IA-09-L16 FactoryTalk View SE Lab Manual

Presenter: <<Your name>> <<Your business group>>

For Classroom Use Only!

IA-09-L16 Configuring a FactoryTalk View SE Application

Contents
Before you begin .........................................................................................................................................7 About this lab .................................................................................................................................................7 What You Will Accomplish In This Lab..........................................................................................................8 Who Should Complete This Lab....................................................................................................................8 Tools & prerequisites .....................................................................................................................................8 Hardware .......................................................................................................................................................8 Software.........................................................................................................................................................9 Lab Files ........................................................................................................................................................9 Overview.....................................................................................................................................................11 FactoryTalk View SE Components..............................................................................................................11 FactoryTalk View SE - Network and Local ..................................................................................................15 Best Practice................................................................................................................................................15 FactoryTalk View SE Servers...................................................................................................................20 Section 1: Create and run a simple application .....................................................................................22 Creating a Network HMI Project in FactoryTalk View Studio ......................................................................22 Add an Area to the application ....................................................................................................................25 Add an HMI Server to the application..........................................................................................................26 Add Process Faceplates into the HMI Server .............................................................................................28 Add a data server ........................................................................................................................................29 Configure Communications .........................................................................................................................32 Create a display and add a numeric display object.....................................................................................37

4 of 255

Section 2: Importing Application Components ......................................................................................40 Section 3: Tags ..........................................................................................................................................44 Read about HMI Tags and Direct Reference Tags .....................................................................................44 Creating an HMI tag.....................................................................................................................................46 Import/Export Tags Wizard ..........................................................................................................................49 Add Object referencing an HMI tag .............................................................................................................55 Section 4: Graphic Displays, Objects and Animations..........................................................................61 Read about Graphic Displays ......................................................................................................................61 Modify an XML file .......................................................................................................................................63 Tooltips ........................................................................................................................................................71 Docked Displays ..........................................................................................................................................78 Commands ..................................................................................................................................................84 Animations and Expressions .......................................................................................................................89 The Object Explorer.....................................................................................................................................90 Local Messages...........................................................................................................................................94 Section 5: Alarming .................................................................................................................................101 Read about Types of Alarming ..................................................................................................................101 Add Database Connection.........................................................................................................................103 Enabling device-based Alarms and Events ...............................................................................................105 Using FactoryTalk Alarm and Event Objects.............................................................................................108 Creating Tag-Based Alarms ......................................................................................................................128 Section 6: Global Objects .......................................................................................................................134 Create Reference Objects .........................................................................................................................134 Reference Object Properties .....................................................................................................................142 Look at the Global Object Defaults............................................................................................................144 Modifying Global Objects...........................................................................................................................146 Section 7: Security ..................................................................................................................................149 Read About Security..................................................................................................................................149 Creating a User and User Group...............................................................................................................150 Configuring Action Security .......................................................................................................................153 Configuring Runtime Security....................................................................................................................157

5 of 255

Assign Security Codes to Commands .......................................................................................................159 Assign Security Codes to Displays............................................................................................................161 Assign Security Codes to Tags .................................................................................................................162 Verifying Security Settings.........................................................................................................................165 Section 8: Data Logging and Trending..................................................................................................170 Runtime Exploration ..................................................................................................................................170 Configuration Exploration ..........................................................................................................................171 Configuring Trends ....................................................................................................................................176 Viewing the Trend at runtime.....................................................................................................................182 Section 9: FactoryTalk Diagnostics Setup and the Viewer .................................................................190 Read About FactoryTalk Diagnostics ........................................................................................................190 Diagnostics Setup......................................................................................................................................195 ODBC Database as a Message Source ....................................................................................................198 View the ODBC Log...................................................................................................................................201 Section 10: Language Switching ...........................................................................................................203 Read About Language Switching ..............................................................................................................203 Configuration of supported languages.......................................................................................................205 Language switching command ..................................................................................................................212 Device-based alarm language switching ...................................................................................................216 Tag-based alarm language switching........................................................................................................219 Section 11: Testing Displays..................................................................................................................226 Test Display ...............................................................................................................................................226 Configure a Client File ...............................................................................................................................228 Run Client ..................................................................................................................................................235 Verify Online Edits .....................................................................................................................................236 Test commands at Runtime.......................................................................................................................237 Section 12: Advanced .............................................................................................................................238 Importing screens from RSView32 ............................................................................................................238 Alarm Migration Tool..................................................................................................................................247

6 of 255

Before you begin

This lab is intended to be a compilation of several smaller exercises designed to instruct the user on the basics of FactoryTalk View Site Edition. Though the lab can be done linearly, where all exercises are cumulative, the only required exercises are all of Section 1: Creating your application and Section 2: Importing/Exporting Application Components. From there, the user may select which exercises interest them most without having to be concerned with numerical order. The following steps must be completed before starting the lab exercise:

1. If Log On To Windows dialog is active type administrator for Username and type rockwell for password. 2. Use the same Login information if prompted to Log On to the FactoryTalk Directory or when creating a FactoryTalk Alarms and Events History Database.

About this lab

Welcome to the FactoryTalk View SE Hands-On Lab series. This session provides you with an opportunity to explore the basics of FactoryTalk View Site Edition (FactoryTalk View SE). The following sections explain what youll be doing in this lab session and what you will need to do to complete the hands-on exercises. Note: In v 5.00 (CPR 9), product name changes have taken place to better reflect Rockwell Automations systemoriented software and integrated architecture.

RSView name (CPR 7 and earlier)

RSView Supervisory Edition (SE) RSView SE Stand-alone

FactoryTalk View name (CPR 9 and later)

FactoryTalk View Site Edition (SE) FactoryTalk View SE (Local) FactoryTalk View SE Client FactoryTalk View SE Administration Console FactoryTalk View Machine Edition Station

RSView name (CPR 7 and earlier)

RSView Enterprise

FactoryTalk View name (CPR 9 and later)

FactoryTalk View

RSView SE Distributed

FactoryTalk View SE (Network) FactoryTalk View Studio

RSView SE Client

RSView Studio

RSView SE Administration Console RSView ME Station

RSView SE Server

FactoryTalk View SE Server FactoryTalk View Machine Edition (ME)

RSView Machine Edition (ME)

This lab uses FactoryTalk View SE 5.00 (CPR 9). View SE is an integrated package for developing and running multi-user, networked human-machine interface (HMI) applications. View SE is designed for automated process

7 of 255

or machine monitoring, and supervisory control. In this lab, you will be working with a network application containing an HMI Server, a data server, and a single HMI Client. For this lab, these servers and clients will all be located on the same computer. View Studio, the development environment, will also be on this computer. In the deployed system however, these components could actually be on separate computers, and additional HMI clients could be used, since View SE scales easily from small to large systems. This lab procedure contains content and exercises for both novice and advanced users. After executing the first few sections of the lab you can pick and choose other sections. It is recommended that users complete remaining lab procedures in the order they are presented, time permitting.

What You Will Accomplish In This Lab

As you complete the exercises in this hands-on session, you will gain an understanding of the functionality and capability of FactoryTalk View Site Edition by creating an application configuring an HMI server configuring an RSLinx Enterprise data server and enabling it for alarm and event support utilizing graphics and animation test running displays configuring and running an HMI client file configuring and monitoring alarms (FactoryTalk device and tag based) implementing security working with data log models and trends using the FactoryTalk Diagnostics Viewer working with Global Objects configuring your application for language switching

Who Should Complete This Lab

This hands-on lab is intended for individuals who: Have a basic knowledge of HMI software and are involved in the design and implementation of supervisorylevel HMI projects.

Tools & prerequisites Hardware

This hands-on lab does not require any hardware. A Logix5000 controller could be used in place of SoftLogix 5800. Note: FactoryTalk Alarms and Events Device Based Alarms requires firmware version 16.20 or higher for ControlLogix, CompactLogix L3x and L4x, and DriveLogix.

8 of 255

Software
This hands-on lab uses the following software:

FactoryTalk Services Platform v2.10.00.0117 FactoryTalk View SE v5.00.00.55 RSLinx Enterprise v5.00.00.99 FactoryTalk Alarms and Events v2.10.00.0117 (included with FactoryTalk View Site Edition and RSLinx Enterprise) RSLinx Classic (used for Logix programming) v2.52.00.17 RSLogix5000 v16.03.00 SoftLogix 16.03.00 (Bld 42) Microsoft SQL Server 2005 Express Microsoft SQL Server Management Studio Express Microsoft SQL Server 2005 Express Edition is a free, redistributable version of Microsoft SQL Server. FactoryTalk Alarms and Events uses Microsoft SQL Server as the database engine for logging alarm and event information. You can connect to an existing SQL Server database, or you can install Microsoft SQL Server 2005 Express, Service Pack 2, which is included in the Redist folder on the FactoryTalk View SE and RSLinx Enterprise CDs. Microsoft SQL Server Management Studio Express (SSMSE) is a free, easy-to-use graphical management tool for managing SQL Server 2005 Express. It is included in the Redist folder on the FactoryTalk View SE and RSLinx Enterprise CDs.

Lab Files
This hands-on lab uses the following files located in the C:\InstantFizz - Lab Files\ subdirectory:

Language Switching contains 3 files that will be used in the language switching section of the lab InstantFizz_Translated.xls Translated file for FactoryTalk View SE InstantFizz_Controller-Tags_translated.TXT - Translated file for FactoryTalk Alarms and Events device-based alarm messages in RSLogix 5000 InstantFizz_FTAETagServer_Alarm Export_translated.xls - Translated file for FactoryTalk Alarms and Events tag-based alarm messages in the FactoryTalk Tag Alarm and Event Server RSLogix 5000 contains 1 file that can be used with RSLogix 5000. InstantFizz_Controller.ACD control program to be used in this lab Graphics displays contains 19 files that have been pre-configured alarm banner.gfx alarmlogviewer.gfx Alarms.gfx alarmstatusexplorer.gfx Blending.gfx

9 of 255

cip - process steps.gfx CIP - Sensor Trend.gfx CIP - Valves.gfx CIP Overview.gfx filling.gfx labeling.gfx Languages.gfx Navigation.gfx packaging.gfx Plant Overview.gfx Rapid Mix - Overview.gfx Rapid Mix - Process Steps.gfx Security.gfx Images contains 56 pre-configured images Client contains a preconfigured FactoryTalk View SE Client file ClientFile_DockedDisplays.cli Client Keys - ClientKeys.key ODBC database - ODBC_InstantFizz.mdb Graphic XML file - CIP - Process Steps.xml Exported Tag database - Additional_Tags.CSV Local Messages 2 pre-configured files CIPProcessSteps.loc RapidMix.loc Trend Templates 9 pre-configured Trend Templates Datalog CIP.mdf RSView32 migration files Global Objects - CIPComponents.ggfx

10 of 255

Overview About this lab

This lab will outline the major components and fundamental ideas of FactoryTalk View Site Edition. It will specifically:

Discuss the components of FactoryTalk View SE Discuss the differences between FactoryTalk View SE Local and Network Application Discuss HMI Servers, data servers, and Tag Alarm and Event Servers Discuss FactoryTalk Alarms and Events Services for Device Based and Tag Based Alarms

FactoryTalk View SE Components

FactoryTalk View Site Edition

FactoryTalk View Site Edition is an integrated software package for developing and running human-machine interface (HMI) applications that involve multiple users and servers, distributed over a network. A member of the FactoryTalk family of products, FactoryTalk View Site Edition (also called FactoryTalk View SE) provides all the tools you need to create powerful, dependable process monitoring and supervisory control applications. FactoryTalk View SE software is designed for use with Microsoft Windows Server 2003, Windows XP, and Windows 2000 operating systems. FactoryTalk View Site Edition consists of several pieces of software you can use to build automation applications. Depending on the particular software packages installed, you will have one or more of the following pieces of software: FactoryTalk View Studio, FactoryTalk View SE Client, FactoryTalk View SE Server, FactoryTalk Alarms and Events, FactoryTalk Services Platform, FactoryTalk Administrator Console, FactoryTalk Directory, and FactoryTalk Activation.

FactoryTalk View Studio

Start > Programs > Rockwell Software > FactoryTalk View > FactoryTalk View Studio FactoryTalk View Studio is configuration software for developing and testing FactoryTalk View SE applications. 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. You can use FactoryTalk View Studio to develop FactoryTalk View Site Edition and FactoryTalk View Machine Edition (ME) applications. FactoryTalk View comes with process faceplates and graphic libraries that can be used in your applications.

11 of 255

Process faceplates are preconfigured to work with various Logix5000 instructions (for example, PIDE, D2SD, and the new ALMD and ALMA instructions). Many of the graphic library objects are preconfigured with animation. Use the objects as they are, or change them to suit your needs. When you have finished developing an application, use FactoryTalk View SE Client to view and interact with the application.

FactoryTalk View SE Client

Start > Programs > Rockwell Software > FactoryTalk View > FactoryTalk View Client FactoryTalk View SE Client is a complete runtime operating environment for viewing and interacting with FactoryTalk View SE local and network applications. To set up a FactoryTalk View SE Client, you need to create a configuration file using the FactoryTalk View SE Client wizard. The HMI Server does not have to be running when you configure a FactoryTalk View SE Client. With the FactoryTalk View SE Client you can:

Load, view, and interact with multiple graphic displays at a time from multiple servers Perform alarm management View real-time and historical trends Adjust set points Start and stop components on any server Provide a secure operator environment And much more!

FactoryTalk View Administration Console

Start > Programs > Rockwell Software > FactoryTalk View > Tools > SE Administration Console FactoryTalk View Administration Console is for administering FactoryTalk View applications after they have been deployed. FactoryTalk View Administration Console contains a sub-set of the FactoryTalk View Studio editors, so you can make minor changes to an application without the need for installing FactoryTalk View Studio. The FactoryTalk View Administration Console has a two hour run-time limit. A warning message is displayed five minutes before the time is up. To continue using it you simply shut it down and restart it. FactoryTalk View Administration Console allows you to:

Change the properties of an HMI server. Change the properties of a data server. Add FactoryTalk users to an application, using the Runtime Security editor. Set up security for commands and macros, using the Runtime Secured Commands editor. Run FactoryTalk View commands from the Command Line. Change how HMI tag alarms are logged and annunciated, using the Alarm Setup editor. Change the path of data log models.

12 of 255

Change which system activities are logged and how frequently, using the Diagnostics Setup editor (on the Tools menu). Change the location alarms are logged to, and manage log files, using the Alarm Log Setup editor (on the Tools menu). Import and export HMI tags using the Tag Import and Export Wizard (on the Tools menu).

FactoryTalk View SE Server

The FactoryTalk View SE Server, also called the HMI server, stores HMI project components (for example, graphic displays, global objects, and macros) and serves them to clients. The server also contains a database of tags, performs historical data logging, and HMI alarm monitoring. FactoryTalk Alarms and Events can be used instead of FactoryTalk View SE HMI alarm monitoring. To maintain compatibility with existing applications, FactoryTalk View still supports the traditional HMI alarm monitoring. The FactoryTalk View SE Server has no user interface. Once installed, it runs as a set of headless Windows services that supply information to clients as they request it.

FactoryTalk Alarms and Events

Before FactoryTalk Alarms and Events (introduced in Version 5.00), FactoryTalk View SE supported only HMI tag alarm monitoring. To maintain compatibility with existing applications, FactoryTalk View still supports this type of alarm monitoring. However, FactoryTalk Alarms and Events now allows multiple FactoryTalk products to participate together in a common, consistent view of alarms and events throughout a FactoryTalk system. FactoryTalk Alarms and Events supports two types of alarm monitoring:

Device-based alarm monitoring. Pre-built alarm instructions, available in RSLogix 5000 v. 16 or later, are programmed in a logic project and then downloaded into a Logix5000 controller. The controller detects alarm conditions and publishes event information, which is routed through the system for display and logging. Tag-based alarm monitoring. If you are not using Logix5000 controllers, or if you do not want to use the pre-built alarm instructions available with RSLogix 5000, tag-based alarm monitoring offers the equivalent of HMI Tag Alarm Monitoring, but with an expanded feature set. Software-based Tag Alarm and Event Servers monitor controllers for alarm conditions through data servers and publish event information for display and logging. Tag-based alarm monitoring is supported for Logix5000 controllers, PLC-5, and SLC 500 devices communicating through Rockwell Automation Device Servers (RSLinx Enterprise), or for third-party controllers communicating through OPC data servers.

FactoryTalk Services Platform

FactoryTalk Services Platform provides common services (such as diagnostic messages, health monitoring services, and access to real-time data) to products and applications in a FactoryTalk system.

FactoryTalk Directory
FactoryTalk Directory centralizes access to system resources (for example, FactoryTalk View SE Servers, or OPC servers) and names (for example, data tags, graphic displays, and log models), for all of the FactoryTalk products and components participating in an automated control system.

FactoryTalk Directory software works like a telephone directory, or electronic address book, providing a lookup service that allows parts of an application to find each other on a single computer, or across a network.

13 of 255

Through the lookup service, application components such as tags and graphic displays can be stored in their original environments, and yet be made available to all clients participating in an application. No duplication is necessary. FactoryTalk View Site Edition applications use two types of FactoryTalk Directory: FactoryTalk Local Directory (also called the Local Directory) manages local applications. All local application components, except for OPC data servers, must be located on the same computer. FactoryTalk Network Directory (also called the Network Directory) manages network applications. Network applications can consist of multiple clients and servers, distributed across several computers connected over a network. One Network Directory manages all of the FactoryTalk products that participate in a single network application.

Both the Local and the Network Directory are set up on the computer, when you install the FactoryTalk Services Platform.

FactoryTalk Administration Console

Start > Programs > Rockwell Software > FactoryTalk Administration Console Part of the FactoryTalk Services Platform, FactoryTalk Administration Console is an optional, stand-alone tool for developing applications and managing a FactoryTalk system. You can use FactoryTalk Administration Console or FactoryTalk View Studio to develop applications and manage a FactoryTalk system. Only FactoryTalk View Studio can be used to create HMI servers and HMI projects. FactoryTalk Administration Console allows you to:

Create and configure application, area, and data server elements in a FactoryTalk Directory. Create and configure alarm and event servers, including both tag-based and device-based servers. Configure alarm conditions for tag-based alarm detection. Organize securable actions into groups. Create database definitions for logging historical alarm and event messages. Configure options for routing, logging, and viewing diagnostic messages. Back up and restore an entire directory, an individual application, or system settings. Set up redundancy for OPC data servers and Tag Alarm and Event Servers. Configure client computers to recognize the location of a Network Directory Server computer. Configure system-wide policy settings. Secure a FactoryTalk system with security services.

FactoryTalk Activation

Start > Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Tool FactoryTalk Activation provides a secure, software-based system for activating Rockwell Software products and

14 of 255

managing software activation files. 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 Activation provides these types of activations:

Local node-locked activations are locked to a single computer. Mobile node-locked activations are locked to a hardware dongle. Shared concurrent activations are locked to an activation server computer, and shared by client computers on the network.
There are two types of shared concurrent activation: floating and borrowed. Floating concurrent activation requires a continuous network connection, while borrowed concurrent activation does not.

FactoryTalk View SE - Network and Local Network Applications

A network application can contain several servers, running on multiple computers on a network, with multiple client users connecting to the application simultaneously, from anywhere on the network. For example, you may use separate servers for different functional areas or locations within your enterprise, and allow clients to interface to any of the servers. Network applications have one or more areas (see Areas definition below), one HMI server per area, and one or more data servers. An area may contain another area within it. Once you have created the applications and an HMI server, you can use the FactoryTalk View Studio editors in the HMI server project to create application components such as graphics displays, global objects, and data log models.

Areas: A key part of the network architecture system is the area. An area is a logical division within your application. You can think of areas as partitions of your hard drive. The partitions are all on the same main disk (or application, in this analogy), but they divide it logically and hold information independently of each other. An area can also be used to organize the application in a way that makes sense for the process it is controlling. For example, an area might represent a portion of a process, or a region within the process facility. An automotive plant could be divided into areas called Press and Fabrication, Body Shop, Paint Shop, Engine, and Transmission; a bakery could be divided into areas called Ingredients, Mixing, Baking, and Packaging. Alternatively, a plant with identical production lines could be divided into areas called Line 1, Line 2, Line 3, and so on. This would allow you to add new, identical production lines to the application by copying HMI server projects into new areas.

Root Area: All FactoryTalk View applications have one system-defined area called the root area, which has the same name as the application. The application root area can contain one HMI server, and one or more data servers.

Best Practice
Since an area is nothing more than a logical method of organizing the application, and not a physical entity, there is not a limit to the number of areas that can reside within an application. However, there is a limit of 1 HMI server per area and 10 HMI servers per application*. The recommended limit of data servers within an application is 10*. There is not a limit to the number of data

15 of 255

servers that can co-exist in the same area. However, it makes sense to logically organize the data servers that are serving alarms in order for the alarm summary to filter alarms appropriately at runtime. For example, a single area may contain an HMI server for a physical location of a facility, an RSLinx Enterprise data server (configured as a FactoryTalk device based alarm server), and a 3rd party OPC server (configured with the FactoryTalk tag based alarm server). This configuration allows for the alarm summary to filer alarms based on the area name, regardless of which server the alarm comes from. What you want to avoid is one physical installation of a data server to be referenced multiple times from different areas of the application. This is not necessary because FactoryTalk allows any client to see any data point within the application, regardless of which area it comes from. *Note: The initial release of FactoryTalk Alarms and Events have different limits than FactoryTalk View SE 5.0. Please refer to the FactoryTalk Alarms and Events Quick Start Guide or Answer ID 44177 within the Rockwell Automation Knowledgebase for more information.

16 of 255

This is an example of a FactoryTalk View SE network application.

Network Directory Root Area

HMI HMI Server Servers

Area Areas

Data server

The Insta Corp application consists of four different defined areas: ie_packaging, ie_production, is_packaging, and is_production. The areas are marked by the folders that are right off the root, which is the application Insta Corp. Try looking at one of the areas ie_packaging, the topmost area. Notice that the HMI server called IE_CasePack is located inside the area. The folders under the ie_packaging HMI Server titled System, HMI Tags, Graphics, Alarms, Logic and Control, and Data Log are all different components you can configure under each HMI server they are not areas within the area, but are actually components of an HMI server.
There is a data server called RSLinx Enterprise located under the root area (Insta Corp).

17 of 255

The diagram below shows an example system architecture using a Network application as part of a distributed FactoryTalk system.

18 of 255

Local Applications
A local application is similar to an RSView32 project; all application components and the FactoryTalk View SE client are located on a single computer. There is only one HMI server that is created for you in the root area when the application is created. You may use local applications for parts of the plant or process that are self-contained and are not related to other parts of the process. The diagram below shows an example system architecture using a Local application as part of a stand-alone FactoryTalk system.

19 of 255

Creating a new FactoryTalk View SE application

Here are the general steps for creating an application: 1) Create a local or network application 2) If its a network application, add one or more Areas 3) If its a network application, one HMI server can be added per area (local creates one automatically). Choose to add any of the faceplate displays into the HMI server. 4) Set up data server communications. Add one or more of the following data servers a. Rockwell Automation Device Server b. OPC Data server 5) Set up Tag Alarm and Event Server 6) Create graphic displays, global objects, and other components into your HMI server 7) Set up historical FactoryTalk alarm and event logging 8) Set up Security 9) Set up a run-time FactoryTalk View SE Client

FactoryTalk View SE Servers HMI Servers

HMI servers are software programs that supply information to clients as they request it. An HMI server stores HMI project components such as graphic displays, and serves these components to clients. An HMI server also manages a database of tags, detects HMI tag alarms, and logs historical data.

Data Servers
A data server provides a route to physical devices on the network, allowing applications to monitor and control the values in those devices. For example, data servers can connect application clients to programmable controller values, OPC tags (and their value or status information), or named variables in a Logix5000 controller. A data server can be a Rockwell Automation Device Server (RSLinx Enterprise) or a third-party OPC data server that serves up tag values. Once a data server is configured, you can set it up to point to a specific controller such as a ControlLogix processor. Properly configuring a data server allows you to browse for a tag directly. The following types of data servers are supported:

Rockwell Automation Device Servers (RSLinx Enterprise) provide best performance when communicating with Logix5000 controllers, or with many clients. You can also use RSLinx Enterprise servers to subscribe to device-based alarms and events. OPC data servers (including RSLinx Classic) support any data server that conforms to the OPC-DA 2.0 standard. OPC stands for OLE for Process Control, a protocol that allows FactoryTalk View to retrieve tag values from:

20 of 255

Rockwell Automation programmable controllers and devices, using RSLinx Classic or RSLinx Gateway as an OPC server. Third-party controller devices, such as Siemens or Modicon, using third-party OPC servers.

Alarm and Event Servers

FactoryTalk Alarms and Events allow multiple FactoryTalk products to participate together in a common, consistent view of alarms and events throughout a FactoryTalk system. FactoryTalk Alarms and Events support two types of alarm monitoring:

Device-based alarm monitoring. Pre-built alarm instructions, available in RSLogix 5000 v. 16 or later, are programmed in a logic project and then downloaded into a Logix5000 controller. The controller detects alarm conditions and publishes event information, which is routed through the system for display and logging. Tag-based alarm monitoring. If you are not using Logix5000 controllers, or if you do not want to use the pre-built alarm instructions available with RSLogix 5000, tag-based alarm monitoring offers the equivalent of HMI Tag Alarm Monitoring, but with an expanded feature set. Software-based Tag Alarm and Event Servers monitor controllers for alarm conditions through data servers and publish event information for display and logging. Tag-based alarm monitoring is supported for Logix5000 controllers, PLC-5, and SLC 500 devices communicating through Rockwell Automation Device Servers (RSLinx Enterprise), or for third-party controllers communicating through OPC data servers.
An Alarm and Event Server can be a Rockwell Automation Device Server (RSLinx Enterprise) that is enabled for monitoring device-based alarms or a FactoryTalk Alarm and Event Tag Server that has been configured for monitoring tag-based alarms.

21 of 255

Section 1: Create and run a simple application

FactoryTalk View Site Edition (SE) can be used to develop and run applications that involve single or multiple users and servers and can be distributed over a network or can be local to a single computer. The two types of SE applications are explained below: 1. FactoryTalk View SE Local (Stand-Alone) - A local application is similar to an RSView32 project; all application components and the FactoryTalk View SE client are located on a single computer. There is only one HMI server that is created for you in the root area when the application is created. You may use local applications for parts of the plant or process that are self-contained and are not related to other parts of the process. 2. FactoryTalk View SE Network (Distributed) - A network application can contain several servers, running on multiple computers on a network, with multiple client users connecting to the application simultaneously, from anywhere on the network. For example, you may use separate servers for different functional areas or locations within your enterprise, and allow clients to interface to any of the servers. Network applications have one or more areas, one HMI server per area, and one or more data servers. An area may contain another area within it. You can use FactoryTalk View Studio to create application components such as graphics displays, global objects, alarms and data log models. In this lab we will create and run a network FactoryTalk View SE application.

About This Section

In this section of the lab you will:

Create a Network Application called InstantFizz Add an area called Area1 Add an HMI Server within Area1 called InstantFizz_HMIServer Add Process Faceplate Displays into your HMI Project Add a data server called RSLinx Enterprise Configure a Communications path called shortcut that will point to the SoftLogix controller Verify communications Create a display, add a numeric display object Test the display
This entire section must be completed prior to doing any other sections in this lab.

Creating a Network HMI Project in FactoryTalk View Studio

We are creating a network application, which supports multiple HMI, Data servers and clients distributed across a network. As explained in detail in the Overview section, a network application requires a Network FactoryTalk Directory to be configured. The configuration of the FactoryTalk Directory is generally done during the install, but it can be configured subsequently using the FactoryTalk Directory Configuration Wizard from Start > All Programs > Rockwell Software > FactoryTalk Tools > FactoryTalk Directory Configuration Wizard.

22 of 255

Once the FactoryTalk Directory has been configured you can specify what computer will be hosting the Directory. The default location of the FactoryTalk Directory is the local computer, but it can be any computer on your network. Note: For a FactoryTalk View Local application, the Local FactoryTalk Directory must be used.

Specify the FactoryTalk Directory location

1. Specify the FactoryTalk Directory location. Go to Start > All Programs > Rockwell Software > FactoryTalk Tools > Specify FactoryTalk Directory Location. A prompt to login will open Login. Username: Administrator. Password: rockwell

Note: In order to Specify the FactoryTalk Directory Location you must have administrator rights. During the install of the FactoryTalk Services Platform the Windows Administrator and Administrator groups are automatically added to the Network FactoryTalk Directory. Hence, you can login with any user belonging to either of these groups. 2. The Specify FactoryTalk Directory Server Location Utility will open. In this lab we will set the FactoryTalk Directory Location to the local computer (localhost). In a FactoryTalk View SE Network application, the FactoryTalk Directory can be located on any computer on the network that has the FactoryTalk Services Platform installed. Use this utility to modify the location of your FactoryTalk Directory. Follow steps a to b to specify the FactoryTalk Directry Location.

b. Click OK to close.

a. Ensure the FactoryTalk Directory Server Location is set to localhost.

23 of 255

Create a new FactoryTalk View SE (Network) application

1. Run FactoryTalk View Studio. Select the Start > All Programs > Rockwell Software > FactoryTalk View > FactoryTalk View Studio menu item.

Select FactoryTalk View Studio

2. Create a Network application called InstantFizz by following steps a to f. You will be prompted with the following dialog:

24 of 255

b. Select Continue

a. Select Site Edition (Network)

c. Select New tab d. Type InstantFizz e. Ensure English language is selected.

f. Select Create

Wait for several seconds to allow FactoryTalk View Studio to create the application.

Add an Area to the application

1. Follow steps a to c to add an Area called Area1.

25 of 255

Note: the first line in the Explorer Window: Network (LOCALHOST) indicates that we are creating a Network (Distributed) application and the FactoryTalk Directory is located on the local computer (LOCALHOST).

a. Right-click on InstantFizz and select New Area.

b. Type area name: Area1.

c. Press OK to complete.

Add an HMI Server to the application

1. Follow steps a to g to add an HMI Server to the application.

26 of 255

a. Expand InstantFizz to see the Area1 icon. b.Right-click on Area1, go to Add New Server then select HMI Server.

c. Select Create a new HMI Server.

d. Select Next.

e.Type the HMI Server name: InstantFizz_HMIServer.

f. Choose which computer will host the HMI Server. It can be any computer on your network. For this lab, leave this as the local computer (default setting). g. Click Finish to complete.

Note: The HMI Server will take a few moments to load.

27 of 255

Add Process Faceplates into the HMI Server

When you add an HMI server to a network application, or when you create a new local application, you have the option to add the process faceplate displays that are installed with FactoryTalk View SE. The Add Process Faceplates Dialog box will open, if its set to display when you create a new HMI server.

1. Select the Clear All button. 2. Check the boxes for this display types: Discrete 2-State Device D2SD Help Help Browser

Your dialog window should look like this:

3. Click the OK button. 4. Observe that a network application, InstantFizz has been created. The HMI Server called InstantFizz_HMIServer has been created under the area Area1. 5. Maximize or resize your FactoryTalk View Studio window to the desired size for working with your application.

28 of 255

Add Process Faceplates Dialog When you add an HMI server to a network application, or when you create a new local application, you have the option to add the process faceplate displays that are installed with FactoryTalk View SE. The Add Process Faceplates Dialog box will open, if its set to display when you create a new HMI server. If you dont want to add faceplates, click Cancel to close the dialog box, without affecting HMI server creation. If you dont want to be prompted every time you create an HMI Server, uncheck the option to Display this dialog when creating a new application. After you create the application or HMI server you can still add process faceplates by right-clicking on the HMI server and then selecting the Add Process Faceplates menu item. If you added a display previously, you can either replace the existing display or remove it from the list of displays. Note: Adding faceplate displays to an application affects the license count. Each added faceplate display (.gfx file) counts as one display for activation purposes. New Faceplates The Alarm Analog ALMA and Alarm Digital ALMD faceplates are preconfigured to work with the new RSLogix 5000 instructions that are available in V 16 or later. These faceplates along with the existing ones can be used as is or changed to suit your needs.

Add a data server

To allow our application to monitor and control the values within the SoftLogix Controller that is running the control program for this lab you need to add a data server. You will be adding a Rockwell Automation Device Servers (RSLinx Enterprise). It provides the best performance when communicating with Logix5000 controllers. To monitor alarms in a Logix5000 controller, a Rockwell Automation Device Server (RSLinx Enterprise) needs to be added to a FactoryTalk application. 1. Right-click on the area Area1, select the Add New Server > Rockwell Automation Device Server (RSLinx Enterprise) context menu item.

29 of 255

Note: For this lab we are adding the RSlinx Enterprise data server to the area Area1. Read the Area Best Practices paragraph in the Overview section for other alternatives in a distributed application. 2. The RSLinx Enterprise Server Properties will appear. Leave the defaults on the General tab.

a. Identify the computer that will host the RSLinx Enterprise data server. For this lab, RSLinx Enterprise will be hosted on the local computer (default setting).

Note: The RSLinx Enterprise Server Properties window is also used to configure Data Server redundancy and FactoryTalk Alarms and Events.

30 of 255

3. Enable Alarms and Events by following steps a-c. The FactoryTalk Alarms and Events will be discussed in more detail during the Alarming section.

a. Select the Alarms and Events tab

b. Check the Enable alarm and event support option

c. Un-Check the Enable history button

7. Click the OK button

31 of 255

4.

Verify that the RSLinx Enterprise device server has been successfully added into your application.

Configure Communications

We are going to now configure a device shortcut.

Device Shortcuts: A Device Shortcut allows you to create a pointer to a device that you can refer to throughout the application while developing displays. This enables the user to change the location of a processor or other such device in one place, which then propagates throughout the rest of the project, without having to change all tag references to that processor. A device shortcut is similar to a Windows shortcut on your computers desktop that provides easy access to an application.

Communications Setup Editor Improvements Offline tag browsing no longer requires you to associate the device shortcut with a controller. In previous releases, you were required to associate a shortcut with both a controller and an offline tag file to be able to browse the tags in the offline tag file. You can now create a shortcut that is associated only with the offline tag file if all you want to do is browse tags in that file. The Communication Setup editor has been enhanced to prevent the creation of shortcuts that point to devices that do not provide data (such as communication modules and backplanes). The Communication Setup editor now provides status messages about shortcuts as you create them as well as a summary of all messages via a shortcut verification report. The Communication Setup editor has a new option for enabling alarm and event support at the device level. Warnings have been added to FactoryTalk to tell users if making an edit in the development environment will adversely affect the run-time system. If the change is made through a dialog box, this warning icon appears next to the component where the edit can be made.

1. Open the Communication Setup. Expand the RSLinx Enterprise device server. Double-click on Communication Setup

32 of 255

The Communication Setup dialog will appear to the right of the Explorer tree. 2. Add a Device Shortcut by following steps a-b.

a. Click the Add button

b. Type the shortcut name Shortcut.

3.

Browse to the controller. Right-click on the 1789-A17, Backplane, Select Start Browsing

4.

Select 2, 1789-L60/A, SoftLogix5800 Controller. Note: Instead you may see 2, 1789-L60/A, InstantFizz_Controller.

33 of 255

Note: 2 is the slot number of the SoftLogix module that is in the chassis. This is where the control program for this lab is running.

5.

Add an Offline Tag File. Click the Browse button next to the Offline Tag File entry field. Browse to C:\InstantFizz-Lab Files\RSLogix 5000\ folder. Select the InstantFizz_Controller.ACD file. Click the Open button.

Browse to C:\InstantFizz-Lab Files\RSLogix 5000\ folder and select InstantFizz_Controller.ACD file.

Offline Tag Browsing The offline tag file will enable you to browse a ControlLogix controller's tags when that controller is not online. The file must be located on the local PC, not on a networked location.

Offline Tag Browsing Improvement Offline tag browsing no longer requires you to associate the device shortcut with a controller. In previous releases, you were required to associate a shortcut with both a controller and an offline tag file

34 of 255

to be able to browse the tags in the offline tag file. You can now create a shortcut that is associated only with the offline tag file if all you want to do is browse tags in that file.
Because its possible to have many application shortcuts configured to different controllers, you must also enable Alarm and Events on your application shortcut to enable which controller you would like to receive alarming information from. 6. Enable Alarm and Events by selecting Yes from the pull-down menu.

Set Enable Alarms & Events to Yes.

7.

Apply the settings to the device shortcut Shortcut by following steps a-c,

c. Click the Apply button to apply the shortcut settings.

a. Ensure Shortcut is highlighted.

b. Ensure 2, 1789-L60/A, SoftLogix5800 Controller is selected.

35 of 255

8. The following RSLinx Enterprise prompt will appear. The prompt lists all the changes made to the shortcut. Make sure your shortcut is set to Shortcut as we will be using pre-configured displays referencing that shortcut name.Compare your prompt to the one below. If it matches select Yes to apply the changes.

Select Yes to complete.

9.

To Verify communications at any time, select the Verify button at the bottom of the Communications Setup window.

The Verify dialog will appear. Review your changes. Click the Close button.

10. Click OK on the Communications Setup dialog to close. Your device shortcut has been created.

36 of 255

Create a display and add a numeric display object

Lets take a minute to verify that communications is setup correctly. Verify that you are communicating by adding a Numeric Display Object to a display and then test that display in FactoryTalk View Studio. Verify that you can access controller tags from the online SoftLogix Controller and the offline tags file by performing tag browses. In the Explorer, right-click on the Display folder, select the New context menu item

An untitled display will be opened. 1. Single-click to select the Numeric Input object from Objects > Numeric and String > Numeric Input from the menu.

2. On the empty display, Single-click and hold down the mouse button, drag the cursor to draw the numeric input and release the mouse button. As you are dragging the mouse you will see a rectangle to show the size of the object that will be created.

3. When you release the Numeric Input Properties dialog will appear.

37 of 255

Numeric Input Enhancement Numeric input object allows for user-assigned minimum and maximum values that are validated prior to download.
4. Click on the Connections tab. 5. Click on the Tags button next to the Value field.

6. The Tag Browser will open. If you dont see a folder for Shortcut, right-click on InstantFizz, select the Refresh All Folders context menu item.

7. Expand the Shortcut folder then notice two sub-folders Online and Offline. The Online folder references the tags of the online controller that the shortcut is pointing to (such as our SoftLogix controller). Offline

38 of 255

folder references the tags in the ControlLogix controller file (.ACD). Use the Offline tag browsing and Offline Tag File in the RSLinx Enterprise Communications Setup when the online controller is not available, and you only have access to the controller file (.ACD). Follow steps a to b to select the MixSteps tag.

a. Select the Online folder.

b. Select the MixSteps tag then click OK.

11.

The tag will appear in the Tag/Expression field next to the Value. Your selected tag should look like this:

39 of 255

11. Click the OK button on the Numeric Input Properties dialog. 12. After adding an object to our display, we can verify the communications to our controller and Test the display.

Single-click on the Test Display button from the tool menu.

13. A value (ex. 7) should appear on the display. This actually verifies that you got the tag from the online tag

file and you are online with the controller. If you were not online with the controller, it would appear as what is called a wireframe, because the data is not available at this time. It would look something like this instead.

14. Click the Edit Display button to get back to edit mode.

15. Close the display and when prompted to save your changes select No. Section 1 is complete. You have created a simple network application. You have the building blocks in place and are ready to start creating your graphic displays.

Section 2: Importing Application Components About This Section

In this section of the lab you will: Import pre-configured application components

40 of 255

FactoryTalk View SE allows you to import and export individual or all HMI Server components, including Displays, Alarms, Local Messages, Images, Parameter Files, Data Logs etc. The graphic displays are stored in gfx files. GFX files can only be modified (in this format) when imported in FactoryTalk View Studio. You can import a display from one application to another by adding the .gfx files. This is the Application Explorer window that is used throughout this entire hands-on lab. The Explorer allows you to select different objects, displays, and other components of the FactoryTalk View SE application. Network Directory Area within the Application.

HMI Server

Application

Commands Displays Global Objects

Images

RSLinx Enterprise Data Server

Adding preconfigured HMI components:

There are preconfigured HMI components (i.e., Displays and macros) that will be used in this lab. Do the following to add them to the HMI Server.

41 of 255

1. Right-click on Displays and select Add Component Into Application

2. Browse to C:\InstantFizz Lab Files\Graphic Displays and add the displays by following steps a-b.

a. Select all the GFX files in this folder, then click Open.

b. The graphic displays will be migrated. This may take a few seconds.

You have now added the preconfigured graphical displays. Some of the displays reference external images (JPG, bmp etc). The next few steps will show you how to import these images into your application. 3. Right-click on Images and select Add Component Into Application

42 of 255

4. Browse to C:\InstantFizz Lab Files\Images to add the images

5. Select all the .bmp files in this folder, then click Open.

You have added the preconfigured graphical displays and the corresponding images. The next two steps will show you how to add the pre-configured startup macro into your application. You can learn more about macros in Section 4. 5. Right-click on Macro and select Add Component Into Application

6. Browse to C:\InstantFizz Lab Files\ and select startup.mcr to add the pre-configured macro

43 of 255

Section 3: Tags About This Section

In this section of the lab you will: Learn the difference between HMI tags and direct reference tags Create an HMI tag Import and Export tags Add an object and reference an HMI tag Learn about Tag Labels

Read about HMI Tags and Direct Reference Tags

A tag is a logical name that represents a variable in a network device or in local memory. FactoryTalk View SE has two types of tags: Data server tags (also called direct reference tags) provide direct access to the controller tags, through data servers you add to an application.

HMI tags provide additional properties for run-time security and data manipulation. HMI tags are created in the Tags editor and stored in an HMI servers tag database.

44 of 255

For some uses in an application, using direct references tags offers advantages over using HMI tags, and visa versa. The following table contains a list of advantages for HMI tags and direct reference tags. Depending on the application you can choose one over the other or use a combination of the two.

HMI Tags
Using the extended capabilities of HMI tags To take advantage of extended capabilities, such as run-time security, scaling or offsetting of tag values, or more flexible addressing, create HMI tags in FactoryTalk View Studio, in the Tags editor.

Direct Reference Tags

Using direct referencing to eliminate duplication Using a direct reference minimizes errors, by having to create the tag database only once (in the controller) and not having to duplicate it again in the HMI. This applies to all objects including device-based FactoryTalk Alarms and Events. Moreover, while developing the HMI there is no need to create a tag database which saves time. Also, use the data server tags to add, modify, or delete tags in a device without having to duplicate the changes in the HMI servers tag database. Providing access to complex data types Some devices (Logix5000 controllers, for example) support data types such as arrays and structures, which can contain hundreds of member elements. Use data server tags to reference the tag values directly, and eliminate the need to create an HMI tag for each member element. You can maximize optimization by placing data in arrays and structures.

Organizing tags in folders The tags can be organized in logical folders and subfolders. For example, create a folder for the CIP process of a soda plant. In a large application, you can easily find tags by organizing them in folders.

45 of 255

Storing values in memory Create HMI memory tags to store values without the need for an attached or accessible device. For example, you can use memory tags to: - store the result of a calculation. - act as a temporary counter or index. - maintain information about the systems current state, for example, which graphic display was last displayed. Reusing HMI tag names HMI tags do not require hard-coded physical addresses or device-specific variable names. This means you can reuse an application with other devices, by changing the physical addresses that the HMI tag names are mapped to. Importing Exporting HMI tags - Use the Tag Export/Import Wizard to import/export tags in the .CSV format (can be opened in Excel). - The exported tag database can be used in other FactoryTalk View projects. - You can modify and create all the tags in Excel and save engineering time. - You can Import RSLogix Address files into the FactoryTalk View tag database Descriptive names Some controllers and OPC servers do not allow descriptive tag names, for example SLC. Creating an HMI tag will allow you to provide meaningful names to tags instead of memory locations such as N7:0.

Reusing Displays and other components between applications For example, export displays from one application onto another application which uses the same controller tags. There is no need to move the HMI tag database. All the direct tag references are transferred with the display.

Speed Direct references are a direct link to the data server and controller which helps to speed up an application update rate.

Creating an HMI tag

Lets create a tag in the tag database. 1. Open the Tag database from the HMI Server, InstantFizz_HMIServer. Follow steps a-i to add an HMI tag in a folder.

46 of 255

a. Double-click on Tags from the HMI Tags folder to open the tag database.

While the tag database is open, select the Edit menu item to create a new folder.

b. Click on the Edit menu item then select New Folder.

Note: This menu item can be used to Add, Delete, Duplicate and Rename Tag Database folders. Another major use is the Other Databases menu item, which allows you to import tags from other databases such as the RSLogix 5/500 controller files (.rss, .rsp). c. Type the new folder name CIP then click OK.

47 of 255

Setup the new tag properties as shown below :

e. Type the new tag name WaterAmount.

f.

Choose the tag Type as Analog. HMI tags can be Analog, Digital or String Type. g. Type the tag description.

h. Choose the Min, Max, Scale, Offset and Units as shown.

d. Ensure the CIP folder is selected. We want to create a tag in this folder.

i.

Click on the ellipses button to open the tag browser. Then browse to the following tag SodaCIPTanks.Water.Value.

10. Click Accept to complete. 11. The tag database also allows you to search for tags. Follow steps a-b to search for a tag.

48 of 255

b. Click Close to exit the tag database. a. You can search for any tag in the tag database using the Search For field. Highlight the root folder then Type the word System\Second to search for a predefined memory tag then press Enter.

Import/Export Tags Wizard

Let us import tags that were pre-created using the Tag Import/Export Wizard. Use the Tag Import and Export Wizard to convert databases to and from a CSV (Comma Separated Variable) format compatible with Excel. You can also merge one FactoryTalk View tag database with another tag database and import an A.I. Series or Logic 5 text database. To successfully import tags, the application you are importing tags into must be open in FactoryTalk View Studio. Import & Export Choices: There are several Import / Export options as shown in the Tag Import/Export Wizard.

49 of 255

Export a FactoryTalk View tag database to CSV files Exports a FactoryTalk View tag database to CSV files.

Import FactoryTalk View tag CSV files Imports tag information from CSV files into a FactoryTalk View database. You can create your tags in Excel then import them into the project using this setting in the Tag Import/Export Wizard

Merge FactoryTalk View tag database Merges tag information from one FactoryTalk View project with another FactoryTalk View database.

Import A.I. Series or Logic 5 database files Imports symbols from the Rockwell Software A.I. Series or Logic 5 CSV format into a FactoryTalk View database.

Import RSLogix5/500 Address & Symbol ASCII files Imports symbols from the ASCII export file of RSLogix5 or RSLogix 500 into a FactoryTalk View database.

1. Review the pre-created CSV file Additional_Tags.csv from C:\InstantFizz Lab Files\

50 of 255

Open the pre-created CSV file with precreated HMI tags. Go to C:\InstantFizz Lab Files\ and double-click on Additional_Tags.csv. Review the file and note the Excel column/row format used. You can add and modify tags and folders in Excel then import them into your application.

2. Close Excel without saving. 3. Return to FactoryTalk View Studio and open the Tag Import/Export Wizard from the Tools menu.

51 of 255

4. Select the Import FactoryTalk View tag CSV files option from the drop-down and then click Next.

5. Select Site Edition as Project Type.

6. Browse to our HMI project under

C: Documents and Settings\All Users\Shared Documents\RSView Enterprise\SE\HMI Projects\InstantFizz_HMIServer\. Select the

file InstantFizz_HMIServer.sed.

7. Select Next to continue.

8. Make sure Tags is checked. Select the pre-created CSV file to import from C:\InstantFizz Lab Files\Additional_Tags.CSV

9. Select Next to continue.

52 of 255

10. You can skip existing tags or update existing tags. Leave the default for our lab.

11. Select Next to continue.

12. Select Finish to complete.

53 of 255

13. View the results of the Database Import, then click X to close.

We have now imported the pre-created tags into our application. 14. Open the tag database editor by double-clicking on Tags to view our imported tags.

54 of 255

15. Note the new folders and tags added to our tag database via the Tag Import/Export Wizard.

16. Close the Tag database.

Add Object referencing an HMI tag

1. Open a new display

An untitled display will be opened. 2. Single-click to select the Numeric Display object from Objects > Numeric and String > Numeric Display from the menu.

55 of 255

3. On the empty display, Single-click and hold down the mouse button, drag the cursor to draw the numeric display and release the mouse button. As you are dragging the mouse you will see a rectangle to show the size of the object that will be created.

4. The Numeric Display Properties window will open

4. Select Tags to open the Tag Browser and find a tag to reference.

56 of 255

5. The same Tag Browser window is used to browse for HMI Tags, Direct Reference Tags associated with an online and offline controller, Diagnostic Items and pre-defined System tags. Let us review the Tag Browser.

5. CIP and RapidMix are folders created in the HMI Tag Database.

6. Shortcut is the device shortcut associated with the SoftLogix controller. It contains all the direct reference tags to the controller. - Diagnostic Items: Pre-defined diagnostics tags to Logix controllers, such as @Mode, which indicates the current mode of the controller (Run, Program, Remote) - Offline: Direct reference tags to the Offline Tag File that was associated with the Shortcut - Online: Direct reference tags to the controller. 7. System contains the pre-defined memory tags and are stored in the HMI Server. For example, System\Second.

Structured Tag Support in FactoryTalk Tag Browser The tag browser has been enhanced to let you select a structure tag in the left-hand pane of the object browser and return a partial tag identifier to the editor that launched the browser. This structure tag can be assigned to a faceplate object to supply values to multiple objects.

8. Browse to the HMI tag RapidMix\WaterAmount

57 of 255

8. Expand the RapidMix folder, then select WaterAmount and click OK.

9. The tag has been added to the object. Click Apply then OK to exit.

10. Add a Tag Label object on the same display to the right of the Numeric Display object.

58 of 255

Use label objects to display information about a tag's properties at run time. You can display the value of one property per tag label. The properties include: Low EU (tags Minimum Value), High EU (tag Maximum Value), Contact Value (tag Status), Engineering Units (EU) (tag Units), Tag Name, Tag Description, Contact Open Label (tag Off Label), Contact Close Label (tag On Label).

11. The Tag Label Properties window will open. Set up the properties as shown below. Browse to the same RapidMix\WaterAmount tag and set the Property to Engineering Units (EU).

59 of 255

12. Click OK to close. 13. Test the display

13. Single-click on the Test Display button from the tool menu.

14. Review the display.

14. The Numeric Display object will display the current value of the RapidMix\WaterAmount HMI Tag and the Tag Label will display the defined Engineering Units of the HMI Tag.

Note: The Tag Label object only works with HMI Tags, because we defined the properties (such as Units) of this tag in the HMI Tag Database. It does not work with direct references. To display the engineering units of a direct reference you can add a Text Object and type the applicable units.

60 of 255

15.

Click the Edit Display button to get back to edit mode.

16. Close the display without saving.

Section 4: Graphic Displays, Objects and Animations About This Section

In this section of the lab you will: Read about Graphic Displays Use XML file to edit displays Use Faceplates Configure and use Tooltips Configure and use Local Messages Configure and use Docked displays Using the Object Explorer Configure and use Animations and Expressions Using Commands

To help with the navigation within FactoryTalk View Studio for the components used in this section, you can again refer to the Application Explorer image from Section 2.

Read about Graphic Displays

Types of Graphic Displays Standard Displays - stored in the Displays folder. These are the displays that the operator sees at run time. They present views of automated plant activity or processes. They can show system or process data and provide operators with a way to write values to a real-time database or network devices such as a controller. Global Object displays - stored in the Global Objects folder. Global object displays let you link the appearance and behavior of a graphic object on a global object display to multiple copies of that object in standard displays. When you make changes to the original object, the changes are automatically applied to the copies.

61 of 255

Library displays - stored in the Libraries folder. A library display contains ready-made graphic objects that you can use in other displays.
A graphic display represents the operators view of plant activity. The display can show system or process data, and provide operators with a way to write values to external devices such as programmable controllers. The elements that make up a graphic display are called graphic objects. The Objects menu in the Graphic Displays editor (Figure 1) provides simple drawing elements such as line, rectangle and ellipse, as well as ready-made objects such as push buttons, input and display fields, and alarm summaries. Use these elements to create visual representations of processes and activities then animate the display by linking objects to tags so that the appearance of the objects will change as the values of the tags change. The graphics editor allows you to easily duplicate objects, reshape or resize objects, and arrange them in a variety of ways like stacking them, aligning them with each other, spacing them horizontally or vertically, flipping them horizontally or vertically, rotating them, and grouping them so they behave as a single object. Graphic objects can be Created using the Graphic Display editor. Copied and pasted from the Graphics Libraries. Copied to the clipboard from another Windows application and then pasted into the graphics display. Created by another Windows application and inserted into the graphic display using object linking and embedding. Dragged and dropped from another graphic display or library, or another Windows application.

Figure 1: Objects Menu

Libraries
The Graphics Library comes with a number of ready-made graphic displays containing objects that you can use in other displays

62 of 255

There are many different library objects that you can use within your applications. Note: any animation that has been attached to an object will be included with it when it is copied into a display.

Modify an XML file

In FactoryTalk View Studio, you can also use the Graphics Import Export Wizard to export graphic display information to an XML file, or to import a graphic display XML file into an application. XML has a standardized format and structure. You can modify the elements and attributes of a graphic display by changing them, or by adding new ones, in the XML file. You can edit the XML files before importing them back into an application, to modify existing graphic objects, or to add new objects to a display. You can create or edit graphic displays independent of FactoryTalk View Studio, including display settings, objects, object properties, connections, animations, groupings, key assignments etc. In the previous section we have imported a few pre-configured graphic displays. Next, we will modify one of these displays by modifying a pre-exported XML file. 1. Expand Displays then double-click on the CIP Process Steps display to open.

63 of 255

1. We will modify Step 1 text of this display in the XML file. Currently, the text displays Step 1: Adding H2O

2. Close the display CIP Process Steps without saving 3. Go to C:\InstantFizz Lab Files\ then double-click to open the pre-exported XML file CIP Process Steps.xml The xml file will open in Internet Explorer.

64 of 255

Review the XML file. The file contains all the objects and object attributes that are contained in the CIP Process Steps display.

4. To modify the file we must open it up in Notepad. Close the Internet Explorer file. 5. Right-click on the pre-exported XML file CIP Process Steps.xml from C:\InstantFizz Lab Files\ then select Open With and choose Notepad. The file will now open in Notepad.

65 of 255

6. We will change the text Step 1: Adding H2O to Step 1: Adding Water

In Notepad file, select the Edit menu item then click Replace.

7. Fill the Replace window as follows then click the Replace All button.

66 of 255

Type the text as indicated, press the Replace All button then click Cancel to exit. The Find What text is letter H, number 2 and letter O.

8. Save the file from File>Save then exit. 9. Lets import the modified display. Right-click on Displays and select Import and Export.

67 of 255

10. Select Import graphic information into displays then select Next.

11. Select No then click Next.

12. Select Single Display Import File then click Next.

68 of 255

13. Configure the window as shown below. The XML file to import can be fount in C:\InstantFizz Lab Files\CIP Process Steps.xml. This is the file we have just modified.

14. Click Finish to complete the import. 15. The Graphics Import Export Wizard provides a status file on the success of the import/export.

69 of 255

15. Close the DisplaysImport.txt file before continuing.

16. Lets review the modified display. Now, open the CIP Process Steps display by double-clicking on it from the Displays item in FactoryTalk View Studio.

70 of 255

16. Review the display. The text has been changed from H2O to Water.

Note: In this example it would have been easier to simple change the text in the display within FactoryTalk View Studio. There are applications however, in which you may need to automatically create many objects and/or displays. Creating them in an XML file can save a lot of engineering time.

Tooltips
To provide information about a graphic object to an operator, you can add a tooltip to objects: - Tooltips can be added to graphical objects - Tooltips supports embedded variables - Language switching is supported on tooltip text By default, an object has no tooltip. If you add a tooltip, it displays at run time, when the operator positions the pointer over the object for a few seconds.

71 of 255

Parameter Enhancements Added parameter enhancements provide support for embedded variables in tooltips and title bars; literal numbers and strings in the embedded variable syntax; and display for the right-most characters in embedded string variables.

In this lab we will add a Numeric Input object to show a tooltip example. 1. Open the CIP Process Steps display (It should already be open.) 2. We will add a Numeric Input object to the CIP Process Steps display.

From Objects menu item, select Numeric and String then click on Numeric Input.

3. Add the Numeric Input object in the display location shown below.

72 of 255

4. Configure the Numeric Input Properties as shown below by following steps a-d. a. Select the Connections tab. b. Click on the ellipses button to browse and add the Value tag: {[shortcut]SodaCIPTanks .RecoveredWater.Value

d. Click on the ellipses button to browse and add the Maximum tag: {[shortcut]SodaCIPTanks. RecoveredWater.Maximum

c. Click on the ellipses button to browse and add the Minimum tag: {[shortcut]SodaCIPTanks. RecoveredWater.Minimum

Numeric Input Enhancement Numeric input object allows for user-assigned minimum and maximum values that are validated prior to download.

73 of 255

Tag Browser to select the Value, Minimum and Maximum tags:

5. Click OK to close. 6. Save the display.

74 of 255

7. Test the display

Single-click on the Test Display button from the tool menu.

8. We have specified the Minimum and Maximum values for the Numeric Input Object. Lets write a value 22000 into our object. This value has to be higher than the Minimum and lower than the Maximum values. Type 22000 then press Enter.

The object background will turn red indicating that the value enter is outside the valid minimum and maximum bounds. How will the operator know what the valid bounds are? Add a tooltip! 9. Click the Edit Display button to get back to edit mode.

10. Double-Click on the Numeric Input object to open up its properties. Or right-click and select Properties.

11. Add a Tooltip by following steps a-e.

75 of 255

a.Select the Common tab.

b. Type Minimum: in the ToolTip Text area .

c. Click on Insert Variable and select Numeric to add a variable.

d. Browse to the {[shortcut]SodaCIPTanks. RecoveredWater.Minimum} tag.

e. Click OK.

12. Repeat steps a-e to add the Maximum information as well. The Maximum tag to browse to is {[shortcut]SodaCIPTanks.RecoveredWater.Maximum}. The final ToolTip text should look as follows:

76 of 255

Click OK.

13. Save the display.

14. Test the display

Single-click on the Test Display button from the tool menu.

15.

Lets try this again. Write a value 22000 into our object.

Type 22000 then press Enter.

77 of 255

Again, the object background will turn red indicating that the value enter is outside the valid minimum and maximum bounds. 16. Hover the mouse over the object and you should see our tooltip text indicating the proper value bounds

Hover mouse over the Numeric Input object and observer the Tooltip text! 17. Click the Edit Display button to get back to edit mode.

18. Close the display CIP Process Steps

Docked Displays

Docked Displays At run time, graphic displays can be docked to an edge of the FactoryTalk View SE Client window, allowing an operator to gain access to certain displays at all times. Docked displays cannot be accidentally closed by the operator and cannot have other graphics placed on top. They will, therefore, always remain visible to the operator. For example, you might consider docking: Navigational menus, that allow the operator to move among displays in an application. Headers or banners, that provide specific information to the operator, such as the current users name and area, or information about alarms. Control panels, that contain standard buttons for special purposes, such as changing users, closing open windows, or sending information to a maintenance team.
In this lab we will use docked displays for navigational menus and as an alarm banner. The docked display will be visible to the operator at all times. 1. Open the display Navigation. This will be the first docked display.

78 of 255

2. Open the Alarm Banner display. This will be our second docked display.

3. To dock a display to an edge of the SE Client window, after the client starts up, we will use a start-up macro that utilizes a display command.

A macro is a list of commands or command symbols stored in a text file. To run a macro you use its name just as you would a command. The commands in the macro will be executed in the order in which they are listed.
A macro can be specified on startup or shutdown of a client or display. It can be called from a command line in FactoryTalk View Studio, from a button or from the Factory Talk View Administration Console for system administration.

FactoryTalk View has multi-tasking capabilities that you can take advantage of when you create macros. Some commands (such as Print) finish quickly and the next command can start. Others, such as Set, take longer. In the case of Set, it does not finish until the message has been sent to the controller. In cases

79 of 255

like that, you can set up the macro so that the next command can be executed before the previous command is finished. Use the ampersand character (&) to do this. You have added the start-up macro in Section 2 of this lab. 4. Expand the Macros menu item and double-click on startup to open Double-click on startup to open

5. Review the display commands in the startup macro file Display Navigation /DB Display Alarm Banner /DT

In general, to dock a display uses the syntax shown below: To dock a display in this position Top edge of the client window Bottom edge of the client window Left edge of the client window Right edge of client window Use this parameter Display /DT Display /DB Display /DL Display /DR

These commands will be executed when the macro is run at the start-up of the FactoryTalk View SE Client.

6. Close the startup macro without saving.

80 of 255

Explore Docked Displays at run-time

Lets explore the docked displays functionality at run-time. An SE client file has already been created for you to run with this application. Our StartUp macro will be executed when the SE client file is launched.

1. Click the Launch SE Client icon.

2. Browse to the C:\InstantFizz Lab Files\ClientFile_DockedDisplays.cli then click OK

NOTE: This will take a few minutes to fully load. 3. Review the layout of the client. The startup macro docked displays in 2 areas. The header display contains an alarm banner and is located at the top of the client window; the footer display contains navigation buttons and is located at the bottom of the client window.

81 of 255

Alarm Banner is docked on the top edge

Navigation is docked on the bottom edge

5. Minimize the Plant Overview display. 6. Drag the minimized title bar around to the edges of the display client:

Top edge:

Bottom edge:

7. Click the restore button on the Plant Overview display. 8. Observe that it will not overlay the docked areas.

82 of 255

9. Drag the Plant Overview display to the lower edge or lower right corner of the client.

10. Observe that it will not overlay the docked areas and scroll bars will appear so the display will still be visible.

11. Move the Plant Overview display so the close button is visible and close the display. 12. Select the Plant Overview button on the footer display to open the Plant Overview display. Notice how it is sized to fit in the main viewable area of the docked displays.

83 of 255

Commands
FactoryTalk View commands allow you interact with and control application components. Most commands accept parameters for added precision and control. You can set up keys and graphic objects to run commands at run time. For example, as the press, release, or repeat action when you assign touch animation to an object in a graphic display, or as the action for a button You can run commands from the HMI servers command line You can create a list of commands in a macro, and run the macro in places where the commands are required. You can run commands at a particular event, using Event file

There are approximately 80 different commands. Use the Command Wizard for assistance with selecting and building commands. We will create a Button object with a display command. 1. In FactoryTalk View Studio, close all the currently open displays without saving. 2. Open the Rapid Mix - Overview display

Select the Button menu item.

84 of 255

3.

Draw the Button in the Rapid Mix Overview Display as shown below

Draw the Button here.

4. Configure the Button Properties by following steps a-b. a. Select the Action tab.

b. Click on the ellipses button to open the Commands Wizard.

85 of 255

5. Select the Display command by following steps a-b. You can either select All Commands and Macros and find the Display command alphabetically, or select Graphics > Graphic Displays > Navigation > Display

a. Select the Display Command.

b. Click Next to continue.

6. Fill the display command information as shown below by following steps a-b. If our application had more than one area we could choose to open a display from a different area.

a. Fill out as shown. The Display command has many additional properties, leave these unchecked for this example. b. Click Finish to complete.

86 of 255

7. Add a Button Caption by following steps ab.

a. Select the Up Appearance tab. Then in the Caption field type Rapid Mix- Process Steps

b. Click OK to complete.

The new button added should look as shown here. Resize the button if needed.

8. Save the display

then close

87 of 255

9. Return to the running client window and select the Rapid Mix button in the navigation display. Click on Rapid Mix button.

10. Open the Rapid Mix Process Steps display.

In the upper right corner of the Rapid Mix display, click on the newly added Rapid Mix Process Steps button.

88 of 255

Rapid Mix Process Steps display will open!

Using the Command Wizard we have created a button which when pressed opens another display. The Commands Wizard contains many more commands related to closing/opening displays, alarming, printing, languages, external applications and many others.

Animations and Expressions

Animation is the ability to add logic to a graphic object so that some characteristic of the object will change when a tag value changes. For example, an object can be made to fill (up, down, left, or right) or change color in relation to a tag value.

Expression: An expression is a mathematical or logical equation that returns a value. It can contain tag names, constants and mathematical, relational, logical and/or bitwise operators. A single tag name is often used for simple expressions.
In Figure 1, the animation dialog shows that expressions are used to animate objects. There is a tab for each type of animation. If there is a check mark in front of the animation type it means that the selected object is using that animation. If an animation type is not available for a selected object, the fields on that animation tab will be grayed out. In the example below, the Fill and Color animations are being used on the selected object. Selecting a new object while the Animation dialog is opened will update the Animation dialog for the object that was just selected.

89 of 255

Figure 1: Animation Dialog

The Object Explorer

The Object Explorer provides a list of all the objects in the current graphic display, including those that are hidden by other objects. A group of objects has a plus sign in front of its name. Click this to expand the list of objects that make up the group. You can expand or collapse the whole list using the Expand and Collapse buttons. When you click an object in the display to select it, its corresponding entry in the Object Explorer is highlighted in gray. When you click an item in the Object Explorer, the object it corresponds to is selected. If an object is hidden by another, or is part of a group, when you select it in the Object Explorer the handles outlining the selected object are visible. Lets open up one of the displays and take a look at animation.

To open the Object Explorer

1. To open the Rapid Mix - Overview display, expand the Displays folder, double-click on the Rapid Mix Overview display.

90 of 255

2. The Rapid Mix - Overview display will be opened.

3. Select the View > Object Explorer menu item Or Select the Show/Hide Object Explorer button from the menu bar to show or hide it.

Once selected (indicated by a check next to the menu item name), the Object Explorer appears. The Object Explorer can be resized and moved. You can click on any of the objects listed, and you will notice that the objects will be highlighted in the display.

91 of 255

Highlighted TankMixture group.

The Object Explorer is truly useful when you group items together and want to reference individual elements within that group.

Grouping is useful when you have common objects that you want to move around or apply behaviors toward, for example, animation behavior.

Look at groups and animation by using the object explorer

1. Expand and Select the TankMixture group in the Object Explorer. 2. Right-click on the Water element within the TankMixture group and select the Animation > Fill context menu item

92 of 255

. 3. The Animation dialog will appear and open on the Fill tab.

The Fill animation expression has already been pre-entered for you. You can review and familiarize yourself with the Fill and other animation properties, such as Colour.

93 of 255

4. Close the Animation window. 5. Return to the running client and press the START button on the Rapid Mix Process Steps display to see the animations in action. 5. Press the START button to start the Rapid Mix process.

6. Watch the water tank fill!

Local Messages
Use local message displays to provide an operator with information about a process, or about what to do next, at run time. For example, the Rapid Mix Process Steps display contains a Local Message object that gives the operators instructions on what the current step is in the mixing tank. 1. In the client window, Close the Rapid Mix-Process Steps Display

94 of 255

In the running client, close the Rapid-Mix Process Steps display by pressing x button. 2. Return to FactoryTalk View Studio. We will import a preconfigured, Local Message file. In the Explorer Window, rightclick on Local Messages and select Add Component Into Application 3. Add all local message files from C:\InstantFizz - Lab Files\Local Messages into the application.

Select both Local Message files then click Open to add to the application.

4. Review the RapidMix Local Message file. Double-click on RapidMix under Local Messages to open. Local Message editors consist of Trigger Value and Message columns. When the value of the Local Message tag equals to the Trigger Value, the corresponding Message will be displayed. For example, if the tag value is equal to 6, the message STEP 6: Initiate CIP Clean will be displayed.

95 of 255

5. Click Close 6. We have created the local message file. In order to view the messages on a display at run-time, a Local Message object needs to be added. 7. Open the Rapid Mix Process Steps display.

8. Add the Local Message Display to Rapid Mix Process Steps display by following steps a-b.

96 of 255

a. Select the Local Message Display to add.

b. Draw the Local Message Display object as shown.

9. We will modify some properties of the message text, such as font and color. Double-click on the Local Message Display object to view the object properties. Follow steps a-d.

a.

Double-click on the Local Message Display object to view the object properties.

97 of 255

b. Select the General tab.

c. Change the Back Color and Fore Color as shown. Or leave as default.

d. Change the font size to 16.

10. We would like this Local Message Display to display messages from the RapidMix Local Message File, which we imported into the application. The messages will be triggered by the [shortcut]MixSteps tag. Follow steps a-d to configure the Local Message display.

98 of 255

a. Click on the ellipses button to browse the Local Message File. b. Select RapidMix then click OK to close.

c. Select the Connections tab and browse to the [shortcut]MixSteps tag. In the tag browser expand Shortcut, select Online then on the right side select the MixStps tag. The value of this tag will determine which message will be displayed.

d. Click OK to close.

18. The Local Message Display should look similar to the one below:

99 of 255

19. Save the display, then close.

20. View the Local Messages in action! Go back to the running client and launch the Rapid Mix Process Steps display from the Rapid Mix Overview display. Follow steps a-c. a. Click the Rapid Mix Process Steps button to open the display.

b. Click the START button at the bottom of the Rapid Mix Process Steps display to start the process. It may be already started.

c. Follow the Local Message steps/instructions and watch the animation in the Rapid Mix Overview display.

100 of 255

23. Click on the exit button to close the client.

Section 5: Alarming About This Section

In this section, you will: Read about types of Alarming Systems o o o Read about FactoryTalk Alarms and Events Read about FactoryTalk Alarms and Events Configuration Enable Alarms and Events Alarm Summary design and runtime behavior Alarm Banner design and runtime behavior Alarm Log Viewer design and runtime behavior Alarm Status Explorer design and runtime behavior

Use FactoryTalk Alarms and Events Objects o o o o

Observe and Create Device-Based Alarms Observe and Create Tag-Based Alarms

Read about Types of Alarming

Alarms are an important part of plant control applications because they alert operators when something goes wrong. Often, it is also important to have a record of alarms, what time they occurred, and if they were acknowledged and by whom. FactoryTalk View SE supports the existing traditional HMI tag alarm system and the FactoryTalk Alarms and Events system. The choices you make will depend on factors such as the design of your application, the processes you need to monitor for alarms, the types of devices used in the application, and whether you want to build alarm detection into those devices. Traditional HMI Tag Alarm System In FactoryTalk View Studio, you can set up a complete alarm system. At run time, alarm monitoring occurs at the HMI server. If alarms are detected tag values outside the configured limits - notification is sent to connected FactoryTalk View SE clients, where operators can view and acknowledge the alarms. This is a traditional HMI tag alarm system. An HMI tag alarm system only detects alarms set up for tags in an HMI servers tag database. HMI tag alarm detection does not include FactoryTalk alarms. Use a traditional HMI tag alarm system if your application uses HMI tags for other purposes, and you want to monitor these tags for alarms. FactoryTalk View SE Clients receive

101 of 255

HMI tag alarm information by way of the FactoryTalk View SE Servers (also called HMI servers) that contain the HMI tags. Traditional HMI tag alarm data is not managed by FactoryTalk Alarms and Events services. To monitor and respond to HMI tag alarms, you must use the HMI tag alarm displays and logs available in FactoryTalk View SE. FactoryTalk Alarms and Events System The FactoryTalk Alarms and Events Services centralize the distribution of device-based and tag-based alarm data to run-time clients, through FactoryTalk alarm servers that you add to a FactoryTalk View SE application. device-based alarms, set up by programming alarm detection instructions directly into Logix5000 controllers. FactoryTalk View SE Clients receive device-based alarms by way of Rockwell Automation Device Servers (RSLinx Enterprise) that you add to a FactoryTalk View SE application. tag-based alarms, set up to specify alarm conditions for tags in older programmable controllers (PLC-5 or SLC 500), in third-party devices communicating through OPC data servers, or in an HMI servers tag database (HMI tags). FactoryTalk View SE Clients receive tag-based alarms by way of FactoryTalk Tag Alarm and Event Servers that you add to a FactoryTalk View SE application.

FactoryTalk Alarms and Events Provides a single, integrated set of alarm information. All participating FactoryTalk products work together to provide a consistent way to define, manage, log, and view alarm and event information across a FactoryTalk application. Streamlines alarm programming and eliminates polling with device-based alarm monitoring. If your automation system includes Logix5000 controllers, you can use pre-built alarm instructions, available in RSLogix 5000 v. 16 or later, to simplify coding, and then download to the controller. Device-based alarm monitoring eliminates the need for duplicating alarm tags in an HMI server and requires fewer controller communication resources by eliminating polling. Allows other controllers to participate in the integrated system with tag-based alarm monitoring. If your automation system includes older controllers, such as PLC-5s or SLC 500s, or if you prefer not to use the new alarm instructions with Logix5000 controllers, software-based tag servers monitor controllers for alarm conditions and publish event information. Allows monitoring alarms and events from third-party controllers. Tag-based alarm monitoring also makes it possible to monitor alarm conditions from third-party controllers, which communicate through OPC-DA servers. Provides accurate time stamps on alarm conditions that are generated from Logix5000 controllers using device-based alarm monitoring. With device-based alarm monitoring, time stamps are applied immediately in the controller and are not delayed until alarms reach an HMI server. To ensure accurate time stamps on device-based alarms, synchronize the clocks of all controllers that produce alarms. The event time is propagated throughout the FactoryTalk Alarms and Events system, so inaccurate time stamps can affect where alarms are displayed in the Alarm and Event Summary or the Alarm and Event Banner as well as reports about the alarm and event history. The Logix5000 Clock Update Tool which is included with RSLogix 5000 can be used to accomplish this synchronization. Sends process data with events and messages. You can associate up to four tags with each alarm to include process data with event information and alarm messages. Secures access to alarm and event operations through integration with FactoryTalk Security. Generates messages for logging, including audit messages that track operator actions, systemrelated diagnostic messages, and historical alarm and event messages.

102 of 255

Displays alarm messages and status information during run time, from FactoryTalk View graphic displays.

Add Database Connection

In the next section you will be configuring the alarm and event history support. We have added the RSlinx Enterprise server in Section 1.

FactoryTalk Alarm and Event Historian There is a FactoryTalk Alarm and Event Historian that performs historical logging of FactoryTalk alarm and event data (generated by one or more Rockwell Automation Device Servers (RSLinx Enterprise) or FactoryTalk Tag Alarm and Event Servers) to a database. This component also defines and manages database definitions between alarm and event servers and logging destinations. You can log historical alarms and events to a Microsoft SQL Server 2005 Express Edition (SP2) database (which can be optionally installed from the FactoryTalk View SE or RSLinx Enterprise CDs) or to your own existing Microsoft SQL Server databases.
Before you add and configure the Rockwell Automation Device Server you are going to create a database so you can also enable FactoryTalk Alarm and Event History logging in the next section. Alarming will be discussed in more detail later in the lab.

1. Expand the Connections folder in the Explorer Window. 2. Right-click on Databases folder, select the New Database context menu item

3. When the Alarm and Event Historian Database Properties opens enter: Definition name: FTAEHistory Database user name: administrator Database password: rockwell Database name: FTAE And leave the defaults for the other fields. Your properties dialog should look like this:

103 of 255

4. Click on OK. 5. When you are prompted with the Database does not exist message box: The database will be created. The database user will also be created. If the user already exists, the user will be assigned access to the database. Do you want to create the database? click the Yes button

6. After the database is created the dialog will close. Expand the Databases folder to confirm that it was created.

104 of 255

Enabling device-based Alarms and Events

To monitor alarms in a Logix5000 controller, Alarm and event support must be enabled in the Rockwell Automation Device Server (RSLinx Enterprise). The device server subscribes to alarms in the controller and then publishes the alarm information to FactoryTalk Alarms and Events services. We have already enabled the alarms in Section 1 but we did not enable Alarm and Event History. 1. Right-click on the server node RSLinx Enterprise, select the Properties context menu item.

2.

The RSLinx Enterprise Server Properties will appear. Leave defaults on the General tab. Follow steps a-e to enable Alarms and Events.
a. Select the Alarms and Events tab

b. Check the Enable alarm and event support option. If it is already checked, leave as is.

c. Check the Enable history option

d. Select the FTAEHistory database definition

e. Click the OK button

105 of 255

Ensure that the Shortcut is enabled to receive Alarms from our controller. 8. In the Studio Explorer, double-click on Communication Setup under the RSLinx Enterprise.

9. In the Communication Setup window that appears, select the shortcut called shortcut, and ensure that Enable Alarm and Events is set to Yes.

10. Below the Enable row you will notice a Buffer Timeout (min.) property. Leave the default setting of 20 minutes. You can specify the amount of time you want the Logix5000 controller to buffer alarms in the event that it loses communication with RSLinx Enterprise. You can enter the desired time in the Buffer Timeout Field in the Communications Setup editor. Keep the following in mind when specifying the alarm buffering time: The default value is 20 minutes To disable the alarm buffer, enter a value of 0 (zero). Select OK and a confirmation popup will appear. Select Yes to continue and close. Alarms are buffered until the buffer timeout expires or until the buffer in the controller is full. The timeout starts counting at the point RSLinx Enterprise and the controller stop communicating. Buffered messages appear only in the FactoryTalk Alarms and Events log database once the connection is re-established. In the event the buffer overflows, the following diagnostic message is logged: The Logix controller buffer indicated that the alarm buffer overflowed, possible loss of alarm data occurred while disconnected. 11. Click OK on the Communication Setup and select Yes to the confirmation prompt if it opens.

106 of 255

In the next section, you will test your connection to the FactoryTalk Alarm and Events server for device-based alarms.

107 of 255

Using FactoryTalk Alarm and Event Objects

In this section, you will observe all of the FactoryTalk Alarm and Event objects in both runtime via the SE client and design time via FactoryTalk View Studio. You should have both FactoryTalk View Studio and the Client opened.

Alarm and Event Summary (display: Alarms) Use the Alarm and Event Summary object, embedded in a FactoryTalk View graphic display, to acknowledge, disable, suppress, filter, and sort alarms during run time. You must use the Alarm Status Explorer to un-suppress an alarm that has already been suppressed. Run Time: Alarm Summary Object

1. From the SE client, click the 2. The Alarm Summary display is opened.

button in the navigation display.

3. You probably dont see any alarms displayed, so click the Your summary should appear something like this:

button to generate some.

4. Select a row in the summary list to see details about the alarm in the details pane.

108 of 255

5. Mouse over the toolbar on the Summary to see what the configured buttons do (read the tool tips).

Observe also the Status Bar at the bottom of the Summary. Mouse over those icons to see what information it is telling you (read the tool tips).

6. Select one of the predefined filters from the filter drop down list

7. Observe that the list and count are updated in the Summary, only showing you the filtered alarms. Note also that the Status Bar updates its counts according to what is being displayed. 8. Clear any selected filter by selecting (No filter).

button or double-click on the 9. Select a row in the Summary and click on the run alarm command row in the Summary. The FactoryTalk View Command defined in the controller is then executed.

Note: If the button is gray there is not a FactoryTalk View command associated with that alarm or the row is not selected. Select a row and try it again. For example, if you double-click on the CIPValve1 alarm, you will get the CIP Valve popup displayed.

109 of 255

Feel free to experiment by clicking more of the buttons in the tool bar to see what they do. Next well move on to using the Summary object in design time. Design Time: Alarm Summary Object In FactoryTalk View Studio. 10. From the Explorer, double-click on the Alarms display to open it.

11. Double-click on the Alarm and Event Summary Design View object in the display and the Alarm and Event Summary Properties will open.

DoubleClick

110 of 255

12. Click on each tab to look at all the properties.

A couple of things to point out here: Appearance The Run Alarm Command will be invoked when the operator double-clicks on an alarm in the Banner Button sizes and text fonts can be configured Columns Hide and show columns Resize columns Reorder columns Toolbar and Status Bar Hide and show buttons/panes Reorder buttons/panes Event Subscriptions This Summary object will subscribe to all events with any priority Display Filters This Summary object has preconfigured filters. These filters were preconfigured using the Alarm Name field that was configured for the alarm. Sort Configure sort order States Configure text and background colors for the alarm states and priorities Behavior The Run Alarm Command will be invoked when the operator double-clicks on an alarm in the Summary 13. Feel free to make configuration changes to the AlarmSummary display and perform a Test Display

in Studio. Alternately, you can save your changes and use the navigation display of the Client to open the display again to see your changes. 7. Close the Alarms display in FactoryTalk View Studio when you are done.

button on the

Alarm and Event Banner (display: Alarm Banner) Use the Alarm and Event Banner object, embedded in a FactoryTalk View graphic display, to monitor and respond to the most current alarms requiring immediate attention. Run Time: Alarm Banner Object In this section, we are going to use the Alarm Summary object described in the previous section to demonstrate the features of the Alarm Banner object. So just as in the previous section

111 of 255

1. From the SE client, click the 2. The Alarm Summary display is opened.

button in the footer display.

3. Click the

button to generate some alarms. There may be some alarms already.

4. Observe that the alarms appear both in the Alarm Banner located on the header of your client, as well as in the Alarm Summary. Alarm Banner

Alarm Summary

5. Now click the

button to programmatically clear the alarm status.

Observe how the alarms have cleared from the Alarm Banner but stay active in the Alarm Summary until they are acknowledged by the operator.

112 of 255

6. For the next step, click the

button to enable alarms again.

Then Close the Alarm Summary screen in the Client by clicking the 7. Select a row in the Alarm Banner in the header display and double-click. Click Click

button.

8. Observe that the Alarm Summary display is automatically launched. Note that this behavior is configurable and will be discussed on the next section. Design Time: Alarm Banner Object In FactoryTalk View Studio 9. From the Explorer, double-click on the Alarm Banner display to open it.

10. Double-click on the Alarm and Event Banner Design View object in the display and the Alarm and Event Banner Properties will open.

113 of 255

11. Click on each tab to look at all the properties.

A couple of things to point out here: General The Alarm and Event Summary command will be invoked when the operator double-clicks on an alarm in the Banner. This is why the Alarm Summary display appeated when you double-clicked on the row in the Alarm Banner. Button sizes and text fonts can be configured Columns Hide and show columns Resize columns Reorder columns Status Bar Hide and show panes Reorder panes Event Subscriptions This Banner object will subscribe to all events with any priority States Configure text and background colors for the alarm states and priorities Normal and unacknowledged alarms will not appear in the banner. 12. Feel free to make configuration changes to the Alarm Banner display and perform a Test Display in Studio. 13. Close the Alarm Banner display in FactoryTalk View Studio when you are done. Alarm and Event Log Viewer (display: AlarmLogViewer) Use the Alarm and Event Log Viewer object, embedded in a FactoryTalk View graphic display, to view and filter historical alarm information stored in Microsoft SQL Server databases. Run Time: Alarm Log Viewer Object

1. From the SE client, click the button in the navigation display, then click the Viewer button in the Alarm Summary display. 2. The AlarmLogViewer display is opened. 3. Select a row in the list to see details about the alarm. 4. Mouse over the toolbar on the Log Viewer to see what the configured buttons do. Design Time: Alarm Log Viewer Object 5. From the Explorer, double-click on the AlarmLogViewer display to open it.

Log

114 of 255

6. Double-click on the Alarm and Event Log Viewer Design View object in the display and the Alarm and Event Log Viewer Properties will open.

DoubleClick

7. Click on each tab to look at all the properties.

A couple of things to point out here: General The log must be selected Text fonts can be configured Columns Hide and show columns Resize columns Reorder columns Toolbar Hide and show buttons Reorder buttons Display Filters This Log Viewer object can have preconfigured filters. Notice that there is not an Event Subscription tab. This is a historical view of what is in the log (database). 8. Feel free to make configuration changes to the AlarmLogViewer display and perform a Test Display

in Studio. Alternately, you can save your changes and use the Summary display to see your changes.

button from the Alarm

9. Close the AlarmLogViewer display in FactoryTalk View Studio when you are done.

115 of 255

Alarm Status Explorer (display: AlarmStatusExplorer) Use the Alarm Status Explorer object, embedded in a FactoryTalk View graphic display, to enable or disable alarms and suppress or unsuppress alarms Run Time: Alarm Status Explorer

1. From the SE client, click the

button in the footer display, then click the

Status Explorer button in the Alarm Summary display. Or click the

Status Explorer icon from the Alarm Summary toolbar. 2. The AlarmStatusExplorer display is opened. 3. Mouse over the toolbar on the Status Explorer to see what the configured buttons do. 4. Select a row in the list and select the show details for selected alarm the details window then close. 5. Select a couple of rows and then click the suppress Suppress button to confirm. button from the toolbar. Review

button. On the Suppress Alarm pop up press

6. Click on a column header to see the list sort by that column. You may need to resize the columns to fully see text. 7. Click the suppress column until the suppressed alarms appear at the top of the list. 8. Select all the suppressed alarms and then click the unsuppress up press Unsuppress button to confirm. button. On the Unsuppress Alarm pop

9. Type *Valve2* in the name field for the Alarm source filter and click the Apply Filter button.

10. Observe the list is filtered to show only the alarms that contain Valve2 in the name.

11. Click the Cancel Filter button 12. Observe the list shows all alarms.

116 of 255

Design Time: Alarm Status Explorer 1. From the Explorer, double-click on the AlarmStatusExplorer display to open it. 2. Double-click on the Alarm Status Explorer object in the display. Nothing happens. You must right-click on the object and then select the Properties context menu item. Now, the Alarm Status Explorer Properties will open.

3. As in the previous steps, feel free to make configuration changes and perform a

Test Display or

Save your changes and

View your modifications in the Client.

4. Close the AlarmStatusExplorer display in FactoryTalk View Studio when you are done.

117 of 255

Read about Device-Based Alarms

Logix controllers will serve alarm information to FactoryTalk Alarms and Events Services with FactoryTalk View SE 5.0. Two new alarm instructions have been added to the Logix Controllers. These new instructions are available in the ladder logic, function block, and structured text programming languages. Digital Alarm (ALMD) A digital alarm is configured to monitor its input for one of the following alarm conditions: o o The input value equal to one The input value equal to zero

When the alarm condition is true, the alarm enters the In Alarm state. When the alarm condition is false, the alarm enters the Normal or Out of Alarm State. Analog Alarm (ALMA) An analog alarm can be configured to monitor for two types of alarm conditions: Level and Rate of Change. A Level alarm monitors an input for alarm conditions that go In Alarm when the input value goes above or below predefined limits. When defining a level alarm, you can configure up to four alarm level conditions each with limits (sometimes called thresholds), a severity and alarm message. The supported alarm conditions are: o o o o High High (HIHI) High (HI) Low (LO) Low Low (LOLO)

A Rate of Change alarm monitors an input for alarm conditions that go In Alarm when the input value changes faster or slower than predefined limits. When defining a level alarm, you can configure up to two rate of change conditions each with limits, a severity, and an alarm message. The supported alarm conditions are: o o Rate of Change Positive (ROC_POS) Rate of Change Negative (ROC_NEG)

Configuration Options Lets look at some of the configuration options and how they are related to the HMI. You can make any change to an alarm instruction while the controller is running. The changes take effect immediately and are displayed in the FactoryTalk Alarms and Events objects the next time the alarm changes state.

118 of 255

Severity The severity value can range from 1 to 1000, to indicate different levels of importance. Alarm severities are integer values, where 1 is the least severe, and 1000 is the most severe. For example, a level alarm may be configured with the HI level condition using a severity of 750 to warn that a vat is 80 percent full of liquid while the HIHI level condition could use a severity of 900 to indicate that the vat is about to overflow. Because 1000 different alarm severities can be cumbersome to work with, ranges of alarm severities are mapped to one of four (Low, Medium, High, Urgent) alarm priorities by the FactoryTalk Alarms and Events system. Minimum Duration The Minimum Duration specifies the minimum amount of time that the alarm condition must be true (the Input=1 in this case) before the alarm condition goes In Alarm. This setting is used to minimize false alarms. Associated Tags In many cases it is useful to have additional process information associated with an alarm. When an alarm is defined, you can associate up to four tags with the alarm. At run time, the tag values are recorded in the Alarm and Event History Log and can also be displayed in the Alarm and Event Summary or Alarm and Event Log Viewer, and embedded in alarm messages. The contents of the Alarm and Event Log Viewer can be filtered based on the value of an associated tag. Alarm Class To help group alarms, you might want to classify alarms that relate to each other in ways that do not include severity or priority. For example, you might want to group together alarms by function, such as those that monitor for valves that fail to open or close, pressure, temperature, equipment running, or tank levels. The alarm class is a text string of up to 40 characters that you enter when configuring an alarm. At run time, the value of the alarm class is recorded in the Alarm and Event History Log and can also be displayed in the Alarm and Event Summary or Alarm and Event Log Viewer. The contents of the Alarm and Event Summary or Alarm and Event Log Viewer can also be filtered based on the value of the alarm class. FactoryTalk View Command You can associate a FactoryTalk View command of up to 1000 characters with any alarm. The command is executed from the Alarm and Event Summary or Alarm and Event Banner when the operator selects an alarm and then clicks a button. The Summary and Banner can also be configured to execute the command when the operator double-clicks the alarm in the list. A common use for the FactoryTalk View command is to display a screen that shows an overview of the equipment related to the alarm.

119 of 255

Observe Configured Alarms in Logix 5000

If you would like to take a look at the alarms that have been configured for this lab, do the following. Open RSLogix 5000 1. Select the InstantFizz_Controller.ACD shortcut from the Start menu

Or double-click the InstantFizz_Controller.ACD from the location of C:\InstantFizz - Lab Files\RSLogix 5000 2. Go online with the controller by selecting the Communications > Go Online menu item.

3. If the Connected To Go Online dialog appears, select the Upload

button.

4. Navigate to the MainTask routine if you are not already there (double click to open) and select the Alarms subroutine..

120 of 255

View Digital Alarms 5. Observe the ALMD instructions. Click on the pages. button next to the one of the ALMDs to open the property

6. Observe the Configuration properties for the selected ALMD instruction

7. Close the dialog when you are done.

121 of 255

View Analog Alarms 8. Go to rung 4 of the ladder logic and observe the ALMA instruction. Click on the name to open the property pages. button next to the alarm

9. Observe the Configuration properties for the selected ALMA instruction.

Notice that the Low Limit input level is not enabled.

122 of 255

10. Go back to your SE Client momentarily and try to simulate the LO Limit alarm for the Motor Temperature from the Alarm Summary display.

You will see that nothing happens. 11. Return to the ALMA Properties in RSLogix5000. Enable the Low Limit for the MotorOverheatAlarm

12. Click on the Messages tab and configure a message for the Low Limit.

Tip: You may click on the

button to help you compose the message using runtime variables.

123 of 255

13. When finished composing your message, click OK then Apply to load your configuration changes to the Alarm and Events server. 14. Close the ALMA Properties dialog when you are done. 15. Again, go back to your SE Client momentarily and try to simulate the LO Limit alarm for the Motor Temperature from the Alarm Summary display.

Guess what? Now you see the alarm with the message you configured! 16. Return to RSLogix 5000.

Create your own device-based alarm in RSLogix5000

1. While you are online with your controller in RSLogix 5000 and looking at the Alarms subroutine from the previous section, double-click the (End) ladder rung to create a new one.

2. Click on the new rung to highlight it, then select an Examine On instruction from the Favorites tab on the Instruction toolbar.

Your rung should look like this:

Select an ALMD instruction from the Alarms tab on the Instruction toolbar.

124 of 255

Your rung should look like this:

3. Double-click on the ? of the Examine On instruction tag browser to find it.

and either type CIPAlarmTrigger[31] or use the

4. Double-click on the ? of the ALMD instruction

and type MyALMD. Right-click and select New MyALMD Click OK to accept the default tag declaration.

5. Fill-in the ProgAck, ProgReset, ProgDisable, ProgEnable parameters of the instructions by typing in the following:

125 of 255

6. Click on the next to the alarm name to open the property pages and type a message for the instruction.

Click OK to close the property pages. Your rung should look like this:

126 of 255

7. Click on the button to finalize all edits you made to the program and download them to your controller. Click Yes on the confirmation popup.

8. Right-click on the CIPAlarmTrigger[31] bit and select Toggle Bit to trigger your new alarm.

127 of 255

9. Go back to your SE Client momentarily and you will see your new alarm displayed in the Alarm Summary!

Creating Tag-Based Alarms

FactoryTalk tag-based alarms are set up by specifying alarm conditions for tags in devices that do not have builtin alarm detection. Use tag-based alarms to include these devices in an integrated FactoryTalk Alarms and Events system. You can set up tag-based alarms for tags in older programmable controllers (PLC-5 or SLC 500), for tags in thirdparty devices communicating through OPC data servers, or for HMI tags in an HMI servers tag database. You can also set up tag-based alarms for Logix5000 controllers that do support device-based alarms, if you prefer not to set up built-in alarm detection. FactoryTalk View SE Clients receive tag-based alarm data by way of Tag Alarm and Event Servers that you add to a FactoryTalk View SE application. Create a Tag Alarm and Event Server 1. From the Explorer, right-click on Area1 and select the Add New Server > Tag Alarm and Event Server context menu item.

2. On the General tab of the Tag Alarm and Event Server Properties page type FTAETagServer for the name.

128 of 255

3. Click on the Priorities and History tab, leave the settings at the defaults:

Notice the history is being logged in English and the tag alarms will be logged in the same database as the device-based alarms. 4. Click the OK button 5. Tag based alarms can be created and configured with the Alarm and Event Setup Editor. Double-click on the Alarm and Event Setup icon by first expanding the FTAETagServer in the Explorer.

6. The Alarm and Event Setup Editor will open. Notice that there are no alarms. You will use the import to create alarms. 7. Close the Alarms and Events Setup Editor.

129 of 255

Importing Tag-Based Alarm and Events 8. Right-click the FTAETagServer and select Import and Export

9. The Alarm Import Export Wizard will appear. Select Import alarm configuration from Excel file.

Click Next. 10. Specify the file to import

C:\InstantFizz - Lab Files\Alarm and Events \InstantFizz_Area1_TagFTAEServer_AlarmExport.xls Click Next. 11. Select the appropriate import method.

Click Finish.

130 of 255

12. The import will begin and when completed, you should see this:

Click OK. 13. Double-click on the Alarm and Event Setup icon under the Alarm and Event Tag Server in the Explorer.

And you should now see alarms in the configuration.

14. In the Alarm and Event Setup, click around the tabs and observe the contents to get yourself familiar with the control setup. When the input tags listed above are triggered, you will see these alarms in the same Alarm Summary that displays the device-based alarm instructions discussed in the previous section. 15. If desired, you may simulate one of these alarms by finding the appropriate Input Tag in RSLogix5000 and setting it to 1. For example, setting the tag AlarmLabelJam in the controller to 1:

Displays this in the Alarm Banner of the running client:

131 of 255

Create your own tag-based alarm 1. Tag based alarms can be created and configured with the Alarm and Event Setup Editor. Double-click on the Alarm and Event Setup icon under the Alarm and Event Tag Server in the Explorer.

2. The Alarm and Event Setup Editor will open. Click on the Digital tab and select the New Alarm icon.

3. When the Digital Alarm Properties panel appears, fill it in as follows:

Click OK.

132 of 255

4. Save the Alarm and Event setup and your new alarm will automatically be downloaded to the Alarm and Events Server.

And thats all you have to do! 5. Close the Alarm and Event Setup window. 6. If desired, you may simulate this new alarm by setting the controller tag AlarmFillerConvJam to 1 in RSLogix5000. You should see the new alarm appear in the Alarm Summary of your SE client.

133 of 255

Section 6: Global Objects About This Section

In this section, you will learn about:
Global Objects Create reference objects in a display, and view the display Using Global Object Parameters Reference Object Properties Modifying a global object, and view the changes in a display Design recommendations for working with global objects

Read about Global Objects

FactoryTalk View global objects allow you to link the appearance and behavior of one graphic object to multiple references of that object in the same application. Global objects are created on global object displays. In FactoryTalk View Studio, you create global object displays in the Global Objects folder, the same way you create standard graphic displays in the Displays folder. Changes you make to the base object are reflected in all of the reference objects linked to it the next time a display containing the reference objects are opened, or refreshed by closing and reopening them.

Global Object Parameters Global object parameters let you customize each reference global object instance with a specific tag(s) for that instance without having to break the link to the base object's tags and expressions. This means each reference object can have a unique data source(s), and still be able to be updated with changes to other aspects of the base global object. Parameter passing is dynamic, meaning it happens at runtime on the client. Global object parameters give you an alternative way of using parameter passing at design time.

Create Reference Objects

In this section of the lab, you will use a pre-created global object and add a reference objects on a display. You will use the parameter values to specify which tags you want to view and animate. You will then run the client to test your work.

134 of 255

Add pre-created Global Object displays

1. From the Explorer Window, add a pre-created Global Object display Right-click on Global Objects, select the Add Component Into Application. context menu item.

2. Browse to C:\InstantFizz - Lab Files\Global Objects, select the CIPComponents.ggfx file and click Open. 3. Open the CIPComponets global object - Expand the Global Objects folder in the Explorer, Double-click on CIPComponents

CIPComponents global object display.

4. Right-click on the tank global object and select Global Object Parameter Definitions

135 of 255

Right-click on the tank global object and select Global Object Parameter Definitions

5. Review the Global Object Parameter Definitions for the tank global object. Global object parameters are defined in base objects in global object displays. They let you customize each reference global object instance with a specific tag(s) for that instance without having to break the link to the base object's tags and expressions. When you copy a global object from a global object display onto a standard display from the Graphics folder, you can assign values to the global parameters in the resulting reference object.

136 of 255

We have defined parameters #1 - #5 and provided a description for each.

Click OK to close.

The placeholder parameters can be used in any object contained on the global object display but the Global Object Parameter Definitions are assigned at the top level group. 6. Open the CIP Overview display - Expand the Displays folder in the Explorer, Double-click on CIP Overview

7. Create a reference object on the CIP - Overview display Single-click on the tank global object (in the CIPComponents) to select, drag and drop it on the tank location of the CIP Overview display. You may need to bring the CIPComponents display to the front (by doubleclicking on the CIPComponents under Global Objects again) so that it is not covered by the CIP Overview display.

137 of 255

Drag and drop the tank from the global objects display into the CIP Overview display. Position the object in the location shown.

8. Move Sanitizer text on top of the tank, to indicate what this tank represents. Follow steps a-b. a. Right-click on Sanitizer text, select Arrange > Bring to Front. b. Move the text on top of the tank.

138 of 255

9. The newly added reference object should look as follows:

10. Close the CIPComponents global object. 11. Open the Global Object Parameters dialog on the reference object - Right-click on the reference object and select the Global Object Parameter Values context menu item.

Right-click on the reference object and select the Global Object Parameter Values context menu item.

139 of 255

The Global Object Parameter Values dialog is opened. Notice that there is a description for the #1 to #5 parameters. You will be browsing for several tags.

12. Assign tags for #1 - Click on the button under the Tag column for #1. When the Tab Browser opens navigate to {[shortcut]CIPFilling[3]}

Click the OK button

140 of 255

13. Repeat the above step for #2 - #5 using the tags below

Name
#2 #3 #4 #5

Tag
{[shortcut]CIPTimer[3].ACC} {::[shortcut]Program:Main.TempCalc[3]} {[shortcut]CIPTankColour[3]} {[shortcut]CIPActive}

Description
The value of the liquid in the tank while the tank is filling. The value of the liquid in the tank while the tank is emptying Colour of the tank CIP active?

The completed Global Object Parameter Values dialog should look as follows.

14. Click the OK button on the Global Object Parameter Values dialog. You can use the test display mode to test global objects. However, this global object uses parameter placeholders and even though we set the values they are ignored. Remember, not all FactoryTalk View commands work in test display mode and parameter placeholders are ignored. 15. Close the CIP Overview display and save.

Test Display
Now you will have to test the display in the client. 1. Go to the running Client file. If the client is not running launch it from Studio. Click the Launch SE Client icon.

Select the C:\InstantFizz Lab Files\ClientFile_DockedDisplays.cli then click OK

141 of 255

2. Click the CIP button from the navigation bar

3. What happens? The CIP - Overview display should be opened and you should see values and animations for all tanks. Each one of the tanks is a reference object to the tank global object. We have assigned unique Global Object Parameter Values for each tank, resulting in different colors, fill values and data for every tank.

4. To see the animation in action, press the CIP Repeat Cycle button.

Reference Object Properties

The reference object has a LinkBaseObject property that specifies the name and location of the base object the reference object is linked to. You cannot modify the LinkBaseObject property. If the specified global object display or base object does not exist, the reference object will appear in red outline, with a red cross on a white background. Once you have a reference object, you cannot easily change the object name in the base object. You will get a warning message when attempting to rename a base object. If you accidentally perform a name change or delete a base object, it can be restored. To restore the reference object, you must recreate the base global object with the same name, on the same global object display in order to allow the reference objects to work again.

A reference object has properties that link it to its base object. When a reference object is created, the global object defaults are used to set how the reference object will be linked to the base object. These properties can be modified after the object has been created. You can choose to break the link to the base object after the reference object is created. If you break the link the object will become a graphics

142 of 255

object and will no longer reference the base object. The values of the Link properties determine whether aspects of the reference objects appearance and behaviors are defined by the base object, or by the reference object itself.

LinkAnimation The LinkAnimation property determines whether the reference object uses the animation set up for its base object. Set up the LinkAnimation property of the reference object by selecting: Link with expressions, to use the animation, including expressions, set up for the base object. Link without expressions, to use the animation, excluding expressions, set up for the base object. This means you can set up the expressions for the reference object separately. Do not link, to set up animation and expressions for the reference object separately. For a Button push button object, the LinkAnimation property determines whether the reference object uses the press, release, or repeat actions set up for the base object. This is true when you select either Link with expressions or Link without expressions.

LinkConnections The LinkConnections property determines whether the reference object uses the connections set up for its base object. Set up the LinkConnections property of the reference object by selecting: True, to use the connections assigned to the base object. False, to set up connections for the reference object separately. In FactoryTalk View Site Edition, a reference object that is a tag label, trend, or Button push button with an action other than Command, always uses the connections assigned to its base object. You cannot set up connections for these reference objects separately.

LinkSize The LinkSize property determines whether the reference object uses the height and width set up for its base object. Set up the LinkSize property of the reference object by selecting: True, to use the height and width set up for the base object. False, to set up the height and width of the reference object separately. If you attempt to resize a reference object with its LinkSize property set to True, the object will snap back to its original size.

143 of 255

Look at the Global Object Defaults

1. Open up any display then from Explorer, select the Edit > Global Object Defaults menu item.

These are the default settings.

Global Object Default Settings The Global Object Defaults are now set to Link with expressions for the LinkAnimation properties and true for the LinkConnections. These have changed because Global Object Parameters allow you to use placeholders in the connections and expressions. This means each reference object can have a unique data source(s), and still be able to be updated with changes to other aspects of the base global object.
All the reference objects in this application have been created with these defaults. This means that any changes we make to the animation, connection, or size of the base object will be reflected in the reference object. 2. Click the Cancel button to close the Global Object Defaults dialog. Look at the Reference Properties 1. From Explorer, Open the CIP Overview display that we just modified. 2. Open the Property Panel

144 of 255

Right-Click on our Sanitizer tank and select Property Panel.

3. Observe the reference object properties

Reference object Properties you can view the Global Object display name and base object name, that this reference object is linked with.

4. When you are done close the display.

145 of 255

Modifying Global Objects

What happens when you think you have your application all done and then you get a change request? The change could be adding a new item to a display or changing colors on an animation. Global objects allow you to make the change in the base object and the reference objects will inherit that change. This makes maintaining your application a lot easier. You will be modifying the CIPComponents Global Object.

Modify Text
We will change the color of text that is used several times in the CIP Overview display. Instead of changing the color property several times for each reference, we will only change it once in the base object and every reference object will reflect that change. 1. From Explorer, open the CIPComponents Global Object 2. Open the Object Explorer by selecting View > Object Explorer menu item. 3. Find the Text1 object in the Object Explorer.

4. Double-click on Text1 to open the Text Properties dialog.

146 of 255

After Text1 properties have been opened, change the Fore Color of the text to RED.

5. Click the OK button. 6. Save the global object. 7. Go to the running Client

8. Click the Close CIP button in the top right corner

9. Click the CIP button from the navigation bar

147 of 255

10. Notice four reference objects have been changed

So we made a change in 1 place, the base object and the 4 reference objects now reflect the change. The text label change would have been updated in all of the reference objects regardless of what the link properties were set to.

148 of 255

Section 7: Security About This Section

In this section, you will learn about: Security Creating a User and User Group Configuring Action Security Configuring Runtime Security - Assigning security codes (A - P) o o o Users and User Groups Commands Display Settings

Verifying Security Settings

Read About Security

For FactoryTalk products like FactoryTalk View SE, the FactoryTalk Directory stores information about which users are allowed access to the parts of a control system. FactoryTalk Security uses this information to provide two basic services: User authentication verifies the users identity, and whether a request for service actually originated with that user. User authorization verifies the users request to access a software resource, based on the access rights and privileges defined for that user. For example, when a FactoryTalk View SE network application user logs on to FactoryTalk View Studio, FactoryTalk Security services verify the users identity first. If authentication succeeds, security services check permissions assigned to the user, to authorize actions performed on secured parts of the application. In a network application, security services also check whether the user is allowed to perform authorized actions on the current computer. In addition, FactoryTalk Security services manage system-wide policies, such as how often users must change their passwords, or whether users can back up and restore applications. The security system is extremely powerful. Some particular considerations: You can enforce line-of-sight security by restricting operators to specific computers that are within visual range of the machine or process. Inheritance allows you to define basic levels of access for a broad set of users, across a FactoryTalk-enabled system. You can then refine security settings for selected users as necessary, by overriding inherited permissions on lower-level resources.

149 of 255

In a FactoryTalk View Site Edition application, an HMI server always inherits the permissions assigned to the area in which it resides. You cannot set up access to an HMI server separately. You can explicitly deny rights to certain users from all computers or from specific computers. Selecting the Deny check box for an action denies permission explicitly. This always takes precedence over allowing permission. If a user belongs to two different groups, and one group is allowed to delete applications but the other group is denied that permission explicitly, then the user will not be allowed to delete applications.

Security Following installation of the FactoryTalk View SE software, the All Users account is automatically added to the Runtime Security list and allowed all run-time security codes. This gives any FactoryTalk View SE Client user permission to run a client, open displays, write to tags, and execute commands and macros. In a secured FactoryTalk system, you must remove the All Users account, add users to the Runtime Security list, and then give the users the security permissions needed to run an application.
After the FactoryTalk View SE software is installed, all users have full initial access to network and local applications on the computer. There is no need to log on, to run FactoryTalk View Studio, the FactoryTalk View SE Administration Console, or a FactoryTalk View SE Client. The current Windows user is automatically logged on to FactoryTalk View SE. However, you do need to log on and off to change users, or to gain access to secured parts of the FactoryTalk system.

FactoryTalk View Runtime Security

FactoryTalk View Runtime Security manages run-time security for HMI project components, including FactoryTalk View commands and macros, graphic displays, OLE objects, and HMI tags. In FactoryTalk View Studio, you can secure access to HMI project components by assigning security codes (A - P) to users and user groups (in the Runtime Security editor); to commands and macros (in the Runtime Secured Commands editor), to graphic displays and OLE object animation (in the Graphics editor), and to HMI tags (in the Tags editor). Before you can assign FactoryTalk View security codes to users and user groups, you have to create the user and user group accounts in FactoryTalk Security, and then add them to the Runtime Security editor.

Creating a User and User Group

When setting up security for a FactoryTalk View application, it is recommended that you create group accounts and set up access permissions for them first. Using group accounts makes it easier to assign and manage permissions for multiple users with similar security needs. Rather than assigning permissions to each user in the system, you can create accounts for new users, and then add the users the appropriate groups.

150 of 255

You are going to create a new user and user group. You will assign the user to a user group. You will do this from FactoryTalk View Studio. 1. From the Explorer, expand the Users and Groups folder. 2. Right-click on the User Group folder, select the New > User Group context menu item.

3. The New User Group dialog will be opened. 4. Type Operators in the Name field

5. Click the

button

6. The Select User or Group dialog will open, Click the Show users only radio button and click Create New > User menu item.

151 of 255

7. The New User dialog will open. Type CIPOperator for the user name, check the user cannot change password, check the password never expires, and type password for the password. Follow steps a-f to configure.

a. Type CIPOperator

b. Select User cannot change password c. Select Password never expires

d. Type password e. Type password

f. Click the Create button

8. Confirm the fields. Click the Create button. 9. You will be back at the Select User or Group dialog. Select the CIPOperator and click the button.

10. You will be back at the New User Group dialog. CIPOperator should be in the Members list:

152 of 255

11. Click the Create button. 12. Operators will appear under User Groups and CIPOperator will appear under Users in the Explorer.

Configuring Action Security

When setting up security, you can specify which actions a user or group can perform on the resources in your system while working from a particular computer or group of computers. In a FactoryTalk Local Directory, actions can only be performed from the local computer the FactoryTalk Local Directory does not contain any computer accounts.

Action An organized activity performed on a resource in order to accomplish an objective. Actions are grouped into categories. In addition to a set of common actions that apply to most FactoryTalk products, each product can also include its own set of actions. For information about those actions, see Help for the FactoryTalk product. Resources The objects in a FactoryTalk system for which actions can be secured. Each FactoryTalk product defines its own set of resources. For example, some products might allow you to configure security for resources such as servers in an area. Other products might allow you to configure security for logic controllers and other devices. FactoryTalk Administration Console allows you to configure security for the System folder and its contents, applications, areas, and many other items. Do not confuse resources with resource groupings: resource groupings allow you to group together control hardware represented in the Networks and Devices tree, and then configure security for the grouping in one step.
Lets specify that our operators cannot perform certain alarming actions. 1. From the Explorer, right-click on InstantFizz and select the Security context menu item

153 of 255

2. Security Settings for InstantFizz dialog appears. Click the Add button.

In the Security Settings for InstantFizz, click the Add button.

3. The Select User or Computer dialog appears. Select the Operators and click the OK button.

154 of 255

4. While the Operators group is selected, expand the Alarming action, Check the Deny check box next to Alarming and check the Allow checkbox next to Acknowledge. You are only allowing the operators to acknowledge FactoryTalk Alarm and Events Alarms. They cannot perform the other actions.

155 of 255

Your dialog should look like this.

5. Click the OK button. When prompted with this message,

select the Yes button. 6. The Security Settings for InstantFizz dialog closes.

156 of 255

Configuring Runtime Security

After you have created users and user groups in FactoryTalk Security, you add them to the security accounts list in the Runtime Security editor in FactoryTalk View SE. When you add an account, you also assign the security codes that will give them access to secured HMI components. (Secured HMI components are those that have been assigned security codes.) These codes (A through P), along with those assigned to HMI project components, determine which components a user has access to at run time. To restrict access to a command, macro, graphic display, OLE object verb, or HMI tag, you assign a security code from A through P to it, and then assign that code only to the users who are supposed to have access to the component.

Assign Security Codes to Users and User Groups

1. Double-click on the Runtime Security icon in the Explorer

Or Select the Settings > Runtime Security. menu item.

2. The Runtime Security dialog is opened.

157 of 255

3. Click on the Security Accounts 4. The Security Settings for InstantFizz dialog is opened. 5. Select the Add button. 6. The Select User and Computer dialog is opened.

button.

7. Select the Operators

and click the OK

button.

8. The Select User and Group dialog is closed and the Operators group is added to the Users list. While it is highlighted, expand the FactoryTalk View Security Codes actions. Select the Deny checkbox for A. Your settings should look like this.

9. Click the OK button.

158 of 255

10. When prompted

Select the Yes button. 11. Select the Close button on the Runtime Security dialog 12. When prompted with the message Save changes to document? Select the Yes button. 13. The Runtime Security dialog closes.

Assign Security Codes to Commands

Security can be assigned to commands to limit who can execute them. 1. Select the Settings > Runtime Secured Commands menu item.

2. The Runtime Secured Commands dialog is opened. Expand the window to see all the fields. 3. Click in a cell in row 2 to select it.

4. Click the button next to the Command field.

159 of 255

5. The Command Wizard is opened.

6. Observe all the commands that can be assigned security codes. Select the DisplayClientClose command from the Logic and Control > Display Client folder then click Finish.

Select the DisplayClientClose Command then click Finish.

7. Observe the Security Code drop down list that can be used to assign a security code to a command. Select Security Code A, then click Accept.

160 of 255

8. Click the Close button on the Runtime Secured Commands dialog. 9. When prompted with the message Save changes to document? select the Yes button. 10. The Runtime Secured Commands dialog will close. We have secured the DisplayClientClose command. Only users with Security Code A will be able to stop the running client.

Assign Security Codes to Displays

Security can be assigned to displays, to limit who can have access to certain displays. You will assign the A security code to the CIP-Valves display. 1. Open the CIP-Valves display from the Explorer.

2. Select the Edit > Display Settings 3. The Display Settings dialog will open.

menu item.

161 of 255

4. Select the A from the Security Code drop down list.

Set the display Security Code to A.

5. Click the OK button. 6. Save the display.

7. Close the display. We have secured the CIP - Valves display. Only users with Security Code A will be able to access this display.

Assign Security Codes to Tags

Security can be assigned to tags, to limit who can write to certain or all tags. 1. Open the tag database from the Explorer window. Double-click on Tags to open.

162 of 255

2. The Tags dialog is opened.

You can assign Security Codes to Tags, to prevent users from being able to write to certain tags.

3. Click the Close button on the Tags dialog. 4. When prompted with the message Do you wish to continue? select the Yes button.

5. Using the tag database we can secure individual tags and assign permissions to them. The users will be able to write to some tags but not to others. If there is a need to secure ALL tags for a certain user group or user, then we can deny the Write action for this user.

163 of 255

6. From the Explorer, right-click on InstantFizz and select the Security context menu item

7. Security Settings for InstantFizz dialog appears.

You can select the user group or user (for example Operators and in the Common Permissions deny the Write action.

8. Click Cancel to exit.

164 of 255

Verifying Security Settings

In this section you will verify your security settings with the client. You will login in as the CIPOperator and then try to suppress an alarm. First you will try to suppress it from the Alarm display, then from the CIP Valves display. Your attempts should fail because of the security settings. Lets see what happens. 1. Go to the running client. Launch the client if it is not open. 2. Click on the Overview button on the navigation display to go to the plant overview.

3. Click the Security button to open the security pop-up display. Then click on Log In.

a. Click on Security button.

b. Click on Log In button.

5. Login as the new user CIPOperator using the password of password. Then click OK. Note user name is not case sensitive.

6. The information message CIPOperator has been logged in. will appear in the diagnostics list. 7. Close the Security pop-up window.

165 of 255

Close

8. Click on the

button from the navigation display.

9. From the CIP display click on a tank valve. The valves have Touch animation associated with them, which when clicked opens the CIP Valves display.

9. Click on the valve to launch the CIP Valves display.

10. What happened? Nothing! The message Currently logged-in user does not have security access to CIPValves. will appear in the diagnostics list. The display setting security worked!

166 of 255

11. Click on the

button in the footer display.

12. The Alarms is displayed. We did not secure this display. We only secured the CIP Valves display.

13. Select a row (alarm) in the summary list and click on the suppress

button.

14. When the Suppress Alarm dialog comes up, click the suppress button to confirm that you want to suppress the alarm.

15. What happened? There is a message right? The message should read something like Failed to Suppress Alarm alarm [alarm name] TCIPOperator does not have Suppress/Unsuppress permission. The message will appear in the diagnostics list. If the option to display errors from operator action in a dialog was checked when configuring the summary (which it was originally), a dialog with the message will appear. If the message dialog appears, click the OK button.

The actions security worked! 16. Select an alarm in the list and then click on each of the first 4 buttons (enable alarm, disable alarm, suppress alarm, unsuppress alarm) to try to perform these actions. Observe what happens. The actions are secured and the operator cannot perform them.

167 of 255

17. Right-click on an alarm in the summary and select one of the Ack context menu items.

18. The alarm will be acknowledged because the CIPOperator has permission to perform that action.

19. Close the Alarms display. 20. We have assigned security to the command DisplayClientClose. Only users with security code A will be able to execute this command. Our CIPOperator does not have security code A permission. Lets verify command security. 21. Click on the Exit button in the navigation window to close the running client.

22. What happened? The client did not close. A message will appear in the diagnostics list, indicating that the current user does not have the permissions to close the client.

4. Click the Security button to open the security pop-up display. Then click on Log In.

168 of 255

a. Click on Security button.

b. Click on Log In button.

23. Login as the new user administrator using the password of rockwell. Then click OK. Note user name is not case sensitive.

24. The information message administrator has been logged in. will appear in the diagnostics list. 25. Close the Security pop-up window.

Close

26. Perform some of the steps above. Do not close the client at this time. You should be able to open the CIP Valves display and perform all actions on the alarms.

169 of 255

Section 8: Data Logging and Trending About This Section

In this section, you will learn about: Runtime Exploration Data Logging Trending Configuration Exploration Historical Trending Runtime Trending Data Log Models Configuring Methods using the Invoke command You will be using the CIP Sensor Trend display and CIP data log model that we will add Adding existing HMI Components.

Runtime Exploration Data Logging

Data logging is a FactoryTalk View component that collects and stores tag values. You specify which tag values to collect, when to collect them, and where to store them by defining a data log model. The HMI tag database does not store actual tag values; it only defines which values are to be collected. The values themselves are stored on a given HMI server. When the HMI server is turned off, the value table is cleared (excluding retentive tags). To have a permanent record of tag values, log them to the data log file on disk. Remember: controller tags will keep their value when an HMI server is powered down because theyre located within the controller; theyre not HMI (or memory) tags stored on the server itself. To log tag values to disk, you create a data log model and specify the tags that are to be logged. This is done in the Data Log Model editor. The values can also be logged to an ODBC-compliant database. An application can have up to 20 data log models running at a time. The maximum number of tags that can be logged by one data log model is 10,000.

Trending
A trend is a visual representation, or chart, of current or historical tag values. A trend provides operators with a way of tracking plant activity as it is happening. The trend object displays real-time data and historical data from the FactoryTalk View Site Edition data logs. Pens on the run-time chart represent data from the tags and expressions that you add to the trend object. The trend object provides extensive, flexible run-time control. You can add pens, toggle between isolated and non-isolated graphing, specify unique line settings, plot one variable against another in XY plots, and print chart data. There are two different types of Trending

170 of 255

Historical Trending o Historical Trending is when a trend polls data from a data log that is previously configured. This will allow the user to browse through a timeline to look at the data over a given period of time.

Runtime trending o A Runtime trend displays data trends directly from the processor. The trend will start trending its runtime data from the time its first loaded on the display.

Configuration Exploration Data Log Models

1. Add the pre-configured datalog model to your application. From the Explorer, navigate to Data Log > Data Log Models > Add Component Into Application Right-click on Data Log Models then select Add Components Into Application 2. Browse to C:\InstantFizz Lab Files\DataLog and click Open to add the CIP.mdf file

3. Double-click on the CIP datalog to open.

171 of 255

4. The CIP Data Log Model dialog opens to the Setup tab.

This is a pre-configured System DSN pointing to a database that is called ODBC_InstantFizz. For this example the ODBC data source points to Microsoft Access. An alternative could be SQL Server.

Click the Create Tables button.

You can set up logging to log to a file set or to log to any database that you can connect to with ODBC.
The data log model can be configured to be stored as a file set or an ODBC database. Notice that this data model is being stored in an ODBC database. There is a System Data Source Name (DSN) called ODBC_InstantFizz that points to a Microsoft Access database called ODBC_InstantFizz. An ODBC System DSN stores information about how to connect to the indicated data pointer. If you want to see how the System DSN was configured, Select the Start > Settings > Control Panel menu item. From the Control Panel, select Administrative Tools, and then select Data Sources (ODBC). Look at the System DSN tab and the DSN called ODBC_InstantFizz. 5. Click the Create Tables button if you havent already done so. You should get a FactoryTalk View Datalog Editor message saying ODBC tables were successfully created. Click the OK button.

172 of 255

6. Click on the Paths tab.

Notice Enable ODBC Backup Path is enabled.

This configuration tab is used to set the file location of the data logs. This is useful if you have a distributed network set up; you will want to store the logs to one common location instead of on each individual HMI server on the network.
Notice that the Enable ODBC backup path was selected and a logging path was specified. If the connection to the ODBC database fails (Microsoft Access) you will be able to see the historical data in the trend display because of the secondary Backup Path. 7. Click the File Management tab

This configuration tab is used to configure how long you want to keep logging to individual files until you either create a new file or delete older files.

173 of 255

8. Click the Log Triggers tab

This configuration tab is used to decide how often and based upon what event the log should be updated.

174 of 255

Notice that the trigger for logging is On Change.

Trigger is Periodic

Log periodically every 3 seconds.

The data log can be configured to log Periodically, On Change, or On Demand. Periodic To log tag values periodically, select Periodic, then type a time in the Interval field and select a time unit to specify how often tag values will be logged. All tags will be logged each time this interval expires. On Change On Change logging only logs tags whose values have changed. Use the On Change trigger to log tag values once a certain percentage of change in the value has occurred. The percentage is based on the tag's minimum and maximum (or High EU and Low EU) values. For example, specifying 10 means a tag's value must change by 10 percent to be logged. This applies to analog HMI tags only. For data server tags and digital and string HMI tags, which do not have minimum/maximum properties, every change is logged. On Demand

175 of 255

Choose On Demand as the trigger, to log data only when the FactoryTalk View command DataLogSnapshot is issued. This command can be given anywhere that other FactoryTalk View commands and macros can be. For example, it could be typed in the command line, or specified as the action for an event. If you specify Periodic or On Change, you can still use on demand logging whenever it is appropriate.

9. Click the Tags in Model tab

This configuration tab is used to select what information is logged. You can add or remove different tags from this menu using the tag browser.
10. Notice 6 tags have been added to the model. 11. Click the OK button to close the CIP Data Log Model dialog

Configuring Trends

Do not add a new trend or change this one. You can do so at the end of this section.
1. From the Explorer, double-click on the CIP Sensor Trend display to open it. The Trend object can be created by selecting the Objects > Advanced > Trend menu item

or by selecting the Trend button on the menu bar

2. Double-click on the grid of the Trend object. 3. The Trend Properties dialog will open. Lets get familiarized with trend properties and capabilities. 4. Click on the General tab. The general tab contains several configurable properties. The Chart Style determines the plotting style of the chart. A trend chart can either plot values against time or against a selected pen.

176 of 255

A trend chart can either plot values against time or against a selected pen.

5. Click the Pens tab. 6. Notice that the Model column has CIP which is the data model that was created.

177 of 255

These pens were added by selecting the Add Pen(s) from Model button. The Configure Tags dialog opened. The Add All button was selected to add all the tags. Then the OK was clicked to accept the changes. 7. Click on the X-Axis tab. Use this tab to set up the time range and display options for the chart's run-time horizontal axis. The Time Span controls the amount of data that displays on the run-time chart. For a standard line chart, the time span controls the chart's horizontal scale. For an xy plot, the Min and Max properties (set up on the Pens tab) of the selected pen control the horizontal scale, and the time span controls the number of data points plotted.

The Time Span controls the amount of data that displays on the run-time chart.

8. Click on the Y-Axis. Use this tab to set up the minimum/maximum value options, display options, and scale options for the chart's run-time vertical axis. For example, Isolated graphing places each pen in a separate band of the chart. To allow pens to overlap, you would need to clear the check box.

178 of 255

You can set the Minimum/Maximum values of the trend.

Each pen can be displayed in a separate band of the chart (isolated) or all pens can overlap.

9. Click on the Overlays tab. With the trend object, you can capture and save a snapshot of graphed data at run-time and then layer that saved data over current data in a trend. This feature allows you to overlay and compare historical data with current data or any multiple sets of data.

You can capture a snapshot of runtime data and overlay it over current data in a running trend.

179 of 255

10.

Click on the Template tab. Use this tab to save the settings for the current trend as a template, to load another template for the current trend to use, or to delete a template. The settings that are saved for the template are those from the General, Display, Pens, and X and Y Axis tabs. A template can be applied to all trends in an application to create a consistent appearance. You can load templates during design time and runtime.

You can save current trend settings in a template, than load the template when needed, during design time or runtime.

We will import several pre-created templates into the application. But first we will complete reviewing the Trend properties and capabilities. 11. Click on the Runtime tab. Use this tab to determine which trend options are available to operators at run time. To prevent operators from changing these options, the Runtime tab is not available at run time.

180 of 255

12. Click the Cancel button on the Trend Properties dialog to close the dialog. 13. Lets import a few pre-created templates into the application. 14. In the Explorer window, right-click on Trend Templates and select Add Component Into Application

15. Browse to C:\InstantFizz - Lab Files\Trend Templates, select all the files and click Open.

181 of 255

16. In the CIP Sensor Trend display Double-click on the Start properties.

button to open the button

17. Click the Action tab and look at the Press action. This command DataLogOn CIP starts the data logging for the model.

The datalogon command can be placed in a start-up macro as well. When the client is launched, the dataloggging is started automatically from the start-up macro. 18. Click the Cancel button to close the button properties.

19. Double-click on the Stop

button to open the button properties.

20. Click the Action tab and look at the Press action. This command DataLogOff CIP stops the data logging for the model.

21. Click the Cancel button to close the button properties. 22. Close the CIP Sensor Trend display. If prompted to save changes, select the No button.

Viewing the Trend at runtime

1. Go to the running client. If you have any open pop-up displays, please close them.

2. Click the CIP button

button from the navigation display. Then click on CIP Trend

button in the top right corner 3. The CIP Sensor Trend will be displayed.

182 of 255

4. Click the Start

button. The start button will start historical logging.

5. While the CIP Sensor Trend display is open, click on the CIP Repeat Cycle button on the CIP Overview display to start the CIP clean.

6. The CIP data is being logged. Observe the trend in the CIP Sensor Trend display. To view the data of another CIP cleaning cycle, click the CIP Repeat Cycle button again.

CIP data trend.

Configurable trend legend.

183 of 255

7. Earlier we have executed the DataLogOn command with the START button. The trend historical data is stored in the Microsoft Access database. If we close the trend and then re-open it, we will still be able to view our CIP cycle from a few minutes ago.

You can try it. Click the close button

on the CIP Sensor Trend display. Then re-

open the trend display from the CIP Overview display. You may need to Scroll back on the trend to see the CIP cycle data.

8. The CIP Sensor Trend display contains several buttons to demonstrate trend functionalities and capabilities.

9. As seen earlier, the trend can be configured to display data in different time spans, for example 2 Minutes, 1 Hour, 1 Day etc. To view the different time spans at runtime, the trend configurations can be saved to templates, such as the templates we had imported earlier. The templates can then be loaded at runtime using the Invoke command. 10. Go back to FactoryTalk View Studio and open the CIP Sensor Trend display (if it is not

already open). Then double-click on the 2 Minutes button. 11. The Button Properties window will open. Select the Action tab.

Invoke command to launch the template called 2Minute at runtime.

184 of 255

12. Click the Cancel button to exit the button properties. 13. Go back to the running client. Click on the different time spans buttons to see the trend object X-Axis change.

14. You can also use templates to switch between different pen views: Isolated pens or all pens on one scale. Click on the Pen Display buttons to see the pens change.

Isolated pens. Each pen has a separate trend band. Notice the Y-axis.

185 of 255

All pens on 1 Scale. Notice the Y-axis.

15. Many objects in FactoryTalk View SE have Object Methods for additional object functionality. You must use Invoke commands to call a Method. Lets explore some Object Methods for the trend object. 16. Go back to FactoryTalk View Studio and the CIP Sensor Trend display. 17. Righ-click on the trend and select Methods.

The Object Methods dialog box appears. It displays methods and properties implemented in the selected trend object. A method is a function that is part of an object.

186 of 255

Explore the different methods available.

18. Click Close. 19. Lets see an example where the Object Methods can be used. We have already used the LoadTemplate method to load our Time Span templates. Double-click on the Print Trend button on the CIP Sensor Trend display. 20. In the Button Properties, select the Action tab. The Invoke command was used to launch the PrintTrend Method.

Always use the Invoke command to call a method. When you use the Invoke command to call a method, you need to specify the name of the object in which the method is implemented. In our case the name of the object is Trend1. For help on how to use the Invoke command, go to FactoryTalk View Help and search for Invoke. 21. Click cancel to exit the Button Properties. 22. Lets see our PrintChart method in action. Return to the running client. On the CIP Sensor Trend display click on the Print Trend

187 of 255

button. 23. The Print properties will open. In this example, we are printing to a Pdf file.

24. Click OK. 25. The print dialog will open.

26. Type a file name and click Save. You can open the saved PDF file to view the printed trend.

188 of 255

27. As discussed in Configuring Trends section, many of the trend properties can be configured to be accessible during run-time. Right-click on the trend in the client and explore the options.

189 of 255

Section 9: FactoryTalk Diagnostics Setup and the Viewer About This Section
In this section, you will learn about these topics: FactoryTalk Diagnostics Diagnostics List Diagnostics Viewer Diagnostics Setup o o o Configuring the FactoryTalk View Diagnostics List Configuring the Local Log ODBC Database as a message source

Read About FactoryTalk Diagnostics

The idea behind FactoryTalk Diagnostics is to answer the question, "Why did that happen?" FactoryTalk Diagnostics collects and provides access to a global store of time-and-date stamped messages that can help answer that question. The FactoryTalk Diagnostics service includes a Diagnostics Setup editor, a Diagnostics Viewer, and a Local Log on each computer where the FactoryTalk Services Platform is installed. Other custom logging destinations are also available. For example, the FactoryTalk AssetCentre software product provides customized FactoryTalk Audit Logs. Use the Diagnostics Setup editor to set up options for logging destinations and to filter the types of messages you want to log on the local computer. Use the Diagnostics Viewer to review diagnostics messages. You can view both local messages and messages retrieved and merged from logs on multiple computers. FactoryTalk View SE, FactoryTalk Alarms and Events, and other FactoryTalk software products are all sending messages to one Local Log and to one FactoryTalk Audit Log on one computer. When you set options for a particular logging destination, the options you choose affect the log on this computer that any number of FactoryTalk products may be using. Likewise, when you configure message routing options, the filtering options you choose affect the types of messages routed from all FactoryTalk products that send messages. Each FactoryTalk product and service categorizes the messages that it generates using a matrix of Severity options (Error, Warning, Information, and Audit) together with Audience options (Operator, Engineer, Developer, and Secure). For example, a product might generate a series of security messages classified as Operator-Audit and Operator-Information, and also generate a series of communication messages classified as Operator-Warning, Engineer-Warning, and Developer-Error. Diagnostics information can be displayed in the Diagnostics List or in the FactoryTalk Diagnostics Viewer.

190 of 255

The Diagnostics List is intended to show messages as they occur. Messages displayed in the Diagnostics List are not time stamped. The Diagnostics Viewer provides a way to retrieve messages after they occurred. New messages do not appear in the Diagnostics Viewer. A refresh can be done to reload the messages. Messages that appear in the Diagnostic Viewer are time stamped so you know when they occurred.

Diagnostics List
The Diagnostics List can be displayed in a FactoryTalk View Studio window, FactoryTalk View SE Client, and FactoryTalk View Administration Console window. You have used the FactoryTalk View Diagnostics List in earlier sections of this lab. You can clear messages from the Diagnostics List by selecting a row or multiple rows and clicking the Clear button or by clicking the Clear All button. Removing a message from the Diagnostics List does not delete the message from the Diagnostics log. Removing a message from one Diagnostics List does not remove it from another Diagnostics List. I.e., removing a message from the View Studio window does not remove it from the View Client window. When the application (View Studio, View Client, or View Administration Console) starts new messages begin to get logged to the list. Old messages will be removed from the list as new ones come in and the message limit has been reached. When the application is closed, the list is cleared.

Diagnostics Viewer
The FactoryTalk Diagnostics Viewer allows you to view both local messages and messages retrieved and merged from multiple products running on multiple computers logging to multiple destinations.

Open the Diagnostics Viewer

1. In FactoryTalk View Studio, from the menu, select the Tools > Diagnostics Viewer menu item Or select the Start > Diagnostics Viewer menu item. 2. The FactoryTalk Diagnostics Viewer will open. When the Diagnostics Viewer window is open, new messages do not appear automatically. To refresh the view and reload messages, press the F5 key or click the Refresh button.

191 of 255

3. Mouse over the toolbar and look at the menus to see the operations you can perform with the Diagnostics Viewer.

Filter Diagnostics List

1. Select the View > Options menu item.

2. On the General tab of the Properties dialog, make sure message source is set to Local Log.

192 of 255

3. Click the tab on the Properties dialog. Move the Properties dialog so that you can see the items in the Diagnostic Viewer. Follow steps a e.

a. Select the Audience

c. Select Equals

e. Select the OK button

d. Select Developer

b. Click the Add Where Condition) button

4. Click on Apply from the Properties dialog. 5. Observe the list was updated but no messages appear in the list. Follow steps a-e to change the Audience from Developer to Operator. a. Select the Audience = Developer

b. Click the Modify button c. Select Equals d. Select Operator e. Select the OK button

6. Click on Apply from the Properties dialog.

193 of 255

7. Observer the list was updated to only show messages that were created with the audience set to operator. 8. Select the Audience = Operator select records where condition and click the Remove button.

9. Create a message filter by following steps a-e.

a. Select the Message

c. Select Contains e. Select the OK button

d. Type CIP

b. Click the Add Where Condition button

10. Click on OK from the Properties dialog. 11. Observe the list was updated to only show messages that contained the string CIP. 12. Close the Diagnostics Viewer without saving. Lets take a look at the diagnostics setup to see why you didnt see any developer messages.

194 of 255

Diagnostics Setup Open the Diagnostics Setup

1. Run the Diagnostics Setup from within the FactoryTalk View Studio. From the Tools menu, select the Diagnostics Setup menu item 2. The FactoryTalk Diagnostics Configuration dialog will open 3. Expand the Destination Setup

4. Click on each item and look at the settings.

Configuring the FactoryTalk View Diagnostics List

Earlier in the lab you used the Diagnostics List in FactoryTalk View Studio and Client to look at diagnostic messages. Look at the Destination Setup and the Message Routing configuration to see what messages got routed to the FactoryTalk View Diagnostics List. 1. Expand the Destination Setup, select the FT View Diagnostics List item. Notice that there arent any configuration settings. The destination is the Diagnostics List which is managed by FactoryTalk View.

2. Select the Message Routing setup and then select the FT View Diagnostics List

Based on the setup, messages that were intended for Operator and Engineer audience that were of type

195 of 255

Error, Warning, and Info appeared in the FactoryTalk View Diagnostics List.

Configuring the Local Log

You just used the Diagnostics Viewer to look at the local log. Look at the configuration.

1. Select the Destination Setup > Local Log item

The local log is a file that exists on this computer. There are options for overwriting events, log size, and an option to clear the log. 2. Select the Message Routing setup and then select the Local Log

Messages that were intended for Developer audience were not logged to the Local Log so that is why we did not see any.

196 of 255

3. Change the Message Routing for the Local Log to include all message types for the developer audience. Check all the options in the Developer row.

4. Click the Apply button. Minimize the Diagnostics Configuration window. 5. Go to the running client; click the clear all button in the Diagnostics List at the bottom.

6. Click on the CIP button in the navigation display.

Then click on the CIP Process

Steps display. 7. Type 7000 in the Step 1: Adding Water input field and select the enter key.

8. Notice 3 messages in the diagnostics list got updated. You will need to scroll up/down in the client Diagnostics List to view the messages

9. From FactoryTalk View Studio, Select the Tools > Diagnostics Viewer menu item.

197 of 255

10. Select the last 2 messages in the list to look at the details. Notice that they are developer messages one is of type audit and the other is of type information.

ODBC Database as a Message Source

Depending on the products you have installed and the configuration options you have set, FactoryTalk Diagnostics can also route these messages to other centralized logging destinations, such as an ODBC database or FactoryTalk Audit Log. Use the ODBC Database Destination Setup window to send messages to an ODBC data source. To send messages from multiple computers, configure the destination on each computer where the FactoryTalk Diagnostics service is installed. The ODBC Database destination supports these ODBC-compliant databases: Microsoft SQL Server Microsoft Access Oracle Sybase SQL Server Some types of information cannot be logged to an ODBC database destination. This includes: any additional database fields not included in the ODBC table format, that a FactoryTalk product might use. Even if you create the additional fields manually, nothing will be logged to them. The additional information logged by a FactoryTalk product will, however, appear in the Local Log on the computer where the product is installed. any messages where the audience type is set to Secure, or the severity type set to Audit. Secure messages can only be logged by the FactoryTalk AssetCentre software product to the FactoryTalk Audit Log.

Configure the ODBC Database Setup

1. Go to the Diagnostics Configuration

198 of 255

You are going to configure the destination setup. You will use a System DSN called ODBC_InstantFizz that has been configured to point to a MS Access database called ODBC_InstantFizz. 2. Select the Destination Setup > ODBC Database item.

Browse

3. Click the button next to the data source name. When the Select Data Source dialog opens, click the System Data Source tab. Click the ODBC_InstantFizz data source name. Select the System Data Source tab

Select the ODBC_InstantFizz Data Source Name

199 of 255

4. Click the OK button. 5. Type FTDiagnostics for the target table and click the Create Table button.

Type FTDiagnostic s

Click the Create table button

6. Click the OK button when you get the message that The table FTDiagnostics was successfully created. 7. Change the Log message to database every setting to be 30 seconds.

8. Select the Message Routing setup and then select the ODBC Database. Check all the options in the Developer row.

200 of 255

Notice that Audit messages cannot be routed to the ODBC destination. 9. Click the OK button.

View the ODBC Log

10. Go to the Diagnostics Viewer 11. Select the View > Options menu item. Move the Properties window so you can view the list.

12. Click the ODBC Database as the message source. 13. Click the OK button. 14. Notice the list is empty because nothing has happened since we created this destination. 15. Go to the running client; click the clear all button in the Diagnostics List.

16. If not already open, Click on the CIP button in the navigation display.

Then click on

the CIP Process Steps display. 17. Type 7500 in the Step 1: Adding Water input field and select the enter key. 18. Notice a download message is logged in the Diagnostics List.

19. Go to the Diagnostics Viewer 20. Wait 30 seconds, click the refresh button.

201 of 255

21. Notice that 2 messages got logged.

22. Close the Diagnostics Viewer window without saving.

202 of 255

Section 10: Language Switching About This Section

In this section, you will learn about: Language Switching FactoryTalk View SE Language Switching Configuration of supported languages Export strings for translating Translate strings Import strings that have been translated Language switching command View language switching Language switching in alarm messages (FactoryTalk Alarms and Events) Device-based alarm language switching Export alarm messages Translate alarm messages Import alarm messages Tag-based alarm language switching Create a Tag Alarm and Event Server Translate alarm messages Import alarm messages Verify alarm import Export alarm messages View language switching of alarm messages

Read About Language Switching

Language switching allows operators to view user-defined text strings in FactoryTalk View SE Client applications in multiple languages at run time. This includes FactoryTalk device-based alarm messages created in RSLogix 5000 and FactoryTalk tag-based alarm messages created in the Alarm Setup Editor. FactoryTalk historical alarm and event information is only logged in one language which is specified on the alarm server properties. At run time in a network application, multiple FactoryTalk View SE clients can switch between any of the languages the application supports. Multiple clients can also run in different languages at the same time. With language switching you can:

203 of 255

Develop an application in one language, export the user-defined text strings for the application, and then import translated strings for up to 40 languages into the same application. Deploy a distributed application across different countries, allowing operators in each location to view the application in their own language. Enable operators in multilingual countries to use the language of their choice.

Language Switching Enhancements A default language for language switching can be specified. Support for 40 languages. Previous to this release only 20 different languages were supported. Local message displays support language switching String Spreadsheet Editing String spreadsheet editing lets you export text strings for all languages supported by an application to an Excel spreadsheet in one easy operation. You can also import text strings in one or multiple languages from an Excel spreadsheet to an application. The Optimize Duplicate Strings feature allows you to translate only 1 occurrence of each string to reduce errors and translation costs. FactoryTalk Alarms and Events Language switching is supported in FactoryTalk Alarms and Events.

FactoryTalk View SE Language Switching

In general, the user-defined strings that support language switching are those that an operator sees in an application at run time. Specifically, these are: text you specify for graphic objects and global objects including o o o o o captions tool tip text time and date embedded variables local messages numeric embedded variables

FactoryTalk View text objects (Note: A text object with its SizeToFit property set to True might change in size when displayed in different languages.) text strings defined for FactoryTalk Alarm and Event summaries, banners, and log viewers graphic and global object display titles specified in the Display Settings dialog box Among the text strings that do not support language switching are:

204 of 255

text strings that are part of the graphical user interface of FactoryTalk View Studio or View SE Client software, such as menus, which are displayed in the same language as the operating system. These are translated when FactoryTalk View is localized text that can be displayed at run time but is used to operate the application, such as the names of graphic displays and command strings tag descriptions and string constants in expressions text in the title bar of the FactoryTalk View SE Client window, which is part of the setup of the client, not part of the application text associated with HMI tag alarms Alarm Fault List messages displayed in FactoryTalk Alarm and Event Summary and Banner objects

Configuration of supported languages

You will need to add the desired languages to the application. 1. From FactoryTalk View Studio, select the Tools > Languages menu item.

2. Click the Add button on the Language Configuration dialog.

The languages in the list are supported for language switching by the application at run time. Be sure that these Windows languages are installed on the development and client computers before trying to switch languages. To find out which languages are installed on a computer, check the Regional Options (Windows 2000) or Regional and Language Options (Windows XP and Windows Server 2003), in the Control Panel.
The languages you will be selecting are installed.

205 of 255

3. Select the German (Germany) language and click the OK button.

4. Click the Add button on the Language Configuration dialog. 5. Select the Spanish (Mexico) language and click the OK button.

206 of 255

6. Click the Add button on the Language Configuration dialog. 7. Select the Chinese (PRC) language and click the OK button.

8. Click the Add button on the Language Configuration dialog. 9. Select the Japanease language and click the OK button.

207 of 255

10. Click the Add button on the Language Configuration dialog. 11. Select the French (France) language and click the OK button.

12. Notice that these languages have been added to the list and English is set as the default language as indicated by the check mark next to English.

208 of 255

13. Check the Display undefined strings using the default language option.

14. Click the Apply button. Your application has been configured to support 6 languages. Now you will need to perform an export to get the strings that you will need for translation.

Export strings for translating

There are a number of ways to change the text strings in a graphic display besides editing them individually by object. The best approach is to export the strings to Excel and use the Optimize duplicate strings feature. The Optimize duplicate strings feature allows strings that occur more than once in the application to be written to the spreadsheet only once. After the first occurrence, a placeholder is inserted into the spreadsheet for other occurrences. 1. Highlight the English language then click the Export button

209 of 255

2. Select the Export strings for all languages to an Excel spreadsheet radio button. Check the Optimizing duplicate strings and Open exported file options

3. Click the Next button 4. For a network application with multiple HMI Servers you are prompted to select a HMI Server at this point. Select /Area1:InstantFizz_HMIServer then click Next.

210 of 255

5. Leave the default location and click the Finish button. 6. The String Export in Progress will start and then complete. This may take a few minutes. 7. The Excel document will be created and opened.

Observe the open Excel file. Everywhere you see the text **REF: in the language columns (i.e., en-US, de-DE, es-MX, and zh-CN) is referencing a duplicate string in the REF column before the language column. That means you dont have to translate the text for that object. You only have to translate the first occurrence of that text indicated by the text **UNDEFINED**. You will use a different file that has already been translated to do the import.
8. Close the Excel file without saving

Translated Strings
Lets look at a file that has been translated for you. 1. Go to C:\InstantFizz Lab Files\. Open the Language Switching folder. 2. Double-click on the InstantFizz_Translated.xls file

3. Observe the file.

211 of 255

4. Close the file.

Import strings that have been translated

Now that you have a file with translated strings, lets import them.

1. Select the Import button

from the Language Configuration dialog.

2. Select the option to Import strings from an Excel spreadsheet. from the String Import Export Wizard dialog and click the Next button

3. Select the Browse button and browse to this file C:\InstantFizz - LabFiles\ Language Switching\InstantFizz_translated.xls and click the Finish button. 4. String import in Progress will start. Once it is completed, you will see the message String import completed successfully in the Diagnostics List.

Note: You may see errors if you did not do some sections of this lab.
5. Click the OK button on the Language Configuration dialog.

Language switching command

There is a FactoryTalk View language switch command that you use to perform language switching. Buttons that use this command have been configured on the Languages display. Lets look at them. 1. From the Explorer, open the Languages display.

212 of 255

2. Double-click on the US flag button to open the Button Properties dialog. 3. On the Button Properties dialog, click on the Action tab. Notice the Press action - Language en-US The Language command was added to the Press action by clicking the button and then using the Command Wizard. The command Language is located under the System Languages folder.

Only the languages that have been added to your application will be displayed in the language id list.

4. Click the Cancel button.

213 of 255

5. Repeat steps 2 4 for the other flags to observe the press action. 6. Close the Languages display.

View language switching

Language switch commands are ignored in Test Display mode. Since the client was up and running before we added the new languages, we need to close the client and open it again for the additional languages to appear. 1. Go to the running Client.

2. Close the running client by pressing the Exit button in the navigation display. 3. Go back to View Studio and Launch the client. 4. Click the different Language buttons in the navigation display. The Languages display will pop open. Go ahead and navigate through different languages and the different displays.

214 of 255

5. Notice on the Overview display the date and time are still displayed in English. You can use FactoryTalk View SE system tags in an application to display text in graphic displays. For example, the tag, system\dateandtimestring, displays the current date and time. Text in the following system tags is always displayed in the format prescribed by the language of the Windows operating system: System\Time System\Date System\DateAndTimeString System\MonthString System\AlarmMostRecentDate

215 of 255

System\AlarmMostRecentTime System\AlarmStatus If you use the Time and Date object instead of the above system tags then the date and time will language switch as well. 6. Notice that alarm messages for are not translated. These will be translated in the next section.

Device-based alarm language switching

In RSLogix 5000, use the Alarm Properties dialog box to translate device-based alarm messages individually. RSLogix 5000 configures alarm messages in the language of RSLogix 5000 software. For example, the German version of RSLogix 5000 configures alarm messages in the German language. If you add another language, then when RSLinx Enterprise connects to the controller, both languages are uploaded and available to FactoryTalk Alarms and Events clients. You can export alarms from RSLogix 5000 to a comma-separated variable (*.csv) or text (*.txt) file. For double-byte character sets (for example, Chinese), export alarms in .txt format because in RSLogix 5000, the .csv format does not support Unicode character sets. Once you have exported the alarm messages, you can then manually add all the messages in the languages you desire (limited to the languages supported by FactoryTalk View) and then import the file when translation is complete. This simplifies sending the work out to translators.

Export alarm messages in RSLogix 5000

1. If it is not already open, Select the InstantFizz_Controller shortcut from the Start menu

2. Select the Tools > Export menu item. 3. When the Export dialog opens navigate to C:\InstantFizz - LabFiles\ Language Switching and keep the default filename. 4. Notice the Save as type options for the export file.

This lab will demonstrate how to use both formats. 5. Keep the default of RSLogix 5000 Import/Export File (*.CSV) selected. 6. Click the Export button.

216 of 255

If your RSLogix 5000 project includes a large number of programs, and you want to translate alarm messages from only one of them, you can make selections in the Export dialog box to limit the data that is exported.

Translate alarm messages

1. Go to C:\InstantFizz - LabFiles\ Language Switching folder.

2. Double-click on the InstantFizz_Controller-Tags.CSV file to open it in Microsoft Excel.

3. Expand the width of columns A, B, C, and D. Scroll down in the Excel sheet until you find ALM text in column A, for example ALMMSG:en-US. 4. The alarm message text appears as the fourth column (D) from the left (Water Valve Jammed. Open Valve.).

5. Copy the ALMMSG line for Water Valve Jammed and then paste it at the end of the file.

6. Change the text en-us to de-DE (for German in Germany), and then change the alarm message text to read, Wasser-Ventil ist gestaut. ffnen Sie Ventil. 7. Save your changes. You will be prompted with several confirmation windows: Press

Yes

multiple times.

217 of 255

An export file C:\InstantFizz - LabFiles\Language Switching\InstantFizz_ControllerTags_translated.TXT has been translated for you. The export file was created using the RSLogix 5000 Unicode Import/Export (*.TXT) format because it includes message strings that were translated in Chinese. You will use that file when performing an import.

Import alarm messages

1. From RSLogix 5000, if you are online with the controller then go offline by selecting the Communications > Go Offline menu item.

2. Select the Tools > Import menu item.

3. When the Import dialog opens navigate to C:\InstantFizz - LabFiles\LanguageSwitching\ 4. Select the RSLogix 5000 Unicode Import/Export Files (*.TXT) file type.

5. Select the filename InstantFizz_Controller-Tags_translated.TXT, leave the default settings for the Tags and Logic Comments.

6. Click the Import

button.

7. Select the Communications > Download menu item

218 of 255

8. When the Download Dialog appears, select the Download

button.

9. When prompted with the message Done downloading. Change the controller mode back to Remote Run? select the Yes button. 10. Make sure the controller is in Remote Run mode.

If it is not, select the Communications > Run Mode menu item 11. The alarms should now be language translating in View Client. You will verify this at the end of this section.

Tag-based alarm language switching

When the Alarm and Event Setup editor launches in FactoryTalk Administration Console, alarm messages display in the default language defined for the application. If a message string does not exist in the default language a question mark character (?) is displayed. When the Tag Alarm and Event Editor opens in FactoryTalk View Studio, alarm messages display in the language selected during start up of the FactoryTalk View SE application. If alarm messages are not defined in the specified language, alarm messages display in the default language defined for the application. If a message string does not exist in the default language a question mark character (?) is displayed. When editing alarm messages in multiple languages, the Microsoft Excel method offers the advantage that you dont have to close and then re-open the application in the appropriate language each timeyou can edit the text in any language in one step and then import the translated text for all languages into the application at once.

Create a Tag Alarm and Event Server If you completed the Alarming section then you do not need to do steps 1-4.
From the Explorer, right-click on Area1 and select the Add New Server > Tag Alarm and Event Server context menu item.

219 of 255

1. On the General tab of the Tag Alarm and Event Server Properties page type FTAETagServer for the name. 2. Click on the Priorities and History tab, leave the settings at the defaults. Note if you did not complete the Alarming section then you did not add an Alarm and Event History database. Please uncheck Enable History if you did not create the database in the Alarming section.

Notice the history is being logged in English and the tag alarms will be logged in the same database as the device-based alarms. 3. Click the OK button 4. Tag based alarms can be created and configured with the Alarm and Event Setup Editor. Double-clicking on the Alarm and Event Setup icon under the Alarm and Event Tag Server in the Explorer.

5. The Alarm and Event Setup Editor will open. If you did not complete the Alarming section you will not see any alarms.

220 of 255

6. Close the Alarm and Event Setup Editor Normally, you would use the Alarm and Event Setup Editor to create your alarms, do an export, translate the alarm messages, and then import them back into the Tag Alarm and Event Server. For this lab you will be creating your alarms with a file that contains the alarms and the translated messages strings. You will step through an export at the end of this section to see how it works.

Translate alarm messages

12. If you dont have C:\InstantFizz - LabFiles\\Language Switching\ folder open, do so. 1. Double-click on the InstantFizz_FTAETagServer_Alarm Export_translated.xls file to open it.

2. Notice there is a worksheet for each alarm type, one for the messages, and then one for tag update rates.

3. Click on each of the tabs and take a look. There is one digital alarm and one level alarm. Notice that one message can be used in multiple alarms. 4. Click on the Messages tab. There is a column for each language that has been translated. 5. Close the file.

Import alarm messages

1. From the Explorer, right-click on the FTAETagServer and select the Import and Export context menu item.

The Alarm Import Export Wizard will open. 2. Select the Import alarm configuration from Excel File options and click the Next button.

3. Click the browse button. 4. The Select Alarm Import File dialog will open. Navigate to C:\InstantFizz - LabFiles\\Language Switching\. Select the InstantFizz_FTAETagServer_Alarm Export_translated.xls file and click the Open button.

221 of 255

5. Click the Next button on the Alarm Import Export Wizard 6. Select the Update existing alarm definitions and create new alarm definitions from the import file option and click the Finish button.

7. A progress indicator will open. When complete, you should see this

8. Click the OK button.

Verify alarm import

1. Double-clicking on the Alarm and Event Setup icon under the Alarm and Event Tag Server in the Explorer.

2. The Alarm and Event Setup Editor will open. Notice that there are a few alarms. Double-click on a Digital type alarm and the Digital Alarm Properties dialog will open. Look at the Digital Tab and notice that these properties are almost the same as the device-based digital alarm instruction property sheet that you saw in RSLogix 5000. In fact, this tag alarm will be triggered from the same condition as a device-based alarm that was created. This is just so you can compare them.

3. Click the forward arrow button to navigate to the next alarm

4. Click on the forward/backward arrows until a Level type alarm is displayed in the Level Alarm Properties dialog. Look at the Level and the Messages tabs and notice that these properties are almost the same as the device-based analog alarm instruction property sheet that you saw in RSLogix 5000. In fact, this tag alarm will be triggered from the same condition as a device-based

222 of 255

alarm that was created. This is just so you can compare them. Notice on the Messages tab that the same message string is used for both the High High and the High condition. 5. Click the Cancel button to close the Level Alarm Properties 6. Click the Messages tab.

Messages can be created when a new alarm is being created or they can be created from the message tab and then they can be associated with an alarm. You can create as many messages as you like for alarms, but each alarm can be associated with only one message. For level alarms, you can configure one message per level condition. Alarm messages can be shared between alarms to eliminate duplication. The Usage column on the Message tab indicates how many alarms are referencing an alarm message.
7. To view the list of alarms that are referencing a particular alarm message, right-click the row containing the message and then click the Usage Details context menu item. Click the OK button to close the Message Usage Details dialog. 8. Close the Alarm and Event Setup Editor

Export alarm messages

You will step through an export to see how it is done. 1. From the Explorer, right-click on the FTAETagServer and select the Import and Export context menu item.

The Alarm Import Export Wizard will open. 2. Select the Export alarm configuration to Excel file and click the Next button

223 of 255

3. Leave the defaults with all the selected alarms and click the Next button

4. Select the Export messages for all alarms, check all the languages, and click the Next button.

224 of 255

5.

Change the file name to MY_ InstantFizz_FTAETagServer_AlarmExport.xls and click the Finish button.

6. A progress indicator will open. When complete, Click the OK button.

View translated Alarm Messages

When RSLinx Enterprise makes the connection to the controller, all alarm messages and their languages are uploaded from the controller. When a FactoryTalk View SE Client runs, the FactoryTalk Alarm and Event objects (Alarm and Event Summary, for example) connect to the Alarm and Event system and request alarm messages in the current language. You can then switch among languages with the click of a button on the client computer, and the alarm monitoring system and all of the client screens switch to the appropriate language on that specific client. Switching languages at run time does not switch time and date formats. The Alarm and Event objects in FactoryTalk View always show the date/time format of the operating system. Alarm Fault List messages that can be displayed from the Alarm and Event Banner and Summary do not currently switch languages. FactoryTalk historical alarm and event information is only logged in one language which is specified on the alarm server properties. The contents of the Alarm and Event Log Viewer event list, which consists of historical alarm and event information, is not translated. This data continues to appear in the same

225 of 255

language used when the alarm and event information was written to the alarm history database. For example, a message logged in English will be displayed only in English, even if the language is switched to German. 1. Go to the running Client. 2. Click the different flag buttons in the Languages from the navigation display and navigate through different displays. 3. Notice that language switching works and alarm messages are also being updated to the appropriate language.

4. Notice both the tag and device-based alarms appear and the message strings are language switchable. Tag-based alarms will start with CIP. Device-based alarms will have the shortcut name at the beginning of the alarm name i.e., [Shorcut].

Section 11: Testing Displays About This Section

In this section of the lab you will: Test Run Displays in the FactoryTalk View Studio Graphics Editor Configure a FactoryTalk View Client File called InstantFizz Observe Startup Macro Observe Client Keys Run the FactoryTalk View Client File called InstantFizz o o o Explore Docked Displays at Runtime Verify Client Keys work at Runtime Test navigation at runtime

Test Display
Being able to test your display within View Studio without having to run it in a Client is a very powerful feature of FactoryTalk View.

Behavior when test running a display might not always be identical to run-time behavior if changes made during development are not saved. To make the behavior as close as possible you should save a display before testing it. The Microsoft VBA IDE (Visual Basic for Applications Integrated Design Environment) lets you write, edit, test run, and debug code. Not everything can be done by test running your display. Some FactoryTalk View commands are ignored when run in test display mode. For example, screen navigation commands, using parameter placeholders in a display, and using parameter values in a reference global object

226 of 255

will not function in test display mode. To test these features, run the display in a FactoryTalk View SE Client.
Testing a graphic display in FactoryTalk View Studio is not the same as running the display in the FactoryTalk View SE Client. Before you deploy an application, it is recommended that you test it in the FactoryTalk View SE Client, to verify that everything works as intended.

FactoryTalk Alarms and Events Objects The existing (legacy) HMI Tag Alarm Summary object will not be animated when you run a display in test display mode. The FactoryTalk Alarms and Events Objects will work in test display mode. You can test the objects in a graphic display quickly, by switching to test display mode in the Graphics editor. Lets try this to animate the Labeling display.
1. Open the Labeling display in FactoryTalk View Studio. 2. From the FactoryTalk View Studio toolbar click on the Test Display button.

3. Observe that the Labeling graphic begins to animate. Click on the Close button . 4. What happened? Nothing. Look at the Diagnostics List. The Abort Me command on the button was issued but the command is ignored in FactoryTalk View Studio. Certain commands cannot be executed in test display mode. You will need to configure and run a client to be able to execute these commands.

5. Click on the START button.

You may need to select STOP first and then START.

227 of 255

6. What happened? Notice that the labeler animation works. You can also choose the fruit label by selecting the appropriate button

7. Click the Edit Display button to get back to edit mode.

Now you will need to configure a client file and run the client to finish testing the display.

Configure a Client File

Before you configure the client file, look at a few of the components that were preconfigured for you to use with your client.

Configure a Macro
A macro is a list of commands or command symbols stored in a text file. To run a macro you use its name just as you would a command. The commands in the macro will be executed in the order in which they are listed.
A macro can be specified on startup or shutdown of a client or display. It can be called from a command line in FactoryTalk View Studio or from the Factory Talk View Administration Console for system administration.

FactoryTalk View has multi-tasking capabilities that you can take advantage of when you create macros. Generally, the commands in a macro are executed in the order in which they are listed, with one command finishing before the next begins execution. Some commands (such as Print) finish quickly and the next command can start. Others, such as Set, take longer. In the case of Set, it does not finish until the message has been sent to the controller. In cases like that, you can set up the macro so that the next command can be executed before the previous command is finished. Use the ampersand character (&) to do this. To invoke the command wizard from the macro file, double-click in the macro, or select Edit

228 of 255

Commands (Ctrl- M).

Observe the configured Macro

These commands will dock displays at the top and bottom of the client window, and set tag values in the controller. 1. From the Explorer, expand the Macros folder.

2. Double-click on the StartUp macro. The macro will be opened.

This macro will open a header display in a docked area on the top of the client. It will open a footer display in a docked area on the bottom of the client. 3. Close the StartUp macro. If prompted to save changes, select the No button.

Configure a Client Key

Sometimes it is useful to have a single key stroke perform a function or multiple functions in your application. For example when you press F5 in Internet Explorer you will refresh the page. FactoryTalk View SE has similar functionality.

Client Keys allow the operator to interact with the system at run time to do things like change displays or set tag values. Client keys are defined for an application. They are enabled whenever the application is running on a FactoryTalk View SE Client.
There are also object and display keys. Object and display keys are defined in the Graphics editor. They are active only when their associated object or display is. However, object and display keys take precedence over client keys. The order of precedence for key animation is: object keys, display keys and client keys. This means, for example, that if a key has object and client key definitions, when the object has focus at run time and the key is pressed, the object key action will be carried out and the client key action will not.

229 of 255

Observe Pre-Configured Client Keys

These commands will perform a refresh of your client. This is useful for testing since you may need to make changes to displays and you dont want to have to close and open the client each time you add or change something on a display. Lets import a pre-configured Client Key file. 1. From the Explorer, right-click on the Client Keys folder and select Add Component Into Application

2. Browse to C:\InstantFizz - Lab Files and add the ClientKeys.key file. 3. Double-click on ClientKeys. The ClientKeys dialog will open.

On the release action of function key 5, all displays including docked displays will be closed. The header display will then be re-opened and docked at the top and the footer display will be docked at the bottom of the client. 4. Close the ClientKeys. If prompted to save changes, select the No button.

Configure Client File

The FactoryTalk View Client can be launched from FactoryTalk View Studio. If a client is already running close it using the Exit button from the navigation display.

230 of 255

1. Configure and launch a new client. Select the SE Client button on the tool menu.

2. When the Launch FactoryTalk View SE Client dialog opens select the New button. The FactoryTalk View SE Client Wizard will open.

Click on New.

3. Click the New button again.

231 of 255

4. Type InstantFizz for the name of the configuration file and click the Next button. Follow steps a-b.

a. Type InstantFizz

b. Click Next.

5. Select the Network radio button and click the Next button.

and then 6. Select the InstantFizz application and the English initial language, leave the defaults, and click the Next button. Follow steps a-c.

232 of 255

a. Select InstantFizz

b. Select English

c. Click Next

7. Select the Plant Overview display as the initial display, select the ClientKeys key file as the Initial client key file, select the StartUp macro as the Startup macro, and click the Next button. Note: If you used parameters in the initial display, they would be specified in the Display parameters field. If you use a network application, the area would need to be specified for the initial display. Follow steps a-e.

a. Select Area1 as the area.

b. Select Plant Overview

c. Select ClientKeys

d.Select Startup e. Click Next

233 of 255

8. Type InstantFizz for the title bar text, check the maximize window option, and click the Next button. Follow steps a-c,

a. Type InstantFizz

b. Check Maximize Window Option

c. Click Next

9. Leave the defaults for auto logout and click the Next button.

and 10. Leave the default to save configuration and open FactoryTalk View SE Client now and click the Finish button.

and The FactoryTalk View Client will start with the specified configuration.

234 of 255

Run Client

The InstantFizz application is now running in a FactoryTalk View SE Client window. The startup macro docked displays in 2 areas. The header display contains an alarm banner and is located at the top of the client window; the footer display contains navigation buttons and is located at the bottom of the client window.

Docked Displays At run time, graphic displays can be docked to an edge of the FactoryTalk View SE Client window, allowing an operator to gain access to certain displays at all times. Docked displays cannot be accidentally closed by the operator and cannot have other graphics placed on top. They will, therefore, always remain visible to the operator. For example, you might consider docking: Navigational menus, that allow the operator to move among displays in an application. Headers or banners, that provide specific information to the operator, such as the current users name and area, or information about alarms. Control panels, that contain standard buttons for special purposes, such as changing users, closing open windows, or sending information to a maintenance team.

Explore Docked Displays

1. Minimize the Plant Overview display. 2. Drag the minimized title bar around to the edges of the display client:

Top edge:

Bottom edge:

3. Click the restore button on the Plant Overview display. 4. Observe that it will not overlay the docked areas. 5. Drag the Plant Overview display to the lower edge or lower right corner of the client.

235 of 255

6. Observe that it will not overlay the docked areas and scroll bars will appear so the display will still be visible.

Test the Client Keys

1. Select the F5 key (using the client keys defined to close all displays and re-display the header and footer). 2. Observe that all displays are closed. The header and footer display are re-docked.

Verify Online Edits

Changes made to the development environment that can be transferred to the application while it is running are commonly called run-time edits. These fall into four groups: Changes that take effect immediately. Changes that require a non-disruptive action, such as reopening a graphic display, before they take effect. Changes that require a disruptive action, such as restarting a server or a run-time client, before they take effect. Changes that cause adverse effects immediately.

Warnings have been added to FactoryTalk to tell users if making a particular change in the development environment will adversely affect the run-time system. If the change is made through a dialog box, a warning icon appears next to the component where the change can be made. When the mouse cursor hovers over the icon, the following warning is displayed: For example, you can add a FactoryTalk alarm, add a tag or change a graphic without the need to restart the client. We will modify one of the displays in FactoryTalk View Studio and observe the update in the client.

1. In the client click on the Filling button

from the navigation display.

Look around the display. We will modify the display in FactoryTalk View Studio. 2. Go back to FactoryTalk View Studio 3. Open the Filling display. 4. Select the grouped information object at the bottom and then select the delete key.

236 of 255

5. Save the Filling display 3. Close the Filling display 4. Go back to client. 5. Select the F5 key (using the client keys defined to close all displays and re-display the header and footer). 6. Observe that all displays are closed. The header and footer display are re-docked. Re-open the Filling display. Notice that the grouped information object is no longer present. We have just completed an online change. After modifying a display in FactoryTalk View Studio we only needed to re-open that particular display on the client to see the updates. We did not need to restart the client.

Test commands at Runtime

1. In the Filling display select the close button

2. The Filling display will close. Remember that the Abort command did not function when test running the display in FactoryTalk View Studio. This is also true for the navigation commands (i.e. Display Overview). The command will function when executed from a client but it will not function when executed from a test display.

237 of 255

Section 12: Advanced About This Section

In this section of the lab you will: Learn how to import RSView32 displays Learn how to configure and use the HMI Alarm to FactoryTalk Alarms and Events conversion tool

Importing screens from RSView32

About This Section

In this section of the lab you will: Learn how to import RSView32 project Learn which objects and components do and which do not convert

Much like FactoryTalkView ME, screens from RSView32 can be added to FactoryTalk View SE projects. Shown below is a screen taken from an RSView32 project.

238 of 255

Note the screen has the following objects: Data displayed from the controller an RSView32 native trend a TrendX trend Date and Time display Current user name

Because RSView32 uses HMI tags to communicate with the controller, the easiest way to add View32 screens to your ViewSE application is to first convert the entire View32 project to a temporary ViewSE application. That way the HMI tags will be converted to ViewSE format as well and the entire conversion is less manual. Otherwise, you can add individual View32 screens to your ViewSE project and remap the data points manually. 1. Start another instance of FactoryTalk View Studio from the Start. You are going to create a NEW Site Edition (Local) application. Type a name for your application and select Import not Create. MyView32Conversion is good name to use.

2.

Click OK on the prompt.

239 of 255

3.

Select the import type as RSView32 Project (*.rsv)

Click Next. 4.

Select the project file located at: C:\InstantFizz - Lab Files\RSView32\view32hmi\view32hmi.rsv

Click Finish. The conversion will begin

and end with your new application open in Studio.

240 of 255

5.

Open the TankDetail screen by double-clicking it and observe the contents:

Notice that with the exception of the RSView32 native trend, everything else on the screen has converted and looks in FactoryTalk View SE just as it did in RSView32. Well talk more about whats converted and whats not a little later. 6. Before we close FactoryTalk View Studio for this application, lets export the tags and alarms. Select the Tools menu from FactoryTalk View Studio and select Tag Import Export Wizard.

241 of 255

7.

Select the operation: Export FactoryTalk View tag database to CSV files.

Click Next. 8. Choose Site Edition as the Project type and select your newly created application: MyView32Conversion

Click Next once more and then Finish. 9. You may close FactoryTalk View Studio for this application.

Now were going to import the Tank Detail screen and HMI tags into our InstantFizz application. 10. From the FactoryTalk View Studio instance with the InstantFizz application, right-click on the Displays heading and select Add Component Into Application

242 of 255

11.

Select the file named TankDetail.gfx located at C:\Documents and Settings\All Users\Documents\RSView Enterprise\SE\HMI Projects\MyView32Conversion\Gfx\TankDetail.gfx.

Click Open

12.

After a few seconds, the screen is part of your project and you will see this message:

13.

Open the Tank Detail screen by double-clicking it and observe the contents. Try testing the display:

Youll notice that the data displays are wireframed:

243 of 255

and you see an error is the Diagnostics Log:

This tag error occurs because RSView32 uses HMI tags to communicate with the controller and these HMI tags do not exist in your SE application. Because we only added a single screen, we will also need to add the corresponding HMI tags that we exported a few minutes ago.

14. 15. 16.

Set the screen to edit mode by selecting the stop button. Select the Tools menu from FactoryTalk View Studio and select Tag Import Export Wizard From the pull-down menu, select Import FactoryTalk View tag CSV files

Click Next. 17. Select the project youd like to import to, which is Site Edition and InstantFizz_HMIServer.sed

Click Next. 18. At this point, we only want to import the HMI tags. So select the tag file from the newly imported project we just created. The file is located at C:\Documents and Settings\All Users\Documents\RSView Enterprise\SE\HMI Projects\MyView32Conversion\MyView32Conversion-Tags.CSV

244 of 255

Click Next 19. 20. Click Next, then Finish. After the tags have been imported, again Open the Tank Detail screen by double-clicking it in the Explorer window. Again try testing the display: You should now see data in the displays.

245 of 255

21.

Notice that the User Name display is still wire-framed.

In RSView32, the user name display is an HMI tag: system\User This HMI tag does not exist in FactoryTalk View SE. The user name display is instead a system function, CurrentUserName(). You can replace system\User with CurrentUserName() in the string display on the TankDetail screen.

If you test the display again, the User Name will appear.

We are now done importing the screen. But as we observed previously, the RSView32 native trend did not convert and there is no way around that. If you have an RSView32 project with many native RSView32 trends, be sure to document the tags in the trends so that you can recreate them in FactoryTalk View SE. If you have an RSView32 project with many TrendX trends, you dont have to worry; they will all convert. What follows is a brief list of other considerations you might have to make if you have an RSView32 project youd like to convert to FactoryTalk View SE. View SE implements client-side VBA, but not server-side VBA The VBA project from View32 will not migrate to View SE. VBA code can be copied and reused in View SE. Check your code, it may need to be redesigned for use within View SE. Typical uses of VBA include: modifying HMI tags, HMI alarms, and data log models issuing commands writing messages to diagnostics View SE Client Object Model available in help files OR KB Doc ID: 30478 View SE Client Object Model View32 HMI users are not converted to FactoryTalk users. Users and security setups must be manually configured in the new SE application, but FactoryTalk Users and Groups allows for more flexibility. HMI tag system/user is replaced by View SE function CurrentUserName() Client-side Events are executed on the server in View SE. View SE executes all commands generated by an event on the server. Tag Monitor and Command Line Object are not supported on View SE displays. Some RSView32 Extensions not directly supported, but some equivalents exist: RSView32 Messenger (equivalent solution: Win911) RSView32 RecipePro (future equivalent: RecipePlus available for SE)

246 of 255

RSView32 SPC (future equivalent: FT Historian SE with MS Reporting) RSView32 WebServer (future equivalent: SE Web Client in development) Project Documenter (equivalent solution: KB Doc ID: 46928 FT View Project Documenter) View 32 Language String Substitution: Translated strings are not converted.

For more details about conversion issues Rockwell Automation Knowledgebase Doc ID 27708: RSView32 to RSViewSE Upgrade Issues

Alarm Migration Tool

About This Section

In this section of the lab you will: Learn how to use a tool that will help you convert traditional HMI alarms to FactoryTalk tagbased Alarm and Events.

If you have a project with traditional HMI alarming configured, you will need to export the tag and alarm information to CSV files before converting. The alarm conversion tool will read the information from the CSV files and generate an Excel file that can be imported into a Tag Alarm Server. In Section 5 of the lab, you created a Tag Alarm Server and imported tags. The operation here is similar.

Using the Tool

1. Start the Alarm Migration Tool by selecting it from the Start menu. Start All Programs Rockwell Automation Alarm Migration Tool

247 of 255

2. The tool will start and show Step 1. Click Next.

3. For the purposes of this lab, tag and alarm export files were created from the RSView32 conversion project. Browse to the displayed locations to select the appropriate CSV files as shown below:

Click Next.

248 of 255

4. Choose a name and file location for the import file.

Click Next. 5. Now here is where you have a lot of choices

What do they all mean? And which ones do we care about for the lab?

249 of 255

Option

Meaning This option will convert Alarm Identify commands to FactoryTalk View Commands. Note: Alarm Identify Commands are taken asis, so if they reference HMI tags that will no longer exist in your new application, the commands will need to be updated manually. When selected, the tool will scale existing RSView-level severities to A&E-level severities. RSView level 1 = A&E level 100 RSView level 2 = A&E level 200 RSView level 9 = A&E level 900 When not selected, the tool will set all A&Elevel severities to the number in the entry field. If your entry is invalid, the default entry is 100.

Convert Alarm Identify Commands to FactoryTalk View Commands.

Scale RSViewAlarm Severity to FactoryTalk Alarm Severity (Create all alarms with severity XX)

Expose A&E Alarms as tags

When selected, the tool will expose all newly created A&E alarms as tags. Not selected is the default.

Use Alarm Label as Alarm Class

When selected, the HMI tag Alarm Label will be used as the A&E Alarm Class. When not selected, the A&E Alarm Class will remain blank.

Alarm Messages start at ID number

Alarm messages are assigned an index number and that number is paired with an alarm definition. This feature allows you to reuse the same alarm string for many alarms. By default, the Alarm Migration Tool does not optimize string text and every alarm message gets its own index number. You may select a new starting index so as not to overwrite any messages already defined in your application. The default entry is 1. Tag-Based A&E Alarms are polled. Select your desired default poll rate here. 1.0 second is the selected default.

Select Default Tag Update Rate

In our case, since we already have Tag-Based alarms defined with messages, we do not want our new messages to start at index 1 since our import would overwrite them.

250 of 255

Change the numeric field for the Alarm message definitions to 20.

6. Click Migrate Alarms. 7. When the conversion is complete, Excel will open the conversion workbook file and the following popup will appear:

8. Observe the conversion workbook and click through the 5 tabs:

9. Close the Excel file and open FactoryTalk View Studio (if not already open).

251 of 255

Importing the migrated alarms

This part of the Migration Tool section assumes that you have already created a Tag Alarm and Event Data Server.

10. Right-Click on the Tag-Based Alarm and Event server in the project.

11. Choose: Import Alarm Configuration from an Excel File

Click Next. 12. Select file to import, which would be the file we just created with the Migration tool. C:\InstantFizz Lab Files\MyImportFile.xls

Click Next.

252 of 255

13. Choose how you want the import to proceed.

Click Next. 14. Click Finish to proceed with the importing of alarms Hopefully youll see this:

The imported alarms can be found in the Alarm and Event Setup, under FTAETagServer.

Migration Notes
With the migration of the alarms from the RSView HMI system, not all configured features will convert to the Tag-Based A&E system and some assumptions must be made.

253 of 255

Digital Alarms RSView HMI Alarm Fields Tag File: Tag Name Tag File: Address Alarm File: Severity Tag File: Tag Description Alarm File: Alarm Label Alarm File: Alarm Identify Analog Alarms RSView HMI Alarm Fields Tag File: Tag Name Tag File: Address Alarm File: Severity Tag File: Tag Description Alarm File: Alarm Label Alarm File: Alarm Identify 13. Analog Thresholds RSView HMI alarms allow for 8 Thresholds, either increasing, decreasing, or both. Tag-Based A&E alarms have 4 Thresholds: HH, H, L, LL The conversion is made as following: The 2 most extreme defined INCREASING thresholds become HH and H. If there is only 1 INCREASING threshold, it becomes H. The 2 most extreme defined DECREASING thresholds become LL and L. If there is only 1 DECREASING threshold, it becomes L. Analog Labels as Alarm Class Analog HMI alarms contain an alarm label for each threshold. If selected, the Alarm Migration Tool will assign the alarm label from the HH threshold, if present, to the alarm class. If HH is not defined, then LL will be used. If LL is not defined, then H will be used. If H is not defined, then L will be used. Analog Deadbands Analog HMI alarms allow for the configuration of a deadband value, either an absolute value or percentage. Tag-based A&E supports absolute values only, so all deadband values will be assumed as absolute. HMI Tags as Threshold Limits or Acknowledge Tags The Alarm Migration Tool will substitute the Device address for all HMI tags, if it exists. Corresponding FactoryTalk A&E Fields Name tag\path converted to tag_path Input Tag Severity scaled Message ID via number assigned to message Alarm Class FactoryTalk View Command Corresponding FactoryTalk A&E Fields Name tag\path converted to tag_path Input Tag Severity scaled Message ID via number assigned to message Alarm Class FactoryTalk View Command

254 of 255

Default Language for Messages As a default, en-US will be defined in the import file in the Messages tab. You may change that to the language defined in your SE application. You may also add additional languages as you like.

Not converted: These items are not migrated because they do not exist in the Tag-Based A&E format: Alarm Handshaking and Handshaking Auto Reset Acknowledge Auto Reset Alarm history messages: from file, printer messages, user-defined, etc.

255 of 255