FactoryTalk VantagePoint Getting Results Guide

1 Rockwell Automation Publication FTVNPT-GR001B-EN-E - January 2022 Supersedes Publication FTVNPT-GR001A-EN-E - September 2021 Getting Results Original Instructions FactoryTalk VantagePoint Getting Results Guide FactoryTalk VantagePoint Getting Results Guide 2 Rockwell Automation Publication FTVNPT-GR001B-EN-E - January 2022 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.

2 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. 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.

3 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. 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). Rockwell Automation Publication FTVNPT-GR001B-EN-E - January 2022 3 Table of Contents Chapter 1 Chapter 2 Chapter 3 Before you begin .. 9 Preparing the FactoryTalk VantagePoint server .. 9 Network considerations .. 9 Server platform considerations ..10 Ensuring the Office user account is valid ..10 Installing and configuring IIS.

6 10 Configuring prerequisites for the FactoryTalk Historian utility .. 11 Step 1: Installing the FactoryTalk VantagePoint server .. 11 Step 2: Activating the FactoryTalk license .. 16 Initializing the license on FactoryTalk VantagePoint .. 17 User licenses .. 19 Step 3: Configuring connectors .. 20 Connecting to data sources .. 20 VantagePoint simulator .. 20 Configuring FactoryTalk data sources .. 21 Connecting to FactoryTalk data sources .. 22 Step 4: Installing client applications .. 26 Chapter 4 Chapter 5 Chapter 6 Portal .. 35 Trend .. 36 XY Plotter .. 37 Excel add-in .. 38 Manager .. 40 Mobile .. 40 Chapter 7 Legal Notices .. 45 Overview system requirements Installing FactoryTalk VantagePoint Upgrading FactoryTalk VantagePoint Uninstalling FactoryTalk VantagePoint FactoryTalk VantagePoint features Next steps Legal Notices Rockwell Automation Publication FTVNPT-GR001B-EN-E - January 2022 5 Chapter 1 Overview FactoryTalk VantagePoint provides dashboards, trends, and reports that work with a broad range of real-time and historian data sources.

7 FactoryTalk VantagePoint software consists of server and client components. The server has three components: the system Server, the Portal Server, and the Database Server (or IncuityStore). The client components include the VantagePoint Portal, Trend, XY Plotter, Manager, the Excel Add-in, and Mobile site. Rockwell Automation Publication FTVNPT-GR001B-EN-E - January 2022 7 Chapter 2 system requirements FactoryTalk VantagePoint works within the system requirements of all Rockwell Automation software products. For the latest information regarding software platform support, refer to Rockwell Automation Product Compatibility and Download center . Before installing, ensure your system meets the following requirements.

8 system Server Items Descriptions Operating system Microsoft Windows Server 2012 R2 Datacenter (64-bit) Microsoft Windows Server 2012 R2 SP1 Datacenter (64-bit) Microsoft Windows Server 2016 Datacenter (64-bit) Microsoft Windows Server 2016 Standard (64-bit) Microsoft Windows Server 2019 Datacenter LTSC (64-bit) Microsoft Windows Server 2019 Standard LTSC (64-bit) Note: The VantagePoint IIS Application Pools are set to 32-bit mode only. Software Microsoft SQL Server 2012 Standard SP3 (64-bit) Microsoft SQL Server 2012 Express SP3 Microsoft SQL Server 2016 Standard SP2 Microsoft SQL Server 2016 Express SP1 Microsoft SQL Server 2019 Express Microsoft SQL Server 2019 Standard Microsoft Office 2013 SP1 (32-bit only) Microsoft Office 2016 (32-bit only) Microsoft Office 2019 (32-bit only) Microsoft Internet Explorer 11 Microsoft Edge 95 or later (Internet Explorer mode) Microsoft.

9 Net Framework full version (included with install) Microsoft .Net Framework (added when installing and configuring IIS) Hardware GHz 2 GB Hard Drive Space 4096 MB RAM Full Client Items Descriptions Operating Systems Microsoft Windows 10 Enterprise (64-bit) Microsoft Windows Server 2012 R2 Datacenter (64-bit) Microsoft Windows Server 2016 Datacenter (64-bit) Microsoft Windows Server 2016 Standard (64-bit) Microsoft Windows Server 2019 Datacenter LTSC (64-bit) Microsoft Windows Server 2019 Standard LTSC (64-bit) Note: Embedded versions are not supported. Chapter 2 system requirements 8 Rockwell Automation Publication FTVNPT-GR001B-EN-E - January 2022 Web Browser Microsoft Internet Explorer 11 Microsoft Edge 95 or later (Internet Explorer mode) Note: The Metro App for Internet Explorer 11 is not supported.

10 You can use VantagePoint Mobile on Google Chrome 91 or later or Internet Explorer 11. Software Microsoft Office 2013 SP1 (32-bit) Microsoft Office 2016 (32-bit) Microsoft Office 2019 (32-bit) Microsoft .Net Framework Adobe Reader (for viewing Eventing/ReportSet reports) Hardware GHz 100 MB Hard Drive Space 1024 MB Ram Browser Client Items Descriptions Operating system Microsoft Windows 10 Enterprise (64-bit) Microsoft Windows Server 2012 R2 Datacenter (64-bit) Microsoft Windows Server 2016 Datacenter (64-bit) Microsoft Windows Server 2016 Standard (64-bit) Microsoft Windows Server 2019 Datacenter LTSC (64-bit) Microsoft Windows Server 2019 Standard LTSC (64-bit) Note: Embedded versions are not supported.