Honeywell Experion LX Manual

Experion LX
Operator's Guide
EXDOC-XX80-en-500A
April 2017
Release 500

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Honeywell International Sàrl.
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The information and specifications in this document are subject to change without notice.
Copyright 2017 - Honeywell International Sàrl

Contents
Contents 3
About this guide 13
Related documentation 13
Understanding the basics 14
Introducing Experion and Station 14
Introducing Station 15
What type of Station do you use? 17
What functions are available when the Experion server is unavailable 17
About Consoles 19
About Scope of Responsibility 19
Starting Station 19
Logging on to Station 19
Logging on as an override using Signon Manager 20
Changing your password 22
Logging off 22
Changing the security level in Station 22
Understanding security levels 23
Changing Station's setup file 23
Changing the Asset Profile of a Station or a Console 23
Changing the Console membership of a Station 25
About Station's layout 27
About multi-window Station layout 29
The Station Status Bar 30
Station toolbar 32
About the Signon Manager Signon Bar 33
Entering commands in the Command Zone 35
About callouts 36
About Station time-outs 37
Zooming in and out 37
About alarms and other messages 37
Using a trackball 38
Using a touchscreen 38
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Using your keyboard 39
Searching for system items 39
Using Online Data Search 40
Using Station in an Icon Series Console 42
Moving around the Icon Series Console 42
Using your thumbwheel input module 42
Using displays 43
Calling up a display 43
Using tabbed displays 43
About tabbed displays 43
Opening and closing tabbed displays 45
Navigating between tabbed displays 46
Tabbed displays: navigation scenario 46
Using pan and zoom displays 48
Panning a display 49
Zooming a display 51
Using displays in multi-window mode 52
Responding to an error message box 52
System displays 53
Calling up a web page or file 53
Printing Station information 54
Understanding display objects 55
Abnormal alphanumeric value indication 56
Alarm state icons 57
Navigating between displays of referenced points 59
Using faceplates 60
Faceplates 60
Basic operation 61
Keeping a faceplate visible 61
ToolTips 62
Shortcut keys and shortcut menus 62
Auto-selection 63
Selection independent commands 64
Selection dependent commands 64
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Basic layout of a faceplate 65
Indicator Zone of a faceplate 65
Alarm and Control Zones of a faceplate 67
Typical faceplates for the major point types 68
Faceplate symbols, display conventions, and buttons 69
Faceplate Indicator Zone symbols 70
Faceplate Control Zone symbols 72
Faceplate Control Zone display conventions 75
Faceplate buttons 76
About equipment 78
Viewing equipment 79
Viewing the Equipment Summary 81
Filtering the equipment summary 84
Accessing Equipment Detail displays 87
Viewing related Equipment 89
Monitoring and controlling equipment 91
Using points 93
About points 93
About point parameters 93
About assets 93
About Alarm Groups 94
Controlling points 94
Controlling a point from a point detail display 94
Controlling a point from a custom display 95
Controlling a point from a faceplate 96
Controlling a point from a group display 96
Disabling or enabling a point or EFM meter 96
Adding a red tag or operator tag to a point 97
Setting the Preferred SP for a point 98
About Electronic Signatures 101
Controlling points requiring Electronic Signatures 102
Responding to alarms 104
Calling up the Alarm Summary 104
Alarm Summary columns 106
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Identifying the failure point from the Alarm Summary 110
Changing what is shown in the Alarm Summary and the System Status display 112
Using the Location pane on the Alarm Summary and the System Status display 113
Using the Dashboard pane on the System Status display 115
Using column filtering and sorting on the Alarm Summary 116
Example scenario: Filtering 119
Example scenario: Sorting 119
Using views within the Alarm Summary 120
Using the details pane on the Alarm Summary 121
Navigating the Alarm Summary 122
Pausing the Alarm Summary 123
Resetting the Alarm Summary 123
Opening and using an alarm tracker 123
How the most important alarm state is determined 130
Viewing help for an alarm 131
Silencing and acknowledging alarms 132
Shelving an alarm or alert 134
Considerations for configuring an alarm unshelving delay 135
Considerations for shelving TPS alarms 137
Responding to alarms on tabbed displays 138
Viewing suppressed alarms 139
How do I know if alarms are currently suppressed? 139
How can I find out which alarms are suppressed and why? 141
Checking the status of alarm suppression groups 143
Enabling and disabling alarm suppression groups 147
Viewing historical information about alarm suppression 150
Suppressing audible annunciations 151
About suppressing audible annunciations 153
Disabling alarms for an asset in a console 156
Adding comments to an alarm 157
Viewing an alarm video clip 157
Alarm list overflow 157
TPS Alarm Summary overflow 158
What happens when you click the Recover Alarms button? 159
Responding to events 162
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Calling up the Event Summary 162
Event Summary columns 163
About journaled events 165
Changing what is shown in the Event Summary 166
Using the Location pane on the Event Summary 166
Using column filtering on the Event Summary 168
Using views within the Event Summary 169
Sorting the Event Summary 169
Example scenario - sorting the Events Summary 170
Resetting the Events Summary 170
Adding comments to an event 171
Viewing an event video clip 171
Adding an operator recorded event 172
Using Event Archiving 172
Event collection and archive status 173
Archiving events 173
Restoring archived events 174
Restoring archived events from tape 174
Restoring archived events from FileSystem 175
Checking event records for tampering 175
Responding to messages 177
About messages 177
Calling up the Message Summary 177
Message Summary columns 178
Changing what is shown in the Message Summary 179
Using the Location pane on the Message Summary 179
Filtering and sorting the Message Summary 180
Example scenario filtering the Message Summary 181
Example scenario - sorting the Message Summary 182
Using views within the Message Summary 182
Navigating the Message Summary 182
Pausing the Message Summary 183
Resetting the Message Summary 183
Silencing, acknowledging, and confirming messages 183
Acknowledging an informational message 185
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Acknowledging a confirmable message 185
Acknowledging a message that requires a single electronic signature 185
Acknowledging a message that requires two electronic signatures 186
Clearing messages 187
Adding comments to a message 188
Responding to alerts 189
The Alert Summary 189
Alert Summary columns 190
Changing what is shown in the Alert Summary 191
Using the Location pane on the Alert Summary 191
Using column filtering on the Alert Summary 193
Using views within the Alert Summary 193
Resetting the Alert Summary 193
Silencing and acknowledging alerts 194
Responding to an alert with Interactive Instructions 194
Alert Summary overflow 195
Exporting what is shown in a summary display 196
Displaying detailed process information 198
About Detail displays 198
About Point Detail displays 198
Calling up a Point Detail display 199
Displaying point history 200
Accumulator point 200
Analog point 204
Process point 210
Status point 211
Sequential control module detail displays 217
Chart view 217
Table view 219
Using Group Detail displays 220
Using trend displays 221
Trend buttons reference 222
About limit trend displays 225
Limit trend controls 226
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Changing the scale on a trend 228
Scale options 229
Viewing events on a trend 230
Changing the period on a trend 231
Adding a reference line to a trend 232
Zooming in on a trend display 232
Highlighting a plot on a trend 233
SCADA Controllers display 233
Using EFM meters 236
Displaying EFM meters 236
Calling up a Meter Detail display 236
About Meter Detail displays 237
EFM meter faceplates 241
Resetting statistics on the Meter Detail display 242
Requesting a manual collection of data from an EFM meter 243
Requesting a manual export of data from an EFM meter 243
About activities, batches, and procedures 245
Activity commands 245
Activity stages and states 246
Creating a batch or procedure 250
Batch or procedure creation and SOR 250
Calling up the activity, batch, or procedure summary 251
Summary display columns 254
Creating a batch or procedure from a summary display 255
Creating a batch or procedure from a custom display 256
Editing a batch or procedure 258
Editing batch or procedure parameters from a summary display 258
Editing batch or procedure parameters from a custom display 260
Responding to control value errors 262
Electronic signing of parameter values 263
Operating a batch or procedure 265
Executing batches or procedures 265
Starting a batch or procedure 266
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Holding a batch or procedure 266
Restarting a batch or procedure 267
Stopping a batch or procedure 267
Removing a completed batch or procedure 267
Aborting a batch or procedure 268
Executing an activity, batch, or procedure from a custom display 268
Command button control 268
Command drop-down control 269
Command panel control 269
Confirmation panel control 270
Information control 270
Information panel control 271
Instruction control 271
Instruction list control 271
Mode attribute button control 272
Mode attribute drop-down control 272
Mode button control 273
Mode drop-down control 273
Phase control 273
Procedure and sequence control icons 274
Procedure control 278
Procedure list control 278
Procedure panel control 278
Step and phase list control 279
Step control 279
Transition control 280
Transition list control 280
Unit control 281
Unit list control 281
Executing a batch or procedure from an activity detail display 282
Accessing child elements 284
Responding to child element errors 284
Managing orphaned activities 285
Reviewing a completed batch or procedure 286
Collecting, entering, and reviewing report parameters 286
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