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Learning Path - System Integrators

Target Audience

Overview

FrameworX serves diverse professionals across the industrial automation spectrum. This guide provides tailored learning paths for System Integrators, helping you focus on the most relevant features and capabilities for your role. Each path includes specific tutorials, exercises, and real-world scenarios designed to accelerate your proficiency.

Learning Path for System Integrators

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System integrators delivering complete solutions from design through deployment

...

, managing projects,

...

implementing standards, and

...

ensuring successful delivery.

Learning Objectives

...

...

  • Design scalable architectures

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  • Implement industry standards

...

  • Manage multi-site deployments

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  • Create reusable templates

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  • Deliver complete solutions

Week 1: Foundation

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Day 1-2: Architecture Planning

System Sizing Calculator

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Component

Small (< 1K tags)

Medium (1K-10K tags)

Large (> 10K tags)

CPU

4 cores

8 cores

16+ cores

RAM

16 GB

32 GB

64+ GB

Storage

250 GB SSD

500 GB SSD

1 TB+ SSD RAID

Network

Single Gigabit

Redundant Gigabit

Redundant 10 Gigabit

Clients

Up to 10

Up to 50

50+

Scan Rate

1 second

500 ms

250 ms

History Retention

90 days

1 year

2+ years

Availability Target

99%

99.5%

99.9%

Exercise: Design Multi-Site Architecture

  1. Define site requirements:
    • Number of sites
    • Tag count per site
    • Communication between sites
    • Redundancy requirements
  2. Plan network topology:
    • WAN connectivity
    • Bandwidth requirements
    • Latency constraints
  3. Specify hardware per site
  4. Design redundancy strategy
  5. Document architecture diagram

Day 3-4: Template Development

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Creating Reusable Solutions

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Standard Project Structure

Code Block
ProjectTemplate/
??? Standards/
?   ??? NamingConvention.docx
?   ??? ColorStandards.xml
?   ??? AlarmPhilosophy.docx
??? UDTs/
?   ??? Motors.xml
?   ??? Valves.xml
?   ??? Instruments.xml
??? Graphics/
?   ??? Symbols.library
?   ??? Templates.displays
?   ??? Navigation.menu
??? Scripts/
?   ??? Calculations.cs
?   ??? Reports.sql
??? Documentation/
    ??? UserManual.docx
    ??? QuickStart.pdf

Lab: Create Reusable Template

  1. Create base project structure
  2. Define naming conventions:
    • Tags: Area_Equipment_Parameter
    • Displays: Area_Function_Type
    • UDTs: Equipment_Vendor_Model
  3. Build standard UDTs for common equipment
  4. Create symbol library
  5. Document standards

Day 5: Project Delivery Methods

Implementation

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Phases

Phase

Duration

Deliverables

Discovery

1 week

Requirements document, Site survey, Risk assessment

Design

2 weeks

Architecture design, Standards document, Design review

Development

4 weeks

Configuration, Programming, Unit testing

Deployment

1 week

Installation, Commissioning, Training

Week 2: Advanced

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Project Phases:
??????????????????????????????????
? Phase 1: Discovery (1 week)    ?
? • Requirements gathering        ?
? • Site survey                  ?
? • Risk assessment              ?
??????????????????????????????????
? Phase 2: Design (2 weeks)      ?
? • Architecture design          ?
? • Standards development        ?
? • Review & approval            ?
??????????????????????????????????
? Phase 3: Development (4 weeks) ?
? • Configuration                ?
? • Programming                  ?
? • Testing                      ?
??????????????????????????????????
? Phase 4: Deployment (1 week)   ?
? • Installation                 ?
? • Commissioning                ?
? • Training                     ?
??????????????????????????????????

...

Topics

Day 1-2: Standards Implementation

ISA Standards Compliance

Standard

Application

Focus Area

Implementation

ISA-88

Batch Control

Recipe management,

phases

phase logic

ISA-95

MES Integration

Level models, B2MML interfaces

ISA-18.2

Alarm Management

Philosophy document, rationalization

ISA-101

HMI Design

Display hierarchy,

colors

color standards

ISA-99/IEC-62443

Cybersecurity

Zones, conduits, security levels

Exercise: Implement ISA-101 Display Hierarchy

  1. Level 1 - Overview displays (plant-wide)
  2. Level 2 - Area displays (unit operations)
  3. Level 3 - Detail displays (equipment)
  4. Level 4 - Support displays (diagnostics)
  5. Create navigation structure
  6. Apply consistent color scheme
  7. Document display standards

Day 3-4: Performance Optimization

Large System Optimization

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Strategies

Area

Technique

Implementation

Database

Partitioning by date

Monthly partitions for historical data

Database

Index optimization

Clustered index on timestamp

Communication

Protocol efficiency

Use bulk reads, minimize polling

Communication

Compression

Enable data compression

Processing

Distributed computing

Split processing across servers

Processing

Edge processing

Local data aggregation

Client

Lazy loading

Load displays on demand

Client

View optimization

Limit points per display

Lab: Optimize Large System

  1. Analyze system performance baseline
  2. Identify bottlenecks:
    • Database queries
    • Network traffic
    • CPU utilization
  3. Implement optimizations
  4. Measure improvement
  5. Document settings

Day 5: Solution Validation

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Test Categories and Procedures

Test

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Type

Focus

Method

Functional

I/O

...

verification, Control logic, Alarms

Point-to-point testing

Performance

Load testing, Stress testing, Endurance

Simulate maximum load

Security

Access control, Audit trails

Penetration testing

Acceptance

User requirements, Performance criteria

Witness testing

Project Estimation Guidelines

Task

Hours per Unit

Notes

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System Integrator Toolkit

Project Management Templates

  • Statement of Work (SOW)
  • Functional Specification
  • Design Specification
  • Test Procedures
  • Training Materials
  • Handover Documentation

Estimation Guidelines

ComponentHours per Unit

Tag Configuration

0.1 hour/tag

Including alarming

Display Development

4-8 hours/display

Depends on complexity

Device Integration

2-4 hours/device

Including testing

Alarm Configuration

0.2 hour/alarm

Including documentation

Testing

20% of development

All test categories

Documentation

15% of development

User and technical docs

Training

16 hours minimum

2 days

minimum

on-site

Quality Assurance Checklist

  1. Requirements traced to implementation
  2. All I/O points verified
  3. Alarms tested and documented
  4. Performance requirements met
  5. Security measures implemented
  6. Backup/recovery tested
  7. Documentation complete
  8. Training delivered
  9. Support handover complete

Certification Paths

Available Certifications

CertificationTarget AudiencePrerequisitesExam Topics
FrameworX Certified DeveloperAll pathsBasic trainingConfiguration, displays, basic scripting
FrameworX Solution ArchitectSystem IntegratorsFCD + project experienceArchitecture, standards, deployment

Next Steps

Continue Learning

  1. Hands-On Practice - Build sample projects
  2. Community Forum - Join discussions
  3. Advanced Training - Specialized courses
  4. Certification - Validate your skills
  5. Real Projects - Apply knowledge

Resources

...

Project Management Templates

Required Documentation

Document

Purpose

When

Statement of Work

Define scope and deliverables

Pre-project

Functional Specification

Detail requirements

Discovery phase

Design Specification

Technical design

Design phase

Test Procedures

Validation methods

Development phase

Training Materials

User education

Deployment phase

Handover Documentation

Support transition

Project close

Multi-Site Deployment Strategy

Approach

Pros

Cons

Best For

Centralized

Single point of management

WAN dependency

< 5 sites

Distributed

Local autonomy

Complex management

> 10 sites

Hybrid

Balance of both

Higher complexity

5-10 sites

Troubleshooting Guide

Issue

Investigation

Resolution

Performance degradation

System metrics analysis

Apply optimization strategies

Communication failures

Network diagnostics

Verify routing, firewall rules

Synchronization issues

Time server configuration

Configure NTP properly

Template conflicts

Version comparison

Implement version control

Deployment failures

Installation logs

Verify prerequisites

Certification Path

FrameworX Solution Architect

  • Prerequisites: FrameworX Certified Developer + project experience
  • Focus Areas: Architecture design, standards implementation, project delivery
  • Format: Online exam + architecture review project
  • Duration: 6 hours

Additional Resources

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