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A supplement to Control Engineering and PLANT ENGINEERING magazines


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Comment

Automation system best practices

B

Jack Smith Editor

oth articles in this issue are about improving automation system performance as well as best practices. The cover story lists eight points derived from real-world experiences of managing complex automation projects and identifies key attributes to help manage the process. The author emphasizes communication upfront in a migration project. He writes: “More interaction is needed with clients on the front- and back-end of project phases. The planning stage also requires accurate and timely delivery of data from the client in order to progress into the execution stages. These demands put pressure on clients to produce information and can be a bottleneck for the entire project. In many cases, clients do not have the expertise and/or available bandwidth to spend the time to produce the information needed for execution.” The cover story presents a case study about how a system integrator successfully upgraded an obsolete distributed control system (DCS) for

CFE Media’s

DTE in Calvert City, Ky. As with most migration projects, changeover downtime had to be kept to a minimum. In this case, the shutdown for the migration was minimized to three days. The panels were rigged with the necessary input/ output (I/O) points and electronic marshaling— which replaces manual cross-marshaling of field wiring with digital mapping—was used. A mix of planning and situational problem solving was used to achieve established goals within the timeframe provided. The second story in this issue reminds us that automation systems eventually develop situations requiring advanced engineering support, which may be due to power outages, server maintenance, operator error, etc. The author provides a six-step procedure that can help users fix the problem and help determine the root cause of the issue. Although this approach is nothing new, the six-step process serves as a reminder for helping to find, analyze, and correct system issues.

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Contents A6 Eight tips for process

automation success

Process automation projects are complex and can go through many challenges before completion. Remaining open, honest, and demanding high expectations from everyone can help ensure the project will be successful.

A10 Six steps for supporting

an automation system

There’s nothing revolutionary in this six-step process. However, it is a workable model for helping to find, analyze, and correct system issues.

A6

ON THE COVER: DTE selected the Siemens SIMATIC PCS 7 distributed control system (DCS) to modernize its control system using redundant AS400H controllers for the updated project configuration, including the combustion control (blue I/O) and process safety/burner management applications (yellow I/O). The system was integrated into new cabinets by Cross Company. Courtesy: Siemens Industry Inc.

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Applied Automation February 2019

•

A5


S yS t e m i n t e g r at i o n

Eight tips for process automation success Process automation projects are complex and can go through many challenges before completion. remaining open, honest, and demanding high expectations from everyone can help ensure the project will be successful. By Robbie Peoples

The following eight points are derived from real-world experiences of managing complex automation projects and identify key attributes to help manage the process.

Cross Company

C

TIP 1. Don’t underestimate the demands omplex integration projects can present a level of ambiguity even for seasoned project To ensure project demands can be met, it is recommanagers. Keeping a close watch on budget mended to evaluate the workload requirements for all and schedule is critical for success, but is stakeholders prior to the execution of a large project. If the not enough to ensure the project is successcompany does not have large project execution experiful in the eyes of a client. Maintaining client ence, it is highly recommended to talk with knowledgeable satisfaction can be the most chalprofessionals to define the requirelenging aspect when managing ments. A common misconception is an integration project. that the current work responsibilities To ensure project A client’s perception of satiscan be maintained while taking on faction goes through transition additional project loading activities demands can be met, cycles just like projects do. The as well. Another common oversight is client’s view of the performance underestimating the detailed knowledge it is recommended to of the integration team is a comrequired to provide accurate data or plex element that can be difficult review/approvals required. These overevaluate the workload to measure accurately. Effectively sights can be detrimental to success managing perceptions and expecand all work loading should be properly requirements for all tations can be challenging. To planned and staffed for success. succeed, one must understand stakeholders prior to TIP 2. Engage with and relate to the client’s pain stakeholders early points. the execution of a As projects progress through It is important to have a solid worktheir lifecycle, the number of ing relationship between stakeholders. large project. interactions and exchanges of It is recommended to dedicate time at data between stakeholders fluctuthe front-end of the project to establish ates. On a typical project, the time and effort of the defia solid foundation based on ethical business practices. nition and planning phases exceed that of the execution Face-to-face meetings always are recommended over video phase. or conference calls. It is important to discuss the interacGenerally speaking, more interaction is needed with tions between groups and define scope boundaries. Define clients on the front- and back-end of project phases. The the expectations of how requests, submittals, deadlines, planning stage also requires accurate and timely delivand out-of-scope requests will be handled. Doing business ery of data from the client in order to progress into the is easy when the project is within schedule and budget. execution stages. These demands put pressure on cliHowever, when deadlines are looming and stakes are high, ents to produce information and can be a bottleneck for so it is always better to understand how to work together to the entire project. In many cases, clients do not have the address issues and concerns prior to a high-stress situation. expertise and/or available bandwidth to spend the time Over-communicate the expectation from all stakeholders to to produce the information needed for execution. ensure everyone understands. A6 • February 2019

Applied Automation


TIP 3. Request feedback often Embrace feedback as an important aspect of continuous improvement. That is, stakeholders should check in their ego at the door, humble themselves, and ask for direct honest feedback. Positive feedback is great but the only way to improve is to define the negative aspects. This is a two-way street, however, and both client and contractor should have an open discussion because both have responsibilities to deliver. Depending on the project size, milestone reviews can be performed on a periodic basis. All issues and actions should be published and followed-up for each feedback session.

TIP 4. Get management involved Involving upper management on a periodic basis shows a commitment to the responsibilities of the project. This cultivates an open-door policy to help clarify current issues at hand and provide primary decision makers with first-hand information. These meetings should be more strategic than tactical. Identify roadblocks or critical-path items but keep the topics at a level that everyone can follow and do not allow conversations to get into the weeds, which might make the management team lose interest. Review meetings should not be the standard weekly or bi-weekly meeting attendees. Identify a separate time to review the key issues to keep management aware of the project status.

TIP 5. Hold stakeholders accountable Stakeholders should be held accountable to deliver the associated data and/or information needed to move the project forward. Always assign specific deadlines for delivery and do not allow generic time frames to be assigned. If items are delayed then the successive items will be delayed as well. All deliverables and deadlines should be reviewed at every meeting to ensure everyone fully understands and accepts the responsibilities. Collective synergy and commitment from all stakeholders will result in project success.

DTE selected the Siemens SIMATIC PCS 7 distributed control system (DCS) to modernize its control system using redundant AS400H controllers for the updated project configuration, including the combustion control (blue I/O) and process safety/burner management applications (yellow I/O). The system was integrated into new cabinets by Cross Company. Courtesy: Siemens Industry Inc.

Applied Automation

February 2019

•

A7


S yS t e m i n t e g r at i o n

TIP 6. Follow the process

TIP 7. Do the right thing

Partnering with a professional group with a defined and qualified process of implementation can be the difference between success and failure. Do not allow a custom approach or unproven strategies to creep into the project. Cutting a new path or reinventing the wheel only invokes a level of uncertainty to the outcome. The only way to predict the future is to understand the past. When schedules become tight, most people search for ways to cut corners. Be sure to fully evaluate the impact or potential impact of all actions and trust the proven process to lead to success.

Mistakes will happen, but what is important is to be honest and admit the mistake, identify how to correct the situation, and provide a solution to prevent that mistake from happening again. Honest, fair, and open communications with stakeholders is the best policy. Always act in the best interest of the client and lead by example.

TIP 8. Remain persistent and open Common attributes of successful projects are acceptance and upholding responsibilities from stakeholders. Successful projects have hardships throughout the project

Case study: DCS migration

D

TE Calvert City (DTECC) in Kentucky made the decision three years ago to upgrade its obsolete Process Suite HMI to APACS OS. For 15 years, the APACS distributed control system (DCS) had been a reliable and comfortable system used to maintain the operational functionality for a plant that generated power and utilities around the clock. However, now the APACS hardware lifespan was coming to an end due to a decrease in both new and used replacement components, and a lack of support for its human-machine interface (HMI) and hardware. Cross Company, a certified PCS7 solution partner for Siemens, had built trust with DTECC by implementing the smooth transition to APACS OS. DTECC reviewed its needs, concerns, and questions and chose Cross Company to migrate the APACS DCS to a full Siemens PCS 7 system implementation. (see Figure on page A7)

to minimize a loss of revenue for DTECC and its customers? APACS does not have a direct migration tool for moving to PCS 7. n APACS OS, while fundamentally using a Siemens WinCC supervisory control and data acquisition (SCADA) system, is configured with a third-party tool that write-protects the project database. n The initial PCS 7 version was 9.0 but had initial issues with the redundancy library, thus the project was migrated to version 9.0 SP1 during the implementation. n Following that, there were issues installing the Modbus (a method used for transmitting information over serial lines between electronic devices) library on PCS 7 V9.0 SP1.

Key upgrade challenges

The power of a systems integrator partnership

With any change and upgrade, even to a modern system, there will be issues along the way. To begin with, there is the initial fear of the change itself. If we are not sure what will happen, good or bad, we may fear that it will be overwhelming, causing us to avoid that change and deny that there is a problem that requires the change. In the specific case of DTECC and its migration, the upgrade challenges included:

Braintrust is a powerful asset and Cross Company’s professional team has had experience with similar transitions. DTECC already had a positive working relationship with Cross and was able to discuss previous control system support and DCS upgrade projects. Additionally, Cross had personnel within a few hours of the site for continued support and improvements on a long-term basis. DTECC relied on its trusted relationship with Cross to discuss concerns and find reasonable and agreeable solutions.

n DTECC supplies industrial utility services to a number of chemical facilities in the area that include power via a gas turbine generator, softened water, steam, and compressed air. Its customers need a constant supply, so how could an upgrade take place with minimal downtime so as

A8 • February 2019

Applied Automation

Planning overcomes obstacles Identifying key issues is an important part of the problem-solving process, but once those are deter-


lifecycle. However, persistence to work through those issues establishes a level of trust and understanding that builds healthy relationships. An open culture of continuous improvement and dedication to success are critical to forming a close partnership. Dedication to those relationships means fair practices solutions are identified together and decisions are not one-sided. It is a good idea to keep management involved, solidifying the commitment. Be sure to communicate openly and honestly with realistic expectations while adhering to the most ethical business practices. Doing these things surely will bring success to the project.

mined, it is equally important to determine the next course of action. DTECC brainstormed with Cross engineers to mutually understand the goal of the process, review potential solutions or combinations of solutions, evaluate those options, and agree on contingencies and future review. Things can be very different on paper than they are in the field, so Cross engineers used a mix of planning and situational problem solving to achieve their goal within the timeframe provided. n After discussing all possible options, a black plant (a plant that shuts down complete power) was scheduled for three days. To minimize issues or complications during the outage and speed up installation, Cross engineers planned the migration and rigged all necessary panels with more than roughly 2,500 input/output (I/O) points and used electronic marshaling which replaces manual cross-marshaling of field wiring with digital mapping. n The WinCC project was migrated by creating a new OS project, copying graphics, and using import/ export functionality to move configurations for alarms, tags, scripts, etc., into the new OS project. n APACS logic was programmed manually for all initial implementations. Upon that successful completion, bulk engineering, copy/paste, and Process Object View were used to replicate code to all duplicate units. n Siemens tech support was able to provide a manual workaround for the version issue with

Partnering with a professional group with a defined and qualified process of implementation can be the difference between success and failure. Robbie Peoples is an integration manager at Cross Company. This article originally appeared on Cross Company online. Cross Company is a CFE Media content partner.

the redundancy library until a permanent fix was developed through a software update. n The Modbus library installation issue was resolved after manual steps were completed.

Final thoughts Change is an inevitable facet of our lives, but how we respond to change can determine the path that we take and where we end up. We can choose to ignore a problem in the hopes that it will go away, however, history shows us that this approach to change leaves us reacting to a situation (i.e., cleaning up a mess) instead of responding to it (i.e., proactive measures). The migration to PCS 7 allowed DTECC to operate its facility on a current, state-of-the-art, well-supported system with a clear and reliable upgrade concept for future expansion. As time marches on, DTECC will continue to look to its trusted systems integration partners to maximize time management and improve production costs. APACS DCS was a reliable product, but those who have not yet migrated are encouraged to schedule a consultation to remain relevant in the industry, to stay within the production-possibility curve (PPC), and to understand the value that a modern system can offer. DTE Calvert City is part of the DTE Energy P&I group of companies. The DTE Energy P&I Group focuses its products and services on energy-intensive industrial, commercial, and institutional customers across North America. Josh Dalzell is a systems integration engineer in the Process Control Integration group at Cross Company, a CFE Media content partner.

Applied Automation

February 2019

•

A9


A u t o m At i o n s y s t e m s u p p o r t

Six steps for supporting an automation system there’s nothing revolutionary in this six-step process. However, it is a workable model for helping to find, analyze, and correct system issues. ed Miller

hasn’t generated error messages, the system logs may provide details regarding behind-the-scenes issues in a script or database transaction. Analyzing these messages often can reveal the issue at hand.

Av a n c e o n

E

very automation system eventually develops a Step 4: trace backwards situation requiring advanced engineering support. This type of break-fix support may be due Start at the point in the system where the issue has to power outages, server maintenance, operator been reported and trace backwards. For example, error, etc. But no matter what the root issue turns assume a user is experiencing an issue on a specific out to be, sooner or later, every system will need it. application screen. Begin with drilling down into the speLike coding, troubleshooting is a unique and special cific elements of the screen that are not working—for set of skills, and each person may example, a button. Then dig into have a slightly different approach the code/function behind the butOne of the main benefits to resolving issues. When in a ton to see how it’s supposed to break-fix situation, following this work. Perhaps the button triggers of documentation in a six-step procedure can not only fix a script that queries a database the problem but also help deterfor data, but that data isn’t displaysupport situation is to provide mine the root cause of the issue. ing on the screen. Tracing through these individual elements/functions guidance should the same Step 1: Ask questions often can help understand where in the process the malfunction Always begin by discussing the situation reoccur. You don’t occurs. symptoms of the issue with the perwant to spend valuable son reporting it. If you think about Step 5: Restart/redeploy it, how can you solve a problem if time trying to reanalyze an the system you don’t know what the problem is? Asking the right questions in Usually, it’s not going to be possiissue if you don’t have to. this first phase of the support proble to restart servers in a manufaccess is vital to enabling a successturing system without taking down ful resolution. other, still functional parts. However, it is amazing how often “turning it off and on again” will fix a system when Step 2: Replicate the issue some underlying aspect gets out of sync. Sometimes the information you’ve gathered in the first Step 6: Document the findings step may not quite paint the full picture of the situation. Replicating the issue often provides insight into what the It’s always good practice to document the issue—both user is actually reporting. It can confirm symptoms, and for the customer’s benefit and to provide insight to the reveal others not reported. support team. One of the main benefits of documentation in a support situation is to provide guidance should the Step 3: Check the log files same situation reoccur. You don’t want to spend valuable time trying to reanalyze an issue if you don’t have to. A well-built system will provide evidence of what is happening in the event something is not working properly. If Ed Miller is a project engineer at Avanceon, a CFE Media you’re lucky, error messages will provide the context for content partner. understanding the actual problem. Even if the system

A10 • February 2019

Applied Automation


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