Rockwell Automation PlantPAx Display Reference Manual

Reference Manual

Original Instructions

Rockwell Automation Library of Process Objects:

Configuration and Usage

Version 4.0 or Later

IMPORTANT This manual applies to the Rockwell Automation Library of Process Objects version 4.0.

For Rockwell Automation Library of Process Objects version 5.0, see PROCES-RM200.

Important User Information

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 personal injury or death, property damage, or economic loss.

ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.

IMPORTANT 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.

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.

BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous temperatures.

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 for Personal Protective Equipment (PPE).

	Table of Contents
	Preface
	New and Updated Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. 7
	Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	8
	Chapter 1
How to Install the Library	Download the Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	9
	Using HMI and Controller Templates . . . . . . . . . . . . . . . . . . . . . . . . . .	10
	Import Logic into a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	10
	Import Visualization Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	13
	Import Images. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	13
	Import Global Object Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	15
	Import HMI Faceplates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	16
	Import the Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	17
	Import HMI Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	18
	Configure Your HMI Application for Language Switching . . . . . . .	23
	Process Library Language Switching. . . . . . . . . . . . . . . . . . . . . . . . .	23
	Configure Language Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	23
	Configure FactoryTalk View SE Clients . . . . . . . . . . . . . . . . . . . . .	24
	Configure FactoryTalk View ME Runtime Device . . . . . . . . . . .	24

Configure an HMI Template and

Security

Chapter 2

Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Download Template Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Observe the Template Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Explore Template Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Display and Alarm Hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Template Headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Navigation Utilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Alarm Annunciation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Customize an HMI Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Modify the Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Configure HMI Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Configure Object Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Configure Security Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Create User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Assign Security Codes to User Groups . . . . . . . . . . . . . . . . . . . . . . 78

Import Area-based HMI Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Create Area User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Create FactoryTalk Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Security Code Differences for FactoryTalk ME Groups . . . . . . . 95

Create an OWS Client File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

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Table of Contents

Common Configuration

Considerations

Chapter 3

Library Programming Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Ladder Diagram Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Prescan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Command Source Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Alarm Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Alarm with FactoryTalk Alarms and Events Server . . . . . . . . . . 111

Alarm with FactoryTalk View ME Software . . . . . . . . . . . . . . . . 118

Global Object Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

/X and /Y Positioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Maintain Library Releases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Customize the Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

	Chapter 4
Use the Process Library	Create a Logic Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	130
	Create an HMI Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	133
	Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	139
	Modify Navigation and Area Tags . . . . . . . . . . . . . . . . . . . . . . . . .	140
	Appendix A
Online Configuration Tool	Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	143
	Configure Parameters By Using a Spreadsheet . . . . . . . . . . . . . . . . . .	144
	Appendix B
PlantPAx Alarm Builder Tool	Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	147
	Build AE Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	148
	1. Select Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	149
	2. Associate HMI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	156
	3. Define HMI Alarm Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	162
	4. Organize Tags and HMI Displays (Optional). . . . . . . . . . . . .	163
	5. Build AE XML Import File . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	169
	6. Import XML File to AE Alarm Database . . . . . . . . . . . . . . . . .	173
	Build ME Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	178
	1. Select Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	178
	2. Associate HMI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	178
	3. Define HMI Alarm Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	179
	4. Organize Tags (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	179
	5. Build ME Alarms XML Import File . . . . . . . . . . . . . . . . . . . . .	179
	6. Import XML File to ME Alarm Database . . . . . . . . . . . . . . . .	182

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		Table of Contents
	Appendix C
Color Change Utility	Install Tool File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . 186
	Use the Utility with Library Objects . . . . . . . . . . . . . . . . . . . . . . .	. . . . 187
	Modifying the Color Palette. . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . 190
	Use the Utility with Other FactoryTalk View Software Files . .	. . . 191
	Appendix D
View Security Permission Tags	How Do I Access an Attachment? . . . . . . . . . . . . . . . . . . . . . .	. . . 193
	Index
	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . 195

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Table of Contents

Notes:

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Preface

New and Updated

Information

This manual describes how to build and use library components that comprise the Rockwell Automation® Library of Process Objects.

Procedures include how to customize HMI templates based on your system requirements. Step-by-step instructions guide you through how to apply and maintain HMI security depending on the responsibilities of plant personnel.

The appendix features associated productivity tools, such as the PlantPAx Configuration Tool for creating HMI alarms.

We recommend that you use this manual along with two additional references:

•PROCES-RM013 — Describes the logic per Library object

•PROCES-RM014 — Describes the display elements per Library object

This table contains the changes that are made to this revision.

Topic	Page
Build HMI template and configure security	25
Process Library security tag descriptions	193

IMPORTANT Process Library Security Information tags are attached to this PDF as a Microsoft Excel file. To access the Excel spreadsheet, click the paper clip icon in the left pane of the PDF. Procedures are documented on page 193.

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Preface

Additional Resources

These documents contain additional information concerning related products from Rockwell Automation.

Figure 1 - Additional Resources for Related Library Information

Resource	Description
Logix 5000™ Controllers Add-On Instructions Programming	Provides information for how to define, configure, and
Manual, publication 1756-PM010	program Add-On Instructions.
FactoryTalk® View SE Edition User Guide,	Provides details on how to use this software package to
publication VIEWSE-UM006	develop and run HMI applications that can involve
	multiple users and servers, which are distributed over a
	network.
FactoryTalk View Machine Edition User Guide,	Provides details on how to use this software package for
publication VIEWME-UM004	creating an automation application.
FactoryTalk Alarms and Events System Configuration Guide,	Provides details on how to install, configure, and use
publication FTAE-RM001	FactoryTalk Alarms and Events services as part of a
	FactoryTalk-enabled automation system.
PlantPAx® Distributed Control System Selection Guide,	Provides information to assist with equipment
publication PROCES-SG001	procurement for your PlantPAx system.
PlantPAx Distributed Control System Reference Manual,	Provides characterized recommendations for
publication PROCES-RM001	implementing your PlantPAx system.
PlantPAx Distributed Control System Infrastructure	Provides screen facsimiles and step-by-step procedures
Configuration, publication PROCES-UM001	to configure infrastructure components for your system
	requirements.
PlantPAx Distributed Control System Application	Provides the steps necessary to start development of
Configuration, publication PROCES-UM003	your PlantPAx Distributed Control System.
Rockwell Automation Library of Process Objects: Logic	Provides descriptions of the Add-On Instructions in the
Instructions, publication PROCES-RM013	Library and their parameters and local tags.
Rockwell Automation Library of Process Objects: HMI	Provides descriptions of the HMI visualization files for
Instructions, publication PROCES-RM014	all Add-On Instructions.

You can view or download publications at http://www.rockwellautomation.com/literature/. To order paper copies of technical documentation, contact your local Allen-Bradley® distributor or Rockwell Automation sales representative.

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Chapter 1

How to Install the Library

Download the Library

This chapter describes procedures for installing the HMI and controller elements that comprise the Rockwell Automation® Library of Process Objects. There are two methods:

•Use predefined application templates

•Import individual library objects

The following table lists the topics in this chapter.

Topic	Page
Download the Library	9
Using HMI and Controller Templates	10
Import Logic into a Project	10
Import Visualization Files	13
Configure Your HMI Application for Language Switching	23

For the latest compatible software information and to download the Rockwell Automation Library, see the Product Compatibility and Download Center at http://www.rockwellautomation.com/rockwellautomation/support/ pcdc.page.

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Chapter 1 How to Install the Library

Using HMI and Controller

Templates

Import Logic into a Project

Both controller and HMI templates are provided with the Rockwell Automation Library of Process Objects. These templates provide a starting point for building your PlantPAx® applications.

–The HMI templates are offered in various screen resolutions

to align with the most commonly used monitors. The templates have a framework inclusive of a FactoryTalk® Alarms and Events alarm banner.

See Chapter 2 for procedures on customizing an HMI template and configuring HMI security.

–The controller templates are provided in supported Logix firmware revisions. The templates provide a recommended task structure in preparation to import the Process Library Add-On Instructions and build the control strategies.

TIP The template ‘all’controller applications include all the Add-On Instructions. The ‘basic’application includes the most commonly used Add-On Instructions.

An Add-On Instruction is defined once in each controller project, and can be instantiated multiple times in your application code. To use pre-engineered logic, import each Add-On Instruction into a controller project.

Complete these steps.

1.In the Studio 5000 Logix Designer® application, open a new or existing project.

IMPORTANT Add-On Instruction definitions can be imported, but not updated, online.

2.Right-click the Add-On Instructions folder in the Controller Organizer and choose Import Add-On Instruction.

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How to Install the Library	Chapter 1

The Import Add-On Instruction dialog box appears. 3. Select the Add-On Instruction and click Import.

TIP The P_CmdSrc, P_Alarm, and P_Gate Add-On Instructions are used within many of the other instructions. We recommend that you import these three instructions first.

Some Add-On Instructions are provided in RUNG import files.

TIP If a RUNG import file is provided, import the rung into a ladder diagram routine to get all required additional tags, data types, and message configurations.

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Chapter 1 How to Install the Library

4. On the Import Configuration dialog box, click OK.

5.Once the import is complete, the Add-On Instructions are visible in the Controller Organizer.

IMPORTANT See page 70 for procedures on how to change the size of the STRING-Area string data type after importing the first Add-On Instruction.

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		How to Install the Library Chapter 1
Import Visualization Files	Each Add-On Instruction has associated visualization files that provide a
	common user interface. You must import these files in the following order:
	•	Images (.png files)
	•	Global objects (.ggfx file type)
	•	HMI faceplates (.gfx file type)
	•	Tags (.csv file type)
	•	Macros (FactoryTalk View SE software only) (.mcr file type)
	A global object is an HMI display element that is created once and referenced
	multiple times on multiple displays in an application. When changes are made
	to the original (base) object, the instantiated copies (reference objects) are
	automatically updated. Use of global objects, with tag structures in the
	ControlLogix® system, aid in consistency and save time engineering.
	The import procedures in this section are to be followed in the sequence as
	documented to add the visualization files to your project.
	Import Images
	Complete these steps to use the common icons for the global objects and
	faceplates for all Process objects.
	1.	In your FactoryTalk View SE or ME software (depending on which one
		you are using), click the ‘+’ to open the Graphics folder.

2.Right-click Images and choose Add Component Into Application. The Add Component Into Project dialog box appears.

3.Browse to your downloaded Rockwell Automation library files.

4.Click the graphics folder.

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Chapter 1 How to Install the Library

5. Click the Images folder.

IMPORTANT Change the path to the image folder and the file type

to PNG. PNG files provide more control with color transparency.

6.Click the pull-down menu (as circled) and select a file type. For example, PNG Images (*.png)

7.To highlight all .png files, press Ctrl-A.

8.Click Open to import the images.

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How to Install the Library	Chapter 1

Import Global Object Files

Global objects serve two purposes:

•Faceplate objects files contain common elements that are used to build faceplate displays.

•Graphics Library files contain device symbols that you can use to build your application displays. Click the symbol to open the corresponding faceplate display.

Complete these steps to import global objects.

1.Right-click Global Objects and choose Add Component Into Application.

The Add Component Into Project dialog box appears.

2.Browse to your downloaded Rockwell Automation Library files.

3.Click the Graphics folder.

4.Click the FactoryTalk View SE or FactoryTalk View ME folder depending on your application.

5.Click the Global Objects folder.

6.To highlight all global object (.ggfx) files, press Ctrl-A.

7.Click Open to import the objects.

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Chapter 1 How to Install the Library

Import HMI Faceplates

Faceplates provide operators, maintenance workers, engineers, and others with visual components to enable interaction with instrument data. Complete these steps to import faceplates.

1. Right-click Displays and choose Add Component Into Application.

The Add Component Into Project dialog box appears.

2.Browse to your downloaded Rockwell Automation library files.

3.Click the graphics folder.

4.Click the FactoryTalk View SE or FactoryTalk View ME folders depending on your application.

5.Click the GFX folder.

6.Click only the displays that you need; do not import all of them.

IMPORTANT To select multiple display files after the initial file selection, press and hold the Ctrl key while selecting additional files.

The highlighted example with P_AIn shows that each Add-On Instruction requires a Faceplate.gfx, Help.gfx, and Quick.gfx. Most motors, valves, and other devices need displays for Command Source Configuration and Help and Alarm Configuration and Help.

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How to Install the Library	Chapter 1

See the Rockwell Automation Library of Process Objects: HMI Instructions, publication PROCES-RM014 for a list of required .gfx files.

7.For FactoryTalk View SE applications, also import the Common Analog Edit display.

Import the Macros

These instructions are for FactoryTalk View SE projects only. Macros must be imported to support faceplate-to-faceplate navigation by tag name.

Complete these steps to import macros.

1. Right-click Macro and select Add Component Into Application.

2.Press Ctrl-A to select all.

3.Click Open.

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Chapter 1 How to Install the Library

Import HMI Tags

Complete these steps to import HMI tags.

1.From the Tools pull-down menu, choose Tag Import and Export Wizard.

The Tag Import and Export Wizard dialog box appears.

2.From the Operation pull-down menu, choose Import FactoryTalk View tag CSV files and click Next.

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How to Install the Library	Chapter 1

The Tag Import and Export Wizard dialog box reappears with a blank

Project text box.

3.From the Project text box, click Browse (…) and select the .med project file that you want the HMI tags imported into and click Open.

The Tag Import and Export Wizard dialog box reappears with the .med file in the Project text box.

4. Click Next.

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Chapter 1 How to Install the Library

The Tag Import and Export Wizard dialog box reappears with a blank text box.

5.From the Import files text box, click Browse (…) and select the .csv file that is contained within the downloaded Library zipped file.

6.Click Open.

The Tag Import and Export Wizard dialog box reappears with the selected .CSV file.

7. Click Next.

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How to Install the Library	Chapter 1

The Tag Import and Export Wizard dialog box reappears.

8.Use the Skip existing (fastest) option and click Next. The Tag Import and Export Wizard dialog box reappears.

9. Click Finish to import the HMI files.

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Chapter 1 How to Install the Library

The FactoryTalk View - Database Import dialog box appears with the information that the import is complete.

10.To close the window and complete the import, click the ‘X’ in the upper right corner of the window.

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How to Install the Library	Chapter 1

Configure Your HMI Application for Language Switching

Process Library Language Switching

FactoryTalk View language switching provides the ability to configure multiple languages for an application and switch them dynamically at runtime.

The static strings that are used in the Rockwell Automation Library of Process Objects (Process Library) graphic elements have been designed to use the native FactoryTalk View Language Switching feature. This feature gives operators the ability to switch between languages in one application at runtime.

FactoryTalk View SE/ME Clients can run in any of the languages that an application supports. In a network distributed application, multiple clients can run in different languages simultaneously.

Translated versions of the Process Library static strings (distributed with the Process Library in the /Files/Translations folder) can be imported via the FactoryTalk View Studio Language Configuration dialog box. See Configure Language Switching on page 23 for a summary of the steps necessary to incorporate language switching in your applications.

For more information and details about language switching, see the following FactoryTalk View publications:

•FactoryTalk View Site Edition User Guide, publication VIEWSE-UM006

•FactoryTalk View Machine Edition User Guide, publication VIEWME-UM004

Configure Language Switching

Complete these steps to configure language switching for an application:

1. Install the Windows languages that the application is going to use.

IMPORTANT Windows locale formatting determines how the application shows time, date, and floating point values at design time and runtime. When the application language is switched, the Windows locale settings for the new language are used even if that language has not been installed. You do not need to edit the default locale settings.

2.Create, open, or import the application in the language of your choice.

3.Add additional languages to your application.

IMPORTANT Static strings with undefined translations are shown with question mark '?' characters at runtime. Set en-US as your default English application language and choose the option to 'display undefined strings in the default language.'

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Chapter 1 How to Install the Library

4.Import Process Library graphic elements.

5.Import Process Library translated text strings for each of the desired languages.

6.To provide operators with a mechanism to switch between the application languages at runtime, use the Process Library Language Switch Global Objects in your application.

The Language Switch global objects are on the (RA-FRAME) Standard Objects.ggfx display for FactoryTalk View SE and (RA- FRAME-ME) Standard Objects.ggfx display for FactoryTalk View ME software.

Configure FactoryTalk View SE Clients

Complete these steps to configure FactoryTalk View SE clients:

1.On client computers, install the Windows languages that the application supports.

2.In client setup files, specify an initial language for the client to run.

Configure FactoryTalk View ME Runtime Device

Complete these steps to configure FactoryTalk ME runtime device:

1.For applications that are going to run on a personal computer, install the Windows languages that the application is going to use.

2.For applications that are going to run on a PanelView™ Plus or PanelView Plus CE terminal, configure the fonts that the application is going to use.

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Chapter 2

Configure an HMI Template and Security

A flexible, configurable template is available to provide a starting point for creating and developing an HMI application. The template supports Full HD displays and multi-monitors, which align with PlantPAx® system best practices.

This chapter has two important subsections:

•Customize a template, starting on page 37

•Configuring HMI security, page 69

We encourage you to review the template features before implementing displays and alarms on a single or four-monitor workstation (as shown).

Considerations

Before you complete tasks in this chapter, we suggest that you do the following:

•Determine the number of HMI, data, and alarm and event servers to be used where they are hosted

•Make sure that PASS servers are installed and available

•Review system server configurations as described in the PlantPAx Distributed Control System Infrastructure Configuration User Manual, publication PROCES-UM001

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Chapter 2 Configure an HMI Template and Security

The following table lists the topics in this chapter.

Topic	Page
Download Template Files	26
Explore Template Features	28
Customize an HMI Template	37
Configure HMI Security	69
Create an OWS Client File	96

Download Template Files

The Process Library zip file contains a template folder that can be downloaded from the Product Compatibility and Download Center (PCDC). Click http://www.rockwellautomation.com/rockwellautomation/support/ downloads.page to access the PCDC.

Double-click the Files folder and choose the Template folder. There are FTView (HMI) Templates and Logix (controller) Templates.

The FTView folder includes these HMI templates:

•FTVSE_xx(1)_x_Template_ProcessLib_x_x_xx.apa – Provides faceplates, global objects, images, and macros for the current version of the Process Library FactoryTalk® View SE

•FTVSE_xx(1)_x_P2fQuickStart_x_x_xx.apa – Sample ‘P2fTemplate’ includes framework displays for headers, button bars, alarming, and overview displays for single monitor (1 Mon) and four monitors

(4 Mon).

IMPORTANT For most systems, you load the HMI template on the PASS server by using the Engineering workstation (EWS). Your system data is viewed on the Operator workstation (OWS).

Template resolution is 1920 x 1080, Full HD.

(1) ‘x’refers to the latest version of Microsoft Windows and software version of FactoryTalk View.

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Configure an HMI Template and Security	Chapter 2

Observe the Template Structure

The example tree diagram shows the HMI template structure.

The displays that are included in the template have the following naming structure:

•(FRAME) is a prefix that is used

on items that are intended only to be used as is with minimum customization.

•P2f is a unique template identifier. This prefix identifies the template that

is being applied and the files that are part of the template.

•Template is used to identify a template that can be copied multiple times to create application-specific content. If the word 'Template' is omitted, the file is not a template display. The rest of the name is a brief description of the display file. We suggest that these names be similar across templates.

•Macros configure the initial display structure during runtime. The Startup macros open the framework files in the orientation intended.

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Explore Template Features	This section describes features of the HMI template. To access the template,
	see Download Template Files on page 26.
	We suggest you familiarize yourself with these features to enhance productivity
	with your template, which includes the following:
	•	Basic display layout
	•	Navigation
	•	Alarm annunciation
	• FactoryTalk View Alarm and Event displays

The template supports both singleand four-monitor configurations, as shown in the illustrations.

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Configure an HMI Template and Security	Chapter 2

Display and Alarm Hierarchy

The HMI template requires that displays and alarms be organized in a specific hierarchy. There are four levels that are used in the display and alarm hierarchy, each level providing more detail than the previous level.

Figure 2 - Example of HMI Template Hierarchy

Level 1 displays are high-level overviews. These displays provide an overview that can be assimilated quickly, provides clear indication of current performance, and immediately highlights anything that needs the attention of a viewer.

Level 2 displays are the main displays for users to perform their tasks. They contain information and control required to perform most user tasks. We recommend that you create these displays first.

Level 3 displays contain more detail and controls. These displays show details of subunits, individual equipment items, components, and related controls and indications. The displays are used for detailed investigations and interventions, and for troubleshooting or manipulating items not accessible from Level 2 displays.

Level 4 displays provide the most detail of subsystems, individual sensors, or components. A faceplate is a type of level 4 display.

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Level 1 Overview Display

The Level 1 Overview Display provides clear indication of current performance at a high level, and highlights anything that needs your attention. Control is not to be performed from this display.

Global objects have been developed that can be used on the Overview Display to annunciate alarms. The global objects are on the (RA-FRAME) Alarm Objects global object display.

Level 2 and 3 Displays

The template display can be used to configure level 2 and 3 displays. Level 2 displays are the main displays to perform tasks. Level 3 displays are used when additional detail or controls are required.

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