For Operations and Maintenance

Monitor systems, manage alarms, and ensure uptime.

Next → Control | IT | Operations | System Integrators

Understand the Platform and Modules:

• Platform Overview - review the entire section. For Technology, focus only on your areas of interest.
• Modules - review the Solution Lifecycle and the modules in your area of interest.

Learn by doing:

• First Solution - 5 min - Build a working solution
• Solution Lifecycle Tutorials - Development workflow
• Designer Tutorial - Your primary workspace
• Unified Namespace Tutorial - Create Tags and UDTs

Runtime Operations

System Monitoring

Essential Tools:

• [Runtime System Monitor Reference] - Real-time performance
• [Runtime Diagnostics Reference] - Troubleshooting tools
• [Runtime Tutorial] - Hands-on practice
• [Client Types Reference] - Client connections

Health Indicators

• [Devices Monitor Reference] - Communication status
• [Alarms Monitor Reference] - Alarm system health
• [Historian Monitor Reference] - Data collection status
• [System Monitor Connector] - Windows metrics

Alarm Management

Alarm Response

Core Documentation:

• [AlarmViewer Control Reference] - Operator interface
• [AlarmAreas Control Reference] - Area-based filtering
• [Alarms and Audit Trail Tutorial] - Step-by-step guide
• [Alarms Module Reference] - Complete system

Alarm Procedures

• [Alarm Areas Example] - Organization strategies
• [Alarm History Filter Example] - Historical analysis
• [Alarm Email and SMS Example] - Notification setup
• [Alarm Change Message Example] - Custom messages

Trending & Analysis

Data Visualization

Trending Tools:

• [TrendChart Control Reference] - Real-time trends
• [TrendChart Properties Example] - Configuration
• [TrendChart Annotations Example] - Event marking
• [TrendChart Custom Samples Example] - Advanced features

Historical Data

• [Historian Module Tutorial] - Data retrieval
• [Historian Export to CSV Example] - Data export
• [Historian GetSamples Method Code] - Custom queries

Reporting & Documentation

Operational Reports

• [ReportViewer Control Reference] - View reports
• [Reports Module Reference] - Report system
• [Reports with Datasets Example] - Data integration

Shift Documentation

• Audit trail maintenance
• Shift handover procedures
• Incident documentation

Quick Reference Cards

Alarm Response Matrix

Daily Checklist

• Review [Runtime System Monitor Reference]
• Check active alarms in [AlarmViewer Control Reference]
• Verify historian status in [Historian Monitor Reference]
• Review device communications
• Run daily production report
• Complete shift log

First-Line Diagnostics

Shift Operations

Handover Procedures

Documentation Requirements:

1. Top 5 active alarms and status
2. Equipment on watch list
3. System anomalies observed
4. Maintenance requests raised
5. Audit trail entry

Access Control

• [Security RuntimeUsers Reference] - User management
• [Security Policies Reference] - Permission levels
• [Security Module Reference] - Complete security

Performance Management

System Optimization

• Display point count limits
• Query time window best practices
• Network bandwidth monitoring
• Client connection management

Preventive Maintenance

• Trend analysis for drift detection
• Early warning indicators
• Asset health monitoring
• Performance baseline tracking

Emergency Procedures

Failover Operations

• [Redundancy Reference] - Hot standby systems
• Client reconnection procedures
• Service recovery checklist
• Communication protocols

Backup & Recovery

• Solution backup verification
• Configuration archive
• Disaster recovery procedures
• Data retention policies

Training Path

Operations Certification

FrameworX Operations Specialist

• Prerequisites: Basic SCADA knowledge
• Duration: 2 weeks practical training
• Assessment: Scenario-based + quiz
• Renewal: Annual practical drill

Week 1 Focus:

• Client navigation
• Alarm operations
• Trending basics
• System health monitoring

Week 2 Focus:

• Advanced diagnostics
• Performance optimization
• Security procedures
• Emergency response

Resources & Support

Essential References:

• [Runtime Reference] - Complete runtime documentation
• [Alarms Module Reference] - Alarm system details
• [Displays Module Reference] - Display navigation

Examples & Best Practices:

• [Process HMI Example] - Operational displays
• [Andon Dashboards Example] - Visual management
• [OEE Calculation Example] - Performance metrics

Support:

• [Getting Help] - Support channels
• Technical Tuesday sessions
• Emergency escalation procedures

In this section...