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Vijeo Citect Configuration

Study Guide
Version 7.30

Schneider-Electric Pty (Australia) Ltd


78 Waterloo Road
Macquarie Park
NSW 2113
Australia

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Schneider Electric
Vijeo Citect Configuration Study Guide
INTRODUCTION AND LEGAL NOTICE
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contains information necessary for the proper use of the products.
Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any
consequences arising out of the use of this material.
A qualified person is one who has skills and knowledge related to the construction and operation of the electrical equipment and installations and has received safety
training to recognize and avoid the hazards involved.

May 2013 Edition for v7.30


Manual Release 1

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Version 7.30

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Contents
CHAPTER 1:

V7.30 CONFIGURATION EXAM TOPICS OVERVIEW ......................... 1-1

The Vijeo Citect Environment ....................................................................................... 1-2


Setting Up Communications .......................................................................................... 1-6
Graphics ......................................................................................................................... 1-7
Commands and Controls ................................................................................................ 1-8
Genies and Popup Pages ................................................................................................ 1-9
Devices......................................................................................................................... 1-10
Events........................................................................................................................... 1-11
Alarms .......................................................................................................................... 1-12
Process Analyst ............................................................................................................ 1-14
Page Management ........................................................................................................ 1-15
Reports ......................................................................................................................... 1-16
Equipment and Scheduling .......................................................................................... 1-17
Security ........................................................................................................................ 1-18

Vijeo Citect Configuration Exam

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Chapter 1: v7.30 Configuration Exam Topics


Overview
Introduction

The first of the CSCE exams is the Configuration Exam. This exam is based
around information that is covered in the Vijeo Citect Configuration Course.

This Chapter Covers These Topics:


The Vijeo Citect Environment

1-2

Setting Up Communications

1-6

Graphics

1-7

Commands and Controls

1-8

Genies and Popup Pages

1-9

Devices

1-10

Events

1-11

Process Analyst

1-14

Page Management

1-15

Reports

1-16

Equipment and Scheduling

1-17

1-18

Security

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The Vijeo Citect Environment


Configuration
Environment

The configuration environment consists of a set of tools (applications) you use


to build the runtime system. The configuration environment is centred around
the Citect Explorer, which is used to create and manage projects.
You use projects to organize your configuration data into logical, well
organized, groups. You can design your system to use one or more projects at a
time, depending on the modularity of your plant or system.
The configuration environment consists of the Citect Explorer, Project Editor,
Graphics Builder, and Cicode Editor.

Hardware
Requirements

The computer equipment may need to be upgraded to run version 7.30, as the
minimum hardware requirements have changed:
Description

Minimum Specification

Processor Speed
Random
Access
Memory (RAM)
Available Disk Space
Graphics Adapter (see
note below)

2 GHz
2 GB if running as a SCADA client
or 4 GB if running as a server
160 GB
1024 x 768 pixel resolution, with 64MB of VRAM

Description

Recommended Specification or Higher

Processor Speed
Random
Access
Memory (RAM)
Available Disk Space
Graphics Adapter (see
note below)

3.2 GHz, or if server 3.2 GHz quad-core


4 GB if running as a SCADA client
or 8 GB if running as a server
250 GB
1024 x 768 pixel resolution, with 128MB of VRAM

Due to limitations in the Computer Setup Editor, Project Editor and several
input forms in Vijeo Citect it is a requirement that screen resolution be set at
1024 by 768 pixels or higher.

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The Vijeo Citect Environment (cont.)


Software
Requirements
Vijeo Citect Component Minimum System Software
All core components

Operating System
Windows 7 with Service Pack 1 (32 bit and 64 bit) or Windows
Server 2008 R2 with Service Pack 1 (32 bit or 64 bit)
or
Windows XP Professional with Service Pack 3 (32 bit and 64 bit)
or
Windows Server 2003 Standard Edition with Service Pack 2 (32 bit
and 64 bit)
or
Windows Server 2008 Standard Edition with Service Pack 2 (32 bit
and 64 bit)
or
Windows Vista with Service Pack 2 (32 bit and 64 bit)
And
Microsoft .NET Framework 4.0 (installed with Vijeo Citect if not
already installed).
Microsoft .NET Framework 2.0 (x64) is required by Schneider
Electric License Manager if using 64 bit Windows XP or 64 bit
Windows Server 2003.
Internet Explorer Version 6.0 or greater.
A Local Area Network (LAN) if you intend to have multiple clients
access a remote server.
If running under virtualization with VMWare, the minimum system
requirement is VMWorkstation 6.03 and later.

Vijeo Citect WebServer

As for Vijeo Citect Server, with the addition of:


A New Technology File System (NTFS)
A LAN running TCP/IP and Microsoft Internet Information
Services (IIS)

Project DBF Add-in for As for All Core Components, and Microsoft Excel 2007 or 2010
Excel

Note:
The target drive for the Web Server software must use an NTFS file system,
otherwise the required Windows security settings will not be available (that is,
the Folder Properties dialog will not have a Security tab). If the computer is
currently using a FAT/FAT32 system, ensure that the drive is converted to
NTFS before installing the Web Server software.
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The Vijeo Citect Environment (cont.)


Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Install Vijeo Citect Version 7.30
Start Vijeo Citect and open each of the programs that make up the
Configuration Environment.
Note which projects are Included by default
View the Include projects

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Including Projects.
Vijeo Citect Help Topic - Configuration Tools.
Vijeo Citect Help Topic - The Cicode Editor.

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Managing Projects
The Citect
Explorer

The Citect Explorer is the application from which you organise your projects
and launch the configuration and run-time applications. Fundamental tasks
such as creating, deleting, backing up and restoring projects are all performed in
the Citect Explorer.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Create a new project based on the XP_Style Template
Backup, Delete and Restore the project.
Create another project and link the first project as an Include project.
Create a cluster and add Alarm, Report and Trend servers to it.
Create a new directory in your Vijeo Citect\user folder, and unzip the
.ctz file to that folder (by using WinZip, or a similar zipped-file
manager). Create a project link to that folder .
Backup your project and use the Save System files option. Use winzip
to check which extra files have been saved.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Creating a New Project.
Vijeo Citect Help Topic -Including Projects.
Vijeo Citect Help Topic - Backing Up Projects.
Vijeo Citect Help Topic -Restoring a Project.
Vijeo Citect Help Topic -Rules of Clustering.
Knowledge Base Article Q1071: Command Line options for CtBackup
and CtBack32.

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Setting Up Communications
Communicating
with I/O Devices

Vijeo Citect can communicate with many types of control or monitoring I/O
Devices - including PLCs (Programmable Logic Controllers), loop controllers,
bar code readers, scientific analysers, remote terminal units (RTUs), and
distributed control systems (DCS).
Vijeo Citect communicates directly with the I/O Devices in your plant or
factory, allowing data transfer to or from the device and supervisory control of
the system.
The Express Communications Wizard enables you to quickly set up
communication with a new or existing I/O Device.
Each Vijeo Citect project will need to have at least one I/O Server defined for it
to communicate to I/O Devices. Each I/O Device will need to be set up in Vijeo
Citect with an appropriate communications protocol and settings and any
interface boards and communications ports in the computer will also have to be
defined.
Stepping through the Express Communications Wizard defines the:
I/O Server names
interface Boards in the computer
communications Ports on the boards
I/O Devices attached to the ports

Variable Tags

Variable Tags define the data that is transferred between the I/O Device and the
Vijeo Citect I/O Server. Each Variable Tag is defined with a unique name, a
data type, an address and an associated I/O Device.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Use the Express Communications Wizard to set up a Disk I/O Device
that uses the Generic protocol.
Set up some Digital, Integer and Real tags.
Use Excel to add more tags and save the variable tags file using the
save_dbf.xls macro.
Set up your computer as a Stand-alone Server.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Projects.
Vijeo Citect Help Topic - Communicating with I/O Devices.

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Graphics
Pages

A Vijeo Citect runtime system usually comprises a series of graphics pages that
display on your computer screen(s) and provide a "window into the process."
You can design your pages to provide your operators with control of an area (or
all) of your plant. Your graphics pages can also display the status of your plant
by using various graphical items known as objects.
The graphics pages are one of the principle components of a Vijeo Citect
system. They are the interface to plant operators, and can be designed to display
data as well as to accept operator input.

True Color
Support

True Color support allows Vijeo Citect users to create graphically rich display
pages more easily by supporting 24-bit colour.
True Color is supported for all animation objects and static objects, including
page backgrounds, imported images, symbols, metafiles, and bitmaps. The flash
rate of flashing colours defaults to 1 second, and is user-configurable via a .ini
file parameter.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Create a new page and add these objects
o

Ellipse

Circle

Rectangle

Square

Symbol

ActiveX

Add dynamic properties to the objects so that they will display the
values of tags
Create a fill rectangle
Edit colours using the Swap Colours and Adjust Colours tools

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Using Objects.
Vijeo Citect Help Topic - Object Properties.
Vijeo Citect Help Topic - Manipulating Objects.

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Commands and Controls


Allow Operators
to Interact with
the System

Commands and controls allow operators to interact with the Vijeo Citect
runtime system. There are three types of commands and controls:
Slider controls that an operator can use to change the values of analog
variables.
Touch commands that an operator can issue by clicking on an object with
the mouse.
Keyboard commands that an operator can issue by typing instructions on
the keyboard.
You can assign privileges and areas to commands and controls and you can also
send a message to a log each time an operator issues a command.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Define a key sequence on a numeric object to change the value of an
integer.
Add a slider to an object to change the value of a real tag.
Add a toggle command to an object to change the state of a digital tag.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Defining Commands and Controls.
Vijeo Citect Help Topic - Keyboard Commands.
Vijeo Citect Help Topic - Touch Commands.
Vijeo Citect Help Topic - Slider Commands.

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Genies and Popup Pages


Genies

Usually each graphical object on a graphics page is configured individually.


With a genie, you can combine several related objects into a group and store the
group in a genie library (similar to a symbol library). The genie can then be
used as if it was a single object (pasted, moved, resized, etc.) and the elements
of the genie are then configured collectively.
All types of graphic objects and their configuration data can be stored with the
genie. For example, you can define a genie for a start/stop controller (with a
start button, a stop button and an indication lamp), and use the same genie for
all equipment (pumps, conveyors, etc.) that use that type of controller. When
you use the genie you only need to specify the information that is unique to that
particular pump or conveyor (i.e. the variable tag).

Popup Pages

Popup pages are dynamic pages to that you can use to pass information when
the page displays in the runtime system. You can use them for pop-up type
controllers for a process or a single piece of plant floor equipment. The same
page can then be re-used with different sets of tags. For example you could
configure a graphics page with several pumps, and use a pop-up controller for
each of the pumps on the page.
In most cases where you use a popup page, you use it in association with a
genie.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Create a new Genie that will display the status of a digital tag.
Check that the genie substitution has occurred correctly.
Create a popup page that will control a digital tag. Call the popup page
from a genie using the AssPopup() function. Make sure the popup page
is a system file. Repeat the exercise using the WinNewAt() function.
Experiment with both numbered and named Tag substitutions.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Using Genies and Supergenies.
Vijeo Citect Help Topic - Defining Substitutions for Genies.
Vijeo Citect Help Topic - Defining Substitutions for Supergenies.
Knowledge Base Article Q1724: SuperGenies on Pages and Templates.

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Devices
Transferring
High Level Data

A Device is an interface used to transfer high-level data (such as a report,


command log or alarm log) between Vijeo Citect and other elements (such as a
printer, database, RTF file, or ASCII file) in your Vijeo Citect system. Devices
are similar to I/O Devices in that they both allow Vijeo Citect to exchange data
with other components in your control and monitoring system.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Set up a device that will log operator commands into a text file.
Configure the device to create seven history files and to roll over at
midnight.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Printer and ASCII devices format.
Vijeo Citect Help Topic - Configuring Devices.
Vijeo Citect Help Topic - dBASE and SQL database devices format.

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Events
Events Trigger an
Action

You can use an Event to trigger an action such as a command or set of


commands. For example, an operator can be notified when a process is
complete, or a series of instructions can be executed when a process reaches a
certain stage.
You can run an event by the following methods:
o

Automatically at a specified time and period

Automatically when a trigger condition becomes TRUE

Automatically when a trigger condition is TRUE at a specified


time and period

Events must be enabled for events to run. Use the Computer Setup Wizard
(Custom setup) to enable Events. If using Vijeo Citect on a network, you can
process events on any Vijeo Citect computer (or all computers).
Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Define an event to change the value of an integer every five seconds to
a random number between 70 and 75.
Define an event to toggle a digital tag when the value of an integer tag
drops below 80.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Configuring Events.
Vijeo Citect Help Topic - Specifying times and periods.

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Alarms
Alarm Types

Protection of valuable plant equipment is a central feature of your Vijeo Citect


system. The Vijeo Citect alarm facility, when it is configured, constantly
monitors equipment and alerts operators of any equipment fault or alarm
condition.
Vijeo Citect supports two types of alarms:
Hardware Alarms
Vijeo Citect continually runs diagnostic routines to check all peripheral
equipment, such as I/O Devices. Faults found are reported automatically to the
operator. This facility is fully integrated within Vijeo Citect no configuration
is necessary.
Configured Alarms
Unlike hardware alarms, you must configure the alarms that report fault
conditions in your plant (for example, when a tank level is too high or when a
motor overheats).

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Define a digital alarm, an analog alarm, an advanced alarm and a timestamped alarm, each in a different category.
Define in your alarm category how to show the state of the alarm on the
alarm page, and the millisecond value of the timestamped alarms.
Use the standard alarm logging device to log alarm state changes.
Create alarm, hardware, disabled and summary alarm pages.
Put buttons on the alarm page, to filter by alarm category. (Use
AlarmSetInfo())
Put a button on the alarm page, to allow filtering by alarm name. (use
AlarmSetQuery())
Configure an Alarm server to publish Alarm tags, and use the alarm as
tags to show the threshold of the analog alarm on a page.
Create a system keyboard command to disable an alarm. Observe what
happens with the acknowledge state when you re-enable an alarm (via
another keyboard command).

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Alarms (cont.)
Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - [Alarm] Section Parameters.
Vijeo Citect Help Topic - Alarm Categories.
Vijeo Citect Help Topic - Digital Alarms.
Vijeo Citect Help Topic - Multi-Digital Alarms.
Vijeo Citect Help Topic - Time-stamped Alarms.
Vijeo Citect Help Topic - Analog Alarms.
Vijeo Citect Help Topic - Advanced Alarms.
Vijeo Citect Help Topic - Formatting an Alarm Display.
Knowledge Base Article Q1136: How Citect handles Alarm Server
Redundancy.
Knowledge Base Article Q2003: Understanding the Alarm Summary
System.
Knowledge Base Article Q2982: Alarm Property Rules.
Knowledge Base Article Q3218: Using user events in the Alarm
Summary page.

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Process Analyst
Values in
Graphical
Format

A visual representation of past and current activity improves understanding of


the plants performance. With a trend graph, you can display the values of a
variable (or process) in graphical format. As these values change over time, the
graph moves across the page so that the latest values are always displayed.
You can also scroll back through historical data to display past values of the
variable (or process). Historical data collection continues even when the
display is not active. You can switch between pages without affecting trend
graphs.
You can trend any single variable or Cicode expression. You can display any
number of trends on the screen simultaneously, and display the trends of up to
eight variables in any trend window.
Vijeo Citect provides three types of trends: Periodic, Event, and Periodic Event.

Active X Control

The Vijeo Citect Process Analyst is an ActiveX control designed to allow


operators to view trend data from a Vijeo Citect trend server, and alarm tag data
from a Vijeo Citect alarm server. The Process Analyst provides a visual means
to analyse and compare trend data (real-time and historical) in a more intuitive
manner than Vijeo Citect's trend templates.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Define a trend tag of each different trend type (periodic, event, periodic
event) with a 1s sample time, and 10 history files of 10 minutes each.
Calculate the amount of storage space that will be needed for those
trends
Create a new page and add a Process Analyst Active X object to the
page.
Add Trends and Alarms to the Process Analyst
Save the View
Drag the Analyst pane to the left and right to view values through time.
Add another instance of the same trend tag to the Process Analyst.
Unlock the pens and compare the value of the trend to the values of the
same trend at another time.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Trending Data.
Vijeo Citect Help Topic - Using the Process Analyst.

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Page Management
Menu
Configuration
Tool

Menu entries are created in 4 levels for display in pages based on the
Tab_Style_Include project.

Menu configuration is saved in the PageMenu.dbf file in the project directory.


Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Add a new menu page to the menu system using the Menu
Configuration Tool.
Create a Process Analyst page and move the page into another menu.
Change your Home button to display a page of your choice.
Adjust the display order of menu entries.
View the PageMenu.dbf file in Excel to understand everything stored
there.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Menu Configuration Properties.
Vijeo Citect Help Topic - [Page] parameters.

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Reports
Report Plant
Status

You can request regular reports on the status of the plant and reports to provide
information about special conditions in the plant. Reports can be run on a
request basis, at specified times, or when certain events occur (such as a change
of state in a bit address). Reports can also include Cicode statements that
execute when the report runs.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Make an rtf report, use WordPad as the report format file editor, and
send the output to an ASCII device. Show the values of the three tags
and the current time and date in the report.
Create page with a button to run the report.
Create another page to show the generated rtf report.
Create scroll buttons to view the report.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Reporting Information.
Vijeo Citect Help Topic - Report Parameters.
Knowledge base, article Q2908: Writing Reports to dBASE Files
Knowledge base, article Q2588: Running a Report from an Alarm On
Action Event
Knowledge base, article Q2361: RTF Formatted Reports - Hints and
Tips
Knowledge base, article Q1213: Error 'Maximum report size exceeded'

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Equipment and Scheduling


Equipment

Equipment can be defined in SCADA to represent the layout of a production


process. Each piece of equipment can be placed in a hierarchy enabling a
parent/child relationship between pieces of equipment.
Equipment is now the focus of early project design. The project design flows
logically from the layout of physical equipment or plant in your system. By
defining equipment first, you can create a hierarchy of tags for each plant line or
process, making it easier to monitor each production process and group tags in a
way that better represent configuration of the plant.
The textual representation of a hierarchy is achieved by the use of a dot, or
period (".") to separate the items and their level in the hierarchy. For example if
you were to create a structure of a production line in a factory called 'Factory1"
which has 3 production lines each identified as Line1, Line2, Line3. Each
production line has 2 Assembly stations identified as Assy1 and Assy2. Each
assembly station has 2 conveyer belts identified as Convey1 and Convey2.
Convey2 could then be uniquely identified in the system as:
Factory1.Line1.Assy2.Convey2

Scheduler

The Scheduler is a component of the report server featuring an ActiveX control


that links your SCADA system to a calendar. Using the control you can
schedule equipment operations around peak and non-peak work hours within a
business. You can create recurring schedules, and configure and view schedule
entries on a daily, weekly and monthly basis.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Create an equipment hierarchy in your project.
Create Schedules for Equipment
Override Schedules

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic Using Equipment
Vijeo Citect Help Topic Defining an Equipment Hierarchy
Vijeo Citect Help Topic Equipment XML Template
Vijeo Citect Help Topic Adding a New Schedule Entry
Vijeo Citect Help Topic Daylight Saving
Vijeo Citect Help Topic Special Days
Vijeo Citect Help Topic Scheduler Inheritance

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Security
In Built Security

For large applications, or applications where access to certain processes or


machinery must be restricted, you can build security into your system. You can
then restrict access to commands that should not be available to all your
operators; for example, commands that operate specialized machinery,
acknowledge critical alarms, or print sensitive reports.
You can assign a separate password to each of your operators (or class of
operators), that must be entered before the operator can use the system.

Suggested
Exercises

Use these suggested exercises to increase your understanding of the topic.


Define 2 users, one with global privilege 1 and one with global
privilege 2.
Create a page with two buttons to change the value of the integer tag.
Configure one with privilege one and one with privilege 2. Create also a
button to call the UserLoginForm(). Test this page.
Now assign this page to area 1. Copy the page, and assign the other
page to area 2.
Can both users view both pages?
Add a user that has no global privilege, but only privilege 1 in area 1.
Test which pages he can see, and which buttons he can operate.
Create two analog alarms, one in area 1 and one in area 2. Create a
standard alarm page and add graphic objects that allow you to trigger
the two alarms.
Test which alarms user 1, 2 and 3 can see on the alarm page.

Further Reading

Use the following references to assist your understanding of the topic.


Vijeo Citect Help Topic - Using Security.
Vijeo Citect Help Topic - [Privilege] Parameters.
Knowledge Base Article Q1163: Check for Alarms in other Areas.
Knowledge Base Article Q1447: Number of unique Privilege levels in
Citect.
Knowledge Base Article Q2497: User Records in Include Projects.

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