RAOTM Tech Session
T101 - Migrating your HMI System
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PUBLIC - 5058-CO900G
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
Agenda
Why Migrate to Integrated Architecture
How to Migrate
What’s New in HMI Software
RSView32 to FactoryTalk View SE migrations
FactoryTalk View SE / ME 64-bit database conversion
Competitive software conversions
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2
RA Product Lifecycle Stages
Active
Active
Mature
End of
Life
Discontinued
Active

The most current product offering within a category of product.
Active Mature

Products fully supported and available, but a newer family within the product category is
available. Can realize benefits from migrating to newer family.
End of Life

A product discontinued date has been announced. Actively execute migrations and/or last
time buys.
Discontinued

New product is no longer available. Repair/exchange services may still be available.
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Product Lifecycle
Active
PanelView
Plus 7
Active
Mature
PanelView
Plus 6
End of
Life
Discontinued
PanelView
Standard
NEW
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www.rockwellautomation.com/legacy
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5
Migrate to Integrated Architecture
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Value of Integrated Architecture
 Reduce Development Time with FactoryTalk View software
 Global Objects and Faceplates
 Seamless Logix Connectivity


Direct tag browsing
Macros and Recipe Management
 Increase Productivity
 Trending and Datalogging
 PDF Viewer, MS Office Viewers
 Email
 Web browser
 Backup/Restore
 Keep connected with your Plant Floor
 FactoryTalk ViewPoint
 VNC
 FTP
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Productivity Tools
 Tools to get the job done efficiently!
PDF
Reader
Media
Player
Office Viewers
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Email
Datalog
Web
Browser
Backup / Restore
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Mobility Tools
FactoryTalk ViewPoint
VNC (Virtual Network Computing)
FTP (File Transfer Protocol)
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PanelView Plus 7
More Screen Options …..
Greater Resolutions …..
Additional Certifications …..
 New Displays
Increased screen resolution
 Wide screen options
 Additional sizes – from 4” to 19”

 Certifications:
ATEX
 INMetro, EAC – Release 2
 Marine (Future Performance models)
 IP66, IP54, NEMA 12, NEMA 13 and NEMA 4X

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PanelView Plus 7
Ethernet Connectivity
PanelView Plus 7 Standard
version include an embedded
Ethernet Port.
PanelView Plus 7 Performance
line comes with an embedded
switch (DLR).
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Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
FactoryTalk View ME
v8.0 Updates
Release information subject to change
Design-time security
• Each project has its own private security configuration
• Restore a project (MER/APA) without overwriting any other project’s security configuration
Updated Domain authentication
• Allows panel to authenticate with Server 2008/2012 domains
• Requires LDAP support to be enabled in end-user’s domain
Runtime user management
• Add and delete FactoryTalk users during runtime
• Change user’s group membership during runtime
Compatibility
• Windows 8 and Windows Server 2012 Support
• PanelView 7 Support
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Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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Agenda
Why Migrate to Integrated Architecture
How to Migrate
What’s New in HMI Software
RSView32 to FactoryTalk View SE migrations
FactoryTalk View SE / ME 64-bit database conversion
Competitive software conversions
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Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
13
PanelBuilder32 to FactoryTalk View ME
1.
2.
Open your PanelView Standard application in FactoryTalk View Studio.
Save it as a PanelView Plus compatible application.
80% of the time, no further modification
is required
Conversion log in FTView Studio identifies
any features not supported by PanelView
Plus 6 and 7
Typically may want to take advantage
of the enhanced features and graphics
available in PanelView Plus 6 and 7
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14
PanelBuilder32 Migration Guide
PanelBuilder32 Migration
to FactoryTalk View ME
Migrating PanelBuilder32
Applications
Publication: 2711P-AP001A-EN-P
This document will provide guidelines and procedures for migrating a
PanelView Standard terminal and applications to the PanelView Plus
terminal platform.
PanelView
Standard
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Prosoft Ethernet/IP to Remote I/O and DH+
 ProSoft Part Number: AN-X-AB-DHRIO
 EtherNet/IP HMI Adapter to Remote I/O and DH+
 Upgrade your HMIs without replacing your Control System
From - - >
To - - >
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PanelView Migration Information
Migration Tools
Migration Solutions - Lifecycle Extension & Migrations
Migration Links
http://www.rockwellautomation.com/solutionsservices/capabilities/migration-solutions/overview.page
On-Site Conversion & Migration Services
http://www.rockwellautomation.com/services/onsite
http://literature.rockwellautomation.com/idc/groups/literature
Legacy PanelView to PanelView Plus Catalog Conversion /documents/ap/2711p-ap002_-en-p.pdf
http://literature.rockwellautomation.com/idc/groups/literature
Migrating PanelView Standard Applications
/documents/ap/2711p-ap001_-en-p.pdf
StepForward Incentives Program
ProSoft Ethernet/IP to Remote I/O or DH+
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http://www.ab.com/stepforward/
http://www.prosofttechnology.com/prosoft/products/stand_alone_gateways/ether
net/ethernet_ip/an_x_ab_dhrio#
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
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Agenda
Why Migrate to Integrated Architecture
How to Migrate
What’s New in HMI Software
RSView32 to FactoryTalk View SE migrations
FactoryTalk View SE / ME 64-bit database conversion
Competitive software conversions
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18
A View for Every Manufacturing
Scenario
FactoryTalk View Site Edition
FactoryTalk View Machine Edition
Scalable PC Based HMI
Panel HMI
PanelView Plus and Compact
Industrial and Non-Industrial Computers and Monitors
FactoryTalk ViewPoint
Web-Based HMI
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Summary of FT View v8.0 release
 Products and Services Released:
 FactoryTalk View Site Edition 8.0
 FactoryTalk View Machine Edition 8.0
 FactoryTalk ViewPoint 8.0
 FactoryTalk Services Platform 2.70
 FactoryTalk Alarms and Events 2.70
 RSLinx Enterprise 5.70
 RSLinx Classic 3.70
 FactoryTalk Activation 3.62.01
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FactoryTalk View SE v8.0
August 2014 Release
Streamlined
Installation
• Unattended Install
• Streamlined Client
Install
• Uninstall
FactoryTalk View
Tool
• FT Historian
Connectivity Tools
Improved Run-Time
Experience
Alarming
Improvements
• Confirmation
Popup*
• Button Enable
Disable*
• Improved display of
screen values
• Enhanced surface
area for touch
animation*
• New User Group
Security functions
• Alarm Severity
Improvements
• Configure Alarm
Sounds for Banner
• Out of Scope alarm
occurrence
handling
• Alarm Banner Sort
Order
improvements
• Alarm Log Viewer
Improvements
Configuration and
Application Building
• Capture Value
before Change
• Remote Studio for
Network Station
• VBA import and
export
Expanded Operating
System Support
• Windows 8
• Windows 8.1
Update
• Windows 2012
Server R2
• Cache
Management Tool
• Last release
supporting Older
Microsoft Operating
Systems
* - Supported in ViewPoint 8.0
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Agenda
Why Migrate to Integrated Architecture
How to Migrate
What’s New in HMI Software
RSView32 to FactoryTalk View SE migrations
FactoryTalk View SE / ME 64-bit database conversion
Competitive software conversions
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Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
22
Product Lifecycle
Active
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Active
Mature
End of
Life
Discontinued
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23
Changing Technology
 Platform evolution - operating system and PC
 Windows XP– MS support ended April 8, 2014




No software updates
No security updates for virus protection!
No new driver support
FT View v8.0 is final release to support Windows XP
64-bit platform and operating systems becoming standard
 Data sharing with the Integrated Architecture and FactoryTalk
 Distinction between HMI and other systems starting to blur
 Better integration with controllers
 Integrate with FT Historian, FT AssetCentre,
VantagePoint and ViewPoint
 Adoption of commercial advancements in technology
 Virtualization can save capital expense in server infrastructure and administration
costs
 Increased demand for mobile HMI solutions
 Modern HMI environment for new personnel entering the workforce

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What is the status of RSView32?
 Do I have to migrate - is RSView32 going away?
 No - RSView32 will be supported as long as 32-bit systems
are available
 RSView32 v7.60 does provide support for Windows 7 32-bit
 However, there are no plans for RSView32 to support 64-bit
operating systems
 If moving to 64-bit systems, you will need to either migrate to
FactoryTalk View SE or employ a solution such as
virtualization
 Many RSView32 systems are deployed on computers with
Windows XP – IT departments may have notified the plant to
develop a migration plan
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Benefits of migrating to
FactoryTalk View SE
 Application development tools
 Redundancy
 FactoryTalk Live Data and Direct
Referencing
 FactoryTalk Services Platform
 Audit trails and e-signature for
regulatory compliance
 FactoryTalk ViewPoint
 Client-side VBA (client-stored and
executed)
 Information product integration with
FactoryTalk VantagePoint,
Historian ME
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Primary
Server
Secondary
Server
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
26
About FactoryTalk View Studio
 FactoryTalk View Studio is the single development environment for both
FactoryTalk View SE and ME
 Is also the tool used to migrate RSView32 applications to FactoryTalk View SE
 Four types of applications can be created in FactoryTalk View Studio
 Network Distributed (SE) - multi-client, multi-server application with components
running on different machines
 Network Station (SE) – single-client application with all components running on one
machine, but with the ability to connect to system components on remote machines
 Local Station (SE) – single-client application with all components running on a single
machine
 FactoryTalk View Machine Edition (ME) – application that runs on either a
PanelView Plus terminal or on a PC running FactoryTalk View ME Station
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How to migrate an RSView32 application
to FactoryTalk View SE
Create a FactoryTalk View SE project
 Select the type of application you want to create: Site Edition (network
distributed or network station) or Site Edition (local) and give it a name
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How to migrate an RSView32 application
to FactoryTalk View SE
Add a new Area, and then create a new HMI Server in it
 Right-click on the application and
select Add New Server > HMI Server
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
In the HMI Server Wizard, select
Import a project and click Next

Browse to the RSView32 project
that you are importing
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How to migrate an RSView32 application
to FactoryTalk View SE
 Provide a name for the new HMI Server and select the computer that will
host the HMI server; click Finish to import the RSView32 application
 The RSView32 project is imported into FactoryTalk View SE
 You will see displays and the tag database in the project as well as:




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Animations
Text
Alarms
Expressions
 Libraries
 Parameter Files
 Images
 Recipes
 Macros
 Derived Tags
 Global Keys
 Events
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How to migrate an RSView32 application
to FactoryTalk View SE
 Finishing steps
 Create a data server to communicate with the controller – see AID 29663
 Convert or configure alarms – HMI tag alarms can be converted to
FactoryTalk Alarms; controller-based alarms are available for use in View SE
through FactoryTalk Alarms and Events
 Configure startup components and create client files
 Convert graphics to use direct referencing
 Migrate functionality created with RSView32 VBA – see AID 51770
 Create Users and configure Security
 Migrate RSView32 extension functionality
 Be aware of best practices in FactoryTalk View SE
 AID 37110 has links to many best practice documents, as well as patches
and application notes
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Utilities and tools available for migration
 Alarm Migration tool
 Used to convert HMI alarms to FactoryTalk Alarms
 Converts alarm tags to a format usable by the FT Alarms and Events
server
 Available in Knowledge Base AID 45583
 Tag Import and Export wizard
 Built into FactoryTalk View Studio
 Used to export HMI tag information to a .CSV file, which can then be:


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Imported into a FactoryTalk Alarms and Events server
Edited using Excel, then re-imported into an application
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32
Utilities and tools available for migration
 Legacy Tag Database Conversion utility
 Installed with FactoryTalk View v6.1, 7.0, or 8.0
 Also available in Knowledge Base AID 450509
 Converts tag database from old (Watcom) format to new (SQL Server
Express) format that supports 64-bit systems
 Allows you to import RSView32 project into FactoryTalk View on 64-bit
machine
 HMI Tag to Direct Reference Converter Wizard
 Converts HMI tag database references in graphic objects to direct
controller references
 Available in Knowledge Base AID 31289
 Can be used with both View SE and View ME
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Helpful links
 RSView32 to FactoryTalk View SE Migration Guide –
Lit Library Doc ID: FTALK-QR004A-EN-P
 Covers details on what does and does not convert,
importing RSView32 app into FT View SE
 Knowledge Base articles
 27708- RSView32 to View SE Conversion
Guidelines
 46786 – How to convert an RSView project to
FactoryTalk View SE Distributed
 51770 – Sample app showing VBA migration
 70818 – FactoryTalk Alarms and Events with
Win-911
 57990 – FactoryTalk ViewPoint tips and best
practices
 40891 – FactoryTalk View SE Server
Redundancy Guidelines
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Helpful links
 RSView32 to FT View SE migration site
 http://campaign.rockwellautomation.com/hmi-home
 Collection of tools to help with
decisions and process of
migrating
 Many new videos there
covering why you should think
about migrating, technical tips
and a demo of migrating an app,
and success stories
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35
Agenda
Why Migrate to Integrated Architecture
How to Migrate
What’s New in HMI Software
RSView32 to FactoryTalk View SE migrations
FactoryTalk View SE / ME 64-bit database conversion
Competitive software conversions
PUBLIC
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
36
Moving to a 64-bit system
 Be aware that a 64-bit OS requires FT View SE v6.1 or later
 RSView32 does NOT support 64-bit operating systems
 Neither do pre-v6.1 versions of FT View SE / ME
 In v6.1 of FactoryTalk View, database format changed to support 64-bit
 Now based on SQL Server
 Older projects need the tag DB converted before use on 64-bit OS
 Couple ways to do this:
 Open older View SE project in v6.1 or later - automatically converts
DB
 Use the Legacy Tag Database Conversion Tool to convert tag DB
AID 450509 – FactoryTalk View SE and ME v6.1 Legacy Tag
Database Conversion Tool
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37
Converting a pre-v6.1 FT View project
32-bitmachine
machinewith
with
32-bit
pre-v6.1FT
FTView
View
pre-v6.1
 Install Legacy Tag DB Converter
and run it
 Select project to be converted and
export Legacy Tag Database
 .CSV files will be created in project
folder
 Copy entire folder over to 64-bit
machine
 Can use Application Manager to
create archive .APA for ME project
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64-bit machine with
v6.1 or later FT View
 For ME .APA, first run Application
Manager to restore project
 Run Legacy Tag DB Converter
(installed with FT View v6.1+)
 Select FT View SE/ME application
type and browse to project folder
 Tag DB is converted…can now
open application in FT View v6.1 or
later!
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
38
Converting an RSView32 project
32-bitmachine
machinewith
with
32-bit
RSView32
RSView32
 Install Legacy Tag DB Converter
and run it
 Select RSView32 project to be
converted and export Legacy Tag
Database
 .CSV files will be created in
RSView32 project folder
 Copy entire folder over to 64-bit
machine, including .CSV files
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64-bit machine with
V6.1 or later FT View SE
 Run Legacy Tag DB Converter
(installed with FT View v6.1 or
later)
 Create FT View tag DB in new
format
 Select RSView32 application type
and browse to project folder
 Tag DB is converted…can now
import RSView32 project into FT
View SE v6.1 or later!
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
39
Legacy Tag Database Conversion Summary
 Users who do not plan to use FactoryTalk View on a 64-bit OS do not
need to use the utility!
 Opening a pre-v6.1 project in FactoryTalk View v6.1 or 7.0 on a 32-bit
OS will automatically convert the tag database to SQL Server 2008 R2
Express
 Importing an RSView32 project into FactoryTalk View v6.1 or 7.0 (32bit) will also automatically convert the tag database
 Users who are planning to use pre-v6.1 FactoryTalk View projects on a 64bit OS are required to use the utility
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Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
40
Agenda
Why Migrate to Integrated Architecture
How to Migrate
What’s New in HMI Software
RSView32 to FactoryTalk View SE migrations
FactoryTalk View SE / ME 64-bit database conversion
Competitive software conversions
PUBLIC
Copyright © 2014 Rockwell Automation, Inc. All Rights Reserved.
41
Competitive application conversions
 StepForward applies for any competitor
HMI software migration
 Trade-in one for one license toward
FactoryTalk View SE
 Competitive Application Conversion Utilities
 For Wonderware InTouch and
Intellution iFIX/FIX32
 Not a complete conversion!
 Tag DB and displays convert,
scripts and ActiveX do not
 Helps get conversion started
 For details talk to your
distributor or RA sales
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42
Thank you!
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