USER GUIDE PUBLICATION RSSQL-UM001H-EN-P-April 2011 Supersedes Publication RSSQL-UM001G-EN-P
● ● ● Copyright ● ● Contact Rockwell Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support Copyright Notice © 2011 Rockwell Automation Technologies, Inc. All rights reserved. This 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.
Contents Chapter 1 Welcome To FactoryTalk Transaction Manager 13 What Is FactoryTalk Transaction Manager? ................................. 13 What Can FactoryTalk Transaction Manager Do For Me? ................. 13 Automate Data Logging .................................................... 13 Control the Plant Floor Using Business Rules and Quality Enforcement ................................................................. 14 Manage Recipes .............................................................
● ● ● FactoryTalk Transaction Manager User Guide ● ● Online Help ................................................................... 22 Product Manual .............................................................. 22 Training ....................................................................... 23 Technical Support ........................................................... 23 Get Web Support ............................................................ 24 Get Phone Support .............................
● ●Contents ● ● ● ● Step 1: Defining and Naming a New Configuration .................... 53 Step 2: Defining Connectors ............................................... 54 Step 3: Defining Data Points .............................................. 54 Step 4: Defining Data Objects ............................................ 55 Step 5: Defining Transactions ............................................. 55 Step 6: Verifying Transactions ............................................ 56 Miscellaneous ..........
● ● ● FactoryTalk Transaction Manager User Guide ● ● Configuration Server ............................................................ 70 Chapter 5 Defining Data Points 73 Introducing Data Points ........................................................ 73 FactoryTalk Live Data Data Points ........................................... 75 Selecting a Collection Mode ............................................... 76 Consecutive Data Point and Data Block Support .......................
● ●Contents ● ● ● ● Unidirectional Transactions ............................................... 97 Bidirectional Transactions ................................................. 97 Bidirectional or Unidirectional Transactions With Transaction Bindings ....................................................................... 99 Transaction Timeout .......................................................... 101 Transaction Completion ......................................................
● ● ● FactoryTalk Transaction Manager User Guide ● ● Configuring the Remote User Interface ............................... Distributed Configurations ................................................... Licensing Required For a Distributed Configuration ................ Establishing Microsoft Windows Privileges ............................ Creating a Distributed Configuration .................................. Using UNC Paths ...........................................................
● ●Contents ● ● ● ● Appendix C Securing FactoryTalk Transaction Manager Using FactoryTalk Security 159 About FactoryTalk Security .................................................. 159 Considerations When Using FactoryTalk Transaction Manager With FactoryTalk Security .......................................................... 159 Specify FactoryTalk Security Permissions That Allow You To Perform FactoryTalk Transaction Manager Tasks ..................................
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Figures Figures Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure 1: FactoryTalk Transaction Manager Functions (1) ................... 16 2: FactoryTalk Transaction Manager Functions (2) ................... 17 3: FactoryTalk Transaction Manager Functions (3) ................... 42 4: FactoryTalk Transaction Manager Title Bar ........................ 43 5: FactoryTalk Transaction Manager Menu Bar ....................
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Chapter 1 Welcome To FactoryTalk Transaction Manager What Is FactoryTalk Transaction Manager? FactoryTalk Transaction Manager (previously known as RSSql) is an industrial transaction software engine that shares data between your shop floor systems and your enterprise applications (for example, corporate databases) or COM+.
● ● ● FactoryTalk Transaction Manager User Guide ● ● the ability to optimize reading and writing of both control and enterprise data. You can use the software to automate the following types of processes: Monitoring performance of control systems such as machine usage. Tracking product information such as Work in Progress status and raw material availability. Updating real-time process information such as temperature, pressure, and alarm states.
● 1 ●Welcome To FactoryTalk Transaction Manager ● ● ● ● Transaction Control Manager Service The Transaction Control Manager is a service that controls and executes FactoryTalk Transaction Manager transactions contained in a configuration, but with the additional functionality of the FactoryTalk Live Data control connector embedded in it. In an edit enabled configuration, the Transaction Control Manager replaces the separate FactoryTalk Transaction Manager and control connector services.
● ● ● FactoryTalk Transaction Manager User Guide ● ● The Transaction Control Manager service can connect to Rockwell Software products and all OPC servers; therefore, the use of this service is the preferred method for all new FactoryTalk Transaction Manager configurations. For more information on how the Transaction Control Manager service functions, see the following figure.
● ● 1 ●Welcome To FactoryTalk Transaction Manager ● ● ● FactoryTalk Transaction Manager Service and Control Connectors The FactoryTalk Transaction Manager service is used to control and execute FactoryTalk Transaction Manager transactions contained in configurations created prior to CPR 7 or when you have a business reason to not run the Transaction Control Manager service. For more information on how the FactoryTalk Transaction Manager functions, see the following figure.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Control Connectors The FactoryTalk Transaction Manager service interfaces with the industrial control system device via a control connector. A control connector is a Microsoft Windows 2003/XP/Vista/2008 R2 service that collects data from a controller and sends it to the FactoryTalk Transaction Manager service in the FactoryTalk Transaction Manager.
● 1 ●Welcome To FactoryTalk Transaction Manager ● ● ● ● Transactions FactoryTalk Transaction Manager creates transactions, or discrete operations that transfer data from your control system to/from the enterprise system. For example, a single transaction can download data from an Oracle database, via a stored procedure, to tags in a ControlLogix processor.
● ● ● FactoryTalk Transaction Manager User Guide ● ● FactoryTalk Services Platform Components With each coordinated release, additional Rockwell Software products build on the FactoryTalk platform and integrate more of the FactoryTalk components. All of the FactoryTalk components install together as a platform, integrated into each FactoryTalk-enabled product's install process. The following sections discuss the FactoryTalk Services Platform components.
● 1 ●Welcome To FactoryTalk Transaction Manager ● ● ● ● FACTORYTALK AUDIT AND FACTORYTALK DIAGNOSTICS FactoryTalk Audit and FactoryTalk Diagnostics provides the ability to log errors, warnings, and other status messages generated throughout a FactoryTalk-enabled system to either local logs or a central location. FACTORYTALK SECURITY FactoryTalk Security is intended to improve the security of your automation system by limiting access to those with a legitimate need.
● ● ● FactoryTalk Transaction Manager User Guide ● ● FactoryTalk View SE Where Can I Go For Help? Our commitment to your success starts with the suite of learning aids and assistance we provide with FactoryTalk Transaction Manager.
● 1 ●Welcome To FactoryTalk Transaction Manager ● ● ● ● paths are in bold with a (>) separating the entries (e.g., go to File > New); text you are asked to type is shown in Courier Bold (e.g., in this field, type Work Week), and button names are shown in bold (e.g., click OK). Training One of the best ways to increase your proficiency at using Rockwell Software products is to attend Rockwell Software training programs.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Get Web Support For web-based product support, and for detailed information on technical support resources, please visit http://www.rockwellautomation.com/support/. Access the Rockwell Automation Knowledge base for 24/7 technical information and assistance. You can also download software patches and new software versions, ask questions via email, participate in user forums, and access other useful problem-solving tools.
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Chapter 2 Installing FactoryTalk Transaction Manager Before You Begin You should know about the following prerequisites before you install FactoryTalk Transaction Manager: hardware requirements software requirements software dependencies activation activation options See the following sections for more information. Hardware Requirements To use FactoryTalk Transaction Manager v10.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Software Requirements To use FactoryTalk Transaction Manager v10.10 effectively, the software installed on your server computer must meet the following minimum requirements.
● 2 ●Installing FactoryTalk Transaction Manager ● ● ● ● Oracle 9i, with ODBC driver version 9.2.1.0, and Net client driver version 9.2.0.1.0. Oracle 10g, with ODBC driver version 10.2.0.1.0, and Net client driver version 10.2.0.1.0. Oracle 11g, with ODBC driver version 11.1.0.6.0, and Net client driver version 11.1.0.6.0. Oracle 10g and later supports all three types of client installations (Instant client, Runtime and Administrator install). Oracle databases created in version 10.2.0.1.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Microsoft Windows Server 2008 R2 Microsoft COM+ objects must be built using Microsoft Developer Studio 6.0. Microsoft Windows 2003/XP/Vista/2008 R2 simple TCP/IP services must be configured. Microsoft Data Access Components (MDAC) is updated to version 2.8 during the FactoryTalk Transaction Manager installation. Minimum video resolution of 1024 x 768. Software Compatibility FactoryTalk Transaction Manager v10.
● 2 ●Installing FactoryTalk Transaction Manager ● ● ● ● EvRSI activation: If you are a current user upgrading to FactoryTalk Transaction Manager v10.10, your activation is already installed and will be used automatically. EvRSI activation will be replaced by FactoryTalk Activation in a future release. If you are using EvRSI activation, please contact your local Rockwell Automation Sales office or Technical Support for information on migrating your activations to FactoryTalk Activation.
● ● ● FactoryTalk Transaction Manager User Guide ● ● To activate your software using FactoryTalk Activation, first determine your activation server/client configuration: One or more activation servers, one or more clients. You will need to run the FactoryTalk Activation Server software on the network computer(s) that will act as the activation server(s). You will need to run the FactoryTalk Activation Client software on each of the client computers.
● 2 ●Installing FactoryTalk Transaction Manager ● ● ● ● on the computer running the Transaction Control Manager service or FactoryTalk Transaction Manager service until a valid activation is found. FactoryTalk Transaction Manager can be started an unlimited number of times. If the grace period ends and a valid activation has not been found, you will no longer be able to start the software.
● ● ● FactoryTalk Transaction Manager User Guide ● ● FACTORYTALK TRANSACTION MANAGER LITE This embedded version of FactoryTalk Transaction Manager supports data collection for RSBizWare components and allows you to create transactions in FactoryTalk Historian Classic and FactoryTalk Metrics, which can then be executed by the FactoryTalk Transaction Manager services.
● 2 ●Installing FactoryTalk Transaction Manager ● ● ● ● An activation is required to run this version of FactoryTalk Transaction Manager. This activation is available with RSView32 7.30.00 or later, and FactoryTalk ViewSE 5.00.00 or later. SUMMARY The table below shows the level of distribution and the maximum number of tags supported for each FactoryTalk Transaction Manager activation. The Availability column denotes sales availability (if the product is still for sale).
● ● ● FactoryTalk Transaction Manager User Guide ● ● Catalog Number: Class: Availability: Tag Limit: N/A Trial Free (3) 50 N/A Demo Free 10 N/A FactoryTalk Transaction Manager Lite Free (3) N/A (1) Used when the software enters grace period. (2) Sold for use with FactoryTalk Transaction Manager Professional only. (3) With the purchase of other Rockwell Software products.
● 2 ●Installing FactoryTalk Transaction Manager ● ● ● ● setup.exe. If you are installing FactoryTalk Transaction Manager from the RSBizWare CD-ROM, FactoryTalk Transaction Manager installs automatically with any other RSBizWare service. 4. After you have launched the FactoryTalk Transaction Manager Welcome Page, click Required Steps. Click each of the following options in the order specified below, to successfully install FactoryTalk Transaction Manager. 1.
● ● ● FactoryTalk Transaction Manager User Guide ● ● 7. View “How to Activate Rockwell Software Products” Displays information on activating Rockwell Software products. 8. Check for Product Updates - Displays the FactoryTalk Transaction Manager Product Updates page, outlining any software updates that may be available after this version of the software was released. 5.
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Chapter 3 Exploring the FactoryTalk Transaction Manager User Interface Starting FactoryTalk Transaction Manager To start FactoryTalk Transaction Manager, click Start on the Task bar, then select Programs > Rockwell Software > FactoryTalk Transaction Manager > FactoryTalk Transaction Manager.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Exploring the FactoryTalk Transaction Manager User Interface When you start FactoryTalk Transaction Manager for the first time (and if it is the first Rockwell Software product run on your computer), you are automatically logged on to FactoryTalk Security using your Windows-linked user account information. The system graphic appears in the right pane (or workspace) of the FactoryTalk Transaction Manager user interface.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● The design elements on the main FactoryTalk Transaction Manager user interface include: Title bar Menu bar Toolbar Configuration tree Workspace Status bar Title Bar The title bar shows the FactoryTalk Transaction Manager icon, the name of the configuration or configuration server (depending on what is selected in the configuration tree), the product name, and the Minimize, Maximize, and Close buttons.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Menu Bar You can access many features from the FactoryTalk Transaction Manager menu bar. For a description of the available shortcuts, refer to Section Toolbar (page 45) in this chapter. Figure 5: FactoryTalk Transaction Manager Menu Bar The Security menu allows you to log on or log off of FactoryTalk Security, or view your FactoryTalk Security permissions on the current configuration server.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● graphic on the toolbar, and then place the cursor on any design element on the system graphic for more information. The Help menu also provides specific links for viewing the release notes, a quick start, the online books, an error code resource, support and training,. In addition, you can use this option to obtain FactoryTalk Transaction Manager license and version information.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Icon: Description: Verifies the selected configuration. You can verify multiple transactions and choose to save the results to a text file. Displays information about the current transactions in the right pane of the application workspace. Displays diagnostic information about the configuration that is currently running in the right pane of the application workspace. Displays error log information in the right pane of the application workspace.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● The top level is the Configuration Server, named for the computer on which it is running. The second level is the configuration name. The third level displays the Transaction Control Manager service (if the configuration uses online edits) or the FactoryTalk Transaction Manager service.
● ● ● FactoryTalk Transaction Manager User Guide ● ● If you see this icon: A configuration is... A connector is... experiencing one or more connectors n/a (this state does not apply to a that are not functioning properly connector). stopped; all of the connectors are not not running properly. running. Additionally, the Transaction Control Manager service or the FactoryTalk Transaction Manager service is not running.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● Icon: Status: Description: Manager so that the software can determine why it is not working properly. No privilege The configuration server host computer: Resides in the FactoryTalk Administration Console. Is working properly. User does not have permissions (page 162) to communicate with the Configuration Server.
● ● ● FactoryTalk Transaction Manager User Guide ● ● The following is an example Transaction Definition View. Figure 8: Transaction Definition View Status Bar The status bar at the bottom of the main FactoryTalk Transaction Manager user interface displays the following information: Rows Selected (includes pending edits). The number of rows selected before you saved, assembled or canceled pending edits. Transactions Selected. The number of transactions selected. Passed.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● transactions required to implement an application must be contained in a single configuration. Create a configuration using the Configuration Checklist, which lists the required steps and displays the progress of your configuration. A green check mark indicates a completed step, while a yellow check mark indicates a partially completed step.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Select Configuration > Checklist or Configuration > New to begin using the Configuration Checklist. The following figure shows the Configuration Checklist: Figure 9: FactoryTalk Transaction Manager Configuration Checklist This chapter is not intended to provide step-by-step directions for creating a configuration, but to provide an overview to help you understand configurations.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● Checklist. It is recommended, at least initially, that you follow this sequence when creating configurations: Define and name a new configuration. Define control and enterprise connectors. Define the data points that will be used in transactions. Define the data objects that will be used in transactions. Define transactions, which transfer data between data points, in the control system and data objects.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Step 2: Defining Connectors To begin defining a connector, select the service to define from the drop-down list of connector services. Click Step 2 to open the Connector Definition dialog box. This dialog box allows you to configure communication and security settings for the Microsoft Windows 2003/XP/Vista/2008 R2 services.
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● Configuration Checklist while the configuration is running. For information about distributing control connectors and remote browsing capabilities, see Chapter 9, Exploring Advanced Topics (page 131). Step 4: Defining Data Objects To begin defining a data object, select the enterprise connector to define from the dropdown list. Click Step 4 to configure connections to the database and create a data object.
● ● ● FactoryTalk Transaction Manager User Guide ● ● dialog box and dropping it onto the appropriate Data Object Column in the Transaction Definition dialog box. From the Transaction Definition dialog box, open the Trigger and Storage Parameters dialog box to specify the events that will initiate your transactions and timeout values. For more detailed information about transactions, see Chapter 7, Creating Transactions (page 95).
● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● ● Starting Configurations If you are starting a FactoryTalk Transaction Manager configuration, you must be logged into a Microsoft Windows 2003/XP/Vista/2008 R2 account that has administrative privileges for all computers that are part of the FactoryTalk Transaction Manager system.
● ● ● FactoryTalk Transaction Manager User Guide ● ● configuration), and double-click the mouse. The Properties dialog box appears. 9. In the Start-up field, select Automatic. 10. Click OK. 11. Repeat steps 2 through 4 for each connector service in your configuration. The Transaction Control Manager service and the FactoryTalk Transaction Manager service cannot be set to Auto-start at the same time.
● ● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● Click any column header, except Total, to sort the list. The list refreshes every 30 seconds, or when you click the column headers. The columns in the Transaction Monitor have the following meaning: Total - The total number of transactions that have been triggered. Passed - The number of transactions that have completed without errors. Failed - The number of transactions that have failed.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Understanding FactoryTalk Transaction Manager External Files FactoryTalk Transaction Manager generates several types of external files while creating and running a configuration; you can set the location of these files from the FactoryTalk Transaction Manager user interface. The easiest way to determine where the configuration files are stored is to view the Configuration Properties dialog box.
● ● 3 ●Exploring the FactoryTalk Transaction Manager User Interface ● ● ● SQL files (*.sql) - FactoryTalk Transaction Manager generates these SQL files as a result of a failed connection or database error. To include this data in the database, use a database maintenance utility. RSQ files (*.rsq) - FactoryTalk Transaction Manager uses these compressed files to backup configurations. An .rsq file is a result of a backup. You can restore an .rsq file by using the restore command. RPB files (*.
Chapter 4 Understanding FactoryTalk Transaction Manager Services Introducing FactoryTalk Transaction Manager Services FactoryTalk Transaction Manager is designed to run as several services. During design time, the FactoryTalk Transaction Manager user interface sends information to the Configuration Server which writes to the configuration files.
● ● ● FactoryTalk Transaction Manager User Guide ● ● FactoryTalk Live Data The FactoryTalk Live Data control connector service is used to interface with data items provided by the FactoryTalk Live Data servers. The FactoryTalk Directory provides a common name space for factory automation products from Rockwell Software, allowing all applications to use the same naming convention and giving you the capability to browse available data points.
● ● 4 ●Understanding FactoryTalk Transaction Manager Services ● ● ● 2. Run the FactoryTalk Transaction Manager user interface on the remote computer and select a configuration that is using existing configuration files on the local computer. 3. Use the FactoryTalk Transaction Manager user interface on the remote computer to configure the DDE topics and items.
● ● ● FactoryTalk Transaction Manager User Guide ● ● If you need updated tags at a faster rate, use the FactoryTalk Live Data, RSLinx Classic OPC, or Generic OPC control connectors to retrieve data from the devices directly. To interface with tags provided by FactoryTalk View SE, use the FactoryTalk Live Data control connector. Generic OPC The Generic OPC control connector service can be used to interface with items provided by any OPC server that conforms to the OPC custom interface specifications.
● 4 ●Understanding FactoryTalk Transaction Manager Services ● ● ● ● ODBC The ODBC enterprise database connector allows you to interface with virtually any ODBC-compliant database including Microsoft Access, Microsoft SQL Server 2000 or later, IBM DB2, and Sybase. The ODBC enterprise connector requires a system data source name (DSN) to connect to an ODBC data source. When you create an ODBC database connection, you must enter a valid system DSN for the ODBC server.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Microsoft COM+ The Microsoft COM+ enterprise application connector allows you to interface with Microsoft COM+ application components; these components must be integrated into a Microsoft Windows 2003/XP/Vista/2008 R2 COM+ environment. Time-series Data Compression FactoryTalk Metrics The FactoryTalk Metrics enterprise application connector is only used with FactoryTalk Metrics and stores data into the Service Console.
● 4 ●Understanding FactoryTalk Transaction Manager Services ● ● ● ● executing to the database fast enough. To make a transaction use real-time threads, select Use Real Time Thread on the Transaction Definition dialog box. SQL buffer size: Specifies the size of the SQL buffer in kilobytes. The SQL buffer specifies the number of bytes necessary to build the command that will be executed. The default value only needs to be modified if database errors occur and the SQL file shows only a partial command.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Transaction Control Manager Service The Transaction Control Manager is a service that controls and executes FactoryTalk Transaction Manager transactions contained in a configuration, but with the additional functionality of the FactoryTalk Live Data control connector embedded in it. In an edit enabled configuration, the Transaction Control Manager replaces the separate FactoryTalk Transaction Manager and control connector services.
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Chapter 5 Defining Data Points Introducing Data Points Data points are specific data locations or registers in the control system that are made available to FactoryTalk Transaction Manager transactions. The software can read from, and write to, data points through the embedded FactoryTalk Live Data control connector (Transaction Control Manager service) or a control connector (FactoryTalk Transaction Manager service).
● ● ● FactoryTalk Transaction Manager User Guide ● ● server, add data points to your configuration, edit existing data points, and delete unwanted data points. The following figure shows an example FactoryTalk Data Point dialog box. Figure 10: FactoryTalk Data Point dialog box Notice the following fields on the status bar at the bottom of the FactoryTalk Data Point dialog box: 74 Configuration status- The status of the current configuration.
● ● 5 ●Defining Data Points ● ● ● Points- The number of data points that specific row represents. For example, two rows may be two different data points or they may be the current definition and the pending definition of the same data point. Passed- The number of successful operations. Disregarded- The number of rows that FactoryTalk Transaction Manager does not allow the action to be performed. For example, selecting a row that does not have a pending edit and clicking Cancel Edits.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Selecting a Collection Mode For FactoryTalk data points, you can select the collection mode type. This section provides more detail about the following types of data point collection for FactoryTalk control connectors: Scheduled Device Scheduled Unscheduled SCHEDULED: MAINTAIN THE CURRENT SUBSCRIBED VALUE During scheduled collection mode, each data point is continuously on scan at a configurable rate.
● 5 ●Defining Data Points ● ● ● ● Typically, this mode of collection is used to support a transaction that logs data infrequently. UNSCHEDULED: SEND SUBSCRIBED VALUE WHENEVER IT CHANGES This collection mode is driven by the data server and each data point is continuously on scan at the prescribed rate.
● ● ● FactoryTalk Transaction Manager User Guide ● ● a data point is 512 bytes for transactions without online edits, and 4096 bytes for transactions with online edits. If you defined a contiguous set of ASCII registers from a PLC processor, this data point contains a complete string (when used in a transaction). On the other hand, if you defined multiple consecutive elements with numeric data types in the contiguous registers of the PLC processor, you have an array.
● ● 5 ●Defining Data Points ● ● ● so that the value will remain fresh. Or create another data point using the same address and make it a scheduled data point so that the Transaction Control Manager service or FactoryTalk Transaction Manager service can then request it as needed. The unscheduled trigger is considered to be fresh when it starts a transaction.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Selecting a Substitution Option All data points must have valid values for a transaction to complete successfully. If a data point is not retrieved and ―times out,‖ the Transaction Control Manager service or FactoryTalk Transaction Manager service uses a substitution value. Unscheduled data points do not have substitution policies. If unscheduled data points are invalid, the transaction will fail.
● 5 ●Defining Data Points ● ● ● ● case of high-speed data changes). If the data is changing at a high rate, then switch the transactions to unscheduled. Unscheduled transactions offer better protection against stale and mismatched data via the use of ladder logic. The controller dictates when the data is read and it can lock values into its registers prior to triggering the transaction.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Server Returns: QualityOf() Returns: Bad (0) 1 Uncertain (1) 2 N/A (2) 3 Good (3) 0 This function only applies to FactoryTalk Live Data and OPC data servers. If you are using a DDE data server, a Good value is always returned. OPC Data Points OPC data points are used by the RSLinx Classic OPC, Generic OPC, and RSView32 connectors, but can also be used by FactoryTalk Live Data connectors.
● ● 5 ●Defining Data Points ● ● ● different OPC servers. Instead, select the new server and add the data points you want to include. Generic OPC Data Points The Generic OPC control connector service is an OPC client and communicates with an OPC server according to the OPC standards. The OPC Data Points dialog box allows you to browse a list of the servers supported by the Generic OPC control connector.
● ● ● FactoryTalk Transaction Manager User Guide ● ● FactoryTalk View SE users must use the FactoryTalk Live Data connector in FactoryTalk Transaction Manager. When using RSView32 data points and the FactoryTalk Live Data connector, use the FTDataServerOn and FTDataWriteEnable commands in the RSView32 project. DDE Data Points To create a DDE data point, enter an Item String or import a tag or symbolic name from a tag file. RSLogix 5/500, AI5 project files, or CSV and TSV files are supported.
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Chapter 6 Defining Data Objects Introducing Data Objects A FactoryTalk Transaction Manager data object references a specific object in an enterprise system. For enterprise database connectors, this object can be a database table, view, or stored procedure. For enterprise application connectors, objects can be a FactoryTalk Metrics function or a Microsoft COM+ method. These objects can be used in transactions. A data object may contain many columns or parameters that are used as a unit.
● ● ● FactoryTalk Transaction Manager User Guide ● ● The following figure shows an example Data Object Definition dialog box (click Step 4 on the Configuration Checklist). Figure 11: Data Object Definition dialog box The target database tables, views, and stored procedures must already exist in the database to be used in data objects. You can also create new stored procedures using the Stored Procedure Wizard (for Microsoft SQL Server 7.0 or later and Oracle only).
● 6 ●Defining Data Objects ● ● ● ● objects can reference the same database using a connection to the database system. Enterprise Database Objects The following sections describe how to connect to database objects for the enterprise database connectors. Oracle Call Interface (OCI) Data Objects The Oracle Call Interface (OCI) allows you to connect to database objects from an Oracle server.
● ● ● FactoryTalk Transaction Manager User Guide ● ● DSN, which is available to all Microsoft Windows 2003/XP/Vista/2008 R2 services. If the FactoryTalk Transaction Manager user interface resides on a computer that is remote from the computer(s) containing the enterprise connector, the system DSN list comes from the computer where the enterprise connector resides. Rockwell Software does not recommend using ODBC data objects if you have an Oracle database. Instead, use Oracle OCI data objects.
● 6 ●Defining Data Objects ● ● ● ● FactoryTalk Metrics Data Objects You can only connect to FactoryTalk Metrics data objects from the FactoryTalk Metrics Server. This connector is different from the other connectors because it preprocesses the data before sending it to the database. For more information, see the FactoryTalk Metrics User Guide.
● ● ● FactoryTalk Transaction Manager User Guide ● ● If you select the Use Cached Transaction Files checkbox on the Transaction Definition dialog box, a *.sql file is generated that you must manually apply to the database and the software generates *.rsl files until the connection is returned. FactoryTalk Transaction Manager does not process any further *.rsl files until the connection is returned.
● 6 ●Defining Data Objects ● ● ● ● Inserting and Updating Data Table Records When logging data to a table, you can use FactoryTalk Transaction Manager to directly insert data, which creates new records in the table, or update existing data in the table. The default setting is Insert, but you can change it by selecting the option for the given data object.
● ● ● FactoryTalk Transaction Manager User Guide ● ● software automatically adds them to the data object pane on the right when they are selected. To simplify the creation of simple stored procedures, FactoryTalk Transaction Manager provides a Stored Procedure Wizard for SQL Server and Oracle databases (on the Data Object Definition dialog box, click the Stored Procedure radio button and then click Wizard).
Chapter 7 Creating Transactions Introducing Transactions FactoryTalk Transaction Manager transactions move data between the control system and the enterprise system. Binding is the process of mapping: A column in a database table to a data point in a control system, expression, or a literal string. A parameter in a stored procedure to a data point, expression, a literal string, or a null value.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Transaction (cached or real-time) and storage options. The following figure shows an example Transaction Definition dialog box. Figure 13: Transaction Definition dialog box Transaction Types FactoryTalk Transaction Manager supports the following types of transactions regardless of the trigger mechanism: Unidirectional transactions. Bidirectional transactions.
● 7 ●Creating Transactions ● ● ● ● Unidirectional Transactions Unidirectional transactions in FactoryTalk Transaction Manager use information from the control system to add records to a database table, update the contents of existing records, or call stored procedures that do not contain output parameters. Unidirectional transactions are commonly used to log production data to a database, including: Performance monitoring. Quality analysis sampling. Real-time production information collecting.
● ● ● FactoryTalk Transaction Manager User Guide ● ● perform functions that were previously possible only through custom application development. Applications that are possible with this type of transaction include: Product parameter downloading. Dynamic routing. Dynamic production scheduling. Controller centralizing. Production floor interacting. Automated storage and retrieval warehousing.
● 7 ●Creating Transactions ● ● ● ● parameter, right-click and select either Bind Data Point or Bind Null Value from the menu. A transaction must have all input parameters bound to it before it can be enabled. Binding a null value to an input eliminates the need to gather a value from the database. Output parameters. These parameters do not require a binding. The results of the bound value display under the Bound Value column.
● ● ● FactoryTalk Transaction Manager User Guide ● ● failure of the transaction. For example, consider a high liability manufacturing environment where a verifiable quality record is a requirement for each product produced. At various steps in the manufacturing process, a transaction may send a test result to be stored in a central database. If that test result is not recorded successfully, the part on the production line may become worthless.
● 7 ●Creating Transactions ● ● ● ● Bit 1- The Error Bit. A 1 indicates there was an error, a 0 indicates no error. Bits 2 through 15- The Error Code. If Bit 1 contains a 1, these bits contain the error code. Otherwise, these bits are zeros. If you chose to use the Transaction Result code, you can run the FactoryTalk Transaction Manager error utility from the Startup menu. This eliminates the need to decode the integer to determine the FactoryTalk Transaction Manager error code.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Setting the transaction scan rate for a scheduled transaction lower than the transaction timeout may cause the second transaction to fail because only one scheduled transaction can run at a time.
● ● 7 ●Creating Transactions ● ● ● Transaction Type: Transaction Storage Method: Lost Connection with Enterprise Connector: Lost Connection with Enterprise System: Unidirectional Cached transaction files Cache files are applied when the connection is restored. One cache file can be converted to an .sql file and returns Database Failed. Remaining cache files are processed when connection is restored.(1) Unidirectional Real time thread Transaction fails and transaction data is lost.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Bidirectional Transactions Bidirectional transactions with input/output parameters are not complete until the control connector acknowledges that the control system has received the transaction output data. The transaction timeout includes the time it takes for the data server to connect to the control system, write the data values, and return a response to the control connector.
● ● 7 ●Creating Transactions ● ● ● object. To display the Expression Editor, select a data object on the Transaction Definition dialog box, right-click the mouse, and select Bind Expression. The following is an example Expression Editor dialog box. Figure 14: Expression Editor dialog box Logical and Mathematical Operations Mathematical operators define simple expressions that perform calculations that are evaluated after all data has been collected (or substituted).
● ● ● FactoryTalk Transaction Manager User Guide ● ● also a set of operators for both bit-wise and logical operations. Once an expression has been defined, the syntax and semantics are checked to determine if it can be evaluated at run time. Once the data points have been collected, their current values are used to evaluate the expression. The results are then passed to the database for processing. Time Functions The Expression Editor provides several functions for storing the current time.
● 7 ●Creating Transactions ● ● ● ● expression to calculate an average of the previous 10 transaction values (avg(datapoint[0,9]). This functionality also works to calculate the minimum (min) or maximum (max) value of a data point over several transactions. You must run the transaction to reflect changes in the historical values. The results, however, do not need to be stored.
● ● ● FactoryTalk Transaction Manager User Guide ● ● data points and in scheduled transactions to separate data values from a single data point.
● 7 ●Creating Transactions ● ● ● ● 109
Chapter 8 Understanding Online Edits Introducing Online Edits The ability to change data points and transactions in a FactoryTalk Transaction Manager configuration while it is running is known as online edits. The use of online edits allows data collection to continue in your automation system while you add new or modify existing data points and transactions. The following terms and concepts are fundamental to understanding how to perform online edits.
● ● ● FactoryTalk Transaction Manager User Guide ● ● configuration until they have been assembled, the definition of a data point or a transaction reverts to the current definition and there is no effect on the running configuration. Pending edit alerts– Informational messages describing the side effects of the pending data points or transaction edits made on running transactions.
● 8 ●Understanding Online Edits ● ● ● ● 5. Assemble all or assemble selected pending edits.
● ● ● FactoryTalk Transaction Manager User Guide ● ● The running configuration is not affected until the end of the process when the pending edits are assembled. Saving, reviewing or canceling pending edits prior to assembling only affects the configuration files, not the running configuration itself. Configurations That Use Online Edits A configuration that uses online edits allows you to add new data points and transactions as well as change existing data points and transactions while it is running.
● ● 8 ●Understanding Online Edits ● ● ● View differences between current transaction definitions and transactions with pending edits. In a running configuration that uses online edits, you cannot: Modify configuration properties. Modify error logging properties. Add new, modify, or delete existing enterprise connectors. Modify enterprise or control connector properties. Use any control connector except FactoryTalk Live Data. Modify database connection properties.
● ● ● FactoryTalk Transaction Manager User Guide ● ● A pending edit reflects the new definition of a data point or transaction after you have changed and saved it, before it has been assembled. Pending edits do not affect the currently running configuration until they have been assembled. After pending edits have been assembled, they replace the current definition and become the new current definition.
● ● 8 ●Understanding Online Edits ● ● ● FROM THE FACTORYTALK DATA POINT DIALOG BOX Assembling from this dialog box affects only the selected data point rows and only data point pending definitions. Transaction pending definitions are not assembled from this dialog box. FROM THE PENDING TRANSACTION DEFINITION DIALOG BOX The pending definitions for the transaction you are currently viewing are assembled. Data point pending definitions are not assembled from this dialog box.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Pending Edit Alerts Pending edit alerts are informational messages explaining that a transaction that has ―state‖ information (that is, internal buffers that contain information about the current and previous states of the transaction) will lose that state information. The conditions necessary for a transaction to be reset are described in detail below.
● 8 ●Understanding Online Edits ● ● ● ● Expression to data point. Data type of binding. Data point in a binding. Expression in a binding. Order of bindings. Merge input/output parameters in a binding. Separate input/output parameters in a binding. Or change these data point parameters: Number of elements in an array. Size of string. Address of a data point. Data type of a data point.
● ● ● FactoryTalk Transaction Manager User Guide ● ● All the transactions in the configuration (even the ones not displayed on this dialog box).
● ● 8 ●Understanding Online Edits ● ● ● Creating a Configuration That Uses Online Edits Two fundamental components constitute a configuration that uses online edits: exclusively using the FactoryTalk Live Data control connector, and selecting the Enable Online Edits check box.
● ● ● FactoryTalk Transaction Manager User Guide ● ● ADDING NEW DATA POINTS To begin adding new data points, navigate to the correct area in your FactoryTalk Directory in the Select Tags group and double-click to open the folder/area. Select a tag in the Contents of window, and then click Add Selected Tag(s). The new data points appear in red text in the data point grid. This new data point is considered a pending edit.
● ● 8 ●Understanding Online Edits ● ● ● SAVING DATA POINT PENDING EDITS When you are finished adding new data points or changing existing data points, you must save the pending edits. Select the data point rows in the data point grid and click Save Edits or select the data point rows in the grid, right-click and select Save Selected Edit(s) from the menu. You must always save pending edits before you assemble.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Editing Transactions In a Running Configuration That Uses Online Edits When you open the Transaction Definition dialog box to edit an existing transaction, notice that the fields are all disabled. You must first click Create Edits to begin making changes to the transaction. Notice that the title changes to Pending Transaction Definition dialog box.
● ● 8 ●Understanding Online Edits ● ● ● You can edit multiple transactions in a running configuration that uses online edits from the main FactoryTalk Transaction Manager user interface. Select one or more transactions in the Transaction Definition View in the right pane, right-click, and select one of the following menu options. Enable Transaction or Disable Transaction- A new pending edit row displays with the new state. The pending edit is automatically saved, but must be assembled manually.
● ● ● FactoryTalk Transaction Manager User Guide ● ● If a transaction is currently executing, the software will wait until that transaction has completely executed or it’s timeout has been reached before applying pending edits. No additional instances of this transaction will be executed until the pending edits have been applied. The Transaction Control Manager log file contains the entry displaying the time the transaction in question has been assembled.
● 8 ●Understanding Online Edits ● ● ● ● Transaction properties are displayed at the top of the dialog box and bindings (including the address location of the data points, not just the data point names) are displayed at the bottom of the dialog box. The default option is All, but you may select Differences to display only the properties or bindings that are different between the current and pending definitions.
● ● ● FactoryTalk Transaction Manager User Guide ● ● CANCELING TRANSACTION PENDING EDITS To cancel pending edits after you saved them on the Pending Transaction Definition dialog box, click Cancel Edits. You cannot cancel pending edits after you have assembled. Canceling pending edits does not affect the running configuration, it only removes the pending definition.
● 8 ●Understanding Online Edits ● ● ● ● 129
Chapter 9 Exploring Advanced Topics Introducing Advanced Topics This chapter will provide the following additional information for using FactoryTalk Transaction Manager: Remote user interface. Distributed configurations. Data point buffering. Increasing performance. Remote User Interface A remote FactoryTalk Transaction Manager user interface is used to configure FactoryTalk Transaction Manager services and configuration (.dat) files to run on another computer.
● ● ● FactoryTalk Transaction Manager User Guide ● ● The remote FactoryTalk Transaction Manager user interface communicates directly with the Configuration Server, which then reads from and writes to the configuration files. Figure 20: Communication scheme Remote browsing allows you to browse DSNs and Oracle connection strings that are not found on the local computer. All browsing for FactoryTalk data points and all databases is in the context of Computer B.
● 9 ●Exploring Advanced Topics ● ● ● ● If you are not using the FactoryTalk Live Data connector, we recommend that you do not attempt to use a remote FactoryTalk Transaction Manager user interface for configuring your data points. When using the remote FactoryTalk Transaction Manager user interface, you must ensure that all of the computers that are involved in your configuration belong to the same FactoryTalk Directory.
● ● ● FactoryTalk Transaction Manager User Guide ● ● The license must not be installed on a mapped drive, since the Transaction Control Manager service or FactoryTalk Transaction Manager service will not be able to use it. Establishing Microsoft Windows Privileges The FactoryTalk Transaction Manager user interface must be logged into a Microsoft Windows 2003/XP/Vista/2008 R2 account that has administrative privileges for all computers that are part of the FactoryTalk Transaction Manager system.
● ● 9 ●Exploring Advanced Topics ● ● ● CHANGING THE TRANSACTION CACHE FILE PATH To change the transaction cache file, select the configuration name, and then select Configuration > Properties. From the Cache tab on the Configuration Properties dialog box, double-click the connector to change the file path. The transaction cache file must reside on the same computer as the FactoryTalk Transaction Manager service.
● ● ● FactoryTalk Transaction Manager User Guide ● ● BUFFERING IN THE FACTORYTALK TRANSACTION MANAGER CONTROL CONNECTOR The FactoryTalk Transaction Manager control connector maintains a copy of the data. Data servers, which may have separate copies of the data, send changed values to the control connector. Once in the control connector, the data is either sent to the FactoryTalk Transaction Manager service (unscheduled data points) or is buffered until it is requested (scheduled data points).
● ● 9 ●Exploring Advanced Topics ● ● ● controller by the FactoryTalk Live Data server once it receives the read request from the Transaction Control Manager service. Another exception is that the FactoryTalk Transaction Manager service never requests the current value of an unscheduled data point from the FactoryTalk Live Data server.
● ● ● FactoryTalk Transaction Manager User Guide ● ● transactions to a smaller value or decrease the time between cache transaction files. This will improve the timeliness of the data in your database, but increase the load on your database. Increasing Performance The following sections discuss recommendations for increasing performance when running FactoryTalk Transaction Manager configurations. Control System Store data in the control system in consecutive locations.
● ● 9 ●Exploring Advanced Topics ● ● ● Tune the database. Understand when to use indices and how to archive data. Consult your database administrator for assistance. Optimize queries, triggers, and stored procedures executed by FactoryTalk Transaction Manager. FactoryTalk Transaction Manager Trigger transactions on unscheduled data change instead of scheduled transaction execution. If you must use DDE, select hot links instead of cold links to the control data server.
● ● ● FactoryTalk Transaction Manager User Guide ● ● When collecting data from RSLinx Enterprise and FactoryTalk View, some controller values may exist in RSLinx Enterprise and in the FactoryTalk View tag database. Collect these points from RSLinx Enterprise, not from FactoryTalk View. This allows RSLinx Enterprise to optimize the data collection from the controller by reading the data once and passing it to FactoryTalk View and FactoryTalk Transaction Manager.
● 9 ●Exploring Advanced Topics ● ● ● ● Turn off ODBC trace and SQL trace facilities. Place the Microsoft Windows 2003/XP/Vista/2008 R2 operating system and paging files, the cached transaction files, and the database and its associated files on separate physical disks.
Appendix A FactoryTalk Transaction Manager Sample Applications External Trigger Sample Application The External Trigger sample application illustrates how an external application can trigger a FactoryTalk Transaction Manager transaction. Use external triggering to create a custom user interface to the FactoryTalk Transaction Manager application or to integrate FactoryTalk Transaction Manager functionality into an existing software system.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Three sample programs: one each in Microsoft Visual Basic, C Language, and Microsoft Visual C++ allow you to trigger a transaction by entering a transaction name. Running the Application 1. Open the ExternalTriggerSample.xls Excel spreadsheet and enter an integer value in cell A1. This is the data value used by the transaction. 2. Create the ExternalTriggerSample table using the provided ExternalApplication.sql script. 3.
● A ● FactoryTalk Transaction Manager Sample Applications ● ● ● ● The sample illustrates the following two methods in the FactoryTalk Transaction Manager Application Program Interface (API) for triggering transactions: RSSqlUnconnectedTrigger() function: The only parameter is the name of the transaction to be triggered (case sensitive). This function establishes a connection to the FactoryTalk Transaction Manager service, sends the trigger request, and stops the connection.
● ● ● FactoryTalk Transaction Manager User Guide ● ● 146
Appendix B FactoryTalk Transaction Manager and Microsoft COM+ Objects Introducing FactoryTalk Transaction Manager and Microsoft COM+ Objects FactoryTalk Transaction Manager logs data to many different databases. Additionally, FactoryTalk Transaction Manager can call stored procedures in a database, as well as call Microsoft COM+ objects that are used in building multi-tiered, distributed applications.
● ● ● FactoryTalk Transaction Manager User Guide ● ● 2. Select Project > References to add a reference to the Microsoft ActiveX Data Objects 2.5 and COM+ Services Type libraries. 3. Select Project > Project Properties. Click the General tab and change the project name to ―ComSampleVB.‖ Make sure that the Threading Model is Apartment Threaded. 4. Recreate Code Sample A at the end of this section in the General Declarations section of the default class module.
● B ● FactoryTalk Transaction Manager and Microsoft COM+ Objects ● ● ● ● Installing the Remote Component To install the remote component, ―ComSampleVB,‖ complete the following steps: 1. Select Start > Programs > Administrative Tools > Component Services to start the Component Services Console. If you do not see the Administrative Tools Group on the Start menu, right-click the Taskbar and select Properties from the menu. Select the Advanced tab, then select Display Administrative Tools. 2.
● ● ● FactoryTalk Transaction Manager User Guide ● ● You should be able to run the client code “ClientSampleVB” from the Visual Basic environment on the server computer successfully. Setting Up the Remote Client This process is optional. A Microsoft COM+ application is usually part of a larger application (N-tier) or system that affects many areas of a business. You will have to decide how to distribute components across the servers and what clients will have access to them.
● B ● FactoryTalk Transaction Manager and Microsoft COM+ Objects ● ● ● ● 2. In the left pane of the Component Services, click the plus sign next to Component Services to expand it. Continue expanding Computers, My Computer, COM+ Applications, and finally, the ComSampleVB application folder. 3. Right-click the ComSampleVB application and select Export from the menu. 4. From the COM Application Export Wizard dialog box, click Next. 5.
● ● ● FactoryTalk Transaction Manager User Guide ● ● You should now be able to run the ClientSampleVB application on the remote client computer and execute the COM+ Server component “ComSampleVB” on the server. Including the COM+ Enterprise Application Connector In a FactoryTalk Transaction Manager Configuration To include a Microsoft COM+ enterprise application connector in a FactoryTalk Transaction Manager configuration, complete the following steps: 1. Open FactoryTalk Transaction Manager. 2.
● B ● FactoryTalk Transaction Manager and Microsoft COM+ Objects ● ● ● ● Defining the COM+ Data Object The remote component must already be installed on the COM+ server before you can define a FactoryTalk Transaction Manager COM+ data object. For more information, refer to the “Installing the remote component” section in this appendix. If you are on a client computer, the application proxy must already be installed.
● ● ● FactoryTalk Transaction Manager User Guide ● ● 10. Click Apply to save the parameters, then click Close to return to the Configuration Checklist. You are now ready to use Microsoft COM+ components in a FactoryTalk Transaction Manager transaction. Code Sample A (ComSampleVB) The following code is referenced in the ―Creating the remote component‖ procedure.
● B ● FactoryTalk Transaction Manager and Microsoft COM+ Objects ● ● ● ● ctxObject.SetComplete ‘Required Exit Function errorhandler: Get_VB_Sample_Data = 33999 ctxObject.SetAbort ‘Required Err.Raise vbObjectError, "Error in Get_VB_Sample_Data ", _ Err.Description Exit Function ‘ Program Notes: ‘ ‘ Note the use of SetComplete and SetAbort methods ‘ of the ctxObject to end the code.
● ● ● FactoryTalk Transaction Manager User Guide ● ● Set obj = CreateObject("ComSampleVB.Class1") ‘ Put a value into the required argument and ‘ pass it to the remote component szKey = "ignored" ‘ Call the remote component ‘ and display the return value MsgBox obj.Get_VB_Sample_Data(szKey, szString) ‘ Display the returned data MsgBox "String Data: " & szString ‘ Destroy the instance of the remote component Set obj = Nothing End Sub Private Sub Form_Load() Command1.
● B ● FactoryTalk Transaction Manager and Microsoft COM+ Objects ● ● ● ● 157
Appendix C Securing FactoryTalk Transaction Manager Using FactoryTalk Security About FactoryTalk Security FactoryTalk Security is intended to improve the security of your automation system by limiting access to those with a legitimate need. FactoryTalk Security authenticates user identities and authorizes user requests to access a FactoryTalk-enabled system.
● ● ● FactoryTalk Transaction Manager User Guide ● ● If you must change the FactoryTalk Directory computer location, reboot your computer to synchronize the Configuration Server with the FactoryTalk Directory computer. The Configuration Server is the only FactoryTalk Transaction Manager-specific component that you can apply security permissions to via the FactoryTalk Administration Console. One Configuration Server (in FactoryTalk Transaction Manager) is equivalent to one computer (in FactoryTalk).
● C ● Securing FactoryTalk Transaction Manager Using FactoryTalk Security ● ● ● ● Manager-specific privilege information can be viewed using the Write FactoryTalk Transaction Manager-specific security privileges to file tool (page 169), and then you can use that data to establish similar permissions in the FactoryTalk Administration Console. FactoryTalk Security is set in the FactoryTalk Directory.
● ● ● FactoryTalk Transaction Manager User Guide ● ● (computer B) that is configured to use another FactoryTalk Directory server, data cannot be shared between computer A and computer B until the FactoryTalk Directory servers are the same. All security permissions must be assigned in the FactoryTalk Administration Console.
● C ● Securing FactoryTalk Transaction Manager Using FactoryTalk Security ● ● ● ● To perform this FactoryTalk Transaction Manager task: View a configuration.
● ● ● FactoryTalk Transaction Manager User Guide ● ● To perform this FactoryTalk Transaction Manager task: Select the following item on the Explorer pane in the FactoryTalk Administration Console: Right-click the selected item on the Explorer pane in the FactoryTalk Administration Console, select Security, and then set the following actions on the Security Settings dialog box that is displayed: FactoryTalk Transaction Manager > Start, Stop, and Assemble Transactions Common > Common > Common > List Chi
● C ● Securing FactoryTalk Transaction Manager Using FactoryTalk Security ● ● ● ● To perform this FactoryTalk Transaction Manager task: Select the following item on the Explorer pane in the FactoryTalk Administration Console: Right-click the selected item on the Explorer pane in the FactoryTalk Administration Console, select Security, and then set the following actions on the Security Settings dialog box that is displayed: FactoryTalk Transaction Manager > Start, Stop, and Assemble Transactions Common
● ● ● FactoryTalk Transaction Manager User Guide ● ● To use FactoryTalk Transaction Manager and FactoryTalk Security effectively, you must have a FactoryTalk user account in the FactoryTalk Directory. Additionally, to use FactoryTalk Transaction Manager to perform any design-time or run-time task, you must log into FactoryTalk Security. For more information, see the following sections. If you have additional questions, please contact your system administrator.
● C ● Securing FactoryTalk Transaction Manager Using FactoryTalk Security ● ● ● ● After FactoryTalk Transaction Manager starts, all ties with the machine-wide SSO are severed; any changes to the machine-wide SSO user do not affect the user logged into FactoryTalk Transaction Manager. Likewise, if you log out of FactoryTalk Transaction Manager (select Security > Logoff), the machine-wide SSO user is not affected.
● ● ● FactoryTalk Transaction Manager User Guide ● ● already logged on to the FactoryTalk Directory via Start > Programs > Rockwell Software > FactoryTalk Tools > Log on to FactoryTalk or some other FactoryTalk-enabled product. Then FactoryTalk Transaction Manager immediately retrieves your SSO information at startup. That user information represents both the FactoryTalk Transaction Manager and FactoryTalk logged-in user.
● C ● Securing FactoryTalk Transaction Manager Using FactoryTalk Security ● ● ● ● The Security > Logon menu selection is available only when you are not currently logged into FactoryTalk Transaction Manager. After logging on, you can log out at any time by selecting Security > Logoff or by canceling the Log on to FactoryTalk dialog box at FactoryTalk Transaction Manager startup.
● ● ● FactoryTalk Transaction Manager User Guide ● ● When using this tool, you can specify the file name and location where this file will reside. This file will be formatted as follows: Line 1 - file title. Line 2 - Configuration Server name. Line 3 - configuration name. Line 4 and subsequent lines - security level, the user or group name, and any file notification options.
● C ● Securing FactoryTalk Transaction Manager Using FactoryTalk Security ● ● ● ● If you used this old product-specific security privilege: It has been replaced by this FactoryTalk Security permission or FactoryTalk Transaction Manager custom action: This security permission allows you to: RSSQL_MODIFY Common > Write (page 162) Make offline changes to a configuration. Note: This attribute also requires that you have Common > Read permission.
Appendix D Glossary The process of changing the running, current definition of a transaction or data point in a configuration that uses online edits to the pending definition. You cannot assemble pending edits until you save them first. Assemble Pending Edits The process of changing the running, current definition of a transaction or data point in a configuration that uses online edits to the pending definition. You cannot assemble pending edits until you save them first.
● ● ● FactoryTalk Transaction Manager User Guide ● ● configuration files. You can create an unlimited number of configurations, but the FactoryTalk Transaction Manager can run only one configuration at a time. Configuration Server The Configuration Server is a Microsoft Windows 2003/XP/Vista/2008 R2 service that runs continuously to provide a single interface to the configuration (.dat) files that make up the FactoryTalk Transaction Manager configuration.
● D ● Glossary ● ● ● ● Data Point Data locations in the control system. Data points are associated with control connectors and also contain collection parameters and other attributes. Data points can serve as transaction triggers, supply input data for transactions, and receive data as an output from a transaction. Database View A filter on selected fields in database table(s) outside of the FactoryTalk Transaction Manager software.
● ● ● FactoryTalk Transaction Manager User Guide ● ● security services are fully integrated into the FactoryTalk Directory and are included as part of the FactoryTalk Services Platform that installs with many Rockwell Software products. FactoryTalk Transaction Manager User Interface The user interface that you use to create, run, control, and monitor FactoryTalk Transaction Manager configurations.
● D ● Glossary ● ● ● ● ODBC Enterprise Database Connector A service that moves data between the FactoryTalk Transaction Manager service and an ODBC-compliant database. The ODBC enterprise database connector is currently written to the ODBC version 2.0 specification and should support any ODBC driver that is version 2.0 compliant or greater.
● ● ● FactoryTalk Transaction Manager User Guide ● ● RSLinx Classic OPC Control Connector A service that moves data between the FactoryTalk Transaction Manager service and an RSLinx Classic server. RSView32 Control Connector A service that moves data from an RSView32 project to the FactoryTalk Transaction Manager server in RSView32. SQL An acronym for Structured Query Language.
● D ● Glossary ● ● ● ● FactoryTalk Transaction Manager Service A service that controls and executes FactoryTalk Transaction Manager transactions contained in a configuration. Transaction Result Binding Implements a data transfer from the control system to the enterprise system (and possibly back to the control system, logging a return code to the control system that is bound to a data point and reports the success or failure of the transaction).
Index Index A About FactoryTalk Security • 153 Activate Using EvRSI Activation • 32 Activate Using FactoryTalk Activation • 31 Activation • 30 Activation Options • 33 Adding New Data Points • 118 Assemble Pending Edits • 167 Assembling Data Point Pending Edits • 119 Assembling Pending Edits • 112 Assembling Transaction Pending Edits • 122 At FactoryTalk Transaction Manager Start Up • 160 Audit Trail • 167 Automate Data Logging • 13 B Before You Begin • 27 Bidirectional or Unidirectional Transactions With
● ● ● FactoryTalk Transaction Manager User Guide ● ● Creating the Client Application • 144 Creating the Microsoft COM+ Setup Program • 147 Creating the Remote Component • 143 Creating Transactions • 91 D Data Object • 169 Data Point • 169 Data Point Buffering • 131 Data Point Range and Advanced Functions • 104 Data Retrieval Timeout • 77 Data Valid • 76 Database • 135 Database Triggers • 100 Database View • 169 DDE • 62 DDE Control Connector • 169 DDE Data Points • 82 Defining Data Objects • 83 Defining
● ●Index ● ● ● ● FactoryTalk Transaction Manager Behaviors When the FactoryTalk Security Single Sign-on User Is In Effect • 159 FactoryTalk Transaction Manager Demo • 34 FactoryTalk Transaction Manager Lite • 34 FactoryTalk Transaction Manager Sample Applications • 139 FactoryTalk Transaction Manager Service • 68, 173 FactoryTalk Transaction Manager Service and Control Connectors • 17 FactoryTalk Transaction Manager Trial • 34 FactoryTalk Transaction Manager User Interface • 170 From the FactoryTalk Data
● ● ● FactoryTalk Transaction Manager User Guide ● ● Menu Bar • 42 Microsoft COM+ • 66 Microsoft COM+ Data Objects • 86 Microsoft COM+ Enterprise Application Connector • 170 Microsoft OLE DB • 66 Microsoft OLE DB Enterprise Database Connector • 171 Microsoft SQL Server Data Objects • 85 Miscellaneous • 54 Monitoring Configurations • 57 Moving the Client Sample Application • 147 O OCI • 171 ODBC • 65, 171 ODBC Data Objects • 86 ODBC Enterprise Database Connector • 171 OLE DB • 171 Online Edits Workflow •
● ●Index ● ● ● ● Software Requirements • 28 Specify FactoryTalk Security Permissions That Allow You To Perform FactoryTalk Transaction Manager Tasks • 156 Specifying Quality • 79 SQL • 172 Starting and Stopping Connectors • 56 Starting Configurations • 55 Starting FactoryTalk Transaction Manager • 39 Status Bar • 48 Step 1 Defining and Naming a New Configuration • 51 Step 2 Defining Connectors • 52 Step 3 Defining Data Points • 52 Step 4 Defining Data Objects • 53 Step 5 Defining Transactions • 53 Step 6
● ● ● FactoryTalk Transaction Manager User Guide ● ● W Welcome To FactoryTalk Transaction Manager • 13 What Can FactoryTalk Transaction Manager Do For Me? • 13 What Is FactoryTalk Transaction Manager? • 13 When Using FactoryTalk Transaction Manager • 162 Where Can I Go For Help? • 22 Workspace • 47 Writing Product-Specific Security Privileges From a Previous Release To a File • 163 186
