View Machine Edition INSTALLATION GUIDE PUBLICATION VIEWME-IN003K-EN-E–August 2014 Supersedes Publication VIEWME-IN003J-EN-E
Contact Rockwell Customer Support Telephone — 1.440.646.3434 Online Support — http://www.rockwellautomation.com/support/ Copyright Notice © 2014 Rockwell Automation, Inc. All rights reserved. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is strictly prohibited. Please refer to the license agreement for details.
Contents • What’s in this Installation Guide? About the FactoryTalk View documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Find information in the FactoryTalk View Installation . . . . . . . . . . . . . . . . . . viii Where you can find this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Other Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Open the FactoryTalk View online manuals .
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE FactoryTalk Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setup Wizard uninstalls applicable Rockwell Automation software . . . . . . . . User Identification and serial number. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . License agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . File Location . . . . . . . . . . . . . . . . .
Use sample applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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PREFACE What’s in this Installation Guide? This manual describes the FactoryTalk View ME (Machine Edition) Product and System, the tasks to be performed on a system before installation, the detailed installation steps, how to use FactoryTalk Activation Manager to license the installed product, tasks for deploying applications, and how to upgrade an existing system.
• • • • • FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Online Help. Online procedures and reference information are available from the Help menu in FactoryTalk View ME Studio, and from editors and dialog boxes used to develop FactoryTalk View ME applications. Find information in the FactoryTalk View Installation Most of the dialog boxes during the installation include the selection View Installation Guide. Clicking View Installation Guide opens the Installation Guide PDF file.
Other Documents Document Description PanelView Plus Terminals User Manual Publication 2711P-UM007 Describes the tasks to install, configure, and use FactoryTalk View ME on PanelView Plus 7 terminals. PanelView Plus Terminals User Manual Publication 2711P-UM006 Describes the tasks to install, configure, and use FactoryTalk View ME on PanelView Plus 6 terminals.
• • • • • FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Support staff are available Monday to Friday from 8:00 a.m. through 5:00 p.m. local time (North America only), except on statutory holidays.
1 FactoryTalk View Machine Edition system basics FactoryTalk View, including FactoryTalk View Machine Edition Station and FactoryTalk View Studio ME, are HMI (human-machine interface) software products designed with a common look, feel, and navigation to help speed HMI application development and training time.
• • • • • FACTORYTALK VIEW INSTALLATION GUIDE The FactoryTalk View software FactoryTalk View Machine Edition is an integrated software package for developing and running HMI applications on personal computers and PanelView Plus terminals. A FactoryTalk View ME System is more than the HMI terminals. It also includes the FactoryTalk Services Platform and Data Communication products such as RSLinx Enterprise and RSLinx Classic.
computer running a supporting Microsoft Windows operation system. See “System requirements” on page 7. FactoryTalk Services Platform The FactoryTalk Services Platform provides a set of common services (such as diagnostic messages, health monitoring services, and access to real-time data) for all the FactoryTalk products and applications used in a control system. FactoryTalk Services Platform is installed automatically.
• • • • • FACTORYTALK VIEW INSTALLATION GUIDE You can use the RSLinx Enterprise or RSLinx Classic software shipped with FactoryTalk View ME or use other software and devices that support OPC (OLE for Process Control) communications. RSLinx Enterprise is automatically installed for FactoryTalk View applications. You can use the RSLinx software shipped with FactoryTalk View ME, or use other software and devices that support OPC communications.
Additional FactoryTalk View Site Edition applications can also be installed from this Setup Wizard program.
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Install, activate, and uninstall FactoryTalk View on a personal computer This chapter describes: System requirements. Install FactoryTalk View Machine Edition and related software. Activate the FactoryTalk View software. Uninstall FactoryTalk View Machine Edition and related software System requirements To run FactoryTalk View Studio ME, the recommended requirements are: Personal computer with an Intel Pentium 4 processor (2 GHz or faster processor recommended). Memory (RAM).
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Operating System 32-bit 64-bit X Windows 7 Enterprise Edition with Service Pack 1 Windows 7 Professional with Service Pack 1 X X Windows 7 Professional X X Windows Server 2008 R2 Standard Edition X Windows Server 2008 R2 Enterprise Edition with Service Pack 1 X Windows Server 2008 R2 Standard Edition with Service Pack 1 X Windows Server 2008 Standard Edition with Service Pack 2 X Windows Vista Business with Service Pack 2 X
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER 2. Enter your Company Name and the Software Serial Number for your current RSNetWorx. 2 • Placeholder 3. Follow the instructions to download and install the updated software product. If you are not under a current technical support contract, you may purchase an update for RSNetWorx by contacting Rockwell Automation sales. RSNetWorx v21.00 or later is also available in Studio Professional v21.00 or later.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Disable automatic Windows updates When you install Microsoft Service Pack releases and other Windows operating system updates, you introduce new software that could affect the operation of FactoryTalk View ME components on the computer. Windows updates should be disabled in all production computers. Updates can cause unexpected behaviors, including shutting down running applications.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER 2. In the left column, select Change settings. 2 • Placeholder 3. In the Important Updates drop down, select Never check for updates. 4. Select the Give me recommended updates the same way I receive important updates check box. 5. Click OK. Install FactoryTalk View software FactoryTalk View Machine Edition supports two installation methods: Setup wizard installation and unattended installation.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE 4. After you make the selection from the list, the Setup Wizard will automatically offer different choices for the software products to install. Make your choices and click Next. The applications you have selected will determine the sequence of installation. 5. Follow the prompts for the application you have selected.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER Select software products to install 2 • Placeholder Each FactoryTalk View ME application is automatically installed with the appropriate underlying Rockwell software products. During installation, you will be prompted to select optional components if they are available.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Clicking on any of the applications shows its status in the right window. Status messages may include that it will be installed, and whether it is already installed and will be upgraded.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER FactoryTalk Activation Setup Wizard uninstalls applicable Rockwell Automation software During the installation, the Setup Wizard identifies Rockwell Automation software that will be replaced. The program automatically terminates the programs listed in the following dialog box.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Click Next to proceed.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER User Identification and serial number 2 • Placeholder If you are installing FactoryTalk View Studio ME, the next step is to set up user information for the administrator of the application. User Name and Organization are optional and not required for installation. A serial number reveals which edition of FactoryTalk View you purchased.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE License agreement End-user license agreements (EULA) spell out your rights and responsibilities. Depending on the applications being installed, it is possible that there may be more than one license agreement on this page. The individual license agreements are listed above the text box. Some software products may be delivered or made available only after you agree to the terms and conditions of each of the license agreements. 1.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER File Location 2 • Placeholder Select the location for Rockwell Automation software. If needed, select the pull down menu to browse to another drive location.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Select Complete or Custom Setup Type This dialog box allows you to select the most appropriate type of installation for your applications. 20 Complete installs all the components available in the Setup Wizard. Custom allows you to select optional components such as Help and demo applications during the Rockwell Software Setup step.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER SQL Server sign-in or installation FactoryTalk View Machine Edition 8.00.00 supports the following editions of SQL Server: SQL Server 2008 R2 Express (32-bit or 64-bit) SQL Server 2008 R2 Standard (32-bit or 64-bit) SQL Server 2008 R2 Enterprise (32-bit or 64-bit) If a supported edition of FTVIEWx64TagDB instance exists, the installer skips the SQL configuration step.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Microsoft SQL Server 2008 R2 Express Service Pack 2 (32-bit) will be installed by default. If you want to install other supported editions, you can use the batch file Install Compatible SQL.bat to conduct the installation. The file located in the following directory in the FactoryTalk View Machine Edition installation media: D:\Redist\SQLServerEXPR_2008R2SP2 where D:\ is the drive containing the installation DVD.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER Select Features to Install 2 • Placeholder If you selected Custom setup, this screen appears only when optional features are available. Features (usually Demo Applications and Help) are optional. Select the options you want to install and click Next.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Ready to Install Once all the selections are made, the Setup Wizard displays the prerequisites and Rockwell Software that will be installed. Configuration Summary indicates the software that will be included in the installation process. Prerequisite Software is required on the computer to support the Rockwell Software applications.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER Automatic installation of prerequisites .NET Framework 3.5 Service Pack 1 .NET Framework 4.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Device Status and Diagnostics Faceplates Device Status and Diagnostics Faceplates are recommended or optional depending on which application you are installing. The faceplates will be installed to: (Windows XP and Windows Server 2003) C:\Documents and Settings\All Users\Documents\RSView Enterprise\ME\Faceplates (Windows Server 2012, Windows 8.
2 • Placeholder To proceed directly to activation of the installed components, click Finish, and the following window opens. • • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER a. In the Serial number field, enter the serial number. b. In the Product key field, enter the product key. c. Select Activate locally, or Activate using a dongle. d. Click Continue. FactoryTalk View products will be activated.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE If you are using Windows Server 2012 R2, Windows Server 2012, Windows 8.1, or Windows 8, .NET Framework 3.5 is required. You need to manually install it first. For detailed instructions, refer to http://msdn.microsoft.com/en-us/library/hh506443.aspx. If RSNetWorx, v9.0 or earlier, is installed on your computer, it is suggested to upgrade it to v21.00 or later. Otherwise, FactoryTalk View cannot be installed.
2 • Placeholder After you press Enter, the installation process starts with the parameters you specified. During the unattended installation, if User Account Control dialog box shows, click Yes to continue with the installation. You need administrator rights to complete the unattended installation. Parameters The parameters and values are not case sensitive. If the value includes spaces, you need to enclose it in quotation marks (" ").
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE /AdobeReader (Optional) Specifies whether to install Adobe Reader. If omitted, Adobe Reader will not be installed. /UserName=user_name (Optional) Specifies the user name. /Organization=organization_name (Optional) Specifies the organization name. /SqlSaPwd=sql_server_password (Optional) Specifies the password for the Microsoft SQL Server SA (System Administrator) account. The value must meet strong password policy requirements.
• • • • • 2 • INSTALL, ACTIVATE, AND UNINSTALL FACTORYTALK VIEW ON A PERSONAL COMPUTER Examples 2 • Placeholder The following examples show how to use the commands during the unattended installation. Example 1 Setup /Q /AcceptAllLicenseItems /Product="Studio for Machine Edition" /SqlSaPwd=myPassword@123 /SerialNumber=0123456789 /ProductKey=ABCDE-FGHIJ /AutoRestart means: Studio for Machine Edition will be installed.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE A Patch TOC describes updates released for a particular product and version, and provides instructions for downloading and installing the updates on computers where the software is installed. Each product you installed, including, Studio for Machine Edition, FactoryTalk Services Platform, RSLinx Enterprise, and RSLinx Classic, will have its own, version-specific Patch TOCs. To find Patch TOCs in the Rockwell Automation Knowledgebase 1.
2 • Placeholder 3. Scroll down to Software and click on FactoryTalk View ME. In the Search box, type Patch TOC and click Search. In the search results, look for Patch TOCs related to all the products you installed from the FactoryTalk View installation DVD.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE With FactoryTalk Activation, there is no need for a physical master disk or any physical media; instead, activation files are generated and distributed electronically. FactoryTalk View products use two types of activations: Floating concurrent activations are checked out of an activation server located on the network, and require a continuous network connection.
To use borrowed activations, you must upgrade to FactoryTalk Activation Manager version 3.30 or later (included on any FactoryTalk installation DVD) on all server and client computers where the borrowed activations will be used. Activation keys for FactoryTalk View software components The activation files you download from the Rockwell Automation Activation Website contain the activation keys you purchased, in encrypted form. The activation key is the software that activates FactoryTalk View components.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Server 2008 Express instance FTVIEWx64TagDB manually only if you need to uninstall SQL Server 2008 Express instance FTVIEWx64TagDB and reinstall it. A message appears asking the user to recreate the SQL server instance if user has not done so. It is not necessary to recreate the SQL Server 2008 Express instance unless prompted. To Recreate SQL Server 2008 Express instance 1.
Adds a folder containing sample applications for FactoryTalk View Studio and stores applications that you create. This folder is located in: (Windows XP and Windows Server 2003) C:\Documents and Settings\All Users\Shared Documents\RSView Enterprise\ME\HMI projects (Windows Server 2012, Windows 8.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE To uninstall FactoryTalk View and related software 1. Close all open Windows and FactoryTalk View programs. 2. Select Start > All Programs > Rockwell Software > FactoryTalk View > Uninstall FactoryTalk View. The Uninstall FactoryTalk View dialog box opens. 3. Optional - If you want to remove all application files, including FactoryTalk directory archives and FactoryTalk View project files, select the Remove Application Files check box.
Run FactoryTalk View ME Station on PanelView Plus 7, PanelView Plus 6, PanelView Plus, and PanelView Plus CE terminals 3 • Placeholder 3 This chapter describes: System requirements. Reinstall FactoryTalk View ME Station and related software. Start FactoryTalk View ME Station and use sample applications.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Theuser manuals include the information about installing, configuring, and programming a full range of terminals compatible with FactoryTalk View Machine Edition. Install PanelView Plus 7, PanelView Plus 6, PanelView Plus, and PanelView Plus CE terminals all come with FactoryTalk View ME Station already installed.
• • • • • 3 • RUN FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS 7, PANELVIEW PLUS 6, PANELVIEW PLUS, AND PANEL- Use sample applications 3 • Placeholder FactoryTalk View Studio for Machine Edition comes with sample applications that highlight features of the product.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE 9. If not already open, start FactoryTalk View ME Station. 10. In the FactoryTalk View ME Station dialog box, click Load Application. 11. Select the sample application’s .mer file, and then click Load. 12. To replace the terminal’s current communication configuration with the application’s communication configuration, click Yes. Click No to keep the terminal’s current communication configuration.
3 • Placeholder Firmware Upgrade wizard. The wizard reinstalls FactoryTalk View ME Station and RSLinx Enterprise as well as other programs. • • • • • 3 • RUN FACTORYTALK VIEW ME STATION ON PANELVIEW PLUS 7, PANELVIEW PLUS 6, PANELVIEW PLUS, AND PANEL- To determine what is included in any firmware upgrade, refer to Answer ID 33326 (previously Tech Note #Q154160016) in the Rockwell Automation Knowledgebase.
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Run FactoryTalk View ME Station on a personal computer 4 • Placeholder 4 This chapter describes: System requirements. Install FactoryTalk View ME Station. Start FactoryTalk View ME Station and use sample applications. System requirements To run FactoryTalk View Machine Edition Station, the recommended requirements are: Personal computer with an Intel Pentium 4 processor (2 GHz or faster processor recommended). Memory (RAM). 1 GB (or more) for 32-bit systems.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE Operating System 32-bit 64-bit X Windows 7 Enterprise Edition with Service Pack 1 Windows 7 Professional with Service Pack 1 X X Windows 7 Professional X X Windows Server 2008 R2 Standard Edition X Windows Server 2008 R2 Enterprise Edition with Service Pack 1 X Windows Server 2008 R2 Standard Edition with Service Pack 1 X Windows Server 2008 Standard Edition with Service Pack 2 X Windows Vista Business with Service Pack 2 X
• • • • • 4 • RUN FACTORYTALK VIEW ME STATION ON A PERSONAL COMPUTER Start automatically 4 • Placeholder You can set up FactoryTalk View ME Station to start automatically and run a particular application when Microsoft Windows starts. Run applications Before you can run an application on the computer, you must transfer the application .mer file to the computer. Use sample applications FactoryTalk View Studio for Machine Edition comes with sample applications that highlight features of the product.
• • • • • FACTORYTALK VIEW MACHINE EDITION INSTALLATION GUIDE 9. In the FactoryTalk View ME Station dialog box, click Load Application. 10. Select the sample application’s .mer file, and then click Load. 11. To replace the computer’s current communication configuration with the application’s communication configuration, click Yes. To keep the current communication configuration, click No.
