Rockwell Automation FactoryTalk AssetCentre User Manual
INTEGRATED PRODUCTION & PERFORMANCE SUITE
Asset Management
AssetCentre
INSTALLATION GUIDE
PUBLICATION FTAC-IN005A-EN-E–March 2013
Supersedes Publication FTAC-IN004B-EN-E
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Contents
1 • Introduction 1
FactoryTalk Services Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About the documentation set (or, Where do I start?) . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
The components of FactoryTalk AssetCentre . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Server computer requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Client computer requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Agent computer requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Network requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About the installation process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2 • Upgrading FactoryTalk AssetCentre 11
Upgrading from any previous CPR 9-compatible version . . . . . . . . . . . . . . . . . . . . . 11
Optional software upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Location of setup files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Upgrading from version 2.00 (CPR 7) to 5.00 (CPR 9 SR 6) . . . . . . . . . . . . . . . . . . 12
3 • Installing the FactoryTalk AssetCentre server 14
Before you begin, check and install FactoryTalk Services Platform and FactoryTalk
View patches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Using the Patch File Validator utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Upgrading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
About the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Installing Internet Information Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installing IIS on Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Installing IIS on Windows Server 2008 or Windows Server 2008 R2. . . . . . . . . 18
Installing Microsoft SQL Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Minimum Microsoft SQL Server 2008 permissions . . . . . . . . . . . . . . . . . . . . . . 22
Installing the ProCalV5 server software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Installing the FactoryTalk AssetCentre server software . . . . . . . . . . . . . . . . . . . . . . 23
Installing FactoryTalk Services Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Installing FactoryTalk Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Installing RSLinx Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Patch FactoryTalk Services Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Check and configure FactoryTalk Services Platform. . . . . . . . . . . . . . . . . . . . . . 30
i
CONTENTS
FactoryTalk AssetCentre Common Components installer. . . . . . . . . . . . . . . . . . 31
FactoryTalk AssetCentre server installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
FactoryTalk AssetCentre Calibration Management Server installer . . . . . . . . . . 34
FactoryTalk AssetCentre Process Device Configuration Server installer . . . . . . 35
Using the Windows Firewall Configuration Utility. . . . . . . . . . . . . . . . . . . . . . . 35
Installing the ProCalV5 server software after the FactoryTalk AssetCentre server. . 36
Running the ProCalV5 Data Source Edit Wizard . . . . . . . . . . . . . . . . . . . . . . . . 36
4 • Installing FactoryTalk AssetCentre clients 38
Where to install the FactoryTalk AssetCentre client . . . . . . . . . . . . . . . . . . . . . . . . . 38
Upgrading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Check and install FactoryTalk Services Platform patches . . . . . . . . . . . . . . . . . . . . . 39
Installing the FactoryTalk AssetCentre client software . . . . . . . . . . . . . . . . . . . . . . . 39
Installing FactoryTalk Services Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
FactoryTalk AssetCentre Common Components installer. . . . . . . . . . . . . . . . . . 45
FactoryTalk AssetCentre client software installer . . . . . . . . . . . . . . . . . . . . . . . . 46
FactoryTalk AssetCentre Calibration Management client software installer. . . . 47
FactoryTalk AssetCentre Process Device Configuration client software installer 47
Using the Windows Firewall Configuration Utility. . . . . . . . . . . . . . . . . . . . . . . 48
Checking to see if the client is installed correctly . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Installing the ProCalV5 client software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Installing DTMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Installing Rockwell Automation DTMs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Running Process Device Configuration Field Edition . . . . . . . . . . . . . . . . . . . . . . . . 51
• • • • •
5 • Installing FactoryTalk AssetCentre agents 52
Where to install FactoryTalk AssetCentre agents . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Upgrading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Check and install FactoryTalk Services Platform patches . . . . . . . . . . . . . . . . . . . . . 53
Installing the FactoryTalk AssetCentre Disaster Recovery agent . . . . . . . . . . . . . . . 53
Installing FactoryTalk Services Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
FactoryTalk AssetCentre Common Components installer. . . . . . . . . . . . . . . . . . 59
FactoryTalk AssetCentre RA Disaster Recovery Agent installer . . . . . . . . . . . . 60
FactoryTalk AssetCentre Agent installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
RSLogix 5000 Compare installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using the Windows Firewall Configuration Utility. . . . . . . . . . . . . . . . . . . . . . . 61
Configuring for security-enabled RSLogix family software . . . . . . . . . . . . . . . . . . . 62
If operating in a Windows domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
If operating in a Windows workgroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Checking to see if the agent software is current. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
ii
CONTENTS
6 • Configuring FactoryTalk AssetCentre 67
Configuring for client access to the server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Adding users to the FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Adding computers to the FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . 68
Configuring feature security for FactoryTalk AssetCentre users. . . . . . . . . . . . . . . . 69
7 • Troubleshooting FactoryTalk AssetCentre installation 73
General installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
A red x appears next to an item to be installed. . . . . . . . . . . . . . . . . . . . . . . . . . . 73
A “Program Maintenance” window appears while installing . . . . . . . . . . . . . . . 73
Server installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
SQL collation error encountered during database installation . . . . . . . . . . . . . . . 73
Unable to log on to SQL Server during server installation . . . . . . . . . . . . . . . . . 74
“The application failed to initialize properly” appears during server installation 74
“FTACServiceManager has stopped working” during server installation. . . . . . 74
Client and agent installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Web page for installing the FactoryTalk AssetCentre client and agent cannot be
displayed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
“Error reading Primary Server Name from FactoryTalk Directory” during client
installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
“Currently logged in Windows user is not part of the Administrators group” during
client and agent installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Starting the client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
“Error initializing FactoryTalk AssetCentre” appears when attempting to start the
client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
“The client and server versions are incompatible” . . . . . . . . . . . . . . . . . . . . . . . 77
“Cannot initialize application eventing subsystem” or “No connection could be
made because the target machine actively refused it” appears when starting the
client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
“At least one service or driver failed during system startup. Use Event Viewer to
examine the event log for details” appears when attempting to start the client 77
“Error initializing FactoryTalk AssetCentre. Could not load file or assembly…
CalibrationPlugin.dll” appears when attempting to start the client . . . . . . . . . 78
If the FactoryTalk AssetCentre server is installed to a drive other than C: . . . . . 78
Other errors starting the client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Starting the agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Using Calibration Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
“No ProCalV5 Server connection information exists on the FactoryTalk
AssetCentre server” appears when attempting to use Calibration Management
features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
• • • • •
iii
CONTENTS
“Error executing ProCalV5 commands, check ProCalV5 installation” appears
when attempting to use Calibration Management features . . . . . . . . . . . . . . . . 80
“Error initializing FactoryTalk AssetCentre. Could not load file or assembly…
CalibrationPlugin.dll” appears when attempting to start the client . . . . . . . . . 80
Unable to run the ProCalV5 software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Unable to run the ProCalV5 Data Source Edit Wizard . . . . . . . . . . . . . . . . . . . . 81
A • Reference 82
Additional ports you may have to open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Index 86
• • • • •
iv
1
Introduction
FactoryTalk® AssetCentre monitors your factory automation system and provides
centralized tools to minimize downtime due to unauthorized actions or failing devices. It
does this by:
providing version control and archiving of program files and documents.
providing a disaster recovery system that verifies your devices’ program and
configuration files against protected master files, ensuring quick and accurate
recovery if a problem should occur (optional Disaster Recovery capability).
monitoring FactoryTalk-enabled software products and logging system events and
user actions (recorded in the Event log and Audit log respectively).
managing device configuration files.
managing process device calibration, including scheduling and tracking (optional
Calibration Management capability).
managing and configuring DTM devices (optional Process Device
Configuration capability).
DTM stands for “Device Type Manager.” It is a software component for devices that
contains device information and configuration parameters for that device. The device
manufacturer provides the DTM for the device. DTMs are designed according to FDT
(Field Device Tool) standards.
FactoryTalk Services Platform
FactoryTalk AssetCentre uses FactoryTalk Services Platform to provide seamless
connectivity with other FactoryTalk-enabled software. Users and computers are defined in
FactoryTalk Directory; access to actions within the FactoryTalk AssetCentre system is
controlled with FactoryTalk Security.
About the documentation set (or, Where do I start?)
The documentation set includes:
FactoryT alk AssetCentr e Installation Guide (Document ID FTAC-IN005). Use this
manual to install the FactoryTalk AssetCentre system. This manual is also available
on the FactoryTalk AssetCentre installation disc. The file name is
FTAC-InstallGuide.pdf.
1
1 • INTRODUCTION
Online help. Use the comprehensive online help for assistance while using the
FactoryTalk AssetCentre system. For information about getting started, see the help
topic Quick Start, on the Help menu.
About this book
This book is written for FactoryTalk AssetCentre administrators and IT professionals. To
perform many of the tasks described in this book, you need to log on to the computers
onto which you are installing software as an Administrator, or log on using an account that
has administrative privileges. For those installing the FactoryTalk AssetCentre client
software on a computer using the Windows Vista operating system, you can log on as a
Windows Vista Limited User Account that has administrative privileges.
We assume you are familiar with:
Microsoft
administration tasks
Microsoft SQL Server
RSLinx™ communication software
Rockwell Software programming tools for programmable logic controllers
®
Windows® operating systems including basic Windows networking and
• • • • •
control networks such as DeviceNet and programmable logic controllers such as
®
PLC-5
processors
Please use the feedback form, which you will find packaged with your software, to report
errors and to let us know what information you would like to see added in future editions
of this manual.
The components of FactoryTalk AssetCentre
There are three primary components of a FactoryTalk AssetCentre system:
FactoryTalk AssetCentre server, which controls the rest of the system and governs
its operations. The server requires Microsoft SQL Server 2005 (SP1 or later) or SQL
Server 2008 (SP1 or later) to function. The SQL Server is typically on the same
computer as the FactoryTalk AssetCentre server. The instructions in this manual are
written for that case, although the SQL Server could be installed on a different
computer.
2
1 • INTRODUCTION
FactoryT alk AssetCentr e clients, which permit users to configure and use the server ,
view logged events, and perform other tasks associated with the software. The client
can be installed on any computer that:
is capable of running the client software (see “Client computer requirements” on
page 5).
is connected to the FactoryTalk AssetCentre server.
FactoryT alk AssetCentre agents, which are programs that perform certain scheduled
operations, such as Disaster Recovery and searches. Agents run independently of the
server and independently from each other—users schedule operations and the agents
perform them at the scheduled time. By spreading the processing load over multiple
computers, FactoryTalk AssetCentre agents speed up operations. When a server needs
a scheduled operation to begin, it tries to locate an available computer running the
appropriate agent to perform that task. When it locates an agent to perform the task, it
assigns the task to that agent. When the agent has completed the task, the agent reports
back to the server that the task is done.
Agents can be installed on any computer that:
is capable of running the agent software (see “Agent computer requirements” on
page 7).
• • • • •
is connected to the FactoryTalk AssetCentre server.
3
1 • INTRODUCTION
• • • • •
When the system needs to run a schedule it searches the network for an available agent to perform that
function.
System requirements
Server computer requirements
FactoryTalk AssetCentre server computers must meet the following minimum
requirements. The operating system can be in English, Portuguese, French, Spanish,
Italian, German, Japanese, Korean, or Chinese.
Some FactoryT alk AssetCentre capabilities are only supported on an English language operating
system. At this time, the Calibration Management capability requires an English language
operating system. The Process Device Configuration capability requires an English, Portuguese,
French, or Italian operating system.
4
1 • INTRODUCTION
Hardware requirements:
Server class computer with 2.4 GHz or higher dual core processor recommended
CD-ROM or DVD drive
4 GB of RAM (or more, depending on application requirements)
3 GB of free hard disk space (or more, depending on application requirements), and an
additional 100 GB of free hard disk space for data (10 GB additional free space for
data is acceptable if SQL Server will be on a separate computer)
Graphics adapter capable of a minimum resolution of 1024 x 768 pixels
Keyboard and pointing device (mouse)
Network adapter card
Software requirements:
One of the following Windows operating systems:
Windows Server 2008 Standard 32-bit or 64-bit
Windows Server 2008 R2 64-bit
• • • • •
Windows Server 2003 32-bit (with Service Pack 2 or later)
FactoryTalk Services Platform 2.10.00 or later
FactoryTalk Activation 3.60 or later
One of the following Microsoft SQL Server editions:
Microsoft SQL Server 2005 with Service Pack 1 or later (we recommend the most
recent service pack)
Microsoft SQL Server 2008 with Service Pack 1 or later (we recommend the most
recent service pack)
Microsoft Corporation strongly recommends the use of a RAID-5 system for computers running
SQL Server 2005 or SQL Server 2008.
Client computer requirements
Computers running the FactoryTalk AssetCentre client must meet the following minimum
requirements. The operating system can be in any language.
Some FactoryT alk AssetCentre capabilities are only supported on an English language operating
system. At this time, the Calibration Management capability requires an English language
operating system.
5
1 • INTRODUCTION
Hardware requirements:
PC with 2 GHz or higher dual core processor recommended
2 GB of RAM (or more, depending on application requirements)
3 GB of free hard disk space (or more, depending on application requirements)
Graphics adapter capable of a minimum resolution of 1024 x 768 pixels
Keyboard and pointing device (mouse)
Network adapter card
Software requirements:
One of the following Windows operating systems:
Windows 7 Professional 32-bit or 64-bit
Windows Server 2008 Standard 32-bit or 64-bit
Windows Server 2008 R2 64-bit
Windows Vista 32-bit (with Service Pack 1 or later)
• • • • •
Windows XP Professional 32-bit (with Service Pack 2 or later)
Windows Server 2003 32-bit (with Service Pack 2 or later)
Microsoft Internet Explorer Web browser, version 6.0 or higher (version 7.0
recommended for Windows Vista operating systems)
FactoryTalk Services Platform 2.10.00 or later
RSLinx Classic Lite version 2.53 or later
(optional) RSLogix 5 version 7.30 or later, RSLogix 500 version 8.10 or later,
RSLogix 5000 version 12 or later, Studio 5000™ Logix Designer application version
21 or later, or any other version released as part of CPR 9 or later
T o take advantage of auditing, the FactoryTalk AssetCentre client should be installed
on each computer running your RSLogix family software.
T o edit the file and data settings for a compare operation for PLC-5, SLC 500, or
MicroLogix processors, you must have RSLogix 5 or RSLogix 500 software installed
on the client computer.
6
1 • INTRODUCTION
To do a Rockwell Automation Compare, you must install the appropriate
programming software on the client computer.
For this device... Install...
PLC-5 RSLogix 5
SLC 500, MicroLogix RSLogix 500
ControlLogix RSLogix 5000 Compare utility
Rockwell Automation drives DriveExecutive Lite
(optional) RSLinx Enterprise version 5.00 or later if your system includes PanelView
Plus operator interfaces
(optional) FactoryTalk View ME Transfer Utility version 7.00 or later if your system
includes PanelView Plus operator interfaces
(optional) DriveExecutive™ Lite version 5.01 or later if your system includes
Rockwell Automation drives
• • • • •
(optional) Editing software for Siemens S5 or S7 processors, including SIMATIC
Manager (Step 7), Step 5, S5 for Windows, ACCON-PG, and PG-2000
Agent computer requirements
Computers running the FactoryTalk AssetCentre agents must meet the following
minimum requirements.
Hardware requirements:
PC with 2 GHz or higher dual core processor recommended
2 GB of RAM (or more, depending on application requirements)
3 GB of free hard disk space (or more, depending on application requirements)
Graphics adapter capable of a minimum resolution of 1024 x 768 pixels
Keyboard and pointing device (mouse)
Network adapter card
7
1 • INTRODUCTION
Software requirements:
One of the following Windows operating systems:
Windows 7 Professional 32-bit or 64-bit
Windows Server 2008 Standard 32-bit or 64-bit
Windows Server 2008 R2 64-bit
Windows Vista Business 32-bit (with Service Pack 1 or later)
Windows XP Professional 32-bit (with Service Pack 2 or later)
Windows Server 2003 32-bit (with Service Pack 2 or later)
Microsoft Internet Explorer Web browser, version 6.0 or higher (version 7.0
recommended for Windows Vista operating systems)
FactoryTalk Services Platform 2.10.00 or later
RSLinx Classic Lite version 2.53 or later
RSLinx Enterprise version 5.00 or later
RSLogix 5000 Compare utility version 3.20 or later
• • • • •
RSLogix 5 version 7.30 or later, RSLogix 500 version 8.10 or later, RSLogix 5000
version 12 or later, Logix Designer version 21 or later, or any other version released as
part of CPR 9 or later
For Disaster Recovery functions, the appropriate programming software for your
devices MUST be installed on the agent computer.
For this device… Install...
PLC-5 RSLogix 5
SLC 500, MicroLogix RSLogix 500
ControlLogix RSLogix 5000 or Logix Designer
PanelView Plus View ME Transfer Utility and RSLinx Enterprise
Rockwell Automation drives DriveExecutive Lite
FactoryTalk View ME Transfer Utility 5.00 or later if your system includes PanelView
Plus operator interfaces
DriveExecutive™ Lite version 5.01 or later if your system includes Rockwell
Automation drives
8
1 • INTRODUCTION
(optional) SIMATIC NET if you want to connect to Siemens S7 processors via MPI
(Multi Point Interface) or PROFIBUS protocol
(optional) INAT H1 driver if you are using an H1 protocol with a Siemens S5
controller (The driver is available at
http://www.inat.de/index.php?18&backPID=18&tt_products_sof=226&L=1)
Network requirements
Your Microsoft Windows network must use the TCP/IP protocol.
If you use a firewall, you must configure the firewall to permit traffic on the following
ports:
This port: is used for:
TCP port 25 SMTP mail
TCP port 80 Standard WWW port
TCP port 135 Remote Process Calls
TCP port 139 File and printer sharing
TCP port 445 File and printer sharing
TCP port 1433 Communications to SQL Server
TCP ports 7002 - 7004 FactoryTalk AssetCentre
UDP port 137 File and printer sharing
UDP port 138 File and printer sharing
UDP port 1434 Browsing for SQL Servers
UDP port 21060 Rockwell Automation Trace Diagnostics
UDP port 21061 Rockwell Automation Trace Diagnostics
• • • • •
Some of these ports may vary on your network. Work with your network administrators to
determine the correct port numbers to open.
You may need to open ports for other Rockwell Automation products as well. See
“Additional ports you may have to open” on page 82.
9
About the installation process
Installing FactoryTalk AssetCentre software is a multiple-part process.
1. Install the prerequisite software for the FactoryTalk AssetCentre server.
2. If you have purchased the Calibration Management capability, install the ProCalV5
server.
3. Install the FactoryTalk AssetCentre server.
4. Install FactoryTalk AssetCentre clients.
5. If you have purchased the Calibration Management capability, install the ProCalV5
clients.
6. Install FactoryTalk AssetCentre agents.
7. Configure users and security.
8. If you have purchased the Process Device Configuration capability, install DTMs.
The following chapters guide you through these tasks.
T o upgrade an RSMACC system to FactoryT alk AssetCentre, follow the instructions in Answer ID
454396 at http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php?p_faqid=454396
• • • • •
1 • INTRODUCTION
10
2
Upgrading FactoryTalk AssetCentre
If you are upgrading from a previous version of FactoryTalk AssetCentre, the steps to
follow depend on which version you are upgrading from:
T o upgrade from FactoryTalk AssetCentre versions later than 2.00 to version 5.00,
follow the instructions in “Upgrading from any previous CPR 9-compatible version”
on page 11.
T o upgrade from FactoryTalk AssetCentre version 2.00 (compatible with CPR 7) to
version 5.00 (compatible with all CPR 9 releases), follow the instructions in
“Upgrading from version 2.00 (CPR 7) to 5.00 (CPR 9 SR 6)” on page 12.
Upgrading from any previous CPR 9-compatible version
T o upgrade from CPR 9-compatible versions later than 2.00, follow the installation
instructions in Chapters 3-5.
FactoryTalk AssetCentre version 5.00 works with any previous CPR 9 version of
FactoryTalk Services Platform and other Rockwell Software products. The FactoryTalk
AssetCentre installation will not upgrade the previous versions of FactoryTalk Services
Platform and other products. If you have these versions and want to use the latest version
instead, you must upgrade them manually. See the following section for details.
Optional software upgrades
The FactoryTalk AssetCentre disc contains installations for these software products used
with FactoryTalk AssetCentre:
FactoryTalk Services Platform version 2.60
FactoryTalk View ME Transfer Utility version 7.00
RSLinx Classic version 3.60
RSLinx Enterprise version 5.60
RSLogix 5 version 8.00
RSLogix 500 version 9.00
Logix Designer application version 21.00
If you already have earlier versions of these products and want the most recent version,
you will need to install them manually according to the table in the following section. We
recommend that you do this before installing FactoryTalk AssetCentre.
11
2 • UPGRADING FACTORYTALK ASSETCENTRE
If you do not have RSLinx Classic or RSLinx Enterprise, FactoryTalk AssetCentre will
automatically install these products. If you use FactoryTalk Services Platform
CPR 9 SR 6, then be sure to use the CPR 9 SR 6 versions of RSLinx Enterprise and
RSLinx Classic Lite.
Location of setup files
The setup files for the optional upgrades are available on the FactoryTalk AssetCentre
installation disc.
This product’s setup.exe fil e Is located in this folder
FactoryTalk Services Platform AutoPlay\Server\Packages\ClientPrep\FTAP\setup.exe
FactoryTalk View ME Transfer
Utility
RSLinx Classic Lite AutoPlay\RSLinxClassic\setup.exe
RSLinx Enterprise AutoPlay\RSLinxEnterprise\setup.exe
RSLogix 5 RSLogix 5\setup.exe
RSLogix 500 RSLogix 500\setup.exe
Studio 5000 Studio5000\RSLogix5000\setup.exe
ME Transfer Utility\METUSetup.exe
• • • • •
Upgrading from version 2.00 (CPR 7) to 5.00 (CPR 9 SR 6)
This section provides instructions for upgrading from FactoryTalk AssetCentre
version 2.00 (CPR 7) to version 5.00 CPR 9 SR 6.
FactoryTalk AssetCentre version 5.00 relies on FactoryTalk Services Platform 2.10.00 or
later. To upgrade FactoryT alk AssetCentre, you must also upgrade from FactoryTalk
Automation Platform 2.00. This is automatically taken care of in the FactoryTalk Services
Platform portion of the FactoryTalk AssetCentre installation. Other FactoryTalk-enabled
products must also be upgraded to their correspoding CPR 9 versions. A list of products
requiring an upgrade is provided during the FactoryTalk Services Platform installation.
When you upgrade a computer from FactoryTalk Automation Platform 2.00 (CPR 7) to
FactoryTalk Services Platform 2.10.00 or later , the installation process automatically
creates a backup of your existing FactoryTalk Directory configurations. If something goes
wrong during the installation, you can restore the system from this backup. Information
about the location of the backup files is provided during installation.
In addition, while the installation process updates each directory with support for new
policy settings and new features, it leaves your original directory configurations intact. It
12
2 • UPGRADING FACTORYTALK ASSETCENTRE
does not change your existing policy or security settings. For details, see FactoryTalk
Security Help.
It is very important that FactoryTalk AssetCentre 2.00 be removed from ALL client and agent
computers BEFORE uninstalling the FactoryTalk AssetCentre 2.00 software from the server.
T o upgrade FactoryTalk AssetCentre from a CPR 7-compatible version:
1. Uninstall FactoryTalk AssetCentre from the client and agent computers using Add or
Remove Programs from the Windows Control Panel.
On this computer… Remove these components…
Clients FactoryTalk AssetCentre Client
FactoryTalk AssetCentre Common Components
Agents FactoryTalk AssetCentre Agent
FactoryTalk AssetCentre RA Disaster Recovery Agent
FactoryTalk AssetCentre Common Components
• • • • •
2. Uninstall FactoryTalk AssetCentre from the server using Add or Remove Programs
from the Windows Control Panel.
On this computer… Remove these components…
Server FactoryTalk Asse tCentre Server
FactoryTalk AssetCentre Common Components
3. Install FactoryTalk AssetCentre according to the instructions in Chapters 3 through 5.
During the FactoryTalk Services Platform portion of the installations, FactoryTalk
will be upgraded and a message will inform you of other Rockwell Software products
that rely on FactoryTalk Services Platform and need to be updated.
4. Upgrade your other FactoryTalk-enabled products according to the instructions
provided with each product.
13
3
Installing the FactoryTalk AssetCentre server
To upgrade an RSMACC system to FactoryTalk AssetCentre, follow the instructions in
Answer ID 454396 at http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php?p_faqid=454396
IMPORTANT: If you are using a firewall (such as the Windows Firewall), you must manually
permit File and Printer Sharing through your firewall. Consult the documentation for your
firewall software for instructions. You must also open Port 80 (or whatever port is used for HTTP).
Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches
If you are installing on a computer that already has FactoryTalk Services Platform 2.10.00
or later, or FactoryTalk View 5.00 or later, you may need to manually install the patches.
You may have more recent patches than those included on the FactoryTalk AssetCentre
disc at the time of release. It is very important to check and install the patches before you
begin the FactoryTalk AssetCentre installation.
To install the patches:
If the computer already has Then install patches by following instructions in
FactoryTalk Services Platform 2.10.00 or
later
FactoryTalk View 5.00 Answer ID 47015 at
FactoryTalk View 5.10 Answer ID 66056 at
Answer ID 49190 at
http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php
?p_faqid=49190
http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php
?p_faqid=47015
http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php
?p_faqid=66056
14
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
If the computer already has Then install patches by following instructions in
FactoryTalk View 6.00 Answer ID 74109 at
http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php
?p_faqid=74109
FactoryTalk View 6.10 Answer ID 278683 at
http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php
?p_faqid=278683
When applying multiple patches, you might want to use the Patch File Validator utility.
But note that at the time this document was published, the necessary FactoryTalk Services
Platform patch information was not included in the patch list file (.PFV file). You still
need to install the product patches by following instructions in the Answer IDs provided
above. For more information about the Patch File Va lidator utility, see the following
section.
• • • • •
You will need to check the patches on all FactoryTalk AssetCentre client and agent computers.
Using the Patch File Validator utility
When you need to apply multiple patch files, it can be difficult to determine exactly which
patch files have already been installed. You can use the Patch File Validator utility to
compare the files installed on a computer with a list of patch files currently available.
To check for patches using the Patch File Validator utility:
1. Go to the Rockwell Automation Knowledgebase and search for Answer ID 30393.
http://www.rockwellautomation.com/knowledgebase/
2. You can download the Patch File Validator utility as directed in Answer ID 30393 or
you can copy it from the FactoryTalk AssetCentre installation disc. The file is located
on the disc at Autoplay\Server\Packages\ClientPrep\FTAPPatches\FTSP 2.10.01
CPR9 SR1 Patch Installs date\Utils.
3. Follow the instructions in Answer ID 30393 to download the most recent patch list file
(.PFV file) and run the utility.
15
4. The resulting report lists the Answer IDs for the patches you need. Go to those
When checking the patches on all FactoryTalk AssetCentre client and agent computers, rather
than repeating these steps on each computer, you can select Network Computer in the Patch
File Validator utility to check each of the computers in your FactoryTalk AssetCentre system.
Read the instructions in Answer ID 30393 to use this feature.
Upgrading
If you are upgrading from an earlier version of FactoryTalk AssetCentre, you may need to
manually upgrade some associated Rockwell Software products including FactoryTalk
Services Platform. See Chapter 2 “Upgrading FactoryTalk AssetCentre” beginning on
page 11 for details.
Once you have completed upgrading associated Rockwell Software products, follow the
instructions in this chapter to upgrade the FactoryTalk AssetCentre server. Instructions
particular to upgrading are provided on the screen. Components that are already installed
will be skipped.
Overview of upgrading steps:
• • • • •
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
Answer IDs and follow the instructions to download and install the patches.
1. Upgrade associated Rockwell Software products. See Chapter 2 “Upgrading
FactoryTalk AssetCentre” beginning on page 11 for details.
2. If you have Calibration Management, run the ProCalV5 server installation. See
“Installing the ProCalV5 server software” on page 23.
3. Run the FactoryTalk AssetCentre server installation. See “Installing the FactoryTalk
AssetCentre server software” on page 23.
About the installation
Setting up the FactoryTalk AssetCentre server requires installing and configuring several
software packages. These are listed on the FactoryTalk AssetCentre installation menu.
The server installation step in the menu launches a series of software installations and
utilities as illustrated in the diagram below. The yellow numbers in the diagram show the
order of the steps.
16
• • • • •
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
For information on installing this software: See page:
2) Microsoft Internet Information Services (IIS), version 5.0 or
3) Microsoft SQL Server 19
4) ProCal V5 software (for the Calibration Management capability) 23
5) FactoryTalk AssetCentre server software 23
Installing Internet Information Services
Microsoft Internet Information Services (IIS) is provided with Windows Server 2003,
Windows Server 2008, and Windows Server 2008 R2. However, it is not installed by
default. You must install this software on the server before installing FactoryTalk
AssetCentre server software.
You may want to run Windows Update to make sure you have the most recent IIS patches
before proceeding.
later
17
17
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
Installing IIS on Windows Server 2003
T o install IIS on Windows Server 2003:
1. Log on to the FactoryTalk AssetCentre server computer as an administrator (or a user
with administrative privileges).
2. Click Start > Settings > Control Panel to display Windows Control Panel.
3. In Control Panel, double-click Add or Remove Programs.
4. In the Add or Remove Programs application, click Add/Remove Windows
Components. This starts the Windows Components W izard.
5. In the Windows Components Wizard, click Application Server, and then click
Details. Select the box for Internet Information Services (IIS), and then click
Details. Make sure the following boxes are selected.
Common Files
Internet Information Services Manager
SMTP Service (if you do not have another mail server that you are going to use)
World Wide Web Service
• • • • •
Click OK. (If these boxes are already selected, click Cancel. IIS is already installed.)
6. Click Next. Windows installs IIS. Windows may prompt you to insert your operating
system disc during the installation.
Optional: If you want to use a web site other than the “Default Web Site” for IIS, create that web
site now in Computer Management. Right-click My Computer, select Manage or
Administrative. Then, under Services and Applications, click Internet Information Services
(IIS) Manager. For more information, see your Windows Server documentation.
Installing IIS on Windows Server 2008 or Windows Server 2008 R2
T o install IIS on Windows Server 2008 or Windows Server 2008 R2:
1. Log on to the FactoryTalk AssetCentre server computer as an administrator or a user
with administrative privileges.
2. Click Start > Settings > Control Panel to display Windows Control Panel.
3. In Control Panel, double-click Programs and Features.
4. In the Programs and Features window, click T urn Windows features on or off.
5. In the right pane of the Server Manager window, click Add Roles to open the Add
Roles Wizard.
18
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
6. Follow the wizard until you come to the Select Server Roles screen.
7. On the Select Server Roles screen, select Web Server (IIS). If you are asked to add
features required for Web Server (IIS), click Add Required Features to continue.
8. Follow the wizard until you come to the Select Role Services screen.
9. On the Select Role Services screen, use the default settings for IIS. Make sure the
following check boxes under ManagementTools are selected:
IIS Management Console
IIS Management Scripts and Tools
Management Service
IIS 6 Management Compatibility
IIS 6 Metabase Compatibility
IIS 6 WMI Compatibility
IIS 6 Scripting Tools
IIS 6 Management Console
• • • • •
Click Next to continue the installation. (If these check boxes are already selected,
click Cancel. IIS is already installed.)
10. Click Install to continue the installation.
Optional: If you want to use a web site other than the “Default Web Site” for IIS, create that web
site now in the Server Manager. Right-click My Computer, select Manage. Then click Roles >
Web Server (IIS) > Internet Information Services (IIS) Manager. For more information, see
your Windows Server documentation.
Installing Microsoft SQL Server 2008
FactoryTalk AssetCentre uses a Microsoft SQL Server database to store project files and
user data. Y ou may install SQL Server on the FactoryTalk AssetCentre server computer or
on a separate server computer. If you already have SQL Server 2005 or SQL Server 2008
installed, you can skip these steps (however, you may need to reconfigure the SQL
Server).
If you intend to use the Calibration Management capability, a 32-bit edition of Microsoft SQL
Server is required.
19
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
If you use an existing SQL Server installation:
The SQL Server collation must be dictionary-order, case-insensitive for use with
FactoryTalk AssetCentre software. If your existing SQL Server collation is casesensitive, the FactoryTalk AssetCentre database installation will fail. Follow the
directions here if your SQL Server collation is NOT dictionary-order, caseinsensitive.
If this SQL Server has no other databases on it:
Either: Uninstall SQL Server and reinstall it using the default collation in the
setup program. (This statement applies to English language Microsoft Windows
operating systems and SQL Server software. For other languages, be sure to
select a dictionary-order, case-insensitive collation when reinstalling.)
Or: Rebuild the master database using a dictionary-order, case-insensitive
collation. Refer to the SQL Server 2008 online books for instructions.
If this SQL Server has other databases on it, then setup or use another SQL Server
that is configured with a dictionary-order, case-insensitive collation.
If you have an MSDN subscription you can find more information at
http://msdn2.microsoft.com/en-us/library/ms143508.aspx
, or search the Microsoft
MSDN site for SQL Server 2008 collation settings.
• • • • •
T o install SQL Server 2008 so it is compatible with FactoryTalk AssetCentre server:
1. Log on to the server computer as an administrator or as a user with administrative
rights.
It is possible to install SQL Server 2008 on a different computer from the one on which you
install the FactoryTalk AssetCentre server software.
2. Start the SQL Server 2008 installation from the SQL Server 2008 discs.
3. Follow the on-screen instructions for installation until you get to the Feature
Selection screen.
4. The Feature Selection screen asks which features of SQL Server 2008 you want to
install. If you like, or if your business requires you to do so, you may install the
complete SQL Server 2008 installation.
If you want to install only those features necessary to run the FactoryTalk AssetCentre
server:
20
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
a. On the Feature Selection screen, make sure the following features are selected:
Database Engine Services
SQL Server Replication
Full-Text Search
Client Tools Connectivity
Client Tools Backwards Compatibility
Management Tools - Basic
b. Click Next.
5. Follow the on-screen instructions for installation until you get to the Server
Configuration screen.
6. In the Server Configuration screen, the Services Accounts tab asks how you want to
run the services for the SQL Server. Specify the account name and password for each
SQL Server service.
You can run the SQL Server using a domain account. This can, however, complicate system
maintenance (for instance, when changing passwords). If you are not sure of the type of
account you should use for running the SQL Server, consult your network administrator.
• • • • •
7. In the Server Configuration screen, click the Collation tab and then click the
Customize button next to the Database Engine Collation area to specify the Database
Engine collation. In the Customize the SQL Server 2008 Database Engine Collation
dialog box, select SQL collation and then select the
SQL_Latin1_General_CP1_CI_AS option.
The collation settings must be case-insensitive! If the settings are case-sensitive, the
FactoryTalk AssetCentre database installation will fail.
8. In the Database Engine Configuration window, click the Account Provisioning tab and
then select Mixed Mode (SQL Server Authentication and Windows
authentication). This means that both the SQL Server and the Windows domain can
authenticate users for the SQL Server.
FactoryTalk AssetCentre uses SQL Server authentication.
21
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
When you click Mixed Mode, fields open for entering the password for the sa (SQL
Server system administrator) account password. Do not forget the password. You
will need this password when you install the FactoryTalk AssetCentre server.
Do not leave the password blank. Doing so leaves your SQL Server and your computer open
to attack.
9. Follow the on-screen instructions to complete the installation.
I
NSTALLING MICROSOFT
SQL S
ERVER
2008 S
ERVICE PACKS
After you install Microsoft SQL Server 2008, you must install SQL Server 2008 Service
Pack 1 or later. The service pack is necessary for the software to run properly and protects
your SQL Server 2008 server from certain types of attacks.
• • • • •
T o obtain the service pack, go to the Microsoft website ( www.microsoft.com)
and search
for “SQL Server 2008 Service Pack.”
Minimum Microsoft SQL Server 2008 permissions
The permissions discussed here are set automatically during the FactoryTalk AssetCentre
Database installation (which is part of the FactoryTalk AssetCentre Server installation
discussed on page 31). This information is provided for reference for the SQL
administrator.
The AssetCentreUser SQL user’s default database value can be “master” or
“AssetCentre.” By default, the database value is set to “AssetCentre.” The
AssetCentreUser SQL user needs to belong to the following AssetCentre database roles:
db_dataexecute
db_datareader
db_datawriter
public
The “db_dataexecute” database role was added to the FactoryTalk AssetCentre database
during the FactoryTalk AssetCentre server installation. It is used to group Execute
permissions of stored procedures and functions within the AssetCentre database.
All of the user stored procedures and user functions in the FactoryTalk AssetCentre
database need to have the Execute permission granted to the “db_dataexecute” database
role.
22
3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER
Installing the ProCalV5 server software
If you have purchased the Calibration Management capability for FactoryTalk
AssetCentre, you next install the ProCalV5 server software on the FactoryTalk
AssetCentre server computer. This step comes after you have installed IIS, the Microsoft
SQL Server software, and FactoryTalk Activation.
You can also install the ProCalV5 server software after the FactoryTalk AssetCentre server
software as described on page 36.
1. Insert the FactoryTalk AssetCentre disc into your computer.
2. The installation program should start automatically. If it does not, open the
FactoryTalk AssetCentre disc in My Computer and then run the Setup.exe program.
3. Click Install ProCalV5.
4. Click Product Documentation on the ProCalV5 install screen.
5. In the window that opens, open the Installation Guide folder.
6. Open and review the ProCalV5 Installation Guide. Use Microsoft Word to read or
print the guide. Close the window.
• • • • •
7. Click Server Setup.
8. Follow the on-screen instructions for the installation.
9. After you install the ProCalV5 server, the ProCalV5 Server Setup window opens. This
step installs the database connection for ProCalV5. Specify the SQL Server that you
set up previously, and enter the sa (SQL Server system administrator account) user
name and password.
10. Click Connect.
11. The ProCalV5 Server Setup window expands. Provide this information:
The name of the ProCalV5 SQL database (default is PROCAL55RS).
The ProCalV5 database login name (default is pcV5us01) and password.
12. Click Load Database, and continue to follow the on-screen instructions.
Installing the FactoryTalk AssetCentre server software
If you already have an earlier CPR 9 version of FactoryTalk Services Platform installed
and you wish to upgrade to the latest version, you must manually upgrade it from the
23
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