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Course T300, Engineering an 800xA System

Chapter 17 Operator Workplace

TABLE OF CONTENTS
Chapter 17 Operator Workplace .................................................................................................................................................. 17-1
17.1 General Information......................................................................................................................................................... 17-3
17.1.1 Description ................................................................................................................................................................ 17-3
17.1.2 Objectives.................................................................................................................................................................. 17-3
17.1.3 Reference Documentation......................................................................................................................................... 17-3
17.2 Introduction ...................................................................................................................................................................... 17-4
17.3 Application Bar ................................................................................................................................................................ 17-5
17.3.1 General ...................................................................................................................................................................... 17-5
17.3.2 Alarm Band ............................................................................................................................................................... 17-5
17.4 Display Bar....................................................................................................................................................................... 17-8
17.5 Display Area..................................................................................................................................................................... 17-8
17.6 Status Bar ......................................................................................................................................................................... 17-8
17.7 Shortcuts........................................................................................................................................................................... 17-9
17.7.1 General ...................................................................................................................................................................... 17-9
17.7.2 Create Shortcuts for the Application Bar ................................................................................................................. 17-9
17.8 Operator User Role ........................................................................................................................................................ 17-11
17.8.1 Create new Operator User....................................................................................................................................... 17-11
17.8.2 Assign Operator User Role ..................................................................................................................................... 17-12
17.9 Startup Settings .............................................................................................................................................................. 17-15
17.9.1 General .................................................................................................................................................................... 17-15
17.9.2 Default Workplace .................................................................................................................................................. 17-15
17.9.3 Full Screen Mode.................................................................................................................................................... 17-16
17.9.4 Windows task bar.................................................................................................................................................... 17-17
17.9.5 Startup Object.......................................................................................................................................................... 17-18
17.9.6 Default Filter ........................................................................................................................................................... 17-19
17.9.7 Auto startup............................................................................................................................................................. 17-22

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17.1 General Information


The Operator Workplace is a workplace pre-configured to suit the needs of operators.
The main area of the workplace window shows process information, with alarm bands
and alarm lines shown in the toolbar at the top of the window. Operator messages are
displayed at the bottom of the window.

17.1.1 Description
This chapter covers how to modify the existing Operator Workplace for process
operators

17.1.2 Objectives
After completion of this chapter you will be able to

Configure the application bar of the existing Operator Workplace

Configure status bar of the existing Operator Workplace

Set the start object for the operator to bring up the start up screen

Modify the start up mode for full screen mode

Define an aspect filter for the operator

17.1.3 Reference Documentation


OperateIT Process Portal A, Operator Workplace Configuration, Users Guide

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Chapter 17 Operator Workplace

17.2 Introduction
The picture below shows an Operator Workplace window may look in Operator Mode.

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17.3 Application Bar


17.3.1 General
The Application Bar occupies an area at the top of the workplace window. It is used to
show information which must be visible all the time. By adding display shortcuts to it,
you can use the Application Bar to achieve fast and convenient access to a number of
frequently used, and related, displays.
The Application Bar is located on the top of the Workplace Window. The main use for
you, as an operator, is to give you a fast and easy way to change between information
areas.
The Application Bar settings are located in an aspect called Application Bar as well.
The parent object for this aspect is the workplace object, e.g. Operator Workplace
(existing in the Workplace Structure).

17.3.2 Alarm Band

The base object for the Alarm Band is placed in the Workplace Structure at the main
object for all workplaces, the Web System Workplace object. Here is the Alarm Band
aspect existing.
The picture below displays the Config View of the Alarm Band aspect.

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The Alarm Band aspect continuous every Alarm & Event List aspect of the system.
You have to enable (the include column) all this aspects, which should be shown in
the Alarm Band of the Operator Workplace. In the picture above this suits to the
Area1 and Area2.
If the Alarm Band space is to less, then the complete Alarm Band is not displayed.

To get more space so that the whole Alarm Band fits, the Fixed Display settings of the
Application Bar aspect have to be edited. The picture below shows the Fixed Display
tab card of a Application Bar aspect (Config View).

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Chapter 17 Operator Workplace

17.4 Display Bar


The Display Bar can be used to control and identify the contents of the Display Area.

17.5 Display Area


This is the main area for the displays. It is used to show a view of an aspect (a
display), and can be used to present information like process displays, trend displays,
alarm lists, etc.

17.6 Status Bar


The Status Bar occupies the lower part of the Workplace Window. It has exactly the
same settings as the Application Bar and exactly the same setup.

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17.7 Shortcuts
17.7.1 General
A Shortcut in a Bar (Application Bar or Status Bar) is used to get fast access to any
viewable aspect associated with a particular object. When you have added a Shortcut
to a workplace, it will be displayed as a button with a drop-down menu.

17.7.2 Create Shortcuts for the Application Bar


We want to create some shortcuts for a object the Functional Structure.
1. Create a new aspect of category Shortcuts for an object in the Functional
Structure. Please name it Shortcuts.
2. Open the Config View for the aspect Shortcuts. Click the Add button and add
a Trend Display aspect. Click the OK button then.
3. Click the Apply button of the Config View and close the Config View then.
4. Browse into the Workplace Structure and open the Config View of the
Application Bar aspect of the Operator workplace object. Please select the
Main tab card and enable the option Show Shortcuts. Click Apply and close
the Config View then.

5. Please open the Operator workplace and watch the shortcuts.

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Chapter 17 Operator Workplace

Shortcuts

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17.8 Operator User Role


Before we continuo with the next settings of the Operator Workplace we have to
create a new Operator User. This is needed because some of the settings need a login
of an Operator User.

17.8.1 Create new Operator User


For Microsoft Windows:
1. On the Desktop do a right click onto the symbol My Computer and select the
entry Manage from the list.

2. Open the folder Local Users and Groups and select the folder Users.
3. Right click onto Users and select the entry New User. Do all the settings as
shown in the picture below. The password shall be operator as well.

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4. Click Create and close the window. The new user is created in the Microsoft
Window Operating System.

17.8.2 Assign Operator User Role


The next step is to assign the Operator User Role to the user operator.
1. Open the Configuration Wizard (Start All Programs ABB Industrial IT
800xA System Configuration Wizard).
2. Select the System Administration entry of the list and click onto Next. Mark
your system and click onto Next. Select the entry Users and click onto Next.

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3. Click onto the button Add Windows Accounts and add the operator user
from the list. Click onto Add and OK.

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4. Select the operator user from the list on top and assign the user roles
Everyone IndustrialITUser and Operator to it by selecting the group and
clicking onto the <-Add button.

5. Click onto the Next button and then onto the Finish button to assign the new
user roles to the operator user. Close the Configuration Wizard then.
6. Login for the new user operator. If this works fine please logout for operator
and login back to your normal user again.

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17.9 Startup Settings


17.9.1 General
This chapter deals with the startup settings of the Operator Workplace. After a login
the operator can only work with its workplace.
The operator workplace should be

Always on Top

In Full Screen Mode

Start the Process Display from a Startup Object

There shall be a Default Filter for the aspects the operator can see when he opens the
Context Menu of a Process Graphic.

17.9.2 Default Workplace


17.9.2.1 General
First of all we have to setup the default workplace for the operator user. If the operator
user logs in, then this workplace is viewable per default.

17.9.2.2 Set default workplace


1. Open the User Structure and select the user group object Operators. Take a
child object of the user group which is a operator user. Select the operator user
object and open the Config View for the Workplace Profile Values aspect.

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2. Select the names entry Default Workplace and the rule Base rule. For the
Datasource select the Local entry.
3. Select the check box Update Enable from the Update Mode.
4. For the ObjectName please select Operator Workplace by a click onto the
button and browsing in the list.
5. From now on a login of the operator user will open the Operator Workplace
per default.

17.9.3 Full Screen Mode


17.9.3.1 General
After a logging in the operator user and a start of the Operator Workplace, then the
operator user should view the workplace in Full Screen Mode. Additional to that the
workplace is always on top of all other windows.

17.9.3.2 Set Full Screen Mode


1. Open the Config View of the Workplace Profile Values aspect from the
operator user object again

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2. Select from the Names column the entry WorkplaceMode. Click onto Local
and enable the Update Mode.
3. Select Operator Workplace Mode from the workplace mode list. This setting
will fix the Operator Workplace only to full screen and will provide window
screens.

17.9.4 Windows task bar


17.9.4.1 General
Per default the Windows task bar is always visible at bottom of screen. For the
operator user this must be provided because the operator should only be able to work
with its process screen.

17.9.4.2 Hide task bar


1. Open the context menu for the Windows task bar (right click onto the task
bar)
2. On the Taskbar tab card please disable the option for Keep the taskbar on
top of other windows.
3. Enable the option Auto-hide the taskbar.

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17.9.5 Startup Object


17.9.5.1 General
After logging in the operator user, the system starts the default aspect of the Startup
Object. This default aspect is then displayed on screen.

17.9.5.2 Set Startup Object


1. Open the Config View of the Workplace Profile Values aspect from the
operator user object.
2. Select from the Names column the entry WorkplaceStartObject. Click onto
Local and enable the Update Mode.
3. Select the Start Object (in this case the Plant object from the Functional
Structure) for the ObjectName setting.

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17.9.5.3 Set start up process display


On start up the default aspect from the Startup Object will be displayed. To set a
aspect as default aspect (e.g. a Process Display), open the context menu for this aspect
and select the Properties entry. Browse to the tab card Aspect Details then and enable
the option Default Aspect.

17.9.6 Default Filter


17.9.6.1 General
A right click onto a Process Display on the Operator Workplace provides the operator
a context menu with a lot of aspect entries right now. This is not what the operator
needs. He needs a view only onto the needed aspects because this makes it quite
easier for him. To get this a filter can be configured.

17.9.6.2 Create and configure a filter


1. Open the Plant Explorer and click onto the button Filter Configuration as
shown in the picture below.

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2. There is already a predefined filter for operators called Process Operation but
to get an introduction into how to create a filter we want to create our own.
Please click onto the New button and type in the new filter name Operator.
Click onto OK for accepting.

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3. As you can see per default the new filter hides all aspect categories. This
hidden categories are listed in the list Aspect categories hidden by filter. To
unhide an aspect category please select the category and click onto the
Remove button. Please unhide the categories as shown in the picture below.

4. Click Apply to apply the changes. The new filter is setup.

17.9.6.3 Set default filter


We want to set the filter we just created for the operator as the default filter. All the
other Process Portal users like System Engineer or Application Engineer are able to set
their actual filter by themselves. But the operator can not change his filter later on.
1. Open the User Structure and select user group object Operators. One child of
Operators is a operator user. Select the operator user object and open the
Config View for the Workplace Profile Values aspect.
2. From the Names list please select the entry Plant Explorer settings. Select
Local for Datasource and enable the Update Mode.
3. Select the tab card Default Filter. For the default filter please select the entry
Operator from the combo box.

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4. Click Apply to accept all the changes. The Default Filter is setup now.

17.9.7 Auto startup


17.9.7.1 General
If you logoff your current user and login for the operator user, then ater a double click
onto the My ePlant symbol (located on the Desktop) the Plant Explorer will start in
Operator Workplace mode per default. The workplace should be on full size and
always on top.
The next step is to configure an auto startup of the Plant Explorer. If the operator user
log in, then its workplace will open automatically. For this the auto start option of the
Microsoft Windows Operating System is taken.
In the Start menu of the Windows operating system a folder named Startup is existing.
After a logging in, then the operating system executes all the links in the folder
Startup.

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17.9.7.2 Set auto startup


Please login as operator user and
1. Right click onto the start button of your Windows Taskbar. Select Open from
the list.
2. The Windows Explorer displays the entries of the Start Menu of Microsoft
Windows. Please select the entry Programs Startup.
3. Create a new shortcut of My ePlant in the Startup folder (Right click onto My
ePlant and leave the right mouse button pressed. Move the mouse into the
Startup folder and unclasp the mouse button. Select the entry Create Shortcuts
here from the list).
The next time the operator user logs into the windows system the Startup folder is
executed and so the default workplace of the Plant Explorer will startup.

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