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

54 Chapter 3 Installing RSBizWare 6. In the Name box, type the name of the data source. In this example we will use ODBC RSB. 7. (Optional) In the Description box, type the description of the data source. 8. In the Server list, do either of the following: If your RSBizWare SQL Server database is on the computer on which you are performing these steps, select (local). If your RSBizWare SQL Server database is on the database server computer, select the name of this computer. TIP 9. Click Next. See "Create an RSBizWare SQL Server database (page 46)" for details. 10. Specify how SQL Server should verify login IDs: 1. Select the With SQL Server authentication... option. 2. In the Login ID and Password text boxes, type the name and password of the RSBizWare database owner that you created (page 47). 11. Click Next. 12. Click Change the default database to, and then select the database that you created (page 46). 54 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

55 Installing RSBizWare Chapter Click Next. 14. Leave the default settings or modify them according to your needs. 15. Click Finish. The ODBC Microsoft SQL Server Setup dialog box appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

56 Chapter 3 Installing RSBizWare 16. Verify the new ODBC data source configuration, and then click Test Data Source. 56 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

57 Installing RSBizWare Chapter 3 A message box with the test results appears. TIP If the test does not complete successfully, make sure that you have selected the correct authentication mode for your SQL Server (page 57), and then run the test again. Repair the connection to SQL Server TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. The RSBizWare configuration requires the mixed mode as the authentication method for the SQL server. Follow the steps below to verify and/or correct the authentication method you have selected for your SQL server. To check and/or correct the authentication method for the SQL server: 1. On the Start screen, click SQL Server Management Studio. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

58 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, right-click the server name, and then select Properties. The Server Properties dialog box appears. 5. Under Select a page, click Security. 6. Under Server authentication, check the selected server authentication mode. If the Windows authentication mode is selected, change it to SQL Server and Windows Authentication mode. 7. Click OK. The following message appears: 8. Click OK. 9. In the Object Explorer, right-click the server name, and then select Restart. The following message appears: 58 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

59 Installing RSBizWare Chapter Click Yes. The server authentication mode will be updated. Step 11: Verify if the local computer is added to the FactoryTalk Administration Console TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. By default, the computer on which you have installed FactoryTalk Services Platform is automatically added to the FactoryTalk Administration Console, which is a part of FactoryTalk Services Platform. The computer should be listed in the Explorer, under System > Computers and Groups > Computers. If it is not listed there, you should add it manually. To add your local computer to the FactoryTalk Administration Console: 1. In the FactoryTalk Administration Console, in the Explorer, expand System > Computers and Groups. 2. Right-click Computers, and then click New Computer. The New Computer dialog box appears. 3. In the Computer text box, type the name of the computer, or click to search for it. 4. Click OK. The computer is listed under Computers. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

60 Chapter 3 Installing RSBizWare Step 12: Configure FactoryTalk groups and users In this section you will create FactoryTalk user groups and users. The final infrastructure of groups and users will depend on your specific requirements and may differ from the one presented below. In the following examples, we will add the local Windows Administrator account to FactoryTalk users. Then, we will create another FactoryTalk user and add it to a user group: Configure Windows-linked FactoryTalk users (page 60) Configure FactoryTalk users (page 64) TIP For information on best practices for creating FactoryTalk user groups and users, see the FactoryTalk Security help (FTSecurityEN.chm), section "Best practices". The help file is available in the following location: C:\Program Files (x86)\common Files\Rockwell\Help. See also Managing FactoryTalk user groups and users (page 231) Configure Windows-linked FactoryTalk users TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. In these steps you will add a local Administrator account as a Windows-linked user. The Administrator account is already automatically added to the Windows Administrators group under User Groups. 60 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

61 Installing RSBizWare Chapter 3 To add a local Administrator account as a Windows-linked user: 1. In the FactoryTalk Administration Console, in the Explorer, expand System > Users and Groups. 2. Right-click Users, and then click New > Windows-Linked User. The New Windows-Linked User dialog box appears. 3. Click Add. The Select Users dialog box appears. 4. Click Advanced. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

62 Chapter 3 Installing RSBizWare The Select Users dialog box appears. 5. Click Find Now. 6. Under Search results, users from the selected location are listed. 62 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

63 Installing RSBizWare Chapter 3 7. Select a user, and then click OK. The Windows user that you have chosen appears under Enter the object names to select. 8. Click OK. The Windows user appears in the New Windows-Linked User dialog box. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

64 Chapter 3 Installing RSBizWare 9. Click OK. The newly added Windows-linked user appears under the Users folder in the Explorer. TIP For more information on users and user groups in the FactoryTalk Administration Console, refer to the FactoryTalk help. To open the help file, on the Help menu click Contents. Configure FactoryTalk users TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To create FactoryTalk users: 1. On the Start screen, click FactoryTalk Administration Console. The FactoryTalk Administration Console window appears. 2. In the Select FactoryTalk Directory dialog box, click Network, and then click OK. TIP If you have not already logged on to the FactoryTalk Directory, you will be prompted to type your user name and password. 3. In the Explorer tree, expand Network > System > Users and Groups. 4. Right-click Users, and then click New > User. 64 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

65 Installing RSBizWare Chapter 3 The New User dialog box appears. 5. In the User name box, type a name of the user. In this example we will use RSBizWareUser. 6. In the Password box, type a password for the user. 7. In the Confirm box, retype the password. 8. Click the Group Membership tab, and then click Add. The Select User Group dialog box appears. 9. Click Administrators. 10. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

66 Chapter 3 Installing RSBizWare In the New User dialog box, the Administrators group is listed under Member of. 11. Click OK. The newly created user appears under the Users folder in the Explorer. The user belongs to the FactoryTalk Administrators group. TIP For more information on configuring the FactoryTalk Administration Console, refer to the FactoryTalk help. To open the help file, on the Help menu click Contents. Step 13: Install RSBizWare TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To install RSBizWare: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. 2. Click FactoryTalk Metrics > Installation > Install RSBizWare. The installation wizard appears. 3. Click Next. 66 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

67 Installing RSBizWare Chapter 3 4. On the License Agreement page, click: 5. Click Next. 6. On the Customer Information page, type the following information: 7. Click Next. 8. On the Setup Type page, click: 9. Click Next. 10. 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. 11. Click Finish. A message prompting you to restart the computer appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

68 Chapter 3 Installing RSBizWare 12. Click Yes. Step 14: Register the Security Services Manager TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. The Security Services Manager is a Windows service that is responsible for the following: Starting and stopping the RSBizWare server services. Administering licenses for all RSBizWare servers that are registered with the Security Services Manager. The Security Services Manager lets you manage the servers and license activations from a single location. To register the Security Services Manager: 1. On the Start screen, type any part of the name Service Console, and then click its shortcut. TIP By default, the Service Console is located in the following directory: C:\Program Files (x86)\rockwell Software\RSBizWare\RSBizwareMgr.msc The Service Console window appears. The following message appears: 2. Click Yes. The Service Console Registration dialog box appears. 68 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

69 Installing RSBizWare Chapter 3 3. In the Hostname or IP address box, type the name or IP address of the local computer. Alternatively, click 4. Click OK., and then search for the computer. You have logged on to the Security Services Manager. The explorer tree in the Service Console is populated with Security Services Manager items. NOTE Logging on to the Security Services Manager will activate the FactoryTalk single sign-on user functionality. For more information about the FactoryTalk single sign-on, refer to the FactoryTalk Security online help. The file is available in the following locations: On a 32-bit operating system: C:\Program Files\Common Files\Rockwell\Help\FTSecurityEN.chm. On a 64-bit operating system: C:\Program Files (x86)\common Files\Rockwell\Help\FTSecurityEN.chm. Step 15: Register the Information Services Manager TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. The server administration functions of the Security Services Manager enable you to control Information Services Manager and Metrics Server Manager Servers. Server administration functions include service configuration and service startup and shutdown. To perform the server administration tasks, you must have the Windows System Administrator privilege, and your user account must be a member of the local administrator user group. To register the Information Services Manager: 1. In the Service Console, under Security Services Manager, right-click Servers, and then click Register Server. The Service Console Registration dialog box appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

70 Chapter 3 Installing RSBizWare 2. In the Server Type list, click Information Services Manager. The Hostname or IP address box contains the name or the IP address of the local computer. 3. Click OK. 4. The Information Services Manager server appears under the Security Services Manager with the following icon:. 5. Click Information Services Manager. 6. In the Data Sources list, select the name of the ODBC data source that you created in "Step 10: Configure the ODBC data source (page 52)". 7. In the Database User ID box, type the name of the RSBizWare database user that you created in "Step 8: Create an RSBizWare SQL Server database user (page 47)". 8. In the Database Password box, type the password of your RSBizWare database user. 9. Click Test Connection. A message confirming a successful connection appears. 10. Click OK. 11. Click Advanced. 12. Configure the following settings for QuickWeb reporting used in FactoryTalk Metrics and FactoryTalk Historian Classic: Item Max Records to Return Description Type the maximum number of records that the server should return for any single non-time-series query against the database. This can be a useful way to limit network traffic and control queries that are returning more than a useful amount of data. The default value is Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

71 Installing RSBizWare Chapter 3 Item Connection Pool Session Connection Timeout Host Alias Report Schedule Manager Host Host Originating Address Printer User Printer Password Report User Report Password Description Type the number of database connections that the server should keep open. Each time a client makes a request for data from the database, a connection is assigned to the client from this pool. A small number of connections in the pool with a large number of connected users will create delays while users wait for an available connection. The default value is 5. Specify, in minutes, how long the server should maintain global credentials for users. After the session connection expires, the user will be required to log on before viewing report objects that have been set to use the global credentials. The default value is 30 minutes. Type the alias (registered name) that the Information Services Manager will use to refer to itself when connecting to the Security Services Manager and handling report requests across the internet. Use this option if the registered name of the computer is different than its host name. Type the name of the computer where the Report Schedule Manager is running. Type the host that will be used to distribute scheduled report results. Type the address that will be used to distribute scheduled report results. Type the user name that will be used to connect to the printer to print scheduled reports. Type the password of the printer user. Type the report user name that will be used to connect to the Configuration Console to run the scheduled reports. If you are using scheduled reports, you must type a user with sufficient privileges to run all of the scheduled reports. Type the password of the report user. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

72 Chapter 3 Installing RSBizWare Item HTTP Port HTML Root 13. Click Apply. Description The following message appears: Type the port number on which the server will listen for requests from Configuration Consoles. The Configuration Console uses HTTP in addition to raw TCP/IP to communicate to the Information Services Manager. The default HTTP port is Note: Oracle uses port If you are using this version of Oracle, you must set the HTTP port to a value other than Type the name of the folder in which the server will store reports that have been saved in the Configuration Console. You will need to change the HTML Root directory setting if you have installed the server to a non-default location. 14. Click Yes. The following message appears: 72 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

73 Installing RSBizWare Chapter Click OK. Once the server is restarted, the Information Services Manager server appears under the Security Services Manager with the following icon:. Step 16: Associate Metrics Server Manager with Information Services Manager TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To associate the Metrics Server Manager with the Information Services Manager: 1. In the Service Console, under Security Services Manager, expand Servers. 2. Right-click Information Services Manager, and then click Associate Metrics Server Manager. The Service Console Registration dialog box appears. The Hostname or IP address box contains the name or the IP address of the local computer. 3. Click OK. The newly created Metrics Server Manager appears under Information Services Manager with the following icon:. 4. Click Metrics Server Manager. 5. In the Data Sources list, select the name of the ODBC data source that you created in "Step 10: Configure the ODBC data source (page 52)". 6. In the Database User ID box, type the name of the RSBizWare database user that you created in "Step 8: Create an RSBizWare SQL Server database user (page 47)". 7. In the Database Password box, type the password of your RSBizWare database user. 8. Click Test Connection. A message confirming a successful connection appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

74 Chapter 3 Installing RSBizWare 9. Click OK. 10. (Optional) Click Advanced. Review the following for additional information. For this item: Max Records to Return Connection Pool Session Connection Timeout Host Alias Report Schedule Manager Host Host Originating Address Printer User Printer Password Type: The maximum number of records that the server should return for any single non-time-series query against the database. This is a useful way to control queries that are returning a large amount of data. The number of database connections that the server should keep open. Each time a client makes a request for data from the database, the client is assigned a connection from this pool. The amount of time during which the server should maintain global credentials for users. After a user s session connection expires, the user will be required to log on before viewing report objects that have been set to use the global credentials. (Optional) The alias (registered name) that the Information Services Manager will use to refer to itself when connecting to the Security Services Manager and handling report requests across the Internet. The setting applies to a situation, when the registered name of the computer is different from the host name of the computer. The name of the computer on which the Report Schedule Manager is running. The name of the SMTP server that will be used to distribute scheduled reports. The originating address that will be used to distribute scheduled reports. The user name that will be used to connect to the printer to print scheduled reports. The password of the printer user. 74 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

75 Installing RSBizWare Chapter 3 For this item: Report User Report Password HTTP Port HTML Root 11. Click Apply. Type: The following message appears: The report user name that will be used to connect to the Configuration Console to run the scheduled reports. If you are using scheduled reports, provide a user with sufficient privileges to run all of the scheduled reports. The password of the report user. The port number on which the server will listen for requests from the Configuration Console. The default HTTP port is The Configuration Console uses HTTP in addition to raw TCP/IP to communicate with the Information Services Manager. Note: Oracle uses port If you are using this version of Oracle, you must set the HTTP port to something other than The name of the folder in which the server will store RSBizWare reports that have been saved in the Configuration Console. You should only need to change the HTML Root directory setting if you installed the server to a non-default location. During this process, the configuration that you have just defined is applied. 12. Click Yes. The Metrics Server Manager appears under the Information Services Manager with the following icon:. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

76 Chapter 3 Installing RSBizWare If you want to use the User-Defined Summarization Fields (Flex-Fields) in you configuration, configure them in the Metrics Server Manager (page 76). Configure user-defined summarization fields (flex-fields) A summarization criterion is a FactoryTalk Metrics Performance Parameter field for which you can collect activity area data. There are the following default summarization criteria: Shift Part Id Ideal Cycle Time When the value of the field changes, it triggers the summarization of historical performance data for the activity area in the FactoryTalk Metrics Workcell History report data source. The collected values can then be used to filter OEE performance data for the activity area. For example, if your system is configured to collect Part Id for an activity area, you will be able to calculate the OEE performance for the activity area when it is producing a particular kind of part. Apart from the default summarization criteria, you can configure up to 5 user-defined summarization criteria, or flex-fields, to represent the fields that are most important to your organization. Sample uses of user-defined summarization criteria include: An Operator ID criterion that will allow you to collect operator IDs and to report on the OEE value for a specific operator. A Lot Number criterion that will allow you to collect lot numbers and report on the OEE value for a specific lot of products. A Test Run State criterion that will allow you to report on the OEE value for parts that were produced when the activity area was in a production state only. 76 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

77 Installing RSBizWare Chapter 3 By default, the user-defined summarization fields are disabled. To enable and configure user-defined summarization fields: 1. In the Service Console, expand Metrics Server Manager, and then click FactoryTalk Metrics Flex- Fields. In the right pane of the window, a list of 5 user-defined summarization fields appears. 2. Select the field that you want to configure, and then click Edit. The Configure Summarization Criteria dialog box appears. 3. Select the Enable This Summarization Criteria check box. 4. In the Name box, replace the default name with a descriptive one that is meaningful to your organization. In this example we will use Test Run State. 5. Select the Configuration of this Summarization Criteria is required for each Activity Area check box, if you want the data collection for this field to be mandatory. 6. Under Summarization Criteria Data Type, choose the type of data that will be collected for this field: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

78 Chapter 3 Installing RSBizWare String Value Select this option, if you intend FactoryTalk Metrics to communicate with your ControlLogix controller. The FactoryTalk Metrics Configuration Tool, which uses the FactoryTalk Metrics user-defined data type (UDT) to establish the communication with ControlLogix controllers, uses only the string values in the UDT to define flex-fields. For more information on FactoryTalk Metrics Configuration Tool and the FactoryTalk Metrics user-defined data type, refer to the FactoryTalk Metrics User Guide, section "Automated Configuration". Numeric Value Boolean State Value If you select this option, you will also need to type True and False display values. In this example, we will select the Boolean State Value option, Test for the Display Value for True option, and Production for the Display Value for False option. 7. Click OK. Your summarization field appears in the list as Enabled. It is now available for the Performance Parameters configuration. 78 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

79 Installing RSBizWare Chapter 3 Step 17: Assign activations to RSBizWare servers TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To assign activations to the RSBizWare servers: 1. Under Security Services Manager, expand Administration. 2. Click Activations. In the right pane of the window, activation details are provided. The table provides the following information: Item Total Available Description The total number of activations installed on the computer where the selected Security Services Manager is running. The Security Services Manager checks all RSBizWare activations out of the FactoryTalk Activation. The number of unassigned activations on the computer where the selected Security Services Manager is running. Unassigned activations will not be returned to the FactoryTalk Activation. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

80 Chapter 3 Installing RSBizWare Item Description Assigned The number of activations that have been assigned to the selected RSBizWare server. Only assigned activations will be detected by the product running on the selected server. In the table, you may see the following types of activations: Activation type Description Metrics Server A FactoryTalk Metrics server license for the specified Manager XX number of work cells. Workcells You can assign more than one license. If you do, the number of work cells will be summed. FactoryTalk Historian A FactoryTalk Historian Classic server license for the XXX Tag specified number of tags. You can assign more than one license. If you do, the number of tags will be summed. FactoryTalk Metrics A single-user Authoring license that is assigned to a specific Author user. With this license, you can configure a FactoryTalk Metrics system using the Configuration Console. FactoryTalk Historian A single-user Authoring license that is assigned to a specific Author user. With this license, you can configure a FactoryTalk Historian Classic system using the Configuration Console. RSBizWare Single A license that allows a single user to access reports from User Runtime FactoryTalk Historian Classic or FactoryTalk Metrics (using Activation either Report Expert or QuickWeb.) You can assign more than one license. If you do, the number of users will be summed. RSBizWare Unlimited A license that allows an unlimited number of users to access User Runtime reports from FactoryTalk Historian Classic or FactoryTalk Activation Metrics (using either Report Expert or QuickWeb.). You can assign only one license of this type. 3. In the Assign Activations to list, select the RSBizWare server to which you want to assign activations. 4. Under Activation, click the activation that you want to assign to the server. 5. Click Assign an Activation. 80 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

81 Installing RSBizWare Chapter 3 The activation is assigned to the server. The number of Available activations is reduced by 1, and the number of Assigned activations is increased by 1. See also Software activation options (page 222) Step 18: Assign client activations to users TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To assign client activations to users: 1. In the Service Console, expand Security Services Manager > Administration. 2. Click Users and Groups. 3. In the right pane of the window, under Users, click Refresh. 4. Click the user name for which you want to assign application privileges. 5. Click Edit User Properties. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

82 Chapter 3 Installing RSBizWare The Security Control dialog box appears. 6. Click the License & Activation tab. 7. In the Server Type list, select the type of the server for which you want to assign privileges. 8. Under Place a check..., select the check box to the left of the activation that you want to assign to the user. 9. Click OK. Step 19: Assign application privileges to users TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. A privilege is a distinct function of FactoryTalk Metrics and FactoryTalk Historian Classic applications that is assigned to security groups or individual users. Individual users can have privileges assigned to them, and they can inherit privileges from the security groups to which they belong. For example, if a group has been granted privileges for the Configuration Console "Create New Report Objects" feature, the users assigned to that group are able to create new report objects in the Configuration Console. Application privileges apply to the use of the Configuration Console and reporting using QuickWeb only. They do not apply to Report Expert. 82 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

83 Installing RSBizWare Chapter 3 You can manage the privileges and permissions that a user has either by assigning privileges and permissions directly to the user or by assigning privileges and permissions to a user group, and then placing the user in one or more user groups. A user belonging to a group will inherit the privileges and permissions that have been assigned to the group. Since users can belong to multiple groups, groups can be broken down into logical areas of application functionality. For information on privileges available with individual client activations, see "FactoryTalk Historian and FactoryTalk Metrics privileges (page 84)". To assign application privileges to users: 1. In the Service Console, expand Security Services Manager > Administration. 2. Click Users and Groups. 3. In the right pane of the window, under Users, click the user name for which you want to assign application privileges. 4. Click Edit User Properties. The Security Control dialog box appears. 5. In the Privileges tab, in the Server Type list, select the type of the server for which you want to assign privileges. 6. In the Server list, select a server of the specified server type. 7. Under Place a check..., select the check box to the left of the privilege that you want to assign to the user. If the user has inherited privileges from a group, the privileges are indicated with the group icon:. 8. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

84 Chapter 3 Installing RSBizWare TIP While it is perfectly acceptable to assign privileges on a user-by-user basis, the process will become very tedious when you have a large number of users in the system. For this reason, you may want to assign privileges at a group level. See also Assigning application privileges to groups (page 237) FactoryTalk Historian and FactoryTalk Metrics privileges The following FactoryTalk Historian Classic and FactoryTalk Metrics (Configuration Console) privileges are available, depending on the assigned Author activation type. Privilege Description Type of Author activation required Create New Reports Allows the selected user or group to create reports for personal use. A report that has been created under this privilege can be viewed and edited by the user who created the report. FactoryTalk Metrics or FactoryTalk Historian Author Create Public Reports Create New Report Objects Create Public Report Objects Create New Filters Create Public Filters Create New Report Data Sources Allows the selected user or group to create reports for public use. The creator of the report can grant view and edit privileges for the report to other users and groups. Allows the selected user or group to create report objects for personal use. A report object that has been created under this privilege can be viewed and edited by the user who created the report object. Allows the selected user or group to create report objects for public use. The creator of the report object can grant view and edit privileges for the report object to other users and groups. Allows the selected user or group to create filters for personal use. A filter that has been created under this privilege can be viewed and edited by the user who created the filter. Allows the selected user or group to create filters for public use. The creator of the filter can grant view and edit privileges for the filter to other users and groups. Allows the selected user or group to create report data sources. A report data source that has been created under this privilege can be viewed and edited by the user who created the report data source. FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author 84 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

85 Installing RSBizWare Chapter 3 Privilege Description Type of Author activation required Save Report Object Contents to File Organize Plant Model Manage Reporting Tags View Time-Series Comment Add Time-Series Comment Edit/Delete Time-Series Comment Manage Performance Parameters Manage FactoryTalk Metrics Manual Data Collection Manage Time Pattern Allows the selected user or group to save the data from a text report object to a comma separated values (.csv) or html (.htm) file. Allows the selected user or group to create and modify activity areas in the plant model. Allows the selected user or group to use the Time-Series Reporting Tags dialog box to create, modify, and configure reporting tags. (FactoryTalk Historian Classic users only) Allows the selected user or group to view the Value, X-Axis, and Y-Axis comments that have been associated with time-series data. (FactoryTalk Historian Classic users only) Allows the selected user or group to associate Value, X-Axis, and Y-Axis comments with time-series data. (FactoryTalk Historian Classic users only) Allows the selected user or group to modify and delete Value, X-Axis, and Y-Axis comments that have been associated with time-series data. Allows the selected user or group to use the FactoryTalk Metrics Performance Parameters dialog box to specify the parameters that will be used in the calculation of OEE for an activity area. Allows the selected user or group to modify and delete FactoryTalk Metrics work cell data. Allows the selected user or group to create and modify time patterns, configure composites, and schedule exceptions. FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics Author FactoryTalk Historian Author None None None FactoryTalk Metrics Author FactoryTalk Metrics Author FactoryTalk Metrics Author Step 20: Register FactoryTalk Transaction Manager TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. The Information Services Manager and Metrics Server Manager use FactoryTalk Transaction Manager to collect data from the control system and log it into the RSBizWare database. The FactoryTalk Transaction Manager Configuration administration functions of the Security Services Manager allow you Rockwell Automation Publication BZWARE-IN001M-EN-P-June

86 Chapter 3 Installing RSBizWare to control the FactoryTalk Transaction Manager configurations that will be used to collect data. In order to use FactoryTalk Transaction Manager configurations in the RSBizWare system on your computer or another computer in the network, register the computer as a FactoryTalk Transaction Manager configuration server. To register a FactoryTalk Transaction Manager configuration server: 1. In the Service Console, expand Security Services Manager. 2. Right-click FactoryTalk Transaction Manager Configurations, and then click Register Server. The Service Console Registration dialog box appears. 3. In the Hostname or IP address box, type the name or the IP address of the server on which FactoryTalk Transaction Manager is installed. 4. Click OK. TIP If the FactoryTalk Transaction Manager server contains any existing FactoryTalk Transaction Manager configurations, you will be prompted to select the configurations that you want to manage from the Service Console. The FactoryTalk Transaction Manager configurations that you select will be added under FactoryTalk Transaction Manager Configurations. 86 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

87 Installing RSBizWare Chapter 3 The FactoryTalk Transaction Manager server appears under FactoryTalk Transaction Manager Configurations with the following icon:. See also Configuring data collection (page 243) Step 21: Define FactoryTalk Transaction Manager configurations TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. FactoryTalk Transaction Manager configurations connect any control system from which data will be collected to the predefined data model used by the RSBizWare database to store production data. The configurations consist of transactions and the connectors, data points, and data objects required to implement the transactions. A transaction is a single exchange of data between the industrial control system - typically a network of programmable logic controllers (PLCs) - and a database. An example of a transaction is a temperature value that is collected from a data point on a programmable logic controller and logged to a database table. A data point is a specific data location or register in the control system that is made available to FactoryTalk Transaction Manager transactions. After it is defined, a data point can be used by any FactoryTalk Transaction Manager transaction. When you create a FactoryTalk Transaction Manager configuration, you are identifying the FactoryTalk Transaction Manager services Rockwell Automation Publication BZWARE-IN001M-EN-P-June

88 Chapter 3 Installing RSBizWare that you want to use and the computer on which those services will run. To define FactoryTalk Transaction Manager configurations: 1. In the Service Console, right-click your FactoryTalk Transaction Manager under FactoryTalk Transaction Manager Configurations, and then click Add Configuration. The Add FactoryTalk Transaction Manager Configuration dialog box appears. 2. In the Name box, type a name for your configuration. 3. Next to the File Location box, click. The Open dialog box appears. 4. Navigate to the location in which you will store the configuration file, and then click Open. The path to and the name of the configuration file appears in the File Location box. 88 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

89 Installing RSBizWare Chapter 3 By default, the file name is the same as the configuration name. 5. In the Run As User box, type the name of the Windows system account that will be used by FactoryTalk Transaction Manager. The account must have administrative privileges in the operating system. 6. In the Run As Password box, type the password of the Windows system account. 7. Select control and enterprise connectors for the configuration: Under Control Connectors, select the types of control connectors for the configuration. Under Enterprise Connectors, select the types of enterprise connectors for the configuration. The type and number of the connectors depend on the application that you intend to configure: This configuration type: FactoryTalk Metrics FactoryTalk Historian Classic Requires these components: One control connector, for example FactoryTalk LiveData. One PlantMetrics enterprise connector. One or more other enterprise connector. One or more control connectors. One or more of the following enterprise connectors: ODBC Oracle OCI Microsoft OLE DB Time-series Data Compression. In this tutorial, you will define a FactoryTalk Metrics configuration. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

90 Chapter 3 Installing RSBizWare 8. Click OK. 9. The Add FactoryTalk Transaction Manager Connector dialog box appears for each connector that you have selected in your FactoryTalk Transaction Manager configuration. 10. Change the default settings, if necessary. NOTE 11. Click Done. If you provide other Windows system account for the connector than the one that you have set for your configuration, make sure that the account has administrative privileges in the operating system. Your configuration along with the connectors that you have selected for it appears in the tree under FactoryTalk Transaction Manager. 90 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

91 Installing RSBizWare Chapter 3 See also Configuring data collection (page 243) Step 22: Register FactoryTalk Transaction Manager configurations TIP If you have chosen the installation on two computers, perform the following steps on the RSBizWare server computer. To register FactoryTalk Transaction Manager configurations: 1. In the Service Console, expand Information Services Manager. 2. Right-click Data Collection, and then click Register FactoryTalk Transaction Manager Configuration. The FactoryTalk Transaction Manager Registration Wizard appears. 3. Click Next. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

92 Chapter 3 Installing RSBizWare The Local or Remote page appears. 4. Select either of the following: Search for FactoryTalk Transaction Manager Configurations on this computer. Search for FactoryTalk Transaction Manager Configurations on another computer. If you have selected this option, point to the computer which you want to search for the configurations: 1. Next to the Computer box, click. The Browse for Computer dialog box appears. 2. Navigate to and click the name of the computer. 3. Click OK. 5. Click Next. The name of the selected computer appears in the Computer box. The Select FactoryTalk Transaction Manager Configuration page appears. 6. Under Select an available FactoryTalk Transaction Manager Configuration, click the configuration that you want to use. 92 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

93 Installing RSBizWare Chapter 3 NOTE You can register only one FactoryTalk Transaction Manager configuration at a time. 7. Under Choose which RSBizWare application(s)..., click FT Metrics. 8. Click Next. The Completing the Wizard page appears. 9. Review the choices you have made during the registration of your FactoryTalk Transaction Manager configurations. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

94 Chapter 3 Installing RSBizWare 10. Click Finish. Your configuration appears in the tree under Data Collection. Now you can use your configuration to create transactions in the Configuration Console. At this point, there are no FactoryTalk Transaction Manager transactions in the configuration. FactoryTalk Transaction Manager transactions are created when users define time-series data collection (FactoryTalk Historian Classic) or performance parameters (FactoryTalk Metrics). 94 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

95 Installing RSBizWare Chapter 3 For information on defining time-series data collection, refer to the FactoryTalk Historian Classic User Guide. For information on defining performance parameters, refer to the FactoryTalk Metrics User Guide. See also Configuring data collection (page 243) Step 23: Configure SQL Server Reporting Services (SSRS) TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. To configure SQL Server Reporting Services: 1. On the Start screen, type any part of the name Reporting Services Configuration Manager, and then click its shortcut. 2. The Reporting Services Configuration Manager window and the Reporting Services Configuration Connection dialog box appear. 3. Make sure that the Server Name and the Report Server Instance boxes points to the local computer and the locally configured report server instance. 4. Click Connect. 5. In the left pane of the window, click Service Account. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

96 Chapter 3 Installing RSBizWare 6. In the right pane of the window, make sure the Use built-in account option is selected, and that it points to ReportServer. 7. In the left pane of the window, click Database. 8. In the right pane of the window, under Current Report Server Database, make sure that SQL Server Name points to the local computer, and Database Name points to ReportServer. 9. Under Current Report Server Database Credential, click Change Credentials. The Report Server Database Configuration Wizard dialog box appears. 10. In the Authentication Type list, select SQL Server Account. 11. In the Username box, type sa (SQL Server System Administrator account). 12. In the Password box, type the password for the sa account. You set this password when you were installing the SQL Server. 96 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

97 Installing RSBizWare Chapter Click Test Connection. If the test is successful, the following message appears: 14. Click OK, and then click Next. 15. On the Credentials page, leave the default settings. 16. Click Next. 17. On the Summary page, review the database details. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

98 Chapter 3 Installing RSBizWare 18. Click Next. 19. Wait until the database is configured, and then click Finish. Step 24: Verify the SSRS configuration TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. To verify the configuration of SQL Server Reporting Services (SSRS): 1. On the Start screen, type any part of the name SQL Server Management Studio, and then click its shortcut. 2. The SQL Server Management Studio window and the Connect to Server dialog box appear. 3. In the Connect to Server dialog box, click Connect. 4. In the Object Explorer, click Connect > Reporting Services. The Connect to Server dialog box appears. 5. Make sure that the Server type box reads Reporting Services. 98 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

99 Installing RSBizWare Chapter 3 6. Click Connect. The Report Server appears in the Object Explorer. 7. Exit the SQL Server Management Studio. 8. On the Start screen, type any part of the name Reporting Services Configuration Manager, and then click its shortcut. The Reporting Services Configuration Manager window and the Reporting Services Configuration Connection dialog box appear. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

100 Chapter 3 Installing RSBizWare 9. In the Reporting Services Configuration Connection dialog box, click Connect. 10. In the left pane of the window, click Report Manager URL. 11. In the right pane of the window, click the link in the URLs box. The home page of the SQL Server Reporting Services appears in a web browser window. Step 25: Install and configure Report Expert TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. When you install Report Expert, the installation automatically creates a Reporting Services database. The database is referred to as the Report Expert database and it is separate from the RSBizWare database. The Reporting Services is a part of the Microsoft SQL Server suite. To install and configure Report Expert: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. 100 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

101 Installing RSBizWare Chapter 3 2. On the Welcome page, click FactoryTalk Metrics > Installation > Install Report Expert. The installation program checks for installed applications. 3. On the Welcome page, click Next. 4. On the License Agreement page, click: 5. Click Next. 6. On the Customer Information page, type the following: 7. Click Next. 8. On the Setup Type wizard page, select: Complete, if you want to install all the features. Custom, if you want to install specific components. If you choose this option, the Custom Setup page appears. Select the components that you want to install and their locations on the computer. 9. Click Next. The Virtual directory information page appears. It displays the default virtual directory of the Report Expert web site: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

102 Chapter 3 Installing RSBizWare 10. Click Next. 11. On the Database connection information page, provide the following information: Item System DSN Name Username Password Description Select the name of the ODBC data source that you have configured for your RSBizWare SQL Server database. Type the user name of your RSBizWare database. Type the password for the RSBizWare database user. 12. Click Next. 13. On the Ready to Install the Program page, click Install. The Installing... page presenting the installation status appears. 14. On the InstallShield Wizard Completed page, click Finish. The Database Load and Update wizard appears. 15. On the Welcome page, click Next. 16. On the Product and Database Connection page, provide the following information: Item Description ODBC DSN Select the name of the ODBC data source that you have configured for your RSBizWare SQL Server database. User Type the user name of your RSBizWare database. Password Type the password for the RSBizWare database user. 17. Click Connect. The Available Product Modules list is populated with FactoryTalk components. 102 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

103 Installing RSBizWare Chapter Under Available Product Modules, select these options: TIP Select both options so that you have access to FactoryTalk Metrics and Report Expert sample data. 19. Click Finish to load data. 20. Click Close to exit the wizard. Step 26: Configure the FTMetricsEditors group TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. In the initial configuration, Report Expert grants data editing only to those users that are identified as Report Expert Editors and are members of the default local group named FTMetricsEditors. Since the group is not created automatically during the installation of Report Expert, you need to create it manually, or point to a local group that already exists in your system and configure it appropriately. If you create a local group, you can either use the default name of the group - FTMetricsEditors - or choose another. In the steps below we assume that you create a new local group that will contain all Report Expert editors. To create and configure a local group for Report Expert Editors: 1. On the Start screen, type any part of the name Computer Management, and then click its shortcut. 2. The Computer Management window appears. 3. Create a new local group that will contain all of your Report Expert editors. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

104 Chapter 3 Installing RSBizWare The default name for the group in the Report Expert configuration is host\ftmetricseditors. You can use this name or choose another. 4. Add the Windows domain user name of each editor to the newly created group. If you intend to use a local group that already exists in the system, or you have created a new group and chosen for it a different name than the default one, you need to update the Report Expert configuration file. To update the Report Expert configuration file: 1. Open the <Report ExpertInstallationDirectory>\Website folder, and edit the Web.config file. 2. Replace the name of the default FTMetricsEditors group with the name of the group you have created or chosen to contain Report Expert editors. For example, if the group that you use is named RptExpEditors, do the following: Replace FTMetricsEditors: <add key="ftmetricseditorsgroup" value="ftmetricseditors"/>... <allow roles="ftmetricseditors"/> With RptExpEditors: <add key="ftmetricseditorsgroup" value="rptexpeditors"/>... <allow roles="rptexpeditors"/> 3. Save the file. 104 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

105 Installing RSBizWare Chapter 3 Step 27: Verify the Report Expert installation TIP If you have chosen the installation on two computers, perform the following steps on the Database server computer. To verify the Report Expert installation: 1. On the Start screen, type any part of the name Report Expert, and then click its shortcut. TIP By default, Report Expert is located in the following directory: C:\Program Files (x86)\rockwell Software\Report Expert\RE.url The Internet Explorer window and the Windows Security dialog box appear. 2. In the Windows Security dialog box, type the user name and the password to the computer on which you have configured ODBC for RSBizWare. For the all-in-one installation, this will be the local computer. For the installation on two computers, this will be the RSBizWare server computer. If you have installed and configured Report Expert successfully, the Report Expert welcome page appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

106 Chapter 3 Installing RSBizWare Congratulations! You have completed the installation and configuration of your RSBizWare environment. You are now ready to start the Configuration Console and begin to use the products. 106 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

107 Installing RSBizWare Chapter 3 Removing RSBizWare To modify the existing installation of RSBizWare software: 1. Run the RSBizWare installation DVD. 2. Select Install for the component that you want to modify. 3. Select one of the available options: Modify or Repair. 4. Follow the on-screen instructions to complete the process. To remove RSBizWare applications: Use the installation DVD: 1. Run the RSBizWare installation DVD. 2. Select Install for the component that you want to remove. 3. Select Remove. 4. Follow the on-screen instructions to complete the process. Use Control Panel: 1. Go to Start > Control Panel > Add or Remove Programs (Programs and Features). 2. In the dialog box that appears, select the component you want to remove, and then click Remove (Uninstall/Change). 3. Follow the on-screen instructions to complete the process. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

108 Chapter 3 Installing RSBizWare 108 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

109 Chapter 4 Migrating RSBizWare In this chapter you will learn how to migrate your RSBizWare environment between the following configurations: From: Microsoft Windows Server 2003 R2 with Service Pack 2 Microsoft SQL Server 2005 Standard Edition with Service Pack 3 To: Microsoft Windows Server 2012 Microsoft SQL Server 2012 Service Pack 1 If your current RSBizWare environment is maintained on: Microsoft Windows Server 2008 R2 with Service Pack 1 Microsoft SQL Server 2008 R2 Standard Edition with Service Pack 1 Upgrade it to the latest version following the steps presented in "Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 (page 207)". Rockwell Automation Publication BZWARE-IN001M-EN-P-June

110 Chapter 4 Migrating RSBizWare Migration: supported migration scenarios To perform a migration of RSBizWare and Report Expert, choose one of the following scenarios: Migration from one source computer to one target computer (all-in-one installation) Migration from a source computer to two target computers: 110 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

111 Migrating RSBizWare Chapter 4 Migration from two source computers to two target computers: Migration from two source computers to one target computer (all-in-one installation): Rockwell Automation Publication BZWARE-IN001M-EN-P-June

112 Chapter 4 Migrating RSBizWare Migration checklist In order to successfully migrate your RSBizWare and Report Expert software, follow the steps in the order presented below. Backing up data Step 1: Back up your FactoryTalk Transaction Manager configuration (page 115) Step 2: Back up your RSBizWare SQL Server database (page 118) Step 3: Keep your database users for reference (page 121) Step 4: Keep your ODBC data source configuration for reference (page 123) Step 5: Keep your FactoryTalk Administration Console configuration for reference (page 124) Configuring SQL Server Step 6: Install Internet Information Services (page 126) Step 7: Install SQL Server 2012 Service Pack 1 (page 132) Setting up your FactoryTalk environment Step 8: Install FactoryTalk Services Platform (page 138) Step 9: Install FactoryTalk Activation (page 139) Step 10: Configure FactoryTalk Activation (page 140) Step 11: Install RSLinx Enterprise (page 140) Recreating your RSBizWare SQL Server environment Step 12: Restore your RSBizWare SQL Server database (page 141) 112 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

113 Migrating RSBizWare Chapter 4 Step 13: Recreate your RSBizWare SQL Server database user (page 144) Step 14: Install SQL Server 2012 Native Client (page 148) Step 15: Recreate the ODBC data source (page 150) Recreating your FactoryTalk Administration Console configuration Step 16: Verify if the local computer is added to the FactoryTalk Administration Console (page 156) Step 17: Recreate your applications (page 157) Step 18: Add a local Administrator account as a Windows-linked user (page 158) Step 19: Recreate your users (page 162) Installing RSBizWare Step 20: Install RSBizWare (page 164) Configuring RSBizWare servers Step 21: Register the Security Services Manager (page 166) Step 22: Register the Information Services Manager (page 167) Step 23: Associate Metrics Server Manager with Information Services Manager (page 171) Configuring security for RSBizWare Step 24: Assign activations to RSBizWare servers (page 172) Step 25: Assign client activations to users (page 175) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

114 Chapter 4 Migrating RSBizWare Step 26: Assign application privileges to users (page 176) Restoring your FactoryTalk Transaction Manager configuration Step 27: Restore your FactoryTalk Transaction Manager configuration (page 179) Step 28: Register the configuration in the RSBizWare SQL Server database (page 181) Step 29: Update your FactoryTalk Transaction Manager configuration (page 183) Step 30: Register FactoryTalk Transaction Manager (page 187) Step 31: Register the configuration in the Service Console (page 188) Installing and configuring Report Expert Step 32: Configure SQL Server Reporting Services (SSRS) (page 191) Step 33: Verify the SSRS configuration (page 193) Step 34: Install and configure Report Expert (page 196) Step 35: Configure the FTMetricsEditors group (page 200) Step 36: Verify the Report Expert installation (page 201) Starting the FactoryTalk Transaction Manager configuration Step 37: Start your FactoryTalk Transaction Manager configuration (page 202) 114 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

115 Migrating RSBizWare Chapter 4 Step 1: Back up your FactoryTalk Transaction Manager configuration TIP If you are migrating the RSBizWare suite from two computers, perform the following steps on the Source RSBizWare server computer. To successfully restore your FactoryTalk Transaction Manager configuration, you need to keep for reference the location in which the configuration is saved in FactoryTalk Transaction Manager, and create the configuration backup. To check the location in which your FactoryTalk Transaction Manager configuration is saved: 1. Open FactoryTalk Transaction Manager. 2. On the Configuration menu, click Checklist. The Configuration Checklist dialog box appears. 3. Under Define Configuration, click Step 1. The FactoryTalk Transaction Manager Configuration dialog box appears. In the Path text box, the location in which the configuration is saved is provided. 4. Keep it for reference. To back up your FactoryTalk Transaction Manager configuration: 1. Open FactoryTalk Transaction Manager. 2. In the tree view, right-click the FactoryTalk Transaction Manager configuration that you want to migrate, and then click Stop Configuration. The following message appears: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

116 Chapter 4 Migrating RSBizWare 3. Click Yes. 4. Wait until all the services are stopped and the traffic lights icon next to the configuration in the tree view changes to the red light. 5. On the Configuration menu, click Backup. The Remote rsq File Browse dialog box appears. 6. In the tree view, select the folder to which you want to save your configuration, or create a new one. To create a new folder: 1. In the File Path text box, type the path to the folder and the folder name, and then click New. 116 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

117 Migrating RSBizWare Chapter 4 The following message appears: 2. Click Yes. The following message appears: 3. Click OK. 7. Click OK. The following message appears: 8. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

118 Chapter 4 Migrating RSBizWare The following message appears: 9. Click OK. Step 2: Back up your RSBizWare SQL Server database TIP If you are migrating the RSBizWare suite from two computers, perform the following steps on the Source Database server computer. To back up your RSBizWare SQL Server database: 1. Open SQL Server Management Studio. The Connect to Server dialog box appears. 2. If necessary, type your login and password, and then click Connect. 3. In the Object Explorer, expand Databases. 4. Right-click the database that you want to migrate, and then click Tasks > Back Up. 118 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

119 Migrating RSBizWare Chapter 4 The Back Up Database dialog box appears. Under Destination, the default location to which the backup will be saved is provided. Leave it or choose another location. To choose another location for your database backup: 1. Under Destination, click Remove. The default location is removed. 2. Click Add. The Select Backup Destination dialog box appears. 3. Under File name, click. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

120 Chapter 4 Migrating RSBizWare The Locate Database Files dialog box appears. 4. Navigate to the location, in which you want to save the file. 5. In the File name text box, type the file name under which you want to save your RSBizWare SQL Server database backup. 6. Click OK. 7. In the Select Backup Destination dialog box, click OK. Under Destination, your location and the file name of the RSBizWare database backup is listed. 5. In the left pane of the Back Up Database dialog box, under Select a page, click Options. 6. Under Overwrite media, click Overwrite all existing backup sets. 120 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

121 Migrating RSBizWare Chapter 4 7. Under Reliability, select the Verify backup when finished check box. 8. Click OK. Once the backing up process is complete, the following message appears: 9. Click OK. Step 3: Keep your database users for reference TIP If you are migrating the RSBizWare suite from two computers, perform the following steps on the Source Database server computer. In order to successfully restore your RSBizWare SQL Server database on the target computer, you will need to recreate all the database users that are required by this database, along with their roles and passwords. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

122 Chapter 4 Migrating RSBizWare Since there is no automatic way of backing up this information, use your preferred method of storing it for reference. To view your RSBizWare SQL Server database users: 1. In the Object Explorer, expand your RSBizWare database tree item. 2. Expand Security, and then Users. Under Users, the database users are listed. To view database user roles: 1. Under Users, right-click a user, and then click Properties. 2. The Database User dialog box appears. Under Database role membership, available roles are listed. The user's roles are selected. 122 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

123 Migrating RSBizWare Chapter 4 Step 4: Keep your ODBC data source configuration for reference TIP If you are migrating the RSBizWare suite from two computers, perform the following steps on the Source RSBizWare server computer. It is necessary that you restore on the target computer the following elements of the ODBC data source configuration: The data source name. The login ID and the password of your RSBizWare SQL Server database to which you are connecting with the ODBC data source. Since there is no automatic way of backing up this information, use your preferred method of storing it for reference. To view your ODBC data source configuration: 1. Go to Start > All Programs > Administrative Tools > Data Sources (ODBC). The ODBC Data Source Administrator dialog box appears. 2. Click the System DSN tab. 3. Under System Data Sources, select the data source whose configuration you want to check, and then click Configure. The information about the login and password to your RSBizWare SQL Server database is presented in different ways, depending on whether you have chosen the SQL Server Rockwell Automation Publication BZWARE-IN001M-EN-P-June

124 Chapter 4 Migrating RSBizWare Native Client 10.0 driver or the SQL Server driver to configure your ODBC data source: The configuration using the SQL Server Native Client 10.0 driver: The configuration using the SQL Server driver: Step 5: Keep your FactoryTalk Administration Console configuration for reference TIP If you are migrating the RSBizWare suite from two computers, perform the following steps on the Source RSBizWare server computer. It is necessary that you restore on the target computer the following elements of the FactoryTalk Administration Console configuration: Applications Areas Servers 124 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

125 Migrating RSBizWare Chapter 4 Shortcuts to controllers User Groups Users Since there is no automatic way of backing up this information, use your preferred method of storing it for reference. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

126 Chapter 4 Migrating RSBizWare Step 6: Install Internet Information Services (IIS) TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target 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. 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. 126 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

127 Migrating 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

128 Chapter 4 Migrating 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. 128 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

129 Migrating 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

130 Chapter 4 Migrating RSBizWare 19. Select the Restart the destination server automatically if required option. The Add Roles and Features Wizard dialog box appears. 130 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

131 Migrating RSBizWare Chapter Click Yes to confirm selecting the option. 21. 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

132 Chapter 4 Migrating RSBizWare Step 7: Install SQL Server 2012 Service Pack 1 TIP To install SQL Server: If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. 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. 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. 132 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

133 Migrating RSBizWare Chapter 4 The Product Updates page appears. 6. Leave the default settings, and then click Next. The SQL Server setup files are installed. The Setup Support Rules page appears. 7. Click Next. The Setup Role page appears. 8. Click SQL Server Feature Installation, and then click Next. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

134 Chapter 4 Migrating RSBizWare The Feature Selection page appears. 9. Select the following features: 10. Click Next. The Installation Rules page appears. 11. Click Next. 134 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

135 Migrating RSBizWare Chapter 4 The Instance Configuration page appears. 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. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

136 Chapter 4 Migrating RSBizWare 16. Click SQL collation, used for backwards compatibility. 17. In the list, select SQL_Latin1_General_CP1_CI_AS. 18. 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. 136 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

137 Migrating RSBizWare Chapter 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. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

138 Chapter 4 Migrating RSBizWare 26. 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. Step 8: Install FactoryTalk Services Platform TIP NOTE If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target 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. 5. On the License Agreement page, click: 6. Click Next. 138 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

139 Migrating RSBizWare Chapter 4 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. Step 9: Install FactoryTalk Activation TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target 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. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

140 Chapter 4 Migrating RSBizWare 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. Step 10: Configure FactoryTalk Activation TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. 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 11: Install RSLinx Enterprise TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To install RSLinx Enterprise: 1. Open the RSBizWare installation DVD. 2. Go to Common > RSLE. 140 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

141 Migrating RSBizWare Chapter 4 3. Double-click setup.exe. 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 12: Restore your RSBizWare SQL Server database TIP NOTE If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. Perform the following steps using a database user that has privileges to create databases. To restore your RSBizWare SQL Server database: 1. Copy the backup of your RSBizWare SQL Server database that you created in "Step 2: Back up your RSBizWare SQL Rockwell Automation Publication BZWARE-IN001M-EN-P-June

142 Chapter 4 Migrating RSBizWare Server database (page 118)" from the source computer to the computer on which you are performing these steps. 2. On the Start screen, click SQL Server Management Studio. The Microsoft SQL Server Management Studio window and the Connect to Server dialog box appear. 3. Select the computer that hosts SQL Server. 4. Type the login and password, and then click Connect. 5. In the Object Explorer, right-click Databases, and then click Restore Database. The Restore Database dialog box appears. 6. Under Source, click Device, and then click. The Select backup devices dialog box appears. 7. Click Add. The Locate Backup File dialog box appears. 8. Navigate to and select the backup file. 142 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

143 Migrating RSBizWare Chapter 4 9. Click OK. The backup file is listed under Backup media. 10. Click OK. The Device text box points to the backup file, and the Database text box reads the database name from the backup file. Under Destination, the Database text box reads the database name from the backup file. IMPORTANT Make sure that the database name is the same as the name of the database that you are about to restore. 11. In the left pane of the dialog box, under Select a page, click Options. 12. Under Restore options, select the Overwrite the existing database (WITH REPLACE) option. 13. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

144 Chapter 4 Migrating RSBizWare Once the restoring process is complete, the following message appears: 14. Click OK. The database that you have restored appears under Databases in the Object Explorer. Step 13: Recreate your RSBizWare SQL Server database user TIP NOTE If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. Perform the following steps using a database user that has privileges to create databases. In the following example, we are presenting how to recreate the database user that is the db_owner of the restored RSBizWare database. If you had other database users configured for your restored RSBizWare SQL Server database, you will need to recreate them all, along with their names, roles, and password, in a similar way. To recreate your RSBizWare SQL Server database user: 1. On the Start screen, click SQL Server Management Studio. 144 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

145 Migrating RSBizWare Chapter 4 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. Expand Database > <Your Restored Database> > Security > Users. 5. Under Users, delete all the users that were originally created for this database before the migration. You will create them from scratch, because otherwise the existing users may generate errors. 6. In the Object Explorer, expand the Security folder. 7. Right-click Logins, and then click New Login. The Login - New dialog box appears. 8. In the Login name box, type a name for the database user. IMPORTANT Make sure that the database user name is the same as the user name of the database that you have just restored. 9. Click SQL Server authentication. 10. In the Password box, type a password for the database user. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

146 Chapter 4 Migrating RSBizWare 11. In the Confirm password box, retype the password that you have created. 12. Clear the Enforce password expiration check box. 13. In the Default database list, select the name of your RSBizWare database that you restored in "Step 12: Restore your RSBizWare SQL Server database (page 141)". 14. In the left pane of the Login - New dialog box, under Select a page, click User Mapping. 146 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

147 Migrating RSBizWare Chapter Under Users mapped to this login, in the Map column, select the check box next to the name of your RSBizWare database. 16. In the Default Schema column, in the row of your RSBizWare database, type the name of your database user. 17. Under Database role membership for <DatabaseName>, select the db_owner check box. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

148 Chapter 4 Migrating RSBizWare 18. Click OK. Step 14: Install SQL Server 2012 Native Client TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. Otherwise, go to "Step 15: Recreate the ODBC data source (page 150)". 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). 148 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

149 Migrating RSBizWare Chapter 4 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. 8. On the License Agreement page, click: 9. Click Next. 10. On the Feature Selection page, leave the default settings, and then click Next. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

150 Chapter 4 Migrating RSBizWare 11. On the Ready to Install the Program, click Install. 12. Once the installation is complete, click Finish. Step 15: Recreate the ODBC data source TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer and the Target database server computer. To recreate your ODBC data source: 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 list, select SQL Server Native Client Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

151 Migrating RSBizWare Chapter 4 NOTE Choose this driver even if you had the ODBC data source configured with the SQL Server driver on your source computer. 5. Click Finish. The Create a New Data Source to SQL Server dialog box appears. 6. In the Name box, type the name of the data source. IMPORTANT Make sure that this is the same name as it was for the ODBC data source configured on the source computer. 7. (Optional) In the Description box, type the description of the data source. 8. In the Server list, do either of the following: If your RSBizWare SQL Server database is on the computer on which you are performing these steps, select (local). If your RSBizWare SQL Server database is on the target database server computer, select the name of the target database server computer. 9. Click Next. 10. Specify how SQL Server should verify login IDs: 1. Select the With SQL Server authentication... option. 2. In the Login ID and Password text boxes, type the name and password of the RSBizWare database owner that you Rockwell Automation Publication BZWARE-IN001M-EN-P-June

152 Chapter 4 Migrating RSBizWare restored in "Step 13: Recreate your RSBizWare SQL Server database user (page 144)". 11. Click Next. 12. Click Change the default database to, and then select the database that you restored in "Step 12: Restore your RSBizWare SQL Server database (page 141)". 13. Click Next. 14. Leave the default settings or modify them according to your needs. 152 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

153 Migrating RSBizWare Chapter Click Finish. The ODBC Microsoft SQL Server Setup dialog box appears. 16. Verify the new ODBC data source configuration, and then click Test Data Source. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

154 Chapter 4 Migrating RSBizWare A message box with the test results appears. 17. Click OK. TIP If the test does not complete successfully, make sure that you have selected the correct authentication mode for your SQL Server (page 154), and then run the test again. Repair the connection to SQL Server TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. The RSBizWare configuration requires the mixed mode as the authentication method for the SQL server. Follow the steps below to verify and/or correct the authentication method you have selected for your SQL server. To repair the connection to SQL Server: 1. On the Start screen, click SQL Server Management Studio. 154 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

155 Migrating RSBizWare Chapter 4 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 the server name, and then click Properties. The Server Properties dialog box appears. 5. Under Select a page, click Security. 6. Under Server authentication, check the selected server authentication mode. If the Windows authentication mode is selected, change it to SQL Server and Windows Authentication mode. 7. Click OK. The following message appears: 8. Click OK. 9. In the Object Explorer, right-click the server name, and then click Restart. The following message appears: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

156 Chapter 4 Migrating RSBizWare 10. Click Yes. The server authentication mode will be updated. Step 16: Verify if the local computer is added to the FactoryTalk Administration Console TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. By default, the computer on which you have installed FactoryTalk Services Platform is automatically added to the FactoryTalk Administration Console, which is a part of FactoryTalk Services Platform. The computer should be listed in the Explorer, under System > Computers and Groups > Computers. If it is not listed there, you should add it manually. To add your local computer to the FactoryTalk Administration Console: 1. In the FactoryTalk Administration Console, in the Explorer, expand System > Computers and Groups. 2. Right-click Computers, and then click New Computer. The New Computer dialog box appears. 3. In the Computer text box, type the name of the computer, or click to search for it. 4. Click OK. The computer is listed under Computers. 156 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

157 Migrating RSBizWare Chapter 4 Step 17: Recreate your applications TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To recreate the configuration, use the data from your source computer. For details, see "Step 5: Keep your FactoryTalk Administration Console configuration for reference (page 124)". To recreate your applications: 1. On the Start screen, type any part of the name FactoryTalk Administration Console, and then click its shortcut. The FactoryTalk Administration Console window appears. 2. In the Select FactoryTalk Directory, click OK. 3. In the Explorer, right-click Network, and then click New Application. The New Application dialog box appears. 4. In the Name text box, type the same application name that you used in your original FactoryTalk Administration Console configuration. 5. Click OK. 6. In the Explorer, right-click your application, and then click New Area. The New Area dialog box appears. 7. In the Name text box, type the same area name that you used in your original FactoryTalk Administration Console configuration. 8. Click OK. 9. In the Explorer, right-click your area, and then click Add New Server > Rockwell Automation Device Server (RSLinx Enterprise). The RSLinx Enterprise Server Properties dialog box appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

158 Chapter 4 Migrating RSBizWare 10. Under Name, type the same server name that you used in your original FactoryTalk Administration Console configuration. 11. Click OK. 12. In the Explorer, expand the server item, and then double-click Communication Setup. 13. In the right pane of the window, under Device Shortcuts, click Add. A new shortcut appears in the list, available for editing. 14. Type the same shortcut name that you used in your original FactoryTalk Administration Console configuration. 15. Under Primary, expand the server tree, and point to the same connector that was assigned to the shortcut on your original FactoryTalk Administration Console configuration. 16. Click OK. Step 18: Add a local Administrator account as a Windows-linked user TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. In these steps you will add a local Administrator account as a Windows-linked user. The Administrator account is already automatically added to the Windows Administrators group under User Groups. 158 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

159 Migrating RSBizWare Chapter 4 To add a local Administrator account as a Windows-linked user: 1. In the FactoryTalk Administration Console, in the Explorer, expand System > Users and Groups. 2. Right-click Users, and then click New > Windows-Linked User. The New Windows-Linked User dialog box appears. 3. Click Add. The Select Users dialog box appears. 4. Click Advanced. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

160 Chapter 4 Migrating RSBizWare The Select Users dialog box appears. 5. Click Find Now. 6. Under Search results, users from the selected location are listed. 160 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

161 Migrating RSBizWare Chapter 4 7. Select a user, and then click OK. The Windows user that you have chosen appears under Enter the object names to select. 8. Click OK. The Windows user appears in the New Windows-Linked User dialog box. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

162 Chapter 4 Migrating RSBizWare 9. Click OK. The newly added Windows-linked user appears under the Users folder in the Explorer. Step 19: Recreate your users TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To recreate the configuration, use the data from your source computer. For details, see "Step 5: Keep your FactoryTalk Administration Console configuration for reference (page 124)". To recreate your users: 1. In the FactoryTalk Administration Console, in the Explorer, expand System > Users and Groups. 2. Right-click Users, and then click New > User. The New User dialog box appears. 3. In the User name box, type the same user name that you used in your original FactoryTalk Administration Console configuration. 4. Select the User cannot change password option. 5. Select the Password never expires option. 162 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

163 Migrating RSBizWare Chapter 4 6. In the Password box, type the password that you used for this user in your original FactoryTalk Administration Console configuration. 7. In the Confirm box, retype the password. 8. Click the Group Membership tab, and then click Add. The Select User Group dialog box appears. 9. Click Administrators. 10. Click OK. In the New User dialog box, the Administrators group is listed under Member of. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

164 Chapter 4 Migrating RSBizWare 11. Click OK. The newly created user appears under the Users folder in the Explorer. The user belongs to the FactoryTalk Administrators group. Repeat the steps to restore other users that existed in your original FactoryTalk Administration Console configuration. Make sure that they have the same names, passwords, and user groups as in your original FactoryTalk Administration Console configuration. TIP For more information on users and user groups in the FactoryTalk Administration Console, refer to the FactoryTalk help. To open the help file, on the Help menu click Contents. See also Managing FactoryTalk user groups and users (page 231) Step 20: Install RSBizWare TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To install RSBizWare: 1. Run the RSBizWare installation DVD. 164 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

165 Migrating RSBizWare Chapter 4 The RSBizWare installation wizard appears. 2. Click FactoryTalk Metrics > Installation > Install RSBizWare. The installation wizard appears. 3. Click Next. 4. On the License Agreement page, click: 5. Click Next. 6. On the Customer Information page, type the following information: 7. Click Next. 8. On the Setup Type page, click: 9. Click Next. 10. On the Ready to Install the Program page, click Install. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

166 Chapter 4 Migrating RSBizWare The Installing page presenting the installation status appears. Once the installation is complete, the InstallShield Wizard Completed page appears. 11. Click Finish. A message prompting you to restart the computer appears. 12. Click Yes. Step 21: Register the Security Services Manager TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To register the Security Services Manager: 1. On the Start screen, type any part of the name Service Console, and then click its shortcut. TIP By default, the Service Console is located in the following directory: C:\Program Files (x86)\rockwell Software\RSBizWare\RSBizwareMgr.msc The Service Console window appears. The following message appears: 2. Click Yes. The Service Console Registration dialog box appears. 3. In the Hostname or IP address box, type the name or IP address of the local computer. Alternatively, click 4. Click OK., and then search for the computer. 166 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

167 Migrating RSBizWare Chapter 4 You have logged on to the Security Services Manager. The explorer tree in the Service Console is populated with Security Services Manager items. NOTE Logging on to the Security Services Manager will activate the FactoryTalk single sign-on user functionality. For more information about the FactoryTalk single sign-on, refer to the FactoryTalk Security online help. The file is available in the following locations: On a 32-bit operating system: C:\Program Files\Common Files\Rockwell\Help\FTSecurityEN.chm. On a 64-bit operating system: C:\Program Files (x86)\common Files\Rockwell\Help\FTSecurityEN.chm. Step 22: Register the Information Services Manager TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To register the Information Services Manager: 1. In the Service Console, under Security Services Manager, right-click Servers, and then click Register Server. The Service Console Registration dialog box appears. 2. In the Server Type list, click Information Services Manager. 3. Make sure that Hostname or IP address box contains the name or the IP address of the local computer. 4. Click OK. 5. The Information Services Manager server appears under the Security Services Manager with the following icon:. 6. Click Information Services Manager. 7. In the Data Sources list, select the name of the ODBC data source that you recreated in "Step 15: Recreate the ODBC data source (page 150)". 8. In the Database User ID box, type the name of the RSBizWare database user that you recreated in "Step 13: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

168 Chapter 4 Migrating RSBizWare Recreate your RSBizWare SQL Server database user (page 144)". 9. In the Database Password box, type the password of your RSBizWare database user. 10. Click Test Connection. A message confirming a successful connection appears. 11. Click OK. 12. Click Advanced. 13. Configure the following settings for QuickWeb reporting used in FactoryTalk Metrics and FactoryTalk Historian Classic: Item Max Records to Return Description Type the maximum number of records that the server should return for any single non-time-series query against the database. This can be a useful way to limit network traffic and control queries that are returning more than a useful amount of data. The default value is Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

169 Migrating RSBizWare Chapter 4 Item Connection Pool Session Connection Timeout Host Alias Report Schedule Manager Host Host Originating Address Printer User Printer Password Report User Report Password Description Type the number of database connections that the server should keep open. Each time a client makes a request for data from the database, a connection is assigned to the client from this pool. A small number of connections in the pool with a large number of connected users will create delays while users wait for an available connection. The default value is 5. Specify, in minutes, how long the server should maintain global credentials for users. After the session connection expires, the user will be required to log on before viewing report objects that have been set to use the global credentials. The default value is 30 minutes. Type the alias (registered name) that the Information Services Manager will use to refer to itself when connecting to the Security Services Manager and handling report requests across the internet. Use this option if the registered name of the computer is different than its host name. Type the name of the computer where the Report Schedule Manager is running. Type the host that will be used to distribute scheduled report results. Type the address that will be used to distribute scheduled report results. Type the user name that will be used to connect to the printer to print scheduled reports. Type the password of the printer user. Type the report user name that will be used to connect to the Configuration Console to run the scheduled reports. If you are using scheduled reports, you must type a user with sufficient privileges to run all of the scheduled reports. Type the password of the report user. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

170 Chapter 4 Migrating RSBizWare Item HTTP Port HTML Root 14. Click Apply. Description The following message appears: Type the port number on which the server will listen for requests from the Configuration Console. The Configuration Console uses HTTP in addition to raw TCP/IP to communicate to the Information Services Manager. The default HTTP port is Note: Oracle uses port If you are using this version of Oracle, you must set the HTTP port to a value other than Type the name of the folder in which the server will store reports that have been saved in the Configuration Console. You will need to change the HTML Root directory setting if you have installed the server to a non-default location. 15. Click Yes. The following message appears: 170 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

171 Migrating RSBizWare Chapter Click OK. Once the server is restarted, the Information Services Manager server appears under the Security Services Manager with the following icon:. Step 23: Associate Metrics Server Manager with Information Services Manager TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To associate the Metrics Server Manager with the Information Services Manager: 1. In the Service Console, under Security Services Manager, expand Servers. 2. Right-click Information Services Manager, and then click Associate Metrics Server Manager. The Service Console Registration dialog box appears. The Hostname or IP address box contains the name or the IP address of the local computer. 3. Click OK. The newly created Metrics Server Manager appears under Information Services Manager with the following icon:. 4. Click Metrics Server Manager. 5. In the Data Sources list, select the name of the ODBC data source that you recreated in "Step 15: Recreate the ODBC data source (page 150)". 6. In the Database User ID box, type the name of the RSBizWare database user that you recreated in "Step 13: Recreate your RSBizWare SQL Server database user (page 144)". 7. In the Database Password box, type the password of your RSBizWare database user. 8. Click Test Connection. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

172 Chapter 4 Migrating RSBizWare A message confirming a successful connection appears. 9. Click OK. 10. Click Apply. The following message appears: 11. Click Yes. The Metrics Server Manager appears under the Information Services Manager with the following icon:. Step 24: Assign activations to RSBizWare servers TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To assign activations to the RSBizWare servers: 1. Under Security Services Manager, expand Administration. 2. Click Activations. In the right pane of the window, activation details are provided. 172 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

173 Migrating RSBizWare Chapter 4 The table provides the following information: Item Description Total The total number of activations installed on the computer where the selected Security Services Manager is running. The Security Services Manager checks all RSBizWare activations out of the FactoryTalk Activation. Available The number of unassigned activations on the computer where the selected Security Services Manager is running. Unassigned activations will not be returned to the FactoryTalk Activation. Assigned The number of activations that have been assigned to the selected RSBizWare server. Only assigned activations will be detected by the product running on the selected server. In the table, you may see the following types of activations: Activation type Metrics Server Manager XX Workcells FactoryTalk Historian XXX Tag Description A FactoryTalk Metrics server license for the specified number of work cells. You can assign more than one license. If you do, the number of work cells will be summed. A FactoryTalk Historian Classic server license for the specified number of tags. You can assign more than one license. If you do, the number of tags will be summed. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

174 Chapter 4 Migrating RSBizWare Activation type FactoryTalk Metrics Author FactoryTalk Historian Author RSBizWare Single User Runtime Activation RSBizWare Unlimited User Runtime Activation Description A single-user Authoring license that is assigned to a specific user. With this license, you can configure a FactoryTalk Metrics system using the Configuration Console. A single-user Authoring license that is assigned to a specific user. With this license, you can configure a FactoryTalk Historian Classic system using the Configuration Console. A license that allows a single user to access reports from FactoryTalk Historian Classic or FactoryTalk Metrics (using either Report Expert or QuickWeb.) You can assign more than one license. If you do, the number of users will be summed. A license that allows an unlimited number of users to access reports from FactoryTalk Historian Classic or FactoryTalk Metrics (using either Report Expert or QuickWeb.). You can assign only one license of this type. 3. In the Assign Activations to list, select the RSBizWare server to which you want to assign activations. 4. Under Activation, click the activation that you want to assign to the server. 5. Click Assign an Activation. The activation is assigned to the server. The number of Available activations is reduced by 1, and the number of Assigned activations is increased by 1. See also Software activation options (page 222) 174 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

175 Migrating RSBizWare Chapter 4 Step 25: Assign client activations to users TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To assign client activations to users: 1. In the Service Console, expand Security Services Manager > Administration. 2. Click Users and Groups. 3. In the right pane of the window, under Users, click Refresh. 4. Click the user name for which you want to assign application privileges. 5. Click Edit User Properties. The Security Control dialog box appears. 6. Click the License & Activation tab. 7. In the Server Type list, select the type of the server for which you want to assign privileges. 8. Under Place a check..., select the check box to the left of the activation that you want to assign to the user. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

176 Chapter 4 Migrating RSBizWare 9. Click OK. Step 26: Assign application privileges to users TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. A privilege is a distinct function of FactoryTalk Metrics and FactoryTalk Historian Classic applications that is assigned to security groups or individual users. Individual users can have privileges assigned to them, and they can inherit privileges from the security groups to which they belong. For example, if a group has been granted privileges for the Configuration Console "Create New Report Objects" feature, the users assigned to that group are able to create new report objects in the Configuration Console. Application privileges apply to the use of the Configuration Console and reporting using QuickWeb only. They do not apply to Report Expert. You can manage the privileges and permissions that a user has either by assigning privileges and permissions directly to the user or by assigning privileges and permissions to a user group, and then placing the user in one or more user groups. A user belonging to a group will inherit the privileges and permissions that have been assigned to the group. Since users can belong to multiple groups, 176 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

177 Migrating RSBizWare Chapter 4 groups can be broken down into logical areas of application functionality. For information on privileges available with individual client activations, see "FactoryTalk Historian and FactoryTalk Metrics privileges (page 178)". To assign application privileges to users: 1. In the Service Console, expand Security Services Manager > Administration. 2. Click Users and Groups. 3. In the right pane of the window, under Users, click the user name for which you want to assign application privileges. 4. Click Edit User Properties. The Security Control dialog box appears. 5. In the Privileges tab, in the Server Type list, select the type of the server for which you want to assign privileges. 6. In the Server list, select a server of the specified server type. 7. Under Place a check..., select the check box to the left of the privilege that you want to assign to the user. If the user has inherited privileges from a group, the privileges are indicated with the group icon:. 8. Click OK. TIP While it is perfectly acceptable to assign privileges on a user-by-user basis, the process will become very tedious when you have a large number of users in the system. For this reason, you may want to assign privileges at a group level. See also Assigning application privileges to groups (page 237) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

178 Chapter 4 Migrating RSBizWare FactoryTalk Historian and FactoryTalk Metrics privileges The following FactoryTalk Historian Classic and FactoryTalk Metrics (Configuration Console) privileges are available, depending on the assigned Author activation type. Privilege Description Type of Author activation required Create New Reports Allows the selected user or group to create reports for personal use. A report that has been created under this privilege can be viewed and edited by the user who created the report. FactoryTalk Metrics or FactoryTalk Historian Author Create Public Reports Create New Report Objects Create Public Report Objects Create New Filters Create Public Filters Create New Report Data Sources Save Report Object Contents to File Organize Plant Model Manage Reporting Tags Allows the selected user or group to create reports for public use. The creator of the report can grant view and edit privileges for the report to other users and groups. Allows the selected user or group to create report objects for personal use. A report object that has been created under this privilege can be viewed and edited by the user who created the report object. Allows the selected user or group to create report objects for public use. The creator of the report object can grant view and edit privileges for the report object to other users and groups. Allows the selected user or group to create filters for personal use. A filter that has been created under this privilege can be viewed and edited by the user who created the filter. Allows the selected user or group to create filters for public use. The creator of the filter can grant view and edit privileges for the filter to other users and groups. Allows the selected user or group to create report data sources. A report data source that has been created under this privilege can be viewed and edited by the user who created the report data source. Allows the selected user or group to save the data from a text report object to a comma separated values (.csv) or html (.htm) file. Allows the selected user or group to create and modify activity areas in the plant model. Allows the selected user or group to use the Time-Series Reporting Tags dialog box to create, modify, and configure reporting tags. FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics or FactoryTalk Historian Author FactoryTalk Metrics Author FactoryTalk Historian Author 178 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

179 Migrating RSBizWare Chapter 4 Privilege Description Type of Author activation required View Time-Series Comment (FactoryTalk Historian Classic users only) Allows the selected user or group to view the Value, X-Axis, and Y-Axis comments that have been associated with time-series data. None Add Time-Series Comment Edit/Delete Time-Series Comment Manage Performance Parameters Manage FactoryTalk Metrics Manual Data Collection Manage Time Pattern (FactoryTalk Historian Classic users only) Allows the selected user or group to associate Value, X-Axis, and Y-Axis comments with time-series data. (FactoryTalk Historian Classic users only) Allows the selected user or group to modify and delete Value, X-Axis, and Y-Axis comments that have been associated with time-series data. Allows the selected user or group to use the FactoryTalk Metrics Performance Parameters dialog box to specify the parameters that will be used in the calculation of OEE for an activity area. Allows the selected user or group to modify and delete FactoryTalk Metrics work cell data. Allows the selected user or group to create and modify time patterns, configure composites, and schedule exceptions. None None FactoryTalk Metrics Author FactoryTalk Metrics Author FactoryTalk Metrics Author Step 27: Restore your FactoryTalk Transaction Manager configuration TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To restore your FactoryTalk Transaction Manager configuration: 1. Copy the backup of your FactoryTalk Transaction Manager configuration that you created in "Step 1: Back up your FactoryTalk Transaction Manager configuration (page 115)" from the source computer to the computer on which you are performing these steps. 2. On the Start screen, type any part of the name FactoryTalk Transaction Manager, and then click its shortcut. The FactoryTalk Transaction Manager window appears. 3. On the Configuration menu, click Restore. The Remote rsq File Browse dialog box appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

180 Chapter 4 Migrating RSBizWare 4. In the folder tree, navigate to the folder that contains the backup file. 5. Select the backup file, and then click OK. The FactoryTalk Transaction Manager Restore Configuration dialog box appears. 6. In the Path text box, leave the default setting or select another location in which you want to save the configuration. The location should be the same like the location of the original configuration before the migration. 7. Click OK. 180 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

181 Migrating RSBizWare Chapter 4 The following message appears: 8. Click Yes. The following message appears: 9. Click OK. The configuration is restored. Step 28: Register the configuration in the RSBizWare SQL Server database TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. To register your FactoryTalk Transaction Manager configuration in the RSBizWare SQL Server database: 1. On the Start screen, click SQL Server Management Studio. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

182 Chapter 4 Migrating 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 Databases > <Your Restored Database> > Tables. 5. Navigate to the RSSqlConfig table. 6. Right-click the table, and then click Edit Top 200 Rows. 7. In the right pane of the window, under shost, replace the name or IP of the source computer on which you backed up the RSBizWare SQL Server database with the name or IP of the target computer on which you restored the database. 8. Press Enter. 9. Close the table tab. 182 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

183 Migrating RSBizWare Chapter 4 Step 29: Update your FactoryTalk Transaction Manager configuration TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To update your FactoryTalk Transaction Manager configuration: 1. In FactoryTalk Transaction Manager, on the Configuration menu, click Checklist. The Configuration Checklist dialog box appears. 2. Under Define Configuration, click Step 1. The FactoryTalk Transaction Manager Configuration dialog box appears. 3. Make sure that the following options are selected: 4. Click Apply. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

184 Chapter 4 Migrating RSBizWare The following message appears: 5. Click Yes. The following message appears: 6. Click OK. 7. Click Close. 8. In the Configuration Checklist dialog box, under Define Connectors, click Step 2. The Connector Definition dialog box appears. 9. In the Host Name text box, replace the name of the source computer on which you backed up the FactoryTalk Transaction Manager configuration with the name of the target computer on which you restored the configuration. 10. In the User Name text box, replace the name of the user of the source computer with the name of the user of the target computer. 11. In the Password text box, replace the password of the user of the source computer with the password of the user of the target computer. 184 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

185 Migrating RSBizWare Chapter Click Host / User. The following message appears: 13. Click OK. The following message appears: 14. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

186 Chapter 4 Migrating RSBizWare You have updated the host names, user names, and password for all the connectors defined for your FactoryTalk Transaction Manager configuration. 15. Click Apply. The following message appears: 16. Click OK. The following message appears: 17. Click Yes. The following message appears: 18. Click OK. 186 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

187 Migrating RSBizWare Chapter 4 See also Configuring data collection (page 243) Step 30: Register FactoryTalk Transaction Manager TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To register a FactoryTalk Transaction Manager configuration server: 1. In the Service Console, expand Security Services Manager. 2. Right-click FactoryTalk Transaction Manager Configurations, and then click Register Server. The Service Console Registration dialog box appears. 3. In the Hostname or IP address box, type the name or the IP address of the server on which FactoryTalk Transaction Manager is installed, if it is not already provided. 4. Click OK. The FactoryTalk Transaction Manager server appears under FactoryTalk Transaction Manager Configurations with the green traffic lights icon:. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

188 Chapter 4 Migrating RSBizWare See also Configuring data collection (page 243) Step 31: Register the configuration in the Service Console TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. Although you have already registered your configuration in "Step 28: Register the configuration in the RSBizWare SQL Server database (page 181)", you need to repeat the process on the Service Console level. To register your FactoryTalk Transaction Manager configuration in the Service Console: 1. In the Service Console, expand Information Services Manager. 2. Right-click Data Collection, and then click Register FactoryTalk Transaction Manager Configuration. The FactoryTalk Transaction Manager Registration Wizard appears. 3. Click Next. 4. On the Local or Remote page, click Next. 188 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

189 Migrating RSBizWare Chapter 4 The Select FactoryTalk Transaction Manager Configuration page appears. It lists your restored FactoryTalk Transaction Manager configuration in status the RSBizWare applications for which the configuration has already been registered in the RSBizWare SQL Server database. 5. Select the configuration, and then click Next. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

190 Chapter 4 Migrating RSBizWare The following message appears: 6. Click Yes. The Completing the Wizard page appears. 7. Click Finish. Your configuration is listed in the tree under Data Collection. See also Configuring data collection (page 243) 190 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

191 Migrating RSBizWare Chapter 4 Step 32: Configure SQL Server Reporting Services (SSRS) TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. To configure SQL Server Reporting Services: 1. On the Start screen, type any part of the name Reporting Services Configuration Manager, and then click its shortcut. 2. The Reporting Services Configuration Manager window and the Reporting Services Configuration Connection dialog box appear. 3. Make sure that the Server Name and the Report Server Instance boxes points to the local computer and the locally configured report server instance. 4. Click Connect. 5. In the left pane of the window, click Service Account. 6. In the right pane of the window, make sure the Use built-in account option is selected, and that it points to ReportServer. 7. In the left pane of the window, click Database. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

192 Chapter 4 Migrating RSBizWare 8. In the right pane of the window, under Current Report Server Database, make sure that SQL Server Name points to the local computer, and Database Name points to ReportServer. 9. Under Current Report Server Database Credential, click Change Credentials. The Report Server Database Configuration Wizard dialog box appears. 10. In the Authentication Type list, select SQL Server Account. 11. In the Username box, type sa (SQL Server System Administrator account). 12. In the Password box, type the password for the sa account. You set this password when you were installing the SQL Server. 13. Click Test Connection. 192 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

193 Migrating RSBizWare Chapter 4 If the test is successful, the following message appears: 14. Click OK, and then click Next. 15. On the Credentials page, leave the default settings. 16. Click Next. 17. On the Summary page, review the database details. 18. Click Next. 19. Wait until the database is configured, and then click Finish. Step 33: Verify the SSRS configuration TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

194 Chapter 4 Migrating RSBizWare To verify the configuration of SQL Server Reporting Services (SSRS): 1. On the Start screen, type any part of the name SQL Server Management Studio, and then click its shortcut. 2. The SQL Server Management Studio window and the Connect to Server dialog box appear. 3. In the Connect to Server dialog box, click Connect. 4. In the Object Explorer, click Connect > Reporting Services. The Connect to Server dialog box appears. 5. Make sure that the Server type box reads Reporting Services. 194 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

195 Migrating RSBizWare Chapter 4 6. Click Connect. The Report Server appears in the Object Explorer. 7. Exit the SQL Server Management Studio. 8. On the Start screen, type any part of the name Reporting Services Configuration Manager, and then click its shortcut. The Reporting Services Configuration Manager window and the Reporting Services Configuration Connection dialog box appear. 9. In the Reporting Services Configuration Connection dialog box, click Connect. 10. In the left pane of the window, click Report Manager URL. 11. In the right pane of the window, click the link in the URLs box. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

196 Chapter 4 Migrating RSBizWare The home page of the SQL Server Reporting Services appears in a web browser window. Step 34: Install and configure Report Expert TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. To install and configure Report Expert: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. 2. On the Welcome page, click FactoryTalk Metrics > Installation > Install Report Expert. The installation program checks for installed applications. 3. On the Welcome page, click Next. 4. On the License Agreement page, click: 5. Click Next. 196 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

197 Migrating RSBizWare Chapter 4 6. On the Customer Information page, type the following: 7. Click Next. 8. On the Setup Type wizard page, select: Complete, if you want to install all the features. Custom, if you want to install specific components. If you choose this option, the Custom Setup page appears. Select the components that you want to install and their locations on the computer. 9. Click Next. The Virtual directory information page appears. It displays the default virtual directory of the Report Expert web site: Click Next. 11. On the Database connection information page, provide the following information: Item System DSN Name Username Password Description Select the name of the ODBC data source that you have configured for your RSBizWare SQL Server database. Type the user name of your RSBizWare database. Type the password for the RSBizWare database user. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

198 Chapter 4 Migrating RSBizWare 12. Click Next. 13. On the Ready to Install the Program page, click Install. The Installing... page presenting the installation status appears. 14. On the InstallShield Wizard Completed page, click Finish. The Database Load and Update wizard appears. 15. On the Welcome page, click Next. 16. On the Product and Database Connection page, provide the following information: Item Description ODBC DSN Select the name of the ODBC data source that you have configured for your RSBizWare SQL Server database. User Type the user name of your RSBizWare database. Password Type the password for the RSBizWare database user. 17. Click Connect. The Available Product Modules list is populated with FactoryTalk components. 18. Under Available Product Modules, select these options: TIP Select both options so that you have access to FactoryTalk Metrics and Report Expert sample data. 19. Click Finish to load data. 20. Click Close to exit the wizard. 198 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

199 Migrating RSBizWare Chapter On the Start screen, type any part of the name Report Expert, and then click its shortcut. TIP By default, Report Expert is located in the following directory: C:\Program Files (x86)\rockwell Software\Report Expert\RE.url The Internet Explorer window and the Windows Security dialog box appear. 22. In the Windows Security dialog box, type the user name and the password to the computer on which you have configured ODBC for RSBizWare. For the all-in-one installation, this will be the local computer. For the installation on two computers, this will be the RSBizWare server computer. If you have installed and configured Report Expert successfully, the Report Expert welcome page appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

200 Chapter 4 Migrating RSBizWare Step 35: Configure the FTMetricsEditors group TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. In the initial configuration, Report Expert grants data editing only to those users that are identified as Report Expert Editors and are members of the default local group named FTMetricsEditors. Since the group is not created automatically during the installation of Report Expert, you need to create it manually, or point to a local group that already exists in your system and configure it appropriately. If you create a local group, you can either use the default name of the group - FTMetricsEditors - or choose another. In the steps below we assume that you create a new local group that will contain all Report Expert editors. To create and configure a local group for Report Expert Editors: 1. On the Start screen, type any part of the name Computer Management, and then click its shortcut. 2. The Computer Management window appears. 3. Create a new local group that will contain all of your Report Expert editors. The default name for the group in the Report Expert configuration is host\ftmetricseditors. You can use this name or choose another. 4. Add the Windows domain user name of each editor to the newly created group. If you intend to use a local group that already exists in the system, or you have created a new group and chosen for it a different name than the default one, you need to update the Report Expert configuration file. 200 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

201 Migrating RSBizWare Chapter 4 To update the Report Expert configuration file: 1. Open the <Report ExpertInstallationDirectory>\Website folder, and edit the Web.config file. 2. Replace the name of the default FTMetricsEditors group with the name of the group you have created or chosen to contain Report Expert editors. For example, if the group that you use is named RptExpEditors, do the following: Replace FTMetricsEditors: <add key="ftmetricseditorsgroup" value="ftmetricseditors"/>... <allow roles="ftmetricseditors"/> With RptExpEditors: <add key="ftmetricseditorsgroup" value="rptexpeditors"/>... <allow roles="rptexpeditors"/> 3. Save the file. Step 36: Verify the Report Expert installation TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target Database server computer. To verify the Report Expert installation: 1. On the Start screen, type any part of the name Report Expert, and then click its shortcut. TIP By default, Report Expert is located in the following directory: C:\Program Files (x86)\rockwell Software\Report Expert\RE.url The Internet Explorer window and the Windows Security dialog box appear. 2. In the Windows Security dialog box, type the user name and the password to the computer on which you have configured ODBC for RSBizWare. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

202 Chapter 4 Migrating RSBizWare For the all-in-one installation, this will be the local computer. For the installation on two computers, this will be the RSBizWare server computer. If you have installed and configured Report Expert successfully, the Report Expert welcome page appears. Step 37: Start your FactoryTalk Transaction Manager configuration TIP If you are migrating the RSBizWare suite to two computers, perform the following steps on the Target RSBizWare server computer. To start your restored FactoryTalk Transaction Manager configuration: 1. On the Start screen, type any part of the name Configuration Console, and then click its shortcut. TIP: By default, the Service Console is located in the following directory: C:\Program Files (x86)\rockwell Software\RSBizWare\RSBizWare Production Client.exe The Configuration Console window and the RSBizWare Login dialog box appear. 202 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

203 Migrating RSBizWare Chapter 4 2. In the User text box, type the name of the user of your RSBizWare SQL Server database. 3. In the Password text box, type the user password. 4. In the Server text box, type or select from the list the name of the computer on which you have installed the RSBizWare SQL Server database: If your RSBizWare SQL Server database is on the computer on which you are performing these steps, select localhost. If your RSBizWare SQL Server database is on the target database server computer, select the name of this computer. 5. Click Login. 6. On the welcome page, under FactoryTalk Historian/Metrics Tasks, click: The FactoryTalk Transaction Manager Configurations dialog box appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

204 Chapter 4 Migrating RSBizWare 7. Select your restored configuration, and then click Start. Once the configuration is started, its traffic lights icon changes to green. Congratulations! You have successfully completed the migration of your RSBizWare environment. You are now ready to start the Configuration Console and begin to use the products. 204 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

205 Chapter 5 Post-installation tasks Additional settings are required to use RSBizWare properly with Microsoft Windows operating systems and Internet Explorer, which provide additional security features intended to protect your system from unknown programs and web sites. Configuring Internet Explorer trusted sites To view RSBizWare reports properly with Internet Explorer, you need to add the name of the RSBizWare server to trusted sites in Internet Explorer. To configure trusted sites: 1. Open Internet Explorer. 2. On the Tools menu, click Internet Options. The Internet Options dialog box appears. 3. Go to the Security tab, click Trusted Sites, and click Sites. The Trusted Sites dialog box appears. 4. Under Add this Web site to the zone, type ServerName is the name of the RSBizWare server as shown in the System Properties in Control Panel. 5. Click Add. 6. Click Close, and then click OK. Installing RSBizWare Sample Data To import the sample data into the RSBizWare database: 1. Go to Start > All Programs > Rockwell Software > FactoryTalk Tools > Database Wizard. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

206 Chapter 5 Post-installation tasks The Database Load and Update Wizard appears. 2. Click Next. The Product and Database Connection page appears. 3. In the ODBC DSN list, select your ODBC data source. 4. In the User text box, type the user name of your RSBizWare database owner. 5. In the Password box, type the password of your RSBizWare database owner. 6. Click Connect. Under Available Product Modules, a list of sample data appears. 7. Select the data that you want to import. 8. Click Finish. The Processing page with the import status appears. After the import is complete, the Completing the Database Load and Update Wizard page appears. 9. Click Close. 206 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

207 Chapter 6 Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 If your current RSBizWare environment is maintained on: Microsoft Windows Server 2003 R2 with Service Pack 2 Microsoft SQL Server 2005 Standard Edition with Service Pack 3 Migrate it to the latest version following the steps presented in "Migrating RSBizWare (page 109)". If your current RSBizWare environment is maintained on: Microsoft Windows Server 2008 R2 with Service Pack 1 Microsoft SQL Server 2008 R2 Standard Edition with Service Pack 1 Upgrade it to the latest version following the steps presented in this chapter. In this chapter you will learn about the following: Preparing for the upgrade (page 208) Upgrading FactoryTalk Services Platform (page 209) Upgrading the RSBizWare suite (page 210) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

208 Chapter 6 Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 Preparing for the upgrade If you are upgrading from a prior version of the FactoryTalk Metrics or FactoryTalk Historian Classic software, there are several things that you should take into consideration before you proceed with the upgrade: It is recommended that you create a backup copy of your RSBizWare database, FactoryTalk Transaction Manager configurations, and sesame.dat file - located in the directory into which the software was installed - before beginning the upgrade process. The RSBizWare software will automatically upgrade your RSBizWare database as part of the configuration process. However, you may want also to consider upgrading your SQL server to the newest version supported by RSBizWare. For up-to-date information on hardware and software requirements, consult Rockwell Automation Product Compatibility and Download Center ( For details on upgrading SQL Server, refer to the Microsoft SQL Server documentation. Before upgrading your automation system software from an earlier version of FactoryTalk Services Platform, take note of the following key points: You must remove all Rockwell Automation products that depend on FactoryTalk before removing and reinstalling the FactoryTalk Services Platform on the same computer. The FactoryTalk Services Platform, and all of the FactoryTalk-enabled software products participating in the same automation system, must be part of the same Coordinated Product Release (CPR). To upgrade to a new version of FactoryTalk Services Platform, all participating 208 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

209 Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 Chapter 6 software products must also be upgraded to compatible versions. For a networked automation system, upgrade the computer hosting the Network Directory Server first, and then upgrade the client computers on the network. After installing FactoryTalk Services Platform, reinstall the software products that you plan to use in the automation system. All of the participating FactoryTalk-enabled software products must be compatible with this version of FactoryTalk Services Platform. Upgrading FactoryTalk Services Platform To upgrade FactoryTalk Services Platform: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. NOTE 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. 2. On the Welcome page, click FactoryTalk Metrics > Installation > Install FactoryTalk Services Platform. The installation wizard checks for installed applications, and then displays a message informing you that a previous version of FactoryTalk Services Platform is installed. Click OK to proceed with the upgrade. The previous version of FactoryTalk Services Platform is removed and the installation wizard appears. 3. Follow the on-screen instructions to complete the process. For details, see "Step 3: Install FactoryTalk Services Platform (page 42)". Rockwell Automation Publication BZWARE-IN001M-EN-P-June

210 Chapter 6 Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 During the installation, the wizard backs up existing FactoryTalk Directories, configures a FactoryTalk Local Directory and a FactoryTalk Network Directory. The Configuring FactoryTalk Directory dialog box displays the names of the files to which the existing FactoryTalk Directories have been backed up and the name of the Windows folder where the backup files are written. Backup locations are also logged to FactoryTalk Diagnostics. NOTE The RSBizWare products make use of the Network Directory only. Upgrading the RSBizWare suite To upgrade the RSBizWare suite: 1. Run the RSBizWare installation DVD. The RSBizWare installation wizard appears. NOTE 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. 2. On the Welcome page, click FactoryTalk Metrics > Installation > Install RSBizWare. 3. The installation wizard checks for installed applications, and then displays a message informing you that a previous version of the RSBizWare suite is installed. Click OK to proceed with the upgrade. 4. The previous version of the RSBizWare suite is removed and the installation wizard appears. 5. Follow the on-screen instructions to complete the process. For details, see "Step 13: Install RSBizWare (page 66)". 210 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

211 Chapter 7 Administering RSBizWare servers To perform the server administration tasks, you must have the Windows System Administrator privilege, and your user account must be a member of the local administrator user group. Starting and stopping RSBizWare servers NOTE In order to start or stop a remote server successfully, your Windows user account must have permission to access the remote machine with specific permission to start and stop Windows service programs. In the Service Console, the traffic light to the left of the Information Services Manager or Metrics Server Manager name in the Security Services Manager tree indicates the server run mode. This icon: Indicates that the server is: Not running. Any attempts to change the server settings or connect a client to the server will be unsuccessful. To start the server, right-click it, and then click Start Server. In configuration mode. The server is running, but you may change only server settings for the server. Any attempts to connect a client to the server will be unsuccessful. After you have configured the server settings, you can stop the server and restart it. To restart the server, right-click it, and then click Restart Server. Running. When a server is running, you can change server settings, connect clients to the server, and configure external data sources. To stop the server, right-click it, and then click Stop Server. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

212 Chapter 7 Administering RSBizWare servers Managing Information Services Manager scheduled items The Configuration Console supports the ability to schedule reports to be performed at some time in the future. To view a list of reports scheduled by the Configuration Consoles that are connected to a particular Information Services Manager: In the Service Console, expand your Information Services Manager tree item, and then click Scheduled Items. The list of scheduled reports appears in the right pane of the window. Use this list to view the reports and to delete scheduled reports that are no longer necessary. To delete a scheduled report: Click a report, and then click Remove. Managing Information Services Manager external data sources The reporting features of the Configuration Console can be applied to data that exists outside of the RSBizWare database. Before you can report on the data in an external database table or view, you need to create an external data source. An external data source is a connection to any SQL Server or Oracle database that a server can communicate with using ODBC. After you have created the external data source, it will be available to users when they create new report data sources to access tables or views in the external database. To create a new external data source (DSN): 1. In the Service Console, expand your Information Services Manager tree item, an then click External Data Sources. The list of external data sources appears in the right pane of the window. 2. Click Add. 212 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

213 Administering RSBizWare servers Chapter 7 The Data Source Properties dialog box appears. 3. In the Server DSN list, select the name of the ODBC Server DSN that the server will use to access the external database. The available DSNs are the ones that exist on the computer where the Information Services Manager is running. 4. In the Description box, type a description of the external data source. The description will appear in the list of available data sources in the Report Data Source Wizard in the Configuration Console. 5. In the User box, type the user name that the server will use to connect to the data source. 6. In the Password box, type the user password. 7. In the Max Connections box, type the number of connections that the server will maintain to this external data source in order to service requests from clients. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

214 Chapter 7 Administering RSBizWare servers Client requests can share a single connection, but more than one connection may help reduce delays for multiple client requests. 8. Click Test Connection. If the connection attempt is successful, the following message appears: 9. Click OK. Now the tables and views in your external data source will be available to users when they create new report data sources. Handling temporary database connection loss in the Information Services Manager If the connection between the Information Services Manager and the database (Oracle or SQL Server) is broken, and the error message that the server receives from the database is one of the errors known by the server to cause temporary database connection loss, the server will attempt to reconnect to the database without user intervention. Errors known by the Information Services Manager to cause temporary database connection loss: General ODBC errors: Oracle-only errors: S S S Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

215 Administering RSBizWare servers Chapter 7 General ODBC errors: S1008 S1009 S1010 S Oracle-only errors: If the server does not recognize the error message, the server will look for a text file called dberrors.txt that may contain additional error numbers. If the server finds the text file, and the database error matches any of the entries in the text file, the server will attempt to reconnect to the database. However, if the server does not recognize the error message and is unable to find the text file, or the text file does not contain the error message, the server will be disabled and will need to be restarted manually. NOTE If the Metrics Server Manager encounters one of the general errors, it will attempt to reconnect to the database. However, the Metrics Server Manager will not attempt to look for errors in the dberrors.txt file. The dberrors.txt file is a text file that you can create and maintain to tell the Information Services Manager about any additional database error messages that your organization would like to consider as typically signaling temporary database connection loss. To create the dberrors.txt file: 1. Open a text editor. 2. Type the numbers of the database error messages that you expect to cause temporary database connection loss on your system. The file should contain a single database error number per line for every additional database error. NOTE While some of the general ODBC errors contain characters, only numeric values may be entered in the dberrors.txt file. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

216 Chapter 7 Administering RSBizWare servers For example, if you expect the Oracle ORA and ORA errors to cause temporary database connection loss on your system, enter 8114 and in separate lines in the text file: 3. Save the text file as dberrors.txt in the directory where the RSBizWare software was installed. By default, the RSBizWare software is installed in: C:\Program Files (x86)\rockwell Software\RSBizWare. The Metrics Server Manager settings file NOTE All registry values specified are located in the HKEY_LOCAL_MACHINE\Software\Rockwell Software\PlantMetrics\Current Configuration\OnyxServer registry key. To allow the Metrics Server Manager to make more efficient use of memory, manage the processing of RSL files better, and release all unused memory back to the operating system, a Metrics Server Manager Settings file is available. The PlantMetricsServerSettings.xml file will be created in the directory from which the Metrics Server Manager runs (the default location is C:\Program Files (x86)\rockwell Software\RSBizWare) the first time the Metrics Server Manager is started. All relevant Metrics Server Manager-specific settings used in previous releases will be extracted from the registry and - along with additional values that were formerly hard coded - will be stored in the newly created file. 216 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

217 Administering RSBizWare servers Chapter 7 The following Metrics Server Manager-specific settings can be stored in the file: Value name (units) LogLocation ServerCalls (On or Off) LogLocation RSSqlThreadGeneral (On or Off) LogLocation RSSqlRSLFileDetail (On or Off) LogLocation ScheduleThread (On or Off) LogLocation CalcThreadGeneral (On or Off) LogLocation CalcThreadSchedule (On or Off) LogLocation CalcThreadData Details (On or Off) LogLocation CalcThreadCalculation (On or Off) LogLocation CalcThreadEvent Detail (On or Off) Default value On Off On Off On Off On On On Description Location in pre-rsbizware 9.0 software Turns the application-specific informational and debug-level logging on or off for function calls at the global server level. Turns the application-specific informational and debug-level logging on or off for general processing messages from the FactoryTalk Transaction Manager process thread. Turns the application-specific informational and debug-level logging on or off for RSL file content messages from the FactoryTalk Transaction Manager process thread. Turns the application-specific informational and debug-level logging on or off for Schedule thread messages. Turns the application-specific informational and debug-level logging on or off for general processing messages in the Calculator thread. Turns the application-specific informational and debug-level logging on or off for time pattern schedule processing messages in the Calculator thread. Turns the application-specific informational and debug-level logging on or off for data processing messages from the Calculator thread. Turns the application-specific informational and debug-level logging on or off for OEE calculation messages in the Calculator thread. Turns the application-specific informational and debug-level logging on or off for event processing messages in the Calculator thread. The LogLocation registry value, with bit 1 set in the hexadecimal bitmask. The LogLocation registry value, with bit 2 set in the hexadecimal bitmask. The LogLocation registry value, with bit 4 set in the hexadecimal bitmask. The LogLocation registry value, with bit 8 set in the hexadecimal bitmask. The LogLocation registry value, with bit 10 set in the hexadecimal bitmask. The LogLocation registry value, with bit 20 set in the hexadecimal bitmask. The LogLocation registry value, with bit 40 set in the hexadecimal bitmask. The LogLocation registry value, with bit 80 set in the hexadecimal bitmask. The LogLocation registry value, with bit 100 set in the hexadecimal bitmask. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

218 Chapter 7 Administering RSBizWare servers Value name (units) LogLocation CalcThreadFault Metrics (On or Off) LogLocation CalcThreadMachine State (On or Off) LogLocation ServerRequests (On or Off) LogLocation DataProcessing Queue (On or Off) LogLocation Memory Management (On or Off) Default value Off Off Off Off Off Description Location in pre-rsbizware 9.0 software Turns the application-specific informational and debug-level logging on or off for fault metric calculation messages in the Calculator thread. Turns the application-specific informational and debug-level logging on or off for machine state calculation messages in the Calculator thread. Turns the application-specific informational and debug-level logging on or off for server request handling. Turns the application-specific informational and debug-level logging on or off for data processing queue handling. Turns the application-specific informational and debug-level logging on or off for messages in the Memory Management thread. StartupRSLAgeLimit (Minutes) 10 Discards the first RSL file processed if it is as many minutes older than the current time as specified in the value. InitializeFromSingle Timestamp (1 or 0) ShiftRecursion Duration (Minutes) Summarization Overlap (Seconds) DataQueueSleep Threshold (# of Data Queue Items) Initialize data collection from a single timestamp provided by the heart beat transactions and discard data that is older than the initializing time. 0 - Use all data regardless of the timestamp. 60 The amount of time used to recursively search for the start of the current shift. 2 Summarization criteria changes that occur within this amount of time will be considered a single change and will not generate multiple summarizations. 100 The number of items waiting to be processed. If the number is exceeded, the Calculator thread remains awake for a small amount of time not to consume all the CPU time. This is the number of items indicating that the server is busy enough so that it does The LogLocation registry value, with bit 200 set in the hexadecimal bitmask. The LogLocation registry value, with bit 400 set in the hexadecimal bitmask. The LogLocation registry value, with bit 1000 set in the hexadecimal bitmask. The LogLocation registry value, with bit 4000 set in the hexadecimal bitmask. This value did not exist in versions of the software prior to RSBizWare 9.0. The RSL Check Time Duration registry value. The Init Values Type registry value. The Shift Recurse Gap registry value. The Summarization Gap registry value. The Sleep Threshold registry value. 218 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

219 Administering RSBizWare servers Chapter 7 Value name (units) DataQueueWarning Threshold (# of Data Queue Items) DataQueueError Threshold (# of Data Queue Items) DatabaseUpdate Interval (Seconds) WarningDatabase Update Interval (Seconds) EnabledWorkcell PollingRate (Minutes) PartCountBuffering Duration (Seconds) MaxMemoryUsage (KB) MinMemoryProcess Duration (Minutes) Default value Description Location in pre-rsbizware 9.0 software not need to sleep. 500 or 5 * The number of items waiting to be Sleep processed. When the number is reached, a warning log message is generated and the database update rate is changed to the configured warning state update rate or The number of items waiting to be 10 * processed. When the number is reached, an Sleep error log message is generated and the database will only be updated when summarizations occur. 30 The frequency with which the Calculator thread will update the database with calculated values during normal processing. 300 The frequency with which the Calculator thread will update the database with calculated values while the server is in a warning state. 10 The frequency with which the Metrics Server Manager checks the database for newly enabled or disabled workcells. 10 The frequency with which the Calculator thread will buffer part counts before performing an OEE calculation operation. 0 No limit The Metrics Server Manager monitors the process memory size; if the server exceeds the limit set in this value, the server halts the processing of RSL files until enough items have been released to handle the number of records in the current RSL file. Setting the value to zero means no limit. Any value below 50,000 will be ignored. 5 The Metrics Server Manager tracks the number of records in each RSL file and the time during which the RSL file was processed to determine the amount of memory needed for the amount of time specified. The server will keep enough This value was hardcoded in previous versions of the software. This value was hardcoded in previous versions of the software. This value was hardcoded in previous versions of the software. This value did not exist in versions of the software prior to RSBizWare 9.0. This value was hardcoded in previous versions of the software. This value was hardcoded in previous versions of the software. This value did not exist in versions of the software prior to RSBizWare 9.0. This variable was created to resolve a problem with the server crashing when handling large numbers of RSL files. This value did not exist in versions of the software prior to RSBizWare 9.0. This variable was created to allow the server to release unused memory back to the operating system. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

220 Chapter 7 Administering RSBizWare servers Value name (units) Default value Description Location in pre-rsbizware 9.0 software memory to process data for as many minutes as specified in the value and may release memory back to the system when more memory has been allocated to process a large influx of RSL files. 220 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

221 Chapter 8 Controlling access to your RSBizWare system In this chapter you will learn about the types of activations and privileges available for the RSBizWare suite. In order to assign activations, you need first to: 1. Install FactoryTalk Activation. For details, see: Step 4: Install FactoryTalk Activation (page 44) 2. Configure FactoryTalk Activation. For details, see: Step 5: Configure FactoryTalk Activation (page 45) 3. Register the RSBizWare servers. For details, see: 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) Activation and security activities are performed in the following components of the RSBizWare suite: Activity: Creating user groups and users Performed in: FactoryTalk Administration Console See "Step 12: Configure FactoryTalk groups and users (page 60)". Rockwell Automation Publication BZWARE-IN001M-EN-P-June

222 Chapter 8 Controlling access to your RSBizWare system Activity: Assigning server activations Assigning client activations to users Assigning application privileges to users and groups Assigning default object permissions to users and groups Assigning custom object permissions to users and groups Performed in: Service Console See "Step 17: Assign activations to RSBizWare servers (page 79)". Service Console See "Step 18: Assign client activations to users (page 81)". Service Console See "Step 19: Assign application privileges to users (page 82)". Service Console. See "Configuring default object permissions (page 238)". Configuration Console. See the Configuration Console online help, section "Set permissions". Software activation options RSBizWare security is managed by a Windows service called the Security Services Manager. The Security Services Manager makes use of the Windows security system and is responsible for management of the activations and user accounts for RSBizWare products across the enterprise. The following activation types are available for FactoryTalk Metrics and FactoryTalk Historian Classic: Server activations. Client activations: Runtime client activations. Author client activations. Server activations for FactoryTalk Metrics Server activations are based on the total number of activity areas that are monitored by FactoryTalk Metrics. The activity areas may be workcells, lines, areas, sites, and/or enterprises. 222 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

223 Controlling access to your RSBizWare system Chapter 8 A workcell is counted against the license when it is enabled in the Configuration Console. After your server reaches its workcell limit, you will not be able to enable any more workcells. The server activations include new activations for the Manual Data Editing (MDE) workcells. The licenses are required to: Create manual workcells without using any data points during the configuration. Create manual events that have no link with data points. NOTE If there is no valid MDE activation, or the limit of available MDE activations is exceeded, a warning message appears. Server activations are cumulative. For example, you can install a 100 workcell activation as well as a 10 workcell activation and assign both activations to the same Information Services Manager for a total of 110 workcells. NOTE Any FactoryTalk Metrics server activation will also activate 25 FactoryTalk Historian Classic time-series reporting tags. Server activations for FactoryTalk Historian Classic Server activations are based on the total number of reporting tags that can be configured. These reporting tags can reference data points from your control system collected natively with FactoryTalk Historian Classic, as well as those referenced in other report data sources, such as custom database tables. After your server reaches its reporting tag limit, you will not be able to configure additional reporting tags. Server activations are cumulative up to the 70,000 reporting tag limit. For example, you can install a 1500 reporting tag activation as well as a 150 reporting tag activation and assign both activations to the same Information Services Manager for a total of 1650 reporting tags. However, you cannot install a 70,000 reporting tag activation and a 5000 reporting tag activation and assign both activations to Rockwell Automation Publication BZWARE-IN001M-EN-P-June

224 Chapter 8 Controlling access to your RSBizWare system the same Information Services Manager for a total of 75,000 reporting tags. NOTE Any FactoryTalk Historian Classic server activation will also activate a single FactoryTalk Metrics workcell. To view the total number of licensed reporting tags: 1. Open the Configuration Console. 2. On the Tools menu, click FactoryTalk Historian > Manager Time-Series Reporting Tags. The Time-Series Reporting Tags dialog box appears. At the bottom of the dialog box, in the Total Tags Licensed box, the total number of licensed reporting tags is displayed. Client activations for FactoryTalk Metrics Client activations allow users to simply view previously created FactoryTalk Historian Classic and FactoryTalk Metrics reports (Runtime activations), or to view previously created FactoryTalk Historian Classic and FactoryTalk Metrics reports and to author new FactoryTalk Metrics reports (Author activations). Within a particular client activation, access is restricted by the privileges and permissions that have been granted to security groups and individual users. RSBizWare Runtime Client activations The RSBizWare Runtime client activations allow users to view FactoryTalk Historian Classic and FactoryTalk Metrics reports interactively using Microsoft Internet Explorer, the Configuration Console, or RSBizWare ActiveX controls embedded in other applications like RSView32. The activations are assigned to an Information Services Manager and determine the total number of concurrent 224 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

225 Controlling access to your RSBizWare system Chapter 8 runtime users who are permitted to login and view reports at the same time. This allows the System Administrator greater flexibility managing user activations. The following types of the RSBizWare Runtime Client activations are available: Single-User Runtime Client activations Assign these activations to the Information Services Manager in sufficient quantity to accommodate the total number of concurrently connected Runtime users. Unlimited-User Runtime Client activation Assign these activations to the Information Services Manager if you want to allow any number of users (limited by hardware availability and network performance) to connect concurrently. This option is recommended if a large number of concurrent users is expected. FactoryTalk Metrics Author activations The Author activations are single-user activations that add the ability to configure the FactoryTalk Metrics application, configure data collection, develop custom reports, and publish them for use by runtime users. One FactoryTalk Metrics Author activation is included with each Metrics Server Manager activation. The FactoryTalk Metrics Author activations are assigned to individual user accounts. However, these activations determine the total number of concurrent users who are permitted to log on and perform authoring functions at the same time. This allows the System Administrator to assign all potential authoring users a FactoryTalk Metrics Author activation provided the concurrent number of logged on authors does not exceed the total number of FactoryTalk Metrics Author activations installed. Additional authoring privileges (such as Manage Performance Parameters, Manage Rockwell Automation Publication BZWARE-IN001M-EN-P-June

226 Chapter 8 Controlling access to your RSBizWare system Time Pattern, and many others) are individually assigned to users at the system administrator s discretion. Client activations for FactoryTalk Historian Classic Client activations allow users to simply view previously created FactoryTalk Historian Classic and FactoryTalk Metrics reports (Runtime activations), or to view previously created FactoryTalk Historian Classic and FactoryTalk Metrics reports and to author new FactoryTalk Historian Classic reports (Author activations). Within a particular client activation, access is restricted by the privileges and permissions that have been granted to security groups and individual users. RSBizWare Runtime Client activations The RSBizWare Runtime client activations allow users to view FactoryTalk Historian Classic and FactoryTalk Metrics reports interactively using Microsoft Internet Explorer, the Configuration Console, or RSBizWare ActiveX controls embedded in other applications like RSView32. The activations are assigned to an Information Services Manager and determine the total number of concurrent runtime users who are permitted to login and view reports at the same time. This allows the System Administrator greater flexibility managing user activations. The following types of the RSBizWare Runtime Client activations are available: Single-User Runtime Client activations Assign these activations to the Information Services Manager in sufficient quantity to accommodate the total number of concurrently connected Runtime users. Unlimited-User Runtime Client activation Assign these activations to the Information Services Manager if you want to allow any number of users (limited 226 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

227 Controlling access to your RSBizWare system Chapter 8 by hardware availability and network performance) to connect concurrently. This option is recommended if a large number of concurrent users is expected. FactoryTalk Historian Classic Author activation The Author activations are single-user activations that add the ability to configure FactoryTalk Historian Classic data collection, develop custom reports, and publish them for use by runtime users. One FactoryTalk Historian Classic Author activation is included with each FactoryTalk Historian Classic Server activation. FactoryTalk Historian Classic Author activations are assigned to individual user accounts. However, these activations determine the total number of concurrent users who are permitted to log on and perform authoring functions at the same time. This allows the System Administrator to assign all potential authoring users a FactoryTalk Historian Classic Author activation provided the concurrent number of logged on authors does not exceed the total number of FactoryTalk Historian Classic Author activations installed. Additional authoring privileges (such as Manage Reporting Tags, Add Time-Series Comment, and many others) are individually assigned to users at the system administrator s discretion. Example: FactoryTalk Metrics activation Let s say our factory has 100 employees running three shifts per day. Each shift has 10 individuals who need to view RSBizWare reports, and 2 individuals who configure FactoryTalk Metrics data collection and/or author reports. FactoryTalk Metrics collects, logs, and reports on 35 workcells. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

228 Chapter 8 Controlling access to your RSBizWare system We have: 30 runtime users across all shifts, 10 of which could be concurrently logged on (based on shift). 6 authoring users across all shifts, 2 of which could be concurrently logged on (based on shift). In this scenario, a total of 36 user accounts would be configured or imported from the Windows domain, and 6 of those users would be given authoring privileges. Our factory would need to purchase the following activations: (1) 9358-PLTM2300ENE FactoryTalk Metrics Server Manager with 25 Workcell Limit (1) 9358-PLTM2200ENE FactoryTalk Metrics Server Manager with 10 Workcell Limit (10) 9358-BIZ1C0PENE RSBizWare Single-User Runtime Client Our factory is activated for a total of 12 concurrent users 10 of which are runtime-only users, and an additional 2 users are authoring/configuring. Remember that each FactoryTalk Metrics Server Manager activation includes an Author activation so this would give us a total of 2 Single-User Author Client activations. After the activations are loaded onto the computer that is running the Security Services Manager, the activations are assigned as follows: The FactoryTalk Metrics Server Manager activations and the 10 RSBizWare Runtime Client activations are assigned to the appropriate Information Services Manager. A FactoryTalk Metrics Author activation is assigned to each of the 6 authoring users (2 per shift). 228 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

229 Controlling access to your RSBizWare system Chapter 8 Example: FactoryTalk Historian Classic activation Let s say our factory has 100 employees running three shifts per day. Each shift has 10 individuals who need to view RSBizWare reports, and 2 individuals who configure FactoryTalk Historian Classic data collection and/or author reports. FactoryTalk Historian Classic collects, logs, and reports on 1625 tags. We have: 30 runtime users across all shifts, 10 of which could be concurrently logged on (based on shift). 6 authoring users across all shifts, 2 of which could be concurrently logged on (based on shift). In this scenario, a total of 36 user accounts would be configured or imported from the Windows domain, and 6 of those users would be given authoring privileges. Our factory would need to purchase the following activations: (1) 9358-HSTS2300 FactoryTalk Historian Classic Server with 1,500 Reporting Tag Limit (1) 9358-HSTS2100 FactoryTalk Historian Classic Server with 150 Reporting Tag Limit (10) 9358-BIZ1C0PENE RSBizWare Single-User Runtime Client activations Our factory is activated for a total of 12 concurrent users 10 of which are runtime-only users, and an additional 2 users are authoring/configuring. Remember that each FactoryTalk Historian Classic Server activation includes an Author activation so this would give us a total of 2 Single-User Author Client activations. After the activations are loaded onto the computer that is running the Security Services Manager, the activations are assigned as follows: Rockwell Automation Publication BZWARE-IN001M-EN-P-June

230 Chapter 8 Controlling access to your RSBizWare system The FactoryTalk Historian Classic Server activations and the 10 RSBizWare Runtime Client activations are assigned to the appropriate Information Services Manager. A FactoryTalk Historian Classic Author activation is assigned to each of the 6 authoring users (2 per shift). FactoryTalk Historian for Batch activation options FactoryTalk Historian for Batch activation is based on the total number of Batch Units or Batch Servers in your system and the activations are cumulative. For example, you can install two 3-unit activations for a total of 6 units. NOTE It is not necessary to assign FactoryTalk Historian for Batch activations to specific servers. However, you will need to assign your FactoryTalk Historian Classic server activation to a server and your RSBizWare client activation to users. There are the following types of activation options: FactoryTalk Historian for Batch module for 3 units Use this activation for systems with up to three S88 defined units. The activation includes a FactoryTalk Historian Classic Server with 150 Reporting Tag Limit activation and an RSBizWare Single-User Author Client activation. FactoryTalk Historian for Batch module connection to 1 Batch Server Use this activation for systems with a single Batch Server. The activation includes a FactoryTalk Historian Classic Server with 300 Reporting Tag Limit activation and an RSBizWare Single-User Author Client activation. FactoryTalk Historian for Batch module connection to 1-3 Batch Servers Use this activation for systems with up to three Batch Servers. 230 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

231 Controlling access to your RSBizWare system Chapter 8 The activation includes a FactoryTalk Historian Classic Server with 1500 Reporting Tag Limit activation and an RSBizWare Single-User Author Client activation. Managing FactoryTalk user groups and users User accounts are used to authenticate, and authorize or deny access to individual users in your FactoryTalk automation system. User accounts are also used to audit user activity. A user group account is a collection of user accounts that you can use to simplify the administration of security permissions. Users belonging to a particular group receive all of the permissions and rights that you assign to the group. By changing a user's group memberships, you can quickly change the resources to which the user has access. The process of creating FactoryTalk users was already discussed in the following sections: "Step 12: Configure FactoryTalk groups and users (page 60)" "Configure Windows-linked FactoryTalk users (page 60)" "Configure FactoryTalk users (page 64)" In this chapter you will learn about: "Configuring FactoryTalk user groups (page 231)" "Configuring Windows-linked user groups (page 233)" "Updating the Service Console with users and groups changes (page 235)" Configuring FactoryTalk user groups To create a FactoryTalk user group: 1. Open the FactoryTalk Administration Console. 2. Expand System > Users and Groups. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

232 Chapter 8 Controlling access to your RSBizWare system 3. Right-click the User Groups folder, and then click New > User Group. The New User Group dialog box appears. 4. In the Name box, type a name for the group. 5. In the Description box, type a description of the group. 6. Click Add. 232 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

233 Controlling access to your RSBizWare system Chapter 8 The Select User or Group dialog box appears. 7. Select the user accounts which you want to assign as members of the group, and then click OK. 8. In the New User Group dialog box, click OK. The new user group appears under User Groups. 9. Refresh the list of users and groups in the Service Console (page 235) to propagate the changes. NOTE If you decide to add users to the Administrators group in the FactoryTalk Administration Console, bear in mind that all the FactoryTalk Security user accounts that belong to this group will automatically gain full permissions on all RSBizWare objects (reports, report data sources, report objects, and filters). Configuring Windows-linked user groups NOTE To access Quick Web as a Windows-linked user, a user must have Windows login access rights to the computer running the Information Services Manager. To add a Windows-linked user group: 1. Open the FactoryTalk Administration Console. 2. Expand System > Users and Groups. 3. Right-click the User Groups folder, and then click New > Windows-Linked User Group. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

234 Chapter 8 Controlling access to your RSBizWare system The New Windows-Linked User Group dialog box appears. 4. Click Add. The Select Groups dialog box appears. 5. Do either of the following: Under Enter the object names to select, type one or more names of groups, separated by semicolons, and then click Check Names to validate the names. Click Advanced, and then search and select the groups in the Select Groups dialog box. 6. Click OK. 7. In the New Windows-Linked User Group dialog box, click OK. The new linked user group appears under User Groups. 234 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

235 Controlling access to your RSBizWare system Chapter 8 8. Refresh the list of users and groups in the Service Console (page 235) to propagate the changes. Updating the Service Console with users and groups changes If you want group level permissions to take effect on individual users that are added to or removed from the group, refresh the Users and Groups pane in the Service Console. To refresh the Users and Groups pane in the Service Console: 1. Open the Service Console. 2. Expand Security Services Manager > Administration. 3. Click Users and Groups. 4. In the right pane of the window, under Users, click Refresh. TIP Only the FactoryTalk groups that have at least one user assigned to them will be displayed under Groups. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

236 Chapter 8 Controlling access to your RSBizWare system 236 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

237 Chapter 9 Managing user access Client activations control the functions that an individual user is permitted to perform on a specific RSBizWare server. Access to the content on that server is further restricted by assignment of application privileges and object permissions. The process of managing user access was already discussed in the following sections: "Step 18: Assign client activations to users (page 81)" "Step 19: Assign application privileges to users (page 82)" For information on privileges available with individual client activations, see "FactoryTalk Historian and FactoryTalk Metrics privileges (page 84)". In this chapter you will learn about: "Assigning application privileges to groups (page 237)" "Assigning object permissions to users and groups (page 238)" Assigning application privileges to groups To assign application privileges to groups: 1. Open the Service Console. 2. Expand Security Services Manager > Administration. 3. Click Users and Groups. 4. In the right pane of the window, under Groups, click the group name for which you want to assign application privileges. 5. Click Edit Group Properties. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

238 Chapter 9 Managing user access The Security Control dialog box appears. 6. In the Privileges tab, in the Server Type list, select the type of the server for which you want to assign privileges. 7. In the Server list, select a server of the specified server type. 8. Under Place a check..., select the check box to the left of the privilege that you want to assign to the group. 9. Click OK. See also Step 19: Assign application privileges to users (page 82) Assigning object permissions to users and groups NOTE Before you can assign default permissions to a type of object that is used in the Configuration Console, you must create security groups and users. For details, see "Step 12: Configure FactoryTalk groups and users (page 60)". Object permission is a privilege that is granted to security groups or individual users that allows access to a specific object within the client application. An example of an object permission for which users and groups can be given privileges is the ability to edit a particular report object. There are the following types of object permissions: Default object permissions (page 238). Custom object permissions (page 242). Configuring default object permissions You may set the baseline permissions that will be given to a certain group or user for every instance of an object type that is created. For example, if you want the user "JLSmith" to have permission to edit every report object that is ever created, you need to set the "Edit 238 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

239 Managing user access Chapter 9 Report Object" default security for JLSmith for the "Report Object" object. There are the following types of permissions available: Filter permissions Report permissions Report data source permissions Report object permissions (page 240) Filter permissions There are the following filter permissions: Item Delete Filter Edit Filter Edit Filter Security View Filter Description Allows the selected users or groups to delete the filter. Author Licenses only. Allows the selected users or groups to make changes to the filter. Author Licenses only. Allows the selected users or groups to grant security permissions for the filter to other users or groups. Author Licenses only. Allows the selected users or groups to view the filter. Report permissions There are the following report permissions: Permissions Delete Report Edit Report Edit Report Security Description Allows the selected users or groups to delete the report. Author Licenses only. Allows the selected users or groups to make changes to the report. Author Licenses only. Allows the selected users or groups to grant security permissions for the report to other users or groups. Author Licenses only. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

240 Chapter 9 Managing user access Permissions View Report Description Allows the selected users or groups to view the report. For the user or group to be able to view the report, you must make sure that the permissions for the report data sources, report objects, and filters (optional) used on this report are also set for the selected user or group. Report data source permissions There are the following report data source permissions: Item Allow <All> Filter Selection Delete Report Data Source Edit Report Data Source Edit Report Data Source Security View Report Data Source Description Allows the selected users or groups to select the (all) filter from any column filter list associated with a report data source. Allows the selected users or groups to delete the report data source. Author Licenses only. Allows the selected users or groups to make changes to the report data source. Author Licenses only. Allows the selected users or groups to grant security permissions for the report data source to other users or groups. Author Licenses only. Allows the selected users or groups to view the report data source. Report object permissions There are the following report object permissions: Permission Delete Report Object Edit Report Object Description Allows the selected users or groups to delete the report object. Author licenses only. Allows the selected users or groups to make changes to the report object. Author licenses only. 240 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

241 Managing user access Chapter 9 Permission Edit Report Object Security View Report Object Description Allows the selected users or groups to grant security permissions for the report object to other users or groups. Author licenses only. Allows the selected users or groups to view the report object. The report object will be available for use by the selected users or groups. Granting default object permissions To grant permissions: 1. In the Service Console, expand the Information Services Manager tree item, and then click Default Permission Settings. In the right pane of the window, a list of default permission settings appears. 2. Select the object type for which you want to set the default permissions, and then click Permissions. The Default Object Security dialog box appears. 3. Click the Users tab. 4. Expand the tree item for the user for whom you want to assign default permissions. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

242 Chapter 9 Managing user access 5. Select the check boxes to the left of the default permissions that you want to grant to the user. 6. Repeat the steps for other users (the Users tab), users groups (the Groups tab), and the general access (the Everyone tab). 7. Click Save. Configuring custom object permissions After you have assigned default permissions for a type of object, the creator of a new object of that type may choose to customize the permissions for his object by revoking a user s permissions for his new object or granting permissions for his new object to a user who does not have the default permission. For example, if JLSmith was given the default "Edit Report Object" permission, we can create a new report object and revoke JLSmith s custom "Edit Report Object" permission for this report object so Smith cannot edit our new report object. Or we can grant the custom "Edit Report Object" permission to another user, LMJones, allowing Jones to edit our report object regardless of whether he has the default "Edit Report Object" permission. Custom object permissions are assigned to users and groups in the Configuration Console. For details, see the Configuration Console online help, section "Configure permissions for an object". 242 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

243 Chapter 10 Configuring data collection The basic configuration of the data collection was already discussed in the following sections: "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)" In this chapter you will learn about: "Types of control connectors for the data collection (page 243)" "Types of enterprise connectors for the data collection (page 244)" "Unregistering FactoryTalk Transaction Manager configurations (page 245)" "Starting and stopping FactoryTalk Transaction Manager configurations (page 248)" "Troubleshooting (page 249)" Types of control connectors for the data collection The FactoryTalk Transaction Manager interfaces with the industrial control system device via a control connector. A control connector is a Windows service that collects data from a data server, such as a PLC and sends it to the FactoryTalk Transaction Manager. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

244 Chapter 10 Configuring data collection You can use the following types of control connectors: Item Dynamic Data Exchange (DDE) RSLinx Classic OPC Generic OPC FactoryTalk LiveData Connector Description The DDE control connector service is provided for legacy connections to DDE servers or to provide functionality that is not supported by the OPC specification. The RSLinx Classic control connector service is the preferred method to use when browsing for data tags that reside in Allen-Bradley Programmable Logic Controllers, except for ControlLogix 555x processor items. You should use Generic OPC control connectors with ControlLogix 555x processors. The Generic OPC control connector service is used to interface with items provided by any OPC server that conforms to OPC interface specifications. FactoryTalk Transaction Manager uses FactoryTalk Live Data to communicate with FactoryTalk Live Data servers, such as RSLinx Classic and RSView Supervisory Edition. FactoryTalk Transaction Manager connects to the FactoryTalk Directory, which allows FactoryTalk Transaction Manager to browse the available data items. This control connector is required if you plan to perform online edits with your configuration. Types of enterprise connectors for the data collection The FactoryTalk Transaction Manager interfaces with the database via an enterprise connector. An enterprise connector is a Windows service that receives data from the FactoryTalk Transaction Manager and logs it to a database. You can use the following types of enterprise connectors: Item ODBC Oracle OCI Description The ODBC enterprise database connector allows you to interface with virtually any ODBC-compliant database including Microsoft Access, Microsoft SQL Server 6.5 or later, IBM DB2 or Sybase. The Oracle Call Interface (OCI) enterprise database connector allows you to connect to database objects from an Oracle server. If you are using Oracle OCI, you need to locally install SQL*NET 2.3x or later, Net8, or Oracle Net services (all from Oracle). You can then connect to an Oracle database versions 9i through 11g. 244 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

245 Configuring data collection Chapter 10 Item Microsoft OLE DB Microsoft COM+ FactoryTalk Metrics SAP Time-series Data Compression Description The Microsoft OLE DB enterprise database connector should only be used for interfacing with Microsoft SQL Server. Microsoft OLE DB allows you to browse an SQL Server database without a data source name (DSN) and is the preferred method of connection. The Microsoft COM+ enterprise application connector allows you to interface with Microsoft COM+ application components. These components must be integrated into a Windows 2000 COM+ environment. RSBizWare-only applications do not support this connector. It is for use only with FactoryTalk Transaction Manager Professional installations. The FactoryTalk Metrics enterprise application connector is used only with FactoryTalk Metrics. The connector stores data in the RSBizWare database. The SAP enterprise application connector allows you to interface with SAP R/3 system modules. RSBizWare-only applications do not support this connector. It is for use only with FactoryTalk Transaction Manager Professional installations. This connector stores time-series data in a pre-defined compressed format in either an Oracle database or a Microsoft SQL Server database. The compressed data point records contain binary data that can only be viewed through FactoryTalk Historian Classic. For a detailed description of data compression and the Compression connector, see "Data Compression (page 269)". Unregistering FactoryTalk Transaction Manager configurations If you no longer want users to be able to use a FactoryTalk Transaction Manager configuration for future data collection within the RSBizWare software, you will need to unregister the configuration. Unregistering a configuration will disassociate the configuration from FactoryTalk Metrics and/or FactoryTalk Historian Classic. Unregistering the configuration will not delete the configuration. The configuration will remain a valid FactoryTalk Transaction Manager configuration and can still be used within the FactoryTalk Transaction Manager software. NOTE You cannot unregister FactoryTalk Transaction Manager configurations that are being used in the FactoryTalk Metrics Performance Parameters for an enabled activity area. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

246 Chapter 10 Configuring data collection To unregister a FactoryTalk Transaction Manager configuration: 1. Open the Service Console. 2. Expand Security Services Manager > Servers > Information Services Manager > Data Collection. 3. Right-click the FactoryTalk Transaction Manager configuration, and then click Stop Configuration. 4. Wait until the configuration is stopped. The traffic light icon next to the configuration changes to. 5. Right-click the FactoryTalk Transaction Manager configuration, and then click Unregister Configuration. The following message appears: 6. Click Yes. The FactoryTalk Transaction Manager Registration Removal Wizard appears. 7. Click Next. 8. On the Which RSBizWare Application page, select the applications from which you want to unregister the configuration. 246 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

247 Configuring data collection Chapter Click Next. If you are unregistering a configuration from FactoryTalk Historian Classic, the Historical Data dialog box appears. 10. Do either of the following: Leave the Delete all historical data... check box cleared, if you do not want to delete the data. Your users will still be able to report on the data. This is the default setting. Select the Delete all historical data... check box, if you want to delete the data that has been collected using this configuration. Your users will not be able to report on the data. 11. Click Next. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

248 Chapter 10 Configuring data collection 12. Click Finish. Starting and stopping FactoryTalk Transaction Manager configurations At this point, there are no FactoryTalk Transaction Manager transactions in the configuration. FactoryTalk Transaction Manager transactions are created when users define time-series data collection (FactoryTalk Historian Classic) or performance parameters (FactoryTalk Metrics). For information on defining time-series data collection, refer to the FactoryTalk Historian Classic User Guide. For information on defining performance parameters, refer to the FactoryTalk Metrics User Guide. After transactions have been created in the FactoryTalk Transaction Manager configuration, the configuration must be started for data collection to occur. To start a configuration: 1. Open the Service Console. 2. Expand Security Services Manager > FactoryTalk Transaction Manager Configurations > FactoryTalk Transaction Manager. 3. Right-click your configuration, and then click Start Configuration. The traffic light icon next to the configuration changes to. To stop a configuration: 1. Open the Service Console. 2. Expand Security Services Manager > FactoryTalk Transaction Manager Configurations > FactoryTalk Transaction Manager. 248 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

249 Configuring data collection Chapter Right-click your configuration, and then click Stop Configuration. The traffic light icon next to the configuration changes to. TIP For more information on traffic light icons, see "Starting and stopping RSBizWare servers (page 211)" Troubleshooting You can view the transaction statistics of a running configuration, which are useful for determining the source of problems when they occur. To view the transaction statistics: 1. Open the Service Console. 2. Expand Security Services Manager > FactoryTalk Transaction Manager Configurations > FactoryTalk Transaction Manager. 3. Click the configuration for which you want to view transaction statistics. The configuration data and statistics appear in the right pane of the window. Transaction statistics include the following: This item: Displays: Total The total number of transactions that have been triggered. Passed The number of transactions that have completed successfully. Failed The number of transactions that have failed. % Passed The number of successful transactions divided by the total number of transactions. Cached The number of transactions that are currently in the Transaction Cache files. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

250 Chapter 10 Configuring data collection This item: DB Passed DB Failed DB Pending Displays: The number of transactions that have been successfully inserted into the database or handed to the Metrics Server Manager. The number of transactions that have not been inserted into the database or handed to the Metrics Server Manager as a result of a database error. The number of transactions that are waiting to be inserted into the database or handed to the Metrics Server Manager. 250 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

251 Chapter 11 Reporting diagnostic messages When an RSBizWare service is running, it generates diagnostic reporting messages that are useful for determining the source of problems when they arise. In this chapter you will learn about the following: Types of diagnostic messages (page 251) Ways of logging diagnostic messages (page 252) Configuring server log files (page 252) Viewing diagnostic logs (page 255) Types of diagnostic messages An RSBizWare service may produce the following types of diagnostic reporting messages: Message type Debug Info Warn Error Fatal Description Low-level debugging messages primarily for technical support. Informational messages for reporting status. An exception condition that may have prevented the server from performing a non-essential action. An exception condition that prevented the server from performing an essential action. An exception condition that caused the server to stop running. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

252 Chapter 11 Reporting diagnostic messages Ways of logging diagnostic messages You can log diagnostic messages using: Log files Choose this method, if you want the diagnostic messages to be written directly to a text file. Microsoft Event Viewer Choose this method, if you want the diagnostic messages to be sent to the Windows Log, and viewed in the Event Viewer on the server computer. Choose this method, if you want the diagnostic messages to be sent via . Your system administrator will be automatically notified when the server produces diagnostic messages of a certain type. For details, see "Configuring server log files (page 252)" and "Viewing diagnostic logs (page 255)". Configuring server log files To configure the log file: 1. Open the Service Console. 2. Expand Security Services Manager > Administration. 3. Click Configure Diagnostic Logs. The diagnostic log configuration appears in the right pane of the window. 252 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

253 Reporting diagnostic messages Chapter In the Log File Source list, select the name of the server or configuration for which you want to configure the log file. 5. In the Location box, either leave the default location of the file or choose another location. 6. In the Number of Messages, Max File Size, and Buffer Size boxes, either leave the default values, or change them. When choosing other values, keep the following in mind: Depending on the type of logging options that you choose and the activity level of the server, the log files can become very large. The Number of Messages and Max File Size values will limit the size of the log file. After the maximum number of messages or the maximum file size is reached, diagnostic logging will "wrap" to the top of the file. While this limits the size of the log file, it does present a risk of losing earlier log messages as the file wraps. The Buffer Size value restricts how often the server writes to the log file. The value represents the number of bytes of diagnostic messages that are buffered before they are written. Using a higher value for the Buffer Size can improve server performance, but it may prevent you from seeing diagnostics messages in near-real time. Using the Rockwell Automation Publication BZWARE-IN001M-EN-P-June

254 Chapter 11 Reporting diagnostic messages Buffer Size of zero will turn off all buffering so that diagnostic messages are written as events occur. 7. In the Number of log file revisions to keep box, type the number of revisions of the log file that you want to store for diagnostic purposes. Keep the following in mind: If you specify a number greater than zero, the server will create a new log file each time it is started, up to the number of revisions specified. After the number of revisions is reached, the server will begin to overwrite the existing log files. 8. Under Logging Options, select the check boxes under each type of the diagnostic messages to associate them with the available ways of logging the messages. NOTE: Since the servers and FactoryTalk Transaction Manager configurations produce a large quantity of debug messages, selecting the Debug option can significantly increase the size of the log file, and significantly affect performance. This option is not recommended unless you are trying to troubleshoot a problem. 9. In the From Address box, type the address from which you want the log report s to be sent. 10. In the To Address box, type the address to which you want to the log report s to be sent. 11. In the Password box, type the password for the address that you provided in the From Address box. 12. In the SMTP Server box, type the name of the outgoing server to be used for sending the log report s. 13. Click Apply. 14. Restart the server or the configuration for which you have set the log file configuration. 254 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

255 Reporting diagnostic messages Chapter 11 Viewing diagnostic logs To view diagnostic logs of a server: 1. Open the Service Console. 2. Expand Security Services Manager > Servers. 3. Click the server for which you want to view the log file. 4. In the right pane of the window, click View Log. To view diagnostic logs of a configuration: 1. Open the Service Console. 2. Expand Security Services Manager > FactoryTalk Transaction Manager Configurations > FactoryTalk Transaction Manager. 3. Click the configuration for which you want to view the log files. 4. In the right pane of the window, click View Configuration Log File or View Merged Log File. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

256 Chapter 11 Reporting diagnostic messages 256 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

257 Appendix A Advanced topics In this chapter you will learn about the following: Remote connection to an RSBizWare server (page 257) Registering the Excel Add-in (page 258) Remote connection to an RSBizWare server RSBizWare clients connect to RSBizWare servers over a TCP/IP socket connection, using the IP address and the port number of the RSBizWare server machine. To allow successful connections between remote RSBizWare clients and RSBizWare servers, network security must be configured to permit access to the server ports. If the Windows Firewall is enabled, network security configuration will be performed for you. If you are running another firewall system, you will need to manually open the following ports to allow inbound and outbound traffic: Open this port: To communicate with: 4120 Information Services Manager 4121 Security Services Manager 4122 Metrics Server Manager 4123 Report Schedule Manager 402 FactoryTalk Transaction Manager Configuration Server The Configuration Console also uses HTTP in addition to raw TCP/IP to communicate to the Information Services Manager. The default HTTP port is However, the HTTP port can be Rockwell Automation Publication BZWARE-IN001M-EN-P-June

258 Appendix A Advanced topics changed through the Server Settings for the Information Services Manager in the Service Console. NOTE Oracle uses port If you are using this version of Oracle, you must set the HTTP port to something other than Registering the Excel Add-in TIP For information on using the Excel Add-in, see the FactoryTalk Metrics User Guide and the FactoryTalk Historian Classic User Guide. The Excel Add-in, which enables you to retrieve RSBizWare data directly into Microsoft Excel, is installed during the installation of the RSBizWare suite. However, the installation of the Excel Add-in only registers the component for the user that is performing the installation. Other users that intend to use the add-in should manually register it for themselves. To register the Excel Add-in: 1. Open the RSBizWare installation DVD. 2. Go to the Support folder. 3. Copy the ExcelAddIn.reg file to the computer. 4. Double-click the file. The following message appears: 5. Click Yes. 258 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

259 Advanced topics Appendix A The following message appears: 6. Click OK. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

260 Appendix A Advanced topics 260 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

261 Appendix B Database tips In this chapter you will learn about the following: Maintaining frequently used RSBizWare tables and indexes (page 261) Using Oracle with RSBizWare (page 262) Maintaining frequently used RSBizWare tables and indexes There are certain RSBizWare database objects - tables and indexes - that are frequently used by RSBizWare database views. The database views are, in turn, used by most RSBizWare reports. The frequent use of these database objects may result in the following: Indexes can become fragmented. Log files can become very large. Tablespaces can fill up. In order to prevent the report performance from degrading, the following database maintenance should be performed on a regular basis: Adding separate tablespaces. Partitioning. Adding additional data files. Purging older data. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

262 Appendix B Database tips The following table lists the frequently used RSBizWare tables and indexes, as well as the RSBizWare components that use them. Frequently used RSBizWare tables and indexes Table Index Component RSDataPointSample RSDataPointSample_IDX1 RSSQL_CMPCOMPRESS RSSQL_CMPCompress_IDX1 FactoryTalk Historian Classic OEEEvent OEEEvent_IDX1 OEEEvent_IDX2 OEEEvent_IDX3 OEEEvent_IDX4 OEEEvent_IDX5 OEEEvent_IDX6 OEEEvent_IDX7 OEEEvent_IDX8 FactoryTalk Metrics OEEStateData OEEState_Data_IDX1 OEEWorkcell OEEWorkcell_IDX1 OEEWorkcell_IDX2 OEEWorkcell_IDX3 OEEWorkcell_IDX4 OEEWorkcell_IDX5 Using Oracle with RSBizWare 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 either a Microsoft SQL Server database or an Oracle database. If you plan to use Oracle, read this chapter to learn about recommended Oracle database settings and to learn how to tune your Oracle database for use with the time-series analysis capabilities of the FactoryTalk Historian Classic application. 262 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

263 Database tips Appendix B Recommended database settings In this section you will learn about the following: Creating tablespaces (page 263) Configuring the database user (page 263) Creating a Net Configuration connection (page 264) Configuring the Oracle ODBC data source (page 265) Creating tablespaces The tablespaces for the RSBizWare installation should contain: Data Index Temp Rollback segments The RSBizWare data model will be loaded into the default tablespace of the user initializing the database. It is recommended that you use Oracle Change Management utilities to move indexes and keys to the index tablespace that you create. For details, refer to the Oracle documentation. Configuring the database user The database user, who will be the owner of the RSBizWare schema, should have the privileges for creating: Procedures Public synonyms Sessions Sequences Rockwell Automation Publication BZWARE-IN001M-EN-P-June

264 Appendix B Database tips Synonyms Tables Triggers Views The user should also be configured to use the following tablespaces: Data. Default tablespace, quota unlimited. Index. Quota unlimited. Temp. Temporary tablespace. Creating a Net Configuration connection A Net Configuration connection is needed in order for processes, such as the Information Services Manager, to connect to the database. Run the Net Configuration Assistant on the computers that will be hosting RSBizWare services such as the FactoryTalk Transaction Manager Enterprise Connector service and the Information Services Manager to create Net Configuration connections to the database. The Oracle database does not need to be running on the same computers as these services. To create a new Net Configuration connection: 1. Name your Net Configuration connection. For example, BW. 2. Select the TCP/IP (Internet Protocol) connection. 3. Type the host name of the computer on which your Oracle database is running. 4. Accept the default port Name the service. For example, BW. 6. Test your connection. 264 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

265 Database tips Appendix B Configuring the Oracle ODBC data source RSBizWare services connect to Oracle using ODBC. Use the ODBC Data Source Administrator to create a new ODBC connection. To create a new ODBC connection to Oracle: 1. Open Data Sources (ODBC) from the Administrative Tools. The ODBC Data Source Administrator dialog box appears. 2. Click the System DSN tab. 3. Click Add. The Create New Database Source dialog box appears. 4. Select the Oracle ODBC Driver. 5. Give the data source a name and description. For example, RSBizWare, and RSBizWare database. 6. Type the service name and the Oracle user name that you defined in the Net Configuration connection. Tuning the Oracle database for FactoryTalk Historian Classic This section is intended for organizations that want to use Oracle as a database solution for the FactoryTalk Historian Classic application. These are suggested database settings that should help you improve performance using FactoryTalk Historian Classic time-series analysis capabilities. It is assumed that you have already installed the RSBizWare software and that you have accepted a typical installation. After you have created your Oracle RSBizWare database, you will need to configure the following settings before you attempt to start the Information Services Manager. Improving the performance of your RSBizWare Oracle database Change the tablespace configuration settings as follows: DATA Tablespace: Change the Size to 500 MB. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

266 Appendix B Database tips Change the % Increase to 10. Turn the Auto Extend ON. Change Initial to 1024 (KB). Check the Unlimited box. ROLLBACK Tablespace: Change the Size to 100 MB. Turn Auto Extend ON. Check the Unlimited box. INDEX Tablespace: Change the Size to 200 MB. Change the % Increase to 10. Turn the Auto Extend ON. Check the Unlimited box. TEMPORARY Tablespace: Change the Size to 250 MB. Change the % Increase to 10. Turn Auto Extend ON. The following are recommended settings for the init.ora file: Add the following line after the control_files line. rollback_segments = (SYSTEM, RB0, RB1, RB2, RB3, RB4, RB5, RB6) Set db_block_buffers to Set sort_area_size to Set sort_area_retained_size to Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

267 Database tips Appendix B Preparing to run the Oracle database After you configured the tablespaces and the init.ora file, you can complete the configuration of your Oracle database. Do the following: 1. Restart the Oracle service for your database. For details, refer to your Oracle documentation. 2. Create a Net Configuration connection. For details, see "Creating a Net Configuration connection (page 264)". 3. Create the Oracle ODBC data source. For details, see "Configuring the Oracle ODBC data source (page 265)". 4. Start the Information Services Manager in the Service Console. For details, see "Starting and stopping RSBizWare servers (page 211)". Rockwell Automation Publication BZWARE-IN001M-EN-P-June

268 Appendix B Database tips 268 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

269 Appendix C Data compression The Time-series Data Compression Enterprise Connector stores time-series data in a predefined compressed format in either an Oracle or a Microsoft SQL Server database. The compressed data point records contain binary data that can only be viewed through the FactoryTalk Historian Classic application. Benefits of using the data compression When an application such as FactoryTalk Historian Classic or RSView32 collects and stores data in a database, it consumes incremental storage space with each data record that is stored. For a given storage medium (usually the database server s hard disk), there is a finite amount of data that can be stored. As a result, the user must be mindful of the amount of stored data, the frequency of data storage, and the size of the storage medium. For example, assume that you have configured your FactoryTalk Historian Classic application to collect and log data for 100 data points from your control system every 10 seconds. The disk space used after a year can be estimated as follows: Without compression, after the amount of logged data approached the disk capacity, the user would typically have to: Increase the total disk size by adding additional disk drives or replace the existing disk with a larger disk. "Archive" the stored data to a backup medium (i.e., a tape drive), freeing disk space for future logging. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

270 Appendix C Data compression Aside from the maintenance considerations involved in these two options, the ultimate result is that the logged data may have to be taken "offline", and may no longer be readily available to users who wish to view and/or report on it. This tends to make the archiving option undesirable. The Time-series Data Compression Enterprise Connector conserves disk space by storing the data in a compressed format. Since the available disk space is used more efficiently, data can be maintained online for longer periods of time. This reduces maintenance costs associated with disk replacement or archiving, and maximizes your investment in your current hardware. How the data compression works The following diagram explains the way the data compression works: The Time-series Data Compression Enterprise Connector is designed to capture time-series data and store it in the database in a compressed format, reducing the size of your data files. Typically, FactoryTalk Historian Classic inserts a new record in the database each time a data point sample is collected. However, with the use of the Time-series Data Compression Enterprise Connector, a user-configured number of data point samples will be collected, 270 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

271 Data compression Appendix C and compressed into a block of data that is then inserted into the database as a single record. The following user-readable summary information is included with the block of data: An internal data point identifier. The time range covered by the compressed data. The maximum and minimum data point samples that were collected. The number of data point samples that make up the compressed record. The number of samples (if any) collected with bad OPC quality. Compression ratio Your individual compression ratio will vary based on several factors, including the nature of the data being collected and transaction parameters such as block size, sample rate, and signal type. For example, steady state data will yield a higher compression factor than random data. For this reason, it can be difficult to exactly predict the compression ratio that you will realize. The following compression ratios were observed based on system testing with data point samples collected once a second, and with a block size of 256: Signal type Compression ratio Steady State 15:1 Saw Tooth 7:1 Random 3:1 Viewing compressed data Compressed data can be graphed and viewed easily using time-series report objects in an RSBizWare report. Depending on the time Rockwell Automation Publication BZWARE-IN001M-EN-P-June

272 Appendix C Data compression range and options selected, the chart will display either individual values for the collected data point obtained by uncompressing the block, or the summary information from the compressed block. Additionally, the Information Services Manager utilizes a powerful sampling algorithm, which may be invoked if a large time span is selected for the chart. Compressed data can also be viewed through the Uncompress view, available only in the SQL Server RSBizWare database. Preparing the SQL Server uncompress view Before using the SQL Server Uncompress view, you need to grant the EXECUTE permissions to the public user for the following stored procedures: sp_oacreate sp_oadestroy sp_oageterrorinfo sp_oamethod sp_oastop To grant the EXECUTE permission for a stored procedure: 1. Open the SQL Server Management Studio. 2. In the Object Explorer, expand Databases > System Databases > master > Programmability > Extended Stored Procedures > System Extended Stored Procedures. 3. Under System Extended Stored Procedures, locate the stored procedure, for example sp_oacreate. 4. Right-click the procedure, and then click Properties. The Extended Stored Procedure dialog box appears. 5. Under Select a page, click Permissions. 6. In the right pane of the window, click Search. 272 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

273 Data compression Appendix C The Select Users or Roles dialog box appears. 7. Under Enter the object names to select, type public, and then click Check Names. 8. Click OK. The name appears under Users or roles. 9. Under Permissions for public, select the Grant check box for the Execute permission. 10. Click OK. 11. Repeat the steps for the other stored procedures. Querying the SQL Server uncompress view To query the data from the Uncompress view, use the following stored procedures in the SQL Server Query Analyzer: Use this stored procedure: To specify: spsetuncompresstimerange <start The time range for which data will be date/time, end date/time> returned. spsetuncompressreportingtag <reporting A single reporting tag for which data will be tag name> returned. NOTE You may further refine your query of the data from the Uncompress view by following the SetUncompress statements with a SELECT statement containing a WHERE clause. The time range and/or reporting tag name that you specify in these stored procedures are kept in the UncompressReportingTags and UncompressTimeRange worktables. To clear the values from the Rockwell Automation Publication BZWARE-IN001M-EN-P-June

274 Appendix C Data compression worktables for the current Query Analyzer session, use the following stored procedures: Use this stored procedure: spclearuncompresstimerange spclearuncompressreportingtag To clear: The time range from the worktable that is created by the spsetuncompresstimerange stored procedure. The reporting tag name from the worktable that is created by the spsetuncompressreportingtag stored procedure. For example: spsetuncompresstimerange ' :00:00', ' :07:00' go spsetuncompressreportingtag 'Injection Molding Pressure - Compression' go select * from Uncompress where ttimestamp >= ' :00:00' and ttimestamp <= ' :03:00' go spclearuncompresstimerange go spclearuncompressreportingtag go Data compression considerations Remember that the Time-series Data Compression Enterprise Connector accumulates data point samples until the number of samples equals the configured block size. At that point, a record is inserted into the database. If you have recently started your FactoryTalk Transaction Manager configuration, and you attempt to chart the compressed data using the RSBizWare time series report object, there may not yet be any data in the database for the report object to chart as its default time range is set to "the last 2 hours". You may need to wait until at least one compressed block of data has been written to the database in order to display your data. 274 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

275 Data compression Appendix C If the data cannot reach the database server, the Data Compression service caches its data on the local hard disk until the database becomes available. When the database becomes available again, the data is automatically sent to the database and the cache files are purged. If you view the Windows Task Manager or Service Control Panel, you may notice the Data Compression service running even though your FactoryTalk Transaction Manager configuration is stopped. Do not manually shut down any compression services. If the services are shut down manually, the data may not be written to the database until the configuration is started again. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

276 Appendix C Data compression 276 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

277 Appendix D Application notes for FactoryTalk Transaction Manager In this chapter you will learn about the following: Setting the real-time clock in a ControlLogix processor using FactoryTalk Transaction Manager (page 278) Getting date/time information from a ControlLogix processor to a database (page 281) Special considerations for a distributed Microsoft COM+ application (page 283) Enabling network COM+ access for COM+ connectors in FactoryTalk Transaction Manager (page 284) Configuring the Oracle 10g Instant Client for FactoryTalk Transaction Manager (page 284) Configuring FactoryTalk Transaction Manager Connectivity to SQL Server using Windows authentication (page 285) Data types supported by SQL Server (page 289) Behaviors when setting substitution options for FactoryTalk data points (page 289) Resolving IP address to host name issues (page 290) Removing a Configuration Server computer from FactoryTalk Transaction Manager (page 291) Starting and stopping FactoryTalk Transaction Manager services manually (page 292) Considerations for distributed configurations (page 293) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

278 Appendix D Application notes for FactoryTalk Transaction Manager Considerations for copying and pasting FactoryTalk data points (page 294) Windows Event Viewer tips (page 296) Running RSLinx Classic as a service (page 296) Data block support (page 297) Sybase values (page 303) Int64 Signed/Unsigned in the Expression Editor (page 303) Int64 Signed/Unsigned as an output parameter in a stored procedure (page 303) Substituting values for a data point (page 304) Verifying BigInt data types after FactoryTalk Transaction Manager update (page 304) Restoring default dialog box sizes (page 304) Miscellaneous (page 305) Setting the real-time clock in a ControlLogix processor using FactoryTalk Transaction Manager You can use FactoryTalk Transaction Manager combined with a stored procedure to set a real-time clock in a ControlLogix processor. In this manner, you can use your database server to ensure a reasonable level of coordination between real-time clocks in various control processors in your system. To complete this procedure, you must perform tasks in: The processor (page 279). The database (page 279). The FactoryTalk Transaction Manager configuration (page 281). 278 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

279 Application notes for FactoryTalk Transaction Manager Appendix D For more information and sample files, go to the Rockwell Automation Knowledgebase Web site ( and search for ID In the processor In the processor, define the following: A 16-bit integer (for example, Result). An array of 7, 32-bit integers (for example, Current). An array of 7, 32-bit integers (for example, New). Ladder logic to set the processor's wall-clock time when Result.0 = 1 and Result.1 = 0. Ladder logic to read the processor's wall-clock time into the current array. In the database In the database, define a stored procedure that reads the system clock and sends outputs as a byte-swapped varbinary(12) string. The following is a sample SQL script for creating a stored procedure which reads the current time in the controller, compares it to the system time, and writes back the server's current time. The stored procedure can be reworked slightly to log the difference between the processor and computer real-time clocks (if desired). NOTE This SQL script is for Microsoft SQL Server 2000 only. Other databases will require modified scripts to function properly. SET QUOTED_IDENTIFIER OFF GO SET ANSI_NULLS ON GO CREATE PROCEDURE logix5000time ( AS INT, --uncomment this line if you wish to log the time AS AS VARBINARY(24) OUT ) AS Rockwell Automation Publication BZWARE-IN001M-EN-P-June

280 Appendix D Application notes for FactoryTalk Transaction Manager as as AS AS AS AS AS AS VARBINARY(4) /* check current time */ = GETDATE(); /* Uncomment this section and create the ControllerTimeDiff table if you /* wish to log the difference */ = DATEDIFF(second,@control_time_in,@system_time); INSERT INTO [dbo].[controllertimediff] ( [ControllerID],[ControllerTime],[SystemTime],[Difference]) */ /* output the current system time to the controller */ = DATEPART(year,@system_time); = DATEPART(month,@system_time); = DATEPART(day,@system_time); = DATEPART(hour,@system_time); = DATEPART(minute,@system_time); = DATEPART(second,@system_time); /* this select statement handles the byte swapping necessary to output a block of 32 bit integers to the controller. As you can see you must swap the high and low bytes in each word, and the high and low word in each 32 bit integer. */ = (SUBSTRING(@tbin0,4,1)+SUBSTRING(@tbin0,3,1)+SUBSTRING(@tbin0, 2,1)+SUBSTRING(@tbin0,1,1))+ (SUBSTRING(@tbin1,4,1)+SUBSTRING(@tbin1,3,1)+SUBSTRING(@tbin1, 2,1)+SUBSTRING(@tbin1,1,1))+ (SUBSTRING(@tbin2,4,1)+SUBSTRING(@tbin2,3,1)+SUBSTRING(@tbin2, 2,1)+SUBSTRING(@tbin2,1,1))+ (SUBSTRING(@tbin3,4,1)+SUBSTRING(@tbin3,3,1)+SUBSTRING(@tbin3, 2,1)+SUBSTRING(@tbin3,1,1))+ (SUBSTRING(@tbin4,4,1)+SUBSTRING(@tbin4,3,1)+SUBSTRING(@tbin4, 2,1)+SUBSTRING(@tbin4,1,1))+ (SUBSTRING(@tbin5,4,1)+SUBSTRING(@tbin5,3,1)+SUBSTRING(@tbin5, 2,1)+SUBSTRING(@tbin5,1,1)); 280 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

281 Application notes for FactoryTalk Transaction Manager Appendix D GO SET QUOTED_IDENTIFIER OFF GO SET ANSI_NULLS ON GO In FactoryTalk Transaction Manager Getting date/time information from a ControlLogix processor to a database In RSLogix 5000 In FactoryTalk Transaction Manager, configure: A scheduled or device-scheduled data point defined as a signed short, pointing to the result tag. A scheduled or device-scheduled data point defined as PLC TimeStamp, pointing to Current[0],L6 with the size of 6 elements. A scheduled or device-scheduled data point defined as signed long, pointing to New[0],L6 with the size of 6 elements. A data object pointing to the stored procedure in the database. Perform the steps described below for RSLogix 5000 and FactoryTalk Transaction Manager to send date/time information from a ControlLogix processor to a database: In RSLogix 5000 (page 281). In FactoryTalk Transaction Manager (page 282). Perform the following steps: 1. Create a controller tag of the following type: SystemTimeDINT, style=decimal, Type =DINT[7] 2. Create a controller tag of the following type: SystemTimeINT, style=decimal, Type=INT[7] 3. In the ladder logic, add a rung with the instruction GSV. Get system value CIP Object class: WALLCLOCKTIME CIP Object name: - Rockwell Automation Publication BZWARE-IN001M-EN-P-June

282 Appendix D Application notes for FactoryTalk Transaction Manager Get system value Attribute name: DateTime Dest SystemTimeDINT[0] 4. In the ladder logic, create 7 move instructions, which move: SystemTimeDINT[0] to SystemTimeINT[0] SystemTimeDINT[1] to SystemTimeINT[1] SystemTimeDINT[2] to SystemTimeINT[2] SystemTimeDINT[3] to SystemTimeINT[3] SystemTimeDINT[4] to SystemTimeINT[4] SystemTimeDINT[5] to SystemTimeINT[5] SystemTimeDINT[6] to SystemTimeINT[6] In FactoryTalk Transaction Manager The preferred connector for communicating with the ControlLogix processor is the Generic OPC connector, not the RSLinx Connector. Beginning with RSLinx , RSLinx Classic supports online browsing of the ControlLogix processor's memory to select data points. The following example explains configuration for both the Generic OPC Connector and the RSLinx Connector. Perform the following steps: 1. Using the Generic OPC Connector, define the following: Item Description Item String [topic]systemtimeint[0],l6 (where topic is the topic defined in RSLinx pointing to the ControlLogix processor). Datapoint Name Either type in a unique name or let the system name the point for you automatically. Access Path - Data Type PLC Timestamp Elements Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

283 Application notes for FactoryTalk Transaction Manager Appendix D 2. Using the RSLinx Data Points dialog box, define the following: Item Description Item Address SystemTimeINT[0],L6 Datapoint Name Either type in a unique name or let the system name the point for you automatically. Topic Use Default or the specific topic you have defined in RSLinx Data Type PLC Timestamp Elements 6 3. Create a transaction and bind the FactoryTalk Transaction Manager data point to a date/time field in the database (the actual data type may be called TIMESTAMP or DATE or DATETIME, depending on the database used). Special considerations for a distributed Microsoft COM+ application If you are using a configuration that uses online edits, you can only distribute certain parts of the application across multiple computers. In a configuration that uses online edits via a COM+ enterprise connector, there are three main parts: Transaction Control Manager (TCM). The COM+ enterprise connector. The.DLL file written by the user. If you wish to put the TCM and the COM+ enterprise connector on separate computers, then the user-written.dll must be located on the same computer as the COM+ enterprise connector. If you have the TCM and the COM+ enterprise connector on the same computer, then the user-written.dll can be located on a different computer. You cannot, however, locate the TCM, COM+ enterprise connector and the user-written.dll on different computers. The COM+ network access is disabled by default on Windows 2003 Standard Server computers. For details on how to enable it, see Rockwell Automation Publication BZWARE-IN001M-EN-P-June

284 Appendix D Application notes for FactoryTalk Transaction Manager "Enabling network COM+ access for COM+ connectors in FactoryTalk Transaction Manager (page 284)". Enabling network COM+ access for COM+ connectors in FactoryTalk Transaction Manager COM+ network access is disabled by default on Windows 2003 Server Standard Edition Server platforms. On these platforms, COM+ can be used only locally by default. To enable the network COM+ access for COM+ connectors in FactoryTalk Transaction Manager: 1. Open Control Panel. 2. In Control Panel, click Add or Remove Programs. 3. Click Add/Remove Windows Components. 4. Click Application Server, and then click Details. 5. Select the check box next to Enable network COM+ access, and then click OK. 6. Click Next, and then click Finish. Configuring the Oracle 10g Instant Client for FactoryTalk Transaction Manager To configure the Oracle 10g R2 Instant Client: 1. Install the Oracle 10g R2 Instant Client with default settings. 2. Install the Oracle patch for defect # NOTE If you do not install the Oracle patch for defect # , FactoryTalk Transaction Manager will not find the Oracle SQLNet connections defined in the tnsnames.ora file. 3. Open the following directory: c:\oracle\product\10.2.0\client_1 4. In the Client_1 folder, create a new folder, Network. 5. In the Network folder, create a new folder, Admin. 6. From the database server system, copy the tnsnames.ora file to the Admin folder. 284 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

285 Application notes for FactoryTalk Transaction Manager Appendix D 7. Click Start > Run, type regedit, and then press Enter. The Registry Editor appears. 8. Navigate to the following folder: My Computer\HKEY_LOCAL_MACHINE\SOFTWARE\O RACLE 9. Right-click the folder, and then click New > String Value. In the right pane of the window, a New Value #1 appears, available for editing. 10. Rename the value to Oracle_Home. 11. Double-click the value. The Edit String dialog box appears. 12. In the Value data box, type: c:\oracle\product\10.2.0\client_1 13. Click OK. Configuring FactoryTalk Transaction Manager Connectivity to SQL Server using Windows authentication The following sections describe how to configure RSSql v and later and FactoryTalk Transaction Manager v10.20 and later connectivity to Microsoft SQL Server 2005 using Windows authentication. These steps apply regardless of whether Microsoft SQL Server is configured with Windows-only authentication or with mixed mode (SQL Server and Windows) authentication. Configuring the SQL Server authentication To configure the SQL Server authentication in FactoryTalk Transaction Manager: 1. Open FactoryTalk Transaction Manager. 2. On the Configuration menu, click Checklist. The Configuration Checklist window appears. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

286 Appendix D Application notes for FactoryTalk Transaction Manager 3. In the Configuration List name, select the name of your configuration. 4. Under Define Configuration, click Step 4. The Data Object Definition dialog box appears. 5. Next to the Database Connection box, click. The Database Connection Definition dialog box appears. 6. In the User Name box, type the name of the RSBizWare SQL Server database user. 7. In the Password box, type the password for the RSBizWare SQL Server database user. 8. Click Test. A confirmation message appears. 9. Click OK, and then click Apply. Configuring the Windows-only authentication To configure the Windows-only authentication for FactoryTalk Transaction Manager: 1. On the SQL Server computer, select Start > Programs > Microsoft SQL Server 2005 > SQL Server Management Studio. The Microsoft SQL Server Management Studio appears. 2. In the Object Explorer tree, expand Security. 3. Right-click Logins, and then click New Login. The Login - New dialog box appears. 4. Next to the Login name box, click Search. The Select User or Group dialog box appears. 5. Find the user that you want to add as the database user, and then click OK. 6. In the Login - New dialog box, click OK. 286 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

287 Application notes for FactoryTalk Transaction Manager Appendix D 7. In the Object Explorer tree, expand Databases > <Your database> > Security. 8. Right-click Users, and then click New Database User. The Database User - New dialog box appears. 9. In the User name box, type a name for the user. 10. Next to the Login name option, click. The Select Login dialog box appears. 11. Select the login that you created in steps Click OK. 13. In the Object Explorer tree, expand Databases > <Your database> > Tables. 14. Right-click the table for which you want to set the permissions, and then click Properties. The Table Properties dialog box appears. 15. Under Select a page, click Permissions. 16. In the right pane of the window, click Search. The Select Users or Roles dialog box appears. 17. Find the user that you created in steps Click OK. 19. Under Permissions, set the permissions for the user. 20. Click OK. Configuring FactoryTalk Transaction Manager for connections with SQL Server To configure the FactoryTalk Transaction Manager server computer: 1. Go to Start > Administrative Tools > Computer Management. The Computer Management dialog box appears. 2. Expand System Tools > Local Users and Groups > Groups. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

288 Appendix D Application notes for FactoryTalk Transaction Manager 3. To the Administrators group, add the same user that you added in "Configuring the Windows-only authentication (page 286)". 4. Go to Start > Administrative Tools > Local Security Policy. The Local Security Settings dialog box appears. 5. Expand Security Settings > Local Policies > User Rights Assignment. 6. In the right pane of the window, find and double-click Log on as a service. The Log on as a service Properties dialog box appears. 7. Add the same user that you added in "Configuring the Windows-only authentication (page 286)". 8. In the Computer Management dialog box, expand Services and Applications > Services. 9. In the right pane of the window, double-click FactoryTalk Transaction Manager Configuration Server. The Properties dialog box appears. 10. Click the Log on tab. 11. Click This account. 12. Select the same user that you added in "Configuring the Windows-only authentication (page 286)". 13. Open FactoryTalk Transaction Manager. 14. On the Configuration menu, click Checklist. The Configuration Checklist window appears. 15. In the Configuration List name, select the name of your configuration. 16. Under Define Configuration, click Step 4. The Data Object Definition dialog box appears. 17. Next to the Database Connection box, click. 288 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

289 Application notes for FactoryTalk Transaction Manager Appendix D The Database Connection Definition dialog box appears. 18. Make sure that the user and password boxes are blank. Data types supported by SQL Server The following data types are supported by SQL Server: bigint binary bit char datetime datetime2 decimal float image int money numeric real smalldatetime smallint smallmoney sysname text tinyint varbinary varchar varchar Behaviors when setting substitution options for FactoryTalk data points Keep the following behaviors in mind when you are specifying substitution options for FactoryTalk data points. NOTE The following behaviors assume that the device is properly connected when the transaction executes. If you select this option: No Substitution Substitute Value And the device is off at startup, then the transaction: Fails because a required data point was not available. For corrective action information, see the possible solution section for error Uses the specified substitute value and quality is set to 1. And the device is on at startup, then the transaction: Fails because a required data point was not available. For corrective action information, see the possible solution section for error Uses the specified substitute value and quality is set to 1. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

290 Appendix D Application notes for FactoryTalk Transaction Manager If you select this option: Substitute Previous Value Use Bad Quality Use Substitution for Bad Quality Use Previous Substitution for Bad Quality And the device is off at startup, then the transaction: Fails because a previous value for substitution did not exist. For corrective action information, see the possible solution section for error Uses the bad quality value provided by the data server. Uses the substitution for bad quality value provided by the data server. Uses the previous substitution for bad quality value provided by the data server. And the device is on at startup, then the transaction: Uses the previous substitute value and the quality is set to 1. Uses the bad quality value provided by the data server. Uses the substitution for bad quality value provided by the data server. Uses the previous substitution for bad quality value provided by the data server. Resolving IP address to host name issues In RSSql v and FactoryTalk Transaction Manager v10.20 or later, you can no longer enter IP addresses in the Add Configuration Server or FactoryTalk Transaction Manager Configuration dialog boxes. If you have been using IP addresses on these dialog boxes in RSSql v and earlier, you must change your configurations to use host names. To resolve an IP address in a Windows Domain: If you are working in a Windows Domain, perform the following steps: 1. In FactoryTalk Transaction Manager, replace the IP address with the appropriate host name. 2. At the command prompt, type: ping <host name for the computer> For example: ping FactoryTalk Transaction ManagerServerA 3. View the output of this operation and verify that the IP address that is displayed matches the IP address that you used in your previous FactoryTalk Transaction Manager configuration. 290 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

291 Application notes for FactoryTalk Transaction Manager Appendix D To resolve an IP address in a Windows Workgroup: If you are working in a Windows Workgroup, perform the following steps: 1. Go to <Windows>\Systems32\Drivers\Etc. 2. Open the Hosts file in a text editor. 3. Type a host to ID mapping for each computer that is running FactoryTalk Transaction Manager. 4. Save the file. 5. At the command prompt, type: ping <host name for the computer> For example: ping FactoryTalk Transaction ManagerServerA 6. View the output of this operation and verify that the IP address that is displayed matches the IP address that you used in your previous FactoryTalk Transaction Manager configuration. Removing a Configuration Server computer from FactoryTalk Transaction Manager After renaming a computer that FactoryTalk Transaction Manager is running on and adding a Configuration Server with the new computer name, the old computer name may continue to appear in the Configuration tree with a red slash. This condition occurs because the old computer name is no longer available on the network. As a workaround, perform the following steps: In FactoryTalk Transaction Manager, right-click the configuration server that you want to remove, and then click Delete Configuration Server. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

292 Appendix D Application notes for FactoryTalk Transaction Manager If it does not work, remove the old server manually: 1. In the Registry Editor, find HKLM\Software\Rockwell Software\RSSql\Configuration Servers\. 2. Delete the folder with the old computer name. 3. Restart FactoryTalk Transaction Manager Starting and stopping FactoryTalk Transaction Manager services manually In some instances, it may be necessary to manually start or stop FactoryTalk Transaction Manager services from a DOS command prompt. The following table summarizes the FactoryTalk Transaction Manager service names and the associated name for that service as it appears in the Services list (accessible from Control Panel). FactoryTalk Transaction Manager service name rssql_cfg_server rssql_comp_storer rssql_ddecoll rssql_lnxcoll rssql_mts_storer rssql_oci_storer rssql_oledb_storer rssql_opccoll rssql_pm_storer rssql_rnacoll rssql_rsvcoll rssql_storer rssql_tb rssql_tmctrl Displayed name FactoryTalk Transaction Manager Configuration Server FactoryTalk Transaction Manager Compression Server FactoryTalk Transaction Manager DDE Connector FactoryTalk Transaction Manager RSLinx Classic Connector FactoryTalk Transaction Manager COM+ Connector FactoryTalk Transaction Manager OCI Enterprise Connector FactoryTalk Transaction Manager OLE DB Enterprise Connector FactoryTalk Transaction Manager OPC Connector FactoryTalk Transaction Manager FactoryTalk Metrics Enterprise Connector FactoryTalk Transaction Manager FactoryTalk Connector FactoryTalk Transaction Manager RSView Connector FactoryTalk Transaction Manager ODBC Enterprise Connector FactoryTalk Transaction Manager service FactoryTalk Transaction Manager Transaction and Control Manager service For example, if you want to start the FactoryTalk Transaction Manager Configuration Server from a DOS command prompt, type the following: 292 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

293 Application notes for FactoryTalk Transaction Manager Appendix D net start rssql_cfg_server Additionally, if you want to stop the FactoryTalk Transaction Manager service in the FactoryTalk Transaction Manager from a DOS command prompt, type the following: net stop rssql_tb Considerations for distributed configurations You can distribute FactoryTalk Transaction Manager control and enterprise connectors among several computers. Keep the following points in mind when distributing FactoryTalk Transaction Manager connectors on multiple computers: UNC paths for configuration files cannot be used. The configuration files must be local to the Configuration Server. The configuration file path is defined in Step 1 of the Configuration Checklist in FactoryTalk Transaction Manager. FactoryTalk Transaction Manager must be logged into a Windows Server 2012/2008/2003 account that has administrative privileges in all computers that are part of the FactoryTalk Transaction Manager system. This is required for the Windows Server 2012/2008/2003 service control manager to be able to start and stop the FactoryTalk Transaction Manager services. The FactoryTalk Transaction Manager configurations that you create must use cache file paths and error logging paths that comply with the Universal Naming Convention (UNC). Each time you define a FactoryTalk Transaction Manager control connector or enterprise connector, you must indicate the host name of the remote computer on which that service will run. Additionally, you must assign that service to a user account with sufficient privileges to access UNC files on the applicable computers. If you have defined a connector to run on a remote computer, FactoryTalk Transaction Manager v or later will Rockwell Automation Publication BZWARE-IN001M-EN-P-June

294 Appendix D Application notes for FactoryTalk Transaction Manager browse that computer's OCI connections, ODBC DSNs, and most files. The only files that FactoryTalk Transaction Manager does not browse remotely are DDE and RSLinx Classic connector tag files. FactoryTalk Transaction Manager cannot query remote DDE servers to retrieve configured DDE topic information (excluding the RSLinx Classic OPC or RSView32 control connectors). When the generic DDE control connector is located on a remote computer, you can do one of the following to configure DDE topic names: Manually enter DDE topic names in the FactoryTalk Transaction Manager DDE Data Point Configuration dialog box. Install and configure the DDE server on both computers so that it can be automatically queried for topic names. Considerations for copying and pasting FactoryTalk data points Keep the following in mind when copying and pasting FactoryTalk data points in the data point grid on the FactoryTalk Data Point dialog box. Copying Consider the following rules when copying FactoryTalk data points: You must use Ctrl+C. You can copy FactoryTalk data points in/from Microsoft Excel. You can copy multiple adjacent rows. You cannot copy multiple non-adjacent rows. If multiple non-adjacent rows are selected, all rows between the first and last row will be copied. 294 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

295 Application notes for FactoryTalk Transaction Manager Appendix D You cannot copy individual cells. If you attempt to copy an individual cell, the entire row (all columns, including internally hidden columns) will be copied. You cannot copy items when a configuration is running or if the configuration has pending edits. Pasting Consider the following rules when pasting FactoryTalk data points: You must use Ctrl+V. You can paste FactoryTalk data points in/from Microsoft Excel. You can paste one or more rows into the data point grid. All rows appear at the bottom of the data point grid. All internally hidden columns are ignored. You can paste existing data points into the data point grid. FactoryTalk Transaction Manager recognizes that the data points already exist and prompts you to: Modify the existing data point Create a new data point Cancel the paste operation You cannot paste one or more individual cells in a row. You cannot paste a data point that does not contain either a valid value or an empty string for the following collection parameter columns in the data point grid: Data type Mode Data valid units Data retrieval units Substitution policy Rockwell Automation Publication BZWARE-IN001M-EN-P-June

296 Appendix D Application notes for FactoryTalk Transaction Manager If these conditions are not met, the paste operation is terminated. You cannot perform a paste when a configuration is running or if the configuration has pending edits. Windows Event Viewer tips FactoryTalk Transaction Manager supports sending error messages to the Windows Event Viewer. If you have defined error logging in FactoryTalk Transaction Manager and no messages display when you view error log files, make sure you are looking in the Application event log in the Windows Event Viewer. To trace a FactoryTalk Transaction Manager problem in the Windows Event Viewer: 1. Go to Start > Administrative Tools > Event Viewer. 2. The Event Viewer dialog box appears. 3. Expand Windows Logs. 4. Right-click Application, and then click Filter Current Log. The Filter Current Log dialog box appears. 5. Select check boxes next to all the event levels (Critical, Warning, Verbose, Error, Information). 6. In the Event sources list, select RSSql. 7. (Optional) In the Task category list, select a specific category. 8. Click OK. The application logs are filtered and display only the logs related to FactoryTalk Transaction Manager. Running RSLinx Classic as a service FactoryTalk Transaction Manager does not support RSLinx Classic as an application. You must run RSLinx Classic as a Windows 2012/2008/2003 service. 296 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

297 Application notes for FactoryTalk Transaction Manager Appendix D If you do not run RSLinx Classic as a Windows 2012/2008/2003 service while you are configuring RSLinx Classic from a remote location, the following error message appears. To setup RSLinx Classic to run as a service: 1. Go to Start > Program Files > Rockwell Software > RSLinx > RSLinx Classic Launch Control Panel. The RSLinx Classic Launch Control Panel dialog box appears. 2. (Optional) Select the Always Run As Service check box, if you want RSLinx Classic to start as a service at all times. 3. Click Start. Data block support You can define a data point in FactoryTalk Transaction Manager to map to multiple contiguous registers in a controller. This allows you to read a block of ASCII registers and send them to the database as a single string. Sending data blocks from FactoryTalk Transaction Manager to a stored procedure The stored procedure reads a data block, separates the integer values, and inserts them into a table. This stored procedure is used to bind a data block item from a FactoryTalk Transaction Manager control connector. In certain situations, it is more efficient to send a data block of integers than to use the Parse() expression. To send data blocks to a stored procedure and then separate them, set up a data block in a FactoryTalk Transaction Manager control connector, such as Rockwell Automation Publication BZWARE-IN001M-EN-P-June

298 Appendix D Application notes for FactoryTalk Transaction Manager N7:0,L100 (a block of 100 integers from N7:0 to N7:99) and pass this value to the stored procedure as outlined below. This stored procedure uses a table created with the CREATE TABLE testerout(run INT,my_val INT) command. NOTE The stored procedures only accept positive integers from 0 to 32,767. CREATE PROCEDURE chunk_eater(@in_binary VARBINARY(255)) AS VARBINARY(2) BEGIN = DATALENGTH(@in_binary) = 1 BEGIN Note: This procedure only accepts positive integers. You may modify the upper -- word of each integer for negative integer values You can view the following code using upper_word and lower_word. The values are -- inserted into a TESTEROUT table, which records the integer value (in my_val) and -- the "run" or integer location. The location for sending a data block of n7:0,l results in value of 199. To alter this inversion, subtract the current location -- from the string length = SUBSTRING(@in_binary,(@string_len = SUBSTRING(@in_binary,(@string_len -- lines directly above substring out the 2 bytes of the word -- they are combined in reverse order for byte swapping. = CONVERT(int,(@lower_word+@upper_word)) INSERT INTO testerout(run,my_val) VALUES (@loop,@in_byte_int) 298 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

299 Application notes for FactoryTalk Transaction Manager Appendix D + 2 END --GREAT BIG WHILE LOOP END-- proc Sending data blocks from multiple rows in a table using Integer data FactoryTalk Transaction Manager can write to a controller a data block consisting of integers selected from multiple rows of a table. The stored procedure reads four integers (ints) from a database table and concatenates them in a binary (varbinary) stream, which is then bound to a data block in FactoryTalk Transaction Manager. NOTE The stored procedures only accept positive integers from 0 to 32,767. Following is a sample creation table from which data can be retrieved: CREATE TABLE my_next_int_table (int1 INT,int2 INT,int3 INT,int4 INT,record_row INT) INSERT INTO my_next_int_table values (1,2,3,4,1) INSERT INTO my_next_int_table values (21,22,23,24,2) INSERT INTO my_next_int_table values (31,32,33,34,3) INSERT INTO my_next_int_table values (41,42,43,44,3) INSERT INTO my_next_int_table values (5001,5002,5003,5004,3) INSERT INTO my_next_int_table values (6001,6002,6003,6004,4) INSERT INTO my_next_int_table values (7001,7002,7003,7004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (9001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (6001,8002,8003,8004,4) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

300 Appendix D Application notes for FactoryTalk Transaction Manager INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (5001,8002,8003,8004,4) INSERT INTO my_next_int_table values (4001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) INSERT INTO my_next_int_table values (3401,8002,8003,8004,4) INSERT INTO my_next_int_table values (6701,8002,8003,8004,4) INSERT INTO my_next_int_table values (901,8002,8003,8004,4) INSERT INTO my_next_int_table values (8001,8002,8003,8004,4) Following is a sample creation statement containing dummy data: CREATE PROCEDURE chunk_maker_cursor(@in_number VARBINARY(200) OUT) AS INT DECLARE int_cursor CURSOR LOCAL FORWARD_ONLY STATIC READ_ONLY FOR SELECT int1 FROM my_next_int_table WHERE record_row ORDER BY int1 BEGIN Note: This procedure only accepts positive integers, some math must be applied to -- the upper word of each integer for negative integer values The following code illustrates how the substring is combined: initialize loop var = 1 OPEN int_cursor FETCH NEXT FROM int_cursor = 0 BEGIN -- The following code illustrates how the substring is combined in reverse order for -- byte swapping. Because the first loop must differ, the following IF statement is 300 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

301 Application notes for FactoryTalk Transaction Manager Appendix D -- uninitialized. Intializing it will alter the end value of the binary string. = 1 BEGIN = (SUBSTRING(@binary1,2,1)+SUBSTRING(@binary1,1,1)) END ELSE BEGIN = (SUBSTRING(@binary1,2,1)+SUBSTRING(@binary1,1,1)) END -- Get next row FETCH NEXT FROM int_cursor + 1 END --while for fetch CLOSE int_cursor DEALLOCATE int_cursor END proc Sending data blocks from one row in a table using Integer data FactoryTalk Transaction Manager can write to a controller a data block consisting of multiple integers selected from one row of a table. The stored procedure combines columns of a database table into a binary string, which is then bound to a FactoryTalk Transaction Manager data block item. The stored procedure finds the row in my_int_table that matches the input parameter (where the column record_row is equal to the input and returns the four integers combined in a varbinary field. In FactoryTalk Transaction Manager, bind the in_number to an integer register in the controller such as n227:0. The register can contain values 1 through 10. Then bind the varbinary to a 4-element data block, such as N7:0,L4. NOTE The stored procedures only accept positive integers from 0 to 32,767. CREATE TABLE my_int_table (int1 INT,int2 INT,int3 INT,int4 INT,record_row INT IDENTITY) INSERT INTO my_int_table values (1,2,3,4) INSERT INTO my_int_table values (21,22,23,24) Rockwell Automation Publication BZWARE-IN001M-EN-P-June

302 Appendix D Application notes for FactoryTalk Transaction Manager INSERT INTO my_int_table values (31,32,33,34) INSERT INTO my_int_table values (41,42,43,44) INSERT INTO my_int_table values (5001,5002,5003,5004) INSERT INTO my_int_table values (6001,6002,6003,6004) INSERT INTO my_int_table values (7001,7002,7003,7004) INSERT INTO my_int_table values (8001,8002,8003,8004) INSERT INTO my_int_table values (9001,9002,9003,9004) INSERT INTO my_int_table values (10001,10002,10003,10004) CREATE PROCEDURE chunk_maker(@in_number VARBINARY(8) OUT) AS VARBINARY(2) BEGIN Note: This procedure only accepts positive integers. You may modify the -- upper word of each integer for negative integer values The following code illustrates how the substring is combined: FROM my_int_table WHERE record_row @binary4 -- The following code illustrates how the substring is combined in reverse order -- for byte swapping. Two substrings are created for each varbinary that has -- the value of the integers, then all the varbinaries are concatenated. = (SUBSTRING(@binary4,2,1)+SUBSTRING(@binary4,1,1))+(SUBSTRING(@ binary3,2,1)+substring(@binary3,1,1))+(substring(@binary2,2,1) +SUBSTRING(@binary2,1,1))+(SUBSTRING(@binary1,2,1)+SUBSTRING(@ binary1,1,1)) END-- proc 302 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

303 Application notes for FactoryTalk Transaction Manager Appendix D Sybase values An application error occurs upon configuration startup when you attempt to connect to a Sybase back end. This error occurs because the system environment variable for Sybase is missing or invalid. Usually the ODBC driver installation sets the path and variables. However, if the drivers were installed as a user account other than administrator, the variables are not set. The typical settings are: Variable: SYBASE Value: C:\Sybase Int64 Signed/Unsigned in the Expression Editor The Expression Editor operates on its internal Double data type that does not cover the entire Int64 range. This requires imposing the following limits on all incoming and outgoing Int64 parameters: For Int64 Signed: from to For Int64 Unsigned: from 0 to The Expression Editor returns rounded results according to the double data type behavior. The Expression Editor rounds any arithmetical operation result if the result exceeds the double type precision limit (including integer and floating point numbers). The transaction passes but the passed value is not exact. This behavior can lead to having invalid data stored in the database. Int64 Signed/Unsigned as an output parameter in a stored procedure Int64 Signed / Unsigned as an output parameter in a stored procedure has the following limitations: For the Int64 Signed / Unsigned data point types in a hexadecimal, octal or 0.x decimal format, the maximum value is Rockwell Automation Publication BZWARE-IN001M-EN-P-June

304 Appendix D Application notes for FactoryTalk Transaction Manager For the Int64 Signed data point types in a decimal format, the range is between -9,223,372,036,854,775,807 and 9,223,372,036,854,775,807. For the Int64 Unsigned data point type in a decimal format, the range is between 0 and 18,446,744,073,709,551,615. Substituting values for a data point There are the following limitations for a substitute value for a data point: For a substitute value in hexadecimal and octal formats, the maximum value is For a substitute value in a decimal format, the value has to fall within a range between and Verifying BigInt data types after FactoryTalk Transaction Manager update If you have a configuration created with a previous version of FactoryTalk Transaction Manager with the MS SQL Server-specific BigInt data type, and you have upgraded the system to FactoryTalk Transaction Manager v10.20, perform the following action to ensure that data is correctly written to the BigInt column: Go to the Step 4 in the Checklist, and click Apply to refresh the data object. Restoring default dialog box sizes FactoryTalk Transaction Manager remembers the sizes and positions of most commonly used dialog boxes as specified by the user. To reset the sizes and positions of the dialog boxes: 1. Exit FactoryTalk Transaction Manager. 2. Click Start > Run, and then type regedit. The Registry Editor appears. 304 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

305 Application notes for FactoryTalk Transaction Manager Appendix D 3. Find My Computer\HKEY_CURRENT_USER\Software\Rockwel l Software\RSSql\Window State. 4. Do the following: To reset the settings for: The Step 3 dialog box of the Checklist. The Step 5 dialog box of the Checklist. The main window of FactoryTalk Transaction Manager. All dialog boxes in FactoryTalk Transaction Manager. Do: Open the Windows State folder, and then delete the DlgRna key. Open the Windows State folder, and then delete the DlgTrn key. Open the Windows State folder, and then delete the MainFrm key. Delete the Windows State folder. Miscellaneous Oracle OCI enterprise connectors require administrator privileges When using an OCI enterprise connector, ensure that you have local administrator privileges on your computer. Either add the OCI enterprise connector user to the local administrators group in Windows, or change the user of the OCI enterprise connector to an existing user that has administrator privileges. SQL Server considers inputs and outputs the same The SQL Server ODBC driver lists outputs of stored procedures as both inputs and outputs. Rockwell Automation Publication BZWARE-IN001M-EN-P-June

306 Appendix D Application notes for FactoryTalk Transaction Manager 306 Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

307 Index A Administering RSBizWare servers 211 Advanced topics 257 Application notes for FactoryTalk Transaction Manager 277 Assigning application privileges to groups 237 Assigning object permissions to users and groups 238 B Behaviors when setting substitution options for FactoryTalk data points 289 Benefits of using the data compression 269 C Clean installation supported installation scenarios 22 Client activations for FactoryTalk Historian Classic 226 Client activations for FactoryTalk Metrics 224 Compression ratio 271 Configuration Console 16 Configure FactoryTalk users 64 Configure user-defined summarization fields (flex-fields) 76 Configure Windows-linked FactoryTalk users 60 Configuring custom object permissions 242 Configuring data collection 243 Configuring default object permissions 238 Configuring FactoryTalk Transaction Manager Connectivity to SQL Server using Windows authentication 285 Configuring FactoryTalk Transaction Manager for connections with SQL Server 287 Configuring FactoryTalk user groups 231 Configuring Internet Explorer trusted sites 205 Configuring server log files 252 Configuring the database user 263 Configuring the Oracle 10g Instant Client for FactoryTalk Transaction Manager 284 Configuring the Oracle ODBC data source 265 Configuring the SQL Server authentication 285 Configuring the Windows-only authentication 286 Configuring Windows-linked user groups 233 Congratulations! 106, 204 Considerations for copying and pasting FactoryTalk data points 294 Considerations for distributed configurations 293 Controlling access to your RSBizWare system 221 Creating a Net Configuration connection 264 Creating tablespaces 263 D Data block support 297 Data compression 269 Data compression considerations 274 Data types supported by SQL Server 289 Database tips 261 Documentation Feedback 312 E Enabling network COM+ access for COM+ connectors in FactoryTalk Transaction Manager 284 Example FactoryTalk Historian Classic activation 229 FactoryTalk Metrics activation 227 F FactoryTalk Administration Console 14 Rockwell Automation Publication BZWARE-IN001M-EN-P-June

308 Index FactoryTalk Historian and FactoryTalk Metrics privileges 84, 178 FactoryTalk Historian for Batch activation options 230 FactoryTalk Transaction Manager 17 FactoryTalk Transaction Manager Configuration Server 17 Filter permissions 239 G Getting date/time information from a ControlLogix processor to a database 281 Granting default object permissions 241 H Handling temporary database connection loss in the Information Services Manager 214 Hardware and software requirements 19 How the data compression works 270 I Improving the performance of your RSBizWare Oracle database 265 In FactoryTalk Transaction Manager 281, 282 In RSLogix In the database 279 In the processor 279 Information Services Manager 16 Installation and configuration checklist 23 Installation Assistance 312 Installing RSBizWare 21 Installing RSBizWare Sample Data 205 Int64 Signed/Unsigned as an output parameter in a stored procedure 303 Int64 Signed/Unsigned in the Expression Editor 303 Intended audience 11 M Maintaining frequently used RSBizWare tables and indexes 261 Managing FactoryTalk user groups and users 231 Managing Information Services Manager external data sources 212 Managing Information Services Manager scheduled items 212 Managing user access 237 Metrics Server Manager 17 Migrating RSBizWare 109 Migration supported migration scenarios 110 Migration checklist 112 Miscellaneous 305 N New Product Satisfaction Return 312 P Post-installation tasks 205 Preparing for the upgrade 208 Preparing the SQL Server uncompress view 272 Preparing to run the Oracle database 267 Q Querying the SQL Server uncompress view 273 R Recommended database settings 263 Registering the Excel Add-in 258 Remote connection to an RSBizWare server 257 Removing a Configuration Server computer from FactoryTalk Transaction Manager Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

309 Index Removing RSBizWare 107 Repair the connection to SQL Server 57, 154 Report data source permissions 240 Report object permissions 240 Report permissions 239 Report Schedule Manager 16 Reporting diagnostic messages 251 Resolving IP address to host name issues 290 Restoring default dialog box sizes 304 Rockwell Automation Support 312 RSBizWare databases (SQL Server or Oracle) 15 RSBizWare prerequisites 19 RSBizWare product dependencies 19 Running RSBizWare in a distributed environment 19 Running RSLinx Classic as a service 296 S Security Services Manager 15 Sending data blocks from FactoryTalk Transaction Manager to a stored procedure 297 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 Server activations for FactoryTalk Historian Classic 223 Server activations for FactoryTalk Metrics 222 Service Console 15 Setting the real-time clock in a ControlLogix processor using FactoryTalk Transaction Manager 278 Software activation options 222 Special considerations for a distributed Microsoft COM+ application 283 Starting and stopping FactoryTalk Transaction Manager configurations 248 Starting and stopping FactoryTalk Transaction Manager services manually 292 Starting and stopping RSBizWare servers 211 Step 1 Back up your FactoryTalk Transaction Manager configuration 115 Install Internet Information Services (IIS) 25 Step 10 Configure FactoryTalk Activation 140 Configure the ODBC data source 52 Step 11 Install RSLinx Enterprise 140 Verify if the local computer is added to the FactoryTalk Administration Console 59 Step 12 Configure FactoryTalk groups and users 60 Restore your RSBizWare SQL Server database 141 Step 13 Install RSBizWare 66 Recreate your RSBizWare SQL Server database user 144 Step 14 Install SQL Server 2012 Native Client 148 Register the Security Services Manager 68 Step 15 Recreate the ODBC data source 150 Register the Information Services Manager 69 Step 16 Associate Metrics Server Manager with Information Services Manager 73 Verify if the local computer is added to the FactoryTalk Administration Console 156 Step 17 Assign activations to RSBizWare servers 79 Recreate your applications 157 Step 18 Add a local Administrator account as a Windows-linked user 158 Assign client activations to users 81 Step 19 Assign application privileges to users 82 Rockwell Automation Publication BZWARE-IN001M-EN-P-June

310 Index Recreate your users 162 Step 2 Back up your RSBizWare SQL Server database 118 Install SQL Server 2012 Service Pack 1 32 Step 20 Install RSBizWare 164 Register FactoryTalk Transaction Manager 85 Step 21 Define FactoryTalk Transaction Manager configurations 87 Register the Security Services Manager 166 Step 22 Register FactoryTalk Transaction Manager configurations 91 Register the Information Services Manager 167 Step 23 Associate Metrics Server Manager with Information Services Manager 171 Configure SQL Server Reporting Services (SSRS) 95 Step 24 Assign activations to RSBizWare servers 172 Verify the SSRS configuration 98 Step 25 Assign client activations to users 175 Install and configure Report Expert 100 Step 26 Assign application privileges to users 176 Configure the FTMetricsEditors group 103 Step 27 Restore your FactoryTalk Transaction Manager configuration 179 Verify the Report Expert installation 105 Step 28 Register the configuration in the RSBizWare SQL Server database 181 Step 29 Update your FactoryTalk Transaction Manager configuration 183 Step 3 Install FactoryTalk Services Platform 42 Keep your database users for reference 121 Step 30 Register FactoryTalk Transaction Manager 187 Step 31 Register the configuration in the Service Console 188 Step 32 Configure SQL Server Reporting Services (SSRS) 191 Step 33 Verify the SSRS configuration 193 Step 34 Install and configure Report Expert 196 Step 35 Configure the FTMetricsEditors group 200 Step 36 Verify the Report Expert installation 201 Step 37 Start your FactoryTalk Transaction Manager configuration 202 Step 4 Install FactoryTalk Activation 44 Keep your ODBC data source configuration for reference 123 Step 5 Configure FactoryTalk Activation 45 Keep your FactoryTalk Administration Console configuration for reference 124 Step 6 Install Internet Information Services (IIS) 126 Install RSLinx Enterprise 45 Step 7 Create an RSBizWare SQL Server database 46 Install SQL Server 2012 Service Pack Step 8 Create an RSBizWare SQL Server database user 47 Install FactoryTalk Services Platform Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014

311 Index Step 9 Install FactoryTalk Activation 139 Install SQL Server 2012 Native Client 51 Substituting values for a data point 304 Sybase values 303 T The Metrics Server Manager settings file 216 The RSBizWare architecture 12 Troubleshooting 249 Tuning the Oracle database for FactoryTalk Historian Classic 265 Types of control connectors for the data collection 243 Types of diagnostic messages 251 Types of enterprise connectors for the data collection 244 U Unregistering FactoryTalk Transaction Manager configurations 245 Updating the Service Console with users and groups changes 235 Upgrading FactoryTalk Services Platform 209 Upgrading RSBizWare on Microsoft Windows Server 2008 R2 SP1 207 Upgrading the RSBizWare suite 210 Using Oracle with RSBizWare 262 V Verify the configuration of SQL Server 39 Verifying BigInt data types after FactoryTalk Transaction Manager update 304 Viewing compressed data 271 Viewing diagnostic logs 255 W Ways of logging diagnostic messages 252 Web-based client 16 Welcome to RSBizWare 11 Where can I go for help? 18 Windows Event Viewer tips 296 Rockwell Automation Publication BZWARE-IN001M-EN-P-June

312 Rockwell Automation Support Rockwell Automation provides technical information on the Web to assist you in using its products. At you can find technical and application notes, sample code, and links to software service packs. You can also visit our Support Center at for software updates, support chats and forums, technical information, FAQs, and to sign up for product notification updates. In addition, we offer multiple support programs for installation, configuration, and troubleshooting. For more information, contact your local distributor or Rockwell Automation representative, or visit Installation Assistance If you experience a problem within the first 24 hours of installation, review the information that is contained in this manual. You can contact Customer Support for initial help in getting your product up and running. United States or Canada Outside United States or Canada Use the Worldwide Locator at or contact your local Rockwell Automation representative. New Product Satisfaction Return Rockwell Automation tests all of its products to help ensure that they are fully operational when shipped from the manufacturing facility. However, if your product is not functioning and needs to be returned, follow these procedures. United States Outside United States Contact your distributor. You must provide a Customer Support case number (call the phone number above to obtain one) to your distributor to complete the return process. Please contact your local Rockwell Automation representative for the return procedure. Documentation Feedback Your comments will help us serve your documentation needs better. If you have any suggestions on how to improve this document, complete this form, publication RA-DU002, available at Rockwell Automation maintains current product environmental information on its website at Rockwell Automation Publication BZWARE-IN001M-EN-P-June 2014 Supersedes Publication BZWARE-IN001L-EN-P-June 2013 Copyright 2014 Rockwell Automation Technologies, Inc. All Rights Reserved.