gateway can be switched within the
Control Panel. This is done within menu entry Field of the Network menu.
Active mode of operation
In the active mode of operation, the Edge Gateway couples an automation
network (OT network) to an external network, a cloud or an IoT
application.Within the automation network, the Edge Gateway represents a
slave device, i.e. it cyclically exchanges data with a PLC. This slave device
sends and receives process data over the fieldbus. The PLC program
must be adapted accordingly. Another important function of the Edge
Gateway is to provide various extensive security mechanisms in order to
protect the automation network against attacks from outside.
If the Edge Gateway is in the active mode of operation then menu entry
Network > Field within the Control Panel is displayed as follows:
Figure6: Active mode of operation
Within Node-RED, the fieldbus input node and the fieldbus output node
provide a means for coupling the automation network in active mode of
operation .
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Inactive mode of operation
In the inactive mode of operation, the field interface (Ethernet interface to
the automation network (OT network)) is deactivated in both data flow
directions, i.e.neither sending nor reception of data packets will take
place.
The inactive mode of operation is the standard mode of operation of the
Edge Gateways (the default mode of operation).
If the Edge Gateway is in the inactive mode of operation, the menu entry
Network > Field within the Control Panel is displayed as follows:
Figure7: Inactive mode of operation
Passive Operation Mode
In Passive Operation Mode, you can use the Edge Gateway as a passive
device in the automation network only. Process data is received from the
fieldbus network from other field devices only. The device does not send
any process data. A modification of the PLC program is not necessary,
because the Edge Gateway is working passive in the fieldbus network.
In the Passive Operation Mode, the automation network is protected
against attack from “outside”. How the Edge Gateway works in detail in the
Passive Operation Mode depends on the signal configuration which is done
largely by a configuration file created with the GUI-based tool Passive
Fieldbus Configurator.
Is the Edge Gateway in the Passive Operation Mode, then the Network >
Field menu in the Control Panel shows:
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Figure8: Passive Operation Mode - Operational mode
Access with Node-RED
In the Active Operation Mode, the fieldbus input node and the fieldbus
output node have to be used to cconnect to the automation network. In the
Passive Operation Mode, these nodes cannot be used. The
passivefieldbus input node has to be used instead to connect to the
automation network.
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Switching between the modes of operation
In order to switch to the intended mode of operation, proceed as follows:
ØSelect the intended mode of operation within the selection list in the
Operation mode.
Figure9: Example: Switching to active mode of operation
ÊThe display on the screen changes according to the newly selected
mode of operation.
ØClick at Change mode.
ÊA safety query is displayed and informs you about the restart of the
Node-RED service. If switching to the active mode of operation, this
safety query also informs you about the loading of the desired firmware.
ØAt the confirmation prompt answer with Yes.
ðThe following message text appears on a light green background: The
field operating mode is successfully changed.
Note:
In any case, the Node-RED service on the Edge Gateway is
automatically restarted, when switching between the various modes
of operation.
2.3.1.2 Properties of the three modes of the passive mode
In passive mode of operation, there is the option to select between the
Configuration mode, the Operational mode and the Docker mode. These
have the following meaning:
Configuration mode
This mode is intended for configuration of the passive mode of operation of
the Edge Gateway. it allows the Passive Fieldbus Configurator to connect
to the Edge Gateway in order to interactively detect and select the available
process data signals.
In Configuration mode, the TCP/IP Port 50111 on the Edge-Gateway is
opened to enable device access by the Passive Fieldbus Configurator. As
long as the Configurationmode is selected, no data are passively
acquired.
Operational mode
This mode has been designed for passive data acquisition with evaluation
of the acquired data either using Node-RED or using OPC UA. Changes of
the signal configuration cannot be accomplished within this mode.
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Docker mode
This mode allows you to analyse the (passive) process data using an
application running the a docker container. Changing the signal
configuration is not possible in this mode.
The subsequent table explains the properties and differences of the three
modes of the passive mode of operation of the Edge Gateway.
Criterion/ mode Configuration Operational Docker
Change of configuration Allowed Prohibited Prohibited
State of the OPC UA server Inactive Active Inactive
State of TCP/IP-Port 50111 Open Closed Closed
Access to Docker Prohibited Prohibited Allowed
Table2: Properties of the three modes of the passive mode
In order to set the operation mode
ØWithin the Control Panel select menu entry Network>Field.
ÊThe configuration screen is displayed.
ØSelect the intended mode of operation (Configuration, Operational or
Docker) of the passive mode of operation in selection list „Mode“. That
list is located in the Passive area within the configuration screen. The
subsequent figure provides an example for the switching from mode
Configuration to mode Operational:
Figure10: Switching from mode Configuration into the mode Operational of the passive
mode (example: swiching from Configuration to Operational).
ØClick at Change mode.
ØA message window is displayed and informs about the consequences of
the mode selection which depend from the slected mode).
Figure11: Message window when switching to operational mode in passive mode of
operation
ØThe message window contains a safety query. Answer it with Yes.
ðThe message box is closed then.
ðThe following message text appears on a light green background:
Passive mode is successfully changed. The mode is being changed.
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In this mode the configuration cannot be changed.The data acquisition is
running and provides the acquired process data signals via OPC UA or
Node-RED (depending on the signal configuration).
2.3.2 Configuration parameters and project files
There are two different kinds of configuration parameters in passive
process data acquisition with the Edge Gateway. The definition of the
process data signals is stored in configuration files, that you can create and
edit using the tool „Passive Fieldbus Configurators“.
This section shows, how you can create detailed configuration files for
passive process data acquisition using the tool „Passive Fieldbus
Configurator“ and then upload these files into the Edge Gateway. OPC UA-
and Node-RED specific parameters are displayed or directly set in the
Control Panel or in the Node-RED node.
2.3.2.1 Working with project files
Project files are created and edited using the Passive Fieldbus
Configurator. They contain the configuration information for the passive
mode of the Edge Gateway. The file extension for project files of the
passive fieldbus configurator is *.fbcfg.
How to create project files is in detail described within the extensive
application examples, see Use Cases [}page28].
Upload
In this context, upload means data transfer of project files from the file
system of the computer running the Control Panel to the Edge Gateway.
The following requirement applies for the upload of a project: The Edge
Gateway is in the passive mode of operation and the mode „Configuration“
is active.
In order to upload project files, click at button Upload in the area Signal
Configuration of control panel page Network->Field.
Figure12: Button "Upload" (part of the configuration page within the control panel)
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Download
In this context, download means data transfer of project files from the Edge
Gateway to the file system of the computer running the Control Panel.
The following requirement applies for the download of a project: The Edge
Gateway is in the passive mode of operation and the mode „Configuration“
is active.
In order to download a project file, click at button Download in the area
Signal Configuration of control panel page Network->Field.
Figure13: Button "Download" (part of the configuration page within the control panel)
Deleting project files
The following requirement applies for the deletion of project files: The Edge
Gateway is in the passive mode of operation and the mode „Configuration“
is active, see Mode "Configuration".
Only delete project files if you are absolutely sure that you do not need
these files any longer. In order to be able to restore the project file, it is
generally recommended to download project files to your PC before
deleting them
In order to delete project files just click button Remove in the area Signal
Configuration of control panel page Network->Field.
Figure14: Button "Remove" (part of the configuration page within the control panel)
Edge Gateway NIOT-E-TIB100-GB-RE | Passive Operating Mode
DOC180202UM01EN | Revision 1 | English | 2018-04 | Released | Public
© Hilscher 2018