Rockwell Automation FactoryTalk Batch Components Installation Manual

FactoryTalk Batch Components

Installation and Upgrade Guide

FactoryTalk Batch Components 14.00

Rockwell Automation Publication BATCH-IN002C-EN-D - October 2020

Supersedes Publication BATCH-IN002B-EN-D - November 2018

Installation and Upgrade Guide

Original Instructions

FactoryTalk Batch Components Installation and Upgrade Guide

Important User Information

Read this document and the documents listed in the additional resources section about installation, configuration, and operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards.

Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by suitably trained personnel in accordance with applicable code of practice.

If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired.

In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment.

The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams.

No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual.

Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited.

Throughout this manual, when necessary, we use notes to make you aware of safety considerations.

WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss.

ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.

IMPORTANT Identifies information that is critical for successful application and understanding of the product.

Labels may also be on or inside the equipment to provide specific precautions.

SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.

BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous temperatures.

ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).

Preface

FactoryTalk Batch system overview

About this manual	7
Legal Notices	7
Additional resources	8

Chapter 1

Server placement guidelines	14
FactoryTalk Batch View	14
Installation information about FactoryTalk Batch View	15
System requirements and supported software overview	15
Select installation instructions for each computer	18

Pre-installation administrative tasks

Chapter 2

Obtain administrator privileges on target computer	21
Prepare the operating system	21
Windows configuration requirements	22
Configure the Windows Server operating system	22
Configure the Windows desktop operating system	23
DEP settings	24
Create users and user groups	24
Update Windows Firewall settings	25
Windows Firewall exceptions	26
Configure the Remote Registry service	27
Set the system date and time	27
Prepare the SQL Server installation	27
Install Reporting Services for SQL Server 2017	28
Configure Reporting Services for SQL Server 2012 or SQL Server
2014	29
Configure SQL Server 2016 for reporting services	30
Configure Reporting Services for SQL Server 2017	31
Configure Windows Firewall for FactoryTalk Event Archiver	32

Install FactoryTalk Batch

Server, FactoryTalk eProcedure

Server, and FactoryTalk Event

Archiver

Chapter 3

Install the FactoryTalk Batch components	36
FactoryTalk Updater	39
Modify an installation	39
Post-installation tasks for FactoryTalk Batch components	40
Configure the FactoryTalk network directory	41
Configure SQL Server 2017 to enable FactoryTalk Event Archiver
with Reporting Services	41

Table of Contents

Install FactoryTalk Batch Client components

Install FactoryTalk Batch Material Manager Server components

Install FactoryTalk Batch Material Manager Client

components FactoryTalk Activation

Upgrade FactoryTalk Batch

Configure SQL Server 2014 or SQL Server 2016 to enable
FactoryTalk Event Archiver with Reporting Services	43
Configure SQL Server 2012 to enable FactoryTalk Event Archiver
with Reporting Services	43
Grant access to the FactoryTalk Batch directory on the SQL Server
computer	44
Add a server to the FactoryTalk Batch system	44
Event log settings	45
Create a shared directory	45
Define redundant servers (optional)	46
Configure server options	47
Set security on logs and journals folders	48
Configure browser compatibility view settings	49

Chapter 4

Install the FactoryTalk Batch Client

Chapter 5

Install the FactoryTalk Batch Material Manager Server	54
Post-installation for FactoryTalk Batch Material Manager Server	55
Identify the material database	55

Chapter 6

Install the FactoryTalk Batch Material Manager Client components 57

Chapter 7

Cumulative unit licensing

Chapter 8

Pre-upgrade tasks for FactoryTalk Batch	61
Allow the Message Queue to clear for FactoryTalk Batch Material
Manager	62
Export XML or RDB recipes to binary	62
Back up files	62
Uninstall a previous version of FactoryTalk Batch	64
Upgrade the FactoryTalk Batch components	64
Post-upgrade tasks	65
Restore backup files	65
Migrate area models from FactoryTalk Batch version 13.00 or
13.00.02	67
Migrate recipes from FactoryTalk Batch version 13.00 or 13.00.02	67

	Table of Contents

Convert binary recipes to XML or RDB	68
Convert migrated recipes back to XML format	68
Convert migrated recipes back to RDB format	69
Configure recipe storage	69

Troubleshoot FactoryTalk Batch installation or upgrade

Chapter 9

Manually configure the Windows Firewall	71
Define or reset a disabled FactoryTalk Administrator account	72
Communication with FactoryTalk Batch Server times out	72
Configure Internet Explorer security settings for Trusted Sites	73
Internet Explorer intranet zone	73
Run as Administrator on eProcedure Client on Windows Server
operating systems	73
Manually recreate the masterrecipes database	74

Use FactoryTalk Batch with a Windows Workgroup

Appendix A

Windows Workgroup	75
Create Windows accounts	75
Add an incoming firewall rule	75
Disable Administrative Approval Mode	76

Install FactoryTalk eProcedure Client components

Appendix B

Install the FactoryTalk eProcedure Client	78
Post-FactoryTalk eProcedure Client component installation	79
Set the Internet Explorer home page for FactoryTalk eProcedure
Clients	79
Configure Internet Explorer to view FactoryTalk eProcedure
pages	79
Configure Internet Explorer compatibility view settings	80
Select Windows theme in Windows 7	81

Uninstall FactoryTalk Batch version 14.00

Index

Appendix C

Uninstall the FactoryTalk Batch system	83
Uninstall the FactoryTalk Batch components	83
Uninstall FactoryTalk Batch Material Manager	84
Delete the default directories	84
Delete databases	85

Preface

About this manual

Legal Notices

This guide provides information and procedures for installing and upgrading a FactoryTalk® Batch system, which includes:

•FactoryTalk Batch

•FactoryTalk eProcedure®

•FactoryTalk® Event Archiver Database, with Batch Reports and Database Management Tool

•FactoryTalk Batch Material Manager

•FactoryTalk® Batch View

This guide is organized into a conceptual overview of a FactoryTalk Batch system that includes information about pre-installation administrative tasks, followed by installation and post-installation procedures for the different system components.

Readers should be familiar with installing Windows applications and configuring operating system options.

Before starting installation or upgrade of FactoryTalk Batch components, review FactoryTalk Batch release notes and product compatibility information at the Product Compatibility and Download Center (PCDC).

Rockwell Automation publishes legal notices, such as privacy policies, license agreements, trademark disclosures, and other terms and conditions on the Legal Notices page of the Rockwell Automation website.

End User License Agreement (EULA)

You can view the Rockwell Automation End User License Agreement (EULA) by opening the license.rtf file located in your product's install folder on your hard drive.

The default location of this file is:

C:\Program Files (x86)\Common Files\Rockwell\license.rtf

Open Source Software Licenses

The software included in this product contains copyrighted software that is licensed under one or more open source licenses.

You can view a full list of all open source software used in this product and their corresponding licenses by opening the oss_license.txt file located your product's OPENSOURCE folder on your hard drive. This file is divided into these sections:

Preface

Additional resources

•Components

Includes the name of the open source component, its version number, and the type of license.

•Copyright Text

Includes the name of the open source component, its version number, and the copyright declaration.

•Licenses

Includes the name of the license, the list of open source components citing the license, and the terms of the license.

The default location of this file is:

C:\Program Files (x86)\Common Files\Rockwell\Help\<product name>\Release Notes\OPENSOURCE\oss_licenses.txt

You may obtain Corresponding Source code for open source packages included in this product from their respective project web site(s). Alternatively, you may obtain complete Corresponding Source code by contacting Rockwell Automation via the Contact form on the Rockwell Automation website: http://www.rockwellautomation.com/global/aboutus/contact/contact.page. Please include "Open Source" as part of the request text.

Following is a comprehensive list of documentation for the FactoryTalk® Batch products from Rockwell Automation.

Installation, Quick Start, and Getting Results Guides

Resource	Description

FactoryTalk Batch Components Installation and	Provides information and procedures for FactoryTalk
Upgrade Guide	Batch system installation. Includes information for
(BATCH-IN002)	FactoryTalk Batch Material Manager, FactoryTalk Event
	Archiver, and associated FactoryTalk Batch Client and
	Server components.
FactoryTalk Batch View Quick Start Guide	Provides information about using FactoryTalk Batch View
(FTBVS-QS001)	to create, view, and command control recipes,
	acknowledge prompts and signatures, view equipment
	phases and diagnostic information, and view profile
	information.

FactoryTalk Batch View HMI Controls Quick Start	Provides a general overview of FactoryTalk Batch View
Guide	HMI Controls.
(BATCH-QS001D)

FactoryTalk Batch eProcedure® Getting Results	Explains the basics of FactoryTalk Batch eProcedure.
Guide
(BWEPRO-GR011)

FactoryTalk Batch Getting Results Guide	Introduces the basics of automated batch manufacturing
(BATCH-GR011)	and the FactoryTalk Batch product components.

Preface

Resource	Description

FactoryTalk Batch Material Manager Getting	Introduces the basics of FactoryTalk Batch Material
Results Guide	Manager.
(BWMTR-GR011)

User Guides

Resource	Description

FactoryTalk Batch ActiveX Controls User Guide	Provides information and instructions for using the
(BATCH-UM013)	FactoryTalk Batch ActiveX Custom Controls.

FactoryTalk Batch Material Editor User Guide	Provides access to information and procedural
(BWMTR-UM001)	instructions required to configure materials and the
	containers to hold them. The material data is stored in the
	material database, which is used to create material-
	based recipes. This information is intended as a
	reference for the formulator.
FactoryTalk Batch Equipment Editor User Guide	Provides information on creating and maintaining an
(BATCH-UM004)	equipment database (area model). The area model is
	stored in a file with a .cfg file extension and is available
	to all other FactoryTalk Batch programs, including the
	Recipe Editor, View, and Phase Simulator.
FactoryTalk Batch PhaseManager™ User Guide	Describes the integration of the FactoryTalk Batch
(BATCHX-UM011)	software with the Studio 5000 Logix Designer®
	application and the Logix 5000™ family of controllers.
	The integration simplifies the configuration and
	maintenance of the FactoryTalk Batch automation
	system, provides better communication between the
	FactoryTalk Batch Server and the Logix 5000 controller,
	and significantly reduces the programming effort
	required to develop the phase logic code that resides in
	your Logix 5000 controller.
FactoryTalk Batch Recipe Editor User Guide	Provides instructions on using FactoryTalk Batch Recipe
(BATCH-UM006)	Editor to create and configure master recipes for use in
	batch automation. The interface is based on IEC 61131-3
	sequential function charts to graphically organize recipes
	into procedures, unit procedures, operations, and phases.
	Build recipes using either the SFC format or a table-based
	format.

FactoryTalk Batch View HMI Controls User Manual	Provides details about using FactoryTalk Batch View HMI
(FTBVS-UM003)	Controls to monitor and interact with the production
	process within a FactoryTalk View SE Display Client.

FactoryTalk Batch View User Manual	Provides information and procedural instructions for
(FTBVS-UM002)	using FactoryTalk Batch View in a modern and intuitive
	portal into a comprehensive batching solution for
	effective operations, leveraging its own web server using
	HTML5 technology to provide native connectivity into a
	FactoryTalk Batch Server.
FactoryTalk eProcedure Client User Guide	Provides information and procedural instructions
(BWEPRO-UM001)	required to create and command batches using the
	FactoryTalk eProcedure Client, and can be used as a
	reference information by the operator.
	9

Preface

Resource	Description

FactoryTalk Event Archiver User Guide (BATCH-	Provides information and instructions specific to the
UM012)	FactoryTalk Event Archiver. Intended for use by the
	system administrator and production supervisor.
FactoryTalk Batch View User Guide (legacy)	Provides information and instructions on how to use
(FTBVS-UM001)	FactoryTalk Batch View to initiate and execute
	FactoryTalk Batch automation processing. FactoryTalk
	Batch View secured objects are located in the FactoryTalk
	Diagnostics and are modified using the FactoryTalk
	Administration Console. A system administrator can
	customize FactoryTalk Batch View security to meet the
	needs of the facility. FactoryTalk Batch View is used in
	conjunction with a Human-Machine Interface (HMI).

Administrator Guides

Resource	Description

FactoryTalk Batch Administrator Guide	Provides instructions for configuring security and
(BATCH-UM003)	services, and implementation and use of components not
	typically accessed or used by batch operators, such as
	the FactoryTalk Batch Server.
FactoryTalk Batch eProcedure Administrator Guide	Provides procedures specific to FactoryTalk Batch
(BWEPRO-UM011)	eProcedure, such as implementing security and
	configuring the user-defined area Active Server Page.
	Included are instructions for tasks specific to FactoryTalk
	Batch, such as configuring security and services to
	support FactoryTalk Batch eProcedure. Provides
	instructions on the implementation and use of
	components not typically accessed or used by batch
	operators, such as the FactoryTalk Batch Server.
FactoryTalk Batch Material Manager Administrator	Provides information and instructions specific to
Guide	FactoryTalk Batch Material Manager. Intended for use by
(BWEPRO-UM011)	the system administrator and database administrator.

Reference Guides

Resource	Description

FactoryTalk Batch ActiveX Controls Library	Provides reference information and procedural
Reference Guide	instructions for the FactoryTalk Batch ActiveX Custom
(BATCH-RM001)	Controls.
FactoryTalk Batch Material Server API Technical	Provides access to information regarding the interface
Reference	between the FactoryTalk Batch Material Server and the
(BWMTR-RM001)	FactoryTalk Batch Material Editor and FactoryTalk Batch.
	It is intended to be used as a reference information by
	those who want to develop custom interfaces.
FactoryTalk Batch PCD Programming Reference	Provides information and instructions about the
Manual	FactoryTalk Batch PCD interface design. It is intended to
(BATCH-RM004)	be used as a reference guide.

		Preface


	Resource	Description

	FactoryTalk Batch Server API Reference Manual	Provides information regarding the interface between the
	(BATCH-RM003)	FactoryTalk Batch Server and FactoryTalk Batch View —
		the Server Application Programming Interface (API). It is
		intended to be used as a reference guide by those who
		want to develop custom interfaces.

	FactoryTalk Batch System Files Reference Manual	Provides the technical information for configuration and
	(BATCH-RM005)	maintenance of a FactoryTalk Batch system. It can be
		used as a reference information for implementation
		engineers and the system administrator.
	FactoryTalk Batch eProcedure Instruction File	Includes information about the building of instruction
	Design Reference Manual	files for use in equipment database creation and recipe
	(BWEPRO-RM001)	development. This information is intended to be used as a
		reference by the instruction file author.

View or download publications at http://www.rockwellautomation.com/literature. To order paper copies of technical documentation, contact your local Allen-Bradley® distributor or sales representative.

Chapter 1

FactoryTalk Batch system overview

FactoryTalk Batch components are configurable products that help define, manage, monitor, and control manufacturing at local or remote sites. A typical FactoryTalk Batch architecture consists of one or more computers on a single network; there can be up to ten FactoryTalk Batch servers in a FactoryTalk Batch system that includes Material Manager. Review the application release notes, manuals, installation information for the FactoryTalk Batch components planned for your architecture before setting up the FactoryTalk Batch system.

This diagram illustrates an example of a FactoryTalk Batch network.

Site Level	eProcedure Clients
FactoryTalk Batch Material Manager	FactoryTalk Batch Server, eProcedure Server, and
Clients	FactoryTalk Batch View Server
FactoryTalk Batch Material Server	FactoryTalk Batch Server connects to SQL Server
	for Master Recipe Storage
SQL Server	FactoryTalk Batch Clients
FactoryTalk Batch Clients	Proprietary Network
TCP/IP	Process-Connected Device (PCD)
Plant Floor	FactoryTalk Event Archiver Database

Chapter 1	FactoryTalk Batch system overview

Server placement guidelines

FactoryTalk Batch View

Use these guidelines to decide where to place FactoryTalk Batch system servers on the network:

• Install the eProcedure Server and the FactoryTalk Batch Server on the same computer.

Tip: The FactoryTalk Batch View Server is installed automatically with the FactoryTalk Batch Server.

•Install the FactoryTalk Batch Material Manager Server on a computer with SQL Server.

•Do not install the FactoryTalk Batch Material Manager Server on the same computer as the FactoryTalk Batch Server.

•A maximum of ten FactoryTalk Batch Servers can exist in a FactoryTalk Batch network that includes FactoryTalk Batch Material Manager Server.

•Install the FactoryTalk Event Archiver Database and Management Tool on a computer with SQL Server.

•For best performance, install the FactoryTalk Event Archiver Database and Management Tool on a different computer than the FactoryTalk Batch Server.

FactoryTalk Batch View is a modern, browser-based interface that allows you to initiate and control the batch process anywhere there is an internet connection. The FactoryTalk Batch View interface adapts across smartphones, such as iOS and Android, to tablets and PCs. Users can access real-time information and interact with their process from the plant floor to the production office.

FactoryTalk Batch View is well-suited for large industrial facilities that have workstation infrastructure limitations and require multiple access points across the plant. With personalized user profiles that are tailored to the user, such as language switching options, workers at different levels of the organization can stay mobile yet connected to their process operations.

Key capabilities of the solution include:

•A modern web interface offers adaptation to new or existing platforms and environments with backward compatibility to previous versions of FactoryTalk Batch software; single-server architecture allows for new features and functions to be added with minimal impact to operations.

•Information-enabled and secure. Uses common system security policies for access control similar to any workstation, as a node on the plant network.

•Interfaces support multiple mobile devices and are easily integrated with HMI screens onto workstations.

Chapter 1	FactoryTalk Batch system overview

Installation information about FactoryTalk Batch View

System requirements and supported software overview

The FactoryTalk Batch View Server is installed automatically with the FactoryTalk Batch Server. The FactoryTalk Batch View web client does not require any additional installation.

Tip: FactoryTalk Batch View performs best with Chromium-based browsers such as Google Chrome or Microsoft Edge.

If you are using a FactoryTalk View SE Display Client, install the FactoryTalk® Batch View HMI controls to provide an interface that allows users to monitor and interact with the production process. The FactoryTalk Batch View HMI controls consist of:

•BatchesList control: Creates control recipes, displays current control recipes, and commands a control recipe. In FactoryTalk View SE, maps to BatchViewHMI.BatchesList in the Insert an ActiveX Control dialog box and the Property Panel.

•PromptsList control: Displays a list of prompts that are waiting to be acknowledged, a list of electronic signatures associated with a batch that are waiting for signoff, and instructions waiting to be acknowledged. In FactoryTalk View SE, maps to

BatchViewHMI.PromptsList in the Insert an ActiveX Control dialog box and the Property Panel.

•SFC control: Enables the ability to command batches during FactoryTalk View SE run-time on the Details and Summary pages of the SFC. In FactoryTalk View SE, maps to BatchViewHMI.SFC in the

Insert an ActiveX Control dialog box and the Property Panel.

•Full control: Accesses the entire FactoryTalk Batch View site. In FactoryTalk View SE, maps to BatchViewHMI.FullView in the Insert an ActiveX Control dialog box and the Property Panel.

For more information about FactoryTalk Batch View, see the FactoryTalk Batch View online help.

Review these minimum and recommended system requirements for installing, configuring, and running FactoryTalk Batch components. Unless noted these requirements assume that no other applications are installed on the computer. Preferred operating systems and software applications are prioritized for support, testing, and post-release patch qualifications.

Hardware requirements

•Server requirements

•8 GB of RAM memory

•100 GB free hard disk space

•Intel® Core™ i5 standard power processor or greater

•Client requirements

Chapter 1	FactoryTalk Batch system overview

•4 GB of RAM memory

•30 GB free hard disk space

•Intel Core i5 standard power processor or greater

Supported operating systems

•Windows Server®

•Windows Server 2019 Standard Edition (preferred)

•Windows Server 2016 Standard Edition (preferred)

•Windows Server 2019 DataCenter Edition

•Windows Server 2016 DataCenter Edition

•Windows Server 2012 R2 Standard Edition or DataCenter

•Windows Server 2012 Standard Edition or DataCenter

•Windows®

•Windows 10 Professional (64-bit) Build 1909 or later (preferred)

•Windows 10 Enterprise (64-bit) Build 1909 or later

Supported database applications

(for storing recipes, materials, reports, and journal archives)

•SQL Server®

•SQL Server 2019 (English version only)

•SQL Server 2017 (English version only)

•SQL Server 2016 Service Pack 1 (English version only)

•SQL Server 2014 Service Pack 3 (32-bit and 64-bit, English version only)

•SQL Server 2012 Service Pack 4 (32-bit and 64-bit, English version only)

Web browsers

(for eProcedure Client only)

•Internet Explorer® 11(32-bit) (for FactoryTalk Batch View only)

•Google® Chrome™ browser (preferred)

•Microsoft Edge™ based on Chromium version: 80.0.361.50 or higher

•Apple® Safari®

•Firefox®

Chapter 1	FactoryTalk Batch system overview

Logix firmware requirements

(for FactoryTalk Batch only)

•Firmware version 18 or later on ControlLogix 5570 and CompactLogix 5370 family of controllers – for integration of PhaseManager with FactoryTalk Batch

•Firmware version 32 or later on ControlLogix 5580 and CompactLogix 5380 family of controllers – for integration of PhaseManager with FactoryTalk Batch

•Firmware version 29 or later - for integration of SequenceManager with FactoryTalk Batch

Logix Designer requirements

(for FactoryTalk Batch only)

•Logix Designer version 18 or later - for synchronization of PhaseManager with FactoryTalk Batch Equipment Editor

FactoryTalk View SE requirements

(for integration of FactoryTalk Batch View HMI Controls and legacy FactoryTalk Batch ActiveX controls only)

•FactoryTalk View SE version 12.0 (preferred)

•FactoryTalk View SE version 11.0

FactoryTalk Services requirements

•FactoryTalk Services Platform version 6.20 (CPR 9 SR 12) or later

•FactoryTalk Linx version 6.20 (CPR 9 SR 12) or later

•FactoryTalk Activation Manager version 4.04 or later

Rockwell Automation Test Environment

Rockwell Automation tests software products under a standard configuration of operating systems and antivirus software. For additional information see the Knowledgebase Document ID: PN24 - Rockwell Software Products and Antivirus Software.

Chapter 1	FactoryTalk Batch system overview

Select installation instructions for each computer

Warranty

The warranty does not cover systems that do not meet the minimum requirements for the version of software.

IMPORTANT FactoryTalk Batch components for version 14.00 support only the U.S.English versions of operating systems. For more information about supported operating systems and other Rockwell Software product version support, refer to the Product Compatibility and Download Center (PCDC).

•The FactoryTalk Batch Server computer cannot be configured as a:

•Domain controller

•DHCP server

•WINS server

•RAS server

•DNS server

•Master Browser

•The FactoryTalk Batch Server computer does not support replication.

•Install FactoryTalk Batch software on an NTFS formatted hard drive, as Windows security features are available only for drives formatted to use NTFS.

•Warranty does not cover systems with modified DCOM configuration settings. Configuring settings using DCOMCNFG may stop the FactoryTalk Batch Server and prevent the FactoryTalk Batch Service Manager from functioning correctly.

IMPORTANT FactoryTalk Batch version 14.00 components do not support touch screen technology.

After completing the pre-installation administrative tasks, follow the installation instructions for each computer in the system, or repeat the installation instructions for several computers based on your FactoryTalk Batch system configuration. For example, if the FactoryTalk Batch system includes a FactoryTalk Batch Server and several FactoryTalk Batch Clients, determine which components to install on each computer. Each set of installation instructions includes a checklist of all related tasks and specific post-installation tasks for the component.

•Install FactoryTalk Batch Server, FactoryTalk eProcedure Server, and FactoryTalk Event Archiver on page 35

•Install FactoryTalk Batch Client components on page 51

•Install FactoryTalk Batch Material Manager Server components on page 53

•Install FactoryTalk Batch Material Manager Client components on page 57

•Install eProcedure Client components on page 77

Chapter 1	FactoryTalk Batch system overview

If you are upgrading your system from a previous version of FactoryTalk

Batch use the Upgrade FactoryTalk Batch instructions.

Chapter 2

Obtain administrator privileges on target computer

Prepare the operating system

Pre-installation administrative tasks

This section describes administrative tasks to perform before installing FactoryTalk Batch components. Tasks include:

•Obtain administrator privileges on target computer on page 21

•Prepare the operating system on page 21

•Create users and user groups on page 24

•Update Windows Firewall settings on page 25

•Configure the Remote Registry service on page 27

•Set the system date and time on page 27

•Prepare the SQL Server installation on page 27

To install each of these software applications on the target computer, you must be logged onto the computer using an account that has administrator privileges on the computer and that has been granted permission to create databases, stored procedures, and logins on SQL Server.

•FactoryTalk Batch Server

•FactoryTalk Batch Client

•FactoryTalk Event Archiver

•FactoryTalk eProcedure Server

•FactoryTalk eProcedure Client

•FactoryTalk Batch Material Manager Server

•FactoryTalk Batch Material Manager Client

Before starting the installation procedure close any open applications.

Before installing FactoryTalk Batch Server, FactoryTalk Material Manager Server, or FactoryTalk eProcedure Server components make sure that the operating system for the target computer is properly configured.

Server operating systems and desktop operating systems have different configuration requirements.

Pre-installation configuration task include:

•Configure the Windows Server operating system

•Configure the Windows desktop operating system

Chapter 2	Pre-installation administrative tasks

Windows configuration requirements

Configure the Windows

Server operating system

If setting up new computers for the FactoryTalk Batch system, install the operating system using the default settings. Then configure the operating system as described for the components.

Tip: All supported operating systems are tested and warrantied for

FactoryTalk Batch version 14.00.

Configure the Windows Server operating system features to support FactoryTalk Batch Server, FactoryTalk Batch Material Manager Server, or FactoryTalk eProcedure Server.

Tip: FactoryTalk Batch Server does not require any additional configuration of Windows Server 2016 or 2019.

To configure the Windows Server operating system

1.If installing FactoryTalk Batch Server enable the required server features:

•In Server Manager, select Add Roles and Features.

•In Add Roles and Features Wizard, select Next.

•For Installation Type, select Role-based or feature-based installation.

•For Server Selection, choose Select a server from the server pool, and then choose the appropriate server from the Server Pool list and then select Next.

•(Windows Server 2012) For Server Roles, select Application Server.

2.If installing FactoryTalk Batch Material Manager Server go to

Features, and select Message Queuing.

3.If installing FactoryTalk eProcedure Server, enable these additional settings under Web Server (IIS) > Role Services.

•IIS6 Management Compatibility

•IIS6 Metabase compatibility

•IIS6 Management Console

•Web Server > Application Development:

•For Windows Server 2012:

•ASP

•ASP.NET 3.5

•ASP.NET 4.5

•For Windows Server 2016 or Windows Server 2019

•ASP

•ASP .NET 3.5

•ASP .NET 4.7

•Web Server

Chapter 2	Pre-installation administrative tasks

Configure the Windows desktop operating system

• Common HTTP Features

IMPORTANT Enabling some features automatically selects new required additional features and updates the feature list accordingly. Select Add Feature to accept the default selections for these options.

4.Verify the selections, and then select Install.

5.When the installation process is complete, select Close.

Perform this procedure to configure the Windows desktop operating system for the FactoryTalk Batch Material Manager Server, and FactoryTalk eProcedure Server. Use the Turn Windows features on or off control panel item for this configuration process.

Tip: FactoryTalk Batch Server and Client components do not require any additional configuration for Windows desktop operating systems.

To configure Windows desktop operating system

1.On the computer where the FactoryTalk Batch Material Manager Server or FactoryTalk eProcedure Server will be installed, select

Control Panel > Programs > Turn Windows features on or off.

Windows Features opens.

Tip: In Windows Features the box next to the feature name represents the installation status of the feature:

•A checkmark represents a fully installed feature.

•A black square represents an installed feature with optional features that are not enabled.

•Empty boxes represent uninstalled features.

2.If installing FactoryTalk Batch Material Manager Server select

Microsoft Message Queue (MSMQ) Server. Microsoft Message Queue (MSMQ) Server Core is selected by default.

3.If installing FactoryTalk Batch eProcedure Server select these features:

•Internet Information Services

•Web Management Tools

•IIS 6 Management Compatibility

-IIS 6 Management Console

-IIS 6 Metabase and IIS 6 configuration compatibility

•IIS Management Console

•Internet Information Services > World Wide Web Services

•Application Development Features -.Net Extensibility 3.5

-.Net Extensibility 4.6 -ASP

-ASP .NET 3.5

Chapter 2	Pre-installation administrative tasks

DEP settings

Create users and user groups

-ASP .NET 4.6

-ISAPI Extensions

-ISAPI Filters

•Common HTTP Features - Static Content

4.Select OK to enable the features and close the dialog box.

Data Execution Prevention (DEP) uses hardware and software security features to prevent the execution of malicious code in Windows operating systems.

Rockwell Automation supports DEP OptIn and OptOut settings. For more information, see Microsoft KB article 875352.

Before installing FactoryTalk Batch, you must create at least one domain user account that serves as the FactoryTalk Batch Server user account. If your installation includes FactoryTalk Batch Material Manager Server you must also create several domain user groups. When you run the installation program you will need to provide the FactoryTalk Batch Server user account and password for the FactoryTalk Batch Server and FactoryTalk Batch Material Manager Server to run under.

FactoryTalk Batch users/user groups

The installation of the FactoryTalk Batch Server creates the Windows user group batchsvr_group on the FactoryTalk Batch Server. This group is automatically assigned all the user rights and default access permissions required for the FactoryTalk Batch Server to function correctly.

The installation adds the FactoryTalk Batch Server user account to the following:

•Administrators group

•batchsvr_group

•Batch COM+ Application

•FactoryTalk Batch Server service

•FactoryTalk Event Archiver service

•FactoryTalk eProcedure Server service (eProcedure Server installation)

The services for the FactoryTalk Batch Server, FactoryTalk Event Archiver, FactoryTalk eProcedure Server, and the Batch COM+ Application require identical user accounts to support the FactoryTalk Batch Server functionality.

Chapter 2	Pre-installation administrative tasks

Update Windows Firewall settings

FactoryTalk Batch Material Manager user groups

For FactoryTalk Batch Material Manager, you must create these required domain user groups.

Required domain user groups

•MTBatchServer

Add the FactoryTalk Batch user account under which the FactoryTalk Batch Server service is running to the MTBatchServer group. This is the group that the FactoryTalk Batch Server uses to access the material database.

•MTGeneral

Required to use Material Editor.

•MTLotAuthor

Add any domain users that require the ability to add, edit, and delete material lots in the Material Editor.

•MTMaterialAuthor

Add any domain users that require the ability to add, edit, and delete materials and containers in the Material Editor.

•MTMaterialViewer

Add any domain users that require read-only access to materials and containers in the Material Editor. The installation adds the five domain groups and domain user account for the FactoryTalk Batch Material Manager Server to the appropriate COM+ roles and/or local user groups. For more information about security settings, see Security settings in the FactoryTalk Batch Material Manager Administrator Guide.

To allow the installation program to configure the firewall exceptions automatically, enable the Windows Firewall Service prior to installation. The installation program uses the Rockwell Software Windows Firewall Configuration Utility to add the necessary exceptions.

IMPORTANT When managing the Windows Firewall settings externally, the installation program cannot change the Windows Firewall settings.

The installation program updates Windows Firewall settings to allow these applications to communicate through the firewall:

•FactoryTalk Batch Server

•FactoryTalk Batch Client

•FactoryTalk Event Archiver

•FactoryTalk eProcedure Server

•FactoryTalk eProcedure Client

•FactoryTalk Batch Material Manager Server

•FactoryTalk Batch Material Manager Client

Chapter 2	Pre-installation administrative tasks

Windows Firewall exceptions

Typically, Windows Firewall appears under Control Panel > System and Security > Windows Firewall. For more information, see the Windows operating system for the current installation.

If the Windows Firewall is enabled when you install FactoryTalk Batch or FactoryTalk eProcedure applications, the installation program adds the following exceptions to the local computer:

Windows Firewall Exceptions

• batchsvr.exe (Batch server installs)	• OPCEnum.exe
• batchvew.exe (Batch client installs)	• Port 1433 TCP (SQL Server installs)
• DaClient.exe	• Port 137 NetBIOS Name Service

• EventClientMultiplexer.exe	• Port 135 TCP
• EventServer.exe	• Port 80 TCP (FactoryTalk eProcedure Client installs)
• Flexsvr.exe	• RDcyHost.exe
• FTCounterMonitor.exe	• RnaDiagnosticsSrv.exe
• FTSPVStudio.exe	• RnaDiagReceiver.exe
• FTSysDiagSvcHost.exe	• RnaDirServer.exe
• iexplore.exe	• RsvcHost.exe
• Imgrd.exe	• VStudio.exe
• NmspHost.exe

If the Windows Firewall is enabled, and not externally controlled, the

Windows Firewall Configuration Utility runs automatically during installation. If this utility does not run automatically, manually run it on each computer in your FactoryTalk Batch system after installing servers or clients.

To manually run the FactoryTalk Windows Firewall Configuration Utility, navigate to Start > Rockwell Software > Windows Firewall Configuration Utility.

IMPORTANT If you are using a different firewall with your system, add equivalent exceptions to enable communication through the firewall by the FactoryTalk Batch components.

Chapter 2	Pre-installation administrative tasks

Configure the Remote

Registry service

Remote Registry is enabled to support network synchronization of the FactoryTalk Batch components across computer boundaries. Before installing the FactoryTalk Batch Server or FactoryTalk Batch Material Manager Server on any operating system, configure the Remote Registry service for automatic startup.

Set the system date and time

Prepare the SQL Server installation

To configure the Remote Registry service

1.Navigate to Control Panel > System and Security > Administrative Tools. Double-click Services.

2.In the Services (Local) pane, right-click Remote Registry and select

Properties.

3.For Startup type, select Automatic.

4.Select OK.

Set the date and time on each computer on the FactoryTalk Batch network to the same date and time.

IMPORTANT The dates and times for all computers on the network must match each other so that events, journals, and logs in the FactoryTalk Batch system are properly synced.

These applications can use SQL Server:

•FactoryTalk Batch Server (to store recipes in RDB format)

•FactoryTalk Event Archiver (to archive batch event records and to use Batch reports)

•FactoryTalk Batch Material Manager Server (to store materials for recipes)

Install a supported version of SQL Server as listed in the System requirements and supported software overview section and select these features:

•Database Engine Services

•Reporting Services (if using FactoryTalk Event Archiver with Batch reports)

IMPORTANT Configuration of SQL Server Reporting Services differs depending on the version of SQL Server installed. Reporting Services for SQL Server 2017 are installed separately.

Visit the Microsoft website (https://www.microsoft.com/en-us/sql-server/sql- server-downloads) to get the latest supported version of SQL Server for the FactoryTalk Batch system.

Consider these items when installing SQL Server for use with the FactoryTalk Batch system:

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