FactoryTalk AssetCentre Getting Results Guide

1 Getting Results FactoryTalk AssetCentre Getting Results 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.

3 No patent liability is assumed by rockwell automation , Inc. with respect to use of information, circuits, equipment, or software described in this manual. 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.

4 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. 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.

5 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). 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 - FTAC-GR002D-EN-E - February 2018 3 Table of contents Chapter 1 Activation.

6 7 About the documentation set .. 8 Online help .. 8 About this book .. 8 Contact Technical Support .. 8 Chapter 2 Run the FactoryTalk AssetCentre client .. 11 Elements of the FactoryTalk AssetCentre client window .. 11 Asset view .. 12 Asset .. 12 Design mode .. 12 Asset catalog .. 13 About asset types .. 14 Workspace 17 Toolbar .. 18 Menu bar .. 19 Right-click menus .. 19 Status bar .. 19 Chapter 3 Access FactoryTalk AssetCentre Web Client .. 21 Chapter 4 Quick Start steps for configuring the system .. 23 Step 1: Add users to the FactoryTalk Directory .. 24 Step 2: Add client computers.

7 24 Step 3: Configure security for FactoryTalk AssetCentre .. 25 Policy settings and their meanings .. 26 Step 4: Add contacts to the Address Book .. 28 Step 5: Set up FactoryTalk AssetCentre database limitations .. 29 Step 6: Configure the SSL protocol .. 30 Create an SSL certificate .. 31 Import the SSL certificate to the Internet Information Services (IIS) Manager .. 31 Add the certificate authority to client and agent computers .. 32 Configure a site binding .. 32 Introduce FactoryTalk AssetCentre Navigate the FactoryTalk AssetCentre client About FactoryTalk AssetCentre Web Client Quick Start 1: Configure the system Table of contents 4 rockwell automation Publication - FTAC-GR002D-EN-E - February 2018 Enable secure communication between the server, client(s) and agent(s).

8 33 Configure SSL settings for FactoryTalk AssetCentre Web Client .. 34 Step 7: Configure Windows Authentication .. 36 Turn on Windows Authentication mode in Internet Information Services (IIS) .. 36 Chapter 5 Quick Start steps for designing the asset 39 Step 1: Plan the organization of your asset tree .. 39 Step 2: Add assets to the asset tree .. 41 Use Asset Inventory to add assets to the asset tree .. 45 Step 3: Change security settings for an asset .. 48 Chapter 6 Quick Start steps for setting up schedules .. 52 Step 1: Set up Agent Groups and agent computers in them.

9 52 Create an agent group .. 53 Create an agent computer .. 53 Step 2: Create a schedule for the desired Disaster Recovery operation .. 54 Step 3: Set up recipient lists for schedule Results .. 55 Send an End of Schedule report .. 56 Send an operation-specific 56 Step 4: Run schedules .. 57 Run schedules by making them active .. 57 Run schedules manually .. 57 Chapter 7 Quick Start steps for viewing and searching logs .. 60 Step 1: View logs .. 60 Step 2: Create a search .. 62 Step 3: Set search security .. 66 Step 4: Run searches .. 67 Make a search active .. 67 Run searches 67 Step 5: View and print search Results .

10 68 Chapter 8 Quick Start steps for managing files in Archive .. 70 Step 1: Set a working folder .. 70 Step 2: Check out a file for editing .. 71 Quick Start 2: Design the asset tree Quick Start 3: Set up Disaster Recovery schedules Quick Start 4: View and search logs Quick Start 5: Open and edit files in Archive Table of contents rockwell automation Publication - FTAC-GR002D-EN-E - February 2018 5 Step 3: Check in a file .. 73 Step 4: Get a read-only version of a file .. 74 Step 5: Open a file for viewing .. 76 Chapter 9 Quick Start steps for managing rockwell automation hardware life cycle.