Chapter 1 - Rockwell Automation

Chapter 1 - Rockwell Automation
L30 - Sizing PlantPAx System Architectures for
Optimal Performance
For Classroom Use Only!
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Sizing PlantPAx System Architectures for Optimal Performance
Contents
Before you begin ......................................................................................................................................... 4
 About This Hands-On Lab........................................................................................................................ 4
 What You Will Accomplish ....................................................................................................................... 4
 Lab Materials ............................................................................................................................................ 4
 Document Conventions ............................................................................................................................ 4
 Before You Begin ..................................................................................................................................... 5
1: Create a Process IAB Project Using Defaults ...................................................................................... 6
2: Modify a Process Configuration .......................................................................................................... 37
3: Correct Problems in a PSE Configuration .......................................................................................... 52
Before you begin
About This Hands-On Lab
The PSE (PlantPAx System Estimator) module of IAB is designed to help you develop budgetary quotes
for process control systems. The PSE works from basic information typically available when a process
control system is being designed, and also allows for precise configuration if desired.
Using the PSE defaults, all you need to create a budgetary quote is:
 Number of operator workstations
 I/O type and count by location
The PSE takes information you enter and applies architectural structure and system recommendations
from the PlantPAx Process Automation System Reference Manual (PROCES-RM001_-EN-P). Using
these guidelines, the PSE helps you determine the number of controllers needed in a subsystem based
on I/O count and type; assuming typical process control strategies. The PSE also gives you flexibility to
adjust the relative complexity and execution speed of the proposed control strategies. This flexibility
allows you to adjust estimates based on evolving customer specifications.
What You Will Accomplish
As you complete the exercises in this hands-on session, you will:
 Learn your way around the PSE user interface
 Configure a Process System from user-supplied information using PSE defaults
 Learn how to set preferences
 Learn how to build a configuration of servers, controllers, I/O locations, and workstations
 Learn how to configure I/O using point counts or control strategies
 Assign I/O points to hardware
Lab Materials
For this hands-on lab, you need the following:
 Hardware – None
 Software – IAB 9.4 or greater
 Documentation – Not required, but highly recommended, is the Integrated Architecture for
Process Control System Reference Manual (PROCES-RM001_-EN-P)
Document Conventions
Throughout this lab manual, we have used the following conventions to help guide you through the lab
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materials.
This style or symbol:
Indicates:
Words shown in bold italics (e.g.,
RSLogix 5000 or OK)
An item or button that you must click on, or a menu name from
which you must choose an option or command. This will be an
actual name of an item that you see on your screen or in an
example.
Words shown in italics, enclosed
in single quotes (e.g.,
'Controller1')
An item that you must type in the specified field. This is information
that you must supply based on your application (e.g., a variable).
Text in a gray
box.
Note: When you type the text in the field, remember that you do
not need to type the quotes; simply type the words that are
contained within them (e.g., Controller1).
Text that appears in a gray box is supplemental information.
Although it is not required in order to complete the lab exercises, it
may help you understand better how IAB works or how to use IAB
more efficiently.
Note: If the mouse button is not specified in the text, you should click on the left mouse button.
Before You Begin
Please close all open applications before starting this lab exercise.
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1: Create a Process IAB Project Using Defaults
The PSE wizard comes with default settings applied that make it possible for you to easily configure a
process system based on basic information that you can gather from a customer. In this section of the
lab, you’ll create a new project in IAB and use the PSE wizard to configure a process application based
on customer-supplied information. You’ll create the controllers, I/O locations, servers, and workstations
shown in the diagram and add the I/O points in terms of I/O types and counts.
Here is a customer-supplied process control system diagram:
Follow the steps below to configure this project in IAB.
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1.
If IAB is already running, skip to step 3.
If IAB is not already running, double click on the Integrated Architecture Builder icon on the
computer Desktop to launch IAB on the VMWare image PlantPAx Demo v4.0 EWS01.
If IAB asks if you would like to establish an Internet connection, click No.
The IAB start page appears, with the IAB Project Options displayed.
2.
Click New Project and skip to step 4.
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3.
If IAB is already running, save any currently open project, then click the New button.
The Create a New Workspace dialog appears.
4.
In the Create a New Workspace dialog, select Process Automation Workspaces > PlantPAx
System Estimator and type in the Workspace Name ‘New_Process_Lab’, Click OK.
IAB Launches the PlantPAx wizard.
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5.
Look at the PlantPAx wizard window. Notice that there are three areas:
Each new system is automatically given some items in the system tree:
 Top-level system icon
 PASS (Process Application System Server)
 Operator workstation
 Subsystem folder
 Controller
 I/O location
 Engineering workstation
Click on each icon to see that the area on the right changes depending on the item selected on the
left.
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6.
Looking at the customer’s process control system diagram, we see that the application has a
supervisory network with six operator workstations and one engineering workstation. Under the
supervisory network are several controllers. We decide to organize the application into three
subsystems:
 Premix - Raw – Has one controller that controls I/O in two physical locations (Premix and Raw
Material Storage)
 Reactors – Has two locations, each of which has a controller with I/O (Reactor 1 and Reactor 2)
 Product Storage – Has one controller with I/O in one location (Product Storage)
Reactors
Premix - Raw
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Product Storage
7.
Right click on the PlantPAx_SS.1 item in the system tree and select Rename. (Slow double click
also works.)
Type in the name Process Plant and hit Enter.
8.
Rename OWS_001 to Premix Control Room.
9.
Add the other operator workstations at the system level. Right click on the Process Plant item.
Notice that you can add more servers, engineering workstations, and operator workstations at the
system level. We will not be adding any servers for this application, and the engineering workstation
has already been added by IAB, Select Add System OWS.
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IAB adds a new operator workstation to the tree at the system level.
10. Rename the new workstation Central Control 1.
11. Repeat steps 9 and 10 to add four more operator workstations with the following names:
 Central Control 2
 Central Control 3
 E & I Superintendent
 Plant Surrendering

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12. From the drawing, we see that the Premix - Raw area has one controller that controls I/O in two
locations (Premix and Raw Material Storage).
You can use the default subsystem, controller, and I/O location that IAB has created to begin adding
these items to the configuration.
The subsystem folder is a container for the controllers and I/O locations associated with a particular
process area. IAB has added a default subsystem folder to the tree under the PASS. Right click on
the folder, select Rename, and type in the name Premix - Raw.
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13. Right click on the controller that IAB has added in the Premix-Raw sybsystem and rename it PremixRaw also.
Right click the I/O location that IAB has added by default under the Premix-Raw controller and
rename it Premix.
The tree should now look like this:
14. The Premix-Raw area has one more I/O location. Right click the Premix-Raw controller and select
Add I/O Location.
IAB adds a new I/O location under the Premix-Raw controller.
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15. Right click the new I/O location and rename it Raw Material Storage.
16. Now add the other subsystems. Right click on the PASS and select Add Subsystem.
IAB adds a new subsystem folder under the PASS.
Rename this new folder Reactors.
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Repeat step 16 to add a new subsystem and rename it Product Storage.
With the Premix - Raw subsystem folder collapsed, the tree should now look like this:
17. From the drawing, you can see that the Reactors area has two controllers, each with a single I/O
location.
In the tree, right click on the Reactors subsystem folder and select Add Controller.
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IAB adds a controller under the Reactors folder. Rename the new controller Reactor 1.
Repeat to add another controller and rename this one Reactor 2.
18. Right click on the Reactor 1 controller and select Add I/O Location.
IAB adds a new I/O location under the Reactor 1 controller. Rename it Reactor 1 I/O.
19. Repeat Step 19 to add an I/O location under the Reactor 2 controller. Rename the new I/O location
Reactor 2 I/O.
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20. Check the drawing to see that the Product Storage area has one controller and one I/O location.
Right click the Product Storage subsystem folder and select Add Controller. IAB adds a new
controller. Rename the controller Product Storage. Add an I/O location to the Product Storage
controller and rename it Product Storage I/O.
21. You have now created the tree for the process application, including areas (subsystems), controllers,
and I/O locations as well as operator workstations.
Next you will set preferences for each of the items you created.
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22. Click on the PASS in the tree. Notice the server preferences that appear.
For the server, you can specify the number of displays the server is to be licensed for, whether the
server should be redundant or not and additional information for tags, alarms, and update rates.
Notice that IAB has selected default values for all the parameters. For now leave all these
preferences at their default values.
23. Click on the Premix-Raw subsystem folder. There are no subsystem level preferences other than
the name.
24. Click on the Premix-Raw controller. Controller preferences for the selected controller are displayed.
For each controller, you can specify controller type, where the controller module is to be located, and
the network for the I/O in the I/O locations under the selected controller.
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25. Click on the Controller dropdown to display a list of the controllers you can specify.
Notice that the way to specify a redundant controller is to select one of the items labeled Redundant
in the controller dropdown. Leave the default 1756-L73 selected.
Click on the other controllers in the tree to see their preferences settings.
26. Click on the EWS_001 icon in the tree. There are no preferences for the engineering workstation.
27. Click on the Premix Control Room workstation icon in the tree. For each operator workstation, you
can select whether there are one or two active clients. That is, the number of separate client
applications to be run on the OWS. The default is 1 client. More clients may be used; this is typically
when the OWS manages more than one monitor. Leave these preferences at the default setting of 1.
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28. Click on the Premix I/O location. Notice that none of the I/O Location Preferences can be entered
on this screen. Also notice the Define I/O button. When you want to specify the I/O that is contained
in the selected I/O location, you click this button.
29. Click the Define I/O button now. IAB displays the I/O configuration window for this I/O location.
There is a lot going on in this window, so let’s take a few minutes to look at the different parts of it.
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30. In the upper left corner is the name of the I/O location. If this location is part of the customer’s
existing plant, you would check the Existing checkbox.
31. Under the Location Name are boxes for entering I/O Count. We will be using these for the current
project. If you would rather specify numbers of control strategies instead of numbers of I/O points,
you would click the Change to Control Strategy Input button. For this project, we are going to use
I/O Count. We will explore Control Strategy input later in the lab. There is also a box to enter the
percentage of spare I/O points to be included.
32. The large table in the center of the window shows information about control strategies.
For each control strategy type listed on the left of the table, the following information is displayed:
 Number of control strategies at different execution times. For example, the highlighted cell below
shows the number of Complex Regulatory Non-PID control strategies with an execution rate of
500ms:
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 Number of I/O points, tags, and memory allocated for the control strategy. For example, each
Complex_Reg_NonPID control strategy uses 4 Digital Inputs, 3 Digital Outputs, 1 Analog Input,
and 0 Analog Outputs. It also has 700 visualization tags, 19 history tags, and 17 alarm tags
allocated. Finally, 7.85KB of controller memory is allocated for each Complex_Reg_NonPID
control strategy.
 The total I/O points, tags, and memory for each control strategy. This is the shaded area of the
table.
33. The upper right corner of the window contains selectors that let you choose the source of the I/O
point, tag, and memory allocations that are used for the control strategies.
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34. Click in the dropdown for Point Distribution Profile.
Notice that there are three profiles to choose from:
 Profile A – This is the “standard” default profile for the PSE.
 Profile B – This profile provides a mix of fast and slow analog and digital I/O that is more or less
like that provided by the legacy Process System Estimator.
 Profile C – This is like profile B but with the I/O allocated to slower execution times.
For this exercise we will use Profile A. Click on Profile A - Standard in the dropdown.
35. For most applications, you should be able to use the default Control Strategy Preferences. However,
for some specific applications with very specific performance requirements, you may want to change
the default allocations. Click the Change button for Control Strategy Preferences. IAB opens a
dialog that shows available spreadsheets that can be used for Control Strategy Preferences.
PlantPAx_Location_Preferences is the default spreadsheet and you should not change this
spreadsheet.
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36. Right click on the PlantPAx_Location_Preferences_Template and select Open. This launches
Excel and opens the spreadsheet for editing.
We are not going to go into this in this lab, but in this spreadsheet you can specify:
 Number of DI, DO, AI, and AO points allocated per control strategy.
 Number of visualization and historian tags allocated per control strategy
 Number of potential alarms allocated per control strategy
 Controller memory allocated per control strategy
 Execution time for each control strategy for each controller type
 Allocation of I/O points among the control strategies and task rates for each of three profiles
(percentage of digital and analog outputs, and digital and analog indicators)
The procedure for creating a special purpose Control Strategy Preferences spreadsheet would be to
copy the Template spreadsheet and make your changes in the copy. This way you will always have
the template to use if needed.
Close Microsoft Excel and click Cancel in the open dialog.
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37. At the bottom left of the table is a summary of the I/O points, tags, alarms, and memory for the
controller that controls this I/O location, along with an indication of controller loading. This data is
totaled from all the I/O locations controlled by the same controller and gives you an easy to read
indication of controller loading. Since no I/O has been entered yet, 0% of controller capacity has
been used.
38. Finally, the lower right corner provides data to show if additional I/O points must be specified to meet
the requirements of the IAB-selected control strategies when using I/O counts to configure I/O. We
will see how these work shortly.
39. Now that you’ve taken a brief tour of the I/O configuration window, you can start entering I/O counts.
Look at the customer drawing and notice the I/O counts for the Premix location:
Enter the values from the drawing in the I/O Count fields. Click out of the I/O Count fields when
finished entering values.
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40. Notice what has happened in the Control Strategy table.
 Control strategies have been allocated:
 I/O points, tags, and memory have been totaled for each control strategy:
 The controller summary has been updated: 5 % of controller capacity has been used.
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41. No under-allocated I/O has been reported, so click the Accept button.
42. Click the Raw Material Storage I/O location in the tree and click the Define I/O button for this
location.
43. Enter the I/O counts for the Raw Material Storage location:
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44. Click Accept.
45. Click the Reactor 1 I/O location in the tree and click Define I/O. Enter the I/O counts for the Reactor
1 location and click out of the I/O Count fields.
Notice that the Under-Allocated I/O display shows the number 1 in the AI field.
The number 1 indicates that one more AI count is required to fulfill the I/O requirements of the
allocated control strategies.
Increase the AI I/O count by one, to 33. Click out of the field after entering the new value.
Now the Under-Allocated I/O fields are clear, so click Accept.
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46. Repeat step 46 for the Reactor 2 I/O location (same values).
47. In the tree, select the Product Storage I/O location and click the Define I/O button. Enter the I/O
values in the I/O Count fields as follows.
For the Product Storage location, the Under-Allocated I/O display shows one more DI is needed.
Increase the DI count to 25, then click Accept.
48. Click on each item in the tree and notice how the summary information for each item has been
updated per your I/O entries.
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49. With the I/O data entered, you are now ready to assign specific I/O modules. Click on the Premix
I/O location in the tree. Notice the radio buttons at the bottom of the window.
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50. Click the Assign I/O to Hardware radio button. IAB displays a table of I/O types and quantities with
specific modules assigned to each. Notice that the Use Default Settings checkbox is checked by
default.
IAB has selected ControlLogix I/O modules by default. Later in the lab, you’ll see how you can:
 Change the assigned I/O module for each type
 Select different I/O platforms
 Add additional lines in the table and divide the total I/O quantity for a type among two or more I/O
modules
 Add Process Network I/O, Motor Starters and variable frequency drives.
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51. Examine the section of the table for Conventional Digital Inputs.
 The green color indicates that all I/O of the stated type has been assigned to modules.
 The colored bar indicates the I/O type, in this case Conventional Digital Inputs.
 The numbers in the green bar show I/O points assigned / total I/O points. For example, in this
case 56 points out of a total of 56 have been assigned to a module.
 The white table rows below the colored row show the specific modules to which I/O points have
been assigned. By default, IAB has assigned all the conventional digtital inputs to the 1756-IA16
module.
For now we’ll accept the defaults. Click on each I/O location to see how the I/O has been assigned.
52. Check the Generate Bill-of-Material upon Finish checkbox and click Finish.
IAB generates the hardware for the specified process application.
53. Click the Networks tab. Click on Switch001. IAB has created the Supervisory network with the
specified engineering and operator workstations and an EtherNet/IP network for each controller as
specified in the wizard.
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54. Click on the Architecture tab.
55. Click the Hardware tab and check the hardware views of the created chassis to see the way the
controllers and I/O have been configured.
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56. Click the Project BOM button and check the project BOM.
You have now seen how to quickly configure a simple process application using the PSE and its default
selections. Next, you’ll learn how to configure an application in more detail. Close the BOM.
When we are using MMC components we need to convert these Intelligent Devices to I/O modules. We
have a table to help us make this conversion.
Device
Analog Input
Analog Output
Digital Input
Digital Output
Drive
1
1
2
2
Soft Start
1
0
2
2
Direct Start
1
0
2
2
In this case we are doing some assumptions, for example for the Drives we consider: speed reference,
actual speed, start, stop, running and fault. If we want to add more information from Datalinks we need to
consider more analog or digital I/O’s according to the desired measures or commands.
For this lab, if we have one MCC with 25 direct starters, 10 soft starters and 8 drives we need to include
this MCC as a Remote Rack I/O and select Define I/O Button.
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Following the suggested table we can find this total quantity.
Qty
Device
Analog Input
Analog Output
Digital Input
Digital Output
8
Drive
8
8
16
16
10
Soft Start
10
0
20
20
25
Direct Start
25
0
50
50
43
8
86
86
Total
We need to put this information in I/O Count, select the correct desired profile and now these MCC
devices are part of our Process System Estimation.
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2: Modify a Process Configuration
Using system defaults to quickly configure a process application can be useful for budgetary purposes,
but most process applications will require more detailed configuration later if not sooner. In this lab
section, you will modify the configuration you created in section 1 and learn about the detailed
configuration features of the PSE.
Suppose your customer has reviewed the initial configuration and has provided you with some additional
details and requirements:
 Use redundant power supplies on all ControlLogix chassis
 Use the ControlNet network with redundant media for all I/O
 Use redundant controllers in the reactor subsystem
 Use 8 channel analog input modules (1756-IF8) throughout instead of the 16 point versions quoted
 Add 5 AI and 2 AO Foundation Fieldbus devices to both Reactor 1 and Reactor 2
 Add 15 HART inputs to Product Storage
 Use FLEX I/O for the Product Storage I/O
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57. Go to the Wizard View. Double click on the PlantPAx_SS.1 item to reopen the PSE.
58. Use redundant power supplies on all ControlLogix chassis. In the PlantPAx System Estimator,
system preferences are stored in a spreadsheet (Excel). You can open the spreadsheet to edit the
system preferences. Click on the Process Plant icon at the top of the tree. Notice that System
Preferences are being supplied bythe PlantPAx Default Prefs ver 3.0 spreadsheet.
59. Click the Change button next to System Preferences. IAB displays a dialog that shows the default
spreadsheet. Right click the PlantPAx_System_Preferences spreadsheet name and select Open.
Clicking on the Open button in this dialog merely selects the spreadsheet for use in the
PSE; it does not open the spreadsheet for making changes to system preferences.
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60. IAB launches Excel and opens the system preferences spreadsheet. Note the PlantPAx Version is
3. This can be changed, since the field is a dropdown box to switch to version 1 or 2. Also, note the
message in the Hardware Generation Defaults. We will need to go to the Hardware Preferences
dialog in the PlantPAx wizard in order to specify redundant power supplies.
Fields in this spreadsheet that you can change are shown in green. You can change:
 System Preferences Name – this is the name displayed in the system preferences area when the
System icon in the tree is selected.
 Configuration Comment – text you enter to describe the spreadsheet (not used in the PSE)
 PlantPAx version – 1,2 or 3, selectable by dropdown.
 PlantPAx System Limits
o
Tags on scan per alarm
o
Percentage of faceplates and displays accessed per system-level and server-level
operator workstations.
o
Type of alarms
 Hardware Generation Defaults
o
ControlLogix chassis size, power supply voltage, and redundant power supplies
o
CompactLogix power supply voltage
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61. Close the spreadsheet and do not save changes.
62. Click on Edit Hardware Defaults button
63. Select the checkbox for Use Redundant Power Supplies. Click the OK button.
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Use ControlNet with redundant media for all I/O. Click on the Premix-Raw controller in the tree.
In the Controller Preferences area, select ControlNet and check the Redundant Media box.
Repeat for all other controllers.
64. Use redundant controllers in the Reactors subsystem. Click the Reactor 1 controller in the
tree. In the Controller dropdown, select 1756-L73 Redundant to specify a redundant controller.
This selection will generate a pair of redundant chassis with duplicate controllers, redundancy
modules, and communication modules and will add the necessary cables to the BOM as well.
Repeat for the Reactor 2 controller. Notice how the CPU Used % increases when redundant
controllers are selected.
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65. Use 8 channel analog input modules (1756-IF8). Since this change is to be applied throughout
the project, you should make the change in the Hardware Defaults. Click the Process Plant (system)
at the top of the tree and click the Edit Hardware Defaults button.
IAB displays the Edit Hardware Defaults dialog.
The Edit Hardware Defaults dialog lets you select the I/O modules that will be used in the wizard by
default. There are two sections: I/O Breakdown by Family, and Default Module Selection.
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66. For our application, we will not change the I/O Breakdown by Family. That is, we will use 100%
ControlLogix I/O as the default for both digital and analog I/O. We want to have the PSE use 1756IF8 modules for all analog inputs. In the Default Module Selection section of the dialog, find the line
for 1756 ControlLogix – Analog Inputs, and use the dropdown to select the 1756-IF8 module.
Click OK to accept the changes.
67. Add 5 AI and 2 AO Foundation Fieldbus devices to both Reactor 1 and Reactor 2. To add I/O
points like this is a multi-step operation. First, you must increase the total I/O quantity for each
location. Second, you must specify that 5 AI and 2 AO points are to be for Foundation Fieldbus
devices. To get started, click the Reactor 1 I/O location in the tree and click the Define I/O button.
IAB opens the I/O Configuration dialog.
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68. Increase the AI quantity by 5, to 38, and increase the AO quantity by 2, to 32. Click out of the I/O
count fields. This will account for the new I/O points in the totals. Click Accept to ok the changes.
69. Now click the Assign I/O to Hardware radio button.
70. Click the Define Network I/O button in the upper right corner of the display. This launches a dialog
in which you can specify the number of IO points for Process Networks. Enter 5 in the AI box for
Process Network I/O and enter 2 in the AO box and click out of the field. Notice that when you do
this, the Conventional I/O totals are adjusted so that the total AI and AO are the same as entered in
the Location Define I/O dialog. Click Accept.
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71. The I/O assignment table now shows a new area titled Process Network I/O. Notice that it contains
one point assigned to EtherNet/IP and six points to Foundation Fieldbus. But, per our customer’s
request, we want to have all the Process I/O assigned to Foundation Fieldbus.
72. Click the Process Plant item in the tree, click the Edit Hardware Defaults button, and in the dialog
that appears set the % Foundation Fieldbus Devices box to 100. Click OK to accept the changes.
.
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73. Now the I/O assignment table shows all 7 Process Network I/O points assigned to Foundation
Fieldbus.
74. You could repeat steps 56 - 62 for the Reactor 2 I/O location. But since Reactor 2 is the same as
Reactor 1, you can also delete the Reactor 2 controller and its I/O location and duplicate Reactor 1
to accomplish the same end.
Right click the Reactor 2 controller and select Delete Controller and I/O Locations. IAB deletes
the location and its associated I/O location.
75. Right click the Reactor 1 controller and select Copy Controller and I/O Locations.
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IAB creates a new controller named Reactor 1 - Copy and an I/O location named Reactor 1 I/O Copy. Rename the new controller and I/O location Reactor 2 and Reactor 2 I/O, respectively.
76. Check the I/O assignments for Reactor 2 I/O and verify that the seven process network I/O points
are there.
77. Add 15 HART inputs to Product Storage. This again is a two step process – first, add 15 Analog
Inputs to the I/O totals in the Define I/O table, and second, allocate those 15 analog inputs to HART
I/O modules.
Click the Define I/O or Control Strategies radio button.
Click on the Product Storage I/O location and click the Define I/O button.
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78. In the I/O Configuration dialog, enter 15 in the AI box and click out of the field. Click Accept to ok
the changes.
79. Click the Assign I/O to Hardware radio button. The I/O grid shows the 15 analog inputs you
entered assigned to a 1756-IF8 I/O module. You want to change this assignment to a HART
module. You’ll be departing from the defaults, so uncheck the Use Default Settings checkbox.
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80. You don’t want to reset the system-wide defaults to change the module assignment because that
would apply to all I/O locations, and you want to change only the Product Storage I/O location. You
can add a new line to the I/O grid for a HART Input module, then assign the 15 analog inputs to that
module.
Use the dropdowns in the Conventional I/O section of the display to make the following choices:
 Family of I/O – 1756 ControlLogix I/O
 Type of I/O – Analog Inputs
 Catalog Number – 1756-IF16H
Click the Add to Grid button. IAB adds a new line to the Analog Inputs section of the grid for the
HART module. Zero I/O points are assigned to the HART module.
81. Change the number of analog inputs assigned to the 1756-IF8 module to zero and click out of the
field. IAB changes the Analog I/O section heading to red and puts a red flag next to the I/O location
in the tree. These indicators warn you that there is unallocated I/O.
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82. Enter 15 for the number of points assigned to HART I/O and click out of the field. The indicators are
now green, and you have accomplished adding 15 HART I/O points to the Product Storage I/O
location.
83. Use FLEX I/O for the Product Storage I/O. Since this is a requirement for only one location, this is
a job to do in the I/O Assignment grid. (If you wanted to specify FLEX I/O for the entire project, you
would do so in the Edit Hardware Defaults dialog, accessed from the system level.)
To assign the I/O in the Product Storage location to FLEX I/O modules, you need to add a new line
to the I/O grid for each I/O type.
In the conventional I/O section of the display, use the dropdowns to add three new lines to the grid:
 1794 FLEX I/O, Digital Inputs, 1794-IA16
 1794 FLEX I/O, Digital Outputs, 1794-OA16
 1794 FLEX I/O, Analog Inputs, 1794-IF8IH
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84. In the I/O grid, transfer all the I/O from the ControlLogix modules to the FLEX I/O modules by
adjusting the No. of Points fields.
85. Check the box for Generate Bill-of-Material upon Finish and click the Finish button.
Check the hardware and network views to verify that:
 Redundant power supplies are used on ControlLogix chassis
 ControlNet is used for I/O networks
 The Reactor 1 and Reactor 2 controllers have redundant controller chassis
 8 channel analog input modules (1756-IF8) are used (check the consolidated BOM)
 Foundation Fieldbus linking devices have been added where needed
 Product Storage I/O is FLEX I/O and includes HART modules
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3: Correct Problems in a PSE Configuration
The PlantPAx System Estimator keeps track of controller loading and server loading and lets you know
when your configuration is over established limits. The following steps will show how this works.
86. Open the PlantPAx_SS.1 wizard instance, select the Reactor 1 I/O location and open its Define I/O
dialog.
87. In the I/O Configuration dialog, change the following I/O quantities:
DI – 440
DO – 400
AI – 380
When you click out of the last I/O field you changed, the Total Memory and CPU Used fields are
colored red, indicating a controller overload.
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88. To begin corrective action, click Accept to accept the changes in I/O configuration.
The I/O location summary and the tree indicate the overload with yellow triangles.
89. Click on the Reactor 1 controller in the tree. The controller summary also shows the overload
condition. Click on the Controller Type dropdown and select 1756-L75 Redundant.
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Changing the controller eliminates the memory overload, but not the CPU overload.
90. Again use the Controller Type dropdown to change the controller to a 1756-L75 without
redundancy. Now the display shows no overload errors.
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91. But, per the customer’s requirements, the Reactor 1 controller must be redundant. Change the
controller type for Reactor 1 back to 1756-L73 Redundant.
92. Click the Reactors subsystem folder and check the total I/O for the subsystem.
93. You can split this total I/O between the two controllers (Reactor 1 and Reactor 2. Open the Define
I/O dialog for Reactor 1 I/O again and adjust the I/O quantities as follows:
DI – 220
DO – 200
AI – 190
Accept the changes, and repeat this step for the Reactor 2 I/O location.
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This adjustment distributes I/O so there are no controller overloads.
You might also have added a third controller to the Reactors subsystem and added the extra I/O to
that controller. The actions you take will depend on application requirements.
You may notice that even after you make changes to eliminate an overload condition, the
tree still shows the error indicator next to a server, controller, or I/O location. To check
the true status, click on the item that has the indicator. If the indicator goes away, the
error is corrected. Status is updated only when you click on the item.
94. Add a new subsystem, controller, and I/O location to the PASS:
 Right click the PASS and select Add Subsystem
 Right click the new subsystem and select Add Controller
 Right click the new controller and select Add I/O Location
95. Rename the new subsystem and controller Utilities. Rename the new I/O location Utilities I/O.
(Right click and select Rename, or slow double click.)
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96. Open the I/O configuration dialog for the Utilities I/O location and click the Change to Control
Strategy Input button.
97. The I/O configuration table changes to allow entry of control strategy quantities. Enter quantities as
follows and click Accept.
 45 Simple_Regulatory @ 500ms
 420 Simple_2State_Discrete @ 250ms
 90 Complex_2State_Discrete @ 250ms001 that you just created and click OK.
 45 Analog_Indicator @ 500ms
 200 Digital_Indicator @ 250ms
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98. Click on the PASS in the tree and notice that an overload indicator appears for Active Tags on Scan /
Sec.
99. To correct this server overload, right click the Process Plant item at the top of the tree and select
Add PASS Server.
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A new server is added at the bottom of the tree (the name may be different than the one shown
here).
100. Right click the Utilities subsystem folder in the tree and select Move Subsystem.
A dialog appears that lists servers to which the subsystem can be moved. Select the PASS_
The Utilities subsystem, with its controller and I/O location, is moved to the new server.
Scroll to the top of the tree and click the PASS item. The overload indicator disappears, indicating
that the overload has been corrected.
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101. Check the Generate Bill-of-Material upon Finish box and click Finish. Check the IAB hardware and
all the network views for the newly added hardware. Run a General Check to verify that there are
no errors.
This completes the PSE Lab exercise.
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Notes
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