Without measurement there is no control

FacilityPro® SCADA NG
Software

USER GUIDE
P/N 1000023439
FacilityPro® SCADA NG Software
User Guide

HEADQUARTERS
5475 Airport Blvd CHINA KOREA SWITZERLAND
Boulder, Colorado 80301 USA T: +86 21 6113 3600 T: +82 31 286 5790 T: +41 71 987 01 01
T: +1 303 443 7100, +1 800 238 1801 E: pmschina@pmeasuring.com E: pmskorea@pmeasuring.com E: pmsswitzerland@pmeasuring.com

Instrument Service & Support FRANCE MEXICO TAIWAN

E: +1 800 557 6363 T: +33 (0)6 82 99 17 98 T: +52 55 2271 5106 T: +886-3-5525300 Ext: 301
Customer Response Center E: pmsfrance@pmeasuring.com E: pmsmexico@pmeasuring.com E: pmstaiwan@pmeasuring.com
T: +1 877 475 3317
E: Info@pmeasuring.com GERMANY NORDIC UNITED KINGDOM
T: +49 6151 6671 632 T: +45 707 028 55 T: +44 1684 581 000
GLOBAL OFFICES E: pmsgermany@pmeasuring.com E: pmsnordic@pmeasuring.com E: pmsemea@pmeasuring.com

BENELUX ITALY PUERTO RICO

T: +32 10 23 71 56 T: +39 06 9053 0130 T: +1 787 718 9096
E: pmsbenelux@pmeasuring.com E: pmssrl@pmeasuring.com E: pmspuertorico@pmeasuring.com

BRAZIL JAPAN SINGAPORE

T: +55 11 5188 8227 T: +81 3 5298 8175 T: +65 6496 0330
E: pmsbrazil@pmeasuring.com E: pmsjapan@pmeasuring.com E: pmssingapore@pmeasuring.com
P/N 1000023439 Rev B
 FacilityPro® SCADA NG Software User Guide
P/N 1000023439 Rev B
© 2018 Particle Measuring Systems, Inc.
All rights reserved.
Airnet®, BioCapt®, BioLaz®, FacilityPro®, IsoAir®, Lasair®, and MiniCapt®are registered trademarks
of Particle Measuring Systems.
Microsoft® is a registered trademark of Microsoft Corporation
All trademarks appearing in this manual are the property of their respective owners.

DO NOT REPRODUCE OR DISTRIBUTE CONFIDENTIAL DOCUMENT

This confidential document contains proprietary information, which is protected by copyright.

All rights are reserved. No part of this document may be reproduced, distributed, or
transmitted in any form without the prior written consent of Particle Measuring Systems. The
information contained in this document is subject to change without notice.

Quality Statement
The Quality Policy of Particle Measuring Systems is to strive to meet or exceed the needs and
expectations of our customers, and to align the activities of all employees with the common
focus of customer satisfaction through continuous improvement in the quality of our products
and services.

Manual Conventions

WARNING
A warning in the text is used to notify the user of the potential for bodily injury or death.

CAUTION
A caution in the text is used to highlight an item that if not done, or incorrectly done, could
damage the instrument and/or any materials or devices affected by the instrument.

– — NOTICE — –
A notice in the text is an instructional communication regarding requirements or policies
issued by Particle Measuring Systems.

NOTE: A note in the text is used to highlight an item that is of operational importance to
the user.
It is important that you observe cautions and warnings while performing the procedures
described in this manual. Caution and warning labels are located on and inside the instrument
to alert you to potentially hazardous conditions. Please familiarize yourself with this
information.

ii FacilityPro SCADA Software Operations Manual

 Brief Table of Contents

Table of Contents - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - v

List of Figures - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - xi

List of Tables - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - xv

Chapter 1: Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-1

Chapter 2: Get Started - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1

Chapter 3: Recipes - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1

Chapter 4: Sampling - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1

Chapter 5: Sampling Point Information - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1

Chapter 6: Alarms- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-1

Chapter 7: System Tasks - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-1

Chapter 8: Reports - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-1

Chapter 9: User Management - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1

Index - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Index-1

FacilityPro SCADA Software Operations Manual iii

 This page is intentionally left blank.

iv FacilityPro SCADA Software Operations Manual

 Table of Contents

List of Figures - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - xi
List of Tables - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - xv
Chapter 1: Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-1
FacilityPro Server Software Description - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-2
System Requirements - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-3
Installation - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-3
Configuration - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-3
Electronic Signature - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-4
Electronic Signature window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-4
Chapter 2: Get Started - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1
System Start-Up - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1
Components of the FacilityPro software screen- - - - - - - - - - - - - - - - - - - - - 2-2
Header information in the FacilityPro software screen - - - - - - - - - - - 2-2
Central area in the FacilityPro software screen - - - - - - - - - - - - - - - - - - 2-2
Buttons row in the FacilityPro software screen - - - - - - - - - - - - - - - - - - 2-2
Main Page Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-4
Channel Status Legend window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-9
Log In - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-11
Login window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-11
Log Out - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-11
Chapter 3: Recipes - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1
Recipes Editor Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1
Create a New Recipe - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-5
Edit an Existing Recipe - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-5
Delete an Existing Recipe - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-6
Chapter 4: Sampling - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1
Sampling Editor Window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1
Schedule a Sampling- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-4
Sampling editor dialog box- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-4
Abort a Sampling Event- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-5
Edit a Scheduled Sampling - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-6
Delete a Scheduled Sampling - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-6
Configuring Custom Fields to Apply to a Sampling- - - - - - - - - - - - - - - - - - - - - - 4-7
Custom fields configuration window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-7
Chapter 5: Sampling Point Information - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1
Sampling Point Information display - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1
Particle Module Values - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-2
Biological Channel Values- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-4
Analog Module Values - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-6

FacilityPro SCADA Software Operations Manual v

Chapter 6: Alarms - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-1
Alarms Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-1
PMS Alarms and Events Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-3
Alarms Editor tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-3
Area groups window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-6
Boolean Fields window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-7
Alarm Prefix Editor tab- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-7
Imported Alarms - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-7
Acknowledge an Alarm- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-8
Alarm Tables - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-9
Pop-Up Alarms - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-11
Chapter 7: System Tasks- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-1
System Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-2
Sensors Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-5
Sensors Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-5
Backup and Restore - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-7
Backup Application window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-7
Backup Types and Storage - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-9
Editing Backup Parameters - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-9
Automatic Daily backup - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-11
Manual backup - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-11
Long Term backup - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-12
Restore- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-13
Shutdown iFIX - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-13
Create a Restore Directory - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-13
Restore Using a Long Term Backup - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-14
Disaster Recovery - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-14
Restoring an SQL Database - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-15
Deleting Archives - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-15
Restoring Historian Configurations - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-16
Restoring Data Archives - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-16
Restoring SQL Alarms&Events - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-18
Restoring TAG_CATALOG - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-22
Restoring FacilityPro Processor Module Configuration - - - - - - - - - - - - 7-26
Restoring iFix Security - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-27
Restoring History Files - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-28
Windows Explorer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-29
Windows Explorer window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-29
Driver Tools - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-30
Buffer Manager - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-30
Buffer Manager window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-30
Shut Down the System - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-32
Restart - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-32
Shut down - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-33
Shut down iFix - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-33
Restart the Windows OS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-33
Cancel out of the shutdown window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-33
Limits Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-34
Limits Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-34
Limits Editor History window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-37
Limits Editor Configuration window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-39
Analog Limits Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-41

vi FacilityPro SCADA Software Operations Manual

 Run Time Logic Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-43
Available Tags pane - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-44
Analog Input Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-44
BioCapt (BC) Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-45
Digital Input (DI) Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-46
Digital Output (DO) Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-47
Virtual Digital Input/Output (DX) Folder - - - - - - - - - - - - - - - - - - - - - - - 7-47
I/O Module Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-47
Particle Counter Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-48
Pumps Group Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-49
Pneumatic Module Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-51
System Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-51
Usage for Tag pane - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-53
Editor pane - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-53
Rule Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-54
Rule Type- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-54
Example Rule Editor Rule Creation- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-55
Creating a Child Rule - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-55
Sampling on Input Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-56
Tower Lights - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-58
Example Tower Light Rule Creation - - - - - - - - - - - - - - - - - - - - - - - - - - 7-60
Testing Output Activation - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-61
Historian Administrator- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-62
Proficy Historian Administrator window - - - - - - - - - - - - - - - - - - - - - - - - - - 7-62
Chapter 8: Reports - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-1
Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-1
Reports available through the Report window - - - - - - - - - - - - - - - - - - - - - 8-1
Reports available through the Sampling Report window - - - - - - - - - - - - - 8-1
Report Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-2
Configuration of Tags Catalog- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-3
Tags Catalog tabs - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-5
Sensor Type - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-5
Sensors Alarms - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-6
Sensors - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-6
Data Types - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-7
Sensor Groups - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-7
Recipes - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-8
Tags Control - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-9
Pens Color Selection - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-10
Configure Sensor Group Tags - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-11
Configure Recipe Tags - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-12
Creating Reports through the Report Window - - - - - - - - - - - - - - - - - - - - - - - - - 8-12
Create a report “by group” - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-13
Set a date and time range for a report - - - - - - - - - - - - - - - - - - - - - - - - 8-17
Select a data subset - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-18
Select a group of modules to include in the report - - - - - - - - - - - - - - - 8-18
Select report(s) to generate - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-18
Select an interval, specify the type for the report - - - - - - - - - - - - - - - - 8-19
For a Trend Report, set calculation parameters - - - - - - - - - - - - - - - - - 8-19
Execute the report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-20
Create a report “by sampling” - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-20
Set a date and time range for a report - - - - - - - - - - - - - - - - - - - - - - - - 8-23
Select a recipe, a sampling, and filters - - - - - - - - - - - - - - - - - - - - - - - - 8-24

FacilityPro SCADA Software Operations Manual vii

 Select a report to generate - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-24
Select an interval, specify the type for the report - - - - - - - - - - - - - - - - 8-25
For a Trend Report, set calculation parameters - - - - - - - - - - - - - - - - - 8-25
Execute the report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-25
Change the View in the Report Displayed in the Report Window - - - - - - - - - - - 8-27
Print a Report from the Report Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-29
Export a Report from the Report Window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-30
Report Window Report Examples - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-32
Audit Report examples – Select by Group – Audit Report - - - - - - - - - - - - - - 8-32
Header information – Audit Report – Select by Group - - - - - - - - - - - - - 8-33
Report body – Audit Report – Select by Group - - - - - - - - - - - - - - - - - - - 8-33
Footer information – Audit Report – Select by Group - - - - - - - - - - - - - 8-34
Last page – Audit Report – Select by Group - - - - - - - - - - - - - - - - - - - - - 8-34
Audit Report examples – Select by Sampling Audit Report - - - - - - - - - - - - 8-35
Header information – Audit Report – Select by Sampling - - - - - - - - - - 8-36
Report body – Audit Report – Select by Sampling - - - - - - - - - - - - - - - - 8-37
Footer information – Audit Report – Select by Sampling - - - - - - - - - - - 8-37
Last page – Audit Report – Select by Sampling - - - - - - - - - - - - - - - - - - 8-37
Data Report examples – Select by Group - - - - - - - - - - - - - - - - - - - - - - - - - - 8-38
Header information – Data Report – Select by Group - - - - - - - - - - - - - 8-40
Report body – Data Report – Select by Group - - - - - - - - - - - - - - - - - - - 8-40
Report summary – Data Report – Select by Group - - - - - - - - - - - - - - - - 8-40
Footer information – Data Report – Select by Group - - - - - - - - - - - - - - 8-40
Last page – Data Report – Select by Group - - - - - - - - - - - - - - - - - - - - - 8-41
Data Report examples – Select by Samplings - - - - - - - - - - - - - - - - - - - - - - - 8-42
Header information – Data Report – Select by Samplings - - - - - - - - - - 8-43
Report body – Data Report – Select by Samplings - - - - - - - - - - - - - - - - 8-43
Report summary – Data Report – Select by Samplings - - - - - - - - - - - - 8-43
Footer information – Data Report – Select by Samplings - - - - - - - - - - 8-44
Last page – Data Report – Select by Samplings - - - - - - - - - - - - - - - - - - 8-44
Trend Report examples – Select by Samplings - - - - - - - - - - - - - - - - - - - - - - 8-45
Header information – Trend Report – Select by Samplings - - - - - - - - - 8-46
Header information - Trend Report Exported PDF - Select by Group - 8-47
Footer information – Trend Report Exported PDF - - - - - - - - - - - - - - - - 8-47
Last page – Trend Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-47
Sampling Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-48
Create a Sampling Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-49
Change the view in report displayed in the Sampling Report window - - - - 8-49
Print a Sampling Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-49
Export a Sampling Report from the Sampling Report Window- - - - - - - - - - 8-50
Sampling Report extraction with the “Restart on Flow Alarm” feature 8-50
Sampling Report examples - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-51
Header information – Sampling Report - - - - - - - - - - - - - - - - - - - - - - - - 8-52
Report body – First section – Sampling Report - - - - - - - - - - - - - - - - - - 8-52
Report body – Second section – Sampling Alarms – Sampling Report 8-53
Footer information – Sampling Report - - - - - - - - - - - - - - - - - - - - - - - - 8-53
Last page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-53
Chapter 9: User Management - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1
User Types - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1
Default Users - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1
“Nobody” user - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-2
User Groups - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-2
Group functions - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-2

viii FacilityPro SCADA Software Operations Manual

 Managing Users - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-4
Security Configuration window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-4
Create a Domain User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-6
Domain PC setting (Server SCADA) - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-6
SCADA iFIX PC Settings - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-10
Add Domain Users - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-10
Create a Local User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-14
Delete a Domain User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-17
Delete: domain server setting - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-17
Delete: iFIX PCs setting (Server/Client) - - - - - - - - - - - - - - - - - - - - - - - - 9-19
Modify a Domain User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-21
Modify a Local User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-22
Delete a Local User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-24

Index - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Index-1

FacilityPro SCADA Software Operations Manual ix

 This page is intentionally left blank.

x FacilityPro SCADA Software Operations Manual

 List of Figures

Chapter 1: Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-1

Figure 1-1 Example configuration in a FacilityPro system (hardware and software) - - - - - - - - - - - 1-1
Figure 1-2 Electronic Signature window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-4

Chapter 2: Get Started - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1

Figure 2-1 FacilityPro Main Page window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1
Figure 2-2 Main Page window showing locations of sensors in one room 
and tables with sensor information - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-4
Figure 2-3 Channel Status Legend window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-9
Figure 2-4 Login window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-11

Chapter 3: Recipes - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1

Figure 3-1 FacilityPro Recipes Editor window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1
Figure 3-2 Recipes Editor confirm delete dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-6

Chapter 4: Sampling - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1

Figure 4-1 FacilityPro Sampling Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1
Figure 4-2 Sampling on input editor dialog box--------------------------------------- 4-4
Figure 4-3 Custom fields configuration window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-7

Chapter 5: Sampling Point Information - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1

Figure 5-1 FacilityPro window showing information panels for particle sensors - - - - - - - - - - - - - - 5-1
Figure 5-2 Sampling point – Particle counters - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-2
Figure 5-3 Biological Module view in the Customized Map window - - - - - - - - - - - - - - - - - - - - - - - 5-4
Figure 5-4 Sampling point – Biological- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-5
Figure 5-5 Analog Module view in the Customized Map window- - - - - - - - - - - - - - - - - - - - - - - - - - 5-6

Chapter 6: Alarms- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-1

Figure 6-1 FacilityPro Alarms window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-1
Figure 6-2 PMS Alarms and Events Editor- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-3
Figure 6-3 Area groups window (AreaGroupEditForm) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-6
Figure 6-4 Boolean Fields window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-7

Chapter 7: System Tasks - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-1

Figure 7-1 FacilityPro System window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-3
Figure 7-2 Sensors Editor window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-5
Figure 7-3 Backup Application window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-7
Figure 7-4 Backup Service Configuration Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-10
Figure 7-5 Proficy Historian Administrator window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-15
Figure 7-6 C:\ProgramFiles\Proficy\Proficy Historian\x86\NonWebAdmin\ - - - - - - - - - - - - - - - - - - 7-17

FacilityPro SCADA Software Operations Manual xi

 Figure 7-7 Navigation to Database... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-18
Figure 7-8 Restore Database - PMS_AE_DB window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-19
Figure 7-9 Specify Backup window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-19
Figure 7-10 Locate Backup File window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-20
Figure 7-11 Restore Database window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-20
Figure 7-12 Restore Database - PMS_AE_DB window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-21
Figure 7-13 Microsoft SQL Server Management Studio window - - - - - - - - - - - - - - - - - - - - - - - - - 7-21
Figure 7-14 Navigation to Database... - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-22
Figure 7-15 Restore Database - TAG_CATALOG window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-23
Figure 7-16 Specify Backup window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-23
Figure 7-17 Locate Backup File window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-24
Figure 7-18 Restore Database window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-24
Figure 7-19 Restore Database - TAG_CATALOG window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-25
Figure 7-20 Microsoft SQL Server Management Studio window - - - - - - - - - - - - - - - - - - - - - - - - - 7-25
Figure 7-21 FacilityPro Update window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-26
Figure 7-22 All files in unzipped FacilityProFiles selected - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-27
Figure 7-23 Computer window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-29
Figure 7-24 Buffer Manager in the Driver Tools window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-30
Figure 7-25 shutdown window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-32
Figure 7-26 Limits Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-34
Figure 7-27 Limits Editor History window displayed in front of 
the Limits Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-37
Figure 7-28 Sensors Classes and Sampling Modes Configuration window displayed in front of the Limits
Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-39
Figure 7-29 Analog Limits Editor window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-41
Figure 7-30 Available tag selection displays its usage - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-53
Figure 7-31 Editor pane contains all edited rules organized by type- - - - - - - - - - - - - - - - - - - - - - - - 7-53
Figure 7-32 Rule Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-54
Figure 7-33 Example Rule created with Rule Editor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-55
Figure 7-34 Child rule creation in Rule Editor- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-56
Figure 7-35 Sampling on input editor window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-57
Figure 7-36 TowerLightEditForm window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-58
Figure 7-37 Example Tower Light rule - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-60
Figure 7-38 Proficy Historian Administrator window for the FacilityPro server - - - - - - - - - - - - - - 7-62

Chapter 8: Reports - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-1

Figure 8-1 Report window, Set Interval window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-2
Figure 8-2 Report window, Select by Group tab fields - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-3
Figure 8-3 Tags catalog window, Sensor Type tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-5
Figure 8-4 Tags catalog window, Sensors Alarms tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-6
Figure 8-5 Tags catalog window, Sensors tab- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-6
Figure 8-6 Tags catalog window, Data Types tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-7
Figure 8-7 Tags catalog window, Sensor Groups tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-7
Figure 8-8 Tags catalog window, Data Type Groups tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-8
Figure 8-9 Tags catalog window, Recipes tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-8
Figure 8-10 Tags catalog window, Tags Control tab- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-9
Figure 8-11 Tags catalog window, Pens Color Selection tab - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-10
Figure 8-12 Select sensors in group window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-11
Figure 8-13 Parameter fields in the Report window for Select by Group reports - - - - - - - - - - - - - 8-13
Figure 8-14 Calendar popup - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-17
Figure 8-15 Time Set popup- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-17
Figure 8-16 Input a comment to print on reports dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-20
Figure 8-17 Parameter fields in the Report window for Select by Sampling reports - - - - - - - - - - 8-20

xii FacilityPro SCADA Software Operations Manual

 Figure 8-18 Calendar popup - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-23
Figure 8-19 Time Set popup- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-23
Figure 8-20 Input a comment to print on reports dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-26
Figure 8-21 Select data types group dialog box showing data types for 
particle counters- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-26
Figure 8-22 Select data types group dialog box showing data types for 
Biological Modules - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-26
Figure 8-23 Audit Report window controls for changing the view of a generated report - - - - - - - 8-27
Figure 8-24 Insert alarm ID dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-28
Figure 8-25 Select pages to print dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-29
Figure 8-26 Choose the file format dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-30
Figure 8-27 Name of an exported PDF for a report in the Report Generator dialog box - - - - - - - - 8-30
Figure 8-28 Name of an exported CSV for a report in the Report Generator dialog box - - - - - - - - 8-30
Figure 8-29 Path to exported files in Windows Explorer - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-31
Figure 8-30 Example of an Audit Report - Select by Group displayed in the Report window - - - 8-32
Figure 8-31 Example of an Audit Report - Select by Group showing the first page from a PDF - - 8-33
Figure 8-32 Example of an Audit Report – Select by Sampling displayed 
in the Report window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-35
Figure 8-33 Example Audit Report – Select by Sampling from a PDF - - - - - - - - - - - - - - - - - - - - - - 8-36
Figure 8-34 Example Data Report – Select by Group displayed in the Report window - - - - - - - - 8-38
Figure 8-35 Example Data Report showing a page from a PDF- - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-39
Figure 8-36 Example Data Report – Select by Samplings displayed in the Report window- - - - - 8-42
Figure 8-37 Example Trend Report displayed in the Report window- - - - - - - - - - - - - - - - - - - - - - - 8-45
Figure 8-38 Example Trend Report showing a page from a PDF- - - - - - - - - - - - - - - - - - - - - - - - - - - 8-46
Figure 8-39 Report window - Sampling Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-48
Figure 8-40 FacilityPro Report Generator dialog box showing the path to 
the PDF for a report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-50
Figure 8-41 Sampling Report window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-51
Figure 8-42 Example Sampling Report showing a page from a PDF- - - - - - - - - - - - - - - - - - - - - - - - 8-52

Chapter 9: User Management - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1

Figure 9-1 Security Configuration window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-4
Figure 9-2 Computer window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-6
Figure 9-3 Administrative Tools selected in the Control Panel window - - - - - - - - - - - - - - - - - - - - 9-6
Figure 9-4 Administrative Tools window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-7
Figure 9-5 Active Directory Users and Computers window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-7
Figure 9-6 Right-click menu for creating a New User - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-8
Figure 9-7 New Object - User window (Step 1) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-8
Figure 9-8 New Object - User window (Step 2) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-9
Figure 9-9 New Object - User window (Step 3) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-9
Figure 9-10 iFIX Security Configuration window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-10
Figure 9-11 iFIX User Accounts window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-11
Figure 9-12 iFIX User Profile window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-11
Figure 9-13 iFIX User Profile window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-12
Figure 9-14 Group Membership Selection window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-12
Figure 9-15 iFIX User Profile window showing a Group list for a new user - - - - - - - - - - - - - - - - - - - 9-13
Figure 9-16 User Accounts window showing a new user listed- - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-13
Figure 9-17 iFIX Security Configuration window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-14
Figure 9-18 iFIX User Accounts window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-15
Figure 9-19 iFIX User Profile window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-15
Figure 9-20 Group Membership Selection window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-16
Figure 9-21 Computer window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-17
Figure 9-22 Administrative Tools selected in the Control Panel window - - - - - - - - - - - - - - - - - - - 9-17

FacilityPro SCADA Software Operations Manual xiii

 Figure 9-23 Administrative Tools window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-18
Figure 9-24 Active Directory Users and Computers window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-18
Figure 9-25 Security Configuration window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-19
Figure 9-26 iFIX User Accounts window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-20
Figure 9-27 Active Directory Users and Computers window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-21
Figure 9-28 Security Configuration window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-22
Figure 9-29 iFIX User Accounts window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-23
Figure 9-30 iFIX User Profile window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-23
Figure 9-31 Security Configuration window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-24
Figure 9-32 iFIX User Accounts window- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-25

xiv FacilityPro SCADA Software Operations Manual

 List of Tables

Chapter 1: Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-1

Chapter 2: Get Started- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1

Table 2-1 Components of the FacilityPro screen - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-2
Table 2-2 Main Page window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-5
Table 2-3 Channel Status Legend window components - - - - - - - - - - - - - - - - - - - - - - - - - 2-10

Chapter 3: Recipes- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1

Table 3-1 Recipes Editor window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-2

Chapter 4: Sampling - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-1

Table 4-1 Sampling Editor window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-2
Table 4-2 Sampling on input editor dialog box - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4-4
Table 4-3 Components of the Custom fields configuration window - - - - - - - - - - - - - - - 4-7

Chapter 5: Sampling Point Information - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 5-1

Table 5-1 Customized Map window for Particle Module - - - - - - - - - - - - - - - - - - - - - - - - 5-2
Table 5-2 Customized Map window for Biological Module - - - - - - - - - - - - - - - - - - - - - - 5-5
Table 5-3 Customized Map window for Analog Module - - - - - - - - - - - - - - - - - - - - - - - - - 5-6

Chapter 6: Alarms - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-1

Table 6-1 Alarms window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-2
Table 6-2 Buttons and fields of the Alarms Editor tab - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-4
Table 6-3 Alarm list – SCADA - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-9
Table 6-4 Alarm list – Pneumatic Module- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-9
Table 6-5 Alarm list – Pump Group- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-9
Table 6-6 Alarm list – I/O Board - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-9
Table 6-7 Alarm list – Particle Counter- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-10
Table 6-8 Alarm list – Biological Sensor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-10
Table 6-9 Alarm list – Analog Sensor - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 6-10

Chapter 7: System Tasks - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-1

Table 7-1 System window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-3
Table 7-2 Sensors Editor window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-5
Table 7-3 Backup Application window components - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-8
Table 7-4 Buttons of the Backup Service Configuration Editor- - - - - - - - - - - - - - - - - - - 7-10
Table 7-5 Components of the Buffer Manager in the Driver Tools window- - - - - - - - - - - 7-31
Table 7-6 Components of the Limits Editor window - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-35
Table 7-7 Components of the Limits Editor History window- - - - - - - - - - - - - - - - - - - - - - 7-38
Table 7-8 Analog Limits Editor window view components - - - - - - - - - - - - - - - - - - - - - - - 7-41

FacilityPro SCADA Software Operations Manual xv

 Table 7-9 Buttons of the Run Time Logic Editor screen - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-43
Table 7-10 Analog Input Folder- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-44
Table 7-11 BioCapt (BC) Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-45
Table 7-12 Digital Input (DI) Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-47
Table 7-13 Digital Output (DO) Folder- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-47
Table 7-14 Digital Output (DO) Folder- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-47
Table 7-15 I/O Module Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-47
Table 7-16 Particle Counter (PC) Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-48
Table 7-17 Pumps Group Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-49
Table 7-18 Pumps Group Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-51
Table 7-19 System Folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-51
Table 7-20 Effect on output of turning all input on/off- - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-54
Table 7-21 Effect on output of turning any input on/off- - - - - - - - - - - - - - - - - - - - - - - - - - - 7-54
Table 7-22 Tower Light Outputs and Inputs - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 7-59

Chapter 8: Reports- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-1

Table 8-1 Report window buttons - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-3
Table 8-2 Select by Group tab Report window components - - - - - - - - - - - - - - - - - - - - - - 8-14
Table 8-3 Select by Sampling mode Report window components - - - - - - - - - - - - - - - - - 8-20
Table 8-4 General and report-specific controls for changing the view 
in the Report window - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8-27

Chapter 9: User Management - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1

Table 9-1 Default users - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-1
Table 9-2 Default User Groups functions - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 9-2
Table 9-3 iFIX Security Configuration window button icons - - - - - - - - - - - - - - - - - - - - - - 9-5

xvi FacilityPro SCADA Software Operations Manual

Chapter 1
Overview

The FacilityPro Environmental Monitoring System can be configured with the

following hardware components:
• FacilityPro Processor Module
• SCADA server computer with web server client
• SCADA View Client PCs (HMI) and FacilityPro software
• Samplers, monitors, and/or sensors:
• BioCapt® microbial samplers
• RVU microbial samplers
• IsoAir® particle sensor
• Airnet® particle counters
• Lasair® III particle counters
An example FacilityPro Environmental Monitoring System is illustrated in Figure 1-1.

Figure 1-1 Example configuration in a FacilityPro system (hardware and software)

NOTE: It is not possible to download data from portable instruments.

FacilityPro Software User Guide Page 1-1

Chapter 1 Overview FacilityPro Server Software Description

FacilityPro Server Software Description

The FacilityPro SCADA software provides the interface and supervisory control for the
FacilityPro Environmental Monitoring System. It is based on GE Proficy iFIX, a proven
platform with solid security and stability.
The FacilityPro server contains:
• iFIX runtime plus Release 5.9 with E/R & E/S platform:
•HMI (Human Machine Interface) – User interface
•PDB (Process Data Base) – System tag database
•Alarm & Event collector – Records events and operates electronic signatures
•OPC (OLE for Process Control) – OPC standard communication driver
•iFix Terminal Server – For remote desktop connection (RDC) to thin clients
• Database
•Microsoft SQL Server 2016 Express (or optional SQL 2016 standard) stores
alarms and events. Access to it is managed by a hardcoded password.
•DataBase Historian to store:
•Raw data: The data are encrystped and the access to it is only via OLE
DB. The access to DB needs to hardcoded password.
•Audit (log in, log out, alarm acknowledgement, etc.) is stored in the
SQL.
• Application software on the platform iFix:
•FacilityPro SCADA Release 3.0.1 and higher: iFix-based management software
•ReportGenerator: Program for extracting data from DB and generating data
reports, audits and trends
•ReportDataBroker: Interface between the report generator and the database
•AirCaptReportLogger: Data acquisition program for recipe sampling
•SCADACustomShell: Launcher software
•OPCLink: OPC driver to communicate to Main CPU Module
•BackGround: Program that will automatically backup DB
•iFixShutDown: Program that ends in a programmed sequence of all processes
during the system shutdown
•SensorEditor: Program for sensor naming and setup
•RecipesEditor: Program for recipe setup
•SamplingsEditor:Program for sampling recipe setup
•LimitsEditor: Program for alarm and warning limit setup for sensor classes
•LangSwitch: Program to set the language of the FacilityPro SCADA tools

Page 1-2 FacilityPro Software User Guide

System Requirements Chapter 1 Overview

System Requirements
The following are minimum operating system (OS) specifications for compatibility
with the FacilityPro SCADA system:
• SCADA and Terminal Server OS: Windows Server 2016 Standard 64-bit
• Clients: Windows 10 Standard 64-bit

Installation
The C:\ drive should be used for application installation only. The E:\ drive should be
used for the database directory.

Configuration
The SCADA server uses an auto-login operating system where the SCADA workspace is
virtualized. In an active workspace, only iFix administrators will be able to access the
OS. iFix users will not have access. In an active directory, iFix users can be added with
operating-only permissions on the domain.

FacilityPro Software User Guide Page 1-3

Chapter 1 Overview Electronic Signature

Electronic Signature
The Electronic Signature feature is a SCADA control that applies password protection
for performance of an operation or a change of critical value for the system.
Presentation of the window for Electronic Signature is context-sensitive for certain
tasks that the logged-in user performs with FacilityPro software. These tasks include:
• Alarm management 
(see Acknowledge an Alarm on page 6-8)
• Recipe management 
(see Create a New Recipe on page 3-5 and Edit an Existing Recipe on page 3-5)
• Begin or stop sampling 
(see Schedule a Sampling on page 4-4 and Edit a Scheduled Sampling on page 4-6)
• Channel ON/OFF management 
(see Table 2-2 Main Page window components on page 2-5 and Table 5-1
Customized Map window for Particle Module on page 5-2)
• Change sampling point descriptions in the Sensors Editor window 
(see Sensors Editor on page 7-5)
• Shutdown or restart the Facility Pro SCADA server or your FacilityPro client PC 
(see Shut Down the System on page 7-32)

Electronic Signature window

In the Electronic Signature window (see Figure 1-2), the user confirms launching the
transaction by entering a valid username and password.

The System stores the following information for

Electronic Signature events:
• Operation type
• Old and modified values
• Account
• Comment
This event data can be accessed through the Audit
Trail from the Report window (see Reports available
through the Report window on page 8-1).

Figure 1-2 Electronic Signature window

Page 1-4 FacilityPro Software User Guide

Chapter 2
Get Started

FacilityPro software runs as a dedicated desktop on the FacilityPro server and client
PCs, if present.

System Start-Up
At power-up of the primary SCADA server and at subsequent power-up of a client PC,
the FacilityPro software application launches automatically and displays the Main
Page window for the FacilityPro software application (see Figure 2-1) with the default
user logged in (username Nobody).

NOTE: To work with the FacilityPro software interface you will need to
log out the user Nobody and log in as an authorized user (see Log
In on page 2-11).

Title of the current window

Display area for the current window

Buttons for
accessing
windows

Figure 2-1 FacilityPro Main Page window

FacilityPro Software User Guide Page 2-1

Chapter 2 Get Started System Start-Up

Components of the FacilityPro software screen

Header information in the FacilityPro software screen
The top of the FacilityPro screen displays the following information about the logged-
in user and the title of the window currently displayed in the central area of the screen:
• logo
• window title – The name of the window currently displayed
• server name – The name of the FacilityPro server
• system state – Current status of the FacilityPro System (center display area)
• date and time – Current date and time, in the format mm/dd/yyyy or dd/mm/yyyy
and hh.mm.ss on the 12-hour clock
• station ID – Displays the identification number for the workstation
• user name – The name of the user currently logged in
• group name – The name of the group the user currently logged in belongs to

Central area in the FacilityPro software screen

The central area of the FacilityPro screen displays one of several windows used to
monitor or configure the FacilityPro Environmental Monitoring System. At start-up, the
Main Page window displays in the central area of the FacilityPro screen. Navigating to
a different window requires clicking one of the buttons at the bottom of the FacilityPro
screen (described in Table 2-1, below).

Buttons row in the FacilityPro software screen

The bottom of the FacilityPro screen (see Figure 2-1 on page 2-1) has a row of buttons
for accessing those windows and for logging in or logging out. Access is governed by
the logged-in user’s privileges.
The components of the FacilityPro screen are described in Table 2-1.
Table 2-1 Components of the FacilityPro screen
Component Description
Window title area The title of a window displays across the top
of the screen.
User and Group area In the upper-right corner, the User and Group
are displayed for the user currently logged in.
The user “Nobody” is logged in at start-up.
Central area: current window One of the windows used to monitor or
configure the FacilityPro Environmental
Monitoring System.

Popup Alarms button

Click this button to display a listing of alarms
in an overlay pane over the bottom fifth of the
FacilityPro screen (described in Pop-Up
Alarms on page 6-11 in Chapter 6 Alarms).

Page 2-2 FacilityPro Software User Guide

System Start-Up Chapter 2 Get Started

Table 2-1 Components of the FacilityPro screen (Continued)

Component Description

Main button
Click this button to display the Main Page
window (described in Main Page Window on
page 2-4).

Map windows are navigated to from the Main

Page (described in Chapter 5 Sampling Point
Information).
Click this button to display the Recipes
Recipes button
window (described in Chapter 3 Recipes).
Click this button to display the Sampling
Sampling button
window (described in Chapter 4 Sampling).

Alarms button
Click this button to display the Alarms window
(described in Chapter 6 Alarms).

System button
Click this button to display the System window
(described in Chapter 7 System Tasks).

Report button
Click this button to display the Report window
(described in Chapter 8 Reports).

Report button
Click this button to manually log an event with
the Electronic Signature.
Log-in button Click this button to display the Login window
(described in Log In on page 2-11).

Log-out button
Click this button to log out the current user
(described in Log Out on page 2-11).

Aaaaa button
A customer-specific button may also be
available.

FacilityPro Software User Guide Page 2-3

Chapter 2 Get Started Main Page Window

Main Page Window

The Main Page window (see Figure 2-2) is a display-only window that contains a
floorplan drawing showing the locations of the sensor modules connected to the
FacilityPro Environmental Monitoring System.

Sensor Information areas

Floorplan drawing of a room

Sensor locations

Figure 2-2 Main Page window showing locations of sensors in one room
and tables with sensor information
The locations of modules are indicated as follows:
Biological channels – Indicated by an oval .
Sensor modules – Indicated by a solid rectangle .
The color of a circle or rectangle indicates the current status of the module. 
See Table 2-3 Channel Status Legend window components on page 2-10 for descriptions
of what a particular color indicates about the status of a module.
The information displayed in a Sensor Information area for each sensor module in
the FacilityPro System includes:
• Sensor location
• Sensor status indicated by a colored status oval (see Table 2-3 on page 2-10)
• Sensor information area
The components of the FacilityPro Main Page window are described in Table 2-2 on
page 2-5.
>> To open the Main Page window:
• Click the Main button at the bottom of the FacilityPro screen.
The Main Page window appears showing the floorplan and sensor locations (see
Figure 2-2).

Page 2-4 FacilityPro Software User Guide

Main Page Window Chapter 2 Get Started

A floorplan drawing in the Main Page window may be partitioned into several rooms
to allow better visualization of sensor module locations when you click on a room to
zoom in on it.
>> To zoom in on a particular room in a floorplan on the Main Page window:
1 Click on the room.
The floorplan of the room displays in the center of the Main Page window and the
Sensor Information areas (see Table 2-2 on page 2-5) display on the left and right
sides of the window.
2 To return to the full floorplan view, click the Main button at the bottom of
the FacilityPro screen.
The full floorplan displays in the Main Page window.
Table 2-2 Main Page window components
Component Description
Floorplan area Displays in the floorplan drawing in the center of the window:
• The custom ID of each sensor displays next to its physical location.
• A colored status oval or rectangle displays next to the sensor ID (see Channel
Status Legend window on page 2-9).
• Colored lines connect between the physical location of a sensor on the floor plan
and its corresponding information display in the left or right side of the window.
>> Click a room in the floorplan to zoom in on that room.
Sensor Information areas The Sensor Information areas are display-only.

FacilityPro Software User Guide Page 2-5

Chapter 2 Get Started Main Page Window

Table 2-2 Main Page window components (Continued)

Component Description
Airnet II, ID A unique sensor ID (S01,S02, ...)
IsoAir 310P, or
Lasair III table State The current status of the sensor:
• Idle
• Starting/Stopping/Waiting/Warming up
• Cleaning
• Sampling
• Pause
• Delayed start
• Warning
• Alarm
(See Channel Status Legend window on page 2-9
for status categories.)
Part > 0.5 µm/CM n Part The number of particles > 0.5 µm diameter
currently counted in 1 cubic meter.
Part > 5.0 µm/CM n Part
The number of particles > 5.0 µm diameter
currently counted in 1 cubic meter.
Volume (liters) or Clean
Time (Sec) when State is Volume: The amount of volume sampled in liters.
Cleaning Clean Time: The elapsed time the sensor has
cleaned prior to sampling.
Sampl. Mode
The mode for the sampling:
• At Rest
• Operational
Flow Alarm
The flow alarm indicates FacilityPro has sensed
that flow is either too high or too low based on
the sensor’s flow definitions. Caused by a physical
Com Alarm problem with the vacuum.
The communication alarm. Indicates the sensor is
Laser Alarm not connected and/or not responding.
The laser alarm indicates there is a problem with
Power button the laser in the sensor.
• Manual ON/OFF button – 

When in the OFF position, click this button to

turn the particle counter ON. The Electronic
Signature window will appear (see Electronic
Signature on page 1-4).


When in the ON position, click this button to

turn the particle counter OFF. The Electronic
Signature window will appear (see Electronic
Signature on page 1-4).

Page 2-6 FacilityPro Software User Guide

Main Page Window Chapter 2 Get Started

Table 2-2 Main Page window components (Continued)

Component Description
Additional Sensor Information can be displayed by clicking the white arrow on the right side of the window to open a
pop-up Alarm limit pane. L1 and L2 are taken from the Limits Editor Limit Level values for Alarm level 1 and Alarm
level 2.

BioCapt table Displays the following information:

ID A unique Sensor ID (B01,B02….)

State The current status of the sampler:
• Idle
• Starting/Stopping/Waiting/Warming up
• Sampling
• Pause
• Delayed start
• Warning
• Alarm
(See Channel Status Legend window on page 2-9
for status categories.)
Actual Flow n l/m
The present value of the flow rate on the line.
Mean Flow
The average flow rate on the line.
Flow S. Dev.
The standard deviation of the flow rate.
Volume (liters)
The current volume of sampled air in liters.
Fraction
For a Biological Module, it is possible to divide the
sample into different fractions. Enter the desired
Pause (min)
number of fractions (range 1 to 60 fractions).

The time delay between two fractions. Fractions

are broken into one-minute samples, requiring
Sampling Mode between 2 - 120 minute intervals between
samplings.

The mode for the sampling:

• Continuous
Com Alarm • Time
• Volume

Flow Calibration Alarm The communication alarm. Indicates the sampler

is not connected and/or not responding.

The low air flow alarm. Indicates air flow has

fallen below the low threshold set up in the
FacilityPro Processor Module at installation.

FacilityPro Software User Guide Page 2-7

Chapter 2 Get Started Main Page Window

Table 2-2 Main Page window components (Continued)

Component Description
Power button Manual ON/OFF button –

• When in the OFF position, click this button to

turn the biological sampler ON. The Electronic
Signature window will appear (Electronic Signature
on page 1-4).

When in the ON position, click this button

to turn the biological sampler OFF. The Electronic
Signature window will appear (see Electronic
Signature on page 1-4).
Click the Legend button at the bottom left of the Main Page window to
Legend button
display the Channel Status Legend window (see Channel Status Legend
window on page 2-9).

Page 2-8 FacilityPro Software User Guide

Main Page Window Chapter 2 Get Started

Channel Status Legend window

The Channel Status Legend window (see Figure 2-3) is a display-only window that
defines the meanings of the shapes and colors used to indicate channel status on the
Main Page window.
>> To open the Channel Status Legend window:

1 Click the Legend button near the bottom left of the Main Page window.
The Channel Status Legend window appears (see Figure 2-3).
The components of the Channel Status Legend window are described in Table 2-3.

Figure 2-3 Channel Status Legend window

FacilityPro Software User Guide Page 2-9

Chapter 2 Get Started Main Page Window

Table 2-3 Channel Status Legend window components

Component Description
Biological column Displays the explanations for the status colors for the ovals displayed on the
floorplan drawing in the Main Page window for Biological samplers.
Idle (White) – The sampler is not currently sampling.

Starting/Stopping/Waiting…/Warming up (Light green) – The sampler is

in a pre-sampling condition, that is, it is either starting, stopping, waiting, or
warming up.

Sampling (Green) – The sampler is currently sampling.

Pause (Blue) – The sampling run for the sampler has been paused.

Delayed start (Pink) – The start time for sampling has been intentionally
delayed for a later start.

Warning (Yellow) – The flow rate is approaching the threshold.

Alarm (Red) – The flow rate crossed the threshold or another alarm
condition has occurred.
Particle column Displays the explanations for the status colors for the rectangles displayed on the
drawing in the Main Page window for particle sensors.
Idle (White)
The sensor is not currently sampling.
Starting/Stopping/Waiting…/Warming up (Light green)
The sensor is in a pre-sampling condition, that is, it is either starting,
stopping, waiting, or warming up.
Sampling (Green)
The sensor is currently sampling.
Delayed Start (Pink)
The start time for sampling has been intentionally delayed for a later start.
Warning (Yellow)
The number of particles sampled is approaching the threshold set in the
Sensors Editor.
Alarm/Fault (Red)
The number of particles sampled has crossed the threshold set in the Limits
Editor or a sensor fault has occurred. It is recommended to halt the
sampling and determine why so many particles are present.
Click this button to close the Channel Status Legend window.
Close
button

Page 2-10 FacilityPro Software User Guide

Log In Chapter 2 Get Started

Log In
At system start-up, the FacilityPro Main Page window displays with the default user
(username Nobody) logged in. In order to interact with the FacilityPro application, a
user is expected to log in with their username and password, as the default user has
limited access to the features in the FacilityPro application.
Management of user privileges, usernames, and passwords for access to FacilityPro
features is described in Chapter 9 User Management.

Login window
>> To log in to FacilityPro:
1 Click the Log-in button at the bottom of the FacilityPro screen.
The Login window appears (see Figure 2-4).

Figure 2-4 Login window

2 In the Name field, enter your username.
3 In the Password field, enter your password.
4 Click the Login button.
Your username will display at the top right corner of the FacilityPro screen.

NOTE: If another user is currently logged in, the Login window displays the
Log-out button, which you need to click before you can log in.
For more information on managing users, see Chapter 9 User Management.

Log Out
>> To log out the current user:
1 Click the Log-out button at the bottom of the FacilityPro screen.
FacilityPro logs out the current user.

NOTE: DO NOT log off of the system by clicking the Log-in button and then
using the Log-out button in the Login window.

FacilityPro Software User Guide Page 2-11

Chapter 2 Get Started Log Out

This page is intentionally left blank.

Page 2-12 FacilityPro Software User Guide

Chapter 3
Recipes

The FacilityPro Recipes Editor window (see Figure 3-1) is used to create, edit, and
delete recipes for running the FacilityPro System. A recipe defines a group of sensors
selected to sample at the same time.

Recipes Editor Window

>> To open the Recipes Editor window:
• Click the Recipes button at the bottom of the FacilityPro screen.
The Recipes Editor window appears (see Figure 3-1).

Figure 3-1 FacilityPro Recipes Editor window

The components of the Recipes Editor window are described in Table 3-1 on page 3-2.

FacilityPro Software User Guide Page 3-1

Chapter 3 Recipes Recipes Editor Window

Table 3-1 Recipes Editor window components

Component Description
Available recipes dropdown list This list contains the names of all currently defined recipes.
When you select the recipe you want to work with, the
recipe name displays in the Current recipe name field and
the recipe definition displays in the spreadsheet area.
Current recipe name field Displays the name of the recipe currently being viewed.
Load button Click this button to view the recipe selected in the Available
recipes field so you can modify its definition.
Delete button Click this button to delete the recipe selected in the Current
recipe name field.
Save button Click this button to save a recipe that is new or is being
modified.
New Recipe button Click this button to begin defining a new recipe.

Cancel button Click this button to exit the new recipe mode or the modify
recipe mode and enable the Available recipes field and
the Load button.

History button Select a recipe from the Available recipes field, then click
this button to open a report window that shows the
definition of the selected recipe and has a
Print button for sending a copy of the report to the printer.
Sensors area Contains a check box for each sensor in the system.
sensor n check boxes
• When checked, the sensor can be added to a recipe.

• When not checked, the sensor will not be added to a

recipe.

Select All button Click this button to quickly place a checkmark in all the
sensor check boxes.

Deselect All button Click this button to quickly remove the checkmark from
all the sensor check boxes.

After a recipe has been selected from the Available recipes

Add selected sensors to recipe button field or the New Recipe button has been
clicked, AND one or more sensor check boxes is
checked, click this button to add the checked sensors to the
recipe.

Page 3-2 FacilityPro Software User Guide

Recipes Editor Window Chapter 3 Recipes

Table 3-1 Recipes Editor window components (Continued)

Component Description
Channels (BIO) area Contains a check box for each BIO sampler in the system.
BIO channel n check boxes
• When checked, the BIO sampler can be added to a
recipe.

• When not checked, the BIO sampler will not be added

to a recipe.
Select All button
Click this button to quickly place a checkmark in all the
BIO sampler check boxes.
Deselect All button
Click this button to quickly remove the checkmark from
all the BIO sampler check boxes.

After a recipe has been selected from the Available recipes

Add selected sensors to recipe button field or the New Recipe button has been
clicked, AND one or more BIO sampler check boxes is
checked , click this button to add the checked BIO
samplers to the recipe.
Channels (Analog) area Contains a check box for each Analog sensor in the system.
Analog channel n check boxes
• When checked, the Analog sensor can be added to a
recipe.

• When not checked, the Analog sensor will not be

added to a recipe.

Select All button Click this button to quickly place a checkmark in all the
Analog sensor check boxes.

Deselect All button Click this button to quickly remove the checkmark from
all the Analog sensor check boxes.

After a recipe has been selected from the Available recipes

Add selected sensors to recipe button field or the New Recipe button has been
clicked, AND one or more Analog sensor check boxes is
checked , click this button to add the checked BIO
sensors to the recipe.

FacilityPro Software User Guide Page 3-3

Chapter 3 Recipes Recipes Editor Window

Table 3-1 Recipes Editor window components (Continued)

Component Description
Recipes spreadsheet fields Each row shows information and data entry fields for a
single sensor

ID column Displays the short identification number of a sensor.

Description column Sensor description. Note: This is overwritten by pneumatic

channel descriptions.

Mode column Select the sampling mode for the recipe:

• Continuous
• Time
• Volume

Length (min) column When the Mode is set to Time, enter the duration of the
sampling in minutes.

Volume (liters) column When the Mode is set to Volume, enter the amount of air to
be sampled (in liters).

Fractions column For a Biological Module, it is possible to divide the sample

into different fractions. Enter the desired number of
fractions (range 1 to 20 fractions).

Pause (min) column Enter the number of minutes to pause before sampling.

Delayed start column Select Yes to set a delay on the start-up of sampling, then
enter the delay in the Delay (min) column.

Delay (min) column When Yes is entered in the Delayed start column, enter the
length of the delay (range 1 to 480 minutes).

Clean Time (min) column It is possible to set the cleaning time at the start of the
sampling.
• Only pump is driven in order to clean the vacuum line.
• During this time, the system does not handle warnings
and alarms.
Status bar Displays the status of the connection to the FacilityPro
Processor Module:
• Connected – Indicates FacilityPro software application is
connected to the FacilityPro Processor Module.
• Disconnected – Indicates FacilityPro software
application is disconnected from the FacilityPro
Processor Module.
Click this button to close the Recipes Editor window and
Close button
return to the Main Page window.

Page 3-4 FacilityPro Software User Guide

Create a New Recipe Chapter 3 Recipes

Create a New Recipe

>> To create a new recipe:
1 Log in as a user with Administrator privileges.
2 Open the Recipes Editor window as described on page 3-1.

3 Click the New Recipe button.

4 In the Current recipe name field, enter a unique name for the new recipe.
5 Place a checkmark in the check box for each sensor to include in the new recipe.

6 Click the Add selected recipe to sensors button.

7 Configure samples for single points.

8 Click the Save button.

The Recipe electronic signature window appears.
9 Perform the electronic signature to save the recipe (see Electronic Signature on
page 1-4).

Edit an Existing Recipe

>> To edit a recipe:
1 Open the Recipes Editor window as described on page 3-1.
2 From the Available recipes dropdown list, select the recipe you want to edit.

3 Click the Load button.

The system loads the recipe’s configuration.
4 Make the edits to the recipe.
(Use the procedure suggested in Create a New Recipe on page 3-5).

5 When editing is complete, click the Save button.

The Recipe electronic signature window appears.
6 Perform the electronic signature to save the recipe (see Electronic Signature on
page 1-4).

FacilityPro Software User Guide Page 3-5

Chapter 3 Recipes Delete an Existing Recipe

Delete an Existing Recipe

>> To delete a recipe:
1 Open the Recipes Editor window as described on page 3-1.
2 From the Available recipes dropdown list, select the recipe you want to delete.

3 Click the Delete button.

The system displays a confirmation window (see Figure 3-2).

Figure 3-2 Recipes Editor confirm delete dialog box

4 To confirm the deletion, in the confirmation window:
a. Click the Yes button.
b. Perform the electronic signature to remove the recipe from the system (see
Electronic Signature on page 1-4).

Page 3-6 FacilityPro Software User Guide

Chapter 4
Sampling

The FacilityPro Sampling Editor window (see Figure 4-1) is used to schedule
sampling times for running specific recipes.

Sampling Editor Window

The Sampling Editor window allows you to schedule a sampling and displays a list of
all samplings planned or currently running.
>> To open the Sampling Editor window:

• Click the Sampling button at the bottom of the FacilityPro

screen.
The Sampling Editor window appears (see Figure 4-1).

Figure 4-1 FacilityPro Sampling Editor window

FacilityPro Software User Guide Page 4-1

Chapter 4 Sampling Sampling Editor Window

The components of the Sampling Editor window are described in Table 4-1 on page
4-2.
Table 4-1 Sampling Editor window components
Component Description
Click this button to view the first page.
First Page button
Click this button to view the previous page.
Previous Page button
Next Page button Click this button to view the next page.

Click this button to view the last page.

Last Page button
Click this button to open the Sampling editor dialog box
Insert button
where you can schedule a new sampling run (see Schedule a
Sampling on page 4-4).
Click this button to open the Sampling editor dialog box
Edit button
where you can modify a scheduled sampling (see Edit a
Scheduled Sampling on page 4-6).
Click this button to delete the recipe selected in the Current
Delete button
recipe name field.
Click this button to stop the sampling run.
Abort button
Click this button to open the Custom fields configuration
Configuration button
window where you can manage definitions available to apply
to a sampling (see Configuring Custom Fields to Apply to a
Sampling on page 4-7).
Click this button to close the Sampling Editor window and
Close button
return to the Main Page window.

Page 4-2 FacilityPro Software User Guide

Sampling Editor Window Chapter 4 Sampling

Table 4-1 Sampling Editor window components (Continued)

Component Description
Samplings Table The Samplings Table lists information for the samplings
currently scheduled.
Index column The sequential number automatically assigned when the
sampling was scheduled.
Recipe column The name of the recipe that will run during the sampling.
Start Time column The date and time the sampling will take place in the format 
mm/dd/yyyy or dd/mm/yyyy and hh:mm:ss AM or PM.
Status column The current state of the sampling:
• Idle – The sampling program has not been run.
• Running – Indicates the sampling program is currently
running.
• Stopping – The sampling program is stopping.

User column The name of the user that scheduled the sampling.

Group column The name of the group that contains the user that scheduled
the sampling.
Note column Comments included when the sampling was created.

Mode column The mode assigned to the sampling. Ex. Operational, At

Rest, Normal Operation, Custom.

FacilityPro Software User Guide Page 4-3

Chapter 4 Sampling Schedule a Sampling

Schedule a Sampling
Scheduling a sampling using the Sampling Editor window involves defining the fields
of the Sampling editor dialog box such as:
• Selection of an existing recipe
• A Batch Number
• Date and time the sampling should begin
• Mode for the sampling
• Comments
and performing the Electronic signature

Sampling editor dialog box

Figure 4-2 Sampling on input editor dialog box

The components of the Sampling on input editor dialog box for scheduling a
sampling are described in Table 4-2.
Table 4-2 Sampling on input editor dialog box
Component Description
Select recipe list Lists the recipes available so you can select the one to use in the
sampling.
Batch Number field Defines a number for the sampling.
Process list Lists process types so you can select the one to use in the
sampling.
Input notes field Defines notes to include in the Sampling Report.
Select start date and time field The date field defines the day of the year to begin the sampling.
Click in the field to display a calendar from which you can select
the desired date.
The time field defines the time of day to begin the sampling.
Sampling mode list Lists the operating modes so you can select the one to apply to
the sampling (ex: Operational, At Rest, Normal Operation,
Custom).

OK button Click this button of save the new sampling schedule and close
the Sampling on input editor dialog box.
Cancel button Click this button to close the Sampling on input editor dialog
box without scheduling a sampling.

Page 4-4 FacilityPro Software User Guide

Abort a Sampling Event Chapter 4 Sampling

>> To select and start an existing sampling recipe:

1 Click the Insert button at the top of the Sampling Editor window.
The Sampling editor dialog box appears (see Figure 4-2 on page 4-4).
2 In the Select recipe field of the Sampling on input editor dialog box, select the
recipe you want to use for the sampling.
3 If desired, in the Batch Number field, enter a Batch number to include in the
Sampling Report. 
Optional; see Custom fields configuration window on page 4-7.
4 From the Process field list box, select the type of process to include in the Sampling
Report (ex: Cleaning, Other).
Optional; see Custom fields configuration window on page 4-7.
5 If desired, in the Input notes: field, enter notes to include in the Sampling Report.
6 From the Select start date and time: fields, select the day and time the recipe
should begin sampling.
7 From the Sampling Mode dropdown list, select the operating mode in which to start
the sampling (ex: Operational, At Rest, Normal Operation, Custom).
8 Click the OK button in the Sampling on input editor dialog box.
9 Perform the electronic signature to start the sampling (see Electronic Signature on
page 1-4). 
The new sampling definition appears in the Samplings Table list.

Abort a Sampling Event

>> To abort a sample:
1 Open the Sampling Editor window as described on page 4-1.
2 In the Recipe column, select the sampling you want to abort.
3 Click the Abort button.
4 Perform the electronic signature to abort the sampling (see Electronic Signature on
page 1-4).
The sampling run is stopped.

FacilityPro Software User Guide Page 4-5

Chapter 4 Sampling Edit a Scheduled Sampling

Edit a Scheduled Sampling

You can change a sample that has already been programmed. Time, date and
sampling mode are changeable and new record can be saved with an electronic
signature.
>> To edit a sampling event in the Sampling Editor window:
1 Open the Sampling Editor window as described on page 4-1.
2 In the Recipe column, select the sampling you want to edit.

3 Click the Edit button.

The Sampling editor dialog box appears (see Figure 4-2 on page 4-4).
4 In the Sampling editor dialog box, make the changes to the scheduled departure of
the recipe.
5 Click the OK button in the Sampling editor dialog box.
6 Perform the electronic signature to update the configuration (see Electronic
Signature on page 1-4).

Delete a Scheduled Sampling

>> To delete a sampling event in the Sampling Editor window:
1 Open the Sampling Editor window as described on page 4-1.
2 In the Recipe column, select the sampling you want to delete.

3 Click the Delete button.

The sampling definition disappears from the table in the Sampling Editor window.

Page 4-6 FacilityPro Software User Guide

Configuring Custom Fields to Apply to a Sampling Chapter 4 Sampling

Configuring Custom Fields to Apply to a Sampling

A user with administrator privileges can use the Custom fields configuration window
(see Figure 4-3) to define fields that are available in the Sampling editor dialog box
(see Sampling editor dialog box on page 4-4), the dialog box where you schedule a
sampling.

Custom fields configuration window

Figure 4-3 Custom fields configuration window

Table 4-3 describes the components of the Custom fields configuration window.
Table 4-3 Components of the Custom fields configuration window
Attribute Description
Close Window button Click this button to close the Custom fields
configuration window.
Click this button to view the first row in the table.
View First Row button

Click this button to view the previous row in the table.

View Previous Row button

Click this button to view the next row in the table.

View Next Row button

Click this button to view the last row in the table.

View Last Row button

Click this button to view the previous field in the table.

View Previous Field button
Click this button to save changes to the Custom fields
Save Changes button
configuration window.
Click this button to undo changes to the Custom fields
Cancel Changes button
configuration window.
Filter Definition row
Display Name field Defines the label for the first field below the Select
Recipe field in the Sampling editor dialog box. For
example, this label was defined as Batch Number in
Figure 4-2 on page 4-4.

FacilityPro Software User Guide Page 4-7

Chapter 4 Sampling Configuring Custom Fields to Apply to a Sampling

Table 4-3 Components of the Custom fields configuration window (Continued)

Attribute Description
Enabled list field Enables or disables the display of the field in the
Sampling editor dialog box.
• True – Causes the field to be displayed in the
Sampling editor dialog box with the label defined in
the Display Name field.
• False – Prevents the field from being displayed in the
Sampling editor dialog box.
Editable list field Enables or disables editing of the field in the Sampling
editor dialog box.
• True – Causes the field to be edited by the user in the
Sampling editor dialog box.
• False – Prevents the field from being edited by the
user in the Sampling editor dialog box.
DefaultEntries Defines values for a list box that will display for the
field. Use a comma-delimited string of values.

>> To define custom fields for the Sampling editor dialog box:
1 Open the Sampling Editor window as described on page 4-1.
2 Click the Configuration button at the bottom of the Sampling Editor
window.
The Custom fields configuration window appears (see Figure 4-3 on page 4-7).
3 In the Custom fields configuration window, define the display label for the field:
a. Click in the Display Name column for the field you want to work with.
b. Type the text to use as the name of the field.
4 In the Custom fields configuration window, set True/False for whether to display
the field in the Sampling Editor window:
a. Click in the Enable column for the field you want to work with.
b. From the list box, select:
• True – Causes the field to be displayed in the Sampling editor dialog box with
the label defined in the Display Name field.
—OR—
• False – Prevents the field from being displayed in the Sampling editor dialog
box.
5 In the Custom fields configuration window, set whether the field will allow text
data entry:
a. Click in the Editable column for the field you want to work with.
b. From the list box, select:
• True – Causes the field to be edited by the user in the Sampling editor dialog
box.

Page 4-8 FacilityPro Software User Guide

Configuring Custom Fields to Apply to a Sampling Chapter 4 Sampling

• False – Prevents the field from being edited by the user in the Sampling editor
dialog box.
6 When the value in the Editable column for the field has been set to False in the
Custom fields configuration window, you can define the names for choices to
display in a list box for the field.
a. Type the first value.
b. Type a comma.
c. Type the next value.
d. And so forth.
The values must be typed as a comma-separated list without a space after a
comma.
7 Click the Save Changes button in the Custom fields configuration window to
save your changes.
8 Click the Close Window button to close the Custom fields configuration
window.
9 The custom fields will display the next time the Sampling editor dialog box is
opened.

FacilityPro Software User Guide Page 4-9

Chapter 4 Sampling Configuring Custom Fields to Apply to a Sampling

This page is intentionally left blank.

Page 4-10 FacilityPro Software User Guide

Chapter 5
Sampling Point Information

The FacilityPro Sampling Point Information windows (see Figure 5-1) are used to view real-
time information for each sampling point of instruments connected to the system:
• Particle counter (see Particle Module Values on page 5-2)
• Biological module (see Biological Channel Values on page 5-4)
• Analog module (see Analog Module Values on page 5-6)

Sampling Point Information display

When an area is selected on the Main page, a window will open to display all sensor
information for that area.
>> To open a Sampling Point Information window:

• Click the Main button at the bottom of the FacilityPro screen. Then click on a
specific sampling point.
A window with sampling point information appears (see Figure 5-1).

Figure 5-1 FacilityPro window showing information panels for particle sensors
Window components are described in Table 5-1.

FacilityPro SCADA Software Operations Manual Page 5-1

Chapter 5 Sampling Point Information Sampling Point Information display

Particle Module Values

Table 5-1 Customized Map window for Particle Module

Component Description
Module Sub-Title • Displays a brief description of the current state of the modules, for
example: Idle.
Particle Counter  • Title bar – Displays a short description (S01,S02,…): Long
sampling point information description.
• State –Displays the status of the sampling point:
• Idle – Point ready
• Starting – Point at the start
• Sampling – Point in sampling
• Stopping – Point at the end of sampling
• Waiting – The system has processed the command and it is
waiting the response from the sensor
• Fault – System alarm for the sensor (flow, communication, laser,
etc).
• Cleaning – (only for particle counting) Sensor ON, but without
acquisition of data and generation of alarms
• Particles > 0.5µm/CF (cubic foot) – Displays the counts of particles
Figure 5-2 Sampling point – Particle with size > 0.5 µm in a ft3.
counters • Particles > 5.0µm/CF (cubic foot) – Displays the counts of particles
with size > 5.0 µm in a ft3.
• Particles > 0.5µm/CM (cubic meter) – Displays the counts of
particles with size > 0.5µm in a m3.
• Particles > 5.0µm/CM (cubic meter) – Displays the counts of
particles with size > 5.0 µm in a m3.
• Volume – The amount of air sampled in liters.
• Samp. mode – (Operational, Volume, Time, or Continuous) –
Displays the sampling mode in effect.
• Sensor Class – User-specified classification of sensor (ex. A, B, ISO
5, etc.)
• Flow Alm – Flashing red indicates the presence of a flow alarm,
which means a fault in the vacuum line to the sensor.
• Com Alm – Flashing red indicates the a communication alarm.
which means the sensor is not connected and/or not responding.
• Laser Alm – Flashing red indicates the presence of a laser alarm,
which means the laser inside the sensor has faulted.
• Manual ON/OFF button – 

button – When in the OFF position, click this button to turn

the particle counter ON. The Electronic Signature window will

appear.

• button – When in the ON position, click this button to turn

the particle counter OFF. The Electronic Signature window will

appear.
• Serial Number – Displays the particle counter’s serial number.
• Calibration Date – Displays the particle counter’s calibration date.

Page 5-2 FacilityPro SCADA Software Operations Manual

Sampling Point Information display Chapter 5 Sampling Point Information

Table 5-1 Customized Map window for Particle Module (Continued)

Component Description
Additional Sensor Information can be displayed by clicking the white arrow on the right side of the window to
open a pop-up Alarm limit pane. L1 and L2 are taken from the Limits Editor Limit Level values for Alarm
level 1 and Alarm level 2.
Manifold Pressure Optional map customization object.
Current vacuum pressure in the main FacilityPro manifold (in
kiloPascals).

FacilityPro SCADA Software Operations Manual Page 5-3

Chapter 5 Sampling Point Information Sampling Point Information display

Biological Channel Values

Figure 5-3 Biological Module view in the Customized Map window

The components of the Biological Module view in the Customized Map window are described
in Table 5-2 on page 5-5. Items in this view are customizable and may appear differently than
shown above.

Page 5-4 FacilityPro SCADA Software Operations Manual

Sampling Point Information display Chapter 5 Sampling Point Information

Table 5-2 Customized Map window for Biological Module

Component Description
Module Sub-Title • Displays a brief description of the current state of the modules, for example: Idle.
Biological Module  • Title bar – Displays a short description (B01,B02,…): Long description.
sampling point information • State – Displays the status of the sampling point:
• Idle – Point ready
• Starting – Point at the start
• Sampling – Point in sampling
• Stopping – Point at the end of sampling
• Waiting – The system has processed the command and it is waiting the response
from the sensor
• Fault – System alarm for the sensor (flow, communication, laser, etc).
• Actual Flow – Displays the line’s flow rate in l/m.
• Mean Flow – Displays the average of flow rate in l/m.
• Flow S. Dev. – Displays the standard deviation of flow rate.
• Volume – The amount of air sampled in liters.
• Fraction ... out of – Displays the number of Fractions set / Fractions to reach
Figure 5-4 Sampling point – • Pause (min) – Displays the time delay between two fractions.
Biological • Sampling mode – Displays the sampling mode in effect (Volume, Time, or
Continuous).
• Com Alarm – Flashing red indicates the a communication alarm. which means the
sensor is not connected and/or not responding.
• Flow Calc Alarm – Flashing red indicates the loss of pressure to the sensor.
• Manual ON/OFF button – 

button – When in the OFF position, click this button to turn the biological

sensor ON. The Electronic Signature window will appear (see Electronic
Signature on page 1-4).


button – When in the ON position, click this button to turn the biological

sensor OFF. The Electronic Signature window will appear (see Electronic
Signature on page 1-4).
Manifold Pressure Optional map customization object.
Current vacuum pressure in the main FacilityPro manifold (in kiloPascals).

FacilityPro SCADA Software Operations Manual Page 5-5

Chapter 5 Sampling Point Information Sampling Point Information display

Analog Module Values

Figure 5-5 Analog Module view in the Customized Map window

The components of the Analog Module are described in Table 5-3.
Table 5-3 Customized Map window for Analog Module
Component Description
ID column Displays the output’s identification number.
Description column Displays a description of the output type.
Value column Displays the output’s value.
Units column Displays the units for the output’s value.

Page 5-6 FacilityPro SCADA Software Operations Manual

Chapter 6
Alarms

The FacilityPro Alarms window (see Figure 6-1) is used to acknowledge an alarm. Data that is
saved with each alarm include the following:
• Alarm description (can be translated)
• Timestamp
• Acknowledgement user
• Acknowledgement comments

Alarms Window
>> To open the Alarms window:
• Click the Alarms button at the bottom of the FacilityPro screen.
The Alarms window appears (see Figure 6-1).

Figure 6-1 FacilityPro Alarms window

The components of the Alarms window are described in Table 6-1 on page 6-2.

FacilityPro SCADA Software Operations Manual Page 6-1

Chapter 6 Alarms Alarms Window

NOTE: The information that displays in the table in the Alarms window is the same
information that displays in the table in the Popup Alarms pane (see Pop-
Up Alarms on page 6-11).

Table 6-1 Alarms window components

Component Description
Alarm data table
Timestamp column Displays the last day the alarm was triggered in the format mm/dd/yyyy
or dd/mm/yyyy hh:mm:ss on the 24-hour clock.
For example, 26/07/2018 18:30:00 (July 26, 2018 6:30 PM).
Alarm description column Displays the alarm description
Area column Describes the location of the alarm in the system
Alarm value column Current value associated with the alarm. Values associated with the alarm
are editable in the PMS Alarms and Events Editor (see). The following
values are possible:
• OK – Alarm has been deactivated.
• ALARM – Alarm is still active.
• OPEN – Door associated with digital input has been opened.
• CLOSE – Door associated with digital input has been closed.
• START – Action associated with alarm has started.
• END – Action associated with alarm has ended.
• DEBUFFERING – FacilityPro processor is debuffering. Only associated
with the FacilityPro Debuffering alarm by default.
Alarm state column Describes the alarm activity and acknowledgment status. Possible values
are:
• Active (RED) – Active, unacknowledged alarm
• Acknowledged (PURPLE) – Active, acknowledged alarm
• Unacknowledged (GRAY) – Unacknowledged, inactive alarm. Once
acknowledged, the inactive alarm is removed from the Alarms list.
Ack Selected button Acknowledges all selected alarms. If two or more alarms are selected
(using SHIFT or CTRL keyboard keys), this option will become available.
Ack All button Click this button to acknowledge all alarms listed on the page in the
Alarms window. Requires an electronic signature (see Electronic
Signature on page 1-4).
Exit pause button In the event that the Alarms window updates too quickly to see individual
alarms, you can click any row in the Alarms window to pause the update
and prevent the window from automatically scrolling. Click the Exit
pause button to manually start the update of alarms.
Severity Filter (min) Allows the Alarms data table to be filtered by severity. Level 1 is the
highest level of severity, while Level 100 is the lowest level of severity.
Active Alarms and Alerts Describes the total number of alarms and alerts in the Alarms window
Status Displays the status of the alarm:
• On Line (flashing green) – AEServer is communicating with SCADA
and updating the Alarms listing.
• On Line (not flashing) – There is no communication between
AEServer and SCADA, and the Alarms list is not updating.

Page 6-2 FacilityPro SCADA Software Operations Manual

PMS Alarms and Events Editor Chapter 6 Alarms

Table 6-1 Alarms window components (Continued)

Component Description
Legend Describes the activity/inactivity of an alarm or alert.
• Inactive – Indicates the alarm has been resolved and/or is no longer
active
• Active alert – Indicates the alert is active/unresolved
• Active alarm– Indicates the alarm is active/unresolved

PMS Alarms and Events Editor

Properties of the Alarms window components can be adjusted using PMSAlarmsEditor.exe.
To access this application, navigate the following filepath:
• C:\Dynamics\AirCapt\APP\PMSAEServer

Once executed, the application will open in a new window (see Figure 6-2).

Figure 6-2 PMS Alarms and Events Editor

Alarms Editor tab

The Alarms Editor tab can be used to edit properties of all system alarms. Use the column
headers to sort the list alphabetically (clicking again removes alphabetic sorting). Contents of
the Alarms Editor tab are described in Table 6-2 on page 6-4.

FacilityPro SCADA Software Operations Manual Page 6-3

Chapter 6 Alarms PMS Alarms and Events Editor

Table 6-2 Buttons and fields of the Alarms Editor tab

Records Filter
Enable checkbox Click this checkbox to enable all Records Filter inputs.

Select one of the field options (identical to the column headers)

 listed below to filter the rows of the Alarms Editor.
• ALARM_FALSE
Field name drop down • ALARMTYPE
• AREA GROUPS
• AUTOACK
• COMMENT
• DESCRIPTION
• DISPLAYSTRINGS
• ENABLED
• LINK
• SEVERITY
• SIGNATURE
Use this field to further specify the displayed listing. After typing
 the desired search term, press ENTER.

Field value search box

First Pos. radio button Selection of this button allows for only the first positive result of
the search to be listed.
Any Pos. radio button Selection of this button allows for all positive results of the search
to be listed.
Window Buttons
Multi Edit button Clicking this button allows the option to open the Area groups
window (see Area groups window on page 6-6) or the Boolean
Fields window (see Boolean Fields window on page 6-7).
 Saves the current user configuration as a .txt file to be loaded at a
later time. When any changes are made to the Alarms Editor
Save Alarms Configuration button window, and the user has saved local modifications, this button
becomes available.
 Allows for the user to load previously saved user configurations
(.txt files). The available alarms configuration files are listed in a
Load Alarms Configuration button new window.
Restores the default settings of the alarms configuration.

Reload Alarms Configuration Default

button
Saves all changes made in the Alarms and Events Editor.

Save Local Modifications button

Cancels all changes not yet saved locally.

Cancel Local Modifications button

Close Window button Click this button to close the Custom fields configuration
window.

Page 6-4 FacilityPro SCADA Software Operations Manual

PMS Alarms and Events Editor Chapter 6 Alarms

Table 6-2 Buttons and fields of the Alarms Editor tab

Click this button to view the first row in the table.
View First Row button

Click this button to view the previous row in the table.

View Previous Row button

Click this button to view the next row in the table.

View Next Row button

Click this button to view the last row in the table.

View Last Row button

Click this button to view the previous field in the table.

View Previous Field button
Click this button to save changes to the Custom fields
Save Changes button
configuration window.
Click this button to undo changes to the Custom fields
Cancel Changes button
configuration window.

FacilityPro SCADA Software Operations Manual Page 6-5

Chapter 6 Alarms PMS Alarms and Events Editor

Area groups window

Figure 6-3 Area groups window (AreaGroupEditForm)

>> To edit Area Groups for individual alarms:

1 Use the Records Filter to change the list of alarms to only those that you want the area
groups selection to affect.
Note: If no filtering is done, the changes made in the Area groups window will apply to every
alarm.
2 In the Area groups window, checkmark all area groups (1 through 16) that you want applied
to the current/filtered alarms listing.
3 Click Check All to select all area groups (the default for every alarm). Click Uncheck All to
remove all checkmarks. Area group selections can also be made individually.
4 Click Confirm to apply the selection to the alarms listing. If you want to cancel the selection
and exit the Area groups window, click Cancel.

Page 6-6 FacilityPro SCADA Software Operations Manual

PMS Alarms and Events Editor Chapter 6 Alarms

Boolean Fields window

Figure 6-4 Boolean Fields window

Note that individual alarms can be checkmarked or un-checkmarked in the Alarms Editor tab.
The following procedure is the optimal way to edit a group of alarms, but it also applies to any
alarms listing, which may consist of only one alarm via filtering.

>> To edit the Boolean Fields for a group of alarms:

1 Use the Records Filter to change the list of alarms to only those that you want the Boolean
Fields selection to affect.
Note: If no filtering is done, the changes made in the Boolean Fields window will apply to
every alarm.
2 In the Boolean Fields window, select the radio button for the designated boolean field you
wish to edit.
3 Once the desired field is selected, checkmark or remove the checkmark next to the Value
field. Checkmarking this field enables the selection for all listed alarms. Removing the
checkmark disables the selection for all listed alarms.
4 Click Confirm to apply the selection to the alarms listing. If you want to cancel the selection
and exit the Boolean Fields window, click Cancel.

Alarm Prefix Editor tab

The Alarm Prefix Editor tab is used to edit the Link and Description associated with sensor
channel alarms. These properties can be renamed according to user preference.
See Table 6-1 for a description of the contents that also appear in this tab. The columns for
filtering in the Alarm Prefix Editor tab are LINK and DESCRIPTION.
Click Reload to revert to the previously saved local modification settings (removes all unsaved
changes for the listing).

Imported Alarms
The Imported Alarms tab is used to import and view alarms from other systems. See
Table 6-1 for a description of the contents that also appear in this tab.

FacilityPro SCADA Software Operations Manual Page 6-7

Chapter 6 Alarms Acknowledge an Alarm

Acknowledge an Alarm
Acknowledging an alarm requires entry of a password in the Electronic Signature window.
>> To acknowledge an alarm:
1 Open the Alarms window as described on page 6-1.
2 In the Alarms window (see Figure 6-1 on page 6-1), locate the alarm you want to
acknowledge:
a. In the Severity Filter (min) list field (in the lower-right part of the Alarms window),
select the minimum severity level you want to use to populate the alarms list.
The table reorganizes to only show alarms with the minimum and higher level of
severity selected (ex. If a severity level of 2 is chosen, only those alarms with a severity
of 1 and 2 are shown).
3 Double-click on the individual alarm you want to acknowledge.
The Electronic Signature window appears.
4 Enter your electronic signature (see Electronic Signature on page 1-4).
After you enter the electronic signature, the system acknowledges the alarms.

>> To acknowledge multiple alarms at once:

1 Select multiple alarms using the CTRL or SHIFT keyboard keys to activate the Ack Selected
button.
2 Click Ack Selected.
3 Enter your electronic signature (see Electronic Signature on page 1-4) to acknowledge the
selected alarms.

>> To acknowledge all alarms on the page at once:

1 To acknowledge all listed alarms, click the Ack All button.
2 Enter your electronic signature (see Electronic Signature on page 1-4) to acknowledge all
alarms.

NOTE: When using redundant servers, each alarm must be acknowledged on both
SCADA servers. Both alarms will appear in the audit report.

Page 6-8 FacilityPro SCADA Software Operations Manual

Alarm Tables Chapter 6 Alarms

Alarm Tables
The following alarms are provided by the system.
Table 6-3 Alarm list – SCADA
Alarm Description
FacilityPro n: Debuffering FacilityPro processor is debuffering
FacilityPro n: Buffer Alarm Node A SCADA node A is disconnected more than Buffer hour time
FacilityPro n: Buffer Alarm Node B SCADA node B is disconnected more than Buffer hour time
FacilityPro n: Disconnected FacilityPro Processor n Communication alarm
FacilityPro n: Node B Communication Alm Secondary SCADA Communication alarm
FacilityPro n: Tag List 1 Mismatch Processor – SCADA Configuration Mismatch
FacilityPro n: Redundancy 1 Mismatch Tag Mismatch between SCADA Primary and Secondary
FacilityPro n: Node A Communication Alm Primary SCADA Communication alarm

Table 6-4 Alarm list – Pneumatic Module

Alarm Description
FacilityPron: PMn Chn Flow Valve Status Pneumatic Channel Flow valve Alarm
FacilityPron: PMn Com Alarm Pneumatic module communication alarm
FacilityPron: PMn Calibration Alert Pneumatic Module Calibration alert
FacilityPron: PMn Calibration Alarm Pneumatic Module Calibration alarm
FacilityPron: PMn Pressure Test Fault Pneumatic Module High Pressure test Fault

Table 6-5 Alarm list – Pump Group

Alarm Description
FacilityPron: Pump Group n Pump n Pump Alarm
Alarm

Table 6-6 Alarm list – I/O Board

Alarm Description
FacilityPron: I/O Board n Comm Alarm I/O Board communication alarm

FacilityPro SCADA Software Operations Manual Page 6-9

Chapter 6 Alarms Alarm Tables

Table 6-7 Alarm list – Particle Counter

Alarm Description
Sn: Restart On Flow Alarm Alarm Sensor restart alarm after a flow alarm condition (Max no. = 9999)
Sn: Sensor COM Alarm Sensor communication alarm
Sn: Laser Alarm Sensor Laser Alarm
Sn: Line Fault Alarm Sensor stops the sampling after a line fault
Sn: Flow Alarm Sensor Flow Alarm
Sn: Pneumatic Module Alarm Pneumatic module is in alarm.
Sn: PSn CF Limit n Particle Size n Cubic Foot Alarm Limit n (from 1 to 6)
Sn: PSn CM Limit n Particle Size n Cubic Meter Alarm Limit n (from 1 to 6)
Sn: Calibration Alert Particle Counter Calibration alert
Sn: Calibration Alarm Particle Counter Calibration alarm
Sn: Sensor is Locked Alarm Sensor sampling disable from digital input
Sn: User Stop Alarm Sampling is stopped before to reach the sampling target
Sn: Already in use Alarm Sensor is in use in a different sampling

Table 6-8 Alarm list – Biological Sensor

Alarm Description
B01: Flow Alarm Sensor Flow Alarm
B01: Sensor COM Alarm Sensor communication alarm
B01: Drop Alarm The pressure read in the line is higher than the set point.
B01: Calibration Alert Sensor Calibration alert
B01: Already in use Alarm Sensor is in use in a different sampling.
B01: Line Fault Alarm Sensor stops the sampling after a critical alarm (Flow).
B01: Calibration Alarm Sensor Calibration alarm
B01: Sensor is Locked Alarm Sensor sampling is disabled from digital input.
B01: Communication Alarm Sensor communication alarm

Table 6-9 Alarm list – Analog Sensor

Alarm Description
An: Low Alert The value is lower than the set point.
An: Low Alarm The value is lower than the set point.
An: High Alert The value is higher than the set point.
An: High Alarm The value is higher than the set point.
An: Calibration Alert Sensor Calibration alert
An: Calibration Alarm Sensor Calibration alarm
An: Range Error Alarm The analogical measure is out of range. Note: Must be calculated
with read value of less than 34,000 samples (hardcoded).
An: Module Comm Alarm The analogical board related to the sampling channel is in
communication alarm.

Page 6-10 FacilityPro SCADA Software Operations Manual

Pop-Up Alarms Chapter 6 Alarms

Pop-Up Alarms
When an alarm event occurs, FacilityPro stores data about the alarm, including:
• Date and time the alarm occurred
• Area where the alarm occurred
• Alarm value (OK, alarm, debuffering)
• Alarm state (active, inactive, acknowledged, unacknowledged)
• Description of the condition that triggered the alarm
You can superimpose a pane that has a listing of alarm event data over the active window by
clicking the Popup Alarms button at the bottom of the FacilityPro screen.

NOTE: The information that displays in the table in the Popup Alarms pane is the
same information that displays in the table in the Alarms window (see
Alarms Window on page 6-1 in Chapter 6 Alarms).

>> To display the Popup Alarms pane at the bottom of the screen:
1 Click the Popup Alarms button at the bottom of the FacilityPro screen.
A pane overlays the bottom fifth of the FacilityPro window showing a table that lists alarm
event details. Columns are identical to those in the Alarms window (see Table 6-1 on page
6-2).
2 To move the view of the rows up and down in the table, use the vertical scroll bar on the right
side of the pane.
3 To move the view of the columns in the table left and right, use the horizontal scroll bar at
the bottom of the pane.
4 To close the Popup Alarms pane, click the Close button at the right edge of the
table.

FacilityPro SCADA Software Operations Manual Page 6-11

Chapter 6 Alarms Pop-Up Alarms

This page is intentionally left blank.

Page 6-12 FacilityPro SCADA Software Operations Manual

Chapter 7
System Tasks

The FacilityPro System window (see Figure 7-1) has buttons to access the windows for
the following tasks:
• Access the user management interface (see Chapter 9 User Management,
Managing Users on page 9-4)
• Edit sensor configuration (see Sensors Editor on page 7-5)
• Backup and restore (see Backup and Restore on page 7-7)
• Windows Explorer interface (see Windows Explorer on page 7-29)
• Use the Buffer Manager window to manage restore the buffered data that was
collected prior to a SCADA server connection disruption (see Driver Tools on
page 7-30)
• Shutdown the system (see Shut Down the System on page 7-32)
• Edit particle limits (see Limits Editor on page 7-34) and view particle limits history
(see Limits Editor History window on page 7-37)
• Analog Limits Editor (see Analog Limits Editor on page 7-41)
• Run Time Logic Editor (see Run Time Logic Editor on page 7-43)
• Administer history (see Historian Administrator on page 7-62)
• Translating entire system in other languages (accessible only by ASCOTEC user)

FacilityPro Software User Guide Page 7-1

Chapter 7 System Tasks System Window

System Window
The System window (see Figure 7-1) is a menu with buttons for accessing the
windows for managing the following system features:
• users (see Chapter 9 User Management, Managing Users on page 9-4)
• sensors (see Sensors Editor on page 7-5)
• backups and restores (see Backup and Restore on page 7-7)
• accessing Windows Explorer (see Windows Explorer on page 7-29)
• managing OPCLinkServer data buffer back-up restoration after a SCADA connection
network failure (see Driver Tools on page 7-30)
• shutting down the system (see Shut Down the System on page 7-32)
• particle limits, historian administration (see Limits Editor on page 7-34)
• Translating entire system in other languages (accessible only by ASCOTEC user).
Available languages are:
• English
• Italian
• Spanish
• French
• German
• Portuguese
• Swedish
• Russian
• Japanese
• Korean
• Chinese PRC
• Chinese Taiwan

>> To open the System window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).

Page 7-2 FacilityPro Software User Guide

System Window Chapter 7 System Tasks

Figure 7-1 FacilityPro System window

The buttons in the System window are described in Table 7-1.

Table 7-1 System window components
Component Description
Click this button to access the user management interface
 (described in Chapter 9 User Management, Managing Users on
User Manager button page 9-4).
Click this button to edit sensor configuration (see Sensors Editor
 on page 7-5).
Sensors Editor button
Click this button to back up and restore databases (see Backup
 and Restore on page 7-7).
Backup Application button
Click this button to open the Windows Explorer interface (see
 Windows Explorer on page 7-29).
Operating System button
Click this button to view the Buffer Manager window to

administer downloading data to the client PC the connection to
Driver Tools button the SCADA server had to be restarted. (see Buffer Manager on
page 7-30).
Accessible only by ASCOTEC user.
 Click this button to access the Translate window where you can
Translate button translate the entire system in other languages.

FacilityPro Software User Guide Page 7-3

Chapter 7 System Tasks System Window

Table 7-1 System window components (Continued)

Component Description
Click this button to shut down the system (see Shut Down the
 System on page 7-32).
Shutdown System button
Click this button to edit particle limits (see Limits Editor on
 page 7-34).
Limits Editor button
Click this button to edit analog sensor limits (see Analog Limits
Editor on page).
Analog Limits Editor button
Click this button to create and edit logic rules to activate digital
outputs (see Run Time Logic Editor on page).
Run Tim Logic Editor button
Click this button to administer history (see Historian
 Administrator on page 7-62).
Historian Admin button

Page 7-4 FacilityPro Software User Guide

Sensors Editor Chapter 7 System Tasks

Sensors Editor
The Sensors Editor window is used to view (Operator users) and change
(Administrator users) the descriptions of individual sampling points that populate
labels for data entry fields and display-only fields in other windows of the FacilityPro
software application.

Sensors Editor window

>> To open the Sensors Editor window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).

2 Click the Sensors Editor button in the System window.

The Sensors Editor window appears (see Figure 7-2).

Figure 7-2 Sensors Editor window

The components of the Sensors Editor window are described in Table 7-2.
Table 7-2 Sensors Editor window components
Component Description
Toolbar The buttons on the toolbar at the top of the Sensors
Editor window are used to navigate to the record in
the table you want to work with and to “post” and
save your edits.

FacilityPro Software User Guide Page 7-5

Chapter 7 System Tasks Sensors Editor

Table 7-2 Sensors Editor window components (Continued)

Component Description
Click this button to view the first row in the table.
View First Row button

Click this button to view the previous row in the table.

View Previous Row button

Click this button to view the next row in the table.

View Next Row button

Click this button to view the last row in the table.

View Last Row button

Click this button to save all changes. The Electronic

Save Changes button
Signature window will appear.
Click this button to undo your most recent edit.
Cancel Changes button

Click this button to save changes to the Sensors

Save button Editor window.
Table components
Index column The row number of a sensor.
Channel Type column The sensor’s type (Particles count, Biocapt, Analog).
Short ID column The sensor’s default ID.
Custom ID column The sensor’s user-specified ID.
Description column A description of the sensor.
Installed column Indicates if sensor has been installed.
Sensor Class column Classification (ex. ISO 5) of the sensor.
Click this button to close the Sensors Editor window.
Close button

>> To edit the definitions in the Sensor Editor window:

1 Open the Sensors Editor window as described on page 7-5.
2 Click on the text you want to change.
3 Type the new text.

4 Click the Post Edit toolbar button

The Electronic Signature window appears.
The Save button becomes enabled.
5 The Electronic Signature window appears.
6 Perform the electronic signature (see Electronic Signature on page 1-4) to save the
changes to the Sensors Editor window.

7 Click the Save button.

8 Click the Close button to close the Sensors Editor window.

Page 7-6 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Backup and Restore

The Backup Application window (see Figure 7-3) is used to administer database
backups. The System window is the starting point for all Restore procedures (see
page 7-13).
Only administrators can perform backup and restore. The exception is that manual
backup can be performed by all login users.
The FacilityPro software backup and restore includes all data subject to change during
normal operations, such as:
• Historian archived data
• Historian alarms and events
• iFix security settings
• ReportGenerator settings
• Tracking files for limit and recipe changes within SCADA
• All FacilityPro processor module configuration files

Backup Application window

>> To open the Backup Application window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).

2 Click the Backup Application button in the System

window. The Backup Application window appears (see Figure 7-3).

Figure 7-3 Backup Application window

FacilityPro Software User Guide Page 7-7

Chapter 7 System Tasks Backup and Restore

The components of the Backup Application window are described in Table 7-3.
Table 7-3 Backup Application window components
Component Description
Automatic Backup Copy Directory At the chosen BackupTime on a daily basis, backup will be executed
and stored to the specified directory.
Manual Backup Copy Directory After clicking the Backup Now button, backup will be executed and
stored to the specified directory.
Long Term Backup Copy Directory On a daily basis at the specified BackupTime, data files that meet
both the following criteria:
• contain data saved at or after the number of 
Log Term Backup Months
• located on the local disk
will be moved into the specified directory.
Used to free space on the local data disk.
History Directory This directory will store backup information related to limit and
recipe changes.
FacilityPro Number The number of processor modules in the system. Configuration files
from each processor module are retrieved and are part of backup.
Log Term Backup Months The number of months (from 1 to 120) before daily backups will occur
at the specified BackupTime into the specified Long Term Backup
Copy Directory.
Backups Clean up Days The number of days where backup data is stored in the Automatic
Backup Copy Directory before being deleted. This option prevents
the storage folder from growing too large.
Archive Dimension (Days) The number of days after which the Historian Data Archiver
application is forced to close.
BackupTime The time (in HH:MM:SS) at which automatic and long term backup will
occur to the specified directories.
Last backup date The date (in day/month/year) when the last backup occured.
Facility Pro 1 IP Addr. IP Address of FacilityPro Processor 1
Facility Pro 2 IP Addr. IP Address of FacilityPro Processor 2 (added when FacilityPro
Number is increased from 1 to 2)
Facility Pro 3 IP Addr. IP Address of FacilityPro Processor 3 (added when FacilityPro
Number is increased from 2 to 3)
Facility Pro 4 IP Addr. IP Address of FacilityPro Processor 4 (added when FacilityPro
Number is increased from 3 to 4)
Facility Pro 5 IP Addr. IP Address of FacilityPro Processor 5 (added when FacilityPro
Number is increased from 4 to 5)
Test Mode Used to change the specified number of Log Term Backup Months
into hours (for qualification purposes).
Legacy mode Historian Version 5.0 Checkmarked when the system has Historian 5.0 installed.
Backup Now Button that initiates backup of data to set parameters.

Page 7-8 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

NOTE: In the Backup Application window, the parameters described in

Table 7-3 are for display only, and are not able to be edited.
See for instruction on editing Backup Application parameters.

Backup Types and Storage

The FacilityPro system has four types of backups:
• Automatic: Allows backup of data at a fixed time, daily
• Manual: Allows backup of data at any time
• Long Term: Allows storage of older Historian data archives into a separate folder
after a specified number of months
• History: Logs limits and recipe changes
The backup files are stored in folders specified by the user. The files are named after
the date on which they are stored, with the numerical format DDMMYYYY.

Editing Backup Parameters

The Backup Application window accessible through the System window in SCADA is
not editable and is for initiating manual backup and viewing purposes only.

>> To edit backup parameters:

1 From the System window, click on the Operating System

button.
2 Open this filepath:
• C:\Dyanmics\AirCapt\APP\BackupSvc
3 Execute PMSBackupServiceConfigEditor.exe
4 The Backup Service Configuration Editor window opens (see Figure 7-4).

FacilityPro Software User Guide Page 7-9

Chapter 7 System Tasks Backup and Restore

Figure 7-4 Backup Service Configuration Editor window

5 Click the Connect to service button (located on the top left of the window).
6 All fields are now available for editing. See Table 7-4 for descriptions of the buttons
present in addition to the fields described in Table 7-3.

Table 7-4 Buttons of the Backup Service Configuration Editor

Button Description
Connects the application to the PMSBackupSvc application and
Connect to service allows editing of all parameters.
Saves changes to all properties in application.
Save changes
Resets properties to those previously saved.
Discard changes
Opens instance of Browse For Folder dialog box for location of desired
Folder directory.

Tests the availability of the chosen directory. Located next to each

Test directory field except for History Directory.

Page 7-10 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Automatic Daily backup

An automatic daily backup can be configured through the
PMSBackupServiceConfigEditor.exe application (see Figure 7-3 on page 7-7) using
the following parameters:
• BackupTime
• Automatic Backup Copy Directory

>> To configure an automatic daily backup:

1 Open the Backup Service Configuration Editor window as described on page 7-9.

2 Click on the adjacent folder button or manually type the directory into the
Automatic Backup Copy Directory field.
3 Set the desired BackupTime which has a format of HH:MM:SS.

4 Click on the Save changes button.

Manual backup
A manual backup of a database can be configured through the Backup Service
Configuration Editor, and performed through the Backup Application window (see
Figure 7-4 on page 7-10). Manual backup uses the following parameters:
• Manual Backup Copy Directory

>> To perform a manual backup:

1 Open the Backup Service Configuration Editor window as described on page 7-9.

2 Click on the adjacent folder button or manually type the directory into the
Manual Backup Copy Directory field.

3 Click on the Save changes button.

4 Open the Backup Application window as described on page 7-7.

5 Settings made in the Editor should be present in this window. If not, please ensure
changes were saved in the Editor.
6 Click the Backup Now button.

FacilityPro Software User Guide Page 7-11

Chapter 7 System Tasks Backup and Restore

Long Term backup

Long term backup must be defined for database maintenance. After a defined time
period, older Historian data archives are backed up, deleted from the local disk and
moved to the specified Long Term Backup Copy Directory.
The long term backup of a database can be configured through the Backup Service
Configuration Editor. Long term backup uses the following parameters:
• Long Term Backup Copy Directory
• Log Term Backup Months
• BackupTime

>> To perform a long term backup:

1 Open the Backup Service Configuration Editor window as described on page 7-9.

2 Click on the adjacent folder button or manually type the directory into the
Long Term Backup Copy Directory field.
3 Set the desired BackupTime which has a format of HH:MM:SS.
4 Set the desired Log Term Backup Months.

5 Click on the Save changes button.

Page 7-12 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Restore
Restore can only be performed by the domain administrator. The restore operation is
not dependent on the backup location. Backup locations for use can be any of the
following:
• Automatic Backup Copy Directory: Contains complete backup files at the time
of backup
• Manual Backup Copy Directory: Contains complete backup files at the time of
backup
• Long Term Backup Copy Directory: Contains folders with Historian Archives
(Data)

Before starting any restore procedure, Shutdown iFIX and Create a Restore
Directory:

Shutdown iFIX
Before starting any restore procedure, do the following:
1 From the System window, click Shutdown System.
2 Click Shutdown iFIX only.

Create a Restore Directory

1 In the local drive, create a folder specifically for temporary restore files (ex.
E:\RestoreTemp\).
2 Copy files to be restored from a backup folder to the created Restore folder. Files
that can be restored include:
• BackupPMS_AE.bak
• User_SCADAname_ArchiveXXX_Backup.zip
• TagCatalog.bak
• FacilityProFiles.zip
• History.zip
• SCADAname_Config.ihc
• SECURITY_BACKUP.zip
3 The restore is performed locally. Delete the temporary folder (ex. E:\RestoreTemp\)
when finished with the restore process.

WARNING
The Restore procedure completely overwrites existing data!

NOTE: After completing any restore procedure to the FacilityPro system,

restart the PC.

FacilityPro Software User Guide Page 7-13

Chapter 7 System Tasks Backup and Restore

Restore topics include:

• Shutdown iFIX on page 7-13
• Create a Restore Directory on page 7-13
• Restore Using a Long Term Backup on page 7-14
• Disaster Recovery on page 7-14
• Restoring an SQL Database on page 7-15
• Deleting Archives on page 7-15
• Restoring Historian Configurations on page 7-16
• Restoring Data Archives on page 7-16
• Restoring SQL Alarms&Events on page 7-18
• Restoring TAG_CATALOG on page 7-22
• Restoring FacilityPro Processor Module Configuration on page 7-26
• Restoring iFix Security on page 7-27
• Restoring History Files on page 7-28

Restore Using a Long Term Backup

If a restore of a long term backup is executed, data will be available for extraction for
24 hours only. At the specified BackupTime, the archive is removed again without
overwriting the existing backup located in the Long Term Backup Copy Directory.
It is not necessary to stop SCADA from running to perform a long term restore. Follow
Restoring Data Archives on page 7-16 using the Long Term Backup Copy Directory.

Disaster Recovery
Disaster recovery is the complete restore of the latest automatic or manual backup.
• If the Historian Database is corrupt, empty the Historian Database before
performing the restore. See Restoring an SQL Database.
• If the Historian Database is empty (ex. from a new installation), only use Restoring
Historian Configurations on page 7-16.

Page 7-14 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Restoring an SQL Database

>> To restore a SQL database:

1 From the System window, click the Operating System button.
2 Open the following filepath:
• C:\Dynamics\AirCapt\Install\64\PMSAE\Empty

3 Right click on the batch file 2-RestorePMSAE_Empty.bat.

4 Click Run as Administrator.
5 In the shell interface, type “Y” when prompted both times.
6 Insert the SQL password.
7 Restart the PC.

Deleting Archives

>> To delete archives:

1 Open Proficy Historian Administrator.
• C:\Dynamics\AirCapt\Install\64\PMSAE\Empty

2 From the top panel, click on DataStores.

3 Click on archives found in the left column. Do not click on any that are “Empty”.
4 Click on the Remove button on the bottom right of the window.

Left column

Figure 7-5 Proficy Historian Administrator window

5 Restart the PC.

FacilityPro Software User Guide Page 7-15

Chapter 7 System Tasks Backup and Restore

To execute disaster recovery for a manual or automatic backup, the following must all
be restored:
• Historian Configurations
• Data Archives
• Alarms&Events
• TAG_CATALOG
• FacilityPro Processor Module Configuration
• iFix Security
• History files

Restoring Historian Configurations

>> To restore Historian Configurations

1 Click on the Operating System button in the System window.
2 Navigate to Services (Local) from Control Panel\System and Security\
Administrative Tools.
3 STOP services for the following:
• Historian Alarm Archiver
• Historian Data Archiver (x64)
4 Copy the file <SCADAServer_name>_Config.ihc from the backup folder to the
following directory
• E:\FMS_DATA\Archives
5 Click on the Operating System button in the System window.
6 Navigate to Services (Local) from Control Panel\System and Security\
Administrative Tools.
7 START the following service:
• Historian Data Archiver (x64)
8 Restart the PC.

Restoring Data Archives

>> To restore Data Archives:

1 Click on the Operating System button in the System window.
2 Copy all archive files from the backup folder (in the Remote Directory) to the
following directory:
• E:\Temp\

Page 7-16 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

3 The restore is performed locally only.

4 Open the following directory (see Figure 7-6):
• C:\ProgramFiles\Proficy\Proficy Historian\x86\NonWebAdmin\

Figure 7-6 C:\ProgramFiles\Proficy\Proficy Historian\x86\NonWebAdmin\

5 Click iHistorian_Admin.exe.
6 From the top panel, click on DataStores.
7 Extract all files from the archive .zip file to restore in a separate folder.
8 Click Restore an Archive from Backup.
9 Click the Browse button to select the archives to restore.
10 Press OK when prompted both times.
11 The restored archives are added to the list of “online archives” in Proficy Historian
Administrator.
12 Repeat this procedure for all archives to be restored.
13 Close Proficy Historian Administrator.
14 Restart the PC.

FacilityPro Software User Guide Page 7-17

Chapter 7 System Tasks Backup and Restore

Restoring SQL Alarms&Events

>> To restore SQL Alarms&Events

1 Shut down iFix and open this file path:
• C:\Dyanmics\AirCapt\APP\BackupSvc

2 Copy BackupPMS_AE.bak from the desired backup folder (automatic or manual) to

the following directory:
• C:\Program Files\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Backup\

3 Launch SQL Management Studio with appropriate credentials.

4 The application will open. Expand the Databases folder in the left pane.
5 Right click on PMS_AE_DB database folder.
6 Navigate to and click on the following:
• Tasks > Restore > Database...

Figure 7-7 Navigation to Database...

7 The Restore Database - PMS_AE_DB window opens.

Page 7-18 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Figure 7-8 Restore Database - PMS_AE_DB window

8 In the Select a page pane on the left side, click General (see Figure 7-8).
9 In the Source for restore pane on the right side, choose From device.
10 Click OK.
11 The Specify Backup window opens.

Figure 7-9 Specify Backup window

12 Click the Add button (see Figure 7-9).

13 The Locate Backup File window opens.

FacilityPro Software User Guide Page 7-19

Chapter 7 System Tasks Backup and Restore

Figure 7-10 Locate Backup File window

14 Ensure the Selected path field is the one specified in step 2, with PMS_AE_DB.bak
selected as the File name.
15 Click OK.
16 In the Specify Backup window, click OK.
17 In the Restore Database window, checkmark the Restore box adjacent to the
backup set entry in the Name column. See the circled area in Figure 7-11.

Figure 7-11 Restore Database window

18 In the left pane, click Options.

Page 7-20 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Figure 7-12 Restore Database - PMS_AE_DB window

19 Checkmark Overwrite the esisting database (WITH REPLACE). See Figure 7-12.
20 Press OK.
21 The Microsoft SQL Server Management Studio window opens.

Figure 7-13 Microsoft SQL Server Management Studio window

22 Press OK.
23 Restart the PC.

FacilityPro Software User Guide Page 7-21

Chapter 7 System Tasks Backup and Restore

Restoring TAG_CATALOG
The TAG_CATALOG database contains all ReportGenerator settings for data extraction.

>> To restore TAG_CATALOG:

1 Copy the TAG_CATALOG.bak file from the desired backup location (automatic or
manual) to the following directory:
• C:\Program Files\Microsoft SQL Server\MSSQL10_50.SQLEXPRESS\MSSQL\Backup\

2 Launch SQL Management Studio with appropriate credentials.

3 The application will open. Expand the Databases folder in the left pane.
4 Right click on the TAG_CATALOG database folder.
5 Navigate to and click on the following (see Figure 7-14):
• Tasks > Restore > Database...

Figure 7-14 Navigation to Database...

6 The Restore Database - TAG_CATALOG window opens.

Page 7-22 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

Figure 7-15 Restore Database - TAG_CATALOG window

7 In the Select a page pane on the left side, click General (see Figure 7-15).
8 In the Source for restore pane on the right side, choose From device (see Figure
7-15).
9 Click OK.
10 The Specify Backup window opens.

Figure 7-16 Specify Backup window

11 Click the Add button (see Figure 7-16).

12 The Locate Backup File window opens.

FacilityPro Software User Guide Page 7-23

Chapter 7 System Tasks Backup and Restore

Figure 7-17 Locate Backup File window

13 Ensure the Selected path field is the one specified in step 2, with
TAG_CATALOG.bak selected as the File name.
14 Click OK.
15 In the Specify Backup window, click OK.
16 In the Restore Database - TAG_CATALOG window, checkmark the Restore box
adjacent to the backup set entry in the Name column. See the circled area in Figure
7-18.

Figure 7-18 Restore Database window

Page 7-24 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

17 In the Select a page pane, click Options.

Figure 7-19 Restore Database - TAG_CATALOG window

18 Checkmark Overwrite the esisting database (WITH REPLACE).

19 Click OK.
20 The Microsoft SQL Server Management Studio window opens.

Figure 7-20 Microsoft SQL Server Management Studio window

21 Click OK.
22 Restart the PC.

FacilityPro Software User Guide Page 7-25

Chapter 7 System Tasks Backup and Restore

Restoring FacilityPro Processor Module Configuration

FacilityPro Processor Module Configuration files are restored with the
AircaptUpdate.exe application, located in the FacilityProFiles.zip backup file.

>> To restore FacilityPro Processor Module Configuration files:

1 In Windows Explorer, follow the user-specified backup filepath where the
FacilityProFiles.zip file to be restored is located.
2 Unzip FacilityProFiles.zip locally. 
The extracted folder will contain one subfolder for each configured FacilityPro
processor module. Each subfolder will include configuration files pertaining to the
individual module.
3 Follow the following filepath:
• C:\Dynamics\AirCapt\APP\AirCaptUpdate

4 Run AirCaptUpdate.exe.
5 The FacilityPro Update window opens.

Figure 7-21 FacilityPro Update window

6 Type the IP Address of the processor module that is being restored into the Remote
Host IP Address field. See Figure 7-21. Default IP Addresses are:
• FacilityPro Processor Module 1: 192.168.86.4
• FacilityPro Processor Module 2: 192.168.86.3
• FacilityPro Processor Module 3: 192.168.86.5

7 Click the Connect button.

8 Click the Select file button.
9 Select each file in the local unzipped FacilityProFiles folder the individual
processor module to be restored.

Page 7-26 FacilityPro Software User Guide

Backup and Restore Chapter 7 System Tasks

10 Once all files have been selected, click the Transfer button to transfer all files via
FTP.

Figure 7-22 All files in unzipped FacilityProFiles selected

11 Press the Restart button to apply uploaded settings. The FacilityPro processor
module will restart.

NOTE: Restarting the processor module may take up to 90 seconds.

12 After the processor module has restarted, repeat the above restore procedure for all
other processor modules in the system.
13 Restart the PC.

Restoring iFix Security

iFix Security settings are restored by accessing Windows Explorer (use the Operating
System button in the System window) and overwriting existing security files from
SECURITY_BACKUP.zip to the following filepaths:
• C:\Dynamics\AirCapt\LOCAL
• C:\Dyanimics\AirCapt\LOCAL\Security_Backup\

FacilityPro Software User Guide Page 7-27

Chapter 7 System Tasks Backup and Restore

Restoring History Files

Recipes and limits histories of settings are restored accessing Windows Explorer and
overwriting existing history files from file History.zip.

>> To restore History Files:

1 Open Windows Explorer.
2 Navigate to the desired backup folder and copy the History.zip file into the
following directory:
• E:\FMS_DATA\TOOLS_HISTORY
3 Delete all other folders located in this directory. The only file present should be
History.zip.
4 Unzip and extract files from History.zip.
5 Once extraction has finished, delete History.zip.
6 Restart the PC.

Page 7-28 FacilityPro Software User Guide

Windows Explorer Chapter 7 System Tasks

Windows Explorer
From the System window you can open the Computer window for Windows
Explorer, where it is possible to access the PC’s operating system.
Only Administrator users have sufficient privileges to open Windows Explorer.

>> To open Windows Explorer:

1 Click the System button at the bottom of the FacilityPro screen.
The FacilityPro System window appears (see Figure 7-1 on page 7-3).

2 Click the Operating System button.

The Computer window for Windows Explorer appears in front of the FacilityPro
System window (see Figure 7-23).

Windows Explorer window

Figure 7-23 Computer window

FacilityPro Software User Guide Page 7-29

Chapter 7 System Tasks Driver Tools

Driver Tools

Buffer Manager
The FacilityPro SCADA PC communicates with the FacilityPro Processor using OPC.
The OPCLinkServer on the Processor stores 8 hours of buffer data from the sensor
module(s) as a back-up in case the SCADA connection to the client gets broken during
a temporary network failure.
If the client’s SCADA connection gets broken, but the client connection to the
FacilityPro Processor Module survives, the buffer is streamed to the connected clients
as soon as the SCADA connection has been reestablished. At this point, the
Administrator user can use one of the Driver Tools, the Buffer Manager window (see
Figure 7-24), to manage the restoring of the buffered data that was collected prior to
the SCADA server connection disruption.

Buffer Manager window

>> To open the Buffer Manager in the Driver Tools window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).
2 Click the Driver Tools button in the System window.
The Buffer Manager appears in the Driver Tools window (see Figure 7-24).

Figure 7-24 Buffer Manager in the Driver Tools window

Page 7-30 FacilityPro Software User Guide

Driver Tools Chapter 7 System Tasks

As soon as the SCADA connection has been re-established, the sensor buffer data is
streamed to the connected clients. If the operator opens the Buffer Manager in the
Driver Tools window (see Figure 7-24 on page 7-30) the operator will see the message
FacilityPro Debuffering at the top of the Driver Tools window while the buffered data
is being received by the client.
Through the Buffer Manager window the operator has several choices of how to
manage the buffered Airnet data stream:
• Wait for the client to download the entire 8 hours of data collected in the
OPCLinkServer buffer prior to the connection loss.
• Reset the buffer in the client to start getting live data immediately.
• Download just a portion of the old data from the buffer to the client and discard the
remaining data.
The components of the Buffer Manager in the Driver Tools window (see Figure 7-24
on page 7-30) are described in Table 7-5.
Table 7-5 Components of the Buffer Manager in the Driver Tools window
Components Description
table columns
Debuffering Reset column List of SCADA clients in the FacilityPro System. When the check box
next to the name of a SCADA client is checked, that client will be
affected by the choices selected in the Buffer Manager window.

Debuffer up to Displays the end date and time for the data download from the
buffer.
Last Received Data
Timestamp of the last Airnet data stored in the OPCLinkServer data
buffer.
Debuffering Progress
Progress displayed as a progress bar.
date field Defines the end date for the data in the buffer you want to work with
(in the format that matches the date format displayed in the top
right side of the window). For example, 14/03/2012 causes the
sensor data in the buffer collected on March 14, 2012 before the time
specified in the time field on that day to be downloaded to the client
when the Buffer Reset button is clicked.
time field Defines the time of day for the data in the buffer you want to end
with (in the 24-hour clock format).

 After you have defined a end date and end time using the date and
time fields, click this button to begin the Airnet data download to the
Buffer Reset button
SCADA client.
Click this button avoid downloading the Airnet data in the buffer and
erase the OPCLinkServer data buffer to make it ready to accept fresh
sensor module data.
Immediate Buffer Reset button

FacilityPro Software User Guide Page 7-31

Chapter 7 System Tasks Shut Down the System

Shut Down the System

The shutdown window (see Figure 7-25) can be used to:
• Restart the Facility Pro SCADA server or your FacilityPro client PC.
(see Restart, below)
• Shut down the Facility Pro SCADA server.
(see Shut down on page 7-33)
• Shut down iFix.
(See Shut down iFix on page 7-33)
• Restart the Windows OS on the SCADA server or a your PC.
(See Restart the Windows OS on page 7-33)
See Cancel out of the shutdown window on page 7-33 to close the shutdown
window without performing an operation.

>> To open the shutdown window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).

2 Click the Shutdown System button in the System window.

The shutdown window appears (see Figure 7-25).

Figure 7-25 shutdown window

Restart

>> To restart the Facility Pro SCADA server or your FacilityPro client PC:

1 Click the Restart button in the shutdown window.

The Electronic Signature window appears.
2 Perform the electronic signature (see Electronic Signature on page 1-4) to proceed
with the restart.
The computer restarts to the ScadaCustomShell, with explorer.exe disabled.

Page 7-32 FacilityPro Software User Guide

Shut Down the System Chapter 7 System Tasks

NOTE: Access is allowed only if the logged on user is part of the

Administrators group.

Shut down

>> To shut down the FacilityPro SCADA server:

1 Click the Shutdown button in the shutdown window.

The Electronic Signature window appears.
2 Perform the electronic signature (see Electronic Signature on page 1-4) to proceed
with the FacilityPro SCADA server shutdown.
The FacilityPro SCADA server shuts down.

Shut down iFix

>> To shut down iFix:

1 Click the Shutdown iFix only button in the shutdown window.

The Electronic Signature window appears.
2 Perform the electronic signature (see Electronic Signature on page 1-4) to proceed
with the iFix shutdown.
iFix shuts down.

Restart the Windows OS

>> To restart the Windows OS on the SCADA server or a your PC:

1 Click the Restart only Win button in the shutdown window.

The Electronic Signature window appears.
2 Perform the electronic signature (see Electronic Signature on page 1-4) to proceed
with the restart of the Windows OS.
The PC restarts to Windows.

Cancel out of the shutdown window

>> To close the shutdown window without performing an operation:

1 Click the X button at the top right corner of the window.

FacilityPro Software User Guide Page 7-33

Chapter 7 System Tasks Limits Editor

Limits Editor
The Limits Editor window can be used to view and edit the particle limits used by the
system to handle warnings and alarms.
Only Administrator users have sufficient privileges to make changes to this list.

Limits Editor window

>> To open the Limits Editor window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).
2 Click the Limits Editor button in the System window. 
The Limits Editor window appears (see Figure 7-26).

Figure 7-26 Limits Editor window

The components of the Limits Editor window are described in Table 7-6 on page 7-35.

Page 7-34 FacilityPro Software User Guide

Limits Editor Chapter 7 System Tasks

Table 7-6 Components of the Limits Editor window

Components Description
Records Filter area
Enable check box • When checked, enables the two fields to the right: Field name
and Field value.
• When not checked disables the two fields to the right: Field
name and Field value.

Field name field When the Enable check box is checked, use this list box to select
the name of the following fields to use with a Field value to focus the
values in the table to just those selections:
• Limit type
• Particles size
• Sampling mode
• Sensor class

Field value field When the Enable check box is checked and a field name is
selected in the Field name field, enter the value for limiting the
scope of the values displayed in the table.

First Pos. option When selected, positions the row pointer at the first row in the
table.

Any Pos. option When selected, positions the row pointer wherever you click
on a row.
Navigation buttons Use the arrow buttons at the top of the Limits Editor window to view
a different page of the table.

• First Page button – Click this button to view the beginning

of the list.

• Previous Page button – Click this button to view the

previous page of the list.

• Next Page button – Click this button to view the next page

of the list.

• Last Page button – Click this button to view the last page

of the list.
Click this button to save changes made in the Limits Editor window.
Save button

(Only Administrator users).

Configuration Click this button to enter the Limits Editor Configuration page
button
Click this button to open the Limits Editor History window (see
History button Limits Editor History window on page 7-37).

FacilityPro Software User Guide Page 7-35

Chapter 7 System Tasks Limits Editor

Table 7-6 Components of the Limits Editor window (Continued)

Components Description
Values table columns
Sensor Class column Class identification of particle limit sampling.
Particle Size column Indicates the size of the particles monitored by the system
Sampling Mode column Indicates the type of particle limits.
Custom types of particle limits can be configured.
The system has the default types:
• At Rest
• Operational
Limit Level column • Alarm level 1 or 2
Sample Size column • Cubic meter
• Cubic foot
Limit Value column Value set for each limit
Events Limit column The maximum number of events before the alarm level occurs (value
from 1 to 255)
Events Number column The number of events out of bounds (value from 1 to 255)

Page 7-36 FacilityPro Software User Guide

Limits Editor Chapter 7 System Tasks

Limits Editor History window

>> To open the Limits Editor History window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).
2 Click the Limits Editor button in the System window.
The Limits Editor window appears (see Figure 7-26 on page 7-34).

3 Click the History button at the top of the Limits Editor window.
The Limits Editor History window appears (see Figure 7-27).

Figure 7-27 Limits Editor History window displayed in front of

the Limits Editor window

4 To close the Limits Editor History window, click the X button at the top right
corner of the window.

FacilityPro Software User Guide Page 7-37

Chapter 7 System Tasks Limits Editor

The components of the Limits Editor History window are described in Table 7-7.
Table 7-7 Components of the Limits Editor History window
Components Description
Click this button to open a Print dialog box where you can send a
Print button
copy of the listing to the printer.
Click this button to export the history in PDF format.
PDF Export button
Dates list Click on a date to populate the Alarms Limits table with information
from that date. The date you selected displays be low the table title.
Alarms Limits table columns
Class column Class identification of particle limit sampling.
Size column The particle size.
Sampling Mode column The Sampling mode. For example:
• At Rest
• Operational
Limit type column Alarm or Alert.
Limit value column Value of the limit.
Cubic Meter Alarms column True or False.
Cubic Meter Type column • Rolling – The system performs a floating window of data per
minute to calculate counts per cubic meter (fast trend).
• Reset – When the sampling reaches the cubic meter, the system
resets the count (total count).
• CF X 35 – The system multiplies the value of the cubic foot by 35.
Predictive column True or False.
Interval column The interval value.
Number column The number of events out of bounds.

Page 7-38 FacilityPro Software User Guide

Limits Editor Chapter 7 System Tasks

Limits Editor Configuration window

An Administrator user can open the Limits Editor Configuration window to configure
sensor classes and sampling modes.

>> To open the Limits Editor Configuration window:

1 Log in as an Administrator user.
2 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).
3 Click the Limits Editor button in the System window.
The Limits Editor window appears (see Figure 7-26 on page 7-34).
4 Click the Configuration button at the bottom of the Limits Editor
window.
The Limits Editor History window appears (see Figure 7-28).

Figure 7-28 Sensors Classes and Sampling Modes Configuration window displayed in front
of the Limits Editor window

>> To enable a new sensor class:

1 In the Sensors Classes pane of the Sensors Classes and Sampling Modes
Configuration window (see Figure 7-28 on page 7-39), click on the up arrow
(adjacent to the Configured Classes field) until the desired class populates in the list.
2 The name of the class can be modified by typing the new name in the Description
field.

FacilityPro Software User Guide Page 7-39

Chapter 7 System Tasks Limits Editor

3 To close the Sensors Classes and Sampling Modes Configuration window, click
the X button at the top right corner of the window.

>> To enable a new sampling mode:

1 In the Sampling Modes pane of the Sensors Classes and Sampling Modes
Configuration window (see Figure 7-28 on page 7-39), place a check mark in the
Enabled column for the desired sampling mode.
2 The name of the sampling mode can be modified by typing the new name in the
Description field.
3 To close the Sensors Classes and Sampling Modes Configuration window, click
the X button at the top right corner of the window.

Page 7-40 FacilityPro Software User Guide

Analog Limits Editor Chapter 7 System Tasks

Analog Limits Editor

Use the Analog Limits Editor to change analog sensor limits.

Figure 7-29 Analog Limits Editor window

The components of the Analog Limits Editor window are described in Table 7-8.
Table 7-8 Analog Limits Editor window view components
Component Description
Short ID column Displays the output’s system identification number.
Custom ID column Displays the output’s user-specified identification number.
Description column Displays a description of the output.
Alert Limits columns
LO Displays the minimum value set for the output’s range before the alert is triggered.
HI Displays the maximum value set for the output’s range before the alert is triggered.
Delay (sec) Displays the number of seconds delay before the alert is triggered.
Alarm Limits columns
LOLO Displays the minimum value set for the output’s range before the alarm is triggered.
HIHI Displays the maximum value set for the output’s range before the alarm is triggered.
Delay (sec) Displays the number of seconds delay before the alarm is triggered.
Records Filter

FacilityPro Software User Guide Page 7-41

Chapter 7 System Tasks Analog Limits Editor

Table 7-8 Analog Limits Editor window view components (Continued)

Component Description
Enable box Check this box to enable the user-specified search criteria.

Use the drop down list of Field names (i.e., LOLO Limit, Description, etc.) to
facilitate your search to a specific column.

Field Name drop down

Type the numeric value of the desired field here.

Field value

First Pos. Use this button to search only for the first positive search result.

Any Pos. Use this button to search for all positive search results.

Click this button to view the first row in the table.

View First Row
button
Click this button to view the previous row in the table.
View Previous Row
button
Click this button to view the next row in the table.
View Next Row
button
Click this button to view the last row in the table.
View Last Row
button
Click this button to save any changes made in the table.
Save button

Click this button to view a history of previous changes.

History button

>> To change the Custom ID, Description, Limits and Delays:

Double-click on the specific field you want to change and enter the desired value.
The value will be changed after completing the Electronic Signature.

Page 7-42 FacilityPro Software User Guide

Run Time Logic Editor Chapter 7 System Tasks

Run Time Logic Editor

The purpose of the Run Time Logic Editor is to provide a graphical interface for the
editing of digital output activation. With this tool, you can create any logic with
“Available tags” to drive physical digital output to activate lamps, sirens, or any device
with a switch.
The logic categories to activate digital output or sensors include:
• Rules Editor
• Sampling on Input Editor
• Tower Lights

There are three panes of the Run Time Logic Editor. From left to right:
• Available Tags pane
• Usage for Tag pane
• Editor pane

Table 7-9 contains all buttons displayed on the Run Time Logic Editor screen and their
usage.

Table 7-9 Buttons of the Run Time Logic Editor screen

Button Description
Expands the current selection. A node can be expanded if
Expand
a arrow is adjacent to the node title.

Collapses the current node selection. A node can be

Collapse
collapsed if a arrow is adjacent to the node title.

Collapses all nodes currently expanded.

Collapse All

Opens the Rule Editor window to create a new rule.

Add Master Rule

Opens the Rule Editor window to create a new child rule.

Add Child Rule

Opens the Sampling on input window to create a new

Add Sampling
sampling rule.
Opens the TowerLightEditForm window to create a new
Add Tower Light
tower light rule.
Use this button to save the created rules.
Save Rules

FacilityPro Software User Guide Page 7-43

Chapter 7 System Tasks Run Time Logic Editor

Table 7-9 Buttons of the Run Time Logic Editor screen

Button Description
Returns the user to the System window.
Close

Available Tags pane

This section outlines the definitions and usage of each available tag contained in the
Run Time Logic Editor.
Only a single usage of a unique output is allowed. Any input can be used an unlimited
amount of times.
Each alarm has an alarm out. Alarm out is triggered to 1 at the same time of the alarm
but changes to 0 after acknowledgement (DO_Ack = 1). For example, with the use of
COM_ AlarmOut instead of COM_Alarm, you can silence the siren for a sensor sent to
calibration, acknowledging the communication alarm from SCADA.

Analog Input Folder

A maximum of 32 Analog Inputs can be listed (8 per I/O module).

Table 7-10 Analog Input Folder

Tags Description Usage
CalibAlarm Alarm triggered from calibration expiration. Input
CalibAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
CalibAlert Alert triggered from calibration expiration. Input
CalibAlertOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
COM_Alm Alarm triggered when the sensor/pneumatic module is Input
disconnected.
COM_AlmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
DO_Ack Used as an input to set all system alarms equal to 0 (off). Input, Output
Used as an output for confirmation if acknowledgement
from SCADA occurs for any system alarm.
HIAlarm Alert triggered when the analog value exceeds the Hi Input
alert limit (after set delay).
HiAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
HIHIAlarm Alarm triggered when the analog value exceeds the Hi Input
alarm Limit (after set delay).
HIHIAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.

Page 7-44 FacilityPro Software User Guide

Run Time Logic Editor Chapter 7 System Tasks

Table 7-10 Analog Input Folder

Tags Description Usage
Installed Confirms if the sensor is installed. Input
LOAlarm Alert triggered when the analog value is lower than the Input
low alert limit (after set delay).
LOAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
LogData Confirms when the data is logged to the database. Input
LOLOAlarm Alarm triggered when the analog value is lower than the Input
low alarm limit.
LOLOAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
RangeError Alarm triggered when the analog value is 1000 samples Input
lower than the lowest sample calibration point.
RangeErrorOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.

BioCapt (BC) Folder

A maximum of 64 sensors can be connected to one processor module.

Table 7-11 BioCapt (BC) Folder

Tags Description Usage
AlreadyInUseAlarm Alarm triggered from calibration expiration. Input
AlreadyInUseAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
CalibAlarm Alarm triggered from calibration expiration. Input
CalibAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
CalibAlert Alert triggered from calibration expiration. Input
CalibAlertOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
COM_Alm Alarm triggered when the sensor/pneumatic module is Input, Output
disconnected.
COM_AlmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
DelayedStart Alarm triggered when the sensor has a Delayed Start Input
status.
DO_Ack Used as an input to set all system alarms equal to 0 (off). Input, Output
Used as an output for confirmation if acknowledgement
from SCADA occurs for any system alarm.

FacilityPro Software User Guide Page 7-45

Chapter 7 System Tasks Run Time Logic Editor

Table 7-11 BioCapt (BC) Folder

Tags Description Usage
DropAlarm Alarm triggered when the line pressure drop exceeds set Input
limits during sampling.
DropAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
DropHiAlarmEnabled Alarm triggered when drop alarm high is enabled. Input
DropLowAlarmEnabled Alarm triggered when drop alarm low is enabled. Input
EnableSwitch Alarm triggered when it is not possible to use the sensor Input
switch.
FlowAlarm Alarm triggered when the flow alarm occurs. Input
FlowAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
FlowCalculationAlarm Alarm triggered when the analog value is 1000 samples Input
lower than the lowest sample calibration point.
FlowCalculationAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
Installed Confirms if the sensor is installed. Input
LineFault Alarm triggered when the sampling is interrupted. Input
LineFaultOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
Locked Used as an output to disable the sensor from sampling. Input, Output
Used as an input for confirmation of when the sensor is
locked.
LogData Confirms when the data is logged in your database. Input
SensorIsLockedAlarm Alarm triggered when the sensor is locked. Input
SensorIsLockedAlarmOut Triggered to 1 at the time of the alarm but switches to 0 Input
after acknowledgement or DO_Ack=1.
SensorIsSampling Alarm triggered when the sensor is in use. Input
STOP_Alm Alarm triggered when time or volume sampling is Input
interrupted by a user.
STOP_AlmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
Switch Used as an input for confirmation of the sensor switch Input, Output
status. Used as an output to start sensor sampling.

Digital Input (DI) Folder

Digital Input (DI), numbered from 1 to 64, refers to physical I/O boards installed. Each
I/O board has 8 digital inputs. The I/O Board 1 has input from 1 to 8, I/O Board 2 has
input from 9 to 16 and so on up to I/O Board 8.

Page 7-46 FacilityPro Software User Guide

Run Time Logic Editor Chapter 7 System Tasks

Table 7-12 Digital Input (DI) Folder

Tags Description Usage
Di0XX (1-64) Digital input from the I/O Boards Input

Digital Output (DO) Folder

Digital Output (DO), numbered from 1 to 32, refers to physical I/O boards installed.
Each I/O board has 16 digital outputs. I/O Board 1 has output from 1 to 16, I/O Board 2
has output from 17 to 32 and so on up to I/O Board 8.

Table 7-13 Digital Output (DO) Folder

Tags Description Usage
Do0XX (1-32) Digital output from the I/O Boards. Input, Output

Virtual Digital Input/Output (DX) Folder

DX can be used as a virtual DI/DO provided by the OPC interface. DX can be activated
with buttons in SCADA’s graphical interface or in any OPC client connected ot the
FacilityPro processor module. Each FacilityPro has 64 DX that can be used from SCADA
or as intermediate variables for other rules.

Table 7-14 Digital Output (DO) Folder

Tags Description Usage
Dx0XX (1-64) Virtual digital input or output Input, Output

I/O Module Folder

A maximum of four (4) I/O modules can be connected.
Each I/O board (displayed as IO_Module_X) has a maximum of 3 connected ADAM
boards.

Table 7-15 I/O Module Folder

Tags Description Usage
DO_Ack Used as an input to set all system alarms equal to 0 (off). Input, Output
Used as an output for confirmation if acknowledgement
from SCADA occurs for any system alarm.
ModuleComAlarm Alarm triggered when the I/O Board is disconnected. Input
ModuleComAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.

FacilityPro Software User Guide Page 7-47

Chapter 7 System Tasks Run Time Logic Editor

Table 7-15 I/O Module Folder

Tags Description Usage
TestMode Alarm triggered when installer accesses the Hardware Input
Test page and enables the manual control of the board
output.

Particle Counter Folder

The Particle Counter folder contains every available tag that can be used with each
connected particle counter. Each Sensor Module can drive up to 8 sensors, with a
maximum of 64 sensors per Processor Module.

Table 7-16 Particle Counter (PC) Folder

Tags Description Usage
AlreadyInUseAlarm Alarm triggered when the sensor is sampling and Input
another sampling is requested.
AlreadyInUseAlarmOut Alarm triggered when the I/O Board is disconnected. Input
CalibAlarm Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
CalibAlarmOut Alarm triggered when installer accesses the Hardware Input
Test page and enables the manual control of the board
output.
CalibAlert Alert triggered from calibration expiration. Input
CalibAlertOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
COM_Alm Alarm triggered when the sensor/pneumatic module is Input
disconnected.
COM_AlmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement or DO_Ack=1.
DelayedStart Alarm triggered when the sensor has a Delayed Start Input
status.
DO_Ack Used as an input to set all system alarms equal to 0 (off). Input, Output
Used as an output for confirmation if acknowledgement
from SCADA occurs for any system alarm.
EnableSwitch Alarm triggered when it is not possible to use the sensor Input
switch.
FlowAlarm Alarm triggered when flow alarm occurs. Input
FlowAlarmOut Triggered to 1 at the time of the alarm. Input
Installed Confirms if the sensor is installed. Input
LineFault Alarm triggered when the sampling is interrupted. Input
LineFaultOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement of DO_Ack=1.

Page 7-48 FacilityPro Software User Guide

Run Time Logic Editor Chapter 7 System Tasks

Table 7-16 Particle Counter (PC) Folder

Tags Description Usage
Locked Used as an output to disable the sensor from sampling. Input, Output
Used as an input for confirmation of when the sensor is
locked.
LogData Confirms when the data is logged in your database. Input
PneumaticModuleAlarm Alarm triggered when the pneumatic module has an Input
alarm.
PneumaticModuleAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement of DO_Ack=1.
Alarm Alarm triggered when the cubic foot concentration of Input
PS1>CF>Limit1 or particles exceeds limit settings.
PS1>CM>Limit1
AlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
PS1>CF>Limit1 or after acknowledgement of DO_Ack=1.
PS1>CM>Limit1
CF_OK Alarm triggered when cubic foot concentration is Input
Navigate: PS1>CF reached.
CM_OK Alarm triggered when cubic meter concentration is Input
Navigate: PS1>CM reached.
SensorIsLockedAlarm Alarm triggered when the sensor is locked. Input
SensorIsLockedAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement of DO_Ack=1.
SensorIsSampling Alarm triggered when the sensor is in use. Input
STOP_Alm Alarm triggered when time or volume sampling is Input
interrupted by a user.
STOP_AlmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement of DO_Ack=1.
Switch Used as an input for confirmation of the sensor switch Input, Output
status. Used as an output to start sensor sampling.

Pumps Group Folder

There can be a maximum of eight (8) pumps groups. There is one (1) pumps group per
pneumatic module.

Table 7-17 Pumps Group Folder

Tags Description Usage
Alarm1 Alarm triggers when the maximum pneumatic pressure Input
between modules in the same pump group limit 1 is
exceeded.

FacilityPro Software User Guide Page 7-49

Chapter 7 System Tasks Run Time Logic Editor

Table 7-17 Pumps Group Folder

Tags Description Usage
Alarm2 Alarm triggers when the maximum pneumatic pressure Input
between modules in the same pump group limit 2 is
exceeded.
HardwareTestMode Alarm triggered when installer accesses the Hardware Input
Test page and enables the manual control of a module
in the same pump group.
Pump1Test Alarm triggered when Pump 1 is on. Input
Pump2Test Alarm triggered when Pump 2 is on. Input
Pump3Test Alarm triggered when Pump 3 is on. Input
Pump4Test Alarm triggered when Pump 4 is on. Input

Page 7-50 FacilityPro Software User Guide

Run Time Logic Editor Chapter 7 System Tasks

Pneumatic Module Folder

There can be a maximum of eight (8) pneumatic modules per processor. Each sensor
has 8 channels (8 channel valves and 8 flow valves).

Table 7-18 Pumps Group Folder

Tags Description Usage
CalibAlarm Alarm triggered from calibration expiration. Input
CalibAlarmOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement of DO_Ack=1.
CalibAlert Alert triggered from calibration expiration. Input
CalibAlertOut Triggered to 1 at the time of the alarm, but switches to 0 Input
after acknowledgement of DO_Ack=1.
ChanValve Alarm is triggered when the channel valve is on. Input
Channel_X
FlowValve Alarm triggered when the flow valve is on. Input
Channel_X
COM_Alm Alarm triggered when the sensor/pneumatic module is Input
disconnected.
DO_Ack Used as an input to set all system alarms equal to 0 (off). Input, Output
Used as an output for confirmation if acknowledgement
from SCADA occurs for any system alarm.
PressureTestFault Alarm triggered on the initial pressure test fault of the Input
sensor/pneumatic module.
RBValve Alarm triggered when the barometric pressure valve is Input
on.

System Folder
System tags refer to SCADA for communication and information exchange (SCADA
Alarm).

Table 7-19 System Folder

Tags Description Usage
AICalibAlarmLimit Status (Enabled/Disabled) of the Analog Sensor Input
Calibration Alarm
AICalibAlertLimit Status (Enabled/Disabled) of the Analog Sensor Input
Calibration Alarm
BufferAlarm1 Alarm triggered when disconnection time between Input
SCADA A and the FacilityPro exceed the set buffer time.
BufferAlarm1Out Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.

FacilityPro Software User Guide Page 7-51

Chapter 7 System Tasks Run Time Logic Editor

Table 7-19 System Folder

Tags Description Usage
BufferAlarm2 Alarm triggered when disconnection time between Input
SCADA B and the FacilityPro exceed the set buffer time.
BufferAlarm2Out Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
ComAlarm1 FacilityPro communication alarm with Node A. Input
ComAlarm1Out Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
ComAlarm2 FacilityPro communication alarm with Node B. Input
ComAlarm2Out Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
DO_Ack Used as an input to set all system alarms equal to 0 (off). Input, Output
Used as an output for confirmation if acknowledgement
from SCADA occurs for any system alarm.
LifeBeat1_Alarm SCADA A communication alarm from OPC Link. Input
LifeBeat1_AlarmOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
LifeBeat2_Alarm SCADA B communication alarm from OPC Link. Input
LifeBeat2_AlarmOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
PCCalibAlarmLimitEnabled Status (Enabled/Disabled) of the particle calibration Input
alarm.
PCCalibAlertLimitEnabled Status (Enabled/Disabled) of the particle sensor Input
calibration alert.
PMCalibAlarmLimitEnabled Status (Enabled/Disabled) of the pneumatic module Input
calibration alarm.
PMCalibAlertLimitEnabled Status (Enabled/Disabled) of the pneumatic module Input
calibration alert.
Scada1Alarm Alarm from SCADA A to FacilityPro processor. Input
Scada1AlarmOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.
Scada2Alarm Alarm from SCADA B to FacilityPro processor. Input
Scada2AlarmOut Triggered to 1 at the time of the alert, but switches to 0 Input
after acknowledgement or DO_Ack=1.

Page 7-52 FacilityPro Software User Guide

Run Time Logic Editor Chapter 7 System Tasks

Usage for Tag pane

The Usage for Tag pane will display the rule associated with the selected tag.

Figure 7-30 Available tag selection displays its usage

In Figure 7-30, the Available Tag selected is “Do002”. The usage associated with this
tag is as an Input for Sampling on input Rule 1 (S01).

Editor pane
The Editor pane contains all rules organized by type (Rules, Sampling on input, and
Tower lights)

Figure 7-31 Editor pane contains all edited rules organized by type

FacilityPro Software User Guide Page 7-53

Chapter 7 System Tasks Rule Editor

Rule Editor
Use the Rule Editor to create logic to drive digital output (DO).

Figure 7-32 Rule Editor window

Rule Type
DO activation is a product of combinatory logic that uses the operators “and”, “or”,
“not” and “delay”. The list of Rule types (see Figure 4-4) are derived from “and”, “or”
and “not”:
• OR
• NOR
• AND
• NAND
The cause and effect of each logic statement is summarized in the tables below.

Table 7-20 Effect on output of turning all input on/off

Output

ON OFF

ON NOR OR
All Input
OFF AND NAND

Table 7-21 Effect on output of turning any input on/off

Output

ON OFF

Page 7-54 FacilityPro Software User Guide

Rule Editor Chapter 7 System Tasks

ON NAND AND
Any Input
OFF OR NOR

The operator “delay” is used in the following way:

• When Timer OFF Delay is checked, the output of the rule will = 0 (become false)
after the set Output delay time (between 0 and 3600 seconds).
• When Timer OFF Delay is left unchecked, the output activation (= 1) of the rule
will be delayed after the set Output delay time.

Example Rule Editor Rule Creation

Use Figure 7-32 and Figure 7-33 as a guide for the following steps:
1 To begin, select Add Master Rule to open the Rule Editor window.
2 Assume the rule requires the output to activate only when all associated inputs are
deactivated. For this assumption, under Rule type, select “OR”. Create a unique Rule
ID to describe the rule.
3 Assume an output activation delay of 0 seconds. Set the Output delay to be 0
seconds, and leave the Timer OFF Delay box unchecked.
4 Once finished, select OK.
5 Upon rule creation, Outputs and Inputs folders will appear beneath the Rule ID
details. Drag the desired tags from the Available Tags pane and drop them into the
applicable folders. The rule in Figure 7-33 uses one tag from the Digital Input (DI)
folder, and one from the Digital Output (DO) folder: Di006 and Do003.

Figure 7-33 Example Rule created with Rule Editor

Creating a Child Rule

Use this procedure to create an additional logic statement within a rule. A child rule
can be added to the Inputs folder of a rule.
1 After selecting the Inputs folder of the rule, select the Add Child Rule button.

FacilityPro Software User Guide Page 7-55

Chapter 7 System Tasks Sampling on Input Editor

2 The Rule Editor window will appear (see Figure 7-34). In this window, you will be
able to set the Rule type, Output delay and Timer OFF Delay option.

Figure 7-34 Child rule creation in Rule Editor

3 Assume that our child rule uses Rule type “OR”, with the output activating after an
Output delay of 0 seconds (Timer OFF Delay is unchecked).
4 Once finished, select OK.
5 An additional Inputs folder is created within the original rule’s input. Both rule
statements are used for Output activation/deactivation.
6 Save the created rule by selecting the Save Rules button from the bottom menu.

Sampling on Input Editor

Use the Sampling on input editor to start/stop a pre-configured recipe with digital
input. A digital output is available as feedback to notify that the recipe is sampling.

Page 7-56 FacilityPro Software User Guide

Sampling on Input Editor Chapter 7 System Tasks

Figure 7-35 Sampling on input editor window

FacilityPro Software User Guide Page 7-57

Chapter 7 System Tasks Tower Lights

Sampling on input type can be selected as:

• Single: Allows a single digital input for the application of pushbutton sampling
activation, with a second push deactivating the sampling.
• Dual: Allows for two separate manual inputs for the application of a pushbutton
to start sampling and a second pushbutton to stop sampling.
• Direct: Allows the use of a switch instead of a pushbutton to drive sampling.
When the switch is closed, the sampling is started. When open, the sampling is
stopped.
Sampling modes define the state of operation applied to the selected recipe. Options
include At rest and Operational conditions.
All associations between DI and recipes are saved together with all rules definitions in
the Rules.dat file.
Recipes can be created using SCADA for implementation in this special rule (see
Chapter 3 Recipes).

Tower Lights
Use the TowerLightEditForm to create rules to drive light activation with the use of
input/ output tags.

Figure 7-36 TowerLightEditForm window

A Tower Light rule is a special rule that runs separately from all other rules. When a
tower light rule is added, the following may be specified:
• 5 digital outputs to drive light activation
• 5 digital inputs to drive the logic
• One additional digital input (Acknowledge Input) for siren silencing (with a Horn
off delay option)

Page 7-58 FacilityPro Software User Guide

Tower Lights Chapter 7 System Tasks

• A timer for siren reactivation if the alarm should persist after silencing (Ack. reset
delay).
Table 7-22 Tower Light Outputs and Inputs
Icon Description
User-specified tower light rule name. Primary node for a tower light rule.

Red Light Output

Activates when Red Light Input is one.
Green and Yellow Light Output turns off when activated.
Yellow Light Output
Activates when Yellow Light Input is on.
Green Light Output turns off when activated.
Blue Light Output
Activates when Blue Light Input is on.
Independent operation from other lights.
Green Light Input
Activates when Green Light Input is on, indicated the associated channel has a sampling status.
All other lights are off when activated.
Horn Output
Activates when Red Light Input is activated.

Red Light Input

Inputs required to be true to cause Red Light activation.

Yellow Light Input

Inputs required to be true to cause Yellow Light activation.

Blue Light Input

Inputs required to be true to cause Blue Light activation.

Green Light Input

Inputs required to be true to cause Green Light activation.

Horn Input
Inputs required to be true to cause Horn activation (in addition to Red Light Inputs).

Acknowledge Input
Silences the horn (deactivates Horn Output). Use the Ack. reset delay to set the timer in
seconds (between 0 and 3600) before horn reactivation if the alarm persists after silencing.

The Horn off delay is the time in seconds (between 0 and 3600) before the Horn
Output becomes false (=0) after the horn is activated.
The Ack. reset delay is the amount of lapsed time before the horn is reactivated after
Acknowledgement Input is activated. The variable can be set to be between 0 to 3600
seconds.

FacilityPro Software User Guide Page 7-59

Chapter 7 System Tasks Tower Lights

Example Tower Light Rule Creation

Use Figure 4-10, Figure 4-11 and Figure 4-12 as a guide for the following steps:
1 To begin, select Add Tower Light to open the TowerLightEditForm window.
2 Create a unique Tower Light ID for the rule, or use the default “Tower Light X”
format.
3 In the Horn off delay field, specify the number of seconds before the horn is
silenced.
4 In the Ack. reset delay field, specify the number of seconds before the horn will
reactivate after Acknowledgement Input is activated.
5 Once finished, select OK.
6 A listing of Tower Light Outputs and Inputs will appear. Figure 7-37 displays an
example Tower Light rule.

Figure 7-37 Example Tower Light rule

Page 7-60 FacilityPro Software User Guide

Testing Output Activation Chapter 7 System Tasks

Testing Output Activation

Use the Run Time Logic Editor to manually activate inputs in order to test output
activation for specific rules.

Checkmark the desired inputs in order to test output activation within a specific

rule. When an output is activated, its adjacent box will turn green , in addition to

the box adjacent to the rule’s description. A white box indicates inactivation.

FacilityPro Software User Guide Page 7-61

Chapter 7 System Tasks Historian Administrator

Historian Administrator
The Proficy Historian Administrator window can be opened to run the Proficy
Historian interface for the FacilityPro server.

Proficy Historian Administrator window

>> To open the Proficy Historian Administrator window:

1 Click the System button at the bottom of the FacilityPro screen.
The System window appears (see Figure 7-1 on page 7-3).

2 Click the Historian Admin button in the System window.

The Proficy Historian Administrator window appears (see Figure 7-38).

Figure 7-38 Proficy Historian Administrator window for the FacilityPro server

Page 7-62 FacilityPro Software User Guide

Chapter 8
Reports

FacilityPro software generates reports via the Report window (see Report Window on
page 8-2).

Overview
Reports available through the Report window
The general report types that can be generated from the Report window are:

• Audit Report
Log-ins, Alarms and Alarms Acknowledge, Electronic Signature events.
See example on page 8-32.
• Trend Report
Sampling data from the sensors in graphical format.
See example in page 8-45.
• Data Report
Sampling data from the sensors in tabular format.
See example on page 8-38.
A Report window report can be filtered for one of the following parameters:

• Select By Group 
Selection is made on a pre-defined group of modules.
See Create a report “by group” on page 8-13.
• Select By Sampling 
Extraction of data is filtered for recipe.
See Create a report “by sampling” on page 8-20.
Generation of reports via the Report window is described in Report Window beginning
on page 8-2.

Reports available through the Sampling Report window

The Sampling Report is automatically generated when the Select by Sampling tab is
chosen (see Figure 8-39 on page 8-48).

A Sampling Report can be generated for each recipe that has been started during a
specific time period (see Sampling Report on page 8-48).

FacilityPro Software User Guide Page 8-1

Chapter 8 Reports Report Window

Report Window
The Report window has configuration fields across the top of the window and
separate tabs for displaying each type of report in a text box (see Figure 8-2).

>> To open the Report window:

1 Click the Report button at the bottom of the FacilityPro screen. You will
be prompted to set the interval of activity available for report generation.

Figure 8-1 Report window, Set Interval window

2 After the Start date and End date have been selected using the given calendar
fields, click Set Interval.
3 The Report window appears (see Figure 8-2).

Page 8-2 FacilityPro Software User Guide

Configuration of Tags Catalog Chapter 8 Reports

Figure 8-2 Report window, Select by Group tab fields

The buttons in the top right corner of the Report window are described in Table 8-1.

Table 8-1 Report window buttons

Component Description
Config. button For Administrator users (see Configuration of Tags Catalog
on page 8-3). Click this button to open the Tags catalog
window where the parameters displayed in the Report
window can be configured.
Click this button to close the session with the Report
Exit Page button window. Any reports generated during the session will close
also.
Execute Report  Click this button to open the “add comment” window and
button generate the report with the parameters set up in the Report
window. See page 8-20 or page 8-25.

Configuration of Tags Catalog

The Tags catalog window lets an Administrator associate sensors with group and
create and modify recipes.

>> To open the Tags catalog window:

1 Log in as a user with Administrator privileges.
2 Open the Report window as described on page 8-2.

FacilityPro Software User Guide Page 8-3

Chapter 8 Reports Configuration of Tags Catalog

3 Click the Config. button.

The Tags catalog window appears (see Figure 8-9 and Figure 8-7).
Sensor Type, Sensors Alarms, Sensors, and Data Types tabs all contain a Records
Filter pane to facilitate user searches.

Records Filter

Enable box Check this box to enable the user-specified search criteria.

Use the drop down list of Field names (i.e., LOLO Limit, Description, etc.) to
facilitate your search to a specific column.

Field Name drop down

Type the numeric value of the desired field here.

Field value

First Pos. Use this button to search only for the first positive search result.

Any Pos. Use this button to search for all positive search results.

The buttons at the top right of certain tabs are used to navigate to the record in the
table, add and delete entries, and save your edits.

Component Description
Click this button to view the first row in the table.
View First Row button

Click this button to view the previous row in the table.

View Previous Row button

Click this button to view the next row in the table.

View Next Row button

Click this button to view the last row in the table.

View Last Row button

View Previous Field button Click this button to view the previous field in the table.

Click this button to add another entry row.

Add New Entry button

Click this button to delete the selected entry row.

Delete Entry button

Click this button to save all changes. The Electronic Signature

Save Changes button
window will appear.
Click this button to undo your most recent edit.
Cancel Changes button

Page 8-4 FacilityPro Software User Guide

Configuration of Tags Catalog Chapter 8 Reports

Tags Catalog tabs

Sensor Type

Figure 8-3 Tags catalog window, Sensor Type tab

Use this tab to add to, edit, delete, and sort through the Sensor Type list (i.e. Analog,
Particles, RVU).

FacilityPro Software User Guide Page 8-5

Chapter 8 Reports Configuration of Tags Catalog

Sensors Alarms

Figure 8-4 Tags catalog window, Sensors Alarms tab

Use the Sensors Alarms tab to add, edit, delete, and sort through sensor alarms. Use
Field name and Field value to filter using the categories of Sensor Type (i.e. Analog,
Particles, Biological), Sensor Type ID (a number assigned to a type of Alarm Suffix),
and Alarm Suffix (specified by its associated alarm tag).

Sensors

Figure 8-5 Tags catalog window, Sensors tab

Use the Sensors tab to add, edit, delete, and sort through entries based on the
following fields: Sensor Type, Sensor Type ID, FacilityPro number, Module, Sensor
number, Sensor Name and Tag Description. Duplicate a selected row using the
associated button adjacent to the Records Filter.

Page 8-6 FacilityPro Software User Guide

Configuration of Tags Catalog Chapter 8 Reports

All values will have functional defaults in place prior to any editing.

Data Types

Figure 8-6 Tags catalog window, Data Types tab

Use the Data Types tab to add, edit, delete, and sort through entries based on all
possible criteria (use the bottom slider to view all columns).
All values will have functional defaults in place prior to any editing.

Sensor Groups

Figure 8-7 Tags catalog window, Sensor Groups tab

Use the Sensor Groups tab to associate sensors with groups. See Configure Sensor
Group Tags on page 8-11.

FacilityPro Software User Guide Page 8-7

Chapter 8 Reports Configuration of Tags Catalog

Figure 8-8 Tags catalog window, Data Type Groups tab

Use the Data Type Groups tab to associate Data Types (i.e. MiniCapt Flow) with Data
Type Groups (i.e. MiniCapt). Default Data Type Groups to be displayed for Sampling
Reports can be checkmarked beneath Sampling report default.

Use the Multi insert button to select multiple Data Types to associate
with a specific Data Type Group.

Default restores the selected entry’s default values.

Recipes

Figure 8-9 Tags catalog window, Recipes tab

Page 8-8 FacilityPro Software User Guide

Configuration of Tags Catalog Chapter 8 Reports

Use the Recipes tab to assign Sensors Groups and Data Types Groups to specific
recipes (located under Recipe Name, i.e. MiniCapt, Particles, RVU). Entries under
Recipe Name can be added or deleted. See Configure Recipe Tags on page 8-12 for
more details.

Use the Undo arrow to undo the last change made.

Tags Control

Figure 8-10 Tags catalog window, Tags Control tab

Use the Tags Control tab to Report new tags, navigate through Configured Tags, Not
Found Tags and Historian Tags, and Refresh tag listings.

FacilityPro Software User Guide Page 8-9

Chapter 8 Reports Configuration of Tags Catalog

Pens Color Selection

Figure 8-11 Tags catalog window, Pens Color Selection tab

Use the Pens Color Selection tab to specify colors of sensor data in a Trend Report.
The order of use begins with Pen number 1.

Page 8-10 FacilityPro Software User Guide

Configuration of Tags Catalog Chapter 8 Reports

Configure Sensor Group Tags

An Administrator can associate sensors with groups using the Sensor Groups tab in
the Tags catalog window.

>> To add new Sensor group:

1 Open the Tags catalog window as described on page 8-3.
2 Click the Sensors Groups tab in the Tags catalog window.
3 In the Sensor Groups tab of the Tags catalog window, select one of the existing
groups in the Sensors Groups list.

4 Click the Plus button.

A field for the name of the new Sensor group appears in the Sensors Groups column
of the Sensors Groups tab in the Tags catalog window.
5 Type the name of the new Sensor group.

6 Click the Accept button.

7 Click the Multi insert button.

The Select sensors in group window appears (see Figure 8-12).

Figure 8-12 Select sensors in group window

8 In the Available Sensors list of the Select sensors in group window, select all
sensors that you want to add to the new group.
9 Click the > button to add the selected sensors to the Selected Sensors list.

10 Click the OK button in the Select sensors in group window to close it.

11 Click the X button to close the Tags catalog window.

FacilityPro Software User Guide Page 8-11

Chapter 8 Reports Creating Reports through the Report Window

Configure Recipe Tags

An Administrator can create and modify recipes using the Recipes tab in the Tags
catalog window.

Recipes are collections of data to be displayed in Report Generator, obtained as a

combination of Sensors Groups and Data types.

>> To add new recipe:

1 Open the Tags catalog window as described on page 8-3.
2 Click the Recipes tab in the Tags catalog window.

3 In the Recipes tab of the Tags catalog window, click the Plus button.
A field for the name of the new recipe appears in the Recipe Name column of the
Recipes tab in the Tags catalog window.
4 Type the name of the new recipe
5 Select the desired Sensor group from the Sensors Groups list.
6 Select the desired Data Type group from the Data Types Groups list.

7 Click the Accept button.

8 Click the X button at the top right corner of the window.

Creating Reports through the Report Window

Creating any report through the Report window involves the following general steps:

1 Choose between these tabs, then select parameters for the report:
• Select by Group 
See Create a report “by group” on page 8-13.
• Select by Sampling 
See Create a report “by sampling” on page 8-20.
2 Select the report you want to generate.
See Select report(s) to generate on page 8-18.
3 Select the Report Type. By event lists all alarm and non-alarm events occuring
between the specified time. By interval defines an “every nth” value for which
subset of samples to include in the report. If this field is null, all the data from the
sampling will be included in the report.
4 Set a date/time range for the report.
See Set a date and time range for a report on page 8-23.

Page 8-12 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

5 Click the Execute Report button to type note text you want to include in
the header of the report and generate the report.
See Execute the report on page 8-20.
The system automatically generates the Audit / Data / Trend report and displays it
in the text box of the Report window.
After a report has been generated and displayed in the Report window, you can:

• Review the report on screen.

See Change the View in the Report Displayed in the Report Window on page 8-27.
• Print the report.
See Print a Report from the Report Window on page 8-29.
• Save a copy of the report as a PDF file or a CSV (comma-separated values) file.
See Export a Report from the Report Window on page 8-30.

Create a report “by group”

You can generate a report for a pre-defined group of modules. For example, groups of
modules might include:

• All Analogs – all Analog sensors installed in the system.

• All BIO – all Biological samplers installed in the system.
• All PC – all Particle sensors installed in the system.
>> To display the parameters for generating a report based on “by group”:

1 Click the Report button at the bottom of the FacilityPro screen.

The Report window appears (see Figure 8-2 on page 8-3).

2 Click the Select by Group tab.

The parameters available display along the top of the Report window (see Figure
8-13)

Figure 8-13 Parameter fields in the Report window for Select by Group reports
The parameters available for reports created “by group” in the Report window are
described in Table 8-2.

FacilityPro Software User Guide Page 8-13

Chapter 8 Reports Creating Reports through the Report Window

Table 8-2 Select by Group tab Report window components

Component Description
Start date field and list field Defines the day, month, and year for the beginning of
the time range to be included in the report.
Start time field and spinner buttons Defines the hour, minute, and second for the beginning
of the time range to be included in the report, in the
format hh:mm:ss.
End date field and list field Defines the day, month, and year for the end of the time
range to be included in the report.
End time field and spinner buttons Defines the hour, minute, and second for the end of the
time range to be included in the report, in the format
hh:mm:ss.

All Data option Select this option to include in the report all event data
collected.

Only this mode option Select this option to select the mode for the report from
the field:
• Normal Operation
• At rest
• In operation
• Custom
Select Group list Only one of the pre-defined groups can be selected as
the basis for the an Audit Report report(s) during a
session if it is being filtered with the Filtered option.

Audit Report check box and options • When checked, an Audit Report will be generated
and displayed in the Audit Report tab when the
See an example on page 8-32 Execute Report button is clicked.
• When not checked, no Audit Report will be
generated when the Execute Report button is
clicked.

Filtered • When selected, only the data available for the

group selected in the Select Group list will be
Not Filtered included when the Audit report is generated.
• When not selected, data for all groups will be
included when the Audit report is generated.

Page 8-14 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

Table 8-2 Select by Group tab Report window components (Continued)

Component Description
Data Report check box • When checked, a Data Report will be generated
and displayed in the Data Report tab when the
See an example on page 8-38 Execute Report button is clicked.
• When not checked, no Data Report will be
generated when the Execute Report button is
clicked.

Detailed • When selected, all the data available for the

group selected in the Select Group list will be
included when the Data report is generated.
Stats Only • When selected, only the Statistical data available
for the group selected in the Select Group list will be
included when the Data report is generated.

Trend Report check box • When checked, a Trend Report will be generated
and displayed in the Trend Report tab when the
See an example on page 8-45 Execute Report button is clicked.
• When not checked, no Trend Report will be
generated when the Execute Report button is
clicked.
Report type options

By event Selecting this radio button will list every alarm and
non-alarm event in the report.

By interval This field defines an “every nth” value for which subset
of samples to include in the report. If this field is null, all
the data from the sampling will be included in the
report.
Grouping options

Raw option Select this option to hide the Summarize pane.

Summary option Select this option to enable the Intervals field and
Calculate options in the Summarize pane.
continued on next page
Summarize field and options

FacilityPro Software User Guide Page 8-15

Chapter 8 Reports Creating Reports through the Report Window

Table 8-2 Select by Group tab Report window components (Continued)

Component Description
Number of Intervals field This field applies a Historical Trend function which uses
fewer samples than the samples stored in the database
for the requested time range to create a historical trend
view (at least 1 sample every minute). You can set a
sub-interval (number of samples) to display collapsed
into one sample.

Calculate options The sub-interval’s value to use for calculating the trend
can be one of the following options:
• Minimum option – Select this option to use the
minimum value of the samples in the sub interval.
• Maximum option – Select this option to use the
maximum value of the samples in the sub interval.
• Average option – Select this option to use the
average of the samples in the sub interval.
• Sum option – Select this option to use the sum of
the value of each sample of the interval.

Page 8-16 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

Set a date and time range for a report

Every report requires a start date and time, and an end date and time.

>> To set the start date for the report:

1 In the Start Date field, click the list box button.
A Calendar popup appears (see Figure 8-14).

2 Use the left and right arrows in the Calendar popup to

select the month and year for the start date of the report.
3 Select the day of the month.
Figure 8-14 Calendar popup
4 Click in the Start date field to close the Calendar popup.
The date you selected in the Calendar popup displays in the Start Date field.
>> To set the end date for the report:
1 Repeat the steps described above in To set the start date for the report: using the End
Date field instead of the Start Date field.
>> To set the start time for the report:
1 In the Start Time field, edit the hour, minute, second
using the format hh:mm:ss, 
–OR–
On SCADA Client PCs, click the spinner buttons in
the Start Time field to display a Time Set popup (see
Figure 8-15).
Figure 8-15 Time Set popup

2 Use the Up and Down arrow buttons in the Time Set popup to set the Hour,

Minute, and Second for the start time.

3 Click either AM or PM button.

4 Click the OK button in the Time Set popup to close it.

The time you selected appears in the Start Time field.
>> To set the end time for the report:
1 Repeat the steps described in To set the start time for the report: on page 8-23 using
the End Time field instead of the End Time field.

FacilityPro Software User Guide Page 8-17

Chapter 8 Reports Creating Reports through the Report Window

Select a data subset

1 To include all data in the report, select the All Data option.
2 To include a data subset in the report, select the Only this mode option:
a. From the Only this mode list box, select the mode to apply to the report.
Examples of modes include:
• Normal Operation
• At rest
• Custom

Select a group of modules to include in the report

1 In the Select Group list, select a group of modules to use as the basis for the report.
Examples of groups are:
• All Analogs – all Analog sensors installed in the system.
• All BIO – all Biological samplers installed in the system.
• All PC – all Particle sensors installed in the system.

Select report(s) to generate

One or more of the following reports can be generated at one time:

• Audit Report – Lists the following events:

• Log-ins
• Electronic Signatures
• Alarms
• Alarm Acknowledges
See an illustration in Audit Report examples – Select by Group – Audit Report on
page 8-32.
• Trend Report
Historical trend of sampling data from the sensors rendered in graphical format.
See an illustration in Trend Report examples – Select by Samplings on page 8-45.
• Data Report
Sampling data from the sensors in tabular format.
See an illustration in Data Report examples – Select by Group on page 8-38.
If you choose more than one report to generate, each report will be available in a
separate tab in the Report window after the reports are generated.

>> To select the report subject(s):

1 To select the Audit Report, place a checkmark in the Audit Report check box
and select one of the following options:

Page 8-18 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

• Filtered option – Causes the data displayed to be limited to only the data in
the group. (Filters are configured in the Custom fields configuration window
(see Configuring Custom Fields to Apply to a Sampling on page 4-7.)
• Not Filtered option – Causes no filter to be applied to the report.
2 To select the Data Report, place a checkmark in the Data Report check box and
select one of the following options:
• Detailed – When selected, all the data available for the group selected in the
Select Group list will be included when the Data report is generated.
• Stats Only – When selected, only the Statistical data available for the group
selected in the Select Group list will be included when the Data report is
generated.
3 To select the Trend Report, place a checkmark in the Trend Report check box.

Select an interval, specify the type for the report

>> To select the a certain interval for which data to include and specify “raw” or
“summary” data:
1 In the Report type pane, there is the option to choose By event or By interval.
Choose By Interval and use the Sec. field to enter an “every nth” number to limit
the number of samples to include in the report.
2 In the Grouping pane, select one of the following options:
• Raw – Select this option to use raw data in the report.
• Summary – Select this option to display the Summarize pane with the
Number of intervals field and the Calculate options.

For a Trend Report, set calculation parameters

1 In the Number of Intervals field, enter the number of samples to display collapsed
into one sample.
2 From the Calculate pane, select which sub-interval’s value to use for calculating the
trend:
• Minimum option – The minimum value of the samples in the sub interval.
• Maximum option – The maximum value of the samples in the sub interval.
• Average option – The average of the samples in the sub interval.
• Sum option – The sum of the value of each sample of the interval.

FacilityPro Software User Guide Page 8-19

Chapter 8 Reports Creating Reports through the Report Window

Execute the report

1 Click the Execute Report button.

2 The Input a comment to print on reports dialog box appears (see Figure 8-16 on
page 8-20).

Figure 8-16 Input a comment to print on reports dialog box

3 In the Input a comment to print on reports dialog box, enter note text you want
included in the header of the report.
4 Click the OK button in the Input a comment to print on reports dialog
box.
The system automatically generates Audit / Data / Trend report and displays it in
the text box of the Report window.

Create a report “by sampling”

The parameters available for reports created “by sampling” are shown in Figure 8-17
and described in Table 8-3.

>> To display the parameters for generating a report based on “by sampling”:
1 Click the Report button at the bottom of the FacilityPro screen.
The Report window appears (see Figure 8-2 on page 8-3).

2 Click the Select by Sampling button.

The parameters available display along the top of the Report window (see Figure
8-17)

Figure 8-17 Parameter fields in the Report window for Select by Sampling reports
The components of the Report window for the Select by Sampling mode are
described in Table 8-3.

Table 8-3 Select by Sampling mode Report window components

Component Description
Start date field and list field Defines the day, month, and year for the beginning of the
time range to be included in the report.

Page 8-20 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

Table 8-3 Select by Sampling mode Report window components (Continued)

Component Description
Start time field and spinner buttons Defines the hour, minute, and second for the beginning of
the time range to be included in the report, in the format
hh:mm:ss.
End date field and list field Defines the day, month, and year for the end of the time
range to be included in the report.
End time field and spinner buttons Defines the hour, minute, and second for the end of the time
range to be included in the report, in the format hh:mm:ss.
Filter by recipe check box and  • When checked, you can select recipe from the list to
list field apply as a filter for the report.
Select Sampling list One currently scheduled sampling can be selected from this
list.
Batch Filters  • Custom Field 1 – When checked, you can select the
check boxes and list fields filter to apply to the report.
• Custom Field 2 – When checked, you can select the
filter to apply to the report.
• Custom Field 3 – When checked, you can select the
filter to apply to the report.
• Custom Field 4 – When checked, you can select the
filter to apply to the report.
See Custom fields configuration window on page 4-7.
Audit Report check box and options • When checked, an Audit Report will be generated and
displayed in the Audit Report tab when the Execute
Report button is clicked.
• When not checked, no Audit Report will be generated
when the Execute Report button is clicked.

Filtered • When selected, only the data available for the custom
filter selected in the Batch Filters list will be included
when the Audit report is generated.

Not Filtered • When not selected, all data for the selected sampling
for all groups will be included when the Audit report is
generated.
Data Report check box •
When checked, a Data Report will be generated and
displayed in the Data Report tab when the Execute
See an example on Data Report examples – Report button is clicked.
Select by Group on page 8-38 • When not checked, no Data Report will be generated
when the Execute Report button is clicked.

Detailed • When selected, all the data available for the sampling
selected in the Select Sampling list will be included when
the Data report is generated.
Status Only • When selected, only the Statistical data available for
the sampling selected in the Select Sampling list will be
included when the Data report is generated.

FacilityPro Software User Guide Page 8-21

Chapter 8 Reports Creating Reports through the Report Window

Table 8-3 Select by Sampling mode Report window components (Continued)

Component Description
Trend Report check box • When checked, a Trend Report will be generated and
displayed in the Trend Report tab when the Execute
Report button is clicked.
• When not checked, no Trend Report will be generated
when the Execute Report button is clicked.
Intervals field This field defines an “every nth” value for which subset of
samples to include in the report. If this field is null, all the
data from the sampling will be included in the report.
Grouping options

Raw When selected, hides Summarize pane.

Summary When selected, enables the Intervals field and

Calculate options in the Summarize pane.
Summarize field and options
Number of Intervals field This field applies a Historical Trend function which uses
fewer samples than the samples stored in the database for
the requested time range to create a historical trend view (at
least 1 sample every minute). You can set a sub-interval
(number of samples) to display collapsed into one sample.

The sub-interval’s value to use for calculating the trend can

Calculate options be one of the following options:
• Minimum option – The minimum value of the samples
in the sub interval.
• Maximum option – The maximum value of the
samples in the sub interval.
• Average option – The average of the samples in the
sub interval.
• Sum option – The sum of the value of each sample of
the interval.

Page 8-22 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

Set a date and time range for a report

Every report requires a start date and time, and an end date and time.

>> To set the start date for the report:

1 In the Start Date field, click the list box button.
A Calendar popup appears (see Figure 8-18).

2 Use the left and right arrows in the Calendar popup to

select the month and year for the start date of the report.
3 Select the day of the month.
Figure 8-18 Calendar popup
4 Click in the Start date field to close the Calendar popup.
The date you selected in the Calendar popup displays in the Start Date field.
>> To set the end date for the report:
1 Repeat the steps described above in To set the start date for the report: using the End
Date field instead of the Start Date field.
>> To set the start time for the report:
1 In the Start Time field, edit the hour, minute, second
using the format hh:mm:ss, 
–OR–
On SCADA Client PCs, click the spinner buttons in
the Start Time field to display a Time Set popup (see
Figure 8-19).
Figure 8-19 Time Set popup
2 Use the Up and Down arrow buttons in the Time Set popup to set the Hour,

Minute, and Second for the start time.

3 Click either AM or PM button.

4 Click the OK button in the Time Set popup to close it.

The time you selected appears in the Start Time field.
>> To set the end time for the report:
1 Repeat the steps described in To set the start time for the report: on page 8-23 using
the End Time field instead of the End Time field.

FacilityPro Software User Guide Page 8-23

Chapter 8 Reports Creating Reports through the Report Window

Select a recipe, a sampling, and filters

1 To limit the report to events for a single recipe:
a. Place a checkmark in the Filter by recipe check box.
b. From the field below the Filter by recipe check box, select the Recipe you want
to use for the report.
2 From the Select Sampling field, select the sampling to use in the report.
3 To apply filters to the report in the Batch Filters pane:
a. Place a checkmark in the Custom Field 1 check box to activate the filter.
b. Place a checkmark in the Custom Field 2 check box to activate the filter.
c. Place a checkmark in the Custom Field 3 check box to activate the filter.
d. Place a checkmark in the Custom Field 4 check box to activate the filter.

Select a report to generate

One or more of the following reports can be generated at one time:

• Audit Report – Lists the following events:

• Log-ins
• Electronic Signatures
• Alarms
• Alarm Acknowledges
See an illustration in Audit Report examples – Select by Group – Audit Report on
page 8-32.
• Trend Report
Sampling data from the sensors in graphical format.
See an illustration in Trend Report examples – Select by Samplings on page 8-45.
• Data Report
Sampling data from the sensors in tabular format.
See an illustration in Data Report examples – Select by Group on page 8-38.
The Report window has separate tabs for type of report.

>> To select the report subject(s):

1 To select the Audit Report, place a checkmark in the Audit Report check box and
select one of the following options:
• Filtered option – Causes the data displayed to be limited to only the data in
the group selected in the Select Group field. (Filters are configured in the Custom
fields configuration window (see Configuring Custom Fields to Apply to a
Sampling on page 4-7.)

Page 8-24 FacilityPro Software User Guide

Creating Reports through the Report Window Chapter 8 Reports

• Not Filtered option – Causes no filter to be applied to the report.

2 To select the Data Report, place a checkmark in the Data Report check box, and
select one of the following options:
• Detailed option – When selected, all the data available for the sampling
selected in the Select Sampling list will be included when the Data report is
generated.
• Stats Only option – When selected, only the Statistical data available for the
sampling selected in the Select Sampling list will be included when the Data
report is generated
3 To select the Trend Report, place a checkmark in the Trend Report check box.

Select an interval, specify the type for the report

1 In the Interval(s) field, enter an “every nth” number to limit the number of samples
to include in the report.
2 In the Report Type pane, select one of the following options:
• Raw – Select this option to use raw data in the report.
• Summary – Select this option to display the Summarize pane with the
Number of intervals field and the Calculate options.

For a Trend Report, set calculation parameters

3 In the Number of Intervals field, enter the number of samples to display collapsed
into one sample.
4 From the Calculate pane, select which sub-interval’s value to use for calculating the
trend:
• Minimum option – The minimum value of the samples in the sub interval.
• Maximum option – The maximum value of the samples in the sub interval.
• Average option – The average of the samples in the sub interval.
• Sum option – The sum of the value of each sample of the interval.

Execute the report

1 Click the Execute Report button.

2 The Input a comment to print on reports dialog box appears (see Figure 8-20 on
page 8-26).

FacilityPro Software User Guide Page 8-25

Chapter 8 Reports Creating Reports through the Report Window

Figure 8-20 Input a comment to print on reports dialog box

3 In the Input a comment to print on reports dialog box, enter note text you want
included in the header of the report.
4 Click the OK button in the Input a comment to print on reports dialog
box to close it.
5 If Data or Trend check boxes are selected, the Select data types group dialog box
appears (see Figure 8-21 and Figure 8-22 on page 8-26).
a. In the Data types group pane, select a data type group.
The data types contained in the data type group you selected are listed in the Data
types in selected group pane.
b. In the Data types in selected group pane, select a data type.
c. Click the OK button in the Select data types group dialog box to
close it.
6 The system automatically generates Audit / Data / Trend report and displays it in
the text box of the Report window.

Figure 8-21 Select data types group dialog box showing data types for
particle counters

Figure 8-22 Select data types group dialog box showing data types for
Biological Modules

Page 8-26 FacilityPro Software User Guide

Change the View in the Report Displayed in the Report Window Chapter 8 Reports

Change the View in the Report Displayed in the Report Window

To view a report you generated, click its tab in the Report window.

>> To change the view of the report displayed in the Report window:
Use the Report window controls shown in Figure 8-23 and described in Table 8-4
General and report-specific controls for changing the view in the Report window to change
the view of a report.

Figure 8-23 Audit Report window controls for changing the view of a generated report
The general controls for changing the view of a report in the Report window are
described in Table 8-4.

Table 8-4 General and report-specific controls for changing the view
in the Report window
General Controls Description
Click this button to view the first page of the report.
First button

Click this button to view the previous page of the report.

Previous button

Click this button to view the next page of the report.

Next button

Click this button to view the last page of the report.

Last button

Click this button to magnify the report.

Zoom In button

Click this button to reduce the magnification of the report.

Zoom Out button

Click this button to fit the view to show the entire page of the
Fit to page button report.

Click this button to fit the view to show the entire width of the
Fit to width button report.

Click this button to open the Select pages to print dialog box so
Print report button you can select the pages of the report to send to a printer. See
Select pages to print dialog box on page 8-29.
Click this button to open the Choose the file format dialog box so
Save report button
you can save a PDF file or a CSV file of the report. See Choose
the file format dialog box on page 8-30.

FacilityPro Software User Guide Page 8-27

Chapter 8 Reports Change the View in the Report Displayed in the Report Window

Table 8-4 General and report-specific controls for changing the view
in the Report window (Continued)
Page n of m current page field Type the number of the page you want to view, then press the
Enter key on the keyboard to jump to that page.

Audit Report Controls Description

All records option Select this option to view all event types generated for the Audit
Report. (See example on page 8-32.)

Audit records only option Select this option to view only audit events.

Alarms only option Select this option to view only alarm events.

Alarms and Acknowledge  Select this option to view alarms and acknowledgements.
option

Select record ID option Select this option to open the Insert alarm ID dialog box where
you can enter an Alarm ID so you can generate a report for that
record.

Figure 8-24 Insert alarm ID dialog box

Event Log only option Select this option to view events log created by the users.

Checkmark this box to enable filtering by system areas

Filter by area

Checkmark this box to enable filtering by severity of alarms (1 is

 the highest level of severity, 100 is the lowest level of severity)
Filter by severity
Appears after Filter by area option is checkmarked. Opens the
Area Filter AreaFilterEditForm, which allows for the selection of the
desired areas to be shown in the report.

Appears after Filter by severity is checkmarked. Clicking opens

Severity a drop-down menu for selection of the severity of alarms to be
shown in the report.

Page 8-28 FacilityPro Software User Guide

Print a Report from the Report Window Chapter 8 Reports

Table 8-4 General and report-specific controls for changing the view
in the Report window (Continued)
Trend Report Controls Description
All Pages option Select this option to apply the viewing options to all pages in the
Trend Report display. (See example on page 8-45.)

Current Page option Select this option to apply the viewing options to the page
currently being viewed in the Trend Report display.
Slider Drag the slider button to move the view left or right.
Values per page field Sets the number of intervals to display on the page.
Allow hiding check box • When checked, limits the data displayed to the selected
sensor.
3D style check box • When checked, applies the 3-dimensional graphing mode
to the display.
• When not checked, applies the 2-dimensional graphing
mode to the display.
Show Alarm Labels check box • When checked, alarms a labels on the graph.
Left Axis check box • When checked, data are shown in logarithmic scale on the
left axis, if it has been set in the Tag Catalog.
Right Axis check box • When checked, data are showed in logarithmic scale on the
right axis, if it has been set in the Tag Catalog.
Show < 1 Values check box • When checked, together with Left Axis or Right Axis,
includes < 1 values in the logarithmic graph.
Legend Lists the main parameters used to create the report and the
colors that represent an instrument or parameter.

Print a Report from the Report Window

>> To print a report from the Report window:
1 Generate the report.
The report displays in the text box of the Report window.

2 Click the Print report icon in the toolbar at the top of the report in the Report
window.
A Select Pages To Print window appears (see Figure 8-25).

Figure 8-25 Select pages to print dialog box

3 Enter the pages to print.

FacilityPro Software User Guide Page 8-29

Chapter 8 Reports Export a Report from the Report Window

4 Click the OK button in the Select pages to print dialog box

NOTE: The supported format size for report printing is A4 and letter size.
To change the page size, export to PDF and adjust using your PDF
viewing program before printing.

Export a Report from the Report Window

Reports generated through the Report window can be saved as the following file
types:

• PDF – Portable Document Format for viewing in Adobe Acrobat

• CSV – Comma-separated values for use in a spreadsheet application
>> To export a report from the Report window:
1 Generate the report. The report displays in the text box of the Report window.
2 Click the Save report icon in the toolbar at the top of the report in the Report
window. The Choose the file format dialog box appears (see Figure 8-26).

Figure 8-26 Choose the file format dialog box

3 Select the file format in the Choose the file format dialog box.
The Choose the file format dialog box closes
• FacilityPro exports a PDF of the report to a folder in the general path
c:\Export \PDF and a CSV file in the general path c:\Export \CSV.
• The full path displays a message with the full name of the exported report file (see
Figure 8-27 and Figure 8-28).

Figure 8-27 Name of an exported PDF for a report in the Report Generator dialog box

Figure 8-28 Name of an exported CSV for a report in the Report Generator dialog box
A path to an exported file is shown in Windows Explorer Figure 8-29.

Page 8-30 FacilityPro Software User Guide

Export a Report from the Report Window Chapter 8 Reports

Figure 8-29 Path to exported files in Windows Explorer

NOTE: To change the export directory, please contact Particle Measuring

Systems.

FacilityPro Software User Guide Page 8-31

Chapter 8 Reports Report Window Report Examples

Report Window Report Examples

Examples of the reports that can be generated from the Report window are described
in the following sections:

Audit Report examples – Select by Group – Audit Report, this page

Data Report examples – Select by Group on page 8-38

Trend Report examples – Select by Samplings on page 8-45

Audit Report examples – Select by Group – Audit Report

An example of an Audit Report – Select by Group displayed in the Report window is
shown in Figure 8-30.

An example showing the first and last pages from a PDF of an Audit Report – Select by
Group is shown in Figure 8-31 on page 8-33.

Figure 8-30 Example of an Audit Report - Select by Group displayed in the Report window

Page 8-32 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Figure 8-31 Example of an Audit Report - Select by Group showing the first page from a PDF

Header information – Audit Report – Select by Group

The header at the top of the first page of an Audit Report – Select by Group contains:

• Company logo
• Report name
• Comment text included when the report was created
• Report range – The date/time span covered in the report
• Data filtering applied
• All records
• Audit records only
• Alarm only
• Alarm and AcknowledgeTime interval required: From (date/time) to (date/
time)
• Select record ID
• Event Log only
• Filter by area
• Filter by severity
• Printed By – Name of the user logged in

Report body – Audit Report – Select by Group

The body of the Audit Report – Select by Group lists information for each event
recorded in the audit log.

FacilityPro Software User Guide Page 8-33

Chapter 8 Reports Report Window Report Examples

• Column headings:
• ID – The event identification number
• Date and Time – The event’s date and time
• Source – SCADA station where the event originated, if applicable
• Description – A description of the event
• Value – For alarms, the value for the TAG
• Status – Current status of the event reported:
• OK – Normal status
• ALM – Active alarm
• Performed by – The user who performed the electronic signature
• Comment – Notes inserted by the operator

Footer information – Audit Report – Select by Group

The footer of each report contains:

• Printing date and time – In the format mm/dd/yyyy or dd/mm/yyyy hh:mm:ss AM

or PM
• FacilityPro <station name room name>
• Page n of m – Number of the current page and total number of pages in the report

Last page – Audit Report – Select by Group

The last page of a report includes some blank lines for the operator to fill in on the
printed report:

Performed by _____________________________Date _____________

Reviewed and Approved by ______________________________Date _____________

Page 8-34 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Audit Report examples – Select by Sampling Audit Report

An example of an Audit Report – Select by Sampling displayed in the Report window
is shown in Figure 8-32.

An example showing the first and last pages from a PDF of an Audit Report – Select by
Sampling is shown in Figure 8-33 on page 8-36.

Figure 8-32 Example of an Audit Report – Select by Sampling displayed

in the Report window

FacilityPro Software User Guide Page 8-35

Chapter 8 Reports Report Window Report Examples

Figure 8-33 Example Audit Report – Select by Sampling from a PDF

Header information – Audit Report – Select by Sampling

The header at the top of the first page of a Audit Report – Select by Sampling
contains:

• Company logo
• FacilityPro <station name - room name>
• Recipe name – The name of the recipe selected for the report.
• Mode – The mode of the sampling selected for the report:
• Normal Operation
• At Rest
• Custom
• Time the recipe started running – Started at mm/dd/yyyy or dd/mm/yyyy
hh:mm:ss AM or PM
• Custom field 1, if any specified
• Custom field 2, if any specified
• Custom field 3, if any specified
• Custom field 4, if any specified
• Sampling notes – User defined
• Comment text included when the report was created
• Group – name of the login group the logged-in user belongs to
• User – name of the user logged in when the report was generated

Page 8-36 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Report body – Audit Report – Select by Sampling

The body of the Audit Report – Select by Sampling lists information for each event
recorded in the audit log.

• Column headings:
• ID – The event identification number
• Date and Time – The event’s date and time
• Source – SCADA station where the event originated, if applicable
• Description – A description of the event
• Value – For alarms, the value for the TAG
• Status – Current status of the event reported:
• ALM – Active alarm
• OK – No active alarm
• Performed by – The user who performed the electronic signature
• Comment – Notes inserted by the operator

Footer information – Audit Report – Select by Sampling

The footer of each report contains:

• Printing date and time – In the format mm/dd/yyyy or dd/mm/yyyy hh:mm:ss AM

or PM
• Data extraction date and time – In the format mm/dd/yyyy or dd/mm/yyyy
hh:mm:ss AM or PM
• FacilityPro <station name - room name>
• Page n of m – Number of the current page and total number of pages in the report

Last page – Audit Report – Select by Sampling

The last page of a report includes some blank lines for the operator to fill in on the
printed report:

Performed by __________________________Date _____________

Reviewed and Approved by ___________________________Date _____________

FacilityPro Software User Guide Page 8-37

Chapter 8 Reports Report Window Report Examples

Data Report examples – Select by Group

The Data Report creates a table of sampling data from the sensors and calculated
values for minimums, maximums, averages, and standard deviations.

An example of an Data Report – Select by Group displayed in the Report window is

shown in Figure 8-34.

An example showing a PDF of a Data Report – Select by Group is shown in Figure 8-35
on page 8-39.

Figure 8-34 Example Data Report – Select by Group displayed in the Report window

Page 8-38 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Figure 8-35 Example Data Report showing a page from a PDF

FacilityPro Software User Guide Page 8-39

Chapter 8 Reports Report Window Report Examples

Header information – Data Report – Select by Group

The header at the top of each page of a report contains:

• Company logo
• Report name
• Report range – The date/time span covered in the report
• Data interval
• Comment text included when the report was created
• Printed by – name of the user logged in for printing

Report body – Data Report – Select by Group

• Column headings:
• Date and Time – The event’s date and time
• Measurements – Values of the samples, and with an enhanced font, indicates if
the value exceeded the threshold of alert or alarm.
For PC reports, for each sampler, column headings include:
• S0n: Flow(l/min) – The number of liters sampled per minute, where n is the
number of the sampler
• S0n – Part>0.5um/CF
• S0n – Part>0.5um/CM
• S0n – Part>5.0um/CF
• S0n – Part>5.0um/CM
• S0n – Volume(lt)

Report summary – Data Report – Select by Group

Appears on the last page of the report.

• Total samples – total number of samples in the column;

• Min – the minimum value reported in the column;
• Max – the maximum value reported in the column;
• Average – The average value of samples in the column;
• Standard deviation – With reference to the average value of samples in the column
• Alarms count– The number of alarms;
• Alerts count– The number of alerts;

Footer information – Data Report – Select by Group

The footer of each report contains:

• Printing date and time

• FacilityPro <station name room name>

Page 8-40 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

• Page n of m – Number of the current page and total number of pages in the report

Last page – Data Report – Select by Group

The last page of a report includes some blank lines for the operator to fill in on the
printed report:

Performed by _________________________Date _____________

Reviewed and Approved by ___________________________Date _____________

FacilityPro Software User Guide Page 8-41

Chapter 8 Reports Report Window Report Examples

Data Report examples – Select by Samplings

The Data Report creates a table of sampling data from the sensors and calculated
values for minimums, maximums, averages, and standard deviations.

An example of an Data Report – Select by Samplings displayed in the Report window

is shown in Figure 8-34.

Figure 8-36 Example Data Report – Select by Samplings displayed in the Report window

Page 8-42 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Header information – Data Report – Select by Samplings

The header at the top of each page of a report contains:

• Company logo
• FacilityPro <station name room name>Report name
• Recipe name - The name of the recipe selected for the report.
• Mode - The mode of the sampling selected for the report:
• Normal Operation
• At Rest
• Custom
• Time the recipe started running - Started at mm/dd/yyyy or dd/mm/yyyy
hh:mm:ss AM or PM
• Data Interval (displays if Report Type is By interval)
• Custom field 1, if any specified
• Custom field 2, if any specified
• Custom field 3, if any specified
• Custom field 4, if any specified
• Sampling notes - User defined
• Comment text included when the report was created
• Group - name of the login group the logged-in user belongs to
• User - name of the user logged in when the report was generated
Report body – Data Report – Select by Samplings
• Column headings:
• Date and Time – The event’s date and time
• Measurements – Values of the samples, and with an enhanced font, indicates if
the value exceeded the threshold of alert or alarm.
For PC reports, for each sampler, column headings include:
• S0n: Flow(l/min) – The number of liters sampled per minute, where n is the
number of the sampler
• S0n – Part>0.5um/CF
• S0n – Part>0.5um/CM
• S0n – Part>5.0um/CF
• S0n – Part>5.0um/CM
• S0n – Volume(lt)
Report summary – Data Report – Select by Samplings
Appears on the last page of the report.

• Total samples – total number of samples in the column;

• Min – the minimum value reported in the column;
• Max – the maximum value reported in the column;
• Average – The average value of samples in the column;

FacilityPro Software User Guide Page 8-43

Chapter 8 Reports Report Window Report Examples

• Standard deviation – With reference to the average value of samples in the column
• Alarms count– The number of alarms;
• Alerts count– The number of alerts;
Footer information – Data Report – Select by Samplings
The footer of each report contains:

• Printing date and time

• FacilityPro <station name room name>
• Page n of m – Number of the current page and total number of pages in the report
Last page – Data Report – Select by Samplings
The last page of a report includes some blank lines for the operator to fill in on the
printed report:

Performed by _________________________Date _____________

Reviewed and Approved by __________________________Date _____________

Page 8-44 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Trend Report examples – Select by Samplings

The Trend Report creates a Historical trend graph of sampling data from the sensors.

An example of a Trend Report displayed in the Report window is shown in Figure

8-37.

An example showing a PDF of a Trend Report is shown in Figure 8-38 on page 8-46.

Figure 8-37 Example Trend Report displayed in the Report window

In the graphical display of the Trend Report you can choose:

• 3D/2D mode
• Display point value
• Zoom the time axis (number of samples per page for trend)
• Enable or disable hiding of filterable data
• Show or hide alarm labels
• Set a logarithmic scale on left or right axis
The general viewing controls and controls specific to the Trend Report are described
in Table 8-4 General and report-specific controls for changing the view in the Report window
on page 8-27.

FacilityPro Software User Guide Page 8-45

Chapter 8 Reports Report Window Report Examples

Figure 8-38 Example Trend Report showing a page from a PDF

Header information – Trend Report – Select by Samplings

The header at the top of each page of a report contains:

• Company logo
• FacilityPro <station name room name>
• Type of report: Recipe name
• Time the recipe started running – Started at mm/dd/yyyy or dd/mm/yyyy
hh:mm:ss AM or PM
• Custom field 1, if any specified
• Custom field 2, if any specified
• Custom field 3, if any specified
• Custom field 4, if any specified
• Comment text included when the report was created
• Sampling notes, if inserted at the start of the sampling
• Group – name of the login group the logged-in user belongs to
• User – name of the user logged in when the report was generated

Page 8-46 FacilityPro Software User Guide

Report Window Report Examples Chapter 8 Reports

Header information - Trend Report Exported PDF - Select by Group

The header at the top of each page of a report contains:

• Company logo
• Report name
• Report range - The date/time span covered in the report
• Data interval
• Comment text included when the report was created
• Printed by - name of the user logged in for printing

Footer information – Trend Report Exported PDF

The footer of each report contains:

• Printing date and time

• FacilityPro <station name room name>
• Page n of m – Number of the current page and total number of pages in the report

Last page – Trend Report

The last page of a report includes some blank lines for the operator to fill in on the
printed report:

Performed by _____________________________Date _____________

Reviewed and Approved by ____________________________Date _______________

FacilityPro Software User Guide Page 8-47

Chapter 8 Reports Sampling Report

Sampling Report
The Sampling Report is used to provide reports for each recipe that has been started
in a required time period. Generating a Sampling Report retrieves data from database
and arranges the following information in the report:
• Recipe name
• Start date/Start time for each sensor of the recipe
• End date/End time
• Errors and alarms found during the sampling
The objective of this function is to represent significant historical data present in the
database for the sampling to selected recipe events (alarms, start / stop point) of the
system (Audit) recorded in the DB events and alarms for the selected sampling recipe.

Figure 8-39 Report window - Sampling Report

Page 8-48 FacilityPro Software User Guide

Sampling Report Chapter 8 Reports

Create a Sampling Report

Creating any report through the Report window involves the following general steps:

1 Choose the Select by Sampling tab .

2 Set a date/time range for the report

See Set a date and time range for a report on page 8-23.
3 From the Select Sampling field, select the sampling you want to use in the report.
4 Apply filters, if necessary.

5 Click the Execute Report button to type note text you want to include in the
header of the report and generate the report.
See Execute the report on page 8-20.
The system automatically generates the Sampling Report and displays it in the text box
of the Report window under the Sampling Report tab.
After a report has been generated and displayed in the Sampling Report tab, you can:
• Review the report on screen. 
See Change the view in report displayed in the Sampling Report window on page 8-49.
• Print the report.
See Print a Sampling Report on page 8-49.
• Save a copy of the report as a PDF file.
See Export a Sampling Report from the Sampling Report Window on page 8-50.

Change the view in report displayed in the Sampling Report window

The controls for the Sampling Report display are the same as the general display
controls described in Table 8-4 General and report-specific controls for changing the view
in the Report window on page 8-27.

Print a Sampling Report

>> To print a Sampling Report:
1 Generate the report (see Create a Sampling Report on page 8-49).
The report displays in the text box of the Report window
2 Click the Printer icon in the toolbar at the top of the report in the Report window.
A Print window appears.
3 Select which pages to print.

FacilityPro Software User Guide Page 8-49

Chapter 8 Reports Sampling Report

Export a Sampling Report from the Sampling Report Window

A Sampling Report can be saved as a PDF – Portable Document Format – for viewing
in Adobe Acrobat

>> To export a Sampling Report from the Sampling Report window:

1 Generate the report.
The report displays in the text box of the Report window.
2 Click the Save report icon in the toolbar at the top of the report in the Report
window.
FacilityPro exports a PDF of the report to a folder in the general path
c:\Export \PDF.
• The full path displays in a message with the full name of the exported report file (see
Figure 8-40).

Figure 8-40 FacilityPro Report Generator dialog box showing the path to
the PDF for a report

Sampling Report extraction with the “Restart on Flow Alarm” feature

In the Processor Module, when using IsoAir, the “Restart on Flow Alarm” feature may
be active. In this case, the sampling report will report only the flow alarms that
occurred after the sampling start.

All flow alarms that occurred before the sampling start are considered out of the
sampling.
All flow alarms that occurred before and after the sampling start are reported in the
Audit Report.

Page 8-50 FacilityPro Software User Guide

Sampling Report Chapter 8 Reports

Sampling Report examples

An example of a Sampling Report displayed in the Sampling Report window is shown
in Figure 8-41.

An example showing a PDF of a Sampling Report is shown in Figure 8-42 on page

8-52.

Figure 8-41 Sampling Report window

FacilityPro Software User Guide Page 8-51

Chapter 8 Reports Sampling Report

Figure 8-42 Example Sampling Report showing a page from a PDF

Header information – Sampling Report

The header at the top of the first page of a Sampling Report contains:
• Report name – Sampling Report
• Company logo
• FacilityPro <station name room name>
• Recipe name
• Mode – The mode of the sampling selected for the report:
• Normal Operation
• At Rest
• Custom
• Time the recipe started running – Started at mm/dd/yyyy or dd/mm/yyyy hh:mm:ss
AM or PM
• Batch Number – User defined
• Process type:
• Custom
• Sampling notes – User defined
• Comment text included when the report was created
• Group – name of the login group the logged-in user belongs to
• User – name of the user logged in when the report was generated

Report body – First section – Sampling Report

• Column headings:
• Description – A description defined for the channel

Page 8-52 FacilityPro Software User Guide

Sampling Report Chapter 8 Reports

• Start Time – The start time for the sampling, in the format mm/dd/yyyy or dd/mm/
yyyy hh:mm:ss AM or PM
• Stop Time – The end time for the sampling, in the format mm/dd/yyyy or dd/mm/
yyyy hh:mm:ss AM or PM
• Flow (L/min) – Heading for the following columns:
• Average – Average flow in liters/minute in the format nn.nn
• Standard – Standard deviation for the flow in the format nn.nn
• Volume (l) – Number of liters measured in the format nn.nn
• Min. Drop – Minimum line pressure drop in the format nn.nn
• Max. Drop – Maximum line pressure drop in the format nn.nn

Report body – Second section – Sampling Alarms – Sampling Report

• Column headings:
• Alarm date and time – The date and time the alarm occurred
• Channel – The name of the channel described
• Description – A description defined for the channel
• Alarm – Device ID: Channel name and qualifier Alert or Alarm
• State – Description of the status of the event (current value that generated the alarm)

Footer information – Sampling Report

The footer of each report contains:
• Print time – PDF creation date and time in the format mm/dd/yyyy or dd/mm/yyyy
hh:mm:ss AM or PM
• Printed by – Name of the user logged in
• Page n of m – Number of the current page and total number of pages in the report

Last page
The last page of a report includes some blank lines for the operator to fill in on the
printed report:

Performed by _____________________Date _____________

Reviewed and Approved by _______________________Date _____________

FacilityPro Software User Guide Page 8-53

Chapter 8 Reports Sampling Report

This page is intentionally left blank.

Page 8-54 FacilityPro Software User Guide

Chapter 9
User Management

User Types
There are two types of users in the FacilityPro Environmental Monitoring System:
• Domain Users
• Local Users

Default Users
After protocol execution, the FacilityPro Environmental Monitoring System will have
the users listed in Table 9-1.

Table 9-1 Default users

Username Password Group
ADM adm Administrators
SPV spv Supervisors
PWR pwr Powerusers
OPE ope Operators
ASCOTEC - Administrators
SHUTDN - -
NOBODY - -

CAUTION
DO NOT delete or change the following users in the iFIX User Manager:

The following users must not be deleted or modified for any reason!
Username
ASCOTEC
SHUTDN
NOBODY

FacilityPro Software User Guide Page 9-1

 Chapter 9 User Management User Groups

“Nobody” user
The user Nobody is logged in when all others are logged out. The user Nobody has
access to the following FacilityPro windows:
• View Main Page
• View Alarm Pop-ups

User Groups
There are four default user groups:
• Operators
• Supervisor
• Poweruser
• Administrator

Group functions
The functions of the default user groups are itemized in Table 9-2. Administrators can
modify user group functions.
Table 9-2 Default User Groups functions
NOBODY OPERATORS POWERUSERS SUPERVISORS ADMINISTRATORS
Function Group Group Group Group Group
Popup alarms X X X X X
Main X X X X X
View Map X X X X
View Alarms Popup X X X X X
Sensors Manual Start X
Recipes X X X X
Create Recipes X
Edit Recipes X
Delete Recipes X
Sampling X X X X
Insert Samplings X X X X
Edit Samplings X X X X
Abort Samplings X X X X
Delete Samplings X X X X
Edit Sampling
X
Parameters
Alarms X X X X X
ACK Alarms X X X
System X X X X
User manager X
Sensors Editor X X X X

Page 9-2 FacilityPro Software User Guide

 User Groups Chapter 9 User Management

Table 9-2 Default User Groups functions (Continued)

NOBODY OPERATORS POWERUSERS SUPERVISORS ADMINISTRATORS
Function Group Group Group Group Group
Edit Sensor Editor X
Backup and Restore X X X X
Operating Systems X
Driver Tools X X X X
Edit Driver Tools X
Shutdown System →
X
Restart
Shutdown System →
X
Shutdown
Shutdown System →
X
Shutdown iFIX only
Shutdown System →
X
Restart only Win
Limits Editor X X X X
Edit Limits Editor X X
Analog Limits Editor X X X X
Edit Analog Limits
X X
Editor
Historian Admin X
Report X X X X
View/Export/Print Audit
X X X X
Report
View/Export/Print Data
X X X X
Report
View/Export/Print Trend
X X X X
Report
View/Export/Print
X X X X
Sampling Report
Configure Report X X X X
Event Log X X X X
Log-in X X X X
Log-out X X X X

FacilityPro Software User Guide Page 9-3

Chapter 9 User Management Managing Users

Managing Users
Management of users includes:
• Create a Domain User on page 9-6
• Add Domain Users on page 9-10
• Create a Local User on page 9-14
• Delete a Domain User on page 9-17
• Modify a Domain User on page 9-21
• Modify a Local User on page 9-22
• Delete a Local User on page 9-24

Security Configuration window

The Security Configuration window within iFIX gives you access to the windows for
user accounts and security can be configured.
>> To open the Security Configuration window:
1 Click the System button on the FacilityPro screen.

2 Click the User Manager button.

The Security Configuration window appears (see Figure 9-1).

Figure 9-1 Security Configuration window

The button icons in the Security Configuration window are described in Table 9-3 on
page 9-5.

Page 9-4 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Table 9-3 iFIX Security Configuration window button icons

Button Description
User Accounts Click this button to open the User Accounts window where you can
button navigate to the windows for adding, modifying, or deleting a user.

Group Accounts  Click this button to open the Group Accounts window where you can
button administer groups. (Create, configure which users are in a group).

Configuration  Click this button to open the Configuration window where you can
button define the paths to the Security Path and the Backup Path.

Automatic Login  Click this button to open the Automatic Login at Startup window
at Startup button where you can add/change/delete names of the nodes to automatically
login at start-up.
Security Area  Click this button to open the Security Area Naming window where you
Naming button can add/change/delete names for security areas.

FacilityPro Software User Guide Page 9-5

Chapter 9 User Management Managing Users

Create a Domain User

It is necessary to manage the domain server PC and all iFIX PCs.

Domain PC setting (Server SCADA)

>> To create new user:
NOTE: Created user must have local admin rights for full functionality.

1 Click the System button on the FacilityPro screen.

2 Click the Operating System button.

The Computer window appears (see Figure 9-2).

Figure 9-2 Computer window

3 Open the Control Panel by clicking the Open Control Panel

button near the top-right of the Computer window.
The Control Panel window appears (see Figure 9-3)

Figure 9-3 Administrative Tools selected in the Control Panel window

4 Double-click the Administrative Tools icon in the Control Panel window.
The Administrative Tools window appears (see Figure 9-4 on page 9-7).

Page 9-6 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-4 Administrative Tools window

5 Double-click Active Directory Users and Computers in the Administrative Tools
window.
The Active Directory Users and Computers window appears (see Figure 9-5).
6 Click the Users folder in the left pane of the Active Directory Users and Computers
window.
The existing users display in the right pane of the Active Directory Users and
Computers window.

Figure 9-5 Active Directory Users and Computers window

FacilityPro Software User Guide Page 9-7

Chapter 9 User Management Managing Users

7 Right-click in the Users area and select New > User from the right-click menu (see
Figure 9-6).
The New Object - User window appears showing Step 1 (see Figure 9-7)

Figure 9-6 Right-click menu for creating a New User

Figure 9-7 New Object - User window (Step 1)

8 Define the fields in Step 1 of the New Object - User window.
9 Click the Next button.
Step 2 of the New Object - User window appears (see Figure 9-8 on page 9-9).

Page 9-8 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-8 New Object - User window (Step 2)

10 In Step 2 of the New Object - User window, define the password and confirm.
11 Click the Next button.
Step 3 of the New Object - User window – User Confirmation – appears (see Figure
9-9).

Figure 9-9 New Object - User window (Step 3)

12 Click the Finish button in the New Object - User window to save the
procedure.
On active directory windows the created user appears in the list of the users.

FacilityPro Software User Guide Page 9-9

Chapter 9 User Management Managing Users

SCADA iFIX PC Settings

Add Domain Users
In all the iFIX PCs (Server and Client) do the follow steps:
>> To configure new users:
1 Click the System button on the FacilityPro screen.

2 Click the User Manager button.

The iFIX Security Configuration window appears (see Figure 9-10).
The Security Configuration window is used to access the User Accounts window
for adding a user account.

Figure 9-10 iFIX Security Configuration window

3 Click the User Accounts button icon at the bottom of the Security
Configuration window.
The User Accounts window appears (see Figure 9-11 on page 9-11).

Page 9-10 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-11 iFIX User Accounts window

4 Click the Add button in the iFIX User Accounts window.
The User Profile window appears (see Figure 9-12).

Figure 9-12 iFIX User Profile window

FacilityPro Software User Guide Page 9-11

Chapter 9 User Management Managing Users

5 Click the Use Windows Security check box to place a checkmark in it .

New fields appear at the top of the User Profile window (see Figure 9-13).

Figure 9-13 iFIX User Profile window

6 In the User name field, enter the name for the user.
7 In the Domain field, enter the domain name for the user.
8 Click the Modify button under the Group Membership field.
The Group Membership Selection window appears (see Figure 9-14).

Figure 9-14 Group Membership Selection window

9 In the Available field list of the Group Membership Selection window, select the
group(s) to associate with the user.
10 Click the Add button.
The selected user groups appear in the Authorized field list of the Group
Membership Selection window (see Figure 9-15 on page 9-13).

Page 9-12 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-15 iFIX User Profile window showing a Group list for a new user
11 Click the OK button in the Group Membership Selection window to close
it.
12 Click the OK button in the User Profile window to close it.
The new user is listed in the User Accounts window (see Figure 9-16).

Figure 9-16 User Accounts window showing a new user listed

13 Click the OK button in the User Accounts window to close it.
14 Click the X button in the Security Configuration window to close it.

FacilityPro Software User Guide Page 9-13

Chapter 9 User Management Managing Users

Create a Local User

>> To insert a local-only user:
1 Click the System button on the FacilityPro screen.

2 Click the User Manager button.

The iFIX Security Configuration window appears (see Figure 9-17).

Figure 9-17 iFIX Security Configuration window

3 Click the User Accounts button icon at the bottom of the Security
Configuration window.
The User Accounts window appears (see Figure 9-18 on page 9-15).

Page 9-14 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-18 iFIX User Accounts window

4 Click the Add button in the iFIX User Accounts window.
The User Profile window appears (see Figure 9-19).

Figure 9-19 iFIX User Profile window

5 Leave the Use Windows Security check box without a checkmark in it (see
Figure 9-19).
6 In the Full name field, enter the user’s full name.
7 In the Password field, enter the password for the user.
8 Click the Modify button under the Group Membership field.
The Group Membership Selection window appears (see Figure 9-20 on page 9-16).

FacilityPro Software User Guide Page 9-15

Chapter 9 User Management Managing Users

Figure 9-20 Group Membership Selection window

9 In the Available field list of the Group Membership Selection window, select the
group(s) to associate with the user.
10 Click the Add button.
The selected user groups appear in the Authorized field list of the Group
Membership Selection window
11 Click the OK button in the Group Membership Selection window to close
it.
12 Click the OK button in the User Profile window to close it.
13 Click the OK button in the User Accounts window to close it.
14 Click the X button in the Security Configuration window to close it.

Page 9-16 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Delete a Domain User

To delete a user from the domain you have to delete the user in the domain server PC
(PC_061) and in all iFIX PCs.

Delete: domain server setting

>> To delete a domain server PC_053 setting:
1 Click the System button on the FacilityPro screen.

2 Click the Windows button.

The Computer window appears (see Figure 9-21).

Figure 9-21 Computer window

3 Open the Control Panel by clicking the Open Control Panel

button near the top-right of the Computer window.
The Control Panel window appears (see Figure 9-22)

Figure 9-22 Administrative Tools selected in the Control Panel window

4 Double-click the Administrative Tools icon in the Control Panel window.
The Administrative Tools window appears (see Figure 9-23 on page 9-18).

FacilityPro Software User Guide Page 9-17

Chapter 9 User Management Managing Users

Figure 9-23 Administrative Tools window

5 Double-click Active Directory Users and Computers in the Administrative Tools
window.
The Active Directory Users and Computers window appears (see Figure 9-24).
6 Click the Users folder in the left pane of the Active Directory Users and Computers
window.
The existing users display in the right pane of the Active Directory Users and
Computers window.

Figure 9-24 Active Directory Users and Computers window

7 In the Users list, select the user you want to delete.
8 Right-click on the name of the user you want to delete, then select Delete from the
right-click menu.
The selected user definition is deleted.

Page 9-18 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Delete: iFIX PCs setting (Server/Client)

>> The following steps need to be completed in all iFix Client PC's to delete an ifix PCs
setting (Server/Client):

1 Click the System button on the FacilityPro screen.

2 Click the User Manager button.

The Security Configuration window appears (see Figure 9-25).

Figure 9-25 Security Configuration window

3 Click the User Accounts button icon at the bottom of the Security
Configuration window.
The User Accounts window appears (see Figure 9-26 on page 9-20).

FacilityPro Software User Guide Page 9-19

Chapter 9 User Management Managing Users

Figure 9-26 iFIX User Accounts window

4 In the Current Users list of the User Accounts window, select the user you have to
delete.
5 Click the Delete button in the iFIX User Accounts window.
The selected user definition is deleted.

Page 9-20 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Modify a Domain User

>> To modify a domain user configuration:
1 Click the System button on the FacilityPro screen.

2 Click the Windows button.

3 Open the Control Panel.
4 Open the Administrative Tools window.
5 Open the Manage Your Server window.
6 Open the Manage users and computers in Active Directory window.
The Active Directory Users and Computers window appears (see Figure 9-27).

Figure 9-27 Active Directory Users and Computers window

7 In the Users list, select the user you want to modify.
8 Right-click on the name of the user you want to modify, then from the right-click
menu, select Modify then select Account.
A window appears displaying the user’s properties.
9 Configure the user’s properties.

FacilityPro Software User Guide Page 9-21

Chapter 9 User Management Managing Users

Modify a Local User

>> The following steps need to be completed in all iFix Client PC's to modify a local user’s
configuration:

1 Click the System button on the FacilityPro screen.

2 Click the User Manager button.

The Security Configuration window appears (see Figure 9-28).

Figure 9-28 Security Configuration window

3 Click the User Accounts button icon at the bottom of the Security
Configuration window.
The User Accounts window appears (see Figure 9-29 on page 9-23).

Page 9-22 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-29 iFIX User Accounts window

4 In the Current Users list of the User Accounts window, select the user you want to
modify.
5 Click the Modify button in the iFIX User Accounts window.
The iFIX User Profile window appears (see Figure 9-30).

Figure 9-30 iFIX User Profile window

6 To modify Group membership for the user, click the Modify button below
the Group Membership field.
7 To modify security areas for the user, click the Modify button below the
Security Areas field.
8 To modify access to program features for the user, click the Modify button
below the Application Features field.

FacilityPro Software User Guide Page 9-23

Chapter 9 User Management Managing Users

Delete a Local User

>> The following steps need to be completed in all iFix Client PC's to delete an iFix PC’s
setting (Server/Client):

1 Click the System button on the FacilityPro screen.

2 Click the User Manager button.

The Security Configuration window appears (see Figure 9-31).

Figure 9-31 Security Configuration window

3 Click the User Accounts button icon at the bottom of the Security
Configuration window.
The User Accounts window appears (see Figure 9-32 on page 9-25).

Page 9-24 FacilityPro Software User Guide

Managing Users Chapter 9 User Management

Figure 9-32 iFIX User Accounts window

4 In the Current Users list of the User Accounts window, select the user you have to
delete.
5 Click the Delete button in the iFIX User Accounts window.
The selected user definition is deleted.

FacilityPro Software User Guide Page 9-25

Chapter 9 User Management Managing Users

This page is intentionally left blank.

Page 9-26 FacilityPro Software User Guide

 Index

manual ON/OFF button 5-2, 5-5

A Area Filter 8-28
Audit report
Abort button electronic signature events 8-1, 8-18,
Sampling Editor window 4-2, 4-5 8-24, 8-34, 8-37
aborting sampling 4-5 Select by Sampling example 8-36
access PC operating system 7-29 Automatic Backup 7-8, 7-11
Ack. reset delay 7-59 Available Tags pane 7-44
acknowledge alarm 6-1
Popup Alarms
button 6-11 B
pane 6-11
steps 6-8 back up a database 7-7, 7-9
Active Directory Users and Computers window daily 7-11
9-7, 9-18, 9-21 manual 7-11
Administrative Tools window 9-7, 9-18 Backup & Restore button 7-3, 7-7
ADMINISTRATORS group 9-2 Backup & Restore window 7-7
Alarm&Event database backup 7-9 components 7-8
alarms 6-1 Backup Application 7-7
acknowledge 6-1 backup files
Popup Alarms pane 6-11 daily backup 7-11
steps 6-8 backups of database 7-7, 7-9
descriptions Alarm&Event 7-9
FacilityPro 6-9, 6-10 daily 7-11
Popup Alarms manual 7-11
button 6-11 SamplingData 7-9
pane 6-11 biological modules
set particle limits 7-34 sampling point information 5-5
trigger limits, setting 7-34 buffer back-up of Airnet data 7-30
Alarms & Events database Buffer Manager 7-30
restore 7-14 Buffer Manager in the Driver Tools window 7-30
Alarms button 2-3, 6-1 components 7-31
Alarms window 6-1 buttons
alarms status Abort
CFN 6-2 Sampling Editor window 4-2, 4-5
HI 6-3 Alarms 2-3, 6-1
HIHI 6-2 All Values 5-1
LOLO 6-3
components 6-2 Backup & Restore 7-3, 7-7
All Values 5-1 Config. 8-3
All Values button 5-1 Config.,Report window 8-4
All Values window Configuration
components 7-41 Sampling Editor window 4-2, 4-8
Driver Tools 7-3, 7-30

FacilityPro SCADA Software Operations Manual Index-1

 Edit, Sampling Editor window 4-2, 4-6 report
Execute Report 8-13, 8-20, 8-25, 8-49 by group in Report window 8-13
Exit Page 8-3 by sampling in Report window 8-20
Historian Admin 7-4, 7-62 report from Report window 8-12
History, Recipe Editor window 3-2 Sampling Report 8-49
Insert user 9-10
Sampling Editor window 4-2, 4-5 custom fields
Legend 2-8, 2-9 for scheduling a sampling 4-7
Limits Editor 7-4, 7-34 Custom fields configuration window 4-7
Load, Recipe Editor window 3-2, 3-5
Log-in 2-3, 2-11
D
Log-out 2-3, 2-11
Main 2-3, 2-4, 2-5
manual ON/OFF Data Types 8-7
All Values window 5-2, 5-5 database
New Recipe backup 7-7, 7-9
Recipe Editor window 3-2, 3-5 Alarm&Event 7-9
Operating System 7-3, 7-29 daily 7-11
Popup Alarms 2-2, 6-11 manual 7-11
Recipes 2-3, 3-1 SamplingData 7-9
restore 7-7, 7-13
Report 2-3, 8-2, 8-13, 8-20
Alarms & Events 7-14
Restart 7-32 default
Restart only Win 7-33 user groups 9-2
Sampling 2-3, 4-1, 8-20 functions 9-2
Sensors Editor 7-3, 7-5 usernames and passwords 9-1
Shutdown button 7-33 define
Shutdown iFix only 7-33 custom fields for scheduling a sampling 4-7
Shutdown System 7-4, 7-32 domain user 9-6
System 2-3, 7-2, 7-5, 7-7, 7-29, 7-30, iFIX user 9-10
7-32, 7-34, 7-37, 7-39, 7-62 local user 9-14
Translate 7-3 recipes 3-1
User Manager 7-3, 9-4 user 9-10
Windows 9-21 delete
domain server 9-17
C domain user 9-17
iFIX PCs setting (Server/Client) 9-19
CFN alarm status 6-2 recipe 3-6
Channel Status Legend window 2-9 sampling event 4-6
components 2-10 desktop, access to Windows operating system
channels 7-29
electronic signature 5-2 Disaster Recovery 7-14
manual ON/OFF button 5-2 Domain PC_061 setting (Server SCADA) 9-6
Child Rule 7-55 domain serve
Computer window 7-29, 9-6, 9-17 delete 9-17
Config. button 8-3 domain user
Report window 8-4 create 9-6
Configuration button delete 9-17
Sampling Editor window 4-2, 4-8 modify 9-21
Control Panel window 9-6, 9-17 driver tools 7-30
create Buffer Manager 7-30
domain user 9-6 Driver Tools button 7-3, 7-30
local user 9-14 Driver Tools window
recipe 3-5 Buffer Manager in 7-30

Page 1-2 FacilityPro SCADA Software Operations Manual

E G

edit get started 2-1

recipe 3-5 Group Membership Selection window 9-12,
sampling event 4-6 9-16
sensors definitions 7-6 groups
Edit button ADMINISTRATORS functions 9-2
Sampling Editor window 4-2, 4-6 OPERATORS functions 9-2
Editor pane 7-53 POWERUSERS functions 9-2
electronic signature events SUPERVISORS functions 9-2
Audit report 8-1, 8-18, 8-24, 8-34, 8-37 user
electronic signature requirement default 9-2
alarm acknowledgement 6-8 functions 9-2
All Values window, manual ON/OFF button
2-6, 2-8, 5-2 H
overview 1-4
recipes 3-5, 3-6, 7-6, 7-32, 7-33
sampling 4-5, 4-6 HI alarm status 6-3
Electronic Signature window 1-4 HIHI alarm status 6-2
Execute Report button 8-13, 8-20, 8-25, 8-49 Historian Admin button 7-4, 7-62
Exit Page button 8-3 Historian Administrator, Proficy 7-62
export report History button
in Report window 8-30 Recipes Editor window 3-2
in Sampling Report window 8-50 History Directory 7-8
Horn off delay 7-59

F
I
FacilityPro 2-1
alarm descriptions 6-9, 6-10 iFIX
hardware components 1-1 PCs 9-6
log in 2-11 setting (Server/Client)
delete 9-19
overview 1-1 SCADA PC settings 9-10
password Security Configuration window 9-4
default users 9-1 shutdown 7-32
screen components 2-2
user, define 9-10
server
iFIX Security Configuration window 9-4
Proficy Historian Administrator 7-62
start-up 2-1 iFix Security Configuration window 9-10, 9-14,
system overview 1-1 9-19, 9-22, 9-24
system tasks 7-1 iFix User Accounts window 9-11, 9-15, 9-20,
FacilityPro software 9-23, 9-25
as a dedicated desktop 2-1 iFIX User Profile window 9-13
launching 2-1 iFix User Profile window 9-11, 9-12, 9-15, 9-23
logging in 2-11 information about a sampling point 5-1
logging out 2-11 Insert button
screen components 2-2 Sampling Editor window 4-2, 4-5
floorplan
drawing in the Main Page window 2-4 L
room in 2-5
launching FacilityPro application 2-1
Legend button 2-8, 2-9
Limits Editor 7-34

FacilityPro SCADA Software Operations Manual Page 1-3

Limits Editor button 7-4, 7-34 Security Configuration window 9-4
Limits Editor Configuration window 7-39 Sensors Editor window 7-5
Limits Editor History window 7-37 shutdown window 7-32
Limits Editor window 7-34 System window 7-2
components 7-35 Windows Explorer window 7-29
viewing controls 7-35 Operating System button 7-3, 7-29
Load button OPERATORS group 9-2
Recipes Editor window 3-2, 3-5 Output Activation 7-61
local user, delete 9-24 overview
local user, modify 9-22 electronic signature requirement 1-4
log in 2-11 software 1-2
logging in 2-11 system 1-1
logging out 2-11
Log-in button 2-3, 2-11
Login window 2-11 P
Log-out button 2-3, 2-11
LOLO alarm status 6-3 particle counters
Long Term backup 7-12 sampling point information 5-2
particle limits for alarms 7-34
password
M default users 9-1
Electronic Signature window 1-4, 3-5, 3-6,
Main button 2-3, 2-4, 2-5 4-4, 4-6, 5-2, 5-5, 6-8
Main Page window 2-1, 2-4 PC desktop
components 2-5 access to Windows operating system 7-29
Manual Backup 7-8, 7-11 Pens Color Selection 8-10
manual ON/OFF button 5-2, 5-5 Popup Alarms button 2-2, 6-11
All Values window 5-2, 5-5 Popup Alarms pane 6-11
electronic signature 5-5 POWERUSERS group 9-2
print report
in Report window 8-29
N in Sampling Report window 8-49
Proficy Historian Administrator window 7-62
New Object - User window 9-8, 9-9
New Recipe button
Recipes Editor window 3-2, 3-5 R
Nobody user 9-2
Recipes 8-8
recipes 3-1
O create new 3-5
deleting 3-6
ON/OFF button 5-2, 5-5 editing 3-5
opening schedule a sampling 4-4
Alarms window 6-1 start a sampling with 4-4
All Values window 5-1 Recipes button 2-3, 3-1
Backup & Restore window 7-7 Recipes Editor window 3-1
Channel Status Legend window 2-9 components 3-2
Custom fields configuration window 4-8 Report button 2-3, 8-2, 8-13, 8-20
Limits Editor History window 7-37 Report window 8-2
Limits Editor window 7-34 components
Main Page window 2-4 Select by Group 8-14
Proficy Historian Administrator window 7-62 Select by Sampling 8-20
Recipes Editor window 3-1, 4-1 viewing controls 8-27
Report window 8-2 reports 8-1

Page 1-4 FacilityPro SCADA Software Operations Manual

 Audit Report - Select by Group 8-33 custom fields for scheduling a sampling 4-7
Audit Report - Select by Sampling 8-36 defining custom fields for 4-7
by group in Report window 8-13 delete sampling event 4-6
by sampling, in Report window 8-20 edit sampling event 4-6
changing views information about a sampling point 5-1
Report window 8-27 point
create biological modules information 5-5
by group in Report window 8-13 particle counters information 5-2
by sampling in Report window 8-20 schedule 4-4
data intervals 8-19, 8-25 select a recipe for 4-4
Data Report 8-40, 8-43 Sampling button 2-3, 4-1, 8-20
data subset 8-18 Sampling editor dialog box 4-7
date/time range 8-17, 8-23 scheduling a sampling 4-4
examples 8-32 Sampling Editor window 4-1
Audit Report - Select by Group 8-32 components 4-2
Audit Report - Select by Sampling 8-35, Sampling on Input Editor 7-56
8-36 sampling point information 5-1
Data Report - Select by Group 8-38 Sampling Report 8-48
Data Report - Select by Samplings 8-42 create 8-49
Sampling Report 8-51
Trend Report 8-45, 8-46 SamplingData database
execute 8-20, 8-25 backup 7-9
exporting, in Report window 8-30 SCADA PC settings 9-10
exporting, in Sampling Report window 8-50 SCADA server
overview, create from 8-49 shut down 7-32
overview, create from Report window 8-12 schedule a sampling 4-4
print screen components for FacilityPro 2-2
in Report window 8-29 Security Configuration window 9-4
in Sampling Report window 8-49 Select sensors in group window 8-11
raw or summary data 8-19, 8-25 Sensor Groups 8-7
Report window reports 8-1 Sensor Type 8-5
Sampling 8-48 Sensors 8-6
create 8-49 Sensors Alarms 8-6
Sampling Report 8-52 Sensors Editor 7-5
Sampling Report window reports 8-1 Sensors Editor button 7-3, 7-5
time range 8-17, 8-23 Sensors Editor window 7-5
Trend Report 8-47 components 7-5
restart setting
FacilityPro system 7-32 alarm trigger limit 7-34
Windows OS 7-32 particle limits 7-34
Restart button 7-32 Severity 8-28
Restart only Win button 7-33 shut down
restore database 7-7, 7-13 FacilityPro system 7-32
Alarms & Events 7-14 iFIX 7-32
room in a floorplan 2-5 Shutdown button 7-33
Rule Editor 7-54 Shutdown iFix only button 7-33
Rule Type 7-54 Shutdown System button 7-4, 7-32
Run Time Logic Editor 7-43 shutdown the system 7-32
shutdown window 7-32
software description
S launching 2-1
screen components 2-2
sampling 4-1 SQL Database 7-15
aborting 4-5 start-up of FacilityPro application 2-1
custom fields for scheduling 4-7 start-up, FacilityPro system 2-1

FacilityPro SCADA Software Operations Manual Page 1-5

SUPERVISORS group 9-2 SUPERVISORS 9-2
system local, delete 9-24
shut down 7-32 local, modify 9-22
shutdown 7-32 management 9-4
tasks 7-1 modify
System button 2-3, 7-2, 7-5, 7-7, 7-29, 7-30, domain 9-21
7-32, 7-34, 7-37, 7-39, 7-62 local 9-22
system start-up 2-1 Nobody 2-1, 9-2
System window 7-2 types of 9-1
components 7-3
V
T
viewing controls
Tags catalog window 8-3 Limits Editor window 7-35
Recipes tab 8-8, 8-9, 8-10, 8-12 Report window 8-27
Sensor groups tab 8-5, 8-6, 8-7, 8-8, 8-11
Tags Control 8-9 W
TowerLightEditForm 7-58
Translate button 7-3
window
Trend Report
Limits Editor 7-34
calculation parameters
windows
reports
Trend Report Active Directory Users and Computers 9-7,
calculation parameters 8-19, 9-18, 9-21
8-25 Administrative Tools 9-7, 9-18
Alarms 6-1
components 6-2
U opening 6-1
All Values
Usage for Tag pane 7-53 components 7-41
opening 5-1
User Accounts window 9-13 Backup & Restore 7-7
user management 9-1, 9-4 components 7-8
types of users 9-1 Buffer Manager in Driver Tools
User Manager button 7-3, 9-4 components 7-31
usernames Buffer Manager in the Driver Tools window
default users 9-1 7-30
users Channel Status Legend 2-9
add 9-10 components 2-10
default 9-1 opening 2-9
define local 9-14 Computer 9-6, 9-17
delete Computer (Windows Explorer) 7-29
domain server 9-17 Control Panel 9-6, 9-17
domain user 9-17 Custom fields configuration 4-7
iFIX PCs setting (Server/Client) 9-19 components 4-7
local 9-24 Electronic Signature 1-4
domain FacilityPro 2-2
delete 9-17 components 2-2
modify 9-21 Group Membership Selection 9-12, 9-16
groups iFIX Security Configuration 9-4
ADMINISTRATORS 9-2 components 9-5
default 9-2 iFix Security Configuration 9-10, 9-14,
functions 9-2
OPERATORS 9-2 9-19, 9-22, 9-24
POWERUSERS 9-2 iFix User Accounts 9-11, 9-15, 9-20, 9-23,

Page 1-6 FacilityPro SCADA Software Operations Manual

 9-25
iFIX User Profile 9-13
iFix User Profile 9-11, 9-12, 9-15, 9-23
Limits Editor 7-34
components 7-35
viewing controls 7-35
Limits Editor Configuration 7-39
Limits Editor History 7-37
components 7-38
Login 2-11
Main Page 2-1, 2-4
components 2-5
opening 2-4
New Object - User 9-8, 9-9
Proficy Historian Administrator 7-62
Recipes Editor 3-1
components 3-2
opening 3-1, 4-1
Report 8-2
components, Select by Group 8-14
components, Select by Sampling 8-20
viewing controls 8-27
Sampling Editor 4-1
components 4-2
Sampling editor dialog box 4-7
scheduling a sampling 4-4
Security Configuration 9-4
components 9-5
Select sensors in group 8-11
Sensors Editor 7-5
components 7-5
shutdown 7-32
System 7-2
components 7-3
Tags catalog 8-3
Recipes tab 8-8, 8-9, 8-10, 8-12
Sensor Groups tab 8-5, 8-6, 8-7, 8-8,
8-11
User Accounts 9-13
Windows Explorer Computer 7-29
Windows button 9-21
Windows Explorer Computer window 7-29
Windows Explorer, access to the Computer
window 7-29
Windows OS, restart 7-32

zoom in on
report in Report window 8-27
room in a floorplan 2-5

FacilityPro SCADA Software Operations Manual Page 1-7

 This page is intentionally left blank.

Page 1-8 FacilityPro SCADA Software Operations Manual