Upon completion of this course, you will be able to:

• Understand InBatch software components
• Define and configure a process plant model in InBatch
• Define and track material consumption and production
• Create recipes and simulate their execution against a process model
• Schedule and run batches
• Record and report batch events and production data
• Connect InBatch to field I/O
• Integrate InBatch with InTouch (tag-based)
• Integrate InBatch with System Platform (object-based)
• Configure InBatch security
• Use InBatch graphics to construct a custom Operator interface in InTouch

Individuals who need to configure or modify Batch Management (formerly Wonderware InBatch) applications.

Knowledge of the following tools, features and technologies is required:

• For all students:

• • Manufacturing industry concepts
  • Concept of a batch process
  • Networking for configuring InBatch OS-based security
    
    
• For integration of InBatch with InTouch tag-based applications:

• • Creating an InTouch application
  • Tags
  • Creating Windows in InTouch
  • Access Names
  • ArchestrA symbols
  • Importing objects
  • NET controls

• For integration of InBatch with InTouch for System Platform applications:

• • Creating an InTouch application
  • Creating Windows in InTouch
  • ArchestrA symbols
  • NET controls
  • PLC

Module 1 – Introduction 

Section 1 – Course Introduction 

• This section describes the objectives of the course, intended audience, prerequisites, and course agenda. 

Section 2 – Batch Management Overview 

• This section describes the software and explains the fundamentals of batch systems, processes, and process modeling.
• It also describes the software configuration and runtime editors, as well as the directory structure, application maintenance, and configuration utility. 

Section 3 – Installation Tips, Software Components, and System Requirements 

• This section describes the system requirements for the software, discusses the software components, and describes the new licensing system.
• It also describes Batch Event Logger and Batch Alarm logging and discusses support for TLS 1.2 and System Platform 2020. 

Section 4 – Architecture and Licensing 

• This section introduces the software’s typical system configurations, with and without System Platform, and the database structure, including development and runtime tables. 
• It provides a brief review of license requirements and explains how to add SQL connections for events/alarms to a topology diagram. 

Module 2 – The Environment Display 

Section 1 – Environment Manager Overview 

• This section describes the three components of the Environment Display: Editor, Manager, and Database. 

Section 2 – Environment Manager Operation 

• This section explains how to add, modify, and remove applications from the Environment Editor.
• It also describes how to manage runtime applications, modify system and application parameters, and update system databases.  

Module 3 – Process Modeling 

Section 1 – Process Modeling 

• This section discusses process modeling.
• It explains units, connections, the connectionless model, and segments.
• It describes the high-level models and exclusions, using a process diagram to explain the hot sauce process used in the labs. 

Section 2 – Process Model Editor 

• This section discusses the features and functionality of the Process Model Editor. 

Section 3 – Equipment Status 

• This section defines equipment status and explains its uses and how to add it. 

Section 4 – Classes 

• This section describes how to group units into process classes, add unit attributes, and group connections into transfer classes. 

Section 5 – Phases 

• This section describes the types of phases and explains when to add process and transfer phases. 

Section 6 – Enumeration 

• This section explains how to create an enumeration alphanumeric display associated with a process variable in the back system. 

Section 7 – Units of Measure 

• This section explains how to define units of measure that can later be assigned to process variable formula parameters. 

Section 8 – Tags and Parameters for Phases 

• This section discusses control and status tags for automatic and semi-automatic phases, automatic and manual creation of process tags, and the name and type parameters.
• It also discusses parameter tags; unit, connection, and segment tags; unit control and state tags; and system and system class tags. 

Section 9 – Interlock and Control Buttons 

• This section explains how to create interlocks to prevent the start of a particular phase based on a set of conditions. 
• It also describes how to create control buttons that will be operated from the batch control system screen. 

Section 10 – Model Validation and Database Synchronisation  

• This section describes how to validate a process model and synchronise the runtime database and the configuration database. 

Module 4 – Trains 

Section 1 – Use and Definition of Trains 

• This section explains the usefulness and functionality of trains, defines trains and how to use the proper equipment for the specified criteria, and discusses how to add trains using Train Editor. 

Module 5 – Materials 

Section 1 – Materials and Characteristics 

• This section discusses the types of material used in the Materials Editor interface to add raw materials inputs and outputs.
• It also identifies the characteristics to distinguish materials from each another. 

Section 2 – Assigning Materials and Receiving Materials 

• This section explains how to assign materials to units, use the Material Location Assignment Editor, and receive materials manually. 

Module 6 – Recipes 

Section 1 – Recipes and the Recipe Editor 

• This section defines the parts of a recipe, including unit procedures, operations, and phases. 
• It describes the recipe components, including equipment requirements, formula inputs, and formula outputs.
• It also discusses the master recipe as a template and describes branch options and phase options, including parameters, instructions, and documents. 

Section 2 – Recipe Validation and Approval 

• This section describes the concept of validating and approving a recipe and approving a recipe for production. 

Module 7 – Batch Management 

Section 1 – Batch Scheduling 

• This section explains batch management.
• It describes how to start the service; schedule batches in auto, semi-auto, and manual modes; initialise batches; and run batches in order. 

Section 2 – Batch Display Operation 

• This section describes the Schedule dialog box, batch control, and the batch messages window.
• It explains how to work with phase parameters, switch batch execution modes, and use Jump mode.
• It also explains how to change recipe formulation at runtime (phase parameter editor) and use the save control recipe function. 

Module 8 – Advanced Topics on Recipes and Batches 

Section 1 – Manual Phases 

• This section describes how to design manual phases in Recipe Editor and work with manual phases in Batch Display. 

Section 2 – Equipment Availability and Allocations 

• This section discusses equipment availability, as well as allocation and release, including Automatic, Recipe, and Manual. 

Section 3 – Equipment Instances in Recipes 

• This section describes the functionality and use of process and transfer instances in a recipe. 

Section 4 – Recipe Transitions and Loopbacks 

• This section explains how to use transitions, the Execute One branch, and loopbacks. 

Section 5 – Batch Synchronisation at Restart 

• This section explains how to configure the system for restart in case of downtime. 
• It discusses equipment allocation, restarting batches, and control system synchronisation. 

Module 9 – History and Reporting 

Section 1 – History System 

• This section discusses the History Server, history settings, and how information is stored and archived. 

Section 2 – Process Logger System 

• This section describes how to edit a process logger configuration. It discusses the Log Manager, the process logger configuration file, how to define process logger groups and add Log Manager to the environment, as well as how to assign the log configuration from the Log Manager. 

Section 3 – Reporting System 

• This section describes how to explore the reporting system components.
• It describes the different report types: Summary of all reports and Batch Journal EOB. It discusses the Batch Management Reports website, explaining how to run an on-demand report and view a scheduled report.
• It also discusses the Batch Management Reports Administration website, explaining how to configure and schedule reports.
• It also explains how to add a report to a phase. 

Module 10 – Batch Management Data Connections 

Section 1 – Overview 

• This section explains the connection to the control system using an IBCli application and describes the function of IBCli and Tag Linker. 

Section 2 – Batch Management Connection to Control Systems Using IBCLI 

• This section describes how to configure access names and IBCli for Device Integration servers.
• It explains how to configure tag options, including filtering, access names, item names, scaling, export, and data type.
• It also explains how to import and export tags. 

Module 11 – Security System 

Section 1 – Batch Management Security System Overview 

• This section discusses the available security types and the differences between them. 
• It explains how to create meaningful roles (operator, supervisor, and so on), add members to roles, create and assign operator station access to users and groups, and grant recipe access to users and groups.
• It describes how to secure applications and functions, using roles with Done by and Check by options. 

Section 2 – Batch Management Security Using Operating System 

• This section defines OS security. It explains the basic workflow with security roles, the operator station, user and group accounts, and applications functions. 

Module 12 – Batch Management Integration with InTouch 

Section 1 – Batch Management Data in InTouch 

• This section explains client types for tag configuration export.
• It describes the remote referencing method to browse and use Batch Management tags in an InTouch application. 

Module 13 – Batch Management GUI Controls 

Section 1 – Introduction 

• This section explores the GUI, .NET, and Web Client controls. 

Section 2 – Batch Management Web Client 

• This section provides an overview of the web client. 
• It discusses the Security Enabled prerequisite and explains how to use the web client feature. 

Section 3 – Batch Management .NET GUI Controls Used in InTouch  

• This section discusses the GUI controls used in InTouch and describes how to configure them. 

Section 4 – Batch Management .NET GUI Controls Used in Operations Management Interface  

• This section explains how to convert .NET GUI controls to the Operations Management Interface application.
• It explains the steps to use the Operations Management Interface application to create the user interface for Batch Management.
• It also describes how to use unit-centric batch management in the Operations Management Interface, as an alternative to using Batch Management .NET GUI controls.  

Module 14 – Batch Management Integration with System Platform 

Section 1 – Connecting Batch Management to a Galaxy 

• This section explains how to import the Batch Management model into the IDE and connect Batch Management to the Galaxy using the IBMX application. 
• It discusses the IDE/IEE Extension for the IDE, the templates and application objects, and how to use the Import Batch Management Model Utility to generate the model in the IDE.