Overview
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 Methodology
Foundation → Integration → Logic → Visualization
Each pillar represents a critical layer of your solution, implemented in sequence for optimal results:
results:
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? FRAMEWORKX SOLUTION ?
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? ?
? 1. UNIFIED NAMESPACE 2. PROCESS MODULES 3. APPLICATION MODULES ?
? (Foundation) (Connect & Collect) (Store & Process) ?
? ?
? ???????????? ???????????? ???????????? ?
? ? Tags ? ??????? ? Devices ? ??????? ? Scripts ? ?
? ? Assets ? ? Alarms ? ? Datasets ? ?
? ? UDTs ? ?Historian ? ? Reports ? ?
? ???????????? ???????????? ???????????? ?
? ? ? ? ?
? ??????????????????????????????????????????????????? ?
? ? ?
? 4. USER INTERFACE ?
? (Analyze & Visualize) ?
? ???????????????? ?
? ? Displays ? ?
? ? Dashboards ? ?
? ? Mobile ? ?
? ???????????????? ?
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FrameworX Solution
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? ?
? 1. UNIFIED NAMESPACE 2. PROCESS MODULES 3. APPLICATION MODULES ?
? (Foundation) (Industrial Integration) (Business Logic) ?
? ?
? ???????????? ???????????? ???????????? ?
? ? Tags ? ??????? ? Devices ? ??????? ? Scripts ? ?
? ? Assets ? ? Alarms ? ? Datasets ? ?
? ? UDTs ? ?Historian ? ? Reports ? ?
? ???????????? ???????????? ???????????? ?
? ? ? ? ?
? ??????????????????????????????????????????????????? ?
? ? ?
? 4. USER INTERFACE ?
? (Analyze & Visualize) ?
? ???????????????? ?
? ? Displays ? ?
? ? Dashboards ? ?
? ? Mobile ? ?
? ???????????????? ?
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Why Follow This Methodology?
Benefits of the Four-Pillar Approach
Benefit | Description | Impact |
---|---|---|
Structured Development | Clear sequence of implementation | Reduced errors and rework |
Scalability | Foundation supports growth | Easy expansion without redesign |
Maintainability | Organized architecture | Simplified troubleshooting |
Reusability | Template-based approach | Faster development |
Best Practices | Industry-proven patterns | Reliable solutions |
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
- Tag Structure
- Define naming conventions
- Create tag hierarchy
- Set data types and ranges
- Configure engineering units
- Asset Tree
- Mirror physical/logical structure
- Organize by area/process/equipment
- Create navigable hierarchy
- 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
Pillar 2: Process Modules (Industrial Integration)
Purpose
Process modules connect your solution to the physical world, connecting & collecting data from field devices and managing industrial operations.
What to Build
- Device Communications
- Configure channels and protocols
- Setup nodes and devices,
- Map points to tags, or use direct binding
- Alarm Management
- Define alarm areas and groups
- Configure conditions and limits
- Setup notifications
- 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
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
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
- Database Integration
- Connect to SQL databases
- Create queries and views
- Setup synchronization
- Business Logic
- Write calculation scripts
- Implement control logic
- Create data validation
- 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 Calculations | Scripts calculate OEE, efficiency, yield |
Batch Records | Database stores recipe and production data |
Integration | REST APIs connect to ERP/MES |
Reports | Automated shift, daily, monthly reports |
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
- Operational Displays
- Process graphics
- Control panels
- Navigation structure
- Dashboards
- KPI visualization
- Analytics
- Mobile views
- Client Deployment
- Rich clients
- Web access
- Mobile apps
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
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
Solution Building Workflow
Complete Development Process
PLAN BUILD DEPLOY
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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
Connection Architecture
Field Level Communication UNS & Modules
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? PLCs ? ? Drivers ? ? Tags ?
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? RTUs ? ??????? ?Protocols? ??????? ? Alarms ?
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? Sensors ? ?Providers? ?Historian?
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Best Practices
The Four-Pillar Methodology
Building a FrameworX solution follows a logical progression through four integrated pillars. Each pillar builds upon the previous, creating a complete industrial application.
Foundation → Integration → Logic → Visualization
Start with data modeling, connect to field devices, add business logic, then create user interfaces.
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.
Key Components
Component | Description | Common Uses |
---|---|---|
Tags | Real-time data variables | Process values, setpoints, calculations |
Asset Tree | Hierarchical data organization | Plant structure, equipment groups |
User Data Types | Reusable data templates | Motor, valve, PID loop templates |
TagProviders | External data connections | OPC servers, databases, cloud services |
Best Practices
- Design your tag structure before connecting devices
- Use consistent naming conventions
- Create UDTs for repeated equipment types
- Organize assets to match your process
Pillar 2: Process Modules (Connect & Collect)
Purpose
Process modules connect your solution to the physical world, collecting data from field devices and managing industrial operations.
Core Modules
Module | Function | Typical Configuration |
---|---|---|
Devices | Field communication | Channels → Nodes → Points mapping |
Alarms | Event management | Areas → Groups → Items → Notifications |
Historian | Time-series storage | Storage locations → Tables → Tag mapping |
Integration Flow
- Configure communication channels
- Define device nodes
- Map points to UNS tags
- Set up alarm conditions
- Configure historian collection
Pillar 3: Application Modules (Store & Process)
Purpose
Application modules add business logic, data processing, and integration capabilities to transform raw data into actionable information.
Module Capabilities
Module | Primary Use | Key Features |
---|---|---|
Scripts | Custom logic and automation | Tasks, classes, expressions, multi-language |
Datasets | Database integration | SQL queries, stored procedures, real-time sync |
Reports | Data exchange and documentation | PDF generation, Excel export, scheduled delivery |
Common Implementations
- Production calculations and KPIs
- Database logging and retrieval
- Shift reports and batch records
- Integration with ERP/MES systems
Pillar 4: User Interface (Analyze & Visualize)
Purpose
The UI layer presents information to operators, managers, and other stakeholders through interactive displays and dashboards.
Visualization Options
Type | Target Users | Deployment |
---|---|---|
Displays | Operators, Engineers | Control rooms, plant floor |
Dashboards | Managers, Analysts | Offices, meeting rooms |
Mobile Apps | Field technicians, Supervisors | Tablets, smartphones |
Client Technologies
- Rich Clients - Full-featured .NET applications
- Web Clients - HTML5 browser-based access
- Mobile Clients - iOS and Android apps
Module Dependencies and Interactions
Understanding module relationships helps build robust solutions:
- Tags are used by all other modules
- Devices populate tag values
- Alarms monitor tag conditions
- Historians record tag changes
- Scripts manipulate tag values
- Displays visualize tag data
Solution Building Checklist
Foundation Phase
% Define tag naming standards
% Create Asset Tree structure
% Build User Data Types
% Configure TagProviders
Integration Phase
% Set up device communications
% Map device points to tags
% Configure alarm areas and groups
% Set up historian storage
Logic Phase
% Create calculation scripts
% Configure database connections
% Build report templates
% Test data flows
Visualization Phase
% Design operator displays
% Create management dashboards
% Configure navigation
% Deploy clients
Quick Start Templates
Template | Includes | Best For |
---|---|---|
Basic HMI | Tags, Displays, Navigation | Simple machine control |
SCADA System | Devices, Alarms, Historian, Displays | Process monitoring |
MES Integration | Datasets, Scripts, Reports, Dashboards | Production tracking |
IIoT Gateway | MQTT, TagProviders, Cloud connectivity | Edge computing |
Next Steps
- Unified Namespace - Start with data modeling
- Process Modules - Connect to field devices
- Application Modules - Add business logic
- User Interface - Create visualizations