Rockwell Automation FactoryTalk Batch View Quick Start Guide

Quick Start Guide
Original Instructions
FactoryTalk Batch View
Quick Start
FactoryTalk Batch View 2.0
Guide
Super
sedes Publication FTBVS-QS001C-EN-D - October 2017
FactoryTalk Batch View
personal injury or death, property damage, or economic loss.
Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
IMPORTANT
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.
temperatures.
for Personal Protective Equipment (PPE).

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
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss.
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.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous
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
2

Table of Contents

Preface
System requirements
Install the FactoryTalk Batch View server
Welcome to FactoryTalk Batch View
About this manual ........................................................................................5
Legal Notices ................................................................................................5
Additional resources ................................................................................... 6
Chapter 1
Chapter 2
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
Batches ........................................................................................................ 19
Prompts ...................................................................................................... 19
Equipment ................................................................................................. 20
Diagnostics ................................................................................................ 20
Profile .......................................................................................................... 21
3
new features in FactoryTalk Batch and eProcedure, it is the client of the future for modern batch

About this manual

Legal Notices

Preface

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
solutions. For information about FactoryTalk Batch View (legacy) desktop version, view the
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).
FactoryTalk Batch
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.
5
Preface
Resource
Description
FactoryTalk Batch Components Installation and
Provides information and procedures for FactoryTalk
Server components.
Introduces the basics of automated batch manufacturing
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.

Additional resources

Following is a comprehensive list of documentation for the FactoryTalk® Batch products from Rockwell Automation.
Installation, Quick Start, and Getting Results Guides
Upgrade Guide (BATCH-IN002)
FactoryTalk Batch View Quick Start Guide (FTBVS-QS001)
FactoryTalk Batch View HMI Controls Quick Start Guide (BATCH-QS001D)
Batch system installation. Includes information for FactoryTalk Batch Material Manager, FactoryTalk Event Archiver, and associated FactoryTalk Batch Client and
Provides information about using FactoryTalk Batch View to create, view, and command control recipes, acknowledge prompts and signatures, view equipment phases and diagnostic information, and view profile information.
Provides a general overview of FactoryTalk Batch View HMI Controls.
6
FactoryTalk Batch eProcedure® Getting Results Guide (BWEPRO-GR011)
FactoryTalk Batch Getting Results Guide (BATCH-GR011)
Explains the basics of FactoryTalk Batch eProcedure.
and the FactoryTalk Batch product components.
Resource
Description
FactoryTalk Batch Material Manager Getting
Introduces the basics of FactoryTalk Batch Material
Resource
Description
containers to hold them. The material data is stored in the
reference for the formulator.
your Logix 5000 controller.
Provides instructions on using FactoryTalk Batch Recipe
into procedures, unit procedures, operations, and phases.
FactoryTalk Batch View HMI Controls User Manual
Provides details about using FactoryTalk Batch View HMI
FactoryTalk Batch Server.
Preface
Results Guide (BWMTR-GR011)
User Guides
FactoryTalk Batch ActiveX Controls User Guide (BATCH-UM013)
FactoryTalk Batch Material Editor User Guide (BWMTR-UM001)
FactoryTalk Batch Equipment Editor User Guide (BATCH-UM004)
FactoryTalk Batch PhaseManager™ User Guide (BATCHX-UM011)
Manager.
Provides information and instructions for using the FactoryTalk Batch ActiveX Custom Controls.
Provides access to information and procedural instructions required to configure materials and the
material database, which is used to create material­based recipes. This information is intended as a
Provides information on creating and maintaining an 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.
Describes the integration of the FactoryTalk Batch 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
7
FactoryTalk Batch Recipe Editor User Guide (BATCH-UM006)
(FTBVS-UM003)
FactoryTalk Batch View User Manual (FTBVS-UM002)
FactoryTalk eProcedure Client User Guide (BWEPRO-UM001)
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
Build recipes using either the SFC format or a table-based format.
Controls to monitor and interact with the production process within a FactoryTalk View SE Display Client.
Provides information and procedural instructions for 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
Provides information and procedural instructions 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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