Wonderware MES Configurator User's Guide
Wonderware MES Configurator User's Guide
User’s Guide
Revision D
Last Revision: 4/19/10
Copyright
© 2010 Invensys Systems, Inc. All Rights Reserved.
All rights reserved. No part of this documentation shall be reproduced, stored in a
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assume no responsibility for errors or omissions. Neither is any liability assumed
for damages resulting from the use of the information contained herein.
The information in this documentation is subject to change without notice and does
not represent a commitment on the part of Invensys Systems, Inc. The software
described in this documentation is furnished under a license or nondisclosure
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attest to the accuracy of this information. Use of a term in this documentation
should not be regarded as affecting the validity of any trademark or service mark.
Alarm Logger, ActiveFactory, ArchestrA, Avantis, DBDump, DBLoad, DT Analyst,
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InControl, IndustrialRAD, IndustrialSQL Server, InTouch, MaintenanceSuite,
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Wonderware Logger are trademarks of Invensys plc, its subsidiaries and affiliates.
All other brands may be trademarks of their respective owners.
3
Contents
Chapter 1
Getting Started
Overview
Configurator is used to customize and maintain your system.
With this module, you may set up system-wide values, and
add and maintain personnel and plant information. Since
this module is used mostly by System Administrators, access
to Configurator should be limited.
Configurator allows you to customize system-wide settings,
such as archiving information, association of external
programs with file types for online documentation to the shop
floor, multiple languages for user prompts, and even the
colors used to display warnings and errors. Personnel may be
assigned passwords and privileges, limiting their access to
different areas of your system. Plant information, such as
shift schedules, which machines and assembly areas will
have jobs scheduled to them, and inventory location
characteristics, are all defined and maintained using
Configurator.
Configurator Login
The login window always contain the Password field;
depending on your specific settings, described later, the
window may also contain a Login Text view-only pane and/or
a User Name field.
Navigating in Configurator
Selections in Configurator can be made in three different
ways, via the menu bar, Toolbar, and Menu Bar. The menu
bar, containing pull-down menus, is always active at the top
of the Configurator window. To display or hide the Toolbar
and Menu Bar, select View from the menu bar and check or
uncheck each option. (For this document, we will be
navigating in Configurator using the Menu Bar.)
Menu Bar
Toolbar
Menu Bar
Chapter 2
Configurator Windows
System
The System grouping contains the Configurator windows
pertaining to the system-wide settings for Wonderware MES.
This grouping contains the General, Job States, Languages,
Tools, Document Types, File Extensions, Labor Departments,
Labor Categories, Shifts, and Resources windows.
There are four states available to both jobs and steps. The
use of each is defined below.
• NEW – A job that has not been told by the system that it
will be running in the near future. Depending on the
user’s privileges, this might restrict a user from starting
the job in Operator. A step in the job’s step sequence that
follows the current, Ready or Running, step.
• READY – A job/step that is capable of being started. This
indicates, to a user logged into Operator, that the
requirements for running this job/step have been met.
For example, this may indicate that a downstream job
has met the pieces produced requirement to start this job,
or that this is the first job of a work order and all
consumable BOM (Bill of Material) components are
available.
• RUNNING – A job/step that is currently running in
Operator.
• COMPLETE – A job/step that has finished running. For
example, this may indicate that required quantity
produced has been met, all steps have been completed,
and all required data has been entered.
There are three states available only to jobs. The use of each
is defined below.
• SUSPENDED – A job that is paused temporarily. For
example, a user at a shift change will suspend a job so
that the next shift user can log in and continue running
the job.
• ONHOLD – A job that is paused indefinitely. For example,
this may indicate that there are material or machine
issues.
Tools Window
Wonderware MES facilitates the distribution of online
documentation to the shop floor. The system supports an
unlimited array of document types as long as each can be
associated with a program on the client’s PC to view and/or
edit files of that document type. The Tools window is used to
establish viewers and editors for online documentation. The
tools are used when defining document types, to ensure
access to an appropriate viewer or editor.
Users
The Users grouping contains the Configurator windows that
will allow you to set up users, user groups, mail groups,
access rights to entities, access rights to modules, and
certifications.
o
When the By Mail Group tab is selected, the left pane will
display a list of all defined mail groups. Clicking on the plus
sign (+) next to a mail group name will display the user(s)
belonging to that mail group. A mail group name without a
plus sign (+) does not have any members. Clicking on the
plus sign (+) next to “No Group” will list all users not
assigned to any mail group.
When the By Mail Group tab is selected, the following data is
defined in the right pane:
• Group Name – Identifies the mail group in the data
records, so must be unique and is not editable after a new
mail group is first saved.
When the By User tab is selected, the left pane will display a
list of all defined users. Clicking on the plus sign (+) next to a
user will display the mail group(s) to which that user
belongs. A user without a plus sign (+) does not belong to any
mail group. Clicking on the plus sign (+) next to “No User”
will display all mail groups without members.
When the By User tab is selected, the following data is
defined in the right pane:
• User Name – Displays the selected user’s name.
Certifications Window
The Certifications window allows you to define certifications
and qualify individual users for those certifications. There
are two types of certifications in the system: an audit, which
is a certification that requires a user signoff, and a non-audit,
which is a certification that restricts access to an operation,
item, and/or step.
When the By User tab is selected, the left pane will display a
list of all defined user groups. Clicking on the plus sign (+)
next to a user group will display the user(s) belonging to that
group. A user group without a plus sign (+) does not have any
When a user group is selected in the left pane, the right pane
provides access to the user group’s certification assignments,
which contain the following fields:
• Certification – Displays a list of all certifications defined
in the system.
Users
The Users grouping contains the Configurator windows that
will allow you to set up users, user groups, mail groups,
access rights to entities, access rights to modules, and
certifications.
When the By User tab is selected, the left pane will display a
list of all defined user IDs. Clicking on the plus sign (+) next
to a user's ID will display the user group(s) that user belongs
to. A user without a plus sign (+) does not belong to any
group. Clicking on the plus sign (+) next to “No User” will
display all user groups without members.
When the By Group tab is selected, the left pane will display
a list of all defined user groups. Clicking on the plus sign (+)
next to a user group name will display the user(s) belonging
to that group. A user group without a plus sign (+) does not
have any members. Clicking on the plus sign (+) next to “No
Group” will list all users not assigned to any user group.
The right pane will provide access to the selected user’s
detailed information or to the selected user group’s
membership list.
The following detailed information is displayed for the
selected user:
• ID – Identifies the user in the data records, so must be
unique and is not editable after the user information is
first saved. This is also the “User Name” field, which is
required when logging into any module unless your
system configuration requires unique passwords.
• General tab
When the By Mail Group tab is selected, the left pane will
display a list of all defined mail groups. Clicking on the plus
sign (+) next to a mail group name will display the user(s)
belonging to that mail group. A mail group name without a
plus sign (+) does not have any members. Clicking on the
plus sign (+) next to “No Group” will list all users not
assigned to any mail group.
When the By Mail Group tab is selected, the following data is
defined in the right pane:
• Group Name – Identifies the mail group in the data
records, so must be unique and is not editable after a new
mail group is first saved.
When the By User tab is selected, the left pane will display a
list of all defined users. Clicking on the plus sign (+) next to a
user will display the mail group(s) to which that user
belongs. A user without a plus sign (+) does not belong to any
mail group. Clicking on the plus sign (+) next to “No User”
will display all mail groups without members.
When the By User tab is selected, the following data is
defined in the right pane:
• User Name – Displays the selected user’s name.
When the Select via Physical Entities radio button is set, the
left pane displays a tree containing all defined physical
entities, the center pane displays a list of all defined user
groups, and the right pane displays a list of all defined users.
Selecting an entity will cause all user groups and all users
having access to that entity to be displayed with a
checkmark. You may modify these access privileges by
changing the checkmarks beside the user groups. You cannot
assign access privileges directly to individual users.
When the Select via User Groups radio button is set, the left
pane displays a tree containing all defined physical entities
with a checkmark next to the ones that may be accessed by
the selected user group, the center pane displays a list of all
defined user groups, and the right pane displays a list of all
users that are members of the selected user group. You may
modify the access privileges by changing the checkmarks
beside the entities, but you cannot change user group
membership in this window.
When the Select via Users radio button is set, the left pane
displays a tree containing all defined physical entities with a
checkmark next to the ones that may be accessed by the
selected user through his user group membership(s), the
center pane displays the user group(s) to which the selected
user belongs, and the right pane displays a list of all defined
users. No editing of the entity access or user group
membership is allowed.
Privileges Window
The Privileges window allows you to specify user group
privileges for the modules, including Configurator,
Supervisor, Operator, Manager, Report Designer, Data
Editor, and Scheduler. The Privileges window also defines
general privileges; file view, edit and download levels; and
access to Wonderware MES. Privileges can only be specified
for a user group and not for an individual user. Descriptions
of the privileges and their possible values can be found in the
User Privileges section.
When the Select via Privileges radio button is set, the user
groups and users possessing the selected privilege will be
displayed with checkmarks or specific values. You may
Certifications Window
The Certifications window allows you to define certifications
and qualify individual users for those certifications. There
are two types of certifications in the system: an audit, which
is a certification that requires a user signoff, and a non-audit,
which is a certification that restricts access to an operation,
item, and/or step.
When the By User tab is selected, the left pane will display a
list of all defined user groups. Clicking on the plus sign (+)
next to a user group will display the user(s) belonging to that
group. A user group without a plus sign (+) does not have any
members. Clicking on the plus sign (+) next to a user will
display all certifications for which he has been qualified. A
user without a plus sign (+) is not qualified for any
certifications. Clicking on the plus sign (+) next to “No User”
will display all certifications that have no qualified users.
When the By Certification tab is selected, the left pane will
display a list of all defined certifications. Clicking on the plus
sign (+) next to a certification will display the user(s)
qualified for that certification. A certification without a plus
sign (+) has no qualified users. Clicking on the plus sign (+)
next to “No Certification” will list all users not qualified for
any certification.
When a certification is selected in the left pane, the right
pane provides access to the certification’s definition, which
contains the following fields:
• Name – Identifies the certification in the data records, so
must be unique and is not editable after a certification
definition is first saved.
• General tab
• Max Level (spinner control) – Defines the number of
different levels of qualification for this certification. A
value of 1 means that there are no levels of
progression in qualification for this certification;
either a user is qualified for the certification or is not.
A value of 2 or more means the certification has levels
of progression, allowing users to be qualified at
different levels.
• Audit (check box) – When checked, indicates the
certification requires a user signoff. When not
checked, indicates the certification restricts user
access to an operation, item, and/or step.
• Duration – Defines the length of a time a user retains
this certification, once qualified.
• Permanent (radio button) – When selected, a
user’s qualification for this certification never
expires.
• Expires after (radio button) – When selected, a
user’s qualification for this certification expires
after the number of days defined in the Days field
(spinner control).
When a user group is selected in the left pane, the right pane
provides access to the user group’s certification assignments,
which contain the following fields:
• Certification – Displays a list of all certifications defined
in the system.
• Level – Defines the certification levels for all members of
the selected user group.
Entities
The Entities grouping contains windows to define entities
and hubs, and categorize machine utilization.
Physical Entities
Physical entities are the components of the system that users
will log into. An entity may be a building, a location within a
building, a production line, a single machine, a storage
location or bin, etc. Entities may be defined in a tree
structure, with child entities inheriting default values (like
shift schedules) from their parents. There is no limit to the
number of entities or the number of indented tiers.
Entity Tree
A physical entity may be a building, a location within a
building, a production line, a single machine, a storage
location or bin, etc. All entities that will be used by the
system must be defined in this window, along with any
detailed information and interrelationships specific to those
entities.
• Cut – Removes the link between the checked entity and its
parent, allowing you to paste it into another location in
the entity tree. If no ‘Paste’ is performed, the link is
restored.
• Copy – Creates another reference to the checked entity,
allowing you to paste this new reference into another
location in the entity tree. Both entity nodes will access
the same physical entity. If no ‘Paste’ is performed, the
copy is terminated.
Note For the following attributes, pressing the “…” button brings
up the Reason Selection window, allowing you to choose from
entity utilization reasons defined in Configurator’s Utilization
window.
The Reason tree (top right) allows you to specify which entity
utilization reasons and states will be available to users of the
selected entity. Mark the check box next to the desired
utilization reason(s) and state(s). If no reasons or states are
selected with a check mark, all will be available for selection
on the Util/OEE tab of the Operator module.
The Raw Reason Definition pane (bottom) is available only
when the Utilization from I/O check box is selected. This
associates each external raw reason code, which will be
coming from Factory Connector, with a utilization reason
and state category.
• Raw Reason Code – Defines the reason code that will be
coming from the PLC to Factory Connector to change the
utilization state of this entity.
• Default Reason – Associates the reason code with the
appropriate utilization reason and state.
• Prompt (check box) – When checked, the Entity tab in the
Operator module will blink, alerting the user logged into
the entity that this utilization reason has been passed
from Factory Connector.
Note The fields associated with the General section are defined
below. Details about the fields associated with the other sections
can be found in the DNC Tab Parameters section.
Directories Tab
Every physical entity has a Directories tab to identify
directories used by DNC.
Attributes Tab
Every physical entity has an Attributes tab to access the
attributes defined in the Attributes window as appropriate for
physical entities. Those attributes, which are appropriate for
the selected entity, may be selected and assigned values
and/or notes here. The ability to edit the Value and/or Notes
field of a particular attribute depends on its definition.
• Value – Defines the value for this attribute for the selected
entity. This field will be inaccessible if the attribute was
defined as a “Notes Only” type.
• Notes – Optional, user-defined information about the
attribute for this entity. This field will be inaccessible if
the attribute was defined as a “Value Only” type. Press
the ‘…’ button to bring up the Notes window, for easier
viewing/editing of longer notes.
Rejects Tab
Every physical entity has a Rejects tab to allows you to
indicate which reasons are most appropriate for explaining
rejected production from the selected entity. Mark the check
box next to the relevant reason group(s). The reasons in the
check-marked reason groups will be available for the
description of an item’s use/production on this entity in the
Operator module. If no reason groups or states are selected
with a check mark, all will be available.
Hubs Window
The Hubs window is where the user configures the hubs for
DNC.
Factory Connector
Factory Connector integrates Wonderware MES with plant
level systems and equipment to share production
information. Using industry-standard communications such
as OPC, the Factory Connector can write product recipes and
machine set points to a control system. It can read important
production, quality and bar code information from your plant
systems. Factory Connector can reliably share information
with PLCs, HMI systems, weigh scales, and bar code
equipment.
Term Definition
• Remove Tag – Removes the selected tag from the list in the
Tags Exposed pane.
7 If the Log Errors box is checked, errors for the tag are
logged to the event log.
8 If the Log Tag Changes box is checked, changes for the tag
are logged to the event log.
9 If the Enable Tag Update box is checked, changes to input
tags are written to the database while Factory Connector
is running. This option is not required for standard
Factory Connector tags and should not be enabled unless
custom functionality is required.
10 If checked, the Input box indicates that values for the tag
are read from an external server into Wonderware MES.
11 If the Log Startups/Shutdowns box is checked, start ups
and shut downs for the tag are logged to the event log.
12 If the Log Transaction Results box is checked, the results of
transactions associated with the tag are logged to the
event log.
• MX (ArchestrA attributes)
• SuiteLink
• InTouch
ArchestrA
Attribute Writes from Factory Connector to the
Security ArchestrA Attribute
Note All three fields are not required: Domain, User, and
Password. Refer to the Wonderware Application Server User's
Guide to verify the Galaxy security parameters that are required
to establish an external connection to MX (ArchestrA) to map
Wonderware MES tags directly to ArchestrA attributes.
10 Browse for the attribute and click OK. The Attribute box is
updated with the selected attribute and the mapping is
completed.
Appendix A
User Privileges
• Scheduler
• Report Designer
• Operator
• Messenger
• Manager
• General
• File
• Data Editor
• Configurator
• Archive
Supervisor
May run supervisor Check box. Provides the ability to run the Supervisor
module.
May edit BOMs Check box. Provides the ability to create, modify, and
delete Bills of Materials (BOMs).
May edit processes Check box. Provides the ability to create, modify, and
delete processes and their operations.
May edit specs Check box. Provides the ability to create, modify, and
delete specifications and specification groups (must
also have May edit processes privilege).
May edit steps Check box. Provides the ability to create, modify, and
delete steps and step groups (must also have May edit
processes privilege).
May create jobs Check box. Provides the ability to create and delete
work orders from processes.
May edit queues Check box. Provides the ability to change the entries on
an entity’s job queue, if that entity is capable of having
jobs scheduled to it and the logged in user has access to
that entity.
May edit inventory Check box. Provides the ability to edit the inventory
screen.(Receive, ship & modify existing inventory
entries, limited by user’s entity access definitions.)
May edit folders Check box. Provides the ability to create, delete, and
modify folders.
May edit supply chain Check box. Provides the ability to edit and configure
connector the Supply Chain Connector.
May edit data logging Check box. Provides the ability to create, delete, and
edit the Data Log group definitions.
May delete DNC logs Check box. Provides the ability to delete DNC log files.
May edit files Check box. Provides the ability to create, define, and
edit files.
May edit shift schedules Check box. Provides the ability to create, delete, and
and exceptions edit shift schedules.
May delete error logs Check box. Provides the ability to delete error logs.
May copy folders to Check box. Provides the ability to manipulate
manufacturing directories manufacturing directories.
May change status of a Check box. Provides the ability to change the status of
process a process.
May save queue sequence Check box. Provides the ability to sort/filter the queue
and store the results.
May uncomplete a job Check box. Provides the ability to reopen a completed
job, changing the job's state back to, for example,
READY or RUNNING.
May edit customers Check box. Provides the ability to modify pre-defined
customer information.
May edit sales orders Check box. Provides the ability to modify pre-defined
sales orders in the Customer window.
May change work order Check box. Provides the ability to change a work
status order’s status from completed to closed.
May override the Check box. Provides the ability to ship an item that
minimum shippable grade does not meet minimum shippable grade requirements.
May override the Check box. Provides the ability to ship an item that
minimum shippable state does not meet minimum shippable state requirements.
May append process notes Check box. Provides the ability to add notes onto the
end of existing process notes but not edit previously
entered notes.
May replace process notes Check box. Provides the ability to replace, add, and/or
edit existing process notes with new information.
May reclassify inventory Check box. Provides the ability to reclassify an
inventory items Grade, State, and Expiry date.
May edit standard Check box. Provides the ability to create, modify and
operations delete standard operations.
May override preferred Check box. Provides the ability to use a BOM version
BOM version other than the preferred one.
May override preferred Check box. Provides the ability to use a specification
Spec. version version other than the preferred one.
May change operator’s Check box. Provides the ability to select the “Save
queue display Queue sequence and filter” in the Queue window which
determines how an entity’s queue is shown in the
Operator module.
Scheduler
The privileges in this section apply only if you have a license for Scheduler.
May run scheduler Check box. Provides the ability to run the Scheduler
module.
May apply tentative Check box. Provides the ability to select and apply a
schedule tentative schedule from the Scheduler drop-down
window.
May change work order Check box. Provides the ability to change the work
priority and due/release order’s priority, release/due dates/times in Scheduler’s
dates/times Edit window.
May change job time Check box. Provides the ability to change time
standards and whether standards in Scheduler’s Edit window and lock in those
pinned times (pinned).
May change entity queue Check box. Provides the ability to change the entity
date/time queue duration in Scheduler’s Edit window.
May set resource Check box. Provides the ability to modify resource
availability quantities available in Scheduler.
May set job’s resource Check box. Provides the ability to add, modify, or
usage delete resources assigned to a job.
May schedule Check box. Provides the ability to select overtime and
overtime/downtime downtime within Scheduler.
Report Designer
May run report designer Check box. Provides the ability to run the Report
Designer module.
May edit report Check box. Provides the ability to modify report format
configuration information.
May edit system reports Check box. Provides the ability to change system
reports
May set view level Check box. Provides the ability to modify the standard
view level of a report.
May override maximum Check box. Provides the ability to modify the standard
page length maximum page length of a report.
Rejected Message Viewer
May re-submit failed Check box. Provides the ability to re-submit the failed
asynchronous messages messages.
Operator
May run operator Check box. Provides the ability to run the Operator
module.
May configure operator Check box. Provides the ability to customize the
Operator module with respect to screen shows, buttons,
switches, tabs, etc. Screen configurations are
user-specific.
May run jobs Check box. Provides the ability to start a “Ready” job or
re-start a “Suspended” job.
May override queue Check box. Provides the ability to start a job out of the
pre-defined queue sequence.
May ready job Check box. Provides the ability to change a job’s state
from “New” to “Ready”.
May append job notes Check box. Provides the ability to add on to existing job
notes while working on a job.
May append WO notes Check box. Provides the ability to add on to existing
work order notes while working on a job.
May Replace Job notes Check box. Provides the ability to replace existing job
notes with new information while working on a job.
May Replace WO notes Check box. Provides the ability to replace existing work
order notes with new information while working on a
job.
May exit operator Check box. Provides the ability to exit the Operator
module. If not checked, Operator’s Log on screen will
persist after the user has logged out.
May use job from Check box. Provides the ability run a job scheduled on
unrelated queue another queue in Operator.
May append item notes Check box. Provides the ability to add on to existing
item notes while working on a job.
May end a job Check box. Provides the ability to change a job’s state
to “Complete”.
May replace item notes Check box. Provides the ability to replace existing item
notes with new information while working on a job.
May cancel a job Check box. Provides the ability to change a job’s state
to “Cancelled”.
May unrelease a job Check box. Provides the ability to change a job’s state
to “OnHold”.
May override logons Check box. Provides the ability for an operator to
override a logon by another operator
May abort communications Check box. Provides the ability to stop RS-232
started by another user communications that were initiated by another user.
Button execution level Numeric field. Determines button access in other
modules. A user in this group may use buttons
assigned this execution level value or below, and will
be prevented from using buttons with higher execution
levels. Execution levels are assigned to individual
buttons in the other modules.
Queue lookahead (number) Numeric field. Determines the total number of jobs a
user of Operator would be able to see in his queue.
Allow user to change the Check box. Provides the ability to alter the way
default screen Operator shows the positioning of the entity tabs, grid
configuration columns, job summary fields, and buttons.
May edit another user’s Check box. Provides the ability to modify step data
step data entered by another user.
May execute steps out of Check box. Provides the ability to complete steps
sequence within a step within the same step group in any order.
group
May execute steps out of Check box. Provides the ability to complete any steps
sequence across step from any step group in any order.
groups
May append folder notes Check box. Provides the ability to add on to existing
notes for a folder while working on a job.
May replace folder notes Check box. Provides the ability to replace existing
notes for a folder with new information while working
on a job.
May override Drop-down list, containing “No”, “Yes, local drives
manufacturing dirs only”, “Yes, network drives only”, and “Yes, any drive”.
Provides the ability to search directories other than
Wonderware MES directories when searching for files.
May access file Check box. Provides the ability to use advanced file
maintenance functions and file directory creation and editing functions within
Operator.
May override entity Check box. Provides the ability to download from or
upload to a different entity’s directories.
May edit specification Check box. Provides the ability to change the minimum
value and maximum specification values, and the spec value
from Operator.
Require job based login Check box. Provides the ability to log into Operator by
work order ID and/or operation ID, automatically
selecting the entity.
May log in/out as group Check box. For future release.
BOM substitution level Numeric field. Determines the authority level of the
user for consumption of substitute items within the
BOM tab.
May view other entities’ Check box. Provides the ability to access the inventory
inventory that is located on entities that the user is currently not
logged into.
May override inventory Check box. Provides the ability to consume inventory
allocations from or produce inventory to an inventory location that
was not predefined for that job.
May modify batches Check box. Not yet implemented.
May re-sort the queue Check box. Provides the ability to change the
pre-defined queue sequence.
Messenger
May attach files to Check box. Provides the ability to attach files to
messages E-mails sent via Wonderware MES Messenger.
Manager
May run manager Check box. Provides the ability to run the Manager
module.
May edit global views Check box. Provides the ability to modify the filter,
column description, and column arrangement of a
global view.
May edit global favorites Check box. Provides the ability to modify the filter of a
report saved as a global favorite.
May view job status Check box. Provides the ability to access the job status
page.
May view equipment Check box. Provides the ability to access the equipment
status status page.
May view inventory status Check box. Provides the ability to access the inventory
status page.
May view labor status Check box. Provides the ability to access the labor
status page.
May view reports Check box. Provides the ability to access the report
selection page.
May view history Check box. Provides the ability to access the history
page.
May View genealogy Check box. Provides the ability to access the genealogy
page.
Report view level Numeric field. Defines the security level a user has in
order to view reports.
General
May edit items Check box. Provides the ability to create, modify, and
delete items.
May edit jobs Check box. Provides the ability to modify a
previously-created work order.
May modify set of lot Check box. Provides the ability to modify attribute
attributes definitions that may be assigned to lots.
May modify value of lot Check box. Provides the ability to enter and modify the
attributes values of lot attributes when entering/changing
inventory information.
May change hold status Check box. Provides the ability to change the hold
status of a job to any state except for Complete or
running.
Specification access level Numeric field. Determines the access level for
specifications. If the specification’s access level is
higher than this value, access will be denied.
May edit Check box. Provides the ability to change the minimum
minimum/maximum and maximum specification limit values.
specification limits
May configure transport Check box. Provides the ability to select the method for
communication with the Middleware.
May edit mail groups Check box. Provides the ability to add/edit mail group
definitions in Messenger
May use DNC control Check box. Provides the ability to access the DNC
control.
May override hard pegged Allows for drop down work order to be enabled.
and linear flow Provides the ability to change the “From location” on
the Select and Transfer dialog box, to produce a serial
number that was previously produced on a different
work order, and to override the linear flow of serial
numbers on the Select and Transfer dialog box and
Data Editor.
May add serial numbers Add button. Provides the ability to add serial numbers
on the Add/Assign dialog box.
May uncomplete serial Provides the ability to incomplete serial numbers on
numbers the Add Production dialog box.
May assign or unassign Arrow buttons. Provides the ability to assign/unassign
serial numbers serial numbers on the Add/Assign dialog box.
May delete unassigned Delete button. Provides the ability to delete serial
serial numbers numbers on the Add/Assign dialog box.
File
File edit level Numeric field. The Document type Edit level for the file
would need to have a number equal to or higher than
this number to be able to make changes.
File download level Numeric field. The Document type Download level for
the file would need to have a number equal to or higher
than this number to be able to download the file. Also
the Document type for the file must be marked as
downloadable.
File view level Numeric field. The Document type View level for the
file would need to have a number equal to or higher
than this number to be able to view the file.
Data Editor
May run data editor Check box. Provides the ability to run the Data Editor
module.
May Edit Step Data Check box. Provides the ability to modify step data
within the Data editor Module.
May edit production data Check box. Provides the ability to modify production
data, such as quantity produced.
May edit consumption data Check box. Provides the ability to modify consumption
data, such as amount consumed.
May Edit Audit Log Check box. Provides the ability to modify inventory
data.
May edit utilization data Check box. Provides the ability to modify utilization
data. For example, if an operator were to forget to log
off of a job, this capability would allow for the total
time he spent on the job to be modified.
May edit labor usage data Check box. Provides the ability to edit labor usage from
within Data Editor.
May edit data log Check box. Provides the ability to edit the data log data
from within Data Editor.
May edit lot data Provides the ability to access the Item Lot Editor.
Configurator
May run Configurator Check box. Provides the ability to run the Configurator
module.
May edit system settings Check box. Provides the ability to change system
settings (all options on System menu except Languages
& Resources).
May edit languages Check box. Provides the ability to create, modify, and
delete languages.
May edit user settings Check box. Provides the ability to create, modify, and
delete users, user groups, mail groups, and entity
access.
May edit user Check box. Provides the ability to create, modify, and
certifications delete certifications, and to change certification
assignments to users.
May edit entity settings Check box. Provides the ability to create, modify, and
delete entities (all options on Entities menu).
May edit item settings Check box. Provides the ability to create, modify, and
delete item settings (all options on Items menu except
Units of Measure).
May edit attributes Check box. Provides the ability to create, modify, and
delete attributes. Attributes may be assigned to items,
item classes, physical entities, lots, jobs, work orders,
operations, and processes.
May edit factory connector Check box. Provides the ability to configure Factory
Connector with regards to exposing input and output
tags, etc.
May edit user privileges Check box. Provides the ability to modify privileges
assigned to user groups (i.e. this menu).
May edit UOMs and Check box. Provides the ability to add, modify, and
conversions delete units of measure and their conversions.
May edit entity files Check box. Provides the ability to add, modify, or
delete the files associated with an entity.
Archive
Appendix B
Allow only next job to be Yes/No drop-down list. If “Yes”, jobs must be
started started/completed in order on this entity’s job queue.
Confirming Prompt Not yet implemented.
Store output in Drop-down list of entities with storage capability.
Specifies the default storage location for produced
items.
Receive input from Drop-down list of entities with storage capability.
Specifies the default storage location for consumed
items.
Default production reason Selection field. Specifies the production reason to be
used by default in the Production tab of Operator. The
user of Operator will be allowed to select other reasons.
Default consumption Selection field. Specifies the consumption reason to be
reason used by default in the BOM tab of Operator. The user
of Operator will be allowed to select other reasons.
Default lot number Free-form text field. Determines the lot number to be
used by default in the Production tab of Operator. The
user of Operator MAY be allowed to select another lot
number, depending on other settings.
Automatically load job Yes/No drop-down list. If “Yes”, all job specifications
specification will be automatically loaded when a job is started.
Start next sequence for Drop-down list, containing “Manually”, and “When
current W/O and op. previous done”. Determines how next operation in
current work order will be started: either manually, by
the user of Operator, or automatically by Wonderware
MES if the created jobs have the same sequence
numbers and Operation numbers
Start next job Drop-down list, containing “Manually”, and “As soon as
ready”. If “Manually”, the user of Operator will need to
select the “Start Job” button in the Work Queue tab to
start the next job when a running job is completed. If
“As soon as ready”, the next readied job in the entity’s
queue will start automatically once a running job is
completed.
End job Drop-down list, containing “Manually”, and “When
quantity done meets required quantity”. If “Manually”,
the user of Operator will need to select the “Stop Job”
button in the Work Queue tab to change the job’s
status to “Complete”. If “When quantity done meets
required quantity”, the job’s status will automatically
be set to “Complete” when the required quantity is
produced.
Show both item class and Yes/No drop-down list. If “Yes”, the Item class reasons
entity reasons and the entity reasons will be displayed for the jobs.
Must all steps be Yes/No drop-down list. If “Yes”, all steps must be
completed/bypassed to end marked as “Complete” or “Bypassed” before the job can
job? be marked “Complete”.
Must required quantity be Yes/No drop-down list. If “Yes”, the required quantity
produced to end job? must be produced before the job can be marked
“Complete”.
Job _Exec spare 1 Free-form text field. Optional, user-definable field for
extra information.
Job _Exec spare 2 Free-form text field. Optional, user-definable field for
extra information.
Job _Exec spare 3 Free-form text field. Optional, user-definable field for
extra information.
Job _Exec spare 4 Free-form text field. Optional, user-definable field for
extra information.
Appendix C
Strip Spaces On/Off drop-down list. If “On”, spaces will not be sent
during downloading.
Download Timeout (in Numeric field. The Download Timeout (in seconds) is
seconds) used in conjunction with hardware and software
handshaking. It specifies the number of seconds
DNC_Exec will allow a port to have handshaking
turned off before it considers a download complete.
Entering a value of zero (0) will turn off this feature.
This feature is useful for machines that terminate
communications immediately upon receipt of an
end-of-program character without allowing the CR/LF
to be sent. If you are spoonfeeding, this value must be
large enough to allow each operation to complete or
should be zero (0).
CNC Direct Delay Before Numeric field.
Sending (in seconds)
Download Translation Text field. The Download Translation Table allows
Table characters to be translated into other characters
during a download. The table may be a standard ASCII
to EIA Translation Table or a custom table.
Leader Character Selection field. Specifies the leader character. Older
machines that use paper tape as input may require a
few inches of a specific lead-in or leader character
before accepting the downloaded program. Usually,
they also require a trailer of a few inches of some
character. Nulls (ASCII 0) or spaces (ASCII 32) are
usually used for leaders and trailers.
Leader Length (in inches) Numeric field. Specifies the length of leader characters
required in inches. The number of inches multiplied by
10 is the number of characters actually sent.
Trailer Character Selection field. Specifies the trailer character required
by the machine, if any.
Trailer Length (in inches) Numeric field. Specifies the length of trailer characters
required in inches. The number of inches multiplied by
10 is the number of characters actually sent.
Send Start Transmission On/Off drop-down list. Select “On” if the Start
Before Leader Transmission string should be sent prior to the leader
character.
Send End Transmission On/Off drop-down list. Select “On” if the End
After Trailer Transmission string should be sent after the trailer
character.
Start Transmission Text field. Specifies the set of characters sent to the
machine tool to initiate a download. Typically,
DNC_Exec sends the Start Transmission characters
before any characters from the file are sent and after
the Leader Characters (if any). If Send Start
Transmission Before Leader is set to “On”, DNC_Exec
sends the Start Transmission characters before any
Leader Characters.
Don’t Send Start On/Off drop-down list. Select “On” if the Start
Transmission for Transmission string should not be sent when
Spoonfeed spoonfeeding.
Delay After Start Numeric field. Specifies the delay, in milliseconds, that
Transmission (in should occur after the Start Transmission string is
milliseconds) sent, before the actual program is sent.
Scan File for Start On/Off drop-down list. If “On”, DNC_Exec will check
Transmission for the existence of the Start Transmission string in
the beginning of the file, and, if found, not sent it
separately. If “Off”, any Start Transmission string
specified will always be sent before the file, regardless
of the file's contents.
Strip to Start On/Off drop-down list. Select “On” to not transmit any
Transmission characters that occur in the download file prior to the
Start Transmission string.
End Transmission Text field. Specifies the set of characters sent to the
machine tool immediately after the downloaded file is
closed and before the Trailer Characters (if any). If
Send End Transmission after Trailer is set to “On”,
DNC_Exec will send the End Transmission characters
after any Trailer characters.
Don’t Send End On/Off drop-down list. Select “On” if the End
Transmission for Transmission string should not be sent when
Spoonfeed spoonfeeding.
Scan for End Transmission On/Off drop-down list. If “On”, DNC_Exec will check
for the existence of the End Transmission string in the
end of the file, and, if found, not sent it separately. If
“Off”, any End Transmission string specified will
always be sent after the file, regardless of the file's
contents.
Toolbreak header begin Text field. Marks the beginning of the Header section.
All blocks following the Toolbreak Header Begin string,
up to but not including the Toolbreak Header End
command, will be placed in the Header section of the
Toolbreak file. The Header section is the first portion of
the file sent to the machine tool. The Header section is
optional, so this delimiter is also optional.
Toolbreak header end Text field. Marks the end of the Header section. It
follows the entire last line of the Header portion. The
Header section is optional, so this delimiter is also
optional.
Toolbreak first line Text field. Marks the beginning of the Body section.
You need enter only as much of the block as is needed
to uniquely identify the block. Use the Parameter
Separator between the Toolbreak First Line string and
the first line.
Toolbreak last line Text field. Marks the end of the Body section. You need
enter only as much of the block as is needed to uniquely
identify the block. Use the Parameter Separator
between the last line and the Toolbreak Last Line
string. If this string is omitted, the entire file from the
block specified as the first line to the end of the file will
be sent to the machine tool.
Toolbreak trailer begin Text field. Marks the beginning of the Trailer section.
All blocks following the Toolbreak Trailer Begin string,
up to but not including the Toolbreak Trailer End
string, will be placed in the Trailer section of the
Toolbreak file. The Trailer section is optional, so this
delimiter is also optional.
Toolbreak trailer end Text field. Marks the end of the Trailer section. It
follows the entire last line of the Trailer portion. The
Trailer section is optional, so this delimiter is also
optional.
Toolbreak go Text field. Specifies the command to start a Toolbreak
download. It must necessarily come last, once the file
has been identified, and the portions of it to be
downloaded are picked out.
Upload delay (characters) Numeric field. When doing a CNC Direct upload, any
information received after the Command End string
will be included in the upload file. If your control sends
extra characters after the Command End string, you
will get unwanted characters in the upload. The
Upload Delay setting tells DNC_Exec to perform a loop
in which it clears its input buffer, delays the amount of
time that it takes for the specified number of
characters to arrive, and then checks its input buffer. It
will continue this loop until the input buffer is empty.
You do not need to know the exact number of
characters that will be arriving. If you enter a number
that is less than the number of characters that the
control sends, DNC_Exec will simply do more checks. If
you enter a number that is larger than the number of
characters that the control sends, DNC_Exec will
simply wait longer than it needs to. In this case, you
need to make sure not to send your upload file too close
behind the CNC Direct upload command file, or your
upload file will be thrown away.
Password Text field. An optional parameter where the user must
enter the command, a command separator, and their
password. If a correct password is entered, the user
gains control of the port. The next command issued to
the port will use that user’s password permissions. The
password command requires unique passwords to be
used.
Print a file Text field. Specifies the CNC Direct command for
printing a file. It requires a file name, separated from
the command proper by the Parameter Separator
character. Unless the user has permission to override
Wonderware® directories, only the name of the file is
specified.
Upload a file and print it Text field. Specifies the CNC Direct command for
uploading a file in the control for printing. It requires a
file name, separated from the command proper by the
Parameter Separator character. Unless the user has
permission to override Wonderware ® directories, only
the name of the file is specified. The uploaded file is
only printed; it is not saved.
Save the uploaded print Selection field. Specifies the CNC Direct command
file modifier for saving a file uploaded for printing. Attach
this command modifier to the end of the Upload and
Print command so that the uploaded file is not deleted
after it is printed.
E-mail send to Text field. Specifies the CNC Direct command for
naming recipients of an e-mail. It requires a user
name, mail group name, or e-mail address separated
from the command by the Parameter Separator
character. This command is cumulative so that you can
send an e-mail to more than one recipient by sending
this command multiple times before sending the Send
the E-mail command. This command is optional if you
use the Use a Predefined Message modifier with the
E-mail Message command, but will override the
recipient specified in a predefined message if supplied.
Send E-mail From Text field. Specifies entry for “FROM:” line of e-mail
sent from CNC Direct.
E-mail subject Text field. Specifies the CNC Direct command for
naming the subject of an e-mail. It requires the name of
the subject separated from the command by the
Parameter Separator character. This command is
optional. If you use this command when using the Use
a Predefined Message modifier with the E-mail
Message command, it will override the subject of the
predefined message.
E-mail message Text field. Specifies the CNC Direct command for
naming the text of an e-mail. It requires the text of the
e-mail separated from the command by the Parameter
Separator character. This command is cumulative so
that you can send e-mail messages of more than one
line by sending the command more than once. This
command is optional.
Use predefined e-mail Selection field. Specifies the CNC Direct command
message modifier for naming a predefined e-mail message. Add
this modifier to the E-mail Message string to indicate
that the text after the Parameter Separator character
specifies a predefined e-mail message. The predefined
e-mail message must be set up on the System tab.
Send the e-mail Text field. Specifies the CNC Direct command for
sending an e-mail. You should first build the e-mail
using the above commands. Sending the e-mail will
clear it from DNC_Exec’s memory, so that any
subsequent e-mail commands will apply to a new
e-mail.
Name of printer for Specifies the name of the printer to which the CNC
machine’s files Direct printing commands will send the file. Leave the
(none=default) name blank to have the default printer on the machine
running DNC_Exec used for printing.
Network to BTR Memory Check box. Exposes this button in Operator. This
enables the BTR to store downloaded programs in its
memory. Not yet Implemented.
Network to Control Check box. Exposes this button in Operator. This
enables the BTR to pass downloaded programs directly
from the DNC system to the machine control. Not yet
Implemented.
Reader to BTR Memory Check box. Exposes this button in Operator. This
enables the BTR to save programs read in from tape to
its memory. Not yet Implemented.
Reader to Control Check box. Exposes this button in Operator. This
enables the BTR to allow programs read in from tape to
pass through the BTR to the control, as if the BTR were
not there.. Not yet Implemented.
Reader to Network Check box. Exposes this button in Operator. This
enables the BTR to upload programs read in from tape
directly to the DNC system.. Not yet Implemented.
BTR Memory to Control Check box. Exposes this button in Operator. This
enables the BTR to send a program stored in its
memory to the control. Not yet Implemented.
Punch to BTR Memory Check box. Exposes this button in Operator. This
enables the BTR to receive a program sent to it from
the control's punch port and store it in its memory. Not
yet Implemented.
BTR Memory to Network Check box. Exposes this button in Operator. This
enables the BTR to upload a program stored in its
memory to the DNC system.. Not yet Implemented.
Punch to Network Check box. Exposes this button in Operator. This
enables the BTR to upload a program sent to it from
the control's punch port to the DNC system. Not yet
Implemented.
Exit Check box. Exposes this button in Operator. This
enables the BTR to exit one mode without entering
another. Not yet Implemented.
Index
A Directories Tab 71
Add User – Window 1 30 Jobs can be run on this entity 60
Add User – Window 2 31 Jobs can be scheduled to this entity 59
Add User – Window 3 32 Labor can be captured on this entity 63
Add User – Window 4 33 Material can be received at this
entity 71
Add User – Window 6 35
Material can be stored at this entity 69
Add User Group – Window 1 37
Rejects Tab 73
Add User Group – Window 2 38
Shipments can be made from this
Add User Group – Window 3 39
entity 71
This entity can transfer part
C programs 65
Certifications Window 22, 49 This entity has its own shift
Configurator Login 6 schedule 67
Configurator Windows 9 Utilization can be captured on this
Configurator Windows 9 entity 61
Entity Tree 56
D External Mappings Tag Properties 82
DNC Tab Parameters 103
Document Types Window 13 F
Factory Connector 75
E Factory Connector Window 76
Entities 55 File Extensions Window 16
Entity Access Window 46
Entity Detail Pane 58 G
Attributes Tab 72 General Tag Properties 79
Can this entity track Overall General Window 10
Equipment Efficiency 66 Getting Started 5
Data can be logged for this entity 71
H S
Hubs Window 74 Shifts Window 19
System 9
I
Items 75 T
The Namespace Pane 77
J The Tags Exposed Pane 78
Job States Window 10 Tools Window 12
Job Tab Parameters 101
U
L user groups
Labor Categories Window 18 user privileges 91
Labor Departments Window 17 user privileges
Languages Window 12 archive 100
configurator 99
M data editor 99
Mail Groups Window 20, 44 files 99
general 98
N manager 97
Navigating in Configurator 7 messenger 97
New Group Wizard 36 operator 94
New User Wizard 20, 29 report designer 94
scheduler 93
P supervisor 91
Physical Entities 55 Users 19, 28
Privileges Window 48 Utilization States Window 75
R Z
Resources Window 19 Add User – Window 5 34