Rockwell Automation FactoryTalk Metrics Line Edition User Manual

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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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Allen-Bradley, ControlLogix, FactoryTalk, PLC-2, PLC-3, PLC-5, Rockwell Automation, Rockwell Software, RSLinx, the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc.

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configuration, the application being performed, operator control, maintenance and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

Version: 9.0.0 (CPR 9) Modified: August 7, 2008 4:53 pm

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

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

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

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.

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

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.

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.

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.

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.

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.

Update FTMLE

8.0

Update FT Metrics

9.0

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

RSBizWare Administrator’s Guide.

Install RSLogix Refer to Getting Results

with RSLogix 5000.

Install RSLinx Enterprise

Refer to the

RSLinx

Enterprise Getting Results Guide.

Install RSBizWare 9.0 Refer to the

RSBizWare Administrator’s Guide.

Install FactoryTalk Activation and licenses

Refer to the

RSBizWare

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.

See “Installing FactoryTalk Metrics LE” on page 14.

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.

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):

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

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.

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.

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.

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).

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.

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.

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,

ART

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

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

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.

• • • • •

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.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

OTAL PARTS

The Total Parts value is automatically calculated by FactoryTalk Metrics as:

Good Parts + Scrap Parts = Total Parts

The FactoryTalk Metrics LE Configuration Tool does not use Total Parts when configuring performance parameters and relies on FactoryTalk Metrics to calculate Total Parts as the sum of Good Parts and Scrap Parts. If the customer’s application requires that Total Parts be collected, you must configure Total Parts manually using the RSBizWare Configuration Console after you run the FactoryTalk Metrics LE Configuration Tool.

CHEDULED AVAILABILITY

By default, the FactoryTalk Metrics Configuration tool configures Scheduled Availability to be collected from the control system. The UDT’s Shift tag is expected to contain a number that corresponds to the workcell’s current shift number. If Shift is greater than

zero, the workcell is assumed to be on shift and available to run.

Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled

6 Shift Integer Scheduled Availability -

Unscheduled

Shift

You can create a list to convert shift values to strings by using the Configuration Console. See the FactoryTalk Metrics User’s Guide.

UNNING

Running is used to determine whether or not a workcell is running. If the Running tag is high or true, the workcell is considered to be running. Running Time is an important

component of several KPI calculations.

Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled

7 Running BOOL Running state indicator Unscheduled

3 • FACTORYTALK METRICS LE CONTENT

ONITORED AVAILABILITY

Monitored Availability can be used as a real-time override of Scheduled Availability. It is commonly used to prevent Available Time from accumulating if the workcell is scheduled

to be available but cannot produce due to some factor that is beyond its control.

• • • • •

Line UDT Field Name Data Type FactoryTalk Metrics

use

8 Monitored_Availability BOOL Monitored Availability Unscheduled

USTOM EVENTS

- M

ONITORED VALUE

Scheduled/Unscheduled

The UDT contains one tag that is configured in FactoryTalk Metrics as a Monitored Value custom event. It is assumed that this tag will always contain a meaningful value, such as

machine state code.

Line UDT Field Name Data Type FactoryTalk Metrics

use

9 Monitored_Value Integer Custom Event

(Monitored Value type)

Using the Configuration Console, you can create a list to convert the numeric values returned by this data point into string values for easier reporting. See the FactoryTalk Metrics User’s Guide.

Scheduled/Unscheduled

Unscheduled

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

USTOM EVENTS

- D

IGITAL

The UDT contains an array of five Boolean values that are interpreted by FactoryTalk Metrics as triggers for five user-defined digital events. (There are actually 32 values in the array, but the FactoryTalk Metrics LE Configuration Tool only configures the first five.)

FactoryTalk Metrics will monitor each of these Boolean values, and each should represent a single important event that FactoryTalk Metrics will capture (such as an e-stop, downtime, light curtain break, product changeover, etc.). When the trigger value changes from 0 to 1 (or low to high), that is interpreted as the start of the event. A trigger value change from 1 to 0 (or high to low) is interpreted as the end of the event.

Once these events are configured in FactoryTalk Metrics by the FactoryTalk Metrics LE Configuration Tool, you should edit the performance parameters to give them meaningful names for reporting purposes. See “Modifying performance parameters” on page 45.

Digital events differ from analog events because analog events have an event value data point (such as an event reason code) in addition to the

Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled

Events_Digital BOOL (32) Custom Events (with no

10 Events_Digital(0) BOOL Event Trigger

11 Events_Digital(1) BOOL Event Trigger

12 Events_Digital(2) BOOL Event Trigger

13 Events_Digital(3) BOOL Event Trigger

14 Events_Digital(4) BOOL Event Trigger

trigger data point.

Unscheduled

event values)

3 • FACTORYTALK METRICS LE CONTENT

USTOM EVENTS

- A

NALOG

The FTMLE_Workcell UDT contains a UDT called FTMLE_AnalogEvents — an array of one Boolean value and one Integer value. The UDT field called Events_Analog consists of an array of five occurrences of the FTMLE_AnalogEvents UDT.

The five

triggers are interpreted by FactoryTalk Metrics as triggers for five analog events. The five integers are interpreted as event values. Typically, reason codes for the event are provided by the operator or control system. Each of these trigger/value pairs are independent and should indicate that an important workcell event is occurring that FactoryTalk Metrics should track. The trigger value should change from 0 to 1 (or low to high) when the event to track is occurring, and should change back to 0 (or low) when the event ends. The control system should copy an event value to the Value data point before the event ends and the trigger returns to low. Each trigger/value pair should indicate only one distinct event that may have multiple causes (for example, downtown operator stop, etc.). Once these events are configured in FactoryTalk Metrics by the FactoryTalk Metrics Configuration tool, you should edit the performance parameters to give them meaningful names and to provide lookup lists to translate the integer values returned in the value data points to string values for reporting. See “Modifying performance parameters” on

page 45.

• • • • •

Line UDT Field Name Data Type FactoryTalk Metrics

use

Events_Analog FTMLE_AnalogEvents[5] Custom Events (with

event values)

15 Trigger(0) BOOL Event Trigger Unscheduled

16 Value(0) Integer Event Value Scheduled

17 Trigger(1) BOOL Event Trigger Unscheduled

18 Value(1) Integer Event Value Scheduled

19 Trigger(2) BOOL Event Trigger Unscheduled

20 Value(2) Integer Event Value Scheduled

21 Trigger(3) BOOL Event Trigger Unscheduled

22 Value(3) Integer Event Value Scheduled

23 Trigger(4) BOOL Event Trigger Unscheduled

24 Value(4) Integer Event Value Scheduled

Scheduled/ Unscheduled

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

LEX FIELDS

- S

TRING

A FactoryTalk Metrics application can have five flex fields. These fields can be an integer, boolean, or string. Flex fields are defined system-wide for all workcells and are typically values (such as an operator id) necessary for providing context for performance reporting.

The FactoryTalk Metrics LE Configuration Tool chooses the string tag for each flex field.

Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled

Flex_String String(5) Flex Fields (String type) Unscheduled

35 Flex_String(0) Flex Field 1

36 Flex_String(1) Flex Field 2

37 Flex_String(2) Flex Field 3

38 Flex_String(3) Flex Field 4

39 Flex_String(4) Flex Field 5

LEX FIELDS

- I

NTEGER

Integer flex fields are valid flex field types and therefore are provided in the UDT. However, this type of flex field is not used by the FactoryTalk Metrics LE Configuration Tool. To use integer flex fields, you must configure the performance parameters manually

and change the flex field data point from the Flex_String to Flex_Integer.

Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled

Flex_Integer Int (5) Flex Fields (Integer type) Unscheduled

25 Flex_Integer(0) Flex Field 1

26 Flex_Integer(1) Flex Field 2

27 Flex_Integer(2) Flex Field 3

28 Flex_Integer(3) Flex Field 4

29 Flex_Integer(4) Flex Field 5

LEX FIELDS

- B

OOLEAN

Boolean flex fields are valid flex field types and therefore are provided in the UDT. However, this type of flex field is not used by the FactoryTalk Metrics LE Configuration Tool. To use boolean flex fields, you must configure the performance parameters

manually and change the flex field data point from the Flex_String to Flex_Integer.

Line UDT Field Name Data Type FactoryTalk Metrics use Scheduled/Unscheduled

Flex_Real BOOL(32) Flex Fields (BOOL type) Unscheduled

30 Flex_Bool(0) Flex Field 1

31 Flex_Bool(1) Flex Field 2

32 Flex_Bool(2) Flex Field 3

33 Flex_Bool(3) Flex Field 4

34 Flex_Bool(4) Flex Field 5

Reports and Parameter Sets

• • • • •

3 • FACTORYTALK METRICS LE CONTENT

In addition to the eight report templates, 39 standard reports, and 22 standard parameter sets that are part of the standard FactoryTalk Metrics installation, there are 10 additional report templates, two additional parameter sets, and two additional reports included in FactoryTalk Metrics LE. The two additional FactoryTalk Metrics LE reports are:

 Dashboard Example  Machine State History

These reports can be seen in the Report Expert tree. To view the FactoryTalk Metrics LE reports, see “Viewing FactoryTalk Metrics LE Reports” on page 49.

The two additional FactoryTalk Metrics LE parameter sets are:

 Dashboard Current Shift. This parameter set contains specific grouping settings for

the dashboard reports. The time criteria is set to Current Shift.

 Last 30 Minutes Current Shift. This parameter set is used for the Machine State

History report.

To make modifications to reports, see “Configuring Reports” on page 47.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

The primary additional report template is a dashboard report that contains nine dashboard elements, or widgets. Each of the widgets is also included as a report template in Report Expert:

 OEE %  OEE Components  Good Parts vs. Scrap Parts  Uptime vs. Downtime  Machine States  Event Count Duration  Last State  Production Summary  Uptime Summary

For specific widget information, see “Dashboard widgets” on page 53.

Configuring FactoryTalk Metrics LE

FactoryTalk Metrics LE contains tools that are designed to reduce the time it takes to implement a FactoryTalk Metrics system. You will use the FactoryTalk Metrics LE UserDefined Type (UDT), RSLogix 5000, RSLinx Enterprise, and the FactoryTalk Metrics LE Configuration Tool to configure a functioning FactoryTalk Metrics LE application.

To configure FactoryTalk Metrics LE, you must modify specific information for the following:

 FactoryTalk Directory. Create users, applications, optionally define areas, create the

RSLinx Enterprise connection, and create shortcuts. See “Configuring the FactoryTalk Directory” on page 27.

 RSBizWare Service Console. Configure servers; assign privileges, licenses, and

activations; and configure flex fields. See “Configuring the RSBizWare Service Console” on page 30.

 Database data. Load the data that defines FactoryTalk Metrics LE reports into the

FactoryTalk Metrics LE database. See “Loading database data” on page 34.

 Plant model. Use the RSBizWare Console to create the plant model for your facility.

See “Creating the plant model” on page 35.

 FactoryTalk Metrics LE UDT. Add the FactoryTalk Metrics UDT to your

ControlLogix programs. This allows the FactoryTalk Metrics LE Configuration Tool to use the data points in the UDT for the FactoryTalk Metrics application. See “Adding the FactoryTalk Metrics LE UDT” on page 36.

 FactoryTalk Transaction Manager. Use the FactoryTalk Metrics LE Configuration

Tool to load data as well as create and import the FactoryTalk Transaction Manager configuration. See “Configuring FactoryTalk Transaction Manager” on page 38.

 Data collection. Use the RSBizWare Service Console to register the FactoryTalk

Transaction Manager configuration for data collection. See “Registering the FactoryTalk Transaction Manager configuration for data collection” on page 43.

 FactoryTalk Metrics. Use the FactoryTalk Metrics LE Configuration Tool to

configure FactoryTalk Metrics using the data points in the UDTs in the controller programs. See “Configuring FactoryTalk Metrics” on page 44.

 Performance Parameters. Use the RSBizWare Configuration Console to modify and

customize the performance parameters as necessary using the standard FactoryTalk Metrics capabilities. See “Modifying performance parameters” on page 45.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

 Reports. Using the standard Report Expert reports, create and manage parameter sets

to satisfy your reporting requirements. Configure the report tree to add or modify reports as necessary. See “Configuring Reports” on page 47.

When you have made all of the desired modifications, you can start data collection for the FactoryTalk Metrics application. See “Starting data collection” on page 47.

Configuring FactoryTalk Metrics LE: New vs. Update

This Administrator's Guide assumes you are configuring 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. In the update scenarios, some steps are only required if you intend to modify your existing

application to add more workcells using the FactoryTalk Metrics LE Configuration Tool.

Configuration Step Document Reference New

Install

Configure the FactoryTalk Directory

Configure the RSBizWare Service Console (services, users, and flex fields)

Load reports using the DBWizard

Create the plant model See “Creating the plant

Import the FactoryTalk Metrics LE UDT and update RSLogix programs

See “Configuring the FactoryTalk Directory” on page 27.

See “Configuring the RSBizWare Service Console” on page 30.

See “Loading database data” on page 34.

model” on page 35.

See “Adding the FactoryTalk Metrics LE UDT” on page 36.

99 9

Update FTMLE

8.0

Update FT Metrics

9.0

4 • CONFIGURING FACTORYTALK METRICS LE

• • • • •

Configuration Step Document Reference New

Install

Configure FactoryTalk Transaction Manager using the FactoryTalk Metrics LE Configuration Tool

Configure FactoryTalk Metrics using the FactoryTalk Metrics LE Configuration Tool

Modify performance parameters through the RSBizWare Configuration Console

Configure reports (as needed)

See “Configuring FactoryTalk Transaction Manager” on page 38.

See “Registering the FactoryTalk Transaction Manager configuration for data collection” on page 43.

See “Configuring FactoryTalk Metrics” on page 44.

See “Modifying performance parameters” on page 45.

See “Configuring Reports” on page 47.

99 9

Update FTMLE

8.0

Update FT Metrics

9.0

* This step is required if you plan to use the FactoryTalk Metrics LE Configuration Tool to add more workcells to an existing application.

Configuring the FactoryTalk Directory

In order to configure FactoryTalk Directory for FactoryTalk Metrics LE, you must perform the following:

 Add users. Create user accounts in order for users to be able to use FactoryTalk

Metrics. See “Adding FactoryTalk users” on page 28.

 Configure the OPC Server. Configure RSLinx Enterprise as the OPC server for

FactoryTalk Metrics LE. See “Configuring RSLinx Enterprise as the OPC Server” on page 28.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

Adding FactoryTalk users

To create users who can access FactoryTalk Metrics, you must first create those users in the FactoryTalk Directory. In the FactoryTalk Directory you can create either FactoryTalk users or Windows-linked users. In the following steps you will create one FactoryTalk user called FTAuthor to whom you will later grant privileges to configure FactoryTalk Metrics.

To add users:

1. Launch the FactoryTalk Administration Console. Select Start > All Programs > Rockwell Software > FactoryTalk Administration Console.

2. Select the Network directory and click OK.

3. Double-click the Users and Groups folder to expand it.

4. Right-click the Users folder and select New.

5. Add a FactoryTalk user (for example, “FTAuthor”).

A Windows-linked user is validated by Windows. If applicable, use Windows-linked group accounts rather than Windows-linked user accounts. This simplifies the process if you ever move your software to a different domain. You cannot move individual Windows-linked user accounts from one domain to another. You can move Windows-linked group accounts to a new domain, while retaining all of the security permissions for the group. If you change the domain an individual Windows-linked user account belongs to, you must delete the old account, create the new account, and then recreate all of the security permissions for the new account.

To set up the security policy according to the customer’s needs, refer to the FactoryTalk Security Quick Start Guide.

Configuring RSLinx Enterprise as the OPC Server

Configure RSLinx Enterprise as the OPC server. RSLinx Enterprise must be used as the OPC server in order to use the FactoryTalk Metrics LE UDT in ControlLogix controllers and the FactoryTalk Metrics LE Configuration Tool to configure FactoryTalk Metrics LE. Other OPC servers may also be required if controllers other than ControlLogix are used as sources for FactoryTalk Metrics LE data. When you installed RSLinx Enterprise, it appeared in the FactoryTalk Administration Console.

HECKING THE PROCESSOR CONNECTIONS

1. Click the Communications tab at the bottom of the FactoryTalk Administration Console.

2. Verify the connection to the processors. Drivers and/or devices may need to be added to access the appropriate processors.

4 • CONFIGURING FACTORYTALK METRICS LE

REATING AN APPLICATION AND SERVER FOR

RSL

INX ENTERPRISE

Create a new application for your RSLinx Enterprise OPC server and then verify the computer hosting the server. All of the OPC servers and controllers that FactoryTalk Metrics LE uses should be contained within a single application in the FactoryTalk Directory.

To add an application:

1. On the Application tab, right-click the network and select New Application.

2. Type a name and description for the application (for example, “FTApp”) and click OK. The new application appears under the network tree item at the bottom of the FactoryTalk Administration Console.

3. Right-click the new application and select Add New Server > Rockwell Automation Device Server (RSLinx Enterprise). The RSLinx Server Properties dialog box opens.

4. Verify the computer name hosting the RSLinx Enterprise Server.

To configure the Redundancy and the Alarms and Events tabs as necessary, refer to the RSLinx Enterprise Users Guide.

• • • • •

5. Click OK. The new server appears under the application.

DDING AREAS (OPTIONAL

)

Areas organize and subdivide a distributed network application into logical or physical divisions. For example, separate areas might correspond with separate manufacturing lines in a facility, separate plants in different geographical locations, or different manufacturing processes

Adding areas to a FactoryTalk Directory application is optional.

To add areas:

1. Right-click your new application (for example, “FTApp”) and select New Area. The New Area dialog box opens.

2. In the Name field, type a name for the new area (for example, “FTArea1”). Enter an optional description and click OK. The new area appears under the Application tree item.

3. Repeat steps 2 and 3 for each additional area.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

DDING SHORTCUTS

Add shortcuts to reference each of the ControlLogix controllers and verify the communication.

To add shortcuts and verify their communication:

1. Click the plus sign (+) to open the new RSLinx Enterprise server you just created and double-click the Communication Setup tree item. If necessary, maximize the FactoryTalk Administration Console to see the entire configuration.

2. To create a new shortcut, click Add. “New Shortcut” appears.

3. Type the shortcut name to reference all data points within a specific ControlLogix device. If one device will contain only the data points for one FactoryTalk Metrics LE workcell, consider using the same name for both the workcell (see “Creating the plant model” on page 35) and the shortcut (for example, “Filler”). This is the convention used by the FactoryTalk Metrics LE Configuration Tool. If data points from more than one workcell will be contained in one device, use some other meaningful name for the shortcut. Create one shortcut for each device.

4. Once you name the shortcut, click the Primary tab to the right of the shortcuts and navigate to the controller’s connection.

5. Select the controller and at the top of the dialog box, click Apply. Click Ye s to apply the changes.

6. At the bottom of the dialog box, click Verify to open the Shortcut Verifier dialog box. For help completing the dialog box, click How to use the Shortcut Verifier at the bottom of the Shortcut Verifier dialog box.

7. At the bottom of the Communication Setup dialog box, click OK.

If multiple ControlLogix controllers are required to provide data for FactoryTalk Metrics LE, repeat the necessary steps to add additional shortcuts.

8. Close the FactoryTalk Administration Console.

Configuring the RSBizWare Service Console

When you first configure the Service Console you must perform the following:

 Configure servers. Register the Security Services Manager and Information Services

Manager and associate the Metrics Server Manager. See “Configuring servers” on page 31.

 Assign user privileges, licensing, and activation. Give FactoryTalk Directory users

FactoryTalk Metrics privileges and activations and assign workcell licenses and

4 • CONFIGURING FACTORYTALK METRICS LE

activations to the Information Services Manager. See “Assigning user privileges, licensing, and activation” on page 32.

 Enable flex fields. FactoryTalk Metrics LE configures five flex fields. Enable the

desired flex fields. See “Enabling flex fields” on page 33.

ONFIGURING SERVERS

You must register the Security Services Manager, Information Services Manager and Metrics Server Manager.

To register the servers:

1. Select Start > Programs > Rockwell Software > RSBizWare > Service Console to open the RSBizWare Service Console.

2. If you are working with a clean installation of FactoryTalk Metrics LE, the message “No Security Services Manager have been registered. Would you like to register one now?” appears. If this prompt appears, click Ye s and then complete the Service

Console Registration dialog box.

If you are logged in as a Windows Administrator, you are automatically logged into the RSBizWare Service Console. If not, you must log in using a FactoryTalk user name that is a member of the Administrators group. See “Adding FactoryTalk users” on page 28.

• • • • •

3. Register the Information Services Manager server. Right-click the Servers tree item (under the Security Services Manager) and select Register Server. The Service Console Registration dialog box appears.

4. In the Server Type field, click the drop-down arrow and select Information Services Manager and then click OK. When you expand the Servers tree item, a yellow question mark will appear next to the Information Services Manager, indicating it is not completely configured.

5. To complete its configuration, select the Information Services Manager tree item in the tree and then in the Data Connection Properties on the right side of the window, complete the following fields:

 Data Sources. Select the FactoryTalk Metrics LE DSN (for example,

FTMLEDSN).

 Database User ID. Enter the user id for the SQL Server database (for example,

FTMLEUser).

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

 Database Password. Enter the user’s password for the SQL Server database.

For more information on completing the Data Connection Properties dialog box, click Help.

6. To test the connection, click Test Connection. When the connection is successful, click OK.

7. Click Apply and then click Ye s to restart the server.

8. When the warning message appears regarding not rebooting until the Information Services Manager has started, click OK. The database will be initialized with the RSBizWare schema for FactoryTalk Metrics. When this is complete, the message “The server is running” appears at the top of the window.

9. To associate the Metrics Server Manager, under the Servers tree item, right-click the

Information Services Manager tree item and select Associate Metrics Server Manager. Complete the Service Console Registration dialog box to associate the

Metrics Server Manager. Click the Metrics Server Manager tree item and complete the Database Connection Properties in the pane on the right.

name, and password that you used in step 5.

For more information on configuring the RSBizWare Service Console, refer to the RSBizWare Administrator’s Guide.

Use the DSN, user

SSIGNING USER PRIVILEGES, LICENSING, AND ACTIVATION

The FactoryTalk Metrics product activations that have been purchased must be assigned to the server where the product is installed. In this section you will also import the FactoryTalk users into the Service Console and assign user licenses and privileges. For more information, refer to the RSBizWare Administrator’s Guide.

1. To assign activations to the Information Services Manager, open the Security Services Manager, Administration, and Activations tree items. Select the desired activations and click Assign an Activation to assign it to the Information Services Manager. You will need to assign at least one Metrics Server Manager activation, at least one FactoryTalk Metrics Author activation, and at least one RSBizWare Runtime activation.

2. To synchronize the FactoryTalk Directory users with the RSBizWare database, under the Administration tree item, select Users and Groups and click Refresh at the bottom of the right pane. Any users or groups you created earlier will now appear.

3. To grant privileges to a user, select the user who to whom you want to grant permission to configure FactoryTalk Metrics LE (for example, FTAuthor) and click Edit User Properties. The Security Control dialog box appears.

4 • CONFIGURING FACTORYTALK METRICS LE

4. Click the License & Activation tab and select FactoryTalk Metrics Author checkbox. This allows the user to configure FactoryTalk Metrics using the Configuration Console and the FactoryTalk Metrics LE Configuration Tool. This also consumes one FactoryTalk Metrics Author activation. We will assume that the user is FTAuthor. You may make as many users authors as you have FactoryTalk Metrics Author activations.

5. Click the Privileges tab and select all of the privileges. This ensures that the user will have the ability to perform all tasks from within FactoryTalk Metrics LE.

6. Click OK.

For more information on configuring the RSBizWare Service Console, refer to the RSBizWare Administrator’s Guide.

NABLING FLEX FIELDS

Flex fields (or user-defined summarization criteria) are optional data values you can collect from the control system to give the rest of your historical data additional context. The standard summarization criteria include Shift and Part Id. Therefore, you can group or sort all FactoryTalk Metrics data you collect by these values. You can define additional flex fields at the system level. Each configured workcell can optionally collect flex field data from the control system. At the system level you only enable, name, and define types for flex fields available for collection. For more information about flex fields, refer to the RSBizWare Administration Guide.

• • • • •

FactoryTalk Metrics allows up to five flex fields.

To enable flex fields:

1. In the RSBizWare Service Console under the Metrics Server Manager tree item, select the FactoryTalk Metrics Flex-Fields tree item. The five FactoryTalk Metrics flex fields (user-defined summarization fields) appear.

2. To enable a flex field, double-click the row of the desired flex field and select the following options on the Configure Summarization Criteria dialog box:

 Name. Flex fields are named by default (for example, "User Defined

Summarization Field 1" etc.).

If you don't change the flex field name here, the name will appear as "User Defined Summarization Field 1" in the Performance Parameter screen as well as in the Report Expert parameters. The name you assign here will reference the flex field throughout the application.

 Enable This Summarization Criteria. This enables the selected flex field. Flex

fields that are not enabled do not appear elsewhere in the application.

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• • • • •

 String Value. Select this option because the FactoryTalk Metrics LE

Configuration Tool only configures the string values in the UDT for use as flex fields. If the flex field you want to use is either numeric or boolean, you may configure it as such here, but you will have to modify the performance parameters that the FactoryTalk Metrics LE Configuration Tool creates to use an integer or boolean data point for the flex field value.

3. Click OK.

4. Repeat steps 2 and 3 for each additional flex field you would like to enable (up to five flex fields). The flex fields you enable will be included in the performance parameters

for all the workcells you define in the FactoryTalk Metrics application.

For more information about configuring the RSBizWare Service Console, refer to the RSBizWare Administrator’s Guide.

5. Close the RSBizWare Service Console.

Loading database data

Load the data required by FactoryTalk Metrics LE into the database. This loads the standard Report Expert data used in FactoryTalk Metrics and updates the FactoryTalk Metrics LE database with Report Expert .dat files and the extra FactoryTalk Metrics LE .dat file.

1. Launch the Database Load and Update Wizard. To do this, select Start > Programs > Rockwell Software > FactoryTalk Tools> Database Wizard.

2. Click Next. The Product and Database Connection dialog box opens.

3. Complete the following fields:

 OBDC DSN. Click the drop-down arrow and select the DSN that you created

earlier (for example, FTMLEDSN). See “Creating a DSN database connection” on page 12.

 User. Type the user name for the DSN (for example, FTMLEUser).

 Password. Type the password (for example, FTMLEUser).

4. Click Connect. The Available Product Modules list appears.

5. Select

the FactoryTalk Metrics Line Edition and Report Expert check boxes.

The Report Expert schema only appears if this is a clean install and therefore Report Expert has not been installed previously.

6. To load the data, click Finish. The data is loaded.

7. To close the wizard, click Close.

LANT MODEL STRUCTURE

The default plant model structure follows S95 standards and consists of the following hierarchy:

 Enterprise  Site  Area  Line  Wo rk ce ll

Create entries in the plant model for at least the site, area, line, and workcell levels shown because this is the plant model structure that is used in the Report Expert reports.

Typically, machines that are to be monitored by FactoryTalk Metrics are defined at the workcell level. The FactoryTalk Metrics LE Configuration Tool only configures plant model entries at the workcell level.

Creating the plant model

There is no default plant model configured for FactoryTalk Metrics LE. The number of workcells you add to your plant model is limited by the size of the license purchased. FactoryTalk Metrics LE can be purchased with 10, 25, 50, 100, 200 workcell licenses. Therefore, you can configure your plant model as necessary with up to 200 workcells. To use the FactoryTalk Metrics LE Configuration Tool effectively, you will create one instance of the FactoryTalk Metrics UDT in the control system for each workcell defined in the plant model.

• • • • •

4 • CONFIGURING FACTORYTALK METRICS LE

To add workcells:

1. Launch the RSBizWare Configuration Console. To do this, select Start > All Programs > Rockwell Software > RSBizWare > Configuration Console.

2. Under FactoryTalk Tasks, click Configure the Plant Model. The Plant Model dialog box appears.

3. To create an entry at the plant model’s root level, right-click anywhere in the window and select New Root Enterprise or New Root Site. To create an entry at a lower level, right-click an entry in the plant model, select New Activity Area, and then select the appropriate level for the new entry.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

4. At the workcell level of the plant model, type the name of the workcell (for

example, "Filler").

5. Add the remaining workcells for your plant model and then click OK.

For more information about configuring your plant model with additional workcells, refer to the RSBizWare Administrator’s Guide.

Adding the FactoryTalk Metrics LE UDT

For each workcell to be included in the FactoryTalk Metrics application, you must create an instance of the FactoryTalk Metrics LE UDT in the control system to serve as a data source for that workcell. You must add the UDT definition to the appropriate RSLogix 5000 control program, create an instance of the UDT, and add MOV or other instructions to the program to ensure that the UDT data points will contain valid data. For a discussion of how each of the FactoryTalk Metrics performance parameters relates to the tags in the UDT, see “UDT Data Points and FactoryTalk Metrics Performance Parameters” on page 16.

All data points in the UDT, with the exception of Good Parts, are optional. Therefore, you do not have to use all of the data points contained in the UDT. However, the FactoryTalk Metrics LE Configuration Tool assumes you are using all of the data points and will map them to the appropriate FactoryTalk Metrics performance parameters. You will have to manually remove the data points that you do not use from the FactoryTalk Metrics performance parameters. See “Modifying performance parameters” on page 45.

To import the UDT:

1. Launch RSLogix 5000. Select Start > All Programs > Rockwell Software > RSLogix 5000 Enterprise Series > RSLogix 5000.

2. Open your controller program file into which you want to import the UDT.

3. Right-click the User-Defined folder and select Import Data Type to import FactoryTalk Metrics LE UDT.

4. Browse to select the FTMLE_Workcell.L5X file and click Import.

By default the FTMLE_Workcell.L5X UDT file is located in the following location: C:\Program Files\Rockwell Software\FactoryTalk Metrics Line Edition

5. When the file is imported two UDTs (FTMLE_AnalogEvents and FTMLE_Workcell) appear under the User-Defined folder. You will use these data types later to create an array of tags specifically designed to store FactoryTalk Metrics data.

4 • CONFIGURING FACTORYTALK METRICS LE

FTMLE_Workcell defines the structure used to collect the information for a standard FactoryTalk Metrics workcell and references the FTMLE_AnalogEvent structure.

6. To see the UDT’s tags, select the FTMLE_Workcell tree item.

If the controller program contains datapoints for more than one workcell that will be configured in FactoryTalk Metrics LE, you can create an array of UDTs rather than creating several instances of the UDT with different names. UDT arrays are supported by the FactoryTalk Metrics LE Configuration Tool as a convenience. The dimension of the array should be the same as the number of workcells that are included in the controller program. The suggested name of the UDT array is "Workcell" because this is the default name that the FactoryTalk Metrics LE Configuration Tool uses.

• • • • •

7. Create the necessary number of instances of the FTMLE_Workcell UDT in the controller program. In the controller program’s (project name) folder, right-click Controller Tags and select New Tag.

8. In the New Tag dialog box’s Name field, type the name of the tag (for example, “Workcell”) and enter an optional description.

9. After the Data Type field, click the browse button

10. In the Select Data Type dialog box, scroll the list of data types to select FTMLE_Workcell.

11. In the Dim 0 field, change the value to the number of workcells in the controller program. This will create an array of the same number of instances of the FTMLE_Workcell UDT.

12. Click OK. The New Tag dialog box reappears.

13. Click OK.

The array of UDT instances now appears at the bottom of the list of the

project name’s controller tags. The tags are named Workcell[0], Workcell[1], etc. These instances are sufficient to configure the same number of FactoryTalk Metrics workcells.

14. It is necessary to change the existing program file to ensure that the data points in the UDT that you want to use in the FactoryTalk Metrics application contain accurate and

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

MOV instructions should be used to copy data values to the integer fields in the UDT.

• • • • •

timely data. In general, the type of instruction that you will add to the program depends on the destination data type:

 Integer data types. For integer data types such as the Part Counts in the UDT, use

Move (MOV) instructions.

 Boolean data types. For Boolean data types such as Event Triggers, use a

combination of Examine On and Output Energize instructions.

 String data types. For string data types such as Part ID and Flex_String values,

use the Copy (COP) instruction.

For information about adding instructions to your program file, refer to the RSLogix 5000 Common Procedures Programming Manual and associated RSLogix documentation.

15. To deploy the program file with the UDT to the controller, select Communications > Download. Once the program is loaded to the controller, you can run the program file. Select Communications > Run mode.

16. Repeat the above process for each controller program that the FactoryTalk Metrics LE application will use.

17. Close RSLogix 5000.

Configuring FactoryTalk Transaction Manager

Use the FactoryTalk Metrics LE Configuration Tool to create a FactoryTalk Transaction Manager configuration or modify an existing one. You will later use

configuration tool to configure FactoryTalk Metrics.

You should not run the FactoryTalk Metrics LE Configuration Tool if FactoryTalk Metrics is collecting data. Stop the FactoryTalk Transaction Manager configuration before running the configuration tool.

You cannot run the FactoryTalk Metrics LE Configuration Tool from a remote location. You must run the configuration tool where the FactoryTalk Metrics LE components, FactoryTalk Metrics and FactoryTalk Transaction Manager software products are installed.

the

4 • CONFIGURING FACTORYTALK METRICS LE

After you enter the data source name and user information and click Load from database, the table in the lower part of the tab is populated with data from the

database.

1. Launch the FactoryTalk Metrics LE Configuration Tool. Select Start > Programs >

Rockwell Software > FactoryTalk Metrics LE > FT Metrics LE Configuration Tool

. The FactoryTalk Metrics LE Configuration tool opens

performance parameters using the data points in the UDT structures in the controller programs.

OADING THE PLANT MODEL FROM THE DATABASE

Connect to the FactoryTalk Metrics LE database you created earlier to populate the configuration tool with the workcells from the plant model.

1. Click the Database tab:

• • • • •

2. Complete the following fields:

 Data Source Name. Click the drop-down arrow to select the name of the DSN

(for example, FTMLEDSN) that you created for the SQL Server database. (See “Creating a DSN database connection” on page 12.)

 DB user name. Type the username of the SQL Server database login account (for

example, FTMLEUser).

 DB user password. Type the password of the SQL Server database login account.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

On this tab you will select the location where you want to store the XML output file and then enter the information for the configuration file you are about to create (including the application you created earlier).

Designate each UDT’s area, shortcut, structure name, and position in the array before generating the XML file and importing it into FactoryTalk Transaction Manager.

• • • • •

3. Click Load from database to load the list of workcells configured in the plant model into the SQL Server database. The same data that appears on this tab will also appear on the FactoryTalk Transaction Manager and FactoryTalk Metrics tabs.

REATING AND IMPORTING THE FACTORYTALK TRANSACTION MANAGER

CONFIGURATION

The configuration tool’s FT Transaction Manager tab allows you to:

 Create the FactoryTalk Transaction Manager configuration if it does not exist.  Select the workcells in the plant model to be configured with performance parameters.  For each workcell to be configured, identify the location in the control system where

the UDT is located.

 Create the transactions necessary to configure the performance parameters for the

selected workcells by creating an XML data file and then importing that file into FactoryTalk Transaction Manager.

If you intend to use an existing FactoryTalk Transaction Manager configuration, that configuration must contain a FactoryTalk Live Data control connector and a FactoryTalk Metrics enterprise connector.

1. Click the FT Transaction Manager tab:

4 • CONFIGURING FACTORYTALK METRICS LE

2. Complete the following fields:

 FTTM XML out. Select the location where you want to store the FactoryTalk

Transaction Manager XML configuration file. This is a temporary file used by the tool to contain the configuration that you will import into FactoryTalk Transaction Manager (and may include only the data points or the entire configuration with connectors and configuration location).

 FTTM config name. Type a name for the FactoryTalk Transaction Manager

configuration you are about to create. You can use an existing configuration used by FactoryTalk Metrics or you can enter a new name (for example, “FTMetricsLE”) and the configuration will be created.

 FTTM config path. Select the location where FactoryTalk Transaction Manager

stores its files. If a FactoryTalk Transaction Manager configuration exists, you must use the existing path. If the configuration doesn't exist, this path will be used when the configuration is created.

 Application name. FactoryTalk Transaction Manager can only use datapoints

from one FactoryTalk Directory application. Type the name of the application you created in the FactoryTalk Directory (for example, "FTApp").

 Connector user name. Type the user name for all FactoryTalk Transaction Manager

connectors (for example, type COMPUTER NAME\User name). This Windows user must have permission to launch a Windows service.

 Connector password. Type the connector user's password. If you do not enter a

password and there is an existing password, the password remains unchanged.

• • • • •

3. To generate data points only (if you have already created your configuration in FactoryTalk Transaction Manager and only want to add new data points to the

configuration), select DataPoints only.

By default, all of the workcells are selected. To deselect workcells individually, uncheck the

Generate box for the workcell.To deselect all of the workcells simultaneously, click Deselect all. The button then changes to Select all and you can now use it to select all workcells

simultaneously. To select individual workcells, select the Generate box for the workcell.

To avoid overwriting your existing workcell information, select only new workcells for generation (do not generate existing workcells that have already been configured).

To associate each workcell with the correct UDT in the control system, modify

the following cells for each workcell:

 Work Cell. The name of the workcell in the database. You cannot change this field.  Area Path. If the Linx Enterprise shortcut that contains the UDT for this workcell is

contained within an area, type the area name as it appears in the FactoryTalk Administration Console. If the shortcut is in an area is an area within an area, enter a slash between the area names (for example, FTArea1/FTArea2). If you did not create

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

an area path in the application (for example, if the OPC Server is located directly in the application root folder), you must leave this field blank.

 Linx Enterprise Shortcut. Type the name of the shortcut created for the

ControlLogix processor in Linx Enterprise. By default, the name chosen by the configuration tool is the same as the workcell name. If the name of the Linx Enterprise shortcut is different than the workcell name, type a new shortcut name.

 Structure Name. Type the name of the FactoryTalk Metrics UDT instance in the

controller program.

 Position In Structure. If you created a UDT array in the controller program, click the

drop-down arrow to

this workcell

Any changes you make to a workcell in the FactoryTalk Metrics LE Configuration tool will overwrite the workcell's configuration.

select the position in the array for the UDT that corresponds to

5. To apply the same area path, Linx Enterprise shortcut, or structure (tag) name to all of the selected workcells, enter the data in the empty cell above the column heading and click Apply. If you leave the cell above a column heading entry empty, the data for that column does not change.

6. To generate the XML file, click Generate FTTM XML. Once the XML configuration file is generated, do not edit the file before you import it.

7. To import the newly generated XML configuration file to FactoryTalk Transaction Manager, click Import to FTTM. Following are examples of data point names generated by the configuration tool. Each data point name begins with "FT" which is the name assigned to the FactoryTalk Live Data connector in the FactoryTalk Transaction Manager configuration.

 With area and a single UDT instance (not an array):

FT.ApplicationName._AREAName::_ShortCutName_UDTName_.UDTDatapoint Name

4 • CONFIGURING FACTORYTALK METRICS LE

 With area and UDT as an array:

FT.ApplicationName._AREAName::_ShortCutName_UDTName_Occurence#

_.UDTDatapointName

If you try to import the configuration where FactoryTalk Transaction Manager is not installed, the error message “FactoryTalk Transaction Manager is not installed properly” appears.

The XML file is validated automatically by the FactoryTalk Metrics LE Configuration Tool when the file is imported, so you do not need to validate the file before importing it to FactoryTalk Transaction Manager. If the file is not valid, the message “Error during import to FT Transaction Manager” appears. If there is a log file to which you can refer, the message “Error during import to FT Transaction Manager. See details in (log file name).” appears. This log fie is located where the XML file is located.

8. Minimize, but do not close, the FactoryTalk Metrics LE Configuration Tool while you register the FTTM configuration.

If you close the configuration tool before configuring the FactoryTalk Metrics tab (see “Configuring FactoryTalk Metrics” on page 44), you will have to complete the workcells list on the FactoryTalk Transaction Manager tab (with the appropriate area path, shortcut, structure name, and position) again.

• • • • •

Registering the FactoryTalk Transaction Manager configuration for data collection

If you created the FactoryTalk Transaction Manager configuration on the FT Transaction Manager tab of the configuration tool (see “Configuring FactoryTalk Transaction Manager” on page 38) you must register the FactoryTalk Transaction Manager configuration for data collection. Register the FactoryTalk Transaction Manager configuration for use with FactoryTalk Metrics through the RSBizWare Service Console.

If you have an existing FactoryTalk Transaction Manager configuration that you have already registered, you do not have to register that FactoryTalk Transaction Manager configuration for data collection.

To register the FactoryTalk Transaction Manager configuration for data collection:

1. If you closed the Service Console earlier, launch it again. Select Start > Programs > Rockwell Software > RSBizWare > Service Console.

2. Open the Service Console, Security Services Manager, Servers, and Information Services Manager tree items.

3. Right-click the Data Collection tree item and select Register FactoryTalk Transaction Manager Configuration.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

Specify where you want to create the FactoryTalk Metrics XML file. Then specify the RSBizWare login (which must have FTMetrics Authoring privileges), password, and FactoryTalk Transaction Manager configuration.

By default, all custom analog and custom digital events that are part of the default FactoryTalk Metrics LE configuration are enabled after they are imported into FactoryTalk Metrics.

To disable the imported events, select Disable events.

• • • • •

4. Complete the wizard to register the configuration. Be sure and select FactoryTalk Metrics for the data collection. FactoryTalk Historian can also be selected for data collection, but it is not used by FactoryTalk Metrics LE.

5. Close the RSBizWare Service Console.

Configuring FactoryTalk Metrics

Return to the FactoryTalk Metrics LE Configuration Tool to configure the performance parameters for the FactoryTalk Metrics LE workcells. The configuration tool creates an XML file for configuring FactoryTalk Metrics and then imports that configuration file.

1. From the FactoryTalk Metrics LE Configuration Tool, click the FT Metrics tab:

2. In the FT Metrics XML file field, click the browse button to select the location where you want to create the FactoryTalk Metrics XML file.

4 • CONFIGURING FACTORYTALK METRICS LE

3. To update the data on this tab with the data from the FactoryTalk Metrics database, click Update lists from database.

Do not make any changes to the workcell data on this tab. Any changes you make to the workcells on this FT Metrics tab will cause the data in the FactoryTalk Transaction Manager configuration and the data in the FactoryTalk Metrics performance parameters to be inconsistent. Therefore, the data collection for the workcells will not work properly.

4. Complete the following fields:

 BizWare login. Type the login name of an RSBizWare user with FactoryTalk

Metrics Authoring privileges.

 BizWare password. Type the password for the RSBizWare user.

 FTTM configuration. Select the name of the FactoryTalk Transaction Manager

configuration you generated on the FactoryTalk Transaction Manager tab. This is necessary because the data that configures both FactoryTalk Transaction Manager and FactoryTalk Metrics must be the same.

 Disable events. Select this option to disable all custom events in the

configuration. The new events (Analog, Digital, and Monitored Value) for the selected workcells will still be created, but they will be disabled. In addition, all custom events for all workcells, whether or not you select them in the configuration tool, will be disabled. You must manually enable any custom events that you want FactoryTalk Metrics to collect. If the import fails, the events may still be disabled.

• • • • •

If you select Disable events, you will disable all events in the FactoryTalk Metrics application for all workcells, whether or not the workcells are selected for configuration in

the FactoryTalk Metrics LE Configuration Tool

5. To generate the FactoryTalk Metrics configuration file, click Generate FT Metrics XML.

6. To import the workcell data to FactoryTalk Metrics, click Import to FT Metrics. Unless a warning message appears, the configuration for FactoryTalk Metrics LE is imported into FactoryTalk Metrics.

Modifying performance parameters

Once the FactoryTalk Metrics LE performance parameters are imported into FactoryTalk Metrics, you can customize them.

Changes are made through the RSBizWare Configuration Console. For more information about changing performance parameters, see the FactoryTalk Metrics Users Guide.

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• • • • •

After you have used the FactoryTalk Metrics LE Configuration Tool:

 Every data point in the FactoryTalk Metrics LE UDT is mapped to the appropriate

performance parameter for every workcell. You may not have use for all of the data points in the UDT, and you may not have programmed them to contain valid data when you added the UDT to the control program. If the control program is not populating a UDT data point with valid data, you should delete that data point from the performance parameters. In the case of events, you can disable or deleted unused events.

 Every workcell is configured identically. In a real application this is rarely the case.

You can customize each workcell using the RSBizWare Configuration Console.

 Check to make sure the performance parameters are configured as expected and are

programmed in the controller (for example, all event triggers are configured for low to high transition).

 Default names are assigned to events, and events are grouped into categories by event

type. You may want to change the way events are grouped and change the event names and event categories to be more meaningful.

 No lookup lists are created by the configuration tool. You will want to make lookup

lists to translate integer values for analog event values and shift numbers into string values. String values are more useful in both reports and in Report Expert parameters.

 Each workcell is disabled, you must enable it manually.

 If you chose to disable events in the configuration tool, you must manually enable all

the events that you want FactoryTalk Metrics to use. You must do this for all workcells, not just the workcells you selected in the configuration tool.

 You may want to add performance parameters that use data points not contained in the

UDT, such as additional events.

Some performance parameters are not configured by the FactoryTalk Metrics LE Configuration Tool. You must configure these manually. Performance parameters that are not configured by the configuration tool include:

 Scheduled Availability using Time Patterns, as an alternative to collecting shift

information from the control system

 Machine States are required to use some of the standard reports provided with

Report Expert

 Event severity  Lookup lists  Event value - choose Beginning or Ending value

 Fault Metrics

If you run the FactoryTalk Metrics LE Configuration Tool again, all of your custom changes to the performance parameters (for the workcells selected in the configuration tool) will be lost.

Configuring Reports

Although FactoryTalk Metrics LE contains over 40 configured reports in the Report Expert environment, every customer will require reports that are not provided. The Report Expert User’s Guide contains instructions on how to create and manage parameter sets and the Report Explorer to extend the standard Report Expert reports. To see a list of standard Report Expert reports, see the Report Expert User’s Guide. To see a list of FactoryTalk Metrics LE specific reports, see “Viewing FactoryTalk Metrics LE Reports” on page 49.

You can use the following options to create additional reports:

 QuickWeb. This legacy FactoryTalk Metrics reporting environment provides a

relatively easy method to create custom reports. You can access these reports from the Report Expert web page. No standard reports are provided. For more information, refer to the FactoryTalk Metrics Users Guide.

• • • • •

4 • CONFIGURING FACTORYTALK METRICS LE

 Microsoft Reporting Services. This custom report feature is provided with SQL

Server 2005. Report Builder is easy to use, but has limited functionality. SQL Server Business Intelligence Development Studio offers more functionality, but requires more technical knowledge. Reports deployed to Microsoft Reporting Services can be added to and viewed from Report Expert.

 Third-Party Reporting Tools. You can use third-party reporting tools report on data

in the FactoryTalk Metrics database.

Starting data collection

After you complete the FactoryTalk Metrics LE configuration, you must start the FactoryTalk Transaction Manager configuration in order to begin collecting FactoryTalk Metrics data from the control system.

1. From the Configuration Console, select Tools > FactoryTalk Transaction

Manager > Manage FactoryTalk Transaction Manager Configurations

2. Select the FactoryTalk Transaction Manager configuration and click Start. Services should start and the traffic light should turn green.

3. Click OK.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

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Viewing FactoryTalk Metrics LE Reports

Report Expert is the pre-configured reporting interface for FactoryTalk Metrics LE, just as it is for FactoryTalk Metrics. As discussed in Chapter 3, FactoryTalk Metrics LE has some additional reporting content. This is presented to the Report Expert user as some additional entries in the Report Explorer tree:

This Administrators Guide focuses on the FactoryTalk Metrics LE reporting content that is not included in the standard FactoryTalk Metrics product. To use Report Expert, refer to

the Report Expert Users Guide.

FactoryTalk Metrics LE Reports

As pictured above, there are two extra reports in FactoryTalk Metrics LE. The term "report" refers to an entry in the Report Explorer tree, which consists of a report template and a saved parameter set.

 Dashboard Example. See “Dashboard Example” on page 50.

 Machine State History. See “Machine State History” on page 51.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

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Dashboard Example

This report consists of the Dashboard report template and the Dashboard Current Shift parameter set.

The Dashboard report template consists of a collection of nine other report templates, which you can use individually. These nine dashboard components or "widgets" are:

 OEE% chart (see page 53)  3 OEE Components chart (see page 54)  Good Parts vs. Scrap Parts chart (see page 54)  Uptime vs. Downtime chart (see page 55)  Machine States chart (see page 55)  Event Count and Duration chart (see page 56)  Last State box (see page 56)  Production Summary box (see page 57)  Uptime Summary box (see page 57)

For more information on dashboard widgets, see “Dashboard widgets” on page 53.

The Dashboard report template and the nine widget report templates are included in FactoryTalk Metrics LE and not in FT Metrics.

The Dashboard Example report uses the pre-defined parameter set named “Dashboard Current Shift” which contains the following settings:

 Date/Time/Shift: All Time Current Shift  Grouping: Event Category (Col), Event Name (Col), Shift (Row)

5 • VIEWING FACTORYTALK METRICS LE REPORTS

 Sorting: None  Plant Model: None  Filtering: None

 TOP N: None

You should not change the Grouping parameter or the Dashboard report will display an error. You may change the other parameters. For more information on how the dashboard widgets (and this report) respond to changes in parameter settings, see “Parameter settings and widgets” on

page 57.

Machine State History

This report uses the Root Cause Analysis report template and the parameter set called "Last 30 Minutes Current Shift." It shows the detailed machine state history in text form at the bottom of the report. The Root Cause Analysis report template is also included with FactoryTalk Metrics, but the report entry on the tree and the parameter set are included with FactoryTalk Metrics LE only.

• • • • •

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

The Machine State History report uses the pre-defined parameter set named “Last 30 Minutes Current Shift” which contains the following settings:

 Date/Time/Shift: Last 30 minutes, Current Shift  Grouping: By Line and workcell - this cannot be altered  Sorting: By Line Order - this cannot be altered  Plant Model: None  Filtering: None

 TopN: None

You can change the data displayed in the Machine State History report by changing the Date/Time/Shift and Plant Model parameters. For more information, refer to the Report Expert User’s Guide.

The Machine State History report displays one chart per line that shows the history of Machine States for each workcell. Each machine state is displayed as a colored block, and

Time is displayed along the bottom of the Gantt chart.

You must configure machine states for each workcell in order for this report to display data. Machine states are not configured by default when you use the FactoryTalk Metrics LE Configuration Tool. You must configure these manually. For information on how to configure Machine States, refer to the FactoryTalk Metrics Users Guide.

This report has six control buttons. Each adjusts the parameter set time window of the state data displayed:

<< Scroll left 1. This button decreases the parameter set time start and end by the difference between end and start.

< Scroll left 1/4. This button decreases the parameter set time start and end by 1/4 the difference between end and start.

>> Scroll right 1. This button increases the parameter set time start and end by the difference between end and start.

> Scroll right 1/4. This button increases the parameter set time start and end by 1/4 the difference between end and start.

Zoom In. This button zooms in 50% and increases the parameter set time start and decreases the parameter set time end by 1/4 the difference between end and start.

Zoom Out. This button zooms out twice and decreases the parameter set time start and increases the parameter set time end by 1/2 the difference between end and start.

Dashboard widgets

For information about selecting the widgets from Report Expert’s Parameters area, refer to the Report

Expert User’s Guide.

The Dashboard Example report (see “Dashboard Example” on page 50) is comprised of all nine dashboard widgets that are installed with FactoryTalk Metrics LE. These widgets are also report templates, so you can create new reports that use them. The widgets are selected through Report Expert’s Parameters area:

• • • • •

5 • VIEWING FACTORYTALK METRICS LE REPORTS

Unlike standard Report Expert reports, the Dashboard widgets can be combined into a single report, as in the Dashboard report template.

Following are the nine dashboard widgets:

OEE %

The OEE % widget displays the OEE % value as a horizontal bar chart for the workcells selected over the time period selected. The color of the bar changes depending upon the OEE value (under 51% = red, 51-88% = yellow, over 88% = green).

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

OEE C

OMPONENTS

The OEE Components widget displays the OEE % and the three OEE components (availability, throughput, and quality) as four bars in a horizontal bar chart. The color of the OEE bar changes depending upon the OEE value (under 51% = red, 51-88% = yellow, over 88% = green).

OOD PARTS VS

. S

CRAP PARTS

The Good Parts vs. Scrap Parts widget displays the total good parts and scrap parts by percentage in a pie chart.

5 • VIEWING FACTORYTALK METRICS LE REPORTS

PTIME VS

. D

OWNTIME

The Uptime vs. Downtime widget displays the total uptime and total downtime (in minutes) as a vertical bar chart.

more than one shift is included in the time selection,

ACHINE STATES

If shift is configured for the selected workcell(s), and

the data is grouped by shift.

The Machine States widget displays total time (in minutes) in each of the defined machine states in pie chart format.

• • • • •

Remember that machine states are not configured by the FactoryTalk Metrics LE Configuration Tool and that you must configure them manually. If you do not configure machine states this report will contain no data. Refer to the FactoryTalk Metrics Users Guide for information on configuring machine states.

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

VENT COUNT AND DURATION

The Event Count and Duration widget displays information for user-defined events, including the event name, total event duration (in minutes), and total event count. Duration is shown as a vertical bar chart, and event count as a line. The chart is grouped by event category and event name within each category.

AST STATE

The Last State widget displays the current machine state and the time the machine has been in that state. The data is shown as text. This widget is not useful if you select more than one workcell. However, if you select more than one workcell, this widget displays the machine state with the latest starting time.

5 • VIEWING FACTORYTALK METRICS LE REPORTS

RODUCTION SUMMARY

The Production Summary widget displays the total good parts, scrap parts, total parts, and scrap % for all the selected workcells for the time period. The data is shown as text.

PTIME SUMMARY

The Uptime Summary widget displays total available time, running time, and down time for all selected workcells for the time period. Each is shown in the format HH:MM:SS. The data is shown as text.

• • • • •

Parameter settings and widgets

The widgets will respond to most changes you make to the Report Expert parameters. However, not all parameter settings affect all widgets. In general, widgets will respond to the following parameters:

 Date/Time/Shift. All widgets in a report use the selected setting for time and shift.

 Plant Model. All widgets in a report use the selected setting for the Plant Model filter.

 Terminology. All widgets in a report use the selected setting for terminology. You can

use the Terminology feature to change the titles that appear in each widget.

If the selected widget uses the data fields in the parameter settings, the widget will respond to the following parameters:

FACTORYTALK METRICS LINE EDITION ADMINISTRATOR’S GUIDE

• • • • •

 Sorting. With the exception of the Event Count and Duration widget, data in the

widgets is not sorted. If you select a data field in the Event Count and Duration widget (Event Count or Event Duration), you can sort the data in the Event Count and Duration widget.

 Filtering. The widgets respond to filtering, depending on the data being filtered. If

you filter on part id or one of the flex fields, filtering will affect all widgets. If you filter on event category or event description, filtering only affects the Event Count and Duration widget. Filtering that is not appropriate for a particular widget is ignored.

 Top N. This function is similar to the filtering parameter because it filters out the data

that does not meet Top N.

If you change grouping parameters, the widgets will not respond and an error message will appear. Do not change the grouping parameters (Event Category (Col), Event Name (Col), Shift (Row)) in the default parameter set (Dashboard – Current Shift).

Index

• • • • •

INDEX

activations

assigning

 32

adding

 29

areas FactoryTalk Metrics LE UDT FactoryTalk users shortcuts UDT

 30

 36

 28

Windows-Linked users workcells

 35

Analog performance parameter

 36

 28

 21

application

creating for RSLinx Enterprise OPC Server

 29

architecture

 2

areas

 29

adding creating

 29

assets

definition

 35

assigning

activations licensing user privileges

 32

changing workcell data

FactoryTalk Metrics

collecting

 47

data

configuring

FactoryTalk Administration Console FactoryTalk Metrics FactoryTalk Transaction Manager performance parameters remote locations

 47

reports RSBizWare Service Console RSLinx Enterprise OPC Server

 31

servers

 45

 44

 38

 15

 38

 30

 28

 27

connections

 32

testing

consulting services

 6

creating

application for RSLinx Enterprise OPC

 29

Server

 29

areas DSN reporting connection

 12

FactoryTalk Transaction Manager

configuration

shortcuts

 30

SQL Server database SQL Server login account workcells

 35

 40

 9

 10

creating shortcuts

for RSLinx Enterprise OPC Server

 30

Custom Events Monitored Value performance

parameter

custom installation

 19

 14

custom reports

Microsoft Reporting Services QuickWeb

 47

third party reporting tools

 47

Dashboard Current Shift parameter set  23,

Dashboard Example report

parameter set widgets

dat files

 34

 50

data

collecting loading

 47

 34

data collection

starting

data points

organizing

 47

 16

 15

Database tab

FactoryTalk Metrics LE Configuration Tool

 39

 23, 50

FACTORYTALK METRICS LINE EDITION USER’S GUIDE

• • • • •

Database Wizard  34 default

installation

Digital performance parameter

 7

 20

disabling

 45

events FactoryTalk Metrics events

 12

DSN

 45

DSN reporting connection

creating

 12

enabling

flex fields

Event Count and Duration widget

 33

 56

events

disabling

 45

FactoryTalk Activation  9

installing

FactoryTalk Administration Console

configuring

FactoryTalk Metrics

changing workcell data configuring

FactoryTalk Metrics 8.0

upgrading

FactoryTalk Metrics 9.0

upgrading

FactoryTalk Metrics events

disabling

FactoryTalk Metrics LE

administrator architecture installing overview parameter sets reports

FactoryTalk Metrics LE 9.0

upgrading

FactoryTalk Metrics LE components

installing

FactoryTalk Metrics LE Configuration Tool

 15

 13

 27

 9

 45

 44

 7, 26

 7

 45

 4

 2  7, 9, 14  1

 23

 49

 26

 9

Database tab FT Metrics tab

FT Transaction Manager tab FactoryTalk Metrics LE reports FactoryTalk Metrics LE UDT

importing

 39

 44

 40  23

 15

 36

FactoryTalk Metrics UDT

 36

adding FactoryTalk Metrics User’s Guide FactoryTalk Services Platform FactoryTalk Transaction Manager

configuring

 38

 4

 9

FactoryTalk Transaction Manager

configuration creating importing registering

 40

 43

FactoryTalk users

 28

adding

files

 34

dat FTMLE_AnalogEvent FTMLE_Workcell.L5X XML output

 40

 36

flex fields

enabling

 33

Flex Fields Boolean performance parameter

 23

Flex Fields Integer performance parameter

 22

Flex Fields String performance parameter

 22

FT Metrics tab

FactoryTalk Metrics LE Configuration Tool

 44

FT Transaction Manager tab

FactoryTalk Metrics LE Configuration Tool

 40

FTMLE_AnalogEvent FTMLE_Workcell UDT FTMLE_Workcell.L5X

 36

 15

 36

Good Part Count performance parameter  17 Good Parts vs. Scrap Parts widget

 54

INDEX

• • • • •

Ideal Cycle Time performance parameter  17 importing

FactoryTalk Metrics LE UDT

 36

FactoryTalk Transaction Manager

configuration

 36

UDT

Information Services Manager server

 40

 31

installing

 14

custom

 7

default FactoryTalk Activation FactoryTalk Metrics LE FactoryTalk Metrics LE components licenses Report Expert

 13

 9, 13

 13

 7, 9, 14

 9

Last 30 Minutes Current Shift

parameter set

 23

Last 30 Minutes Current Shift parameter set

 52

Last State widget

 56

licenses

installing

 13

licensing

assigning

 32

 34

data plant model

 39

Machine State History report  23, 51 Machine State widget Metrics Server Manager server Microsoft Reporting Services

custom reports Microsoft Server 2003 Microsoft SQL Server 2005 modifying

performance parameters Monitored Availability performance parameter

 19

MOV instructions

 55

 31

 47

 9

 45

 36

multiple Logix processors with RSLinx

Enterprise

 30

using

OEE Components widget  54 OEE% widget online help on-site support

 53

 5

 6

organizing

data points

 15

overview

FactoryTalk Metrics LE

 1

overwriting

workcells

 41

parameter set

Dashboard Current Shift Last 30 Minutes Current Shift

parameter sets

 15

Dashboard Example report FactoryTalk Metrics LE Last 30 Minutes Current Shift

parameter settings

widgets

 57

Part ID performance parameter performance parameter

Analog

 21

Custom Events Monitored Value

 20

Digital Flex Fields Boolean Flex Fields Integer Flex Fields String Good Part Count Ideal Cycle Time Monitored Availability Part ID Running State

 16

 18

Scheduled Availability Scrap Part Count Total Parts

 18

performance parameters

configuring modifying

 15

 45

 23

 50

 23

 52

 16

 19

 23

 22

 17

 19

 18

 17

 16

FACTORYTALK METRICS LINE EDITION USER’S GUIDE

• • • • •

permissions

SQL Server database

 11

plant model

structure

workcells prerequisites Production Summary widget

 39

 35

 35  9

 57

purchasing

workcell licenses

 35

QuickWeb  47

custom reports

 47

registering

FactoryTalk Transaction Manager

configuration

 31

servers report

Dashboard Example

Machine State History

template

 24

Report Expert

installing

 9, 13

Report Expert reports Report Expert User’s Guide reports

configuring

Dashboard Example

FactoryTalk Metrics LE

Machine State History

viewing RSBizWare

 49

 9

referencing Administrator’s Guide RSBizWare Service Console

configuring RSLinx Enterprise RSLinx Enterprise OPC Server

configuring RSLogix

 9

Running State performance parameter

 43

 23

 15

 5

 47

 50

 23, 49

 51

 30

 9

 28

 4

 18

Scheduled Availability performance parameter

 18

Scrap Part Count performance parameter

 17

selecting

workcells

 41

servers

configuring Information Services Manager Metrics Server Manager registering

 31

setting up

communications for RSLinx Enterprise OPC

 30

Server

shortcuts

 30

adding creating

 30

shortcuts for RSLinx Enterprise OPC Server

creating

SQL Server database

creating permissions

 30

 9

 11

SQL Server login account

creating

 10

starting

data collection

support

 5

 47

synchronizing

 32

users

template  24 testing

connections

 32

third party reporting tools

custom reports

Total Parts performance parameter

 47

 18

UDT  15

 36

adding data points FTMLE_AnalogEvent FTMLE_Workcell

 16

 36

 15

INDEX

• • • • •

FTMLE_Workcell.L5X  36

importing

performance parameters

 36

 16

upgrading

FactoryTalk Metrics 8.0

FactoryTalk Metrics 9.0

FactoryTalk Metrics LE 8.0

FactoryTalk Metrics LE 9.0 Uptime Summary widget Uptime vs. Downtime widget

 7  7

 26  26

 57

 55

user privileges

assigning

 32

user-defined summarization criteria users

adding Windows-linked

synchronizing

 32

 28

using

multiple Logix processors with RSLinx

Enterprise OPC Server

 30

viewing

 49

reports

Web support  5 widgets

 24

 33

Dashboard Example report Event Count and Duration Good Parts vs. Scrap Parts Last State Machine State OEE Components OEE% parameter settings

 56

 55

 54

 53

 57

Production Summary Uptime Summary

 57

Uptime vs. Downtime

Windows-Linked users

 28

adding

Windows-linked users

 28

adding

workcell licenses

purchasing

 35

workcells

 35

adding creating overwriting plant model selecting

 35

 41

 35

 41

XML output file  40

 50

 56

 54

 57

 55

FACTORYTALK METRICS LINE EDITION USER’S GUIDE

• • • • •

Rockwell Automation FactoryTalk Metrics Line Edition User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Welcome to FactoryTalk Metrics Line Edition

What is FactoryTalk Metrics Line Edition?

The FactoryTalk Metrics Architecture

Benefits of FactoryTalk Metrics LE

Intended audience

FactoryTalk Metrics LE administrator

Where can I go for help?

RSBizWare Administrator’s Guide

FactoryTalk Metrics User's Guide

Report Expert User’s Guide

Online Help

Telephone support

Web support

On-site support

Consulting services

Your local representative

Installing FactoryTalk Metrics LE

Installing vs. Upgrading FactoryTalk Metrics LE

Prerequisites

Installing FactoryTalk Metrics LE components

Creating a new SQL Server database

Creating a SQL Server database

Creating a DSN database connection

Installing Report Expert

Install FactoryTalk Activation and licenses

Installing FactoryTalk Metrics LE

FactoryTalk Metrics LE Content

FactoryTalk Metrics LE UDT

UDT Data Points and FactoryTalk Metrics Performance Parameters

Reports and Parameter Sets

Configuring FactoryTalk Metrics LE

Configuring FactoryTalk Metrics LE: New vs. Update

Configuring the FactoryTalk Directory

Adding FactoryTalk users

Configuring RSLinx Enterprise as the OPC Server

Configuring the RSBizWare Service Console

Loading database data

Creating the plant model

Adding the FactoryTalk Metrics LE UDT

Configuring FactoryTalk Transaction Manager

Registering the FactoryTalk Transaction Manager configuration for data collection

Configuring FactoryTalk Metrics

Modifying performance parameters

Configuring Reports

Starting data collection

Viewing FactoryTalk Metrics LE Reports

FactoryTalk Metrics LE Reports

Dashboard Example

Machine State History

Dashboard widgets

Parameter settings and widgets

Index