Proficy: Process Systems

Proficy
Process Systems*
GETTING STARTED
Version 2.10
2012
GFK-2487E
first draftGetting Started with Proficy Change Management 1

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Contents
1 Welcome to Proficy Process Systems* 1
Engineering Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Operator consoles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
System Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Important Product Information .................................4
System Requirements .......................................5
Requirements for Optional Components . . . . . . . . . . . . . . . . . . . . . . . 8
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Product Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Hardware Key Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
General Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Americas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Europe, the Middle East, and Africa (EMEA) . . . . . . . . . . . . . . . . . . 20
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Asia Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2 Engineering Workstation 23
Logic Developer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Hardware Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Engineering Workstation Help ............................. 28
iFIX* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
CIMPLICITY* ............................................. 30
Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Servers, Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
GFK-2487E Proficy* Process Systems 2.10 i

3 EGD 31
EGD Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Device Configuration tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
EGD Management Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
EGD Management Edition OPC Server . . . . . . . . . . . . . . . . . . . . . . . . . 34
4 Operator Console 35
iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Running and Online System Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . 36
Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
5 Application Server 37
iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
6 System Server 39
Historian Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Web and Non-Web Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Historian OLE DB Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Excel Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Historian SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
7 Change Management 43
Using Proficy Change Management for the First Time . . . . . . . . . . . . . . 44
Centralized Storage & Version Control . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Audit Trailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Custom Project Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Factory Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Index 49
ii Proficy* Process Systems 2.10 GFK-2487E
ii Proficy* Process Systems 2.10 first draft

1 Welcome to Proficy Process Systems*
Congratulations on your purchase of Proficy Process Systems. Proficy Process
Systems is a complete, tightly integrated, seamless process control system with
PACSystems/PAC8000 Controllers, Proficy* HMI/SCADA, and Proficy*
production management software to provide control, optimization, and
performance management to manage and monitor batch or continuous
manufacturing. It delivers the tools required to design, implement, document,
and maintain an automated process. These tools are as follows:
Engineering Workstation*
Operator Consoles
Application Servers
Proficy Process Systems includes these products, optional components, and
features:
Products to install
Proficy* HMI/SCADA (iFIX or CIMPLICITY): two separate HMI applications.
Logic Developer: a software tool for programming the full line of GE IP
Controllers. For more information, see Logic Developer: Getting Started
(GFK-2485Q).
Optional Components
System Server Components: applications for alarm and EGD data
management as well as collection.
Change Management: a version control, security, and audit trail system.
Other Features
Ethernet Global Data (EGD) tools:
EGD Configuration Server: enables you to publish function block data
created with Engineering Workstation on an operator console or
Application Server. This tool is included with the installation of both
HMI/SCADA products with Engineering Workstation.
EGD Management tool: provides a high-level view of the EGD system
published on the EGD Configuration Server. This tool is included with all
installations except for HMI/SCADA CIMPLICITY on an operator
console.
GFK-2487E Proficy* Process Systems 2.10 1

Welcome to Prof icy Process Systems*
1
EGD Management Edition OPC Server: consumes function block data

published on the EGD Configuration Server. This tool is included with all
installations except for HMI/SCADA CIMPLICITY on an operator
console.
OPC client: browses the EGD Management Edition OPC Server for function
block data consumed from the EGD Configuration Server. This device
communication protocol is included with the installation of HMI/SCADA
CIMPLICITY on an operator console.
Advanced, high-precision standard function blocks for use with Logic
Developer in Engineering Workstation.
OLE for Process Control (OPC): a data and I/O information transfer protocol
providing interoperability among devices from different manufacturers.
Web Access features that access real-time HMI data any time, from
anywhere.
Engineering Workstation
Engineering Workstation is an environment with these components:
Logic Developer
An HMI/SCADA product
Proficy HMI/SCADA iFIX with the Proficy Alarm and Event (AE) OPC
Server and the Proficy Alarm Viewer
- or -
Proficy HMI/SCADA CIMPLICITY (without SQL Express)
- or -
Proficy HMI/SCADA CIMPLICITY (with SQL Express)
Note: Installing SQL Express with CIMPLICITY may take a significant
amount of time.
EGD Configuration Server
EGD Management tool (EMT)
EGD Management Edition OPC Server
Proficy Process Systems Notification Service
For more information about working with Engineering Workstation, see
“Engineering Workstation” on page 23.
2 Proficy* Process Systems 2.10 GFK-2487E

Operator consoles
An operator console installation includes an HMI/SCADA product with separate
components:
Proficy HMI/SCADA iFIX - or - Proficy HMI/SCADA CIMPLICITY
Proficy Alarm and Event (AE) OPC Server
Proficy Alarm Viewer
For more information, see “Operator Console” on page 35.
Application Servers
An Application Server installation includes an HMI/SCADA product with separate
and common components:
Proficy HMI/SCADA iFIX - or - Proficy HMI/SCADA CIMPLICITY
Proficy Alarm and Event (AE) OPC Server
For more information, see “Application Server” on page 37.
System Server Components

A System Server Component installation provides options to install:
Historian
Proficy Process Systems Historian Tags Service
EGD OPC Server
EGD Management tool
Proficy AE OPC Server
Proficy Common Licensing
For more information, see “System Server” on page 39.

1 Important Product Information
IMPORTANT PRODUCT
INFORMATION
For last-minute information, release notes, and supported hardware for Proficy
Process Systems products, see the Important Product Information (IPI)
document on the DVD. There are several ways to view this document:
When installing Proficy Process Systems, select Important Product
Information on the initial Launcher screen.
Browse the root folder of the DVD and double-click IPI_PPS.chm.
On the Proficy Process Systems Engineering Workstation Help menu,
choose Important Product Information.
When running Proficy Process Systems Engineering Workstation, click the
InfoView tab in the Navigator, expand the Proficy Process Systems
library, and then double-click the Important Product Information page.
When running Proficy Process Systems Engineering Workstation, click
Home on the InfoViewer toolbar, then to the left, under Get Started, click
What’s New.

System Requirements
SYSTEM REQUIREMENTS
Opera ti ng Sy ste ms
The table below is the list of the operating systems that each Proficy Process
Systems product supports:.
Windows version support
Proficy Process
XP1 72 20083
Systems Product
Engineering Yes Yes Not supported

Workstation
Operator console Yes Yes Yes 4
with HMI/SCADA
iFIX
Operator console Yes Yes Yes
with HMI/SCADA
CIMPLICITY
Application Server Yes Yes Yes 4
System Server Yes Yes Yes 4, 5
Notes
1. Windows XP Professional SP3 (32-bit version).
2. Windows 7 Professional or Ultimate (32- and 64-bit versions).
3. Windows 2008 Standard or Enterprise Edition SP2 (32-bit versions) - or -
Windows 2008 R2 (64-bit version).
4. If the EGD OPC Server needs to run as a regular server, follow these directions:
a. Go to the command prompt, and change directory to c:\Program

Files\Proficy\EGD OPC Server
b. On the c:\Program Files\Proficy\EGD OPC Server> command prompt,
enter EGDDrv regserver
c. Restart your system, and ensure that the EGDDrv Server is not listed as a
service in Services.
5. If Proficy Process Systems Historian Tags Service does not start automatically
after a system start up, follow these directions:
a. Click Start, click Run, enter Regedit in the open box, and click OK.

1 System Requirements
b. In HKEY_LOCAL_MACHINE\SYSTEM\, locate
CurrentControlSet\Services\PPSHistTagsSync
i. In the right pane, select DependOnService.
ii. Right-click DependOnService, and delete it.
c. In HKEY_LOCAL_MACHINE\SYSTEM\, locate
ControlSet001\Services\PPSHistTagsSync
d. In HKEY_LOCAL_MACHINE\SYSTEM\, locate
ControlSet003\Services\PPSHistTagsSync
e. Restart the system. Wait for 2 minutes, and ensure that the Proficy Process
Systems Historian Tags Service is running.
More Notes
Some components of the Proficy Process Systems products may not be
supported on some operating systems. For detailed information, refer to
the product's installation guide.
As a system, Proficy Process Systems no longer supports Windows
Vista. Individual components of Proficy Process Systems may still
support Windows Vista.
2003. Individual components of Proficy Process Systems may still
support Windows 2003.
2000. This includes the Windows 2000 Advanced Server. Individual
components of Proficy Process Systems may still support Windows
2000.
Install a full version of .Net Framework v1.1, v3.5 SP1, v4.0 and
Windows installer 4.5 on Windows operating systems.
Enable .Net Framework v3.5 SP1 and Desktop Experience in the Server-
Manager features list on Windows 2008.Internet Explorer

System Requirements
The table below is an overview of the regional settings on localized operating

systems that each Proficy Process Systems product is supported on.
Operating system language
German or Simplified
Proficy Process Regional Russian
English French Chinese
Systems Product Settings1 (Cyriliic)
(single-byte) (double-byte)
Engineering U. S. Yes Yes Yes Yes

Workstation
Local
Operator console U. S. Yes Yes Yes Yes
Local Yes Yes Yes
Application Server U. S. Yes Yes Yes Yes
Local Yes Yes Yes
2 2
System Server U. S. Yes Yes Yes Yes 2
Local
Notes
1. Regional settings include numbers, currency, time, and date settings.
2. The Historian component in System Server is not supported on Windows 2008
SP2. For detailed information, refer to known issues.
Inter net Explorer

Internet Explorer 6.0 or greater
Note: Install Internet Explorer before installing Proficy Process Systems.
Har dware
Minimum: Intel Core Duo or AMD Athlon 64 X2 with 3 GB RAM
Recommended: When running multiple Proficy Process Systems software
elements on one computer—Engineering WorkStation, System Server, and
Application Server—we recommend 2.6 GHz Intel Core i series with 4 GB
RAM.
3 GB hard disk space. This includes:
2 GB hard disk space for Logic Developer
Caution: After installing Proficy Process Systems and the .NET
Framework, do not install an older or beta version of the .NET
Framework, otherwise the newest version of .NET Framework fails.

and either
240 MB hard disk space for iFIX
- or -
800 MB hard disk space for CIMPLICITY
Additional hard disk space for sample projects, temporary files, and growth
TCP/IP-compatible network interface adapter
Ethernet adapter
DVD drive
Device communication interfaces for your HMI product
Note: The EGD Management Edition OPC Server is automatically installed
with Engineering Workstation installations, with CIMPLICITY on Application
Server installations, and with iFIX on all installation types. If you install
CIMPLICITY on an Operator Console, it uses its native OPC Client to
communicate.
If relational database software is used with CIMPLICITY or iFIX, one of these
must be installed:
Microsoft SQL Server 2000 (Service Pack 4)
Oracle 9i or greater
Microsoft Access 2000 or greater (iFIX only)
One parallel port or free direct-connect USB port for licence keys. Some
touch screens, pointing devices, and I/O drivers require a serial port.
Additional ports for I/O hardware should be ordered with the computer.
SVGA or better color graphics monitor and a 100% IBM-compatible, 24-bit
graphics card capable of 800x600 resolution and at least 65,535 colors
Two-button mouse or compatible pointing device (such as a touch screen)
Requirements for Optional Components

Consider these system requirements if you install any of these optional
components.
Sy st em Serv er Com ponents

Windows XP Professional or Windows Server 2003. Windows XP or greater
is required for the Alarm and Event archiver.
Internet Explorer 6.0 or greater
Microsoft IIS (Internet Information Server) for systems with Historian Web
Administrators

System Requirements
Network interface software for network communications. The TCP/IP network

protocol is required.
SQL Server 2000 or greater is required for “Use Existing SQL Server” option
in alarm and event archiving configuration
Microsoft Office 97 SR-1 or greater, Office 2000, Office XP, or Office 2003 for
the Historian Excel add-in
Historian Server hardware requirements
Pentium 4-based 2.0 GHz or better computer with 1 GB RAM
CD-ROM drive
100 MBit TCP/IP-compatible network interface adapter for network
communication and certain I/O drivers
Monitor capable of at least 1024x768 resolution
80 GB free hard drive space for the data archives, message files, buffer files,
and log files used by the system
Data Collector node hardware requirements
Pentium 4-based 2.0 GHz or better computer with 512 MB RAM
40 GB free hard drive space to store buffered data
CD-ROM drive
TCP/IP-compatible network interface adapter for network communication and
certain I/O drivers
Microsoft Cluster service hardware requirements
Pentium 4-based 2.0 GHz or better computer with 1 GB RAM
80 GB of local free hard drive space
40 GB shared SCSI hard drive (RAID preferred)
Two 100 Mbit TCP/IP-compatible network interface adapters for network
communication and certain I/O drivers (one for public network, another for
private network)
Note: The configuration of each server added to the cluster must be identical
to the other servers in the cluster.
EG D Ma nagem ent Edition OPC Serve r

Windows Vista, Windows XP Professional (Service Pack 3 or greater), or
Windows Server 2003
Software installed with the EGD Management Edition OPC Server:
EGD generic editor
Hardware key driver if using a keyed GE product

Pr oficy C hange Manage ment Se rve r

Windows XP Professional (Service Pack 3) or Windows 2003 Server (SP2
R2)
Note: Proficy Change Management is not supported in environments with
Microsoft Terminal Services or Microsoft Cluster Server. Windows Vista,
Windows XP Tablet PC Edition, and Windows XP Embedded are not
supported.
Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit)
Internet Explorer v7.0, Internet Explorer v6.0 Service Pack 1 or greater, or
Internet Explorer v5.5 with Service Pack 2 Q810847 or greater
Hardware Requirements
2.0 GHz Pentium-based computer recommended
Note: See your sales representative for server system recommendations
based on your projected number of Manager clients and the projected size of
your project database.
20 GB free hard disk space, plus storage space for project files
512 MB RAM (1 GB recommended)
Microsoft Visual SourceSafe 6.0d Build 31222 or greater, or Visual
SourceSafe 2005
Note: 6.0d is acquired by installing the Microsoft Visual Studio 6 SP6 update.
For details, see Microsoft's web site at www.microsoft.com.
Pr oficy C hange Manage ment client

R2)
Note: Proficy Change Management is not supported in environments with
Microsoft Terminal Services or Microsoft Cluster Server. Windows XP Tablet
PC Edition, and Windows XP Embedded not supported.
Internet Explorer v7.0, Internet Explorer v6.0 Service Pack 1 or greater, or
Internet Explorer v5.5 with Service Pack 2 Q810847 or greater
1.5 GHz Pentium-based computer
50 MB hard disk space, plus storage space for project files (start with 500
MB)

System Requirements
Pr oficy C hange Manage ment Sc heduler Engine

R2)
Note: Windows Vista, Windows XP Tablet PC Edition, and Windows XP
Embedded are not supported.
Proficy Change Management client
Internet Explorer v5.5 with Service Pack 2 Q810847 or greater, or Internet
Explorer 6.0 with Service Pack 1 or greater
1.5 GHz Pentium-based computer
50 MB hard disk space in addition to hard disk space for Proficy Change
Management client

1 Installation
INSTALLATION
If you have problems installing Proficy Process Systems, please contact
Technical Support (see page 20).
To ins tall Proficy Proc ess Sys te ms Engineering Work sta tion
1. Start the Proficy Process Systems installation process.
Place the Proficy Process Systems installation DVD in the DVD drive. If you
have Autoplay enabled, the installation launcher splash screen appears. If it
does not appear, run Setup.exe on the root directory of the DVD.
2. Click Engineering Workstation to start the installation process.
Follow the on-screen prompts in the Proficy Process Systems Setup dialog,
clicking Next until you are asked to select the components to install.
If a previous version of Proficy Process Systems is installed on your computer,
you are prompted to uninstall it during the upgrade process. Do so only when
asked to by the installation process. Do not delete files left behind during
uninstallation; these are used by the new version.
3. Select the appropriate installation options.
In the Proficy Process Systems Setup dialog, choose one of the HMI/SCADA
products.
Note: If installing HMI/SCADA CIMPLICITY, you can choose whether or not
to install it with SQL Express.
Logic Developer
Note: By default, Logic Developer is selected for installation. Engineering
Workstation cannot run without Logic Developer.
4. Finish the installation.
Continue with the installation, following the prompts on each screen until done.
Important: By default, the EGD Configuration Server, EGD Management tool,
EGD Management Edition OPC Server, and Proficy Nofication Layer are
installed with Engineering Workstation regardless of the HMI product you
installed.

Installation
To ins tall Proficy Proc ess Sys te ms oper ator c onsole

2. Click Operator Console to start the installation process.
In the Proficy Process Systems Setup dialog, install one of the HMI\SCADA
products.
To ins tal l P rofi cy P roc ess S ys te ms Appl i ca ti on Se rve r

2. Click Application Server to start the installation process.
In the Proficy Process Systems Setup dialog, install one of the HMI/SCADA
products.
Important: By default, the EGD Configuration Server, EGD Management tool,
EGD Management Edition OPC Server, and Proficy Nofication Layer are
installed with Engineering Workstation regardless of the HMI product you
installed.

1 Installation
To ins tall Syst em Serv er Com ponent s

2. Click System Server to start the installation process.
3. Choose to install either the System Server or the Historian components. They
can not be installed at the same time. The installation process will need to be
executed a second time if you want to install them both.
4. If you want to install the System Server, click System Server.
Follow the on-screen prompts in the Proficy InstallShield Wizard dialog, clicking
Next until you are asked to select the components to install.
5. Select the components that will be installed.
7. If you want to install Historian then re-launch the Setup.exe, click System
Server, then click Historian.
Follow the on-screen prompts in the Proficy InstallShield Wizard dialog, clicking
Next until you are asked to select the components to install.
In the InstallSheild Wizard dialog, install the following:

Historian Server
Historian Server
Administrative Web Site (requires IIS 4.0). If you select this option, the
Historian Server is selected.
Alarm and Event Archiver. If you select this option, the Historian Server
is selected.
Note: Install this feature to process Proficy Process Systems Alarms and
Events.
Collectors
Choose from 11 collectors, or select the Collectors option to select all.
Historian Excel add-in
Historian Administrator
Proficy Historian client tools. This option is automatically selected.
Historian Documentation & Help

Installation
Historian Help & documentation

Historian sample applications
OLE DB
OLE DB driver
OLE DB samples
10. Select whether or not to restart your computer, and then click Finish.
To ins tall Vis ual Sourc e Safe

1. Start the Visual Source Safe installation process.
Place the Visual SourceSafe installation CD in the CD-ROM drive. If you have
Autoplay enabled, the installation launcher splash screen appears. If it does not
appear, run Setup.exe on the root directory of the CD.
2. Click Install.
Follow the on-screen prompts on the Installation Wizard for Visual SourceSafe
6.0d dialog, clicking Next, Continue, or OK.
Click OK, and then click Finish.

Important: Install Visual SourceSafe before installing Proficy Change
Management Server; otherwise, the Change Management Server installation
fails.
To ins tall the Prof icy Cha nge Ma nagem ent Ser ver
Proficy Change Management Server stores and manages the project database,
which is kept under version and access control. The Server uses Microsoft
Visual SourceSafe (a proven, reliable management program) for its version
control system.
1. Ensure that the installation of Microsoft Visual SourceSafe used by Proficy
Change Management has the latest patches and service packs (at least v6.0d
build 31222 or Visual SourceSafe 2005). For more information, see “To install
Visual Source Safe”.
2. Ensure to install the Server during normal business hours for Product
Authorization (between 8 a.m. and 4 p.m. Mountain Time). You must authorize
the Change Management Server; authorization personnel are available only
during those times.

1 Installation
3. To use the Intellution iFIX custom product module, install iFIX to the same
directory location on all Proficy Change Management client computers with the
same set of projects.
4. Start the Change Management installation process.
Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you
5. Click Change Management.
In the Proficy Process Systems Setup dialog, install:
Change Management client
Under Support Product Modules, all products to be used with Change
Management
Scheduler
Change Management Server
The icon next to a feature indicates its install state. A red X means the feature
will not be installed. Click the icon to open a menu that enables you to change
the install state for that feature. When done, click Next.
Notes
The Modicon ProWORX module is included if you have ProWORX NxT
installed on the local computer. This means you cannot launch ProWORX
NxT except from the Proficy Change Management environment. To use
Proficy Change Management without ProWORX NxT projects, clear the
Modicon ProWORX module installation option.
If you have the Windows Firewall active (installed with Windows XP SP2 or
Windows Vista), you are asked whether you want Change Management to be
added to the exceptions list. If you decline (or if you enable the firewall at a
later date), you will have to manually enable the appropriate executable files
in the exceptions list before using Change Management.
Continue with the installation, following the instructions on each screen.
When the Proficy Change Management Server configuration dialog appears,
click OK to accept the default settings. Do not change any of the specified
information unless the SourceSafe database or Audit Trail database is moved
from its default installation location.

Installation
Note: To use Audit Trailing, share the Audit Trail database folder on the Proficy
Change Management Server with “Read” permissions. This enables users to
read audit trail data.
To ins tall the Prof icy Cha nge Ma nagem ent c l ie nt

Install Change Management client on each computer that accesses the Change
Management Server. Change Management client is included when you install a
Change Management Server. You do not need to install the client separately on
the Server computer.
To install Change Management client, on the client computer, follow these steps:
1. Ensure that the Change Management client computer has a valid Ethernet
network connection to the computer running the Change Management Server.
2. To use the Intellution iFIX custom product module, install iFIX to the same
directory location as that of all other Proficy Change Management client
computers with the same set of iFIX projects.
3. Start the Change Management installation process.
Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you
have Autoplay enabled, the installation launcher splash screen should appear. If
it does not appear, run Setup.EXE on the root directory of the DVD.
4. Click Change Management.
In the Proficy Engineering Workstation Setup dialog, install the following:
Change Management client
Under Product Support Modules, all products to be used with Change
Management
(Optional) Scheduler
The icon next to a feature indicates its install state. A red X means the feature
will not be installed. Click the icon to open a menu to change the install state for
that feature. When done, click Next.
Notes
Ensure that Change Management Server is not selected to be installed.
The Modicon ProWORX module is included if you have ProWORX NxT
installed on the local computer; that is, you cannot launch ProWORX NxT
except from the Proficy Change Management environment. To use Proficy

1 Installation
Change Management without ProWORX NxT projects, clear the Modicon

ProWORX module installation.
If you have the Windows Firewall active (installed with Windows XP SP2 or
Windows Vista), you are asked whether you want Change Management to be
added to the exceptions list. If you decline (or if you enable the firewall at a
later date), you will have to manually enable the appropriate executable files
in the exceptions list before using Change Management.
7. You must specify the default Change Management Server for this client
installation.
For information on using the Change Management Server the first time, see
“Using Proficy Change Management for the First Time” on page 44.

Product Authorization
PRODUCT AUTHORIZATION
Before developing projects in Proficy Process Systems, you must authorize the
software. If not, you have unrestricted use of the software’s features for only a
short trial period. The authorization process takes only a few moments and
enables you to take advantage of any product support for which you qualify.
To see the products you are currently authorized for, on the Proficy Process
Systems Help menu, point to Product Authorization and choose Authorize
Software. The Product Authorization dialog appears. If you have a hardware
key in a USB port, select Show Hardware Keys to view the authorizations
provided by that key.
Hardware Key Authorization

Hardware key authorization requires a special USB hardware key. This key
contains internal settings that enable the use of specific products and is set by
your dealer or retailer.
Hardware key authorization is for Windows Vista or Windows XP, and requires a
free USB port on your computer.
Important: If a component is not enabled on your hardware key, you can install
it but you cannot launch or use it.
To authoriz e Proficy Proc ess Sys te ms produc ts wit h a ha rdwar e key

1. Locate a free USB port on your computer.
The USB port is often located on the front or back of your tower case, or in the
side of a laptop computer. Sometimes a USB port is on your computer’s monitor.
2. Plug the hardware key into the USB port.
The first time you plug the key into a USB port, a progress dialog appears,
indicating that Windows is updating its system settings with the new hardware.
After the dialog disappears, the settings stored in the hardware key are active.
You can use the authorized Proficy Process Systems products.
Leave the hardware key in the port while using Proficy Process Systems. If you
remove the key, authorization for those products vanishes.
To move authorization to another computer, remove the hardware key from the
source computer and plug it into a USB port on the destination computer.

1 Contact Information
CONTACT INFORMATION
If you purchased this product though an Authorized Channel Partner, please contact them
directly.
General Contact Information

Online Technical Support & GlobalCare: www.ge-ip.com/support
Comments about our manuals or online help: doc@ge.com
Additional information: www.ge-ip.com
Solution Provider: solutionprovider.ip@ge.com
Authorization: authorization.ip@ge.com
Technical Support
If you have technical problems that cannot be resolved with the information in
this guide, please contact us by telephone or email, or on the web at www.ge-
ip.com/support.
Americas
Online Technical Support: www.ge-ip.com/support
Phone: 1-800-433-2682
International Americas Direct Dial: 1-780-420-2010 (if toll free 800 option is
unavailable)
Technical Support Email: support.ip@ge.com
Customer Care Email: customercare.ip@ge.com
Inside Sales: insidesales.ip@ge.com
Primary language of support: English
Europe, the Middle East, and Africa (EMEA)

Phone: +800 1-433-2682
EMEA direct dial: +352-26-722-780 (if toll free 800 option is unavailable or
dialing from a mobile telephone)
Technical Support Email: support.emea.ip@ge.com
Customer Care Email: customercare.emea.ip@ge.com
Inside Sales: insidesales.emea.ip@ge.com
Primary languages of support: English, French, German, Italian, Czech

Contact Information
Asia Pacific
Phone: +86-400-820-8208
+86-21-3217-4826 (India, Indonesia, and Pakistan)
Technical Support Email: support.cn.ip@ge.com (China)
support.jp.ip@ge.com (Japan)
support.in.ip@ge.com (other Asian locales)
Customer Care Email: customercare.apo.ip@ge.com
customercare.cn.ip@ge.com (China)

1 Contact Information

2 Engineering Workstation
Proficy Process Systems Engineering Workstation enables you to develop and
configure your process system. An Engineering Workstation installation includes
the following:
Logic Developer
HMI/SCADA iFIX
- or -
HMI/SCADA CIMPLICITY (with or without SQL Server)
When you install an HMI product with Engineering Workstation, you are installing
an operator console. This enables you to monitor and control the process. For
more information, see “Operator Console” on page 35.
When you install iFIX, the Proficy Alarm Viewer and Proficy OPC Alarm and
Event (AE) Server are installed. When you install HMI/SCADA(iFIX or
CIMPLICITY), the EGD Configuration Server, EGD Management tool, and EGD
Management Edition OPC Server are also installed. For more information, see
“EGD” on page 31.
Optional components that you can install with Engineering Workstation are:
System Server
Change Management

2 Logic Developer
LOGIC DEVELOPER
Proficy Logic Developer is next-generation software for programming GE IP
Controllers. Logic Developer provides all tools to create powerful process
applications. You can configure your Controller hardware, create and edit logic,
upload and download projects, and monitor and debug process program
execution.
Features:
Function Block Diagram (FBD) editor
Hardware Configuration
Ladder Diagram (LD) editor
Structured Text (ST) editor
Logic Developer is a complete solution for automation application development
in one package. Logic Developer has an integrated development environment
and tools. You spend more time building applications; less time learning the
software.
For detailed information about Proficy Logic Developer, see the Logic Developer
online help and Proficy Logic Developer: Getting Started (GFK-2485Q.pdf) on
the installation DVD or at www.ge-ip.com/support.

Logic Developer
The following illustrates a Logic Developer project:
Navigator
Toolchest
InfoViewer
Inspector
Companion
Feedback Zone
Data Watach
Projects
Before creating a Logic Developer project, consider:
The primary components your project will contain.
The GE IP Controller your project will run on.
With Logic Developer, you can build multiple projects for your requirements.
Want to know more? See the Projects section in the Proficy Logic Developer: Getting
Started manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up
“projects” and choose “Projects: an Overview”.

2 Logic Developer
Tools
Project development is supported by various tools, each of which is opened with
a button on the Tools toolbar.
Tool descriptions:
Navigator: A docking tool window with a set of tabs displaying information about
your development system in a hierarchical tree structure, similar to Windows
Explorer.
Feedback Zone: A docking window displays several types of output information
generated by Logic Developer.
Inspector: Lists properties and current settings for a selected object or element.
Data Watch: A run-time debugging tool to monitor and edit variable values.
Toolchest: A powerful storehouse of objects you can add to your project. You
can drag most items directly from the Toolchest into Logic Developer editors.
Companion: Provides useful tips and information while you work.
InfoViewer: An embedded Web browser that displays online help, reports, and
documentation associated with a project or target.
Want to know more? See the Tools section in the Proficy Logic Developer: Getting Started
manual (GFK-2485Q) or, in the Engineering Workstation online help index, look up “tools” and
choose “Tools Toolbar”.
Variables
The Variables tab of the Navigator contains variables. A variable is a named data
storage space. A variable name represents a memory location in the target
Controller with the variable’s Ref Address property value.
Want to know more? See the Variables section in the Proficy Logic Developer: Getting
“variables” and choose “Variables: an Overview”.
Options
The Options tab of the Navigator contains option and preference settings.
Options are organized into folders and pages.
Want to know more? See the Options section in the Proficy Logic Developer: Getting
“options” and choose “Options tab (Navigator)”.

Logic Developer
Targets
A target represents a run-time destination of the program(s) developed with
Logic Developer. Each target contains all components for that target. Proficy
Process Systems Logic Developer supports the following GE families of
Controllers:
PACSystems RX7i
PACSystems RX3i
A target is present in a project when you use a template to create the project. A
project can contain multiple targets.
One target is required for each Controller in your project, except with CPU
redundancy. In this case, one target contains a Primary Hardware Configuration
and a Secondary Hardware Configuration, which correspond to the primary
Controller and secondary Controller.
Want to know more? See the Targets section in the Proficy Logic Developer: Getting
“targets” and choose “Targets: an Overview”.
Communications with a PACSystems is required for storing and loading
programs or monitoring data values and Controller Status. Connect to a
Controller from Logic Developer over a serial, Ethernet, or modem connection,
depending on the Controller’s capabilities.
Target Controller:
Validates your targets
Works offline or online with a Controller.
Uploads from or downloads to a Controller.
Sets a Controller to Run or Stop mode while online in programmer mode.
Want to know more? See the Interacting with a Controller section in the Proficy Logic:
Developer Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online
help index, look up “interacting” and choose “Working with Targets”.
Hardware Configuration
Logic Developer supports PACSystems Controllers with their respective CPUs,
racks, and modules. The Logic Developer Hardware Configuration (HWC)
enables you to configure target equipment.
Want to know more? See the Hardware Configuration section in the Proficy Logic
Developer: Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online
help index, look up “Hardware Configuration: an Overview”.

2 Logic Developer
Engineering Workstation Help

Engineering Workstation includes detailed online help to access specific help
topics while working. Use the InfoViewer or Companion to access help.
Want to know more? See the Engineering Workstation Help section in the Proficy Logic
Developer Getting Started manual (GFK-2485Q) or, in the Engineering Workstation online
help index, look up “help” and choose “Finding information in the Help”.

iFIX*
iFIX*
Windows-based HMI/SCADA component of GE’s family of software
automation products
Based on open component-based technology
Enables easy integration, interoperability between your plant floor and
business systems
Includes functional and architectural features that reduce automation project
design time
Enables simple system upgrades and maintenance
Provides seamless integration with third-party applications
Increases productivity
SCADA (Supervisory Control and Data Acquisition) portion of iFIX provides:
Monitoring
Supervisory control
Alarms
Control functions
Absolute integrity of data
Complete distributed networking capabilities
The HMI portion of iFIX is the window into your process. It provides all tools to
develop pictures that operators use to monitor your process.
For detailed information, see the iFIX online help and the Getting Started with
iFIX.pdf on the installation DVD or at www.ge-ip.com/support.

2 CIMPLICITY*
CIMPLICITY*
Windows-based HMI/SCADA component of GE's family of software
automation products
Scalable from a Human Machine Interface (HMI) to a fully networked
Supervisory Control and Data Acquisition (SCADA) system
The networking capabilities achieves integration levels that virtually eliminate
redundant configuration in a network.
Based on a client–server architecture with Servers and Viewers.
Flexibility to build a larger system with multiple smaller nodes without having
to purchase expensive server hardware.
Servers
Collect, distribute data
Licensed to collect data from 75, 150, 300, 700, 1500 or unlimited number of
device points. Exempted from the point count are:
Virtual points: they reside only in the computer
Points collected by another server. This I/O count architecture satisfies
customers with small single node systems, and leverages CIMPLICITY's
strong client-server architecture for multi-node systems.
Viewers
Connect to Servers
Full access to collected data to view and control actions
Servers, Viewers
Servers and Viewers are easily networked together to seamlessly share data
without replicating your point database from node to node. For example,
points are configured on a server only once. Screens are developed and
stored in one location on the network and accessed by any other
CIMPLICITY display on the network.
For detailed information, see CIMPLICITY online help.

3 Ethernet Global Data (EGD) is the primary Ethernet-based peer-to-peer
EGD
communications protocol for data and command exchanges for GE IP
Controllers. EGD enables repeated transmission of data exchanges from a
Controller (producer) to other devices such as HMIs (consumers). A producer
supports several exchanges, and any of these can be configured to be sent to a
specific consumer (unicast), to multiple consumers in a group (multicast), or to
all consumers on a network (broadcast).
The primary advantages of EGD are in distributed control applications that
consist of multiple Controllers with a supervisory layer consisting of HMI/SCADA
nodes sharing a common Ethernet network. Controllers produce data that
interested consumers (like an HMI) collect in configurable sets of transmitted
data packets.
Proficy Process Systems has three EGD tools to communicate between
Engineering Workstation and your HMI products:
EGD Management Tool

EGD
3
Distributed Control
The following diagram demonstrates how EGD works. There are four devices in
the Ethernet Global Data exchange: two PACSystems Controllers, a computer
running Engineering Workstation, and an operator console with iFIX.
Controller A produces Exchanges 1 and 2 and consumes none. Controller A’s

logic triggers an event to generate a Command message to Controller B.
Controller B produces Exchange 3 and consumes Exchange 2.
The computer produces no exchanges and consumes Exchanges 1 through 3.
Exchange 1 is unicast. Exchange 2 multicast, where a single produced
exchange is subscribed to by more than one consumer.
iFIX on an operator console updates to the Configuration Server on the
computer.
The configuration of each device is available in the Configuration Server on the
computer (can be located on any computer on the network). The EGD
Management tool generates EGD status and communication statistics.
Note: Proficy Process Systems supports redundant supervisory networks and
Run Mode Store (RMS). Redundant supervisory networks enable a redundancy

EGD
connection between operator console(s) and Logic Developer. RMS

automatically synchronizes all EGD exchanges in the EGD Configuration Server.
Want to know more? In the EGD Management Edition OPC Server online help, search for
“Supporting Redundant Supervisory Networks for Proficy Process Systems”. In the
Engineering Workstation online help index, look up “Run Mode Store (RMS)”.
EGD CONFIGURATION SERVER

Central repository for all EGD nodes on a network to expose their producer
and consumer configuration files.
Enables each device configuration tool to store EGD configuration
information, which can be shared with other information-requesting tools.
Configuration information is shared in a file repository with an XML schema,
representing EGD configuration.
Can be installed on the same computer with configuration tools or different
computer.
Device Configuration tool

Configures entire device and EGD
Transfers EGD configuration information to or from the Configuration Server
following its workflow, but adhering to the EGD configuration style
Validates the device configuration and EGD
Reports inconsistencies
Note: If EGD Configuration Server is removed or is no longer accessed by the
EGD Management Edition OPC server, all configuration to run the EGD OPC
server can be saved as a binary file (.EGD extension), or a .CSV file, regardless
of whether the configuration source is manual or extracted from
ProducedData.xml files. In both file types, structure variable information is also
saved.
For more information, refer to the EGD Management Edition OPC Server online
help.
Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic
help index, look up “EGD Configuration Server: Integration with Logic Developer”.

EGD
3 EGD Management Tool
EGD MANAGEMENT TOOL

The EGD Management tool (EMT) is optional and has these features:
Presents graphical view of the hierarchical and topological view of the EGD
network with animation for data flow, and health monitoring exceptions
Provides offline reporting of configuration conflicts and statistics to analyze
the EGD network
Monitors online transmission errors health
Launches device configuration tool to edit device EGD configuration
Provides online mode for EGD health overview. In this mode, EGD command
messages gather statistics and health information from each capable EGD
device.
Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic
help index, look up “EGD Management tool”.
EGD MANAGEMENT EDITION OPC

SERVER
Also named EGD OPC Server v7.40 or greater
Provides interface and communications protocol between the EGD service
and your process control software
Enables GE's HMI products to collaborate with other EGD-enabled products
Exposes EGD data to third-party OPC clients
Acts as an EGD data consumer: it can receive, process, and make use of all
EGD samples sent to the host computer with unicast, multicast, or broadcast
Automates its configuration with information stored on the common EGD
Configuration Server. For more information, see “EGD Configuration Server”
on page 33.
The EGD Configuration PowerTool configures how the OPC Server consumes
data from the target producers. The EGD Management tool can be accessed
from the PowerTool. For more information, see “EGD Management Tool” on
page 34.
For more information about the EGD OPC Server, see the EGD Management
Edition OPC Server online help.

4 Operator Console
Proficy Process Systems operator consoles monitor and control a process at run
time. Operator consoles include:
Alarms and alarm messages
Want to know more? In the Engineering Workstation online help index, look up “EGD
Management Edition OPC Server connection” and “EGD Management tool.” For alarms and
alarm messages, see the HMI/SCADA (iFIX or CIMPLICITY) online Help.
IFIX
A Proficy Process Systems operator console with HMI/SCADA iFIX also
includes:
HMI/SCADA iFIX with faceplates
OPC Alarm and Event (AE) Server
Want to know more? See the HMI/SCADA iFIX online Help. Also, in the Engineering
Workstation online help index, look up “OPC AE Server”.

Operator Console
4 CIMPLICITY
CIMPLICITY
A Proficy Process Systems operator console with HMI/SCADA CIMPLICITY
includes:
HMI/SCADA CIMPLICITY with faceplates
CIMPLICITY object builder
Want to know more? See the HMI/SCADA CIMPLICITY online Help.
RUNNING AND ONLINE SYSTEM

MONITORING
1. Enable and test Proficy Process Systems Engineering Workstation.
2. On a Proficy Process Systems operator console, enable and test your system as
follows:
Start the HMI run time to monitor the overall process control system.
Start the Alarm Viewer for alarm monitoring.
Verify the validity of the HMI faceplates and graphics.
Verify that alarms are being reported to the Alarm Viewer and that alarm
acknowledgments are being received by the Controllers.
Verify that Historian is capturing the correct historical data.
Test the validity of the Controller, network, and I/O bus redundancy.
Want to know more? In the Engineering Workstation online help index, look up
“Engineering Workstation”. See the HMI/SCADA (iFIX or CIMPLICITY) online Help.
SUPPORTED CONFIGURATIONS
Proficy Process Systems can be configured in one of the following ways:
Complete Configuration Basic Configuration
Engineering Workstation Engineering Workstation

One or more operator consoles N/A

5 Application Server
The Proficy Process Systems Application Server provides a client/server
architecture. Proficy Process Systems HMI/SCADA CIMPLICITY enables your
process system to integrate with a CIMPLICITY application.
The Application Server in Proficy Process Systems HMI/SCADA iFIX enables
you to extend your HMI/SCADA to include a database, third party devices, and
virtual tags.
IFIX
A Proficy Process Systems Application Server with HMI/SCADA iFIX includes:
HMI/SCADA iFIX with faceplates
Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the
Engineering Workstation online help index, look up “EGD Management Edition OPC Server
connection”, “EGD Management tool,” and OPC AE Server.”

Application Ser ver
5 CIMPLICITY
CIMPLICITY
A Proficy Process Systems Application Server with HMI/SCADA CIMPLICITY
includes:
HMI/SCADA CIMPLICITY with faceplates
Proficy Process Systems Notification Server
Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the
Engineering Workstation online help index, look up “EGD Management Edition OPC Server
connection” and “EGD Management tool.”
SUPPORTED CONFIGURATIONS
Proficy Process Systems can be configured in one of the following ways:
Complete Configuration Basic Configuration
Engineering Workstation Engineering Workstation

One or more operator consoles N/A

6 System Server
The System Server provides EGD configuration, historical data, alarm and event
data, and project HMI configuration to all other elements in Proficy Process
Systems. The System Server contains the same components regardless of the
HMI/SCADA software being used.
EGD
Proficy AE OPC Server
Proficy Process Systems Historian Tags Service
Proficy Common Licensing
For information about EGD, see “EGD” on page 31.
Proficy Historian is a high performance data archiving system that efficiently

collects, stores, and retrieves time-based information at extremely high speed. A
typical architecture includes:
Historian Server
Collectors
Clients
A typical Historian System includes:
One or more Historian Data Collectors with various collection interfaces
One or more Historian Servers
One or more Historian Web Administrators or Non-Web Administrators
Historian OLE DB Provider
One or more Excel Add-In packages, installed on any client node
Programs using Historian SDK (Software Development Kit)
All clients communicate with the System Server through the Historian API.
For detailed information about Proficy Historian, see the Historian online help
and Proficy Historian Getting Started.pdf on the installation DVD or at www.ge-
ip.com/support.

System Server
6 Historian Server
HISTORIAN SERVER
The Historian Server is the central point for managing all client and collector
interfaces, storing and (optionally) compressing data and retrieving data. Tag
data (numbers, strings, BLOBs) is stored in a proprietary format in the archive
database. The archive database consists of several files; each file represents a
specific time period of historical data.
If licensed for the Alarm and Event option, then the Historian Server also
manages the storage and retrieval of OPC alarms and events in an SQL Server
or MSDE database.
Want to know more? See the Historian Server section in the Proficy Historian: Getting
Started manual.
COLLECTORS
Historian includes several types of data collectors for collecting data from a
variety of applications, such as iFIX 2.6 and greater, FIX 6.5 and greater,
CIMPLICITY 5.5 and greater, OPC 1.0 or 2.0, OPC Alarms & Events, files (csv
or xml), and OSI PI.
The Calculation collector performs math and analysis on Historian data and
stores the results on the server. The Server-to-Server collector has the same
calculation capabilities as the Calculation collector, storing the results on a
remote server.
Want to know more? See the Historian Data Collectors and Historian File Collector
sections in the Proficy Historian: Getting Started manual or, in the Proficy Historian online
help, look up the “Historian Data Collectors” chapter in the Table of Contents.
CLIENTS
Client applications retrieve archived data through the Historian API. The
Historian API is a client/server programming interface that maintains connectivity

System Server
Web and Non-Web Administrators
to the Historian Server and provides functions for data storage and retrieval in a
distributed network environment.
Want to know more? In the Proficy Historian online help, look up the “Guidelines for
Working with Clients” chapter in the Table of Contents.
WEB AND NON-WEB

ADMINISTRATORS
Historian Web Administrators run on any client(s) on the Internet or Intranet.
They connect to the Historian system through the Administration web site, which
is installed with the Historian Server. To support administration through a
Historian Web Administrator, first install and run the Microsoft® Internet
Information Server (IIS). You are not required to install IIS on the Historian
Server. After IIS is installed, remote clients with Internet Explorer 5.5 or greater
can use the Administration web site. If you installed client tolls on the IIS
computer, you can use the Administration web site from the server.
You can install the Historian Non-Web Administrator on any computer(s)
connected to the Historian Server through the API. With Historian Non-Web
Administrators, you do not need to install IIS.
Want to know more? See the Historian Web Administrators vs. Non-Web Administrators
section in the Proficy Historian: Getting Started manual or, in the Proficy Historian online
help, look up the “Using the Historian Administrator” chapter in the Table of Contents.
HISTORIAN OLE DB PROVIDER

The Historian OLE DB Provider is a data access mechanism where you can
query Historian product data using Structured Query Language (SQL) or other
client reporting tools.
The Historian OLE DB Provider enables regulated industries to create reports
with applications such as Seagate® Crystal Reports. It also enables current
Historian product users to integrate with other databases such as SQL Server,
and other third-party OLE DB-compliant applications.
Want to know more? In the Proficy Historian online help, look up the “Using the Historian
OLE DB Provider” chapter in the Table of Contents.

System Server
6 Excel Add-In
EXCEL ADD-IN
The Historian Excel add-in is a useful tool for presenting and analyzing data
stored in archive files. It enables you to design custom reports of selected data,
automatically process the information, and analyze results. You can also perform
tag maintenance functions in Historian, such as adding tags, importing or
exporting tags, or editing tag parameters.
Want to know more? See the Excel add-in section in the Proficy Historian: Getting Started
manual or, in the Proficy Historian online help, look up the “Using the Historian Excel add-in”
chapter in the Table of Contents.
HISTORIAN SDK
The Software Development Kit (SDK) enables you to write Visual Basic (VB) or
Visual Basic for Applications (VBA) scripts. You can create scripts to perform
selected repetitive or complex tasks or to create a custom user interface. To use
the SDK, create a VB/VBA project with the SDK as a project reference.
Want to know more? See the Historian SDK section in the Proficy Historian: Getting
Started manual or see the Historian SDK online help.

7 Change Management
Proficy Change Management is a powerful, flexible automation system
management tool to protect and coordinate all your projects throughout your
system’s life cycle. Version control, centralized storage, security, automatic
backups and more are all included.
Proficy Change Management provides:
Centralized Storage & Version Control: Tracks projects and safely stores
previous versions. This ensures that everyone uses the correct files and
databases, and virtually eliminates work loss.
Access Control: Allows only users with approved security to access, modify
projects
Audit Trailing: Tracks who did what, when, and why
Scheduler: Enables automatic completion of repetitive tasks such as
backups and compares
GE Proficy Software support: Integrated with other Proficy software to
provide a complete solution with Logic Developer, CIMPLICITY, iFIX
Third-party project support: Configured for variety of popular automation
products from Rockwell, Siemens, Schneider, Modicon ProWORX,
Logicmaster 90-30 and 90-70, and Fanuc CNC
Factory Layouts: Organize your projects to better fit your company’s
structure, making it easier for users to navigate to a project.
Reporting Tools: Generate detailed audit trail reports
Electronic Signatures: For regulated companies. Provides an extra level of
control by requiring signatures for changes made to projects.
For detailed information, see the Change Management online help and Proficy
Change Management for Proficy Process Systems Getting Started (GFK-
2486Q.pdf) on the installation DVD or at www.ge-ip.com/support.

Change Management
7 Using Proficy Change Management for the First Time
USING PROFICY CHANGE

MANAGEMENT FOR THE FIRST TIME
When using Proficy Change Management for the first time, the administrator
must set up users and assign passwords to enable them to access the Proficy
Change Management database on the server.
For detailed information, see “To install the Proficy Change Management Server”
on page 15 and “To install the Proficy Change Management client” on page 17.
Using Proficy Proc ess Sy ste ms wit h C hange Manage ment

1. Click , point to Programs, then Proficy, then Proficy Process
Systems, and then click Proficy Process Systems.
The Change Management Log On dialog appears.
2. Log on as “Administrator”.
Leave the password blank. For Domain, select the network domain of the Proficy
Change Management Server, if required. For Server, enter the Proficy Change
Management Server computer name.
Not sure where server is located? Click Browse Network to see available
computers or click Scan for Servers to scan the network (may take several
minutes).
Click OK.
3. If asked to select a Theme, choose Change Management, then click OK.
Themes are pre-configured sets of tools, toolbars, and other options for a
specific product or type of user.
4. Check out the Access Control folder.
In the Manager tab of the Navigator, right-click the Access Control folder, and
choose Check Out Access Control. Check out this folder to edit and configure
users, groups, permissions.
5. Set up a password for the Administrator user.
Create a unique password for the Administrator user in the Access Control
folder. This user always has full access to Proficy Change Management and
databases.
If you do not create a password for this user, anyone can log in as an
Administrator.
For details on configuring Access Control, see Chapter 4 in Proficy Change
Management for Proficy Process Systems Getting Started (GFK-2486Q), or look
up “Access Control: an Overview” in the Proficy Change Management online
help.

Change Management
Using Proficy Change Management for the First Time
6. Recommended: Add users.

Add users to the Access Control folder and assign them unique names and
passwords. The users you configure are associated with the Server you are
logged on to.
7. Recommended: Set up groups for your users.
After creating groups, configure their access permissions, then assign users to
groups.
8. Perform Product and Site-specific Modifications.
Depending on installed custom project modules, you may need to perform site-
specific modifications. See the Release Notes tab for the Change Management
product in Important Product Information document (IPI),
PME_IPI_for_PPS.chm. A link to this document is in the root folder of the
installation CD.
IMPORTANT: After performing site-specific modifications, check in all changed
setting files under the “Custom Project Settings” folder in the Navigator. Do this
only once; other Change Management Clients automatically acquire updated
product type settings when connecting to the Change Management Server.
9. Check in the Access Control folder.
10. Exit Proficy Change Management.
Users added to the Change Management Server can log in from any client.
When site-specific modifications are complete, check in all changed setting files
under “Custom Project Settings” folder in Manager tab of the Navigator. You can
do this from only one Proficy Change Management client.

Change Management
7 Centralized Storage & Version Control
CENTRALIZED STORAGE & VERSION

CONTROL
Version control is Proficy Change Management’s most important feature. With
version control, all project and Proficy Change Management data is stored in a
central location. You can:
Ensure that only one user makes changes to an item or project at a time.
Track who is currently working on an item or project.
Safely store previous project versions.
Roll back a project to a previous version.
ACCESS CONTROL
Access Control is Proficy Change Management’s security tool. You can:
Organize groups of users.
Allow or disallow group access to projects stored on the Proficy Change
Management Server.
Allow or disallow group Toolchest drawer access.
Allow or disallow groups from performing operations in Proficy Change
Management.
AUDIT TRAILING
Audit trailing enables you to:
Track actions performed in your process system.
Add a record to audit trail database when specific actions occur.
Generate audit trail reports for history of changes, actions.
View audit trail database in a compatible database application.

Change Management
Custom Project Support
CUSTOM PROJECT SUPPORT

Proficy Change Management supports Waltz*, Process Window*, native Proficy
Process Systems applications, and other applications. To manage other
applications, add them as custom products.
Predesigned custom product modules are available with Proficy Change
Management. You can select individual modules in the “Support Product
Modules” item under the “Manager Client” item when installing Proficy Change
Management. Otherwise, create a basic support module for a new third-party
application with the Add Custom Product Type Wizard.
FACTORY LAYOUTS
Factory Layouts organize your projects to fit your company’s structure as
opposed to how the Navigator organizes projects. This provides easy project
navigation. For example, you can lay out projects based on the structure of a
factory, a plant’s process, or any other way that makes sense to users who
access projects through Proficy Change Management. Engineers, technicians,
and others can use layouts to quickly access projects.

Change Management
7 Factory Layouts

Index
A D Historian Clients 39, 40
Historian Non-Web
Access Control 43 data archiving 39
AE OPC Server 3, 23 Data Collectors 39, 40 Administrators 39, 41
Historian OLE DB provider 39, 41
Alarm and Event OPC Server 3, 23 data exchange 31
Historian SDK 39, 42
Alarm Viewer 3, 23 distributed control 32
Application Server 3 downloading projects 24 Historian Server 39, 40
Historian Web Administrators 39, 41
Basic Configuration 38 downloading to a Controller 27
Complete Configuration 38 historical data 39
HMI/SCADA products 1, 23
installation 13 E
Archive Database 40
audit trailing 43
editing logic 24
EGD 31, 39
I
authorization iFIX* 1, 2, 3, 23, 29
EGD Configuration Server 1, 23, 31,
hardware key 19 installation 13
33
product 19 installation 12
EGD Management Tool 1, 2, 3, 23,
Application Server 13
31, 34
B EGD OPC Server 2, 3, 23, 31, 34 Change Management Client 17
Change Management Server 15
broadcast (EGD) 31 system requirements 9
CIMPLICITY 13
electronic signatures 43
Engineering Workstation 12
C Engineering Workstation 23
Historian 14
help 28
Change Management 1, 23, 43 iFIX 13
Change Management Client installation 12
options 26 Operator Console 13
installation 17 System Server 14
projects 25
system requirements 10 Visual SourceSafe 15
Change Management Scheduler tools 26
variables 26
system requirements 11
Change Management Server
Ethernet Global Data 31 L
Excel add-ins 39, 42 Logic Developer 1, 2, 23
installation 15
system requirements 10 24
CIMPLICITY* 1, 2, 23, 30 F targets 27
installation 13 factory layouts 43
Collectors 39, 40 function blocks 2 M
consumers 31 multicast (EGD) 31
Contact Information 20 H
Controllers 24, 36
Hardware Configuration 24, 27 N
downloading 27
primary 27 Non-Web Administrators 39, 41
run mode 27 secondary 27
stop mode 27
uploading 27
hardware key O
authorization 19 OLE DB provider 39, 41
working offline 27 help 28
working online 27 OLE for Process Control 2
Historian 1, 23, 39
CPU redundancy 27 OPC 2
installation 14 OPC Client 2
creating logic 24 system requirements 8
customer support 20 Operator Console 3
Historian API 40

Index
Alarm Viewer 36 Proficy software integration 43 installation 14

Alarms and alarm messages 35 Proficy software support 43 system requirements 8
Basic Configuration 36 project templates 27
CIMPLICITY 36 projects 25 T
CIMPLICITY object builder 36 targets 27
Complete Configuration 36 R validating 27
Controller 36
redundancy 27 technical support 20
EGD Management Edition OPC reporting tools 43 templates 27
Server 35 requirements, hardware and third-party project support 43
EGD management Tool 35
software 5 tools 26
HMI Faceplates 36 run mode
HMI run time 36
I/O bus redundancy 36
set a Controller 27 U
iFIX 35 unicast (EGD) 31
installation 13 S uploading from a Controller 27
Network 36 scheduler 43 uploading projects 24
OPC Alarm and Event Server 35 SDK 39, 42
Running and Online System Software Development Kit 39, 42 V
Monitoring 36 SQL Server 2, 23
validating targets 27
System Server 36 stop mode
variables 26
options 26 set a Controller 27
version control 43
support 20
Visual SourceSafe
P system requirements
5
installation 15
PACSystems RX3i* 27
Change Management Client 10
PACSystems RX7i* 27
Change Management W
producers 31 Web Administrators 39, 41
Scheduler 11
product authorization 19 Welcome 1
Change Management Server 10
Proficy AE OPC Server 3, 23 working offline from a Controller 27
EGD OPC Server 9
Proficy Alarm Viewer 3, 23 working online to a Controller 27
Historian 8
Proficy Change Management 23, 43
System Server 8
Proficy Historian 23, 39
System Server 1, 23, 39

Proficy: Process Systems

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Proficy

first draftGetting Started with Proficy Change Management 1

GFK-2487E Proficy* Process Systems 2.10 i

ii Proficy* Process Systems 2.10 GFK-2487E

ii Proficy* Process Systems 2.10 first draft

GFK-2487E Proficy* Process Systems 2.10 1

EGD Management Edition OPC Server: consumes function block data

2 Proficy* Process Systems 2.10 GFK-2487E

System Server Components

GFK-2487E Proficy* Process Systems 2.10 3

4 Proficy* Process Systems 2.10 GFK-2487E

Windows version support

Engineering Yes Yes Not supported

a. Go to the command prompt, and change directory to c:\Program

GFK-2487E Proficy* Process Systems 2.10 5

6 Proficy* Process Systems 2.10 GFK-2487E

The table below is an overview of the regional settings on localized operating

Operating system language

Engineering U. S. Yes Yes Yes Yes

Inter net Explorer

GFK-2487E Proficy* Process Systems 2.10 7

Requirements for Optional Components

Sy st em Serv er Com ponents

8 Proficy* Process Systems 2.10 GFK-2487E

Network interface software for network communications. The TCP/IP network

EG D Ma nagem ent Edition OPC Serve r

GFK-2487E Proficy* Process Systems 2.10 9

Pr oficy C hange Manage ment Se rve r

Pr oficy C hange Manage ment client

10 Proficy* Process Systems 2.10 GFK-2487E

Pr oficy C hange Manage ment Sc heduler Engine

GFK-2487E Proficy* Process Systems 2.10 11

12 Proficy* Process Systems 2.10 GFK-2487E

To ins tall Proficy Proc ess Sys te ms oper ator c onsole

To ins tal l P rofi cy P roc ess S ys te ms Appl i ca ti on Se rve r

GFK-2487E Proficy* Process Systems 2.10 13

To ins tall Syst em Serv er Com ponent s

In the InstallSheild Wizard dialog, install the following:

14 Proficy* Process Systems 2.10 GFK-2487E

Historian Help & documentation

To ins tall Vis ual Sourc e Safe

Click OK, and then click Finish.

GFK-2487E Proficy* Process Systems 2.10 15

16 Proficy* Process Systems 2.10 GFK-2487E

To ins tall the Prof icy Cha nge Ma nagem ent c l ie nt

GFK-2487E Proficy* Process Systems 2.10 17

Change Management without ProWORX NxT projects, clear the Modicon

18 Proficy* Process Systems 2.10 GFK-2487E

Hardware Key Authorization

To authoriz e Proficy Proc ess Sys te ms produc ts wit h a ha rdwar e key

GFK-2487E Proficy* Process Systems 2.10 19

General Contact Information

Europe, the Middle East, and Africa (EMEA)

20 Proficy* Process Systems 2.10 GFK-2487E

GFK-2487E Proficy* Process Systems 2.10 21

22 Proficy* Process Systems 2.10 GFK-2487E

GFK-2487E Proficy* Process Systems 2.10 23

24 Proficy* Process Systems 2.10 GFK-2487E

The following illustrates a Logic Developer project:

GFK-2487E Proficy* Process Systems 2.10 25

26 Proficy* Process Systems 2.10 GFK-2487E

GFK-2487E Proficy* Process Systems 2.10 27

Engineering Workstation Help