Rockwell Automation Studio 5000 User Manual

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Studio 5000 View Designer User Manual

Publication 9324-UM001D-EN-D

Studio 5000 View Designer User Manual

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

IMPORTANT

for Personal Protective Equipment (PPE).

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

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.

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

2 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Topic Name

Reason

Alarm History Large on page 450

New topic.

Alarm History Medium on page 452

New topic.

select a Screen Scaling option on page 61

Details pane rows on page 334

Added information regarding Alarm History.

page 354

on page 356

table on page 355

Image on page 467

Added ImageName property.

the System Banner on page 101

Alarm table filters on page 370

Added information regarding Alarm History.

Filter alarms on page 851

Added information regarding Alarm History.

log export.

What is an event? on page 277

Added information regarding alarm history export.

on page 918

Summary of changes

This manual includes new and updated information. Use these reference tables to locate changed information.

Global changes

None for this release.

New or enhanced features

This table contains a list of topics changed in this version, the reason for the change, and a link to the topic that contains the changed information.

Change the target HMI device for a project and

Application tab on page 59 Added keyboard and keypad size information. Alarm History on page 353 New topic. Alarm History contents for a large HMI device

screen on page 357 Alarm History contents for a medium HMI

device screen on page 358 Alarm History table columns on page 359 New topic. Alarm History table columns on page 834 New topic.

Add a column to an Alarm History table on

Delete a column from an Alarm History table

Change the order of columns in Alarm History

Change the width of a column in an Alarm History table on page 354

Change the update rate of a screen, popup, or

Added keyboard and keypad size information.

New topic.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 3

Event commands on page 259 Added information regarding alarm history export and data

System tags: Alarms on page 686 Added information regarding alarm history export.

Unable to download or upload the HMI project

Draw an arc on page 412 New topic.

New topic.

Studio5000 environment_View Designer

Topic Name

Reason

ProjectEvents and SMTP.

System tags: Alarms on page 686

Added information regarding alarm history export.

System tags: DataLogs on page 688

New topic.

System tags: ProjectEvents on page 692

New topic.

System tags: SMTP on page 693

New topic.

Export alarm history on page 868

New topic.

870

Export a data log on page 877

Updated information regarding data log export.

Cancel the export of a data log on page 879

Updated information regarding data log export.

page 272

Cannot export data to SD card on page 910

Added a solution.

Alarms overview on page 313

Added information regarding Alarm History.

852

Help popup for alarm tables on page 337

Added information regarding Alarm History.

Help popup for alarm tables on page 845

Added information regarding Alarm History.

Help popup on page 844

Added information regarding Alarm History.

Navigation menu contents on page 302

Added information regarding Alarm History.

page 237

number of states.

page 239

number of states.

Alarm history retention on page 838

New topic.

Alarm history file on page 871

New topic.

Change the value of a filter on page 368

Added information regarding Alarm History.

Sort alarms on page 850

Added information regarding Alarm History.

What are system tags? on page 685 Added information for Alarms, Auto-Logoff, Data Logs,

System tags: AutoLogoff on page 687 New topic.

Cancel the export of alarm history on page

Add an event command to export a data log on

New topic.

Updated information regarding data log export.

Settings screen on page 782 Updated information regarding data log export. What is the Settings screen? on page 86 Updated information regarding data log and alarm history

export.

System Banner contents on page 772 Updated information regarding data log and alarm history

export.

View the default content of a project on page

Filter Alarm History by Event Time on page

Added information regarding Alarm History.

New topic.

Predefined Screens folder on page 85 Added information regarding Alarm History.

4 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Configure an animation using a State Table on

Configure an animation using a Color Table on

Added information regarding the maximum supported

Resource

Description

http://ab.rockwellautomation.com

and other certification details.

2713P-UM001

troubleshoot the PanelView 5300 terminals.

publication 2715-UM001

troubleshoot the PanelView 5500 terminals.

Additional resources

These documents contain additional information concerning related Rockwell Automation products.

Preface

Industrial Automation Wiring and Grounding Guidelines, publication 1770-4.1

Product Certifications webpage, available at

<PV First> 5300 Terminals User Manual publication

PanelView 5500 Terminals User Manual

Provides general guidelines for installing a Rockwell Automation industrial system.

Provides declarations of conformity, certificates,

Describes how to install, configure, operate, and

View or download publications at

http://www.rockwellautomation.com/literature

. To order paper copies of technical documentation, contact the local Rockwell Automation distributor or sales representative.

Rockwell Automation publishes legal notices, such as privacy policies, license agreements, trademark disclosures, and other terms and conditions on the

Legal Notices

page of the Rockwell Automation website.

End User License Agreement (EULA)

You can view the Rockwell Automation End User License Agreement (EULA) by opening the license.rtf file located in your product's install folder on your hard drive.

The default location of this file is:

C:\Program Files (x86)\Common Files\Rockwell\license.rtf.

Other Licenses

The software included in this product contains copyrighted software that is licensed under one or more open source licenses. Copies of those licenses are included with the software. Corresponding Source code for open source packages included in this product can be located at their respective web site(s).

You may alternately obtain complete Corresponding Source code by contacting Rockwell Automation via our Contact form on the Rockwell Automation website:

us/contact/contact.page

Please include "Open Source" as part of the request text.

http://www.rockwellautomation.com/global/about-

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 5

A full list of all open source software used in this product and their corresponding licenses can be found in the OPENSOURCE folder

included with these Release Notes. The default installed location of these licenses is C:\Program Files (x86)\Common Files\Rockwell\Help\Studio 5000 View Designer Help\V6\ReleaseNotes\OPENSOURCE\index.htm.

6 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Table of Contents

SUMMARY OF CHANGES

Additional resources 5

CHAPTER 1

VIEW DESIGNER

View Designer 15

CHAPTER 2

CREATE A PROJECT IN VIEW DESIGNER

Create a project 41

CHAPTER 3

SELECT AN HMI DEVICE

Select an HMI device 57

CHAPTER 4

ADD A CONTROLLER REFERENCE

Add a controller reference 75 References tab 77 Browse for Controller window 78 Copy a controller reference 78 Remove a controller reference 79 Remove a controller from the network tree 80 Synchronization 80 Synchronization between Logix Designer and View Designer 81 Synchronization: Controller state indicator icons 81 Synchronization between the runtime application and the controller 82 Tag browsing in a secured Logix Designer project file 82

View the default content of a project 83

Project Explorer 83 Predefined Screens folder 85 What is the System Banner? 86 What is the Settings screen? 86 What is the Alarm Summary? 88 What is the Alarm Manager? 88

CHAPTER 5

SCREENS

Work with screens 91

CHAPTER 6

SHORTCUTS

Work with shortcuts 103

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 7

New Shortcut dialog box 103 Shortcut tab 104 Create a shortcut to an existing screen 105 Create a shortcut to a new screen 106 Open a shortcut 108 Rename a shortcut 108 Copy a shortcut 109 Open the defining screen of a shortcut 110 Shortcut customization 110 Close a shortcut 111 Delete a shortcut 112 What is a shortcut? 112

CHAPTER 7

POPUPS

Work with popups 115

Popup tab 115 Create a popup 116 Open a popup 117 Copy a popup 117 Change the caption on a popup 119 Remove the caption from a popup 119 Remove the Close button from a popup 120 Change the background color of a popup 121 Change the opacity of a popup 121 Resize a popup 122 Rename a popup 123 Delete a popup 123 Close a popup 124 Restore the default content of a predefined item 124 Change the update rate of a screen, popup, or the System Banner 125 What is a popup? 126 Popup contents 126

CHAPTER 8

SYSTEM BANNER

System Banner 129

Banner tab 129 Open the System Banner 130 Change the height of the System Banner 130 Change the background color of the System Banner 131 Add a graphic element to the System Banner 132 Copy and paste a graphic element on the System Banner 133 Remove a graphic element from the System Banner 134 Remove the System Banner from a screen 134 Close the System Banner 135 Restore the default content of a predefined item 135 Change the update rate of a screen, popup, or the System Banner 136 System Banner contents 137 What is the System Banner? 138

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Table of Contents

CHAPTER 9

ADD A GRAPHIC ELEMENT TO A PROJECT

Add a graphic element to a project 141

Toolbox 141 Graphic Explorer 142 Lock or unlock graphic elements 143

CHAPTER 10

UNDO AND REDO AN ACTION

Undo an action 145 Redo an action 146

CHAPTER 11

REUSE CONTENT

Reuse content 147 Reuse screens and popups 147 Example of content reuse 147 Property Definition tab 149 Create an alias property 149 Properties that do not support aliasing 151 User-defined alias type property binding 152 Create a user-defined property with a data type 153 User-defined data type property binding 155 Change a user-defined property 156 Propagation of changes to a user-defined property 157 Delete a user-defined property 159 User-defined property 159 Link a user-defined property to its base property 160 Unlink a user-defined property from its base property 161 Select a data type 162 Data Type Browser 162 Search for and select a data type 163 Add-On Graphics 164

Changes to size 174 Changes to user-defined properties 174 Changes to aliased properties 174

Reuse content from other View Designer projects 220

CHAPTER 12

CREATE ANIMATION

Change an animation 233 Animate a graphic element or screen 233 Create an HMIBC Button 244

CHAPTER 13

CONFIGURE AN EVENT TO TRIGGER AN ACTION

Configure an event to trigger an action 249

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 9

CHAPTER 14

CHANGE A PROPERTY

Change a property 293 Properties window 293 Properties tab 294 List of properties 295

CHAPTER 15

FIND AND REPLACE

Find and replace 297 Find and Replace dialog box 297 Find text in a project 298 Find and replace text in a project 299 Find Results window 300

CHAPTER 16

PROJECT NAVIGATION

Project navigation 301

CHAPTER 17

DISPLAY ALARMS

Display alarms 313

CHAPTER 18

DISPLAY DATA ON A TREND CHART

Display data on a trend chart 373

CHAPTER 19

WORK WITH PDF DOCUMENTS

Work with PDF documents 393

CHAPTER 20

DRAWING TOOLS

Use drawing tools 411

Draw a rectangle or square 411 Draw a line, polyline, or polygon 412 Draw an oval or circle 412 Draw an arc 412

CHAPTER 21

GRAPHIC ELEMENTS

Work with graphic elements 415

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Table of Contents

Find a graphic element in the Toolbox 415 Add a graphic element to a screen 417 Select a graphic element on a screen 418 Select a graphic element in the Graphic Explorer 418 Copy a graphic element 419 Delete a graphic element 420 Change the properties of a graphic element 420 Change the text in a graphic element 421 Select a text color 422 Select a fill color 422 Move a graphic element 423 Rotate a graphic element 424 Flip a graphic element 425 Resize a graphic element 426 Align graphic elements 426 Smart Guides 428 Change the stacking order of graphic elements and groups 431 Distribute graphic elements 431 Duplicate a graphic element 433 Group graphic elements 433 Zoom in or zoom out 434 Add a Slider 434 What is a Slider? 436

CHAPTER 22

GRAPHIC ELEMENTS LIBRARY

Graphic elements library 437

CHAPTER 23

WORK WITH GROUPS

Group graphic elements 615 Add a graphic element or a group to a group 616 Remove a graphic element or a group from a group 616 Work with individual graphic elements in a group 617 Lock or unlock groups 617 Resize a group 618 Flip a group 619 Rotate a group 620 Move a group 620 Align groups 621 Change the stacking order of graphic elements and groups 623 Cut, copy, or paste a group 624 Duplicate a group 625 Ungroup graphic elements 625

Work with images 625

Add an image to the Images folder 626 Add an image to a project 627 Copy an image between View Designer projects 628 Select Image dialog box 629 Add an image to a screen 630 Preview an image 631 Rename an image 632 Delete an image from the Images folder 632 Replace an image on a screen 633

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 11

Rename an image in the Images folder 633 Replace an image throughout a project 634 Delete an image from a project 635 Image naming conventions 635

CHAPTER 24

SELECT OR CREATE A COLOR

Select a color using the Color Picker 637 Color Picker 638 Color Picker overview 638 Create a custom color using the Color Picker 639 Create a color gradient 640 Select a fill color 641 Select a text color 642 Bind a color property to a tag or expression 643 Supported color keywords and RGB values 644

CHAPTER 25

BIND PROPERTIES

Bind properties 645 What is binding? 645 Bind a property to a data item 646 Bind a color property to a tag or expression 648 Property-to-property binding 649 Supported color keywords and RGB values 651 Properties that do not support binding 651 Remove a binding 652 Verify controller tags 653 Verify Project dialog box 653 Errors window 654

CHAPTER 26

BIND TO THE EXTENDED PROPERTIES OF A TAG

Bind to the extended properties of a tag 657 Assign the extended properties of a tag to a graphic element 657 What are extended properties? 658 Graphic element configured with extended properties 660 Extended properties and aliases 661

CHAPTER 27

USE EXPRESSIONS

Use expressions 663 Expressions overview 663 Expression Editor 665 Create an expression 665 Change an expression 667 Errors window 668 Nest conditional expressions 668 Verify expressions 669 Expression examples 670

12 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

How are expressions evaluated? 675 Supported expression components 676

CHAPTER 28

BIND TO SYSTEM TAGS

Bind to system tags 685 What are system tags? 685 System tags: Alarms 686 System tags: AutoLogoff 687 System tags: Controller 687 System tags - Controller: SyncState values 688 System tags: DataLogs 688 System tags: DateTime 689 System tags: Device 689 System tags: Display 690 System tags: Enet 691 System tags: EnetLink1 and EnetLink2 692 System tags: ProjectEvents 692 System tags: Security 693 System tags: SMTP 693 System tags: VNC 694

Table of Contents

CHAPTER 29

USE THE TAG BROWSER AND THE DATA TYPE BROWSER

Use the Tag Browser and the Data Type Browser 695 Overview of the Tag Browser and the Data Type Browser interface 695 Tag Browser and Data Type Browser customization methods 698 Breadcrumb navigation in the Tag Browser and the Data Type Browser 698 Keyboard shortcuts for the Tag Browser and the Data Type Browser 699

Tag Browser 700

Search for and select a tag 701 Tag Browser operators 702 Tag Browser filters 703

CHAPTER 30

LOG DATA

Log data 705 Add a data log to a project 706

CHAPTER 31

SWITCH LANGUAGES

Switch languages on the HMI device 727 Export Languages dialog box 727 Export text strings for language translation 728 Import Languages dialog box 729 Import a language file 730 Add a language to a View Designer project 731 Add an event command to change the language on the HMI device 732 Remove a language from a View Designer project 733 Language handling and STRING data type support in View Designer 734

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 13

About changing the project language 735

CHAPTER 32

EMULATE A PROJECT

Emulate a project 737

CHAPTER 33

DATA TYPE BROWSER

Data Type Browser 745 Search for and select a data type 745 Data Type Browser operators 747 Data Type Browser filters 747

CHAPTER 34

SET SECURITY

Set security 749

CHAPTER 35

USE THE RUNTIME APPLICATION

Use the runtime application 769

CHAPTER 36

DOWNLOAD AND UPLOAD A PROJECT

Download and upload a project 883

CHAPTER 37

DOWNLOAD A RUNTIME APPLICATION

Download a runtime application to an HMI device 885

CHAPTER 38

UPLOAD A RUNTIME APPLICATION

Upload a runtime application from an HMI device 897

CHAPTER 39

TROUBLESHOOT

Troubleshoot 905

STUDIO5000 ENVIRONMENT_VIEW DESIGNER

CHAPTER 40

STUDIO 5000 VIEW DESIGNER HELP

14 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Item

Name

Description

the View Designer project.

the Tag Browser to read data from the ACD file.

a .vpd extension.

View Designer

Chapter 1

View Designer

The following diagram shows how View Designer works with the Studio 5000 suite to create a control and visualization system to monitor and control the

manufacturing process.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 15

View Designer Build the projects that are downloaded to an HMI device.

Tag Browser

Logix Designer Develop control logic for an industrial automation system.

ACD file

HMI project

Search for and select tags within a Logix Designer project file to bind the tags to the properties of graphic elements and screens in

The Automation Control Database (ACD) file that is the Logix Designer project file containing the logic or code, including tags and data types, that runs within a controller. View Designer uses

The user-defined screens, controller references, information about the target HMI device, and so forth. Projects are stored in files with

Chapter 1 View Designer

Item

Name

Description

communicates directly with the controllers.

as an SD Card or USB storage device to the HMI device.

project.

FactoryTalk View Machine

View Designer Download Runtime Application Wizard

HMI device

VPDR file Save a Runtime Application VPDR file from View Designer. Load from media

Controller

See also

Gather process and system requirement information on page 37

What types of HMI screens do I need? on page 37

Define conventions for screens on page 39

Project navigation on page 301

Transfer the HMI project to the HMI device.

The Human Machine Interface (HMI) device, such as a PanelView 5000 device, that runs the HMI project. At runtime, the HMI device

Load a Runtime Application VPDR file from removable media such

A controller with the ACD file and tags used in the View Designer

Edition (ME) vs View Designer

View Designer is not a replacement for FactoryTalk View Machine Edition (ME); however, it provides many of the same features.

When familiar with working in FactoryTalk ME, review the differences in functionality and terminology.

See also

FactoryTalk View Machine Edition (ME) vs View Designer on page 16

FactoryTalk View Machine Edition (ME) vs View Designer: Terminology on page 17

Although View Designer is not a replacement for FactoryTalk View ME (ME), it provides many of the same features. However, there are significant differences in the performing some tasks:

• Set up communications

• Create a navigation menu

• Setup security

• Display alarms and alarm messages

• Change the appearance and behavior of graphic elements

• Display runtime diagnostics

• Pass parameter to a screen

• Format color values

16 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

FactoryTalk View ME term

View Designer equivalent term

Object Explorer

Graphic Explorer

On Top display

popup

operator interface application

HMI project

parameter files

screen properties

Symbol Factory

Extensive built-in graphics library

tag placeholders

user-defined alias properties or data type properties

FactoryTalk View Machine

Edition (ME) vs View

View ME ViewE: Change the

Chapter 1 View Designer

See also

View ME ViewE: Create a navigation menu on page 18

View ME ViewE: Display alarms and alarm messages on page 18

View ME ViewE: Change the appearance and behavior of graphic elements on page 17

View ME ViewE: Pass parameters to a screen on page 19

ViewME ViewE: Format color values on page 20

The following table provides the View Designer equivalent of some FactoryTalk View Machine Edition (ME) terms.

Designer: Terminology

appearance and behavior of graphic elements

graphic object graphic element

Studio Designer project file (.med) project file (.vpd) shortcut or device shortcut controller reference

See also

• FactoryTalk View Machine Edition (ME) vs View Designer on page 16

•

FactoryTalk View ME (ME) provides various dialog boxes to change the appearance and behavior of objects. It also provides several editors for configuring animations such as changing the color of an object.

View Designer provides a Properties window on the main interface to

configure the appearance and behavior of the selected screen or graphic element. This includes configuring events and animation, and selecting tags to bind to properties. Bind most graphic element properties, such as opacity, directly.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 17

See also

Properties window on page 293

Chapter 1 View Designer

View ME ViewE: Create a

View ME ViewE: Display

navigation menu

alarms and alarm

In FactoryTalk View Machine Edition (ME), the display list selector object shows a list of displays from which to choose. Scroll through the list and select the display to open. Opening the display requires security access.

In View Designer, drag and drop screen shortcuts into the Navigation Menu folder on the Project Properties window. Organize the contents of a project into folders and subfolders. View Designer creates a Navigation menu based on the structure of the contents of the Navigation Menu folder. Screens that have security access for the logged in user appear in the Navigation Menu.

See also

How do I create navigation for the HMI screens? on page 32

In FactoryTalk View ME (ME), use the Alarm Setup editor to set up alarm triggers (the tags or expressions to monitor), define alarm messages, and so forth. Use the default [ALARM] display or create a graphic display.

messages

View ME ViewE: Display runtime diagnostics

In Studio 5000 Logix Designer, program Logix Designer alarm detection instructions in a Logix controller and reference that controller in a View

Designer project. View Designer provides pre-configured Alarm Summary or Alarm Manager tables to display the alarm data and messages. The alarm tables receive the alarm data automatically; configuration and tag binding is not required.

Every View Designer project contains an Alarm Summary screen and a Alarm

Manager screen by default. Create alarm screens by dragging the Alarm Manager or Alarm Summary graphic elements onto the screen.

See also

Create an alarm screen on page 316

FactoryTalk View ME (ME) uses FactoryTalk Diagnostics to record various types of system activity such as:

• System messages and errors.

• Errors from the communication network.

• Tag read and write activity.

18 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Configuring the severity of a system activity to log adds a message to the list when the activity occurs. The list appears in the default [DIAGNOSTICS] display or user-created display.

View ME ViewE: Pass

Chapter 1 View Designer

View Designer provides several options for monitoring system health, network communications, and tag read and write activity in a project. The Predefined Screens folder in the Project Explorer contains:

• Alarm Summary, Alarm Manager and Alarm History screens to

monitor alarms set up in the controller.

• Troubleshooting screen to collect data and export a log to external

media.

• NetworkDiagnostic screen and ControllersDiagnostic screen to

troubleshoot network and controller problems.

The Toolbox contains alarm graphic elements used to create screens.

On the HMI device, errors are indicated for a graphic element when the graphic element or group of graphic elements is outlined in red and has an

Error icon . Select the Error icon to view the Error list, which contains a snapshot of the diagnostic messages associated with a graphic element or group of graphic elements in error.

parameters to a screen

See also

View error messages for a graphic element on page 813

In FactoryTalk View ME (ME), create tag placeholders in graphic displays and then create a parameter file or a parameter list. This specifies which tags or folders to substitute for which placeholders when a display opens at runtime.

In View Designer, pass tag values from controllers to a screen or popup by defining properties and exposing them for re-use. These user-defined properties can be aliases of existing screen properties or properties that have a data type. Data type properties replace a specific Logix Designer tag instance when configuring bindings and expressions on the screen. To pass the correct tag context to use at runtime, create a navigation event or a shortcut to the screen.

In addition to passing tag values from controllers to a screen, pass the values of non-alias screen properties from one screen to non-alias screen properties of another screen with each target screen acting on the data associated with its source screen. This chains reusable screens together by passing tag values to the first screen, when then passes the values to subsequent screens.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 19

See also

Example of content reuse on page 147

Chapter 1 View Designer

View ME ViewE: Set up

ViewME ViewE: Format Learn

communications

FactoryTalk View ME (ME) requires specifying and configuring an FactoryTalk® Linx™ or OPC server, configuring the path between the data server and each controller, and adding device tags to the tag database for the application.

In View Designer, set up an Ethernet driver in RSLinx Classic. Use the Application tab on the Project Properties dialog box to select the HMI device for the project. Use the References tab to add and configure the controller references. Both tabs contain integrated browsers for selecting the HMI device, controller, and Logix project file and setting up the appropriate communication paths. Manually enter an IP address and slot number for the controller instead of browsing for the path.

See also

Project Properties dialog box on page 59

color values

When binding a color property to a tag or expression, the string tag or expression in View Designer resolves to the format #RRGGBB. R, G, B are the Hex digits that represent the value for the red, green, and blue color channels. For example, in View Designer, the string "#ffff00" produces yellow.

FactoryTalk View Machine Edition (ME) and FactoryTalk View Site Edition (SE) use the format #BBGGRR. Change this format to #RRGGBB for color property strings and expressions in View Designer.

See also

FactoryTalk View Machine Edition (ME) vs View Designer on page 16

This section provides step-by-step direction to perform some basic tasks in View Designer:

• Animate a graphic element

• Configure a button with an event

• Display values on graphic elements

• Reuse screens

• Trigger an action on a screen or graphic element

• Set up security

• Create navigation on the HMI device

• Display alarm data from controllers

20 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

How do I animate a graphic

element?

Chapter 1 View Designer

See also

How do I animate a graphic element? on page 21

How do I create a reusable screen? on page 26

How do I secure a screen, shortcut, or folder? on page 31

How do I create navigation for the HMI screens? on page 32

Use animation to enhance the graphical representation of the state of a machine or process on the HMI device. View Designer provides animation through these methods:

• Property binding

• Color tables

• State tables

Configure graphic elements in View Designer to monitor the temperature of the liquid in the tank using a Color Table or a State Table. The color of the liquid in a tank changes when the temperature is too cool, too hot, or at the appropriate temperature. In this topic, animate the graphic element using a Color Table.

Prerequisites

• Create the following tags in Logix Designer. For information on creating

tags in Logix Designer, refer to the Logix Designer Help.

• TankFill: To monitor the tank level.

• TankTemperature: To monitor the temperature of the tank.

• Create a project.

• Add a controller reference.

• Create a screen.

To animate a graphic element

1. Add a Tank Assembled graphic element to the screen.

2. Configure the graphic element for animation using a Color Table.

a. Select the Tank Assembled graphic element on the screen.

b. In the Properties window, click the Animations tab.

c. Click Add Animation > Color Table.

d. In the Name box of the Color Table Definition dialog box, enter a

name for the Color Table.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 21

e. In the Number of states box, enter or select 3, to indicate too cold,

too hot, and normal temperature states.

Chapter 1 View Designer

How do I configure a button

f. Select the LevelColor property and click OK. The Color Table card

appears in the Animations tab of the Properties window.

g. In the Expression box on the card, click Select tag to select a

tag, or type a tag name, to base an expression on. Select the TankTemperature tag.

3. Enter the expression value and color for each state.

• To indicate cold temperatures, type 0-25 in the Expression Value

box and enter Hex value #0000FF for a blue color or click the down arrow to select a color from the Color Picker.

• To indicate normal temperatures, type 25-75 in the Expression

Value box and enter Hex value #00FF00 for a green color or click the down arrow to select a color from the Color Picker.

• To indicate hot temperatures, type 75-100 in the Expression Value

box and enter Hex value #FF0000 for a red color or click the down arrow to select a color from the Color Picker.

4. Download the runtime application to the HMI device. The result of the

expression is compared with the values entered in the Color Table. The Color Table is evaluated from top to bottom. The first expression value that is met applies the color to the graphic element.

for high-speed control?

See also

Create a project on page 41

Add a controller reference on page 75

Create a screen on page 92

Animate a graphic element or screen on page 233

Use an HMI Button Control (HMIBC) instruction in Logix Designer to communicate between an HMI device and a Logix controller over a highspeed I/O connection. On the HMI device, initiate machine control

operations, such as jogging a motor or opening and closing a valve, with a higher degree of accuracy and determinism than a standard button on a typical HMI. Any graphic element can be configured to function as a highspeed HMIBC button. Each Logix controller can support up to 256 HMIBC tags.

In this topic, create a button that jogs a motor so that when the button is pressed, the motor starts and runs until the button is released. Create a visual notification of the status of whether the motor is running or stopped. Use a Compact servo motor and a Text Display graphic element to receive notification when the motor stops.

22 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Chapter 1 View Designer

Prerequisites

• In a Logix Designer project, create an HMIBC instruction. Ensure that

the HMIBC instruction in Logix Designer is configured to scan quickly enough to perform the motor jog control needed. For more information on creating an HMIBC instruction, refer to the Logix Designer help.

• In Logix Designer, add a PanelView 5000 HMI device to the I/O

configuration tree in the Controller Organizer. For more information on adding a device to the I/O configuration tree, refer to the Logix Designer help.

• Create a View Designer project.

• Add a controller reference.

• Create a screen.

To configure a button for high-speed control

1. Add Button, Compact servo motor, and Text Display graphic elements to the screen.

Tip: All graphic elements in View Designer are located in the Toolbox grouped by categories. The Button and Text Display graphic elements are located in the

CommonControls category. The Compact motor graphic element is located in the General Equipment > Motors > Servo category.

2. Configure the Button graphic element to behave as a high-speed

HMIBC button.

a. On the screen, right-click the Button graphic element and click Button

Behavior > Logix HMIBC set to 1 on press, 0 on release. A Button Behavior Event card opens on the Events tab on the Properties pane.

b. In the Key box, select Touch Only.

c. In the HMIBC Tag box, type the name of the HMIBC tag or click

Select tag and select the tag.

3. Configure the Compact servo motor to receive visual feedback:

a. Select the Compact servo motor graphic element.

b. On the Properties window, click the Animations tab.

c. Click Add Animation > State Table.

d. In the Name box of the State Table Definition dialog box, enter a

name for the State Table.

e. In the Number of states box, enter or select 2, to indicate the state of

the machine - stopped or running.

f. Select the Fill Color property, and click OK. The State Table appears

in the Animations Tab of the Properties window.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 23

Chapter 1 View Designer

g. In the Expression box on the card, click Select tag to select a tag,

or type a tag name, to base an expression on. Select the HMIBC tag configured with the .ProgFB member. The .ProgFB member provides feedback to the HMI device when the device controlled by the HMIBC instruction changes state.

h. For each state, enter the expression value and color.

• To indicate the stopped state of the motor: Enter a value of 0 in

the Expression Value box and click the swatch in the FillColor box to select a red color from the Color Picker.

• To indicate the running state of the motor: Enter a value of 1 in

the Expression Value box and click the swatch in the FillColor box to select a red color from the Color Picker.

At runtime, the value of the HMIBC tag is compared with the value entered in the State Table and the appropriate color changes are applied.

4. Configure the Text Display graphic elements to receive visual

feedback:

a. Select the Text Display graphic element.

b. On the Properties window, click the Animations tab.

c. Click Add Animation > State Table.

d. In the Name box of the State Table Definition dialog box, enter a

name for the State Table.

e. In the Number of states box, enter or select 2, to indicate the state of

the machine - stopped or running.

f. Select the Text property, and click OK. The State Table appears in

the Animations Tab of the Properties window.

g. In the Expression box on the card, click Select tag to select a

tag, or type a tag name, to base an expression on. Select the tag configured with the .ProgFB member.

h. For each state, enter the expression value and the text to display on

the graphic element.

• To indicate stopped, enter 0 in the Expression Value box, and

Stopped in the Text Display box.

• To indicate running, enter 1 in the Expression Value box, and

Running in the Text Display box.

5. Download the runtime application to the HMI device, the value of the

HMIBC tag is compared with the value entered in the State Table and the appropriate text appears.

24 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

How do I create a graphic or

screen that displays values of Logix extended

Chapter 1 View Designer

See also

Create a project on page 41

Add a controller reference on page 75

Create a screen on page 92

Create an HMIBC Button on page 244

Extended properties are properties added to tags and data types in Logix Designer to help reduce the number of tags that need to be created. If an individual tag is configured in Logix Designer with extended properties, use the extended properties on the tag.

properties?

For example, use tags to display values of extended properties, such as name

and description of a tank, the minimum and maximum values, and engineering units of the level of the liquid in the tank. Then Bind graphic elements in View Designer to the tag configured with the Name, Description, Min, Max, and Engineering Unit extended properties.

Before you begin

• In Logix Designer, create a tag with Name, Description, Engineering

unit, Min, and Max extended properties. For information on how to create a tag with extended properties, refer to the Logix Designer help.

• Create a project.

• Add a controller reference.

To create a graphic or screen that displays values of Logix extended properties

1. Create a screen.

2. Add five Text Display graphic elements to the screen.

3. Bind each Text Display graphic element to the tag configured with extended properties. For each of the Text Display graphic elements:

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 25

a. Select the Text Display graphic element.

b. In the Properties tab, point to the Text property to show and click

Binding , and then click Bind property to item.

c. Click Select tag to open the Tag Browser and navigate to the tag

configured with extended properties.

d. Double-click one of the extended properties in the list.

4. Download the runtime application to the HMI device. The Text Display graphic elements show the values of the extended properties.

Chapter 1 View Designer

How do I create a reusable

screen?

See also

Create a project on page 41

Add a controller reference on page 75

Create a screen on page 92

Assume there is a plant that has two mixer tanks, and the application requires:

• One screen to provide an overview of the plant showing both tanks.

• Individual screens that show details specific to each tank.

Use View Designer to create:

• One overview screen that displays all of the tanks.

• One mixer detail screen reused to display information for each tank on

request.

The detail screen essentially acts as a template, and the detail information for each tank is passed into the screen at runtime. In this topic, the tank graphic elements on the overview screen act as buttons to navigate to the detail screen.

Prerequisites

• Use Logix Designer user-defined data types to create a data structure to match the machine or process. Assign a name, description, and data type for each member of the user-defined data type. For more information refer to the Logix Designer help.

• Create a View Designer project.

• Add a controller reference.

26 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Chapter 1 View Designer

To create a reusable screen

1. Create an overview screen with content to show on the HMI device.

a. Create a screen named Overview.

b. Add a graphic element to the overview screen. For example, add the

Mixing Hopper Side graphic element to the Overview screen. The Mixing Hopper Side graphic element is located in the GeneralEquipment > TanksAndContainers > Agitators category.

c. Bind a property of the graphic element to a tag.

2. Create a detail screen with content to show on the HMI device.

a. Create a screen named Mixing Hopper Detail.

b. Add graphic elements to the detail screen. For example, add the

Mixing Hopper Side, Text Display, and Numeric Display graphic elements to the screen. The Numeric Display graphic element can show the name of the mixing hopper, and the Numeric Display graphic elements can show the values of the mixing hopper.

3. Create user-defined properties with a data type.

a. At the bottom of the screen, in the Name box of the Property

Definition tab, type a name for the property.

b. Click Expand below the screen to display the Property

Definition tab if it is not open.

c. Click the Data Type box and click Select data type to select a

data type:

• User-Defined. A structure data type defined in Logix Designer.

• Predefined. An atomic or structure data type that is defined by

the controller.

• Module-Defined. A structure data type defined by a module

when you create it. Tags of these types are created to store input, output, and configuration data for the module.

The selected data type is used as a filter criteria for the Tag Browser. Only items in the Logix Designer project (.acd) file that meet the filter criteria appear in the Tag Browser.

4. Bind graphic element properties to an instance of a user-defined property.

a. Expand the categories in the Properties tab to locate the property to

bind to a tag.

b. Point to the property box to show and click the Binding and

then click Bind property to item.

c. Click Select tag to open the Tag Browser and select a data item

from the Tag Browser, or enter an expression.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 27

Chapter 1 View Designer

• To create or edit lengthy or complex expressions, click Open

Expression Editor .

• To bind to a property of a graphic element, browse to enter

ElementName.PropertyName.

• To bind to an instance of a user-defined property, select the

graphic element in the Tag Browser and then the Level member.

5. Create a Button Behavior event for screen navigation. This passes the screen properties to the target screen when the event occurs.

a. On the Overview screen, select the graphic element to trigger the

event.

b. In the Properties window, click the Events tab.

c. Click Add Event and click Button Behavior.

d. Click Choose Behavior and click Navigate to screen on release.

e. In the Screen box, click User-Defined Screens and then click the

Mixing Hopper Detail screen.

f. In the Property Configuration box, click Select tag and select the

data type tag. The Tag Browser displays only tags of the type specified in the Property Definition tab.

6. Configure the overview screen to reuse the detail screen.

a. Copy and paste another instance of the mixing hopper on the

Overview screen.

b. Click the copied mixing hopper and change the binding from, for

example, Mixer 1 to Mixer 2.

c. On the Events tab, change the Property Configuration to, for

example, Mixer 2.

7. Download the runtime application to the HMI device. Tapping each mixing hopper displays the details of the mixing hopper. The event passes the details of the mixing hopper to the screen.

See also

Create a project on page 41

Add a controller reference on page 75

User-defined property on page 159

28 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Motors > Servo category.

change a tag value, create a Button Behavior event

How do I make a graphic

element interactive?

Chapter 1 View Designer

Make any graphic element or screen interactive by adding events. An event is something that occurs to trigger an action. For each event, configure one or more actions or commands that the event triggers. When something occurs

to trigger the event, this performs the configured command of the event. Depending on the type of event, configure commands from different categories to perform tasks.

In this topic, monitor two bottling lines. There are two screens with a button on Screen_A that opens Screen_B. Configure a Button graphic element on Screen_A that opens Screen_B.

Prerequisites

• Create a project.

• Add a controller reference.

• Create screens named Screen_A and Screen_B.

To make a graphic element interactive

1. Open Screen_A.

2. In the Toolbox, expand the appropriate category.

Tip: All graphic elements in View Designer are located in the Toolbox grouped by categories. Button and Text Display graphic elements are located in the CommonControls category. The Compact motor graphic element is located in the General Equipment >

3. Drag the graphic element onto the screen.

4. Double-click the graphic element in the Toolbox to add it to the center

of the screen.

5. Select the graphic element. The Properties window shows the

properties of the selected graphic element.

6. In the Properties window, click the Events tab.

7. Click Add Event and select Touch Release event from the list.

8. Click Add Command.

9. Expand the Navigation category and select the Screen Navigate

command.

10. In the Navigate To box, click the arrow, expand the User-Defined Screens category and select Screen_B.

11. Download the runtime application to the HMI device. When releasing the button, Screen_B opens.

Tip: To configure a graphic element to behave as a button to navigate to a screen or

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 29

Chapter 1 View Designer

See also

What is an event? on page 277

Configure an event to trigger an action on page 249

Trigger an action on a Button Behavior event on page 250

Add a controller reference on page 75

Create a screen on page 92

30 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

How do I secure a screen,

shortcut, or folder?

Chapter 1 View Designer

By default, all users on HMI devices have access to these items in the Project Explorer:

• Shortcuts in the Navigation Menu folder.

• Screens and popups in the User-Defined Screens or Predefined

Screens folders.

In this topic, a Screens folder in the Navigation menu contains shortcuts to Screen_ A and Screen_B. Set security for Screen_A and Screen_B and the

folder in the Navigation menu that contains the screens. Set different security for a screen than the folder from which the screen inherits security. Do this if the data on most screens in a folder is not useful to users assigned to the Maintenance security role.

To secure a screen or shortcut, give users assigned the Maintenance security role Read-only access to Screen_A and Screen_B. To secure a folder, give users assigned the Restricted security role No access to the Screens folder.

Prerequisites

• Create a project.

• Add a controller reference.

• Create screens named Screen_A and Screen_B.

To secure a screen, shortcut, or folder

1. In the Project Explorer, expand the User-Defined Screens folder.

2. Select Screen_A.

3. In the Properties tab, expand the Security category.

4. After the Maintenance box, click the arrow and select Read Only.

5. For Screen_B, set the security for users who are assigned the Maintenance security role Read Only access.

6. Download the runtime application to the HMI device. Users with the Maintenance security role can navigate to both Screen_A and Screen_B, but cannot interact with the screens.

Tips:

• By default, security for shortcuts is based on the security assigned to the defining screen of the shortcut. Configuring the security of a shortcut to not use the security of the screen is allowed.

• To secure a folder, in the Project Explorer, select the Screens folder and then in the Properties tab, expand the Security category to select Restricted after the Restricted box.

• At runtime on the HMI device, users with the Restricted security role do not see the Screens folder in the Navigation menu. As a result, they are unable to access screens in that folder.

• If it is visible at the top of the screen, users have full access to the System Banner and its items, regardless of the security assigned to the screen.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 31

Chapter 1 View Designer

How do I create navigation

for the HMI screens?

See also

Set security on page 749

Create a project on page 41

Add a controller reference on page 75

Create a screen on page 92

To create navigation for the HMI project, organize content, such as screens and folders, in the Navigation Menu folder in the Project Explorer in View

Designer. The content and order of the Navigation Menu folder appears in the Navigation menu on the HMI device.

In this topic, access Screen_A and Screen_B from the Navigation Menu. Create the shortcuts and arrange the content to create the Navigation menu that opens on the HMI device.

To create navigation for the HMI screens

1. Create a folder in the Navigation Menu folder to contain shortcuts and

other folders:

a. In the Project Explorer, right-click the Navigation Menu folder.

b. Click New Folder. A new folder appears at the bottom of the folder

with the default name Folder_001 or increment number. Folders at the same level must have unique names.

c. Right-click the folder, click Rename, type a new name for the folder,

and then press Enter.

2. Create shortcuts to appear in the Navigation menu:

• Drag a screen from the User-Defined Screens folder or the

Predefined Screens folder to the Navigation Menu folder.

• In the User-Defined Screens folder or the Predefined Screens

folder, right-click the desired screen to base the shortcut, and click New Shortcut. The new shortcut appears in the Navigation Menu folder. The new shortcut is given a default name that is identical to the screen name. Move the new shortcut within the Navigation Menu folder and its subfolders.

32 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

3. Drag a graphic element onto the screen and double-click a graphic

element in the Toolbox to add it to the center of the screen.

Tip: Configure any graphic element with navigation. For example, add a back arrow.

4. Configure the graphic element to open a screen when pressing the graphic element on the HMI device.

a. Select the graphic element.

How do I display alarm data

Chapter 1 View Designer

b. In the Properties window, click the Events tab.

c. Click Add Event and select Touch Release event from the list.

d. Click Add Command, expand the Navigation commands category,

and then select the Screen Navigate command.

e. In the Navigate To box, navigate to the User-Defined Screens folder

and select Screen_A.

5. Download the runtime application to the HMI device. Pressing the graphic element navigates to Screen_A.

See also

Navigation menu contents on page 302

Select an icon for a shortcut in the Navigation menu on page 304

Project navigation on page 301

from controllers?

Use alarm screens to monitor and manage control system alarms. Use Logix Designer to program alarm detection instructions in Logix controllers. The View Designer Alarm Manager shows alarms in all states and include all conditions for an alarm. The View Designer Alarm Summary shows alarms

that are in interesting states or require attention, such as alarms that are In Alarm and Unacknowledged.

In this topic, monitor alarms in View Designer that become active when the temperature of the liquid in a tank goes out of normal range.

Prerequisites

• Create alarm instructions in Logix Designer. Create instructions for an analog Level alarm that enters the In Alarm state when the tank temperature is outside the normal range. For information on creating alarm instructions, refer to the Logix Designer software instruction set topic in Logix Designer Help.

• Create a project.

• Add controller references.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 33

Chapter 1 View Designer

How do I display a different

To display alarm data from controllers

• View alarms by performing one of the following:

• Create an alarm screen. In the Alarms category of the Toolbox, drag

and drop the appropriately sized alarm table graphic element onto the screen.

• Open a predefined alarm screen.

a. On the Menu bar, click View > Project Explorer.

b. In the Project Explorer folder, expand the Predefined Screens.

c. Double-click the AlarmSummary or AlarmManager screen.

Tips:

• View Designer provides Alarm Manager Large, Alarm Manager Medium, Alarm Summary Large, and Alarm Summary Medium graphic elements.

• The Alarm Summary and Alarm Manager graphic elements are pre-configured to automatically display alarm data from the Logix Designer project files (.vpd) referenced on the References window. No tag binding is required.

• Adjust the appearance and order of alarm tables on either a predefined alarm screen or on a screen that includes an alarm table graphic element to meet the needs of the application. For example, change the font, opacity, and sort order of the content on the screens. Create filters on the screens to show items that match specified criteria. For example, create a filter to show only alarms in the In Alarm state.

language on the HMI device?

See also

What is the Alarm Summary? on page 88

What is the Alarm Manager? on page 88

Display alarms on page 313

Add a controller reference on page 75

Create a screen on page 92

Create a View Designer project that supports multiple languages to select the appropriate language to display on the HMI device.

For example, create a project in English for operators who only speak French. Use View Designer to create a single project and then export all of the user-

editable strings to a language file. Translate the strings in French and then import the language file to add the language to the project. On the HMI device, select French as the language for the text strings.

34 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

the export operation, and are not available for selection.

View Designer only exports localizable and unlinked properties.

formatting language codes.

• View Designer only imports localizable and unlinked properties.

Chapter 1 View Designer

To display a different language on the HMI device

1. On the Standard Menu bar, click Tools > Export Languages.

2. In the Select current language list, select the language in which the

project was created.

3. In the Selected language for localization box, select one or more

languages for translating the strings.

Tips:

• View Designer does not support the Spanish (Spain, Traditional Sort) language that is supported in Studio 5000 Logix Designer®.

• When opening the exported language file in Microsoft Excel, the selected languages appear as column headers. Languages currently in the project are always included in

4. In the Export language file to box, click Browse to select the location to save the language file, and click Save.

Tips:

• The default path and file name is C:\Users\username\Documents\Studio 5000\Projects\Project name_Language.xlsx.

• View Designer supports .xlsx and .txt file formats only.

• If a file name does not have a file extension, or has an file extension that is not

supported, View Designer appends the file to the default .xlsx format.

5. Click Export.

6. Open the exported file using Excel.

7. To add a language that is not in the spreadsheet, in the column next to the last language column, enter the language code for the desired language, such as en-US.

Tip: Reference the Internet Engineering Task Force (IETF®) RFC 5646 for guidelines on

8. On the Standard Menu bar, click Tools > Import Languages.

9. On the Import Languages dialog box, next to the Language file box click Browse and select the translated language file.

The Import language changes box lists the language changes to be made to the project:

• Languages Added

• Languages Updated

• Languages Removed

• Invalid Languages

Tips:

• View Designer supports .xlsx and .txt file formats only.

• If importing a file with a name that does not have a file extension, or has an file

extension that is not supported, View Designer appends the file to the default .xlsx format.

• When exporting the language file, all language data in the project exports.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 35

10. Click Import.

11. Save the project.

Chapter 1 View Designer

designing the project.

Plan

12. Select the language to display and download to the runtime application:

a. From the Menu bar, click COMMUNICATIONS > Download.

b. In the Location box, click Browse and select the IP address of

the HMI device to which to download the runtime application.

c. Click Next to open Controller References.

Tip: If a translatable string is left blank, View Designer defaults to the download language for runtime applications downloaded to the HMI device. If the translated string for the download language is also blank, View Designer defaults to the language used when

See also

Export Languages dialog box on page 727

Import Languages dialog box on page 729

Download Runtime Application wizard on page 885

About changing the project language on page 735

View Designer projects are used to create runtime applications for

monitoring and managing a system. Before creating a project, take some time to become familiar with the View Designer interface and adjust it to suit your needs.

During the planning phase of your project, gather information from a variety of sources so that you have a complete understanding of the automation process and can create screens to support it and establish an effective hierarchy of screens.

Creating runtime application in FactoryTalk View Machine Edition (ME) is different than creating runtime application in View Designer.

See also

What types of HMI screens do I need? on page 37

FactoryTalk View Machine Edition (ME) vs View Designer on page 16

36 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

HMI screen

Description

appears at runtime is sufficient for all but very large applications.

Add an Alarm Summary to another screen to increase alarm visibility.

Gather process and system

requirement information

What types of HMI screens

Chapter 1 View Designer

Before creating an HMI project, gather information from a variety of sources

to gain a complete understanding of the process to automate:

• Review the project scope (usually created by a process engineer or a

chemical engineer).

• Talk to operators and other experts who will use the system to find out

what information they need to optimize plant operations.

• Talk to information systems staff to find out what information they

need to support design decisions.

• Talk to management staff to find out what information they need to

support planning decisions.

After understanding the overall process, analyze key process areas and consider important factors such as alarms and security. Pay attention to details that might affect the overall performance of the system. Specifically:

• Determine the process variables to be accessed and identify their

locations in the programmable controllers or devices.

• Determine which parts of the process to secure and identify the most

efficient ways to restrict user access.

do I need?

See also

What types of HMI screens do I need? on page 37

Screen hierarchy on page 38

An HMI project contains multiple types of HMI screens and each serves a

different purpose. Use HMI screens to access and navigate the runtime

application as well as provide high level and detailed views of plant activity.

Common types of HMI screens used in a runtime application include:.

access to the HMI screens within the application based on the credentials of the logged in user.

Menu An optional navigation screen that provides a high-level view of the

screens and functional areas within the operator interface application. Navigate to progressively more detailed screens from a menu screen. For most applications, a menu screen is not required because View Designer creates a Navigation menu based on the organization of the contents of the Navigation Menu folder. The Navigation menu that

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 37

Alarm Summary A high-level HMI screen that contains all the alarms for the controllers in

the project. By default, each HMI project contains an Alarm Summary screen for monitoring and responding to alarms. Alarms are configured in Logix Designer. Alarms in Logix controllers appear on the Alarm

Summary screen automatically at runtime. No configuration is required.

Chapter 1 View Designer

HMI screen

Description

that represent specific process areas.

from the operator interface application.

specific tank and navigate to a tank detail screen within the collection.

screen for a specific tank or a specific pump.

Screen hierarchy

Process overview A high-level HMI screen that provides an overview of the process being

controlled or monitored. The primary purpose of a process overview screen is to provide situational awareness, but it is not generally used to execute any controls. From these screens, navigate to additional screens

System status A high-level HMI screen that provide one place to review the health and

status of the processes and devices being controlled and monitored

Process area A mid-level HMI screen that provides information about a specific

process area that is usually within the control of the user. Process area screens monitor the process and are often the main control interface for performing routine operational tasks. From these screens, navigate to detail displays related to the process being represented.

Equipment overview A mid-level HMI screen that provides information about a specific

collection of equipment. An equipment overview screen is often used to view all equipment of a certain type. For example, create an equipment overview screen that shows all of the tanks. From this screen, select a

Equipment detail A detailed HMI screen that contains all available information for a

specific piece of equipment. For example, create a detail equipment

See also

Create a screen on page 92

Screen hierarchy on page 38

A well-designed runtime application has an effective hierarchy of screens that

guides users through the system. The hierarchy provides progressively more detail when moving through different levels of information and data.

Before designing a screen hierarchy and creating navigation for screens, consider:

• The needs of all users, including managers, supervisors, and operators

• Which users have access to which parts of the application

• How users navigate through the application

• The process areas being monitored

• Required equipment overview screens

• Required specific equipment screens

• Any other types of required screens

The most common and effective method for presenting a screen hierarchy for the runtime application is to use the Navigation menu created automatically by View Designer. When building an application, View Designer automatically creates a Navigation Menu that is included with the application. The location and hierarchy of screens in the Navigation menu at runtime is

38 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Define conventions for

screens

Chapter 1 View Designer

determined by the organization of the contents of the Navigation Menu folder in the Project Explorer.

See also

Gather process and system requirement information on page 37

What types of HMI screens do I need? on page 37

Define conventions for screens on page 39

Project navigation on page 301

To increase application usability and operator efficiency, follow established

conventions and good visual design principles when creating screens.

Prerequisites

Decide the specific settings to use for items before creating screens:

• Colors, background colors, and fonts

• Equipment symbols

• Position and status of valves

• Position and status of pumps and motors

• Information to be included on each screen such as a company logo.

Consistency considerations

Follow guidelines to make the screens within the application consistent:

• Present the same information and basic functions in the same places

on each display to make it easier for users to find elements as they navigate from screen to screen.

• Use the standard and easily recognizable symbols from the View

Designer library of predefined graphics. For example, View Designer contains standard ISA symbols for tanks and valves.

• Place the same kind of buttons in the same positions on each screen,

and label them consistently. For example, if there is a Start button in a certain position in one screen, do not put a Stop button in the same position on another screen.

• Use standard, clear terminology. Avoid abbreviations or acronyms.

• Use colors with recognizable meanings. For example, in Europe and

North America, the colors red and green often mean stop and start. Keep color meanings consistent by assigning red only to Stop buttons, and green only to Start buttons.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 39

Chapter 1 View Designer

Usability considerations

Follow guidelines to increase application usability:

• On each screen, include only necessary information. Create pop-ups to

provide more detailed information.

• For touch screens, place important buttons where they will not be

blocked by a pop-up. Also ensure that buttons are large enough and spaced far enough apart for users to touch them easily, even when they are wearing work gloves.

• Ensure there is always a clear way to move between displays.

• For text, use high-contrast color combinations such as yellow on blue

or dark text on light-colored backgrounds.

Reuse considerations

After establishing conventions for screens, ensure screen uniformity by reusing screens.

See also

What types of HMI screens do I need? on page 37

Screen hierarchy on page 38

40 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Create a project

Chapter 2

Create a project in View Designer

The first step towards building a runtime application is creating a project. A

View Designer project includes screens, controller references, and information about the target HMI device.

View Designer creates and uses the file extension .vpd for user-created projects. By default, projects are saved to <user>\My Documents\Studio 5000\Projects.

Use the View tab on the New Project dialog box to:

• Create and name a View Designer project.

• Select the type of HMI device.

See also

Create a project for a PanelView HMI device on page 41

New Project dialog box on page 42

Open a project on page 44

Save a project on page 50

The first step towards building a runtime application is creating a project. A

View Designer project includes the screens, controller references, and information about the target HMI device. View Designer creates and uses the file extension .vpd for user-created projects. By default, projects are saved to <user>\My Documents\Studio 5000\Projects.

Prerequisites

• Close any open project. Creating a project is not allowed if another

project is open. Projects in other instances of View Designer may remain open. It is recommended that no more than three instances of View Designer run at one time.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 41

Chapter 2 Create a project in View Designer

Keyword

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To create a project

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View Designer creates the project and displays its contents in the Project Explorer tab. The project contains a default screen named Screen_001, which

is open.

1. On the Menu bar, select File > New Project.

2. In the Name box, type a name for the project, and select Finish.

• The name must contain only numbers, letters, and underscores.

• The name must not begin with a number, contain spaces, have

more than one underscore in a row, or end with an underscore. The name must not be a reserved keyword:

New Project dialog box

The Project Properties dialog box is also open. Use the References tab to add the controller references for this project. A controller reference is a connection from the View Designer project file (.vpd) to a Logix Designer project file (.acd).

See also

Add a controller reference on page 75

Select a target HMI device for a new project on page 57

Close a project on page 53

Rename a project on page 48

Save a copy of a project on page 51

How do I open the New Project dialog box?

On the Menu bar, click FILE > New Project.

Use the View tab on the New Project dialog box to:

• Create and name a View Designer project. A View Designer project

includes the screens you create, controller references, and information about the target HMI device. The project is stored in a file with a .vpd extension.

• Select the type of HMI device. The screens in a project represent the

physical size of the HMI device selected for the project.

42 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

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Create a project from the

Chapter 2 Create a project in View Designer

• Optionally, select the View Designer version with which to create the

project when there are multiple versions of View Designer installed.

Creating a project is the first step in building a runtime application.

Tip: Close any open project before creating another project. Projects in other instances of View Designer may remain open. It is recommended that no more than three instances of View Designer run at one time.

See also

Create a project on page 41

Open a project on page 44

Close a project on page 53

Rename a project on page 48

Save a project on page 50

Studio 5000 launcher

BEGIN_NT_RUNG BY CASE COS DEG DEG DO ELSE

The first step towards building a runtime application is creating a project. A

View Designer project includes the screens, controller references, and

information about the target HMI device. View Designer creates and uses the

file extension .vpd for user-created projects. By default, projects are saved to <user>\My Documents\Studio 5000\Projects.

To create a project from the Studio 5000 launcher

1. Start Studio 5000 from the icon on the desktop.

2. Select New Project.

3. On the New Project dialog box, select the View tab.

4. In the Name box, type a name for the project, and click Finish.

• The name must contain only numbers, letters, and underscores.

• The name must not begin with a number, contain spaces, have

more than one underscore in a row, or end with an underscore. The name must not be a reserved keyword:

TRUNC UNTIL WHILE XOR

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 43

5. (optional) If multiple versions of View Designer are installed, to create

a project using a different version, in the Version box, select a version. The Version box lists the versions of View Designer installed.

Chapter 2 Create a project in View Designer

IMPORTANT

Open a project

See also

Open the last saved project or any previously saved projects. Open a View

Designer project using the same or later version of View Designer used to save the project. Opening a .vpd file of an earlier version than the installed version of View Designer converts the .vpd file to the installed version of View Designer.

Add a controller reference on page 75

Select a target HMI device for a new project on page 57

Close a project on page 53

Rename a project on page 48

Save a copy of a project on page 51

Converting a View Designer project to version 5.01 does not convert any user-defined changes to predefined screens or the System Banner. When converting a project to version 5.01, reapply the user-defined changes to the predefined screens and the System Banner. View Designer creates a backup of the converted project in the same folder as the original project. Refer to the original project for the user-defined changes to reapply. View Designer does not support copying and pasting content on predefined screens or the System Banner.

Prerequisites

• Close any open project. Only one project can be open at a time.

Projects in other instances of View Designer may remain open. It is recommended that no more than three instances of View Designer run at one time.

• Verify the version used to save the project without opening View

Designer. Browse to and hover over the .vpd file. Right-clicking the .vpd file, clicking Properties, and then clicking the Details tab also shows the project version.

To open a project:

44 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

1. On the Menu bar, click File > Open Project.

2. Select a project and click Open. The title bar shows the name of the

open project and the HMI device type for the project.

Projects. The most recently closed project appears at the top of the list.

Open Project dialog box

See also

Close a project on page 53

Open Project dialog box on page 45

Rename a project on page 48

Chapter 2 Create a project in View Designer

Tips:

• Double-click a .vpd file to launch View Designer and open the project.

• Opening a project created using an earlier version of View Designer opens the Opening

Project dialog box. This indicates that the project was created using an earlier version and creates a backup of the project. Clicking Convert saves the backup of the original project in the same folder. The name of the backup file is appended with _V2 or _V3.

• A project does not convert if the Templates folder or a project template file is missing or corrupt. Repair the View Designer install to create or replace an unrevised missing or corrupt project template. If the Templates folder is revised, manually delete a corrupt project file.

• Opening a project saved with a later version of View Designer is not allowed.

• View Designer provides a list of recent projects. On the Menu bar, click File > Recent

How do I open the Open Project dialog box?

On the Menu bar, click FILE > Open project. The Open project option is also

available on the Studio 5000 Launcher.

The Open Project dialog box provides a list of HMI projects saved to the computer. Use the Open Project dialog box to select and open a project.

Close any open project before opening another project. Projects in other instances of View Designer may remain open. It is recommended that no more than three instances of View Designer run at one time.

See also

Open a project on page 44

Close a project on page 53

Rename a project on page 48

Save a copy of a project on page 51

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 45

Chapter 2 Create a project in View Designer

IMPORTANT

versions.

Convert a project

Convert a project to upgrade it from an earlier version of View Designer to the current installed version of View Designer. Converting a project to an

earlier version of View Designer is not allowed.

Prerequisites

Converting a View Designer project to version 5.01 does not convert any user-defined changes to predefined screens, the System Banner, and Add-On Graphics. When converting a project to version 5.01, reapply the user-defined changes to the predefined screens, the System Banner, and Add-On Graphics. Refer to the original project for the user-defined changes to reapply. View Designer does not support copying and pasting content on predefined screens or the System Banner between

• Verify the version used to save the project without opening View

Designer. Browse to and hover over the .vpd file. Right-clicking the .vpd file, selecting Properties, and then selecting the Details tab also shows the project version.

To convert a project

1. (optional) To retain customized content on a predefined screen or the System Banner, open the project using the current version of View Designer, copy any customized predefined screen or the System Banner content to a separate screen for temporary storage, and then save and close the project.

Tip: Copy content that appears on separate tabs of predefined screens to separate screens.

2. Create a new project in View Designer using the new version.

3. Select File > Close Project.

4. Select File > Open Project

5. Select the project to convert and select Open. A prompt appears to

convert the project to the current version of View Designer.

6. Select Convert. When the project converts, View Designer creates a

backup of the original project in the same location as the converted file. View Designer appends the name of the backup file with _V#.

Tips:

• To repair a missing or corrupt project template manually, copy the missing or corrupt content from another project. After revising the Templates folder manually, delete the corrupt project template.

46 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

7. (optional) Copy the custom content from the the predefined screens and System Banner, paste the content into the new versions of the predefined screens and System Banner, and then delete the temporary screens.

View the default content of

a project

Chapter 2 Create a project in View Designer

See also

Open a project on page 44

Close a project on page 53

Open Project dialog box on page 45

Rename a project on page 48

The Predefined Screens folder in the Project Explorer contains default screens, popups, and a Banner item for each project.

To view default content of a project

1. Select View > Project Explorer.

2. View the contents of the Predefined Screens folder:

• Banner. Appears at the top of each project screen. It displays date

and time, active and unacknowledged alarm indicators, controller diagnostic, and network diagnostic information. It also provides buttons to navigate to the Alarm Summary, log on and log off the

project, move backward and forward through navigation history, and display the Navigation menu at the bottom of the HMI device.

• Settings. Provides a menu of options to configure settings for the

HMI device. By default, access the Settings screen through the Navigation menu on the HMI device. The options on the Settings screen open the popups listed under the screen in the Predefined Screens folder. These popups perform tasks to configure the HMI device.

Tip: Restrict access to the screens that configure the HMI device. Apply any role that is not Administrator to the Guest User on the Security Administration screen. Any non- Administrator user, including users with the None role assigned, can open the popups but cannot change the options.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 47

• AlarmSummary. This screen displays a list of alarms that are in

"interesting" states or that require attention. For example, the Alarm Summary lists alarms that are In Alarm and Unacknowledged. By default, access the AlarmSummary screen through the System Banner or the Navigation menu on the HMI device.

• AlarmManager. This screen displays a list of all alarms regardless of

their state. Alarms in the Alarm Manager include all of the conditions for a given alarm. By default, access the AlarmManager screen through the Navigation menu or the Alarm Summary on the HMI device.

• Alarm History. This screen displays a list of all alarm state changes.

Each row in the table contains one state change. By default, access the Alarm History screen through the Navigation menu on the HMI device.

Chapter 2 Create a project in View Designer

in the Navigation Menu.

Rename a project

Tips:

• To add or remove information and functionality from predefined items, change the content of predefined screens, popups, and the Banner item like any other screen. Do not remove content that configures the HMI device.

• To restore the default content of a predefined screen, popup, or the Banner item, remove any remaining content from the revised item, open an unchanged version of the item in another project, and copy and paste the default content to the item.

• Dragging the Settings, AlarmSummary, and AlarmManager screens to the Navigation Menu folder in the Project Explorer creates a shortcut for the screen. The shortcut appears in the Navigation Menu. By default, these items are already

3. View the contents of the Assets > Add-On Graphics folder:

• PDF_Reader. This predefined Add-On Graphic occupies the entire

screen of an HMI device to display, zoom, and navigate a PDF document.

• PDF_Reader_Small. This predefined Add-On Graphic occupies half

of the screen of an HMI device to display, zoom, and navigate a PDF document. This Add-On Graphic is not available on six-inch or seven-inch HMI devices.

See also

New Project dialog box on page 42

Create a project on page 41

Open a project on page 44

Close a project on page 53

Change the name of an open project. Renaming a project file does not change the project name.

To rename a project

1. In the Project Explorer, right-click the project and select Rename.

2. Type a new name for the project file and select Enter.

• The name must contain only numbers, letters, and underscores.

• The name must not begin with a number, contain spaces, have

more than one underscore in a row, or end with an underscore. The name must not be a reserved keyword:

48 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

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open in another instance of View Designer.

Rename a View Designer

Chapter 2 Create a project in View Designer

•

BEGIN_NT_RUNG BY CASE COS DEG DEG DO ELSE

project file

TRUNC UNTIL WHILE XOR

3. On the Standard toolbar, select Save .

See also

Close a project on page 53

Project Explorer on page 83

Save a project on page 50

Save a copy of a project on page 51

Rename a View Designer project file on page 49

View Designer project files can have a different name than the project name. Renaming a project does not rename the project file name.

To rename a View Designer project file

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 49

• Use one of the following methods:

• Navigate to the file location and change the file name. By default,

projects are saved as VPD files in the project directory <user>\My Documents\Studio 5000\Projects.

• Select File > Save Project As and type a unique name for the

project.

Tip: View Designer cannot save a .vpd file with a name if a .vpd file of the same name is

See also

Create a project on page 41

Rename a project on page 48

Chapter 2 Create a project in View Designer

Sort the contents of a Save a project

View and sort a list of all open screens, shortcuts, and popups in a project.

project

To sort the contents of a project:

See also

As a best practice, save a project frequently while working on it. This prevents data loss due to an unexpected power failure or other problem.

1. On the Menu bar, click WINDOW > Windows.

2. Click the Name column heading. Clicking the heading switches

between ascending and descending sort order.

Tip: To display an item from the list, select the item and click Activate. Activating an item also opens the corresponding Graphic Explorer and Properties windows for the item.

Graphic Explorer on page 142

Properties window on page 293

By default, projects are saved as .vpd files in the project directory <user>\My Documents\Studio 5000\Projects.

To save a project

• On the Standard toolbar, select Save .

See also

Save a copy of a project on page 51

Close a project on page 53

Open a project on page 44

Rename a project on page 48

50 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

SD card.

Save a copy of a project

Save a runtime application

Chapter 2 Create a project in View Designer

Use the Save Project As command to create a copy of an open project. Create a copy of a project to:

• Create a project from an existing project.

• Prevent overwriting the original project.

To save a copy of a project

1. Select File > Save Project As.

2. In the File name box, type a name for the project.

3. Select Save. The open project is now the new project, not the original

project. Pending edits are saved only to the new project. They are not saved to the original project.

Tip: View Designer cannot save a project if a .vpd file with the same name is open in another instance of View Designer.

4. (optional) Rename the project.

See also

to removable media

Save a project on page 50

Close a project on page 53

Rename a project on page 48

Save a View Designer runtime application as a .vpdr file. Files that are a .vpdr file download to the HMI device without using View Designer. Save the .vpdr file to removable media. After inserting the removable media in the HMI device, download the runtime application to the HMI device.

Prerequisites

• To save the runtime application to removable media, insert a USB

storage device or SD card into the HMI device.

To save a project to removable media

1. Select File > Save Project As. Windows Explorer opens.

2. Navigate to the location to save the runtime application.

Tip: Save the runtime application directly to a USB drive or SD card, or save the runtime application to another location and then copy the runtime application to the USB drive or

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 51

3. In the File name box, type a unique name for the runtime application.

Chapter 2 Create a project in View Designer

• Select Cancel to not save the project.

.vpdr from the location to the USB drive or SD card.

Save Runtime Application

Tips:

• Do not insert the characters ( ) or commas in runtime application file names. When selecting a .vpdr file to upload from removable media on the HMI device, any .vpdr file name that contains a comma or ( ) characters does not appear in the list selector. The list selector cannot show file names that contain a comma or ( ).

• If typing the .vpdr extension as part of the file name, type the extension in lowercase letters.

4. In the Save as type box, select View Designer Runtime Application (.vpdr) and select Save. The Save Runtime Application wizard opens the Save Runtime Application page. The Location box on the Save Runtime Application page contains the specified location and file

name.

Tip: Downloading a .vpd project file to the HMI device from removable media is not supported.

5. In the Default language used at startup of HMI device and for undefined translations box, select the language in which to display the

runtime application on the HMI device.

6. Select Save. The wizard builds and saves the runtime application on the removable device.

Tips:

• While saving, the project is verified. Any warnings and errors that occur appear. Select

Close and correct any warnings or errors and then save the project again.

wizard

7. When the save is complete, select Close.

Tip: When the runtime application exists in a location other than removable media, copy the

See also

Create a project on page 41

Save a project on page 50

How do I open the Save Runtime Application wizard?

1. Click File > Save Project As and navigate to a SD card or USB drive on

which to store the runtime application.

2. In the File name box, type a unique name for the runtime application.

3. In the Save as type box, select View Designer Runtime Application (.vpdr) and click Save.

Use the Save Runtime Application wizard to:

• Save a runtime application .vpdr file to removable media.

• Select the default language of the .vpdr file.

• Download a project to an HMI device without using View Designer.

52 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

media.

Chapter 2 Create a project in View Designer

After saving the runtime application to removable media, download the application by inserting the removable media in the HMI device and performing the download from the Settings screen.

Tips:

• When saving the runtime application, the syntax of all expressions, the elements and properties referenced in expressions, and the existence of all project tags in the referenced controller projects are verified.

• If View Designer encounters a problem, the Save Runtime Application wizard indicates that there is an error. Errors appear in the Errors window below the View Designer screen. Select Close to close the Save Runtime Application wizard and use the Errors window to navigate to the source of the error. Resolve all errors before saving the runtime application to removable

See also

Create a project on page 41

Save a project on page 50

Save a runtime application to removable media on page 51

Close a project

If you have unsaved changes, you are prompted to save or discard the changes before the project closes.

To close a project

• Select File > Close Project.

See also

Open a project on page 44

Rename a project on page 48

Save a project on page 50

Save a copy of a project on page 51

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 53

Chapter 2 Create a project in View Designer

Item:

Cut or copy within a project?

Cut or copy to a different project?

Project Explorer

Navigation Menu content

Yes

Predefined Screens folder

Banner)

folder only; no cut

Screens with no user-defined properties

Yes

Screens with shortcuts

Copy only; no cut

Popups with no user-defined properties

Yes

Popups with user-defined properties

Yes

Shortcuts

Yes

System Banner

Screen and popup content

Graphic elements

Yes

Images

Yes

Controller reference

Yes

Security Administration user account

Yes

Table content (State Table, Color Table,

Cells

Copy only; no cut

Content reuse

Create a project using content from one or more existing View Designer

projects. For example, assume that you use the same screen in multiple projects and now the screen requires updating. Instead of making the changes to each screen in each project, make the changes to the screen in one project and then copy it to the other projects.

Or assume that you have different projects but the same users are accessing them. Configure the security access for each user in one project and then copy them to the other projects.

The ability to cut or copy and then paste content depends on the item:

User-Defined Screens folder No No

Predefined screens (excluding System

Important: Pasting screens or popups in the Predefined Screens folder is not allowed.

Images folder No No

Screens with user-defined properties Yes Yes

Drawing elements Yes Yes User-defined properties Yes Yes

Copy to User-Defined Screens

54 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

Property Definition tab)

Rows Yes Yes

Pasted content retains its appearance and behavior:

• Screens and popups paste with all of their content.

• Links to shortcuts and popups are retained.

• Navigation events are retained. Verify that the navigation works

correctly.

Chapter 2 Create a project in View Designer

• Graphic elements maintain their physical size and position on the

screen.

• Content pasted between projects with different terminal sizes are

converted using the Do not scale scaling mode.

• Position animation behavior may change when copying and pasting

with projects of different terminal sizes. The animation works, but the location that it begins and ends may be different due to scaling.

See also

Copy a Security Administration user account on page 230

Copy an image from a different project on page 229

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 55

Select an HMI device

Select a target HMI device

Chapter 3

Select an HMI device

The screens in a project represent the physical size of the HMI device selected

for the project.

Use the Application tab of the Project Properties dialog box to:

• Specify the location of the HMI device to which the runtime

application will be downloaded.

• Select the type of HMI device for the project.

• Specify how screens scale in View Designer if you change the target

HMI device after you create screens for a project.

• Specify how screens scale if you download a runtime application to an

HMI device that has a different size or aspect ratio than the HMI device for the configured project.

for a new project

See also

Select a target HMI device for a new project on page 57

How changing the HMI device for a project affects screens on page 64

Screen scaling overview on page 63

PanelView 5000 HMI device dimensions and DPI on page 71

The screens in a project represent the physical size of the HMI device selected

for the project. Selecting a target HMI device is required to download the

runtime application to the HMI device. The selected HMI device determines

the number of allowed controller references for the project.

Prerequisites

• Create a new project. Selecting Finish on the New Project dialog box

opens the Project Properties dialog box.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 57

Chapter 3 Select an HMI device

when a View Designer-compatible device is selected.

Important:

device type after creating screen content.

Browse for HMI Device

To select a target HMI device for a new project

1. On the Project Properties dialog box, click the Application tab.

2. In the Location box, select from a list of the most recently used

location.

Tip: When clicking Browse to select the HMI device, the OK button is available only

3. In the Type box, select Browse .

4. On the Select HMI Device dialog box, select the appropriate HMI

device type. By default, this is the HMI device type specified in the New Project dialog box.

5. Select OK. Select Apply to save changes and remain on the Project

Properties dialog box, or select OK to save changes and close the Project Properties dialog box.

Use the Screen Scaling options on the Application tab when changing the HMI

See also

window

Project Properties dialog box on page 59

Change the target HMI device for a project and select a Screen Scaling option on page 61

PanelView 5000 HMI device dimensions and DPI on page 71

How do I open the Browse for HMI Device window?

In the Application tab of the Project Properties dialog box, or on the HMI

Device Location page of the Download wizard, click Browse next to the Location box.

The Browse for HMI Device window is a network browser that displays active network connections and devices in tree form.

Use the Browse for HMI Device window to:

• Select a target HMI device to which to download the project.

• Remove an unused HMI device from the network tree.

58 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

See also

Select a target HMI device for a new project on page 57

Remove an HMI device from the network tree on page 63

PanelView 5000 HMI device dimensions and DPI on page 71

Download Runtime Application wizard on page 885

Project Properties dialog Application tab

How do I open the Project Properties dialog box?

Chapter 3 Select an HMI device

box

On the Menu bar, click Project > Project Properties.

The Project Properties dialog box consists of:

• Application tab: Select or change the target HMI device for a project.

• References tab: Add and configure the controller references for a

project.

• Log On Method tab: Select the logon method for users of the HMI

device.

• Language tab: Select the default language for HMI devices to use for a

download or restart.

• Usage & Capacity tab: Compare the total number of user-defined

screens and popups as well as the total number of controller references in the open project with the maximum number allowed. View the number of existing shortcuts, Add-On Graphics, PDFs, and images used in a project.

See also

Add a controller reference on page 75

Select a target HMI device for a new project on page 57

Change the target HMI device for a project and select a Screen Scaling object on page 61

Security overview on page 765

How do I open the Application tab?

On the Menu bar, click PROJECT > Project Properties and click the Application tab.

Use the Application tab of the Project Properties dialog box to:

• Specify the location of the HMI device to which to download the

runtime application.

• Select the type of HMI device for the project.

• Specify how existing screens scale in View Designer when changing the

target HMI device.

• Specify how screens scale when downloading a runtime application to

an HMI device that has a different size or aspect ratio than the HMI device for the configured project.

• Specify the size of the keyboard and keypad for the HMI device.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 59

Chapter 3 Select an HMI device

enable the list.

Select a default language Language tab

for HMI device

See also

Project Properties dialog box on page 59

Select a target HMI device for a new project on page 57

Change the target HMI device for a project and select a Screen Scaling object on page 61

Screen scaling overview on page 63

Select a default language for HMI devices to use for a download or restart.

To select a default language for HMI device

1. On the Project Properties dialog box, select the Language tab.

2. Select the Default language for HMI device startup list, select a language, and select OK.

Tip: If the Default language for HMI device startup list is disabled, import languages to

See also

Project Properties dialog box on page 59

Language tab on page 60

How do I open the Language tab?

On the Menu bar, click Project > Project Properties and click the Language

tab.

Use the Language tab to select the default language for HMI devices to use for a download or restart.

See also

Project Properties dialog box on page 59

About changing the project language on page 735

Add a language to a View Designer project on page 731

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Import a language file on page 730

Remove a language from a View Designer project on page 733

IMPORTANT

change to the original screen size.

Usage & Capacity tab

Change the target HMI

How do I open the Usage & Capacity tab?

On the Menu bar, click Project > Project Properties and click the Usage &

Capacity tab.

The Usage & Capacity tab compares the number of certain items included in the open project with the maximum number allowed in a project. Use this tab on the Project Properties dialog box to:

• Compare the total number of user-defined screens and popups in an open project with the maximum number allowed for a project.

• View the number of existing shortcuts, Add-On Graphics, PDFs, and images used in an open project.

• Compare the size of the data log configuration in an open project to the maximum size allowed for a project.

• Compare the total number of controller references in an open project with the maximum number allowed for the selected HMI device of the project.

Chapter 3 Select an HMI device

See also

device for a project and select a Screen Scaling option

Project Properties dialog box on page 59

What is a popup? on page 126

Shortcut customization on page 110

Create a screen on page 92

Delete a screen on page 98

The screens in a project represent the physical size of the HMI device selected for the project. Changing the target HMI device type after creating screens for a project converts the screens to fit the dimensions of the new HMI device based on the selected Screen Scaling option.

• Changing the screen size and then changing it back to the original size may change the size and position of the contents.

• Changing screen size cannot be undone. To revert to the original screen size,

To change the target HMI device for a project and select a Screen

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Scaling option

1. Open the project.

2. (optional) To save the project with a new name to preserve screen

content in the original project, on the Menu bar, select File > Save Project As, enter a new name, and select Save.

Chapter 3 Select an HMI device

for the HMI device of the project.

3. On the Menu bar, select Project > Project Properties and select the Application tab.

4. In the Type box, select Browse . The Select HMI Device dialog box opens.

5. Select the appropriate HMI device type. The default HMI device type is set in the New Project dialog box.

6. Select OK to close the Select HMI Device dialog box.

7. In the Screen Scaling section of the Application tab, select a scaling option:

• Scale with fixed aspect ratio. (Default) Resizes the screen content

to fill the screen on the new HMI device as much as possible while maintaining the same aspect ratio. If the aspect ratio of the screens changes from regular (4:3) to wide, or vice versa, squares and circles do not elongate into rectangles and ellipses. Screen content anchors to the upper left of the screen. Any extra space appears to the right of or below the converted screen content.

• Stretch to fit. Resizes the screen content to fill the screen on the

new HMI device. If the aspect ratio of the screens changes from regular (4:3) to wide or vice versa, squares and circles are elongated into rectangles and ellipses. In addition, wrapped text may wrap at different word boundaries on the new screens.

• Do not scale. Keeps the screen content the same size and position

on the new HMI device as the original screens. Screen content ianchores to the upper-left of the screen. Any extra space is added to the right of or below the converted screen content. If the screen on a new PanelView HMI device is smaller than the original screen, the content might be placed outside the new screen borders.

8. In the Keypad and Keyboard Size section, select the size of the keypad and keyboard for an PanelView 5000 device.

• Normal. The default size of the keypad and keyboard.

• Large. The keypad and keyboard display in a larger size similar to a

physical keypad and keyboard.

Tip: The HMI device scales the Large keypad and keyboard to fit the screen.

9. Select Apply and then select OK. The Project Properties dialog box closes.

Tips:

• Changing the target HMI device to an HMI device that allows fewer controller references displays errors on the References tab of the Project Properties dialog box.

• The maximum number of controller references for the HMI device appears at the top of the References tab.

• Delete controller references on the References tab to not exceed the maximum allowed

10. Review the screens, popups, and the banner in the project to ensure that the content, including text and raster images, displays as intended.

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Remove an HMI device from

the network tree

Chapter 3 Select an HMI device

See also

Project Properties dialog box on page 59

How changing the HMI device for a project affects screens on page 64

Screen scaling overview on page 63

Remove an HMI device from the network tree in the Browse HMI Device

window to display only the devices relevant to the project.

To remove an HMI device from the network tree

1. On the Application tab of the Project Properties dialog box, or on the

HMI Device Location page of the Download wizard, select Browse

next to the Location box.

2. In the Browse HMI Device window, right-click the HMI device and select Remove.

Screen scaling overview

See also

Select a target HMI device for a new project on page 57

Browse for HMI Device window on page 58

PanelView 5000 HMI device dimensions and DPI on page 71

Screen scaling that ensures that screen content on the target HMI device is sized similar to the content size on the original HMI device when:

• Changing the target HMI device after creating screens for a project

• Downloading the project to an HMI device that has a different aspect

ratio, resolution, or DPI than the HMI device for the configured project

Control how converted screens display in View Designer and how downloaded screens display on the new HMI device by selecting a scaling mode on the Application tab of the Project Properties dialog box:

• Scale with fixed aspect ratio. (Default) Resizes the screen content to fill the screen on the new HMI device as much as possible while maintaining the same aspect ratio. If the aspect ratio of the screens changes from regular (4:3) to wide, or vice versa, squares and circles are not elongated into rectangles and ellipses.

• Stretch to fit. Resizes the screen content to fill the screen on the new HMI device. If the aspect ratio of the screens changes from regular (4:3) to wide or vice versa, squares and circles are elongated into rectangles and ellipses.

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Chapter 3 Select an HMI device

How changing the HMI

device for a project affects screens

• Do not scale. Keeps the screen content the same size and position on the new HMI device as the original screens.

See also

Change the target HMI device for a project and select a Screen Scaling option on page 61 How changing the HMI device for a project affects screens on page 64 Download a runtime application to a different HMI device on page 887 Runtime application scaling on different HMI devices on page 68

Screen and content measurements and display on page 72

If changing the target HMI device after creating screens for a project, View Designer converts the screens to fit the dimensions of the new HMI device. The conversion may change the size and position properties or screen pixels of the graphic elements in the original project based on the scaling mode

selected. It may be necessary to move content to new screens when converting to a smaller HMI device or combine content into fewer screens when converting to a larger HMI device.

Screens are affected by:

• Content placement

Screen content is anchored to the upper left of the screen in pixel position 0,0. Extra space is added below or to the right of the existing screen content. If the new HMI screen is smaller than the original screen, screen content might be placed outside the new screen borders.

• Text

Point size may change during conversion. Word wrapping is not maintained.

• Banner

The banner is always as wide as the screen width. The height of the banner is set based on the selected Screen Scaling option.

• Popups

Popups and their contents remain the same physical size as on the original screen unless they do not fit the screens on the new HMI device. In this case, the popups and their contents reduce to fit the new screen area while maintaining a fixed aspect ratio. This is regardless of the Screen Scaling option selected. After the screens convert, the relative space that the popups cover on the new screens is different from the original screens.

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• Bindings to size and position properties of graphic elements

Bindings to size and position properties of graphic elements may not work the same after project conversion. This is because the size and

position properties of the graphic elements may have changed. The animation values in a controller may need to be updated to reflect the new size and position coordinates.

• Raster images

Bitmap or raster images store as a series of tiny dots called pixels. When adding a raster image to a View Designer screen, the image Height and Width property values in the Properties tab match the pixel size of the image. Raster images may appear unclear because View Designer scales the bitmap image to match the physical size of the image as it appears on the HMI device screen. Images appear sharp on the HMI device screen.

• Graphic elements

The corner radius and the border width of graphic elements do not resize.

Chapter 3 Select an HMI device

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Chapter 3 Select an HMI device

See also

Application tab on page 59 Change the target HMI device for a project and select a Screen Scaling option on page 61 Screen scaling overview on page 63

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Scaling examples

Chapter 3 Select an HMI device

Scaling options under Screen Scaling on the Application tab include:

Scale with fixed Aspect ratio

Screen examples represent the View Designer screen (canvas).

Stretch to fit

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Screen examples represent the View Designer screen (canvas).

Chapter 3 Select an HMI device

Runtime application scaling

Do not scale

See also

on different HMI devices

Change the target HMI device for a project and select a Screen Scaling option on page 61

When downloading a project to a different HMI device, screens automatically

scale on the HMI device to fit based on the scaling option for the project. This

does not affect the project contents in View Designer. The scaling option is

appears on the Application tab of the Project Properties dialog box.

Downloading a project to an HMI device with a different DPI setting affects the display of screens:

• Content placement

Screens appear in the center of the new HMI device. Any extra space required for Scale with fixed aspect ratio or Do not scale options appears equally on either side or above and below the screen. If the new HMI screen is smaller than the original screen, the Do not scale option is overridden to Scale with fixed aspect ratio to ensure screen content is not clipped.

• Text

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Text appears at the point size for the targeted HMI device. If the actual HMI device differs, the text stretches to fit the new area based on the scale mode selected. If the actual HMI device has a different aspect ratio and the scale mode selected is Stretch to fit, the aspect ratio of the text stretches or compresses to fill the new area.

• System Banner

The System Banner is always as wide as the screen. The height of the System Banner depends on the selected scaling option.

• Popups

• Bindings to size and position properties

Downloading a project to a different HMI device does not affect bindings to size and position properties of graphic elements. Update animation values in the controllers as necessary to match the new size and position values.

• Raster images

Chapter 3 Select an HMI device

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Chapter 3 Select an HMI device

compared to the original. Add ore remove pixels to match the new image size. The image size varies from with HMI device screen size.

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7-inch with keypad

10-inch with keypad

Screen (DPI)

123

133

103

Screen, W x H (mm)

132 x 99

152.5 x 91.5

196 x 118

211 x 158

15-inch with

Screen (DPI)

125

Screen, W x H (mm)

262.6 x 164.7

305.6 x 229.6

377.0 x 301.8

HMI device

Screen, W x H (mm)

115.2 x 86.4

152.5 x 91.5

196 x 118

211 x 158

262.6 x 164.7

PanelView 5000 HMI device

Chapter 3 Select an HMI device

See also

Project Properties dialog box on page 59

Screen scaling overview on page 63

Download a runtime application to a different HMI device on page 887

Dimensions and DPI for the PanelView 5510 HMI device include:

dimensions and DPI

HMI device

Screen diagonal (in) 6.5 6.5 7 9 10.4 10.4 Catalog number 2715P-T7CD 2715P-B7CD 2715P-T7WD 2715P-T9WD 2715P-T10CD 2715P-B10CD Screen size (px) 640 x 480 640 x 480 800 X 480 800 x 480 800 x 600 800 x 600

7-inch

7-inch wide 9-inch wide 10-inch

Screen, W x H (in) 5.20 x 3.90 5.20 x 3.90 6 x 3.6 7.76 x 4.65 8.31 x 6.22 8.31 x 6.22

HMI device

Screen diagonal (in) 12.1 15 15 19 Catalog number 2715P-T12WD 2715PT-T15CD 2715P-B15CD 2715P-T19CD Screen size (px) 1280 x 800 1024 x 768 1024 x 768 1280 x 1024

Screen, W x H (in) 10.34 x 6.48 12.03 x 9.04 12.03 x 9.04 14.84 x 11.88

12-inch wide 15-inch

keypad

19-inch

Dimensions and DPI for the PanelView 5310 HMI device include:

Screen diagonal (in) 5.7 7 9 10.4 12.1 Catalog number 2713P-T6CD1 2713P-T7WD1 2713P-T9WD1 2713P-T10CD1 2713P-T12WD1

Screen size (px) 640 x 480 800 X 480 800 x 480 800 x 600 1280 x 800 Screen (DPI) 142 133 103 96 125

6-inch 7-inch wide 9-inch wide 10-inch 12-inch wide

Screen, W x H (in) 4.5 x 3.4 6 x 3.6 7.76 x 4.65 8.31 x 6.22 10.34 x 6.48

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Chapter 3 Select an HMI device

Screen and content

measurements and display

See also

Application tab on page 59

Select a target HMI device for a new project on page 57

Screen and content measurements and display on page 72

View Designer is a WYSIWYG editor. Text and graphics on the screen in View

Designer closely resemble what appears on the target HMI device. Screens

and their content are measured and displayed in ways that ensure a project

can appear on different HMI devices.

Project screens

Project screens are measured by:

• Pixel dimension. Pixel dimension is the number of pixels wide and high

for a screen. For example, the 7" PanelView device is 640 wide x 480 pixels high. The density of these pixels is known as DPI (Dots Per Inch). DPI is the number of pixels in a linear inch.

Screen resolution is also expressed in DPI. For example, the resolution of the 7" PanelView device is 123 DPI.

• Physical size. The physical size of an HMI device screen is usually

specified as a diagonal measurement, such as from the lower left corner to the upper right corner. For example, the physical size of the 7" PanelView device is 6.5".

The HMI device screen can also be measured by the width and height measurements that are more important for motion animation. For example, the 7" PanelView device is 5.20" wide x 3.90" high. The proportional relationship between the width and height of a screen is called aspect ratio.

The screens in View Designer measure the same as the screens of the configured HMI device. This assumes that Windows is calibrated to the DPI of the monitor on which View Designer is running. For example, the 7" PanelView device is 640 x 480 pixels. To show the screens sized in View Designer with Windows set to 96 DPI, the screens are scaled down to 500 x 375 pixels to represent the 5.20" x 3.90" size.

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Chapter 3 Select an HMI device

Text

Text size is typically measured in points, where a point is 1/72 of an inch. This defines the height of the text, but not its width. This means that text width varies slightly on different devices depending on the DPI of the device.

To prevent text from being distorted on screens of varying DPI, View Designer draws the text at the DPI of the target HMI device and sets the width and height based on the number of pixels the text used. Therefore, the X, Y, Width, and Height property values in the Properties window are shown in the pixel size they will be drawn on the configured HMI device. The text, including its border, is scaled to the physical size it is on the HMI device. Seeing and measuring the actual size maintains minimum touch areas. This assumes that Windows is calibrated to the DPI of the monitor on which View Designer is running.

Screen content

Screen content is sized to match the size of the font, so that when a screen is viewed at 100%, the text and elements are the same size as they appear on the HMI device.

Changing the HMI device for a project, and selecting Do Not Scale as a scaling option causes the size and position properties to change to the pixels necessary to maintain the same size. Text width may also change when the DPI changes, so the font point size might also change to keep the text from being clipped.

Changing the HMI device for a project, and selecting a scale mode other than Do Not Scale also changes the size and position properties, including font size. However, this is a relative change, not a physical change. The screen elements take up the same percent of screen space on the new screen as they did on the old screen, but they are now a different physical size and pixel size.

The spacing around content within a graphic element may differ on View Designer screens that are targeted to different HMI devices. This is due to the different HMI devices having different DPI values. However, text wrapping for content within a graphic element is usually the same from View Designer to an HMI device.

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Chapter 3 Select an HMI device

Raster images look unclear

in View Designer

See also

Select a target HMI device for a new project on page 57

Change the target HMI device for a project and select a Screen Scaling option on page 61

PanelView 5000 HMI device dimensions and DPI on page 71

Screen scaling overview on page 63

Raster images, such as .bmp, .tif, .jpg, or .png files, are comprised of a grid of

pixels, or a bitmap. Scaling elements in View Designer to match the DPI of

the HMI device so that fonts look correct on the HMI device can make raster

images look unclear in View Designer. This happens when the DPI of the target HMI device is much larger than the DPI under which View Designer is running.

The unclear or pixelated effect occurs because the size of all of the elements on the screen are reduced to match the fewer number of pixels used to display fonts on View Designer. The image may look unclear in View Designer, but it displays correctly on the target HMI device. You can typically scale down raster graphics with little loss of quality.

Copying and pasting an image between View Designer projects for different size HMI devices maintains the physical size of the image. The image no longer has the same number of pixels on the new HMI device as it had on the original HMI device. Add the image to the new screen or manually resize the image to correct the size on the new HMI device.

See also

Screen scaling overview on page 63

Screen and content measurements and display on page 72

PanelView 5000 HMI device dimensions and DPI on page 71

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IMPORTANT

of structure, or an element of an array.

Add a controller reference

Chapter 4

Add a controller reference

A controller reference is a connection to a Logix Designer project file (.acd) from a View Designer project file (.vpd). The connection automatically synchronizes data between a Logix Designer project file (.acd) and View Designer project file (.vpd).

Add up to four controller references, and a recommended maximum of 50,000 tags in a Logix controller to a project. Use a maximum of one controller for each PanelView 5310 project or a maximum of four controllers for a PanelView 5510 project.

Tip: Every scalar, array element, and structure member is considered a separate tag.

Use the References tab on the Project Properties dialog box to add or change a controller reference.

See also

Add a controller reference on page 75

Synchronization on page 80

References tab on page 77

A controller reference is a connection to a Logix Designer project file (.acd)

from a View Designer project file (.vpd). The connection automatically synchronizes data between a Logix Designer project file (.acd) and View Designer project file (.vpd). For PanelView 5510 HMI devices, View Designer supports up to four controller references.

Adding a controller reference adds the controller reference to the next available reference card on the References tab. Each controller reference has a number in the reference card. This controller number appears when browsing for HMI device controller tags in the Tag Browser.

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 75

Select a controller only from an Ethernet network. Logix controllers and project files must be version 27 or later.

Tip: For projects with a PanelView 5000 HMI device, the recommended number of tags across all four Logix controllers is 200,000. A tag is a scalar tag. Scalar tags are BOOL, DINT, REAL, a member

Chapter 4 Add a controller reference

To add a controller reference

1. On the Project Properties dialog box, select the References tab.

2. In the Controller[#] Reference Name box, type a unique name for the

controller reference. Name the controller reference a different name than the project.

Tips:

• Add up to four controller references for projects configured with a PanelView 5510 HMI device.

• Entering a controller reference name or selecting Add controller reference adds an additional controller reference card for projects configured with a PanelView 5510 HMI device.

• Added controller references appear after the last controller reference card. After saving controller references, reference cards appear in order by controller reference number that appears in the Controller[#] Reference Name box.

• Adding the maximum number of controller references for an HMI device makes Add controller reference unavailable.

• Add up to four controller references for projects configured with a PanelView 5510 HMI device.

• Entering a controller reference name or selecting Add controller reference adds an additional controller reference card for projects configured with a PanelView 5510 HMI device.

• Adding the maximum number of controller references for an HMI device makes Add controller reference unavailable.

• Controller References each contain an index number. When controllers replicate at the same time, the controller with the lowest index number replicates before the other controllers in queue. The controller with the lowest index number in queue has the highest priority.

• The combined number of PanelView 5000 HMI devices and Logix controllers that can communicate with each other through a 1756-EN2T or 1756-EN3T Ethernet module is eight or fewer.

3. Type the path of the file or select a Logix Designer project file (.acd) by

selecting Browse next to the Logix Project File box.

Tip: The project file (.acd) for each referenced controller must be Logix Designer version 27 or later.

4. Set the path from the HMI device to the controller: a. Type the IP address of the controller. To browse for the controller, after

the HMI to Controller Path box, select Browse and select the controller running the selected Logix Designer project file (.acd).

b. In the Slot box, select the slot number of the controller to reference.

After browsing to the controller in the previous step, the slot number appears automatically.

5. Set the path from the View 5000 Emulator to the controller: a. After the Emulator to Controller Path box, select Browse and

select the controller running the selected Logix Designer project file (.acd).

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Chapter 4 Add a controller reference

b. (optional) If the controller is previously viewed, select the Select

Controller Path list and select the controller from an Ethernet

network or virtual backplane running Logix Emulator.

Tips:

• The Select Controller Path list contains up to the last five recently viewed controller paths. If there are no previously viewed paths, the list does not appear.

• Setting the Emulator to Controller path to the same path for multiple controller references displays duplicate alarms in the Alarm Summary and the Alarm Manager. Each alarm in the controller displays for each controller reference that has the same Emulator to Controller path.

6. Select Apply to save changes and keep the Project Properties dialog box open, or select OK to save changes and close the dialog box.

Tip: When browsing for a controller, the OK button is available when selecting a View Designer-compatible device.

See also

Project Properties dialog box on page 59

References tab

References tab on page 77

Select a target HMI device for a new project on page 57

Remove a controller reference on page 79

How do I open the References tab?

1. Click VIEW > Project Explorer.

2. Right-click the project name.

3. Select Project Properties.

4. Click the References tab.

Use the References tab to add controller references to the project. A controller reference is a connection to a Logix Designer project file (.acd) from a View Designer project file (.vpd). Add up to four controller references for a PanelView 5510 HMI device. The connection automatically synchronizes data between a Logix Designer project file (.acd) and View Designer project file (.vpd).

See also

Project Properties dialog box on page 59

Synchronization on page 80

Add a controller reference on page 75

Remove a controller reference on page 79

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Chapter 4 Add a controller reference

Browse for Controller

How do I open the Browse for Controller window?

window

Copy a controller reference

In the References tab of the Project Properties dialog box, or on the Controller References page of the Download wizard, click Browse next

to the Slot box.

The Browse for Controller window is a network browser that displays active network connections and devices in tree form.

Use the Browse for Controller window to select a controller to reference for the project.

See also

Add a controller reference on page 75 Remove a controller from the network tree on page 80

Copy a controller reference within a View Designer project or from one View

Designer project to another. This eliminates the need to manually enter the information in a project. Copy individual items from a controller reference or the entire controller reference. Paste controller references that are of the same version of Logix Designer.

Prerequisites

• Open the source View Designer project containing the content to copy.

• If pasting content into another project, start an instance of View

Designer and open the target project. Open no more than three instances of View Designer at one time.

To copy a controller reference

1. In the source project, select Project > Project Properties and select the References tab.

2. Right-click the controller reference and select Copy.

Tip: To copy a single item from a controller reference card, select the controller reference, select the item to copy, and then right-click and select Copy.

3. In each target project:

a. Select Project > Project Properties and select the References tab.

b. Right-click the new controller reference card and select Paste.

Pasting assigns the next available controller reference number.

c. Select Apply to save changes and remain on the Project Properties

dialog box, or select OK to save changes and close the Project Properties dialog box.

78 Rockwell Automation Publication 9324-UM001D-EN-D - September 2020

references from the References tab removes the errors.

Remove a controller

Tips:

• Pasted controller references appear after the last controller reference card. Each controller reference card has a controller reference number that identifies the position on the References tab and the name of the referenced controller. When reopening the References tab, reference cards appear in order by controller reference number that appears in the Controller[#] Reference Name box.

• After saving controller references, reference cards appear in order by controller reference number.

• For PanelView 5310 HMI devices, View Designer does not support pasting a controller reference in a project that already contains a controller reference.

• For PanelView 5510 HMI devices, paste up to four controller references in a project.

• For multiple controllers and their tags to appear in the Tag Browser for a PanelView

5510 HMI device, the project file (.acd) for each referenced controller requires the same version of Logix Designer.

• View Designer does not support pasting a number of controller references that exceeds the total allowed for an HMI device. A prompt appears to paste the copied controller references that do not exceed the maximum for the HMI device.

• The maximum number of controller references appears at the top of the References tab and on the Usage & Capacity tab. Deleting the required number of controller

Chapter 4 Add a controller reference

reference

See also

Project Properties dialog box on page 59

References tab on page 77

Add a controller reference on page 75

Remove a controller reference on page 79

Reuse content on page 147

Removing a controller reference disconnects the View Designer project from the Logix Designer project file (.acd). Tags and data types for the referenced controller no longer appear in the Tag Browser or Data Type Browser.

To remove a controller reference

1. On the Project Properties dialog box, select the References tab.

2. To the right of the controller reference, select Remove controller reference . The reference no longer appears.

Tips:

• Removing a controller reference adjusts the placement of any subsequent reference cards. After saving controller references, reference cards appear in order by controller reference number that appears in the Controller[#] Reference Name box.

• In the Controllers popup on the HMI device, any unused controller reference has a tab named Not configured.

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Chapter 4 Add a controller reference

Remove a controller from Synchronization

the network tree

3. Select Apply to save changes and remain on the Project Properties dialog box, or select OK to save changes and close the Project Properties dialog box.

See also

Project Properties dialog box on page 59

References tab on page 77

Remove a controller from the network tree in the Browse for Controller window to display only the controllers that are relevant to the project.

To remove a controller from the network tree

1. On the References tab of the Project Properties dialog box, or on the

Controller References page of the Download wizard, select Browse

next to the Slot box.

2. In the Browse for Controller window, right-click the controller and select Remove.

See also

Browse for Controller window on page 78

Add a controller reference on page 75

Studio 5000 automatically synchronizes data between a Logix Designer

project file (.acd) and a View Designer project file (.vpd). It also synchronizes data between the runtime application on the HMI device and the controllers connected to that HMI device. The synchronized data includes tags, data types, program tags, and alarms. The synchronization service automatically runs in the background every 15 seconds, enabling work to continue while the data synchronizes.

See also

Synchronization between Logix Designer and View Designer on page 81

Tag browsing in a secured Logix Designer project file on page 82

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Synchronization: Controller state indicator icons on page 81

Icon

Description

Synchronization between

Logix Designer and View

Synchronization: Controller

Designer

When creating an HMI project in View Designer, use the synchronized data

to bind to graphic elements, screens, or expressions.

Chapter 4 Add a controller reference

In View Designer

Synchronization state indicator icons appear next to a controller on the References tab, and on the Tag Browser window to indicate the state of the controller. The state indicators do not appear if there is no new data to synchronize.

• When adding a new controller reference, content is synchronized

between the Logix Designer project file (.acd) for that controller and the View Designer project file (.vpd).

• When synchronization is in progress, downloading an HMI project to

the HMI device is not supported. As a best practice, Rockwell Automation recommends saving the HMI project after synchronization is complete.

• When changing a controller reference, select OK on the References tab

to synchronize content between the newly referenced Logix Designer project file (.acd) for that controller and the View Designer project file (.vpd). If the Logix Designer project file (.acd) is not valid, the synchronization service displays an error, synchronization does not take place, and the HMI project references the previously synchronized data from the last referenced Logix Designer project file (.acd).

• When deleting a controller reference, the previously synchronized data

from the Logix Designer project file (.acd) no longer appears in the View Designer project file.

state indicator icons

In Logix Designer

When making a change in a Logix Designer project file (.acd), the synchronization service detects the changes to a Logix Designer project file (.acd). The synchronization service automatically synchronizes data between the Logix Designer and View Designer project files.

See also

Synchronization between the runtime application and the controller

on page 82

Tag browsing in a secured Logix Designer project file on page 82

These are the controller state indicator icons:

A controller is synchronizing.

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Chapter 4 Add a controller reference

mouse on the icon to display additional information.

version that is not supported. Hover your mouse on the icon to display additional information.

Synchronization between Tag browsing in a secured

the runtime application and the controller

The data in a controller is not synchronized. Controller data synchronizes automatically. Hover the

A synchronization error occurred. The Logix Designer project file (.acd) does not exist, or it is a

The controller is synchronized.

See also

Synchronization on page 80

When downloading the HMI project to the HMI device, the synchronization

service connects the runtime application to the controller referenced in the

HMI project. After the synchronization service connects to the controller, it

reads data from the controller to determine if it matches the data in the HMI

project. If the data does not match, the data in the HMI project automatically synchronizes with the data in the controller.

When the runtime application runs on the HMI device, the synchronization service checks if the Logix Designer file in the controller was updated. The Logix Designer project file in the controller can be updated using the online editing features in Logix Designer. If the project file was updated, the synchronization service will automatically synchronize data between the Logix Designer project file referenced in the runtime application and the newly updated Logix Designer project file in the controller.

Logix Designer project file

Configure system tags to display information about the synchronization status of the runtime application and the Logix5000 controller or use the ControllersGeneral screen in the Predefined Screens folder.

See also

Synchronization between Logix Designer and View Designer on page 81

Tag browsing in a secured Logix Designer project file on page 82

Browsing for tags in a secured Logix Designer project file (.acd) from View

Designer is allowed only with security access to the .acd file.

The first logged-on user to open View Designer may prevent subsequent users who log on and open View Designer from synchronizing .acd files in their Documents folder while the first user is still logged on. To prevent this:

• Have the subsequent user synchronize with a file that both the

subsequent user and first user can access.

• Have the first user log off before the subsequent user logs on.

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View the default content of

If multiple users log on and log off of the same computer, and the first user to start View Designer logs out, subsequent users will no longer be able to synchronize .acd files or create or change references to them. To prevent this, have only one user logged on to a multi-user computer at a time when running View Designer.

Install Logix Designer to synchronize with an .acd file.

Install Logix Designer version 27 or version 28, or Studio 5000 Logix Designer version 29 to add a reference to their respective .acd file. However, A View Designer project (.vpd file) that already has an .acd file reference added and synchronized stays synchronized without installing Logix Designer.

Chapter 4 Add a controller reference

See also

Synchronization between Logix Designer and View Designer on page 81

Synchronization between the runtime application and the controller

on page 82

a project

Project Explorer

View Designer provides default content to use to build and organize a project.

The Project Explorer displays the contents of a View Designer project in tree

form. The root-level project folder contains the project name and default folders -- Navigation Menu, User-Defined Screens, and Predefined Screens.

See also

Project Explorer on page 83

Predefined Screens folder on page 85

What is the System Banner? on page 86

What is the Settings screen? on page 86

What is the Alarm Summary? on page 88

How do I open the Project Explorer?

On the Menu bar, click VIEW > Project Explorer.

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The Project Explorer displays the contents of a View Designer project in tree form. The root-level project folder contains the project name and default folders. These folders contain the items of the project, including default content. Project items include:

Chapter 4 Add a controller reference

Default Folder

Screens

Shortcuts

Popups

Folders

Default Project

Popups

Add-On

Images

Sample

Documents

Events

Navigation Menu

User-Defined Screens

Predefined Screens

Assets

Data Logging

Project Events

Screens and

Graphics

rates

The content and its order in the Navigation Menu folder are displayed as menu items in the Navigation menu on the HMI device. The shortcuts in the

Navigation Menu folder are based on user-defined screens or the Settings, Alarm Summary, and Alarm Manager predefined screens.

Use the Project Explorer to:

• Browse and organize the contents of a project.

• Add screens, shortcuts, popups, and folders to a project.

• Open, rename, and delete screens, shortcuts, popups, and folders.

• Create navigation for the user on the HMI device.

• Create an Add-On Graphic or image to add to a screen or popup

• Create a data log with sample rates to add to a screen or popup

• Display the properties of a project, such as controller references and

the target HMI device.

• Verify a project.

• Rename a project.

• Add a PDF document

• Create project events

• Copy and paste single and multiple objects.

Right-click an item in the Project Explorer to see a list of actions to perform.

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Predefined Screens folder

Chapter 4 Add a controller reference

See also

Create a screen on page 92

Create a shortcut to an existing screen on page 105

Create a popup on page 116

Open a screen on page 93

Specify a Home screen on page 303

The Predefined Screens folder in the Project Explorer contains default

screens, popups, and a Banner item for each project. The contents of the Predefined Screens folder includes:

• Banner. By default, this item appears at the top of each project screen.

It displays date and time, active and unacknowledged alarm indicators, controller diagnostic, and network diagnostic information. It also provides buttons to navigate to the Alarm Summary, log on and log off the project, move backward and forward through navigation history, and display the Navigation menu at the bottom of the HMI device.

• Settings. This screen provides a menu to configure settings for the HMI

device. By default, access the Settings screen through the Navigation menu on the HMI device. The options on the Settings screen open the popups listed under the screen in the Predefined Screens folder. These popups perform tasks to configure HMI device settings.

• AlarmSummary. This screen displays the Alarm Summary, a list of

alarms that are in interestingstates or that require attention. For example, the Alarm Summary lists alarms that are In Alarm and Unacknowledged. By default, access the AlarmSummary screen through the System Banner or the Navigation menu on the HMI device.

• AlarmManager. This screen displays the Alarm Manager, a list of all

alarms regardless of their state. Alarms listed in the Alarm Manager include all of the conditions for an alarm. By default, access the

AlarmManager screen through the Navigation menu or the Alarm Summary on the HMI device.

• AlarmHistory. This screen displays the Alarm History, a list of all alarm

state changes. By default, access the AlarmHistory screen through the Navigation Menu.

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Chapter 4 Add a controller reference

What is the System Banner?

What is the Settings

See also

What is the Settings screen? on page 86

What is the Alarm Manager? on page 88

What is the Alarm Summary? on page 88

What is the System Banner? on page 86

The System Banner appears at the top of each screen configured to show the

System Banner, and each shortcut to which you have access. The System Banner contains a default set of items. Security access to the System Banner

cannot be set for a particular role. You can remove the System Banner from a screen or shortcut through the Properties window for the selected screen or shortcut.

You can change the height of the System Banner, but not the width. The System Banner is always as wide as the screen.

If you do not scale screens and change the HMI device type for your project, this affects the System Banner. For example, blank space appears to the right of the System Banner when you configure the project for larger HMI device screens. Space to the right of the System Banner is removed when you configure the project for smaller HMI device screens. When you do not scale screens and change project settings to a smaller HMI device, elements may appear clipped at the right end of the System Banner on the HMI device.

See also

Open the System Banner on page 130

Add a graphic element to the System Banner on page 132

Remove a graphic element from the System Banner on page 134

Remove the System Banner from a screen on page 134

System Banner contents on page 137

screen?

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Use the Settings screen on the HMI device to view and change HMI device

and system-wide settings. The Settings screen opens popups that appear in

the Predefined Screens folder of the Project Explorer. View Designer does

not support moving the popups into the User-Defined Screens folder. Create events to open these popups from other screens and graphic elements in a project. On the HMI device, use the Settings screen to select an option to open a popup and perform the associated tasks.

Option:

Popup:

Tasks:

• Specify DNS addresses

• Specify link duplex

NetworkDiagnostic tab

• View network diagnostics

touch

• View diagnostic information

device

Set the time zone for the HMI device

information

Media

an SD Card inserted into the HMI device.

disable the remote access to the HMI device.

• Configure the SMTP client to send emails.

Chapter 4 Add a controller reference

Network

Display Display • Adjust the HMI device screen brightness

HMI Device

Data Export Data Export • Export the alarm history or data logs to

NetworkIPSettings tab • Specify Internet protocol settings

• Specify IP addresses

NetworkLinkSettings tab • Enable Ethernet links

• Set link speed

• Turn on the screen saver

• Set the brightness and delay for the screen

saver Calibrate the screen to respond accurately to

•

HMIDevice • Specify if project downloads and firmware

updates are allowed

• Change the name of the HMI device

• View catalog and firmware numbers

HMIDevice_RebootConfirm • Reboot the HMI device

removable media

Troubleshooting Troubleshooting • Import a troubleshooting profile

• Export a troubleshooting log

• Turn off troubleshooting and reboot the HMI

Date and Time DateAndTime • Set the date and time for the HMI device

•

Controllers

Download from

VNC VNC • Configure remote access rights to an HMI

ControllersGeneral tab • View controller reference and status

ControllersDiagnostic tab • View controller diagnostics

Load Application • Load a .vpdr file from an HMI storage device or

device as either Full-Access or View-Only, or

See also

Predefined Screens folder on page 85

What is the System Banner? on page 86

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 87

What is the Alarm Summary? on page 88

What is the Alarm Manager? on page 88

Chapter 4 Add a controller reference

• The 5380, 5480 and 5580 Logix families of controllers support tag-based alarms.

What is the Alarm What is the Alarm Manager?

Summary?

The Alarm Summary lists alarms that are In Alarm or Unacknowledged. The

Alarm Summary automatically subscribes to all alarms from the controller

references specified in the project properties. It displays one alarm condition

per row. Use the Alarm Summary to monitor and interact with alarms. Add or remove columns to show different data for alarms in the Alarm Summary table. The 5380, 5480 and 5580 Logix families of controllers support tag-based alarms.

Use the Alarm Summary on an HMI device to:

• Acknowledge alarms.

• Disable alarms.

• Shelve alarms.

• Sort alarms.

• Filter alarms.

• Pause alarms.

• Reset digital alarms.

• View alarm details.

See also

Alarm Summary contents for a large HMI device screen on page 330

Alarm Summary contents for a medium HMI device screen on page 328

Alarm Summary table columns on page 331

Columns tab on page 333

Details pane for an Alarm Summary on page 333

The Alarm Manager lists all alarms configured in a system and their current

states. The Alarm Manager subscribes to alarms in the controllers. Every alarm from the controllers is listed unless an alarm is removed from a controller. Use the Alarm Manager table to monitor and interact with the alarms on the HMI device.

Tips:

• For tag-based alarms, the Alarm Manager only displays alarms with Use and evaluate alarm selected in Logix Designer.

By default, an AlarmManager screen is included in each project. Create a user-defined Alarm Manager screen by adding an Alarm Manager graphic element to a screen in View Designer.

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Chapter 4 Add a controller reference

Use the Alarm Manager to:

• View alarm names to identify the controller and tag of an alarm.

• Enable or disable alarms to take them in or out of service.

• Shelve and unshelve alarms and alarm conditions.

• Reset counts for alarms.

• Sort and filter alarms.

• View alarm errors.

• View individual conditions for an alarm.

• View details for a selected alarm or alarm condition.

See also

Alarms overview on page 313

Create an alarm screen on page 316

Alarm Manager contents for a large HMI device screen on page 343

Alarm Manager table columns on page 346

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Work with screens

Screen tab

Chapter 5

Screens

Use a screen to contain content and create shortcuts that appear in the

application on the HMI device. After adding a screen to a project, build the content and design the behavior to see on the HMI device. For PanelView 5510 and PanelView 5310 HMI devices, a project can contain a total of 100 screens, including a maximum 50 popups.

Once the screen is created, add content to and configure the behavior of the screen to provide interactivity on the HMI device.

See also

Screen tab on page 91

Create a screen on page 92

Open a screen on page 93

Change the background color of a screen on page 93

Delete a screen on page 98

How do I open the Screen tab?

The screen designated as the Home screen opens when a project opens. To open a different screen for the project, in the Project Explorer, expand the User-Defined Screens folder, and double-click the screen. Screen names are preceded by a Screen icon .

The Screen tab is the drawing area used to create or edit the screens and popups viewed on the HMI device. For PanelView 5510 and PanelView 5310 HMI devices, a project can contain a total of 100 screens, including a maximum 50 popups.

Use the Screen tab to perform tasks:

Rockwell Automation Publication 9324-UM001D-EN-D - September 2020 91

• Create and change graphic elements.

• Cut, copy, paste, and delete graphic elements.

• Group, ungroup, or change the order of graphic elements.

• Align or distribute graphic elements horizontally or vertically.

• Lock a graphic element so it cannot be moved by the HMI designer.

Chapter 5 Screens

Tip:

Create a screen

For example, to design a screen that depicts a bottling line, add graphic elements representing bottles, conveyors, and other associated graphic elements and text.

See also

Create a screen on page 92

Create a popup on page 116

Specify a Home screen on page 303

Rename a screen on page 96

Change the background color of a screen on page 93

A screen in View Designer contains the items to appear on the screen on the

HMI device. After adding a screen to a project, build the content and design the behavior to see on the HMI device. For PanelView 5510 and PanelView 5310 HMI devices, a project can contain a total of 100 screens, including a maximum 50 popups.

To create a screen:

• In the Project Explorer, right-click the User-Defined Screens folder and

click New Screen. A screen named Screen_002 or increment number is added to the folder.

After adding the screen, create content for it by adding graphic elements.

See also

Add a graphic element to a screen on page 417

Screen tab on page 91

Popup tab on page 115

Project Explorer on page 83

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Open a screen

Change the background

Open a screen to display its contents.

Chapter 5 Screens

To open a screen:

1. In the Project Explorer, expand the User-Defined Screens or Predefined Screens folder.

2. Double-click the screen. The screen opens on its own tab.

See also

Create a screen on page 92

Change the background color of a screen on page 93

Project Explorer on page 83

Screen tab on page 91

color of a screen

Change the background color of a screen to a different color, gradient color, or custom color.

To change the background color of a screen:

1. In the Project Explorer, expand the User-Defined Screens or Predefined Screens folder.

2. Select the screen, or double-click the screen to open it.

3. In the Properties window, select the Properties tab.

4. Expand the Appearance category.

5. In the FillColor box, select a color using one of these methods:

• Type the Hex value in the format #RRGGBB. R, G, and B are Hex

digits from 0 through F and represent the color channel values for red, green, and blue. For example, #ffff00 produces yellow.

• Select the arrow or color swatch to open the Color Picker, and

select or create a color.

• In the Color Picker, create a color gradient.

The selected color appears in the Fill Color box.

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Chapter 5 Screens

Change the background

color of a popup

See also

Project Explorer on page 83

Create a screen on page 92

Color Picker overview on page 638

Create a color gradient on page 640

Bind a color property to a tag or expression on page 643

Change the background color of a popup to a different color, gradient color, or custom color. Radial gradients are not supported for popup fill color.

To change the background color of a popup

1. In the Project Explorer, expand the User-Defined Screens folder.

2. Double-click the popup to open the popup.

3. In the Properties window, click the Properties tab.

4. Expand the Appearance category.

5. In the FillColor box, select a color using one of these methods:

• Type the Hex value in the format #RRGGBB. R, G, and B are Hex

digits from 0 through F and represent the color channel values for red, green, and blue. For example, #ffff00 produces yellow.

• Select the arrow or color swatch to open the Color Picker, and

select or create a color.

See also

Create a popup on page 116

Change the opacity of a popup on page 121

Create a color gradient on page 640

Select a fill color on page 422

Create a custom color using the Color Picker on page 639

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Copy a screen

Chapter 5 Screens

Copy a screen to reuse it within or across View Designer projects. Paste a screen into the same folder in the Project Explorer to create a copy of the

screen and append the name with an increment number. Paste screens from the Predefined Screens folder only into the User-Defined Screens folder within or across projects. Content copied to a project with a different HMI screen size maintains its original size and position.

Prerequisites:

• Open the source View Designer project containing the content to copy.

• If the content is to be pasted into another project, for each project,

start an instance of View Designer and open the target project. It is recommended to open no more than three instances of View Designer at one time.

To copy a screen

1. In the source project, in the Project Explorer, right-click the screen and select Copy.

Tip: To select multiple screens, hold Ctrl and select the items.

2. Right-click the target folder and select Paste. If the target folder

contains a screen with the same name, select one of two options:

• Select Replace to overwrite the existing screen.

• Select Keep Both to keep both screens. The name of the new screen

is appended with a number that increments with each copy.

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Chapter 5 Screens

children is also copied.

Rename a screen

Tips:

• Copying a screen that contains an instance of an Add-On Graphic to a different project that does not contain an Add-On Graphic with the same name adds the definition of the Add-On Graphic to the Assets > Add-On Graphics folder of the Project Explorer and adds the Add-On Graphic to the Toolbox category indicated for the Add-On Graphic.

• Copying a screen that contains an instance of an Add-On Graphic to a different project that contains an Add-On Graphic with the same name provides three options:

• Keep Both. Append the name of the copied Add-On Graphic definition with _001

or increment number. The definition appears in the folder and the Add-On Graphic appears in the Toolbox.

• Replace. Replace the existing Add-On Graphic definition with the copied

definition. Any instances of the existing Add-On Graphic are updated with the new definition of the Add-On Graphic.

• Cancel. Do not paste the copied Add-On Graphic definition into the project.

• If pasting a screen with an Add-On Graphic replaces an alias property in the

definition of an Add-On Graphic and that alias is linked in an instance, the alias property shows in the Properties window of the instance, and the alias remains linked to the value of the base property in the definition.

• If pasting a screen with an Add-On Graphic replaces an alias property in the definition of an Add-On Graphic and that alias is unlinked in an instance, the alias property shows in the Properties window of the instance, but the alias property retains its value from the original Add-On Graphic definition. The value of the alias property is not linked to the base property of the pasted Add-On Graphic definition.

• Copying a screen that has an Add-On Graphic with an image that exists in both the source and target projects displays a prompt to replace the image. Images are copied to the Assets > Images folder of the Project Explorer.

• When copying a screen, any localized data associated with the screen and its

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See also

Create a screen on page 92

Rename a screen on page 96

Delete a screen on page 98

Reuse content on page 147

Project Explorer on page 83

By default, each project contains a screen named Screen_001. This number increments with each new screen created with the same name.

Rename a screen to make the name more meaningful. For example, give the screen a name that reflects its purpose, content, or targeted use. Names within a folder must be unique and are not case sensitive. For example, Bottling_Line and bottling_line are considered identical names. Renaming any screen in the Predefined Screens folder is not allowed.

Restore the default content

of a predefined item

Chapter 5 Screens

To rename a screen:

1. In the Project Explorer, expand the User-Defined Screens folder.

2. Click the screen once to select the item.

3. Click the screen again and type the new name.

Tip: Right-clicking the name, selecting Rename, and entering a new name also renames the screen.

See also

Change the background color of a screen on page 93

Delete a screen on page 98

Project Explorer on page 83

Screen tab on page 91

Restore the default content of a screen, popup, or Banner item in the Predefined Screens folder of the Project Explorer to overwrite any changes made to the item. For example, restore the content of the Banner item to have the default content appear at the top of screens.

To restore the default content of a predefined item

1. With the revised item open, press CTRL+A to select all remaining content in the item and press Delete.

2. Open another View Designer project and open the unchanged version

of the item.

3. With the unchanged item open, press CTRL+A to select all of the

default content.

4. Right-click a selected item and select Copy to copy the content to the

clipboard.

5. Right-click the empty revised item and select Paste. The default

content of the item is restored.

See also

Predefined Screens folder on page 85

What is the System Banner? on page 86

What is the Settings screen? on page 86

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What is the Alarm Summary? on page 88

What is the Alarm Manager? on page 88

Chapter 5 Screens

Delete a screen

Close a screen

Delete a screen to remove it from the project. Delete screens from the User-

Defined Screens folder in the Project Explorer. To delete a screen that is referenced by shortcuts, first delete the shortcuts. Deleting a screen from the Predefined Screens folder is not allowed. You cannot undelete a screen.

Prerequisites

• In the Navigation Menu folder, delete any shortcuts based on the

screen to delete.

To delete a screen

1. In the Project Explorer, expand the User-Defined Screens folder.

2. Right-click the screen, and select Delete. The screen is removed from the Project Explorer.

See also

Create a screen on page 92

Change the background color of a screen on page 93

Project Explorer on page 83

Screen tab on page 91

Close a screen to close items in a project that no longer need to be open. For example, close items that currently do not require viewing or editing.

To close a screen

• On the tab of the item, select Close .

See also

Close all screens on page 99

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Change the background color of a screen on page 93

Project Explorer on page 83

Screen tab on page 91

Close all screens

Restrict access to an item

Close all screens in a project simultaneously to not close each screen individually. Closing all documents closes only screens. All other windows and

tabs remain open.

Chapter 5 Screens

To close all screens

1. Select Window > Close All Documents.

2. If prompted to save changes to the screens, select Yes to save changes, or select No to not save changes.

See also

Screen tab on page 91

Close a screen on page 98

Delete a screen on page 98

Rename a screen on page 96

on the HMI device

Project Explorer on page 83

By default, all users on HMI devices have access to these items in the Project Explorer:

• Shortcuts in the Navigation Menu folder.

• Screens and popups in the User-Defined Screens and Predefined

Screens folders. Navigate to these items on the HMI device by triggering an event with a navigation command. Users who do not have the Administrator role have read-only access to the Settings screen and related popups in the Predefined Screens folder.

Change the access level for any item in the Project Explorer. Restrict access to an item for any role except the Administrator role. The Administrator role always has Inherit access, and the role inherits Full Access from the root folder.

To restrict access to an item on the HMI device

1. In the Project Explorer, expand the folder that contains the item to

restrict access:

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• To select a screen or popup, expand the User-Defined Screens

folder or the Predefined Screens folder.

• To select a shortcut, expand the Navigation Menu folder.

2. Select or double-click the item. The Properties window for the item opens.

Chapter 5 Screens

3. In the Properties window for the selected item, expand the Security category.

4. After each role (Engineer, Maintenance, Operator, Restricted, and Supervisor), select the access option for each role.

• Inherit. Grants the same access assigned to the parent folder.

• Full Access. Grants access to open and interacts with the item, and

shows the item in the Navigation menu on the HMI device.

• Read Only. Grants access to open the item, but denies interaction

with it. The item appears in the Navigation menu on the HMI device. Users assigned to a role with read-only access can still interact with the Navigation menu and alarm tables. For example, a user with read-only access to an alarm table can still perform read operations, such as viewing alarms and details, selecting alarms and conditions, filtering alarms, and pausing alarms. The user cannot perform write commands that change the state of an alarm.

• No Access. Denies access to open or interact with the item. The

item does not appear in the Navigation menu on the HMI device.

5. To set individual role access to a shortcut, independent of the access to the screen on which the shortcut is based:

a. Select the shortcut.

b. In the Properties window of the selected shortcut, clear the

UseScreenSecurity check box.

c. Select the access level for each role.

Do not base the security for a shortcut on its defining screen if the user has access to some shortcuts of a screen but should not have access to a particular shortcut.

See also

Restrict access to the HMI device on page 761

Restrict access to a graphic element on page 761

Project Explorer on page 83

Properties tab on page 294

Security overview on page 765

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Rockwell Automation Studio 5000 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Studio 5000 View Designer User Manual

Important User Information

Summary of changes

Additional resources

Preface

View Designer

Create a project

Select an HMI device

Add a controller reference

References tab

Copy a controller reference

Remove a controller reference on page 79

Tag browsing in a secured Logix Designer project file on page 82

Project Explorer

Predefined Screens folder

What is the System Banner?

What is the Settings screen? on page 86

Work with screens