RSBizWare™ BatchCampaign™
USER’S GUIDE
PUBLICATION BWCMP-UM009A-EN-P–August 2007
Supersedes Publication BWCMP-UM008A-EN-P
Contact Rockwell Customer Support Telephone — 1.440.646.3434
Online Support — http://www.rockwellautomation.com/support/
Copyright Notice © 2007 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA.
This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.
Trademark Notices Allen-Bradley, ControlLogix, eProcedure, FactoryTalk, Rockwell Automation, Rockwell Software, RSLinx, RSView, and the Rockwell Software logo, are registered trademarks of Rockwell Automation, Inc.
The following logos and products are trademarks of Rockwell Automation, Inc.:
RSBizWare, the RSBizWare logo, RSBizWare Batch, FactoryTalk Batch, RSBizWare BatchCampaign, RSBizWare BatchHistorian, FactoryTalk Historian Classic for Batch, RSBizWare Historian, FactoryTalk Historian Classic, RSBizWare MaterialTrack, and RSLoop Optimizer.
Any Rockwell software or hardware not mentioned here are also trademarks, registered or otherwise, of Rockwell Automation Technologies, Inc.
Other Trademarks ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, and Windows XP 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.
ControlNet is a registered trademark of ControlNet International.
DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA).
Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox Corporation. OLE for Process Control (OPC) is a registered trademark of the OPC Foundation.
Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation.
All other trademarks are the property of their respective holders and are hereby acknowledged.
Warranty This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.
This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.
Version: 9.00.00 (CPR 9)
Modified: September 19, 2007 4:58 pm
Contents
1 • Introducing RSBizWare BatchCampaign |
1 |
What’s New? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Product Name Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Common User Assistance Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 RSBizWare BatchCampaign Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Configuration requirements for Windows Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . . 5 Tested Third-party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 DEP settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Changing DEP settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Hardware DEP settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Where Can I Go For Help? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Reference the release notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Reference the User’s Guide (this book) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Reference the Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Get Phone Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Get Web Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Contact us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2 • Installing RSBizWare BatchCampaign |
11 |
Pre-Installation Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Install SQL Server 2005 (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Identify Batch Server Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Log On to Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Install FactoryTalk Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Install RSBizWare BatchCampaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Configure RSBizWare BatchCampaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Configure the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Add a FactoryTalk Batch Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3 • Implementing Security |
23 |
Configuring FactoryTalk Security for RSBizWare BatchCampaign. . . . . . . . . . . . . . 24 Opening RSBizWare BatchCampaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Logging on to RSBizWare BatchCampaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Configuring RSBizWare BatchCampaign Commands Using FactoryTalk Security. . 26 Configuring Security for RSBizWare BatchCampaign Commands. . . . . . . . . . . 27 Enabling User Confirmation for RSBizWare BatchCampaign Commands. . . . . 28 Communicating with the FactoryTalk Batch Server . . . . . . . . . . . . . . . . . . . . . . . . . . 31
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
4 • Using RSBizWare BatchCampaign |
33 |
Starting RSBizWare BatchCampaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 RSBizWare BatchCampaign User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Server Communication Status Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Configuring the RSBizWare BatchCampaign Database . . . . . . . . . . . . . . . . . . . . . . . 37 Data Link Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Working with Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Setting up Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Configuring Error Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Working with an HMI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5 • Working with Batches |
47 |
Adding a Batch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Filtering Recipes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Starting, Stopping, Aborting, and Deleting Batches . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Starting a Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Holding and Restarting a Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Stopping and Aborting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Deleting a Batch or a Campaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Buffered Batches and the Batch List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
6 • Working with Campaigns |
55 |
Adding a Campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Adding a Batch to an Existing Campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Adding an Unrelated Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Starting, Stopping, Aborting, and Deleting Campaigns. . . . . . . . . . . . . . . . . . . . . . . . 60
Starting a Campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Holding and Restarting a Campaign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Stopping and Aborting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Deleting a Campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Filtering Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
A• RSBizWare BatchCampaign Database |
63 |
How is the RSBizWare BatchCampaign Database Different from the |
|
FactoryTalk Batch Recipe Database?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
63 |
BatchCampaign Database Schema. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . |
63 |
Index |
v |
iv
1 Introducing RSBizWare BatchCampaign
Welcome to RSBizWare™ BatchCampaign™, the application that makes batch campaign
management fast and simple. BatchCampaign allows you to execute your production schedules quickly and easily, thus increasing productivity and reducing errors.
BatchCampaign is a 32-bit Windows®-based software application from Rockwell Automation, Inc. that creates and manages campaigns. A campaign is defined as a connected series of operations designed to bring about a particular result, such as meeting a production order request or fulfilling a customer order. A campaign may consist of one or more batches and is designed to manage and execute the batches according to your specified scheduling requirements.
BatchCampaign is tightly integrated with the FactoryTalk® Batch suite, providing complete control of batch-based production runs. Using a straightforward user interface, production requirements are entered, and BatchCampaign translates the information into either a single batch or complete campaign runs. BatchCampaign has a variety of triggers for batch execution, allowing you to choose the method that will best fit your production requirements.
This chapter includes:
What’s New?
RSBizWare BatchCampaign Features
System requirements
What’s New?
The following new features or enhancements have been added to BatchCampaign for this release:
Product Name Changes
Several product names have been changed. The products that directly affect
BatchCampaign are:
RSBizWare Batch (also known as RSBatch) has changed to FactoryTalk Batch
RSMACC has changed to FactoryTalk AssetCentre
FactoryTalk Automation Platform has changed to FactoryTalk Services Platform
RSAssetSecurity has changed to FactoryTalk Security
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
Common User Assistance Folder
Starting with version 9.0, all Rockwell applications will install their user assistance files (online help, user documentation PDF files, and release notes) in a common folder located at \Program Files\Common Files\Rockwell\Help. This gives you one central location to find information and allows interaction between different products’ user assistance files.
The BatchCampaign online help files will no longer be stored in the \Program Files\Rockwell Software\BatchCampaign\Help folder. The first Rockwell Automation, Inc. product installed on a computer creates the common folder. When a product is uninstalled, the user assistance associated with that application are also removed, but the \Help folder is not removed unless the product being uninstalled is the last Rockwell Automation product on the computer. The last Rockwell Automation product removed from the computer removes the common folder and all remaining user assistance files.
RSBizWare BatchCampaign Features
Flexible batch/campaign creation
Add individual batches – you can specify the size of each batch in the campaign.
Create campaigns with multiple batches – you can automatically generate the campaign of batches using the quantity/size or a value in between that is applied to all batches in the campaign.
Human interface Allows you to dynamically view the state of FactoryTalk Batch Servers and their associated batches and campaigns. The user interface also allows you to start, stop, abort, hold, and restart an individual batch in the campaign.
Flexible batch execution Gives you complete flexibility in how you run your process. You can choose to execute campaigns automatically from BatchCampaign, or have the FactoryTalk Batch View or ActiveX® controls as the primary interface for executing and commanding batches. Using either of these methods, you can:
Start each batch individually.
Start all the batches in the campaign simultaneously.
Automatic batch execution
You can configure a start trigger, which starts a batch or campaign automatically at a predetermined time.
You can configure batches to start immediately.
You can configure start triggers, which automatically start the next batch in a campaign upon completion of the currently executing batch.
2
1 • Introducing RSBizWare BatchCampaign
• • • • •
Multi-server capability Allows BatchCampaign to work with multiple FactoryTalk Batch Servers, and start batches/campaigns on one server based upon state (complete, started, etc.) of a batch/campaign on another server.
State transitions The batches can easily be started, stopped, held, restarted, and aborted.
Batch list population Adds batches to the FactoryTalk Batch Server according to the specified number of batches that operators should be able to see on the batch list at any time. As an example, if there were 15 batches in a given campaign, the Batch List Count is configured for 5, and there are already 5 or more completed, aborted, or stopped batches on the Server’s Batch list, then some of these batches must be removed from the batch list before new batches will be automatically moved from the campaign onto the FactoryTalk Batch View list.
Campaign and Batch ID configuration capability Gives you the ability to specify a user algorithm for generating campaign and batch ID. A default algorithm is provided that generates a batch ID based upon current date and time.
Unit Binding Unit classes can be bound from the BatchCampaign Human Interface.
Security You may choose to require a logon and password protection for access to the BatchCampaign interface.
System requirements
This section presents the minimum and recommended system requirements to successfully install and run RSBizWare BatchCampaign.
These requirements assume that no other applications will be running on the computer, unless listed in the “Tested Third-Party Software” section.
A CD-ROM drive is required for software installation.
Ensure that all selected hardware is on the Microsoft® Windows™ Server 2003 Service Pack 1, Standard Edition, Windows Server 2003 RS2 Standard Edition (recommended) or Windows XP™ Professional Service Pack 2 compatibility list. Systems that do not meet the minimum requirements for the version of software being used are not covered under warranty.
The FactoryTalk Batch Server computer cannot be configured as a:
Domain Controller
DHCP Server
WINS Server
RAS Server
DNS Server
Master Browser
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
Replication cannot be enabled on the FactoryTalk Batch Server computer.
Install FactoryTalk Batch software on an NTFS formatted hard drive, as Windows Server 2003 security features are available only for drives formatted to use NTFS.
FactoryTalk Batch cannot be loaded and run on a PDC.
Version 9.0 of the FactoryTalk Batch clients must be installed on the same computer as BatchCampaign.
The following is a list of the hardware and software required to install RSBizWare BatchCampaign. The minimum requirements are listed as normal text and the recommended requirements are listed as Bold Italic text.
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Server |
Client |
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Computer |
1.2 GHz Pentium processor or greater, |
1.2 GHz Pentium processor or greater |
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including hyper-threading models |
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Memory |
512 MB RAM |
256 MB RAM |
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(1 GB RAM recommended) |
(512 MB RAM recommended) |
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Available Hard |
4 GB |
2 GB |
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Disk Space |
(8 GB recommended) |
(4 GB recommended) |
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Hard Disk Format |
NTFS |
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Disk Drive(s) |
CD-ROM drive and a hard disk (SCSI or faster) |
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256-color VGA and 800x600 minimum resolution |
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Monitor |
(SVGA TrueColor with 2 MB of video RAM and 1024x768 resolution |
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recommended) |
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Mouse |
Microsoft Mouse, Microsoft IntelliMouse® or compatible pointing device |
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Operating System |
Windows Server 2003 R2 Standard |
Windows Server 2003 R2 Standard |
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Edition* |
Edition* or Windows XP Professional, |
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Service Pack 2* |
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Internet Explorer 6.0, Service Pack 1 |
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English (United States) |
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Network |
10 Megabit or faster Ethernet card, network cable |
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Network Protocol |
TCP/IP |
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4
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1 • Introducing RSBizWare BatchCampaign |
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Server |
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Client |
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Other Software |
RSBizWare BatchCampaign is not warranted to run with any other third-party |
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software installed on the same PC, unless otherwise stated in writing by |
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Rockwell Automation. |
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Backup |
Removable media device such as a CD-RW drive, etc. |
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* Windows Server 2003 SP1 Standard Edition is also supported.
Configuration requirements for Windows Server 2003
RSBizWare BatchCampaign version 9.0 requires a specific configuration of the Microsoft Windows Server 2003 R2 Standard Edition operating system.
• • • • •
RSBizWare BatchCampaign version 9.0 is supported in U.S. English only. You must install the corresponding language version of Windows Server 2003 R2 Standard Edition or Windows XP Professional, Service Pack 2, to ensure proper operation of BatchCampaign. Modifying regional settings is not supported.
The only configurations that are tested, and therefore warranteed, by Rockwell Automation are as follows:
Component |
Version and Requirements |
Servers
Microsoft Windows Server 2003 R2 Standard Edition*
Internet Explorer 6.0, Service Pack 1
• Install the operating system using the default selections
Operating Clients
System
Microsoft Windows Server 2003 R2 Standard Edition* or Windows XP Professional, Service Pack 2
Internet Explorer 6.0, Service Pack 1
Install the operating system using the default selections with the following exception:
• Select Personal Web Manager or select the Internet Information Server [IIS]
*Windows Server 2003 SP1 Standard Edition is also supported.
It is highly recommended that you use the default installation directories for all components. The application, test suite, and associated documentation assume default directories are used. Extensive unit and system testing by Rockwell Automation ensures that all components function as one solution after the application is configured.
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
OTHER
FactoryTalk Batch and any associated requirements (sold separately) 3.5" floppy disk drive
CD-ROM drive
SCSI or EIDE hard disk
Any Windows-compliant pointing device
Tested Third-Party Software
Microsoft
Internet Explorer 6.0, Service Pack 1
Excel XP, Service Pack 2
Word XP, Service Pack 2
PowerPoint XP, Service Pack 2
Access XP, Service Pack 2
Visual Basic 6.0, Service Pack 6
SQL Server 2005, Service Pack 2 (English version only)
Oracle
Oracle 9i
Adobe
Acrobat Reader 8.1
Rockwell Software
FactoryTalk Activation, 3.0
FactoryTalk Services Platform, 2.10
RSLinx Classic 2.52.00
RSLinx Enterprise 5.00.00
RSView32 7.20.00
FactoryTalk View SE 4.00.00
RSLogix 5000 v. 16
6
1 • Introducing RSBizWare BatchCampaign
• • • • •
Anti-Virus software
All Rockwell Software products in this release have been tested using the latest anti-virus software. For more detailed information, refer to Rockwell Knowledgebase technical note ID 35330 (you may be required to log into the Knowledgebase before you can view the information)
DEP settings
Data Execution Prevention (DEP) is a security feature that is supported by both hardware and software and intended to prevent the execution of malicious code in the Microsoft Windows XP (Service Pack 2) and Microsoft Windows Server 2003 (Service Pack 1 and R2) operating systems.
The DEP settings determine which applications and components are covered by DEP protection. They apply to both hardware-supported and software DEP features. On computers with the necessary hardware capabilities, hardware-supported DEP features are enabled for the same set of applications and components as the software DEP features. The following table explains the possible DEP settings and if those settings are supported by Rockwell Software products.
Rockwell Software recommends that you use the default DEP settings unless you have a specific reason to change them.
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Supported by Rockwell |
DEP Setting |
Description |
Software Products? |
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AlwaysOn |
Full DEP protection for the entire system (all applications |
No |
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and components, no exceptions). |
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OptIn |
DEP-enabled only for Windows system components and |
Yes |
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for applications that explicitly “opt in”. This is the default |
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setting for Microsoft Windows XP (Service Pack 2). |
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OptOut |
DEP-enabled for all processes except those that explicitly |
Yes |
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“opt out”. This is the default setting for Microsoft Windows |
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Server 2003 (Service Pack 1 and R2). |
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AlwaysOff |
DEP protection is disabled for the entire system (all |
Yes |
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applications and components, no exceptions).* |
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*Rockwell Automation does not recommend using this setting since it will make your system more vulnerable to malicious code.
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
Changing DEP settings
To change the DEP settings, select Control Panel > System > Advanced > Performance Settings > Data Execution Prevention. The Turn on DEP for essential Windows programs and services only setting corresponds to the OptIn setting and the Turn on DEP for all programs and services except those I select setting corresponds to the
OptOut setting.
You must be an administrator of your computer to change these settings.
You must reboot the computer for the DEP setting changes to take effect.
Hardware DEP settings
Hardware DEP uses the processor to mark memory so that code cannot be executed from data regions. When code attempts to execute in these marked areas, the processor generates an exception. If you are using Microsoft Windows XP (Service Pack 2) or Microsoft Windows Server 2003 (Service Pack 1 and R2) operating systems, the offending program is terminated. Hardware DEP is also enabled as the factory default setting. This feature is turned on or off in the computer BIOS settings.
To determine if your hardware supports DEP, refer to the hardware manual or contact your hardware manufacturer.
For additional information, see the Microsoft Knowledgebase article at: http:// support.microsoft.com/kb/875352.
Where Can I Go For Help?
Our commitment to your success starts with the suite of learning aids and assistance we provide with the RSBizWare BatchCampaign product. Consult the following resources for additional information:
Reference the release notes
The electronic release notes provide a list of the hardware and software that are necessary to use BatchCampaign effectively and a list of known issues, issue fixes, and new features that are available in the current release of the software. The release notes are available from the RSBizWare BatchCampaign software installation CD-ROM and from within the online help system in the BatchCampaign client.
Reference the User’s Guide (this book)
The BatchCampaign User’s Guide is designed to help you understand how to access and use BatchCampaign. The User’s Guide is focused on the end-user functions of the
8
1 • Introducing RSBizWare BatchCampaign
• • • • •
application. A printed copy of the User’s Guide is distributed in the box with the product software and an electronic copy of the guide is available from the RSBizWare BatchCampaign software installation CD-ROM.
Reference the Online Help
The online help provides general overview information and step-by-step procedures for working with all of the features in BatchCampaign. To view online help from the BatchCampaign Client:
Select Contents from the Help menu.
Click the Help button on the toolbar.
Press F1.
Get Phone Support
Rockwell Automation, Inc.’s support team of outstanding professionals provides topnotch technical support—monitoring and tracking your experience with our products to pave the road to your success in understanding and improving your factory performance.
Rockwell Automation, Inc. provides full support for the entire FactoryTalk Batch suite of products, which include FactoryTalk Batch and BatchCampaign. Questions concerning installation and the use of the software are handled by the Rockwell Automation Customer Support Center, staffed Monday through Friday—except U.S. holidays—from 8 AM to 5 PM Eastern time zone for calls originating within the U.S. and Canada.
To reach the Customer Support Center, call 440-646-3434 and follow the prompts. For calls originating outside the U.S./Canada, locate the number in your country by visiting rockwellautomation.com/support/ and selecting the Phone/On-site link. A list will be presented from which you can locate the number to call in your country.
WHEN YOU CALL
When you call, you should be at your computer and prepared to give the following information:
the product serial number and version number, which can be found in the client software by selecting Help > About
the type of hardware you are using
the exact wording of any errors or 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 attempted to solve the problem
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
Get Web Support
In addition to phone support, the Rockwell Automation Customer Support Center offers extensive online knowledgebases of tech notes and frequently asked questions for support of non-urgent issues. These databases are updated daily by our support specialists.
To receive regular e-mail messages with links to the latest tech notes, software updates, and firmware updates for the products that are of interest to you or to submit an online support request, visit rockwellautomation.com/support/ and select the Online link.
Contact us
We strive to help all of our customers become successful in their manufacturing improvement efforts. Toward this objective, we invite you to contact your local representative or Rockwell Automation, Inc. at any time that we may be of service to you.
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3 Installing RSBizWare BatchCampaign
There are setup procedures that must be completed before and after you install RSBizWare™ BatchCampaign™. To define the installation process, the installation is divided into the following three categories:
Pre-Installation Procedures
Install RSBizWare BatchCampaign
Configure RSBizWare BatchCampaign
Use the following checklist when installing RSBizWare BatchCampaign.
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Install FactoryTalk Batch 9.0 (client |
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Installation or Upgrade Guide for instructions if |
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Install Microsoft SQL Server 2005 |
Install if recipes are stored in RDB format. |
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Identify Server Name |
Identify the name of the computer where the |
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Log on to Windows |
Log on with Administrator privileges. |
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FactoryTalk Activation is used for licensing and |
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Install FactoryTalk Activation |
FactoryTalk Batch client. Since the FactoryTalk |
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BatchCampaign, this step should already be |
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Install BatchCampaign 9.0 |
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Install BatchCampaign |
Install BatchCampaign. |
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Configure BatchCampaign |
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Configure the Database |
Configure the database used by BatchCampaign. |
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Add a Server |
Add from 1 to 10 FactoryTalk Batch Servers. |
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
Pre-Installation Procedures
The following instructions assume that the FactoryTalk Batch client components have already been installed, and that at least one FactoryTalk Batch Server has been installed (not necessarily on the same computer). You must have administrative privileges on the target computer to install BatchCampaign. Before installing BatchCampaign, complete the following:
Install SQL Server 2005 (Optional)
If you are planning on storing recipes in RDB format, install Microsoft SQL Server 2005, Service Pack 1. SQL Server 2005 services must be running during the installation process.
Restart the computer after the SQL Server installation is complete.
Identify Batch Server Name
The setup program prompts you for the domain level user account and password asks for the computer name where the FactoryTalk Batch Server is installed.
Log On to Windows
Log on to Windows® Server 2003 R2, Standard Edition or Windows XP Service Pack 2 with administrator privileges. Close any open applications.
Install FactoryTalk Activation
FactoryTalk Activation must be installed prior to installing the FactoryTalk Batch software. Therefore, the following section assumes that both FactoryTalk Activation and the FactoryTalk Batch Server are installed and that you have obtained an activation code for BatchCampaign.
The FactoryTalk Activation Server must be installed on the same network or on the same computer as the FactoryTalk Batch Server. Each Batch Server computer must have the FactoryTalk Activation Client installed for license validation to occur.
Refer to the Activate Rockwell Software Products brochure, located in your software package. RSBizWare BatchCampaign uses concurrent activation.
Install RSBizWare BatchCampaign
These instructions assume that you are installing RSBizWare BatchCampaign on a computer networked with other client computers and that you are installing BatchCampaign on the same computer as the Batch client components. You can exit
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3 • Installing RSBizWare BatchCampaign
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installation at any time by clicking the Cancel button. Before you begin the installation, complete all the pre-installation procedures.
The following steps assume that FactoryTalk Activation was installed before the Batch Server. If you find that you do need to install FactoryTalk Activation, please refer to the Activate Rockwell Software Products brochure, located in your product package, for instructions.
1.Insert the installation CD into the CD-ROM drive. The CD has the Autorun feature enabled so the installation process starts automatically. The RSBizWare Welcome dialog box opens.
2.Click Install RSBizWare BatchCampaign. The RSBizWare BatchCampaign Install Disk dialog box opens.
To start the installation process manually, click the Start button, and then select Run. In the Run dialog box, type d:\setup (where d is the drive letter for the CD-ROM drive), and then click OK.
If the installation program detects an existing FactoryTalk Batch installation, it may give you the option of modifying or repairing the current installation. Do not select Repair or Modify - these are not supported options. You must remove the existing version of the software before installing the upgrade.
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
3.In the RSBizWare BatchCampaign Install Disk dialog box, click Install RSBizWare BatchCampaign. The RSBizWare BatchCampaign - InstallShield Wizard opens. Click Next.
4.In the License Agreement dialog box, select I accept the terms in the license agreement.
5.Click Next. The FactoryTalk Directory Selection dialog box opens.
6.Select which FactoryTalk directory you want to use to control the BatchCampaign components: Local or Network (for more information about the FactoryTalk directories, click Help).
7.Click Next. The Customer Information dialog box opens.
8.Type your User Name and Organization. Click Next.
9.In the Custom Setup dialog box, accept the default BatchCampaign configuration. Verify that there is enough space on the selected install path, and then click Next. If
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3 • Installing RSBizWare BatchCampaign
you do not have enough space, perform step 7. If you do have enough space, skip to step 8.
The default installation directory is C:\Program Files\Rockwell Software\. To set a different directory, click the Change button, select the desired directory, and then click OK.
10.Click the Space button to see if there is enough disk space to install the selected options. The Disk Space Requirements dialog box opens. If there is not adequate space, the drive is highlighted. Click OK.
11.Click Next.
12.Click Install to begin the installation.
13.When prompted, click Finish.
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
Configure RSBizWare BatchCampaign
The first time you run BatchCampaign, an Error! dialog box displays. This occurs because a server and database have not yet been configured for BatchCampaign.
1.Click the Start button, point to All Programs > Rockwell Software >FactoryTalk Batch Suite > BatchCampaign, and then select BatchCampaign.
2.Click OK to continue. BatchCampaign opens.
3.Click the Log In button, type a valid user name and password, and then click OK. (See “Logging on to RSBizWare BatchCampaign” for more information.)
Configure the Database
BatchCampaign stores configuration information and buffered batches in a Microsoft Access database (BatchCampaign.mdf) in its root folder. You do not need to install Microsoft SQL Server if you use this database. If SQL Server is part of your FactoryTalk Batch solution you can configure BatchCampaign to store its configuration information and buffered batches in a SQL database. You must specify the SQL Server and the name of the database prior to any other configuration or configure BatchCampaign to use the Access database.
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3 • Installing RSBizWare BatchCampaign
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1.Click the Properties and Settings button on the BatchCampaign toolbar. The Properties dialog box displays:
2.Select the Configure button. Click OK to acknowledge that the changes you make will not take place until BatchCampaign is restarted.
3.The Data Link Properties dialog box displays. It contains four tabs: Provider, Connection, Advanced, and All. Select the Provider tab if it is not already selected.
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RSBIZWARE BATCHCAMPAIGN USER’S GUIDE
4.On the Provider tab, select the database type you want to connect with from the OLE DB providers list. The provider you select will affect the options listed on the Connection tab. The most popular providers are:
Microsoft OLE DB Provider (preferred) for SQL Server – used by RSBizWare Batch 5.xx and higher (and FactoryTalk Batch 9.0 and higher) because it uses the SQL Server database for recipes. This provider is also the choice used for the BatchCampaign database, if SQL Server is installed. (See “Data Link Properties” for more information.)
Microsoft Jet 4.0 OLE DB Provider – used by the supplied Access database.
5.Select the applicable Microsoft OLE DB provider, and then click the Next button. The
Connection tab opens.
If you chose the Microsoft OLE DB provider for SQL Server as your provider your
Connection tab will look similar to this:
In this example, MasterRecipes is the selected database. This is the database used to store recipes if the “Store recipes as in a database” option is selected in the FactoryTalk Batch Equipment Editor. BatchCampaign will create the required tables in this database or any other database selected.
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