Overview

FrameworX serves diverse professionals across the industrial automation spectrum. This guide provides tailored learning paths for Control Engineers, IT Professionals, and 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.

Select Your Professional Profile

Quick Assessment - Which Path Is Right for You?

Answer these questions to identify your optimal learning path:

Path 1: For Control Engineers

Your Profile

Traditional automation professionals with experience in PLCs, HMIs, and SCADA systems. You focus on reliable control, operator interfaces, and field device integration.

Learning

...

By completing this path, you will:

• ? Connect and configure industrial devices
• ? Design effective operator interfaces
• ? Implement alarm management strategies
• ? Create control logic and calculations
• ? Build trending and historical displays

Week 1: Foundation for Control Engineers

Day 1-2: Device Communication Mastery

Morning: Understanding FrameworX Drivers

Exercise 1: Driver Selection
1. Open Designer → Devices
2. Review available drivers:
   - Allen-Bradley (EtherNet/IP)
   - Siemens (S7)
   - Modbus (TCP/RTU)
   - OPC UA
3. Document which drivers match your PLCs

Afternoon: Configure Your First PLC

Lab: Connect to Allen-Bradley ControlLogix
??? Step 1: Create Channel
?   - Protocol: Allen-Bradley ControlLogix
?   - Connection: Ethernet
?   - Timeout: 3000ms
??? Step 2: Add Node
?   - IP Address: [Your PLC IP]
?   - Slot Number: 0
??? Step 3: Import Tags
?   - Use automatic tag import
?   - Map to UNS namespace
??? Step 4: Verify Communication
    - Check status indicators
    - Monitor update rates

Day 3-4: HMI Design Fundamentals

Creating Operator Displays

Standard Display Components:
???????????????????????????????????????
? Header (Title, Time, Alarms)       ?
???????????????????????????????????????
?                                     ?
?     Main Process Graphic            ?
?     (P&ID representation)           ?
?                                     ?
???????????????????????????????????????
? Navigation Bar                      ?
???????????????????????????????????????

Exercise: Build Motor Control Faceplate

1. Create new symbol "MotorControl"
2. Add elements:
   • Status indicator (Running/Stopped)
   • Start/Stop buttons
   • Speed display (if VFD)
   • Fault indicator
   • Local/Remote mode
3. Link to Motor UDT
4. Test in runtime

Day 5: Alarm Configuration

Alarm Philosophy Implementation

Lab: Configure Process Alarms

Tank Level Alarms:
??? HiHi Alarm (95%) - Priority 250
??? Hi Alarm (85%) - Priority 400
??? Lo Alarm (15%) - Priority 400
??? LoLo Alarm (5%) - Priority 250

Settings per alarm:
- Deadband: 2%
- Delay On: 5 seconds
- Delay Off: 3 seconds
- Auto Acknowledge: No

Week 2: Advanced Control Topics

Day 1-2: Control Logic Implementation

Script Development for Control Engineers

csharp

// Example: Pump Control Logic
public void PumpControl()
{
    // Read process values
    float tankLevel = @Tag.Tank01.Level;
    float setpoint = @Tag.Tank01.Setpoint;
    bool pumpAvailable = @Tag.Pump01.Available;
    
    // Control logic
    if (pumpAvailable)
    {
        if (tankLevel < (setpoint - 5))
        {
            @Tag.Pump01.StartCmd = true;
            @Tag.Pump01.Speed = CalculateSpeed(tankLevel, setpoint);
        }
        else if (tankLevel > (setpoint + 2))
        {
            @Tag.Pump01.StartCmd = false;
        }
    }
    
    // Alarm generation
    if (!pumpAvailable && tankLevel < 10)
    {
        @Tag.Alarms.LowLevelNoPump = true;
    }
}

private float CalculateSpeed(float level, float sp)
{
    // PID calculation or curve
    float error = sp - level;
    return Math.Max(30, Math.Min(100, error * 5));
}

Day 3-4: Trending and Historical Analysis

Creating Effective Trends

Trend Configuration:
??? Time Axis
?   ??? Real-time (last hour)
?   ??? Historical (date range)
?   ??? Resolution (1 sec - 1 day)
??? Y-Axes
?   ??? Primary (0-100%)
?   ??? Secondary (0-150°F)
?   ??? Auto-scale option
??? Pens
    ??? Pen 1: Flow (Blue, Primary)
    ??? Pen 2: Pressure (Green, Primary)
    ??? Pen 3: Temperature (Red, Secondary)

Exercise: Build Trending Display

1. Create new display "ProcessTrends"
2. Add trend object
3. Configure 4 pens for related process values
4. Add time navigation controls
5. Include data export button

Day 5: Performance Optimization

Optimizing for Control Applications

Control Engineer Toolkit

Essential Components Library

Standard Objects to Create:
??? Motors
?   ??? Motor_Simple (On/Off)
?   ??? Motor_VFD (Variable Speed)
?   ??? Motor_Reversing (Forward/Reverse)
??? Valves
?   ??? Valve_OnOff
?   ??? Valve_Control (Analog)
?   ??? Valve_3Way
??? Process Equipment
?   ??? Pump_Centrifugal
?   ??? Tank_Level
?   ??? Heat_Exchanger
??? Instruments
    ??? Transmitter_Analog
    ??? Switch_Digital
    ??? Controller_PID

Communication Quick Reference

Troubleshooting Guide for Control Engineers

Path

...

Your Profile

IT professionals managing industrial systems integration, cybersecurity, databases, and enterprise connectivity. You bridge the IT/OT gap.

Learning Objectives

By completing this path, you will:

• ? Implement secure authentication systems
• ? Integrate with enterprise databases
• ? Deploy web-based solutions
• ? Configure REST APIs and web services
• ? Establish cybersecurity best practices

Week 1: Foundation for IT Professionals

Day 1-2: Database Integration

SQL Database Connectivity

sql

-- Example: Production Database Schema
CREATE TABLE ProductionData (
    ID INT IDENTITY(1,1) PRIMARY KEY,
    Timestamp DATETIME NOT NULL,
    ProductCode VARCHAR(50),
    Quantity INT,
    Quality FLOAT,
    LineID INT,
    OperatorID VARCHAR(50)
);

CREATE TABLE BatchRecords (
    BatchID VARCHAR(50) PRIMARY KEY,
    StartTime DATETIME,
    EndTime DATETIME,
    Recipe VARCHAR(100),
    Status VARCHAR(20)
);

Exercise: Configure Database Connection

1. Navigate to Datasets → Connections
2. Add SQL Server connection:

   Server: SQLServer01
   Database: Production
   Authentication: Windows
   Pool Size: 10

3. Create real-time query:

   sql

   SELECT TOP 100 * 
   FROM ProductionData 
   WHERE Timestamp > DATEADD(hour, -1, GETDATE())
   ORDER BY Timestamp DESC

Day 3-4: Web Deployment

Setting Up Web Clients

Web Server Configuration:
??? IIS Setup
?   ??? Install IIS with WebSocket support
?   ??? Configure application pool
?   ??? Set up SSL certificate
??? FrameworX Web Config
?   ??? Enable web server
?   ??? Set ports (HTTP/HTTPS)
?   ??? Configure authentication
??? Client Access
    ??? URL: https://server/frameworkx
    ??? Test on multiple browsers
    ??? Verify responsive design

Lab: Deploy Secure Web Access

1. Generate SSL certificate
2. Configure HTTPS binding
3. Enable Windows authentication
4. Test from remote browser
5. Monitor performance

Day 5: Security Implementation

Security Architecture Setup

Security Layers:
???????????????????????????????????
? Network Security                ?
? • Firewall rules               ?
? • VLAN segmentation           ?
???????????????????????????????????
             ?
???????????????????????????????????
? Application Security            ?
? • Authentication (AD/LDAP)     ?
? • Role-based access            ?
? • Audit logging                ?
???????????????????????????????????
             ?
???????????????????????????????????
? Data Security                   ?
? • Encryption at rest           ?
? • TLS in transit              ?
? • Backup encryption           ?
???????????????????????????????????

Week 2: Advanced IT Topics

Day 1-2: Enterprise Integration

REST API Implementation

javascript

// Example: REST API Client Configuration
const apiConfig = {
    baseURL: 'https://frameworkx-server/api',
    endpoints: {
        tags: '/tags',
        alarms: '/alarms',
        historical: '/historian'
    },
    authentication: {
        type: 'Bearer',
        token: 'your-api-token'
    }
};

// GET current tag values
async function getTagValues(tagNames) {
    const response = await fetch(`${apiConfig.baseURL}/tags`, {
        method: 'POST',
        headers: {
            'Authorization': `Bearer ${apiConfig.authentication.token}`,
            'Content-Type': 'application/json'
        },
        body: JSON.stringify({ tags: tagNames })
    });
    return response.json();
}

Exercise: Create ERP Integration

1. Design data exchange schema
2. Configure REST endpoints
3. Implement authentication
4. Schedule data sync
5. Add error handling

Day 3-4: Cloud Deployment

Azure/AWS Integration

yaml

...

-

...

Day 5: Performance & Monitoring

System

...

Integrators

Target Audience

...

powershell

# PowerShell Monitoring Script
$server = "FrameworX-Server"
$metrics = @{
    CPU = (Get-Counter "\Processor(_Total)\% Processor Time").CounterSamples.CookedValue
    Memory = (Get-Counter "\Memory\Available MBytes").CounterSamples.CookedValue
    Disk = (Get-Counter "\PhysicalDisk(_Total)\% Disk Time").CounterSamples.CookedValue
    Network = (Get-Counter "\Network Interface(*)\Bytes Total/sec").CounterSamples.CookedValue
}

# Send to monitoring system
Send-MetricsToSplunk -Server $server -Metrics $metrics

IT Professional Toolkit

Security Checklist

• Network segmentation implemented
• Firewalls configured
• SSL certificates installed
• Active Directory integrated
• Role-based access configured
• Audit logging enabled
• Backup strategy implemented
• Disaster recovery tested
• Penetration testing completed
• Security policies documented

Database Optimization Guide

Integration Patterns

Pattern 1: ERP Integration
ERP → REST API → FrameworX → Production

Pattern 2: Cloud Analytics
FrameworX → MQTT → IoT Hub → Analytics

Pattern 3: Reporting
FrameworX → SQL → Power BI → Dashboards

Path 3: 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

...

• Implement industry standards

...

• Manage multi-site deployments

...

• Create reusable templates

...

• Deliver complete solutions

Learning Paths by Role

Week 1: Foundation

...

Day 1-2: Architecture Planning

...

System Sizing Calculator

...

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

Creating Reusable Solutions

...

Standard Project Structure

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

...

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                     ?
??????????????????????????????????

...

Phases

Week 2: Advanced Topics

Day 1-2: Standards Implementation

ISA Standards Compliance

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

...

Strategies

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

...

Test Categories and Procedures

...

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Project Estimation Guidelines

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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

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

...

Project Management Templates

Required Documentation

Multi-Site Deployment Strategy

Troubleshooting Guide

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

• Architecture Design Guide
• ISA Standards Implementation
• Project Template Library
• Multi-Site Deployment Guide
• Community Forum - Architecture Section

Certification Paths

Available Certifications

Next Steps for All Paths

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 by Path

AI Assistant Data

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

json

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  "page": "Choose Your Path",
  "type": "Role-Based Learning Paths",
  "purpose": "Provide tailored learning experiences for different professionals",
  "paths": [
    {
      "role": "Control Engineers",
      "focus": "PLCs, HMI, SCADA, field devices",
      "duration": "2 weeks",
      "skills": ["Device integration", "HMI design", "Alarm management", "Control logic"]
    },
    {
      "role": "IT Professionals", 
      "focus": "Databases, security, web, integration",
      "duration": "2 weeks",
      "skills": ["Database integration", "Web deployment", "Security", "APIs"]
    },
    {
      "role": "System Integrators",
      "focus": "Architecture, standards, deployment",
      "duration": "2 weeks",
      "skills": ["System design", "Templates", "Standards", "Project delivery"]
    }
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    "Foundation week",
    "Advanced week",
    "Hands-on exercises",
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    "specialized": ["Control Specialist", "IT Specialist", "Solution Architect"]
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...