AssetCentre. Maximize Your Automation and Process Investment. Overview

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1 AssetCentre Maximize Your Automation and Process Investment Advantages Secure access to the control system Prevent unauthorized or unwanted changes from occurring in running processes or files Have a documented audit trail for Rockwell Automation devices of who made what changes and when those changes were made to device programs Have an unequivocal record of who made changes to a specific device or file Can maintain version control for all system files Always know where to find the most current version of your program Can confirm that the correct and validated configuration or programming is currently in a device Time to complete process activities (i.e., calibration) can be reduced by over 50% Manage multiple instrument types across multiple vendors View and edit the configuration for a process device Overview FactoryTalk AssetCentre provides you with a centralized tool for securing, managing, versioning, tracking and reporting automationrelated asset information across your entire enterprise. And perhaps more importantly, it can do this automatically, with limited additional management oversight or work from employees. FactoryTalk AssetCentre can impact uptime, productivity, quality, employee safety or regulatory compliance. Whatever your area of concern, FactoryTalk AssetCentre and its flexible, scalable solution can help you and your organization meet your asset uptime goals. With FactoryTalk AssetCentre, you can: Secure access to the system Track detailed users actions Manage historical versioning of any electronic file Provide automatic backup and compare operations on supported devices Configure process instrumentation Manage instrumentation calibration schedules and certificates The scalable design of FactoryTalk AssetCentre allows for easy expansion of assets and extensible (add-on) capabilities it s adaptable from small line applications to plant-wide installations. It is built on a server that provides common base functions and extendable add-on capabilities that help you leverage certain functions for specific automation asset types. It is this integrated and modular design that lets the system grow as your business goals and production needs change.

2 Base Functions FactoryTalk AssetCentre Server provides you and your production facility the tools to centrally track and manage not only the configuration changes that occur in your facility, but also the people who are able to perform these functions. The entire breadth of the base server functions can assist with diagnostics and troubleshooting and reduce the time needed to maintain your production assets. The base server functions include: Centralized Database FactoryTalk AssetCentre is built upon a centralized Microsoft SQL Server database. This database is the primary repository for all file versioning, audit logs, event logs, reporting configuration, schedules, and more. Source Control Source control leverages the centralized database and provides automatic version control. This provides proper file management and single master relationships. Audits The Audit feature gathers information centrally that is generated by user interactions with Rockwell Automation FactoryTalk-enabled applications, including FactoryTalk AssetCentre. Audits are captured while connected or even disconnected from the network! The audit trail consists of Logged Time, Occurred Time, Source, Location, Resource, Username and Message. Capture audit messages such as: Data value changes (timers, tags, instructors, etc.) Create, delete or changing of rungs Create, delete or changing of tags User log-in/out and more... The image below is an example of audits for a ControlLogix processor named Filler_CLX: Any electronic file can be put under source control RSLogix 5000 (.acd), Microsoft files (.doc,.xls,.ppt, etc.) Computer Aided Design (CAD) files (.dwg), and others. Supported source control functions include: Check-out: Writes the selected file or folder to a local working folder with read-write access and locks the selection to prevent multiple-user editing. Check-In: Reads the local working folder and updates the source control repository, creating new versions as needed. Get: Writes the selected file or folder to the local working folder with read-only access. Note: A Get can retrieve the latest or any historical version that is in the archive. Undo Check Out: Returns the selection to an unchecked out state and unlocks the selections. Examples of Rockwell Automation applications that produce audit messages are: RSLogix 5, RSLogix 500 and RSLogix 5000 PanelView Plus FactoryTalk View Site Edition FactoryTalk Security FactoryTalk AssetCentre and more... RSLogix 5000 itself produces over 150 different audit messages! Events The Events feature gathers system-generated information centrally from FactoryTalk-enabled applications, including FactoryTalk AssetCentre. The Event logs consist of Logged Time, Occurred Time, Source, Location, Severity and Message. 2

3 Examples of Event log messages are: RSLinx Enterprise service started FactoryTalk Activation checkout FactoryTalk Network Directory now active and more.... Reporting The reporting capabilities allow scheduled and ondemand searches and can include traceability information from Audit, Events or Source Control. Scheduled reports can be ed to a specific distribution list, or if run on demand (manually), can be printed or saved as an electronic file format of Microsoft Excel, Microsoft Word, Crystal Reports, Adobe Acrobat, or Rich Text Format. Security FactoryTalk AssetCentre internally leverages the powerful features already found in FactoryTalk Security. This standardized security model minimizes efforts to administer users and passwords on operator interfaces, historians, engineering and maintenance workstations. It even enforces security rights when machines are disconnected from the LAN. Using FactoryTalk Security, by user or by group, you can: Secure user actions (i.e., check-in, check-out, undo checkout, etc.) Control what a user is able to view: full or read only items in the FactoryTalk AssetCentre tree view Easily create reports for: Weekly programming change reports for any Allen- Bradley controller Daily operator inputs from PanelView Plus (Ethernet) terminals Change history report for any electronic file and more... items in the FactoryTalk AssetCentre tree view. Scheduler The Scheduler is used to run periodic tasks or reports. These are assigned to FactoryTalk AssetCentre-designated computers, or agents, to leverage unused or underutilized computing power within your facility and are load-balanced automatically across all agents. Gain Further Value with Add-on Capabilities FactoryTalk AssetCentre has an evolving set of add-on capabilities that allow you to optimize and leverage your factory automation and process device investments. These optional capabilities expand upon the robust central features already found in the FactoryTalk AssetCentre server and allow you the ability to extend the value of the system as needs change within your manufacturing environment. 3

4 FactoryTalk AssetCentre optional capabilities extend the value of your system and allow you to optimize your investments. FactoryTalk AssetCentre Process Device Configuration FactoryTalk AssetCentre Disaster Recovery FactoryTalk AssetCentre Calibration Management 4

5 Disaster Recovery FactoryTalk AssetCentre provides control system backup that is integrated with source control to provide reliable and easy access to the latest control system configuration files. The backup system can be configured to provide a comparison of the configuration file retrieved from the plant floor with the master file stored in source control so users can determine any changes that have been made on the plant floor. These operations are executed on a repeating date or time basis as scheduled to fit your operational needs. Disaster Recovery Assets Supported FactoryTalk AssetCentre supports both Rockwell Automation and third-party assets. The FactoryTalk AssetCentre Archive can be used to manage the project files for these assets, as well as any other files that you might normally store on a computer hard drive or network share. Backup and Compare Schedules Easily create Backup or Backup and Compare for any supported asset type. Schedules can be created for one or more devices, create as many schedules as you require! Set the Start time and frequency of schedule by Hourly, Daily, Weekly or Monthly. Specify by schedule and asset type backup or compare properties, i.e. Compare Options, notifications, etc. Rockwell Automation Assets The table that follows lists the Rockwell Automation devices supported by the Disaster Recovery capability. Network connectivity exceptions are noted where appropriate. Device Type Logix5000 Processors PLC-5 SLC-500 Allen-Bradley Drives MicroLogix PanelView Standard PanelView Enhanced PanelView Plus Description Supports all processors firmware v11.0 and later. Requires matching RSLogix 5000 release for each firmware version in use within the facility. Supports all processors. Supports all processors. Any drive on Ethernet, ControlNet or DeviceNet that uses RSLinx Classic. Supports MicroLogix 1000 (detailed compare) if connected to a network. Supports MicroLogix 1100, 1200, 1400 and 1500 (binary compare). PanelView devices are supported on all networks. Commonly referred to as PanelView E, these devices are only supported on Remote I/O (RIO) connections. PanelView Plus devices are supported on all networks. Additional Assets FactoryTalk AssetCentre version supports the ability to back up and compare files and/or folders on remote computers. Notification The Notification feature proactively notifies designated users when predefined system events occur. notifications could include: Upload and compare event statuses Completed, aborted or failed schedules Rogue candidate detection Device Type Remote computer (requires UNC connection) Generic FTP Devices Description Treats back-ups as single version control entity in archive. A share is required on remote computer, user credentials is also specified. Treats back-ups as single version control entity in archive. IP address required, user credential is also specified. 5

6 Third-party Assets FactoryTalk AssetCentre version supports Motoman, Fanuc and ABB robot controllers. Device Type Motoman robot controller (requires FTP connection) Fanuc robot controller (must support FTP connection) Description Motoman NX-100, XRC Robot Controller Fanuc RJ3, RJ3i, R-30iA Robot Controller procedures involving complex algorithms and obtain automatic Pass/Fail results. Calibration Points Calibration Points specifies the calibration information for the instrument, such as the number of calibration points, stated accuracy, resolution, and more. This information is then used to calculate the high and low spec and control limits for the instrument s calibration. ABB robot controller (must support FTP connection) ABB IRC5, S4C+ Robot Controller Siemens S7 processors (requires TCP/IP connection) Siemens S5 processors (requires TCP/IP connection) 400 and 300 Family 100 Family Calibration Management The FactoryTalk AssetCentre Calibration Management capability allows for a paperless calibration solution: managing calibration requirements, specifications, schedules, calibration results and reporting. When it comes to the managing of instrument calibration and system qualifications, FactoryTalk AssetCentre offers unique advantages. Whether for a single department or an entire organization, your workflow and oversight practices can be automated, systematized and improved particularly in a regulated environment such as 21 CFR Part 11 Food and Drug Administration (FDA) and Good Manufacturing Practices (GMP). How It Works The FactoryTalk AssetCentre Calibration Management capability leverages industry-leader Prime Technologies by integrating their ProCalV5 (PCV5) software into FactoryTalk AssetCentre. This Calibration Management functionality is completely contained within PCV5, but accessed solely through FactoryTalk AssetCentre. ProCalV5 Integration with FactoryTalk AssetCentre Instrument data is entered only once and shared between FactoryTalk AssetCentre and ProcCalV5 that is, the manufacture, model number, serial number, etc. Calibration summary data can be viewed within FactoryTalk AssetCentre; and for detailed calibration information, FactoryTalk AssetCentre provides a contextsensitive quick launch into the ProCalV5 application. Simplify Complex Calibration Procedures FactoryTalk AssetCentre Calibration Management lets you assign multiple input and output engineering units, multiple ranges, multiple test points and multiple tolerances. It helps users to perform calibration Master Instrument Record (MIR) The Master Instrument Record (MIR) is used to enter all of the instrument s information that will remain constant, such as model number and serial number. The MIR that is entered will be the basis for creating calibration records for those instruments. Calibration Records This is used to add, display, modify and, if necessary, delete the results of an instrument, loop, and test instrument or system calibration. This record is used to capture all information related to the calibration of an item, including inputs, readings, standards used, SOP used, man hours, who calibrated the item, and possibly, electronic approval signatures. Event History The event history is a searchable audit trail. It allows users to find any historical events quickly and easily that are associated with their items. For example, users can use this feature to determine when calibration for an instrument occurs, as well as when status changes. Reminders The tool is also equipped with a reminder system whereby overdue calibrations, work items and alerts will appear on the Reminders screen. There are many different types of reminders that may be configured by User Group to appear in this screen. They range from Late Calibrations to Un-finalized Maintenance Results. The Reminders screen may also inform users of their current Review and/or Approval obligations. Standard Reports 6

7 FactoryTalk AssetCentre Calibration Management includes a comprehensive selection of over 70 standard reports. Our standard reports include audit trails, alerts, calibration, loop, equipment reports and more. Reports can be modified or created using Crystal Reports from SAP BusinessObjects. Hand-held Transmitters With the use of the optional Field Calibrator Utility, users are able to download calibration assignments and specifications directly to a documenting process calibrator. With the calibrator, the user may then go into the field and complete the calibration assignment in accordance with the predefined and approved procedure. The completed calibration is then easily and seamlessly uploaded as electronic calibration records to the ProCal system database. Process Device Configuration FactoryTalk AssetCentre Process Device Configuration (PDC) is an optional capability. Using Field Device Tool (FDT) technology, FactoryTalk AssetCentre PDC allows you to access instrument parameters, aids in configuration and commissioning process devices and helps with diagnostics. Acting as a host system, or frame application, FactoryTalk AssetCentre gives you the ability to work with multiple vendors instruments in one common platform, reducing overall maintenance and field time. This means you now have the freedom to choose best-in-breed instruments and maintenance tools available from any of the more than fifty vendors supporting FDT technology. For more information on FDT technology, visit With FactoryTalk AssetCentre Process Device Configuration, you can: Manage installed Device Type Manager (DTM) with the DTM Catalog Build the DTM communications path from FactoryTalk AssetCentre client computers to the physical devices View and edit the configuration for a device (online or offline) Upload and download the configuration for a device Print the configuration for a device How It Works The Path The path from the FactoryTalk AssetCentre Client to the physical device passes through one or more intermediate gateway or communication DTMs. For example, this picture shows the physical path from the client through ControlLogix to an Endress+Hauser Cerabar pressure device. DTM Network The physical communications path to the device is managed via the intuitive, easy-to-use DTM Network editor. Adding new devices is easy with the Scan Network function. Devices found via the scan will automatically be added, capturing the device(s) model number, serial number, manufacture, etc. DTM View Depending on the device (for example, Endress+Hauser Cerabar pressure transmitter, the DTM View presents a rich set of graphical user features and functions that are unmatched to other technologies. From the DTM View, you can edit online/offline parameters; upload/download configuration; print; view online help manuals, trending for diagnostic purposes, etc. Connectivity Options FactoryTalk AssetCentre Process Device Configuration comes standard with a number of communications and device DTMs for use in a variety of Rockwell Automation architectures. The common process device networks (HART, Fieldbus Foundation and Profibus PA) are supported for use within FactoryTalk AssetCentre Process Device Configuration. Rockwell Automation-provided Communication DTMs ControlLogix (Ethernet or ControlNet) 1756-IF8H HART Analog Input 1756-OF8H HART Analog Output Flex I/O (Ethernet or ControlNet) 1794-IE8H/A HART Analog Input 1794-IE8H/B HART Analog Input 1794-OE8H/A HART Analog Output 1794-OE8H/B HART Analog Output 1794-IF8IH/A HART Analog Input 1794-OF8IH/A HART Analog Input 7

8 1797-IE8H/A HART Analog Input 1797-IE8H/B HART Analog Input 1797-OE8H/A HART Analog Output 1797-OE8H/B HART Analog Output Foundation Fieldbus 1757-FFLD (Ethernet) 1757-FFLDC (ControlNet)) Additional hardware communication DTMs can be obtained directly from the device manufacturer for example, HiProm s EN2PA DTM. Rockwell Automation-provided Device DTMs Rockwell Automation provides a generic device driver library called the idtm. The idtm represents both input and output type devices, such as Rosemount 643 Pressure Transmitter, Fisher Valve DVC600, etc. With the idtm you can go online, monitor, configure and print device configuration. Note: Offline configuration is not supported via the idtm. For online configuration or for advanced device configuration, beyond the generic idtm, device drivers can be obtained directly from the device manufacturer for example, Endress+Hauser, Metso. ADVANTAGES OF FACTORYTALK ASSETCENTRE ADD-ON OPTIONS FactoryTalk AssetCentre Disaster Recovery Secure access to the control system Prevent unauthorized or unwanted changes from occurring in running processes or files Have a documented audit trail for Rockwell Automation devices of who made what changes and when those changes were made to device programs Have an unequivocal record of who made changes to a specific device or file Can maintain version control for all system files Always know where to find the most current version of your program Can confirm that the correct and validated configuration or programming is currently in a device FactoryTalk AssetCentre Calibration Management Time to complete calibrations can be reduced by over 50% Allows compliance (automatic documentation and reporting) Helps improve staff effectiveness (ease of accessing the right information) Helps improve product quality and helps reduce process mishaps (instrument performing as intended) Helps allow a more repeatable process (not operator specific) Helps to lower production cost (closer to specification thresholds, removing safeties) Easy review of any aspect of activities One system! FactoryTalk AssetCentre Process Device Configuration Manage installed Device Type Manager (DTM) with the DTM Catalog Build the DTM Networks from FactoryTalk AssetCentre client computers to the physical devices View and edit the configuration for a device (online or offline) Upload and download the configuration for a device Print the configuration for a device Manage multiple instrument types across multiple vendors Manage multiple instrument types across multiple protocols (HART, Profibus and Foundation Fieldbus) Remotely connect to instruments to diagnose and correct problems quickly FactoryTalk AssetCentre, FactoryTalk Directory, FactoryTalk Security, Factory Talk View Site Edition, Logix5000, MicroLogix, PLC-5, SLC-500, RSLinx, RSLogix 5, RSLogix 500, RSLogix 5000, PanelView Plus and Rockwell Software are trademarks or registered trademarks of Rockwell Automation, Inc. All other trademarks and registered trademarks are the property of their respective companies. Publication FTALK-PP001F-EN-P February 2011 Supersedes Publication FTALK-PP001E-EN-P July 2010 Copyright 2011 Rockwell Automation, Inc. All Rights Reserved. Printed in USA.