Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Solution Center is where you create, open, and manage solutions. It handles licensing, connects to local or remote servers, and launches Designer for configuration or Runtime for execution. All solutions are stored as single .dbsln files containing the complete configuration.

Concept | How-to Guide | Reference

On this page:

Table of Contents
maxLevel2
minLevel2
indent10px
excludeSteps
stylenone



Key Concepts

TermDescriptionDetails
Overview

The Solution Center serves as the primary entry point and management hub for all FrameworX solutions. It provides centralized control over solution creation, configuration, licensing, and execution, enabling users to manage multiple solutions from a single interface while supporting both local and remote access through desktop and web interfaces.

On this Page:

  • Solution Center Module Overview
  • Key Concepts
  • What It Does
  • Configuration Workflow
  • Runtime Behavior
  • Feature Highlights
Key Concepts
Solution File (.dbsln)
:
Encrypted SQL database containing all
module
configurations
in a single file
Single file contains tags, displays, scripts, all modules
Solution List
:
Central display of available solutions
with
Shows status
indicators and
, preview images, organization folders
Server Connection
:
Access to local or remote solutions
via
Via TWebServices (port 10108)
Execution ProfilesRuntime modes with different security levelsDevelopment, Validation, or Production
Multi-User
Collaboration:
AccessConcurrent engineering capabilityMultiple users can work on
the
same solution
by multiple users
  • Execution Profiles: Development, Validation, or Production modes with different security levels
  • Click-Once Deployment
    :
    Browser-based Designer launch
    without
    No local installation required



    What

    It Does
    • Creates new solutions from scratch or industry-specific templates
    • Manages solution lifecycle including backup, import, export, and version control
    • Controls licensing for development, runtime, or combined capabilities
    • Launches Designer for configuration and Runtime for execution
    • Enables remote solution access via web UI or server connections
    • Monitors solution status, resource usage, and active connections

    Workflow

    Solution Center

    Solution Center Does

    Solution ManagementSolution ExecutionSystem Administration

    Create new solutions

    Open existing solutions

    Upgrade legacy projects

    List running solution

    Run solutions 

    Run diagnostics tools

    License management

    Service configuration

    Remote access setup

    How It Fits in the Solution Lifecycle

    Info
    iconfalse

    Solution Center is the first touchpoint in the Solution Lifecycle:

    1. Solution Center ← You are here (Create and manage)
    2. Designer - Configure your solution
    3. Runtime - Execute and monitor

    It serves as both the starting point for new solutions and the ongoing management hub throughout the solution's lifecycle.

      


    Typical Workflow

    to ServerStart from template or open development/runtime or View modeConfigure solution with exclusive accessConfigure or Execute Run with client settings
    StepActionDescriptionOptions
    1. Connect
    Select serverChoose local or remote
    Choose local computer or connect via IP/domain
    serverLocal, IP address, domain name
    2. Create/OpenSolution selectionNew solution or open existing
    Blank, template, import, .dbsln file
    3. Verify LicenseCheck statusEnsure appropriate
    licenseDevelopment, Runtime, Combined
    4. ConfigureLaunch DesignerEdit
    solution configurationExclusive or multi-user
    mode
    5. Select ProfileSet execution modeChoose runtime behaviorDevelopment, Validation,
    Production
    6. ExecuteStart Runtime
    Run the solution
    With selected profile and
    clients



    Feature Highlights

    Solution Organization

    • Single-file architecture
    • :
    • - All configurations in one .dbsln file
    • Preview images
    • :
    • - MainPage display shown as
    • solution
    • thumbnail
    • Multiple views
    • :
    • - List, Card, or Table display options
    • Search and filter
    • :
    • - Quick solution location
    • by name or description
    • Folder organization
    • :
    • - Logical grouping of
    • related
    • solutions

    Collaboration Features

    • Multi-user support
    • :
    • - Concurrent engineering on same solution
    • Server-based access
    • :
    • - Centralized solution repository
    • Access control
    • :
    • - Security keys for remote connections
    • Version management
    • :
    • - Built-in backup and restore
    • capabilities
    • Legacy migration
    • :
    • - Upgrade path from .tProj files (v9.1+)

    License Management

    • Unified licensing
    • :
    • - Single point for all
    • license
    • operations
    • License types
    • :
    • - Development, Runtime, Combined, Trial
    • Feature visibility
    • :
    • - Tag count, user limits, I/O points
    • Remote activation
    • :
    • - Online and offline
    • license
    • activation
    • Expiration monitoring
    • :
    • - Proactive
    • license
    • renewal alerts

    Deployment Flexibility

    • Click-Once technology
    • :
    • - Zero-installation Designer access
    • Cross-platform
    • :
    • - Windows desktop and web browser
    • support
    • Remote management
    • :
    • - Full functionality over network
    • Backup/restore: Solution portability between systems
    • Template library
    • :
    • - Industry-specific starting points

    Operational Control

    Overview
    • Execution profiles: Separate development and production modes
    • Resource monitoring: CPU, memory, and connection tracking
    • Service management: Individual module enable/disable
    • Diagnostic access: Integrated log viewing and troubleshooting
    • Automated startup:
    • Automated startup - Solution auto-launch configuration

    Solution Center Overview (Editor note: text for Consolidation)

    Solution Center is the platform’s home screen and launch point. It lets you create, open, license, and launch solutions, and jump into Designer (configure) or Runtime (execute). It can manage local or remote solutions and supports multi-user collaboration.   

    What you can do

    • Create/Open solutions (local or remote) and organize them in the Solution List

    • Launch Designer to edit (or read-only) and start Runtime with the chosen profile (Dev/Validation/Production). 

    • Manage licenses (view status, activate) for the connected machine. 

    • Backup / Import / Export / Clone solutions for deployment or recovery. 

    • Access remote servers via TWebServices (web UI at /solutions, supports ClickOnce Designer launch when available). 

    • Upgrade legacy projects (.tProj) to current solutions (.dbsln). 

    Key concepts & terms

    • Solution file (.dbsln) — encrypted SQL file that stores the whole configuration (tags, alarms, scripts, displays). Backups use .dbback

    • Solution Center / Solutions Manager — UI names you’ll see for the same entry point. 

    • TWebServices — required service for remote access; default port 10108; optional AccessKey in the URL. 

    • Profiles — Development, Validation, Production (affect Runtime behavior). 

    • License types — Development, Runtime, Combined, Trial. 

    How it fits in the platform

    Solution Center is the UI environment for solution management & launch: from here you open solutions, configure (Designer), and execute (Runtime). The Platform UI environment table in the overview places SolutionCenter alongside Designer and Runtime

    Interface at a glance

    • Solution List — recent/organized solutions; search, status, views.

    • Actions ToolbarNew, Open, Edit, Run, Stop, Backup, Import/Export.

    • Information/Properties — solution details, license status, runtime state. 

    Configuration at a glance

    1. Connect to a server (optional): enter IP/DNS in Server Information; ensure TWebServices is running. Or open the Web UI at http://<server>:10108/solutions

    2. Create or open: New (blank or template), Import/Clone, or open an existing .dbsln (local/remote). 

    3. Edit or run: Edit (Designer; supports ClickOnce from web UI) or Run (choose profile). 

    4. License & properties: check/activate license; review execution and advanced settings. 

    See also

    • Designer Workspace (Concept) — where you configure modules and UI. 

    • Runtime & Clients (Concept) — how execution and clients work. 

    • Solution Center (Reference) — screens, buttons, and task details. 

    Notes on structure (so we’re consistent across modules)

    • Keep Overview to 2–4 sentences.

    • Use “What you can do” for outcome-oriented bullets (value before UI details).

    • Keep UI specifics brief in Interface at a glance; deep details live in Reference.

    • Link down to Reference and sideways to Designer and Runtime Concept pages to preserve the mental model.



    What's Next

    • [Designer (Concept)] - Configure your solution
    • [Runtime (Concept)] - Execute and monitor
    • [Solution Center (How-to Guide)] - Step-by-step instructions



    Central hub for creating, managing, and launching FrameworX solutions with multi-user collaboration support.


    In this section...

    Page Tree
    root@parent
    spaces93DRAF

    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

    Configuration Workflow

    Runtime Configuration Workflow

    Step

    Action

    Description

    Choose ProfileSelect environmentDevelopment or Production mode
    Configure StartupSet parametersAuto-start, services to enable
    Test SolutionRun from DesignerVerify operation before deployment
    BuildCompile solutionValidate all scripts and displays
    DeployStart RuntimeLaunch in production environment
    MonitorCheck statusView diagnostics and performance

    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

    StakeholderRoleRequirementsConcerns
    OperationsEnd UsersIntuitive interface, reliable operationEase of use, training
    MaintenanceSupport StaffDiagnostic tools, documentationTroubleshooting, updates
    ManagementDecision MakersReports, KPIs, ROICost, timeline, benefits
    ITInfrastructureSecurity, integration, standardsCompliance, compatibility
    EngineeringTechnical DesignFlexibility, features, performanceTechnical 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-01Protocol: 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

    ComponentOption 1Option 2DecisionRationale
    DeploymentStandaloneDistributedDistributedMultiple sites
    DatabaseSQLiteSQL ServerSQL ServerScale requirements
    RedundancyNoneHot-StandbyHot-StandbyCritical process
    ClientsRich onlyRich + WebRich + WebRemote access
    HistorianLocalEnterpriseEnterpriseCorporate 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

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

    UDT Design - UNS Data Template 

    Code Block
    languageyml
    titleUDT: 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

    Code Block
    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)

    Code Block
    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

    Code Block
    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

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

    Testing Strategy

    Test Levels

    LevelScopeResponsibilityTools
    Unit TestingIndividual componentsDeveloperDesigner test mode
    Integration TestingModule interactionsDeveloperRuntime test
    System TestingComplete solutionQA TeamTest scripts
    Acceptance TestingBusiness requirementsCustomerTest 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

    Code Block
    titleDeployment 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

    Code Block
    titleSystem 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

    DocumentPurposeResponsibility
    I/O ListVerify all pointsControls Engineer
    Loop SheetsTest each control loopTechnician
    Alarm ListVerify alarm functionsOperations
    Interlock MatrixTest safety interlocksSafety Engineer
    Performance LogRecord system metricsSystem Integrator

    Stage 5: Support (Maintenance)

    Support Structure

    Support Tiers

    Code Block
    titleSupport 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

    FrequencyTasksResponsibility
    DailyCheck system status, Review alarms, Monitor performanceOperations
    WeeklyBackup solution, Review logs, Check disk spaceMaintenance
    MonthlyArchive data, Update documentation, Performance analysisEngineering
    QuarterlySecurity review, Disaster recovery test, Training updateManagement
    AnnuallyLicense renewal, Major updates, System auditAll teams

    Continuous Improvement

    Performance Monitoring

    Code Block
    titleKPI 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

    ToolPurposeDescriptionTrack 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

    ToolPurposeCommentsJIRA//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

    Code Block
    titleGate 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

    RiskProbabilityImpactMitigation
    Scope CreepHighHighClear change control process
    Integration IssuesMediumHighEarly testing, vendor support
    Performance ProblemsMediumMediumLoad testing, optimization
    User ResistanceMediumMediumTraining, involvement, support
    Hardware DelaysLowHighEarly ordering, alternatives

    Workflow Optimization

    Automation Opportunities

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

    Collaboration Tips

    TeamBest Practices
    Cross-FunctionalRegular sync meetings, shared workspace
    Remote TeamsVideo calls, screen sharing, cloud tools
    Customer InteractionDemos, prototypes, feedback sessions
    Vendor CoordinationClear specifications, regular updates

    Key Concepts

    Planning and Design

    Before you start developing a project, take time to plan and design the system. This includes defining the scope of the project, creating a functional specification, and determining the requirements for the user interface, data collection, and alarm management.

    Modularization

    Modularization is an important best practice in FactoryStudio. It involves breaking down the project into smaller, more manageable modules that can be developed and tested independently. This approach makes it easier to debug and maintain the project, as well as reuse modules across different projects.

    Version Control

    Using version control software is essential when working on projects. This allows you to track changes, revert to previous versions, and collaborate with other team members more effectively. Git is a popular version control system that integrates well with FactoryStudio.

    Documentation

    Creating documentation for your projects is crucial for ensuring that other team members can understand and maintain the project over time. Make sure to document the project structure, module dependencies, data sources, and other important aspects of the project.

    Testing and Debugging

    Testing and debugging are essential steps in the development process. Make sure to thoroughly test each module and the system as a whole before deploying it. Debugging tools such as breakpoints, watches, and log files can help you identify and fix issues quickly.

    Security

    Security is a critical consideration when building automation and SCADA systems. Make sure to follow best practices for network security, password management, user access control, and data encryption. FactoryStudio includes built-in security features such as user authentication and role-based access control.

    Troubleshooting

    Ideally, you can troubleshoot problems even before they happen in the field. Always review the troubleshooting topics on each module to ensure your solution is not at risk of being affected by the issues described in that item.

    Performance Optimization

    Optimizing the performance of your projects can help ensure that they run smoothly and efficiently. Consider using techniques such as caching, indexing, and data compression to improve performance. Also, make sure to monitor system performance regularly to identify and address any issues.

    Next Steps

    After Understanding Workflow

    1. Download Templates
    2. Review Examples
    3. Get Training

    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

    Use Case

    Implementation

    KPI CalculationsScripts calculate OEE, efficiency, yield
    Batch RecordsDatabase stores recipe and production data
    IntegrationREST APIs connect to ERP/MES
    ReportsAutomated shift, daily, monthly reports

    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

    AI Assistant Data

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

    json

    {
      "page": "Solution Workflow",
      "type": "Process Guide",
      "purpose": "Define systematic approach to solution development",
      "stages": [
        {
          "name": "Initiate",
          "duration": "1-2 weeks",
          "deliverables": ["Requirements", "Scope", "Project Charter"]
        },
        {
          "name": "Design",
          "duration": "2-4 weeks",
          "deliverables": ["Architecture", "Standards", "Specifications"]
        },
        {
          "name": "Build",
          "duration": "4-12 weeks",
          "deliverables": ["Configuration", "Code", "Documentation"]
        },
        {
          "name": "Deploy",
          "duration": "1-2 weeks",
          "deliverables": ["Installation", "Training", "Go-Live"]
        },
        {
          "name": "Support",
          "duration": "Ongoing",
          "deliverables": ["Maintenance", "Updates", "Improvements"]
        }
      ],
      "keyActivities": [
        "Requirements gathering",
        "Architecture design",
        "Development sprints",
        "Testing phases",
        "Deployment planning",
        "Support structure"
      ],
      "tools": [
        "Project management",
        "Version control",
        "Testing frameworks",
        "Documentation systems"
      ]
    }

    </details>