Rockwell Automation FactoryTalk View Machine Edition User Manual

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View Machine Edition

USER’S GUIDE

PUBLICATION VIEWME-UM004J-EN-E–August 2014

Supersedes Publication VIEWME-UM004I-EN-E

Contact Rockwell

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

Trademark Notices

Other Trademarks

Warranty

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

Allen-Bradley, DH+, FactoryTalk, Logix5000, PanelView, PLC-5, Rockwell, Rockwell Automation, Rockwell Software, RSLinx, RSLogix, RSSql, RSView, SLC, SoftLogix, and WINtelligent are trademarks of Rockwell Automation, Inc.

Any Rockwell Automation software or hardware not mentioned here is also a trademark, registered or otherwise, of Rockwell Automation, Inc.

ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe,, Windows ME, Windows NT, Windows 2000, Windows Server, Windows XP, Windows 7, Windows 8.1, Windows 8, and Windows Vista 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.

Oracle is a registered trademarks of Oracle Corporation. ControlNet is a registered trademark of ControlNet International. DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA) All other trademarks are the property of their respective holders and are hereby acknowledged.

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 meeti ng 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:8.00.00 CPR 9 Service Release 7 August 2014

Preface

About the documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-2

Find the information you need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-3

Try the User's Guide and Help first . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-3

Information on the Internet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-3

Contact Rockwell Automation Technical Support. . . . . . . . . . . . . . . . . . . . . P-3

1 • Getting Started

The parts of FactoryTalk View Machine Edition. . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Additional software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

The FactoryTalk View Machine Edition tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

FactoryTalk View Studio tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

FactoryTalk tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

FactoryTalk Activation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

2 • Explore FactoryTalk View Studio

Start and exit FactoryTalk View Studio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Start FactoryTalk View Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Exit FactoryTalk View Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Open sample applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Explore the FactoryTalk View Studio main window. . . . . . . . . . . . . . . . . . . . . . . . 2-4

The menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

The toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

The Explorer window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

The workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

The Diagnostics List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

The status bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

Workbook tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Show and hide items in the main window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

Use the Explorer window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

View the Explorer window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

Move and resize the Explorer window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

Work with editors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

Locate editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

View an editor's components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11

Open editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11

iii

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Close editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12

Enter information in spreadsheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12

Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Select a printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14

Print at run time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15

3 • Plan applications

Understand the process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Collect data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Design an HMI tag database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Collect information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Organize tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Plan graphic displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Develope a hierarchy of displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Create a template to ensure consistency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Design displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Usability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Plan languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Plan alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Provide information for the operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Local and information messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Diagnostics messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Plan trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Plan recipes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Design a secure system. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

4 • Work with applications

What is an application? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Application versus project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

HMI project file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Run-time application file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Component files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

External folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Default log file locations for PanelView Plus 7, PanelView Plus 6, PanelView

Plus, or PanelView Plus CE applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Naming files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Creat, import, open, and close applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Creat applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Import applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Open applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7

Open multiple applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9

Open and edit applications from earlier versions of RSView or FactoryTalk View

ME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9

Close applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10

Rename, copy, delete, back up, and restore applications . . . . . . . . . . . . . . . . . . . . 4-10

About project settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11

Project window size and run-time screen resolution . . . . . . . . . . . . . . . . . . . 4-11

Compact Machine Edition application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15

Title bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15

Specify project settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17

View application properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

View HMI server properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

5 • Set up communications

About OPC communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Create data servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Set up RSLinx Enterprise data servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Set up an OPC data server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Update data server caches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

• • • • •

Contents

6 • Work with tags

Types of tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Data server tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

HMI tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

The data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Basic steps for using tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

When to use data server tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

Eliminate duplication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

Use complex data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

Steps for using data server tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3

When to use HMI tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Scale, offset, or provide a range for data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Store values in FactoryTalk View memory . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Steps for using HMI tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

Browse for tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

Use the Tag Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Show server names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Browse for off-line tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Use tags and expressions in your application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8

Assign tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9

Assign tags to graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Use expressions to manipulate tag values. . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11

Substitute tag names used in graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . 6-11

Log tag values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12

Use macros to assign values to tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12

7 • Use HMI tags

HMI tag types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Analog tags that use floating-point values . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

How values are rounded . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

Use the Tags editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3

Update the contents of the Tags editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Search for HMI tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Data sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

The data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Memory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Address syntax for device tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Organize HMI tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Name tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Use folders to group tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9

View tag statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9

Other methods for creating HMI tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Create tags as needed in other FactoryTalk View editors . . . . . . . . . . . . . . . 7-10

Create tags as needed in the Data Log Models editor. . . . . . . . . . . . . . . . . . . 7-10

Import tags from a PLC database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11

Use the Tag Import and Export Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12

8 • Set up global connections

About global connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Set up global connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Update the date and time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Change displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Control display changes remotely. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Remote display changes and security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Set up remote display changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Print displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Close On Top displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Apply parameters to changed displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Run macros. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Set up backlight intensity remotely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

Monitor run-time RAM usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

9 • Set up alarms

About alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Multiple language alarm messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Other multiple language alarm features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Set up alarms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Prepare to set up alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

The data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Tags and expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Identify alarm conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Import and export alarm setup files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

How alarms work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Alarm triggers and trigger values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Filter alarm triggers in multiple languages. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Alarm notification methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6

Show alarm information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6

Interact with alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7

The alarm log file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10

Alarm trigger data types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11

The Value trigger type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11

The Bit trigger type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12

The Least Significant Bit (LSBit) trigger type . . . . . . . . . . . . . . . . . . . . . . . . 9-13

Tips for using array tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-15

Equivalent data types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-16

RSLinx Enterprise tag syntax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-16

KEPServer Enterprise tag syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-17

Create alarm messages in multiple languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-17

Optional alarm connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-17

Connections that work with a specific alarm trigger . . . . . . . . . . . . . . . . . . . . . . . 9-18

How the Handshake connection works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-18

How the Ack connection works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-19

How the Remote Ack connection works . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-19

How the Remote Ack Handshake connection works . . . . . . . . . . . . . . . . . . . 9-21

Ensure alarm messages are read by the data source before sending new messages. . 9-

Methods of alarm message handshaking . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-21

Hold the message for a specific period of time . . . . . . . . . . . . . . . . . . . . . . . 9-22

Hold the message until the data source acknowledges that it has read the message

9-22

How messages are queued . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-23

How the Message connection works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-23

• • • • •

Contents

vii

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

How the Message Notification connection works . . . . . . . . . . . . . . . . . . . . . 9-23

How the Message Handshake connection works . . . . . . . . . . . . . . . . . . . . . . 9-23

Connections that apply to all alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-23

How the Silence connection works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-24

How the Remote Silence connection works . . . . . . . . . . . . . . . . . . . . . . . . . . 9-24

How the Remote Ack All connection works . . . . . . . . . . . . . . . . . . . . . . . . . 9-25

How the Status Reset connection works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-25

How the Remote Status Reset connection works . . . . . . . . . . . . . . . . . . . . . . 9-25

How the Close Display connection works . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-25

How the Remote Close Display connection works . . . . . . . . . . . . . . . . . . . . 9-25

The [ALARM] display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-26

The [ALARM BANNER] display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-26

The [ALARM MULTI-LINE] display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-27

The [STATUS] display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-28

The [HISTORY] display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-29

Use displays from the library in your application . . . . . . . . . . . . . . . . . . . . . . . . . 9-30

Create your own alarm display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-31

Open and close the alarm display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-31

Open the display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-31

Close the display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-31

How the alarm list graphic object works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-32

What is shown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-32

How the list scrolls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-33

How the alarm banner graphic object works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-34

What is shown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-34

How the alarm status list graphic object works . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-34

What is shown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-35

What happens when the display is opened . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-35

Use buttons with the alarm history and alarm objects . . . . . . . . . . . . . . . . . . . . . . 9-36

Alarm buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-36

Link buttons to objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-37

Key buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-38

Use alarm buttons to acknowledge, silence, clear, and delete alarms . . . . . . . . . . 9-38

Acknowledge the selected alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-38

Acknowledge all alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-39

Silence alarms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-39

Clear and delete messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-40

Use alarm buttons to sort alarms and reset alarm status. . . . . . . . . . . . . . . . . . . . . 9-40

Sort alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-40

Reset alarm status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-40

Retain alarm status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-41

Change the alarm status displayed in the alarm status list . . . . . . . . . . . . . . . 9-41

viii

10 • Set up FactoryTalk Diagnostics

About FactoryTalk Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Browse diagnostics messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

How to set up FactoryTalk Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Destinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2

Message routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3

Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3

Message severities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

Audiences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

Show diagnostics messages during application development . . . . . . . . . . . . . . . . 10-5

View FactoryTalk Diagnostics log files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5

Use the Diagnostics Setup tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6

Log to an ODBC database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7

Route messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8

Receive messages from a PanelView Plus 7, PanelView Plus 6, PanelView Plus,

or PanelView Plus CE terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8

Show and print diagnostics messages at run time . . . . . . . . . . . . . . . . . . . . . . . . . 10-8

Use the Diagnostics List Setup editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8

Set up how messages are shown and printed at run time . . . . . . . . . . . . . . . 10-10

The [DIAGNOSTICS] display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Create your own diagnostics display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Open and close the diagnostics display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12

Open the display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12

Close the display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12

How the diagnostics list graphic object works. . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12

What is shown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12

Use buttons with the diagnostics list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13

• • • • •

Contents

11 • Set up security

Use security with your application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

If you do not create additional FactoryTalk View user accounts . . . . . . . . . . 11-2

If you use FactoryTalk View user accounts . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Create FactoryTalk Security users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3

Create FactoryTalk Security user groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4

Work with the Runtime Security editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4

How user accounts and security codes work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5

The DEFAULT user. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5

Set up users for 4.00 and later applications . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6

To remove a FactoryTalk Security user or group from FactoryTalk View . . 11-8

To migrate RSView 3.20 and earlier users to FactoryTalk View . . . . . . . . . 11-8

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Set up users for 3.20 and earlier applications . . . . . . . . . . . . . . . . . . . . . . . . . 11-9

Change RSView 3.20 and earlier user passwords . . . . . . . . . . . . . . . . . . . . . 11-9

Add 3.20 and earlier users or groups from a Windows domain . . . . . . . . . . 11-10

Remove 3.20 and earlier users or groups . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-11

Assign security to graphic displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12

Provide a way for users to log in and log out. . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-13

Log out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-14

Log out automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-14

Application examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-15

Example: Assign security codes to prevent access to graphic displays . . . . 11-15

Example: Use security codes to control the visibility of the shutdown button. 11-

Example: Assign visibility animation to the Goto display button . . . . . . . . 11-16

Example: Assign visibility animation to the shutdown button. . . . . . . . . . . 11-17

Example: Prevent unauthorized users from stopping the application. . . . . . 11-18

Set up FactoryTalk Security for your application . . . . . . . . . . . . . . . . . . . . . . . . 11-18

Specify activities to track for audit purposes . . . . . . . . . . . . . . . . . . . . . . . . 11-21

Specify policies for passwords, accounts, and FactoryTalk sign-on . . . . . . 11-21

Set up options for accounts, passwords, and single sign-on. For details, see Help.

11-21

Uncommon security permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21

Set up security access to the FactoryTalk Directory. . . . . . . . . . . . . . . . . . . 11-21

Set up security access to the application. . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-22

Set up security access to System policies, groups, and users. . . . . . . . . . . . 11-22

Set up security access to networks and devices . . . . . . . . . . . . . . . . . . . . . . 11-22

12 • Set up language switching

About language switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1

The default language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3

Set up Windows for language switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4

Install Windows languages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4

Set up Windows fonts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4

Windows locale settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5

Add languages to the application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5

Remove languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6

Export application text strings for translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6

Export text in Unicode format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6

Export text to a Microsoft Excel spreadsheet. . . . . . . . . . . . . . . . . . . . . . . . . 12-7

Excel spreadsheet file name format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7

Exported language string file locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8

Problems exporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8

Translate application text in Excel spreadsheet files . . . . . . . . . . . . . . . . . . . . . . . 12-9

Translate application text in Unicode files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9

File name and format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9

Open the text file in Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10

Save the text file in Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10

Differences in file format for files saved in Excel . . . . . . . . . . . . . . . . . . . . 12-11

Save the Unicode text file in Notepad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-11

File schema. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-11

Work with pairs of double quotes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-12

Work with backslashes and new line characters. . . . . . . . . . . . . . . . . . . . . . 12-13

Import text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-13

Problems importing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-14

Cancel importing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-14

Set up multiple language support for graphic libraries . . . . . . . . . . . . . . . . . . . . 12-15

Use graphic libraries that support multiple languages . . . . . . . . . . . . . . . . . 12-15

13 • Set up display navigation

• • • • •

Contents

About display navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Develope a hierarchy of displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Test display navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3

Use graphic objects to navigate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3

Switch languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3

Display type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4

Goto display buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4

Goto configure mode buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4

Return to display buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5

Close display buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6

Display list selectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6

Shutdown buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-7

Control display changes remotely . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-7

14 • Create run-time applications

Specify startup settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1

Test your application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2

Create run-time application files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3

Create .mer files for previous versions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3

Convert .mer files to development applications . . . . . . . . . . . . . . . . . . . . . . . 14-3

Convert run-time application files to development applications . . . . . . . . . . . . . . 14-6

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

15 • Run applications on a personal computer

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1

Move applications to the run-time computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3

Start FactoryTalk View ME Station. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3

Load and run applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-4

Shut down applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5

What happens when the application shuts down . . . . . . . . . . . . . . . . . . . . . . 15-6

Change application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-6

Edit device shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-6

Look up contact information for technical support . . . . . . . . . . . . . . . . . . . . . . . . 15-7

Set up FactoryTalk Diagnostics on the run-time computer . . . . . . . . . . . . . . . . . . 15-8

Set up serial ports for use with KEPServer Enterprise. . . . . . . . . . . . . . . . . . . . . . 15-8

Set up RSLinx Enterprise communication drivers. . . . . . . . . . . . . . . . . . . . . . . . . 15-9

Specify the printers to use at run time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10

Specify startup options for FactoryTalk View ME Station . . . . . . . . . . . . . . . . . 15-12

Delete log files on the run-time computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Run a newer version of the application . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Delete log files manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Turn off the FactoryTalk Directory Server warning . . . . . . . . . . . . . . . . . . . . . . 15-16

Specify time, date, and number formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-17

Use the DeskLock tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-17

xii

16 • Transfer applications to a PanelView Plus terminal

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1

Start FactoryTalk View ME Station. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-4

Specify the driver to use for the transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-4

Set up a driver for the transfer on the development computer. . . . . . . . . . . . . . . . 16-6

Download applications and Windows TrueType fonts . . . . . . . . . . . . . . . . . . . . . 16-6

About the download . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6

Serial downloads. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6

Upload applications from the PanelView Plus 7, PanelView Plus 6, PanelView Plus,

or PanelView Plus CE terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-7

About the upload. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8

Serial uploads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8

Compare applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8

17 • Use your application

Domain authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

Configure FactoryTalk View ME 8.0 and later terminals for Domain authentica-

Contents

tion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-2

Configure FactoryTalk View ME prior to 8.0 terminals for Domain authentication

17-5

Access network resources from a terminal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-6

4.00 and later applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-7

3.20 and earlier applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-7

What happens when a user logs in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-9

Problems with logging in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-9

Change passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-10

Log out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-13

Add a user or group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-14

Delete a user or group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-16

Modify a user or group membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-18

Unlock a user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-20

Disable a user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-22

Enable a user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-22

Change User Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-23

Enter numeric values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-23

Activate the cursor point. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-24

Ramp numeric values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-24

Use the numeric pop-up keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-24

Use the numeric pop-up scratchpad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-25

Use buttons and keys with the numeric pop-up windows . . . . . . . . . . . . . . 17-26

How values are ramped. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-26

How values are calculated . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-27

Problems with the numeric pop-up windows . . . . . . . . . . . . . . . . . . . . . . . . 17-27

Enter string values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-28

Use the string pop-up keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-29

Use the string pop-up character input. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-29

Use the string pop-up scratchpad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-31

Use buttons and keys with the string pop-up windows . . . . . . . . . . . . . . . . 17-31

What is written to the Value connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-32

Problems with the string pop-up windows . . . . . . . . . . . . . . . . . . . . . . . . . . 17-33

Change tag values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-33

View tag data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-35

View alarms and messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-37

View information about run-time communication errors . . . . . . . . . . . . . . . . . . 17-38

Change languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-38

• • • • •

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

18 • Work with components

Editors that have components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1

Work with components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1

Create components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-2

Open components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-2

Save components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-2

Close components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-2

Add components into an application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-3

Delete components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-4

Remove components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-4

Rename components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-4

Duplicate components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-5

Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-5

19 • Use graphic displays

About graphic displays and graphic objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-2

Use the Graphics editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3

Create and open graphic displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3

Import and export graphic displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-5

Tools and tips for working in the Graphics editor . . . . . . . . . . . . . . . . . . . . . . . . . 19-5

Use context menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-6

Use the toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-7

Show displays in grayscale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-8

Use the grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-8

Zoom in and out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-9

Correct mistakes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10

Test your displays as you work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10

Set up graphic displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-11

Specify display settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-11

About display types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-12

Resize displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-13

Create a background for your display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-13

Use graphic libraries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-14

Work with Symbol Factory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-14

To open Symbol Factory: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-15

To select a graphic:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-15

Manipulate the graphic: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-15

Create graphic libraries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-16

Use libraries as displays in your application . . . . . . . . . . . . . . . . . . . . . . . . 19-17

Use libraries to store displays with multiple languages . . . . . . . . . . . . . . . . 19-17

xiv

Location of library components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-19

Import images into your application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-20

Bitmap images that come with FactoryTalk View Studio . . . . . . . . . . . . . . 19-21

Import bitmap, PNG, and JPEG images. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-21

Use the Image Browser to import images. . . . . . . . . . . . . . . . . . . . . . . . . . . 19-23

Use Symbol Factory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-24

Tips for using images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-25

Use local messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-26

Local messages versus information messages . . . . . . . . . . . . . . . . . . . . . . . 19-26

Summary of steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-27

Use the Local Messages editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-27

Prepare to set up local messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-27

How local messages work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-28

Local messages and trigger values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-29

Create local messages in multiple languages . . . . . . . . . . . . . . . . . . . . . . . . 19-30

How the local message display graphic object works . . . . . . . . . . . . . . . . . 19-30

Print displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-30

Print displays at run time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-30

20 • Use graphic objects

• • • • •

Contents

Types of graphic objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-1

About connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-2

Illustrate your displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-3

Control the application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-3

Start and control processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-4

Show processes and values graphically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-6

Work with lists, trends, alarm banners, and numeric input objects . . . . . . . . . . . . 20-7

Enter and show numeric and string values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-9

Show alarms and messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-10

Select tools for creating graphic objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-11

Before you begin creating objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-12

Create graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-12

Create drawing objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-13

Create text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-13

Create images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-15

Create panels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-16

Create arcs and wedges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-17

Create ellipses and circles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-18

Create freehand shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-18

Create lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-18

Create polygons and polylines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-19

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Create rectangles and squares. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-20

Create rounded rectangles and squares. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-20

Use .wmf and .dxf files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-22

Use ActiveX objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-22

Tools and tips for working with objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-24

Select and deselect objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-24

Use the Object Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-25

Highlight objects in the Object Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-26

Use the Properties dialog box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-27

Use the Property Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-30

Set up properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-31

Assign tags and expressions to an object’s connections . . . . . . . . . . . . . . . . 20-31

Color objects using the color toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-32

Name objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-34

Test how objects look in different states . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-35

Assign tags and expressions to graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . 20-36

Assign tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-36

Use expressions to manipulate tag values. . . . . . . . . . . . . . . . . . . . . . . . . . . 20-37

Replace tags using tag substitution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-38

Replace tags using Find and Replace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-39

Use tag placeholders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-40

Perform basic operations on objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-41

Move objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-42

Copy objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-43

Duplicate objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-45

Resize objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-45

Reshape drawing objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-47

Delete objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-48

Work with groups of objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-48

Group and ungroup objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-48

Edit groups of objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-49

Edit objects within a group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-50

Arrange objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-51

Layer objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-51

Align objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-53

Space objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-55

Flip drawing objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-56

Rotate drawing objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-56

Lock objects into position. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-57

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21 • Set up graphic objects

Set up objects’ spatial properties, names, and visibility. . . . . . . . . . . . . . . . . . . . . 21-2

Tips for setting up objects with states . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-3

Copy and past properties from one state to another . . . . . . . . . . . . . . . . . . . . 21-3

Add and remove states . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-3

Set up how objects are used at run time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-4

Position objects for touch screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-4

Use touch margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-4

Assign function keys to buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-5

Function key equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-6

Use the keyboard to navigate to and select objects . . . . . . . . . . . . . . . . . . . . . . . . 21-7

What input focus looks like . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-8

Use the keys on the keyboard or keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-8

Remove objects from and adding objects to the tab sequence . . . . . . . . . . . . 21-8

Link buttons to objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-9

Repeat a button’s action by holding down the button . . . . . . . . . . . . . . . . . . . . . 21-11

Ensure values are read by the data source before sending new values . . . . . . . . 21-12

Methods of Enter key handshaking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-12

Hold the value for a specific period of time . . . . . . . . . . . . . . . . . . . . . . . . . 21-13

Hold the value until it is acknowledged . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-13

Time, date, and number formats for graphic objects . . . . . . . . . . . . . . . . . . . . . . 21-15

Set up buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-16

Buttons described later in the chapter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-18

How to use push buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-18

Set up Momentary push buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-19

Set up Maintained push buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-21

Set up Latched push buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-22

Set up Multistate push buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-24

Set up Interlocked push buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-25

Set up Ramp buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-27

Set up numeric displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-28

How values are shown . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-28

Problems with showing values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-28

Set up Numeric Input Enable buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-30

Set up numeric input cursor points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-31

Set up string displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-33

How values are shown . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-33

Set up String Input Enable buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-34

Set up Goto display buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-35

Set up close display buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-36

Set up display list selectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-37

• • • • •

Contents

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How to use indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-39

Set up multistate indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-39

Set up symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-41

Set up list indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-42

How to use bar graphs, gauges, and scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-44

Bar graphs make it easy to compare values . . . . . . . . . . . . . . . . . . . . . . . . . 21-44

Thresholds change a bar graph’s fill color . . . . . . . . . . . . . . . . . . . . . . . . . . 21-44

Use bar graphs with scales to show limits . . . . . . . . . . . . . . . . . . . . . . . . . . 21-44

Gauges make it easy to see limits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-45

Thresholds change a gauge’s fill color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-45

Set up bar graphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-46

Set up gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-47

Set up scales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-48

Set up control list selectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-49

Use buttons with the control list selector . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-49

How Enter key handshaking works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-49

Set up piloted control list selectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-51

Choose between piloted control list selectors and control list selectors. . . . 21-51

How piloted control list selectors work at run time . . . . . . . . . . . . . . . . . . . 21-51

Set up local message displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-54

Set up Macro buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-56

Set up time and date displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-57

Set up Print Alarm History buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-58

Set up Print Alarm Status buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-59

Set up alarm lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-60

Set up alarm banners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-61

Set up alarm status lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-62

Set up diagnostics lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-64

Set up information message displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-65

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22 • Animate graphic objects

Types of animation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-1

Which objects can have which types of animation?. . . . . . . . . . . . . . . . . . . . 22-2

Use the Animation dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-2

About the Animation dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-4

Use Object Smart Path to visually set animation . . . . . . . . . . . . . . . . . . . . . . 22-4

Test animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-5

Use tag names and tag placeholders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-5

Use expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-6

Set minimum and maximum values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-6

Define a range of motion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-7

Animation that does not use a range of motion . . . . . . . . . . . . . . . . . . . . . . . 22-7

Use Object Smart Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-7

Set up the different types of animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-9

Set up visibility animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-9

Set up color animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-10

Set up fill animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-13

Set up horizontal position animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-14

Set up vertical position animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-14

Set up width animation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-14

Set up height animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-15

Set up rotation animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-15

Set up horizontal slider animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-15

Set up vertical slider animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-16

Apply animation to groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-16

Check the animation on objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-17

Copy or duplicate objects with animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-18

Copy animation without copying objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-18

Set up animation for global objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22-19

23 • Use expressions

• • • • •

Contents

About expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-1

Expressions that result in floating-point values . . . . . . . . . . . . . . . . . . . . . . . 23-1

Expression components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-2

Use the Expression editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-2

Use the Expression editor versus typing expressions directly . . . . . . . . . . . . 23-2

Where you can use expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-4

Format expressions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-4

Use tag names and tag placeholders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-5

Use tag placeholders instead of tag names . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-5

Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-6

Arithmetic operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-6

String operands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-7

Relational operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-7

How string operands are evaluated . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-7

Logical operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-7

Bitwise operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-8

Use the left shift operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-9

Evaluation order of operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-10

Mathematical functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-13

Security functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-13

Language function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-14

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If-then-else . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-16

Nested if-then-else . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-17

Use write expressions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23-18

24 • Use embedded variables

About embedded variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-1

Where you can create embedded variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-2

Create embedded variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-2

Embedded variable syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-3

Numeric embedded variable syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-3

String embedded variable syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-4

Time and date embedded variable syntax. . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-6

How embedded variables are updated at run time . . . . . . . . . . . . . . . . . . . . . . . . . 24-6

How embedded variables are shown at run time . . . . . . . . . . . . . . . . . . . . . . . . . . 24-7

Numeric embedded variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-7

String embedded variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-8

Time and date embedded variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24-8

25 • Use parameters and global objects

Use tag placeholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-1

Summary of steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-3

Create parameter files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-4

Use the Parameters editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-5

Use global objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-10

Create global object displays and base objects. . . . . . . . . . . . . . . . . . . . . . . 25-11

Create reference objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-12

Set up reference objects’ link properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-13

Delete the base object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-14

Use global object parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-14

Use controller instruction faceplates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25-17

26 • Set up data logging

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-1

Data log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-1

Data Log Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-2

Create Data Log Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-2

Data storage locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-3

Data logging methods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-3

Tags in the data log model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-4

Change the data log model used at run time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-4

Show data logs using the trend graphic object. . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-5

Problems with data logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26-5

27 • Use information messages

About information messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-1

Information messages versus local messages. . . . . . . . . . . . . . . . . . . . . . . . . 27-1

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-1

Use the Information Messages editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-2

Set up how information messages are shown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-3

Prepare to set up information messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-3

The data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-3

Identify the tags and values to monitor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-3

How information messages work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-4

Information messages and trigger values . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-5

Create information messages in multiple languages . . . . . . . . . . . . . . . . . . . . . . . 27-5

The [INFORMATION] display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-6

Create your own information message display . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-7

Open and close the information message display . . . . . . . . . . . . . . . . . . . . . . . . . 27-7

Open the display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-7

Close the display. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-7

How the information message display graphic object works. . . . . . . . . . . . . . . . . 27-7

What is shown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-8

Change the message file used at run time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27-8

• • • • •

Contents

28 • Set up trends

About trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-1

Current versus historical data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-2

Time, date, and number formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-2

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-3

Create trend objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-3

Set up trends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-4

The parts of a trend. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-5

Trend border . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-5

Trend window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-5

Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-6

Y-axis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-6

Vertical axis labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-6

X-axis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-6

Horizontal axis labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-6

Pens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-6

Pen icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-7

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Pen markers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-7

Chart types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-7

Standard vs. XY Plots. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-7

Isolated graphing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-8

Plot a value across the full width of the chart. . . . . . . . . . . . . . . . . . . . . . . . . 28-8

Choose trend colors, fonts, lines, and markers. . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-9

The trend border color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-9

The trend window color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-9

Test the trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-10

Use the Trends graphic library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-10

Use buttons to control the trend at run time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-11

Print trend data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-12

ImproveImprove clarity of the trend printout. . . . . . . . . . . . . . . . . . . . . . . . 28-12

Run-time errors for the trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28-12

29 • Set up RecipePlus

About recipes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-1

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-2

How the recipe system works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-2

RecipePlus selector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-2

RecipePlus table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-2

RecipePlus button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-3

Number format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-4

Numeric limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-4

Specify the run-time file location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-5

Store files outside the HMI project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-5

Store recipe files with the HMI project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-6

Set up recipe files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-6

Compare recipes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-8

Time and date formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-9

Print recipes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-9

Create RecipePlus objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-10

Test RecipePlus objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-10

Use the RecipePlus_Components graphic library . . . . . . . . . . . . . . . . . . . . . . . . 29-11

Use buttons with recipe objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-12

View data values that are saved at run time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29-13

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30 • Use macros

Use macros to assign values to tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30-1

Use the Macros editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30-2

When to use macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30-2

Run macros when tags or expressions change value . . . . . . . . . . . . . . . . . . . . . . . 30-3

Where to assign macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30-4

A • Convert PanelBuilder 1400e applications

Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2

Convert PanelBuilder 1400e application files . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2

Equivalent graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5

Unsupported graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8

Unsupported settings and controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8

Controls for transferring run-time application files . . . . . . . . . . . . . . . . . . . . A-8

Settings and controls for alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8

Invalid characters in screen names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9

Screen security settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9

Block tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9

Convert non-RIO communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9

Unsupported tag data types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-9

Unsupported initial values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10

Convert RIO communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10

Unsupported PanelBuilder 1400e RIO tags . . . . . . . . . . . . . . . . . . . . . . . . . A-11

Unsupported graphic object features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12

Convert expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13

Equivalent expression syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-14

Unsupported expression syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-15

Order of precedence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16

• • • • •

Contents

B • Convert PanelBuilder and PanelBuilder32 applications

Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Summary of steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2

Convert PanelBuilder application files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2

Equivalent graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5

Unsupported graphic objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-6

Unsupported settings and controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7

Settings and controls for alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7

Invalid characters in screen names and tag names . . . . . . . . . . . . . . . . . . . . . B-7

Time and date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7

External fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7

Screen security settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7

Power-up options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7

Convert non-RIO communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-8

Tags for unsupported communication protocols . . . . . . . . . . . . . . . . . . . . . . B-8

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Bit array tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-8

Convert RIO communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-9

Unsupported PanelBuilder RIO tags. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-9

Unsupported graphic object features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-10

C • System tags

Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1

Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1

Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-2

User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-3

D • ODBC database schema

FactoryTalk Diagnostics log table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1

E • Import and export alarm XML files

About XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1

Create alarm XML files by exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1

Edit XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-2

Save XML files in Notepad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-2

Test XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-2

Import XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-3

Error log file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-3

Import alarm XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-3

Alarm setup XML file structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-3

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F • RFC1766 names

Mapping languages to RFC1766 names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-1

G • Features supported in different versions of FactoryTalk View

Which versions are supported . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1

Create run-time application files for previous versions . . . . . . . . . . . . . . . . . . . . . G-2

Features that are not supported in version 7.00 or earlier . . . . . . . . . . . . . . . . . . . G-2

Features that are not supported in version 6.10 or earlier . . . . . . . . . . . . . . . . . . . G-3

Features that are not supported in version 5.10 or earlier . . . . . . . . . . . . . . . . . . . G-4

Features that are not supported in version 5.00 or earlier . . . . . . . . . . . . . . . . . . . G-4

Features that are not supported in version 4.00 or earlier . . . . . . . . . . . . . . . . . . . G-6

Features that are not supported in version 3.20 or earlier . . . . . . . . . . . . . . . . . . . G-7

Features that are not supported in version 3.10 or earlier . . . . . . . . . . . . . . . . . . . G-8

H • Import and export graphics XML files

About XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1

Create graphics XML files by exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1

Edit XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-2

Save XML files in Notepad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-2

Test XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-2

Import XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3

Error log file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3

Import graphics XML files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3

Graphics XML file structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-3

• • • • •

Contents

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

xxvi

Preface

FactoryTalk View Machine Edition is a member of the FactoryTalk View family of products. It is an integrated package for developing and running automation applications.

Review operating system requirements

FactoryTalk View ME software is supported on these Microsoft Windows operating systems:

Operating System 32 bit 64 bit

Windows Server 2012 R2 Standard Edition Windows Server 2012 Standard Edition Windows 8.1 Enterprise Edition Windows 8.1 Professional Windows 8 Professional Windows 8 Enterprise Edition Windows 7 Ultimate with Service Pack 1 Windows 7 Enterprise Edition with Service

Pack 1 Windows 7 Professional with Service Pack 1 Windows 7 Professional Windows Server 2008 R2 Standard Edition Windows Server 2008 Standard Edition with

Service Pack 2 Windows Server 2008 R2 Standard Edition

with Service Pack 1 Windows Server 2008 R2 Enterprise Edition

with Service Pack 1

Windows V ista Business with Service Pack 2

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Operating System 32 bit 64 bit

Windows XP Professional with Service Pack 3

Windows Server 2003 R2 Standard Edition with Service Pack 2

 For the latest information regarding software platform support, refer to

http://www.rockwellautomation.com/compatibility/#/scenarios.

 PanelView Plus and PanelView Plus CE terminals running Microsoft Windows CE

4.1

 PanelView Plus 6 terminals running Microsoft Windows CE 6.0  PanelView Plus 7 terminals running Microsoft Windows CE 6.0

FactoryTalk View Studio is tested and supported on operating systems installed from original Microsoft media only. For operating systems installed by the computer vendor, please see Knowledgebase article 26842.

FactoryTalk View Machine Edition gives you all the tools you need to create effective machine-level monitoring and control applications.

About the documentation

The FactoryTalk View Machine Edition documentation set includes:

 Release Notes: Information to read before you begin installing or working with the

software.

P-2

The Release Notes are available on the FactoryTalk View installation DVD, as well as from the Help menu in FactoryTalk View Studio.

 FactoryTalk View Machine Edition Installation Guide: A guide to installing and

activating the various components of FactoryTalk View Machine Edition. The Installation Guide is available on the FactoryTalk View installation DVD, as well

as from the Help menu in FactoryTalk View Studio.

 FactoryTalk View Machine Edition User’s Guide: Comprehensive information about

FactoryTalk View Machine Edition, procedures for creating and running an automation application, and reference information.

The User’s Guide is also available on the FactoryT alk View installation DVD, as well as from the Help menu in FactoryTalk View Studio.

 Help: Online procedures and reference information.

Help is available from the Help menu in FactoryTalk View Studio.

Find the information you need

You have many options for finding information about how to use FactoryTalk View, or how to solve problems with FactoryTalk View.

Try the User's Guide and Help first

The User’s Guide and Help provide comprehensive information about typical uses of FactoryTalk View . Chances are, your question is answered in the documentation.

T o find the answer, use the table of contents and the index in the User’s Guide and Help. You can also perform a full-text search on both the Help and the User’s Guide. For

information about using Help, see Chapter 5, “Getting the information you need,” in the FactoryTalk View Machine Edition Installation Guide.

For information about performing searches on the User’s Guide, see Adobe Reader Help.

Information on the Internet

If you can’t find the answer to your question or problem in the User’s Guide or Help, you can find information on the web.

• • • • •

PREFACE

You can connect to the Rockwell Automation web site from within FactoryTalk View Studio. To do so, you must have a web browser installed on your computer, and you must have an active Internet connection.

To connect to web sites from FactoryT alk View Studio

 From the Help menu, select Rockwell Automation on the Web, and then select the

name of the web page you want to view.

The Rockwell Automation Knowledgebase

The Knowledgebase web page leads to a comprehensive, searchable database of support information for all Rockwell Automation products.

Contact Rockwell Automation Technical Support

If you can’t find the answer to your question using any of the resources suggested above, contact Rockwell Automation Technical Support at:

Telephone: 440-646-3434 Web: http://www.rockwellautomation.com/support

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Support staff are available Monday to Friday from 8:00 A.M. to 7:00 P.M. Eastern Standard Time (North America only), except on statutory holidays.

When you call

When you call, be at your computer and be ready to give:

 The product serial number.

You’ll find this number on the Activation disk label and in the About FactoryTalk View Studio dialog box available from the Help menu in FactoryTalk View Studio.

 The product version number.  The type of hardware you are using.  The exact wording of any 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 tried to solve the problem.

You may also be required to provide information about the FactoryTalk View add-ons and updates that are installed on your computer.

To view the list of installed add-ons and updates

1. In FactoryTalk View Studio, select Help> About FactoryTalk View Studio.

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2. To view the list of installed add-ons, click Add-Ons.

Getting Started

FactoryTalk View Machine Edition is software for developing and running humanmachine interface applications. FactoryTalk View Machine Edition is designed for monitoring and controlling automated processes and machines.

For information about installing FactoryTalk View Machine Edition, see the FactoryTalk V iew Machine Edition Installation Guide.

The parts of FactoryTalk View Machine Edition

FactoryTalk View Machine Edition includes two products:

FactoryTalk View Studio

applications. This software runs on operating systems such as Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, Windows Vista, Windows Server 2003, and Windows XP operating systems.

FactoryTalk View ME Station

level applications. Use FactoryTalk View ME Station to run the applications you develop in FactoryTalk View Studio.

RSLinx Enterprise

assist in developing and running your FactoryTalk View ME applications. You can run machine-level applications on the Windows CE 6.0 PanelView Plus 7,

Windows CE 6.0 PanelView Plus 6, Windows CE 4.1 PanelView Plus, and PanelView Plus CE terminals, aswell as on personal computers.

is configuration software for developing machine-level

is a stand-alone run-time environment for machine-

is a communication server built around FactoryTalk technology to

Additional software

The FactoryTalk View installation DVD also includes two additional software products:



RSLinx Classic

communication drivers. RSLinx Classic is an OPC-compliant data server. Classic is available for personal computers only



Adobe Reader 11.0.03

Edition User’s Guide. If desired, you can also use the software to print the User’s Guide.

is software that provides communications to a wide range of

is software for reading the online FactoryTalk View Machine

The FactoryTalk View Machine Edition tools

RSLinx

FactoryTalk View Studio tools

These tools are installed with FactoryTalk View Studio:

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •



Application Documenter

FactoryTalk applications.



Application Manager

restoring applications.



DeskLock

is the software that prevents Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, Windows V ista, Windows Server 2003, and Windows XP users from exiting the FactoryTalk View application at run time. You can use this tool to set up a customized desktop and to prevent access to Windows functions. You cannot use DeskLock if you are running your application on a PanelView Plus 7, PanelView Plus 6, PanelView Plus, or PanelView Plus CE terminal.



FTVIEWUSER Account Reset

account back to its default.



Graphic Strings Search and Replace

operations on STRINGS that are contained within graphic displays. STRINGS include: tags, expressions, commands or text assigned to objects.



Legacy Tag Database Conversion

database to a new format to work with Microsoft SQL database.



ME Firmware Upgrade Wizard

on PanelView Plus 7, PanelView Plus 6, PanelView Plus, or PanelView Plus CE terminals.

is software that provides detailed information about

is software for renaming, copying, deleting, backing up, and

is software for resetting the FTVIEWUSER

is software for performing search and replace

is software for converting your legacy tag

is software for installing new firmware releases

1-2



ME Transfer Utility

is software for moving a run-time machine-level application (.mer file) from the development computer to PanelView Plus 7, PanelView Plus 6, PanelView Plus, or PanelView Plus CE terminals.



Tag Import and Export Wizard

is software for importing or exporting the

FactoryTalk View tag database.

To start the tools

 From the Windows Start menu, select Programs > Rockwell Software >

FactoryTalk View > Tools, and then select the tool to start.

Diagnostics Viewer



Diagnostics Viewer

allows you to view FactoryTalk Diagnostics messages using the

FactoryTalk Diagnostics Viewer.

 From the Windows Start menu, select Programs > Rockwell Software >

FactoryTalk Tools > Diagnostics Viewer.

These tools are also available fr om the Tools menu in FactoryTalk View S tudio.

1 • Getting Started

FactoryTalk tools

FactoryTalk tools are installed when you install FactoryTalk Services Platform. They are available from the Windows Start menu.

To start FactoryTalk tools

 From the Windows Start menu, select Programs > Rockwell Software >

FactoryTalk Tools, and then select the tool to start.

FactoryTalk Activation Manager

FactoryTalk Activation Manager is automatically installed when you install FactoryTa lk View. It is available from the W indows Start menu.

To start FactoryTalk Activation Manager

 From the Windows Start menu, select Programs > Rockwell Software >

FactoryTalk Activation > FactoryTalk Activation Manager.

• • • • •

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

1-4

Explore FactoryTalk View Studio

This chapter describes:

 Start and exit FactoryTalk View Studio.  Open sample applications.  Explore the FactoryTalk View Studio main window.  Use the Explorer window.  Work with editors.  Enter information in spreadsheets.  Print information in editors.

For information about working with editors’ components, see Chapter 18 in the FactoryTalk View Machine Edition User’s Guide.

Start and exit FactoryTalk View Studio

FactoryTalk View Studio is configuration software for developing machine-level applications. This software runs on the Microsoft Windows Server 2012, Windows 8.1, Windows 8, W indows 7, Windows Server 2008, Windows V ista, Windows Server 2003, and Windows XP operating systems.

Start FactoryTalk View Studio

To start FactoryTalk View S tudio

 From the Windows Start menu, select Programs, and then click FactoryTalk View

Studio.

FactoryTalk View comes with several sample applications. We suggest you open the InstantFizz_ME sample application now to use while you try out the instructions in the remainder of this chapter. See the instructions on page 2-2.

Exit FactoryTalk View Studio

To exit FactoryTalk ViewStudio

 From the File menu, select Exit.

If there are any unsaved changes in open editors, FactoryTalk View Studio asks you whether to save the changes before exiting the program.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Open sample applications

The sample application is designed for screen resolution 800 x 600. When you first install FactoryTalk View, sample applications are accessible to all users.

For information about setting up users and granting them access to applications, see Chapter 11.

To open the InstantFizz_ME sample application

1. Start FactoryTalk View Studio.

2-2

2. In the Existing tab, select InstantFizz_ME.

3. Specify a language for the application, and then click Open.

FactoryTalk View Studio shows the sample application in the Explorer window.

Problems opening applications

If you have trouble opening an application in FactoryTalk View Studio, the problem could be a Microsoft Windows security setting. You must have read and write access to the folder that contains the HMI projects. For example, if you belong to the Windows user group called Power Users, and the group does not have write access to the HMI projects folder, you won’t be able to open applications in FactoryTalk View.

2 • Explore FactoryTalk View Studi o

The default location for the HMI projects folder is:

C:\Documents and Settings\All Users\Shared Documents\RSView Enterprise\ME (Windows XP, and Windows Server 2003)

Users\Public\Public Documents\RSViewEnterprise\ME

(Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, and Windows Vista)

For more information about security, see Chapter 11.

To set up write access for any Windows Security Group

1. Right-click the HMI projects folder, and then click Properties.

2. In the Security tab of the Properties dialog box, select a Windows Security Group (for example, Power Users) from the list of groups and user names.

3. In the Permissions box below the list, select Full Control, and then select Allow.

• • • • •

2-3

Title bar Menu bar

Toolbar

Explorer window

Diagnostics List

Status bar

Workspace

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Explore the FactoryTalk View Studio main window

The menu bar

The menu bar contains the menu items for the active window. Each editor has its own set of menus.

2-4

2 • Explore FactoryTalk View Studi o

Tooltip

The toolbar

The toolbar contains buttons for commonly used menu items so you can have quick access to the items without opening the menu. When you point to a button on the toolbar, the button name is shown in a tooltip and in the status bar.

All editors use the Standard toolbar. The Graphic Displays, Graphic Libraries, Runtime Security, and Tags editors have additional to olbars.

The Explorer window

The Explorer window has two tabs: the Application tab, and the Communications tab. The Application tab contains the editors for creating and editing your application. It also

contains the System folder for setting up FactoryTalk Security.

• • • • •

The Communications tab contains the communications tree for the development computer. For more information about using the communications tree, see Help for RSLinx Enterprise.

For more information about the Explorer window, see page 2-8. For information about setting up security, see Chapter 11.

The workspace

The workspace is the blank area of the FactoryTalk View Studio window. You can drag icons from the Explorer window to the workspace to open editors and components. For more information, see page 2-8.

The Diagnostics List

The Diagnostics List shows messages about system activities. You can specify the types of messages to show in the Diagnostics List, move the list, resize it, and clear the messages in it.

For information about testing graphic displays, see page 19-10.

Move the Diagnostics List

You can detach (undock) the Diagnostics List from the main window, and then move the list anywhere on the screen.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

To detach the

Diagnostics List, drag

the grab bars.

• • • • •

T o undock the Diagnostics List, drag the grab bars at the bottom left of the Diagnostics List. If you can’t see the grab bars, drag the top edge of the Diagnostics List to make it a bit larger.

T o prevent the Diagnostics List from docking automatically while you move it across the screen, hold down the Ctrl key on the keyboard while you move the Diagnostics List.

When the Diagnostics List is undocked, you can make it any size you want, for example to view more than one message at a time. To resize the bar, drag an edge or corner until the bar is the size you want.

To re-attach the Diagnostics List, double-click its title bar. To clear the selected message in the Diagnostics List, click Clear. To clear all the

messages in the Diagnostics List, click Clear All.

Messages in the Diagnostics List

The types of messages that appear in the Diagnostics List depend on how you set up FactoryTalk Diagnostics on the development system. For information about specifying the types of messages to show, see page 10-3.

2-6

The status bar

The status bar shows information about the active window or about the selected tool or menu item. The information that is shown depends on where the mouse pointer is. For example, when you select a graphic object in the Graphics editor, the status bar shows information about the selected object.

2 • Explore FactoryTalk View Studi o

Workbook tabs

If you select Workbook Mode from the View menu, the workspace shows tabs at the bottom for each open editor or component. Workbook Mode allows you to bring forward an open item more quickly than by using the Window menu.

• • • • •

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

The status bar, Explorer window, Diagnostics List, and Standard toolbar are visible. Workbook Mode is turned on.

• • • • •

Show and hide items in the main window

You can show or hide all the items in the main window (except the menu bar) by clicking the items on the View menu.

To hide or show the Explorer window

 On the View menu, click Explorer Window, or click the Explorer Window tool on the

toolbar.

Use the Explorer window

The Explorer window is the main tool for working with FactoryTalk View Studio. It lists the editors you use to develop your application, as well as the components, such as graphic displays, you’ve created.

2-8

Use the Explorer window to set up security for your application. You can use the window

to set up users and user groups, and to assign security access to FactoryTalk

Directory to the application, and to networks and devices. For information about setting up security, see Chapter 11.

An application consists of one or more data servers and an HMI project (also known as an HMI server). The data servers provide communications for the project. The project consists of graphic displays, alarm information, user information, and other settings.

This manual generally uses the term application to refer to both application-level and project-level procedures.

The top icon is FactoryTalk Directory. This application contains two servers.

1. The application’s HMI server contains editors for setting up your application and the components you create.

Click the - symbol to close a folder

Components are listed below the editor’s icon when you open the folder.

Click the + symbol to see the list of components for an editor.

This folder contains FactoryTalk Security policies and users

2. RSLinx Enterprise data server

• • • • •

2 • Explore FactoryTalk View Studi o

2-9

FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

View the Explorer window

You can view the Explorer window in a number of ways:

 As a docked window. When docked, the explorer is always on top of other windows

that it overlaps. You can dock the explorer to any edge of the main window.

 As a floating window. When floating, the explorer is always on top of other windows

that it overlaps, but you can move it to different locations in the main window.

 As a “child” window. When the explorer is in child mode, you can minimize the

explorer or position other windows in front of it. This mode is particularly useful when you are working in multiple editors or working with the Help open.

T o put the explorer in child mode, right-click the Explorer window title bar , and then click MDI Child.

Move and resize the Explorer window

You can move the Explorer window in a number of ways:

 Click the title bar and drag.  Right-click the title bar, then select a new docking location, floating, or child mode.

2-10

You can resize the Explorer window by dragging its edges.

Work with editors

When developing an application, you will use many different editors, but they have many similar features and often require similar information. Knowing how to use these features saves time.

For information on working with particular editors, see the chapters later in this guide.

Locate editors

The editors are grouped in folders in the Explorer window (see the illustration on page 2-9). Each editor is shown with an icon to the left of the editor name.

To open a folder in the Explorer window

 Click the + symbol to the left of the folder icon, or double-click the folder name.

2 • Explore FactoryTalk View Studi o

View an editor's components

With some editors you enter information in a single window or a tabbed dialog box. Other editors allow you to create multiple components, such as graphic displays or message files. Each component is stored in a separate file, with its own name.

You can create components in these editors:

 Graphics (components include graphic displays, global object displays, and graphic

libraries, each in their own folder)

 Alarms  Parameters  Local Messages  Information Messages  Data Log Models  Macros  RecipePlus

• • • • •

The Explorer window lists the components you create under the icon for the editor you used to create the component.

Use the Images editor to copy bitmap images into your application (but not to create new images). Each image you copy is listed as a component under the editor.

To view a list of components for an editor

 Click the + symbol to the left of the editor icon, or double-click the editor name.

For information about working with components, see Chapter 18 in the FactoryTalk View Machine Edition User’s Guide.

Open editors

To open an editor

Use the editors in FactoryTalk View Studio to create or modify application components. Editors are represented by icons in the Explorer window, or by items in menus.

T o open an editor, use one of these methods:

 Double-click on one of the components in an application (for example, a display).  Drag the editor’s icon from the Explorer to the workspace.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

This column is for display purposes only.

Enter information in this column.

• • • • •

 Right-click the editor’s icon, and then click New or Open.

If the editor can create multiple components, the shortcut menu contains New. If the editor can only open a single component, the menu contains Open.

 From the Tools menu, select the editor you want to open.

Close editors

To close an editor

 Click the close button on the editor’s title bar, or From the File menu, select Close.

Some editors have an OK, Cancel, or Close button that you can click to close the editor.

Enter information in spreadsheets

Some editors contain spreadsheets for entering information. You can enter information in the white columns. Gray columns show information; you cannot enter information in them.

2-12

2 • Explore FactoryTalk View Studi o

These editors contain spreadsheets:

 Tags  Runtime Security (formerly User Accounts)  Global Connections  Local Messages  Alarm Setup  Information Setup  Information Messages  Macros  RecipePlus Editor

In the Graphics editor, many of the Properties dialog boxes for setting up graphic objects contain spreadsheets for assigning tags or expressions to the objects.

To enter information in a cell in a spreadsheet

 Click the cell, and then type the information. If the cell already contains text, the new

information is added after the current text. In the Property Panel, double-click the cell and then type the information. If the cell

already contains text, double-clicking highlights the text and typing replaces the highlighted text.

• • • • •

Print

To move to the next cell in the row

 Press Tab or Enter.

The method to use depends on which editor you’re working in.

To move to the first cell in the next row

 Press Enter or Down Arrow.

The method to use depends on which editor you’re working in.

To delete a cell’s contents

 Click the cell, and then press Delete or Backspace. Pressing Backspace removes the

characters one by one. The method to use depends on which editor you’re working in.

To delete rows

 Select one or more rows, right-click the selection, and then click Delete Rows.

Each editor has a Print item on its File menu.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

To print an editor’s contents

1. Open the editor.

2. From the File menu, select Print.

3. Click OK.

Select a printer

You must install a printer before you can select it. For information about installing a printer, see your W indows documentation.

The Print Setup menu item in FactoryTalk View Studio applies to your development computer only.

To print at run time, set up a printer on the computer or PanelView Plus terminal you’ll be using to run your application. For more information about printing at run time, see page 2-15.

To select a printer

1. From the File menu in any editor or component, select Print Setup.

2-14

2. If you don’t want to use the default printer, specify another printer.

3. Choose the appropriate paper and orientation options.

4. Click OK.

2 • Explore FactoryTalk View Studi o

Select printer setup options

For detailed information about printer options, refer to your Windows documentation.

Select a network printer

FactoryTalk View Studio can print to a network printer. For detailed information about setting up network printers, refer to your Windows documentation.

Print at run time

Print graphic displays at run time using the display print button or using a remote display print. You can also send diagnostics and alarm messages to a printer at run time.

For information about See

Display print buttons page 19-31 Print graphic displays page 19-30 Print displays remotely page 8-5 Print alarm messages page 9-10 Print diagnostics messages page 10-8 Specify the printers to use at run time for

Windows Server 2012, Windows 8.1, Windows 8, Windows 7, W indows Server 2008, and Windows Vista applications

The type of printer to use with a PanelView Plus 7, PanelView Plus PanelView Plus CE terminal

6, PanelView Plus, or

page 15-10

page 16-1

• • • • •

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

2-16

Plan applications

A well-designed application requires planning. To help you plan, this chapter describes:

 Understand the machines and processes you’re automating.  Collect data.  Design an HMI tag database.  Plan graphic displays and navigating between them.  Plan languages.  Plan alarms.  Provide information for the operator.  Plan trends.  Plan recipes.  Design a secure system.

FactoryTalk View comes with several sample applications that can give you guidance when planning your application. For instructions on opening the sample applications, see page 2-2.

Understand the process

Gather information from a variety of sources so you have a complete and detailed understanding of the machines and processes you’re automating.

T o gather information:

 T alk to machine operators and other experts who are going to use the system. Find out

what information they need to optimize machine operations and processes.

 Talk to management and management information systems staff to find out what

information they need to support planning decisions.

 Break up each section of the process into its constituent parts.  Determine what type of communications you’ll be using—which network types, data

servers, and devices.

 Determine which process variables you need to have access to and identify their

locations in the programmable controllers.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

Collect data

When planning data collection, design your system so only essential data is collected. Limiting data collection is important because collection activities require substantial processing power and generate a lot of traffic on the network.

Keep data collection requirements in mind when designing the layout of the programmable controller data tables and the HMI tag database. Ideally, tag addresses reference contiguous blocks of programmable controller data tables to reduce highway traffic and optimize system response. If you’re going to use data from an OPC server, read the server documentation to find out how to optimize traffic.

Design an HMI tag database

Take the time to plan your HMI tag database. A good design helps reduce the time required for maintenance and can improve programmable controller-to-FactoryTalk View response time.

For information about creating HMI tags, see Chapter 7. If you are going to use direct referencing for all your tags, you don’t need to create HMI

tags in FactoryTalk View.

Data Server tags usually update faster than HMI tags. T o obtain the best system performance for your application, use Data Server tags where possible.

3-2

For information about creating Data Servers to data server tags, see Chapter 6.

Collect informatio n

Before you begin creating the tag database, collect:

 Flowcharts of your processes (or process and instrument diagrams).  A list of programmable controller data table or register addresses your application will

have access to.

 Machinery systems documentation.  Alarm requirements (for more information, see page 3-6).

Organize tags

Before creating tags:

 Develop naming conventions for tags, choosing names that are familiar and logical to

everyone. This makes troubleshooting easier.

 Group related tags.

Group tags in the way that makes the most sense for your application. For example, group all similar devices or group related areas of the plant floor.

When creating tags, place related tags into folders. For greater organization, nest folders.

Plan graphic displays

When planning displays, determine the best way for users to navigate through your displays and develop a template to establish a common look and feel for your displays.

Also consider factors about the run-time terminal that affect how the application is shown and used, such as:

 Screen size.  The maximum number of displays supported at run time.

 If the applications runs on a personal computer, the maximum number of displays

is based on the type of activation used.

 If the application runs on PanelView Plus, the maximum number of displays is

based on the amount of memory used by the application. Applications run on a PanelView Plus can contain as many displays as can fit in the memory of the PanelView Plus terminal.

• • • • •

3 • Plan applications

 If the application runs on PanelView Plus Compact, for the maximum number of

displays available when the application is running on a PanelView Plus Compact terminal, see page 4-5.

 Whether the operator will be using a keyboard, touch screen, mouse, or combination

of navigation and data entry methods.

For information about creating graphic displays, see Chapter 19.

Develope a hierarchy of displays

A hierarchy of displays is a series of graphic displays that provide progressively more detail as users move through them. Design your display hierarchy to meet the needs of the various users, including managers, supervisors, and operators.

Well-organized graphic displays present information clearly and consistently and guide users through the system. Before designing individual graphic displays, plan an overall display hierarchy and plan how users will navigate through the hierarchy.

For information about navigation methods and developing a hierarchy of displays, see Chapter 8.

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• • • • •

Create a template to ensure consistency

It is possible to keep a consistent appearance among all the displays in an application by presenting the same pieces of information in the same place on each graphic display. To ensure uniformity, develop a display with common elements that acts as a template. Each time you develop a new display, start with a duplicate of the template.

For example, the template could contain:

 Your company logo.  A title.  The date and time.  Navigational buttons.

Use global object displays to create template objects. You can copy the objects into your graphic displays, and update all the objects at once by updating the original object in the global object display. For information about creating global object displays, see page 25-11.

Design displays

When designing displays, applying good visual design principles helps users and increases their efficiency. Remember these important design principles:

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Consistency

 Be consistent with your use of symbols and color.  Be consistent with button labels and button placement.

When you design several displays, place the same kinds of buttons in the same positions. For example, if you have a Start button in a certain position in one display, don’t put a Stop button in the same position in the next display.

Clarity

 Use symbols that are easily recognizable. For example, use the conventional ISA

symbols for tanks and valves.

 Don’t overload the screen with information.  Use standard, clear terminology, and avoid abbreviations or acronyms that the user

might not understand.

 Use colors with recognizable meanings. For example, in North America the colors red

and green usually mean stop and start. Keep color meanings consistent by assigning red only to Stop buttons, and green only to Start buttons.

3 • Plan applications

Some people are color blind to red and green so don’t rely on color alone to establish meaning.

 Use high contrast color combinations, such as yellow on blue.

Display Types

 On Top display type is used to position the display in front of any other display that is

already open at run-time.

 Replace display type is used to have the display close any open displays on the screen

at run-time. Replace displays do not close displays of the type On Top that have the Cannot Be Replaced option selected. Only one Replace display can be open at a time.

Usability

 If you’re designing for a touch screen, don’t place important buttons where they’ll be

blocked by an On Top display. The user can’t press a covered button. Also, ensure the button is large enough for users to touch easily.

 Ensure there is always a clear way to move between displays.  Keep the intended user in mind and design displays so they are easy to understand and

use. Ask the users to test the displays.

• • • • •

Plan languages

Before setting up languages, plan:

 Which languages you need to use.  Which Windows fonts support these languages.

 For applications running on a personal computer which Windows fonts support

these languages.

 For applications running on a PanelView Plus terminal which languages the fonts

resident on the terminal support.

 How different languages will affect design elements in your graphic displays, such as

object size and message length.

 Whether operators need to switch languages at run time, and if so, under what

conditions. This will help you determine where to locate Language Switch buttons in your application.

 How to show operators which button to press to switch to their languages. For

example, by using a text label in French, or a French flag, to alert a French operator.

For information about setting up language switching, see Chapter 12.

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• • • • •

Plan alarms

Before setting up alarms, plan:

 What conditions will trigger alarms.  How operators will be notified of alarms.  What information you want alarm messages to contain.  How operators will respond to alarms.  The maximum number of alarm messages supported at run time. See page 4-5 for

alarm restrictions on PanelView Plus Compact terminals as well as Windows, PanelView Plus and PanelViewPlus 6.

For information about setting up alarms, see Chapter 9.

Provide information for the operator

In addition to notifying the operator of alarm conditions, you can provide information and instructions about plant processes, and inform the operator about system activities.

Before setting up information notification, plan:

 What system activity the operator needs to be informed about.  What conditions will trigger information messages.

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 What information you want the messages to contain.

Local and information messages

Use local messages to give the operator information in a specific graphic display while the display is open. Use information messages to give the operator information no matter which display is open.

For information about setting up local messages, see page 19-26. For information about setting up information messages, see Chapter 27.

Diagnostics messages

Set up diagnostics messages to notify the operator of system activity such as tag reads and writes, running macros, communication problems, or problems opening displays.

For information about setting up diagnostics messages, see Chapter 10.

Plan trends

When planning trends, consider how they will be used. For example, will the trend be used to:

 Analyze process trends?  Monitor production efficiency?  Archive process variables to ensure compliance with government regulations?

Based on such considerations, you can determine:

 Which tags need to be plotted on the same trend.  Which tags need to be logged by using a data log model.

For information about setting up data logging, see Chapter 26. For information about creating trend graphic objects, see Chapter 28.

Plan recipes

When planning recipes, consider how they will be used. For example, will recipes be used to:

 Compare tag values to pre-set data values?  Upload tag values to existing or new data sets?  Download values from data sets to tags?

• • • • •

3 • Plan applications

 Archive tag values to ensure compliance with government regulations?

Based on such considerations, you can determine:

 Which tag sets and data sets to pair together in a recipe file.  Which RecipePlus button actions to use with the RecipePlus selector and RecipePlus

table.

For information about using recipes and creating RecipePlus graphic objects, see Chapter 29.

Design a secure system

When deciding on your security requirements, consider whether to:

 Restrict access to every graphic display to prevent accidental changes.  Restrict access to certain graphic displays.  Have everyone log on.  Use passwords, and if so, whether to have a minimum length, and whether to require

that the passwords are changed periodically.

 Allow only authorized users to shut down the application.

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 Use the DeskLock tool on Windows platforms to prevent users from switching to

another application at run time (for applications that will run on personal computers). You can use this tool to set up a customized desktop and to prevent access to Windows

functions.

Based on these considerations, you can set up security for individual users or groups of users. For example, you might want to set up groups of users such as a manager group and an operator group.

For more information about setting up security, see Chapter 11.

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Work with applications

This chapter describes:

 Application files.  Create, import, open, and close applications.  Rename, copy, delete, back up, and restore applications.  Specify project settings.  View application properties.  View HMI server properties.

What is an application?

An application is the software application you create in FactoryTalk V iew Studio to monitor and control your plant processes. An application consists of one or more data servers and an HMI project (also known as an HMI server). The data servers provide communications for the project. The project or HMI server consists of graphic displays, alarm information, user information, and other settings.

For information about viewing the application properties, see page 4-18. For information about viewing the HMI server properties, see page 4-18.

Application versus project

This manual generally uses the term application to refer to both application-level and project-level procedures. An exception is the section on using the Project Settings editor, which begins on page 4-11. In that section, the term project is used.

When you create an application, FactoryTalk View creates folders and files in various locations on the development computer. Some of the folders are empty until you start setting up your application. When you finish developing the application, FactoryTalk View uses the information in the various folders and files to create the run-time application.

HMI project file

The HMI project file has the extension .med. The HMI project file is located in this directory:

C:\Documents and Settings\All Users\Shared Documents\RSView Enterprise\ME\HMI projects (Windows XP, and Windows Server 2003 R2)

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• • • • •

C:\Users\Public\Public Documents\RSView Enterprise\ME\HMI projects (Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, and Windows Vista)

Run-time application file

The run-time application consists of a file with the extension .mer. For information about creating the run-time application, see Chapter 14.

Component files

Component files are located in folders in the HMI project folder, as described in the following table. For example, graphic display component files (with the extension .gfx) are stored in the Gfx folder. You might need to navigate to the location of these files, for example if you are adding a component from one application into another application.

This folder Contains File extensions

Application name HMI project file and the folders described below .med DLG Data log models (component files) .mdf Gfx Graphic display component files .gfx Global Objects Global object display component files .ggfx Images Image files .bmp, .png, or .jpg Information Information message component files .ifm Local Local message component files .loc Macros Macro component files .mcr PAR Parameter component files .par RecipePlus RecipePlus component files .rpp

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External folders

The following table lists some FactoryTalk View folders that are external to the HMI project folder, and the types of files they contain.

The folders are located in this directory:

C:\Documents and Settings\All Users\Shared Documents\RSView Enterprise (Windows XP, and Windows Server 2003 R2)

4 • Work with applications

C:\Users\Public\PublicDocuments\RSView Enterprise

(Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, and Windows Vista)

This folder Contains File extensions

Images Image files for use on graphic objects .bmp ME\Archives ME archive application files .apa ME\Libraries Graphic library component files and image files

used in the library displays

ME\Logs\Runtime Application Name\ Dlglog\Data Log Model

Name ME\Logs\Runtime

Application Name\

M_Alarms ME\Runtime Run-time application files .mer ME\HMI projects Sample application folders, including all files

ME\Faceplates Graphic displays and global object displays for

Data log files for applications that have run on the development computer

Alarm log file for applications that have run on the development computer

and folders needed for the sample

Logix5000 faceplates

.gfx .bmp

.log .tag

.alm

.gfx .ggfx .bmp

• • • • •

If desired, you can specify a different directory in which to store graphic library component files. For more information, see page 19-19.

Default log file locations for Pane lV iew Plus 7, PanelView Plus 6, PanelView Plus, or PanelView Plus CE applications

On the PanelView Plus 7 or PanelView Plus 6 terminal, alarm and data log folders are located by default in this directory:

\Windows\Logs

On the PanelView Plus or PanelView Plus CE terminal, the located by default in this directory

\Storage Card\Rockwell Software\RSViewME\Logs

alarm and data log folders are

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• • • • •

Data log file locations

You can also store data log files in a different location on the run-time computer, on a networked computer, or on a PC card. For more information, see Chapter 26.

Naming files

File names, including the path, can be up to 200 characters long (file names can contain spaces). For example, the following path and file name contains 119 characters:

C:\Documents and Settings\All Users\Documents\RSView Enterprise\ME\HMI projects\Malthouse Clgx 640x480\Gfx\Steeping.gfx

Creat, import, open, and close applications

Creat applications

You can create a new application when you start FactoryTalk View Studio, or once FactoryTalk View Studio is already open.

To create a new application when you start FactoryT alk View Studio

1. Start FactoryTalk View Studio.

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4 • Work with applications

New Application

2. In the New tab, in the Application name box, type a name for your application, up to

32 characters long.

3. If desired, type a description of the application. If you don’t type a description now,

you can add one later, as described on page 4-18 .

4. Specify a language for the application. For information about using different

languages, see Chapter 12.

5. Click Create.

FactoryTalk View Studio creates the application’s folders and files, and then shows the new application in the Explorer window.

The application is created in the ME\HMI projects directory, in a folder with the same name as the application name.

This is the path to the ME\HMI projects directory:

C:\Documents and Settings\All Users\Shared Documents\RSView Enterprise\ME\HMI projects

(Windows XP, and Windows Server 2003 R2) or

• • • • •

C:\Users\Public\Public Documents\RSView Enterprise\ME\HMI projects (Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, and Windows Vista)

Once you create the application the system automatically creates a display called “MAIN” and sets the Projects Settings, startup Graphic to “Main”.. These settings determine the general appearance of your run-time application, and affect how your graphic displays look. For more information, see page 4-17.

To create a new application when FactoryTalk View Studio is already open

1. From the File menu, select New Application, or click the New Application tool.

If an application is already open, FactoryTalk View Studio asks you whether to close the application that is currently open. Click Yes.

2. Follow steps 2 through 5 in the previous procedure.

Import applications

You can import PanelBuilder, PanelBuilder32, PanelBuilder 1400e, and FactoryTalk View Machine Edition applications into FactoryTalk View Studio.

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• • • • •

PanelBuilder and PanelBuilder32 files can be in either development format (*.pba) or runtime terminal format (*.pva). PanelBuilder 1400e files have the file extension *.pvc.

When you import older application files, FactoryTalk View creates a copy of the application for the current version of FactoryTalk View. The older version is not altered.

You can use current version application files to create previous version run-time files. For more information, see page 4-9.

If the application you are importing contains any direct driver nodes, the import wizard will create one RSLinx topic for each direct driver node it finds. All topics are then converted into device shortcuts, to run with RSLinx Enterprise. You must have both RSLinx Classic and RSLinx Enterprise installed to make this two-step conversion.

To create RSLinx topics after import, follow these steps in RSLinx before importing the application.

To validate direct driver nodes in RSLinx

1. Create the appropriate RSLinx Classic drivers if not already created (for example,

AB_ETH-1). For more information about creating RSLinx Classic drivers, see the RSLinx Classic

Help.

2. If it is an Ethernet driver (AB_ETH-1), add the IP address of each direct driver node to

the Ethernet driver setup.

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3. Start RSWho and select each device associated with each direct driver node (for

example, 131.200.13.128). If these steps are not followed in this order, the topics generated by the import code

will be invalid and will need to be fixed using the Topic Editor in RSLinx.

To import an application

1. Start FactoryTalk View Studio

2. In the New tab, in the Application name box, type a name for the imported

application, up to 32 characters long.

3. If desired, type a description of the application. If you don’t type a description now,

you can add one later, as described on page 4-18 .

4. Specify a language for the application. For information about using multiple

languages, see Chapter 12.

5. Click Import. The Machine Edition Import Wizard opens.

6. Follow the directions in the Machine Edition Import Wizard.

4 • Work with applications

For more information about importing PanelBuilder 1400e applications, see Appendix A. For more information about importing PanelBuilder and PanelBuilder32 applications, see Appendix B.

Open applications

You can open an application when you start FactoryTalk View Studio, or once FactoryTalk View Studio is already open.

Older RSView Machine Edition application files are converted to the current version of FactoryTalk View when you open them. However, you can still use the current version of FactoryTalk View Studio to create older version run-time files. For information about the features supported in different versions of FactoryTalk View, see Appendix G.

For information about opening a sample application, see page 2-2.

To open an existing application when you start FactoryTalk View Studio

1. Start FactoryTalk View Studio.

• • • • •

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Open Application

• • • • •

2. In the Existing tab, select the application to open.

When you select an application from the Existing tab, the resolution and version that was last used to open the application is shown.

3. Specify a language for the application, and then click Open. For information about

using different languages, see Chapter 12.

4. If this is the first time you are opening an application that was created in an earlier

version of the software, you may be prompted to select a default language. Select a language, and then click OK. For information about the default language, see page 12-2.

FactoryTalk View Studio shows the application in the Explorer window.

To open an existing application when FactoryTalk V iew S tudio is already open

1. From the File menu, select Open Application, or click the Open Application tool.

If an application is already open, FactoryTalk View Studio asks you whether to close the application that is currently open. Click Yes.

2. Follow steps 2 through 4 in the previous procedure.

To open an application you used recently

1. From the File menu, select Recent Applications, and then click the name of the

application to open.

2. If an application is already open, FactoryTalk View Studio asks you whether to close

the application that is currently open. Click Yes. The application opens. For applications with multiple languages, the language you

used most recently opens. For information about using different languages, see Chapter 12.

Problems opening applications

The default location for the HMI projects folder is:

C:\Documents and Settings\All Users\Shared Documents\RSView Enterprise\ME (Windows XP and Windows Server 2003)

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4 • Work with applications

or C:\Users\Public\Public Documents\RSView Enterprise\ME

(Windows Server 2012, Windows 8.1, Windows 8, Windows 7, Windows Server 2008, and Windows Vista)

For more information about security, see Chapter 11.

To set up write access for any Windows Security Group

1. Right-click the HMI projects folder, and then select Properties.

2. In the Security tab of the Properties dialog box, select a Windows Security Group

(for example, Power Users) from the list of groups and user names.

3. In the Permissions box below the list, select Full Control, and then select Allow.

Open multip l e applications

To open two applications at the same time, for example to copy images and graphic objects between applications, start two instances of FactoryTalk View Studio.

To view a graphic display in different languages at the same time, open the application multiple times, selecting a different language each time you open it.

• • • • •

Open and edit applications from earlier versions of RSView or FactoryTalk View ME

You can open and edit applications from RSView 3.10, 3.20, and FactoryTalk View 4.0,

5.0, 6.0, 6.10, and 7.0. When you are finished editing, you can create runtime application files for ME Station version 3.10, 3.20, 4.0,5.0, 5.10, 6.0, 6.10, and 7.0. This allows you to continue running your applications on existing terminals, without upgrading all your software.

The application is converted to the current version of FactoryTalk View when you import it, but when you create the run-time application file you can save it back to the earlier version.

If the application uses a feature that is not supported by the run-time version, you will not be able to create the run-time application file. The exceptions are multiple languages, and global objects. When you create the run-time application file, it uses the application’s current language. You can create as many different run-time application files, in as many different languages, as you want. However, the language switch feature is not available at run time for version 3.10, and 3.20 applications. Global objects are converted to regular objects in the run-time application file for versions 3.10, and 3.20.

For information about importing applications, see page 4-5. For information about the features supported in different versions of FactoryTalk View and RSView, see

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Close button

• • • • •

Appendix G. For information about using multiple languages, see Chapter 12. For information about using global objects, see Chapter 19.

Close applications

To close an application

 From the File menu, select Close Application.

If there are any unsaved changes in open editors, FactoryTalk View Studio asks you whether to save the changes before closing the application.

To close an application and exit FactoryTalk View S tudio at the same time

 Click the Close button at the right end of the FactoryTalk View Studio title bar.

If there are any unsaved changes in open editors, FactoryTalk View Studio asks you whether to save the changes before closing.

Rename, copy, delete, back up, and restore applications

Use the Application Manager tool to:

 Rename applications.  Copy applications.  Delete applications.  Create a compressed backup copy of an application, with the file extension .apa.  Restore an application from the backup file, with the file extension .apa.  Restore a legacy project backup file (with the file extension .mea) from an earlier

release of FactoryTalk View Studio, and convert it to the current version.

 Restore a run-time application file, with the file extension .mer, to a development

application, with the file extension .med. For more information, see page 14-6.

T o start the Application Manager tool, do one of the following

 In FactoryTalk View Studio, from the Tools menu, select Application Manager.  From the Windows Start menu, select Programs > Rockwell Software >

FactoryTalk View > Tools > Application Manager.

For details about using the tool, see the Application Manager’s Help.

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About project settings

Project window size (640 x 480 pixels)

Screen resolution (1024 x 728 pixels)

Project settings determine the general appearance of your run-time application, such as the size and position of the project window and whether a title bar appears in the project window. You can also change the setting for running Compact Machine Edition applications, and enable automatic logout of the current user.

Since project settings affect how your graphic displays look, specify the settings before creating graphic displays.

Project window size and run-time screen resolution

This section describes the difference between project window size and run-time screen resolution, and describes how these two settings can affect the behavior of your application at run time.

The project window size is the amount of room your application occupies on the run-time terminal or computer screen, in pixels. The run-time screen resolution is the actual size of the run-time terminal or computer screen, in pixels. Therefore, the project window size must be less than or equal to the run-time screen resolution.

• • • • •

4 • Work with applications

Usually, an application is designed to completely fill the run-time terminal or computer screen. If you want your application to do this, set the project window size to the

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• • • • •

resolution of the screen in pixels. For information on setting the project window size, see page 4-17.

Screen resolution for PanelView Plus 7, PanelView Plus 6, PanelView Plus, and PanelView Plus CE terminals

If you are going to run your application on a PanelView Plus 7, PanelView Plus 6, PanelView Plus, or PanelView Plus CE terminal, select one of these project window sizes:

For this terminal or monitor Select this project window size

PanelView Plus - 400 or 600 PanelView Plus Compact - 400 or 600 PanelView Plus 6 - 400 or 600 PanelView Plus Compact 6 - 400 or 600

PanelView Plus 7 4” Wide 480x272 PanelView Plus - 700 or 1000

PanelView Plus CE - 700H or 1000H PanelView Plus 6 -700 or 1000 PanelView Plus Compact - 1000 PanelView Plus 7 6” or 7”

PanelView Plus 7 9” Wide 800x480 PanelView Plus - 1250

PanelView Plus CE - 1250H PanelView Plus CE - 1200P, 1200M, or 1200W PanelView Plus 6 - 1250

PanelView Plus 7 10” PanelView Plus - 1500

PanelView Plus CE - 1500H PanelView Plus CE - 1500P, 1500M, or 1500W PanelView Plus 6 - 1500 PanelView Plus 7 15”

PanelView Plus 7 12” Wide 1280x800 PanelView Plus CE - 1700M

PanelView Plus 7 19”

320x240

640x480

800x600

1024x768

1280x1024

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4 • Work with applications

For this terminal or monitor Select this project window size

PanelView Plus CE - 2000M 1600x1200 (Custom size)

If you are creating an application for a PanelView Plus 7, PanelV iew Plus 6, or PanelView Plus 400 or 600 terminal:

 Resize the default message displays so that the entire message is visible.  Reposition the [ALARM] display from the default position (0, 0), as this position is

below the viewing area of the terminals.

Change the project window size after creating graphic displays

The project window size is used for all graphic displays of the Replace type. If you change the window size after you have already created graphic displays, you have the option of scaling graphic displays.

If you choose to scale graphic displays, all Replace and On Top displays are resized and the objects in them are scaled to fit the new size. You can also specify whether to scale the font size and border size of the graphic objects, and the size of graphic images in the Images folder.

• • • • •

If you choose not to scale displays when you change the project window size, Replace displays are resized, but any objects in the displays remain the same size and in the same position as before. On Top displays are not resized.

For more information about Replace and On Top displays, see page 19-12. For more information about scaling displays, see Help.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

FactoryTalk View sizes the pop-up window to occupy the center of the screen.

• • • • •

How the run-time screen resolution affects the pop-up windows

FactoryTalk View comes with a pop-up Login window, as well as numeric and string popup windows for run-time data entry, and a Change Password window for changing user passwords at run time.

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How the project window size affects the default message displays

Your application comes with preconfigured, default graphic displays for diagnostics, alarm, and information messages. If the project window size is smaller than the default displays, the edges of the displays are cut off at run time.

These are the sizes of the default displays:

Graphic Display Width in pixels Height in pixels

[DIAGNOSTICS] 640 160 [ALARM] 640 210 [INFORMATION] 640 80

If your project window size is smaller than the default message display sizes, you can resize the default displays, or use your own displays instead.

4 • Work with applications

Control box

Title

Graphic display name

Minimize button

Close button

Compact Machine Edition application

Applications intended for PanelView Plus Compact terminals have certain restrictions, such as the number of displays and alarm messages supported.

Whether an application will be developed as a Compact Machine Edition application is specified when the application is first created. You can change that choice here at any time.

Title bar

If you select this option, a title bar is used for all Replace graphic displays. For information about graphic display types, see page 19-12.

If desired, you can also use a Control box, Minimize button, and Close button on the title bar. The Close button appears only if you select the Control box in the Project Settings editor.

• • • • •

If you plan to set up security for your application and want to prevent unauthorized users from stopping the application, do not use a title bar.

For information about setting up security, see Chapter 11.

Change the Title bar or Border setting

If you change the Title bar or Border setting, you have the option of scaling graphic displays to accommodate the new display size. For details, see Help.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

The title you specify in the Project Settings editor applies to all replace displays.

You can specify a different title for each On Top display (using the Display Settings dialog box in the Graphics editor).

• • • • •

Title bar for On Top displays

For On Top displays, you can specify a different name to use in the title bar. Use the Display Settings dialog box to specify the name (for details, see Help).

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Enable auto logout

Use the Project Settings Runtime tab to log the current user out automatically if the terminal is inactive for a specified period of time. You can set up the terminal to open a particular graphic display after the automatic logout, and you can apply a parameter file or parameter list to the display you select.

If no display is selected, whatever display was open at logout will remain open.

Note that this auto-logout feature that returns to a specific display applies to ALL user accounts including the DEFAULT user account.

Specify project settings

T o specify project settings, use the Project Settings editor. For details about selecting options in the editor, see Help.

• • • • •

4 • Work with applications

You can change an application to PanelViewPlus Compact by selecting it in the Project window size list.

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FACTORYTALK VIEW MACHINE EDITION USER’S GUIDE

• • • • •

View application properties

You can view this information about your application:

 Application name  Application description, if any

T o view application properties

 From the Application menu, select Application Properties.

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View HMI server properties

You can use the Explorer window to view this information about your project or HMI server:

 Application name  Application description, if any  Location of the project file  Number of graphic displays in the application  Maximum number of displays you’re licensed to use

4 • Work with applications

To view HMI server properties

 In the Explorer window, right-click the HMI server name, and then select Properties.

• • • • •

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• • • • •

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Set up communications

This chapter describes:

 Data servers.  OPC (Open, Productive, Collaborative) communications.  Creating data servers and setting up communications.

About data servers

Data servers provide access to devices, on the network, making it possible to browse, read, and write values fromFactoryTalk View applications.

FactoryTalk View ME supports the following types of data servers:



Rockwell Automation Device Servers

RSLinx Enterprise is the recommended data server for all Rockwell Automation devices and networks. RSLinx Enterprise does not require activation or licensing and can be installed as often as needed in any application.



OPC Data Servers

v2.05a. The OPC Foundation is a non-profit organization that provides standards and technology that enables software from different vendors to work together. The following OPC Data Access v2.05a servers are available with FactoryTalk View ME.

 KepServer Enterprise is used to communicate with non-Rockwell Automation

devices like Siemens or Modicon controllers. KepServer Enterprise does not require activation or licensing for FactoryTalk View ME.

are any data server that supports the OPC-DataAccess Standard

 RSLinx Classic can only be used with FactoryTalk View ME Station and should

only be considered in the following situations:

 CIP to non-CIP routing is required to reach the device.  Unsolicited messages are used to send data from controllers.  Alias topics (multiple paths to the same device) are required.

About OPC communications

FactoryTalk View ME supports OPC communication on the PanelView Plus family of terminals for use with only KEPServer Enterprise. Any OPC Data Access v2.05a compliant server is supported by FactoryTalk View ME Station running on personal

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• • • • •

computers. RSLinx Classic and KEPServer Enterprise are OPC DA V2.05a compliant OPC servers.

Create data servers

An RSLinx Enterprise data server is created automatically with a new application. It is located under the application’s HMI server in the Explorer window, just above the FactoryTalk System folder.

You can create additional OPC data servers for your application. For example, you might want to use an RSLinx Enterprise data server and a KEPServer Enterprise data server to communicate with a third party device.

Set up RSLinx Enterprise data servers

You can use the Communication Setup editor to add drivers, add devices, set up driver and device properties, and set up device shortcuts.

To set up communications in RSLinx Enterprise

1. In the Explorer window, open the RSLinx Enterprise data server.

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2. Double-click the Communication Setup editor.

3. In a new application, the RSLinx Enterprise Configuration Wizard opens. Follow the

instructions to create a new configuration or use an existing device configuration. Once you make a choice and click Finish, the Communication Setup editor opens.

In an existing application, double-clicking Communication Setup opens the Communication Setup editor, with its two tabs.

The Design (Local) tab is for establishing the location of the tags/addresses for editing. The tags/addresses can be online with a controller or other data server, or an offline controller file. This will enable the Tag Browser to find the tags/addresses.

5 • Set up communications

The Runtime (Target) tab is for identifying the connection from the run-time computer or terminal to the controller or other data server. If the paths are the same, use the Copy button to copy the Design configuration to the Runtime tab.

For more information, see Help for RSLinx Enterprise.

Set up an OPC data server

Use a KEPServer Enterprise data server if you need to connect third party devices. Use RSLinx Classic data server if you have one of the situations described above and you

are using a personal computer in your application. If you need to view or use tag names when you are not connected to a device, you can

setup a cache that will read in tag names from the device and enable them to be used when the device is offline.

To create an OPC data server

 In the Explorer window, right-click the application, select Add New Server, and then

click OPC Data Server.

• • • • •

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• • • • •

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For details about selecting options in the OPC Data Server Properties dialog box, see FactoryTalk View Machine Edition Help.

Update data server caches

If tags are added, modified, or deleted on the data server, you must update (synchronize) the cache manually.

For information about updating the data server cache periodically after you create it, see FactoryTalk View Machine Edition Help.

For information about editing and removing data servers, see FactoryTalk View Machine Edition Help.

Summary of steps

T o set up communications, follow these steps:

5 • Set up communications

1. Gather information about your network, and the devices that are connected to it. You

will need this information to set up RSLinx Enterprise, KEPServer Enterprise, RSLinx Classic, or another OPC server. Do one of the following:

 If you want to use KEPServer Enterprise as the OPC server that enables

communications on your network, set up KEPServer Enterprise on the development computer. For details, see KEPServer Enterprise Help.

 If you want to use RSLinx Classic as the OPC server that enables communications

on your network, set up RSLinx Classic on the development computer. RSLinx Classic is included on the FactoryTalk View installation DVD. For details, see Getting Results with RSLinx, or see Help for RSLinx. Note: RSLinx Classic is available for FactoryTalk View ME Station on personal computers only.

 If you want to use an OPC server other than RSLinx Classic for communications

on your network, set up the OPC server on the development computer. For details, see the documentation supplied with your OPC server.

2. In FactoryTalk View Studio, create a data server that points to the OPC server you

have installed . For details, see page 5

• • • • •

KEPServer Enterprise is the only OPC Server supported on PanelView Plus terminals.

If you are using RSLinx Enterprise for communications, you don’t need to create a data server because it is created automatically when you create your FactoryTalk Machine Edition application.

3. If you want to use HMI tags in your application, open the Tags editor , and then create

device tags that point to addresses in devices. For details about creating HMI tags, see Chapter 7. If you do not want to use HMI tags, but instead want to reference addresses in devices directly, skip this step. Best practice is to use direct reference tags.

4. In objects in graphic displays, or anywhere else you want access to values in tags, type

the tag name using the syntax for your OPC server, or use the Tag Browser to select tags. For details about using tags, see Chapter 6.

5. Create the run-time application file. For details, see Chapter 14.

All the necessary tag information is compiled with the run-time application file.

6. If you are using an OPC server other than RSLinx Enterprise or RSLinx Classic,

install the OPC server software on the run-time computer.

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For applications that will run on a personal computer, the OPC server can be on a different (remote) computer than the run-time computer, but the remote computer must be on the same network as the run-time computer.

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Work with tags

This chapter provides general information about working with all kinds of tags. This chapter describes:

 Types of tags.  When to use data server tags.  Steps for using data server tags.  When to use HMI tags.  Steps for using HMI tags.  Browse for tags and offline tags.  Use the Tag Browser.  Use tags and expressions in your application.  Log tag values.  Use macros to assign values to tags.

For information about creating HMI tags, see Chapter 7.

Types of tags

A tag is a logical name for a variable in a device or in local memory (RAM). For example, a tag can represent a process variable in a programmable controller.

Data server tags

FactoryTalk View conforms to the OPC DA (Data Access) 2.05a specification for information exchange among automation or control applications, field systems or devices, and business or office applications.

In FactoryTalk View, data servers such as RSLinx Enterprise, RSLinx Classic, and KEPServer Enterprise provide access to OPC-DA-compliant tags. In the FactoryTalk View documentation, the tags you use through a data server are called data server tags. For more information about data servers, see Chapter 5.

Data server tags include tags found in Logix5000 processors and tags from other OPCcompliant devices. You use data server tags by providing a direct reference to the tag’s location, wherever you want your application to use the data.

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HMI tags

In addition to direct referencing tags from data servers, FactoryTalk View allows you to create tags with additional properties such as minimum and maximum values, scale, and offset. These tags can reference values at an external data source, or store values in the run-time computer’s memory. Tags you create in FactoryTalk View are called HMI tags.

The data source

The FactoryTalk View documentation uses the term data source as a generic term that includes all possible sources of tag data, for both data server tags and HMI tags. The data source can be memory or a device such as a programmable controller or an OPC server. FactoryTalk View writes values to and reads values from the data source. The data source is set up to exchange information (in the form of numeric or string values) between the FactoryTalk View value table and the machine that your application is controlling.

Basic steps for using tags

T o use tags, follow these basic steps:

1. If the tag does not already exist, create the tag.

T o use a data server tag, you can use an existing tag in the processor (for example, a programmable controller), or you can create a new one in the processor or OPC server. For example, in a Logix5000 processor, you could create the tag using your RSLogix 5000, or Logix Designer programming software.

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T o use an HMI tag, you must first create it in the Tags editor. For details, see Chapter 7.

2. Browse for, or type, the name of the tag anywhere you want to connect an object to

data at run time. For example, to make a push button change a tag value when it is pressed, connect the

push button to a tag by typing the tag name in the Connections tab of the push button’s Properties dialog box.

Browse for tags

If you don’t know the names of tags, you can browse for them. You can browse while online and connected to a device, or you can browse for tags from an offline file, for example a Logix5000 program file.

T o browse for tags, use the Tag Browser. For details, see page 6-5.

Use tag names that don’t exist

You can type the name of a tag that doesn’t yet exist. If you do this, ensure that you spell every instance of the tag name consistently, and that when you do create the tag, you spell it the same way you did when you referred to it.

When to use data server tags

For some of the things you want to do in your application, you might not need to create HMI tags. Use direct references to tags located in devices instead, for example, tags located in an OPC server’s database.

Eliminate du plication

Using data server tags allows you to add, modify, or delete tags in a device without having to duplicate the changes in the FactoryTalk View HMI tag database.

Use complex data

Some devices, for example Logix5000 processors, support complex data types such as arrays and structures. Your controller might have structures that contain hundreds of member elements.

• • • • •

6 • Work with tags

Referencing tag values directly eliminates the need for creating an HMI tag for each member.

Direct reference tags usually update faster than HMI tags. To obtain the best system performance for your application, use direct reference tags where possible.

Steps for using data server tags

To use data server tags, complete three basic steps:

1. Create the tag in the OPC server or processor, or use an existing tag in the processor.

The server must understand the syntax of the device it is connected to. You need only create a tag if you want to browse the server.

Examples of OPC servers include RSLinx Enterprise, RSLinx Classic, and KEPServer Enterprise. For information about creating tags in OPC servers that have their own tag database, see the documentation provided with the server.

For information about creating tags in a Logix5000 processor, see the documentation for your device programming software.

2. Create a data server in FactoryTalk V iew, if your application doesn’t already have one.

Every new FactoryTalk View Machine application includes a RSLinx Enterprise data server automatically.

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For more information, see Chapter 5.

3. In graphic displays, data log models, or anywhere else you want to use a tag’s value,

create a direct reference to the tag. At run time, the tag’ s value is passed to the graphic display or data log model.

When to use HMI tags

Use HMI tags to manipulate tag data and to store tag values in the run-time computer’s memory.

Scale, offset, or provide a range for data

Use HMI tags if the data server you are using does not provide for:

 Scale or offset a value.  Set minimum or maximum limits on a value (that is, providing a range of values).

Scale and offset

The scale and offset modify the raw data that comes from and goes to the programmable controller before the data is saved in the computer’s memory (called the value table). The scale and offset also modify the value specified in FactoryTalk View before it is written to the programmable controller.

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The scale is a multiplication factor—the value from the programmable controller is multiplied by the scale.

The offset is a fixed value—after the value from the programmable controller is multiplied by the scale, the offset amount is added.

Minimum and maximum

HMI tags allow you to set a minimum and maximum value that can be written to the programmable controller or server.

These values do not affect what is read from the programmable controller or server. For example, if you specify a minimum of 0 and a maximum of 100, FactoryTalk View

would be able to read a value of 200 from a programmable controller and store it in the value table, but would not be able to write this value to the programmable controller.

For more information about minimum and maximum, and scale and offset, see Help.

Store values in FactoryTalk View memory

A memory tag can be used to store values without the need for an attached or accessible device.

For example, you might need to store a value in memory:

 T o store the result of a calculation.  T emporari ly, for example, a counter or index.  To maintain information about the system’s current state, for example which graphic

display was last opened.

For information about creating HMI memory tags, see Chapter 7.

Steps for using HMI tags

To use HMI tags, complete two basic steps:

1. In the Tags editor in FactoryTalk View, create a tag. HMI tags can be used as an

internal storage location. Optionally you can map the tag name to an OPC tag or device address.

For more information, see Chapter 7.

2. In graphic displays, alarm triggers, or anywhere else you want to use a tag’s value,

assign the tag. At run time, the tag’s value is passed to the graphic display or alarm system.

Browse for tags

You don’t have to remember the path and name of a tag to use it in your application. Whenever you need to use a tag, you can open the Tag Browser and select the tag to use.

• • • • •

6 • Work with tags

T o open the Tag Browser

 In most editors, click the Browse button in the Tags column.  In the Expression editor, position the cursor where you want to insert a tag name, and

then click Tags.

 In the Parameters editor, double-click where you want to insert a tag name.

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Root folder

Folders pane

Tags pane

For a better view of the

folders or tags, drag this bar

to the left or the right.

• • • • •

Use the Tag Browser

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In the Tag Browser, you can:

 Select a single tag or multiple tags. The ability to select multiple tags is available in

the Data Log Models editor only. In the illustration above, only a single tag can be selected.

 Select data server tags and HMI tags.  Select a folder of tags without selecting a specific tag in the folder. This is useful for

applications that use controller instruction faceplates. It is also useful when you use global object parameters. Folders of tags are also known as backing tags or structured tags. For information about global object parameters and controller instruction faceplates, see Chapter 25.

You cannot select backing tags when you open the Tag Browser from the Data Log Models editor.

6 • Work with tags

The folders list with server names hidden.

The folders list with server names shown.

 Create and edit HMI tags.  Create new folders for HMI tags.  Import tags from a PLC or SLC

™

database.

For more information about using the Tag Browser, see Help.

Show server names

By default, the Folders pane in the Tag Browser shows folders, but not the servers they belong to. You can show the names of servers that have been set up in the application.

T o show server names

 Right-click a blank area of the Folders pane and then select Show Server Names.

• • • • •

In the example on the left, folders are listed alphabetically by name. In the example on the right, there are two data servers, named KEPServer and

RSLinxServer. Folders of data server tags are listed under the data server, to which they belong. Below the data servers, the application is listed as an HMI server, with folders of HMI tags under the application name.

Browse for off-line tags

For each RSLinx Enterprise device shortcut, or each RSLinx Classic OPC topic in your application, an Offline and an Online folder is shown in the Tag Browser.

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Tags that are available when you are not connected to the controller are located in the Offline folder.

Tags that are available when you are connected to the controller are located in the Online folder.

• • • • •

In RSLinx Enterprise, you can use the Offline folder to browse tags in an RSLogix 5000 RSLogix.acd file. For details about making the .acd file available to browse offline, see RSLinx Enterprise Help.

In RSLinx Classic, you can use the Offline folder to browse tags in a PLC program stored on disk. If the OPC topic in RSLinx Classic has access to symbols, you can browse for them in the Offline folder. For details about adding symbols to the OPC topic in RSLinx Classic, see RSLinx Classic Help.

Use tags and expressions in your application

Once you’ve created tags (either in data servers or in FactoryTalk View), assign them to connections in your application to allow the application to interact with the data source and perform actions based on the tag values.

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You can assign tags in these editors:

 Expressions  Global Connections  Graphic Displays  Global Object Displays  Graphic Libraries  Parameters  Alarm Setup  Information Setup  Macros  Data Log Models  RecipePlus Editor

6 • Work with tags

Type the tag name here... ...or click the Browse button to open the

Tag Browser.

Assign tags

This example shows the Trigger dialog box that opens when you click the Add button in the Triggers tab of the Alarm Setup editor:

To assign a tag, do one of the following

 In the Tag or expression column, type the tag name.  In the Tag column, click the Browse button and then select a tag from the Tag

Browser.

• • • • •

For information about using the Tag Browser, see Help.

Assign tags to graphic objects

In the Graphics editor, you can assign tags to many of the graphic objects you create. You can use up to 1,000 tags per graphic display. This limit includes the tags contained in

embedded variables and expressions. For example, if an expression references the same tag twice, this counts as two tag references.

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Type the tag name here... ...or click the Browse button to open the

Tag Browser.

Type the tag name here...

...or click the Browse button to open the Tag Browser.

• • • • •

Use one of these methods to assign tags to a graphic object:

 Double-click the object to open the object’s Properties dialog box, and then click the

Connections tab.

 Select the object, and then assign tags in the Connections tab of the Property Panel.

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6 • Work with tags

Type the expression here... ...or click the Browse button to open the

Expression editor.

Use expressions to manipulate tag values

In many of the places where you can assign a tag, you can also use expressions to perform logical or mathematical calculations on tag values. If you assign an expression, FactoryTalk View monitors the expression value rather than the original tag value. For example, your machine might send values to the data source in the form of temperature in degrees Celsius. You could use an expression to convert the value to degrees Fahrenheit, and then monitor the expression result rather than the original tag value.

If you can assign an expression, a Browse button is present in the Exprn column in the editor or Connections tab.

• • • • •

To assign an expression, do one of the following

 In the Exprn column, click the Browse button, and then create an expression in the

Expression editor. Use this method if you want to check the expression syntax.

 In the Tag or expression column, type the expression. The expression syntax is not

checked if you use this method.

For more information about expressions, see Chapter 23.

Substitute tag names used in grap hic ob jects

You can use tag substitution or Find and Replace to replace tag names and expressions assigned to the connections for graphic objects. For example, if you assign a tag to multiple objects in a graphic display, and then decide to use a different name for the tag, you can create a new tag and then use tag substitution or Find and Replace to search for all tag references with the old name, and replace them with the new tag name.

You can also use tag substitution to replace the tags contained in embedded variables. For more information about tag substitution and Find and Replace, see page 20-38.

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Log tag values

Analog and digital tag values can be logged, including both HMI and data server tags. To set up data logging, use the Data Log Models editor. For more information, see Chapter 26.

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Use macros to assign values to tags

A macro is a list of tag assignments stored in a text file. Whenever you run the macro, the specified values are written to the tags. For more information about macros, see Chapter 30.

You can also use recipes to assign values to multiple tags with a button press. For information about using recipes to assign values to tags, see Chapter 29.

Use HMI tags

This chapter describes:

 HMI tag types.  Use the Tags editor.  Data sources.  Address syntax for device tags.  Organize HMI tags.  View tag statistics.  Other methods for creating HMI tags.  Import HMI tags.

HMI tag types

HMI tags are tags you create in FactoryTalk View. For information about when to use HMI tags versus when to use data server tags, see Chapter 6.

You can create and use these types of HMI tags in FactoryTalk View:

This tag type Stores this type of data

Analog Range of values.

Use analog tags to represent variable states such as temperature or the position of rotary controls.

Digital 0 or 1.

Use digital tags to represent devices that can only be on or off, such as switches, contacts, and relays.

String ASCII string, series of characters, or whole words (maximum of 82

characters). Use string tags to represent devices that use text, such as a bar code scanner

that uses an alphanumeric product code.

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This tag type Stores this type of data

System Information generated while the system is running, such as the name of the

logged-in user, system time and date, and so on. FactoryTalk View creates system tags when you create an application. The

system tags are stored in the folder called “system” in the HMI tag database. You cannot edit system tags. You can use system tags anywhere you would use any other type of tag. For a list of system tags, see Appendix C.

Analog tags that use floating-point values

You can assign analog tags to most of the connections in FactoryTalk View, including both HMI and data server tags. If the analog tag uses a floating-point data type but an integer value is required, the floating-point value is rounded.

For information about the data types available for analog tags, see Help.

How values are rounded

When a floating-point value must be rounded to an integer, this is how the value is rounded:

 If the number after the decimal is 4 or less, the value is rounded down. For example,

8.495 is rounded to 8.

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 If the number after the decimal is 6 or more, the value is rounded up. For example, 8.6

is rounded to 9.

 If the number after the decimal is 5, the value is rounded using a “banker’s algorithm,”

to average out the rounding over time:

 If the number before the decimal is 0, the value is rounded down. For example,

10.5 is rounded to 10.

 If the number before the decimal is an odd number, the value is rounded up. For

example, 11.5 is rounded to 12.

 If the number before the decimal is an even number, the value is rounded down.

For example, 12.5 is rounded to 12.

 Floating point values are rounded to a maximum of six digits. Therefore, using a

floating-point data type and adding to it a value that exceeds the six significant digits will result in a rounding error. For example, adding any number to 999,999 will result in a rounding error.

This rounding method is also used for Numeric Input Enable buttons that use the implicit

Form area

Query box

Folder

hierarchy

decimal position, if an integer tag is assigned to the button’s Value connection. For more information about the Numeric Input Enable button, see page 21-30.

Use the Tags editor

The Tags editor has these parts: form area, query box, folder hierarchy, and spreadsheet area.

• • • • •

7 • Use HMI tags

The information you enter in the form area is shown in the spreadsheet area. The folder hierarchy shows all the folders that you and FactoryTalk View create.

The Tags editor has special items on the View menu to control the appearance of the editor, and extra tools on the toolbar.

Use the Tags editor to:

 Create folders  Duplicate, nest, and delete folders

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• • • • •

 Create and view tags  Edit, duplicate, and delete tags

For details about using the Tags editor, see Help.

Update the contents of the Tags editor

You can create tags in the Tags editor, but you can also create them as you work in other editors, and you can import them from an existing tag database. To see the result of changes to the database you make in other editors while the Tags editor is open, update the contents.

To update the contents of the editor

 From the View menu, select Refresh, or click the Refresh tool.

When you select Refresh, the undo buffer is cleared and recent changes can’t be automatically reversed.

Refresh is not available if you haven’t accepted the current tag. For information about creating tags in other editors, see page 7-10.

Search for HMI tags

Use the Tags editor’s query box to select the tags you want to show in the spreadsheet. This allows you to edit tags in different folders without browsing the folder hierarchy . You can:

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 Select a single tag by typing the tag name.  Select multiple tags by typing wildcard characters.

These are the wildcard characters:

This character Does this

? Matches any single character. * Matches any number of characters, including the backslash (\) character.

Use this wildcard character by itself to show all the tags in the HMI tag database.

For example, to search for all the tags that contain the string “pump” in their name, type *pump* in the Search For box. When you press Enter, a list of tags containing the string “pump” appears in the spreadsheet.

When you do searches, remember that the backslash in a folder name counts as a character in the tag name.

Rockwell Automation FactoryTalk View Machine Edition User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Preface

Getting Started

The parts of FactoryTalk View Machine Edition

Additional software

The FactoryTalk View Machine Edition tools

FactoryTalk View Studio tools

FactoryTalk tools

FactoryTalk Activation Manager

Explore FactoryTalk View Studio

Start and exit FactoryTalk View Studio

Start FactoryTalk View Studio

Exit FactoryTalk View Studio

Open sample applications

Explore the FactoryTalk View Studio main window

The menu bar

The toolbar

The Explorer window

The workspace

The Diagnostics List

The status bar

Workbook tabs

Show and hide items in the main window

Use the Explorer window

View the Explorer window

Move and resize the Explorer window

Work with editors

Locate editors

View an editor's components

Open editors

Close editors

Enter information in spreadsheets

Print

Select a printer

Print at run time

Plan applications

Understand the process

Collect data

Design an HMI tag database

Collect informatio n

Organize tags

Plan graphic displays

Develope a hierarchy of displays

Create a template to ensure consistency

Design displays

Usability

Plan languages

Plan alarms

Provide information for the operator

Local and information messages

Diagnostics messages

Plan trends

Plan recipes

Design a secure system

Work with applications

What is an application?

Application versus project

HMI project file

Run-time application file

Component files

External folders

Default log file locations for Pane lV iew Plus 7, PanelView Plus 6, PanelView Plus, or PanelView Plus CE applications

Naming files

Creat, import, open, and close applications

Creat applications

Import applications

Open applications

Open multip l e applications

Open and edit applications from earlier versions of RSView or FactoryTalk View ME

Close applications

Rename, copy, delete, back up, and restore applications

About project settings

Project window size and run-time screen resolution

Compact Machine Edition application

Title bar

Specify project settings