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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

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

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AI Assistant Data

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