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
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8
9
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11
13
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Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 3
Summary of Changes
Notes:
4 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Table of Contents
Preface
Configure the Virtual Image
Templates
Configure the Process Automation
System Server (PASS)
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Microsoft Software Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Catalog Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Build Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter 1
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
Chapter 2
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Configure Microsoft Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . 32
Create an Administrator User Account . . . . . . . . . . . . . . . . . . . . . . . . 37
Rename the Computer for Your Location . . . . . . . . . . . . . . . . . . . . . . 42
Configure Ethernet Network Adapter Settings . . . . . . . . . . . . . . . . . . . . . 43
Configure the FactoryTalk Directory on the PASS. . . . . . . . . . . . . . . . . . 44
Delete the Old Computer Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Configure the FactoryTalk Activation Server . . . . . . . . . . . . . . . . . . . . . . . 50
Open Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Configure the EWS and OWS System
Elements
Configure Application Server OWS
(Microsoft Remote Desktop Services)
Chapter 3
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Configure Microsoft Windows 7 Professional . . . . . . . . . . . . . . . . . . . . . . 54
Rename the Computer for Your Location . . . . . . . . . . . . . . . . . . . . . . 58
Configure Ethernet Network Adapter Settings . . . . . . . . . . . . . . . . . . . . . 59
Define the FactoryTalk Directory Location . . . . . . . . . . . . . . . . . . . . . . . . 60
Configure the FactoryTalk Activation Server . . . . . . . . . . . . . . . . . . . . . . . 61
Open Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Update Activation Search Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Chapter 4
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Configure Microsoft Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . 66
Create an Administrator User Account . . . . . . . . . . . . . . . . . . . . . . . . 71
Rename the Computer for Your Location . . . . . . . . . . . . . . . . . . . . . . 75
Configure the Ethernet Network Adapter Settings. . . . . . . . . . . . . . . . . . 76
Define the FactoryTalk Directory Location . . . . . . . . . . . . . . . . . . . . . . . . 77
Configure the FactoryTalk Activation Server . . . . . . . . . . . . . . . . . . . . . . . 78
Open Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Update Activation Search Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Configure Remote Desktop Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Remote Desktop Services with FactoryTalk View SE . . . . . . . . . . . . 82
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 5
Table of Contents
PlantPAx AppServ-OWS Base Configuration . . . . . . . . . . . . . . . . . . 83
Microsoft Remote Desktop Services Licensing . . . . . . . . . . . . . . . . . . . . . . 84
Install Additional Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Install Special Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Add Remote Desktop Services Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Chapter 5
Configure Application Server
Historian
Index
Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Configure Microsoft Windows Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . 86
Create an Administrator User Account. . . . . . . . . . . . . . . . . . . . . . . . . 91
Rename the Computer for Your Location . . . . . . . . . . . . . . . . . . . . . . 96
Configure the Ethernet Network Adapter Settings . . . . . . . . . . . . . . . . . . 97
Define the FactoryTalk Directory Location. . . . . . . . . . . . . . . . . . . . . . . . . 98
Configure the FactoryTalk Activation Server . . . . . . . . . . . . . . . . . . . . . . . 99
Open Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Update Activation Search Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Rename SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Install Historian Asset Framework (AF). . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Delete Old Computer Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Synchronize AF Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Perform Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Verify Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Complete Historian Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
6 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 7
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.
8 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
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
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 9
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
10 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 11
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 13
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.
14 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Configure the Virtual Image Templates Chapter 1
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 15
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.
16 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Configure the Virtual Image Templates Chapter 1
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 17
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.
18 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Configure the Virtual Image Templates Chapter 1
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 19
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.
20 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Configure the Virtual Image Templates Chapter 1
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.
Rockwell Automation Publication 9528-UM001C-EN-P - March 2014 21
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.
22 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Configure the Virtual Image Templates Chapter 1
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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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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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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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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Notes:
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