User Manual Virtual Image Templates Catalog Numbers 9528-PAXVTENE, 9528-APPOWSENE, 9528-APPHISTENE System Release 3.
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.
Summary of Changes This manual contains new and updated information. Changes throughout this revision are marked by change bars, as shown to the right of this paragraph. New and Updated Information This table contains the changes made to this revision. Topic Page Application Server OWS (AppServ-OWS) and Application Server Historian (AppServ-Hist) added to the list of virtual image templates. 7 Added AppServ-OWS and AppServ-Hist to Virtual Templates figure.
Summary of Changes Notes: 4 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Table of Contents Preface Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Microsoft Software Licensing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Catalog Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Build Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table of Contents PlantPAx AppServ-OWS Base Configuration . . . . . . . . . . . . . . . . . . Microsoft Remote Desktop Services Licensing . . . . . . . . . . . . . . . . . . . . . . Install Additional Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Install Special Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add Remote Desktop Services Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Preface This manual describes how to use virtual image templates for setting up virtual machines. Virtual machines are independent operating environments that use virtual resources. As the manufacturing industry embraces the virtual infrastructure, the use of the PlantPAx™ Virtual Image Templates provides reduced complexity and increased efficiency of system deployment.
Preface Before You Begin You need the following items during the setup and configuration of the virtual templates: • PlantPAx Virtual Images Templates USB drive to access the template files • Microsoft Volume License keys: – PASS template requires a Microsoft Volume License Key for Windows Server 2008 R2 SP1 operating system – EWS and OWS workstation templates each require a Microsoft Volume License for Windows 7 Professional SP1 operating system – Application Server OWS (AppServ-OWS) template requires a
Preface This table lists the product catalog numbers for activations. Catalog Numbers Category Cat. No.(1) Description Virtual templates 9528-PAXVTENE USB device that contains three virtual image templates (PASS, EWS, and OWS). Each template contains a Microsoft Windows operating system, with all required Rockwell Automation software pre-installed but not activated. A Microsoft full packaged product license is included.
Preface Table 1 - System and Software Requirements Element Category Description OWS Operating system Windows 7 Professional SP1 operating system, 64-bit Rockwell Automation software • FactoryTalk View SE Client software, version 7.00.00 • FactoryTalk Services Platform software, version 2.60.00 • FactoryTalk Activation software, version 3.60.00 Additional third-party software • Adobe Acrobat Reader software, version 10.01 • Microsoft Internet Explorer software, version 8 • VMWare tools, version 8.
Preface Additional Resources These documents contain additional information concerning related products from Rockwell Automation. Resource Description PlantPAx Process Automation System Reference Manual, publication PROCES-RM001 Details the application rules for implementing a PlantPAx system. PlantPAx Process Automation System Selection Guide, publication PROCES-SG001 Provides procurement information for a PlantPAx system. Product Certifications website, http://www.ab.
Preface Notes: 12 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Chapter 1 Configure the Virtual Image Templates Virtualization lets you remove the operating system dependency on computer hardware and enables you to consolidate workloads by putting multiple virtual machines on a single piece of hardware. Each virtual machine is dynamically allocated a share of the hardware resources to function like a physical machine. The PlantPAx system offers pre-built templates of virtual machines for specific server and workstation system elements.
Chapter 1 Configure the Virtual Image Templates 2. Type information in the login dialog box. Field Description IP address/Name Type an IP address for the server. For example: 172.18.27.24 User name Type a user name for the server specified above. Password Type the specified user’s password. Use Windows session credentials Clear the checkbox. 3. Click Login. 4. From the File menu, choose Deploy OVF Template. The Deploy OVF Template Wizard appears. 5. Browse to the OVF template. 6.
Configure the Virtual Image Templates Chapter 1 The Deploy OVF Template dialog box shows the OVF Template Details (boldfaced in the left column). 8. Review the information in the Product Name (circled above) field to verify that it is the correct image you want to deploy. IMPORTANT The product name, such as ‘PlantPAx PASS Virtual Template v3.0’, and size can vary between virtual images. 9. Click Next.
Chapter 1 Configure the Virtual Image Templates The Deploy OVF Template dialog box shows the Name and Location section to define for your virtual environment. 10. In the Name box, type a name for your deployed template. 11. In the Inventory Location box, select a location in your Datacenter for the deployed template and click Next. The Deploy OVF Template dialog box shows the Host/Cluster section.
Configure the Virtual Image Templates Chapter 1 12. Select the host in the cluster and click Next. The Deploy OVF Template dialog box shows the Datastore section. 13. Select the Datastore to host the deployed template and click Next. The Deploy OVF Template dialog box shows the Disk Format section.
Chapter 1 Configure the Virtual Image Templates 14. Select one of the following formats to store the virtual disks: • Thin provisioned format - Disk storage is allocated on demand as data is written to virtual disks. • Thick provisioned format - Disk storage is allocated immediately. 15. Click Next. The Deploy OVF Template dialog box shows the Network Mapping section. 16. Map the networks in the Source column to networks in your inventory. 17. Click Next.
Configure the Virtual Image Templates Chapter 1 The Deploy OVF Template dialog box shows the Ready to Complete section so you can verify the deployment settings. Your information can vary from the example dialog box. 18. Select one of the following to verify settings: • If information is wrong, click Back to correct the information. • If the information is correct, click Finish. The template deployment can take 20 minutes or more depending on the size of your template.
Chapter 1 Configure the Virtual Image Templates Create a Template on Datacenter for Future Deployments Now that you have deployed the OVF template from the USB drive, this section shows how to create a template within the Datacenter for future deployments. This new template is no longer in OVF format, but in a format used by VMware. 1.
Configure the Virtual Image Templates Chapter 1 The Clone Virtual Machine to Template dialog box shows the Name and Location section. 3. In the Template Name box (circled above), type a name for the cloned template. 4. In the Template Inventory Location box, select a location to store the new template and click Next.
Chapter 1 Configure the Virtual Image Templates The Clone Virtual Machine to Template dialog box shows the Host/Cluster section. 5. Select the host in the cluster and click Next. The Clone Virtual Machine to Template dialog box shows the Datastore section. 6. Select the Datastore to host the cloned template and click Next.
Configure the Virtual Image Templates Chapter 1 The Clone Virtual Machine to Template dialog box shows the Disk Format section. 7. Select one of the following formats to store the virtual back-up disks: • Same format as source • Thin provisioned format - Disk storage is allocated on demand as data is written to virtual disks. • Thick format - Disk storage is allocated immediately. 8. Click Next.
Chapter 1 Configure the Virtual Image Templates The Clone Virtual Machine to Template dialog box shows the Click to Finish section. 9. Select one of the following to verify settings: • If information is incorrect, click Back to correct the information. • If the information is correct, click Finish. It can take 30 minutes, depending on the size of the hard drive, to clone a virtual machine to a template. In the vSphere Client software, look at the Recent Tasks in the bottom of the window.
Configure the Virtual Image Templates Deploy Additional Virtual Machines from Datacenter Chapter 1 Now that we have templates on the Datacenter, additional deployments can be performed from these new templates. We no longer require the USB drive or VMware to convert from the OVF format. This new template is no longer in OVF format, but in a format used by VMware. 1.
Chapter 1 Configure the Virtual Image Templates 6. In the Inventory Location box, select the location of the virtual environment in the template and click Next. The Deploy Template dialog box shows the Host/Cluster section. 7. Select the host in the cluster and click Next. The Deploy Template dialog box shows the Datastore section. 8. Select the Datastore to host the deployed template and click Next.
Configure the Virtual Image Templates Chapter 1 The Deploy Template dialog box shows the Disk Format section. 9. Select one of the following formats to store the virtual disks: • Same format as source • Thin provisioned format - Disk storage is allocated on demand as data is written to virtual disks. • Thick format - Disk storage is allocated immediately. 10. Click Next.
Chapter 1 Configure the Virtual Image Templates The Deploy Template dialog box shows the Guest Customization section. 11. Click one of the following options for the guest operating system that is hosting the new virtual machine: • Do not customize (recommended) • Customize by using the Customization Wizard • Customize by using an existing customization specification 12. Click Next.
Configure the Virtual Image Templates Chapter 1 The Deploy Template dialog box shows the Ready to Complete section. 13. Select one of the following to verify settings: • If information is wrong, click Back to correct the information. • If the information is correct, go to step 14. 14. Clear the following checkboxes: • Power on this virtual machine after creation • Edit virtual hardware (Experimental) 15. Click Finish.
Chapter 1 Configure the Virtual Image Templates Notes: 30 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Chapter 2 Configure the Process Automation System Server (PASS) This chapter details several procedures for configuring a new Process Automation System Server (PASS) virtual machine: • Setting up Windows Server 2008 for the new instance • Setting up the Network Adapter • Setting up FactoryTalk Directory • Setting up activation files The FactoryTalk Directory is the information hub that centralizes the settings and administration of Rockwell Automation software components across multiple computers through
Chapter 2 Configure the Process Automation System Server (PASS) Before You Begin You must have your template deployed from the USB drive to perform the following procedures in this chapter. If you need to deploy the template, see Chapter 1 on page 13 for details. Configure Microsoft Windows Server 2008 Complete these steps on a virtual machine to initiate the Microsoft Windows Server 2008 operating system setup for the PASS server.
Configure the Process Automation System Server (PASS) Chapter 2 You see this window after initial setup is complete. This stage can take a few minutes. The Microsoft Windows Set Up Windows dialog box appears. IMPORTANT First, click inside the console to activate the controls for your virtual machine.
Chapter 2 Configure the Process Automation System Server (PASS) 4. Choose the appropriate option from the following pull-down menus. Menu Description Country or region Choose your country or region, for example, United States. Time and currency Choose your time and currency, for example, English (United States). Keyboard layout Choose your keyboard layout, for example, US. 5. Click Next. The License Agreement appears.
Configure the Process Automation System Server (PASS) Chapter 2 The Administrator account dialog box appears so you can change a password.
Chapter 2 Configure the Process Automation System Server (PASS) The virtual image desktop appears. IMPORTANT 36 The default time zone for Windows Server 2008 is Pacific Time. If you are not in the Pacific Time zone, you need to change time zone and update the time.
Configure the Process Automation System Server (PASS) Chapter 2 Create an Administrator User Account We suggest that you create an Administrator user account for each user that requires administrative privileges. This best practice safeguards server corruption by restricting access to the default administrative account, thus creating a backup of critical system information. Each user can be delegated a separate user account with password protection.
Chapter 2 Configure the Process Automation System Server (PASS) 3. Click Create a new account (circled above). The Create New Account dialog box appears. 4. Type your new user account name (circled above) and make sure Administrator is selected. 5. Click Create Account. The New Manage Accounts window appears. Current Administrator Account Default New user account that is being configured. The current Administrator account (default) is shown with a blue background.
Configure the Process Automation System Server (PASS) Chapter 2 The Change an Account window appears. 7. Click Create a password (circled above). The Create Password dialog box appears. 8. Complete the password configuration. Topic Description Password Type a password, then re-type the password to confirm the entry. See page 35 for password requirements. Passphrase Type a password that contains a string of words and characters.
Chapter 2 Configure the Process Automation System Server (PASS) 11. Click Start and log off the virtual machine. IMPORTANT First, click inside the console to activate the controls for your virtual machine. 12. Do not press CRTL+ALT+DELETE as shown on the screen. Press CTRL+ALT+INSERT to access the virtual machine.
Configure the Process Automation System Server (PASS) Chapter 2 13. Click the newly created New_User_Account. The New User Account window appears. 14. Type your password and press Return. The Windows virtual image desktop appears with your personal account privileges.
Chapter 2 Configure the Process Automation System Server (PASS) Rename the Computer for Your Location Follow these steps before using your virtual machine. 1. On the desktop of the virtual machine, right-click the computer icon and choose Properties. 2. From the Computer name, domain, and workgroup settings area, click Change Settings (on the right side). 3. On the Computer Name tab, click Change. 4. Type a new computer name in the Computer Name box.
Configure the Process Automation System Server (PASS) Configure Ethernet Network Adapter Settings Chapter 2 Use the following procedure to set the speed, duplex, and power management settings for the Ethernet adapter. 1. Click Start and choose Control Panel. 2. Click System & Security. 3. Click Network & Internet. 4. Click Network and Sharing Center. The Network and Sharing Center dialog box appears. 5. Click Change Adapter Settings. 6. Right-click Local Area Connection and choose Properties.
Chapter 2 Configure the Process Automation System Server (PASS) Configure the FactoryTalk Directory on the PASS The following procedure assumes the PASS is going to host the FactoryTalk Directory. The directory server manages applications that can exist on multiple clients and servers on separate computers on the PlantPAx system. IMPORTANT It is required to have a username and password with Administrator privileges to install FactoryTalk software and to specify a FactoryTalk Directory location.
Configure the Process Automation System Server (PASS) Chapter 2 Workgroup: Username: New_user_account Password: Use the password you created with your new_user_account. See page 39. Domain: Use the username and password of the domain account. 5. Type the credentials for the local directory configuration and click Next. The password verification occurs twice because you checked both the Network and Local Directory checkboxes on the FactoryTalk Directory Configuration Wizard.
Chapter 2 Configure the Process Automation System Server (PASS) Delete the Old Computer Name The old computer name is embedded in the sample applications. Therefore, if you want to use the sample applications, complete the following steps to rehost the applications on the new computer name. You delete the old computer name from the FactoryTalk Directory by using the Administration Console. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Administration Console.
Configure the Process Automation System Server (PASS) Chapter 2 5. Right-click FTAETag_Server and choose Properties. The FTAETag_Server Properties dialog box appears. 6. From the 'Computer hosting the alarm server' pull-down menu, choose your new computer name. 7. Click OK. 8. In the Explorer window, click ‘+’ to expand Samples Water.
Chapter 2 Configure the Process Automation System Server (PASS) 9. Right-click Samples Water AE Alarms and choose Properties. The Samples Water AE Alarms Properties dialog box appears. 10. Select the new computer name and click OK. A warning message appears. 11. Click OK. 12. In the Explorer window, choose Network>System> Computers and Groups>Computers.
Configure the Process Automation System Server (PASS) Chapter 2 13. Right-click the old computer name that was generated by the operating system and choose Delete.
Chapter 2 Configure the Process Automation System Server (PASS) Configure the FactoryTalk Activation Server For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation software products and managing software activation files.
Configure the Process Automation System Server (PASS) Chapter 2 Open Activation Manager On the Activation Manager computer, start the activation process by opening the Activation Manager. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager. The FactoryTalk Activation Manager window appears. 2. For instructions on installing FactoryTalk activations, click Help (circled above). 3. Use the Help instructions to complete the activations.
Chapter 2 Configure the Process Automation System Server (PASS) Notes: 52 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Chapter 3 Configure the EWS and OWS System Elements This chapter describes how to configure workstations for your virtual environment. The configuration procedures for the EWS and OWS are similar even though these PlantPAx system elements operating differently.
Chapter 3 Configure the EWS and OWS System Elements Before You Begin You must have your template deployed from the USB drive to perform the following procedures in this chapter. If you need to deploy the template, see Chapter 1 on page 13 for details. Configure Microsoft Windows 7 Professional Complete these steps to configure Microsoft Windows 7 Professional settings for the EWS and OWS workstations on your virtual machine. 1.
Configure the EWS and OWS System Elements Chapter 3 The Microsoft Windows Set Up Windows dialog box appears. 4. Choose the appropriate option from the following pull-down menus. Menu Description Country or region Choose your country or region, for example, United States. Time and currency Choose your time and currency, for example, English (United States). Keyboard layout Choose your keyboard layout, for example, US. 5. Click Next.
Chapter 3 Configure the EWS and OWS System Elements The Set Up Window dialog box shows the user name and computer name. 6. Type information in the Set Up Windows dialog box. Topic Description Type a user name Type a user name for the virtual machine. Type a computer name Type a computer name. IMPORTANT You need the user name again when you configure your FactoryTalk Directory. 7. Click Next.
Configure the EWS and OWS System Elements Chapter 3 The Set Up Window dialog box shows the account password. 8. Type information in the Set Up Windows dialog box. Topic Description Type a password Type a password. Retype your password Retype the password. Type a password hint Type a hint that reminds you of the password. IMPORTANT You need the password again when you configure your FactoryTalk Directory. 9. Click Next. The License Agreement appears. 10.
Chapter 3 Configure the EWS and OWS System Elements The Windows Update window appears. 12. Click Ask me later. 13. From the Time Zone pull-down menu, choose your time zone. 14. If you need to, click ‘Automatically adjust clock for Daylight Savings Time’. 15. Click Next. The Set Up Window shows the current location options. 16. Click Work Network. A message appears indicating that ‘Windows is finalizing your settings’. The desktop of the virtual machine then opens.
Configure the EWS and OWS System Elements Chapter 3 5. Select Domain or Workgroup (default) and click OK. We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. The domain centralizes administration of the users, groups, and security settings. IMPORTANT To join a domain, the user must have the appropriate domain user account with proper credentials to add the computer to the domain. 6.
Chapter 3 Configure the EWS and OWS System Elements Define the FactoryTalk Directory Location Complete the following steps to specify the Network FactoryTalk Directory location for the EWS and OWS workstations. Complete these steps for each workstation. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location. The FactoryTalk Directory Server Location Utility appears. 2. Click Browse (ellipsis '…' in box). 3.
Configure the EWS and OWS System Elements Configure the FactoryTalk Activation Server Chapter 3 For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation software products and managing software activation files.
Chapter 3 Configure the EWS and OWS System Elements Open Activation Manager On the Activation Manager computer, start the activation process by opening the Activation Manager. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager. The FactoryTalk Activation Manager window appears. 2. For instructions on installing FactoryTalk activations, click Help (circled above). 3. Use the Help instructions to complete the activations.
Configure the EWS and OWS System Elements Chapter 3 3. Click Update Activation Search Path. The Update Activation Search Path window appears. 4. Click Add Server. 5. Click Browse (ellipsis ‘…’ in box). The Browse for Server message window appears. 6. Select the PASS in the network and click OK. The name of the PASS computer appears in the table under Path to Activations. 7. Check the box next to the name of the PASS computer. 8. Click ‘Up’ so that the PASS computer moves to the top of the list. 9.
Chapter 3 Configure the EWS and OWS System Elements Notes: 64 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) The Application Server OWS (AppServ-OWS) provides PlantPAx users with an alternative to the standard OWS client machine (physical or virtual). AppServOWS uses Microsoft Remote Desktop Services (RDS) technology to serve multiple instances of the OWS from a single server virtual template. This architecture is ideal for PlantPAx users wishing to use Thin Clients as Operator Work Stations.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) The table shows the topics in this section.
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 3. In the Organizer tree, right-click the virtual machine and choose Power>Power On. You see this window after initial setup is complete. This stage can take a few minutes.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) The Microsoft Windows Set Up Windows dialog box appears. IMPORTANT First, click inside the console to activate the controls for your virtual machine. 4. Choose the appropriate option from the following pull-down menus. Menu Description Country or region Choose your country or region, for example, United States. Time and currency Choose your time and currency, for example, English (United States).
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 The Administrator account dialog box appears so you can change a password.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) The virtual image desktop appears. IMPORTANT 70 The default time zone for Windows Server 2008 is Pacific Time. If you are not in the Pacific Time zone, you need to change time zone and update the time.
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 Create an Administrator User Account We suggest that you create an Administrator user account for each user that requires administrative privileges. This best practice safeguards server corruption by restricting access to the default administrative account, thus creating a backup of critical system information. Each user can be delegated a separate user account with password protection.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) 3. Click Create a new account (circled above). The Create New Account dialog box appears. 4. Type your new user account name (circled above) and make sure Administrator is selected. 5. Click Create Account. The New Manage Accounts window appears. Current Administrator Account Default New user account that is being configured. The current Administrator account (default) is shown with a blue background.
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 The Change an Account window appears. 7. Click Create a password (circled above). The Create Password dialog box appears. 8. Complete the password configuration. Topic Description Password Type a password, then re-type the password to confirm the entry. See page 69 for password requirements. Passphrase Type a password that contains a string of words and characters.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) 11. Click Start and log off the virtual machine. IMPORTANT First, click inside the console to activate the controls for your virtual machine. 12. Do not press CRTL+ALT+DELETE as shown on the screen. Press CTRL+ALT+INSERT to access the virtual machine.
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 13. Click the newly created New_User_Account. The New User Account window appears. 14. Type your password and press Return. The Windows virtual image desktop appears with your personal account privileges. Rename the Computer for Your Location Follow these steps before using your virtual machine. 1. On the desktop of the virtual machine, right-click the computer icon and choose Properties. 2.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) 5. Select Domain or Workgroup (default) and click OK. We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. The domain centralizes administration of the users, groups, and security settings. IMPORTANT To join a domain, the user must have the appropriate domain user account with proper credentials to add the computer to the domain. 6.
Configure Application Server OWS (Microsoft Remote Desktop Services) Define the FactoryTalk Directory Location Chapter 4 Complete the following steps to specify the Network FactoryTalk Directory location for AppServ-OWS. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location. The FactoryTalk Directory Server Location Utility appears. 2. Click Browse (ellipsis '…' in box). 3.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) Configure the FactoryTalk Activation Server For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation software products and managing software activation files.
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 Open Activation Manager On the Activation Manager computer, start the activation process by opening the Activation Manager. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager. The FactoryTalk Activation Manager window appears. 2. For instructions on installing FactoryTalk activations, click Help (circled above). 3.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) 3. Click Update Activation Search Path. The Update Activation Search Path window appears. 4. Click Add Server. 5. Click Browse (ellipsis ‘…’ in box). The Browse for Server message window appears. 6. Select the PASS in the network and click OK. The name of the PASS computer appears in the table under Path to Activations. 7. Check the box next to the name of the PASS computer. 8.
Configure Application Server OWS (Microsoft Remote Desktop Services) Configure Remote Desktop Services Chapter 4 The Application Server OWS provides PlantPAx users with an alternative to the standard OWS client machine (physical or virtual). The AppServ-OWS uses Microsoft Remote Desktop Services (RDS) technology to serve multiple instances of the OWS from a single server Virtual Template. This architecture is ideal for PlantPAx users wishing to use Thin Clients as Operator Work Stations.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) One FactoryTalk View SE client activation key is required for each Remote Desktop Session in which FactoryTalk View SE client is run. The first instance of FactoryTalk View SE client loaded within a Remote Desktop Session acquires an activation key. Any additional FactoryTalk View SE clients that are started within a session do not require additional keys.
Configure Application Server OWS (Microsoft Remote Desktop Services) Chapter 4 • When the FactoryTalk View SE Server is also the Remote Desktop Session Host, it is possible that thin clients cannot add/change pens in a trend. TIP For more information see Knowledgebase Answer ID 32715 - Cannot add/change pens in trend from SE client on Terminal Server at https://rockwellautomation.custhelp.com/app/answers/detail/a_id/ 32715. • If your FactoryTalk View SE client configuration (.
Chapter 4 Configure Application Server OWS (Microsoft Remote Desktop Services) Microsoft Remote Desktop Services Licensing RDS has its own method for licensing clients that log on to RDS servers, separate from the licensing for the Windows Server 2008 R2 family of operating systems. Remote Desktop Connections must receive a valid license issued by a Remote Desktop Licensing Server before they can log on to a Remote Desktop Session Host or Connection Broker.
Chapter 5 Configure Application Server Historian This chapter provides you with the details necessary to deploy the Application Server Historian (AppServ-Hist) virtual template. AppServ-Hist (based on FactoryTalk Historian) satisfies the Data Collection role of the PlantPAx system architecture.
Chapter 5 Configure Application Server Historian Topic Page Delete Old Computer Name 110 Synchronize AF Database 112 Complete Historian Configuration 114 IMPORTANT During the configuration of Application Server Historian you can encounter a User Account Control window that asks if you want to allow a program to make changes to the computer. Click Yes and continue on.
Configure Application Server Historian Chapter 5 You see this window after initial setup is complete. This stage can take a few minutes. The Microsoft Windows Set Up Windows dialog box appears. IMPORTANT First, click inside the console to activate the controls for your virtual machine.
Chapter 5 Configure Application Server Historian 4. Choose the appropriate option from the following pull-down menus. Menu Description Country or region Choose your country or region, for example, United States. Time and currency Choose your time and currency, for example, English (United States). Keyboard layout Choose your keyboard layout, for example, US. 5. Click Next. The License Agreement appears. This agreement includes Microsoft Windows, Rockwell Automation Software, and Adobe Reader. 6.
Configure Application Server Historian Chapter 5 The Administrator account dialog box appears so you can change a password.
Chapter 5 Configure Application Server Historian The virtual image desktop appears. IMPORTANT 90 The default time zone for Windows Server 2008 is Pacific Time. If you are not in the Pacific Time zone, you need to change time zone and update the time.
Configure Application Server Historian Chapter 5 Create an Administrator User Account We suggest that you create an Administrator user account for each user that requires administrative privileges. This best practice safeguards server corruption by restricting access to the default administrative account, thus creating a backup of critical system information. Each user can be delegated a separate user account with password protection.
Chapter 5 Configure Application Server Historian 3. Click Create a new account (circled above). The Create New Account dialog box appears. 4. Type your new user account name (circled above) and make sure Administrator is selected. 5. Click Create Account. The New Manage Accounts window appears. Current Administrator Account Default New user account that is being configured. The current Administrator account (default) is shown with a blue background.
Configure Application Server Historian Chapter 5 The Change an Account window appears. 7. Click Create a password (circled above). The Create Password dialog box appears. 8. Complete the password configuration. Topic Description Password Type a password, then re-type the password to confirm the entry. See page 89 for password requirements. Passphrase Type a password that contains a string of words and characters. Passphrases are generally longer in length, thus more secure, than passwords.
Chapter 5 Configure Application Server Historian 11. Click Start and log off the virtual machine. IMPORTANT First, click inside the console to activate the controls for your virtual machine. 12. Do not press CRTL+ALT+DELETE as shown on the screen. Press CTRL+ALT+INSERT to access the virtual machine.
Configure Application Server Historian Chapter 5 13. Click the newly created New_User_Account. The New User Account window appears. 14. Type your password and press Return. The Windows virtual image desktop appears with your personal account privileges.
Chapter 5 Configure Application Server Historian Rename the Computer for Your Location Follow these steps before using your virtual machine. 1. On the desktop of the virtual machine, right-click the computer icon and choose Properties. 2. From the Computer name, domain, and workgroup settings area, click Change Settings (on the right side). 3. On the Computer Name tab, click Change. 4. Type a new computer name in the Computer Name box.
Configure Application Server Historian Configure the Ethernet Network Adapter Settings Chapter 5 Use the following procedure to set the speed, duplex, and power management settings for the Ethernet adapter. 1. Click Start and choose Control Panel. 2. Click System & Security. 3. Click Network & Internet. 4. Click Network and Sharing Center. The Network and Sharing Center dialog box appears. 5. Click Change Adapter Settings. 6. Right-click Local Area Connection and choose Properties.
Chapter 5 Configure Application Server Historian Define the FactoryTalk Directory Location Complete the following steps to specify the Network FactoryTalk Directory location for AppServ-Hist. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location. The FactoryTalk Directory Server Location Utility appears. 2. Click Browse (ellipsis '…' in box). 3.
Configure Application Server Historian Configure the FactoryTalk Activation Server Chapter 5 For continuous use of FactoryTalk products and other Rockwell Automation software products, computers running the software must have access to activation files. FactoryTalk Activation software provides a secure, software-based system for activating Rockwell Automation software products and managing software activation files.
Chapter 5 Configure Application Server Historian Open Activation Manager On the Activation Manager computer, start the activation process by opening the Activation Manager. 1. Click Start and choose All Programs>Rockwell Software> FactoryTalk Activation>FactoryTalk Activation Manager. The FactoryTalk Activation Manager window appears. 2. For instructions on installing FactoryTalk activations, click Help (circled above). 3. Use the Help instructions to complete the activations.
Configure Application Server Historian Chapter 5 The Update Activation Search Path window appears. 4. Click Add Server. 5. Click Browse (ellipsis ‘…’ in box). The Browse for Server message window appears. 6. Select the PASS in the network and click OK. The name of the PASS computer appears in the table under Path to Activations. 7. Check the box next to the name of the PASS computer. 8. Click ‘Up’ so that the PASS computer moves to the top of the list. 9. Click Save. 10. Click Refresh Activations.
Chapter 5 Configure Application Server Historian 2. In the Microsoft Windows Explorer window that appears, double-click SQL Server Rename Tool directory (circled above). 3. In the SQL Server Rename Tool directory, double-click the 'addselftosqlsysadmin.cmd' file name. A command window opens with the default name for the SQL instance name. 4. In the window (see above) that appears, press Enter to accept SQLEXPRESS as the name of the SQL Instance name.
Configure Application Server Historian Install Historian Asset Framework (AF) Chapter 5 You must install the Historian Asset Framework (AF) by using the installation wizard. Perform the following steps. 1. On the desktop, double-click the AppServ-Hist Software Install Files icon. The AppServ-Hist Software Install Files directory opens.
Chapter 5 Configure Application Server Historian 2. In the window that appears, double-click the 'DVD' directory (circled above). The 'DVD' directory is opened. 3. Double-click 'setup.exe' (circled above).
Configure Application Server Historian Chapter 5 The FactoryTalk Historian Site Edition main page appears. 4. Click 'Install FactoryTalk Historian Site Edition' (circled above). The Install FactoryTalk Historian Site Edition page appears. 5. Click FactoryTalk Historian AF (circled above).
Chapter 5 Configure Application Server Historian The Install factoryTalk Historian Asset Framework window appears. 6. Click 'Install FactoryTalk Historian Asset Framework Server' (circled above). The Welcome to FactoryTalk Historian Site Edition Asset Framework Suite Installation Wizard window appears. 7. Read the information in the window and click Next.
Configure Application Server Historian Chapter 5 The End-User License Agreement (EULA) appears. 8. Read the EULA and click 'I accept the terms in the license agreement'. IMPORTANT The Next button does not become active until you click 'I accept the terms in the license agreement'. The Review Component Installation window appears. 9. Click Next.
Chapter 5 Configure Application Server Historian The Destination Drive window appears. 10. Click Next to install the software to the drive indicated in the window. The AF Server Components Configuration window appears. 11. Click Next.
Configure Application Server Historian Chapter 5 The Installation Progress window appears. 12. Click Install. The software installation starts. After the software has been installed, the release notes are displayed. 13. Review the Release Notes and close the window when you are finished. IMPORTANT The installation cannot be completed until the Release Notes window is closed. After you have closed the Release Notes window and the installation is complete, the Installation Wizard Complete window opens.
Chapter 5 Configure Application Server Historian 14. Click Finish. 15. At the FactoryTalk Historian Asset Framework window, click Exit. Delete Old Computer Name After you have installed the Historian Asset Framework, you need to delete the old computer name. Perform the following steps. IMPORTANT At this point, if you are not planning on implementing a FactoryTalk Historian SE collective, then proceed with the steps in this section and the Synchronize AF Database section.
Configure Application Server Historian Chapter 5 2. In the explorer pane on the left side of the window, select Connections (circled above). The server pane is displayed in center of the window. 3. In the server pane, right-click any computer name (other than your renamed computer) and choose 'Remove selected Server' (circled above). 4. Click Yes. 5. Close the utility.
Chapter 5 Configure Application Server Historian Synchronize AF Database IMPORTANT Before proceeding, log off the computer and log on to the computer as the local computer Administrator with the password you created (see step 9 on page 89). Once you have the FactoryTalk Historian Asset Framework installed, you need to set up synchronization between the Historian server’s module database (MDB) and the AF server.
Configure Application Server Historian Chapter 5 Verify Synchronization Follow these steps to verify the MDB to AF synchronization. 1. If not already displayed, start the System Management Tools by clicking Start and choosing All Programs>Rockwell Software> FactoryTalk Historian SE>System Management Tools. The System Management Tools dialog box appears. 2. Under System Management Tools, choose Operation>MDB to AF Synchronization. 3.
Chapter 5 Configure Application Server Historian Complete Historian Configuration At this point, the FactoryTalk Historian virtual template is ready for use. Review the Post Installation Tasks and Configuring FactoryTalk Historian chapters of the FactoryTalk Historian SE Installation and Configuration Guide, Rockwell Automation Publication HSE-IN025A (see http://literature.rockwellautomation.com/idc/groups/literature/ documents/in/hse-in025.
Index A account aministrator password 35, 69, 89 activation considerations 50, 61, 78 FactoryTalk 81 FactoryTalk software 50, 61, 78, 99 software considerations 50, 61, 78, 99 update search path 62, 79, 100 activation manager FactoryTalk 62 activation search path update 63 administrator account password 35, 69, 89 create user account 37, 71, 91 AF install agreement license 34, 68, 88 AppServ-Hist FactoryTalk Directory location 98 Microsoft License 8 set speed, duplex settings 97 Windows 2008 R2 SP1 10 AppSe
Index license agreement 34, 68, 88 RDS 84 location template 16 virtual machine 25 M map network 18 Microsoft volume 8 N name cloned template 21 old computer, delete 110 template 16 virtual machine 25 network source map 18 O open virtual format definition 7 open virtual template deploy 14 OVF see open virtual format 7 OWS configure virtual workstation 53 directory location 60 Microsoft License 8 password 57 set speed, duplex settings 59 user name 56 Windows 7 Professional SP1 10 P PASS configuration 31
V verify deployment setting 19 virtual image templates configuration 13 definition, definition virtual image templates 13 virtual machine deployment 25 location 25 name 25 storage 26 summary details 19 Windows configuration 32, 66, 86 VMware template format 20 W Windows configure virtual machines 32, 66, 86 License 8 Windows 2008 R2 SP1 AppServ-Hist 10 AppServ-OWS 10 PASS 10 Windows 7 Professional SP1 EWS 9 OWS 10 wizard AF install workgroup network directory 45 select 42, 59, 76 Rockwell Automation Publi
Index Notes: 118 Rockwell Automation Publication 9528-UM001C-EN-P - March 2014
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