SMC

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20 Terms

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Monitoring and Control System

  • are responsible for controlling the technology to analyze their operation and performance, and to detect and prevent possible errors/failures.

  • to allow automatic and manual control of system components according to the operational or technical need and to provide system status information.

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Analysis in real time

continuous monitoring with minimum to no delay

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System alerts and notification

notice for every event reaches the right people

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Graphic Visualization

monitoring tool creates graphs for data analysis

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Production of reports

way to present the data to clients

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Records

records of previous monitoring for easy evaluation

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Plug-ins

can be ad hoc to meet the particular needs of a client

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Distinction by type of user

access to data will be different for each user. (different permissions available)

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  1. Logging and Reporting

  2. Monitor and Control

  3. Release and Restoration

  4. Problem Isolation and Service Restoration

  5. Position Operation

  6. Site specific SMC task

  1. LR

  2. MC

  3. RR

  4. PI

  5. PO

  6. SS

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Operational management of technical services

refers to the planning coordination and execution of activities to ensure the effective and efficient delivery of technical support and maintenance within the organization

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  1. Service Orientation

  2. Proactive Maintenance and Monitoring

  3. Standarization and Process Management

  4. Resource Optimization

  5. Continuous Improvement

  6. Risk Management and Resilience

  7. Collaboration and Communication

  8. Data-Driven Decision-Making

  9. Compliance and Safety

  10. Customer-centric Approach

PRINCIPLES OF THE OPERATIONAL MANAGEMENT

  1. focus on delivering reliable and high-quality service

  2. implement preventive and predictive maintenance to reduce failures

  3. develop clear Standard Operating Procedures (SOPs)

  4. ensure optimal utilization of personnel, technology, and financial resources

  5. conduct root cause analysis and implement corrective actions.

  6. identify potential risks and develop contingency plans.

  7. ensure effective communication and ensure clear documentation and reporting

  8. use real-time data and analytics for informed decisions and track performance metrics

  9. ensure operations comply with regulations and safety standards

  10. provide timely and effective resolution of technical issues and gather feedback

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  1. Ensure system reliability and availability

  1. Optimize resource utilization

  2. Deliver quality service

  3. Facilitate problem resolution

  4. Support continuous monitoring and improvement

  5. Ensure compliance and safety

PURPOSE OF THE OPERATIONAL MANAGEMENT (6)

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Technical System Architecture

  • is a structured framework that defines how different components within the system interact to monitor, manage and control operations.

    • typically hierarchical, consisting of interconnected layers and subsystems.

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  1. Field Layer (Data Acquisition Layer)

  2. Communication Layer

  3. Control and Processing Layer

  4. Application and User Interface Layer

Key Layers of Technical System Architecture (4)

  1. responsible for collecting real-time data from sensors, devices, and other monitoring instruments. Converts physical signals into digital data and sends it to the communication layer

  2. Facilitates data transmission between field devices and control systems. Ensures secure, low-latency communication for real-time data flow.

  3. Processes incoming data, generates actionable insights, and sends control commands- monitors system performance, triggers automated responses, and supports human intervention when necessary

  4. Provides operators and engineers with a visual representation of system data and control options. Displays real-time data, system status, alarms, and performance reports, allowing decision-making and manual control

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  1. Centralized Architecture

  2. Distributed Architecture

  3. Redundancy and Failover Mechanisms

  4. Data Storage and Management

  5. Security Framework

Other Architectural Features

  1. All monitoring and control functions are managed from a single control center. Best for smaller or localized systems.

  2. Multiple control units manage different subsystems, sending data to a central monitoring center. Common in large-scale operations like power grids or air traffic management.

  3. Essential for maintaining uptime and reliability. Redundant servers, backup communication lines, and failover data centers ensure continued operation in case of failure.

  4. Collected data is stored in real-time databases. Historical data is used for performance analysis, predictive maintenance, and compliance reporting.

  5. Firewalls, encryption protocols, and access controls protect against cyber threats. Continuous monitoring detects anomalies and unauthorized activities.

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  1. Transfer of Responsibility

  2. Shift Changes

  3. System Maintenance

  1. refers to the structured handover of operational oversight and management of a specific service from one entity, team, or individual to another. This is a critical process that ensures continuity, accountability, and service reliability during transitions

  2. When operators or technicians on different shifts assume control of monitoring and management.

  3. When responsibility moves from the operations team to the maintenance team for planned repairs or updates.

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  1. Monitoring Devices and Sensors

  2. Control Devices

  3. Data Collection and Aggregation

  4. Monitoring and Control Software

  5. Communication Network

  6. Control Center and User Interface

COMPONENTS OF THE SYSTEM CONFIGURATION

  1. Collect real-time data from various points within the system; often use protocols like SNMP (Simple Network Management Protocol)

  2. Execute commands to manage the system based on monitoring data; perform adjustments like activating backups, shutting down faulty units, or rerouting traffic.

  3. Centralize and store data from various sources

  4. Provides a visual interface for operators to observe and manage systems; network monitoring tools like Zabbix

  5. Facilitates reliable data transmission between sensors, controllers, and monitoring systems; LAN/WAN, VPNs, wireless or fiber optic networks

  6. Provide operators with real-time insights and control options; user roles and permissions are defined to ensure secure operations

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  1. Standalone Configuration

  2. Centralized Configuration

  3. Distributed Configuration

  4. Hybrid Configuration

  5. Cloud-Based Configuration

  6. Redundant Configuration

  7. Mobile and Remote Configuration

PRIMARY CONFIGURATIONS (7)

  1. Single monitoring and control system managing a specific application or area.

  2. All monitoring and control functions are managed from one central control room or data center

  3. Monitoring and control responsibilities are divided across multiple regional or remote control units, with a central system for oversight.

  4. Combines centralized and distributed configurations, offering both local control and centralized oversight.

  5. Data from sensors and devices is sent to a cloud platform for analysis, monitoring, and control.

  6. Designed with backup components and failover mechanisms to ensure continued operations during failures.

  7. provides monitoring and control through mobile applications or remote access portals.

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  1. Change Management Process

  2. Version Control and Configuration Management Tools

  3. Redundancy and Failover Techniques

  4. Configuration Validation and Simulation

  5. Incremental or Phased Implementation

  6. Backup and Recovery Procedures

  7. Remote Management and Automation

  8. Monitoring and Logging

  9. Rollback and Recovery Plans

  10. Documentation and Knowledge Management

GENERAL TECHNIQUES FOR MAKING CONFIGURATION CHANGES (10)

  1. Formal process that governs how configuration changes are planned, evaluated, and implemented.

  2. tools that track and manage configuration changes, ensuring version control and consistency.

  3. prevent service disruptions

  4. Simulating configuration changes in a test or virtual environment to predict the outcomes without affecting the live system.

  5. applying configuration changes in stages to minimize risks.

  6. Creating backups of the current configuration before making changes.

  7. Using remote access tools and automation scripts to perform configuration changes

  8. Continuously monitor the system for unexpected behavior or performance degradation during and after a configuration change.

  9. Developing rollback plans to revert changes if issues arise.

  10. Documenting every step of the configuration change for transparency and traceability

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  1. Change Identification and Assessment

  2. Change Approval and Authorization

  3. Planning and Preparation

  4. Communication and Stakeholder Management

  5. Testing and Validation

  6. Implementation

  7. Post-Implementation Review and Verification

  8. Closure and Documentation

IMPLEMENTATION OF PLANNED MAJOR SYSTEM CHANGE (8)