Honeywell Experion LX Manual

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

Disclaimer
This document contains Honeywell proprietary information. Information contained herein is
to be used solely for the purpose submitted, and no part of this document or its contents shall
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Honeywell International Sàrl.
While this information is presented in good faith and believed to be accurate, Honeywell
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In no event is Honeywell liable to anyone for any direct, special, or consequential damages.
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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Removing a completed batch or procedure 286
Reviewing batch and procedure events 287
Loading recipes 288
Customizing a recipe 289
What is the System Status display? 290
Calling up the System Status display 290
Components of the System Status display 290
System Status display Dashboard pane reference 291
System Status display Location pane reference 292
System Status display Status pane reference 293
System Status display Results pane reference 294
System Status display Details pane reference 294
System status icons reference 295
Communicating with your colleagues 296
Producing reports 298
Requesting a report 298
Requesting a report from the Command Zone 299
Viewing a report 300
Standard report types 300
Printing a report of what is shown in a summary display 302
Reference topics 304
Menu summary 304
Station menu 304
Edit menu 304
View menu 305
Control menu 306
Action menu 306
Help menu 307
Command reference 307
Types of keyboards used by Experion 308
Shortcut keys on a PC keyboard 309
Dedicated keys on an Operator Entry Panel (OEP) 311
Dedicated keys on an Integrated Keyboard (IKB) 315
Changing someone's operator-based security password 318
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Faceplates with specialized behavior 319
Faceplates where auto-selection is not available 328
Notices 330
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About this guide
This guide describes how to use Station to monitor and control your Experion LXsystem.
Revision history
Revision Date Description
A April 2017 Initial release of document.
How to use this guide
To learn about Go to
The basics, such as the layout of the screen and how to
use your keyboard
Understanding the basics on the next
page
Responding to alarms Responding to alarms on page104
Responding to events Responding to events on page162
Responding to messages Responding to messages on page177
Responding to alerts Responding to alerts on page189
Monitoring system status What is the System Status display? on
page290
Generating and printing reports Producing reports on page298
Using the Message Pad Communicating with your colleagues
on page296
Loading recipes Loading recipes on page288
Related documentation
The Overview Guide provides a comprehensive introduction to Experion, including basic
concepts and terminology.
About this guide
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Understanding the basics
Every Experion system is configured differently to meet a particular set of requirements. This
means that some of the information in this guide may not be applicable to you, or may operate
in a slightly different way. Consequently, you should ask your supervisor or an experienced
colleague before you perform any procedure described in this guide.
The following topics describe how to start Station and the basic concepts related to using
Station.
Introducing Experion and Station
Experion LX is a sophisticated management and control system that:
nDisplays system data in a manner that you can easily understand
nAllows you to control your system by sending appropriate commands
nAutomatically performs scheduled tasks
nNotifies you of system activities, including alarms and system events
nProduces comprehensive reports
The following figure shows a typical Experion system. Experion runs on the server—the
main computer—which collects and processes data, administers system activities and
performs automated tasks.
The controllers,system interfaces and point servers are the 'hands and eyes' of your system,
controlling and collecting data from your plant equipment.
Controllers collect information from the field and continually send this information to the
server where it is stored. In most cases, the controllers are located near the devices they
control, and are connected to the server via a LAN (Local Area Network) or other
communication link.
A system interface or point server collects information from the field and sends this
information to the server upon request. In general, the server does not store point values from
a system interface/point server unless you are collecting history.
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Server
Reports
Alarms
Station
Station
Controller Controller
System Interface
Field Devices
Introducing Station
A Station is, in effect, a set of 'control panels' through which you and your colleagues monitor
and control your system. (Station is a separate Experion program that runs on standard
computers, as well as on the server.)
Station presents information as a series of displays—each display is a 'control panel' that
shows a particular set or type of information, and has an appropriate set of controls, such as
'buttons' and 'scroll bars'.
There are two basic types of display:
nSystem. These are supplied with Experion and show information in a standardized
manner. For the most part, system displays consist of lists and 'electronic forms'
containing system configuration details.
nCustom. These have been created specifically for your system, and make it much easier
to interpret and control system activity, often making use of sophisticated graphics,
including animations.
Understanding the basics
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For example, a security-related display might show the layout of a particular floor,
whereas a building control-related display might include a schematic diagram of an air
handling unit of an air-conditioning system.
In addition to displays, Station can display Web pages and files, such as Microsoft
Word documents, which typically contain operating procedures.
A typical system display
A typical custom display
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What type of Station do you use?
There are several different types of Station, these are:
Station
type Description
Flex
Station Station connected to an Experion server.
Console
Station
Station connected to an Experion server as well as connected directly to devices such
as Process Controllers. If the Experion server is not operational, Console Station can
still view and control the part of your plant to which you are directly connected.
In addition to a single instance of Station appearing in a single monitor, multiple static Station
allows you to have up to four instances of Station running simultaneously. With this
configuration, you can position an instance of Station in a separate monitor.
What functions are available when the Experion server is unavailable
If the Experion server becomes unavailable, an alarm is raised on the Console Station to
indicate that the Console Station is operating in ‘Experion server unavailable’ mode.
The following table shows which common functions are available when the Experion server
is unavailable.
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Function Experion server unavailable
Log on to Console Station Yes
Change your password using
Console Station
Yes, if you are using a Windows-based user account that is
configured in Experion.
No, if you are using a traditional operator account.
View and control points
Yes, for points from direct data sources, such as Process
Controllers.
No, for points from scan-based controllers.
View custom displays Yes, however only data from direct data sources is
available.
View and acknowledge alarms on
the Alarm Summary Yes, for alarms from direct data sources.
Add comments to an alarm No
Print the Alarm Summary as a
report No
View the status of items in the
System Components tree in the
System Status display
Yes, for equipment that is directly connected to the Console
Station, such as Process Controllers. The status of other
items is shown as unknown.
View and acknowledge system
alarms on the System Status
display
Yes, for equipment that is directly connected to the Console
Station, such as Process Controllers. Other alarms are
shown as questionable.
View faceplates in the Status pane
on the System Status display
Yes, for equipment that is directly connected to the Console
Station, such as Process Controllers.
View and respond to events No
Add comments to an event No
Create operator recorded events No
Print the Event Summary as a
report No
Event archiving No
View and respond to messages Yes, for messages from direct data sources.
Load recipes No
Reports No
View trends Yes, but limited to real-time trending of points from direct
data sources. (Historical data is not available.)
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Function Experion server unavailable
View Groups Yes, groups with points from direct data sources.
About Consoles
Console Stations and Console Extension Stations might be grouped together to form
Consoles. It is usual for all the Stations within a Console to have a common scope of
responsibility.
About Scope of Responsibility
An operator's, or Station's, scope of responsibility defines what parts of the plant equipment
the operator has access to for issuing control actions or viewing and acknowledging alarms.
Depending on how your system has been configured the scope of responsibility of your
Station can be changed by changing the assigned Asset Profile or changing the Console
membership.
Starting Station
To start Station and log on
1. Start Station with whichever of the following options appear in your computer’s Start
menu
a. Server > Station (Experion server)
b. Client Software > Station (Flex Station)
c. Console Station > Station (Console Station)
Station establishes contact with the Experion server and displays the startup display
specified in the default setup file.
2. Your system may be set up so that you can select a particular setup file, which controls
the way Station operates.
3. Log on to Station in accordance with the security option used on your system.
Logging on to Station
In general, if you have been given a user name and password, you need to log on to Station.
(Your site may be set up so that your Windows and Station user name and password are the
same and logging on to Station is automatic.)
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To log on when a prompt appears
1. In the Station Operator Logon dialog box type your user name and your password.
Attention:
Your password, but not your user name, is case-sensitive.
Asterisks (*) appear as you type each character of your password.
2. Click OK.
Logging on as an override using Signon Manager
Using Signon Manager, you can temporarily log on as an override user. You can then issue
commands that require your security level. When you end the override, control automatically
reverts to the current user.
To log on as an override
1. Do one of the following:
lIf the Signon Bar is visible, click Signon/Override.
lIf the Signon Bar is not visible, click the (Signon Manager) button on the
Windows taskbar to make the Signon Manager visible and then click Signon.
lPress CTRL+ALT+S.
The Signon dialog box appears.
Attention:
If the card reader version of the Signon Manager button is displayed ( ),
you may need to sign on with a smart card and enter authentication
information as required. This may include a PIN as well as a password,
depending on how your system has been configured.
2. Type your user name.
Tip:
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