1. Advanced Tactics


The latest version of WIN-911 introduces Strategies and Tactics, a collection of escalation rules, workflows, and callout lists to determine who should receive an alarm message and when. In this article, we will focus on Advanced Tactics. We will go through the following topics:



A. Configuration Video

If you are not familiar with the configurations of Advanced Tactics you may review the instructional video for Tactics.



B. Configuration Workspace

The creation and editing of Advanced Tactics takes place in the configuration workspace, which can be accessed by navigating to Notification  Tactics  Advanced.

B.1 Collection Selector

A collection selector is located on the left side of the configuration workspace which is used to display, add, and delete Advanced Tactics. You will find grid tools for easy sorting, filtering, and grouping of Tactics based on their Name and Description fields. For additional details about these tools, please consult the Help documentation.


A built-in Tactic, which can't be deleted, titled Notify All, is provided which when used will result in a notification being sent to every Contact configured in the WIN-911 system. 


  • Create a new Tactic by clicking the  icon.
  • Duplicate an existing Tactic by clicking the  icon.
  • Delete a Tactic by clicking the  icon.


C. Advanced Tactic Workspace

Advanced Tactics are built using a drag and drop interface. Blocks, located in the right-hand pane, are drug into the Tactic workflow.  Once the line turns blue, drop the block and the block will be absorbed into the Tactic. Below you will find descriptions of all the elements of the workspace.



C.1 Tactic Name & Description

Each Tactic will require a unique Name and an optional Description that specifies its function.




    C.2 Work Space



The workspace utilizes a drag and drop method of adding Notification Blocks. The Tactic will start at the green dot, complete the tasks, and end at the red. As you add more blocks, the workspace will grow.


    C.3 Navigation



The navigation tools are used to zoom in and out, along with navigating through larger Tactic setups. There is also a click and pull feature that makes it easier to navigate, rather than having to use the arrows.


D. Tactic Blocks



The Blocks that are available can be found on the right side of the workspace. Under the Notification Blocks section of this document, we will discuss the function of each Block. In this section, there are three pages, Notification, Decisions, Misc.

E. Save or Exit



You can either exit the workspace or save your changes. Only changes or additions will be allowed to save.


F. Notification Blocks


The logic behind your Strategy is held within the Notification Blocks of your workspace. The Blocks are utilized by dragging them from the Tactic Blocks, onto the workspace. Before you configure, it is very useful to know what you can accomplish with each block. This section will explain what each block can do, along with the Edit Properties field,

 

Available by clicking on the block from the workspace, then clicking the middle edit icon. 


F.2 Notification


The Notification tab provides options for notifications, recalling created Advanced Tactics, and sending reports. The below section goes over the Notification Blocks available under this tab

F.3 Notify


Sends a notification to a specified contact. 


Edit Properties: The left column contains a list of all defined reports, and the right is which connection is going to receive the selected report. Other settings include checkboxes for: 

Ignore Schedule: Checking that will ignore the defined schedule and notify regardless 

Wait for Notification to Complete: Rather than waiting for the notification to successfully send out, WIN-911 will open up multiple queues through whatever available channels. 

Notification Timeout will un-grey when you enable Wait for Notification to Complete, giving you a time frame to wait for a successful notification. 

Number of Retry Attempts will also un-grey, in the event of an unsuccessful notification, it will retry the defined amount of times. 

Delay Between Retries: With 1 or more retries defined, you can define the amount of delay before it retries.

  

  F.4 Notify All



If left unedited, this will notify everyone defined in your connection section.



Edit Properties: This particular Block will allow you to notify anyone with a particular Role attached to their connection

Ignore Schedule: Checking that will ignore the defined schedule and notify regardless.

Wait for Notification to Complete: Rather than waiting for the notification to successfully send out, WIN-911 will open up multiple queues through whatever available channels. 

Notification Timeout will un-grey when you enable Wait for Notification to Complete, giving you a time frame to wait for a successful notification. 

Number of Retry Attempts: In the event of an unsuccessful notification, it will retry the defined amount of times. 

Delay Between Retries: With 1 or more retries defined, you can define the amount of delay before it retries.

Delay After Connection: This will wait for the defined time before it moves to the next person with the same Role (this is done in no particular order).


G. Send Report to Recipient



Sends a report to a specified user.



Edit Properties: The left column contains a list of all defined reports, and the right is which connection is going to receive the selected report. Other settings include checkboxes for: 

Ignore Schedule: Checking that will ignore the defined schedule and notify regardless 

Wait for Notification to Complete: Rather than waiting for the notification to successfully send out, WIN-911 will open up multiple queues through whatever available channels. 

Notification Timeout will un-grey when you enable Wait for Notification to Complete, giving you a time frame to wait for a successful notification. 

Number of Retry Attempts will also un-grey, in the event of an unsuccessful notification, it will retry the defined amount of times. 

Delay Between Retries: With 1 or more retries defined, you can define the amount of delay before it retries.


G.1 Send Report to All




This will notify everyone defined with a defined Role in your connection section


Edit Properties: This particular Block will allow you to send a report to anyone with a particular Role attached to their connection

Ignore Schedule: Checking that will ignore the defined schedule and notify regardless.

Wait for Notification to Complete: Rather than waiting for the notification to successfully send out, WIN-911 will open up multiple queues through whatever available channels. 

Notification Timeout will un-grey when you enable Wait for Notification to Complete, giving you a time frame to wait for a successful notification. 

Number of Retry Attempts: In the event of an unsuccessful notification, it will retry the defined amount of times. 

Delay Between Retries: With 1 or more retries defined, you can define the amount of delay before it retries.

Delay After Connection: This will wait for the defined time before it moves to the next person with the same Role (this is done in no particular order).


H. Sub-Tactic



Run a previously created Advanced Tactic


Edit Properties: Select the desired Advanced Tactic



2. Decisions


The Decisions tab provides options for scenario-based events. For example, if an alarm occurs, ask if it is above a certain severity, if it is, call an operator, if it is not, call a supervisor. A Decision Block will ask a certain question, it the criteria is met, it will branch down the right path, if it does not, it will follow the left. This can be done using combinations upon combinations of Decision Blocks and Notification Blocks, it is all user-defined.


These can prove to be very useful, in the event that a Tactic is restarted, the alarm is re-evaluated, and if a condition has changed, the proper measures can be taken.



The below section will explain what each block can do, along with the Edit Properties field.  

    NOTE: Click on the title of the block to open a How-To article

 

NOTE: available by clicking on a block from the workspace, then clicking the middle edit icon.



A. Ack


Branches tactic based on whether the alarm is acknowledged or not.




B. Active


Branches tactic based on whether the alarm is acknowledged or not




C. Schedule


Branches tactic based on the defined schedule for this block


Edit Properties: Select the desired Schedule to adhere to, custom schedules can be created under Contact > Schedules



D. Label

Branches Tactic based off of the alarms defined Label

NOTE: if the alarm has no label defined, the logic will branch left.


Edit Properties: Select the Label you wish to branch this off of. Only One Label can be defined per Block.




E. Severity

Branches Tactic based on if it is above the severity of the alarm.  


    NOTE: Severity is a trait defined within the SCADA, excluding OPC DA, which is defined in the OPC DA alarms in WIN-911.

Edit Properties: Select the value you wish to monitor, this value is exclusive and will not monitor the value you have defined.




F.Time

Branches Tactic based on a defined time


Edit Properties: Select the Origin, or point at which the timer is referencing, this includes:


  • From the alarm's start time
  • From the last alarm state change
  • From the Tactic's start time


Elapsed Time: The time window referencing the Origin.


3. Misc


The Miscellaneous tab includes features that help retry and delay notification.


A.Delay


Delay the defined amount of time before continuing down the tactic.



B. Loop


Loop the action the defined amount


e.g.: a proper loop will look like the example below. 


NOTE: delays will most likely need to be added, as in the example below will notify 3 times continuously, one after the other


C. Acknowledge

Auto-acknowledge the alarm




Remember that this is a guideline to what you can accomplish with these new concepts. The easiest method to configuring is to have a preconceived notion of want to accomplish, simply writing down the behavior you are looking for, and utilizing the knowledge above will make configuring a lot faster and easier.


Technical Support

 

To create a support case, you will need either your Maintenance Support number or your CD Tracking number. You can create a Case online or contact the product support line: (512)326-1011.