Solid state equipment has operational characteristics differing from those of electromechanical equipment. Safety Guidelines for the
Application, Installation and Maintenance of Solid State Controls (publication SGI-1.1
office or online at http://literature.rockwellautomation.com
) describes some important differences between solid state equipment and hardwired electromechanical devices. Because of this difference, and also because of the wide variety of uses for solid state equipment, all
persons responsible for applying this equipment must satisfy themselves that each intended application of this equipment is acceptable.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or
application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements
associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the
examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in
this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
Identifies information about practices or circumstances that can cause an explosion in a
hazardous environment, which may lead to personal injury or death, property damage, or
economic loss.
available from your local Rockwell Automation sales
Identifies information that is critical for successful application and understanding of the product.
Identifies information about practices or circumstances that can lead to personal injury or death,
property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and
recognize the consequence
Labels may be on or inside the equipment, for example, a drive or motor, to alert people that
dangerous voltage may be present.
Labels may be on or inside the equipment, for example, a drive or motor, to alert people that
surfaces may reach dangerous temperatures.
Allen-Bradley, Integrated Architecture, FactoryTalk, FactoryTalk Directory, FactoryTalk Activation, FactoryTalk Administration, FactoryTalk Services, FactoryTalk Batch, FactoryTalk Historian, FactoryTalk View SE, FactoryTalk View
Studio, FactoryTalk Alarms and Events, Logix 5000, Rockwell Automation, Rockwell Software, RSLinx Classic, RSLinx Enterprise, and TechConnect are trademarks of Rockwell Automation, Inc.
Trademarks not belonging to Rockwell Automation are property of their respective companies.
7477-ISVS100Process automation system server (PASS) with 100 screens
7477-ISVS250Process automation system server (PASS) with 250 screens
7477-IC2VCOperator workstation (OWS)
Use this manual to configure PlantPAx servers and workstations. The servers
and workstation are prepackaged hardware and software products based on
the PlantPAx characterized system elements. You should have already
completed the procedures in the PlantPAx Process Automation System Quick
Start, publication 7477-QS001.
You can also create image backups of the servers and workstations, as well as
order process-specific support.
TopicPage
Image Backup5
Process System Support6
Image Backup
Publication 7477-UM001A-EN-E - August 20095
A cloning utility resides on the VersaView Accessories CD which is shipped
with every VersaView Computer.
This cloning utility lets you create a back-up image of your computer’s hard
disk drive. If your system becomes unstable or corrupt, you can restore the
hard disk drive from the back-up image. There is no restriction on the number
of times you create or restore a back-up image.
When using the automated cloning utility, the active system partition of your
computer’s hard disk drive can back up to and restore from the recovery
partition. The active system partition runs the operating system. The recovery
partition stores a back-up image of the system. Each time you create a back-up
image in the recovery partition, the previously archived image is replaced. It is
recommended that the original image stored to the recovery partition remain
intact and all future images be saved to DVD format.
Chapter 1 PlantPAx Servers and Workstations
Use the cloning utility to:
• Create, resize, or delete a recovery partition on the hard disk drive.
• Create a back-up of the active system image in the recovery partition of
the hard drive.
• Restore an archived system image from the recovery partition.
• Use the ghost utility to manually perform system operations to create a
bootable CD or DVD with a back-up image.
For information on using the cloning utility, see the Cloning Utility Technical
Data, publication 6000-TD001
. This publication is available on the desktop of
each PlantPAx computer in the folder named PlantPAx Documentation, as
well as via Literature Library.
Process System Support
PriorityConnect Systems Support offers support tailored for process
automation systems available through TechConnect Support. PriorityConnect
contracts offer these features:
• Highly experienced team of engineers with training and systems
experience across the entire Integrated Architecture system for both
process systems
• Process support at a systems level provided by process engineers
• Priority case handling by Senior Systems Support Group with proactive
case resolution follow-up
• Unlimited online support requests
• Access to hundreds of other support engineers as needed
• Use of online remote diagnostic tools
• Access to otherwise restricted TechConnect Knowledgebase content
• Technical Reference Library DVD
• 24x7x365 phone-support coverage upgrade option
For more information, contact your local distributor or Rockwell Automation
representative, or visit http://support.rockwellautomation.com
.
Additional Resources
ResourceDescription
PlantPAx Process Automation System Quick
Start, publication 7477-QS001
PlantPAx Process Control System Profile,
publication PROCES-SG001
PlantPAx Process Automation System
Reference Manual, publication
PROCES-RM001
6Publication 7477-UM001A-EN-E - August 2009
See these documents for more information.
Startup a new PlantPAx server or workstation and configure Windows settings.
Overview of the three typical process architectures: independent, centralized, and
distributed.
Architecture definitions and design recommendations for PlantPAx process automation
systems.
PlantPAx Servers and Workstations Chapter 1
You can view or download publications at
http://literature.rockwellautomation.com.
Publication 7477-UM001A-EN-E - August 20097
Chapter 1 PlantPAx Servers and Workstations
8Publication 7477-UM001A-EN-E - August 2009
Process Automation Server (PASS)
Chapter
2
Introduction
The process automation system server (PASS) is the process system server.
The PASS can also provide HMI, data, and OPC server functions. The
available servers are:
• 7477-ISVS100, PASS with 100 screens.
• 7477-ISVS250, PASS with 250 screens.
To configure a PASS, complete these steps.
1. Set up FactoryTalk Directory services.
2. Change the Windows configuration.
3. Configure the FactoryTalk Activation server.
4. Start your project.
TopicPage
Set Up FactoryTalk Directory Services10
Change the Windows Configuration13
Configure the FactoryTalk Activation Server14
Start Your Project23
PASS Details24
Publication 7477-UM001A-EN-E - August 20099
Chapter 2 Process Automation Server (PASS)
Set Up FactoryTalk
Directory Services
To set up FactoryTalk Directory services, complete these steps.
3. In the Explorer window, browse to Network (THIS COMPUTER) and
choose System>Computers and Groups>Computers.
4. Right-click RAPASS and choose Delete.
5. Click Yes to continue.
Now you can create a new FactoryTalk Administration Console administrator
account. If you choose not to create a new account, we recommend that you
change the default FactoryTalk Services password.
1. Browse to Network (THIS COMPUTER) and choose System>Users
and Groups>Users.
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Process Automation Server (PASS) Chapter 2
2. Double-click the administrator account.
3. Click Reset Password and enter a new FactoryTalk Administration
Console password.
Record this password for future reference.
4. Click OK to exit.
Change the Windows
Configuration
Use the Windows desktop to set the speed and duplex settings of the PASS.
1. Choose Start>Settings>Control Panel.
2. Double-click System and click the Hardware tab.
3. Click Device Manager in the Device Manager box.
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Chapter 2 Process Automation Server (PASS)
4. In the Device Manager window, click the + icon next to Network
adapters.
Configure the FactoryTalk
Activation Server
5. Right click the first Network adapter in the list and choose Properties.
6. Click the Advanced tab and select Speed & Duplex in the Property
window.
7. From the Value menu, choose 100 Mbps Full Duplex and click OK.
8. Repeat these steps for the other network adapter.
For continuous use of FactoryTalk products and other Rockwell Software
products, computers running the software must have access to activation files.
FactoryTalk Activation software provides a secure, software-based system for
activating Rockwell Software products and managing software activation files.
With FactoryTalk Activation software, there is no need for a physical master
disk or any physical media. Instead, activation files are generated and
distributed electronically.
Concurrent activations are locked to a central activation-server computer on
the network. The activation server manages a pool of activation keys for
connected clients to share. Floating concurrent activations are assigned
automatically to clients that need them, and returned automatically to the
activation server pool when the software stops running on the client, or when
the client computer shuts down.
14Publication 7477-UM001A-EN-E - August 2009
Process Automation Server (PASS) Chapter 2
Client computers must be set up to obtain floating activations from the
activation server. A continuous network connection is also required for clients
to use floating activations. After a client obtains a floating activation, if the
activation server detects that the client has been disconnected, the activation is
returned to the server pool.
Activation Considerations
ConsiderationDetails
Software that is not activatedIf the components you have installed cannot be activated, for example, because the
activation server is unavailable, then the software will continue to run for up to seven
days. The seven-day grace period allows time to correct the problem with acquiring
activations, without disrupting critical applications. If activation is restored within seven
days, normal operations will resume. If activation is not restored, the grace period will
expire. After the grace period expires, if you restart the components and activation
remains unavailable, the software will run for two hours in Demo mode.
Location of activation serverThe PASS is the primary choice for activation management and should be the location of
the activation server. In the instance that the PASS is not an acceptable location, for
example, a customer makes use of a redundant PASS solution, a EWS is the secondary
choice. In this instance, the EWS should be a dedicated station with a permanent Ethernet
connection to the system. The FactoryTalk Activation software can be configured to run as
both a server and client utility.
Options for adding activation files to the
PASS
Protect activation filesActivation files are simple text files that must have a .lic extension.
To make concurrent floating activations available to activation clients, first you must
download the activation files to the activation server computer, from the Rockwell
Software Activation website.
If the PASS has Internet access, see Activate Software on a PASS with Internet
Connectivity on page 16.
If the PASS does not have Internet access the activations may have to be downloaded on a
different computer with Internet connectivity and then transferred to the PASS, see
Activate Software for a PASS without Internet Connectivity on page 19
As long as the .lic extension is retained, you can copy or rename an activation file without
harming it. However, tampering with text inside the activation file can disable your
Rockwell Software products.
If an activation file is damaged or deleted, contact Rockwell Automation Technical
Support.
For safekeeping, keep an original set of your activation files on back-up media. Use
descriptive names for the files, so that you can identify them later, and copy them back to
the appropriate computers.
Activation files are locked to the Host IDs of the computers (or dongles) that need them.
Activation will fail for Rockwell Software products on a computer where the specified Host
ID is not recognized by the activation file.
.
Publication 7477-UM001A-EN-E - August 200915
Chapter 2 Process Automation Server (PASS)
Activate Software on a PASS with Internet Connectivity
To activate software on a PASS with Internet connectivity, complete these
steps.
1. Insert the dongle included with the PASS into any available USB port.
Do not click 'Use Host ID of a dongle' at this time. You will configure
this later.
4. Click Open Activation Wizard.
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Process Automation Server (PASS) Chapter 2
The Activation Wizard dialog box appears.
5. Click Next.
If you are activating additional products, check 'Use the Expert Interface
to activate multiple products.' You will need the appropriate serial
numbers and product keys provided with each product.
6. Type the serial number and product key found on the activation
certificate that was included with the PASS computer and click Next.
7. Type the number of PASS computers to be activated, typically 1, in
Activations Requested and click Next.
8. To identify the Host ID the product will be associated to, check 'I need
activation for a hardware dongle…' and click Next.
9. Choose the Host ID of the dongle that was included with the PASS and
click Next.
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Chapter 2 Process Automation Server (PASS)
10. Confirm your selections and click Next.
11. Print a copy of the LIC file and click Print.
12. Click Finish.
The activations are now downloaded and you can start the Activation
Server (see page 21
18Publication 7477-UM001A-EN-E - August 2009
).
Process Automation Server (PASS) Chapter 2
Activate Software for a PASS without Internet Connectivity
To activate software on a PASS without Internet connectivity, complete these
steps.
1. On a computer with Internet access, go to
http://licensing.software.rockwell.com
2. In the menu tree, choose Get Activations.
.
3. Select the Host ID type as Dongle.
4. Type the Host ID of the dongle that was included with the PASS.
The Host ID can be found on the dongle.
Publication 7477-UM001A-EN-E - August 200919
Chapter 2 Process Automation Server (PASS)
5. Type the serial number and product key found on the Activation
Certificate that was packaged with the PASS computer.
If you are activating additional products, click 'Use the Expert Interface
to activate multiple products.' You will need the appropriate serial
numbers and product keys provided with each product.
6. Click Next.
7. Type the number of PASS computers to be activated, typically 1, in
Activations Requested and click Next.
8. Validate the data and click Next.
9. Click OK.
10. Click Download Concurrent Activation.
11. Click Save.
12. Save the LIC file to a transportable media (such as a USB thumbdrive).
20Publication 7477-UM001A-EN-E - August 2009
Process Automation Server (PASS) Chapter 2
13. Copy the LIC file to this directory location on the PASS:
The activations are now downloaded and you can start the Activation
Server (see page 21
).
Start the FactoryTalk Activation Server
To start the FactoryTalk Activation server, complete these steps.
1. Insert the dongle into an open USB port on the PASS.
2. Open the FactoryTalk Activation Tool and click the Settings tab.
3. Click Start.
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Chapter 2 Process Automation Server (PASS)
4. Verify that the Activation Server is running.
5. Click the Current Activations tab and click Refresh.
Be sure 'Browse for available activations on start-up' is checked.
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Process Automation Server (PASS) Chapter 2
6. Verify that the activations appear in the upper window of the
FactoryTalk Activation tool.
Start Your Project
The activation service is now started and the PASS software is ready for
use.
7. Click Exit to close the tool.
Now you are ready to start your project. For example:
• Configure new users and roles.
• Add the PASS to a domain.
• Setup FactoryTalk Directory security.
• Load and develop the application files.
For information on implementing a process system, see the PlantPAx Process
Automation System Reference Manual, publication PROCES-RM001
.
Publication 7477-UM001A-EN-E - August 200923
Chapter 2 Process Automation Server (PASS)
PASS Details
Characterization of these system elements focuses on a FactoryTalk View SE
application and does not include the use of FactoryTalk Batch or Historian
products.
Computer Configuration - PASS
AttributePASS
Hardware• Core 2 duo processor
• 1.66 GHz CPU
• 4 GB memory
• Dual, 160 GB hard drives (one for application code; one for logging)
• Dual monitor support
• USB dongle
Configuration• Hardware DEP enabled
• Windows firewall enabled
• No power management
• No screen saver
• No automatic Windows updates
• Remote assistance disabled
• Recovery partition created on C: drive
• Windows classic desktop for Windows XP operating system
• FactoryTalk Directory server specified
• PlantPAx Administrator and default user account for activation server setup
Server Software - PASS
SoftwareProduct
Operating system• Windows 2003 R2 server operating system
Visualization software• FactoryTalk View SE server
• RSLinx Enterprise software (includes FactoryTalk Alarms and Events server)
• RSLinx Classic software
(1)
• Logix5000 Clock Tool software
• FactoryTalk Activation server
• Rockwell Automation Support Tool software
Third-party software• Adobe Acrobat Reader software, version 9.0
(1)
This application software is pre-installed but is not activated on the computer. Activations for this software can be purchased separately. Contact your local sales
representative for more information
24Publication 7477-UM001A-EN-E - August 2009
In addition to the application software above, these optional software packages
are supported for use with the PASS.
The operator workstation (OWS) provides the graphical view and interface
into the process. The workstation is a client of either a PASS or application
HMI server. The OWS supports operator interaction and is not meant to
support development or maintenance activities. The available OWS is catalog
number 7477-IC2VC.
To configure an OWS, complete these steps.
Make sure the PASS is already configured. For more
information, see chapter Chapter 2 Process Automation Server
(PASS) on page 9.
1. Locate the FactoryTalk Directory services.
2. Change the Windows configuration.
3. Configure the FactoryTalk Activation client.
4. Start your project.
TopicPage
Locate the FactoryTalk Directory Services28
Change the Windows Configuration29
Configure the FactoryTalk Activation Client30
Start Your Project32
OWS Details33
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Chapter 3 Operator Workstation (OWS)
Locate the FactoryTalk
Directory Services
To locate the FactoryTalk Directory services, complete these steps.
3. Enter your FactoryTalk Directory Administration Console credentials.
By default, the OWS uses the settings below. If a new administrator
account was created, use the new account credentials.
Username: administrator
Password: rockwell
4. Click Remote computer.
Click the '...' button to navigate the network to find the computer name
of the PASS that is hosting the FactoryTalk Directory services.
5. Choose the appropriate PASS computer and click OK.
The Network FactoryTalk Directory location has now been specified.
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Operator Workstation (OWS) Chapter 3
Change the Windows
Configuration
Use the Windows desktop to set the speed and duplex settings of the OWS.
1. Choose Start>Settings>Control Panel.
2. Double-click System and click the Hardware tab.
3. Click Device Manager in the Device Manager box.
4. In the Device Manager window, click the + icon next to Network
adapters.
5. Right click the first Network adapter in the list and choose Properties.
Publication 7477-UM001A-EN-E - August 200929
Chapter 3 Operator Workstation (OWS)
6. Click the Advanced tab and select Speed & Duplex in the Property
dialog box.
7. From the Value menu, choose 100 Mbps Full Duplex and click OK.
8. Repeat these steps for the other network adapter.
Configure the FactoryTalk
Activation Client
After you set up the activation server, specify the server the client computer
connects to in order to retrieve activations. Once a client is connected to a
server, run the application software (such as FactoryTalk View SE client) and
the server automatically issues available activations.
A continuous network connection is required for an activation client to use
floating activations. After a client obtains a floating activation, if the activation
server detects that the client has been disconnected, the activation is returned
to the server pool.
To be sure that critical software components (such as redundant HMI servers)
can always obtain the necessary activations, set up an activation server on the
computer where the software is running.
Download the OWS License File to the Activation Server on the
PASS
To download the license file, follow either of these procedures:
• Activate Software on a PASS with Internet Connectivity on page 16
• Activate Software for a PASS without Internet Connectivity on page 19
.
.
Use the serial number and product key provided on the activation certificate
that was packaged with the OWS computer. The Host ID will be the same as
the one for the PASS computer. A license file for each OWS computer is
managed by the activation server on the PASS. The activation client utility on
the OWS only needs to be configured to use the activation server once the
license file is put on the activation server.
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Operator Workstation (OWS) Chapter 3
Configure an OWS to Use Activations from an Activation Server
To configure the OWS to use activations from an activation server, complete
these steps.
1. Choose Start>Programs>Rockwell Software>FactoryTalk Activation>
FactoryTalk Activation Tool on the OWS.
2. Click the Settings tab.
3. Add the FactoryTalk Activation server computer to the 'Folders and
servers searched by applications' box.
Syntax = PortNumber@ServerName
For example, 27000@servername where 27000 is the default port for
FactoryTalk Activation server.
4. Check 'Browse for Activations on start-up'.
5. Click the Current Activation tab and click Refresh.
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Chapter 3 Operator Workstation (OWS)
Be sure 'Browse for available activations on start-up' is checked.
Start Your Project
6. Verify that the activation appears in the upper window of the
FactoryTalk Activation tool.
Once the FactoryTalk server has been added to the server list, available
concurrent activations are displayed on Current Activations tab.
Now you are ready to start your project. For example:
• Create and run a FactoryTalk View client
• Create and run a FactoryTalk Batch client
For information on implementing a process system, see the PlantPAx Process
Automation System Reference Manual, publication PROCES-RM001
.
32Publication 7477-UM001A-EN-E - August 2009
Operator Workstation (OWS) Chapter 3
OWS Details
Characterization of these system elements focuses on a FactoryTalk View SE
application, and does not include the use of FactoryTalk Batch or Historian
products.
Computer Configuration - OWS
AttributeOWS
Hardware• Core 2 duo processor
• 1.66 GHz CPU
• 1 GB memory
• One 160 GB hard drive
• Dual monitor support
Configuration• Hardware DEP enabled
• Windows firewall enabled
• No power management
• No screen saver
• No automatic Windows updates
• Remote assistance disabled
• Recovery partition created on C: drive
• Windows classic desktop for Windows XP operating system
• FactoryTalk Directory server specified
• PlantPAx Administrator and default user account for activation server setup
Workstation Software - OWS
SoftwareProduct
Operating system• Windows XP SP2 operating system
Visualization software• FactoryTalk View SE client
Third-party software• Adobe Acrobat Reader software, version 9.0
(1)
This application software is pre-installed but is not activated on the computer. Activations for this software can be purchased separately. Contact your local sales
representative for more information
In addition to the application software above, these optional software packages
are supported for use with the OWS.
Optional Software - OWS
SoftwareProduct
Optional third-party software• Antivirus software
• Microsoft Office products
Publication 7477-UM001A-EN-E - August 200933
Chapter 3 Operator Workstation (OWS)
Notes:
34Publication 7477-UM001A-EN-E - August 2009
Rockwell Automation
Support
Rockwell Automation provides technical information on the Web to assist you in using
its products. At http://support.rockwellautomation.com
manuals, a knowledge base of FAQs, technical and application notes, sample code and
links to software service packs, and a MySupport feature that you can customize to
make the best use of these tools.
For an additional level of technical phone support for installation, configuration, and
troubleshooting, we offer TechConnect support programs. For more information,
contact your local distributor or Rockwell Automation representative, or visit
http://support.rockwellautomation.com
.
, you can find technical
Installation Assistance
If you experience a problem within the first 24 hours of installation, please review the
information that's contained in this manual. You can also contact a special Customer
Support number for initial help in getting your product up and running.
United States1.440.646.3434
Monday – Friday, 8am – 5pm EST
Outside United
States
Please contact your local Rockwell Automation representative for any
technical support issues.
New Product Satisfaction Return
Rockwell Automation tests all of its products to ensure that they are fully operational
when shipped from the manufacturing facility. However, if your product is not
functioning and needs to be returned, follow these procedures.
United StatesContact your distributor. You must provide a Customer Support case
number (call the phone number above to obtain one) to your distributor
in order to complete the return process.
Outside United
States
Please contact your local Rockwell Automation representative for the
return procedure.