Page History
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Focus: Runtime monitoring & diagnostics
Target Audience
Operators and maintenance staff responsible for day-to-day running of FrameworX solutions: monitoring health, responding to alarms, reviewing trends/reports, performing basic diagnostics, and executing shift handovers. (See AlarmViewer, TrendChart, Runtime System Monitor, Diagnostics Tools, Audit Trail, Security/RuntimeUsers, ReportViewer in the docs.)
Learning Objectives
Monitor system health and data flows in real time
Respond to alarms consistently and document actions
Use trends, annotations, and reports to investigate issues
Perform first-line diagnostics on comms, clients, and historian
Execute shift handover & maintain audit/compliance records
Apply runtime security best practices and least-privilege access
Your Role | Primary Focus | Essential Pages | Advanced Topics | |
|---|---|---|---|---|
System Integrator | Full platform | Platform Overview | Solution Lifecycle | Security & Operations |
Control Engineer | Field connectivity | Solution Lifecycle | P2: Process Modules | Alarms Module |
HMI Developer | User interfaces | Designer | Displays Module | Security Module |
IT Administrator | Deployment | Architecture | Runtime | Product Editions |
Project Manager | Capabilities | Platform Overview | Product Editions | Technology Foundation |
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Week 1: Foundation
Day 1 — Clients & Navigation
Topics
SmartClient / Web Client basics: login, navigation, bookmarks, user settings
Display layouts, symbols, and operator-level interactions (buttons, popups, dashboards)
Report viewing (ReportViewer) and quick exports
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Check | How |
|---|---|
Server/Runtime status | Runtime System Monitor page |
Client connectivity | Web Client Connection Checklist |
Time sync | Verify NTP source in system notes |
Day 2 — Alarm Operations
Topics
Alarm philosophy recap (states, severity, shelving/ack, notes)
AlarmViewer usage: filters, areas, duration field, history drill-down
Notifications and escalation overview (email/SMS policies)
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Run three alarm scenarios (process limit, device offline, bad quality). Capture notes, annotations, and outcome.
Day 3 — Trends & Reporting
Topics
TrendChart basics: pens, cursors, time windows, annotations, saving views
Historian concepts: tags, retention, exporting to CSV; Historian Monitor
Daily/weekly reports for production and alarm KPIs
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Create a saved trend view for a critical asset; add two annotations linked to an alarm; export a 24-hour CSV; attach to a shift report.
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Day 4 — System Health & First-Line Diagnostics
Topics
Runtime System Monitor: services, CPU/RAM, queue/backlog indicators
Device/connection monitors; quick comms checks (Ping/SNMP)
Diagnostics Tools & common issues (HTTPS/SSL, client download blocks)
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Symptom | First Checks | Likely Fix |
|---|---|---|
Tag stale/bad | Device node status; channel link | Re-establish comms; check routing/firewall |
Client slow | Display point count; network latency | Use smaller views; verify bandwidth |
Trend gap | Historian service & storage | Confirm service; free disk space |
Login fails | AD/LDAP reachability; role | Verify directory & permissions |
Day 5 — Shift Handover, Audit & Compliance
Topics
Audit Trail usage during operations (who did what/when)
RuntimeUsers, permissions, and least-privilege access
Shift handover notes and attachments; report bundles
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Shift Handover Template (what happened, alarms of concern, pending work orders)
Operator SOP binder: alarm response, comms check, report schedule
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Week 2: Advanced Operations
Day 1 — Preventive Maintenance & Asset Watch
Topics
Using trends/reports to spot drift; simple KPIs per asset
Creating “watch” views; thresholds for early warnings
Optional: link to CMMS via datasets/exports (process outline)
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Define three early-warning indicators and a weekly review report.
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Day 2 — Runtime Security & Access
Topics
Roles/permissions for operators vs. maintenance; temporary elevation process
AD/LDAP integration overview; policy for password/account hygiene
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Review current roles; remove excess privileges; test operator sign-in & access to required pages only.
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Day 3 — Performance Awareness for Operators
Topics
Display optimization habits (lazy loading, fewer live points per view)
Historian query hygiene (time windows, pen counts)
Client/network basics (when to call IT vs. fix locally)
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Split an overloaded display into two; measure load improvement; document best practice.
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Day 4 — Resilience Drills & Backups
Topics
Hot-standby / redundancy overview; operator steps during failover
Backup/restore awareness; where to find runbooks
Notification test: confirm emails/SMS reach the right on-call list
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Simulate primary outage; execute client reconnection & verification checklist; record times.
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Day 5 — Assessment & Certification
Operator Practical (90 min)
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Format: scenario practical + short quiz; validity 2 years; CE via annual drill.
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Reference Cards & Checklists (printables)
Alarm Severity → Response Time
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Top 5 alarms & status, open actions
Equipment on watch, current trends attached
Any client/network anomalies observed
Maintenance requests raised & references
Sign-off with Audit Trail entry
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Additional Resources (link from the O&M page)
AlarmViewer Control & Alarm Areas/Module pages (operations UI)
TrendChart Control & Trend Settings (trending & annotations)
Runtime System Monitor & Diagnostics Tools / Common Issues
Audit Trail; Security RuntimeUsers / AD-LDAP (accountability & access)
ReportViewer Control & Reports Module (daily/weekly reports)
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