Rockwell Automation 9528-APPOWSENE User Manual

User Manual

Virtual Image Templates

Catalog Numbers 9528-PAXVTENE, 9528-APPOWSENE, 9528-APPHISTENE

System Release 3.0

Important User Information

IMPORTANT

Read this document and the documents listed in the additional resources section about installation, configuration, and operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards.

Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by suitably trained personnel in accordance with applicable code of practice.

If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired.

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.

WARNING: 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.

ATTENTION: 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.

Identifies information that is critical for successful application and understanding of the product.

Labels may also be on or inside the equipment to provide specific precautions.

SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.

BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous temperatures.

ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).

Allen-Bradley, Rockwell Software, Rockwell Automation, TechConnect, PlantPAx, FactoryTalk, RSLinx, RSLogi x, RSNetworx, and ControlFLASH are trad emarks of Rockwell Automation, Inc.

Trademarks not belonging to Rockwell Automation are property of their respective companies.

Summary of Changes

This manual contains new and updated information. Changes throughout this revision are marked by change bars, as shown to the right of this paragraph.

New and Updated Information

This table contains the changes made to this revision.

Top ic Pag e

Application Server OWS (AppServ-OWS) and Application Server Historian (AppServ-Hist) added to the list of virtual image templates.

Added AppServ-OWS and AppServ-Hist to Virtual Templates figure. 7

Added Application Server to list of templates that require Microsoft Volume License keys.

Made the following changes to the Catalog Numbers table:

• Modified 9528-OWSLICENE to include AppServ-OWS.

• Added 9528-APPOWSENE.

• Added 9528-APPHISTENE.

Added Application Server OWS and Application Server Historian to System and Software Requirements table.

Added the following to the Additional Resources table:

• FactoryTalk Historian SE Installation and Configuration Guide

• Knowledgebase Answer ID 567658 - Using FactoryTalk View SE with Windows

2008 R2 Remote Desktop Services - Getting Started Whitepaper

Chapter 1: Added ‘AppServ-OWS’ and 'AppServ-Hist' to the list of virtual image templates. Added cross-references to Chapters 4 and 5.

Chapter 2: Added 'Before You Begin' section. Minor changes to 'Rename the Computer for Your Location' steps. Changed heading title and steps.

Chapter 3: Added 'Before You Begin' section. Modified steps 5…7 in 'Rename the Computer for Your Location'.

Chapter 4: New chapter. 65

Chapter 5: New chapter. 85

7

8

9

11

13 29

32 42 43

54 58

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Summary of Changes

Notes:

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Preface

IMPORTANT

This manual describes how to use virtual image templates for setting up virtual machines. Virtual machines are independent operating environments that use virtual resources. As the manufacturing industry embraces the virtual infrastructure, the use of the PlantPAx™ Virtual Image Templates provides reduced complexity and increased efficiency of system deployment.

Virtual image templates are provided for the following PlantPAx system elements:

• Process Automation System Server (PASS)

• Engineering Workstation (EWS)

• Operator Workstation (OWS)

• Application Server OWS (AppServ-OWS)

• Application Server Historian (AppServ-Hist)

The templates are delivered as an Open Virtual Format (OVF) file, which lets you use any virtualization platform for deployment. The guidelines contained in this manual are for setup and deployment of the templates in a VMware vSphere environment.

The OVF templates required for the corresponding system element are included and pre-installed, but not activated (see figure on right). This helps to minimize the set-up and configuration time required to deploy the PlantPAx system in a traditional IT environment. To activate each system element, you can purchase a separate activation license.

The images that appear in this document are for example only and can be different than your vSphere environment.

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Preface

TIP

IMPORTANT

Before You Begin

You need the following items during the setup and configuration of the virtual templates:

• PlantPAx Virtual Images Templates USB drive to access the template files

• Microsoft Volume License keys: – PASS template requires a Microsoft Volume License Key for

Windows Server 2008 R2 SP1 operating system

– EWS and OWS workstation templates each require a

Microsoft Volume License for Windows 7 Professional SP1 operating system

– Application Server OWS (AppServ-OWS) template requires a

Microsoft Volume License Key for Windows Server 2008 R2 SP1 operating system

Remote Desktop Services has its own method, separate from licensing for the Windows Server 2008 R2 family of operating systems, for licensing clients that log on to Remote Desktop Services servers. Therefore, AppServ-OWS Remote Desktop Connections must receive a valid license issued by a Remote Desktop Licensing Server before they can log on to a Remote Desktop Session Host or Connection Broker.

– Application Server Historian template requires a Microsoft Volume

License Key for Windows Server 2008 R2 SP1 operating system

• VMware vSphere Client software with access to the vCenter server and appropriate credentials for creating and deploying virtual machines

• FactoryTalk® Activation Certificates that you purchased with the templates that contain serial numbers and product keys

See Catalog Numbers

• Domain servers must be installed and available if you use a Domain (recommended).

on page 9.

If you already own individual product activations, these activations also can be used to activate the virtual image templates.

Microsoft Software Licensing

The PlantPAx templates were designed for use with Microsoft Volume Licensing only. Each template contains a Full Packaged Product (FPP) license and must be converted to a Volume License within 90 days. Retail Microsoft licensing is not supported.

To activate the templates, contact your Microsoft software representative to convert the FPP license or to obtain a Microsoft Volume License Agreement.

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Preface

Catalog Numbers

Category Cat. No.

Virtual tem plates 9528-PAXVTENE USB device that contains three virtual im age templates (PASS, EWS, and OWS). E ach template contains

Licenses 9528-EWSLICENE Software activation license for the EWS.

(1) English version is listed. Different languages are available by contacting your local Allen-Bradley distributor or Rockwell Automation sales representative.

(1)

9528-APPOWSENE USB device that contains the virtual image template for AppServ-OWS. The template contains a

9528-APPHISTENE USB device that contains the virtual image template for AppServ-Hist. The template contains a

9528-OWSLICENE Software activation license for the OWS and AppServ-OWS.

9528-PASS100ENE 100-display license for the PASS server.

9528-PASS250ENE 250-display license for the PASS server.

9528-PASSUNLENE Unlimited display license for the PASS server.

This table lists the product catalog numbers for activations.

Description

a Microsoft Windows operating system, with all required Rockwell Automation software pre-installed but not activated. A Microsoft full packaged product license is included.

Microsoft Windows operating system, with all required Rockwell Automation software pre-installed but not activated. A Microsoft full-packaged product license is included.

IMPORTANT: Each client connecting to AppServ-OWS must have a valid client license.

Microsoft Windows operating system, with all required Rockwell Automation software pre-installed but not activated. A Microsoft full-packaged product license is included.

IMPORTANT: There are no separate vTemplate Serial Number/Product IDs for licensing Application Server Historian. You must use individual Historian product licenses.

Build Details

This table lists the system build details for the PlantPAx system virtual image templates. The virtual image templates are based on VMware Virtual Hardware, version 7.

Table 1 - System and Software Requirements

Element Category Description

EWS Operating system Windows 7 Professional SP1 operating system, 64-bit

Rockwell Automation software • FactoryTalk View SE Studio and Client software, version 7.00.00

Additional third-party software • Adobe Acrobat Reader software, version 10.01

• Fac toryTa lk Serv ices Platf orm – FactoryTalk Services Platform software, version 2.60.00 – RSLinx® Classic OEM software, version 2.59.00 – RSLinx Enterprise software, version 5.60.00

• FactoryTalk Activation software, version 3.60.00

• RSLogix™ 5000 Professional software, versions 19.00.00, 20.00.00 – PID Auto Tune software – All firmware toolkits (no Motion) – RSNetWorx™ for DeviceNet software – RSNetWorx for ControlNet software – RSNetWorx for Ethernet software – RSLogix Architect software – ControlF LASH™ software – RSLogix 5000 Fuzzy Designer software (activated separately) – RSLogix Emulate 5000 software

• Control Station LOOP-PRO TUNER software, version 1.5.0

(Allen-Bradley edition) (activated separately)

• Microsoft Internet Explorer software, version 8

• VMware tools, version 8.3.7

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Preface

Table 1 - System and Software Requirements

Element Category Description

OWS Operating system Windows 7 Professional SP1 operating system, 64-bit

Rockwell Automation software • FactoryTalk View SE Client software, version 7.00.00

Additional third-party software • Adobe Acrobat Reader software, version 10.01

PASS Operating system Windows 2008 R2 SP1 operating system, 64-bit

Rockwell Automation software • FactoryTalk View SE software, version 7.00.00

Additional third-party software • Adobe Acrobat Reader software, version 10.01

Application Server OWS

FactoryTalk Historian Application Server

Operating system Windows 2008 R2 SP1 operating system, 64-bit

Rockwell Automation software • FactoryTalk View SE Client software, version 7.00.00

Additional third-party software • Adobe Acrobat Reader software, version 10.01

Operating system Windows 2008 R2 SP1 operating system, 64-bit

Rockwell Automation software FactoryTalk Historian SE software, version 4.0

Additional third-party software • Adobe Acrobat Reader software, version 10.01

• FactoryTalk Services Platform software, version 2.60.00

• FactoryTalk Activation software, version 3.60.00

• Microsoft Internet Explorer software, version 8

• VMWare tools, version 8.3.7

• FactoryTalk View SE Studio software, version 7.00.00

• Fac toryTa lk Serv ices Platf orm – FactoryTalk Services Platform software, version 2.60.00 – RSLinx Enterprise software, version 5.60.00 – FactoryTalk Activation software, version 3.60.00

• Alarms and Events server software, version 2.60.00

• Microsoft Internet Explorer software, version 8

• VMware tools, version 8.3.7

• FactoryTalk Services Platform software, version 2.60.00

• FactoryTalk Activation software, version 3.60.00

• Microsoft Internet Explorer software, version 8

• VMware tools, version 8.3.7

• Microsoft Internet Explorer software, version 8

• Microsoft SQL Server 2008 R2 Express

• VMware tools, version 8.3.7

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Preface

Additional Resources

These documents contain additional information concerning related products from Rockwell Automation.

Resource Description

PlantPAx Process Automation System Reference Manual, publication PROCES-RM001

PlantPAx Process Automation System Selection Guide, publication PROCES-SG001

Product Certifications website, http://www.ab.com Provides declarations of conformity, certificates, and

FactoryTalk Historian SE Installation and Configuration Guide, publication HSE-IN025

Knowledgebase Answer ID 32715 - Cannot add/change pens in trend from SE client on Terminal Server at

https://rockwellautomation.custhelp.com/app/answers/ detail/a_id/32715

You must have a TechConnect™ license to view this document.

Knowledgebase Answer ID 496679 - FAQ: FactoryTalk Historian SE: MDB to AF Preparation Wizard at

https://rockwellautomation.custhelp.com/app/answers/ detail/a_id/496679

You mu st h ave a Te chC onne ct license to view this document.

Knowledgebase Answer ID 567658 - Using FactoryTalk View SE with Windows 2008 R2 Remote Desktop Services Getting Started Whitepaper at

https://rockwellautomation.custhelp.com/app/answers/ detail/a_id/567658

You mu st h ave a Te chC onne ct license to view this document.

Knowledgebase Answer ID 60585 - FactoryTalk Historian SE Collective Manager Error - Error Writing Server at

https://rockwellautomation.custhelp.com/app/answers/ detail/a_id/60585

You mu st h ave a Te chC onne ct license to view this document.

Details the application rules for implementing a PlantPAx system.

Provides procurement information for a PlantPAx system.

other certification details.

Provides information on how to install, secure, configure, use, and troubleshoot FactoryTalk Historian SE.

Provides details on the problem of adding/changing pens in trend from SE client on Terminal Services.

Provides information on using the FactoryTalk Historian SE MDB to AF Preparation wizard.

Provides information on using FactoryTalk View SE with Microsoft Windows 2008 R2 Remote Desktop Services.

Provides information on implementing a collective for FactoryTalk SE Historian.

You can view or download publications at

http:/www.rockwellautomation.com/literature/

. To order paper copies of technical documentation, contact your local Allen-Bradley distributor or Rockwell Automation sales representative.

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Preface

Notes:

12 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014

Chapter 1

IMPORTANT

Configure the Virtual Image Templates

Virtualization lets you remove the operating system dependency on computer hardware and enables you to consolidate workloads by putting multiple virtual machines on a single piece of hardware. Each virtual machine is dynamically allocated a share of the hardware resources to function like a physical machine. The PlantPAx system offers pre-built templates of virtual machines for specific server and workstation system elements.

You must have VMware vSphere Client software connected to a vCenter server to deploy a PlantPAx system virtual image template to the ESXi server.

The table outlines the process for creating virtual machines by using the virtual image templates.

Deploy a Virtual Image Template for the First Time

Top ic Page

Deploy a Virtual Image Template for the First Time 13

Create a Template on Datacenter for Future Deployments 20

Deploy Additional Virtual Machines from Datacenter 25

Complete these steps to import a virtual image template from the USB drive to the Datacenter for the first time. This procedure must be repeated for each virtual image template (PASS, EWS, OWS, AppServ-OWS, AppServ-Hist).

1. Click Start and choose All Programs>VMware>VMware vSphere Client.

The VMware vSphere Client login dialog box appears.

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Chapter 1 Configure the Virtual Image Templates

2. Type information in the login dialog box.

Field Description

IP address/Name Type an IP address for the server.

For example: 172.18.27.24

User name Type a user name for the server specified above.

Password Type the specified user’s password.

Use Windows session credentials Clear the checkbox.

3. Click Login.

4. From the File menu, choose Deploy OVF Template.

The Deploy OVF Template Wizard appears.

5. Browse to the OVF template.

6. Select the appropriate file and click Open.

The path to the file appears in the Deploy from a file or URL field.

7. Click Next.

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IMPORTANT

The Deploy OVF Template dialog box shows the OVF Template Details (boldfaced in the left column).

8. Review the information in the Product Name (circled above) field to verify that it is the correct image you want to deploy.

The product name, such as ‘PlantPAx PASS Virtual Template v3.0’, and size can vary between virtual images.

9. Click Next.

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Chapter 1 Configure the Virtual Image Templates

The Deploy OVF Template dialog box shows the Name and Location section to define for your virtual environment.

10. In the Name box, type a name for your deployed template.

11. In the Inventory Location box, select a location in your Datacenter for the

deployed template and click Next.

The Deploy OVF Template dialog box shows the Host/Cluster section.

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12. Select the host in the cluster and click Next.

The Deploy OVF Template dialog box shows the Datastore section.

13. Select the Datastore to host the deployed template and click Next.

The Deploy OVF Template dialog box shows the Disk Format section.

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Chapter 1 Configure the Virtual Image Templates

14. Select one of the following formats to store the virtual disks:

• Thin provisioned format - Disk storage is allocated on demand as data

is written to virtual disks.

• Thick provisioned format - Disk storage is allocated immediately.

15. Click Next.

The Deploy OVF Template dialog box shows the Network Mapping section.

16. Map the networks in the Source column to networks in your inventory.

17. Click Next.

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The Deploy OVF Template dialog box shows the Ready to Complete section so you can verify the deployment settings. Your information can vary from the example dialog box.

18. Select one of the following to verify settings:

• If information is wrong, click Back to correct the information.

• If the information is correct, click Finish.

The template deployment can take 20 minutes or more depending on the size of your template.

When the deployment is finished, a message dialog box appears with ‘Deployment Completed Successfully’.

19. Click Close.

The name of the new virtual machine in the Organizer tree appears under the correct Datacenter, such as PlantPAx vTemplate Library.

20. Select the new virtual machine, and then click the Summary tab to see general and resource details for your new machine.

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Chapter 1 Configure the Virtual Image Templates

Create a Template on Datacenter for Future Deployments

Now that you have deployed the OVF template from the USB drive, this section shows how to create a template within the Datacenter for future deployments. This new template is no longer in OVF format, but in a format used by VMware.

1. If the VMware vSphere Client is not already open, on a computer with VMware vSphere Client software installed click Start and choose All Programs>VMware>VMware vSphere Client.

The vSphere Client Window appears.

2. Right-click the template that you want to clone and select Template>Clone to Template from the menus that appear.

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The Clone Virtual Machine to Template dialog box shows the Name and Location section.

3. In the Template Name box (circled above), type a name for the cloned template.

4. In the Template Inventory Location box, select a location to store the new template and click Next.

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Chapter 1 Configure the Virtual Image Templates

The Clone Virtual Machine to Template dialog box shows the Host/Cluster section.

5. Select the host in the cluster and click Next.

The Clone Virtual Machine to Template dialog box shows the Datastore section.

6. Select the Datastore to host the cloned template and click Next.

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The Clone Virtual Machine to Template dialog box shows the Disk Format section.

7. Select one of the following formats to store the virtual back-up disks:

• Same format as source

• Thin provisioned format - Disk storage is allocated on demand as data

is written to virtual disks.

• Thick format - Disk storage is allocated immediately.

8. Click Next.

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Chapter 1 Configure the Virtual Image Templates

The Clone Virtual Machine to Template dialog box shows the Click to Finish section.

9. Select one of the following to verify settings:

• If information is incorrect, click Back to correct the information.

• If the information is correct, click Finish.

It can take 30 minutes, depending on the size of the hard drive, to clone a virtual machine to a template.

In the vSphere Client software, look at the Recent Tasks in the bottom of the window. You can view the status by finding ‘Clone Virtual Machine’. When the status = Completed, the cloning is finished.

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Deploy Additional Virtual Machines from Datacenter

Now that we have templates on the Datacenter, additional deployments can be performed from these new templates. We no longer require the USB drive or VMware to convert from the OVF format.

This new template is no longer in OVF format, but in a format used by VMware.

1. If VMware vSphere Client is not already open; on a computer with VMware vSphere Client software installed, click Start and choose All Programs>VMware>VMware vSphere Client.

The vSphere Client Window appears.

2. Click Home.

3. Click the VMs and Templates icon.

4. Right-click a template and choose 'Deploy Virtual Machine from

this Template'.

The Deploy Template dialog box appears with the Name and Location section.

5. In the Name box (circled above), type a name for your virtual machine.

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Chapter 1 Configure the Virtual Image Templates

6. In the Inventory Location box, select the location of the virtual environment in the template and click Next.

The Deploy Template dialog box shows the Host/Cluster section.

7. Select the host in the cluster and click Next.

The Deploy Template dialog box shows the Datastore section.

8. Select the Datastore to host the deployed template and click Next.

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The Deploy Template dialog box shows the Disk Format section.

9. Select one of the following formats to store the virtual disks:

• Same format as source

• Thin provisioned format - Disk storage is allocated on demand as data

is written to virtual disks.

• Thick format - Disk storage is allocated immediately.

10. Click Next.

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Chapter 1 Configure the Virtual Image Templates

The Deploy Template dialog box shows the Guest Customization section.

11. Click one of the following options for the guest operating system that is hosting the new virtual machine:

• Do not customize (recommended)

• Customize by using the Customization Wizard

• Customize by using an existing customization specification

12. Click Next.

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The Deploy Template dialog box shows the Ready to Complete section.

13. Select one of the following to verify settings:

• If information is wrong, click Back to correct the information.

• If the information is correct, go to step 14

.

14. Clear the following checkboxes:

• Power on this virtual machine after creation

• Edit virtual hardware (Experimental)

15. Click Finish.

The template deployment can take 30 minutes or more depending on the size of the virtual machine.

To start your virtual machine, see the respective section:

• Chapter 2, Configure the Process Automation System Server (PASS)

on page 31

• Chapter 3, Configure the EWS and OWS System Elements on page 53

• Chapter 4, Configure Application Server OWS (Microsoft Remote

Desktop Services) on page 65

• Chapter 5, Configure Application Server Historian on page 85

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Chapter 1 Configure the Virtual Image Templates

Notes:

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Chapter 2

IMPORTANT

Configure the Process Automation System Server (PASS)

This chapter details several procedures for configuring a new Process Automation System Server (PASS) virtual machine:

• Setting up Windows Server 2008 for the new instance

• Setting up the Network Adapter

• Setting up FactoryTalk Directory

• Setting up activation files

The FactoryTalk Directory is the information hub that centralizes the settings and administration of Rockwell Automation software components across multiple computers throughout the PlantPAx system. You must designate a PASS server for the FactoryTalk Directory.

The required Rockwell Automation software for the PASS system element virtual template is included and pre-installed in the virtual image templates, but not activated. To activate each PASS virtual template, you can purchase a single activation license for each virtual template instance.

See page 9

The table includes topics that describe how to configure the PASS template.

Top ic Pag e

Before You Begin 32

Configure Microsoft Windows Server 2008 32

Configure Ethernet Network Adapter Settings 43

Configure the FactoryTalk Directory on the PASS 44

Configure the FactoryTalk Activation Server 50

for product catalog numbers.

If you already own individual product activations, these activations also can be used to activate the virtual image templates.

During the configuration of the PASS server you can encounter a User Account Control window that asks if you want to allow a program to make changes to the computer. Click Yes and continue on.

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Chapter 2 Configure the Process Automation System Server (PASS)

Before You Begin

Configure Microsoft Windows Server 2008

You must have your template deployed from the USB drive to perform the following procedures in this chapter. If you need to deploy the template, see

Chapter 1 on page 13

Complete these steps on a virtual machine to initiate the Microsoft Windows Server 2008 operating system setup for the PASS server. You set your own administration account password, computer name, and file location preference in this procedure.

1. If the vSphere Client is not already open, on a computer with VMware vSphere Client software installed, click Start and choose All Programs>VMware>VMware vSphere Client.

2. Click the Console tab.

3. In the Organizer tree, right-click the virtual machine and choose

Power>Power On.

for details.

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IMPORTANT

You see this window after initial setup is complete. This stage can take a few minutes.

The Microsoft Windows Set Up Windows dialog box appears.

First, click inside the console to activate the controls for your virtual machine.

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Chapter 2 Configure the Process Automation System Server (PASS)

4. Choose the appropriate option from the following pull-down menus.

Menu Description

Country or region Choose your country or region, for example,

Time and currency Choose your time and currency, for example, English

Keyboard layout Choose your keyboard layout, for example, US.

United States.

(United States).

5. Click Next.

The License Agreement appears. This agreement includes Microsoft Windows, Rockwell Automation Software, and Adobe Reader.

6. Read the license agreement, and then click ‘I accept the license terms’.

7. Click Start.

8. If you get a message stating 'The User’s password must be changed before

logging on the first time.', click OK.

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IMPORTANT

The Administrator account dialog box appears so you can change a password.

Passwords must meet the following minimum requirements:

• Cannot contain the user's account name or parts of the user's full name that exceed two consecutive characters

• Must be at least six characters in length

• Must contain characters from three of the following four

categories:

– English uppercase characters (A…Z)

– English lowercase characters (a…z)

– Base 10 digits (0…9).

– Non-alphabetic characters (for example, !, $, #, %).

9. Type a password, then verify the entry by typing the same password in the second entry field.

10. Click the arrow.

11. Click OK to acknowledge your password has been changed.

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Chapter 2 Configure the Process Automation System Server (PASS)

IMPORTANT

The virtual image desktop appears.

The default time zone for Windows Server 2008 is Pacific Time. If you are not in the Pacific Time zone, you need to change time zone and update the time.

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Create an Administrator User Account

We suggest that you create an Administrator user account for each user that requires administrative privileges. This best practice safeguards server corruption by restricting access to the default administrative account, thus creating a backup of critical system information. Each user can be delegated a separate user account with password protection.

Follow these steps to create a new user account with administrative privileges.

1. On the virtual image desktop, click Start and choose Control Panel.

The Control Panel appears.

2. Click Add or remove user accounts (circled above).

The Manage Accounts window appears.

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Chapter 2 Configure the Process Automation System Server (PASS)

Current Administrator Account D efault

New user account that is being configured.

3. Click Create a new account (circled above).

4. Type your new user account name (circled above) and make sure

The Create New Account dialog box appears.

Administrator is selected.

5. Click Create Account.

The New Manage Accounts window appears.

The current Administrator account (default) is shown with a blue background. After you create a password for the new user account, it appears as the default.

6. Click the newly created New_User_Account.

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IMPORTANT

The Change an Account window appears.

7. Click Create a password (circled above).

The Create Password dialog box appears.

8. Complete the password configuration.

Topic Description

Password Type a password, then re-type the password to

confirm the entry. See page 35 for password requirements.

Passphrase Type a password that contains a string of words and

characters. Passphrases are generally longer in length, thus more secure, than passwords.

Remember this password because you need it when you configure your FactoryTalk Directory.

9. Click Create password.

10. Close the window.

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IMPORTANT

11. Click Start and log off the virtual machine.

First, click inside the console to activate the controls for your virtual machine.

12. Do not press CRTL+ALT+DELETE as shown on the screen.

Press CTRL+ALT+INSERT to access the virtual machine.

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13. Click the newly created New_User_Account.

The New User Account window appears.

14. Type your password and press Return.

The Windows virtual image desktop appears with your personal account privileges.

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IMPORTANT

Rename the Computer for Your Location

Follow these steps before using your virtual machine.

1. On the desktop of the virtual machine, right-click the computer icon and

2. From the Computer name, domain, and workgroup settings area, click

3. On the Computer Name tab, click Change.

4. Type a new computer name in the Computer Name box.

5. Select Domain or Workgroup (default) and click OK.

choose Properties.

Change Settings (on the right side).

Do not use spaces, hyphens, or any special character symbols.

We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. The domain centralizes administration of the users, groups, and security settings.

To join a domain, the user must have the appropriate domain user account with proper credentials to add the computer to the domain.

6. Restart the virtual computer to enable the changes to the settings.

7. Login by using your domain credentials or local user administration

account previously created.

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Configure Ethernet Network Adapter Settings

Use the following procedure to set the speed, duplex, and power management settings for the Ethernet adapter.

1. Click Start and choose Control Panel.

2. Click System & Security.

3. Click Network & Internet.

4. Click Network and Sharing Center.

The Network and Sharing Center dialog box appears.

5. Click Change Adapter Settings.

6. Right-click Local Area Connection and choose Properties.

The Network Properties dialog box appears.

7. Click Configure.

8. Click the Advanced tab.

9. From the Property window, choose Link Speed & Duplex.

10. From the Value menu, choose Auto Negotiation.

11. Click the Power Management tab.

12. Clear the ‘Allow the computer to turn off this device to save power’

checkbox.

13. Click OK.

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IMPORTANT

Configure the FactoryTalk Directory on the PASS

The following procedure assumes the PASS is going to host the FactoryTalk Directory. The directory server manages applications that can exist on multiple clients and servers on separate computers on the PlantPAx system.

It is required to have a username and password with Administrator privileges to install FactoryTalk software and to specify a FactoryTalk Directory location. Use the same username and password for all FactoryTalk installations on the PlantPAx system.

You must click inside the console to activate the controls for the virtual machine.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>FactoryTalk Directory Configuration Wizard.

The FactoryTalk Directory Configuration Wizard appears.

2. Check the following checkboxes:

• Configure the FactoryTalk Network Directory

• Configure the FactoryTalk Local Directory

3. Click Next.

It can take 30 seconds to process the request.

4. Type the FactoryTalk Administration Console credentials (see below) for the network directory configuration and click Next.

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Wo r k g r o u p : Username: New_user_account

Password: Use the password you created with your new_user_account. See page 39

.

Domain: Use the username and password of the domain account.

5. Type the credentials for the local directory configuration and click Next.

The password verification occurs twice because you checked both the Network and Local Directory checkboxes on the FactoryTalk Directory Configuration Wizard.

It can take 30 seconds to process the request.

The network and local directory are now set up and are shown as being configured successfully.

6. Click Close.

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Chapter 2 Configure the Process Automation System Server (PASS)

Delete the Old Computer Name

The old computer name is embedded in the sample applications. Therefore, if you want to use the sample applications, complete the following steps to rehost the applications on the new computer name. You delete the old computer name from the FactoryTalk Directory by using the Administration Console.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Administration Console.

The FactoryTalk Administrator Console appears.

2. Click Network (default) and click OK.

3. In the Explorer window, browse to Network (THIS COMPUTER) and

click ‘+’ to expand InstantFizz.

4. Click ‘+’ to expand FTAETag_Area.

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5. Right-click FTAETag_Server and choose Properties.

The FTAETag_Server Properties dialog box appears.

6. From the 'Computer hosting the alarm server' pull-down menu, choose your new computer name.

7. Click OK.

8. In the Explorer window, click ‘+’ to expand Samples Water.

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9. Right-click Samples Water AE Alarms and choose Properties.

The Samples Water AE Alarms Properties dialog box appears.

10. Select the new computer name and click OK.

A warning message appears.

11. Click OK.

12. In the Explorer window, choose Network>System>

Computers and Groups>Computers.

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13. Right-click the old computer name that was generated by the operating system and choose Delete.

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IMPORTANT

Configure the FactoryTalk Activation Server

For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation 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.

We recommend that the PASS server be designated as the FactoryTalk activation server.

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.

Client computers must be configured 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.

Table 2 - Activation Considerations

Consideration Details

Software that is not activated If the components you have installed cannot be activated, for example, because the activation server is unavailable,

Location of activation server The PASS is the primary choice for ac tivation management and is recommended to be the location of the activation

Options for adding activation files to the PASS To make concurrent floating activations available to activation clients, first you must download the activation files to

Protect activation files Activation files are simple text files that must have a .lic extension.

then the software continues to run for up to seven days. The seven-day grace period provides time to correct the problem with acquiring activations, without disrupting critical applications. If activation is restored within seven days, normal operations resume. If activation is not restored, the grace period expires. After the grace period expires, if you restart the components and activation remains unavailable, the software runs for two hours in Demo mo de.

server. In the instance that the PASS is not an acceptable location, for example, when you make use of a redundant PASS solution, the EWS is the secondary choice. In this instance, the EWS can 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.

the activation server computer, from the Rockwell Automation Activation window. If the PASS has Internet access, see Open Activation Manager If the PASS does not have Internet access, the activations can be downloaded on a different computer with Internet

connectivity and then transferred to the PASS.

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® produc ts.

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 fails for Rockwell

Software products on a computer where the specified Host ID is not recognized by the activation file.

on page 51.

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Open Activation Manager

On the Activation Manager computer, start the activation process by opening the Activation Manager.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager.

The FactoryTalk Activation Manager window appears.

2. For instructions on installing FactoryTalk activations, click Help (circled above).

3. Use the Help instructions to complete the activations.

After completing the activation process, your PASS is ready to use.

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Notes:

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Chapter 3

IMPORTANT

Configure the EWS and OWS System Elements

This chapter describes how to configure workstations for your virtual environment. The configuration procedures for the EWS and OWS are similar even though these PlantPAx system elements operating differently. These procedures include:

• Setting up Windows 7 Professional for the new instance

• Setting up the Network Adapter

• Setting up FactoryTalk Directory

• Setting up activation files

The engineering workstation (EWS) supports system configuration, application development, and maintenance functions. This is the central location for monitoring and maintaining the system’s operation.

The operator workstation (OWS) is not meant to support development or maintenance activities. This workstation’s purpose is to support operator interaction with a graphical view and interface into the process.

The required Rockwell Automation software for the EWS and OWS workstations virtual template is included and pre-installed in the virtual image templates, but not activated. To activate each EWS or OWS virtual template, you can purchase a single activation license for each virtual template instance.

See page 9

The table shows the topics in this section.

Top ic Pag e

Before You Begin 54

Configure Microsoft Windows 7 Professional 54

Configure Ethernet Network Adapter Settings 59

Define the FactoryTalk Directory Location 60

Configure the FactoryTalk Activation Server 61

for product catalog numbers.

If you already own individual product activations, these activations also can be used to activate the virtual image templates.

During the configuration of EWS and OWS you can encounter a User Account Control window that asks if you want to allow a program to make changes to the computer. Click Yes and continue on.

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Before You Begin

Configure Microsoft Windows 7 Professional

You must have your template deployed from the USB drive to perform the following procedures in this chapter. If you need to deploy the template, see

Chapter 1 on page 13

Complete these steps to configure Microsoft Windows 7 Professional settings for the EWS and OWS workstations on your virtual machine.

1. If the vSphere Client is not already open, on a computer with VMware vSphere Client software installed, click Start and choose All Programs>VMware>VMware vSphere Client.

2. Click the Console tab.

3. In the Organizer tree, right-click the virtual machine and choose

Power>Power On.

This window appears after initial setup is complete. This stage can take a few minutes.

for details.

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The Microsoft Windows Set Up Windows dialog box appears.

4. Choose the appropriate option from the following pull-down menus.

Menu Description

Country or region Choose your country or region, for example,

Time and currency Choose your time and currency, for example, English

Keyboard layout Choose your keyboard layout, for example, US.

United States.

(United States).

5. Click Next.

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IMPORTANT

The Set Up Window dialog box shows the user name and computer name.

6. Type information in the Set Up Windows dialog box.

Topic Description

Type a user name Type a user name for the virtual machine.

Type a computer name Type a computer name.

You need the user name again when you configure your FactoryTalk Directory.

7. Click Next.

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IMPORTANT

The Set Up Window dialog box shows the account password.

8. Type information in the Set Up Windows dialog box.

Topic Description

Type a password Type a password.

Retype your password Retype the password.

Type a password hint Type a hint that reminds you of the password.

You need the password again when you configure your FactoryTalk Directory.

9. Click Next.

The License Agreement appears.

10. Read the license agreement, and then click ‘I accept the license terms’.

11. Click Next.

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IMPORTANT

The Windows Update window appears.

12. Click Ask me later.

13. From the Time Zone pull-down menu, choose your time zone.

14. If you need to, click ‘Automatically adjust clock for Daylight Savings Time’.

15. Click Next.

The Set Up Window shows the current location options.

16. Click Work Network.

A message appears indicating that ‘Windows is finalizing your settings’.

The desktop of the virtual machine then opens.

Rename the Computer for Your Location

You have an option of giving the computer a different name than the one assigned during configuration of the Windows settings or add the workstation to a domain by following these steps:

1. On the desktop of the virtual machine, right-click the computer icon and choose Properties.

2. From the Computer name, domain, and workgroup settings area, click Change Settings (on the right side).

3. On the Computer Name tab, click Change.

4. In the Computer Name box, type a computer name.

Do not use spaces, hyphens, or any special character symbols.

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IMPORTANT

5. Select Domain or Workgroup (default) and click OK.

We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. The domain centralizes administration of the users, groups, and security settings.

To join a domain, the user must have the appropriate domain user account with proper credentials to add the computer to the domain.

6. When prompted, restart the virtual computer to enable the changes to the settings.

7. Login by using your domain credentials or local user administration account previously created.

Configure Ethernet Network Adapter Settings

Use the following procedure to set the speed, duplex, and power management settings for the Ethernet adapter.

1. Click Start and choose Control Panel.

2. Click System & Security.

3. Click Network & Internet.

4. Click Network and Sharing Center.

The Network and Sharing Center dialog box appears.

5. Click Change Adapter Settings.

6. Right-click Local Area Connection and choose Properties.

The Network Properties dialog box appears.

7. Click Configure.

8. Click the Advanced tab.

9. From the Property window, choose Link Speed & Duplex.

10. From the Value menu, choose Auto Negotiation.

11. Click the Power Management tab.

12. Clear the ‘Allow the computer to turn off this device to save power’

checkbox.

13. Click OK.

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IMPORTANT

Define the FactoryTalk Directory Location

Complete the following steps to specify the Network FactoryTalk Directory location for the EWS and OWS workstations. Complete these steps for each workstation.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location.

The FactoryTalk Directory Server Location Utility appears.

2. Click Browse (ellipsis '…' in box).

3. Type your FactoryTalk Directory Administration Console credentials into

the login screen and click OK.

4. Click Remote computer.

Click Browse (ellipsis '…' in box) to navigate the network to find the computer name of the PASS server that is hosting the FactoryTalk Directory services.

5. Choose the appropriate PASS server name and click OK.

The Network FactoryTalk Directory location has now been specified.

You must repeat all the steps for each workstation.

6. When prompted, enter your credentials and click OK.

7. Restart the server or workstation after making a change.

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Configure the FactoryTalk Activation Server

For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation 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.

Client computers must be configured 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.

Table 3 - Activation Considerations

Consideration Details

Software that is not activated If the components you have installed cannot be activated, for example, because the activation server is unavailable,

Location of activation server The PASS is the primary choice for ac tivation management and is recommended to be the location of the activation

Options for adding activation files to the PASS To make concurrent floating activations available to activation clients, first you must download the activation files to

Protect activation files Activation files are simple text files that must have a .lic extension.

then the software continues to run for up to seven days. The seven-day grace period provides time to correct the problem with acquiring activations, without disrupting critical applications. If activation is restored within seven days, normal operations resume. If activation is not restored, the grace period expires. After the grace period expires, if you restart the components and activation remains unavailable, the software runs for two hours in Demo mo de.

server. In the instance that the PASS is not an acceptable location, for example, when you make use of a redundant PASS solution, the EWS is the secondary choice. In this instance, the EWS can 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.

the activation server computer, from the Rockwell Automation Activation window. If the PASS has Internet access, see Open Activation Manager If the PASS does not have Internet access, the activations can be downloaded on a different computer with Internet

connectivity and then transferred to the PASS.

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® produc ts.

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 fails for Rockwell

Software products on a computer where the specified Host ID is not recognized by the activation file.

on page 62.

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Open Activation Manager

On the Activation Manager computer, start the activation process by opening the Activation Manager.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager.

The FactoryTalk Activation Manager window appears.

2. For instructions on installing FactoryTalk activations, click Help (circled above).

3. Use the Help instructions to complete the activations.

After completing the activation process, your workstation(s) are ready to use.

Update Activation Search Path

After the license files are on the PASS, you must update the Activation Search Path on the workstations.

1. If the Activation Manager is not already open, on the OWS or EWS computer, click Start and choose All Programs> Rockwell Software>FactoryTalk Activation> FactoryTalk Activation Manager.

2. Click Find Available Activations.

The Manage Activations section appears on the FactoryTalk Activation Manager window.

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3. Click Update Activation Search Path.

The Update Activation Search Path window appears.

4. Click Add Server.

5. Click Browse (ellipsis ‘…’ in box).

The Browse for Server message window appears.

6. Select the PASS in the network and click OK.

The name of the PASS computer appears in the table under Path to Activations.

7. Check the box next to the name of the PASS computer.

8. Click ‘Up’ so that the PASS computer moves to the top of the list.

9. Click Save.

10. Click Refresh Activations.

Available activations appear in the table.

11. Complete steps 1…10 for all OWS and EWS workstations.

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Notes:

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Chapter 4

IMPORTANT

Configure Application Server OWS (Microsoft Remote Desktop Services)

The Application Server OWS (AppServ-OWS) provides PlantPAx users with an alternative to the standard OWS client machine (physical or virtual). AppServOWS uses Microsoft Remote Desktop Services (RDS) technology to serve multiple instances of the OWS from a single server virtual template. This architecture is ideal for PlantPAx users wishing to use Thin Clients as Operator Wor k S tat io ns .

This chapter provides you with the procedures necessary to deploy the Application Server OWS (AppServ-OWS) virtual template:

• Setting up Windows Server 2008 for the new instance

• Setting up the Network Adapter

• Setting up FactoryTalk Directory

• Setting up activation files

• Configure Remote Desktop Services

For more information regarding recommended architecture and the actual configuration of the Application Server, see the PlantPAx Process Automation System Reference Manual, publication PROCES-RM001 product documentation.

The required Rockwell Automation software for the AppServ-OWS virtual template is included and pre-installed in the virtual image templates, but not activated. You need an activation license for each client connection.

See page 9

for product catalog numbers.

If you already own individual product activations, these activations also can be used to activate the virtual image templates.

, and the specific

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IMPORTANT

The table shows the topics in this section.

Top ic Pag e

Before You Begin 66

Configure Microsoft Windows Server 2008 66

Configure the Ethernet Network Adapter Settings 76

Define the FactoryTalk Directory Location 77

Configure the FactoryTalk Activation Server 78

Configure Remote Desktop Services 81

Microsoft Remote Desktop Ser vices Licensing 84

Install Additional Software 84

Add Remote Desktop Services Users 84

During the configuration of Application Server OWS you can encounter a User Account Control dialog box that asks if you want to allow a program to make changes to the computer. Click Yes and continue on.

Before You Begin

Configure Microsoft Windows Server 2008

You must have your template deployed from the USB drive to perform the following procedures in this chapter. If you need to deploy the template, see

Chapter 1 on page 13

for details.

Complete these steps on a virtual machine to initiate the Microsoft Windows Server 2008 operating system setup for the Application Server OWS. You set your own administration account password, computer name, and file location preference in this procedure.

1. If the vSphere Client is not already open, on a computer with VMware vSphere Client software installed, click Start and choose All Programs>VMware>VMware vSphere Client.

2. Click the Console tab.

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3. In the Organizer tree, right-click the virtual machine and choose Power>Power On.

You see this window after initial setup is complete. This stage can take a few minutes.

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IMPORTANT

The Microsoft Windows Set Up Windows dialog box appears.

First, click inside the console to activate the controls for your virtual machine.

4. Choose the appropriate option from the following pull-down menus.

Menu Description

Country or region Choose your country or region, for example,

Time and currency Choose your time and currency, for example, English

Keyboard layout Choose your keyboard layout, for example, US.

United States.

(United States).

5. Click Next.

The License Agreement appears. This agreement includes Microsoft Windows, Rockwell Automation Software, and Adobe Reader.

6. Read the license agreement, and then click ‘I accept the license terms’.

7. Click Start.

8. If you get a message stating 'The User’s password must be changed before

logging on the first time.', click OK.

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IMPORTANT

The Administrator account dialog box appears so you can change a password.

Passwords must meet the following minimum requirements:

• Cannot contain the user's account name or parts of the user's full name that exceed two consecutive characters

• Must be at least six characters in length

• Must contain characters from three of the following four

categories:

– English uppercase characters (A…Z)

– English lowercase characters (a…z)

– Base 10 digits (0…9).

– Non-alphabetic characters (for example, !, $, #, %).

9. Type a password, then verify the entry by typing the same password in the second entry field.

10. Click the arrow.

11. Click OK to acknowledge your password has been changed.

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IMPORTANT

The virtual image desktop appears.

The default time zone for Windows Server 2008 is Pacific Time. If you are not in the Pacific Time zone, you need to change time zone and update the time.

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Create an Administrator User Account

We suggest that you create an Administrator user account for each user that requires administrative privileges. This best practice safeguards server corruption by restricting access to the default administrative account, thus creating a backup of critical system information. Each user can be delegated a separate user account with password protection.

Follow these steps to create a new user account with administrative privileges.

1. On the virtual image desktop, click Start and choose Control Panel.

The Control Panel appears.

2. Click Add or remove user accounts (circled above).

The Manage Accounts window appears.

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Current Administrator Account D efault

New user account that is being configured.

3. Click Create a new account (circled above).

The Create New Account dialog box appears.

4. Type your new user account name (circled above) and make sure Administrator is selected.

5. Click Create Account.

The New Manage Accounts window appears.

The current Administrator account (default) is shown with a blue background. After you create a password for the new user account, it appears as the default.

6. Click the newly created New_User_Account.

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IMPORTANT

The Change an Account window appears.

7. Click Create a password (circled above).

The Create Password dialog box appears.

8. Complete the password configuration.

Topic Description

Password Type a password, then re-type the password to

confirm the entry. See page 69 for password requirements.

Passphrase Type a password that contains a string of words and

characters. Passphrases are generally longer in length, thus more secure, than passwords.

Remember this password because you need it when you configure your FactoryTalk Directory.

9. Click Create password.

10. Close the window.

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IMPORTANT

11. Click Start and log off the virtual machine.

First, click inside the console to activate the controls for your virtual machine.

12. Do not press CRTL+ALT+DELETE as shown on the screen.

Press CTRL+ALT+INSERT to access the virtual machine.

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IMPORTANT

13. Click the newly created New_User_Account.

The New User Account window appears.

14. Type your password and press Return.

The Windows virtual image desktop appears with your personal account privileges.

Rename the Computer for Your Location

Follow these steps before using your virtual machine.

1. On the desktop of the virtual machine, right-click the computer icon and choose Properties.

2. From the Computer name, domain, and workgroup settings area, click Change Settings (on the right side).

3. On the Computer Name tab, click Change.

4. Type a new computer name in the Computer Name box.

Do not use spaces, hyphens, or any special character symbols.

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IMPORTANT

5. Select Domain or Workgroup (default) and click OK.

We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. The domain centralizes administration of the users, groups, and security settings.

6. Restart the virtual computer to enable the changes to the settings.

7. Login by using your domain credentials or local user administration

account previously created.

To join a domain, the user must have the appropriate domain user account with proper credentials to add the computer to the domain.

Configure the Ethernet Network Adapter Settings

Use the following procedure to set the speed, duplex, and power management settings for the Ethernet adapter.

1. Click Start and choose Control Panel.

2. Click System & Security.

3. Click Network & Internet.

4. Click Network and Sharing Center.

The Network and Sharing Center dialog box appears.

5. Click Change Adapter Settings.

6. Right-click Local Area Connection and choose Properties.

The Network Properties dialog box appears.

7. Click Configure.

8. Click the Advanced tab.

9. From the Property window, choose Link Speed & Duplex.

10. From the Value menu, choose Auto Negotiation.

11. Click the Power Management tab.

12. Clear the ‘Allow the computer to turn off this device to save power’

checkbox.

13. Click OK.

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Define the FactoryTalk Directory Location

Complete the following steps to specify the Network FactoryTalk Directory location for AppServ-OWS.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location.

The FactoryTalk Directory Server Location Utility appears.

2. Click Browse (ellipsis '…' in box).

3. Type your FactoryTalk Directory Administration Console credentials into

the login screen and click OK.

4. Click Remote computer.

Click Browse (ellipsis '…' in box) to navigate the network to find the computer name of the PASS server that is hosting the FactoryTalk Directory services.

5. Choose the appropriate PASS server name and click OK.

The Network FactoryTalk Directory location has now been specified.

6. When prompted, enter your credentials and click OK.

7. Restart the server after making this change.

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Configure the FactoryTalk Activation Server

For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation 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.

Client computers must be configured 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.

Table 4 - Activation Considerations

Consideration Details

Software that is not activated If the components you have installed cannot be activated, for example, because the activation server is unavailable,

Location of activation server The PASS is the primary choice for ac tivation management and is recommended to be the location of the activation

Options for adding activation files to the PASS To make concurrent floating activations available to activation clients, first you must download the activation files to

Protect activation files Activation files are simple text files that must have a .lic extension.

then the software continues to run for up to seven days. The seven-day grace period provides time to correct the problem with acquiring activations, without disrupting critical applications. If activation is restored within seven days, normal operations resume. If activation is not restored, the grace period expires. After the grace period expires, if you restart the components and activation remains unavailable, the software runs for two hours in Demo mo de.

server. In the instance that the PASS is not an acceptable location, for example, when you make use of a redundant PASS solution, the EWS is the secondary choice. In this instance, the EWS can 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.

the activation server computer, from the Rockwell Automation Activation window. If the PASS has Internet access, see Open Activation Manager If the PASS does not have Internet access, the activations can be downloaded on a different computer with Internet

connectivity and then transferred to the PASS.

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® produc ts.

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 fails for Rockwell

Software products on a computer where the specified Host ID is not recognized by the activation file.

on page 79.

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Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4

Open Activation Manager

On the Activation Manager computer, start the activation process by opening the Activation Manager.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager.

The FactoryTalk Activation Manager window appears.

2. For instructions on installing FactoryTalk activations, click Help (circled above).

3. Use the Help instructions to complete the activations.

After completing the activation process, your AppServ-OWS is ready to use.

Update Activation Search Path

After the license files are on the PASS, you must update the Activation Search Path on AppServ-OWS.

1. If the Activation Manager is not already open, click Start and choose All Programs>Rockwell Software>FactoryTalk Activation> FactoryTalk Activation Manager.

2. Click Find Available Activations.

The Manage Activations section appears on the FactoryTalk Activation Manager window.

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3. Click Update Activation Search Path.

The Update Activation Search Path window appears.

4. Click Add Server.

5. Click Browse (ellipsis ‘…’ in box).

The Browse for Server message window appears.

6. Select the PASS in the network and click OK.

The name of the PASS computer appears in the table under Path to Activations.

7. Check the box next to the name of the PASS computer.

8. Click ‘Up’ so that the PASS computer moves to the top of the list.

9. Click Save.

10. Click Refresh Activations.

Available activations appear in the table.

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Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4

IMPORTANT

Configure Remote Desktop Services

The Application Server OWS provides PlantPAx users with an alternative to the standard OWS client machine (physical or virtual). The AppServ-OWS uses Microsoft Remote Desktop Services (RDS) technology to serve multiple instances of the OWS from a single server Virtual Template. This architecture is ideal for PlantPAx users wishing to use Thin Clients as Operator Work Stations.

A valid FactoryTalk activation is still required for each instance of the OWS that is in use.

Microsoft RDS (formerly known as Terminal Services) is a standard Role built into the Windows Server family of operating systems that allows remote access to applications and data on a remote computer over a network.

It can be used as an administrative tool to connect to a remote machine and perform maintenance tasks, or as a thin client solution to let remote clients to execute applications or even access the entire desktop of the host server.

The thin client solution is a transparent system that runs applications and performs data processing and storage functions on a remote computer to minimize the amount of information traveling across your network. While multiple sessions can run on a single server, each user can see only their individual session. Only the user interface is shown on client, user input from client is redirected over the network to the remote desktop session. User's desktops are transmitted to clients for display by using terminal emulation software. Similarly, the software sends command functions such as keyboard inputs and mouse clicks across the network between the client and the server.

The PlantPax AppServ-OWS has been pre-configured with the Microsoft Remote Desktop server role and the FTView SE Client 7.0 application. This configuration provides a thin client solution for FactoryTalk View SE Clients that lets users, with the proper credentials, to login into the AppServ-OWS and run the FactoryTalk View SE Client application.

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TIP

One FactoryTalk View SE client activation key is required for each Remote Desktop Session in which FactoryTalk View SE client is run. The first instance of FactoryTalk View SE client loaded within a Remote Desktop Session acquires an activation key. Any additional FactoryTalk View SE clients that are started within a session do not require additional keys.

Remote Desktop Services with FactoryTalk View SE

The benefits of using Remote Desktop Services with FactoryTalk View SE include the following:

• Increased network flexibility: RDS lets you to deploy thin and ultrathin

clients on the plant floor or out in the field. The minimal requirements of RDS Clients allows for a variety of thin products designed to handle most environmental conditions, be they radical temperatures, extreme vibrations, or areas where mobility is key. Users can gain access to a RDS over any Transmission Control Protocol/Internet Protocol (TCP/IP) connection including Remote Access, Ethernet, the Internet, wireless, wide area network (WAN), or virtual private network (VPN).

• Lower cost of ownership: A thin client typically consists only of the

Operating System and the Remote Desktop Connection software. RDS deliver a virtual Windows Server 2008 R2 experience from server to clients, regardless of what Operating System the client uses.

•Minimize downtime: Upgrade your entire FactoryTalk View SE

installation with a single operation. Because FactoryTalk View SE products install only on the server side, any future software upgrades are limited to the server, making software upgrades on clients a thing of the past.

•Improve data security: A FactoryTalk View SE architecture that uses

RDS is less vulnerable to security threats. RDS lets you focus your security measures on the server because all data is processed on the server, which you can manage in a secure location.

For more information see Knowledgebase Answer ID 567658 - Using FactoryTalk View SE with Windows 2008 R2 Remote Desktop Services - Getting Started Whitepaper at

https://rockwellautomation.custhelp.com/app/answers/detail/a_id/567658

You must have a TechConnect license to download the library.

The known limitations when using Remote Desktop Services with FactoryTalk View SE include the following:

• The Microsoft RDS protocol does not transfer the physical display aspect

ratio (height/width proportion) from the server to its clients. Clients need to specify the display properties (resolution, aspect ratio, color depth etc…) for each session they create. Verify the appearance of the application visually on the Remote Desktop Clients before placing the system in a production environment, modifying graphics as necessary.

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TIP

IMPORTANT

• When the FactoryTalk View SE Server is also the Remote Desktop Session Host, it is possible that thin clients cannot add/change pens in a trend.

For more information see Knowledgebase Answer ID 32715 - Cannot add/change pens in trend from SE client on Terminal Server at

https://rockwellautomation.custhelp.com/app/answers/detail/a_id/

32715.

• If your FactoryTalk View SE client configuration (.cli) enables 'Show Diagnostics List', the list shows all activity from all clients running on the same Remote Desktop Session Host. This is due to the fact that although each instance of the FactoryTalk View SE client runs in a separate session, they are all hosted on the same computer and share common log resources. This can be confusing for HMI operators because they see diagnostic activity on their client that they did not initiate.

• Using the Tag Import and Export Wizard does not work correctly when used in a Remote Desktop Client session. Run this wizard only from a FactoryTalk View Studio instance on the HMI Server console. Using a Remote Desktop Client to connect to the console session can avoid this issue, but is not recommended.

PlantPAx AppServ-OWS Base Configuration

You can add additional role services to your server depending on your specific deployment of Remote Desktop Services and connectivity needs. This can add additional configuration beyond which this base Remote Desktop Server has been configured for.

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Microsoft Remote Desktop Services Licensing

Install Additional Software

RDS has its own method for licensing clients that log on to RDS servers, separate from the licensing for the Windows Server 2008 R2 family of operating systems. Remote Desktop Connections must receive a valid license issued by a Remote Desktop Licensing Server before they can log on to a Remote Desktop Session Host or Connection Broker.

One Remote Desktop Licensing Server can serve multiple RDS servers concurrently; therefore, you can either leverage an existing Remote Desktop Licensing Server or create your own.

To make sure that patches and additional software are installed correctly to work in a multiuser environment, you must put the Remote Desktop Session Host server into a special installation mode before you install any application. Failure to use the special installation mode can prevent an application from functioning properly.

Install Special Mode

Put the Remote Desktop Session Host into the special installation mode by Clicking Start and choosing Control Panel>Programs>Install Application on Remote Desktop.

Add Remote Desktop Services Users

After the application is installed, you must put the RD Session Host server back into execution mode before remote users begin using the application. The Install Application on Remote Desktop Session Host tool automatically puts the RD Session Host server into execution mode when it is finished running, but always verify before continuing.

It is important to put the Remote Desktop Session Host server back into execution mode before running any of the installed applications. Some applications can not execute properly or can have loss of functionality if the server is not put back into execution mode.

Each user who logs on to a RDS server must have a user account either on the server or in a domain on the network that the server is on. The user account contains additional information that determines when user can log on, under what conditions, and how specific desktop settings are stored. Windows Server 2008 R2 family operating systems contain a built-in User group called Remote Desktop Users, which is used to manage RDS users.

On the Select User Groups Allowed Access to This RD Session Host Server page, select the users and/or groups that can connect to the Remote Desktop Session Host Server and click Next.

Alternatively, you can add additional users later via the Local Users and Groups option in Computer Management.

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Chapter 5

Configure Application Server Historian

This chapter provides you with the details necessary to deploy the Application Server Historian (AppServ-Hist) virtual template. AppServ-Hist (based on FactoryTalk Historian) satisfies the Data Collection role of the PlantPAx system architecture.

This chapter provides you with the procedures necessary to deploy the Application Server Historian (AppServ-Hist) virtual template:

• Setting up Windows Server 2008 for the new instance

• Setting up the Network Adapter

• Setting up FactoryTalk Directory

• Setting up activation files

• Rename SQL Server

• Install and configure Historian Asset Framework

For more information regarding recommended architecture and the actual configuration of the Application Server, see the PlantPAx Process Automation System Reference Manual, publication PROCES-RM001

, and the specific

product documentation.

The required Rockwell Automation software for the AppServ-Hist virtual template is included and pre-installed in the virtual image templates, but not activated. Use an individual FactoryTalk Historian SE activation license to activate each AppServ-Hist virtual template.

See page 9 for product catalog numbers.

The table shows the topics in this section.

Top ic Pag e

Before You Begin 86

Configure Microsoft Windows Server 2008 86

Configure the Ethernet Network Adapter Settings 97

Define the FactoryTalk Directory Location 98

Configure the FactoryTalk Activation Server 99

Rename SQL Server 101

Install Historian Asset Framework (AF) 103

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IMPORTANT

TIP

Top ic Pag e

Delete Old Computer Name 110

Synchronize AF Database 112

Complete Historian Configuration 114

During the configuration of Application Server Historian you can encounter a User Account Control window that asks if you want to allow a program to make changes to the computer. Click Yes and continue on.

This template represents a base installation of a FactoryTalk Historian Server and does not include optional features such as Advanced Server or DataLink.

To use DataLink, you must install Microsoft Excel yourself by using a valid Microsoft Excel license.

Before You Begin

Configure Microsoft Windows Server 2008

You must have your template deployed from the USB drive to perform the following procedures in this chapter. If you need to deploy the template, see

Chapter 1 on page 13

Complete these steps on a virtual machine to initiate the Microsoft Windows Server 2008 operating system setup for the Application Server Historian. You set your own administration account password, computer name, and file location preference in this procedure.

1. If the vSphere Client is not already open, on a computer with VMware vSphere Client software installed, click Start and choose All Programs>VMware>VMware vSphere Client.

2. Click the Console tab.

3. In the Organizer tree, right-click the virtual machine and choose

Power>Power On.

for details.

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IMPORTANT

You see this window after initial setup is complete. This stage can take a few minutes.

The Microsoft Windows Set Up Windows dialog box appears.

First, click inside the console to activate the controls for your virtual machine.

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4. Choose the appropriate option from the following pull-down menus.

Menu Description

Country or region Choose your country or region, for example,

Time and currency Choose your time and currency, for example, English

Keyboard layout Choose your keyboard layout, for example, US.

United States.

(United States).

5. Click Next.

The License Agreement appears. This agreement includes Microsoft Windows, Rockwell Automation Software, and Adobe Reader.

6. Read the license agreement, and then click ‘I accept the license terms’.

7. Click Start.

8. If you get a message stating 'The User’s password must be changed before

logging on the first time', click OK.

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IMPORTANT

The Administrator account dialog box appears so you can change a password.

Passwords must meet the following minimum requirements:

• Cannot contain the user's account name or parts of the user's full name that exceed two consecutive characters

• Must be at least six characters in length

• Must contain characters from three of the following four

categories:

– English uppercase characters (A…Z)

– English lowercase characters (a…z)

– Base 10 digits (0…9).

– Non-alphabetic characters (for example, !, $, #, %).

9. Type a password, then verify the entry by typing the same password in the second entry field.

10. Click the arrow.

11. Click OK to acknowledge your password has been changed.

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IMPORTANT

The virtual image desktop appears.

The default time zone for Windows Server 2008 is Pacific Time. If you are not in the Pacific Time zone, you need to change time zone and update the time.

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Create an Administrator User Account

We suggest that you create an Administrator user account for each user that requires administrative privileges. This best practice safeguards server corruption by restricting access to the default administrative account, thus creating a backup of critical system information. Each user can be delegated a separate user account with password protection.

Follow these steps to create a new user account with administrative privileges.

1. On the virtual image desktop, click Start and choose Control Panel.

The Control Panel appears.

2. Click Add or remove user accounts (circled above).

The Manage Accounts window appears.

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Current Administrator Account D efault

New user account that is being configured.

3. Click Create a new account (circled above).

The Create New Account dialog box appears.

4. Type your new user account name (circled above) and make sure Administrator is selected.

5. Click Create Account.

The New Manage Accounts window appears.

The current Administrator account (default) is shown with a blue background. After you create a password for the new user account, it appears as the default.

6. Click the newly created New_User_Account.

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The Change an Account window appears.

IMPORTANT

7. Click Create a password (circled above).

The Create Password dialog box appears.

Configure Application Server Historian Chapter 5

8. Complete the password configuration.

Topic Description

Password Type a password, then re-type the password to

confirm the entry. See page 89 for password requirements.

Passphrase Type a password that contains a string of words and

characters. Passphrases are generally longer in length, thus more secure, than passwords.

Remember this password because you need it when you configure your FactoryTalk Directory.

9. Click Create password.

10. Close the window.

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IMPORTANT

11. Click Start and log off the virtual machine.

First, click inside the console to activate the controls for your virtual machine.

12. Do not press CRTL+ALT+DELETE as shown on the screen.

Press CTRL+ALT+INSERT to access the virtual machine.

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13. Click the newly created New_User_Account.

The New User Account window appears.

14. Type your password and press Return.

The Windows virtual image desktop appears with your personal account privileges.

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IMPORTANT

Rename the Computer for Your Location

Follow these steps before using your virtual machine.

1. On the desktop of the virtual machine, right-click the computer icon and choose Properties.

2. From the Computer name, domain, and workgroup settings area, click Change Settings (on the right side).

3. On the Computer Name tab, click Change.

4. Type a new computer name in the Computer Name box.

Do not use spaces, hyphens, or any special character symbols.

5. Select Domain or Workgroup (default) and click OK.

We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. The domain centralizes administration of the users, groups, and security settings.

To join a domain, the user must have the appropriate domain user account with proper credentials to add the computer to the domain.

6. Restart the virtual computer to enable the changes to the settings.

7. Login by using your domain credentials or local user administration

account previously created.

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Configure the Ethernet Network Adapter Settings

Use the following procedure to set the speed, duplex, and power management settings for the Ethernet adapter.

1. Click Start and choose Control Panel.

2. Click System & Security.

3. Click Network & Internet.

4. Click Network and Sharing Center.

The Network and Sharing Center dialog box appears.

5. Click Change Adapter Settings.

6. Right-click Local Area Connection and choose Properties.

The Network Properties dialog box appears.

7. Click Configure.

8. Click the Advanced tab.

9. From the Property window, choose Link Speed & Duplex.

10. From the Value menu, choose Auto Negotiation.

11. Click the Power Management tab.

12. Clear the ‘Allow the computer to turn off this device to save power’

checkbox.

13. Click OK.

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Define the FactoryTalk Directory Location

Complete the following steps to specify the Network FactoryTalk Directory location for AppServ-Hist.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location.

The FactoryTalk Directory Server Location Utility appears.

2. Click Browse (ellipsis '…' in box).

3. Type your FactoryTalk Directory Administration Console credentials into

the login screen and click OK.

4. Click Remote computer.

Click Browse (ellipsis '…' in box) to navigate the network to find the computer name of the PASS server that is hosting the FactoryTalk Directory services.

5. Choose the appropriate PASS server name and click OK.

The Network FactoryTalk Directory location has now been specified.

6. When prompted, enter your credentials and click OK.

7. Restart the server after making a change.

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Configure the FactoryTalk Activation Server

For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation 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.

Client computers must be configured 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.

Table 5 - Activation Considerations

Consideration Details

Software that is not activated If the components you have installed cannot be activated, for example, because the activation server is unavailable,

Location of activation server The PASS is the primary choice for ac tivation management and is recommended to be the location of the activation

Options for adding activation files to the PASS To make concurrent floating activations available to activation clients, first you must download the activation files to

Protect activation files Activation files are simple text files that must have a .lic extension.

then the software continues to run for up to seven days. The seven-day grace period provides time to correct the problem with acquiring activations, without disrupting critical applications. If activation is restored within seven days, normal operations resume. If activation is not restored, the grace period expires. After the grace period expires, if you restart the components and activation remains unavailable, the software runs for two hours in Demo mo de.

server. In the instance that the PASS is not an acceptable location, for example, when you make use of a redundant PASS solution, the EWS is the secondary choice. In this instance, the EWS can 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.

the activation server computer, from the Rockwell Automation Activation window. If the PASS has Internet access, see Open Activation Manager If the PASS does not have Internet access, the activations can be downloaded on a different computer with Internet

connectivity and then transferred to the PASS.

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® produc ts.

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 fails for Rockwell

Software products on a computer where the specified Host ID is not recognized by the activation file.

on page 100.

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Open Activation Manager

On the Activation Manager computer, start the activation process by opening the Activation Manager.

1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager.

The FactoryTalk Activation Manager window appears.

2. For instructions on installing FactoryTalk activations, click Help (circled above).

3. Use the Help instructions to complete the activations.

After completing the activation process, your AppServ-Hist is ready to use.

Update Activation Search Path

After the license files are on the PASS, you must update the Activation Search Path on the AppServ-Hist.

1. If the Activation Manager is not already open, click Start and choose All Programs>Rockwell Software>FactoryTalk Activation> FactoryTalk Activation Manager.

2. Click Find Available Activations.

The Manage Activations section appears on the FactoryTalk Activation Manager window.

3. Click Update Activation Search Path.

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Rockwell Automation 9528-APPOWSENE User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Summary of Changes

New and Updated Information

Table of Contents

Preface

Before You Begin

Microsoft Software Licensing

Catalog Numbers

Build Details

Additional Resources

Deploy a Virtual Image Template for the First Time

Create a Template on Datacenter for Future Deployments

Deploy Additional Virtual Machines from Datacenter

Before You Begin

Configure Microsoft Windows Server 2008

Create an Administrator User Account

Rename the Computer for Your Location

Configure Ethernet Network Adapter Settings

Configure the FactoryTalk Directory on the PASS

Delete the Old Computer Name

Configure the FactoryTalk Activation Server

Open Activation Manager

Before You Begin

Configure Microsoft Windows 7 Professional

Rename the Computer for Your Location

Configure Ethernet Network Adapter Settings

Define the FactoryTalk Directory Location

Configure the FactoryTalk Activation Server

Open Activation Manager

Update Activation Search Path

Before You Begin

Configure Microsoft Windows Server 2008

Create an Administrator User Account

Rename the Computer for Your Location

Configure the Ethernet Network Adapter Settings

Define the FactoryTalk Directory Location

Configure the FactoryTalk Activation Server

Open Activation Manager

Update Activation Search Path

Configure Remote Desktop Services

Remote Desktop Services with FactoryTalk View SE

PlantPAx AppServ-OWS Base Configuration

Microsoft Remote Desktop Services Licensing

Install Additional Software

Install Special Mode

Add Remote Desktop Services Users

Before You Begin

Configure Microsoft Windows Server 2008

Create an Administrator User Account

Rename the Computer for Your Location

Configure the Ethernet Network Adapter Settings

Define the FactoryTalk Directory Location

Configure the FactoryTalk Activation Server

Open Activation Manager

Update Activation Search Path