Solution Center Overview

The Solution Center serves as the primary entry point and management hub for all FrameworX solutions. It provides centralized control over solution creation, configuration, licensing, and execution, enabling users to manage multiple solutions from a single interface while supporting both local and remote access through desktop and web interfaces.

On this Page:

  • Solution Center Module Overview
  • Key Concepts
  • What It Does
  • Configuration Workflow
  • Runtime Behavior
  • Feature Highlights

Key Concepts

  • Solution File (.dbsln): Encrypted SQL database containing all module configurations in a single file
  • Solution List: Central display of available solutions with status indicators and preview images
  • Server Connection: Access to local or remote solutions via TWebServices (port 10108)
  • Multi-User Collaboration: Concurrent engineering on the same solution by multiple users
  • Execution Profiles: Development, Validation, or Production modes with different security levels
  • Click-Once Deployment: Browser-based Designer launch without local installation

What It Does

  • Creates new solutions from scratch or industry-specific templates
  • Manages solution lifecycle including backup, import, export, and version control
  • Controls licensing for development, runtime, or combined capabilities
  • Launches Designer for configuration and Runtime for execution
  • Enables remote solution access via web UI or server connections
  • Monitors solution status, resource usage, and active connections

Workflow

Solution Center Workflow

Step

Action

Description

Connect to ServerSelect local or remoteChoose local computer or connect via IP/domain
Create/Open SolutionNew or existingStart from template or open .dbsln file
Verify LicenseCheck statusEnsure appropriate development/runtime license
Launch DesignerEdit or View modeConfigure solution with exclusive or multi-user access
Configure ProfileSet execution modeChoose Development, Validation, or Production
Start RuntimeExecute solutionRun with selected profile and client settings


Feature Highlights

Solution Organization

  • Single-file architecture: All configurations in one .dbsln file
  • Preview images: MainPage display shown as solution thumbnail
  • Multiple views: List, Card, or Table display options
  • Search and filter: Quick solution location by name or description
  • Folder organization: Logical grouping of related solutions

Collaboration Features

  • Multi-user support: Concurrent engineering on same solution
  • Server-based access: Centralized solution repository
  • Access control: Security keys for remote connections
  • Version management: Built-in backup and restore capabilities
  • Legacy migration: Upgrade path from .tProj files (v9.1+)

License Management

  • Unified licensing: Single point for all license operations
  • License types: Development, Runtime, Combined, Trial
  • Feature visibility: Tag count, user limits, I/O points
  • Remote activation: Online and offline license activation
  • Expiration monitoring: Proactive license renewal alerts

Deployment Flexibility

  • Click-Once technology: Zero-installation Designer access
  • Cross-platform: Windows desktop and web browser support
  • Remote management: Full functionality over network
  • Backup/restore: Solution portability between systems
  • Template library: Industry-specific starting points

Operational Control

  • Execution profiles: Separate development and production modes
  • Resource monitoring: CPU, memory, and connection tracking
  • Service management: Individual module enable/disable
  • Diagnostic access: Integrated log viewing and troubleshooting
  • Automated startup: Solution auto-launch configuration


Solution Center Overview (Editor note: text for Consolidation)

Overview

Solution Center is the platform’s home screen and launch point. It lets you create, open, license, and launch solutions, and jump into Designer (configure) or Runtime (execute). It can manage local or remote solutions and supports multi-user collaboration.   

What you can do

  • Create/Open solutions (local or remote) and organize them in the Solution List

  • Launch Designer to edit (or read-only) and start Runtime with the chosen profile (Dev/Validation/Production). 

  • Manage licenses (view status, activate) for the connected machine. 

  • Backup / Import / Export / Clone solutions for deployment or recovery. 

  • Access remote servers via TWebServices (web UI at /solutions, supports ClickOnce Designer launch when available). 

  • Upgrade legacy projects (.tProj) to current solutions (.dbsln). 

Key concepts & terms

  • Solution file (.dbsln) — encrypted SQL file that stores the whole configuration (tags, alarms, scripts, displays). Backups use .dbback

  • Solution Center / Solutions Manager — UI names you’ll see for the same entry point. 

  • TWebServices — required service for remote access; default port 10108; optional AccessKey in the URL. 

  • Profiles — Development, Validation, Production (affect Runtime behavior). 

  • License types — Development, Runtime, Combined, Trial. 

How it fits in the platform

Solution Center is the UI environment for solution management & launch: from here you open solutions, configure (Designer), and execute (Runtime). The Platform UI environment table in the overview places SolutionCenter alongside Designer and Runtime

Interface at a glance

  • Solution List — recent/organized solutions; search, status, views.

  • Actions ToolbarNew, Open, Edit, Run, Stop, Backup, Import/Export.

  • Information/Properties — solution details, license status, runtime state. 

Configuration at a glance

  1. Connect to a server (optional): enter IP/DNS in Server Information; ensure TWebServices is running. Or open the Web UI at http://<server>:10108/solutions

  2. Create or open: New (blank or template), Import/Clone, or open an existing .dbsln (local/remote). 

  3. Edit or run: Edit (Designer; supports ClickOnce from web UI) or Run (choose profile). 

  4. License & properties: check/activate license; review execution and advanced settings. 

See also

  • Designer Workspace (Concept) — where you configure modules and UI. 

  • Runtime & Clients (Concept) — how execution and clients work. 

  • Solution Center (Reference) — screens, buttons, and task details. 




Notes on structure (so we’re consistent across modules)

  • Keep Overview to 2–4 sentences.

  • Use “What you can do” for outcome-oriented bullets (value before UI details).

  • Keep UI specifics brief in Interface at a glance; deep details live in Reference.

  • Link down to Reference and sideways to Designer and Runtime Concept pages to preserve the mental model.






Solution Development Workflow

Specification to Solution Flow 

Configuration Workflow

(1) Define Your Data

(2) Setup Industrial Process Modules

Unified Namespace (Local UNS)

SQL Database Connections and Queries

DataExplorer

Scripts and Business Logic

Extended UNS using Direct Binding

Reports, data pub (PDF, CSV, HTML, XML & JSON



(3)  Setup Application Modules (4) User Interface Design

Devices, Field Connections

Symbol Library extensions

Alarms, Events, and Audit-trail

Unified Designer (Canvas & Responsive Dashboard)

Historian, time-series data

Layouts, Desktop (.NET), Web &r Mobile (WebAssembly)



Solution Deployment Workflow

Configuration Workflow

Runtime Configuration Workflow

Step

Action

Description

Choose ProfileSelect environmentDevelopment or Production mode
Configure StartupSet parametersAuto-start, services to enable
Test SolutionRun from DesignerVerify operation before deployment
BuildCompile solutionValidate all scripts and displays
DeployStart RuntimeLaunch in production environment
MonitorCheck statusView diagnostics and performance

Complete Solution Lifecycle


== > Link to Development to Production Best Practices and Industry Standard pages. 



Stage 1: Initiate (Planning)

Project Definition - Scope Development

Define clear boundaries and objectives:

  • Project Scope Document
    • Business Objectives
      • ROI Targets
      • Efficiency Goals
      • Compliance Requirements
    • Technical Requirements
      • I/O Count
      • User Count
      • Integration Points
      • Performance Targets
    • Constrains
      • Budget
      • Timeline
      • Resources
      • Technology
    • Success Criteria
      • Acceptance Tests
      • Performance Metrics
      • Deliverables

Stakeholder Analysis

StakeholderRoleRequirementsConcerns
OperationsEnd UsersIntuitive interface, reliable operationEase of use, training
MaintenanceSupport StaffDiagnostic tools, documentationTroubleshooting, updates
ManagementDecision MakersReports, KPIs, ROICost, timeline, benefits
ITInfrastructureSecurity, integration, standardsCompliance, compatibility
EngineeringTechnical DesignFlexibility, features, performanceTechnical debt, scalability

Requirements Gathering

Functional Requirements Checklist

  • Process control requirements
  • Data acquisition needs
  • Alarm management requirements
  • Reporting specifications
  • User interface requirements
  • Integration requirements
  • Security requirements
  • Performance requirements

Data Collection Worksheet Example

Source: PLC-01
Protocol: Modbus TCP

IP Address: <protected from public documents>

Scan Rate: 1 second

Point Count: 250 

DataTypes: 

Holding Registers: 150
Coils (digital): 100 

Stage 2: Design (Architecture)

System Architecture Design

Architecture Decision Matrix

ComponentOption 1Option 2DecisionRationale
DeploymentStandaloneDistributedDistributedMultiple sites
DatabaseSQLiteSQL ServerSQL ServerScale requirements
RedundancyNoneHot-StandbyHot-StandbyCritical process
ClientsRich onlyRich + WebRich + WebRemote access
HistorianLocalEnterpriseEnterpriseCorporate reporting

Network Architecture



Data Architecture

Tag Naming Convention

Standard: [Area]_[Equipment]_[Component]_[Signal]

Examples:
WTP_PUMP01_MOTOR_RUNNING
WTP_PUMP01_MOTOR_SPEED_SP
WTP_TANK01_LEVEL_PV
BLDG_HVAC_AHU01_TEMP_SP

UNS Structure
??? WTP (Water Treatment Plant)
?   ??? PUMP01
?   ?   ??? MOTOR
?   ?   ?   ??? RUNNING
?   ?   ?   ??? SPEED_SP
?   ?   ?   ??? SPEED_PV
?   ?   ??? VALVE
?   ?       ??? OPEN_CMD
?   ?       ??? POSITION
?   ??? TANK01
?       ??? LEVEL_PV
?    

UDT Design - UNS Data Template 

UDT: MOTOR_VF0
UDT: Motor_VFD
Properties:
  - Name: String
  - Location: String
  - RatedHP: Float
Members:
  Commands:
    - Start_CMD: Boolean
    - Stop_CMD: Boolean
    - Speed_SP: Float (0-100%)
  Status:
    - Running: Boolean
    - Faulted: Boolean
    - Speed_PV: Float
    - Current: Float
    - Temperature: Float
  Alarms:
    - OverCurrent: Boolean
    - OverTemp: Boolean
    - CommLoss: Boolean
  Statistics:
    - RunHours: Double
    - StartCount: Integer
    - LastStartTime: DateTime

Display Architecture

Navigation Hierarchy

Main Menu
??? Overview
?   ??? Plant Overview
??? Areas
?   ??? Area 1
?   ?   ??? Process Overview
?   ?   ??? Equipment
?   ?   ??? Trends
?   ??? Area 2
?   ??? Area 3
??? Utilities
?   ??? Power Monitoring
?   ??? Compressed Air
?   ??? Steam System
??? Reports
?   ??? Production
?   ??? Quality
?   ??? Maintenance
??? Administration
    ??? Setpoints
    ??? Recipes
    ??? User Management


Stage 3: Build (Development)

Development Workflow

Sprint Planning (Example of a 2-Week Sprints)

Sprint 1: Foundation
??? Day 1-3: Create tag database
??? Day 4-6: Build UDTs
??? Day 7-9: Configure devices
??? Day 10: Testing & review

Sprint 2: Process Logic
??? Day 1-3: Alarm configuration
??? Day 4-6: Scripts development
??? Day 7-9: Historian setup
??? Day 10: Testing & review

Sprint 3: Visualization
??? Day 1-3: Template displays
??? Day 4-6: Process graphics
??? Day 7-9: Dashboards
??? Day 10: Testing & review

Sprint 4: Integration
??? Day 1-3: Database connections
??? Day 4-6: Reports
??? Day 7-9: External interfaces
??? Day 10: Testing & review

Configuration Management

Version Control Strategy

Repository Structure:
/FrameworX-Project
??? /Documentation
?   ??? Requirements.docx
?   ??? Design.docx
?   ??? UserManual.docx
??? /Solution
?   ??? MyProject.dbsln
?   ??? /Exports
?       ??? Tags_v1.0.xml
?       ??? Displays_v1.0.xml
??? /Scripts
?   ??? Calculations.cs
?   ??? Reports.sql
??? /Graphics
?   ??? P&ID.svg
?   ??? Logos.png
??? /Tests
    ??? UnitTests.cs
    ??? TestProcedures.xlsx

Change Management Process

Change Request ? Impact Analysis ? Approval ? Implementation ? Testing ? Deployment
       ?              ?               ?            ?              ?           ?
   Document       Assess Risk     Get Signoff   Make Change    Validate   Release


Testing Strategy

Test Levels

LevelScopeResponsibilityTools
Unit TestingIndividual componentsDeveloperDesigner test mode
Integration TestingModule interactionsDeveloperRuntime test
System TestingComplete solutionQA TeamTest scripts
Acceptance TestingBusiness requirementsCustomerTest procedures

Test Documentation - Test Case Template

Test ID: TC 001

Feature: Pump Control

Preconditions:

  • Pump in Auto mode
  • Tank level at 50&

Steps:

  1. Set Tank Setpoint to 75%
  2. Verify pump starts
  3. Monitor speed increases

Expected Result:

  • Pump running indication ON
  • Speed ramps to calculated data
  • No alarms generated
Actual Result:


Stage 4: Deploy (Production)

Deployment Planning

Pre-Deployment Checklist

  • All tests passed
  • Documentation complete
  • Backup created
  • Licenses verified
  • Training completed
  • Support plan ready
  • Rollback plan prepared
  • Maintenance window scheduled

Deployment Sequence

Deployment Sequence
1. Pre-Deployment (T-1 Week)
   * Final testing in staging
   * User training
   * Documentation review

2. Deployment Day (T-0)
   * 00:00 - System backup
   * 01:00 - Install software
   * 02:00 - Import configuration
   * 03:00 - Configure devices
   * 04:00 - Test communications
   * 05:00 - Verify operations
   * 06:00 - Go live

3. Post-Deployment (T+1 Day)
   * Monitor performance
   * Address issues
   * Gather feedback


Commissioning Process

System Commissioning Steps


System Comissoning Step
1. Hardware Ready
2. Software & License Installation
3. Configuration load
4. I/O Checkout 
5. Device Testing
6. Function Testing   ==> Loop 4, 5, 6 as needed
7. Performance Testing
8. Customer Acceptance
9. Production Release

Commissioning Documentation

DocumentPurposeResponsibility
I/O ListVerify all pointsControls Engineer
Loop SheetsTest each control loopTechnician
Alarm ListVerify alarm functionsOperations
Interlock MatrixTest safety interlocksSafety Engineer
Performance LogRecord system metricsSystem Integrator

Stage 5: Support (Maintenance)

Support Structure

Support Tiers

Support Ties
Tier 1: Operations
* Basic troubleshooting
* Restart procedures
* Known issue resolution

Tier 2: Maintenance
* Configuration changes
* Device troubleshooting
* Performance tuning

Tier 3: Engineering
* Complex problems
* System modifications
* Root cause analysis

Tier 4: Vendor
* Software bugs
* License issues
* Advanced support

Maintenance Activities

Preventive Maintenance Schedule

FrequencyTasksResponsibility
DailyCheck system status, Review alarms, Monitor performanceOperations
WeeklyBackup solution, Review logs, Check disk spaceMaintenance
MonthlyArchive data, Update documentation, Performance analysisEngineering
QuarterlySecurity review, Disaster recovery test, Training updateManagement
AnnuallyLicense renewal, Major updates, System auditAll teams

Continuous Improvement

Performance Monitoring

KPI Dashboard Example
KPI Dashboard Example

  System Uptime:       99.8%         
  Avg Response Time:   187ms         
  Alarm Rate:          12/hour       
  Data Loss:           0.00%         
  User Satisfaction:   4.5/5         

Improvement Opportunities:
- Reduce alarm rate (target: <10/hr)
- Optimize response time (<100ms)
- Increase automation (reduce manual tasks)



Tools and Templates

Project Management Tools

FrameworX Native Tools

ToolPurposeDescription
Track Cross-ReferenceGovernancemonitor governance of all places a object is used.
Track RecentChangesVersion Controllight, built-in, record of latest used phases
Track  Unused objectsOptimizationIdentify objects potentially not in use
Track VersionControlVersion ControlKeep automated VersionID to all modules, tables and objects. Global VersionID for entire solution. 
Build, backup flagBackup/Restore pointCrete a backup copy of product current stage
Publish Lock production versionFDA compliance, lock solution file version

Third-party recommend tools

ToolPurposeComments
JIRA//Azure DevOpsTask trackingcritical for maintenance  and product phases
Git/SVNVersion controlAdd comparing version, in top of built-in FrameworX TrackChanges tools
ConfluenceDocument managementAll phases
Teams/SlackCommunicationAll phases


Standard Templates

Available Templates

  • Project Charter
  • Requirements Specification
  • Design Document
  • Test Plan
  • Deployment Guide
  • Training Materials
  • Support Procedures
  • Change Request Form

Quality Gates

Gate Reviews

Gate Review
Gate 1: Design Review
* Requirements complete?
* Architecture approved?
* Risks identified?
* Resources available?
    *
    * Pass
Gate 2: Development Review
* Code complete?
* Testing done?
* Documentation ready?
* Performance met?
    *
    * Pass
Gate 3: Deployment Review
* Customer approval?
* Training complete?
* Support ready?
* Rollback plan?
    *
    * Pass
Production Release

Best Practices

Do's and Don'ts

DO:

  • ? Follow naming conventions consistently
  • ? Document all decisions and changes
  • ? Test thoroughly at each stage
  • ? Include operators in design reviews
  • ? Plan for 20-30% growth
  • ? Use version control
  • ? Create reusable components

DON'T:

  • ? Skip testing to save time
  • ? Ignore user feedback
  • ? Hardcode values
  • ? Forget security considerations
  • ? Deploy without backups
  • ? Assume requirements won't change
  • ? Neglect documentation

Risk Management

RiskProbabilityImpactMitigation
Scope CreepHighHighClear change control process
Integration IssuesMediumHighEarly testing, vendor support
Performance ProblemsMediumMediumLoad testing, optimization
User ResistanceMediumMediumTraining, involvement, support
Hardware DelaysLowHighEarly ordering, alternatives

Workflow Optimization

Automation Opportunities

Manual Tasks → Automated Solutions
?????????????????????????????????
Tag Creation → Excel Import
Alarm Config → Template Application
Report Gen → Scheduled Tasks
Testing → Automated Scripts
Deployment → Scripted Installation
Backup → Automated Schedule

Collaboration Tips

TeamBest Practices
Cross-FunctionalRegular sync meetings, shared workspace
Remote TeamsVideo calls, screen sharing, cloud tools
Customer InteractionDemos, prototypes, feedback sessions
Vendor CoordinationClear specifications, regular updates

Key Concepts

Planning and Design

Before you start developing a project, take time to plan and design the system. This includes defining the scope of the project, creating a functional specification, and determining the requirements for the user interface, data collection, and alarm management.

Modularization

Modularization is an important best practice in FactoryStudio. It involves breaking down the project into smaller, more manageable modules that can be developed and tested independently. This approach makes it easier to debug and maintain the project, as well as reuse modules across different projects.

Version Control

Using version control software is essential when working on projects. This allows you to track changes, revert to previous versions, and collaborate with other team members more effectively. Git is a popular version control system that integrates well with FactoryStudio.

Documentation

Creating documentation for your projects is crucial for ensuring that other team members can understand and maintain the project over time. Make sure to document the project structure, module dependencies, data sources, and other important aspects of the project.

Testing and Debugging

Testing and debugging are essential steps in the development process. Make sure to thoroughly test each module and the system as a whole before deploying it. Debugging tools such as breakpoints, watches, and log files can help you identify and fix issues quickly.

Security

Security is a critical consideration when building automation and SCADA systems. Make sure to follow best practices for network security, password management, user access control, and data encryption. FactoryStudio includes built-in security features such as user authentication and role-based access control.

Troubleshooting

Ideally, you can troubleshoot problems even before they happen in the field. Always review the troubleshooting topics on each module to ensure your solution is not at risk of being affected by the issues described in that item.

Performance Optimization

Optimizing the performance of your projects can help ensure that they run smoothly and efficiently. Consider using techniques such as caching, indexing, and data compression to improve performance. Also, make sure to monitor system performance regularly to identify and address any issues.

Next Steps

After Understanding Workflow

  1. Download Templates
  2. Review Examples
  3. Get Training



Appendix


Pillar 1: Unified Namespace (Foundation)


UNS Recap

Purpose

The Unified Namespace (UNS) is your solution's data foundation - a single source of truth for all real-time and configuration data.

What to Build

  1. Tag Structure
    • Define naming conventions
    • Create tag hierarchy
    • Set data types and ranges
    • Configure engineering units
  2. Asset Tree
    • Mirror physical/logical structure
    • Organize by area/process/equipment
    • Create navigable hierarchy
  3. User Data Types (UDTs)
    • Create equipment templates
    • Define standard objects
    • Build reusable components


Purpose

The Unified Namespace (UNS) is your solution's data foundation - a single source of truth for all real-time and configuration data.

What to Build

  1. Tag Structure
    • Define naming conventions
    • Create tag hierarchy
    • Set data types and ranges
    • Configure engineering units
  2. Asset Tree
    • Mirror physical/logical structure
    • Organize by area/process/equipment
    • Create navigable hierarchy
  3. User Data Types (UDTs)
    • Create equipment templates
    • Define standard objects
    • Build reusable components

Implementation Steps

Step 1: Plan Your Namespace
??? Define naming standards (Area_Equipment_Signal)
??? Document tag requirements
??? Plan for 20% growth

Step 2: Create Base Tags
??? System tags (heartbeat, status)
??? Communication tags
??? Calculation tags

Step 3: Build UDTs
??? Motor (Running, Speed, Current, Hours)
??? Valve (Open, Close, Position, Fault)
??? Tank (Level, Temperature, Pressure)
??? PID (SP, PV, CV, Mode)

Step 4: Organize Assets
??? Plant
   ??? Area1
      ??? Line1
      ??? Line2
          ??? Area2

Best Practices

  • Naming Convention Example: WTP_PUMP01_RUNNING
    • WTP = Water Treatment Plant
    • PUMP01 = Equipment ID
    • RUNNING = Signal name
  • Use consistent abbreviations
  • Plan for expansion (reserve number ranges)
  • Document everything

Detailed UNS Guide →

Pillar 2: Process Modules (Industrial Operations)


Process Modules Recap

Purpose

Process modules connect your solution to the physical world, connecting & collecting data from field devices and managing industrial operations.

What to Build

  1. Device Communications
    • Configure channels and protocols
    • Setup nodes and devices,
    • Map points to tags, or use direct binding
  2. Alarm Management
    • Define alarm areas and groups
    • Configure conditions and limits
    • Setup notifications
  3. Historian (Time-series Data Collection)
    • Configure historian storage
    • Set collection rates
    • Define retention policies

Implementation Steps

Step 1: Setup Devices
??? Create Channel (Protocol, Port, Timeout)
??? Add Nodes (IP, Device ID)
??? Map Points to Tags

Step 2: Configure Alarms
??? Create Areas (Plant sections)
??? Define Groups (Equipment types)
??? Set Conditions (Limits, Deviation)
??? Configure Notifications

Step 3: Enable Historian
??? Select Storage Location
??? Create Tables
??? Configure Tag Collection
??? Set Compression

Connection Architecture


Field Level        Communication        UNS & Operation
???????????         ???????????          ???????????
?  PLCs   ?         ? Drivers ?          ?  Tags   ?
???????????         ???????????          ???????????
?  RTUs   ? ??????? ?Protocols? ???????  ? Alarms  ?
???????????         ???????????          ???????????
? Sensors ?         ?Providers?          ?Historian?
???????????         ???????????          ???????????


Best Practices

  • Start with slow poll rates, optimize later
  • Group similar devices on same channel
  • Use event-driven updates when available
  • Test each connection thoroughly
  • Document IP addresses and settings

Detailed Process Modules Guide →

Pillar 3: Application Modules (Store & Process)


Application Modules Recap

Purpose

Application modules add business logic, data processing, and integration capabilities to transform raw data into actionable information.

What to Build

  1. Database Integration
    • Connect to SQL databases
    • Create queries and views
    • Setup synchronization
  2. Business Logic
    • Write calculation scripts
    • Implement control logic
    • Create data validation
  3. Reporting
    • Design report templates
    • Configure schedules
    • Setup distribution

Implementation Steps


Step 1: Database Setup
??? Configure Connections
??? Create Tables/Views
??? Build Queries
??? Test Transactions

Step 2: Script Development
??? Calculation Tasks
??? Control Logic
??? Data Processing
??? Error Handling

Step 3: Report Creation
??? Design Templates
??? Configure Data Sources
??? Set Schedules
??? Test Distribution

Data Flow

Raw Data → Scripts → Calculations → Database → Reports
   ↓          ↓           ↓            ↓          ↓
  Tags     Process    Transform      Store    Distribute

Common Implementations

Use Case

Implementation

KPI CalculationsScripts calculate OEE, efficiency, yield
Batch RecordsDatabase stores recipe and production data
IntegrationREST APIs connect to ERP/MES
ReportsAutomated shift, daily, monthly reports

Detailed Application Modules Guide →

Pillar 4: User Interface (Analyze & Visualize)

User Interface (Displays) Recap

Purpose

The UI layer presents information to operators, managers, and stakeholders through interactive displays and dashboards.

What to Build

  1. Operational Displays
    • Process graphics
    • Control panels
    • Navigation structure
  2. Dashboards
    • KPI visualization
    • Analytics
    • Mobile views
  3. Client Deployment
    • Rich clients
    • Web access
    • Mobile UI

Implementation Steps

Step 1: Display Architecture
??? Create Navigation Structure
??? Design Template Displays
??? Build Process Graphics
??? Implement Standards

Step 2: Display Development
??? Overview Displays
??? Detail Displays
??? Control Faceplates
??? Alarm Displays

Step 3: Dashboard Creation
??? KPI Dashboards
??? Analytics Views
??? Mobile Layouts
??? Executive Reports




Step 1: Display Architecture
??? Create Navigation Structure
??? Design Template Displays
??? Build Process Graphics
??? Implement Standards

Step 2: Display Development
??? Overview Displays
??? Detail Displays
??? Control Faceplates
??? Alarm Displays

Step 3: Dashboard Creation
??? KPI Dashboards
??? Analytics Views
??? Mobile Layouts
??? Executive Reports

Display Hierarchy

Plant Overview
Area Overview
Process Display
Equipment Detail
Faceplate Popup

Design Principles

  • Follow ISA-101 HMI standards
  • Use consistent color philosophy
  • Implement situational awareness
  • Minimize animation
  • Optimize for target resolution

Detailed User Interface Guide →

From Development To Production 

Reference:  

Deployment Process Summary

PLAN                          BUILD                         DEPLOY
?????????????????            ?????????????????            ?????????????????
1. Requirements     ????     5. Implementation    ????    9. Installation
2. Architecture              6. Integration                10. Commissioning
3. Standards                 7. Testing                    11. Training
4. Design                    8. Validation                 12. Support


Phase 1: Planning (Week 1)

Requirements Gathering

  • Define project scope
  • Identify data sources
  • List user requirements
  • Document interfaces
  • Establish success criteria

Architecture Design

  • Size system (tags, users, data)
  • Design network topology
  • Plan redundancy
  • Define security zones
  • Select hardware

Phase 2: Development

Step 1: Foundation (UNS)

  • Create Local Tags structure
  • Build UDTs 
  • Setup asset tree
  • External Governance: Extend UNS with Dynamic Binding.

Step 2: Integration

  • Configure devices
  • Setup alarms
  • Enable historian
  • Test communications

Step 3: Logic

  • Develop scripts
  • Create queries
  • Build reports
  • Test calculations

Step 4: Visualization

  • Design displays
  • Create navigation
  • Build dashboards
  • Test clients

Step 5: Integration Testing

  • End-to-end testing
  • Performance testing
  • Security testing
  • User acceptance

Phase 3: Deployment

Go-Live Preparation

  • Production installation
  • Data migration
  • User training
  • Documentation
  • Support handover


Next → Standards & Best  References

Dev to Production Workflow





AI Assistant Data

<details> <summary>Structured Information for AI Tools</summary>

json

{
  "page": "Solution Workflow",
  "type": "Process Guide",
  "purpose": "Define systematic approach to solution development",
  "stages": [
    {
      "name": "Initiate",
      "duration": "1-2 weeks",
      "deliverables": ["Requirements", "Scope", "Project Charter"]
    },
    {
      "name": "Design",
      "duration": "2-4 weeks",
      "deliverables": ["Architecture", "Standards", "Specifications"]
    },
    {
      "name": "Build",
      "duration": "4-12 weeks",
      "deliverables": ["Configuration", "Code", "Documentation"]
    },
    {
      "name": "Deploy",
      "duration": "1-2 weeks",
      "deliverables": ["Installation", "Training", "Go-Live"]
    },
    {
      "name": "Support",
      "duration": "Ongoing",
      "deliverables": ["Maintenance", "Updates", "Improvements"]
    }
  ],
  "keyActivities": [
    "Requirements gathering",
    "Architecture design",
    "Development sprints",
    "Testing phases",
    "Deployment planning",
    "Support structure"
  ],
  "tools": [
    "Project management",
    "Version control",
    "Testing frameworks",
    "Documentation systems"
  ]
}

</details>



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