INTEGRATED PRODUCTION & PERFORMANCE SUITE Asset Management AssetCentre INSTALLATION GUIDE PUBLICATION FTAC-IN005A-EN-E–March 2013 Supersedes Publication FTAC-IN004B-EN-E
FTAC-IN005A-EN-E.book Page ii Monday, March 4, 2013 4:03 PM Contact Rockwell Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/ Copyright Notice © 2013 Rockwell Automation Technologies, Inc. All rights reserved. Printed in USA. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc.
FTAC-IN005A-EN-E.book Page i Monday, March 4, 2013 4:03 PM Contents 1 • Introduction 1 FactoryTalk Services Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About the documentation set (or, Where do I start?) . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 The components of FactoryTalk AssetCentre . . . . . . . . . . . . . . . . . . . . .
FTAC-IN005A-EN-E.book Page ii Monday, March 4, 2013 4:03 PM FactoryTalk AssetCentre Common Components installer . . . . . . . . . . . . . . . . . . FactoryTalk AssetCentre server installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FactoryTalk AssetCentre Calibration Management Server installer . . . . . . . . . . FactoryTalk AssetCentre Process Device Configuration Server installer . . . . . . Using the Windows Firewall Configuration Utility . . . . . . . . . . . . . . . . . . . . . . .
FTAC-IN005A-EN-E.book Page iii Monday, March 4, 2013 4:03 PM 6 • Configuring FactoryTalk AssetCentre Configuring for client access to the server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding users to the FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding computers to the FactoryTalk Directory . . . . . . . . . . . . . . . . . . . . . . . . . Configuring feature security for FactoryTalk AssetCentre users . . . . . . . . . . . . . . . .
FTAC-IN005A-EN-E.book Page iv Monday, March 4, 2013 4:03 PM “Error executing ProCalV5 commands, check ProCalV5 installation” appears when attempting to use Calibration Management features. . . . . . . . . . . . . . . . “Error initializing FactoryTalk AssetCentre. Could not load file or assembly… CalibrationPlugin.dll” appears when attempting to start the client . . . . . . . . . Unable to run the ProCalV5 software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FTAC-IN005A-EN-E.book Page 1 Monday, March 4, 2013 4:03 PM 1 Introduction FactoryTalk® AssetCentre monitors your factory automation system and provides centralized tools to minimize downtime due to unauthorized actions or failing devices. It does this by: providing version control and archiving of program files and documents.
FTAC-IN005A-EN-E.book Page 2 Monday, March 4, 2013 4:03 PM Online help. Use the comprehensive online help for assistance while using the FactoryTalk AssetCentre system. For information about getting started, see the help topic Quick Start, on the Help menu. About this book This book is written for FactoryTalk AssetCentre administrators and IT professionals.
FTAC-IN005A-EN-E.book Page 3 Monday, March 4, 2013 4:03 PM FactoryTalk AssetCentre clients, which permit users to configure and use the server, view logged events, and perform other tasks associated with the software. The client can be installed on any computer that: is capable of running the client software (see “Client computer requirements” on page 5). is connected to the FactoryTalk AssetCentre server.
FTAC-IN005A-EN-E.book Page 4 Monday, March 4, 2013 4:03 PM When the system needs to run a schedule it searches the network for an available agent to perform that function. System requirements Server computer requirements FactoryTalk AssetCentre server computers must meet the following minimum requirements. The operating system can be in English, Portuguese, French, Spanish, Italian, German, Japanese, Korean, or Chinese.
FTAC-IN005A-EN-E.book Page 5 Monday, March 4, 2013 4:03 PM Hardware requirements: Server class computer with 2.
FTAC-IN005A-EN-E.
FTAC-IN005A-EN-E.book Page 7 Monday, March 4, 2013 4:03 PM To do a Rockwell Automation Compare, you must install the appropriate programming software on the client computer. For this device... Install... PLC-5 RSLogix 5 SLC 500, MicroLogix RSLogix 500 ControlLogix RSLogix 5000 Compare utility Rockwell Automation drives DriveExecutive Lite (optional) RSLinx Enterprise version 5.
FTAC-IN005A-EN-E.book Page 8 Monday, March 4, 2013 4:03 PM Software requirements: One of the following Windows operating systems: Windows 7 Professional 32-bit or 64-bit Windows Server 2008 Standard 32-bit or 64-bit Windows Server 2008 R2 64-bit Windows Vista Business 32-bit (with Service Pack 1 or later) Windows XP Professional 32-bit (with Service Pack 2 or later) Windows Server 2003 32-bit (with Service Pack 2 or later) Microsoft Internet Explorer Web browser, version 6.
FTAC-IN005A-EN-E.book Page 9 Monday, March 4, 2013 4:03 PM (optional) SIMATIC NET if you want to connect to Siemens S7 processors via MPI (Multi Point Interface) or PROFIBUS protocol (optional) INAT H1 driver if you are using an H1 protocol with a Siemens S5 controller (The driver is available at http://www.inat.de/index.php?18&backPID=18&tt_products_sof=226&L=1) Network requirements Your Microsoft Windows network must use the TCP/IP protocol.
FTAC-IN005A-EN-E.book Page 10 Monday, March 4, 2013 4:03 PM About the installation process Installing FactoryTalk AssetCentre software is a multiple-part process. 1. Install the prerequisite software for the FactoryTalk AssetCentre server. 2. If you have purchased the Calibration Management capability, install the ProCalV5 server. 3. Install the FactoryTalk AssetCentre server. 4. Install FactoryTalk AssetCentre clients. 5.
FTAC-IN005A-EN-E.book Page 11 Monday, March 4, 2013 4:03 PM 2 Upgrading FactoryTalk AssetCentre If you are upgrading from a previous version of FactoryTalk AssetCentre, the steps to follow depend on which version you are upgrading from: To upgrade from FactoryTalk AssetCentre versions later than 2.00 to version 5.00, follow the instructions in “Upgrading from any previous CPR 9-compatible version” on page 11. To upgrade from FactoryTalk AssetCentre version 2.00 (compatible with CPR 7) to version 5.
FTAC-IN005A-EN-E.book Page 12 Monday, March 4, 2013 4:03 PM If you do not have RSLinx Classic or RSLinx Enterprise, FactoryTalk AssetCentre will automatically install these products. If you use FactoryTalk Services Platform CPR 9 SR 6, then be sure to use the CPR 9 SR 6 versions of RSLinx Enterprise and RSLinx Classic Lite. Location of setup files The setup files for the optional upgrades are available on the FactoryTalk AssetCentre installation disc. This product’s setup.
FTAC-IN005A-EN-E.book Page 13 Monday, March 4, 2013 4:03 PM does not change your existing policy or security settings. For details, see FactoryTalk Security Help. It is very important that FactoryTalk AssetCentre 2.00 be removed from ALL client and agent computers BEFORE uninstalling the FactoryTalk AssetCentre 2.00 software from the server. To upgrade FactoryTalk AssetCentre from a CPR 7-compatible version: 1.
FTAC-IN005A-EN-E.book Page 14 Monday, March 4, 2013 4:03 PM 3 Installing the FactoryTalk AssetCentre server To upgrade an RSMACC system to FactoryTalk AssetCentre, follow the instructions in Answer ID 454396 at http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php?p_faqid=454396 IMPORTANT: If you are using a firewall (such as the Windows Firewall), you must manually permit File and Printer Sharing through your firewall.
FTAC-IN005A-EN-E.book Page 15 Monday, March 4, 2013 4:03 PM If the computer already has FactoryTalk View 6.00 Then install patches by following instructions in Answer ID 74109 at http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.php ?p_faqid=74109 FactoryTalk View 6.10 Answer ID 278683 at http://rockwellautomation.custhelp.com/cgibin/rockwellautomation.cfg/php/enduser/std_adp.
FTAC-IN005A-EN-E.book Page 16 Monday, March 4, 2013 4:03 PM 4. The resulting report lists the Answer IDs for the patches you need. Go to those Answer IDs and follow the instructions to download and install the patches. When checking the patches on all FactoryTalk AssetCentre client and agent computers, rather than repeating these steps on each computer, you can select Network Computer in the Patch File Validator utility to check each of the computers in your FactoryTalk AssetCentre system.
FTAC-IN005A-EN-E.book Page 17 Monday, March 4, 2013 4:03 PM For information on installing this software: See page: 2) Microsoft Internet Information Services (IIS), version 5.
FTAC-IN005A-EN-E.book Page 18 Monday, March 4, 2013 4:03 PM Installing IIS on Windows Server 2003 To install IIS on Windows Server 2003: 1. Log on to the FactoryTalk AssetCentre server computer as an administrator (or a user with administrative privileges). 2. Click Start > Settings > Control Panel to display Windows Control Panel. 3. In Control Panel, double-click Add or Remove Programs. 4. In the Add or Remove Programs application, click Add/Remove Windows Components.
FTAC-IN005A-EN-E.book Page 19 Monday, March 4, 2013 4:03 PM 6. Follow the wizard until you come to the Select Server Roles screen. 7. On the Select Server Roles screen, select Web Server (IIS). If you are asked to add features required for Web Server (IIS), click Add Required Features to continue. 8. Follow the wizard until you come to the Select Role Services screen. 9. On the Select Role Services screen, use the default settings for IIS.
FTAC-IN005A-EN-E.book Page 20 Monday, March 4, 2013 4:03 PM If you use an existing SQL Server installation: The SQL Server collation must be dictionary-order, case-insensitive for use with FactoryTalk AssetCentre software. If your existing SQL Server collation is casesensitive, the FactoryTalk AssetCentre database installation will fail. Follow the directions here if your SQL Server collation is NOT dictionary-order, caseinsensitive.
FTAC-IN005A-EN-E.book Page 21 Monday, March 4, 2013 4:03 PM a. On the Feature Selection screen, make sure the following features are selected: Database Engine Services SQL Server Replication Full-Text Search Client Tools Connectivity Client Tools Backwards Compatibility Management Tools - Basic b. Click Next. 5. Follow the on-screen instructions for installation until you get to the Server Configuration screen. 6.
FTAC-IN005A-EN-E.book Page 22 Monday, March 4, 2013 4:03 PM When you click Mixed Mode, fields open for entering the password for the sa (SQL Server system administrator) account password. Do not forget the password. You will need this password when you install the FactoryTalk AssetCentre server. Do not leave the password blank. Doing so leaves your SQL Server and your computer open to attack. 9. Follow the on-screen instructions to complete the installation.
FTAC-IN005A-EN-E.book Page 23 Monday, March 4, 2013 4:03 PM Installing the ProCalV5 server software If you have purchased the Calibration Management capability for FactoryTalk AssetCentre, you next install the ProCalV5 server software on the FactoryTalk AssetCentre server computer. This step comes after you have installed IIS, the Microsoft SQL Server software, and FactoryTalk Activation.
FTAC-IN005A-EN-E.book Page 24 Monday, March 4, 2013 4:03 PM FactoryTalk AssetCentre installation disc, as described on page 11. We recommend that you perform the upgrade before you begin installing the FactoryTalk AssetCentre server. If you are also installing the FactoryTalk AssetCentre client or agent on the server computer, and you want to use the CPR 9 SR 6 version of RSLinx Enterprise, you must also use the CPR 9 SR 6 version of FactoryTalk Services Platform.
FTAC-IN005A-EN-E.book Page 25 Monday, March 4, 2013 4:03 PM Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows before restarting. Microsoft .NET Framework 3.5 and 4.0. The FactoryTalk AssetCentre server requires that Microsoft .NET Framework 3.5 and 4.0 be installed on your computer. If this component is not already installed on your computer, the setup program will install it. FactoryTalk AssetCentre Upgrade Check.
FTAC-IN005A-EN-E.book Page 26 Monday, March 4, 2013 4:03 PM Stop FactoryTalk AssetCentre Website. This is part of the internal working of the program and is stopped automatically. You may see a command prompt briefly before the website stops. FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre Common Components installer” on page 31. FactoryTalk AssetCentre Server. See “FactoryTalk AssetCentre server installer” on page 31.
FTAC-IN005A-EN-E.book Page 27 Monday, March 4, 2013 4:03 PM 2. When you are asked whether you want to install the FactoryTalk Administration Console, be sure the check box is selected (you will need the console to help you configure the FactoryTalk Directory). Continue to follow the on-screen instructions If you receive an error message indicating that an attempt to configure the Windows Firewall Configuration Utility failed, click OK and continue. The Windows Firewall will be configured later. 3.
FTAC-IN005A-EN-E.book Page 28 Monday, March 4, 2013 4:03 PM Disaster Recovery for FANUC Robots Disaster Recovery for Generic FTP Devices Disaster Recovery for Siemens S5 Processors Disaster Recovery for Siemens S7 Processors Disaster Recovery for Remote Computers All of the other features of FactoryTalk AssetCentre are available by default. Other capabilities will be available in future releases. FactoryTalk AssetCentre clients do not require activation.
FTAC-IN005A-EN-E.book Page 29 Monday, March 4, 2013 4:03 PM For more detailed information about activation for FactoryTalk AssetCentre, see the online help. For more information about FactoryTalk Activation, see the “Activate Rockwell Software Products” insert that came with your FactoryTalk AssetCentre software or the online help for the FactoryTalk Activation Manager. You need an Internet connection to install activation.
FTAC-IN005A-EN-E.book Page 30 Monday, March 4, 2013 4:03 PM 4. Once the computer has restarted, the Install FactoryTalk AssetCentre Server window will be displayed. Click Start to proceed with the installation. 5. The FactoryTalk Services Platform Patch Installation window reappears. Click Finish. Check and configure FactoryTalk Services Platform See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation.
FTAC-IN005A-EN-E.book Page 31 Monday, March 4, 2013 4:03 PM 6. Restore the Install FactoryTalk AssetCentre Server window and click Continue. 7. When you see a checklist window showing that the FactoryTalk Services Platform components are all installed and configured, click Continue. This will proceed to the next segment of the FactoryTalk AssetCentre server installation.
FTAC-IN005A-EN-E.book Page 32 Monday, March 4, 2013 4:03 PM After the setup program checks your FactoryTalk Services Platform installation, it starts the installation for the FactoryTalk AssetCentre server software. If you have a firewall (such as the Windows Firewall) installed on your server computer, you may see warnings that the Scheduler Service and trace diagnostics are being blocked. For FactoryTalk AssetCentre to function correctly, you must unblock traffic for these services.
FTAC-IN005A-EN-E.book Page 33 Monday, March 4, 2013 4:03 PM c. Click Start. The setup program installs the database. 4. The Database User Configuration utility opens. Create a database user for the FactoryTalk AssetCentre software to use to access the database. a. You can accept the information provided or enter a different username and password, then click OK. If you provide a username and password, provide a SQL user account, not a Windows user account. b.
FTAC-IN005A-EN-E.book Page 34 Monday, March 4, 2013 4:03 PM This setting: Does this: SMTP Server IP Port Sets the IP port used to communicate with your SMTP server. By default, this port is 25. Some facilities use a different port. If you do not know your SMTP port number, consult your network administrator. If you use a port other than 25 and are using a firewall, you’ll have to also open that port in your firewall. 6. When the settings are as desired, click OK. 7.
FTAC-IN005A-EN-E.book Page 35 Monday, March 4, 2013 4:03 PM 5. When the test is finished, click Done, and then click OK. 6. Click Finish. FactoryTalk AssetCentre Process Device Configuration Server installer See “Installing the FactoryTalk AssetCentre server software” on page 23 for the steps to get to this part of the installation. The FactoryTalk AssetCentre Process Device Configuration server must be installed in the same folder as the FactoryTalk AssetCentre server.
FTAC-IN005A-EN-E.book Page 36 Monday, March 4, 2013 4:03 PM page 82 to configure your firewall to allow communication through the appropriate ports and with specific processes. If your Windows Firewall/Internet Connection Sharing (ICS) service is running, the FactoryTalk AssetCentre Windows Firewall Configuration window indicates this with a green check mark. Click Start. The Rockwell Software Windows Firewall Configuration Utility window opens.
FTAC-IN005A-EN-E.book Page 37 Monday, March 4, 2013 4:03 PM For this step, you need to know this information from the ProCalV5 server installation: The name of the SQL Server for the ProCalV5 database. The ProCalV5 SQL Server login name (default is pcV5us01) and password. The name of the ProCalV5 SQL database. To connect the ProCalV5 server to FactoryTalk AssetCentre: 1. Click Start > All Programs > Rockwell Software > FactoryTalk AssetCentre Server > ProCalV5 Data Source Configuration. 2.
FTAC-IN005A-EN-E.book Page 38 Monday, March 4, 2013 4:03 PM 4 Installing FactoryTalk AssetCentre clients Once you have installed your FactoryTalk AssetCentre server, you can install FactoryTalk AssetCentre clients. Where to install the FactoryTalk AssetCentre client Install the client on any computer: from which you want to access the FactoryTalk AssetCentre client software (to edit the representation of your assets, to view logs, to create schedules, to search the logs, and so on).
FTAC-IN005A-EN-E.book Page 39 Monday, March 4, 2013 4:03 PM will be skipped. (Once you start the installation, depending on how many components are already installed, it may skip directly to step 20 on page 45.) Check and install FactoryTalk Services Platform patches See “Before you begin, check and install FactoryTalk Services Platform and FactoryTalk View patches” on page 14.
FTAC-IN005A-EN-E.book Page 40 Monday, March 4, 2013 4:03 PM For example, if your FactoryTalk AssetCentre server is called MYSERVER, type: http://MYSERVER/rockwellsoftware/assetcentre If you are using SSL, then begin with https:// instead. 4. Press Enter. 5. Internet Explorer displays a page from the server that allows you to install the FactoryTalk AssetCentre client software. 6. Click Install AssetCentre Client on this computer.
FTAC-IN005A-EN-E.book Page 41 Monday, March 4, 2013 4:03 PM The following components are checked for and installed or configured during the client installation: Windows Installer 3.1 v2. If this component is not already installed on your computer, the setup program will install it. Follow the on-screen installation instructions. If you are prompted to restart when the installation is complete, close Microsoft Internet Explorer and any FactoryTalk AssetCentre installation windows before restarting.
FTAC-IN005A-EN-E.book Page 42 Monday, March 4, 2013 4:03 PM Check and Configure FTSP. This occurs during the FactoryTalk Services Platform installation. See the substeps in step 20 on page 45. FactoryTalk AssetCentre Common Components. See “FactoryTalk AssetCentre Common Components installer” on page 45. FactoryTalk AssetCentre Client host. See “FactoryTalk AssetCentre client software installer” on page 46. FactoryTalk AssetCentre Calibration Management Client.
FTAC-IN005A-EN-E.book Page 43 Monday, March 4, 2013 4:03 PM 2. When you are asked whether you want to install the FactoryTalk Administration Console, be sure the check box is selected (you will need the console to help you configure the FactoryTalk Directory). Continue to follow the on-screen instructions. If you receive an error message indicating that an attempt to configure the Windows Firewall Configuration Utility failed, click OK and continue. The Windows Firewall will be configured later. 3.
FTAC-IN005A-EN-E.book Page 44 Monday, March 4, 2013 4:03 PM If you already have RSLinx Enterprise version 5.00.00 or later installed on your computer, the installation program skips to step 18. RSLinx Enterprise is required for your FactoryTalk AssetCentre system to communicate with PanelView Plus operator interfaces. If installing on the server: Skip to step 20. RSLinx Enterprise has already been installed. 11. Click Install RSLinx Enterprise on the Welcome to FactoryTalk Services window. 12.
FTAC-IN005A-EN-E.book Page 45 Monday, March 4, 2013 4:03 PM 20. After the system checks the FactoryTalk Services Platform configuration, you will see a window with a stop sign on it. The purpose of this window is to set the location of the FactoryTalk Directory. If the computer on which you are installing the software is also the computer that will be the FactoryTalk Directory server, click Continue and go on to step 21.
FTAC-IN005A-EN-E.book Page 46 Monday, March 4, 2013 4:03 PM AFTER RESTARTING The installation software will initiate several component installations again in sequence beginning with the FactoryTalk Services Platform. You can cancel the installation for all components that you have already installed. The list below provides a step-by-step sequence to cancel all installs that have been completed to this point. What you see may vary depending on your particular system. 1.
FTAC-IN005A-EN-E.book Page 47 Monday, March 4, 2013 4:03 PM PG-2000 To successfully integrate the S5 or S7 editors, you must install the editors before the FactoryTalk Asset Centre installation. Otherwise, you may receive an information message indicating that the required file for the installed editor could not be found and the editor could not be integrated. 3. Follow the on-screen instructions to complete the FactoryTalk AssetCentre client installation.
FTAC-IN005A-EN-E.book Page 48 Monday, March 4, 2013 4:03 PM After the FactoryTalk AssetCentre Calibration Management client is installed, the FactoryTalk AssetCentre Process Device Configuration client installation begins. This installs the client component of the Process Device Configuration capabiltiy and the Field Edition software. 1. On the Install FactoryTalk AssetCentre Process Device Configuration Client window, click Next. 2.
FTAC-IN005A-EN-E.book Page 49 Monday, March 4, 2013 4:03 PM page 82 to configure your firewall to allow communication through the appropriate ports and with specific processes. If your Windows Firewall/Internet Connection Sharing (ICS) service is running, the FactoryTalk AssetCentre Windows Firewall Configuration window indicates this with a green check mark. Click Start. The Rockwell Software Windows Firewall Configuration Utility window opens.
FTAC-IN005A-EN-E.book Page 50 Monday, March 4, 2013 4:03 PM 5. Click Product Documentation on the ProCalV5 install screen. 6. In the window that opens, open the Installation Guide folder. 7. Open and review the ProCalV5 Installation Guide. Use Microsoft Word to read the guide. Close the window. 8. Click Client Setup. 9. Follow the on-screen instructions for the installation. 10. After you install the ProCalV5 client, the ProCalV5 Client Configuration Assistant window opens.
FTAC-IN005A-EN-E.book Page 51 Monday, March 4, 2013 4:03 PM have all the parameters and functions specific to the physical device. The iDTM is only available to go online with the device and does not support an offline mode. To install a Rockwell Automation DTM: 1. Insert the FactoryTalk AssetCentre Device Type Manager (DTM) Libraries disc into the client computer. 2. The installation menu should open automatically. If it does not, open the disc in My Computer and then run the Setup.exe program.
FTAC-IN005A-EN-E.book Page 52 Monday, March 4, 2013 4:03 PM 5 Installing FactoryTalk AssetCentre agents The Search feature, as well as purchased capabilities, such as the Disaster Recovery capability, require the use of agents to perform scheduled operations. Agents are programs that communicate with the FactoryTalk AssetCentre server and perform scheduled tasks on behalf of the FactoryTalk AssetCentre server.
FTAC-IN005A-EN-E.book Page 53 Monday, March 4, 2013 4:03 PM View ME Transfer Utility is a separate installation. The installation is included on the FactoryTalk AssetCentre installation disc in ME Transfer Utility\METUSetup.exe. Also, for Disaster Recovery functions, the agent computer MUST have the appropriate RSLogix family software for your devices.
FTAC-IN005A-EN-E.book Page 54 Monday, March 4, 2013 4:03 PM If your operating system is Windows XP or Windows Server 2003: On the agent computer, open Internet Explorer. 3. In the Address field of Internet Explorer, type the following address: http://servername/rockwellsoftware/assetcentre where servername is the name of your FactoryTalk AssetCentre server computer.
FTAC-IN005A-EN-E.book Page 55 Monday, March 4, 2013 4:03 PM 8. Click Start. Follow the on-screen instructions for the components that need to be installed. The following sections provide more information about installing these components. The installation of some components may require you to restart your computer. If this is the case and the setup program has not finished installing all of the necessary components, the setup program will restart the next time you log on to your computer.
FTAC-IN005A-EN-E.book Page 56 Monday, March 4, 2013 4:03 PM If the computer does not have an existing version of FactoryTalk Services Platform, no patches are necessary. FactoryTalk Services Platform version CPR 9 SR 5 will be installed as part of the FactoryTalk AssetCentre installation. Check and Configure FTSP. This occurs during the FactoryTalk Services Platform installation. See the substeps in step 20 on page 59. FactoryTalk AssetCentre Common Components.
FTAC-IN005A-EN-E.book Page 57 Monday, March 4, 2013 4:03 PM 2. When you are asked whether you want to install the FactoryTalk Administration Console, be sure the check box is selected (you will need the console to help you configure the FactoryTalk Directory). Continue to follow the on-screen instructions. 3. Click Finish on the InstallShield Wizard for the FactoryTalk Services Platform.
FTAC-IN005A-EN-E.book Page 58 Monday, March 4, 2013 4:03 PM If you already have RSLinx Enterprise version 5.00.00 or later installed on your computer, the installation program skips to step 18. RSLinx Enterprise is required for your FactoryTalk AssetCentre system to communicate with PanelView Plus operator interfaces. If installing on the server: Skip to step 20. RSLinx Enterprise has already been installed. 11. Click Install RSLinx Enterprise on the Welcome to FactoryTalk Services window. 12.
FTAC-IN005A-EN-E.book Page 59 Monday, March 4, 2013 4:03 PM 20. After the system checks the FactoryTalk Services Platform configuration, you will see a window with a stop sign on it. The purpose of this window is to set the location of the FactoryTalk Directory. If the computer on which you are installing the software is also the computer that will be the FactoryTalk Directory server, click Continue and go on to step 21.
FTAC-IN005A-EN-E.book Page 60 Monday, March 4, 2013 4:03 PM 3. If you are using Windows Firewall, you may see messages indicating that Windows Firewall has blocked a Rockwell Automation program. Choose the option to unblock these programs. AFTER RESTARTING The installation software will initiate several component installations again in sequence beginning with the FactoryTalk Services Platform. You can cancel the installation for all components that you have already installed.
FTAC-IN005A-EN-E.book Page 61 Monday, March 4, 2013 4:03 PM After the Disaster Recovery agent installation is complete, the installation for the FactoryTalk AssetCentre Agent begins. To install the FactoryTalk AssetCentre agent: 1. Follow the on-screen instructions. RSLogix 5000 Compare installer See “Installing the FactoryTalk AssetCentre Disaster Recovery agent” on page 53 for the steps to get to this part of the installation.
FTAC-IN005A-EN-E.book Page 62 Monday, March 4, 2013 4:03 PM indicate this with a red x. Click Continue. The FactoryTalk AssetCentre agent installation is complete. If you are using a firewall other than Windows Firewall, use the information in “Network requirements” on page 9 and “Additional ports you may have to open” on page 82 to configure your firewall to allow communication through the appropriate ports and with specific processes.
FTAC-IN005A-EN-E.book Page 63 Monday, March 4, 2013 4:03 PM 2. On each agent computer: Add the new domain account to the Administrator user group in Windows. Configure both services to run as the new domain account created above. To do so, open the Services utility in Microsoft Windows, find the FactoryTalk AssetCentre AgentController service and edit its properties to log on as the account. Find the VerificationAgent service and edit its properties to log on as the account. 3.
FTAC-IN005A-EN-E.book Page 64 Monday, March 4, 2013 4:03 PM FactoryTalk AssetCentre provides a utility to facilitate the process of creating and setting security credentials necessary for secured RSLogix editors. To configure the agent computer using the utility, follow instructions on page 64. To manually configure the agent computer, follow instructions on page 65. To configure the agent computer using the Agent Services Logon Configuration utility, follow the steps below: 1.
FTAC-IN005A-EN-E.book Page 65 Monday, March 4, 2013 4:03 PM To manually configure the agent computer, follow the steps below: 1. On the agent computer, use the Computer Management utility in Microsoft Windows to create a Windows user account that can be used to authenticate with FactoryTalk Security. 2. Add the new Windows user account to the local Administrators group. 3. Configure both services to run as the new Windows user account created in step 1.
FTAC-IN005A-EN-E.book Page 66 Monday, March 4, 2013 4:03 PM For RSLogix 5000 grant Project: Export, Project: Go Online, Project: Open, Project: Save, and Project: Upload. (Use this group for Logix Designer application and grant the same permissions.) 5. Configure FactoryTalk Security to use single sign-on. Still in the FactoryTalk Administration Console, navigate to System > Policies > System Policies in the Explorer pane. Double-click Security Policy. Set the Use single sign-on policy to Enabled.
FTAC-IN005A-EN-E.book Page 67 Monday, March 4, 2013 4:03 PM 6 Configuring FactoryTalk AssetCentre Configuring for client access to the server For clients to be able to access the FactoryTalk AssetCentre server, the FactoryTalk Directory and FactoryTalk Security must be configured to give clients access. To configure access, you will need to use the FactoryTalk Administration Console.
FTAC-IN005A-EN-E.book Page 68 Monday, March 4, 2013 4:03 PM 3. Open the Users and Groups folder. 4. Under the Users and Groups folder, right-click the Users folder, and then select New. 5. Specify whether you want to create a new User or a Windows-Linked User. User accounts are visible only to the FactoryTalk system and their access is independent of Windows. A Windows-linked user is validated by Windows.
FTAC-IN005A-EN-E.book Page 69 Monday, March 4, 2013 4:03 PM For a user to be able to use FactoryTalk AssetCentre, the user’s computer must be in the FactoryTalk Directory. For instructions on how to add a computer, refer to the FactoryTalk help in the FactoryTalk Administration Console. If you have a significant number of computers for which you need to permit or restrict access, consider grouping them to make assigning security privileges easier.
FTAC-IN005A-EN-E.book Page 70 Monday, March 4, 2013 4:03 PM 5. In the Feature Security Properties window, click the policy you want to change, and then click the browse button for the policy. See the table after step 8 for a description of each policy. Click the policy you want to change … … and then click the browse button for the policy. 6. In the Configure Securable Action dialog box, select the user or group for whom you want to assign permissions.
FTAC-IN005A-EN-E.book Page 71 Monday, March 4, 2013 4:03 PM This Policy Setting Controls whether users can Override Removal of Local Choose to keep local copies of checked-in files on their computer. If Copies this right is allowed, the user can keep local copies. If this right is denied, the user is not given this option. Configure Personal Archive Configure which software product launches when opening a particular File Associations type of file.
FTAC-IN005A-EN-E.book Page 72 Monday, March 4, 2013 4:03 PM This Policy Setting Controls whether users can Run Log Database Cleanup Run the wizard to export or delete log records. Wizard Enable or Disable DTMs Enable or disable DTMs. DTMs that are disabled cannot be added to the DTM network. If they are already added to the network, they cannot be opened or used. Edit DTM Network Edit the DTM network. Run PDC Field Edition Use the Process Device Configuration Field Edition software.
FTAC-IN005A-EN-E.book Page 73 Monday, March 4, 2013 4:03 PM 7 Troubleshooting FactoryTalk AssetCentre installation For issues not included here and for additional tips and design considerations, please refer to the Rockwell Automation Knowledge Base online at http://www.rockwellautomation.com/knowledgebase/.
FTAC-IN005A-EN-E.book Page 74 Monday, March 4, 2013 4:03 PM If this SQL Server has other databases on it, then setup or use another SQL Server that is configured with a case-insensitive collation. You can find more information at http://msdn2.microsoft.com/enus/library/ms143508.aspx, or search the Microsoft MSDN site for SQL Server 2008 collation settings.
FTAC-IN005A-EN-E.book Page 75 Monday, March 4, 2013 4:03 PM To resolve this problem, make sure IIS is correctly installed. For more information about IIS installation, see “Installing IIS on Windows Server 2008 or Windows Server 2008 R2” on page 18. Client and agent installation Web page for installing the FactoryTalk AssetCentre client and agent cannot be displayed Make sure the FactoryTalk AssetCentre server computer is running.
FTAC-IN005A-EN-E.book Page 76 Monday, March 4, 2013 4:03 PM “Error reading Primary Server Name from FactoryTalk Directory” during client installation This error occurs when the computer on which you are installing the client is not using the same FactoryTalk Directory as the computer running the FactoryTalk AssetCentre server, or there was an error in the FactoryTalk Services Platform. 1. On the FactoryTalk AssetCentre server computer, set the FactoryTalk Directory location.
FTAC-IN005A-EN-E.book Page 77 Monday, March 4, 2013 4:03 PM “The client and server versions are incompatible” The FactoryTalk AssetCentre software installed on the server has been updated, and the software on the client needs to be updated. See “Checking to see if the client is installed correctly” on page 49.
FTAC-IN005A-EN-E.book Page 78 Monday, March 4, 2013 4:03 PM “Error initializing FactoryTalk AssetCentre. Could not load file or assembly… CalibrationPlugin.dll” appears when attempting to start the client This message is displayed when you start the FactoryTalk AssetCentre client if the FactoryTalk AssetCentre Calibration Management client was not installed in the same directory as the FactoryTalk AssetCentre client.
FTAC-IN005A-EN-E.book Page 79 Monday, March 4, 2013 4:03 PM Other errors starting the client If the client won’t start or you see other error messages not specifically mentioned above, try the following: Make sure the client computer is connected to the network and the network is operational. Make sure the FactoryTalk AssetCentre server computer is running.
FTAC-IN005A-EN-E.book Page 80 Monday, March 4, 2013 4:03 PM Using Calibration Management “No ProCalV5 Server connection information exists on the FactoryTalk AssetCentre server” appears when attempting to use Calibration Management features This error message is displayed when you attempt to use the Calibration Management capability, but have not installed the FactoryTalk AssetCentre Calibration Management server.
FTAC-IN005A-EN-E.book Page 81 Monday, March 4, 2013 4:03 PM Unable to run the ProCalV5 Data Source Edit Wizard If the ProCalV5 Data Source Edit Wizard displays an error when you run it (by clicking Start > All Programs > Rockwell Software > FactoryTalk AssetCentre Server > ProCalV5 Data Source Configuration), the cause may be that the FactoryTalk AssetCentre Calibration Management server was not installed in the same directory as the FactoryTalk AssetCentre server.
FTAC-IN005A-EN-E.book Page 82 Monday, March 4, 2013 4:03 PM A Reference Additional ports you may have to open If you are using a firewall, you may need to open ports for other Rockwell Automation products as well as for FactoryTalk AssetCentre. For the ports to open for FactoryTalk AssetCentre, see “Network requirements” on page 9.
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FTAC-IN005A-EN-E.book Page 86 Monday, March 4, 2013 4:03 PM Index Symbols .
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