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- Design scalable architectures
- Implement industry standards
- Manage multi-site deployments
- Create reusable templates
- Deliver complete solutions
Week 1: Foundation
Day 1-2: Architecture Planning
System Sizing Calculator
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Component
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Small (< 1K tags)
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Medium (1K-10K tags)
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Large (> 10K tags)
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CPU
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4 cores
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8 cores
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16+ cores
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RAM
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16 GB
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32 GB
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64+ GB
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Storage
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250 GB SSD
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500 GB SSD
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1 TB+ SSD RAID
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Network
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Single Gigabit
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Redundant Gigabit
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Redundant 10 Gigabit
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Clients
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Up to 10
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Up to 50
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50+
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Scan Rate
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1 second
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500 ms
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250 ms
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History Retention
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90 days
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1 year
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2+ years
Learning Paths by Role
Your Role | Primary Focus | Essential Pages | Advanced Topics | |
|---|---|---|---|---|
System Integrator | Full platform | Platform Overview | Solution Lifecycle | Security & Operations |
Week 1: Foundation
Day 1-2: Architecture Planning
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Availability Target
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99%
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99.5%
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Exercise: Design Multi-Site Architecture
- Define site requirements:
- Number of sites
- Tag count per site
- Communication between sites
- Redundancy requirements
- Plan network topology:
- WAN connectivity
- Bandwidth requirements
- Latency constraints
- Specify hardware per site
- Design redundancy strategy
- Document architecture diagram
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Day 5: Project Delivery Methods
Implementation 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 Topics
Day 1-2: Standards Implementation
ISA Standards Compliance
Standard | Focus Area | Implementation |
|---|---|---|
ISA-88 | Batch Control | Recipe management, phase logic |
ISA-95 | MES Integration | Level models, B2MML interfaces |
ISA-18.2 | Alarm Management | Philosophy document, rationalization |
ISA-101 | HMI Design | Display hierarchy, color standards |
ISA-99/IEC-62443 | Cybersecurity | Zones, conduits, security levels |
Exercise: Implement ISA-101 Display Hierarchy
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Large System Optimization 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
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Test Categories and Procedures
Test 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 |
|---|---|---|
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 on-site |
Quality Assurance Checklist
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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
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