User Manual SMP Gateway Copyright Cooper Power Systems 2008, hardware, software and manual The information in this document is subject to change without notice. Cooper Power Systems Energy Automation Solutions 730 Commerciale St. Suite 200 Saint-J ean-Chrysostome (Quebec) Canada G6Z 2C5 Phone:+1.418.834.0009 Fax: +1.514.227.5256 Email:sales@cybectec.com Web Site:http://www.cybectec.com GUI-00316-00001 T, version 18 SMP Gateway User Manual i Contents 1 Welcome11.1 SMP Gateway Models ........................................................................................... 11.2 Related Documentation ......................................................................................... 21.3 Getting Assistance with Cybectec Products .......................................................... 31.4 Getting Started ....................................................................................................... 31.5 Document Overview .............................................................................................. 42 Principles of Operation72.1 Logical Architecture .............................................................................................. 72.1.1 Masters and Slaves .................................................................................. 72.1.2 Introducing the SMP Gateway in the Automation System ...................... 82.1.3 SMP Gateway Internals ........................................................................... 92.1.4 Communications Components ................................................................ 92.2 Configuring the SMP Gateway ............................................................................ 102.2.1 The Transparent SMP Gateway ............................................................ 112.2.2 Using the SMP Gateway as a Protocol Translator ................................ 132.2.3 Using the SMP Gateway as a Data Concentrator or Device Multiplexer ............................................................................................ 142.2.4 Using the SMP Gateway as a Communications Processor .................... 152.2.5 Putting it all Together ............................................................................ 162.2.6 Securing the Substation ......................................................................... 173 SMP Tools Overview194 SMP Manager214.1 Starting SMP Manager and Logging On ............................................................. 214.2 Main Window ...................................................................................................... 224.3 Adding an SMP Gateway .................................................................................... 224.4 Information Provided by the SMP Gateway Icon ................................................ 234.5 Customizing the Display ..................................................................................... 244.5.1 Adding or Removing a Column ............................................................ 25ii SMP Gateway User Manual 4.5.2 Changing the Position of a Column ...................................................... 255 Configuring the SMP Gateway275.1 Creating Master Protocol Instances ..................................................................... 285.1.1 Creating a Master Protocol Instance from a Template .......................... 295.1.2 Creating a Master Protocol Instance Manually ..................................... 305.1.3 Configuring the Master Protocol General Settings................................ 305.2 Configuring the Data Points ................................................................................ 315.2.1 Adding Data Points from a Protocol Template ..................................... 335.3 Creating a Template from a Master Protocol Instance ........................................ 335.4 Duplicating a Master Protocol Instance ............................................................... 345.5 Configuring the Communications Links ............................................................. 345.5.1 Configuring the Serial Port Interfaces ................................................... 345.5.2 Configuring the Operation of the Serial Ports ....................................... 365.5.3 Configuring TCP/IP Master Connections ............................................. 375.6 Associating a Master Protocol Instance with a Communications Link ............... 375.7 Testing the Configuration .................................................................................... 385.7.1 Validating and Saving the Configuration .............................................. 385.7.2 Sending the Configuration to the SMP Gateway .................................. 395.7.3 Retrieving an SMP Gateway Configuration File ................................... 405.8 Working with SMP Config .................................................................................. 405.8.1 Selecting Cells and Lines ...................................................................... 405.8.2 Duplicating a Line ................................................................................. 415.8.3 Copying a Value to a Group of Cells .................................................... 415.8.4 Resequencing a Group of Lines ............................................................ 425.8.5 Deleting an Item .................................................................................... 435.8.6 Using Tooltips ....................................................................................... 445.8.7 Searching and Replacing Points in a Configuration .............................. 446 Viewing the SMP Log Files476.1 Information Provided by SMP Log ..................................................................... 476.2 SMP Log Features ............................................................................................... 486.2.1 Searching in SMP Log .......................................................................... 486.2.2 Printing a Log ........................................................................................ 486.2.3 Saving a Log File .................................................................................. 486.2.4 Viewing Multiple Log Folders at Once ................................................. 496.2.5 Changing How Time Information is Displayed .................................... 49SMP Gateway User Manual iii 7 Viewing Protocol Exchanges in Real Time517.1 Information Provided by SMP Trace ................................................................... 517.2 SMP Trace Features ............................................................................................ 527.2.1 Searching in SMP Trace ........................................................................ 527.2.2 Printing Traces ...................................................................................... 537.2.3 Recording Live Traces .......................................................................... 537.2.4 Saving all the Scrolled Information ....................................................... 547.2.5 Changing How Time Information is Displayed .................................... 548 Viewing Communications Statistics in Real Time558.1 Information Provided by SMP Stats .................................................................... 568.2 SMP Stats Features .............................................................................................. 568.2.1 Resetting Statistics ................................................................................ 568.2.2 Printing Statistics .................................................................................. 578.2.3 Changing How Time Information is Displayed .................................... 579 Using a Web Browser to View Data in Real Time599.1 Connecting to the SMP Gateways Website ........................................................ 599.2 Navigating Through the SMP Gateways Website .............................................. 599.3 Applying a Filter to a Data Point Display ........................................................... 609.4 Acknowledging Data Point Value Changes ........................................................ 6110 Connecting the SMP Gateway to a Control Center6310.1 Creating Slave Protocol Instances ....................................................................... 6310.2 Configuring Slave Protocol Instances ................................................................. 6310.3 Subscribing to the Master Data Points ................................................................. 6410.4 Configuring the Data Points ................................................................................ 6610.5 Configuring the Communications Links ............................................................. 6610.5.1 Setting up a TCP/IP Slave Connection .................................................. 6610.6 Associating a Slave Protocol Instance with a Communications Link ................. 6610.7 Validating and Activating the Configuration ...................................................... 6710.8 Testing the Configuration .................................................................................... 6711 Using the Web Servers Commissioning Tool6911.1 Configuring an SMP Gateway for Commissioning ............................................. 6911.2 Activating the Commissioning Feature ............................................................... 7011.3 Opening a Commissioning Session ..................................................................... 71iv SMP Gateway User Manual 11.3.1 The Commissioning Tab ....................................................................... 7211.3.2 Forcing an Input Point ........................................................................... 7311.3.3 Un-Forcing an Input Point ..................................................................... 7311.3.4 Performing a Control Operation ............................................................ 7411.3.5 Closing the Commissioning Session ..................................................... 7511.4 Deactivating the Commissioning Feature ............................................................ 7512 Interconnecting SMP Gateways7712.1 Configuring the Slave SMP Gateway .................................................................. 7812.2 Configuring the Master SMP Gateway ................................................................ 8112.2.1 Updating the Interconnections Masters Data Point List ....................... 8312.3 Verifying the Interconnection Between the SMP Gateways ............................... 8413 Security8513.1 Meeting NERC CIP Requirements ...................................................................... 8513.2 Substation Network Security Considerations ...................................................... 8613.2.1 Setting Up a Secure Substation LAN .................................................... 8613.2.2 Using SMP Tools through a Substation LAN Firewall ......................... 8713.3 Extending the SMP Gateway Security Model ..................................................... 8913.4 Managing the Security Database of One or More SMP Gateways ...................... 8913.4.1 Getting Started ...................................................................................... 8913.4.2 Accessing the Login Information Dialog Box ....................................... 9013.4.3 Displaying an Appropriate Use Banner at Login .................................. 9013.4.4 Defining your Authentication Policy .................................................... 9113.4.5 Groups and Privileges ........................................................................... 9413.4.6 Editing User Groups and Privileges ...................................................... 9413.4.7 Managing User Groups and Privileges .................................................. 9613.4.8 Validating and Saving the Security Database ....................................... 9713.4.9 Sending the Security Database to One or More SMP Gateways ........... 9813.4.10 Retrieving the Security Database of an SMP Gateway ......................... 9913.4.11 Removing the Security Database from One or More SMP Gateways .................................................................................... 10013.4.12 Unlocking a User Account .................................................................. 10013.4.13 Viewing the Security Log ................................................................... 10113.5 File certification and integrity checking ............................................................ 10213.5.1 Detecting an integrity check failure .................................................... 10213.5.2 Recovering from an integrity failure ................................................... 10213.6 Using VPN Connections .................................................................................... 102SMP Gateway User Manual v 13.6.1 Manually Setting Up a VPN Connection ............................................ 10313.7 Configuring the Firewall ................................................................................... 10413.7.1 Creating the Firewall in SMP Config .................................................. 10413.7.2 Setting General Parameters ................................................................. 10513.7.3 Setting Firewall Rules ......................................................................... 10513.8 Locking Incoming RAS and Passthrough Connections ..................................... 10613.8.1 Locking or Unlocking All Incoming RAS Dialup Connections .......... 10713.8.2 Locking or Unlocking a Passthrough Connection ............................... 10814 Using Passthrough Connections10914.1 Principles of Operation ...................................................................................... 10914.2 Setting up Passthrough Connections ................................................................. 11114.2.1 Defining SMP Gateway Passthrough Settings .................................... 11114.2.2 Installing a Loopback Cable, if Necessary .......................................... 11214.2.3 Setting Up a List of Applications and Loopback Connections ............ 11314.3 Connecting to the Device .................................................................................. 11614.4 Testing the Passthrough Connection ................................................................. 11614.5 Deactivating the Passthrough Connection ......................................................... 11614.6 Using the Trace of Passthrough Connection Events .......................................... 11714.7 Changing How Time Information is Displayed in SMP Connect ..................... 11815 Retrieving Event Files From Devices11915.1 Defining System Folders ................................................................................... 11915.2 Configuring Master Protocols for Event File Retrieval ..................................... 12115.3 Retrieving files from another SMP Gateway ..................................................... 12216 Using the Annunciator Interface12516.1 Activating the Annunciator Option ................................................................... 12716.2 Setting Up the Annunciator ............................................................................... 12816.2.1 Configuring Alarm Inputs ................................................................... 12916.2.2 Setting Up the Alarms Page ................................................................ 13116.2.3 Setting Up the Blocked Page ............................................................... 13416.2.4 Setting Up the History Page ................................................................ 13516.2.5 Setting Up the System State Page ....................................................... 13716.2.6 Creating a User-Defined Readings Page ............................................. 14016.2.7 Selecting the Pages to Display ............................................................ 14716.2.8 Selecting the Page Displayed at Startup .............................................. 148vi SMP Gateway User Manual 16.2.9 Changing How Time Information is Displayed .................................. 14816.2.10 Setting Up an Alarm Buzzer ............................................................... 14916.2.11 Temporarily Deactivating the Annunciator ......................................... 14916.3 Setting Up the Touch Screen ............................................................................. 14916.3.1 Connecting the Touch Screen to the SMP Gateway............................ 14916.3.2 Setting Up a Screen Saver using SMP Config .................................... 15016.4 Uploading the Configuration to the SMP Gateway ........................................... 15016.5 Calibrating the Touch Screen ............................................................................ 15116.6 Using the SMP Gateways Annunciator ............................................................ 15116.6.1 Navigating Through the Different Pages ............................................. 15116.6.2 Managing Alarms ................................................................................ 15216.6.3 Blocking Alarm Inputs ........................................................................ 15416.6.4 Using the Single Alarm Display .......................................................... 15516.6.5 Using the History Log ......................................................................... 15516.6.6 Monitoring System Status ................................................................... 15716.6.7 Performing Control Operations From a Readings Page ...................... 15916.6.8 Using the Screen Saver ....................................................................... 16017 The SMP Gateways Automation Functions16317.1 The SMP Gateway Automation Functions Module ........................................... 16317.1.1 Adding an Automation Functions Instance ......................................... 16417.1.2 Defining an Automation Function ....................................................... 16517.1.3 Understanding Automation Functions Settings ................................... 16817.1.4 Using the Logic Processor................................................................... 16817.2 The Soft PLC ..................................................................................................... 17617.2.1 The CoDeSys Development Environment .......................................... 17617.2.2 Using CoDeSys to Create SMP Gateway Automation Scripts ............ 17718 Using Syslog with an SMP Gateway17818.1 Setting Up Syslog .............................................................................................. 17819 Redundancy18119.1 Redundant Group Operation .............................................................................. 18119.1.1 Redundant IEDs .................................................................................. 18219.1.2 Giving Priority to an SMP Gateway of the Group .............................. 18219.2 Grouping 2 SMP Gateways for Redundancy ..................................................... 18319.2.1 Setting Up a Redundancy Group Using SMP Manager ...................... 183SMP Gateway User Manual vii 19.2.2 SMP Managers Redundancy Column ................................................ 18719.3 Managing Redundancy ...................................................................................... 18819.3.1 Forcing an Active SMP Gateway to Fall On Standby ......................... 18819.3.2 Additional Failover Conditions ........................................................... 18919.3.3 Modifying the Redundancy Settings of an Existing Group ................. 18919.3.4 Ungrouping SMP Gateways ................................................................ 18919.3.5 Testing and Validating the Configuration ........................................... 18919.3.6 Monitoring Redundancy Status ........................................................... 19019.3.7 Testing a Redundant Network ............................................................. 19019.4 Hot Standby ....................................................................................................... 19119.5 Teaming NICs for Network Fault Tolerance (SMP 16 Only) ........................... 19220 Setting Up the SNMP Server19320.1 SNMP Traps ...................................................................................................... 19320.2 Configuring the SNMP Server .......................................................................... 19321 Time Adjustment19521.1 Monitoring Time Information ........................................................................... 19521.2 Setting SMP Gateways Internal Clock ............................................................. 19521.3 Automatic Clock Adjustment ............................................................................ 19621.3.1 About GPS, IRIG-B and SNTP ........................................................... 19721.3.2 Configuring the SMP 16 GPS Clock Option ....................................... 19821.3.3 Using IRIG-B for Internal Clocks Adjustment .................................. 19821.3.4 Setting Up the SMP Gateway as an SNTP Client ............................... 19921.3.5 Using a SCADA Protocols Time Adjustment Feature ....................... 20021.4 Using the SMP Gateway as a Time Source ....................................................... 20021.4.1 Configuring IRIG-B Time Distribution .............................................. 20121.4.2 Setting Up the SMP Gateway to Act as an SNTP Server .................... 20121.4.3 Adjusting Devices Clocks Using Master Protocols ............................. 20222 SMP Tools Remote Access to the SMP Gateway20322.1 Windows XP Setup Procedures ......................................................................... 20322.1.1 Setting Up a Dial-Up (Modem) Connection ....................................... 20322.1.2 Setting Up a Direct Serial Connection ................................................ 20622.2 Windows 2000 Setup Procedures ...................................................................... 20822.2.1 Setting Up a Dial-Up (Modem) Connection ....................................... 20922.2.2 Setting Up a Direct Serial Connection ................................................ 211viii SMP Gateway User Manual 23 Using a Dial-Up Connection for DNP3 or IEC 60870-5-10121523.1 Specifying which serial ports have modems ..................................................... 21623.2 Creating a modem pool ..................................................................................... 21623.3 Adding a modem to a modem pool ................................................................... 21723.4 Adding a modem pool master connection ......................................................... 21923.5 Adding a modem pool slave connection ............................................................ 21924 Updating SMP Gateways Software and Tools22124.1 Software Architecture of the SMP Gateway ..................................................... 22124.2 Updating the SMP Tools on the PC ................................................................... 22224.3 Updating the SMP Gateway Software ............................................................... 22224.3.1 Updating the SMP Gateway Firmware ............................................... 22224.3.2 Updating the SMP Gateway Application ............................................ 22424.3.3 Updating the Configuration File ......................................................... 22525 Activating a New License22625.1 Updating your License Information .................................................................. 22626 Miscellaneous SMP Tool Features22926.1 SMP Manager Features ..................................................................................... 22926.1.1 Modifying SMP Managers Settings ................................................... 22926.2 SMP Config Features ........................................................................................ 23026.3 System Data Points ............................................................................................ 23126.4 SMP Loader ....................................................................................................... 23426.4.1 Setting Up SMP Loader ...................................................................... 23526.4.2 Main Window ..................................................................................... 23626.4.3 Transferring Files to the SMP Gateway .............................................. 23726.4.4 Log File 23926.4.5 Updating Bootstraps Under Unusual Circumstances .......................... 23927 Telnet-Based Functions24127.1 Starting a Telnet Session ................................................................................... 24127.2 Firewall Manager .............................................................................................. 24127.2.1 R Command ........................................................................................ 24227.2.2 S Command ......................................................................................... 24227.2.3 H Command ........................................................................................ 24227.2.4 Q Command ........................................................................................ 243SMP Gateway User Manual ix 27.3 Time and Date ................................................................................................... 24327.4 Clock Manager .................................................................................................. 24327.4.1 D Command ........................................................................................ 24427.4.2 H Command ........................................................................................ 24427.4.3 Q Command ........................................................................................ 24427.5 Elo Touchscreen Driver Manager ...................................................................... 24428 Troubleshooting24728.1.1 Getting Additional Help ...................................................................... 24728.1.2 Creating an SMP Gateway Report File ............................................... 24828.1.3 Viewing an SMP Gateway Report File ............................................... 24928.2 Startup Problems ............................................................................................... 24928.2.1 No Configuration File ......................................................................... 24928.2.2 Protocols Failed ................................................................................... 25028.2.3 Critical Components Missing .............................................................. 25128.3 Communications Problems ................................................................................ 25128.3.1 Physical Layer ..................................................................................... 25228.3.2 Link Layer ........................................................................................... 25228.3.3 Protocol Layer ..................................................................................... 25228.4 Problems with Data Validity ............................................................................. 25328.5 Problems Executing a Control Operation .......................................................... 25328.6 Firewall-Related Problems ................................................................................ 254SMP Gateway User Manual xi Figures Figure 1 Master and slave systems ............................................................................................. 8Figure 2 The SMP Gateway as a Master-and-slave system ........................................................ 8Figure 3 The SMP Gateway real-time data exchange ................................................................. 9Figure 4 SMP Gateway communications components .............................................................. 10Figure 5 The transparent SMP Gateway ................................................................................... 12Figure 6 Additional SMP Gateway functions ........................................................................... 13Figure 7 The SMP Gateway protocol translator ........................................................................ 14Figure 8 The SMP Gateway data concentrator ......................................................................... 15Figure 9 The SMP Gateway as a communications processor ................................................... 16Figure 10 The substation SMP Gateway ..................................................................................... 17Figure 11 The SMP Gateway with a firewall .............................................................................. 18Figure 12 Using a passthrough connection ............................................................................... 110SMP Gateway User Manual 1 1Welcome Congratulations on acquiring your new SMP Gateway! You now have unlimited connectivity for all the equipment in your substation. In this manual, we will show you how to use the SMP Gateway to integrate existing and new RTUs, IEDs, PLCs and control centers into a single modern, homogeneous substation automation system. You will learn how to set up your SMP Gateway as a: Protocol Translator The SMP Gateway translates standard or proprietary device protocols to control center protocols such as DNP3, TEJ AS, IEC-60870-5-101/103/104 or IEC-61850 (UCA 2.0). Data Concentrator The SMP Gateway collects the data from all connected devices, regardless of protocol, and makes it available to control centers using LAN, WAN, modem or serial connections. Terminal Server The SMP Gateway supports centralized maintenance, monitoring and control of all devices by using the passthrough communications mode. Substation Communications Gateway The advanced capabilities of the SMP Gateway make it the ideal choice for any substation automation project. 1.1SMP Gateway Models There are currently 3 SMP Gateway models: The SMP 4 has 4 ports. It comes in a compact and economical format that allows it to be installed directly within relay protection enclosures. There is also an optional internal modem available, which allows the SMP 4 to communicate with a SCADA or device via a dialup connection. The SMP 16, which can be mounted in a 19-inch rack, comes in two versions, both of which have the same basic characteristics: The SMP 16/CP is a gateway that offers 16 RS-232/422/485 universal serial ports, 2 Ethernet ports and an integrated modem. 2 SMP Gateway User Manual The SMP 16/SG has, in addition, expansion slots where accessories and options can be added to make it an ideal communications gateway for all your automation projects. Both versions can also be equipped with the PM option, a new 1.1 GHz Pentium-M processor that improves the gateway's speed tenfold. This is ideal for high-capacity application or complex automation schemes. The manual applies to all models, and differences are indicated where applicable. Refer to your SMP Gateway installation guide for a detailed description of your particular SMP Gateway model. 1.2Related Documentation This manual provides you with the basic information you need to get started with your SMP Gateway. To reduce paper use, we have included the following related documentation on the CD-ROM you received with the product. Should you want printed documents, you can order them from Cooper Power Systems using reference number P-DPRN-0102. Your Documentation folder contains the following related documents: SMP 4-20 SMP 8-40 Installation Guide, GUI-00316-00027 T. This document gives you detailed instructions on installing and setting up the SMP 4-20 or SMP 8-40. SMP 4 Installation Guide, GUI-00316-00026 T. This document gives you detailed instructions on installing and setting up the SMP 4. SMP 16 Installation Guide, GUI-00316-00032 T. This document gives you detailed instructions on installing and setting up the SMP 16/CP or the SMP 16/SG. SIOM Adding Serial Ports to Your SMP, AUT-00123-00432 T. This document describes how to add serial ports to an SMP 4-20 or SMP 8-40. SMP 16 GPS Clock Option Installation Guide AUT-00316-0047-T. This document describes how to install the wiring and setup the software if you have the GPS clock option for the SMP 16. Master Protocol Common Concepts. This document describes the concepts and settings common to the protocols used by most substation devices. Separate documents describe the protocol-specific settings. SMP 4 Diagnostics Reference Guide, GUI-00316-00040 T. This document takes you through the steps required to run diagnostic tests on the SMP 4. SMP 16 Diagnostics Reference Guide, GUI-00316-00036 T. This document takes you through the steps required to run diagnostic tests on the SMP 16. SMP 4-20 SMP 8-40 Diagnostics Reference Guide, GUI-00316-00024 T. This document takes you through the steps required to run diagnostic tests on the SMP 4-20 or SMP 8-40. SMP Gateway User Manual 3 1.3Getting Assistance with Cybectec Products If you haveany questions regarding the performance, application, testing or repair of this or any other component of theCybectec product line, do not hesitate to contact us. Our staff will behappy to assist you. Cybectec Technical Support Cooper Power Systems Energy Automation Solutions 730 CommercialeStreet, Suite200 Saint-J ean-Chrysostome, Quebec Canada G6Z 2C5 Email: support@cybectec.comPhone:+1.418.834.0009 Fax: +1.514.227.5256 You can reach us between 8 a.m. and 5 p.m. EST. For emergency service on weekends and holidays, simply leave your name and phonenumber on our pager at +1.418.260.6000. Wewill get back to you as soon as possible. 1.4Getting Started When you receive your SMP Gateway, you have to go through several steps before you can perform the tasks described in this document. Namely, you have to do the following: Unpack the SMP Gateway. Install the SMP Gateway. Set-up the SMP Gateway. Install the PC software. Make the SMP Tools aware of your new SMP Gateway. Load the SMP Gateway firmware. All of these steps are explained in detail in the following documents: SMP 4-20 SMP 8-40 Installation Guide, GUI-00316-00027 T SMP 4 Installation Guide, GUI-00316-00026 T.SMP 16 Installation Guide, GUI-00316-00032 T. Make sure you have performed all the steps described in those documents before proceeding with the material explained in the present document. 4 SMP Gateway User Manual 1.5Document Overview Once you have performed all the steps explained in your SMP Gateway installation guide, you are ready to perform the following tasks, as described in this user manual: Configure your SMP Gateway so that it can communicate with your devices: Define the hardware. Configure the master protocol instances that will communicate with your substation devices. Configure the data points. Set-up the communications links between the SMP Gateway and the substation devices. Associate master protocol instances with communications links. Validate, activate and test your configuration. View the following information in real time: The SMP Gateway log files. Protocol exchanges. Communications statistics. Data points, using a Web browser. Configure your SMP Gateway so that it can communicate with one or more control centers: Configure a slave protocol instance for each control center. Have each control center subscribe to the data points. Associate slave protocol instances with communications links. You will also become familiar with the following SMP Gateway features: Security. Passthrough connections. DFR and event file processing. Automation functions. Annunciator.. Redundancy. SNMP exporting. Time synchronization. SMP Gateway access through a direct or dial-up connection. SMP Gateway access through a dial-up connection for DNP3 and IEC 60870-5-101 protocols. Commissioning tool. SMP Gateway User Manual 5 You will also learn how to update the SMP Gateway software and tools, and to troubleshoot any problems you may encounter with your SMP Gateway. SMP Gateway User Manual 7 2Principles of Operation Electrical power utilities face a number of challenges when attempting to automate their substations. They have legacy devices that they want to continue using. They want to integrate new devices. They may want to add one or more control centers. They may want to use a local HMI in order to keep a close watch on all events that occur in the substation. There are a number of problems to contend with: connectivity, protocol incompatibilities, interoperability problems, security considerations, logistics for migration, downtime, and not the least of which, total project cost. The SMP Gateway has been specifically designed to address all these issues. It is the ideal product to ensure a smooth, safe and cost-effective approach to substation modernization. Indeed, you can use a step-by-step approach. You decide which steps to take, in which order, and when. 2.1Logical Architecture The SMP Gateway is designed to meet all the requirements for power substation automation. It has an open architecture that allows you to easily add new protocols, devices, local area networks, wide area networks, and control centers. In this section, we will describe the logical architecture of the SMP Gateway and we will see how it implements all the functions required of a substation gateway. 2.1.1Masters and Slaves A typical automation system consists of a SCADA system, located in a control center, which is connected to devices located in the substation. The SCADA regularly polls the devices in order to retrieve device readings and statuses. The operator uses the SCADA system to perform control functions on selected devices. Since it is the control system that initiates data acquisition and control, it is considered to be the master system. Since the substation device responds to data acquisition and control requests, it is considered the slave system. 8 SMP Gateway User Manual SCADADEVICEMASTERSLAVE Figure 1Master and slave systems 2.1.2Introducing the SMP Gateway in the Automation System When an SMP Gateway is introduced in the automation system, it has to act as both a slave and a master. The SCADA system interrogates the gateway as if it were a substation device. The gateway is thus a slave to the SCADA. However, since the gateway is connected to the substation devices, it must also be able to perform the functions of a master, such as polling for data and sending control requests. SCADADEVICEMASTERSLAVEMASTERSLAVE Figure 2The SMP Gateway as a Master-and-slave system SMP Gateway User Manual 9 2.1.3SMP Gateway Internals The SMP Gateway's internal architecture is based on a series of software components called protocol components. Slave protocol components implement all the functions necessary to process requests received from a SCADA or control center. Master protocol components implement the functions necessary to poll devices and send control requests. Cooper Power Systems provides components for most standard protocols, such as DNP3, MODBUS, IEC-60870-5-101/103/104 and IEC 61850, as well as a large number of proprietary protocols such as SEL, ABB TEN BYTE, Motorola MDAC, and more. The master protocol component polls the device and stores the data that it retrieves in an internal database, called the Real-Time Data Exchange (RTDX). The RTDX is much more than a simple data store. Besides storing the current value of all the device data points, it also stores the different types of information than can be provided by a substation device, such as the quality and timestamp of the data. It also stores information such as device tags used for control functions. REAL-TIMEDATA EXCHANGESLAVEPROTOCOLMASTERPROTOCOLSCADADEVICE Figure 3The SMP Gateway real-time data exchange 2.1.4Communications Components SMP Gateway protocol components process the messages exchanged among the control centers and the devices. However, these messages can be transmitted using various communications methods. For instance, the MODBUS protocol can be used on a TCP/IP network or on an RS-232 serial link. 10 SMP Gateway User Manual SMP Gateway communications components implement all the functions required to communicate with a device or control center using a variety of communications technologies. Cooper Power Systems provides communications components for asynchronous serial ports, RS-232, RS-422, RS-485, TCP/IP and modems. REAL-TIMEDATA EXCHANGESLAVEPROTOCOLCOMPONENTMASTERPROTOCOLCOMPONENTSLAVECOMMUNICATIONCOMPONENTMASTERCOMMUNICATIONCOMPONENTSCADADEVICE Figure 4SMP Gateway communications components 2.2Configuring the SMP Gateway The SMP Gateway configuration process consists of establishing the relationships among the internal components, and providing the specific settings for each of these components. This task is SMP Gateway User Manual 11 greatly simplified by Cybectec SMP Tools family of software programs. These Windows-based programs help you configure your SMP Gateway and identify and correct any problems. The configuration process consists of the following steps: Identifying the SMP Gateway model and the installed options. Creating a master protocol component for each device that is connected to the SMP Gateway. Defining all the data points in the device. Defining the communications link to be used to connect the device to the SMP Gateway. Creating a slave protocol component for each SCADA or control center. Defining the data points that the SMP Gateway will report to the SCADA. Defining the communications link to be used to connect to the SCADA. Adding a firewall and optionally a security server that supports corporate network users. Thus, the configuration settings define the functions that the SMP Gateway performs. These settings are stored in a file that you load onto the gateway. The flexibility of the SMP Gateway architecture is the basis of Cooper Power Systems step-by-step substation modernization strategy. In the following sections, we will show you how you can configure the SMP Gateway to perform all the functions required of a substation gateway. 2.2.1The Transparent SMP Gateway As a first step in a substation automation project, you can easily set up the SMP Gateway to act as a transparent interface between the SCADA and a substation device. The following diagram illustrates how you can do this using the MODBUS protocol. 12 SMP Gateway User Manual REAL-TIMEDATA EXCHANGEMODBUSSLAVEMODBUSMASTERRS-232CONNECTIONRS-232CONNECTIONSCADADEVICE Figure 5The transparent SMP Gateway In this configuration, the master component polls the device and stores the values in the RTDX. The slave component processes the SCADA polling requests and sends the values provided by the device. There is not much use for a transparent gateway. However, it contains much more than the components that we described previously. Simply by adding the SMP Gateway to the substation, you now have access to the following advanced functions: Centralized automation functions, using the built-in Automation functions or the IEC 61131-3 Soft PLC logic processor. Real-time data display, using the built-in web server. Transparent access to devices, using the passthrough server, for local or remote IED maintenance. SMP Gateway User Manual 13 SNMP support to monitor communications status. Sophisticated HMI, interactive diagrams, data logging and reporting, using Cooper Power Systems Visual Substation software. Sophisticated Windows tools for remote or local maintenance. A sophisticated security server to support corporate network users. Even more important, the transparent SMP Gateway is the first step in integrating new substation devices to your existing SCADA and automation system. REAL-TIMEDATA EXCHANGEMODBUSSLAVEMODBUSMASTERRS-232CONNECTIONRS-232CONNECTIONWEBSERVERIEC 1131SOFT PLCPASSTHRUVISUALSUBSTATIONSNMPSCADAINTERNETEXPLORERVISUALSUBSTATIONHMIDEVICESTATS LOGS TRACESMAINTENANCETOOLS Figure 6Additional SMP Gateway functions 2.2.2Using the SMP Gateway as a Protocol Translator As we saw in the last section, the SMP Gateway is transparent when the master and slave protocols are the same. When you configure different master and slave protocols, the SMP Gateway becomes a protocol translator. Since you can independently configure the communications links for the master and slave components, you can easily use the SMP Gateway to integrate legacy serial devices in a modern network environment. Similarly, you can connect modern IEDs to a legacy control center. 14 SMP Gateway User Manual REAL-TIMEDATA EXCHANGEDNP3SLAVEMODBUSMASTERTCP/IPCONNECTIONRS-232CONNECTIONSCADADEVICE Figure 7The SMP Gateway protocol translator 2.2.3Using the SMP Gateway as a Data Concentrator or Device Multiplexer The SMP Gateway architecture is designed to simultaneously support any number of master components. Each component has its own communications link and its own protocol. All the data retrieved from the devices is stored in the RTDX, where it becomes available to the SCADA. Using the SMP Gateway as a data concentrator is a simple matter of configuration, and it provides a highly efficient means of adding new devices to an existing automation system. The SCADA system has no knowledge of the new devices; it only sees new data points. SMP Gateway User Manual 15 REAL-TIMEDATA EXCHANGEDNP3SLAVEMODBUSMASTERTCP/IPCONNECTIONRS-232CONNECTIONSELMASTERRS-232CONNECTIONSCADADEVICE DEVICE Figure 8The SMP Gateway data concentrator 2.2.4Using the SMP Gateway as a Communications Processor The SMP Gateway architecture supports any number of slave components. Each component has its own communications link, and all the device data can be sent to any number of SCADA and control centers, each with its own protocol. Using the SMP Gateway, sending data to a new control center is a simple matter of configuration. 16 SMP Gateway User Manual REAL-TIMEDATA EXCHANGEMODBUSSLAVEMODBUSMASTERRS-232CONNECTIONRS-232CONNECTIONDNP3SLAVETCP/IPCONNECTIONSCADAMAINTENANCECENTERDEVICE Figure 9The SMP Gateway as a communications processor 2.2.5Putting it all Together The SMP Gateways sophisticated architecture allows it to integrate existing and new RTUs, IEDs, PLCs and control centers into a single homogeneous substation automation system. It provides you with a complete solution for automating new substations and modernizing legacy systems. SMP Gateway User Manual 17 REAL-TIMEDATA EXCHANGEMODBUSSLAVEMODBUSMASTERRS-232CONNECTIONRS-232CONNECTIONWEBSERVERIEC 1131SOFT PLCPASSTHRUVISUALSUBSTATIONSNMPSCADAINTERNETEXPLORERVISUALSUBSTATIONHMIDEVICEDNP3SLAVESELMASTERTCP/IPCONNECTIONRS-232CONNECTIONSCADADEVICESTATS LOGS TRACESMAINTENANCETOOLSLOCAL HMITOUCH SCREEN Figure 10The substation SMP Gateway 2.2.6Securing the Substation Widespread data access within the SMP Gateway can become an important security risk if it is compromised, but it can also become a security asset. This is why SMP Gateways are ready for NERC CIP-002-1 to CIP-009-1 Cyber Security Standards. The gateway provides a single point of access to all substation data. The security features of the SMP Gateway allow you to protect the substation devices (see Figure 11). If you activate the security features within your substation SMP Gateway, you will be able to: comply with authentication and authorization policies; set up a firewall to protect from substation LAN security breaches; monitor and lock out remote connections. File integrity check is also periodically performed on the SMP Gateway files. The access inside the firewall protection has additional layers of protection, so that only a few users of your choice will have the possibility to modify parameters inside the substation. 18 SMP Gateway User Manual REAL-TIMEDATA EXCHANGEMODBUSSLAVEMODBUSMASTERRS-232CONNECTIONRS-232CONNECTIONHARD-WIRECONNECTIONHARD-WIRECONNECTIONWEBSERVERIEC 1131SOFT PLCPASSTHRUVISUALSUBSTATIONSNMPSCADAINTERNET EXPLORERVISUALSUBSTATIONHMIDEVICEDNP3SLAVESELMASTERTCP/IPCONNECTIONRS-232CONNECTIONSCADADEVICEHARD-WIRECONNECTIONSTATS LOGS TRACESMAINTENANCETOOLSFIREWALL PROTECTIONSPECIFIC IP ADDRESS OPEN PORTVPN VPNVPN Figure 11The SMP Gateway with a firewall In the following chapters, we will learn how to configure the SMP Gateway to perform these functions. SMP Gateway User Manual 19 3SMP Tools Overview To assist you with the tasks you will want to perform with the SMP Gateway s in your organization, we have provided you with our suite of SMP Tools. The SMP Tools are Microsoft Windows-based programs that make it easy for you to configure the SMP Gateway and perform maintenance functions. They run on a PC, are simple to use, and provide advanced features that allow you to rapidly configure all the devices and communications links in your substation. They can be used locally or remotely through a LAN, WAN or VPN. When security is activated, users must log in before they can use any function. The Cybectec SMP Tools include the following applications: SMP Manager Manages all the SMP Gateways in your organization. It displays the state of each gateway, manages their configuration files and local security database, allows you to group two gateways together to achieve redundancy, and is used to invoke the configuration and maintenance tools for any gateway to which it is connected. From SMP Manager, you can also start Internet Explorer to view the data points, logs and traces in real time, and you can start a Telnet session in order to set-up certain advanced features such as dial-up access or IRIG-B signal output type. SMP Config Used to configure the SMP Gateway. It has a spreadsheet-like grid that you use to specify the devices and control centers connected to the gateway, their protocols, their communications links and their data points. Advanced editing functions make it easy for you to enter the data points. Template editing allows you to pre-define standard devices with standard data points, thereby reducing labor intensity and the possibility of errors. 61850 Config Used to configure the IEC 61850 and UCA 2.0 protocols on the SMP Gateway. SMP Log Used to browse through and manage the log files maintained by the SMP Gateway. All significant events are logged, including local and remote control events, system failures, special protocol events, and so on. SMP Stats Used to browse through and manage a large variety of dynamically updated statistics, ranging from full communications statistics for each link to the processor load for each protocol component. 20 SMP Gateway User Manual SMP Trace Used to browse through the real-time traces generated by the SMP Gateway. SMP Trace can display detailed traces of all protocol and communications link activity. Traces are displayed in both hexadecimal and application protocol format. The tracing functions are similar to those usually provided by protocol analyzers, with the notable exception that they can be used remotely at any time on any SMP Gateway and that they decode information at the application level. As such, they constitute an excellent commissioning or debugging tool. SMP Connect Used to establish passthrough connections with any IED connected to an SMP Gateway, for the purpose of doing remote configuration and maintenance of IEDs using manufacturer-provided software. SMP Loader Used with the SMP 4-20 and SMP 8-40 to load new versions of most of the SMP Gateway firmware components, and with the SMP 4, SMP 16/CP and SMP 16/SG, to load the secondary bootstrap program. Refer to Appendix A and to your SMP Gateway installation guide for details on using SMP Loader. Event Translator. Used to convert Cybectec event files to the COMTRADE format. The next chapter will discuss how to create a list of SMP Gateways with SMP Manager, and will then explain how to do a complete configuration of your SMP Gateway using SMP Config. SMP Gateway User Manual 21 4SMP Manager SMP Manager is the doorway to your SMP Gateways. It runs on your PC, as do all the tools you launch through SMP Manager. You are already familiar with the application, since you added your new gateway to the list of SMP Gateways managed by SMP Manager when you installed your SMP Gateway. This section goes over a few of the points that were covered in your SMP Gateway installation guide, and provides additional information. 4.1Starting SMP Manager and Logging On To start SMP Manager: On the Windows taskbar, click Start. Point to Programs, then Cybectec, and then SMP Tools. In the SMP Tools menu, click SMP Manager. The SMP Manager main screen appears, followed by the Login Information dialog box. If security has already been configured, enter valid credentials. Click OK to close the dialog box. 22 SMP Gateway User Manual 4.2Main Window The following figure shows a typical SMP Manager window. As illustrated, the main window displays information such as: The list of SMP Gateways and the tools that are currently running for each gateway in the list. The current status of each SMP Gateway in the list (started, failed, safe mode, max safe mode, on standby, and various intermediate states). The SMP Gateway model: SMP 4-20, SMP 8-40, SMP 4, SMP 16/CP or SMP 16/SG. The IP address and redundancy status of any SMP Gateways you have grouped together for the purpose of redundancy. This information is available only if your license supports redundancy. This column is not available by default. Whether the SMP Gateway's built-in firewall is active and whether VPN is connected or disconnected. This information is available only if your version of the SMP Gateway software supports the SMP Gateways security features. The firewall information is not available by default You can choose which columns you want to display and their order of appearance, with a right click on the column header. 4.3Adding an SMP Gateway Creating a list of the SMP Gateways you want to monitor is easy. Proceed as follows for each gateway you want to add to the list: From SMP Managers File menu, click Add SMP Gateway to add your SMP Gateway to the list. The Gateway Properties dialog box appears. SMP Gateway User Manual 23 Type the name by which you want to identify your SMP Gateway in Gateway Name. The Configuration file is the file that will be opened by default in SMP Config. If you change its name afterwards through the File menu, you must come back to this dialog box and change the name in the Configuration File text box, so it opens the right file at startup. In the First Address box, type the IP address of the first Ethernet port. You can also type the address of the second Ethernet port in the Second Address box, although it is not necessary to do so. If the SMP Gateway cannot be directly accessed through the network, but requires a dialup connection, select the The gateway is connected over a remote dial-up checkbox to prevent SMP Manager from polling the gateway for its status. Click Add. The SMP Gateway gets added to the list, and SMP Manager automatically detects the gateway model and in the case of an SMP 4, whether an internal modem is installed. 4.4Information Provided by the SMP Gateway Icon The SMP Gateway icon, which is displayed beside each gateway name, provides additional information about the SMP Gateway. The following table gives the meaning of each icon: IconDescription A device with two red LEDs. SMP Manager is unable to establish a connection with the gateway. A device with flashing yellow and green LEDs. SMP Manager is connected to the gateway. A blank page. A file (configuration file, new software, etc.) has been modified and will be activated 24 SMP Gateway User Manual IconDescription when the gateway is restarted. A lined page and a pencil. A report is currently in progress. The report file provides detailed information about the gateway. You should, therefore, send an SMP Gateway report file with any request for technical support. A device, flashing yellow and green LEDs and a yellow telephone. SMP Manager is connected to the gateway via remote dialup. A device and a telephone, grayed. The gateway is configured for remote dialup but not currently connected to SMP Manager. A device, red LEDs and a yellow telephone. SMP Manager is unable to establish a connection with the gateway over the remote dialup connection. 4.5Customizing the Display You can customize the display in theSMP Manager window to suit your needs. You can choose which columns you want to display, and the order in which you want them to appear. ColumnDescription GatewayThe list of SMP Gateways and, if you request it, the tools that are currently running for each gateway in the list. IP AddressThe IP address of any SMP Gateways you have grouped together in SMP Manager. This column is not available by default.StatusThe current status of each SMP Gateway in the list (started, failed, safe mode, max safe mode, on standby, and various intermediate states). PlatformThe SMP Gateway model: SMP 4-20, SMP 8-40, SMP 4, SMP 16/CP or SMP 16/SG. FirewallWhether the SMP Gateway's built-in firewall is active. This information is available only if your version of the SMP Gateway software supports the SMP Gateways security features. VPNIndicates if the SMP Gateway is connected to SMP Manager using VPN or not. GroupThis column shows the virtual address given to the redundancy group. If the address is modified, the new address will appear beside the old one, separated by an arrow. Upon the next reboot, the device will be grouped under the new address only. SecurityThis column shows whether the security is activated or not, if it is global or local, and how recent it is. SMP Gateway User Manual 25 4.5.1Adding or Removing a Column To toggle between displaying a column and removing it from the display: Right-click any column heading. In the shortcut menu, locate the column you are interested in. Put or remove a checkmark to add or remove the column to or from the display. 4.5.2Changing the Position of a Column To change the order of a column in the display: Click the column heading of the column you want to relocate. Drag the heading to the target location. SMP Gateway User Manual 27 5Configuring the SMP Gateway As we saw under Principles of Operation, you have to configure the SMP Gateway before you can use it. For this, you use SMP Config to define the characteristics of your SMP Gateway and the functions it has to perform. The configuration is stored in a file that is then loaded onto the SMP, where it is stored in non-volatile flash memory. Using SMP Config, you will perform the following configuration steps: For an SMP 4-20, an SMP 8-40 or an SMP 16/SG, define the hardware options installed. Create a master protocol instance for each device to be supported. Define each data point on each device. Configure the communications link to be used to connect to each device. Create a slave protocol instance for each SCADA or control center. Configure the communications link to be used to connect to the SCADA. Map the device data points to SCADA data points. You will then use SMP Manager to send the configuration file to the SMP. Note: There can only be one instance of SMP Config running at any given time. If you launch the tool for a given SMP Gateway and then launch it again for a second SMP Gateway, SMP Config will prompt you to save any changes you have made, close the configuration file of the first gateway, and then open the configuration file of the second gateway. To create a configuration file for your SMP Gateway, proceed as follows: Start SMP Manager. In SMP Managers application window, select your SMP Gateway. 28 SMP Gateway User Manual In the Tools menu, click SMP Config to start the application. The SMP Config display includes 3 panes. The left pane is a tree structure of all the configuration topics. The top right pane displays the settings for the topic you have selected in the left pane. The bottom right pane appears when your request that the configuration be validated; it displays error and warning messages.The gateway name is the name you assigned when you added the SMP Gateway in SMP Manager. The configuration file name on the title bar was also assigned when you added the SMP Gateway in SMP Manager. If you open the Master Protocols and Slave Protocols branches, you will see that the tree structure offers you a fixed set of protocols. These are the protocols currently supported by your product license. 5.1Creating Master Protocol Instances You need to add a master protocol instance for each device you want to access with your SMP Gateway (see Figure 2). Even if a number of devices share a multidrop link, each of them requires its own master protocol instance. Each device is a slave, so the gateway acts as a master when communicating with the device, which is why it requires a master protocol instance. There are two ways to add the master protocol instance: You can use a template, which eases the task of configuring the master protocol instance, by automatically entering the points list for the device. SMP Config provides templates for a number of common substation devices. SMP Gateway User Manual 29 If no template is available, you will need to enter the points list. If you are configuring a number of devices of the same type, you can save the first device configuration as a template that you will then use to configure the other devices. Once you have added a master protocol instance and entered its data points (manually or via a template), you can click a particular data point type in the left pane and see the list of data points and their settings in the right pane, as shown next. 5.1.1Creating a Master Protocol Instance from a Template To add a master protocol instance from a template: In the left pane, open the Master Protocols branch, to display the list of master protocols provided under your product license. In the left pane, click the protocol for which you want to add an instance. The list of all defined master protocol instances appears in the right pane. In the Tools menu, click New Instance From Template. Choose the appropriate template, and click Open. In the dialog box, enter: The name of the new instance. The device prefix. The device prefix is a string that identifies the device and is used as a prefix for all of its data point names. The prefix ensures that every name in the system is unique. An explanation of the usage of prefixes is provided under Configuring the Master Protocol General Settings, in the next sections. The new instance appears in the left pane. If you open its tree structure and click the various physical data point types, all the data points supported by the device will be displayed in the right pane. 30 SMP Gateway User Manual 5.1.2Creating a Master Protocol Instance Manually To add a master protocol instance manually: In the left pane, open the Master Protocols branch, to display the list of master protocols provided under your product license. In the left pane, click the protocol for which you want to add an instance. The list of all defined master protocol instances appears in the right pane. In the right pane, type the name of the new instance at the end of the list of names, and press the Tab key on your keyboard. The new protocol instance is added in the left pane, under the protocol type you had selected. If you expand its tree branch and click an item, the corresponding protocol settings will be displayed in the right pane. Note that if you click a physical data point type in the left pane, the right pane will display an empty row since you will have to add the physical data points manually. 5.1.3Configuring the Master Protocol General Settings All master protocol components share common settings that define how they interact with a device. The following procedure describes how to enter these settings. If you created the protocol instance from a template, the general settings have been defined for you. However, you should verify the settings to make sure they match your device configuration, and you should familiarize yourself with the naming conventions discussed in this section. In the left pane, click General to display the list of general settings for the selected protocol. In the right pane, type a Device Prefix. The string you enter will be used as a prefix for all the I/O point names of the device. It is mandatory for each instance of a protocol. It is used to distinguish data point names that are on the same device type, but on multiple physical devices. The device prefix ensures that every data point name in the system is unique. Device prefixes are described in the following section, Adding Data Points from a Protocol Template. Device prefix and naming conventions A typical substation automation project requires the configuration of thousands of data points. You can significantly reduce the effort by carefully planning how to name devices and data points. Cybectec tools provide additional functionality if the names of data points are based on some type of convention. For our engineering projects, we use a naming convention such as the following:A data source name, such as the substation name: MAPLE, CEDAR. A voltage level: 220 or 25. A device name: L1 to indicate a line, T1 to indicate a transformer, F1 to indicate a feeder, BUS for a bus bar. A signal name: V_phsA_mag to indicate the phase A voltage magnitude, A_phsA_mag to indicate the phase A current magnitude, Pos_st to indicate the status of a breaker or a line switch. SMP Gateway User Manual 31 With such a convention, a data point called CEDAR_220_BUS_V_phsA_mag clearly indicates the voltage magnitude of phase A on the 220 kV bus of the CEDAR substation. A data point called MAPLE_025_F1_Pos_st indicates the status of the breaker switch of feeder 1 at the MAPLE substation. Still in the General settings, enter the scanning settings. For instance, to configure a MODBUS master protocol, you would provide settings such as the following: A Device Address, typically 1. A MODBUS Type, typically RTU Serial. A Scan Interval, typically 1000 ms. A complete description of all settings is provided in the document entitled Master Protocol Common Concepts. Protocol-specific settings are described in individual documents, such as DNP3 Master Protocol. 5.1.3.1Accessing Protocol-Specific Documentation There are Cooper Power Systems documents available, to which you can refer for details on the settings of the currently supported protocols. To access the documents, proceed as follows: Click Start, on the Windows taskbar. Point to All Programs, then Cybectec, then SMP Tools, and then Documentation. In the Documentation menu, click Protocols. The list of available documents is displayed in an explorer window. Click the document you want to read. In the File menu of the explorer window, click Open with Acrobat. Your Adobe Acrobat program starts up and displays the document in a window. 5.2Configuring the Data Points Once you have provided the general settings of the protocol component, you then enter all the data points on the device. If you created the protocol instance from a template, all the data points have already been added; however, we suggest you read this section for your information. Protocol components typically support physical and logical data points of the following types: Analog inputs Binary inputs Analog outputs 32 SMP Gateway User Manual Binary outputs A physical data point represents a real-life value, implemented on an external device. You need to identify all the device data points, either manually or using a device template. A logical data point is a value managed by the SMP Gateway. These data points are built-in and cannot be modified, but they can be disabled. Analog inputs are measured values. The system keeps 2 values for each analog measurement obtained: a raw value, which is usually the value retrieved from the device, and a calculated value expressed in engineering units, obtained using the following standard formula: Engineering value= Raw ValueXScaling Factor+ Offset Binary inputs represent the state of a data point. The state is either ON or OFF. Analog and binary outputs are typically initiated by a slave component, which sends a control request originating from a control center, to the master component involved. When you create a data point, you specify the type of data and you indicate how the SMP Gateway will retrieve it. General properties such as name, type and units, are independent of the type of device or protocol used. Protocol-specific properties indicate how the SMP Gateway will retrieve the data from the device. Each protocol uses its particular form of addressing, such as index values or data offsets.For example, to add a data point for a MODBUS device: Click the appropriate branch under the protocol instance.In the right pane, type the name of the data point and fill in all the appropriate settings. For instance, to define an analog input you would provide the following settings: The name of the data point, such as BUS_VA. SMP Config will automatically add the device prefix to this name, thereby generating the full name of the data point. The input source, such as Input Registers.The input format, such as Unsigned Integer. The input size, such as 16 or 32 bits. The word offset in the MODBUS device memory. The scaling information required to convert the raw value to engineering units.The Units and Description strings used to provide meaningful data displays. A complete description of all settings is provided in the document entitled Master Protocol Common Concepts. Protocol-specific settings are described in individual documents, such as Modicon Modbus Master Protocol. A complete description of system data points can be found in the section entitled System Data Points on page 231 of this manual. To access the various protocol documents: Click Start, on the Windows taskbar. Point to Programs, then Cybectec, then SMP Tools, and then Documentation. In the Documentation menu, click Protocols. SMP Gateway User Manual 33 5.2.1Adding Data Points from a Protocol Template Protocol templates can also be used to add points to a protocol component. For instance, you could use a template to add the data points provided by an optional device feature. You can do this by retrieving the data points from a protocol template. To do this: In the left pane, click the protocol instance to which you want to add the data points.In the Tools menu, click New Points from Template. A standard Windows Open dialog box appears. In the Templates folder for the protocol type you selected, choose the .tpl file you want to use, and click Open. A dialog box appears, prompting you for the optional prefix and suffix to be added to every new data point name. The upper portion of the dialog box provides information about the open template file, while the lower portion shows warning and error messages. Specify a prefix and a suffix, if applicable. The new data points now appear in their respective categories under the selected protocol instance, and their names contain the specified prefix and suffix. Note that the prefix and suffix are not applied to logical data points, and that the logical data points are reset every time you add data points from a protocol template. You should, therefore, configure these data points once you have completed the list of physical data points. 5.3Creating a Template from a Master Protocol Instance You can create a template of a master protocol instance, which you can retrieve later in order to quickly generate new protocol instances. To create the template: In the File menu, click Save As Template.Choose the Templates folder in which you want to store the template, type a significant name for the template file, and click Save. Note that a template file can contain only one protocol instance. So if you want to create templates for several protocol instances, create a new configuration for each one and save individual templates. 34 SMP Gateway User Manual 5.4Duplicating a Master Protocol Instance Once you have created a master protocol instance and configured its data points, you may want to generate one or more additional instances with the same general and data point settings. A quick way to accomplish this is by duplicating the master protocol instance. To do this: In the left pane, click the protocol instance you want to duplicate. In the Tools menu, click Duplicate. A dialog box appears, prompting you for the instance name and device prefix, as shown in the following. Type the name and prefix of the protocol instance, and click OK. The new protocol instance now appears in the left pane. 5.5Configuring the Communications Links A protocol component communicates with a device or control center using one of the following: a serial link, a modem or a TCP/IP network. The configuration of a communications component is completely independent of the protocol used. Before you connect a device to the SMP Gateway, you have to choose and configure its communications links. 5.5.1Configuring the Serial Port Interfaces Depending on the options you choose in the hardware configuration, you can configure the SMP Gateway serial ports to support RS-232, RS-422 or RS-485 communication. Click Serial Ports in the left pane, to display all the available ports.SMP Gateway User Manual 35 For each port, choose the type of interface to be used. Most substation devices typically use either Asynchronous RS-232 or Asynchronous RS-422/485. If you are using a serial port for a touch screen, select ELO Touchscreen. Serial port naming conventions The SMP 16 provides 16 serial ports, identified as A01 through A16. It also has a modem port labeled Modem, which has a Modem Asynchronous interface. The SMP 16/SG can also house up to 2 additional serial ports boards, which will be identified as B01 to B16 and D01 to D16. The SMP 4 and SMP 4-20 both provide 4 built-in serial ports. These ports are identified as COM1 Board A through COM4 Board A. The SMP 4 also provides a built-in console serial port. This port is identified as Built-in Console 1 Board A. This feature allows you to use the Console port as a standard serial port. If the SMP 4 has an internal modem, then it provides 3 built-in serial ports and 1 built-in modem port. These ports are also identified as COM1 Board A through COM4 Board A; however, the Interface column in the right pane indicates that the interface for COM4 Board A is Modem Asynchronous. The SMP 8-40 provides 4 additional ports named COM1 Board B through COM4 Board B. The SMP 4-20 and SMP 8-40 SIOM use IPack modules to provide additional ports in groups of 8. The ports in the first group are called IPack_A1 Board A through IPack_A8 Board A. The ports in the second group are called IPack_B1 Board A through IPack_B8 Board A. The SMP 8-40 supports two additional groups of ports called IPack_A1 Board B throughIPack_A8 Board B and IPack_B1 Board B to IPack_B8 Board B. The purpose of each interface is given in the following table: InterfaceDescription Asynchronous RS-232 Use this value to indicate that the serial port is dedicated to establishing a standard asynchronous RS-232 connection. Asynchronous RS-422/485 Use this value to indicate that the serial port is dedicated to establishing an asynchronous RS-422 or RS-485 connection. Modem Asynchronous This value indicates that the port is used for modem asynchronous communication. The value is automatically assigned to the Modem port of an SMP 16 and to the COM4 Board A port of an SMP 4 equipped with an internal modem. RAS (remote access server) Use this value to indicate that the serial port is configured to accept incoming direct serial connections. This type of connection allows you to use the SMP Tools as if you were connected to the SMP Gateway via a normal network connection. By default, the console port is always configured for RAS. Refer to the SMP 4 Installation Guide, GUI-00316-00026 T, or to the SMP 16 Installation Guide, GUI-00316-00032 T, for instructions on setting up a RAS IP address pool. Then refer to Erreur ! Rsultat incorrect pour une table., page 203, in the present manual, for the step-by-step installation procedure. 36 SMP Gateway User Manual InterfaceDescription Constraint for the SMP 4-20 and the SMP 8-40: An SMP 4-20/SMP 8-40 CPU board can support up to 4 different bit rates for the serial ports located on the front panel. This means that if you specify that the console serial port is configured for RAS, only 3 other bit rates will be available for the remaining 4 serial ports on Board A and that if all the other Board A serial ports are used, 2 of the 5 serial ports must have the same bit rate. Note that if you set the console serial port to Reserved and you do, in fact, accept incoming direct serial connections on the console serial port as well as on the 4 remaining serial ports, the SMP Gateway application will disable the console port connection. This constraint obviously does not apply to Board B, since it has 4 serial ports and there are 4 bit rates available. Redundancy Use this value to indicate that the serial port is reserved for connecting2 SMP Gateways together as a redundancy group. See Grouping 2 SMP Gateways for Redundancy, page 183. ELO Touchscreen Use this value to indicate that the touch input information of an Elo touch screen will be transmitted to the SMP Gateway using a serial cable, through this serial port. Radio Use this value to indicate that a radio will be connected to this serial port. Reserved Use this value to indicate that the serial port is reserved for purposes other than those stated previously. 5.5.2Configuring the Operation of the Serial Ports Each serial port needs to be configured with the appropriate settings for the connected device. In the left pane, open the Connections branch to display all the supported connection types. Click Asynchronous Serial Ports to display the list of available ports. Note that if you choose Redundancy as the interface for a serial port, this port will not appear in the list of Asynchronous Serial Ports, as it will be reserved for connecting the2 SMP Gateways that will be grouped together. In the right pane, enter the settings for the selected serial ports. The required settings are usually provided in the device manufacturers reference manual: If you are using RS-485 2-wire communication, choose RS-485. If you are using RS-485 4-wire communication, choose RS-422. Choose the device communications settings: baud rate, byte size, parity and number of stop bits, such as 9600 baud, 8 bits, no parity, and 1 stop bit. Choose the device hardware handshaking mode: If the link type is RS-232, most devices do not use handshaking, so you should keep the default values: RTS to Always On, DTR to Always On, and CTS to Ignore. If the link type is RS-422, set RTS to Always On. You shouldnt have any problem if you keep the other default values: DTR to Always On, and CTS to Ignore. SMP Gateway User Manual 37 If the link type is RS-485, set RTS to TX Request. You shouldnt have any problem if you keep the other default values: DTR to Always On, and CTS to Ignore. If you are using RS-422 or RS-485 communication, specify whether or not you will be using line terminators. Refer to your SMP Gateway installation guide for a discussion of termination resistors. 5.5.3Configuring TCP/IP Master Connections TCP/IP connections are most often used by slave components to connect to control centers. However, an increasing number of modern IEDs can be connected to a substation LAN using a TCP/IP connection. To configure a TCP/IP connection for a master protocol component: In the left pane, click Connections, and then on TCP/IP Masters, to display the list of defined connections. In the right pane, enter the settings for the new TCP/IP connection in an empty row of the grid: Provide a significant name for the connection If you are setting up an SMP 8-40, specify whether you will be using board A or board B to interface with the network. Enter the IP address of the device. Enter the TCP port number of the device. This information is provided by the device manufacturer. 5.6Associating a Master Protocol Instance with a Communications Link In the preceding steps, you configured a master protocol component and a communications component. Now, you have to associate the protocol component with the communications component. 38 SMP Gateway User Manual To associate a master protocol instance with a communications link: In the left pane, click Connection Usage. In the right pane, for each master protocol instance under Master Connection Usage, select the checkbox under the appropriate connection instance. Note: If you have several devices that share a multidrop link, each device must have a different device address.5.7Testing the Configuration Since the configuration of an SMP Gateway offers so many features, SMP Config tests and validates the configuration files before you load it onto the gateway. Before going any further, you should make sure your configuration is error-free. Then, you will send it to the gateway in order to test it in a real-life situation. 5.7.1Validating and Saving the Configuration To validate the configuration: In the Validate menu, click Validate All. If your configuration contains any errors, messages will appear in the Messages pane, as shown next. Correct any errors and repeat the process until the configuration is error-free. SMP Gateway User Manual 39 To save the configuration on your computer: In the File menu, click Save. Note: You cannot save a configuration file that contains errors. This feature is intended to prevent you from inadvertently loading an invalid configuration file onto an SMP Gateway. However, you can save your configuration file if the Messages pane displays warnings only. 5.7.2Sending the Configuration to the SMP Gateway Once the configuration file is valid, you can send it to the SMP Gateway. To do this: Click your SMP Gateway in the SMP Manager application window. In the Update menu, click Send Configuration File and choose your configuration file, which has been saved in the location you specified in the Gateway Properties dialog box. After sending the file to the SMP Gateway, SMP Manager informs you that you have to restart your SMP Gateway for the new application to go into effect. In the Restart Gateway dialog box, choose Shutdown and Restart to have the SMP Gateway restart in normal mode. All restarts are automatically logged in the SMP Gateways internal log file. You can type a comment to indicate why you restarted the SMP Gateway. This comment will be added to the event log. 40 SMP Gateway User Manual The SMP Gateway will go through a series of startup steps, which will be displayed in the Status column of your SMP Gateway. When startup is complete, if your configuration file is correct, the Status column will show Started, to indicate that the gateway has started normally. If your configuration file is incorrect, the Status column will indicate that there is a problem. There are a number of conditions that can prevent the SMP Gateway from activating a configuration. For instance, the hardware settings may not match the actual physical configuration of the SMP Gateway. If the gateway does not start up normally, turn to Troubleshooting, page 247. Now that you have a working configuration file with all the master data points, you can use the other SMP Tools and Internet Explorer to see what is going on with the SMP Gateway and with the connected device. 5.7.3Retrieving an SMP Gateway Configuration File When you are about to send a configuration file to an SMP Gateway, as described previously, you should first retrieve the old configuration file from the SMP Gateway and store it on your PC. This will not be necessary when you first configure your SMP Gateway, but on subsequent updates, it becomes an important precaution to take. Proceed as follows: Select the SMP Gateway in the list. In the Update menu, click Get Configuration File. In the Configuration Download dialog box, SMP Manager displays the available configuration files. The current configuration file is identified by the .par suffix, while the previous configuration file is identified by .old. You might also see files with the extension .txt and .ait. Choose the .old file, and click the OK button. In the Save As dialog box, specify the name and path where the configuration file is to be stored. The name of the configuration file on the SMP Gateway is used as the default name. 5.8Working with SMP Config There are many time-saving features you can use to enter data in an SMP Config grid. These features are presented next. 5.8.1Selecting Cells and Lines To select one or several cells: Click the single cell you wish to select. To select several cells, hold down the CTRL key while clicking the cells. To select part of a column or part of a row, click the first cell, hold down SHI FT and click the last cell you wish to select. SMP Gateway User Manual 41 To select a column or a row: Click the header of the line you want to select. To select several rows or columns, hold down the CTRL key while clicking their header. To select a group of rows or columns in a sequential order, select the header of the first one, hold down the SHI FT key and select the last one. 5.8.2Duplicating a Line Proceed as follows to duplicate a line: Click the header of the line you want to duplicate. In the Edit menu, click Duplicate Line. The line is duplicated after the last line in the display. In the following example, we clicked on a line and clicked the Duplicate Line command twice, so the line appears twice at the bottom of the list.

5.8.3Copying a Value to a Group of Cells The Change Selection command of the Edit menu allows you to copy a value from a particular cell, to one or more lines selected within the same column. To copy a value to one or more selected cells: Click the cell to which you want to copy a value. If you are selecting more than one cell, use the CTRL key or theSHI FT key on your keyboard, as per standard Windows procedure. In the Edit menu, click Select Cells. This makes the cells turn gray, as shown next.

42 SMP Gateway User Manual Click in the cell that contains the value you want to copy. In the example, we clicked in the CI_01 Scale cell.

In the Edit menu, click Change Selection. The value is copied to the selected cells.

To deselect the cells, click Clear Selection in the Edit menu. Note: If you have selected a group of cells and would like to add other cells to the group: Select the desired cells using the CTRL key or theSHI FT key on your keyboard, per the standard Windows procedure. In the Edit menu, click Add to selection. 5.8.4Resequencing a Group of Lines Some settings are sequenced, within a given column. You may decide to remove data points, in which case you will need to remove gaps in the numbering sequence. While resequencing all the entries manually would be quite tedious, the Resequence Selection command of the Edit menu makes it easy. In the following example, the line with Index no. 7 has been deleted. All subsequent index numbers are now incorrect. SMP Gateway User Manual 43 To correct the problem, proceed as follows: Click the cell with Index no. 8. Hold down theSHI FT key of your keyboard and click the last cell in the column. In the Edit menu, click Select Cells. The cells turn gray. In the Edit menu, click Resequence Selection. A dialog box appears, in which you must specify the starting sequence number (7) and the increment (1). The result is shown next.

To deselect the cells, click Clear Selection in the Edit menu. 5.8.5Deleting an Item To delete a line in a grid: In the right pane, click the header of the line you want to delete. 44 SMP Gateway User Manual Press the Del key on your keyboard, and confirm your intention of deleting the row. The item disappears from the grid. To delete a protocol instance: In the left pane, click the protocol type. The list of instances of this protocol type appears in the right pane. In the right pane, click the protocol instance you want to delete. Press the Del key on your keyboard, and confirm your intention of deleting the row. The protocol instance disappears from both panes. To delete a serial port connection: By their very nature, serial port connections cannot be deleted in the same way. To delete a serial port connection, you have to reserve the corresponding serial port for another usage: In the left pane, click Serial Ports. In the right pane, choose Reserved in the Interface list of the serial port. 5.8.6Using Tooltips SMP Config provides context tooltips. These tooltips are not displayed on the status bar but rather appear when you point with the mouse to a cell in any grid. This type of tooltip normally displays the editing criteria for the field. For example, it may tell you that the value must fall between 10 and 1000, that the default value is 500 ms, that the field is mandatory if a certain other field is selected, and so on. So they will assist you in editing grids. Here is a sample tooltip:

This feature is a great tim