Rockwell Automation FactoryTalk Original Instructions

Technical Publications

FactoryTalk Alarms and Events System Configuration Guide

Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021 Supersedes Publication FTAE-RM001L-EN-E - September 2020
Original Instructions
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal
IMPORTANT
Identifies information that is critical for successful application and understanding of the product.
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.
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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 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.
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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.
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.
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.
cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and for
2
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021

Table of Contents

What you need to get started
Overview of FactoryTalk Alarms and Events services
Plan your system
Define device-based alarms in Logix 5000 controllers
Chapter 1
Required software ....................................................................................... 9
Recommended hardware and supported operating systems ................. 9
Logix 5000 controllers .......................................................................... 9
Compatible firmware ........................................................................... 11
Older controllers .................................................................................. 11
How to get the information you need ....................................................... 12
Chapter 2
Choose between HMI Tag Alarm Monitoring and FactoryTalk Alarms
and Events .................................................................................................. 15
Where to start ............................................................................................ 16
FactoryTalk Alarms and Events components ........................................... 16
About monitoring for alarm conditions .................................................. 20
About device-based alarm monitoring .............................................. 20
Device-based alarm monitoring workflow ................................. 20
About server tag-based alarm monitoring ......................................... 21
Server tag-based alarm monitoring workflow ............................ 21
Choose between device-based and server tag-based alarm monitoring
..................................................................................................................... 22
Graphic objects in FactoryTalk Alarms and Events .................................23
Chapter 3
Decide what type of application you are building .................................. 25
Decide what type of alarm monitoring you need ................................... 26
Follow these steps ...................................................................................... 26
What you need ........................................................................................... 27
Install and activate FactoryTalk software ................................................ 27
Typical stand-alone system ................................................................ 27
Install FactoryTalk software ............................................................... 28
Install Microsoft SQL Server .............................................................. 28
Chapter 4
Alarm buffering during loss of connection to the controller ................ 29
Before you begin ....................................................................................... 30
What you need .......................................................................................... 30
Follow these steps ...................................................................................... 30
Define a Logix tag-based alarm ................................................................. 31
Create an alarm definition .................................................................. 31
Download the program to controller and test the alarm ..................32
Define an instruction-based alarm: digital ..............................................32
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
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Table of Contents
Add a device server for Logix
controllers
Add an OPC data server for third-party controllers
Add a tag-based alarm server
or third-party controllers
Set up graphic displays
Monitor and interact with alarms at runtime
5000, PLC-5, or SLC 500
for Logix 5000, PLC-5, SLC 500,
Configure the digital alarm and download to the controller ............32
Define an instruction-based alarm: analog .............................................. 36
Configure the analog alarm and download it to the controller ........ 36
Chapter 5
Before you begin ........................................................................................ 39
What you need ........................................................................................... 39
Follow these steps ...................................................................................... 39
Add a device server .................................................................................... 39
Chapter 6
Before you begin ........................................................................................ 47
What you need ........................................................................................... 47
Follow these steps ...................................................................................... 47
Add an OPC data server to an application ................................................ 47
Chapter 7
Before you begin ........................................................................................ 51
What you need ........................................................................................... 51
Follow these steps ...................................................................................... 51
Create an application ................................................................................. 51
Add a data server ........................................................................................ 53
Add a Tag Alarm and Event Server ........................................................... 55
Define alarm conditions ............................................................................56
Next steps .................................................................................................... 57
4
Chapter 8
Before you begin ........................................................................................59
What you need ...........................................................................................59
Follow these steps .......................................................................................59
Create a graphic display ............................................................................ 60
Create an Alarm and Event Summary ...................................................... 61
Create an Alarm and Event Banner display ............................................ 64
Create a startup macro for the Banner display ....................................... 69
Create an Automatic Diagnostic Event Summary .................................. 70
Use color animation to indicate alarm state changes ............................. 74
Next steps .................................................................................................... 81
Chapter 9
Before you begin ....................................................................................... 83
What you need .......................................................................................... 83
Follow these steps ..................................................................................... 83
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Table of Contents
Set up historical alarm and event logging
Configure redundancy for alarms and events
Create and then run a FactoryTalk View Client configuration.............. 83
Monitor alarms and events ....................................................................... 87
Security for alarms and events ........................................................... 88
Acknowledge an alarm ........................................................................ 88
Acknowledge the selected alarm .................................................. 88
Acknowledge the selected alarm and enter a comment ............ 89
Acknowledge all of the alarms displayed on the page ................ 90
Acknowledge all of the alarms in the event list........................... 90
Disable or enable an alarm .................................................................. 91
Disable selected alarms ................................................................. 91
Enable selected alarms ................................................................. 92
Suppress or unsuppress an alarm ....................................................... 93
Suppress an alarm ........................................................................ 94
Unsuppress an alarm .................................................................... 94
Shelve or unshelve an alarm ............................................................... 96
Shelve an alarm ............................................................................. 96
Unshelve an alarm ........................................................................ 98
Chapter 10
Before you begin ...................................................................................... 101
What you need ......................................................................................... 101
Follow these steps .................................................................................... 102
Confirm that the SQL Server software is installed ................................ 102
Add a database definition to your FactoryTalk system ......................... 102
Associate a database definition with an alarm server ........................... 105
Create an Alarm and Event Log Viewer display ..................................... 107
Create a button to open the Alarm and Event Log Viewer display . 110
Create a startup macro for the Menu Bar display .................................. 114
View historical alarm data in a FactoryTalk View SE Client ................. 115
Run the application ............................................................................ 116
Start the FactoryTalk View SE Client from within FactoryTalk
View Studio .................................................................................. 116
Chapter 11
FactoryTalk server redundancy .............................................................. 119
Develop and test your application without redundancy ...................... 119
Before you begin ...................................................................................... 119
What you need .......................................................................................... 120
Follow these steps ..................................................................................... 121
Upgrade an existing device-based alarm server .................................... 121
Upgrade an existing tag-based alarm server.......................................... 123
Check the status of an alarm server ........................................................ 124
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Table of Contents
Get started with language switching
System performance and limits
Install FactoryTalk Alarms and Events manually
Install SQL Server 2014 SP3 Express
Appendix A
Before you begin ...................................................................................... 127
What you need ......................................................................................... 128
Follow these steps .................................................................................... 128
Create device-based alarm messages...................................................... 128
Translate alarm messages using import and export ....................... 129
Translate alarm messages in RSLogix 5000 version 16 or earlier
....................................................................................................... 129
Translate alarm messages using RSLogix 5000 version 17 or later
....................................................................................................... 132
Create tag-based alarm messages ........................................................... 134
Enter text strings in FactoryTalk View Studio ................................. 135
Add languages to the application ............................................................ 138
Add buttons to a graphic display to switch languages at runtime ....... 139
Enter alarm messages in other languages .............................................. 143
Create a Display Client configuration file to test alarm messages ....... 152
Test alarm messages at runtime ............................................................. 154
Summary and tips for setting up language switching .......................... 157
Text that supports language switching ............................................ 157
Text that does not support language switching .............................. 157
Alarm and Event Summary and Alarm and Event Banner ............. 158
Alarm and Event Log Viewer ............................................................. 158
Appendix B
Controller specifications ......................................................................... 159
Controllers with revision 24 and later .............................................. 159
Controllers with revision 20 or earlier ............................................. 159
System sizing recommendations ............................................................ 160
Appendix C
Summary of steps .................................................................................... 163
Confirm that FactoryTalk Services Platform is installed ...................... 163
Install FactoryTalk Alarms and Events................................................... 164
Appendix D
Summary of steps .................................................................................... 165
Step 1. Open the FTView folder ............................................................... 165
Step 2. Install the .NET Framework ....................................................... 166
Step 3. Run the SQL Server Install batch file (not the .exe) ................... 166
Step 4. Configure the Windows firewall ................................................. 167
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Appendix E
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
Table of Contents
Use an existing SQL Server database
Alarm time stamping
Time synchronization
Supported SQL Server databases ........................................................... 169
Remote connections to the SQL Server database .................................. 169
Summary of steps .................................................................................... 169
Step 1. Install SQL Server Management Tools ................................. 169
Step 2. Specify Mixed Mode authentication for the SQL Server
database .............................................................................................. 170
Step 3. Configure TCP/IP protocol for the database ....................... 170
Step 4. Enable the SQL Server Browser service ............................... 170
Step 5. Configure the Windows Firewall ...........................................171
Appendix F
Overview of time keeping........................................................................ 173
Coordinated System Time (CST) ...................................................... 173
Coordinated Universal Time (UTC) .................................................. 173
Local Time (Wall Clock Time) ........................................................... 174
ALMD and ALMA alarm blocks................................................................ 175
Insert time stamps manually ............................................................ 177
Example ..................................................................................................... 177
Appendix G
Coordinate multiple controller wall clocks ............................................ 179
Install the Logix5000 Clock Update Tool ...............................................180
Start Clock Update Tool ...........................................................................180
Start the Update Tool automatically .................................................180
Use the Logix5000 Clock Update Tool ....................................................180
Synchronize devices on a schedule ......................................................... 181
Create a synchronization schedule ................................................... 181
Create a synchronization schedule............................................. 181
Remove a synchronization schedule .......................................... 182
Modify a synchronization schedule............................................ 182
Enable or disable a synchronization schedule ........................... 182
Add devices ............................................................................................... 183
Add a device ........................................................................................ 183
Remove a device ................................................................................. 184
View details about a device ................................................................ 184
Assign devices to synchronization schedules ........................................ 184
Synchronize devices manually ................................................................ 185
View the log file ........................................................................................ 185
Change the location of the log file .................................................... 186
Time stamps with tag-based alarms ....................................................... 187
Supported devices .................................................................................... 187
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Table of Contents
Reference for building a distributed system
Language identifiers
Glossary
Legal Notices
Index
Appendix H
When installing FactoryTalk Alarms & Events ...................................... 189
Typical distributed system on a network ............................................... 189
Appendix I
Language identifiers ................................................................................ 191
Appendix J
A - C ........................................................................................................... 195
D ................................................................................................................ 196
E - P ............................................................................................................ 197
R - T ............................................................................................................ 199
Legal Notices ........................................................................................... 203
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Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
Chapter 1
IMPORTANT
This guide describes how to set up a local station application. However, the procedure for
and Events services.
Software
Version
FactoryTalk Services Platform
2.10 or later
RSLogix 5000
16.03 or later (or the Logix Designer application version 21.00 or later)
Logix Designer
21.00 or later (or RSLogix 5000® software version 16.03 or later)
RSLogix 500
Version that supports FactoryTalk Services Platform 2.10 or later
RSLogix 5
Version that supports FactoryTalk Services Platform 2.10 or later
FactoryTalk View SE
5.00 or later
FactoryTalk View Studio
5.00 or later
RSLinx Classic (used for Logix programming)
2.50.20 or later
ControlFLASH™
4.00.09 (used to download firmware)
SoftLogix™
16.03 or later
Microsoft® SQL Server®
Version that supports FactoryTalk Alarms and Events historical logging. For more information, see Supported SQL
Server databases on page 169.

Required software

Recommended hardware
Logix 5000 controllers
What you need to get started
The FactoryTalk® System Configuration Guide describes the tasks that are required to install, configure, and use FactoryTalk Alarms and Events services as part of a FactoryTalk-enabled automation system. This guide also includes references to additional documentation that provides more detail.
setting up a network station application or network distributed application is similar. This guide provides information about the latter two applications where it is necessary. See the Help included with the individual software products used to configure and use Alarms
T
he following software is required to configure and operate FactoryTalk
Alarms and Events services:
FactoryTalk Alarms and Events 2.10 or later (included with FactoryTalk View Site Edition and FactoryTalk® Linx™)
FactoryTalk Linx 5.00 or later
The hardware and supported operating systems that are recommended to run
and supported operating systems
FactoryTalk Alarms and Events are the same as those recommended to run
FactoryTalk View Site Edition. For details, see the FactoryTalk View Site Edition
Installation Guide. To access the guide, in the FactoryTalk View Studio toolbar click Help, point to Online Books, and then click Installation Guide.
The Logix 5000 controllers listed in the following table support FactoryTalk
Alarms and Events services. When you use built-in alarm instructions in Logix 5000 controllers, these controllers require a firmware update to revision
16.20 or later (excluding 21 to 23). If you do not want to update the firmware in your controllers, use a Tag Alarm and Event Server for software-based alarms and events. See Decide what type of alarm monitoring you need on page 26
.
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Chapter 1 What you need to get started
Catalog number
Name
1756-L61
ControlLogix Processor
1756-L62
ControlLogix Processor
1756-L64
ControlLogix Processor
1756-5555
5555 ControlLogix Processor
1768-L43
CompactLogix L43 Controller
1769-L31
CompactLogix L31 Controller
1769-L32C
CompactLogix L32C Controller
1769-L32E
CompactLogix L32E Controller
1769-L35CR
CompactLogix L35CR Controller
1769-L35E
CompactLogix L35E Controller
1794-L34
FlexLogix L34 Controller
1756-L61S
ControlLogix Safety Processor
1756-L62S
ControlLogix Safety Processor
PowerFlex 700S 2
DriveLogix5370
1789-L60
SoftLogix5800
EMULATE
RSLogix Emulate 5000
Catalog number
Name
ControlLogix 1756-L71 Series B
ControlLogix Processor
ControlLogix 1756-L72 Series A
ControlLogix Processor
ControlLogix 1756-L72 Series B
ControlLogix Processor
GuardLogix 1756-L72S Series B
ControlLogix Safety Processor
ControlLogix 1756-L73 Series A
ControlLogix Processor
ControlLogix 1756-L73 Series B
ControlLogix Processor
ControlLogix 1756-L73XT Series B
ControlLogix Processor
GuardLogix 1756-L73SXT Series B
ControlLogix Safety Processor
ControlLogix 1756-L74 Series A
ControlLogix Processor
ControlLogix 1756-L74 Series B
ControlLogix Processor
ControlLogix 1756-L75 Series A
ControlLogix Processor
ControlLogix 1756-L75 Series B
ControlLogix Processor
CompactLogix 1769-L16ER-BB1B
CompactLogix L16ER-BB1B Controller
CompactLogix 1769-L18ER-BB1B
CompactLogix L18ER-BB1B Controller
CompactLogix 1769-L18ERM-BB1B
CompactLogix L18ERM-BB1B Controller
CompactLogix 1769-L24ER-QB1B
CompactLogix L24ER-QB1B Controller
CompactLogix 1769-L24ER-QBFC1B
CompactLogix L24ER-QBFC1B Controller
CompactLogix 1769-L27ERM-QBFC1B
CompactLogix L27ERM-QBFC1B Controller
CompactLogix 1769-L30ER
CompactLogix L30ER Controller
CompactLogix 1769-L30ER-NSE
CompactLogix L30ER-NSE Controller
CompactLogix 1769-L30ERM
CompactLogix L30ERM Controller
CompactLogix 1769-L33ER
CompactLogix L33ER Controller
CompactLogix 1769-L33ERM
CompactLogix L33ERM Controller
SoftLogix 1789-L60
SoftLogix5800
Tip: Firmware revisions 21 to 23 do not support the new alarms functionality.
1756-L63 ControlLogix Processor
The following controllers with firmware revision 24 and later support FactoryTalk Alarms and Events services:
ControlLogix 1756-L71S Series B ControlLogix Safety Processor
GuardLogix 1756-L73S Series B ControlLogix Safety Processor
CompactLogix 1769-L36ERM CompactLogix L36ERM Controller
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Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
Chapter 1 What you need to get started
Catalog number
Name
ControlLogix 1756-L81E
ControlLogix Processor
ControlLogix 1756-L83E
ControlLogix Processor
ControlLogix 1756-L84E
ControlLogix Processor
ControlLogix 1756-L85E
ControlLogix Processor
CompactLogix 5069-L306ER
CompactLogix L306ER Controller
CompactLogix 5069-L306ERM
CompactLogix L306ERM Controller
CompactLogix 5069-L310ER
CompactLogix L310ER Controller
CompactLogix 5069-L310ERM
CompactLogix L310ERM Controller
CompactLogix 5069-L310ER-NSE
CompactLogix L306ER-NSE Controller
CompactLogix 5069-L320ER
CompactLogix L320ER Controller
CompactLogix 5069-L320ERM
CompactLogix L320ERM Controller
CompactLogix 5069-L330ER
CompactLogix L330ER Controller
CompactLogix 5069-L330ERM
CompactLogix L330ERM Controller
CompactLogix 5069-L340ERM
CompactLogix L340ERM Controller
Catalog number
Name
CompactLogix 5069-L380ERM
CompactLogix L380ERM Controller
CompactLogix 5069-L3100ERM
CompactLogix L3100ERM Controller
CompactLogix 1769-L37ERMO
CompactLogix L37ERMO Controller
GuardLogix 1769-L37ERMOS
CompactLogix Safety Processor
Catalog number
Name
CompactLogix 5069-L46ERMW
CompactLogix 5480 Controller
Controller
Firmware revision
ControlLogix
CompactLogix L3x and L4x
DriveLogix
ControlLogix Redundant Systems
16.60 or higher (excluding 21 to 23)
SoftLogix
16.03 or higher (excluding 21 to 23)
Compatible firmware
Older controllers
The following controllers with firmware revision 29 introduce support for FactoryTalk Alarms and Events services:
ControlLogix 1756-L82E ControlLogix Processor
CompactLogix 5069-L340ER CompactLogix L340ER Controller
The following controllers with firmware revision 30 introduce support for FactoryTalk Alarms and Events services:
The following controllers with firmware revision 32 introduce support for FactoryTalk Alarms and Events services:
Automatic Diagnostics is supported only on Compact GuardLogix 5380, CompactLogix 5380, CompactLogix 5480, ControlLogix 5580, and GuardLogix 5580 controllers, and the firmware revision must be 33 or later.
The controller firmware revisions listed in the following table are compatible
with FactoryTalk Alarms and Events services:
16.20 or higher (excluding 21 to 23)
These controllers also support FactoryTalk Alarms and Events services:
Logix 5000 controllers that communicate with FactoryTalk Linx, using Tag Alarm and Event Servers.
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Chapter 1 What you need to get started
How to get the information
you need
PLC-5® and SLC™ 500 controllers that communicate with FactoryTalk Linx (or RSLinx Classic to bridge from Ethernet to DH+™ or DH-485 networks), using Tag Alarm and Event Servers.
Third-party PLCs that communicate with OPC® Data Servers such as KEPWare, using Tag Alarm and Event Servers.
For more information about the products and components discussed in this guide, the following manuals and Help files are available:
FactoryTalk Help
Studio 5000 Logix Designer Help (for help with developing a controller
project)
Studio 5000 Logix Designer Online Books
FactoryTalk View Site Edition Installation Guide
FactoryTalk View Site Edition User Guide
RSLinx Classic Help (for help with configuring drivers and creating
topics)
RSLinx Classic Quick Start Guide
FactoryTalk Linx Getting Results Guide
FactoryTalk Linx Help
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Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
Chapter 2
IMPORTANT
FactoryTalk View version 10.00 is the last release to support the legacy HMI tag alarms.
and Events.
Overview of FactoryTalk Alarms and Events services
FactoryTalk Alarms and Events was introduced with FactoryTalk Services Platform 2.0 (CPR 9) and FactoryTalk View Site Edition 5.0 (CPR 9) to provide a common, consistent view of alarms and events throughout a FactoryTalk system.
Beginning with FactoryTalk Alarms and Events 2.30 (CPR 9 SR 3), device­based and tag-based servers support redundant server configuration.
We highly recommend that you update your alarming strategy to use FactoryTalk Alarms
FactoryTalk Alarms and Events supports two types of alarm monitoring:
Device-based alarms, including:
Logix instruction-based alarms
Alarm instructions are programmed and then downloaded into Logix 5000 controllers. The controller detects alarm conditions and publishes the alarm information, which is routed to FactoryTalk Alarms and Events.
Logix tag-based alarms
Logix tag-based alarms associate alarm conditions with tags for Logix 5000 controllers. Logix tag-based alarms monitor tag values to determine the alarm condition, but they are not part of the logic program and do not increase the scan time for a project. Logix tag­based alarms are supported only on Compact GuardLogix 5380, CompactLogix 5380, CompactLogix 5480, ControlLogix 5580, and GuardLogix 5580 controllers.
Server tag-based alarms
If you are not using Logix 5000 controllers, or if you do not want to use the built-in alarms or alarm instructions that are available with the Logix Designer application, server tag-based alarm monitoring offers the equivalent of HMI tag alarm monitoring, but with an expanded feature set. Tag Alarm and Event servers monitor controllers for alarm conditions through data servers and publish event information that can be displayed and logged. Server tag-based alarm monitoring is supported for Logix 5000 controllers, PLC-5, and SLC 500 devices communicating through Rockwell Automation device servers
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
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Chapter 2 Overview of FactoryTalk Alarms and Events services
(FactoryTalk Linx), or for third-party controllers communicating through OPC Data Servers.
FactoryTalk Alarms and Events:
Provides a single, integrated set of alarm information.
All participating FactoryTalk products work together to provide a consistent way to define, manage, log, and view alarm and event information across a FactoryTalk application.
Streamlines alarm programming and eliminates polling with device­based alarm monitoring.
If your automation system includes Logix 5000 controllers, you can use pre-built alarms or alarm instructions, available in the Logix Designer application (RSLogix 5000 software version 16 or later), to simplify coding, and then download them to the controller. Device-based alarm monitoring eliminates the need for duplicating alarm tags in an HMI server and requires fewer controller communication resources by eliminating polling.
Supports other controllers in the integrated system with server tag­based alarm monitoring.
If your automation system includes other Rockwell Automation controllers, such as PLC-5s or SLC 500s, or if you prefer not to use the alarms or alarm instructions with Logix 5000 controllers, software­based tag servers monitor controllers for alarm conditions and publish event information.
Monitors alarms and events from third-party controllers.
Server tag-based alarm monitoring also makes it possible to monitor alarm conditions from third-party controllers, which communicate through OPC Data Servers.
Provides accurate time stamps on alarm conditions that are generated from Logix 5000 controllers using device-based alarm monitoring.
When you use device-based alarm monitoring, timestamps are applied immediately in the controller and are not delayed until alarms reach an HMI server. To make sure that the timestamps on device-based alarms are accurate, synchronize the clocks of all controllers that produce alarms. The event time is propagated throughout the FactoryTalk Alarms and Events system, so inaccurate timestamps can affect where alarms are displayed in the Alarm and Event Summary or the Alarm and Event Banner as well as reports about the alarm and event history. For more information about synchronizing controller clocks, see
Time
synchronization on page 179.)
14
Subscribes to and displays diagnostic events enabled by the Automatic Diagnostics feature of Studio 5000 Logix Designer. Automatic Diagnostics is supported only on Compact GuardLogix 5380, CompactLogix 5380, CompactLogix 5480, ControlLogix 5580, and
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
Choose between HMI Tag
Alarm Monitoring and FactoryTalk Alarms and Events
Chapter 2 Overview of FactoryTalk Alarms and Events services
GuardLogix 5580 controllers, and the firmware revision must be 33 or later.
Sends process data with events and messages.
You can associate up to four tags with each alarm to include process da
ta with event information and alarm messages.
Secures access to alarm and event operations through integration with FactoryTalk Security.
Generates messages for logging.
Log messages include audit messages that track operator actions, system-related diagnostic messages, and historical alarm and event messages.
Shows alarm messages and status information at runtime, in FactoryTalk View graphic displays.
HMI tag alarm monitoring and FactoryTalk Alarms and Events are two separate alarm monitoring systems that do not share alarm information with each other. FactoryTalk tag-based and device-based alarm information can only be displayed in the FactoryTalk alarm and event objects. FactoryTalk View HMI tag alarm information cannot be displayed in FactoryTalk alarm and event objects.
If you are already using HMI tag alarm monitoring in existing applications you can continue using it. However, to take advantage of the new features of FactoryTalk Alarms and Events you will need to migrate your existing alarm monitoring system to FactoryTalk Alarms and Events.
Migrate to FactoryTalk Alarms and Events if you want to:
Use device-based alarm monitoring. You can use a Logix 5000 controller not only to detect alarms, but also to monitor alarms. This keeps all alarm and event processing in the controller. To use device­based alarm monitoring, add the built-in alarm instructions, available in the Logix Designer application (or RSLogix 5000 software version 1 o
r later), to a logic project and then download the project to a Logix
5000 controller. The controller detects alarm conditions and publishes
vent information, which can be displayed and logged.
e
Use language-switching with alarm messages. Language switching is not supported for alarm messages when you use HMI tag alarm monitoring in FactoryTalk View Site Edition. FactoryTalk View Machine Edition supports language-switching with alarm messages in version 5.0 or later.
Take advantage of the richer feature set offered by FactoryTalk Alarms and Events, including:
6
Redundant software-based Tag Alarm and Event servers that
monitor controllers for alarm conditions through data servers an publish event information that can be displayed and logged.
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d
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Chapter 2 Overview of FactoryTalk Alarms and Events services

Where to start

FactoryTalk Alarms and
Configurable Alarm and Event Summary that includes the ability to
suppress alarms directly from the summary, without the use of separate commands.
Alarm and Event Banner, Alarm and Event Log Viewer, and Alarm
Status Explorer objects that are hosted in graphic displays. You can use the Alarm Status Explorer to enable or disable alarms, suppress or unsuppress alarms, shelve or unshelve alarms, and view operato co
mments.
System-wide views in the Alarm and Event Banner, rather than just
the alarms in a single HMI server exposed by th
em\AlarmBanner system tag.
syst
Here is an overview of the sections covered in this guide:
1. Overview of FactoryTalk Alarms and Events services on page 13
2. Plan your system on page 25
Set up device-based alarm monitoring
efine device-based alarms in Logix 5000 controllers on page 29
a. D b. Add a device server for Logix 5000, PLC-5, or SLC 500 controllers on page 39
r
e
Events components
Set up tag-based alarm monitoring
dd an OPC data server for third-party controllers on page 47
a. A b. Add a tag-based alarm server for Logix 5000, PLC-5, SLC 500, or
third-party controllers on page 51
3. Set up graphic displays on page 59
4. Monitor and interact with alarms at runtime on page 83
5. Set up historical alarm and event logging on page 101
6. Configure redundancy for alarms and events on page 119
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Chapter 2 Overview of FactoryTalk Alarms and Events services
The following diagram shows a high-level view of the components of the FactoryTalk Alarms and Events system. For more detailed information, see FactoryTalk Alarms and Events Help.
Device-based alarm monitoring
With device-based alarm monitoring that are available with the Studio 5000 Logix Designer application, pre-built alarms or alarm instructions are configured and then downloaded into a Logix 5000 controller. The controller detects alarm conditions and notifies alarms and events services of alarm states. Software components publish this information to a device server. From the device server, the information can be logged to a database and monitored from FactoryTalk View graphic displays.
Use device-based alarm monitoring with Logix 5000 controllers, programmed with the Logix Designer application, communicating through Rockwell Automation Device Servers (FactoryTalk Linx).
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Chapter 2 Overview of FactoryTalk Alarms and Events services
Server tag-based alarm monitoring
If you are not using Logix 5000 controllers, or if you do not want to use the pre-built alarming available with the Logix Designer application, server tag­based alarm monitoring offers the equivalent of HMI tag alarm monitoring, but with an expanded feature set. The server tag-based Alarm and Event servers monitor controllers for alarm conditions through data servers and publish event information for display and logging. These data servers serve tags, or data items, contained in OPC-DA (Data Access) servers. Clients that need access to data items, such as FactoryTalk View Studio and FactoryTalk Transaction Manager, use data server application elements referenced from the FactoryTalk Directory to locate the computers that are hosting OPC-DA
2.0 compliant data servers.
Use the server tag-based alarm monitoring for Logix 5000 controllers, PLC-5 devices, and SLC 500 devices communicating through Rockwell Automation Device Servers (FactoryTalk Linx), or for third-party controllers communicating through OPC data servers.
FactoryTalk Alarms and Events services
Both device-based and tag-based alarms and events are published to FactoryTalk Alarms and Events services, which then routes the information to FactoryTalk Alarms and Events objects hosted in FactoryTalk View, the alarm and event history log, and to diagnostic logs and audit logs.
Alarm and Event Historian
The Alarm and Event Historian is a logging component that installs silently as part of the FactoryTalk Alarms and Events software. It manages connections between alarm servers and databases and logs data from each alarm server to an alarm history database. An Alarm and Event Log Viewer allows viewing and printing data from alarm history databases. Third-party database tools can also retrieve, view, analyze, and print alarm history information.
To use alarm and event logging, install SQL Server separately, or use an existing SQL Server database. See the release notes for FactoryTalk Alarms and Events for the latest qualified versions of SQL Server.
18
Diagnostic and audit logs
FactoryTalk Diagnostics routes messages generated by FactoryTalk Alarms and Events to Local logs on the computers hosting FactoryTalk components, and optionally to a centralized database log. Audit messages are routed to the
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Chapter 2 Overview of FactoryTalk Alarms and Events services
Local log as well and to the FactoryTalk Audit Log if FactoryTalk AssetCentre is installed.
Alarm and event setup and monitoring
These components define alarm conditions, set up alarm servers, view and interact with alarm conditions, and view and run reports on historical alarm information:
Alarm and Event Banner
Use the Alarm and Event Banner object, embedded in a FactoryTalk View graphic display, to monitor and respond to the most seriou
arms requiring immediate attention.
al
Alarm and Event Log Viewer
Use the Alarm and Event Log Viewer object, embedded in a FactoryTalk View graphic display, to view, filter, and print historical alarm information stored in SQL Server databases.
s
Alarm and Event Summary
Use the Alarm and Event Summary object, embedded in a FactoryTalk View graphic display, to acknowledge, disable, suppress, filter, and sort alarms during runtime.
Alarm Status Explorer
Use the Alarm Status Explorer object, embedded in a FactoryTalk View g
raphic display, to enable or disable alarms, suppress or unsuppress
alarms, shelve or unshelve alarms, and view operator comments.
Automatic Diagnostic Event Summary
Use the Automatic Diagnostic Event Summary object, embedded in a FactoryTalk View graphic display, to suppress, unsuppress, filter, and sort diagnostic events during runtime.
Alarm Server Setup
Use either FactoryTalk View Studio or FactoryTalk Administration Console to add Rockwell Automation Device Servers (as part of configuring FactoryTalk Linx data servers) and Tag Alarm and Event
ervers to a FactoryTalk application.
S
Database definitions
Use database definitions to define logging options from an alarm server to a SQL Server database.
Diagnostics Viewer
Use the Diagnostics Viewer to view, filter, and export system­generated diagnostic messages. Run the Diagnostics Viewer from either FactoryTalk View Studio or FactoryTalk Administration Console.
FactoryTalk Audit Log
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Chapter 2 Overview of FactoryTalk Alarms and Events services
About monitoring for alarm
About device-based alarm
Device-based alarm
Use the FactoryTalk Audit Log to view and manage audit messages routed by FactoryTalk Diagnostics. To access the Audit Log, use FactoryTalk AssetCentre software.
You can monitor for alarm conditions in either of two ways--using device-
conditions
monitoring
based alarm monitoring, or server tag-based alarm monitoring.
With device-based alarm monitoring, detection and monitoring for alarm conditions are both done in the controller. This is in contrast to server tag­based alarm monitoring, where alarm detection occurs in the controller, but
alarm monitoring is performed by software-based servers.
monitoring workflow
larm instructions or alarms are programmed and then downloaded
A
into a Logix 5000 controller.
The controller detects alarm conditions and notifies its device server,
FactoryTalk Linx, of alarm states.
The device server extracts alarms and publishes the information to
FactoryTalk Alarms and Events services.
FactoryTalk Alarms and Events services routes the alarm information to logs and to Alarm and Event objects embedded in graphic displays in FactoryTalk View.
Operators interact with alarms through objects embedded in graphic displays, such as Alarm and Event Summary, Alarm and Event Banner, and Alarm Status Explorer.
This approach offers a number of benefits over generic methods of alarm detection:
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Chapter 2 Overview of FactoryTalk Alarms and Events services
About server tag-based
Server tag-based alarm
Alarm instructions are programmed only once, and then downloaded the controller, reducing programming effort and errors.
to
Alarm conditions are detected more quickly.
Real-time alarming is performed in the controller.
HMI tags or alarms in a Tag Alarm and Event Server are not required,
reducing overhead and potential tag-mapping errors.
Alarm states are managed, processed, and preserved by controllers,
even if a server goes down.
Data polling is eliminated; alarm status is communicated only when
state changes, reducing network overhead and controller processing, and improving overall system performance.
Time stamps on alarm conditions are more accurate, because they are
applied in the controller, and not delayed until they reach the HMI software or Tag Alarm and Event Server. Because device-based alarms are stamped with the controller’s time, all controllers producin al
arms must have their clocks synchronized. The event time is propagated throughout the FactoryTalk Alarms and Events system, so inaccurate time stamps can affect where alarms are displayed in the Alarm and Event Summary or the Alarm and Event Banner as well as reports based on the alarm and event history. For more information about synchronizing controller clocks, see Time synchronization
page 179.
g
on
alarm monitoring
monitoring workflow
HMI tag alarm monitoring, offered by FactoryTalk View Site Edition (SE), and tag-based alarm monitoring, offered by FactoryTalk Alarms and Events, are both examples of software-based alarm monitoring.
Software-based alarm monitoring is a generic way of monitoring alarms from legacy or third-party controllers.
With software-based alarm monitoring, alarm detection occurs in the controller, but alarm monitoring is performed by software-based servers.
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Chapter 2 Overview of FactoryTalk Alarms and Events services
Choose between device-
Logic in a controller is programmed to detect problems and latch alarm
conditions in tags.
Alarm conditions are defined through software hosted by FactoryTalk
View Studio or FactoryTalk Administration Console.
A Tag Alarm and Event Server polls controller tags and notifies clients,
including FactoryTalk Alarms and Events, of alarm conditions.
FactoryTalk Alarms and Events services routes the alarm information to logs and to Alarm and Event objects embedded in graphic displays in FactoryTalk View.
Using FactoryTalk View SE Clients, operators interact with alarms (acknowledge, disable, suppress, and other commands) from graphic displays, such as the Alarm and Event Summary, the Alarm and Event Banner, and the Alarm Status Explorer.
This approach has several disadvantages:
based and server tag-based alarm monitoring
Programming is required in both the controller, and the HMI software or Tag Alarm and Event Server.
Tags must be duplicated in the HMI server and mapped to the controller. For Tag Alarm and Event Servers, controller tags must be mapped to alarms--which can be a tedious, error-prone process.
Alarms are detected and processed twice, first in the controller logic and then again in the HMI software or Tag Alarm and Event Server.
Polling between the HMI server or Tag Alarm and Event Server and controller tags increases network overhead.
Alarm time stamps are delayed because they are applied by the HMI server or Tag Alarm and Event Server after polling and processing, rather than immediately when they occur. Time stamps are not synchronized among multiple alarm servers.
Alarm acknowledge and enable states are held in the computer, and not in the controller. If the computer fails, alarm state information is lost.
Use device-based alarm monitoring with:
Logix 5000 controllers, using downloaded alarms or alarm instructions programmed with the Logix Designer application (or RSLogix 5000 software version 16 or later)
22
Use server tag-based alarm monitoring with:
Logix 5000 controllers
PLC-5, SLC 500 devices
Third-party controllers that communicate through OPC Data Servers
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
To do this
way
do it this way
Acknowledge, disable, suppress,
HMI Tag Alarm Summary
Alarm and Event Summary
View, filter, and print historical
HMI Tag Alarm Log Viewer
Alarm and Event Log Viewer
Graphic objects in
FactoryTalk Alarms and Events
Chapter 2 Overview of FactoryTalk Alarms and Events services
FactoryTalk Alarms and Events graphic objects are on the Objects menu in the graphics editor in FactoryTalk View Site Edition. The HMI tag alarm monitoring objects remain available for compatibility with existing applications.
filter, and sort alarms at runtime
Enable or disable alarms, suppress or unsuppress alarms, and view operator comments
Monitor and respond to the most serious alarms that require immediate attention
alarm information
In HMI tag alarm monitoring, you do it this
HMI Tag Alarm Summary (suppress only, using the Execute feature) SuppressOn and SuppressOff commands Suppressed list
Alarm system tags Alarm and Event Banner
Alarms are logged to a proprietary format, and can be exported to an ODBC-compliant database.
With FactoryTalk Alarms and Events, you
Alarm and Event Summary (suppress only; to unsuppress alarms, use the Alarm Status Explorer)
Alarm Status Explorer
Historical alarm information is stored in Microsoft SQL Server databases.
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23
IMPORTANT
FactoryTalk Alarms and Events is not supported for use with FactoryTalk View Machine
Decide what type of
application you are building
Chapter 3
Plan your system
Before you build and deploy FactoryTalk Alarms and Events as part of a local or network application, consider which computer hardware and operating systems you plan to use, and where to install the various hardware and software components. The information in this chapter offers some guidelines as you begin planning. See also Required software on page 9
Recommended hardware and supported operating systems on page 9.
You must decide whether you are building a local station application or network station application on a stand-alone computer, or a network
distributed application distributed across multiple computers. This system configuration guide primarily discusses how to install, configure, and use software on a stand-alone system.
and
Edition.
Network distributed applications are held in a FactoryTalk Network
Directory. Participating software products can be located on multiple computers, distributed across a network. All of the computers participating in a particular network distributed application share common Network Directory Server located on a network computer. See Typical distributed system on a network on page 189 graphical overview.
The application you create in the Network Directory can be divided into any number of areas. Each area can contain one or more sub-areas and one or more data servers. Each area or sub-area can contain only one HMI server. A network distributed application supports FactoryTalk Alarms and Events redundancy.
Network station applications are held in a FactoryTalk Network
Directory. All participating software products (except for data servers) must be installed on the same computer. Network station applications can connect to data servers that are located on different machines. All of the computers participating in a particular network station application share a common Network Directory Server located on a network computer. See Typical stand-alone system on page 27 graphical overview.
for a
for a
a
The application you create in the Network Directory can be divided into any number of areas. Each area can contain one or more sub-areas and one or more data servers. A network station application consists of only one HMI server. You can add the HMI server in the root area or
Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
25
Chapter 3 Plan your system
IMPORTANT
To use FactoryTalk Alarms and Events with a local station application, install all
applications and network distributed applications.
Tip: FactoryTalk Services Platform and FactoryTalk Alarms and Events software is installed along with FactoryTalk View and FactoryTalk Linx software.
Decide what type of alarm Follow these steps
within the areas you have created. A network station application supports FactoryTalk Alarms and Events redundancy.
monitoring you need
Local station applications are suitable for self-contained, stand-alon
rocesses that do not interact with other processes or systems. Local
p station applications are held in a FactoryTalk Local Directory and are accessible only from the local computer where they reside. Even if th c
omputer is connected to a network and even if a network applicatio
esides on the same computer, the applications you create in the
r FactoryTalk Local Directory remain self-contained and do not share data or project elements.
Local station applications do not support areas, and all application components and participating software products are located on a single computer. See Typical stand-alone system on page 27
for a
graphical overview.
software on the same computer. FactoryTalk Alarms and Events redundancy is only supported in network station
actoryTalk Alarms and Events supports two types of alarm monitoring:
F
Device-based alarm monitoring
Built-in alarms or alarm instructions, that are available in the Logix Designer application (RSLogix 5000 software version 16 or later), are programmed in a logic project and then downloaded to a Logix 5000 controller. The controller detects alarm conditions and publishes event information, which can be displayed and logged.
e
e
n
Server tag-based alarm monitoring
Software-based tag alarm and event servers monitor controllers for alarm conditions through data servers and publish event information, which can be displayed and logged. Tag-based alarm monitoring is supported for Logix 5000, PLC-5, and SLC 500 devices communicating through Rockwell Automation device servers (FactoryTalk Linx), or for third-party controllers that communicate through OPC Data Servers.
You can use a mix of both types of alarm monitoring. Choose server tag-based alarm monitoring if you do not want to change the logic in your programmable controllers, or if you do not want to update the firmware in Logix 5000 controllers.
Follow these steps to plan your system:
Determine network configuration
Install and activate FactoryTalk View software
Install FactoryTalk Linx software
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IMPORTANT
This guide describes how to set up a local station application. The procedure to set up a
Reference for building a distributed system on page 189.

What you need

Install and activate
FactoryTalk software
Typical stand-alone system
Chapter 3 Plan your system
Install RSLinx Classic software
Install and activate RSLogix software
Update Logix 5000 firmware to V16 or later (optional if using Ta
Al
arm and Event Servers)
(optional) Install Microsoft SQL Server 2014 SP3 Express
Decide what type of application you are building.
Decide what type of alarm monitoring you need.
Install and activate FactoryTalk software.
Update Logix 5000 firmware to revision 16.20 or later (excluding 21 to
23), if you plan to use device-based alarm monitoring and alarm instructions that are built into Logix 5000 controllers. If you do no
lan to use device-based alarm instructions, you can skip this step and
p use tag-based alarm monitoring with a Tag Alarm and Event Server instead.
Follow these procedures to install and activate the software products required
for FactoryTalk Alarms and Events.
network station application or network distributed application is similar. This guide provides additional information about the two applications where it is necessary. See also
g
t
For more information about each software product, see its respective product Help.
To use FactoryTalk Alarms and Events with a local station application or a
network station application as part of a stand-alone FactoryTalk system, install all software on the same computer. Use this diagram only as a starting point--your own system will vary.
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27
Chapter 3 Plan your system
IMPORTANT
This guide provides additional information about network distributed applications
Tip: To take advantage of the new alarms functionality in the v24 firmware, we recommend you
revision 24 or later.
Tip: If you already have Microsoft SQL Server installed, you may need to change the configuration
SQL Server database on page 169.
Install FactoryTalk software
Install Microsoft SQL Server
For specific installation instructions, refer to the installation guide for each
product.
To develop or run local station applications, install all the necessary software components on one computer.
To develop or run network station applications, install all the necessary software components (except for data servers) on one computer. Network station applications can connect to data servers that are located on different machines.
To develop or run network distributed applications, install different
ombinations of software on each computer, depending on you
c n
eeds. For more information, see FactoryTalk Help. Click Start > All
r
Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Help.
or network station applications where it is necessary.
To set up a FactoryTalk system, install the following software:
FactoryTalk Services Platform
FactoryTalk Activation
FactoryTalk View Site Edition
FactoryTalk Linx
RSLinx Classic
The Studio 5000 Logix Designer application (known previously a
s
RSLogix 5000 software)
Update Logix 5000 firmware to revision 16.20 or later (excluding 21 to
23). If you plan to use device-based alarm monitoring see
Decide what
type of alarm monitoring you need on page 26.
I
f you plan to log historical alarm and event messages to a database, you must
install Microsoft SQL Server software on the computer you want to use for logging. If you do not have Microsoft SQL Server software installed, see
Microsoft SQL Server 2014 SP2 Express on page 165.
options to log alarm and event messages. For configuration instructions, see Use an existing Microsoft
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Rockwell Automation Publication FTAE-RM001M-EN-E - March 2021
install FactoryTalk Services Platform v2.71 or later and update your controller firmware to
Install
Chapter 4
Tip: Logix tag-based alarms are supported only on Compact GuardLogix 5380, CompactLogix 5380, CompactLogix 5480, ControlLogix 5580, and GuardLogix 5580 controllers.
Tip: If your FactoryTalk application does not include Logix 5000 controllers, or if your controllers are not
a tag-based alarm server for Logix 5000, PLC-5, SLC 500, or third-party controllers on page 51.
Alarm buffering during loss
Define device-based alarms in Logix 5000 controllers
To set up device-based alarm monitoring, you program alarms or alarm instructions that are available with the Logix Designer application (RSLogix 5000 software version 16 or later), and download them to a Logix 5000 controller. The controller detects alarm conditions and notifies alarms and events services of alarm states. Software components publish this information to a device server, where it can be logged to a database, and interacted from FactoryTalk View graphic displays.
FactoryTalk Alarms and Events can handle many different types of alarms. The controller limits the alarms to Logix tag-based alarms and instruction­based alarms. The instruction-based alarms include digital and analog alarms. An analog alarm instruction monitors two types of alarm conditions: Level and Rate of Change. A server tag-based alarm supports three alarm types: Digital, Level, and Deviation.
of connection to the controller
Logix tag-based alarms associate alarm conditions with tags for Logix 5000 controllers. Logix tag-based alarms monitor tag values to determine the alarm condition, but they are not part of the logic program and do not increase the scan time for a project.
A digital alarm instruction is based on the input rung state (in ladder logic) or on the alarm input (for function block). The trigger condition compares the value of the tag to either zero or one.
An analog alarm defines a condition that evaluates a single analog tag against up to four limit values (high-high to low-low) and up to two rate of change limits (positive and negative).
programmed with the alarm instructions included in the Logix Designer application (RSLogix 5000 software version 16 or later), see Add an OPC Data Server for third-party controllers on page 47 and Add
To receive device-based alarms, the alarm server (FactoryTalk Linx)
establishes a subscription to the alarms in the Logix controller. The controller
maintains a connection to each subscriber and monitors the status of that
connection.
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Chapter 4 Define device-based alarms in Logix 5000 controllers
IMPORTANT
Firmware revision 21 to revision 23 do not support the new alarms functionality. The
buffering time unless instructed by Technical Support.
Tip: To take advantage of the new alarms functionality in the revision 24 firmware, we
your controller firmware to revision 24 or later.

Before you begin

What you need

Follow these steps

As alarm state changes occur, the controller caches information such as timestamps, alarm state and associated tag values, and transmits the information to all of the subscribers.
If any subscriber fails to confirm the receipt of the alarm information, or if the connection to a subscriber is not good, the controller stores the undelivered alarm information in a 100 KB buffer. Each subscriber has its own buffer and communication problems with one subscriber do not interfere with alarm delivery to other subscribers. When the buffer is full, newer alarm information is discarded and a FactoryTalk Diagnostics message is logged. The buffer is created when the subscriber establishes its initial connection, and is maintained for a length of time after a subscriber loses its connection. The length of time is specified in the Buffer Timeout setting on each FactoryTalk Linx device shortcut. See step 3, "Create a new shortcut to the controller," in Add a device server on page 39
.
buffer timeout setting is not available to controllers with firmware revision 24 or later. For controllers with version 20 or earlier, we recommend that you do not change the default
Rev
iew Plan your system on page 25
.
Verify that you have installed and activated the software listed in the next section under What you need on page 30
.
Verify that the Logix 5000 firmware has been updated to revision 16 or later (excluding revisions 21 to 23).
recommend you install FactoryTalk Services Platform software version 2.71 or later, and update
L
ogix Designer application (RSLogix 5000 software)
ControlFLASH
RSLinx Classic
Follow these steps to define a digital or analog alarm:
Plan your system
Run Studio 5000 Logix Designer software
Create a project
For a digital alarm, define a boolean tag or a rung state on which to
alarm
For an analog alarm, define a analog tag on which to alarm
Add a digital or analog alarm instruction
Configure the digital or analog alarm properties
Downland the project to the controller
Test the alarm instruction
Add a device server
Add a data server
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