ci-server-engineer/knowledge/manuals/IM36K10J10-01EN.md
cliu 1c3558c37c Complete phase 1 and build the CI-Eng-Sample project
Add verified system-management tasks (item read/write, quick load
records, history load, monitoring processes, consistency check, tuning
checks), the importable CI-Eng-Sample project with load/remove scripts,
the unlicensed 1-hour shutdown note, and the sample-project re-test
rule. Close ISS-002/003/004 and log ISS-005..007.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-30 14:01:33 +10:00

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---
manual: IM 36K10J10-01EN
title: CI Server System Design/Management
edition: 3rd Edition, Sep. 2023
version: R1.03
status: from docs
---
# System Design / Management (R1.03)
How CI Server is built, how to choose a system layout, and how to run, back up, monitor,
tune and migrate it. Section numbers refer to the manual.
## 1. Fundamentals
**Three tiers (1.1)**
- **CI View**: the client HMI (Java or HTML5), on Windows PCs, tablets and phones.
- **CI Portal**: web server that sits between CI View and CI Core.
- **CI Core**: data server. Talks to field devices (EQUIPMENT drivers), processes real-time
data, manages alarms, stores history, exposes external interfaces.
**Node, services, processes (1.2)**
- One CI Server per machine; each is a **node**. The license is tied to the node.
- A node runs **services** (DATABASE, ITEM, ALARM, EQUIPMENT, REPORT, …). Which services start
depends on the license.
- Each service is made of **processes**; a process can have several **instances** (e.g. several
report generators, requests shared out by priority).
- Processes talk by **DUR messages**; each has a named queue, visible in Performance Monitor.
**Data model (1.3)**
- **Item**: the basic data point. Receives acquired values, sends operator/application writes
to the RTU, drives alarms, serves as class I/O and as dynamic properties of displays/symbols.
- **Section**: hierarchical folder for items (item full name `Section1.Section2.Tag`).
- **Object**: a set of items managed together; used by processing and linked to graphics.
- **External alarm (EAL)**: alarm from an external system received via the OPC UA client;
EAL settings are kept in sections.
- **Dataset**: table (rows/fields, like an RDB table) holding configuration, current data and
history. Users can add their own. Read by displays, symbols, classes, objects, reports and
external applications.
**Two layers (1.4)**: CI Portal services and CI Core services, on the same or separate machines.
| Service | CI Core | CI Portal |
|---|:-:|:-:|
| BUS | ✓ | ✓ |
| DATABASE | ✓ | ✓ |
| HISTORY, AUDIT, ITEM, EQUIPMENT, ALARM, PROCESS, REPORT, ACCESS | ✓ | |
| USER | | ✓ |
| INTEGRATION | ✓ | ✓ |
## 2. Inside CI Server
| Function | Service(s) | Summary |
|---|---|---|
| Data acquisition (2.1) | EQUIPMENT | Drivers for STARDOM FCX, Vnet/IP, Modbus, DNP3 and others. |
| Alarming (2.2) | ALARM | Detection (by CI Server or the RTU/PCS, with filters against chattering); notification to display, report, OPC AE/UA, sound, e-mail, printer; state and acknowledgement; stored in `ALARM_CURRENT` (current) and `ALARM_CHRONO` (history); analysis with ASPA. |
| Historization (2.3) | HISTORY | Storage groups made of storage units, one kind per data type: items (`ITEM_HISTORY`), alarms (`ALARM_CHRONO`), audit (`AUDIT_TRAIL`), system log (`SYS_LOG`), reports. |
| Symbol and processing (2.4) | PROCESS | Class → object → symbol (below). |
| Display (2.5) | USER | Displays contain symbols; appearance comes from layouts in an XML layouts file. User definitions set the initial display/layout; *Open display* actions name a display/layout. Defaults: display `main`, layout `default`. |
| Reporting (2.6) | REPORT | Configure in the Engineering module (query, schedule, trigger item, destination) → generate by schedule, trigger item or ad hoc → output via spool statement or destination (file, printer, application) → stored in history with a lifetime set by the storage group. |
| User authorization (2.7) | USER | Users belong to authorization groups; groups grant actions. Can be managed through a Windows domain (see Active Directory Integration, IM 36K10J40). |
| Multi-node (2.8) | BUS | **DURM** protocol between nodes: dynamic routing, best-line selection, auto-connect to the active HAC server, encryption and server certificates. |
| External interface (2.9) | ACCESS | ODBC (Simba server on the Core; optional license; the only route for non-Windows clients), OPC classic DA/AE/HDA (local network), OPC UA, remote database copy (mirror to external tables for complex queries; watch export size), Excel Add-in, command-line tools. |
**Class, object, symbol (2.4)**
- A **class** defines items, template items and processing; written in the *traditional*
language or Java. Traditional has no loops; Java classes cannot access datasets (no DSS).
- Class structure: `PROLOG` (local variables `VAR`, parameters `ATTRIBUTE`/`PROMPT`, items
`SIGNAL ... FROM <template> MAKE ...`) and `BODY` (`METHOD`s with `ENTRYCONDITION`s).
- An **object** is created from a class with parameter values; its items are created or removed
with it. Objects are triggered by the scheduler, trigger groups (intervals) or changes of
trigger signals. Traditional COMPUTE/FAST classes can also read/write datasets.
- A **symbol** can be linked to an object so item attributes drive colour, blinking, etc.
Symbols with no dynamic attributes need no object.
- Details: Class Description Language (IM 36K10P10 traditional, IM 36K10P11 Java).
## Command-line tools (2.3.1, 2.9.2)
| Tool | Purpose | Key usage |
|---|---|---|
| `dssqld` | Export / import / update / delete dataset contents; dump data dictionary | `-e <out> [<qli filter>] -d <dataset>` export (`-c` comma separated, `-a` include hidden fields); `-i <qli>` insert; `-m <qli>` update; `-r <qli>` delete; `-f` dump dictionary; `-l [<listing>]` log result; `-s <setup>` (default `dssqld.sup`). |
| `itmval` | Read/write current item data | `-g -n <item> [-a <attr>]` get (attr 1 deadband, 2 low, 3 high, 4 lowlow, 5 highhigh); `-p -n <item> [-v <value>] [-s <status>] [-q <quality>] [-o overwrite blocked] [-t [<date>] <time> [GMT\|LST]]` set; `-e` write to event history only (host node); `-f <file> <opts>` save a command file; `-l` use local node. |
| `ithloahis` | Load history from CSV into event-item / event-event storage groups | `-f <file> [-s <section prefix>] [-t GMT\|LST\|LCT] [-i update current value too] [-v] [-l]`. File is either `SCAN,<item1>,<item2>,...` then `<time>,<v1>,<v2>,...` (max 100 items), or `EVENT` then `<time>,<item>,<value>`. Times as date text or seconds since 1970. |
| `ithimport` | Import item history from another CI Server | `-l` list groups; `-s -g <from> [<to>]` show; `-i -g <from> [<to>] [-f <from time>] [-t <to time>] [-c <rename file>]` import. Rename file lines: `<old name>, <new name>`. |
| `alhimport` / `adtimport` | Import alarm / audit history from another CI Server | `-s` show, `-i` import, optional `-f` / `-t` time range. |
## 3. System design
**Standards to consider (3.1)**: ANSI/ISA-101 (HMI), EEMUA 191 and ISA 18.2 (alarms),
ISA-99 / IEC 62443 and ISO/IEC 17799 (security).
**Configurations (3.2)**
| Layout | When to use | Watch out for |
|---|---|---|
| **Simple**: one CI Core does everything | Local RTUs, a few tens of clients at most | Above ~10 clients, add a separate CI Portal |
| **Separate CI Portal** (Portal ↔ Core via DURM) | Many clients / load balancing; clients on untrusted networks; redundant Cores | Deploy display files to the Portals |
| **HAC** (high availability): ACTIVE + STANDBY Cores | Continuous operation required; large history that needs a live copy | Stable (ideally redundant) link between servers and to the island-detection network device; license Audit log if it is monitored |
| **Host to Host**: a client Core collects from server Cores via DURM | Reuse data at another site/level; RGS on Vnet/IP forwarding upward | Storage on the client Core can grow large |
| **Enterprise operation/engineering** | Share data and displays across Cores; standardize engineering (EES deploys configurations) | Needs deep knowledge of dataset dependencies |
- HAC: modes MANUAL / AUTO; functions monitoring (restart processes/server), watchdog (shuts
itself down if isolated), mirroring; options journaling (recommended on small systems) and
debug logging. Portals and OPC clients (via OPC tunneller) follow the active server. Dual
redundancy is standard; triple/quad need a special order (Tokuchu).
- Redundant networks: DNP3, Modbus, STARDOM FCX, Host-Host (DURM).
- Buffering and catch-up fill history gaps after outages: STARDOM FCX, DNP3, Host-Host.
**Sizing (3.4)**: estimate history disk size (storage group types and lifetimes) with the sizing
tool, and network load with the bandwidth sheets; include Vnet/IP load if connected.
**Long distance (3.5)**: advise on the WAN, but the network provider (or the client's own fibre)
owns its design.
**Time synchronization (3.6)**
- Why: Kerberos fails beyond 5 min skew; protocol timestamps; historians rejecting future data;
correlating events; cross-system scheduling.
- Terms: UTC/GMT; LST (local standard, no DST); LCT (local civil, with DST). CI Server tools
default to LCT unless noted.
- Adjust gently (slew, not step backwards). Forward jumps make aggregates too small, backward
jumps too large.
- Topologies: simple, cascade, star, tree (segment large/wide systems).
- Mechanisms:
- **(S)NTP / Windows Time**: domain members sync to the domain controller automatically;
workgroup machines need configuring. Registry
`HKLM\SYSTEM\CurrentControlSet\Services\W32Time\Parameters\Type` = `NT5DS` (domain),
`NTP` (use `NtpServer`, DNS name), `NOSYNC`. Poll interval via
`Config\MinPollInterval` / `MaxPollInterval` (2^n seconds), or
`NtpClient\SpecialPollInterval` when `NtpServer` ends with `,0x1`.
- **DURECS**: external clock on a Core serial port (Wharton 482, Trimble GPS, Arbiter
1092/1093), set in `durecs.sup`.
- **DURUTL**: distributes the time master Core's clock to other nodes over DURM
(`durutl.sup`: interval, three deviation limits, two adjust steps, slave node list).
Resolution ~2 s; cannot sync a HAC standby.
- **DNP3**: CI Server as master writes time to outstations (STARDOM: set `TIM_SYNC_REQ` on
`SD_CDNP_*_OPEN`; CI side: station *Options* › time synchronization interval).
- **STARDOM FCX**: CI Server writes `FT_STime` at the station's interval (needs the FCX extension).
- **Vnet/IP**: the CENTUM domain master distributes network time; add an SNTP server to the
time group on BUS-1. On Vnet/IP stations Windows Time must be stopped/`NOSYNC`.
- Others with time sync: IEC 60870-5-101/102/103/104, FA-M3, MELSEC, Omron FINS, Allen
Bradley CIP, Bristol Babcock, Fisher ROC, TIE 870-5; ProSafe-PLC via start-up command file.
- Rules: one time master per machine; Vnet/IP overrides everything else; sync everything that
shares timestamped data; keep masters close; aim for under a few seconds deviation; plan
for time master failure.
- History event buffering: keep *Gap time* (default 2 days) and *Maximum sample delay*
(default 10 days) in `itheix.sup` / `itheex.sup` well above any expected time correction.
- Checks: `w32tm /query /configuration`, `w32tm /query /status`, `w32tm /resync /rediscover`;
`net time` (SMB, not NTP); `tmtime` on Vnet/IP stations.
**Hardening (3.7)**
- Windows Firewall on, with the exceptions CI Server needs; remove unused applications and
services.
- Install on a fixed, tested patch level; no automatic Windows updates; apply only
Yokogawa-evaluated patches.
- Antivirus with real-time scanning; exclude `C:\Users\Public\Yokogawa\tls\dat`, `…\tls\sav`,
`…\tls\his`.
- Recommended user groups: **Administrators** (everything), **Maintenance** (users, logs,
datasets), **Engineers** (engineering module: alarms, reports, graphics), **Operators**
(operator screens), **InternalProcess** (internal accounts, non-expiring passwords). The
manual's table maps each authorization (e.g. `ITEM_MODIFY_VALUE`, `REPORT_GENERATE_ADHOC`,
`USER_INSERT`) to these groups; in short, read rights go to all, engineering changes to
Administrators and Engineers, user management to Administrators and Maintenance.
## 4. Operation and maintenance
**Backup and recovery (4.1.1)**
- What to back up: the OS (~10 GB), CI Server software and setup files `%TLS_ROOT_PATH%\tls`
(~2 GB), database and display files `%TLS_ALLUSERS_PATH%` (~700 MB without history), and history.
- Plan for RTO/RPO, off-site copies, labelled and rotated media, and backup result reporting.
Recommended: disk first tier, tape second tier; centralized backup server; never back up over
the control network.
- Suggested schedule: full offline backup at version upgrades and periodic maintenance; full
after OS patches; weekly full; daily full or differential of the `tls` folder; archive history
weekly; export key datasets daily with `dssqld`.
- Don't change configuration during a backup. Use VSS for consistent online copies.
- Consistency tools: `ismchk <file>` / `ismkfr [-c] [-r] [-s] [-d] <file>` for ISAM files;
`dsschk [-d <dataset>] [-n <node>] [-e] [-r] [-v]` for replicated/duplicated datasets.
Repair: repeat `dsschk -r` until clean, then `dsschk -e`, then `dsschk -e -r` (maybe twice).
*Verified 2026-09-30:* on a single node plain `dsschk` prints nothing (it compares nodes);
use `dsschk -e -v`, which lists every dataset checked and also logs to `umhlog.log`.
- Disaster recovery: restore system backup (or reinstall OS + CI Server + patches) → restore
`tls` configuration and database → verify.
- Retrieve archived history from the Engineering module (you can set its lifetime).
- Restore lost records: back up current data, build a `.qli` from the daily `dssqld` export,
import.
**Routine (4.1.2–4.1.5)**: OS patches, antivirus updates, user account housekeeping; watch
Windows and CI Server Performance Monitor, Windows event log, CI Server system log report and
audit trail report.
**Monitoring processes (4.1.6)** — INTEGRATION Service tools, each configured in its `.sup` file
and reporting status into items:
| Process | Monitors | How to start |
|---|---|---|
| `intmon` | process running; DURM node and channel status (can set slave items OFFLINE) | Uncomment its line in `%TLS_ROOT_PATH%\tls\com\integration_start.cmd` |
| `intcpumon` | CPU load (any perf counter) | `start /B /NORMAL %TLS_ROOT_PATH%\tls\exe\intcpumon -n intcpumon` then `durwfp -p intcpumon -t 10` |
| `intdskmon` | disk free space | same pattern with `intdskmon` |
| `inttcpmon` | TCP reachability (ping) of hosts | same pattern with `inttcpmon` |
| `intadtnot` | writes an AUDIT event from a script | `intadtnot -e A.B.C.D [-u user] [-t terminal] [-o old] [-v new]` |
| `intspawn` | runs a command on item value/status/option change, timer or node up/down (max 64 triggers) | `intspawn -n intspawn`, triggers in `intspawn.sup` |
**Problem handling (4.2)**: identify → investigate (performance monitors, logs, debug mode,
debug tools) → fix (memory size, queue size, load balancing, patch).
## 5. Implementation
**Engineering tools (5.1)**: License Request / Authorization wizards, Setup File Editor
(changes apply after the process restarts), Engineering module (Enterprise version for
enterprise systems), Edit module (displays and symbols), CI Exchange (import CENTUM VP
projects), Performance Monitor, Message log, ASPA, Excel Add-in, `hacw_hmi` (HAC management).
**CENTUM VP import (5.2)**: CI Exchange reads the VP project → produces import files and an
import command → run it → review scan times against Vnet/IP load.
**Designing classes and symbols (5.3)**
1. Create template items (analogue, digital, string…) in a common system section.
2. Group devices of the same type, define their inputs/outputs and common behavior in a class.
3. Decide which items the class creates; creating an object fails if its items already exist.
4. Group equipment with the same look into one symbol.
5. Sections in a class are relative to the object's section. Template items must exist before
objects are created (matters for migration scripts).
6. For performance, prioritize objects.
**Testing checklist (5.4)**: input validation (valid/invalid, boundaries, combinations,
defaults), outputs (destination, value, format, messages), interfaces (including offline
partners), scheduled tasks, UI (initial values, invalid/quick/concurrent operations,
usability), administrator tasks (backup, accounts, monitoring), performance and long-run
(leaks, disk), security (privileges), localization, regulations.
**Tuning (5.5.1)**
- Common memory: max processes 250 by default (`dur.sup`); keep free common memory above 10 %
and usage below 75 % (item pool size in `itm.sup`).
- Queues must not hold waiting requests; enlarge in each process's setup file. Objects running
too often: fix triggers/schedules, or add instances and priorities.
- Database: collisions under 250/s; entries under 80 % of max users (default 2K); max files
1,200. Set `-u` / `-f` in `database_start.cmd`; check with `ismdbg`.
**Debugging (5.5.2)**
- Enable debug/log per process in its setup file (`<process>.sup`, level 1–3, log size);
e.g. `alnmgr`, `eqp*` (`eqpfcx.sup`, `eqpmdc.sup`, or `eqpdbg` until restart), `hac`, `opc`
(PRINT statements to UMHLOG, on by default in `opc.sup`), `opxdac` (`opxsys.sup`),
`opxuac_mon`. Turn debug off afterwards (performance).
- Debug-mode launchers: `jwuipoi_debug` (operator interface), `jhmiset_debug` (Engineering
module), `jwuiged_debug` (Edit module), `fsuedit_debug` (Setup File Editor), `ftmoni_debug`
(Performance Monitor), `jwuitrd_debug` (Trend), `jwuiaan_debug` (ASPA),
`jtoolslic_debug` / `jtoolslicreq_debug` (license wizards).
- Debuggers: `dssxdb`, `dsschk`, `ismdbg` (DATABASE); `hisdbg`, `hasdbg` (HISTORY);
`itmdbg`, `ithdbg`, `ithrecover` (ITEM); `opxxdb` (ACCESS); `rptgen` interactive (REPORT);
`opcdbg` (PROCESS); `almdbg` (ALARM); `eqpdbg` (EQUIPMENT).
**Migration (5.6)**, e.g. from a demo-license system to the target system
1. Export master datasets with `dssqld -e`, using `.qli` filter files where needed
(`@SELECT`, the filter in single quotes, then `@<DATASET>`; optionally `@FIELDS`; verified
2026-09-30, see skill `system-management` task `export-dataset.md`): `AUTH_GROUP_DF`, `USER_DF`, `PRINTER_*_DF`,
`STATUS_DF`, `ALARM_ACK_DF`, `ALARM_AOI_DF`, communication `*_LINE_DF` / `*_STATION_DF` /
`*_POINT_DF`, `INSTALL_DF`, `UNIT_DF`, `ITEM_DF`, `HIS_GROUP_DF` (item storage groups
only), `CLASS_DF`, `OBJECT_DF`, `REPORT_DF`. Drop fields removed in the new release.
2. Re-apply setup file changes on the new system (setup file contents can change between releases).
3. Edit exports (e.g. node names in `PRINTER_TYPE_DF`, `*_LINE_DF`, `ITEM_DF`; set the
`COMPILE` flag to 1 in `CLASS_DF`), then import in dependency order:
template items → classes (compiled) → objects that create items → remaining items →
objects that create none. Check each `.qlo` listing for errors; reorder on relation errors.
4. History: copy `%TLS_HIS_PATH%` (except `has`) and `his_group.*` / `his_units.*` from
`%TLS_DAT_PATH%`; create the same item storage groups; `ithimport -g <group> -c <rename file>`;
`alhimport -i`. Alarm tag names cannot be renamed.