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L17 - Introduction to the PlantPAx Process System

for Operations and Engineering Lab


(Great Demo Format)

For Classroom Use Only!


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Identifies information about practices or circumstances


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About this Lab ................................................................................................................................................ 4
Tools and Prerequisites ................................................................................................................................. 4
Where to Get the Rockwell Automation Library of Process Objects ............................................................. 4

Engineering - Using Architect to Create Your PlantPAx Project .......... 5


Importing an Existing Controller Project into Architect .................................................................................. 8
Importing an HMI Template into Architect ...................................................................................................11
Using Studio 5000 Logix Designer to Configure the Controller ...................................................................15
Organizing the Controller and importing Strategies ....................................................................................15
Engineering the Controller using Process Strategy Routines .....................................................................17
Using FactoryTalk View Studio to Configure a Graphic ..............................................................................25
Using Library Global Objects to Configure HMI Displays ............................................................................25

Operations - Device Faceplates and Operating the Plant.................... 32


Using FactoryTalk View SE Client to View the HMI Application .................................................................32
Commissioning Devices using the Faceplates ............................................................................................33
PF755 Drive Fault Simulation and Lead Lag Standby Motor group (P_LLS)..............................................38
Faceplate Diagnostics and Alarm Management ..........................................................................................55
Sequencer (P_Seq) Library object ..............................................................................................................65
Running a simple Sequence ........................................................................................................................66
Configuring the Sequencer from the Faceplates .........................................................................................71
Running a Sequence with Additional Features ...........................................................................................74
Running a Waste Water Plant Application ..................................................................................................79

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About this Lab

In the engineering section of the lab, we will familiarize the user with the steps necessary to start development of
a PlantPAx™ Distributed Control System (DCS) project using Studio 5000 Architect and the Rockwell
Automation Library of Process Objects. In the operations section we will explore the library faceplates and
operate several simulated PlantPAx process applications.

PlantPAx is the modern DCS from Rockwell Automation with all the core capabilities expected from a world-class
DCS. The system is built on a standard-based architecture using Integrated Architecture components that enable
multi-disciplined control and Premier Integration with the Rockwell Automation Intelligent Motor Control portfolio.

The PlantPAx modern distributed control system offers process control and more:

• Plant-wide control and optimization for dynamic, demand-driven business decisions


• Scalable and modular system architectures to meet your exact needs
• Open, secure and information-enabled networking capabilities
• Flexible delivery and support options

In this lab we will do the following:

• Use Studio 5000 Architect and system templates to develop a PlantPAx application
• Leverage Controller Application templates and Process Strategies from the Rockwell Automation Library
of Process Objects to configure tank level control.
• Leverage HMI Application templates to configure an HMI display with device objects.
• Configure alarms and explore the library Sequencer object
• Run a simulated waste water application

Tools and Prerequisites

This lab uses a VMWare Workstation© image virtualized environment. All the software tools required for this lab
are installed within this image running on your lab host PC. These tools include:

• VMWare Workstation v10


• Studio 5000 Architect Application V2.0
• Studio 5000 Logix Designer Application V24
• FactoryTalk View Studio Software V8.1
• FactoryTalk View SE Client Application V8.1
• Rockwell Automation Library of Process Objects V3.5
• RSLogix Emulate 5000 Software V24

Where to Get the Rockwell Automation Library of Process Objects

The current release of the library, v3.5, supports Studio5000 Application version 24 and later. The Rockwell
Automation Library of Process Objects can be downloaded free from the Product Compatibility Download Center
at: http://www.rockwellautomation.com/rockwellautomation/support/pcdc.page

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Engineering - Using Architect to Create Your PlantPAx Project

Studio 5000 Architect provides an integrated environment that contains Logix devices, FactoryTalk View Servers,
PanelView Plus terminals, and Stratix Network Switches. Additional features of Studio 5000 Architect include:

• Create and use a graphical representation of your system for easier system design and maintenance
• Build Logix and FactoryTalk View projects from an integrated environment
• Re-use Logix and FactoryTalk View content as well as use content from the Rockwell Automation Library
of process objects

The Rockwell Automation Library of Process Objects - Reducing Development Time

The RA Library of Process Objects is a predefined library of Application Code, Graphic Objects, Faceplates,
and Process Strategies that let you quickly assemble large applications with proven strategies, rich functionality,
and known performance.

Double-Click the Studio 5000 V24 icon on the desktop to open Studio 5000.
The Studio 5000 Common Launcher appears.

Under Create, click New Project.

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Notice that there are four system templates available for use within the Studio 5000 Architect consisting of prebuilt
logical and graphical elements that follow PlantPAx system guidelines.
The four templates are:
• Distributed Architecture – Connected Enterprise
• Distributed Architecture– Multiple Process Servers
• Distributed Architecture – Single Process Server. This is the template used in this lab.
• Process Skid with Logix Batch Sequence Manager.

In the project pane, select the Distributed Architecture – Single Process Server template (it will highlight in
BLUE when selected). Then enter “Lab” as the project name and click Finish.

Please wait while the architect project is created and loaded.

This will take a few minutes.

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The Architect palette will appear with a layout of the architecture and pre-defined controllers for the selected
template. As a starting point, the layout pages in the Architect software let you ‘draw’ and connect your
components. Each system template has pre-defined layout pages that show your control hardware layout — the
chassis, controllers, communication modules, I/O modules, HMI servers, Panel View terminals, and network
switches. Servers, terminals, and communication modules are pre-connected to network switches.

Note: Use the zoom buttons as needed to view the complete Process Area.

This Architect project template is preconfigured with five controllers. For lab purposes, let’s suppose we do not
need controller racks LGXC01 and LGXC02 because we are replacing them with a new controller rack.

In the Hardware Diagram, Hold the cursor down and draw a rectangle around the two controller racks
LGXC01 and LGXC02 to highlight them and then click the red “X” Delete on the tool bar or hit the Delete key.

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Note that deleting the controllers from the Hardware Diagram will also remove the associated controller project
files from your computer. Click Delete to confirm.

Notice the controllers were removed from the hardware diagram as well as from the list of projects in the Project
Explorer pane on the left.

Importing an Existing Controller Project into Architect

We can import a new or existing Logix controller application file into our Architect project. Prior to the lab, we
created a Logix controller file using the Basic Library template, which includes a subset of the Rockwell
Automation Process Library of Add-on instructions.

To import the existing project, from the Project Explorer window right click on Projects, select Add, and click
the Existing Controller Project selection from the drop-down menu.

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Click Browse.

Select the PAC01.acd file from the Lab Files\Logix5000 folder. (PAC stands for Process Area Controller). Click
Open.

Click OK to add the controller project PAC01.ACD to the Process Area of the Architect project.

Wait for the controller to import. This will take a few minutes.

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At the Confirm Update Changes window click OK to confirm the update of the Logix controller project (.acd) into
the Architect project.

Notice the new controller rack PAC01 will appear in the hardware diagram and the Project Explorer window. The
imported project named PAC01 contains a 7-slot controller rack with an EtherNet communication module (1756-
EN2T) in slot 1 and a 1756-L75 controller in slot 2. Slots 3, 4, and 5 contain I/O modules for analog inputs, digital
inputs and digital outputs.

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Connect the new controller rack communication to the EtherNet switch by clicking on any open port on the
switch and dragging the connection to the communication module on the new controller rack; connect
green dot to green dot.

Section Summary

Studio 5000 Architect can be used to quickly define the controllers (Logix applications) that comprise a PlantPAx
Distributed Control System. It can help reduce the engineering time to assemble and maintain your existing or
new integrated architecture and process applications.

Importing an HMI Template into Architect

Studio Architect has a Project Explorer window on the left side and a Library Management window on the right.
Project templates for starting HMI applications that include navigation, and alarm displays can be dragged from
the Library Management window into project areas in the Project Explorer window. The HMI library components
(displays, Global Objects, images, and macros) can also be dragged from the Library Management window into
project areas in the Project Explorer window.

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In the Project Explorer pane on the left, expand the Lab\Projects\PlantPAx\Area folders.

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In the Toolbox pane on the right, expand the Libraries\Process Library (v3.5-03)\10-Templates
folder.

Drag the P1fTemplate (1920 x 1080 Full HD 8.1) template folder from the Toolbox pane and drop it
into the PlantPAx_HMI folder in the Project Explorer pane on the left.

The framework for navigation and alarming is the starting point for your Architect project. Displays, Global
Objects, Images, and Macros from the HMI template have now been added to the HMI server in your project.

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Importing a Process Object Library into Architect

In the Toolbox pane on the right, expand the folders


Libraries\Process Library (v3.5-03)\02-Process Objects\01-Complete.

From the Toolbox Pane on the right, Drag and drop the FactoryTalk View SE folder to the PlantPAx_HMI folder
in the Project Explorer pane on the left.

The Displays, Global Objects, Images, and Macros from the process object library have now been easily added to
the new Architect project.

Section Summary
The Displays, Images, and Macros from the HMI template, and the Process Object Library, have all now been
quickly added to your Architect project using simple drag/drop library management.

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

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Using Studio 5000 Logix Designer to Configure the Controller

Controller properties and code are modified using Studio 5000 Logix Designer from within the Architect project.
Right-clicking on the PAC01 controller project in the Project Explorer pane and then selecting Open Project in
Designer from the drop-down menu opens the file in Studio 5000 Logix Designer.

Wait while Studio 5000 Logix Designer opens.

Organizing the Controller and importing Strategies


In this section of the lab, you will learn how to organize and configure your controller using pre-configured process
strategies that are imported as routines into a controller application.

Controller organization by Execution Tasks


The controller is separated into Tasks that run at different execution speeds from a fast 50ms to as slow as
10sec. These Tasks are named A through H. The tasks allow us to make the best utilization of the processor in
terms of execution time. The traditional Controller Organizer window is used to view the controller from an
execution and utilization perspective.

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The Logical Organizer View

Whereas the traditional Controller Organizer is used to view and configure the controller from an execution time
and utilization perspective (Tasks), the new Logical Organizer provides a way to view and create an
organizational model of the system (Programs and Routines). This allows operators and maintenance to
troubleshoot the system more quickly while new features such as Selecting Multiple project components like
AOI's, UDT's, Programs, and then copy/paste, drag/drop, export/ import them as one to reduce engineering time.

For this lab we will work in the new Logical Organizer window. Click the Logical Organizer tab.

Notice that a Diagnostics task is included in all controller templates. This task allows for troubleshooting, reporting
and alarming of controller status and utilization..

In this section of the lab, we will add new code for a tank, including a pump and a level transmitter, to Task D
running at 500ms. We will rename the main program in Task D from Task_D_MainProgram to Tank1.

Double-click on Task_D_MainProgram to open the Program Properties window.

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Change the Name of the program to Tank1 and click OK.

Notice that the program is renamed to Tank1. We will now add new code for a pump to the program named
Tank1.

Engineering the Controller using Process Strategy Routines

Process Strategies from the RA Library of Process Objects support the concept of Re-use engineering to
save time. We can save engineering time by starting with pre-configured and tested control strategies. Simply
import them into the controller application as routines. By organizing a controller into Programs (for example each
Tank is a Program) and Routines (levels, pumps, valves) we simplify the location of a desired piece of code, and
can re-use code in line with best practices and standards management.

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Importing a Process Strategy Routine for a Pump

In this section, we will import a pre-configured Process Strategy routine for a motor (PS_Motor) into the program
named Tank1. A motor can drive a blower, conveyor, mixer, agitator or a pump. We are configuring a pump to fill
the tank.

Right-click on the program named Tank1. From the menus select Add and then Import Routine.

MT

Browse to the Lab Files folder and select the file for a sample motor routine named
(RA-LIB)PS_Motor_3_5-00_ROUTINE.L5X, and click Open.

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The Import Configuration window will open. From this window we can configure the new routine during the
import process. First, change the Final Name for the routine from MT100 to Pump. Do not click OK.
This sample motor routine can be used for various motor driven devices. Because we are adding code for a pump
we also need to modify the imported tagnames by replacing the “generic motor designator” MT with PMP during
the routine import.

In the Import Content area of the configuration window, click on the Tags folder to view all the tags that will be
imported. We want to modify the tagnames by replacing the generic MT motor designator with PMP during the
routine import. The MT is a default tag designator for any type of motor. A motor can drive a blower, conveyor,
mixer, agitator or a pump. In this case we are designating a pump using PMP in the tagnames. Click on the
Find/Replace button.

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Find all the instances of MT in the tag references and replace with PMP. Confirm that only Final Name is
checked in the Find Within options. Then click the Replace All button. Confirm that seven occurrences of MT
were found and replaced with PMP. Now click OK.

Wait for the import to complete. Once the import completes, a new routine named Pump is added to the Tank1
program. Double-click on the Pump routine to open the function-block editor and view the new code.

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Verify that all the instances of MT have been replaced with PMP in the tagnames and input/output reference
connectors with no errors. The pump control routine is done.

Importing a New Routine for Level Indication


Next is to import a new routine that will contain the code for an analog input for tank Level indication. Right-click
on the program named Tank1. From the drop-down menus select Add and then Import Routine.

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For the tank level transmitter we will import a generic Process Strategy template for an analog input. From the
Lab Files directory Select the routine named (RA-LIB)PS_AIn_3_5-00_ROUTINE.L5X import file and click
Open.

Wait for the Import Configuration window to open.


Change the Final Name of the new routine to Level. Do not click OK.

Click on the Tags folder in the Import Content area of the window.

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Notice that tag references in the routine are prefixed with a generic XT designator (X is for the type and T stands
for Transmitter). During the import we will find and replace the XT with LT for all tags. LT will designate a Level
Transmitter. Click on the Find/Replace button.

Find all instances of XT and replace with LT. Then click the Replace All button. Click OK.

Wait for the import to complete. When the new routine named Level has been added, double-click on the Level
routine to view the code.

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Verify that all the tag names and references have been changed to LT.

The routine for the tank level is now complete.

Close the Logix Designer window.

Click on Yes to save the changes.

Section Summary

Application templates are included in the RA Library of Process Objects for both controller applications (Logix
Controller Templates) and HMI applications (HMI Project Templates) to provide a consistent starting point for
system implementation. Starting with library version 3.5, process strategies are provided with the library as
sample code (named Process Strategies from the RA Library of Process Objects).

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

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Using FactoryTalk View Studio to Configure a Graphic

FactoryTalk View Studio is configuration software for developing PlantPAx HMI applications. With FactoryTalk
View Studio, you can create displays and faceplates using a full-featured graphics editor.

In the Project Explorer pane on the left, right-click on the PlantPAx folder then click on Open Project in
Designer. This will open the HMI designer software for Architect called FactoryTalk View Studio.

Wait a short time while the FactoryTalk View Studio application opens.

Using Library Global Objects to Configure HMI Displays

Expand the Displays folder and scroll down (to near the bottom of the list of displays) until you find the display
named “P1f Home” (where the P1 stands for Process Area 1 and the f means this graphic is configured for full
1920x1080 resolution screens). Double-click on the display named “P1f Home” to open the display editor.

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This is the blank “P1f Home” display. We will start with this display because navigation to it is already configured
on the template navigation button bars. The next step will be to add a pump object for Tank1 to the display and
then link the objects to tags in the controller. The easiest way to do this will be to use Global Objects.

Global Objects

A global object is an HMI display element that is created once and referenced multiple times on multiple displays
in an application. When changes are made to the original (base) object, the instantiated copies are automatically
updated.

In the Explorer window, expand the Global Objects folder. Scroll down until you find the global object named
“(RA-BAS) P_Motor Graphics Library”. The RA-BAS stands for Rockwell Automation Base library and the
P_Motor means this screen contains motor objects for process control.

Double-click on the Global Object “(RA-BAS) P_Motor Graphics Library” to open the display editor.

For rapid development of information-rich operator displays, the Rockwell Automation Library of Process Objects
provides a collection of Global Objects that are linked to the Add-On Instructions with a drag and drop wizard.
Display elements include motors, valves, analog and digital indicators and even a sequencer. Together with the
HMI Project Templates they allow for rapid development of display graphics.

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Drag-and-Drop a Pump object from the Global Objects display to the blank “P1f Home” graphic.

Right-click on the new pump object in the Main graphic window and select Global Object Parameter Values
from the selection menu.

The Global Object Parameter Values window opens. We need to enter the tag Value for the Motor into
parameter 1. This parameter links the tag PMP100 (that we created earlier in the Logix code) to this instance of
the pump object. For parameter 1, click on the ellipsis button in the column named Tag to open a Tag Browser
window.

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The Tag Browser window allows you to access controller tags via a browser window that presents the controller
tags in a logical hierarchy. Click the Refresh All Folders button.

Expand the directory named PlantPAX/Area/Data/PAC01 (“PAC01” is the data server shortcut name for the
controller in slot 2 in the Emulator). Then expand the subdirectory named Online.

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Scroll-down the list and select the tag PMP100. Verify that the Selected Tag is /Area/Data::[PAC01]PMP100.
Click OK.

Click OK once more to accept the updated parameter.

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The display is functional but can be customized with tanks, piping, and more using the included Symbol
Factory HMI library. Due to time constraints in the lab, we will not customize the display at this time.

The configuration for the pump object is complete, you can click on the Save button to save the updates to the
“P1f Home” display.

Close the Studio Designer window.

Click No to close the Studio application.

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Close the Studio5000 Architect window.

Click OK to confirm that the configuration changed.

Click Yes to save the changes and close.

Section Summary

The Rockwell Automation Library of Process Objects™ is a collection of Application Templates, Application Code,
Graphic Objects, Faceplates and Process Control Strategies that let you quickly configure a device from I/O to
operator.

The Studio 5000® templates and libraries can help reduce the engineering time to assemble your integrated
architecture and process application.

With PlantPAx, engineering your modern DCS has never been easier.

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

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Operations - Device Faceplates and Operating the Plant

Using FactoryTalk View SE Client to View the HMI Application


The application (code and HMI) is finished; test it by running the FactoryTalk ViewSE Client. FactoryTalk View
SE Client is software for viewing and interacting with the FactoryTalk View SE application at run time. Operators
can use the client to view and interact with multiple graphic displays, manage alarms, view trends and adjust set
points

Click on the Studio Client Icon on the task bar.

After the Client window opens, click on the lab button on the button bar.

Note: The header, button bar, and alarm banner are samples included in the Framework templates.

Click on the MT100 pump object to open the pump control operator faceplate.

From the operator faceplate Home tab, click on the green start button to start the pump.

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When the discharge pump starts running, the tank empties. Note the tank will automatically reset to 100% once it
empties to below 1%. Close the pump faceplate.

Commissioning Devices using the Faceplates

In this section, you will see how to configure the tag descriptions, labels, and interlocks from the faceplates.

Click on the Tank Level indicator to open the P_AIn faceplate.

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The faceplate label and tag description are still at their default values from the PS_AIn Process Strategy template.
We need to change this text to LT100 Tank Level. Click on the Engineering Tab.

To make changes from the Engineering and Maintenance tabs, the user must have the appropriate access rights.
Due to time constraints, we will not be addressing login security in this lab. The current login, “Labuser” has the
highest level of security access.

This faceplate label and description text is stored in the controller tags therefore when changing text you must hit
the Enter key to download the new data to the controller. Enter “Tank Level" and “LT100” as shown below, hitting
the Enter key at each field.

Notice the description at the top of the faceplate has been updated to reflect the changes that have just been
made. For a larger number of changes, the tag configuration updates would be completed off-line using
Rockwell’s Tag Data Editing Tool.

Click on the Maintenance tab of the faceplate.

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The alarm thresholds for the tank level can also be configured from the faceplate. Click on the Low-Low alarm
threshold value to launch the numeric keypad entry window. Change the Low-Low alarm to a value of 80 and
click OK.

The faceplate is convenient for configuring a small number of alarm setpoints. PlantPAx has available an Alarm
Configurator tool for configuring a large number of alarms.

The low-low alarm still needs to be activated. Click on the Alarm Tab of the faceplate.

Click on the Low Low Alarm indicator box.

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The alarm configuration faceplate will open. Notice that the Low Low Alarm is not configured to exist for this
device. Click Alarm Engineering Tab to configure the alarm to exist.

Click the box for “The alarm is configured to exist and will be scanned” then close the alarm configuration
faceplate. The faceplate is convenient for activating a small number of alarms. PlantPAx has available an Alarm
Configurator tool for configuring a large number of alarms.

Once the level falls below 80% the Low Low alarm will activate and the the alarm box will flash red.

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If you wait for the level to reset to 100% and click on the Alarm Acknowledge button the alarm indicator will
stop blinking.

The alarm clears until the level again falls below 80% again.

Close the tank level faceplate.

Section Summary

The docked Header and Footer displays are part of the Framework displays contained in the HMI template that
also includes button bars and alarm history and help displays. The Rockwell Automation Library of Process
Objects Faceplates let you quickly configure and control a device.

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

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PF755 Drive Fault Simulation and Lead Lag Standby Motor group (P_LLS)

In this section of the lab, we will simulate several faults on a PowerFlex drive and monitor the fault diagnostics
that are built into the P_PF755 Process Object faceplate. We will also interact with the Lead/Lag/Standby Motor
Group object.

Click on Pump Group from the button bar.

This process uses four PowerFlex 755 drives and a PID controller to maintain level in a tank. The four drives are
being automatically started and stopped by a Lead/Lag/Standby Motor Group Object (P_LLS).
Click on the P801 Motor Group. This will launch the Lead/Lag/Standby motor group faceplate. Pumps 801A,
801B, 801C, and 801D are configured as pumps 1, 2, 3, and 4 respectively in the motor group.

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Notice that the current motor demand is 2 pumps and pumps 2 and 3 are running.

The current pump order is shown in the lower left corner of the faceplate. Currently, pump 2 is the lead and pump
3 is the lag.

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The tank inflow can be simulated using the slider in the upper left corner of the display. Drag the slider to the left
to decrease the tank inflow.

As the level decreases, the PID controller will decrease the speed of the discharge pumps. When the controller
output drops below 30%, the motor demand will decrease to 1 and the lag pump will be stopped.

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Drag the slider to the right.

As level increases, the PID controller will increase the speed of the discharge pumps. When the controller output
rises above 90%, the motor demand will increase and the lag pump will be started.

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We can remove a pump from service, by simulating a fault on one of the drives. Four buttons are available on the
screen, for simulating drive faults.

Click on the button to simulate a bus overvoltage on pump P801a (pump 1).

A drive fault alarm appears appear in the alarm summary, and the drive object indicates an alarm condition.
Notice the P_LLS faceplate now indicates that pump 1 is not available.

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The P_PF755 object has the ability to read a fault code from the drive and provide descriptive text of fault codes.
To view the specific drive fault, click on the drive to launch the faceplate.

The specific drive fault is identified on the bottom of the home tab of the drive faceplate. In this example, a Bus
Overvoltage fault is active for P801A.

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Click on the diagnostics tab of the faceplate. This tab also indicates a Device Trip due to a Drive Fault.

Click the alarm tab of the faceplate. This tab also indicates a drive fault alarm and identifies the specific fault.

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Click on the acknowledge button to acknowledge this alarm.

The alarm indicators will stop blinking.

Close the P801A faceplate.

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If we trip one of the running pumps, we can see that the pump will be removed from service and the standby
pump will be started. Click on the button to simulate a power failure on pump P801C.

Notice that pump 801D was started and pump 801C now indicates an alarm condition.

On the motor group faceplate, we can see that both pumps 1 and 3 are now out of service, and pump 4 has
become the lag pump.

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Click on pump 801C to launch the motor faceplate.

We can see that the faceplate indicates that a drive fault occurred due to a power failure.

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Rather than acknowledging the alarm from the faceplate, we can also acknowledge the alarm from the alarm
summary display. Click on the alarm bell in the main header.

In the alarm list, right-click on the P801C Drive Fault and then click Ack to acknowledge the alarm.

Right click on the P801C drive fault alarm and then click Run command.

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This will return us to the pump group display. Notice the alarm indicators are no longer blinking.

Trip pump 801D by clicking the button to simulate a bus undervoltage on P801D.

When pump 4 stops, the PID controller output will increase to 100% to try to maintain the level. Pump 2 will not be
able to handle the demand, so the motor group will attempt to start a second pump, but there are no pumps
available. The level will eventually reach a high level.

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We can configure an alarm for the motor group to alert the operator when there are not enough pumps available
to meet the demand. Click on the motor group.

Click on the alarm tab.

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Click on the No motors to start alarm button.

Click on the engineering tab.

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Check the box for “The alarm is configured to exist and will be scanned” and close the alarm faceplate.

You’ll see that the motor group object and faceplate now indicate an alarm condition “No motors to start”.

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We can clear the drive fault on pump1, so that the pump will become available to the motor group. Click on the
P801A simulation button to clear the fault condition.

Pump 1 becomes the lag pump and is started. The alarm condition clears on the motor group. Acknowledge the
alarm by clicking the acknowledge button on the faceplate

The level in the tank will decrease.

Close all open faceplates.

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Section Summary

The Premier Integration experience from Rockwell Automation represents the next level of controller
and device integration. It combines the functionality of an automated control system with the resources
in the field device and communication infrastructure.

Premier Integration simplifies and streamlines system design, maintenance and operation.

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

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Faceplate Diagnostics and Alarm Management

In this section of the lab we will operate and interact with a simulated reactor designed with good alarm
management practices. We will see how device alarms and device diagnostics help operators and maintenance
personnel trouble shoot issues.

Click on the Reactor button on the button banner.

You will be using graphic screens developed with standard library objects. For rapid development of information-
rich operator displays, the Rockwell Automation Library of Process Objects provides a collection of display objects
that are linked to the Add-On Instructions (example below). This allows rapid development of the plant graphics.

Notice that during the last batch the product temperature reached a high alarm level. The product temperature
still indicates the alarms because they have not been acknowledged and reset. Click on the product
temperature indication to open the faceplate.

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Double-Click the button to acknowledge and reset all the alarms for this device. Then close the faceplate.

We will now run a batch of product through the reactor. In this section of the lab you will run the reactor manually
to operate from the device faceplates. Later in the lab you will be running an automated process to get familiar
with the Process Library Sequencer object.

First we need to empty the reactor. Click on the drain valve to open the faceplate.

Click on the green open button to open the drain valve. When the valve opens the drain pump can be started.

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Click on the pump to open the pump faceplate.

Click on the green start button to run the drain pump.

When the level in the reactor reaches 0% the pump will automatically stop. Click on the red close button to close
the drain valve.

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Notice the IO Fault alarm. An operator may want to shelve the inlet valve IO Fault alarm until after the batch is
complete. The operator can do this from the faceplate. Click on the Premix 2 Inlet Valve to open the faceplate.

Click on the expand button to open the full multi-tabbed valve control and configuration faceplate.

Click on the alarm tab to view and configure alarms.

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Click on the yellow I/O Fault alarm status indicator to open the configuration faceplate for the IO fault alarm.

Notice that the buttons for alarm shelving are visible and available to the operator. Click the
Shelve button to shelve the alarm.

Click the red X to close the alarm configuration faceplate.

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Click the red X to close the alarm status faceplate.

Notice that the IO alarm in the alarm banner is cleared (shelved).

Running a Reactor with Good Alarm Management

With production running high and facilities operating with fewer people, alarm management has become a key to
achieving operational excellence, increasing plant safety, and reducing loss of product and unplanned downtime.

To run the reactor again we will first need to fill it above 75%. Click on the Premix 1 Inlet Flow Totalizer
FQ_101_R object to open the totalizer faceplate.

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Verify the setpoint is 70 KG and click the green start button to start the totalizer. When the Premix 1 material
inlet valve XV_101_R is opened the totalizing will start. Once the 70 KG setpoint is reached the totalizer will
automatically close the inlet valve.

Click on the Premix 1 Inlet Valve XV_101_R to open the operator faceplate for the valve.

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Open the Premix 1 inlet valve by clicking the green open button. When the valve opens, the totalizer will start.

Wait for the reactor to fill.

When 70KG is delivered the totalizer will close the valve.

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The reactor level will be above 75%.

With the reactor level above 75%, we can now start the agitator. Click on the agitator to open the faceplate.

Click on the green start button to run the agitator.

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As agitation begins, notice a high temperature alarm occurs. The alarm is correctly configured with correct
priorities and setpoints. Click on the Product Temp indicator to open the faceplate.

The reaction continues and the operator is not overwhelmed by alarms and reacts to the temperature alarm and
notices the controller is not in auto mode. Place the Product Temperature controller in auto mode.

The product temperature returns to normal operating range and the batch is saved.

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Effective operator response to alarms saved loss of product and unplanned downtime, which has a direct financial
impact on the bottom line.

Section Summary

With production running high and facilities operating with fewer people, alarm management has become a key to
achieving operational excellence, increasing plant safety, and reducing loss of product and unplanned downtime.

The Library Faceplates built in device alarms and device diagnostics help operators and maintenance personnel
quickly trouble shoot issues.

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

Sequencer (P_Seq) Library object

Cleaning in Place (CIP) has been around for approximately 50 years, and is commonly used in industries, such as
Food, Beverage and Pharmaceutical, to clean a wide range of the plant. CIP refers to the use of a mix of
chemicals, heat and water to clean machinery, vessels or pipe work without dismantling the plant. This process is
usually an integral part of any automated plant.

To familiarize the student with the operation of the library’s P_Seq sequencer object, we will run a sequence for
performing a quick rinse cleaning cycle on a simulated storage tank.

Click the Sequencer button on the button bar.

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We will be using graphic screens developed with standard library objects. For rapid development of information-
rich operator displays, the Rockwell Automation Library of Process Objects provides a collection of display objects
that are linked to the Add-On Instructions (shown below). This allows rapid development of the plant graphics.

Running a simple Sequence

The sequencer for Storage Tank 1 can perform either a “Quick Rinse” or a “Full Cycle” cleaning based on
operator selection. First, we will run through the seven-step Quick Rinse sequence to get an understanding of the
basic sequencer functions. Click the Sequence Control Window display button labeled “Tank 1 Full Cycle” to
launch the sequencer faceplate.

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From the main Sequence Control Window faceplate for the P_Seq instruction, the sequence can be started,
stopped, and reset.

Click the magnifying glass button on the Sequencer faceplate to display the Run-Time Sequence window.

Drag and position the run-time sequence window to the right of the tank as shown below.

As the sequence is running, the run-time sequence window will provide details on the operation of the sequence.

Output
status
indicators
turn blue
when the
output is ON

When the tip of the symbol


points up the input must be on
The Input status
to qualify for that step. When
indicators turn The Step columns the tip is down the input must
blue when the turn green to show be off to qualify. When the
input is on. the current step in input condition is qualified, a
progress black dot appears in the middle
of the icon.

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Click the green Start Sequence button on the run-time sequence window.

Step 1 will prompt us to select a cleaning type. An orange circle with an exclamation point will appear next to
several buttons on the screen. These notify the operator of a pending prompt that needs an action. Click the
Prompt button on the run-time sequence window to open the pending prompt window.
.

If an operator response to a prompt is required within a certain time we can configure step time alarms to alert
operators. This sequence has been configured with no step time alarm.

At the prompt window, verify that Quick Rinse is selected and click the Acknowledge check mark.

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The sequence will advance to step 2 acknowledging that quick rinse was selected. Step 3 will empty the contents
of the tank to the cleaning return.

Step 4 will open the rinse valve and add rinse for a configured period of 10 seconds.

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Step 5 will circulate the tank contents for 10 seconds through the recirculation valve.

Step 6 will circulate the tank contents for 10 seconds through the spray valve.

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Step 7 will pump the tank contents to the cleaning return.

Once the tank is empty the sequence will jump from step 7 to step 20 where it will put all devices in a done state.
Step 21 will end the sequence. This sequencer is configured with 20 steps. Steps 8 through 19 are included in the
full cleaning cycle sequence. The sequence faceplate will indicate that the sequence is complete and the reset
button will become available.

Click the reset button to return the sequence to the idle state.

The sequence is complete and is ready to run again.

Close the run-time sequence window by clicking on the red X.

Configuring the Sequencer from the Faceplates

The Sequence Control Window faceplate has tabs for Maintenance, Engineering, Diagnostics, and Alarming.
Once the logical connections to devices have been made in the code, the actual configuration of the sequencer
steps is done from the faceplates.

Click on the Engineering tab of the faceplate.

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From the Engineering tab we can change the name, label, units and other properties of the sequencer such as
prompts, pauses, step timers, alarms, and interlocks. Note that the box for “The sequencer has an Operator
Prompt Queue” is checked enabling prompting. Click the “Display Sequence Config Window” button in the
upper right.

The sequence consists of simple device control with operator prompting and no configured step timer alarms. As
with other PlantPAx Library objects, the Sequencer object also has configurable Permissive and Interlock inputs
and supports linking navigation to P_Perm and P_Intlk objects.

From the inputs and outputs Sequencer Configuration window, we can configure the inputs and outputs for the
particular sequencer. There are three configuration tabs: discrete (BOOL) inputs, discrete (BOOL) outputs, and
floating-point (REAL) outputs.

This sequence uses 13 inputs (Inputs 0 through 12). These inputs are used to configure the step changes or
transitions.

Click on the Output Configuration tab.

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On the Output Configuration tab, 11 outputs (commands) have been configured for this sequence. The stopped
and held columns define the state of the outputs if the sequence goes to either of those states. Later in the lab,
we will be using the hold state. Close the configuration window.

Click the “Display Multi-Step Config Window” button in the lower right of the engineering faceplate.

Note that from this window, we can configure what is to occur in each individual step of the sequence. From here,
each step is configured with the inputs, timers and other properties for the step.
Close the Multi-Step Configuration Window.

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Running a Sequence with Additional Features

First, we ran the Quick Rinse cycle. In this section of the lab, we will run the Full Cleaning cycle sequence and
observe several additional features of the PlantPAx Sequencer.

The full cycle sequence will perform several cycles of cleaning in the following order:
• Rinse Cycle (Add Rinse for time, Circulate, Empty Tank)
• Caustic Cycle (Add Caustic to level, Circulate, Empty Tank)
• Repeat Rinse Cycle
• Acid Cycle (Add Acid for time, Circulate, Empty Tank)
• Repeat Rinse Cycle

Click on the Home-Operator tab.

Click the magnifying glass button on the faceplate to display the Run-Time Sequence window again.

Again, Drag and position the run-time sequence window to the right of the tank as shown below. As the
sequence is running, the run-time sequence window will provide details on the operation of the sequence.

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Pause points are identified by a pause symbol and an arrow between two steps. In the Tank 1 cleaning sequence,
a pause point has been configured between steps 5 and 6. We will choose to pause the sequence at the next
pause point (between steps 5 and 6).

From the detailed sequence display, click the “Request sequence to pause at next pause point” button as
shown below.

Click the Start Sequence button.

Step 1 will prompt us to select a cleaning type. Notice an orange circle with an exclamation point appears next to
several buttons on the screen. These notify the operator of a pending prompt that needs an action. Click the
Prompt button on the run-time sequence window to open the pending prompt window.
.

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If an operator response to a prompt is required within a certain time, we can configure “step time alarms” to alert
operators. This sequence has been configured with no step time alarm. At the prompt window, select Full Cycle
and click the Acknowledge check mark.

The sequence will run through the first rinse cycle steps 1 through 5. When the sequence reaches the end of step
5, it will pause and alert the operator. The outputs that were turned on during step 5 will remain on until the
operator resumes the sequence. In this example, the tank contents will be recirculated until the operator resumes
the sequence.

Resume the sequence by clicking the Resume Sequence button.

In steps 6-10, the tank will be rinsed and emptied. When the rinse cycle completes, the sequence will continue
with a caustic rinse cycle. On step 11 another operator prompt will appear. Click on the prompt button to launch
the prompt window.

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In the prompt window, Click on the Tank Level setpoint to launch the numeric entry popup.

Enter a value of 10.


Click OK and then click the Acknowledge check mark button in the prompt window.

Caustic is added until the tank level reaches the setpoint that we entered. In steps 13-15, caustic is circulated
through the spray balls, the tank will be rinsed and the acid cycle started.

Anytime during the following caustic, acid or rinse cycles, place the sequence in hold mode by clicking the Hold
Sequence button.

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When the sequence is in the Held state, the operator will be alerted as shown below.

The outputs will go to the state that was configured as the Held state. In this lab, all outputs were configured to be
turned off as shown on the outputs configuration window below.

The outputs will remain in their “Held” state until the sequence is restarted. Restart the sequence by clicking the
Restart Sequence button.

The sequence will restart at the step where it was held and will continue to perform several cycles of cleaning in
the following order:
• Rinse Cycle (Add Rinse for time, Circulate, Empty Tank)
• Caustic Cycle (Add Caustic to level, Circulate, Empty Tank)
• Repeat Rinse Cycle
• Acid Cycle (Add Acid for time, Circulate, Empty Tank)
• Repeat Rinse Cycle

After the full cycle concludes, the sequencer will indicate complete. Click the Reset button to return the
sequence to idle mode and close the Tank 1 Full Cycle Cleaning sequencer faceplates.

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Section Summary

The Sequencer Object (P_Seq) provides a flexible controller-based step sequencing solution that
reduces engineering time by automating common operator procedures. The step-by-step configuration
makes it easy to adjust procedures directly from the HMI.

Please STOP AND WAIT FOR INSTRUCTOR before continuing.

Running a Waste Water Plant Application

The Wastewater application in this section of the lab, provides several examples of wastewater processes that
have been configured using the PlantPAx® Library objects as building blocks.

Click on the Waste Water Influent button in the menu bar.

In this process, raw influent enters a wet well basin where bar screens are used to remove solid pieces of waste
from the wastewater. Variable speed pumps transfer the contents of the wet well basin to a primary clarifier.

The pump speed is controlled either by a wet well level controller, a forward flow controller, or the higher, the
lower, or the average demand of the two. The operator selects the control mode by clicking a radio button at the
bottom of the display. Notice that currently, the forward flow controller is setting the speed demand for the pumps.

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Click on the flow controller, FIC1056, to launch the quick faceplate for the P_PID controller.

Click on the setpoint entry box.

Enter ‘20’ as the new setpoint and click OK.

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The speed of the pumps will increase to increase the forward flow.

Change the control mode to Wet Well level control by clicking on the radio button shown below.

Click on the level controller, LIC1036, to launch the quick faceplate for the P_PID controller.

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Click on the setpoint entry box.

Enter ‘10’ as the new setpoint and click OK.

The speed of the pumps will increase again, to decrease the level in the wet well basin.

Close all open faceplates.

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The raw influent pump group is managed by a P_LLS object (Lead/Lag/Standby). This is the standard object from
the process object library, which was introduced in an earlier section of the lab. Click on Influent Pump Group
object to launch the P_LLS faceplate.

Expand the faceplate to display the full faceplate.

Move the faceplate to the right, so it is not covering the pumps. The pump group is in program mode by default
for this demo. Click the button to request operator mode.

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We can manually change the pump demand from 3 motors to 1. Click on the Number of Motors to Run entry
box.

Enter ‘1’ and click OK.

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Pump 2 will decelerate and stop, followed by pump 1. The lead pump, pump number 3, remains running. The
level in the wet well basin will start to increase, since one pump is not able to handle the level demand. The
influent gates will also start to close off.

Click the Request Program Mode button to return the pump demand to program control and all three pumps will
be started.

Close the P_LLS faceplate.

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The pump demand is based on configurable set points for speed and/or level. Click on the configuration button
to launch the configuration window.

Notice that the first pump is configured to shut off at 9 feet and the second pump at 7 feet.

For sake of time in the lab, change the 2nd Pump Off setpoint to 8.5 FT.

Close the configuration window.

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We can decrease the demand, by lowering the flow of influent coming into the tank. The raw influent flow can be
simulated using the slider. Drag the slider to the left to reduce the influent flow to zero.

When the level drops below 9 feet, the motor demand will decrease to 2 and one of the pumps will be stopped.

As the level continues to drop, the second pump will be stopped once the level drops below 8.5 feet.

Drag the slider to the right to increase the raw influent flow. Eventually, all three pumps will turn back on to keep
up with the demand. If time allows, return to this display later in the lab to observe the status of the pumps.

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Click on the Waste Water Aeration button in the menu bar.

In the aeration process, cascaded controllers are used to control the amount of air flow into the aeration basins in
order to maintain the dissolved oxygen (DO) at a configurable setpoint.

Notice for Aeration Basin 1, the current setpoint for DO is 5.0 PPM and the air flow setpoint is approximately
100SCFM.

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Click on AIC2013, to launch the P_PID controller faceplate. Enter a setpoint of 6.0 PPM.

Watch the air flow into the tank increase, in order to increase the amount of DO in the aeration tank.

Click on the Waste Water Sludgepumping button in the menu bar.

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Notice the interlocks, as indicated by the stop sign symbol, on the WAS (Waste Activated Sludge) pumps.

Click on one of the WAS pumps to launch the P_VSD faceplate.

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Click the red Interlock button to launch the P_Intlk interlock faceplate. The interlock faceplate indicates that the
Belt thickening valve is closed. We must open the valve to start the pump.

Click on the belt thickening valve, XV8112 to open the P_ValveSO faceplate.

Click the open valve button. The interlocks on the WAS pumps will clear.

Close the open faceplates

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Click on the flow controller, FIC7024, to launch the P_PID faceplate.

Click the setpoint entry button and enter a setpoint of ‘10’.

The WAS pump group motor demand increases, and the WAS pumps are started by the pump group.

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Click on Waste Water Digesters in the menu bar.

The P_Seq process object is used to fill and drain the digesters.

Click the Digester 1 Sequencer button.

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Click the start button.

Click the operator prompt button.

Select Fill, enter ‘10’ for the level setpoint, and ‘50’ for the flow setpoint. Click Acknowledge.

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The flow control valve will open and the digester tank will be filled to 10 feet.

When the digester level reaches 10 feet, the flow valve will close and the sequence completes. Click the reset
button.

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Drag the P_Seq faceplate to the right and click start again.

This time we will drain the tank. Click operator prompt.

Select Drain, enter a level setpoint of 2, and enter 20 as the flow setpoint. Click the acknowledge checkmark.

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The discharge valve will open, and the digester pump will pump contents to the sludge storage tank. When the
level reaches 2 ft. the sequence will complete.

Click reset.

Section Summary
Water companies using an integrated control and visualization system for wastewater treatment, and other
process industries, can expect reductions in design time and enhanced process control. Rockwell’s portfolio of
products, systems, templates and libraries provide you with the tools you require to engineer and maintain your
plant.

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Lab Summary
PlantPAx™ is the process automation system from Rockwell Automation with all the core capabilities expected in
a world-class modern distributed control system. Configure your Integrated Architecture control system to meet
the PlantPAx system guidelines and you can call it PlantPAx. The Studio 5000® application can help reduce the
engineering time to assemble your integrated architecture and process application. The Rockwell Automation
Library of Process Objects™ is a collection of Application Templates, Application Code, Graphic Objects,
Faceplates and Process Control Strategies that let you quickly configure a device from I/O to operator.

With PlantPAx, engineering your modern DCS has never been easier.

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