Rockwell Automation FactoryTalk Metrics Line Edition User Manual
ADMINISTRATOR’S GUIDE
Metric Line Edition
PUBLICATION FTMLE-IN001A-EN-P–August 2008
Supersedes Publication FTMLE-IN001A-EN-E
INTEGRATED PRODUCTION & PERFORMANCE SUITE
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Warrant y
© 2008 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.
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the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc.
The following logos and products are trademarks of Rockwell Automation, Inc.:
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Services Platform, FactoryTalk Directory, FactoryTalk Live Data, RSAssetSecurity, FactoryTalk Security, FactoryTalk
Metrics, FactoryTalk Metrics LE, RSSql, FactoryTalk Transaction Manager, RSLinx Classic, RSLinx Enterprise, SLC
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configuration, the application being performed, operator control, maintenance and other related factors. Rockwell
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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
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Version: 9.0.0 (CPR 9)
Modified: August 7, 2008 4:53 pm
ii
Contents
1 • Welcome to FactoryTalk Metrics Line Edition 1
What is FactoryTalk Metrics Line Edition?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The FactoryTalk Metrics Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Benefits of FactoryTalk Metrics LE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Intended audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FactoryTalk Metrics LE administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Where can I go for help? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
RSBizWare Administrator’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
FactoryTalk Metrics User's Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Report Expert User’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Online Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Telephone support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Web support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
On-site support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Consulting services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Your local representative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2 • Installing FactoryTalk Metrics LE 7
Installing vs. Upgrading FactoryTalk Metrics LE . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing FactoryTalk Metrics LE components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating a new SQL Server database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating a SQL Server database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Creating a DSN database connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Installing Report Expert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Install FactoryTalk Activation and licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing FactoryTalk Metrics LE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
3 • FactoryTalk Metrics LE Content 15
FactoryTalk Metrics LE UDT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
UDT Data Points and FactoryTalk Metrics Performance Parameters . . . . . . . . . 16
Reports and Parameter Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
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FACTORYTALK METRICS LINE EDITION USER’S GUIDE
• • • • •
4 • Configuring FactoryTalk Metrics LE 25
Configuring FactoryTalk Metrics LE: New vs. Update. . . . . . . . . . . . . . . . . . . . . . . 26
Configuring the FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Adding FactoryTalk users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Configuring RSLinx Enterprise as the OPC Server . . . . . . . . . . . . . . . . . . . . . . . 28
Configuring the RSBizWare Service Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Loading database data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Creating the plant model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Adding the FactoryTalk Metrics LE UDT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Configuring FactoryTalk Transaction Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Registering the FactoryTalk Transaction Manager configuration for data collection 43
Configuring FactoryTalk Metrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Modifying performance parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Configuring Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Starting data collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
5 • Viewing FactoryTalk Metrics LE Reports 49
FactoryTalk Metrics LE Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Dashboard Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Machine State History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Dashboard widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Parameter settings and widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Index 59
ii
1
Welcome to FactoryTalk Metrics Line Edition
What is FactoryTalk Metrics Line Edition?
FactoryTalk Metrics LE is a special edition of FactoryTalk Metrics that contains
additional components for configuring a new application and for visualizing data
collected by the application. Like FactoryTalk Metrics, FactoryTalk Metrics LE is a
performance management application that collects data about the performance of
production assets so that their efficiency can be improved.
FactoryTalk Metrics LE includes:
FactoryTalk Metrics software
Report Expert software
Microsoft SQL Server 2005 software
A FactoryTalk Metrics server license and a number of runtime user licenses
FactoryTalk Metrics LE components, which include:
The FactoryTalk Metrics LE User-Defined Type (UDT)
The FactoryTalk Metrics LE Configuration Tool
Additional Report Expert dashboard reports
This Administrator’s Guide focuses on the components that are unique to FactoryTalk
Metrics LE. All of the FactoryTalk Metrics documentation also applies to FactoryTalk
Metrics LE.
FactoryTalk Metrics LE should be considered as an alternative to FactoryTalk Metrics
under the following circumstances:
The customer has an installed base of Rockwell Automation ControlLogix controllers
that can accept a UDT data structure.
The customer is willing and able to modify their control system program(s) to
integrate the UDT and make the necessary programming changes.
The additional dashboard reports for Report Expert provided with FTMLE have value.
The UDT and Configuration Tool that are included with FTMLE are intended to
accelerate the implementation of a FactoryTalk Metrics application by providing an easy
way to connect the FactoryTalk Metrics performance parameters to the necessary data
points in the control system. This method is intended to "quick start" the application
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
development, but it in no way limits the custom configuration you can perform using the
standard FactoryTalk Metrics configuration tools.
The FactoryTalk Metrics Architecture
The following diagram provides a high-level view of the FactoryTalk Metrics (and
FactoryTalk Metrics LE) architecture and its major components:
The FactoryTalk Metrics architecture is a scalable, multi-tiered, distributed architecture
consisting of a data collection sub-system, an SQL Server database repository, the
Information Services Manager, and clients.
Rockwell Automation’s FactoryTalk Transaction Manager collects data from the control
system(s) and the Metrics Server Manager logs it to the predefined database repository.
2
1 • WELCOME TO FACTORYTALK METRICS LINE EDITION
There are different clients, including the RSBizWare Configuration Console and the Webbased report client. Users can author reports via QuickWeb, Report Expert, Microsoft
Reporting Services, or third party reporting tools.
FactoryTalk Metrics can run on a single computer, or it can be distributed across multiple
computers. In the simplest case, the RSBizWare Configuration Console, the Information
Services Manager, the Metrics Server Manager, the FactoryTalk Transaction Manager
data collection engine, and the database run on a single computer. In a distributed setting,
these components may reside on separate computers.
Clients connect to the server using TCP/IP, so they can be deployed over a LAN, WAN,
intranet, or the Internet. The scalability of the FactoryTalk Metrics architecture allows
many clients to connect to a single server.
Benefits of FactoryTalk Metrics LE
FactoryTalk Metrics LE provides the following benefits (many of which are also benefits
of FactoryTalk Metrics):
Improved Throughput. The standard reports let production management view actual
production versus rated capacity. Other reports provide information to determine if
lost production was from equipment that was being run at a reduced rate or equipment
downtime.
• • • • •
Reduced Downtime. The standard reports let the operator examine the causes of
downtime and identify the root cause of equipment breakdown or actual time taken for
activities such as changeover or setup.
Increased Line Efficiency. The Overall Equipment Effectiveness (OEE) of individual
pieces of equipment and of the overall line can be viewed with the standard reports.
Production management can use the information to focus improvement efforts on less
efficient equipment.
Better Performance Reporting. FactoryTalk Metrics LE has several Report Expert
dashboard reports that are not available in the FactoryTalk Metrics product. These
reports enhance the visualization of pertinent data for operators.
Faster Deployment. By using FactoryTalk Metrics LE, you can deploy applications
faster than you can using FactoryTalk Metrics. The FactoryTalk Metrics LE
configuration tools are applicable to customers who have an installed base of
Rockwell Automation ControlLogix processors.
Intended audience
The FactoryTalk Metrics Line Edition Administrator’s Guide is designed to help the
implementor of the FactoryTalk Metrics LE system understand how to install and
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
configure FactoryTalk Metrics LE at the customer site. This document is also intended for
the following types of users:
FactoryTalk Metrics LE administrator
This is the individual who maintains FactoryTalk Metrics LE after it is installed and
configured for use. This individual should be familiar with:
Microsoft Windows operating systems
Microsoft Internet Explorer
Microsoft SQL Server 2005 (including Microsoft Reporting Services)
RSLogix 5000 programming
RSLinx Enterprise
Where can I go for help?
Consult the following resources for additional information about FactoryTalk Metrics LE:
RSBizWare Administrator’s Guide
This document is designed to help the RSBizWare administrator install and configure the
software and to understand the components that make up the RSBizWare suite of
products. The first chapter of the guide provides an overview of the software components
which included FactoryTalk Metrics
built. The remaining chapters describe the installation steps and available options when
deploying the RSBizWare software.
and describes the architecture on which they are
A printed copy of the RSBizWare Administrator’s Guide is distributed in the box with the
RSBizWare software and an electronic copy of the guide is available from the RSBizWare
software installation CD-ROM.
FactoryTalk Metrics User's Guide
This document describes how to configure and use FactoryTalk Metrics. It also applies to
FactoryTalk Metrics LE. FactoryTalk Metrics LE creates a default application that in most
cases will have to be changed, adapted, and expanded to satisfy all of the user
requirements. Refer to this document for information on how to use and configure specific
features of FactoryTalk Metrics.
A printed copy of the FactoryTalk Metrics User's Guide is distributed in the box with
FactoryTalk Metrics LE and an electronic copy of the guide is available on the
RSBizWare software installation CD-ROM.
4
1 • WELCOME TO FACTORYTALK METRICS LINE EDITION
Report Expert User’s Guide
Report Expert is the pre-configured reporting interface to FactoryTalk Metrics LE. The
Report Expert User’s Guide is designed to help you understand how to install,
access, use, and maintain the Report Expert product.
configure,
A printed copy of the Report Expert User’s Guide is distributed in the box with the Report
Expert software and an electronic copy of the guide is available from the Report Expert
software installation CD-ROM.
Online Help
On-line Help is available within the various user interfaces provided with the product.
Telephone support
Rockwell Automation provides full support for the FactoryTalk Metrics LE product.
Questions concerning installation and the use of the software are handled by the Rockwell
Automation Customer Support Center, staffed Monday through Friday—except U.S.
holidays—from 8 AM to 5 PM Eastern time zone for calls originating within the U.S. and
Canada.
• • • • •
To reach the Customer Support Center, call 440-646-3434 and follow the instructions. For
calls originating outside the U.S./Canada, locate the number in your country by visiting
support.rockwellautomation.com
and selecting the Phone/On-site link. A list will be
presented from which you can locate and select the number to call in your country.
W
HEN YOU CALL
When you call, you should be at your computer and prepared to give the following
information:
The product version numbers, which can be found in the Report Expert software by
clicking the Info button at the top of the window.
The type of hardware you are using
The exact wording of any errors or messages that appeared on your screen
A description of what happened and what you were doing when the problem occurred
A description of how you attempted to solve the problem
Web support
In addition to phone support, the Rockwell Automation Customer Support Center offers
extensive online knowledgebases of technical notes and frequently asked questions for
support of non-urgent issues. These databases are updated daily by our support specialists.
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
To receive regular e-mail messages with links to the latest technical notes, software
updates, and firmware updates for the products that are of interest to you or to submit an
online support request, visit support.rockwellautomation.com
On-site support
Rockwell Automation field support engineers are located around the globe to provide
assistance with special projects, unexpected problems, or emergency situations on-site.
Field support engineers are available for dispatch 24x7x365 and can arrive at many
locations the same day.
To learn more about this and other support services, visit the Customer Support Web site
at support.rockwellautomation.com
Consulting services
Rockwell Automation provides expert consulting and turnkey implementation of
FactoryTalk Metrics LE. Please contact your local representative for more information.
Your local representative
We strive to help all of our customers become successful in their manufacturing
improvement efforts. Toward this objective, we invite you to contact your local
representative or Rockwell Automation at any time that we may be of service to you.
and select the Online link.
.
6
2
Installing FactoryTalk Metrics LE
FactoryTalk Metrics LE relies on several software packages that must be installed before
you install FactoryTalk Metrics LE. The list of required software packages is displayed in
the prerequisites below.
The FactoryTalk Metrics LE is based on FactoryTalk Metrics but includes some additional
Report Expert reports and tools to enable faster configuration of a FactoryTalk Metrics
application. Most of the procedures outlined in this manual are similar to the installation
and configuration required for FactoryTalk Metrics. For information about installing and
configuring FactoryTalk Metrics, refer to the RSBizWare Administrator’s Guide and the
FactoryTalk Metrics User’s Guide.
The default installation of FactoryTalk Metrics assumes that all components will be installed on
the same computer.
Installing vs. Upgrading FactoryTalk Metrics LE
This Administrator's Guide assumes you are installing FactoryTalk Metrics LE for
the first time on a new system. If you are upgrading an existing FactoryTalk Metrics
LE or FactoryTalk Metrics application, all of the steps in this chapter are not required.
The table below outlines the necessary steps for three different scenarios — a new
install, an update from FactoryTalk Metrics LE 8.0, and an update from FactoryTalk
Metrics 9.0. For more information about performing an upgrade, refer to the
RSBizWare Administrators Guide.
Installation Step Document Reference New
Install
Install Microsoft SQL
Server 2005 and Microsoft
Reporting Services
Microsoft SQL Server is
included with
FactoryTalk Metrics.
Refer to the
RSBizWare
Administrator’s
Guide.
9
Update
FTMLE
8.0
Update
FT Metrics
9.0
7
FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
Installation Step Document Reference New
Install
Install FactoryTalk
Services Platform
FactoryTalk Services
Platform is installed
with FactoryTalk
Metrics. Refer to the
99
RSBizWare
Administrator’s
Guide.
Install RSLogix Refer to Getting Results
with RSLogix 5000.
Install RSLinx Enterprise
Refer to the
RSLinx
9
9
Enterprise Getting
Results Guide.
Install RSBizWare 9.0 Refer to the
99
RSBizWare
Administrator’s
Guide.
Install FactoryTalk
Activation and licenses
Refer to the
RSBizWare
9
Administrator’s
Guide.
Update
FTMLE
8.0
**
**
Update
FT Metrics
9.0
*
Create database and DSN See “Creating a SQL
Server database” on
page 10 and “Creating a
DSN database
connection” on page 12.
Install Report Expert 1.10 See “Installing Report
Expert” on page 13
Install FactoryTalk
Metrics LE
* This step is required if you plan to use the FactoryTalk Metrics LE Configuration Tool to add more
workcells to an existing application.
8
See “Installing
FactoryTalk Metrics
LE” on page 14.
9
99
.
99 9
Prerequisites
Before installing FactoryTalk Metrics LE, you must install the following software
products:
Microsoft Server 2003 operating system (Service Pack 1 or Server 2003 R2)
Microsoft SQL Server 2005 (Service Pack 2 with Microsoft Reporting Services)
FactoryTalk Metrics LE does not support Oracle.
FactoryTalk Services Platform (CPR9 version 2.10.00.117)
RSLogix (version 16) For installation information refer to Getting Results with
RSLogix 5000.
RSLinx Enterprise (version 5.00.00.100). RSLinx Enterprise will act as your OPC
Server. For installation information refer to the RSLinx Enterprise Getting Results
Guide.
RSBizware (version 9.00.00.0059) This includes:
FactoryTalk Metrics (version 9.00.0059). For installation information refer to the
• • • • •
2 • INSTALLING FACTORYTALK METRICS LE
RSBizWare Administrator’s Guide included with your FactoryTalk Metrics LE
materials.
FactoryTalk Activation Server/Client and a set of valid licenses.
Installing FactoryTalk Metrics LE components
In order to install FactoryTalk Metrics LE, you must perform the following tasks and
install the following additional components required by FactoryTalk Metrics LE:
SQL Server. Create a database to be used by FactoryTalk Metrics Line Edition. See
“Creating a new SQL Server database” on page 9.
Report Expert. Install Report Expert. See “Installing Report Expert” on page 13.
FactoryTalk Metrics LE. Install FactoryTalk Metrics LE. This loads the FactoryTalk
Metrics LE UDT (User-Defined Type), the FactoryTalk Metrics LE Configuration
Tool (which configures the performance parameters), and the additional FactoryTalk
Metrics LE reports. See “Installing FactoryTalk Metrics LE” on page 14.
Creating a new SQL Server database
Both FactoryTalk Metrics and Report Expert require a SQL Server database and DSN.
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
Creating a SQL Server database
If you do not have an existing SQL Server database for FactoryTalk Metrics LE, create a
new SQL Server database and data source.
To create a SQL Server database:
1. Launch SQL Server. Select Start > All Programs > SQL Server 2005 > SQL Server
Management Studio.
2. In the Object Explorer pane, right-click Databases and select New Database.
3. In the Database name field, type the name to be given to your FactoryTalk Metrics LE
database (for example, FTMLEDB):
:
C
REATING A
Creating a new SQL Server login account is optional. You only have to create a new SQL
Server login account if you do not yet have a login account to use for SQL Server.
SQL S
ERVER LOGIN ACCOUNT
10
To create a SQL Server login account:
1. Under the Security folder in the Object Explorer pane, right-click the Logins folder
and select New Login. The Login - New dialog box appears.
2. On the General page of the dialog box, complete the following fields:
Login name. Type the name of the user (for example, FTMLEUser).
SQL Server authentication. Select this option to authenticate the new user
through SQL Server rather than Microsoft Windows.
Password. Type the user password (for example, FTMLEUser) for the SQL
Server database.
Confirm Password. Re-type the user password.
Default database. Select the SQL Server database you created for FactoryTalk
Metrics LE (for example, FTMLEDB).
2 • INSTALLING FACTORYTALK METRICS LE
The New Login dialog box should now look like this:
• • • • •
3. In the Select a page pane on the left side of the New Login dialog box, select User
Mapping.
4. Give the user the necessary permissions on the new database:
FTMLEDB (or the name of your database). Tie the user to the newly created
FTMLEDB database. To do this, select the
Map checkbox for the FTMLEDB
database.
db_owner. Select this permission in the Database role membership for FTMLEDB
pane to grant the user administrative rights.
public. This option is selected by default.
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
Select the newly
created database
(for example,
FTMLEDB).
Give the new user
db_owner and
public permissions
for the database.
The db_owner
permission lets the
user create new
tables and perform
other database
administration
functions.
• • • • •
5. Click OK. The new FactoryTalk Metrics LE user (for example, FTMLEUser) appears
under the Logins folder.
12
For help creating the SQL Server database or login account, click the Help button or refer to
the RSBizWare Administrator’s Guide.
6. Close the Microsoft SQL Server Management Studio window.
Creating a DSN database connection
1. To launch the ODBC for Windows Server 2003, select Start > All Programs >
Administrative Tools > Data Sources (ODBC). The ODBC Data Source
Administrator dialog box opens.
2. Click the System DSN tab.
3. To create a system DSN connection to this server, click Add. In the Select a driver for
which you want to set up a data source list, select the SQL Native Client driver and
then click Finish. The Create a New Datasource to SQL Server wizard page appears.
4. Complete the following fields:
Name. Type the DSN name (for example, FTMLEDSN).
2 • INSTALLING FACTORYTALK METRICS LE
Server. Click the drop-down arrow to select the name of the computer where SQL
Server is installed.
5. Click Next.
6. Complete the following fields:
With SQL Server authentication using a login ID and password entered by
the user.
Select this option to create the database connection using SQL Server
(rather than Windows) authentication.
Login ID. Type the login id of the SQL Server user you just created (for example,
FTMLEUser).
Password. Type the password of the SQL Server user.
7. Click Next.
8. You can select the Change the default database checkbox and click the drop-down
arrow to select the database (for example, FTMLEDB).
9. Click Next. Complete the page as desired and click Finish.
It is recommended that you test the data source and verify that its connection can be
established. This verifies that the server name, login name, and password are correct. Click
Test Data Source. Once the test is successful, click OK.
• • • • •
10. When the DSN appears in the ODBC Data Servers Administration dialog box, click
OK.
Installing Report Expert
You must install Report Expert, the reporting interface to FactoryTalk Metrics LE. Install
Report Expert version 1.10.00.0007. When installing Report Expert, be sure and use the
DSN you created earlier (see
For more information on installing Report Expert, refer to the Report Expert User’s Guide.
“Creating a DSN database connection” on page 12).
Install FactoryTalk Activation and licenses
To install FactoryTalk Activation and licenses, refer to the RSBizWare Administrator’s
Guide.
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
Installing FactoryTalk Metrics LE
Install FactoryTalk Metrics LE on the same computer where Microsoft SQL Server
resides. This installation process installs the FactoryTalk Metrics LE UDT, the
FactoryTalk Metrics LE Configuration Tool, and additional FactoryTalk Metrics LE
reports and parameter sets.
To begin the installation process:
1. Insert the FactoryTalk Metrics Line Edition CD-ROM into the CD/DVD drive. If your
operating system is set to the default, the FactoryTalk Metrics LE installation will
begin running automatically. If your operating system is not set to the default, browse
the CD-ROM to double-click the autorun.exe file.
2. Click Install FactoryTalk Metrics LE.
3. On the Welcome page of the installation wizard, click Next.
4. Read and accept the license agreement and click Next.
5. Complete the customer information and click Next.
6. Choose to install a complete (recommended) or custom installation of FactoryTalk
Metrics LE and click Next.
If you choose to perform a custom installation, the Custom Setup wizard page appears. As a
default, each of the features (Documentation, FactoryTalk Metrics LE Reports, FactoryTalk
Metrics LE Configuration Tool, and FactoryTalk Metrics LE ControlLogix UDT) is installed and
is necessary to make FactoryTalk Metrics LE function properly. To revise the installation of
any of the features, click the drop-down arrow next to the feature. You can opt to have the
individual features (and its subfeatures) installed on the local hard drive, installed when
required (when you first attempt to use the feature), or be made unavailable (not installed).
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7. Click Install. The FactoryTalk Metrics LE files are copied to your computer.
8. When the installation is complete, click Finish.
9. To close the installation wizard when you are done, click Exit.
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FactoryTalk Metrics LE Content
FactoryTalk Metrics LE contains additional software and content which is not included in
a standard FactoryTalk Metrics installation. This content streamlines the configuration of
FactoryTalk Metrics if you have Rockwell Automation ControlLogix controllers that can
utilize a User-Defined Type.
The additional content provided with FactoryTalk Metrics LE includes:
User-Defined Type (UDT). For information on the UDT, see “FactoryTalk Metrics
LE UDT” on page 15.
Configuration Tool. The FactoryTalk Metrics LE Configuration Tool automatically
configures the performance parameters of workcells using the tag names in the UDT.
You will use the configuration tool in the next chapter. See “Configuring FactoryTalk
Transaction Manager” on page 38 and “Configuring FactoryTalk Metrics” on page 44.
Additional Report Expert reports and parameter sets. This includes a dashboard
report with several dashboard widgets which can be used to customize or create a
new dashboard report. See “Reports and Parameter Sets” on page 23.
The process of configuring and using these components is covered in Chapter 4,
“Configuring FactoryTalk Metrics LE” on page 25.
FactoryTalk Metrics LE UDT
The UDT named FTMLE_Workcell provides a comprehensive set of data points you
can use to configure FactoryTalk Metrics. The FactoryTalk Metrics LE UDT should
satisfy many customers’ data collection needs. However, FactoryTalk Metrics is not
limited to collecting tags in the UDT structure. It can collect tags from anywhere in
the control system. The UDT is provided as a convenience for data point organization
and faster configuration. Using the UDT requires the use of a compatible
ControlLogix controller.
Data point organization. The UDT organizes the data points that are typically used
for FactoryTalk Metrics data collection into a single structure that you can implement
in a Logix-based control system program.
Performance parameter configuration. The FactoryTalk Metrics LE Configuration
tool uses the data point names in the UDT to automatically configure performance
parameters for FactoryTalk Metrics workcells. Each data point is used for a particular
performance parameter.
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FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE
• • • • •
UDT Data Points and FactoryTalk Metrics Performance Parameters
The FactoryTalk Metrics LE Configuration tool configures FactoryTalk Metrics
performance parameters using the tag names in the UDT. Each workcell in the plant
model uses a different instance of the UDT in the control system (see “Creating the plant
model” on page 35). Each workcell will be configured identically.
The FactoryTalk Metrics LE Configuration tool configures performance parameters in a specific
manner. However, you can modify the performance parameters after you use the FactoryTalk
Metrics LE Configuration tool. As the implementor, decide whether and how to change the
performance parameters to meet the customer’s needs. You can modify workcell performance
parameters as necessary using standard methods for FactoryTalk Metrics. For more information,
see the FactoryTalk Metrics Users’ Guide.
Following are the data points in the UDT and the corresponding performance
parameters for which they will be used in FactoryTalk Metrics.
you must modify the control system program to ensure that the UDT tags contain valid
data for FactoryTalk Metrics to collect.
All UDT data points (unless otherwise noted) are used by the FactoryTalk Metrics LE
Configuration Tool to configure FactoryTalk Metrics performance parameters. If a
particular UDT data point is not used in a customer’s application, and therefore does not
contain valid control system data, you will have to modify the FactoryTalk Metrics
performance parameters. Do this after you run the FactoryTalk Metrics LE Configuration
Tool to make sure that the unused data point is not used by FactoryTalk Metrics.
As the implementor,
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P
ART
ID
The Part ID identifies the product being produced at the workcell.The value in this field
should change when the workcell produces a different part. You must coordinate the
PartId value with the part count values in order to associate the part counts with the
correct Part Id.
Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled
1 PartId String Part ID Unscheduled
3 • FACTORYTALK METRICS LE CONTENT
I
DEAL CYCLE TIME
This value is the time required for one part to past through the workcell under ideal
conditions. Ideal Cycle Time is a real value and represents seconds. Usually, the Ideal
Cycle Time value changes only if the Part Id also changes.
Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled
2 IdealCT Real Ideal Cycle Time Unscheduled
G
OOD PARTS
Good Parts is the count of the first quality parts produced by the workcell.
Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled
3 GoodParts Integer Good Part Count Unscheduled
The GoodParts tag should act like an accumulator and increase in value. This value should
never decrease unless it is reset.
• • • • •
S
CRAP PARTS
Scrap Parts is the number of parts produced by a workcell that, for whatever reason,
cannot be categorized as good parts. From a machine efficiency point of view, these parts
have no value, and the cycle time taken to produce them at the current workcell has been
wasted.
Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled
4 ScrapParts Integer Scrap Part Count Unscheduled
The ScrapParts tag should act like an accumulator and increase in value. This value should
never decrease unless it is reset.
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