FactoryTalk View Site Edition User’s Guide - etsmtl.ca

1 user S GUIDEView site Edition PUBLICATION VIEWSE-UM006F-EN-E August 2010 Supersedes Publication VIEWSE-UM006E-EN-E Contacting RockwellCustomer Support Telephone 1-440-646-3434 Online support Notice 2010 Rockwell Automation Technologies Inc. All rights reserved. Printed in document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies Inc. is strictly prohibited. Please refer to the license agreement for NoticesAllen-Bradley, ControlLogix, FactoryTalk , PLC-2, PLC-3, PLC-5, Rockwell Automation, Rockwell Software, RSLinx, RSView, the Rockwell Software logo, and VersaView are registered trademarks of Rockwell Automation, Inc. The following logos and products are trademarks of Rockwell Automation, Inc.:RSMACC, RSLogix, Data Highway Plus, DH+, RSView, FactoryTalk view , RSView Studio, FactoryTalk view Studio, PanelBuilder, PanelView, RSView Machine Edition , RSView ME Station, and Activation, FactoryTalk Administration Console, FactoryTalk Alarms and Events, FactoryTalk Automation Platform, FactoryTalk Services Platform, FactoryTalk Diagnostics, FactoryTalk Directory, FactoryTalk Live Data, RSAssetSecurity, and FactoryTalk , RSLinx Classic, RSLinx Enterprise, SLC 5, and SLC 500 Other TrademarksActiveX, Microsoft, Microsoft Access, SQL Server, Visual Basic, Visual C++, Visual SourceSafe, Windows, Windows ME, Windows NT, Windows 7 Professional, Windows Server 2003, Windows Server 2008, Windows Vista, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other , Acrobat.

2 And Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other is a registered trademark of ControlNet is a trademark of the Open DeviceNet Vendor Association Inc. (ODVA)Ethernet is a registered trademark of Digital Equipment Corporation, Intel, and Xerox for Process Control is a registered trademark of the OPC , SQL*Net, and SQL*Plus are registered trademarks of Oracle Factory is a trademark of Software other trademarks are the property of their respective holders and are hereby product is warranted in accord with the product license. The product s performance may be affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance.

3 This product s implementation may vary among document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior notice. It is your responsibility to obtain the most current information available from Rockwell when installing or using this ID VIEWSE-UM006F-EN-EAugust 2010iiiContents1 Getting started with FactoryTalk view SE .. 1 1 Welcome to FactoryTalk view site Edition .. 1 1 About RSView Enterprise .. 1 1 About FactoryTalk 1 2 FactoryTalk Services Platform .. 1 2 Finding more information about FactoryTalk services .. 1 3 FactoryTalk view site Edition software .. 1 4 FactoryTalk view SE 1 5 Quick start: setting up the software you need .. 1 6 Step 1: Plan the layout of the 1 7 Step 2: Install the FactoryTalk Services Platform .. 1 7 Step 3: Install FactoryTalk view SE.

4 1 7 Step 4: Install the communications software .. 1 8 Step 5: Install the necessary activation keys .. 1 8 Step 6: Set up the FactoryTalk Directory .. 1 9 Exploring the Samples Water 1 10 Creating a new FactoryTalk view SE application .. 1 12 Step 1: Create the application .. 1 12 Step 2: Create a graphic display .. 1 13 Step 3: Test run the application in FactoryTalk view SE Client .. 1 142 Exploring FactoryTalk view Studio .. 2 1 About FactoryTalk view Studio .. 2 1 About FactoryTalk Security permissions .. 2 1 Opening an application in FactoryTalk view 2 2 Gaining access to the HMI Projects folder .. 2 2 Opening the Samples Water application .. 2 3 Parts of the FactoryTalk view Studio main window .. 2 4 Menu 2 4 Toolbars .. 2 4 Explorer .. 2 5 Workspace .. 2 5 Application tab .. 2 5 Communications tab .. 2 5 Diagnostics List .. 2 6 Status bar .. 2 7 Workbook mode .. 2 7 Showing and hiding items in the main window .. 2 8ivFACTORYTALK view site Edition user S Guide Working in the Explorer 2 8 Moving the Explorer 2 9 Opening and closing folders.

5 2 10 Opening component 2 10 Creating and modifying 2 12 Adding components to an application .. 2 13 About component names .. 2 14 Deleting, removing, and renaming components .. 2 15 Techniques for working in editors .. 2 16 Gaining quick access to common operations .. 2 16 Browsing lists and components .. 2 16 Supplying tag 2 16 Selecting and building commands .. 2 17 Building 2 17 Printing from FactoryTalk view SE .. 2 18 Selecting a printer .. 2 18 Printing at run time .. 2 183 Planning an 3 1 Understanding the process you are automating .. 3 1 Planning the layout of the network .. 3 2 Choose a Windows domain or workgroup .. 3 2 Determine which computers you ll need .. 3 2 Planning communications .. 3 4 Determine how to access data .. 3 5 Planning how to monitor and control alarms .. 3 5 Planning an alarm monitoring and control system .. 3 5 Advantages of using Alarms and Events 3 6 About traditional HMI tag alarms .. 3 7 Deciding when to use HMI tags.

6 3 7 Design the HMI tag database .. 3 7 Designing a dependable control system .. 3 8 Plan how to secure the system .. 3 8 Plan to use built-in system availability 3 9 Setting up the run-time application .. 3 10 Develop a hierarchy of graphic displays .. 3 10 Create templates to ensure consistency .. 3 11 Apply visual design principles .. 3 11 Plan how to use trends .. 3 12 Plan run-time language switching .. 3 12vCONTENTS Designing a system that is easy to deploy and maintain .. 3 13 Design the application for multiple users .. 3 13 Integrating with other applications and customizing the system .. 3 134 Setting up the FactoryTalk Directory .. 4 1 About FactoryTalk Directory .. 4 1 The FactoryTalk Directory in a networked system .. 4 2 FactoryTalk Directory in a FactoryTalk view SE application .. 4 3 About local applications .. 4 4 Running network applications .. 4 4 Specifying the location of the FactoryTalk Directory server.

7 4 4 Setting up FactoryTalk Directory for a local application .. 4 7 What happens if the Network Directory server is 4 7 Monitoring Network Directory 4 75 Setting up 5 1 About FactoryTalk Security 5 1 About the FactoryTalk Directory .. 5 2 Finding more information about FactoryTalk Security .. 5 2 Gaining initial access to a FactoryTalk system .. 5 3 Logging users on to and off from FactoryTalk view 5 4 Logging on to the FactoryTalk 5 4 Logging on to FactoryTalk view Studio .. 5 6 Logging on to a FactoryTalk view SE Client .. 5 6 Deciding how to secure a FactoryTalk view SE application .. 5 8 Securing FactoryTalk view SE applications at run time .. 5 9 Securing FactoryTalk system resources .. 5 10 Setting up FactoryTalk accounts in FactoryTalk view SE .. 5 11 Setting up accounts in the Runtime Security editor .. 5 11 Removing All Users from the Runtime Security 5 14 Specifying login and logout macros .. 5 15 Removing Runtime Security accounts.

8 5 16 Setting up run-time security for HMI project components .. 5 16 Assigning security codes to commands and macros .. 5 16 Assigning security codes to graphic displays .. 5 18 Assigning security codes to OLE objects .. 5 18 Assigning security codes to HMI 5 19 Other ways to control run-time access to an application .. 5 20 Lock operators into the run-time environment .. 5 20 Use the signature button to control user 5 21viFACTORYTALK view site Edition user S Guide About FactoryTalk Security accounts .. 5 21 About the All Users 5 22 Specifying which users can set up security .. 5 22 Choosing the types of accounts to use .. 5 23 Organizing users in groups .. 5 24 Setting up user and computer accounts .. 5 25 Creating computer accounts for a network application .. 5 26 Setting up system-wide policies .. 5 27 Setting up security for FactoryTalk system resources .. 5 29 Modifying FactoryTalk Security settings .. 5 29 Specifying which actions users can perform.

9 5 31 Organizing actions into 5 32 Understanding inherited permissions .. 5 33 Breaking the chain of inheritance .. 5 33 Using explicit permissions to override inheritance .. 5 34 Performing secured tasks in FactoryTalk view SE .. 5 356 Working with network 6 1 About FactoryTalk view site Edition network applications .. 6 1 Parts of a network application .. 6 2 About FactoryTalk systems .. 6 3 Finding more information about FactoryTalk services .. 6 3 Key network application concepts .. 6 3 FactoryTalk Network Directory .. 6 3 FactoryTalk 6 4 HMI servers .. 6 4 HMI 6 5 HMI 6 5 Areas .. 6 5 Absolute and relative 6 6 System availability .. 6 8 Language switching .. 6 9 Creating network 6 9 Adding areas and servers to a network 6 10 Adding and deleting areas .. 6 10 Adding an HMI 6 10 Adding a data server .. 6 12 Adding a Tag Alarm and Event Server .. 6 12 Deciding when to use multiple 6 12 Running multiple HMI servers.

10 6 13 Monitoring disk space on HMI servers .. 6 14viiCONTENTS Setting up HMI server 6 14 Changing the name of the host computer .. 6 15 Specifying how the server starts up .. 6 15 Setting up HMI server redundancy .. 6 16 Selecting startup and shutdown 6 17 Starting and stopping HMI server components manually .. 6 18 Monitoring the status of an HMI server .. 6 19 Deleting HMI 6 19 Deleting HMI server project 6 19 Renaming and deleting network applications .. 6 20 About backing up and restoring network applications .. 6 217 Working with local applications .. 7 1 About FactoryTalk view SE local applications .. 7 1 Parts of a local 7 1 About FactoryTalk systems .. 7 2 Finding more information about FactoryTalk services .. 7 3 Key local application 7 3 FactoryTalk Local Directory .. 7 3 FactoryTalk 7 4 HMI servers .. 7 4 HMI 7 4 HMI clients .. 7 5 Relative references .. 7 5 Language switching .. 7 5 Creating local applications.