Rockwell Automation FactoryTalk Batch View Quick Start Guide

FactoryTalk Batch View

Quick Start Guide

FactoryTalk Batch View 2.0

Rockwell Automation Publication FTBVS-QS001D-EN-D - October 2020

Supersedes Publication FTBVS-QS001C-EN-D - October 2017

Quick Start Guide

Original Instructions

FactoryTalk Batch View

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).

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		Table of Contents
Preface	About this manual........................................................................................	5
	Legal Notices ................................................................................................	5
	Additional resources ...................................................................................	6
	Chapter 1
System requirements
	Chapter 2

Install the FactoryTalk Batch View server

Set up a remote FactoryTalk Batch View client .......................................	13
HTTPS certificates .....................................................................................	14
Single session self-signed certificates ................................................	14
Permanent self-signed certificates .....................................................	15

	Chapter 3
Welcome to FactoryTalk Batch	Batches........................................................................................................	19
View	Prompts ......................................................................................................	19
	Equipment.................................................................................................	20
	Diagnostics ................................................................................................	20
	Profile ..........................................................................................................	21

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Preface

About this manual

Legal Notices

This manual provides information about how to get started with the new FactoryTalk Batch View. It is one of a set of related manuals that describe installing, programming, and operating the FactoryTalk Batch system.

Tip: The modern FactoryTalk Batch View is an innovative and intuitive user interface for your comprehensive batch solution. It leverages state-of-the-art web technologies with scalable graphics for consistent visualization across all devices and form factors. The zero-install browser simplifies administration and maintenance. As the only native client application that supports the new features in FactoryTalk Batch and eProcedure, it is the client of the future for modern batch solutions.

For information about FactoryTalk Batch View (legacy) desktop version, view the FactoryTalk Batch View User Guide (FTBVS-UM001).

To review FactoryTalk Batch release notes and latest information regarding product compatibility refer to 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:

•Components

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

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Preface

•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

Additional resources

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.

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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.

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