Configuration and Maintenance of FactoryTalk View Site Edition Applications Lab

Transcription

1 Configuration and Maintenance of FactoryTalk View Site Edition Applications Lab Publication Number -- Date Copyright 2010 Rockwell Automation, Inc.

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3 Configuration and Maintenance of FactoryTalk View Site Edition Applications Lab Contents Contents... 3 Before you begin... 6 About this lab... 6 Completing Sections of the Lab... 6 Premise... 8 What you will accomplish in this lab... 8 Lab Architecture... 8 Tools & prerequisites Using VMware Logging In Section 1: Before Installing Manually configure Network Interface Cards (NICs) and switch ports Set up Data Execution Prevention (DEP) Remove unnecessary DCOM networking protocols Set up Internet Explorer for optimal access to components Remove Internet Explorer Enhanced Security Configuration Install Microsoft Internet Information Services End of Section Section 2: Installing FactoryTalk View Site Edition Install the FactoryTalk Services Platform of 201

4 Install FactoryTalk View Site Edition Install RSLinx Enterprise End of Section About Product Updates (Informational Only) Activating FactoryTalk View software (Informational Only) Section 3: Create a Simple Application Creating a network HMI project in FactoryTalk View Studio Specify the FactoryTalk Directory location Create a new FactoryTalk View SE (Network) application Create an Area Add an HMI Server Add a Data Server Create a Simple Display End of Section Section 4: Deployment Backup FactoryTalk Directory Application Backup FactoryTalk View SE Preparing for the Restore Restore FactoryTalk Network Application Restore FactoryTalk View SE Project Configure the Servers Configure and Run a Client End of Section Section 5: Configuring Redundancy About Redundancy Specify FactoryTalk Network Directory Location Data Server Redundancy FactoryTalk Alarms and Events Redundancy HMI Server Redundancy of 201

5 End of Section Section 6: Maintenance Online Edits Diagnostics Logs Patching End of Lab End of Section of 201

6 Before you begin This lab is intended to give you an opportunity to step through a guided tour of effectively installing and configuring a FactoryTalk View Site Edition system. This lab is meant for those new to FactoryTalk View Site Edition as well as experienced users that want to review these steps. About this lab This hands-on lab focuses on basic FactoryTalk View Site Edition concepts, including the setup, configuration and maintenance of a FactoryTalk View SE application. Other topics covered will include backup and restore, patching, application optimization, documenting an application and log file configuration and investigation. This lab takes approximately 165 minutes to complete. Completing Sections of the Lab This lab is divided into 6 sections that are designed to be completed sequentially. Although it is designed to be completed sequentially, the estimated time it will take to complete the entire lab exceeds the time allotted for this session. Thus, it is likely that you will not be able to complete the entire lab during a single session. We highly recommend that you focus on the sections that are of interest to you, and skip sections that are of less interest to you. There are no required sections in this lab, but if you choose to skip a section make sure you follow the instructions for loading the VMWare Workstation snapshot of the starting point for the next section. 6 of 201

7 Available Sections Section Section 1: Before Installing Section 2: Installing FactoryTalk View Site Edition Section 3: Create a Simple Application Section 4: Deployment Section 5: Configuring Redundancy Section 6: Maintenance Description Install required operating system components and configure the operating system in preparation of installing FactoryTalk View. Install FactoryTalk View Site Edition and related components. Create a simple FactoryTalk Application and FactoryTalk View SE project. Run the FactoryTalk View SE Client. Backup the FactoryTalk Application and HMI Project on one computer, and then deploy it to another computer. Configure redundant HMI, data, and Alarms & Events servers. Perform online edits, learn about the available diagnostics logs, and install patches. Estimated Time Starting a Lab Section Each section of the lab can be started using an icon on the desktop of the host computer. To start a section of the lab, double click on the associated icon on the desktop: For instance to start Section 1: Before Installing of the lab, double click on the icon labeled SECTION 1. 7 of 201

8 Ending a Lab Section If you are continuing from one section to the next (for example from Section 1 to Section 2) without skipping a Section, there is no need to end the section, just follow the End of Section steps and continue on to the next section. If skipping one or more sections (for example completing Section 1, skipping Sections 2 and 3, and then executing Section 4, you will need to end the lab and use the shortcuts on the desktop to start the desired section. To end the current session, reduce the VMWare Workstation window and double-click on the shortcut for the next lab section. This will terminate the current lab section and start the new one. Premise You are a Project Engineer working for an SI who has a customer that is installing a new Redundant HMI System in their plant. The customer has acquired the required hardware and software for the project, including two server class computers. Both servers have been shipped to your office for initial setup, but one server will be used as a development server and the other will be configured as the primary server for the production system. What you will accomplish in this lab You will gain a thorough understanding of installation, configuration, and maintenance of a FactoryTalk View Site Edition system. Lab Architecture There are 2 VMWare Workstation sessions used in this lab. These VMWare Workstation sessions are intended to represent a networked computing environment in a manufacturing application. As stated in the premise, the two virtual machines will play different roles throughout the lab. Initially Server 1 will be used as a base OS system ready for installation and configuration. Server 2 will be used as a development machine. Eventually they will be joined together into a single system with redundancy. 8 of 201

9 The following are the roles each server will play throughout this lab: Section 1 SERVER01 Base OS image for the Primary Server. SERVER02 Not used. Section 2 SERVER01 Base OS image for the Primary Server. SERVER02 Not used. Section 3 SERVER01 Primary Server. SERVER02 Not used. Section 4 SERVER01 Primary Server in production environment SERVER02 Development Server user for developing project in the development lab. Section 5 SERVER01 Primary Server. SERVER02 Secondary Server. Section 6 SERVER01 Primary Server. SERVER02 Secondary Server. 9 of 201

10 Throughout this lab you will be working to setup and configure the servers so that by the end of the lab you will have created the following architecture: Tools & prerequisites Software programs required The following software is required to complete in this lab. 10 of 201

11 VMware Workstation v8.0.2 (Images using W2K8 R2 x64) FactoryTalk Diagnostics v2.50 (CPR9 SR 5) FactoryTalk Services Platform v2.40 (CPR 9 SR 4) FactoryTalk Activation Manager v3.40 (CPR 9 SR 4) FactoryTalk Alarms and Events v (CPR 9 SR 4) FactoryTalk View Site Edition v (CPR 9 SR 4) RSLinx Enterprise v (CPR 9 SR 4) RSLinx Classic v (CPR 9 SR 5) RSLogix 5000 v (CPR 9 SR 5) SoftLogix v Microsoft Office 2010 Hardware devices required The following hardware is required to for this lab. (none) Files required The following files are required to complete this lab. VMWare Workstation Image Files for SERVER01 (x64), and SERVER02 (x64) InstantFizz.acd project file for RSLogix5000 InstantFizz project files for FactoryTalk View SE FactoryTalk View SE v 6.1 (CPR 9 SR 4) Install CD (or files) Patch File Validation Utility and related PFV files. FactoryTalk View 6.1 Patch Rollup (Dated 2-APR-2012) Log Reader Utility v Using VMware Switching Between Images Since we are using two images in this lab you will occasionally be instructed to switch to one image or the other. To switch between images: 1. Move the mouse to the top of the screen. 2. In the VMWare Workstation toolbar, click the blue arrows to move between the computer images. 3. Choose the desired image using the Right or Left arrows on the VMWare Workstation menu bar. Full Screen Mode OR This lab is designed to run in full screen mode on a monitor with a resolution of 1280 x If for 11 of 201

12 some reason VMware Workstation is not running in full screen mode, use the following steps to return it to full screen mode: 1. Use the mouse to move the cursor over the VMware Workstation window and click inside of the VMWare Workstation image that is running. 2. Press [Ctrl] + [Alt] + [Enter] on the keyboard. Logging In The individual VMWare Workstation sessions you will be working in have been configured to automatically log in. If for some reason you are required to manually log into an individual VMWare Workstation session, the User Name is Labuser and the password is rockwell. To login: 1. Click on the Labuser icon 2. Enter rockwell as the password and press Enter key. User name is Labuser and password is rockwell. 12 of 201

13 Section 1: Before Installing You have been assigned to install the required software and complete the initial configuration for the Primary Production Server. At this point you have already installed the Windows 2008 Server Standard Edition operating system and are ready to install the required software on the server but first you must install prerequisites and configure the operating system to prepare it for installation. About this section In this section of the lab you will: Prepare the computer for the installation of FactoryTalk View SE and related software. Install Internet Information Services (IIS) Optimize Network Interface Card settings for use with FactoryTalk View SE Optimize DCOM Settings for use with FactoryTalk View SE Optimize Internet Explorer Settings for use with FactoryTalk View SE Disable Data Execution Prevention (DEP) The following are the roles each server will play in this section: Server 1 Base OS image for the Primary Server. Server 2 Not used. This section takes approximately 20 minutes to complete. Use SERVER01 (x64) Use the SERVER01 (x64) VMWare Workstation image for the Before Installing steps below. To go to the SERVER01 (x64) image: 1. Move the mouse to the top of the screen. 2. In the VMWare Workstation toolbar, click the blue arrows to move between the computer images. 3. Choose SERVER01 (x64) from the VMWare Workstation menu. 13 of 201

14 Manually configure Network Interface Cards (NICs) and switch ports The Network Interface Card (NIC) is the hardware in a computer that lets it connect to other devices on the network. A switch manages traffic on the Ethernet network. Some switches allow ports (physical connections) to be configured individually. The link speed and duplex settings for network connections can be auto-negotiated, which means that the device determines the best way to communicate, or manually configured, which means that the settings are hard coded. Many Network Interface Cards also offer a power-saving feature that turns off the network card if it is not being used. This setting sometimes interferes with the ability of the computer to receive data, causing errors such as wireframes, stale data and other failures. To prevent these errors, disable power saving for your computer s network interface cards. For details, see To disable power saving for the NIC. For FactoryTalk View SE applications, it is recommended that you use managed switches across the control system network and that you manually configure the same link speed and duplex setting for all network connections into the managed switches. It is also recommended that you manually configure the managed switch ports, using the same settings. To learn how to configure switch ports, see the product documentation provided with the switches you are using. For an overview of best practices for connecting devices over a network, see the Ethernet Design Considerations for Control System Networks document in the Rockwell Automation Literature Library. (Search for Publication Number ENET-SO001A-EN-E.) To set up the NIC link speed and duplex and disable power saving on Windows 2008 The steps for configuring a NIC vary slightly for some of the Windows operating systems. See the FactoryTalk View SE Installation guide for steps to complete this process on other operating systems. 1. Click Start, then click Control Panel. 14 of 201

15 2. Then click Network and Sharing Center. 3. Click Change adapter settings. 4. In the list of network connections, right-click Local Area Connection, and then click Properties. 15 of 201

16 5. On the Networking tab, click the Configure button. 6. In the Properties dialog box for the device, click the Advanced tab. 16 of 201

17 7. In the list of properties for the device, click Link Speed & Duplex. 8. Select the value from the dropdown list that matches the Speed and Duplex that are configured for the associated port in the switch. For the lab, choose 1000 Mbps Full Duplex. 9. In the Properties dialog box for the device, click the Power Management tab. 10. Clear the Allow the computer to turn off this device to save power check box. 17 of 201

18 11. Click OK. 12. Close ( ) the Network Connections window. 13. Back in the Network and Sharing Center page, click on the Control Panel cookie crumb in the address bar. 18 of 201

19 Set up Data Execution Prevention (DEP) Data Execution Prevention (DEP) is a Microsoft Windows security feature in Windows XP (with Service Pack 2 or later), Windows Server 2003 (with Service Pack 1 or R2), Windows 7 Professional, Windows Vista, and Windows Server DEP is intended to protect programs and services from viruses and other security threats by preventing unauthorized programs from running executable code from system memory locations reserved for Windows and other authorized programs. The DEP settings determine which programs and services are covered by DEP protection. On computers running FactoryTalk View SE components, it is recommended that DEP be turned on for essential Windows programs and services only. To set up DEP in Windows Server 2008 R2 64-bit The steps for configuring DEP vary slightly for some of the Windows operating systems. See the FactoryTalk View Installation Guide for steps to complete this process on other operating systems. 1. In the Windows Control Panel click System and Security. 2. Click System. 19 of 201

20 3. In the list of tasks on the left, click Advanced system settings. 4. In the System Properties dialog box, if not already selected, click the Advanced tab. 5. On the Advanced tab, under Performance, click Settings. 6. In the Performance Options dialog box, click the Data Execution Prevention tab. 20 of 201

21 7. Select the option Turn on DEP for essential Windows programs and services only, and then click OK. 8. Click OK. Changes to DEP will only take effect after the computer is rebooted. Do not reboot now, you will reboot at the end of Section In the System Properties window, click OK. 21 of 201

22 10. Close ( ) the Control Panel window. 22 of 201

23 Remove unnecessary DCOM networking protocols To ensure that DCOM communications function most efficiently, remove all protocols other than TCP/IP. To remove unnecessary DCOM protocols in Windows Server 2008 R2 64-bit The steps for removing DCOM protocols vary slightly for some of the Windows operating systems. See the FactoryTalk View SE Installation guide for steps to complete this process on other operating systems. 1. On the desktop, click Start, and then click Run. 2. In the Run dialog box, type dcomcnfg, and then click OK. 3. In the Component Services tool, expand Component Services, open the Computers folder, right-click My Computer, and then click Properties. 4. Click the Default Protocols tab. 23 of 201

24 5. If the DCOM Protocols list displays protocols in addition to TCP/IP, remove those unnecessary protocols. For example, if it existed you would remove the protocol Connection-oriented SPX. In most cases it is not necessary to remove any protocols, because on a fresh install of Windows Server 2008, the only protocol installed is Connection-oriented TCP/IP. Although this is the default it is always a good idea to verify the settings before proceeding with the install of FactoryTalk Service Platform and FactoryTalk View SE. If other protocols do exist, you may want to contact the department and/or person who installed the operating system and ask why the additional protocols are there, and discuss the consequences of removing those protocols. 6. Click OK. 7. Close ( ) the Component Services window. 24 of 201

25 Set up Internet Explorer for optimal access to components FactoryTalk View stores cached copies of graphic displays and other HMI server components in the Temporary Internet Files folder, so that the components load faster when application clients request them. To optimize access to HMI server components, certain Internet Explorer settings are recommended for all application client and server computers. FactoryTalk View SE supports Internet Explorer 6.0, 7.0 and 8.0. Turn off the Work Offline setting To ensure that Internet Explorer detects updates to cached HMI server components, and that FactoryTalk View SE Clients can load components that aren t already in the cache, make sure the Work Offline setting is turned off. 1. Open Internet Explorer. Click Start Internet Explorer. (IE8 - Click Ask me later) 2. In Internet Explorer, click on the Tools menu, if there is a check mark beside Work Offline, clear the check mark by clicking on Work Offline. 25 of 201

26 Check for newer versions with every visit to a page To ensure that FactoryTalk View SE Clients can always download and use the latest versions of HMI server components, set Internet Explorer to check for newer versions of stored pages with every visit to a page. To check for newer versions in Internet Explorer 7 or later 1. In Internet Explorer, on the Tools menu, click Internet Options. 2. In the General tab, under Browsing history, click Settings. 3. In the Temporary Internet Files and History Settings dialog box, select Every time I visit the webpage. By checking Every time I visit the webpage, you ensure that the FactoryTalk View SE clients will always get the latest version of graphic (*.gfx) and other files that are downloaded from the server. 26 of 201

27 Specifying enough usable disk space To ensure that FactoryTalk View Studio can open previous versions of HMI projects, and that FactoryTalk View SE Clients can open HMI server components, set the amount of usable disk space to twice the size of the HMI project folder. If the application contains multiple HMI servers, add up the size of the HMI Projects folder from each server, and multiply that number by two. How Do I Find the Size (in MB) of the HMI Project s folder? HMI project files are stored in the following location, on computers hosting HMI servers in a network application: For Windows 7 Professional, Windows Vista and Windows Server 2008:...\Users\Public\Documents\RSView Enterprise\SE\HMI Projects For Windows XP and Windows Server 2003:...\Documents and Settings\All Users\Shared Documents\RSView Enterprise\SE\HMI Projects The folders in these locations have the same name as the names of the corresponding HMI servers in FactoryTalk View Studio. Note: When installing on an HMI Server for the first time, the HMI Projects folder will not exist until FactoryTalk View SE Is installed. In that case, either calculate the value based on the size of the project(s) that will be imported/restored onto the server, or estimate the value and update it later as necessary. To find the size: On each computer hosting an HMI Server: 1. Open Windows Explorer. 2. Navigate to the project folder specified above. 3. Right click on the HMI Projects folder and select Properies from the context menu. If the system contains multiple HMI Servers, add the size of the HMI Projects folder from each server, and then double it. If using redundancy, then only get the size of the HMI Projects folder from each of the Primary Servers. 27 of 201

28 To specify enough disk space with Internet Explorer 7 or later 1. In the Temporary Internet Files and History Settings dialog box, under Disk space to use, type a number that is at least twice the size, in MB, of the HMI project s folder. For this lab use the value of at least 136MB. 2. Click OK in the Temporary Internet Files and History Settings window. 3. Click OK again in the Internet Options window. 4. Close Internet Explorer 28 of 201

29 Remove Internet Explorer Enhanced Security Configuration Internet Explorer Enhanced Security Configuration (ESC) is a group of default security settings for Windows Server 2003 and Windows Server 2008, which protects servers by limiting the ways users can browse Internet and Intranet Web sites on the computer. If installed on a computer with FactoryTalk View SE software components, the Internet Explorer Enhanced Security Configuration can interfere with the ability of FactoryTalk View SE Clients to connect to application servers. To avoid unexpected behavior, it is recommended that you remove the Enhanced Security Configuration from Windows Server 2008 computers running FactoryTalk View SE. To remove Internet Explorer Enhanced Security Configuration in Windows Server 2008 R2 64-bit 1. Click Start, point to Administrative Tools and then click Server Manager. 29 of 201

30 2. In the Server Manager window, under Security Information, click Configure IE ESC. 3. In the Internet Explorer Enhanced Security Configuration dialog, click Off to turn off IE Enhanced Security for Administrators and for users. 4. Click OK. 30 of 201

31 Install Microsoft Internet Information Services When you install FactoryTalk View SE, the program detects whether Microsoft Internet Information Services (IIS) is installed on the computer. You must install IIS for FactoryTalk View SE network applications: On all computers that will run FactoryTalk View SE Servers (also called HMI servers). On engineering workstations that will run all the FactoryTalk View SE software components. If IIS is not installed, you are notified and asked to install the software. However, you must cancel the FactoryTalk View SE Setup program and then restart it after you have installed IIS, otherwise you will need to repair the FactoryTalk View SE installation to make FactoryTalk View SE work with IIS. Failing to do so can prevent clients from being able to communicate with servers. You can use Windows Vista only to run the FactoryTalk View SE Client, develop stand-alone or distributed applications on a single computer, or to run FactoryTalk View Studio and connect to remote HMI servers. You cannot use Windows Vista to host HMI servers that other clients connect to. To host HMI servers, use Windows 7 Professional, Windows XP, Windows Server 2003, or Windows Server 2008 instead. You do not have to install IIS if you plan to develop and run only FactoryTalk View SE local applications. To install IIS on Windows Server Return to the Server Manager window. If Server Manager is not already open, click Start, point to Administrative Tools and then click Server Manager. 31 of 201

32 2. In the Server Manager window, click Roles in the explorer pane on the left. Then under Roles Summary, click Add Roles. Use the Add Roles Wizard to add the Web Server (IIS) role. 3. In the Add Roles Wizard, click Next. 32 of 201

33 4. Check Web Server (IIS). To install the Web Server, some additional Windows features might need to be installed. If you see this pop-up dialog, click Add Required Features. 5. Click Next. 6. In the Introduction to Web Server (IIS) window, click Next. 33 of 201

34 7. In the Add Role Services dialog box, expand Common HTTP Features, and then check WebDav Publishing. 8. In the Add Role Services dialog box, expand Application Development, and then check ASP and ISAPI Extensions. If prompted to add additional services, click Add Required Role Services for each service. 34 of 201

35 9. Under Security, check Windows Authentication and URL Authorization. 10. Expand Management Tools and then expand IIS 6 Management Compatibility. 11. Under IIS 6 Management Compatibility, select IIS 6 Metabase Compatibility. 12. Click Next. 35 of 201

36 13. In the Confirm Installation Selections window, click Install. 14. The Add Roles Wizard will now install IIS. Please wait for the installation to finish, it may take a few minutes. 36 of 201

37 15. When the installation is complete it will display a summary of the installation result. Click Close. 16. Close ( ) the Server Manager window. About uninstalling IIS If for some reason you need to uninstall and then reinstall Microsoft Internet Information Services, after reinstalling you need to re-create the virtual directories in IIS. To do this, run the RSViewWebManager program installed with FactoryTalk View SE. To recreate the virtual directories in IIS: Windows 64-bit: In Windows Explorer, open c:\program files (x86)\rockwell Software\RSView Enterprise, and then double-click RSViewWebManager.exe. 37 of 201

38 Establish network connections (Informational Only) When you know which computers your network application will use, and you have provided names for them, confirm that the computers are connected to the network before you install any FactoryTalk View SE software. A network connection is required to install FactoryTalk View SE, even if you plan to develop and run a local application. To test the connection to the Network Directory computer 1. On the desktop click Start, and then click Run. 2. In the Open list box, type ping [ComputerName], where ComputerName is the name of the FactoryTalk Network Directory server computer, or the name of another computer on the network, such as the domain controller, and press the Enter key. 3. If the computer you are pinging from is connected, you should receive a reply from the IP Address of the server computer. Disable or uninstall third-party firewalls (Informational Only) FactoryTalk View SE is compatible only with the built-in Windows firewall and should not be used with third-party firewalls because this can cause unexpected results. Before installing FactoryTalk View SE, disable or uninstall all third-party firewalls on the computer. For details, see the documentation supplied with your firewall product. 38 of 201

39 End of Section This is the end of Section 1. If you are continuing on to Section 2, you would need to reboot SERVER01 (x64) before continuing. For this lab it will be easier to do the following to continue: To End the Current Section To end the current session, reduce the VMWare Workstation window and double-click on the shortcut for the next lab section. This will terminate the current lab section and start the new one. If you are skipping Section 2, you can just start any of the sessions using the icons on the desktop. IMPORTANT: You must wait for the SERVER01 and/or SERVER02 virtual computers to complete with all of the system process start up proceedures before continuing with the lab sections. 39 of 201

40 Section 2: Installing FactoryTalk View Site Edition You have been assigned to install the required software and complete the initial configuration for the Primary Production Server. You have now installed the Windows 2008 Server Standard Edition operating system and the prerequisites, and are ready to install the required software on the server. About this section In this section of the lab you will: Install FactoryTalk Services Platform Install FactoryTalk View SE Install FactoryTalk Activation Install RSLinx Enterprise The following are the roles each server will play in this section: Server 1 Base OS image for the Primary Server. Server 2 Not used. This section takes approximately 30 minutes to complete. About Installing FactoryTalk View SE and related Software The FactoryTalk View Site Edition DVD provides all the software you need to develop and run complex distributed systems involving multiple computers on a network, or local applications confined to a single computer. This section describes how to install FactoryTalk View Site Edition and supporting software, such as the FactoryTalk Services Platform and RSLinx Enterprise for the first time. To learn about upgrading an existing version of RSView Enterprise or FactoryTalk View SE, get the FactoryTalk View Installation Guide and look at Chapter 7, Upgrading FactoryTalk View Site Edition. 40 of 201

41 About the Installation Assistant (Informational Only) The Installation Assistant is a Help file that you can run alongside the FactoryTalk View SE installation program, to get additional help with installing FactoryTalk View SE. The Installation Assistant guides you through the installation process by asking questions about the type of application you plan to run, and whether you are installing the software for the first time. As a result of your answers, the Installation Assistant provides information about which software programs to install and in what order. To open the Installation Assistant 1. If necessary, close all open Windows programs, and then place the FactoryTalk View Site Edition DVD in the computer s DVD drive. 2. If the DVD does not start automatically, run D:\setup.exe, where D is the drive containing the DVD. 3. Click Open Installation Instructions (the first option). 4. Click Open FactoryTalk View Installation Assistant. FactoryTalk View Site Edition Installation Guide (Informational Only) The FactoryTalk View Site Edition Installation Guide is a manual that provides instructions on how to install FactoryTalk View SE and related components. It also includes instructions for deploying applications and upgrading existing system. Much of the content for this lab was based on the information in the Installation Guide. The Installation Guide is available in PDF format, from the Installation Instructions page on the FactoryTalk View Site Edition DVD. To open the online manual, first ensure that Adobe Reader is installed on the computer, and then open FactoryTalk View Installation Guide. Ensure that the logged-on user is a Windows administrator (Informational Only) As part of the installation process, FactoryTalk View SE creates program folders and modifies registry entries. For this part of the process to succeed, the user installing the software must have administrative rights in Windows, on the computer where the software is being installed. For example, the Windows domain Administrator account has these rights and will be able to install FactoryTalk View SE. You need administrative rights to Install FactoryTalk View. You do not need administrative rights to run FactoryTalk View. 41 of 201

42 Check for earlier versions of FactoryTalk View Site Edition (Informational Only) Before you can install FactoryTalk View SE or any supporting software, you must remove earlier versions of the software that are installed on the computer. Even if you are installing the software for the first time, check to make sure that there are no earlier versions of FactoryTalk View or any supporting software on the computer. In the FactoryTalk View Site Edition DVD, when you select Uninstall FactoryTalk View Site Edition, the uninstall program automatically detects software that must be removed. Use SERVER01 (x64) Use the SERVER01 (x64) VMWare Workstation image for the steps below. To go to the SERVER01 (x64) image: 1. Move the mouse to the top of the screen. 2. In the VMWare Workstation toolbar, click the blue arrows to move between the computer images. 3. Choose SERVER01 (x64) from the VMWare Workstation menu. 42 of 201

43 Install the FactoryTalk Services Platform The FactoryTalk Services Platform (formerly known as the FactoryTalk Automation Platform) provides essential services to all FactoryTalk products running on a computer. You must install the FactoryTalk Services Platform first, before you can install FactoryTalk View SE or any other FactoryTalk product on the computer. You must install the FactoryTalk Services Platform first, whether you install all or only some of the FactoryTalk View SE software on a computer. For details, see page 43 of the FactoryTalk View Installation Guide. To install the FactoryTalk Services Platform 1. Double-click on the Lab Files shortcut on the desktop and then navigate to the Installs Rockwell Software > FTView_SE_6.10 > folder (or navigate to C:\Lab Files\Installs Rockwell Software\FTView_SE_6.10\ in Windows Explorer.) 43 of 201

44 2. Right click on the Setup.exe file and choose Run as administrator (the second option). 3. Click Install FactoryTalk View Site Edition (the second option). When you point at an option on the FactoryTalk View Site Edition DVD, a description of the option is displayed on the right side of the page. 4. Click step 2, Install FactoryTalk Services Platform. 44 of 201

45 Even if you are using third-party data communications software (Kepware, for example), you must still install the FactoryTalk Services Platform on the computer running the data server. If Microsoft.NET Framework 3.5 SP1 is not installed on the computer,.net setup program will run automatically before FactoryTalk Services Platform. Note: If prompted with a dialog box to stop running applications that are using files that need to be updated, select Automatically, and then click OK In a typical installation (on a fresh install of the operating system) you would not see this dialog box because there would not be other Rockwell software :components already installed. In this case, we do have some additional software installed for the lab that was pre-installed on the system. 45 of 201

46 5. In the Welcome screen click Next. 6. Select I accept the terms in the license agreement and click Next. 7. Select the option for a Standard install option and then click Next. 46 of 201

47 8. Click Install. Note: If prompted to update services, click OK to continue. In a typical installation (on a fresh install of the operating system) you would not see this dialog box because there would not be other Rockwell software components already installed. In this case, we do have some additional software installed for the lab that was pre-installed on the system. 47 of 201

48 9. Setup will now install and configure the FactoryTalk Services Platform. 10. When setup has finish installing and configuring the FactoryTalk Services Platform, click Finish. 48 of 201

49 Install FactoryTalk View Site Edition 1. Click step 3, Install SQL Express Prerequisites. When you put mouse focus on Step 3, the message shown here describes what SQL prerequisites are required. In this case the operating system already has the necessary requirements. 2. Click step 4, Install FactoryTalk View Site Edition. 49 of 201

50 3. To continue installing FactoryTalk View SE, click Yes in the warning message box that tells about stopping Rockwell Automation software processes. The FactoryTalk View Site Edition installation wizard starts running. 4. In the Welcome window, click Next. 50 of 201

51 5. Select I Accept the terms in the License Agreement, and then click Next. 6. In the Customer Information window, type a user and organization name, type the product s Serial Number For this lab enter Windows User as the User Name, Lab User as the Organization, and as the serial number. Click Next to continue. If you are installing FactoryTalk View for the first time, you will find the Serial Number on the Activation Certificate enclosed with the FactoryTalk View Site Edition DVD. 51 of 201

52 7. In the Setup Type window, select Complete, and then click Next. Deciding which FactoryTalk View SE components to install The FactoryTalk View Site Edition setup program offers two options for installing the FactoryTalk View SE software. You can select: Complete, to install all FactoryTalk View SE components on the computer. Selected components, to select which FactoryTalk View SE components will be installed. The option you choose depends on the type of FactoryTalk View application or software component you plan to run on the computer and on the design of your control system. When to install all FactoryTalk View SE components You must install all of the FactoryTalk View SE software on a computer where you plan to develop, test, and run a FactoryTalk View local application (also called SE Station). OPC data servers are the only components that can run on separate computers in a local application. You might also install all the software on a computer that will function as an engineering workstation for a network application. Later, when you deploy the application, you can select which components are appropriate to install on each production computer. You may also want to choose the Complete install for any HMI Server, even if you don t plan on using the FactoryTalk View Studio or Client components. Having the Studio and Client components installed may be useful for troubleshooting and also allows you to modify screens and/or the tag database when in a pinch. When to install selected FactoryTalk View SE components Installing selected FactoryTalk View SE components is an efficient way to deploy a network application for production. You decide what s necessary for client and server computers, and then install only that software. For example, to deploy a simple network application consisting of one HMI server, one Rockwell Automation Device Server (RSLinx Enterprise), and one HMI run-time client, you only need to install the FactoryTalk View SE Client software on the client computer. 52 of 201

53 8. In the Destination Drive window, accept the default destination, and then click Next. 9. Click Install. NOTE: FactoryTalk View SE and RSLinx Enterprise both install FactoryTalk Alarms and Events. Even if you don t plan to use FactoryTalk Alarms and Events services, do not uninstall the FactoryTalk Alarms and Events software, or you will not be able to run FactoryTalk View SE. 53 of 201

54 10. The install wizard will now install SQL Server 2008 Express. This is required for the FactoryTalk View SE 6.1 installation. Enter password Rockwell1 and press OK. Various windows will appear and disappear during the install. 54 of 201

55 11. The install wizard will now install FactoryTalk View SE. WARNING: If during the installation you are presented with a window indicating that IIS is not installed, click Cancel and then quit the installation. This is a critical issue and will likely prevent essential components of FactoryTalk View SE from being installed property. Please verify that you have installed IIS and all of the required components. The following IIS components are required: ASP ISAPI Extensions Windows Authentication URL Authorization IIS 6 Metabase Compatibility Also verify that Internet Explorer is NOT offline. 12. After the FactoryTalk View SE software finishes installing, the Wizard Completed window opens. If IIS is installed correctly, you should be able to open the HMI server status page after the FactoryTalk View SE server components are installed. Try localhost first, then from another computer. To test this, open Internet Explorer, in the address field, type or then the Enter key. 55 of 201

56 13. Select all of the following options, and then click Finish: Install FactoryTalk Activation Select this check box, if you want to set up FactoryTalk Activation Manager on the computer. After you click Finish, the FactoryTalk Activation software will be installed. The computer will need to be restarted. If you meant to install FactoryTalk Activation, but you cleared the check box or selected the wrong option, you must install the software manually before activating the software. Launch Release Notes Select this check box if you want the FactoryTalk View Site Edition Release Notes to open after you click Finish. Specify FactoryTalk Directory server location Select this check box if you want to specify the location of FactoryTalk Network Directory on the computer. After you click Finish, the FactoryTalk Directory Server Location Utility will run. For information about using the utility, see About specifying the FactoryTalk Network Directory server, next. 56 of 201

57 Specifying the Network Directory server location Use the FactoryTalk Directory Server Location Utility to specify the computer that will host the FactoryTalk Network Directory, and to indicate the location of the Network Directory server, on application client and server computers. 1. Verify that the FactoryTalk Directory Server Location Utility shows localhost as the directory server. 2. Click OK. Release Notes 1. Review and then close ( ) the Release Notes. Install FactoryTalk Activation For continuous use of FactoryTalk View Site Edition and other Rockwell Software products, computers running the software must have access to activation files. To manage and provide activations for FactoryTalk View Site Edition software components, use the FactoryTalk Activation software installed with FactoryTalk View. About FactoryTalk Activation FactoryTalk Activation provides a secure, software-based system for activating Rockwell Software products and managing software activation files. With FactoryTalk Activation, there is no need for a physical master disk or any physical media; instead, activation files are generated and distributed electronically. 57 of 201

58 What happens if FactoryTalk View SE is not activated? If the FactoryTalk View SE components you have installed cannot be activated, for example, because the activation server is unavailable or because borrowed activations have expired, then the software will continue to run for up to seven days. The seven-day grace period allows time to correct the problem with acquiring activations, without disrupting critical applications. If activation is restored within seven days, normal operations will resume. If activation is not restored, the grace period will expire. After the grace period expires, if you restart FactoryTalk View SE and activation remains unavailable, the software will run for two hours in demo mode. With a FactoryTalk View SE network application running in demo mode, you can: create or load up to five HMI servers locally, in FactoryTalk View Studio. create or load up to five graphic displays per HMI server. run a local FactoryTalk View SE Client for up to two hours. In demo mode, remote SE Clients cannot connect to a FactoryTalk View SE application. import from Symbol Factory only the first graphic in each category. Install the activation software 1. Click Continue to install the prerequisites for the FactoryTalk Activation Manager. 58 of 201

59 2. Click Yes to install the HASP USB dongle drivers. Although not required, we recommend that you install the HASP USB dongle drivers. Although the HASP USB dongle drivers are optional, installing them can facilitate development, maintenance, and troubleshooting of the FactoryTalk View applications. Many of our engineers, system integrators, and partners use the HASP USB dongles for convenience and portability of activations. If you ever have an engineer or technician on site who needs to run FactoryTalk View Studio of the FactoryTalk View Client on the server, they can use their USB dongle to license the product while they are on site. 3. Click Next. 4. Select I accept the license agreement, and then click Install. 5. The setup wizard will now install the HASP USB dongle drivers. 59 of 201

60 6. When you are notified that the driver installed successfully, click Finish. 7. Wait for the installation wizard to initialize. 8. When the installation wizard has completed initialization and the Welcome screen is displayed, click Next. 60 of 201

61 9. Select I accept the terms of the license agreement and then click Next. 10. Click Install. 11. The install wizard will now install FactoryTalk Activation Manager. 61 of 201

62 12. When you are notified that the FactoryTalk Activation Manager setup completed successfully, click Finish. 13. You will be notified that you need to restart the computer to complete the installation of FactoryTalk View. Although you can restart now, we will be installing additional software so we will defer the restart until after all of the software is installed. Click No to defer the restart until after all of the software is installed. If you want to install RSLinx Enterprise or RSLinx Classic before restarting, you can wait to restart the computer; however, you must restart the computer before running FactoryTalk View SE. 62 of 201

63 Install RSLinx Enterprise The FactoryTalk View Site Edition DVD includes programs for installing RSLinx Enterprise and RSLinx Classic communications software. RSLinx Enterprise is a FactoryTalk Live Data server that can run on multiple platforms, from PanelView Plus dedicated terminals to desktop computers. For communications with Allen-Bradley local and remote devices particularly with Logix5000 controllers RSLinx Enterprise is the recommended data communications software for FactoryTalk View applications. However, RSLinx Enterprise does not allow you to create alias topic shortcuts, or to perform online tasks such as uploading and downloading RSLogix 5000 files. If you need these capabilities, use RSLinx Classic as your data communications server. When to use RSLinx Classic RSLinx Classic provides some functionality that RSLinx Enterprise does not. For example, install and use RSLinx Classic to serve data through DH+ (Data Highway +) networks, to support complex bridging and routing, and to support unsolicited messaging from a controller to RSLinx. RSLinx Classic also allows you to create alias topic shortcuts, and to perform online tasks such as uploading and downloading RSLogix 5000 files. To use an RSLinx Enterprise data server (also called a Rockwell Automation Device Server) in a local application, you must install and run the RSLinx Enterprise software on the same computer where FactoryTalk View SE is installed. To use RSLinx Enterprise data servers in a network application, you must install and run the RSLinx Enterprise software on each computer that will run a data server, and on engineering workstations that will run FactoryTalk View Studio. You must install RSLinx Enterprise on engineering workstations running FactoryTalk View Studio, even if the data servers in the application will run on remote computers. 63 of 201

64 To install RSLinx Enterprise 1. Click step 6. Install RSLinx Enterprise (optional). 2. In the Welcome window, click Next. 64 of 201

65 3. Select I accept the terms of the license agreement and then click Next. 4. Select Standard Feature Set Installation, and then click Next. 5. Click Install, to install RSLinx Enterprise. 65 of 201

66 6. Wait for the installation wizard to install RSLinx Enterprise. 7. If prompted to install any devices or devices drivers during the install, verify that the Publisher is Rockwell Automation, check Always trust software from Rockwell Automation, and then click Install. Be sure to verify that the Publisher is Rockwell Automation. 8. Click Finish to complete the install. 66 of 201

67 9. Review and then close ( ) the Release Notes. 67 of 201

68 End of Section This is the end of Section 2. If you are continuing on to Section 3, you would need to reboot SERVER01 (x64) before continuing because we didn t restart the computer after installing FactoryTalk View SE. For this lab it will be easier to do the following to continue: To End the Current Section To end the current session, reduce the VMWare Workstation window and double-click on the shortcut for the next lab section. This will terminate the current lab section and start the new one. If you are skipping Section 3, you can just start any of the sessions using the icons on the desktop. IMPORTANT: You must wait for the SERVER01 and/or SERVER02 virtual computers to complete with all of the system process start up proceedures before continuing with the lab sections. About Product Updates (Informational Only) Although we highly recommend that you install the latest product updates and patches after completing an install of the product, in order to demonstrate proper updating procedure of a redundant system, we will not be installing updates until later in this lab. After installing FactoryTalk View SE, search for Answers in the Rockwell Automation Knowledgebase that contain information about Patch TOCs for software products on the FactoryTalk View Site Edition DVD. A Patch TOC describes updates released for a particular product and version, and provides instructions for downloading and installing the updates on computers where the software is installed Each product you installed, including FactoryTalk View SE, FactoryTalk Services Platform, FactoryTalk Alarms and Events, RSLinx Enterprise, and RSLinx Classic, will have its own, version-specific Patch TOC. 68 of 201

69 To find Patch TOCs in the Rockwell Automation Knowledgebase (Informational Only) 1. In your Web browser s Address bar, type and then press <Enter>. 2. On the right side of the Rockwell Automation home page, under Resources, click Knowledgebase. 3. Under Online Support tab, click Knowledgebase link. 4. In the Knowledgebase Home page, click Log In in the upper right hand corner. 5. Enter your address and password NOTE: You are required to login in order to access the Knowledgebase. If you do not have an account, click the Create Account link and follow the instructions to create an account. 6. In the Search Answers box on the upper-left of the page, enter FactoryTalk View Patch TOC and then click the magnifying glass. 7. In the search results, look for Patch TOCs related to all the products you installed from the FactoryTalk View Site Edition DVD. If necessary, conduct a subsequent search for additional product names. Activating FactoryTalk View software (Informational Only) Typically this would be a good opportunity for you to activate your software and install licenses. Because the licenses for the products we are using in this lab have been pre-installed in the image, we will be skipping this step. For more information about activating the software see the FactoryTalk View SE Installation Guide. 69 of 201