RSBizWare Administration Guide

RSBizWare Administration Guide
ADMINISTRATION GUIDE
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Supersedes Publication BZWARE-IN001L-EN-P-June 2013
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© 2014 Rockwell Automation Technologies, Inc. All Rights Reserved.
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Trademark Notices
FactoryTalk, FactoryTalk Activation, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data,
FactoryTalk Metrics, FactoryTalk Services Platform, FactoryTalk Transaction Manager, FactoryTalk
VantagePoint, FactoryTalk ProductionCentre, Report Expert, Rockwell, Rockwell Automation, Rockwell
Software, and RSBizWare are trademarks of Rockwell Automation, Inc.
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otherwise, of Rockwell Automation, Inc.
For a complete list of products and their respective trademarks, go to
http://www.rockwellautomation.com/rockwellautomation/legal-notices/overview.page?%23tab4#/tab4.
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Warranty
This product is warranted in accordance with the product license. The product’s performance may be affected
by system configuration, the application being performed, operator control, maintenance, and other related
factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this
document do not cover all the details or variations in the equipment, procedure, or process described, nor do
they provide directions for meeting every possible contingency during installation, operation, or
maintenance. This product’s implementation may vary among users.
This document is current as of the time of release of the product; however, the accompanying software may
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Table of Contents
Chapter 1
Welcome to RSBizWare
Intended audience .......................................................................................11
The RSBizWare architecture.................................................................... 12
FactoryTalk Administration Console............................................... 14
Service Console.......................................................................................15
Security Services Manager .................................................................... 15
RSBizWare databases (SQL Server or Oracle) ............................... 15
Information Services Manager ............................................................ 16
Report Schedule Manager .................................................................... 16
Configuration Console ......................................................................... 16
Web-based client ....................................................................................16
FactoryTalk Transaction Manager Configuration Server ........... 17
FactoryTalk Transaction Manager .................................................... 17
Metrics Server Manager ........................................................................ 17
Where can I go for help? ............................................................................ 18
Chapter 2
RSBizWare prerequisites
Hardware and software requirements .................................................... 19
Running RSBizWare in a distributed environment............................ 19
RSBizWare product dependencies .......................................................... 19
Chapter 3
Installing RSBizWare
Clean installation: supported installation scenarios ........................... 22
Installation and configuration checklist ........................................... 23
Step 1: Install Internet Information Services (IIS) ........................ 25
Step 2: Install SQL Server 2012 Service Pack 1 .............................. 32
Verify the configuration of SQL Server....................................... 39
Step 3: Install FactoryTalk Services Platform ................................. 42
Step 4: Install FactoryTalk Activation .............................................. 44
Step 5: Configure FactoryTalk Activation ...................................... 45
Step 6: Install RSLinx Enterprise ....................................................... 45
Step 7: Create an RSBizWare SQL Server database ...................... 46
Step 8: Create an RSBizWare SQL Server database user ............. 47
Step 9: Install SQL Server 2012 Native Client ............................... 51
Step 10: Configure the ODBC data source ..................................... 52
Repair the connection to SQL Server .......................................... 57
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Step 11: Verify if the local computer is added to the FactoryTalk
Administration Console....................................................................... 59
Step 12: Configure FactoryTalk groups and users ......................... 60
Configure Windows-linked FactoryTalk users ......................... 60
Configure FactoryTalk users ......................................................... 64
Step 13: Install RSBizWare ................................................................. 66
Step 14: Register the Security Services Manager............................. 68
Step 15: Register the Information Services Manager..................... 69
Step 16: Associate Metrics Server Manager with Information
Services Manager ....................................................................................73
Configure user-defined summarization fields (flex-fields) ..... 76
Step 17: Assign activations to RSBizWare servers ......................... 79
Step 18: Assign client activations to users ........................................ 81
Step 19: Assign application privileges to users ................................ 82
FactoryTalk Historian and FactoryTalk Metrics privileges ... 84
Step 20: Register FactoryTalk Transaction Manager .................... 85
Step 21: Define FactoryTalk Transaction Manager
configurations .........................................................................................87
Step 22: Register FactoryTalk Transaction Manager
configurations .........................................................................................91
Step 23: Configure SQL Server Reporting Services (SSRS) ........ 95
Step 24: Verify the SSRS configuration ............................................ 98
Step 25: Install and configure Report Expert ............................... 100
Step 26: Configure the FTMetricsEditors group ........................ 103
Step 27: Verify the Report Expert installation ............................. 105
Congratulations! ................................................................................. 106
Removing RSBizWare............................................................................. 107
Chapter 4
Migrating RSBizWare
4
Migration: supported migration scenarios ......................................... 110
Migration checklist ............................................................................. 112
Step 1: Back up your FactoryTalk Transaction Manager
configuration ........................................................................................ 115
Step 2: Back up your RSBizWare SQL Server database............. 118
Step 3: Keep your database users for reference ............................. 121
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Step 4: Keep your ODBC data source configuration for reference
123
Step 5: Keep your FactoryTalk Administration Console
configuration for reference ............................................................... 124
Step 6: Install Internet Information Services (IIS) ..................... 126
Step 7: Install SQL Server 2012 Service Pack 1 ........................... 132
Step 8: Install FactoryTalk Services Platform .............................. 138
Step 9: Install FactoryTalk Activation ........................................... 139
Step 10: Configure FactoryTalk Activation ................................. 140
Step 11: Install RSLinx Enterprise .................................................. 140
Step 12: Restore your RSBizWare SQL Server database ........... 141
Step 13: Recreate your RSBizWare SQL Server database user. 144
Step 14: Install SQL Server 2012 Native Client.......................... 148
Step 15: Recreate the ODBC data source ..................................... 150
Repair the connection to SQL Server ....................................... 154
Step 16: Verify if the local computer is added to the FactoryTalk
Administration Console.................................................................... 156
Step 17: Recreate your applications ................................................ 157
Step 18: Add a local Administrator account as a Windows-linked
user 158
Step 19: Recreate your users ............................................................. 162
Step 20: Install RSBizWare .............................................................. 164
Step 21: Register the Security Services Manager.......................... 166
Step 22: Register the Information Services Manager.................. 167
Step 23: Associate Metrics Server Manager with Information
Services Manager ................................................................................. 171
Step 24: Assign activations to RSBizWare servers ...................... 172
Step 25: Assign client activations to users ..................................... 175
Step 26: Assign application privileges to users ............................. 176
FactoryTalk Historian and FactoryTalk Metrics privileges 178
Step 27: Restore your FactoryTalk Transaction Manager
configuration ........................................................................................ 179
Step 28: Register the configuration in the RSBizWare SQL
Server database ..................................................................................... 181
Step 29: Update your FactoryTalk Transaction Manager
configuration ........................................................................................ 183
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Step 30: Register FactoryTalk Transaction Manager ................. 187
Step 31: Register the configuration in the Service Console ...... 188
Step 32: Configure SQL Server Reporting Services (SSRS) ..... 191
Step 33: Verify the SSRS configuration ......................................... 193
Step 34: Install and configure Report Expert ............................... 196
Step 35: Configure the FTMetricsEditors group ........................ 200
Step 36: Verify the Report Expert installation ............................. 201
Step 37: Start your FactoryTalk Transaction Manager
configuration ........................................................................................ 202
Congratulations! ................................................................................. 204
Chapter 5
Post-installation tasks
Configuring Internet Explorer trusted sites ....................................... 205
Installing RSBizWare Sample Data ..................................................... 205
Chapter 6
Upgrading RSBizWare on
Microsoft Windows Server 2008
R2 SP1
Preparing for the upgrade ....................................................................... 208
Upgrading FactoryTalk Services Platform ......................................... 209
Upgrading the RSBizWare suite ........................................................... 210
Chapter 7
Administering RSBizWare
servers
Starting and stopping RSBizWare servers .......................................... 211
Managing Information Services Manager scheduled items ............ 212
Managing Information Services Manager external data sources ... 212
Handling temporary database connection loss in the Information
Services Manager ...................................................................................... 214
The Metrics Server Manager settings file............................................ 216
Chapter 8
Controlling access to your
RSBizWare system
6
Software activation options ................................................................... 222
Server activations for FactoryTalk Metrics ................................... 222
Server activations for FactoryTalk Historian Classic ................. 223
Client activations for FactoryTalk Metrics .................................. 224
Client activations for FactoryTalk Historian Classic ................ 226
Example: FactoryTalk Metrics activation ..................................... 227
Example: FactoryTalk Historian Classic activation ................... 229
FactoryTalk Historian for Batch activation options .................. 230
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Managing FactoryTalk user groups and users.................................... 231
Configuring FactoryTalk user groups ............................................ 231
Configuring Windows-linked user groups ................................... 233
Updating the Service Console with users and groups changes . 235
Chapter 9
Managing user access
Assigning application privileges to groups .................................... 237
Assigning object permissions to users and groups ....................... 238
Configuring default object permissions ................................... 238
Configuring custom object permissions ................................... 242
Chapter 10
Configuring data collection
Types of control connectors for the data collection......................... 243
Types of enterprise connectors for the data collection .................... 244
Unregistering FactoryTalk Transaction Manager configurations 245
Starting and stopping FactoryTalk Transaction Manager
configurations............................................................................................ 248
Troubleshooting ....................................................................................... 249
Chapter 11
Reporting diagnostic messages
Types of diagnostic messages ................................................................. 251
Ways of logging diagnostic messages.................................................... 252
Configuring server log files..................................................................... 252
Viewing diagnostic logs ........................................................................... 255
Appendix A
Advanced topics
Remote connection to an RSBizWare server ..................................... 257
Registering the Excel Add-in ................................................................. 258
Appendix B
Database tips
Maintaining frequently used RSBizWare tables and indexes ........ 261
Using Oracle with RSBizWare ............................................................. 262
Recommended database settings ..................................................... 263
Creating tablespaces ...................................................................... 263
Configuring the database user .................................................... 263
Creating a Net Configuration connection .............................. 264
Configuring the Oracle ODBC data source ........................... 265
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Tuning the Oracle database for FactoryTalk Historian Classic
265
Improving the performance of your RSBizWare Oracle
database 265
Preparing to run the Oracle database ........................................ 267
Appendix C
Data compression
Benefits of using the data compression ............................................... 269
How the data compression works ........................................................ 270
Compression ratio .................................................................................... 271
Viewing compressed data........................................................................ 271
Preparing the SQL Server uncompress view ................................. 272
Querying the SQL Server uncompress view ................................. 273
Data compression considerations ......................................................... 274
Appendix D
Application notes for
FactoryTalk Transaction
Manager
8
Setting the real-time clock in a ControlLogix processor using
FactoryTalk Transaction Manager ...................................................... 278
In the processor ................................................................................... 279
In the database ..................................................................................... 279
In FactoryTalk Transaction Manager ............................................ 281
Getting date/time information from a ControlLogix processor to a
database ....................................................................................................... 281
In RSLogix 5000.................................................................................. 281
In FactoryTalk Transaction Manager ............................................ 282
Special considerations for a distributed Microsoft COM+
application .................................................................................................. 283
Enabling network COM+ access for COM+ connectors in
FactoryTalk Transaction Manager ...................................................... 284
Configuring the Oracle 10g Instant Client for FactoryTalk
Transaction Manager .............................................................................. 284
Configuring FactoryTalk Transaction Manager Connectivity to
SQL Server using Windows authentication ...................................... 285
Configuring the SQL Server authentication ................................ 285
Configuring the Windows-only authentication.......................... 286
Configuring FactoryTalk Transaction Manager for connections
with SQL Server .................................................................................. 287
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Data types supported by SQL Server ................................................... 289
Behaviors when setting substitution options for FactoryTalk data
points ........................................................................................................... 289
Resolving IP address to host name issues ............................................ 290
Removing a Configuration Server computer from FactoryTalk
Transaction Manager .............................................................................. 291
Starting and stopping FactoryTalk Transaction Manager services
manually ..................................................................................................... 292
Considerations for distributed configurations .................................. 293
Considerations for copying and pasting FactoryTalk data points 294
Windows Event Viewer tips .................................................................. 296
Running RSLinx Classic as a service .................................................... 296
Data block support................................................................................... 297
Sending data blocks from FactoryTalk Transaction Manager to a
stored procedure .................................................................................. 297
Sending data blocks from multiple rows in a table using Integer
data 299
Sending data blocks from one row in a table using Integer data
301
Sybase values .............................................................................................. 303
Int64 Signed/Unsigned in the Expression Editor ............................ 303
Int64 Signed/Unsigned as an output parameter in a stored
procedure .................................................................................................... 303
Substituting values for a data point ...................................................... 304
Verifying BigInt data types after FactoryTalk Transaction Manager
update .......................................................................................................... 304
Restoring default dialog box sizes ......................................................... 304
Miscellaneous ............................................................................................ 305
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Chapter 1
Welcome to RSBizWare
RSBizWare is a suite of tools and services aimed at increasing your
manufacturing floor effectiveness and profitability with solutions
that target scheduling, performance analysis and improvement, and
data acquisition and integration.
With the RSBizWare suite of tools you can:
• Improve gross margins and net profit without adding capacity
or increasing your order volume.
• Gain a higher return on your investments in enterprise
resource planning, customer relationship management, supply
chain management, and shop-floor automation.
• Predict delivery dates accurately.
• See the impact of change so you can respond proactively.
Intended audience
This document is designed to help you understand the components
that make up the RSBizWare suite of products. It also describes the
steps required to install and configure the RSBizWare software
properly and the options you have when deploying the RSBizWare
software in your enterprise.
This document is intended for the following types of users of the
RSBizWare software:
• Database / network administrators
Create and maintain system databases and network resources,
including logon accounts.
They should be familiar with:
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Chapter 1 Welcome to RSBizWare
• Microsoft Windows operating systems.
• User accounts and security in the enterprise.
• Microsoft SQL Server or Oracle Enterprise Manager.
• Open Database Connectivity (ODBC).
• RSBizWare administrators
Install and configure the RSBizWare system so that it is ready
for use for the end users.
They should be familiar with:
• Microsoft Windows operating systems.
• User accounts and security in the RSBizWare system.
• Open Database Connectivity (ODBC).
• Control system architecture, plant model (physical layout),
and data model.
• If connecting to external databases, the RSBizWare
administrators should be also familiar with the location and
structure (schema) of those databases.
The RSBizWare architecture
The RSBizWare architecture is highly scalable. You can install the
entire system on a single computer, or you can distribute services
across several computers on a network. For example, you may choose
to install the administrative and data collection services on a
server-class computer in a secured room, while the client software is
installed on several computers throughout your enterprise.
The RSBizWare architecture has been optimized for performance
and ease of administration. This leads to a system in which each
functional application (e.g., FactoryTalk Metrics) is not always
contained in a single software component. In many cases, a
functional application may reside in several of the software
components that make up the RSBizWare architecture.
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To understand this relationship, you need to understand the
RSBizWare software architecture as shown in the following
diagrams.
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Chapter 1 Welcome to RSBizWare
FactoryTalk Administration
Console
The FactoryTalk Administration Console is a stand-alone tool that
allows you to configure and manage FactoryTalk-enabled
applications. You must install at least one instance of the
FactoryTalk Administration Console. You will use the FactoryTalk
Administration Console to:
• Create and configure application, area, and data server
elements in the FactoryTalk Directory.
• Set up redundancy for OPC data servers.
• Configure client computers to recognize the location of a
FactoryTalk Directory server.
• Configure options for routing and logging system-wide
diagnostic messages.
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• View system-wide diagnostic messages.
• Create and configure system groups and users.
Service Console
The Service Console is the center of the RSBizWare architecture.
The Service Console is a Microsoft Management Console (MMC)
snap-in that provides administrative functions for RSBizWare
services. The Service Console is capable of accessing and controlling
RSBizWare services that are running on computers across a TCP/IP
network or on the local computer. It supports the tasks of server
administration, activation and privilege assignment, and any custom
functionality specific to the RSBizWare service that is being
managed.
NOTE
The Service Console requests access to the Windows Service Control
Manager with the SERVICE_ALL_ACCESS Access Right. Because of this
the Windows user who logs into the Service Console is required to be a
Windows administrator.
Security Services Manager
The Security Services Manager is the primary Windows service with
which the Service Console interacts when performing its
administration functions. RSBizWare application servers, such as
the Information Services Manager, are registered with the Security
Services Manager as part of the initial configuration process. There is
generally a single Security Services Manager running in an enterprise.
RSBizWare databases (SQL
Server or Oracle)
The FactoryTalk Historian Classic and FactoryTalk Metrics
applications require a single database for permanent storage.
Although they share the same database, each application uses unique
tables to support its core functions.
The RSBizWare database can be:
• A Microsoft SQL Server database.
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Chapter 1 Welcome to RSBizWare
If you plan to use a Microsoft SQL Server database, SQL
Server 2008 R2 and any required service packs can be installed
from the DVD included with the software.
• An Oracle database.
If you plan to use an Oracle database, the Oracle database
software must be installed on a computer that is accessible to
the computers that will host the RSBizWare applications.
Information Services
Manager
The Information Services Manager is a Windows service that
provides all FactoryTalk Historian Classic and Metrics Server
Manager functionality, including FactoryTalk Historian Classic
time-series data configuration and storage, and FactoryTalk Metrics
performance parameter data configuration and storage.
Report Schedule Manager
The Report Schedule Manager is a user application that runs,
minimized, in the system tray. The Report Schedule Manager
controls the execution of reports that have been scheduled by a
Configuration Console and logs diagnostic results. Typically, the
Report Schedule Manager is on the computer where the
Information Services Manager is installed.
Configuration Console
The Configuration Console provides FactoryTalk Historian Classic
and FactoryTalk Metrics client functionality, including the ability to
configure the plant model, shift patterns, FactoryTalk Historian
Classic time-series data collection, and FactoryTalk Metrics
performance parameters, and to create and/or view RSBizWare
reports. The Configuration Console also provides FactoryTalk
Historian for Batch add-on functionality.
Web-based client
Web-based clients such as Microsoft Internet Explorer provide the
ability to connect to the Information Services Manager and view
RSBizWare reports without having the RSBizWare software
installed on the client computer; instead, the Information Services
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Manager hosts a special Web page, the Quick Web Home Page, to
give users view-only access to RSBizWare reports stored on the
server.
FactoryTalk Transaction
Manager Configuration
Server
The FactoryTalk Transaction Manager Configuration Server is a
Windows service that runs continuously to provide a single interface
to the configuration files (.dat files) that make up FactoryTalk
Transaction Manager. The Configuration Server simplifies access to
configuration files by filtering all changes to the files and interfacing
with other FactoryTalk Transaction Manager services. A collection
of all changes that affect a configuration can be recorded in an audit
trail.
FactoryTalk Transaction
Manager
FactoryTalk Transaction Manager is an industrial transaction
manager that provides a bidirectional link from control systems to
enterprise databases. In the RSBizWare suite, FactoryTalk
Transaction Manager Lite is an embedded component that is used
by FactoryTalk Historian Classic and FactoryTalk Metrics as the
underlying data acquisition engine.
Metrics Server Manager
The Metrics Server Manager—also referred to as the FactoryTalk
Metrics Enterprise Connection—is a Windows service that resides
between FactoryTalk Transaction Manager and the RSBizWare
database in order to provide an optimized engine for FactoryTalk
Metrics calculations. All FactoryTalk Transaction Manager
transactions that are created for FactoryTalk Metrics data collection
send data to the Metrics Server Manager, not directly to the
database.
The Metrics Server Manager performs the following functions:
• Manages all timers, counters, and formulas defined in the
FactoryTalk Metrics application.
• Summarizes raw control system data.
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• Creates FactoryTalk Metrics Workcell History records in the
RSBizWare database.
• Creates FactoryTalk Metrics Event History records in the
RSBizWare database.
Where can I go for help?
Consult the following resources for additional information about
the product:
• Release notes
The release notes contain current information about the
product, including hardware and software requirements, new
features, known and fixed anomalies.
• User guides
The product user guides will help you understand how to use
the RSBizWare products.
• Online help
The online help provides general information and step-by-step
procedures for working with the product.
• Rockwell Automation Support Center
The support center provides a variety of services, such as
trainings, webinars, and online support that will improve your
experience using the RSBizWare suite.
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Chapter 2
RSBizWare prerequisites
In this chapter you will learn about the following:
• Hardware and software requirements (page 19)
• Running RSBizWare in a distributed environment (page 19)
• RSBizWare product dependencies (page 19)
Hardware and software
requirements
For up-to-date information on hardware and software requirements
of the RSBizWare suite, refer to the RSBizWare Release Notes,
available on the RSBizWare installation DVD.
Running RSBizWare in a
distributed environment
If you plan to run RSBizWare clients outside your company
network, you may need to open a port on your corporate firewall so
that external RSBizWare clients can connect to an RSBizWare
server. For information on opening a port on your corporate
firewall, see "Remote connection to the RSBizWare server (page
257)".
RSBizWare product
dependencies
Software media from Rockwell Automation bear a Coordinated
Product Release (CPR) code (i.e., CPR#) to identify compatibility
with other Rockwell Automation applications. The FactoryTalk
Services Platform and all of the FactoryTalk-enabled software
products participating in the same automation system must be part
of the same CPR. When running multiple software applications
from Rockwell Automation, you are advised to confirm the
compatibility of the versions before proceeding with installation.
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Chapter 2 RSBizWare prerequisites
The following RSBizWare products are dependent on the
FactoryTalk Services Platform:
• FactoryTalk Historian Classic
• FactoryTalk Metrics
The following RSBizWare products depend on the RSBizWare
Platform features:
• FactoryTalk Historian Classic
• FactoryTalk Metrics
• FactoryTalk Historian for Batch
• FactoryTalk Web Services (FTWS)
• FactoryTalk Transaction Manager Datapoint Migration Tool
The following RSBizWare products are dependent on FactoryTalk
Transaction Manager:
• FactoryTalk Historian Classic
• FactoryTalk Metrics
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Chapter 3
Installing RSBizWare
In this chapter you will learn how to perform a clean installation and
then configure the RSBizWare software on your computer.
The RSBizWare suite consists of the following components:
• FactoryTalk Historian Classic
• FactoryTalk Metrics
• FactoryTalk Transaction Manager
The installation can be performed on:
• Microsoft Windows Server 2012
• Microsoft SQL Server 2012 Service Pack 1
You should avoid running the RSBizWare installation from a
network DVD image. During the installation, the computer will
reboot and the installation may resume before the remote network
drives are mounted, which will result in an installation error. If you
have an image of the RSBizWare installation DVD on a remote
network drive, it is recommended that you first copy the installation
directories from the DVD to a temporary location on your
computer’s hard drive and run the installation from the hard drive.
You can delete the temporary copy of the DVD image from the hard
drive after the installation is complete.
If you encounter problems during RSBizWare installation and you
need to call support, make sure that you have access to the log file
created during installation. This file is named
RSBizWareX_YY_ZZ.log, where X corresponds to the major
version number, YY to the minor version number, and ZZ to the
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patch number. It is usually located in the \Documents and
Settings\username\Local Settings\Temp folder, where username
is the name of the installing user. However, this location can vary
depending on the value of the %TEMP% environment variable.
This file contains information that can help the support identify the
cause of your installation problem.
Clean installation: supported To perform a clean installation of RSBizWare and Report Expert,
choose either of the following scenarios:
installation scenarios
All-in-one installation
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Installation on two computers
Installation and
configuration checklist
In order to successfully install and configure your RSBizWare and
Report Expert software, follow the steps in the order presented
below.
Configuring SQL Server
Step 1: Install Internet Information Services (IIS) (page 25)
Step 2: Install (page 32) or verify the configuration of Microsoft
SQL Server 2012 Service Pack 1 (page 39)
Setting up your FactoryTalk environment
Step 3: Install FactoryTalk Services Platform (page 42)
Step 4: Install FactoryTalk Activation (page 44)
Step 5: Configure FactoryTalk Activation (page 45)
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Step 6: Install RSLinx Enterprise (page 45)
Setting up your RSBizWare SQL Server environment
Step 7: Create an RSBizWare SQL Server database (page 46)
Step 8: Create an RSBizWare SQL Server database user (page 47)
Step 9: Install SQL Server 2012 Native Client (page 51)
Step 10: Configure the ODBC data source (page 52)
Configuring FactoryTalk Administration Console
Step 11: Verify if the local computer is added to the FactoryTalk
Administration Console (page 59)
Step 12: Configure FactoryTalk groups and users (page 60)
Installing RSBizWare
Step 13: Install RSBizWare (page 66)
Configuring RSBizWare servers
Step 14: Register the Security Services Manager (page 68)
Step 15: Register the Information Services Manager (page 69)
Step 16: Associate Metrics Server Manager with Information
Services Manager (page 73)
Configuring security for RSBizWare
Step 17: Assign activations to RSBizWare servers (page 79)
Step 18: Assign client activations to users (page 81)
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Step 19: Assign application privileges to users (page 82)
Configuring data collection
Step 20: Register FactoryTalk Transaction Manager (page 85)
Step 21: Define FactoryTalk Transaction Manager configurations
(page 87)
Step 22: Register FactoryTalk Transaction Manager configurations
(page 91)
Installing and configuring Report Expert
Step 23: Configure SQL Server Reporting Services (SSRS) (page 95)
Step 24: Verify the SSRS configuration (page 98)
Step 25: Install and configure Report Expert (page 100)
Step 26: Configure the FTMetricsEditors group (page 103)
Step 27: Verify the Report Expert installation (page 105)
Step 1: Install Internet
Information Services (IIS)
TIP
• Internet Information Services (IIS) are required by Report Expert.
• If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
To install Internet Information Services (IIS):
1. On the Start screen, click Server Manager.
The Server Manager window appears.
2. Under Configure this local server, click Add roles and
features.
The Add Roles and Features Wizard appears.
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3. Click Next.
The Select installation type page appears.
4. Click Role-based or feature-based installation.
5. Click Next.
The Select destination server page appears.
6. Click Select a server from the server pool.
7. Under Server Pool, select the local server computer (i.e., the
computer on which you are performing these steps).
8. Click Next.
The Select server roles page appears.
9. Click Web Server (IIS).
The Add Roles and Features Wizard dialog box appears.
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10. Click Add Features.
11. Click Next.
The Select features page appears.
12. Select the following features:
Feature group
.NET Framework 3.5 Features
.NET Framework 4.5 Features
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Individual features
• .NET Framework 3.5 (Includes .NET 2.0 and 3.0)
• .NET Framework 4.5
• ASP.NET 4.5
• WCF Services
• HTTP Activation
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The Add Roles and Features Wizard dialog box appears.
13. Click Add Features.
14. Click Next.
The Web Server Role (IIS) page appears.
15. Click Next.
The Select role services page appears.
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16. Select the following role services:
Role group
Web Server
Management Tools
Services
• Common HTTP Features
• Default Document
• Directory Browsing
• HTTP Errors
• Static Content
• Security
• Request Filtering
• Windows Authentication
• Application Development
• .NET Extensibility 4.5
• ASP.NET 4.5
• ISAPI Extensions
• ISAPI Filters
• IIS Management Console
• IIS 6 Management Compatibility
• IIS 6 Metabase Compatibility
If a dialog box appears listing additional features required, click
Add Features.
17. Click Next.
The Confirm installation selections page appears.
18. Review the list of the features that will be installed.
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19. Select the Restart the destination server automatically if
required option.
The Add Roles and Features Wizard dialog box appears.
20. Click Yes to confirm selecting the option.
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21. Click Install.
The features that you have selected are being installed to your
server.
22. Once the installation is complete, click Close.
23. Open your web browser, and type http://localhost.
The IIS 8.0 logo displayed in the window of the web browser
confirms that the installation has been successful.
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Step 2: Install SQL Server
2012 Service Pack 1
TIPS
• If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
• It is recommended that you create a Windows user account or a
Windows Domain user account on the computer on which you are
installing SQL Server. You will use this account to install and
configure SQL Server.
For details, refer to the Microsoft Windows user documentation.
• If you already have an SQL Server installed, check (page 39) if its
configuration meets the configuration requirements of RSBizWare.
The FactoryTalk Historian Classic and FactoryTalk Metrics require
a single database for permanent storage. Although the applications
share the same database, each of them uses unique tables to support
its core functions. The database is referred to as the RSBizWare
database. It can be either a Microsoft SQL Server database or an
Oracle database.
If you plan to use Microsoft SQL Server, follow the steps presented
in these sections.
If you plan to use Oracle, see "Using Oracle with RSBizWare (page
262)".
To install SQL Server:
1. Run the SQL Server 2012 Service Pack 1 installation DVD.
The SQL Server Installation Center wizard appears.
2. Click Installation, and then click New SQL Server
stand-alone installation or add features to an existing
installation.
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The Setup Support Rules page appears.
3. Click OK.
The Product Key page appears.
The product key is already provided on the page.
4. Leave the default settings, and then click Next.
The License Terms page appears.
5. Read the license terms, click I accept the license terms, and
then click Next.
The Product Updates page appears.
6. Leave the default settings, and then click Next.
The SQL Server setup files are installed.
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The Setup Support Rules page appears.
7. Click Next.
The Setup Role page appears.
8. Click SQL Server Feature Installation, and then click Next.
The Feature Selection page appears.
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9. Select the following features:
10. Click Next.
The Installation Rules page appears.
11. Click Next.
The Instance Configuration page appears.
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12. Leave the default settings, and then click Next.
The Disk Space Requirements page appears.
13. Click Next.
The Server Configuration page appears.
14. On the Service Accounts tab, define accounts for each SQL
Server service.
15. Click the Collation tab, and then click Customize.
The Customize the SQL Server 2012 Database Engine
Collation dialog box appears.
16. Click SQL collation, used for backwards compatibility.
17. In the list, select SQL_Latin1_General_CP1_CI_AS.
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18. Click OK, and then click Next.
The Database Engine Configuration page appears.
19. Select Mixed Mode... as the authentication method.
20. Under Mixed Mode..., type the password for the SQL Server
System Administrator account (sa).
IMPORTANT
Make sure that you do not lose or forget the password for the sa
account. You will need to provide this password when you will
be configuring the SQL Server Reporting Services (SSRS).
21. Under Specify SQL Server administrators, add at least one
user as the SQL Server administrator.
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22. Click Next.
The Reporting Services Configuration appears.
23. Click Next.
The Error Reporting page appears.
24. Click Next.
The Installation Configuration Rules page appears.
25. Click Next.
The Ready to Install page appears.
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26. Click Install.
The Installation Progress page appears.
SQL Server 2012 is being installed.
27. Once your SQL server is installed successfully, close the SQL
Server Installation Center wizard.
Verify the configuration of
SQL Server
TIPS
• If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
• If you already have an SQL Server installed, use the following steps
to adjust its configuration to the requirements of the RSBizWare
suite.
To verify the configuration of your SQL Server:
1. On the Start screen, type any part of the name SQL Server
Installation Center (64-bit), and then click its shortcut.
The SQL Server Installation Center wizard appears.
2. Click Installation, and then click New SQL Server
stand-alone installation or add features to an existing
installation.
The Setup Support Rules page appears.
3. Click OK.
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The Product Updates page appears.
4. Leave the default settings, and then click Next.
The SQL Server setup files are installed.
The Setup Support Rules page appears.
5. Click Next.
The Installation Type page appears.
6. Click Add features to an existing instance of SQL Server
2012.
7. In the list, select the SQL Server 2012 instance that you will
use with RSBizWare.
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Click Next.
The Feature Selection page appears.
8. Make sure that your SQL Server configuration contains the
following features:
9. Do either of the following:
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• If your configuration contains all the features listed above,
click Cancel, and then quit the SQL Server setup.
• If your configuration misses any features listed above:
1. Add the features.
2. Continue with step 10 in "Step 2: Install SQL Server
2012 Service Pack 1 (page 32)", and finish the
configuration of your SQL Server.
Step 3: Install FactoryTalk
Services Platform
TIP
NOTE
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
It is recommended that you read the RSBizWare software release
notes before installing the software. The release notes may
contain more up-to-date information than was available when
this document was published. A shortcut to the release notes is
available in the installation wizard on the RSBizWare installation
DVD.
To install FactoryTalk Services Platform:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
2. Click FactoryTalk Metrics > Installation > Install
FactoryTalk Services Platform.
The installation wizard appears.
It lists pending programs that need to be installed before the
installation of FactoryTalk Services Platform.
3. Click Install.
Once the prerequisite programs are installed, the FactoryTalk
Services Platform installation wizard appears.
4. Click Next.
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5. On the License Agreement page, click:
6. Click Next.
7. On the Setup Type page, leave the default setting:
8. Click Next.
9. On the Ready to Install the Program page, click Install.
The Installing page presenting the installation status appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
10. Click Finish.
A message prompting you to restart the computer appears.
11. Click Yes.
Once the installation of the FactoryTalk Services Platform is
complete, you may configure the FactoryTalk Directory, which is a
FactoryTalk Services Platform component.
For more information, refer to the FactoryTalk Directory
documentation.
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Step 4: Install FactoryTalk
Activation
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
To install FactoryTalk Activation:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
2. Click FactoryTalk Metrics > Installation > Install
FactoryTalk Activation.
The installation wizard appears.
3. Click Next.
4. On the License Agreement page, click:
5. Click Next.
6. On the Ready to Install the Program page, click Install.
The Installing page presenting the installation status appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
7. Click Finish.
A message prompting you to restart the computer appears.
8. Click Yes.
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Step 5: Configure FactoryTalk
Activation
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
TIP
You need to activate your RSBizWare suite so that you can use its
features.
You activate RSBizWare by obtaining license activation file(s) from
the Rockwell Automation licensing website and assigning them to
the RSBizWare suite using the FactoryTalk Activation Manager.
To configure FactoryTalk Activation:
1. On the Start screen, type any part of the name FactoryTalk
Activation Manager, and then click its shortcut.
The FactoryTalk Activation Manager window appears.
2. Follow the instructions displayed in the window to configure
your activations.
TIP
Click Help for more information, or refer to the instructions from
the Activate Rockwell Software Products leaflet, available with
your product installation package.
See also
• Software activation options (page 222)
Step 6: Install RSLinx
Enterprise
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
To install RSLinx Enterprise:
1. Open the RSBizWare installation DVD.
2. Go to Common > 5.60.00-RSLE.
3. Double-click setup.exe.
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The RSLinx Enterprise installation wizard appears.
4. Click Next.
5. On the License Agreement page, click:
6. Click Next.
7. On the Setup Type page, leave the default setting:
8. Click Next.
9. On the Ready to Install the Program page, click Install.
The Installing... page presenting the installation status
appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
10. Click Finish.
Step 7: Create an RSBizWare
SQL Server database
TIP
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
FactoryTalk Historian Classic, FactoryTalk Metrics, and Report
Expert require a single SQL server database to operate, since they
share common tables in the database.
NOTE
46
Perform the following steps using a database user that has privileges to
create databases.
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To create an SQL server database for the RSBizWare software:
1. On the Start screen, click SQL Server Management Studio.
The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
2. Select the computer that hosts SQL Server.
3. Type the login and password, and then click Connect.
4. In the Object Explorer, right-click Databases and select New
Database.
The New Database dialog box appears.
5. In the Database name text box, type a name for the database,
for example RSBizWare.
6. Click OK.
The new database is saved and listed under Databases in the
Object Explorer.
See also
• Database tips (page 261)
Step 8: Create an RSBizWare
SQL Server database user
TIP
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
In this step you will create a user for your RSBizWare SQL database.
The user will take up the role of the database owner. In SQL Server,
a database user is called a login.
NOTE
Perform the following steps using a database user that has privileges to
create database users.
To create the RSBizWare database user:
1. On the Start screen, click SQL Server Management Studio.
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The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
2. Select the computer that hosts SQL Server.
3. Type the login and password, and then click Connect.
4. In the Object Explorer, expand the Security folder.
5. Right-click Logins, and then click New Login.
The Login - New dialog box appears.
6. In the Login name box, type a name for the database user.
In this example we will use RSBizWareUser.
7. Click SQL Server authentication.
8. In the Password box, create a password for the database user.
9. In the Confirm password box, retype the password that you
have created.
10. Clear the Enforce password expiration check box.
11. In the Default database list, select the name of your
RSBizWare database that you created (page 46).
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12. In the left pane of the Login - New dialog box, under Select a
page, click User Mapping.
13. Under Users mapped to this login, in the Map column,
check the box next to the name of your RSBizWare database.
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14. In the Default Schema column, in the row of your
RSBizWare database, type the name of your database user.
15. Under Database role membership for <DatabaseName>,
select the db_owner check box.
16. Click OK.
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Step 9: Install SQL Server
2012 Native Client
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
Otherwise, go to "Step 10: Configure the ODBC data source (page 52)".
It is necessary that you install the Microsoft SQL Server 2012 Native
Client on the target RSBizWare server computer so that you can use
it in the ODBC data source configuration to establish connection
with your RSBizWare SQL Server database.
To install the SQL Server 2012 Native Client:
1. Open the Microsoft SQL Server 2012 Feature Pack page
(http://www.microsoft.com/en-us/download/details.aspx?id
=29065).
2. Expand Install Instructions.
3. Scroll down to Microsoft® SQL Server® 2012 Native Client.
4. Click X64 Package.
5. Download the file.
6. Double-click sqlncli.msi.
The Microsoft SQL Server Native Client Setup wizard
appears.
7. Click Next.
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8. On the License Agreement page, click:
9. Click Next.
10. On the Feature Selection page, leave the default settings, and
then click Next.
11. On the Ready to Install the Program, click Install.
12. Once the installation is complete, click Finish.
Step 10: Configure the ODBC
data source
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer and the
Database server computer.
Before you install Report Expert on your server computer or
configure any of the RSBizWare services, you need to correctly
configure the Data Source Name (DSN) for Open Database
Connectivity (ODBC).
RSBizWare servers access databases using the ODBC functionality.
You need to create named connections to the RSBizWare database
and any other databases that you want the RSBizWare applications
to use.
Since both FactoryTalk Metrics and Report Expert are 32-bit
applications, you need to configure the DSN with the ODBC Data
Source Administrator for 32-bit applications.
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To configure the data source name (DSN) for ODBC:
1. On the Start screen, click Server Manager.
The Server Manager window appears.
2. On the Tools menu, click ODBC Data Source (32-bit).
The ODBC Data Source Administrator (32-bit) dialog box
appears.
3. Click the System DSN tab, and then click Add.
The Create New Data Source dialog box appears.
4. In the driver lists, select either of the following, depending on
the type of the driver for which you want to set up the data
source:
• SQL Server
• SQL Server Native Client 11.0
We recommend that you use the native client driver.
TIP
If you select the SQL Server driver, some of the wizard
pages may look different than those included in this
procedure. However, the steps are identical for both
drivers.
5. Click Finish.
The Create a New Data Source to SQL Server dialog box
appears.
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6. In the Name box, type the name of the data source.
In this example we will use ODBC
RSB.
7. (Optional) In the Description box, type the description of the
data source.
8. In the Server list, do either of the following:
• If your RSBizWare SQL Server database is on the computer
on which you are performing these steps, select (local).
• If your RSBizWare SQL Server database is on the database
server computer, select the name of this computer.
TIP
See "Create an RSBizWare SQL Server database (page
46)" for details.
9. Click Next.
10. Specify how SQL Server should verify login IDs:
1. Select the With SQL Server authentication... option.
2. In the Login ID and Password text boxes, type the name
and password of the RSBizWare database owner that you
created (page 47).
11. Click Next.
12. Click Change the default database to, and then select the
database that you created (page 46).
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13. Click Next.
14. Leave the default settings or modify them according to your
needs.
15. Click Finish.
The ODBC Microsoft SQL Server Setup dialog box appears.
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16. Verify the new ODBC data source configuration, and then
click Test Data Source.
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A message box with the test results appears.
TIP
Repair the connection to SQL
Server
TIP
If the test does not complete successfully, make sure that you
have selected the correct authentication mode for your SQL
Server (page 57), and then run the test again.
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
The RSBizWare configuration requires the mixed mode as the
authentication method for the SQL server. Follow the steps below
to verify and/or correct the authentication method you have
selected for your SQL server.
To check and/or correct the authentication method for the SQL
server:
1. On the Start screen, click SQL Server Management Studio.
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The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
2. Select the computer that hosts SQL Server.
3. Type the login and password, and then click Connect.
4. In the Object Explorer, right-click the server name, and then
select Properties.
The Server Properties dialog box appears.
5. Under Select a page, click Security.
6. Under Server authentication, check the selected server
authentication mode.
If the Windows authentication mode is selected, change it to
SQL Server and Windows Authentication mode.
7. Click OK.
The following message appears:
8. Click OK.
9. In the Object Explorer, right-click the server name, and then
select Restart.
The following message appears:
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10. Click Yes.
The server authentication mode will be updated.
Step 11: Verify if the local
computer is added to the
FactoryTalk Administration
Console
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
By default, the computer on which you have installed FactoryTalk
Services Platform is automatically added to the FactoryTalk
Administration Console, which is a part of FactoryTalk Services
Platform.
The computer should be listed in the Explorer, under System >
Computers and Groups > Computers.
If it is not listed there, you should add it manually.
To add your local computer to the FactoryTalk Administration
Console:
1. In the FactoryTalk Administration Console, in the Explorer,
expand System > Computers and Groups.
2. Right-click Computers, and then click New Computer.
The New Computer dialog box appears.
3. In the Computer text box, type the name of the computer, or
click
to search for it.
4. Click OK.
The computer is listed under Computers.
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In this section you will create FactoryTalk user groups and users.
Step 12: Configure
FactoryTalk groups and users The final infrastructure of groups and users will depend on your
specific requirements and may differ from the one presented below.
In the following examples, we will add the local Windows
Administrator account to FactoryTalk users. Then, we will create
another FactoryTalk user and add it to a user group:
• Configure Windows-linked FactoryTalk users (page 60)
• Configure FactoryTalk users (page 64)
TIP
For information on best practices for creating FactoryTalk user
groups and users, see the FactoryTalk Security help
(FTSecurityEN.chm), section "Best practices". The help file is
available in the following location: C:\Program Files
(x86)\Common Files\Rockwell\Help.
See also
• Managing FactoryTalk user groups and users (page 231)
Configure Windows-linked
FactoryTalk users
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
In these steps you will add a local Administrator account as a
Windows-linked user. The Administrator account is already
automatically added to the Windows Administrators group under
User Groups.
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To add a local Administrator account as a Windows-linked user:
1. In the FactoryTalk Administration Console, in the Explorer,
expand System > Users and Groups.
2. Right-click Users, and then click New > Windows-Linked
User.
The New Windows-Linked User dialog box appears.
3. Click Add.
The Select Users dialog box appears.
4. Click Advanced.
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The Select Users dialog box appears.
5. Click Find Now.
6. Under Search results, users from the selected location are
listed.
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7. Select a user, and then click OK.
The Windows user that you have chosen appears under Enter
the object names to select.
8. Click OK.
The Windows user appears in the New Windows-Linked
User dialog box.
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9. Click OK.
The newly added Windows-linked user appears under the
Users folder in the Explorer.
TIP
Configure FactoryTalk users
For more information on users and user groups in the FactoryTalk
Administration Console, refer to the FactoryTalk help. To open
the help file, on the Help menu click Contents.
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
TIP
To create FactoryTalk users:
1. On the Start screen, click FactoryTalk Administration
Console.
The FactoryTalk Administration Console window appears.
2. In the Select FactoryTalk Directory dialog box, click
Network, and then click OK.
TIP
If you have not already logged on to the FactoryTalk Directory,
you will be prompted to type your user name and password.
3. In the Explorer tree, expand Network > System > Users and
Groups.
4. Right-click Users, and then click New > User.
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The New User dialog box appears.
5. In the User name box, type a name of the user.
In this example we will use RSBizWareUser.
6. In the Password box, type a password for the user.
7. In the Confirm box, retype the password.
8. Click the Group Membership tab, and then click Add.
The Select User Group dialog box appears.
9. Click Administrators.
10. Click OK.
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In the New User dialog box, the Administrators group is listed
under Member of.
11. Click OK.
The newly created user appears under the Users folder in the
Explorer. The user belongs to the FactoryTalk Administrators
group.
For more information on configuring the FactoryTalk
Administration Console, refer to the FactoryTalk help. To open
the help file, on the Help menu click Contents.
TIP
Step 13: Install RSBizWare
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
To install RSBizWare:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
2. Click FactoryTalk Metrics > Installation > Install
RSBizWare.
The installation wizard appears.
3. Click Next.
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4. On the License Agreement page, click:
5. Click Next.
6. On the Customer Information page, type the following
information:
7. Click Next.
8. On the Setup Type page, click:
9. Click Next.
10. On the Ready to Install the Program page, click Install.
The Installing page presenting the installation status appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
11. Click Finish.
A message prompting you to restart the computer appears.
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12. Click Yes.
Step 14: Register the Security
Services Manager
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
TIP
The Security Services Manager is a Windows service that is
responsible for the following:
• Starting and stopping the RSBizWare server services.
• Administering licenses for all RSBizWare servers that are
registered with the Security Services Manager.
The Security Services Manager lets you manage the servers and
license activations from a single location.
To register the Security Services Manager:
1. On the Start screen, type any part of the name Service
Console, and then click its shortcut.
TIP
By default, the Service Console is located in the following
directory:
C:\Program Files (x86)\Rockwell
Software\RSBizWare\RSBizwareMgr.msc
The Service Console window appears.
The following message appears:
2. Click Yes.
The Service Console Registration dialog box appears.
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3. In the Hostname or IP address box, type the name or IP
address of the local computer.
Alternatively, click
, and then search for the computer.
4. Click OK.
You have logged on to the Security Services Manager. The
explorer tree in the Service Console is populated with Security
Services Manager items.
NOTE
Step 15: Register the
Information Services
Manager
TIP
Logging on to the Security Services Manager will activate the
FactoryTalk single sign-on user functionality.
For more information about the FactoryTalk single sign-on, refer
to the FactoryTalk Security online help. The file is available in the
following locations:
• On a 32-bit operating system:
C:\Program Files\Common
Files\Rockwell\Help\FTSecurityEN.chm.
• On a 64-bit operating system:
C:\Program Files (x86)\Common
Files\Rockwell\Help\FTSecurityEN.chm.
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
The server administration functions of the Security Services
Manager enable you to control Information Services Manager and
Metrics Server Manager Servers. Server administration functions
include service configuration and service startup and shutdown.
To perform the server administration tasks, you must have the
Windows System Administrator privilege, and your user account
must be a member of the local administrator user group.
To register the Information Services Manager:
1. In the Service Console, under Security Services Manager,
right-click Servers, and then click Register Server.
The Service Console Registration dialog box appears.
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2. In the Server Type list, click Information Services Manager.
The Hostname or IP address box contains the name or the IP
address of the local computer.
3. Click OK.
4. The Information Services Manager server appears under the
Security Services Manager with the following icon:
.
5. Click Information Services Manager.
6. In the Data Sources list, select the name of the ODBC data
source that you created in "Step 10: Configure the ODBC data
source (page 52)".
7. In the Database User ID box, type the name of the
RSBizWare database user that you created in "Step 8: Create
an RSBizWare SQL Server database user (page 47)".
8. In the Database Password box, type the password of your
RSBizWare database user.
9. Click Test Connection.
A message confirming a successful connection appears.
10. Click OK.
11. Click Advanced.
12. Configure the following settings for QuickWeb reporting used
in FactoryTalk Metrics and FactoryTalk Historian Classic:
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Item
Description
Max Records to Return
Type the maximum number of records that the
server should return for any single non-time-series
query against the database. This can be a useful way
to limit network traffic and control queries that are
returning more than a useful amount of data.
The default value is 1000.
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Item
Description
Connection Pool
Type the number of database connections that the
server should keep open. Each time a client makes a
request for data from the database, a connection is
assigned to the client from this pool. A small
number of connections in the pool with a large
number of connected users will create delays while
users wait for an available connection.
The default value is 5.
Session Connection Timeout Specify, in minutes, how long the server should
maintain global credentials for users. After the
session connection expires, the user will be required
to log on before viewing report objects that have
been set to use the global credentials.
The default value is 30 minutes.
Host Alias
Type the alias (registered name) that the
Information Services Manager will use to refer to
itself when connecting to the Security Services
Manager and handling report requests across the
internet.
Use this option if the registered name of the
computer is different than its host name.
Report Schedule Manager Type the name of the computer where the Report
Host
Schedule Manager is running.
E-Mail Host
Type the e-mail host that will be used to distribute
scheduled report results.
Originating E-Mail Address Type the e-mail address that will be used to
distribute scheduled report results.
Printer User
Type the user name that will be used to connect to
the printer to print scheduled reports.
Printer Password
Type the password of the printer user.
Report User
Type the report user name that will be used to
connect to the Configuration Console to run the
scheduled reports.
If you are using scheduled reports, you must type a
user with sufficient privileges to run all of the
scheduled reports.
Report Password
Type the password of the report user.
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Item
Description
HTTP Port
Type the port number on which the server will listen
for requests from Configuration Consoles.
The Configuration Console uses HTTP in addition to
raw TCP/IP to communicate to the Information
Services Manager.
The default HTTP port is 8080.
Note: Oracle 9.2.0.1.0 uses port 8080. If you are
using this version of Oracle, you must set the HTTP
port to a value other than 8080.
Type the name of the folder in which the server will
store reports that have been saved in the
Configuration Console.
You will need to change the HTML Root directory
setting if you have installed the server to a
non-default location.
HTML Root
13. Click Apply.
The following message appears:
14. Click Yes.
The following message appears:
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15. Click OK.
Once the server is restarted, the Information Services Manager
server appears under the Security Services Manager with the
following icon: .
Step 16: Associate Metrics
Server Manager with
Information Services
Manager
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
To associate the Metrics Server Manager with the Information
Services Manager:
1. In the Service Console, under Security Services Manager,
expand Servers.
2. Right-click Information Services Manager, and then click
Associate Metrics Server Manager.
The Service Console Registration dialog box appears.
The Hostname or IP address box contains the name or the IP
address of the local computer.
3. Click OK.
The newly created Metrics Server Manager appears under
Information Services Manager with the following icon:
.
4. Click Metrics Server Manager.
5. In the Data Sources list, select the name of the ODBC data
source that you created in "Step 10: Configure the ODBC data
source (page 52)".
6. In the Database User ID box, type the name of the
RSBizWare database user that you created in "Step 8: Create
an RSBizWare SQL Server database user (page 47)".
7. In the Database Password box, type the password of your
RSBizWare database user.
8. Click Test Connection.
A message confirming a successful connection appears.
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9. Click OK.
10. (Optional) Click Advanced.
Review the following for additional information.
For this item:
Type:
Max Records to Return
The maximum number of records that the server
should return for any single non-time-series query
against the database.
This is a useful way to control queries that are
returning a large amount of data.
Connection Pool
The number of database connections that the server
should keep open.
Each time a client makes a request for data from the
database, the client is assigned a connection from
this pool.
Session Connection Timeout The amount of time during which the server should
maintain global credentials for users. After a user’s
session connection expires, the user will be required
to log on before viewing report objects that have
been set to use the global credentials.
Host Alias
(Optional) The alias (registered name) that the
Information Services Manager will use to refer to
itself when connecting to the Security Services
Manager and handling report requests across the
Internet.
The setting applies to a situation, when the
registered name of the computer is different from
the host name of the computer.
Report Schedule Manager
The name of the computer on which the Report
Host
Schedule Manager is running.
E-Mail Host
The name of the SMTP server that will be used to
distribute scheduled reports.
Originating E-Mail Address The originating e-mail address that will be used to
distribute scheduled reports.
Printer User
The user name that will be used to connect to the
printer to print scheduled reports.
Printer Password
The password of the printer user.
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For this item:
Type:
Report User
The report user name that will be used to connect to
the Configuration Console to run the scheduled
reports.
If you are using scheduled reports, provide a user
with sufficient privileges to run all of the scheduled
reports.
The password of the report user.
The port number on which the server will listen for
requests from the Configuration Console. The
default HTTP port is 8080.
The Configuration Console uses HTTP in addition to
raw TCP/IP to communicate with the Information
Services Manager.
Note: Oracle 9.2.0.1.0 uses port 8080. If you are
using this version of Oracle, you must set the HTTP
port to something other than 8080.
The name of the folder in which the server will store
RSBizWare reports that have been saved in the
Configuration Console. You should only need to
change the HTML Root directory setting if you
installed the server to a non-default location.
Report Password
HTTP Port
HTML Root
11. Click Apply.
The following message appears:
During this process, the configuration that you have just
defined is applied.
12. Click Yes.
The Metrics Server Manager appears under the Information
Services Manager with the following icon: .
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If you want to use the User-Defined Summarization Fields
(Flex-Fields) in you configuration, configure them in the
Metrics Server Manager (page 76).
Configure user-defined
summarization fields
(flex-fields)
A summarization criterion is a FactoryTalk Metrics Performance
Parameter field for which you can collect activity area data. There
are the following default summarization criteria:
• Shift
• Part Id
• Ideal Cycle Time
When the value of the field changes, it triggers the summarization of
historical performance data for the activity area in the FactoryTalk
Metrics Workcell History report data source. The collected values
can then be used to filter OEE performance data for the activity
area. For example, if your system is configured to collect Part Id for
an activity area, you will be able to calculate the OEE performance
for the activity area when it is producing a particular kind of part.
Apart from the default summarization criteria, you can configure up
to 5 user-defined summarization criteria, or flex-fields, to represent
the fields that are most important to your organization.
Sample uses of user-defined summarization criteria include:
• An Operator ID criterion that will allow you to collect
operator IDs and to report on the OEE value for a specific
operator.
• A Lot Number criterion that will allow you to collect lot
numbers and report on the OEE value for a specific lot of
products.
• A Test Run State criterion that will allow you to report on the
OEE value for parts that were produced when the activity area
was in a production state only.
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By default, the user-defined summarization fields are disabled.
To enable and configure user-defined summarization fields:
1. In the Service Console, expand Metrics Server Manager, and
then click FactoryTalk Metrics Flex- Fields.
In the right pane of the window, a list of 5 user-defined
summarization fields appears.
2. Select the field that you want to configure, and then click Edit.
The Configure Summarization Criteria dialog box appears.
3. Select the Enable This Summarization Criteria check box.
4. In the Name box, replace the default name with a descriptive
one that is meaningful to your organization.
In this example we will use Test
Run State.
5. Select the Configuration of this Summarization Criteria is
required for each Activity Area check box, if you want the
data collection for this field to be mandatory.
6. Under Summarization Criteria Data Type, choose the type
of data that will be collected for this field:
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• String Value
Select this option, if you intend FactoryTalk Metrics to
communicate with your ControlLogix controller.
The FactoryTalk Metrics Configuration Tool, which uses
the FactoryTalk Metrics user-defined data type (UDT) to
establish the communication with ControlLogix
controllers, uses only the string values in the UDT to define
flex-fields.
For more information on FactoryTalk Metrics
Configuration Tool and the FactoryTalk Metrics
user-defined data type, refer to the FactoryTalk Metrics
User Guide, section "Automated Configuration".
• Numeric Value
• Boolean State Value
If you select this option, you will also need to type True and
False display values.
In this example, we will select the Boolean State Value
option, Test for the Display Value for True option, and
Production for the Display Value for False option.
7. Click OK.
Your summarization field appears in the list as Enabled. It is
now available for the Performance Parameters configuration.
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Step 17: Assign activations to
RSBizWare servers
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
To assign activations to the RSBizWare servers:
1. Under Security Services Manager, expand Administration.
2. Click Activations.
In the right pane of the window, activation details are
provided.
The table provides the following information:
Item
Description
Total
The total number of activations installed on the computer
where the selected Security Services Manager is running.
The Security Services Manager checks all RSBizWare
activations out of the FactoryTalk Activation.
The number of unassigned activations on the computer
where the selected Security Services Manager is running.
Unassigned activations will not be returned to the
FactoryTalk Activation.
Available
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Item
Description
Assigned
The number of activations that have been assigned to the
selected RSBizWare server.
Only assigned activations will be detected by the product
running on the selected server.
In the table, you may see the following types of activations:
Activation type
Description
Metrics Server
Manager XX
Workcells
A FactoryTalk Metrics server license for the specified
number of work cells.
You can assign more than one license. If you do, the number
of work cells will be summed.
FactoryTalk Historian A FactoryTalk Historian Classic server license for the
XXX Tag
specified number of tags.
You can assign more than one license. If you do, the number
of tags will be summed.
FactoryTalk Metrics A single-user Authoring license that is assigned to a specific
Author
user.
With this license, you can configure a FactoryTalk Metrics
system using the Configuration Console.
FactoryTalk Historian A single-user Authoring license that is assigned to a specific
Author
user.
With this license, you can configure a FactoryTalk Historian
Classic system using the Configuration Console.
RSBizWare Single
A license that allows a single user to access reports from
User Runtime
FactoryTalk Historian Classic or FactoryTalk Metrics (using
Activation
either Report Expert or QuickWeb.)
You can assign more than one license. If you do, the number
of users will be summed.
RSBizWare Unlimited A license that allows an unlimited number of users to access
User Runtime
reports from FactoryTalk Historian Classic or FactoryTalk
Activation
Metrics (using either Report Expert or QuickWeb.).
You can assign only one license of this type.
3. In the Assign Activations to list, select the RSBizWare server
to which you want to assign activations.
4. Under Activation, click the activation that you want to assign
to the server.
5. Click Assign an Activation.
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The activation is assigned to the server.
The number of Available activations is reduced by 1, and the
number of Assigned activations is increased by 1.
See also
• Software activation options (page 222)
Step 18: Assign client
activations to users
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
To assign client activations to users:
1. In the Service Console, expand Security Services Manager >
Administration.
2. Click Users and Groups.
3. In the right pane of the window, under Users, click Refresh.
4. Click the user name for which you want to assign application
privileges.
5. Click Edit User Properties.
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The Security Control dialog box appears.
6. Click the License & Activation tab.
7. In the Server Type list, select the type of the server for which
you want to assign privileges.
8. Under Place a check..., select the check box to the left of the
activation that you want to assign to the user.
9. Click OK.
Step 19: Assign application
privileges to users
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
A privilege is a distinct function of FactoryTalk Metrics and
FactoryTalk Historian Classic applications that is assigned to
security groups or individual users. Individual users can have
privileges assigned to them, and they can inherit privileges from the
security groups to which they belong. For example, if a group has
been granted privileges for the Configuration Console "Create New
Report Objects" feature, the users assigned to that group are able to
create new report objects in the Configuration Console.
Application privileges apply to the use of the Configuration Console
and reporting using QuickWeb only. They do not apply to Report
Expert.
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You can manage the privileges and permissions that a user has either
by assigning privileges and permissions directly to the user or by
assigning privileges and permissions to a user group, and then
placing the user in one or more user groups. A user belonging to a
group will inherit the privileges and permissions that have been
assigned to the group. Since users can belong to multiple groups,
groups can be broken down into logical areas of application
functionality.
For information on privileges available with individual client
activations, see "FactoryTalk Historian and FactoryTalk Metrics
privileges (page 84)".
To assign application privileges to users:
1. In the Service Console, expand Security Services Manager >
Administration.
2. Click Users and Groups.
3. In the right pane of the window, under Users, click the user
name for which you want to assign application privileges.
4. Click Edit User Properties.
The Security Control dialog box appears.
5. In the Privileges tab, in the Server Type list, select the type of
the server for which you want to assign privileges.
6. In the Server list, select a server of the specified server type.
7. Under Place a check..., select the check box to the left of the
privilege that you want to assign to the user.
If the user has inherited privileges from a group, the privileges
are indicated with the group icon:
.
8. Click OK.
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TIP
While it is perfectly acceptable to assign privileges on a
user-by-user basis, the process will become very tedious when
you have a large number of users in the system. For this reason,
you may want to assign privileges at a group level.
See also
• Assigning application privileges to groups (page 237)
FactoryTalk Historian and
FactoryTalk Metrics
privileges
Privilege
The following FactoryTalk Historian Classic and FactoryTalk
Metrics (Configuration Console) privileges are available, depending
on the assigned Author activation type.
Description
Type of Author activation required
Allows the selected user or group to create reports for personal
use. A report that has been created under this privilege can be
viewed and edited by the user who created the report.
Create Public Reports Allows the selected user or group to create reports for public
use. The creator of the report can grant view and edit privileges
for the report to other users and groups.
Allows the selected user or group to create report objects for
Create New Report
personal use. A report object that has been created under this
Objects
privilege can be viewed and edited by the user who created the
report object.
Create Public Report Allows the selected user or group to create report objects for
public use. The creator of the report object can grant view and
Objects
edit privileges for the report object to other users and groups.
Allows the selected user or group to create filters for personal
Create New Filters
use. A filter that has been created under this privilege can be
viewed and edited by the user who created the filter.
Create Public Filters Allows the selected user or group to create filters for public use.
The creator of the filter can grant view and edit privileges for
the filter to other users and groups.
Allows the selected user or group to create report data sources.
Create New Report
A report data source that has been created under this privilege
Data Sources
can be viewed and edited by the user who created the report
data source.
Create New Reports
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FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
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Privilege
Description
Type of Author activation required
Allows the selected user or group to save the data from a text
report object to a comma separated values (.csv) or html (.htm)
file.
Organize Plant Model Allows the selected user or group to create and modify activity
areas in the plant model.
Manage Reporting
Allows the selected user or group to use the Time-Series
Tags
Reporting Tags dialog box to create, modify, and configure
reporting tags.
(FactoryTalk Historian Classic users only) Allows the selected
View Time-Series
user or group to view the Value, X-Axis, and Y-Axis comments
Comment
that have been associated with time-series data.
(FactoryTalk Historian Classic users only) Allows the selected
Add Time-Series
user or group to associate Value, X-Axis, and Y-Axis comments
Comment
with time-series data.
(FactoryTalk Historian Classic users only) Allows the selected
Edit/Delete
Time-Series Comment user or group to modify and delete Value, X-Axis, and Y-Axis
comments that have been associated with time-series data.
Manage Performance Allows the selected user or group to use the FactoryTalk
Parameters
Metrics Performance Parameters dialog box to specify the
parameters that will be used in the calculation of OEE for an
activity area.
Manage FactoryTalk Allows the selected user or group to modify and delete
Metrics Manual Data FactoryTalk Metrics work cell data.
Collection
Manage Time Pattern Allows the selected user or group to create and modify time
patterns, configure composites, and schedule exceptions.
Save Report Object
Contents to File
Step 20: Register FactoryTalk
Transaction Manager
TIP
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics Author
FactoryTalk Historian Author
None
None
None
FactoryTalk Metrics Author
FactoryTalk Metrics Author
FactoryTalk Metrics Author
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
The Information Services Manager and Metrics Server Manager use
FactoryTalk Transaction Manager to collect data from the control
system and log it into the RSBizWare database.
The FactoryTalk Transaction Manager Configuration
administration functions of the Security Services Manager allow you
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to control the FactoryTalk Transaction Manager configurations
that will be used to collect data.
In order to use FactoryTalk Transaction Manager configurations in
the RSBizWare system on your computer or another computer in
the network, register the computer as a FactoryTalk Transaction
Manager configuration server.
To register a FactoryTalk Transaction Manager configuration
server:
1. In the Service Console, expand Security Services Manager.
2. Right-click FactoryTalk Transaction Manager
Configurations, and then click Register Server.
The Service Console Registration dialog box appears.
3. In the Hostname or IP address box, type the name or the IP
address of the server on which FactoryTalk Transaction
Manager is installed.
4. Click OK.
TIP
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If the FactoryTalk Transaction Manager server contains any
existing FactoryTalk Transaction Manager configurations, you
will be prompted to select the configurations that you want to
manage from the Service Console. The FactoryTalk Transaction
Manager configurations that you select will be added under
FactoryTalk Transaction Manager Configurations.
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The FactoryTalk Transaction Manager server appears under
FactoryTalk Transaction Manager Configurations with the
following icon: .
See also
• Configuring data collection (page 243)
Step 21: Define FactoryTalk
Transaction Manager
configurations
TIP
If you have chosen the installation on two computers, perform the
following steps on the RSBizWare server computer.
FactoryTalk Transaction Manager configurations connect any
control system from which data will be collected to the predefined
data model used by the RSBizWare database to store production
data. The configurations consist of transactions and the connectors,
data points, and data objects required to implement the transactions.
A transaction is a single exchange of data between the industrial
control system - typically a network of programmable logic
controllers (PLCs) - and a database. An example of a transaction is a
temperature value that is collected from a data point on a
programmable logic controller and logged to a database table.
A data point is a specific data location or register in the control
system that is made available to FactoryTalk Transaction Manager
transactions. After it is defined, a data point can be used by any
FactoryTalk Transaction Manager transaction.
When you create a FactoryTalk Transaction Manager configuration,
you are identifying the FactoryTalk Transaction Manager services
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that you want to use and the computer on which those services will
run.
To define FactoryTalk Transaction Manager configurations:
1. In the Service Console, right-click your FactoryTalk
Transaction Manager under FactoryTalk Transaction
Manager Configurations, and then click Add
Configuration.
The Add FactoryTalk Transaction Manager Configuration
dialog box appears.
2. In the Name box, type a name for your configuration.
3. Next to the File Location box, click
.
The Open dialog box appears.
4. Navigate to the location in which you will store the
configuration file, and then click Open.
The path to and the name of the configuration file appears in
the File Location box.
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By default, the file name is the same as the configuration name.
5. In the Run As User box, type the name of the Windows
system account that will be used by FactoryTalk Transaction
Manager.
The account must have administrative privileges in the
operating system.
6. In the Run As Password box, type the password of the
Windows system account.
7. Select control and enterprise connectors for the configuration:
• Under Control Connectors, select the types of control
connectors for the configuration.
• Under Enterprise Connectors, select the types of
enterprise connectors for the configuration.
The type and number of the connectors depend on the
application that you intend to configure:
This configuration
type:
FactoryTalk Metrics
FactoryTalk Historian Classic
Requires these components:
• One control connector, for example FactoryTalk
LiveData.
• One PlantMetrics enterprise connector.
• One or more other enterprise connector.
• One or more control connectors.
• One or more of the following enterprise
connectors:
• ODBC
• Oracle OCI
• Microsoft OLE DB
• Time-series Data Compression.
In this tutorial, you will define a FactoryTalk Metrics
configuration.
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8. Click OK.
9. The Add FactoryTalk Transaction Manager Connector
dialog box appears for each connector that you have selected
in your FactoryTalk Transaction Manager configuration.
10. Change the default settings, if necessary.
NOTE
If you provide other Windows system account for the connector
than the one that you have set for your configuration, make sure
that the account has administrative privileges in the operating
system.
11. Click Done.
Your configuration along with the connectors that you have
selected for it appears in the tree under FactoryTalk
Transaction Manager.
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See also
• Configuring data collection (page 243)
If you have chosen the installation on two computers, perform the
Step 22: Register FactoryTalk
TIP
following steps on the RSBizWare server computer.
Transaction Manager
To register FactoryTalk Transaction Manager configurations:
configurations
1. In the Service Console, expand Information Services
Manager.
2. Right-click Data Collection, and then click Register
FactoryTalk Transaction Manager Configuration.
The FactoryTalk Transaction Manager Registration
Wizard appears.
3. Click Next.
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The Local or Remote page appears.
4. Select either of the following:
• Search for FactoryTalk Transaction Manager
Configurations on this computer.
• Search for FactoryTalk Transaction Manager
Configurations on another computer.
If you have selected this option, point to the computer
which you want to search for the configurations:
1. Next to the Computer box, click
.
The Browse for Computer dialog box appears.
2. Navigate to and click the name of the computer.
3. Click OK.
The name of the selected computer appears in the
Computer box.
5. Click Next.
The Select FactoryTalk Transaction Manager
Configuration page appears.
6. Under Select an available FactoryTalk Transaction
Manager Configuration, click the configuration that you
want to use.
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NOTE
You can register only one FactoryTalk Transaction Manager
configuration at a time.
7. Under Choose which RSBizWare application(s)..., click FT
Metrics.
8. Click Next.
The Completing the Wizard page appears.
9. Review the choices you have made during the registration of
your FactoryTalk Transaction Manager configurations.
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10. Click Finish.
Your configuration appears in the tree under Data
Collection.
Now you can use your configuration to create transactions in the
Configuration Console.
At this point, there are no FactoryTalk Transaction Manager
transactions in the configuration. FactoryTalk Transaction Manager
transactions are created when users define time-series data collection
(FactoryTalk Historian Classic) or performance parameters
(FactoryTalk Metrics).
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For information on defining time-series data collection, refer to the
FactoryTalk Historian Classic User Guide.
For information on defining performance parameters, refer to the
FactoryTalk Metrics User Guide.
See also
• Configuring data collection (page 243)
Step 23: Configure SQL Server
Reporting Services (SSRS)
TIP
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
To configure SQL Server Reporting Services:
1. On the Start screen, type any part of the name Reporting
Services Configuration Manager, and then click its shortcut.
2. The Reporting Services Configuration Manager window
and the Reporting Services Configuration Connection
dialog box appear.
3. Make sure that the Server Name and the Report Server
Instance boxes points to the local computer and the locally
configured report server instance.
4. Click Connect.
5. In the left pane of the window, click Service Account.
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6. In the right pane of the window, make sure the Use built-in
account option is selected, and that it points to ReportServer.
7. In the left pane of the window, click Database.
8. In the right pane of the window, under Current Report
Server Database, make sure that SQL Server Name points to
the local computer, and Database Name points to
ReportServer.
9. Under Current Report Server Database Credential, click
Change Credentials.
The Report Server Database Configuration Wizard dialog
box appears.
10. In the Authentication Type list, select SQL Server Account.
11. In the Username box, type sa (SQL Server System
Administrator account).
12. In the Password box, type the password for the sa account.
You set this password when you were installing the SQL
Server.
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13. Click Test Connection.
If the test is successful, the following message appears:
14. Click OK, and then click Next.
15. On the Credentials page, leave the default settings.
16. Click Next.
17. On the Summary page, review the database details.
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18. Click Next.
19. Wait until the database is configured, and then click Finish.
Step 24: Verify the SSRS
configuration
TIP
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
To verify the configuration of SQL Server Reporting Services
(SSRS):
1. On the Start screen, type any part of the name SQL Server
Management Studio, and then click its shortcut.
2. The SQL Server Management Studio window and the
Connect to Server dialog box appear.
3. In the Connect to Server dialog box, click Connect.
4. In the Object Explorer, click Connect > Reporting Services.
The Connect to Server dialog box appears.
5. Make sure that the Server type box reads Reporting Services.
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6. Click Connect.
The Report Server appears in the Object Explorer.
7. Exit the SQL Server Management Studio.
8. On the Start screen, type any part of the name Reporting
Services Configuration Manager, and then click its shortcut.
The Reporting Services Configuration Manager window
and the Reporting Services Configuration Connection
dialog box appear.
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9. In the Reporting Services Configuration Connection dialog
box, click Connect.
10. In the left pane of the window, click Report Manager URL.
11. In the right pane of the window, click the link in the URLs
box.
The home page of the SQL Server Reporting Services appears
in a web browser window.
Step 25: Install and configure
Report Expert
TIP
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
When you install Report Expert, the installation automatically
creates a Reporting Services database. The database is referred to as
the Report Expert database and it is separate from the RSBizWare
database. The Reporting Services is a part of the Microsoft SQL
Server suite.
To install and configure Report Expert:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
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2. On the Welcome page, click FactoryTalk Metrics >
Installation > Install Report Expert.
The installation program checks for installed applications.
3. On the Welcome page, click Next.
4. On the License Agreement page, click:
5. Click Next.
6. On the Customer Information page, type the following:
7. Click Next.
8. On the Setup Type wizard page, select:
• Complete, if you want to install all the features.
• Custom, if you want to install specific components.
If you choose this option, the Custom Setup page appears.
Select the components that you want to install and their
locations on the computer.
9. Click Next.
The Virtual directory information page appears. It displays
the default virtual directory of the Report Expert web site:
http://localhost/RockwellSoftware/ReportExpert
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10. Click Next.
11. On the Database connection information page, provide the
following information:
Item
Description
System DSN Name
Select the name of the ODBC data source that you have
configured for your RSBizWare SQL Server database.
Type the user name of your RSBizWare database.
Type the password for the RSBizWare database user.
Username
Password
12. Click Next.
13. On the Ready to Install the Program page, click Install.
The Installing... page presenting the installation status
appears.
14. On the InstallShield Wizard Completed page, click Finish.
The Database Load and Update wizard appears.
15. On the Welcome page, click Next.
16. On the Product and Database Connection page, provide the
following information:
Item
Description
ODBC DSN
Select the name of the ODBC data source that you have
configured for your RSBizWare SQL Server database.
Type the user name of your RSBizWare database.
Type the password for the RSBizWare database user.
User
Password
17. Click Connect. The Available Product Modules list is
populated with FactoryTalk components.
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18. Under Available Product Modules, select these options:
TIP
Select both options so that you have access to FactoryTalk
Metrics and Report Expert sample data.
19. Click Finish to load data.
20. Click Close to exit the wizard.
Step 26: Configure the
FTMetricsEditors group
TIP
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
In the initial configuration, Report Expert grants data editing only
to those users that are identified as Report Expert Editors and are
members of the default local group named FTMetricsEditors. Since
the group is not created automatically during the installation of
Report Expert, you need to create it manually, or point to a local
group that already exists in your system and configure it
appropriately. If you create a local group, you can either use the
default name of the group - FTMetricsEditors - or choose another.
In the steps below we assume that you create a new local group that
will contain all Report Expert editors.
To create and configure a local group for Report Expert Editors:
1. On the Start screen, type any part of the name Computer
Management, and then click its shortcut.
2. The Computer Management window appears.
3. Create a new local group that will contain all of your Report
Expert editors.
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The default name for the group in the Report Expert
configuration is host\FTMetricsEditors. You can use this
name or choose another.
4. Add the Windows domain user name of each editor to the
newly created group.
If you intend to use a local group that already exists in the system, or
you have created a new group and chosen for it a different name
than the default one, you need to update the Report Expert
configuration file.
To update the Report Expert configuration file:
1. Open the <Report ExpertInstallationDirectory>\Website
folder, and edit the Web.config file.
2. Replace the name of the default FTMetricsEditors group
with the name of the group you have created or chosen to
contain Report Expert editors.
For example, if the group that you use is named
RptExpEditors, do the following:
Replace FTMetricsEditors:
<add key="FTMetricsEditorsGroup" value="FTMetricsEditors"/>
...
<allow roles="FTMetricsEditors"/>
With RptExpEditors:
<add key="FTMetricsEditorsGroup" value="RptExpEditors"/>
...
<allow roles="RptExpEditors"/>
3. Save the file.
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Step 27: Verify the Report
Expert installation
If you have chosen the installation on two computers, perform the
following steps on the Database server computer.
TIP
To verify the Report Expert installation:
1. On the Start screen, type any part of the name Report Expert,
and then click its shortcut.
TIP
By default, Report Expert is located in the following directory:
C:\Program Files (x86)\Rockwell Software\Report
Expert\RE.url
The Internet Explorer window and the Windows Security
dialog box appear.
2. In the Windows Security dialog box, type the user name and
the password to the computer on which you have configured
ODBC for RSBizWare.
• For the all-in-one installation, this will be the local
computer.
• For the installation on two computers, this will be the
RSBizWare server computer.
If you have installed and configured Report Expert
successfully, the Report Expert welcome page appears.
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Congratulations!
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You have completed the installation and configuration of your
RSBizWare environment. You are now ready to start the
Configuration Console and begin to use the products.
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Removing RSBizWare
To modify the existing installation of RSBizWare software:
1. Run the RSBizWare installation DVD.
2. Select Install for the component that you want to modify.
3. Select one of the available options: Modify or Repair.
4. Follow the on-screen instructions to complete the process.
To remove RSBizWare applications:
• Use the installation DVD:
1. Run the RSBizWare installation DVD.
2. Select Install for the component that you want to remove.
3. Select Remove.
4. Follow the on-screen instructions to complete the process.
• Use Control Panel:
1. Go to Start > Control Panel > Add or Remove Programs
(Programs and Features).
2. In the dialog box that appears, select the component you
want to remove, and then click Remove
(Uninstall/Change).
3. Follow the on-screen instructions to complete the process.
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Migrating RSBizWare
In this chapter you will learn how to migrate your RSBizWare
environment between the following configurations:
From:
To:
Microsoft Windows Server 2003 R2 with Microsoft Windows Server 2012
Service Pack 2
Microsoft SQL Server 2005 Standard
Microsoft SQL Server 2012 Service Pack 1
Edition with Service Pack 3
If your current RSBizWare environment is maintained on:
• Microsoft Windows Server 2008 R2 with Service Pack 1
• Microsoft SQL Server 2008 R2 Standard Edition with Service
Pack 1
Upgrade it to the latest version following the steps presented in
"Upgrading RSBizWare on Microsoft Windows Server 2008 R2
SP1 (page 207)".
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Migration: supported
migration scenarios
To perform a migration of RSBizWare and Report Expert, choose
one of the following scenarios:
Migration from one source computer to one target computer
(all-in-one installation)
Migration from a source computer to two target computers:
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Migration from two source computers to two target computers:
Migration from two source computers to one target computer
(all-in-one installation):
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Migration checklist
In order to successfully migrate your RSBizWare and Report Expert
software, follow the steps in the order presented below.
Backing up data
Step 1: Back up your FactoryTalk Transaction Manager
configuration (page 115)
Step 2: Back up your RSBizWare SQL Server database (page 118)
Step 3: Keep your database users for reference (page 121)
Step 4: Keep your ODBC data source configuration for reference
(page 123)
Step 5: Keep your FactoryTalk Administration Console
configuration for reference (page 124)
Configuring SQL Server
Step 6: Install Internet Information Services (page 126)
Step 7: Install SQL Server 2012 Service Pack 1 (page 132)
Setting up your FactoryTalk environment
Step 8: Install FactoryTalk Services Platform (page 138)
Step 9: Install FactoryTalk Activation (page 139)
Step 10: Configure FactoryTalk Activation (page 140)
Step 11: Install RSLinx Enterprise (page 140)
Recreating your RSBizWare SQL Server environment
Step 12: Restore your RSBizWare SQL Server database (page 141)
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Step 13: Recreate your RSBizWare SQL Server database user (page
144)
Step 14: Install SQL Server 2012 Native Client (page 148)
Step 15: Recreate the ODBC data source (page 150)
Recreating your FactoryTalk Administration Console configuration
Step 16: Verify if the local computer is added to the FactoryTalk
Administration Console (page 156)
Step 17: Recreate your applications (page 157)
Step 18: Add a local Administrator account as a Windows-linked
user (page 158)
Step 19: Recreate your users (page 162)
Installing RSBizWare
Step 20: Install RSBizWare (page 164)
Configuring RSBizWare servers
Step 21: Register the Security Services Manager (page 166)
Step 22: Register the Information Services Manager (page 167)
Step 23: Associate Metrics Server Manager with Information
Services Manager (page 171)
Configuring security for RSBizWare
Step 24: Assign activations to RSBizWare servers (page 172)
Step 25: Assign client activations to users (page 175)
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Step 26: Assign application privileges to users (page 176)
Restoring your FactoryTalk Transaction Manager configuration
Step 27: Restore your FactoryTalk Transaction Manager
configuration (page 179)
Step 28: Register the configuration in the RSBizWare SQL Server
database (page 181)
Step 29: Update your FactoryTalk Transaction Manager
configuration (page 183)
Step 30: Register FactoryTalk Transaction Manager (page 187)
Step 31: Register the configuration in the Service Console (page
188)
Installing and configuring Report Expert
Step 32: Configure SQL Server Reporting Services (SSRS) (page
191)
Step 33: Verify the SSRS configuration (page 193)
Step 34: Install and configure Report Expert (page 196)
Step 35: Configure the FTMetricsEditors group (page 200)
Step 36: Verify the Report Expert installation (page 201)
Starting the FactoryTalk Transaction Manager configuration
Step 37: Start your FactoryTalk Transaction Manager configuration
(page 202)
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Step 1: Back up your
FactoryTalk Transaction
Manager configuration
TIP
Chapter 4
If you are migrating the RSBizWare suite from two computers, perform
the following steps on the Source RSBizWare server computer.
To successfully restore your FactoryTalk Transaction Manager
configuration, you need to keep for reference the location in which
the configuration is saved in FactoryTalk Transaction Manager, and
create the configuration backup.
To check the location in which your FactoryTalk Transaction
Manager configuration is saved:
1. Open FactoryTalk Transaction Manager.
2. On the Configuration menu, click Checklist.
The Configuration Checklist dialog box appears.
3. Under Define Configuration, click Step 1.
The FactoryTalk Transaction Manager Configuration
dialog box appears.
In the Path text box, the location in which the configuration is
saved is provided.
4. Keep it for reference.
To back up your FactoryTalk Transaction Manager
configuration:
1. Open FactoryTalk Transaction Manager.
2. In the tree view, right-click the FactoryTalk Transaction
Manager configuration that you want to migrate, and then
click Stop Configuration.
The following message appears:
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3. Click Yes.
4. Wait until all the services are stopped and the traffic lights
icon next to the configuration in the tree view changes to the
red light.
5. On the Configuration menu, click Backup.
The Remote rsq File Browse dialog box appears.
6. In the tree view, select the folder to which you want to save
your configuration, or create a new one.
To create a new folder:
1. In the File Path text box, type the path to the folder and
the folder name, and then click New.
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The following message appears:
2. Click Yes.
The following message appears:
3. Click OK.
7. Click OK.
The following message appears:
8. Click OK.
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The following message appears:
9. Click OK.
Step 2: Back up your
RSBizWare SQL Server
database
TIP
If you are migrating the RSBizWare suite from two computers, perform
the following steps on the Source Database server computer.
To back up your RSBizWare SQL Server database:
1. Open SQL Server Management Studio.
The Connect to Server dialog box appears.
2. If necessary, type your login and password, and then click
Connect.
3. In the Object Explorer, expand Databases.
4. Right-click the database that you want to migrate, and then
click Tasks > Back Up.
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The Back Up Database dialog box appears.
Under Destination, the default location to which the backup
will be saved is provided.
Leave it or choose another location.
To choose another location for your database backup:
1. Under Destination, click Remove.
The default location is removed.
2. Click Add.
The Select Backup Destination dialog box appears.
3. Under File name, click
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The Locate Database Files dialog box appears.
4. Navigate to the location, in which you want to save the file.
5. In the File name text box, type the file name under which
you want to save your RSBizWare SQL Server database
backup.
6. Click OK.
7. In the Select Backup Destination dialog box, click OK.
Under Destination, your location and the file name of the
RSBizWare database backup is listed.
5. In the left pane of the Back Up Database dialog box, under
Select a page, click Options.
6. Under Overwrite media, click Overwrite all existing backup
sets.
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7. Under Reliability, select the Verify backup when finished
check box.
8. Click OK.
Once the backing up process is complete, the following
message appears:
9. Click OK.
Step 3: Keep your database
users for reference
TIP
If you are migrating the RSBizWare suite from two computers, perform
the following steps on the Source Database server computer.
In order to successfully restore your RSBizWare SQL Server
database on the target computer, you will need to recreate all the
database users that are required by this database, along with their
roles and passwords.
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Since there is no automatic way of backing up this information, use
your preferred method of storing it for reference.
To view your RSBizWare SQL Server database users:
1. In the Object Explorer, expand your RSBizWare database tree
item.
2. Expand Security, and then Users.
Under Users, the database users are listed.
To view database user roles:
1. Under Users, right-click a user, and then click Properties.
2. The Database User dialog box appears.
Under Database role membership, available roles are listed.
The user's roles are selected.
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If you are migrating the RSBizWare suite from two computers, perform
Step 4: Keep your ODBC data
TIP
the following steps on the Source RSBizWare server computer.
source configuration for
It is necessary that you restore on the target computer the following
reference
elements of the ODBC data source configuration:
• The data source name.
• The login ID and the password of your RSBizWare SQL
Server database to which you are connecting with the ODBC
data source.
Since there is no automatic way of backing up this information, use
your preferred method of storing it for reference.
To view your ODBC data source configuration:
1. Go to Start > All Programs > Administrative Tools > Data
Sources (ODBC).
The ODBC Data Source Administrator dialog box appears.
2. Click the System DSN tab.
3. Under System Data Sources, select the data source whose
configuration you want to check, and then click Configure.
The information about the login and password to your
RSBizWare SQL Server database is presented in different
ways, depending on whether you have chosen the SQL Server
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Native Client 10.0 driver or the SQL Server driver to
configure your ODBC data source:
• The configuration using the SQL Server Native Client 10.0
driver:
• The configuration using the SQL Server driver:
If you are migrating the RSBizWare suite from two computers, perform
Step 5: Keep your FactoryTalk
TIP
the following steps on the Source RSBizWare server computer.
Administration Console
configuration for reference It is necessary that you restore on the target computer the following
elements of the FactoryTalk Administration Console configuration:
• Applications
• Areas
• Servers
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• Shortcuts to controllers
• User Groups
• Users
Since there is no automatic way of backing up this information, use
your preferred method of storing it for reference.
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Step 6: Install Internet
Information Services (IIS)
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
To install Internet Information Services (IIS):
1. On the Start screen, click Server Manager.
The Server Manager window appears.
2. Under Configure this local server, click Add roles and
features.
The Add Roles and Features Wizard appears.
3. Click Next.
The Select installation type page appears.
4. Click Role-based or feature-based installation.
5. Click Next.
The Select destination server page appears.
6. Click Select a server from the server pool.
7. Under Server Pool, select the local server computer (i.e., the
computer on which you are performing these steps).
8. Click Next.
The Select server roles page appears.
9. Click Web Server (IIS).
The Add Roles and Features Wizard dialog box appears.
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10. Click Add Features.
11. Click Next.
The Select features page appears.
12. Select the following features:
Feature group
.NET Framework 3.5 Features
.NET Framework 4.5 Features
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• .NET Framework 3.5 (Includes .NET 2.0 and 3.0)
• .NET Framework 4.5
• ASP.NET 4.5
• WCF Services
• HTTP Activation
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The Add Roles and Features Wizard dialog box appears.
13. Click Add Features.
14. Click Next.
The Web Server Role (IIS) page appears.
15. Click Next.
The Select role services page appears.
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16. Select the following role services:
Role group
Web Server
Management Tools
Services
• Common HTTP Features
• Default Document
• Directory Browsing
• HTTP Errors
• Static Content
• Security
• Request Filtering
• Windows Authentication
• Application Development
• .NET Extensibility 4.5
• ASP.NET 4.5
• ISAPI Extensions
• ISAPI Filters
• IIS Management Console
• IIS 6 Management Compatibility
• IIS 6 Metabase Compatibility
If a dialog box appears listing additional features required, click
Add Features.
17. Click Next.
The Confirm installation selections page appears.
18. Review the list of the features that will be installed.
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19. Select the Restart the destination server automatically if
required option.
The Add Roles and Features Wizard dialog box appears.
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20. Click Yes to confirm selecting the option.
21. Click Install.
The features that you have selected are being installed to your
server.
22. Once the installation is complete, click Close.
23. Open your web browser, and type http://localhost.
The IIS 8.0 logo displayed in the window of the web browser
confirms that the installation has been successful.
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Step 7: Install SQL Server
2012 Service Pack 1
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
To install SQL Server:
1. Run the SQL Server 2012 Service Pack 1 installation DVD.
The SQL Server Installation Center wizard appears.
2. Click Installation, and then click New SQL Server
stand-alone installation or add features to an existing
installation.
The Setup Support Rules page appears.
3. Click OK.
The Product Key page appears.
The product key is already provided on the page.
4. Leave the default settings, and then click Next.
The License Terms page appears.
5. Read the license terms, click I accept the license terms, and
then click Next.
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The Product Updates page appears.
6. Leave the default settings, and then click Next.
The SQL Server setup files are installed.
The Setup Support Rules page appears.
7. Click Next.
The Setup Role page appears.
8. Click SQL Server Feature Installation, and then click Next.
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The Feature Selection page appears.
9. Select the following features:
10. Click Next.
The Installation Rules page appears.
11. Click Next.
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The Instance Configuration page appears.
12. Leave the default settings, and then click Next.
The Disk Space Requirements page appears.
13. Click Next.
The Server Configuration page appears.
14. On the Service Accounts tab, define accounts for each SQL
Server service.
15. Click the Collation tab, and then click Customize.
The Customize the SQL Server 2012 Database Engine
Collation dialog box appears.
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16. Click SQL collation, used for backwards compatibility.
17. In the list, select SQL_Latin1_General_CP1_CI_AS.
18. Click OK, and then click Next.
The Database Engine Configuration page appears.
19. Select Mixed Mode... as the authentication method.
20. Under Mixed Mode..., type the password for the SQL Server
System Administrator account (sa).
IMPORTANT
Make sure that you do not lose or forget the password for the sa
account. You will need to provide this password when you will
be configuring the SQL Server Reporting Services (SSRS).
21. Under Specify SQL Server administrators, add at least one
user as the SQL Server administrator.
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22. Click Next.
The Reporting Services Configuration appears.
23. Click Next.
The Error Reporting page appears.
24. Click Next.
The Installation Configuration Rules page appears.
25. Click Next.
The Ready to Install page appears.
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26. Click Install.
The Installation Progress page appears.
SQL Server 2012 is being installed.
27. Once your SQL server is installed successfully, close the SQL
Server Installation Center wizard.
Step 8: Install FactoryTalk
Services Platform
TIP
NOTE
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
It is recommended that you read the RSBizWare software release
notes before installing the software. The release notes may
contain more up-to-date information than was available when
this document was published. A shortcut to the release notes is
available in the installation wizard on the RSBizWare installation
DVD.
To install FactoryTalk Services Platform:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
2. Click FactoryTalk Metrics > Installation > Install
FactoryTalk Services Platform.
The installation wizard appears.
It lists pending programs that need to be installed before the
installation of FactoryTalk Services Platform.
3. Click Install.
Once the prerequisite programs are installed, the FactoryTalk
Services Platform installation wizard appears.
4. Click Next.
5. On the License Agreement page, click:
6. Click Next.
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7. On the Setup Type page, leave the default setting:
8. Click Next.
9. On the Ready to Install the Program page, click Install.
The Installing page presenting the installation status appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
10. Click Finish.
A message prompting you to restart the computer appears.
11. Click Yes.
Step 9: Install FactoryTalk
Activation
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To install FactoryTalk Activation:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
2. Click FactoryTalk Metrics > Installation > Install
FactoryTalk Activation.
The installation wizard appears.
3. Click Next.
4. On the License Agreement page, click:
5. Click Next.
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6. On the Ready to Install the Program page, click Install.
The Installing page presenting the installation status appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
7. Click Finish.
A message prompting you to restart the computer appears.
8. Click Yes.
Step 10: Configure
FactoryTalk Activation
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
TIP
To configure FactoryTalk Activation:
1. On the Start screen, type any part of the name FactoryTalk
Activation Manager, and then click its shortcut.
The FactoryTalk Activation Manager window appears.
2. Follow the instructions displayed in the window to configure
your activations.
TIP
Click Help for more information, or refer to the instructions from
the Activate Rockwell Software Products leaflet, available with
your product installation package.
See also
• Software activation options (page 222)
Step 11: Install RSLinx
Enterprise
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To install RSLinx Enterprise:
1. Open the RSBizWare installation DVD.
2. Go to Common > 5.60.00-RSLE.
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3. Double-click setup.exe.
The RSLinx Enterprise installation wizard appears.
4. Click Next.
5. On the License Agreement page, click:
6. Click Next.
7. On the Setup Type page, leave the default setting:
8. Click Next.
9. On the Ready to Install the Program page, click Install.
The Installing... page presenting the installation status
appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
10. Click Finish.
Step 12: Restore your
RSBizWare SQL Server
database
TIP
NOTE
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
Perform the following steps using a database user that has privileges to
create databases.
To restore your RSBizWare SQL Server database:
1. Copy the backup of your RSBizWare SQL Server database
that you created in "Step 2: Back up your RSBizWare SQL
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Server database (page 118)" from the source computer to the
computer on which you are performing these steps.
2. On the Start screen, click SQL Server Management Studio.
The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
3. Select the computer that hosts SQL Server.
4. Type the login and password, and then click Connect.
5. In the Object Explorer, right-click Databases, and then click
Restore Database.
The Restore Database dialog box appears.
6. Under Source, click Device, and then click
.
The Select backup devices dialog box appears.
7. Click Add.
The Locate Backup File dialog box appears.
8. Navigate to and select the backup file.
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9. Click OK.
The backup file is listed under Backup media.
10. Click OK.
The Device text box points to the backup file, and the
Database text box reads the database name from the backup
file.
Under Destination, the Database text box reads the database
name from the backup file.
IMPORTANT
Make sure that the database name is the same as the name of
the database that you are about to restore.
11. In the left pane of the dialog box, under Select a page, click
Options.
12. Under Restore options, select the Overwrite the existing
database (WITH REPLACE) option.
13. Click OK.
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Once the restoring process is complete, the following message
appears:
14. Click OK.
The database that you have restored appears under Databases
in the Object Explorer.
Step 13: Recreate your
RSBizWare SQL Server
database user
TIP
NOTE
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
Perform the following steps using a database user that has privileges to
create databases.
In the following example, we are presenting how to recreate the
database user that is the db_owner of the restored RSBizWare
database. If you had other database users configured for your
restored RSBizWare SQL Server database, you will need to recreate
them all, along with their names, roles, and password, in a similar
way.
To recreate your RSBizWare SQL Server database user:
1. On the Start screen, click SQL Server Management Studio.
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The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
2. Select the computer that hosts SQL Server.
3. Type the login and password, and then click Connect.
4. Expand Database > <Your Restored Database> > Security >
Users.
5. Under Users, delete all the users that were originally created
for this database before the migration.
You will create them from scratch, because otherwise the
existing users may generate errors.
6. In the Object Explorer, expand the Security folder.
7. Right-click Logins, and then click New Login.
The Login - New dialog box appears.
8. In the Login name box, type a name for the database user.
IMPORTANT
Make sure that the database user name is the same as the user
name of the database that you have just restored.
9. Click SQL Server authentication.
10. In the Password box, type a password for the database user.
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11. In the Confirm password box, retype the password that you
have created.
12. Clear the Enforce password expiration check box.
13. In the Default database list, select the name of your
RSBizWare database that you restored in "Step 12: Restore
your RSBizWare SQL Server database (page 141)".
14. In the left pane of the Login - New dialog box, under Select a
page, click User Mapping.
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15. Under Users mapped to this login, in the Map column, select
the check box next to the name of your RSBizWare database.
16. In the Default Schema column, in the row of your
RSBizWare database, type the name of your database user.
17. Under Database role membership for <DatabaseName>,
select the db_owner check box.
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18. Click OK.
Step 14: Install SQL Server
2012 Native Client
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
Otherwise, go to "Step 15: Recreate the ODBC data source (page 150)".
It is necessary that you install the Microsoft SQL Server 2012 Native
Client on the target RSBizWare server computer so that you can use
it in the ODBC data source configuration to establish connection
with your RSBizWare SQL Server database.
To install the SQL Server 2012 Native Client:
1. Open the Microsoft SQL Server 2012 Feature Pack page
(http://www.microsoft.com/en-us/download/details.aspx?id
=29065).
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2. Expand Install Instructions.
3. Scroll down to Microsoft® SQL Server® 2012 Native Client.
4. Click X64 Package.
5. Download the file.
6. Double-click sqlncli.msi.
The Microsoft SQL Server Native Client Setup wizard
appears.
7. Click Next.
8. On the License Agreement page, click:
9. Click Next.
10. On the Feature Selection page, leave the default settings, and
then click Next.
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11. On the Ready to Install the Program, click Install.
12. Once the installation is complete, click Finish.
Step 15: Recreate the ODBC
data source
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer and the
Target database server computer.
To recreate your ODBC data source:
1. On the Start screen, click Server Manager.
The Server Manager window appears.
2. On the Tools menu, click ODBC Data Source (32-bit).
The ODBC Data Source Administrator (32-bit) dialog box
appears.
3. Click the System DSN tab, and then click Add.
The Create New Data Source dialog box appears.
4. In the driver list, select SQL Server Native Client 11.0.
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NOTE
Chapter 4
Choose this driver even if you had the ODBC data source
configured with the SQL Server driver on your source computer.
5. Click Finish.
The Create a New Data Source to SQL Server dialog box
appears.
6. In the Name box, type the name of the data source.
IMPORTANT
Make sure that this is the same name as it was for the ODBC data
source configured on the source computer.
7. (Optional) In the Description box, type the description of the
data source.
8. In the Server list, do either of the following:
• If your RSBizWare SQL Server database is on the computer
on which you are performing these steps, select (local).
• If your RSBizWare SQL Server database is on the target
database server computer, select the name of the target
database server computer.
9. Click Next.
10. Specify how SQL Server should verify login IDs:
1. Select the With SQL Server authentication... option.
2. In the Login ID and Password text boxes, type the name
and password of the RSBizWare database owner that you
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restored in "Step 13: Recreate your RSBizWare SQL Server
database user (page 144)".
11. Click Next.
12. Click Change the default database to, and then select the
database that you restored in "Step 12: Restore your
RSBizWare SQL Server database (page 141)".
13. Click Next.
14. Leave the default settings or modify them according to your
needs.
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15. Click Finish.
The ODBC Microsoft SQL Server Setup dialog box appears.
16. Verify the new ODBC data source configuration, and then
click Test Data Source.
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A message box with the test results appears.
17. Click OK.
TIP
Repair the connection to SQL
Server
TIP
If the test does not complete successfully, make sure that you
have selected the correct authentication mode for your SQL
Server (page 154), and then run the test again.
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
The RSBizWare configuration requires the mixed mode as the
authentication method for the SQL server. Follow the steps below
to verify and/or correct the authentication method you have
selected for your SQL server.
To repair the connection to SQL Server:
1. On the Start screen, click SQL Server Management Studio.
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The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
2. Select the computer that hosts SQL Server.
3. Type the login and password, and then click Connect.
4. In the Object Explorer, right-click the server name, and then
click Properties.
The Server Properties dialog box appears.
5. Under Select a page, click Security.
6. Under Server authentication, check the selected server
authentication mode.
If the Windows authentication mode is selected, change it to
SQL Server and Windows Authentication mode.
7. Click OK.
The following message appears:
8. Click OK.
9. In the Object Explorer, right-click the server name, and then
click Restart.
The following message appears:
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10. Click Yes.
The server authentication mode will be updated.
Step 16: Verify if the local
computer is added to the
FactoryTalk Administration
Console
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
By default, the computer on which you have installed FactoryTalk
Services Platform is automatically added to the FactoryTalk
Administration Console, which is a part of FactoryTalk Services
Platform.
The computer should be listed in the Explorer, under System >
Computers and Groups > Computers.
If it is not listed there, you should add it manually.
To add your local computer to the FactoryTalk Administration
Console:
1. In the FactoryTalk Administration Console, in the Explorer,
expand System > Computers and Groups.
2. Right-click Computers, and then click New Computer.
The New Computer dialog box appears.
3. In the Computer text box, type the name of the computer, or
click
to search for it.
4. Click OK.
The computer is listed under Computers.
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Step 17: Recreate your
applications
TIP
Chapter 4
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To recreate the configuration, use the data from your source
computer. For details, see "Step 5: Keep your FactoryTalk
Administration Console configuration for reference (page 124)".
To recreate your applications:
1. On the Start screen, type any part of the name FactoryTalk
Administration Console, and then click its shortcut.
The FactoryTalk Administration Console window appears.
2. In the Select FactoryTalk Directory, click OK.
3. In the Explorer, right-click Network, and then click New
Application.
The New Application dialog box appears.
4. In the Name text box, type the same application name that
you used in your original FactoryTalk Administration Console
configuration.
5. Click OK.
6. In the Explorer, right-click your application, and then click
New Area.
The New Area dialog box appears.
7. In the Name text box, type the same area name that you used
in your original FactoryTalk Administration Console
configuration.
8. Click OK.
9. In the Explorer, right-click your area, and then click Add New
Server > Rockwell Automation Device Server (RSLinx
Enterprise).
The RSLinx Enterprise Server Properties dialog box appears.
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10. Under Name, type the same server name that you used in your
original FactoryTalk Administration Console configuration.
11. Click OK.
12. In the Explorer, expand the server item, and then double-click
Communication Setup.
13. In the right pane of the window, under Device Shortcuts,
click Add.
A new shortcut appears in the list, available for editing.
14. Type the same shortcut name that you used in your original
FactoryTalk Administration Console configuration.
15. Under Primary, expand the server tree, and point to the same
connector that was assigned to the shortcut on your original
FactoryTalk Administration Console configuration.
16. Click OK.
Step 18: Add a local
Administrator account as a
Windows-linked user
158
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
In these steps you will add a local Administrator account as a
Windows-linked user. The Administrator account is already
automatically added to the Windows Administrators group under
User Groups.
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To add a local Administrator account as a Windows-linked user:
1. In the FactoryTalk Administration Console, in the Explorer,
expand System > Users and Groups.
2. Right-click Users, and then click New > Windows-Linked
User.
The New Windows-Linked User dialog box appears.
3. Click Add.
The Select Users dialog box appears.
4. Click Advanced.
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The Select Users dialog box appears.
5. Click Find Now.
6. Under Search results, users from the selected location are
listed.
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7. Select a user, and then click OK.
The Windows user that you have chosen appears under Enter
the object names to select.
8. Click OK.
The Windows user appears in the New Windows-Linked
User dialog box.
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9. Click OK.
The newly added Windows-linked user appears under the
Users folder in the Explorer.
Step 19: Recreate your users
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To recreate the configuration, use the data from your source
computer. For details, see "Step 5: Keep your FactoryTalk
Administration Console configuration for reference (page 124)".
To recreate your users:
1. In the FactoryTalk Administration Console, in the Explorer,
expand System > Users and Groups.
2. Right-click Users, and then click New > User.
The New User dialog box appears.
3. In the User name box, type the same user name that you used
in your original FactoryTalk Administration Console
configuration.
4. Select the User cannot change password option.
5. Select the Password never expires option.
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6. In the Password box, type the password that you used for this
user in your original FactoryTalk Administration Console
configuration.
7. In the Confirm box, retype the password.
8. Click the Group Membership tab, and then click Add.
The Select User Group dialog box appears.
9. Click Administrators.
10. Click OK.
In the New User dialog box, the Administrators group is listed
under Member of.
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11. Click OK.
The newly created user appears under the Users folder in the
Explorer. The user belongs to the FactoryTalk Administrators
group.
Repeat the steps to restore other users that existed in your original
FactoryTalk Administration Console configuration. Make sure that
they have the same names, passwords, and user groups as in your
original FactoryTalk Administration Console configuration.
TIP
For more information on users and user groups in the FactoryTalk
Administration Console, refer to the FactoryTalk help. To open the help
file, on the Help menu click Contents.
See also
• Managing FactoryTalk user groups and users (page 231)
Step 20: Install RSBizWare
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To install RSBizWare:
1. Run the RSBizWare installation DVD.
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The RSBizWare installation wizard appears.
2. Click FactoryTalk Metrics > Installation > Install
RSBizWare.
The installation wizard appears.
3. Click Next.
4. On the License Agreement page, click:
5. Click Next.
6. On the Customer Information page, type the following
information:
7. Click Next.
8. On the Setup Type page, click:
9. Click Next.
10. On the Ready to Install the Program page, click Install.
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The Installing page presenting the installation status appears.
Once the installation is complete, the InstallShield Wizard
Completed page appears.
11. Click Finish.
A message prompting you to restart the computer appears.
12. Click Yes.
Step 21: Register the Security
Services Manager
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
TIP
To register the Security Services Manager:
1. On the Start screen, type any part of the name Service
Console, and then click its shortcut.
TIP
By default, the Service Console is located in the following
directory:
C:\Program Files (x86)\Rockwell
Software\RSBizWare\RSBizwareMgr.msc
The Service Console window appears.
The following message appears:
2. Click Yes.
The Service Console Registration dialog box appears.
3. In the Hostname or IP address box, type the name or IP
address of the local computer.
Alternatively, click
, and then search for the computer.
4. Click OK.
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You have logged on to the Security Services Manager. The
explorer tree in the Service Console is populated with Security
Services Manager items.
NOTE
Step 22: Register the
Information Services
Manager
TIP
Logging on to the Security Services Manager will activate the
FactoryTalk single sign-on user functionality.
For more information about the FactoryTalk single sign-on, refer
to the FactoryTalk Security online help. The file is available in the
following locations:
• On a 32-bit operating system:
C:\Program Files\Common
Files\Rockwell\Help\FTSecurityEN.chm.
• On a 64-bit operating system:
C:\Program Files (x86)\Common
Files\Rockwell\Help\FTSecurityEN.chm.
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To register the Information Services Manager:
1. In the Service Console, under Security Services Manager,
right-click Servers, and then click Register Server.
The Service Console Registration dialog box appears.
2. In the Server Type list, click Information Services Manager.
3. Make sure that Hostname or IP address box contains the
name or the IP address of the local computer.
4. Click OK.
5. The Information Services Manager server appears under the
Security Services Manager with the following icon:
.
6. Click Information Services Manager.
7. In the Data Sources list, select the name of the ODBC data
source that you recreated in "Step 15: Recreate the ODBC
data source (page 150)".
8. In the Database User ID box, type the name of the
RSBizWare database user that you recreated in "Step 13:
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Recreate your RSBizWare SQL Server database user (page
144)".
9. In the Database Password box, type the password of your
RSBizWare database user.
10. Click Test Connection.
A message confirming a successful connection appears.
11. Click OK.
12. Click Advanced.
13. Configure the following settings for QuickWeb reporting used
in FactoryTalk Metrics and FactoryTalk Historian Classic:
168
Item
Description
Max Records to Return
Type the maximum number of records that the
server should return for any single non-time-series
query against the database. This can be a useful way
to limit network traffic and control queries that are
returning more than a useful amount of data.
The default value is 1000.
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Item
Chapter 4
Description
Connection Pool
Type the number of database connections that the
server should keep open. Each time a client makes a
request for data from the database, a connection is
assigned to the client from this pool. A small
number of connections in the pool with a large
number of connected users will create delays while
users wait for an available connection.
The default value is 5.
Session Connection Timeout Specify, in minutes, how long the server should
maintain global credentials for users. After the
session connection expires, the user will be required
to log on before viewing report objects that have
been set to use the global credentials.
The default value is 30 minutes.
Host Alias
Type the alias (registered name) that the
Information Services Manager will use to refer to
itself when connecting to the Security Services
Manager and handling report requests across the
internet.
Use this option if the registered name of the
computer is different than its host name.
Report Schedule Manager Type the name of the computer where the Report
Host
Schedule Manager is running.
E-Mail Host
Type the e-mail host that will be used to distribute
scheduled report results.
Originating E-Mail Address Type the e-mail address that will be used to
distribute scheduled report results.
Printer User
Type the user name that will be used to connect to
the printer to print scheduled reports.
Printer Password
Type the password of the printer user.
Report User
Type the report user name that will be used to
connect to the Configuration Console to run the
scheduled reports.
If you are using scheduled reports, you must type a
user with sufficient privileges to run all of the
scheduled reports.
Report Password
Type the password of the report user.
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Item
Description
HTTP Port
Type the port number on which the server will listen
for requests from the Configuration Console.
The Configuration Console uses HTTP in addition to
raw TCP/IP to communicate to the Information
Services Manager.
The default HTTP port is 8080.
Note: Oracle 9.2.0.1.0 uses port 8080. If you are
using this version of Oracle, you must set the HTTP
port to a value other than 8080.
Type the name of the folder in which the server will
store reports that have been saved in the
Configuration Console.
You will need to change the HTML Root directory
setting if you have installed the server to a
non-default location.
HTML Root
14. Click Apply.
The following message appears:
15. Click Yes.
The following message appears:
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16. Click OK.
Once the server is restarted, the Information Services Manager
server appears under the Security Services Manager with the
following icon: .
Step 23: Associate Metrics
Server Manager with
Information Services
Manager
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To associate the Metrics Server Manager with the Information
Services Manager:
1. In the Service Console, under Security Services Manager,
expand Servers.
2. Right-click Information Services Manager, and then click
Associate Metrics Server Manager.
The Service Console Registration dialog box appears.
The Hostname or IP address box contains the name or the IP
address of the local computer.
3. Click OK.
The newly created Metrics Server Manager appears under
Information Services Manager with the following icon:
.
4. Click Metrics Server Manager.
5. In the Data Sources list, select the name of the ODBC data
source that you recreated in "Step 15: Recreate the ODBC
data source (page 150)".
6. In the Database User ID box, type the name of the
RSBizWare database user that you recreated in "Step 13:
Recreate your RSBizWare SQL Server database user (page
144)".
7. In the Database Password box, type the password of your
RSBizWare database user.
8. Click Test Connection.
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A message confirming a successful connection appears.
9. Click OK.
10. Click Apply.
The following message appears:
11. Click Yes.
The Metrics Server Manager appears under the Information
Services Manager with the following icon: .
Step 24: Assign activations to
RSBizWare servers
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To assign activations to the RSBizWare servers:
1. Under Security Services Manager, expand Administration.
2. Click Activations.
In the right pane of the window, activation details are
provided.
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The table provides the following information:
Item
Description
Total
The total number of activations installed on the computer
where the selected Security Services Manager is running.
The Security Services Manager checks all RSBizWare
activations out of the FactoryTalk Activation.
The number of unassigned activations on the computer
where the selected Security Services Manager is running.
Unassigned activations will not be returned to the
FactoryTalk Activation.
The number of activations that have been assigned to the
selected RSBizWare server.
Only assigned activations will be detected by the product
running on the selected server.
Available
Assigned
In the table, you may see the following types of activations:
Activation type
Description
Metrics Server
Manager XX
Workcells
A FactoryTalk Metrics server license for the specified
number of work cells.
You can assign more than one license. If you do, the number
of work cells will be summed.
FactoryTalk Historian A FactoryTalk Historian Classic server license for the
XXX Tag
specified number of tags.
You can assign more than one license. If you do, the number
of tags will be summed.
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Activation type
Description
FactoryTalk Metrics
Author
A single-user Authoring license that is assigned to a specific
user.
With this license, you can configure a FactoryTalk Metrics
system using the Configuration Console.
FactoryTalk Historian A single-user Authoring license that is assigned to a specific
Author
user.
With this license, you can configure a FactoryTalk Historian
Classic system using the Configuration Console.
RSBizWare Single
A license that allows a single user to access reports from
User Runtime
FactoryTalk Historian Classic or FactoryTalk Metrics (using
Activation
either Report Expert or QuickWeb.)
You can assign more than one license. If you do, the number
of users will be summed.
RSBizWare Unlimited A license that allows an unlimited number of users to access
User Runtime
reports from FactoryTalk Historian Classic or FactoryTalk
Activation
Metrics (using either Report Expert or QuickWeb.).
You can assign only one license of this type.
3. In the Assign Activations to list, select the RSBizWare server
to which you want to assign activations.
4. Under Activation, click the activation that you want to assign
to the server.
5. Click Assign an Activation.
The activation is assigned to the server.
The number of Available activations is reduced by 1, and the
number of Assigned activations is increased by 1.
See also
• Software activation options (page 222)
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Step 25: Assign client
activations to users
TIP
Chapter 4
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To assign client activations to users:
1. In the Service Console, expand Security Services Manager >
Administration.
2. Click Users and Groups.
3. In the right pane of the window, under Users, click Refresh.
4. Click the user name for which you want to assign application
privileges.
5. Click Edit User Properties.
The Security Control dialog box appears.
6. Click the License & Activation tab.
7. In the Server Type list, select the type of the server for which
you want to assign privileges.
8. Under Place a check..., select the check box to the left of the
activation that you want to assign to the user.
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9. Click OK.
Step 26: Assign application
privileges to users
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
A privilege is a distinct function of FactoryTalk Metrics and
FactoryTalk Historian Classic applications that is assigned to
security groups or individual users. Individual users can have
privileges assigned to them, and they can inherit privileges from the
security groups to which they belong. For example, if a group has
been granted privileges for the Configuration Console "Create New
Report Objects" feature, the users assigned to that group are able to
create new report objects in the Configuration Console.
Application privileges apply to the use of the Configuration Console
and reporting using QuickWeb only. They do not apply to Report
Expert.
You can manage the privileges and permissions that a user has either
by assigning privileges and permissions directly to the user or by
assigning privileges and permissions to a user group, and then
placing the user in one or more user groups. A user belonging to a
group will inherit the privileges and permissions that have been
assigned to the group. Since users can belong to multiple groups,
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groups can be broken down into logical areas of application
functionality.
For information on privileges available with individual client
activations, see "FactoryTalk Historian and FactoryTalk Metrics
privileges (page 178)".
To assign application privileges to users:
1. In the Service Console, expand Security Services Manager >
Administration.
2. Click Users and Groups.
3. In the right pane of the window, under Users, click the user
name for which you want to assign application privileges.
4. Click Edit User Properties.
The Security Control dialog box appears.
5. In the Privileges tab, in the Server Type list, select the type of
the server for which you want to assign privileges.
6. In the Server list, select a server of the specified server type.
7. Under Place a check..., select the check box to the left of the
privilege that you want to assign to the user.
If the user has inherited privileges from a group, the privileges
are indicated with the group icon:
.
8. Click OK.
TIP
While it is perfectly acceptable to assign privileges on a
user-by-user basis, the process will become very tedious when
you have a large number of users in the system. For this reason,
you may want to assign privileges at a group level.
See also
• Assigning application privileges to groups (page 237)
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FactoryTalk Historian and
FactoryTalk Metrics
privileges
Privilege
The following FactoryTalk Historian Classic and FactoryTalk
Metrics (Configuration Console) privileges are available, depending
on the assigned Author activation type.
Description
Type of Author activation required
Allows the selected user or group to create reports for personal
use. A report that has been created under this privilege can be
viewed and edited by the user who created the report.
Create Public Reports Allows the selected user or group to create reports for public
use. The creator of the report can grant view and edit privileges
for the report to other users and groups.
Allows the selected user or group to create report objects for
Create New Report
personal use. A report object that has been created under this
Objects
privilege can be viewed and edited by the user who created the
report object.
Create Public Report Allows the selected user or group to create report objects for
public use. The creator of the report object can grant view and
Objects
edit privileges for the report object to other users and groups.
Allows the selected user or group to create filters for personal
Create New Filters
use. A filter that has been created under this privilege can be
viewed and edited by the user who created the filter.
Create Public Filters Allows the selected user or group to create filters for public use.
The creator of the filter can grant view and edit privileges for
the filter to other users and groups.
Allows the selected user or group to create report data sources.
Create New Report
A report data source that has been created under this privilege
Data Sources
can be viewed and edited by the user who created the report
data source.
Allows the selected user or group to save the data from a text
Save Report Object
report object to a comma separated values (.csv) or html (.htm)
Contents to File
file.
Organize Plant Model Allows the selected user or group to create and modify activity
areas in the plant model.
Manage Reporting
Allows the selected user or group to use the Time-Series
Tags
Reporting Tags dialog box to create, modify, and configure
reporting tags.
Create New Reports
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Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics or FactoryTalk Historian
Author
FactoryTalk Metrics Author
FactoryTalk Historian Author
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Privilege
Description
Type of Author activation required
(FactoryTalk Historian Classic users only) Allows the selected
user or group to view the Value, X-Axis, and Y-Axis comments
that have been associated with time-series data.
(FactoryTalk Historian Classic users only) Allows the selected
Add Time-Series
user or group to associate Value, X-Axis, and Y-Axis comments
Comment
with time-series data.
(FactoryTalk Historian Classic users only) Allows the selected
Edit/Delete
Time-Series Comment user or group to modify and delete Value, X-Axis, and Y-Axis
comments that have been associated with time-series data.
Manage Performance Allows the selected user or group to use the FactoryTalk
Parameters
Metrics Performance Parameters dialog box to specify the
parameters that will be used in the calculation of OEE for an
activity area.
Manage FactoryTalk Allows the selected user or group to modify and delete
Metrics Manual Data FactoryTalk Metrics work cell data.
Collection
Manage Time Pattern Allows the selected user or group to create and modify time
patterns, configure composites, and schedule exceptions.
View Time-Series
Comment
Step 27: Restore your
FactoryTalk Transaction
Manager configuration
Chapter 4
TIP
None
None
None
FactoryTalk Metrics Author
FactoryTalk Metrics Author
FactoryTalk Metrics Author
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To restore your FactoryTalk Transaction Manager
configuration:
1. Copy the backup of your FactoryTalk Transaction Manager
configuration that you created in "Step 1: Back up your
FactoryTalk Transaction Manager configuration (page 115)"
from the source computer to the computer on which you are
performing these steps.
2. On the Start screen, type any part of the name FactoryTalk
Transaction Manager, and then click its shortcut.
The FactoryTalk Transaction Manager window appears.
3. On the Configuration menu, click Restore.
The Remote rsq File Browse dialog box appears.
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4. In the folder tree, navigate to the folder that contains the
backup file.
5. Select the backup file, and then click OK.
The FactoryTalk Transaction Manager Restore
Configuration dialog box appears.
6. In the Path text box, leave the default setting or select another
location in which you want to save the configuration.
The location should be the same like the location of the
original configuration before the migration.
7. Click OK.
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The following message appears:
8. Click Yes.
The following message appears:
9. Click OK.
The configuration is restored.
Step 28: Register the
configuration in the
RSBizWare SQL Server
database
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
To register your FactoryTalk Transaction Manager
configuration in the RSBizWare SQL Server database:
1. On the Start screen, click SQL Server Management Studio.
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The Microsoft SQL Server Management Studio window
and the Connect to Server dialog box appear.
2. Select the computer that hosts SQL Server.
3. Type the login and password, and then click Connect.
4. In the Object Explorer, expand Databases > <Your Restored
Database> > Tables.
5. Navigate to the RSSqlConfig table.
6. Right-click the table, and then click Edit Top 200 Rows.
7. In the right pane of the window, under sHost, replace the
name or IP of the source computer on which you backed up
the RSBizWare SQL Server database with the name or IP of
the target computer on which you restored the database.
8. Press Enter.
9. Close the table tab.
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Step 29: Update your
FactoryTalk Transaction
Manager configuration
TIP
Chapter 4
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To update your FactoryTalk Transaction Manager
configuration:
1. In FactoryTalk Transaction Manager, on the Configuration
menu, click Checklist.
The Configuration Checklist dialog box appears.
2. Under Define Configuration, click Step 1.
The FactoryTalk Transaction Manager Configuration
dialog box appears.
3. Make sure that the following options are selected:
4. Click Apply.
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The following message appears:
5. Click Yes.
The following message appears:
6. Click OK.
7. Click Close.
8. In the Configuration Checklist dialog box, under Define
Connectors, click Step 2.
The Connector Definition dialog box appears.
9. In the Host Name text box, replace the name of the source
computer on which you backed up the FactoryTalk
Transaction Manager configuration with the name of the
target computer on which you restored the configuration.
10. In the User Name text box, replace the name of the user of the
source computer with the name of the user of the target
computer.
11. In the Password text box, replace the password of the user of
the source computer with the password of the user of the
target computer.
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12. Click Host / User.
The following message appears:
13. Click OK.
The following message appears:
14. Click OK.
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You have updated the host names, user names, and password
for all the connectors defined for your FactoryTalk
Transaction Manager configuration.
15. Click Apply.
The following message appears:
16. Click OK.
The following message appears:
17. Click Yes.
The following message appears:
18. Click OK.
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See also
• Configuring data collection (page 243)
Step 30: Register FactoryTalk
Transaction Manager
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
To register a FactoryTalk Transaction Manager configuration
server:
1. In the Service Console, expand Security Services Manager.
2. Right-click FactoryTalk Transaction Manager
Configurations, and then click Register Server.
The Service Console Registration dialog box appears.
3. In the Hostname or IP address box, type the name or the IP
address of the server on which FactoryTalk Transaction
Manager is installed, if it is not already provided.
4. Click OK.
The FactoryTalk Transaction Manager server appears under
FactoryTalk Transaction Manager Configurations with the
green traffic lights icon: .
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See also
• Configuring data collection (page 243)
Step 31: Register the
configuration in the Service
Console
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
Although you have already registered your configuration in "Step 28:
Register the configuration in the RSBizWare SQL Server database
(page 181)", you need to repeat the process on the Service Console
level.
To register your FactoryTalk Transaction Manager
configuration in the Service Console:
1. In the Service Console, expand Information Services
Manager.
2. Right-click Data Collection, and then click Register
FactoryTalk Transaction Manager Configuration.
The FactoryTalk Transaction Manager Registration
Wizard appears.
3. Click Next.
4. On the Local or Remote page, click Next.
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The Select FactoryTalk Transaction Manager
Configuration page appears.
It lists your restored FactoryTalk Transaction Manager
configuration in status the RSBizWare applications for which
the configuration has already been registered in the
RSBizWare SQL Server database.
5. Select the configuration, and then click Next.
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The following message appears:
6. Click Yes.
The Completing the Wizard page appears.
7. Click Finish.
Your configuration is listed in the tree under Data Collection.
See also
• Configuring data collection (page 243)
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Step 32: Configure SQL Server
Reporting Services (SSRS)
TIP
Chapter 4
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
To configure SQL Server Reporting Services:
1. On the Start screen, type any part of the name Reporting
Services Configuration Manager, and then click its shortcut.
2. The Reporting Services Configuration Manager window
and the Reporting Services Configuration Connection
dialog box appear.
3. Make sure that the Server Name and the Report Server
Instance boxes points to the local computer and the locally
configured report server instance.
4. Click Connect.
5. In the left pane of the window, click Service Account.
6. In the right pane of the window, make sure the Use built-in
account option is selected, and that it points to ReportServer.
7. In the left pane of the window, click Database.
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8. In the right pane of the window, under Current Report
Server Database, make sure that SQL Server Name points to
the local computer, and Database Name points to
ReportServer.
9. Under Current Report Server Database Credential, click
Change Credentials.
The Report Server Database Configuration Wizard dialog
box appears.
10. In the Authentication Type list, select SQL Server Account.
11. In the Username box, type sa (SQL Server System
Administrator account).
12. In the Password box, type the password for the sa account.
You set this password when you were installing the SQL
Server.
13. Click Test Connection.
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If the test is successful, the following message appears:
14. Click OK, and then click Next.
15. On the Credentials page, leave the default settings.
16. Click Next.
17. On the Summary page, review the database details.
18. Click Next.
19. Wait until the database is configured, and then click Finish.
Step 33: Verify the SSRS
configuration
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If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
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To verify the configuration of SQL Server Reporting Services
(SSRS):
1. On the Start screen, type any part of the name SQL Server
Management Studio, and then click its shortcut.
2. The SQL Server Management Studio window and the
Connect to Server dialog box appear.
3. In the Connect to Server dialog box, click Connect.
4. In the Object Explorer, click Connect > Reporting Services.
The Connect to Server dialog box appears.
5. Make sure that the Server type box reads Reporting Services.
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6. Click Connect.
The Report Server appears in the Object Explorer.
7. Exit the SQL Server Management Studio.
8. On the Start screen, type any part of the name Reporting
Services Configuration Manager, and then click its shortcut.
The Reporting Services Configuration Manager window
and the Reporting Services Configuration Connection
dialog box appear.
9. In the Reporting Services Configuration Connection dialog
box, click Connect.
10. In the left pane of the window, click Report Manager URL.
11. In the right pane of the window, click the link in the URLs
box.
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The home page of the SQL Server Reporting Services appears
in a web browser window.
Step 34: Install and configure
Report Expert
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
To install and configure Report Expert:
1. Run the RSBizWare installation DVD.
The RSBizWare installation wizard appears.
2. On the Welcome page, click FactoryTalk Metrics >
Installation > Install Report Expert.
The installation program checks for installed applications.
3. On the Welcome page, click Next.
4. On the License Agreement page, click:
5. Click Next.
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6. On the Customer Information page, type the following:
7. Click Next.
8. On the Setup Type wizard page, select:
• Complete, if you want to install all the features.
• Custom, if you want to install specific components.
If you choose this option, the Custom Setup page appears.
Select the components that you want to install and their
locations on the computer.
9. Click Next.
The Virtual directory information page appears. It displays
the default virtual directory of the Report Expert web site:
http://localhost/RockwellSoftware/ReportExpert
10. Click Next.
11. On the Database connection information page, provide the
following information:
Item
Description
System DSN Name
Select the name of the ODBC data source that you have
configured for your RSBizWare SQL Server database.
Type the user name of your RSBizWare database.
Type the password for the RSBizWare database user.
Username
Password
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12. Click Next.
13. On the Ready to Install the Program page, click Install.
The Installing... page presenting the installation status
appears.
14. On the InstallShield Wizard Completed page, click Finish.
The Database Load and Update wizard appears.
15. On the Welcome page, click Next.
16. On the Product and Database Connection page, provide the
following information:
Item
Description
ODBC DSN
Select the name of the ODBC data source that you have
configured for your RSBizWare SQL Server database.
Type the user name of your RSBizWare database.
Type the password for the RSBizWare database user.
User
Password
17. Click Connect. The Available Product Modules list is
populated with FactoryTalk components.
18. Under Available Product Modules, select these options:
TIP
Select both options so that you have access to FactoryTalk
Metrics and Report Expert sample data.
19. Click Finish to load data.
20. Click Close to exit the wizard.
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21. On the Start screen, type any part of the name Report Expert,
and then click its shortcut.
TIP
By default, Report Expert is located in the following directory:
C:\Program Files (x86)\Rockwell Software\Report
Expert\RE.url
The Internet Explorer window and the Windows Security
dialog box appear.
22. In the Windows Security dialog box, type the user name and
the password to the computer on which you have configured
ODBC for RSBizWare.
• For the all-in-one installation, this will be the local
computer.
• For the installation on two computers, this will be the
RSBizWare server computer.
If you have installed and configured Report Expert
successfully, the Report Expert welcome page appears.
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Step 35: Configure the
FTMetricsEditors group
TIP
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
In the initial configuration, Report Expert grants data editing only
to those users that are identified as Report Expert Editors and are
members of the default local group named FTMetricsEditors. Since
the group is not created automatically during the installation of
Report Expert, you need to create it manually, or point to a local
group that already exists in your system and configure it
appropriately. If you create a local group, you can either use the
default name of the group - FTMetricsEditors - or choose another.
In the steps below we assume that you create a new local group that
will contain all Report Expert editors.
To create and configure a local group for Report Expert Editors:
1. On the Start screen, type any part of the name Computer
Management, and then click its shortcut.
2. The Computer Management window appears.
3. Create a new local group that will contain all of your Report
Expert editors.
The default name for the group in the Report Expert
configuration is host\FTMetricsEditors. You can use this
name or choose another.
4. Add the Windows domain user name of each editor to the
newly created group.
If you intend to use a local group that already exists in the system, or
you have created a new group and chosen for it a different name
than the default one, you need to update the Report Expert
configuration file.
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To update the Report Expert configuration file:
1. Open the <Report ExpertInstallationDirectory>\Website
folder, and edit the Web.config file.
2. Replace the name of the default FTMetricsEditors group
with the name of the group you have created or chosen to
contain Report Expert editors.
For example, if the group that you use is named
RptExpEditors, do the following:
Replace FTMetricsEditors:
<add key="FTMetricsEditorsGroup" value="FTMetricsEditors"/>
...
<allow roles="FTMetricsEditors"/>
With RptExpEditors:
<add key="FTMetricsEditorsGroup" value="RptExpEditors"/>
...
<allow roles="RptExpEditors"/>
3. Save the file.
Step 36: Verify the Report
Expert installation
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target Database server computer.
TIP
To verify the Report Expert installation:
1. On the Start screen, type any part of the name Report Expert,
and then click its shortcut.
TIP
By default, Report Expert is located in the following directory:
C:\Program Files (x86)\Rockwell Software\Report
Expert\RE.url
The Internet Explorer window and the Windows Security
dialog box appear.
2. In the Windows Security dialog box, type the user name and
the password to the computer on which you have configured
ODBC for RSBizWare.
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• For the all-in-one installation, this will be the local
computer.
• For the installation on two computers, this will be the
RSBizWare server computer.
If you have installed and configured Report Expert
successfully, the Report Expert welcome page appears.
Step 37: Start your
FactoryTalk Transaction
Manager configuration
If you are migrating the RSBizWare suite to two computers, perform the
following steps on the Target RSBizWare server computer.
TIP
To start your restored FactoryTalk Transaction Manager
configuration:
1. On the Start screen, type any part of the name Configuration
Console, and then click its shortcut.
TIP:
By default, the Service Console is located in the following
directory:
C:\Program Files (x86)\Rockwell
Software\RSBizWare\RSBizWare Production Client.exe
The Configuration Console window and the RSBizWare
Login dialog box appear.
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2. In the User text box, type the name of the user of your
RSBizWare SQL Server database.
3. In the Password text box, type the user password.
4. In the Server text box, type or select from the list the name of
the computer on which you have installed the RSBizWare
SQL Server database:
• If your RSBizWare SQL Server database is on the computer
on which you are performing these steps, select localhost.
• If your RSBizWare SQL Server database is on the target
database server computer, select the name of this computer.
5. Click Login.
6. On the welcome page, under FactoryTalk Historian/Metrics
Tasks, click:
The FactoryTalk Transaction Manager Configurations
dialog box appears.
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7. Select your restored configuration, and then click Start.
Once the configuration is started, its traffic lights icon changes
to green.
Congratulations!
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You have successfully completed the migration of your RSBizWare
environment. You are now ready to start the Configuration Console
and begin to use the products.
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Chapter 5
Post-installation tasks
Additional settings are required to use RSBizWare properly with
Microsoft Windows operating systems and Internet Explorer, which
provide additional security features intended to protect your system
from unknown programs and web sites.
Configuring Internet Explorer To view RSBizWare reports properly with Internet Explorer, you
need to add the name of the RSBizWare server to trusted sites in
trusted sites
Internet Explorer.
To configure trusted sites:
1. Open Internet Explorer.
2. On the Tools menu, click Internet Options. The Internet
Options dialog box appears.
3. Go to the Security tab, click Trusted Sites, and click Sites.
The Trusted Sites dialog box appears.
4. Under Add this Web site to the zone, type
http://ServerName.
ServerName is the name of the RSBizWare server as shown in
the System Properties in Control Panel.
5. Click Add.
6. Click Close, and then click OK.
Installing RSBizWare Sample To import the sample data into the RSBizWare database:
Data
1. Go to Start > All Programs > Rockwell Software >
FactoryTalk Tools > Database Wizard.
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The Database Load and Update Wizard appears.
2. Click Next.
The Product and Database Connection page appears.
3. In the ODBC DSN list, select your ODBC data source.
4. In the User text box, type the user name of your RSBizWare
database owner.
5. In the Password box, type the password of your RSBizWare
database owner.
6. Click Connect.
Under Available Product Modules, a list of sample data
appears.
7. Select the data that you want to import.
8. Click Finish.
The Processing page with the import status appears.
After the import is complete, the Completing the Database
Load and Update Wizard page appears.
9. Click Close.
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Chapter 6
Upgrading RSBizWare on Microsoft
Windows Server 2008 R2 SP1
If your current RSBizWare environment is maintained on:
• Microsoft Windows Server 2003 R2 with Service Pack 2
• Microsoft SQL Server 2005 Standard Edition with Service
Pack 3
Migrate it to the latest version following the steps presented in
"Migrating RSBizWare (page 109)".
If your current RSBizWare environment is maintained on:
• Microsoft Windows Server 2008 R2 with Service Pack 1
• Microsoft SQL Server 2008 R2 Standard Edition with Service
Pack 1
Upgrade it to the latest version following the steps presented in this
chapter.
In this chapter you will learn about the following:
• Preparing for the upgrade (page 208)
• Upgrading FactoryTalk Services Platform (page 209)
• Upgrading the RSBizWare suite (page 210)
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Preparing for the upgrade
If you are upgrading from a prior version of the FactoryTalk Metrics
or FactoryTalk Historian Classic software, there are several things
that you should take into consideration before you proceed with the
upgrade:
• It is recommended that you create a backup copy of your
RSBizWare database, FactoryTalk Transaction Manager
configurations, and sesame.dat file - located in the directory
into which the software was installed - before beginning the
upgrade process.
• The RSBizWare software will automatically upgrade your
RSBizWare database as part of the configuration process.
However, you may want also to consider upgrading your SQL
server to the newest version supported by RSBizWare.
For up-to-date information on hardware and software
requirements, consult Rockwell Automation Product
Compatibility and Download Center
(http://www.rockwellautomation.com/support/pcdc.page).
For details on upgrading SQL Server, refer to the Microsoft
SQL Server documentation.
Before upgrading your automation system software from an earlier
version of FactoryTalk Services Platform, take note of the following
key points:
• You must remove all Rockwell Automation products that
depend on FactoryTalk before removing and reinstalling the
FactoryTalk Services Platform on the same computer.
• The FactoryTalk Services Platform, and all of the
FactoryTalk-enabled software products participating in the
same automation system, must be part of the same
Coordinated Product Release (CPR). To upgrade to a new
version of FactoryTalk Services Platform, all participating
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software products must also be upgraded to compatible
versions.
• For a networked automation system, upgrade the computer
hosting the Network Directory Server first, and then upgrade
the client computers on the network.
• After installing FactoryTalk Services Platform, reinstall the
software products that you plan to use in the automation
system. All of the participating FactoryTalk-enabled software
products must be compatible with this version of FactoryTalk
Services Platform.
Upgrading FactoryTalk
Services Platform
To upgrade FactoryTalk Services Platform:
1. Run the RSBizWare installation DVD. The RSBizWare
installation wizard appears.
NOTE
It is recommended that you read the RSBizWare software release
notes before installing the software. The release notes may
contain more up-to-date information than was available when
this document was published. A shortcut to the release notes is
available in the installation wizard on the RSBizWare installation
DVD.
2. On the Welcome page, click FactoryTalk Metrics >
Installation > Install FactoryTalk Services Platform.
The installation wizard checks for installed applications, and
then displays a message informing you that a previous version
of FactoryTalk Services Platform is installed. Click OK to
proceed with the upgrade.
The previous version of FactoryTalk Services Platform is
removed and the installation wizard appears.
3. Follow the on-screen instructions to complete the process.
For details, see "Step 3: Install FactoryTalk Services Platform
(page 42)".
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During the installation, the wizard backs up existing
FactoryTalk Directories, configures a FactoryTalk Local
Directory and a FactoryTalk Network Directory.
The Configuring FactoryTalk Directory dialog box displays
the names of the files to which the existing FactoryTalk
Directories have been backed up and the name of the
Windows folder where the backup files are written. Backup
locations are also logged to FactoryTalk Diagnostics.
NOTE
Upgrading the RSBizWare
suite
The RSBizWare products make use of the Network Directory only.
To upgrade the RSBizWare suite:
1. Run the RSBizWare installation DVD. The RSBizWare
installation wizard appears.
NOTE
It is recommended that you read the RSBizWare software release
notes before installing the software. The release notes may
contain more up-to-date information than was available when
this document was published. A shortcut to the release notes is
available in the installation wizard on the RSBizWare installation
DVD.
2. On the Welcome page, click FactoryTalk Metrics >
Installation > Install RSBizWare.
3. The installation wizard checks for installed applications, and
then displays a message informing you that a previous version
of the RSBizWare suite is installed. Click OK to proceed with
the upgrade.
4. The previous version of the RSBizWare suite is removed and
the installation wizard appears.
5. Follow the on-screen instructions to complete the process.
For details, see "Step 13: Install RSBizWare (page 66)".
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Chapter 7
Administering RSBizWare servers
To perform the server administration tasks, you must have the
Windows System Administrator privilege, and your user account
must be a member of the local administrator user group.
Starting and stopping
RSBizWare servers
NOTE
In order to start or stop a remote server successfully, your Windows user
account must have permission to access the remote machine with
specific permission to start and stop Windows service programs.
In the Service Console, the traffic light to the left of the Information
Services Manager or Metrics Server Manager name in the Security
Services Manager tree indicates the server run mode.
This icon:
Indicates that the server is:
Not running.
Any attempts to change the server settings or connect a client to the server
will be unsuccessful.
To start the server, right-click it, and then click Start Server.
In configuration mode.
The server is running, but you may change only server settings for the
server. Any attempts to connect a client to the server will be unsuccessful.
After you have configured the server settings, you can stop the server and
restart it.
To restart the server, right-click it, and then click Restart Server.
Running. When a server is running, you can change server settings, connect
clients to the server, and configure external data sources.
To stop the server, right-click it, and then click Stop Server.
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The Configuration Console supports the ability to schedule reports
Managing Information
Services Manager scheduled to be performed at some time in the future.
items
To view a list of reports scheduled by the Configuration
Consoles that are connected to a particular Information Services
Manager:
• In the Service Console, expand your Information Services
Manager tree item, and then click Scheduled Items.
The list of scheduled reports appears in the right pane of the
window.
Use this list to view the reports and to delete scheduled reports
that are no longer necessary.
To delete a scheduled report:
• Click a report, and then click Remove.
Managing Information
Services Manager external
data sources
The reporting features of the Configuration Console can be applied
to data that exists outside of the RSBizWare database. Before you
can report on the data in an external database table or view, you need
to create an external data source. An external data source is a
connection to any SQL Server or Oracle database that a server can
communicate with using ODBC. After you have created the
external data source, it will be available to users when they create
new report data sources to access tables or views in the external
database.
To create a new external data source (DSN):
1. In the Service Console, expand your Information Services
Manager tree item, an then click External Data Sources.
The list of external data sources appears in the right pane of
the window.
2. Click Add.
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The Data Source Properties dialog box appears.
3. In the Server DSN list, select the name of the ODBC Server
DSN that the server will use to access the external database.
The available DSNs are the ones that exist on the computer
where the Information Services Manager is running.
4. In the Description box, type a description of the external data
source.
The description will appear in the list of available data sources
in the Report Data Source Wizard in the Configuration
Console.
5. In the User box, type the user name that the server will use to
connect to the data source.
6. In the Password box, type the user password.
7. In the Max Connections box, type the number of connections
that the server will maintain to this external data source in
order to service requests from clients.
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Client requests can share a single connection, but more than
one connection may help reduce delays for multiple client
requests.
8. Click Test Connection.
If the connection attempt is successful, the following message
appears:
9. Click OK.
Now the tables and views in your external data source will be
available to users when they create new report data sources.
Handling temporary
database connection loss in
the Information Services
Manager
If the connection between the Information Services Manager and
the database (Oracle or SQL Server) is broken, and the error
message that the server receives from the database is one of the errors
known by the server to cause temporary database connection loss,
the server will attempt to reconnect to the database without user
intervention.
Errors known by the Information Services Manager to cause
temporary database connection loss:
214
General ODBC errors:
Oracle-only errors:
08003
08004
08S01
24000
34000
S1000
S1001
1033
1089
3111
3112
3113
3114
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General ODBC errors:
Oracle-only errors:
S1008
S1009
S1010
S1109
01000
37000
If the server does not recognize the error message, the server will
look for a text file called dberrors.txt that may contain additional
error numbers. If the server finds the text file, and the database error
matches any of the entries in the text file, the server will attempt to
reconnect to the database. However, if the server does not recognize
the error message and is unable to find the text file, or the text file
does not contain the error message, the server will be disabled and
will need to be restarted manually.
NOTE
If the Metrics Server Manager encounters one of the general errors, it
will attempt to reconnect to the database. However, the Metrics Server
Manager will not attempt to look for errors in the dberrors.txt file.
The dberrors.txt file is a text file that you can create and maintain
to tell the Information Services Manager about any additional
database error messages that your organization would like to
consider as typically signaling temporary database connection loss.
To create the dberrors.txt file:
1. Open a text editor.
2. Type the numbers of the database error messages that you
expect to cause temporary database connection loss on your
system. The file should contain a single database error number
per line for every additional database error.
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While some of the general ODBC errors contain characters, only
numeric values may be entered in the dberrors.txt file.
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For example, if you expect the Oracle ORA-08114 and
ORA-10015 errors to cause temporary database connection
loss on your system, enter 8114 and 10015 in separate lines in
the text file:
3. Save the text file as dberrors.txt in the directory where the
RSBizWare software was installed.
By default, the RSBizWare software is installed in:
C:\Program Files (x86)\Rockwell Software\RSBizWare.
The Metrics Server Manager
settings file
NOTE
All registry values specified are located in the
HKEY_LOCAL_MACHINE\Software\Rockwell
Software\PlantMetrics\Current Configuration\OnyxServer
registry key.
To allow the Metrics Server Manager to make more efficient use of
memory, manage the processing of RSL files better, and release all
unused memory back to the operating system, a Metrics Server
Manager Settings file is available.
The PlantMetricsServerSettings.xml file will be created in the
directory from which the Metrics Server Manager runs (the default
location is C:\Program Files (x86)\Rockwell
Software\RSBizWare) the first time the Metrics Server Manager is
started. All relevant Metrics Server Manager-specific settings used in
previous releases will be extracted from the registry and - along with
additional values that were formerly hard coded - will be stored in
the newly created file.
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The following Metrics Server Manager-specific settings can be
stored in the file:
Value name (units)
Default Description
value
Location in pre-RSBizWare 9.0
software
LogLocation ServerCalls (On or
Off)
On
The LogLocation registry value, with bit 1
set in the hexadecimal bitmask.
LogLocation
RSSqlThreadGeneral (On or Off)
Off
LogLocation RSSqlRSLFileDetail
(On or Off)
On
LogLocation ScheduleThread (On Off
or Off)
LogLocation CalcThreadGeneral
(On or Off)
On
LogLocation CalcThreadSchedule Off
(On or Off)
LogLocation CalcThreadData
Details (On or Off)
On
LogLocation
CalcThreadCalculation (On or
Off)
On
LogLocation CalcThreadEvent
Detail (On or Off)
On
Turns the application-specific informational
and debug-level logging on or off for
function calls at the global server level.
Turns the application-specific informational
and debug-level logging on or off for
general processing messages from the
FactoryTalk Transaction Manager process
thread.
Turns the application-specific informational
and debug-level logging on or off for RSL
file content messages from the FactoryTalk
Transaction Manager process thread.
Turns the application-specific informational
and debug-level logging on or off for
Schedule thread messages.
Turns the application-specific informational
and debug-level logging on or off for
general processing messages in the
Calculator thread.
Turns the application-specific informational
and debug-level logging on or off for time
pattern schedule processing messages in the
Calculator thread.
Turns the application-specific informational
and debug-level logging on or off for data
processing messages from the Calculator
thread.
Turns the application-specific informational
and debug-level logging on or off for OEE
calculation messages in the Calculator
thread.
Turns the application-specific informational
and debug-level logging on or off for event
processing messages in the Calculator
thread.
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The LogLocation registry value, with bit 2
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 4
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 8
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 10
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 20
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 40
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 80
set in the hexadecimal bitmask.
The LogLocation registry value, with bit 100
set in the hexadecimal bitmask.
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Value name (units)
Default Description
value
Location in pre-RSBizWare 9.0
software
LogLocation CalcThreadFault
Metrics (On or Off)
Off
The LogLocation registry value, with bit 200
set in the hexadecimal bitmask.
LogLocation CalcThreadMachine Off
State (On or Off)
LogLocation ServerRequests (On Off
or Off)
LogLocation DataProcessing
Queue (On or Off)
Off
LogLocation Memory
Management (On or Off)
Off
StartupRSLAgeLimit (Minutes)
10
InitializeFromSingle Timestamp 1
(1 or 0)
ShiftRecursion Duration
(Minutes)
Summarization Overlap
(Seconds)
60
2
DataQueueSleep Threshold (# of 100
Data Queue Items)
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Turns the application-specific informational
and debug-level logging on or off for fault
metric calculation messages in the
Calculator thread.
Turns the application-specific informational
and debug-level logging on or off for
machine state calculation messages in the
Calculator thread.
Turns the application-specific informational
and debug-level logging on or off for server
request handling.
Turns the application-specific informational
and debug-level logging on or off for data
processing queue handling.
Turns the application-specific informational
and debug-level logging on or off for
messages in the Memory Management
thread.
Discards the first RSL file processed if it is as
many minutes older than the current time
as specified in the value.
1 - Initialize data collection from a single
timestamp provided by the heart beat
transactions and discard data that is older
than the initializing time.
0 - Use all data regardless of the timestamp.
The amount of time used to recursively
search for the start of the current shift.
Summarization criteria changes that occur
within this amount of time will be
considered a single change and will not
generate multiple summarizations.
The number of items waiting to be
processed. If the number is exceeded, the
Calculator thread remains awake for a small
amount of time not to consume all the CPU
time. This is the number of items indicating
that the server is busy enough so that it does
The LogLocation registry value, with bit 400
set in the hexadecimal bitmask.
The LogLocation registry value, with bit
1000 set in the hexadecimal bitmask.
The LogLocation registry value, with bit
4000 set in the hexadecimal bitmask.
This value did not exist in versions of the
software prior to RSBizWare 9.0.
The RSL Check Time Duration registry value.
The Init Values Type registry value.
The Shift Recurse Gap registry value.
The Summarization Gap registry value.
The Sleep Threshold registry value.
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Value name (units)
Default Description
value
not need to sleep.
DataQueueWarning Threshold (# 500 or 5 * The number of items waiting to be
of Data Queue Items)
Sleep
processed. When the number is reached, a
warning log message is generated and the
database update rate is changed to the
configured warning state update rate.
DataQueueError Threshold (# of 1000 or The number of items waiting to be
Data Queue Items)
10 *
processed. When the number is reached, an
Sleep
error log message is generated and the
database will only be updated when
summarizations occur.
DatabaseUpdate Interval
30
The frequency with which the Calculator
(Seconds)
thread will update the database with
calculated values during normal processing.
WarningDatabase Update
300
The frequency with which the Calculator
Interval (Seconds)
thread will update the database with
calculated values while the server is in a
warning state.
EnabledWorkcell PollingRate
10
The frequency with which the Metrics Server
(Minutes)
Manager checks the database for newly
enabled or disabled workcells.
PartCountBuffering Duration
10
The frequency with which the Calculator
(Seconds)
thread will buffer part counts before
performing an OEE calculation operation.
MaxMemoryUsage (KB)
MinMemoryProcess Duration
(Minutes)
0 No limit The Metrics Server Manager monitors the
process memory size; if the server exceeds
the limit set in this value, the server halts
the processing of RSL files until enough
items have been released to handle the
number of records in the current RSL file.
Setting the value to zero means no limit.
Any value below 50,000 will be ignored.
5
The Metrics Server Manager tracks the
number of records in each RSL file and the
time during which the RSL file was
processed to determine the amount of
memory needed for the amount of time
specified. The server will keep enough
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Location in pre-RSBizWare 9.0
software
This value was hardcoded in previous
versions of the software.
This value was hardcoded in previous
versions of the software.
This value was hardcoded in previous
versions of the software.
This value did not exist in versions of the
software prior to RSBizWare 9.0.
This value was hardcoded in previous
versions of the software.
This value was hardcoded in previous
versions of the software.
This value did not exist in versions of the
software prior to RSBizWare 9.0. This
variable was created to resolve a problem
with the server crashing when handling
large numbers of RSL files.
This value did not exist in versions of the
software prior to RSBizWare 9.0. This
variable was created to allow the server to
release unused memory back to the
operating system.
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Value name (units)
Default Description
value
Location in pre-RSBizWare 9.0
software
memory to process data for as many
minutes as specified in the value and may
release memory back to the system when
more memory has been allocated to process
a large influx of RSL files.
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Chapter 8
Controlling access to your RSBizWare
system
In this chapter you will learn about the types of activations and
privileges available for the RSBizWare suite.
In order to assign activations, you need first to:
1. Install FactoryTalk Activation.
For details, see:
Step 4: Install FactoryTalk Activation (page 44)
2. Configure FactoryTalk Activation.
For details, see:
Step 5: Configure FactoryTalk Activation (page 45)
3. Register the RSBizWare servers.
For details, see:
Step 14: Register the Security Services Manager (page 68)
Step 15: Register the Information Services Manager (page 69)
Step 16: Associate Metrics Server Manager with Information
Services Manager (page 73)
Activation and security activities are performed in the following
components of the RSBizWare suite:
Activity:
Performed in:
Creating user groups and users
FactoryTalk Administration Console
See "Step 12: Configure FactoryTalk groups
and users (page 60)".
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Activity:
Performed in:
Assigning server activations
Service Console
See "Step 17: Assign activations to
RSBizWare servers (page 79)".
Assigning client activations to users
Service Console
See "Step 18: Assign client activations to
users (page 81)".
Assigning application privileges to users and Service Console
groups
See "Step 19: Assign application privileges
to users (page 82)".
Assigning default object permissions to
Service Console.
users and groups
See "Configuring default object permissions
(page 238)".
Assigning custom object permissions to
Configuration Console.
users and groups
See the Configuration Console online help,
section "Set permissions".
Software activation options
RSBizWare security is managed by a Windows service called the
Security Services Manager. The Security Services Manager makes use
of the Windows security system and is responsible for management
of the activations and user accounts for RSBizWare products across
the enterprise.
The following activation types are available for FactoryTalk Metrics
and FactoryTalk Historian Classic:
• Server activations.
• Client activations:
• Runtime client activations.
• Author client activations.
Server activations for
FactoryTalk Metrics
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Server activations are based on the total number of activity areas that
are monitored by FactoryTalk Metrics. The activity areas may be
workcells, lines, areas, sites, and/or enterprises.
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A workcell is counted against the license when it is enabled in the
Configuration Console. After your server reaches its workcell limit,
you will not be able to enable any more workcells.
The server activations include new activations for the Manual Data
Editing (MDE) workcells. The licenses are required to:
• Create manual workcells without using any data points during
the configuration.
• Create manual events that have no link with data points.
NOTE
If there is no valid MDE activation, or the limit of available MDE
activations is exceeded, a warning message appears.
Server activations are cumulative. For example, you can install a 100
workcell activation as well as a 10 workcell activation and assign
both activations to the same Information Services Manager for a
total of 110 workcells.
NOTE
Any FactoryTalk Metrics server activation will also activate 25
FactoryTalk Historian Classic time-series reporting tags.
Server activations are based on the total number of reporting tags
Server activations for
FactoryTalk Historian Classic that can be configured. These reporting tags can reference data
points from your control system collected natively with FactoryTalk
Historian Classic, as well as those referenced in other report data
sources, such as custom database tables. After your server reaches its
reporting tag limit, you will not be able to configure additional
reporting tags.
Server activations are cumulative up to the 70,000 reporting tag
limit. For example, you can install a 1500 reporting tag activation as
well as a 150 reporting tag activation and assign both activations to
the same Information Services Manager for a total of 1650 reporting
tags. However, you cannot install a 70,000 reporting tag activation
and a 5000 reporting tag activation and assign both activations to
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the same Information Services Manager for a total of 75,000
reporting tags.
NOTE
Any FactoryTalk Historian Classic server activation will also activate a
single FactoryTalk Metrics workcell.
To view the total number of licensed reporting tags:
1. Open the Configuration Console.
2. On the Tools menu, click FactoryTalk Historian > Manager
Time-Series Reporting Tags.
The Time-Series Reporting Tags dialog box appears.
At the bottom of the dialog box, in the Total Tags Licensed
box, the total number of licensed reporting tags is displayed.
Client activations for
FactoryTalk Metrics
Client activations allow users to simply view previously created
FactoryTalk Historian Classic and FactoryTalk Metrics reports
(Runtime activations), or to view previously created FactoryTalk
Historian Classic and FactoryTalk Metrics reports and to author
new FactoryTalk Metrics reports (Author activations). Within a
particular client activation, access is restricted by the privileges and
permissions that have been granted to security groups and individual
users.
• RSBizWare Runtime Client activations
The RSBizWare Runtime client activations allow users to view
FactoryTalk Historian Classic and FactoryTalk Metrics
reports interactively using Microsoft Internet Explorer, the
Configuration Console, or RSBizWare ActiveX controls
embedded in other applications like RSView32.
The activations are assigned to an Information Services
Manager and determine the total number of concurrent
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runtime users who are permitted to login and view reports at
the same time. This allows the System Administrator greater
flexibility managing user activations.
The following types of the RSBizWare Runtime Client
activations are available:
• Single-User Runtime Client activations
Assign these activations to the Information Services
Manager in sufficient quantity to accommodate the total
number of concurrently connected Runtime users.
• Unlimited-User Runtime Client activation
Assign these activations to the Information Services
Manager if you want to allow any number of users (limited
by hardware availability and network performance) to
connect concurrently.
This option is recommended if a large number of
concurrent users is expected.
• FactoryTalk Metrics Author activations
The Author activations are single-user activations that add the
ability to configure the FactoryTalk Metrics application,
configure data collection, develop custom reports, and publish
them for use by runtime users.
One FactoryTalk Metrics Author activation is included with
each Metrics Server Manager activation.
The FactoryTalk Metrics Author activations are assigned to
individual user accounts. However, these activations
determine the total number of concurrent users who are
permitted to log on and perform authoring functions at the
same time. This allows the System Administrator to assign all
potential authoring users a FactoryTalk Metrics Author
activation provided the concurrent number of logged on
authors does not exceed the total number of FactoryTalk
Metrics Author activations installed. Additional authoring
privileges (such as Manage Performance Parameters, Manage
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Time Pattern, and many others) are individually assigned to
users at the system administrator’s discretion.
Client activations allow users to simply view previously created
Client activations for
FactoryTalk Historian Classic FactoryTalk Historian Classic and FactoryTalk Metrics reports
(Runtime activations), or to view previously created FactoryTalk
Historian Classic and FactoryTalk Metrics reports and to author
new FactoryTalk Historian Classic reports (Author activations).
Within a particular client activation, access is restricted by the
privileges and permissions that have been granted to security groups
and individual users.
• RSBizWare Runtime Client activations
The RSBizWare Runtime client activations allow users to view
FactoryTalk Historian Classic and FactoryTalk Metrics
reports interactively using Microsoft Internet Explorer, the
Configuration Console, or RSBizWare ActiveX controls
embedded in other applications like RSView32.
The activations are assigned to an Information Services
Manager and determine the total number of concurrent
runtime users who are permitted to login and view reports at
the same time. This allows the System Administrator greater
flexibility managing user activations.
The following types of the RSBizWare Runtime Client
activations are available:
• Single-User Runtime Client activations
Assign these activations to the Information Services
Manager in sufficient quantity to accommodate the total
number of concurrently connected Runtime users.
• Unlimited-User Runtime Client activation
Assign these activations to the Information Services
Manager if you want to allow any number of users (limited
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by hardware availability and network performance) to
connect concurrently.
This option is recommended if a large number of
concurrent users is expected.
• FactoryTalk Historian Classic Author activation
The Author activations are single-user activations that add the
ability to configure FactoryTalk Historian Classic data
collection, develop custom reports, and publish them for use
by runtime users.
One FactoryTalk Historian Classic Author activation is
included with each FactoryTalk Historian Classic Server
activation.
FactoryTalk Historian Classic Author activations are assigned
to individual user accounts. However, these activations
determine the total number of concurrent users who are
permitted to log on and perform authoring functions at the
same time. This allows the System Administrator to assign all
potential authoring users a FactoryTalk Historian Classic
Author activation provided the concurrent number of logged
on authors does not exceed the total number of FactoryTalk
Historian Classic Author activations installed. Additional
authoring privileges (such as Manage Reporting Tags, Add
Time-Series Comment, and many others) are individually
assigned to users at the system administrator’s discretion.
Example: FactoryTalk Metrics Let’s say our factory has 100 employees running three shifts per day.
Each shift has 10 individuals who need to view RSBizWare reports,
activation
and 2 individuals who configure FactoryTalk Metrics data collection
and/or author reports. FactoryTalk Metrics collects, logs, and
reports on 35 workcells.
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We have:
• 30 runtime users across all shifts, 10 of which could be
concurrently logged on (based on shift).
• 6 authoring users across all shifts, 2 of which could be
concurrently logged on (based on shift).
In this scenario, a total of 36 user accounts would be configured or
imported from the Windows domain, and 6 of those users would be
given authoring privileges.
Our factory would need to purchase the following activations:
• (1) 9358-PLTM2300ENE FactoryTalk Metrics Server
Manager with 25 Workcell Limit
• (1) 9358-PLTM2200ENE FactoryTalk Metrics Server
Manager with 10 Workcell Limit
• (10) 9358-BIZ1C0PENE RSBizWare Single-User Runtime
Client
Our factory is activated for a total of 12 concurrent users—10 of
which are runtime-only users, and an additional 2 users are
authoring/configuring. Remember that each FactoryTalk Metrics
Server Manager activation includes an Author activation so this
would give us a total of 2 Single-User Author Client activations.
After the activations are loaded onto the computer that is running
the Security Services Manager, the activations are assigned as
follows:
• The FactoryTalk Metrics Server Manager activations and the
10 RSBizWare Runtime Client activations are assigned to the
appropriate Information Services Manager.
• A FactoryTalk Metrics Author activation is assigned to each of
the 6 authoring users (2 per shift).
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Example: FactoryTalk
Historian Classic activation
Let’s say our factory has 100 employees running three shifts per day.
Each shift has 10 individuals who need to view RSBizWare reports,
and 2 individuals who configure FactoryTalk Historian Classic data
collection and/or author reports. FactoryTalk Historian Classic
collects, logs, and reports on 1625 tags.
We have:
• 30 runtime users across all shifts, 10 of which could be
concurrently logged on (based on shift).
• 6 authoring users across all shifts, 2 of which could be
concurrently logged on (based on shift).
In this scenario, a total of 36 user accounts would be configured or
imported from the Windows domain, and 6 of those users would be
given authoring privileges.
Our factory would need to purchase the following activations:
• (1) 9358-HSTS2300 FactoryTalk Historian Classic Server
with 1,500 Reporting Tag Limit
• (1) 9358-HSTS2100 FactoryTalk Historian Classic Server
with 150 Reporting Tag Limit
• (10) 9358-BIZ1C0PENE RSBizWare Single-User Runtime
Client activations
Our factory is activated for a total of 12 concurrent users—10 of
which are runtime-only users, and an additional 2 users are
authoring/configuring. Remember that each FactoryTalk Historian
Classic Server activation includes an Author activation so this would
give us a total of 2 Single-User Author Client activations.
After the activations are loaded onto the computer that is running
the Security Services Manager, the activations are assigned as
follows:
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• The FactoryTalk Historian Classic Server activations and the
10 RSBizWare Runtime Client activations are assigned to the
appropriate Information Services Manager.
• A FactoryTalk Historian Classic Author activation is assigned
to each of the 6 authoring users (2 per shift).
FactoryTalk Historian for
Batch activation options
FactoryTalk Historian for Batch activation is based on the total
number of Batch Units or Batch Servers in your system and the
activations are cumulative. For example, you can install two 3-unit
activations for a total of 6 units.
NOTE
It is not necessary to assign FactoryTalk Historian for Batch activations to
specific servers. However, you will need to assign your FactoryTalk
Historian Classic server activation to a server and your RSBizWare client
activation to users.
There are the following types of activation options:
• FactoryTalk Historian for Batch module for 3 units
Use this activation for systems with up to three S88 defined
units.
The activation includes a FactoryTalk Historian Classic Server
with 150 Reporting Tag Limit activation and an RSBizWare
Single-User Author Client activation.
• FactoryTalk Historian for Batch module connection to 1
Batch Server
Use this activation for systems with a single Batch Server.
The activation includes a FactoryTalk Historian Classic Server
with 300 Reporting Tag Limit activation and an RSBizWare
Single-User Author Client activation.
• FactoryTalk Historian for Batch module connection to 1-3
Batch Servers
Use this activation for systems with up to three Batch Servers.
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The activation includes a FactoryTalk Historian Classic Server
with 1500 Reporting Tag Limit activation and an RSBizWare
Single-User Author Client activation.
Managing FactoryTalk user
groups and users
User accounts are used to authenticate, and authorize or deny access
to individual users in your FactoryTalk automation system. User
accounts are also used to audit user activity.
A user group account is a collection of user accounts that you can
use to simplify the administration of security permissions. Users
belonging to a particular group receive all of the permissions and
rights that you assign to the group. By changing a user's group
memberships, you can quickly change the resources to which the
user has access.
The process of creating FactoryTalk users was already discussed in
the following sections:
• "Step 12: Configure FactoryTalk groups and users (page 60)"
• "Configure Windows-linked FactoryTalk users (page 60)"
• "Configure FactoryTalk users (page 64)"
In this chapter you will learn about:
• "Configuring FactoryTalk user groups (page 231)"
• "Configuring Windows-linked user groups (page 233)"
• "Updating the Service Console with users and groups changes
(page 235)"
Configuring FactoryTalk user To create a FactoryTalk user group:
groups
1. Open the FactoryTalk Administration Console.
2. Expand System > Users and Groups.
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3. Right-click the User Groups folder, and then click New >
User Group.
The New User Group dialog box appears.
4. In the Name box, type a name for the group.
5. In the Description box, type a description of the group.
6. Click Add.
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The Select User or Group dialog box appears.
7. Select the user accounts which you want to assign as members
of the group, and then click OK.
8. In the New User Group dialog box, click OK.
The new user group appears under User Groups.
9. Refresh the list of users and groups in the Service Console
(page 235) to propagate the changes.
NOTE
Configuring Windows-linked
user groups
NOTE
If you decide to add users to the Administrators group in the
FactoryTalk Administration Console, bear in mind that all the
FactoryTalk Security user accounts that belong to this group will
automatically gain full permissions on all RSBizWare objects
(reports, report data sources, report objects, and filters).
To access Quick Web as a Windows-linked user, a user must have
Windows login access rights to the computer running the Information
Services Manager.
To add a Windows-linked user group:
1. Open the FactoryTalk Administration Console.
2. Expand System > Users and Groups.
3. Right-click the User Groups folder, and then click New >
Windows-Linked User Group.
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The New Windows-Linked User Group dialog box appears.
4. Click Add.
The Select Groups dialog box appears.
5. Do either of the following:
• Under Enter the object names to select, type one or more
names of groups, separated by semicolons, and then click
Check Names to validate the names.
• Click Advanced, and then search and select the groups in
the Select Groups dialog box.
6. Click OK.
7. In the New Windows-Linked User Group dialog box, click
OK.
The new linked user group appears under User Groups.
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8. Refresh the list of users and groups in the Service Console
(page 235) to propagate the changes.
Updating the Service Console If you want group level permissions to take effect on individual users
that are added to or removed from the group, refresh the Users and
with users and groups
Groups pane in the Service Console.
changes
To refresh the Users and Groups pane in the Service Console:
1. Open the Service Console.
2. Expand Security Services Manager > Administration.
3. Click Users and Groups.
4. In the right pane of the window, under Users, click Refresh.
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Managing user access
Client activations control the functions that an individual user is
permitted to perform on a specific RSBizWare server. Access to the
content on that server is further restricted by assignment of
application privileges and object permissions.
The process of managing user access was already discussed in the
following sections:
• "Step 18: Assign client activations to users (page 81)"
• "Step 19: Assign application privileges to users (page 82)"
For information on privileges available with individual client
activations, see "FactoryTalk Historian and FactoryTalk Metrics
privileges (page 84)".
In this chapter you will learn about:
• "Assigning application privileges to groups (page 237)"
• "Assigning object permissions to users and groups (page 238)"
Assigning application
privileges to groups
To assign application privileges to groups:
1. Open the Service Console.
2. Expand Security Services Manager > Administration.
3. Click Users and Groups.
4. In the right pane of the window, under Groups, click the
group name for which you want to assign application
privileges.
5. Click Edit Group Properties.
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The Security Control dialog box appears.
6. In the Privileges tab, in the Server Type list, select the type of
the server for which you want to assign privileges.
7. In the Server list, select a server of the specified server type.
8. Under Place a check..., select the check box to the left of the
privilege that you want to assign to the group.
9. Click OK.
See also
• Step 19: Assign application privileges to users (page 82)
Assigning object permissions
to users and groups
NOTE
Before you can assign default permissions to a type of object that is used
in the Configuration Console, you must create security groups and users.
For details, see "Step 12: Configure FactoryTalk groups and users (page
60)".
Object permission is a privilege that is granted to security groups or
individual users that allows access to a specific object within the
client application. An example of an object permission for which
users and groups can be given privileges is the ability to edit a
particular report object.
There are the following types of object permissions:
• Default object permissions (page 238).
• Custom object permissions (page 242).
Configuring default object
permissions
You may set the baseline permissions that will be given to a certain
group or user for every instance of an object type that is created.
For example, if you want the user "JLSmith" to have permission to
edit every report object that is ever created, you need to set the "Edit
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Report Object" default security for JLSmith for the "Report Object"
object.
There are the following types of permissions available:
• Filter permissions
• Report permissions
• Report data source permissions
• Report object permissions (page 240)
Filter permissions
There are the following filter permissions:
Item
Description
Delete Filter
Allows the selected users or groups to delete the filter.
Author Licenses only.
Allows the selected users or groups to make changes to the filter.
Author Licenses only.
Allows the selected users or groups to grant security permissions for
the filter to other users or groups.
Author Licenses only.
Allows the selected users or groups to view the filter.
Edit Filter
Edit Filter Security
View Filter
Report permissions
There are the following report permissions:
Permissions
Description
Delete Report
Allows the selected users or groups to delete the report.
Author Licenses only.
Allows the selected users or groups to make changes to the report.
Author Licenses only.
Allows the selected users or groups to grant security permissions for
the report to other users or groups.
Author Licenses only.
Edit Report
Edit Report Security
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Report data source
permissions
Permissions
Description
View Report
Allows the selected users or groups to view the report.
For the user or group to be able to view the report, you must make
sure that the permissions for the report data sources, report objects,
and filters (optional) used on this report are also set for the selected
user or group.
There are the following report data source permissions:
Item
Description
Allow <All> Filter Selection Allows the selected users or groups to select the (all) filter
from any column filter list associated with a report data
source.
Delete Report Data Source Allows the selected users or groups to delete the report data
source.
Author Licenses only.
Edit Report Data Source
Allows the selected users or groups to make changes to the
report data source.
Author Licenses only.
Edit Report Data Source
Allows the selected users or groups to grant security
Security
permissions for the report data source to other users or
groups.
Author Licenses only.
View Report Data Source
Allows the selected users or groups to view the report data
source.
Report object permissions
There are the following report object permissions:
Permission
Description
Delete Report Object
Allows the selected users or groups to delete the
report object.
Author licenses only.
Allows the selected users or groups to make
changes to the report object.
Author licenses only.
Edit Report Object
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Permission
Description
Edit Report Object Security
Allows the selected users or groups to grant security
permissions for the report object to other users or
groups.
Author licenses only.
Allows the selected users or groups to view the
report object. The report object will be available for
use by the selected users or groups.
View Report Object
Granting default object
permissions
Chapter 9
To grant permissions:
1. In the Service Console, expand the Information Services
Manager tree item, and then click Default Permission
Settings.
In the right pane of the window, a list of default permission
settings appears.
2. Select the object type for which you want to set the default
permissions, and then click Permissions.
The Default Object Security dialog box appears.
3. Click the Users tab.
4. Expand the tree item for the user for whom you want to assign
default permissions.
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5. Select the check boxes to the left of the default permissions
that you want to grant to the user.
6. Repeat the steps for other users (the Users tab), users groups
(the Groups tab), and the general access (the Everyone tab).
7. Click Save.
Configuring custom object
permissions
After you have assigned default permissions for a type of object, the
creator of a new object of that type may choose to customize the
permissions for his object by revoking a user’s permissions for his
new object or granting permissions for his new object to a user who
does not have the default permission.
For example, if JLSmith was given the default "Edit Report Object"
permission, we can create a new report object and revoke JLSmith’s
custom "Edit Report Object" permission for this report object so
Smith cannot edit our new report object. Or we can grant the
custom "Edit Report Object" permission to another user, LMJones,
allowing Jones to edit our report object regardless of whether he has
the default "Edit Report Object" permission.
Custom object permissions are assigned to users and groups in the
Configuration Console. For details, see the Configuration Console
online help, section "Configure permissions for an object".
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Configuring data collection
The basic configuration of the data collection was already discussed
in the following sections:
• "Step 20: Register FactoryTalk Transaction Manager (page
85)"
• "Step 21: Define FactoryTalk Transaction Manager
configurations (page 87)"
• "Step 22: Register FactoryTalk Transaction Manager
configurations (page 91)"
In this chapter you will learn about:
• "Types of control connectors for the data collection (page
243)"
• "Types of enterprise connectors for the data collection (page
244)"
• "Unregistering FactoryTalk Transaction Manager
configurations (page 245)"
• "Starting and stopping FactoryTalk Transaction Manager
configurations (page 248)"
• "Troubleshooting (page 249)"
Types of control connectors
for the data collection
The FactoryTalk Transaction Manager interfaces with the industrial
control system device via a control connector. A control connector is
a Windows service that collects data from a data server, such as a
PLC and sends it to the FactoryTalk Transaction Manager.
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You can use the following types of control connectors:
Item
Description
Dynamic Data
Exchange (DDE)
The DDE control connector service is provided for legacy
connections to DDE servers or to provide functionality that is not
supported by the OPC specification.
RSLinx Classic OPC
The RSLinx Classic control connector service is the preferred method
to use when browsing for data tags that reside in Allen-Bradley
Programmable Logic Controllers, except for ControlLogix 555x
processor items. You should use Generic OPC control connectors
with ControlLogix 555x processors.
Generic OPC
The Generic OPC control connector service is used to interface with
items provided by any OPC server that conforms to OPC interface
specifications.
FactoryTalk LiveData FactoryTalk Transaction Manager uses FactoryTalk Live Data to
Connector
communicate with FactoryTalk Live Data servers, such as RSLinx
Classic and RSView Supervisory Edition. FactoryTalk Transaction
Manager connects to the FactoryTalk Directory, which allows
FactoryTalk Transaction Manager to browse the available data
items. This control connector is required if you plan to perform
online edits with your configuration.
Types of enterprise
connectors for the data
collection
The FactoryTalk Transaction Manager interfaces with the database
via an enterprise connector. An enterprise connector is a Windows
service that receives data from the FactoryTalk Transaction
Manager and logs it to a database.
You can use the following types of enterprise connectors:
Item
Description
ODBC
The ODBC enterprise database connector allows you to interface
with virtually any ODBC-compliant database including Microsoft
Access, Microsoft SQL Server 6.5 or later, IBM DB2 or Sybase.
The Oracle Call Interface (OCI) enterprise database connector allows
you to connect to database objects from an Oracle server. If you are
using Oracle OCI, you need to locally install SQL*NET 2.3x or later,
Net8, or Oracle Net services (all from Oracle). You can then connect
to an Oracle database versions 9i through 11g.
Oracle OCI
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Item
Description
Microsoft OLE DB
The Microsoft OLE DB enterprise database connector should only be
used for interfacing with Microsoft SQL Server. Microsoft OLE DB
allows you to browse an SQL Server database without a data source
name (DSN) and is the preferred method of connection.
The Microsoft COM+ enterprise application connector allows you to
interface with Microsoft COM+ application components. These
components must be integrated into a Windows 2000 COM+
environment. RSBizWare-only applications do not support this
connector. It is for use only with FactoryTalk Transaction Manager
Professional installations.
The FactoryTalk Metrics enterprise application connector is used
only with FactoryTalk Metrics. The connector stores data in the
RSBizWare database.
The SAP enterprise application connector allows you to interface
with SAP R/3 system modules. RSBizWare-only applications do not
support this connector. It is for use only with FactoryTalk
Transaction Manager Professional installations.
This connector stores time-series data in a pre-defined compressed
format in either an Oracle database or a Microsoft SQL Server
database. The compressed data point records contain binary data
that can only be viewed through FactoryTalk Historian Classic. For a
detailed description of data compression and the Compression
connector, see "Data Compression (page 269)".
Microsoft COM+
FactoryTalk
Metrics
SAP
Time-series Data
Compression
Unregistering FactoryTalk
Transaction Manager
configurations
If you no longer want users to be able to use a FactoryTalk
Transaction Manager configuration for future data collection within
the RSBizWare software, you will need to unregister the
configuration. Unregistering a configuration will disassociate the
configuration from FactoryTalk Metrics and/or FactoryTalk
Historian Classic. Unregistering the configuration will not delete
the configuration. The configuration will remain a valid
FactoryTalk Transaction Manager configuration and can still be
used within the FactoryTalk Transaction Manager software.
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for an enabled activity area.
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To unregister a FactoryTalk Transaction Manager
configuration:
1. Open the Service Console.
2. Expand Security Services Manager > Servers > Information
Services Manager > Data Collection.
3. Right-click the FactoryTalk Transaction Manager
configuration, and then click Stop Configuration.
4. Wait until the configuration is stopped.
The traffic light icon next to the configuration changes to
.
5. Right-click the FactoryTalk Transaction Manager
configuration, and then click Unregister Configuration.
The following message appears:
6. Click Yes.
The FactoryTalk Transaction Manager Registration
Removal Wizard appears.
7. Click Next.
8. On the Which RSBizWare Application page, select the
applications from which you want to unregister the
configuration.
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9. Click Next.
If you are unregistering a configuration from FactoryTalk
Historian Classic, the Historical Data dialog box appears.
10. Do either of the following:
• Leave the Delete all historical data... check box cleared, if
you do not want to delete the data. Your users will still be
able to report on the data.
This is the default setting.
• Select the Delete all historical data... check box, if you
want to delete the data that has been collected using this
configuration. Your users will not be able to report on the
data.
11. Click Next.
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12. Click Finish.
Starting and stopping
FactoryTalk Transaction
Manager configurations
At this point, there are no FactoryTalk Transaction Manager
transactions in the configuration. FactoryTalk Transaction Manager
transactions are created when users define time-series data collection
(FactoryTalk Historian Classic) or performance parameters
(FactoryTalk Metrics).
For information on defining time-series data collection, refer to the
FactoryTalk Historian Classic User Guide.
For information on defining performance parameters, refer to the
FactoryTalk Metrics User Guide.
After transactions have been created in the FactoryTalk Transaction
Manager configuration, the configuration must be started for data
collection to occur.
To start a configuration:
1. Open the Service Console.
2. Expand Security Services Manager > FactoryTalk
Transaction Manager Configurations > FactoryTalk
Transaction Manager.
3. Right-click your configuration, and then click Start
Configuration.
The traffic light icon next to the configuration changes to
.
To stop a configuration:
1. Open the Service Console.
2. Expand Security Services Manager > FactoryTalk
Transaction Manager Configurations > FactoryTalk
Transaction Manager.
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3. Right-click your configuration, and then click Stop
Configuration.
The traffic light icon next to the configuration changes to
TIP
Troubleshooting
.
For more information on traffic light icons, see "Starting and
stopping RSBizWare servers (page 211)"
You can view the transaction statistics of a running configuration,
which are useful for determining the source of problems when they
occur.
To view the transaction statistics:
1. Open the Service Console.
2. Expand Security Services Manager > FactoryTalk
Transaction Manager Configurations > FactoryTalk
Transaction Manager.
3. Click the configuration for which you want to view
transaction statistics.
The configuration data and statistics appear in the right pane
of the window.
Transaction statistics include the following:
This item: Displays:
Total
Passed
Failed
% Passed
Cached
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The total number of transactions that have been triggered.
The number of transactions that have completed successfully.
The number of transactions that have failed.
The number of successful transactions divided by the total number
of transactions.
The number of transactions that are currently in the Transaction
Cache files.
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This item: Displays:
DB Passed
DB Failed
DB Pending
250
The number of transactions that have been successfully inserted
into the database or handed to the Metrics Server Manager.
The number of transactions that have not been inserted into the
database or handed to the Metrics Server Manager as a result of a
database error.
The number of transactions that are waiting to be inserted into the
database or handed to the Metrics Server Manager.
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Chapter 11
Reporting diagnostic messages
When an RSBizWare service is running, it generates diagnostic
reporting messages that are useful for determining the source of
problems when they arise.
In this chapter you will learn about the following:
• Types of diagnostic messages (page 251)
• Ways of logging diagnostic messages (page 252)
• Configuring server log files (page 252)
• Viewing diagnostic logs (page 255)
Types of diagnostic messages An RSBizWare service may produce the following types of
diagnostic reporting messages:
Message type
Description
Debug
Info
Warn
Low-level debugging messages primarily for technical support.
Informational messages for reporting status.
An exception condition that may have prevented the server from
performing a non-essential action.
An exception condition that prevented the server from performing
an essential action.
An exception condition that caused the server to stop running.
Error
Fatal
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Ways of logging diagnostic
messages
You can log diagnostic messages using:
• Log files
Choose this method, if you want the diagnostic messages to be
written directly to a text file.
• Microsoft Event Viewer
Choose this method, if you want the diagnostic messages to be
sent to the Windows Log, and viewed in the Event Viewer on
the server computer.
• E-mail
Choose this method, if you want the diagnostic messages to be
sent via e-mail. Your system administrator will be
automatically notified when the server produces diagnostic
messages of a certain type.
For details, see "Configuring server log files (page 252)" and
"Viewing diagnostic logs (page 255)".
Configuring server log files
To configure the log file:
1. Open the Service Console.
2. Expand Security Services Manager > Administration.
3. Click Configure Diagnostic Logs.
The diagnostic log configuration appears in the right pane of
the window.
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4. In the Log File Source list, select the name of the server or
configuration for which you want to configure the log file.
5. In the Location box, either leave the default location of the
file or choose another location.
6. In the Number of Messages, Max File Size, and Buffer Size
boxes, either leave the default values, or change them.
When choosing other values, keep the following in mind:
• Depending on the type of logging options that you choose
and the activity level of the server, the log files can become
very large. The Number of Messages and Max File Size
values will limit the size of the log file. After the maximum
number of messages or the maximum file size is reached,
diagnostic logging will "wrap" to the top of the file. While
this limits the size of the log file, it does present a risk of
losing earlier log messages as the file wraps.
• The Buffer Size value restricts how often the server writes
to the log file. The value represents the number of bytes of
diagnostic messages that are buffered before they are
written. Using a higher value for the Buffer Size can
improve server performance, but it may prevent you from
seeing diagnostics messages in near-real time. Using the
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Buffer Size of zero will turn off all buffering so that
diagnostic messages are written as events occur.
7. In the Number of log file revisions to keep box, type the
number of revisions of the log file that you want to store for
diagnostic purposes. Keep the following in mind:
• If you specify a number greater than zero, the server will
create a new log file each time it is started, up to the number
of revisions specified.
• After the number of revisions is reached, the server will
begin to overwrite the existing log files.
8. Under Logging Options, select the check boxes under each
type of the diagnostic messages to associate them with the
available ways of logging the messages.
NOTE:
Since the servers and FactoryTalk Transaction Manager
configurations produce a large quantity of debug messages,
selecting the Debug option can significantly increase the size of
the log file, and significantly affect performance. This option is
not recommended unless you are trying to troubleshoot a
problem.
9. In the From Address box, type the e-mail address from which
you want the log report e-mails to be sent.
10. In the To Address box, type the e-mail address to which you
want to the log report e-mails to be sent.
11. In the Password box, type the password for the e-mail address
that you provided in the From Address box.
12. In the SMTP Server box, type the name of the outgoing
e-mail server to be used for sending the log report e-mails.
13. Click Apply.
14. Restart the server or the configuration for which you have set
the log file configuration.
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Viewing diagnostic logs
To view diagnostic logs of a server:
1. Open the Service Console.
2. Expand Security Services Manager > Servers.
3. Click the server for which you want to view the log file.
4. In the right pane of the window, click View Log.
To view diagnostic logs of a configuration:
1. Open the Service Console.
2. Expand Security Services Manager > FactoryTalk
Transaction Manager Configurations > FactoryTalk
Transaction Manager.
3. Click the configuration for which you want to view the log
files.
4. In the right pane of the window, click View Configuration
Log File or View Merged Log File.
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Appendix A
Advanced topics
In this chapter you will learn about the following:
• Remote connection to an RSBizWare server (page 257)
• Registering the Excel Add-in (page 258)
Remote connection to an
RSBizWare server
RSBizWare clients connect to RSBizWare servers over a TCP/IP
socket connection, using the IP address and the port number of the
RSBizWare server machine. To allow successful connections
between remote RSBizWare clients and RSBizWare servers,
network security must be configured to permit access to the server
ports.
If the Windows Firewall is enabled, network security configuration
will be performed for you. If you are running another firewall
system, you will need to manually open the following ports to allow
inbound and outbound traffic:
Open this port:
To communicate with:
4120
4121
4122
4123
402
Information Services Manager
Security Services Manager
Metrics Server Manager
Report Schedule Manager
FactoryTalk Transaction Manager Configuration Server
The Configuration Console also uses HTTP in addition to raw
TCP/IP to communicate to the Information Services Manager. The
default HTTP port is 8080. However, the HTTP port can be
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Advanced topics
changed through the Server Settings for the Information Services
Manager in the Service Console.
Registering the Excel Add-in
NOTE
Oracle 9.2.0.1.0 uses port 8080. If you are using this version of Oracle,
you must set the HTTP port to something other than 8080.
TIP
For information on using the Excel Add-in, see the FactoryTalk Metrics
User Guide and the FactoryTalk Historian Classic User Guide.
The Excel Add-in, which enables you to retrieve RSBizWare data
directly into Microsoft Excel, is installed during the installation of
the RSBizWare suite.
However, the installation of the Excel Add-in only registers the
component for the user that is performing the installation. Other
users that intend to use the add-in should manually register it for
themselves.
To register the Excel Add-in:
1. Open the RSBizWare installation DVD.
2. Go to the Support folder.
3. Copy the ExcelAddIn.reg file to the computer.
4. Double-click the file.
The following message appears:
5. Click Yes.
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The following message appears:
6. Click OK.
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Appendix B
Database tips
In this chapter you will learn about the following:
• Maintaining frequently used RSBizWare tables and indexes
(page 261)
• Using Oracle with RSBizWare (page 262)
Maintaining frequently used There are certain RSBizWare database objects - tables and indexes that are frequently used by RSBizWare database views. The database
RSBizWare tables and
views are, in turn, used by most RSBizWare reports.
indexes
The frequent use of these database objects may result in the
following:
• Indexes can become fragmented.
• Log files can become very large.
• Tablespaces can fill up.
In order to prevent the report performance from degrading, the
following database maintenance should be performed on a regular
basis:
• Adding separate tablespaces.
• Partitioning.
• Adding additional data files.
• Purging older data.
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Database tips
The following table lists the frequently used RSBizWare tables and
indexes, as well as the RSBizWare components that use them.
Frequently used RSBizWare tables and indexes
Table
Index
RSDataPointSample
RSSQL_CMPCOMPRESS
OEEEvent
RSDataPointSample_IDX1
FactoryTalk Historian Classic
RSSQL_CMPCompress_IDX1
OEEEvent_IDX1
OEEEvent_IDX2
OEEEvent_IDX3
OEEEvent_IDX4
OEEEvent_IDX5
OEEEvent_IDX6
OEEEvent_IDX7
FactoryTalk Metrics
OEEEvent_IDX8
OEEState_Data_IDX1
OEEWorkcell_IDX1
OEEWorkcell_IDX2
OEEWorkcell_IDX3
OEEWorkcell_IDX4
OEEWorkcell_IDX5
OEEStateData
OEEWorkcell
Component
Using Oracle with RSBizWare The FactoryTalk Historian Classic and FactoryTalk Metrics
applications require a single database for permanent storage.
Although they share the same database, each application uses unique
tables to support its core functions. The RSBizWare database can be
either a Microsoft SQL Server database or an Oracle database. If you
plan to use Oracle, read this chapter to learn about recommended
Oracle database settings and to learn how to tune your Oracle
database for use with the time-series analysis capabilities of the
FactoryTalk Historian Classic application.
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Recommended database
settings
Appendix B
In this section you will learn about the following:
• Creating tablespaces (page 263)
• Configuring the database user (page 263)
• Creating a Net Configuration connection (page 264)
• Configuring the Oracle ODBC data source (page 265)
Creating tablespaces
The tablespaces for the RSBizWare installation should contain:
• Data
• Index
• Temp
• Rollback segments
The RSBizWare data model will be loaded into the default
tablespace of the user initializing the database. It is recommended
that you use Oracle Change Management utilities to move indexes
and keys to the index tablespace that you create.
For details, refer to the Oracle documentation.
Configuring the database
user
The database user, who will be the owner of the RSBizWare schema,
should have the privileges for creating:
• Procedures
• Public synonyms
• Sessions
• Sequences
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• Synonyms
• Tables
• Triggers
• Views
The user should also be configured to use the following tablespaces:
• Data. Default tablespace, quota unlimited.
• Index. Quota unlimited.
• Temp. Temporary tablespace.
Creating a Net Configuration A Net Configuration connection is needed in order for processes,
such as the Information Services Manager, to connect to the
connection
database. Run the Net Configuration Assistant on the computers
that will be hosting RSBizWare services such as the FactoryTalk
Transaction Manager Enterprise Connector service and the
Information Services Manager to create Net Configuration
connections to the database. The Oracle database does not need to
be running on the same computers as these services.
To create a new Net Configuration connection:
1. Name your Net Configuration connection. For example, BW.
2. Select the TCP/IP (Internet Protocol) connection.
3. Type the host name of the computer on which your Oracle
database is running.
4. Accept the default port 1521.
5. Name the service. For example, BW.
6. Test your connection.
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Appendix B
Configuring the Oracle ODBC RSBizWare services connect to Oracle using ODBC. Use the
ODBC Data Source Administrator to create a new ODBC
data source
connection.
To create a new ODBC connection to Oracle:
1. Open Data Sources (ODBC) from the Administrative Tools.
The ODBC Data Source Administrator dialog box appears.
2. Click the System DSN tab.
3. Click Add.
The Create New Database Source dialog box appears.
4. Select the Oracle ODBC Driver.
5. Give the data source a name and description. For example,
RSBizWare, and RSBizWare database.
6. Type the service name and the Oracle user name that you
defined in the Net Configuration connection.
Tuning the Oracle database
for FactoryTalk Historian
Classic
This section is intended for organizations that want to use Oracle as
a database solution for the FactoryTalk Historian Classic
application. These are suggested database settings that should help
you improve performance using FactoryTalk Historian Classic
time-series analysis capabilities. It is assumed that you have already
installed the RSBizWare software and that you have accepted a
typical installation. After you have created your Oracle RSBizWare
database, you will need to configure the following settings before you
attempt to start the Information Services Manager.
Improving the performance
of your RSBizWare Oracle
database
Change the tablespace configuration settings as follows:
• DATA Tablespace:
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• Change the Size to 500 MB.
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• Change the % Increase to 10.
• Turn the Auto Extend ON.
• Change Initial to 1024 (KB).
• Check the Unlimited box.
• ROLLBACK Tablespace:
• Change the Size to 100 MB.
• Turn Auto Extend ON.
• Check the Unlimited box.
• INDEX Tablespace:
• Change the Size to 200 MB.
• Change the % Increase to 10.
• Turn the Auto Extend ON.
• Check the Unlimited box.
• TEMPORARY Tablespace:
• Change the Size to 250 MB.
• Change the % Increase to 10.
• Turn Auto Extend ON.
The following are recommended settings for the init.ora file:
• Add the following line after the control_files line.
rollback_segments = (SYSTEM, RB0, RB1, RB2, RB3, RB4,
RB5, RB6)
• Set db_block_buffers to 20000.
• Set sort_area_size to 2000000.
• Set sort_area_retained_size to 1000000.
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Preparing to run the Oracle
database
Appendix B
After you configured the tablespaces and the init.ora file, you can
complete the configuration of your Oracle database.
Do the following:
1. Restart the Oracle service for your database.
For details, refer to your Oracle documentation.
2. Create a Net Configuration connection.
For details, see "Creating a Net Configuration connection
(page 264)".
3. Create the Oracle ODBC data source.
For details, see "Configuring the Oracle ODBC data source
(page 265)".
4. Start the Information Services Manager in the Service
Console.
For details, see "Starting and stopping RSBizWare servers
(page 211)".
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Appendix C
Data compression
The Time-series Data Compression Enterprise Connector stores
time-series data in a predefined compressed format in either an
Oracle or a Microsoft SQL Server database. The compressed data
point records contain binary data that can only be viewed through
the FactoryTalk Historian Classic application.
Benefits of using the data
compression
When an application such as FactoryTalk Historian Classic or
RSView32 collects and stores data in a database, it consumes
incremental storage space with each data record that is stored. For a
given storage medium (usually the database server’s hard disk), there
is a finite amount of data that can be stored. As a result, the user
must be mindful of the amount of stored data, the frequency of data
storage, and the size of the storage medium.
For example, assume that you have configured your FactoryTalk
Historian Classic application to collect and log data for 100 data
points from your control system every 10 seconds. The disk space
used after a year can be estimated as follows:
Without compression, after the amount of logged data approached
the disk capacity, the user would typically have to:
• Increase the total disk size by adding additional disk drives or
replace the existing disk with a larger disk.
• "Archive" the stored data to a backup medium (i.e., a tape
drive), freeing disk space for future logging.
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Aside from the maintenance considerations involved in these two
options, the ultimate result is that the logged data may have to be
taken "offline", and may no longer be readily available to users who
wish to view and/or report on it. This tends to make the archiving
option undesirable.
The Time-series Data Compression Enterprise Connector conserves
disk space by storing the data in a compressed format. Since the
available disk space is used more efficiently, data can be maintained
online for longer periods of time. This reduces maintenance costs
associated with disk replacement or archiving, and maximizes your
investment in your current hardware.
How the data compression
works
The following diagram explains the way the data compression
works:
The Time-series Data Compression Enterprise Connector is
designed to capture time-series data and store it in the database in a
compressed format, reducing the size of your data files.
Typically, FactoryTalk Historian Classic inserts a new record in the
database each time a data point sample is collected. However, with
the use of the Time-series Data Compression Enterprise Connector,
a user-configured number of data point samples will be collected,
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and compressed into a block of data that is then inserted into the
database as a single record.
The following user-readable summary information is included with
the block of data:
• An internal data point identifier.
• The time range covered by the compressed data.
• The maximum and minimum data point samples that were
collected.
• The number of data point samples that make up the
compressed record.
• The number of samples (if any) collected with bad OPC
quality.
Compression ratio
Your individual compression ratio will vary based on several factors,
including the nature of the data being collected and transaction
parameters such as block size, sample rate, and signal type. For
example, steady state data will yield a higher compression factor than
random data. For this reason, it can be difficult to exactly predict the
compression ratio that you will realize.
The following compression ratios were observed based on system
testing with data point samples collected once a second, and with a
block size of 256:
Viewing compressed data
Signal type
Compression ratio
Steady State
15:1
Saw Tooth
Random
7:1
3:1
Compressed data can be graphed and viewed easily using time-series
report objects in an RSBizWare report. Depending on the time
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range and options selected, the chart will display either individual
values for the collected data point obtained by uncompressing the
block, or the summary information from the compressed block.
Additionally, the Information Services Manager utilizes a powerful
sampling algorithm, which may be invoked if a large time span is
selected for the chart.
Compressed data can also be viewed through the Uncompress view,
available only in the SQL Server RSBizWare database.
Preparing the SQL Server
uncompress view
Before using the SQL Server Uncompress view, you need to grant
the EXECUTE permissions to the public user for the following
stored procedures:
• sp_OACreate
• sp_OADestroy
• sp_OAGetErrorInfo
• sp_OAMethod
• sp_OAStop
To grant the EXECUTE permission for a stored procedure:
1. Open the SQL Server Management Studio.
2. In the Object Explorer, expand Databases > System
Databases > master > Programmability > Extended Stored
Procedures > System Extended Stored Procedures.
3. Under System Extended Stored Procedures, locate the
stored procedure, for example sp_OACreate.
4. Right-click the procedure, and then click Properties.
The Extended Stored Procedure dialog box appears.
5. Under Select a page, click Permissions.
6. In the right pane of the window, click Search.
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The Select Users or Roles dialog box appears.
7. Under Enter the object names to select, type public, and
then click Check Names.
8. Click OK.
The name appears under Users or roles.
9. Under Permissions for public, select the Grant check box for
the Execute permission.
10. Click OK.
11. Repeat the steps for the other stored procedures.
Querying the SQL Server
uncompress view
To query the data from the Uncompress view, use the following
stored procedures in the SQL Server Query Analyzer:
Use this stored procedure:
To specify:
spSetUncompressTimeRange <start
The time range for which data will be
date/time, end date/time>
returned.
spSetUncompressReportingTag <reporting A single reporting tag for which data will be
tag name>
returned.
You may further refine your query of the data from the Uncompress view
NOTE
by following the SetUncompress statements with a SELECT statement
containing a WHERE clause.
The time range and/or reporting tag name that you specify in these
stored procedures are kept in the UncompressReportingTags and
UncompressTimeRange worktables. To clear the values from the
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worktables for the current Query Analyzer session, use the following
stored procedures:
Use this stored procedure:
To clear:
spClearUncompressTimeRange
The time range from the worktable that is
created by the spSetUncompressTimeRange
stored procedure.
The reporting tag name from the worktable
that is created by the
spSetUncompressReportingTag stored
procedure.
spClearUncompressReportingTag
For example:
spSetUncompressTimeRange '01-28-2013 18:00:00', '01-28-2013
18:07:00'
go
spSetUncompressReportingTag 'Injection Molding Pressure Compression'
go
select *
from Uncompress
where tTimestamp >= '01-28-2013 18:00:00'
and tTimestamp <= '01-28-2013 18:03:00'
go
spClearUncompressTimeRange
go
spClearUncompressReportingTag
go
Data compression
considerations
274
Remember that the Time-series Data Compression Enterprise
Connector accumulates data point samples until the number of
samples equals the configured block size. At that point, a record is
inserted into the database. If you have recently started your
FactoryTalk Transaction Manager configuration, and you attempt
to chart the compressed data using the RSBizWare time series report
object, there may not yet be any data in the database for the report
object to chart as its default time range is set to "the last 2 hours".
You may need to wait until at least one compressed block of data has
been written to the database in order to display your data.
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If the data cannot reach the database server, the Data Compression
service caches its data on the local hard disk until the database
becomes available. When the database becomes available again, the
data is automatically sent to the database and the cache files are
purged.
If you view the Windows Task Manager or Service Control Panel,
you may notice the Data Compression service running even though
your FactoryTalk Transaction Manager configuration is stopped.
Do not manually shut down any compression services. If the services
are shut down manually, the data may not be written to the database
until the configuration is started again.
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Appendix D
Application notes for FactoryTalk
Transaction Manager
In this chapter you will learn about the following:
• Setting the real-time clock in a ControlLogix processor using
FactoryTalk Transaction Manager (page 278)
• Getting date/time information from a ControlLogix
processor to a database (page 281)
• Special considerations for a distributed Microsoft COM+
application (page 283)
• Enabling network COM+ access for COM+ connectors in
FactoryTalk Transaction Manager (page 284)
• Configuring the Oracle 10g Instant Client for FactoryTalk
Transaction Manager (page 284)
• Configuring FactoryTalk Transaction Manager Connectivity
to SQL Server using Windows authentication (page 285)
• Data types supported by SQL Server (page 289)
• Behaviors when setting substitution options for FactoryTalk
data points (page 289)
• Resolving IP address to host name issues (page 290)
• Removing a Configuration Server computer from
FactoryTalk Transaction Manager (page 291)
• Starting and stopping FactoryTalk Transaction Manager
services manually (page 292)
• Considerations for distributed configurations (page 293)
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Application notes for FactoryTalk Transaction Manager
• Considerations for copying and pasting FactoryTalk data
points (page 294)
• Windows Event Viewer tips (page 296)
• Running RSLinx Classic as a service (page 296)
• Data block support (page 297)
• Sybase values (page 303)
• Int64 Signed/Unsigned in the Expression Editor (page 303)
• Int64 Signed/Unsigned as an output parameter in a stored
procedure (page 303)
• Substituting values for a data point (page 304)
• Verifying BigInt data types after FactoryTalk Transaction
Manager update (page 304)
• Restoring default dialog box sizes (page 304)
• Miscellaneous (page 305)
Setting the real-time clock in
a ControlLogix processor
using FactoryTalk
Transaction Manager
You can use FactoryTalk Transaction Manager combined with a
stored procedure to set a real-time clock in a ControlLogix
processor. In this manner, you can use your database server to ensure
a reasonable level of coordination between real-time clocks in
various control processors in your system.
To complete this procedure, you must perform tasks in:
• The processor (page 279).
• The database (page 279).
• The FactoryTalk Transaction Manager configuration (page
281).
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For more information and sample files, go to the Rockwell
Automation Knowledgebase Web site
(http://www.rockwellautomation.com/support/) and search for ID
23299.
In the processor
In the processor, define the following:
• A 16-bit integer (for example, Result).
• An array of 7, 32-bit integers (for example, Current).
• An array of 7, 32-bit integers (for example, New).
• Ladder logic to set the processor's wall-clock time when
Result.0 = 1 and Result.1 = 0.
• Ladder logic to read the processor's wall-clock time into the
current array.
In the database
In the database, define a stored procedure that reads the system
clock and sends outputs as a byte-swapped varbinary(12) string.
The following is a sample SQL script for creating a stored procedure
which reads the current time in the controller, compares it to the
system time, and writes back the server's current time. The stored
procedure can be reworked slightly to log the difference between the
processor and computer real-time clocks (if desired).
NOTE
This SQL script is for Microsoft SQL Server 2000 only. Other databases will
require modified scripts to function properly.
SET QUOTED_IDENTIFIER OFF
GO
SET ANSI_NULLS ON
GO
CREATE PROCEDURE logix5000time (
-- @control_id AS INT, --uncomment this line if you wish to log
the time difference
@control_time_in AS DATETIME,
@control_time_out AS VARBINARY(24) OUT
) AS
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DECLARE @system_time as datetime,
@difference as int,
@tbin0 AS VARBINARY(4),
@tbin1 AS VARBINARY(4),
@tbin2 AS VARBINARY(4),
@tbin3 AS VARBINARY(4),
@tbin4 AS VARBINARY(4),
@tbin5 AS VARBINARY(4)
/* check current time */
SELECT @system_time = GETDATE();
/* Uncomment this section and create the ControllerTimeDiff table
if you
wish to log the difference */
/*
SELECT @difference =
DATEDIFF(second,@control_time_in,@system_time);
INSERT INTO [dbo].[ControllerTimeDiff]
( [ControllerID],[ControllerTime],[SystemTime],[Difference])
VALUES ( @control_id, @control_time_in, @system_time,
@difference);
*/
/* output the current system time to the controller */
SELECT @tbin0 = DATEPART(year,@system_time);
SELECT @tbin1 = DATEPART(month,@system_time);
SELECT @tbin2 = DATEPART(day,@system_time);
SELECT @tbin3 = DATEPART(hour,@system_time);
SELECT @tbin4 = DATEPART(minute,@system_time);
SELECT @tbin5 = DATEPART(second,@system_time);
/* this select statement handles the byte swapping necessary to
output a block of
32 bit integers to the controller. As you can see you must swap
the high and
low bytes in each word, and the high and low word in each 32
bit integer. */
SELECT @control_time_out =
(SUBSTRING(@tbin0,4,1)+SUBSTRING(@tbin0,3,1)+SUBSTRING(@tbin0,
2,1)+SUBSTRING(@tbin0,1,1))+
(SUBSTRING(@tbin1,4,1)+SUBSTRING(@tbin1,3,1)+SUBSTRING(@tbin1,
2,1)+SUBSTRING(@tbin1,1,1))+
(SUBSTRING(@tbin2,4,1)+SUBSTRING(@tbin2,3,1)+SUBSTRING(@tbin2,
2,1)+SUBSTRING(@tbin2,1,1))+
(SUBSTRING(@tbin3,4,1)+SUBSTRING(@tbin3,3,1)+SUBSTRING(@tbin3,
2,1)+SUBSTRING(@tbin3,1,1))+
(SUBSTRING(@tbin4,4,1)+SUBSTRING(@tbin4,3,1)+SUBSTRING(@tbin4,
2,1)+SUBSTRING(@tbin4,1,1))+
(SUBSTRING(@tbin5,4,1)+SUBSTRING(@tbin5,3,1)+SUBSTRING(@tbin5,
2,1)+SUBSTRING(@tbin5,1,1));
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GO
SET QUOTED_IDENTIFIER OFF
GO
SET ANSI_NULLS ON
GO
In FactoryTalk Transaction
Manager
In FactoryTalk Transaction Manager, configure:
• A scheduled or device-scheduled data point defined as a signed
short, pointing to the result tag.
• A scheduled or device-scheduled data point defined as PLC
TimeStamp, pointing to Current[0],L6 with the size of 6
elements.
• A scheduled or device-scheduled data point defined as signed
long, pointing to New[0],L6 with the size of 6 elements.
• A data object pointing to the stored procedure in the database.
Getting date/time
information from a
ControlLogix processor to a
database
Perform the steps described below for RSLogix 5000 and
FactoryTalk Transaction Manager to send date/time information
from a ControlLogix processor to a database:
• In RSLogix 5000 (page 281).
• In FactoryTalk Transaction Manager (page 282).
In RSLogix 5000
Perform the following steps:
1. Create a controller tag of the following type:
SystemTimeDINT, style=decimal, Type =DINT[7]
2. Create a controller tag of the following type:
SystemTimeINT, style=decimal, Type=INT[7]
3. In the ladder logic, add a rung with the instruction GSV.
Get system value
CIP Object class:
CIP Object name:
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Get system value
Attribute name:
Dest
DateTime
SystemTimeDINT[0]
4. In the ladder logic, create 7 move instructions, which move:
• SystemTimeDINT[0] to SystemTimeINT[0]
• SystemTimeDINT[1] to SystemTimeINT[1]
• SystemTimeDINT[2] to SystemTimeINT[2]
• SystemTimeDINT[3] to SystemTimeINT[3]
• SystemTimeDINT[4] to SystemTimeINT[4]
• SystemTimeDINT[5] to SystemTimeINT[5]
• SystemTimeDINT[6] to SystemTimeINT[6]
In FactoryTalk Transaction
Manager
The preferred connector for communicating with the ControlLogix
processor is the Generic OPC connector, not the RSLinx
Connector. Beginning with RSLinx 2.20.00, RSLinx Classic
supports online browsing of the ControlLogix processor's memory
to select data points.
The following example explains configuration for both the Generic
OPC Connector and the RSLinx Connector.
Perform the following steps:
1. Using the Generic OPC Connector, define the following:
Item
Description
Item String
[topic]SystemTimeINT[0],L6 (where topic is the topic
defined in RSLinx pointing to the ControlLogix processor).
Either type in a unique name or let the system name the
point for you automatically.
PLC Timestamp
6
Datapoint Name
Access Path
Data Type
Elements
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2. Using the RSLinx Data Points dialog box, define the
following:
Item
Description
Item Address
Datapoint Name
SystemTimeINT[0],L6
Either type in a unique name or let the system name the
point for you automatically.
Use Default or the specific topic you have defined in RSLinx
PLC Timestamp
6
Topic
Data Type
Elements
3. Create a transaction and bind the FactoryTalk Transaction
Manager data point to a date/time field in the database (the
actual data type may be called TIMESTAMP or DATE or
DATETIME, depending on the database used).
Special considerations for a
distributed Microsoft COM+
application
If you are using a configuration that uses online edits, you can only
distribute certain parts of the application across multiple computers.
In a configuration that uses online edits via a COM+ enterprise
connector, there are three main parts:
• Transaction Control Manager (TCM).
• The COM+ enterprise connector.
• The .DLL file written by the user.
If you wish to put the TCM and the COM+ enterprise connector
on separate computers, then the user-written .DLL must be located
on the same computer as the COM+ enterprise connector. If you
have the TCM and the COM+ enterprise connector on the same
computer, then the user-written .DLL can be located on a different
computer. You cannot, however, locate the TCM, COM+
enterprise connector and the user-written .DLL on different
computers.
The COM+ network access is disabled by default on Windows 2003
Standard Server computers. For details on how to enable it, see
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"Enabling network COM+ access for COM+ connectors in
FactoryTalk Transaction Manager (page 284)".
Enabling network COM+
access for COM+ connectors
in FactoryTalk Transaction
Manager
COM+ network access is disabled by default on Windows 2003
Server Standard Edition Server platforms. On these platforms,
COM+ can be used only locally by default.
To enable the network COM+ access for COM+ connectors in
FactoryTalk Transaction Manager:
1. Open Control Panel.
2. In Control Panel, click Add or Remove Programs.
3. Click Add/Remove Windows Components.
4. Click Application Server, and then click Details.
5. Select the check box next to Enable network COM+ access,
and then click OK.
6. Click Next, and then click Finish.
Configuring the Oracle 10g To configure the Oracle 10g R2 Instant Client:
Instant Client for FactoryTalk
1. Install the Oracle 10g R2 Instant Client with default settings.
Transaction Manager
2. Install the Oracle patch for defect #4951251.
NOTE
If you do not install the Oracle patch for defect #4951251,
FactoryTalk Transaction Manager will not find the Oracle SQLNet
connections defined in the tnsnames.ora file.
3. Open the following directory:
c:\oracle\product\10.2.0\Client_1
4. In the Client_1 folder, create a new folder, Network.
5. In the Network folder, create a new folder, Admin.
6. From the database server system, copy the tnsnames.ora file to
the Admin folder.
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7. Click Start > Run, type regedit, and then press Enter.
The Registry Editor appears.
8. Navigate to the following folder:
My
Computer\HKEY_LOCAL_MACHINE\SOFTWARE\O
RACLE
9. Right-click the folder, and then click New > String Value.
In the right pane of the window, a New Value #1 appears,
available for editing.
10. Rename the value to Oracle_Home.
11. Double-click the value.
The Edit String dialog box appears.
12. In the Value data box, type:
c:\oracle\product\10.2.0\Client_1
13. Click OK.
Configuring FactoryTalk
Transaction Manager
Connectivity to SQL Server
using Windows
authentication
Configuring the SQL Server
authentication
The following sections describe how to configure RSSql v7.00.00
and later and FactoryTalk Transaction Manager v10.20 and later
connectivity to Microsoft SQL Server 2005 using Windows
authentication.
These steps apply regardless of whether Microsoft SQL Server is
configured with Windows-only authentication or with mixed mode
(SQL Server and Windows) authentication.
To configure the SQL Server authentication in FactoryTalk
Transaction Manager:
1. Open FactoryTalk Transaction Manager.
2. On the Configuration menu, click Checklist.
The Configuration Checklist window appears.
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3. In the Configuration List name, select the name of your
configuration.
4. Under Define Configuration, click Step 4.
The Data Object Definition dialog box appears.
5. Next to the Database Connection box, click
.
The Database Connection Definition dialog box appears.
6. In the User Name box, type the name of the RSBizWare SQL
Server database user.
7. In the Password box, type the password for the RSBizWare
SQL Server database user.
8. Click Test.
A confirmation message appears.
9. Click OK, and then click Apply.
Configuring the
Windows-only
authentication
To configure the Windows-only authentication for FactoryTalk
Transaction Manager:
1. On the SQL Server computer, select Start > Programs >
Microsoft SQL Server 2005 > SQL Server Management
Studio.
The Microsoft SQL Server Management Studio appears.
2. In the Object Explorer tree, expand Security.
3. Right-click Logins, and then click New Login.
The Login - New dialog box appears.
4. Next to the Login name box, click Search.
The Select User or Group dialog box appears.
5. Find the user that you want to add as the database user, and
then click OK.
6. In the Login - New dialog box, click OK.
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7. In the Object Explorer tree, expand Databases > <Your
database> > Security.
8. Right-click Users, and then click New Database User.
The Database User - New dialog box appears.
9. In the User name box, type a name for the user.
10. Next to the Login name option, click
.
The Select Login dialog box appears.
11. Select the login that you created in steps 3-6.
12. Click OK.
13. In the Object Explorer tree, expand Databases > <Your
database> > Tables.
14. Right-click the table for which you want to set the
permissions, and then click Properties.
The Table Properties dialog box appears.
15. Under Select a page, click Permissions.
16. In the right pane of the window, click Search.
The Select Users or Roles dialog box appears.
17. Find the user that you created in steps 8-12.
18. Click OK.
19. Under Permissions, set the permissions for the user.
20. Click OK.
To configure the FactoryTalk Transaction Manager server
Configuring FactoryTalk
computer:
Transaction Manager for
connections with SQL Server
1. Go to Start > Administrative Tools > Computer
Management.
The Computer Management dialog box appears.
2. Expand System Tools > Local Users and Groups > Groups.
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3. To the Administrators group, add the same user that you
added in "Configuring the Windows-only authentication
(page 286)".
4. Go to Start > Administrative Tools > Local Security Policy.
The Local Security Settings dialog box appears.
5. Expand Security Settings > Local Policies > User Rights
Assignment.
6. In the right pane of the window, find and double-click Log on
as a service.
The Log on as a service Properties dialog box appears.
7. Add the same user that you added in "Configuring the
Windows-only authentication (page 286)".
8. In the Computer Management dialog box, expand Services
and Applications > Services.
9. In the right pane of the window, double-click FactoryTalk
Transaction Manager Configuration Server.
The Properties dialog box appears.
10. Click the Log on tab.
11. Click This account.
12. Select the same user that you added in "Configuring the
Windows-only authentication (page 286)".
13. Open FactoryTalk Transaction Manager.
14. On the Configuration menu, click Checklist.
The Configuration Checklist window appears.
15. In the Configuration List name, select the name of your
configuration.
16. Under Define Configuration, click Step 4.
The Data Object Definition dialog box appears.
17. Next to the Database Connection box, click
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The Database Connection Definition dialog box appears.
18. Make sure that the user and password boxes are blank.
Data types supported by SQL The following data types are supported by SQL Server:
Server
• bigint
• binary
• bit
• char
• datetime
• datetime2
• decimal
• float
• image
• int
• money
• numeric
• real
• smalldatetime
• smallint
• smallmoney
• sysname
• text
• tinyint
• varbinary
• varchar
• varchar
Behaviors when setting
substitution options for
FactoryTalk data points
Keep the following behaviors in mind when you are specifying
substitution options for FactoryTalk data points.
If you select this option:
And the device is off at startup,
then the transaction:
And the device is on at startup, then
the transaction:
No Substitution
Fails because a required data point was not
available.
For corrective action information, see the
possible solution section for error 33080.
Uses the specified substitute value and
quality is set to 1.
Fails because a required data point was not
available.
For corrective action information, see the
possible solution section for error 33080.
Uses the specified substitute value and
quality is set to 1.
Substitute Value
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when the transaction executes.
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If you select this option:
And the device is off at startup,
then the transaction:
And the device is on at startup, then
the transaction:
Substitute Previous Value
Fails because a previous value for
substitution did not exist.
For corrective action information, see the
possible solution section for error 33175.
Uses the bad quality value provided by the
data server.
Uses the substitution for bad quality value
provided by the data server.
Uses the previous substitution for bad
quality value provided by the data server.
Uses the previous substitute value and the
quality is set to 1.
Use Bad Quality
Use Substitution for Bad Quality
Use Previous Substitution for Bad Quality
Uses the bad quality value provided by the
data server.
Uses the substitution for bad quality value
provided by the data server.
Uses the previous substitution for bad
quality value provided by the data server.
Resolving IP address to host In RSSql v8.00.00 and FactoryTalk Transaction Manager v10.20 or
later, you can no longer enter IP addresses in the Add
name issues
Configuration Server or FactoryTalk Transaction Manager
Configuration dialog boxes. If you have been using IP addresses on
these dialog boxes in RSSql v7.50.00 and earlier, you must change
your configurations to use host names.
To resolve an IP address in a Windows Domain:
If you are working in a Windows Domain, perform the following
steps:
1. In FactoryTalk Transaction Manager, replace the IP address
with the appropriate host name.
2. At the command prompt, type:
ping <host name for the computer>
For example: ping FactoryTalk Transaction
ManagerServerA
3. View the output of this operation and verify that the IP
address that is displayed matches the IP address that you used
in your previous FactoryTalk Transaction Manager
configuration.
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To resolve an IP address in a Windows Workgroup:
If you are working in a Windows Workgroup, perform the following
steps:
1. Go to <Windows>\Systems32\Drivers\Etc.
2. Open the Hosts file in a text editor.
3. Type a host to ID mapping for each computer that is running
FactoryTalk Transaction Manager.
4. Save the file.
5. At the command prompt, type:
ping <host name for the computer>
For example: ping FactoryTalk Transaction
ManagerServerA
6. View the output of this operation and verify that the IP
address that is displayed matches the IP address that you used
in your previous FactoryTalk Transaction Manager
configuration.
Removing a Configuration
Server computer from
FactoryTalk Transaction
Manager
After renaming a computer that FactoryTalk Transaction Manager
is running on and adding a Configuration Server with the new
computer name, the old computer name may continue to appear in
the Configuration tree with a red slash. This condition occurs
because the old computer name is no longer available on the
network.
As a workaround, perform the following steps:
• In FactoryTalk Transaction Manager, right-click the
configuration server that you want to remove, and then click
Delete Configuration Server.
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If it does not work, remove the old server manually:
1. In the Registry Editor, find HKLM\Software\Rockwell
Software\RSSql\Configuration Servers\.
2. Delete the folder with the old computer name.
3. Restart FactoryTalk Transaction Manager
Starting and stopping
FactoryTalk Transaction
Manager services manually
In some instances, it may be necessary to manually start or stop
FactoryTalk Transaction Manager services from a DOS command
prompt. The following table summarizes the FactoryTalk
Transaction Manager service names and the associated name for that
service as it appears in the Services list (accessible from Control
Panel).
FactoryTalk Transaction Manager service name
Displayed name
rssql_cfg_server
rssql_comp_storer
rssql_ddecoll
rssql_lnxcoll
rssql_mts_storer
rssql_oci_storer
rssql_oledb_storer
rssql_opccoll
rssql_pm_storer
FactoryTalk Transaction Manager Configuration Server
FactoryTalk Transaction Manager Compression Server
FactoryTalk Transaction Manager DDE Connector
FactoryTalk Transaction Manager RSLinx Classic Connector
FactoryTalk Transaction Manager COM+ Connector
FactoryTalk Transaction Manager OCI Enterprise Connector
FactoryTalk Transaction Manager OLE DB Enterprise Connector
FactoryTalk Transaction Manager OPC Connector
FactoryTalk Transaction Manager FactoryTalk Metrics Enterprise
Connector
FactoryTalk Transaction Manager FactoryTalk Connector
FactoryTalk Transaction Manager RSView Connector
FactoryTalk Transaction Manager ODBC Enterprise Connector
FactoryTalk Transaction Manager service
FactoryTalk Transaction Manager Transaction and Control Manager
service
rssql_rnacoll
rssql_rsvcoll
rssql_storer
rssql_tb
rssql_tmctrl
For example, if you want to start the FactoryTalk Transaction
Manager Configuration Server from a DOS command prompt, type
the following:
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net start rssql_cfg_server
Additionally, if you want to stop the FactoryTalk Transaction
Manager service in the FactoryTalk Transaction Manager from a
DOS command prompt, type the following:
net stop rssql_tb
Considerations for
distributed configurations
You can distribute FactoryTalk Transaction Manager control and
enterprise connectors among several computers. Keep the following
points in mind when distributing FactoryTalk Transaction Manager
connectors on multiple computers:
• UNC paths for configuration files cannot be used. The
configuration files must be local to the Configuration Server.
The configuration file path is defined in Step 1 of the
Configuration Checklist in FactoryTalk Transaction
Manager.
• FactoryTalk Transaction Manager must be logged into a
Windows Server 2012/2008/2003 account that has
administrative privileges in all computers that are part of the
FactoryTalk Transaction Manager system. This is required for
the Windows Server 2012/2008/2003 service control manager
to be able to start and stop the FactoryTalk Transaction
Manager services.
• The FactoryTalk Transaction Manager configurations that
you create must use cache file paths and error logging paths
that comply with the Universal Naming Convention (UNC).
Each time you define a FactoryTalk Transaction Manager
control connector or enterprise connector, you must indicate
the host name of the remote computer on which that service
will run. Additionally, you must assign that service to a user
account with sufficient privileges to access UNC files on the
applicable computers.
• If you have defined a connector to run on a remote computer,
FactoryTalk Transaction Manager v9.00.00 or later will
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browse that computer's OCI connections, ODBC DSNs, and
most files. The only files that FactoryTalk Transaction
Manager does not browse remotely are DDE and RSLinx
Classic connector tag files.
• FactoryTalk Transaction Manager cannot query remote DDE
servers to retrieve configured DDE topic information
(excluding the RSLinx Classic OPC or RSView32 control
connectors). When the generic DDE control connector is
located on a remote computer, you can do one of the following
to configure DDE topic names:
• Manually enter DDE topic names in the FactoryTalk
Transaction Manager DDE Data Point Configuration
dialog box.
• Install and configure the DDE server on both computers so
that it can be automatically queried for topic names.
Considerations for copying Keep the following in mind when copying and pasting FactoryTalk
and pasting FactoryTalk data data points in the data point grid on the FactoryTalk Data Point
dialog box.
points
Copying
Consider the following rules when copying FactoryTalk data points:
• You must use Ctrl+C.
• You can copy FactoryTalk data points in/from Microsoft
Excel.
• You can copy multiple adjacent rows.
• You cannot copy multiple non-adjacent rows. If multiple
non-adjacent rows are selected, all rows between the first and
last row will be copied.
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• You cannot copy individual cells. If you attempt to copy an
individual cell, the entire row (all columns, including
internally hidden columns) will be copied.
• You cannot copy items when a configuration is running or if
the configuration has pending edits.
Pasting
Consider the following rules when pasting FactoryTalk data points:
• You must use Ctrl+V.
• You can paste FactoryTalk data points in/from Microsoft
Excel.
• You can paste one or more rows into the data point grid. All
rows appear at the bottom of the data point grid. All internally
hidden columns are ignored.
• You can paste existing data points into the data point grid.
FactoryTalk Transaction Manager recognizes that the data
points already exist and prompts you to:
• Modify the existing data point
• Create a new data point
• Cancel the paste operation
• You cannot paste one or more individual cells in a row.
• You cannot paste a data point that does not contain either a
valid value or an empty string for the following collection
parameter columns in the data point grid:
• Data type
• Mode
• Data valid units
• Data retrieval units
• Substitution policy
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If these conditions are not met, the paste operation is
terminated.
• You cannot perform a paste when a configuration is running
or if the configuration has pending edits.
Windows Event Viewer tips
FactoryTalk Transaction Manager supports sending error messages
to the Windows Event Viewer. If you have defined error logging in
FactoryTalk Transaction Manager and no messages display when
you view error log files, make sure you are looking in the Application
event log in the Windows Event Viewer.
To trace a FactoryTalk Transaction Manager problem in the
Windows Event Viewer:
1. Go to Start > Administrative Tools > Event Viewer.
2. The Event Viewer dialog box appears.
3. Expand Windows Logs.
4. Right-click Application, and then click Filter Current Log.
The Filter Current Log dialog box appears.
5. Select check boxes next to all the event levels (Critical,
Warning, Verbose, Error, Information).
6. In the Event sources list, select RSSql.
7. (Optional) In the Task category list, select a specific category.
8. Click OK.
The application logs are filtered and display only the logs
related to FactoryTalk Transaction Manager.
Running RSLinx Classic as a
service
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as an application. You must run RSLinx Classic as a Windows
2012/2008/2003 service.
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If you do not run RSLinx Classic as a Windows 2012/2008/2003
service while you are configuring RSLinx Classic from a remote
location, the following error message appears.
To setup RSLinx Classic to run as a service:
1. Go to Start > Program Files > Rockwell Software > RSLinx
> RSLinx Classic Launch Control Panel.
The RSLinx Classic Launch Control Panel dialog box
appears.
2. (Optional) Select the Always Run As Service check box, if
you want RSLinx Classic to start as a service at all times.
3. Click Start.
Data block support
You can define a data point in FactoryTalk Transaction Manager to
map to multiple contiguous registers in a controller. This allows you
to read a block of ASCII registers and send them to the database as a
single string.
Sending data blocks from
FactoryTalk Transaction
Manager to a stored
procedure
The stored procedure reads a data block, separates the integer values,
and inserts them into a table. This stored procedure is used to bind a
data block item from a FactoryTalk Transaction Manager control
connector.
In certain situations, it is more efficient to send a data block of
integers than to use the Parse() expression. To send data blocks to a
stored procedure and then separate them, set up a data block in a
FactoryTalk Transaction Manager control connector, such as
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N7:0,L100 (a block of 100 integers from N7:0 to N7:99) and pass
this value to the stored procedure as outlined below. This stored
procedure uses a table created with the CREATE TABLE
testerout(run INT,my_val INT) command.
NOTE
The stored procedures only accept positive integers from 0 to 32,767.
CREATE PROCEDURE chunk_eater(@in_binary VARBINARY(255))
AS
DECLARE
@offset INT,
@string_len INT,
@in_byte_int INT,
@loop INT,
@upper_word VARBINARY(2),
@lower_word VARBINARY(2)
BEGIN
SELECT @string_len = DATALENGTH(@in_binary)
SELECT @loop = 1
WHILE @string_len >= @loop
BEGIN
-------------------------------------------------------------Note: This procedure only accepts positive integers. You may
modify the upper
-- word of each integer for negative integer values.
--------------------------------------------------------------------------------------------------------------------------You can view the following code using upper_word and lower_word.
The values are
-- inserted into a TESTEROUT table, which records the integer value
(in my_val) and
-- the "run" or integer location. The location for sending a data
block of n7:0,L100
-- results in value of 199. To alter this inversion, subtract the
current location
-- from the string length.
-------------------------------------------------------------SELECT @upper_word = SUBSTRING(@in_binary,(@string_len @loop)+0,1)
SELECT @lower_word = SUBSTRING(@in_binary,(@string_len @loop)+1,1)
-- lines directly above substring out the 2 bytes of the word
-- they are combined in reverse order for byte swapping.
SELECT @in_byte_int = CONVERT(int,(@lower_word[email protected]_word))
INSERT INTO testerout(run,my_val) VALUES (@loop,@in_byte_int)
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SELECT @loop = @loop + 2
END --GREAT BIG WHILE LOOP
END-- proc
FactoryTalk Transaction Manager can write to a controller a data
Sending data blocks from
multiple rows in a table using block consisting of integers selected from multiple rows of a table.
The stored procedure reads four integers (ints) from a database table
Integer data
and concatenates them in a binary (varbinary) stream, which is then
bound to a data block in FactoryTalk Transaction Manager.
NOTE
The stored procedures only accept positive integers from 0 to 32,767.
Following is a sample creation table from which data can be
retrieved:
CREATE TABLE my_next_int_table (int1 INT,int2 INT,int3 INT,int4
INT,record_row INT)
INSERT INTO my_next_int_table values (1,2,3,4,1)
INSERT INTO my_next_int_table values (21,22,23,24,2)
INSERT INTO my_next_int_table values (31,32,33,34,3)
INSERT INTO my_next_int_table values (41,42,43,44,3)
INSERT INTO my_next_int_table values (5001,5002,5003,5004,3)
INSERT INTO my_next_int_table values (6001,6002,6003,6004,4)
INSERT INTO my_next_int_table values (7001,7002,7003,7004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (9001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (8001,8002,8003,8004,4)
INSERT INTO my_next_int_table values (6001,8002,8003,8004,4)
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INSERT
INSERT
INSERT
INSERT
INSERT
INSERT
INSERT
INSERT
INSERT
INTO
INTO
INTO
INTO
INTO
INTO
INTO
INTO
INTO
my_next_int_table
my_next_int_table
my_next_int_table
my_next_int_table
my_next_int_table
my_next_int_table
my_next_int_table
my_next_int_table
my_next_int_table
values
values
values
values
values
values
values
values
values
(8001,8002,8003,8004,4)
(5001,8002,8003,8004,4)
(4001,8002,8003,8004,4)
(8001,8002,8003,8004,4)
(8001,8002,8003,8004,4)
(3401,8002,8003,8004,4)
(6701,8002,8003,8004,4)
(901,8002,8003,8004,4)
(8001,8002,8003,8004,4)
Following is a sample creation statement containing dummy data:
CREATE PROCEDURE chunk_maker_cursor(@in_number int, @out_binary
VARBINARY(200) OUT)
AS
DECLARE
@val1 INT,
@binary1 VARBINARY(2),
@loop INT
DECLARE int_cursor CURSOR
LOCAL FORWARD_ONLY STATIC READ_ONLY
FOR SELECT int1 FROM my_next_int_table
WHERE record_row = @in_number
ORDER BY int1
BEGIN
--------------------------------------------------------------Note: This procedure only accepts positive integers, some math
must be applied to
-- the upper word of each integer for negative integer values.
---------------------------------------------------------------------------------------------------------------------------- The following code illustrates how the substring is combined:
--------------------------------------------------------------- initialize loop var
SELECT @loop = 1
OPEN int_cursor
FETCH NEXT FROM int_cursor
INTO @val1
WHILE @@FETCH_STATUS = 0
BEGIN
SELECT @binary1 = @val1
-- The following code illustrates how the substring is combined
in reverse order for
-- byte swapping. Because the first loop must differ, the following
IF statement is
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-- uninitialized. Intializing it will alter the end value of the
binary string.
IF @loop = 1
BEGIN
SELECT @out_binary =
(SUBSTRING(@binary1,2,1)+SUBSTRING(@binary1,1,1))
END
ELSE
BEGIN
SELECT @out_binary =
(SUBSTRING(@binary1,2,1)+SUBSTRING(@binary1,1,1)) + @out_binary
END
-- Get next row
FETCH NEXT FROM int_cursor
INTO @val1
select @loop = @loop + 1
END --while for fetch
CLOSE int_cursor
DEALLOCATE int_cursor
END—proc
Sending data blocks from one FactoryTalk Transaction Manager can write to a controller a data
row in a table using Integer block consisting of multiple integers selected from one row of a
table. The stored procedure combines columns of a database table
data
into a binary string, which is then bound to a FactoryTalk
Transaction Manager data block item.
The stored procedure finds the row in my_int_table that matches
the input parameter (where the column record_row is equal to the
input variable @in_number), and returns the four integers combined
in a varbinary field. In FactoryTalk Transaction Manager, bind the
in_number to an integer register in the controller such as n227:0.
The register can contain values 1 through 10. Then bind the
varbinary field @out_binary to a 4-element data block, such as
N7:0,L4.
NOTE
The stored procedures only accept positive integers from 0 to 32,767.
CREATE TABLE my_int_table (int1 INT,int2 INT,int3 INT,int4
INT,record_row INT IDENTITY)
INSERT INTO my_int_table values (1,2,3,4)
INSERT INTO my_int_table values (21,22,23,24)
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INSERT INTO my_int_table values (31,32,33,34)
INSERT INTO my_int_table values (41,42,43,44)
INSERT INTO my_int_table values (5001,5002,5003,5004)
INSERT INTO my_int_table values (6001,6002,6003,6004)
INSERT INTO my_int_table values (7001,7002,7003,7004)
INSERT INTO my_int_table values (8001,8002,8003,8004)
INSERT INTO my_int_table values (9001,9002,9003,9004)
INSERT INTO my_int_table values (10001,10002,10003,10004)
CREATE PROCEDURE chunk_maker(@in_number int, @out_binary
VARBINARY(8) OUT)
AS
DECLARE
@val1 INT,
@val2 INT,
@val3 INT,
@val4 INT,
@binary1 VARBINARY(2),
@binary2 VARBINARY(2),
@binary3 VARBINARY(2),
@binary4 VARBINARY(2)
BEGIN
--------------------------------------------------------------- Note: This procedure only accepts positive integers. You may
modify the
-- upper word of each integer for negative integer values.
---------------------------------------------------------------------------------------------------------------------------- The following code illustrates how the substring is combined:
-------------------------------------------------------------SELECT @val1=int1, @val2=int2, @val3=int3, @val4=int4
FROM my_int_table
WHERE record_row = @in_number
SELECT @binary1 = @val1, @binary2 = @val2, @binary3 = @val3,
@binary4 = @val4
-- The following code illustrates how the substring is combined
in reverse order
-- for byte swapping. Two substrings are created for each varbinary
that has
-- the value of the integers, then all the varbinaries are
concatenated.
SELECT @out_binary =
(SUBSTRING(@binary4,2,1)+SUBSTRING(@binary4,1,1))+(SUBSTRING(@
binary3,2,1)+SUBSTRING(@binary3,1,1))+(SUBSTRING(@binary2,2,1)
+SUBSTRING(@binary2,1,1))+(SUBSTRING(@binary1,2,1)+SUBSTRING(@
binary1,1,1))
END-- proc
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Sybase values
An application error occurs upon configuration startup when you
attempt to connect to a Sybase back end. This error occurs because
the system environment variable for Sybase is missing or invalid.
Usually the ODBC driver installation sets the path and variables.
However, if the drivers were installed as a user account other than
administrator, the variables are not set.
The typical settings are:
Variable: SYBASE
Value: C:\Sybase
Int64 Signed/Unsigned in the The Expression Editor operates on its internal Double data type that
does not cover the entire Int64 range. This requires imposing the
Expression Editor
following limits on all incoming and outgoing Int64 parameters:
• For Int64 Signed: from -9007199254740991 to
9007199254740991.
• For Int64 Unsigned: from 0 to 9007199254740991.
The Expression Editor returns rounded results according to the
double data type behavior.
The Expression Editor rounds any arithmetical operation result if
the result exceeds the double type precision limit (including integer
and floating point numbers). The transaction passes but the passed
value is not exact. This behavior can lead to having invalid data
stored in the database.
Int64 Signed/Unsigned as an Int64 Signed / Unsigned as an output parameter in a stored
output parameter in a stored procedure has the following limitations:
procedure
• For the Int64 Signed / Unsigned data point types in a
hexadecimal, octal or 0.x decimal format, the maximum value
is 2147483647.
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• For the Int64 Signed data point types in a decimal format, the
range is between -9,223,372,036,854,775,807 and
9,223,372,036,854,775,807.
• For the Int64 Unsigned data point type in a decimal format,
the range is between 0 and 18,446,744,073,709,551,615.
Substituting values for a data There are the following limitations for a substitute value for a data
point:
point
• For a substitute value in hexadecimal and octal formats, the
maximum value is 2147483647.
• For a substitute value in a decimal format, the value has to fall
within a range between -9007199254740991 and
9007199254740991.
Verifying BigInt data types If you have a configuration created with a previous version of
after FactoryTalk Transaction FactoryTalk Transaction Manager with the MS SQL Server-specific
BigInt data type, and you have upgraded the system to FactoryTalk
Manager update
Transaction Manager v10.20, perform the following action to
ensure that data is correctly written to the BigInt column:
• Go to the Step 4 in the Checklist, and click Apply to refresh
the data object.
Restoring default dialog box FactoryTalk Transaction Manager remembers the sizes and
positions of most commonly used dialog boxes as specified by the
sizes
user.
To reset the sizes and positions of the dialog boxes:
1. Exit FactoryTalk Transaction Manager.
2. Click Start > Run, and then type regedit.
The Registry Editor appears.
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3. Find My
Computer\HKEY_CURRENT_USER\Software\Rockwel
l Software\RSSql\Window State.
4. Do the following:
Miscellaneous
To reset the settings for:
Do:
The Step 3 dialog box of the
Checklist.
The Step 5 dialog box of the
Checklist.
The main window of FactoryTalk
Transaction Manager.
All dialog boxes in FactoryTalk
Transaction Manager.
Open the Windows State folder, and then
delete the DlgRna key.
Open the Windows State folder, and then
delete the DlgTrn key.
Open the Windows State folder, and then
delete the MainFrm key.
Delete the Windows State folder.
Oracle OCI enterprise connectors require administrator privileges
When using an OCI enterprise connector, ensure that you have
local administrator privileges on your computer. Either add the OCI
enterprise connector user to the local administrators group in
Windows, or change the user of the OCI enterprise connector to an
existing user that has administrator privileges.
SQL Server considers inputs and outputs the same
The SQL Server ODBC driver lists outputs of stored procedures as
both inputs and outputs.
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306
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Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Index
A
Administering RSBizWare servers 211
Advanced topics 257
Application notes for FactoryTalk Transaction
Manager 277
Assigning application privileges to groups 237
Assigning object permissions to users and
groups 238
B
Behaviors when setting substitution options
for FactoryTalk data points 289
Benefits of using the data compression 269
C
Clean installation
supported installation scenarios 22
Client activations for FactoryTalk Historian
Classic 226
Client activations for FactoryTalk Metrics 224
Compression ratio 271
Configuration Console 16
Configure FactoryTalk users 64
Configure user-defined summarization fields
(flex-fields) 76
Configure Windows-linked FactoryTalk users
60
Configuring custom object permissions 242
Configuring data collection 243
Configuring default object permissions 238
Configuring FactoryTalk Transaction Manager
Connectivity to SQL Server using Windows
authentication 285
Configuring FactoryTalk Transaction Manager
for connections with SQL Server 287
Configuring FactoryTalk user groups 231
Configuring Internet Explorer trusted sites 205
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Configuring server log files 252
Configuring the database user 263
Configuring the Oracle 10g Instant Client for
FactoryTalk Transaction Manager 284
Configuring the Oracle ODBC data source 265
Configuring the SQL Server authentication 285
Configuring the Windows-only authentication
286
Configuring Windows-linked user groups 233
Congratulations! 106, 204
Considerations for copying and pasting
FactoryTalk data points 294
Considerations for distributed configurations
293
Controlling access to your RSBizWare system
221
Creating a Net Configuration connection 264
Creating tablespaces 263
D
Data block support 297
Data compression 269
Data compression considerations 274
Data types supported by SQL Server 289
Database tips 261
Documentation Feedback 312
E
Enabling network COM+ access for COM+
connectors in FactoryTalk Transaction
Manager 284
Example
FactoryTalk Historian Classic activation 229
FactoryTalk Metrics activation 227
F
FactoryTalk Administration Console 14
307
Index
FactoryTalk Historian and FactoryTalk Metrics
privileges 84, 178
FactoryTalk Historian for Batch activation
options 230
FactoryTalk Transaction Manager 17
FactoryTalk Transaction Manager
Configuration Server 17
Filter permissions 239
G
Getting date/time information from a
ControlLogix processor to a database 281
Granting default object permissions 241
H
Handling temporary database connection loss
in the Information Services Manager 214
Hardware and software requirements 19
How the data compression works 270
I
Improving the performance of your RSBizWare
Oracle database 265
In FactoryTalk Transaction Manager 281, 282
In RSLogix 5000 281
In the database 279
In the processor 279
Information Services Manager 16
Installation and configuration checklist 23
Installation Assistance 312
Installing RSBizWare 21
Installing RSBizWare Sample Data 205
Int64 Signed/Unsigned as an output
parameter in a stored procedure 303
Int64 Signed/Unsigned in the Expression
Editor 303
Intended audience 11
308
M
Maintaining frequently used RSBizWare tables
and indexes 261
Managing FactoryTalk user groups and users
231
Managing Information Services Manager
external data sources 212
Managing Information Services Manager
scheduled items 212
Managing user access 237
Metrics Server Manager 17
Migrating RSBizWare 109
Migration
supported migration scenarios 110
Migration checklist 112
Miscellaneous 305
N
New Product Satisfaction Return 312
P
Post-installation tasks 205
Preparing for the upgrade 208
Preparing the SQL Server uncompress view 272
Preparing to run the Oracle database 267
Q
Querying the SQL Server uncompress view 273
R
Recommended database settings 263
Registering the Excel Add-in 258
Remote connection to an RSBizWare server
257
Removing a Configuration Server computer
from FactoryTalk Transaction Manager 291
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Index
Removing RSBizWare 107
Repair the connection to SQL Server 57, 154
Report data source permissions 240
Report object permissions 240
Report permissions 239
Report Schedule Manager 16
Reporting diagnostic messages 251
Resolving IP address to host name issues 290
Restoring default dialog box sizes 304
Rockwell Automation Support 312
RSBizWare databases (SQL Server or Oracle) 15
RSBizWare prerequisites 19
RSBizWare product dependencies 19
Running RSBizWare in a distributed
environment 19
Running RSLinx Classic as a service 296
S
Security Services Manager 15
Sending data blocks from FactoryTalk
Transaction Manager to a stored procedure
297
Sending data blocks from multiple rows in a
table using Integer data 299
Sending data blocks from one row in a table
using Integer data 301
Server activations for FactoryTalk Historian
Classic 223
Server activations for FactoryTalk Metrics 222
Service Console 15
Setting the real-time clock in a ControlLogix
processor using FactoryTalk Transaction
Manager 278
Software activation options 222
Special considerations for a distributed
Microsoft COM+ application 283
Starting and stopping FactoryTalk Transaction
Manager configurations 248
Starting and stopping FactoryTalk Transaction
Manager services manually 292
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Starting and stopping RSBizWare servers 211
Step 1
Back up your FactoryTalk Transaction Manager
configuration 115
Install Internet Information Services (IIS) 25
Step 10
Configure FactoryTalk Activation 140
Configure the ODBC data source 52
Step 11
Install RSLinx Enterprise 140
Verify if the local computer is added to the
FactoryTalk Administration Console 59
Step 12
Configure FactoryTalk groups and users 60
Restore your RSBizWare SQL Server database
141
Step 13
Install RSBizWare 66
Recreate your RSBizWare SQL Server database
user 144
Step 14
Install SQL Server 2012 Native Client 148
Register the Security Services Manager 68
Step 15
Recreate the ODBC data source 150
Register the Information Services Manager 69
Step 16
Associate Metrics Server Manager with
Information Services Manager 73
Verify if the local computer is added to the
FactoryTalk Administration Console 156
Step 17
Assign activations to RSBizWare servers 79
Recreate your applications 157
Step 18
Add a local Administrator account as a
Windows-linked user 158
Assign client activations to users 81
Step 19
Assign application privileges to users 82
309
Index
Recreate your users 162
Step 2
Back up your RSBizWare SQL Server database
118
Install SQL Server 2012 Service Pack 1 32
Step 20
Install RSBizWare 164
Register FactoryTalk Transaction Manager 85
Step 21
Define FactoryTalk Transaction Manager
configurations 87
Register the Security Services Manager 166
Step 22
Register FactoryTalk Transaction Manager
configurations 91
Register the Information Services Manager 167
Step 23
Associate Metrics Server Manager with
Information Services Manager 171
Configure SQL Server Reporting Services (SSRS)
95
Step 24
Assign activations to RSBizWare servers 172
Verify the SSRS configuration 98
Step 25
Assign client activations to users 175
Install and configure Report Expert 100
Step 26
Assign application privileges to users 176
Configure the FTMetricsEditors group 103
Step 27
Restore your FactoryTalk Transaction Manager
configuration 179
Verify the Report Expert installation 105
Step 28
Register the configuration in the RSBizWare
SQL Server database 181
Step 29
Update your FactoryTalk Transaction Manager
configuration 183
310
Step 3
Install FactoryTalk Services Platform 42
Keep your database users for reference 121
Step 30
Register FactoryTalk Transaction Manager 187
Step 31
Register the configuration in the Service
Console 188
Step 32
Configure SQL Server Reporting Services (SSRS)
191
Step 33
Verify the SSRS configuration 193
Step 34
Install and configure Report Expert 196
Step 35
Configure the FTMetricsEditors group 200
Step 36
Verify the Report Expert installation 201
Step 37
Start your FactoryTalk Transaction Manager
configuration 202
Step 4
Install FactoryTalk Activation 44
Keep your ODBC data source configuration for
reference 123
Step 5
Configure FactoryTalk Activation 45
Keep your FactoryTalk Administration Console
configuration for reference 124
Step 6
Install Internet Information Services (IIS) 126
Install RSLinx Enterprise 45
Step 7
Create an RSBizWare SQL Server database 46
Install SQL Server 2012 Service Pack 1 132
Step 8
Create an RSBizWare SQL Server database user
47
Install FactoryTalk Services Platform 138
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Index
Step 9
Install FactoryTalk Activation 139
Install SQL Server 2012 Native Client 51
Substituting values for a data point 304
Sybase values 303
T
The Metrics Server Manager settings file 216
The RSBizWare architecture 12
Troubleshooting 249
Tuning the Oracle database for FactoryTalk
Historian Classic 265
Types of control connectors for the data
collection 243
Types of diagnostic messages 251
Types of enterprise connectors for the data
collection 244
U
Unregistering FactoryTalk Transaction
Manager configurations 245
Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Updating the Service Console with users and
groups changes 235
Upgrading FactoryTalk Services Platform 209
Upgrading RSBizWare on Microsoft Windows
Server 2008 R2 SP1 207
Upgrading the RSBizWare suite 210
Using Oracle with RSBizWare 262
V
Verify the configuration of SQL Server 39
Verifying BigInt data types after FactoryTalk
Transaction Manager update 304
Viewing compressed data 271
Viewing diagnostic logs 255
W
Ways of logging diagnostic messages 252
Web-based client 16
Welcome to RSBizWare 11
Where can I go for help? 18
Windows Event Viewer tips 296
311
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Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014
Supersedes Publication BZWARE-IN001L-EN-P-June 2013
Copyright © 2014 Rockwell Automation Technologies, Inc. All Rights Reserved.
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