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maxDPUTools User's Guide

278597 Rev. A1

Refer to this publication for complete and accurate information that helps you better operate and service Metso Automation equipment. Your comments and suggestions are welcome. Metso Automation 1180 Church Road Lansdale, PA 19446 Attention: Manager, Technical Publications

Copyright 2004 by Metso Automation MAX Controls Inc. Printed in the United States of America All Rights Reserved

Metso Automation 278597

Contents
CHAPTER 1 ...................................................................................................................... 1-1
Constructing a Configuration-- an Introduction......................................................................................................1-1 Overview ...................................................................................................................................................................1-1 Creating Configurations Using maxDPUTools .................................................................................................1-1 Understanding Function Blocks ........................................................................................................................1-2 Defining Hardware Resources...............................................................................................................................1-2 Distributed Processing Unit...............................................................................................................................1-2 Backing Up the DPU .........................................................................................................................................1-2 Automatic Failover/Manual Takeover...............................................................................................................1-2 Defining I/O Modules........................................................................................................................................1-3 I/O Addressing...................................................................................................................................................1-4 Creating or Editing the I/O Inventory................................................................................................................1-4 I/O Configuration Rules ....................................................................................................................................1-4 I/O Module Types and Associated Signals........................................................................................................1-4 Digital Input Modules........................................................................................................................................1-4 Digital Output Modules .....................................................................................................................................1-5 Thermocouple/Millivolt Analog Input Module .................................................................................................1-5 Resistance Temperature Detector (RTD) Input Module....................................................................................1-6 Analog Output Modules ....................................................................................................................................1-6 Four-channel Position Adjusting Type (PAT)...................................................................................................1-6 Counter/Timer (Pulse) Module..........................................................................................................................1-6 Function block Categories .....................................................................................................................................1-6 Understanding Attributes.......................................................................................................................................1-8 Understanding Data Types ....................................................................................................................................1-8 Boolean..............................................................................................................................................................1-9 Integer................................................................................................................................................................1-9 Enumerated........................................................................................................................................................1-9 Float...................................................................................................................................................................1-9 String .................................................................................................................................................................1-9 Absolute Time .................................................................................................................................................1-10 Relative Time...................................................................................................................................................1-10 Complex Data Type.............................................................................................................................................1-10 Standard Complex Data...................................................................................................................................1-10 Forceback ........................................................................................................................................................1-10 Incremental Control Data ................................................................................................................................1-10 Family Ties ......................................................................................................................................................1-11 Using Hierarchical Groups ..................................................................................................................................1-11 Copying and Pasting Groups ...........................................................................................................................1-11 Adding a Group ...............................................................................................................................................1-11 Group Attributes ..............................................................................................................................................1-12 Setting Group Execution Rates and Priorities .................................................................................................1-12 Using Custom Blocks to Create Reusable Functionality.....................................................................................1-12 Using Templates to Create Reusable Models 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CHAPTER 2 ...................................................................................................................... 2-1
Using maxDPUTools to Create a Configuration...................................................................................................... 2-1 Getting Started .......................................................................................................................................................... 2-1 Using the maxDPUTools Main Window.............................................................................................................. 2-1 Understanding the Tree View ............................................................................................................................... 2-2 DPU Tab Tree Directory................................................................................................................................... 2-3 Hardware Tab View.......................................................................................................................................... 2-4 Custom Tab View ............................................................................................................................................. 2-5 Template Tab View .......................................................................................................................................... 2-6 Understanding the Tabular Detail View ........................................................................................................... 2-7 Buffer Type Tabular Detail............................................................................................................................... 2-7 Accessing Pop-up Menus ..................................................................................................................................... 2-9 maxDPUTools Grid Editing Features................................................................................................................. 2-10 Editing Records .............................................................................................................................................. 2-10 Using Tab Key................................................................................................................................................ 2-10 Using Auto Editing Features........................................................................................................................... 2-10 Using Column Editing Features.......................................................................................................................... 2-11 Changing Grid Column Width........................................................................................................................ 2-11 Reordering Columns ....................................................................................................................................... 2-11 Changing Sorted Order of Records................................................................................................................. 2-11 Copying a Column Entry ................................................................................................................................ 2-12 Using Grid Toolbar............................................................................................................................................. 2-12 Using Grid Toolbar Navigation Buttons......................................................................................................... 2-12 Canceling an Edit............................................................................................................................................ 2-12 Saving an Edit................................................................................................................................................. 2-13 Tree View Editing Features ................................................................................................................................ 2-13 Moving a Single Function block or Group ..................................................................................................... 2-13 Copying a Single Function block or Group .................................................................................................... 2-13 Selecting and Moving Multiple Function blocks or Groups........................................................................... 2-14 Selecting and Copying Multiple Function blocks or Groups.......................................................................... 2-14 Randomly Selecting and Moving Function blocks ......................................................................................... 2-14 Moving and Copying Function blocks between Two Configurations ............................................................ 2-14

CHAPTER 3 ...................................................................................................................... 3-1


Creating and Editing a Configuration...................................................................................................................... 3-1 Overview .................................................................................................................................................................. 3-1 Getting Started ...................................................................................................................................................... 3-2 Updating Configurations .................................................................................................................................. 3-2 Updating Configurations within the Same Version .......................................................................................... 3-2 Uploading maxDPUTools Changes.................................................................................................................. 3-3 Starting maxDPUTools and Opening a Configuration ......................................................................................... 3-4 Opening an Existing Configuration .................................................................................................................. 3-5 Creating a Backup Configuration ..................................................................................................................... 3-5 Creating a New Copy........................................................................................................................................ 3-5 Perform a version upgrade................................................................................................................................ 3-6 Uploading Online Changes................................................................................................................................... 3-8 Downloading New Security Definitions............................................................................................................... 3-9 Creating a New Configuration............................................................................................................................ 3-11 Renaming a DPU ............................................................................................................................................ 3-11 Adding a Group .............................................................................................................................................. 3-11 Renaming a Group .......................................................................................................................................... 3-12 Changing the Group Node Relative Index Number........................................................................................ 3-13

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Adding Function blocks to a Group ................................................................................................................3-13 Changing Relative Index Number of Controls ................................................................................................3-15 Configuring Only Hardware................................................................................................................................3-15 Configuring from the By Type Tabular Detail ................................................................................................3-16 Adding Buffer Function blocks from the Hardware Tree Directory ...............................................................3-17 Using Referencing to Interconnect Controls .......................................................................................................3-18 Understanding Referencing .............................................................................................................................3-18 Relative Reference Syntax...............................................................................................................................3-19 Box Syntax Options.........................................................................................................................................3-19 Base HID Syntax Options................................................................................................................................3-20 HID Modifier Syntax Options .........................................................................................................................3-20 Point Modifier..................................................................................................................................................3-20 Attribute...........................................................................................................................................................3-20 Entering References.........................................................................................................................................3-21 Exposing Additional Group Attributes/Parameters .............................................................................................3-23 Using Cross Referencing to Locate References ..................................................................................................3-24 Creating Custom Function Blocks.......................................................................................................................3-25 Custom Enumerations......................................................................................................................................3-27 Custom Enumerations Edit Dialog ..................................................................................................................3-28 Custom Enumerations Detail Edit Dialog........................................................................................................3-29 Custom Data Types..........................................................................................................................................3-30 Custom Data Types Edit Dialog ......................................................................................................................3-31 Custom Data Types Detail Edit Dialog ...........................................................................................................3-32 Transferring Custom Functions to Other Configurations ....................................................................................3-33 Copying Custom Functions .............................................................................................................................3-34 Creating Templates..............................................................................................................................................3-35 Validating References..........................................................................................................................................3-37 Performing Global Edits Using Find And Replace Utility ..................................................................................3-38 Performing Database Searches ............................................................................................................................3-40 Searching for Points by Tagname........................................................................................................................3-41 Searching for Duplicate Group and Tag Names..................................................................................................3-42 Repairing the Database ........................................................................................................................................3-43 Using Data Compression .....................................................................................................................................3-43

CHAPTER 4 ...................................................................................................................... 4-1


Downloading a Configuration ....................................................................................................................................4-1 Overview ...........................................................................................................................................................4-1 DPU Version Mismatch.....................................................................................................................................4-1 Starting the Download .......................................................................................................................................4-1 Using Takeover and Enable/Disable Buttons ....................................................................................................4-3 Standalone Mode ...............................................................................................................................................4-3 Hot Standby Mode.............................................................................................................................................4-4 Viewing a Trace Log .........................................................................................................................................4-4 Starting a Download when the DPU Is Not Defined.............................................................................................4-5 Performing an Incremental Installation .............................................................................................................4-6 Installing a Single Point.....................................................................................................................................4-6

CHAPTER 5 ...................................................................................................................... 5-1


Using Import/Export Utilities.....................................................................................................................................5-1 Overview ...............................................................................................................................................................5-1 Importing from Microsoft Access or a File .......................................................................................................5-1

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Figure 5-1. Sample .dat File.............................................................................................................................. 5-2 Understanding .dat File Formats....................................................................................................................... 5-2 Other Formatting Considerations and Restrictions........................................................................................... 5-3 Error Handling .................................................................................................................................................. 5-3 Constructing a Text File ................................................................................................................................... 5-4 Exporting from maxDPUTools......................................................................................................................... 5-4 Importing Point Data to maxDPUTools ............................................................................................................... 5-5 Importing from an Access Database ................................................................................................................. 5-6 Importing from a File........................................................................................................................................ 5-7 Exporting Point Data from maxDPUTools........................................................................................................... 5-8 Exporting to an Access Database...................................................................................................................... 5-9 Exporting to a File .......................................................................................................................................... 5-10

CHAPTER 6 ...................................................................................................................... 6-1


Using Differences Utility ............................................................................................................................................ 6-1 Overview .................................................................................................................................................................. 6-1 Running the Differences UtilityGetting Started............................................................................................ 6-1 Differences Types ............................................................................................................................................. 6-2 Performing a Full versus Selective Comparison............................................................................................... 6-2 Merging, Hiding, and Printing Differences ...................................................................................................... 6-3 Audit Trail ........................................................................................................................................................ 6-3 Differences Performance ...................................................................................................................................... 6-3 Differences Compatibility..................................................................................................................................... 6-4 Starting the Differences Utility............................................................................................................................. 6-4 Comparing a Configuration to a Running MaxDPU ........................................................................................ 6-5 Configuration Difference Selection .................................................................................................................. 6-6 Choosing Full versus Selective Comparison ........................................................................................................ 6-7 Choosing Selective Comparison Option........................................................................................................... 6-9 Displaying Difference Results ............................................................................................................................ 6-11 Merging Differences........................................................................................................................................... 6-12 Using the Merge Function .............................................................................................................................. 6-13 Adding Differences......................................................................................................................................... 6-14 Deleting Differences ....................................................................................................................................... 6-14 Hiding Differences.......................................................................................................................................... 6-15 Viewing the Change Log .................................................................................................................................... 6-16 Viewing the Difference Log ............................................................................................................................... 6-17 Special Considerations for Custom Function Differences.................................................................................. 6-18

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Chapter 1
Constructing a Configuration-an Introduction
Overview
Use maxDPUTools to create a configuration for maxDPU based maxDNA systems: Define the configuration for an individual maxDPU model 4E or 4F. Download the configuration to an individual maxDPU. Create sets of configurations representing the maxDPUs in a system. Upload and save the complete contents of an individual maxDPU. Perform differences with a running maxDPU and selectively save any changes resulting from online edits. Perform differences with a previous copy of the configuration to review any changes resulting from editing. Export from maxDPUTools to Access or a formatted file. Import configuration data from Access or a formatted file. Convert an earlier release version configuration. This application is usually installed only in the Engineer's WorkStation. maxDPUTools is a software utility that allows you to create a configuration database in offline mode. To configure points in an online environment, use the maxVUE Graphical Configurator, a separate software product available with the maxVUE Editor software. Note: This utility was formerly named maxTOOLS4E in previous releases but has been renamed in support of configuring both maxDPU models of 4E and 4F. Some of the pictures present in this document still use the old terminology in the window captions, but are otherwise correct!

Creating Configurations Using maxDPUTools


Using maxDPUTools, you create one configuration database file for each DPU, and define function blocks within the configuration representing an individual DPUs associated I/O hardware, along with control and data acquisition processing. Typically, such a single configuration represents only a portion of a larger application. Large complex applications would typically consist of multiple configurations spanning multiple DPUs.

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Understanding Function Blocks
A configuration database is composed of function blocks. A specialized subset of function blocks exists to interface with the I/O and these are known as buffers. Buffers are used to define the I/O inventory and specify signal conditioning and linearizations. Other function blocks exist which encapsulate specific engineering functionality, such as a PID, an Auto/Manual toggle switch, or an AND gate. Blocks have inputs and outputs which can be softwired together via references to provide a flow of sequential processing from reading input hardware, performing conversions and logic, and outputting the results to hardware. Blocks can be grouped into larger objects to encapsulate increased functionality into an organizational hierarchy. Use maxDPUTools to: Create one or more configurations. Install the configuration(s) and load them into their respective DPUs. Use maxDPUTools to install an entire configuration at one time (full installation) or to install any part of the configuration down to a single function block (an incremental installation).

Defining Hardware Resources


As you create a configuration, you must define hardware resources using buffer functions. Hardware resources consist of Distributed Processing Unit, (DPU), I/O Modules, and associated signals.

Distributed Processing Unit


The maxDPU, the process controller, providing control and data acquisition functions, executes the configuration you create to carry out automation functions. The DPU may be configured as a standalone module or as part of a backup pair. When you create a configuration, a DPU is automatically defined at the root of a configuration hierarchy.

Backing Up the DPU


In a redundant configuration, two DPUs are connected to form a backup pair. One DPU is designated as the primary unit and the other DPU the secondary unit. The DPU IP address of the secondary station is one number greater than the address of the primary station. DPU IP addresses are listed in a text file called DPUlist.ini.

Automatic Failover/Manual Takeover

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Process control can be transferred automatically (Failover), or you can manually command takeover. Press the Takeover button on the DPU front panel or access the soft Takeover button appearing on the maxDPUTools download dialog. See Chapter 4, "Downloading a Configuration." The backup serial link cable (Part number 081387) carries data signals between the primary and secondary DPUs, as well as a status signal which determines which DPU is active. If one end of this cable is removed from either DPU, that unit is rendered inactive. Click the Enable/Disable Backup button on the configuration download dialog to enable and disable DPU backup. See Chapter 4, "Downloading a Configuration."

Defining I/O Modules


The DPU processes analog and digital input/output signals via the family of parallel input/output modules. These modules provide the physical connection point for the input/output wiring of signals to and from a process. All plant data signals and control signals pass through these units. Use maxDPUTools to assign I/O modules to the Distributed Processing Units (DPUs). I/O modules plug into a Remote Processing Unit (RPU) cabinet card rack along with DPUs and other equipment. I/O modules communicate with DPUs via an I/O bus. Each module has from 1 to 16 channels, each corresponding to a signal. Use maxDPUTools to define the desired input or output modules using buffers. Use Atag and Dtag function blocks to assign tagnames to each signal. Analog inputs to I/O modules may represent thermocouple and resistance temperature detector (RTD) readings, among others. Digital signals may represent AC or DC signals derived from contact closures or voltage level outputs from devices such as pressure switches and pushbuttons. I/O modules provide varying levels of signal conditioning, data conversion, and alarming (with validity, limit, and error checking) before passing information onto the high-speed parallel I/O bus for further processing by a DPU. Use digital and analog buffers to configure digital and high level analog signals coming from I/O modules. Use thermocouple and RTD buffers to specify linearizations. Other function blocks may then be configured to point to analog and digital input buffers to obtain conditioned signals as input data. Output buffers, in turn, may then output processed data from other function blocks to an output module connected to a field device.

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I/O Addressing
Up to 255 I/O addresses may be assigned to each DPU. I/O addresses are used to access I/O modules or channels of I/O modules. Each digital I/O module supports 16 bits with one address. Analog input modules generally use two addresses per module. Older legacy modules and analog output modules use one address per channel. I/O Analog and Digital Modules and associated signals are defined and configured as buffers and become part of a DPU I/O inventory list. Refer to the next section for information about the I/O Inventory.

Creating or Editing the I/O Inventory


To create or edit the I/O inventory, you must select the DPU whose I/O is to be edited in the tree directory to bring up a list of assigned I/O. The number of channels associated with a module varies from one, for an Output Driver, to 16, for DI and DO modules. The number of channels created need not be a multiple of a module count; when the channels are allocated to modules, the spares may be left unnamed. For DPUs configured as a backup pair, I/O may be shared or redundant to each DPU. The default is for the I/O modules to be entered as shared. If you require redundant I/O, select the redundant option appearing in buffers. Some modules can be specified to be redundant while other modules connected to a DPU backup pair can be specified as shared. A hardware device called a Parallel I/O Backup Adapter provides this functionality; it is not configured as part of the I/O Inventory.

I/O Configuration Rules


The amount of I/O that can be connected to a DPU can be limited by a number of different factors, depending on the type and mix of I/O. These limitations include the number of hardware modules that can be connected to one DPU, the number of I/O addresses available for transfer of I/O values, the mix of analog versus digital I/O, the mix of inputs versus outputs, requirements of other features within the DPU, and the update rate of the I/O. The I/O Bus Configuration Tool, IOBusConfig.exe, is used to determine the allowed mix of I/O modules on a DPUs I/O bus.

I/O Module Types and Associated Signals


Refer to the following for a list of I/O module types that you may define along with their associated signal types.

Digital Input Modules


16 discrete inputs per module Four voltage input types:

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24 VAC/VDC 48 VAC/VDC 120 VAC/VDC 240 VAC/VDC

Solid-state inputs can be scanned 1000 times per second for 1 ms SOE applications

Digital Output Modules


16 discrete outputs per module unless otherwise noted Four voltage output types: 24/48 VDC 120 VAC 125 VDC 240 VAC

Two relay output types: 240 VAC, 130 VDC Form A relay 10 channel 240 VAC, 130 VDC Form C relay

High Level Analog Input Modules: 15 inputs per module Three input ranges: 4 to 20 mA 0 to 6 VDC 0 to 10 VDC

Thermocouple/Millivolt Analog Input Module


15/16 inputs per module Inputs isolated from each other, from ground, and from module logic. Each input individually configurable as thermocouple or millivolt. Type B, C, D, E, G, J ,K, N, R, S, T, Platinel II thermocouples 10, 25, 60, 100, 250, +600/-250 mV spans

Automatic RJ compensation on field wiring terminal board

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Resistance Temperature Detector (RTD) Input Module
7/8 inputs per module Inputs isolated from each other, from ground, and from module logic Three-wire or four-wire RTDs Each input individually configurable 10, 50, 100 CU 25 NI 10, 25, 100, 1000 PT

Analog Output Modules


Eight-channel Current Adjusting Type (CAT) 4 to 20 mA or 0 to 16 mA outputs Two-wire or three-wire outputs

Four-channel Position Adjusting Type (PAT)


Solid-state switched single phase outputs for 120 VAC reversing motors Slidewire (1 to 5 volt) or two-wire (4 to 20 mA) position feedback signals

Counter/Timer (Pulse) Module


Can be used as an input or output module Eight-channels with two inputs/outputs per channel Uses adjacent DI or DO modules for signal conditioning 16 configurable counting and timing functions Simple and up/down pulse counting Simple and up/down pulse timing Pulse width and pulse interval measurements Frequency and frequency ratio measurements (both single and two-phase inputs) Pulse train and timed outputs Duration outputs Frequency outputs (both single and two-phase outputs)

Function block Categories


As you use maxDPUTools to select function blocks, you are presented with a tabular detail for each selected function block, which appears in the right pane grid view. The tabular detail shows three informational columns, listing the attributes associated with the selected function block, attribute categories, and data types associated with each attribute. Use the two remaining columns

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(value and reference columns) to configure the function block. Under the Value column, assign a specific value to each associated attribute you intend to use. Not all attributes need to the configured. The Reference column is used to reference another attribute. See "Chapter 2,"Using maxDPUTools Main Window." Use maxDPUTools to select from more than 60 individual function block types. For descriptive purposes, the following table lists function blocks by eight somewhat arbitrary categories. Several listed categories also contain subcategories. Table 1-1. Function blocks Table
Analog Math Functions (AnlFunc) ABS ADD MUL DIV MOD EXP POW SQRT Subcategory Special functions TOTL CALC SIGSEL LEADLAG Buffers (Bufs) AIB AOB DIB DOB PB PLSIO (Counter/Timer) QPAT RTD TC Modulating Control Logic (ModLog) Subcategory: Basic AUTOMAN LIMITER PID FEEDFWD Subcategory Participation PARTMEM PARTMSTR CTLCOMB Subcategory PATOUT PATOUT Forceback Subcategory Special: CTLSEL CTLADD CTLMUL CTLDIV1 CTLDIV2 FUNCGEN Subcategory Test CMPT QUALFRCE Discrete Logic (DesLog) Subcategory Basic Gates NOT AND OR XOR Subcategory Comparisons GT LT EQ NE Subcategory Flip Flops RESETDOM SETDOM NODOM Subcategory Timers TON TOFF TPULSE Subcategory Triggers EDGEANY EDGEFALL EDGERISE Subcategory Pack/unpack Bitpack Bit/unpack AlarmTag related ATAG DTAG

Group ALMRPTR GRP USROBJ

Device Logic (DevLog) DEVLOG SEQMSTR SEQSTEP FSTOUT

Steam STMPROP FLOWCOMP LVLCOMP

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Understanding Attributes
The data stored in a function block are organized as a set of attributes. All function blocks have some attributes in common. All attributes have sub attributes. Sub attributes include category, description, reference, and several others. Attributes may be divided into the following categories: General Inputs All function blocks have required foundation attributes. Inputs are values that are usually obtained by referencing another attribute. Parameters are similar to inputs except it is expected that referencing other attributes is unlikely and that the local value is used. Outputs are values that are the result of the function or operation with which they are associated. These are similar to outputs except it is not expected that these are connected to inputs. When defining a user block you are free to define your own attributes. They can be categorized as any of the above or you may define your own categories for your own purposes. All attributes have the sub-attribute Quality. The behavior of function blocks may be based on the Quality of its inputs. Use the QualityForce function block to force a quality change on a value as it is passed through. 0 = good data quality 1 = doubtful data quality 2 = substitute data quality (or point in manual) 3 = bad data quality Methods direct a function block to perform a special function. Methods include commands to change mode or target value, etc. Because pure method values do not exist after the method is executed, they cannot be read back.

Parameters

Outputs

Status

Custom

Quality

Methods

Understanding Data Types


To configure a function block, you must assign a value to each function block attribute you intend to use. While it is more efficient for the DPU to process all values in real or floating point data, by necessity, function blocks and their attributes use a variety of data types. For example, logic gate-

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related function blocks, by their nature, tend to use many Boolean values. Additionally, virtually all function blocks use attributes that require text string entries. The Type column appearing for each function block's tabular detail display indicates which data type, configured in the value column, must be used for a specific attribute. Single value data is often passed down the line without regard to source, use, or range. An associated attribute to such data is quality, which is, in fact, associated with all data. Value data functions in several formats: Boolean Complex Enumerated Float Long Relative time Text Time

Boolean
Boolean data can only have the values True and False. It represents two state conditions such as: active/not active; on/off; alarm/no alarm.

Integer
Integers are whole numbers with no fractional component. They may be range restricted according to use.

Enumerated
Enumerated data is another variation of Integer or Boolean where there is a meaning assigned to a list of values, which is severely restricted to those having special meaning to the function. Example: mode in the auto/manual function block may be set to 0=manual 1= auto

Float
Real or floating point data is used to represent a value in a continuum of a range of possible values. They are not restricted to whole values and may differ from other floats by very small increments. (Behind the scenes, most data is actually stored in this format. Consequently, you may occasionally see fields where integer and even Boolean values are sometimes misrepresented as floats)

String

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Generally used for text.

Absolute Time
Absolute time is a special type of data, which is displayed in a standard time format. It is derived from the local clock, synchronized to the system master clock. It is UTC (Universal Coordinated Time), not local time.

Relative Time
Relative time is another variation of float that enables it to be read by a standard input reference.

Complex Data Type


It is often necessary to provide supplementary data along with a principle value. Such supplements are in themselves values (with quality). This need is met by special hybrid data types referred to as complex data. Three types of complex data share a common structure of six basic values: Aref, Rhi, Rlo, Rst, Stat, and Val. No one type uses all of them.

Standard Complex Data


Standard requirement of data associated with a range. The primary components are Range Hi, Range Lo, and the Value. These attributes are used in all complex variables. RHi RLo Val

Forceback
To avoid having upstream components run away (wind up) when the downstream components are unable to respond, a concept called forceback is used to impose limits on the master source. The special value Status is used to describe the limit being imposed. RHi RLo Val Stat

Incremental Control Data


This is a special case of data coming from a PID representing the requested output change for the drive unit. The data is actually the increment or delta by which the output is to be changed. Two special values of Reset component and auctioneering reference are useful in special situations.

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RHi RLo Val Rst Aref

Family Ties
Two special connections of function blocks require a special means of complex and even bi-directional communication. Participation master and members must be able to keep tabs on one another, which they do through the master demand connection. Sequence master and steps have to pass status and active state information to one another, which they do through the chain--complex connection.

Using Hierarchical Groups


DPMS composed of large point databases are normally organized in a multilevel hierarchical structure. Use the Group function block to define a node in the hierarchical structure. See Chapter 3, "Adding a Group." A hierarchical organization may contain up to eight levels. The highest level of organization, which may represent an overall area of a control environment, may be labeled Unit1. Unit1 may have a subgroup called Control. Control may have subgroups, such as Boiler Control, Generation Control, etc. It is best to define group hierarchies before defining individual function blocks. When you open maxDPUTools and define a configuration name, you may begin to establish desired group hierarchies under the DPU tab. The left pane of maxDPUTools shows a configuration tree structure similar to Windows Explorer. Each time you add a group, the new group appears in the tree structure. A group is placed at the level of the hierarchy that is currently selected. The selected level is the parent." When you add a group to the parent level, a new child group is placed under the parent. Controls placed in the same group are called siblings.

Copying and Pasting Groups


All or part of a hierarchical structure may be copied and pasted elsewhere. For example, a power plant containing three coal pulverizers could be configured by building the first pulverizer as, say, Unit1/Pulverizer#1 then copying it as a starting point for the other two. The Pulverizer group would be renamed Pulverizer#2, etc. See Chapter 2,"Tree View Editing Features."

Adding a Group

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When you add a group, a pop-up appears prompting you for a group name and relative index. The relative index is selected incrementally by default. You may manually change the relative index by also typing in the desired index. The Relative index for each group or control must be unique within a group.

Group Attributes
The Group function block uses only parameter and general attributes. The Gname parameter is already configured when you open the newly created function block, showing the name you entered when you created the group. You may also give the group a tagname and description.

Setting Group Execution Rates and Priorities


Similar to any other function block, the Group function block includes ServicePriority and ServiceTimeBase attributes. The ServiceTimeBase attribute refers to execution rates for groups and the function blocks within groups. The ServicePriority attribute refers to the execution order of groups and function blocks within groups. Generally, execution rates and priorities occur at two levels. Groups are executed first in priority order followed by function blocks within groups. The ServiceTimeBase attribute lets you configure a three-tier execution rate for each group and each function block within a group, consisting of Normal, High, and Critical. The default schedule rates are 500ms, 100ms, and 40ms, respectively. Use three DPMS attributes to set the rates for each of the three types. The following table shows the attributes that control the schedule times:
Schedule Queue Normal High Critical ServiceTimeBase 3 2 1 Default Period 500 msec 100 msec 40 msec Settable DPMS Attribute NormalTimer HighTimer CriticalTimer

Use the ServicePriority attribute to establish an execution order for groups and individual function blocks within groups. Enter a number for this attribute from 1 to 100. Within function blocks, you may want to use the ServicePriority attribute to establish the execution order for, say, inputs that should be executed before a calculation using the inputs is executed. At the group level, use this attribute to determine the execution order of multiple groups.

Using Custom Blocks to Create Reusable Functionality


Use the Custom function block feature to encapsulate a group of function blocks into a reusable function with a user-defined set of interface attributes. These custom functions may then be used multiple times in a single

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configuration or copied across multiple configurations for reuse. Once created, Custom blocks, each of which is uniquely named, are added to the list of selectable function blocks. See Chapter 3, "Creating Custom Function Blocks." At its simplest, a Custom block may implement a frequently used subroutine. At its most complex, a Custom block may consist of numerous combinations of intrinsic function blocks (standard function block types that come with the maxDPU) or custom controls that implement a fully developed PID control, a multi-step sequencer, and so forth. Custom blocks may consist of combinations of intrinsic function blocks and other custom controls. Note: When placing custom blocks within a custom block, the level of nesting is restricted to four levels deep.

Using Templates to Create Reusable Models


Use the template feature to create reusable models in terms of preset attribute values for any existing intrinsic or custom function. Different variations of the same function can be created each with a unique description to describe the functionality represented by the preset values of its attribute set. Once created, these templates are available as an alternate list for selecting a function block.

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Chapter 2
Using maxDPUTools to Create a Configuration
Getting Started
Use maxDPUTools to create a configuration specifically for the maxDPU processor. Configuration always begins with creating a copy of a master configuration assigning it a unique name typically matching the desired maxDPU name. This base copy provides a self-contained framework definition of all of the available intrinsic function blocks and related attributes associated with the maxDPU. Use the context pop-up menus and displays included in maxDPUTools to instance functions and configure their attributes. In addition to basic configuration creation, maxDPUTools includes utilities for: Importing libraries of preconfigured custom functions and templates. Downloading configurations to a target DPU. Validating the soft-wire referencing. Finding duplicate group and tag names. Performing database searches. Performing global search and replace. Finding points by tagname. Copying and pasting all or part of a configuration within and across configurations. Transferring locally-defined custom functions to other configurations. Refer to the next chapter to learn how to use most of these utilities. Consult this chapter to become familiar with the main maxDPUTools two-pane window, from which a configuration is built.

Using the maxDPUTools Main Window


maxDPUTools uses a hierarchical Explorer-style user interface. See Figure 2-1. Its main window consists of two panes, a tab selected tree view, and a coordinated detail view, along with a title bar at the top of the window and a

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menu bar just beneath the title bar. The full path name of the selected configuration appears inside the title bar. Multiple configurations may be opened at one time on your display for concurrent editing. Select Tile Vertical, Tile Horizontal, or Cascade from the Window menu to support side-by side viewing. Or use the Window menu dropdown to switch between them.

Figure 2-1. maxDPUTools Main Window opened to the DPU tab view.

Understanding the Tree View


The left pane contains four tabs at the top labeled DPU-x.x (where x.x is a DPU software version), Hardware, Custom, and Templates.

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DPU Tab Tree Directory
Figure 2-1 shows the tree directory pane opened to the DPU tab. The DPU tab displays a hierarchical tree view organized by groups, which when the group functions are expanded shows all the elements of a configuration associated with a single DPU. Eight levels of groups are allowed. A DPU tree consists of three elements: a single DPU icon, group nodes, and individual function icons representing function blocks, buffers, and custom controls. Expand the DPU icon at the root of the directory to reveal group folder nodes, representing group function blocks, which can contain other function blocks. Expand a group folder node to reveal function blocks, custom controls, and buffers associated with the group. For example the tree in Figure 2-1 shows a partially expanded tree for a configuration. The toplevel icon represents the individual DPU and shows its name. A multi-level group hierarchy is associated with this DPU. Each group has a Gname, which is shown beside its folder icon. Selecting a node in the tree allows viewing its attribute tabular detail in the right-hand pane.

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Hardware Tab View

Figure 2-2. maxDPUTools window opened to the hardware tab view.

Figure 2-2 shows the left hand pane opened to the Hardware tab. The hardware tab consists of only the I/O related buffers organized in a three-way hierarchical tree view: Sorted by location consisting of cabinet, rack, and card hierarchy. Sorted by function type and address within type. Sorted by address only. Use this view to quickly configure only hardware or to access only the hardware content of a configuration. Use a context menu, accessible after a right-click over a tree element, to add and delete buffer types. Selecting a buffer node in the tree allows viewing its attribute tabular detail in the right hand pane. See the next section.

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Note: Buffer types are also listed in the DPU tree directory view with all the other configured function block types.

Custom Tab View

Figure 2-3. maxDPUTools Opened to Custom view

The Custom tab shows a tree view displaying custom block definitions hierarchically by source, category, name combined with description, and function block contents. The source can be local or imported from a library. Note that library custom blocks cannot be modified and are displayed as locked. See Figure 2-3.

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Template Tab View

The Template tab shows a tree view displaying template definitions by source, category, and name combined with description. The source can be local or imported from a library. Library templates cannot be modified and are displayed as locked. NOTE that templates are only a feature of DPU version 3.0 and later. Use the template feature to create reusable functionality in terms of preset attribute values for any existing intrinsic or custom function. In the example above a template for the DEVLOG has been created and a description entered to define it as having preset attributes matching a Device A. Also note the presence of the Standard library templates along with a variety of categories and templates.

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Understanding the Tabular Detail View


Access the tabular view, which opens in the right view pane, to display the tabular details of each function block. This view works in combination with the tree view in the left pane. Click on a group or a function block within a group appearing in the tree directory to open an associated grid view appearing in the right pane. All function blocks are configured from this tabular grid. Figure 2-1 shows a tree directory with the DPU tab selected. Notice that when you select a group or specific function block in the tree directory pane, its full path name appears in the title bar of the tabular grid view. The tabular detail pane lists the attributes for a function block selected in the tree directory. The first column of the grid view shows most of the associated attributes for the selected function block or buffer typically needed for configuration. To view more of the available attributes for a selected function block, select either the Expert or the All view in the combo box in the tabular detail title bar at the far right. Expert view adds attributes that are normally hidden as their values are infrequently edited. All view adds Status and Output category attributes, which likewise cannot be edited except for the special case of creating an exposure via the reference field. Refer to the section on reference editing for details. The remaining columns display the associated category for each attribute, the value assigned to the associated attribute, reference pointers, and the type of data that may be entered into the Value column for each attribute. Only the Value and Reference columns, highlighted in a white background, are configurable. The remaining columns, highlighted in gray, are informational.

Buffer Type Tabular Detail


In addition to the standard tabular detail available when you click on an object listed in the DPU or Hardware tab tree directories, the Hardware tree directory also features a special tabular detail which lists only several key attributes per buffer type. This view makes it easier to quickly configure only hardware. Simply add new buffers from the tree directory and configure the attributes that appear in the associated tabular grid or replace these attributes with other attributes of your choosing. To access this tabular grid: Open the Hardware tree directory and expand the By Type folder to view an alphabetized list of buffers. Click on a buffer type folder icon to open a tabular detail for all buffers of that type. See Figure 2-4.

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Figure 2-4. By Type tabular detail accessible from the hardware tree directory.

For instance, click on the AIB folder to display the tabular detail in the right pane for only AIB types. See Figure 2-4. Click on the AOB folder to display a tabular detail for only AOB types, and so forth. Buffer types appear in the tabular detail organized as rows. The first column of the tabular detail describes the HID location of each listed buffer. The next seven columns list hardware related attributes which you may edit. By default, the following attribute types appear: Address Redundancy, maxPAC option, Failover type, Cabinet, Rack, Card. Click the Reconfigure button on the tabular grid toolbar to customize the column configuration and select other attribute types. Right-click in a row to filter grid records three ways: Filter by selection Filter excluding selection Filter by entry Click the Remove Filter button, also on the tabular grid toolbar, to remove any applied filtering.

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Accessing Pop-up Menus


maxDPUTools features the familiar pull-down menus accessible from the main Menu Bar. However, many key maxDPUTools functions, such as adding new groups and controls, and performing full and incremental database installations, can only be done through menus accessible after a right click which are known as context or pop-up menus. Refer to this section to acquaint yourself with some of the right-click context menus you will need to access to create a configuration. Main Menu Bar functions are explained individually in the next chapter. While both the tree directory and tabular grid panes support right-click accessible context menus, tree directory context menus assume the most importance when you are creating a new configuration and installing (downloading) to a DPU. As noted, a DPU tab tree directory consists of a single DPU icon, group nodes, and individual functions. Each of these types of tree element support their own right-click accessible context menu. When you begin a new configuration, only the DPU icon and the preconfigured System folder (Containing implicit DPMS, Backup, and Timesync controls) are available. Right- click on the DPU icon in the tree directory to open a pop-up menu. As you add groups and then other functions, the other right-click context menus become available. Refer to the following figures:
In the DPU tab tree directory, right click on a DPU icon, group node, or leaf function node to open a context menu. The figures below show menus for DPU, group nodes, and individual points, respectively. DPU: Group: Function:

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maxDPUTools Grid Editing Features


To make it easier to move through the tabular grids, manipulate columns and records and enter data, maxDPUTools uses several common navigation and editing features you should be aware of as you create and edit a point database.

Editing Records
Notice that the first column on the left of a grid view contains a Record Select Box for each record in the grid. When a record is selected in the grid, appears in the Record Select box. When you edit a record, the an arrow arrow in the Record Select box changes to a pencil.

Using Tab Key


When the cursor is in a cell, use the <Tab> key to move the cursor from one cell to the next. When the last cell is reached, the <Tab> key moves the cursor to the first cell in the record. When you leave the mouse pointer over the cell for several seconds each cell will display a fly-over indication to show the complete contents of the cell even if the column width is too narrow to make the entire cell visible.

Using Auto Editing Features


Point detail displays and grid views feature automated editing features that help you quickly look up the appropriate entries for many data entry fields and reduce keystrokes. You may enter or modify data in any field at any time. Use the <Tab> key or click the field with the mouse to select it. maxDPUTools provides several auto entry features for fields that require a specific entry from a known list of choices. These are: Drop-down arrow button , appearing in Value and Reference columns F4 function key Auto entry based on closest match Clicking field to scroll through a list Ellipsis button appearing in Value and Reference columns When you click on certain entry fields in the Value column, a Drop-down Arrow button appears at the right of the field. When you click on certain entry fields in the Reference column, an Ellipsis button appears. Click on the down-arrow button to display a list of appropriate entries for the field you're editing. Click an item on the list to select it. You may also press the <F4> key to access the list. If you know the correct entry, type the first few characters. maxDPUTools looks for the closest match from its list of known choices and fills in the rest.

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Alternatively, you may click the field repeatedly to scroll through a known list of choices. Click on an Ellipsis button, for example in a Reference field, to access a selection pop-up.

Using Column Editing Features


Several editing features are available that specifically relate to columns in tabular views. You may change column widths and the order of columns. Additionally, records may be resorted in ascending and descending order and a record from a previous row may be easily copied to the next row using a keyboard shortcut. Refer to the following for discussions of each feature.

Changing Grid Column Width


In tabular grid views, you may change grid column widths and the order of columns in the grid. To change a column width: 1. Rest the mouse cursor over the vertical border between two columns until the pointer changes to a vertical bar with a horizontal arrow in each direction. 2. Click and drag the mouse to move a column border left or right. This feature always adjusts the width of the column to the left of the pointer.

Reordering Columns
To change the order of any column in the window: 1. Click and drag the column heading to the left or right. 2. Release the mouse button after you move the column to its new, desired location. Note: the double bar to the right of the left-most column indicates that the column is fixed if the view is moved with the horizontal scroll bar. For example, the Attribute column in the point grid view would still be visible if the window was resized and the view was scrolled to the right. It would also be visible if the width of the other columns was increased and the view was scrolled to the right.

Changing Sorted Order of Records


To change the sort order of records in a column:

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Click on the desired column header. This causes the tabular view to be sorted by that column in ascending order. Click on the column header a second time to sort records in descending order.

Copying a Column Entry


To copy the data entered in a column cell to the cell immediately beneath it, such as Reference column data: Press<Ctrl> plus the single-quote character <'>.

Using Grid Toolbar


Tabular views for function blocks and buffers contain a four-button toolbar, allowing you to easily navigate between records in the grid, save records, cancel and edits. Tabular views for custom controls also contain a button bar with two additional buttons for adding and deleting records. The Grid Navigation Toolbar, shown in the following figure, appears at the bottom of a grid view. When a record is selected in the tabular grid, the toolbar buttons become available. Additionally, the name of the selected attribute appears at the center of the toolbar as shown in the following figure.

Using Grid Toolbar Navigation Buttons


Function block and buffer grid views contain buttons on the Grid Toolbar that allow you to move to the next and previous records. Previous Record Click this button to move the active record up to the previous record. Note: hold the button down to continue to move backwards. Next Record Click this button to move the active record down to the next record. Note: hold the button down to continue to move forward.

Canceling an Edit
To cancel an edit for the active record:

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Click the Cancel button on the Grid Navigation Toolbar, or press the <Esc> key on the maxSTATION keyboard. Note: The first column on the left of a grid view contains a Record Select Box for each record in the grid. For the record you wish to cancel, an arrow should appear in its Record Select box, indicating it is the active record.

Saving an Edit
The first column on the left of a grid view contains a Record Select Box for each record in the grid. When a record is selected in the grid for edit, an appears in the Record Select box, indicating it is the active record. arrow To save an edit for the active record: Click the Update + <S>. button on the Grid Navigation Toolbar, or press <Ctrl>

Note: The first column on the left of a grid view contains a Record Select Box for each record in the grid. For the record you wish to save, an arrow should appear in its Record Select box, indicating it is the active record.

Tree View Editing Features


A single function block or groups of function blocks may be easily moved or copied to be used in other parts of a configuration.

Moving a Single Function block or Group


To more a single function block or group to a new location in the tree directory: Click on the function block or group as it appears in the tree directory and while holding down the left mouse button drag the selected function block or group to a new location in the directory tree and release the button.

Copying a Single Function block or Group


To copy a single function block to a new location in the tree directory: While holding down the <Ctrl> key, click on the function block as it appears in the tree directory and while holding down the left mouse button drag the selected function block to a new location in the directory tree and release the button.

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Notice that as you drag the selected object to a new location, the mouse cursor includes a plus sign (+) to indicate a copy operation is in progress.

Selecting and Moving Multiple Function blocks or Groups


To select multiple function blocks or nodes in succession and move them to a new location in the directory tree: 1. While holding down the <Shift> key, click on the first function block or node in the tree you wish to select. Then click on the last item in the list you wish to include to highlight the entire selection. 2. Continue to hold down the <Shift> key and while holding down the left mouse button, drag the selected function blocks or nodes to a new location in the directory tree and release the button.

Selecting and Copying Multiple Function blocks or Groups


To select multiple function blocks or nodes in succession and copy them to a new location in the directory tree: 1. While holding down the <Shift> key, click on first function block or node in the tree you wish to select. Then click on the last item in the list you wish to include to highlight the entire selection. 2. With the selection highlighted, hold down the <Ctrl> key, and while holding down the left mouse button, drag the selected function blocks or nodes to a new location in the directory tree and release the button.

Randomly Selecting and Moving Function blocks


In addition to selecting function blocks in succession as they appear in the directory tree, you may also select function blocks randomly within the same group. To make random selections and move them to a new location in the directory: 1. While holding down the <Ctrl> key, click on each function block you wish to include in the move to highlight then. 2. With the random selections highlighted, continue to hold down the <Ctrl> key, and while holding down the left mouse button, drag the selected function blocks or nodes to a new location in the directory tree and release the button.

Moving and Copying Function blocks between Two Configurations

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In addition to moving and copying function blocks within a single configuration, you may also move and copy function blocks between tiled views of two open configurations, provided the two configurations were created for the same DPU software version. If you attempt to copy function blocks or groups from one configuration version and paste them into a configuration of a different version, the copy operation is disallowed and the following warning message appears:

To move or copy function blocks or function block groups between two configurations of the same version: 1. From the File menu, select Open to open a configuration, if one is not opened already. 2. Select Open again to select a second configuration. 3. From the Window menu, select Tile Horizontal or Tile Vertical. When you make your selection, both configuration windows appear, one beneath the other or side by side, depending on your tiling choice. 4. With both configurations open on your display, you may now perform drag and dropped operations between the two windows. Use the same move and copy techniques you would perform within a single configuration. Review the previous sections.

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Chapter 3
Creating and Editing a Configuration
Overview
Creating a configuration database meeting an overall process control strategy requires some advanced planning. To begin, decide what control and data acquisition applications are required and their scope. Once the size of such applications is understood, measured in hardware resources and total number of points, you may begin constructing configurations using maxDPUTools. Remember that you may create one configuration per DPU. Note that large and complex applications will likely be composed of multiple configurations spanning multiple DPUs. Because of this, planning is important. As you map out a control strategy, decide how many separate configurations are needed, and what they should contain. The following guidelines cover several configuration fundamentals: 1. Decide what hardware resources are needed, namely DPUs and I/O modules. The IP addresses of all the available DPU pairs are normally entered into the DPUlist.ini file before configuration begins. 2. Use buffers to define I/O modules and signals and to specify further single conditioning. Use Atag and Dtag function blocks to assign names to each signal. 3. Complex configurations are normally organized around a hierarchical structure using Group function blocks. Before configuring function blocks and buffers, develop the outlines of a hierarchical organization. A hierarchical structure, which may be up to eight levels deep, can be cut and pasted for use in other parts of the configuration or may be copied to different configurations as appropriate. 4. Consider using Custom blocks. Use Custom blocks to create a new control with its own unique attributes. Once created, Custom blocks can be used just like intrinsic functions.

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Getting Started
Use maxDPUTools to create a configuration consisting of groups, function blocks and custom blocks assigned to specific DPUs: Define a configuration with the same name as the DPU. Import any standard or custom libraries of custom blocks and templates. Edit the standard DPMS, Backup and Timesync function details present in every configuration. Create group nodes. Define the hardware. Create local custom blocks, if required. Create local templates for reusability. Define the function blocks for control and data acquisition and configure their details. Configure reference pointers to interconnect the function blocks. Run the Validate utility to insure correctness of the references. Install (download) the configuration to the DPU for testing. Perform updates as needed.

Updating Configurations
Use maxDPUTools to create a new database or edit an existing database. Remember that, if you are editing an existing database, it may need to be converted from earlier versions of maxDPUTools or the DPU. maxDPUTools supports mixed versions of the maxDPU from a single workstation. This allows a site to have multiple maxDPU versions present in a system. Multiple versions may exist for several reasons. For instance, new equipment is added or a complete update to existing equipment is not desired or must be deferred until a later date. maxDPUTools supports multiple maxDPU versions: 4E - 2.1 through the latest version 4F - 4.0. Each version supports a maxDPUTools database master containing different features. If existing configuration databases need to be converted, see "Invoking the Conversion Utility" before attempting to open and edit them.

Updating Configurations within the Same Version


MaxDPUTools will automatically update a configuration created within the same DPU version when you first open it. The auto update applies the most current database master containing the latest definitions. For instance, a version 2.1 configuration created for a 2.1 DPU4E may need to be updated at some point. An automatic conversion may be triggered due to minor revisions or corrections within a DPU version that occur as part of a new or maintenance release. Such automatic updates do not change the DPU version of the individual configuration.

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When you open a configuration and maxDPUTools detects that the configuration does not contain the most current database definitions or features, the following confirmation dialog appears:

If this dialog appears, click OK to update the selected configuration to match the current master. Or if upgrading is desired, a later revision DPU master. Note: going backwards in DPU version is not recommended! When you click OK, maxDPUTools asks you if you want to create a backup copy of the configuration, allowing entry of the backup name and location. When you respond to this prompt, (backup is recommended) the utility begins to update the configuration. When the update is complete, a confirmation dialog appears. Click Exit to close the completion dialog and open the updated configuration for editing. Note: Selecting Cancel will disallow the opening of the configuration until an update is successfully completed.

Uploading maxDPUTools Changes


Any online changes introduced using other maxDNA programs, such as the maxVUE Graphical Configurator or Point Browser, should also be uploaded before editing the configuration. Conversion and upload utilities can take care of these housekeeping chores; however, such utilities will write over the original database. Be sure to make a backup copy of the original database as a precaution. The DPU Upload operation selects a matching database version master to copy as its initial configuration database. If the upload utility detects a missing version, a warning dialog appears prompting you to select an alternate version. See "Uploading Online Changes."

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Starting maxDPUTools and Opening a Configuration


To invoke maxDPUTools, from the Windows Desktop, click on its icon to access the maxDPUTools welcome dialog. Alternately, click the Start button on the Task Bar, point to Programs, maxDNA, Utilities and click maxDPUTools.

The dialog consists of a scrollable list of existing database configuration files and four radio button choices. Configuration files appearing on the list should include .4E and .4F extensions. Click Create a New Configuration to create a new point database. To open an existing configuration, select from the following options:

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Open an existing configuration appearing on the list Open an existing configuration and also create an initial backup copy Open an existing configuration and create a new copy. Perform a version upgrade for the selected configuration.

Opening an Existing Configuration


The first option, to open an existing configuration appearing on a choice list, permits you to open a point database without making a backup version or copy. Note: if the configuration is out of date or reflects an older version, maxDPUTools prompts you with a warning message. The configuration may need to be updated to a more current version of the database master or converted. See "Invoking the Conversion Utility" or "Updating Configurations within the Same Version."

Creating a Backup Configuration


Select the second option to open an existing configuration from the choice list and also make a backup copy placed in a backup directory of your choice. Because maxDPUTools implicitly saves all changes as you edit a database, it is recommended that you create a backup version before editing a configuration to preserve an original version in the event you need to discard your edits. The backup option is also available from the File menu, making it possible to create a backup copy anytime. To create a backup configuration: 1. Select a configuration from the choice list and click the radio button for creating a backup copy. 2. From the SaveAs dialog, specify the path and name of the backup file. Once you select a backup directory, by default maxDPUTools opens to this directory again the next time the backup choice is selected. The directory will include the backup file name to match the original, providing a quick entry backup.

Creating a New Copy


Select the third open option to copy an existing configuration. Choose this option possibly for testing purposes or to duplicate control strategy functionality to be used elsewhere. To copy an existing configuration: 1. Select a configuration from the choice list and click the radio button for creating a new copy.

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2. From the SaveAs dialog, which opens by default to the directory of the original file, specify the path and name of the copy. Note: a Save As option also appears on the File menu. This entry is enabled when a configuration is open and has active focus. Select this feature to create a copy of an active configuration with a new name. This option opens a Save As file dialog with its directory location set to match that of the original file. When you select this option, maxDPUTools closes the original configuration, creates a copy and opens the new configuration to take its place.

Perform a version upgrade


Select this option when a major version upgrade is required such as a DPU 2.1 - 4E to a DPU 4.0 - 4F. The upgrade dialog will appear alLowing the selection of the target version from those available:

Similarly once maxDPUTOOLS is open an upgrade to a configuration can be initiated as follows: Select Configuration Version Update from the File menu to access a file selection dialog. From the file directory, select a target configuration file with an extension to access the DPU Version Selection dialog. The dialog contains a list of available maxDPU models and versions. Select one and click OK. DPU models and versions listed in the dialog are sorted in descending order to place the most recent release at the top for quick default selection via an enter keystroke. Each master contains the definition of functions and attributes uniquely supported by their particular release, and serves as a starting copy for the creation of new configurations as well as a master reference for the performance of version updating.

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After you select a DPU version, the following confirmation dialog appears:

Click OK to proceed with the update or Cancel to abort the update. Before proceeding with the update, maxDPUTools opens the following dialog prompting you to create a backup copy of the updated configuration:

Because maxDPUTools replaces the original file with the updated file, a backup file is recommended should there be an unforeseen need for error recovery. If you select Yes, the utility opens a file directory dialog from which you may identify the location and name for the backup file. After you acknowledge the backup prompt, maxDPUTools begins to process of conversion and also automatically invokes repair and database compacting utilities to reduce the size of the database and resulting memory requirements. When maxDPUTools successfully completes a conversion, the following dialog appears:

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The dialog includes the DPU version identification and confirms any file type change.

Uploading Online Changes


If you are editing an existing database, use the Configuration Upload Utility to incorporate any changes introduced online from other programs, such as the maxVUE Graphical Configurator or Points Browser. To upload online changes: 1. Select Configuration Upload from the File menu to access the following dialog box.

2.

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3. In the DPU Selections window, enter the name and DPU IP address of a configuration, or click the down arrow to select a configuration from a drop-down list. 4. Click the Upload button to access a Windows file directory dialog, which permits you to copy the configuration to a new name. If you don't make a copy, the uploaded configuration will overwrite the original configuration having the same name. When you click Upload and create a copy of the target configuration, the upload utility begins to load the configuration. A progress bar appears at the bottom of the dialog. A trace log appears in the center of the dialog to report any errors or problems during the upload. When the upload is finished, click the Print button to print the trace log or click the Save button to save the log to a file. Note: the upload utility attempts to match the DPU version being uploaded. If the utility cannot find a DPU matching version after you click the Upload button, the following warning dialog box appears:

Should this dialog appear, click OK to access the DPU Version Selection dialog. From this dialog, select an alternative version master.

Downloading New Security Definitions


Version 2.0 configurations include security subattributes assigned to each attribute of a function block. New security definitions are implicitly downloaded when a configuration is upgraded or installed on a target version 2.0 DPU. A security download may also be invoked separately using a security utility included with maxDPUTools versions distributed with software release version 2.0 or later. Use this utility to perform a system wide update or to update an individual DPU. To perform a system wide security download:

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Select System Wide Security Download from the File menu to access the following dialog:

The dialog displays a list of DPUs dynamically read from the DPUList.ini file. Click the Download button to start the sequential download of security to each DPU one by one. The Status column, next to the DPU column, presents status information as the download progresses through each DPU. The following status messages may appear: Pending In progress Complete Failed Click the Cancel button to halt the operation if necessary To invoke a security download for an individual DPU: From the left-pane tree directory, right-click on the root node of a DPU to access a menu and select Security Update to access a DPU download dialog. When the dialog opens the phrase "Security Download Only" appears in the Action field. Review the steps as outlined in Chapter 4, "Downloading a Configuration," to complete the security download for a singular DPU.

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Creating a New Configuration


When you create a new configuration, maxDPUTools creates a new database file with either a .4E or .4F extension depending on the maxDPU model that is automatically stored in the directory c:\Custom\Configs. From Windows Explorer, double click on a configuration file with such an extension to automatically launch maxDPUTools. To create a new configuration: Invoke maxDPUTools and select New and then DPU from the File menu to access the version selection dialog:

The dialog contains a list of available maxDPU versions. Select a version and click OK. Next the file dialog appears, select or create a file folder, then enter a configuration name and click Save to complete the creation of the configuration. Next the configuration is opened for editing and the main maxDPUTools window appears and a DPU icon and the configuration name appear in the directory tree pane.

Renaming a DPU
To rename a DPU: 1. In the tree directory pane, click the DPU tab, click on the DPU node to open the Rename a DPU dialog box. 2. The From window contains the current name of the DPU. In the To window, type a new name and click OK. Click Cancel to close the dialog without making any changes.

Adding a Group
To add one or more groups to the configuration:

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1. In the tree directory pane, click the DPU tab, right-click on the DPU icon in the directory tree pane to access a pop-up menu.

2. Select Add Group from the pop-up menu. 3. When you add a group, a pop-up appears prompting you for a group name and relative index.

4. Enter a group name, and optionally a relative index, and click Add. Continue to add groups and click the Add button each time. 5. Click Exit when you are finished to close the pop-up. Notice that each time you add a group the path name is updated in the title bar of the pop-up. New group icons also appear in the directory tree pane. Index numbers assume a particular importance when the group cannot be identified by tagname or gname. If you need to change the index number, be sure the number is unique within the group. See "Changing the Group Node Relative Index Number." The relative index is selected incrementally by default. You may manually change the relative index by also typing in the desired index. The Relative Index for each group or control must be unique within a group.

Renaming a Group
To rename a group:

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1. In the tree directory pane, click the DPU tab, click on the group node whose name you wish to change to open the Rename a Group dialog box. 2. The From window contains the current name of the group. In the To window, type a new name and click OK. Click Cancel to close the dialog without making any changes.

Changing the Group Node Relative Index Number


As you create group nodes, maxDPUTools automatically assigns each node a unique relative index number. Relative index numbers are used to identify a target group node in a reference field. To change the relative index number at the group level: 1. In the tree directory pane, click the DPU tab, click on the group node whose relative index number you wish to change to open the Renumber the Relative Index dialog box. 2. The From window contains the current index number. In the To window, type a new index number and click OK. Click Cancel to close the dialog without making any changes.

Adding Function blocks to a Group


To add function blocks to a Group: 1. In the tree directory pane, click on a group node to select a group in the configuration where you want to place one or more function blocks. 2. Once you select a location, right-click to open the following group popup menu.

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3. Select Add Block from the menu to access the following pop-up list of available function blocks.

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4. Click on a listed function block to highlight it and click Add to add that function block to the configuration. Use the scroll bar to view the entire list. Note the button options for viewing either a list of templates or a list of all function blocks. Also note the tab options for viewing an alphabetic list or a two level hierarchy list by category. Note the option for viewing help on the selected function. 5. Continue to click Add to add additional function blocks to the selected group. 6. Click Exit when you are finished to close the pop-up.

Changing Relative Index Number of Controls


As you add controls, maxDPUTools automatically assigns each control a unique relative index number. Relative index numbers are used to identify a target control in a reference field. See "Using References to Interconnect Controls." Index numbers assume a particular importance when the control cannot be identified by tagname or gname. If you need to change the index number, be sure the number is unique within a group. To change a control's relative index number: 3. In the tree directory pane, click on the control whose relative index number you wish to change to open the Renumber the Relative Index dialog box. 4. The From window contains the current index number. In the To window, type a new index number and click OK. Click Cancel to close the dialog without making any changes.

Configuring Only Hardware


maxDPUTools permits you to configure only hardware from the hardware tree directory pane. Click the Hardware tab in the left tree directory pane to access this directory. As described in Chapter 2, in this view, only buffers are shown organized three ways: By location consisting of cabinet, rack, and card, By function type and address, all function types by address. Use this view to quickly configure only hardware or to access only the hardware content of a configuration. Right-click within any folder at any level of the folder hierarchy to access a pop-up menu containing items to add

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or delete buffer function blocks. As you add buffers, they are added to each of the three folder types. Click on a function block appearing in the tree directory to open its tabular detail in the right pane. The detail lists all the attributes associated with the selected buffer. Use the Value and Reference columns to configure attributes.

Configuring from the By Type Tabular Detail


Notice that when you expand the By Type folder and click on a buffer type icon, a special tabular detail appears which lists several key attributes per buffer type. This view makes it easier to quickly configure hardware. Simply add new buffers from the tree directory and configure the attributes that appear in the associated tabular grid. By default, the following attribute types may be configured from this tabular view: Address Redundancy, maxPAC option, Failover type, Cabinet, Rack, Card. Click the Reconfigure button on the tabular grid toolbar to customize the column configuration and select other attribute types. When you click Reconfigure the following dialog appears:

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The Available Attributes window lists attributes from which you may select. The Selected Attributes window lists attributes already selected to appear in the tabular grid as columns. Use the left and right arrows at the center of the dialog to move attributes between the two windows. Click OK after making your selections. The new selections should now appear in the tabular detail.

Adding Buffer Function blocks from the Hardware Tree Directory


To add new buffers from the hardware tree directory pane: 1. Click the Hardware tab in the left pane to open the hardware tree directory. 2. Select and expand any one of the three standard hardware tree directory folders. 3. Select a level within a folder and right-click to access a pop-up menu and click Add to open the following dialog:

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4. Click the drop-down arrow in the Function window to select a buffer type. 5. Using the keyboard <Tab> key, tab to each of the other fields in the dialog to specify a buffer module address, cabinet location, rack location, and card number. 6. In the Group field, assign the buffer to a HID (Hierarchical Identifier) location. Click the Browse button to the right of the Group window to select a HID from a pop-up dialog and click OK. Note that the pop-up dialog of HIDs allows the in place addition of groups to create a new HID as needed. 7. Continue to click Add to add additional function blocks to the selected group. 8. Click Exit when you are finished to close the pop-up.

Using Referencing to Interconnect Controls


Use references to connect (or "soft wire") a control with other controls within a single configuration or across multiple configurations. Enter a reference in a control to read attribute data. The referenced attribute may be an input, output, parameter, or status of a DPMS object Use referencing: to read an attribute within the same control containing the reference to read attributes within other controls to read attributes within controls located in other configurations

Understanding Referencing
References consist of text strings used to identify the location of a specific attribute. To locate an attribute within a configuration or within another configuration, a reference text string may consist of:

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the name of the attribute to be referenced, a tag name, generic name or relative index number of the control containing the attribute, identifying HID information (because referenced attributes are normally located in HIDs) name of the DPU pair, maxSTATION address, or IP address, used only if the attribute is in another configuration. Controls are referenced by tagname, gname or relative index number. Because not all controls include a tagname or gname, all controls are automatically assigned a relative index number when you create them. A reference string uses syntax containing the following elements: [<Box>] <Base HID> <HIDModifier> <Point modifier> <Attribute> Where: Box Is optionally used to identify the device containing the DPMS object to be referenced; enter the name of a DPU pair or maxSTATION, or IP address. Is required to identify the starting hierarchical position of this reference. Is used to descend from the Base HID to subgroups. Is used to select a DPMS object from a group; enter the generic name assigned to a DPMS object, or the relative identification of an object within a group.

Base HID

HID Modifier Point Modifier

Relative Reference Syntax


The following is a summary of the options for each element in a reference string. Note: use a dot with a slash (./) or a slash by itself (/) as level separators.

Box Syntax Options


[<boxname>] [<pairname>] [<ip>] [^] An ASCII string representing the registered name of a DPMS An ASCII string representing the registered name of a pair of backup DPMS An explicit dot separated IP address The ^ denotes that the desired point may not reside locally and a level 2 router must be used to resolve the address. A maxDPU will send this message to a workstation in its domain that is a proxy server. Point is in this station.

[] Null

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Base HID Syntax Options

. .. ^

<wild string>

Look up reference in same function block containing the reference pointer. For example: .Out Where .Out is my out attribute. From the control containing the reference pointer, move up in a hierarchy to the parent level. For example: ..PARAM1 Make this the leading character in the reference field to cause the routing to search upward in the HID structure until a match is found between the string that follows and the group name. For example: ^PULV*./COMMON/TEMP.OUT Where Out is the attribute of the function block genetically named TEMP in the child COMMON of the first group. A string possibly containing a question mark (?) character or an asterisk (*) character; use the question mark to match any one character. Use the asterisk to match remaining characters. For example, from the previous example: ^PULV*./COMMON/TEMP.OUT ^PULV*./contains an asterisk as a wild card character; this causes the routing to search upward in the HID structure looking for group name matches beginning with PULV.

<utag>. a unique tag (Tagname) assigned to a DPMS object /<l1>[/<l2>[/<ln>]] A HID location. .

HID Modifier Syntax Options


/<l1>[/<l2>[/<ln>]] .
<ln>

A HID location.

a hid level representing group names

null

Point Modifier
/#<rel> This contains the relative index identification of an object within a group. For example: GROUP123./AREA1/#1.in1 Where Attribute In1 is associated with a function block having a relative index of 1 in Group123's child, AREA1 The generic name assigned to a DPMS object. For example: ./BILL./TEMP.OUT where The attribute out is associated with a control having the generic name temp.

<generic>

Null

Attribute

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<attribute> an input, output, parameter or status of a DPMS object

Entering References
To enter references, click on a control listed in the tree directory pane to open its tabular detail display. Enter reference strings for the control in the Reference column of the tabular grid view. Notice that the Reference column contains both white fields and grayed out fields associated with attribute categories. Fields associated with input and parameter attribute categories are white, indicating that they may be edited. Gray fields, associated with other attribute categories, will not accept inputs. Input and parameter attribute categories are used to reference other attributes, however, input type attributes are most typically used. You may enter reference strings manually or you may take advantage of maxDPUTools auto editing features as described in Chapter 2, "Using Auto Editing Features." Use auto editing to quickly access pop-up displays listing information to include in a reference. You may look up the names of other DPUs to reference attributes in other configurations. You may also look up the names of controls by tag names, and by relative index numbers. Controls organized in the same group are referred to as siblings that may be referenced by their respective index numbers. Once you select a control from a pop-up list by tag name or index number, a second pop-up appears listing eligible attributes associated with the selected control. When you select reference information from a pop-up list, maxDPUTools automatically enters your choice in the reference field using the appropriate reference syntax as described in the previous section. To enter a reference using auto editing: In the tabular detail grid, click on a reference field to access an Ellipsis button. Click on the Ellipsis button (or use the F4 key) to access the following pop-up:

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Note: you may also right-click in a reference field to access the same pop-up or use function keys to access a pop-up. The pop-up menu available in reference fields lists function key equivalents for each menu item. From the pop-up, select Tag name to select any control within the configuration that has a tag name. The pop-up lists all the available tagnames found in a configuration. Select Sibling to select a control within the same group by its relative index number. The Sibling pop-up lists all index numbers associated with the target group.

Select Hierarchy to view a tree view of groups and functions for selection. Select External to reference a control in another configuration. Once a control is selected, select Attribute to select from a list of eligible attributes for that control. Note: once you enter a reference, select Follow from the pop-up to go directly to the referenced control. When you click Follow, maxDPUTools looks up the control being referenced and opens its tabular detail. Select Toggle Quality to add or remove a leading ! prefix which is used to ignore quality when present in order to prevent a closed loop feedback lockup of bad quality. Select Print Detail to get a printed report matching the current grid contents.

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Exposing Additional Group Attributes/Parameters


While standard groups can have up to 40 attributes wired to connection points at the boundary of the group, there are times when it is desirable to have additional parameters available that are attributes of function blocks contained within a group. To implement this, use a greater than (>) symbol as the leading character in a reference field associated with an attribute you wish to expose. This permits that function block attribute to be accessed by GroupName.Attribute. If nothing follows the greater than symbol (>), then the exposed attribute takes on the name of the function block attribute. This can only be allowed if there is only one attribute exposed with that name. Normally, a name follows the greater than symbol (>), which becomes the new name of the exposed attribute. For example: Group Name = MyGroup Reference for attribute of a function block within the group = >MyAttribute Access to attribute = MyGroup.MyAttribute

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Using Cross Referencing to Locate References


Use the Cross Referencing utility to open a log listing what other controls are referencing a control you select in the tree directory pane. To use the Cross Referencing Utility: 1. Click on a control from the tree directory to select it. This feature is available in the DPU, Hardware, and Custom tab views. 2. Select Cross Referencing from the drop down context menu to access the Cross Referencing view pane.

When you select a control and open the utility, a log appears listing all the controls that reference the selected control.

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When the cross-referencing search is complete, the Print and File buttons become available. Click Print to print the search log. Click Save to save the log to a file. To close the cross-reference view pane, select the close (X icon) button in the upper right-hand corner. Note also the presence of a shortcut icon in select lines of the cross-reference. These lines can act as a double click shortcut to go to the detail for the identifier shown, along with selecting the associated attribute in the detail grid being referenced. In addition when a custom function is selected under the custom tab, the cross-reference has the special meaning of where the particular custom function is instanced rather than referenced. The list again contains doubleclick-shortcut go to capability to the identifier shown.

Creating Custom Function Blocks


Select the Custom tab in the tree pane to create Custom function blocks. Use the Custom function block feature to encapsulate a group of function blocks into a reusable function with a user-defined set of interface attributes. These custom functions may then be used multiple times in a single configuration or copied across multiple configurations for reuse. Once created, Custom blocks, each of which is uniquely named, are added to the list of selectable function blocks. At its simplest, a Custom block may implement a frequently used subroutine. At its most complex, a Custom block may consist of numerous combinations of intrinsic function blocks (standard function block types that come with the maxDPU) or custom functions that implement a fully developed PID control, a multi-step sequencer, and so forth. Custom blocks may consist of combinations of intrinsic function blocks and other custom functions. Note: When placing custom blocks within a custom block, the level of nesting is restricted to four levels deep. Use the custom tabular detail to create and edit attribute definitions for a new custom function. When you first open the tabular detail, a single row appears featuring the same five column headings used with intrinsic function blocks: Attributes Category Data Type Default Value Reference Description Alternate Description Security Class

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Add additional rows to define up to 48 attributes per custom control. Similar to the tabular detail for native function blocks, the custom tabular grid features automated editing that help you quickly look up the appropriate entries for many data entry fields and reduce keystrokes. appears in a tabular grid For instance, when a Drop-down arrow button cell, you may select an entry for a known list of choices from a drop-down list. You may enter or modify data in any field at any time. Use the <Tab> key or click the field with the mouse to select it. Use the tabular grid toolbar to delete rows or add new rows as needed. To create a custom function: 1. Open maxDPUTools, create a configuration, and click the Custom Tab in the left view pane. 2. Right-click on the Local Custom top level icon in the view pane and select Add from the pop-up menu to open the following dialog:

3. Enter the unique name of the control, add a Category and an optional Description and click OK. After you click OK, a new icon appears inside a category node, in the Local Custom directory folder, bearing the names you entered when you created the object. A blank record field appears in the right view pane. Use these record fields to create your own attributes for the control. Create a name for the attribute under the Attribute column. Select a category for the attribute in the Category column (Input, Output, Parameter). Select a Data Type under the Data Type column. Choose from the following: Boolean Complex Enumerated Float Long Relative time

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Text Time. Once the custom name is created in the custom field, the name should now appear in the list of available controls when a control is to be added in the control hierarchy under the DPU tab.

Custom Enumerations
For custom function attributes assigned the ENUM data type, value /text pairs must be defined. These enumerations are then visible as values and dropdown selections for the associated attributes when configuring an instance the custom function. They will also be downloaded to the maxDPU, making them accessible to the browser for similar display and selection, and can likewise be uploaded from the maxDPU. The creation / editing of custom enumerations is initiated via a right click within the Data Type field of the attribute definition grid. This will Note that the record must have been previously saved and not have any edits outstanding. A single entry context menu will appear as follows, which when selected will launch the new enumerations editor dialog.

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Custom Enumerations Edit Dialog
The following modal dialog is used to create and edit custom enumerations:

The buttons on the right provide intuitive edit capabilities. The up / down arrow buttons on the right provide position reordering within the list for the highlighted selection. Selecting Add invokes another modal dialog for defining a new value and text pair, which is then added at the end of the list. Selecting Edit for a highlighted entry in the list invokes a modal edit dialog for modifying the value and text. Delete removes the hightlighted entry in the list. Restore discards all changes and restores the initial enumerations. Save makes the changes permanent and closes the dialog. Cancel discards all changes and closes the dialog.

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Custom Enumerations Detail Edit Dialog
The following modal dialog is invoked via the Add or Edit button for editing a single enumeration entry:

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Custom Data Types


The ability to define custom complex data types exists to complement custom algorithm coding in the atom compiler. This includes the specification of a unique 16-character name, along with a unique subtype and the number of elements making up the complex data. Once defined, the unique name will then appear in the dropdown selection for data types on the attribute function definition grid for custom function. The intended use of such custom types is in combination with the atom compiler, where bidirectional data transfer can be performed in code for a single local connection. Thus enabling implicit feedback without the need for separate wire connections. The creation / editing of custom data types is initiated from either the file main menu or via a right click within the Data Type field of the attribute definition grid. In either case, when selected the new custom data types editor dialog will be launched.

Via the file menu:

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Or via right click context menu:

Custom Data Types Edit Dialog


The following modal dialog is used to create and edit custom complex data types:

The buttons on the right provide intuitive edit capabilities. Selecting Add invokes another modal dialog for defining a new type, which is then added to the list in name sorted order. Selecting Edit for a highlighted entry in the list invokes a modal edit dialog for modifying the existing type information. Delete removes the hightlighted entry in the list, subject to a usage count of zero. Usage invokes a modal dialog listing where the data type is in use.

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Custom Data Types Detail Edit Dialog


The following modal dialog is invoked via the Add or Edit button for editing a single custom data type entry:

The name entry specifies the unique name to be given to the data type (16 char max.) The SubType specifies the unique complex subtype ( range 100 999). The # elements has a range of 2 16.

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Transferring Custom Functions to Other Configurations


Custom Functions may be transferred to other configurations using conventional copy and paste approaches or by using the Custom Function Update/Copy Utility. To copy Functions from one or more configurations to other configurations using the copy/paste approach, refer to Chapter 2. Of the two approaches, using the Custom Function Utility is clearly preferable particularly when configuration databases include numerous custom functions you wish to transfer. The utility allows you to view a complete list of Functions from one or more source configurations. From this comprehensive list, you may copy some or all the Functions at one time to one or more target configurations.

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Copying Custom Functions


To copy one or more custom Functions from a source configuration to other target configurations: 1. From the File menu, select Custom Function Update/Copy to access the custom Function copy dialog box.

2. Click the Source button to access a file directory. From the directory select a configuration containing custom Functions you wish to transfer to other configurations. 3. Click the Destinations button to select target configurations. Selected destinations will appear in the choice list. Notice that, by default, the configuration you already have open appears in the destination choice list on the right. Click the Reset button to clear the list. 4. When you select a source configuration, a list of named custom Functions associated with that configuration appears in a list box on the left under Select a Source Configuration and Functions. Each Function is listed next to a checkbox. By default, all the Functions are selected. To clear the checkboxes, click Clear and select specific Functions. 5. Click the Transfer button to transfer all the selected Functions to the target configurations. 6. Click Exit to close the utility when you are finished.

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The added or updated block becomes part of the maxDPU configuration, which is independent of the library source copy. Individual configurations are not updated when the library is updated. To apply updates, use the above procedure followed by a download.

Creating Templates
Select the Template tab in the tree pane to create Template function blocks. Use the template feature to create reusable models in terms of preset attribute values for any existing intrinsic or custom function. Templates may also be imported from libraries, or copied between configurations via cut and paste. Different variations of the same function can be created each with a unique description to describe the functionality represented by the preset values of its attribute set. Once created, these templates are available as an alternate list for selecting a function block in the Add Function Dialog used with adding functions to a group in the DPU tree hierarchy or to a custom function in the Custom function tree hierarchy. Various context menu operations are initiated via right-click selection of a node in the tree hierarchy for creating and maintaining templates. These include adding a template, renaming the category or description for a template, deleting a template, renaming a category, deleting a category, importing from libraries, importing from another configuration, copying a template, and pasting a template. To create a template function: 1. Open maxDPUTools, create a configuration, and click the Template Tab in the left view pane. 2. Right-click on the Local Templates top level icon in the view pane and select Add from the pop-up menu to open the following dialog:

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3. Select a function from either the Alphabetical or Categorized listings. The Category and Description fields will then default to match the selection. Now, optionally modify the category, and be sure to modify the description to uniquely identify the purpose of this template, and click Add. Another template may then be added, or when done click Exit. After you click Add, a new node appears for any categories added, in the Local Template directory folder. Under the category nodes, the template nodes added appear with the names of the function selected and the alternate description entered. Now selecting the template node will result in the matching attribute detail to appear in the right hand pane, allowing the customized presetting of values and references to create the desired model.

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Validating References
To check the validity of references in a configuration, maxDPUTools includes a Validate References utility. Use the utility to check references within the same configuration and also to check external references, references pointing to function blocks in configurations in other DPUs. When the utility finds a bad reference, the path name of the reference is listed on a status log display. Double-click on the reference to locate where the reference occurs in a configuration. You may print the status log or save the log to a file. To check input references: 1. Select Validate References from the File menu to start the utility. When the utility is started a status log display appears at the bottom of your screen opened in a third viewing pane. When the utility finishes its search, it lists the path names of all the found bad references and reports an error and warning count total.

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In the above example the two categories of errors are demonstrated: An ID error in which the reference identifier could not be found, vs. an Attribute error in which the identifier exists but the attribute is not valid. In addition a warning exists. Warnings are the result of any non-optimized references, in which the attribute referenced may require data type conversion or a computation step to be referenced and is less efficient, (and thus discouraged if done to excess) but nonetheless legal. Also note that all external referencing from an external source (another DPU for example) are nonoptimized. Note the presence of shortcut go to icons in the list. Those lines containing such an indication may be double clicked to navigate to the detail pane where the error exists, along with selection of the particular attribute and reference field in error for correction. Note: by default the External checkbox is checked when you first open the utility. This means the utility will also check references pointing to function blocks in other DPUs. To limit the search to references only in the currently opened configuration, uncheck the checkbox. The optimized checkbox option can also be unchecked to eliminate the warnings for non-optimized references, and thus declutter the view to errors only. 2. To print a listing of bad references, click the Print button. 3. To save the status log file to disk, click the File button. 4. To close the validation view pane, select the close (X icon) button in the upper right-hand corner.

Performing Global Edits Using Find And Replace Utility


Use the Find and Replace utility to make global changes to entered values and references. To make global changes to values and references: 1. Select Find and Replace from the File menu to access the Find and Replace dialog box.

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2. In the Service field click the down arrow to select a control from a drop down list or accept the default, <ALL>, to search on all available controls. 3. In the Attribute field, click the down arrow to select an attribute type from a drop down list, or accept the default, <ALL>. If you accept the default, the utility searches for values and references associated with all attributes in a configuration. 4. In the field labeled In, select value or reference to direct the search tool to search in reference fields or value fields. The tool cannot search both values and references in one pass. 5. In the field labeled Position, specify which substring position to search. Click the down arrow to select prefix, suffix, exact, or use the default position, any. 6. In the field labeled Find, enter a substring you want the search tool to find. 7. In the field labeled Replace, enter the replacement substring. 8. Click the Find button to begin the search and replace. When you click Find, the first point name containing the substring matching the search criteria appears under Results in the ID field. The From field contains the target substring match. The To field contains the replacement substring you entered in the Replace field. You may edit the replacement substring appearing in this field if you desire. 9. Click the Replace button to replace the value or reference for the selected point.

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10. Click Replace All to replace all values or reference matching the search criterion at one time. Click Print to print a log of points matching the search criteria.

Performing Database Searches


Use the Search utility to locate information in a configuration database meeting specific search criteria. To perform a search: 1. Select Search from the File menu to access the following dialog.

2. The dialog contains search filters allowing you to request progressively more specific information. In the Service window, use the drop-down arrow to select the name of a specific control. By default, <All> appears in the window, directing the search utility to search all available controls. 3. In the Attribute Match window, enter the name of an attribute, such as in1 (input 1) or enter a wildcard pattern, such as in*. In this example, the search utility will search all controls having any attribute names beginning with in. 4. To make the search more specific, in the Value window, enter a value string or wildcard pattern. By default, the search utility looks for "like" values matching the entered string. To enter a different search criterion, click the drop-down arrow button next to the default (like) to select greater than (>), less than (<), and not equal to (<>). String comparisons are performed using ASCII values (example: abc is less than bcd). 5. In the Ref Match window, enter a reference string or a wildcard pattern. 6. Click Start to accept the inputs and begin the search. When the search begins, the search utility opens a new dialog featuring a search log and a new set of buttons. The search log reports when the search

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was begun, describes the search criteria, and lists specific matches. The bar at the bottom of the dialog reports total number of matches found. Click the Print button to print the search results, or click the File button to save the search results to a file.

Searching for Points by Tagname


To search for a point by associated tag name: 1. Select Find by Tag Name from the View menu to open the Select a Tag Name dialog box.

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2. The dialog presents you with a list of all tag names in the configuration database. Click on a tag name from the list to select it and click OK to begin the search. Alternatively, a tagname may be typed or pasted into the text box at the top. The text box supports auto-completion and will position the list box to match for reviewing the description and function type before selecting OK. 3. When the search is complete, maxDPUTools locates the point containing the searched tag name in the tree directory and opens its tabular detail in the grid view pane.

Searching for Duplicate Group and Tag Names


maxDPUTools does not permit you to create duplicate group and tag names in the same configuration database; however, duplicate names may appear among separate, multiple configuration databases. To detect duplicate names among databases, use the duplicate name search tool.

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To begin a search: 1. Select Duplicate Names from the File Menu to open the search tool dialog display. 2. Click the Select button to select a configuration to compare from a Windows file directory dialog box. 3. Click the Start button to begin the search. The search results appear in the bottom window of the dialog display. The search results window reports the date and time the search was requested, when the search ended, and how many total duplicates were found for all configurations searched. Each configuration in the search is compared to one or more other configurations in the search. Two configurations are compared at one time until all combinations have been analyzed. The main body of the search report details which two configurations were compared, how many duplicates were found for this specific comparison, followed by a listing of each duplicate tag name found. Click the Print button to print the search results, or click the File button to save the search results to a file.

Repairing the Database


Use the Repair command to recover a configuration that shows an error on an attempt to be initially opened. Such an occurrence can result from a power outage or network failure (if a non-local share drive is where the configuration resides) when editing. Should you experience an outage or network failure as you are building a configuration, when you recover your system, restart maxDPUTools, and select Repair from the File menu. When you select Repair, maxDPUTools goes back to the last successful transaction before the interruption occurred. Your most recent edits may be lost.

Using Data Compression


Use data compression to reduce the size of a database and improve retrieval performance. To implement data compression: Select Compact Database from the File menu for an open configuration.

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When you select Compact Database, the utility begins to compact the selected configuration. When the utility finishes, a prompt informs you that compacting is completed. Click OK. Note that automatic compacting always occurs when initially opening a configuration. This feature is most useful after a significant number of edits have been performed, and a separate backup copy is desired before continuing, or the configuration is just being closed prior to an archive copying operation. When performing a backup copy, compact first then select Backup from the file menu.

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Chapter 4
Downloading a Configuration

Overview
maxDPUTools allows you to install all or part of a configuration. Use maxDPUTools to install an entire configuration (full installation) or to install any part of the configuration down to a single function block (an incremental installation). In the tree directory, select the DPU icon to perform a full installation of the configuration. To perform a partial installation, select any level of a group hierarchy or a single point within a group. When you select a group, the Download option installs all groups nested under the selected parent group.

DPU Version Mismatch


When you begin a download, maxDPUTools checks the configuration version you are about to load against the version of the selected target DPU. If the configuration version and DPU version don't match, maxDPUTools displays the following warning message:

Click OK to ignore the mismatch and proceed anyway. A mismatch may occur when a maxDPU has been upgraded with the latest firmware update but the maxSTATION contains an older version of maxDPUTools or vise versa. Use this override with caution; this should not be considered normal! There may exist significant compatibility differences, particularly between major releases, that will result in unexpected behavior.

Starting the Download

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To begin a configuration download, in the tree directory pane right-click on the DPU icon, a group node, or an individual point and select Download from the pop-up menu. The Download command opens the following dialog.

Figure 4-1. Configuration Download Dialog.

In the Selection area, the DPU name and the type of install (in this case a full download) are already entered in the appropriate fields. The IP address of the target DPU appears in the Primary Address window. Because the download is directed to a running DPU, the areas labeled Primary and Secondary contain information about the primary and secondary DPUs. If the target DPU is not part of a backup pair, the dialog shows only information for a single DPU. The dialog automatically obtains the information through Software Backplane subscription. Note also that the Freeze and Download buttons for each DPU are available. Note: If you are creating a configuration and defining a new DPU for the first time, only the fields in the Selection area are filled in. Other information fields are blank and associated buttons are not available. See Figure 4-2. See "Starting a Download when the DPU Is Not Defined."

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Using Takeover and Enable/Disable Buttons


The primary and secondary DPUs both feature Takeover buttons, which have the same functionality as the Takeover button on the front panel of a maxDPU. Since the primary DPU shown in Figure 4-1 is inactive, the Takeover button is available; however, the Disable Backup button is not available. Notice that for the secondary DPU this state is reversed. As shown in Figure 4-1, the Takeover button is not available, because the secondary DPU is active. Click the Takeover buttons to force the inactive DPU to take control of the I/O and begin function block execution. In preparation for the download, the backup link between the DPU pairs was disabled to prevent the active DPU from updating the inactive DPU during a download. In Figure 4-1, note that both DPUs are listed as standalone. The DPU targeted for download should also be inactive. In Figure 4-1 the primary DPU is in the inactive state.

Standalone Mode
Standalone mode of a DPU pair is used for downloading of a new database to a DPU. The DPU pair can be left in Standalone mode to allow testing of database variations or updates. To accomplish this testing, each DPU will need to be downloaded with the desired database. In Standalone mode it is assumed that the active will remain in control and no automatic failover will take place. In this mode no database update information is passed over the backup link. The only information sent across the link is the current state of the outputs. This information is used by the inactive DPU to maintain the current state of the outputs in the event of a failover. However, since the control algorithms may be different, a DPU taking over will freeze all outputs. You must unfreeze the outputs to re-establish automatic control. In Standalone mode, there is no automatic failover. To force a failover, click the Takeover button on the inactive DPU or issue on OpTakeOver command. The OpTakeOver command can be issued from maxDPUTools (take button), Point Browser, or a button added to a maxVUE display. Once the takeover is initiated, all outputs will be in the frozen state. The database in the previously active DPU will remain unchanged, including any new operator actions. If the original DPU is then forced to be active, it will contain the database it had at the time it became inactive except the outputs will now be frozen. The State LED is green on the active DPU and yellow on the inactive DPU.

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To begin the download to the inactive DPU, first click its associated Freeze button to freeze all values. Then click the Download button to begin the configuration transfer to the target DPU.

Hot Standby Mode


Once a database has been downloaded in Standalone mode, click the Enable Backup button. Once you click this button, the active DPU will command the inactive DPU to clear its database and then send a copy of the active database to the inactive. The DPUs will enter a warming state. In the warming state, there can be no automatic failover since the database in the inactive is not complete. Once the warming is complete, the inactive will enter a Inactive Hot Standby state. In this mode the following conditions will cause failover: Failure of the active DPU Failure of both A and B network communications to the active DPU (and no failure to the inactive) Reset or power failure of the active DPU Pressing the takeover button on the inactive DPU Issuing an OpTakeOver command to the inactive DPU. Failure of the active DPU to communicate with a number of I/O that exceeds defined thresholds. (see Publication 278589, Function Block Programmers Reference and Users Guide, Chapter 1, Buffer Alarming.) Enabling Backup will cause the active DPU to restart the inactive DPU and then send a current copy of the database to it. The bottom LED of the active DPU will flash from green to red while warming the inactive DPU. The inactive DPU will flash from red to yellow while warming. When the backup is fully functional, the active DPU will flash yellow to green and the inactive from yellow to off. At that point, a failure of the active DPU will result in the inactive taking control. Manual intervention is required to enable the previous active to become an available backup. To accomplish this, reset the failed DPU.

Viewing a Trace Log


During the download, a progress bar appears at the bottom of the Configuration Download dialog. If any errors are found during the download, they are listed in the Info window as part of a trace log. When the download is finished, Print and File buttons next to the Info window become available. Click the Print button to print the search results, or click the File button to save the search results to a file.

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Figure 4-2. Starting a Download when the DPU Is Not Defined.

Starting a Download when the DPU Is Not Defined


When you perform a download and the target DPU is not defined in the DPUlist.ini file, the download dialog appears with no DPU information. Before the download may proceed, you must define a DPU. To define a single DPU or DPU pair, you must first enter a DPU IP address. The download dialog, in turn, updates the DPUlist.ini file. To define a new DPU before a download: 1. In the tree directory, click on the DPU icon and right-click to access the DPU pop-up menu. 2. Select Download from the menu to access the download dialog. Notice that in the Selection area the DPU name is already entered. In the Action field, the type of download is full. 3. In the Primary Address field, enter the IP address of the target DPU in the form n.n.n.n and click Save.

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4. When you click Save, maxDPUTools updates the DPUlist.ini file. You are prompted to confirm the update. Click Yes or No. 5. If you select Yes from the last step, a second prompt asks you if the target DPU is part of a backup pair. Click Yes or No. If you click Yes, the dialog displays a description of the backup DPU. If the download proceeds without errors, maxDPUTools informs you that the update succeeded. Click OK.

Performing an Incremental Installation


To install a portion of a configuration: 1. In the tree directory, click on any group icon at any level of the configuration and right-click to access the group pop-up menu. 2. Select Download from the menu to access the download dialog. Notice that in the Selection area the DPU name is already entered. In the Action field, the path name of the group about to be installed appears. 3. In the Primary Address field, enter the IP address of the target DPU in the form n.n.n.n and click Save. 4. When you click Save, maxDPUTools updates the DPUlist.ini file. You are prompted to confirm the update. Click Yes or No. 5. If you select Yes from the last step, a second prompt asks you if the target DPU is part of a backup pair. Click Yes or No. If you click Yes, the dialog displays a description of the backup DPU. If the download proceeds without errors, maxDPUTools informs you that the update succeeded. Click OK.

Installing a Single Point


To install a single point: 1. In the tree directory, click on a point you wish to install and right-click to access the control pop-up menu. 2. Select Download from the menu to access the download dialog. Notice that in the Selection area the DPU name is already entered. In the Action field, the path name of the point about to be installed appears. 3. In the Primary Address field, enter the IP address of the target DPU in the form n.n.n.n and click Save. 4. When you click Save, maxDPUTools updates the DPUlist.ini file. You are prompted to confirm the update. Click Yes or No. 5. If you select Yes from the last step, a second prompt asks you if the target DPU is part of a backup pair. Click Yes or No. If you click Yes,
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the dialog displays a description of the backup DPU. If the download proceeds without errors, maxDPUTools informs you that the update succeeded. Click OK.

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Chapter 5
Using Import/Export Utilities

Overview
Point data created and edited in Microsoft Access or from some other source file, such as in a text editor, may be imported into maxDPUTools using the import utility. Conversely, all or portions of a database created using maxDPUTools may be exported to Access as an .mdb file or to a text editor as a formatted .dat file. Use the import utility to capture point data created outside maxDPUTools. Use the Export utility to transfer point data from maxDPUTools to an Access database or to a text editor. The Export utility may be useful for merging together portions of various configurations developed independently in maxDPUTools, or to perform quick edits to values and references. The point database may then be imported back into maxDPUTools. Remember, many of these basic editing functions, such as moving and copying points within and between configurations, and making global changes to values and references can also done using other features built into maxDPUTools. As noted in Chapter 2, groups and individual points may be moved, copied, and pasted from the tree directory pane. Global changes to values and references can be done using the Find and Replace utility. See "Performing Global Edits Using the Find and Replace Utility," in Chapter 3.

Importing from Microsoft Access or a File


The import utility permits you to import points directly from an Access database, which uses fixed table formatting, or from a formatted file. If you are importing from an Access database, the utility allows you to import tables or stored Access queries. Access tables could consist of: Attributes Data types Instance attributes Scheme version Services (function blocks, custom controls)

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Steam property out types Thermocouple and RTD signal types If you are importing a text file, point data should be formatted as shown into following example:
<Begin> Service=ABS Parent=/x RelIdx=1 SvcX=0 SvcY=0 In1=0 In1_Ref= In1_RefTurn= In2=0 In2_Ref= In2_RefTurn= K1=1 K1_Ref= K1_RefTurn= K2=1 K2_Ref= K2_RefTurn= Out_Ref= Out_RefTurn= SvcPriority=60 SvcSecLevel=3 SvcTimeBase=3 <End> Figure 5-1. Sample .dat File

Understanding .dat File Formats


The sample describes the attributes associated with the ABS (absolute value) function block. As shown in this example, a .dat file follows a simple syntax. Individual function block listings are separated in a file list using <Begin> and <End> tags. Values for specific attributes are entered after an equal sign (=). Attributes that can have references include a _ref extension. Use tabs for spacers. An Access database or file may be imported into maxDPUTools as a new file or may be inserted into an existing maxDPUTools database. If you are importing into an existing database, the imported file may be inserted into a configuration hierarchy at the DPU level or at any hierarchical group level. The text file is composed of one or more lines of text per point. Use the following formats: One line per attribute: Service=string Attribute=valuestring Attribute=valuestring Attribute=valuestring

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Or multiple attributes per line: Service=string <tab>Attribute=valuestring Attribute=valuestring<tab>Attribute=valuestring

Note that the keyword Service denotes the start of an addition followed by one or more attributes. Continuation lines are denoted by the absence of the leading Service keyword, i.e., continues until a new addition is encountered or the end of file is reached. Attributes can be in any order. Leading and trailing white space (tabs, blanks) are ignored. To insert comments, use the apostrophe character as the leading character. The import function supports both formats, while the export function supports the one line per attribute format.

Other Formatting Considerations and Restrictions


Attributes must not use the equal sign (=) character in their name. Since tab is used as a delimiter, a tab is not allowed in any value string. Using tab eliminates problems with using commas or any other special characters in strings where allowed. Any omitted attributes will assume their default value. The attributes match the attribute names of services with one required exception: A Parent attribute is used to specify the hierarchical HID text of the parent group assignment. If the group hierarchy doesn't exist, it is created. The parent can specify from 1 to 8 levels. The RelIdx attribute specifies the relative index assignment within parent. The relative index is optional and if omitted, it is auto assigned as the next highest number within parent group starting from 1.

Error Handling
Import will enforce the validation of parameters to include: Service type must exist (must be a legal function block type). (error) Parent must be specified. (error) Attribute must exist. (warning) Value vs. data type is validated. (warning) Implicit data type conversion will apply for numeric if needed. String lengths are truncated to their maximum length. (warning) Value ranges are checked. (warning)

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Enumerations are validated. (warning) Duplicate Gnames are validated. (replace existing service in same hierarchy or update if same service) Duplicate Relidxs (replace existing service in same hierarchy or update if same service) Duplicate Tagnames (warning unless replacing same existing service) If any error is found, the point is not added. If any warning is found, the attribute is not set.

Constructing a Text File


Add an ATAG function block to group /u2/bms/l3 with a Gname of G1 and a Limhi value of 100.1. All other attributes default. All on one line: Service=ATAG<tab>Parent=/u2/bms/l3<tab>Gname=G1<tab>Limhi=100.1 Or one line per attribute: Service=ATAG Parent=/u2/bms/l3 Gname=G1 Limhi=100.1

Or multiple lines and attributes per line: Service=ATAG<tab>Parent=/u2/bms/l3 Gname=G1<tab>Limhi=100.1

Or include comments using a leading (beginning of line or immediately following a <tab>) apostrophe character: This is a comment line More comments Service=ATAG<tab>More comments Comment Parent=/u2/bms/l3 Comment Gname=G1 Comment Limhi=100.1 <tab>More comments

Exporting from maxDPUTools


To export point data from the Configuration, select a level in a database hierarchy to include the services (function blocks and custom controls) to be

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exported. You may export data at any level of a configuration hierarchy down to a single point. If you are exporting to a database, such as Access, that uses fixed table formatting, select the attributes you intend to export and place them into a named table. The table can then be exported as a database file with an .mdb extension to Access. If you export point data as a simple .dat file, the export utility automatically formats the point data as shown in Figure 5-1.

Importing Point Data to maxDPUTools


To import point data to maxDPUTools: 1. Open a configuration in maxDPUTools and in the tree directory view, select a level in the hierarchy where you wish to place the imported point data. You may select any level of the hierarchy ranging from the DPU at the root to a group node. 2. After you select a level in the hierarchy, right-click to open a pop-up menu, select Import, and click Database or File. Click Database if you are importing a Microsoft Access .mdb file. Click File if you are importing a formatted .dat file. 3. When you select Import and Database or File, a standard Windows directory dialog appears. Select a database file and click Open. If you click Database, the following Import from an External Database dialog box appears:

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If you click File, the following Import from a File dialog box appears:

In most respects, the two dialogs are similar, except the Import from an External Database dialog features two tabs for selecting Microsoft Access tables and queries. In both sample dialog boxes, notice that the first two fields are already filled in. The Hierarchy field contains the name of the hierarchy level you selected in the tree directory where you wish to place the imported point data. The Database field in the Import from an External Database dialog contains the path name of the .mdb to be imported. Likewise, the Source File field of the Import from a File dialog contains the path name of the .dat file to be imported. To edit the Database or Source File fields in their respective dialogs and select a different path or file, click the Ellipsis button.

Importing from an Access Database


The Import from an External Database dialog contains elements that apply only to Access .mdb files. In this dialog to edit the target .mdb file before the import, click the Edit button to open the file in a Microsoft Access session. Additionally, this dialog allows you to select which tables or stored queries you wish to import. To import from an Access database: 1. Select the Tables tab or Queries tab in the center of the dialog and then click on the table or query names you wish to import from the scrolling list. 2. Click the Prefix or Replace radio buttons under Parenting to determine how the imported point data should be placed in the target configuration.

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Select Prefix to append imported group hierarchies to an existing parent group in the target configuration. 3. Select Replace to replace the root group of any parent field with the selected imported hierarchy. 4. Under Mode, click the Insert New radio button if you wish to add a new set of points to the configuration. They are added to a selected location in the tree. If you are updating existing points identified by tagname, gname or relative index number, click the appropriate radio buttons. The import utility will then use tagnames, Gnames, or index numbers as the update correlation key. 5. Click the Start button to begin the import. If the import utility detects problems with the import file, the Warnings and Errors buttons become available. A warning is generated if data is missing. An error is generated if the import utility detects bad service names. Click the Warnings or Errors buttons to open log files in a text editor, such as WordPad. See Figures 5-2 and 5-3.
Record 1-Attribute 'Category' not found or not configurable. Record 1-Attribute 'SvcType' not found or not configurable. Record 2-Attribute 'Category' not found or not configurable.

Record 2-Attribute 'SvcType' not found or not configurable.

Figure 5-2. Sample warning log


Record 14-A valid Service is required Record 17-A valid Service is required Record 18-A valid Service is required Record 30-A valid Service is required

Record 31-A valid Service is required

Figure 5-3. Sample error log

Importing from a File


To import from a file: 1. From the Import from a File dialog, click the Prefix or Replace radio buttons under Parenting to determine how the imported point data should be placed in the target configuration. Select Prefix to append imported group hierarchies to an existing parent group in the target configuration. 2. Select Replace to replace the root group of any parent field with the selected imported hierarchy. 3. Under Mode, click the Insert New radio button if you wish to add a new set of points to the configuration. They are added to a selected location in the tree. If you are updating existing points identified by tagname, gname or relative index number, click the appropriate radio buttons. The import

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utility will then use tagnames, Gnames, or index numbers as the update correlation key. 4. Click the Start button to begin the import.

Exporting Point Data from maxDPUTools


To export maxDPUTools point data to an external database (Access) or to a formatted .dat file: 1. Open a maxDPUTools file and select the points you wish to export in the tree directory pane. You may select points from any level of the hierarchy ranging from the DPU root, group nodes, or a single point within a group. 2. Select a level of the hierarchy, right-click and select Export from the pop-up menu. Click Database to export to an Access fixed-table format .mdb file or click File to export to a formatted .dat file. 3. If you click Database, the following Export to an External Database dialog box appears:

If you click File, the following Export to File dialog box appears:

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Both dialogs feature Selection and Destination fields that are already filled in when the dialogs open. The Selection field contains the name of the hierarchy level you selected in the tree directory, indicating which portion of the database you wish to export. The destination field contains the path name of the .mdb or .dat file to be exported. To edit the Destination field to select a different destination, click the Ellipsis button.

Exporting to an Access Database


To export to an Access database: 1. From the Export to an External Database dialog, enter the name of a table in the Table field or click the down arrow to select the name of an existing table from a drop-down list. 2. Under Mode, click Create a New Table, if this is a new table or click Reuse Table, Clearing, if this is an existing table. Note: The table you create here becomes a .mdb file containing the point data to export. After a successful export, you may open this table in Access. 3. In the Selected Services window, check the services you wish to export. Click Select All to check all the services listed in the window, or click Clear All to clear all the selections and select individual services. 4. When you make your selections, associated service attributes appear in the Available Service Attributes window. Click on an attribute to select it and then click the single right arrow button to move the selection to the Selected Service Attributes window. Click the right double arrows to move all the attributes to the Selected Service Attributes window.

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5. Alternately, you may select attributes to include in the export using a search tool. To search services containing specify attributes, click the question mark (?) button to access the Select Services by Attribute dialog. 6. Enter the name of an attribute or use pattern matching, such as in*or tag? and click OK. When you click OK, the search utility automatically checks services in the Select Services window containing the target attributes and places found matches in the Selected Services Attributes window. 7. After making your selections, click Start to begin the export. When the export begins, a progress bar appears at the bottom of the dialog. When the export utility finishes, an Access session opens containing the table you created using the Export utility.

Exporting to a File
To export to a .dat file: 1. Open the Export to a File dialog and check the services you wish to export in the Services window. Click Select All to check all the services listed in the window, or click Clear All to clear all the selections and select individual services. 2. After making your selections, click Start to begin the export. When the export begins, a progress bar appears at the bottom of the dialog. When the export utility finishes, the utility creates a formatted .dat that you may open in any text editor, such as WordPad.

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Chapter 6
Using Differences Utility
Overview
The maxDPUTools Configuration Editor includes a utility that detects changes between two configurations or changes between a configuration created in maxDPUTools and a downloaded configuration running on a maxDPU. Changes to a running configuration may be introduced online using such applications as the MAXVUE Graphical Configurator or Point Browser. Use the maxDPUTools Differences Utility to compare the content of a selected configuration against either another configuration or a snapshot sampling of values from a running maxDPU to discover additions, deletions, and attribute changes between them. The configuration selected in the maxDPUTools editor is known as the master, while the configuration or maxDPU selected for comparison is known as the replica. For a meaningful and accurate comparison, a master and replica should be variants of each another and share a common configuration ancestry.

Running the Differences UtilityGetting Started


To perform a differences analysis: 1. Decide whether to compare two configurations or a configuration created in maxDPUTools and a downloaded configuration running on a maxDPU. See Starting the Differences Utility. 2. Perform a selective or full comparison. See Choosing Full Versus Selective Comparison. 3. When the Differences utility completes a differences evaluation, perform the following editing actions: Merge, delete or add differences; See Merging Differences. Hide differences; See Hiding Differences. Print differences; See Viewing Differences Log.

To execute the Differences feature, open a configuration in maxDPUTools, and in the tree directory of the editor (left view pane) select a level within the hierarchy at which to start. Start at the top level for a full hierarchical

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comparison, or select any level below the top level down to an individual function where any changes are of interest. When you select a level of the hierarchy to include, right-click to access a pop-up menu and point to Differences and select Configuration or maxDPU from the Differences submenu. When the Differences utility finishes its analysis, you are presented with a two-pane dialog showing the comparison results. The dialog consists of a tree directory pane on the left, and a tabular detail on the right. As with the standard maxDPUTools main editing window, select an object in the tree directory to view an associated tabular detail. Where differences exist, the hierarchical tree contains group folder and function instance nodes along with the possible addition of individual attribute leaf nodes. Each contains a text description describing the difference as existing only in the master or replica, or as an attribute modification.

Differences Types
Reported differences may consist of: Attribute modifications Graphical Configurator drawing modifications and attribute changes

Attribute modifications can represent either a value or reference difference. Text appearing in the tree hierarchy reports the new value vs. the old. The Differences utility also detects changes in a Graphical Configurator drawing resulting from an online editing session. Text appearing in the tree hierarchy reports whether drawing objects were moved, or whether connecting lines between drawing objects (wire connections) were edited. If drawing objects were moved, changes in X and Y coordinates are reported. If connecting lines are edited for clarity to include additional 90 degree turns (reference turns) or if a turn is moved some distance, text appears in the tree hierarchy reporting changes to reference turns Click on a selected node or optional attribute to view an associated tabular detail in the right view pane. This detail allows you to review its configuration information as a whole in addition to the item that changed.

Performing a Full versus Selective Comparison


When you execute the Differences utility, you are prompted to select a full comparison of potential differences or a selective comparison. Selecting the Full Comparison begins the comparison including all function types and their attributes as qualifying. Choosing the Selective Comparison option invokes a dialog for the selection of functions and attributes to include in the comparison.

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Merging, Hiding, and Printing Differences
When the Differences utility completes a differences evaluation, you may perform the following editing actions: Merge, delete or add differences Hide differences Print differences

Merging includes the adding or deleting of function instances, or the updating of attribute values as appropriate to the type of difference. Hiding provides a way of selectively discarding differences either for exclusion in a hierarchical merging or for the de-cluttering of the display for differences to be ignored. After you execute the Differences utility, you may generate and print a list of found differences.

Audit Trail
Lastly, an audit trail is accumulated for all applied updates and the results may then be printed or saved to a file. See Viewing the Change Log.

Differences Performance
Large configuration comparisons could potentially tax the resources of DPUs and maxSTATIONs. For a full comparison of a large configuration, the execution of differences against a maxDPU requires significant SBP throughput of attribute read operations, potentially on the order of 100,000. Because this represents the most significant bottleneck to performance a balance must be achieved which leverages pipelining the reads via asynchronous responses. Performance, however, at the same time must be throttled to not overload the system and in particular the maxDPU. Large comparisons will also tax the workstations resources, specifically CPU and memory usage and disk access. A high performance workstation is recommended as the minimum platform to achieve reasonable performance. The selection of hierarchical filtering is recommended when applicable to facilitate improved performance by simply reducing the scope of the overall comparison operation.

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Differences Compatibility
When comparing two configurations, both are required to be at the same internal schema and release version levels. Otherwise the comparison will not proceed. Refer to the section on multiple version support for more details regarding release versioning support. When comparing a configuration vs. a maxDPU, both are required to be at the same release version levels. Otherwise the comparison will not proceed.

Starting the Differences Utility


Use the Differences utility to compare differences between two configurations or a configuration created in the maxDPUTools editor and a downloaded configuration running in an active DPU. To start the utility: 1. Open a configuration in maxDPUTools and select the DPU tab to view the target configuration in the left tree pane. 2. Expand the configuration in the tree directory and select a level you which to include in the comparison. For a full hierarchical comparison, start at the top level. You may also limit the comparison to a specific level within a hierarchy or even a specific individual function. 3. When you select a level, right-click to access a pop-up menu, point to Differences and select maxDPU or Configuration. See the following figure:

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Selecting maxDPU or Configuration takes you down two divergent setup paths. See the following two sections for each choice.

Comparing a Configuration to a Running MaxDPU


When you select the maxDPU submenu entry (as described in the previous section), the following dialog appears for selecting a target DPU:

The dialog consists of a single scrolling list of all possible maxDPUs available for comparison. The list content is dynamically determined from the entries in the standard DPUlist.ini file. The list contains the DPU names in sorted order. Note: DPU pairs are combined since by default the Differences utility always compares a configuration against the active DPU. Use the up/down arrow keys to select an entry from the list and click OK or double-click on an entry. Click the Cancel button to cancel the selection operation or press the <Esc> key to close the dialog and return to the main editor display. Alternatively, if an entry is not listed or you need to compare an inactive DPU, click the Enter button to invoke the following entry dialog:

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Note that brackets are required to distinguish an address entry. The ! prefix can also be included for explicit addressing when DPU pairs are present and either the Primary or Secondary DPU, regardless of which is active, is desired. Note: if the maxDPU is inaccessible or the release versions are mismatched, one of the following error dialogs may appear:

In both error cases, the differences cannot proceed. Click OK to close the dialog and return to the main editor display view.

Configuration Difference Selection


If you select Configuration from the Differences submenu, (see Starting the Differences Utility), the following selection dialog appears for specifying a configuration file. Notice that choices in the selection list are limited to configuration files only.

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Click the Cancel button to cancel the selection operation or press the <Esc> key to close the dialog and return to the main editor display. Note: if you should select the same configuration as the master, maxDPUTools silently cancels the Differences utility. Additionally, if a version mismatch exists between the master and selected replica, the following error dialog appears:

Click OK to close the error dialog and return to the main editor display view.

Choosing Full versus Selective Comparison


After you select either a maxDPU or replica configuration for comparison, a full-screen differences dialog appears. Notice that a second dialog appears on top of the first dialog prompting you to select a full comparison or a selective comparison. See the following figure:

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The full screen difference dialog contains a header section that displays the master and replica selections, along with any starting hierarchical level selection made in the tree. Note that the replica text is color coded blue. Any items in the tree that exist only in the replica also contain text description color-coded blue as a visual correlation. The dialog footer section contains command buttons for the repeated reexecution of comparison, optionally varying the mode between Full and Selective. Click the Cancel Comparison button to halt the utility while a comparison is in progress. Click the View Change Log button (on the full-screen dialog) to view a changes log (audit trail) in a separate dialog. Select Full Comparison on the smaller dialog (the <Enter> key default) to begin the comparison including all function types and their attributes as qualifying. Click the Selective Comparison button on the smaller dialog to choose specific functions and attributes to include in the comparison and exclude others. Select Cancel (or <Esc>) to close the differences dialog and return to the main editor display view.

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Choosing Selective Comparison Option
Click Selective Comparison button to access the following dialog to select functions and attributes to include in the comparison.

The dialog consists of six Quick Options buttons and an attribute selections checkbox-style, tree directory consisting of function names and associated attributes. A check indicates inclusion for comparison. Use the space bar to toggle the checked status of a selected node in tree. A gray background check mark is used as a special case for a function that has some but not all attributes included. A Selected Only option box exists to limit the tree to selected items only for review. Use the Quick Options buttons to filter the differences to selected categories of attributes as shown. Click the Include All button to select all functions and attributes or click the Exclude All button to uncheck all checkboxes to make individual selections.

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Click the Names button to mark all Tagnames and Gnames as included. Click the Parameters option to mark all value attributes as included (vs. References). Click the References option to include all .Ref of attributes intended for the discovery of any changes in wiring. Note that .Ref also implicitly includes .RefTurns from sheet drawings. Click Sheet info to include References and Graphical Configurator X (SvcX) and Y (SvcY) coordinate changes. After you select initial mode options or iterative difference execution, the utility begins to prepare differences. As this is occurring, the following dialog appears:

Notice that the Cancel Comparison command button is enabled for the duration of the difference processing to allow aborting. The editor synchronously waits for completion, disallowing any other entry until completed or canceled. Should you click this button, the following dialog appears:

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When Differences processing is completed and no differences are discovered, the following dialog appears:

Displaying Difference Results


When the utility finds differences, a two-pane dialog similar to the following appears. Enumerated differences are listed and described in the tree directory. When you click on a differences text, a tabular detail containing the referenced attribute appears in the right pane.

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Four types of differences are shown by this example: 1. Groups g1 and g2 are shown in the directory tree to have differences, even though they are identical in attributes, because they contain differences somewhere in their child hierarchy. It is also possible to have a group exist only in one or the other configuration and appear as such. A group might also show attribute differences in combination with child function differences, in which case the attribute differences appear first, directly under the group node, prior to the inclusion of any child function instances with differences. 2. Four attributes were changed for the ABS instance. Note the value comparisons in the tree node text, and the synchronized grid showing the masters detail for the ABS function with the attribute highlighted. Note the distinct edit pencil icon unique to attribute differences. All other icons used are the same as in the main edit tree view. 3. An instance (#3 ADD) exists only in the master. 4. An instance (#4 ADD) exists only in the replica (maxDPU). Important Note: In aligning the hierarchy of the two configurations, it is the relative index combined with the function type that is used as the unique identification key and not the Gname. In particular, the hierarchy is dependent on the Relative index of each group in the hierarchy being the same. That is, the Gname of a group is considered a parameter, and NOT part of the hierarchical ID. Gnames of groups can be changed and will appear as attribute differences. Edit the relative index of a group and the results will be two distinct difference tree branches, one existing only in the master, with the other existing only in the replica. This emphasizes the fact that differences presumes a common configuration ancestry where the two configurations will align their hierarchies on like relative indices and not on Gname.

Merging Differences
As described in the previous section, when the utility finds differences between a master and replica, these are enumerated in an expandable tree directory appearing in the left view pane. When you right-click on a differences entry in the directory, a pop-up menu appears showing the following available edit actions. Review the following sections for an explanation of each. Merge, delete or add differences Hide differences Print differences

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Using the Merge Function
The primary objective of the merge function is to synchronize the master to match the replica. The replica is never altered. Select the Merge Differences option to change any attribute difference values selected to match those shown in the replica representing a snapshot sample value created at the time differences were prepared. When differences are merged, the affected tree node entries are removed from the display. To merge differences: Click on any level of a hierarchy in the tree directory, right-click and select Merge Differences from the pop-up menu. After you select Merge Differences, the utility compares and analyzes the selected configuration at each level of the hierarchy, and automatically performs the appropriate additions and deletions to the master to make it match the replica. In the following figure, for example, the ABS instance node was selected. Because the function node was selected the action will affect all four of the attribute differences included hierarchically.

Alternatively, as shown in the figure, you may select the G2, or G1, or top level DPU for merging or hiding of a hierarchy. Additionally, a singular attribute may be selected for deleting or adding a difference. See the following sections.

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When the utility hierarchically merges instances or finds hierarchies that exists only in the master or only in the replica, instances present only in the master are deleted and instances only in the replica are added to the master. Based on the amount of differences being applied, hierarchical merging may take some time to complete. During a merge operation, the tree directory and command buttons are disabled and the busy cursor appears.

Adding Differences
When you click on a singular difference instance in the tree directory containing the text, Exist Only in the Replica, the context menu available after a right click contains the Add Differences command. Use this command to add the instance or hierarchy that exists only in the replica to make it match the master. Note: a hierarchical merge that contains such instances automatically performs the additions as described in the previous section. However, when you select a singular instance as described here, the menu entry explicitly describes the action that will be taken. To add a difference in a singular node: Click on a node instance as shown in the following example, which contains the text, Exist Only in the replica. 1. Right-click and select Add Differences from the pop-up menu to add the instance to the master. 2. When the instance is added to the master, the affected tree note entry is removed from the display.

Deleting Differences
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When you click on a singular difference instance in the tree directory containing the text, Exist Only in the Master, the context menu available after a right click contains the Delete Differences command. Use this command to delete the instance or hierarchy that exists only in the master to make it match the replica. Note: a hierarchical merge that contains such instances automatically performs the deletions as described in Using the Merge Function. However, when you select a singular instance as described here, the menu entry explicitly describes the action that will be taken. To delete a difference in a singular node: 1. Click on a node instance as shown in the following example, which contains the text, Exist Only in the Master. 2. Right-click and select Delete Differences from the pop-up menu. When the instance is deleted from the master, the affected tree note entry is removed from the display.

Hiding Differences
Select the Hide Differences option to remove a singular node or hierarchical branch in the tree without applying any changes. Use this option to selectively eliminate differences that are not to be included in a subsequent

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hierarchical edit action, or to remove differences no longer of interest to declutter the display. When all differences have been removed either through merging or hiding the following dialog appears:

Viewing the Change Log


Any changes applied to the master (additions, deletions, etc.) are added to the change log (audit trail), which you may view, print, or save to a file. Click the View Change Log button at the bottom of the maxDPUTools Differences main display to view the following dialog:

The dialog contains a scrolling list, each line of which represents an applied change. The list is sorted alphabetically to be close to a hierarchical identifier order, regardless of the chronological order of the applied changes. Each line contains a full path identification. Click the Print button to invoke the Windows standard printer dialog, allowing you to select a printer destination and of copies.

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Click the File button to invoke the standard Windows save-as dialog to save the log as a file. The file is saved to the following default location: C:\Temp\DiffEdits.log

Viewing the Difference Log


After you execute the Differences utility, you may generate a list of found differences. To print a list of differences: Execute the Differences utility and open the tree directory containing a list of enumerated differences. Click to select some level of the hierarchy in the tree directory. The printed list will include any differences found within the selected hierarchy inclusive. Right-click and select Print Differences from the pop-up menu to access the following dialog:

The dialog contains a list of differences found in the selected hierarchy. Click the Print button to invoke the Windows standard printer dialog, allowing you to select a printer destination and number of copies. Click the File button to invoke the standard Windows save-as dialog to save the log as a file. The file is saved to the following default location:

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C:\Temp\Differences.log

Special Considerations for Custom Function Differences


Differences will detect when the definition of a custom function is different and allow the addition of a new definition or the merger of a modified definition from the replica into the master. A variant difference presentation is provided for such use as shown in the following figure::

Note that in the tree a top level <Custom Functions> node appears when such differences are present in addition to the DPU top level node. This is distinct from the normal edit display where a separate tabular selection is required to view the custom function definitions. Important: It should be noted that the custom function differences appear at the top to provide an inferred preference to having them reviewed first, before any differences within the DPU instances. In fact attempting to add or hierarchically merge an instance of a new custom function prior to adding its definition is explicitly prevented, and results in the following example error dialog:

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Custom functions can thus be added, and the instances also added all within one difference run as long as the definition is added first. Caution: When a single custom function instance is online modified in a maxDPU and its differences merged, it is likely that other instances of the same custom function existing in the DPU do not match the new definition. In this situation action should be taken to synchronize the replica back to the master via download operations. It is presumed that such edit actions are typically part of the incremental creation and testing of a custom function definition presumably running in a simulation environment. Otherwise the re-execution of differences will now correctly indicate that all the other instances are different vs. the newly updated master, and could lead to confusion. The editing of custom functions in a maxDPU operating in a critical situation where download might lead to process upsets is not recommended. Exercise caution. There are also two distinct presentations for custom function differences based on whether a comparison to a maxDPU or a configuration is being performed: In the case of a configuration comparison (not shown), a one-to-one definition comparison is performed. If a difference exists, a function folder node is present with the option for Add/Merge/Print/Hide edit actions. These edit actions execute similarly to that previously described. Details of the differences within the function will be present for viewing, but edit actions can only be performed at the individual custom function level and not selectively within its hierarchy. In the case of a maxDPU comparison (as shown), a one to many comparison is performed, in that online editing can occur within any instance of a custom function, and more than one instance if present might show differences. In this case a folder exists for the Custom function, along with specific instance nodes as children, identified by their full hierarchical ID to distinguish their identity as shown above. You may perform add/merge/print/hide edit actions for an instance node. Right-click in a tree directory hierarchy to access a pop-up menu containing these actions. The Function folder itself only has the option for Hide. Details of the differences within the instance will be present for viewing, but edit actions can only be performed at the individual instance level and not selectively within its hierarchy. In such a case, if an individual instance is merged or added, then the whole of the function folder is subsequently removed from the tree upon completion of the action.

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