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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.
Analysis in real time
continuous monitoring with minimum to no delay
System alerts and notification
notice for every event reaches the right people
Graphic Visualization
monitoring tool creates graphs for data analysis
Production of reports
way to present the data to clients
Records
records of previous monitoring for easy evaluation
Plug-ins
can be ad hoc to meet the particular needs of a client
Distinction by type of user
access to data will be different for each user. (different permissions available)
Logging and Reporting
Monitor and Control
Release and Restoration
Problem Isolation and Service Restoration
Position Operation
Site specific SMC task
LR
MC
RR
PI
PO
SS
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
Service Orientation
Proactive Maintenance and Monitoring
Standarization and Process Management
Resource Optimization
Continuous Improvement
Risk Management and Resilience
Collaboration and Communication
Data-Driven Decision-Making
Compliance and Safety
Customer-centric Approach
PRINCIPLES OF THE OPERATIONAL MANAGEMENT
focus on delivering reliable and high-quality service
implement preventive and predictive maintenance to reduce failures
develop clear Standard Operating Procedures (SOPs)
ensure optimal utilization of personnel, technology, and financial resources
conduct root cause analysis and implement corrective actions.
identify potential risks and develop contingency plans.
ensure effective communication and ensure clear documentation and reporting
use real-time data and analytics for informed decisions and track performance metrics
ensure operations comply with regulations and safety standards
provide timely and effective resolution of technical issues and gather feedback
Ensure system reliability and availability
Optimize resource utilization
Deliver quality service
Facilitate problem resolution
Support continuous monitoring and improvement
Ensure compliance and safety
PURPOSE OF THE OPERATIONAL MANAGEMENT (6)
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.
Field Layer (Data Acquisition Layer)
Communication Layer
Control and Processing Layer
Application and User Interface Layer
Key Layers of Technical System Architecture (4)
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
Facilitates data transmission between field devices and control systems. Ensures secure, low-latency communication for real-time data flow.
Processes incoming data, generates actionable insights, and sends control commands- monitors system performance, triggers automated responses, and supports human intervention when necessary
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
Centralized Architecture
Distributed Architecture
Redundancy and Failover Mechanisms
Data Storage and Management
Security Framework
Other Architectural Features
All monitoring and control functions are managed from a single control center. Best for smaller or localized systems.
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.
Essential for maintaining uptime and reliability. Redundant servers, backup communication lines, and failover data centers ensure continued operation in case of failure.
Collected data is stored in real-time databases. Historical data is used for performance analysis, predictive maintenance, and compliance reporting.
Firewalls, encryption protocols, and access controls protect against cyber threats. Continuous monitoring detects anomalies and unauthorized activities.
Transfer of Responsibility
Shift Changes
System Maintenance
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
When operators or technicians on different shifts assume control of monitoring and management.
When responsibility moves from the operations team to the maintenance team for planned repairs or updates.
Monitoring Devices and Sensors
Control Devices
Data Collection and Aggregation
Monitoring and Control Software
Communication Network
Control Center and User Interface
COMPONENTS OF THE SYSTEM CONFIGURATION
Collect real-time data from various points within the system; often use protocols like SNMP (Simple Network Management Protocol)
Execute commands to manage the system based on monitoring data; perform adjustments like activating backups, shutting down faulty units, or rerouting traffic.
Centralize and store data from various sources
Provides a visual interface for operators to observe and manage systems; network monitoring tools like Zabbix
Facilitates reliable data transmission between sensors, controllers, and monitoring systems; LAN/WAN, VPNs, wireless or fiber optic networks
Provide operators with real-time insights and control options; user roles and permissions are defined to ensure secure operations
Standalone Configuration
Centralized Configuration
Distributed Configuration
Hybrid Configuration
Cloud-Based Configuration
Redundant Configuration
Mobile and Remote Configuration
PRIMARY CONFIGURATIONS (7)
Single monitoring and control system managing a specific application or area.
All monitoring and control functions are managed from one central control room or data center
Monitoring and control responsibilities are divided across multiple regional or remote control units, with a central system for oversight.
Combines centralized and distributed configurations, offering both local control and centralized oversight.
Data from sensors and devices is sent to a cloud platform for analysis, monitoring, and control.
Designed with backup components and failover mechanisms to ensure continued operations during failures.
provides monitoring and control through mobile applications or remote access portals.
Change Management Process
Version Control and Configuration Management Tools
Redundancy and Failover Techniques
Configuration Validation and Simulation
Incremental or Phased Implementation
Backup and Recovery Procedures
Remote Management and Automation
Monitoring and Logging
Rollback and Recovery Plans
Documentation and Knowledge Management
GENERAL TECHNIQUES FOR MAKING CONFIGURATION CHANGES (10)
Formal process that governs how configuration changes are planned, evaluated, and implemented.
tools that track and manage configuration changes, ensuring version control and consistency.
prevent service disruptions
Simulating configuration changes in a test or virtual environment to predict the outcomes without affecting the live system.
applying configuration changes in stages to minimize risks.
Creating backups of the current configuration before making changes.
Using remote access tools and automation scripts to perform configuration changes
Continuously monitor the system for unexpected behavior or performance degradation during and after a configuration change.
Developing rollback plans to revert changes if issues arise.
Documenting every step of the configuration change for transparency and traceability
Change Identification and Assessment
Change Approval and Authorization
Planning and Preparation
Communication and Stakeholder Management
Testing and Validation
Implementation
Post-Implementation Review and Verification
Closure and Documentation
IMPLEMENTATION OF PLANNED MAJOR SYSTEM CHANGE (8)