Rockwell Automation FactoryTalk AssetCentre Machine Edition Installation Manual

INTEGRATED PRODUC TION & PERFORMANCE SUITE
Asset Management
AssetCentre Machine Edition
INSTALLATION MANUAL
PUBLICATION FTACME-IN002A-EN-E–January 2009
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Copyright Notice
Trademark Notices
Other Trademarks
Warranty
© 2009 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation
Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.
Allen-Bradley, ControlLogix, eProcedure, FactoryTalk, Rockwell Automation, Rockwell Software, RSLinx, RSView, and the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc.
The following logos and products are trademarks of Rockwell Automation, Inc.: RSBizWare, the RSBizWare logo, RSBizWare Batch, FactoryTalk Batch, RSBizWare BatchCampaign, RSBizWare
BatchHistorian, FactoryTalk Historian Classic for Batch, RSBizWare Historian, FactoryTalk Historian Classic, RSBizWare MaterialTrack, and RSLoop Optimizer.
Any Rockwell software or hardware not mentioned here are also trademarks, registered or otherwise, of Rockwell Automation Technologies, Inc.
ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
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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 meeting every 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 any time without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.
Document version: 2.21.02 Modified: December 9, 2008 5:10 pm

Contents

1 Introduction 1
Optional upgrades with CPR 9 SR 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Location of upgrade setup files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the documentation set (or, Where do I start?) . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Network requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 Installing FactoryTalk AssetCentre Machine Edition 7
FactoryTalk AssetCentre Machine Edition must use a separate FactoryTalk Directory
from all other software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Installing Internet Information Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing Microsoft SQL Server 2005 Express Edition. . . . . . . . . . . . . . . . . . . . . . . . 9
Installing Microsoft SQL Server Management Studio Express . . . . . . . . . . . . . . 10
Installing FactoryTalk Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding activations in the future . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing the FactoryTalk Activation server and activating the software . . . . . . 12
Installing FactoryTalk AssetCentre Machine Edition software . . . . . . . . . . . . . . . . . 13
Installing FactoryTalk Services Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
FactoryTalk AssetCentre server installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
FactoryTalk AssetCentre Common Components installer . . . . . . . . . . . . . . . . . . 18
FactoryTalk AssetCentre Client installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Installing RSLinx Classic Lite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
FactoryTalk AssetCentre Agent installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
RSLogix 5000 Compare installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Installing RSLinx Enterprise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using the Windows Firewall Configuration Utility . . . . . . . . . . . . . . . . . . . . . . . 21
Set Microsoft SQL Server Express Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3 Configuring FactoryTalk AssetCentre Machine Edition 23
Configuring for security-enabled RSLogix programming software. . . . . . . . . . . . . . 23
If operating in a Windows domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
If operating in a Windows workgroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding users to the FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Configuring feature security for FactoryTalk AssetCentre users . . . . . . . . . . . . . . . . 26
Starting FactoryTalk AssetCentre Machine Edition. . . . . . . . . . . . . . . . . . . . . . . . . . 29
i
FACTORYTALK ASSETCENTRE MACHINE EDITION INSTALLATION GUIDE
• • • • •
4 Troubleshooting FactoryTalk AssetCentre Machine Edition in-
stallation 31
General installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
A red x appears next to an item to be installed. . . . . . . . . . . . . . . . . . . . . . . . . . . 31
A “Program Maintenance” window appears while installing . . . . . . . . . . . . . . . 31
Server installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
SQL collation error encountered during database installation . . . . . . . . . . . . . . . 31
Unable to log on to SQL Server Express during server installation. . . . . . . . . . . 32
Starting FactoryTalk AssetCentre Machine Edition. . . . . . . . . . . . . . . . . . . . . . . . . . 32
“Cannot initialize application eventing subsystem” or “No connection could be
made because the target machine actively refused it” appears when starting the
software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
“At least one service or driver failed during system startup. Use Event Viewer to
examine the event log for details” appears when starting the software . . . . . . 32
Other errors starting the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
A Reference 35
Additional ports you may have to open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Index 39
ii
1

Introduction

FactoryTalk® AssetCentre Machine Edition version 2.21.02 is a workstation version of the FactoryTalk AssetCentre product. It can operate on only one computer. FactoryTalk AssetCentre Machine Edition 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 for Rockwell Automation® devices that verifies
your devices’ program and configuration files against protected master files, ensuring quick and accurate recovery if a problem should occur.
monitoring FactoryTalk-enabled software products and logging system events and
user actions (recorded in the Event log and Audit log respectively).
managing device files.
FactoryTalk AssetCentre Machine Edition uses FactoryTalk Services Platform to provide seamless connectivity with other FactoryTalk-enabled software. Users are defined in FactoryTalk Directory; access to actions within the FactoryTalk AssetCentre system is controlled with FactoryTalk Security.

Optional upgrades with CPR 9 SR 1

FactoryTalk AssetCentre Machine Edition provides optional upgrades from CPR 9 to CPR 9 SR 1 for these software products used by FactoryTalk AssetCentre Machine Edition:
FactoryTalk Activation
FactoryTalk Services Platform
RSLinx® Classic Lite
RSLinx Enterprise
If you already have the CPR 9 version of these products installed, you do not need to reinstall them or upgrade them. FactoryTalk AssetCentre Machine Edition works with both CPR 9 and CPR 9 SR 1 versions of these products.
If you want to upgrade them to CPR 9 SR 1, you must do so manually by running setup.exe for the product on the installation disc. We recommend that you do this before installing FactoryTalk AssetCentre Machine Edition.
1
FACTORYTALK ASSETCENTRE MACHINE EDITION INSTALLATION GUIDE
• • • • •
If you do not have these products installed, FactoryTalk AssetCentre Machine Edition will automatically install the CPR 9 SR 1 version.
An optional upgrade is also provided for RSLogix 500, available on the FactoryTalk AssetCentre Machine Edition installation disc.

Location of upgrade setup files

The setup files for the optional upgrades are available on the FactoryTalk AssetCentre Machine Edition installation disc.
This product’s setup.exe file Is located in this folder
FactoryTalk Activation FTActivation\autorun.exe
FactoryTalk Services Platform Server\Packages\ClientPrep\
FTAP\setup.exe
RSLinx Classic Lite Server\Packages\ClientPrep\
RSLinxClassic\setup.exe
RSLinx Enterprise Server\Packages\ClientPrep\
RSLinxEnterprise\setup.exe
RSLogix 500 Additional Software\Rockwell CPR9\
RSLogix 500\setup.exe

About the documentation set (or, Where do I start?)

The documentation set includes:
FactoryTalk AssetCentre Machine Edition Installation Guide (Document ID
FTACME-IN002A-EN-E). Use this manual to install the FactoryTalk AssetCentre system.
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 Machine Edition administrators and IT professionals. To perform many of the tasks described in this book, you need to log on to the computer onto which you are installing software as an Administrator (or log on using an account that has administrative privileges).
2
We assume you are familiar with:
Microsoft
®
Windows® operating systems including basic Windows networking and
administration tasks
Microsoft SQL Server Express 2005
RSLinx™ communication software
Rockwell Software programming tools for programmable logic controllers
control networks such as DeviceNet and programmable logic controllers such as
®
PLC-5
processors
Instructions in this manual are written for Windows XP Professional. When instructions vary slightly for different operating systems, only instructions for Windows XP Professional are given.
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.

System requirements

• • • • •
1 INTRODUCTION
The FactoryTalk AssetCentre Machine Edition computer must meet the following minimum requirements. FactoryTalk AssetCentre does not support 64-bit Windows operating systems. Only 32-bit versions of Windows operating systems are supported.
3
FACTORYTALK ASSETCENTRE MACHINE EDITION INSTALLATION GUIDE
• • • • •
The operating system can be in English, Portuguese, French, Spanish, Italian, German, Japanese, Korean, or Chinese.
Hardware Software
PC with 1.8 GHz or higher processor
clock speed recommended. Intel Pentium/Celeron family, or AMD K6/Athlon/Duron family, or compatible processor recommended
CD-ROM or DVD drive1 GB of RAM (more, depending on
application requirements)
3 GB of free hard disk space (more,
depending on application requirements), and an additional 4 GB of free hard disk space for data. (Microsoft SQL Server 2005 Express has a data limit of 4 GB.)
Graphics adapter capable of a minimum
resolution of 1024 x 768 pixels
Keyboard and pointing device (mouse)Network adapter card
Windows XP Professional (with Service Pack 2), or
Windows Server 2003 R2 with Service Pack 2 or higher
Microsoft SQL Server 2005 Express Edition
(included)
Microsoft SQL Server Management Studio ExpressRSLogix 5 or RSLogix 500 version 7.30 or higher, or
RSLogix 5000 version 12 or higher, or any other version released as part of CPR 9 or CPR 9 SR 1.*
RSLinx Classic Lite 2.53.00 (CPR 9) or 2.54.00 (CPR
9 SR 1) (included)
RSLinx Enterprise version 5.00.00 or higher if your
system includes PanelView Plus operator interfaces (included)
FactoryTalk View ME if your system includes
PanelView Plus operator interfaces
DriveExecutive™ software if your system includes
Rockwell Automation drives
*For Disaster Recovery functions, the appropriate RSLogix programming software for your devices MUST be installed.
Instructions in this manual are written for Windows XP Professional.

Network requirements

Your Microsoft Windows network must use the TCP/IP protocol.
4
1 INTRODUCTION
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 Machine Edition
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 35.
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FACTORYTALK ASSETCENTRE MACHINE EDITION INSTALLATION GUIDE
• • • • •
6
2

Installing FactoryTalk AssetCentre Machine Edition

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).
Setting up FactoryTalk AssetCentre Machine Edition requires installing and configuring several software packages. These are listed on the installation menu. The FactoryTalk AssetCentre Machine Edition installation step in the menu launches a series of software installations and utilities.

FactoryTalk AssetCentre Machine Edition must use a separate FactoryTalk Directory from all other software

Install all components for FactoryTalk AssetCentre Machine Edition on the same computer, including FactoryTalk Directory and FactoryTalk Activation server. If you are installing more than one FactoryTalk AssetCentre Machine Edition workstation, install all the components on each workstation. If you are using enterprise software, such as FactoryTalk View Site Edition or FactoryTalk Historian Site Edition, that uses a centralized FactoryTalk Directory and FactoryTalk Activation server, install these components on each workstation computer for use only by the workstation (see following drawing). In other words, consider each FactoryTalk AssetCentre Machine Edition workstation a self-contained unit. Notice in the drawing that each FactoryTalk AssetCentre Machine Edition workstation is on a separate computer and does not use the same FactoryTalk Directory as any other software.
7
FACTORYTALK ASSETCENTRE MACHINE EDITION INSTALLATION GUIDE
• • • • •

Installing Internet Information Services

Microsoft Internet Information Services (IIS) is provided with Windows XP Professional and Windows Server 2003. However, it is not installed by default. You must install this software on the workstation before installing FactoryTalk AssetCentre Machine Edition software.
You may want to run Windows Update to make sure you have the most recent IIS patches before proceeding.
To install IIS:
1. Log on to the workstation computer as an administrator (or a user with administrative privileges).
2. Click Start > Settings > Control Panel to display the Windows Control Panel.
3. In the Control Panel, open Add or Remove Programs.
4. In the Add or Remove Programs window, click the Add/Remove Windows Components icon. This starts the Windows Components Wizard.
5. In the Windows Components Wizard, select Internet Information Services (IIS), and then click Details. Make sure the following boxes are selected.
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2 INSTALLING FACTORYTALK ASSETCENTRE MACHINE EDITION
Common Files
Internet Information Services Snap-In
Internet Services Manager (HTML) (for Windows 2000 Server only)
SMTP Service (if you do not have another mail server that you are going to use)
World Wide Web Service
Click OK. (If the appropriate boxes are already selected, click Cancel, and then Cancel again. 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 Microsoft SQL Server 2005 Express Edition

FactoryTalk AssetCentre Machine Edition uses a Microsoft SQL Server Express database to store project files and user data.
• • • • •
To install SQL Server Express so it is compatible with FactoryTalk AssetCentre Machine Edition software:
1. Log on to the FactoryTalk AssetCentre Machine Edition computer as an administrator or as a user with administrative rights.
2. Insert the FactoryTalk AssetCentre Machine Edition disc into your computer.
3. The installation program should start automatically. If it does not, open the FactoryTalk AssetCentre Machine Edition disc in My Computer and then run the Setup.exe program.
4. Click Install Microsoft SQL Server Express.
5. Click Microsoft SQL Server 2005 Express Edition.
6. Follow the on-screen instructions for installation until you get to the Registration Information screen. Clear the Hide advanced configuration options checkbox.
7. Continue following the instructions on the screen.
8. The Service Account window of the installation program asks how you want to run the services for the SQL Server. Accept the default entries.
9
FACTORYTALK ASSETCENTRE MACHINE EDITION INSTALLATION GUIDE
• • • • •
9. In the Authentication Mode window, click Mixed Mode (Windows Authentication and SQL Server Authentication). This means that both the SQL Server and the
Windows domain can authenticate users for the SQL Server.
FactoryTalk AssetCentre Machine Edition uses SQL Server authentication.
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 FactoryTalk AssetCentre Machine Edition.
Do not leave the password blank. Doing so leaves your SQL Server and your computer open to attack.
10. In the Collation Settings window, select SQL collations and then the dictionary-order, case-insensitive collation option.
The collation settings must be case-insensitive! If the settings are case-sensitive, the FactoryTalk AssetCentre Machine Edition database installation will fail.
11. Follow the on-screen instructions to complete the installation.
10

Installing Microsoft SQL Server Management Studio Express

The Microsoft SQL Server Management Studio Express provides the graphical interface with which you can manage SQL Server 2005 Express Edition.
1. The FactoryTalk AssetCentre Machine Edition installation menu for Microsoft SQL Server should still be open from the previous section.
2. Click Microsoft SQL Server Express Management Studio and follow the on-screen instructions to install the software.
3. Click Back to return to the FactoryTalk AssetCentre Machine Edition installation menu.
Local help files are not included with the Microsoft SQL Server Management Studio Express. You can access help over the Internet from the Help menu. Online books are also available at http://msdn.microsoft.com/en-us/library/ms165706(SQL.90).aspx addresses are subject to change without notice.)
. (Internet
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