Platform Components

Solution Developer Journey: Create → Design → Deploy/Run

1. Core Components — servers, services, modules; how they fit together. 

2. Workspaces — Solution Center Overview and Designer Workspace (can be siblings or a combined page). 

3. Runtime & Clients — SmartClient/Web, roles, where logic runs.

Platform UI Tools  Interaction

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Our platform relies on the three components described below. It supports distributed architectures, which means that each one of these software components may be running on one computer, exchanging data with the modules on other computers.

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UI Environment 

Purpose

Key RolesFeatures

Solution Center

Solution
Management

• Create/open solutions
• License management

• Server configuration
• Launch Designer and Runtime

Designer

Solution
Configuration

• UNS Configuration
• Process Modules Design

• Application Modules Design
• Operator UI Design

Runtime

Execution
environment

• Real-time data processing
• Client connections

• Module execution
• Performance monitoring

(EDITORS NOTE: Text to review and consolidate to the table)

Solutions Manager (Solution Management)

Our platform enables you to create industrial applications for any platform - you can run it on Windows, Linux, Mac, Routers and Universal Robots. This is the first interface you'll see when running the software and it showcases all the solution files you have. You can create, edit, manage and run solutions from here.

Designer (Solution Configuration)

The Designer Workspace allows you to edit solutions’ displays and tags, as well as modules such as Devices, Alarms, Scripts, Datasets and Historian.

Runtime (Solution Execution)

When you run your solution, the first UI you'll be presented with is the TStartup, which is responsible for loading everything the solution needs. This includes the TServer, which enables communications with databases, and the modules that will act behind the scenes to display the information the user sees. It will also open the User Interface, which can be either Windows or Web Clients.

The Four Pillars

Every FrameworX solution is built on four foundational pillars that work together to create a complete industrial application:
Solution Building Blocks

Every FrameworX solution is built on four foundational pillars that work together to create a complete industrial application:

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Key Architectural Benefits

System Network Architecture

Three-Tier Architecture

• Presentation Tier
  • Rich Client (.NET)
  • Web Client (WebAssembly)
  • Mobile Client (WebAssembly)

• Application Tier
  • FrameworX Runtime (TServer)
  • UNS (Tag & UDT)  | Field Devices | Alarms
  • Historian | Reports | Dataset SQL | Scrips

• Data Tier
  • Solution DB (configuration), Historian DB (Time-Series) and Alarms DB
  • External SQL, Objects DB,  or Cloud Storage, or custom connectors. 
  • Drivers (70+ field protocols), UPC-UA, MQTT + third-party extensions.

Platform Components

The platform operates through three essential workspaces:

• [Platform Architecture (Concept)] - Technical foundation and component integration
• [Solution Center (Concept)] - Solution management and launch point
• [Designer Workspace (Concept)] - Configuration environment for all modules
• [Runtime Environment (Concept)] - Execution environment for deployed solutions
• [Network Topologies (Concept)] - Deployment architectures from standalone to distributed

Key Architectural Benefits

Foundation → Industrial Operation → Logic & Data → Visualization

Each pillar represents a critical layer of your solution, implemented in sequence for optimal results:

Why Follow This Methodology?

Field Proven

→ Catalog

Benefits of the Four-Pillar Approach

Solution Templates

Quick Start  Templates, with guided explorer

Template

Description

Components

Time to Explore

Industry Templates

Discreet manufacturing

• OEE calculations
• Andon Dashboards

Utilities

• GEO Asset Monitor 
• Distributed Systems

Continuous  Process

• Brewery Plant
• High Performance HMI

Edge & IIoT

• Edge PLC to SQL
• Protocol Converter & OPC UA server

Next Steps

After Understanding the Methodology

Deep Dive Into Each Pillar

• Unified Namespace Details
• Process Modules Guide
• Application Modules Guide
• User Interface Guide

Get Hands-ON

• Get Aware of the Quick Links Tables
• Follow a  Tutorial
• Build a sample solution
• Follow a tutorial
• Modify a template

Four Pillars at a Glance

Modules Key Concepts Review

One Line Descriptions

Data Flow Examples

Tags (UNS)

Example 1: PLC to Display

PLC → Driver  (Device Point) → Tag → Display

Example 2: PLC to Display, using Direct Binding.

PLC address → Dynamic TagProvider  → Display

Example 3: Calculation to Database

Tags → Script (Calculation) → Result Tag → Dataset  (SQL)

Example 4: User Command

Display → Button Click → Tag Write  (UNS) → Device → PLC

Development Time Estimates

Solution Size

Tags

Development Time

Team Size

Note: Those are order of magnitude references. Specific requirements & workflow & user review process need to be accounted for.

Shorten Dev time & Increase Reliability Checklist

Best Practices Checklist

Design Phase

• Define clear naming conventions
• Create reusable UDTs
• Plan for 20-30% growth
• Document all decisions
• Review with stakeholders

Development Phase

• Follow the four-pillar sequence
• Test each component thoroughly
• Use version control
• Regular backups
• Code reviews for scripts

Deployment Phase

• Complete testing before production
• Train all users
• Document operational procedures
• Establish support processes
• Monitor performance

Maintenance Phase

• Regular backups
• Performance monitoring
• Security updates
• User feedback
• Continuous improvement

Common Pitfalls and How to Resolve

Pitfall

Impact

How to Resolve

Building successful FraeworX solutions follows a proven four-pill methodolog that ensures scalability, maintainability, and performance. This sapproach guides you from initial data modelig through to inal deplyment, with each pilla building upon the previous to create a coplete industrial application.

Found→ Integration → Logic → Visualization

Each pillar represents a critical layer of your solution, implemented in sequence optimal results:

Why Follow This Methodology?

Benefits of the Four-Pillar Approach

Comm Mistakes to Avoid

? Starting with displays-Without proer dat structure ? Skippin UDTs - Ladingto tag sprawl ? Direct device-to-display binding - Creating maintenance nightmares ? Ignoring naming conventions - Causing confusion later ? monolithic solutions - Instead of modular architecture

Pillar 1: Unified Namespace (Foundation)

Purpose

The Unified Namespace (UN) is your s'datafoundation - 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 s andranges
   • Configure engineering units
2. Asset Tree
   • irror physical/logical structur
   • Organize by area/process/equipmen
   • Create navigable ierarchy
3. User Data Types (UDTs)
   • Create equipment templates
   • Define standard bjects
   • Buil reusable components

→ Sutin Dev - Use Case Example

Detailed UNS→

Pillar2: Process Modules (Industrial Oerations)

P

Process modules connect your solutionto the hysica world, connecting & collecting dta from feld devices admanaging indusrial operations.

Wat to Build

1. DevicCommunications
   • Conigure channels and protocls
   • Setp nodes and devices,
   • Map points to tags, o use direct binding
2. Alarm Management
   • Define alarm areas and groups
   • Configure conditions and limits
   • Setup notifications
3. Historian (Timeseries Data Collection)
   • Configure historian storage
   • Set collection rates
   • Define retention olicies

P3: Application Module (Stre & Process)

Purpose

Appication modles add business logic, data processing, and integracapailities to transform raw data into actionable information.

What to B

1. Database Integrato
   • Connect to SQL databases
   • Create queries and views
   • Setup synchronization
2. Business Loic
   • Writeclculation scrits
   • Imlement contl logic
   • Crete data validation
3. Reporting
   • Design report templates
   • Configure sedules
   • Setupdistribution

DetailedAplication Modules Guide →

P 4UserInterface(Analyze& Visualize)

Purpose

The UI layer presents information to operators, managers, and stakeholders through interactive displays anddashboards.

WhattoBuild

1. OperationalDisplays
   • Processgraphics
   • Controlpanels
   • Navigationstructure
2. Dashboards
   • KPI visualization
   • Alytics
   • Mobile views
3. Client Deploynt
   • Richclients
   • Web access
   • Mobile I

Detailed User Iterface Gude →

Dev to Production Worklow

Overvw

FrameworX 10.1 follows a moular,scalable rchitecture designed for industrial applications fro small single-machine interfac to enterrise-wide systems. Understnding the platform arhitcturehelpsyoudesignrobustsolutions,ptimize peformance, and plan for growth. This gui exploesthe core componentsdataflow,anddeploymentpatterns that makeFrameworX a owerfl industial aplicatin platform.

FrameworX i  morthn jus softwre tool,

It's the enablingield-prven architectre a methodology to deploy applics managing critical assetsfromlargedistributedsystemstostandalone edge apps. It unloks the sphistication, perforance and oenness f latest techologis, yet keepig a simple configuraion, and a clear cot with advantageous Total Cost of Ownership.

Reference Link 
   Solutions Guidebook (examples of solution rchitecture in production)

Solution Development Workflow

Confiuration Workflow

(1) Define Your Data

SolutionDeployment Workflow

Development toProduction Flow

Tools  Interaction

Complete Solution Lifecycle

Stage 1: Iitite (Planning)

Project Definition - Scope Developnt

Define clear boundaries and objectives

• ProjectScope Document
  • Business Objectives
    • ROI Targets
    • Efficiency Goals
    • Compliance Requirements
  • Technical Requirements
    • I/O Count
    • User Count
    • Integration oints
    • Pefrmance Targets
  • Constrains
    • Budget
    • Timeline
    • Resources
    • Technology
  • SucCriteria
    • Acceptance Tests
    • Performance etrics
    • Deliverables

Stakehler Analysis

RquirementsGathering

unctonal Rquirements Checkist

• Process control requirements
• Data acquisition nees
• Alarmmanagement requrements
• Reporting specifications
• User interface requirements
• I requirements
• Security requirements
• Performance requirements

Source:PLC-01

IPAddress:<proteted fr ublic dcumets>

Scan Rate: 1 scond

Poi Count: 250 

DataType 

HoldingRegisters: 150
Coils (digital): 100 

Stage 2: sgn (Arhitcture)

Sytem ArchitectureDesign

rchitecture Decision Matrix

Component

Option 1

Option 2

Decision

Rationale

Network Architecture

Data Architecture

Tag Naming Convention

Standard: [Area_[Equipment]_[Component]_[Signal]

Examples:
WTP_PUMP01_MOTOR_RUNNING
WTP_PUMP01_MOTOR_SPEED_SP
WTP_TANK01_LEVEL_PV
BLDG_HVAC_AHU01_TEMP_SP
UNS Structure

UDT Design - UNS Data Template 
UDT: MOTOR_VF0

Disay Archteture

NavigHierarchy

Stage 3ld (Developmet)

Dvelopment Workflow

Sprint Planning (Example of a 2-Week Sprint)

ConfigurationManagement

VersionControlStrategy

TstingStrategy

TestLevels

TestDocumentation-TestCaseTemlate

Test ID: TC 001

Feate: Pum Contrl

Precondition:

• Pump in Auto mod
• Tank level at 50&

Steps

1. SetTank Setpoint to 75%
2. erfy pump starts
3. Monitor speed increases

Expected Relt:

• Pump running indication ON
• Speed ramps to cculated data
• No alarms generated

Stage 4: Deploy (Producton)

Deployment Plnning

Pre-Deploymen Checklst

• All tests passed
• Dcumetationcomplete
• Backupcreated
• Licensesverified
• Trainingcompleted
• Supportplanready
• Rollbak plan prepared
• Maintenance windw scheduled

Deployent Sequence

Cmmissioning Process

System Commissioning Steps

Commssioning Documation

Stage 5Support(Maintenance)

SupportStructure

SupportTiers

Maintenance Activities

Preventive Maintenance Schedule

Continous Impovement

Performnce Moniorng

Tools and Temlats

Project Maagement Tools

FrameworX Native Tools

Tool

Purpose

Description

Tird-party recommend tools

Tool

Purpose

Comments

Standard Templates

Avaable Temptes

• PojectCharter
• Requreents Secification
• Design Document
• Test Pan
• Dploy Guide
• Training Merals
• Support Prcedures
• ChageRequestForm

QualityGates

GateReviews

BestPractices

Do'sandDon'ts

DO:

• ?naming conventons consistently
• ? Document a decisions and chnges
• ? Test thooughly at eachtag
• ? Incld operators i dsignreviews
• ?Planfor 20-30%growth
• ? Use version control
• ?

DON'T:

• ? Skip testing to save time
• ? Ignore user feedback
• ?Hardcodevalues
• ?Forgetsecurity considerations
• ? eply without bakups
• ? Ass requiremeswon't chang
• ? Neglct documentation

Risk Management

Workflow Optimization

Automation Opportunities

Collabatin Tips

The four-pillar methodology (UNS, Process Modules, Application Modules, UI) provides a unique organizational principle that differentiates Tatsoft from competitors. This architectural approach to documentation surpasses the typical product-centric organization seen in platforms like FactoryTalk or WinCC, potentially offering superior conceptual clarity for system designers.

Building successful FrameworX solutions follows a proven four-pillar methodology that ensures scalability, maintainability, and performance. This structured approach guides you from initial data modeling through to final deployment, with each pillar building upon the previous to create a complete industrial application.

The Four-Pillar Field Proven Methodology

Foundation → Integration → Logic → Visualization

Each pillar represents a critical layer of your solution, implemented in sequence for optimal results:

??????????????????????????????????????????????????????????????????????????????
?                          FRAMEWORKX SOLUTION                               ?
??????????????????????????????????????????????????????????????????????????????
?                                                                            ?
?  1. UNIFIED NAMESPACE     2. PROCESS MODULES      3. APPLICATION MODULES   ?
?     (Foundation)         (Industrial Operation)      (Business Logic)      ?

?                                                                            ?

?    ????????????            ????????????            ????????????            ??    ?   Tags   ? ???????    ? Devices  ? ???????    ? Scripts  ?            ?
?    ?  Assets  ?            ?  Alarms  ?            ? Datasets ?            ?
?    ?   UDTs   ?            ?Historian ?            ? Reports  ?            ?
?    ????????????            ????????????            ????????????            ?
?          ?                        ?                        ?               ?
?          ???????????????????????????????????????????????????               ?
?                                   ?                                        ?
?                         4. USER INTERFACE                                  ?
?                        (Analyze & Visualize)                               ?
?                         ????????????????                                   ?
?                         ?   Displays   ?                                   ?
?                         ?  Dashboards  ?                                   ?
?                         ?    Mobile    ?                                   ?
?                         ????????????????                                   ?
??????????????????????????????????????????????????????????????????????????????

Why Follow This Methodology?

Benefits of the Four-Pillar Approach

Common Mistakes to Avoid

? Starting with displays - Without proper data structure ? Skipping UDTs - Leading to tag sprawl ? Direct device-to-display binding - Creating maintenance nightmares ? Ignoring naming conventions - Causing confusion later ? Building monolithic solutions - Instead of modular architecture

Pillar 1: Unified Namespace (Foundation)

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

→ Solution Dev - Use Case Example

Detailed UNS Guide →

Pillar 2: Process Modules (Industrial Operations)

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

Pillar 3: Application Modules (Store & Process)

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

Detailed Application Modules Guide →

Pillar 4: User Interface (Analyze & Visualize)

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

Detailed User Interface Guide →

Best Practices

Team

Best Practices

Next Steps

After Understanding Workfl

1. Download Templaes
   • Project Templates
   • DocumentationStandards
2. ReviewExamples
   • Solution Examples
   • Case Stuies
3. G Trning
   • Project Management
   • Best Practice

Dev to Production Workflow

Overview

FrameworX 10.1 follows a modular, scalable architecture designed for industrial applications from small single-machine interfaces to enterprise-wide systems. Understanding the platform architecture helps you design robust solutions, optimize performance, and plan for growth. This guide explores the core components, data flow, and deployment patterns that make FrameworX a powerful industrial application platform.

FrameworX is  more than just software tool,

It's the enabling field-proven architecture and methodology to deploy applications managing critical assets, from large distributed systems to standalone edge apps. It unlocks the sophistication, performance and openness of latest technologies, yet keeping a simple configuration, and a clear cost with advantageous Total Cost of Ownership.

Reference Link: 
    Solutions Guidebook (examples of solution architecture in production)

Solution Development Workflow

Specification to Solution Flow 

Configuration Workflow

(1) Define Your Data

(2) Setup Industrial Process Modules

Image RemovedUnified Namespace (Local UNS)

Image RemovedSQL Database Connections and Queries

Image RemovedDataExplorer

Image RemovedScripts and Business Logic

Image RemovedExtended UNS using Direct Binding

Image RemovedReports, data pub (PDF, CSV, HTML, XML & JSON

(3)  Setup Application Modules (4) User Interface Design

Image RemovedDevices, Field Connections

Image RemovedSymbol Library extensions

Image RemovedAlarms, Events, and Audit-trail

Image RemovedUnified Designer (Canvas & Responsive Dashboard)

Image RemovedHistorian, time-series data

Image RemovedLayouts, Desktop (.NET), Web &r Mobile (WebAssembly)

Solution Deployment Workflow

Development to Production Flow

Image Removed

Tools  Interaction

Image Removed

Complete Solution Lifecycle

Image Removed

== > Link to Development to Production Best Practices and Industry Standard pages.

Stage 1: Initiate (Planning)

Project Definition - Scope Development

Define clear boundaries and objectives:

• Project Scope Document
  • Business Objectives
    • ROI Targets
    • Efficiency Goals
    • Compliance Requirements
  • Technical Requirements
    • I/O Count
    • User Count
    • Integration Points
    • Performance Targets
  • Constrains
    • Budget
    • Timeline
    • Resources
    • Technology
  • Success Criteria
    • Acceptance Tests
    • Performance Metrics
    • Deliverables

Stakeholder Analysis

Stakeholder	Role	Requirements	Concerns
Operations	End Users	Intuitive interface, reliable operation	Ease of use, training
Maintenance	Support Staff	Diagnostic tools, documentation	Troubleshooting, updates
Management	Decision Makers	Reports, KPIs, ROI	Cost, timeline, benefits
IT	Infrastructure	Security, integration, standards	Compliance, compatibility
Engineering	Technical Design	Flexibility, features, performance	Technical debt, scalability

Requirements Gathering

Functional Requirements Checklist

• Process control requirements
• Data acquisition needs
• Alarm management requirements
• Reporting specifications
• User interface requirements
• Integration requirements
• Security requirements
• Performance requirements

Data Collection Worksheet Example

Source: PLC-01

Protocol: Modbus TCP

IP Address: <protected from public documents>

Scan Rate: 1 second

Point Count: 250 

DataTypes: 

Holding Registers: 150
Coils (digital): 100 

Stage 2: Design (Architecture)

System Architecture Design

Architecture Decision Matrix

Component	Option 1	Option 2	Decision	Rationale
Deployment	Standalone	Distributed	Distributed	Multiple sites
Database	SQLite	SQL Server	SQL Server	Scale requirements
Redundancy	None	Hot-Standby	Hot-Standby	Critical process
Clients	Rich only	Rich + Web	Rich + Web	Remote access
Historian	Local	Enterprise	Enterprise	Corporate reporting

Network Architecture

Image Removed

Data Architecture

Tag Naming Convention

Standard: [Area]_[Equipment]_[Component]_[Signal]

Examples:
WTP_PUMP01_MOTOR_RUNNING
WTP_PUMP01_MOTOR_SPEED_SP
WTP_TANK01_LEVEL_PV
BLDG_HVAC_AHU01_TEMP_SP
UNS Structure

??? WTP (Water Treatment Plant) ?   ??? PUMP01 ?   ?   ??? MOTOR ?   ?   ?   ??? RUNNING ?   ?   ?   ??? SPEED_SP ?   ?   ?   ??? SPEED_PV ?   ?   ??? VALVE ?   ?       ??? OPEN_CMD ?   ?       ??? POSITION ?   ??? TANK01 ?       ??? LEVEL_PV ?

UDT Design - UNS Data Template 
UDT: MOTOR_VF0

UDT: Motor_VFD Properties:   - Name: String   - Location: String   - RatedHP: Float Members:   Commands:     - Start_CMD: Boolean     - Stop_CMD: Boolean     - Speed_SP: Float (0-100%)   Status:     - Running: Boolean     - Faulted: Boolean     - Speed_PV: Float     - Current: Float     - Temperature: Float   Alarms:     - OverCurrent: Boolean     - OverTemp: Boolean     - CommLoss: Boolean   Statistics:     - RunHours: Double     - StartCount: Integer     - LastStartTime: DateTime

Display Architecture

Navigation Hierarchy

Main Menu ??? Overview ?   ??? Plant Overview ??? Areas ?   ??? Area 1 ?   ?   ??? Process Overview ?   ?   ??? Equipment ?   ?   ??? Trends ?   ??? Area 2 ?   ??? Area 3 ??? Utilities ?   ??? Power Monitoring ?   ??? Compressed Air ?   ??? Steam System ??? Reports ?   ??? Production ?   ??? Quality ?   ??? Maintenance ??? Administration     ??? Setpoints     ??? Recipes     ??? User Management

Stage 3: Build (Development)

Development Workflow

Sprint Planning (Example of a 2-Week Sprints)

Sprint 1: Foundation ??? Day 1-3: Create tag database ??? Day 4-6: Build UDTs ??? Day 7-9: Configure devices ??? Day 10: Testing & review   Sprint 2: Process Logic ??? Day 1-3: Alarm configuration ??? Day 4-6: Scripts development ??? Day 7-9: Historian setup ??? Day 10: Testing & review   Sprint 3: Visualization ??? Day 1-3: Template displays ??? Day 4-6: Process graphics ??? Day 7-9: Dashboards ??? Day 10: Testing & review   Sprint 4: Integration ??? Day 1-3: Database connections ??? Day 4-6: Reports ??? Day 7-9: External interfaces ??? Day 10: Testing & review

Configuration Management

Version Control Strategy

Repository Structure: /FrameworX-Project ??? /Documentation ?   ??? Requirements.docx ?   ??? Design.docx ?   ??? UserManual.docx ??? /Solution ?   ??? MyProject.dbsln ?   ??? /Exports ?       ??? Tags_v1.0.xml ?       ??? Displays_v1.0.xml ??? /Scripts ?   ??? Calculations.cs ?   ??? Reports.sql ??? /Graphics ?   ??? P&ID.svg ?   ??? Logos.png ??? /Tests     ??? UnitTests.cs     ??? TestProcedures.xlsx

Change Management Process

Change Request ? Impact Analysis ? Approval ? Implementation ? Testing ? Deployment        ?              ?               ?            ?              ?           ?    Document       Assess Risk     Get Signoff   Make Change    Validate   Release

Testing Strategy

Test Levels

Level	Scope	Responsibility	Tools
Unit Testing	Individual components	Developer	Designer test mode
Integration Testing	Module interactions	Developer	Runtime test
System Testing	Complete solution	QA Team	Test scripts
Acceptance Testing	Business requirements	Customer	Test procedures

Test Documentation - Test Case Template

Test ID: TC 001

Feature: Pump Control

Preconditions:

• Pump in Auto mode
• Tank level at 50&

Steps:

1. Set Tank Setpoint to 75%
2. Verify pump starts
3. Monitor speed increases

Expected Result:

• Pump running indication ON
• Speed ramps to calculated data
• No alarms generated

Actual Result:

Stage 4: Deploy (Production)

Deployment Planning

Pre-Deployment Checklist

• All tests passed
• Documentation complete
• Backup created
• Licenses verified
• Training completed
• Support plan ready
• Rollback plan prepared
• Maintenance window scheduled

Deployment Sequence

Deployment Sequence

1. Pre-Deployment (T-1 Week)    * Final testing in staging    * User training    * Documentation review   2. Deployment Day (T-0)    * 00:00 - System backup    * 01:00 - Install software    * 02:00 - Import configuration    * 03:00 - Configure devices    * 04:00 - Test communications    * 05:00 - Verify operations    * 06:00 - Go live   3. Post-Deployment (T+1 Day)    * Monitor performance    * Address issues    * Gather feedback

Commissioning Process

System Commissioning Steps

System Comissoning Step

1. Hardware Ready 2. Software & License Installation 3. Configuration load 4. I/O Checkout 5. Device Testing 6. Function Testing   ==> Loop 4, 5, 6 as needed 7. Performance Testing 8. Customer Acceptance 9. Production Release

Commissioning Documentation

Document	Purpose	Responsibility
I/O List	Verify all points	Controls Engineer
Loop Sheets	Test each control loop	Technician
Alarm List	Verify alarm functions	Operations
Interlock Matrix	Test safety interlocks	Safety Engineer
Performance Log	Record system metrics	System Integrator

Stage 5: Support (Maintenance)

Support Structure

Support Tiers

Support Ties

Tier 1: Operations * Basic troubleshooting * Restart procedures * Known issue resolution   Tier 2: Maintenance * Configuration changes * Device troubleshooting * Performance tuning   Tier 3: Engineering * Complex problems * System modifications * Root cause analysis   Tier 4: Vendor * Software bugs * License issues * Advanced support

Maintenance Activities

Preventive Maintenance Schedule

Frequency	Tasks	Responsibility
Daily	Check system status, Review alarms, Monitor performance	Operations
Weekly	Backup solution, Review logs, Check disk space	Maintenance
Monthly	Archive data, Update documentation, Performance analysis	Engineering
Quarterly	Security review, Disaster recovery test, Training update	Management
Annually	License renewal, Major updates, System audit	All teams

Continuous Improvement

Performance Monitoring

KPI Dashboard Example

KPI Dashboard Example     System Uptime:       99.8%           Avg Response Time:   187ms           Alarm Rate:          12/hour         Data Loss:           0.00%           User Satisfaction:   4.5/5           Improvement Opportunities: - Reduce alarm rate (target: <10/hr) - Optimize response time (<100ms) - Increase automation (reduce manual tasks)

Tools and Templates

Project Management Tools

FrameworX Native Tools

Tool

Purpose

Description

Track Cross-ReferenceGovernancemonitor governance of all places a object is used.Track RecentChangesVersion Controllight, built-in, record of latest used phasesTrack  Unused objectsOptimizationIdentify objects potentially not in useTrack VersionControlVersion ControlKeep automated VersionID to all modules, tables and objects. Global VersionID for entire solution. Build, backup flagBackup/Restore pointCrete a backup copy of product current stagePublish Lock production versionFDA compliance, lock solution file version

Third-party recommend tools

Tool

Purpose

Comments

JIRA//Azure DevOpsTask trackingcritical for maintenance  and product phasesGit/SVNVersion controlAdd comparing version, in top of built-in FrameworX TrackChanges toolsConfluenceDocument managementAll phasesTeams/SlackCommunicationAll phases

Standard Templates

Available Templates

• Project Charter
• Requirements Specification
• Design Document
• Test Plan
• Deployment Guide
• Training Materials
• Support Procedures
• Change Request Form

Quality Gates

Gate Reviews

Gate Review

Gate 1: Design Review * Requirements complete? * Architecture approved? * Risks identified? * Resources available?     *     * Pass Gate 2: Development Review * Code complete? * Testing done? * Documentation ready? * Performance met?     *     * Pass Gate 3: Deployment Review * Customer approval? * Training complete? * Support ready? * Rollback plan?     *     * Pass Production Release

Best Practices

Do's and Don'ts

DO:

• ? Follow naming conventions consistently
• ? Document all decisions and changes
• ? Test thoroughly at each stage
• ? Include operators in design reviews
• ? Plan for 20-30% growth
• ? Use version control
• ? Create reusable components

DON'T:

• ? Skip testing to save time
• ? Ignore user feedback
• ? Hardcode values
• ? Forget security considerations
• ? Deploy without backups
• ? Assume requirements won't change
• ? Neglect documentation

Risk Management

Risk	Probability	Impact	Mitigation
Scope Creep	High	High	Clear change control process
Integration Issues	Medium	High	Early testing, vendor support
Performance Problems	Medium	Medium	Load testing, optimization
User Resistance	Medium	Medium	Training, involvement, support
Hardware Delays	Low	High	Early ordering, alternatives

Workflow Optimization

Automation Opportunities

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Manual Tasks → Automated Solutions
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Tag Creation → Excel Import
Alarm Config → Template Application
Report Gen → Scheduled Tasks
Testing → Automated Scripts
Deployment → Scripted Installation
Backup → Automated Schedule

Collaboration Tips

Team	Best Practices
Team	Best Practices
Cross-Functional	Regular sync meetings, shared workspace
Remote Teams	Video calls, screen sharing, cloud tools
Customer Interaction	Demos, prototypes, feedback sessions
Vendor Coordination	Clear specifications, regular updates

Next Steps

After Understanding Workflow

1. Download Templates
   • Project Templates
   • Documentation Standards
2. Review Examples
   • Solution Examples
   • Case Studies
3. Get Training
   • Project Management
   • Best Practices

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