L26 - FactoryTalk AssetCentre: Self-Paced Lab. For Classroom Use Only!

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1 L26 - FactoryTalk AssetCentre: Self-Paced Lab For Classroom Use Only!

2 Important User Information This documentation, whether, illustrative, printed, online or electronic (hereinafter Documentation ) is intended for use only as a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation should only be used as a learning tool by qualified professionals. The variety of uses for the hardware, software and firmware (hereinafter Products ) described in this Documentation, mandates that those responsible for the application and use of those Products must satisfy themselves that all necessary steps have been taken to ensure that each application and actual use meets all performance and safety requirements, including any applicable laws, regulations, codes and standards in addition to any applicable technical documents. In no event will Rockwell Automation, Inc., or any of its affiliate or subsidiary companies (hereinafter Rockwell Automation ) be responsible or liable for any indirect or consequential damages resulting from the use or application of the Products described in this Documentation. Rockwell Automation does not assume responsibility or liability for damages of any kind based on the alleged use of, or reliance on, this Documentation. No patent liability is assumed by Rockwell Automation with respect to use of information, circuits, equipment, or software described in the Documentation. Except as specifically agreed in writing as part of a maintenance or support contract, equipment users are responsible for: properly using, calibrating, operating, monitoring and maintaining all Products consistent with all Rockwell Automation or third-party provided instructions, warnings, recommendations and documentation; ensuring that only properly trained personnel use, operate and maintain the Products at all times; staying informed of all Product updates and alerts and implementing all updates and fixes; and all other factors affecting the Products that are outside of the direct control of Rockwell Automation. Reproduction of the contents of the Documentation, in whole or in part, without written permission of Rockwell Automation is prohibited. Throughout this manual we use the following notes to make you aware of safety considerations: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss. Identifies information that is critical for successful application and understanding of the product. 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 recognize the consequence Labels may be located on or inside the drive to alert people that dangerous voltage may be present. Labels may be located on or inside the drive to alert people that surfaces may be dangerous temperatures.

3 FactoryTalk AssetCentre: Self-Paced Lab Contents Before you begin... 8 About this lab... 8 Basic Section... 8 Advanced Section... 9 Software... 9 Lab files... 9 Classroom setup Virtual Machines and lab domains User and Passwords Lab Background Introduction to FactoryTalk AssetCentre FactoryTalk AssetCentre Server Launching FactoryTalk AssetCentre FactoryTalk AssetCentre Interface Walk-through Archive Interface Walk-through Check-out Master File Disaster Recovery Download Master File Undo Check-Out Master File Archive (Change Control) Check-out Master File via Studio 5000 Logix Designer Verify the file is checked-out in FactoryTalk AssetCentre Make Online Changes Logs Start the Logs plug-in Select Audit Log View Using Filters of 234

4 Searches Start the Search plug-in Search Interface Walk-through View the report Schedules Start Scheduling plug-in Scheduler Interface Walk-through Execute the schedule Examine schedule results Check-in Studio 5000 Logix Designer File (housekeeping) What s New in FactoryTalk AssetCentre v5.00? Discover All ACD Files Logix 5000 Disaster Recovery Tag Filter Conclusion Appendix 1: Integration with Studio 5000 Logix Designer Create a New Logix Designer File Add a New Logix Designer File to Source Control Explore Source Control Linking with Logix Designer File Appendix 2: Receive PanelView Plus User Audits in FactoryTalk AssetCentre Launching FactoryTalk AssetCentre Checking out a FactoryTalk View ME Station Application Machine Edition (ME) Station Examining a PanelView Plus (ME Station) audits AssetCentre Audit Log View Review how to Configure Station audits Appendix 3: Configure Custom Audit Messages Using FactoryTalk View SE LogDiagnosticsMessage Function Open FactoryTalk View SE Application Create and Edit a New FactoryTalk View SE Display Test Custom Messaging of 234

5 Appendix 4: Using Binders Launching FactoryTalk AssetCentre Binder and Archive View Walk-through Open the Binder Change filter contents Check In the Binder Appendix 5: ControlLogix Change Detect Introduction Launching FactoryTalk AssetCentre ControlLogix Change Detect Configure Asset ControlLogix Change Detect Configure Schedule ControlLogix Change Detect Review Change Log Appendix 6: Disaster Recovery for Remote Computers Launching FactoryTalk AssetCentre Create a Remote Computer Create a Binder Verify existing Schedule Make Changes Execute the Schedule Appendix 7: Remote Computer Disaster Recovery with FactoryTalk View SE Configuring the HMI Backup and Restore Utility Configure a Windows Scheduled Task Test Scheduled Task and Share Back up Location Configure Remote Computer Asset Configure Binder Asset Configure Remote Computer Disaster Recovery Schedule Appendix 8: Disaster Recovery for Siemens S7 Processors Launching FactoryTalk AssetCentre Create a Siemens S7 Asset View Siemens S7 Disaster Recovery Options and Compare Report Move Backup Data to Configuration Data of 234

6 Appendix 9: Archive to Archive Compare Launching FactoryTalk AssetCentre Archive to Archive Compare Archive Only Archive to Archive Compare Archive to Windows Archive to Archive Compare Folder/Binder Compare Archive to Archive Compare - Options Appendix 10: Archive Auto Check-In & Desktop Shortcuts Launching FactoryTalk AssetCentre Create and Configure for Auto Check-in Exercise auto check-in Using Desktop Shortcuts for Archive Files Create shortcut Exercise shortcut Appendix 11: Process Device Configuration at a Glance Introduction to FTD-DTM What is Field Device Tool (FDT)? Here s how it works DTM s and Network Topology Launching FactoryTalk AssetCentre DTM Catalog DTM View Offline Parameterization Appendix 12: Securing FactoryTalk AssetCentre Launching FactoryTalk AssetCentre Creating new Users and Groups Securing AssetCentre functions (Design Mode) Securing the FactoryTalk AssetCentre Asset Tree Exercise Security Configuration Appendix 13: Archive Clean-up Utility Launching FactoryTalk AssetCentre Create Archive Clean-up Configuration File Configure Clean-up Utility Login Information Run the Archive Clean-up Utility View Archive Clean-up Utility Results of 234

7 Appendix 14: Event & Audit Log Cleanup Utility Launching FactoryTalk AssetCentre Create and Purge Log data View Purge Log data Appendix 15: Backup and Restore FactoryTalk AssetCentre AssetCentre Database Backup AssetCentre Database Transaction Logs Backup Scheduling Backups Restoring FactoryTalk AssetCentre in Microsoft SQL Server Appendix 16: FactoryTalk AssetCentre Instrument Management What is Calibration Management? FactoryTalk AssetCentre Calibration Management Walk-through View Calibration Data in FactoryTalk AssetCentre View ProCalV Master Instrument Record (MIR) Calibration Points Tab Instrument Report Section 1: Perform a Calibration using a Hand Held Calibrator Prepare the Hand Held Calibrator Download to Calibrator Preparing Cerabar Instrument for Calibration Prepare Fluke 744 Hand Held Calibrator Select Calibration Task Calibrate As Found Instrument Values Calibrate As Left Instrument Values Upload Completed Calibration from Fluke 744 Calibrator Verify Calibration in FactoryTalk AssetCentre Calibration Management Reconnect the Instrument to Lab Kit Section 2: Perform a Mock Calibration on Pressure Transmitter Instrument New Calibration Enter Calibration Results View Calibration Results of 234

8 Before you begin About this lab Welcome to the Hands-On Lab for FactoryTalk AssetCentre Basic Operation to Advanced Configuration. This lab has two main sections: Basic and Advanced, with the latter comprised of a series of stand-alone appendices. If you have minimal to no exposure to FactoryTalk AssetCentre, then the basic section of the lab is for you. The basic section provides you with an opportunity to explore FactoryTalk AssetCentre Core and Extended features. Core features include version control for factory floor assets like ControlLogix, PLC5, SLC500, Panel View Plus, Drives, etc. Extended features include Disaster Recovery for these devices. If you complete the Basic section, please feel free to move into the advanced section. If you have previously had exposure to FactoryTalk AssetCentre, then the advanced section would be a more appropriate place to start. Be sure to check out the What s New section of the Basic section first, though. If you complete the advanced section, please feel free to review the basic section. Basic Section The Basic section has a start and end point, meaning that you start with Launching FactoryTalk AssetCentre and review basic functionality. Once finished, you ll have the option to review the advanced section for a closer look at any of the basics, or other functionality. As you complete the basic section in this hands-on session, you will: Perform a Disaster Recovery operation on a controller (ControlLogix) Make a change to an existing processor using change control procedures Compare your local copy to that of the Master file via Studio 5000 Logix Designer Examine audits in FactoryTalk AssetCentre via Logs and Searches Run a Backup and Compare schedule and examine the results Investigate new functionality in FactoryTalk AssetCentre v of 234

9 Advanced Section The Advanced section is a collection of advanced topics with no defined start or end point. The following sections can be performed in any order, according to your interests. As you complete the advanced section in this hands-on session, you will: Explore the premiere integration with Studio 5000 Logix Designer Receive PanelView Plus Audits in FactoryTalk AssetCentre Configure Custom Audit Messages Using FactoryTalk View SE Configure Binders Explore ControlLogix Change Detect functionality Use Disaster Recovery for Remote Computers Use Disaster Recovery to Back Up a FactoryTalk View SE HMI Server Use Disaster Recovery for Siemens S7 Processors Explore Archive to Archive Compare functionality Configure Archive Auto Check-In & Desktop Shortcuts Review Process Device Configuration (at a glance) Configure FactoryTalk AssetCentre Security Use the Archive Clean-up Utility Run FactoryTalk Log Cleanup Utility Back up and Restore FactoryTalk AssetCentre with Microsoft SQL Server 2008 Review Calibration Management Software This Hands-On Lab uses the following software: Microsoft Windows Server 2008 R2 FactoryTalk AssetCentre v5.0 Studio 5000 Logix Designer v21 FactoryTalk View Studio and FactoryTalk View ME v7.0 SoftLogix 5800 v21 MSSQL 2008 R2 (x86) Lab files This Hands-On Lab uses the following files: Test Rack program (C:\Lab Files) Test Rack_Backup program (C:\Lab Files) Sample Siemens Compare.pdf (C:\Lab Files) Contents of C:\Lab Files\NetWorkShare Contents of C:\Lab Files\Test Folder 1 9 of 234

10 Classroom setup This lab is conducted using one VMware Workstation virtual machine running on each PC in the classroom. VMware Workstation is virtual machine software that allows you to emulate one or more PCs on your host PC. Virtual Machines and lab domains The virtual machine is setup as follows: Machine description Machine name Operating system FactoryTalk AssetCentre System FTAC-DEMO13 Windows Server 2008 R2 FactoryTalk AssetCentre does not require a domain; this lab is conducted in a Windows workgroup named WORKGROUP. User and Passwords Following are the Windows user logins and passwords that may be used in the lab: Login Password Full user name Group / user type administrator rockwell System Administrator Windows Administrator FactoryTalk Administrators Labuser rockwell System Administrator Windows Administrator FactoryTalk Administrators FactoryTalk Security s single sign-on feature has been enabled as part of this lab. This means that FactoryTalk Security will automatically use your operating system login to authenticate your security rights in FactoryTalk AssetCentre. Should you need to manually log into FactoryTalk AssetCentre, we will use the same log-in credentials (see above). 10 of 234

11 Lab Background In this lab you will be acting as a control system engineer in a process plant. The FactoryTalk AssetCentre components are already installed and running; you are responsible for maintaining support for the system in your plant. Process production consists of a tank farm of raw materials from receiving, a couple of batch tanks and holding tanks as shown below: The packaging area consists of a washer and filler, both of which have a dedicated ControlLogix processor. 11 of 234

12 Introduction to FactoryTalk AssetCentre FactoryTalk AssetCentre Server FactoryTalk AssetCentre provides you with a centralized tool for securing, managing, versioning, tracking and reporting automation related asset information across your entire enterprise. And perhaps more importantly, it can do this automatically, with limited additional management oversight or work from employees. FactoryTalk AssetCentre can impact uptime, productivity, quality, employee safety or regulatory compliance. Whatever your area of concern, FactoryTalk AssetCentre and its flexible, scalable solution can help you and your organization meet your asset uptime goals. FactoryTalk AssetCentre provides you with a centralized tool for gathering, analyzing, managing and securing automation assets across your entire organization. Perhaps more importantly, it can do this automatically, with limited additional management oversight or work from employees. With FactoryTalk AssetCentre, you can: Secure access to the system Track detailed users actions Manage historical versioning of any electronic file Provide automatic backup and compare operations on supported devices Configure process instrumentation Manage instrumentation calibration schedules and certificates FactoryTalk AssetCentre has an evolving set of add-on capabilities that allow you to optimize and leverage your factory automation and process device investments. These optional capabilities expand upon the robust central features already found in the FactoryTalk AssetCentre server and allow you the ability to extend the value of the system as needs change within your manufacturing environment. 12 of 234

13 Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client and review the main interface. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 13 of 234

14 FactoryTalk AssetCentre Interface Walk-through This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, and manage assets on the plant floor. This toolbar is used to start FactoryTalk AssetCentre capabilities. opens the asset view opens the source control function opens the log viewer, allowing users to review the content of the event, audit and diagnostics logs opens the schedule management and configuration function opens the search management and configuration function opens the selected asset s property grid This is the Asset View. It contains the asset tree, a free-form plant model created by the system administrator that represents the organization of a plant and the physical control assets located in the plant. Users interact with this plant model to check asset configurations in and out of the system, view audit logs, or manage disaster recovery schedules. opens the application help - opens the DTM Home Page. Functions such as Upload, Download, Online, etc. are available from this page - opens the Calibration management functions This is the Workspace Pane. FactoryTalk AssetCentre capabilities are opened here for user interaction. 14 of 234

15 Archive Interface Walk-through This is the Archive plug-in interface when a file asset is selected in the plant model. This is the Archive plug-in toolbar. The buttons perform the following tasks: Writes the selected file or folder to local working folder with read-write access and locks the selection to prevent multiple user editing Reads the local working folder and update the source control repository creating new versions as needed Returns the selection to an un-checked out state and unlocks the selection Writes the selected file or folder to the local working folder with read-only access Creates a logical reference to a versioned set of selected files or folders Removes a logical reference to a versioned set of files or folders Indicates which plant model asset is selected; provides a hotlink to retrieve the selected file and launch the associated editor History Display the version history for the selected plant model file asset Labels Displays any labels associated with the selected plant model asset Filters the version history view: Version-related activities displays those activities that resulted in a new version being created. All activities display all activities whether they generated a new version or not. This pane reflects the tab selection (History, Labels). In this instance it is displaying the version history for the selected plant model file asset. Writes the selected historic version to local working folder for readonly access Sets the selected historic version as the master version for the selected asset. Creates a new version from the selected historic version. 15 of 234

16 Check-out Master File 1. In the asset tree, expand to AssetCentre Files Studio 5000 Projects and select the Filler_CLX.ACD file. 2. Click the Archive button in the AssetCentre toolbar to open the AssetCentre source control module. It should open and show information about the Filler CLX.ACD file: 3. Right-click the Filler_CLX.ACD file in the asset view tree and select Open to check out and open the file in Studio 5000 Logix Designer. A list of options is displayed: TIP: You can also do a file Open by clicking on the Filler CLX.ACD file icon in the Archive view 4. Click Check Out to check the file out for editing and open it in Studio 5000 Logix Designer. 5. The Check Out dialog is displayed; click OK to check it out to the default working folder on your machine. The file is checked out to the C:\Studio 5000\Projects folder; the State field should display this information for you and a check mark should appear next to the file s icon, indicating that the file is currently checked out: A check mark here indicates that the file is currently checked out Studio 5000 Logix Designer is launched and the Filler_CLX.ACD file is opened. 16 of 234

17 Disaster Recovery FactoryTalk AssetCentre source control leverages the centralized database and provides automatic version control. This provides proper file management and single master relationships. Any electronic file can be put under source control Studio 5000 Logix Designer(.acd), Microsoft files (.doc,.xls,.ppt, etc.) Computer Aided Design (CAD) files (.dwg), and others. Supported source control functions include: Check-out: Writes the selected file or folder to a local working folder with read-write access and locks the selection to prevent multiple-user editing. Check-In: Reads the local working folder and updates the source control repository, creating new versions as needed. Get: Writes the selected file or folder to the local working folder with read-only access. Note: A Get can retrieve the latest or any historical version that is in the archive. Undo Check Out: Returns the selection to an unchecked out state and unlocks the selections. In this portion of the lab you will interact with the FactoryTalk AssetCentre Archive system to do a Check-out operation on the latest Filler CLX Master file. You will download the master file to restore a controller that has failed due to an electrical storm last night. Download Master File Now that the source.acd file has been checked out of FactoryTalk AssetCentre, it is possible to use it to program the ControlLogix processor. In this section you will go online and download the project to the controller. 1. In Studio 5000 Logix Designer, click Communications from the file menu, and select Download 2. On the Download dialog, click Download, the program will download 3. Once Download is complete, click Yes to put the controller back into Run mode. If not prompted, click the controller status icon and select Run Mode. 17 of 234

18 Undo Check-Out Master File Now that the Master file (project) has been downloaded to the Filler CLX, the Checked-out file needs to be addressed by either a Check-In or an Undo Checkout. If you re sure no changes have been made, then it is possible to select Undo-Checkout. This option will cancel the checked-out status of the file, allowing it to be checked-out again by other users, but will not create a new version entry in FactoryTalk AssetCentre. It s important to note that FactoryTalk Security can be used to restrict users from performing an undo check-out, thereby forcing a check-in for all checked-out files. If there has been a change, you should perform a Check-In. This option will still make the file available to other users, but will create a new version entry in FactoryTalk AssetCentre for the new file. For our lab purposes we know there was no change, therefore we ll perform an Undo Check-out and remove the local copy. 1. Close Studio 5000 Logix Designer Since we want to perform an Undo Check Out click Cancel to the check in dialog. Note: FactoryTalk AssetCentre prompts for an automatic check-in because we used the Open command, which automatically checked out and opened the file in context of the application. The Open command also wants to automatically check in the file when we exit the application. If we had performed a Check out vs. Open we would not be getting this prompt. 2. Click the Undo Check Out button to undo the checked out file. Click Undo Check Out button to undo the checked out file 3. On the Undo Check Out dialog, verify that Delete the local copy is selected. This allows source control to remove the copy of the file on disk when Undo Check-out is performed, so that only one living copy is managed by source control. 18 of 234

19 4. Enter a comment like File checked out for download purposes only in the Comment field and click OK. The file Checked Out status is now removed from the FactoryTalk AssetCentre source control and no additional version has been created. 5. To view all activities associated with the version click the All Activities radio button. This will display your recent actions of check-out and the undo checkout along with the comment you entered. Note: Checking the file out of FactoryTalk AssetCentre moves the file from the AssetCentre database to the local hard drive of the client computer. Change back to Version-related activities before moving on. 19 of 234

20 Archive (Change Control) In this portion of the lab you will interact with the FactoryTalk AssetCentre system to perform a Check-out on the Master file, go online with the controller to make a change, and lastly perform a check-in. This change is in response to operations wanting a decrease on a delay timer. Check-out Master File via Studio 5000 Logix Designer For this portion of the lab, we ll look at a new, different way to check-out the file. To begin working with the file, we ll need to get access to it from the FactoryTalk AssetCentre archive. FactoryTalk AssetCentre check-in, check-out and get functions are now integrated into Studio 5000 Logix Designer and RSLogix 5000 V17 and higher, which means we can gain access to the file directly from Studio 5000 Logix Designer without using the FactoryTalk AssetCentre client. 1. Launch Studio 5000 Logix Designer, from desktop: 2. In Studio 5000 Logix Designer, click the File menu and select Open. 20 of 234

21 3. With the Open/Import Project dialog click the Source Control option located on the left. 4. Before navigating to the file, click the security control ( ) button twice 5. Login with a Username of labuser and a Password of rockwell (leave Domain blank.) This control allows you to specify a specific version or a labeled version within the Archive to do a check-out or get operation. This control allows you to log-in/out of the FactoryTalk Security 6. Click OK to log in. The icons represent device assets in the FactoryTalk AssetCentre tree view, e.g., ControlLogix processors, process instruments, PanelView, drives, etc. 7. We ll need to navigate to our Washer_CLX.ACD file of interest. Navigate to the following: AssetCentre \ Files \ Studio 5000 \ Projects 21 of 234

22 8. Select the Washer_CLX.ACD file and, click the Get button. This will open the Check-Out dialog; from here you can enter a file check-out comment and specify if you want to retrieve a local copy and where to retrieve it to. Note: Because the Check out box is checked, the file will be checked out of the AssetCentre archive despite the button being labeled Get. It is also possible to perform a Get instead of a full check out. To perform a Get only, uncheck the check box labeled Check out. A Get will acquire a read-only copy of the file without performing a check-out (and thereby locking the file.) 9. In the Comment field, enter The lab told me to enter this TIP: The To path is the Working Directory setting via FactoryTalk AssetCentre 10. Click OK to retrieve the file from FactoryTalk AssetCentre and open it Studio 5000 Logix Designer. 22 of 234

23 Verify the file is checked-out in FactoryTalk AssetCentre 1. Switch back to FactoryTalk AssetCentre, in the asset tree, expand the tree to AssetCentre Files Studio 5000 Projects 2. With the Archive tab open, the file is checked out to the C:\Studio 5000\Projects folder; the State field should display this information for you and a check mark should appear next to the file s icon, indicating that the file is currently checked out: A check mark here indicates that the file is currently checked out Remember that interacting with the FactoryTalk AssetCentre Client is not necessary at this point. We re only confirming that Studio 5000 Logix Designer not only acquired a version of the file, but also communicated this check-out with the FactoryTalk AssetCentre Client, even though we never directly interacted with the Client itself. 3. Cool stuff, switch back to Studio 5000 Logix Designer. 4. Also note, the program file shows as checked out via the icon in the Studio 5000 Logix Designer project tree. 23 of 234

24 Make Online Changes In this section you will go online with the controller and make a simple change. You will then review your changes via RSLogix Compare and via Factory Talk AssetCentre Audits. 1. In Studio 5000 Logix Designer, click the Controller Status drop down selector and select Go Online: Note: Since we are using a SoftLogix5800 controller, every time the computer reboots you will need to either upload or download to the controller. In our case we have chosen to Download. This is not normal behavior with a Hardware version of ControlLogix when the offline program matches the online program. 2. Click the Download button to the Studio 5000 Logix Designer message, and then Download again. 3. Once Download is complete, click Yes to put the controller back into Run mode. 4. Navigate to Tasks Main Task MainProgram. 24 of 234

25 5. Double Click MainRoutine to open the view editor 6. Click on the Preset value 5000 and change it to The above change was audited and captured in AssetCentre. We will review the audits in the next section. 25 of 234

26 7. Next we will delete Rung 1 to show Studio 5000 Logix Designer compare. Right mouse click Rung 1 and select Delete Rung. 8. Click the Finalize Edits button to commit the change. 9. Click Yes to the Studio 5000 Logix Designer message box. 10. Double Click on Controller Tags from the Project tree. 11. With the Edit Tags tab selected, Highlight the mycoil row, right mouse click and select Delete to delete the controller tag mycoil. 12. Click the save button in Studio 5000 Logix Designer 13. Click Yes to acknowledge the Studio 5000 Logix Designer message. For more information on FactoryTalk AssetCentre integration with Studio 5000 Logix Designer, see Appendix of 234

27 Logs In this section you will look at FactoryTalk AssetCentre logs to view what kinds of messages are logged. Using the FactoryTalk AssetCentre Log Viewer you can review and search entries in three different logs, they are: Event Log: This log captures system events. Examples of system events are: a schedule initiates execution, a schedule completes execution, or a scheduled search executes. Diagnostic and Health Log: This log captures information published ONLY by the RSMACC Network Health product. RSMACC Network Health monitors DeviceNet, ControlNet, and Ethernet I/P networks listening for diagnostic messages sent by the control devices. When a message is received the system looks up the diagnostic code and determines possible root cause and corrective action steps, and publishes this information to this log. Audit Log: This log captures user actions taken within a software product that supports audit logging. Rockwell Automation software products that generate audit messages include: RSLogix 5, RSLogix 500, RSLogix 5000 / Studio 5000 Logix Designer, FactoryTalk View SE/ME and FactoryTalk AssetCentre. What exactly is an audit? An audit is an action generated by human interaction with the control system or control system software. Audits record actions resulting in a change to the control system and specify Who performed an explicit operation on a specific resource from a particular location and when the operation occurred. An audit log entry is generated for any user operation that creates, modifies, or deletes an electronic record (device configuration, tag value, alarm, recipe parameter, etc.) in the control system. Capture audit messages such as: Data value changes (time, tag, instructors, etc.) Create, delete or changing of rungs Create, delete or changing or tags User log-in/out Example of Rockwell Automation applications that produce audit messages are: RSLogix5, RSLogix500 and RSLogix 5000 / Studio 5000 Logix Designer PanelView Plus FactoryTalk View Site Edition FactoryTalk AssetCentre And more... RSLogix 5000 / Studio 5000 Logix Designer itself produces over 150 audit messages! 27 of 234

28 The following information is recorded in each audit log entry: Logged date and time the date and time the entry is added to the database Performed date and time the date and time the operation was performed Resource the device name (typically a computer) where the operation was performed Username information documenting the user (typically the user s FactoryTalk Security ID) Location the name of the resource the user was modifying. This might be a PLC name, project file, or workstation name depending on the operation being performed Message a textual entry describing the operation performed. Depending on the action being recorded the description may contain both the previous and new content of the specific item being modified. For example, when a tag value is changed in Studio 5000 Logix Designer, both the old value and new value are contained in the message. Start the Logs plug-in 1. In the AssetCentre client, To start the Logs plug-in, click the Logs button. The Logs plug-in will open in the workspace pane. 28 of 234

29 Log Viewer interface walk-through This is the Log Viewer toolbar. The buttons perform the following tasks: These are the column headings for the currently displayed log. You can click on Shows the user the content of the Event log the column heading to sort the Shows the user the content of the Audit log information by the selected column. The Shows the user the content of the Diagnostic logs and are Health shown log sorted by Occurred Time by default. Shows the results of a Quick Search Opens the Quick Search dialog Refreshes the current view, updating the view with the most current log entries from the currently viewed log. Prints the current log view These are filtering fields. This allows you to quickly focus the log entries being displayed to those that are of interest to you at the time. This pane shows the current log entries for the selected log view: Event, Audit, or Diagnostic and Health. 29 of 234

30 Select Audit Log View 1. By default the log viewer displays the Event log. Click the Audit Log button to view the Audit log. 2. Now you can spend a few minutes reviewing some of the Audit log entries. You should be able to find the audit messages the system automatically generated as you modified the ControlLogix Washer_CLX program. 3. To read the details for any audit entry, a) select the message in the upper pane, and then b) read the entry details in the bottom pane. Click on an entry in this pane Using Filters Let s view the audit messages from Studio 5000 Logix Designer that pertain to the controller named Washer_CLX in which you made some changes. 1. Move the mouse pointer until it is in the Resource column located in the Filter row. and read the entry details in this pane. Move the mouse pointer to this position 2. Click the drop-down button in the Resource column and Washer_CLX. The audit log view will automatically update to show only those messages where the Resource equals Washer_CLX 30 of 234

31 3. Now, let s apply a second filter to our view, this time we will filter on the mytimer Tag. Click the filter button in the Message column and select Contains. 4. With the Contains filter type set, type mytimer in the filter area, noticing that as you type the view is dynamically updating! 5. Select the Changed Data Value of Tag [ \mytimer.pre ] from row. Notice our previous timer value change has been audited and you can see the old timer value and the new timer value. 6. To clear any previous filter for a particular column, click the Clear button on that column heading, or you can clear all filters by clicking the Clear button on the far left hand side of the view. Clear all filters by clicking this button In the next section of the lab, we will view a predefined report, predefined reports are Searches. 31 of 234

32 Searches The Searches capabilities allow scheduled and on demand searches and can include traceability information from Audit, Events or Source Control. Scheduled reports can be ed to a specific distribution list, or if run on demand (manually), can be printed or saved as an electronic file format of Microsoft Excel, Microsoft Word, Crystal Reports, Adobe Acrobat, or Rich Text Format. Easily create searches for: Weekly programming change reports for any Allen-Bradley controller Daily operator inputs from PanelView Plus (Ethernet) terminals Change history report for any electronic file and more... In this section of the lab you will learn about FactoryTalk AssetCentre s searching capability. FactoryTalk AssetCentre has two types of searches: scheduled and unscheduled. Scheduled searches are used for executing a search on a recurring basis. This kind of search is good for detecting specific conditions or user behaviors within the log data. For instance you can create a scheduled search to detect unsafe programming practices among your maintenance staff by searching the audit log for empty branches or forces made at the end of each shift. Unscheduled searches are used for ad hoc purposes like searching the audit log to determine if anyone has made a change in a control system that was working fine a few hours ago, but now is down and preventing production. In this section we will be using a preconfigured search to view our Studio 5000 Logix Designer changes found in the audit log. Start the Search plug-in 1. Switch back to the FactoryTalk AssetCentre client, if it doesn t already have focus. 2. To start the Search plug-in, click the Searches toolbar button. The Search plug-in will open in the workspace pane: 32 of 234

33 Search Interface Walk-through This is a table of searches that exist in your FactoryTalk AssetCentre system. You can quickly and easily sort and filter the searches using the column headings and filter cells. Use this pane to configure searches. The different tabs allow you to alter different aspects of the selected search. Set security for the selected search. You can control access to the search, modification rights, and the ability to execute the search. Use the Source and Display tab to configure which information to show and its presentation. The toolbar allows you to Move the selected column one position to the left Move the selected column one position to the right Show all columns Hide all columns Determine how many records to show in the search results. Display the search results as a table, or as individual records. 33 of 234

34 These rows allow you to configure display options for the search results Show Sort include the selected column the selected column can be sorted in ascending or descending order or left unsorted The Conditions tab is used to create the search conditions to extract the desired information from the system databases. Create a new search condition Modify the selected search condition Delete the selected search condition Start or end a group of conditions Join conditions Move the selected condition higher in the evaluation order Move the selected condition lower in the evaluation order Use the Preview tab to evaluate whether or not your search will return the desired information 34 of 234

35 View the report 1. Select the View Today s Studio 5000 Logix Designer Changes. 2. Click on the Run Now button in the Search toolbar to manually start the search. You will notice that a new tab has appeared in the Workspace pane. This tab contains the results of your search. From here you can print or save to a file. 35 of 234

36 3. Navigate through the report (using ) find our mytimer change of 5000 to Note that there may be multiple pages to the report, depending on the day s activity. 4. Lastly, navigate through the report to find our mycoil delete changes, remember we deleted a rung and deleted the mycoil Tag itself. Rung Delete Tag Delete 5. Close the report view by clicking on the Close button. Click here to close the report. 6. With the Searches view now being displayed, select the View Checked out Studio 5000 Logix Designer files. 36 of 234

37 7. Click on the Run Now button in the Search toolbar to manually start the search. Remember, we never checked in the Washer RSLoigx5000 program and therefore it s being reported. Close the report view by clicking on the Close button. 37 of 234

38 Schedules In this section you will manually run an existing Weekly disaster recovery schedule for the Washer CLX. This schedule will not only back up the contents of the controller, it will also report any differences between the current controller content and the master file version identified in the source control database. Start Scheduling plug-in 1. To start the Scheduling plug-in, click the Schedules button. The Scheduling plug-in will open in the workspace pane. 2. Select View by Asset Type to show all assets by device 3. The view should now look similar to this: 38 of 234

39 Scheduler Interface Walk-through This is the Scheduling toolbar. Using the toolbar icons you can create and manage your schedules. Create a new schedule Delete a schedule Modify the selected schedule s properties Execute a schedule immediately. Stop a scheduled search s execution This is a table of schedules that exist in your FactoryTalk AssetCentre system. You can quickly and easily sort and filter the schedules using the column headings and filter cells. This is a representation of the section of the plant model that the schedule will operate on. Using the checkboxes you can quickly disable or reenable an asset s participation in a schedule. This is the property sheet for the asset selected in the lefthand pane. Using these properties you can configure how the schedule operates on a particular asset. For example, you can configure compare options, or select a specific configuration file version using this property sheet. 39 of 234

40 Execute the schedule 1. To see the Timing Properties for this schedule click the timing property and then click, the following is displayed: Note: The Recurrence Pattern dialog is grayed out (not editable), this is because the Schedule is Active. To edit the Schedule you must uncheck the Active property. 2. Click Close 3. Run the schedule manually. Click the Run Now button in the Scheduling toolbar to execute the schedule. The Status column should update to show a Running state for the schedule you created. Note: We have made a number of changes to the Washer CLX which will generate a differences report when this schedule executes. When the schedule completes, the Status column will update to show the Waiting to Run state if the schedule is enabled, indicating that the schedule is ready to run at its next scheduled time. You will be reviewing the results of the schedule during the next few minutes. You can also watch the progress of the schedule in the Assets in Weekly window. The schedule will take approximately 4 minutes to complete. 40 of 234

41 Examine schedule results 1. When the schedule has completed, click the Logs button in the toolbar and toggle to the Event Log. 2. Let s filter the list by selecting RA Disaster Recovery Agent from the Source field 41 of 234

42 3. Double-click the first Attachment Icon in the list. This will display the difference report created via the schedule. 4. Click the View button. Click View to open the attachment. 5. Page through and review the Scheduled Event Report. Note that the changes made to the controller while online have not yet been checked into the archive, as the file is still open in Studio 5000 Logix Designer. Thus, the changes will be reflected here. 6. Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window. 7. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre. 8. Click the Clear button on the Source column heading 42 of 234

43 Check-in Studio 5000 Logix Designer File (housekeeping) We no longer need our Studio 5000 Logix Designer open and we can go ahead and check in our changes in FactoryTalk AssetCentre archive. 1. Click the File menu option in Studio 5000 Logix Designer and go to Source Control and select Check-In. 2. With the Check-In dialog displayed, change the Local Copy option to Delete and enter a comment in the comment field like Changed a bunch of stuff. 3. Click OK. 4. Click Yes to the Studio 5000 Logix Designer prompt of Upload tag values before saving project. The file is checked in to FactoryTalk AssetCentre source control and the Studio 5000 Logix Designer project exits. 5. Exit Studio 5000 Logix Designer 6. Switch back to FactoryTalk AssetCentre Archive tab. 7. Select the Projects folder and click on the Washer_CLX.ACD file. 43 of 234

44 8. Note there is an additional version of the file, and the comment you entered is displayed with version: The new version of the file is now stored in source control What s New in FactoryTalk AssetCentre v5.00? The new functionality introduced in version 5.00 of FactoryTalk AssetCentre falls into four main groups: Asset Tree Search is the ability to search the asset tree in the FactoryTalk AssetCentre client. The search will automatically navigate to the asset(s) matching the search criteria, and can query based on partial or full asset names. Logix 5000 Disaster Recovery Tag Filter is the ability for FactoryTalk AssetCentre to compare user-defined tags in Logix 5000 files, as opposed to all tags or only constants in previous releases. The Tag Filter is applied on a per-asset basis in a Backup & Compare schedule. Extended Functionality of Archive Clean-up Wizard, which now supports binder assets. This is covered in more detail in Appendix 35. Expanded Integration with Studio 5000 Logix Designer, which enhances the premiere integration with FactoryTalk AssetCentre. This is covered in more detail in Appendix 1. The Logix 5000 Disaster Recovery Tag Filter and Asset Tree search will be covered in the following section. 44 of 234

45 Discover All ACD Files In this section of the lab, the new asset tree search will be used to discover all ACD files checked into FactoryTalk AssetCentre. 1. Open the Archive view if it is not already open 2. Click the Binocular icon at the top of the asset tree in the FactoryTalk AssetCentre client. 3. In the search field, type ACD then click Find Next 4. Notice that, depending upon the currently selected asset, the closest ACD file below is selected. Click Find Next again and notice that the archive view updates as the next ACD file is selected. Note: Using a wildcard such as an asterisk (*) is not necessary. The asset tree search automatically assumes a wildcard on either side of the search. For example, the search term ogi could be used to return any assets with the name Logix. 45 of 234

46 5. Now click Find All. 6. All ACD files, including their shortcuts, will be displayed. Double-clicking any of these will navigate to its location in the asset tree. 7. Click Options to see the different options available for the asset search Used to search up or down the asset tree from the currently selected asset. 8. Close the asset search window by clicking Cancel. Used for exact phrase searches. For example, Filler_CLX would find the asset by that name, but would not find the Filler_CLX.ACD file associated with it. 46 of 234

47 Logix 5000 Disaster Recovery Tag Filter This section of the lab will explore how to use the Logix 5000 Disaster Recovery Tag Filter to select a specific group of tags for comparison as part of the scheduled task. 1. Open the Schedules tab 2. Select the Weekly schedule and navigate to the Washer_CLX asset 3. Note the new Tag Filter property, which is currently grayed out. 47 of 234

48 4. To enable tag filtering, first open the Compare Options by using the browse button. 5. Select Tag Filter then click OK 6. Now that the Tag Filter is enabled, select and open it using the browse button. Note: It may take a few moments for the Tag Filter dialog to populate, as the ACD file is currently being opened and queried for all available tags. 7. The Tag Filter dialog will open, looking similar to this: Available tag scopes Option to only include tags that exist in the controller. Opens advanced tag filtering expression editor. 48 of 234

49 8. Expand MainProgram Tags and select MyUpdate 9. Click the Advanced button 10. Type Controller.my* and click Add Note: The expression editor makes use of the asterisk as a wildcard, but only at the tag level. The editor requires that the tag scope be entered in full (e.g., Controller., MainProgram.) before using any wildcards. For instance, Control*.* is not a valid syntax. 11. Click OK to close the expression editor 49 of 234

50 12. Click Next to accept the tag selections, and a confirmation dialog with all tag selections will be displayed. 13. Click Finish to complete the tag filter configuration. 14. Save the changes to the scheduled task. 15. Click on the Run Now button to launch the schedule. Remember, it will take the schedule approximately 4 minutes to complete. 50 of 234

51 16. When complete, differences will be found 17. Open the Logs tab and select Event Log 18. Find the most recent Disaster Recovery task completion and double-click the paper clip icon. 19. Click View to open the compare report. 20. The compare will show only one difference, a tag difference. 21. Scroll down to the last page to see the tag comparison 22. Close the compare report and the attachment window. Congratulations, this portion of the lab is complete. 51 of 234

52 Conclusion You have successfully completed this lab. In this lab you have learned quite a bit on how to navigate the user interface and capabilities of FactoryTalk AssetCentre. You can see how this integrated solution empowers you with the information you need to operate, maintain, and refine your process system. For more training opportunities with FactoryTalk AssetCentre, please continue through the following lab appendices. Assets and intellectual property are the key components companies use to manufacture products and increase profit through productivity. Without the proper investments in both, the plant or process does not produce and production suffers. One of the most important things a company can do to maintain quality, and therefore their bottom line, is to protect their assets and intellectual property. In this lab, you saw how different FactoryTalk AssetCentre capabilities can be used to help protect your critical assets and intellectual property, and therefore your bottom line. 52 of 234

53 Appendix 1: Integration with Studio 5000 Logix Designer Studio 5000 Logix Designer (and RSLogix 5000 as of v17) offer premiere integration with FactoryTalk AssetCentre. Special Source Control tools are built directly into Logix Designer, allowing files to be checked out of / into FactoryTalk AssetCentre without ever opening the AssetCentre Client. This section will explore this functionality. Create a New Logix Designer File 1. Open the Studio 5000 launcher from Programs Rockwell Software Studio From the Create column, select New Project. 53 of 234

54 3. Fill in the following information: a) Select 1789-L60 SoftLogix 5800 Controller b) Name the project Capper_CLX c) Locate the project in C:\Studio 5000\Projects d) Click Next to continue 4. Click Finish to continue, and the new project will be created. Add a New Logix Designer File to Source Control At this point, a new Logix Designer file has been created, but it has no relation to FactoryTalk AssetCentre. In other programs, the file would need to be saved, then checked in via the FactoryTalk AssetCentre client. This section will check the file into archive using only the Logix Designer. 1. Open the FactoryTalk AssetCentre Client (shortcut on desktop, if not already open 2. Before proceeding, confirm that the FactoryTalk AssetCentre client is not in Design Mode from a previous section. 3. Back in Logix Designer, click File Source Control Add to Source Control 54 of 234

55 4. The Add Project to Source Control dialog will be displayed 5. Because this is a new line, we ll need to add a new area to the current asset tree. Browse to AssetCentre Plant Layout Packaging Area and click the New Folder button. 6. Name the area Capper and add the comment Added from Logix Designer. 7. Click OK to add the area. 8. To refresh the view, re-select Packaging Area from the drop down menu. 55 of 234

56 9. Double-click Capper now to select it and add Base version of Capper to the comment field. Note: The Check out after adding to source control option is enabled by default, and allows the user to continue working with the file after adding it to the AssetCentre archive. 10. Click OK to add the file into the AssetCentre archive. Following completion, Logix Designer updates with the icon indicating that the file is part of Source Control and is currently checked out. 56 of 234

57 Explore Source Control Linking with Logix Designer File The ACD file is now linked to the AssetCentre archive, even though it was created and is currently in use by Logix Designer. The file s reference to source control will remain linked even if Logix Designer is closed before it is checked back in. 1. Close Logix Designer. 2. Open Windows Explorer and navigate to C:\Studio 5000\Projects Notice that the Capper_CLX.ACD file is still checked out, and that it has an accompanying.asc file. The.ASC file contains the refence information back to FactoryTalk AssetCentre s archive. 3. Double-click on Capper_CLX.ACD to open the file in Logix Designer again. 4. Once the file is open, note that the checked out icon is still present, indicating that the link to the FactoryTalk AssetCentre archive is still in effect. 5. Make a change to the file for example, create a new Test tag. 57 of 234

58 6. Check the file in by clicking Source Control Check-In. 7. Enter New tag as the comment, and select Delete for the Local copy option. 8. Click OK. Logix Designer will save changes, complete the check in, and close the program. 9. Close Logix Designer, and toggle back to the FactoryTalk AssetCentre client and navigate to AssetCentre Plant Layout Packaging Area Capper 10. Select the Capper_CLX.ACD file and open the Archive tab. Notice that the Capper folder has been created, and that two versions of the ACD file have been added (Version 1 from the original add to source control, and Version 2 upon the last check in. This completes the Integration with Studio 5000 Logix Designer section. 58 of 234

59 Appendix 2: Receive PanelView Plus User Audits in FactoryTalk AssetCentre Since PanelView Plus devices are based on a Windows CE operating system, it is not possible to install the FactoryTalk AssetCentre client on them to directly receive audit messages. Using FactoryTalk Diagnostics remote logging, however, it is possible to direct the PanelView Plus device s messages (both audits and events) to a remote FactoryTalk AssetCentre Client. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 11. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 59 of 234

60 Checking out a FactoryTalk View ME Station Application In this section, you will check out the FactoryTalk View ME application and launch it. 1. In the asset tree, expand the tree to AssetCentre Files ME Runtime and select the Filler_PV.mer file. 2. Right-click on the Filler_PV.mer application and select Get. 3. Click Get writeable copy, then Click OK to get a local copy of the file. This will retrieve a copy of the application and copy it to the local hard drive. 60 of 234

61 Machine Edition (ME) Station 1. From the desktop, double click the FactoryTalk View ME Station shortcut 2. Click Load Application 3. Select the Filler_PV.mer file located in the default C:\Users\Public\Public Documents\RSView Enterprise\ME\Runtime folder, Click Open. 4. Click Yes to the Replace Communications dialog 5. Click Yes to the Replace Local System Directory dialog. It may take a couple of minutes to finish loading the application. 6. Next, Click Run Application 61 of 234

62 Examining a PanelView Plus (ME Station) audits For this portion of the lab, we are going to examine some typical audits that are generated from a PanelView Plus (Ethernet) or ME Station terminal, and see how those audit messages are configured to be captured by FactoryTalk AssetCentre. 1. To make a simple numeric change, click on the Enter Setpoint numeric display 2. Enter 85, then press Enter 3. Move the new setpoint to the Setpoint Actual numeric display, by clicking the Setpoint Set button. 4. Click the Exit button to close FactoryTalk View ME Station. 62 of 234

63 AssetCentre Audit Log View 1. Set focus to FactoryTalk AssetCentre and start the Logs plug-in by clicking the Logs button. The Logs plug-in will open in the workspace pane. 2. By default the log viewer displays the Event log. Click the Audit Log button to view the Audit log. 3. Move the mouse pointer until it is in the Source column located in the Filter row. Move the mouse pointer to this position 4. Click the drop-down button in the Source column and select FactoryTalk View SATag 5. Here you can see each changes made to the tag values along with tag name Momentary Push Button Value: 0 Tag: PB_SP_Set Value: 85 Tag: PV_SP_Entry If a PanelView Plus was used instead of ME Station, the location would indicate the name of the PanelView Plus device (as opposed to the computer image s name, as in this example.) Additionally, note that a username is captured. Since security is not configured in this FactoryTalk View ME application, the Default user (DEFAULT) is captured. However, were a user logged in, that user s name would appear in the audit message. 6. Click the Clear button on the Source column heading 63 of 234

64 Review how to Configure Station audits 1. To configure a PanelView Plus to send their audit messages forward to an FactoryTalk AssetCentre Server, please see knowledge base article AID from 2. Or you can reference this article directly by accessing it from AssetCentre at the following location: Only a review of the information is needed, no configuration required. This completes the Receive PanelView Plus User Audits in FactoryTalk AssetCentre portion of the lab. 64 of 234

65 Appendix 3: Configure Custom Audit Messages Using FactoryTalk View SE FactoryTalk View SE provides a number of audit messages based on user interaction, such as the saving of a display and the writing of a tag value. While these default audits cover the majority of needs, it may still be useful to customize messaging from the View SE client, particularly actions that are not audited by default The following lab walks through the basic idea of customized messages and how to apply one in a simple format. LogDiagnosticsMessage Function This lab will make use of the VBA function LogDiagnosticsMessage, which allows a custom string to be published as a diagnostics message. Two arguments (one for message severity, one for message audience) are used to define the type of message that will be published, which correspond to the message categories in FactoryTalk Diagnostics. The message severity can be Error, Warning, Information, or Audit, and the message audience can be Operator, Engineer, Developer, or RSMACC. These combinations result in a total of 16 different message categories that can be created for use with FactoryTalk Diagnostics. Syntax: Constants: 65 of 234

66 Open FactoryTalk View SE Application The first step will be to open a FactoryTalk View SE application and add in the custom messaging. 1. Open FactoryTalk View Studio from Programs Rockwell Software FactoryTalk View FactoryTalk View Studio. You can also double-click the FactoryTalk View Studio icon on the desktop: 2. Select Site Edition (Local) and click Continue 3. Select InstantFizz_SE and click Open 66 of 234

67 Create and Edit a New FactoryTalk View SE Display In this section, a new FactoryTalk View SE display will be created. The display will contain a single button, which will be used to activate the example message. 1. Once the application has finished loading, navigate to Graphics Displays. Right-click and select New. 2. Select a button from the drawing tools and draw out a button on the display. 3. The button s properties will automatically open. Click OK to continue. 67 of 234

68 4. Right-click the newly created button and select VBA Code. 5. The VBA configuration window will be opened, with the button s Released event selected. Note: You might need to give this window focus, as it might open behind the View Studio window. 6. In the Released event, type the following: LogDiagnosticsMessage Button was clicked., ftdiagseverityaudit, ftdiagaudienceoperator 7. Click Save, which will automatically give focus back to FactoryTalk View Stuio, and name the display VBATest. 8. Close the VBA editing window. 68 of 234

69 Test Custom Messaging 1. Back in FactoryTalk View Studio with the new display open, click the Test Run button 2. Click the button that was created on the new display. 3. Note the FactoryTalk View Studio event display. FactoryTalk Audits are duplicated as informational messages when occurring from within FactoryTalk View SE. The message s audience is retained, but the severity changes from ftdiagseverityaudit to ftdiagseverityinfo. The message will be captured, but no user information will be recorded. Because this lab image has been configured to display informational messages at the operator level, the duplicated audit is being displayed. To avoid duplication of custom messages all together, use the ftaudiencersmacc audience group, which cannot be displayed by anything but FactoryTalk AssetCentre. 4. Close FactoryTalk View Studio 69 of 234

70 5. If the FactoryTalk AssetCentre Client is not already open, do so now. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 6. Open the Logs view and click Audit Log 7. Note the message has come in. If you re having trouble finding the message, ensure that no filters have been left over from a previous section. This completes the Configure Custom Audit Messages Using FactoryTalk View SE portion of the lab. 70 of 234

71 Appendix 4: Using Binders In this section of the lab you will work with a new asset type called a Binder. Binders are a collection of files and folders that is treated as one unit. When checked out, the entire contents of a binder are retrieved and delivered to the local hard drive. Using binders you can: Manage a collection of files and/or folders as a single entity Set filters to include and/or exclude content Set a Key File, used to launch a specific program (i.e. PowerPoint) when issuing the open command Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 71 of 234

72 Binder and Archive View Walk-through 1. Navigate to the binder called mybigpresentation located in the asset tree under AssetCentre Files User Documents Labuser My Documents, select mybigpresentation and open the Archive view (if it s not already open.) Each binder version can consist of different content and/or filter settings Content View: displays the file/folder contents of a specific binder version Filters View: displays the include and exclude filters settings of a specific binder version By default all is included. 72 of 234

73 2. Let s examine the binder properties. Right mouse click on the mybigpresentation binder via the tree view and select Properties. The binder properties are diplayed 3. Notice that the Key File Relative Path property is set to \mybigpresentation.pptx. When the Open command is used on a binder, AssetCentre will attempt to open the key file (in this case, the mybigpresentation.pptx file.) This key file can be set during the binder creation, or when the binder is checked out. 4. Close the Binder Properties dialog by clicking OK. 73 of 234

74 Open the Binder 1. To modify the contents of this binder, right mouse click on the mybigpresentation via the tree view and select Open. 2. Click the Check out button for the Asset Retrieval options dialog. 3. Click OK to the Check out dialog options dialog. PowerPoint opens with the MyBigPresentation.pptx in context. 4. For demonstration purposes, make a couple of changes to the PowerPoint i.e. create new slides, delete bitmaps, etc., 5. Save and Close the PowerPoint 74 of 234

75 Change filter contents 1. Right click on the mybigpresentation via the tree view and select Properties. Since the binder is checked out, the Filter and Key File properties are now editable. 2. Expand out the Contents view by clicking the Expand All button. Notice that each of the files in this binder currently has a next to the file name. This indicates that all files are included as part of the binder let s take a look at how to exclude one of them. 3. Expand out the Advanced filters selection by clicking the Advanced button 75 of 234

76 4. Select the Thumbs.db file in the Content view 5. To exclude this file, click the add button for the Exclude filters. 6. Click OK to the Edit Filter dialog. The Thumbs.db file is now excluded via the filter, meaning that this file will not be included when the binder is checked in to the archive. This is indicated by the next to the file name. 7. Click OK to close the Binder Properties dialog. We ve now successfully excluded a file from the binder. Check In the Binder 1. Check in the Binder by clicking the Check In button. 2. Click OK to the Check in dialog, a new binder version is created. 76 of 234

77 3. With version 2 highlighted, Click on the Pics folder in the Contents view. Notice that there is no Thumbs.db file. 4. Next, click on the Filters tab, notice the Exclude Filters is set to \Pics\Thumbs.db. Note: Multiple filters can be set, not just one! 5. Next, click version 1 of the mybigpresentation binder. Notice that this version, which is the original, has no exclude filter. Recall that all files were originally included. 6. Finally, with version 1 selected, click the Content tab, then Click on the Pics folder in the Contents view. Notice the Thumbs.db file is still in version 1. Since each version is maintained in the archive, you re able to rollback to a prior version if needed! This completes the Using Binders portion of the lab. 77 of 234

78 Appendix 5: ControlLogix Change Detect Introduction ControlLogix Change Detect provides the ability for FactoryTalk AssetCentre to monitor a v20 or higher ControlLogix asset for any changes in real-time. If a change is detected, AssetCentre will monitor for any additional changes for a user specified amount of time, then generate a report including all changes during this period. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 78 of 234

79 ControlLogix Change Detect Configure Asset This portion of the lab will walk through how to configure a ControlLogix asset for a Change Detect schedule. 1. From the FactoryTalk AssetCentre client, click the Design button to enter design mode. 2. In the asset tree, navigate to AssetCentre Plant Layout Packaging Area Filler. Double-click on Filler_CLX to open the asset s properties. 79 of 234

80 3. Notice the new Change Detect Capable property is blank, and the current asset version is v Note: The Change Detect Capable property is currently blank because this asset was created using an older version of FactoryTalk AssetCentre and has not been updated to reflect the upgrade of the ControlLogix controller. The property is new as of version 4.10, and is dependent upon the ability of FactoryTalk AssetCentre to detect a CCUID value in the ControlLogix asset. The property is read-only, and is set automatically when FactoryTalk AssetCentre scans the device. 4. To update the asset s properties, click the Addressing Info field and use the browse button. 80 of 234

81 5. Navigate to AB_VBP-1 02 and click Select. 6. Notice that the asset s version has been updated, and the Change Detect Capable property is now set to True. Note: The Change Detect property determines whether or not a ControlLogix asset is capable of having Change Detect schedules performed upon it. 7. Click OK to close the properties. 8. Click the Design button again to exit design mode. 81 of 234

82 ControlLogix Change Detect Configure Schedule This portion of the lab will walk through how to configure a Change Detect schedule. 1. Open the Schedules view. 2. Ensure that the Filler_CLX asset is still selected, and click New to create a new schedule. Note: For the sake of simplicity, this schedule is being created to service only the Filler_CLX asset. Had a position higher in the asset tree been selected, more assets would ve been included in the schedule. 3. Name the new schedule Filler_CLX Change Detect. 4. From the Operation drop down menu, select Device Monitor - Change Detect and click the Next button. 82 of 234

83 5. Note the Change Detect schedule properties. Leave these at default settings, and click Next. Change Detect Schedule Properties Controller Idle This property adjusts how long the schedule should continue monitoring an asset when no changes are occurring. For example: Leaving the default of 10 minutes, if the keyswitch is turned from Remote Run to Program, and nothing more happens for 10 minutes, the schedule will finish and post its results. If another change is made inside of 10 minutes, the Controller Idle timeout will reset and the schedule will continue until the controller has been idle for a full 10 minutes. Maximum Runtime If the controller continues to have changes occurring past the maximum runtime, the schedule will complete and post its results. Because changes are still occurring, a new schedule will activate and continue monitoring the controller, losing no changes between schedules. 6. Each asset within a Change Detect schedule has one new property to take note of: Copy Controller Log to Audit Log. Copy Controller Log to Audit Log This property determines whether FactoryTalk AssetCentre will publish any controller changes to the Audit Log. Of course, changes made online while using Studio 5000 Logix Designer are already posted as audits. However, changes captured by a Change Detect schedule can extend further, such as keyswitch position changing. By default, a Change Detect schedule will record all changes and then generate a PDF report at the end of the schedule. Changing this property to true will allow real-time audits to be logged in the Audit Log as well. 83 of 234

84 7. Click Finished. 8. The Change Detect schedule will now be added to the list of schedules to run. Note the Status column, which shows how many of the total schedule controllers are currently being monitored. 9. Because the SoftLogix device does not support monitoring, disable the schedule before moving on. 84 of 234

85 ControlLogix Change Detect Review Change Log This portion of the lab will view previously generated Change Detect reports and controller logs pushed to the Audit Log. In this particular lab, it will not be possible to run a Change Detect schedule in real time because the SoftLogix controllers in use do not support the feature. 1. Open the Logs tab 2. Select Quick Search 3. Select Search within the database on server 4. Change the Log to Search to the Event Log 5. Use the Message field search condition to look for all entries with Change Detect in the message 6. Click Search. The display will now show the results of a previously run Change Detect schedule. 85 of 234

86 7. Double-click on the Attachment Icon ( ) and select View to open the change log. 8. The change log will open: 9. When finished browsing, Close the change log, and close the attachment window 10. Click Quick Search again 86 of 234

87 11. Change the Log to Search to the Audit Log 12. Use the Source field to search for any audits from Logix5000 Controller 13. Click Search 14. The audits generated during the sample change detect schedule will be displayed: Notice that the Logged at and Occurred at times are significantly different. Logged at represents the time that AssetCentre captured the message. Occurred at represents the time the event occurred in the controller. Because the controller s timestamp is not synched with AssetCentre s, the message appears to be logged at two different times. Important: By default, the Audit view is sorted by Occurred Time. This means that if audits come in for a controller whose time is not synched with AssetCentre s, the default view may not display the audits, even though the messages are still logged to the database. 87 of 234

88 Appendix 6: Disaster Recovery for Remote Computers In this section of the lab, you will work with a new asset type called Remote Computers. Using Remote Computers, you can automatically back up and compare a collection of files and/or folders. The selection is backed up and archived leveraging the new Binder asset type. In this section, you will be configuring a Remote Computer asset for use with the new FactoryTalk AssetCentre capability, Disaster Recovery for Remote Computers. When completed, you will have configured an asset that accesses a network share directory, backs up the specified files within, compares against last known good versions, and checks the resulting binder into the archive (if needed.) Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 88 of 234

89 Create a Remote Computer 1. Navigate to Plant Layout in the Asset View, Click the Design mode button. The Asset View will update and look like this This is the Asset Toolbar. Use the toolbar icons to build your plant model. Enter/ exit Design mode to modify the asset tree. Create a new container or asset in the asset tree Delete a container or asset from the asset tree Modify the selected container or asset security settings Modify the selected container or asset properties This is the asset catalog. Use this catalog to populate the asset tree. A variety of devices and containers are available to you. 2. Select Remote Computer and Click the Add button. This opens the property sheet for a Remote Computer asset. 89 of 234

90 3. Name the Remote Computer NetWorkShare 4. Highlight the Addressing Info property and then click the button. 5. Click the Browse button for the UNC Path and navigate to the following, click OK. Note: Some configurations may not be able to browse to FTAC-DEMO13. In this event, type the address in manually. This is the shared folder on the remote computer that we will be backing up and comparing. Since the local computer is the only one available, the share is hosted locally. However, any network share can be accessed using the Remote Computer asset. 6. Enter labuser as for the Username. 7. Enter rockwell for the Password 8. To verify and test the connection, click the Connect button. Your dialog should now look like this: 9. Click OK to Accept the changes and to close the UNC Path dialog 90 of 234

91 Create a Binder Next, we will specify what content is to be included or excluded from the backup and compare. Initially, it will include all files, folders and subfolders contained in the shared folder specified in the last directory. Use the binder filter properties to specify which files/folders will be included. 1. Highlight the Configuration Data property and click the button. 2. We are going to add a new binder to our Asset View; which will specify the content to be backed up from the NetWorkShare. Click the Add button. 3. Name the binder NetWorkShare. Note: you can name the binder what you like, there are no dependencies on naming conventions. 4. Click the Browse button for the Source Folder and navigate to the following, Click OK. Note: Some configurations may not be able to browse to FTAC-DEMO13. In this event, type the address in manually. 91 of 234

92 5. Click the Expand All button, Your Add Binder dialog should now look like this: 6. Click the OK button. The NetWorkShare binder has just been created in archive, containing all files available in the shared folder. 7. Highlight NetWorkShare and click OK 92 of 234

93 8. Lastly, Click the OK button to finalize your newly created Remote Computer and Binder asset types. 9. Click the button to expand out the NetWorkShare Remote Computer asset in the asset tree. As you can see, by default our new binder is created under the Remote Computer asset. 10. Click the Design button to Exit design mode. Verify existing Schedule 1. Click the Schedules toolbar button to start the Schedules plug-in. 2. Select the Weekly schedule. 3. Click the View By Asset Type, notice that our NetWorkShare Remote computer was automatically added to this schedule. 93 of 234

94 When the schedule was originally created, it was created at the highest level in the Asset View, this can been seen by viewing the Schedule Location property. All content of the node at which the schedule is created will be available for the schedule dynamically, even if more assets are added after the schedule was created. Note: You can create schedules at any level in the Asset View. The Scheduler will by default add any assets to that schedule which supports Disaster Recovery at or below that level. To remove an asset simply uncheck that asset. 4. For our lab purposes uncheck the Washer_CLX asset. Make Changes In this part of the lab, we are going to create some simple differences on the NetWorkShare folder. We will then run a Backup and Compare operation using our existing Schedule to back up and report these differences. 1. Click the Shortcut to NetWorkShare from the desktop 2. Note that because these files were checked into the FactoryTalk AssetCentre archive, they have been marked as Read Only on the local hard drive. 3. Restore editing privileges to the mytextfile.txt file by right-clicking on it and selecting Properties. 94 of 234

95 4. Un-check Read Only and click OK. 5. Now Double Click on mytextfile.txt in the NetWorkShare directory make some simple changes, such as: 6. Click File Save, then click File Exit 7. Next, delete the Archive Screen Shot.png and Example of Security Dialog.png files 95 of 234

96 8. Lastly, Highlight both the Scheduler Screen Shot.png and Screen Shot of Scheduler Wizard Step 2 of 3.png right mouse, select copy. 9. Move off of the 2 highlighted files, Right mouse click again, and select Paste. 96 of 234

97 Your folder should now look like this: Execute the Schedule 1. Set focus back to AssetCentre, Run the schedule manually. Click the Run Now button in the Scheduling toolbar to execute the schedule. The Status column should update to show a Running state for the schedule you created. 97 of 234

98 2. When the schedule has completed, click the Logs button in the toolbar and open the Event Log. 3. If not already configured, filter the list by selecting RA Disaster Recovery Agent from the Source field 4. Double-click the first Attachment Icon in the list. This will be difference report we just ran via the schedule. The following dialog will appear. Click the View button. Click View to open the attachment. 98 of 234

99 5. Page through and review the Scheduled Event Report. 6. Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window. 7. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre. This completes the Disaster Recovery for Remote Computers portion of the lab. 99 of 234

100 Appendix 7: Remote Computer Disaster Recovery with FactoryTalk View SE In this section of the lab, you will learn how to configure a Remote Computer Disaster Recovery schedule to back-up a FactoryTalk View SE HMI Server. Because HMI servers are frequently in use, a native Remote Computer schedule would not be sufficient (the schedule would fail upon detecting a file in use.) Instead, it will be necessary to make use of a Windows Scheduled Task running the HMI Backup and Restore Utility. Note: When utilizing FactoryTalk AssetCentre to archive a FactoryTalk View SE HMI server, the ability to check in an entire project is slightly different in comparison to other files. Once in use, FactoryTalk View SE will actively run the HMI server, thereby locking the files. In order to check the project back in as a whole, the HMI server services must be stopped. It may be easier to manually run the HMI Backup and Restore utility once all changes are complete, then check in the copied files. For additional information on the HMI Backup and Restore utility, see AID on the Rockwell Automation Knowledgebase. Configuring the HMI Backup and Restore Utility Since the HMI Backup and Restore Utility will be run automatically as part of a Windows scheduled task, the configuration file must be directed to the appropriate HMI server for use within the command line. 1. Browse to C:\Program Files (x86)\rockwell Software\RSView Enterprise\ and locate the HMIBackup.cfg file. 100 of 234

101 2. Open this file using Notepad and configure the parameters as follows: [HMIServerParameters] HMIServerName=InstantFizz_SE DestinationPath=C:\Users\Labuser\Desktop ShowOverwriteWarning=N ExcludeDatalog=Y Note: By excluding the datalog models, the size of the backup will be reduced greatly, this will help with the size of the AssetCentre SQL Database used for storage) 3. Save the edits and exit Notepad. 4. In the same folder, create a new text file with the following text: This line will launch the HMI Backup and Restore Utility with the CFG file that was just set up. 5. Save the text file and exit Notepad. 6. Rename the newly created file from New Text Document.txt to HMIServerBackup.bat. It is essential to change the file type from TXT to BAT, ensuring that the file s text line is executed in the command prompt. 101 of 234

102 Configure a Windows Scheduled Task With the automated backup batch file created, a Windows scheduled task will now be used to run the backup prior to the FactoryTalk AssetCentre schedule. This will ensure that the copied HMI server will be available each time the FactoryTalk AssetCentre schedule runs. 1. Navigate to Start Administrative Tools Task Scheduler Select Create Task 2. On the General Tab: a) Name the task HMI Back up b) Select to run independent of user login status 102 of 234

103 3. On the Triggers Tab, click New 4. For the purposes of this lab, simply select Daily The timing of the schedule will differ based on the timing of the FactoryTalk AssetCentre schedule and/or the desired backup frequency. 5. Click OK 103 of 234

104 6. On the Actions Tab, click New 7. Leave the action selection as Start a program a) Browse to the batch file: C:\Program Files (x86)\rockwell Software\RSView Enterprise\HMIServerBackup.bat b) Set the folder in which the batch file is located: C:\Program Files (x86)\rockwell Software\RSView Enterprise\ c) Click OK 104 of 234

105 8. Click OK again to complete the schedule creation. 9. A password prompt will be displayed. Enter rockwell as the password and click OK. The task will store this password and use these credentials when run. Note: if the specified user s password changes, it must be manually changed here in the task configuration. Test Scheduled Task and Share Back up Location The newly created scheduled task can now be tested. This will create the Windows folder that will store the HMI server backup, which can then be shared out to allow communications with FactoryTalk AssetCentre Remote Computer Disaster Recovery. 1. In the Windows Task Scheduler, select Task Scheduler Library from the navigation tree on the left, then click Run. Note: The task scheduler will not display much in the way of status. Proceed to step 2 to see if the schedule was successful. 105 of 234

106 2. A new folder containing the backed-up HMI project should be created on the desktop. Note: This may take a few seconds to fully populate, but opening the folder should display a full HMI server folder structure if successful. 3. Once the successful backup is verified, use Windows to share the newly created folder. a) Right-Click and select Share with Specific People b) Click Share 106 of 234

107 4. If prompted, click Yes to enable File Sharing. 5. Click Done when sharing is completed 6. Close the Task Scheduler window. Now that the folder has been shared out, the FactoryTalk AssetCentre Remote Computer Disaster Recovery schedule will have a UNC path to access. Configure Remote Computer Asset FactoryTalk AssetCentre must now be configured to automatically back up the copied HMI server. This will require the creation of a Remote Computer asset, a binder asset to contain the HMI server, and the configuration a Remote Computer Disaster Recovery Schedule. 1. If it s not already open, open the AssetCentre Client from the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 107 of 234

108 2. In the FactoryTalk AssetCentre Client, click the Design button to enter design mode. 3. Browse to AssetCentre Plant Layout Packaging Area and add a Remote Computer asset to the container. 108 of 234

109 4. The asset s properties will be automatically displayed. Name the asset HMI Server 5. Highlight the Addressing Info property and then click the button. 6. Use the UNC Path browse button (or simply type in) to enter: \\FTAC-DEMO13\Users\Labuser\Desktop\InstantFizz_SE Username: labuser Password: rockwell 7. Verify and test the connection - click the Connect button. 8. Click OK to Accept the changes and to close the UNC Path dialog. 109 of 234

110 Configure Binder Asset With the Remote Computer property panel still open from the previous section 1. Highlight the Configuration Data property and click the button. 2. Click the Add button. 3. Name the binder MyHMI 4. In the Source Folder field, browse to the shared directory containing the HMI server and select the HMI server s folder. 5. Click OK to create the binder, OK again to confirm the binder selection, then one final OK to finalize the creation of the assets. 110 of 234

111 Configure Remote Computer Disaster Recovery Schedule Rockwell Automation recommends configuring an HMI server for a Backup only schedule, or restricting the files compared in a Backup and Compare schedule. The following walkthrough will show the slightly more complicated configuration of the Backup and Compare schedule. 1. In the FactoryTalk AssetCentre Client, select Schedules 2. Select the newly created HMI Server asset in the asset tree, then click the New button 3. Select Disaster Recovery - Backup and Compare 4. Name the schedule HMI Server Back up 5. Click Next 111 of 234

112 6. Click Next to accept the default schedule timing. Note: It is important to coordinate this with the Scheduled Task created on the HMI Server. It is necessary to provide enough time for the HMI Backup procedure to complete for the entire project. This time can vary depending on the size of the HMI Project. 7. Configure the compare options now by clicking the button associated with File Configuration. 8. By default, all files in the binder are compared. To avoid some of the files that will always be changing (e.g., HMI tag database,) select only specific folders or files for comparison. In this example, compare just the *.gfx files. 9. Click OK 10. Select True for Promote New Upload to Master. 11. Click Finished and select Yes to save changes.\ 12. Click the Design button to Exit design mode The schedule configuration is now complete. This completes the Remote Computer Disaster Recovery with FactoryTalk View SE portion of the lab. 112 of 234

113 Appendix 8: Disaster Recovery for Siemens S7 Processors In this section of the lab, you will work with the Siemens S7 asset, which was introduced in version 4.0 of FactoryTalk AssetCentre. The S7 asset allows for all archive features, as well as Disaster Recovery Backup & Compare schedules. Note that no Siemens software is required to be installed for these features. This section of the lab will walk you through the process of adding a new Siemens S7 asset to the asset tree, configuring the address properties, and adding in an S7 project to associate with the asset. Since there is no S7 processor available for use with this lab, the addressing will be theoretical. With the asset added, you ll configure a backup & compare schedule to run against it. Since there is no S7 processor available, the lab will then skip to reviewing a compare report that has been previously generated against the associated project. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 113 of 234

114 Create a Siemens S7 Asset This section of the lab will walk through the steps necessary to add a Siemens S7 Processor to the FactoryTalk AssetCentre asset tree, and configure its properties. 1. Navigate to Plant Layout Packaging Area Filler in the Asset View, Click the Design mode button. The Asset View will update and look like this This is the Asset Toolbar. Use the toolbar icons to build your plant model. Enter/ exit Design mode to modify the asset tree. Create a new container or asset in the asset tree Delete a container or asset from the asset tree Modify the selected container or asset security settings Modify the selected container or asset properties This is the asset catalog. Use this catalog to populate the asset tree. A variety of devices and containers are available to you. Note: The Siemens S5 Processor and Siemens S7 Processor assets were introduced in version 4.0 of FactoryTalk AssetCentre. 114 of 234

115 2. Select Siemens S7 Processor and Click the Add button. This opens the property sheet for the asset. Backup Data vs Configuration Data Disaster Recovery for Siemens asset types introduces the concept of Backup Data versus the standard Configuration Data for most other asset types. Configuration Data refers to the development version of the project. Use this field to point to the version of the project that would be checked in/out for purposes of engineering work. Backup Data refers to the in-production version of the project. Use this field to point to the runtime version of the project that is downloaded and running in the processor. Note that this field can be automatically filled in after the first Disaster Recovery schedule is run, if no runtime version is available when the asset is created. A wizard is available that will allow the user to migrate a Backup Data (runtime) archive version directly into the Configuration Data (development) archive to allow for development. 115 of 234

116 3. Start by defining the Addressing Info, which points at the processor network connection. Select the Addressing Info field and click the browse button. 4. This launches the Addressing Info window. Use this window to define the network connection information. Since we have no Siemens S7 processor available for use, we ll fill in mock connection information: 4a) Select TCP/IP using the drop-down menu. 4b) Enter the mock IP address of c) Leave the default Rack and process slot numbers. 5. Click OK to continue 6. With the Addressing Info completed, define the Configuration Data (i.e., the development project for this asset.) Select Configuration Data and click the browse button. 7. The file selection screen will appear, prompting the user to select a Binder object. Click the Add button to add a new Binder to the asset tree. 116 of 234

117 8. Name the binder S7Project. Note: you can name the binder what you like, there are no dependencies on naming conventions. 9. Click the Browse button for the Source Folder and navigate to C:\Lab Files\Test Rack. Click OK. 11. When complete, the Add Binder window will appear as above. Click OK to continue. 117 of 234

118 12. The new binder will now be available to add to Configuration Data of the asset. Siemens S7 Project Multiple Programs Note the additional Program fields specific to the S7 project binder. FactoryTalk AssetCentre gives users the ability to manage a Siemens S7 project using a binder. Each S7 project can contain programs for multiple processors, all within one folder (binder) structure. Once the S7 project binder is added to the asset tree, the individual projects can be mapped to each S7 processor asset without adding new binders. 118 of 234

119 13. Use the Program drop down to Select Testrack_00_06\Rack 400 (18)\CPU 416F-2\S7-Programm(1). 14. Click the OK button to complete the addition of the S7 project binder. 15. The asset propeties will now be updated with the Configuration Data. 119 of 234

120 16. Finally, select Backup Data and click the browse button. Note: It is not necessary to configure Backup Data during the asset creation. However, because this lab will also demonstrate how to replicate Backup Data to Configuration Data, and there is no Siemens S7 processor available for use, manually adding in the Backup Data is necessary. 17. The file selection screen will appear again, prompting the user to select a Binder object. Click the Add button to add a new Binder to the asset tree. 18. Name the binder S7ProjectBackup. 19. Click the Browse button for the Source Folder and navigate to C:\Lab Files\Test Rack_backup. Click OK. 20. Click OK and the Backup Data will be configured. 21. Click OK once more to save the properties and return to the FactoryTalk AssetCentre Client. View Siemens S7 Disaster Recovery Options and Compare Report This section of the lab will review the various options associated with Disaster Recovery operations for Siemens S7 Processors. Because there is no S7 processor available to perform an upload from, this section will highlight the options without running an actual operation. 1. Click to open the Schedules tab. 2. Select the Weekly schedule. Note that the schedule is created for the entire asset tree, meaning that the newly created Siemens S7 asset is automatically added to it. 120 of 234

121 3. Notice the schedule details appear in the pane directly below. Click View by Asset Type to filter the view, then Click the Siemens S7 Processor. Siemens S7 Disaster Recovery Options Backup Compare Partner: Runtime program to compare against. This is required for compare operations. Configuration Data Compare Partner: Design time program to compare against. This option is disabled by default. When enabled, the operation will compare the processor s program against both the Backup program specified above, as well as the last known good Configuration Data version. Create New Backup Version: Offers the option of adding a new archive version every time the operation executes, or only when changes are found between the Backup versions. Note that it is not possible to automatically create a new archive version of the Configuration Data, as the file types are different and require special conversion. Block Options: Allows the user to adjust how the compare operates by excluding specific blocks within the program. Block compare options are viewed in the next step of this section. Compare Data Blocks by Length and Structure: Allows the user to adjust how the compare assesses the program. The default option is to compare by length and structure, which is the faster of the two options, and does not compare specific content. Setting this option to false will cause the compare operation to take longer, and will compare the specific content of the blocks in question. 4. Select Block Options and click the browse button. 121 of 234

122 5. The Block Options dialog will be displayed. Siemens S7 Block Compare Options Full Backup and Compare: By default, all blocks will be compared, and the entire program will be checked into the archive (if specified.) Full Backup, Compare will exclude the following blocks: A compare report will be generated, excluding the blocks specified in this dialog. If a new version of the program is to be checked into the archive, a full version will be checked in regardless of the block options specified. Backup and Compare both exclude the following blocks: This option specifies blocks for both the compare report, as well as the new archive version to exclude. This means that the project checked into archive will not include whatever blocks are configured to be excluded. 6. Leave the default configuration and Click OK to continue. 7. With no Siemens Processor to run a compare against, a sample compare report has been provided. Minimize the FactoryTalk AssetCentre client and open the Lab Files shortcut. 122 of 234

123 8. Open Sample Siemens Compare 9. The sample compare report will load 10. Close the report when finished. 123 of 234

124 Move Backup Data to Configuration Data In this section of the lab, the Siemens S7 backup data will be migrated to a new version of the configuration data. Because the backup data is stored in a different format than configuration data, it is necessary to perform this process to successfully work with the backup data in a development environment. Migrating the backup data allows the user to select a specific range of blocks to transfer into a new version, stored in the configuration data. 1. Ensure that the new Siemens S7 Processor asset is selected. 2. Click Tasks Backup to config data 3. Click Filter by Version and select version 1 of the backup data. 124 of 234

125 4. Click Next 5. The block selection screen will be displayed. For the purposes of the lab, use the Select all option and click Next. 6. Click next on the following screen, confirming the block choices. 125 of 234

126 7. Enter Promoted backup to master in the comment field. View files on disk link The View files on disk link will open Windows Explorer to the temporary folder holding the program to be copied over. If the Siemens SIMATIC Manager is installed, the project can be verified at this time, prior to completing the promotion. 8. Click finish on the final screen to complete the transfer. 9. Open the Archive tab and select the S7Project binder. The new version will be shown in the details This completes the Disaster Recovery for Siemens S7 Processors portion of the lab. 126 of 234

127 Appendix 9: Archive to Archive Compare Also new in FactoryTalk AssetCentre v4.1 is the ability for the FactoryTalk AssetCentre client to compare different files or versions of the same file from within the archive itself, without requiring a check-out. File comparison is not limited to just the archive; a file from archive can also be compared to one on the desktop, or two files that are not part of the FactoryTalk AssetCentre database can be compared to each other. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 127 of 234

128 Archive to Archive Compare Archive Only This portion of the lab will walk through performing a comparison using only files that are checked into the FactoryTalk AssetCentre archive. 1. From the FactoryTalk AssetCentre Client, navigate to AssetCentre Studio 5000 Projects Filler.ACD and open the Archive. 2. Right-click on Version 9 and click Select Left File for RA Compare 128 of 234

129 3. Right-click on Version 8 and click RA Compare to Note: The name of the file chosen first will be dynamically filled in here. If Select Left File for RA Compare is chosen again, it will replace the first file chosen. 4. A window will appear indicating that the compare is in progress. 5. When the compare is complete, click OK to display the RSLogix 5000 Compare report. 6. The RSLogix 5000 Compare Tool will now open. 129 of 234

130 7. Scroll through the Base and Compare project areas to determine where the differences were found. 8. To view one of the differences, click Tasks, then double-click on TempRout. 9. When finished examining the compare report, close the tool and click No to cancel the save operation. 130 of 234

131 Archive to Archive Compare Archive to Windows This portion of the lab will walk through performing a comparison using one file checked into the FactoryTalk AssetCentre archive and another that exists only on the operating system. While the process is largely the same, it s important to understand that the Compare is not limited solely to FactoryTalk AssetCentre. 1. From the FactoryTalk AssetCentre Client, navigate to AssetCentre Studio 5000 Projects Filler.ACD and open the Archive. 2. Right-click on Version 9 and click Select Left File for RA Compare 131 of 234

132 3. Navigate to C:\Studio 5000\Projects in Windows Explorer. A BAK file has been left behind from the Filler_CLX.ACD download. Right-Click on it and click RA Compare to Note: Even though these are two different file names, they can still be compared. Depending upon the compare engine in use, the filenames or even the file extensions can be different. 4. A window will appear indicating that the compare is in progress. 5. When the compare is complete, click OK to display the Studio 5000 Logix Designer compare report. 6. As expected, the compare report shows no differences found, meaning that this BAK file could be safely removed. 7. Close the tool and click No to cancel the save operation. 132 of 234

133 Archive to Archive Compare Folder/Binder Compare This portion of the lab will walk through how to compare two folders that are not part of the FactoryTalk AssetCentre archive. Note that this comparison will be done using the RA Compare Engine, not the Studio 5000 Logix Designer Compare tool, which is specific to ACD files. The same comparison engine would be used for binders that are part of the archive. 1. Navigate to C:\Lab Files\ in Windows Explorer. 2. Right-Click on NetWorkShare and click Select Left Folder for RA Compare 3. Right-Click on Test Folder 1 and click RA Compare to 133 of 234

134 4. When the compare is complete, the RA Compare report will be displayed. Reading an RA Compare Folder Report The RA Compare report shows the contents of the left folder (or first item selected as part of the compare) as a list on the left side of the window, and the contents of the right folder (or second item selected as part of the compare) as a list on the right side of the window. in the middle column means the item is the same in both versions. in the middle column means the item has differences. The filename shown in grey is the older file, and the one shown in red is the more recent file. Nothing in the middle column means the item has been added or deleted in one version. The filename is shown in blue to indicate its presence in one folder, and blank (no filename) to indicate its absence in the other folder. 5. From within this report, it is also possible to compare specific files contained in the folder or archive By default, a simple binary comparison is available for non-rockwell file extensions, such as TXT. Third-party compare engines such as Beyond Compare, however, could be installed and configured for use with FactoryTalk AssetCentre. 6. Close the compare report when finished. 134 of 234

135 Archive to Archive Compare - Options This portion of the lab will quickly introduce the options associated with the FactoryTalk AssetCentre Archive to Archive compare feature. 1. From the FactoryTalk AssetCentre Client, click Tools Options. 2. Click Compare Engines 3. Notice that several compare engines have already been configured for Rockwell Automation devices. Click the entry for Logix5000 Controller to see the configuration for the Studio 5000 Logix Designer Compare Utility. This dialog can be used to configure FactoryTalk AssetCentre to use additional compare engines that can be installed outside of FactoryTalk AssetCentre itself. 135 of 234

136 4. Click Compare Configuration This dialog can be used to select the folder in which to store any items being compared, and also to clear said folder when comparisons are complete. When selecting files for comparison from the FactoryTalk AssetCentre archive, the files are first extracted from the archive and located in this folder. When the comparison is complete, the files are left in the folder to speed any future comparisons. Using the Erase All button clears this folder entirely. 5. Click the Erase All button now to remove the files used in the previous comparisons, and press Yes when prompted. 6. Any files extracted from the FactoryTalk AssetCentre archive have now been cleared from the local hard drive and remain only in archive. Click Cancel to close the Options dialog. 136 of 234

137 Appendix 10: Archive Auto Check-In & Desktop Shortcuts In this section of the lab, you will learn how to configure File Associations in FactoryTalk AssetCentre for use with the application launcher utility. Configuring a file association will allow FactoryTalk AssetCentre to monitor the file when opened from the archive, and prompt the user to check the file back in when finished using it. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 137 of 234

138 Create and Configure for Auto Check-in You may associate programs with particular file extensions. If no association is specified for a file extension, the settings of the local computer are used to open the file. In addition, via the File Association you can configure it to automatically check out and check in files into archive based upon the Open command within AssetCentre. 1. To configure the behavior of the Application Launcher, click Tools Options File Associations and select the System Associations tab. The following will be displayed: 2. We are going to create a new File Association for Process Device Configuration (PDC) Field Edition. Click New and enter the following information: Note: Some applications lock the file (i.e. Studio 5000 Logix Designer) while editing and others do not (i.e. Notepad). For PDC Field Edition, select Process for the Monitor Type. AssetCentre will look at the application/process to determine when it s appropriate to check in the file after editing. Whereas, for Studio 5000 Logix Designer, it s appropriate to select File for its Monitor Type Stop! Ensure that the Process field has the full C:\Program Files (x86)\rockwell Software\AssetCentre Client\RA.FTAC.PDC.Field.exe entered before moving on. 138 of 234

139 3. Click OK the exit the File Association dialog. 4. Click OK to Exit the Options dialog Exercise auto check-in 1. Let s verify the operation of the File Association, navigate to AssetCentre Plant Layout Packaging Area Washer PT Right mouse click on the PT10.PDC file and select Open. 3. Click Check out from the File Retrieval Options. 4. With the Get local copy selected, click OK to the Check Out dialog. 139 of 234

140 5. The PT10.PDC file is checked out of archive and launches with PDC Field Edition. 6. Close PDC Field Edition 7. The Check In dialog now displays. This is because we selected Monitor Type = Process, and since PDC Field Edition just ended, AssetCentre now wants to check the file in automatically. With Check in and delete the local copy selected, click OK. The PT10.PDC file is now checked in 140 of 234

141 Using Desktop Shortcuts for Archive Files In this section of the lab, we will create a short-cut to automatically check a file out and in of archive without even having the AssetCentre Client opened. Create shortcut 1. Navigate to the PT10.PDC file in AssetCentre 2. Right mouse click on the PT10.PDC file and select Create Shortcut. This will create a shortcut for the PT10.PDC file on the desktop. 141 of 234

142 Exercise shortcut 1. Let s verify the operation of the shortcut, double click on the PT10.PDC.alup shortcut located on your desktop. Note: Shortcuts do not need to reside on your desktop, they can be placed anywhere on your hard drive. For an RSLogix 5000 example: 2. Click OK to the Check Out dialog. 3. The PT10.PDC file is checked out of archive and launches PDC Field Edition automatically. This is the same behavior we observed by invoking the Open command within AssetCentre. 4. Close PDC Field Edition 5. The Check In dialog now displays, selected, click OK. The PT10.PDC file is now checked in - Easy! This portion of the lab is now complete. 142 of 234

143 Appendix 11: Process Device Configuration at a Glance In this section of the lab, you will be using FactoryTalk AssetCentre Process Device Configuration to add an Endress+Hauser Cerabar pressure transmitter to FactoryTalk AssetCentre, and then configure and monitor the device. Introduction to FTD-DTM FactoryTalk AssetCentre leverages FDT/ DTM technology for its Process Device Management. The following sections describe this open technology. Refer to for additional information. What is Field Device Tool (FDT)? FDT (Field Device Tool) technology standardizes the communication interface between field devices and systems. The key feature is its independence from the communication protocol and the software environment of either the device or the host system. FDT allows any device to be accessed from FactoryTalk AssetCentre through any protocol. Here s how it works Suppliers (e.g., Rockwell Automation, Endress+Hauser, Metso Automation, etc.) develop a Device Type Manager (DTM) for each of its devices or group of devices. The DTM encapsulates all the device-specific data, functions and business rules such as the device structure, its communication capabilities, internal dependencies, and the Human Machine Interface (HMI) structure. The DTMs provide functions for accessing device parameters, configuring and operating the devices, and diagnosing problems. DTMs can range from a simple Graphical User Interface (GUI) for setting device parameters to a highly sophisticated application capable of performing complex real-time calculations for diagnosis and maintenance purposes. The DTM is managed and launched in FactoryTalk AssetCentre. FactoryTalk AssetCentre contains the communication component to interface the FactoryTalk AssetCentre Client with the specific fieldbus communication (e.g., HART, PROFIBUS, FOUNDATION fieldbus, etc.). FactoryTalk AssetCentre initiates the DTM and enables the device to interoperate with the system engineering and operating environment. The FDT interface is open to all kinds of field busses and thus will allow FactoryTalk AssetCentre to provide integration for many different kinds of devices. 143 of 234

144 DTM s and Network Topology The first step to configuring a device is to create a communication path to the device from the FactoryTalk AssetCentre Client. This is accomplished by nesting DTMs that represent various levels of the network topology. For example, let s look at the basic network setup shown below: To configure the E+H Cerabar (pressure) device from the FactoryTalk AssetCentre client, the network topology would be represented as follows: Each level of the topology representation corresponds to a DTM. DTMs are nested in an assembly to create an appropriate communication path from FactoryTalk AssetCentre client to device. The first DTM, RSLinx 1756 Bus, routes communications from the FactoryTalk AssetCentre client to the backplane of the ControlLogix 1756 Chassis. The second DTM, 1756-IF8H, routes communication from the backplane of the ControlLogix 1756 Chassis to the HART protocol. Lastly, the Cerabar DTM talks HART and is capable of configuring the Cerabar instrument. Thus, DTMs have two properties of interest: Required Protocol - Upstream Protocol Supported Protocol - Downstream Protocol In the DTM assembly above: RSLinx 1756 Bus DTM Has no Required (Upstream) Protocol and Has a Supported (Downstream) Protocol of 1756 bus 1756-IF8H DTM Has a required protocol of 1756 bus and a Supported protocol of HART Cerabar DTM Has a required protocol of HART and No supported protocol 144 of 234

145 Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 145 of 234

146 DTM Catalog The DTM catalog is used to view and manage the DTMs that are available in FactoryTalk AssetCentre. The DTM Catalog is stored on a FactoryTalk AssetCentre server. 1. Click the Tools DTM Catalog from the file menu. 2. The DTM Catalog is displayed. Predefined filters allows you to quickly apply a filter to those specific DTMs Scan DTMs that have been added or removed. Scan is required whenever a library of DTMs have been installed or removed. Shows DTMs that are installed locally and are enabled Customized filters allow you to filter the DTM Catalog base on one or more criteria i.e. Cerabar The DTM Catalog is where you can: Allows you to enable or disable a DTM for use Scan for additional installed DTMs that have been loaded on the machine Enable or Disable particular DTM for usage via the Modify Catalog button View all DTMs that are available via FactoryTalk AssetCentre. You can apply predefined or custom filters for easy navigation. 3. When finished, press the Close button. 146 of 234

147 DTM View In this section of the lab, you will be using FactoryTalk AssetCentre Process Device Configuration Field Edition to verify an Endress+Hauser Cerabar pressure transmitter configuration. 1. Navigate to the PT10.PDC file in the asset tree: under AssetCentre Plant Layout Packaging Area Washer PT10 PT10.PDC, right mouse click and select Open. 2. Click Check Out 147 of 234

148 3. The Check Out dialog is displayed; click OK to check it out to the default working folder on your machine. PDC Field Edition will launch, and the PT10.PDC file will opened. The Field Edition Home page will now be displayed: The following items are available from the Home page: Field Open Upload Download Online / Offline (with Current Status) Device / Network diagnostics Description Opens the device configuration data. Depending on Current Status (see below) the open command will either go to an Online or Offline state Will upload from the device and save to offline configuration data Will download offline configuration to the device Determines when the device is open to either go to an Online or Offline state. The current selection is shown Used primarily to determine the quality of the DTM selected, DTM Network configuration; including connectivity to the device itself Note: The file has been checked out to the C:\Documents and Settings\Labuser\Desktop\PDC Files\PT10 folder. If the archive tab is open, the State field will display this information for you and a check mark will appear next to the file s icon, indicating that the file is currently checked out: 148 of 234

149 4. Click the Open button to open the valve positioner device: Current Status: Disconnected / Offline When you are offline with the device, all changes and settings are stored locally in the DTM and are not sent to the device. When you later go online with the device you can transfer the parameter changes to the device by performing a parameter download. If online parameterization is performed when you are online with the device, all changes are transferred directly to the device. Offline Parameterization In this portion of the lab, the valve positioner s upper limit will be adjusted from 100% to 90%. 1. Scroll down to Position Upper Limit 149 of 234

150 2. Change the value from 100 to 90. Note that a pencil icon appears next to the value, indicating that something has been changed. 3. To save your changes, click File from the menu and then Save. 4. Close PDC Field Edition application Click Yes if prompted to save again. Note: If the Archive Auto Check-In appendix has been completed, then the auto check-in dialog will appear at this point and step 5 can be skipped. 150 of 234

151 5. To persist the changes, you must check the file back into archive. With the Archive view open and the PT10.pdc file selected, click the Check In button. 6. Enter Changed Upper Limit to 90% in the Comments field of the Check In dialog. 7. Click OK to perform the check in. The Process Device Configuration at a Glance portion of the lab is now complete. 151 of 234

152 Appendix 12: Securing FactoryTalk AssetCentre In this section of the lab you will secure FactoryTalk AssetCentre assets and features. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 152 of 234

153 Creating new Users and Groups To secure our FactoryTalk AssetCentre asset view and features, we will first need to create new users and groups for our Packaging and Process Areas. Users and groups are administered in the FactoryTalk Administration Console. 1. Open FactoryTalk Administration Console from the shortcut on the desktop 2. Select the Network FactoryTalk Directory and click OK. After a few seconds you will see the FactoryTalk Administration Console 153 of 234

154 3. Expand the Users and Groups, then expand Users then expand User Groups 4. With the User Groups folder selected, right click and select New User Group 154 of 234

155 5. Enter Process Area for the Name, then click Add 6. If we had a user already created that was appropriate, we could assign them to the Process Area. Instead, we are going to create a new user called John. Select Show users only for the Filter Users, then click Create New and select User Enter John for the User Name, as well as for the password. Click OK to continue. 155 of 234

156 8. Select John in the list and then click OK 9. John has been added to the Process Area group. If you like, repeat step 7 9 to create additional Process Area users. 10. Click OK to the new User Group dialog with our assigned Users Next, we are going to create a new User Group called Packaging Area and create a new user call Bob to assign to this new group. 11. With the User Groups folder selected, right click and select New User Group 12. Enter Packaging Area for the Name, then click Add 156 of 234

157 13. Again, at this point, if we had a user already created that was appropriate, we could assign them to the Packaging Area, however we are going to create a new user called Bob. Select Show users only for the Filter Users and then click Create New and select User Enter Bob for the User Name, for the password, and click OK. 15. Select Bob in the list and then click OK 16. Bob has been added to the Packaging Area group. If you like, repeat step to create additional Packaging Area users. 17. Click OK to the new User Group dialog with our assigned Users Our FactoryTalk Administration Console explorer should look similar to this (Next Page): Securing AssetCentre functions (Design Mode) Now that we have our Process Area and Packaging Area Users Group and Users created, we are going to restrict these groups from entering into Design Mode within AssetCentre. 1. Expand the Policies folder 2. Expand the Product Policies folder 157 of 234

158 3. Expand the FactoryTalk AssetCentre product policies folder and double click on the Feature Security item 4. Navigate to the Switch to Design Mode polices and click the Configure Security button. 5. Click the Add button 6. Select Packaging Area and click OK 158 of 234

159 7. Again, Click the Add button 8. Select Process Area and click OK 9. Since we don t want the Packaging or Process Area groups to have the ability to Switch to Design mode click the Deny checkbox for both. Click the Deny checkbox to prevent groups or user from entering Design mode 10. Click OK to the Configure Securable Action dialog. 11. Click OK to the Feature Security Properties dialog. 12. Close the FactoryTalk Administration Console We will verify that the Design Mode is not available for either of these two groups in the Exercise Security Configuration section. Securing the FactoryTalk AssetCentre Asset Tree You will now configure security to prevent the two groups (Process and Packaging Area s) from viewing each other s assets or areas. 1. Within the AssetCentre client, navigate to the Packaging Area as this will be our first Area we are going to secure. 159 of 234

160 2. Enter design mode by clicking the Design button 3. Next, click the Configure Security for the Selected Asset button. The following is now displayed: 4. Click the Add button 5. Select the Process Area group and click OK. 6. Expand out the Common Permissions, navigate to List Children. 160 of 234

161 7. Check the Deny for List Children AND Read permissions, click OK. Note: This will prevent any user associated to the Process Area user group to view the Packaging Area contents. The Read permission is for Packaging Area folder itself, and the List Children is for any content within the Packaging Area. 8. Click Yes to the Security Settings dialog. 9. Next, navigate to the Process Area as this will be our other Area we are going to secure. 10. Next, click the Configure Security for the Selected Asset button. 11. Click the Add button 12. Select the Packaging Area group and click OK. 161 of 234

162 13. With the Packaging Area group selected, Expand out the Common Permissions, navigate to List Children. 14. Check the Deny for List Children AND Read permissions, click OK 15. Click Yes to the Security Settings dialog. 16. Exit design mode by clicking the Design button. Exercise Security Configuration In this section of the lab we are going to confirm that you have performed the security configuration correctly. 1. Within AssetCentre, click File and then Log Off. Notice, with no user log in the FactoryTalk AssetCentre client is blank. 2. To Log back in, click File and then Log On 162 of 234

163 3. We will first log in as John our Process Area user. Enter John for the user name and password and then click OK to Log In. 4. The FactoryTalk AssetCentre client opens; notice that only the Process Area is available for John. In addition, notice that the Design Button is grayed, meaning that it s not available. 5. To verify that Bob can only see the Packaging Area, Log off and Log back into AssetCentre as Bob. Click File and then Log Off. 6. Log In by clicking File and then Log In. 7. Enter Bob for the user name and password, and then click OK to Log In. 8. Notice that only the Packaging Area is available to Bob, and again, the design mode button is grayed. This completes the Securing FactoryTalk AssetCentre portion of the lab. 163 of 234

164 Appendix 13: Archive Clean-up Utility The Archive Clean-up Wizard is used to remove unnecessary versions of archived files from the database, thereby clearing space. Removed versions are deleted from the database, but the version number and associated notes are retained in archive for the purposes of record keeping. The Archive Clean-up can be run manually from the FactoryTalk AssetCentre Client, or it can be scripted to run automatically (e.g., as a Windows Task.) Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 164 of 234

165 Create Archive Clean-up Configuration File To create a configuration file for use with the manual or scripted utility, the Archive Clean-up Wizard must be run from the FactoryTalk AssetCentre client. 1. Open Tools Archive Clean-up Wizard 2. Click Next 3. The wizard will provide general information on the archive. Click Next. 4. The wizard will now prompt for the files that will be cleaned up as part of this operation. 165 of 234

166 5. Browse through the asset tree to AssetCentre Files Studio 5000 Projects Batch_CLX.ACD and click Add to list 6. Click Next 7. In the Keep field, enter the number 10, and select today s date in the right-most date field. This will configure the clean-up utility to remove all but the 10 most recent versions. Note: Selecting the Advanced option allows the user to specify settings for each file in the configuration. The user may select from date range, as seen here, or version range (e.g., versions 2-20.) 166 of 234

167 8. Click Next 9. Click Save Configuration 10. Navigate to C:\Lab Files\Archive Clean-up and save the configuration as Cleanup. 11. Click Save. 167 of 234

168 12. Click Cancel. Note: To run the utility manually, simply click the Start button here. In the next section, the configuration file will be used as part of the scripted utility, so the utility will not be run manually at this point. 13. Open C:\Lab Files using the shortcut on the desktop. 14. Open the Archive Clean-up 15. Right-click on the newly created Cleanup.xml and select Edit. 168 of 234

169 16. Locate the <END DATE> section. Remove today s date and replace it with NOW. Note: Using now allows the configuration file to be used multiple times without being constrained to a particular date range. Now can also be used in conjunction with -# to indicate a certain number of days ago. For instance, now -10 indicates 10 days ago. An example of this could be used to say keep 0 versions that are more than 10 days old. 17. Save the changes and exit out of Notepad. Configure Clean-up Utility Login Information When run outside of the FactoryTalk AssetCentre client, the Archive Clean-up Utility makes use of stored credentials. This section will show how to configure those credentials. 1. If it s not already open, open C:\Lab Files using the shortcut on the desktop. 2. Open the Archive Clean-up folder. 3. Double-click Configure_Security.bat Note: The Configure_Security batch file has been created for use with this lab to simplify the typing needs. To launch the security configuration screen, the archive clean-up utility s executable file (located in the AssetCentre Server\bin directory) must be launched with the /c command. 169 of 234

170 4. The security configuration screen will appear. Enter Username of labuser and a Password of rockwell Click the Test button to ensure that the credentials are entered correctly. 5. Click OK to continue, which will close the dialog and complete the security configuration. Run the Archive Clean-up Utility This section of the lab will use the scripted Archive Clean-up utility and the configuration file created in previous sections to clean up the AssetCentre archive. 1. Double-click the Launch_Utility.bat file. Note: The Launch_Utility batch file has been created for use with this lab to simplify the typing needs. To launch the utility normally, the archive clean-up utility s executable file (located in the AssetCentre Server\bin directory) must be launched with a reference to the configuration file. For example: RA.FTAC.ArchiveCleanUp.exe "C:\Lab Files\Archive Clean-up\Cleanup.xml" 2. A command prompt window will be displayed as the utility completes (approximately 15 seconds.) 3. When the command prompt window disappears, the utility has completed. 170 of 234

171 View Archive Clean-up Utility Results 1. Open the Logs tab and select Event Log 2. Use the Message filter to search for messages containing Archive 3. Double-click the paper clip icon in the top entry and click view 4. The log file will indicate all changes made. Notice that the first version of the file was kept, but all other versions were removed. The archive clean-up utility can remove any version except the first and last version of a file. 171 of 234

172 5. Scroll to the end of the log and notice that the final 11 versions were not deleted. The configuration file specified that 10 versions should be kept, and since the utility cannot delete the first or last version of a file, those two versions are not counted toward the total number to be kept. 6. Close the log file and attachment dialog. 7. Browse in the Asset Tree to AssetCentre Files Studio 5000 Projects Batch_CLX.ACD and open the Archive tab. Note: While the versions have been removed from the database, thereby freeing up hard drive space, the version information in the FactoryTalk AssetCentre archive remain for future reference. This completes the Archive Clean-up Utility section of the lab. 172 of 234

173 Appendix 14: Event & Audit Log Cleanup Utility Through the course of normal operation, the Audit and Event logs of the FactoryTalk AssetCentre system can grow quite large. As a direct consequence, the MSSQL database size will also expand. Due to these considerations, it is possible for an administrator of the system to remove older log messages. Launching FactoryTalk AssetCentre In this section you will launch the FactoryTalk AssetCentre Client, if it s not already open. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: After a few seconds, you should see a software interface that looks similar to this: 173 of 234

174 Create and Purge Log data 1. To begin within AssetCentre click Tools Log Cleanup Wizard. 2. Click Next to the Welcome Screen. 3. Select Audit Log as the Log we want to clean up or process, click Next. Note: Audit, Events and Diagnostics Log are treated separately. If you wanted to clean out the Event or Diagnostics, the Clean-up wizard would need to be run once per category. 4. For the Log Date Criteria, Enter Yesterdays date. (It is not possible to enter today or a future date.) You can use the drop down to do this. 5. With the Export to data file selected, change the File Name to myaudits.sdf and change the File Path to desktop 6. Click Next to advance to the Confirmation Screen 7. Click Start to being the process 174 of 234

175 8. Once the process is complete a Results screen is displayed, click Next. 9. The Log Cleanup Wizard shows the before and after effects of processing, Click Finish to exit. Note: Some rows may remain; this is primarily due to the today s Audit messages still in the database. The numbers shown above may not match what you re seeing, as the dates will not match. 175 of 234

176 View Purge Log data 1. To View our records that we just created from our FactoryTalk AssetCentre database start the Log Viewer by Clicking Start Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Exported Log Viewer. 2. To open our myaudits.sdf file, click File Open Log and browse to the desktop and select myaudits.sdf, then click Open. 3. The contents that have been removed from the AssetCentre logs can now be viewed here. This completes the Event and Audit Log Cleanup Utility portion of the lab. 176 of 234

177 Appendix 15: Backup and Restore FactoryTalk AssetCentre The following set of instructions is intended for use on system using Microsoft SQL Server Proper steps for manual backup and restoration of the AssetCentre database will be shown. A backup operation will essentially create a copy of the current database contents, and store them in a user-defined location, and a restore operation will create a database based on the contents of the backup file. It should be noted that this process can also be automated. During the backup of the FactoryTalk AssetCentre system, user access should be limited. While users can continue to query the system during the backup, it is not recommended to have any user activity occur during this time. Additionally, it is advisable to run the Database Cleanup Wizard from the FactoryTalk AssetCentre client prior to backing up the system to clean out any aged data that no longer needs to be retained (see online help in FactoryTalk AssetCentre client for this procedure.) AssetCentre Database Backup 1. From the Start menu select Programs Microsoft SQL Server 2008 R2 SQL Server Management Studio 2. Click Connect 177 of 234

178 3. Once the Microsoft SQL Server 2008 Management Studio has connected to the database server, navigate to the AssetCentre database. 4. Right-click on the AssetCentre database and select Tasks Back Up 178 of 234

179 5. The Back Up Database AssetCentre screen is displayed, Observe the following information: Select AssetCentre database to backup Name of backup Local hard drive to store backup file (see notes below) Backup Set Name: This will be the name of the database backup file. Backup set will expire: This will be a retention period for each backup performed. If the backup should never expire, leave this setting at the default of 0. Destination: The default destination for this backup is C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Backup\AssetCentre.bak. Click the Add button to select a user defined location and filename for the backup. For the sake of simplicity, the lab is pointing the backup file to the Lab Files directory. 179 of 234

180 6. Note the Options from the tree on the left of the screen. In this example, all options are left at default. 7. Click OK to initiate the backup. 8. Note the Progress panel in the bottom left of the screen. 9. Upon successful completion of the backup, the following window will be displayed The AssetCentre database is now backed up. 180 of 234

181 AssetCentre Database Transaction Logs Backup It is strongly recommended to backup the database transaction logs in addition to the database itself. The transaction logs essentially keep audits of the database, recording actions performed upon it. Both the transaction logs and database can be stored in the same file, specified in the section above on how to back up the database. 1. Right-click on the AssetCentre database and select Tasks Back Up The following screen will be displayed: Select AssetCentre database to backup. Select Transaction Log as the backup type. Name backup Note that the location is carried over from previous backup. 2. Note the Options from the tree on the left of the screen. In this example, all options are left at default. 3. Click OK to initiate the backup. Note the Progress panel in the bottom left of the screen. 181 of 234

182 4. Upon successful completion of the backup, the following window will be displayed, click OK. The AssetCentre database s transaction logs have now been backed up successfully. Scheduling Backups Using the MSSQL Server Agent, it is possible to schedule backups of the AssetCentre database and transaction logs on a user defined schedule. Typically, an entire database backup is scheduled less often than the transaction log backup (e.g., the database might be backed up weekly, whereas the transaction logs are backed up daily.) Since the MSSQL Server Agent is performing the operation, its service must be running for scheduled activities to run correctly. It is recommended to set this service to automatic, such that the service will start on reboots without user intervention. Note: The steps below assume a configuration of two separate maintenance plans: one for the transaction log and one for the database itself. It is possible to configure both in the same plan. 1. Ensure that the SQL Server Agent is started (.) This can be accomplished directly from the Microsoft SQL Server Management Studio, at the bottom of the navigation tree. 2. If the Agent is not started ( ), right-click on it and select Start. 182 of 234

183 3. Click Yes when prompted to start the service. 4. Once the SQL Server Agent is started, right-click on Management Maintenance Plans and select Maintenance Plan Wizard. 5. Click Next on the opening screen 6. Enter AssetCentre_DB_Backup as the name for the maintenance plan, and then click the Change button to schedule the plan. 183 of 234

184 7. Use the following screen to configure the schedule for the operation, then click OK to continue. For the purposes of this lab, just leave the defaults. 8. Click Next to progress past this screen now that the schedule is configured 9. Select Back Up Database (Full) to configure this maintenance task to back up the database itself. Click Next to continue. Note that a transaction log backup can also be selected here. 10. Click Next again. 184 of 234

185 11. Select the AssetCentre database from the drop down menu and click OK. 12. Specify the location to store the backup file. For the purposes of this lab, use C:\Lab Files. Note: A preferred location would be a separate hard drive from the one on which the database resides (thus saving the backup location if the database s hard drive fails.) 13. Click Next 185 of 234

186 14. Enter the location to save the log files of the backup. Again, use C:\Lab Files. 15. Click Next Note: It is possible to configure reporting from this screen. 16. Click Finish to finalize the maintenance plan. 186 of 234

187 17. When complete, the following screen will be displayed: 18. Once the success of the operation is reported, click Close. 19. A database backup has now been scheduled. Note: If a maintenance plan for the transaction log is also desired, simply follow these steps again and select Back Up Database (Transaction Log) instead of Back Up Database (Full). Restoring FactoryTalk AssetCentre in Microsoft SQL Server 2008 Before beginning the process of restoring the database, all users of the FactoryTalk AssetCentre system should be disconnected. It is advisable to simply stop the FactoryTalk AssetCentre server service until the MSSQL database restore and subsequent re-connecting of the FactoryTalk AssetCentre server is complete. Additionally, the World Wide Web Publishing service should be stopped until the entire procedure is complete. 1. To disable the FactoryTalk AssetCentre server service, open up the Service Control Manager (Start Administrative Tools Services). 187 of 234

188 2. Right-click on the FactoryTalk AssetCentre Server listing and select Stop. 3. Stop the World Wide Web Publishing service in the same way. 188 of 234

189 4. Return to the SQL Server Management Studio 5. Right-click on Databases, then select Restore Database 6. In the To database field, enter the name AssetCentre, then select the From Device radio button and click the corresponding browse button. 189 of 234

190 7. Click Add 8. Browse to C:\Lab Files\FTAC.bak and select it, then press OK to continue. 9. The backup list below the browse button will populate. Check both check boxes. Note: If different options are selected, such as overwriting on each backup, or if a previous backup file is used, there will be a different number of rows to select from. Additionally, if no transaction logs were backed up, there may only be one checkbox available, corresponding to the AssetCentre database itself. It is also possible to perform restores of just the transaction log or database, depending on the checkbox selections. These steps show the process for restoring both at the same time. 190 of 234

191 10. Click Options 11. Select Overwrite the existing database 12. Click OK, SQL will now restore the AssetCentre database. 13. When complete, return to the Services window and Start the World Wide Web Publishing service. 14. Start the FactoryTalk AssetCentre Server service. This completes the Backup and Restore FactoryTalk AssetCentre portion of the lab. 191 of 234

192 Appendix 16: FactoryTalk AssetCentre Instrument Management What is Calibration Management? Calibration Management is the process of recording that calibration activity actually occurred at the appropriate time, and capturing the results of calibration activity. Further, Calibration Management will schedule these manual calibration operations on process devices, test instruments, and other hardware. Calibration management functionality provided by the AssetCentre Calibration Management feature is implemented by a software product called ProCal version 5 (PCV5). FactoryTalk AssetCentre uses this software product to provide Calibration Management behavior. Three distinct characterizations are useful with respect to a given piece of Calibration Management functionality: The Calibration Management functionality is completely contained within PCV5, but accessed solely through AssetCentre. The functionality is triggered or started within AssetCentre and carried out in PCV5. There is AssetCentre-specific behavior that lies outside PCV5, but influences or controls PCV5 behavior. FactoryTalk AssetCentre Calibration Management Walk-through In this section you will launch the FactoryTalk AssetCentre Client and review the main interface. 1. From the Start menu select Programs Rockwell Software FactoryTalk AssetCentre Client FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: 192 of 234

193 After a few seconds, you should see a software interface that looks similar to this: In this section of the lab we are going to leverage the pre-created PT10 pressure transmitter extending FactoryTalk AssetCentre to manage the calibration of this device electronically. We will do this by linking the device to FactoryTalk AssetCentre Calibration Management capability, setting up additional calibration management specific data, perform a mock calibration, and finally view a report using one of the standard reporting templates. 193 of 234

194 View Calibration Data in FactoryTalk AssetCentre 1. Select PT10 from the Plant Layout Packaging Area Washer section of the FactoryTalk AssetCentre Tree View.. 2. Click the Calibration button form the menu tool bar. The following screen is displayed. Note: The Calibration Master Data is synchronized with the ProCalV5 calibration data. ProCalV5 contains the master data. Short-cut menu options for ProCalV5 program Open Instrument record or perform a New Calibration in ProCalV5 Create a new ProCalV5 device (System, Loop, Instrument, Equipment or Test Instrument) Refresh Calibration Data Sort by Alphabetical Sort by Groups ProCalV5 Data 194 of 234

195 View ProCalV5 1. Select the PT10 instrument from the FactoryTalk AssetCentre Tree View, right mouse click to open the sub menu, click ProCalV5 > Open. 2. ProCalV5 has a reminders dialog that by default displays every time ProCalV5 launches. Click the Expand All button to view all reminders ProCalV5 comes equipped with a reminder system, whereby overdue calibrations, work items and alerts will appear on the Reminders screen. There are many different types of reminders that may appear in this screen ranging from Late Calibrations to Un-finalized Maintenance Results. 3. Double click AT500: Tank ph to view the late calibration record. 4. We could initiate a new calibration for this device realizing it is past due, however, for our lab purposes we will press on and simply close out of this dialog; click the button to close this dialog. 195 of 234

196 5. The following is ProCalV5 client - This is the main screen you will work from when you are using ProCalV5. An overview of this screen s sections is provided. Record Toolbar provides you with access to the mains screens that also may be accessed through the Records menu. Company Record Instrument Record Loop Record Equipment Record System Record Test Instrument Record Calibrations Planned Maintenance Maintenance Request Work Orders Task Document Records Menu Bar File: When the HOME SCREEN is displayed the file menu provides you with the ability to log off ProCal, change password and change to a different user, or exit the system entirely. Record Menu provides you with access to the main screens that also may be accessed through the Records Toolbar Tools menu provides links to screens where you can use functions such as Advance Queries, Print Work Orders, Item Comparison Screen, User Defined Variables, Labels, Lists, Required Fields, Add Company and View Acknowledge Notifications. Reports & Lists menu provides you with access to all areas of the program s Reporting System, including all standard reports and the REPORT MAINTENANCE SCREEN, which is used to add new reports to the system. Work Area When you invoke any of the screens by clicking the appropriate menu or toolbar item, it will be displayed in this area Compliance Records 6. Click Close button to exit ProCalv5 if it is still open - FactoryTalk AssetCentre should now have focus. Note: ProCalV5 could be left open, but for the sake of simplicity and to avoid confusion, we re closing out of the program and re-opening it a different way in the next section. 196 of 234

197 Master Instrument Record (MIR) 1. From the open Calibration view, click the PT10 button and select Open Instrument. 2. Click the Hide button to close the reminder screen. This will open the Master Instrument Record for PT10 in ProCalV5. The master instrument record is used to display and modify the device Master Instrument Records (MIR). The MIR is used to enter all of the instrument s information that will remain constant, such as model number and serial number. The MIR that is entered will be the basis for creating calibration records for those instruments. For the purposes of this lab we will only go through the General and Calibration Tabs. General Info Tab The general tab contains data about the physical instrument such as Manufacturer and Serial Number. You may also assign a Department (with or without corresponding Approval Policy), and determine the primary Calibration Schedule. 197 of 234

198 Calibration Points Tab 1. Click the Calibration Points tab Calibration Points Tab This is the page that contains fields to enter calibration information for the instrument, such as # of cal points, stated accuracy, resolution, etc. This information is then used to calculate the high and low spec and control limits for the instrument s calibration. 198 of 234

199 Instrument Report 1. Click the Instrument Master Report Preview button to see the standard Instrumentation Report. 2. Close the Report Preview. 199 of 234

200 3. Set focus back to FactoryTalk AssetCentre, with PT10 selected and the Calibration View open, click the Calibration Points tab and review the data presented. Remember, calibration information is sourced from ProCalV5, so any changes make in ProCalV5 are automatically reflected in FactoryTalk AssetCentre. 4. Note: The Test Points property has multiple data values associated with it. Click the Test Points property and click the browse button to view this data. 5. Close the Test Points screen to return to the Calibration View 200 of 234

201 The next portion of the lab walks through how to enter a calibration into FactoryTalk AssetCentre. Only one section should be chosen, depending upon your station configuration. If your station has a hardware configuration including a Fluke hand held calibrator, proceed with the following section (Section 1.) If you are not working at a station with a Fluke handheld calibrator, proceed to Section 2, where you will enter information from a mock calibration. 201 of 234

202 Section 1: Perform a Calibration using a Hand Held Calibrator In this section of the lab, we are going to perform a calibration on our pressure transmitter PT100 using Fluke s 744 Hand Held Documenting Process Calibrator. We will download the calibration procedure (Test Points) for PT100 that we recently created, and then we will perform the calibration using the Hand Held calibrator. Once we ve calibrated PT100, we will upload the results to AssetCentre, and then view the Calibration Certificate using ProCalV5. Lastly view the results in FactoryTalk AssetCentre. If your lab station does not have a Fluke Hand Held Calibrator, turn to Section 2 of this appendix. Prepare the Hand Held Calibrator 1. Power up the Fluke 744 Documenting Process Calibrator 2. Connect the serial cable to the Fluke 744 Documenting Process Calibrator Download to Calibrator 3. From the Start menu select Programs>ProCalV5 >ProCalV5 Field Calibrator Utility. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop: 202 of 234

203 4. Log in the application using the following information User ID: AF2010-L11-PAx\labuser Password: rockwell 5. Click OK After a few seconds, you will see a software interface that looks similar to this: 203 of 234

204 6. With the Instruments Tab selected, select Check List and select PI from the left hand pane. Note: Several options are available to select instruments of interest for download. We could have used a custom query, by calibration due dates, configuration, etc. For our lab purposes, we ve chosen to look at all the instruments in the system and manually select the one we are working with, PI The hand held calibrator has I/O block options that have to be configured; these options specify units of measures. These I/O blocks have been pre-configured for you. To view these blocks, click File > Signal Type Options. 8. Click Close 204 of 234

205 9. The hand held can also be configured to use internal or external power to power up the instrument to be calibrated. This needs to be specified, this is done in the field calibrator options tab. To set this Click File > Utility Options/Defaults from the drop-down menu. 10. Click Save 11. Download the procedure to the hand held. Click the Initiate Download button. The download is started. 12. Click Yes to the Warning 13. Click Yes to the Warning 205 of 234

206 14. Once the download is complete, you can disconnect the download serial cable at this time. If you see an error message, such as the one shown below, verify that the 9-pin serial cable is firmly connected to both the Fluke and the PC. You may also need to verify that the serial port on the PC is properly re-directed to the lab Virtual Machine. Note: Do not close the application. We will use it to perform an upload when calibration is complete Preparing Cerabar Instrument for Calibration To perform the Cerabar instrument (PI100) calibration, we must disconnect the PI100 from the PreMix system (our Lab Kit), this would be an example of scheduled maintenance planned into a production cycle, and connect it to the Fluke hand held calibrator. The Fluke 744 can communicate over the HART protocol to complete the calibration & even has the ability to power up the instrument using its loop source capability. To do this we will connect our instruments as follows: The follow pages provide step-by-step instructions for preparing the PI100 for calibration as shown in the image above. 206 of 234

207 Using the quick disconnect, connect the PI100 instrument, hand pump and pressure sensor as follows. Be sure the connections are tight to ensure accurate calibration results: PI100 Instrument Pressure sensor Hand Pump 1. Next, using the quick electrical disconnect, disconnect the wires from PT100 to the terminal blocks, and connect the Fluke 744 test leads to these wires, connect Red test lead to the red wire and connect Black test lead to the black wire. Next connect the HART Communication from the Fluke 744 to the instrument. It should look similar to the following: These leads provide loop power from the Fluke to the Instrument. Connect both sets of leads to the instrument. You can connect either lead to either wire, the Fluke will auto detect for power. These lead reads measured data from the Instrument (4 20mA). Be sure to follow the color coding: Red Lead to Red Instrument Wire Black Lead to Black Instrument Wire 207 of 234

208 2. Connect the pressure sensor to the Fluke 744. This sensor reads source data from the instrument (psi). 3. Connect the serial cable from the PC to the Fluke 744 and your setup should now look like the image below: 9-Pin Serial Cable to PC 4. Press the power button on the Fluke 744 to power up the device. Your instrument is now prepared for calibration. 208 of 234

209 Prepare Fluke 744 Hand Held Calibrator 1. Press HART, then the loop power soft key 2. Verify HART configuration Pressure variable will not match your readout. Corresponding milliamp signal will also not match 3. Press HART again, Use the down arrow to select measure ma, Source PSI, then press the enter key 209 of 234

210 Vent 4. Vent pump to atmosphere, press the Clear/zero button 210 of 234

211 Select Calibration Task 1. Press More Choices soft key, then select the Task sofkey 2. Press enter to select task 211 of 234

212 3. Confirm test setup, Press the Continue softkey Calibrate As Found Instrument Values 1. Select the Manual Test softkey 212 of 234

213 2. Apply 0 psi, accept first calibration Course Adjust 3. Apply 5.0 psi, accept second calibration point Fine Adjust 213 of 234

214 4. Apply 10.0 psi, accept final calibration 5. Review as-found results, press Continue 6. Review Tag and serial number information and User (ID), press Continue 214 of 234

215 Note: The tag in the image may be different from what you see on your screen. The image tag reads PT100, but your device may read PI Select Adjust 8. Select Pressure Zero Trim, Press Enter, Acknowledge Warning Note: Do NOT select Done at this time press the Enter button to continue instead. 215 of 234

216 9. Vent pump to atmosphere (Completely open valve) and Press continue to zero pressure transmitter offset value. 10. Move cursor to Output Trim, Press Enter, Acknowledge Notice 216 of 234

217 11. Press Fetch then Send softkeys to adjust the 4.0 ma output, Press Continue softkey 12. Press, Fetch then Send softkeys to adjust 20.0 ma 217 of 234

218 13. Move the Cursor to Sensor trim and press enter 14. Press enter to Perform User Trim both, Acknowledge Notice 218 of 234

219 15. Press Clear/Zero to re-zero pressure module (vent pump first) then Press continue 16. Apply 0 psi (vented open) Press Fetch and Trim to adjust the LRV, press Continue for next point 219 of 234

220 17. Apply 10 psi, Press Fetch and Trim to adjust the URV, Press Done when complete, Press Done once more to go to the As Left test Calibrate As Left Instrument Values 1. Select As Left, confirm settings and Select Continue 220 of 234

221 2. Select manual test and Apply 0 psi, accept first calibration point 3. Apply 5.0 psi, accept second calibration point 221 of 234

222 4. Apply 10.0 psi, accept final calibration point 5. Review results, press Continue 222 of 234

223 6. Confirm Tag, Press Continue twice and the test is complete 223 of 234

224 Upload Completed Calibration from Fluke 744 Calibrator 1. Connect the upload serial cable at this time 2. From the ProCalV5 Field Calibrator Utility, Select Upload to ProCalV5 from the Action menu in the upper right corner of the screen. 3. Select John D Mico from the Who Calibrated section 4. Select Scheduled from the Calibration Type for Uploaded Calibration You ProCalV5 Field Calibrator Utility should now look like the following: 5. Click the Initiate Upload button 224 of 234

225 6. Click Authorize Record for PI You will be prompted that the Upload has completed. Click OK to the Field Calibrator Utility 8. Click Yes to the Confirm Dialog 9. Click Exit to exit the Field Calibrator Utility 225 of 234

226 Verify Calibration in FactoryTalk AssetCentre Calibration Management 1. If it is not already launched, launch ProCal V5 from the AssetCentre program by right-clicking on the PI100 instrument and selecting ProCalV5 Open. 2. In ProCalV5, Click the Calibration button 3. Click the List Calibration Records, select PI from the list 4. Click the Report Preview button to see the standard Calibration Report. 5. Close the Report Preview 6. Close the Calibration window. 7. Close ProCalV5 to set focus back to FactoryTalk AssetCentre. 226 of 234

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