Rockwell Automation FactoryTalk AssetCentre User Manual

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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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This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for mee ting ev ery possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

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Document version: 5.00 Modified: March 4, 2013 4:03 pm

THIS IS A PRODUCT OF ROCKWELL AUTOMATION AND CONTAINS HCF SDC-625 TECHNOLOGY. THE HCF SDC-625 TECHNOLOGY IS OWNED BY HART COMMUNICATION FOUNDATION (HCF), 9390 RESEARCH BLVD., SUITE I-350 AUSTIN, TEXAS 78759, AND MAY NOT BE ADOPTED, COPIED, REPRODUCED, MODIFIED, LICENSED, SUBLICENSED, SOLD OR RESOLD OTHER THAN UNDER LICENSE FROM HCF.

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

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

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

• • • • •

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 • 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.

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.

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.

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.

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.

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:

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

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.

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

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.

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

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.

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

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.

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.

• • • • •

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

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.

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.

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:

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.

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.

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.

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

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

FactoryTalk AssetCentre installation disc, as described on page 11. We recommend that you perform the upgrade before you begin installing the FactoryTalk AssetCentre server.

If you are also installing the FactoryT alk AssetCentre client or agent on the server computer, and you want to use the CPR 9 SR 6 version of RSLinx Enterprise, you must also use the CPR 9 SR 6 version of FactoryTalk Services Platform. If this is a first-time installation and FactoryTalk Services Platform is not already installed on the computer, the inst allation program will inst all the

CPR 9 SR 6 version of FactoryTalk Services Platform.

T o install the FactoryTalk AssetCentre server software:

1. Log on to your server computer as an administrator or as a user with administrative

privileges.

2. Insert the FactoryTalk AssetCentre installation disc into your computer.

3. The setup program should start automatically. If it does not, open the FactoryTalk

AssetCentre disc in My Computer and then run the Setup.exe program.

4. Click Install FactoryTalk AssetCentre Server.

The Install FactoryTalk AssetCentre Server window opens. The installer searches the

computer for required components and displays the results in this window. The

installer will not attempt to install components that already exist on the computer.

Components that will be installed are indicated with a computer icon and a checked

box. You cannot select or clear the check boxes in this window.

• • • • •

If you see a red “X” next to one or more components, this means that the installer cannot

determine whether the component should be installed. Contact Technical Support using the

contact information provided on the copyright page at the beginning of this guide.

5. Click Start to begin the installation process.

6. Follow the on-screen installation instructions for the components that need to be

installed. The following sections provide more information about installing these

components.

The installation of some components may require you to restart your computer. If this is the

case and the setup program has not finished installing all of the necessary components, the

setup program will restart the next time you log on to your computer.

The following components, listed on the Install FactoryTalk AssetCentre Server window, are checked for and installed or configured during the server installation:

 Windows Installer 3.1 v2. If this component is not already installed on your

computer, the setup program will install it. Follow the on-screen installation

instructions. If you are prompted to restart when the installation is complete, close

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows

before restarting.

 Microsoft .NET Framework 3.5 and 4.0. The FactoryTalk AssetCentre server

requires that Microsoft .NET Framework 3.5 and 4.0 be installed on your computer. If

this component is not already installed on your computer, the setup program will

install it.

 FactoryTalk AssetCentre Upgrade Check. Checks for an existing CPR 7 version of

FactoryTalk AssetCentre. Version 5.00 works with all CPR 9 versions of FactoryTalk

Services Platform and cannot be installed with an existing CPR 7 version of

FactoryTalk AssetCentre. To upgrade, see Chapter 2 “Upgrading from version 2.00

(CPR 7) to 5.00 (CPR 9 SR 6)” beginning on page 12.

 FactoryTalk Services Platform. See “Installing FactoryTalk Services Platform” on

page 26.

 FactoryTalk Activation. See “Installing FactoryTalk Activation” on page 27.  RSLinx Enterprise. See “Installing RSLinx Enterprise” on page 29.  Patch FTSP. See “Patch FactoryTalk Services Platform” on page 29.

• • • • •

FactoryTalk Services Platform patches are installed depending on whether

FactoryTalk Services Platform version 2.10 is installed on the computer:

 If the computer already has FactoryTalk Services Platform version. 2.10, patches

are installed during the FactoryTalk Services Platform installation (beginning on page 26). This installs the most recent patches at the time the FactoryTalk AssetCentre installation disc was created. More recent patches may be available. If you have not already checked your FactoryTalk Services Platform patches, skip the patch during the installation and see “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14 for more information about validating and installing patches.

 If the computer has an existing version of FactoryTalk Services Platform higher

than version 2.10 or does not have an existing version of FactoryTalk Services Platform, no patches are necessary. FactoryTalk Services Platform version CPR 9 SR 6 will be installed as part of the FactoryTalk AssetCentre installation.

 Check and Configure FTSP. See “Check and configure FactoryTalk Services

Platform” on page 30.

 Stop FactoryTalk AssetCentre Server. The FactoryTalk AssetCentre server service

must be stopped at this point in the installation. The installation program stops the

service.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

 Stop FactoryTalk AssetCentre Website. This is part of the internal working of the

program and is stopped automatically. You may see a command prompt briefly before

the website stops.

 FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre

Common Components installer” on page 31.

 FactoryTalk AssetCentre Server. See “FactoryTalk AssetCentre server installer” on

page 31.

 FactoryTalk AssetCentre Calibration Management Server. See “FactoryT alk

AssetCentre Calibration Management Server installer” on page 34.

 FactoryTalk AssetCentre Process Device Configuration Server. See “FactoryTalk

AssetCentre Process Device Configuration Server installer” on page 35.

 Start FactoryTalk AssetCentre Website. This is part of the internal working of the

program and is started automatically. You may see a command prompt briefly before

the website starts.

 Install AssetCentre Setup Programs. This occurs in step 3 on page 35.  Launch Rockwell Windows Firewall Configuration Utility. See “Using the

Windows Firewall Configuration Utility” on page 35.

• • • • •

 Start FactoryTalk AssetCentre Server. The installation program starts the service.

The following sections of this chapter provide installation instructions for these components. Each installation automatically starts after the previous one.

Installing FactoryTalk Services Platform

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

FactoryTalk AssetCentre depends on the Rockwell Software FactoryTalk Services Platform to function. If the platform is not installed on your computer (or if the correct version is not installed), the setup program will install it. If you have a previous version of the platform installed, you may need to uninstall it before continuing (the setup program will inform you if this is the case).

By default, all members of the Administrators group on the computer on which you are installing the FactoryTalk Services Platform are added to the Administrators group in the FactoryTalk Directory.

1. Follow the on-screen instructions to install the platform. If FactoryTalk Services

Platform 2.10.00 or later is already installed on your computer, go to step .

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

2. When you are asked whether you want to install the FactoryTalk Administration

Console, be sure the check box is selected (you will need the console to help you

configure the FactoryTalk Directory). Continue to follow the on-screen instructions

If you receive an error message indicating that an attempt to configure the Windows Firewall

Configuration Utility failed, click OK and continue. The Windows Firewall will be configured

later.

3. Click Finish on the InstallShield Wizard for FactoryTalk Services Platform. If you are

prompted to restart your computer for configuration changes made to FactoryTalk

Services Platform to take effect, click No to restart later. Follow the on-screen

instructions to continue the installation.

Installing FactoryTalk Activation

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

FactoryTalk AssetCentre uses a software activation system called FactoryTalk Activation and is activated on two criteria: capacity (number of devices) and capability (purchased functions). Activation is required for the FactoryTalk AssetCentre server, but not clients or agents.

• • • • •

 Capacity is the number of device assets that can be represented in your FactoryTalk

AssetCentre software.

By default (and without activation), you are permitted to add up to ten devices or

process devices in your FactoryTalk AssetCentre software. Above that, the number of

devices and process devices you are permitted depends on the quantity of capacity

activation you have purchased. Only device and process device assets count for

capacity activation. Y ou can add as many files, folders, file links, generic devices, and

generic containers as your system requires.

 Capabilities are additional features you can add to enhance your FactoryTalk

AssetCentre system.

Currently, the capabilities for purchase are:

 Calibration Management

 Process Device Configuration

 Disaster Recovery for Rockwell Devices

 Disaster Recovery for ABB Robots

 Disaster Recovery for Motoman Robots

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

 Disaster Recovery for FANUC Robots

 Disaster Recovery for Generic FTP Devices

 Disaster Recovery for Siemens S5 Processors

 Disaster Recovery for Siemens S7 Processors

 Disaster Recovery for Remote Computers

All of the other features of FactoryTalk AssetCentre are available by default. Other

capabilities will be available in future releases. FactoryTalk AssetCentre clients do not require activation. All activations for FactoryTalk

AssetCentre are locked to the FactoryTalk AssetCentre server. FactoryTalk Activation version 3.60 or later is required. If a previous version is already

installed, the setup program will inform you to upgrade it to 3.60 or later before continuing.

T o install FactoryTalk Activation, follow the steps below:

1. Follow the on-screen instructions.

2. If a previous version is already installed, the setup program informs you to upgrade it

to 3.60 or later. Click Yes and follow the on-screen instructions to continue.

• • • • •

3. When complete, follow the on-screen instructions to open the Manage Activations tab

of FactoryTalk Activation Manager. Once you have the Manage Activations tab open,

click Finish on the InstallShield W izard Completed dialog box. If you are prompted to

restart your computer for the configuration changes made to FactoryTalk Activation

Manager to take effect, click No to restart later.

4. In the Manage Activations tab, click Get New Activations and select the activation

method you want to use..

Do not lock activations to virtual network adapters, such as those used for virtual private networks (VPN) or virtual machines. Instead, lock activations to the Host IDs of fixed hardware devices, such as hardware network adapters or hard disk serial numbers.

5. Continue following the on-screen instructions to obtain your activations.

6. Click Exit on the window with the FactoryTalk Activation installation menu.

DDING ACTIVATIONS IN THE FUTURE

If you add activations to the FactoryTalk AssetCentre system in the future, you will have to refresh activations.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

For more detailed information about activation for FactoryTalk AssetCentre, see the online help. For more information about FactoryTalk Activation, see the “Activate Rockwell Software Products” insert that came with your FactoryTalk AssetCentre software or the online help for the FactoryTalk Activation Manager.

You need an Internet connection to install activation. If you do not have an internet connection, see the “Activate Rockwell Software Products” insert that came with your FactoryTalk AssetCentre software.

Installing RSLinx Enterprise

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

After FactoryTalk Activation installation is complete, the RSLinx Enterprise installation program starts automatically.

1. Follow the on-screen instructions.

2. In the Setup Type page of the installation wizard, select Standard Feature Set

Installation and then click Next.

3. Follow the on-screen instructions to complete the installation.

• • • • •

4. On the InstallShield Wizard Completed window, click Finish.

Patch FactoryTalk Services Platform

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

If you have FactoryTalk Services Platform and you have already checked for and installed FactoryTalk Services Platform patches (see “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14), click Finish and continue the installation of the other components.

If you have FactoryTalk Services Platform and you have NOT already installed patches, follow the instructions on the FactoryTalk Services Platform Patch Installation window.

1. A command prompt window opens while each patch is being installed. When

processing in the command prompt completes, ignore the message to reboot your

computer and close the command prompt window.

2. Install the next patch, closing the command prompt window when that patch is

finished.

3. When the last patch has been installed, close the last command prompt and click

Finish on the FactoryTalk Services Platform Patch Installation window. A message

informs you that the system will restart. Click OK.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

4. Once the computer has restarted, the Install FactoryTalk AssetCentre Server window

will be displayed. Click Start to proceed with the installation.

5. The FactoryTalk Services Platform Patch Installation window reappears. Click Finish.

Check and configure FactoryTalk Services Platform

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

The setup program continues to check and configure FactoryTalk Services Platform.

Respond to the FactoryTalk Directory Server Configuration window with care. Correctly

identifying the FactoryTalk Directory is essential to a properly functioning system.

The FactoryTalk Directory Server Configuration window asks if the computer on which you are installing the software is also the computer that will be the FactoryTalk Directory server. If this is the case, click Continue and go on to step 7. If the FactoryTalk Directory server is on a different computer, click Select FactoryTalk Directory Server and continue with the instructions below.

• • • • •

1. The utility may ask you to log on to FactoryTalk. Log on with your Windows

administrator username and password. (As mentioned earlier, members of the

Windows Administrators user group were automatically added to the FactoryTalk

Directory.)

2. In the FactoryTalk Directory Server Location Utility window, note the name in the

Computer hosting directory server field. (Most likely, this field will contain

localhost, which is correct only if you are using the computer that actually is the

FactoryTalk Directory Server.) If the name in the field is not the name of your

FactoryTalk Directory Server, click the browse button next to the field.

3. In the next window, select Remote computer. T ype the name of your FactoryTalk

Directory Server in the field, or click the browse button next to the field to browse for

the server.

4. Once you have the name of the FactoryTalk Directory Server in the field, click OK,

and then click OK again.

5. If you chose a different computer to be the FactoryTalk Directory Server, you will see

a window saying that you will need to restart your computer. Click OK. The software

attempts a connection to the FactoryTalk Directory Server. You may be asked to log

on to the server. To lon on to the server, enter the username and password for a

Network Directory server administrator on the FactoryTalk Directory Server,

and then click OK.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

6. Restore the Install FactoryTalk AssetCentre Server window and click Continue.

7. When you see a checklist window showing that the FactoryTalk Services Platform

components are all installed and configured, click Continue. This will proceed to the

next segment of the FactoryTalk AssetCentre server installation.

FactoryTalk AssetCentre Common Components installer

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

T o install the common components:

1. Follow the on-screen instructions.

2. When asked to restart your computer, click Yes. You must restart the computer before

you run the FactoryTalk AssetCentre server.

3. If you see messages indicating that the firewall has blocked a program, select

Unblock on each message.

Depending on the speed of your computer, you may see the Install FactoryTalk AssetCentre

server window for a moment after you restart and log back onto your server computer. This

behavior is normal (the installation program is designed to check to see if everything is

installed correctly before proceeding).

• • • • •

FTER RESTARTING

The installation software will initiate several component installations again in sequence beginning with the FactoryTalk Services Platform. You can cancel the installation for all components that you have already installed. The list below provides a step-by-step sequence to cancel all installs that have been completed to this point. What you see may vary depending on your particular system.

1. Click Start on the Install FactoryTalk AssetCentre Server window.

2. Click Finish on the FactoryTalk Services Platform Patch Installation window if it

opens.

3. Depending on your FactoryTalk Directory setting, you may see the stop sign window

again about how to set the FactoryTalk Directory. See “Check and configure

FactoryTalk Services Platform” on page 30 to make the appropriate choice.

4. Click Continue on the Check FactoryTalk Services Platform Configuration window.

FactoryTalk AssetCentre server installer

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

After the setup program checks your FactoryTalk Services Platform installation, it starts the installation for the FactoryTalk AssetCentre server software.

If you have a firewall (such as the Windows Firewall) installed on your server computer, you may see warnings that the Scheduler Service and trace diagnostics are being blocked. For FactoryTalk AssetCentre to function correctly, you must unblock traffic for these services.

T o install the FactoryTalk AssetCentre server:

1. Follow the on-screen instructions.

2. If you have created another web site for IIS (see page 18), you will see a Select Web

Site dialog box. Select Default Web Site, and then click OK.

3. The Database Installer utility opens. This utility installs the FactoryT alk AssetCentre

database. Specify the location of the database server and the SQL Server administrator

username and password.

If you see an error message about invalid SQL collation, you will need to fix the SQL Server

collation before continuing with the FactoryTalk AssetCentre installation. See “SQL collation

error encountered during database installation” on page 73.

a. By default, the server location is set to (local). There are instances where this is

not the correct setting.

• • • • •

If you installed the SQL Server software here Then enter this in the Server field

In the default location (the computer running the FactoryTalk AssetCentre server software) and default (local) instance.

On a different computer than will run the FactoryTalk AssetCentre server software but in the default (local) instance.

On a named instance of SQL Server (whether or not you installed the SQL Server on the same computer where you are installing the FactoryTalk AssetCentre server software).

Leave the setting as it is (local).

The name or IP address of the computer on which you installed the SQL Server.

The name or IP address of the server and the instance where you installed the SQL Server. For example, if you installed the database on a computer called MYSERVER and named the instance MYINST ANCE, you would type MYSERVER\MYINSTANCE in the field.

b. For the user credentials, the utility is looking for the system administrator account

(sa) you created when you installed the SQL Server. Type sa in the Username field, and the password for the sa account in the Password field. If someone else installed SQL Server, get the correct administrator username and password.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

c. Click Start.

The setup program installs the database.

4. The Database User Configuration utility opens. Create a database user for the

FactoryTalk AssetCentre software to use to access the database.

a. You can accept the information provided or enter a different username and

password, then click OK. If you provide a username and password, provide a SQL user account, not a

Windows user account.

b. After you click OK, if the software asks if you want to create a new login for the

database, click Yes.

c. After running the Database User Configuration utility, the software may ask you to

log on to FactoryTalk. If so, log on using a FactoryTalk Administrator account.

5. The Configure Server Settings utility opens. Configure the port and e-mail settings

that specify how the FactoryTalk AssetCentre Server software communicates with

other computers.

• • • • •

This setting: Does this:

Server Location Sets the name of the FactoryTalk AssetCentre serv er computer . Ch ange

this setting only if you want to move the server to another computer.

Base IP Port Sets the Internet Protocol (IP) port that the FactoryTalk AssetCentre

Scheduler Service will use. By default, this port is 7002. The system uses the base port, plus the next two consecutive ports. So by default 7002 to 7004 are reserved. If you specify 7000, for example, 7000 through 7002 would be reserved.

SMTP Server Specifies the SMTP (Simple Mail Transport Protocol) address of your

outgoing SMTP (e-mail) server. For example, mailrelay.myplant.com. The domain provided here (myplant.com in the example above) is used

to form the address from which e-mail notifications from FactoryTalk AssetCentre will be sent. The “From” e-mail address will be FACTORYTALKASSETCENTRE_NOREPLY@yourdomain.com.

If you do not know the name of your SMTP server, consult your network administrator.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

This setting: Does this:

SMTP Server IP Port Sets the IP port used to communicate with your SMTP server. By

default, this port is 25. Some facilities use a different port. If you do not know your SMTP port number, consult your network administrator.

If you use a port other than 25 and are using a firewall, you’ll have to also open that port in your firewall.

6. When the settings are as desired, click OK.

7. If you see messages indicating that the firewall has blocked a program, select

Unblock on each message.

8. On the final page of the FactoryTalk AssetCentre Server InstallShield Wizard, click

Finish.

FactoryTalk AssetCentre Calibration Management Server installer

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

• • • • •

The FactoryTalk AssetCentre Calibration Management server must be installed in the same folder as the FactoryTalk AssetCentre server.

T o install the Calibration Management server:

1. Follow the on-screen instructions.

2. After you install the FactoryTalk AssetCentre Calibration Management server, the

ProCalV5 Connection Installer window opens. This step installs the database

connection for ProCalV5. Provide this information from the ProCalV5 server

installation:

 The name of the SQL Server for the ProCalV5 database.

 The ProCalV5 SQL Server login name (default is pcV5us01) and password.

 The name of the ProCalV5 SQL database (default is PROCAL55RS).

If you have not installed the ProCalV5 server software, click Skip and go to step 6. You can

install the ProCalV5 software after installing the FactoryTalk AssetCentre server software,

and then create the ProCalV5 connection (as described on page 36).

3. Click OK.

4. In the Test Data Source window, click Test Data Source.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

5. When the test is finished, click Done, and then click OK.

6. Click Finish.

FactoryT alk AssetCentre Process Device Configuration Server installer

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

The FactoryT alk AssetCentre Process Device Configuration server must be installed in the same folder as the FactoryTalk AssetCentre server.

T o install the Process Device Configuration server:

1. Follow the on-screen instructions.

2. Click Finish.

3. The Client Package Installer window opens. Click Start.

(This does not install the FactoryTalk AssetCentre client. The Client Package Installer

prepares the server computer to provide FactoryTalk AssetCentre client and agent

installation to other computers via a website rather than the installation disc.)

• • • • •

Using the Windows Firewall Configuration Utility

See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.

If you have a firewall other than Windows Firewall, use the information in “Network requirements” on page 9 and “Additional ports you may have to open” on page 82 to configure your firewall to allow communication through the appropriate ports and with specific processes.

The Windows Firewall Configuration Utility runs whether you are using the firewall or not.

 If your Windows Firewall/Internet Connection Sharing (ICS) service is stopped or is

disabled, the FactoryTalk AssetCentre Windows Firewall Configuration window

indicates this with a red x. Click Continue. The FactoryTalk AssetCentre server

installation is complete.

If you are using a firewall other than Windows Firewall, use the information in

“Network requirements” on page 9 and “Additional ports you may have to open” on

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

page 82 to configure your firewall to allow communication throu gh the appropriate

ports and with specific processes.

 If your Windows Firewall/Internet Connection Sharing (ICS) service is running, the

FactoryTalk AssetCentre W indows Firewall Configuration window indicates this with

a green check mark. Click Start. The Rockwell Software Windows Firewall

Configuration Utility window opens. The list of exceptions (things to allow through

the firewall) generally includes default SQL Server and e-mail ports.

 If no exceptions need to be made, none are listed and the Accept button is

unavailable. In that case, click Exit to close this utility.

 If exceptions are listed, click Accept. On the Confirm Windows Firewall Changes

window make the appropriate selection depending on whether your Windows Firewall will be on or off, and then click OK.

Installing the ProCalV5 server software after the FactoryTalk AssetCentre server

If you have purchased the Calibration Management capability for FactoryTalk AssetCentre, you would normally install the ProCalV5 server software before you install the FactoryTalk AssetCentre server (as described on page 23). However, if you did not install the ProCalV5 server before the FactoryTalk AssetCentre server, you can install it now.

• • • • •

If you installed the ProCalV5 server before you installed the FactoryTalk AssetCentre server, do not install the ProCalV5 server again.

1. Install the ProCalV5 server software as described on page 23.

2. Run the ProCalV5 Data Source Edit Wizard, described next.

Running the ProCalV5 Data Source Edit Wizard

If you installed the ProCalV5 server AFTER you installed the FactoryTalk AssetCentre server, you must run the ProCalV5 Data Source Edit Wizard to connect the ProCalV5 server to FactoryTalk AssetCentre.

This step is not necessary if you installed the ProCalV5 server before you installed the FactoryTalk AssetCentre server.

3 • INSTALLING THE FACTORYTALK ASSETCENTRE SERVER

For this step, you need to know this information from the ProCalV5 server installation:

 The name of the SQL Server for the ProCalV5 database.  The ProCalV5 SQL Server login name (default is pcV5us01) and password.  The name of the ProCalV5 SQL database.

T o connect the ProCalV5 server to FactoryTalk AssetCentre:

1. Click Start > All Programs > Rockwell Software > FactoryTalk AssetCentre

Server > ProCalV5 Data Source Configuration.

2. Follow the on-screen instructions.

• • • • •

Installing FactoryTalk AssetCentre clients

Once you have installed your FactoryTalk AssetCentre server , you can install FactoryT alk AssetCentre clients.

Where to install the FactoryTalk AssetCentre client

Install the client on any computer:

 from which you want to access the FactoryTalk AssetCentre client software (to edit

the representation of your assets, to view logs, to create schedules, to search the logs,

and so on).

 that is capable of running the client software (see “Client computer requirements” on

page 5).

 that is connected to the FactoryTalk AssetCentre server.  that you want to use remotely to manage process device configurations (using the

Field Edition software in conjunction with the Process Device Configuration

capability).

 from which FactoryTalk audits are desired.

The Disaster Recovery capability provides the ability to schedule a comparison between master files and processor program and data files. To 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.

If you have purchased the Calibration Management capability for FactoryTalk AssetCentre, you must also install the ProCalV5 client software on the FactoryTalk AssetCentre client computer. This step comes after you have installed the FactoryTalk AssetCentre client software. See page 49.

Upgrading

Once you have completed upgrading associated Rockwell Software products, follow the instructions in this chapter to upgrade each FactoryTalk AssetCentre client. Instructions particular to upgrading are provided on the screen. Components that are already installed

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

will be skipped. (Once you start the installation, depending on how many components are already installed, it may skip directly to step 20 on page 45.)

Check and install FactoryTalk Services Platform patches

See “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14.

Installing the FactoryTalk AssetCentre client software

The FactoryTalk AssetCentre client provides the user interface for FactoryTalk AssetCentre. It is through the client that you perform tasks such as checking files in and out, creating and running scheduled events, managing and configuring DTMs (if you have the Process Device Configuration capability), and viewing logs. For more information on what you can do with FactoryTalk AssetCentre client software, see the online help (once the client is installed).

Install the FactoryTalk AssetCentre client software on all computers on which you want to use FactoryTalk AssetCentre. The client is not required on the FactoryTalk AssetCentre server computer, but you can install it on the server if desired.

• • • • •

T o install a FactoryTalk AssetCentre client:

1. Log on to the client computer as an administrator or as a user with administrative

privileges.

For example, in Windows Vista you can log on with a Limited User Account (LUA),

but before installing you will be asked to supply administrative credentials.

If your operating system is Windows Vista or later:

a. Insert the FactoryTalk AssetCentre disc into your computer.

b. 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.

c. Click Install FactoryTalk AssetCentre Client.

d. Skip to step 8.

If your operating system is Windows XP or Windows Server 2003:

On the client computer, open Internet Explorer.

3. In the Address field of Internet Explorer, type the following address:

http://servername/rockwellsoftware/assetcentre

where servername is the name of your FactoryTalk AssetCentre server computer.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

For example, if your FactoryTalk AssetCentre server is called MYSERVER, type:

http://MYSERVER/rockwellsoftware/assetcentre

If you are using SSL, then begin with https:// instead.

4. Press Enter.

5. Internet Explorer displays a page from the server that allows you to install the

FactoryTalk AssetCentre client software.

6. Click Install AssetCentre Client on this computer.

If Internet Explorer displays an error message that it can’t connect to the install web page, try

bypassing the proxy for local addresses. Also make sure that IIS is running on the server. For

information on running IIS see “Web page for installing the FactoryTalk AssetCentre client

and agent cannot be displayed” on page 75.

If Internet Explorer displays a warning about opening possibly unsafe content or downloading

possibly unsafe files, try adding the FactoryTalk AssetCentre Web site (URL above) to your

Trusted Sites.

See your Internet Explorer documentation for more information.

7. On the File Download - Security Warning window, click Run (or Open). Do not

attempt to save the installation file—it will not run correctly from your local

computer.

• • • • •

8. The Install FactoryTalk AssetCentre Client window opens. The installer searches the

computer for required components and displays the results in this window. The

installer will not attempt to install components that already exist on the computer.

Components that will be installed are indicated with a computer icon and a checked

box. You cannot select or clear the check boxes in this window.

If you see a red “X” next to one or more components, this means that the installer cannot

determine whether the component should be installed. Contact Technical Support using the

contact information provided on the copyright page at the beginning of this guide.

9. Click Start. Follow the on-screen instructions for the components that need to be

installed. The following sections provide more information about installing these

components.

The installation of some components may require you to restart your computer. If this is the

case and the setup program has not finished installing all of the necessary components, the

setup program will restart the next time you log on to your computer.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

The following components are checked for and installed or configured during the client installation:

 Windows Installer 3.1 v2. If this component is not already installed on your

computer, the setup program will install it. Follow the on-screen installation

instructions. If you are prompted to restart when the installation is complete, close

Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows

before restarting.

 Microsoft .NET Framework 3.5 and 4.0. The FactoryTalk AssetCentre client

requires that Microsoft .NET Framework versions 3.5 and 4.0 be installed on your

computer. If this component is not already installed on your computer, the setup

program will install it. Follow the installation instructions on-screen to install it.

If a message appears asking to restart the computer, select No and then click Start on

the Install FactoryTalk AssetCentre Client window.

 FactoryTalk AssetCentre Upgrade Check. Checks for an existing CPR 7 version of

FactoryTalk AssetCentre. Version 5.00 works with all CPR 9 versions of FactoryTalk

Services Platform and cannot be installed with an existing CPR 7 version of

FactoryTalk AssetCentre. To upgrade, see Chapter 2 “Upgrading from version 2.00

(CPR 7) to 5.00 (CPR 9 SR 6)” beginning on page 12.

• • • • •

 FactoryTalk Services Platform. See “Installing FactoryTalk Services Platform,”

next.

 RSLinx Classic Lite. See step 4 on page 43.  RSLinx Enterprise. See step 11 on page 44.  Patch FTSP. FactoryTalk Services Platform patches are installed depending on

whether FactoryTalk Services Platform is installed on the computer:

 If the computer already has FactoryTalk Services Platform, patches are installed

during the FactoryTalk Services Platform installation (beginning on page 42). This installs the most recent patches at the time the FactoryTalk AssetCentre installation disc was created. More recent patches may be available. If you have not already checked your FactoryTalk Services Platform patches, skip the patch during the installation and see “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14 for more information about validating and installing patches.

 If the computer does not have an existing version of FactoryTalk Services

Platform, no patches are necessary. FactoryTalk Services Platform CPR 9 SR 6 will be installed as part of the FactoryTalk AssetCentre installation.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

If installing on the

server:

Skip to step 4 to

install RSLinx

Classic.

 Check and Configure FTSP. This occurs during the FactoryTalk Services Platform

installation. See the substeps in step 20 on page 45.

 FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre

Common Components installer” on page 45.

 FactoryT alk AssetCentre Client host. See “FactoryTalk AssetCentre client software

installer” on page 46.

 FactoryTalk AssetCentre Calibration Management Client. See “FactoryTalk

AssetCentre Calibration Management client software installer” on page 47.

 FactoryTalk AssetCentre Process Device Configuration Client. See “FactoryTalk

AssetCentre Process Device Configuration client software installer” on page 47.

 Launch Rockwell Windows Firewall Configuration Utility. See “Using the

Windows Firewall Configuration Utility” on page 48. The following sections of this chapter provide installation instructions for these

components. Each installation automatically starts after the previous one. If you are installing the client on the FactoryTalk AssetCentre server computer, the server

computer will already have Windows Installer, Microsoft .NET Framework, FactoryTalk Services Platform, and FactoryTalk AssetCentre Common Components installed. The installation program automatically skips the existing components. Skip those sections in the instructions that follow.

• • • • •

Installing FactoryTalk Services Platform

See “Installing the FactoryTalk AssetCentre client software” on page39 for the steps to get to this part of the installation.

By default, all members of the Administrators group on the computer on which you are installing the FactoryTalk Services Platform are added to the Administrators group in the FactoryTalk Directory.

1. Follow the on-screen installation instructions to install the platform. If FactoryTalk

Services Platform 2.10.00 or later is already installed on your computer, go to step 4.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

2. When you are asked whether you want to install the FactoryTalk Administration

Console, be sure the check box is selected (you will need the console to help you

configure the FactoryTalk Directory). Continue to follow the on-screen instructions.

If you receive an error message indicating that an attempt to configure the Windows Firewall

Configuration Utility failed, click OK and continue. The Windows Firewall will be configured

later.

3. Click Finish on the InstallShield Wizard for the FactoryTalk Services Platform. If you

are prompted to restart your computer for configuration changes made to FactoryTalk

Services Platform to take effect, click No to restart later. Follow the on-screen

instructions to continue the installation.

If you have RSLinx Classic version 2.53 or later installed on your computer, the installation

program skips to step 11.

4. Click Required Steps on the RSLinx Classic Welcome Page.

5. Click Install RSLinx Classic on the Welcome to RSLinx Classic window. Click Run

on the Open File - Security Warning window.

RSLinx Classic allows you to connect to Rockwell Automation control hardware.

RSLinx Classic is required even if you have RSLinx Enterprise. If RSLinx Classic is

not installed on the client computer, the installation program for the FactoryTalk

AssetCentre client will install RSLinx Classic Lite. RSLinx Classic Lite does not

support connections through OPC. For more information about RSLinx Classic, see

the RSLinx Classic documentation.

• • • • •

6. Follow the on-screen instructions. In the Customer Information page of the

installation wizard, enter your user name, organization name, and any ten digit

number. Then click Next.

7. In the Standard Setup page, select the components of the software you want to install

and to change the folder where the software is installed. We advise that you install all

of the components. Change the settings on this page as desired, and then click Next.

8. Continue following the on-screen instructions to complete the installation.

If you receive a warning indicating that the software you are installing has not passed

Windows Logo testing to verify its compatibility with the Windows version, click Continue

Anyway.

9. On the InstallShield Wizard Completed window, click Finish.

10. Click Exit on the RSLinx Classic installation menu.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

If installing on the

server:

Skip to step 20.

RSLinx Enterprise

has already been

installed.

Windows Vista

users:

See Answer ID 60058

in the Rockwell

Software

Knowledgebase for

important instructions

on patching

FactoryTalk Services

Platform on Windows

Vista.

If you already have RSLinx Enterprise version 5.00.00 or later installed on your computer, the

installation program skips to step 18. RSLinx Enterprise is required for your FactoryTalk

AssetCentre system to communicate with PanelView Plus operator interfaces.

11. Click Install RSLinx Enterprise on the Welcome to FactoryTalk Services window.

12. Click Install RSLinx Enterprise on the Install RSLinx Enterprise window.

13. Follow the on-screen instructions.

14. In the Setup Type page of the installation wizard, select Standard Feature Set

Installation, and then click Next.

15. Continue following the on-screen instructions to complete the installation.

16. On the InstallShield Wizard Completed window, click Finish.

17. Click Exit on the RSLinx Enterprise installation menu.

If you have FactoryTalk Services Platform and you have already checked for

18.

and installed FactoryTalk Services Platform patches

(see “Before you begin,

check and install FactoryTalk Services Platform and FactoryTalk View patches” on

page 14), click Finish and skip to step 20.

• • • • •

If you have FactoryTalk Services Platform and you have NOT already

installed patches, do so now according to the instructions on the FactoryTalk

Services Platform Patch Installation window.

a. A command prompt window opens while each patch is being installed. When

processing in the command prompt completes, ignore the message to reboot your computer and close the command prompt window.

b. Install the next patch, closing the command prompt window when that patch is

finished.

c. When the last patch has been installed, close the last command prompt and click

Finish on the FactoryTalk Services Platform Patch Installation window. A message informs you that the system will restart. Click OK.

d. Once the computer has restarted, the Install FactoryTalk AssetCentre Client

window will be displayed. Click Start to proceed with the installation.

19. The FactoryTalk Services Platform Patch Installation window reappears. Click Finish.

Respond to the FactoryTalk Directory Server Configuration window, explained in step 20,

with care. Correctly identifying the FactoryTalk Directory is essential to a properly functioning

system.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

If installing on the

server:

Skip to the next

section. The

common

components have

already been

installed.

20. After the system checks the FactoryTalk Services Platform configuration, you will see

a window with a stop sign on it. The purpose of this window is to set the location of

the FactoryTalk Directory. If the computer on which you are installing the software is

also the computer that will be the FactoryTalk Directory server , click Continue and go

on to step 21. If the FactoryTalk Directory server is on a different computer, click

Select FactoryTalk Directory Server and continue with the instructions below.

a. The utility may ask you to log on to FactoryTalk. Log on with your W indows

administrator username and password. (As mentioned earlier, members of the Windows Administrators user group were automatically added to the FactoryTalk Directory.)

b. In the FactoryTalk Directory Server Location Utility window, click the browse

button next to the Computer hosting directory server field.

c. In the next window , select Remote computer. Type the name of your FactoryTalk

Directory Server in the field, or click the browse button next to the field to browse for the server.

d. Once you have the name of the FactoryTalk Directory Server in the field, click

OK, and then click OK again.

• • • • •

e. Click OK on the message telling you to restart the computer. The software

attempts a connection to the FactoryTalk Directory Server. You may be asked to log on to the new FactoryTalk Directory server. If you are, enter the username and password for the Network Directory server administrator on the FactoryTalk Directory Server (not the local FactoryTalk Network Directory), and then click OK.

21. When you see a checklist window showing that the FactoryTalk Services Platform

components were all installed and configured, click Continue. This will proceed to

the next segment of the FactoryTalk AssetCentre client installation.

FactoryTalk AssetCentre Common Components installer

See “Installing the FactoryTalk AssetCentre client software” on page39 for the steps to get to this part of the installation.

T o install the common components:

1. Follow the on-screen instructions.

2. When asked to restart your computer, click Yes.

3. If you see messages indicating that the firewall has blocked a program, select

Unblock on each message.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

FTER RESTARTING

1. Click Start on the Install FactoryTalk AssetCentre Client window.

2. Click Finish on the FactoryTalk Services Platform Patch Installation window.

3. Depending on your FactoryTalk Directory setting, you may see the stop sign window

again about how to set the FactoryTalk Directory. See step 20 on page 45 to make the

appropriate choice.

4. Click Continue on the Check FactoryTalk Services Platform Configuration window.

FactoryTalk AssetCentre client software installer

See “Installing the FactoryTalk AssetCentre client software” on page39 for the steps to get to this part of the installation.

• • • • •

After the setup program checks your FactoryTalk Services Platform installation, it starts the installation for the FactoryTalk AssetCentre client software.

1. Follow the on-screen instructions to install the FactoryTalk AssetCentre client until

you get to the Custom Setup page of the installation wizard.

2. The Custome Setup page asks which features of FactoryTalk AssetCentre client you

want to install. If you have Siemens S5 or S7 processors, you may also need to install

the 3rd party editor integration features.

T o intall the 3rd party editor integration features, click the icon for the feature you

want to install and then click This feature will be installed on local hard drive. The

other icons should have a red X indicating that they will not be installed.

Currently, FactoryTalk AssetCentre supports the integration of the following editors:

 Step 7 Version 5.4

 Step 5 Version 7.x

 S5 for Windows

 ACCON-PG

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

 PG-2000

To successfully integrate the S5 or S7 editors, you must install the editors before the FactoryTalk Asset Centre installation. Otherwise, you may receive an information message indicating that the required file for the installed editor could not be found and the editor could not be integrated.

3. Follow the on-screen instructions to complete the FactoryTalk AssetCentre client

installation. When finished, there may be a short delay before you see the FactoryTalk AssetCentre

Calibration Management client installer start.

FactoryTalk AssetCentre Calibration Management client software installer

See “Installing the FactoryTalk AssetCentre client software” on page39 for the steps to get to this part of the installation.

The FactoryT alk AssetCentre Calibration Management client must be installed in the same folder as the FactoryTalk AssetCentre client.

• • • • •

After the FactoryTalk AssetCentre client is installed, the FactoryTalk AssetCentre Calibration Management client installation begins.

1. On the Install FactoryTalk AssetCentre Calibration Management Client window, click

Next.

2. Follow the on-screen instructions to install the FactoryTalk AssetCentre Calibration

Management client. When finished, there may be a short delay before you see the FactoryTalk AssetCentre

Process Device Configuration client installer start.

FactoryTalk AssetCentre Process Device Configuration client software installer

See “Installing the FactoryTalk AssetCentre client software” on page39 for the steps to get to this part of the installation.

The FactoryTalk AssetCentre Process Device Configuration client must be installed in the same folder as the FactoryTalk AssetCentre client.

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

After the FactoryTalk AssetCentre Calibration Management client is installed, the FactoryTalk AssetCentre Process Device Configuration client installation begins. This installs the client component of the Process Device Configuration capabiltiy and the Field Edition software.

1. On the Install FactoryTalk AssetCentre Process Device Configuration Client window,

click Next.

2. Follow the on-screen instructions to install the FactoryTalk AssetCentre Process

Device Configuration client.

3. If asked to restart your computer, click Yes.

FTER RESTARTING

1. Click Start on the Install FactoryTalk AssetCentre Client window.

• • • • •

2. Click Finish on the FactoryTalk Services Platform Patch Installation window if it

opens.

3. Depending on your FactoryTalk Directory setting, you may see the stop sign window

again about how to set the FactoryTalk Directory. See step 20 on page 45 to make the

appropriate choice.

4. Click Continue on the Check FactoryTalk Services Platform Configuration window.

Using the Windows Firewall Configuration Utility

See “Installing the FactoryTalk AssetCentre client software” on page39 for the steps to get to this part of the installation.

The Windows Firewall Configuration Utility runs whether you are using the firewall or not.

 If your Windows Firewall/Internet Connection Sharing (ICS) service is stopped or is

disabled, the FactoryTalk AssetCentre Windows Firewall Configuration window will

indicate this with a red x. Click Continue. The FactoryTalk AssetCentre server

installation is complete.

If you are using a firewall other than Windows Firewall, use the information in

“Network requirements” on page 9 and “Additional ports you may have to open” on

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

page 82 to configure your firewall to allow communication throu gh the appropriate

ports and with specific processes.

 If your Windows Firewall/Internet Connection Sharing (ICS) service is running, the

FactoryTalk AssetCentre W indows Firewall Configuration window indicates this with

a green check mark. Click Start. The Rockwell Software Windows Firewall

Configuration Utility window opens. The list of exceptions (things to allow through

the firewall) generally includes default SQL Server and e-mail ports.

 If no exceptions need to be made, none will be listed and the Accept button will be

unavailable. In that case, click Exit to close this utility.

 If exceptions are listed, click Accept. On the Confirm Windows Firewall Changes

window make the appropriate selection depending on whether your Windows Firewall will be on or off, and then click OK.

Checking to see if the client is installed correctly

To check if the client is correctly installed and connected to the FactoryTalk AssetCentre server, start the client. Click Start > All Programs > Rockwell Softwar e > FactoryTalk AssetCentre Client > AssetCentre Client.

• • • • •

When the client runs, it checks the server for the latest version of the client software and displays a message if the client software is not the latest version (“The client and server versions are incompatible”). To update the client software, follow the steps in “Installing the FactoryTalk AssetCentre client software” on page 39.

For information on getting started with the software, see the online help.

Installing the ProCalV5 client sof tware

If you have purchased the Calibration Management capability for FactoryTalk AssetCentre, install the ProCalV5 client software on the FactoryTalk AssetCentre client computer. This step comes after you have installed the FactoryTalk AssetCentre client software.

To install the ProCalV5 client:

1. Log on to the client computer as an administrator or as a user with administrative

privileges.

2. Insert the FactoryTalk AssetCentre disc into your computer.

3. 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.

4. Click Install ProCalV5.

5. Click Product Documentation on the ProCalV5 install screen.

6. In the window that opens, open the Installation Guide folder.

7. Open and review the ProCalV5 Installation Guide. Use Microsoft Word to read the

guide. Close the window.

8. Click Client Setup.

9. Follow the on-screen instructions for the installation.

10. After you install the ProCalV5 client, the ProCalV5 Client Configuration Assistant

window opens. This assistant creates the client connection to the ProCalV5 database

server. Click Next.

11. In the Specify CFG File window, click Change.

12. Open the Client Connection File folder, select PROCAL55S.CFG, and then click

Open. Follow the on-screen instructions to continue.

Installing DTMs

Install DTMs only if you have purchased the Process Device Configuration capability for FactoryTalk AssetCentre.

• • • • •

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

DTM stands for “Device Type Manager.” It is a software component for devices that contains device information and configuration parameters for that device. If you have purchased the Process Device Configuration capability, install DTMs for the devices you use on every client computer that will communicate with the device.

The device manufacturer provides the DTM for the device. Follow the manufacturer’s instructions to install the DTM.

After you have installed DTMs on the client computers, update the DTM Catalog on every client computer. For information about how to do this, see the FactoryTalk AssetCentre online help.

Installing Rockwell Automation DTMs

Rockwell Automation provides some device and communications DTMs on a separate disc from the FactoryTalk AssetCentre installation. These include communication DTMs and device DTMs. The communication DTMs provided are for use with Rockwell Automation connectivity products. For example, the RSLinx 1756 DTM routes communication between a computer and the backplane of a ControlLogix 1756 chassis. The iDTM is a generic device DTM for use with HART or FOUNDATION fieldbus protocol devices that do not come with a DTM. The iDTM is limited in that it may not

4 • INSTALLING FACTORYTALK ASSETCENTRE CLIENTS

have all the parameters and functions specific to the physical device. The iDTM is only available to go online with the device and does not support an offline mode.

To install a Rockwell Automation DTM:

1. Insert the FactoryTalk AssetCentre Device Type Manager (DTM) Libraries disc into

the client computer.

2. The installation menu should open automatically. If it does not, open the disc in My

Computer and then run the Setup.exe program. We recommend reading the Release

Notes before continuing.

3. From the installation menu, select the protocol type for the DTM you want to install.

4. Select the appropriate library menu item for the DTM you want to install.

5. Follow the on-screen instructions to complete the installation.

6. Perform these steps on every client computer according to the following table.

Install... If...

the iDTM for HART the computer will communicate with a HART device that lacks its

own DTM

the iDTM for FOUNDATION Fieldbus

a communications DTM the DTM network includes Rockwell Automation devices or

the computer will communicate with a FOUNDATIO N Fieldbus device that lacks its own DTM

gateways

• • • • •

Running Process Device Configuration Field Edition

T o run Field Edition, click Start > All Programs > Rockwell Software > FactoryTalk AssetCentre Client > PDC Field Edition.

Installing FactoryTalk AssetCentre agents

The Search feature, as well as purchased capabilities, such as the Disaster Recovery capability, require the use of agents to perform scheduled operations. Agents are programs that communicate with the FactoryTalk AssetCentre server and perform scheduled tasks on behalf of the FactoryTalk AssetCentre server. Agents allow work to be distributed and shared among multiple computers to spread processing load and speed up operations. When a server needs an agent to perform a task, it locates the computer running the operation and assigns the task to that agent. The agent then reports the task’s completion to the server.

For FactoryTalk AssetCentre version 5.00, only the Disaster Recovery capability and Search feature use agents.

These agents can be installed on the computer running the FactoryTalk AssetCentre server, on computers running the FactoryTalk AssetCentre client, or on any other computer that meets the system requirements and is connected to the FactoryTalk AssetCentre server. See “Agent computer requirements” on page 7 for agent computer requirements.

Where to install FactoryTalk AssetCentre agents

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.

If you intend to perform a large number of Disaster Recovery operations, you can install the Disaster Recovery agent on up to five computers on your network to help spread out the processing load. Contact Rockwell Automation if you need to install the agent on more than five computers.

How do you know if you need more Disaster Recovery agents? If scheduled operations are taking longer than desired to complete, then install more Disaster Recovery agents. T o estimate the number of necessary FactoryTalk AssetCentre agents in your system, see Answer ID 106118 at

http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_ adp.php?p_faqid=106118.

If your system uses PanelView Plus operator interfaces, you must install RSLinx Enterprise and the FactoryTalk View ME Transfer Utility software on every agent computer in the system. RSLinx Enterprise must be version 5.00.00 or later. FactoryTalk

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

View ME Transfer Utility is a separate installation. The installation is included on the FactoryTalk AssetCentre installation disc in ME Transfer Utility\METUSetup.exe.

Also, for Disaster Recovery functions, the agent computer MUST have the appropriate RSLogix family software for your devices.

Upgrading

Once you have completed upgrading associated Rockwell Software products, follow the instructions in this chapter to upgrade each FactoryTalk AssetCentre agent. Instructions particular to upgrading are provided on the screen. Components that are already installed will be skipped. (Once you start the installation, depending on how many components are already installed, it may skip directly to step 20 on page 59.)

Check and install FactoryTalk Services Platform patches

• • • • •

See “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14.

Installing the FactoryTalk AssetCentre Disaster Recovery agent

You must have the appropriate RSLogix family software for your devices installed on the agent computer to run Disaster Recovery schedules.

T o install the FactoryTalk AssetCentre Disaster Recovery agent:

1. Log on to the agent computer as an administrator or as a user with administrative

privileges.

If your operating system is Windows Vista or later:

a. Insert the FactoryTalk AssetCentre disc into your computer.

b. 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.

c. Click Install FactoryTalk AssetCentre Agents.

d. Skip to step 7.

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

If your operating system is Windows XP or Windows Server 2003:

On the agent computer, open Internet Explorer.

3. In the Address field of Internet Explorer, type the following address:

http://servername/rockwellsoftware/assetcentre

where servername is the name of your FactoryTalk AssetCentre server computer.

For example, if your FactoryTalk AssetCentre server is called MYSERVER, type:

http://MYSERVER/rockwellsoftware/assetcentre

If you are using SSL, then begin with https:// instead.

4. Press Enter.

5. Internet Explorer displays a page from the server that allows you to install the

FactoryTalk AssetCentre agent software.

Click Install AssetCentre Agents on this computer.

If Internet Explorer displays an error message that it can’t connect to the install web page, try

bypassing the proxy for local addresses. Also make sure that IIS is running on the server. For

information on running IIS see “Web page for installing the FactoryTalk AssetCentre client

and agent cannot be displayed” on page 75.

If Internet Explorer displays a warning about opening possibly unsafe content or downloading

possibly unsafe files, try adding the FactoryTalk AssetCentre Web site (URL above) to your

Trusted Sites.

See your Internet Explorer documentation for more information.

• • • • •

6. On the File Download - Security Warning window, click Run (or Open). Do not

attempt to save the installation file—it will not run correctly from your local

computer.

7. The Install FactoryTalk AssetCentre Agents window opens. The installer searches the

computer for required components and displays the results in this window. The

installer will not install components that already exist on the computer. Components

that will be installed are indicated with a computer icon and a checked box. You

cannot select or clear the checkboxes in this window.

If you see a red “X” next to one or more components, this means that the installer cannot

determine whether the component should be installed. Contact Technical Support using the

contact information provided on the copyright page at the beginning of this guide.

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

8. Click Start. Follow the on-screen instructions for the components that need to be

installed. The following sections provide more information about installing these

components.

The installation of some components may require you to restart your computer. If this is the

case and the setup program has not finished installing all of the necessary components, the

setup program will restart the next time you log on to your computer.

The following components are checked for and installed or configured during the agent installation:

 Windows Installer 3.1 v2. If this component is not already installed on your

computer, the setup program will install it. Follow the on-screen installation

instructions. If you are prompted to restart when the installation is complete, close

Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows

before restarting.

 Microsoft .NET Framework 3.5 and 4.0. The Disaster Recovery agent requires that

Microsoft .NET Framework versions 3.5 and 4.0 be installed on the agent computer. If

this component is not already installed, the setup program will install it. Follow the

installation instructions on-screen to install it.

• • • • •

 FactoryTalk AssetCentre Upgrade Check. Checks for an existing CPR 7 version of

FactoryTalk AssetCentre. Version 5.00 works with all CPR 9 versions of FactoryTalk

Services Platform and cannot be installed with an existing CPR 7 version of

FactoryTalk AssetCentre. To upgrade, see Chapter 2 “Upgrading from version 2.00

(CPR 7) to 5.00 (CPR 9 SR 6)” beginning on page 12.

 FactoryTalk Services Platform. See “Installing FactoryTalk Services Platform” on

page 56.

 RSLinx Classic Lite. See step 4 on page 57.  RSLinx Enterprise. See step 11 on page 58.  Patch FTSP. FactoryTalk Services Platform patches are installed depending on

whether FactoryTalk Services Platform is installed on the computer:

 If the computer already has FactoryTalk Services Platform, patches are installed

during the FactoryTalk Services Platform installation (beginning on page 56). This installs the most recent patches at the time the FactoryTalk AssetCentre installation disc was created. More recent patches may be available. If you have not already checked your FactoryTalk Services Platform patches, skip the patch during the installation and see “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14 for more information about validating and installing patches.

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

If installing on the

server:

Skip to step 4 to

install RSLinx

Classic.

If installing on a

client:

Skip to step 18 to

install patches.

 If the computer does not have an existing version of FactoryTalk Services

Platform, no patches are necessary. FactoryTalk Services Platform version CPR 9 SR 5 will be installed as part of the FactoryTalk AssetCentre installation.

 Check and Configure FTSP. This occurs during the FactoryTalk Services Platform

installation. See the substeps in step 20 on page 59.

 FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre

Common Components installer” on page 59.

 FactoryTalk AssetCentre RA Disaster Recovery Agent. See “FactoryTalk

AssetCentre RA Disaster Recovery Agent installer” on page 60

 FactoryTalk AssetCentre Agent Host. See “FactoryTalk AssetCentre Agent

installer” on page 60.

 RSLogix 5000 Compare v3. See “RSLogix 5000 Compare installer” on page 61.  Launch Rockwell Windows Firewall Configuration Utility. See “Using the

Windows Firewall Configuration Utility” on page 61. The following sections of this chapter provide installation instructions for these

components. Each installation automatically starts after the previous one.

• • • • •

If the computer already has the FactoryTalk AssetCentre server or client installed on it, then the computer will already have everything installed except the FactoryTalk AssetCentre Disaster Recovery agent, the FactoryTalk AssetCentre Agent Host, and RSLogix 5000 Compare. The installation program automatically skips the existing components. Skip those sections in the instructions that follow.

Installing FactoryTalk Services Platform

See “Installing the FactoryT alk AssetCentre Disaster Recovery agent” on page 53 for the steps to get to this part of the installation.

FactoryTalk AssetCentre depends on the Rockwell Software FactoryTalk Services Platform to function. If the platform is not installed on the agent computer (or if the correct version is not installed), the setup program will install it. If you have a previous version of the platform installed, you may need to uninstall it before continuing (the setup program will inform you if this is the case).

By default, all members of the Administrators group on the computer on which you are installing the FactoryTalk Services Platform are added to the Administrators group in the FactoryTalk Directory.

1. Follow the on-screen installation instructions to install the platform. If FactoryTalk

Services Platform 2.10.00 or later is already installed on your computer, go to step 4.

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

2. When you are asked whether you want to install the FactoryTalk Administration

Console, be sure the check box is selected (you will need the console to help you

configure the FactoryTalk Directory). Continue to follow the on-screen instructions.

3. Click Finish on the InstallShield Wizard for the FactoryTalk Services Platform. If you

are prompted to restart your computer for configuration changes made to FactoryTalk

Services Platform to take effect, click No to restart later. Follow the on-screen

instructions to continue the installation.

If you have RSLinx Classic version 2.53 or later installed on your computer, the installation

program skips to step 11.

4. Click Required Steps on the RSLinx Classic Welcome Page.

5. Click Install RSLinx Classic on the Welcome to RSLinx Classic window. Click Run

on the Open File - Security Warning window. You must install RSLinx Classic to

successfully complete the RA Disaster Recovery agent installation.

RSLinx Classic allows you to connect to Rockwell Automation control hardware.

RSLinx Classic is required even if you have RSLinx Enterprise. If RSLinx Classic is

not installed on the client computer, the installation program for the FactoryTalk

AssetCentre client will install RSLinx Classic Lite. RSLinx Classic Lite does not

support connections through OPC. For more information about RSLinx Classic, see

the RSLinx Classic documentation.

• • • • •

If you have RSLinx Classic (version 2.54 or later) installed on your computer, you do

not need to install this component (and the FactoryTalk AssetCentre client installation

program will not ask you to install it).

6. Follow the on-screen instructions. In the Customer Information page of the

installation wizard, enter your user name, organization name, and any ten digit

number. Then click Next.

7. The Standard Setup page allows you to select the components of the software you

want to install and to change the folder where the software is installed. W e advise that

you install all of the components. Change the settings on this page as desired, and then

click Next.

8. Continue following the on-screen instructions to complete the installation.

If you receive a warning indicating that the software you are installing has not passed

Windows Logo testing to verify its compatibility with the Windows version, click Continue

Anyway.

9. On the InstallShield Wizard Completed window, click Finish.

10. Click Exit on the RSLinx Classic installation menu.

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

If installing on the

server:

Skip to step 20.

RSLinx Enterprise

has already been

installed.

If you already have RSLinx Enterprise version 5.00.00 or later installed on your computer, the

installation program skips to step 18. RSLinx Enterprise is required for your FactoryTalk

AssetCentre system to communicate with PanelView Plus operator interfaces.

11. Click Install RSLinx Enterprise on the Welcome to FactoryTalk Services window.

12. Click Install RSLinx Enterprise on the Install RSLinx Enterprise window.

13. Follow the on-screen instructions.

14. In the Setup Type page of the installation wizard, select Standard Feature Set

Installation, and then click Next.

15. Continue following the on-screen instructions to complete the installation.

16. On the InstallShield Wizard Completed window, click Finish.

17. Click Exit on the RSLinx Enterprise installation menu.

If you have FactoryTalk Services Platform and you have already checked for

18.

and installed FactoryTalk Services Platform patches

(see “Before you begin,

check and install FactoryTalk Services Platform and FactoryTalk View patches” on

page 14), click Finish and skip to step 20.

• • • • •

If you have FactoryTalk Services Platform and you have NOT already

installed patches, do so now according to the instructions on the FactoryTalk

Services Platform Patch Installation window.

a. A command prompt window opens while each patch is being installed. When

processing in the command prompt completes, ignore the message to reboot your computer and close the command prompt window.

b. Install the next patch, closing the command prompt window when that patch is

finished.

c. When the last patch has been installed, close the last command prompt and click

Finish on the FactoryTalk Services Platform Patch Installation window. A message informs you that the system will restart. Click OK.

d. Once the computer has restarted, the Install FactoryTalk AssetCentre Agent

window will be displayed. Click Start to proceed with the installation.

19. The FactoryTalk Services Platform Patch Installation window reappears. Click Finish.

Respond to the FactoryTalk Directory Server Configuration window, explained in step 20,

with care. Correctly identifying the FactoryTalk Directory is essential to a properly functioning

system.

5 • INSTALLING FACTORYTALK ASSETCENTRE AGENTS

If installing on the

server or a client: