Rockwell Automation FactoryTalk Transaction Manager User Manual

USER GUIDE

PUBLICATION RSSQL-UM001H-EN-P-April 2011

Supersedes Publication RSSQL-UM001G-EN-P

●

●

●

●

●

Copyright

Contact Rockwell

Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/support

Copyright Notice

© 2011 Rockwell Automation Technologies, Inc. All rights reserved.
This document and any accompanying Rockwell Software products are copyrighted by

Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior
written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please
refer to the license agreement for details.

Trademark Notices

FactoryTalk, Rockwell Automation, Rockwell Software, the Rockwell Software logo are
registered trademarks of Rockwell Automation, Inc.

The following logos and products are trademarks of Rockwell Automation, Inc.:
RSBizWare, FactoryTalk Metrics, and FactoryTalk Transaction Manager.

Other Trademarks

Microsoft, SQL Server, Event Viewer, Windows, Windows Server 2003, and Windows
Server 2008 are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries.

Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe
Systems Incorporated in the United States and/or other countries.

All other trademarks are the property of their respective holders and are hereby
acknowledged.

Warranty

This product is warranted in accordance with the product license. The product’s performance

may be affected by system 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.

2

Contents

Chapter 1 Welcome To FactoryTalk Transaction Manager 13

What Is FactoryTalk Transaction Manager? ................................. 13

What Can FactoryTalk Transaction Manager Do For Me? ................. 13

Automate Data Logging .................................................... 13

Control the Plant Floor Using Business Rules and Quality

Enforcement ................................................................. 14

Manage Recipes .............................................................. 14

Understanding FactoryTalk Transaction Manager Concepts ............. 14

Transaction Control Manager Service .................................... 15

FactoryTalk Transaction Manager Service and Control Connectors 17

Control Connectors ......................................................... 18

Enterprise Connectors ...................................................... 18

Configuration Server ........................................................ 18

Transactions .................................................................. 19

FactoryTalk ....................................................................... 19

FactoryTalk Services Platform Components ............................ 20

Intended Audience .............................................................. 21

Where Can I Go For Help? ...................................................... 22

3

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

Online Help ................................................................... 22

Product Manual .............................................................. 22

Training ....................................................................... 23

Technical Support ........................................................... 23

Get Web Support ............................................................ 24

Get Phone Support .......................................................... 24

Get Consulting Services .................................................... 24

Contact Us .................................................................... 24

Chapter 2 Installing FactoryTalk Transaction Manager 27

Before You Begin ................................................................ 27

Hardware Requirements ................................................... 27

Software Requirements .................................................... 28

Software Compatibility ..................................................... 30

Activation ..................................................................... 30

Activation Options .......................................................... 33

Installing FactoryTalk Transaction Manager Software .................... 36

Distributed FactoryTalk Transaction Manager Installations ......... 38

Chapter 3 Exploring the FactoryTalk Transaction Manager User Interface

41

Starting FactoryTalk Transaction Manager ................................. 41

Exploring the FactoryTalk Transaction Manager User Interface ........ 42

Title Bar....................................................................... 43

Menu Bar ...................................................................... 44

Toolbar ........................................................................ 45

Configuration Tree .......................................................... 46

Workspace .................................................................... 49

Status Bar ..................................................................... 50

Configuration Checklist ........................................................ 50

4

●Contents

●

●

●

●

●

Step 1: Defining and Naming a New Configuration .................... 53

Step 2: Defining Connectors ............................................... 54

Step 3: Defining Data Points .............................................. 54

Step 4: Defining Data Objects ............................................ 55

Step 5: Defining Transactions ............................................. 55

Step 6: Verifying Transactions ............................................ 56

Miscellaneous .................................................................... 56

Viewing Configuration Properties ........................................ 56

Starting Configurations ..................................................... 57

Stopping Configurations .................................................... 58

Starting and Stopping Connectors ........................................ 58

Monitoring Configurations ................................................. 58

Understanding FactoryTalk Transaction Manager External Files ........ 60

Using the Service Console ..................................................... 61

Chapter 4 Understanding FactoryTalk Transaction Manager Services 63

Introducing FactoryTalk Transaction Manager Services .................. 63

Control Connectors ............................................................. 63

FactoryTalk Live Data ...................................................... 64

DDE ............................................................................ 64

RSLinx Classic OPC .......................................................... 65

RSView32 ..................................................................... 65

Generic OPC .................................................................. 66

Enterprise Database Connectors .............................................. 66

ODBC........................................................................... 67

Oracle OCI .................................................................... 67

Microsoft OLE DB ............................................................ 67

Enterprise Application Connectors ........................................... 67

Microsoft COM+ .............................................................. 68

Time-series Data Compression ............................................ 68

FactoryTalk Metrics ......................................................... 68

Enterprise Connector Options ................................................. 68

FactoryTalk Transaction Manager Service .................................. 69

Transaction Control Manager Service ........................................ 70

5

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

Configuration Server ............................................................ 70

Chapter 5 Defining Data Points 73

Introducing Data Points ........................................................ 73

FactoryTalk Live Data Data Points ........................................... 75

Selecting a Collection Mode ............................................... 76

Consecutive Data Point and Data Block Support ....................... 77

Selecting Timeout Properties ............................................. 78

Selecting a Substitution Option ........................................... 80

Preventing Stale and Mismatched Data ................................. 80

Specifying Quality ........................................................... 81

OPC Data Points ................................................................. 82

RSLinx Classic OPC Data Points ........................................... 82

Generic OPC Data Points ................................................... 83

RSView32 Data Points ...................................................... 83

DDE Data Points ............................................................. 84

Chapter 6 Defining Data Objects 87

Introducing Data Objects ...................................................... 87

Enterprise Database Objects .................................................. 89

Oracle Call Interface (OCI) Data Objects ............................... 89

Microsoft SQL Server Data Objects ........................................... 89

ODBC Data Objects .......................................................... 89

Enterprise Application Objects ............................................... 90

Microsoft COM+ Data Objects ............................................. 90

FactoryTalk Metrics Data Objects ........................................ 91

Enterprise Connector Error Handling ........................................ 91

Inserting and Updating Data Table Records ................................ 93

Stored Procedures ............................................................... 93

Chapter 7 Creating Transactions 95

6

Introducing Transactions ....................................................... 95

Transaction Types ............................................................... 96

●Contents

●

●

●

●

●

Unidirectional Transactions ............................................... 97

Bidirectional Transactions ................................................. 97

Bidirectional or Unidirectional Transactions With Transaction

Bindings ....................................................................... 99

Transaction Timeout .......................................................... 101

Transaction Completion ...................................................... 102

Cached Transactions ...................................................... 102

Real-time Transactions ................................................... 102

Bidirectional Transactions ............................................... 104

Transactions With Bound Transaction Results ........................ 104

Database Triggers ......................................................... 104

Expression Editor .............................................................. 104

Logical and Mathematical Operations ................................. 105

Time Functions ............................................................ 106

Data Point Range and Advanced Functions ........................... 106

Parse Function ............................................................. 107

Chapter 8 Understanding Online Edits 111

Introducing Online Edits ..................................................... 111

Understanding Online Edit Concepts....................................... 111

Online Edits Workflow .................................................... 112

Configurations That Use Online Edits .................................. 114

Learn More About Current and Pending Edits ........................ 115

Assembling Pending Edits ................................................ 116

Canceling Pending Edits .................................................. 117

Pending Edit Alerts ........................................................ 118

Creating a Configuration That Uses Online Edits ........................ 121

Editing Data Points In a Running Configuration That Uses Online Edits

............................................................................... 121

Editing Transactions In a Running Configuration That Uses Online

Edits ......................................................................... 124

Chapter 9 Exploring Advanced Topics 131

Introducing Advanced Topics ................................................ 131

Remote User Interface ....................................................... 131

7

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

Configuring the Remote User Interface ............................... 132

Distributed Configurations ................................................... 133

Licensing Required For a Distributed Configuration ................ 133

Establishing Microsoft Windows Privileges ............................ 134

Creating a Distributed Configuration .................................. 134

Using UNC Paths ........................................................... 134

Data Point Buffering ...................................................... 135

Increasing Performance ...................................................... 138

Control System ............................................................. 138

Database .................................................................... 138

FactoryTalk Transaction Manager ...................................... 139

Hardware and Operating Environment ................................ 140

Appendix A FactoryTalk Transaction Manager Sample Applications 143

External Trigger Sample Application ...................................... 143

Contents .................................................................... 143

Running the Application .................................................. 144

Appendix B FactoryTalk Transaction Manager and Microsoft COM+ Objects147

Introducing FactoryTalk Transaction Manager and Microsoft COM+

Objects .......................................................................... 147

Creating the Remote Component .......................................... 147

Creating the Client Application ............................................. 148

Installing the Remote Component .......................................... 149

Setting Up the Remote Client ............................................... 150

Creating the Microsoft COM+ Setup Program ............................. 150

Moving the Client Sample Application ..................................... 151

Including the COM+ Enterprise Application Connector In a FactoryTalk

Transaction Manager Configuration ........................................ 152

Defining the COM+ Enterprise Application Connector .................. 152

Defining the COM+ Data Object ............................................ 153

Code Sample A (ComSampleVB) ............................................ 154

Code Sample B (ClientSampleVB) .......................................... 155

8

●Contents

●

●

●

●

●

Appendix C Securing FactoryTalk Transaction Manager Using FactoryTalk

Security 159

About FactoryTalk Security .................................................. 159

Considerations When Using FactoryTalk Transaction Manager With

FactoryTalk Security .......................................................... 159

Specify FactoryTalk Security Permissions That Allow You To Perform

FactoryTalk Transaction Manager Tasks .................................. 162

FactoryTalk Transaction Manager Behaviors When the FactoryTalk

Security Single Sign-on User Is In Effect .................................. 165

Overview .................................................................... 166

At FactoryTalk Transaction Manager Start Up ....................... 166

When Using FactoryTalk Transaction Manager ....................... 168

Writing Product-Specific Security Privileges From a Previous Release

To a File .................................................................... 169

Map Old Product-Specific Security Privileges To the New FactoryTalk

Security Permissions ...................................................... 170

Appendix D Glossary 173

Index .................................................................. 181

9

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

10

Figures

Figures

Figure 1: FactoryTalk Transaction Manager Functions (1) ................... 16

Figure 2: FactoryTalk Transaction Manager Functions (2) ................... 17

Figure 3: FactoryTalk Transaction Manager Functions (3) ................... 42

Figure 4: FactoryTalk Transaction Manager Title Bar ........................ 43

Figure 5: FactoryTalk Transaction Manager Menu Bar ........................ 44

Figure 6: FactoryTalk Transaction Manager Configuration Tree ............ 47

Figure 7: Error Log File View ...................................................... 49

Figure 8: Transaction Definition View ........................................... 50

Figure 9: FactoryTalk Transaction Manager Configuration Checklist ...... 52

Figure 10: FactoryTalk Data Point dialog box .................................. 74

Figure 11: Data Object Definition dialog box .................................. 88

Figure 12: Transaction Monitor ................................................... 92

Figure 13: Transaction Definition dialog box ................................... 96

Figure 14: Expression Editor dialog box ....................................... 105

Figure 15: Online Edits Workflow diagram ................................... 113

Figure 16: Pending Edit Alerts dialog box..................................... 120

Figure 17: FactoryTalk Transaction Manager Configuration ............... 121

Figure 18: Transaction Definition dialog box ................................. 124

Figure 19: Transaction Differences dialog box ............................... 127

Figure 20: Communication scheme ............................................ 132

11

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

12

Chapter 1

Welcome To FactoryTalk Transaction
Manager

What Is FactoryTalk Transaction Manager?

FactoryTalk Transaction Manager (previously known as RSSql) is an
industrial transaction software engine that shares data between your shop
floor systems and your enterprise applications (for example, corporate
databases) or COM+. FactoryTalk Transaction Manager can interact with
the following shop floor systems:

 Human Machine Interfaces (HMI)
 Programmable Logic Controllers (PLC)
 ControlLogix Controllers
 Distributed Control Systems (DCS)

What Can FactoryTalk Transaction Manager Do For Me?

FactoryTalk Transaction Manager helps you to manage your manufacturing
processes by integrating the data in your control systems with enterprise
applications. The following three sections describe examples of FactoryTalk
Transaction Manager applications.

Automate Data Logging

FactoryTalk Transaction Manager can move large amounts of data in a fast
and robust manner. In addition, the software has built-in fault tolerance and

13

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

the ability to optimize reading and writing of both control and enterprise
data. You can use the software to automate the following types of processes:

 Monitoring performance of control systems such as machine usage.
 Tracking product information such as Work in Progress status and raw

material availability.

 Updating real-time process information such as temperature, pressure,

and alarm states.

Control the Plant Floor Using Business Rules and
Quality Enforcement

FactoryTalk Transaction Manager provides the interface for a repository of
business rules. A business rule can be any logic required to run your plant
such as product specifications or quality parameters. By placing business
rules in a database or COM+ server in a central location, the rules are easier
to manage within an enterprise system. Additionally, the software can assure

quality data to meet the requirements of today’s advanced manufacturing

companies.

Manage Recipes

FactoryTalk Transaction Manager moves data (for example, recipe
information) from a database to an HMI or control system.

Understanding FactoryTalk Transaction Manager
Concepts

FactoryTalk Transaction Manager consists of several design-time and
run-time components. This guide describes the following components in
detail: Transaction Control Manager service, FactoryTalk Transaction
Manager service, control connectors, enterprise connectors, Configuration
Server, and transactions.

14

1 ●Welcome To FactoryTalk Transaction Manager

●

●

●

●

●

Transaction Control Manager Service

The Transaction Control Manager is a service that controls and executes
FactoryTalk Transaction Manager transactions contained in a configuration,
but with the additional functionality of the FactoryTalk Live Data control
connector embedded in it. In an edit enabled configuration, the Transaction
Control Manager replaces the separate FactoryTalk Transaction Manager
and control connector services.

15

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

The Transaction Control Manager service can connect to Rockwell Software
products and all OPC servers; therefore, the use of this service is the
preferred method for all new FactoryTalk Transaction Manager
configurations. For more information on how the Transaction Control
Manager service functions, see the following figure.

In a configuration that uses online edits, the Transaction Control Manager
service performs the duties of the FactoryTalk Transaction Manager service.
For more information on online edits, see Chapter 8, Understanding Online
Edits (page 111).

16

Figure 1: FactoryTalk Transaction Manager Functions (1)

1 ●Welcome To FactoryTalk Transaction Manager

●

●

●

●

●

FactoryTalk Transaction Manager Service and Control
Connectors

The FactoryTalk Transaction Manager service is used to control and execute
FactoryTalk Transaction Manager transactions contained in configurations
created prior to CPR 7 or when you have a business reason to not run the
Transaction Control Manager service. For more information on how the
FactoryTalk Transaction Manager functions, see the following figure.

Figure 2: FactoryTalk Transaction Manager Functions (2)

17

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

Control Connectors

The FactoryTalk Transaction Manager service interfaces with the industrial
control system device via a control connector. A control connector is a
Microsoft Windows 2003/XP/Vista/2008 R2 service that collects data from
a controller and sends it to the FactoryTalk Transaction Manager service in
the FactoryTalk Transaction Manager. You can use the following types of
control connectors: FactoryTalk Live Data, DDE, RSLinx Classic OPC,
RSView32, and Generic OPC. Control connectors can be used to reference
data points, or memory locations within your control or shop floor system,
such as ―tags‖ from an RSView32 application.

Enterprise Connectors

The Transaction Control Manager service and the FactoryTalk Transaction
Manager service interface with enterprise systems such as databases via an
enterprise connector service. An enterprise connector is a Microsoft
Windows 2003/XP/Vista/2008 R2 service that transfers data between the
Transaction Control Manager service or the FactoryTalk Transaction
Manager service and a database. You can use the following types of
enterprise connectors: Open Database Connectivity (ODBC), Oracle Call
Interface (OCI), Microsoft OLE DB, Microsoft COM+, Time-series Data
Compression, and FactoryTalk Metrics. Enterprise connectors can be used
to create data objects that reference elements in your enterprise system, such
as tables or stored procedures.

Configuration Server

The Configuration Server is a Microsoft Windows 2003/XP/Vista/2008 R2
service that runs continuously to provide a single interface to the
configuration (.dat) files that make up the FactoryTalk Transaction Manager
configuration. The Configuration Server simplifies access to configuration
files by filtering all changes to the files and interfacing with other
FactoryTalk Transaction Manager services. A collection of all changes that
affect a configuration are recorded in an audit trail (via either FactoryTalk
Diagnostics or the Configuration Server *.log file). For more information,
see the FactoryTalk Transaction Manager online help.

18

1 ●Welcome To FactoryTalk Transaction Manager

●

●

●

●

●

Transactions

FactoryTalk Transaction Manager creates transactions, or discrete
operations that transfer data from your control system to/from the enterprise
system. For example, a single transaction can download data from an Oracle
database, via a stored procedure, to tags in a ControlLogix processor.
Alternately, a transaction can send multiple data points from a distributed
control system to a Microsoft SQL Server database to be logged for
reporting. Transactions can be modified at runtime; for more information,
see Chapter 8, Understanding Online Edits (page 111).

The transaction model organizes the task of data management. FactoryTalk

Transaction Manager’s flexibility provides many options for customizing all

aspects of a transaction. The software can manage many transactions at
once, allowing for sophisticated manufacturing data collection and control
applications. Using the software, you can also monitor, modify, and enable
or disable individual transactions, making the development and
implementation of an application easier.

FactoryTalk

FactoryTalk is a manufacturing information platform that integrates
plant-wide control systems and connects the enterprise with the production
facility.

 Integrate - FactoryTalk eliminates both functionality gaps and overlaps

by providing common services (such as diagnostics and access to
real-time data) and by sharing plant resources (such as tags and graphic
displays) throughout a production facility.

 Communicate - FactoryTalk transforms plant-floor data into useful

information and delivers it to the people who need it, from maintenance
engineers to enterprise planners.

 Collaborate - FactoryTalk allows defining plant-floor resources once,

and then allows simultaneous access to those resources across system
boundaries.

19

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

FactoryTalk Services Platform Components

With each coordinated release, additional Rockwell Software products build
on the FactoryTalk platform and integrate more of the FactoryTalk
components. All of the FactoryTalk components install together as a
platform, integrated into each FactoryTalk-enabled product's install process.
The following sections discuss the FactoryTalk Services Platform
components.

FACTORYTALK DIRECTORY

FactoryTalk-enabled products use the FactoryTalk Directory to share a
common address book, which automatically finds and provides access to
plant-floor resources, such as data tags and graphic displays. Unlike a single
database, FactoryTalk Directory provides searchable references to resources
stored anywhere across an automation system, offering the benefits of
central data storage without the risk of a single point of failure. Changes
made to the automation system automatically update across all participants
in a FactoryTalk-enabled application.

FACTORYTALK LIVE DATA

FactoryTalk Live Data manages connections between FactoryTalk-enabled
products and data servers. It notifies clients when a connection is lost,
automatically reconnects, and combines data from multiple controllers and
servers into a single group with a single data server connection. This results
in faster real-time data transfer and more reliable, efficient connections to
data servers. It also assists in redundancy support for data servers by
automatically handling detection and failovers for all FactoryTalk-enabled
products.

FACTORYTALK ADMINISTRATION CONSOLE

The FactoryTalk Administration Console is a stand-alone tool that allows
you to configure and manage FactoryTalk-enabled applications.

20

1 ●Welcome To FactoryTalk Transaction Manager

●

●

●

●

●

FACTORYTALK AUDIT AND FACTORYTALK DIAGNOSTICS

FactoryTalk Audit and FactoryTalk Diagnostics provides the ability to log
errors, warnings, and other status messages generated throughout a
FactoryTalk-enabled system to either local logs or a central location.

FACTORYTALK SECURITY

FactoryTalk Security is intended to improve the security of your automation
system by limiting access to those with a legitimate need. FactoryTalk
Security authenticates user identities and authorizes user requests to access a
FactoryTalk-enabled system. These security services are fully integrated
into the FactoryTalk Directory and are included as part of the FactoryTalk
Services Platform that installs with many Rockwell Software products.

FactoryTalk Security replaces all of the product-specific privilege
configuration that was available in previous releases of FactoryTalk
Transaction Manager. For more information about using FactoryTalk
Transaction Manager with FactoryTalk Security, refer to Appendix C,
Securing FactoryTalk Transaction Manager using FactoryTalk Security
(page 159).

Intended Audience

We assume that you are a control engineer or database administrator and that
you are familiar most of the following:

 Intel personal computers
 Microsoft Windows 2003/XP/Vista/2008 R2 operating systems
 DDE or OPC servers (for example, RSLinx Classic or RSView32)
 Configuration of database connections such as ODBC, OCI, or

Microsoft OLE DB

 Microsoft COM+
 RSLinx Enterprise

21

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

 FactoryTalk View SE

Where Can I Go For Help?

Our commitment to your success starts with the suite of learning aids and
assistance we provide with FactoryTalk Transaction Manager. Consult the
following resources for additional information:

 Online help
 Product manual
 Training
 Technical support

Online Help

The online help provides general overview information, comprehensive
step-by-step procedures, quick start topics, and context-sensitive control
definitions (for example, text boxes, drop-down lists, and option buttons) for
working with all of the features in FactoryTalk Transaction Manager. You
can view online help in FactoryTalk Transaction Manager by using any of
the following methods:

 select Help > FactoryTalk Transaction Manager Help on the main

FactoryTalk Transaction Manager user interface.

 click Help on any FactoryTalk Transaction Manager dialog box.
 click the What's This? icon in the upper-right corner of a FactoryTalk

Product Manual

You can gain immediate access to product documentation by selecting Help
> Product Manuals > FactoryTalk Transaction Manager User Guide

from within FactoryTalk Transaction Manager. Throughout this document,
a number of style conventions are used to help identify material. File menu

22

Transaction Manager dialog box, then click any control to open a
definition of that control.

1 ●Welcome To FactoryTalk Transaction Manager

●

●

●

●

●

paths are in bold with a (>) separating the entries (e.g., go to File > New);
text you are asked to type is shown in Courier Bold (e.g., in this field, type
Work Week), and button names are shown in bold (e.g., click OK).

Training

One of the best ways to increase your proficiency at using Rockwell
Software products is to attend Rockwell Software training programs. Our
training programs can help you master the basics and show you how to
unleash the full potential of our software.

We offer a wide range of training programs, from regularly scheduled
classes conducted at Rockwell Automation facilities to custom-tailored
classes conducted at your enterprise. The size of each class is kept small
intentionally to maximize student engagement.

If you would like more information about our training programs, visit the
Rockwell Software site on the World Wide Web or contact the Rockwell
Software Training Coordinator. Our World Wide Web address and
telephone numbers appear on the inside front cover of this document.

Technical Support

Rockwell Automation’s support team of outstanding professionals provides

top-notch technical support-monitoring and tracking your experience with
our products to pave the road to your success in understanding and
improving your factory performance.

Rockwell Automation provides full support for FactoryTalk Transaction
Manager. Questions concerning installation and the use of the software are
handled by the Rockwell Automation Customer Support Center, staffed
every day - except U.S. holidays - from 8 AM to 5 PM in your time zone for
calls originating within the U.S. and Canada.

To reach the Customer Support Center, call 1 [phone] and follow the
prompts. For calls originating outside the U.S./Canada, locate the number in
your country by visiting http://www.rockwellautomation.com/locations.

23

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

Get Web Support

For web-based product support, and for detailed information on technical support

resources, please visit http://www.rockwellautomation.com/support/.

Access the Rockwell Automation Knowledge base for 24/7 technical
information and assistance. You can also download software patches and
new software versions, ask questions via email, participate in user forums,
and access other useful problem-solving tools.

The support resources available vary depending upon the product
purchased. The latest information can be obtained from the Rockwell
Automation Technical Support website.

A current TechConnect Support contract may be required to use some online
features.

Get Phone Support

To speak with a Technical Support representative in North America, call
1-440-646-3434.

For information on how to contact Technical Support in other locations
worldwide, please visit http://www.rockwellautomation.com/support/.

A current TechConnect Support contract may be required to obtain phone
support.

Get Consulting Services

Rockwell Automation provides expert consulting and turnkey
implementation of this product. Please contact your local representative for
more information.

Contact Us

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.

24

1 ●Welcome To FactoryTalk Transaction Manager

●

●

●

●

●

25

Chapter 2

Installing FactoryTalk Transaction Manager

Before You Begin

You should know about the following prerequisites before you install
FactoryTalk Transaction Manager:

 hardware requirements
 software requirements
 software dependencies
 activation
 activation options

See the following sections for more information.

Hardware Requirements

To use FactoryTalk Transaction Manager v10.10 effectively, your personal
computer must meet the following hardware requirements:

 Intel Pentium processor (1 GHz or faster recommended) - single, dual,

or quad processors.

 512 MB of RAM recommended (or more based on application

requirements).

 34 MB of free hard disk space (or more based on application

requirements).

 CD-ROM compatible drive.
 256-color VGA graphics adapter (1024 x 768 or greater resolution).

27

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

Software Requirements

To use FactoryTalk Transaction Manager v10.10 effectively, the software
installed on your server computer must meet the following minimum
requirements.

 One of the supported operating systems:

 Microsoft Windows XP (Service Pack 3)
 Microsoft Windows Server 2003 R2 Standard Edition (Service

Pack 2)

 Microsoft Windows Vista Business (Service Pack 2)
 Microsoft Windows Server 2008 R2

 In order to use control connectors, you need one or more of the

following:

 DDE server and/or OPC server software.
 If you use the RSView32 control connector, you must have

RSView32 v7.40.00 or later.

RSView32 is not supported on Windows Server 2008 R2.

RSLinx Classic must be configured to start as a Microsoft Windows service.

 In order to use enterprise connectors, you need one or more of the

28

 If you use the RSLinx Classic OPC control connector, you must

have RSLinx Classic v2.52.00 or later.

following:

 If you use an ODBC enterprise connector, you must have ODBC

Manager and ODBC drivers version 2.x or later.

 If you use an Oracle OCI enterprise connector, you must use one of

the following types of Oracle databases:

2 ●Installing FactoryTalk Transaction Manager

●

●

●

●

●

 Oracle 9i, with ODBC driver version 9.2.1.0, and Net client

driver version 9.2.0.1.0.

 Oracle 10g, with ODBC driver version 10.2.0.1.0, and Net

client driver version 10.2.0.1.0.

 Oracle 11g, with ODBC driver version 11.1.0.6.0, and Net

client driver version 11.1.0.6.0.

Oracle 10g and later supports all three types of client installations (Instant client,

Runtime and Administrator install).
Oracle databases created in version 10.2.0.1.0 and later are recommended. The use
of the Oracle ODBC drivers is not recommended.

 If you use a Microsoft OLE DB enterprise connector, you must

have one of the following types of Microsoft SQL Server
databases:

 SQL Server 2000 (Service Pack 4), with ODBC driver

SQLSRV32.DLL version 2000.85.1117.0

 SQL Server 2005 (Service Pack 3), with ODBC driver

SQLSRV32.DLL version 2000.86.3959.0 and Net client
driver SQLNCLI.dll version 2005.90.4035.0.

 SQL Server 2008 R2 with ODBC driver SQLSRV32.DLL

version 6.1.7600.16385 and Net client driver SQLNCLI.dll
version 2005.90.1399.0.

 If you use Microsoft COM+, your Microsoft COM+ connector and

the FactoryTalk Transaction Manager configuration using it must
reside on a computer running one of the supported systems:

 Microsoft Windows XP (Service Pack 3)
 Microsoft Windows Server 2003 R2 Standard Edition (Service

Pack 2)

 Microsoft Windows Vista Business (Service Pack 2)

29

●

●

●

●

●

FactoryTalk Transaction Manager User Guide

 Microsoft Windows Server 2008 R2

Microsoft COM+ objects must be built using Microsoft Developer Studio 6.0.

 Microsoft Windows 2003/XP/Vista/2008 R2 simple TCP/IP services

must be configured.

 Microsoft Data Access Components (MDAC) is updated to version 2.8

during the FactoryTalk Transaction Manager installation.

 Minimum video resolution of 1024 x 768.

Software Compatibility

FactoryTalk Transaction Manager v10.10 has been tested, and is
compatible, with the latest Rockwell Software release of the following
products:

 FactoryTalk Services Platform (v2.30.01)
 FactoryTalk Activation (v3.30.00)
 RSView32 (v7.50.00)
 FactoryTalk View SE (v5.20.00)
 RSLinx Enterprise (v5.30.00)
 RSLinx Classic (v2.56.00)

Activation

Rockwell Software's Windows-based software products are copy protected
and require an activation key, located in an activation file, to run the
software.

FactoryTalk Transaction Manager v10.10 supports the following activation
tools:

 FactoryTalk Activation: If you are a new user, you will need to

30

activate your software using FactoryTalk Activation.