FactoryTalk Alarms and Events System Configuration Guide

1 Technical Publications FactoryTalk Alarms and Events System Configuration Guide Important user information Read this document and the documents listed in the additional resources section about installation, Configuration , and operation of this equipment before you install, configure, operate, or maintain this product. Users are required to familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws, and standards. Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required to be carried out by suitably trained personnel in accordance with applicable code of practice.

2 If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be impaired. In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment. The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams . No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual.

3 Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited. Throughout this manual, when necessary, we use notes to make you aware of safety considerations. WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss. ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence Important: Identifies information that is critical for successful application and understanding of the product.

4 Labels may also be on or inside the equipment to provide specific precautions. SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous voltage may be present. BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may reach dangerous temperatures. ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).

5 Allen-Bradley, Rockwell Software, Rockwell Automation, and TechConnect are trademarks of Rockwell Automation, Inc. Trademarks not belonging to Rockwell Automation are property of their respective companies. Rockwell Automation Publication FTAE-RM001J-EN-E -February 2018 3 Table of contents Chapter 1 Required 9 Recommended hardware and supported operating systems.

6 9 Logix 5000 controllers .. 10 Compatible firmware .. 12 Older controllers .. 12 How to get the information you need .. 12 Chapter 2 Choose between HMI Tag Alarm Monitoring and FactoryTalk Alarms and 17 Where to start .. 19 FactoryTalk Alarms and Events components .. 19 About monitoring for alarm conditions .. 23 About device-based alarm monitoring .. 23 Device-based alarm monitoring workflow .. 23 About server tag-based alarm monitoring .. 24 Server tag-based alarm monitoring workflow .. 24 Choose between device-based and server tag-based alarm monitoring .. 26 Graphic objects in FactoryTalk Alarms and Events .. 26 Chapter 3 Decide what type of application you are building .. 27 Decide what type of alarm monitoring you need.

7 28 Follow these steps .. 29 What you need .. 29 Install and activate FactoryTalk software .. 29 Typical stand-alone System .. 30 Install FactoryTalk 30 Install Microsoft SQL Server .. 31 Chapter 4 Alarm buffering during loss of connection to the controller .. 34 Before you begin .. 34 What you need .. 34 Follow these steps .. 34 Define a Logix tag-based alarm .. 35 Create an alarm definition .. 36 Download the program to controller and test the alarm .. 37 What you need to get started Overview of FactoryTalk Alarms and Events services Plan your System Define device-based Alarms in Logix 5000 controllers Table of contents 4 Rockwell Automation Publication FTAE-RM001J-EN-E -February 2018 Define an

8 Instruction-based alarm: digital .. 37 Configure the digital alarm and download to the controller .. 37 Define an instruction-based alarm: analog .. 41 Configure the analog alarm and download it to the 41 Chapter 5 Before you begin .. 45 What you need .. 45 Follow these steps .. 46 Add a device server .. 46 Chapter 6 Before you begin .. 57 What you need .. 57 Follow these steps .. 58 Add an OPC data server to an application .. 58 Chapter 7 Before you begin .. 61 What you need .. 61 Follow these steps .. 61 Create an application .. 62 Add a data server .. 65 Add a Tag Alarm and Event Server .. 67 Define alarm conditions .. 68 Next steps .. 71 Chapter 8 Before you begin .. 73 What you need.

9 73 Follow these steps .. 74 Create a graphic display .. 74 Create an Alarm and Event Summary .. 76 Create an Alarm and Event Banner display .. 79 Create a startup macro for the Banner display .. 85 Use color animation to indicate alarm state changes .. 88 Next steps .. 97 Add a device server for Logix 5000, PLC-5, or SLC 500 controllers Add an OPC data server for third-party controllers Add a tag-based alarm server for Logix 5000, PLC-5, SLC 500, or third-party controllers Set up graphic displays Table of contents Rockwell Automation Publication FTAE-RM001J-EN-E -February 2018 5 Chapter 9 Before you begin.

10 99 What you need .. 99 Follow these steps .. 100 Create and then run a FactoryTalk View Client Configuration .. 100 Monitor Alarms and Events .. 108 Security for Alarms and Events .. 110 Acknowledge an alarm .. 110 Acknowledge the selected alarm .. 110 Acknowledge the selected alarm and enter a comment .. 111 Acknowledge all of the Alarms displayed on the page .. 112 Acknowledge all of the Alarms in the event list .. 113 Disable or enable an alarm .. 113 Disable selected Alarms .. 114 Enable selected Alarms .. 115 Suppress or unsuppress an alarm .. 116 Suppress an alarm .. 117 Unsuppress an alarm .. 117 Shelve or unshelve an alarm .. 119 Shelve an alarm: .. 119 Unshelve an alarm .. 121 Chapter 10 Before you begin.