02.Project Administration

2. Project Administration 2–1 Internal



Participant Guide Project Administration Contents of This Module Module Objectives............................................................................8 Reference Documentation...............................................................8 Programmable Logic Controller (PLC)...........................................9 Triconex Controllers ........................................................................9 IEC Standards ............................................................................................ 10 TriStation 1131 Projects ............................................................................ 11 Parts of an Application ........................................................................... 11 Project Administration Steps.................................................................... 12 Installing TriStation 1131.............................................................. 14 System Requirements ............................................................................... 14 Upgrading from Previous Versions of TriStation 1131 ........................... 15 Changing a TriStation 1131 4.8.0 or Later Installation ............................ 15 Installing the TriStation 1131 Software ....................................... 16 Customizing the Security Banner Text .................................................... 16 Lab 1 : Installing TriStation 1131 ................................................. 18 Introduction................................................................................................ 18 Objectives .................................................................................................. 18 Lab Procedure ........................................................................................... 18 Install the TriStation 1131 Software ....................................................... 18 Uninstall the TriStation 1131 Software ................................................... 19 Verify the TriStation 1131 Installation..................................................... 19 Creation of a New Project............................................................. 21 Project Workspace .................................................................................... 21 Lab 2: Creating a New Project...................................................... 22 Introduction................................................................................................ 22 Objectives .................................................................................................. 22 Lab Procedures ......................................................................................... 22 Create a New Tri-GP Project ................................................................. 22 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–3 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Working with Projects................................................................... 24 • Displaying............................................................................................. 24 Logging into an Existing Project .............................................................. 24 Logging In for the First Time When Enhanced Security Is Enabled ...... 25 Logging In When Standard Security Is Enabled ..................................... 25 Logging In When Enhanced Security Is Enabled ................................... 25 Troubleshooting Login Problems............................................................ 25 Displaying Version Numbers of Projects and Documents...................... 26 Differences in the Project’s Downloaded Version ................................... 26 Lab 3 : Working with Projects ...................................................... 27 Introduction................................................................................................ 27 Objectives .................................................................................................. 27 Lab Procedures ......................................................................................... 27 Log in When Standard Security is Enabled ............................................ 27 Log in When Enhanced Security is Enabled........................................... 28 Add a Project Description....................................................................... 28 Add Audit Comments ............................................................................. 28 Display Version Numbers of Projects and Documents ........................... 29 Specifying Project Options .......................................................... 32 Specifying Language Options .................................................................. 32 Specifying Annotation Options ................................................................ 32 Specifying Monitor Colors for BOOL Values ........................................... 32 Specifying Forced Points Options............................................................ 32 Specifying Emulator Options.................................................................... 32 Lab 4 : Specifying Project Options.............................................. 34 Introduction................................................................................................ 34 Objectives .................................................................................................. 34 Lab Procedures ......................................................................................... 34 Specify Language Options ..................................................................... 34 Specify Annotation Options.................................................................... 35 Specify Monitor Colors for BOOL Values ............................................... 36 2–4 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Specify Forced Points Options ............................................................... 37 2–5 Specify Emulator Options....................................................................... 38 Specifying TriStation 1131 Options............................................. 41 Specifying Directory Locations ................................................................ 41 Specifying Drawing Colors ....................................................................... 41 Specifying FBD Editor Options............................................................... 41 Specifying LD Editor Options ................................................................. 41 Specifying CEM Editor Options .............................................................. 41 Lab 5 : Specifying TriStation 1131 Options ................................ 42 Introduction................................................................................................ 42 Objectives .................................................................................................. 42 Lab Procedures ......................................................................................... 42 Specify Directory Locations.................................................................... 42 Specify Drawing Colors.......................................................................... 43 Specify FBD Editor Options ................................................................... 44 Specify LD Editor Options ...................................................................... 45 Specify CEM Editor Options................................................................... 45 Managing User Access ................................................................. 47 Security Setting ......................................................................................... 47 Changing the Security Setting.................................................................. 48 Managing Users ......................................................................................... 49 Adding and Modifying User Access........................................................ 49 Recommended Rules for Passwords ....................................................... 49 Changing the Security Level for Privileges ............................................. 49 Changing Security Level Names .............................................................. 50 Viewing User Access Logs ....................................................................... 50 Viewing the User Access Log In Windows Event Viewer........................ 51 Saving the User Access Log to a File..................................................... 51 Changing Event Logging Options........................................................... 51 Clearing the User Access Log................................................................ 51 Lab 6 : Managing User Access .................................................... 52 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Introduction................................................................................................ 52 Objectives .................................................................................................. 52 Lab Procedures ......................................................................................... 52 Change the Security Setting .................................................................. 52 Manage Users ....................................................................................... 54 Add and Modify User Access ................................................................. 55 Change the Security Level for Privileges................................................ 56 Change Security Level Names............................................................... 57 View the User Access Log In Windows Event Viewer ............................ 57 Save the User Access Log to a File ....................................................... 59 Change Event Logging Options ............................................................. 59 Clear the User Access Log .................................................................... 60 2–6 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–7 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Module Objectives After completing this module, you can: • Describe and setup TriStation 1131 Project Administration features. • Install the TriStation 1131 software. • Uninstall the TriStation 1131 software. • Verify that the software is correctly installed. • Create a new TriStation 1131 project. • Open and log on to an existing project. • Specify project options. • Describe TriStation 1131 options. • Provide user access to controller and TriStation 1131 operations. Reference Documentation For more information, refer to the following materials: • Triconex Emulator User’s Guide • TriStation 1131 Developer’s Guide • Safety Considerations Guide 2–8 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Programmable Logic Controller (PLC) A programmable logic controller is a device that stores instructions and then implements operations, such as sequencing, counting, and timing, to automate machines and other processes. It is designed to replace physical mechanisms by simulating the functions they perform. For example, if you wanted to turn a switch on for 15 seconds, and then turn it off, you can attach an external timer to the switch. But on complicated equipment that has multiple switches, attaching an external timer to each switch would be impractical. Instead, you can write a program for a PLC instructing it to scan the status of the switches, and depending on their states, turn them on or off using a timer function block. The most common applications for PLCs are: • Relays • Counters • Timers A PLC is a microprocessor, made up of a CPU, memory, input circuits, and output circuits. It scans or evaluates the inputs, stores the information in its memory, executes the instructions in the program, and then updates the output. It continually repeats this scan cycle. Programmable logic controllers are flexible, cost-effective devices for controlling complex operations and systems. Triconex Controllers TriconexTM Controllers are based on Triple Modular Redundant (TMR) architecture, using three isolated, parallel control systems integrated into one set of hardware. This provides a high level of system fault tolerance. Fault tolerance is the ability to detect transient and steady-state error conditions, and to take appropriate corrective action online. The system consists of three identical channels (except for the Power Modules that are dual redundant). An application is downloaded and sent over separate communication paths to three main processors in the controller. The logic is scanned and executed by each of the three channels in parallel with the other two. The channels then perform a two out of three (2003) votes of the output data before sending the controlling operation instructions. Because each path is separate, no single-point failure in one channel can affect another. If a hardware failure occurs in one channel, the other channels override the faulty one. Repairs can be made to the faulty channel while the PLC continues to process programs without interruption. The system reconfigures itself to full TMR operation. The TMR increases safety, reliability, and critical control. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–9 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide IEC Standards IEC-61131-3 is a set of standards for process control software. A programmer can develop an algorithm, named a Project, using any combination of the following programming languages: • Function Block Diagram (FBD) • Ladder Design (LD) • Structured Text (ST) The standard specifies the syntax, semantics, and display of programming languages. By using standard languages, users can read, review, develop, or maintain the programs for equipment from all vendors that are standard-compliant. A project is made up of re-usable entities named Program Organization Units (POUs), that include: • Programs • Functions • Function blocks POUs are elements organized in a sequence that is then executed by the controller. When a controller using IEC 61131-3 compliant languages receives a program that includes these elements, it executes the program instructions in order, sending the control operations to the machine. Each POU has two parts: • Declaration – The name and data type • Instruction – Predefined programming code POUs can be used repeatedly in a program and stored in a custom or user-defined library. These collections of elements can be imported and exported as libraries for use in other projects. Each language is a standard language, allowing a user familiar with standard languages to read, review, develop, or maintain the programs for equipment from all vendors that implement the standard. The IEC Standard includes a library of POUs that function as predefined programming code. As a developer, using IEC Standard ensures uniform programming. 2–10 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration The benefits of using the IEC 61131-3 standards include: • Re-usable software. • Reducing the need for developing new software. • Re-using proven, tested function blocks and functions. • Reducing programming costs. • Speeding up development. • Error detection early in development cycle. • Enabling logic to be tested and corrected before the runtime. TriStation 1131 Projects The first step in developing an application for process control to create a new project. A project is a database that contains all of the elements for the application. Each project file has the extension PT2. Parts of an Application An application is made up of elements (programs, functions, and function blocks) that are connected or sequenced in a specific order. These elements form the logic that runs the PLC operation. An application also includes the libraries used to create the logic, and controller functions and function block. The main elements for an application to include are as follows: • Programs • Function blocks • Functions • Variables • Tagnames • Data types • Libraries • Configuration 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–11 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Figure 1 shows a typical project cycle and the main steps for setting up a TriStation™ 1131 Developer’s Workbench software. Figure 1 – TriStation 1131 project Cycle Project Administration Steps Table 1 includes steps that can or should be done during project administration. Table 1 – Project Administration Steps Column 1 Column 2 Install the TriStation1131 software “Installing TriStation 1131 Create or open an existing project • Creation of a New Project • Working with Projects Specify the language to be used as a Specifying Language Options default Specify whether annotations are Specifying Annotation Options automatically included Specify monitor colors for displaying Specifying Monitor Colors for BOOL Values variables in the Emulator and controller Specify options to be used when you use Specifying TriStation 1131 Options TriStation 1131 Specify FBD, LD, and CEM Editor options, • Managing User Access as needed (Optional) 2–12 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Column 1 Column 2 TriStation 1131 Developer’s Guide Add custom Help files for user-defined libraries, as needed (Optional) Managing Users Create TriStation 1131 users and configure TriStation 1131 Developer’s Guide user access levels TriStation 1131 Developer’s Guide Add libraries from other projects (Optional) View standard reports; add custom reports 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–13 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Installing TriStation 1131 This section explains how to install and uninstall the TriStation 1131 software, and how to verify that the software is correctly installed. The installation also installs the TS1131 Install Check software. The topics included are: • System Requirements • Upgrading from Previous Versions of TriStation 1131 • Changing a TriStation 1131 4.8.0 or Later Installation • Installing the TriStation 1131 Software • Customizing the Security Banner Text System Requirements The following are the minimum system requirements for TriStation 1131: • WORKSTATION running the .NET Framework 3.5 and one of the following Windows® operating systems: • Windows® XP Professional • Windows 7 Professional/Enterprise (32-bit and 64-bit) • Windows Server® 2003 • Windows Server 2008 R2 (32-bit and 64-bit) Note: If the .NET Framework is not already installed, setup will install it for you before installing TriStation 1131. Refer to Installing the TriStation 1131 Software. • 1-GHz processor with 512 MB RAM. • 500-MB free hard drive space. • CD-ROM drive. • Network adapter card. • SVGA monitor running at 1024 x 768 resolution with 32-bit color. 2–14 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Upgrading from Previous Versions of TriStation 1131 If you are upgrading from a previous version of TriStation 1131, please note the following: • Projects created in previous versions of TriStation 1131 should be backed up using the version of TriStation 1131 they were created in, before opening the project in a later version. Projects backed up using a later version of TriStation 1131 cannot be opened by older versions. For example, a project backed up using version 4.8.0 cannot be opened in TriStation 1131 4.4 • If you have previously installed 2.x, 3.x, or 4.x of the TriStation 1131 software, you do not need to uninstall it before installing 4.8.0. However, only one version of TriStation 1131 can be open at any one time; for example, you cannot have 3.x open at the same time as 4.8.0 • If you have previously installed 4.x of the TriStation 1131 software, you do not need to uninstall it before you install version 4.8.0. You may want to keep both versions of the TriStation 1131 software installed on your workstation until you have finished converting all your projects to 4.8.0. However, uninstalling 4.0 after you have installed 4.8.0 will cause 4.8.0 to no longer work. To correct this, simply uninstall both 4.0 and 4.8.0 and then reinstall 4.8.0 • Additionally, if you installed other Triconex applications (such as SOE Recorder) after you installed TriStation 1131 4.0, uninstalling 4.0 may cause other installed Triconex applications to no longer work. To correct this, simply uninstall and then reinstall the other Triconex applications after you uninstall TriStation 1131 4.0 • Sample TriStation 1131 projects are now found in the following locations on the WORKSTATION where you install TriStation 1131 4.8.0: − Windows XP and Windows Server 2003: C:\\Documents and Settings\\All Users\\Application Data\\Triconex\\TriStation 1131 4.8.0\\Projects − Windows 7 and Windows Server 2008 R2: C:\\Program Data\\Triconex\\TriStation 1131 4.8.0\\Projects Changing a TriStation 1131 4.8.0 or Later Installation Starting with TriStation 1131 4.8.0, there are two versions of TriStation 1131: • The Triconex™ General Purpose (Tri-GP™) controller only version: Supports application development for Tri-GP controllers only. You cannot create applications for use with TriconTM or TridentTM controllers • The full-featured version: Supports application development for all Triconex controllers (Tricon, Trident, and Tri-GP) If you have previously installed either version of TriStation 1131 4.8.0 or later, and you want to upgrade or downgrade your installation, you do not need to uninstall it before running the TriStation 1131 4.8.0 or later setup program. During installation, setup will automatically modify the current installation to add or remove features. If you currently have the full-featured version of TriStation 1131 4.8.0 or later 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–15 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide installed, downgrading to the Tri-GP only version means you will lose the ability to work with Tricon or Trident project files. Installing the TriStation 1131 Software This section explains how to install the TriStation 1131 software. The setup program provided by Triconex installs all the components of the TriStation 1131 software on your workstation. • The Triconex Emulator 1.1.0 is automatically installed as part of the TriStation 1131 installation. For more information about the Emulator, refer to the TriStation 1131 Developer’s Guide. • If you purchased the optional CEMPLE software, it is installed at the same time. The TriStation 1131 software must be installed on a local drive. Do not install and run TriStation 1131 on a network server. Before you start TriStation 1131 installation, make sure that you have installed the latest service packs and critical updates for your version of Windows. To look for recent updates, visit the Microsoft Windows Update website. If the .NET Framework is not already installed, setup will install it for you before installing TriStation 1131. If necessary, setup will also install Windows Installer 4.5 prior to installing the .NET Framework. Depending on your WORKSTATION’s configuration, Windows Installer and .NET Framework installation can take several minutes, and may require you to restart your WORKSTATION in order to complete the installation process. If you receive any errors during the .NET Framework installation, contact your system administrator for assistance. Note: During installation, you will be asked if you want to change the NERC Security (North American Electric Reliability Corporation) Banner message text. This is optional; the message text can also be modified at any time after installation. If you are not sure if you want to change the text, leave the default text as-is during installation. For more information, refer to Customizing the Security Banner Text Customizing the Security Banner Text Each time you start TriStation 1131, a security banner appears, Figure 2, advising you of the appropriate use of TriStation 1131. If you are an administrator managing TriStation 1131 installations in your organization, you may want to customize the security banner text to reflect your corporate policy, meet site-specific needs, or be in compliance with North American Electric Reliability Corporation (NERC) cyber security standards. 2–16 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Figure 2 – Security Banner Note: For more information about the NERC’s Cyber Security standards, a set of sound security practices that, if properly implemented, can assist in securing critical infrastructure from cyber security threats, refer to www.nerc.com. The security banner text must be customized in each TriStation 1131 installation individually. However, once you modify the security banner text once, you can simply copy and paste the text from one WORKSTATION to another. An easy way to do this would be to create a temporary text file with the security banner text in it, and place that file on the network, or on a portable flash drive. You can then copy and paste the text from the file. Also, the same security banner text can be used for other Triconex products that use the security banner functionality. For example, if your organization’s security banner text is the same for all Triconex products, you can use the same text for the Enhanced Diagnostic Monitor as you do for TriStation 1131. The security banner text can be changed during TriStation 1131 installation, or at any time after installation using the procedure provided in this section. You must be logged in to Windows as user with administrator privileges to change the security banner text. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–17 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Lab 1 : Installing TriStation 1131 Introduction In this lab, you will install and uninstall the TriStation 1131 software, and how to verify that the software is correctly installed. The installation also installs the TS1131 Install Check software. Objectives After completing this lab, you can: • Install the TriStation 1131 software • Uninstall the TriStation 1131 software • Verify the TriStation 1131 installation Lab Procedure Install the TriStation 1131 Software 1. Log on as an administrator or as a user with administrator privileges. 2. Close all open applications. 3. Insert the TriStation1131 CD in the CD-ROM drive. Note: If the installation starts automatically, go to step 8. Otherwise, go to the next step. 4. Click Start | Settings | Control Panel, and then double-click Add New Programs. 5. Click the CD or Floppy icon, and then browse the CD to locate the setup.exe file. 6. Double-click setup.exe. The InstallShield Wizard appears. 7. Follow the InstallShield Wizard instructions. Triconex recommends installing the TriStation 1131 software in the default destination folder, which is: − For Windows XP / Windows Server 2003: C:\\Program Files\\Triconex\\TriStation1131 4.8.0 − Windows 7 / Windows Server 2008 R2 (32-bit): C:\\Program Files\\Triconex\\TriStation 1131 4.8.0 \\Programs − Windows 7 / Windows Server 2008 R2 (64-bit): C:\\Program Files(x86)\\Triconex\\TriStation 1131 4.8.0\\Programs 8. To restart your WORKSTATION after the installation has finished, click Yes. 2–18 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration You are not required to restart your WORKSTATION before running the TriStation 1131 software, unless the.NET Framework was installed as part of the TriStation 1131 installation. 9. To complete the installation, click Finish. Uninstall the TriStation 1131 Software 10. Log on as an administrator or as a user with administrator privileges. 11. Click Start | Settings | Control Panel. 12. Double-click Add/Remove Programs, and then click TriStation 1131 4.8.0. 13. Click Change/Remove. 14. Follow the on-screen instructions to confirm the deletion of the selected application and all its components. Note: If you saved projects in the default directory (refer to Install the TriStation 1131 Software) the uninstall program does not remove them. 15. Click Yes or Yes to All if the Remove Shared File dialog box prompts you of the removing unused DLLs. 16. Click Finish to complete the uninstallation process. Verify the TriStation 1131 Installation This procedure explains how to verify the TriStation 1131 software is correctly installed and that associated files are not corrupted. After installing the software and before downloading an application to the controller, you should run the TriStation 1131 Install Check program. The Install Check software is copied to your hard drive when you install the TriStation 1131 software. Note: Running TS1131 Install Check is required for safety applications. For more information, refer to the Safety Considerations Guide. 17. Click Start | Programs | Triconex, and then Install Check 4.8.0. 18. Click Run. The Triconex Install Check verifies that all TriStation 1131 files are correctly installed. When verification is complete, the name, version, and status of each file are displayed in the list. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–19 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide 19. Verify that the program is validated by viewing each item in the list. The status of each file should be OK. If there are files that have Missing or Corrupted in the Status column, you should re-install TriStation 1131. 20. Click Display Details to view the full path for the verified files and expanded error messages for any identified problems. 2–20 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Creation of a New Project This section explains how to create a new TriStation 1131 project. When a new project is created, Standard Security is enabled, and a username and password are automatically created with the highest level of privileges (Level 01), refer to Managing User Access. You are automatically logged on as this default user when the project is created. Note: Each project is created for a single controller type (Tricon, Trident, or Tri-GP); you cannot create a single project for use with two or more controller types. The topics included is Project Workspace. Project Workspace The Project Workspace folder includes two reports folders: • The standard reports included with TriStation 1131 in the Default Reports folder. • The custom reports you create using the Crystal Reports software appear in the User Reports folder. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–21 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Lab 2: Creating a New Project Introduction In this lab, you will create a new TriStation 1131 project. Objectives After completing this lab, you will be able to create a new Tri-GP project. Lab Procedures Create a New Tri-GP Project Use the following steps to create a new project for a Tri-GP controller: 1. Open TriStation 1131. 2. On the File menu, click New Project. 3. For the Platform (controller), select Tri-GP. 4. Click OK to continue. 5. In the Filename for New Project dialog box, navigate to the folder you want to save the project in, enter a file name, and click Save. Note: TriStation 1131 projects must always be run from a local drive. Projects may be saved to a network drive for backup purposes, but you must copy the project to your local drive before you open it in TriStation 1131. 6. In the Select Main Processor dialog box, click the Main Processor model installed in the Tri- GP where the project will be downloaded. − For Tricon versions 9.5.x, 9.51.x, or 9.52.x, select 3006/N, 3007. − For Tricon versions 9.6 and later, select 3008. 2–22 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration 7. Click the system version of the Tri-GP that this project will be downloaded to. Use the on-screen descriptions to help you determine the correct version to select, based on your Tricon configuration. Note: If you are not sure which Main Processor model and Tri-GP system version to select, refer to Determining Your Trident or Tri-GP Controller’s System Version in the TriStation 1131 Developer’s Guide, 4.8.0. You should select the correct target system version, as changing the target system version at a later time will require a Download All. 8. Click OK. Files that are used in TriStation 1131 are copied to the project. After the file creation process finishes, you are automatically logged on to the project using the default username MANAGER and default password PASSWORD. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–23 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Working with Projects This section explains how to open and log on to an existing project, add audit comments and a description, and view project version information. The topics included are: • Logging into an Existing Project. • Displaying Version Numbers of Projects and Documents Logging into an Existing Project Only one project can be opened at a time. TriStation 1131 projects must always be run from a local drive. A project that has been saved to a network drive must be copied to your local drive before you open it. Depending on the current security setting, you may need to log in using your Windows username and password. • If Standard Security (uses a simple username/password scheme) is enabled, there is no limit on the number of times you can attempt to enter your username and password • If Enhanced Security (adds another layer of protection against unauthorized access by requiring Windows domain user authentication) is enabled, the number of times you can attempt to enter your username and password is determined by your Windows domain setting For example, if your Windows domain setting is limited to three login attempts, after three unsuccessful attempts to log in to the project, your user account will be locked out. If this occurs, ask your network administrator to reset your Windows account. Note: If an existing TriStation 1131 project was created by a user with restricted or administrator- level rights in Windows, other users may be unable to open that project. Windows security file access rules apply to all TriStation 1131 project files. You must have read/write access to a TriStation 1131 project, and the folder it is located in, to be able to open the project. If you are unable to open a TriStation 1131 project created by another user, contact your network or system administrator for assistance with changing the access rights for the selected project file or file location, or both. The topics included are: • Logging In for the First Time When Enhanced Security Is Enabled • Logging In When Standard Security Is Enabled • Troubleshooting Login Problems 2–24 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Logging In for the First Time When Enhanced Security Is Enabled If you are a new user, the first time you log on to a project when Enhanced Security is enabled, you may need to log in twice: • First, enter your Windows username and password, to authenticate against the Windows domain • If Windows authentication is successful, enter your Windows username and TriStation 1131 password (NOT your Windows password), to authenticate against the project’s user list. If both authentications are successful, all subsequent logins will require you to enter only your Windows username and password to access the project. Logging In When Standard Security Is Enabled When Standard Security is enabled, you must use your TriStation 1131 username and password to log in. Logging In When Enhanced Security Is Enabled When Enhanced Security is enabled, you must use your Windows username and password to log in. Your user information will be authenticated against Windows Active Directory, as well as the project’s user list. If you are having problems logging in using your Windows user information, Refer to Troubleshooting Login Problems. Troubleshooting Login Problems Table 2 shows the common problems you may encounter when trying to log in to a TriStation 1131 project. Table 2 – Troubleshooting Login Problems Problem Solution The following error This message appears when Enhanced Security is enabled, message appears: and you clicked OK in the Login dialog box without entering your Windows username and/or password. When you click The parameter is incorrect. OK in the error message box, the Login dialog box will appear again. Be sure not to leave the username and/or password field blank. The following error This message appears when Enhanced Security is enabled, message appears: and you do one of the following in the Login dialog box: Logon failure: • Enter an incorrect Windows username that has not been unknown username added to the project’s user list. or bad password. • Enter an incorrect password. In this case, TriStation 1131 is unable to authenticate your user information with Windows. When you click OK in the error message box, the Login dialog box will appear again. Verify that you are trying to log in with the correct Windows username and password. Usernames and passwords are case-sensitive. Verify that the 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–25 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Problem Solution Caps Lock key is not on when you enter your user information. The following error This message appears when Enhanced Security is enabled, message appears: and you enter a Windows username that has not been added to the project’s user list for the project you are trying to open. You are not authorized to open When you click OK in the error message box, the Login dialog this project because box will appear again. Verify that you are trying to log in with your username was the correct Windows username and password. not found in the project’s user list. Usernames and passwords are case-sensitive. Verify that the Caps Lock key is not on when you enter your user information. The following error This message appears when Enhanced Security is enabled message appears: and you are trying to log in using a Windows Guest account. Logon failure: the Windows Guest accounts are used to provide access to a user has not been computer when you do not have a Windows user account on granted the that computer. In order for you to be able to log in to a requested logon type TriStation 1131 project with a Guest account, ask your network at this computer. or system administrator to do the following: • Remove the Guest user from the Windows Local Security Policy (Deny access to this computer from the network) list • Enable the Accounts: Guest account status option in the Windows Local Security Policy security options list Displaying Version Numbers of Projects and Documents Version numbers are used with the project under development (current version), the downloaded application (downloaded version), and project elements. Version numbers include a major (first), minor (second), and Emulator Count (third) number, each separated by a period. For example, in version 3.7.12, the major version is 3, the minor version is 7, and the Emulator Count version is 12. Differences in the Project’s Downloaded Version The project’s downloaded version is different for the Emulator and the controller. • The controller downloaded project version is the last version of the project file (.pt2) downloaded to the controller. The version is provided in the format major.minor (for example, in version 3.7, the major version is 3 and the minor version is 7). • The Emulator downloaded project version is the last version of the project file (.pt2) downloaded to the Emulator. The version is provided in the format major.minor.EmulatorCount (for example, in version 3.7.12, the major version is 3, the minor version is 7, and the Emulator Count is 12). − The major.minor version is the same as the last controller downloaded project version. − The EmulatorCount value is incremented sequentially after either a Download All or a Download Changes to the Emulator. Note: The complete list of downloaded version changes can be viewed in the Project History dialog box. 2–26 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Lab 3 : Working with Projects Introduction In this lab, you will open and log on to an existing project, add audit comments and a description, and view project version information. Objectives After completing this lab, you will be able to: • Log in when standard security is enabled. • Log in when enhanced security is enabled. • Add a project description. • Add audit comments. • Display version numbers of projects and documents. Lab Procedures Log in When Standard Security is Enabled When Standard Security is enabled, you must use your TriStation 1131 username and password to log in. 1. Open TriStation 1131. 2. On the File menu, click Open Project. 3. Select the folder to look in, click the project to open, and then click Open. 4. Enter a username and password. The default username is MANAGER. The default password is PASSWORD. 5. Click Log On to open the project. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–27 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Log in When Enhanced Security is Enabled 6. Open TriStation 1131. 7. On the File menu, click Open Project. 8. Click the folder you want to view, click the project to open, and then click Open. The Windows login dialog box appears. 9. Enter your Windows username (including domain, if necessary) and password, and then click OK. Add a Project Description 10. On the Project menu, click Project Description. 11. Enter a description of any length for the project. 12. Click OK to save. Add Audit Comments 13. Close a program, function, or function block that was changed. The Comments for Audit Trail dialog box appears, allowing you to describe the changes before the element is saved. 2–28 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration 14. Enter a comment, and then click OK. Display Version Numbers of Projects and Documents The following steps explain how to display version numbers for Projects: 15. On the Project menu, click Project Description. The Project Description dialog box appears. 16. View the following properties in the Project Description dialog box: Current Version: The version of the project that is under development. Downloaded Version: The version of the project (application) that was last downloaded to the controller or the Emulator. Use the “View Project History Command” in the TriStation 1131 Developer’s Guide to refer to the complete list of downloaded version changes. 17. Click OK to close the dialog box. The following steps explain how to display version numbers for Documents. 18. Expand the Application Workspace, and right-click a document. 19. On the shortcut menu that appears, click Properties. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–29 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide The Document Properties dialog box appears. 20. On the Summary tab, in the Name property. The version of the document is located at the end of the name. For example, if the document name is displayed as LightEmUp - v1.26, the version number is 1.26. 21. Click OK to close the dialog box. 2–30 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

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Project Administration Participant Guide Specifying Project Options Project Options are settings that specify the language, annotation, monitor, download, and Emulator settings used when new project elements are created. When you create new elements in a project, default settings are used unless you specify different settings. For example, the Default Language property is set to Function Block Diagram, that means that a new function is automatically created in FBD language unless you specify another language. You can change the default settings when you begin a new project or at any time during project development. The settings only affect new elements. The topics included are: • Specifying Language Options • Specifying Annotation Options • Specifying Monitor Colors for BOOL Values • Specifying Forced Points Options • Specifying Emulator Options Specifying Language Options Use the Language tab to specify the language and element types used to create new programs, functions, and function blocks. Specifying Annotation Options Use the Annotations tab to display a descriptive text about a constant, tagname, or variable, including information specified in system and user-modifiable macros. Specifying Monitor Colors for BOOL Values Use the Monitoring Colors tab to specify what colors are displayed for BOOL True and False values when the application is run on the controller or Emulator. This feature allows you to change the colors to meet an industry or corporate standard. Specifying Forced Points Options Use the Forced Points tab to specify if you want to be prompted to enter an optional comment when enabling, disabling, or forcing points on the controller or Emulator. The comments appear in the Project History log. Specifying Emulator Options Emulator project options should be set prior to starting the Emulator. Options changed while the Emulator is running will not take effect until the Emulator is stopped and restarted. Emulator project options are saved on a per-project basis, and do not need to be reconfigured each time you start the Emulator. 2–32 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration For more information about the Emulator, refer to the Triconex Emulator User’s Guide, or the Emulator Help (available from the TriStation 1131 Help menu). 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–33 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Lab 4 : Specifying Project Options Introduction In this lab, you will specify the project options that include: language, annotation, monitor, download, and Emulator settings used when new project elements are created. Objectives After completing this lab, you will be able to: • Specify Language options. • Specify Annotation options. • Specify Monitor Colors for BOOL values. • Specify Forced Points options. • Specify Emulator options. Lab Procedures Specify Language Options 1. On the Project menu, click Project Options, and then click the Language tab. 2. In the Default Language area, click the type of programming language to use when creating a program, function, function block, or data type. The default is Function Block Diagram. 2–34 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration 3. In the Enabled Features, check the check box for each feature (programs, functions, function blocks, data types, and multiple programs) that can be created in the project. The default is selected for all features. 4. Click OK to save the settings. Specify Annotation Options 5. On the Project menu, click Project Options, and then click the Annotations tab. 6. Check the Annotation on by Default check box to have annotation boxes automatically added to variables used with a program, function, or function block. 7. Check the Monitor Value on by Default check box to have the value of the variable displayed when the program or function block is executed. 8. In the Alignment drop-down list, specify how to align the text in an annotation or comment. 9. In the Border drop-down, specify the type of border to include with an annotation or comment. 10. Click OK to save the settings. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–35 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Specify Monitor Colors for BOOL Values 11. On the Project menu, click Project Options, and then click the Monitor Colors tab. 12. In the General Monitor Colors area, click the color for True and False for BOOL variables and wires. The default for True is red; False is green. 13. In the CEM Monitor Colors area, click the color for True and False for cause, effect, and intersection cells in a CEM (cause and effect matrix). The default for True is red; False is white. 14. Click OK to save the settings. 2–36 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Specify Forced Points Options 15. On the Project menu, click Project Options, and then click the Forced Points tab. 16. Specify if you want to be prompted to enter a comment when performing the following actions: − Enabling a point. − Disabling a point. − Forcing a point to a specific value. 17. Check the check box if you want to be prompted; clear the check box if you do not want to be prompted. All check boxes are selected by default (you will be prompted for a comment). 18. Click OK to save the settings. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–37 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Specify Emulator Options 19. On the Project menu, click Project Options, and then click the Emulator tab. 20. In the Emulator, specify the following properties: Property Action Number of Instances Select how many instances of the Emulator you want to be able to run at any one time. If this option is set to Multiple, more than one instance of the Emulator can be running at the same time. If this option is set to Single, only one instance of the Emulator can be running at any one time. Single Emulator instances are terminated when TriStation 1131 disconnects from the Emulator, but multiple Emulator instances must be terminated manually. The default is Single. 2–38 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Property Action Emulator Timeout Select the timeout value for the connection to the Emulator. Emulator File Generation During a Download All or Download Changes operation on the Emulator, the processing time required for applications with a Communication very large number of variables (symbols) may exceed the default Modules (CMs) for Emulator timeout value of 4 seconds. Peer-to-Peer If you receive a “download aborted” message when downloading an application to the Emulator, disconnect from the Emulator, increase the Emulator timeout value, reconnect to the Emulator, and then try downloading again. Note: In most cases, you should not have to change this value. The default timeout value should be adequate for the majority of applications. The valid range is from 0 to 65,535 seconds. The default is 4 seconds. Select the files you want to be generated each time you download the application to the Emulator. • Select the BT2 check box if you want a backup project file (.BT2) generated (not recommended). • Select the SOE check box if you want an SOE definition file (.SOE) generated. If you want to be able to test your SOE configuration with the Emulator, you must select this option. If selected, the .BT2 file and/or .SOE file are generated in the same directory where the TriStation 1131 project is located. The default setting is for the files that are not to be generated. Note: These files will look just like the .BT2 and .SOE files generated by TriStation 1131 when you download an application to the controller. You will not be able to distinguish between files generated by a download to the Emulator, and files generated by a download to the controller. You may want to make a note of the date and time each time you download the application to the Emulator, so you can compare that timestamp to the date/time of the generated files. Optional. Required only if you want to test Peer-to-Peer communication using the Emulator. Select the communication module you want to get Peer-to-Peer configuration information from and then select the network that the communication module you selected is connected to. The default is NET 1. Note: If no CM modules are listed, that means that you have not configured any communication modules for Peer-to-Peer communication in your project. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–39 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Property Action Communication The Peer-to-Peer configuration from the selected communication Modules (CMs) for module will be used by the Emulator so that you can test your Modbus Peer-to- Peer functionality using emulated nodes. Only one Peer-to-Peer configuration can be used by the Emulator. If redundant communication modules are installed in a single logical slot, you must select the physical communication module (LEFT or RIGHT) with the configuration you want to use. The default is LEFT. For more information about using Peer-to-Peer communication with the Emulator, refer to the Triconex Emulator User’s Guide. Optional. Required only if you want to test Modbus communication using the Emulator. Select the communication module you want to get Modbus configuration information from, and then select the network that the CM you selected is connected to. The default is NET 1. Note: If no CM modules are listed, you have not configured any communication modules for Modbus communication in your project. The Modbus configuration from the selected communication module will be used by the Emulator so that you can test your Modbus functionality using emulated nodes. Only one Modbus configuration can be used by the Emulator. If redundant communication modules are installed in a single logical slot, you must select the physical communication module (LEFT or RIGHT) with the configuration you want to use. The default is LEFT. For more information about using Modbus communication with the Emulator, refer to the Triconex Emulator User’s Guide. 21. Click OK to apply your changes and save the settings. 2–40 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Specifying TriStation 1131 Options TriStation 1131 options include properties that affect the TriStation 1131 interface. All the properties included in the Options window have default settings that specify how features are initially configured. For example, the Wire Tool property can be specified for right- handed or left- handed use. You can change these settings at any time during project development. The settings you configure are saved for your user ID only. The topics included are: • Specifying Directory Locations. • Specifying Drawing Colors. Specifying Directory Locations Use the Directories tab to specify the locations for project, library, and report files. Specifying Drawing Colors Use the Drawing Colors tab to specify the colors used for items in the programming editors. The default drawing colors are based on the Windows color scheme selected in Control Panel. Specifying FBD Editor Options Use the FBD Editor tab to specify Function Block Diagram (FBD) Editor settings that are used throughout the project unless changed on a specific FBD function. You can also change the Double Space and EN/ENO properties for a specific function. Specifying LD Editor Options Use the LD Editor to specify Ladder Diagram (LD) editor settings that are used throughout the project unless changed on a specific LD function. You can also change the Double Space property for a specific function. Specifying CEM Editor Options Use the CEM Editor to set the options used as initial settings for all the CEM (Cause and Effect Matrix) programs in a project. After a program is created, you can modify these settings on a program-by-program basis. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–41 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Lab 5 : Specifying TriStation 1131 Options Introduction In this lab, you will specify the TriStation 1131 options including properties that affect the TriStation 1131 interface. Objectives After completing this lab, you will be able to: • Specify directory locations. • Specify drawing colors. • Specify FBD Editor options. • Specify LD Editor options. • Specify CEM Editor options. Lab Procedures Specify Directory Locations 1. On the Tools menu, click TriStation 1131 Options, and then click the Directories tab. 2. Enter the Project Files, Data Files, and Temporary Files paths as follows: • Project Files: The default path is: − Windows XP/2003: C:\\Documents and Settings\\All Users\\Application Data\\Triconex\\TriStation 1131 4.8.0\\Projects. 2–42 − Windows Server 2008 and Windows 7: C:\\Program Data\\Triconex\\TriStation1131 4.8.0\\Projects 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration • Data Files: The default path is: − Windows XP/2003: C:\\Documents and Settings\\All Users\\Application Data\\Triconex\\TriStation 1131 4.8.0\\Data − Windows Server 2008 and Windows 7: C:\\Program Data\\Triconex\\TriStation 1131 4.8.0\\Data • Temporary Files: The default path is: − Windows XP/2003: C:\\Documents and Settings\\All Users\\Application Data\\Triconex\\TriStation 1131 4.8.0\\Temp − Windows Server 2008 and Windows 7: C:\\Program Data\\Triconex\\TriStation 1131 4.8.0\\Temp 3. Click the Use Defaults button to return the settings to the default paths. Note: TriStation 1131 projects must always be run from a local drive. You should not enter directory paths that point to a location on your network. 4. Click OK to save the settings. Specify Drawing Colors 5. On the Tools menu, click TriStation 1131 Options, and then click the Drawing Colors tab. 6. In the Drawing Item drop-down list, click an item to be shown in a color. 7. Click Change Colors to display a color palette from which to choose a color for the selected drawing item. 8. Click Default Colors to change the colors of all items to the default colors. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–43 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide 9. Click OK to save the settings. Specify FBD Editor Options 10. On the Tools menu, click TriStation 1131 Options, and then click the FBD Editor tab. 11. Check the Double Space Function (Block) Terminals by Default check box to automatically have the spacing doubled between terminals (inputs and outputs) on the function block, which creates additional space for annotation. 12. Check the Enable EN/ENO Terminals on Functions by Default check box to automatically enable EN/ENO terminals on functions. The default is cleared. 13. Check the Left-Handed Wire Tool check box to enable the wire tool for left-handed use. 14. Click OK to save the settings. 2–44 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Specify LD Editor Options 15. On the Tools menu, click TriStation 1131 Options, and then click the LD Editor tab. 16. Check the Double Space Function (Block) Terminals by Default check box to automatically have the spacing doubled between terminals (input and output parameters) on the function block, which adds space for annotation. 17. Check the Compiler Warning When Right Power Rail is Missing check box to display a compiler warning if the right (power) rail is missing from a Ladder Diagram function. 18. Check the Left-Handed Link Tool check box to enable the link tool for left-handed use. 19. Click OK to save the settings. Specify CEM Editor Options 20. On the Project menu, click TriStation 1131 Options, and then click the CEM Editor tab. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–45 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide 21. Check the Cause Header Functions On by Default check box to automatically add input and function columns. 22. Check the Effect Header Functions On by Default check box to automatically add output and function columns. 23. Check the Intersection Functions On by Default check box to automatically add function columns. 24. In the Default Number of Cause Rows field, enter the number of rows to include in a new matrix. 25. In the Default Number of Effect Columns field, enter the number of columns to include in a new matrix. 26. Click OK to save the settings. 2–46 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Managing User Access This section explains how to provide user access to controller and TriStation 1131 operations. Multiple levels of access control help prevent unauthorized access to TriStation 1131. Security Setting The security setting defines the type of authentication used to identify users upon log in. Choose the security setting that is right for your implementation: • Standard Security uses a simple username/password scheme. This is the default setting. • Enhanced Security adds another layer of protection against unauthorized access by requiring Windows domain user authentication. User security levels define what operations a user can perform while using TriStation 1131. Access is based on the security level assigned to the user, from the highest level (01) to the lowest level (10). Each level of security includes default settings for the operation privileges allowed for that level. For example, the Manager level (03) includes privileges for operations associated with managing a TriStation 1131 project. Only users assigned to levels 01, 02, or 03 can access the security controls for controller and TriStation 1131 operations. Each new TriStation 1131 project is created with a default username (MANAGER) and password (PASSWORD). Once you have created a project, you must immediately add at least one more level 01 user. This ensures that if you forget the password for the default level 01 user, you will still be able to log in as the secondary level 01 user, and have the ability to add or modify users, or change the security setting. To ensure unauthorized users do not access the project, you should create a user account for each person who will be working with the project before application development begins, and not allow multiple users to access the project using the default level 01 user information. Note: If a TriStation 1131 project was created by a user with restricted or administrator- level rights in Windows, other users may be unable to access that project. Windows security file access rules apply to all TriStation 1131 project files. Your network or system administrator can assist with changing the access rights for the selected project file and/or file location. Access to a project can be further restricted by settings on documents and operating parameters. If you are trying to edit a user document created by another user, and you unable to do so even when you have the correct user level and access privileges, check the document’s access property. If it is locked, you must ask the user who created the document to change the access property. Note: If you have a Tri-GP CM installed in your system, access to the controller through TriStation 1131 can also be managed through the optional access control list. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–47 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide The topics included are: • • Viewing User Access Logs • Changing the Security Setting • Managing Users • Recommended Rules for Passwords • Changing the Security Level for Privileges • Changing Security Level Names • Viewing User Access Logs Changing the Security Setting TriStation 1131 uses one of two application-level security settings: Standard or Enhanced. You should choose the security setting you want to use before you begin creating user accounts. You must be a level 01 user to change the security setting. The security setting defines the type of authentication used to identify users upon log in to a project: • Standard Security: When selected, a username and password are required to open the TriStation 1131 project. No other user authentication is required. This is the default setting. If you used a version of TriStation 1131 earlier than 4.7.0, this security setting is the same as the username/password log in used in previous versions. • Enhanced Security: When selected, Windows and TriStation 1131 user authentications are required to log in. The username for each TriStation 1131 user must be the same as the user’s Windows username Note: If you change the security setting from Standard to Enhanced, make sure that at least one level 01 user has a valid Windows username before closing the project. Failure to do so will prevent you from opening the project again and/or changing the security setting back to Standard. Each TriStation 1131 project has its own security setting. Each time you change the security setting for a project, the change is captured in the project history. If you need to send a project file that uses Enhanced Security to Schneider Electric Technical Support for troubleshooting purposes, you must perform the following: • Make a copy of the project file. • In the copy file, change the security setting to Standard. • Send the copy file (with Standard Security enabled) to Technical Support. Leaving your project file set to use Enhanced Security may prevent technical support personnel from being able to open the project file. 2–48 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved

Participant Guide Project Administration Managing Users The Managing Users procedure includes creating, modifying, and deleting TriStation 1131 users. Only users assigned to security levels 01, 02, or 03 can access the Security window and view user access settings. Adding and Modifying User Access You can add or modify access properties for a TriStation 1131 user. If you change an existing user’s logon name, you will also need to enter a new password for the user, or re- enter the user’s existing password. Recommended Rules for Passwords Schneider Electric recommends configuring your Windows domain authentication settings to support the following minimum requirements for passwords, as set forth in the NERC Cyber Security standards. Passwords should: • Be a minimum of six (6) characters • Consist of a combination of alpha, numeric, and special characters. Special characters include the following: ! \" # $ % & ' ( ) * + , - . / : ; < = > ? @ [ \\ ] ^ _ ` { | } ~ • Include at least one number. • Include at least one letter. • Include at least one lowercase letter and one uppercase letter. • Include at least one special character. • Be changed at least annually, or more frequently based on risk. These rules will not be validated by TriStation 1131 when you enter or change the user’s password, so it is up to you to ensure user passwords meet these requirements. Schneider Electric recommends you check the latest NERC Cyber Security standards (available at www.nerc.com) for all the latest applicable password requirements. If Enhanced Security is enabled, Windows passwords will be used. As a result, these password rules should be enforced at the Windows domain/Active Directory level. Ask your network administrator for more information about how to enforce requirements for Windows passwords. Note: When Enhanced Security is enabled, all TriStation 1131 passwords are protected from unauthorized read or copy access because they are stored and protected by Windows security mechanisms. This meets the NERC Cyber Security standards regarding password security. However, when Standard Security setting is enabled, this level of password protection is not provided. 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 2–49 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved Internal

Project Administration Participant Guide Changing the Security Level for Privileges This section explains how to change the security level required for privileges to controller and TriStation 1131 operations. By default, each operation is assigned a security level, from the highest level (01), to the lowest level (10). Each security level includes a set of privileges for that level, that also includes the privileges for lower levels. For example, if the operation is set to level 04, users with level 01, 02, and 03 privileges also have access to the operation. Only users with level 01, 02, or 03 access can change security level privileges. Note: If a CM is installed in the Tri-GP, access to the controller through the TriStation protocol can also be managed through the optional access control list. For example, even if a user has the correct security level privileges to perform a Download All command, if they do not have Read/ Write TriStation access through the CM, they will be unable to perform the Download All command. Using the Print All command, you can print a Project Security Levels report, that lists the security levels currently assigned to each operation. Changing Security Level Names You can change the names associated with security levels. If you change a name on this tab, it is reflected on the other security tabs. Changing the name does not affect the security level assignments. Table 3 explains the Level Names tab in the Security window: Table 3 – Level Names tabs Level Name Level Name 01 Corporate Manager 06 Maintenance Manager 02 Site Manager 07 Maintenance Engineer 03 Project Manager 08 Operations Manager 04 Project Engineer 09 Operator 05 Project Programmer 10 Level 10 Viewing User Access Logs When Enhanced Security is enabled, TriStation 1131 keeps a log of all user log in attempts, whether they are successful or not. These access logs are required for compliance with NERC Cyber Security standards. Note: For more information about the Enhanced Security option, refer to Changing the Security Setting. TriStation 1131 uses the Windows System Events Log to store the following information about user login and log out attempts: 2–50 8602 Triconex General Purpose (Tri-GP) Configuration and Implementation A.0 Schneider Electric Proprietary and Confidential Information © 2021 Schneider Electric Systems USA, Inc. All Rights Reserved