Things to consider before upgrading the control system

What the Factors to Consider Before Upgrading the Control System 


Are you planning to proceed with the upgrade of your control system?

Contents

1)     Site Survey – (Know How)

2)     Documentation Input Step

a.     Collect Existing Database Backup

b.     Retrieve Existing DCS Control Function Narrative / P&ID/ Logic Drawings/Logic Charts

c.     Process Graphics snapshot/layout

3)     Scope Identification Step

a.     Revamp and new function development

4)     HMI Layer Works

5)     Project Execution Strategy

6)     Time Synchronization 


1.     Site Survey – (Know How)

 The first thing is to have a comprehensive site survey and to get the know-how about the existing installed base which includes the hardware, software network configuration, etc.

Know the existing system:

·       Ask whether the existing controller will remain, or be replaced.

·       Are there any ESD system in the project?

·    What are the associated 3rd party packages interface with the DCS? How points/IOs are  have been mapped/integrated with the DCS?

·       Are there satellite instrument houses, the RTUs, if yes, get more information about them.

·       Are there any paper data or electronic data of the existing system?

·       Ask the total count of IO and the number of each type (Analog I/O, Digital I/O).

 

2.     Documentation Input Step

 Collect Existing Database Backup

Check for the availability of backup files or any relevant material from the existing control system. Discuss with the system custodian generally the ICSS engineer from the maintenance team related to the type of backup file available in the beginning. For example, in the case of Yokogawa centum VP, the project engineer shall back up all relevant files having the extensions BOX.EB, TAG.EB, CL, and DX file, etc. with text format. These files need to be read in the Windows system afterward. It is necessary to ensure the integrity of the database and it should include all applications. Make sure that the integrity check and availability of all relevant application files in the database have been confirmed before the FAT stage.

 Retrieve Existing DCS Control Function Narrative / P&ID/ Logic Drawings/Logic Charts

·    Collect all logic drawings/files having the control function narratives applied within these modules. Log the File revisions. Check the integrity and make sure the latest revision has been retrieved. Take more attention/highlight any updated control function in the system but it is not reflected in documents.

·       Pay special attention to the complex loops.

·       Prepare a neat and clear master file for all these configuration files.  

Process Graphics snapshot/layout

Save all process graphics snapshots. Coordinate with the ICSS engineer and focus on the special graphics or any pop-up graphics having any customized function codes scripted within the existing graphics. Note the layout of the graphics with care.

3.     Scope Identification Step      

Revamp and new function development

Try to get answers to the following questions:

·       What function will be revamped during this migration project?

·       What new control function is to be implemented in the new system.

·       Make sure the scope is clear.

IO list master

·       Get the master IO list

·       How to handle the dummy IO for the existing system.

·       What can be deleted and what is still to keep in the new system

4.     HMI Layer Works       

Graphics style /Hierarchy

Elaborate the change in graphics to the customer or end user. It should include the graphics style, such as background color, pipe color and thickness, equipment symbol etc.

Discuss with system custodian and acquire clear understanding on the following modules:

·       Operation group

·       Control group  

·       Trend group

·       Report assignment

·       Alarm philosophy

·       Operation Keyboard assignment (if the propriety keyboard is being used; provided by the control system OEM).

 

5.     Project Execution Strategy

Project execution

Plan the project timeline and prepare the strategy for actual onsite deployment during the best available window. Normally that happens during the turnarounds so know the duration of shutdown.

·       Know the graphic conversion policy (redesign or conversion)

·       If conversion, full or partially (identify target graphic)

·       Can we get a backup of database of existing system.

·       Do we need prepare FDS, and the approval process of it.

·       DCS engineering

·       Know the scanning time of system.

·       Are there Batch process in this project? If yes, how they manage recipe modification and change.

·       Know whether they use DOC3000 for modification or maintenance.

·       Do they fell difficult to manage instrument asset, and what kind of issue resides in site. Yokogawa PRM provides this function.

·       Are they facing a risk of knowledge loss when senior DCS engineer retired. Yokogawa exapilot is useful

·       Migration

·       Ask if it is possible to make database (*.EB, *.CL) updated before they hand it to us for analysis

·       What kind of database can be provided?

·       Does they want to keep current graphic design or build it from scratch.

·       Know the functions in AM.

·       In case that existing annunciators shall be retained, try to get all alarm information related to existing annunciator.

·       System structure of existing system, electronic data or paper files.

·       Migration story provided by Honeywell for existing system, if possible.

 

6.     Time Synchronization

Time synchronization Scheme

What scheme is being used for time synchronization of all workstations and controllers on the control network? Either the Network Time Protocol (NTP) is being used or any physical workstation is being defined as the Master Time Server node through the Physical Network Properties provided in the system.

We need to discuss the scheme for time synchronization.

Generally, the control system providers provide a precise system time for their customers using the Global Positioning System(GPS) network time server having a specific IP address on the control network.

 

7.     Miscellaneous

Is any smart instrument with DE protocol used?

Any DE protocol/STIIM instrument used or not in the existing system. Online modification is not permitted without PRM

Do not miss some special functions that are only applied in the existing system.

 

 

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