ADMINISTRATION GUIDE. Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

Transcription

1 ADMINISTRATION GUIDE Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014 Supersedes Publication BZWARE-IN001L-EN-P-June 2013

2 Contacting Rockwell Copyright Notice Trademark Notices Other Trademarks Warranty Customer Support Telephone Online Support Rockwell Automation Technologies, Inc. All Rights Reserved. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details. FactoryTalk, FactoryTalk Activation, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data, FactoryTalk Metrics, FactoryTalk Services Platform, FactoryTalk Transaction Manager, FactoryTalk VantagePoint, FactoryTalk ProductionCentre, Report Expert, Rockwell, Rockwell Automation, Rockwell Software, and RSBizWare are trademarks of Rockwell Automation, Inc. Any Rockwell Automation logo, software or hardware not mentioned herein is also a trademark, registered or otherwise, of Rockwell Automation, Inc. For a complete list of products and their respective trademarks, go to ActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 2000, Windows Server-, Windows XP, Windows 7, Windows Vista, Windows 8 are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe, Acrobat, and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. ControlNet is a registered trademark of ControlNet International. DeviceNet is a trademark of the Open DeviceNet Vendor Association, Inc. (ODVA) OLE for Process Control (OPC) is a registered trademark of the OPC Foundation. Oracle, SQL*Net, and SQL*Plus are registered trademarks of Oracle Corporation. All other trademarks are the property of their respective holders and are hereby acknowledged. This product is warranted in accordance with the product license. The product s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product s implementation may vary among users. This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at any time without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

3 Table of Contents Welcome to RSBizWare RSBizWare prerequisites Installing RSBizWare Chapter 1 Intended audience The RSBizWare architecture FactoryTalk Administration Console Service Console Security Services Manager RSBizWare databases (SQL Server or Oracle) Information Services Manager Report Schedule Manager Configuration Console Web-based client FactoryTalk Transaction Manager Configuration Server FactoryTalk Transaction Manager Metrics Server Manager Where can I go for help? Chapter 2 Hardware and software requirements Running RSBizWare in a distributed environment RSBizWare product dependencies Chapter 3 Clean installation: supported installation scenarios Installation and configuration checklist Step 1: Install Internet Information Services (IIS) Step 2: Install SQL Server 2012 Service Pack Verify the configuration of SQL Server Step 3: Install FactoryTalk Services Platform Step 4: Install FactoryTalk Activation Step 5: Configure FactoryTalk Activation Step 6: Install RSLinx Enterprise Step 7: Create an RSBizWare SQL Server database Step 8: Create an RSBizWare SQL Server database user Step 9: Install SQL Server 2012 Native Client Step 10: Configure the ODBC data source Repair the connection to SQL Server Rockwell Automation Publication BZWARE-IN001M-EN-P-June

4 Table of Contents Step 11: Verify if the local computer is added to the FactoryTalk Administration Console Step 12: Configure FactoryTalk groups and users Configure Windows-linked FactoryTalk users Configure FactoryTalk users Step 13: Install RSBizWare Step 14: Register the Security Services Manager Step 15: Register the Information Services Manager Step 16: Associate Metrics Server Manager with Information Services Manager Configure user-defined summarization fields (flex-fields) Step 17: Assign activations to RSBizWare servers Step 18: Assign client activations to users Step 19: Assign application privileges to users FactoryTalk Historian and FactoryTalk Metrics privileges Step 20: Register FactoryTalk Transaction Manager Step 21: Define FactoryTalk Transaction Manager configurations Step 22: Register FactoryTalk Transaction Manager configurations Step 23: Configure SQL Server Reporting Services (SSRS) Step 24: Verify the SSRS configuration Step 25: Install and configure Report Expert Step 26: Configure the FTMetricsEditors group Step 27: Verify the Report Expert installation Congratulations! Removing RSBizWare Migrating RSBizWare Chapter 4 Migration: supported migration scenarios Migration checklist Step 1: Back up your FactoryTalk Transaction Manager configuration Step 2: Back up your RSBizWare SQL Server database Step 3: Keep your database users for reference Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

5 Table of Contents Step 4: Keep your ODBC data source configuration for reference 123 Step 5: Keep your FactoryTalk Administration Console configuration for reference Step 6: Install Internet Information Services (IIS) Step 7: Install SQL Server 2012 Service Pack Step 8: Install FactoryTalk Services Platform Step 9: Install FactoryTalk Activation Step 10: Configure FactoryTalk Activation Step 11: Install RSLinx Enterprise Step 12: Restore your RSBizWare SQL Server database Step 13: Recreate your RSBizWare SQL Server database user. 144 Step 14: Install SQL Server 2012 Native Client Step 15: Recreate the ODBC data source Repair the connection to SQL Server Step 16: Verify if the local computer is added to the FactoryTalk Administration Console Step 17: Recreate your applications Step 18: Add a local Administrator account as a Windows-linked user 158 Step 19: Recreate your users Step 20: Install RSBizWare Step 21: Register the Security Services Manager Step 22: Register the Information Services Manager Step 23: Associate Metrics Server Manager with Information Services Manager Step 24: Assign activations to RSBizWare servers Step 25: Assign client activations to users Step 26: Assign application privileges to users FactoryTalk Historian and FactoryTalk Metrics privileges 178 Step 27: Restore your FactoryTalk Transaction Manager configuration Step 28: Register the configuration in the RSBizWare SQL Server database Step 29: Update your FactoryTalk Transaction Manager configuration Rockwell Automation Publication BZWARE-IN001M-EN-P-June

6 Table of Contents Step 30: Register FactoryTalk Transaction Manager Step 31: Register the configuration in the Service Console Step 32: Configure SQL Server Reporting Services (SSRS) Step 33: Verify the SSRS configuration Step 34: Install and configure Report Expert Step 35: Configure the FTMetricsEditors group Step 36: Verify the Report Expert installation Step 37: Start your FactoryTalk Transaction Manager configuration Congratulations! Post-installation tasks Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 Administering RSBizWare servers Controlling access to your RSBizWare system Chapter 5 Configuring Internet Explorer trusted sites Installing RSBizWare Sample Data Chapter 6 Preparing for the upgrade Upgrading FactoryTalk Services Platform Upgrading the RSBizWare suite Chapter 7 Starting and stopping RSBizWare servers Managing Information Services Manager scheduled items Managing Information Services Manager external data sources Handling temporary database connection loss in the Information Services Manager The Metrics Server Manager settings file Chapter 8 Software activation options Server activations for FactoryTalk Metrics Server activations for FactoryTalk Historian Classic Client activations for FactoryTalk Metrics Client activations for FactoryTalk Historian Classic Example: FactoryTalk Metrics activation Example: FactoryTalk Historian Classic activation FactoryTalk Historian for Batch activation options Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

7 Table of Contents Managing FactoryTalk user groups and users Configuring FactoryTalk user groups Configuring Windows-linked user groups Updating the Service Console with users and groups changes. 235 Managing user access Configuring data collection Reporting diagnostic messages Advanced topics Database tips Chapter 9 Assigning application privileges to groups Assigning object permissions to users and groups Configuring default object permissions Configuring custom object permissions Chapter 10 Types of control connectors for the data collection Types of enterprise connectors for the data collection Unregistering FactoryTalk Transaction Manager configurations 245 Starting and stopping FactoryTalk Transaction Manager configurations Troubleshooting Chapter 11 Types of diagnostic messages Ways of logging diagnostic messages Configuring server log files Viewing diagnostic logs Appendix A Remote connection to an RSBizWare server Registering the Excel Add-in Appendix B Maintaining frequently used RSBizWare tables and indexes Using Oracle with RSBizWare Recommended database settings Creating tablespaces Configuring the database user Creating a Net Configuration connection Configuring the Oracle ODBC data source Rockwell Automation Publication BZWARE-IN001M-EN-P-June

8 Table of Contents Tuning the Oracle database for FactoryTalk Historian Classic 265 Improving the performance of your RSBizWare Oracle database 265 Preparing to run the Oracle database Data compression Application notes for FactoryTalk Transaction Manager Appendix C Benefits of using the data compression How the data compression works Compression ratio Viewing compressed data Preparing the SQL Server uncompress view Querying the SQL Server uncompress view Data compression considerations Appendix D Setting the real-time clock in a ControlLogix processor using FactoryTalk Transaction Manager In the processor In the database In FactoryTalk Transaction Manager Getting date/time information from a ControlLogix processor to a database In RSLogix In FactoryTalk Transaction Manager Special considerations for a distributed Microsoft COM+ application Enabling network COM+ access for COM+ connectors in FactoryTalk Transaction Manager Configuring the Oracle 10g Instant Client for FactoryTalk Transaction Manager Configuring FactoryTalk Transaction Manager Connectivity to SQL Server using Windows authentication Configuring the SQL Server authentication Configuring the Windows-only authentication Configuring FactoryTalk Transaction Manager for connections with SQL Server Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

9 Table of Contents Data types supported by SQL Server Behaviors when setting substitution options for FactoryTalk data points Resolving IP address to host name issues Removing a Configuration Server computer from FactoryTalk Transaction Manager Starting and stopping FactoryTalk Transaction Manager services manually Considerations for distributed configurations Considerations for copying and pasting FactoryTalk data points 294 Windows Event Viewer tips Running RSLinx Classic as a service Data block support Sending data blocks from FactoryTalk Transaction Manager to a stored procedure Sending data blocks from multiple rows in a table using Integer data 299 Sending data blocks from one row in a table using Integer data 301 Sybase values Int64 Signed/Unsigned in the Expression Editor Int64 Signed/Unsigned as an output parameter in a stored procedure Substituting values for a data point Verifying BigInt data types after FactoryTalk Transaction Manager update Restoring default dialog box sizes Miscellaneous Rockwell Automation Publication BZWARE-IN001M-EN-P-June

10 Table of Contents 10 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

11 Chapter 1 Welcome to RSBizWare RSBizWare is a suite of tools and services aimed at increasing your manufacturing floor effectiveness and profitability with solutions that target scheduling, performance analysis and improvement, and data acquisition and integration. With the RSBizWare suite of tools you can: Improve gross margins and net profit without adding capacity or increasing your order volume. Gain a higher return on your investments in enterprise resource planning, customer relationship management, supply chain management, and shop-floor automation. Predict delivery dates accurately. See the impact of change so you can respond proactively. Intended audience This document is designed to help you understand the components that make up the RSBizWare suite of products. It also describes the steps required to install and configure the RSBizWare software properly and the options you have when deploying the RSBizWare software in your enterprise. This document is intended for the following types of users of the RSBizWare software: Database / network administrators Create and maintain system databases and network resources, including logon accounts. They should be familiar with: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

12 Chapter 1 Welcome to RSBizWare Microsoft Windows operating systems. User accounts and security in the enterprise. Microsoft SQL Server or Oracle Enterprise Manager. Open Database Connectivity (ODBC). RSBizWare administrators Install and configure the RSBizWare system so that it is ready for use for the end users. They should be familiar with: Microsoft Windows operating systems. User accounts and security in the RSBizWare system. Open Database Connectivity (ODBC). Control system architecture, plant model (physical layout), and data model. If connecting to external databases, the RSBizWare administrators should be also familiar with the location and structure (schema) of those databases. The RSBizWare architecture The RSBizWare architecture is highly scalable. You can install the entire system on a single computer, or you can distribute services across several computers on a network. For example, you may choose to install the administrative and data collection services on a server-class computer in a secured room, while the client software is installed on several computers throughout your enterprise. The RSBizWare architecture has been optimized for performance and ease of administration. This leads to a system in which each functional application (e.g., FactoryTalk Metrics) is not always contained in a single software component. In many cases, a functional application may reside in several of the software components that make up the RSBizWare architecture. 12 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

13 Welcome to RSBizWare Chapter 1 To understand this relationship, you need to understand the RSBizWare software architecture as shown in the following diagrams. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

14 Chapter 1 Welcome to RSBizWare FactoryTalk Administration Console The FactoryTalk Administration Console is a stand-alone tool that allows you to configure and manage FactoryTalk-enabled applications. You must install at least one instance of the FactoryTalk Administration Console. You will use the FactoryTalk Administration Console to: Create and configure application, area, and data server elements in the FactoryTalk Directory. Set up redundancy for OPC data servers. Configure client computers to recognize the location of a FactoryTalk Directory server. Configure options for routing and logging system-wide diagnostic messages. 14 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

15 Welcome to RSBizWare Chapter 1 View system-wide diagnostic messages. Create and configure system groups and users. Service Console The Service Console is the center of the RSBizWare architecture. The Service Console is a Microsoft Management Console (MMC) snap-in that provides administrative functions for RSBizWare services. The Service Console is capable of accessing and controlling RSBizWare services that are running on computers across a TCP/IP network or on the local computer. It supports the tasks of server administration, activation and privilege assignment, and any custom functionality specific to the RSBizWare service that is being managed. NOTE The Service Console requests access to the Windows Service Control Manager with the SERVICE_ALL_ACCESS Access Right. Because of this the Windows user who logs into the Service Console is required to be a Windows administrator. Security Services Manager The Security Services Manager is the primary Windows service with which the Service Console interacts when performing its administration functions. RSBizWare application servers, such as the Information Services Manager, are registered with the Security Services Manager as part of the initial configuration process. There is generally a single Security Services Manager running in an enterprise. RSBizWare databases (SQL Server or Oracle) The FactoryTalk Historian Classic and FactoryTalk Metrics applications require a single database for permanent storage. Although they share the same database, each application uses unique tables to support its core functions. The RSBizWare database can be: A Microsoft SQL Server database. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

16 Chapter 1 Welcome to RSBizWare If you plan to use a Microsoft SQL Server database, SQL Server 2008 R2 and any required service packs can be installed from the DVD included with the software. An Oracle database. If you plan to use an Oracle database, the Oracle database software must be installed on a computer that is accessible to the computers that will host the RSBizWare applications. Information Services Manager The Information Services Manager is a Windows service that provides all FactoryTalk Historian Classic and Metrics Server Manager functionality, including FactoryTalk Historian Classic time-series data configuration and storage, and FactoryTalk Metrics performance parameter data configuration and storage. Report Schedule Manager The Report Schedule Manager is a user application that runs, minimized, in the system tray. The Report Schedule Manager controls the execution of reports that have been scheduled by a Configuration Console and logs diagnostic results. Typically, the Report Schedule Manager is on the computer where the Information Services Manager is installed. Configuration Console The Configuration Console provides FactoryTalk Historian Classic and FactoryTalk Metrics client functionality, including the ability to configure the plant model, shift patterns, FactoryTalk Historian Classic time-series data collection, and FactoryTalk Metrics performance parameters, and to create and/or view RSBizWare reports. The Configuration Console also provides FactoryTalk Historian for Batch add-on functionality. Web-based client Web-based clients such as Microsoft Internet Explorer provide the ability to connect to the Information Services Manager and view RSBizWare reports without having the RSBizWare software installed on the client computer; instead, the Information Services 16 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

17 Welcome to RSBizWare Chapter 1 Manager hosts a special Web page, the Quick Web Home Page, to give users view-only access to RSBizWare reports stored on the server. FactoryTalk Transaction Manager Configuration Server The FactoryTalk Transaction Manager Configuration Server is a Windows service that runs continuously to provide a single interface to the configuration files (.dat files) that make up FactoryTalk Transaction Manager. The Configuration Server simplifies access to configuration files by filtering all changes to the files and interfacing with other FactoryTalk Transaction Manager services. A collection of all changes that affect a configuration can be recorded in an audit trail. FactoryTalk Transaction Manager FactoryTalk Transaction Manager is an industrial transaction manager that provides a bidirectional link from control systems to enterprise databases. In the RSBizWare suite, FactoryTalk Transaction Manager Lite is an embedded component that is used by FactoryTalk Historian Classic and FactoryTalk Metrics as the underlying data acquisition engine. Metrics Server Manager The Metrics Server Manager also referred to as the FactoryTalk Metrics Enterprise Connection is a Windows service that resides between FactoryTalk Transaction Manager and the RSBizWare database in order to provide an optimized engine for FactoryTalk Metrics calculations. All FactoryTalk Transaction Manager transactions that are created for FactoryTalk Metrics data collection send data to the Metrics Server Manager, not directly to the database. The Metrics Server Manager performs the following functions: Manages all timers, counters, and formulas defined in the FactoryTalk Metrics application. Summarizes raw control system data. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

18 Chapter 1 Welcome to RSBizWare Creates FactoryTalk Metrics Workcell History records in the RSBizWare database. Creates FactoryTalk Metrics Event History records in the RSBizWare database. Where can I go for help? Consult the following resources for additional information about the product: Release notes The release notes contain current information about the product, including hardware and software requirements, new features, known and fixed anomalies. User guides The product user guides will help you understand how to use the RSBizWare products. Online help The online help provides general information and step-by-step procedures for working with the product. Rockwell Automation Support Center The support center provides a variety of services, such as trainings, webinars, and online support that will improve your experience using the RSBizWare suite. 18 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

19 Chapter 2 RSBizWare prerequisites In this chapter you will learn about the following: Hardware and software requirements (page 19) Running RSBizWare in a distributed environment (page 19) RSBizWare product dependencies (page 19) Hardware and software requirements For up-to-date information on hardware and software requirements of the RSBizWare suite, refer to the RSBizWare Release Notes, available on the RSBizWare installation DVD. Running RSBizWare in a distributed environment If you plan to run RSBizWare clients outside your company network, you may need to open a port on your corporate firewall so that external RSBizWare clients can connect to an RSBizWare server. For information on opening a port on your corporate firewall, see "Remote connection to the RSBizWare server (page 257)". RSBizWare product dependencies Software media from Rockwell Automation bear a Coordinated Product Release (CPR) code (i.e., CPR#) to identify compatibility with other Rockwell Automation applications. The FactoryTalk Services Platform and all of the FactoryTalk-enabled software products participating in the same automation system must be part of the same CPR. When running multiple software applications from Rockwell Automation, you are advised to confirm the compatibility of the versions before proceeding with installation. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

20 Chapter 2 RSBizWare prerequisites The following RSBizWare products are dependent on the FactoryTalk Services Platform: FactoryTalk Historian Classic FactoryTalk Metrics The following RSBizWare products depend on the RSBizWare Platform features: FactoryTalk Historian Classic FactoryTalk Metrics FactoryTalk Historian for Batch FactoryTalk Web Services (FTWS) FactoryTalk Transaction Manager Datapoint Migration Tool The following RSBizWare products are dependent on FactoryTalk Transaction Manager: FactoryTalk Historian Classic FactoryTalk Metrics 20 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

21 Chapter 3 Installing RSBizWare In this chapter you will learn how to perform a clean installation and then configure the RSBizWare software on your computer. The RSBizWare suite consists of the following components: FactoryTalk Historian Classic FactoryTalk Metrics FactoryTalk Transaction Manager The installation can be performed on: Microsoft Windows Server 2012 Microsoft SQL Server 2012 Service Pack 1 You should avoid running the RSBizWare installation from a network DVD image. During the installation, the computer will reboot and the installation may resume before the remote network drives are mounted, which will result in an installation error. If you have an image of the RSBizWare installation DVD on a remote network drive, it is recommended that you first copy the installation directories from the DVD to a temporary location on your computer s hard drive and run the installation from the hard drive. You can delete the temporary copy of the DVD image from the hard drive after the installation is complete. If you encounter problems during RSBizWare installation and you need to call support, make sure that you have access to the log file created during installation. This file is named RSBizWareX_YY_ZZ.log, where X corresponds to the major version number, YY to the minor version number, and ZZ to the Rockwell Automation Publication BZWARE-IN001M-EN-P-June

22 Chapter 3 Installing RSBizWare patch number. It is usually located in the \Documents and Settings\username\Local Settings\Temp folder, where username is the name of the installing user. However, this location can vary depending on the value of the %TEMP% environment variable. This file contains information that can help the support identify the cause of your installation problem. Clean installation: supported installation scenarios To perform a clean installation of RSBizWare and Report Expert, choose either of the following scenarios: All-in-one installation 22 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

23 Installing RSBizWare Chapter 3 Installation on two computers Installation and configuration checklist In order to successfully install and configure your RSBizWare and Report Expert software, follow the steps in the order presented below. Configuring SQL Server Step 1: Install Internet Information Services (IIS) (page 25) Step 2: Install (page 32) or verify the configuration of Microsoft SQL Server 2012 Service Pack 1 (page 39) Setting up your FactoryTalk environment Step 3: Install FactoryTalk Services Platform (page 42) Step 4: Install FactoryTalk Activation (page 44) Step 5: Configure FactoryTalk Activation (page 45) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

24 Chapter 3 Installing RSBizWare Step 6: Install RSLinx Enterprise (page 45) Setting up your RSBizWare SQL Server environment Step 7: Create an RSBizWare SQL Server database (page 46) Step 8: Create an RSBizWare SQL Server database user (page 47) Step 9: Install SQL Server 2012 Native Client (page 51) Step 10: Configure the ODBC data source (page 52) Configuring FactoryTalk Administration Console Step 11: Verify if the local computer is added to the FactoryTalk Administration Console (page 59) Step 12: Configure FactoryTalk groups and users (page 60) Installing RSBizWare Step 13: Install RSBizWare (page 66) Configuring RSBizWare servers Step 14: Register the Security Services Manager (page 68) Step 15: Register the Information Services Manager (page 69) Step 16: Associate Metrics Server Manager with Information Services Manager (page 73) Configuring security for RSBizWare Step 17: Assign activations to RSBizWare servers (page 79) Step 18: Assign client activations to users (page 81) 24 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

25 Installing RSBizWare Chapter 3 Step 19: Assign application privileges to users (page 82) Configuring data collection Step 20: Register FactoryTalk Transaction Manager (page 85) Step 21: Define FactoryTalk Transaction Manager configurations (page 87) Step 22: Register FactoryTalk Transaction Manager configurations (page 91) Installing and configuring Report Expert Step 23: Configure SQL Server Reporting Services (SSRS) (page 95) Step 24: Verify the SSRS configuration (page 98) Step 25: Install and configure Report Expert (page 100) Step 26: Configure the FTMetricsEditors group (page 103) Step 27: Verify the Report Expert installation (page 105) Step 1: Install Internet Information Services (IIS) TIP Internet Information Services (IIS) are required by Report Expert. If you have chosen the installation on two computers, perform the following steps on the Database server computer. To install Internet Information Services (IIS): 1. On the Start screen, click Server Manager. The Server Manager window appears. 2. Under Configure this local server, click Add roles and features. The Add Roles and Features Wizard appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

26 Chapter 3 Installing RSBizWare 3. Click Next. The Select installation type page appears. 4. Click Role-based or feature-based installation. 5. Click Next. The Select destination server page appears. 6. Click Select a server from the server pool. 7. Under Server Pool, select the local server computer (i.e., the computer on which you are performing these steps). 8. Click Next. The Select server roles page appears. 9. Click Web Server (IIS). The Add Roles and Features Wizard dialog box appears. 26 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

27 Installing RSBizWare Chapter Click Add Features. 11. Click Next. The Select features page appears. 12. Select the following features: Feature group Individual features.net Framework 3.5 Features.NET Framework 3.5 (Includes.NET 2.0 and 3.0).NET Framework 4.5 Features.NET Framework 4.5 ASP.NET 4.5 WCF Services HTTP Activation Rockwell Automation Publication BZWARE-IN001M-EN-P-June

28 Chapter 3 Installing RSBizWare The Add Roles and Features Wizard dialog box appears. 13. Click Add Features. 14. Click Next. The Web Server Role (IIS) page appears. 15. Click Next. The Select role services page appears. 28 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

29 Installing RSBizWare Chapter Select the following role services: Role group Web Server Management Tools Services Common HTTP Features Default Document Directory Browsing HTTP Errors Static Content Security Request Filtering Windows Authentication Application Development.NET Extensibility 4.5 ASP.NET 4.5 ISAPI Extensions ISAPI Filters IIS Management Console IIS 6 Management Compatibility IIS 6 Metabase Compatibility If a dialog box appears listing additional features required, click Add Features. 17. Click Next. The Confirm installation selections page appears. 18. Review the list of the features that will be installed. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

30 Chapter 3 Installing RSBizWare 19. Select the Restart the destination server automatically if required option. The Add Roles and Features Wizard dialog box appears. 20. Click Yes to confirm selecting the option. 30 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

31 Installing RSBizWare Chapter Click Install. The features that you have selected are being installed to your server. 22. Once the installation is complete, click Close. 23. Open your web browser, and type The IIS 8.0 logo displayed in the window of the web browser confirms that the installation has been successful. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

32 Chapter 3 Installing RSBizWare Step 2: Install SQL Server 2012 Service Pack 1 TIPS If you have chosen the installation on two computers, perform the following steps on the Database server computer. It is recommended that you create a Windows user account or a Windows Domain user account on the computer on which you are installing SQL Server. You will use this account to install and configure SQL Server. For details, refer to the Microsoft Windows user documentation. If you already have an SQL Server installed, check (page 39) if its configuration meets the configuration requirements of RSBizWare. The FactoryTalk Historian Classic and FactoryTalk Metrics require a single database for permanent storage. Although the applications share the same database, each of them uses unique tables to support its core functions. The database is referred to as the RSBizWare database. It can be either a Microsoft SQL Server database or an Oracle database. If you plan to use Microsoft SQL Server, follow the steps presented in these sections. If you plan to use Oracle, see "Using Oracle with RSBizWare (page 262)". To install SQL Server: 1. Run the SQL Server 2012 Service Pack 1 installation DVD. The SQL Server Installation Center wizard appears. 2. Click Installation, and then click New SQL Server stand-alone installation or add features to an existing installation. 32 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

33 Installing RSBizWare Chapter 3 The Setup Support Rules page appears. 3. Click OK. The Product Key page appears. The product key is already provided on the page. 4. Leave the default settings, and then click Next. The License Terms page appears. 5. Read the license terms, click I accept the license terms, and then click Next. The Product Updates page appears. 6. Leave the default settings, and then click Next. The SQL Server setup files are installed. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

34 Chapter 3 Installing RSBizWare The Setup Support Rules page appears. 7. Click Next. The Setup Role page appears. 8. Click SQL Server Feature Installation, and then click Next. The Feature Selection page appears. 34 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

35 Installing RSBizWare Chapter 3 9. Select the following features: 10. Click Next. The Installation Rules page appears. 11. Click Next. The Instance Configuration page appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

36 Chapter 3 Installing RSBizWare 12. Leave the default settings, and then click Next. The Disk Space Requirements page appears. 13. Click Next. The Server Configuration page appears. 14. On the Service Accounts tab, define accounts for each SQL Server service. 15. Click the Collation tab, and then click Customize. The Customize the SQL Server 2012 Database Engine Collation dialog box appears. 16. Click SQL collation, used for backwards compatibility. 17. In the list, select SQL_Latin1_General_CP1_CI_AS. 36 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

37 Installing RSBizWare Chapter Click OK, and then click Next. The Database Engine Configuration page appears. 19. Select Mixed Mode... as the authentication method. 20. Under Mixed Mode..., type the password for the SQL Server System Administrator account (sa). IMPORTANT Make sure that you do not lose or forget the password for the sa account. You will need to provide this password when you will be configuring the SQL Server Reporting Services (SSRS). 21. Under Specify SQL Server administrators, add at least one user as the SQL Server administrator. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

38 Chapter 3 Installing RSBizWare 22. Click Next. The Reporting Services Configuration appears. 23. Click Next. The Error Reporting page appears. 24. Click Next. The Installation Configuration Rules page appears. 25. Click Next. The Ready to Install page appears. 38 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

39 Installing RSBizWare Chapter Click Install. The Installation Progress page appears. SQL Server 2012 is being installed. 27. Once your SQL server is installed successfully, close the SQL Server Installation Center wizard. Verify the configuration of SQL Server TIPS If you have chosen the installation on two computers, perform the following steps on the Database server computer. If you already have an SQL Server installed, use the following steps to adjust its configuration to the requirements of the RSBizWare suite. To verify the configuration of your SQL Server: 1. On the Start screen, type any part of the name SQL Server Installation Center (64-bit), and then click its shortcut. The SQL Server Installation Center wizard appears. 2. Click Installation, and then click New SQL Server stand-alone installation or add features to an existing installation. The Setup Support Rules page appears. 3. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

40 Chapter 3 Installing RSBizWare The Product Updates page appears. 4. Leave the default settings, and then click Next. The SQL Server setup files are installed. The Setup Support Rules page appears. 5. Click Next. The Installation Type page appears. 6. Click Add features to an existing instance of SQL Server In the list, select the SQL Server 2012 instance that you will use with RSBizWare. 40 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

41 Installing RSBizWare Chapter 3 Click Next. The Feature Selection page appears. 8. Make sure that your SQL Server configuration contains the following features: 9. Do either of the following: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

42 Chapter 3 Installing RSBizWare If your configuration contains all the features listed above, click Cancel, and then quit the SQL Server setup. If your configuration misses any features listed above: 1. Add the features. 2. Continue with step 10 in "Step 2: Install SQL Server 2012 Service Pack 1 (page 32)", and finish the configuration of your SQL Server. Step 3: Install FactoryTalk Services Platform TIP NOTE If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. It is recommended that you read the RSBizWare software release notes before installing the software. The release notes may contain more up-to-date information than was available when this document was published. A shortcut to the release notes is available in the installation wizard on the RSBizWare installation DVD. To install FactoryTalk Services Platform: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. 2. Click FactoryTalk Metrics > Installation > Install FactoryTalk Services Platform. The installation wizard appears. It lists pending programs that need to be installed before the installation of FactoryTalk Services Platform. 3. Click Install. Once the prerequisite programs are installed, the FactoryTalk Services Platform installation wizard appears. 4. Click Next. 42 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

43 Installing RSBizWare Chapter 3 5. On the License Agreement page, click: 6. Click Next. 7. On the Setup Type page, leave the default setting: 8. Click Next. 9. On the Ready to Install the Program page, click Install. The Installing page presenting the installation status appears. Once the installation is complete, the InstallShield Wizard Completed page appears. 10. Click Finish. A message prompting you to restart the computer appears. 11. Click Yes. Once the installation of the FactoryTalk Services Platform is complete, you may configure the FactoryTalk Directory, which is a FactoryTalk Services Platform component. For more information, refer to the FactoryTalk Directory documentation. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

44 Chapter 3 Installing RSBizWare Step 4: Install FactoryTalk Activation TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To install FactoryTalk Activation: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. 2. Click FactoryTalk Metrics > Installation > Install FactoryTalk Activation. The installation wizard appears. 3. Click Next. 4. On the License Agreement page, click: 5. Click Next. 6. On the Ready to Install the Program page, click Install. The Installing page presenting the installation status appears. Once the installation is complete, the InstallShield Wizard Completed page appears. 7. Click Finish. A message prompting you to restart the computer appears. 8. Click Yes. 44 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

45 Installing RSBizWare Chapter 3 Step 5: Configure FactoryTalk Activation TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. You need to activate your RSBizWare suite so that you can use its features. You activate RSBizWare by obtaining license activation file(s) from the Rockwell Automation licensing website and assigning them to the RSBizWare suite using the FactoryTalk Activation Manager. To configure FactoryTalk Activation: 1. On the Start screen, type any part of the name FactoryTalk Activation Manager, and then click its shortcut. The FactoryTalk Activation Manager window appears. 2. Follow the instructions displayed in the window to configure your activations. TIP Click Help for more information, or refer to the instructions from the Activate Rockwell Software Products leaflet, available with your product installation package. See also Software activation options (page 222) Step 6: Install RSLinx Enterprise TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To install RSLinx Enterprise: 1. Open the RSBizWare installation DVD. 2. Go to Common > RSLE. 3. Double-click setup.exe. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

46 Chapter 3 Installing RSBizWare The RSLinx Enterprise installation wizard appears. 4. Click Next. 5. On the License Agreement page, click: 6. Click Next. 7. On the Setup Type page, leave the default setting: 8. Click Next. 9. On the Ready to Install the Program page, click Install. The Installing... page presenting the installation status appears. Once the installation is complete, the InstallShield Wizard Completed page appears. 10. Click Finish. Step 7: Create an RSBizWare SQL Server database TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. FactoryTalk Historian Classic, FactoryTalk Metrics, and Report Expert require a single SQL server database to operate, since they share common tables in the database. NOTE Perform the following steps using a database user that has privileges to create databases. 46 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

47 Installing RSBizWare Chapter 3 To create an SQL server database for the RSBizWare software: 1. On the Start screen, click SQL Server Management Studio. The Microsoft SQL Server Management Studio window and the Connect to Server dialog box appear. 2. Select the computer that hosts SQL Server. 3. Type the login and password, and then click Connect. 4. In the Object Explorer, right-click Databases and select New Database. The New Database dialog box appears. 5. In the Database name text box, type a name for the database, for example RSBizWare. 6. Click OK. The new database is saved and listed under Databases in the Object Explorer. See also Database tips (page 261) Step 8: Create an RSBizWare SQL Server database user TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. In this step you will create a user for your RSBizWare SQL database. The user will take up the role of the database owner. In SQL Server, a database user is called a login. NOTE Perform the following steps using a database user that has privileges to create database users. To create the RSBizWare database user: 1. On the Start screen, click SQL Server Management Studio. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

48 Chapter 3 Installing RSBizWare The Microsoft SQL Server Management Studio window and the Connect to Server dialog box appear. 2. Select the computer that hosts SQL Server. 3. Type the login and password, and then click Connect. 4. In the Object Explorer, expand the Security folder. 5. Right-click Logins, and then click New Login. The Login - New dialog box appears. 6. In the Login name box, type a name for the database user. In this example we will use RSBizWareUser. 7. Click SQL Server authentication. 8. In the Password box, create a password for the database user. 9. In the Confirm password box, retype the password that you have created. 10. Clear the Enforce password expiration check box. 11. In the Default database list, select the name of your RSBizWare database that you created (page 46). 48 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

49 Installing RSBizWare Chapter In the left pane of the Login - New dialog box, under Select a page, click User Mapping. 13. Under Users mapped to this login, in the Map column, check the box next to the name of your RSBizWare database. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

50 Chapter 3 Installing RSBizWare 14. In the Default Schema column, in the row of your RSBizWare database, type the name of your database user. 15. Under Database role membership for <DatabaseName>, select the db_owner check box. 16. Click OK. 50 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

51 Installing RSBizWare Chapter 3 Step 9: Install SQL Server 2012 Native Client TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. Otherwise, go to "Step 10: Configure the ODBC data source (page 52)". It is necessary that you install the Microsoft SQL Server 2012 Native Client on the target RSBizWare server computer so that you can use it in the ODBC data source configuration to establish connection with your RSBizWare SQL Server database. To install the SQL Server 2012 Native Client: 1. Open the Microsoft SQL Server 2012 Feature Pack page ( =29065). 2. Expand Install Instructions. 3. Scroll down to Microsoft SQL Server 2012 Native Client. 4. Click X64 Package. 5. Download the file. 6. Double-click sqlncli.msi. The Microsoft SQL Server Native Client Setup wizard appears. 7. Click Next. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

52 Chapter 3 Installing RSBizWare 8. On the License Agreement page, click: 9. Click Next. 10. On the Feature Selection page, leave the default settings, and then click Next. 11. On the Ready to Install the Program, click Install. 12. Once the installation is complete, click Finish. Step 10: Configure the ODBC data source TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer and the Database server computer. Before you install Report Expert on your server computer or configure any of the RSBizWare services, you need to correctly configure the Data Source Name (DSN) for Open Database Connectivity (ODBC). RSBizWare servers access databases using the ODBC functionality. You need to create named connections to the RSBizWare database and any other databases that you want the RSBizWare applications to use. Since both FactoryTalk Metrics and Report Expert are 32-bit applications, you need to configure the DSN with the ODBC Data Source Administrator for 32-bit applications. 52 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

53 Installing RSBizWare Chapter 3 To configure the data source name (DSN) for ODBC: 1. On the Start screen, click Server Manager. The Server Manager window appears. 2. On the Tools menu, click ODBC Data Source (32-bit). The ODBC Data Source Administrator (32-bit) dialog box appears. 3. Click the System DSN tab, and then click Add. The Create New Data Source dialog box appears. 4. In the driver lists, select either of the following, depending on the type of the driver for which you want to set up the data source: SQL Server SQL Server Native Client 11.0 We recommend that you use the native client driver. TIP If you select the SQL Server driver, some of the wizard pages may look different than those included in this procedure. However, the steps are identical for both drivers. 5. Click Finish. The Create a New Data Source to SQL Server dialog box appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June