Quick Start
Quick Start
Quick Start
Contents
Contents
INTRODUCTION................................................................... 4
Conventions used in this documentation............................................................................ 5
About this software.............................................................................................................. 7
About the InduSoft Web Studio software components......................................................13
Install the full InduSoft Web Studio software.................................................................... 23
Install .NET Framework 3.5 in Windows Server 2012 R2..........................................31
Install EmbeddedView or CEView on a target device.......................................................35
About execution modes..................................................................................................... 40
Page 2
Contents
Page 3
Introduction
Introduction
InduSoft Web Studio (or IWS, for short) is a powerful, integrated tool that
exploits key features of Microsoft operating systems and enables you to
build full-featured SCADA (Supervisory Control and Data Acquisition) or
HMI (Human-Machine Interface) programs for your industrial automation
business.
This InduSoft Web Studio Quick Start Guide is intended for individuals using
IWS for the first time. This publication will help you quickly familiarize
yourself with the basic functions of IWS.
Page 4
Introduction
Text conventions
This documentation uses special text formatting to help you quickly identify
certain items:
• Titles, labels, new terms, and messages are indicated using italic text (for
example, Object Properties).
• File names, screen text, and text you must enter are indicated using
monospace text (for example, D:\Setup.exe ).
• Buttons, menu options, and keyboard keys are indicated using a bold
typeface (for example, File menu).
In addition, this documentation segregates some text into Tip, Note, and
Caution boxes:
• Tips provide useful information to save development time or to improve
the project performance.
• Notes provide extra information that may make it easier to understand
the nearby text, usually the text just before the note.
• Cautions provide information necessary to prevent errors that can cause
problems when running the project, and may result in damage.
Page 5
Introduction
• Select also means you should use your pointing device to highlight
or specify an item on the computer screen. Selecting an item with a
touchscreen is usually the same as selecting with a mouse, except that
you use your finger to touch (select) a screen object or section. To select
items with your keyboard, you typically use the Tab key to move around
options, the Enter key to open menus, and the Alt key with a letter key to
select an object that has an underlined letter.
• Drag means to press down the appropriate mouse button and move the
mouse before releasing the button. Usually an outline of the item will
move with the mouse cursor.
Windows conventions
This documentation uses the following Windows conventions:
• Dialogs are windows that allow you to configure settings and enter
information.
• Text boxes are areas in dialogs where you can type text.
• Radio buttons are white circles in which a black dot appears or
disappears when you click on the button. Typically, the dot indicates the
option is selected or enabled. No dot indicates the option is cleared or
disabled.
• Check boxes are white squares in which a check ( ) appears or
disappears when you click on it with the cursor. Typically, a check
indicates the option is selected or enabled. No check indicates the
option is cleared or disabled.
• Buttons are icons in boxes appear "pressed" when you click on them.
• Lists are panes (white boxes) in windows or dialogs containing two or
more selectable options.
• Combo boxes have arrows that, when clicked, show part or all of an
otherwise concealed list.
• Dockable windows are windows that you can drag to an edge of the
interface and merge with that edge.
Page 6
Introduction
Product features
ActiveX and .NET
Use third-party controls to enhance your project. IWS is a
container for ActiveX and .NET controls. Add functionality
such as browsers, media players, charting, and other tools that
support the ActiveX and .NET interface standards.
Alarms
In addition to all the alarm functions you'd expect, IWS v8.0
also sends alarms using multi-media formats like PDF. Use
remote notification to have alarms sent right to your inbox, a
printer, or a smartphone! Alarms are real-time and historical,
log data in binary format or to any database.
Animation
IWS gives you great command over graphics. Paste images, and
even rotate them dynamically. Fill bar graphs with color, or
adjust the scale of objects with easy-to-use configuration. Other
Page 7
Introduction
Page 8
Introduction
FTP
Automatically upload or download files during runtime to/
from remote storage locations using FTP protocol and flexible
scripting functions. Configure FTP via scripting or the included
configuration interface.
Graphics and Design Tools
Create powerful screens to meet any application need using
the improved tools in our graphic interface. Combine built-
in objects to create any functionality required. Store graphics
in the library for future use, or easily make project across a
product line share a consistent "look and feel".
Historical Performance
We have optimized the trend history module, and designed
it to load millions of values from SQL Relational Databases
with high performance, with built-in data decimation in the
Trend Control. Easy to use tools provide quick access to
Statistical Process Control (SPC) values without any need for
programming.
Intellectual Property Protection
Screens, documents, scripts and even math worksheets can be
individually password protected. This prevents unauthorized
viewing or editing of your corporate custom functionality.
Protect the entire project with just a few mouse clicks.
Multi-Language
Develop your project in one of many development languages,
including English, Portuguese, German, and French.
OPC
As an alternative to the built-in drivers for direct
communication with PLCs, you can also use any of several
different versions of OPC to manage your devices. InduSoft Web
Studio includes support for "classic" OPC DA (server or client),
OPC HDA (server), OPC UA (client), OPC .NET (client), and OPC
XML-DA (client).
PDF Export
Page 9
Introduction
Page 10
Introduction
Page 11
Introduction
Troubleshooting
Quickly debug and verify a project using local and remote
tools for troubleshooting, including status fields, DatabaseSpy
and LogWin. Capture screen open and close times, see
communications in real-time, and messages related to OPC,
recipes/reports, security, database errors and even custom
messages. Quickly get your project finished using these
powerful tools.
Page 12
Introduction
EmbeddedView (incl. Remote • Project runtime (limited tags Windows Embedded Standard
Agent) and drivers)
• Agent to allow remote
management
• Project thin client
CEView (incl. Remote Agent) • Project runtime (limited tags Windows Embedded Compact
and drivers)
• Agent to allow remote
management
• Project thin client
Page 13
Introduction
Web Tunneling Gateway (WTG) Enables a public-facing web server Internet Information Services (IIS)
to pass data between the project for Windows
runtime and thin clients, when the
project runtime is located on a
secure, internal network.
Mobile Access Runtime Enables the project runtime • Internet Information Services
to serve HTML5-enhanced (IIS) for Windows
project screens to tablets and
smartphones. • any CGI-enabled web server
(e.g., Apache)
Secure Viewer (a.k.a. InduSoft Thin Project thin client, as a standalone • Windows
Client) program.
• Windows Server
• Windows Embedded Standard
• Windows Embedded Compact
Web Thin Client Project thin client, as a browser Internet Explorer for Windows
add-on.
Page 14
Introduction
Page 15
Introduction
describes the differences between the editions, so that you can decide which
to use.
The following table shows the basic system requirements for each runtime
edition.
Page 16
Introduction
1
Windows Embedded Compact 6 was formerly known as Windows CE 6.
2
Windows Embedded Compact 5 was formerly known as Windows CE 5.
3
IoTView is a platform-agnostic runtime that can run on many different
devices and operating systems. Only Linux and VxWorks are listed as
"Supported" because those are the only operating systems for which we have
compiled and fully validated IoTView. If you want to run IoTView on another
device or operating system, contact your InduSoft Web Studio software
distributor.
For a complete list of system requirements for each runtime edition, see the
installation instructions for that edition.
The following table shows the main differences in support for project features
between the runtime editions. (The majority of features are fully supported in
all editions, so they are not listed.) If you develop a project to include features
that are not supported in your chosen edition, you might see unexpected
behavior and possibly even serious errors during run time. Some features
will be automatically blocked in the development environment when you
select your project's target platform, but you should still be aware of the
differences. For more information, see About target platforms, product types,
and target systems.
Page 17
Introduction
Server for Web Thin Client Supported Supported Supported Not supported
Page 18
Introduction
OPC XML/DA Client Supported Not supported Not supported Not supported
OPC HDA Server Supported Not supported Not supported Not supported
Libraries > Symbols Supported Supported with Supported with Supported with
11 11 11
limitations limitations limitations
Libraries > .NET Controls Supported Not supported Not supported Not supported
Libraries > ActiveX Controls Supported Supported with Supported with Not supported
12 12
limitations limitations
Page 19
Introduction
1
Encryption (TLS/SSL) is not supported in CEView.
Page 20
Introduction
2
Most of the functions are supported in all editions, but some specific
functions are not supported in EmbeddedView/CEView or IoTView. For more
information, see List of available functions.
3
Local mode only. Distributed and Domain modes are not supported in
IoTView.
4
VBScript is not supported in IoTView.
5
Online alarms only. Alarm history is not supported in IoTView.
6
Database format only. Proprietary and Historian formats are not supported
in IoTView.
7
ODBC worksheets are a legacy feature, and they are not supported in
EmbeddedView/CEView or IoTView. Use Database/ERP worksheets instead.
8
Most of the drivers are supported in all editions, but some specific
drivers are not supported in EmbeddedView/CEView or IoTView. For more
information, see the documentation for each driver, which can be accessed
through the development environment: on the Help tab of the ribbon, in the
Documentation group, click Communication Drivers.
9
Single-thread only; multi-thread is not supported.
10
Pushbutton, ListBox, and Smart Message objects are not supported. Minor
limitations in other objects.
11
A specific linked symbol is supported as long as all of its component
objects and animations are also supported.
12
A specific ActiveX object is supported as long as it is compiled for the
target platform.
13
BMP, JPG, and PNG images are supported, as long as the operating
system image on the Windows Embedded device also supports them. For
more information, see "Why are my linked pictures no longer displayed on
Windows Embedded devices?" in the FAQ.
14
Use the Convert Resolution command to scale your project screens for other
display sizes. For more information, see Convert your project's display
resolution.
15
Rectangle objects only.
16
Default style only. Other styles (e.g., Arc, Chord, Ring) are not supported.
For more information, see Ellipse object.
17
The system tag Hint will be updated, but the actual tooltip will not be
displayed on screen in CEView. For more information, see Object Properties
dialog box.
Page 21
Introduction
18
On Down, While Down, and On Up events only. For more information, see
Command animation.
19
Closed Polygon objects only.
20
Zooming in screens, panning in screens, and rotating objects are not
supported in CEView. For more information, see About the different types of
multi-touch gestures.
21
Hardkeys provided by Wibu-Systems are supported. Hardkeys provided
by Sentinel (SafeNet) are not supported. For more information, see About
hardkey licenses.
Page 22
Introduction
Page 23
Introduction
but it requires fewer system resources and it can be installed and managed
remotely.
Only Windows 8, Windows 8.1, Windows 10, Windows Server 2012, and
Windows Server 2012 R2 are under what Microsoft calls "mainstream
support", which means they are actively maintained and additional service
packs might be released for them in the future. Windows 7 and Windows
Server 2008 R2 are under what Microsoft calls "extended support", which
means they are no longer actively maintained. For more information, go to:
windows.microsoft.com/en-us/windows/lifecycle
The following items are optional but recommended:
• A USB port, to install the software from a USB flash drive.
This is optional because you can also download the installer over the
network to your computer.
• A USB port, to be used with hardkey licensing of the software.
This is optional because softkey licensing is also available.
• Serial COM ports and adapters, to be used for direct communication with
PLCs and other devices.
This is optional because many newer device protocols use TCP/IP or
UDP/IP communication (i.e., Ethernet) instead of serial communication.
• IIS installed and turned on, to make your projects accessible to mobile
devices. For more information, see the description of the Mobile Access
Runtime feature below.
This is optional because you may choose not to install the Mobile Access
Runtime feature now, as part of the full InduSoft Web Studio software. You
can install it later, for either IIS or CGI.
• Microsoft Visual Studio Team Explorer 2010 installed, to enable
workgroup collaboration and source control. For more information, see
the description of the Collaboration feature below.
This is optional because you may choose not to install the Collaboration
feature.
Finally, you must have Administrator privileges on the computer in order to
install software.
Page 24
Introduction
will attempt to do this for you (see Step 2 below), but depending
on your computer's security settings, the installation might fail
without notice. If you experience problems later, while trying to run
InduSoft Web Studio, use the Add/Remove Programs control panel to
confirm that .NET Framework 3.5 was installed successfully.
In Windows Server 2012 R2, .NET Framework 3.5 is not pre-
installed and it cannot be installed by the InduSoft Web Studio
software installer. You must use the Server Manager utility to
install it. For more information, see Install .NET Framework 3.5 in
Windows Server 2012 R2 on page 31.
Later versions of .NET Framework (e.g., .NET Framework 4.5) do not
include .NET Framework 3.5.
Page 25
Introduction
6. On the Choose Destination Location page, select the folder where the software
should be installed, and then click Next.
By default, the software will be installed at:
7. On the Select Features page, select the specific features and components
that you want to install, and then click Next.
Feature Description
Program Files The main program files for the
project development application,
the project runtime server, and the
project runtime client. This feature
cannot be deselected.
Demos Premade projects that demonstrate
the capabilities of the InduSoft Web
Studio software.
Hardkey Support Additional drivers to support the
use of hardkey licenses.
OPC Components Additional components required for
communication with other OPC-
compatible devices. This includes
OPC DA (a.k.a. OPC Classic), OPC
UA, OPC .NET (a.k.a. OPC Xi), and
OPC XML-DA.
PDF Printing Additional software that allows
run-time reports to be saved as
PDF files.
Security System Device Driver An additional keyboard driver that
enforces project security during
run time by controlling user input.
Symbol Library A library of premade but
configurable screen objects such
as pushbuttons, toggle switches,
gauges, dials, indicator lights, and
so on.
Windows CE Runtime Also called CEView — project
runtime software (server/
client, but not development) for
Windows Embedded Compact on
a variety of processors. Check the
Page 26
Introduction
Feature Description
documentation for your specific
device to see what processor it
uses.
Page 27
Introduction
Feature Description
This feature requires that you
have IIS turned on and configured
with ASP, ASP.NET, and ISAPI
Extensions enabled. The InduSoft
Web Studio software installer will
attempt to verify that you do, and
if you do not, it will not install this
feature.
For more information, see Turn on
IIS for thin client access.
You do not need to install this
feature at this time. You can
install it later, after you have
turned on IIS, or you can install
it on another computer that is
acting as your project runtime
server. There is a separate Mobile
Access Runtime software installer
(MobileAccessSetup.exe) that
is unpacked with the rest of the
InduSoft Web Studio software.
To use this feature, your software
license must include the Mobile
Access Runtime option. For more
information, see About license
settings. To purchase the option,
contact your software distributor.
You may still develop projects that
include Mobile Access features,
even without the option, but clients
will not be able to access them
during run time.
Page 28
Introduction
Feature Description
attempt to verify that you do, and
if you do not, it will not install this
feature.
The Team Explorer module is
included in some versions of
Microsoft Visual Studio 2010,
so if you already have Visual
Studio installed on your computer,
you might be able to select and
install the Collaboration feature.
However, if you do not have
Visual Studio installed, or if you
are not sure that your version
of Visual Studio includes the
Team Explorer module, you can
separately download and install
Team Explorer 2010 for free.
To download Team Explorer 2010,
go to: www.microsoft.com/en-us/
download/details.aspx?id=329
Page 29
Introduction
Feature Description
information, see About license
settings. To purchase the option,
contact your software distributor.
Page 30
Introduction
Page 31
Introduction
Page 32
Introduction
9. On the Features page, in the Features list, select the .NET Framework 3.5 Features
check box, and then click Next.
The next page of the wizard is displayed.
10.On the Web Server Role (IIS) page, read the instructions, and then click Next.
The next page of the wizard is displayed.
11.On the Role Services page, in the Role services list, expand Web Server >
Application Development.
12.Under Application Development, select the ASP check box.
A dialog box is displayed asking you to confirm that you want to add the
features required for ASP.
13.In the dialog box, click Add Features.
The dialog box is closed, and the Roles Services page is displayed again with
the ASP and ISAPI Extensions check boxes selected.
14.Under Application Development, select the ASP.NET 3.5 check box.
A dialog box is displayed asking you to confirm that you want to add the
features required for ASP.NET 3.5.
15.In the dialog box, click Add Features.
The dialog box is closed, and the Roles Services page is displayed again with
the .NET Extensibility 3.5, ASP.NET 3.5, and ISAPI Filters check boxes selected (in
addition to the previously selected features).
16.Under Application Development, select the ASP.NET 4.5 check box.
A dialog box is displayed asking you to confirm that you want to add the
features required for ASP.NET 4.5.
17.In the dialog box, click Add Features.
The dialog box is closed, and the Roles Services page is displayed again with
the .NET Extensibility 4.5 and ASP.NET 4.5 check boxes selected (in addition to
the previously selected features).
18.On the Roles Services page, click Next.
The next page of the wizard is displayed.
19.On the Confirmation page, review the list of selected features.
20.If the computer has an Internet connection, proceed to the next step.
Otherwise, if the computer does not have an Internet connection but you
do have a Windows Server 2012 R2 installation disc, do the following:
a) Insert the installation disc in the computer's DVD-ROM drive.
b) On the Confirmation page, click Specify an alternate source path.
The Specify Alternate Source Path dialog box is displayed.
c) In the Specify Alternate Source Path dialog box, in the Path box, type the
file path for the installation files.
Page 33
Introduction
Assuming the computer's DVD-ROM drive is the D drive, the file path
should be the following: D:\sources\sxs
d) Click OK.
The dialog box is closed, and the Confirmation page is displayed again.
21.On the Confirmation page, click Install.
The selected features, including .NET Framework 3.5, are installed and/or
turned on. When the installation is finished, the next page of the wizard is
displayed.
22.On the Results page, review the results of the installation, and then click
Close.
You should now be able to proceed with the installation of InduSoft Web
Studio.
Page 34
Introduction
Before you begin this task, you must have already installed the full InduSoft
Web Studio software on your computer, either from the installation disc or
from the downloadable installer, because the redistributable EmbeddedView
and CEView software is included in the InduSoft Web Studio program folder.
For more information, see Install the full InduSoft Web Studio software on
page 23.
To install and run EmbeddedView or CEView, you must have:
• A Windows Embedded-compatible device (hereafter called "the target
device");
• A Windows Embedded Standard or Windows Embedded Compact
operating system that is currently supported by Microsoft, which at this
time includes:
• Windows Embedded 7 Standard
• Windows Embedded 8 Standard
• Windows Embedded Compact 5 (formerly known as Windows CE 5)
• Windows Embedded Compact 6 (formerly known as Windows CE 6)
• Windows Embedded Compact 7
• Windows Embedded Compact 2013
• 128 MB of free storage (hard drive or non-volatile) for the runtime. More
storage might be required depending on your project size.
• 64 MB of free memory (RAM). More memory might be required depending
on your project size.
• An Ethernet or Wi-Fi network adapter, for TCP/IP networking.
The following items are optional but recommended:
Page 35
Introduction
Page 36
Introduction
b) Select the appropriate connection type: Serial Port or TCP/IP. If you select
Serial Port, also select the COM port and review the advanced settings.
Page 37
Introduction
If you are already connected to the target device via ActiveSync, you
do not need to select another connection at this time. However, keep
in mind how the target device will actually be used during project run
time.
c) Click OK.
d) If you selected TCP/IP for the device connection, note the IP address.
e) Make sure that you leave Remote Agent running on the target device.
4. Use the Remote Management tool to connect to the target device:
a) Run the project development application on your computer.
b) On the Home tab of the ribbon, in the Remote Management group, click
Connect.
The Remote Management dialog box is displayed.
c) Select the appropriate connection type for the target device: Host, Serial
Port, or Microsoft ActiveSync. If you select Host, also type the host name or
IP address of the target device. If you select Serial Port, also select the
COM port and verify the advanced serial communication settings.
d) Click Connect.
If you are successfully connected to the target device, the connection
status is shown in the Status box and the device's specifications are
shown in the Platform box.
If you are not connected, check both the connection settings and the
physical connections. In particular, if you have selected Host as the
Page 38
Introduction
connection type, check to make sure that port 4322 is open on any
firewalls between your computer and the target station, including on
the target station itself.
Page 39
Introduction
Evaluation Mode ✓
Demo Mode ✓ ✓
Evaluation Mode
Enables all of the product's engineering and runtime features.
The first time you install InduSoft Web Studio on a computer,
the product runs for forty (40) hours in Evaluation Mode. This
evaluation period includes any time you run a product module
(engineering or runtime). You can use this evaluation period
continuously or not; for example, 10 hours a day for 4 days, or
5 hours a day for 8 days, or 10 hours a day for 3 days plus 5
hours a day for 2 days, and so on.
After running for 40 hours in the Evaluation Mode, the
evaluation period ends and the program automatically converts
to Demo Mode until you apply a valid license (hardkey or
softkey). You cannot reactivate Evaluation Mode, even if you
reinstall the software on your computer.
Page 40
Introduction
Demo Mode
Allows you to download projects to remote stations and to
run projects for testing or demonstration purposes. You can
execute runtime tasks and use the debugging tools (LogWin and
Database Spy), but they shut down automatically after running
for two hours continuously. You can restart the Demo Mode
again and run for another two hours, and so on.
You cannot create or modify screens, worksheets, or project
settings in Demo Mode.
Licensed for Engineering Only
Enables all development options for an unlimited time.
This mode also allows you to continuously run the runtime
tasks and debugging tools (Database Spy, Output window, and
LogWin module) for 72 hours. After that period, these tasks
shut down, but you can restart them and run for another 72
hours, and so on. You can use this license for development and
testing only.
Licensed for Runtime Only
Enables all runtime tasks and debugging tools (Database Spy,
Output window, and LogWin module) for unlimited time, but
you cannot create or modify screens and/or worksheets.
The menu options available in Runtime Only mode are the
same as the options listed for Demo Mode (see previous table).
Licensed for Engineering + Runtime
Enables all development options, runtime tasks, and debugging
tools (Database Spy, Output window, and LogWin module) for
an unlimited time.
To see which execution mode you are currently running, click About on the
Help tab of the ribbon; the About dialog shows the execution mode, including
the time remaining if you are in Evaluation Mode.
Page 41
The Development Environment
Page 42
The Development Environment
Title Bar
The Title Bar located along the top of the development environment displays
the application name (e.g., InduSoft Web Studio) followed by the name of the
active screen or worksheet (if any).
The Title Bar also provides the following buttons (from left to right):
• Minimize button : Click to minimize the development environment window
to the Taskbar.
• Restore Down / Maximize: Click to toggle the development environment
window between two sizes:
• Restore Down button reduces the window to its original (default) size.
• Maximize button enlarges the window to fill your computer screen.
• Close button : Click to save the database and then close the
development environment. If you modified any screens or worksheets,
the application prompts you to save your work. This button's function is
similar to clicking Exit Application on the Application menu.
Page 43
The Development Environment
Status Bar
The Status Bar located along the bottom of the development environment
provides information about the active screen (if any) and the state of the
application.
The Status Bar fields (from left to right) are described in the following table:
Field Description
Object Size The size (in pixels) of a selected screen object, where
W is the width and H is the height.
No DRAG Indicates whether dragging is disabled (No DRAG) or
enabled (empty) in the active screen.
Tag Count The total number of tags used so far in the project.
Page 44
The Development Environment
Application button
The Application button opens a menu of standard Windows application
commands like New, Open, Save, Print, and Close.
Page 45
The Development Environment
Page 46
The Development Environment
Page 47
The Development Environment
Ribbon
The new ribbon combines the numerous menus and toolbars from the
previous version of IWS into a single, user-friendly interface. Almost all
application commands are now on the ribbon, organized into tabs and
groups according to general usage.
Home tab
The Home tab of the ribbon is used to manage your project within the
development environment.
Page 48
The Development Environment
• Tools: Miscellaneous tools to verify the project, import tags from other
projects, convert screen resolutions, and register ActiveX and .NET
controls.
• Tags: Manipulate tags and tag properties in the project database.
View tab
The View tab of the ribbon is used to customize the look of the development
environment itself.
Insert tab
The Insert tab of the ribbon is used to insert new tags, screens, worksheets,
and other components into your project.
Page 49
The Development Environment
• Global: Insert tags, classes, translations, and procedures into the Global
tab of the Project Explorer.
• Graphics: Insert screens and screen groups into the Graphics tab of the
Project Explorer.
• Task Worksheets: Insert task worksheets into the Tasks tab of the Project
Explorer.
• Communication: Insert server configurations and communication worksheets
into the Comm tab of the Project Explorer.
Project tab
The Project tab of the ribbon is used to configure your project settings.
Graphics tab
The Graphics tab of the ribbon is used to draw project screens.
Page 50
The Development Environment
Note: This tab is available only when you have a project screen
open for editing.
Format tab
The Format tab of the ribbon is used to format and arrange objects in a project
screen.
Note: This tab is available only when you've selected one or more
objects in a project screen.
Page 51
The Development Environment
Help tab
The Help tab of the ribbon provides additional help with using the software.
Page 52
The Development Environment
Project Explorer
The Project Explorer organizes all of the screens, worksheets, and other items
that comprise your project and presents them in an expandable tree-view.
To open a folder and view its contents, either click the Expand icon to the
left of the folder or double-click the folder itself.
To close a folder, click the Collapse icon to the left of the folder.
If you right-click any item in the Project Explorer, then a shortcut menu will
appear with contextual commands for that item.
There are four main sections, or tabs, in the Project Explorer: Global,
Graphics, Tasks, and Comm.
Global tab
The Global tab of the Project Explorer contains the project tags database, as
well as other features that apply to the entire project such as the security
system, VBScript procedures, and UI translation.
The folders on the Global tab are described in the following sections:
Project Tags
The project tags database contains all of the data tags that you
create during project development, such as screen tags (e.g.,
button1_state) or tags that read from / write to connected
devices.
Classes
Page 53
The Development Environment
Page 54
The Development Environment
Graphics tab
The Graphics tab of the Project Explorer contains all of the screens, screen
groups, and symbols in your project.
The folders on the Graphics tab are described in the following sections:
Screens
You create screens to provide a graphical interface for your
project. Each screen can contain many buttons, sliders, dials,
indicators, graphs, and so on.
Screen Groups
You can combine individual screens into screen groups, so that
they all open together at the same time.
Thin Clients
You can deploy your project as a web application to be accessed
by thin clients such as desktop web browsers, tablets, and
smartphones. You can even deploy different versions of your
project with different levels of functionality for each type of
client.
Project Symbols
This folder contains all of the custom symbols that you create
for your project. A symbol is a group of interconnected screen
objects that work together to perform a single function — for
example, lines, rectangles, and text fragments that have been
arranged to make a slider control.
Graphics Script
You can use this worksheet to define VBScript sub-routines
that are called only when the graphics module starts (i.e.,
Page 55
The Development Environment
Tasks tab
The Tasks tab of the Project Explorer organizes the worksheets that are
processed as background tasks (i.e., server-based maintenance tasks that
are not directly related to screen operations or device I/O) during project
runtime.
The folders on the Tasks tab are described in the following sections:
Alarms
You can use Alarm worksheets to define when alarms are
trigged, how they must be handled, and what messages they
generate.
(You can then use the Alarm/Event Control screen object
to display your alarms on screen, but that is a separate
procedure.)
Page 56
The Development Environment
Trends
You can use Trend worksheets to select project tags that should
be displayed as data trends and/or saved as historical data.
(You can then use the Trend Control screen object to
actually display your trends on screen, but that is a separate
procedure.)
Recipes
You can use Recipe worksheets to select project tags that will
load values from and/or save values to an external file. These
worksheets are typically used to execute process recipes, but
you can store any type of information such as passwords,
operation logs, and so on.
(You can then call the Recipe function to actually run a
configured Recipe worksheet, but that is a separate procedure.)
Reports
You can use Report worksheets to design runtime reports that
are either sent to a printer or saved to disk.
(You can then call the Report function to actually run a
configured Report worksheet, but that is a separate procedure.)
ODBC
You can use ODBC worksheets to set up connections and
exchange data with other ODBC-compliant databases.
Math
You can use Math worksheets to develop complex runtime logic
using the built-in scripting language.
Script
You can use Script worksheets to develop complex runtime
logic using VBScript.
Scheduler
You can use Scheduler worksheets to run commands at
specified times, dates, or trigger events.
Database
You can use Database worksheets to set up connections and
exchange data with external databases using the standard
ADO.NET interface (as an alternative to ODBC).
Page 57
The Development Environment
Comm tab
The Comm tab of the Project Explorer organizes the worksheets that control
communication with remote devices, using either direct communication
drivers or other common protocols.
The folders on the Comm tab are described in the following sections:
Drivers
You can use Driver worksheets to communicate with PLCs
and other hardware, using any of the hundreds of direct
communication drivers that are installed with the development
application.
OPC DA 2.05
You can use OPC worksheets to communicate with OPC servers
via the OPC Classic protocol.
OPC UA
You can use OPC UA worksheets to communicate with OPC
servers via the new OPC Unified Architecture protocol.
OPC .Net
You can use OPC .Net worksheets to communicate with OPC
servers via the new OPC .NET 3.0 protocol (formerly OPC Xi).
OPC XML/DA
You can use OPC XML/DA worksheets to communicate with
OPC servers via the new OPC XML-DA protocol.
TCP/IP
You can use TCP/IP worksheets to configure communication
between your own project and other IWS projects. The TCP/
Page 58
The Development Environment
Page 59
The Development Environment
Screen/Worksheet Editor
Use the powerful, object-oriented screen editor to create and edit a variety
of screens and worksheets for your projects. You can input information
using your mouse and keyboard, output control data to your processes, and
automatically update screens based on data input from your processes.
Screen/Worksheet Editor
Page 60
About Tags and the Project Database
All tags are organized into one of the following categories, which are
represented by folders on the Global tab of the Project Explorer:
• Project Tags are tags that you create during project development. Places
where project tags are used include:
• Screen tags
• Tags that read from/write to field equipment
• Control tags
• Auxiliary tags used to perform mathematical calculations
• Shared Database tags are created in a PC-based control program and
then imported into IWS's tags database.
Page 61
About Tags and the Project Database
For example you might create tags in SteepleChase and import them into
IWS so IWS can read/write data from a SteepleChase PC-based control
product.
You cannot modify shared tags within IWS — you must modify the tags in
the original PC-based control program, and then re-import them into the
Tags database.
• System Tags are predefined tags with predetermined functions that are
used for IWS supervisory tasks. For example,
• Date tags hold the current date in string format
• Time tags hold the current time in string format
Most system tags are read-only, which means you cannot add, edit, or
remove these tags from the database.
To see a list of the system tags, select the Global tab in the Project Explorer,
open the System Tags folder, and open the Tag List subfolder. The above
figure shows a partial list of system tags.
After creating a tag, you can use it anywhere within the project, and you can
use the same tag for more than one object or attribute.
Page 62
About Tags and the Project Database
• You can use a maximum of 255 characters for a tag name or a class
member name.You can use uppercase and lowercase characters. Tag
names are not case sensitive. Because IWS does not differentiate between
uppercase and lowercase characters, you can use both to make tag names
more readable. (For example: TankLevel instead of tanklevel.)
• Tag names must be different from system tag names and math functions.
Page 63
About Tags and the Project Database
Page 64
About Tags and the Project Database
An array tag is a set of tags with the same name, which is identified by
indexes (a matrix of n lines and 1 column). The maximum array size depends
on the product specification. You can use the following syntax to access an
array tag:
ArrayTagName[ArrayIndex]
Note: You must specify a maximum index for each array tag in
the size column of any datasheet. You can specify n to indicate the
array tag has positions from 0 to n. For example, if the size of TagA
is 3, the tag elements could be TagA[0], TagA[1], TagA[2], and
TagA[3].
Use the array tag whenever possible because it optimizes memory use and
simplifies the configuration task. For example, if you want a display to
monitor each tank, you could use array tags to configure a single display
containing tags linked to any tank. For example (using the tk tag as an index
containing the number of the tank): pressure[tk], temperature[tk], and
temperature[tk+1].
An array index can be a tag, a numeric value, or an expression with the
arithmetic operator "+".
ArrayTagName[NumValue1+NumValue2]
Page 65
About Tags and the Project Database
Using array tags in any IWS task can save a signification amount of project
development time. For example, if you needed tag points related to the
temperature of four tanks. The conventional configuration method is the
following:
• temperature1: high temperature on tank 1
• temperature2: high temperature on tank 2
• temperature3: high temperature on tank 3
• temperature4: high temperature on tank 4
Using array tags simplifies this task, as follows:
• temperature[j]: high temperature on tank {j}
When using another tag to reference the index of an array, if the value of the
tag is outside the size of the array, then the following results are given:
• If IndexTag is greater than the size of the array, then
MyArray[IndexTag] will point to the end position of the array; and
• If IndexTag is less than 0, then MyArray[IndexTag] will point to the
start position of the array.
Array Tags
An array tag consists of a set of tags that all have the same name, but use
unique array indexes (a matrix of n lines and one column) to differentiate
between each tag. An array index can be a fixed value, another tag or an
expression. Maximum array sizes are determined by product specifications.
You can use array tags to:
• Simplify configurations
• Enable multiplexing in screens, recipes, and communication interfaces
Page 66
About Tags and the Project Database
ArrayTagName[ArrayIndex]
• For a complex array tag (where the array index is an expression consisting
of a tag and an arithmetic operation), type:
ArrayTagName[ArrayIndex+c]
Where:
• ArrayTagName is the tag name;
• [ArrayIndex] is the unique index (fixed value or another tag);
• + is an arithmetic operation; and
• c is a numerical constant.
Note:
• You must specify a maximum index for each array tag by typing
a value (n) in the Array Size column of an Project Tags datasheet
or in the Array Size field on a New Tag dialog. (See "Creating
project database Tags").
When you create an n-position array tag, IWS actually creates
n+1 positions (from 0 to n). For example, if you specify
ArrayTag[15], the array will have 16 elements, where 0 is the
start position and 15 is the end position.
• You must not use spaces in an array tag.
When IWS reads a tag it begins with the first character and
continues until it finds the first space or null character.
Consequently, the system does not recognize any characters
following the space as part of the array tag.
For example, if you type a[second + 1], IWS regards a[second
as the tag and considers it invalid because IWS does not find
(recognize) the closing bracket. However, if you type a[second
+1], this is a valid array tag.
Page 67
About Tags and the Project Database
You can specify an array tag wherever you would use a variable name.
Also, because array tags greatly simplify configuration tasks and can save
development time, we suggest using them whenever possible.
For example, suppose you want to monitor the temperature of four tanks.
The conventional configuration method is:
• temperature1 — high temperature on tank 1
• temperature2 — high temperature on tank 2
• temperature3 — high temperature on tank 3
• temperature4 — high temperature on tank 4
You can use array tags to simplify this task as follows (where [n] represents
the tank number):
• temperature[n] — high temperature on tank [n]
The following table contains some additional examples of an array tag:
Tank[1], Tank[2], Tank[500] Simple arrays, where the array indexes (1, 2, and
500) are numerical constants. For example, tank
numbers.
Page 68
About Tags and the Project Database
To refer to a class-type tag, you can declare a string-type tag that points to a
class tag. For example:
To access the TK.Level value, you must store the " TK.Level" value within
the XCLASS tag and use the syntax, @XCLASS. You can also refer to a member
of a class-type tag directly; identifying a class-type that points to a class
member.
For example:
To access the TK.Level value, you must store the "TK" value within the
XCLASS tag and use the syntax, @XCLASS.Level.
When creating tags for indirect use, place an X in the tag column rather
than creating them as strings. For the type, write the type of tag for which
you are creating a reference. Follow the XCLASS example: @Z Integer, @X
Class:TANK.
Page 69
About Tags and the Project Database
Indirect Tags
Indirect tags "point" to other database tags (including class-type tags). Using
indirect tags can save development time because they keep you from having
to create duplicate tags (and the logic built into them).
You create an indirect tag from any string-type tag simply by typing the @
symbol in front of the tag name @TagName.
• To reference a simple tag, assume the strX tag (a string tag) holds the
value "Tank", which is the name of another tag, then reading from or
writing to @strX provides access to the value of the Tank tag.
• To reference a class-type tag and member, you simply create a string tag
that points to the class tag and the member. For example, if a tag strX (a
string tag) holds the value "Tank.Level", which is the name of the class
tag, then reading from or writing to @strX provides access to the value of
the Tank.Level member.
• You can also point directly to a class-type tag member; by identifying
a class-type that points to a class member. For example: to access the
Tank.Level member of the class, you must store the "Tank" value within
the strX tag and use the syntax, @strX.Level.
Page 70
Tutorial: Building a Simple Project
Page 71
Tutorial: Building a Simple Project
Page 72
Tutorial: Building a Simple Project
5. Click OK.
The New dialog is closed and the Project Wizard dialog is displayed.
6. In the Template list, select Empty Application.
7. In the Resolution list, select 640 x 480.
Page 73
Tutorial: Building a Simple Project
Page 74
Tutorial: Building a Simple Project
Creating tags
This part of the tutorial shows how to create new tags by adding them to the
Project Tags datasheet.
A tag is any variable that holds a value. All tags created in a project are
stored in the Project Tags folder, on the Global tab of the Project Explorer.
Page 75
Tutorial: Building a Simple Project
e) Scope: Specify how the tag is managed between the Server and the Thin
Client stations.
• Select Local if you want the tag to have independent values on the
Server and Client stations.
• Select Server if you want the tag to share the same value on the
Server and Client stations.
For this tutorial, select Server.
Tip: You can sort the data in the Project Tags datasheet or insert/
remove additional columns by right-clicking on it and then choosing
the applicable option from the pop-up menu.
Page 76
Tutorial: Building a Simple Project
Page 77
Tutorial: Building a Simple Project
Color picker
Page 78
Tutorial: Building a Simple Project
Page 79
Tutorial: Building a Simple Project
4. Click Fonts to open Font dialog, and then specify the font settings.
For this tutorial…
• Font is Arial
• Font style is Regular
• Size is 20
• Color is Blue
Page 80
Tutorial: Building a Simple Project
6. Close the Object Properties dialog (i.e., click the Close button in the dialog
box's top-right corner).
Page 81
Tutorial: Building a Simple Project
You can specify a screen that you have not yet created.
8. Close the Object Properties dialog.
Page 82
Tutorial: Building a Simple Project
Page 83
Tutorial: Building a Simple Project
7. Move the Text object to the top left corner of the screen.
8. Click the Application button at the top-left of the development
environment, and then click Save on the Application menu.
This figure shows how your screen should look after you have drawn the
screen title.
Page 84
Tutorial: Building a Simple Project
7. On the Graphics tab of the ribbon, in the Active Objects group, click Text.
8. Click on the screen, type Time: ##########, and then press Return.
9. Double-click the object to open its Object Properties dialog.
10.Click Text Data Link.
The Object Properties dialog changes to show the properties for the Text
Data Link animation.
11.In the Tag/Expression box, type Time.
Page 85
Tutorial: Building a Simple Project
2. In the Symbols menu tree, open the System Symbols folder and then open
the Icons sub-folder.
3. In the Icons sub-folder, select exit01.
The symbol will be displayed in the symbol viewer to the right of the menu
tree.
Page 86
Tutorial: Building a Simple Project
Page 87
Tutorial: Building a Simple Project
2. Double-click synoptic.scc.
The synoptic screen worksheet is reopened for editing.
3. On the Graphics tab of the ribbon, in the Libraries group, click Symbols.
4. In the Symbols menu tree, open the System Symbols folder and then open
the Tanks sub-folder.
5. Browse the tank symbols and choose one.
You may choose any tank symbol that you like; they all function basically
the same.
Page 88
Tutorial: Building a Simple Project
Page 89
Tutorial: Building a Simple Project
• When Index equals 1, the tank object shows the level of Tank #1 (i.e.,
Level[1]);
• When Index equals 2, the tank object shows the level of Tank #2 (i.e.,
Level[2]); and
• When Index equals 3, the tank object shows the level of Tank #3 (i.e.,
Level[3]).
Also, because the tag scope is local, the tag can have different values for
the Server and Client stations at the same time. Consequently, the local
user (i.e., the Server station) can be monitoring the level of Tank #1 while
the remote user (i.e., the Client station) is monitoring the level of Tank #2.
13.Close the Object Properties dialog.
14.Click the Application button at the top-left of the development
environment, and then click Save on the Application menu.
This figure shows how your screen should look after you've created the tank
object.
Page 90
Tutorial: Building a Simple Project
2. In the Symbols menu tree, open the System Symbols folder and then open
the Sliders sub-folder.
Page 91
Tutorial: Building a Simple Project
This figure shows how your screen should look after you've created the level
slider object.
Page 92
Tutorial: Building a Simple Project
Page 93
Tutorial: Building a Simple Project
Page 94
Tutorial: Building a Simple Project
5. In the Project Explorer, right-click the MODBU folder, and then click Settings
on the shortcut menu.
Page 95
Tutorial: Building a Simple Project
register_type:initial_offset
0X Coil Status
1X Input Status
3X Input Register
4X Holding Register
ID Slave ID Number
Page 96
Tutorial: Building a Simple Project
10.In the worksheet body, enter the tags and their associated device
addresses — for each tag:
a) In the Tag Name field, type the name of the project tag.
b) In the Address field, type the value to be added to the header to form the
complete device address.
Page 97
Tutorial: Building a Simple Project
Page 98
Tutorial: Building a Simple Project
Page 99
Tutorial: Building a Simple Project
Page 100
Tutorial: Building a Simple Project
7. If you selected Host, type the host name or IP address of the remote
station.
8. Click Connect.
If you successfully connect to the remote station, then information about
that station is displayed in the Status and Platform boxes.
9. If the remote station is a Windows Embedded device, click Install system files.
The system files are installed on the remote station.
10.Click the Project tab.
11.Click Download.
The project files are downloaded to the remote station.
12.Click Run.
Your IWS project is run on the remote station.
Page 101
Tutorial: Building a Simple Project
Page 102
Tutorial: Building a Simple Project
Startup dialog
c) Select Automatic, and then click OK.
Page 103
Tutorial: Building a Simple Project
You can also configure the "root directory" or "home directory" setting of
some other web server program (e.g., Microsoft IIS) to point to the Web
sub-folder, or you can copy the Web sub-folder to an existing web server
on your network. The web server (which makes the HTML files available
to clients) and the data server (which actually runs your IWS project and
exchanges data with the clients) do not need to be the same computer.
6. On the Home tab of the ribbon, in the Local Management group, click Run.
7. Open a web browser (e.g., Microsoft Internet Explorer), and then enter the
URL address of the synoptic screen on the web server.
For this tutorial, type http://127.0.0.1/synoptic.html and then press
Return. (127.0.0.1 is the standard IP address for the loopback network
interface, a.k.a. "localhost".)
After a few moments, during which the browser downloads and installs
the browser plug-in, the synoptic screen is displayed in the browser.
Notice that you can change the level of any tank either locally using the
project viewer or remotely using the web browser, and changes on one client
appear immediately on the other. They work equally well.
Page 104