Rockwell Automation Publication BWEPRO-GR011D-EN-P - October 2020
Supersedes Publication BWEPRO-GR011C-EN-P - February 2017
FactoryTalk eProcedure Getting Results Guide
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IMPORTANT
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temperatures.
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for Personal Protective Equipment (PPE).
Important User Information
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
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ATTENTION:
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2
Preface
FactoryTalk eProcedure
The eProcedure Server
The eProcedure Client
Table of Contents
introduction
About this manual ....................................................................................... 5
Thisinformation was developed to introduce you to the basics of FactoryTalk
eProcedure. This manual is one of a set of related manuals that describe
installing, programming, and operating the FactoryTalk® Batch system.
To review FactoryTalk Batch release notes and latest information regarding
product compatibility refer to the
Center (PCDC).
The following subjects are presented in this document:
• eProcedure documentation
• eProcedure components
• eProcedure Server
• eProcedure Client
• Introduction to instruction-based phases
• HTML-Based instruction files
• Glossary
Product Compatibility and Download
Rockwell Automation publishes legal notices, such as privacy policies, license
agreements, trademark disclosures, and other terms and conditions on the
Legal Notices
page of the Rockwell Automation website.
End User License Agreement (EULA)
You can view the Rockwell Automation End User License Agreement (EULA)
by opening the license.rtf file located in your product's install folder on your
hard drive.
The software included in this product contains copyrighted software that is
licensed under one or more open source licenses.
5
You can view a full list of all open source software used in this product and
their corresponding licenses by opening the oss_license.txt file located your
product's OPENSOURCE folder on your hard drive. This file is divided into
these sections:
Preface
Resource
Description
Server components.
Additional resources
• Components
Includes the name of the open source component, its version number,
and the type of license.
• Copyright Text
Includes the name of the open source component, its version number,
and the copyright declaration.
• Licenses
Includes the name of the license, the list of open source components
citing the license, and the terms of the license.
You may obtain Corresponding Source code for open source packages
included in this product from their respective project web site(s).
Alternatively, you may obtain complete Corresponding Source code by
contacting Rockwell Automation via the Contact form on the Rockwell
Automation website:
http://www.rockwellautomation.com/global/aboutus/contact/contact.page. Please include "Open Source" as part of the request
text.
F
ollowing is a comprehensive list of documentation for the FactoryTalk®
Batch products from Rockwell Automation.
Installation, Quick Start, and Getting Results Guides
FactoryTalk Batch Components Installation and
Upgrade Guide
(BATCH-IN002)
Provides information and procedures for FactoryTalk
Batch system installation. Includes information for
FactoryTalk Batch Material Manager, FactoryTalk Event
Archiver, and associated FactoryTalk Batch Client and
Provides information about using FactoryTalk Batch View
to create, view, and command control recipes,
acknowledge prompts and signatures, view equipment
phases and diagnostic information, and view profile
information.
Provides a general overview of FactoryTalk Batch View
HMI Controls.
Explains the basics of FactoryTalk Batch eProcedure.
6
Preface
Resource
Description
FactoryTalk Batch Getting Results Guide
Introduces the basics of automated batch manufacturing
Resource
Description
FactoryTalk Batch ActiveX Controls User Guide
Provides information and instructions for using the
reference for the formulator.
FactoryTalk Batch Server.
(BATCH-GR011)
FactoryTalk Batch Material Manager Getting
Results Guide
(BWMTR-GR011)
User Guides
(BATCH-UM013)
FactoryTalk Batch Material Editor User Guide
(BWMTR-UM001)
FactoryTalk Batch Equipment Editor User Guide
(BATCH-UM004)
FactoryTalk Batch PhaseManager™ User Guide
(BATCHX-UM011)
FactoryTalk Batch Recipe Editor User Guide
(BATCH-UM006)
and the FactoryTalk Batch product components.
Introduces the basics of FactoryTalk Batch Material
Manager.
FactoryTalk Batch ActiveX Custom Controls.
Provides access to information and procedural
instructions required to configure materials and the
containers to hold them. The material data is stored in the
material database, which is used to create materialbased recipes. This information is intended as a
Provides information on creating and maintaining an
equipment database (area model). The area model is
stored in a file with a .cfg file extension and is available
to all other FactoryTalk Batch programs, including the
Recipe Editor, View, and Phase Simulator.
Describes the integration of the FactoryTalk Batch
software with the Studio 5000 Logix Designer®
application and the Logix 5000™ family of controllers.
The integration simplifies the configuration and
maintenance of the FactoryTalk Batch automation
system, provides better communication between the
FactoryTalk Batch Server and the Logix 5000 controller,
and significantly reduces the programming effort
required to develop the phase logic code that resides in
your Logix 5000 controller.
Provides instructions on using FactoryTalk Batch Recipe
Editor to create and configure master recipes for use in
batch automation. The interface is based on IEC 61131-3
sequential function charts to graphically organize recipes
into procedures, unit procedures, operations, and phases.
Build recipes using either the SFC format or a table-based
format.
FactoryTalk Batch View HMI Controls User Manual
(FTBVS-UM003)
FactoryTalk Batch View User Manual
(FTBVS-UM002)
Provides details about using FactoryTalk Batch View HMI
Controls to monitor and interact with the production
process within a FactoryTalk View SE Display Client.
Provides information and procedural instructions for
using FactoryTalk Batch View in a modern and intuitive
portal into a comprehensive batching solution for
effective operations, leveraging its own web server using
HTML5 technology to provide native connectivity into a
7
Preface
Resource
Description
FactoryTalk eProcedure Client User Guide
Provides information and procedural instructions
reference information by the operator.
system administrator and production supervisor.
conjunction with a Human-Machine Interface (HMI).
Resource
Description
FactoryTalk Batch eProcedure Administrator Guide
Provides procedures specific to FactoryTalk Batch
operators, such as the FactoryTalk Batch Server.
(BWEPRO-UM011)
Resource
Description
(BATCH-RM001)
FactoryTalk Batch PCD Programming Reference
Provides information and instructions about the
(BWEPRO-UM001)
FactoryTalk Event Archiver User Guide (BATCHUM012)
FactoryTalk Batch View User Guide (legacy)
(FTBVS-UM001)
required to create and command batches using the
FactoryTalk eProcedure Client, and can be used as a
Provides information and instructions specific to the
FactoryTalk Event Archiver. Intended for use by the
Provides information and instructions on how to use
FactoryTalk Batch View to initiate and execute
FactoryTalk Batch automation processing. FactoryTalk
Batch View secured objects are located in the FactoryTalk
Diagnostics and are modified using the FactoryTalk
Administration Console. A system administrator can
customize FactoryTalk Batch View security to meet the
needs of the facility. FactoryTalk Batch View is used in
Provides instructions for configuring security and
services, and implementation and use of components not
typically accessed or used by batch operators, such as
the FactoryTalk Batch Server.
(BWEPRO-UM011)
FactoryTalk Batch Material Manager Administrator
Guide
FactoryTalk Batch Material Server API Technical
Reference
(BWMTR-RM001)
eProcedure, such as implementing security and
configuring the user-defined area Active Server Page.
Included are instructions for tasks specific to FactoryTalk
Batch, such as configuring security and services to
support FactoryTalk Batch eProcedure. Provides
instructions on the implementation and use of
components not typically accessed or used by batch
Provides information and instructions specific to
FactoryTalk Batch Material Manager. Intended for use by
the system administrator and database administrator.
Provides reference information and procedural
instructions for the FactoryTalk Batch ActiveX Custom
Controls.
Provides access to information regarding the interface
between the FactoryTalk Batch Material Server and the
FactoryTalk Batch Material Editor and FactoryTalk Batch.
It is intended to be used as a reference information by
those who want to develop custom interfaces.
8
Manual
(BATCH-RM004)
FactoryTalk Batch PCD interface design. It is intended to
be used as a reference guide.
Preface
Resource
Description
FactoryTalk Batch Server API Reference Manual
Provides information regarding the interface between the
reference by the instruction file author.
(BATCH-RM003)
FactoryTalk Batch System Files Reference Manual
(BATCH-RM005)
FactoryTalk Batch Server and FactoryTalk Batch View —
the Server Application Programming Interface (API). It is
intended to be used as a reference guide by those who
want to develop custom interfaces.
Provides the technical information for configuration and
maintenance of a FactoryTalk Batch system. It can be
used as a reference information for implementation
engineers and the system administrator.
Includes information about the building of instruction
files for use in equipment database creation and recipe
development. This information is intended to be used as a
View or download publications at
http://www.rockwellautomation.com/literature. To order paper copies of
technical documentation, contact your local Allen-Bradley® distributor or
sales representative.
9
What is eProcedure?
Chapter 1
FactoryTalk eProcedure introduction
FactoryTalk® eProcedure® is part of the FactoryTalk Batch suite of software
components. As part of the FactoryTalk family, the FactoryTalk Batch
components increase overall plant efficiency by delivering the visibility,
control, and reporting needed to optimize manufacturing. Coordinated
execution reduces rework and improves product quality and consistency.
Real-time management of equipment utilization maximizes return on assets.
Implementing optimized recipes and procedures, increases plant capacity.
Using electronic, paperless operations improves productivity. Reduce
compliance costs by using electronic batch record implementation, paperless
manufacturing, and quality sign-offs. Lifting the compliance burden from
manufacturing reduces inventory levels and cycle times, which greatly
improves customer service.
The FactoryTalk Batch components ensure that plant floor operations are
optimized, giving quick returns on net assets. New product definitions are
deployed quickly into manufacturing. Production order information is
accurate. Business and plant-level control systems are tightly coordinated and
multiple sites operate as a team. Our completely open, configurable set of
products helps you define, manage, monitor, and control manufacturing at
local, remote, or contractor plants. Best of all, deploy the FactoryTalk Batch
components wherever needed (one at a time or all at once) to improve
productivity and plant control. The FactoryTalk Batch components include:
• FactoryTalk Batch
• FactoryTalk eProcedure
• FactoryTalk Batch Material Manager
As one of the FactoryTalk Batch components, FactoryTalk eProcedure
manages, sequences and documents the execution of manual operations.
Automating batch sheets and standard operating procedures (SOPs) through
interactive web documents, eProcedure provides the control needed to rapidly
deploy new products into manufacturing and the data collection necessary to
achieve true plant floor to enterprise-wide integration. FactoryTalk
eProcedure provides the benefits of procedure automation without the
expense of equipment automation. The FactoryTalk Batch components
incorporate the principles of batch and procedure automation, an approach
defined by ISA’s S88.01 standard.
11
Chapter 1 FactoryTalk eProcedure introduction
Without eProcedure
With eProcedure
printout.
When the batch is complete, the completed
When the batch is complete, the electronic batch record
The data can be manually entered into a
The electronic batch record can be automatically
FactoryTalk Event Archiver.
Benefits of eProcedure
FactoryTalk eProcedure automation provides a means to automate the
execution of procedural logic associated with recipes, product grade changes,
computer setup, and computer shutdown procedures. Operators perform the
actions on the equipment, but they are prompted and guided by eProcedure.
The procedure specifies the sequence and timing of actions that can be
manually performed or performed by automation equipment.
Typical procedures that can be automated using FactoryTalk eProcedure
include:
• Batch execution
• Equipment startup and shutdown
• Product changeover
• Abnormal condition handling
FactoryTalk eProcedure reduces the amount of effort required to create and
maintain recipes, as well as minimizes the time required to collect and report
Batch data.
The following describes a typical recipe execution process, with and without
eProcedure:
A master recipe (a collection of SOPs) is
maintained in written form. The master recipe
includes instructions for the operator, places to
enter data, and places for any required
signatures.
When a batch needs to be run, the recipe is
printed and given to the operator, who reads the
instructions, manually sequences the process
and enters the required information on the
recipe document is filed.
database for recording and reporting purposes.
A master recipe is created and maintained electronically
with the FactoryTalk Batch Recipe Editor. The master
recipe includes operator instructions, report data, and
prompts for required approvals.
When a batch needs to be run, the operator adds a batch
using the eProcedure Client, steps through the
instructions, and enters the required data into the
system.
contains a complete record of the entire batch process.
transferred to any ODBC-compliant database using the
FactoryTalk eProcedure can be implemented in a completely manual
manufacturing facility or in a partially automated facility. With eProcedure,
use all manual phases or a combination of manual and automated phases
within a single recipe. Regardless of the state of automation, the
implementation process is the same.
12
The FactoryTalk Batch Equipment Editor is used to define the process
equipment, both manual and automated. The modular approach in defining
equipment is as appropriate with manual facilities as it is in automated
FactoryTalk Batch
FactoryTalk Batch Server
facilities. As part of the configuration process, attach instruction files to each
of the manual equipment modules.
Instruction files are HTML files that include all of the required control steps
for a phase. Each control step can include textual instructions, embedded
parameter values, report fields for operator input, and submit buttons.
Control steps may also include any valid HTML component.
Once the equipment is defined, and the instruction files are created, create
recipes in the same fashion as a completely automated facility.
FactoryTalk eProcedure allows the operator to create and command batches
from remote computers using Microsoft Internet Explorer. With eProcedure,
the operator no longer needs to write processing information on a piece of
paper for submission. The operator enters the data directly into the computer
where the data is stored in an electronic batch record, which can later be
downloaded into your ODBC-compliant database.
Chapter 1 FactoryTalk eProcedure introduction
Components
FactoryTalk Batch comes with several components that interact with each
other to design, create, configure and run batch recipes.
The FactoryTalk Batch Server is the engine that runs FactoryTalk Batch. It is
the component that controls system information, phases and recipes. The
server allows integration with process-connected devices (PCDs) and thirdparty software packages. Prior to opening FactoryTalk Batch View, the
FactoryTalk Batch Server must be running and remain active during all batch
functions.
The FactoryTalk Batch Server operates as a Windows service, which means
that the FactoryTalk Batch Server can be configured to start automatically and
that control of the FactoryTalk Batch Server can be given to the Windows
Service Manager. Because the FactoryTalk Batch Server runs as a service, it
does not require an operator to log on to run. Therefore, logging on or off
Windows during operation does not disrupt the performance of the
FactoryTalk Batch Server.
13
Chapter 1 FactoryTalk eProcedure introduction
Batch View User Manual (FTBVS-UM002).
FactoryTalk Batch View
FactoryTalk Batch Recipe
This topic describes FactoryTalk Batch View on a Windows desktop system.
FactoryTalk Batch View is the batch recipe initiation and execution program
used by the operator of the FactoryTalk Batch Automation Solution system to:
• Initiate and control the batch process
• Display a graphical representation of a running batch and its
Typically, FactoryTalk Batch View is intended to be used in conjunction with
an HMI.
Each FactoryTalk Batch View window can be customized to suit the needs of a
specific station:
Tip: The modern FactoryTalk Batch View is an innovative and intuitive user interface for your
comprehensive batch solution. It leverages state-of-the-art web technologies with scalable
graphics for consistent visualization across all devices and form factors. The zero-install browser
simplifies administration and maintenance. As the only native client application that supports the
new features in FactoryTalk Batch and eProcedure, it is the client of the future for modern batch
solutions.
For more information about the new FactoryTalk Batch View mobile solution, view the
FactoryTalk
associated data
Editor
• Specify the columns to display
• Specify the size of columns and rows
• Sort and filter on one field in certain windows
• Set the font for each FactoryTalk Batch View window
If the security is enabled for FactoryTalk Batch View, a system administrator
can use the password protection option to:
• Limit the information that is displayed
• Specify the commands that are allowed at a particular station
Using FactoryTalk Batch View, an operator can respond to electronic
signature requests that have been generated by report and recipe parameter
deviations or by a command execute request.
The FactoryTalk Batch Recipe Editor is used to graphically create and
configure recipes.
• The interface is based on IEC 61131-3 sequential function charts (SFC)
that graphically organizes recipes into procedures, unit procedures,
operations and phases along with any applicable comments.
• In addition to the SFC view, the FactoryTalk Batch Recipe Editor offers
a table view. Table-based recipes provide a mechanism for creating
simple recipes that do not require a complex recipe structure or
elaborate transition expressions. Additionally, you can view tablebased recipes and edit all recipe parameters without having to navigate
between steps.
14
FactoryTalk Batch
Equipment Editor
Chapter 1 FactoryTalk eProcedure introduction
• The FactoryTalk Batch Recipe Editor allows you to specify sequences of
phases. The actual phase logic must be configured in the processconnected device (PCD) while the interface to the PCD must be
configured in the FactoryTalk Batch Equipment Editor.
• Recipe reports can be generated in SFC and/or descriptive format.
• If Recipe Approvals are enabled in the underlying area model, approval
signoffs are executed in the FactoryTalk Batch Recipe Editor.
• When Recipe Version Control is enabled, a version of a recipe (a read-
only, numbered snapshot of a recipe) can be saved and protected from
further editing. New work-in-progress (WIP) copies of a version allow
the recipe author to continue to make changes and updates to a recipe.
When a versioned recipe no longer matches the underlying area
model, or references a deleted or non-existent sub-recipe, it is marked
as obsolete.
The FactoryTalk Batch Equipment Editor is a graphical interface through
which a database of process equipment is defined and maintained (an area
model).
• Components defined in the FactoryTalk Batch Equipment Editor are
used to interface with process-connected devices (PCDs) in the facility.
During recipe configuration, the area model provides a list of available
units and phase classes.
• Configure phases and commands to trigger an electronic signature
request when a report or recipe parameter is out of range (parameter
deviation), or when specific commands are executed on a batch (such
as Abort Batch or Active Step Change).
• During recipe verification, the area model confirms that the
designated equipment is capable of executing the procedures.
• During recipe execution, resource arbitration functions use the area
model to allocate equipment based on recipe and operator requests.
• The area model is available to all other FactoryTalk Batch applications.
In addition to the area model, the FactoryTalk Batch Equipment Editor allows
configuration of the following:
• Communication functions
• Electronic signatures
• Enumeration sets
• Data servers
• Recipe approvals
• Recipe version control
• FactoryTalk Event Archiver functions
•
15
Chapter 1 FactoryTalk eProcedure introduction
FactoryTalk Event Archiver
FactoryTalk Batch Network
FactoryTalk eProcedure
FactoryTalk eProcedure
FactoryTalk Batch Material
The FactoryTalk Event Archiver’s purpose is to translate the FactoryTalk Batch
tab-delimited ASCII electronic batch record files to a user-specified file type.
These electronic batch record files are maintained separately for each batch
created and viewed with a word processor or spreadsheet. Many plants have
standardized on one of the many commercially available Relational Database
Management System (RDBMS) software packages. We recommend using a
high-performance database, such as SQL Server, due to their better
robustness and performance. The Archiver collects data from each electronic
batch record file and stores it in the specified RDBMS database format.
The FactoryTalk Batch Network Editor is a utility that indicates where other
Editor
FactoryTalk Batch and FactoryTalk Batch Material servers are located on the
network. This network configuration allows for ease of integration with other
FactoryTalk Batch components and simplifies the process of reconfiguring a
multi-computer system. If FactoryTalk Batch Material Manager is also
installed the FactoryTalk Batch Network Editor is also used to indicate the
location of the material database.
Client
Server
Manager
The FactoryTalk eProcedure Client computer uses Internet Explorer to enable
operators to run batch recipes.
The FactoryTalk eProcedure Server provides the services to the FactoryTalk
Batch Server to enable the use of HTML instruction files. Prior to opening
FactoryTalk eProcedure Client, FactoryTalk eProcedure Server must be
running and remain active during all batch functions.
FactoryTalk Batch Material Manager is used to track material consumption in
batch recipes. It consists of two components: Material Server and Material
Editor.
The Material Editor provides an interface to help you create the material
database, which consists of material, lot, sublot, container, and storage
location data. The Material Server provides the communication between the
material database and the FactoryTalk Batch Server. During a batch run,
information about available containers is presented to the operator for
binding decisions. Binding is the process of mapping steps within a control
recipe to actual equipment in a plant. After a batch is run, quantities
consumed or distributed are updated in the material database for use in
inventory tracking.
16
Chapter 1 FactoryTalk eProcedure introduction
The Material Server consists of a group of components that work together to
service various applications. The primary applications that the Material Server
services are the Material Editor, FactoryTalk Batch Server, FactoryTalk Batch
Recipe Editor, and FactoryTalk Batch Equipment Editor. Any third-party
application can also use custom solutions based on the exposed Material
Object Model (MOM).
17
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