View Site Edition INSTALLATION GUIDE PUBLICATION VIEWSE-IN003L-EN-E–August 2014 Supersedes Publication VIEWSE-IN003K-EN-E
FTViewSEInstallENU.book Page ii Wednesday, July 16, 2014 10:53 AM February 7, 1997 Customer Support Telephone — 1-440-646-3434 Contacting Rockwell Online support — http://support.rockwellautomation.com Copyright Notice © 2014 Rockwell Automation Technologies Inc. All rights reserved. This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies Inc.
FTViewSEInstallENU.book Page iii Wednesday, July 16, 2014 10:53 AM Contents Preface • What’s in this Installation and Deployment Guide? .............. ix About the FactoryTalk View documentation ................................................................. ix Finding information in the FactoryTalk View Installation...................................... x What’s in this manual ............................................................................................. xi Other Documents................
• • • • • FTViewSEInstallENU.book Page iv Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Set up the Windows domain or workgroup................................................................... Domain controller requirements............................................................................ About synchronizing time on application computers ............................................ Windows workgroup requirements .............................................
FTViewSEInstallENU.book Page v Wednesday, July 16, 2014 10:53 AM Select Setup Type .................................................................................................. SQL Server sign-in or installation ......................................................................... Configuring Products............................................................................................. Checking selections and starting the installation process .............................................
• • • • • FTViewSEInstallENU.book Page vi Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Locking operators into the run-time environment ................................................. 79 Run the FactoryTalk View SE Clients .......................................................................... 79 About logging on to the FactoryTalk View SE Client .......................................... 80 7 • Deploying network station applications ............................
FTViewSEInstallENU.book Page vii Wednesday, July 16, 2014 10:53 AM Administering deployed local station applications ....................................................... 99 9 • Upgrading an operating FactoryTalk View SE application .......... 101 Finding out about features in the new product version ....................................... Overview: Upgrading a redundant network distributed application ................... About upgrading a non-redundant network application ..............................
• • • • • FTViewSEInstallENU.book Page viii Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE I • Index.......................................................................................................
FTViewSEInstallENU.book Page ix Wednesday, July 16, 2014 10:53 AM PREFACE What’s in this Installation and Deployment Guide? This manual describes the FactoryTalk View Product and System, the tasks to be performed on a system before installation, the detailed installation steps, how to use FactoryTalk Activation to license the installed product, tasks for deploying applications, and how to upgrade an existing system.
• • • • • FTViewSEInstallENU.book Page x Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Release Notes. Read the Release Notes before you begin installing or working with FactoryTalk View and supporting software. Release Notes for FactoryTalk View SE, RSLinx Enterprise, and RSLinx Classic are available from the FactoryTalk View Installation DVD. Release Notes for the FactoryTalk Services Platform are available from the Contents page in the FactoryTalk Help.
FTViewSEInstallENU.book Page xi Wednesday, July 16, 2014 10:53 AM What’s in this manual The Installation Guide is available in PDF format from the FactoryTalk View Installation DVD, from the Help menu in FactoryTalk View Studio, and from the Rockwell Automation Literature Library. In the Literature Library, to find the current version of the Installation Guide and the User’s Guide, search for publication numbers containing the string VIEWSE.
• • • • • FTViewSEInstallENU.book Page xii Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE To open the online manuals 1. Open FactoryTalk View Studio. 2. From the Help menu, select Online Books, and then select the manual you want to open. During installation, Adobe Reader may be installed on the computer so that you can view online manuals. For information about using Adobe Reader, see the product documentation.
FTViewSEInstallENU.book Page xiii Wednesday, July 16, 2014 10:53 AM Whether computers on the network are connected using a Windows domain controller or a workgroup. Which FactoryTalk View SE components are installed on participating computers. Which computers are running servers (the Network Directory server, HMI servers, data servers, or tag alarm and event servers), and whether the servers are set up with redundancy.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 1 Wednesday, July 16, 2014 10:53 AM 1 FactoryTalk View basics FactoryTalk View, including FactoryTalk View SE (Site Edition) and FactoryTalk View ME (Machine Edition), are HMI (human-machine interface) software products designed with a common look, feel, and navigation to help speed HMI application development and training time.
• • • • • FTViewSEInstallENU.book Page 2 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE About the architecture of your FactoryTalk View system A network distributed FactoryTalk View SE system consists of several components as shown below. This example of a distributed system includes a FactoryTalk Directory Server, FactoryTalk View SE Server and Client, RSLinx Enterprise Data Server, and FactoryTalk View Studio for application development and configuration.
FTViewSEInstallENU.book Page 3 Wednesday, July 16, 2014 10:53 AM FactoryTalk View Studio contains editors for creating complete applications, and includes client and server software for testing the applications you create. Use the editors to create applications that are as simple or as complex as you need. FactoryTalk View SE Server FactoryTalk View SE Server, also called the HMI server, stores HMI project components (for example, graphic displays) and supplies them to clients.
• • • • • FTViewSEInstallENU.book Page 4 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE FactoryTalk View SE Station FactoryTalk View SE Station is a supervisory HMI software package for enterprise solutions. SE Station is a single-computer HMI that can be operated in either a Local or a Network FactoryTalk Directory. There are key differences between View SE Distributed and View SE Station: View SE Distributed can share HMI screens and data with multiple clients.
FTViewSEInstallENU.book Page 5 Wednesday, July 16, 2014 10:53 AM A Local Station FactoryTalk View SE system (below) can include several HMI computers, each with its own FactoryTalk Directory server and data server connection to the controllers. Stand-alone RSLinx Enterprise Server RSLinx Enterprise is a FactoryTalk Live Data server and can be enabled as a FactoryTalk Alarms and Events server. Your applications use RSLinx Enterprise to communicate with devices such as controllers and I/O scanners.
• • • • • FTViewSEInstallENU.book Page 6 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE FactoryTalk Services Platform is installed automatically with any FactoryTalk-enabled product. FactoryTalk Administration Console FactoryTalk Administration Console is a stand-alone tool for developing, managing, and securing multiple FactoryTalk View applications. To open the Administration Console, select Start > All Programs > Rockwell Software > FactoryTalk Administration Console.
FTViewSEInstallENU.book Page 7 Wednesday, July 16, 2014 10:53 AM FactoryTalk Activation FactoryTalk Activation services provide a secure, software-based system for activating Rockwell Software products and managing software activation files. Connectivity How you plan to obtain data for an application will determine which communications software you install.
• • • • • FTViewSEInstallENU.book Page 8 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Installation DVD The FactoryTalk View DVD provides all the software you need to develop and run local applications confined to a single computer, or distributed control systems that involve several computers, connected over a network.
FTViewSEInstallENU.book Page 9 Wednesday, July 16, 2014 10:53 AM 2 Hardware, operating system, and domain information This section explains computer and Microsoft Windows support information for a FactoryTalk View SE System. What is in this chapter? Determining what computers should be used Review computer hardware requirements. Review operating system requirements. Determining Windows Domain or Workgroup usage Set up the Windows domain or workgroup.
• • • • • FTViewSEInstallENU.book Page 10 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE If you plan to deploy a network distributed application that uses more than two servers (or two pairs of redundant servers) and 20 clients, it is recommended that you contact your local Rockwell Automation Sales office for architectural assistance.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.book Page 12 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Review operating system requirements FactoryTalk View SE software is designed to run on Microsoft Windows operating systems, including: Operating System 32-bit 64-bit Windows 8.1 Professional Yes Yes Windows 8.
FTViewSEInstallENU.book Page 13 Wednesday, July 16, 2014 10:53 AM application client or server. You might choose to run operator or engineering workstations in a Windows Server operating system, but that is not required. Recommended specifications for application servers are not as flexible, because server computers are more likely to host critical components and to handle more of the processing load in a FactoryTalk View SE application.
• • • • • FTViewSEInstallENU.book Page 14 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Windows Vista cannot be used to host an application server with remote clients. Do not run the primary and secondary servers in a redundant server pair on the computers that have different operating systems. For example, do not run the primary server on a Windows Server 2003 computer and the secondary server on a Windows 2008 Server computer.
FTViewSEInstallENU.book Page 15 Wednesday, July 16, 2014 10:53 AM Windows Server 2008 R2 with Service Pack 1 (Standard Edition) Windows Server 2003 R2 with Service Pack 2 (Standard Edition, Native Mode) For more information about Windows operating systems and Service Pack compatibility, see Rockwell Automation Knowledgebase Answer ID 20450. Do not install FactoryTalk Directory, FactoryTalk View SE Server, or any other application software on the same computer as the Windows domain controller.
• • • • • FTViewSEInstallENU.book Page 16 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Set up computers with names to be used in production When you install the FactoryTalk Services Platform with FactoryTalk View SE, the program creates a FactoryTalk account for the current computer, under the Local and Network FactoryTalk Directories.
FTViewSEInstallENU.book Page 17 Wednesday, July 16, 2014 10:53 AM 3 Pre-installation configuration This section will guide you through the steps for preparing your computer for installation of the FactoryTalk View SE product and supporting software.
• • • • • FTViewSEInstallENU.book Page 18 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 2. In the left column, select Change settings. 3. In the Important Updates drop down, select Never check for updates. 4. Select the check box, Give me recommended updates the same way I receive important updates. 5. Clear the check box, Allow all users to install updates on this computer. For Windows XP or Server 2003 1. Open the Windows Control Panel, and then double-click System. 2.
FTViewSEInstallENU.book Page 19 Wednesday, July 16, 2014 10:53 AM (Windows 8.1, Windows 8, or Windows Server 2012) Press the Windows button+X, select Control Panel. 2. In Control Panel, click Appearance and Personalization. 3. Under Personalization, click Change the theme. On the Themes tab, in the Theme list, click Windows Classic, and then click OK. For Windows XP or Windows Server 2003 1. Select Start > Control Panel. 2. In Control Panel, double-click Displays. 3.
• • • • • FTViewSEInstallENU.book Page 20 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE For an overview of best practices for connecting devices over a network, see the Ethernet Design Considerations Reference Manual document in the Rockwell Automation Literature Library. (Search for publication ENET-RM002.) If you are using unmanaged switches, the NIC settings must remain auto-negotiated.
FTViewSEInstallENU.book Page 21 Wednesday, July 16, 2014 10:53 AM To disable power saving for the NIC The steps for disabling power saving for the NIC vary slightly for some of the Windows operating systems. See the sections that apply to the operating systems you are using. Follow the steps below. 1. Open Windows Control Panel, and then click Network and Internet. 2. From the list of categories, select Network and Sharing Center. 3.
• • • • • FTViewSEInstallENU.book Page 22 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE IIS is required on the following computers: IIS required FactoryTalk View SE Server FactoryTalk View Studio that needs to remotely connect to a Network FactoryTalk View SE system.
FTViewSEInstallENU.book Page 23 Wednesday, July 16, 2014 10:53 AM 3. Open the Windows Control Panel, and then double-click Add or Remove Programs. 4. On the left side of the Add or Remove Programs window, click Add/Remove Windows Components. 5. After the Windows Components Wizard starts, from the Components list, doubleclick Application Server. 6. In the Application Server dialog box, double-click Internet Information Services (IIS). 7.
• • • • • FTViewSEInstallENU.book Page 24 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE To finish installing IIS, follow the instructions in the wizard About uninstalling IIS If for some reason, you need to uninstall and then reinstall IIS, after reinstalling, you need to re-create the virtual directories in IIS. To do this, run the RSViewWebManager program installed with FactoryTalk View SE.
FTViewSEInstallENU.book Page 25 Wednesday, July 16, 2014 10:53 AM To remove ESC in Windows Server 2008 1. Select Start > Administrative Tools > Server Manager. 2. In the Server Manager window, under Security Information, click Configure IE ESC. 3. In the Internet Explorer Enhanced Security Configuration dialog, select Off to turn off IE Enhanced Security for Administrators and for users, and then click OK.
• • • • • FTViewSEInstallENU.book Page 26 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE To remove ESC in Windows Server 2012 1. On the Windows taskbar, select the Server Manager icon. 2. In the Server Manager Dashboard window, on the left side, click Local Server. 3. On the right side of the Local Server window, under Properties, locate IE Enhanced Security Configuration and click On. 4.
FTViewSEInstallENU.book Page 27 Wednesday, July 16, 2014 10:53 AM 2. In the General tab, under Browsing history, click Settings. 3. In the Temporary Internet Files and History Settings dialog box, select Every time I visit the webpage. Manage cache file folders To ensure that FactoryTalk View Studio can open HMI projects, and that FactoryTalk View SE Clients can open HMI server components, set the amount of cache files usable size to twice the size of the HMI project folder. 1.
• • • • • FTViewSEInstallENU.book Page 28 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 4. In the System Properties dialog box, click the Advanced tab. 5. In the Advanced tab, under Performance, click Settings. 6. In the Performance Options dialog box, click the Data Execution Prevention tab. 7. Select the option, Turn on DEP for essential Windows programs and services only, and then click OK. For Windows XP or Windows Server 2003 1.
FTViewSEInstallENU.book Page 29 Wednesday, July 16, 2014 10:53 AM 4 Installing FactoryTalk View The FactoryTalk View installation DVD provides all the software you need to develop and run distributed systems involving multiple computers on a network, or local applications confined to a single computer using FactoryTalk View Site Edition (SE).
• • • • • FTViewSEInstallENU.book Page 30 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Studio Enterprise Site Edition Server Site Edition Client Site Edition Station Stand-alone RSLinx Enterprise Server Stand-alone FactoryTalk Directory Server The option you choose depends on the type of FactoryTalk View Site Edition application or software component you plan to run on the computer and on the design of your control system.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.book Page 32 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Microsoft XML 4.0 SP2 On Windows XP and Windows Server 2003, you must install a new driver certification for DriverPkgx64.msi and the 32-bit USBCIP Driver. The installer automatically detects if the system contains this certification. If not, the following message opens. Click Yes to continue.
FTViewSEInstallENU.book Page 33 Wednesday, July 16, 2014 10:53 AM Mandatory (greyed-out and checked) software that will be automatically installed as part of the selected application. If a product is already installed, it will be greyed out with an unchecked check box. Recommended (check box with a green check) indicates software that Rockwell recommends for the application. You may decide to uncheck the box so the software does not install.
• • • • • FTViewSEInstallENU.book Page 34 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE FactoryTalk Activation Warning Some products require activation using FactoryTalk Activation Manager. Even if you previously used a different method of activation, all FactoryTalk View software must be activated using FactoryTalk Activation Manager. Click Next to proceed.
FTViewSEInstallENU.book Page 35 Wednesday, July 16, 2014 10:53 AM After selecting Install IIS, you will see the text appear in this screen at the top: Installing IIS - This may take several minutes, please wait… Once the IIS installation is complete, the text will appear in this screen at the top: IIS is installed correctly, please click Next to continue. For Windows Server 2008 SP1 and SP2 running network applications, the WebDAV module must be installed in IIS.
• • • • • FTViewSEInstallENU.book Page 36 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Dependent software process termination warning During the installation, the Setup Wizard identifies Rockwell Automation software that will be replaced. The program automatically terminates the programs listed on the following dialog box.
FTViewSEInstallENU.book Page 37 Wednesday, July 16, 2014 10:53 AM Providing information for the install The Setup Wizard will only show this Serial Number entry page when FactoryTalk View Studio Enterprise is selected for installation. All other product serial numbers will be entered through the FactoryTalk Activation Manager after the installation is complete. User name and organization are optional and not required for all installations.
• • • • • FTViewSEInstallENU.book Page 38 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 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. To accept the license agreements 1. Select an agreement at the top of the dialog box to read the license agreement. 2. Repeat for each license agreement.
FTViewSEInstallENU.book Page 39 Wednesday, July 16, 2014 10:53 AM File Location for product installation Select the location for Rockwell Automation software. If needed, select the pull down menu to browse to another drive location. Once the drive is selected, click Next.
• • • • • FTViewSEInstallENU.book Page 40 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Select Setup Type This dialog box allows you to select the most appropriate type of installation for your applications. Complete will install all the components available in the Setup Wizard. Custom allows you to select optional components such as Help and demo applications. Select a setup type and click Next.
FTViewSEInstallENU.book Page 41 Wednesday, July 16, 2014 10:53 AM SQL Server sign-in or installation During the installation, the Setup Wizard determines whether a compatible SQL server is available on the computer.
• • • • • FTViewSEInstallENU.book Page 42 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Enter and verify the password, then click Next. The chosen password should be recorded and saved along with other administrator passwords for system maintenance personnel. Strong Password Guidelines Strong passwords are not readily guessed by a person, and are not easily hacked using a computer program.
FTViewSEInstallENU.book Page 43 Wednesday, July 16, 2014 10:53 AM (Windows Server 2012, Windows 8.1, and Windows 8) Press the Windows button+R, and in the Open text box, input cmd and click OK. (The other supported operating systems) From the Windows Start menu, select All Programs > Accessories > Command Prompt. 3.
• • • • • FTViewSEInstallENU.book Page 44 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Configuring Products If you selected the Custom setup, you can decide whether to install the demo applications and help files when performing a FactoryTalk View Studio Enterprise installation.
FTViewSEInstallENU.book Page 45 Wednesday, July 16, 2014 10:53 AM Under the FacotyrTalk View Site Edition Server application, you can also decide whether to install the client install portal feature. The feature allows you to install Site Edition Client through a web browser in a distributed system. For more information about the feature, see “Installing SE clients in a distributed system” on page 48.
• • • • • FTViewSEInstallENU.book Page 46 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Checking selections and starting the installation process 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.
FTViewSEInstallENU.book Page 47 Wednesday, July 16, 2014 10:53 AM Installation of selected software After installing prerequisites, the installer automatically installs all the Rockwell Software applications selected previously. Installation is automatic and does not require any input from the user. Installation status updates are provided at the bottom, just above the progress bar.
• • • • • FTViewSEInstallENU.book Page 48 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Installation complete After the FactoryTalk View SE software finishes installing, the Setup Complete dialog box opens. To proceed directly to activation of the installed components, click Finish. You can also clear the check box for Activate products using FactoryTalk Activation to finish without activation. See “Activating FactoryTalk View software” on page 55.
FTViewSEInstallENU.book Page 49 Wednesday, July 16, 2014 10:53 AM http://servername/ftviewclient where servername is the name of your FactoryTalk View SE server computer. For example, if your FactoryTalk View SE server is called MYSERVER, type: http://MYSERVER/ftviewclient If you are using SSL, then begin with https:// instead. 3. Press Enter. Internet Explorer displays a page from the server that allows you to install the FactoryTalk View Site Edition Client application.
• • • • • FTViewSEInstallENU.book Page 50 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 7. To install SE Client, click Install FactoryTalk View Site Edition Client on this computer. Follow the on-screen instructions.If you are displaying data from FactoryTalk Historian on trends, click Install FactoryTalk Historian Connectivity tools. Follow the on-screen instructions to complete the installation.
FTViewSEInstallENU.book Page 51 Wednesday, July 16, 2014 10:53 AM 2. On the Rockwell Automation Support Center page, click the down arrow on the Search Knowledgebase tab. Select By Product. 3. Scroll down to Software and click on FactoryTalk View SE. In the Search box, type Patch TOC and click Search.
• • • • • FTViewSEInstallENU.book Page 52 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE In the search results, look for Patch TOCs related to all the products you installed from the FactoryTalk View Site Edition DVD.
FTViewSEInstallENU.book Page 53 Wednesday, July 16, 2014 10:53 AM To specify the Network Directory on client and server computers 1. On the Network Directory computer, click Start > All Programs > Rockwell Software > FactoryTalk Tools, and then click Specify FactoryTalk Directory Location. You will have to log on as an administrator on the local computer. 2. If a remote computer is hosting the Network Directory server, click the Browse button beside the field, Computer hosting directory server. 3.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 55 Wednesday, July 16, 2014 10:53 AM 5 Activating FactoryTalk View software For continuous use of FactoryTalk View SE and other Rockwell Software products, computers running the software must have access to activation files. To manage and provide activations for FactoryTalk View SE software components, use the FactoryTalk Activation Manager installed with FactoryTalk View.
• • • • • FTViewSEInstallENU.book Page 56 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE What happens if FactoryTalk View is not activated? If the FactoryTalk View components you have installed cannot be activated, for example, because the activation server is unavailable or because borrowed activations have expired, the software will continue to run for up to seven days.
FTViewSEInstallENU.book Page 57 Wednesday, July 16, 2014 10:53 AM To ensure that critical software components (redundant HMI servers, for example) can always obtain the necessary activations, set up an activation server on the computer where the software is running.
• • • • • FTViewSEInstallENU.book Page 58 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE To activate this software product or component Use this key FactoryTalk View Studio* RSV.STUDIO *Includes software for developing and testing FactoryTalk View Site Edition and Machine Edition applications FactoryTalk View SE Server (network distributed applications), unlimited RSVSESRV.MAX displays FactoryTalk View SE Server (network distributed applications), 250 displays RSVSESRV.
FTViewSEInstallENU.book Page 59 Wednesday, July 16, 2014 10:53 AM Sharing keys among multiple software components Multiple FactoryTalk View SE software components can function using one activation key in the following cases: Multiple instances of FactoryTalk View Studio or the FactoryTalk View SE Client running on the same computer can use a single key (RSV.STUDIO or RSVSECLI), as long as the components are not running in a Terminal Services session.
• • • • • FTViewSEInstallENU.book Page 60 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE runs in view-only mode, choose the view-only option when setting up the client’s configuration file. For details, click Help in the FactoryTalk View SE Client wizard.
FTViewSEInstallENU.book Page 61 Wednesday, July 16, 2014 10:53 AM 6 Deploying network distributed applications After developing and testing a FactoryTalk View Site Edition network distributed application, you can deploy it to run in a live setting, such as the plant floor. Deploying a network distributed application often involves installing FactoryTalk View SE software components on multiple client and server computers.
• • • • • FTViewSEInstallENU.book Page 62 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Renew data server shortcuts, topics, and device paths. Specify HMI server host computer names. Set up additional HMI server properties. Set up the FactoryTalk View SE Clients. Run the FactoryTalk View SE Clients to test the application.
FTViewSEInstallENU.book Page 63 Wednesday, July 16, 2014 10:53 AM About backing up System information with an application The following illustration shows what a FactoryTalk View SE network distributed application looks like when opened in FactoryTalk View Studio. Application Area HMI server FactoryTalk Network Directory (host computer name). LOCALHOST means that the application’s directory is on the local computer.
• • • • • FTViewSEInstallENU.book Page 64 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE For example, if you restore System information, and if the Network Directory on the local computer is active, you will replace user and computer accounts set up for any other application using the active directory. RSLinx Enterprise device paths are also saved with System information, and might not be correct for the computer where the application will be restored.
FTViewSEInstallENU.book Page 65 Wednesday, July 16, 2014 10:53 AM 4. In the Explorer window, right-click the application you want to back up, and then click Backup. 5. Specify an archive name and location. To specify a location other than the default, type the path or click the Browse button to find and select a location. 6. Select or clear the check box, Backup System in archive. The back-up operation saves an application archive file with a .bak extension to the specified location.
• • • • • FTViewSEInstallENU.book Page 66 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 7. Select or clear the checkbox Encrypt File Contents. If you decide to encrypt file contents, you must enter and confirm a passphrase. Then click OK.
FTViewSEInstallENU.book Page 67 Wednesday, July 16, 2014 10:53 AM After backing up the HMI project files, use Windows Explorer to move the backed-up files manually, if necessary, from the development computer (or computers) to the production computers that will run the HMI servers. Then, use the HMI Server Backup and Restore utility again, to restore the HMI project files in their new location.
• • • • • FTViewSEInstallENU.book Page 68 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 2. Select Network, and then click OK. To restore a network distributed application, the logged on user must have FactoryTalk administrative rights. If you receive a prompt to log on, check with your System Administrator. 3. In the Explorer window, right-click the Network icon at the top of the tree, and then click Restore. 4.
FTViewSEInstallENU.book Page 69 Wednesday, July 16, 2014 10:53 AM Restoring archived System information replaces existing FactoryTalk System settings on the computer.
• • • • • FTViewSEInstallENU.book Page 70 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Repeat steps 1 to 5 on all client and server computers that will participate in the deployed network distributed application.
FTViewSEInstallENU.book Page 71 Wednesday, July 16, 2014 10:53 AM 2. In the RSLinx Classic Backup/Restore tool, click Backup. 3. Select a folder for the backup file, type a file name, and then click Save. 4. In Windows Explorer, copy the backup file (with .rsx extension), and then paste it into a location on the data server production computer. 5. On the production computer, click Start > All Programs > Rockwell Software > RSLinx, and then click RSLinx Classic Backup Restore Utility. 6.
• • • • • FTViewSEInstallENU.book Page 72 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 3. In the Explorer window, expand the name of the restored application, right-click the RSLinx Enterprise server’s name, and then click Properties. 4. In the General tab, in the field, Computer hosting the RSLinx Enterprise server, type the name of the production computer, or click Browse to find and select the computer, and then click OK.
FTViewSEInstallENU.book Page 73 Wednesday, July 16, 2014 10:53 AM Renew data server shortcuts, topics, and device paths After restoring RSLinx data servers in the application, and specifying the names of their new host computers, renew or verify the topics, shortcuts, and device paths associated with each data server, as needed. If you are restoring redundant data servers, then the device paths must be confirmed and reapplied for both the primary and the secondary servers.
• • • • • FTViewSEInstallENU.book Page 74 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE To change the HMI server computer name 1. Open the restored application in FactoryTalk View Studio Enterprise. 2. In the Explorer window, right-click the HMI server’s name, and then click Properties. 3. In the General tab, in the field, Computer hosting the server, type the name of the production computer, and then click OK.
FTViewSEInstallENU.book Page 75 Wednesday, July 16, 2014 10:53 AM for production HMI servers, and required for an HMI server that is part of a redundant pair. In the Redundancy tab, to set up redundancy for the HMI server, first select the check box, Provide redundancy using a secondary server; then, specify the name the computer that will host the secondary server, and select a switchover option.
• • • • • FTViewSEInstallENU.book Page 76 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE In the Components tab, select the application components that will start automatically when the HMI server starts, and select the macro that will run when the server shuts down. You can also start or stop components manually.
FTViewSEInstallENU.book Page 77 Wednesday, July 16, 2014 10:53 AM The replicate operation copies the primary server’s configuration files, including settings in the Components tab, to the secondary server. For example, if an On Active and a Shutdown macro are selected for the primary server, the settings will be replicated to the secondary. This means that the same macros specified for the primary server will run when the secondary server becomes active or shuts down.
• • • • • FTViewSEInstallENU.book Page 78 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE In a network distributed application, FactoryTalk View SE Clients, HMI servers, and data servers can run on multiple computers, connected over a network. If you have already set up FactoryTalk View SE Client files for a network distributed application, you can copy the files to the production computers. Otherwise, you can create new client files.
FTViewSEInstallENU.book Page 79 Wednesday, July 16, 2014 10:53 AM (Windows XP and Windows Server 2003) . . .
• • • • • FTViewSEInstallENU.book Page 80 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE To run an SE Client using the .cli file Double-click the client setup file (.cli), in the following default folder: . . .\Users\Public\Documents\RSView Enterprise\SE\Client (Windows XP and Windows Server 2003) . . .\Documents and Settings\All Users\Shared Documents\RSView Enterprise\SE\Client To run an SE Client from FactoryTalk View Studio 1.
FTViewSEInstallENU.book Page 81 Wednesday, July 16, 2014 10:53 AM 7 Deploying network station applications After you finish developing and testing a FactoryTalk View Site Edition network station application, you can deploy it to run in a live setting, such as the plant floor. Deploying a network station application involves installing all FactoryTalk View SE software components on the application’s host computer. For details about installing the software, see Chapter 4, Installing FactoryTalk View.
• • • • • FTViewSEInstallENU.book Page 82 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Move the network station application There are two steps involved in moving a network station application: on the development computer, back up the application; then, on the production computer, restore the application archive. You can perform both of these steps in the Application Manager tool. For details about options in the Application Manager, click Help in the tool.
FTViewSEInstallENU.book Page 83 Wednesday, July 16, 2014 10:53 AM 4. Copy the backed up application to the new (production) computer. Specify the Network Directory location on application computers If you have not done so already, use the FactoryTalk Directory Server Location Utility to specify the location of the FactoryTalk Network Directory server.
• • • • • FTViewSEInstallENU.book Page 84 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE If RSLinx Classic is installed on the development and production computers, you can use the RSLinx Classic Backup/Restore tool to back up and restore configuration files. You can also restore RSLinx Classic configuration files from the Wizard Completed window of the RSLinx Classic software setup program. To move RSLinx Classic configuration files 1.
FTViewSEInstallENU.book Page 85 Wednesday, July 16, 2014 10:53 AM For information about setting up other data server properties, click Help in the server’s Properties dialog box, or see the product documentation. The first time you open an application after relocating a data server, if the server does not load, you should still be able to open the Properties dialog box and change the host computer name. After the computer name is updated, the server should load as expected.
• • • • • FTViewSEInstallENU.book Page 86 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 3. In the Communications Setup editor, select each configured RSLinx Enterprise shortcut, point the shortcut at the correct device, and then click Apply. 4. Save the configuration, and then close the Communications Setup editor. To verify RSLinx Classic topics 1. On the data server computer, click Start > All Programs > Rockwell Software > RSLinx, and then click RSLinx Classic. 2.
FTViewSEInstallENU.book Page 87 Wednesday, July 16, 2014 10:53 AM You can also start or stop the HMI server components manually. To do this, in the Components tab, click Run Startup Components and Stop All Running Components, respectively. To select HMI server startup and shutdown components 1. In the HMI Server Properties dialog box, click the Components tab. 2.
• • • • • FTViewSEInstallENU.book Page 88 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE To create a new FactoryTalk View SE Client file 1. On the desktop click Start > All Programs > Rockwell Software > FactoryTalk View, and then click FactoryTalk View Site Edition Client. 2. In the FactoryTalk View SE Client Wizard, click New, and then follow the on-screen instructions. For details about options in the wizard, click Help. The client file is created with a .
FTViewSEInstallENU.book Page 89 Wednesday, July 16, 2014 10:53 AM To run an SE Client using the .cli file Double-click the client setup file (.cli), in the following default folders: . . .\Users\Public\Documents\RSView Enterprise\SE\Client (Windows XP and Windows Server 2003) . . .\Documents and Settings\All Users\Shared Documents\RSView Enterprise\SE\Client To run an SE Client from FactoryTalk View Studio 1. In FactoryTalk View Studio, on the Tools menu, click Launch SE Client. 2.
• • • • • FTViewSEInstallENU.book Page 90 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Administering deployed network station applications To make minor changes to an application after it is deployed, use either FactoryTalk View Studio or the FactoryTalk View SE Administration Console. The SE Administration Console contains the following subset of editors. To do this in the SE Administration Console Use this editor Change the properties of an HMI server.
FTViewSEInstallENU.book Page 91 Wednesday, July 16, 2014 10:53 AM 8 Deploying local station applications After you finish developing and testing a FactoryTalk View Site Edition local station application, you can deploy it to run in a live setting, such as the plant floor. Deploying a local station application involves installing all FactoryTalk View SE software components on the application’s host computer. For details about installing the software, see Chapter 4, Installing FactoryTalk View.
• • • • • FTViewSEInstallENU.book Page 92 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Move the local station application There are two steps involved in moving a local station application: on the development computer, back up the application; then, on the production computer, restore the application archive. You can perform both of these steps in the Application Manager tool. For details about options in the Application Manager, click Help in the tool.
FTViewSEInstallENU.book Page 93 Wednesday, July 16, 2014 10:53 AM About restoring System information with the application In FactoryTalk View Studio, in a local station application, the top-level System folder contains FactoryTalk Security information, including user accounts set up for all applications using the same FactoryTalk Local Directory (also called the Local Directory). When you back up a local station application, this FactoryTalk system information is saved to the archive automatically.
• • • • • FTViewSEInstallENU.book Page 94 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE After restoring the application, you must open the Communications Setup editor in FactoryTalk View Studio, and re-apply the device path for each configured shortcut. For details, see “To renew RSLinx Enterprise device paths” on page 73.
FTViewSEInstallENU.book Page 95 Wednesday, July 16, 2014 10:53 AM Specify OPC data server host computer names After moving RSLinx Classic configuration files to production computers, open the restored local station application, and in the Properties dialog box for each data server, specify the name of the server’s host computer. For information about setting up other data server properties, click Help in the server’s Properties dialog box, or see the product documentation.
• • • • • FTViewSEInstallENU.book Page 96 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE To open the HMI Server Properties dialog box 1. Click Start > All Programs > Rockwell Software, and then click FactoryTalk View Studio. 2. Select View Site Edition (Local Station), and then click Continue. 3. Click the Existing tab, select the local station application’s name, and then click Open. 4.
FTViewSEInstallENU.book Page 97 Wednesday, July 16, 2014 10:53 AM To run a local station application, the FactoryTalk View SE Client must run on the same computer as the HMI server. If you have already set up a FactoryTalk View SE Client file for the application, you can copy the file to the production computer. Otherwise, you can create a new client file.
• • • • • FTViewSEInstallENU.book Page 98 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Prevent switching to other applications. To do this, in the FactoryTalk View SE Client wizard, select the check box, Disable switch to other applications. For details, click Help in the FactoryTalk View SE Client wizard. Restrict access to the desktop, using the DeskLock tool.
FTViewSEInstallENU.book Page 99 Wednesday, July 16, 2014 10:53 AM If the user does not have the necessary permissions, the FactoryTalk View SE Client Login dialog box opens, to let another user log on. Administering deployed local station applications To make minor changes to an application after it is deployed, use either FactoryTalk View Studio or the FactoryTalk View SE Administration Console. The SE Administration Console contains the following subset of editors.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 101 Wednesday, July 16, 2014 10:53 AM 9 Upgrading an operating FactoryTalk View SE application Upgrading the FactoryTalk View Site Edition software in an automation and control application involves two core tasks: uninstalling the existing software, then installing the new version.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 103 Wednesday, July 16, 2014 10:53 AM Information to help you upgrade You can also look for answers in other Rockwell Automation product documentation, and on the Rockwell Automation Web site. See “Opening the FactoryTalk View online manuals” on page xi. Finding out about features in the new product version After upgrading all the software components in your deployed application, to find out about features in the new product version, see the product Release Notes.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 105 Wednesday, July 16, 2014 10:53 AM Upgrade run-time clients. See “Step 7 – Upgrade software on selected run-time clients” on page 119. For the non-redundant case, upgrade all run-time clients before restarting the application. Restart the application. See “Step 13 – Restart the entire upgraded application” on page 129. For the non-redundant case, you would only restart one server and the runtime clients.
• • • • • FTViewSEInstallENU.book Page 106 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE FactoryTalk administrative rights are required to log on to the FactoryTalk Network Directory, for example, when you use the FactoryTalk Directory Server Location Utility. To open the utility, you must log on as a FactoryTalk administrator on the local computer. To specify a remote Network Directory location, you must also have administrative rights on the remote computer.
FTViewSEInstallENU.book Page 107 Wednesday, July 16, 2014 10:53 AM Step 2 – Back up the deployed application To ensure that the most recent application data is available for the upgrade, to back up the deployed application on Server #1, perform these tasks: Back up the HMI project Back up the application In this upgrade example, the Initial back-up operations are performed on Server #1, assuming that the most recent application files are on the primary server.
• • • • • FTViewSEInstallENU.book Page 108 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE About backing up System information with an application The following illustration shows what a FactoryTalk View SE network distributed application looks like, in the Explorer window in FactoryTalk View Studio. Application Area HMI server FactoryTalk Network Directory (host computer name). LOCALHOST means that the application’s directory is on the local computer.
FTViewSEInstallENU.book Page 109 Wednesday, July 16, 2014 10:53 AM To back up a network distributed application Before backing up an application, record the user names and passwords of administrative users set up for the application, in case this information is required for the restore operation. 1. On Server #1, click Start > All Programs > Rockwell Software, and then click FactoryTalk Administration Console. 2. In the Select FactoryTalk Directory dialog box, select Network, and then click OK. 3.
• • • • • FTViewSEInstallENU.book Page 110 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Part 2: Set up a temporary system and perform a partial upgrade During Part 2 of the upgrade, a temporary system is set up to test a partial upgrade that involves Server # 2 (the secondary server), Workstation #1, and selected run-time clients. For the test, Server #2 is set up to function as the primary server.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.book Page 112 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 6. In the Explorer window, right-click the data server (RSLinx Enterprise), and then click Properties. 7. In the Redundancy tab, clear the check box, Provide redundancy using a secondary server, and then click OK. Set up Server #2 as the temporary primary server Several tasks are involved in setting up Server #2 as the temporary primary server and FactoryTalk Network Directory.
FTViewSEInstallENU.book Page 113 Wednesday, July 16, 2014 10:53 AM 3. In the FactoryTalk Directory Server Configuration dialog box, click This computer, and then click OK. To change the Network Directory location, you have to log on as an administrator on the new Network Directory computer (local or remote). 4. Click OK, and then restart Server #2. Restore the HMI project files 1. On Server #2, open the HMI Server Backup and Restore utility.
• • • • • FTViewSEInstallENU.book Page 114 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 5. In this upgrade example, because System information was included when the application was backed up (see “Back up the application” on page 107), Application and System should be displayed in the field, Archive type. Select the check box, Restore System, and then click OK.
FTViewSEInstallENU.book Page 115 Wednesday, July 16, 2014 10:53 AM 5. In the Explorer window, right-click the data server (RSLinx Enterprise), and then click Properties. 6. In the Redundancy tab, clear the check box, Provide redundancy using a secondary server, and then click Apply. 7. In the General tab, in the field Computer hosting the RSLinx Enterprise server, type Server #2, and then click OK.
• • • • • FTViewSEInstallENU.book Page 116 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 3. If the DVD does not start automatically, run D:\Setup.exe, where D: is the drive containing the DVD. Select Site Edition Server from the FactoryTalk View Product list and click Next. Install any necessary product updates For instructions, see “Installing product updates” on page 132.
FTViewSEInstallENU.book Page 117 Wednesday, July 16, 2014 10:53 AM 1. On Workstation #1, click Start > All Programs > Rockwell Software > FactoryTalk Tools, and then click Specify FactoryTalk Directory Location. To use the FactoryTalk Directory Server Location Utility, you have to log on as an administrator on the local computer. 2. Server #1 should be displayed in the field, Computer hosting the directory server. Click the Browse button. 3.
• • • • • FTViewSEInstallENU.book Page 118 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE To change the Network Directory location, you have to log on as an administrator on the new Network Directory computer (local or remote). 4. Click OK, and then restart Workstation #1.
FTViewSEInstallENU.book Page 119 Wednesday, July 16, 2014 10:53 AM 3. Save the configuration and close the Communications Setup editor. Test the migrated application To test the migrated application, run the application on Workstation #1. To run the migrated application Start a FactoryTalk View SE Client configuration on Workstation #1, and ensure that data communications are functioning as expected.
• • • • • FTViewSEInstallENU.book Page 120 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE 3. In the FactoryTalk Directory Server Configuration dialog box, click This computer, and then click OK. To change the Network Directory location, you have to log on as an administrator on the new Network Directory computer (local or remote). 4. Click OK, and then restart the client computer. Install FactoryTalk View SE 1. Close all open Windows programs. 2.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.book Page 122 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Part 3: Upgrade Server #1 and remaining clients Part 3 of the upgrade, illustrated next, involves upgrading Server # 1 and remaining runtime clients, and restoring Server #1 to its intended role as the primary application server.
FTViewSEInstallENU.book Page 123 Wednesday, July 16, 2014 10:53 AM Step 10 – Upgrade software components on Server #1 To upgrade FactoryTalk View SE and supporting software on Server #1, perform these tasks. Install FactoryTalk View SE Install any necessary product updates Install FactoryTalk View SE 1. Close all open Windows programs. 2. Place the FactoryTalk View Installation DVD in the computer’s DVD drive. If the DVD does not start automatically, run D:\Setup.
• • • • • FTViewSEInstallENU.book Page 124 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE For more information about the backup and restore operations, see “Step 2 – Back up the deployed application” on page 107. To back up the HMI project On Server #2, use the HMI Server Backup and Restore utility to back up the primary server’s HMI project. Click Start > All Programs > Rockwell Software > FactoryTalk View > Tools > HMI Server Backup and Restore.
FTViewSEInstallENU.book Page 125 Wednesday, July 16, 2014 10:53 AM 2. Open another instance of Windows Explorer, and then paste the backed-up HMI project and application files into the same location on Server #1. On Server #1, restore the HMI project and application Before restoring Server #1 to its original role as the FactoryTalk Network Directory and primary server, restore the migrated HMI project and application files on Server #1. To restore the HMI project files 1.
• • • • • FTViewSEInstallENU.book Page 126 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Specify Server #1 as the primary HMI and data server To restore Server #1 to its original role as the primary server, specify Server #1 as the computer hosting the HMI and the data server. To set up Server #1 as the primary server 1. Close the FactoryTalk Administration Console, and then open the restored application in FactoryTalk View Studio. 2.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.book Page 128 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Set up HMI server redundancy To restore Server #2 to its original role as the secondary HMI server, set up HMI server redundancy for Server #1. To set up redundancy for the HMI server 1. On Server #1, in FactoryTalk View Studio, open the restored, migrated application. 2. In the Explorer window, right-click the HMI server, and then click Properties. 3.
FTViewSEInstallENU.book Page 129 Wednesday, July 16, 2014 10:53 AM The replicate operation copies the primary server’s configuration files, including settings in the Components tab, to the secondary server. For example, if an On Active and a Shutdown macro are selected for the primary server, the settings will be replicated to the secondary. This means that the same macros specified for the primary server will run when the secondary server becomes active or shuts down.
• • • • • FTViewSEInstallENU.book Page 130 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW INSTALLATION GUIDE Start Server #1 and Server #2 To prepare to restart the entire system, first restart Server #1, and then start Server #2. Wait for both servers to finish starting, and also confirm that they are functioning in their primary and secondary roles. To confirm that Servers #1 and #2 have finished starting 1.
FTViewSEInstallENU.book Page 131 Wednesday, July 16, 2014 10:53 AM APPENDIX A Common upgrade procedures This section contains notes, common procedures and information from the Rockwell Automation Knowledgebase that you may find helpful during installation of FactoryTalk View products. Procedures in this section are: “Recreate SQL Server 2008 R2 Express instance” on page 131. “Installing product updates” on page 132.
• • • • • FTViewSEInstallENU.book Page 132 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 3. Input and confirm a password for the SA account in the SQL Server Install window, and then click OK. Click Guidelines for quick reference of SQL SA User Strong Password Guidelines or see page 42. 4. To finish installing the software, follow the instructions in the wizard.
FTViewSEInstallENU.book Page 133 Wednesday, July 16, 2014 10:53 AM 3. Scroll down to Software and click on FactoryTalk View SE. 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 Site Edition DVD.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 135 Wednesday, July 16, 2014 10:53 AM APPENDIX B FactoryTalk Tools and Utilities FactoryTalk View tools To run the following tool, select Start > All Programs > Rockwell Software > FactoryTalk View > Uninstall FactoryTalk View. Uninstall FactoryTalk View is an utility for uninstalling FactoryTalk View components that are already installed on your computer.
• • • • • FTViewSEInstallENU.book Page 136 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE FTView Graphic Strings Search Replace is software for performing search and replace operations on STRINGS that are contained within graphic displays. STRINGS include: tags, expressions, commands, or text assigned to objects. HMI Server Backup and Restore is a utility for backing up FactoryTalk View SE HMI servers while they are running.
FTViewSEInstallENU.book Page 137 Wednesday, July 16, 2014 10:53 AM RSSecurity Emulator Install is software for installing the RSSecurity Emulator, which emulates an RSSecurity Server for legacy products. Specify FactoryTalk Directory Location is software for specifying which computer on the network contains the FactoryTalk Network Directory service. Windows Firewall Configuration Utility is software for configuring firewall settings for FactoryTalk View.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page 139 Wednesday, July 16, 2014 10:53 AM APPENDIX C Install Microsoft Internet Information Services When you install FactoryTalk View SE on Windows 8.1, Windows 8, Windows 7, Windows Server 2012, Windows Server 2008 or Windows Vista, IIS is installed by FactoryTalk View Setup Wizard automatically. This appendix servers as a reference to help you troobleshoot issues and verfity IIS settings.
• • • • • FTViewSEInstallENU.book Page 140 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 10. Under World Wide Web Services folder, expand the Security folder. 11. Select the Windows Authentication and URL Authorization checkboxes. If IIS is installed correctly, you should be able to open the HMI server status page on localhost first, then from another computer.
FTViewSEInstallENU.book Page 141 Wednesday, July 16, 2014 10:53 AM The following example shows the installation for Windows Server 2008. 9. Click to expand Management Tools and then expand IIS 6 Management Compatibility. 10. Under IIS 6 Management Compatibility, select IIS 6 Metabase Compatibility.
• • • • • FTViewSEInstallENU.book Page 142 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE The following example shows the installation for Windows Server 2008. 11. Click Next, and then accept the default selections at each remaining step of the wizard by clicking Next until all of the steps are complete. 12. At the end of the wizard, click Install to install the Web Server role. 13.
FTViewSEInstallENU.book Page 143 Wednesday, July 16, 2014 10:53 AM Installing WebDAV on Windows Server 2008 Standard Edition with Service Pack 2 WebDAV allows remote clients to connect to HMI servers located on a computer running Windows Server 2008 Standard Edition with Service Pack 2. With Windows Server 2008 Standard Edition with Service Pack 2, Microsoft no longer automatically distributes the IETF WebDAV extensions to HTTP (as defined in RFC 2518).
• • • • • FTViewSEInstallENU.book Page 144 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE 8. Select the ASP check box. The ISAPI Extensions check box should then be selected automatically. 9. When you are finished, click OK. If IIS is installed correctly, you should be able to open the HMI server status page.
FTViewSEInstallENU.book Page 145 Wednesday, July 16, 2014 10:53 AM APPENDIX D Use unattended installation The unattended installation is an automated installation method that you can use to install FactoryTalk View. You can typically use the unattended installation during large-scale rollouts when it might be too slow and costly to have administrators or technicians interactively install the FactoryTalk View software on individual computers.
• • • • • FTViewSEInstallENU.book Page 146 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE In this example, type D: and press Enter. 4.
FTViewSEInstallENU.book Page 147 Wednesday, July 16, 2014 10:53 AM If omitted, the other parameters will not take effect and the installation will start with Setup Wizard. /AcceptAllLicenseItems (Required) Specifies that you read and acknowledge all license agreements, and agree to continue the unattended installation. If omitted, you cannot continue the installation. /Product=product_name (Required) Specifies which product will be installed.
• • • • • FTViewSEInstallENU.book Page 148 Wednesday, July 16, 2014 10:53 AM FACTORYTALK VIEW SITE EDITION INSTALLATION GUIDE Site Edition Station /SerialNumber=serial_number (Optional) Specifies the product serial number. If you want to get activation keys during installation, the parameter is required. /ProductKey=product_key (Optional) Specifies the product key. If you want to get activation keys during installation, the parameter is required.
FTViewSEInstallENU.book Page 149 Wednesday, July 16, 2014 10:53 AM Example 2 Setup /Q /AcceptAllLicenseItems /Product="Site Edition Client" /AutoRestart means: FactoryTalk View Site Edition Client will be installed. The computer will be restarted automatically after the installation.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.book Page v Wednesday, July 16, 2014 10:53 AM N operator workstations upgrading 119, 122 naming overview backup archives 124 deploying local applications 81, 91 computers 16, 71, 73, 84, 95 deploying network applications 61 data server computers 71, 84, 95 upgrading redundant applications 103 HMI server computers 73 troubleshooting computer names 16, 34, 35 P network applications hosting on Windows Vista 12, 13, 22, 55, 67, 113, Patch TOCs.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.
• • • • • FTViewSEInstallENU.
FTViewSEInstallENU.
