Rockwell Automation FactoryTalk View Machine Edition User Manual
View Machine Edition
INSTALLATION GUIDE
PUBLICATION VIEWME-IN003K-EN-E–August 2014
Supersedes Publication VIEWME-IN003J-EN-E
Contact Rockwell
Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/support/
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Please refer to the license agreement for details.
Allen-Bradley, ControlLogix, Data Highway Plus, DH+, Data Highway II, FactoryTalk, Logix5000, PanelBuilder,
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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
Contents
• What’s in this Installation Guide?
About the FactoryTalk View documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Find information in the FactoryTalk View Installation . . . . . . . . . . . . . . . . . . viii
Where you can find this manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Other Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Open the FactoryTalk View online manuals . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Contact Rockwell Automation Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . ix
When you call Rockwell Automation Technical Support . . . . . . . . . . . . . . . . . x
1 • FactoryTalk View Machine Edition system basics
What is FactoryTalk View Machine Edition? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The FactoryTalk View software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
FactoryTalk View Studio for Machine Edition . . . . . . . . . . . . . . . . . . . . . . . . . 2
FactoryTalk View Machine Edition Station for Windows. . . . . . . . . . . . . . . . . 2
FactoryTalk Services Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FactoryTalk Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FactoryTalk Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FactoryTalk Live Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FactoryTalk Diagnostics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
FactoryTalk Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
RSLinx Enterprise. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
RSLinx Classic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
FactoryTalk View installation DVD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 • Install, activate, and uninstall FactoryTalk View on a personal
computer
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
RSNetworx compatibility requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Overview of tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Task checklist for installing FactoryTalk View . . . . . . . . . . . . . . . . . . . . . . . . . 9
Ensure that the current Windows user has administrative rights . . . . . . . . . . . . 9
Disable automatic Windows updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Install FactoryTalk View software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
To install FactoryTalk View software using Setup wizard. . . . . . . . . . . . . . . . 11
Select software products to install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE
• • • • •
FactoryTalk Activation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Setup Wizard uninstalls applicable Rockwell Automation software . . . . . . . . 15
User Identification and serial number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
License agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
File Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Select Complete or Custom Setup Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
SQL Server sign-in or installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Select Features to Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Ready to Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Automatic installation of prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Installation of necessary Rockwell Software . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Device Status and Diagnostics Faceplates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Unattended installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Perform unattended installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Post-installation procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Install Product Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Activate the FactoryTalk View software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Recreate SQL Server 2008 Express instance . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Installation summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Uninstall FactoryTalk View Machine Edition software. . . . . . . . . . . . . . . . . . . . . . 37
3 • Run FactoryTalk View ME Station on PanelView Plus 7, PanelView Plus 6, PanelView Plus, and PanelView Plus CE terminals
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
PanelView Plus 7, PanelView Plus 6, PanelView Plus, and PanelView Plus CE termi-
nals all come with FactoryTalk View ME Station already installed.. . . . . . . . . . 40
Start. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Start automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Run applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Use sample applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Upgrade your terminal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
4 • Run FactoryTalk View ME Station on a personal computer
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Start automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Run applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
iv
Contents
Use sample applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
• • • • •
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FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE
• • • • •
vi
P
REFACE
What’s in this Installation Guide?
This manual describes the FactoryTalk View ME (Machine Edition) Product and System,
the tasks to be performed on a system before installation, the detailed installation steps,
how to use FactoryTalk Activation Manager to license the installed product, tasks for
deploying applications, and how to upgrade an existing system.
The contents of this Installation Guide appear in the order you would use during
installation on new or existing systems:
FactoryTalk View Machine Edition basics describes the software components and
layout of the FactoryTalk View ME system (Chapter 1).
Install, activate, and uninstall FactoryTalk View on a personal computer walks
you through the screens you will see during a complete installation (Chapter 2).
Run FactoryTalk View ME on PanelView Plus Terminals includes information on
installing and running applications on Rockwell Automation terminals (Chapter 3).
Run FactoryTalk View ME Station on a personal computer describes installing
and running the application on computers (Chapter 4).
About the FactoryTalk View documentation
In addition to the FactoryTalk View Installatio n Guides, the FactoryTalk View
documentation set includes:
FactoryTalk View Machine Edition User’s Guide
contains comprehensive
information about designing and developing FactoryTalk View ME applications.
The User’s Guide is available in PDF format, from the Help menu in FactoryTalk
View Studio, on the disc containing the Setup Wizard, and from the Rockwell
Automation Literature Library.
PanelView Plus Terminals User Manual
includes information about installing,
configuring, and programming a full range of terminals compatible with
FactoryTalk View Machine Edition.
Release Notes
. Read the Release Notes before you begin installing or working with
FactoryTalk View and supporting software.
Release Notes for FactoryTalk View ME, FactoryTalk Services Platform, RSLinx
Enterprise, and RSLinx Classic are available from the FactoryTalk V iew installation
DVD.
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FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE
• • • • •
Online Help.
Online procedures and reference information are available from the
Help menu in FactoryTalk View ME Studio, and from editors and dialog boxes used to
develop FactoryTalk View ME applications.
Find information in the FactoryT alk View Installation
Most of the dialog boxes during the installation include the selection View Installation
Guide. Clicking View Installation Guide opens the Installation Guide PDF file.
You can also open the application release notes that contains the latest information about
updates and program features. On this screen, select an item in the Please select software
products to install box, then click View Release Notes for Selected Product.
viii
Where you can find this manual
The Installation Guide is available in PDF format from the FactoryTalk View installation
DVD, from the Help menu in FactoryTalk View Studio, and from the Rockwell
Automation Literature Library.
In the Literature Library, to find the current version of the Installation Guide and the User’s Guide,
search for Publication Numbers containing the string VIEWME.
PREFACE • WHAT’S IN THIS INSTALLATION GUIDE?
Other Documents
Document Description
• • • • •
PanelView Plus Te rminals User
Manual Publication 2711P-UM007
Describes the tasks to install, configure,
and use FactoryTalk View ME on
PanelView Plus 7 terminals.
PanelView Plus Te rminals User
Manual Publication 2711P-UM006
Describes the tasks to install, configure,
and use FactoryTalk View ME on
PanelView Plus 6 terminals.
PanelView Plus Te rminals User
Manual Publication 2711P-UM001
Describes the tasks to install, configure,
and use FactoryTalk View ME on
PanelView Plus, and PanelView CE
terminals.
Activation Instructions
Publication FTA-QS002
Get and install activations for all the
computers in your system.
Open the FactoryTalk View online manuals
The FactoryTalk View Machine Edition User’s Guide, Installation Guide, and the Release
Notes are available online, while you are working in FactoryTalk View Studio for
Machine Edition.
To open the online manuals
1. Open FactoryTalk View Studio for Machine Edition.
2. On the Help menu, select
open.
Online Books,
and then select the manual you want to
During installation, Adobe Reader can be installed on the computer so you can view online
manuals. For information about using Adobe Reader, see the product documentation.
Contact Rockwell Automation Technical Support
If you can not find the answer to your question in the documentation or on the Internet,
contact Rockwell Automation Technical Support, using any of these methods:
Telephone: 1-440-646-3434
Online: http://support.rockwellautomation.com
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FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE
• • • • •
Support staff are available Monday to Friday from 8:00 a.m. through 5:00 p.m. local time
(North America only), except on statutory holidays.
When you call Rockwell Automation Technical Support
When you call, it is recommended that you be at your computer and ready to provide the
following information:
The product’s serial number and product key, which are printed on the Activation
Certificate enclosed with the product software DVD
The FactoryTalk View product version number
FactoryTalk Services Platform version number
The connectivity product(s) (RSLinx Enterprise or RSLinx Classic) version
number(s)
The type of hardware you are using
The names of other Rockwell Automation products installed on the computer
The exact wording of any messages shown on the computer
A description of what happened and what you were doing when the problem occurred
A description of how you tried to solve the problem
x
1
FactoryT alk V iew Machine Edition system basics
FactoryTalk View, including FactoryTalk View Machine Edition Station and FactoryTalk
View Studio ME, are HMI (human-machine interface) software products designed with a
common look, feel, and navigation to help speed HMI application development and
training time.
Supporting the Rockwell Automation Integrated Architecture, FactoryTalk View is part of
the scalable and unified suite of monitoring and control solutions designed to span standalone machine-level applications up through supervisory-level HMI applications across a
network. This suite offers you a common development environment, application reuse,
and architecture so you can increase productivity, reduce operation costs, and improve
quality.
FactoryTalk View includes the PC-based development tool FactoryTalk View Studio for
Machine Edition as well as FactoryTalk View Machine Edition Station for Windows and
FactoryTalk View Site Edition.
What is FactoryTalk View Machine Edition?
FactoryTalk View Machine Edition (also called FactoryTalk View ME) is a machine-level
HMI software product for machines and small processes. FactoryTalk View Machine
Edition allows for a consistent operator interface across multiple platforms, including
PanelView Plus terminals, and Windows desktop solutions.
FactoryTalk View Studio ME provides all the tools you need to create powerful,
dependable process monitoring including component-based architecture, single-tag
creation, and connectivity applications.
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FACTORYTALK VIEW INSTALLATION GUIDE
• • • • •
The FactoryTalk View software
FactoryTalk View Machine Edition is an integrated software package for developing and
running HMI applications on personal computers and PanelView Plus terminals.
A FactoryTalk View ME System is more than the HMI terminals. It also includes the
FactoryTalk Services Platform and Data Communication products such as RSLinx
Enterprise and RSLinx Classic.
FactoryTalk View Studio for Machine Edition
FactoryTalk View Studio for ME (Machine Edition) is the configuration software for
developing and testing FactoryTalk View ME HMI applications. FactoryTalk View Studio
ME contains editors for creating complete applications, and includes software for testing
the applications you create. Use the editors to create applications that are as simple or as
complex as you need.
FactoryTalk View Machine Edition Station for Windows
A FactoryTalk View ME system is a traditional stand-alone HMI solution that packages a
server for use on a PanelView Plus 7, PanelView Plus 6, PanelView Plus, or PanelView
Plus CE terminal.Rockwell Automation Industrial Computers, or other industrial
2
computer running a supporting Microsoft Windows operation system. See “System
requirements” on page 7.
FactoryTalk Services Platform
The FactoryTalk Services Platform provides a set of common services (such as diagnostic
messages, health monitoring services, and access to real-time data) for all the FactoryTalk
products and applications used in a control system.
FactoryTalk Services Platform is installed automatically.
FactoryTalk Administration Console
FactoryTalk Administration Console is a stand-alone tool for developing, managing, and
securing multiple applications.
FactoryTalk Security
FactoryTalk Security centralizes user authentication and authorization at the FactoryTalk
Directory.
• • • • •
1 • FACTORYTALK VIEW MACHINE EDITION SYSTEM BASICS
FactoryTalk Live Data
FactoryTalk Live Data manages connections between FactoryTalk products and data
servers.
For information about data communications in FactoryTalk View ME applications, see
Chapter 5, Setting up communications in the FactoryTalk View Machine Edition User's
Guide.
FactoryTalk Diagnostics
FactoryTalk Diagnostics collects and provides access to activity , status, warning, and error
messages generated throughout a FactoryTalk system.
FactoryTalk Activation
FactoryTalk Activation services provide a secure, software-based system for activating
Rockwell Software products and managing software activation files. For details, See
“Activate the FactoryTalk View software” on page 33.
Connectivity
How you plan to obtain data for an application will determine which communications
software you install.
3
FACTORYTALK VIEW INSTALLATION GUIDE
• • • • •
You can use the RSLinx Enterprise or RSLinx Classic software shipped with FactoryTalk
View ME or use other software and devices that support OPC (OLE for Process Control)
communications.
RSLinx Enterprise is automatically installed for FactoryTalk View applications. You can use the
RSLinx software shipped with FactoryTalk View ME, or use other software and devices that
support OPC communications.
RSLinx Enterprise
RSLinx Enterprise is a communication server built around FactoryTalk technology to
assist in developing and running your FactoryTalk View Machine Edition applications.
For communications with Allen-Bradley local and remote devices, particularly with
Logix5000 controllers, RSLinx Enterprise is the recommended data communications
software for FactoryTalk View applications.
RSLinx Classic
RSLinx Classic is software that provides communications to a wide range of devices, such
as Logix5000 processors. RSLinx Classic is an OPC Data Access v2.05a-compliant data
server that can serve FactoryTalk Live Data tags from an HMI Tag database or RSLinx
Enterprise. RSLinx Classic is available for personal computers only
.
For example, you can install and use RSLinx Classic to serve data through DH+ (Data
Highway +) networks, to support complex bridging and routing, and to support
unsolicited messaging from a controller to RSLinx.
FactoryTalk View installation DVD
The FactoryTalk V iew installation DVD provides all the software you need to develop and
run local applications confined to a single computer, or distributed control systems that
involve several computers, connected over a network.
Depending on needs, the architecture of a FactoryTalk View application represent
different parts of your plant or process. To accommodate those requirements, these
FactoryTalk View programs are included in this Setup Wizard:
Studio for Machine Edition
Machine Edition Station for Windows
Stand-alone RSLinx Enterprise Server
Stand-alone FactoryTalk Directory server
Stand-alone ME Transfer Utility
4
1 • FACTORYTALK VIEW MACHINE EDITION SYSTEM BASICS
Additional FactoryT alk V iew Site Edition applications can also be installed from this Setup Wizard
program.
• • • • •
5
FACTORYTALK VIEW INSTALLATION GUIDE
• • • • •
6
2
Install, activate, and uninst all FactoryTalk View on a personal computer
This chapter describes:
System requirements.
Install FactoryTalk Vie w Machine Edition and related software.
Activate the FactoryTalk View software.
Uninstall FactoryTalk View Machine Edition and related software
System requirements
T o run FactoryTalk View S tudio ME, the recommended requirements are:
Personal computer
recommended).
Memory (RAM).
for 64-bit operating systems.
Hard disk space.
Operating system.
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.
with an Intel Pentium 4 processor (2 GHz or faster processor
1 GB (or more) for 32-bit systems. A minimum of 2 GB required
Minimum 1.5 GB.
2 • Placeholder
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
XX
XX
XX
XX
X
X
X
7
FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE
• • • • •
Operating System 32-bit 64-bit
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 R2 Enterprise Edition
with Service Pack 1
Windows Server 2008 R2 Standard Edition
with Service Pack 1
Windows Server 2008 Standard Edition with
Service Pack 2
Windows V ista Business with Service Pack 2
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.
XX
XX
XX
X
X
XX
X
X
X
X
RSNetworx compatibility requirements
If you use RSNetWorx on your computer, RSNetWorx v10.00 or later is required. We
recommend that you upgrade it to v21.00 or later.
The current version of RSNetWorx and Prior Incompatibility with Rockwell Automation
Software Products is available from the Rockwell Automation Support Center, as Product
Notice ID 566967.
If you are under a current technical support contract, you may download RSNetWorx v21.00 or
later from the Rockwell Automation Compatibility and Download Center.
To
download RSNetWorx
1. Click the Download Software Updates link and enter your Rockwell Automation Member
identification.
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