Certification of Completion: A Certificate of Completion indicating the total number of CEUs earned will be provided upon successful completion of the course.

Certificate Program: Part of the ISA/IEC 62443 Cybersecurity Certificate Program

Your course registration includes your registration for the exam.

Description:

The move to using open standards such as Ethernet, TCP/IP, and web technologies in supervisory control and data acquisition (SCADA) and process control networks has begun to expose these systems to the same cyberattacks that have wreaked so much havoc on corporate information systems. This course provides a detailed look at how the ANSI/ISA99 standards can be used to protect your critical control systems. It also explores the procedural and technical differences between the security for traditional IT environments and those solutions appropriate for SCADA or plant floor environments.

You will be able to:

• Discuss the principles behind creating an effective long term program security
• Interpret the ISA/IEC 62443 industrial security framework and apply them to your operation
• Define the basics of risk and vulnerability analysis methodologies
• Describe the principles of security policy development
• Explain the concepts of defense in depth and zone/conduit models of security
• Analyze the current trends in industrial security incidents and methods hackers use to attack a system
• Define the principles behind the key risk mitigation techniques, including anti-virus and patch management, firewalls, and virtual private networks

You will cover:

• Understanding the Current Industrial Security Environment: What is Electronic Security for Industrial Automation and Control Systems? | How IT and the Plant Floor are Different and How They are the Same
• How Cyberattacks Happen: Understanding the Threat Sources | The Steps to Successful Cyberattacks
• Creating A Security Program:  Critical Factors for Success/Understanding the ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009)- Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
• Risk Analysis:  Business Rationale | Risk Identification, Classification, and Assessment
• Addressing Risk with Security Policy, Organization, and Awareness: Cyber Security Management System Scope | Organizational Security | Staff Training and Security Awareness
• Addressing Risk with Selected Security Counter Measures: Personnel Security | Physical and Environmental Security | Network Segmentation | Access Control
• Addressing Risk with Implementation Measures: Risk Management and Implementation | System Development and Maintenance | Information and Document Management
• Monitoring and Improving the CSMS: Compliance and Review | Improve and Maintain the CSMS
• Validating or Verifying the Security of Systems: What is being done? | Developing Secure Products and Systems

Classroom/Laboratory Demo:

• PCAP Live Capture Analysis

Includes ISA Standards:

• ANSI/ISA-62443-1-1 (ANSI/ISA-99.00.01-2007), Security for Industrial Automation and Control Systems Part 1: Terminology, Concepts & Models
• ANSI/ISA-62443-2-1 (ANSI/ISA-99.02.01-2009), Security for Industrial Automation and Control Systems: Establishing an Industrial Automation and Control Systems Security Program
• ANSI/ISA-62443-3-3, Security for industrial automation and control systems: System security requirements and security levels

Recommended Pre-Requisites:

There are no required prerequisites for taking this course; however, it is highly recommended that applicants have at least one to three years of experience in the cybersecurity field with some experience in an industrial setting.

ISA Courses: TS06, TS12, or equivalent knowledge/experience would be beneficial.

Note from the Instructor: One of the challenges I have had in teaching IC32 is students attending without any or limited knowledge of TS04, TS06, TS12 or cybersecurity general principles. IC32 is a 14-hour boot camp style class and there is not a lot of time to teach basic comms and cybersecurity.

Recommended reading in preparation for course:

Cybersecurity Library

Which Security Level (SL) would have been required to prevent the attack?

Not sure this particular course is for you?

A pre-instructional survey is available for you to evaluate your level of understanding of the course material and to show you the types of questions you’ll be able to answer after completing the course.

ISA Automation Engineering Survival Training (AEST)

Do you have what it takes to survive in the world of process automation?

Sharpen your process automation know-how with this intensive week of expert-led lecture and hands-on exercises covering practical, real-world automation survival skills.

Automation Engineering Survival Training is a unique process automation engineering experience designed to hone your process automation knowledge and skills. This intensive technical training boot camp for automation engineers combines lecture and hands-on labs with bonus features, including a plant tour to maximize your learning experience.

ISA’s seasoned “Survival Expert” will guide you through a fast-paced and rigorous course of topics from process measurement fundamentals through advanced automation, and everything in between! This course also serves as a solid introduction to other ISA engineering courses that can assist in the advancement of your process engineering career.

Who Should Attend?

• New automation, control system, or process control engineers
• Recent process engineering and other engineering graduates
• Seasoned engineers looking to refresh their process automation knowledge and skills
• Individuals wanting to learn more about process automation

Intensive Hands-On Training Curriculum

Days: 4.5

CEUs: 3.6

PDHs: 36

DAY 1: Measurement Basics & Documentation

You Will Cover:

• Concepts of Process Control: Typical Industries | Definitions | Continuous vs. Batch | Feedback Loop
• Documentation: Instrument Line Symbols | Function Symbols | Identification Letters | Piping and Instrumentation Drawing (P&ID) | Loop Diagram
• Industrial Measurement Systems: Process Measurement | Standard Signals | Instrument Performance Terminology | Repeatability and Accuracy | Zero, Span, and Linearity Errors | Calibration Chart
• Control System Hardware: Pneumatic Controller | Electronic Controller | Single Loop Controller | Distributed Control System (DCS) | Programmable Logic Controller (PLC) | Personal Computers (PC) for Control
• Temperature Measurement: Temperature Scales | Liquid-in-Glass, Filled Bulb, and Bimetallic Thermometers | Resistance Temperature Detectors (RTDs) | Reference Junction Compensation | Thermocouplers
• Pressure Transducers: Pressure Elements | Signal Generation | Pressure/Force Relationships | Selection
• Flowmeters: DP | Magnetic | Mass | Other

Classroom/Laboratory Exercises:

• Develop diagrams for flow, level, temperature, and pressure loops
• Interpret simple P&IDs
• Evaluate level instrument performance and accuracy
• Determine upstream and downstream piping considerations
• Select flowmeters for a variety of specific applications and specify installation and calibration requirements

You Will Be Able To:

• Discuss the role of measurement and control in industrial processes
• Differentiate between continuous, batch, and discrete control
• Discuss the fundamentals of process control
• Apply specific ISA Standards to interpret symbols and drawings associated with process control documentation
• Discuss and apply the most common methods and devices used in temperature, pressure, level, and flow measurement

DAY 2: Control Valves & Strategies

You Will Cover:

• Introduction: Valve in Loop | Valve | Actuator | Positioner
• Basic Valve Types: Globe | Ball | Plug | Butterfly
• Installation: Performance | Safety | Other
• Valve Sizing: Manual | Computer
• Review of Feedback Control Concepts and Components: History of Control Operation | Concepts
• Control Modes: Proportional | Integral | Derivative
• Dynamic and Steady State Considerations: Gain | Dead Time | Time Constant
• Tuning Control Systems: Closed Loop Tuning Using Ziegler Nichols Method | Evaluation and Control Criteria
• Advanced Regulatory Control: Feedback Penalty | Challenges in Feedback Control | Real-World Control

Classroom/Laboratory Exercises:

• Size valves manually and with software
• Specify valves, actuators, and auxiliaries for specific applications
• Tune feedback control loops via a number of different methods
• Tune using PC-based simulation software

You Will Be Able To:

• Compare various types of final control elements
• Size valves for any flow condition likely to be found in a process plant
• Define the concepts of PID control
• Explain the operation of the components in a closed loop control system including static and dynamic functions
• Use three methods to tune a control system for stated quality control
• Apply the operation and function of ratio control systems
• Identify real-world control problems as the basis of need for advanced control

DAY 3: Safety & Operator Effectiveness

You Will Cover:

• Graphics and Controls: HMI Hierarchy Design | Classes of Displays | Navigation
• Human Engineering: Human Factors in Console Design
• The Common Problems in Alarm Systems
• The Alarm Management Lifecycle
• Location Classification Standards
• Protection Techniques Standards
• Explosion Proof Enclosures
• Intrinsic Safety
• General SIS Design Considerations: Design Life Cycle | Separation of Control and Safety
• Failure Rates and Modes: Safe vs. Dangerous | Failure Mode vs. Technology | Failure Rates | Test Intervals
• System Technologies: Pneumatic | Relays | Microprocessors
• Operations and Maintenance: Installation | Bypassing | Testing

Classroom/Laboratory Exercises:

• Alarm prioritization
• Area classification
• Calculate device failure rates

You Will Be Able To:

• Design a graphical hierarchy for navigation
• Explain best practices in HMI
• Develop an Alarm Management Philosophy
• Discuss rationalization, classification, and prioritization of alarms
• Describe and use procedures for electrical classification
• Describe the basic principles of protection
• Select explosion proof apparatus for specific applications
• Select the appropriate protective techniques for different hazards
• Differentiate between process control and safety control
• Analyze the performance of different logic system technologies
• Specify and select safety instrumented systems (SIS)

DAY 4: Industrial Security & Project Management

You Will Cover:

• What is Data Communications?: ISO/OSI Reference Model | Terminology Basics
• TCP/IP Basics: Is Ethernet Ready for the Plant Floor? | Industrial Ethernet Design Techniques
• Data Exchange: Using OPC for Inter-System Data Exchanges
• How Cyberattacks Happen: Understanding the Threat Sources | The Steps to Successful Cyberattacks
• Standards and Models: ANSI/ISA95 Standards | MESA International Model | WBF B2MML XML Schemas
• Information Model: Production Resources | Process Segments | Product Definition and Capability | Production Schedules | Production Performance
• Types of Projects: Facility Update | Addition to Existing Process | Technology Replacement | New Facility
• Fundamentals: Activity/Phase Concept | Best Practices | Phase Interaction | What to Do/How to Do it | Do it
• Project Development: Schedule Preparation | PERT | CPM | GANT | Cost

Classroom/Laboratory Exercises:

• Conduct security threat analysis
• Identify key business processes and objects
• Identify process segment definitions
• Practice project scheduling techniques

You Will Be Able To:

• Identify Local Area Network (LAN) topologies and protocols
• Define the different Ethernet varieties and which are best for industry
• Discuss the principles behind creating an effective long-term security program
• Define the basics of risk and vulnerability analysis methodologies
• Specify the requirements for an enterprise-control integration solution
• Explain the business drivers involved in integration
• Identify project types and overall goals and objectives
• Explain the four important objectives critical to automation projects vs. the three objectives typical of other projects

DAY 5: Advanced Process Automation

You Will Cover:

• Physical Model: Process Cells | Units | Equipment Modules | Control Modules
• Recipe Information Categories: Header | Procedure | Formula | Equipment Requirements
• Procedural Control Model: Procedure | Unit | Operation | Phase
• Modes and States: Exception Handling | Allocation and Arbitration
• Control Activity Model: Recipe Management | Production Planning and Scheduling | Production Information Management | Process Management | Unit Supervision | Process Control | Personnel and Environmental Protection
• Integration: Communications | Manufacturing Execution System (MES) | Network Security
• Workflow and Project Leadership: Opportunity Identification and Project Justification | Communications and Team Processes

Classroom/Laboratory Exercises:

Develop procedural elements using the ANSI/ISA88 procedural control model and test those procedural elements against the equipment entities

You Will Be Able To:

• Specify the requirements for a batch control system
• Effectively structure and subdivide equipment entities
• Describe modes and states and how they are applied at the equipment level
• Describe the interfaces that are needed between batch control and other systems within an enterprise
• Apply the critical areas of automation opportunity identification and project justification
• Interpret the best practice methodology for automation project execution

Are you looking to take your PE Engineering Exam for the State of Texas in October?

Are you looking for a Group to Study with?  HOUSTON ISA Section is your answer.

All Future Control Systems PEs!

Sign up quickly with ISA Houston Section which is offering a 10-session professional study group course to prepare you to pass the Control Systems Engineer (CSE) Professional Engineer (PE) examination in October.

The course includes exam preparation materials that will be reviewed during each session with a knowledgeable facilitator. If you are a control systems professional in the Houston area and are planning to take the CSE exam, follow this link to find out more information and register for the course.”

For each session you want to attend you MUST sign up for that session. Also, you must be a ISA member in good standing. These sessions are at no charge and are provided as a service from the ISA Houston Section.

In order to receive the discount for ISA books, you must register no later than July 31^st.

For questions on the CSE Exam Study Course please email  the assistant education chair, Glen Wood, at glnwd15@gmail.com