Phase 2-3: setup/security, Tutorial, new item and class/object skills #3

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cliu merged 3 commits from docs/phase-2-setup-security into main 2026-09-30 16:00:06 +10:00
20 changed files with 265 additions and 12 deletions
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@ -24,7 +24,7 @@ Rules:
| Task | Where | Status |
|---|---|---|
| Check a machine against the setup and security requirements | `tasks/setup-check.md` | draft, awaiting confirmation |
| Check a machine against the setup and security requirements | `tasks/setup-check.md` | verified |
| New installation (physical, VM, dual-redundant): order of work, Windows settings, Vnet/IP, install, IT security, licence | Setup summary §2 | from docs |
| Start/stop, reinstall, upgrade (incl. HAC), extend licence, uninstall | Setup summary §3 | from docs |
| Install CI Server Remote Connect; web ports | Setup summary §2.4 | from docs |

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@ -2,7 +2,7 @@
task: Check a machine against the CI Server setup and security requirements
version: R1.03
source: IM 36K01C10-01EN §1, §2.1.2, §3.2.12; IM 36K01C30-01EN §2.2, §3.2; practiced on the test system 2026-09-30
status: draft, awaiting confirmation
status: verified (2026-09-30)
---
# Setup check (read-only)

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@ -13,3 +13,4 @@ NAME,SECTION_PATH,SECTION_NAME,DESCRIPTION
"CI-Eng-Sample.TANK1","CI-Eng-Sample","TANK1","Sample tank 1"
"CI-Eng-Sample.PUMP1","CI-Eng-Sample","PUMP1","Sample pump 1"
"CI-Eng-Sample.SYSTEM","CI-Eng-Sample","SYSTEM","Sample system monitoring"
"CI-Eng-Sample.DEMO","CI-Eng-Sample","DEMO","Tutorial examples (class/object)"

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@ -18,3 +18,4 @@ LOW_LOW_LIMIT,LOW_LIMIT,HIGH_LIMIT,HIGH_HIGH_LIMIT,SCALE_LOW_LIMIT,SCALE_HIGH_LI
"CI-Eng-Sample.SYSTEM.DISK_C","Disk C: from intdskmon","Real","999.9",0,0,0,0,0,100
"CI-Eng-Sample.SYSTEM.PING_LOCALHOST","localhost reachable, from inttcpmon","Integer","9",0,0,0,0,0,1
"CI-Eng-Sample.SYSTEM.PROC_ALM","ALARM process (alm) running, from intmon","Integer","9",0,0,0,0,0,1
"CI-Eng-Sample.DEMO.COUNTER","Counter 1..100 driven by object DEMO.INCR1","Integer","999",0,0,0,0,0,100

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@ -0,0 +1,15 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! CI-Eng-Sample sub-items (Tutorial IM 36K10G10-01EN 3.1.5, 3.2.3), CI Server R1.03.00
! Integrator: adds value x seconds (RUNNING = 1 -> running seconds; TIME_UNIT has no effect, verified).
! Min-Max: keeps the maximum (or minimum) of the main item.
@FIELDS
NAME,DESCRIPTION,SUB_TYPE,TIME_UNIT,MIN_MAX
@SUB_ITEM_DF
"CI-Eng-Sample.PUMP1.RUNNING.RUN_SECONDS","Pump 1 running time (seconds)","Integrator","",""
"CI-Eng-Sample.TANK1.LEVEL.MAX","Tank 1 maximum level","Min-Max","","Maximum"

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@ -0,0 +1,12 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! CI-Eng-Sample trigger group: every second (CI Server R1.03.00)
@FIELDS
NAME,DESCRIPTION,TRIGGER_INTERVAL
@TRIGGER_DF
"CIENG_1S","CI-Eng-Sample one second trigger","1 seconds"

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@ -0,0 +1,26 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! CI-Eng-Sample class (traditional language), compiled on load (COMPILE = 1)
! Based on the INCREMENT example in the CI Server Tutorial (IM 36K10G10-01EN 5.2)
@FIELDS
NAME,DESCRIPTION,PF_LANGUAGE,TRIGGER_1,COMPILE,LISTING_WANTED,METHOD
@CLASS_DF
"CIENG_INCR","Count CI-Eng-Sample.DEMO.COUNTER 1..100","Traditional","CIENG_1S",1,1,@"
CLASS CIENG_INCR;
PROLOG
SIGNAL INPUT := "CI-Eng-Sample.DEMO.COUNTER";
BODY
METHOD UP_AND_DOWN;
BODY
IF (INPUT >= 100) THEN
INPUT := 0;
ENDIF;
INPUT := INPUT + 1;
ENDMETHOD UP_AND_DOWN;
ENDCLASS CIENG_INCR;
"@

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@ -0,0 +1,12 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! CI-Eng-Sample object created from class CIENG_INCR
@FIELDS
NAME,DESCRIPTION,CLASS
@OBJECT_DF
"CI-Eng-Sample.DEMO.INCR1","Counts DEMO.COUNTER every second","CIENG_INCR"

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@ -0,0 +1,12 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! Remove CI-Eng-Sample objects
@FIELDS
NAME
@OBJECT_DF
"CI-Eng-Sample.DEMO.INCR1"

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@ -0,0 +1,12 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! Remove CI-Eng-Sample classes
@FIELDS
NAME
@CLASS_DF
"CIENG_INCR"

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@ -0,0 +1,12 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! Remove CI-Eng-Sample trigger groups
@FIELDS
NAME
@TRIGGER_DF
"CIENG_1S"

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@ -0,0 +1,13 @@
@LANGUAGE
ENGLISH
@VERSION
1.03.00
! Remove CI-Eng-Sample sub-items
@FIELDS
NAME
@SUB_ITEM_DF
"CI-Eng-Sample.PUMP1.RUNNING.RUN_SECONDS"
"CI-Eng-Sample.TANK1.LEVEL.MAX"

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@ -17,3 +17,4 @@ NAME
"CI-Eng-Sample.SYSTEM.DISK_C"
"CI-Eng-Sample.SYSTEM.PING_LOCALHOST"
"CI-Eng-Sample.SYSTEM.PROC_ALM"
"CI-Eng-Sample.DEMO.COUNTER"

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@ -12,4 +12,5 @@ NAME
"CI-Eng-Sample.TANK1"
"CI-Eng-Sample.PUMP1"
"CI-Eng-Sample.SYSTEM"
"CI-Eng-Sample.DEMO"
"CI-Eng-Sample"

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@ -39,6 +39,13 @@ cmd /c "<repo>\examples\CI-Eng-Sample\remove.cmd"
| `CI-Eng-Sample.SYSTEM.DISK_C` | Item, Real | Target for `intdskmon` (reports **used** %) |
| `CI-Eng-Sample.SYSTEM.PING_LOCALHOST` | Item, Integer | Target for `inttcpmon` (1 = reachable) |
| `CI-Eng-Sample.SYSTEM.PROC_ALM` | Item, Integer | Target for `intmon` (1 = `alm` process running) |
| `CI-Eng-Sample.PUMP1.RUNNING.RUN_SECONDS` | Sub-item, Integrator | Running time in seconds (adds value × seconds) |
| `CI-Eng-Sample.TANK1.LEVEL.MAX` | Sub-item, Min-Max | Highest level seen |
| `CI-Eng-Sample.DEMO` | Section | Tutorial examples |
| `CI-Eng-Sample.DEMO.COUNTER` | Item, Integer | Counts 1…100, one step per second, written by `DEMO.INCR1` |
| `CIENG_1S` | Trigger group | Every second |
| `CIENG_INCR` | Class (traditional) | Increments `DEMO.COUNTER`, wraps at 100; compiled on load |
| `CI-Eng-Sample.DEMO.INCR1` | Object | Instance of `CIENG_INCR` |
| `CIENG_EVENT` | Item storage group | Event/Item, lifetime 1 week, rollover 1 day |
All items are internal (no station), so the project works without any PLC or simulator.
@ -50,9 +57,11 @@ New items start with status 13 (`NOT INIT`) until a value is written.
|---|---|
| `01_section_df.qli` | Sections (`SECTION_DF`); parents before children |
| `02_item_df.qli` | Items (`ITEM_DF`) |
| `02b_sub_item_df.qli` | Sub-items (`SUB_ITEM_DF`) |
| `03_his_group_df.qli` | Item storage group (`HIS_GROUP_DF`) |
| `04_item_his_df.qli` | Items in the storage group (`ITEM_HIS_DF`, name `<group>:<item>`) |
| `89_`…`92_remove_*.qli` | Names to delete, in reverse order |
| `05_trigger_df.qli`, `06_class_df.qli`, `07_object_df.qli` | Trigger group, class (source in the `METHOD` memo, `@"` … `"@`, `COMPILE` 1), object |
| `86_`…`92_remove_*.qli` | Names to delete, in reverse order |
| `load.cmd`, `remove.cmd` | Run the steps in the right order |
| `monitoring/*.sup.txt` | Setup-file lines for the monitoring processes (not applied by `load.cmd`) |
@ -67,7 +76,7 @@ testing. See the `system-management` skill, task `monitoring-processes.md`.
| Phase | Adds |
|---|---|
| 6 | Template items, a class and objects |
| 6 | Template items, a class with attributes/prompts, objects that create items |
| 8 | Alarm settings on sample items |
| 9 | More storage groups (scan/time, aggregation) |
| 10 | A display and symbol |

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@ -6,7 +6,12 @@ rem Restart CI Server afterwards: new storage groups only start storing after a
cd /d "%~dp0"
dssqld -i 01_section_df.qli -l 01_section_df.qlo
dssqld -i 02_item_df.qli -l 02_item_df.qlo
dssqld -i 02b_sub_item_df.qli -l 02b_sub_item_df.qlo
dssqld -i 03_his_group_df.qli -l 03_his_group_df.qlo
rem Short pause: linking items straight after creating the group failed once.
powershell -NoProfile -Command "Start-Sleep -Seconds 5"
dssqld -i 04_item_his_df.qli -l 04_item_his_df.qlo
rem Processing: trigger group, class (compiled on load via COMPILE = 1), object
dssqld -i 05_trigger_df.qli -l 05_trigger_df.qlo
dssqld -i 06_class_df.qli -l 06_class_df.qlo
dssqld -i 07_object_df.qli -l 07_object_df.qlo

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@ -1,16 +1,20 @@
@echo off
rem Remove CI-Eng-Sample from a CI Server R1.03 TEST system (also deletes its history).
rem Run in an elevated prompt while CI Server is running; call this script by full path.
rem Order: storage links, stop + delete storage group, items, sections (children first).
rem Order: object, class, trigger group, storage links, stop + delete storage group, items, sections (children first).
rem A storage group with an active unit cannot be deleted (HIS-E-GROUPHASUNT), so the
rem group first gets a stop time one minute ahead; the script waits until it has passed.
cd /d "%~dp0"
dssqld -r 86_remove_object_df.qli -l 86_remove_object_df.qlo
dssqld -r 87_remove_class_df.qli -l 87_remove_class_df.qlo
dssqld -r 88_remove_trigger_df.qli -l 88_remove_trigger_df.qlo
dssqld -r 89_remove_item_his_df.qli -l 89_remove_item_his_df.qlo
powershell -NoProfile -Command "$t=(Get-Date).AddMinutes(1).ToString('dd-MM-yyyy HH:mm:ss'); \"@LANGUAGE`r`nENGLISH`r`n`r`n@VERSION`r`n1.03.00`r`n`r`n@FIELDS`r`nNAME,STOP_TIME`r`n`r`n@HIS_GROUP_DF`r`n\"\"CIENG_EVENT\"\",\"\"$t\"\"`r`n\" | Set-Content -Encoding ascii 90a_stop_his_group_df.qli"
dssqld -m 90a_stop_his_group_df.qli -l 90a_stop_his_group_df.qlo
echo Waiting 75 seconds for the storage group stop time to pass...
powershell -NoProfile -Command "Start-Sleep -Seconds 75"
dssqld -r 90_remove_his_group_df.qli -l 90_remove_his_group_df.qlo
dssqld -r 90b_remove_sub_item_df.qli -l 90b_remove_sub_item_df.qlo
dssqld -r 91_remove_item_df.qli -l 91_remove_item_df.qlo
dssqld -r 92_remove_section_df.qli -l 92_remove_section_df.qlo
del 90a_stop_his_group_df.qli

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@ -19,7 +19,7 @@ development system (see "Test system" in `progress.md`); they do not exist on ot
| ID | Date | Area | Issue | Status | Next step / resolution | Update on close |
|---|---|---|---|---|---|---|
| ISS-001 | 2026-09-30 | ITEM (`itmval`) | Writing an item with `itmval -p -n AID.WRPS.SIM.INFLOW -v 400` added the `uoff` option flag (options 0x…8a → 0x…8e). The flag stayed after writing the original value back. Meaning of `uoff` unknown; not found in the EN manuals by text search. | open | 2026-09-30: writing internal sample items (`CI-Eng-Sample.*`, no station) does **not** set `uoff` (options stay 0x…88), so it is tied to station-connected items (the AID item was already `off`, its station not communicating). Still to find: meaning and how to clear it (ITEM Service IM 36K10L35/L36, Engineering Module I/O Processes IM 36K10C10). Revisit in phase 5 with a station item. | `.claude/skills/system-management/tasks/read-write-item.md` (replace the `uoff` note under "Read the current value"); `knowledge/progress.md` row "Write an item with `itmval -p`" |
| ISS-001 | 2026-09-30 | ITEM (`itmval`) | Writing an item with `itmval -p -n AID.WRPS.SIM.INFLOW -v 400` added the `uoff` option flag (options 0x…8a → 0x…8e). The flag stayed after writing the original value back. Meaning of `uoff` unknown; not found in the EN manuals by text search. | open | 2026-09-30: writing internal sample items (`CI-Eng-Sample.*`, no station) does **not** set `uoff` (options stay 0x…88), so it is tied to station-connected items (the AID item was already `off`, its station not communicating). Still to find: meaning and how to clear it (ITEM Service IM 36K10L35/L36, Engineering Module I/O Processes IM 36K10C10). Revisit in phase 5 with a station item. 2026-09-30 later: unblocking a sample item left the flag `ublk` (after `blk` was cleared), so `u…` flags may mean "was …" (un-blocked / un-offline). Still unconfirmed. | `.claude/skills/system-management/tasks/read-write-item.md` (replace the `uoff` note under "Read the current value"); `knowledge/progress.md` row "Write an item with `itmval -p`" |
| ISS-002 | 2026-09-30 | DATABASE (`dsschk`) | `dsschk -d ITEM_DF -v` (check only) exits 0 with no console output and nothing new in `umhlog.log`. Where results are reported is unknown. | closed | Closed 2026-09-30 (confirmed by user). 2026-09-30: `dsschk -e -v` prints a start/end line per dataset (228 checked, no problems) and logs to `umhlog.log`. Plain `dsschk` only compares copies between nodes, so it prints nothing on a single-node system. `ismchk` needs a database file name (usage: `ismchk data_base_name`), not run yet. | Create `.claude/skills/system-management/tasks/consistency-check.md` and add it to that skill's `SKILL.md`; `knowledge/manuals/IM36K10J10-01EN.md` §4.1.1 consistency tools (add where output goes); `knowledge/progress.md` row "Consistency check" |
| ISS-003 | 2026-09-30 | DATABASE (`dssqld`) | Filtered export (`dssqld -e <out> <filter>.qli`) failed with a guessed filter syntax (`@ITEM_DF`, `@FIELD`, `@SELECT`). | closed | Closed 2026-09-30 (confirmed by user). 2026-09-30: the quick load **data** format is now known and verified (`@LANGUAGE`, `@VERSION`, `@FIELDS`, `@<DATASET>`, quoted CSV records, `\` continuation, `!` comments; IM 36K10L45 §9.11). Filter syntax found (IM 36K10L50 §3.6) and practiced, awaiting confirmation: a file with `@SELECT`, then the filter in single quotes (strings in double quotes), then `@<DATASET>`; run `dssqld -e <out> <filter>.qli`. `ITEM_HISTORY` returns nothing unless the filter names `ITEM_NAME` and a `SAMPLE_TIME` range (`SAMPLE_TIME > "dd-mm-yyyy hh:mm:ss" and SAMPLE_TIME < ...`). | `.claude/skills/system-management/tasks/export-dataset.md` section "Filtered exports"; `knowledge/manuals/IM36K10J10-01EN.md` §5.6 step 1; `knowledge/progress.md` row "Export a dataset" |
| ISS-004 | 2026-09-30 | ITEM (`itmval`) | `itmval -g -a <1..5>` returns `ITM-E-WRONG_ATT` on `AID.WRPS.*` items, so reading limits is unproven. | closed | Closed 2026-09-30 (confirmed by user). On `CI-Eng-Sample.TANK1.LEVEL` (limits set) `-a 1..5` returned deadband 0, low 20, high 80, low-low 10, high-high 90. The error only occurs on items without limits. | `.claude/skills/system-management/tasks/read-write-item.md` (limits section); `knowledge/progress.md` row "Read an item with `itmval -g`" |
@ -28,3 +28,6 @@ development system (see "Test system" in `progress.md`); they do not exist on ot
| ISS-007 | 2026-09-30 | INTEGRATION (monitoring) | `intdskmon` wrote 61.9 for a C: drive that is 61.9 % used / 38.1 % free, although the manual says it monitors the disk free space rate. `intspawn` did nothing when the command path was ~130 characters; a short path worked (limit unknown). | open | Confirm the disk value meaning and the path limit. | `.claude/skills/system-management/tasks/monitoring-processes.md`; `knowledge/manuals/IM36K10J10-01EN.md` §4.1.6; `examples/CI-Eng-Sample/monitoring/` |
| ISS-008 | 2026-09-30 | ACCESS (web/OPC UA server?) | `ci_start.log` on the test system shows `CppServerAPI::Run() failed: InitializeSslCtx(): SSL_CTX_use_certificate_chain_file() failed.` right after ACCESS Service starts. Which component and certificate is not known. | open | Identify in phase 7 (OPC Interface IM 36K10E20, Data Access IM 36K10L45). | `.claude/skills/installation-security/tasks/setup-check.md`; the phase 7 skill |
| ISS-009 | 2026-09-30 | Security Guide | DCOM port range printed as 20500–20550 in the firewall table but "2500–20550" in the OPC configuration table. Taken as a typo for 20500–20550. | open | Confirm on a system with IT security applied. | `knowledge/manuals/IM36K01C30-01EN.md` §4 |
| ISS-010 | 2026-09-30 | ITEM (sub-items) | The Integrator sub-item adds value × seconds; setting `TIME_UNIT` = Hour made no difference (1 per second while the main item was 1). The Tutorial lists a time unit only for Rate-of-Change. | open | Confirm with ITEM Service manuals (IM 36K10L35/L36) in phase 5: is there a scaling option for integrators? | `examples/CI-Eng-Sample/02b_sub_item_df.qli`; `knowledge/manuals/IM36K10G10-01EN.md` |
| ISS-011 | 2026-09-30 | ITEM (blocking) | A write to a blocked item with `itmval -p` (without `-o`) is silently ignored: no error message, value unchanged. | open | Check in phase 5 whether any status/return code signals this. | `.claude/skills/system-management/tasks/read-write-item.md` |

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@ -0,0 +1,108 @@
---
manual: IM 36K10G10-01EN
title: CI Server Tutorial
edition: 3rd Edition, Sep. 2023
version: R1.03
status: from docs; item, sub-item, blocking, trigger group, class and object steps verified with dssqld/itmval on CI-Eng-Sample (2026-09-30)
---
# CI Server Tutorial (R1.03)
A guided tour of the main engineering tasks in the Engineering Module and Edit Module. Each
chapter points to the full manual for its area; the table shows where this repo covers it.
| Chapter | Topic | Covered in detail by |
|---|---|---|
| 1 | Engineering Module window: menu, configuration tree, work area (properties sheets), message area, edit history (undo/redo) | IM 36K10C10 (phase 5) |
| 2 | Authorization groups and users | IM 36K10C10 (phase 5) |
| 3 | Sections, items, sub-items, blocking, value updates, item statuses | IM 36K10C10, L35/L36 (phase 5) |
| 4 | Displays in the Edit Module; HTML displays | IM 36K10C50, R30 (phase 10) |
| 5 | Trigger groups, classes, objects, symbols linked to objects | IM 36K10L10, P10 (phase 6), C50 (phase 10) |
| 6 | I/O: lines, stations, scan types, points | IM 36K10L40/L41 (phase 5) |
| 7 | Item alarms | IM 36K10L15, C20 (phase 8) |
| 8 | Reports and printers | IM 36K10P20, R40, C30 (phase 11) |
| 9 | Audit trail | IM 36K10L25 (phase 12) |
| 10 | RDBMS data exposure (`dbc.sup`) | IM 36K10L45 (phase 7) |
| 11 | Item search | IM 36K10C10 (phase 5) |
| 12 | Excel Add-in | IM 36K10E10 (phase 11) |
| 13 | History: storage groups, units, collection types, aggregation, archiving | IM 36K10L20, C40 (phase 9) |
## Key points
**Users (ch. 2)**: create an authorization group (the set of allowed functions, e.g. `ALL`
with every function), then a user assigned to it. A user is needed to log on to the Edit
Module and Operator Interface.
**Items (ch. 3)**
- Full name `Section.Sub-section.Item` (max 255 bytes; no `:` or `.` inside a name; case
insensitive). Sections can be blocked as a whole, e.g. for maintenance.
- Types: Boolean, Integer, Real, String (max length 80 by default, up to 168 without audit).
- Four limits (LL, L, H, HH) plus a deadband set the status LOWLOW…HIGHHIGH; the deadband sits
on the normal side of each limit. Scale high/low give OVERRANGED / UNDERRANGED.
Booleans set status TRUE/FALSE.
- An item is connected to an I/O point on the *Equipment* tab; the station must exist first.
- Sub-items: Integrator, Pulse counter, Min-Max, Rate-of-Change (with time unit), Typeless.
Sub-items cannot connect to equipment or have sub-items, and are **not** blocked with their
main item.
- Blocked items and offline items are not updated. *Update value* (Engineering Module) or
`itmval -p` changes value/status/quality; *Overwrite blocked* (`-o`) is needed for a
blocked item. New items are `NOT INIT` until a value is written.
- Item statuses are system-wide; add your own with numbers **100–127** (1–99 and above 127
are reserved), with mnemonic, alarm priority (0–15), alarm state (Normal, Alarm 1–3),
colour and shelving.
**Displays (ch. 4)**: a display is built of frames defined by a layout. Edit Module parts:
sheets, component bar, Visualizations tree, Symbols palette, menus, toolbars, drawing area.
Display names must be unique and without spaces. *HTML display* mode shows only components
and properties supported in HTML; switching it off keeps unsupported values.
**Classes and objects (ch. 5)**
- Trigger group: e.g. `ONE_SECOND`, a permanent 1-second trigger. A class can also be
triggered by item changes.
- Class (traditional language): `CLASS <name>; PROLOG … SIGNAL <var> := "<item>"; BODY
METHOD <m>; BODY … ENDMETHOD <m>; ENDCLASS <name>;`. After *Compile*, check the *Listing* tab
for errors. `ATTRIBUTE` and `PROMPT` lines define values asked when an object is created.
- Object: created in a section, from a class, with values for the prompted attributes.
- Symbol linked to a class (*PROCESS Service class*); on a display set the symbol's `object`
property to the object. Properties are linked to items/signals on the *Connection* sheet,
with a transformation (e.g. *Linear*); buttons use *Update item/parameter* actions.
- Test in the Operator Interface by typing the display name in the title bar.
**I/O (ch. 6)**: define in order **line → station → (scan type) → point**, then connect items
to points. Example: Modbus `LINE1` / `STATION1` / scan type `FAST` / `POINT1`.
**Alarms (ch. 7)**: current, historical and shelved alarm overviews. Item status → alarm
state (Normal, Alarm 1–3) system-wide, or per item (overrides). Acknowledgement types are
matrices of state transitions (automatic/manual). Delay time, repeat time (after delay),
first-out groups, collection groups, alarm selection areas (ASA, filter expressions), areas
of interest (AOI), notification by e-mail/SMS (users with schedules, destinations tied to an
ASA).
**Reports (ch. 8)**: defined with a name, destination, RQL query and layout; generated ad hoc,
on a schedule, or on an item event (with delay). Destinations: `DEFAULT`, `PRINTER_1`,
`NONE` (keep on disk), `ALARMS`, `AUDIT_TRAIL`, `MESSAGES`, `SCREEN_CAPTURE`; only `DEFAULT` and
`PRINTER_1` print by default. Destinations use primary/secondary devices with a policy
(automatic, both, none).
**Audit trail (ch. 9)**: stored in dataset `AUDIT_TRAIL`, storage group `ADT`; events are
named `<subject group>.<attribute>.<action>.<source>`, e.g. `ITEM.VALUE.MODIFY.HMI`; records
cannot be deleted except by deleting storage units.
**RDBMS exposure (ch. 10)**: copies CI Server data (`ITEM_VALUES` aggregated per interval,
`ITEM_HISTORY` with a mandatory filter, `ITEM_INPUTS` for writes back, or any dataset on
change) into SQL tables. Configure the connection string or system DSN in `dbc.sup`; with
Windows authentication add `CIX_PROCESS` to SQL Server (db_owner).
**Other**: Item search (wildcards, copy/drag to Excel or Trend); Excel Add-in reports;
history storage groups and archiving (phase 9).
## Verified on CI-Eng-Sample (command-line equivalents)
| Tutorial step | Done with | Result |
|---|---|---|
| Sections and items (3.2) | `dssqld -i` `SECTION_DF`, `ITEM_DF` | loaded |
| Sub-items (3.2.3) | `SUB_ITEM_DF` | Min-Max keeps the maximum; **Integrator adds value × seconds; `TIME_UNIT` has no effect** |
| Block item (3.3) | `dssqld -m` `ITEM_DF` `BLOCKED` 1/0 | option flag `blk` (status stays 9); writes without `-o` are **silently ignored**; after unblocking the flag `ublk` appears |
| Trigger group (5.1) | `TRIGGER_DF` (`TRIGGER_INTERVAL` "1 seconds") | loaded |
| Class (5.2) | `CLASS_DF` with `METHOD` memo and `COMPILE` 1 | compiled on load |
| Object (5.3) | `OBJECT_DF` (`NAME`, `CLASS`) | runs: `DEMO.COUNTER` counts 1…100 every second |

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@ -31,9 +31,9 @@ AID is not needed.
|---|---|---|---|
| 0 | IM 36K01A50 | Release Information | summarized ([notes](manuals/IM36K01A50-01EN.md)) |
| 1 | IM 36K10J10 | System Design/Management | done except migration (phase 6) and debugging tools; skill `system-management` ([notes](manuals/IM36K10J10-01EN.md)) |
| 2 | IM 36K01C10 | CI Server Setup | summarized ([notes](manuals/IM36K01C10-01EN.md)); skill `installation-security` (draft) |
| 2 | IM 36K01C30 | Security Guide | summarized ([notes](manuals/IM36K01C30-01EN.md)); skill `installation-security` (draft) |
| 3 | IM 36K10G10 | Tutorial | not started |
| 2 | IM 36K01C10 | CI Server Setup | summarized ([notes](manuals/IM36K01C10-01EN.md)); skill `installation-security` |
| 2 | IM 36K01C30 | Security Guide | summarized ([notes](manuals/IM36K01C30-01EN.md)); skill `installation-security` |
| 3 | IM 36K10G10 | Tutorial | summarized ([notes](manuals/IM36K10G10-01EN.md)); command-line equivalents practiced on CI-Eng-Sample |
| 4 | IM 36K10R10 | CI Portal Setup | not started |
| 4 | IM 36K10R20 | Setup File Editor | not started |
| 5 | IM 36K10C10 | Engineering Module - I/O Processes | not started |
@ -90,10 +90,16 @@ now come before classes and objects (phase 6), and the other interfaces follow a
| J10 | Backup of `tls` folders | not practiced | n/a | Plan only; the actual backup tool is site-specific. |
| J10 | Migration between systems (§5.6) | not practiced | pending | Needs engineered data; revisit after phase 6. |
| J10 | Tuning checks (read-only) ([task](../.claude/skills/system-management/tasks/tuning-checks.md)) | passed | n/a | Read `dur.sup` (max processes 250), `itm.sup` (item pool 650,000 KB) and the automatic health snapshots `tls\log\smd_*.log` (common memory free, queue use per process, lock collisions). Debug launchers and interactive debuggers not practiced. |
| C10/C30 | Setup check script `tools/setup_check.ps1` ([task](../.claude/skills/installation-security/tasks/setup-check.md)) | practiced, awaiting confirmation | n/a | Read-only; 16 OK / 5 CHECK / 15 DIFF on the Win10 Pro test PC. |
| C10 | Read `ci_start.log` and web ports (`jwuiisg.sup`) | practiced, awaiting confirmation | n/a | All services started; SSL error [ISS-008](issues.md). |
| C10/C30 | Setup check script `tools/setup_check.ps1` ([task](../.claude/skills/installation-security/tasks/setup-check.md)) | passed | n/a | Read-only; 16 OK / 5 CHECK / 15 DIFF on the Win10 Pro test PC (kept as dev PC by decision). |
| C10 | Read `ci_start.log` and web ports (`jwuiisg.sup`) | passed | n/a | All services started; SSL error [ISS-008](issues.md). |
| C10 | Start / stop CI Server | passed (phase 1) | n/a | Via the CI Service (elevated). Start-menu shortcuts not used. |
| C10 | New install, reinstall, upgrade, uninstall, licence | not practiced | n/a | Would reinstall or change the test system; only the installed R1.03 is available. Skipped. |
| C10 | Windows settings changes (power, virtual memory, Defender, updates, …) | not practiced | n/a | Changes the test PC's OS; needs the user's go-ahead. Skipped. |
| C10 | Windows settings changes (power, virtual memory, Defender, updates, …) | not practiced | n/a | Test PC kept as a development PC (user decision 2026-09-30); not applied. |
| C10 | Vnet/IP drivers / Vnet/IP Interface Package | not practiced | n/a | No Vnet/IP card; not supported on Windows 10 Pro. |
| C30 | IT Security Tool, Domain Link Management, account utilities | not practiced | n/a | Not installed and not supported on Windows 10 Pro. |
| G10 | Sub-items: Integrator, Min-Max (`SUB_ITEM_DF`) | practiced, awaiting confirmation | added (awaiting confirmation) | Integrator adds value × seconds; `TIME_UNIT` ignored. |
| G10 | Block / unblock an item (`ITEM_DF.BLOCKED` via `dssqld -m`); write with `itmval -o` | practiced, awaiting confirmation | passed (awaiting confirmation) | `blk` flag, writes without `-o` silently ignored; `ublk` after unblock ([ISS-001](issues.md)). |
| G10 | Trigger group, class (compile on load), object via quick load | practiced, awaiting confirmation | added (awaiting confirmation) | `DEMO.COUNTER` counts every second; full remove/load cycle clean. |
| G10 | Authorization group and user creation | not practiced | n/a | Creates CI Server login accounts; left for the user or phase 5. |
| G10 | Displays, symbols, Operator Interface test | not practiced | pending | GUI (Edit Module); phase 10. |
| G10 | Lines / stations / points, alarms, reports, audit, RDBMS, history | not practiced | pending | Covered in their own phases (5–12). |