Industrial Control and Installation  ·  Level 6
Installation And Maintanance
Chapter 3: Program SCADA system
📚 14 Topics

Industrial control systems in Kenya increasingly rely on programmable logic controllers (PLCs) and supervisory control and data acquisition (SCADA) software to automate and monitor complex industrial processes. Programming these systems requires specialized software that interfaces with the PLC hardware to create, test, and deploy control logic. This chapter focuses on the installation procedures and practical considerations for common PLC programming software used in industrial control and installation, providing professionals with the necessary skills to set up and manage these tools effectively.

3.1 Installation of PLC programming software

Installing PLC programming software is a critical initial step for industrial control technicians and engineers to develop and maintain control systems. In Kenya’s industrial sector, familiarity with various programming environments such as RS Logix, Logosoft, Gx Works, Step 5 - Micro Win, and Step 7 - Simatic Manager is essential due to their widespread use across manufacturing, water treatment, and energy production facilities. Proper installation ensures compatibility with hardware, stable operation, and access to manufacturer updates and support. Each software package has unique installation requirements and system dependencies that must be carefully followed to avoid configuration errors that could lead to downtime or safety risks.

3.1.1 RS Logix

Overview and Purpose

RS Logix is a software suite developed by Rockwell Automation used primarily for programming Allen-Bradley PLCs. It supports ladder logic, structured text, and function block diagram programming languages, enabling complex industrial automation projects.

  • Designed for Allen-Bradley ControlLogix and CompactLogix PLC families, RS Logix is integral for process automation in food processing plants and manufacturing lines.
  • It provides a graphical user interface that simplifies the development and debugging of control logic.
  • Integration with other Rockwell Automation tools enables seamless project management and device configuration.
  • Used widely in Kenyan agro-processing cooperatives for automating packaging lines.
  • Supports real-time monitoring and diagnostics, aiding maintenance teams in minimizing downtime.

System Requirements and Compatibility

Before installation, verifying system compatibility is crucial to ensure stable software operation.

  • Requires Windows 10 or later operating system with 64-bit architecture for optimal performance.
  • Minimum 8GB RAM recommended to handle larger projects and simulations.
  • At least 10GB of free disk space for software and project files.
  • USB or Ethernet ports necessary for PLC communication.
  • Compatible with Allen-Bradley PLC firmware versions specified in the software manual.

Installation Procedure

Follow these steps to install RS Logix correctly:

  1. Obtain the official RS Logix installation media or download from Rockwell Automation’s website with a valid license.
  2. Run the setup executable file as an administrator to avoid permission issues.
  3. Accept the software license agreement after reading the terms carefully.
  4. Choose the installation directory, preferably on a local drive with sufficient space.
  5. Select the components to install, including programming tools, device drivers, and documentation.
  6. Complete the installation and restart the computer to apply changes.
  7. Connect the PC to the PLC using the appropriate communication cable and verify connectivity via RS Logix.

Post-Installation Configuration and Updates

After installation, configure the software for your specific environment:

  • Register the software using the provided license key to enable full features.
  • Configure communication drivers matching the connected PLC model.
  • Update the software to the latest version using Rockwell Automation’s update manager to access bug fixes and new features.
  • Set project directories and backup options to safeguard work.
  • Train operators and maintenance personnel on basic navigation and troubleshooting within RS Logix.

3.1.2 Logosoft

Introduction to Logosoft Software

Logosoft is Siemens’ programming environment designed for their LOGO! series of PLCs, commonly used in smaller industrial applications and educational settings in Kenya.

  • Focuses on simple, modular logic programming suitable for HVAC control and small machine automation.
  • Provides an intuitive drag-and-drop interface ideal for technicians new to PLC programming.
  • Supports simulation for offline testing of control logic.
  • Enables fast deployment in retail businesses automating lighting and climate control.
  • Compatible with LOGO! 8 and later hardware versions.

Hardware and Software Requirements

Ensuring the correct setup environment avoids installation failures:

  • Compatible with Windows 7, 8, and 10 operating systems, both 32-bit and 64-bit.
  • Minimum 2GB RAM and 2GB free disk space needed.
  • USB port required for direct PLC connection via programming cable.
  • Internet connection recommended for downloading updates and license activation.
  • Supported LOGO! PLCs must have firmware version matching the software version.

Step-by-Step Installation

Methodical installation guarantees software readiness:

  1. Download the latest Logosoft installer from Siemens’ official website or use provided installation media.
  2. Execute the setup program with administrative privileges.
  3. Follow the on-screen prompts to accept license terms and select installation location.
  4. Choose installation type (typical or custom) based on user requirements.
  5. Complete installation and restart the computer if prompted.
  6. Connect the LOGO! PLC to the computer via the USB programming cable.
  7. Launch Logosoft and configure the communication settings to detect the PLC.

Troubleshooting Common Installation Issues

Address typical problems encountered during setup:

  • Driver conflicts: Uninstall previous Siemens drivers before fresh installation.
  • Communication errors: Verify cable connections and select the correct COM port.
  • License activation failures: Ensure internet connectivity and verify license key validity.
  • Software crashes: Run the installer in compatibility mode for older Windows versions.
  • Insufficient permissions: Always install software as an administrator.

3.1.3 Gx Works

Purpose and Capabilities of Gx Works

Gx Works is Mitsubishi Electric’s integrated programming software supporting MELSEC PLCs, widely used in Kenyan manufacturing and packaging industries.

  • Supports multiple programming languages including ladder, structured text, and instruction list.
  • Provides advanced debugging and simulation tools for efficient development.
  • Integrates with Mitsubishi’s HMI and motion control products for comprehensive automation.
  • Enables remote monitoring and control when combined with Mitsubishi’s network modules.
  • Facilitates project version control and team collaboration.

System Prerequisites

Confirm system readiness before installation:

  • Windows 10 64-bit operating system recommended.
  • Minimum 4GB RAM and 5GB available disk space.
  • USB or Ethernet ports for PLC communication.
  • .NET Framework and other dependencies installed automatically or manually.
  • Compatible with MELSEC iQ-R and iQ-F series PLCs.

Installation Process

Install Gx Works in a controlled manner:

  1. Download the Gx Works installer from Mitsubishi Electric’s official support portal.
  2. Run the installer with elevated privileges.
  3. Read and accept the licensing agreement.
  4. Select the components to install, including programming, simulation, and communication drivers.
  5. Specify the installation directory.
  6. Complete the installation and reboot the system.
  7. Connect the PLC device and configure communication parameters in Gx Works.

Post-Installation Setup

Optimize the software environment:

  • Register the software license to unlock full functionality.
  • Update to the latest software patches.
  • Configure default project templates and libraries.
  • Set up user preferences such as editor fonts and interface language.
  • Train staff on project backup and version management features.

3.1.4 Step 5 - Micro Win

Overview of Step 5 - Micro Win

Step 5 - Micro Win is Siemens’ legacy PLC programming software targeting the S7-200 series, still in use in Kenyan water treatment and small-scale manufacturing plants.

  • Provides ladder logic programming with simple interface.
  • Supports program simulation and online diagnostics.
  • Suitable for compact PLCs with limited memory.
  • Enables fast program downloads via serial or USB interfaces.
  • Often used in educational institutions for PLC training.

System Specifications

Check system compatibility:

  • Windows XP, 7, or 10 operating systems supported.
  • Minimum 1GB RAM and 1GB free disk space.
  • USB or serial RS232 port for PLC connection.
  • Compatible with S7-200 PLC firmware versions.
  • Requires .NET Framework 2.0 or higher.

Installation Instructions

Follow these steps for successful setup:

  1. Obtain the Step 5 - Micro Win installation package from Siemens or authorized distributors.
  2. Run the setup executable with administrator privileges.
  3. Accept the license agreement.
  4. Choose default or custom installation options.
  5. Complete installation and restart the PC if required.
  6. Connect the S7-200 PLC with the appropriate cable.
  7. Configure communication settings within the software.

Maintenance and Updates

Maintain software reliability:

  • Periodically check for Siemens updates to improve stability.
  • Backup project files regularly to prevent data loss.
  • Verify communication drivers are current.
  • Document any software changes for audit purposes.
  • Train operators on basic troubleshooting.

3.1.5 Step 7 - Simatic Manager

Introduction to Step 7 - Simatic Manager

Step 7 - Simatic Manager is Siemens’ flagship PLC programming software used for S7-300 and S7-400 series, prevalent in Kenyan industrial plants, including food processing and packaging sectors.

  • Offers comprehensive programming environments including ladder, statement list, and function block diagram.
  • Integrates with Siemens’ WinCC SCADA for visualization.
  • Supports hardware configuration, diagnostics, and online monitoring.
  • Enables multi-user project access with version control.
  • Used in critical infrastructure for process automation and safety interlocks.

Hardware and Software Requirements

Confirm prerequisites:

  • Windows 7 or later with 64-bit support.
  • Minimum 8GB RAM and 20GB free disk space.
  • USB, Ethernet, or MPI/Profibus interface cards for PLC connection.
  • Compatible with S7-300/400 firmware versions.
  • Requires Microsoft Visual C++ redistributables.

Installation Procedure

Detailed steps to install:

  1. Obtain Step 7 installation media or download from Siemens’ secured portal.
  2. Run the installer as administrator.
  3. Accept license terms.
  4. Select full or custom installation including programming, hardware configuration, and diagnostics.
  5. Specify installation path.
  6. Complete setup and reboot if prompted.
  7. Configure communication interfaces within Simatic Manager.

Configuration and Licensing

Ensure operational readiness:

  • Activate software licenses using Siemens licensing tool.
  • Set up project directories and backup schedules.
  • Install necessary device drivers for communication protocols.
  • Update to latest version via Siemens update manager.
  • Train technical staff on project management and debugging tools.

3.1.6 TIA Portal Assignments

Overview of TIA Portal

Totally Integrated Automation (TIA) Portal is Siemens’ unified engineering framework integrating PLC programming, HMI design, and network configuration into a single platform. It is widely adopted in Kenyan industries seeking streamlined project workflows.

  • Supports programming of S7-1200 and S7-1500 PLCs.
  • Integrates diagnostics and commissioning tools for faster deployment.
  • Enables multi-disciplinary engineering collaboration.
  • Facilitates scalable automation solutions from small machines to complex plants.
  • Simplifies software updates and hardware expansions.

Assignment Creation and Management

Effective project handling within TIA Portal:

  • Create new projects by defining hardware and software components.
  • Use device configuration to select PLC models and network modules.
  • Develop control logic using ladder, function block, or structured text editors.
  • Assign HMI screens and configure communication protocols.
  • Save and archive project versions systematically.

Importing and Exporting Projects

Data exchange procedures:

  • Export projects for backup or transfer to other engineering stations.
  • Import existing projects to continue development or maintenance.
  • Use standardized file formats to ensure compatibility.
  • Manage project dependencies and libraries during import/export.
  • Verify project integrity after import to avoid corruption.

Troubleshooting and Optimization

Maintaining project quality:

  • Use built-in diagnostics to identify programming errors.
  • Optimize scan cycles to improve PLC performance.
  • Monitor communication status for network issues.
  • Apply software patches and updates regularly.
  • Document changes and maintain version control rigorously.

Practice Questions

  1. Describe the step-by-step installation process for RS Logix software and explain why each step is important. (10 marks)
  2. List and explain five system requirements for installing Logosoft software on a Windows PC. (10 marks)
  3. Explain the key differences in installation procedures between Gx Works and Step 5 - Micro Win software. (10 marks)
  4. Outline the procedure to configure communication settings in Step 7 - Simatic Manager after installation. (10 marks)
  5. Discuss how TIA Portal facilitates project management and collaboration in industrial automation projects. (10 marks)
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🔒3.2 Configuration of PLC software and hardware

In industrial control and installation in Kenya, configuring Programmable Logic Controllers (PLCs) correctly is critical for ensuring reliable automation and control of processes. PLCs form the backbone of SCADA systems in sectors such as manufacturing, water…

🔒3.3 Flow diagrams

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🔒3.4 PLC programming languages

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🔒3.5 Creation of PLC, I/O schedules

In industrial control and installation projects, especially in Kenyan manufacturing plants, water treatment facilities, and agro-processing industries, the creation of accurate PLC and I/O schedules is fundamental. These schedules serve as the blueprint for pr…

🔒3.6 PLC programming

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🔒3.7 Simulation of PLC program

Simulation of a Programmable Logic Controller (PLC) program is an essential step for industrial control professionals in Kenya to ensure the logic and control sequences function correctly before deployment on actual plant equipment. This practice is critical i…

🔒3.8 Troubleshoot PLC program faults

Troubleshooting PLC program faults is a critical skill for industrial control and installation professionals in Kenya to maintain uninterrupted operations in sectors such as manufacturing, energy, and water supply. Faults in PLC systems can lead to production…

🔒3.9 Reconfiguration of PLC Programming Software

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🔒3.10 PLC Operation Modes

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🔒3.11 Establishment of PLC communication

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🔒3.12 Clearance of PLC memory

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🔒3.13 Downloading of PLC program to PLC hardware

In the Kenyan industrial control sector, downloading the PLC program to the physical PLC hardware is a critical step linking software development to actual machine control. Proper execution ensures that the logic designed in the programming environment is accu…

🔒3.14 Practice: Developing and debugging PLC programs

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🔒4 Maintain PLC systems

Maintenance of PLC systems in Kenya’s industrial environments ensures continuous and reliable operation of automated processes. Effective maintenance reduces downtime, prevents costly breakdowns, and extends equipment lifespan. Maintenance activities range fro…

Chapter Summary

This chapter covered the installation of various PLC programming software including RS Logix, Logosoft, Gx Works, Step 5 Micro Wins, Step 7 Simatic Manager, and TIA Portal assignments, highlighting their specific setup procedures. It then addressed the configuration of PLC software and hardware to ensure proper integration and functionality. The use of flow diagrams was explored through cross functional flow assessment diagrams and swim lane flow diagrams for process visualization. Different PLC programming languages were introduced, such as ladder logic, functional block diagrams, structured text, sequential flow charts, and instruction lists, explaining their applications. The chapter explained the creation of PLC and input/output schedules as essential for organized programming. Detailed discussion on PLC programming was provided, including program structure and the use of PLC rungs. Simulation techniques for testing PLC programs were outlined alongside troubleshooting common faults like I/O module failure, power supply issues, corrupted memory, and voltage supply failures. The reconfiguration of PLC programming software, various PLC operation modes, and the establishment of communication protocols were also examined. Finally, the chapter concluded with methods for clearing PLC memory, downloading programs to hardware, and practical exercises on developing and debugging PLC programs to maintain reliable PLC systems.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What is the primary purpose of RS Logix software in PLC programming? (2 marks)
  2. List two key differences between Step 7 - Simatic Manager and TIA Portal assignments. (3 marks)
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Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Describe the process of installing RS Logix programming software for a PLC used in a Nairobi hospital automation system. (4 marks)
  2. What are the key differences between Logosoft and Gx Works software in terms of compatibility with PLC hardware? (4 marks)
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Chapter Practical Activities

Practical 1: Installation and Setup of PLC Programming Software Packages on a Workstation

Industrial Control and Installation · Level 6
Installation And Maintanance
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Install and configure RS Logix 500, Logosoft Comfort, GX Works2, Step 5 Micro WIN, Step 7 Simatic Manager, and TIA Portal on a Windows 10 workstation as per provided specifications.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Computer workstation (Windows 10, min 8GB RAM, 256GB SSD)RS Logix 500 installation media (USB or DVD)
Flash drive (min 8GB)Logosoft Comfort installation media (USB or DVD)
Surge protectorGX Works2 installation media (USB or DVD)
Notebook and penStep 5 Micro WIN installation media (USB or DVD)
Step 7 Simatic Manager installation media (USB or DVD)
TIA Portal installation media (USB or DVD)
Software license keys (all packages)
Internet access (for activation/updates)
Safety boots
Overall
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Computer workstation (Windows 10, min 8GB RAM, 256GB SSD)1 Pc per Candidate
2RS Logix 500 installation media (USB or DVD)1 Pc per Candidate
3Logosoft Comfort installation media (USB or DVD)1 Pc per Candidate
4GX Works2 installation media (USB or DVD)1 Pc per Candidate
5Step 5 Micro WIN installation media (USB or DVD)1 Pc per Candidate
6Step 7 Simatic Manager installation media (USB or DVD)1 Pc per Candidate
7TIA Portal installation media (USB or DVD)1 Pc per Candidate
8Software license keys (all packages)1 Set per Candidate
9Flash drive (min 8GB)1 Pc per Candidate
10Internet access (for activation/updates)1 Connection per Candidate
11Surge protector1 Pc per Candidate
12Notebook and pen1 Set per Candidate
13Safety boots1 Pair per Candidate
14Overall1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Preparation and Safety
Wears safety boots and overall before beginning any installation work
(Award 2 marks for correct PPE, 0 if not worn)
2
Ensures workstation is connected to surge protector and is clean before starting
(Award 2 marks for correct setup and good housekeeping)
2
Sub-Total4
TASK 2: Installation of PLC Programming Software
Successfully installs RS Logix 500 and enters valid license key
(Award 3 marks for correct installation and activation)
3
Successfully installs Logosoft Comfort and enters valid license key
(Award 3 marks for correct installation and activation)
3
Successfully installs GX Works2 and enters valid license key
(Award 3 marks for correct installation and activation)
3
Successfully installs Step 5 Micro WIN and enters valid license key
(Award 3 marks for correct installation and activation)
3
Successfully installs Step 7 Simatic Manager and enters valid license key
(Award 3 marks for correct installation and activation)
3
Successfully installs TIA Portal and enters valid license key
(Award 3 marks for correct installation and activation)
3
Sub-Total18
TASK 3: Initial Configuration and Verification
Configures each software package to open without errors and verifies default project creation
(Award 1 mark per software for successful launch and project creation)
6
Demonstrates ability to create and save a simple test project in each software
(Award 1 mark per software for saving a test project)
6
Backs up all installation files and test projects to flash drive
(Award 2 marks for complete and correct backup, 0 if incomplete)
2
Sub-Total14
PRODUCT CHECKLIST
All six PLC programming software packages installed, activated, and opening error-free
(Award 1 mark per software)
6
Each software contains a saved test project in the default project directory
(Award 1 mark per software)
6
Installation files and test projects are backed up to the candidate's flash drive and verified
(Award 2 marks if all files are present and accessible)
2
Sub-Total14
GRAND TOTAL50
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Configuration of PLC Hardware and Software for SCADA System

Industrial Control and Installation · Level 6
Installation And Maintanance
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Configure a PLC system with 2 pilot lamps and 1 selector switch, assigning I/O addresses and creating an I/O schedule.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
PLC (Siemens S7-1200)Pilot lamp (24V DC Red)
Computer station (installed with TIA Portal software)Pilot lamp (24V DC Green)
PLC Communication cable (USB to Ethernet)Selector switch
MultimeterDC power supply (24V)
A set of screw driversConnecting wires (1.5mm2 single core)
Striping knifeFlash drive (min 2 GB)
Side cutterSafety boots
Overall
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1PLC (Siemens S7-1200)1 Pc per Candidate
2Computer station (installed with TIA Portal software)1 Pc per Candidate
3PLC Communication cable (USB to Ethernet)1 Pc per Candidate
4Pilot lamp (24V DC Red)1 Pc per Candidate
5Pilot lamp (24V DC Green)1 Pc per Candidate
6Selector switch1 Pc per Candidate
7DC power supply (24V)1 Pc per Candidate
8Connecting wires (1.5mm2 single core)3 Metres per Candidate
9Multimeter1 Pc per Candidate
10A set of screw drivers1 Set per Candidate
11Striping knife1 Pc per Candidate
12Side cutter1 Pc per Candidate
13Flash drive (min 2 GB)1 Pc per Candidate
14Safety boots1 Pair per Candidate
15Overall1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: PLC Hardware Setup and Safety
Wore safety boots and overall before starting work
(Award 2 marks for wearing both PPE items or zero)
2
Correctly identified and used tools (screw drivers, side cutter, striping knife, multimeter)
(Award 2 marks for correct tool usage or zero)
2
Applied good housekeeping practices throughout the task
(Award 2 marks for clean workspace or zero)
2
Connected selector switch and pilot lamps to PLC digital inputs/outputs using correct wiring colour codes
(Award 2 marks per correctly wired component and correct colour code)
6
Verified all connections using a multimeter for continuity
(Award 2 marks for continuity test or zero)
2
Sub-Total14
TASK 2: PLC Software Configuration and I/O Scheduling
Launched TIA Portal and created a new PLC project
(Award 2 marks for correct project setup or zero)
2
Assigned correct I/O addresses for selector switch and pilot lamps in software
(Award 2 marks per device assigned or zero)
4
Created a PLC I/O schedule indicating all hardware addresses and device functions
(Award 2 marks per device listed in schedule and correct function)
6
Downloaded the PLC program to the PLC hardware
(Award 2 marks for successful download or zero)
2
Sub-Total14
PRODUCT CHECKLIST
Wiring matches schematic: selector switch connected to PLC input (I0.0), pilot lamps connected to PLC outputs (Q0.0 for Red, Q0.1 for Green)
(Award 2 marks per correct connection and address)
6
I/O schedule is complete: contains selector switch (I0.0), Red lamp (Q0.0), Green lamp (Q0.1), device functions and address
(Award 2 marks per device with correct address and function)
6
PLC project file saved and exported to flash drive
(Award 4 marks for correct file export or zero)
4
System operates as per schematic: selector switch toggles pilot lamps (Red ON, Green OFF; Green ON, Red OFF)
(Award 4 marks per correct lamp response to switch)
8
Completed wiring is neat, secure, and labelled
(Award 4 marks for neat, secure, and labelled connections or zero)
4
Sub-Total28
GRAND TOTAL56
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Development of PLC Process Flow Diagrams (Cross Functional, Swim Lane, and Standard Flowchart)Practical 3
🔒Selection and Application of PLC Programming Languages for a SCADA SystemPractical 4
🔒Design and Documentation of Ladder Logic Diagram for Automated Conveyor SystemPractical 5
🔒Development of Functional Block Diagram for SCADA Automation ProblemPractical 6
🔒Program a PLC for a Tank Level Control Process Using Structured TextPractical 7
🔒Development of Sequential Flow Chart for PLC-Controlled Motor Start-Stop SystemPractical 8
🔒Development of PLC Instruction List for Motor Control SystemPractical 9
🔒Simulation and Verification of PLC Program for SCADA System ControlPractical 10
🔒Troubleshoot and Rectify PLC Program and Hardware Faults in a SCADA SystemPractical 11
🔒PLC Reconfiguration and Memory ManagementPractical 12
🔒Establish Communication Between PLC and Peripheral DevicesPractical 13
🔒Downloading and Commissioning PLC Program for SCADA OperationPractical 14
🔒Development and Debugging of a PLC-Controlled Pilot Lamp SystemPractical 15
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