FactoryTalk AssetCentre Installation Guide
INTEGRATED PRODUCTION & PERFORMANCE SUITE
Asset Management
AssetCentre
INSTALLATION GUIDE
PUBLICATION FTAC-IN002C-EN-E–September 2008
Supersedes Publication FTAC-IN002B-EN-E
FTAC-IN002C-EN-E.book Page ii Friday, September 12, 2008 1:13 AM
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Copyright Notice
© 2008 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.
This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation
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and the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc.
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BatchHistorian, FactoryTalk Historian Classic for Batch, RSBizWare Historian, FactoryTalk Historian Classic,
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Any Rockwell software or hardware not mentioned here are also trademarks, registered or otherwise, of Rockwell
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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
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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
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This document is current as of the time of release of the product; however, the accompanying software may have
changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this
document or the software at any time without prior notice. It is your responsibility to obtain the most current
information available from Rockwell when installing or using this product.
Document version: 2.21.01
Modified: September 12, 2008 1:13 am
FTAC-IN002C-EN-E.book Page i Friday, September 12, 2008 1:13 AM
Contents
1 • Introduction .......................................................................................... 1
Optional upgrades with CPR 9 SR 1...............................................................................
Location of upgrade setup files ...............................................................................
About the documentation set (or, Where do I start?) ......................................................
About this book .......................................................................................................
The components of FactoryTalk AssetCentre.................................................................
System requirements .......................................................................................................
Server computer requirements.................................................................................
Client and agent computer requirements .................................................................
Network requirements .............................................................................................
About the installation process .........................................................................................
1
2
2
2
3
4
4
5
6
7
2 • Converting an RSMACC system......................................................... 9
About migrating the databases ........................................................................................ 9
Migrating from RSMACC Change Management to FactoryTalk AssetCentre ............ 10
3 • Upgrading FactoryTalk AssetCentre from v. 2.00 (CPR 7) to v.
2.21.01 (CPR 9 SR 1) .......................................................................... 13
Upgrading to CPR 9 SR 1 ............................................................................................. 13
4 • Installing the FactoryTalk AssetCentre server................................ 15
Installing Internet Information Services .......................................................................
Installing Microsoft SQL Server 2005 ..........................................................................
Installing Microsoft SQL Server 2005 Service Packs ...........................................
Minimum Microsoft SQL Server 2005 Permissions .............................................
Installing ProCalV5 server software .............................................................................
Installing FactoryTalk Activation .................................................................................
Installing the FactoryTalk Activation server and activating the software.............
Installing the FactoryTalk Activation client and activating the software..............
Installing FactoryTalk AssetCentre server software ....................................................
Installing FactoryTalk Services Platform .............................................................
FactoryTalk AssetCentre server installer ..............................................................
FactoryTalk AssetCentre Client Package installer ................................................
17
18
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FactoryTalk AssetCentre Common Components installer ....................................
FactoryTalk AssetCentre Calibration Management Server installer .....................
Using the Windows Firewall Configuration Utility ..............................................
Installing the ProCalV5 server software after the FactoryTalk AssetCentre server .....
Running the ProCalV5 Data Source Edit Wizard .................................................
33
34
34
35
36
5 • Installing FactoryTalk AssetCentre clients...................................... 37
Where to install the FactoryTalk AssetCentre client ....................................................
Optional upgrades with CPR 9 SR 1.............................................................................
Installing FactoryTalk AssetCentre clients ...................................................................
Installing FactoryTalk Services Platform ..............................................................
FactoryTalk AssetCentre Common Components installer ....................................
FactoryTalk AssetCentre Calibration Management client software installer........
Installing RSLinx Classic Lite...............................................................................
Installing RSLinx Enterprise ................................................................................
Using the Windows Firewall Configuration Utility ..............................................
Checking to see if the client is installed correctly.........................................................
Installing the ProCalV5 client software ........................................................................
37
37
38
40
42
42
42
43
44
45
45
6 • Installing FactoryTalk AssetCentre agents ..................................... 47
Where to install FactoryTalk AssetCentre agents .........................................................
Optional upgrades with CPR 9 SR 1.............................................................................
Installing the FactoryTalk AssetCentre Disaster Recovery agent ................................
Installing FactoryTalk Services Platform ..............................................................
Installing RSLinx Classic Lite...............................................................................
FactoryTalk AssetCentre Common Components installer ....................................
FactoryTalk AssetCentre Disaster Recovery agent installer .................................
FactoryTalk AssetCentre Agent Host installer ......................................................
RSLogix 5000 Compare installer ..........................................................................
Installing RSLinx Enterprise ................................................................................
Using the Windows Firewall Configuration Utility ..............................................
Configuring for security-enabled RSLogix programming software .............................
If operating in a Windows domain ........................................................................
If operating in a Windows workgroup...................................................................
Checking to see if the agent software is current ...........................................................
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7 • Configuring FactoryTalk AssetCentre ............................................. 61
Configuring for client access to the server....................................................................
Adding users to the FactoryTalk Directory ...........................................................
Adding computers to the FactoryTalk Directory...................................................
Configuring feature security for FactoryTalk AssetCentre users .................................
61
61
62
63
8 • Troubleshooting FactoryTalk AssetCentre installation ................. 67
General installation .......................................................................................................
A red x appears next to an item to be installed......................................................
A “Program Maintenance” window appears while installing ...............................
Server installation..........................................................................................................
SQL collation error encountered during database installation ..............................
Unable to log on to SQL Server during server installation ...................................
Client and agent installation..........................................................................................
Web page for installing the FactoryTalk AssetCentre client and agent
cannot be displayed............................................................................................
“Error reading Primary Server Name from FactoryTalk Directory”
during client installation ....................................................................................
Starting the client ..........................................................................................................
“Error initializing FactoryTalk AssetCentre” appears when attempting
to start the client ................................................................................................
“The client and server versions are incompatible” ...............................................
“Cannot initialize application eventing subsystem” or “No connection
could be made because the target machine actively refused it” appears
when starting the client ......................................................................................
“At least one service or driver failed during system startup. Use Event
Viewer to examine the event log for details” appears when attempting
to start the client.................................................................................................
“Error initializing FactoryTalk AssetCentre. Could not load file or
assembly… CalibrationPlugin.dll” appears when attempting to
start the client.....................................................................................................
Other errors starting the client ...............................................................................
Starting the agent ..........................................................................................................
Using Calibration Management ....................................................................................
“No ProCalV5 Server connection information exists on the
FactoryTalk AssetCentre server” appears when attempting to use
Calibration Management features......................................................................
“Error executing ProCalV5 commands, check ProCalV5 installation”
appears when attempting to use Calibration Management features ..................
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67
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CONTENTS
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
“Error initializing FactoryTalk AssetCentre. Could not load file or
assembly… CalibrationPlugin.dll” appears when attempting to start
the client............................................................................................................. 73
Unable to run the ProCalV5 Data Source Edit Wizard ......................................... 73
A • Installing Microsoft SQL Server 2000............................................... 75
Installing Microsoft SQL Server 2000 .......................................................................... 75
Installing Microsoft SQL Server 2000 Service Pack 4.......................................... 77
B • Reference............................................................................................ 79
Additional ports you may have to open ........................................................................ 79
Index ......................................................................................................... 83
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1
Introduction
FactoryTalk® AssetCentre version 2.21.01 monitors your factory automation system and
provides centralized tools to minimize downtime due to unauthorized actions or failing
devices. It does this by:
„
providing version control and archiving of program files and documents.
„
providing a disaster recovery system that verifies your devices’ program and
configuration files against protected master files, ensuring quick and accurate
recovery if a problem should occur.
„
monitoring FactoryTalk-enabled software products and logging system events and
user actions (recorded in the Event log and Audit log respectively).
„
managing device configuration files.
„
managing process device calibration, including scheduling and tracking (optional
Calibration Management capability).
FactoryTalk AssetCentre uses FactoryTalk Services Platform to provide seamless
connectivity with other FactoryTalk-enabled software. Users and computers are defined in
FactoryTalk Directory; access to actions within the FactoryTalk AssetCentre system is
controlled with FactoryTalk Security.
Optional upgrades with CPR 9 SR 1
FactoryTalk AssetCentre provides optional upgrades from CPR 9 to CPR 9 SR 1 for these
software products used by FactoryTalk AssetCentre:
„
FactoryTalk Activation
„
FactoryTalk Services Platform
„
RSLinx Classic Lite
„
RSLinx Enterprise
If you already have the CPR 9 version of these products installed, you do not need to
reinstall them or upgrade them. FactoryTalk AssetCentre works with both CPR 9 and
CPR 9 SR 1 versions of these products.
If you want to upgrade them to CPR 9 SR 1, you must do so manually by running
setup.exe for the product on the installation disc. We recommend that you do this before
installing FactoryTalk AssetCentre.
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
If you do not have these products installed, FactoryTalk AssetCentre will automatically
install the CPR 9 SR 1 version.
An optional upgrade is also provided for RSLogix 500, available on the FactoryTalk
AssetCentre installation disc.
Location of upgrade setup files
The setup files for the optional upgrades are available on the FactoryTalk AssetCentre
installation disc.
This product’s setup.exe file
Is located in this folder
FactoryTalk Activation
CPR9 SR1\FTActivation\autorun.exe
FactoryTalk Services Platform
CPR9 SR1\Server\Packages\ClientPrep\
FTAP\setup.exe
RSLinx Classic Lite
CPR9 SR1\Server\Packages\ClientPrep\
RSLinxClassic\setup.exe
RSLinx Enterprise
CPR9 SR1\Server\Packages\ClientPrep\
RSLinxEnterprise\setup.exe
RSLogix 500
Additional Software\Rockwell CPR9\
RSLogix 500\setup.exe
About the documentation set (or, Where do I start?)
The documentation set includes:
„
FactoryTalk AssetCentre Installation Guide (Document ID FTAC-IN002C-EN-E).
Use this manual to install the FactoryTalk AssetCentre system.
„
Online help. Use the comprehensive online help for assistance while using the
FactoryTalk AssetCentre system. For information about getting started, see the help
topic Quick Start, on the Help menu.
About this book
This book is written for FactoryTalk AssetCentre administrators and IT professionals. To
perform many of the tasks described in this book, you need to log on to the computers
onto which you are installing software as an Administrator (or log on using an account
that has administrative privileges).
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We assume you are familiar with:
„
Microsoft® Windows® operating systems including basic Windows networking and
administration tasks
„
Microsoft SQL Server
„
RSLinx™ communication software
„
Rockwell Software programming tools for programmable logic controllers
„
control networks such as DeviceNet and programmable logic controllers such as
PLC-5® processors
Please use the feedback form, which you will find packaged with your software, to report
errors and to let us know what information you would like to see added in future editions
of this manual.
The components of FactoryTalk AssetCentre
There are three primary components of a FactoryTalk AssetCentre system:
„
FactoryTalk AssetCentre server, which controls the rest of the system and governs
its operations. The server requires Microsoft SQL Server 2005 (SP1 or later) or
Microsoft SQL Server 2000 (SP4 or later) to function. The SQL Server is typically on
the same computer as the FactoryTalk AssetCentre server. The instructions in this
manual are written for that case, although the SQL Server could be installed on a
different computer.
„
FactoryTalk AssetCentre clients, which permit users to configure and use the server,
view logged events, and perform other tasks associated with the software. The client
can be installed on any computer that:
„
„
is capable of running the client software (see “Client and agent computer
requirements” on page 5).
„
is connected to the FactoryTalk AssetCentre server.
FactoryTalk AssetCentre agents, which are programs that perform certain scheduled
operations, such as Disaster Recovery and searches. Agents run independently of the
server and independently from each other—users schedule operations and the agents
perform them at the scheduled time. By spreading the processing load over multiple
computers, FactoryTalk AssetCentre agents speed up operations. When a server needs
a scheduled operation to begin, it tries to locate an available computer running the
appropriate agent to perform that task. When it locates an agent to perform the task, it
assigns the task to that agent. When the agent has completed the task, the agent reports
back to the server that the task is done.
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
Agents can be installed on any computer that:
„
is capable of running the agent software (see “Client and agent computer
requirements” on page 5).
„
is connected to the FactoryTalk AssetCentre server.
When the system needs to run a schedule it searches the network for an available agent to perform that
function.
System requirements
Server computer requirements
FactoryTalk AssetCentre server computers must meet the following minimum
requirements. Note that FactoryTalk AssetCentre does not support 64-bit Windows
operating systems. Only 32-bit versions of Windows operating systems are supported.
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The operating system can be in English, Portuguese, French, Spanish, Italian, German,
Japanese, Korean, or Chinese.
Note that some FactoryTalk AssetCentre capabilities can only be supported on an English
language operating system. At this time, only the Calibration Management capability requires an
English language operating system.
Hardware
„
Server class computer with 1.8 GHz or higher
processor clock speed recommended.
„
CD-ROM or DVD drive
„
1 GB of RAM (more, depending on application
requirements)
„
3 GB of free hard disk space (more, depending
on application requirements), and an additional
100 GB of free hard disk space for data (10 GB
additional free space for data is acceptable if
SQL Server will be on a separate computer)
„
Graphics adapter capable of a minimum
resolution of 1024 x 768 pixels
„
Keyboard and pointing device (mouse)
„
Network adapter card
Software
„
Microsoft Windows Server 2003 with Service
Pack 1 or higher or
Microsoft Windows 2000 Server with Service
Pack 4 or higher.
„
Microsoft SQL Server 2005 with Service Pack
1 or higher (we recommend the most recent
service pack) or
Microsoft SQL Server 2000 with Service Pack
4 or higher. (The SQL Server can be on a
different computer than the FactoryTalk
AssetCentre server.)
Microsoft Corporation strongly recommends the use of a RAID-5 system for computers running
SQL Server 2000 or SQL Server 2005.
Client and agent computer requirements
Computers running the FactoryTalk AssetCentre client or agents must meet the following
minimum requirements. Note that FactoryTalk AssetCentre does not support 64-bit
Windows operating systems. Only 32-bit versions of Windows operating systems are
supported. The operating system can be in any language.
Note that some FactoryTalk AssetCentre capabilities can only be supported on an English
language operating system. At this time, only the Calibration Management capability requires an
English language operating system.
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
Hardware
Software
„
PC with 1.8 GHz or higher processor
clock speed recommended. Intel
Pentium/Celeron family, or AMD
K6/Athlon/Duron family, or compatible
processor recommended
„
512 MB of RAM (more, depending on
application requirements)
„
3 GB of free hard disk space (more,
depending on application requirements) „ Microsoft Internet Explorer Web browser,
version 6.0 or higher
Graphics adapter capable of a minimum
„ Optional. RSLogix 5 or RSLogix 500 version
resolution of 1024 x 768 pixels
7.30 or higher, or RSLogix 5000 version 12 or
Keyboard and pointing device (mouse) higher, or any other version released as part of
CPR 9 or CPR 9 SR 1.*
Network adapter card
„
„
„
„
Windows XP Professional (with Service Pack
2 or higher) or
Windows 2000 Professional (with Service
Pack 4 or higher) or
Windows 2000 Server (with Service Pack 4 or
higher) or
Windows Server 2003 Standard Edition (with
Service Pack 1 or higher)
„
RSLinx Enterprise version 5.00.00 or higher if
your system includes PanelView Plus operator
interfaces**
„
FactoryTalk View ME for agents if your
system includes PanelView Plus operator
interfaces**
*To take advantage of security, the FactoryTalk AssetCentre client or agent should be installed on each
computer running your RSLogix programming software.
To take advantage of auditing, the FactoryTalk AssetCentre client should be installed on each computer
running your RSLogix programming software.
For Disaster Recovery functions, the appropriate RSLogix programming software for your devices MUST
be installed on the agent computer.
To edit the file and data settings for a compare operation for PLC-5, SLC 500, or MicroLogix processors,
you must have RSLogix 5 or RSLogix 500 software installed on the client computer.
** RSLinx Enterprise is included as part of the FactoryTalk AssetCentre install. FactoryTalk View ME is a
separate installation, not included in FactoryTalk AssetCentre.
Network requirements
Your Microsoft Windows network must use the TCP/IP protocol.
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If you use a firewall, you must configure the firewall to permit traffic on the following
ports:
This port:
is used for:
TCP port 25
SMTP mail
TCP port 80
Standard WWW port
TCP port 135
Remote Process Calls
TCP port 139
File and printer sharing
TCP port 445
File and printer sharing
TCP port 1433
Communications to SQL Server
TCP ports 7002 - 7004
FactoryTalk AssetCentre
UDP port 137
File and printer sharing
UDP port 138
File and printer sharing
UDP port 1434
Browsing for SQL Servers
UDP port 21060
Rockwell Automation Trace Diagnostics
UDP port 21061
Rockwell Automation Trace Diagnostics
Some of these ports may vary on your network. Work with your network administrators to
determine the correct port numbers to open.
You may need to open ports for other Rockwell Automation products as well. See
“Additional ports you may have to open” on page 79.
About the installation process
Installing FactoryTalk AssetCentre software is a multiple-part process.
1. Install the prerequisite software for the FactoryTalk AssetCentre server.
2. If you have purchased the Calibration Management capability, install the ProCalV5
server.
3. Install the FactoryTalk AssetCentre server.
4. Install FactoryTalk AssetCentre clients.
5. If you have purchased the Calibration Management capability, install the ProCalV5
clients.
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
6. Install FactoryTalk AssetCentre agents.
7. Configure users and security.
The following chapters guide you through these tasks.
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2
Converting an RSMACC system
This chapter explains the process for upgrading your RSMACC™ Change Management
system to FactoryTalk AssetCentre. If you want to upgrade an RSMACC Network Health
or Enterprise Online Condition Monitor (EOL) system, contact your local Rockwell
Automation office. You must have RSMACC version 1.05 or later to upgrade to
FactoryTalk AssetCentre.
Do not attempt to run any RSMACC components along with any FactoryTalk AssetCentre
components on the same computer. This may lead to unexpected results.
The conversion path outlined in this chapter makes the following assumptions:
„
That you are installing FactoryTalk AssetCentre for the first time. (That you did not
have a test system running first, or that your test system is completely isolated from
your production system.)
„
That you are using the same client computers that you had with RSMACC. You may
also be adding more client computers to the system.
„
That you are installing the SQL database on the same computer as the FactoryTalk
AssetCentre server software. (They can be installed on separate computers.)
About migrating the databases
RSMACC uses three databases to store data:
„
Event and Audit
„
Archive (only with the RSMACC Change Management solution)
„
Diagnostics and Health (only with the RSMACC Network Health solution)
FactoryTalk AssetCentre combines these databases into one unified database (called
AssetCentre). A database migration tool is provided with the FactoryTalk AssetCentre
server software to make migration as easy as possible. Because the equivalent of the
RSMACC Network Health solution is not included in FactoryTalk AssetCentre version
2.21.01, Diagnostics and Health information will only be logged if RSNetWorx MD is
installed on your system. Otherwise, only the information imported from RSMACC will
appear in the AssetCentre database.
When the Archive database is imported into FactoryTalk AssetCentre, the creation
timestamp for imported labels reflects the time the asset was created (rather than the time
the label was added). For example if a file in the RSMACC system was created on
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
7/18/2006 1:47PM, all the imported labels will show a date and time of 7/18/2006
1:47PM even though the labels were created some time after that. The imported Archive
history and Audit trail correctly reflect the historic label creation date.
Migrating from RSMACC Change Management to FactoryTalk
AssetCentre
During the migration process you will uninstall RSMACC, back up the RSMACC SQL
databases, install FactoryTalk AssetCentre, and migrate the RSMACC databases to
FactoryTalk AssetCentre. The steps below provide more detailed instructions. Be aware
that there will be a period of time during the migration process during which no data will
be logged to either the RSMACC databases or the FactoryTalk AssetCentre database.
1. Have all users check in their files to the RSMACC Archive module.
2. Optional. You may wish to purge old data that is no longer needed before continuing.
‡
To purge old Archive data, use the RSMACC Archive Cleanup Utility in the
RSMACC Archive Administration Utility. The RSMACC Archive Administration
Utility can be found in the Rockwell Software > RSMACC Server program group
on your RSMACC server computer. For instructions, see the online help in the
RSMACC Archive Administration Utility.
‡
To remove old data from the RSMACC Event and Audit database, use the
RSMACC Event and Audit Database utility. The RSMACC Event and Audit
Database utility can be found in the Rockwell Software > RSMACC Server
program group on your RSMACC server computer. For instructions, see the
online help in the RSMACC Event and Audit Database utility.
3. Optional. You may wish to make notes on the schedules that you have set up in the
RSMACC Verification module. These schedules will not migrate over to FactoryTalk
AssetCentre and will have to be recreated.
4. Shut down the RSMACC client software as well as other Rockwell Automation
software such as RSLogix 5 on all RSMACC client computers.
5. Use the Windows Add or Remove Programs utility to uninstall the RSMACC client
and related software from the RSMACC client computers and from the RSMACC
server if you have it installed there. Uninstall the software in the following order:
a. Uninstall the RSMACC Change Management Client software.
b. Uninstall the RSMACC Client Core software.
c. Uninstall the Security Server Client software. If you have other products that still
use RSSecurity, you can install the RSSecurity Emulator. For help on installing the
RSSecurity Emulator, refer to the RSSecurity Migration help, which can be found
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via the Help button in the Import RSSecurity Configuration tool. The Import
RSSecurity Configuration tool can be found in the Rockwell Software >
FactoryTalk Tools program group.
From this point, until step 10, no event, audit, or device health information will be logged. If a
user were to open a Rockwell Software program, for example to make edits to a ladder logic
program, no event or audit information would be logged.
6. On the RSMACC server computer, stop and disable the following services:
‡
RSMACC Verification Service
‡
RSMACSM (the Service Monitor Service)
7. Uninstall RSMACC server software from all computers on which it resides.
a. Uninstall the RSMACC Verification Module.
b. Uninstall the RSMACC Change Management Module Server.
c. Uninstall the RSMACC Server.
8. Using Microsoft SQL Server 2000 Enterprise Manager, back up your RSMACC
databases. (See your Microsoft SQL Server 2000 documentation for information
about backing up databases.)
9. Optional. If upgrading your Microsoft SQL Server software, do that now.
10. Install FactoryTalk AssetCentre as instructed in:
„
Chapter 4 “Installing the FactoryTalk AssetCentre server” beginning on page 15.
„
Chapter 5 “Installing FactoryTalk AssetCentre clients” beginning on page 37.
„
Chapter 6 “Installing FactoryTalk AssetCentre agents” beginning on page 47.
The FactoryTalk AssetCentre system is now logging system events and audits.
11. Migrate the RSMACC databases to the FactoryTalk AssetCentre database. On the
FactoryTalk AssetCentre server computer, select Start > All Programs > Rockwell
Software > FactoryTalk AssetCentre Server > Database Migration Wizard.
Follow the instructions in the wizard to migrate the data.
For the Event, Audit, and Diagnostics and Health databases, migrated data simply
shows up in the logs in the FactoryTalk AssetCentre client along with new data. For
the RSMACC Archive database, migrated data is displayed in a separate folder in the
asset tree in FactoryTalk AssetCentre. One of the first things you’ll do in FactoryTalk
AssetCentre is to set up the asset tree to represent your plant. To incorporate the
migrated data into your newly designed asset tree, see step 15 on page 12.
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12. Use the FactoryTalk Administration Console to configure users and computers for
FactoryTalk AssetCentre and to set feature security. See Chapter 7, “Configuring
FactoryTalk AssetCentre” beginning on page 61.
Never explicitly deny rights to the All Users or Administrators group in FactoryTalk. Rather,
set up specific user groups of your own and deny rights to those groups. Denying rights to the
All Users or Administrators groups could lock everyone including administrators out of the
system or remove the ability to modify security settings. This could also deny rights in all
FactoryTalk-enabled products using FactoryTalk Services Platform version 2.00 (CPR 7),
version 2.10.00 (CPR 9), or version 2.10.01 (CPR 9 SR 1).
13. Migrate and remove RSSecurity Server. See the RSSecurity Migration online help for
instructions.
a. Backup the RSSecurity database.
b. On the FactoryTalk Directory computer use the Import RSSecurity Configuration
tool to import your RSSecurity database into the FactoryTalk Directory. The
Import RSSecurity Configuration tool can be found in the Rockwell Software >
FactoryTalk Tools program group.
c. If you have other products that still require RSSecurity, you can install the
RSSecurity Emulator. For help on installing the RSSecurity Emulator, refer to the
RSSecurity Migration help, which can be found via the Help button in the
RSAssetSecurity Import tool.
d. Use Add or Remove Programs to uninstall Security Server Network Edition.
14. Use the instructions in the online help to set up the asset tree (design it and add assets)
in the FactoryTalk AssetCentre client software. You can use any client in the system to
do this.
15. Associate device files formerly stored in the RSMACC Archive module with devices
in the asset tree in FactoryTalk AssetCentre. When you migrated the RSMACC
database, a folder called “File Repository (Imported from RSMACC)” was added to
the asset tree. This folder contains all the files and folders that you had in the
RSMACC Archive module. For each device in the tree, move the associated files from
the imported File Repository folder to the device in the asset tree. Then open the
device’s properties and specify that file in the Configuration Data field. See the online
help for detailed instructions on editing an asset’s properties.
16. Recreate the schedules that you had set up in RSMACC. For instructions, in the
FactoryTalk AssetCentre client select Help > Contents and open the Schedules Disaster Recovery book.
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3
Upgrading FactoryTalk AssetCentre from
v. 2.00 (CPR 7) to v. 2.21.01 (CPR 9 SR 1)
FactoryTalk AssetCentre v. 2.21.01 relies on FactoryTalk Services Platform 2.10.00 or
2.10.01. To upgrade FactoryTalk AssetCentre, you must also upgrade from FactoryTalk
Automation Platform 2.00. This is automatically taken care of in the FactoryTalk Services
Platform portion of the FactoryTalk AssetCentre installation. Other FactoryTalk-enabled
products must also be upgraded to their CPR 9 versions. A list of products requiring an
upgrade is provided during the FactoryTalk Services Platform installation.
When you upgrade a computer from FactoryTalk Automation Platform 2.00 (CPR 7) to
FactoryTalk Services Platform 2.10.00 (CPR 9) or 2.10.01 (CPR 9 SR 1), the installation
process automatically creates a backup of your existing FactoryTalk Directory
configurations. If something goes wrong during the installation, you can restore the
system from this backup. Information about the location of the backup files is provided
during installation.
In addition, while the installation process updates each directory with support for new
policy settings and new features, it leaves your original directory configurations intact. It
does not change your existing policy or security settings. For details, see FactoryTalk
Security Help.
Upgrading to CPR 9 SR 1
It is very important that FactoryTalk AssetCentre 2.00 be removed from ALL client and agent
computers BEFORE uninstalling the FactoryTalk AssetCentre 2.00 software from the server.
To upgrade FactoryTalk AssetCentre:
1. Uninstall FactoryTalk AssetCentre from the clients and agents using Add or Remove
Programs from the Windows Control Panel.
On this computer…
Remove these components…
Clients
FactoryTalk AssetCentre Client
FactoryTalk AssetCentre Common Components
Agents
FactoryTalk AssetCentre Agent
FactoryTalk AssetCentre RA Disaster Recovery Agent
FactoryTalk AssetCentre Common Components
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2. Uninstall FactoryTalk AssetCentre from the server using Add or Remove Programs
from the Windows Control Panel.
On this computer…
Remove these components…
Server
FactoryTalk AssetCentre Server
FactoryTalk AssetCentre Common Components
3. Install FactoryTalk AssetCentre according to the instructions in Chapters 4 through 6.
During the FactoryTalk Services Platform portion of the installations, FactoryTalk
will be upgraded and a message will inform you of other Rockwell Software products
that rely on FactoryTalk Services Platform and need to be updated.
4. Upgrade your other FactoryTalk-enabled products according to the instructions
provided with each product.
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4
Installing the FactoryTalk AssetCentre
server
If you have an RSMACC system, read Chapter 2, “Converting an RSMACC system,” before
continuing.
IMPORTANT: If you are using a firewall (such as the Windows Firewall), you must manually
permit File and Printer Sharing through your firewall. Consult the documentation for your
firewall software for instructions. You must also open Port 80 (or whatever port is used for HTTP).
Setting up the FactoryTalk AssetCentre server requires installing and configuring several
software packages. These are listed on the FactoryTalk AssetCentre installation menu.
The server installation step in the menu launches a series of software installations and
utilities as illustrated in the diagram below. The yellow numbers in the diagram show the
order of the steps.
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For information on installing this software:
See page:
3) Microsoft Internet Information Services (IIS), version 5.0 or higher
17
4) Microsoft SQL Server 2005 SP 1 or higher (recommended)
18
or Microsoft SQL Server 2000 SP 4 or higher
75
5) FactoryTalk Activation
23
6) FactoryTalk AssetCentre server software
27
If you have purchased the Calibration Management capability for FactoryTalk
AssetCentre, you must also install the ProCalV5 server software on the FactoryTalk
AssetCentre server computer. This step comes after you have installed IIS and the
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Microsoft SQL Server. You can also install the ProCalV5 server software after the
FactoryTalk AssetCentre server software; however you will have to run the ProCalV5
Data Source Edit Wizard as described on page 36.
Installing Internet Information Services
Microsoft Internet Information Services (IIS) is provided with Windows 2000 Server and
Windows Server 2003. However, it is not installed by default. You must install this
software on the server before installing FactoryTalk AssetCentre server software.
You may want to run Windows Update to make sure you have the most recent IIS patches
before proceeding.
To install IIS:
1. Log on to the FactoryTalk AssetCentre server computer as an administrator (or a user
with administrative privileges).
2. Click Start > Settings > Control Panel to display the Windows Control Panel.
3. In the Control Panel, open Add or Remove Programs.
4. In the Add or Remove Programs application, click the Add/Remove Windows
Components icon. This starts the Windows Components Wizard.
5. For Windows Server 2003: In the Windows Components Wizard, click Application
Server, and then click Details. Select the box for Internet Information Services
(IIS). Click Internet Information Services (IIS), and then click Details. Make sure
the following boxes are checked, and then click OK.
„
Common Files
„
Internet Information Services Manager
„
SMTP Service (if you do not have another mail server that you are going to use)
„
World Wide Web Service
(If these boxes are already checked, cancel out of the Windows Components Wizard.
IIS is already installed.)
For Windows 2000 Server: In the Windows Components Wizard, select the box
next to Internet Information Services (IIS).
Click Internet Information Services (IIS), and then click Details. Make sure the
following boxes are checked, and then click OK:
„
Common Files
„
Internet Information Services Snap-In
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„
Internet Services Manager (HTML)
„
SMTP Service (if you do not have another mail server that you are going to use)
„
World Wide Web Server
(If the appropriate boxes are already checked, click Cancel. IIS is already installed.)
6. Click Next. Windows installs IIS. Windows may prompt you to insert your operating
system disc during the installation.
Optional: If you want to use a web site other than the “Default Web Site” for IIS, create that web
site now in Computer Management. Right-click My Computer, select Manage or
Administrative, then, under Services and Applications, click Internet Information Services
(IIS) Manager. For more information, see your Windows Server documentation.
Installing Microsoft SQL Server 2005
If you are converting from an RSMACC system, see Chapter 2, “Converting an RSMACC
system,” for the proper procedure. That chapter directs you to install SQL Server 2005 at the
appropriate time.
FactoryTalk AssetCentre uses a Microsoft SQL Server database to store project files and
user data. We recommend Microsoft SQL Server 2005 (Enterprise or Standard) for use
with FactoryTalk AssetCentre, although you can use Microsoft SQL Server 2000. If you
wish to install SQL Server 2000 instead, see Appendix A on page 75.
You may install SQL Server on the FactoryTalk AssetCentre server computer or on a
separate server computer. If you already have SQL Server 2005 installed, you can skip
these steps (however, you may need to reconfigure the SQL server).
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If you use an existing SQL Server installation:
The SQL Server collation must be dictionary-order, case-insensitive for use with
FactoryTalk AssetCentre software. If your existing SQL Server collation is casesensitive, the FactoryTalk AssetCentre database installation will fail. Follow the
directions here if your SQL Server collation is NOT dictionary-order, caseinsensitive.
„
If this SQL Server has no other databases on it:
Either: Uninstall SQL Server and reinstall it using the default collation in the
setup program. (This statement applies to English language Microsoft Windows
operating systems and SQL Server software. For other languages, be sure to
select a dictionary-order, case-insensitive collation when reinstalling.)
Or: Rebuild the master database using a dictionary-order, case-insensitive
collation. Refer to the SQL Server 2005 online books for instructions.
„
If this SQL Server has other databases on it, then setup or use another SQL Server
that is configured with a dictionary-order, case-insensitive collation.
If you have an MSDN subscription you can find more information at
http://msdn2.microsoft.com/en-us/library/ms143508.aspx, or search the Microsoft
MSDN site for SQL Server 2005 collation settings.
To install SQL Server 2005 so it is compatible with FactoryTalk AssetCentre server:
1. Log on to the server computer as an administrator or as a user with administrative
rights.
It is possible to install SQL Server 2005 on a different computer from the one on which you
install the FactoryTalk AssetCentre server software.
2. Start the SQL Server 2005 installation from the SQL Server 2005 discs.
3. Follow the on-screen instructions for installation until you get to the Components to
Install screen.
4. The Components to Install screen asks which components of SQL Server 2005 you
want to install. If you like, or if your business requires you to do so, you may install
the complete SQL Server 2005 installation.
If you want to install only those components necessary to run the FactoryTalk
AssetCentre server:
a. Click the Advanced button. This displays the Feature Selection screen.
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b. On the Feature Selection screen, click the icon for Database Services, and then
click Will be installed on local hard drive. Click the icon for Client
Components, and then click Will be installed on local hard drive.
You may also want to install the documentation component. The other icons
should have a red X indicating that they will not be installed.
c. Click the plus sign next to Database Services. Make sure the following are set to
install on the local hard drive:
‡
Data Files
‡
Replication
‡
Full-Text Search
‡
Shared Tools
d. Click the plus sign next to Client Components. Make sure the following are set to
install on the local hard drive:
‡
Connectivity Components
‡
Management Tools
‡
SQLXML Client Features
‡
Legacy Components
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e. Optional. Click the plus sign next to Documentation, Samples, and …. Make
sure SQL Server Books Online is set to install on the local hard drive.
f. Click Next.
5. The Services Accounts window of the installation program asks how you want to run
the services for the SQL Server. Select Use the built-in System account and select
Local System from the associated list.
You can run the SQL Server using a domain account. This can, however, complicate system
maintenance (for instance, when changing passwords). If you are not sure of the type of
account you should use for running the SQL Server, consult your network administrator.
6. In the Authentication Mode window, click Mixed Mode (Windows Authentication
and SQL Server Authentication). This means that both the SQL Server and the
Windows domain can authenticate users for the SQL Server.
FactoryTalk AssetCentre uses SQL Server authentication.
When you click Mixed Mode, fields open for entering the password for the sa (SQL
Server system administrator) account password. Do not forget the password. You
will need this password when you install the FactoryTalk AssetCentre server.
Do not leave the password blank. Doing so leaves your SQL Server and your computer open
to attack.
7. In the Collation Settings window, select SQL collations and then the dictionary-order,
case-insensitive collation option.
The collation settings must be case-insensitive! If the settings are case-sensitive, the
FactoryTalk AssetCentre database installation will fail.
8. Follow the on-screen instructions to complete the installation.
After you install Microsoft SQL Server 2005, you must install SQL Server 2005 Service
Pack 1 (or higher)! See below.
Installing Microsoft SQL Server 2005 Service Packs
After you install Microsoft SQL Server 2005, you must install SQL Server 2005 Service
Pack 1 or higher. The service pack is necessary for the software to run properly and
protects your SQL Server 2005 server from certain types of attacks.
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To obtain the service pack, go to the Microsoft website, www.microsoft.com, and search
for “SQL Server 2005 Service Pack.”
Minimum Microsoft SQL Server 2005 Permissions
The AssetCentreUser SQL user’s default database value can be “master” or
“AssetCentre.” By default, the database value is set to “AssetCentre.” The
AssetCentreUser SQL user needs to belong to the following AssetCentre database roles:
„
„
„
„
db_dataexecute
db_datareader
db_datawriter
public
The “db_dataexecute” database role is added to the FactoryTalk AssetCentre database at
install time. It is used to group Execute permissions of stored procedures and functions
within the AssetCentre database.
All of the user stored procedures and user functions in the FactoryTalk AssetCentre
database need to have the Execute permission granted to the “db_dataexecute” database
role.
Installing ProCalV5 server software
If you have purchased the Calibration Management capability for FactoryTalk
AssetCentre, you next install the ProCalV5 server software on the FactoryTalk
AssetCentre server computer. This step comes after you have installed IIS and the
Microsoft SQL Server software.
You can also install the ProCalV5 server software after the FactoryTalk AssetCentre
server software as described on page 35.
1. Start the ProCalV5 installation from the ProCalV5 disc.
2. Open and review the ProCalV5 Installation Guide, located on the ProCalV5 disc in
the Product_Documentation\Installation Guide directory (click Product
Documentation on the ProCalV5 install screen).
3. Follow the on-screen instructions for the installation.
FactoryTalk AssetCentre uses SQL Server authentication. Select SQL as the authentication
method for the ProCalV5 database.
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Installing FactoryTalk Activation
FactoryTalk AssetCentre software uses a software activation system called FactoryTalk
Activation and is activated on two criteria: capacity (number of devices) and capability
(purchased functions). Activation is required for the FactoryTalk AssetCentre server, but
not clients or agents.
„
Capacity is the number of device assets that can be represented in your FactoryTalk
AssetCentre software.
By default (and without activation), you are permitted to add up to ten devices or
process devices in your FactoryTalk AssetCentre software. Above that, the number of
devices and process devices you are permitted depends on the quantity of capacity
activation you have purchased. Only device and process device assets count for
capacity activation. You can add as many files, folders, file links, generic devices, and
generic containers as your system requires.
„
Capabilities are additional features you can add to enhance your FactoryTalk
AssetCentre system.
Currently, the only capabilities for purchase are:
„
Calibration Management
„
Disaster Recovery for Rockwell Devices
„
Disaster Recovery for ABB Robots
„
Disaster Recovery for Motoman Robots
„
Disaster Recovery for FANUC Robots
All of the other features of FactoryTalk AssetCentre are available by default. Other
capabilities will be available in future releases.
FactoryTalk AssetCentre clients do not require activation. All activations for FactoryTalk
AssetCentre are locked to the FactoryTalk AssetCentre server. If you add activations to
the system in the future, you will have to refresh activation.
To refresh activation:
1. On any computer with the FactoryTalk AssetCentre client software, select Help >
About.
2. In the Components list, select FactoryTalk AssetCentre Server Features, and then
click Refresh.
For more detailed information about activation for FactoryTalk AssetCentre, see the
online help. For more information about FactoryTalk Activation, see the “Activate
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FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
Rockwell Software Products” insert that came with your FactoryTalk AssetCentre
software or the online help for the FactoryTalk Activation tool.
You need an Internet connection to install activation. If you do not have an internet connection,
see the “Activate Rockwell Software Products” insert that came with your software.
Installing the FactoryTalk Activation server and activating the
software
The FactoryTalk Activation system uses an activation server to store and manage client
activations. You do not have to install the FactoryTalk Activation server on the same
computer that will run the FactoryTalk AssetCentre server.
If you already have a FactoryTalk Activation server in your facility, you can use that
server to activate FactoryTalk AssetCentre. If you use an existing FactoryTalk Activation
server, skip to “Installing the FactoryTalk Activation client and activating the software”
on page 25.
If you already have FactoryTalk Activation server CPR 9 installed on your computer and you
want to upgrade it to CPR 9 SR1, you must upgrade it manually from the installation disc, as
described on page 1.
To install the FactoryTalk Activation server:
1. Log on to the computer on which you want to install the software as an administrator
(or a user with administrative privileges).
2. Insert the FactoryTalk AssetCentre disc into your computer.
3. The installation program should start automatically. If it does not, open the
FactoryTalk AssetCentre disc in My Computer and then run the Setup.exe program.
4. Click Install FactoryTalk AssetCentre v. 2.21.01 CPR 9 SR 1.
5. Click Install FactoryTalk Activation Components.
6. Click Install FactoryTalk Activation Server 3.01 (CPR 9 SR 1). Follow the onscreen instructions to complete the server installation.
7. If the HASP Device Drivers Installation opens while you are installing the
FactoryTalk Activation server, click Next to continue the device driver installation.
Follow the on-screen instructions.
8. Continue following the instructions on the screen to complete the FactoryTalk
Activation server installation.
9. When the FactoryTalk Activation server installation is complete, follow the on-screen
instructions to obtain an activation.
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10. Once the Activation Wizard opens, you will proceed differently depending on whether
you are installing the FactoryTalk Activation server on the FactoryTalk AssetCentre
server computer or on a separate computer.
‡
If installing on separate computers, when the Activation Wizard opens, click
Cancel and exit both the wizard and the FactoryTalk Activation tool. Skip the
remaining steps below and go to “Installing the FactoryTalk Activation client and
activating the software” on page 25.
‡
If installing on the same computer, continue following the steps below.
11. If you have a dongle, attach it to the USB port of your computer. (FactoryTalk
Activation requires a specific USB dongle available from Rockwell Automation. The
part number is 9509-USBDONG.)
12. When the Activation Wizard opens, select the Use the Expert Interface to activate
multiple products check box on the first screen. This will allow you to get all the
activations you need for FactoryTalk AssetCentre at once: server activation, capacity
activation, and capability activations (such as Disaster Recovery for Rockwell
Devices). Continue following the instructions in the wizard to obtain your activations.
Do not lock activations to virtual network adapters, such as those used for virtual private
networks (VPN) or virtual machines. Instead, lock activations to the Host IDs of fixed
hardware devices, such as hardware network adapters or hard disk serial numbers.
Installing the FactoryTalk Activation client and activating the
software
FactoryTalk AssetCentre must be activated before you can use it. (For information on how
activation works with FactoryTalk AssetCentre, see “Installing FactoryTalk Activation”
on page 23.) Activation takes place through the FactoryTalk Activation client software.
If you...
Then...
have installed the FactoryTalk Activation server
software on your FactoryTalk AssetCentre server
computer
you do not need to install the FactoryTalk
Activation client. It was installed with the
server.
have installed the FactoryTalk Activation server on a you need to install the Activation client on the
FactoryTalk AssetCentre server computer.
different computer than your FactoryTalk
Proceed with the steps below.
AssetCentre server computer
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If you...
Then...
already have the correct version of the FactoryTalk
Activation client on your FactoryTalk AssetCentre
server computer.
you do not need to install it again. Open the
Activation Wizard to activate your software.
To open the Activation Wizard:
(If you have already installed the correct version of
the client, the Welcome screen of the FactoryTalk
Activation client installation program will say, “The
InstallShield(R) Wizard will allow you to modify,
repair, or remove FactoryTalk Activation client.” If
you see those options, you can cancel the
installation.)
„
Run the FactoryTalk Activation Tool from
the Rockwell Software > FactoryTalk
Activation program group.
„
Select the Get Activations tab.
„
Click Open Activation Wizard.
To install the FactoryTalk Activation client:
1. Log on to the computer on which you want to install the software as an administrator
(or a user with administrative privileges).
2. Insert the FactoryTalk AssetCentre disc into your computer.
3. The installation program should start automatically. If it does not, open the
FactoryTalk AssetCentre disc in My Computer and then run the Setup.exe program.
4. Click Install FactoryTalk AssetCentre v. 2.21.01 CPR 9 SR 1.
5. Click Install FactoryTalk Activation Components.
6. Click Install FactoryTalk Activation Client 3.01 (CPR 9 SR 1). Follow the onscreen instructions to complete the client installation.
If the HASP Device Drivers Installation opens while you are installing the
FactoryTalk Activation client, click Next to continue the device driver installation.
7. Continue following the instructions on the screen to complete the FactoryTalk
Activation client installation.
8. When the FactoryTalk Activation server installation is complete, follow the on-screen
instructions to obtain an activation.
9. Once the Activation Wizard opens, use the wizard to obtain your FactoryTalk
AssetCentre activations. Because you most likely need multiple activations for
FactoryTalk AssetCentre (server activation, capacity activation, and capability
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activation), select the Use the Expert Interface to activate multiple products check
box on the first screen of the Activation Wizard.
Do not lock activations to virtual network adapters, such as those used for virtual private
networks (VPN) or virtual machines. Instead, lock activations to the Host IDs of fixed
hardware devices, such as hardware network adapters or hard disk serial numbers.
Installing FactoryTalk AssetCentre server software
FactoryTalk AssetCentre works with either FactoryTalk Services Platform 2.10.00
(CPR 9) or 2.10.01 (CPR 9 SR 1). If you already have the CPR 9 version installed, you do
not need to reinstall FactoryTalk Services Platform. If you do not have FactoryTalk
Services Platform installed, FactoryTalk AssetCentre will install the CPR 9 SR 1 version.
If you already have the CPR 9 version installed and you wish to upgrade to the
CPR 9 SR 1 version, you must manually upgrade it from the installation disc, as described
on page 1. We recommend that you perform the upgrade before you begin installing the
FactoryTalk AssetCentre server.
If you are also installing FactoryTalk AssetCentre client or agent on the server computer, and you
want to use the CPR 9 SR 1 version of RSLinx Enterprise, you must also use the CPR 9 SR 1
version of FactoryTalk Services Platform.
If you already have the CPR 9 version of FactoryTalk AssetCentre server installed, it will
be automatically upgraded to CPR 9 SR 1 in the steps that follow.
To install the FactoryTalk AssetCentre server software:
1. Log on to your server computer as an administrator or as a user with administrative
privileges.
2. Insert the FactoryTalk AssetCentre installation disc into your computer.
3. The setup program should start automatically. If it does not, open the FactoryTalk
AssetCentre disc in My Computer and then run the Setup.exe program.
4. Click Install FactoryTalk AssetCentre v. 2.21.01 CPR 9 SR 1.
5. Click Install FactoryTalk AssetCentre Server.
6. The Install FactoryTalk AssetCentre Server window opens. The installer searches the
computer for required components and displays the results in this window. The
installer will not attempt to install components that already exist on the computer.
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Components that will be installed are indicated with a computer icon and a checked
box. You cannot select or clear the check boxes in this window.
If you see a red “X” next to one or more components, this means that the installer cannot
determine whether the component should be installed. Contact Technical Support using the
contact information provided on the copyright page at the beginning of this guide.
Click Start to begin the installation process.
7. Follow the on-screen installation instructions for the components that need to be
installed.
The installation of some components may require you to restart your computer. If this is the
case and the setup program has not finished installing all of the necessary components, the
setup program will restart the next time you log on to your computer.
The following components are checked for and installed or configured during the server
installation:
„
Windows Installer 3.1 v2.
„
Microsoft .NET Framework. The FactoryTalk AssetCentre server requires that
Microsoft .NET Framework versions 1.1 (with Service Pack 1) and 2.0 be installed on
your computer. If these components are not already installed on your computer, the
setup program will install them.
„
FactoryTalk Services Platform 2.10.00 (CPR 9) or 2.10.01 (CPR 9 SR 1). See
“Installing FactoryTalk Services Platform,” next.
„
Check and Configure FTSP. This occurs during the FactoryTalk Services Platform
installation. See the substeps in step 4 on page 29.
„
FactoryTalk AssetCentre Server. See “FactoryTalk AssetCentre server installer” on
page 30.
„
FactoryTalk AssetCentre Setup Programs. See “FactoryTalk AssetCentre Client
Package installer” on page 32.
„
FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre
Common Components installer” on page 33.
„
FactoryTalk AssetCentre Calibration Management Server. See “FactoryTalk
AssetCentre Calibration Management Server installer” on page 34.
„
Launch Rockwell Windows Firewall Configuration Utility. See “Using the
Windows Firewall Configuration Utility” on page 34.
The following sections provide more information about installing these components.
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Installing FactoryTalk Services Platform
See “Installing FactoryTalk AssetCentre server software” on page 27 for the steps to get to this
part of the installation.
FactoryTalk AssetCentre depends on the Rockwell Software FactoryTalk Services
Platform to function. If the platform is not installed on your computer (or if the correct
version is not installed), the setup program will install it. If you have a previous version of
the platform installed, you may need to uninstall it before continuing (the setup program
will inform you if this is the case).
By default, all members of the Administrators group on the computer on which you are
installing the FactoryTalk Services Platform are added to the Administrators group in the
FactoryTalk Directory.
1. Follow the on-screen instructions to install the platform. If FactoryTalk Services
Platform 2.10.00 or 2.10.01 is already installed on your computer, go to step 4.
2. When you are asked whether you want to install the FactoryTalk Administration
Console, be sure the check box is selected (you will need the console to help you
configure the FactoryTalk Directory). Continue to follow the on-screen instructions.
3. Click Finish on the InstallShield Wizard for FactoryTalk Services Platform.
Respond to the FactoryTalk Directory Server Configuration window, explained in step 4, with
care. Correctly identifying the FactoryTalk Directory is essential to a properly functioning
system.
4. The FactoryTalk Directory Server Configuration window asks if the computer on
which you are installing the software is also the computer that will be the FactoryTalk
Directory server. If this is the case, click Continue and go on to step 5. If the
FactoryTalk Directory server is on a different computer, click Select FactoryTalk
Directory Server and continue with the instructions below.
a. The utility may ask you to log on to FactoryTalk. Log on with your Windows
administrator username and password. (As mentioned earlier, members of the
Windows Administrators user group were automatically added to the FactoryTalk
Directory.)
b. In the FactoryTalk Directory Server Location Utility window, note the name in the
Computer hosting directory server field. (Most likely, this field will contain
localhost, which is correct only if you are using the computer that actually is the
FactoryTalk Directory Server.) If the name in the field is not the name of your
FactoryTalk Directory Server, click the browse button next to the field.
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c. In the next window, select Remote computer. Type the name of your FactoryTalk
Directory Server in the field, or click the browse button next to the field to browse
for the server.
d. Once you have the name of the FactoryTalk Directory Server in the field, click
OK, and then click OK again.
e. If you chose a different computer to be the FactoryTalk Directory Server, you will
see a window saying that you will need to restart your computer. Click OK. The
software attempts a connection to the FactoryTalk Directory Server. You may be
asked to log on to the server. If you are, enter the username and password for a
Network Directory server administrator on the FactoryTalk Directory
Server, and then click OK.
5. When you see a checklist window showing that the FactoryTalk Services Platform
components were all installed and configured, click Continue. This will proceed to
the next segment of the FactoryTalk AssetCentre server installation.
FactoryTalk AssetCentre server installer
See “Installing FactoryTalk AssetCentre server software” on page 27 for the steps to get to this
part of the installation.
After the setup program checks your FactoryTalk Services Platform installation, it starts
the installation for the FactoryTalk AssetCentre server software.
If you have a firewall (such as the Windows Firewall) installed on your server computer, you may
see warnings that the Scheduler Service and trace diagnostics are being blocked. For
FactoryTalk AssetCentre to function correctly, you must unblock traffic for these services.
To install the FactoryTalk AssetCentre server:
1. Follow the on-screen instructions.
2. If you have created another web site for IIS (see page 18), you will see a Select Web
Site dialog box. Select the web site you want to use, and then click OK.
3. The Database Installer utility opens. This utility installs the FactoryTalk AssetCentre
database. Specify the location of the database server and the SQL Server administrator
username and password.
If you see an error message about invalid SQL collation, you will need to fix the SQL Server
collation before continuing with the FactoryTalk AssetCentre installation. See “SQL collation error
encountered during database installation” on page 67.
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a. By default, the server location is set to (local). There are instances where this is
not the correct setting.
If you installed the SQL Server software
here
In the default location (the computer running
the FactoryTalk AssetCentre server
software) and default (local) instance.
On a different computer than will run the
FactoryTalk AssetCentre server software but
in the default (local) instance.
On a named instance of SQL Server
(whether or not you installed the SQL Server
on the same computer where you are
installing the FactoryTalk AssetCentre
server software).
Then enter this in the Server field
Leave the setting as it is (local).
The name or IP address of the computer on
which you installed the SQL Server.
The name or IP address of the server and
the instance where you installed the SQL
Server. For example, if you installed the
database on a computer called
MYSERVER and named the instance
MYINSTANCE, you would type
MYSERVER\MYINSTANCE in the field.
b. For the user credentials, the utility is looking for the system administrator account
(sa) you created when you installed the SQL Server. Type sa in the Username
field, and the password for the sa account in the Password field. If someone else
installed SQL Server, get the correct administrator username and password.
c. Click Start.
FactoryTalk AssetCentre installs the database.
4. The Database User Configuration utility opens. Create a database user for the
FactoryTalk AssetCentre software to use to access the database.
a. You can accept the information provided or enter a different username and
password, then click OK.
If you provide a username and password, provide a SQL user account, not a
Windows user account.
b. After you click OK, the software asks if you want to create a new login for the
database. Click Yes.
c. After running the Database User Configuration utility, the software may ask you to
log on to FactoryTalk. If so, log on using a FactoryTalk Administrator account.
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5. The Configure Server Settings utility opens. Configure the port and e-mail settings
that specify how the FactoryTalk AssetCentre Server software communicates with
other computers.
This setting:
Does this:
Server Location
Sets the name of the FactoryTalk AssetCentre server computer. Change
this setting only if you want to move the server to another computer.
Base IP Port
Sets the Internet Protocol (IP) port that the FactoryTalk AssetCentre
Scheduler Service will use. By default, this port is 7002. The system
uses the base port, plus the next two consecutive ports. So by default
7002 to 7004 are reserved. If you specify 7000, for example, 7000
through 7002 would be reserved.
SMTP Server
Specifies the SMTP (Simple Mail Transport Protocol) address of your
outgoing SMTP (e-mail) server. For example, mailrelay.myplant.com.
The domain provided here (myplant.com in the example above) is used
to form the address from which e-mail notifications from FactoryTalk
AssetCentre will be sent. The “From” e-mail address will be
[email protected]
If you do not know the name of your SMTP server, consult your
network administrator.
SMTP Server IP Port
Sets the IP port used to communicate with your SMTP server. By
default, this port is 25. Some facilities use a different port. If you do not
know your SMTP port number, consult your network administrator.
If you use a port other than 25 and are using a firewall, you’ll have to
also open that port in your firewall.
6. When the settings are as desired, click OK.
7. If you see messages indicating that the firewall has blocked a program, select
Unblock on each message.
8. On the final page of the FactoryTalk AssetCentre Server InstallShield Wizard, click
Finish.
FactoryTalk AssetCentre Client Package installer
See “Installing FactoryTalk AssetCentre server software” on page 27 for the steps to get to this
part of the installation.
The Client Package installer creates a shared directory used by the install webpage to
install the FactoryTalk AssetCentre client and FactoryTalk AssetCentre agent. This allows
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you to install FactoryTalk AssetCentre clients and agents on a remote machine without the
installation disc. Instead, you can install the software through Internet Explorer.
To install the Client Package:
1. Follow the on-screen instructions.
FactoryTalk AssetCentre Common Components installer
See “Installing FactoryTalk AssetCentre server software” on page 27 for the steps to get to this
part of the installation.
To install the common components:
1. Follow the on-screen instructions.
2. When asked to restart your computer, click Yes. You must restart the computer before
you run the FactoryTalk AssetCentre server.
3. If you see messages indicating that the firewall has blocked a program, select
Unblock on each message.
Depending on the speed of your computer, you may see the Install FactoryTalk AssetCentre
server window for a moment after you restart and log back onto your server computer. This
behavior is normal (the installation program is designed to check to see if everything is
installed correctly before proceeding).
AFTER
REBOOTING
The installation software will initiate each component install again in sequence beginning
with the FactoryTalk Services Platform. You can cancel the installation for all components
that you have already installed. The list below provides a step-by-step sequence to cancel
all installs that have been completed to this point. What you see may vary depending on
your particular system.
1. Click Start on the Install FactoryTalk AssetCentre Server window.
2. Depending on your FactoryTalk Directory setting, you may see the stop sign window
again about how to set the FactoryTalk Directory. See step 4 on page 29 to make the
appropriate choice.
3. Click Continue on the Check FactoryTalk Services Platform Configuration window.
4. The Client Package Installer window opens. You do not need to create the Client
Package again; click Cancel.
5. Click Start on the Install FactoryTalk AssetCentre Server window.
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FactoryTalk AssetCentre Calibration Management Server
installer
See “Installing FactoryTalk AssetCentre server software” on page 27 for the steps to get to this
part of the installation.
The FactoryTalk AssetCentre Calibration Management Server must be installed in the same
folder as the FactoryTalk AssetCentre Server.
To install the Calibration Management server:
1. Follow the on-screen instructions.
2. After you install the FactoryTalk AssetCentre Calibration Management Server, the
ProCalV5 Connection Installer window opens. This step installs the database
connection for ProCalV5. Provide this information from the ProCalV5 server
installation:
„
The name of the SQL server for the ProCalV5 database.
„
The ProCalV5 SQL Server login name (default is pcV5us01) and password.
„
The name of the ProCalV5 SQL database.
If you have not installed the ProCalV5 server software, click Skip. You can install the ProCalV5
software after installing the FactoryTalk AssetCentre server software, and then create the
ProCalV5 connection (as described on page 35).
3. Click Finish.
Using the Windows Firewall Configuration Utility
See “Installing FactoryTalk AssetCentre server software” on page 27 for the steps to get to this
part of the installation.
If you have a firewall other than Windows Firewall, use the information in “Network requirements”
on page 6 and “Additional ports you may have to open” on page 79 to configure your firewall to
allow communication through the appropriate ports and with specific processes.
IF
YOUR OPERATING SYSTEM IS
WINDOWS SERVER 2003 SP 1
OR HIGHER
This operating system supports Windows Firewall. The Windows Firewall Configuration
Utility runs whether you are using the firewall or not.
„
34
If your Windows Firewall/Internet Connection Sharing (ICS) service is stopped or is
disabled, the FactoryTalk AssetCentre Windows Firewall Configuration window
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indicates this with a red x. Click Continue. The FactoryTalk AssetCentre server
installation is complete.
If you are using a firewall other than Windows Firewall, use the information in
“Network requirements” on page 6 and “Additional ports you may have to open” on
page 79 to configure your firewall to allow communication through the appropriate
ports and with specific processes.
„
IF
If your Windows Firewall/Internet Connection Sharing (ICS) service is running, click
Start. The Rockwell Software Windows Firewall Configuration Utility window
opens. The list of exceptions (things to allow through the firewall) generally includes
default SQL server and e-mail ports.
„
If no exceptions need to be made, none are listed and the Accept button is
unavailable. In that case, click Exit to close this utility.
„
Click Accept. On the Confirm Windows Firewall Changes window make the
appropriate selection depending on whether your Windows Firewall will be on or
off, then click OK.
YOUR OPERATING SYSTEM IS
WINDOWS 2000 SERVER
This operating system does not support Windows Firewall so the Windows Firewall
Configuration Utility will not open.
Installing the ProCalV5 server software after the FactoryTalk
AssetCentre server
If you have purchased the Calibration Management capability for FactoryTalk
AssetCentre, you would normally install the ProCalV5 server software before you install
the FactoryTalk AssetCentre server (as described on page 22). However, if you did not
install the ProCalV5 server before the FactoryTalk AssetCentre server, you can install it
now.
If you installed the ProCalV5 server before you installed the FactoryTalk AssetCentre server, do
not install the ProCalV5 server again.
1. Start the ProCalV5 installation from the ProCalV5 disc.
2. Open and review the ProCalV5 Installation Guide, located on the ProCalV5 disc in
the Product_Documentation\Installation Guide directory (click Product
Documentation on the ProCalV5 install screen).
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3. Follow the on-screen instructions for the installation.
FactoryTalk AssetCentre uses SQL Server authentication. Select SQL as the authentication
method for the ProCalV5 database.
4. Run the ProCalV5 Data Source Edit Wizard, described next.
Running the ProCalV5 Data Source Edit Wizard
If you installed the ProCalV5 server AFTER you installed the FactoryTalk AssetCentre
server, you must run the ProCalV5 Data Source Edit Wizard to connect the ProCalV5
server to FactoryTalk AssetCentre.
This step is not necessary if you installed the ProCalV5 server before you installed the
FactoryTalk AssetCentre server.
For this step, you need to know this information from the ProCalV5 server installation:
„
The name of the SQL server for the ProCalV5 database.
„
The ProCalV5 SQL Server login name (default is pcV5us01) and password.
„
The name of the ProCalV5 SQL database.
To connect the ProCalV5 server to FactoryTalk AssetCentre:
1. Click Start > All Programs > Rockwell Software > FactoryTalk AssetCentre
Server > ProCalV5 Data Source Configuration.
2. Follow the on-screen instructions.
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5
Installing FactoryTalk AssetCentre clients
Once you have installed your FactoryTalk AssetCentre server, you can install FactoryTalk
AssetCentre clients.
If installing on the Windows 2000 operating system: At certain points of the installation you
will need to restore a window that has been minimized. Sometimes on Windows 2000 the taskbar
is not visible after a reboot, and therefore the taskbar button for the installation window that
needs to be restored is also not visible. If this happens, use Alt-tab to restore the window.
Where to install the FactoryTalk AssetCentre client
Install the client on any computer:
„
from which you want to access the FactoryTalk AssetCentre client software (to edit
the representation of your assets, to view logs, to create schedules, to search the logs,
and so on).
„
that is capable of running the client software (see “Client and agent computer
requirements” on page 5).
„
that is connected to the FactoryTalk AssetCentre server.
To take advantage of security and auditing, the FactoryTalk AssetCentre client (or agent)
should be installed on each computer running your RSLogix programming software.
The Disaster Recovery capability provides the ability to schedule a comparison between
master files and processor program and data files. To edit the file and data settings for a
compare operation for PLC-5, SLC 500, or MicroLogix processors, you must have
RSLogix 5 or RSLogix 500 software installed on the client computer.
If you have purchased the Calibration Management capability for FactoryTalk
AssetCentre, you must also install the ProCalV5 client software on the FactoryTalk
AssetCentre client computer. This step comes after you have installed the FactoryTalk
AssetCentre client software. See page 45.
Optional upgrades with CPR 9 SR 1
FactoryTalk AssetCentre provides optional upgrades from CPR 9 to CPR 9 SR 1 for these
software products used by FactoryTalk AssetCentre client:
„
FactoryTalk Services Platform
„
RSLinx Classic Lite
„
RSLinx Enterprise
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If you already have these products installed, you do not need to reinstall them. If you do
not have these products installed, FactoryTalk AssetCentre will install the CPR 9 SR 1
version.
If you already have the CPR 9 version installed and you wish to upgrade to the
CPR 9 SR 1 version, you must manually upgrade it from the installation disc, as described
on page 1. We recommend that you perform the upgrade before you begin installing the
FactoryTalk AssetCentre client.
If you want to use the CPR 9 SR 1 version of RSLinx Enterprise, you must also use the
CPR 9 SR 1 version of FactoryTalk Services Platform.
If you already have the CPR 9 version of FactoryTalk AssetCentre client installed, it will
be automatically upgraded to CPR 9 SR 1 in the steps that follow.
Installing FactoryTalk AssetCentre clients
The FactoryTalk AssetCentre client provides the user interface for FactoryTalk
AssetCentre. It is through the client that you perform tasks such as checking files in and
out, creating and running scheduled events, and viewing logs. For more information on
what you can do with FactoryTalk AssetCentre client software, see the online help (once
the client is installed).
Install the FactoryTalk AssetCentre client software on all computers on which you want to
use FactoryTalk AssetCentre. The client is not required on the FactoryTalk AssetCentre
server computer, but you can install it on the server if desired.
To install a FactoryTalk AssetCentre client:
1. Log on to the client computer as an administrator or as a user with administrative
privileges.
2. On the client computer, open Internet Explorer.
3. In the Address field of Internet Explorer, type the following address:
http://servername/rockwellsoftware/assetcentre
where servername is the name of your FactoryTalk AssetCentre server computer.
For example, if your FactoryTalk AssetCentre server is called MYSERVER, type:
http://MYSERVER/rockwellsoftware/assetcentre
If you are using SSL, then begin with https:// instead.
4. Press Enter.
5. Internet Explorer displays a page from the server that allows you to install the
FactoryTalk AssetCentre client software.
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6. Click Install AssetCentre Client on this computer.
If Internet Explorer displays an error message that it can’t connect to the install web page, try
bypassing the proxy for local addresses. Also make sure that IIS is running on the server. For
information on running IIS see “Web page for installing the FactoryTalk AssetCentre client
and agent cannot be displayed” on page 68.
If Internet Explorer displays a warning about possible unsafe content, try adding the
FactoryTalk AssetCentre Web site (URL above) to your Trusted Sites.
See your Internet Explorer documentation for more information.
7. On the File Download - Security Warning window, click Run (or Open). Do not
attempt to save the installation file—it will not run correctly from your local
computer.
8. The Install FactoryTalk AssetCentre Client window opens. The installer searches the
computer for required components and displays the results in this window. The
installer will not attempt to install components that already exist on the computer.
Components that will be installed are indicated with a computer icon and a checked
box. You cannot select or clear the check boxes in this window.
If you see a red “X” next to one or more components, this means that the installer cannot
determine whether the component should be installed. Contact Technical Support using the
contact information provided on the copyright page at the beginning of this guide.
9. Click Start. Follow the on-screen instructions for the components that need to be
installed.
If you are installing the client on the FactoryTalk AssetCentre server computer, the
server computer will already have Windows Installer, Microsoft .NET Framework,
FactoryTalk Services Platform, and FactoryTalk AssetCentre Common Components
installed. The installation program automatically skips the existing components. Skip
those sections in the instructions below.
The installation of some components may require you to restart your computer. If this is the
case and the setup program has not finished installing all of the necessary components, the
setup program will restart the next time you log on to your computer.
The following components are checked for and installed or configured during the
client installation:
„
Windows Installer 3.1 v2. If this component is not already installed on your
computer, the setup program will install it. Follow the on-screen installation
instructions. If you are prompted to reboot when the installation is complete, close
Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows
before rebooting.
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„
Microsoft .NET Framework. The FactoryTalk AssetCentre client requires that
Microsoft .NET Framework versions 1.1 (with Service Pack 1) and 2.0 be installed on
your computer. If these components are not already installed on your computer, the
setup program will install them. Follow the installation instructions on-screen to
install them.
If a message appears asking to reboot the computer, select No and then click Start on
the Install FactoryTalk AssetCentre Client window.
If installing on the
server:
Skip to step 4. The
FactoryTalk
Services Platform
has already been
installed, but the
FactoryTalk
Directory must be
specified.
„
FactoryTalk Services Platform 2.10.00 (CPR 9) or 2.10.01 (CPR 9 SR 1). See
“Installing FactoryTalk Services Platform,” next.
„
Check and Configure FTSP. This occurs during the FactoryTalk Services Platform
installation. See the substeps on page 41.
„
FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre
Common Components installer” on page 42.
„
FactoryTalk AssetCentre Client host.
„
FactoryTalk AssetCentre Calibration Management Client. See “FactoryTalk
AssetCentre Calibration Management client software installer” on page 42.
„
RSLinx Classic Lite 2.53.00 (CPR 9) or 2.54.00 (CPR 9 SR 1). See “Installing
RSLinx Classic Lite” on page 42.
„
RSLinx Enterprise 5.00.00 (CPR 9) or 5.17.00 (CPR 9 SR 1). See “Installing
RSLinx Enterprise” on page 43.
„
Launch Rockwell Windows Firewall Configuration Utility. See “Using the
Windows Firewall Configuration Utility” on page 44.
Installing FactoryTalk Services Platform
See “Installing FactoryTalk AssetCentre clients” on page 38 for the steps to get to this part of the
installation.
FactoryTalk AssetCentre depends on the Rockwell Software FactoryTalk Services
Platform to function. If the platform is not installed on your computer (or if the correct
version is not installed), the setup program will install it. If you have a previous version of
the platform installed, you may need to uninstall it before continuing (the setup program
will inform you if this is the case).
By default, all members of the Administrators group on the computer on which you are
installing the FactoryTalk Services Platform are added to the Administrators group in the
FactoryTalk Directory.
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1. Follow the on-screen installation instructions to install the platform. If FactoryTalk
Services Platform 2.10.00 or 2.10.01 is already installed on your computer, go to
step 4.
2. When you are asked whether you want to install the FactoryTalk Administration
Console, be sure the check box is selected (you will need the console to help you
configure the FactoryTalk Directory). Continue to follow the on-screen instructions.
3. Click Finish on the InstallShield Wizard for the FactoryTalk Services Platform.
Respond to the FactoryTalk Directory Server Configuration window, explained in step 4, with
care. Correctly identifying the FactoryTalk Directory is essential to a properly functioning
system.
4. After the system checks the FactoryTalk Services Platform configuration, you will see
a window with a stop sign on it. The purpose of this window is to set the location of
the FactoryTalk Directory. If the computer on which you are installing the software is
also the computer that will be the FactoryTalk Directory server, click Continue and go
on to step 5. If the FactoryTalk Directory server is on a different computer, click
Select FactoryTalk Directory Server and continue with the instructions below.
a. The utility may ask you to log on to FactoryTalk. Log on with your Windows
administrator username and password. (As mentioned earlier, members of the
Windows Administrators user group were automatically added to the FactoryTalk
Directory.)
b. In the FactoryTalk Directory Server Location Utility window, click the browse
button next to the Computer hosting directory server field.
c. In the next window, select Remote computer. Type the name of your FactoryTalk
Directory Server in the field, or click the browse button next to the field to browse
for the server.
d. Once you have the name of the FactoryTalk Directory Server in the field, click
OK, and then click OK again.
e. Click OK on the message telling you to restart the computer. The software
attempts a connection to the FactoryTalk Directory Server. You may be asked to
log on to the new FactoryTalk Directory server. If you are, enter the username and
password for the Network Directory server administrator on the FactoryTalk
Directory Server (not the local FactoryTalk Network Directory), and then click
OK.
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5. When you see a checklist window showing that the FactoryTalk Services Platform
components were all installed and configured, click Continue. This will proceed to
the next segment of the FactoryTalk AssetCentre client installation.
6. Continue to follow the on-screen instructions.
If installing on the
server:
Skip to the next
section. The
common
components have
already been
installed.
FactoryTalk AssetCentre Common Components installer
See “Installing FactoryTalk AssetCentre clients” on page 38 for the steps to get to this part of the
installation.
To install the common components:
1. Follow the on-screen instructions.
2. If you see messages indicating that the firewall has blocked a program, select
Unblock on each message.
FactoryTalk AssetCentre Calibration Management client
software installer
See “Installing FactoryTalk AssetCentre clients” on page 38 for the steps to get to this part of the
installation.
The FactoryTalk AssetCentre Calibration Management client must be installed in the same folder
as the FactoryTalk AssetCentre client.
After the FactoryTalk AssetCentre client is installed, the FactoryTalk AssetCentre
Calibration Management client install begins.
1. On the Install FactoryTalk AssetCentre Calibration Management Client window, click
Next.
2. Follow the on-screen instructions to install the FactoryTalk AssetCentre Calibration
Management client.
When finished, there may be a short delay before you see the RSLinx Classic Lite installer
start.
Installing RSLinx Classic Lite
See “Installing FactoryTalk AssetCentre clients” on page 38 for the steps to get to this part of the
installation.
RSLinx Classic allows you to connect to Rockwell Automation control hardware. If
RSLinx Classic is not installed on the client computer, the installation program for the
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FactoryTalk AssetCentre client will install RSLinx Classic Lite. RSLinx Classic is
required even if you have RSLinx Enterprise.
The version of RSLinx Classic installed is RSLinx Classic Lite, which is a version that
does not support connections through OPC. For more information about RSLinx Classic,
see the RSLinx Classic documentation.
If you have RSLinx Classic (version 2.53 or higher) installed on your computer, you do
not need to install this component (and the FactoryTalk AssetCentre client installation
program will not ask you to install it).
To install RSLinx Classic Lite:
1. Follow the on-screen instructions until you get to the Standard Setup page of the
installation wizard.
2. The Standard Setup page allows you to select the components of the software you
want to install and to change the folder where the software is installed. We advise that
you install all of the components. Change the settings on this page as desired, and then
click Next.
3. Continue following the on-screen instructions to complete the installation.
4. On the InstallShield Wizard Completed window, click Finish.
5. Click Exit on the RSLinx Classic installation menu.
6. Click Continue on the Install FactoryTalk AssetCentre Client window.
When finished, there may be a short delay before you see the RSLinx Enterprise installer
start.
Installing RSLinx Enterprise
See “Installing FactoryTalk AssetCentre clients” on page 38 for the steps to get to this part of the
installation.
RSLinx Enterprise is required for your FactoryTalk AssetCentre system to communicate
with PanelView Plus operator interfaces. RSLinx Classic Lite is still required for the
FactoryTalk AssetCentre client even if you install RSLinx Enterprise.
If you have RSLinx Enterprise (version 5.00.00 or higher) installed on your computer, you
do not need to install this component (and the FactoryTalk AssetCentre client installation
program will not ask you to install it).
1. Follow the on-screen instructions.
2. When prompted for a serial number, enter any 10-digit number, for example
1234567890.
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3. In the Setup Type page of the installation wizard, select Standard Feature Set
Installation, and then click Next.
4. Continue following the on-screen instructions to complete the installation.
5. On the InstallShield Wizard Completed window, click Finish.
6. Click Exit on the RSLinx Enterprise installation menu.
7. Click Continue on the Install FactoryTalk AssetCentre Client window.
Using the Windows Firewall Configuration Utility
See “Installing FactoryTalk AssetCentre clients” on page 38 for the steps to get to this part of the
installation.
IF YOUR OPERATING SYSTEM IS WINDOWS XP SP 2
WINDOWS SERVER 2003 SP 1 OR HIGHER
OR HIGHER OR
These operating systems support Windows Firewall. The Windows Firewall
Configuration Utility will run whether you are using the firewall or not.
„
If your Windows Firewall/Internet Connection Sharing (ICS) service is stopped or is
disabled, the FactoryTalk AssetCentre Windows Firewall Configuration window will
indicate this with a red x. Click Continue. The FactoryTalk AssetCentre server
installation is complete.
If you are using a firewall other than Windows Firewall, use the information in
“Network requirements” on page 6 and “Additional ports you may have to open” on
page 79 to configure your firewall to allow communication through the appropriate
ports and with specific processes.
„
IF
If your Windows Firewall/Internet Connection Sharing (ICS) service is running, click
Start. The Rockwell Software Windows Firewall Configuration Utility window
opens. The list of exceptions (things to allow through the firewall) generally includes
default SQL server and e-mail ports.
„
If no exceptions need to be made, none will be listed and the Accept button will be
unavailable. In that case, click Exit to close this utility.
„
Click Accept. On the Confirm Windows Firewall Changes window make the
appropriate selection depending on whether your Windows Firewall will be on or
off, then click OK.
YOUR OPERATING SYSTEM IS
WINDOWS 2000 SERVER
This operating system does not support Windows Firewall so the Windows Firewall
Configuration Utility will not open.
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If you have a firewall other than Windows Firewall, use the information in “Network
requirements” on page 6 and “Additional ports you may have to open” on page 79 to
configure your firewall to allow communication through the appropriate ports and with
specific processes.
Checking to see if the client is installed correctly
To check if the client is correctly installed and connected to the FactoryTalk AssetCentre
server, start the client. Click Start > All Programs > Rockwell Software > FactoryTalk
AssetCentre Client > AssetCentre Client.
When the client runs, it checks the server for the latest version of the client software and
displays a message if the client software is not the latest version (“The client and server
versions are incompatible”). To update the client software, follow the steps in “Installing
FactoryTalk AssetCentre clients” on page 38.
For information on getting started with the software, see the online help.
Installing the ProCalV5 client software
If you have purchased the Calibration Management capability for FactoryTalk
AssetCentre, you will also install the ProCalV5 client software on the FactoryTalk
AssetCentre client computer. This step comes after you have installed the FactoryTalk
AssetCentre client software.
To install the ProCalV5 client:
1. Start the ProCalV5 installation from the ProCalV5 disc.
2. Open and review the ProCalV5 Installation Guide, located on the ProCalV5 disc in
the Product_Documentation\Installation Guide directory (click Product
Documentation on the ProCalV5 install screen).
3. Follow the on-screen instructions.
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6
Installing FactoryTalk AssetCentre agents
The Search feature, as well as purchased capabilities, such as the Disaster Recovery
capability, require the use of agents to perform scheduled operations. Agents are programs
that communicate with the FactoryTalk AssetCentre server and perform scheduled tasks
on behalf of the FactoryTalk AssetCentre server. Agents allow work to be distributed and
shared among multiple computers to spread processing load and speed up operations.
When a server needs an agent to perform a task, it locates the computer running the
operation and assigns the task to that agent. The agent then reports the task’s completion
to the server.
For FactoryTalk AssetCentre v. 2.21.01, only the Disaster Recovery capability and Search
feature use agents.
These agents can be installed on the computer running the FactoryTalk AssetCentre
server, on computers running the FactoryTalk AssetCentre client, or on any other
computer that meets the system requirements and is connected to the FactoryTalk
AssetCentre server. See “Client and agent computer requirements” on page 5 for agent
computer requirements.
Where to install FactoryTalk AssetCentre agents
Agents can be installed on any computer that:
„
is capable of running the agent software (see “Client and agent computer
requirements” on page 5).
„
is connected to the FactoryTalk AssetCentre server.
If you intend to perform a large number of Disaster Recovery operations, you can install
the Disaster Recovery agent on up to five computers on your network to help spread out
the processing load. Contact Rockwell Automation if you need to install the agent on
more than five computers.
How do you know if you need more Disaster Recovery agents? If scheduled operations
are taking longer than desired to complete, then install more Disaster Recovery agents.
If your system uses PanelView Plus operator interfaces, you must install RSLinx Classic,
RSLinx Enterprise, and the FactoryTalk View ME software on every agent computer in
the system. RSLinx Enterprise must be version 5.00.00 or higher. FactoryTalk View ME is
a separate installation, and is not included in the FactoryTalk AssetCentre installation.
Also, for Disaster Recovery functions, the agent computer MUST have the appropriate
RSLogix programming software for your devices.
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Optional upgrades with CPR 9 SR 1
FactoryTalk AssetCentre provides optional upgrades from CPR 9 to CPR 9 SR 1 for these
software products used by FactoryTalk AssetCentre agents:
„
FactoryTalk Services Platform
„
RSLinx Classic Lite
„
RSLinx Enterprise
If you already have these products installed, you do not need to reinstall them. If you do
not have these products installed, FactoryTalk AssetCentre will install the CPR 9 SR 1
version.
If you already have the CPR 9 version installed and you wish to upgrade to the
CPR 9 SR 1 version, you must manually upgrade it from the installation disc, as described
on page 1. We recommend that you perform the upgrade before you begin installing the
FactoryTalk AssetCentre Disaster Recovery agent.
If you want to use the CPR 9 SR 1 version of RSLinx Enterprise, you must also use the
CPR 9 SR 1 version of FactoryTalk Services Platform.
If you already have the CPR 9 version of FactoryTalk AssetCentre Disaster Recovery
agent installed, it will be automatically upgraded to CPR 9 SR 1 in the steps that follow.
Installing the FactoryTalk AssetCentre Disaster Recovery agent
You must have the appropriate RSLogix programming software for your devices installed on the
agent computer to run Disaster Recovery schedules.
To install the FactoryTalk AssetCentre Disaster Recovery agent:
1. Log on to the agent computer as an administrator or as a user with administrative
privileges.
2. On the agent computer, open Internet Explorer.
3. In the Address field of Internet Explorer, type the following address:
http://servername/rockwellsoftware/assetcentre
where servername is the name of your FactoryTalk AssetCentre server computer.
For example, if your FactoryTalk AssetCentre server is called MYSERVER, type:
http://MYSERVER/rockwellsoftware/assetcentre
If you are using SSL, then begin with https:// instead.
4. Press Enter.
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5. Internet Explorer displays a page from the server that allows you to install the
FactoryTalk AssetCentre agent software.
Click Install AssetCentre Agents on this computer.
If Internet Explorer displays an error message that it can’t connect to the install web page, try
bypassing the proxy for local addresses. Also make sure that IIS is running on the server. For
information on running IIS see “Web page for installing the FactoryTalk AssetCentre client
and agent cannot be displayed” on page 68.
If Internet Explorer displays a warning about possible unsafe content, try adding the
FactoryTalk AssetCentre Web site (URL above) to your Trusted Sites.
See your Internet Explorer documentation for more information.
6. On the File Download - Security Warning window, click Run (or Open). Do not
attempt to save the installation file—it will not run correctly from your local
computer.
7. The Install FactoryTalk AssetCentre Agents window opens. The installer searches the
computer for required components and displays the results in this window. The
installer will not install components that already exist on the computer. Components
that will be installed are indicated with a computer icon and a checked box. You
cannot select or clear the checkboxes in this window.
If you see a red “X” next to one or more components, this means that the installer cannot
determine whether the component should be installed. Contact Technical Support using the
contact information provided on the copyright page at the beginning of this guide.
8. Click Start. Follow the on-screen instructions for the components that need to be
installed.
The installation of some components may require you to restart your computer. If this is the
case and the setup program has not finished installing all of the necessary components, the
setup program will restart the next time you log on to your computer.
The following components are checked for and installed or configured during the
agent installation:
„
Windows Installer 3.1 v2. If this component is not already installed on your
computer, the setup program will install it. Follow the on-screen installation
instructions. If you are prompted to reboot when the installation is complete, close
Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows
before rebooting.
„
Microsoft .NET Framework. The Disaster Recovery agent requires that Microsoft
.NET Framework versions 1.1 (with Service Pack 1) and 2.0 be installed on the agent
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computer. If these components are not already installed, the setup program will install
them. Follow the installation instructions on-screen to install them.
„
FactoryTalk Services Platform 2.10.00 (CPR 9) or 2.10.01 (CPR 9 SR 1). See
“Installing FactoryTalk Services Platform” on page 50.
„
Check and Configure FTSP. This occurs during the FactoryTalk Services Platform
installation. See the substeps in step 4 on page 51.
„
RSLinx Classic Lite 2.53.00 (CPR 9) or 2.54.00 (CPR 9 SR 1). See “Installing
RSLinx Classic Lite” on page 52.
„
FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre
Common Components installer” on page 53.
„
FactoryTalk AssetCentre RA Disaster Recovery Agent. See “FactoryTalk
AssetCentre Disaster Recovery agent installer” on page 53
„
FactoryTalk AssetCentre Agent Host. See “FactoryTalk AssetCentre Agent Host
installer” on page 53.
„
RSLogix 5000 Compare v3. See “RSLogix 5000 Compare installer” on page 53.
„
RSLinx Enterprise 5.00.00 (CPR 9) or 5.17.00 (CPR 9 SR 1). See “Installing
RSLinx Enterprise” on page 54.
„
Launch Rockwell Windows Firewall Configuration Utility. See “Using the
Windows Firewall Configuration Utility” on page 55.
If the computer already has the FactoryTalk AssetCentre server or client installed on it,
then the computer will already have everything installed except the FactoryTalk
AssetCentre Disaster Recovery agent, the FactoryTalk AssetCentre Agent Host, and
RSLogix 5000 Compare. The installation program automatically skips the existing
components. Skip those sections in the instructions below.
If installing on the
server or a client:
Skip to step 4. The
FactoryTalk
Services Platform
has already been
installed, but the
FactoryTalk
Directory must be
specified.
50
Installing FactoryTalk Services Platform
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
FactoryTalk AssetCentre depends on the Rockwell Software FactoryTalk Services
Platform to function. If the platform is not installed on the agent computer (or if the
correct version is not installed), the setup program will install it. If you have a previous
FTAC-IN002C-EN-E.book Page 51 Friday, September 12, 2008 1:13 AM
version of the platform installed, you may need to uninstall it before continuing (the setup
program will inform you if this is the case).
By default, all members of the Administrators group on the computer on which you are
installing the FactoryTalk Services Platform are added to the Administrators group in the
FactoryTalk Directory.
1. Follow the on-screen installation instructions to install the platform. If FactoryTalk
Services Platform 2.10.00 or 2.10.01 is already installed on your computer, go to
step 4.
2. When you are asked whether you want to install the FactoryTalk Administration
Console, be sure the check box is selected (you will need the console to help you
configure the FactoryTalk Directory). Continue to follow the on-screen instructions.
3. Click Finish on the InstallShield Wizard for the FactoryTalk Services Platform.
Respond to the FactoryTalk Directory Server Configuration window, explained in step 4, with
care. Correctly identifying the FactoryTalk Directory is essential to a properly functioning
system.
4. After the system checks the FactoryTalk Services Platform configuration, you will see
a window with a stop sign on it. The purpose of this window is to set the location of
the FactoryTalk Directory. If the computer on which you are installing the software is
also the computer that will be the FactoryTalk Directory server, click Continue and go
on to step 5. If the FactoryTalk Directory server is on a different computer, click
Select FactoryTalk Directory Server and continue with the instructions below.
a. The utility may ask you to log on to FactoryTalk. Log on with your Windows
administrator username and password. (As mentioned earlier, members of the
Windows Administrators user group were automatically added to the FactoryTalk
Directory.)
b. In the FactoryTalk Directory Server Location Utility window, click the browse
button next to the Computer hosting directory server field.
c. In the next window, select Remote computer. Type the name of your FactoryTalk
Directory Server in the field, or click the browse button next to the field to browse
for the server.
d. Once you have the name of the FactoryTalk Directory Server in the field, click
OK, and then click OK again.
e. Click OK on the message telling you to restart the computer. The software
attempts a connection to the FactoryTalk Directory Server. You may be asked to
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log on to the new FactoryTalk Directory Server. If you are, enter the username and
password for the Network Directory server administrator on the FactoryTalk
Directory Server (not the local FactoryTalk Network Directory), and then click
OK.
5. When you see a checklist window showing that the FactoryTalk Services Platform
components were all installed and configured, click Continue. This will proceed to
the next segment of the Disaster Recovery agent installation. There may be a delay
before you see the next installer start.
If installing on a
client:
Skip to “FactoryTalk
AssetCentre
Disaster Recovery
agent installer” on
page 53. RSLinx
Classic Lite, RSLinx
Enterprise, and the
common
components have
already been
installed.
Installing RSLinx Classic Lite
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
RSLinx Classic allows you to connect to Rockwell Automation control hardware. If
RSLinx Classic is not installed on the agent computer, the installation program for the
FactoryTalk AssetCentre agents will install RSLinx Classic Lite. RSLinx Classic is
required even if you have RSLinx Enterprise.
The version of RSLinx Classic installed is RSLinx Classic Lite, which is a version that
does not support connections through OPC. For more information about RSLinx Classic,
see the RSLinx Classic documentation.
If you have RSLinx Classic (version 2.53 or later) installed on your computer, you do not
need to install this component (and the FactoryTalk AssetCentre Agents installation
program will not ask you to install it).
1. Follow the on-screen instructions until you get to the Standard Setup page of the
installation wizard.
2. The Standard Setup page allows you to select the components of the software you
want to install and to change the folder where the software is installed. We advise that
you install all of the components. Change the settings on this page as desired, and then
click Next.
3. Continue following the on-screen instructions to complete the installation.
4. On the InstallShield Wizard Completed screen, click Finish.
5. Click Continue on the Install FactoryTalk AssetCentre Agent window.
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FactoryTalk AssetCentre Common Components installer
If installing on the
server:
Skip to the next
section. The
common
components have
already been
installed.
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
To install the common components:
1. Follow the on-screen instructions.
2. If you are using Windows Firewall, you may see messages indicating that Windows
Firewall has blocked a Rockwell Automation program. Choose the option to unblock
these programs.
FactoryTalk AssetCentre Disaster Recovery agent installer
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
The FactoryTalk AssetCentre Disaster Recovery agent is the component that performs
disaster recovery operations (backup operations and backup and compare operations).
To install the FactoryTalk AssetCentre Disaster Recovery agent.
1. Follow the on-screen instructions.
FactoryTalk AssetCentre Agent Host installer
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
The FactoryTalk AssetCentre Agent Host handles agent requests from the FactoryTalk
AssetCentre server.
After the Disaster Recovery agent installation is complete, the installation for the
FactoryTalk AssetCentre Agent Host begins.
To install the agent host:
1. Follow the on-screen instructions.
RSLogix 5000 Compare installer
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
To be able to perform compares between RSLogix 5000 projects, the Disaster Recovery
agent uses version 3.0 or later of the RSLogix 5000 Compare utility.
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To install the RSLogix 5000 Compare utility:
1. Follow the on-screen instructions.
2. If you have RSLogix 5000 software installed on the computer on which you are
installing the FactoryTalk AssetCentre agents, you can add a Compare option to the
RSLogix 5000 Tools menu. (This requires version 13 or later of RSLogix 5000.) To do
this, select the Add Compare Tool to RSLogix 5000 Tools menu check box. Click
Next.
3. On the Select Installation Folder screen, you can choose where the compare utility is
installed. By default, the utility is installed in the C:\Program Files\Rockwell
Software\RSLogix 5000 Compare v2 folder (the folder name was not updated to v3
for this release). You can change this folder by typing a new path in the Folder field, or
by clicking the Browse button.
The Select Installation Folder screen also asks whether you want to install the compare utility
for yourself or for everyone who uses the computer. Select Everyone. This is very important
to the proper functioning of the agent.
4. Click Next.
5. Continue to follow the on-screen instructions.
Installing RSLinx Enterprise
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
RSLinx Enterprise is required for your FactoryTalk AssetCentre system to communicate
with PanelView Plus operator interfaces. Note that RSLinx Classic Lite is still required
for the FactoryTalk AssetCentre agent even if you install RSLinx Enterprise.
If you have RSLinx Enterprise (version 5.00.00 or higher) installed on your computer, you
do not need to install this component (and the FactoryTalk AssetCentre agent installation
program will not ask you to install it).
1. Follow the on-screen instructions.
2. When prompted for a serial number, enter any 10-digit number, for example
1234567890.
3. In the Setup Type page of the installation wizard, select Standard Feature Set
Installation, and then click Next.
4. Continue following the on-screen instructions to complete the installation.
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5. On the InstallShield Wizard Completed screen, click Finish.
6. Click Exit on the RSLinx Enterprise installation menu.
7. Click Continue on the Install FactoryTalk AssetCentre Agent window.
Using the Windows Firewall Configuration Utility
See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 48 for the steps to
get to this part of the installation.
IF YOUR OPERATING SYSTEM IS WINDOWS XP SP 2
WINDOWS SERVER 2003 SP 1 OR HIGHER
OR HIGHER OR
These operating systems support Windows Firewall. The Windows Firewall
Configuration Utility will run whether you are using the firewall or not.
„
If your Windows Firewall/Internet Connection Sharing (ICS) service is stopped or is
disabled, the FactoryTalk AssetCentre Windows Firewall Configuration window will
indicate this with a red x. Click Continue. The FactoryTalk AssetCentre agent
installation is complete.
If you are using a firewall other than Windows Firewall, use the information in
“Network requirements” on page 6 and “Additional ports you may have to open” on
page 79 to configure your firewall to allow communication through the appropriate
ports and with specific processes.
„
IF
If your Windows Firewall/Internet Connection Sharing (ICS) service is running, click
Start. The Rockwell Software Windows Firewall Configuration Utility window
opens. The list of exceptions (things to allow through the firewall) generally includes
default SQL server and e-mail ports.
„
If no exceptions need to be made, none will be listed and the Accept button will be
unavailable. In that case, click Exit to close this utility.
„
Click Accept. On the Confirm Windows Firewall Changes window make the
appropriate selection depending on whether your Windows Firewall will be on or
off, then click OK.
YOUR OPERATING SYSTEM IS
WINDOWS 2000 SERVER
This operating system does not support Windows Firewall so the Windows Firewall
Configuration Utility will not open.
If you have a firewall other than Windows Firewall, use the information in “Network
requirements” on page 6 and “Additional ports you may have to open” on page 79 to
configure your firewall to allow communication through the appropriate ports and with
specific processes.
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Configuring for security-enabled RSLogix programming software
If FactoryTalk Security is enabled in your RSLogix programming software (RSLogix 5,
RSLogix 500, or RSLogix 5000), you must configure the Disaster Recovery agent and
FactoryTalk Security to grant the necessary permissions for Disaster Recovery operations.
Scheduled events for Rockwell Automation processors (Logix5000, MicroLogix, SLC 500, and
PLC-5 processors) will fail if FactoryTalk Security is enabled for that device’s programming
software (RSLogix 5000 versions 16 and earlier, RSLogix 500, or RSLogix 5). The problem is
fixed in RSLogix 5000 versions higher than 16 and a software patch is provided to fix the
problem for RSLogix 500 and RSLogix 5. The patched version of RSLogix 500 is 8.10.00 and the
patched version of RSLogix 5 is 8.00.05.01. For information about installing the patch, see the
FactoryTalk AssetCentre Release Notes, located on the FactoryTalk AssetCentre Installation CD
and on the Start menu in the FactoryTalk AssetCentre Server group. This issue does not affect
other devices’ schedules (such as robots or PanelView devices). If a schedule contains both
Rockwell Automation processors and other devices, the scheduled event will only fail for those
Rockwell Automation processors for which FactoryTalk Security is enabled in the programming
software; the event will complete for the other devices.
These instructions assume that the FactoryTalk AssetCentre agent software has been
installed and that all RSLogix software programs that will be used in the system are also
installed on each agent computer.
If operating in a Windows domain
1. Create a domain account for the Verification Agent service to run as. (The Verification
Agent service is for the Disaster Recovery agent.) This is generally performed by
someone in your Information Technology department. This account must be used
exclusively for the service, not by users.
2. On each agent computer:
‡
Add the new domain account to the Administrator user group in Windows.
‡
Configure the Verification Agent service to run as the new domain account created
above. To do so, open the Services utility in Microsoft Windows. Find the
Verification Agent service and edit its properties to log on as the account created
above.
3. On any computer in the system, open the FactoryTalk Administration Console
(logging on to the Network directory using a FactoryTalk Administrator account) and
add the new domain account as a new Windows-linked user.
4. Grant this user read access to the FactoryTalk Directory. To do so, right-click the
Network node at the top of the tree, and then select Security. On the Permissions tab,
select the domain account and then expand the Common permissions group. Make
sure the Read permission is set to Allow.
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5. Set permissions for RSLogix software (depending on what type of processors you are
using). Under System in the Explorer pane, right-click Networks and Devices and
select Security. On the Permissions tab, select the new domain user. (If the user
account you just created doesn’t appear in the list of users, add it.) Expand the
permissions group for the appropriate RSLogix software and set the following
permissions to Allow:
‡
For RSLogix 5 grant Offline Program File Monitoring, Save, and Upload.
‡
For RSLogix 500 grant Offline Program File Monitoring, Save, and Upload.
‡
For RSLogix 5000 grant Project: Export, Project: Go Online, Project: Open,
Project: Save, and Project: Upload.
6. Configure FactoryTalk Security to use single sign-on. Still in the FactoryTalk
Administration Console, navigate to System > Policies > System Policies in the
Explorer pane. Double-click Security Policy. Set the Use single sign-on policy to
Enabled.
If operating in a Windows workgroup
Perform these steps on each agent computer in the system. These steps show
you how to create a new Windows user account and a new FactoryTalk user account for
each agent computer.
1. Install all RSLogix software programs that will be used in the system if you have not
already done so.
2. On the agent computer, use the Computer Management utility in Microsoft Windows
to create a Windows user account that can be used to authenticate with FactoryTalk
Security.
3. Add the new Windows user account to the local Administrators group.
4. Configure the Verification Agent service to run as the new Windows user account you
created above. To do so, open the Services utility in Microsoft Windows. Find the
Verification Agent service and edit its properties to log on as the account created
above.
5. Open the FactoryTalk Administration Console and add the new Windows user account
created above as a new Windows-linked user.
Perform these steps on any computer connected to the FactoryTalk Network
Directory. These steps need only be performed once and will be in effect for the entire
FactoryTalk Network Directory.
1. In the FactoryTalk Administration Console, create a new user group called “Local
Agent Users.” Add each of the new FactoryTalk users created in step 5 above to the
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Local Agent Users group. This will facilitate making security settings because you
will be able to set them once for the whole group, rather than for each user.
2. Grant the Local Agent Users group read access to the FactoryTalk Directory. To do so,
right-click the Network node at the top of the tree, and then select Security. On the
Permissions tab, select the Local Agent Users group and then expand the Common
permissions group. Make sure the Read permission is set to Allow.
3. Set permissions for RSLogix software (depending on what type of processors you are
using). Under System in the Explorer pane, right-click Networks and Devices and
select Security. If the Local Agent Users group doesn’t appear in the list, add it. On
the Permissions tab, select the Local Agent Users group. Expand the permissions
group for the appropriate RSLogix software and set the following permissions to
Allow:
‡
For RSLogix 5 grant Offline Program File Monitoring, Save, and Upload.
‡
For RSLogix 500 grant Offline Program File Monitoring, Save, and Upload.
‡
For RSLogix 5000 grant Project: Export, Project: Go Online, Project: Open,
Project: Save, and Project: Upload.
4. Configure FactoryTalk Security to use single sign-on. Still in the FactoryTalk
Administration Console, navigate to System > Policies > System Policies in the
Explorer pane. Double-click Security Policy. Set the Use single sign-on policy to
Enabled.
Checking to see if the agent software is current
Unlike the FactoryTalk AssetCentre client, the FactoryTalk AssetCentre agent does not
display a message if the agent does not have the latest version of the software. Instead, the
agent does not start, and logs a message in the System Event log and the AssetCentre
Event log.
To check if the FactoryTalk AssetCentre software on the agent is up to date, start a
FactoryTalk AssetCentre client. The client does not have to be on the same computer as
the agent. Click Start > All Programs > Rockwell Software > FactoryTalk
AssetCentre Client > AssetCentre Client. The number of running agents is displayed in
the status bar of the client. If one or more agents are not running, and the client software
has been recently updated, then the agent software may need to be updated as well.
To update the agent software, follow the steps in “Installing the FactoryTalk AssetCentre
Disaster Recovery agent” on page 48. After you start the Install FactoryTalk AssetCentre
Agent program from the FactoryTalk AssetCentre server website, the installer searches
the computer for components that need to be updated, and displays the results in this
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window. Components that will be updated are indicated with a computer icon and a
checked box.
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7
Configuring FactoryTalk AssetCentre
Configuring for client access to the server
For clients to be able to access the FactoryTalk AssetCentre server, the FactoryTalk
Directory and FactoryTalk Security must be configured to give clients access. To
configure access, you will need to use the FactoryTalk Administration Console.
The FactoryTalk Directory uses two factors to determine who should have access to any
given function:
„
The user’s account, which can either be a FactoryTalk Directory account or a
Windows domain account. This identifies the user.
„
The computer from which the user is accessing the FactoryTalk Directory. This
allows you to limit which computers can access the directory, and also allows you to
determine whether certain functions can or cannot be performed from a given
computer. For example, you can configure the FactoryTalk Directory to give access to
a user from her or his own computer but not from another computer.
At a minimum, you must add the FactoryTalk AssetCentre users and their computers to
the FactoryTalk Directory, and you must configure access privileges for FactoryTalk
AssetCentre in the FactoryTalk Directory.
Adding users to the FactoryTalk Directory
A user must have a FactoryTalk Directory user account in order to use FactoryTalk
AssetCentre.
This section contains only basic instructions for using the FactoryTalk Directory and FactoryTalk
Security. For background information and information regarding more advanced procedures,
please see the online help for the FactoryTalk Administration Console.
By default, all members of the Administrators group on the computers on which you
installed the FactoryTalk Services Platform were added to the Administrators group in the
FactoryTalk Directory. Also, any rights that you assign to a Windows User Group are
assigned to all members of that group.
To add a user to the FactoryTalk Directory:
1. Start the FactoryTalk Administration Console (click Start > All Programs >
Rockwell Software > FactoryTalk Administration Console).
2. Log on to the Network directory using a FactoryTalk Administrator account.
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3. Open the Users and Groups folder.
4. Under the Users and Groups folder, right-click the Users folder, and then select New.
5. Specify whether you want to create a new User or a Windows-Linked User. User
accounts are visible only to the FactoryTalk system and their access is independent of
Windows. A Windows-linked user is validated by Windows. See the FactoryTalk help
topic “Choosing between FactoryTalk Security accounts and Windows-linked
accounts” for more information. (A FactoryTalk Security account is the same as a
User account.) To find this help topic, open the FactoryTalk Administration Console.
Select Help > Contents. On the Index tab, look up “user accounts” and double-click
choosing FactoryTalk or Windows-linked.
‡
If you may need to use FactoryTalk AssetCentre while disconnected from the
network, use FactoryTalk Security user accounts. Windows-linked user accounts
will not be able to authenticate with the domain while disconnected.
‡
If you choose to use Windows-linked users, consider using Windows-linked group
accounts rather than Windows-linked user accounts if possible. This simplifies the
process if you ever move your software to a different domain. You cannot move
individual Windows-linked user accounts from one domain to another. You can
move Windows-linked group accounts to a new domain, while retaining all of the
security permissions for the group. If you change the domain an individual
Windows-linked user account belongs to, you must delete the old account, create
the new account, and then recreate all of the security permissions for the new
account.
If you have users who need similar access to features of FactoryTalk AssetCentre, consider
grouping users to make assigning security privileges easier. For example, you can group all
of your electricians into an “Electricians” group, and then provide security access for them as
a group. For information about grouping users, see the online help for the FactoryTalk
Administration Console.
6. Enter the information for the user.
Adding computers to the FactoryTalk Directory
When the FactoryTalk Services Platform is installed on a computer, that computer is
automatically added to the FactoryTalk Network Directory. Because the FactoryTalk
Services Platform is included in the FactoryTalk AssetCentre installation, your client
computers should already be in the FactoryTalk Network Directory.
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For a user to be able to use FactoryTalk AssetCentre, the user’s computer must be in the
FactoryTalk Directory. For instructions on how to add a computer, refer to the FactoryTalk
Help in the FactoryTalk Administration Console.
If you have a significant number of computers for which you need to permit or restrict access,
consider grouping them to make assigning security privileges easier. For example, you can group
all of the computers used in offices away from the plant floor and restrict access to features that
should be used only from computers stationed where the user can see the automation system
directly. For information about grouping computers, see the online help for the FactoryTalk
Administration Console.
Configuring feature security for FactoryTalk AssetCentre users
By default, all users and the Administrators group in FactoryTalk Directory can perform
any task in the FactoryTalk AssetCentre software. To deny specific users the right to
perform tasks in FactoryTalk AssetCentre, you must edit the Feature Security settings in
the FactoryTalk Administration Console.
Never explicitly deny rights to the All Users or Administrators group in FactoryTalk. Rather,
set up specific user groups of your own and deny rights to those groups. Denying rights to All
Users or Administrators could lock everyone out of the system and would deny rights in all
FactoryTalk-enabled products using FactoryTalk version 2.10.00 (CPR 9) or version 2.10.11
(CPR 9 SR 1).
To change which users can perform tasks in FactoryTalk AssetCentre:
1. Start the FactoryTalk Administration Console (click Start > All Programs >
Rockwell Software > FactoryTalk Administration Console).
2. Log on to the Network directory using a FactoryTalk Administrator account.
3. In the Explorer pane of the FactoryTalk Administration Console, navigate to System >
Policies > Product Policies > FactoryTalk AssetCentre.
4. Double-click Feature Security.
There is also a Server Settings object in the FactoryTalk AssetCentre folder. Do NOT attempt
to change any of the settings in this object. Doing so may render your FactoryTalk
AssetCentre system inoperative. If you need to change server settings (to use a different
mail server, for example), click Start > All Programs > Rockwell Software > FactoryTalk
AssetCentre Server > Server Settings.
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5. In the Feature Security Properties window, click the policy you want to change, and
then click the browse button for the policy. See the table after step 8 for a description
of each policy.
Click the policy
you want to
change …
… and then click
the browse button
for the policy.
6. In the Configure Securable Action dialog box, select the user or group for whom you
want to assign permissions. (If the user or group does not appear in the list, click Add,
click Show all, select the user or group, and then click OK.)
7. Click the appropriate box to allow or deny the user permission to the selected feature.
8. Click OK.
This Policy Setting
Controls whether users can
View Address Book
View the Address Book (which contains addresses for the purpose of
sending automatic e-mail notifications).
Edit Address Book
Edit or add contacts and groups in the Address Book (which contains
addresses for the purpose of sending automatic e-mail notifications).
Override Archive Check In Check in a file regardless of who checked it out or from where it was
checked out.
Override Archive Undo
Check Out
64
Undo a check out even if a different user checked the file out.
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This Policy Setting
Controls whether users can
Override Removal of Local Choose to keep local copies of checked-in files on their computer. If
Copies
this right is allowed, the user can keep local copies. If this right is
denied, the user is not given this option.
Configure Personal Archive Configure which software product launches when opening a particular
File Associations
type of file. If a personal file association is set, it will take precedence
over the system file association.
Configure System Archive Configure which software product launches when opening a particular
File Associations
type of file. This setting applies unless the user has specified a personal
file association.
Configure Personal Archive Set a personal working folder for checking out files. For more
Working Folders
information on working folders and personal working folders see the
FactoryTalk AssetCentre client online help.
Configure System Archive Set the system working folder to which all users check out files unless
Working Folders
they have a personal working folder. For more information on working
folders and system working folders see the FactoryTalk AssetCentre
client online help.
Run Archive Database
Cleanup Wizard
Run the Archive Database Cleanup Wizard to delete unused versions of
files.
Display Calibration
Management Data
View Calibration Management data in FactoryTalk AssetCentre.
Perform Calibration
Management
Perform Calibration Management tasks in ProCalV5 software.
Administer Calibration
Users
Administer users, groups, and permissions in ProCalV5 software. Note
that this policy only determines if the user is automatically added to the
Administrator group in the ProCalV5 software. Once the user is added
to ProCalV5, changing this policy for an AssetCentre user does not
change the user’s ProCalV5 security permissions.
Switch to Design mode
Enter Design mode, in which the user can edit the asset tree.
View Event Log
Display the Event Log and run a search on the Event Log.
View Audit Log
Display the Audit Log and run a search on the Audit Log.
View Diagnostics and
Health Log
Display the Diagnostics and Health Log and run a search on the
Diagnostics and Health Log.
Change Diagnostics and
Health Log Message
Change the status of or add a comment to a Diagnostics and Health Log
record.
View Diagnostics and
Health Log Status
View the status history for a Diagnostics and Health Log record.
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This Policy Setting
Controls whether users can
Create a new schedule
Create a new schedule (backup or backup and compare).
Edit a schedule
Change existing schedules.
Delete a schedule
Delete schedules.
View a schedule
View the Schedules tab, which displays a list of existing schedules and
their status.
Command a schedule
Issue commands to a schedule, such as making the schedule active or
running the schedule immediately.
Create a Search
Set up a new search to find entries matching specified criteria in one of
the logs, in the Archive History, or in Archive Check Out Status
information.
For more information on these policy settings or the features to which they refer, see the
FactoryTalk AssetCentre client online help.
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8
Troubleshooting FactoryTalk AssetCentre
installation
General installation
A red x appears next to an item to be installed
The initial window in each installation (server, client, and agent) displays a list of all
necessary components, whether they were found on the computer, and whether they will
be installed. A red x is displayed next to a component if the installer could not determine
whether the correct version already exists on that computer.
Contact Technical Support using the contact information provided on the copyright page
at the beginning of this guide.
A “Program Maintenance” window appears while installing
This indicates that the component of the software you are installing is already installed.
You do not need to install it again. If you suspect your installation is damaged, you can
choose to repair the installation.
Server installation
SQL collation error encountered during database installation
The SQL Server collation must be case-insensitive for use with FactoryTalk AssetCentre
software. If your SQL Server collation is case-sensitive, the FactoryTalk AssetCentre
database installation will fail. Follow the directions here if your SQL Server collation is
case-sensitive.
„
If this SQL Server has no other databases on it:
Either: Uninstall SQL Server and reinstall it using the default collation in the setup
program.
Or: Rebuild the master database using a case-insensitive collation. Refer to the SQL
Server 2005 online books for instructions.
„
If this SQL Server has other databases on it, then setup or use another SQL Server that
is configured with a case-insensitive collation.
If you have an MSDN subscription, you can find more information at
http://msdn2.microsoft.com/en-us/library/ms143508.aspx, or search the Microsoft MSDN
site for SQL Server 2005 collation settings.
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Unable to log on to SQL Server during server installation
The logon during the installation process requires the use of the SQL Server sa (system
administrator) account. If you configured your SQL Server to use mixed (both SQL
Server and Windows domain) authentication, the sa account is available. Use the
password you created for the sa account when the installation program prompts you for it.
If your SQL Server installation is not configured for mixed authentication, you will need
to change the authentication method. See the documentation for SQL Server for more
information.
If you have forgotten your sa account password, you will need to change it. See the
Microsoft SQL Server documentation for more information.
Client and agent installation
Web page for installing the FactoryTalk AssetCentre client and
agent cannot be displayed
68
„
Make sure the FactoryTalk AssetCentre server computer is running. In the Windows
Services utility, make sure that the FactoryTalk AssetCentre Server service is running.
„
Make sure you have access to your local area network.
„
Make sure IIS is running on the server computer. For instructions, see the gray box,
next.
„
Try logging on to the server computer from the client. On the client computer, click
Start, then select Run. In the Open field type two backslashes and then the server
name (for example, \\ourserver). Click OK. You will be asked to log in to the server.
„
If you are using a firewall, make sure File and Printer Sharing is permitted through the
firewall. Port 80 (or whatever port used for HTTP on the server machine) also needs to
be permitted.
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TO
MAKE SURE
IIS
IS RUNNING ON THE SERVER COMPUTER
a. For Windows Server 2003: Click Start. On the Start menu, right-click the My
Computer icon, and then click Manage. This starts the Computer Management
console.
For Windows 2000 Server: On the Windows Desktop, right-click the My
Computer icon, and then click Manage. This starts the Computer Management
console.
b. In the Computer Management console, open Services and Applications.
c. Click Internet Information Services. The right pane lists the Internet services
running under IIS. Open the Web Sites folder, and make sure the correct web site
for IIS is “Running.” This is generally the “Default Web Site,” however, if you
have created a different web site for IIS (see page 18) be sure to select that web site
instead. If the web site is not running, continue to step d.
d. To start the service, right-click the Default Web Sites icon, and then select Start.
“Error reading Primary Server Name from FactoryTalk
Directory” during client installation
This error occurs when the computer on which you are installing the client is not using the
same FactoryTalk Directory as the computer running the FactoryTalk AssetCentre server,
or there was an error in the FactoryTalk Services Platform.
1. On the FactoryTalk AssetCentre server computer, set the FactoryTalk Directory
location. Click Start > All Programs > Rockwell Software > FactoryTalk Tools >
Specify FactoryTalk Directory Location.
2. Log in if prompted to do so, and then specify the location of the FactoryTalk
Directory.
3. Close any clients that are connected to the server.
4. Restart the FactoryTalk Directory Server.
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Starting the client
“Error initializing FactoryTalk AssetCentre” appears when
attempting to start the client
The FactoryTalk AssetCentre server may have failed (or you may have lost your network
connection to the server) or the computer on which you installed the client may not be part
of the FactoryTalk Directory.
„
Check the server (see “Other errors starting the client” on page 71).
„
Try adding the client computer to the FactoryTalk Network Directory. From another
computer that has access to the FactoryTalk Directory (the FactoryTalk AssetCentre
server, for example), use the FactoryTalk Administration Console to add the computer
to the FactoryTalk Directory. See “Adding computers to the FactoryTalk Directory”
on page 62.
“The client and server versions are incompatible”
The FactoryTalk AssetCentre software installed on the server has been updated, and the
software on the client needs to be updated. See “Checking to see if the client is installed
correctly” on page 45.
“Cannot initialize application eventing subsystem” or “No
connection could be made because the target machine
actively refused it” appears when starting the client
If you see the error “Cannot initialize application eventing subsystem” or an error
indicating that the target machine actively refused the connection, then:
„
Make sure the FactoryTalk AssetCentre Server service is started on the server
computer.
„
Reboot the client computer. If you still see the error, then:
„
Stop and disable all schedules. Reboot the FactoryTalk AssetCentre server computer.
While the server is rebooting, other users will not be able to edit the asset tree, create or edit
schedules and searches, view information in the logs, and so on. Also, most data will not be
logged during the reboot. The exception is audit data generated by other software products
such as RSLogix software, which is cached and will appear in the audit log when the server
comes back online.
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“At least one service or driver failed during system startup.
Use Event Viewer to examine the event log for details”
appears when attempting to start the client
This message may appear when launching RSLinx Classic on a system that has both
RSLinx Classic and RSLinx Enterprise installed. The System Event log contains the
message, “The A-B Virtual Backplane service failed to start due to the following error:
The system cannot find the file specified.”
In some cases, the Virtual Backplane driver does not get installed correctly. For more
information see the Rockwell Automation Knowledgebase article 34128
(http://www.rockwellautomation.com/knowledgebase/).
“Error initializing FactoryTalk AssetCentre. Could not load file
or assembly… CalibrationPlugin.dll” appears when attempting
to start the client
This message is displayed when you start the FactoryTalk AssetCentre client if the
FactoryTalk AssetCentre Calibration Management client was not installed in the same
directory as the FactoryTalk AssetCentre client. To fix this problem, you must uninstall
and then reinstall the FactoryTalk AssetCentre client, making sure to install the
FactoryTalk AssetCentre Calibration Management client in the same directory as the
FactoryTalk AssetCentre client.
Other errors starting the client
If the client won’t start or you see other error messages not specifically mentioned above,
try the following:
„
Make sure the client computer is connected to the network and the network is
operational.
„
Make sure the FactoryTalk AssetCentre server computer is running.
„
Make sure the FactoryTalk AssetCentre Server service, IIS, and SQL server are all
running on the server computer (and the database computer if separate). To check IIS,
see the gray box “To make sure IIS is running on the server computer” on page 69.
„
Make sure the correct FactoryTalk Directory is specified. On the machine running the
client, select Start > All Programs > Rockwell Software > FactoryTalk Tools >
Specify FactoryTalk Directory Location.
„
If you are running in an environment without a domain controller (in a workgroup),
you may need to turn off the single sign-on feature of FactoryTalk. See the
FactoryTalk Help for more information.
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„
Make sure the server location setting is correct. On the server computer, click Start >
All Programs > Rockwell Software > FactoryTalk AssetCentre Server > Server
Settings. The server location must be set in this utility, NOT in the FactoryTalk
Administration Console.
„
Make sure the SQL Connection is set properly. On the server computer, click Start >
All Programs > Rockwell Software > FactoryTalk AssetCentre Server > Data
Source Configuration.
„
If you are using a firewall, make sure your firewall is configured properly to permit
access to the FactoryTalk AssetCentre Server. See “Network requirements” on page 6
and “Additional ports you may have to open” on page 79.
Starting the agent
If the FactoryTalk AssetCentre software installed on the server has been updated, the
agent will not start until the software on the agent is updated. See “Checking to see if the
agent software is current” on page 58.
Using Calibration Management
“No ProCalV5 Server connection information exists on the
FactoryTalk AssetCentre server” appears when attempting to
use Calibration Management features
This error message is displayed when you attempt to use the Calibration Management
capability, but have not installed the FactoryTalk AssetCentre Calibration Management
server. See “Installing the ProCalV5 server software after the FactoryTalk AssetCentre
server” on page 35.
This error message is also displayed if you have installed the FactoryTalk AssetCentre
Calibration Management server, but have not run the ProCalV5 Data Source Edit Wizard.
See “Running the ProCalV5 Data Source Edit Wizard” on page 36.
“Error executing ProCalV5 commands, check ProCalV5
installation” appears when attempting to use Calibration
Management features
This error message is displayed when you attempt to use the Calibration Management
capability, but have not installed the FactoryTalk AssetCentre Calibration Management
client. See “FactoryTalk AssetCentre Calibration Management client software installer”
on page 42.
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“Error initializing FactoryTalk AssetCentre. Could not load file
or assembly… CalibrationPlugin.dll” appears when attempting
to start the client
This message is displayed when you start the FactoryTalk AssetCentre client if the
FactoryTalk AssetCentre Calibration Management client was not installed in the same
directory as the FactoryTalk AssetCentre client. To fix this problem, you must uninstall
and then reinstall the FactoryTalk AssetCentre client, making sure to install the
FactoryTalk AssetCentre Calibration Management client in the same directory as the
FactoryTalk AssetCentre client. See “Installing FactoryTalk AssetCentre clients” on
page 37.
Unable to run the ProCalV5 Data Source Edit Wizard
If the ProCalV5 Data Source Edit Wizard displays an error when you run it (by clicking
Start > Programs > Rockwell Software > FactoryTalk AssetCentre Server >
ProCalV5 Data Source Configuration), the cause may be that the FactoryTalk
AssetCentre Calibration Management server was not installed in the same directory as the
FactoryTalk AssetCentre server. To fix this problem, you must uninstall and then reinstall
the FactoryTalk AssetCentre server, making sure to install the FactoryTalk AssetCentre
Calibration Management server in the same directory as the FactoryTalk AssetCentre
server.
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A
Installing Microsoft SQL Server 2000
FactoryTalk AssetCentre can use Microsoft SQL Server 2000 (either Enterprise Edition or
Standard Edition) rather than the recommended Microsoft SQL Server 2005. Follow these
instructions to install SQL Server 2000.
Installing Microsoft SQL Server 2000
After you install Microsoft SQL Server 2000, you must install SQL Server 2000 Service
Pack 4 (or higher)!
See “Installing Microsoft SQL Server 2000 Service Pack 4” on page 77 for more information.
FactoryTalk AssetCentre uses a Microsoft SQL Server database to store project files and
user data. If you already have SQL Server 2000 installed on the computer you are going to
use as your FactoryTalk AssetCentre server, you can skip these steps (however, you may
need to reconfigure the server).
If you use an existing SQL Server installation:
The SQL Server collation must be dictionary-order, case-insensitive for use with
FactoryTalk AssetCentre software. If your existing SQL Server collation is casesensitive, the FactoryTalk AssetCentre database installation will fail. Follow the
directions here if your SQL Server collation is NOT dictionary-order, caseinsensitive.
„
If this SQL Server has no other databases on it:
Either: Uninstall SQL Server and reinstall it using the default collation in the
setup program. (This statement applies to English language Microsoft Windows
operating systems and SQL Server software. For other languages, be sure to
select a dictionary-order, case-insensitive collation when reinstalling.)
Or: Rebuild the master database using a dictionary-order, case-insensitive
collation. Refer to the SQL Server 2000 online books for instructions.
„
If this SQL Server has other databases on it, then setup or use another SQL Server
that is configured with a dictionary-order, case-insensitive collation.
If you have an MSDN subscription you can find more information at
http://msdn2.microsoft.com/en-us/library/aa176550(SQL.80).aspx, or search the
Microsoft MSDN site for SQL Server 2000 collation settings.
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To install SQL Server 2000 so it is compatible with FactoryTalk AssetCentre server:
1. Log on to the server computer as an administrator or as a user with administrative
rights.
It is possible to install SQL Server 2000 on a different computer from the one on which
you will install the FactoryTalk AssetCentre server software.
2. Start the SQL Server 2000 installation from the Microsoft SQL Server 2000 CD.
3. Follow the on-screen instructions. In the Setup Type window:
„
For English language operating systems and SQL Server software, select Typical.
„
For non-English language operating systems or SQL Server software, select
Custom so that you can specify the correct collation settings in step 4c below.
4. Follow the on-screen instructions for installation. See the steps below for information
about particular settings.
a. The Services Accounts window of the installation program asks how you want to
run the services for the SQL Server. Select Use the Local System account.
You can run the SQL Server using a domain account. This can, however, complicate
system maintenance (for instance, when changing passwords). If you are not sure of the
type of account you should use for running the SQL Server, consult your network
administrator.
b. In the Authentication Mode window, click Mixed Mode (Windows
Authentication and SQL Server Authentication). This means that both the SQL
Server and the Windows domain can authenticate users for the SQL Server. When
you click Mixed Mode, fields open for entering the password for the sa (SQL
Server system administrator) account password. Do not forget the password. You
will need this password when you install the FactoryTalk AssetCentre server.
The Authentication Mode window has a “Blank Password” check box. Checking this box
allows you to have an sa account that has no password. Do not check this box under
any circumstances! Doing so leaves your SQL Server and your computer open to
attack.
c. If you chose a custom setup type in step 3, then in the Collation Settings window,
select SQL Collations and a dictionary-order, case-insensitive collation.
The collation settings must be case-insensitive! If the settings are case-sensitive, the
FactoryTalk AssetCentre database installation will fail.
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d. Follow the on-screen instructions to complete the installation.
Installing Microsoft SQL Server 2000 Service Pack 4
After you install Microsoft SQL Server 2000, you must install the latest SQL Server 2000
servicepPack (at the time of this writing, Service Pack 4 is the latest service pack). The
service pack is necessary for the software to run properly and will protect your SQL
Server 2000 server from certain types of attacks.
To obtain this service pack, go to the Microsoft website, www.microsoft.com, and search
for “SQL Server 2000 Service Pack.”
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B
Reference
Additional ports you may have to open
If you are using a firewall, you may need to open ports for other Rockwell Automation
products as well as for FactoryTalk AssetCentre. For the ports to open for FactoryTalk
AssetCentre, see “Network requirements” on page 6.
Is used with this
product
This port
Of this type
For this purpose
25
TCP
1769-L35E
RSBizWare
RSSql
RSView Messenger
Outbound e-mail only
67-68
UDP
1734-AENT
1747-L55x
1756-ENBT
1756-ENET
1756-EWEB
1761-NET-ENI
1769-L35E
1785-ENET
1785-LXXE
1788-ENBT
1794-AENT
5820-EI
PowerFlex Drives
PowerMonitor 3000
PanelView
PanelView Plus
Client only
69
UDP
5820-EI
For binary download, used in conjunction
with BootP
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80
Is used with this
product
This port
Of this type
For this purpose
80
TCP
1734-AENT
1747-L55x
1756-ENBT
1756-ENET
1756-EWEB
1761-NET-ENI
1763-L16x
1769-L35E
1785-ENET
1785-LXXE
1788-ENBT
1794-AENT
PowerFlex Drives
PowerMonitor 3000
PanelView
PanelView Plus
RSBizWare
RSView32
RSViewSE
123
UDP
PowerMonitor 3000
Network time protocol
135
TCP
FactoryTalk
DCOM endpoint mapper
135
TCP
RSMACC
161
UDP
1734-AENT
1747-L55x
1756-ENBT
1756-ENET
1761-NET-ENI
1769-L35E
1785-ENET
1785-LXXE
1788-ENBT
1794-AENT
5820-EI
PowerFlex Drives
PowerMonitor 3000
PanelView
PanelView Plus
300-400
UDP
PowerMonitor 3000
Master / slave configuration
FTAC-IN002C-EN-E.book Page 81 Friday, September 12, 2008 1:13 AM
This port
Of this type
Is used with this
product
400-402
TCP
RSSql
1089
TCP / UDP
1090
TCP / UDP
1091
TCP / UDP
1330
TCP
FactoryTalk
Object RPC
1331
TCP
FactoryTalk
Service control
1332
TCP
FactoryTalk
Server health
1433
TCP
RSMACC
SQL Server Communication (default port)
2222
TCP
1747-L55x
1771-DMC(x)
1785-ENET
1785-LxxE
5820-EI
INTERCHANGE
PowerMonitor II
RSLinx
Uses port 2223 as the source port for TCP
connections
2222
UDP
1734-AENT
1756-ENBT
1769-L35E
1788-ENBT
1794-AENT
I/O communications (used only by products
that support I/O over EtherNET/IP)
3060
TCP
FactoryTalk
Directory Server file transfer
3622
TCP / UDP
4120
TCP
RSBizWare
Production Server
4121
TCP
RSBizWare
Server Manager
4122
TCP
RSBizWare
PlantMetrics Server
4123
TCP
RSBizWare
Task Manager
4124
TCP
RSBizWare
Scheduler Server
4125
TCP
RSBizWare
Scheduler CTP Server
6543
TCP
FactoryTalk
Alarm Server
7600
TCP
FactoryTalk
Event Multiplexor
For this purpose
Transaction Manager, Compression Server,
and Configuration Server
Foundation Fieldbus
81
• • • • •
B • REFERENCE
• • • • •
FTAC-IN002C-EN-E.book Page 82 Friday, September 12, 2008 1:13 AM
FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
This port
Of this type
Is used with this
product
For this purpose
7700
TCP
FactoryTalk
Event Server
7710
TCP
FactoryTalk
Directory Server
7720
TCP
RSViewSE
HMI Server
7721
TCP
RSViewSE
Server Framework
7722
TCP
RSViewSE
HMI Activation
7723
TCP
RSViewSE
Historical Data Log Reader
8080
TCP
RSBizWare
Production Server, reports
8081
TCP
RSBizWare
Server Manager
8083
TCP
CTP Server
27000
TCP
FactoryTalk
License Server
44818
TCP / UDP
1734-AENT
1747-L55x
1756-ENBT
1756-ENET
1756-EWEB
1761-NET-ENI
1763-L16x
1769-L35E
1785-ENET
1785-LXXE
1788-ENBT
1794-AENT
INTERCHANGE
(rsicd)
PowerFlex Drives
PowerMonitor 3000
PanelView
PanelView Plus
RSLinx
RSLinx Enterprise
Messaging, data transfer, upload/download,
peer messaging, and so on. TCP type is used
by RSLinx largely for browsing.
dynamic
(102465535+)
TCP
FactoryTalk
DCOM dynamic ports
If your computers are using virtual private networking (VPN) software, you may need to
work with your network administrator to permit traffic for these ports.
82
FTAC-IN002C-EN-E.book Page 83 Friday, September 12, 2008 1:13 AM
Index
Symbols
.NET installation
„
28, 40, 49
A
access to features „ 63
activating
FactoryTalk AssetCentre „ 24, 25
activation
about „ 23
adding in future „ 23
capability „ 23
capacity „ 23
installing the activation client „ 25
refresh „ 23
types of „ 23
Activation Wizard „ 26
agents „ 3
agent does not run „ 58
Disaster Recovery, installing „ 48
installing „ 47
not starting „ 72
system requirements „ 5
updating from server „ 58
where to install „ 47
Archive database in RSMACC „ 9
import affects label timestamp „ 9
asset tree „ 12
Audit database in RSMACC „ 9
C
Calibration Management capability
activation „ 23
installing Calibration Management Server
„ 34
installing ProCalV5 client „ 37, 45
installing ProCalV5 server „ 16, 22, 35
operating system language „ 5
ProCalV5 Connection Installer „ 34
requirements „ 5
Calibration Management Server, installing
„ 34
capabilities
agents and „ 47
Calibration Management „ 16, 22, 35, 37,
45
types „ 23
capacity activation „ 23
clients „ 3
error starting „ 70
installing „ 38
running „ 45, 58
system requirements „ 5
updating from server „ 45
where to install „ 37
computers
adding to FactoryTalk Directory „ 62
Configure Server Settings utility „ 32
configuring
access to features „ 63
client computers „ 62
security „ 63
security and RSLogix „ 56
users „ 61
connecting ProCalV5 server „ 36
converting
from RSMACC „ 9
from RSMACC Change Management „ 10
CPR 9 SR 1, upgrading
FactoryTalk Activation „ 1
FactoryTalk AssetCentre agents „ 48
FactoryTalk AssetCentre clients „ 38
FactoryTalk AssetCentre server „ 27
FactoryTalk Services Platform „ 1
RSLinx Classic „ 1
RSLinx Enterprise „ 1
RSLogix 500 „ 2
CPR 9, upgrading to CPR 9 SR 1 „ 1
D
Database Installer utility
„
30
83
• • • • •
FTAC-IN002C-EN-E.book Page 84 Friday, September 12, 2008 1:13 AM
FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
Database Migration Wizard „ 11
Database User Configuration utility „ 31
databases
Archive - RSMACC „ 9
Audit - RSMACC „ 9
Diagnostics and Health - RSMACC „ 9
Event - RSMACC „ 9
migrating from RSMACC „ 9, 11
purging old RSMACC data before migration
„ 10
Diagnostics and Health database in RSMACC
„ 9
Disaster Recovery
activation „ 23
installing agent „ 48
E
error messages
“At least one service or driver failed during
system startup” „ 71
“Cannot initialize application eventing
subsystem” „ 70
“Error executing ProCalV5 commands,
check ProCalV5 installation” „ 72
“Error initializing FactoryTalk AssetCentre.
Could not load file or assembly” „ 71,
73
“Error initializing FactoryTalk AssetCentre”
„ 70
“Error reading Primary Server Name from
FactoryTalk Directory” „ 69
“No ProCalV5 Server connection
information exists on the FactoryTalk
AssetCentre server” „ 72
“The client and server versions are
incompatible” „ 70
target machine actively refused the
connection „ 70
Event database in RSMACC „ 9
F
FactoryTalk Activation
client, installing „ 25
84
server, installing „ 24
upgrading „ 1
FactoryTalk Activation client
installing „ 25
FactoryTalk Activation Wizard „ 26
FactoryTalk Administration Console „ 29, 41,
51
using „ 61
FactoryTalk AssetCentre
activating „ 24, 25
FactoryTalk AssetCentre agents „ 3
installing „ 47
not starting „ 72
requirements „ 5
upgrading „ 48
FactoryTalk AssetCentre clients „ 3
error starting „ 70
installing „ 38
requirements „ 5
running „ 45, 58
upgrading „ 38
FactoryTalk AssetCentre server „ 3
error starting „ 70
installing „ 15, 27
requirements „ 4
upgrading „ 27
FactoryTalk Directory
access via „ 61
adding computers „ 62
adding users „ 61
FactoryTalk Security
RSLogix and „ 56
FactoryTalk Services Platform
installing on agent computers „ 50
installing on clients „ 40
installing on server „ 29
upgrading „ 1
feature security „ 63
File and Printer Sharing setting „ 15
firewall
configuring for „ 6, 79
IIS and „ 15
TCP/IP ports „ 7, 79
FTAC-IN002C-EN-E.book Page 85 Friday, September 12, 2008 1:13 AM
H
hardware requirements
agent computer „ 5
clients „ 5
server „ 4
N
„
4
network requirements
6
P
I
IIS
check if running „ 69
firewall and „ 15
installing „ 17
installing
.NET „ 28, 40, 49
agents „ 47
Calibration Management Server „ 34
FactoryTalk Activation client „ 25
FactoryTalk Activation server „ 24
FactoryTalk AssetCentre agents „ 47
FactoryTalk AssetCentre clients „ 38
FactoryTalk AssetCentre server „ 15, 27
FactoryTalk Services Platform
on agent computers „ 50
on clients „ 40
on server „ 29
IIS „ 17
Internet Information Services „ 17
ProCalV5 client „ 37, 45
ProCalV5 server „ 16, 22, 35
process „ 7
RSLinx Classic „ 42, 52
RSLinx Enterprise „ 43, 54
RSLogix 5000 Compare tool „ 53
SQL Server 2000 „ 75
SQL Server 2000 Service Pack „ 77
SQL Server 2005 „ 18
SQL Server 2005 Service Pack „ 21
Internet Information Services
installing „ 17
M
migrating
from RSMACC „ 9
from RSMACC Change Management
RSMACC databases „ 9, 11
„
„
10
ports
needed for FactoryTalk AssetCentre „ 6
needed for Rockwell Automation products
„ 79
TCP/IP „ 7, 79
ProCalV5 client
installing „ 37, 45
ProCalV5 Connection Installer „ 34
ProCalV5 Data Source Configuration „ 36
ProCalV5 Data Source Edit Wizard
running „ 36
unable to run „ 73
ProCalV5 server
connecting „ 36
installing „ 16, 22, 35
R
RAID-5 „ 5
RSLinx Classic
installing „ 42, 52
upgrading „ 1
RSLinx Enterprise
installing „ 43, 54
upgrading „ 1
RSLogix
agents and „ 48
security and „ 56
where to install „ 37, 47
RSLogix 500
upgrading „ 2
RSLogix 5000 Compare tool
installing „ 53
RSMACC
Archive database „ 9
Archive module „ 10
Audit database „ 9
Change Management „ 9
clients, uninstalling „ 10
converting from „ 9
databases, purging old data „ 10
Diagnostics and Health database „ 9
Enterprise Online Condition Monitor
„
9
85
• • • • •
INDEX
• • • • •
FTAC-IN002C-EN-E.book Page 86 Friday, September 12, 2008 1:13 AM
FACTORYTALK ASSETCENTRE INSTALLATION GUIDE
RSMACC, cont’d
EOL „ 9
Event database „ 9
migrating databases „ 9, 11
migrating from „ 9
Network Health „ 9
RSSecurity Server
emulator „ 11
uninstalling „ 11
running
FactoryTalk AssetCentre client
S
sa account password „ 76
security
adding users „ 61
configuring „ 63
policies „ 64
RSLogix and „ 56
server „ 3
installing „ 15, 27
system requirements „ 4
Server Settings „ 63
software requirements „ 4
agent computer „ 5
clients „ 5
server „ 4
SQL Server 2000
collation „ 75
installing „ 75
Service Pack „ 77
sa account password „ 76
SQL Server 2005
collation „ 19
installing „ 18
Service Pack „ 21
86
minimum SQL permissions „ 22
starting
FactoryTalk AssetCentre agent „ 72
FactoryTalk AssetCentre client „ 45, 58, 70
system requirements „ 4
agent computer „ 5
clients „ 5
server „ 4
T
„
45, 58
TCP/IP „ 6
troubleshooting
„
67
U
updating message when starting client „ 45
upgrading
from RSMACC Change Management „ 10
from v. 2.00 (CPR 7) to 2.21.01
(CPR 9 SR 1) „ 13
from v. 2.21 (CPR 9) to 2.21.01
(CPR 9 SR 1) „ 1
users
adding to FactoryTalk Directory „ 61
V
virtual private network
VPN „ 82
„
82
W
Windows Firewall
configuration „ 34, 44, 55
IIS and „ 15
Windows Firewall Configuration Utility
44, 55
„
34,
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