Rockwell Automation FactoryTalk ViewPoint Quick Start Guide

Quick Start
Original Instructions

FactoryTalk ViewPoint Quick Start Guide

FactoryTalk ViewPoint Quick Start Guide
personal injury or death, property damage, or economic loss.
Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
IMPORTANT
SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present.
temperatures.
for Personal Protective Equipment (PPE).
Read this document and the documents listed in the additional resources section about installation, configuration, and operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards.
Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by suitably trained personnel in accordance with applicable code of practice.
If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.
WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss.
Identifies information that is critical for successful application and understanding of the product.
Labels may also be on or inside the equipment to provide specific precautions.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous
ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash
will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and
2 Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020
Getting started with FactoryTalk ViewPoint
Setting up Site Edition (SE) web

Table of Contents

Chapter 1
About FactoryTalk ViewPoint web applications ....................................... 5
What to expect when you open a web application.............................. 5
FactoryTalk ViewPoint for Site Edition system requirements................ 6
FactoryTalk ViewPoint for Machine Edition system requirements ........ 8
Installing FactoryTalk ViewPoint ............................................................. 11
Setup wizard installation .................................................................... 11
Step 1: Launch the Setup wizard and select what to install ........ 11
Step 2: Read and accept license agreements................................ 12
Step 3: Start the installation .......................................................... 12
Step 4: Finish the installation........................................................ 12
Unattended or silent installation ........................................................ 13
Parameters ..................................................................................... 13
Perform unattended installation .................................................. 15
Examples ........................................................................................ 15
Installing FactoryTalk ViewPoint software updates ......................... 15
Installing PanelView Plus firmware ................................................... 16
Upgrading FactoryTalk ViewPoint software ............................................ 16
Upgrade FactoryTalk ViewPoint software ......................................... 16
Upgrade existing FactoryTalk ViewPoint for Site Edition web
applications by republishing displays ................................................ 17
Upgrade existing FactoryTalk ViewPoint for Machine Edition web
applications by republishing displays ................................................ 17
Setting up web client computers............................................................... 17
Adding FactoryTalk ViewPoint to the list of trusted sites ................ 17
Checking for new versions with every visit to a page ........................ 18
Working online .................................................................................... 18
applications
Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020 3
Chapter 2
About the FactoryTalk ViewPoint for Site Edition environment ........... 19
The role of the FactoryTalk ViewPoint Server ................................... 20
Setting up FactoryTalk ViewPoint Site Edition activation .................... 20
Downloading licenses to an activation server .................................. 20
Connecting the ViewPoint Server to a remote activation server ..... 21
Assigning licenses to the FactoryTalk ViewPoint Server .................. 21
What happens if the activation server is unavailable? ..................... 22
Creating a new Site Edition (SE) web application .................................. 22
Connecting to FactoryTalk ViewPoint Administration ....................23
Create a new Site Edition web application ........................................23
Connecting to an existing Site Edition web application ................. 24
Table of Contents
Setting up Machine Edition (ME) Legal Notices
Index
web applications
FactoryTalk ViewPoint commands with tags ............................. 25
FactoryTalk ViewPoint text fonts ...................................................... 27
Learning more about FactoryTalk ViewPoint for Site Edition .............. 27
Getting help related to an Administration task ................................ 27
Opening the Help while viewing an SE web application ................. 27
Browsing the Help contents ............................................................... 27
Chapter 3
About the FactoryTalk ViewPoint for Machine Edition environment.. 29
Create a new Machine Edition web application ..................................... 30
Connecting to an existing Machine Edition web application ................ 31
FactoryTalk ViewPoint text fonts ..............................................................32
Learning more about FactoryTalk ViewPoint for Machine Edition .......32
Getting help related to an Administration task .................................32
Browsing the Help contents ................................................................32
Legal Notices .............................................................................................. 33
4 Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020
IMPORTANT
a parameter file instead.
About FactoryTalk
ViewPoint web applications
What to expect when you
Chapter 1
Getting started with FactoryTalk ViewPoint
This chapter describes:
What a FactoryTalk® ViewPoint web application is.
FactoryTalk ViewPoint system requirements.
• How to install the FactoryTalk ViewPoint software.
• How to upgrade the FactoryTalk ViewPoint software.
• How to set up web client computers.
FactoryTalk® ViewPoint is an add-on to FactoryTalk View that provides for a
fully scalable, fully animated, read-and-write view of existing Site Edition
(SE) and Machine Edition (ME) web applications from a web browser.
open a web application
A web application consists of graphic displays selected from the FactoryTalk View application, converted for viewing in a web browser, and then published to a FactoryTalk ViewPoint Server (also called the web server).
For Site Edition applications, the FactoryTalk ViewPoint Server runs on a desktop or server computer.
For Machine Edition applications, a PanelView™ Plus or PanelView Plus Pro operator terminal functions as the server.
To learn more about differences between Site Edition and Machine Edition web applications, see the next chapters in this manual.
To open a published web application, you open a browser and enter the address of the computer or terminal running the web server that hosts the application, such as http://computer name/FTVP.
When you enter a web address in the browser, do not exceed the maximum length of 2048 characters. Rework the screen so that the web address is less than 2048 characters. If the web address exceeds the maximum 2048 characters allowed, the following error message appears, "Unable to open the requested display. The web address exceeds the maximum length of 2048 characters". Note: Different browsers have different length limits. If you get this error message because you are using large numbers of parameters it is recommended that you use
Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020 5
The initial display that you specified for the web application opens first. From there, you can navigate the entire application using buttons and touch animation created in FactoryTalk View Studio. Touch animation is not supported in FactoryTalk ViewPoint for Machine Edition.
Chapter 1 Getting started with FactoryTalk ViewPoint
FactoryTalk ViewPoint for
Tip: If you are using FactoryTalk View Site Edition applications published to FactoryTalk ViewPoint, you can view multiple displays using a startup macro. If you are using FactoryTalk View ME applications published to FactoryTalk ViewPoint, you can view a single display on startup. Macros are not supported in FactoryTalk ViewPoint for Machine Edition.
Displays in a FactoryTalk ViewPoint application can be secured. In runtime, an authenticated user who is a member of a security group, is allowed or denied access to secured displays. There are two types of access: Write and View. Graphic objects in the displays are fully animated; and depending on your security permissions you can use the objects to write to tags. You cannot start and stop HMI components. For example, a numeric input object with a tag connection will display the tag's current value, but will not permit downloads.
As in FactoryTalk View, objects with tag or expression connections will show in outline form if the connection is broken.
To learn more about FactoryTalk View features that are not supported in FactoryTalk ViewPoint applications, see the FactoryTalk ViewPoint Help.
FactoryTalk ViewPoint for Site Edition works within the system requirements of all Rockwell Automation software products.
Site Edition system
For the latest compatibility information, refer to the
requirements
and Download Center.
Product Compatibility
Hardware Requirements
For the optimal performance of publishing applications, the personal computer is recommended to meet or exceed the following hardware requirements:
• Intel® Core™ i5 Standard Power processor
• 4 GB of memory (RAM)
FactoryTalk ViewPoint has been tested with the following mobile devices:
iPad mini™ 3 with IOS® 12.4.5
• iPad mini 2 with IOS 12.4.5
iPad Air® with IOS 12.4.5
iPad Air 2 with IOS 13.3
Nexus™ 6P with Android 8.1.0
• Google® Pixel C with Android 8.1.0
Surface® Pro 3 with Windows 10
Samsung Galaxy Tab® S4 with Android 9.0
Samsung Galaxy® S9+ with Android 9.0.0
Samsung Galaxy S10+ with Android 10.0
iPhone 6S Plus with IOS 13.3
• iPhone 7 with IOS 13.3
• iPhone X with IOS 13.5.1
6 Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020
Chapter 1 Getting started with FactoryTalk ViewPoint
• iPhone 11 with IOS 13.5.1
Operating systems
FactoryTalk ViewPoint server has been tested on the following operating systems:
Windows 10 Enterprise* (64-bit)
Windows 10 Professional* (64-bit)
See the Windows Lifecycle FAQ and Windows as a Service (WaaS) topics on the Microsoft® Website for details regarding servicing requirements and other important information.
Windows 10 Semi-Annual Channel v1803, v1809, v1903, v1909, and v2004
Windows 10 Semi-Annual Channel is governed by the Microsoft Modern Lifecycle Policy. Refer to the Microsoft Website for details.
Windows 10 IoT Enterprise 2016 Long-Term Servicing Channel (LTSC)
Windows 10 LTSC is governed by the Microsoft Fixed Lifecycle Policy. Refer to the Microsoft Website for details.
• Windows 10 IoT Enterprise 2019 LTSC
Windows Server® 2012 Datacenter (64-bit)
Windows Server 2012 Standard (64-bit)
Windows Server 2012 R2 Datacenter (64-bit)
Windows Server 2012 R2 Standard (64-bit)
Windows Server 2016 Datacenter** (64-bit)
Windows Server 2016 Standard** (64-bit)
Windows Server 2019 Datacenter LTSC (64-bit)
Windows Server 2019 Standard LTSC (64-bit)
* For more information about the Windows 10 operating system support, see Knowledgebase Document ID:
IN4493 - Windows 10 Support for the
FactoryTalk Suite of Rockwell Software products.
** For more information about the Windows Server 2016 operating system support, see Knowledgebase Document ID:
IN4718 - Windows Server 2016
Support for the FactoryTalk Suite of Rockwell Software products.
Required software
FactoryTalk ViewPoint for Site Edition is an add-on to an existing FactoryTalk View system and requires FactoryTalk View version 12.00.00.
FactoryTalk ViewPoint for Site Edition automatically installs the following required software on the host computer, if necessary:
FactoryTalk Services Platform version 6.20.00
Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020 7
Chapter 1 Getting started with FactoryTalk ViewPoint
FactoryTalk ViewPoint for
FactoryTalk Alarms and Events version 6.20.00
FactoryTalk View Site Edition Client version 12.00.00
Internet Information Services
Micr
Supported Browsers
The following web browsers have been tested and are supported for use with this release:
Microsoft Edge™
Internet Explorer® 11.0
Google® Chrome™ browser 78.0 or later
The following mobile web browsers have been tested and are supported for use with this release:
Apple® Safari®
Google Chrome browser
osoft .NET Framework 4.6.2
Machine Edition system requirements
Windows Firewall Program and Services exception list
Add ViewPoint.Server.LDPoolGateway.exe to the Windows Firewall Program and Services exception list. To learn more, see Knowledgebase Document ID:
items are wireframed in FactoryTalk ViewPoint client.
toryTalk ViewPoint for Machine Edition works within the system
Fac requirements of all Rockwell Automation software products.
For the latest compatibility information, refer to the
and Download Center.
QA9638 - Direct Reference Live Data
Product Compatibility
Hardware Requirements
For the optimal performance of publishing applications, the personal computer is recommended to meet or exceed the following hardware requirements:
Intel® Core™ i5 Standard Power processor
4 GB of memory (RAM)
8 Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020
FactoryTalk ViewPoint for Machine Edition requires the following PanelView™ Plus graphic terminal hardware:
PanelView Plus 6
Chapter 1 Getting started with FactoryTalk ViewPoint
PanelView Plus 7
FactoryTalk ViewPoint has been tested with the following mobile devices:
iPad mini™ 3 with IOS® 12.4.5
• iPad mini 2 with IOS 12.4.5
iPad Air® with IOS 12.4.5
iPad Air 2 with IOS 13.3
Nexus™ 6P with Android 8.1.0
• Google® Pixel C with Android 8.1.0
Surface® Pro 3 with Windows 10
Samsung Galaxy Tab® S4 with Android 9.0
Samsung Galaxy® S9+ with Android 9.0.0
Samsung Galaxy S10+ with Android 10.0
• iPhone 6S Plus with IOS 13.3
• iPhone 7 with IOS 13.3
• iPhone X with IOS 13.5.1
• iPhone 11 with IOS 13.5.1
Operating systems
FactoryTalk ViewPoint server has been tested on the following operating systems:
Windows 10 Enterprise* (64-bit)
Windows 10 Professional* (64-bit)
See the Windows Lifecycle FAQ and Windows as a Service (WaaS) topics on the Microsoft® Website for details regarding servicing requirements and other important information.
Windows 10 Semi-Annual Channel v1803, v1809, v1903, v1909, and v2004
Windows 10 Semi-Annual Channel is governed by the Microsoft Modern Lifecycle Policy. Refer to the Microsoft Website for details.
Windows 10 IoT Enterprise 2016 Long-Term Servicing Channel (LTSC)
Windows 10 LTSC is governed by the Microsoft Fixed Lifecycle Policy. Refer to the Microsoft Website for details.
• Windows 10 IoT Enterprise 2019 LTSC
Windows Server® 2012 Datacenter (64-bit)
Windows Server 2012 Standard (64-bit)
Windows Server 2012 R2 Datacenter (64-bit)
Windows Server 2012 R2 Standard (64-bit)
Windows Server 2016 Datacenter** (64-bit)
Windows Server 2016 Standard** (64-bit)
Windows Server 2019 Datacenter LTSC (64-bit)
Windows Server 2019 Standard LTSC (64-bit)
Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020 9
Chapter 1 Getting started with FactoryTalk ViewPoint
* For more information about the Windows 10 operating system support, see Knowledgebase Document ID:
FactoryTalk Suite of Rockwell Software products.
** For more information about the Windows Server 2016 operating system support, see Knowledgebase Document ID:
Support for the FactoryTalk Suite of Rockwell Software products.
Required software
FactoryTalk ViewPoint for Machine Edition is an add-on to an existing FactoryTalk View system and requires FactoryTalk View version 12.00.00.
FactoryTalk ViewPoint for Machine Edition automatically installs the following required software on the host computer, if necessary:
FactoryTalk Services Platform version 6.20.00
Microsoft .NET Framework 4.6.2
IN4493 - Windows 10 Support for the
IN4718 - Windows Server 2016
Supported Browsers
The following web browsers have been tested and are supported for use with this release:
Microsoft Edge™
Internet Explorer® 11.0
Google® Chrome™ browser 78.0 or later
The following mobile web browsers have been tested and are supported for use with this release:
Apple® Safari®
Google Chrome browser
Windows Firewall Program and Services exception list
Add ViewPoint.Server.LDPoolGateway.exe to the Windows Firewall Program and Services exception list. To learn more, see Knowledgebase Document ID:
items are wireframed in FactoryTalk ViewPoint client.
QA9638 - Direct Reference Live Data
Firmware requirements
FactoryTalk View ME can create Machine Edition Runtime applications (.mer) that run on PanelView Plus graphic terminals. The PanelView Plus firmware must support the .mer file to host FactoryTalk ViewPoint content.
10 Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020
PanelView Plus Terminal Firmware Version
Machine Edition Runtime Version
FactoryTalk ViewPoint Content (contained in .mer)
11.00-2019mmdd or later
11.00
11.00
10.00-2018mmdd or later
10.00
10.00
9.00-2016mmdd or later
9.00
9.00
8.20-2016mmdd or later
8.20
8.20
8.10-2015mmdd or later
8.10
8.10
8.00-2014mmdd or later
8.00
8.00
6.0-20110425 or later
6.00
1.20 or 2.00
5.10.01 or later
5.10
1.10
IMPORTANT
as a different user.
containing the DVD.
Setup wizard installation
Step 1: Launch the Setup
12.00-2020mmdd or later 12.00 12.00
7.00-2012mmdd or later 7.00 2.60
6.1-2011mmdd or later 6.10 2.10
Chapter 1 Getting started with FactoryTalk ViewPoint

Installing FactoryTalk ViewPoint

FactoryTalk ViewPoint is installed by default during the FactoryTalk View installation, and can also be installed separately using two installation methods:
• Setup wizard installation
• Unattended or silent installation
If you are installing the FactoryTalk ViewPoint for Machine Edition software, be sure you have FactoryTalk View Studio installed.
If you are already using FactoryTalk ViewPoint software, see
Upgrading
FactoryTalk ViewPoint software on page 16.
The user installing FactoryTalk ViewPoint must have administrative rights in Windows. If you have problems, contact your System Administrator or try logging on
The Setup wizard installation process includes the following steps:
Step 1: Launch the Setup wizard and select what to install on page 11
Step 2: Read and accept license agreements on page 12
Step 3: Start the installation on page 12
Step 4: Finish the installation on page 12
wizard and select what to install
Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020 11
1. Close all Windows programs.
2. Place the FactoryTalk ViewPoint installation DVD in the computer's DVD drive or double-click Setup.exe within the installation package.
Tip: If the DVD does not start automatically, run D:\Setup.exe, where D: is the drive
3. If Microsoft .NET Framework 4.0 or later is not installed on your computer, the Microsoft .NET Framework Setup dialog box shows. Click Install.
4. (Optional) On the Welcome page, select a language to be shown during the installation process. By default, your system language is selected.
Chapter 1 Getting started with FactoryTalk ViewPoint
Step 2: Read and accept
Step 4: Finish the
5. To install all components available in the selected software using the recommended settings, click Install now and skip to
accept license agreements on page 12.
6. To select which components to install, click Customize.
7. On the Customize page, select the components. There may be two options shown:
Mandatory (grayed-out and selected check box) indicates software
Recommended (selected check box) indicates software that
Optional (clear check box) indicates software that you may wish to
8. Select the location for Rockwell Automation software. The default location is C:\.
9. Click Install.
Step 2: Read and
that will be automatically installed as part of the selected application.
Rockwell recommends for the application. You may decide to clear the check box so the software does not install.
include depending on your system. Select the box to include the software during installation.
license agreements
Step 3: Start the installation
installation
End user license agreements (EULA) spell out your rights and responsibilities. Depending on the components being installed, there may be more than one license agreement on this page. The individual license agreements are listed
above the text box.
Some software products may be delivered or made available only after you agree to the terms and conditions of each of the license agreements.
1. On the End User License Agreements page, select each agreement and
read the agreement carefully.
2. When all license agreements have been read, click Accept All.
Tip: If you click Decline, you will return to the FactoryTalk ViewPoint Setup page.
After accepting the license agreements, the Setup wizard automatically installs all the Rockwell Software applications selected previously. Installation
is automatic and does not require any input.
After the FactoryTalk ViewPoint software finishes installing, you can activate the software now or later:
To proceed directly to activate the installed software, select Activate your software and click Next. Use serial number and product key to
complete the activation.
To finish the installation without activation, select Skip activation and click Next. You can view the installation details, register to receive the latest product updates and patch notification, and install the latest version of Adobe® Acrobat® Reader®. Follow the on-screen instructions to complete the installation.
12 Rockwell Automation Publication FTVP-QS002K-EN-E - September 2020
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