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Getting started with FactoryTalk View SE

This chapter describes:

 what FactoryTalk

®

View Site Edition is.

 what a FactoryTalk system is.

 the FactoryTalk View Site Edition software.

 the FactoryTalk View tools and utilities.

 how to set up the software you need.

 running FactoryTalk View SE without activation.

 exploring the Samples Water application.

 how to start creating a new network application.

Welcome to FactoryTalk View Site Edition

FactoryTalk View Site Edition is an integrated software package for developing and running human-machine interface (HMI) applications that can involve multiple users and servers, distributed over a network.

A member of the FactoryTalk View family of products, FactoryTalk View Site Edition

(also called FactoryTalk View SE) provides all the tools you need to create powerful, dependable process monitoring and supervisory control applications.

In FactoryTalk View Studio, you can create FactoryTalk View SE network or local applications that mirror your plant or process.

Use the editors in FactoryTalk View Studio to create and test the application components you need. Then, set up the FactoryTalk View SE Clients, to let operators interact with the application after it is deployed.

About RSView Enterprise

RSView

®

Enterprise is the former name of the FactoryTalk View family of software products.

As of version 5.00 (CPR 9), Rockwell Software products that depend on and can share

FactoryTalk services in an integrated control system, have been renamed to represent the

FactoryTalk brand.

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The following table shows the new names for members of the product family formerly known as RSView Enterprise:

RSView name (CPR 7 and earlier)

RSView Enterprise

RSView Supervisory Edition (SE)

RSView SE Distributed

RSView SE Stand-alone

RSView Studio

RSView SE Client

™

RSView SE Server

™

RSView SE Administration Console

™

RSView Machine Edition

™

(ME)

RSView ME Station

™

FactoryTalk View name (CPR 9 and later)

FactoryTalk View

FactoryTalk View Site Edition (SE)

FactoryTalk View SE (Network)

FactoryTalk View SE (Local)

FactoryTalk View Studio

FactoryTalk View SE Client

FactoryTalk View SE Server

FactoryTalk View SE Administration Console

FactoryTalk View Machine Edition (ME)

FactoryTalk View Machine Edition Station

About FactoryTalk systems

FactoryTalk View SE and other Rockwell Automation software products use a set of common FactoryTalk services to support certain functions.

An automation and control system that uses FactoryTalk services, and integrates

FactoryTalk products and components, is known as a FactoryTalk system.

FactoryTalk Services Platform

The FactoryTalk Services Platform provides a set of common services, such as diagnostic messages, health monitoring services, and access to real-time data, for products and applications in a FactoryTalk system.

Using services, FactoryTalk products can share and gain simultaneous access to resources such as tags and graphic displays, that you only need to define once in the system.

The FactoryTalk Services Platform must be installed wherever FactoryTalk products such as FactoryTalk View SE will run. Following are the services the platform provides:



FactoryTalk Directory

centralizes access to application resources and names (for example, data tags and graphic displays), for all FactoryTalk products and components participating in an automated control system.

For more information, see Chapter 4, Setting up the FactoryTalk Directory.

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

FactoryTalk Security

centralizes user authentication and authorization at the

FactoryTalk Directory. For information about securing FactoryTalk View SE

applications, see Chapter 5, Setting up security.



FactoryTalk Live Data

manages connections between FactoryTalk products and data servers. For information about data communications in FactoryTalk View SE

applications, see Chapter 8, Setting up communications.



FactoryTalk Diagnostics

collects and provides access to activity, status, warning, and error messages generated throughout a FactoryTalk system. For information about

diagnostics in FactoryTalk View SE, see Chapter 14, Logging system activity.



FactoryTalk Administration Console

is an optional, stand-alone tool for developing, managing, and securing multiple applications.

You must use the FactoryTalk Administration Console to restore FactoryTalk View SE network applications and to set up computer accounts, if necessary, after upgrading the

FactoryTalk Services Platform, Otherwise, FactoryTalk View Studio is the configuration software for developing and testing FactoryTalk View applications.

FactoryTalk services installed with FactoryTalk View SE

The FactoryTalk Services Platform also supports alarms and events services, and software-based product activation. These services are installed separately, during

FactoryTalk View SE installation, rather than with the FactoryTalk Services Platform.

For more information about FactoryTalk Alarms and Events and FactoryTalk Activation, see the list of FactoryTalk View SE software, next.

Finding more information about FactoryTalk services

This manual contains information about designing and developing FactoryTalk View SE applications, including some information about how FactoryTalk View uses FactoryTalk services.

For detailed information about FactoryTalk services, concepts, and components, see the

FactoryTalk Help.

To open the FactoryTalk Help



On the desktop, click Start > All Programs > Rockwell Software > FactoryTalk Tools, and then click FactoryTalk Help.

You can also open the FactoryTalk Help by clicking Help in dialog boxes used to set up FactoryTalk components and services.

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FactoryTalk View Site Edition software

FactoryTalk View SE consists of several pieces of software you can use to build network or local HMI applications, customized to your needs.

Depending on the software packages you purchased, you will have installed one or more of the following software components, from the FactoryTalk View Site Edition CD.

FactoryTalk Services Platform

provides common services (such as diagnostic messages, health monitoring services, and access to real-time data) to products and applications in a FactoryTalk system.

You must install the FactoryTalk Services Platform first, on any computer where you plan to install or run FactoryTalk View SE.

For an overview of the FactoryTalk Services Platform, see page 1-2.

FactoryTalk View Studio

is configuration software for developing and testing

FactoryTalk View SE applications.

FactoryTalk View Studio contains editors for creating complete applications, and includes client and server software for testing the applications you create. Use the editors to create applications that are as simple or as complex as you need.

For information about FactoryTalk View Studio features, see Chapter 2, Exploring

FactoryTalk View Studio.

You can also use FactoryTalk View Studio to set up FactoryTalk Security services for the

applications you develop. For more information, see Chapter 5, Setting up security.

FactoryTalk View Studio is also the configuration software for developing FactoryTalk View

Machine Edition (ME) applications. For information about FactoryTalk View ME, see the

FactoryTalk View Machine Edition User’s Guide and the ME Help.

FactoryTalk View SE Client

is software for viewing and interacting with FactoryTalk

View SE local and network applications at run time.

FactoryTalk View SE Server

, also called the HMI server, stores HMI project components (for example, graphic displays) and serves them to clients. The server also contains a database of tags, and performs alarm detection and historical data logging

The FactoryTalk View SE Server has no user interface. Once installed, it runs as a set of

‘headless’ Windows services that supply information to clients as they request it.

FactoryTalk Alarms and Events

installs behind the scenes during FactoryTalk

View SE installation, and provides system-wide alarm monitoring and control centralized at the FactoryTalk Directory.

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For run-time clients to receive FactoryTalk device-based and tag-based alarm information, you need to set up application servers to support FactoryTalk Alarms and

Events services. For details, see Chapter 11, Setting up FactoryTalk alarms.

FactoryTalk Activation

provides a secure, software-based system for activating

Rockwell Software products and managing software activation files.

For information about activating FactoryTalk View SE software, see the FactoryTalk View

Site Edition Installation Guide.

FactoryTalk tools and utilities

that support the operation of your FactoryTalk

View SE software. For an overview, see Chapter 1 of the FactoryTalk View Site Edition

Installation Guide.

FactoryTalk View SE features

FactoryTalk View SE provides the flexibility and features you need to create powerful automation systems for your plant or process. For example, you can:

 create local applications for parts of the plant or process that are self-contained, and are not related to other parts of the process.

 create complex applications that mirror the layout of a plant or process.

A FactoryTalk View SE network application can contain several servers running on multiple computers, connected over a network. Multiple client users can connect simultaneously to a network application.

 open and modify network applications remotely, using FactoryTalk View Studio.

 use the health monitoring and redundancy features built into FactoryTalk and

FactoryTalk View SE, to support system availability at run time.

 use FactoryTalk Security services to centralize the authentication and authorization of system users at the FactoryTalk Directory.

 create multi-language applications, that support switching between up to 40 different languages at run time. In a network application, multiple clients can run in different languages simultaneously.

 modify HMI tag and alarm properties at run time, and have changes take effect at connected clients, without restarting the clients.



In a redundant network application, changes made at the primary HMI server can be replicated to the secondary server.

create a complete alarm monitoring system that includes FactoryTalk Alarms and

Events and HMI tag alarms.

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Using FactoryTalk Alarms and Events services, FactoryTalk View SE applications can subscribe to and display device-based alarms, programmed directly into Logix5000 controllers.

 customize alarm summaries and banners, to provide specific alarm data rather than displaying alarms for the entire system.

 create global objects in global object displays, and use copies of these objects throughout an application. When you modify the original object, all linked copies are also updated.

 dock selected displays to an edge of the FactoryTalk View SE Client window, so they can be viewed in a fixed position, at all times.

 use the FactoryTalk View SE Client Object Model and VBA to extend the capabilities of FactoryTalk View SE, and to share and interoperate with Windows programs such as Microsoft SQL Server and Microsoft Excel.

 create trends that show process variables plotted against time. FactoryTalk View SE trends can display real-time or historical data, with up to 100 pens (tags) in each trend.

 log data simultaneously to the FactoryTalk Diagnostics log and to remote ODBC databases, to provide various records of production data.

You can view and manipulate the ODBC-format logged data directly, using thirdparty programs such as Microsoft Access and Business Objects Crystal Reports

®

.

Quick start: setting up the software you need

The design of the automation and control system you plan to deploy will determine which

FactoryTalk View SE software components to install and set up on network computers.

Where you install the software also depends on the type of application:



To develop or run a local application (also called SE Station), you must install all the necessary software components on one computer (except for OPC data servers).



To develop or run a network application (also called a distributed application), you can install different combinations of software on each computer, depending on needs.

Steps in this section describe the basic tasks involved in setting up the software needed to develop and run local and network applications.

For detailed installation instructions, and for information about deploying Site Edition network and local applications for production, see the FactoryTalk View Site Edition

Installation Guide.

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Step 1: Plan the layout of the network

The layout of the network is particularly important to the design of a network application.

The type and structure of the network can determine which roles participating host computers will play, including whether any of the servers will run as redundant pairs.

If you are planning a network application that uses more than 10 computers, you must use a network domain controller. For network applications consisting of 10 computers or fewer, you can use a Windows workgroup.

Do not run FactoryTalk Directory, or any other application software, on the same computer as a

Windows domain controller.

Step 2: Install the FactoryTalk Services Platform

FactoryTalk View applications depend on FactoryTalk software, such as FactoryTalk

Directory, to run. You must install the FactoryTalk Services Platform first, on any computer where you plan to install and run FactoryTalk View SE software.

During the FactoryTalk Services Platform installation, the FactoryTalk Network Directory and Local Directory are set up automatically on the computer.

If you plan to run only the FactoryTalk Directory server on a computer, without any dependent software, install only the FactoryTalk Services Platform on the computer.

Step 3: Install FactoryTalk View SE

When you install the FactoryTalk View SE software, you can choose to install all the components on one computer, or to install individual components on separate computers on the network.

To develop or run a local application, you must install the FactoryTalk Services Platform and all the FactoryTalk View SE software on one computer.

In a local application, only OPC data servers can be run on a separate computer.

To develop or run a network application, you can install all the FactoryTalk View SE software, or just selected components, on participating computers.

For example, you might install only the FactoryTalk View SE Client software on computers run by operators. Similarly, to distribute server loads across the application, you might install only the FactoryTalk View SE Server software on server computers.

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Step 4: Install the communications software

How you plan to obtain data for an application will determine which communications software you install.

You can use the RSLinx ® software shipped with FactoryTalk View SE, or use other software and devices that support OPC (OLE for Process Control) communications.

For more information about setting up communications for a FactoryTalk View SE

application, see Chapter 8, Setting up communications.

When to use RSLinx Enterprise

RSLinx Enterprise is a FactoryTalk Live Data server that can run on multiple platforms, from PanelView ™ Plus dedicated terminals to desktop computers.

For communications with Allen-Bradley local and remote devices—particularly with

Logix5000 controllers—RSLinx Enterprise is the recommended data communications software for FactoryTalk View applications.

When to use RSLinx Classic

RSLinx Classic provides some functionality that RSLinx Enterprise does not.

For example, install and use RSLinx Classic to serve data through DH+ (Data Highway +) networks, to support complex bridging and routing, and to support unsolicited messaging from a controller to RSLinx.

With RSLinx Classic, you can also create alias topic shortcuts and perform online tasks such as uploading and downloading RSLogix

®

5000 files.

Communicating with third-party local and remote devices

For communications with non-Allen-Bradley local and remote devices, FactoryTalk

View SE supports OPC (OLE for Process Control), a protocol used to connect to communication devices via vendor-specific OPC servers.

OPC enables FactoryTalk View to act as a client to other OPC servers. This means that

FactoryTalk View can use third-party OPC servers to retrieve tag values from third-party controller devices, such as Siemens or Modicon ® .

FactoryTalk View supports the OPC-DA 2.0 specification.

Step 5: Install the necessary activation keys

The types of product licenses you require depend on the software you have installed, and how you intend to use it.

For information about the types of activation you might need, and how to install activation keys, see the FactoryTalk View Site Edition Installation Guide.

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Running FactoryTalk View SE without activation

The FactoryTalk View SE and RSLinx software you install must be licensed for full use.

If for some reason activation is unavailable, the software can run unlicensed for a grace period of up to seven days. This provides time to correct any problems, without disrupting critical applications.

If activation is restored within the seven days, normal operations will resume. If activation remains unavailable when the grace period expires, the FactoryTalk View SE software will run in demo mode.

With a Site Edition network application in demo mode, you can:

 create or load up to five HMI servers locally, in FactoryTalk View Studio.

 create or load up to five graphic displays per HMI server.

 run a local FactoryTalk View SE Client for up to two hours. Remote clients cannot connect to an application in demo mode.

 import only the first graphic in each category from Symbol Factory. Symbol Factory is a graphics library with over 5,000 quality graphic images.

Step 6: Set up the FactoryTalk Directory

The FactoryTalk Directory centralizes access to resources and components, such as graphic displays and tags, for all FactoryTalk products participating in a control system.

There are two types of FactoryTalk Directory:



Local Directory

manages applications that are confined to a single computer, for example, FactoryTalk View SE local applications.



Network Directory

manages applications that can consist of multiple clients and servers on separate computers connected over a network, for example, FactoryTalk

View SE network applications.

Both directories are configured on the computer, when you install the FactoryTalk

Services Platform. To use the Local Directory as part of a local application, no further setup is required.

To use the Network Directory as part of a network application, you must set up all participating computers to point at the same Network Directory computer. For more

information, see Chapter 4, Setting up the FactoryTalk Directory.

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Exploring the Samples Water application

The Samples Water application shipped with FactoryTalk View SE is a fully functional example of a network application.

To explore the FactoryTalk View SE development and run-time environments, open the

Samples Water application in FactoryTalk View Studio and run the Samples Water client.

To open the Samples Water application

1. On the desktop, click Start > All Programs, and then click FactoryTalk View Studio.

2. In the Application Type Selection dialog box, click Site Edition (Network), and then click Continue.

3. In the New/Open Site Edition (Network) Application dialog box, click Samples

Water, select an application language, and then click Open.

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Navigate to other displays in the application using touch zones...

...and buttons on the menu bar.

Switch between languages in the application.

View FactoryTalk alarms in a docked alarm banner.

View Diagnostics messages.

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In the illustration, the graphic display named Aeration and the undocked Objects toolbar are open in the Graphics editor.

For information about working with FactoryTalk View Studio and the editors, see

Chapter 2, Exploring FactoryTalk View Studio.

To test a display in FactoryTalk View Studio

1. In FactoryTalk View Studio, in the Explorer window, right-click the display you want to test, and then click Open.

2. On the View menu, click Test Display. To stop testing, on the View menu, click Edit

Display.

To run the Samples Water client



On the desktop, click Start > All Programs > Rockwell Software > FactoryTalk View, and then click Samples Water.

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Use the buttons and touch zones provided, to navigate through the Water Samples application, view alarm summaries and trends, and switch between application languages.

Creating a new FactoryTalk View SE application

You can also create a simple, new application, to exercise some of the development and run-time features of FactoryTalk View SE. Following are some steps to get you started.

Step 1: Create the application

First, create the application itself, and then add one HMI server or more.

The HMI server stores project components (for example, graphic displays), and serves these components to clients. The server also contains a database of tags, and performs alarm detection, and historical data management (logging).

To create a new network application

1. On the desktop, click Start > All Programs, and then click FactoryTalk View Studio.

2. In the Application Type Selection dialog box, click Site Edition (Network), and then click Continue.

3. In the New/Open Site Edition (Network) Application dialog box, click the New tab

4. Type a name and description for the application, select an application language, and then click Create.

The default language displayed in the New tab is the operating system language. You can accept the default or, in the Language list, select any language that Windows

supports. For more information, see Chapter 12, Setting up language switching.

After creating the application, you can add an HMI server to the root of the application, or to another area in the application. For this example, add an area to contain the new HMI server.

To add an area to the application

1. In FactoryTalk View Studio, in the Explorer window, right-click the application icon, and then click New Area.

2. Type a name and description for the area, and then click OK.

To add an HMI server

1. In FactoryTalk View Studio, in the Explorer window, right-click the area you just created, click Add New Server, and then click HMI Server.

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2. In the Add HMI Server Wizard, in the Select Operation window, click Create a new

HMI server, and then click Next.

For information about other options in the Select Operation window, see “Adding an

HMI server” on page 6-10.

3. Type a name and description for the HMI server, and then click Finish.

For details about options in the Add HMI Server Wizard, click Help.

The Add process faceplates dialog box opens, if it’s set to display when you create a new HMI server. If you don’t want to add faceplates, click Cancel to close the dialog box, without affecting

HMI server creation. For more information about adding faceplates, see page 15-26.

Step 2: Create a graphic display

Adding an HMI server to an application also creates the HMI project, which contains all of the editors and productivity tools you need to create and modify application components.

For a list of editors and their functions, see “Opening component editors” on page 2-10.

For instructions about using the editors, click Help in editor dialog boxes.

For this example, use the Graphics editor to create a graphic display, and then add a graphic object to that display.

To create a new display



In FactoryTalk View Studio, in the Explorer window, open the Graphics folder, rightclick the Displays icon, and then click New.

An untitled display opens in the workspace to the right of the Explorer window.

To add a graphic object to the display

1. In the Graphics editor, on the Objects menu, click Drawing, and then click Rectangle.

You can also click the button on the Objects toolbar that represents the object you want to add.

For information about using the Graphics editor, see Chapter 15, Creating graphic

displays and Chapter 16, Creating graphic objects.

2. Position the pointer where you want to draw the rectangle, click and hold the left mouse button, and then drag the mouse down and to the right.

3. Release the mouse button to place the rectangle on the display.

To save the new display

1. On the File menu, click Close.

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2. Click Yes to save changes and close the display.

3. In the Save dialog box, type a name for the display, and then click OK.

Step 3: Test run the application in FactoryTalk View SE Client

In FactoryTalk View Studio, you can only test one graphic display at a time. To test navigating among displays, run the application in a FactoryTalk View SE Client.

To run the new application you just created, create a FactoryTalk View SE Client configuration file that specifies:

 the type and name of the application the client will connect to.

 the display to run initially, when the client starts. This can be the new display you just created.

While you are developing an application, it is recommended that you test run the application in a

FactoryTalk View SE Client at various stages. That way, you can resolve issues that might occur only at run time.

To create a FactoryTalk View SE Client configuration file

1. On the desktop, click Start > All Programs > Rockwell Software > FactoryTalk View, and then click FactoryTalk View Site Edition Client.

2. In the FactoryTalk View SE Client Wizard, click New, and then follow the instructions in the wizard.

For details about options in the FactoryTalk View SE Client Wizard, click Help.

To run the FactoryTalk View SE Client

1. In the Completion Options window of the FactoryTalk View SE Client Wizard, select

Save configuration and open FactoryTalk View SE Client now.

2. Click Finish.

The graphic display you specified to run initially will open in the FactoryTalk View

SE Client window.

When you are finished testing, use the close button on the client’s title bar to close the client window.

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