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Getting Started with Your DeltaV™ Software

 © 1996 - 2020, Emerson. All rights reserved. The Emerson logo is a trademark and service mark of Emerson Electric Co. The DeltaV
logo is a mark of one of the Emerson family of companies. All other marks are the property of their respective owners. The
contents of this publication are presented for informational purposes only, and while diligent efforts were made to ensure their
accuracy, they are not to be construed as warranties or guarantees, express or implied, regarding the products or services
described herein or their use or applicability. All sales are governed by our terms and conditions, which are available on request.
We reserve the right to modify or improve the designs or specifications of our products at any time without notice.

Emerson Automation Solutions

1100 W. Louis Henna Blvd.
Round Rock, TX 78681

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Contents
About this book.............................................................................................................ix
Chapter 1 DeltaV system overview...............................................................................................11
1.1 Important information................................................................................................................... 11
1.2 What you need to get started......................................................................................................... 11
1.3 DeltaV system hardware.................................................................................................................12
1.4 DeltaV system concepts................................................................................................................. 14
1.5 DeltaV system terminology............................................................................................................ 14
1.6 Opening DeltaV software applications............................................................................................16
1.7 DeltaV software applications.......................................................................................................... 18
1.8 DeltaV help.....................................................................................................................................32

Chapter 2 The tutorials.................................................................................................................33

2.1 Overview of the tutorials................................................................................................................ 33
2.2 Control modules used in the tutorials............................................................................................. 33
2.3 Example tank process used in the tutorials..................................................................................... 34
2.4 Sequential function chart used in the tutorials................................................................................34
2.5 Operator pictures used in the tutorials........................................................................................... 35

Chapter 3 Learning about DeltaV Explorer....................................................................................37

3.1 DeltaV Explorer overview................................................................................................................37
3.2 Open DeltaV Explorer..................................................................................................................... 37
3.3 Documentation conventions for navigating in DeltaV Explorer.......................................................39
3.4 Navigate in DeltaV Explorer............................................................................................................ 39
3.4.1 Exploring function block templates in the DeltaV library..............................................................40
3.4.2 Exploring module templates in the DeltaV library........................................................................ 41
3.5 DeltaV system time........................................................................................................................ 42
3.5.1 Define the Master Time Server node............................................................................................43

Chapter 4 Creating and downloading the control strategy........................................................... 45

4.1 Creating the control strategy - overview......................................................................................... 45
4.1.1 The Control Studio interface........................................................................................................45
4.2 Plant areas overview....................................................................................................................... 47
4.2.1 Add a plant area.......................................................................................................................... 48
4.3 Copying module templates from the library................................................................................... 49
4.3.1 Copy and rename a module.........................................................................................................50
4.4 Create a control module from a library template............................................................................ 50
4.4.1 Modify the control module template........................................................................................... 52
4.5 Finishing steps for creating control modules...................................................................................55
4.5.1 Identify the primary control picture associated with the control module..................................... 56
4.5.2 Assign the module to a controller node....................................................................................... 57

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4.5.3 Save the module..........................................................................................................................58

4.5.4 Verify the module configuration..................................................................................................59
4.6 Creating a new module from scratch - overview............................................................................. 60
4.6.1 Create a new module from scratch.............................................................................................. 61
4.6.2 Add and modify an analog input function block...........................................................................61
4.6.3 Add a module-level parameter for the process output value........................................................64
4.6.4 Add history collection to the PV parameter................................................................................. 64
4.6.5 Connect the OUT parameter to the PV parameter....................................................................... 65
4.6.6 Assign and save the control module............................................................................................ 66
4.7 Creating a PID control loop - overview............................................................................................ 66
4.7.1 Create a control module and assign it to a controller................................................................... 67
4.7.2 Modify the control module.......................................................................................................... 67
4.7.3 Open and edit the module in Control Studio................................................................................68
4.8 Alarms overview............................................................................................................................. 68
4.8.1 Modify an alarm...........................................................................................................................69
4.9 Finish the FIC-101 module.............................................................................................................. 69
4.10 Modifying the motor module - overview.......................................................................................70
4.10.1 Open the TANK-101 module..................................................................................................... 70
4.10.2 Remove excess blocks from a module template........................................................................ 72
4.10.3 Specifying conditions with the Expression Assistant.................................................................. 73
4.10.4 Finish configuring the MTR-101 module.................................................................................... 77
4.11 Creating a Sequential Function Chart............................................................................................78
4.11.1 The sequence for the tank process............................................................................................ 78
4.11.2 Create a named set....................................................................................................................78
4.11.3 Creating the SFC module........................................................................................................... 81
4.11.4 Finish configuring the SFC module.............................................................................................88
4.12 Downloading modules-overview.................................................................................................. 88
4.12.1 Download the modules............................................................................................................. 88

Chapter 5 Learning about DeltaV Live...........................................................................................91

5.1 DeltaV Live applications..................................................................................................................91
5.1.1 DeltaV Live Administration overview........................................................................................... 91
5.1.2 Graphics Studio overview............................................................................................................ 92
5.1.3 DeltaV Live overview................................................................................................................... 92
5.2 DeltaV Live terminology................................................................................................................. 92
5.3 Managing DeltaV Live workstations................................................................................................96
5.3.1 Creating a dedicated-purpose operator station........................................................................... 98
5.4 Working in Graphics Studio............................................................................................................. 98
5.4.1 The Graphics Studio user interface.............................................................................................. 98
5.4.2 Adjusting the Graphics Studio view........................................................................................... 106
5.4.3 Using the Graphics Configuration pane..................................................................................... 107
5.5 DeltaV Live tutorials..................................................................................................................... 114

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5.5.1 Create and configure a layout....................................................................................................114

5.5.2 Build an operator display: The basics, Part 1...............................................................................117
5.5.3 Publish (deploy to the running system)......................................................................................121
5.5.4 Build an operator display: The basics, Part 2...............................................................................122
5.5.5 Confirm that graphics configuration is ready to be published.................................................... 125
5.5.6 Re-publish your display..............................................................................................................127

Chapter 6 Creating operator pictures in DeltaV Operate............................................................. 129

6.1 Creating operator pictures in DeltaV Operate - overview.............................................................. 129
6.2 Developing a picture hierarchy..................................................................................................... 131
6.3 Navigating through the picture hierarchy..................................................................................... 132
6.4 Switch between configure and run modes....................................................................................133
6.5 Restrict operator access in run mode............................................................................................133
6.6 Open DeltaV Operate in configure mode......................................................................................134
6.6.1 Open the main picture template............................................................................................... 135
6.7 Toolbars and the Toolbox - overview............................................................................................ 136
6.7.1 Practice using the Toolbars dialog............................................................................................. 136
6.7.2 Move and resize the toolbox......................................................................................................138
6.7.3 Practice docking the toolbox..................................................................................................... 138
6.8 Using color................................................................................................................................... 138
6.9 Changing line and fill styles...........................................................................................................139
6.9.1 Draw and color a rectangle with a crosshatch appearance......................................................... 139
6.10 Links, dynamic properties, and parameter references.................................................................140
6.11 Creating datalinks...................................................................................................................... 141
6.11.1 Create a datalink for the tank level...........................................................................................142
6.11.2 Create a datalink for the loop setpoint.....................................................................................146
6.11.3 Create a datalink for the loop process value.............................................................................147
6.11.4 Create a datalink for the loop output....................................................................................... 147
6.11.5 Create a datalink for the block valve........................................................................................ 147
6.11.6 Create a datalink for the motor setpoint..................................................................................148
6.12 View the picture in run mode......................................................................................................150
6.13 Dynamos overview..................................................................................................................... 150
6.13.1 Create a pump using a dynamo............................................................................................... 151
6.13.2 Create a tank using a dynamo..................................................................................................153
6.14 Finishing the process picture...................................................................................................... 154
6.14.1 Add the remaining dynamos to the process picture.................................................................155
6.15 Trend links and trend charts....................................................................................................... 155
6.15.1 Add a 3-pen chart.................................................................................................................... 155
6.16 Setting previous and next pictures..............................................................................................158
6.16.1 Set TANK101 as the next picture for the Overview picture....................................................... 159
6.16.2 Link the TANK101 picture with the Overview...........................................................................159
6.17 Starting the SFC..........................................................................................................................159

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6.17.1 Create a push button to start the SFC...................................................................................... 161

Chapter 7 Using DeltaV Operate in run mode............................................................................. 163

7.1 DeltaV Operate in run mode - overview........................................................................................ 163
7.2 Open DeltaV Operate in run mode............................................................................................... 163
7.3 Learn about the picture layout......................................................................................................164
7.3.1 Open the main history list..........................................................................................................165
7.4 The standard buttons in the main window....................................................................................165
7.5 Faceplates and detail displays.......................................................................................................166
7.5.1 Open a faceplate and a detail display......................................................................................... 166
7.6 Enter data in user-changeable fields............................................................................................. 168
7.7 Acknowledging alarms................................................................................................................. 169
7.8 Practice using DeltaV Operate in run mode.................................................................................. 170

Chapter 8 Collecting and displaying data....................................................................................171

8.1 Data collection and display - overview.......................................................................................... 171
8.2 Collecting history data..................................................................................................................171
8.3 Continuous Historian and Alarms and Events subsystems overview..............................................171
8.4 Assign TANK-101 to the Continuous Historian subsystem............................................................ 172
8.5 Enable history collection in the workstation..................................................................................173
8.5.1 Enable history collection from the Alarms and Events subsystem.............................................. 175
8.6 Download the workstation........................................................................................................... 177
8.7 Viewing history data.....................................................................................................................178
8.7.1 Open the Process History View application................................................................................178

Chapter 9 Configuring the hardware, loading and assigning licenses, and setting up user
accounts................................................................................................................183
9.1 Configuring the hardware.............................................................................................................183
9.2 Configuring DeltaV workstations..................................................................................................184
9.2.1 Open the DeltaV Workstation Configuration application...........................................................185
9.3 DeltaV software license types....................................................................................................... 186
9.4 Loading and assigning licenses..................................................................................................... 188
9.4.1 Load licenses............................................................................................................................. 188
9.4.2 Assign licenses to nodes............................................................................................................ 190
9.4.3 View license details................................................................................................................... 192
9.4.4 Download the ProfessionalPLUS workstation.............................................................................193
9.5 Configuring other workstations....................................................................................................194
9.5.1 Add other workstations to the system in DeltaV Explorer.......................................................... 195
9.5.2 Create a workstation configuration file......................................................................................197
9.5.3 Configure other workstations.................................................................................................... 198
9.6 Configuring the controller node................................................................................................... 199
9.6.1 Create a controller placeholder................................................................................................. 199
9.6.2 View controller properties......................................................................................................... 200

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9.6.3 Locate and configure a connected controller.............................................................................202

9.7 Configuring I/O channels.............................................................................................................. 203
9.7.1 Add an I/O card or placeholder.................................................................................................. 204
9.7.2 Configure the first channel on the first I/O card......................................................................... 205
9.7.3 Configure the remaining cards and channels............................................................................. 208
9.8 Downloading the controller configuration....................................................................................208
9.8.1 Download the controller configuration......................................................................................209
9.9 Setting up the first user account................................................................................................... 209
9.9.1 Open the DeltaV User Manager................................................................................................. 210
9.9.2 Add a new user.......................................................................................................................... 211
9.9.3 The Groups and Keys tabs..........................................................................................................213

Chapter 10 Download the workstation setup data....................................................................... 215

Index .................................................................................................................................. 217

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About this book

Welcome to the Emerson Process Management DeltaV™ distributed control system. The
DeltaV system offers powerful, easy-to-use software for designing and operating a process
control application. The system uses many standard Windows features to provide a
familiar user interface.
This book is intended for users of a new system, not one that is already controlling a
process. We recommend that you do not perform any tutorial procedures that involve
installation of configuration information into an operational system without fully
considering the impact of these changes.

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1 DeltaV system overview

1.1 Important information
The first user must log into Windows using an administrator account. The computer
comes with either Administrator (on server class computers) or Emerson (on workstation
class computers) as the default administrator account. The procedure for the first user’s
logon differs between workgroups and domains. Refer to the topic on setting up the first
user account for information.
It is assumed that the Windows operating system and the DeltaV software are installed on
your computer and that you are using a new DeltaV system. The Emerson-recommended
Windows installation and the DeltaV installation procedure set up your computer to
operate properly with DeltaV software. Do not make any registry changes to your
operating system, as these may result in unpredictable behavior. It is also assumed that
you are a control engineer getting ready to configure a DeltaV application. You are familiar
with control theory and are somewhat familiar with the implementation of control
systems.

Related information
Setting up the first user account

1.2 What you need to get started

If you are the first user of a new DeltaV system, the minimum you need to get started
using the DeltaV system is a ProfessionalPLUS workstation with preinstalled DeltaV
software.
When you turn on your workstation for the first time, you will see a screen telling you that
you need to configure your workstation.

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Before using the DeltaV system, you must perform the following startup steps:
1. Configure the workstation.

2. Load and assign licenses.

3. Download the workstation setup data.

Refer to the related information for more information about the steps listed above. After
completing the startup steps, you can go through the other tutorials in this book to get
acquainted with the system.

Related information
Configuring the hardware

1.3 DeltaV system hardware

The DeltaV hardware installation and reference manuals, available in DeltaV™ Books Online,
describe the DeltaV system hardware and provide instructions for installing and powering
up the system.

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The system hardware consists of the following:

• One or more DeltaV workstations
• A control network (optionally redundant) for communication between system nodes
• Power supplies
• One or more DeltaV controllers (optionally redundant) that perform local control and
manage data and communications between the I/O subsystem and the control
network
• At least one I/O subsystem per controller that processes information from field devices
• System Identifier
The System Identifier, shipped in the License Pack, is a connector that plugs into a
Universal Serial Bus (USB) port of the ProfessionalPLUS workstation. It gives each DeltaV
system a unique identification that allows you to download changes to the system. Install
the System Identifier on the ProfessionalPLUS workstation before you power up your
system. Online, running DeltaV systems require a User System Identifier. Development
System Identifiers are used to engineer and configure DeltaV systems before the systems
go online. Multi-Node Simulate System Identifiers are used for training and simulation
with DeltaV systems. Development System Identifiers and Multi-Node Simulate System
Identifiers cannot be used with online, running systems. For information about converting
a system based on a Development or Multi-Node System Identifier to one based on a User

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System Identifier, contact the Global Support Center or your local sales representative or
sales office.

1.4 DeltaV system concepts

The DeltaV system helps users create process control systems that are easy to set up, easy
to operate, consistent, and secure. To accomplish these goals, the DeltaV system uses the
following:
• Plug-and-play technology for hardware configuration
• A library of reusable control modules to simplify the initial configuration effort
• Integrated, context-sensitive help and online documentation
• Hardware and software approaches to ensure system security and integrity

1.5 DeltaV system terminology

Control strategies in the DeltaV system are configured in modules. A module, which is the
smallest logical control entity in the system, contains algorithms, conditions, alarms,
displays, historical information, and other characteristics that define the process
equipment. Algorithms are the logical steps that define how a module behaves. The
DeltaV system provides control, equipment, and unit modules.
Generally, a control module contains one uniquely tagged control entity, such as a
control loop or motor, with its associated logic. Defining a module around a single field
device and its related control logic makes it easy to create, download, operate, debug, and
take a single module out of service without affecting other modules.
Equipment modules coordinate the operation of control modules and other equipment
modules that work together to control related equipment. The algorithm for the
containing equipment module manages the operation of the contained modules.
Unit modules can be used in non-batch applications to group control modules and
equipment modules for alarm management purposes. For example, alarms for a specific
unit, such as a boiler, can be combined. All control and equipment modules associated
with the unit will be contained within the unit module.
Function blocks are building blocks for creating the continuous and discrete algorithms
that perform the control or monitoring for the process. The DeltaV Library contains
function block templates for analog control (bias/gain, lead/lag, PID, etc.), Logical, I/O
(analog and discrete input/output), and other basic functions. Each function block
contains parameters that can be modified to customize the algorithm. Algorithms range
from simple input conversions to complex control strategies. Function blocks can be
combined into composite function blocks to build complex algorithms.
In addition to Function Block algorithms, the DeltaV system supports Sequential Function
Charts (SFCs) as well as Command-driven and State-driven algorithms for control tasks
requiring sequencing strategies.
Parameters are the user-defined data used within a module's algorithm to perform its
calculations and logic. Parameters can be described by the type of information they
provide, such as input or output. Tables listing the parameters and their properties are
included in Books Online.

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The DeltaV system includes a library of pre-engineered module templates with basic
characteristics. You can customize these library modules or create your own modules from
scratch. You can then add your customized modules to the library, making them available
for reuse in the development of your control strategy.
Modules that work closely together to perform a specific process control function are
typically grouped in an area. An area is a logical division of a plant. Areas typically
represent plant locations or main processing functions. The configuration engineer
determines how to logically divide the plant into areas.
Nodes are physical pieces of equipment on the control network, such as a controller or a
workstation. You control your process by downloading modules to the controller nodes.
The configuration tells the node how to act and what information to receive or save from
the process.
Device Tags represent the instruments, valves, and other field devices. A Device Signal
Tag consists of a specific signal from a device.
Alarms alert the operator that an event has occurred. (Alarms are assigned to modules.)
Typically, you want the operator to perform some action and respond to the alarm. Alarms
can be both visible and audible.
The database contains configuration information and lets you make off-line changes
without affecting the process. Online control algorithm monitoring and modification are
also available.
The following diagram shows an example of a DeltaV system hierarchical structure.

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1.6 Opening DeltaV software applications

DeltaV system software includes a variety of applications to help you configure, operate,
document, and optimize your process. The primary applications are categorized as
Engineering Tools and Operator Tools. Additional tools are available for Advanced Control,
Installation, and Online Help.
There are several ways to start an application. One is to click Start (in the lower left corner
of your screen), point to DeltaV, point to the category, and click the name of the
application. For instance, to start DeltaV Explorer, the Start menu selection would look like
the following:

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In this book, the instruction for starting DeltaV Explorer is expressed as "Click Start →
DeltaV Engineering → DeltaV Explorer."
Many applications allow quick access to other DeltaV applications through buttons on
their toolbars and through an Applications menu. The following example shows the
Applications menu and some of the toolbar buttons in DeltaV Explorer.

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Related information
Configuring the hardware
Configuring DeltaV workstations

1.7 DeltaV software applications

The main engineering tools are Configuration Assistant, DeltaV Explorer, and Control
Studio. The operator tools are used for the day-to-day operation of the process control
system. The primary operator tools are DeltaV Operate Run, Process History View,
Diagnostics, and Batch Operator Interface. The DeltaV Login application is used to log in
and out of the DeltaV system and to change the DeltaV system password.
Table 1-1: Engineering Tools
Application Description
Auto-Update Service Use Auto-Update Service to set
which files are automatically
transferred from the
ProfessionalPLUS workstation
to all other workstations after
any node is downloaded.

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Table 1-1: Engineering Tools (continued)

Application Description
Batch OI Configuration The Batch OI Configuration tool
sets which commands are
enabled on this workstation
when a client (such as the
DeltaV Operate's
Unacknowledged Prompts
control, or a DeltaV Live Batch
display) runs. The settings
configured here are set for this
workstation.
Charms Simulate Use the Charms Simulate
application to simulate CHARM
I/O for I/O and logic checkout
as part of Factory Acceptance
Testing.
Configuration Assistant If you are a first-time user,
Configuration Assistant is a
great tool to learn the basics of
the DeltaV system. Once you
become familiar with the
configuration methodology,
you will most likely use the
DeltaV Explorer.
Continuous Historian Continuous Historian
Administration Administration provides tools
to manage DeltaV Continuous
Historian historical data. This
application must be run on the
same workstation as the DeltaV
Continuous Historian.
Control Studio Use Control Studio to design
and modify the individual
modules and templates that
make up your control strategy.
With this application you can
graphically build a control
module by dragging items from
a palette to the module
diagram. You then "wire the
items together" to create an
algorithm for the module.
Database Administrator The Database Administrator
tools let users with the
necessary administrator
privileges perform database
maintenance tasks such as
creating, deleting, copying,
and backing up databases.

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Table 1-1: Engineering Tools (continued)

Application Description
DeltaV Device Commissioner The DeltaV Device
Commissioner senses, binds,
configures, and tests devices
connected to CHARMs in the
DeltaV system.
DeltaV Explorer DeltaV Explorer, similar in
appearance to Windows
Explorer, enables you to define
system components (such as
areas, nodes, modules, and
alarms) and view the overall
structure and layout of your
system.
DeltaV Live Administration DeltaV Live Administration
provides the administrative and
health maintenance tools for
DeltaV Live workstations and
the DeltaV Live Configuration
Server.
DeltaV Operate Configure DeltaV Operate functions in
two modes. In configure mode,
you use it to build real-time
process graphics. In run mode,
control system operators use
these graphics in the daily
monitoring and maintenance
of the process.
In configure mode, you can
incorporate scanned plant
images, text, graphics,
animation, and sound into the
process graphics. A predefined
desktop template simplifies the
typical effort of designing
operator displays. This
application uses pull-down
menus, toolbox buttons, drag-
and-drop features, and easy-to-
use drawing tools. It also
provides sets of dynamos
(reusable graphics, many of
which have animation
capabilities) for use in
designing operator graphics.
DeltaV PK Merge Utility The DeltaV PK Merge utility
guides you through merging a
standalone, commissioned
DeltaV PK controller and
associated nodes into your
DeltaV balance-of-plant
system.

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Table 1-1: Engineering Tools (continued)

Application Description
DeltaV Signal Simulator The Device Signal Simulator
enables you to simulate I/O
signal values so that you can
test your control system and
safety logic without physical
devices, controllers or I/O
nodes.
Event Chronicle Administration The Event Chronicle
Administration utility is a
Windows-based tool for
performing database
management activities (such as
back up the database) on the
Event Chronicle database.
FlexLock FlexLock provides dual
desktops (the Windows
desktop and the DeltaV
desktop) on a single
workstation so that you can
select a secure operating
environment or a wide-open
engineering environment.
Access to a desktop is
determined by the current
user's privileges.
Floating License Manager The Floating License manager
displays the floating licenses
that are either in use or
available for use. The Floating
License manager also displays
the number of valid temporary
licenses and permanent
licenses. Floating licenses and
temporary licenses are types of
seat licenses.
Graphics Studio Use Graphics Studio to build,
preview, and test graphics
configuration, such as layouts,
displays, and display sets. You
can then use these graphics
configuration to customize an
operator's user interface.

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Table 1-1: Engineering Tools (continued)

Application Description
IO Configuration The I/O Configuration
application gives you the ability
to view your I/O channels,
device tags, and the module
parameters that reference
them. The I/O configuration
application also allows you to
enable and disable multiple
channels and edit the
properties of I/O reference
parameters and channels.
IO Studio I/O Studio enables you to
configure I/O for a DeltaV
system according to the
properties of the I/O signals
and devices.
Recipe Studio Use Recipe Studio to create and
modify recipes. A recipe is a set
of information that uniquely
identifies the ingredients, the
quantities of ingredients, and
the production equipment
required to manufacture a
product. A recipe can be as
simple or as complex as you
make it. DeltaV Recipe Studio is
modeled after Control Studio.
Remote Clients DeltaV Remote Clients
application displays the current
Remote Desktop session clients
for this system.
System Alarm Management System Alarm Management
enables you to view and work
with alarms within selected
areas, units, modules, and
Logic Solvers. It provides a way
to efficiently view multiple
alarms, enable and disable
multiple alarms, and set limits
and priorities on multiple
alarms.

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Table 1-1: Engineering Tools (continued)

Application Description
System Preferences System Preferences enables
you to tailor the DeltaV
engineering tools to hide any
functions that you do not
require. Enabling or disabling a
function causes the DeltaV
applications to reveal or
conceal the applicable menus
and choices without adding or
removing any application
software.
User Manager User Manager enables you to
specify access levels for groups
and individuals. You define the
roles users can have
(administrator, operator,
engineer, and so on) and the
typical privileges and span of
control required for each role.
Then, when you create
individual user accounts, you
specify the role or roles a user
will have.

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Table 1-2: Advanced Control Applications

Application Description
DeltaV Neural DeltaV Neural is a collection of
tools you can use to implement
neural networks in DeltaV
environments. With DeltaV
Neural you can create virtual
sensors to monitor and predict
process parameters that are
otherwise expensive, difficult,
or impossible to measure
directly. Neural networks are
sometimes referred to as
intelligent or software sensors.
DeltaV Neural consists of:
• Neural Network (NN)
function block
• Lab Entry (LE) function
block
• Neural application
• NN and Lab Entry dynamos
• NN and Lab Entry faceplates
• NN and Lab Entry detail
displays

DeltaV Predict DeltaV Predict implements

model predictive control for
small and medium-sized
multivariable processes in
DeltaV environments. DeltaV
Predict enables you to control
interactive processes within
measurable operating
constraints while automatically
accounting for process
interaction and measurable
disturbances. DeltaV Predict
consists of:
• Model Predictive Control
(MPC) function block
• MPC Simulation function
block
• Dynamos
• MPC Operate application

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Table 1-2: Advanced Control Applications (continued)

Application Description
DeltaV PredictPro DeltaV PredictPro implements
model predictive control of
large multivariable processes in
DeltaV environments. It
enables you to define as many
as five control objectives for
interactive processes within
measurable operating
constraints while automatically
accounting for process
interaction and measurable
disturbances. With PredictPro
you can easily address a wide
variety of multivariable
processes as large as 40x80
that can benefit from Model
Predictive Control (MPC)
technology. DeltaV PredictPro
consists of:
• Model Predictive Control
Professional (MPCPro)
function block
• MPC SimulatePro
application
• Dynamos
• MPC Operate Pro
application

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Table 1-2: Advanced Control Applications (continued)

Application Description
DeltaV Simulate Suite The DeltaV Simulate Suite
consists of the following
products:
• DeltaV Simulate Standalone
• DeltaV Simulate Multi-Node
• DeltaV SimulatePro
DeltaV Simulate Standalone
and Multi-Node enable you to
install all DeltaV software on
standalone or networked PCs
for off-line development and
operator training. Using DeltaV
Simulate, you can configure all
of the features that the DeltaV
system supports (for example,
continuous control, batch
control, advanced control and
its associated workstation
displays, alarms, and historical
data collection) without DeltaV
hardware. DeltaV SimulatePro
enables more memory and a
user interface for coordinating
module execution, permitting
interaction with any process
simulation package that uses
an OPC interface running on
the PC.
Inspect with InSight Inspect with InSight provides
advanced process monitoring
that enables you to quickly
identify underperforming loops
and malfunctioning field
devices. InSight performance
monitoring takes full
advantage of the fieldbus block
architecture supported in the
DeltaV system. The InSight user
interface provides indices that
quantify loop utilization;
measurements with a Bad,
Uncertain or Limited status;
limitations in control action;
process variability; and
availability of recommended
tuning.

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Table 1-2: Advanced Control Applications (continued)

Application Description
Tune with InSight Tune with InSight provides two
basic approaches to loop
tuning.
On-demand Tuning-Uses an
on-demand test of the process
to automatically provide tuning
recommendations for PID and
Fuzzy Logic Control blocks.
InSight tuning identifies
process dynamics and applies
tuning rules to calculate the
PID tuning (gain, reset, and
rate) or FLC scaling factors.
Users can accept the new
values, calculate different
tuning values, or continue
operating with the present
tuning values.
Adaptive Tuning-Uses normal
operator changes in setpoint or
output to identify the process
and provide tuning
recommendations. Adaptive
tuning is based on
automatically learning the
process by continuously
evaluating your plant
performance, evaluating
controller tuning, and
calculating process models
based on normal day-to-day
operations. A high-quality
model and the expected
operation with the
recommended tuning are used
as criteria for setting adaptive
control.

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Table 1-3: Operator Tools

Application Description
Alarm Help DeltaV Alarm Help allows you
to provide operators, at run
time, help specific to alarms,
including probable causes and
recommended actions. The
operator can see this help from
any alarm summary object,
including the alarm summary
display. Users with sufficient
privileges can modify the help
from the view and edit
application.
Alarm Mosaic Alarm Mosaic is a timeline
based display that provides
operators with a different way
to monitor alarms so as to
more easily identify problems
in the running process control
system and take corrective
actions. Alarms are depicted as
icons and presented both
graphically and in list form.
They can be viewed in their
current state (updating view) or
by their activation history
(Activation History view). The
alarm actions supported in
both views are similar to those
supported in the classic DeltaV
Operate Alarm List.
Batch History View Batch History View retrieves
batch-specific data from the
Batch Historian database and
enables you to view the data in
several different formats. It is
also possible to add comments
and have them saved as part of
the batch history in the Batch
Historian database.
Batch Operator Interface The Batch Operator Interface is
the graphical interface that
operators use to monitor and
control all automated batch
operations. The Batch Operator
Interface provides the operator
many different views into the
batch production process.
Operators can easily switch
between views by clicking
toolbar buttons.

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Table 1-3: Operator Tools (continued)

Application Description
DeltaV Live DeltaV Live offers applications
for graphics configuration,
online operations, and
maintenance that provides
functional parity with DeltaV
Operate as well as offers new
features and added value.
DeltaV Live can be used on its
own as the graphics
configuration and online
applications or in conjunction
with DeltaV Operate.
DeltaV Login DeltaV Login shows the current
user and lets operators log on
and off the DeltaV system and
change their DeltaV system
password.
DeltaV Operate Run DeltaV Operate functions in
two modes. In configure mode,
you use it to build high-
resolution, real-time process
graphics. In run mode, control
system operators use these
graphics in the daily monitoring
and maintenance of the
process.
In run mode, operators interact
with the process control
system through the DeltaV
Operate application. High-
resolution graphics allow
extensive detail and flexibility in
the way information is
displayed. A standard
operating desktop designed
specifically for DeltaV process
control systems provides an
easy-to-use, highly reliable
operator environment.
Alarm presentation and
management focus the
operator's attention on the
most important alarms.
Toolbar buttons enable single-
click access to common
operator functions.

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Table 1-3: Operator Tools (continued)

Application Description
Diagnostics The Diagnostics application
provides information on the
status and integrity of system
devices. You can view the
diagnostics information any
time after you have placed the
system devices on the control
network and downloaded your
workstations.
MPC Operate MPC Operate provides an
overview of the MPC (Model
Predictive Control) block
operation. It contains
faceplates to view and
manipulate parameter values
associated with the block's
inputs and outputs and a trend
chart to view historical, current,
and predicted values for
Controlled and Constrained
inputs.
MPC Operate Pro MPC Operate Pro is the
operator's view of MPCPro
control. Through MPC Operate
Pro, you can make setpoint and
mode changes associated with
the MPCPro and MPCPlus
function blocks.
Process History View DeltaV Process History View
displays real-time and historical
data from an historical data
server as well as from the Event
Chronicle. Module and node
parameters are plotted on a
graph and events are displayed
in a tabular (grid) format.
You use the application to
examine how your process
functioned at any point in time.
You must download the setup
data for the workstation that
has an enabled Event Chronicle
and historian in order for the
Process History View to view
the historical data server and
Event Chronicle data.

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Table 1-4: Installation Tools

Application Description
DeltaV Controller and DeltaV Controller and I/O Upgrade Utility is used
I/O Upgrade Utility to update the firmware in the controller when
new software is released by Emerson. It is also
used to upgrade I/O modules, remote I/O
nodes, DeltaV SIS components, H1 fieldbus
devices, and RS3 and PROVOX I/O interfaces.
DeltaV Operator System Configuration Utility DeltaV Operator System Configuration Utility is
used to configure aspects of the Operator
System, such as file paths for picture files and
trend data.
DeltaV Workstation Configuration DeltaV Workstation Configuration is used to set
up the ProfessionalPLUS workstation and other
workstations. Workstation Configuration is
described in detail in Configuring the Hardware,
Loading and Assigning Licenses, and Setting Up
User Accounts, under Configuring DeltaV
Workstations.
DeltaV Guardian Application DeltaV Guardian Application is used by Emerson
SureService support to enable and disable
monitoring of the DeltaV system when the
system is enrolled in the Guardian Support Plan.
DeltaV System Registration Utility The DeltaV System Registration utility is used to
complete and submit your DeltaV system
registration form.

Table 1-5: Other Applications

Application Description
DeltaV OPC Server The DeltaV OPC Server works in the background
and does not show up on the Start menu. It
makes data such as process data, alarms,
diagnostics, and engineering information easy
to access and available for import into desktop
applications such as Microsoft Excel. The Real-
Time Data Server also supports comprehensive
analysis tools such as historian packages,
manufacturing systems, and laboratory
management systems.
DeltaV Excel Add-in The DeltaV system provides an interface to
Microsoft Excel to allow access to real-time data
from your DeltaV process system. You can then
use Excel to generate reports, create charts, and
perform further analysis on the data.
DeltaV Reporter DeltaV Reporter provides functions and dialogs
to aid in the creation of detailed Excel
worksheets containing historical data read from
or interpolated from the DeltaV Continuous
Historian or Event Chronicle database.

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Table 1-5: Other Applications (continued)

Application Description
OPC Mirror The OPC (OLE for Process Control) Mirror
connects OPC servers on multiple control
systems and enables bidirectional data traffic
from one system to another. This linkage can be
between DeltaV OPC servers, DeltaV and
PROVOX servers, or several other OPC server
combinations.
Introducing DeltaV Introducing DeltaV lets you choose between the
Configuration Assistant for a guided tour of the
DeltaV system or the DeltaV Explorer so you can
easily get started using the DeltaV software.

1.8 DeltaV help

The DeltaV system provides several forms of online assistance.

Online help
Context-sensitive help is available in most applications by clicking the Help button.
Context-sensitive help gives you more information about what you see on your screen.

Books Online
DeltaV Books Online is a set of online reference books on installing, configuring,
operating, and troubleshooting your DeltaV system. This Getting Started book is also
available online. There are several ways to access Books Online:

• Click the Books Online button on a DeltaV application toolbar.

• Select Books Online from the Help menu in a DeltaV application.
• Click Start → DeltaV Help → Books Online
When Books Online opens, click the plus sign (+) next to the title in the Table of Contents.

DeltaV website
Current information is available on the DeltaV website.

Paper manuals
Most DeltaV product information is in Books Online. You can print single pages, chapters,
or whole books. You can also order a paper copy of certain manuals from Emerson.

Technical service
There are several options available for technical service, including help desk support,
remote diagnosis, 24-hour emergency support, and software update service. The
technical support options are described in the Maintenance manual in Books Online.

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2 The tutorials
2.1 Overview of the tutorials
The tutorials in this book will show you how to get a process system up and running
quickly. You will learn the basic concepts needed to configure workstation and controller
nodes, define I/O, develop a control strategy, and create operator pictures. You will also
see the process system from the operator's point of view.
Hardware configuration is typically a one-time operation, and the hardware in your system
may already be configured. Therefore, we have put this information near the end of the
book. If your workstation has not been configured, you may want to begin with that
section after reading this chapter.
Once your workstation has been configured, you can do almost all the tutorial exercises
without having actual controllers and I/O set up. However, to make the examples more
realistic and to be able to do some things (such as assigning control modules to a
controller), you need to have a controller configured.
The tutorials focus on developing the control strategy and operator pictures for a process
that involves monitoring the level in a tank and controlling the flow while discharging the
contents. The book contains six tutorials that:
• Show how to open DeltaV Explorer and use the navigation features.
• Step through the creation of four modules for controlling the tank process and a
sequential function chart that defines the process startup sequence.
• Introduce the basic tools of DeltaV Operate in configure mode and show how to create
a set of operator pictures complete with colorful graphics, faceplates, detail displays,
pushbuttons, and a trend chart.
• Show the operator pictures from the operator viewpoint and explain how to navigate
the pictures, change operating parameters, acknowledge alarms, and perform other
operator tasks.
• Show how to gather and display system and process data using DeltaV tools, such as
DeltaV Reporter and the DeltaV Excel Add-in.
• Step through the procedures for configuring workstations, controllers, and I/O.

Related information
Configuring the hardware

2.2 Control modules used in the tutorials

The first thing you will do is create four control modules for the process equipment and
flow loop. In the figure above, the labels in the ovals (LI-101, MTR-101, and so on) are the
names you will give to the DeltaV control modules. The labels LT-1, FT-1, XI-1, and so on,
are the Device Tags that you will use for the transmitters, valves, and other I/O
instruments.

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Control Module Description Purpose Input Device Output Device

Tags Tags
LI-101 Level Indicator Monitor level of LT-1
product in tank
MTR-101 2-State Motor Start and stop XI-1 ZX-1
with interlocks pump
XV-101 Block Valve Open/close valve LSC-1 XV-1
for tank discharge
FIC-101 Flow Control Loop Regulate flow rate FT-1 FY-1

The Device Tags are assigned to I/O card channels as part of the I/O configuration process.

Related information
Configuring the hardware
Example tank process used in the tutorials

2.3 Example tank process used in the tutorials

The diagram below shows the main parts of a hypothetical process system that controls
the flow while discharging liquid from a tank. In the tutorial lessons that follow, you will
configure the control strategy for this process and automate a sequence for it.

2.4 Sequential function chart used in the tutorials

After you create the control modules, you will create a module (SFC-START) that uses a
Sequential Function Chart algorithm to automate emptying of the tank. The steps in the
sequence are listed below.
1. Set the flow loop controlling the outlet flow valve (FIC-101) to automatic.

2. Specify a desired setpoint for the flow loop.

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3. Wait for the regulatory valve to open, then open the block valve (XV-101).

4. Start the outpump motor (MTR-101).

5. Confirm the motor start.

2.5 Operator pictures used in the tutorials

You will also create a graphical representation of the tank system, similar to the one
shown below, for operators to use in monitoring and controlling the process.

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3 Learning about DeltaV Explorer

3.1 DeltaV Explorer overview
DeltaV Explorer enables you to define system characteristics and view the overall structure
and layout of the system hardware and configuration. In addition to viewing your
database, you can copy and move objects, modify the properties of objects, and add new
objects.
Some of the things you can do with DeltaV Explorer are:
• Add workstations and controllers to the database
• Add plant areas and control modules to the database
• Add and edit alarm types and edit alarm priorities
• Create named sets that can be used by control modules
• Edit network, controller, and workstation properties
• Download control modules to controllers
• Load and assign licenses
• Export data for use in an external editing tool such as a spreadsheet or database
• Import data from an external editing tool such as a spreadsheet or database
DeltaV Explorer also provides a fast way to add control modules to your database. When
creating your control strategy, you can simply drag control modules from the template
library into a plant area. While you are still in DeltaV Explorer, you can edit the module
parameters to tailor them to your application. (For more extensive editing, you can use
Control Studio.)

3.2 Open DeltaV Explorer

Click Start → DeltaV Engineering → DeltaV Explorer.

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DeltaV Explorer opens.

Under the View menu, there are several options you may want to try. You can change
from small icons (the default) to large. You can also choose to have additional details
displayed in the right pane. As you work with DeltaV Explorer, you will determine which
view option is best for the work you are doing.

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3.3 Documentation conventions for navigating in

DeltaV Explorer
In future references to navigating in DeltaV Explorer, we will use the following convention
to indicate that you should open successive levels:
Library → Module Templates → Analog Control → PID_LOOP
This direction means: open the Library, open the Module Templates, open Analog
Control, and then click the module named PID_LOOP.

3.4 Navigate in DeltaV Explorer

The left pane of DeltaV Explorer shows the information in your configuration database.
The right pane lists the contents of the object selected in the left pane.
Here are a few tips about opening and closing levels in the DeltaV Explorer hierarchy.
To open or expand an object, do one of the following:
• Click the beside an object.
• Double-click the object's name.
• Select the object, and then press the RIGHT ARROW key on the keyboard.
To close or collapse the objects under an object, do one of the following:

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• Click the beside an object.

• Double-click the object's name.
• Select the object, and press the LEFT ARROW key on the keyboard.

3.4.1 Exploring function block templates in the DeltaV library

Function block templates each contain a single function block.
• Open DeltaV Explorer if it is not already open.
• Expand Library → Function Block Templates.

The items listed are the categories of function block templates available.

• Click the Details button or select View → Details

This lets you see at a glance the object name, the type of object, a description, and other
information.
• Select Analog Control.

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The items listed in the right pane are the basic function blocks used in analog control,
including bias/gain, deadtime, filter, lead/lag, and so on.
Tip
You can change the width of columns in the right pane by clicking and holding the line
between columns in the column title bar and dragging the line right or left.

• Click the other Function Block Template categories to see their contents.
• Close Function Block Templates.

3.4.2 Exploring module templates in the DeltaV library

Module templates provide basic control strategies for common control tasks such as
analog control, monitoring, motor control, and valve control.
• Expand Module Templates and Analog Control.
• Click Analog Control to see the details on the module templates in this category.
• Select PID_LOOP. The contents are listed in the right pane.
• Expand Motors-2State, then select MTR-11_ILOCK.

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You will use this module template later to configure a pump for the tank process
example.
• Click beside Motors-2State to close the category.

3.5 DeltaV system time

DeltaV uses the Network Time Protocol (NTP) to synchronize system time for all
workstations and controllers on the DeltaV Control Network. Any physical DeltaV
workstation can be defined as the Master Time Server node using the Physical Network
Properties dialog in DeltaV Explorer.
DeltaV systems that require precise system time derive master time from a Global
Positioning System (GPS) network time server configured to a specific IP address on the
DeltaV Control Network.
If a GPS network time server is not in use, you can synchronize system time by running
deltav\bin\SystemTime.exe to open the DeltaV System Time dialog. Clicking the
Apply button in the DeltaV System Time dialog applies the time and date settings to the
Master Time Server node. All workstations and controllers on the DeltaV Control Network
will synchronize with the Master Time Server node.

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CAUTION
Do not attempt to change system time by using the Windows Date and Time utility,
accessed from the Control Panel or the Taskbar clock. The Windows Date and Time utility
does not synchronize system time on all workstations and controllers in the DeltaV Control
Network. Use the Windows Date and Time utility only to specify the local time zone and to
enable the Automatically adjust clock for Daylight Saving Time option.

Related information
System time

3.5.1 Define the Master Time Server node

All workstations and controllers on the DeltaV Control Network will synchronize with the
Master Time Server node. By default, the ProfessionalPLUS workstation is the Master Time
Server node. However, any physical DeltaV workstation on the DeltaV Control Network
can be defined as the Master Time Server node.
To define the Master Time Server node, complete the following steps:
1. Navigate to System Configuration → Physical Network.
2. Right-click Physical Network, and then select Properties.
3. Click the Browse button on the System Time tab in the Physical Network
Properties dialog, and then select a workstation on the DeltaV Control Network.
You can also define the Backup Time Server node on the System Time tab in the
Physical Network Properties dialog.

Related information
System time

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4 Creating and downloading the

control strategy
4.1 Creating the control strategy - overview
In the following procedures, you will perform these steps to create the control strategy:
• Create and name a plant area to hold the control modules.
• Create the modules that specify the input, processing, output, alarms, and conditions
for the process equipment, control loops, and other parts of the process.
• Create a Sequential Function Chart (SFC) to automate the process.
Strictly speaking, you do not need to create an SFC. You can set up your process system in
such a way that an operator would activate specific equipment, change setpoints, and
perform other operations. However, in many cases, it is useful to define a Sequential
Function Chart to automate the process (or parts of the process, such as startup or
shutdown procedures) with minimal operator intervention.
When creating the control modules that make up your control strategy, sometimes you
will create a module from scratch (using the basic function blocks), but more often you will
start with one of the predefined module templates.
There are a number of ways to create the control modules.
• In DeltaV Explorer, you can copy a module template from the library by dragging and
dropping it onto your plant area and then renaming it.
• In Control Studio, you can start from a module template, modify the module, and save
it in your plant area under a new module name.
• In Control Studio, you can start from scratch by dragging and dropping function blocks
and other items from palettes of predefined items, connecting the blocks, and
modifying block parameters.
• In Configuration Assistant, you can copy a module template from the library.
In the exercises in this chapter, you will learn how to use the first three methods.
Note
This manual assumes that you are working on a new system or one that is in the beginning
stages of configuration-not one that is controlling a process.

4.1.1 The Control Studio interface

Take a few minutes and read the next few pages to learn about the Control Studio
application before you open Control Studio and create a module. The Control Studio
window has different sections called views, which display the characteristics of a module.
Each view can be closed or resized individually so that you can optimize the size of the view
you are working in.

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You can set the size of the overall window by dragging the sides or corners. Then, on the
View tab, in the Windows group, click Arrange to automatically reshape the views to a
predefined arrangement.

The figure above shows the default arrangement of the Control Studio views. The views
are:
• Diagram View - used to create a module's control algorithm graphically on a diagram
(includes a palette of items that can be placed on the diagram)
• Parameter View - used to define the module's characteristics, alarm limits, default
values, mode, and other parameters. You can filter the parameter list to quickly access
the parameters you need. Refer to the Control Studio online help for information on
filtering parameters.
• Hierarchy View - used to see a hierarchy of the elements that make up the module
• Alarm View - used to see the alarms that are defined, their limits, priorities, and other
information
The palette shows the items that can be dragged to the diagram. Several palettes are
available. You can change to a different palette by clicking the palette name.
Note
If the palette is not showing, point to the edge of the Diagram window, hold down the left
mouse button and drag the side of the window to resize it to show the palette column.

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The palette can be moved from one side of the Diagram View to the other. To do this,
point anywhere in the palette, right-click, and then select Switch Sides from the menu.
The items in the palette can be displayed with either large or small icons. To change the
selection, point anywhere in the palette, right-click, and then select the desired icon size.
Note
If another user has changed the Diagram Preferences (on the Diagram tab in the Layout
group), your pictures may look different from the ones in this book. The default settings
are shown below:

4.2 Plant areas overview

Plant areas are logical, software-based divisions of your control system, which may or may
not correspond to physical areas in your plant. Plant areas contain the modules that make
up the control strategy. You can have as many as 100 plant areas. How you define your
plant areas affects your overall system security scheme because you can authorize access
to the system based, in part, on plant areas.
The DeltaV system provides a default system area called AREA_A. You cannot delete
AREA_A because it is essential for system operations and for performing certain DeltaV
functions. If you decide to create additional plant areas, you may want to put your control
modules in other areas and reserve AREA_A for only these system operations and
functions. You can rename AREA_A to a more meaningful name for your process.
The name must be 16 characters or less, and may contain only alphanumeric characters,
hyphens (-), and underscores (_). Hyphens or underscores are typically used to represent
spaces between words.

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Notes
In order for system-wide events (such as logins, logouts, and downloads) to be recorded or
other operator activities (such as alarm area filtering) to function correctly, the following
applies:

Workstation type To record system-side events To ensure operator activities

function correctly
ProfessionalPLUS AREA_A must be assigned to Assign AREA_A to the Alarms
the Alarms and Events and Events subsystem.
subsystem. OR
If AREA_A is not assigned to
Alarms and Events, then
deselect the Restrict on-line
changes to areas assigned to
the Alarms and Events
subsystem in the workstation
Properties dialog.

Operator stations AREA_A must be assigned to Assign AREA_A to the Alarms

the Alarms and Events and Events subsystem.
subsystem. OR
If AREA_A is not assigned to
Alarms and Events, then
deselect the Restrict on-line
changes to areas assigned to
the Alarms and Events
subsystem in the workstation
Properties dialog.

Remote Client sessions AREA_A must be assigned to AREA_A must be assigned to

the Alarms and Events the Alarms and Events
subsystem. subsystem.

In the next procedure we will create a plant area named TANK-101 to hold the tutorial
modules.

4.2.1 Add a plant area

A plant area named TANK-101 will hold the control modules used in the tutorials.
1. In DeltaV Explorer, select and right-click Control Strategies.

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2. Select New Area from the context menu.

A new area, named AREA1, is added and appears in an edit box in the right pane.

3. Enter a new name (for our example, TANK-101) and press Enter.
Now you are ready to start creating the control modules.

4.3 Copying module templates from the library

The DeltaV library includes module templates that you can copy and customize. When you
copy a module template from the library, the module includes history collection. For each
module or node parameter field, the history collection strategy determines how values are
recorded and displayed, the sampling period, and so on. You do not have to set up history
collection for modules that you copy from the library.
Note
If you are copying a module from an area, you must hold down the CTRL key or the module
will be moved rather than copied to the new location. If you are copying a module from
the library, it is not necessary to hold down the CTRL key while dragging the module.

You can add additional history collection to the module if you wish. We will add history
collection to the module that we create from scratch. Later, we will use the Process History
View application to view the field value.
Note
In naming the motor (MTR) templates, the following convention was used: the first digit
after MTR is the number of outputs; the second is the number of inputs. Thus,
MTR-11_ILOCK is for a motor with one output, one input, and interlocks.

Related information
Creating a new module from scratch - overview

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4.3.1 Copy and rename a module

The tank process has a pump with a two-state (on or off) motor. The motor interlocks
under certain conditions. In this procedure, you will use DeltaV Explorer to copy a module
template from the Library to the TANK-101 area and rename it. Later, you will use Control
Studio to modify the module. (Modifying includes specifying the conditions for the
interlocks.)
1. In DeltaV Explorer, open Library → Module Templates → Motors-2State, and
select MTR-11_ILOCK.
2. Drag the MTR-11_ILOCK module onto the TANK-101 plant area.
3. Open TANK-101 and select MTR-11_ILOC_1. The name is highlighted.
4. Click the module name a second time (or right-click, and then select Rename from
the context menu).
5. Enter the new name for the module: MTR-101. You now have a control module in
your TANK-101 plant area.
6. Click the Minimize button in the upper right corner to minimize DeltaV Explorer.

4.4 Create a control module from a library

template
In a previous procedure, you created a control module using DeltaV Explorer to copy a
module template. In this procedure, you will create a control module using Control Studio
to open a module template for a block valve.
1. Open Control Studio.

2. To choose a template from the library, click the Main button , and then click
New.

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3. In the New dialog, select Start from Existing, and then click the Browse button.
The Browse dialog appears.

4. Click the Object Type field at the bottom of the dialog, and then select Module
Templates.

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5. In the large center box that lists the contents of Module Templates, double-click
Valves-Normally Closed.
6. From the contents of Valves-Normally Closed, select VLVNC-11. (This name is
automatically placed in the Object name field.)
7. Click OK in the Browse dialog.
8. Click OK in the New dialog.
Control Studio now displays an untitled copy of the VLVNC-11 module.

4.4.1 Modify the control module template

The module template is fairly simple, consisting of only one function block. To customize
the module for the tank application, all you need to do is identify the Device Signal Tags
for the input and output. (Device Tags are assigned to the I/O channels as part of the I/O
card configuration process.)
1. In the Diagram view, click the Device Control function block, DC1.
Four small black squares (called "handles") appear at the corners to indicate that this
block is the currently selected item on the diagram.

2. Select and right-click a parameter in the Parameter view, and then select Filter
Parameter List.

The Parameter Filtering dialog opens.

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3. In the System group, select Common configuration to display the parameters

most commonly used for configuring process control, and select On-line to display
the parameters most commonly used for operating a process.

4. Deselect any other boxes that may be checked, and then click OK to close the
dialog.
5. In the Parameter View, select IO_IN_1. You may have to scroll down the list to find
it.
6. Double-click IO_IN_1to open the Properties dialog.
7. In the Device Tag field, enter LSC-1. (LSC-1 is the Device Tag used in our tank
example for Limit Switch-Closed.)
The Device Tags for the tank application are listed in the table in Control modules
used in the tutorials.

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The IO_IN_1 parameter is given a value of FIELD_VAL_D. (You can click the
Parameter field to see this value. It also appears in the Parameter view.) LSC-1,
together with the FIELD_VAL_D parameter define the Device Signal Tag (DST).
(If you have configured placeholders for the I/O cards, you can browse for the
Device Tags. Clicking the Browse button opens a dialog that lists all the configured
I/O card channels and their assigned Device Tags. You can scroll down the list,
select the appropriate Device Tag, and then click OK. Click the Alphabetic tab to
alphabetize the list and scroll past the entries beginning with COxx to get to the
Device Tag names such as LSC-1.)

8. Click OK.
9. In the Parameter View, double-click IO_OUT_1.
The Properties dialog appears.

10. In the Device Tag field, enter XV-1, and then click OK.
XV-1 is the Device Tag used in our example for the Block Valve. The DST is given a
default parameter value of OUT_D.

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The Parameter list should now look like this:

Related information
Configuring the hardware
Control modules used in the tutorials

4.5 Finishing steps for creating control modules

There are four things that you should do every time you create a control module.
• Identify the operator pictures that will be associated with the module.
• Assign the module to a controller node.
• Save the module to the database.
• Verify the module's configuration.
The procedures for accomplishing these tasks follow. (An additional step is downloading.
Modules can be downloaded to a controller individually. However, we will download our
whole control strategy at one time, as you will see at the end of this chapter.)
You will see what operator pictures look like and how they are used. For now, you simply
need to know how to associate the module with the pictures.

Related information
Creating operator pictures in DeltaV Operate - overview
DeltaV Operate in run mode - overview

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4.5.1 Identify the primary control picture associated with the

control module
Three types of operator pictures are associated with control modules: the primary control
picture, the faceplate, and the detail display.
1. In Control Studio, click the Main button, point to Module, then click Properties.
The Properties dialog appears.

2. On the Displays tab, enter TANK101 in the Primary Control field.

TANK101 will be the primary control picture associated with this control module.
You will create TANK101 later.
Note
Picture file names must be alphanumeric and cannot contain the hyphen character,
begin with a number, or use a Visual Basic reserved word.

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Note that the fields for the detail display and faceplate are already filled in. All the
control module templates in the library have pre-defined detail displays and
faceplate s associated with them.

3. Click OK.

Related information
Creating operator pictures in DeltaV Operate - overview

4.5.2 Assign the module to a controller node

If you configured a controller or created a placeholder controller, you will be able to assign
the module to the controller. If you have not configured a controller, do so now. For

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information about connecting your controller hardware, refer to the hardware installation
manual in DeltaV Books Online.
1. Click the Main button, point to Download, and then click Assign to Node.
The Browse dialog opens.

2. In the Browse dialog, select the controller.

3. Click OK and then click Yes to confirm the database modification.

Related information
Configuring the controller node

4.5.3 Save the module

1. Click the Save button on the Quick Access Toolbar.
The Browse dialog opens.

2. In the Objects Type box, select Modules.

3. In the Look In field, select Control Strategies, and then double-click TANK-101.
MTR-101, the module you created earlier in DeltaV Explorer, is in the list of
modules.

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4. In the Object Name box, type XV-101 as the name for this module, and then click
Save.

4.5.4 Verify the module configuration

1. Click the Main button, point to Module, and then click Properties.
The Properties dialog opens.

2. Click the Tools tab.

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3. Click the Verify Now button.

A message is displayed; it may contain minor warnings due to I/O references.

4. Click OK to close the message box, and then click OK in the Properties dialog.
You now have two control modules, one for the motor and one for the block valve.

4.6 Creating a new module from scratch - overview

In this procedure, you will use Control Studio to create from scratch a module to monitor
the tank level. The module will have one analog input function block (to allow reading of
the analog input signal) and one output, a promoted parameter. Using a promoted
parameter for an output makes the value of the output easier to access systemwide.
Promoted parameters are on the Special Items palette.

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You will also do the following:

• Edit the IO parameter of the analog input block to identify the Device Signal Tag for the
level transmitter, LT-1.
• Change the OUT_SCALE parameter on the analog input block from the default value of
100 to 10,000 to reflect the 10,000-gallon capacity of the tank.
• Change the HI_HI_LIM value will be changed to 1000.
• Add history collection to the PV of the AI block so that the tank level can be trended in
the Process History View application.

4.6.1 Create a new module from scratch

1. In Control Studio, click the Main button, then click New.
The New dialog box appears.

2. Click OK to accept the default settings in the New dialog.

Control Studio opens with a blank, untitled Function Block diagram.

4.6.2 Add and modify an analog input function block

1. In the Palette view, select the IO palette. A list of function blocks related to I/O
appears.
2. Select the Analog Input (AI) function block from the palette, and then drag it onto
the Function Block diagram.

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3. To find out more about the AI function block, select and right-click the block, and
then click Help on the menu.
DeltaV Books Online opens to a topic about the AI block. After reading about the
function block, close DeltaV Books Online and return to Control Studio.

4. Make sure the block is selected.

5. In the list of parameters, double-click HI_HI_LIM (or right-click it and then select
Properties).
6. In the Properties dialog, change the value to 1000 and click OK.
7. Double-click the IO_IN parameter.
8. In the Properties dialog, enter the Device Signal Tag, LT-1 (for the level
transmitter), and then click OK. The system selects the default parameter.
In the Parameter list, note that the parameter named L_TYPE (linearization type)
has a default value of Indirect. This must remain Indirect for you to be able to define
the Engineering Units of the input.

9. To set the Engineering Units (EU) and the scale, double-click the OUT_SCALE
parameter.

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10. Modify OUT_SCALE as follows:

• Change the 100% scale from 100 to 10000 (for 10,000 gallons).
• For Engineering unit, select gal (for gallons).

11. Click OK.

For our example, we want to make the output value easy to reference systemwide.
Promoting the parameter to the module level allows the value to be referenced
throughout the system as LI-101/PV rather than LI-101/AI1/OUT.

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4.6.3 Add a module-level parameter for the process output

value
1. Select the Special Items palette.
2. Right-click the Output parameter and select Help to see a description.
3. Drag and drop the Output parameter onto the diagram to the right of the AI
function block.
A Properties dialog box appears.

4. Change the parameter name to PV (for process value).

5. Select Floating point with status in the Parameter type field, select I/O in the
Parameter category field, accept the default status (it will be overwritten), and
click OK.
The block named PV now appears on the function block diagram.

4.6.4 Add history collection to the PV parameter

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1. Select the AI block in the Diagram view.

2. In the Parameter View list, right-click PV and select Add History Recorder.
The Add History Collection dialog opens.

3. The path to the current value for PV (AI1/PV.CV) appears in the Parameter field path
box. (If this path does not appear here, click the Browse button and browse for it.)
4. Click Enabled.
5. For Display Representation, select Line.

Note
You can change the line style later using the Process History View application.

6. Use the default value of 60 seconds as the sampling period.

7. Click OK.
Later, we will assign the area (TANK-101) to the Continuous Historian subsystem, enable
history collection on the workstation, and download the workstation in order to collect
and view the historical data for the field values.

4.6.5 Connect the OUT parameter to the PV parameter

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1. Click anywhere in the background of the Diagram view. (This puts the focus on the
diagram so that the next step works.)
2. Click and hold the Out connector on the AI block.
3. While holding down the left mouse button, draw a line from the Out parameter on
the AI block to the PV parameter.
The pencil icon changes to a * when you are over the right spot for making the
connection.
Tip
If you want to rearrange the diagram, click one of the function blocks and move it. The
connector line moves and resizes automatically.

Your finished diagram should look like this:

4.6.6 Assign and save the control module

We have abbreviated the instructions for finishing the module. If you have forgotten any
of the steps, refer to the details in the previous topics.
1. Right-click the background of the Diagram view and select Properties.
2. On the Displays tab, enter TANK101 in the Primary Control field.

Note
The picture TANK101 does not exist yet. You will create it later.

3. Assign the control module to the controller.

4. Save the control module in area TANK-101 under the object name LI-101.
When you have finished, quit Control Studio. Do not simply minimize Control Studio. In an
upcoming procedure we will show you a new way to open Control Studio directly from
DeltaV Explorer. If you minimize Control Studio, you will have two copies of Control Studio
open.
If you have DeltaV Explorer minimized, restore it to full size by clicking its name in the
Windows taskbar at the bottom of your screen. Otherwise, open it from the Start button.

Related information
Finishing steps for creating control modules

4.7 Creating a PID control loop - overview

In this procedure, you will use the PID_LOOP module template from the Analog Control
palette as the basis for a module to control the outlet flow valve. This time, you will use

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DeltaV Explorer to create the module, assign it to a controller, and modify most of the
parameters. In addition, note these default settings for other parameters:
• On the CONTROL_OPTS (control options) parameter, Direct acting is not selected,
meaning that the parameter is set as reverse acting.
• On the IO_OPTS (I/O options) parameter, Increase to close is not selected, meaning
that the parameter is set as increase to open.

4.7.1 Create a control module and assign it to a controller

1. In DeltaV Explorer, select Library → Module Templates → Analog Control →
PID_LOOP and drag PID_LOOP to the TANK-101 area.
2. In the TANK-101 area, select PID_LOOP and rename it FIC-101.
3. Right-click FIC-101 and select Assign.
4. In the Browse dialog box, select the controller and click OK.

4.7.2 Modify the control module

1. In the left pane of DeltaV Explorer, under TANK-101, double-click FIC-101 to open
the module.

2. If necessary, click the List button to display the contents of the right pane as
shown in the next figure.
3. Select PID1 (the PID loop function block) and make the following changes to the
parameters in the right pane.

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• Double-click IO_IN. In the Properties box, enter the Device Tag of FT-1.
• Double-click IO_OUT, and then enter the Device Tag of FY-1.
• Double-click GAIN, and then change the value from .5 to 1.
• Double-click RESET, and then change the value from 10 to 3 (that is, 3 seconds per
repeat).
• Double-click PV_SCALE, and then change the Engineering unit to GPM (gallons per
minute).

4.7.3 Open and edit the module in Control Studio

1. Select FIC-101 in DeltaV Explorer.
2. Right-click, and then select Open → Open with Control Studio from the context
menu.
Control Studio opens with module FIC-101 preloaded.

3. Resize the individual views as necessary.

4.8 Alarms overview

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In the operating environment (DeltaV Live or DeltaV Operate), alarms notify operators
about changes in the process that might require operator attention. Alarms are visible on
the Alarm Banner at the bottom of the operator picture, as well as on any faceplates or
other displays that are set to show alarms. Alarms are set up in the module templates.

4.8.1 Modify an alarm

Alarms have been set up in the PID_LOOP template, which we used as the basis for the
FIC-101 module. Only three of the alarms, HI_ALM, LO_ALM, and PVBAD_ALM, are
enabled. For the example, you will modify HI_ALM slightly to change the value from 95 to
90. This means that an alarm will be activated if the flow goes above 90 gallons per
minute.
1. In the Alarm view, double-click HI_ALM (or right-click it and select Properties).

2. Change the Limit value from 95 to 90, and then click OK.

4.9 Finish the FIC-101 module

You have already named the module and assigned it to the controller.

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1. Open the Properties dialog for the module.

2. On the Displays tab, enter TANK101 in the Primary Control field.
The TANK101 picture does not exist yet. You will create it later.

3. Save the module.

4.10 Modifying the motor module - overview

In a previous procedure, you created the MTR-101 module in DeltaV Explorer by copying
the MTR_11_ILOCK template to the TANK-101 area. In this procedure, you will open the
module for editing in Control Studio. This module looks complex at first, but it becomes
more understandable as you look at the individual parts.
Tip
Tip If you have access to a printer, you can print the diagram, which includes configuration
tips. In Control Studio, click the Main button, and then click Print.

The motor module, shown later in this procedure, includes the following function blocks,
all of which are on the Logical palette:
• Eight Condition (CND) blocks
• Boolean Fan Input (BFI) block
• Logical And (AND), logical Not (NOT), and logical Or (OR) blocks
• Device Control (DC) block
The CND, BFI, AND, NOT, and OR blocks are used to specify the interlock logic. The DC
block is for motor control.
Some of the things you will do in this procedure are:
• Delete the five excess condition blocks.
• Specify the interlock conditions using the remaining three condition blocks.
• Specify the Device Signal Tags for the input and output parameters.
• Change the detail display associated with this module to one that has three conditions
rather than eight.

4.10.1 Open the TANK-101 module

1. In Control Studio, click the Main button, and then click Open.
The Browse dialog appears.

2. For Object Type, select Modules.

3. If TANK-101 is not in the Look in field, click the pull-down list, and then select
Control Strategies. In the large center box that lists the contents of Modules,
double-click TANK-101.

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4. Select MTR-101, and then click Open.

The MTR-101 module is displayed in the Diagram view.

5. Enlarge the Control Studio application window to its full size by clicking the
Maximize button in the upper right corner.
6. Select the Logical palette so you can easily access the descriptions for the individual
blocks.
Remember, you can select and right-click a palette item or a function block on the
diagram, and then select Help to open DeltaV Books Online for information about
the selected item.

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4.10.2 Remove excess blocks from a module template

Having unused condition blocks on the Function Block Diagram does not affect operation,
but deleting them improves the appearance of the diagram.
1. Place the mouse pointer outside the upper left corner of CND4.
2. Click and hold the left mouse button, then drag to include the lower right corner of
the CND8 box.

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Boxes CND4 through CND8 should now be selected. If not, click a blank spot and try
again.

3. Press the Delete key to delete the selected items (or right-click, and then select
Delete from the context menu.)
4. Click Yes when asked to confirm the deletion.
Another way to delete multiple blocks is to select them while holding down the
Shift key, and then press the Delete key.

4.10.3 Specifying conditions with the Expression Assistant

The motor should shut off if any of the following three conditions occurs:
• The block valve is closed.
• The tank level is less than 100 gallons.

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• The regulatory valve is less than 5 percent open.

Now we need a way to specify these requirements. The condition blocks serve this
purpose. Each condition will have associated with it an expression that identifies the
condition precisely in mathematical or logical terms. Expressions are made up of
operands, operators, functions, constants, and keywords.
Two guidelines for writing an expression for a condition are:
• The expression must end with a semi-colon (;).
• Parameter values must be enclosed by single quotes (').
The DeltaV system provides an Expression Assistant to help you define expressions. After
you enter an expression, the Expression Assistant checks the syntax, indicates any
problems, and identifies any unresolved parameters. You can access the Expression
Assistant using either the Object menu or the right-click context menu for Action,
Calculation/Logic, and Condition function blocks.
The Expression Assistant inserts the characters shown in the following table when
constructing expressions. If you type the expressions without using the Expression
Assistant, you need to use these characters in the same way.

Characters Use Example

/ Precedes a reference to an
internal parameter (one within
the current module). Use the
Insert Internal Parameter
button to browse for these
parameters.
^/ Precedes a reference to an
internal parameter up one
block level. Use the Insert
Internal Parameter button to
browse for these parameters.
// Precedes a reference to an '//XV-101/DC1/PV_D.CV'
external parameter (one within
another module). Use the
Insert External Parameter
button to browse for these
parameters.
## In Batch processing, used to
enclose an alias.
: Used to separate a named set 'vlvnc-sp:OPEN'
from the named set value.
:= Used to assign values. Step 'SP':='SFCCTRL:IDLE'
actions use this operator. The
value of the right operand is
assigned to the left operand.

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Characters Use Example

= Used to compare values. 'SP'='SFCCTRL:START'
Similar operators include >, <,
>=, <=,!= (not equal to), <> (not
equal to). Transitions use these
operators.
+ Used to add numeric values or
to concatenate strings.
'' Single quotes are used to
enclose parameters.
"" Double quotes are used to
enclose strings.
; Used to continue action
statements on subsequent
lines of the Expression
Assistant.

What are parameter tagnames?

Parameter values are defined by their tagnames (tags, for short) in the form:
module/function block/parameter
When identifying parameter tags, you can build the tags from scratch by typing them in or
you can use the parameter browser to search the database.

Specify interlock conditions on condition blocks

In this procedure, we will use the Expression Assistant to specify the interlock conditions
on the three condition blocks.
1. On the View tab, in the Windows group, click Arrange so that you can see all the
views again.
2. Select the CND1 block, right-click it, and then select Expression from the context
menu to open the Expression Assistant. .
3. Highlight and delete the entire first line of the expression. (The default first line is
"FALSE". )
4. Click the External Parameter button. This button browses for parameters that are
external to the current parameter.
The Browse dialog opens.

5. Open the TANK-101 area.

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6. Double-click these items in each succeeding level: XV-101, DC1, PV_D and CV.
The Expression Assistant assembles the tagname and puts it in the Expression box.

7. Click or type "=".

8. Click Named State, double-click the named set vlvnc-pv, select the state CLOSED,
and then click OK.
9. Type a semicolon at the end of the expression.
The completed expression now reads as follows:
'//XV-101/DC1/PV_D.CV' = 'vlvnc-pv:CLOSED';
XV-101 is the module for the block valve; DC1 is the function block; PV_D.CV is the
current value for the process value; and CLOSED is one of the states in the named
set, vlvnc-pv. The expression indicates that an interlock should occur (the motor
should shut off) if the block valve is closed. (A named set is simply a way to define
names and equate them to integer values. Named sets are defined in DeltaV
Explorer under System Configuration → Setup.)

10. Click Parse.

The Expression Assistant checks the syntax. If there are any errors, correct them.

11. Click OK.

12. Select the CND2 block and use the Expression Assistant to specify the second
interlock condition as: '//LI-101/AI1/PV.CV'< 100;
LI-101 is the control module for the level indicator. AI1 is the analog input function
block. PV.CV is the parameter for the analog input current value. The expression
indicates that an interlock should occur (the motor should shut off) if the tank level
goes below 100 gallons.
13. Click Parse, correct any errors, and then click OK.

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14. Select the CND3 block and use the Expression Assistant to specify the third interlock
condition (the regulatory valve is less than 5 percent open) as: '//FIC-101/PID1/
PV.CV' < 5;
FIC-101 is the module for controlling the outlet flow (regulatory) valve. PID1 is the
loop function block. PV.CV is the parameter indicating the current state of the valve
(percent open). The expression indicates that an interlock should occur if the valve
is less than 5 percent open.
15. Click Parse, correct any errors, and then click OK.

Specify the DSTs for MTR-101

1. In the Function Block diagram, click DC1, the Device Control function block.
2. In the Parameter window, double-click IO_IN_1, the parameter for the run status
signal.
3. In the Properties dialog, type XI-1 in the Device Tag field, and then click OK.
If you have configured the controller hardware and I/O channels, you can browse for
the Device Tag under the controller.
The parameter field is automatically set to the correct parameter, FIELD_VAL_D.

4. Double-click the IO_OUT_1 parameter. (This is the output signal from the Discrete
Loop block to the field device.)
5. In the Properties dialog, type ZX-1 in the Device Tag field, and then click OK.
The parameter field is automatically set to OUT_D.

Related information
Configuring the hardware

4.10.4 Finish configuring the MTR-101 module

1. Assign the MTR-101 module to the primary control picture TANK101. (Remember,
you enter the name of the primary control picture on the Displays tab of the
Properties dialog for the module. Also remember that the TANK101 picture does
not exist yet. You will create it later.)
Note that this module has two predefined pictures: DL_DT8 is the detail display and
DL_FP is the faceplate.

2. Change the Detail to DL_DT3 to match the number of conditions. (Remember, in a

previous topic you removed the five unused condition blocks.)
3. Assign the control module to the controller.
4. Save the control module by clicking the Save button. (The module has already been
named.)
5. Minimize Control Studio by clicking the Minimize button in the upper right corner.

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4.11 Creating a Sequential Function Chart

Sequential Function Charts (SFCs) are types of module algorithms that are useful for
controlling time-event sequences, such as startup or shutdown of a process. SFCs are
made up of steps and transitions. Steps contain a set of actions. A transition allows a
sequence to proceed from one step to the next when the transition condition is true.
Each time the SFC scans, the system evaluates the active steps and transitions. When a
transition evaluates as True, the step prior to the transition is made inactive and the step
following the transition becomes active.
There are no predefined module templates for SFCs since process sequences are highly
individual. In defining an SFC, you may find it helpful to first define the steps in the
process, and then identify the conditions that must be met before proceeding from step
to step.

4.11.1 The sequence for the tank process

For the tank process, you will create an SFC to control the tank discharge. As a way to start
and stop the SFC, you will create an SFC parameter called SP that the operator will be able
to change. The SP will be manipulated with a named set called SFCCTRL. A named set
defines names and equates them to integer values. For the tank example, you will create
the named set with two values: 0 = IDLE and 1 = START.
Following is a suggested sequence for the tank discharge application.
Step 1: Stop (that is, set the SP to IDLE).
Transition: Wait for the user to change the SP to START.
Step 2: Put the flow loop in auto mode and set the setpoint to 50 gpm.
Transition: Wait for the regulatory valve to be 30% open.
Step 3: Open the block valve.
Transition: Confirm that the block valve is open.
Step 4: Start the pump.
Transition: Confirm that the pump has started.
First, you will create the named set, SFCCTRL, in DeltaV Explorer. Then you will go to
Control Studio to create the module containing the Sequential Function Chart.

4.11.2 Create a named set

1. Open or restore DeltaV Explorer.
2. Select System Configuration → Setup → Named Sets.
3. Select and right-click Named Sets in the left pane, and then select New → Named
Set.
A new entry, NamedSetn (where n is the next number available), is added to the end
of the list of existing named sets. The entry is in an edit box, ready to be renamed.

4. Type the new name, SFCCTRL, and press Enter.

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5. Double-click SFCCTRL (or select and right-click SFCCTRL, and then select Properties
from the menu).
The Properties dialog appears.

6. Type Sequence Control in the description box.

7. Click Add.
The State Properties dialog appears.

8. Type IDLE in the Name box, and then click OK.

Note
Named sets are case sensitive. You can define them using any combination of
uppercase and lowercase characters, but all future references to a state must be as
originally defined.

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9. To add another state, click Add.

10. Type START in the Name box, and then click OK.
The Properties dialog now has two named states, IDLE and START.

11. Click OK to save the set and close the dialog.

12. Minimize DeltaV Explorer.

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4.11.3 Creating the SFC module

Now you are ready to create the Sequential Function Chart. Here are the things you will do
in the following procedures:
• Create an SFC module.
• Add a parameter, SP, to the module to let the operator change the state from IDLE to
START.
• Add the steps and transitions to the SFC.

Create a Sequential Function Chart

1. Restore Control Studio by clicking its button on the Windows task bar.
2. Click the Main button, then click New.
3. In the New dialog, select Control Module or Template as the Object Type.
4. Select Sequential Function Chart as the Algorithm Type, and then click OK.
A new SFC diagram opens, with a single step, S1.

Add the SP parameter

1. Select and right-click the Parameter View, and then select Add from the menu.
The Properties dialog appears.

2. Type SP as the Parameter Name.

3. Select Named Set as the Parameter type.

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4. For the Named set and Named state, browse to and select SFCCTRL and IDLE.

5. Click OK. The parameter is added to the module.

Create a step action in the SFC

1. In the Diagram View, select the step box named S1.
2. Click the name, S1, and change it to STOP_AND_WAIT.
3. In the Action View area of Control Studio, right-click anywhere and select Add.
The Properties dialog appears.

4. Enter Stop and Wait for the Description.

5. For the Type, select Assignment. (This type assigns the result of an expression to a
destination. This action assigns the value of 'SFCCTRL:IDLE' to SP.)
6. For the Qualifier, select P Pulse.

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An action with the P Pulse qualifier is active only on the first scan when the step
goes active. Thus, the assignment statement is evaluated and the assignment made
on the first scan through the step actions when the step goes active. After the first
scan, the assignment destination retains the assigned value; it is not rewritten for
each scan.

7. To set the setpoint to the IDLE state, type the following in the Action expression
field:
'SP':='SFCCTRL:IDLE'; (remember: named sets are case-sensitive).

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Alternatively, you can click the Expression Assistant button and use the Expression
Assistant to define the Action expression. (You used the Expression Assistant earlier
to define the interlock conditions for the motor control module.) Click the Insert

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Named State button in the Expression Assistant and follow the prompts to define
the Action expression.

8. Click OK in the Properties dialog. Make any necessary corrections, and then click
OK.
9. Select the step action (A1) in the Step Action View, right-click, select Rename, and
then change the name to SET_TO_IDLE.
Giving the step actions meaningful names instead of A1, A2, etc., helps you identify
a particular action you may later want to modify.

Create a transition in the SFC

1. On the All SFC Items palette, click Transition, and then drag it to a point
below the STOP_AND_WAIT box.
A plus sign named T1 appears.

2. Right-click the transition and select Properties (or double-click the transition).
The Properties dialog appears.

3. Enter Wait until Start for the transition description, open the Expression Assistant,
and then build the following condition statement:
'SP' = 'SFCCTRL:START'

4. Click Parse in the Expression Assistant, correct any errors, and then click OK in both
dialogs.
5. Rename the transition WAIT_UNTIL_START.

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Complete the Sequential Function Chart diagram

1. Repeat the procedures for adding steps and transitions using the information in the
following table. (Drag Step and Transition icons from the palette or use the
Sequence item on the palette to automatically add multiple steps and transitions in
one operation. Use a Termination icon for the last transition.)

Tip
On the View tab, in the Diagram group, click Diagram Preferences, and then check
Display Grid and Snap to Grid to help you line up the SFC objects on the diagram.

Note
In the example, all Action Types are Assignment; all Action Qualifiers are Pulse,
except for Action 2 in Step 2, which has an Action Qualifier of Non-stored. (The
reason is that if Action 2 Step 2 were Pulse, it might not get set because it waits until
the actual mode is Auto. It would fail on the first try and never be set.)

2. Use the Connect Mode tool to connect the steps and transitions in order.
3. Change the step and transition names by right-clicking, selecting Rename, and
then typing the name listed in the following table. Be sure to read the table
footnote for important information about statement syntax.

Step/Transition Name Action Text or Description

Condition Text*

S1 STOP_AND_WAI 'SP':='SFCCTRL:I Inhibits startup

T DLE'; sequence (until
the user
changes the SP
to START).

T1 WAIT_ 'SP'='SFCCTRL: Waits until

UNTIL_START START' operator selects
START. If SP is
START, proceeds
to the next step.

S2 SET_FLOW_RAT A1: '//FIC-101/ Sets the flow

E PID1/MODE. loop to AUTO.
TARGET' := Sets the setpoint
AUTO; at 50 GPM.
A2: '//FIC-101/
PID1/SP': = 50;
(Action Qualifier
is Non-Stored.)

T2 WAIT_FOR_OUT '//FIC-101/PID1/ Waits for the

_30 OUT' > 30 regulatory valve
to be 30% open.

S3 OPEN_BLK_VLV '//XV-101/DC1/ Opens the block

SP_D':=1; valve.

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T3 WAIT_VLV_OPE '//XV-101/DC1/ Confirms that

N PV_D'=1 the block valve is
open.

S4 START_PUMP '// Starts the pump.

MTR-101/DC1/
SP_D' :=1;

T4 WAIT_PUMP_ST '// Confirms the

ART MTR-101/DC1/ pump started.
PV_D'=1
* IMPORTANT: Assignment actions use the assignment operator ( :=) and end with a
semicolon (; ). Transitions use an equals sign (=) to indicate that when the condition is true,
the next step should be made active. Parameter values are enclosed in single quotes.

The finished SFC looks like this.

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4.11.4 Finish configuring the SFC module

1. Assign the SFC module to the primary control picture TANK101, which you will
create later.
2. Click the Assign to Node button on the toolbar and assign the SFC module to the
controller.
3. Click the Save button, and then save the SFC module as SFC-START.
4. Quit Control Studio by clicking the Close button in the upper right corner.

4.12 Downloading modules-overview

Now that the control modules are all defined, you need to download the control strategy
to the controller, assuming you have a controller configured. If you are working with a
controller placeholder, you can assign the modules to the placeholder, but you cannot do
a download.
There are several different levels of downloads. In DeltaV Explorer, you can download:
• individual modules
• the controller node
• the control network, including the workstations and controllers
Important
If you are working on a system that is controlling a process, it is recommended that you do
not perform any downloads for this tutorial unless you understand the impact of doing so.

Note
You must load and assign the controller licenses before downloading the modules to the
controller.

Related information
Configuring the hardware

4.12.1 Download the modules

1. Open (or restore) DeltaV Explorer and open System Configuration → Physical
Network → Control Network → CTLR1 (or your controller name) → Assigned
Modules. (This shows you all the modules you have assigned to the controller.)
2. Select and right-click Control Network, and then select Download → Control
Network.

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3. When asked, confirm that you want to proceed with the download.
4. When asked, confirm that you want to check the configuration.
A window opens to show you the progress of the download and to let you know
when it is complete.

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5. When the download is complete, click Close.

6. Quit DeltaV Explorer and any other DeltaV applications you have open.

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5 Learning about DeltaV Live

DeltaV Live is the name for both the suite of applications as a whole (DeltaV Live
Administration, Graphics Studio, and DeltaV Live) and the operator environment.

5.1 DeltaV Live applications

As part of a DeltaV system, DeltaV Live offers applications for creating operator displays,
running the operator environment, and managing operator workstations, diagnostic
information, and configuration databases. These applications provide functional parity
with DeltaV Operate, as well as offer new features and added value.
The DeltaV Live suite includes the following applications:

DeltaV Live component Installed on . . . Description

DeltaV Live Administration ProfessionalPLUS Provides the tools for
Operator Station managing DeltaV Live
workstation configuration,
health maintenance, events,
SQL data sources, and
configuration databases.
Graphics Studio ProfessionalPLUS Provides the configuration
Operator Station tools for creating and
managing all DeltaV Live
graphics configuration, as well
as the configuration library for
reusable and shareable DeltaV
Live components.
DeltaV Live ProfessionalPLUS1 Provides the DeltaV Live
Operator Station 1 environment for process
control operators to monitor
and control their plant
processes.

1 Also supported on configured Remote Client (terminal) Sessions served by this node type.

The DeltaV Live configuration database, which stores all DeltaV Live graphics
configuration for a DeltaV system, resides on the ProfessionalPlus.

5.1.1 DeltaV Live Administration overview

DeltaV Live Administration provides the administrative and health maintenance tools for
managing DeltaV Live workstations and the DeltaV Live Configuration Server.
You can do the following from this application:
• Manage DeltaV Live workstations and remote client sessions from a centralized
location
• View DeltaV Live diagnostic information

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• View configuration deployment events for DeltaV Live

• Manage configuration databases, including the following tasks:
— Create new database
— Delete existing database
— Copy an existing database
— Export or import a database
— Rename a database
— Start and stop database servers
— View active database connections
— Switch the current active database

5.1.2 Graphics Studio overview

Graphics Studio is used to build, preview, and test graphics configuration such as layouts,
displays, or themes. All graphics configuration is stored in a configuration database and
managed through a folder system in Graphics Studio.
Graphics Studio also provides configuration libraries for organizing and managing graphics
configuration such as languages, themes, standards, and so forth, which are used to
customize operator displays and the operator environment. These configurations can also
be reused within a DeltaV system or exchanged, through import and export, between
other DeltaV systems. Reusable configurations promote consistency between applications
and improves efficiency of the ongoing configuration effort.

5.1.3 DeltaV Live overview

DeltaV Live is the environment from which plant operators monitor and control their plant
processes. It provides a customizable interactive experience that presents both real-time
and historical information for operations supervisory staff, engineers, and production
management.
DeltaV Live can be used on its own or in conjunction with DeltaV Operate. However, for
operation purposes, Emerson recommends the following:
• Do not run both DeltaV Live and DeltaV Operate run at the same time on the same
session.
• Do not run multiple instances of DeltaV Live at the same time on the same session.
These recommendations apply only to running your plant and not to engineering
purposes. (A session represents a single user's logon session on a workstation, which can
be either a remote client session or a console session.)

5.2 DeltaV Live terminology

The following terms or features are either new in DeltaV Live (did not exist in DeltaV
Operate) or are known by another name in DeltaV Operate.

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DeltaV Live Term DeltaV Live description DeltaV Operate term

DeltaV Live The name of the suite of applications Not applicable
(DeltaV Live Administration, Graphics
Studio, and DeltaV Live).
DeltaV Operate Runtime
The name of the operator environment
application included in the DeltaV Live
product.
Graphics Studio The name of the graphics configuration DeltaV Operate Configure
application included in the DeltaV Live
product.
Graphics configuration Refers to all graphics configuration in Objects
DeltaV Live:
• graphic elements
• displays
• contextual displays
• layouts
• languages
• themes
• GEM classes
• templates
• standards
• functions

Languages Define the language-specific content for New in DeltaV Live

configurable strings that exist within a
DeltaV Live configuration database.
DeltaV Live supports the use of multiple
languages for all configurable string
content that appears in DeltaV Live
display configuration and online displays.
This language-specific content allows
different operators to see the same
DeltaV Live display, in the same DeltaV
system, with their preferred language
content.
Themes Refer to a set of theme-specific values Themed color sets
that can be used in place of standards,
allowing the same graphics configuration
to appear differently on different
workstations or at different times on the
same workstation. Themes can be
created for entire displays, including all
graphic elements contributing to the
display.

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DeltaV Live Term DeltaV Live description DeltaV Operate term

GEM classes A graphic element used to represent Dynamos
process control equipment or other
objects on a display. A GEM class
provides a means to define common
appearance and behaviors for the linked
GEMs created from a GEM class.
Linked GEMs An instance of a GEM class that has been Not applicable
added to a display, contextual display, or
other GEM and remains linked to its GEM
class. When a GEM class is modified and
saved, all GEMs linked to it are
immediately updated with the changes.
Unlinked GEMs An instance of a GEM class that has been Instance of a dynamo on a
added to a display, contextual display, or display
other GEM, and that has been unlinked
from that GEM class. An unlinked GEM
does not receive updates from the GEM
class it was created from.
Library items Refer to all graphics configuration or Not applicable
components contained in configuration
libraries (GEM classes, templates,
standards, and functions).
Templates Provide a starting point for creating new Layout files (applies to
displays and layouts and a means to layout templates only)
define a common appearance and All other templates are
behavior for a group of displays or new to DeltaV Live
layouts.
Standards Values that can be referenced by Global variables
properties on displays, layouts, GEM
classes, or graphic elements, and provide
a means to ensure a consistent graphics
appearance within a DeltaV Live system.
Library functions (library Conversion logic that can be referenced Look up tables and
animations) by properties in display, layouts, GEM animation tables
classes, or graphic elements. Library
functions provide a means to create logic
that converts values of one type into
values of a different type.
Displays Present process information to operators Pictures
in DeltaV Live and provide them with a
means to take typical actions affecting
that part of the process, such as
responding to alarms.
Various levels of displays can be created,
with each display level presenting a
different level of detail, thus providing
operators with situational awareness
over some part of the process through a
hierarchical set of displays.

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DeltaV Live Term DeltaV Live description DeltaV Operate term

Contextual displays Displays whose content varies depending Faceplates, detail displays,
on the context in which they are opened. and trend displays
Examples of contextual displays include
faceplates, details displays, Batch
controls, and so forth.
Display sets Define the collection of displays that are Not applicable
available on a designated operator
workstation. The displays within a display
set are intended to match the specific
responsibilities of the control room they
are used in and the operator roles for
which they are created.
Display sets also provide built-in
navigation tools that help operators
efficiently navigate their displays.
Layouts Arrange and purpose regions of the Layouts
available display surface on workstations
and remote client sessions.
Variables Provide a means to reuse, or share, Local variables
property values or other data through
graphics expressions or scripts.
Variables are created on a display, layout,
group, or GEM class, and can be
referenced from any element on its
containing display, layout, group, or
GEM.
Graphic elements The graphics components used to build Objects added to a display
displays, contextual displays, and
layouts.
Screens Graphic elements that define the total Not applicable
available space in a layout and serve as
containers for display frames. Each
screen represents the size and relative
position of an operator's physical
monitor.
Display frames Graphic elements that divide a screen's Not applicable
available real-estate into regions and
designate which level of displays open in
each region.
Display frames also provide the
configuration options for a layout's
automatic display routing and
coordination, which allows you to
customize which displays open in each
region and how operators navigate
between them.

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DeltaV Live Term DeltaV Live description DeltaV Operate term

Publishing A direct action performed by users that Download
authorizes configurations to be
deployed, as soon as possible, for use
into the online environment.
Configurations that must be deployed to
the online environment, either after
users create or modify them, include
graphics configuration, library items, and
DeltaV Live Workstation configurations.
Interactions A collection of actions that define how Events
DeltaV Live users can interact with
graphics on running displays. Graphics
Studio provides the means to customize
these interactions through an
Interactions tab in the Graphics
Configuration pane.
Alarm List graphic A graphic element used on displays to Alarm Summary Active X
elements show the active alarms in operators' controls
scopes of responsibility and provide the
means for them to respond efficiently to
these alarms.
Batch controls A graphic element used on displays to Batch controls
represent a Batch control.

Note
Items that did not exist in DeltaV Operate may still be imported as a DeltaV Live item. See
the topic on converting configuration from DeltaV Operate to DeltaV Live for more
information.

5.3 Managing DeltaV Live workstations

DeltaV Live workstations are managed and configured through Workstation Management,
which can be opened either from DeltaV Live Administration or the Graphics Studio
ribbon. The Workstation Management dialog lists all downloaded DeltaV workstations and
remote client sessions in the system. In order for a DeltaV workstation or remote client
session to run DeltaV Live software and participate in DeltaV Live configuration
deployment (publishing), it must be enabled as a DeltaV Live workstation. DeltaV
ProfessionalPLUS workstations are enabled as DeltaV Live workstations by default and
always remain enabled; their status cannot be changed. Other workstations/sessions that
need to run DeltaV Live must be manually enabled as DeltaV Live workstations. When
enabling or disabling remote client sessions for DeltaV Live, their host Operator Station
must first be enabled or disabled for DeltaV Live.
Several DeltaV Live settings can be configured for each DeltaV Live workstation and
remote client session. These settings include choosing the mode in which DeltaV Live
starts, the layout to be used, the display sets to be available, and the themes to be
available. These settings are specific to each workstation and remote client session. For
workstations only, you can also configure which operator application/s to use, the
FlexLock settings, and the Ctrl+Alt+Del Screen Local Policy settings. Remote client

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sessions, however, inherit these settings from their server host; therefore, these settings
cannot be configured for individual remote sessions.
The following table summarizes which settings can be configured for workstations and
which settings can be configured for remote client sessions:

DeltaV Live setting Workstations Remote

client
sessions
The operator application to use YES NO
on this workstation
FlexLock settings. YES NO
(if using DeltaV Live only)
Ctrl+Alt+Del Screen Local Policy YES NO
settings.
(if using DeltaV Live only)
The mode in which DeltaV live YES YES
starts (Full Desktop or
Window).
The layout, display sets, and YES YES
themes to be available on the
selected workstation

Configuration updates to DeltaV Live-enabled workstations/sessions must be saved and

published before they can be deployed online. If you disable or remove a DeltaV Live-
enabled workstation and publish its configuration, DeltaV Live closes on that workstation
and notifies the user that the workstation is not set up to run DeltaV Live. DeltaV Live
workstation configuration can also be imported and exported through Workstation
Management.
To provide a more secure operating environment, a DeltaV-enabled workstation can be
configured as a dedicated-purpose operator station, limiting operators to the DeltaV Live
application and to those applications available to the user through DeltaV Live. When the
user logs on to a dedicated-purpose operator station, it automatically switches to the
DeltaV Desktop and launches directly into DeltaV Live. Creating a dedicated-purpose
operator station involves a number of recommended workstation settings and best
practices. See this topic's subtopic for more details on configuring this type of workstation.
Notes
• If you are using both DeltaV Live and DeltaV Operate, you must configure the FlexLock
settings in the FlexLock Application.
• DeltaV Live applications are supported only on ProfessionalPlus and Operator
workstations. They are not supported on Application Stations, Remote Operator
Stations, Remote Application Stations, or Inter-Zone Servers.

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WARNING
For operation purposes, Emerson recommends the following:
• Do not run both DeltaV Live and DeltaV Operate run at the same time on the same
session.
• Do not run multiple instances of DeltaV Live at the same time on the same session.
These recommendations apply only to running your plant and not to engineering
purposes. (A session represents a single user's logon session on a workstation, which can
be either a remote client session or a console session.)

5.3.1 Creating a dedicated-purpose operator station

A dedicated-purpose operator station immediately launches DeltaV Live when the user
logs on and provides the user with access to only DeltaV Live, unless explicitly configured
to do otherwise. Creating a dedicated-purpose operator station involves a number of
recommended workstation settings (configured in Workstation Management) and best
practices.

Recommended workstation settings

The following workstation settings are configured in Workstation Management:
• DeltaV Live starts in — Select Full Desktop mode
• Using DeltaV Live only — Select this option
— FlexLock Settings — Select the Autorun DeltaV Live check box

Recommended best practices

• Choose a layout suitable for full desktop use on that workstation.
• In the chosen layout, review the configuration for each screen's menu bar and verify
that the desired buttons are selected.
• Use caution in creating displays that provide the means to launch other applications
(such as through button or data link interactions).

5.4 Working in Graphics Studio

5.4.1 The Graphics Studio user interface
The Graphics Studio user interface (UI) contains three main areas: the ribbon, the Explorer
view, and the Documents workspace. The following sections provide more detail about
each area of the UI.

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Graphics Studio ribbon

The ribbon, similar to the Microsoft ribbon, contains a menu bar that provides quick access
to commonly used commands and tasks. The tab selected in the ribbon determines the
available menu bar options. (See the topic called The Graphics Studio ribbon for all of the
available commands and tasks.)

Application The Application Preferences menu, located in the upper right corner
Preferences of the ribbon, provides the menu selections for changing the
menu measurement unit, theme, or display configuration language used in
Graphics Studio.

Graphics Studio Explorer view

The Explorer view provides a folder system for organizing and managing all items in your
DeltaV Live configuration database. This view contains two panes, the Graphics Explorer
pane and the Library Explorer pane. These panes can be floated, moved, or docked to
another location on the interface, or docked as tabs in the Documents workspace view.
Double-click an item in the Explorer view to open it as a document tab and see its contents
in the document editing area.
By default, the Explorer panes share the same space on the UI; to switch between panes,
click the tabs at the bottom of the pane. The Explorer panes also share some ribbon
commands, such as the New command; therefore, to perform certain operations, the
appropriate pane must be selected as active.

Graphics The Graphics Explorer pane provides a folder system for organizing and
Explorer managing displays, contextual displays, display sets, and layouts. This pane
pane contains a permanent, top-level folder for each type of configuration.
Additional subfolders can be created under each configuration's permanent
folder.
You can do the following from the Graphics Explorer pane:

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• Create graphics configuration and subfolders (under their respective

folders)
• Rename graphics configuration and user-created folders
• Move graphics configuration and user-created folders
• Delete graphics configuration and user-created folders
• Search for displays, display sets, contextual displays, or layouts by name.
In the Search field, enter the character or characters for which you want
to search. All elements not containing that character sequence are
filtered out. (You cannot search for folder names.)

Library The Library Explorer pane provides a folder system for organizing and
Explorer managing languages, themes, and library items (GEM classes, templates,
pane standards, and functions). This pane contains a permanent, top-level folder
for languages, for themes, and for each configuration library. Each
configuration library contains a permanent folder for each type of library
item.

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You can do the following from the Library Explorer pane:

• Create new configuration libraries
• Create subfolders under each library item's root folder
• Add new languages, themes, GEM classes, templates, standards, and
functions (under their respective folders)
• Rename configuration libraries, library items and user-created folders
• Move library items and user-created folders
• Delete library items and user-created folders
• Search for GEM classes, templates, standards, or functions by name. In
the Search field, enter the character or characters for which you want to
search. All elements not containing that character sequence are filtered
out. (You cannot search for folder names.)

Graphics Studio documents workspace

The documents workspace is where you view and edit the content of the selected
configuration, container, or folder. This view contains the Palette pane, Selection pane,
Graphics Configuration pane, document editing area, and document tabs.

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The documents workspace contains the Palette pane, Selection pane, Graphics
Configuration pane, document editing area, and document tabs. The panes in this view
can be floated, moved, or docked in another location of the interface, or docked as tabs.

Selection The Selection pane is available when a display, contextual display, layout, or
pane GEM class is active in the document editing area. This pane hierarchically
lists all elements that are on the active configuration (in the document
editing area), and provides another means for viewing, selecting, and
commanding these elements. Right-click on any element in this pane to
open a context menu, from which you can do the following:
• Select elements
• Cut, copy, and paste elements
• Delete elements
• Rename elements
• Hide or show elements on the document editing area
Hiding elements that you are not currently working with reduces clutter
in the editing area.
• Lock or unlock elements on the document editing area
Locking elements prevents them from being moved, which allows locked
elements to remain unaffected while grouping and moving unlocked
elements.
• Convert an element or elements to a group or GEM
The Selection pane also provides a Search tool through which you can
search the names of all elements in the active configuration. In the Search
field, enter the character or characters for which you want to search. All
elements not containing that character sequence are filtered out.
By default, the Selection and Palette panes share the same space on the UI;
to switch between panes, click the tabs at the bottom of the pane.
Additionally, the Selection pane can be opened from the following ribbon
commands:
• View → Panes
• Home → Editing
• Format (Drawing Tools) → Arrange (when an element is selected on a
display or GEM class)

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Palette The Palette pane contains the graphic elements available for adding to
pane layouts, displays, and GEM classes. This pane is divided into groups (palettes)
of similar elements. The elements available in this pane depend on the type of
graphics configuration selected as the active tab. Drag and drop an element
from the Palette pane onto the editing canvas to create an instance of the
element.
The Palette pane also provides a Search tool through which you can search the
names of all elements in the Palette pane. In the Search field, enter the
character or characters for which you want to search. All elements not
containing that character sequence are filtered out.

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Quick Access Toolbar

In addition to the three main areas, the Graphics Studio UI also contains a Quick Access
toolbar that provides permanent visibility for commonly used commands such as Save,
Undo, Redo, and Publish. This toolbar is located by default in the upper right corner of the
UI, but it can be relocated to just below the ribbon from the toolbar's right-click context
menu. To add ribbon commands to the toolbar, right-click on the desired command and
select Add to Quick Access Toolbar. You can remove commands from the toolbar from its
right-click context menu.

Arranging your Graphics Studio UI

The Graphics Studio UI can be arranged to suit your configuration needs. You can do the
following with each pane:
• Float
• Dock in a different location on the UI

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• Auto hide
• Dock as a tab (document)
• Dock in its original location
• Close it

Graphics Use the Graphics Configuration pane to configure the properties of

Configuration the selected item. The properties are organized into tabs, such as
pane Basics, Text, and Interaction. Each tab then divides the properties into
property groups, such as Fill, Line, and Visibility. Some properties have
a diamond next to them. Clicking the diamond opens a context menu
from which you can animate the property or reference other
configurations. A colored diamond indicates that the property
currently contains an animation or reference.

Document The document editing area provides the space for showing and editing
editing area the content for the active graphic configuration, library item, or folder.
For example, when a display, layout, or GEM class is selected as the
active tab, the document editing area serves as the editing canvas for
adding and manipulating graphic elements. Or, when a library function
is selected as the active tab, the document editing area serves as the
configuration area for the function. Or, when a Languages, Themes, or
library items folder (such as Standards) is selected as the active tab,
the document editing area shows the folder contents. The document
editing area is also where the Translation Guide and Themes Guide
appears.

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Document tabs Document tabs provide another means to alternate between open
configurations. The following behaviors apply to document tabs:
• In the Explorer view, double-click an item to open it as a document
tab.
• When a tab is selected, the contents for that item are active and
editable in the document editing area.
• Tabs remain open until you close them or until you close that
instance of Graphics Studio.

If two panes are sharing the same space on the UI, click the tabs at the bottom of the pane
to switch between them. If you close a pane, you can reopen it from the ribbon's View tab,
using the Pane command's drop-down menu.

5.4.2 Adjusting the Graphics Studio view

Sometimes you may need to adjust the view you are working with in Graphics Studio. Most
of the tools needed to adjust the view are found in the ribbon's View tab.

Arranging panes
All Graphics Studio panes can be arranged to suit your configuration needs. Use the Panes
command in the ribbon to select which panes are active on the user interface. Some
panes, such as the Palette and Selection panes, are available only when a display, layout, or
GEM class is selected as the active tab. Panes can be moved, floated, or docked in other
areas of the interface. When two panes are docked in the same area of the interface, tabs
appear that let you switch between panes. Panes can also be docked as document tabs.

Switching the document editing area view

The normal view for the document editing area shows the content of the active
configuration, but two additional views are also available from the ribbon's View tab >
Views group. When you want to translate strings for multi-language content, or when you
want to view the translated content for all multi-language strings on the active
configuration, you can switch to the Translation Guide view. The Translation Guide is
available only for languages, standards, displays, and GEM classes. Similarly, when you
want to modify a theme, you can switch to the Theme Guide view. The Themes Guide is
available only when the Themes folder is selected as the active tab.

Managing the alignment grid

When creating displays or GEM classes, Graphics Studio provides an optional alignment
grid for adding and arranging uniform–sized and evenly–spaced graphic elements. When
the grid is enabled, the grid lines guide you in aligning elements to the grid or in relation to
each other.
A Snap to Grid option lets you align elements by snapping them to the nearest grid point.
If this option is disabled, you can still use the grid to visually align objects. You can also
define the spacing between grid lines.

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Zooming in and out

When working on displays, layouts, or GEM classes, Graphics Studio provides various zoom
tools to help you adjust the appearance of the content on the editing canvas. Zooming in
lets you work on detailed areas of your picture while zooming out lets you work on the
overall structure of the picture.
You can adjust the magnification of the elements on the editing canvas using the ribbon's
Zoom command, the Zoom slider in the bottom right corner of the status bar, or your
mouse wheel. To use the mouse wheel, press Ctrl+mouse–up to zoom in and Ctrl+mouse–
down to zoom out.
If you adjust the window size of the editing canvas, you may want the elements on your
configuration to be accurately represented within the new window size. Use the Fit To
Window command to fit the elements to the new window size. The picture is adjusted to
the new window size such that the elements in the configuration are the same size relative
to the new window.
If you want to zoom in on a particular region of the editing canvas, use the ribbon's Zoom
to Region command. If the scale factor does not allow you to see all of the content, scroll
bars are added to the pane.
Note: If the area available for editing changes, the current scale factor persists until you
choose a different scale factor.

Filtering interaction regions

On displays, layouts, and GEM classes, you can use the Interaction Regions command to
see which elements on that configuration have configured interactions.

5.4.3 Using the Graphics Configuration pane

Displays, layouts, GEM classes, and graphic elements have a collection of fixed properties
that let you define the online appearance and behavior of each display, layout, GEM class,
and element. These properties are configured in the Graphics Configuration pane. Each
tab then divides the properties into property groups, such as Fill, Line, and Visibility. Some
properties have a diamond next to them. Clicking the diamond opens a context menu
from which you can animate the property or reference other configurations. A colored
diamond indicates that the property currently contains an animation or reference.

Graphics Configuration pane tabs

The Graphics Configuration pane is divided into tabs, with each tab containing property
groups that group similar properties. The most common tabs are:
The Basics tab The Basics tab is included on all configurations and elements, and is
where you define the metadata and general appearance and behavior
of that configuration or element. This tab includes property groups
such as Information, Fill, and Geometry.
The Text tab The Text tab is included on any element that contains text, such as a
text element, button, or data link, and is where you configure the font
and alignment for that text. This tab includes property groups such as
Alignment and Text.

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The Interaction The Interaction tab is included on layouts, displays, GEM classes, and
tab certain elements. This tab is where you define how DeltaV Live users
interact with graphics on a running display, including trigger actions,
triggered behaviors, event scripts, and interaction regions (area). This
tab includes property groups such as Interaction and Interaction
Region.
The Variables The Variables tab is included only on displays, contextual displays,
tab layouts, GEM classes, GEMs, and groups. This tab is where you add and
configure the variables you want available on one of these graphics
configuration.

Some elements and graphics configuration have additional tabs that let you define a
component on the element, such as a menu bar on a screen or a toolbar on an alarm list.

Property types
The type of property determines the possible values the property can accept as well as the
method for configuring the property. The following list describes all of the property types:

Boolean A two-state property, True or False. A Boolean value may be defined

through one of the following means:
• Literal value
• Simple animation
• Boolean-type library animation
• Reference to a Boolean-type standard
• Reference to Boolean-type graphics variable

Color A value representing a solid, opaque color or the No color value. A

color value can be defined through one of the following means:
• Literal value
• Blink animation
• Color-type library animation
• Reference to a color-type standard
• Reference to color-type graphics variable

Control tag A language-neutral string that holds the name of a DeltaV module/
device/node. A control tag string provides for more precise
configuration verification, use for "tags referenced" reports, and a
specialized path-browsing experience.
A control tag is not animate-able.
Degree A floating point value representing an angular measurement in
degrees, ranging from -360 through 360.
The degree value can be defined through one of the following means:
• Literal value

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• Reference to a degree-type standard

• Reference to degree-type graphics variable

Display A reference to a display. A display reference cannot reference

reference contextual displays.
A display reference is not animate-able.
Floating point A double precision number.

Font A font property specifies these combined characteristics:

• Font family name (string)
• Size (measurement)
• Bold (Boolean)
• Italic (Boolean)
• Underline (Boolean)
• Strikethrough (Boolean)

Function block A reference to a block in a DeltaV module/device/node. This reference

reference is a language-neutral, partial-path string that provides more precise
configuration verification and a specialized path-browsing experience.
A function block reference is not animate-able.
Graphics A reference to a block in a DeltaV Module/Device/Node. This reference
expression is a language-neutral, partial-path string that provides more precise
configuration verification and a specialized path-browsing experience.
A graphics expression is not animate-able.
Image A reference to an image-type standard.
An image reference is not animate-able.
Integer A literal whole number used in graphic elements for various purposes.
Its value constraints are determined by the specific property.
Measurement A literal floating point value representing a linear measurement.
Measurement values are automatically converted and displayed, or
accepted as input, according to the measurement unit currently
selected in Graphics Studio.
A measurement value can be defined through one of the following
means:
• Literal value
• Simple animation
• Measurement-type library animation
• Reference to a measurement-type standard
• Reference to measurement-type graphics variable

Multi–language A configured string that can hold a variation for each supported
string database language.

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A multi-language string can be defined through one of the following

means:
• Literal string
• Reference to a multi-language, string-type standard
• Reference to multi-language, string-type graphics variable
Certain multi-language string-type properties, such as tooltips, can be
configured with dynamically resolved substrings.
Parameter A subset of a graphics expression-type property that resolves to a
reference single DeltaV parameter.
Examples of a parameter reference:

DLSYS["FIC-101/PID1/SP"]

DLSYS[Grp.ModuleName + "/PID1/OUT.CV"]

A parameter reference is not animate-able.

Percentage A literal floating point value representing a percentage value ranging
from 0.0 through 100.0.
A percentage value can be defined through one of the following
means:
• Literal value
• Simple animation
• Reference to a percentage-type standard
• Reference to percentage-type graphics variable

Scale A subset of a graphics expression-type property that resolves to a

single DeltaV scaling parameter.
A scale property also contains a means to configure a default EU0 and
EU100, as well as the engineering units and decimal point values to
use if the scale path is not configured or cannot be read.
Examples of a scalar graphic expression:

DLSYS["FIC-101/PID1/PV_SCALE"]

DLSYS[Grp.ModuleName + "/ALM1/IN_SCALE"]

A scale is not animate-able.

Selection A drop-down list containing a pre-defined set of options from which
the user can select.
A selection property is not animate-able.
String A language-neutral string that does not hold variations for supported
database languages.

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Writable Either a subset of a parameter reference property or a language-

Variable neutral reference to a writable graphics variable.
reference A writable variable reference is not animate-able.

Diamond context menu

The context menu may include some or all of the following options, depending on the
property type:

Static
Value
Set to This menu option is available on a property that is already
Static configured as an animation or reference. Select this option
Value to remove the animation or reference and return the
property to a static value.

Animations

Animation Select this option to create a simple animation for this

property type. Simple animations can be created on
Boolean, percent, measurement, degree, and font property
types. For this type of animation, configure any of the
following properties that apply to that property type:
Value / Fill Enter the expression that resolves to the
DeltaV parameter value to be animated.
Default Select the value to use when the animation
value logic is unable to resolve to a usable dynamic
value.
Scale Enter the path that resolves to the desired
scaling parameter.
Default Enter the upper and lower scale
Scale values, engineering units, and
number of decimals for the
default scale. The default scale
is used if the expression cannot
be resolved.

Fill Select how you want the fill to behave on the

behavior element.
• 0% to Fill%: Fills the element from the
bottom of the element to the default fill
percent.
• Fill% to 100%: Fills the element from the
default fill percent to the top of the
element.
• Fill1% to Fill2%: Fills the element from Fill
value 1 to Fill value 2.

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Start Point Enter the measurement to be used when the

value is at 0% of Scale.
End Point Enter the measurement to be used when the
value is at 100% of Scale.
Degree Enter the degrees boundaries for the fill
Bounds color.
Direction Select whether you want the fill to move
clockwise or counterclockwise.
Alternate Select the font to use when the alternate
Font font condition is true.
Alternate Enter an expression that defines the
Font condition under which the text uses the
Condition alternate font.
When the expression is false or unresolvable,
the default font is used.

Blink Select this option to create a blink animation on a color

Animation property. Configure the following properties:

Alternating Enter an expression that defines the

Color condition under which the blinking
Condition behavior occurs. When the condition is
true, the color alternates between the On
Color and Off Color.
When the expression is false or
unresolvable, the default color is used.
On Color Select the color to use during the 'on time'
duration of the blink style cycle.
Off Color Select the color to use during the 'off time'
duration of the blink style cycle.
Blink Style Choose whether you want the element to
use the Standard Blink Rate or the Alternate
Blink Rate. The blink rate for each blink
style is defined in a Layout's Styling tab.
The default for a standard blink rate is 500
milliseconds.
The default for an alternate blink rate is
125 milliseconds.
Default Color Select the color to use when the
alternating color condition is false or
unresolvable.

Library Select this option to reference a library function of this

Animation property type. When you reference a library function,

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additional properties appear that let you override the default

value (Default property value) and sometimes the input
value (Value) in the referenced function. These override
values apply only to that property on that element.

Standards

Browse for Select this option to reference an existing standard value.

Standard After selecting this option, use the browser window to
browse to the desired library and standard.
New Standard Select this option to create a new standard of the same
type. You can then reference the new standard from the
Diamond context menu.

References

Variables Select this option to reference a compatible variable

existing on the containing graphics configuration.
GEM Select this option to reference a GEM configuration
Configuration property. (Only custom properties can be selected.)
Properties This option appears on the context menu only on
elements nested inside a GEM class or GEM (linked or
unlinked).
To reference an existing custom property, select GEM
Configuration Properties → <GEM property>.
On GEM classes and unlinked GEMs only: To create and
reference a new custom property, select GEM
Configuration Properties → New Property.
After selecting New Property, a new property of the
type from which it was created is added to the
unlinked GEM's or GEM class's GEM Configuration
Designer. Additionally, the property field automatically
populates a reference to the new property.
On GEM classes, you can modify the default value of
the new property in the GEM Configuration Designer.
On unlinked GEMs, you can modify the value of the
new property in the GEM's Basics tab.
Browse for Select this option to reference a variable existing on
Reference the containing display or GEM class, or on any GEMs or
groups on the display or GEM class.

GEM This section appears on the context menu only when this element is nested
Overrides inside a linked GEM.
Override Select this option to create an override on this property.
When the property is overridden, it stops tracking the GEM

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class's value for this property and uses the override value
instead.
When you create an override from the context menu, the
value does not automatically change. You can still modify
the value here or on the Overrides tab.
Remove Select this option to remove the override on this property.
Override When the override is removed, the property once again
tracks the GEM class value.

5.5 DeltaV Live tutorials

The DeltaV Live tutorials walk you through a general overview of creating and preparing
the graphics configuration and workstation configuration for an operator workstation.
You will learn the basic concepts needed to do the following:
• Create and configure a layout
• Build the basics of an operator display
• Confirm that your graphics configuration is ready to deploy online
• Deploy your graphics configuration online

5.5.1 Create and configure a layout

DeltaV Live layouts arrange and purpose regions of an operator's available screen real-
estate and define which displays should appear in each region. The display surface of a
layout can be either a single screen (monitor) or an entire video desktop that includes
multiple screens. Layouts can also include multiple main graphics on a single large display,
such as a large screen 4k display or a high-resolution wall-sized display. Layouts can also be
designed accordingly for smaller screen devices or production floor HMI panels or stations.
Layouts are created based on monitor size and automatically resize to fit varying monitor
sizes, allowing you to create one-size-fits-all displays rather than an individual display for
each monitor size. Screens, which are graphic elements that represent an operator's
physical monitors, define the total available layout space. Display frames, which are
graphic elements that represent regions on a screen, are used to arrange a screen's
available real-estate into regions and designate which level of displays open in each
region.
This topic covers the following procedures:
1. Creating a new single-monitor layout
2. Configuring the layout properties
3. Configuring the screen properties

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4. Configuring the display frame properties

Create a single-monitor layout

Layouts are created, configured, and managed in Graphics Studio, then published and
assigned for use on DeltaV Live-enabled Operator Stations and remote client sessions. You
can either build a custom layout from scratch or create a layout from a library template.
Custom layouts start with a blank layout on which you add the desired number of screens
and display frames, and then configure them as needed. Layout templates provide the
screens, display frames, and recommended configuration. You can, however, modify
templates as desired.
We are going to use a library template to create this layout.
1. Launch Graphics Studio from the Start menu (Start → DeltaV Engineering →
Graphics Studio).
2. In the Explorer view, select the Graphics Explorer pane as the active pane.
3. On the ribbon's Home tab, in the Graphics group, click New → Layout → 16 x 9
Single Monitor Layout.
The new layout opens as a document tab and becomes available for editing in the
document editing area. It is also added under the Layouts folder in the Graphics
Explorer pane. Note that the layout name defaults to Layout1.
4. At the top of the Graphics Configuration pane, click inside the name field and
rename the layout to LytPractice.
5. Click Enter to exit the name field.

Configure the layout properties

1. In the Selection pane, verify that the layout is the selected graphic. (Click the
Selection Pane tab to switch panes.)
2. In the Graphics Configuration pane, in the Information property group, enter
Layout Practice in the Title field.
3. In the Background property group, observe that the Color property references a
library standard called, S_DispBackColor."
4. Click the diamond next to the Color field and select Set To Static Value from the
context menu. Setting the value back to a static value removes the reference and
allows you to modify the value.
a) Click the Color drop-down arrow and select a new color.
b) Observe that the layout background change colors.

5. Click the Color diamond again and select Browse for Standard.
a) Use the Browse dialog's Search field to easily find the S_DispBackColor
standard (enter some part of the name, such as DispBack).
b) Double-click the standard in the Name list.

6. In the Graphics Configuration pane, select the Styling tab.

a) Observe that many of the styling properties are already configured for you.

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Note
All layout template properties reference the same standards. Therefore, if
you created all layouts from a template, their appearance would be
consistent.

7. In the Graphics Configuration pane, select the Interaction tab.

a) Observe the script in the OnOpen property field. To see the entire script, click
inside the OnOpen field and press the down arrow key. Or, click the Edit
Script icon ( ) to open the Script Assistant and view the script there.

8. Note that the LytPractice tab has an asterisk next to its name. The asterisk indicates
that the layout has changes pending, and that it needs to be saved.
9. Click the Save icon in the Quick Access toolbar. Or, press Ctrl+S to save.

Configure the screen properties

A screen element is the layout element on which a menu bar is configured. A menu bar
provides access to alarm displays, commonly accessed DeltaV applications, alarm displays,
and other helpful tools. A layout must have at least one menu bar.
1. In the Selection pane, select Screen1.
2. In the Graphics Configuration pane, select the Menu Bar tab.
3. Attempt to deselect the Menu Bar is present on this screen checkbox.
a) Note that you cannot deselect it because a layout must have at least one
menu bar. If this layout contained multiple screens, only one screen would be
required to have a menu bar present.

4. Expand the Standard Buttons property group. The checked boxes indicate the
buttons that will be present on the menu bar.
a) Deselect the Batch Operator Interface and Batch History View check boxes.
b) On the editing canvas, observe that these buttons disappear from the screen.

5. Save the layout.

Configure the display frame properties

A display frame element is the layout element on which a navigation bar is configured. A
navigation bar provides tools for navigating between the displays available on that
workstation. A layout must have at least one navigation bar.
1. In the Selection pane, select the Main1 display frame.
2. In the Graphics Configuration pane, in the Display Frame property group, observe
the property selections.
a) Frame Type is set to Dynamic so that multiple displays can be opened in this
frame.
b) Initial Display is set to Named Display, which allows you to choose the initial
display that will open in this frame when DeltaV Live is launched. Currently,
Initial Display is configured to open the display named DeltaV.

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c) In the Initial Display field, note that the display name is a hyperlink.
d) Press Ctrl and click the link to open the DeltaV display as a document tab.
e) Close the DeltaV document tab by clicking the X next to its name.

3. In the Navigation Bar property group, note that this display frame has a navigation
bar enabled.
4. In the Graphics Configuration pane, in the Automatic Display Coordination
property group, observe that this display frame is configured to automatically open
displays of any level, as well as other displays.
5. In the Selection pane, select the AlarmBanner1 display frame.
6. In the Graphics Configuration pane, in the Display Frame property group, observe
the property selections.
a) Frame Type is set to Static so that the Alarm Banner stays visible at all times
in that display frame, and no other displays can open in this frame.
b) Initial Display is set to Named Display, and configured to open the
AlarmBan_b_HAC display.

7. In the Navigation Bar property group, note that this display frame does not have a
navigation bar enabled. Because this frame will not have a navigation bar, the
Automatic Display Coordination property group does not appear in the Graphics
Configuration pane.
8. Save the layout.

5.5.2 Build an operator display: The basics, Part 1

Operator displays present process information to operators in DeltaV Live and provide a
means for operators to take typical actions affecting that part of the process, such as
responding to alarms. If included in a display set, displays can allow operators to easily
view related content and maintain situational awareness over some part of the process,
through the display set's navigation hierarchy. Displays are built using graphic elements
such as shapes and GEMs.
This topic covers the following procedures:
1. Creating a new operator display
2. Configuring the display properties
3. Adding graphic elements to the display and working with those elements

Create a display
Displays are created, configured, and managed in Graphics Studio, then published and
assigned for use on DeltaV Live-enabled Operator Stations and remote client sessions. You
can create a display from either a blank canvas or a library template. In this exercise, we
will be using a library template to create a layout.
1. In the Explorer view, select the Graphics Explorer pane as the active pane.
2. On the ribbon's Home tab, in the Graphics group, click New → Display → Level 1
Display.

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The new display opens as a document tab and becomes available for editing in the
document editing area. It is also added to the Displays folder in the Graphics
Explorer pane. Note that the display name defaults to Display1.
3. In the Graphics Explorer pane, select Display1.
4. Press F2 to activate the name field.
5. Rename the display to DspPractice.
6. Press Enter.

Configure the display properties

Use the Graphics Configuration pane to configure DspPractice's size, appearance, and
events.
1. In the Graphics Configuration pane, in the Information property group, enter
Display Practice in the Title field.
2. In the Description property, remove the word, Template, from the description.
3. In the Background property group, observe that the Color property references a
library standard called, S_DispBackColor.
4. Click the diamond next to the Color field and select Set To Static Value from the
context menu. Remember that setting the value back to a static value removes the
reference and allows you to modify the value.
a) Click the Color drop-down arrow and select a new color.
b) Observe that the display background changes colors.

5. Click the Color diamond again and select Browse for Standard.
a) Use the Browse dialog's Search field to easily find the S_DispBackColor
standard (enter some part of the name, such as DispBack).
b) Double-click the standard in the Name list to populate the Color reference.

6. Save the display.

Add elements to the display

In this exercise, we will add some commonly used graphic elements to our display and
explore some things you can do with these elements. Elements are added to the
document editing area from the Palette pane.
1. If the Palette pane is not active, click the Palette pane tab.
2. Add a rectangle element to the display (Rectangle1).
a) Expand the Shapes palette.
a) Scroll through the shapes until you find the Rectangle element.
b) Drag and drop a rectangle element onto the editing canvas, in the display
area.
c) With Rectangle1 selected (note the white adorner circles around the
rectangle), observe that the Graphics Configuration pane is populated with
the Rectangle1 properties.

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d) Explore changing the rectangle properties, such as Fill Color, Fill Percent,
Line Color, and Line Thickness.

3. Add a line element to the display (Line1).

a) From the Palette pane, drag and drop a line element onto the display.
b) Select a Line1 endpoint and drag it to Rectangle1, hovering over the
rectangle.
c) Note the red connection points that appear. Attach the Line1 endpoint to a
red connection point.
d) Select the rectangle and move it around the display. Observe that the line
endpoint remains connected to the rectangle.

4. Add a new horizontal line to the display (Line2).

a) From the Palette pane, drag and drop a second line element onto the display.
b) In the Graphics Configuration pane, note the Line2 properties in the Line
property group.
c) Explore setting different values for these properties. For example: Arrow End
Type = Normal, Arrow End Size = Medium, and so forth.

5. Add a new vertical line to the display (Line3).

a) From the Palette pane, drag and drop a third line element onto the display.
b) Rotate Line3 by pressing the Shift key and rotating the line with the mouse.
The Shift key forces the line to snap at 45-degree increments, according to
the mouse direction.
c) Set Line3's Crossover Effect property to Gap.
The crossover effect is designed to automatically detect where lines intersect
and show that intersection as a gap or jumper on the line that has the
property enabled.

d) Drag a Line3 endpoint to intersect with Line2 (use the Shift key to maintain a
straight line). Observe the automatic gap that is created.

6. Add a connector to the display (Connector1).

The connector element is not available in the Palette pane, but is added to a display
from the ribbon. If a display element is selected, a connector is added from the
Format / Drawing Tools tab. If the display area is selected, a connector is added
from the Insert tab. When adding a shape from the ribbon, use a 'select and click'
rather than 'drag and drop' action.
a) In the ribbon, select the connector shape and then click anywhere in the
display.
b) Observe that the connector element has similar properties to the line
element. You can move the intermediate segment of the connector by
adjusting the yellow adorner handle.
c) Select a Connector1 endpoint and drag it to Rectangle1, hovering over the
rectangle.

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d) Note the red connection points that appear. Attach the Connector1 endpoint
to a red connection point.
e) Select the rectangle and move it around the display. Observe that the
connector endpoint remains connected to the rectangle.

7. Add a data link to the display (Datalink1).

One of the most common elements in a display is a data link. Data links show real-
time data from DeltaV by connecting the display element to a DeltaV parameter.
When adding elements to a display, If you do not know in which palette an element
is located and want to find it quickly, you can use the Palette pane's search field to
find it.
a) Use the Palette pane’s Search field to easily find the data link element. Note
that the Data Link element is in the Data palette.
b) Drag a data link element onto the display.

8. Configure Datalink1 as a numeric data link. (Various types of data links can be
created, such as Numeric or Mode.)
a) In the datalink's Graphics Configuration pane, find the Expression property
(Basics tab > Data Source property group).
b) Click on the ellipsis button to open the Browse dialog. Navigate to the
desired DeltaV control parameter.
c) When the dialog closes, note the parameter path appears in the Expression
field.
If the path is properly resolved, the expression indicates this status with blue
color and a solid underline. If the path can not be resolved, the expression
indicates this status with red color and a squiggly underline.
Expressions cannot be resolved if they contain a typo or if the module is not
present in the DeltaV system. In the image below, notice that the same path
has been broken by introducing a typo.

9. Change the data link type to Numeric.

a) For the Type property, select Numeric.
b) Note that once Numeric is selected, a new Decimal Places property appears
under Type.
c) Change the number of decimal places needed.

10. Save the display.

11. Add a button and configure its label.
a) In the Palette pane, expand the User Entries palette.
b) Drag a Button element onto the display.
c) In the Graphics Configuration pane, select Button1's Text tab.
d) In the Text property group, enter a label for Button1 in the Label property.

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e) Use the Font property to configure the label text.

12. Add an button action that opens a faceplate.

a) Select Button1's Interaction tab.
b) In the Interaction property group, click the Add Action drop-down arrow and
select Click as the trigger action.
c) In the Click1 property, select Open Faceplate as the behavior.
d) In the Tag property, enter the display tag, in quotes, for the faceplate you
want to open. For example, "FIC-102".
e) In the Interaction Area property group, select a width for the Interaction
Area Border.

13. Save the display.

5.5.3 Publish (deploy to the running system)

At this point in our exercises, LytPractice and DspPractice are not available in the running
system because they have not been published. Publishing, a command initiated by users,
authorizes graphics configuration and DeltaV Live workstation configuration to be
deployed for use online and to all DeltaV Live workstations that should have it.
Workstations that are not communicating retrieve published configuration when the
workstations begin communicating.
In the Graphics Explorer pane, note the green Publish icon next to Dsp_Practice. This icon
indicates that this display has publishable changes pending. Also note that the Displays
folder has a similar Publish icon next to it. This icon indicates that the folder contains at
least one item with publishable changes pending. The publish indication bubbles up to the
top of the hierarchy to facilitate identifying the location of items that need publishing.
Graphics configuration can be published from the ribbon, in context from the item, or
from the Quick Access toolbar. Several publishing options are available, including
publishing only selected items, publishing all items contained in a folder, or publishing all
items with changes pending.
This topic covers the following procedures:
1. Publishing a display and layout
2. Setting a display as a work in progress

Publishing graphics configuration

In this exercise, we will publish the configurations we have created.
1. In the Graphics Explorer pane, select both LytPractice and DspPractice (use the Ctrl
key to multi-select).
2. On the ribbon's Home tab, in the Graphics group, click Publish.
Selecting a publish command opens the Publish dialog. In the dialog, the check
boxes are automatically selected next to all items that are eligible for publishing. If
any of the selected items are not ready to be published, you can deselect the check
box next to them. It is also possible to publish to a specific workstation by selecting

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it from the Choose Destinations option in the bottom left corner of the Publish
dialog. Publishing to a specific workstation is called targeted publish.
3. Note that in the Publish dialog, the two items are automatically selected.
4. Click Publish.

Set a display as a work in progress

But what if a display is not ready to be published and you want to be sure that it does not
get deployed to the running system before it is ready?
If a new or modified display is not ready to be published, you can set it as a 'work in
progress'. If a user attempts to publish a display marked as a work in progress, then in the
Publish dialog, the WORK IN PROGRESS column shows Yes for that display, and the
display's Publish check box is automatically deselected. The 'work in progress' display,
however, can still be published by selecting its Publish check box.
Conversely, if you want to alert another user that a display needs to be published, you can
set it as Publish Needed. When a display is marked as Publish Needed, another user can
publish it from any workstation in the system.
In this exercise, we will modify DspPractice and then set it as a work in progress.
1. Add a new shape to the display.
2. Click anywhere in the display area (with no elements selected).
3. In the ribbon, click the Format / Display Tools tab.
4. Click Set Work in Progress.
5. In the Set Work In Progress dialog, enter a reason for why you are setting it as a
work in progress.
6. In the dialog, click Set Work in Progress.
7. With the DspPractice document tab still active, click the Publish icon in the Quick
Access toolbar.
8. In the Publish dialog, note that the DspPractice check box is not selected and that
the WORK IN PROGRESS column indicates this display is marked as a work in
progress.
9. Close the Publish dialog by clicking the X in the top right corner.

5.5.4 Build an operator display: The basics, Part 2

Previously in the tutorial, we created a new display (DspPractice), added some graphic
elements to that display, and explored some thing we could do with those elements. In
this topic, we look at some additional configuration options that can be done with these
elements.
This topic covers the following procedures:
1. Referencing a standard from a property
2. Adding a blink animation to a display
3. Adding a simple animation to a display

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4. Adding a library animation to a display

Reference a standard from an element property

Standards provide a means to ensure a consistent graphics appearance within a DeltaV
system by providing the standard values to be used system-wide. They are created and
managed in configuration libraries and can be referenced by properties in displays,
layouts, GEM classes, or graphic elements. Graphics Studios provides a multitude of
standards, including colors, fonts, Booleans, images, strings, measurements, and
numbers. The names of all DeltaV-installed standards begin with S_. You can also create
your own standards.
1. In DspPractice, select Rectangle1 on the editing canvas.
2. In the Graphics Configuration pane, change the Fill Color by referencing a standard.
a) Click the diamond next to Fill Color and select Browse for Standard from the
context menu.
b) In the Browse dialog, navigate to the DeltaV-installed standard, S_SPFillColor
(Library → Emerson → Common → S_SPFillColor).
c) Click Select.
d) Observe that the layout background change colors.

3. Change Rectangle1's Line Thickness by referencing a standard.

a) Click the diamond next to Line Thickness and select Browse for Standard.
b) Use the Browse dialog's Search field to easily find the S_HeavyLine standard
(enter some part of the name, such as Line).
c) Double-click S_HeavyLine in the Name list.

4. Create a new standard to reference from Rectangle1's Line Color property.

a) Click the diamond next to Line Color and select New Standard. This step
opens a dialog from which you can create a new standard.
b) In the dialog, navigate to the library folder in which you want to create the
standard.
c) Enter a name for the standard. The name must be unique within that library.
(Entering a title or description is optional.)
d) Select the color value for the standard.
e) Click Create.
The standard is created in the designated library folder, and the Line Color property
populates with the reference to that standard.

Add animation to your display

You can animate various properties of graphics configuration to transform live date into a
single value of a desired type, thus providing the means for operators to see display
graphics dynamically change as online values change. Animations are configured in the
Graphics Configuration pane from the Diamond context menu. Three types of animations

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may be available, depending on the type of property being animated. Blink and simple
animations are created by configuring additional sub-properties for the property being
animated, while library animations are created by referencing a library function, which
contains the animation logic.
For the next three exercises, we will be animating properties in Rectangle1's Fill property
group.
Create a blink animation
Blink animations, which are created only on color-type properties, allow an element's color
to toggle between its on color and off color when its alternating color condition is met.
1. Select Rectangle1 on the display.
2. Change Rectangle1's Fill Color back to a static value (click the diamond and select
Set To Static Value).
3. Click the Fill Color diamond again and select Blink Animation. Note the new
properties that appear under Fill Color.
4. Configure the new properties to complete the animation. (For detailed help on each
property, click the help button in the top right corner of the Graphics Configuration
pane.)

Create a simple animation

Simple animations are embedded within the element and can be applied to property types
of Boolean, percentage, measurement, degree, and font. The property type determines
the new properties that must be configured.
1. Select Rectangle1 on the display.
2. Click the Fill Percent diamond and select Animation. Note the new properties that
appear under Fill Percent.
3. Configure the new properties to complete the animation. (Click the Graphics
Configuration pane help button for additional help on configuring these
properties.)

Create a library animation

Library animations are created by referencing a library function, which provides a means to
create logic that converts values of one type into values of a different type. Functions are
created and managed in configuration libraries and can be referenced by properties in
display, layouts, GEM classes, or graphic elements. Graphics Studio provides a multitude of
functions, including colors, fonts, Booleans, images, strings, measurements, and
numbers. The names of all DeltaV-installed functions begin with F_. You can also create
your own functions.
Library animations can be applied to property types of Boolean, percentage,
measurement, degree, and font. For each property type, you can reference a library
function of the same type.
1. Select Rectangle1 on the display.
2. From the Background property's Diamond context menu, select Library Animation
and then select a function from the list.

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3. Note that Value and Default properties appear under Background. These
properties are built into the function logic, but you can also change those values
here, if you would like.
4. Note that the Background function reference is a hyperlink. Click the hyperlink to
open the function as a document tab, and note its configured logic.
5. Close the function (click the X in its document tab).
6. Save the display.

5.5.5 Confirm that graphics configuration is ready to be

published
Before we publish DspPractice again (to deploy online the updates made in the previous
section), we want to verify and test that our graphics configuration is ready to deploy.
This topic covers the following procedures:
1. Verify the configuration contained within LytPractice and DspPractice.
2. Test LytPractice and DspPractice in Quick Online View.

Verify your graphics configuration

The first step toward ensuring your graphics configurations are ready to be published is to
verify their contained configuration. Verifying the contained configuration provides
detailed information about each configuration problem. This information is shown in the
Verification pane and is ranked according to their severity (information, warning, and
error) and problem category (such as usability or scripting).
1. Open the Verification pane, if it is not already open. (From the ribbon's View tab,
click the Pane command and select Verification.)
2. Select the LytPractice document tab.
3. On the ribbon's Home tab, in the Graphics group, click Verify.
In the Verification Results pane, the results should say No problems found.
4. Select the DspPractice document tab.
5. Click Verify.
6. Note the verification results in the Verification pane.
7. To view or fix an item's configuration issue, select the applicable row in the
Verification pane and click the Open Item icon.
The selected item opens as a document tab, with the configuration issue selected
on the editing canvas and in the Graphics Configuration pane.

Test your graphics configuration online (prior to publishing)

In addition to verifying configurations before you publish, you can also see how your
graphics configurations appear and behave online using the Quick Online View feature.
Now we will our display using Quick Online View.
1. Select the DspPractice document tab.
2. On the ribbon's Review tab, click Quick Online View to add the display to the
Manage Quick Online View list and launch Quick Online View.

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Note that the first item you add to Quick Online View opens the DeltaV Live Quick
Online View instance. From that point on, each time you add a new item to the list,
the Quick Online View instance receives the new content.
3. Return to Graphics Studio.
4. Select the LytPractice document tab.
5. Add the layout to Quick Online View.
6. Click the Manage Quick Online View drop-down arrow and note that both
DspPractice and LytPractice are now in the list.
The Manage Quick Online View lists all configurations that have been added to
Quick Online View for all instances of Graphics Studio; all items on the list are
available to be tested in Quick Online View.
In Quick Online View, displays and layouts also reflect and test any standards and
library functions referenced by these displays and layouts, as well as any GEMs
contained by the displays.

7. Return to the Quick Online View instance, which should already be open.
a) Note the Refresh Configuration icon in the menu bar. The icon is currently
indicating that the QOV instance has received new configuration (because
we added the layout to QOV).
In DeltaV Live, displays that have been previously opened by the operator
during that workstation/session are not updated until the operator clicks the
Refresh Configuration button. Likewise, if the layout assignment is changed
in Workstation Management, the layout does get not updated until the
operator manually refreshes. This manual refresh ensures that publishing
does not interrupt an operator's normal workflow. When the Refresh
Configuration button is clicked, all configuration, in all DeltaV Live instances
on that workstation/session, receive the latest updates. Displays that have
not been opened during that workstation/session fetch the latest
configuration when they first open.

8. Verify that your animations and data links are working correctly.
9. Return to Graphics Studio.
10. Make a change to DspPractice (such as adding another element or modifying an
element property).
11. Save the display.
12. Return to the Quick Online View instance. (Do NOT click Quick Online View.)
a) Note the Refresh Configuration icon in the menu bar. The icon currently
indicates that the instance has not received any updates, which means it
does not know about the changes made to DspPractice.
When you modify a configuration that is already in Quick Online View, you
must re-add it to make the changes available for testing.

13. Return to Graphics Studio.

14. Re-add DspPractice to Quick Online View (click Quick Online View again).
Note that the Quick Online View icon greys out momentarily while the list is
updating.

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15. Return to the Quick Online View instance.

16. Note that the Refresh Configuration icon now indicates that changes are pending.
17. Click the Refresh Configuration icon to update the display.
Note
If any other configurations in Quick Online View had pending changes, clicking the
Refresh Configuration icon updates all of them.

18. Exit Quick Online View.

a) In the menu bar, click the Exit DeltaV Live icon and select Exit DeltaV Live.

5.5.6 Re-publish your display

In Graphics Studio, note that although you have already published DspPractice, its Publish
icon has reappeared, indicating that publishable changes have been made to the display.
You must re-publish the display to deploy the changes online. It is also time to clear the
work in progress status from the display.
1. Click anywhere in the display area (with no elements selected).
2. In the ribbon, click the Format / Display Tools tab.
3. Click Clear Work in Progress.
4. In the Clear Work In Progress dialog, enter a reason for why you are clearing the
work in progress status.
5. In the dialog, click Clear Work in Progress.
6. In the Quick Access toolbar, click the Publish icon to re-publish the display.

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6 Creating operator pictures in DeltaV

Operate
6.1 Creating operator pictures in DeltaV Operate -
overview
In this section you will learn how to use DeltaV Operate in configure mode to create an
operator picture (TANK101) for the example process system.
It is important to understand the operating environment for a DeltaV process system
before you start creating pictures to be used in that environment. The DeltaV Operate
application functions in two modes:
• Configure mode - used to create pictures
• Run mode - used to run pictures in the DeltaV Operate application
Let's start by taking a look at the standard DeltaV operator desktop, as seen in the DeltaV
Operate application in run mode.

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This desktop was designed specifically for use with DeltaV process systems. It is made up
of three sections: the Toolbar, the main window, and the Alarm Banner. The Toolbar
buttons provide single-click access to important pictures, directories, and other
applications.
Important
Although it is possible to add, modify, or delete buttons from the Toolbar and make other
changes to the operator desktop, it is recommended that you do not do any
customization until you are thoroughly familiar with the purpose and function of all its
elements.

The Alarm Banner at the bottom of the desktop also has important predefined functions.
The large buttons are used to notify the operator of the highest priority alarms that have
been activated. When an alarm is tripped, the name of the associated control module
(such as XV-101) is displayed on one of the alarm buttons. By clicking one of these
buttons, the operator goes directly to the appropriate process graphic for taking action on
that alarm (the primary control picture or the faceplate). The Alarm Banner also includes a

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node monitor button to enable operators to monitor the current status of controllers and
workstations.
You may remember that we assigned a primary control picture to each control module as
one of the finishing steps. Modules created from library templates have predefined
faceplates. A little later you will learn more about the Alarm Banner and how to
acknowledge alarms.
The main window is where the operator views a main picture, which is typically a process
graphic that provides a view of the process or equipment. A main picture is any picture
created using the main template. The main template has some predefined features, such
as a small toolbar (with five buttons) in the upper left corner. The template also contains
some picture commands that are required by the DeltaV environment.
Even in relatively small process systems, there are likely to be a number of main pictures.
Each main picture is created and saved as a picture file with its own unique name.
Important
The most important thing to remember about main pictures is that they must start from
the predefined template named main. Only subordinate pictures, such as pop-up
messages to operators, should be created without using the main template. If you create a
new picture file from scratch or use a different template as a basis, much of the DeltaV
Operate environment will not work.

6.2 Developing a picture hierarchy

A process application normally has a number of linked pictures, such as plant overview,
process monitoring, system status, alarm summary, and trend pictures. There may also be
pop-up windows for things like operator messages and help. Therefore, in addition to
creating individual pictures, you will need to develop a system for linking pictures so that
operators can easily get to the one they need.
The DeltaV system starts you off with an Overview picture that you can tailor to fit your
application. Generally, the Overview is used as the top level in the hierarchy. You can add
pushbuttons to the Overview that let you link to other pictures. You can even use a
photograph or drawing with hotspots (rather than pushbuttons) that link your Overview to
other pictures.
The design of your Overview picture is limited only by your imagination. Here is an
example:

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Important

The Overview picture has its own button on the Toolbar, so no matter how deep an
operator gets into the hierarchy of pictures, it is always easy to get back to the Overview.
This is one reason why you should put some thought into your Overview picture and how
to make it useful for navigating to other important pictures.

The Overview picture has initial text explaining how to rename the Overview picture by
editing the file UserSettings (or User_Ref) in the Standard folder in the system tree. This
file is for advanced users who want to rename the Overview, set up the Display History List
with a predefined list of pictures, modify or add global variables, and do other tasks that
define the operator's startup environment. It is beyond the scope of this introductory
manual to go into this in detail. To learn more about the UserSettings file and global
variables, refer to Books Online.

6.3 Navigating through the picture hierarchy

Important
When you set up navigational tools, the new picture should in most cases replace the
current picture loaded in the main window. The operator should not have more than one
main picture open at a time.

Here are some of the ways operators can move from one picture to another:

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• Each picture can have a Next Picture and Previous Picture defined for it. The
operator can easily jump to those pictures using the forward and back arrows in the
upper left corner of a picture created with the main template.

• The Main field above the tools on

the Toolbar shows the name of the current main picture. The button next to the Main
field opens a History List. Simply click a picture in the list to go to that picture. The list
can be predefined and locked to show only a select group of pictures or it can be set up
to act as a "most recently used" list that is updated with each new jump.

• The operator can use the Open button to select a picture to replace the current
picture in the main window.
You can use buttons or other hotspots to link to new graphics. The hotspot can be a word,
an icon, a section of a photograph, or whatever you want to use as a visual clue to the link's
destination.

• The Alarm List picture is available through a Toolbar button.

Clicking an alarm button in the Alarm Banner immediately replaces the current main
picture with the primary control picture for the module indicated on the button and pops
up the faceplate for that module.

6.4 Switch between configure and run modes

• Click Workspace → Switch to Run or press CTRL+W.
• To return to configure mode, right-click anywhere in the workspace and select Quick
Edit. (Alternatively, you can press CTRL+W.)

6.5 Restrict operator access in run mode

Security settings enable you to secure the run-time environment and restrict or prohibit
specific operator actions. For example, you can prohibit the operator from closing the
current picture and switching to another application.
Note
The User Preferences dialog provides the means to define the DeltaV Operate start
environment. To ensure security in your plant, it is very important that you carefully
develop your security scheme before making changes to the start environment. Refer to
the online help and Books Online for more information before making changes to the User
Preferences dialog.

1. Click Workspace → User Preferences, and then select the Environment Protection
tab.
2. Select the Enable Environment Protection check box, and then select the options
that you want to enable.

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6.6 Open DeltaV Operate in configure mode

Let's get started now with DeltaV Operate in configure mode.
Click Start → DeltaV Engineering → DeltaV Operate Configure.
DeltaV Operate in Configure mode opens with a blank drawing. In addition to the menu
bar and toolbars, the window is made up of a system tree and the work area.

The system tree shows a hierarchical view of the files on the local node and all objects
associated with each file. The system tree can be resized, moved, or hidden. Opening and
closing folders in the system tree is the same as opening and closing folders in Windows
Explorer: click a plus sign (+) to open a folder and see its contents; click a minus sign (-) to
close a folder and hide its contents.

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Take a few minutes now to become familiar with the system tree. Open a folder and
double-click a file to open the file in the work area. Click the plus sign (+) next to the file
and select an object associated with the file. Notice how that object is highlighted on the
picture in the work area. Select File → Close to close the file, or right-click and then select
Close. Continue to explore the system tree, and when you are ready, continue to the next
section.

6.6.1 Open the main picture template

1. In the system tree, click the plus signs next to the Pictures folder to expand its
contents, and then click the plus sign next to the Templates folder to expand its
contents.
2. Double-click the main template picture.
The main template and the Toolbox open in the Work Area. (If the Toolbox is not
visible, select Toolbars from the Workspace menu, select Picture as the toolbox
owner, and then click DeltaV_Toolbox.) Notice how a plus sign appears next to the
main picture. Click the plus signs to see the objects that make up the main
template. The main template has instructional text, including descriptions of the
five buttons in the upper left corner. In your system, the background color may be
gray rather than white, as shown in this document. Later, we will tell you how to
change picture background color, as well as object colors.

3. Read the information on this template. Then delete the text by clicking near the
center of the page, right-clicking, and then selecting Delete. (Alternatively, you can
click near the center of the page and then press the Delete key).
4. Select File → Save As. The Save As dialog appears.
5. Click the Up One Level button to go to the Pic folder.

6. Enter the File Name as TANK101, and then click Save. (Be sure the picture is saved in
the Pic folder.)

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Note
Picture file names must be alphanumeric and cannot contain the hyphen character,
begin with a number, or use a Visual Basic reserved word, such as "new".

6.7 Toolbars and the Toolbox - overview

Toolbars contain buttons that provide shortcuts to menu commands. For example,
instead of selecting File → Save, you can click the Save Picture button on the Toolbar.
Buttons that perform similar functions are grouped into separate toolbars. For example,
the standard toolbar usually contains the Open, Close, Save, and Print buttons.
Toolbars are owned by the workspace or by pictures. The owner of a toolbar defines when
that toolbar appears. For example, workspace toolbars appear whenever the workspace
runs, whereas picture toolbars appear only when one or more pictures are displayed.
Note
Picture toolbars are assigned to all pictures. You cannot assign toolbars to specific
pictures.

Note
You can hide the Toolbox by selecting and right-clicking its title bar, and then selecting
Hide. You can move and resize the Toolbox and enable docking. To open the Toolbox
after hiding it, click Workspace → Toolbars, and then select Picture in the Owner field.
Scroll down, select the DeltaV_Toolbox check box, and then click Close in the Toolbars
dialog.

6.7.1 Practice using the Toolbars dialog

1. Click Workspace → Toolbars.
The Toolbars dialog appears. By default all the workspace toolbars are displayed.

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2. Make sure that Show Screen Tips on toolbars in the lower left corner is selected.
With Screen Tips enabled, when you pause the pointer over a tool in the Toolbox, its
name will pop up.

3. Uncheck and recheck the various toolbars to see the buttons that belong to each
toolbar. (Watch the toolbar across the top of the window and see which buttons
disappear and then reappear.)
4. Click the Customize button and use the online help to familiarize yourself with the
Customize Toolbars dialog.
Later, when you are more familiar with the tools, you can add and remove buttons
and toolbars to suit your needs.

5. Click Close on the Customize Toolbar dialog.

6. Click Workspace → Toolbars to reopen the Toolbars dialog, and then select
Picture in the Owner field.
7. Select DeltaV_Toolbox if it is not already selected.
The DeltaV_Toolbox is a group of toolbars assembled in one box. It saves space on
your picture because you do not have to keep several toolbars open. By default,
docking is not enabled for the DeltaV_Toolbox and it floats regardless of its position
on the screen. The DeltaV_Toolbox contains everything from simple drawing tools
for creating lines, rectangles, and circles to complex charting tools.

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8. In the Toolbars dialog, select DeltaV_Operating_Experts if it is not already

selected.
9. Click Close in the Toolbars dialog.

6.7.2 Move and resize the toolbox

1. Click the Toolbox title bar, hold the mouse button down, drag to a new location,
and release the mouse button.
2. Point to any corner or side of the Toolbox. The pointer changes to a two-sided
arrow.
3. Hold the mouse button down and drag to reshape the box.
4. Release the mouse button when the Toolbox is in the desired shape.
5. Repeat the moving and resizing steps as needed to suit your personal preferences.

6.7.3 Practice docking the toolbox

1. Click Workspace → Toolbars.
2. Click Picture, and then click the Customize button.
3. Select DeltaV_Toolbox.
4. Select Enable docking for selected toolbar, and then click Close.
5. Move the toolbox to the top edge of the screen and notice how the toolbox "docks"
to the edge rather than floats over the screen.
6. Disable or enable docking to suit your personal preferences.

6.8 Using color

You can use color in two ways:
• Adding foreground, background, or edge color to a selected object
• Adding color to more than one object

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To add color to a selected object, select the object, right-click, select Color, and then
select Foreground, Background, or Edge. Once you select a color, click OK, and then close
the dialog. To add color to multiple objects, select the Color button on the Toolbox. The
Color dialog stays on your screen as you select colors. For the procedures in this book, we
will use the first method.
The Color Selection dialog contains two tabs you can use to choose a color from a palette
or from a list of names. You choose a color by clicking it on the palette or by selecting it
from the list.
Default colors appear in the Shape Preferences tab of the User Preferences dialog. To
change the default colors, click Workspace → User Preferences → Shape Preferences,
click the color box that you want to change (Foreground, Background, or Edge), and then
select the new default color from the palette.
Note
Changes to the default colors do not change the colors of objects that are already in the
picture.

Tip
To change the background color of the entire picture, click Edit → Picture, click the
Background Color box, and select a background color from the palette that appears. Click
OK to return to the picture and display the new background color.

6.9 Changing line and fill styles

You can also change the default line styles, widths, and fill styles using a procedure similar
to that for changing color defaults. To change the default edge styles, width, and fill, click
Workspace → User Preferences → Shape Preferences, and then edit the default item
that you want to change.
You may want to take a few minutes to experiment with drawing basic shapes and
changing the foreground, background, and edge colors. The procedure on drawing and
coloring a rectangle with a crosshatch appearance explains how to get started.

Related information
Draw and color a rectangle with a crosshatch appearance

6.9.1 Draw and color a rectangle with a crosshatch

appearance
1. Click the rectangle button on the Toolbox. The pointer changes to a +.
2. Click and hold somewhere on the picture, drag the pointer to set the size of the
rectangle, and release the mouse button.
3. Select the rectangle, right-click, and then select Fill Style → Cross Hatch.
For the remaining steps, make sure the rectangle is selected.

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4. Right-click, and then select Edge Style → Dash Dot.

5. Right-click, select Color → Foreground, and then select yellow in the palette.
6. Draw another rectangle. Note that none of the default colors, line style, or fill style
have changed.
Now you can add some basic shapes and text to your drawing using the rectangle, oval,
line, polyline, polygon, and text tools. Try coloring, moving, and resizing the objects. (If
you use the polyline or polygon tools, double-click to finish the object.) When you have
finished, click File → Close and do not save the work you have done on the file.
If you are ready to continue, open TANK101 from the Pictures folder in the system tree.

6.10 Links, dynamic properties, and parameter

references
Links enable you to display real-time and system data in the DeltaV Operate application in
run mode. There are several different types of links. The links introduced in this tutorial are
datalinks and trend links.
In configure mode, properties are parameters of objects that you can alter using tools,
menu commands, and dialog. Dynamic properties are object parameters that change in
DeltaV Operate run mode based primarily on changes in database values. (For example, a
tank may change color as it fills, that is, as the current value of the level indicator changes.)
A parameter reference identifies the database field that supplies data to a link or dynamic
property. The parameter reference syntax is
node.tag.field
where tag is usually in the form
module/function block/parameter
For example,
DVSYS.FIC-101/PID1/SP.F_CV
is the parameter reference identifying the current value of the setpoint field (parameter) in
the PID1 function block of the FIC-101control module.
If you enter only the tag (for example, FIC-101/PID1/SP), DeltaV Operate fills in the default
node of DVSYS and uses a default current value field of either F_CV (floating point current
value) or A_CV (ASCII current value), based on the type of data (Numeric or Text) you
specify for the link. If the tag does not exist, you are asked if you want to use it anyway.

In most dialogs that require you to enter a parameter reference, a browser is available
to help you search through the network for a particular parameter reference. To access the
browser, click the ellipsis button next to the Source field.
The Data Source Browser from the Expression Builder box appears first. Then the Browse
dialog appears after you select Browse DeltaV Control Parameters. (The Browse dialog
may take a few seconds to appear the first time you call it.)

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6.11 Creating datalinks

Datalinks can be used to display data as numbers or text. For the TANK101 picture, you will
create five datalinks for the following purposes:
• To display the current value of the tank level (parameter reference: LI-101/AI/PV)
• To display the current value of the loop process value (parameter reference: FIC-101/
PID1/PV)
• To allow entry of a setpoint value for the flow loop (parameter reference: FIC-101/
PID1/SP)

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• To allow the operator to set the regulatory valve position (parameter reference:
FIC-101/OUT)
• To allow the operator to start and stop the pump motor (parameter reference:
MTR-101/DC1/SP_D)
After you have created the links, your working area will look like this:

6.11.1 Create a datalink for the tank level

1. Click the Datalink Stamper button in the Toolbox.
The Datalink dialog appears.

2. Click the ellipsis button to search for the parameter reference.

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The Expression Builder dialog opens.

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3. Select Browse DeltaV Control Parameters to open the Browse dialog. (This may
take a few seconds.)
4. If TANK-101 is not displayed in the Look in: field, click the Up One Level button to
go to Control Strategies, and then double-click the TANK-101 area.

You can use the Up One Level button to move up one level in the hierarchy.
The contents of the selected level are displayed in the list box.
A list of the modules assigned to the TANK-101 area is displayed.

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5. Double-click the module name, LI-101. A list of function blocks and module-level
parameters is displayed.
6. Double-click the AI1 function block. A list of parameters is displayed for that
function block.
7. Double-click the PV parameter. A list of fields is displayed.
8. Click the CV (current value) field, and then click OK. (Alternatively, you can double-
click the CV field.)
DeltaV Operate assembles the node, tag, and field information and enters it into
the Expression Builder dialog.

9. Click OK to return to the Datalink dialog.

10. In the Datalink dialog box, in the Formatting group, select Numeric for the Type,
and then click OK.
If you have not assigned the module to a controller or if you set up a placeholder
controller, you may get a message about the parameter reference not existing.
Click Use Anyway to use this parameter reference for the tutorial.

Note
DeltaV Operate reads the datalink and automatically configures the settings in the
Datalink dialog.

The stamper and datalink appear and "float" on the picture.

11. Click the upper left quadrant to place the datalink on the picture. (Refer to the
picture in the Creating Datalinks topic for the approximate location.)
The datalink appears on the picture as #####.##, surrounded by handles.

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12. To label the datalink, click the text button in the Toolbox, click to the left of the
datalink, and type LI-101/PV.

Click anywhere to change the pointer back to an arrow.

Tip
To move any object, you can select it and drag it to a new location. You can use the
alignment tools to align objects horizontally and vertically. You can also use the
arrow keys on the keyboard to make minor adjustments to the position of any
selected object.

6.11.2 Create a datalink for the loop setpoint

1. Click the Datalink Stamper button.
2. Enter the new parameter reference as FIC-101/PID1/SP.

If you use the Parameter Browser, click the Up One Level button to go up to
the module level.
The system changes the parameter reference to DVSYS.FIC-101/PID1/SP.F_CV. The
default node for all parameter references is DVSYS.

3. In the Data Entry group, select In-Place for the Type.

In-place data entry enables operators to change the value from the workstation.

4. In the Formatting group, select Numeric for the Type.

5. Click OK.

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Tip
If you accidentally close the Datalink dialog before completing your selections,
double-click the datalink on the picture to reopen the dialog.

6. Place the datalink in the lower right quadrant of the screen.

7. Use the text tool to add the label FIC-101/SP. (Remember, you access the Text tool
by clicking Text button in the Toolbox.

6.11.3 Create a datalink for the loop process value

1. Click the Datalink Stamper button. (You will place this datalink below the loop
setpoint.)
2. Edit the parameter reference to be FIC-101/PID1/PV.F_CV.
3. In the Formatting group, select Numeric for the Type.
4. Click OK.
5. Place the new datalink below the loop setpoint.
6. Use the text tool to add the label FIC-101/PV.

6.11.4 Create a datalink for the loop output

1. Click the Datalink Stamper button. (You will place this datalink below the loop
process value.)
2. Edit the parameter reference to be FIC-101/PID1/OUT.F_CV.
3. In the Data Entry group, select In-Place for the Type.
4. In the Formatting group, select Numeric for the Type.
5. Click OK.

6. Select the datalink, and then click the DeltaV Data Entry Expert button on the
Toolbox.
7. Be sure that Numeric Entry is selected, and then click Fetch Limits from the Data
Source.
8. Click OK.
9. Place the datalink below the loop process value.
10. Use the text tool to add the label FIC-101/OUT.

6.11.5 Create a datalink for the block valve

1. Click the Datalink Stamper button. (You will place this datalink in the bottom
center of the picture.)
2. Fill in the parameter reference as XV-101/DC1/PV_D.A_CV. If you browse for the
parameter reference, the system will automatically supply .F_CV (for floating point)
after PV_D. Edit the parameter reference to have .A_CV (for ASCII) after PV_D.
3. In the Datalink dialog box, in the Data Entry group, select None for the Type.

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4. Click OK to let the application configure the remaining fields in the dialog.
5. Place the new datalink in the bottom center of the picture.
6. Use the text tool to add the label XV-101/PV.

6.11.6 Create a datalink for the motor setpoint

1. Click the Datalink Stamper button. (You will place this datalink in the bottom left
quadrant of the picture.)
2. Fill in the parameter reference as MTR-101/DC1/SP_D.A_CV.
If you browse for the parameter reference, the system will automatically supply .F
(for floating point) after SP_D. Edit the parameter reference to have .A_CV (for
ASCII) after SP_D.
Tip
Tip Select the Read/Write text data check box in the Browse dialog to make the
default datalink A_CV.

3. On the Datalink dialog box, in the Data Entry group, select None for the Type.
4. Click OK to let the application configure the remaining fields in the dialog box.
5. Place the new datalink in the bottom left quadrant.

6. Select the datalink, and then click the Data Entry Expert button on the
Toolbox.
7. In the Entry Method group, select the Pushbutton tab.
8. Uncheck Get Named Set at Runtime if it is checked.
9. Type STOP in the Open Button Title(0) field.
10. Type START in the Close Button Title(1) field.

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The operator can start and stop the pump motor by clicking the datalink in the
picture.

11. Click OK.

12. Reposition the new datalink, if necessary, in the bottom left quadrant.
13. Use the text tool to add the label MTR-101/SP.
14. Select File → Close to save and close the picture.
It is a good idea to save your picture file any time you do a significant amount of
work on it.

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6.12 View the picture in run mode

1. Click Workspace → Switch to Run or press CTRL+W.

2. Click the Open Main Display button and select TANK101.

If you have a controller configured, the datalinks appear as numbers. The numbers
are not realistic because you do not have any real I/O devices configured. If you
have a placeholder for a controller, the numeric datalinks appear either as symbols
(such as @ or &) or as specified in the User Preferences dialog.

3. Return to configure mode either by right-clicking anywhere in the background of

the picture and then selecting Quick Edit, or by pressing CTRL+W.

6.13 Dynamos overview

As you develop a system of operator pictures, you may need to use an object (such as a
pipe, pump, or valve) in more than one picture. You can save such custom-built objects as
reusable graphics called dynamos. If you assign dynamic properties to an object, those
properties are retained when you save it as a dynamo.
In configure mode, DeltaV Operate provides prebuilt dynamo sets containing common
process control objects, such as pumps, that you can paste into your pictures rather than
drawing them yourself. You can modify an existing dynamo and save it in the original set
or in a new set. You will likely want to save your most used dynamos in your own dynamo
sets.
To complete the TANK101 process picture, you will use several different dynamos and
modify their dynamic properties. Following is a brief summary of what you will do in the
next few procedures.
• Add a pump dynamo and animate the color. It will change from red to green to signal
the pump going from off to on.
• Add a tank dynamo with dynamic properties. The tank level will change to show the
gradual discharge of its contents.
• Add a block valve and regulatory valve. The valves will change color to show their state
(closed or open).
• Add pipes to connect the other objects. These could also be made to change color, but
you will not assign dynamic properties in the example.
The picture will look something like the following figure. Use this as a guideline for placing
objects on your picture.

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If DeltaV Operate is not open, open it in configure mode, expand the Pictures folder in the
system tree, and then double-click the tank picture file, TANK101.

6.13.1 Create a pump using a dynamo

1. From the system tree in configure mode, expand the Dynamo Sets folder, and then
double-click PumpsAnim.
The dynamo set opens at the bottom of your screen.

2. Back in the system tree, expand the PumpsAnim folder, and then select
PumpAnimVertA1.
The dynamo PumpAnimVertA1 is highlighted in the Dynamo Set at the bottom the
screen.

3. Select PumpAnimVertA1 and drag it onto the picture. (Alternatively, you can drag
the dynamo name from the system tree onto the picture.)
Because this dynamo has animation properties, you are asked if you want to
animate the pump color.

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We will animate the pump color so it changes from red to green when the pump
goes from Stop to Start.

4. Select the Animate Pump Color check box.

The Color By dialog opens.

5. Browse for MTR-101/DC1/SP_D/CV as the Data Source (digital tag) for the pump.
6. Select Exact Match.
7. In the Color Threshold group, click the Delete Row button, and then delete all but
two rows.
8. Set the value in the first row to 0.00, click the color bar, and then select red.
9. Set the value in the second row to 1.00, click the color bar, and then select green.

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10. Click OK in both dialogs.

The pump is placed on the picture.

6.13.2 Create a tank using a dynamo

Now you will add a tank that, in run mode, is supposed to show the level of the product in
the tank by changing color. (This will not actually happen, since we do not have a working
system with I/O.)
1. First, close the PumpsAnim dynamo set by selecting and right-clicking PumpsAnim
in the system tree, and then selecting Close.
2. Double-click the TanksAnim1 dynamo set in the system tree to open the dynamo
set.
3. Drag the tank labeled TankWDoorD1 to your picture, placing it a little above the
motor, as in the figure shown earlier.
4. On the Tank Dynamo dialog, browse for the following tag for the tank level.
LI-101/AI1/PV/CV
The system automatically adds .F_CV as the field.

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5. In the Input Ranges group, select Fetch Limits from Data Source.
6. Click OK.
The tank is placed on the picture.

7. Close the TanksAnim1 dynamo set.

6.14 Finishing the process picture

For other parts of the picture, use the dynamos in the following table and arrange them as
shown in the earlier illustration of the process graphic. Be sure to read the table footnotes
for the block valve and regulatory valve. The topic on creating a pump using a dynamo
explains how to animate the color for the regulatory valve if you have forgotten how to do
so.

Item Parameter Reference Dynamo Set Dynamo

for Dynamic
Properties
Pipes No dynamic properties Pipes As needed
Block valve XV-101/DC1/PV_D/CV ValvesAnim ValveHorizontalOnOff
11
Regulatory valve FIC-101/PID1/PV/CV ValvesAnim ValveHorizontalContro
l12

1 In the Valve Dynamo dialog for the block valve, choose Animate Valve Color, and set two
colors, as you did earlier for the Pump Dynamo.

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2 In the Valve Dynamo dialog for the regulatory valve, choose Animate Valve Color. In the Color
By dialog, choose Color by Current Value. Under the Color Threshold, select Range and set the
colors as follows: 0-50 is red; 50-100 is green.

You can resize a pipe by selecting the pipe, dragging one of its resizing handles, and
releasing the mouse button. In fact, you can resize any graphic object, including text, by
dragging the side or corner handles.

Related information
Create a pump using a dynamo

6.14.1 Add the remaining dynamos to the process picture

This procedure shows a suggested order for creating the objects. You can create them in
any order you want.
1. Add the vertical pipe to connect the tank and motor. Add an elbow pipe section to
connect the motor to the horizontal pipe. Move and resize objects as necessary.
2. Add the block valve (for XV-101) according to the information in the table.
3. Add a pipe to connect the pump and block valve.
4. Add the regulatory valve for the control loop (FIC-101).
5. Add two sections of pipe between the block valve and regulatory valve by copying
and pasting (or duplicating) the existing section of horizontal pipe. Right-click, and
then use the context menu to select your editing choices.
6. Using the Line tool, draw short vertical lines to indicate the orifice plate measuring
the flow.
7. Rearrange your datalinks so that your picture looks like the image in the dynamos
overview topic. Add text labels as shown.

Related information
Dynamos overview

6.15 Trend links and trend charts

Trend links are used to provide real-time trend charts in run mode. The links can use trend
data from any floating-point database field (.F_). You add charts by selecting the chart tool
from the Toolbox. The chart tool gives you control over the layout, pen color definition,
and so on.

6.15.1 Add a 3-pen chart

1. Click the Chart button on the Toolbox, and then move the cursor onto the
picture.
The cursor turns into a cross-hair.

2. Click the mouse and drag it to form a rectangle. (Refer to the illustration of the
process graphic to size the rectangle.)

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3. Release the mouse button to place the chart on the picture.

4. Select the chart and move it to the upper right corner of your working area.
5. Select and right-click the chart, select Chart Configuration, and then click the Chart
tab.
6. To configure each of the pens with the following parameter paths, click the Add
Pen button, and then select them from the pulldown list:
DVSYS.FIC-101/PID1/PV.F_CV
DVSYS.FIC-101/PID1/SP.F_CV
DVSYS.FIC-101/PID1/OUT.F_CV

7. Select and delete the default pen (FIX32.NODE.TAG.F_CV) from the Pen List area
when you originally opened the Chart Configuration dialog.
8. Click the Y-Axis tab, and then change the title to Flow.
9. Enable the Apply to All Pens field.

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10. Click the X-Axis tab, and then change the title to Time.
11. Take all other defaults or experiment with the settings, and then click OK.
The chart is placed on the picture.

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12. Save the picture.

6.16 Setting previous and next pictures

At the beginning of this chapter, we talked about picture hierarchies and linking pictures
to make it easy for the operator to go through a series of related pictures in a defined
order. You set the order by setting the Next and Previous Pictures in the Picture dialog.
The operator can go forward and back through the defined sequence by clicking the arrow
buttons that are standard in the main template.
By default, the Overview button on the DeltaV opening picture is connected to a standard
Overview picture. In our example, the hierarchy for the tank process will consist of a simple
loop connecting the TANK101 picture to a copy of the standard Overview picture. If we
also connected the main DeltaV opening picture to our copy of the standard Overview
picture, the organization of pictures would look as follows:

In a more complex system, this horizontal loop might contain a series of tank pictures or
perhaps a progression from a tank picture to a boiler picture to a reactor picture. You can
have a number of these horizontal loops to define sequences of related pictures. It is just a
matter of determining the sequence you want and then setting the Next and Previous
pictures.

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In addition, you can have jump-style links, such as pushbuttons, to replace the current
picture with one that is not in the defined sequence. Such links can be placed on your
Overview picture or any other picture.

6.16.1 Set TANK101 as the next picture for the Overview

picture
1. Open the Overview picture (Ovw_ref.grf) in the Pictures folder in the system tree.
(Do not make any changes on this picture.)
2. Save the file as My_Ovw_ref.

3. Double-click the Next and Previous picture button.

4. For the Next Picture, enter TANK101, and click OK.
5. Save and close the My_Ovw_ref picture.

6.16.2 Link the TANK101 picture with the Overview

1. Open the TANK101 picture in configure mode if it is not already open.
2. Double-click the Previous Picture and Next Picture buttons in the top left corner of
the TANK101 picture.
3. For the Previous Picture, click the ellipsis button next to the Picture Name field.
4. Select My_Ovw_ref.grf, and then click Open.
5. For the Next Picture, click the question mark button next to the Picture Name field,
select My_Ovw_ref.grf, and then click Open.

6. Click OK in the Previous/Next Picture dialog.

7. Save the picture by selecting File → Save.

6.17 Starting the SFC

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After creating the control modules to monitor and control the equipment and flow loop,
you created a Sequential Function Chart to automate the discharge process. Now you
need a way to enable the operator to start the SFC.
There are a number of ways to do this. For instance, you can add another datalink that
allows data entry, with the choices of START and STOP.
Another simple method is to put a push button on the TANK101 operator picture.

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6.17.1 Create a push button to start the SFC

This procedure explains how to use the DeltaV Operate interface to create a push button
to start the SFC. Another way to assign the Start command to the push button is to select
and right-click the push button, select Edit Script, and then edit the Visual Basic script for
the Push Button object.
1. On the DeltaV Operate Configure menu bar, click Insert → Push Button.
2. Move the push button to a blank area near the link named FIC-101/MODE.

3. Click the Text tool on the Toolbox and type the text to appear on the button:
Start Discharge.
4. Resize the push button to accommodate the text label. To do this, click the box and
drag its handles.

5. Select the push button and click the Task Wizard button on the toolbar.
The Task Wizard dialog opens.

6. Select Command as the Task Category and scroll down to Write Value to Tag
Expert in the Tasks list.

7. Click the Perform Task button.

The Write a Value Expert dialog opens.

8. In the FIX Database Tag field, type or search for:

DVSYS. SFC-START/SP.F_CV

9. Click Numeric and type 1 in the Value field.

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This command sets the value for the SFC to 1, which was defined to be the START
value in the SFCCTRL named set.

10. Click OK, and then click Close on the Task Wizard dialog.
11. Save TANK101.
12. Quit DeltaV Operate.

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7 Using DeltaV Operate in run mode

7.1 DeltaV Operate in run mode - overview
DeltaV Operate, in run mode, provides a consistent, intuitive environment for process
operation. A standard operator desktop and operating features make it easy to learn how
to use this application.
If you have installed the control modules to a controller, you will see numbers (rather than
symbols) when you go to the TANK101 picture. These numbers will not be realistic unless
you have I/O with actual signals. So, unfortunately, you will not be able to see the tank
discharging its contents or get the full effect of working in an operator environment.

7.2 Open DeltaV Operate in run mode

Click Start → DeltaV Operator → DeltaV Operate Run.
DeltaV Operate opens in run mode, displaying the DeltaV startup screen.

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Tip

If your picture does not line up correctly with the Toolbar and Alarm Banner, click the
Reset Layout button to fix the layout.

7.3 Learn about the picture layout

• Click the small black question mark in the upper right corner to display a help
system description of the Toolbar buttons.

• Click the Close button in the upper right corner of the help window to close the
help window.
• Click the small question mark in the lower right corner to see a description of the fields
in the Alarm Banner at the bottom of the screen.
• Click the Close button in the upper right corner to close the help window.

• Click the DeltaV Utilities button on the Toolbar.

This button opens a toolbar that contains links to other DeltaV applications (FlexLock,
DeltaV Explorer, Control Studio, Recipe Studio, DeltaV Books Online, and DeltaV Operate
Pictures Help).

• Click the Books Online button to open it. The DeltaV Operate section is titled
"Operator Basics and Graphics Configuration."
• Click the Close button in the upper right corner of the Books Online window to close
that application.
• In the DeltaV Operate opening window, click Overview in the upper right corner to go
to the Overview picture.

• To switch to the copy you created of the standard Overview picture, click the
Open button on the Toolbar, and then select My_Ovw_ref from the Replace Main
Picture list. Click the Enter button.
• To open the TANK101 picture, click the Next Picture button in the upper left corner of
the Overview screen. If opening the TANK101 picture results in a Warning message
about a data retrieval error, click the Skip All button.

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7.3.1 Open the main history list

The Main field in the Toolbar lists the name of the current picture. Operators can go
quickly to another picture by clicking its name in the Main History list.
1. Click the arrow next to the Main field.

This opens a list of the pictures recently visited.

2. Click the Pushpin button in the top left corner.

Tip
The Pushpin button at the top of the Main History list is a toggle switch for keeping
the Main History list open after a selection is made. The Lock button locks the list,
and the Close button closes the list. You can predefine a Display History list and
lock it using the UserSettings file.

3. Click DeltaV.
4. Click TANK101 to return to the process graphic.

Related information
Developing a picture hierarchy

7.4 The standard buttons in the main window

The five buttons in the upper left corner are standard for all pictures created with the main
template.

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Navigates from the current picture to those

defined as Previous and Next.

Shows the faceplate associated with the

selected link.

Shows the detail display associated with the

selected link.

Replaces the current main picture with the

primary control picture for the selected link.

7.5 Faceplates and detail displays

The faceplate provides access to the most important operating parameters of a module.
The detail display provides access to almost all tuning parameters and diagnostic
information. DeltaV Library module templates have prebuilt, standard faceplates, detail
displays, and trend displays.
To open a faceplate or detail display for a module, select a datalink for the module and
then click the Faceplate or Detail button in the upper left corner of the main window.
If the module does not have a selectable link, click the large Faceplate or Detail button in
the main Toolbar. A dialog opens in which you can enter the module name. The
appropriate faceplate or detail display pops up and the module name is added to the
Module History list, which is similar to the Display History list. This list lets you select, for
any module listed, the faceplate, detail display, or primary control picture. Like the Display
History list, the Module History list can be prepopulated and locked using the User
Settings file.
Note
If you used a placeholder for a controller to do the tutorial, you will not be able to view
faceplates or detail displays as described in this section.

7.5.1 Open a faceplate and a detail display

1. Click the link for FIC-101/SP.
Note that the currently selected link is now displayed in the upper right corner of
the picture.

2. Click the Faceplate button to open the faceplate for the module.

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At the bottom of the faceplate, notice that the Detail button has a blinking line
under it. This indicates there is a problem with the module (in this case, there is no
I/O).

3. Change the mode to Auto by clicking the AUTO button on the faceplate.
4. Change the setpoint by moving the slider bar (large white triangle) to a new value.
5. Close the faceplate.
Tip

The Trend button at the bottom of the faceplate opens the prebuilt, module-
specific trend display for any module created from a DeltaV Library template.

6. Open the detail display by clicking the Detail button on the faceplate or the
main picture.

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On the detail display, the operator can change tuning parameters (such as gain and
reset), change high and low limits, and enable or disable alarms, if these have been
configured as changeable.

7. Close the detail display.

7.6 Enter data in user-changeable fields

Some of the data links on the TANK101 picture were set up to allow changes by the
operator. When you move your pointer over these fields, they are highlighted in a box. To
make a change, click the field, type in a new value, and press Enter.

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1. Click the value for the data link for the loop setpoint.
The value is highlighted.

2. Type a new value, such as 50, and press RETURN.

If you used a placeholder for a controller to do the tutorial, you will not be able to
change this value.

7.7 Acknowledging alarms

If there are any alarms associated with a control module and an alarm occurs during
operation of the process, the module name will be displayed in the Alarm Banner at the
bottom of the operator's screen. Alarms have a descending priority of Critical, Warning, or
Advisory and a status of acknowledged or unacknowledged. Unacknowledged alarms are
more important than acknowledged alarms. For alarms with equal priority and status,
alarms with a more recent timestamp are more important than older alarms. Depending
on the screen resolution, the five or six most important alarms are displayed on the Alarm
Banner. Selecting the small button to the right of an alarm button displays additional
information about the alarm in the line below the alarm buttons.

You can click an alarm button to go immediately to the primary control picture for the
associated module.

To acknowledge alarms, do either of the following:

• Click the large Alarm button in the lower right corner of the Alarm Banner to
acknowledge alarms in the main picture.
• Click the Alarm button at the bottom of the module faceplate to acknowledge all
alarms for that module.

If there is an audible alarm, click the Silence Horn button to silence the alarm.
This does not, however, acknowledge the alarm.
In addition to the alarms displayed on the process graphics, a standard alarm list shows all
active alarms and their priorities. To see the alarm list, do either of the following:

• Click the Alarm List button on the Toolbar.

• Click the Open button on the Toolbar, and then select AlarmList from the
Replace dialog box.

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7.8 Practice using DeltaV Operate in run mode

This chapter briefly introduced a few of the features in DeltaV Operate run mode. Take a
few minutes to get more acquainted with the application. Change some data values, click
buttons on the faceplates, call up the help system and DeltaV Books Online, and skim
through the DeltaV Books Online table of contents. When you are done, close DeltaV
Operate.

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8 Collecting and displaying data

8.1 Data collection and display - overview
The DeltaV system supports the collection of user-specified parameter field values,
alarms, and events for long-term storage, retrieval, and presentation. There are three
main aspects of historical data collection and presentation:
• Detection by defining history collection in the modules and nodes
• Storage by the Continuous Historian subsystem
• Presentation through the Process History View application
The DeltaV system also lets you export data to the Microsoft Excel spreadsheet software
so that you can use that application's extensive analysis and reporting features.

8.2 Collecting history data

The history collection function defines the module or node parameters that are monitored
and stored in the DeltaV Continuous Historian.
History collection is an integral part of a module. If you copy a module that has history
collection, the new module includes the history collection. This enables you to set up
history collection for key parameters and copy the module for similar applications. Library
modules include history collection so that you do not have to set up history collection
when you copy a library module to an area. You can add additional history collection to a
library module.
In earlier exercises, you set up history collection in Control Studio for the module that you
created from scratch (LI-101) and acquired history collection for the other modules that
you copied from the Library.

Related information
Add history collection to the PV parameter

8.3 Continuous Historian and Alarms and Events

subsystems overview
Each workstation includes a Continuous Historian subsystem that detects and stores
historical data and an Alarms and Events subsystem that detects and stores system events
and alarms. The Continuous Historian subsystem monitors modules for history collection
on an area basis and the Alarms and Events subsystem monitors for events and alarms on
an area basis. If you move a module from one area to another, history collection moves
with the module. For example, if a Continuous Historian subsystem is collecting historical
data from a module in AREA1, and you move another module to AREA1, all the history
collection for that module is automatically added to the AREA1 Continuous Historian
subsystem.

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You can establish duplicate data acquisition and storage by assigning an area to two or
more Continuous Historian subsystems.
You must assign the areas from which you want to collect history to the subsystems,
enable history collection on the workstation, and download the workstation through
DeltaV Explorer to activate the subsystems and view the data. You can set up history
collection for modules using either DeltaV Explorer or Control Studio.
In the following procedures we will assign area TANK-101 to the Continuous Historian and
Alarms and Events subsystems, enable history and events collection on the workstation,
download the workstation, and view the data with the Process History View application.

8.4 Assign TANK-101 to the Continuous Historian

subsystem
Assigning an area to a Continuous Historian subsystem allows the subsystem to collect
historical data from the modules in that area. Assigning an area to the Alarms and Events
subsystem allows the subsystem to collect alarms and events. Perform the following steps
to assign TANK-101 to both subsystems:
1. Open or restore DeltaV Explorer.
2. Navigate to the workstation where the events and process data for the area will be
stored.
3. Double-click the workstation to expand its contents.
A number of icons, including an Operator icon, an Alarms and Events icon, a
Continuous Historian icon, and a Batch Historian icon, are listed under the
workstation.

4. Select Continuous Historian.

5. Right-click, select Assign Area, and then browse for TANK-101.

6. Click OK in the Browse dialog.

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7. Select Alarms and Events.

8. Right-click, select Assign Area, and then browse for TANK-101.
9. Click OK in the Browse dialog.
A confirmation dialog instructs you to download the workstation's setup data and
then log off and back on to add the area to the Alarm Banner. Click Yes in this
dialog.
TANK-101 appears in the Contents View for the Continuous Historian and Alarms
and Events subsystems. The Continuous Historian subsystem will collect historical
data from the modules in plant area TANK-101, and the Alarms and Events
subsystem will collect alarms and events in plant area TANK-101.
The next step is to enable history collection on the workstation.

8.5 Enable history collection in the workstation

1. Under the Workstation, click the Continuous Historian subsystem.
2. Right-click, and then select Properties.
The Continuous Historian Properties dialog opens.

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3. Click the Enabled check box if it is unchecked.

4. Click the Advanced tab.

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This tab enables you to set the maximum size and time span for the historical
database as well as the size of historical data sets. You can also set up automatic
export of historical data sets by enabling that feature and then setting a valid
directory path on the workstation, outside the DeltaV system. We will not make any
changes on this tab.

5. Click OK.

8.5.1 Enable history collection from the Alarms and Events

subsystem
1. Under the Workstation, click the Alarms and Events subsystem.
2. Right-click, and then select Properties.
The Alarms and Events Properties dialog opens.

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3. Click Enabled if it is not already selected.

4. Click the Advanced tab.
5. Set the Current Event History Data Set Total Storage Target to 250 megabytes.

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6. Click OK.

8.6 Download the workstation

1. Select and right-click the workstation you want to download.
2. Click Download → ProfessionalPlus Station.
3. Read the message and, if you are sure that the workstation is not controlling a
process, click Yes to acknowledge the message. (Accept the default option to verify
the configuration.)
A window opens showing the progress of the download and providing information
about any problems encountered.

4. Click Close to close the dialog.

We assigned area TANK-101 to the Continuous Historian and Alarms and Events
subsystems, enabled history and events collection on the workstation, and
downloaded the workstation. Now we will use the Process History View application
to view the data.

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Related information
DeltaV Explorer overview

8.7 Viewing history data

Now that you have defined the data you want collected and told the system to start
collecting it, you can create a chart to plot the module trends and show events. There are
three types of Process History documents:
• E +Chart - shows module trends plotted on a graph and historical events displayed in a
grid
• Chart - shows only module trends plotted on a graph
• Event - shows only historical events displayed in a grid

8.7.1 Open the Process History View application

1. Click Start → DeltaV Operator → Process History View.
2. Select File → New.
3. Click the E +Chart button in the New dialog.
The Configure Chart dialog opens.

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4. Click the Add button, and then click the Browse button in the Parameter Reference
Entry dialog.
5. Select Module Parameters in the Object Type field, and then browse in the
TANK-101 area for FIC-101/PID1/PV.CV to plot the value of the outlet flow.

6. Click OK in the Parameter Reference Entry dialog.

7. In the Configure Chart dialog, click Add, and then browse for LI-101/AI1/PV.CV to
plot the value of the tank level in the tank process.
8. Click OK.
9. Click the New Axis check box for LI-101/AI1/PV.CV.

10. Click the Multiple Y-Axes tab.

11. Click the down arrow and select 50/50 in the Axis styles box to create two Y scales
to plot the data values.

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12. Click the Configure Chart tab, and enter MYGRAPH as the Graph Title.
13. Click OK to close the Configure Chart dialog.
The graph appears, showing module trends for the two parameter references, as
well as the events in area TANK-101.

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The Process History View application has numerous graph configuration options
and event filtering options that are described in the Online Help.
Tip
Click Trend → Plot Method to change the line style.

14. Quit the Process History View application. Save if you are prompted to do so.

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9 Configuring the hardware, loading

and assigning licenses, and setting up
user accounts
9.1 Configuring the hardware
After physically connecting the hardware, you need to configure the hardware so that the
DeltaV system can get the controllers, workstations, and I/O working together and
working with the DeltaV software. As soon as you have configured your first workstation,
you need to set up a user account using DeltaV User Manager, described later in this
section.
Important
The first user must log into Windows using an administrator account. The computer
comes with either Administrator (on server class computers) or Emerson (on workstation
class computers) as the default administrator account. The procedure for the first user's
logon differs between workgroups and domains. Refer to the important information in
Setting Up the First User Account for instructions.

In this section, you will learn how to configure the controller and workstation nodes and
the I/O. Hardware should be connected and running before you configure it. Refer to the
hardware installation topics in DeltaV Books Online if you need information about
installing hardware.
Look at the DeltaV Explorer screen below to see how the controllers, workstations, and I/O
fit into the overall structure of a DeltaV process system. The numbers show the typical
sequence for configuring the hardware.

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Related information
Setting up the first user account

9.2 Configuring DeltaV workstations

The DeltaV system provides a Workstation Configuration application that steps you
through the procedure for configuring the workstations in your system. This application
must run on a workstation the first time it is used as a DeltaV workstation.
You must configure the ProfessionalPLUS workstation first. There can be only one
ProfessionalPLUS workstation in a DeltaV system. If there are other workstations to be
configured, you must create a workstation configuration file from the ProfessionalPLUS to
configure those workstations.
The specific steps that you take to configure the ProfessionalPLUS workstation vary
depending upon the configuration options that you choose. Refer to the Workstation
Configuration online help as you configure your workstations. Click the Help button or use
the context sensitive help to access additional information. Most of the screens are self-
explanatory and easy to fill out.
Basically, configuring a ProfessionalPLUS workstation consists of defining the workstation
as the ProfessionalPLUS (without changing the name of the workstation), and making
network settings. Configuring other workstations involves a few additional steps.

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After you configure the workstations, you will load and assign licenses and download the
workstations in DeltaV Explorer.

9.2.1 Open the DeltaV Workstation Configuration application

When you start up a workstation for the first time, the DeltaV Workstation Configuration
application opens automatically. If you elect not to configure the workstation right away,
then you will need to open the application from the DeltaV program group when you are
ready to perform the configuration. You cannot do any work with the DeltaV system until
the workstation is configured. The Workstation Configuration application guides you
through the process of configuring the ProfessionalPLUS. Remember to refer to the online
help for complete information on configuring the ProfessionalPLUS workstation. The
Workstation Configuration application sets up the workstation's network settings and
creates the initial database to hold the DeltaV system configuration. This process may take
several minutes to complete. You are instructed to restart your computer for the
configuration changes to take effect.
Important
If your workstation has already been configured, do not repeat this procedure.

1. Click Start → DeltaV Installation → DeltaV Workstation Configuration.

The initial screen appears.

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2. Click the Help button to familiarize yourself with the application. When you are
ready to begin the configuration, click Next.
3. Select ProfessionalPLUS workstation, and then click Next.

9.3 DeltaV software license types

Before you can download your DeltaV software configuration, you must connect the
System Identifier to the ProfessionalPLUS workstation, load your licenses on the
ProfessionalPLUS workstation from a license disk, and assign licenses to the workstations
and controllers in your DeltaV network. Before loading and assigning your licenses, take a
few minutes to read the next sections about DeltaV software licenses.

System software
Major system software versions require a license. A major version is one in which the
integer portion of the version number changes from the previous version. A Major Version
License is required when you upgrade from one major version to another and for first-time
installations.

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Controller software
Controller software for continuous control is licensed through four I/O-based, system-
wide licenses. For batch control, a fifth system-wide license is added; it is the Advanced
Unit Management license. The system-wide licenses are assigned to the ProfessionalPLUS
workstation and determine both the functionality available in every controller in the
system and the potential size of the system. System size is expressed in Device Signal Tags
(DSTs).
When purchasing controller licenses, it is necessary to understand the difference between
the four I/O-based licenses, which are:
• Discrete Monitor Input
• Discrete Control Output
• Analog Monitor Input
• Analog Control Output
For the controllers in your system, select specific DST sizes of the four I/O-based licenses
by counting the number of discrete inputs, discrete outputs, analog inputs, and analog
outputs required for your process.
Purchase each license with a DST size equal to or greater than the total number of input or
output signals it represents. For example, purchase a 100-DST Discrete Monitor Input
license to bring up to 100 discrete inputs into the controller(s). Or purchase a 100-DST
Analog Control Output license to get up to 100 analog outputs from the controller(s). The
licenses allow input and output signals through conventional I/O, bus I/O, or Serial I/O.
DeltaV Books Online provides a more detailed definition of the system-wide controller
licenses.
For batch systems, the number of licenses required is based on the number of class-based
unit modules under process cells. Advanced Unit Management licenses are sized based on
the number of class-based unit modules configured in the system.
You also specify the total number of DSTs (the sum of all DSTs associated with the four
I/O-based licenses) when selecting a ProfessionalPLUS license.
Each pair of redundant controllers requires a separate redundant controller license.

Workstation software
When you install DeltaV Software on a PC or server, the installation wizard enables you to
define the PC or server as one of three node types: ProfessionalPLUS, Operator, or
Application. After the software installation is complete, you determine the functionality
and size of the workstation with software licenses. Key licenses are bundled in software
suites. Each suite enables the use of specific functions and applications as defined in the
product data sheets. The following table defines which software suites can be assigned to
each of the three node types:

Workstation Node Type Supported Software Licenses

ProfessionalPLUS workstation ProfessionalPLUS license suite, DeltaV Experience license
Operator Station Base license suite, Maintenance license suite, Professional license
suite, View-only license suite, and Operator license suite
Application Station Application license suite

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After you install a license suite, you can install Add-on and Scale-up licenses. Add-on
licenses add new licensed features and functionality to the initial license and Scale-up
licenses increase the capacity of an existing license feature.
Seat licenses bundle existing licenses for continuous and batch engineering functions.
Some variations of the seat licenses support floating license capability and temporary
license capability. Floating licenses enable users to have full use of engineering tools on
workstations that have license suites that do not include those tools.
To expand the DST capacity of a workstation that has the DeltaV Experience license
assigned, you must first assign a ProfessionalPLUS license suite. Assigning a
ProfessionalPLUS license suite uninstalls the DeltaV Experience license and enables you to
assign I/O-based and Scale-up licenses.

Batch software
Batch licenses are sized by the number of class-based Unit Modules configured for use in
batch control.

9.4 Loading and assigning licenses

Use DeltaV Explorer from the ProfessionalPLUS workstation to load the licenses from the
license disk (located in the License Pack), and then assign the licenses to nodes.
Tip
Be sure that the System Identifier (also located in the License Pack) is connected to the
ProfessionalPLUS workstation, and be sure to have the license disk ready. To verify that the
System Identifier is connected to the workstation, select Help → About in any DeltaV
application.

9.4.1 Load licenses

From the ProfessionalPLUS workstation:
1. Click Start → DeltaV Engineering → DeltaV Explorer to open DeltaV Explorer.
2. Insert the license disk into the drive.
3. In DeltaV Explorer, select File → Licensing → Load License File.
The Load License dialog opens.

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4. Select the license file to load, and then click Open.

Tip
You can also select System Configuration → Setup → Licenses in the left pane of
the Explorer, right-click, and then select Load License File.

5. Read the information in the Terms and Conditions dialog and, if you agree, enter
the requested information, and then click Next. If you do not agree, return the
license disk and System Identifier to Emerson.
6. Fill in the User Contact Information dialog, and then click Next.
7. Fill in the End User Company Information dialog, and then click Next.
8. Read the information in the Registration dialog, and then click Finish.
9. The licenses are loaded into the License folder. Select System Configuration →
Setup → Licenses to view the licenses.

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10. Now you can assign the licenses to nodes.

11. Consider creating a backup copy of the license file. Select File → Licensing →
Create License File to create a backup copy of the licenses.

Note
Your licenses are exported if you completely export your DeltaV system.

9.4.2 Assign licenses to nodes

After the licenses are loaded, you assign them to nodes (workstations and controllers).
Typically, controllers require one license (unless you purchase Scale-up licenses for the
controller) and workstations require one or more licenses.
1. Select and right-click the node, and then select Licensing → Assign License.

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A dialog opens showing only the compatible licenses for that node. Because the
selected node is a controller node, multiple types of licenses are compatible with it,
as shown in the following figure.

2. Select the licenses that you want to assign to the node, and then click OK.

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9.4.3 View license details

1. Select and right-click the node for which you want to see license details.
2. Select Properties from the context menu, and then click the Licensing tab.

The Licensing Properties page shows the assigned license features and the number
of features (DSTs, items, and devices) configured on the node.

3. Click the Licensing Details button to see details on the license features included on
each license.
There are two other ways to assign licenses:

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• Open the Licenses folder (under System Configuration → Setup), drag a license
from the list, and drop it onto a node. When you drag a license from the licenses
folder onto a node, you must choose the license from the entire license pool.
• Select and right-click the Licenses folder (under System Configuration →
Setup), and then use the license's context menu to assign the license to a node.
When you assign a license using the license's context menu, you are given a list
of compatible nodes for the license.
Now that you have assigned your licenses, you can download the configuration for
your workstations and controllers.

9.4.4 Download the ProfessionalPLUS workstation

When you have finished configuring the workstation and assigning licenses, you need to
download the configuration. Before you download, make sure the System Identifier has
been connected to the ProfessionalPLUS workstation.
1. Start DeltaV Explorer by clicking Start → DeltaV Engineering → DeltaV Explorer.
2. Under Control Network, select and right-click the workstation, and then select
Download → ProfessionalPlus Station from the menu.

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3. Read the message and, if you are sure that the workstation is not controlling a
process, click Yes to acknowledge the message and accept the defaults in the
Confirm Download dialog.
A window opens showing the progress of the download and providing information
about any problems encountered.

4. Click Download Anyway if the Configuration Check Results message box appears.
Because you have not assigned I/O, you will probably get some configuration
messages.

5. Click Close to close the Download dialog.

9.5 Configuring other workstations

Before configuring other workstations, you must add their names to your Control Network
in DeltaV Explorer. Then create a workstation configuration file from the ProfessionalPLUS
workstation to configure the other workstations.

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You must connect the ProfessionalPLUS and other workstations to the network before
running DeltaV Workstation Configuration. Workstations must be able to communicate
with the ProfessionalPLUS workstation for a successful download.

9.5.1 Add other workstations to the system in DeltaV Explorer

1. On the ProfessionalPLUS workstation, open DeltaV Explorer.
2. Select and right-click Control Network.
3. From the context menu, select New → Operator Station.

The Node Properties dialog opens.

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4. On the General tab, enter the name for the Operator Station. For remote nodes, the
new workstation node names must be the same as the Windows names for those
machines.
5. Accept the default settings, and then click OK. By default, the new workstation is
created with DeltaV network redundancy enabled. If your DeltaV system uses a
simplex network, deselect Enable network redundancy for this node.

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6. The new workstation node appears under Control Network.

9.5.2 Create a workstation configuration file

If you do not create a workstation configuration file immediately after adding
workstations to the system in DeltaV Explorer, you will need to create one later.
Perform the following steps on the ProfessionalPLUS workstation to create a workstation
configuration file. You can save the file to removable media or to an accessible network
location.
1. Open DeltaV Explorer if it is not already open.
2. Select and right-click Physical Network.

A context menu appears.

3. Select Create Station Configuration File from the context menu.

A dialog appears for you to specify the file name and destination. The default name
for the workstation configuration file is DevData.cfg.

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4. Select a location to save the workstation configuration file, and then click Save.

9.5.3 Configure other workstations

Perform the following steps on the other workstations:
1. Open the Workstation Configuration application by clicking Start → DeltaV
Installation → DeltaV Workstation Configuration.
2. Click Next on the opening screen.
3. Select Other Workstation and then click Next to continue.
The Workstation Configuration application guides you through the process of configuring
the workstation. Remember to refer to the online help. This process may take several
minutes to complete. You are instructed to restart your computer for the configuration
changes to take effect.
If you have more workstations to configure, repeat this procedure on each workstation
using the same workstation configuration file.

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When you have finished configuring the workstations, you need to download each
workstation's configuration.

Related information
Download the ProfessionalPLUS workstation

9.6 Configuring the controller node

You can configure controllers and I/O before the hardware is connected. By configuring a
controller placeholder, you can perform most of your hardware configuration offline. After
you have physically connected the controller, you can easily assign it to the placeholder.
For information about connecting your hardware, refer to the hardware installation and
reference manuals in DeltaV Books Online. At startup, the DeltaV system detects all
connected controllers and lists them in DeltaV Explorer as decommissioned controllers. At
that point you can drag a decommissioned controller to your control network or to a
specific controller placeholder that you have configured in advance.
If you want to do the tutorials that appear in previous sections of this book, you can set up
a controller placeholder called CTLR1 and then configure I/O channels for it according to
the instructions in the next section.

9.6.1 Create a controller placeholder

1. Open DeltaV Explorer on the ProfessionalPLUS workstation.
2. Select and right-click Control Network, then select New → Controller from the
context menu.

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A new controller, named NODE1, is added under the Control Network. The name
appears in the right pane in an edit box, ready for renaming.
Note
A red X next to a controller means that the controller is not communicating.

3. Rename the controller to something meaningful for your system. To do the

tutorials in this guide, name it CTLR1.

9.6.2 View controller properties

(These are general instructions and are not part of the tank process tutorial. If you have a
controller and I/O connected, they are not likely to match the hardware specifications for
the example.)
1. In DeltaV Explorer, select System Configuration → Physical Network → Control
Network → controller placeholder.
2. From the context menu, select Properties.
The Controller Properties dialog appears.

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3. Select an area to associate alarms and events with, and select the check boxes
required for your installation. You do not need to set any values in the Model/
Software Revision group of the dialog box. Accept the defaults. When you
download, the DeltaV system updates the values in this group to reflect the
controller model and software revision in your system.

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9.6.3 Locate and configure a connected controller

(These are general instructions and are not part of the tank process tutorial. If you have a
controller and I/O connected, they are not likely to match the hardware specifications for
the example.)
1. In DeltaV Explorer, select System Configuration → Physical Network →
Decommissioned Nodes.
2. Select the decommissioned controller in the right pane.

3. Drag the decommissioned controller to Control Network or to a specific controller

placeholder. You can also commission a controller by selecting Commission from
the Control Network context menu or the controller's context menu.
If you drag the decommissioned controller to Control Network, a Properties dialog
opens for you to enter a name for the controller. Then you will be asked if you want
to auto-sense the I/O cards. For a new controller, for which you have done no
configuration, you would normally click Yes.
If you drag the decommissioned controller to a placeholder, such as CTLR1, you will
be asked if you want to auto-sense the I/O cards. If you have already configured I/O
cards for the placeholder controller (which you will learn how to do in the next
section), click No. If you click Yes, the auto-sensed cards will be compared to the
ones configured, and any mismatches will be displayed. You can replace any empty
slot with an auto-sensed card. To replace mismatched cards, you must delete the
configured cards.

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Tip
You can identify a decommissioned controller and confirm that it is communicating
by selecting and right-clicking the controller, and then selecting Properties. Select
the Controller tab, and then select Flash lights to make the controller's lights all
flash at the same time. You can then select Stop flashing and click OK to close the
dialog.

Important
You can decommission a controller by selecting and right-clicking the controller,
and then selecting Decommission. The left pane still shows the controller name.
This placeholder still contains configuration information, such as I/O Device Tags
and assigned modules. Do not delete the controller placeholder. Deleting a
controller placeholder will also delete the I/O configuration, including any Device
Tags assigned to the controller's I/O.

9.7 Configuring I/O channels

The next task is to configure your I/O channels. There are several steps. First, you either
auto-sense physically connected cards or add I/O card placeholders using DeltaV Explorer.
Then you enable the channels on the cards and define the Device Tag for each channel.
The Device Tags are the names the DeltaV software uses in the control modules to identify
the input and output instruments and hardware devices like transmitters, valves, and so
on.
In the tank example used in the tutorial, there are four I/O cards installed in the following
order: Analog In, Analog Out, Discrete In, and Discrete Out. If you have a real system set
up, your I/O cards may not have been installed in this order. You may not even have some
of these card types. Therefore, to be able to do the tutorial I/O configuration procedures,
you will need to configure a controller placeholder, as described in the previous section.
You can learn the general I/O card configuration steps by reading this section.
Each I/O card has eight channels, not all of which will necessarily be used. The following
table lists the Device Tags for the tank process examples.

I/O Card I/O Card Type Channel Channel Type Device Tag Description
C01 Analog In, 8 CH01 Analog In LT-1 Level
Ch, 4-20 mA, transmitter
HART
CH02 Analog In FT-1 Flow
transmitter
C02 Analog Out, 8 CH02 Analog Out FY-1 Regulatory
Ch, 4-20 mA valve
C03 Discrete In, 8 CH01 Discrete In XI-1 Confirm motor
Ch, 24 VDC, contact
Isolated
CH02 Discrete In LSC-1 Limit switch-
closed

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I/O Card I/O Card Type Channel Channel Type Device Tag Description
C04 Discrete Out, CH01 Discrete Out XV-1 Block valve
8 Ch, 24 VDC,
High Side
CH02 Discrete Out ZX-1 Motor start
contact

Usually, the I/O cards are already downloaded and auto-sensed when you define the
controller node, and you can go directly to the procedure for configuring the first channel
on the first I/O card. However, if you need to add a card or a placeholder, go to the
procedure for adding a card or placeholder.

9.7.1 Add an I/O card or placeholder

1. In DeltaV Explorer, select System Configuration → Physical Network → Control
Network → CTLR1 → I/O.
2. Right-click I/O and select New Card from the menu.
The Add Card dialog appears.

3. Type a description for the card (such as Analog Input) and confirm or change the
slot position.
4. Select a Card class from the top pull-down list. (The first card is an Analog Input
card.)
5. Select a Card type from the second pull-down list. (The first card is 8 Channel,
4-20mA, HART).

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6. Click OK.
7. Repeat the procedure to add the remaining three cards, using the information from
the table in the topic on configuring I/O channels.

9.7.2 Configure the first channel on the first I/O card

1. In the DeltaV Explorer, select System Configuration → Physical Network →
Control Network → CTLR1 → I/O.
The right pane lists the I/O cards.

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2. Click the I/O configuration button on the toolbar (or right-click I/O , and then
select Configure I/O from the menu).

The I/O Configuration window opens, displaying a list of the eight channels
available on all the I/O cards. The default channel names are CH01 through CH08.

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3. For the first card (C01), select CH01, the first channel.
4. Double-click CH01 (or right-click, and then select Properties from the menu).
The Channel Properties dialog appears.

5. Select Enabled.
6. Enter a description of the channel, for example, Level Transmitter.
7. Enter a Device Tag in the Device Tag field, for example, LT-1.
The Channel Properties dialog now looks like this:

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8. Click OK.

9.7.3 Configure the remaining cards and channels

1. Repeat the procedure (steps 3 through 8), substituting the appropriate information
from the table in the topic on configuring I/O channels.
Tip
To enable a contiguous group of channels, hold down the SHIFT key, select the
channels, select Properties from the context menu, and then click Enable. To
enable individual channels, hold down the CTRL key, select the channels, select
Properties from the context menu, and then click Enable.
If there is a printer handy, you can print a copy of your I/O configuration by clicking
the Print button on the toolbar.

2. Close the I/O Configuration window.

9.8 Downloading the controller configuration

After configuring the I/O cards and channels and assigning the controller licenses, you
need to download the controller configuration. (You can only do this for a real controller,
not a controller placeholder.)
Do not download configuration information to an operational system unless you know
how the changes will affect the system.

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9.8.1 Download the controller configuration

1. In DeltaV Explorer, select and right-click the controller, and then select Download
→ Controller from the menu.
2. Read any messages that appear and select the appropriate responses.
A window opens showing the progress of the download and providing information
about any problems encountered.

3. When the download is complete, click Close.

9.9 Setting up the first user account

By default, the computer arrives with at least one of the following administrator accounts:
• Administrator - enabled on server class computers
• Emerson - enabled on workstation class computers
Important
The first user on a computer (before any DeltaV software is installed) must log into
Windows using one of the above listed administrator accounts. The default password for
both accounts is deltav (lowercase). You must change the default administrator account's
password.
The Administrator account is disabled during DeltaV installation. You are prompted at that
point to create a new account with administrator privileges. The Emerson account is not
affected.
For added security when in a domain, consider making the local administrator account's
password different than the same account name in the domain. That is, make the .
\Emerson (the local computer administrator account) have a different password than the
domain_name\Emerson account.

In a domain environment, include the domain name when you log on to Windows (for
example, domain_name\Emerson). If you do not include the domain name and the user
name exists on the workstation as well as on the domain, the software logs you in as the
local administrator on the workstation rather than the domain administrator user.
Important
The first user who logs in to the system after DeltaV is installed must use the administrator
account that was used when running Workstation Configuration. This account has
administration privileges associated with the computer operating system as well as full
access to all DeltaV functions such as configuring hardware, configuring the process
system, making changes to the configuration, loading and assigning licenses,
downloading all nodes, and so on.

There are other default interactive user accounts on your system, such as Operator,
Supervisor, Maintainer, SIS_Configure, and Configure. We recommend creating unique
passwords on these accounts as well.
Before any other users log in to the system, some thought should be given to the overall
user access scheme. If more than just one or two users will be accessing the system, you

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may want to limit their ability to change the process configuration or perform downloads.
To do this you need to set up user names and access privileges in the User Manager.

9.9.1 Open the DeltaV User Manager

1. If you are the very first user after the workstation has been installed with DeltaV, log
into Windows desktop as either Administrator (on server class computers) or
Emerson (on workstation class computers).
2. When prompted to log into DeltaV, use the same administrator-level account as
used for the Windows login.
3. Select Windows Desktop from the Flexlock application.
4. Click Start → DeltaV Engineering → User Manager.
The initial screen of the User Manager application appears.

There are a number of default interactive user accounts, including Administrator (or
Emerson on workstation class machines), Configure, Operator, Supervisor, Maintainer,
SIS_Configure, and Guest. Only Administrator (Emerson) has full privileges.

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To learn more about User Manager, particularly the specifics of how to limit access to plant
areas and grant configuration/download privileges, read the online help for this system.

9.9.2 Add a new user

You must be logged into Windows and DeltaV as an administrator in order to add users. In
a domain environment, you must be a domain administrator to create domain-level
accounts.
1. Click File → New → User.
The New User dialog appears.

2. Type the Name, usually only the last name, and tab to the next field or click the next
field. Do not press Enter or click the OK button until you have made all your
selections for this user account.
Note
If you press Enter, the new user account is created with all the default settings of
Windows and DeltaV Account types, but no Download or Configure privileges. To

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add these privileges, you need to edit the user account properties by clicking the
user's name and selecting File → Properties.

3. Type the Full Name and tab to the next field.

4. You must enter a password and inform the person of the password.
5. Confirm the password in the next field.
6. Select both Account Types.
DeltaV accounts are global. Windows accounts are specific to each workstation. A
user's DeltaV account is only usable on a workstation when the Windows account is
also enabled for that user on the workstation. You must enable a Windows account
for each DeltaV user on every workstation on which that user runs the DeltaV
system.

7. Select a role for this user. Roles are used to assign users to groups and to assign
permissions and Group Policy Objects.
8. Click the Advanced tab.

9. Fill in any other information as appropriate for your usage environment.

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10. If the user should have Download or Configure privileges, click the Keys tab and add
these privileges. (These tabs are described briefly in topic: The Groups and Keys
tabs.)
11. Click OK.
12. Close the User Manager application.

9.9.3 The Groups and Keys tabs

The Groups tab is where you can assign the user to a user group that has predefined
access privileges. The Keys tab is where you can restrict or grant access to control module
parameters and fields. The locks may be for individual plant areas or across all plant areas.
You do not need to be concerned about either of these tabs until you have more of your
system set up. At some point, however, you will have to specify in detail the locks and
groups. Refer to the Online Help for the User Manager for more information on how to do
this.

Note
You can modify existing users' DeltaV keys and DeltaV group memberships when logged
into Windows as a DeltaV Administrator (a member of the DeltaV Admins Windows

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group). You do not need to be a Windows administrator (local or domain) to do these

tasks.

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10 Download the workstation setup

data
After you have made your changes in DeltaV User Manager, you need to download the
workstation setup data.
1. In DeltaV Explorer, select the workstation, right-click it, and select Download →
Setup Data from the menu.
2. Click Yes to confirm the download.
3. A window opens to show the progress of the download and to provide information
about any problems encountered.
You have finished the Physical Network part of the system configuration and set up
your user account. Now you are ready to start configuring the control strategy.

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Index
A control modules used in the tutorial 33
control strategy
accounts 209 steps for creating 45
acknowledging alarms 169 Control Studio
Administrator account 209 adding function blocks 61
alarm banner 68 Control Studio interface 45
alarms control tag properties 107
acknowledging 169 controller
modifying 69 configuring 199
Alarms and Events subsystem 171 controller placeholder
alignment grid, Graphics Studio 106 creating 199
applications, DeltaV Live creating modules 61
DeltaV Live 92
DeltaV Live Administration 91
Graphics Studio 92
D
AREA_A 47 data collection 171
areas datalinks
assigning to the Continuous Historian subsystem 172 creating 141
assigning licenses 188 degree properties 107
assigning modules to controllers 57 DeltaV Explorer
opening 37
B overview 37
DeltaV help 32
Boolean properties 107 DeltaV Library
function block templates 40
module templates 41
C DeltaV Live
cards applications 91
configuring channels 203 applications, DeltaV Live 91
channels getting started with 114, 117, 121, 122, 125, 127
configuring 203 overviews 91, 92
collecting data 171 terminology 92
color 138 tutorials 114, 117, 121, 122, 125, 127
color properties 107 workstations 96, 98
conditions DeltaV Live Administration 91
specifying 73 DeltaV nodes
configurable property types 107 configuring 183
configuration DeltaV Operate Configure 129
controller 199 DeltaV Operate run mode 163
I/O channels 203 DeltaV software applications 18
configuration file 197 DeltaV User Manager 210
configuring DeltaV workstations 184 DeltaV Workstation Configuration application 185
configuring the hardware 183 DeltaV workstations
Continuous Historian subsystem configuring 184
assigning areas to 172 detail displays 166
control module templates display reference properties 107
modifying 52 document editing area 106
control modules domains
creating 61 logging into 209
creating from a library template 50 downloading
identifying primary control picture associated with 56 ProfessionalPLUS workstation 193
verifying 59 downloading modules 88

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downloading the workstation 177 licenses (continued)

dynamic properties 140 controller software 186
dynamos 150 loading and assigning 188
redundant controllers 186
system software 186
E viewing details 192
editing canvas 106 workstation software 186
enable history collection 173 links 140
Expression Assistant 73 loading licenses 188

F M
faceplates 166 main history list 165
floating point properties 107 main picture template
font properties 107 opening 135
function block reference properties 107 Master Time Server
function block templates 40 define 43
function blocks measurement properties 107
adding in Control Studio 61 modifying alarms 69
adding parameters to 64 module history
collecting 171
module parameters
G adding to function blocks 64
module templates 41
glossary, DeltaV Live 92
module termplates
GPS network time server 42
copying from the library 49
Graphics Configuration pane 107
modules
graphics expression properties 107
assigning to controller 57
Graphics Studio 92
creating 61
downloading 88
H multi–language string properties 107

hardware configuration 183

help 32 N
history collection
Named Sets
enabling on the workstation 173
creating 78
history data
Network Time Protocol 42
viewing 178
network time server 42
nodes
I configuring 183
NTP 42
I/O
configuring 203
image properties 107 O
integer properties 107
operator pictures
interaction regions, Graphics Studio 106
adding color to 138
interlock conditions
creating in DeltaV Operate 129
specifying 75
main history list 165
navigating through the picture hierarchy 132
L operator pictures used in the tutorial 35
Overview picture 131
library overviews
function block templates 40 DeltaV Live 92
module templates 41 DeltaV Live Administration 91
license details 192 Graphics Studio 92
licenses

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P tutorial
control modules used 33
panes, Graphics Studio 106 operator pictures used 35
parameter reference properties 107 SFC used 34
parameter references 140 tank process used 34
parameter tagnames 75 tutorials 114, 117, 121, 122, 125, 127
parameters
adding history collection to 64
adding to function blocks 64
U
percentage properties 107 UI, See user interface
picture hierarchy user accounts
navigating through 132 setting up 209
placeholder user interface 98
configuring a controller placeholder 199 User Manager 210
plant areas 47
previous and next pictures
setting 158 V
primary control picture 56
verifying control modules 59
process history 178
view history data 178
Process History View 178
views, Graphics Studio 106
ProfessionalPLUS workstation
downloading 193
property types 107 W
workstation
R downloading 177, 193
enabling history collection on 173
remote client sessions, DeltaV Live 96
Workstation Configuration application 185
ribbon 98
workstation configuration file
creating 197
S Workstation Management 96
workstations
scale properties 107 configuring 184
selection properties 107 workstations, DeltaV Live 96
Sequential Function Chart workstations, DeltaV Live-enabled
creating 81 dedicated-purpose operator stations 98
Sequential Function Chart used in the tutorial 34 writable variable reference properties 107
Sequential Function Charts 78
setting up user accounts 209
SFC Z
creating 81
zooming, Graphics Studio 106
SFCs 78
software applications 18
software licenses 186
string properties 107
system time
Master Time Server 43

T
tagnames 75
tags 75
tank process used in the tutorial 34
terminology 14
terminology, DeltaV Live 92
trend charts 155
trend links 155

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