Rockwell Automation FactoryTalk Administration Manual
Administrator Guide
F
actoryTalk Batch
Material Manager
Administrator Guide
FactoryTalk Batch Components 14.00
Rockwell Automation Publication BWMTR-UM011E-EN-P - October 2020
Supersedes Publication BWMTR-UM011D-EN-P - February 2017
Original Instructions
FactoryTalk Batch Material Manager
personal injury or death, property damage, or economic loss.
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.
IMPORTANT
Identifies information that is critical for successful application and understanding of the product.
Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous
temperatures.
Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash
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
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
ATTENTION:
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:
ARC FLASH HAZARD:
will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and
2
About this manual
Preface
This manual provides administrator instructions for the FactoryTalk Batch
Material Manager components. It 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).
Product Compatibility and Download
3
Preface
Legal Notices
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 default location of this file is:
C:\Program Files (x86)\Common Files\Rockwell\license.rtf
Open Source Software Licenses
The software included in this product contains copyrighted software that is
licensed under one or more open source licenses.
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:
• 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.
The default location of this file is:
C:\Program Files (x86)\Common Files\Rockwell\Help\<product
name>\Release Notes\OPENSOURCE\oss_licenses.txt
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.
4
Following is a comprehensive list of documentation for the FactoryTalk®
Resource
Description
FactoryTalk Batch View Quick Start Guide
Provides information about using FactoryTalk Batch View
FactoryTalk Batch Material Manager Getting
(BWMTR-GR011)
Introduces the basics of FactoryTalk Batch Material
Resource
Description
reference for the formulator.
Recipe Editor, View, and Phase Simulator.
Additional resources
Batch products from Rockwell Automation.
Installation, Quick Start, and Getting Results Guides
Preface
FactoryTalk Batch Components Installation and
Upgrade Guide
(BATCH-IN002)
(FTBVS-QS001)
FactoryTalk Batch View HMI Controls Quick Start
Guide
(BATCH-QS001D)
FactoryTalk Batch eProcedure® Getting Results
Guide
(BWEPRO-GR011)
FactoryTalk Batch Getting Results Guide
(BATCH-GR011)
Results Guide
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
Server components.
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.
Introduces the basics of automated batch manufacturing
and the FactoryTalk Batch product components.
Manager.
User Guides
FactoryTalk Batch ActiveX Controls User Guide
(BATCH-UM013)
FactoryTalk Batch Material Editor User Guide
(BWMTR-UM001)
FactoryTalk Batch Equipment Editor User Guide
(BATCH-UM004)
Provides information and instructions for using the
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
5
Preface
Resource
Description
FactoryTalk Batch PhaseManager™ User Guide
Describes the integration of the FactoryTalk Batch
FactoryTalk Batch Recipe Editor User Guide
Provides instructions on using FactoryTalk Batch Recipe
FactoryTalk Batch View HMI Controls User Manual
Provides details about using FactoryTalk Batch View HMI
FactoryTalk Batch Server.
reference information by the operator.
FactoryTalk Batch View User Guide (legacy)
Provides information and instructions on how to use
Resource
Description
FactoryTalk Batch Administrator Guide
Provides instructions for configuring security and
the FactoryTalk Batch Server.
(BATCHX-UM011)
(BATCH-UM006)
(FTBVS-UM003)
FactoryTalk Batch View User Manual
(FTBVS-UM002)
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.
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.
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
FactoryTalk eProcedure Client User Guide
(BWEPRO-UM001)
FactoryTalk Event Archiver User Guide (BATCHUM012)
(FTBVS-UM001)
Administrator Guides
(BATCH-UM003)
Provides information and procedural instructions
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
system administrator and production supervisor.
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
conjunction with a Human-Machine Interface (HMI).
services, and implementation and use of components not
typically accessed or used by batch operators, such as
6
Preface
Resource
Description
FactoryTalk Batch eProcedure Administrator Guide
Provides procedures specific to FactoryTalk Batch
(BWEPRO-UM011)
Resource
Description
(BATCH-RM001)
FactoryTalk Batch PCD Programming Reference
Provides information and instructions about the
engineers and the system administrator.
reference by the instruction file author.
(BWEPRO-UM011)
FactoryTalk Batch Material Manager Administrator
Guide
Reference Guides
FactoryTalk Batch ActiveX Controls Library
Reference 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
operators, such as the FactoryTalk Batch Server.
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.
Manual
(BATCH-RM004)
FactoryTalk Batch Server API Reference Manual
(BATCH-RM003)
FactoryTalk Batch System Files Reference Manual
(BATCH-RM005)
FactoryTalk Batch eProcedure Instruction File
Design Reference Manual
(BWEPRO-RM001)
FactoryTalk Batch PCD interface design. It is intended to
be used as a reference guide.
Provides information regarding the interface between the
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
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.
7
Table of Contents
Preface
Configuring Material Manager
Implementing security
Using the material activity
Network Editor
About this manual ....................................................................................... 3
Legal Notices ............................................................................................... 4
Additional resources ................................................................................... 5
Chapter 1
Identify the material database .................................................................. 11
Setting the Material Server options ......................................................... 11
Enable the automatic deletion of lots with no remaining sublots.......... 12
Chapter 2
Security settings......................................................................................... 16
Material Manager Security .................................................................. 17
Using workgroup security ......................................................................... 18
Using domain security ............................................................................... 18
Configuring the domain server .......................................................... 18
Setting security on folders or files ............................................................ 19
Adding users and user groups............................................................. 19
Change permissions on the BATCHCTL share .................................. 19
journal
Chapter 3
Enable material journaling ...................................................................... 22
Chapter 4
Open the Network Editor ..........................................................................23
Network Editor interface ..........................................................................23
Hierarchy pane .................................................................................... 24
Detail pane ........................................................................................... 24
Results pane ......................................................................................... 25
Menu bar .............................................................................................. 25
Network Editor toolbar....................................................................... 26
Status bar ............................................................................................. 26
Configure your network ........................................................................... 27
Select a network model ....................................................................... 27
Add a server ......................................................................................... 27
Remove a server................................................................................... 28
Synchronize network models ............................................................. 28
User Preferences dialog box ..................................................................... 28
User Preferences dialog box - General tab ........................................ 28
Edit colors ............................................................................................ 29
Edit the application font ..................................................................... 30
9
Table of Contents
Troubleshooting
Change the FactoryTalk Batch
Index
Edit information tips .......................................................................... 30
User Preferences dialog box - Views tab ............................................ 31
Set report preferences ......................................................................... 31
Report printing formats ............................................................................32
Preview reports .................................................................................... 33
Print reports ......................................................................................... 33
Chapter 5
Automatic repair of batch component installation fails ......................... 35
Error: No containers match material container specification ............... 35
Error: Unable to retrieve the Promise ID ................................................. 35
Operating without a Material Server ........................................................ 35
Losing communication ........................................................................ 36
Switching to manual ........................................................................... 38
Restoring communication ................................................................. 38
Starting the FactoryTalk Batch server ................................................ 39
server user account
Chapter 6
New user account requirements for the FactoryTalk Batch Server ....... 41
Configure your FactoryTalk Batch system ............................................... 41
Server account password change locations ...................................... 42
Change the server user account for the FactoryTalk Batch Server
service ................................................................................................... 43
Change the server user account in FactoryTalk Batch COM+
applications .......................................................................................... 43
Change the server user account in My Computer properties .......... 44
10
IMPORTANT
opens and reads the databases.
Identify the material
database
Setting the Material Server
Chapter 1
Configuring Material Manager
This chapter contains instructions for configuring FactoryTalk® Batch
Material Manager. This chapter assumes that the FactoryTalk Batch system is
configured and working properly and that Material Manager is installed.
Configure the FactoryTalk Batch Material Manager Server with the location of
the SQL database that contains the materials for the recipes.
To identify the material database
1. Navigate to Rockwell Software > Network Editor.
he Network Editor window opens with the Material Server selected
T
by default.
options
2. Select Configure. The Configure MaterialTrack dialog box opens. The
default database is materialbasedrecipe.
3. In the MaterialTrack Database box, enter the name of the database,
and select OK.
The Network Editor does not verify database names. Changes
made to the database name are immediate for the clients and
servers. If the database name is invalid, the Material Editor
will not open.
Before changing the database name, check the spelling of the
database name and synchronize the Network Editor. After
changing the database name, confirm that the Material Editor
4. Select Synchronize.
5. Select File > Exit, and then select Yes to exit the Network Editor.
et the options for the Material Server in the FactoryTalk Batch Equipment
S
Editor module.
To identify the material database
1. Click Start > Rockwell Software > Equipment Editor.
2. From the Options menu, select Server Options. The Server Options
dialog box opens to the Project Settings tab.
11
Chapter 1 Configuring Material Manager
Enable the automatic
3. Select the Material Polices tab.
• Option when Material Server Comm is lost
When communication is lost between the FactoryTalk Batch and
Material Servers, you can choose to fail and hold the batch or switch
the batch to Manual mode.
• Failure and Hold indicates the FactoryTalk Batch Server places the
batch in the HELD state.
• Switch to Manual indicates the FactoryTalk Batch Server continues
to run the batch prompting the operator for decisions regarding
information normally supplied by the Material Server. (See
"Troubleshooting" for more information.)
• Hold on Split Feed
Split feeds occur when a material phase step does not add or
distribute all of the material configured by the step.
• No directs the FactoryTalk Batch Server to continue processing a
batch when a split feed occurs. If you select this option, add a
material loop to the recipe so that the binding process can select
another container for material additions. (See the FactoryTalk Batch
Recipe Editor User Guide for more information on material loops.)
• Yes directs the FactoryTalk Batch Server to hold the batch when a
split feed occurs. The Material Server calculates and sends new
AMOUNT parameters to the FactoryTalk Batch Server. To resume
processing, the operator must perform an active step change away
from the unfinished step, manually rebind the unfinished step,
perform an active step change back to the unfinished step, and then
restart the batch.
deletion of lots with no
remaining sublots
12
4. Make your selections, and then click OK.
Use the following procedure to enable the automatic deletion of lots with no
remaining sublots to free up space in the material database.
Tip: Sublots are identified as labels in Material Editor and FactoryTalk Batch View.
Chapter 1 Configuring Material Manager
To enable the automatic deletion of lots with no remaining sublots
1. On the Material Manager Server machine, create a registry key.
• 32 bit system Registry Editor location:
[HKEY_LOCAL_MACHINE\SOFTWARE\MaterialTrack\Material
Recipe\Setup
• 64 bit system Registry Editor location:
[HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\MaterialTr
ack\Material Recipe\Setup
2. Create a new string value
Value to TRUE.
DeleteLotOnZeroSubLots and set the
13
Chapter 2
Implementing security
FactoryTalk® Batch Material Manager security controls who has permissions
for certain actions, such as viewing, adding, removing, and changing an item.
Security is set using COM+ role-based security and Windows user groups and
users.
Through the use of COM+ role-based security, administration of security for
Material Manager is greatly simplified. COM+ role-based security allows an
application to have preset user categories called roles. These roles have preset
permissions and have preset Windows user groups added to them. To
implement security, an administrator must create the preset user groups and
add the appropriate user accounts to these groups.
15
Loading...