Rockwell software RSLOGIX 500 User Manual

™

RSLogix 500

GETTING RESULTS GUIDE

PUBLICATION LG500-GR002C-EN-P–January 2007

Supersedes Publication LG500-GR002B-EN-P

Contact Rockwell

Customer Support Telephone — 1.440.646.3434 Online Support — http://support.rockwellautomation.com

Trademark Notices

Other Trademarks

Warran ty

This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is strictly prohibited. Please refer to the license agreement for details.

Allen-Bradley, FactoryTalk, Rockwell Automation, Rockwell Software, RSLinx, RSView, and the Rockwell Software logo are registered trademarks of Rockwell Automation, Inc.

The following logos and products are trademarks of Rockwell Automation, Inc.:

RSLogix.

Advanced Interface (A.I.) Series, A.I. Series, Data Highway Plus, DH+, RSView.

FactoryTalk Activation, FactoryTalk Administration Console, FactoryTalk Automation Platform, FactoryTalk Directory, RSAssetSecurity, FactoryTalk Security, and RSSql.

MicroLogix, RSLinx Classic, RSLinx Enterprise, SLC 5, and SLC 500.

ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server 2003, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.

ControlNet is a registered trademark of ControlNet International.

DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA).

Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox Corporation.

OLE for Process Control (OPC) is a registered trademark of the OPC Foundation.

Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation.

All other trademarks are the property of their respective holders and are hereby acknowledged.

This product is warranted in accordance with the product license. The product’s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

Version: 7.30.xx (CPR 7) Modified: June 28, 2007 9:02 am

Preface

Purpose of this book

This Getting Results book provides you with information on how to install and navigate the RSLogix 500 software. This guide includes troubleshooting information and tips on how to use RSLogix 500 effectively. It also explains how to access and navigate the online help.

Intended audience

We assume that you are a control engineer familiar with:

 IBM-compliant personal computers

 Microsoft Windows 2000

Windows Server 2003

 Rockwell Automation’s SLC 500

Document conventions

This manual uses the following typographical conventions:

 [Bold] characters in brackets represent keystrokes used to execute a

function. When more than one key is to be pressed at a time, the keys are separated by a plus sign. For example, [Ctrl + v] means hold down the [Ctrl] key and press the [v] key.

™,

Windows XP

™

R2.

™ ,

Windows Server 2003™, or

™

and MicroLogix™ families of controllers

 Bold characters represent menu choices.

 TEXT IN THIS FONT represents characters that you should type.

Online help

If you need help while using RSLogix 500, use any of the following methods:

 choose Help from the menu bar

 click the Help button on any RSLogix 500 dialog

 press [F1] on any instruction, dialog box, or window view.

For more information about the online help refer to RSLogix 500 online help on page 91.

Preface n iii

Training

Rockwell Software offers both classroom training and a computer-based training program for RSLogix 500 software. For more information see RSLogix 500 Training on page 95.

Commonly used terms

The following table defines terms commonly used in this book.

This term: Represents this concept:

activation files Hidden files in the root folder that allow the software to run. The

software checks for these files before you have access to offline or online programming

back up To make a copy of the current file before replacing that file with

an updated version.

download Restore a specified file to a specified processor. For example,

when you download the current project file, you copy the file to a specified processor so the processor can begin running that file.

library A file into which you store or from which you retrieve portions

of ladder logic.

mnemonic A term, usually an abbreviation that is easy to remember. SLC

instructions are typically represented by a 3-letter mnemonic.

project All of the files that make up the SLC 500 logic program including

upload Access an SLC processor and save a copy of the project.

verification An analysis of the ladder program files that results in the display

zone Portion of the ladder logic identified by a marker indicating the

iv n Getting Results with RSLogix 500™

the documentation files.

of any programming errors.

edited state of the file.

Preface .................................................................................... iii

Purpose of this book ................................................................................................................iii

Intended audience..................................................................................................................... iii

Document conventions............................................................................................................iii

Online help.................................................................................................................................iii

Training.......................................................................................................................................iv

Commonly used terms .............................................................................................................iv

Chapter 1

Installing RSLogix 500.............................................................. 1

Introduction................................................................................................................................1

System requirements..................................................................................................................1

Hardware requirements.......................................................................................................................1

Software requirements ........................................................................................................................2

Activation ....................................................................................................................................2

Installing RSLogix 500 software ..............................................................................................3

Installing RSLinx Classic Lite software ............................................................................................3

Installing the FactoryTalk Automation Platform............................................................................4

Installing the FactoryTalk Activation Client....................................................................................6

Installing the Security Server Client ..................................................................................................8

Installing RSLogix 500 ........................................................................................................................9

Upgrading the FactoryTalk Platform....................................................................................11

Upgrading a Stand-Alone System on a Single Computer........................................................... 11

Upgrading a Distributed FactoryTalk System on a Network .................................................... 12

Importing a Security Configuration from the Rockwell Software Security Server into

FactoryTalk Security ................................................................................................................15

Configuring FactoryTalk Security for RSLogix 500 ...........................................................16

Setting Security Policies for RSLogix 500 ..................................................................................... 17

Securing Actions for RSLogix 500 ................................................................................................. 20

Starting RSLogix 500 software...............................................................................................28

Troubleshooting installation...................................................................................................28

Table of Contents • v

Chapter 2

Getting started with RSLogix 500 ..........................................31

Welcome to RSLogix 500....................................................................................................... 31

Exploring RSLogix 500 .......................................................................................................... 32

Quick Start Steps ..................................................................................................................... 33

Step 1 • Configure a driver in RSLinx Classic.......................................................................... 34

Step 2 • Configure system communications............................................................................. 36

Step 3 • Create a new project or open an existing project ..................................................... 38

Step 4 • Create program and data table files ............................................................................ 40

Step 5 • Define chassis and modules......................................................................................... 41

Step 6 • Enter a logic program ................................................................................................... 41

Step 7 • Add documentation to your logic instructions ......................................................... 43

Step 8 • Validate your project ..................................................................................................... 44

Step 9 • Configure communication channel, download and go online................................ 45

Step 10 • Monitor data files........................................................................................................... 45

Step 11 • Search and replace instructions ................................................................................... 46

Step 12 • Print a report ..................................................................................................................47

Chapter 3

Chassis and module setup ......................................................49

Power supply loading.............................................................................................................. 50

Analog and specialty module configuration ........................................................................ 50

Automatic I/O configuration................................................................................................ 50

Chapter 4

Entering ladder logic...............................................................51

Backing up your work............................................................................................................. 51

Crash Recovery..................................................................................................................................52

Quick entry of instructions .................................................................................................... 53

Addressing ................................................................................................................................ 54

Branching.................................................................................................................................. 55

Add a branch ..................................................................................................................................... 55

Move a branch ................................................................................................................................... 55

Expand a branch ...............................................................................................................................55

Nested branches ................................................................................................................................ 55

Parallel branches................................................................................................................................ 55

Copy branch leg................................................................................................................................. 56

Copy entire branch structure........................................................................................................... 56

vi • Getting Results with RSLogix 500™

Delete a branch ................................................................................................................................. 56

Branching restrictions ...................................................................................................................... 56

Undo operation ........................................................................................................................56

Online editing ...........................................................................................................................57

Lower case zone markers................................................................................................................. 58

Upper case zone markers................................................................................................................. 58

Online editing example .................................................................................................................... 59

Online editing restrictions ............................................................................................................... 60

ASCII editing ............................................................................................................................60

Configuring interrupts.............................................................................................................60

Selectable Timed Interrupt .............................................................................................................. 61

Discrete Input Interrupt .................................................................................................................. 61

Chapter 5

Importing or exporting the documentation database ........... 63

Introduction..............................................................................................................................63

Import database........................................................................................................................63

A.I. project documentation database .............................................................................................64

APS project documentation database ............................................................................................ 64

RSLogix 500 documentation database........................................................................................... 64

CSV (Comma Separated Values) file ............................................................................................. 64

ASCII delimited text file .................................................................................................................. 65

Export database........................................................................................................................65

RS500 ASCII delimited text file examples .................................................................................... 66

A.I. ASCII delimited text file examples.........................................................................................67

Chapter 6

Monitoring data....................................................................... 69

Introduction..............................................................................................................................69

Multipoint Monitor..................................................................................................................70

Forces.........................................................................................................................................70

Custom Data Monitor (CDM) ...............................................................................................71

Custom Graphical Monitor ....................................................................................................71

Recipe Monitor.........................................................................................................................72

Trends ........................................................................................................................................73

Histograms ................................................................................................................................73

Data Logging (MicroLogix 1500LRP only) .........................................................................74

Cross Reference........................................................................................................................75

Table of Contents • vii

Chapter 7

Saving and loading SLC libraries ............................................77

Introduction.............................................................................................................................. 77

Exporting libraries................................................................................................................... 77

Importing libraries................................................................................................................... 78

Chapter 8

Features in RSLogix 500 Professional....................................81

Microsoft® Visual Basic for Applications® support ........................................................ 81

Custom Graphical Monitor.................................................................................................... 81

Editing project databases using Microsoft® Excel®......................................................... 82

Logic Trace............................................................................................................................... 83

How logic trace works...................................................................................................................... 83

Appendix A

EVMOVE Activation.................................................................85

Chapter B

Getting the information you need...........................................91

Introduction.............................................................................................................................. 91

RSLogix 500 online help ........................................................................................................ 91

Opening an expandable table of contents..................................................................................... 92

Index .......................................................................................................................................... 92

Find .......................................................................................................................................... 92

Learning RSLogix 500 step-by-step...................................................................................... 93

Quick tips about Windows operating systems and RSLogix 500..................................... 94

Keyboard shortcuts ................................................................................................................. 94

User Application help ............................................................................................................. 94

Instruction Set help ................................................................................................................. 95

RSLogix 500 Training ............................................................................................................. 95

Classroom training ............................................................................................................................ 95

Interactive training ............................................................................................................................96

Technical support services ..................................................................................................... 96

When you call .................................................................................................................................... 97

Index........................................................................................99

viii • Getting Results with RSLogix 500™

Chapter

Installing RSLogix 500

Introduction

This chapter explains how to install and start RSLogix 500 software. This chapter includes information on the following:

 system requirements

 installation methods

 activation overview and methods

 installation and activation procedures

 starting procedures

 troubleshooting installation and activation

After installing the software, we recommend that you read the release note located in the online help. The release note may contain more up-to-date information than was available when this document was published. To view the Release Notes, start the RSLogix 500 software; then choose Help > RSLogix Release Notes.

Important

If you are installing RSLogix 500 on a computer running Windows 2000 Server 2003 computer to install RSLogix 500. For more information, contact your system administrator.

System requirements

To use RSLogix 500 effectively, your personal computer must meet the following hardware and software requirements:

Hardware requirements

 an Intel Pentium

 128 MB of RAM for Windows NT, Windows 2000, or Windows XP

installations (64 MB for Windows 98

™

, Windows XP™, Windows Server 2003™, or Windows

™

R2, you must have administrator privileges for the

II®

or greater microprocessor

installations)

Installing RSLogix 500 • 1

 45 MB of available hard disk space)

 256-color SVGA graphics adapter with 800x600 resolution

 a CD-ROM drive

 any Windows-compatible mouse or other pointing device

We recommend a 500-MHz Pentium computer with 128MB RAM or greater for optimal performance.

Software requirements

The operating system must be one of the following:

 Microsoft Windows 2000

 Windows XP (with or without Service Pack 2)

 Windows Server 2003 (with or without Service Pack 1)

 Windows Server 2003 R2

RSLogix 500 will not run on earlier versions of Windows, nor will it run on Windows Vista.

 RSLogix 500 relies on RSLinx Classic

2.51.00 or later. One copy of the RSLinx Classic Lite software is included with the RSLogix 500 software.

™

communication software, version

Activation

Software activation is a process by which you identify that you have installed a legitimate copy of RSLogix 500 on your computer. Activation works through an activation file that indicates to the software that you are using the software legitimately.

There are two forms of activation supported by RSLogix 500:

 EVMOVE activation, which uses a master disk to deliver an activation file

to your computer

 FactoryTalk Activation, which allows you to download an activation file

through an Internet connection

For new installations of RSLogix 500, you must use FactoryTalk Activation to activate the software.

2 • Getting Results with RSLogix 500™

If you are upgrading a current installation of RSLogix 500, you may continue

to use your EVMOVE activation. However, future versions of RSLogix 500 will require you to use FactoryTalk Activation. Rockwell Software

advises you to activate your software using FactoryTalk Activation now.

Tip

Future versions of RSLogix 500 will require using FactoryTalk Activation to activate the software. Rockwell Software strongly suggests that you activate your software with FactoryTalk Activation now to prevent difficulties with future versions of the software.

Installing RSLogix 500 software

Installing RSLogix 500 software involves installing and configuring the following software packages:

 Installing RSLinx Classic Lite software (if you do not have RSLinx

Classic already installed on your computer)

 Installing the FactoryTalk Automation Platform (if you intend to use

FactoryTalk Security to control access to features of RSLogix 500 – in this case, you will also need to configure FactoryTalk Security to allow users to access the software).

 Installing the FactoryTalk Activation Client (if you have a new RSLogix

500 installation or need to upgrade your activation to FactoryTalk Activation. If you intend to continue using EVMOVE activation for now, you do not have to install this software.)

 Installing the Security Server Client (if you intend to use the Rockwell

Software Security Server to control access to features of RSLogix 500 – in this case, you will also need to configure your Security Server to allow users to access the software. Rockwell Software advises that you use FactoryTalk Security instead of the Security Server to provide security functions)

If you have RSLinx

Classic 2.51 or

later installed, you

do not need to

install RSLinx

Classic Lite.

 Configuring FactoryTalk Security to per mit a cces s to fe atur es of R SLog ix

500

 RSLogix 500 software

Installing RSLinx Classic Lite software

RSLinx Classic Lite provides communication between the programmable controller and a personal computer.

To install RSLinx Classic Lite software:

1. Log onto the computer as an administrator or as a user with

administrative privileges.

Installing RSLogix 500 • 3

2. Insert the RSLogix 500 CD-ROM into the CD-ROM drive. The

installation program should start automatically. If it does not, open the installation disk with Windows Explorer and run AUTORUN.EXE.

3. Click Required Steps, and then click Install RSLinx Lite.

4. Follow the directions that appear on the screen.

Installing the FactoryTalk Automation Platform

Caution

If you are upgrading the FactoryTalk Automation Platform, see

Upgrading the FactoryTalk Platform on page 11 for important

information.

Tip

The FactoryTalk Automation Platform is required for using FactoryTalk Security with RSLogix 500. It does not serve any other purpose with regard to RSLogix 500, however, it is used with a variety of other Rockwell Software products.

If you have already installed the FactoryTalk Automation Platform for the current release (the CPR number indicates the release), you do not need to install it again.

To install the FactoryTalk Automation Platform:

1. Log onto the computer as an administrator or as a user with

administrative privileges.

2. Insert the RSLogix 500 CD-ROM into the CD-ROM drive. The

installation program should start automatically. If it does not, open the installation disk with Windows Explorer and run AUTORUN.EXE.

3. Click Required Steps, and then click Install FactoryTalk Components.

4. Click Install FactoryTalk Automation Platform.

5. Follow the on-screen instructions to install the FactoryTalk Automation

Platform, keeping in mind the following key points:

 You must uninstall all Rockwell Software products that depend on

FactoryTalk before uninstalling and reinstalling the FactoryTalk Automation Platform on the same computer.

 The FactoryTalk Automation Platform, and all of the FactoryTalk-

enabled software products participating in the same automation system, must be part of the same Coordinated Process Release (CPR). To upgrade to FactoryTalk Automation Platform 2.10.00, all participating software products must also be upgraded to versions that support CPR

4 • Getting Results with RSLogix 500™

 For a networked automation system, upgrade the computer hosting

the Network Directory Server first, and then upgrade the client

computers on the network.

 After installing the FactoryTalk Automation Platform, a FactoryTalk

Directory Configuration Wizard runs and prompts you to configure a FactoryTalk Directory. Configure the type of directory required by the software products you plan to use and the type of automation system you plan to run: either a FactoryTalk Network Directory or a FactoryTalk Local Directory.

 The FactoryTalk Directory Configuration Wizard may prompt you to

create an administrator account for each directory that you configure.

Write down the user name and password that you enter, and keep this information in a safe place. Remember that the password is case

sensitive. You will need these credentials later to access the FactoryTalk Directory and to log on to the FactoryTalk Administration Console.

 The FactoryTalk Directory Configuration Wizard prompts you to allow

all user accounts or only administrative accounts initial access to the FactoryTalk Directory. If you plan to use FactoryTalk Security, choose "only administrative accounts." If you prefer not to secure your automation system, choose "all users."

 After installing the FactoryTalk Automation Platform and configuring a

FactoryTalk Directory, reinstall the software products that you plan to use in the automation system. All of the participating FactoryTalkenabled software products must support CPR 9. For details, refer to each product's installation documentation.

Tip

The setup program will ask if you want to install the FactoryTalk Administration Console. The Administration Console allows you to configure your FactoryTalk Directory. You will need to have the Administration Console available on at least one computer so you can configure FactoryTalk Security (and perform other tasks in the FactoryTalk Directory).

If you will be using FactoryTalk Security only locally, you must install the Administration Console.

6. After the FactoryTalk Automation Platform is installed, the FactoryTalk

Directory Configuration Wizard starts. This wizard allows you to configure your FactoryTalk directory.

Installing RSLogix 500 • 5

On the first screen of the FactoryTalk Directory Configuration Wizard, you need to choose whether you want to install the FactoryTalk Network Directory, the FactoryTalk Local Directory, or both. If you will be using the computer to access another FactoryTalk Directory Server for FactoryTalk Security, or if other computers will be accessing your computer for FactoryTalk Security, you must install the FactoryTalk Network Directory.

If you will be using FactoryTalk Security only on the local computer – with no other computers accessing the computer for security information – you can install the FactoryTalk Local Directory.

You can install both the FactoryTalk Network Directory and the FactoryTalk Local Directory.

Tip

Using FactoryTalk Security on the local directory does not require activation.

On a network directory, FactoryTalk Security does not require activation for ten or fewer users. If you intend to have more than ten users (including administrative users) on a network directory, you must purchase and activate FactoryTalk Security licenses for the additional users.

Installing the FactoryTalk Activation Client

Tip

To install the FactoryTalk Activation Client:

1. Log onto the computer as an administrator or as a user with

administrative privileges.

2. Insert the RSLogix 500 CD-ROM into the CD-ROM drive. The

installation program should start automatically. If it does not, open the installation disk with Windows Explorer and run AUTORUN.EXE.

The FactoryTalk Activation Client is used to activate RSLogix 500 software. If you have a current installation of RSLogix 500 that uses EVMOVE activation, you may continue to do so. However, future versions of RSLogix 500 will no longer support EVMOVE activation. Rockwell Software advises you to upgrade to FactoryTalk Activation to avoid problems with future releases of RSLogix 500.

If you have already installed the FactoryTalk Activation Client for the current release (the CPR number indicates the release), you do not need to install it again.

3. Click Required Steps, and then click Install FactoryTalk Components.

6 • Getting Results with RSLogix 500™

4. Click Install FactoryTalk Activation Client.

5. Follow the on-screen instructions to install the FactoryTalk Activation

Client.

6. After the installation is finished, the FactoryTalk Activation Tool and

FactoryTalk Activation Wizard both launch. The FactoryTalk Activation Tool allows you to manage the activations on your computer and obtain new activations. The FactoryTalk Activation Wizard is a simpler method for obtaining activations.

Use the Activation Tool or the Activation Wizard to obtain your activation for RSLogix 500. If you need help in obtaining activations, or if you need to learn more about the process of activating Rockwell Software products, click Start > Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Help (or click the Help button in the FactoryTalk Activation Tool).

Tip

Supported activation types for RSLogix 500

Your computer must be connected to the Internet to be able to obtain activations directly using the Activation Tool or Activation Wizard. You can obtain the activation using a different computer than the one you are actually activating.

It is also possible to obtain activations by phone or fax. See the FactoryTalk Activation help file for more information (click Start >

Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Help).

RSLogix 500 supports the following types of FactoryTalk Activation:

 Node-locked, either to a computer or to a dongle. With this activation type,

the software is locked to a specific computer or to a dongle that can be moved from one computer to another.

 Concurrent, where the activation resides on a FactoryTalk Activation

server. Computers running RSLogix 500 then use the activations from the server, releasing the activations when they are not in use. Computers can also “borrow” activations if they are not going to remain connected to the network.

For more information about activation types, see the FactoryTalk Activation Help file (click Start > Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Help (or click the Help button in the FactoryTalk Activation Tool).

Installing RSLogix 500 • 7

Installing the Security Server Client

Tip

Install the Security Server Client software only if you are already using a Rockwell Software Security Server to control access to features of RSLogix 500.

If you do not already have a Rockwell Software Security Server running in your facility and want to secure access to features of RSLogix 500, Rockwell Software advises you to use FactoryTalk Security instead of the Security Server.

If you already have a Security Server in your facility, you may install the Security Server Client software. However, Rockwell Software advises that future releases of RSLogix 500 will no longer support the Security Server. Security functions will be supplied through FactoryTalk Security.

To install the Security Server Client:

1. Log onto the computer as an administrator or as a user with

administrative privileges.

2. Insert the RSLogix 500 CD-ROM into the CD-ROM drive. The

installation program should start automatically. If it does not, open the installation disk with Windows Explorer and run AUTORUN.EXE.

3. Click Optional Steps, and then click Security Server Client.

4. Follow the on-screen instructions for installing the Security Server Client.

5. During the Security Server Client installation, the Rockwell Software’s

Security Server Definitions window appears. This window allows you to define what Security Server(s) the client will access for security information. If you need help configuring a list of servers, click the Help button on this window. If you do not know which Security Server(s) to use, ask your Security Server administrator.

8 • Getting Results with RSLogix 500™

6. When the Enable/Disable Security Keys window appears:

a. If you are certain that you have a functioning Security Server that is

configured to allow users access to the features of RSLogix 500, check the RSLogix 500 or RSLogix 500 Pro boxes (the box you need to check depends on whether you are installing RSLogix 500 or RSLogix 500 Professional). Checking these boxes indicates that you want to enable security for the software.

Caution

b. Do not check boxes for any other product. (If a box is already

Do not enable security unless you are certain that the Security Server will be configured to permit user access to RSLogix 500 actions. If the Security Server is not configured, users will not be able to use RSLogix 500!

checked, you will not be able to uncheck it.)

Installing RSLogix 500

To install RSLogix 500 software, perform the following steps:

1. Log onto the computer as an administrator or as a user with

administrative privileges.

2. Insert the RSLogix 500 CD-ROM into the CD-ROM drive. The

installation program should start automatically. If it does not, open the installation disk with Windows Explorer and run AUTORUN.EXE.

3. Click Required Steps, and then click Install RSLogix 500.

4. Follow the instructions that appear on the screen to install the software.

5. If you installed the FactoryTalk Automation Platform: During the

installation, the setup program displays a window asking if you want to enable FactoryTalk Security.

Caution

If you enable support for FactoryTalk Security, you must configure FactoryTalk Security before users will be able to use RSLogix 500. For information about configuring FactoryTalk Security, see

Configuring FactoryTalk Security for RSLogix 500 on page 16.

If you accidentally enable FactoryTalk Security and wish to disable it, you must uninstall RSLogix 500 and re-install it.

If you do not want to use FactoryTalk Security to control user access to function of RSLogix 500, make sure the Enable FactoryTalk Security box is unchecked, and then click Next.

Installing RSLogix 500 • 9

If you want to use FactoryTalk Security to control user access to functions of RSLogix 500:

a. Check the Enable FactoryTalk Security box.

Tip

b. Select whether you want to use the local directory or the network

If you have used the Rockwell Software Security Server to control user access to functions of RSLogix 500 and you have enabled FactoryTalk Security, you can import your Security Server database into FactoryTalk Security.

See

Importing a Security Configuration from the Rockwell Software

Security Server into FactoryTalk Security

information.

on page 15 for more

directory to authenticate user access and security credentials. If you use the local directory, users on other computers are unaffected by FactoryTalk Security. To be able to authenticate users from remote computers, you must use the network directory. (You do not need to activate FactoryTalk Security if you use the local directory.)

c. Click Next.

d. The setup program asks you to log onto the FactoryTalk Directory.

You must log on using an administrative account. Enter your FactoryTalk directory user name and password, and then click Next.

10 • Getting Results with RSLogix 500™

Upgrading the FactoryTalk Platform

If you are upgrading the FactoryTalk Platform, there are procedures you must follow to ensure that the platform will function properly.

Upgrading a Stand-Alone System on a Single Computer

To upgrade the automation system software on a stand-alone system that uses a FactoryTalk Local Directory on a single computer, follow the steps below.

Caution

1. On the stand-alone computer where an earlier version of FactoryTalk

Uninstall all FactoryTalk-enabled products before uninstalling and reinstalling the FactoryTalk Automation Platform.

Automation Platform is installed, shut down all running software products, and then uninstall all Rockwell Software products that depend on FactoryTalk, such as RSView SE Station, RSView ME, RSLinx Classic, RSLogix products, and so on.

2. Install FactoryTalk Automation Platform v. 2.10.00.

The installation program prompts you for confirmation, and then uninstalls the earlier version of the FactoryTalk software before installing the new version.

3. When the installation finishes, the FactoryTalk Directory Configuration

Wizard runs. On the first screen, click Next to select the default option, "Configure FactoryTalk Local Directory."

4. At the prompt to create an administrator account for this Local Directory,

either:

 Click Next to accept default user name and leave password blank

— recommended if you plan to override security services.

 Enter a user name and password — recommended if you plan to

secure your system with FactoryTalk Security. Remember that the password is case sensitive.

5. Whether you accept the default user name and password entries or create

your own, write this information down and keep it in a safe place. You will need these credentials to access the Local Directory and to log on to FactoryTalk Administration Console.

6. At the prompt to select who has full access to the Local Directory, choose

either:

 All users — recommended if you plan to override security services.

Installing RSLogix 500 • 11

 Only administrators — recommended if you plan to secure your

system with FactoryTalk Security.

7. When the FactoryTalk Directory Configuration Wizard finishes, install the

software products that you plan to use in your stand-alone automation system.

All of the participating FactoryTalk-enabled software products must also be upgraded to versions that support Coordinated Process Release (CPR)

9. For details, consult each product's installation documentation.

Upgrading a Distributed FactoryTalk System on a Network

To upgrade the automation system software on a distributed system that uses a FactoryTalk Network Directory across networked computers, follow the steps below.

c Upgrade FactoryTalk Automation Platform on the Network Directory

Server computer

d Add computer accounts to the Network Directory Server

e Upgrade FactoryTalk Automation Platform on the remote client

computers

Caution

Uninstall all FactoryTalk-enabled products before uninstalling and reinstalling the FactoryTalk Automation Platform.

c Upgrade FactoryTalk Automation Platform on the Network Directory

Server Computer

1. On the computer that is hosting the FactoryTalk Network Directory

Server, shut down all running software products, and then uninstall all Rockwell Software products that depend on FactoryTalk, such as

RSView SE Distributed, RSLinx Classic, RSLinx Enterprise, RSLogix products, RSSql, and so on.

2. Install FactoryTalk Automation Platform v. 2.10.00.

The installation program prompts for confirmation, and then un-installs the earlier version of the FactoryTalk software before installing the new version.

3. When the installation finishes, the FactoryTalk Directory Configuration

Wizard runs. On the first screen, select the check box, "Configure FactoryTalk Network Directory," either accept or clear the check box,

"Configure FactoryTalk Local Directory," and then click Next to continue.

12 • Getting Results with RSLogix 500™

 In most cases, you do not need to configure a Local Directory when

upgrading a distributed system. To configure only a Network Directory, clear the "Configure FactoryTalk Local Directory" check box.

 If you plan to install RSBizWare Batch software on this computer, or if

you plan to install other stand-alone software, then you need both a Network Directory and Local Directory configured on this computer. Leave the "Configure FactoryTalk Local Directory" check box selected.

4. At the prompt to create an administrator account for this Network

Directory, enter a user name and password, and then write this information down and keep it in a safe place. You will need these credentials to access the Network Directory and to log on to FactoryTalk Administration Console.

 Passwords are case sensitive.

 If you are configuring both a Network Directory and a Local Directory,

you will be prompted to create separate administrator accounts for each directory.

5. At the prompt to select who has full access to the Network Directory,

choose either:

 Only administrators — recommended if you plan to secure your

system with FactoryTalk Security.

 All users — if you plan to override security by allowing all users full

access to your system.

6. Follow the steps in the wizard to finish configuring a Network Directory

(and optional Local Directory) on this computer.

7. Next, add a computer account to the Network Directory Server for each

remote client computer that is part of your distributed system. See the steps below.

d Add computer accounts to the Network Directory Server

1. After installing FactoryTalk Automation Platform and configuring a

Network Directory, run FactoryTalk Administration Console from the Windows Start menu: Start > Programs > Rockwell Software > FactoryTalk Administration Console.

2. At the prompt to choose a FactoryTalk Directory, choose Network, and

then log on, using the administrator user name and password you created when you configured the directory.

3. In the Administration Console Explorer pane, open Network > System

> Computers and Groups > Computers. Create a computer account

for each remote client computer that is part of your distributed automation system. For help, click the Help button on any dialog.

Installing RSLogix 500 • 13

4. Log off FactoryTalk Administration Console (File > Log off), and then

log off FactoryTalk (Start > Programs > Rockwell Software > FactoryTalk Tools > Log On to FactoryTalk).

5. Next, upgrade FactoryTalk Automation Platform on the client computers

that are part of your networked system. See the steps below.

e Upgrade FactoryTalk Automation Platform on the Remote Client

Computers

1. On each of the client computers in your distributed system, shut

down all running software products, and then uninstall all Rockwell Software products that depend on FactoryTalk, such as RSView SE

Distributed, RSLinx Classic, RSLinx Enterprise, RSLogix products, RSSql, and so on.

2. On each of the client computers, install FactoryTalk Automation Platform

v. 2.10.00.

The installation program prompts for confirmation, and then un-installs the earlier version of the FactoryTalk software before installing the new version.

3. When the installation finishes, the FactoryTalk Directory Configuration

Wizard runs. On each screen, select the same options that you selected when you configured the FactoryTalk Network Directory on the Network Directory Server computer.

 On the first screen, select the check box, "Configure FactoryTalk

Network Directory," either accept or clear the check box, "Configure FactoryTalk Local Directory."

 At the prompt to create an administrator account, enter the user name

and password of the administrator account you created when you configured the directory on the Network Directory Server computer. (Passwords are case sensitive.)

4. Next, on the various client computers on your network, reinstall the

software products that you plan to use in your distributed automation system.

All of the participating FactoryTalk-enabled software products must also be upgraded to versions that support Coordinated Process Release (CPR)

9. For details, refer to each product's installation documentation.

14 • Getting Results with RSLogix 500™

Importing a Security Configuration from the Rockwell Software Security Server into FactoryTalk Security

If you have used the Rockwell Software Security Server to control access to user actions in RSLogix 500 and you have enabled FactoryTalk Security, you can import your security configuration from the Security Server into FactoryTalk Security. The import process will import your users, user groups, and ACLs from the Security Server, saving you time.

Tip

After importing your security configuration into FactoryTalk Security, uninstall the Security Server.

To import the security configuration from the Rockwell Software Security Server into FactoryTalk Security:

1. Because the import process writes to the FactoryTalk directory, it is

important that you backup your FactoryTalk Directory before beginning the import.

a. Run the FactoryTalk Administration Console by clicking Start >

Programs > Rockwell Software > FactoryTalk Administration Console.

b. Log onto the FactoryTalk Directory where you are using FactoryTalk

Security.

c. Right-click the top-level object in the Explorer tree (this is the

Network or Local object, depending on whether you are viewing the Network or Local directory), and then click Backup.

d. In the Backup window, type a name for the backup file in the Specify

archive name field. In the Specify archive location field, enter the

path to where you want to save the backup file. You can click the browse( ... ) button to browse for a folder.

e. Click OK.

2. In the Rockwell Software Security Server Configuration Explorer, export

your security database to a file by clicking File > Export Database.

3. After exporting the database, close the Configuration Explorer.

4. Click Start > Programs > Rockwell Software > FactoryTalk Tools >

Import RSSecurity Configuration. This starts the FactoryTalk Security Import utility.

5. In the import utility, enter the path to the file you exported from the

Security Server in the Select RS Security Server backup database to import field. If you prefer, click Browse and locate the file.

Installing RSLogix 500 • 15

6. From the Destination Directory pull-down list, select the FactoryTalk

Directory that you are using with FactoryTalk Security (Network or Local).

7. If you have actions in your Security Server database that do not have

security rights granted or denied, you can grant access to those actions to users by default by checking the Add implicitly grant access box. If you do not check this box, those actions will be denied to users by default.

8. If you want to display a log file of what happens during the import, check

the Display log on completion box.

9. Click OK.

10. The import utility warns that you should back up your FactoryTalk

Directory. If you have not done so, do so now (see step 1). If you have backed up your FactoryTalk Directory, click Yes.

11. Log onto the FactoryTalk Directory where you will be using FactoryTalk

Security.

12. The import process runs. Depending on the contents of the file you are

importing and of your FactoryTalk Directory, you may receive a warning message during the import. If this happens, review the information and click OK to continue the import process.

13. When the process is complete, the import utility displays a window saying

whether it was successful or unsuccessful. Click OK.

14. If you chose to display a log file at the end of the import, the log file

opens.

Configuring FactoryTalk Security for RSLogix 500

FactoryTalk Security allows you to control who can access features and functions of RSLogix 500.

There are two methods for controlling access to the features and functions of RSLogix 500:

 Policies, which are features and functions that are controlled globally. When

you set access rights to an RSLogix 500 policy, those rights affect users without respect to the controllers they are using.

 Actions, which are features and functions that can be secured globally, but

can also be set on a controller-by-controller basis.

16 • Getting Results with RSLogix 500™

For example, we want to determine whether a user named Bob may use a given function of RSLogix 500. To answer that question, we have to know whether the feature is secured through a policy or through an action. If it is secured through an action, we need to know whether the controller Bob is using inherits its security settings from the global settings for RSLogix 500.

The setting in the

Is the feature secured

by a policy or by

an action?

Action

Policy

policy for RSLogix 500

determines whether

Bob may use the

feature.

Does the

controller Bob is using

inherit security for actions from

the global action settings for

RSLogix 500?

Controller does

not inherit

The action security

setting for the

controller determines

whether Bob may use

the feature.

Controller

inherits

The global action

setting for

RSLogix 500

determines whether

Bob may use the

feature.

Setting Security Policies for RSLogix 500

Security policies control features globally. If a user is granted access to a feature of RSLogix 500 that is controlled by a policy, that user can use the feature regardless of the controller the user is using.

Installing RSLogix 500 • 17

RSLogix 500 security policies control the following features:

This policy: If granted to a user: If denied to a user:

Allow the installation of RSLogix

Allow the un-installation of RSLogix

Permits the user to install RSLogix 500.

Permits the user to uninstall RSLogix 500.

Change Report Settings Permits the user to

change reporting settings.

Change Software Properties

Permits the user to access and change the software configuration options (the Tools > Options menu item). Also allows access to the properties for ladder files, data table files, force files, and database files.

Compare Utility Permits the user to use

the Compare utility.

Enable VBA Editor (RSLogix 500 Professional only)

Permits the user to use the Visual Basic for Applications (VBA) editor.

Prevents the user from installing RSLogix 500.

Prevents the user from uninstalling RSLogix 500.

Prevents the user from changing reporting settings.

Prevents the user from accessing or changing software configuration options.

Prevents the user from using the Compare utility.

Prevents the user from using the VBA editor.

Enable/Disable VBA (RSLogix 500 Professional only)

Generate Report Permits the user to

Prompt for audit comment on File New

18 • Getting Results with RSLogix 500™

Permits the user to run VBA scripts.

generate reports.

RSLogix 500 prompts the user for a comment when creating a new file (if RSLogix 500 is configured to audit user

actions

Prevents the user from running VBA scripts.

Prevents the user from generating reports.

The user is not prompted for a comment when creating a new file.

This policy: If granted to a user: If denied to a user:

Prompt for audit comment on File Open

RSLogix 500 prompts the user for a comment when opening a file (if RSLogix

The user is not prompted for a comment when opening a file.

500 is configured to audit

The user is not prompted for a comment when saving a file.

Prompt for audit comment on File Save

user actions

RSLogix 500 prompts the user for a comment when saving a file (if RSLogix 500 is configured to audit user actions

a. To enable auditing, you will need to install the optional source control software for

RSLogix 500. This software is available from Rockwell Software Technical Support.

To set security policies for RSLogix 500:

1. Start the FactoryTalk Administration Console by clicking Start >

Programs > Rockwell Software > FactoryTalk Administration Console.

2. If you are not automatically logged onto the FactoryTalk Directory

Server, log onto the server when prompted to do so. You must log onto the FactoryTalk Directory using an administrator account (or an account that has the rights to change security settings).

3. Once you are logged onto the server, click the System > Policies >

Product Policies > RSLogix 500 folder, and then open the Feature Security object.

Tip

To be able to use RSLogix 500, users (or user groups) must have the Read right to the Feature Security object for RSLogix 500. (To configure security for RSLogix 500, users must be FactoryTalk administrators.)

If users do not have the Read right to the Feature Security object, the FactoryTalk Directory will not allow them to read what rights they have in RSLogix 500, and secured features will not function for those users.

Installing RSLogix 500 • 19

4. The Feature Security Properties window appears. In this window, click the

function to which you want control access, and then click the small button (labeled ...) that appears on the right side of the window.

Click the small button (…)

that appears on the right side

Click the function to which

you want to control access

5. Configure the access for the function.

If you need more information about configuring FactoryTalk Security, click the Help button on the Feature Security Properties window.

Securing Actions for RSLogix 500

Secured actions are functions that are secured either globally (affecting all controllers) or that are secured on a controller-by-controller basis. Whether the security settings apply globally or not depends on whether controllers inherit their security settings from the Networks and Devices object in the FactoryTalk Directory.

20 • Getting Results with RSLogix 500™

The following actions can be secured for RSLogix 500:

This action: If granted to a user:

Change passwords The user may change controller

passwords.

Change Processor Mode The user may change controller modes.

Clear Fault The user may clear processor faults.

Clear Memory The user may clear controller memory.

Communications Configuration The user may configure controller

communications.

Create/Delete Custom Data Monitor The user may create or delete custom

data monitors.

Create/Delete Data Files The user may create or delete data table

files.

Create/Delete Program Files The user may create or delete program

files.

Create/Delete Recipe Templates The user may create or delete recipe

templates.

Create/Delete Trend The user may create or delete trends.

Data File Properties The user may set the properties of data

table files.

Data Table Modification The user may modify data table files.

Database Import/Export The user may import and export

description databases.

Description Editing The user may edit the description

database.

Download The user may download to a controller.

Force Functions The user may force I/O or modify

forces.

Go Online The user may go online with a controller.

Monitor Custom Data Monitors The user may monitor custom data

monitors.

Monitor Recipe Templates The user may monitor recipe templates.

Monitor Trend The user may monitor trends.

Installing RSLogix 500 • 21

This action: If granted to a user:

Offline Data File Monitoring The user may monitor data table files

while offline.

Offline Program File Editing The user may modify program files while

offline.

Offline Program File Monitoring The user may monitor program files

while offline.

Online Data File Monitoring The user may monitor data table files

while online.

Online Program File Editing The user may modify program files while

online.

Online Program File Monitoring The user may monitor program files

while online.

Prevent Factory Password Override The user may override a controller’s

password using the factory override password.

Program File Properties The user may set the properties of

program files.

Prompt for audit comment on applying port configuration

If auditing is enabled prompted for a comment when applying

, the user will be

changes to controller port configurations.

Prompt for audit comment on Assembling Pending Edits