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User Manual

PlantPAx Virtualization
Virtual Image Templates Version 4.0

Important User Information
Read this document and the documents listed in the additional resources section about installation, configuration, and
operation of this equipment before you install, configure, operate, or maintain this product. Users are required to
familiarize themselves with installation and wiring instructions in addition to requirements of all applicable codes, laws,
and standards.
Activities including installation, adjustments, putting into service, use, assembly, disassembly, and maintenance are required
to be carried out by suitably trained personnel in accordance with applicable code of practice.
If this equipment is used in a manner not specified by the manufacturer, the protection provided by the equipment may be
impaired.
In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the
use or application of this equipment.
The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and
requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or
liability for actual use based on the examples and diagrams.
No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or
software described in this manual.
Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation,
Inc., is prohibited.
Throughout this manual, when necessary, we use notes to make you aware of safety considerations.

WARNING: Identifies information about practices or circumstances that can cause an explosion in a hazardous environment,
which may lead to personal injury or death, property damage, or economic loss.
ATTENTION: Identifies information about practices or circumstances that can lead to personal injury or death, property
damage, or economic loss. Attentions help you identify a hazard, avoid a hazard, and recognize the consequence.
IMPORTANT

Identifies information that is critical for successful application and understanding of the product.

Labels may also be on or inside the equipment to provide specific precautions.

SHOCK HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that dangerous
voltage may be present.
BURN HAZARD: Labels may be on or inside the equipment, for example, a drive or motor, to alert people that surfaces may
reach dangerous temperatures.
ARC FLASH HAZARD: Labels may be on or inside the equipment, for example, a motor control center, to alert people to
potential Arc Flash. Arc Flash will cause severe injury or death. Wear proper Personal Protective Equipment (PPE). Follow ALL
Regulatory requirements for safe work practices and for Personal Protective Equipment (PPE).
Allen-Bradley, eProcedure, FactoryTalk, Integrated Architecture, PlantPAx, Rockwell Automation, Rockwell Software, RSLinx, RSLogix, RSLogix 5000, RSNetWorx, Studio 5000 Architect, Studio5000 Logix Designer,
Studio 5000 View Designer, and TechConnect are trademarks of Rockwell Automation, Inc.
Trademarks not belonging to Rockwell Automation are property of their respective companies.

Table of Contents
Preface

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Microsoft Operating System Software Licensing . . . . . . . . . . . . . . . . . . . . . . 6
PlantPAx Virtual Image Template Catalog Numbers. . . . . . . . . . . . . . . . . . 7
Rockwell Automation Software License Catalog Numbers. . . . . . . . . . . . . 8
Build Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 1
Basics of Virtualization

The ‘What’ and ‘Why’ for Virtualization . . . . . . . . . . . . . . . . . . . . . . . . . . .
Time-saving, Pre-configured Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Download a Hypervisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Install a vSphere Hypervisor Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy Installer Image to CD-ROM. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy Installer Image to USB Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Use a CD or USB Drive to Boot Server. . . . . . . . . . . . . . . . . . . . . . . . .
Assign an IP Address to the Host . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Install a Hypervisor Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Open the Hypervisor Client Software . . . . . . . . . . . . . . . . . . . . . . . . . .

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Chapter 2
Deploy the PlantPAx Virtual Image
Templates

Deploy a Virtual Image Template for the First Time . . . . . . . . . . . . . . . .
Power Up the Virtual Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Install VMware Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Create a Template for Future Virtual Machine Deployments . . . . . . . .
Create a vCenter Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Create a Template from an Existing Virtual Image . . . . . . . . . . . . . .
Deploy Additional Virtual Images From a Local Template. . . . . . . . . . .
Convert a Virtual Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Download the vCenter Converter Standalone Software . . . . . . . . .
Install the Standalone Converter Software. . . . . . . . . . . . . . . . . . . . . .
Convert a Virtual Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Optional Virtual Machine Interactions . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add a USB Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Initiate Automatic Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Send Commands to Host Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Set Resource Pool Priority. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Rockwell Automation Publication 9528-UM001E-EN-P - March 2016

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Table of Contents

Chapter 3
Configure the Workstations

Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configure Microsoft Windows 8.1 Professional. . . . . . . . . . . . . . . . . . . . .
Configure Programs Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Standard Workstation Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Rename the Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configure Ethernet Network Adapter Settings . . . . . . . . . . . . . . . . . .
Configure Remote Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjust the Processor Scheduling Setting . . . . . . . . . . . . . . . . . . . . . . . .
Specify the FactoryTalk Directory Location. . . . . . . . . . . . . . . . . . . . .

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Chapter 4
Configure the Servers

Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Configure Microsoft Windows Server 2012 . . . . . . . . . . . . . . . . . . . . . . . . 93
Standard Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Create an Administrator User Account. . . . . . . . . . . . . . . . . . . . . . . . . 98
Log In to New User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Configure Programs Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Rename the Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Configure Ethernet Network Adapter Settings . . . . . . . . . . . . . . . . . 106
Configure Remote Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Adjust the Processor Scheduling Setting . . . . . . . . . . . . . . . . . . . . . . . 108
Configure Server Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Configure the PADC Virtual Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Configure the PASS Virtual Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Configure a SQL Virtual Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Configure the Historian Virtual Server . . . . . . . . . . . . . . . . . . . . . . . . 132
Configure the Batch Virtual Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Configure the Asset Management Virtual Server . . . . . . . . . . . . . . . 169
Configure the AppServ-OWS/AppServ-EWS Virtual Servers . . . 179
Configure the VantagePoint Virtual Server . . . . . . . . . . . . . . . . . . . . 183

Appendix A
Activations

Use FactoryTalk Activations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
FactoryTalk Activation Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Use Windows License Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Glossary

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Index

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Rockwell Automation Publication 9528-UM001E-EN-P - March 2016

AppServ-Batch • Asset Management Server .AppServ-Info (VantagePoint) Before You Begin The following items are needed during the setup and configuration of the virtual templates: • VMware vSphere Client software with access to the vCenter server and appropriate credentials for creating and deploying virtual machines IMPORTANT Our templates can be used with any virtualization software. The PlantPAx virtual image templates are pre-configured.Preface This virtualization user manual for PlantPAx version and Virtual Image Templates version 4.AppServ-OWS • Engineer Workstation Application Server .AppServ-Asset • Operator Workstation Application Server . virtual system elements of your PlantPAx DCS.0 describes how to leverage the virtualization image template when deploying a virtualized PlantPAx® Distributed Control System (DCS). We use VMware for simplicity.AppServ-Info (SQL) • Process Automation Domain Controller (PADC) • Historian Server . The templates help reduce the configuration time to deploy a virtualized PlantPAx distributed control system.AppServ-EWS • VantagePoint Server . Virtualization is the abstracting of the operating system from the hardware to enable running multiple virtual machines on a single piece of hardware.March 2016 5 . and configure them to work together. we provide information on how to deploy the PlantPAx virtual image templates. Virtual image templates are provided for the following PlantPAx system elements: • Process Automation System Server (PASS) • Engineering Workstation (EWS) • Operator Workstation (OWS) • SQL Server .AppServ-Info (Historian) • Batch Management Server . • PlantPAx Virtual Image Templates: – Order a physical copy of the virtual image template and receive it in the mail – Download an electronic copy of the virtual image template. This manual also has information on how to manage and configure them as individual virtual system elements. You download it from the Rockwell Automation® website • Microsoft License keys: – Virtual Servers require Microsoft License Key for Windows Server 2012 R2 Standard operating system Rockwell Automation Publication 9528-UM001E-EN-P . In this manual.

• FactoryTalk® Activation Certificates that you purchased that contain serial numbers and product for the Rockwell Automation products inside the templates you wish to deploy See PlantPAx Virtual Image Template Catalog Numbers on page 7. There are two options for licensing the Microsoft products contained within the PlantPAx virtual image templates: • OEM licenses – Individual licenses that are used to activate your Microsoft products. Rockwell Automation offers all of these licenses for OEM to make it easy and simple to stay operational and compliant. IMPORTANT If you already own individual product activations.1 Professional operating system TIP Remote Desktop Services uses its own method of licensing clients that log on to Remote Desktop Services servers. For volume licensing of these components please contact your Microsoft distributor. Additional volume licenses can be purchased from your Microsoft or Allen-Bradley distributor. when leveraging a virtual image template for Historian. for domain configuration.March 2016 . These licenses are included with the purchase of each PlantPAx virtual image template USB device. Additional OEM licenses can be purchased from your Microsoft or Allen-Bradley distributor. This method is separate from licensing for the Windows Server 2012 R2 family of operating systems. AppServ-OWS and AppServ-EWS Remote Desktop Connections must receive a valid license. you can use the Historian activations you already own or purchase 9528 activations for Historian.Preface – Virtual Workstations require a Microsoft License Key for Windows 8. Therefore. This license must be issued by a Remote Desktop Licensing Server before they can log on to a Remote Desktop Session Host or Connection Broker. Microsoft Operating System Software Licensing Each server or workstation instance that is deployed from a template needs its own software licenses for the associated Microsoft operating system and Rockwell Automation software. publication PROCES-SG001 for more information. publication PROCES-UM001. 6 Rockwell Automation Publication 9528-UM001E-EN-P . • Volume licenses – The licensing program that is used to activate Microsoft products and services across multiple users within an organization. these activations can also be used to activate the virtual image templates. See PlantPAx Distributed Control System Selection Guide. For example. • Domain Controllers must be configured and made available if you use a domain (recommended) – See PlantPAx Infrastructure Configuration User Manual.

IMPORTANT: Each client that connects to each of these servers must have a valid Microsoft client license. See Table 3 on page 9 for details on Rockwell Automation licenses. and PADC). OWS. you can use standard FactoryTalk Historian licenses or 9528 FactoryTalk Historian licenses. 9528-APPXWSOENM Contains the virtual image template for AppServ-OWS and AppServ-EWS. 9528-APPHISOENM Contains the virtual image template for AppServ-Info (Historian). Description 9528-PAXVTOENM Contains four virtual image templates (PASS. you can use regular FactoryTalk AssetCentre licenses or 9528 FactoryTalk AssetCentre licenses. See Microsoft Operating System Software Licensing for details. See Table 3 on page 9 for details on Rockwell Automation licenses.Preface PlantPAx Virtual Image Template Catalog Numbers Table 1 lists the product catalog numbers for the PlantPAx virtual image templates. Each template contains an OEM version of Microsoft Windows Server 2012 R2 Standard or Windows 8. 9528-APPASMENM Contains the virtual image template for AppServ-Asset. See Microsoft Operating System Software Licensing for details. See Microsoft Operating System Software Licensing for details. See Microsoft Operating System Software Licensing for details. with all required Rockwell Automation software pre-installed but not activated.Virtual Image Template Catalog Numbers Cat. with all required Rockwell Automation software pre-installed but not activated. The templates contain OEM versions of Microsoft Windows Server 2012 R2 Standard operating systems. IMPORTANT: To activate this template. See Table 3 on page 9 for details on Rockwell Automation licenses. The template contains a Volume License version of Microsoft Windows Server 2012 R2 Standard operating system. EWS. Table 1 . 9528-APPXWSENM Contains the virtual image template for AppServ-OWS and AppServ-EWS. The template contains an OEM version of Microsoft Windows Server 2012 R2 Standard operating system. See Table 3 on page 9 for details on Rockwell Automation licenses. Rockwell Automation Publication 9528-UM001E-EN-P . IMPORTANT: To activate this template. with all required Rockwell Automation software pre-installed but not activated. with all required Rockwell Automation software pre-installed but not activated. OWS. See Table 3 on page 9 for details on Rockwell Automation licenses. you can use standard FactoryTalk® Historian licenses or 9528 FactoryTalk Historian licenses. IMPORTANT: To activate this template. The template contains an OEM version of Microsoft Windows Server 2012 R2 Standard operating system. 9528-APPHISENM Contains the virtual image template for AppServ-Info (Historian).1 Pro operating system. with all required Rockwell Automation software pre-installed but not activated. The templates contain Volume License versions of Microsoft Windows Server 2012 R2 Standard operating systems. See Microsoft Operating System Software Licensing for details. EWS. The template contains a Volume License version of Microsoft Windows Server 2012 R2 Standard operating system. IMPORTANT: To activate this template.March 2016 7 . with all required Rockwell Automation software pre-installed but not activated. See Microsoft Operating System Software Licensing for details. 9528-PAXVTENM Contains four virtual image templates (PASS. IMPORTANT: Each client that connects to each of these servers must have a valid Microsoft client license. See Microsoft Operating System Software Licensing for details. See Table 3 on page 9 for details on Rockwell Automation licenses. you can use regular FactoryTalk AssetCentre licenses or 9528 FactoryTalk AssetCentre licenses.1 Pro operating systems. and PADC). with all required Rockwell Automation software pre-installed but not activated. See Table 3 on page 9 for details on Rockwell Automation licenses. See Microsoft Operating System Software Licensing for details. Each template contains a Volume License version of Microsoft Windows Server 2012 R2 Standard or Windows 8. with all required Rockwell Automation software pre-installed but not activated. See Table 3 on page 9 for details on Rockwell Automation licenses. No. 9528-APPASMOENM Contains the virtual image template for AppServ-Asset.

Preface Table 1 . No. with all required Microsoft SQL server software pre-installed and activated. with all required Rockwell Automation software. with all required Rockwell Automation software. 9528-APPSQLENM Contains the virtual image template for AppServ-Info SQL. Windows Server 2012 R2 Certificate Of Authenticity. See Table 3 on page 9 for details on Rockwell Automation licenses. The template contains a Volume License version of Microsoft Windows Server 2012 R2 Standard operating system. See Table 3 on page 9 for details on Rockwell Automation licenses. but must be installed after deployment. See Microsoft Operating System Software Licensing for details. you can use regular FactoryTalk VantagePoint licenses or 9528 FactoryTalk VantagePoint licenses. The template contains an OEM version of Microsoft Windows Server 2012 R2 Standard operating system. with all required Microsoft SQL server software pre-installed and activated. FactoryTalk Batch software is included. The template contains a Volume License version of Microsoft Windows Server 2012 R2 Standard operating system. IMPORTANT: To activate this template. See Microsoft Operating System Software Licensing for details. 9528-APPVTPOENM Contains the virtual image template for AppServ-Info (VantagePoint). Table 2 . See Microsoft Operating System Software Licensing for details. but must be installed after deployment.Virtual Image Template Catalog Numbers Rockwell Automation Software License Catalog Numbers 8 Cat. 9528-OWSLICENE Software activation license to activate all Rockwell Automation software in the OWS and AppServ-OWS.March 2016 . Description 9528-WINSRVOEMENM Microsoft OEM License for activating virtual servers leveraging Windows Server 2012 R2. See Table 3 on page 9 for details on Rockwell Automation licenses. Rockwell Automation Publication 9528-UM001E-EN-P . you can use regular FactoryTalk VantagePoint licenses or 9528 FactoryTalk VantagePoint licenses. Client Access License. 9528-PASS100ENE 100-display license for the PASS server. The template contains an OEM version of Microsoft Windows Server 2012 R2 Standard operating system. Description 9528-APPSQLOENM Contains the virtual image template for AppServ-Info SQL.Rockwell Automation Software License Catalog Numbers Cat. The template contains an OEM version of Microsoft Windows Server 2012 R2 Standard operating system.1 Pro. FactoryTalk VantagePoint software is included. but must be installed after deployment. Table 2 lists some of the catalog numbers for Rockwell Automation software licenses for the virtualization templates. FactoryTalk Batch software is included. Includes Windows Server 2012 R2 DVD. but must be installed after deployment. 9528-APPBATOENM Contains the virtual image template for AppServ-Batch. 9528-EWSLICENE Software activation license to activate all Rockwell Automation software in the EWS and AppServ-EWS. 9528-PASS250ENE 250-display license for the PASS server. 9528-APPVTPENM Contains the virtual image template for AppServ-Info (VantagePoint). with all required Rockwell Automation software. No. FactoryTalk VantagePoint software is included. The template contains a Volume License version of Microsoft Windows Server 2012 R2 Standard operating system. See Table 3 on page 9 for details on Rockwell Automation licenses. 9528-PASSUNLENE Unlimited display license for the PASS server. 9528-WINPROOEMENM Microsoft OEM License for activating virtual workstations leveraging Windows 10 Pro or 8. See Table 3 on page 9 for details on Rockwell Automation licenses. and Remote Desktop Services Client Access License. See Table 3 on page 9 for details on Rockwell Automation licenses. IMPORTANT: To activate this template. with all required Rockwell Automation software. See Microsoft Operating System Software Licensing for details. 9528-APPBATENM Contains the virtual image template for AppServ-Batch. Includes DVD + Certificate Of Authenticity. See Microsoft Operating System Software Licensing for details. See Microsoft Operating System Software Licensing for details.

10. version 11.00 – RSLinx Enterprise software. 4. version 3.0. versions 24.5.00 • FactoryTalk Alarms and Events software. version 6.0.01.03 • Control Station LOOP-PRO TUNER software. version 5.01.01 – Studio 5000 View Designer application. version 2.00 • FactoryTalk Alarms and Events software.01 • RSLogix 5000® Professional software.March 2016 9 .114 Additional third-party software • Microsoft . includes one server license and one CAL license Table 3 lists the system build details for each PlantPAx virtual image template. version 24.0.74.00 Management Tools software.3.0. version 2. version 3.0.62.01 – RSNetWorx DeviceNet software. version 1.00 • FactoryTalk Services Platform – FactoryTalk Services platform software.08 • Microsoft Internet Explorer software.1 Professional Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Services Platform software.10K tags 9528-VPSERVERENE FactoryTalk VantagePoint Server 9528-ASTSRVRENE FactoryTalk AssetCentre Server 9528-DBSVRCALENE FactoryTalk Database License Server+CAL. versions 20. version 24. No.Rockwell Automation Software License Catalog Numbers Build Details Cat. versions 2.0 (Allen-Bradley edition) (activated separately) • Microsoft Internet Explorer software.01 – Studio 5000 Architect application.NET Framework.11 • FactoryTalk View Studio software. version 2. 2. version 24. version 11 Engineering Workstation (EWS) Rockwell Automation Publication 9528-UM001E-EN-P . 18. 4.74.5. version 2.00 • FactoryTalk Historian SE 4.5 • Adobe Acrobat Reader software. 3.01 – RSNetWorx ControlNet software. Description 9528-HSE10K FactoryTalk Historian SE .5 • Adobe Acrobat Reader software.00 • Rockwell Automation DTM Collection • FactoryTalk Historian SE 4.74.10.5.00 – FactoryTalk Activation Manager software.00 • Studio 5000 Logix Designer®application.74. 3.1.NET Framework. versions 1.74. version 5. version 11.62. version 3. version 8.00 Live Data Interface Suite software Additional third-party software • Microsoft . version 2.Preface Table 2 . 19. Table 3 . version 8. version 11 Operating system Microsoft Windows 8.00 – RSLinx Classic software.02 • RSNetWorx™ – RSNetWorx EtherNet/IP software.11 – RSLinx® Enterprise software.74.74. version 1.10.Build Details Element Category Description Process Automation System Server (PASS) Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • FactoryTalk View Site Edition software. version 1.00 – FactoryTalk Activation Manager software.01 • FactoryTalk AssetCentre – FactoryTalk AssetCentre Client software.00.

00 – RSLinx Enterprise software. 3. version 6.11 • FactoryTalk View Site Edition Client software. 3.Preface Table 3 . version 2.00 – FactoryTalk Activation Manager software.0.00 – FactoryTalk AssetCentre Client software.11 • FactoryTalk View Site Edition Client software.74.74.1.01 • RSLogix 5000 Professional software.00 – FactoryTalk Activation Manager software. version 11 Process Automation Domain Controller (PADC) Operating system Microsoft Windows Server 2012 R2 Standard Third-party software Microsoft .00 • FactoryTalk Alarms and Events software. 24.6.00. versions 20. version 8. version 2. version 3.00 – RSLinx Classic software.5 Application Server OWS (AppServ-OWS) Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Services Platform software.00 – FactoryTalk Activation Manager software.74.08 Microsoft Internet Explorer software. version 2. version 3. version 1.0.00 Additional third-party software • Microsoft .6. versions 27.5. 2.00 • FactoryTalk Alarms and Events software.10. version 2.5 • Adobe Acrobat Reader software. version 1. version 2.74.10.NET Framework.NET Framework.5 Adobe Acrobat Reader software. version 2.00 • FactoryTalk Alarms and Events software.00 – Studio 5000 Architect application. version 3.74. version 1.10.5. 19.08 Microsoft Internet Explorer software.10. version 2. version 6.3. version 10.74.00 – RSLinx Classic software.62.74. 3. version 11 VMware tools. version 3.02 • RSNetWorx – RSNetWorx EtherNet/IP software. 4.01. version 8.10. version 11.01 • FactoryTalk AssetCentre – FactoryTalk AssetCentre Agent software.00 – Studio 5000 View Designer application.74.00 • FactoryTalk Asset Centre Client software. version 24.March 2016 . version 9.0.5.0. version 24.01 – RSNetWorx DeviceNet software.74.62.10. version 5.74.Build Details Element Category Description Operator Workstation (OWS) Operating system Microsoft Windows 8. version 10.00 Additional third-party software • • • • Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Services Platform software.10.NET Framework.00 – RSLinx Enterprise software.62.10.00 – RSLinx Classic software. version 6.01 – RSNetWorx ControlNet software.5. 18.0.5 Rockwell Automation Publication 9528-UM001E-EN-P .74. version 3.114 Additional third-party software • • • • Application Server EWS (AppServ-EWS) 10 Microsoft . 4.00 Management Tools software. 4. version 5.00 • Studio 5000 Logix Designer application.00 • FactoryTalk Asset Centre Client software.08 • Microsoft Internet Explorer software.74. versions 2. 4.01.00 – RSLinx Enterprise software. version 6. version 2.NET Framework.5 Microsoft . version 3. version 2.00 • FactoryTalk Asset Centre Client software. version 6.5 Adobe Acrobat Reader software.11 • FactoryTalk View Studio software. version 9. version 5. version 8. version 24. 3. version 11 VMware tools.1 Professional Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Services Platform software.00 • Rockwell Automation DTM Collection • FactoryTalk Historian SE 4.

version 11 Application Server Asset Management (AppServ-Asset) Application Server Batch Management (AppServ-Batch) FactoryTalk Services Platform software. version 3. version 5. 4.3 Rockwell Automation Publication 9528-UM001E-EN-P .0.00 FactoryTalk Historian Site Edition 4. version 2.00.5 • Adobe Acrobat Reader software.00 • FactoryTalk AssetCentre – FactoryTalk AssetCentre Server software.00 Installed: 2/12/2016 – FactoryTalk Activation Manager software.4) -Version: 2.4) .10. version 10. version 10. version 2. version 10.00 FactoryTalk Diagnostics software.00 . version 3.01 Additional third-party software • Microsoft .0.0.0 Management Tools software Microsoft Patch Knowledgebase ID2975719-x64 FactoryTalk Historian Patch RAid629553 Microsoft SQL Server 2012 SP1 Standard.74.74. versions 2. version 11.74.0.08 • Microsoft Internet Explorer software.71. version 3.00 – FactoryTalk Activation Manager software. versions 2.00. version 2.74.74. version 11 Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Services Platform software.1.00 Additional third-party software • Microsoft .5 Microsoft Internet Explorer software.62.00 Microsoft SQL Server (Mixed Mode). version 6. versions 1.00. 3. 4. version 3. version 2.08 • Microsoft Internet Explorer software.1. versions 1.Installed: 2/12/2016 – FactoryTalk Services Platform software. version 2. 4.10.1) .5 • Adobe Acrobat Reader software.1.5.00 (CPR 9 SR 7.62. version 2.NET Framework.11 • FactoryTalk Alarms and Events software.00 Microsoft .5.11 (CPR 9 SR 6.11 • FactoryTalk VantagePoint software.00 (CPR 9 SR 7. version 10.74. version 11 Application Server Information SQL (AppServ-Info SQL) Operating system Microsoft Windows Server 2012 R2 Standard Additional third-party software • • • • • Application Server Information VantagePoint (AppServ-Info VantagePoint) Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Services Platform software.00 Additional third-party software • Microsoft .Version: 3.5 • Adobe Acrobat Reader software. 4.NET Framework.74.08 • Microsoft Internet Explorer software. version 6. version 11 Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • FactoryTalk Services Platform – FactoryTalk Diagnostics. Version 12.74.00 – RSLinx Enterprise software.08 • Microsoft Internet Explorer software.NET Framework.5.00 – RSLinx Classic software. 3. version 7. 3.00.74. version 11 SQL Server 2012 Management Studio. 3.62.Build Details Element Category Description Application Server Historian (AppServInfo Historian) Operating system Microsoft Windows Server 2012 R2 Standard Rockwell Automation software • • • • • Additional third-party software • Adobe Acrobat Reader software.74.5. version 12. 2.00 – FactoryTalk Activation Manager software.Preface Table 3 .NET Framework. version 2.00 – FactoryTalk Asset Centre Client software. Version 12.62. 2.11 Installed: 2/12/2016 • FactoryTalk Batch software. Version 12.Version: 2.00 • Rockwell Automation DTM Collection • Microsoft SQL Server 2012 SP1 Express.March 2016 11 .

Knowledgebase Answer ID 567658 . Collective Manager Error . publication PROCES-UM001 Provides screen facsimiles and step-by-step procedures to configure infrastructure components for your system requirements. use. Provides details about the problem of adding/changing pens in trend from SE client on Terminal Services. secure. publication PROCES-SG001 Provides procurement information for a PlantPAx system.com/literature/.ab.Cannot add/change pens in trend from SE client on Terminal Server at https://rockwellautomation. You can view or download publications at http://www. PlantPAx Distributed Control System Infrastructure Configuration. publication PROCES-UM003 Provides the steps necessary to start development of your PlantPAx Distributed Control System. 12 Rockwell Automation Publication 9528-UM001E-EN-P . Knowledgebase Answer ID 32715 . Knowledgebase Answer ID 496679 . Product Certifications website. Knowledgebase Answer ID 60585 .com/app/answers/ detail/a_id/496679 You must have a TechConnect license to view this document.Error Writing Server at https://rockwellautomation.custhelp. https://rockwellautomation. PlantPAx Distributed Control System Application Configuration.custhelp. FactoryTalk Historian SE Installation and Configuration Guide.custhelp.com Provides declarations of conformity.Using FactoryTalk View Provides information on how to use FactoryTalk View SE with Microsoft Windows 2008 R2 Remote Desktop SE with Windows 2008 R2 Remote Desktop Services Services. To order paper copies of technical documentation.com/app/answers/ detail/a_id/60585 You must have a TechConnect license to view this document.com/app/answers/ detail/a_id/567658 You must have a TechConnect license to view this document. certificates. and troubleshoot FactoryTalk Historian SE. publication HSE-IN025 Provides information on how to install. Resource Description PlantPAx Distributed Control System Reference Manual. contact your local Allen-Bradley distributor or Rockwell Automation sales representative. PlantPAx Distributed Control System Selection Guide. publication PROCES-RM001 Details the application rules for implementing a PlantPAx system. configure.rockwellautomation.custhelp.FactoryTalk Historian SE Provides information on how to implement a collective for FactoryTalk SE Historian.March 2016 .com/app/answers/ detail/a_id/32715 You must have a TechConnectSM license to view this document.Preface Additional Resources These documents contain information about related products from Rockwell Automation that can provide additional guidance when deploying the virtual image templates. Getting Started Whitepaper at https://rockwellautomation. http://www.FAQ: FactoryTalk Provides information on how to use the FactoryTalk Historian SE: MDB to AF Preparation Wizard at Historian SE MDB to AF Preparation wizard. and other certification details.

IBM had Host numerous systems but they could handle only one task at a time. What appears to be the latest Virtual Machines technological trend is actually half a century in the making. Bell Labs. In the early 1960s. These early virtual machines shared system resources from the mainframe. Virtual Desktop Infrastructures (VDI) that use VMware software. and extend system life. You can also upgrade hardware without replacing or shutting down the operating system (OS) on server or workstation system elements. and demands for faster time to market are factored into the bottom-line equation. A vSphere Client decade of research later. These benefits are important when new and tighter regulations. The VM runs as an isolated guest operating system installation via a hypervisor. A hypervisor is a software program that manages the host physical server and allocates resources to each virtual machine that runs on the host. RAM. Virtual machines (VMs) provide easier access to remote process applications. and increase server utilization. being able to empower/leverage your IT organization. save on resources. International Business Hypervisor Machines (IBM).March 2016 13 . These virtualization software packages enable multiple VMs to run different operating systems and applications from different locations on the same server. have broken the dependency between operating systems and physical hardware. The terms 'host' and 'guest' help distinguish the software operating system that is running on the physical server (host) and the software that is running on the VM (guest). A VM behaves exactly like a physical computer.Chapter 1 Basics of Virtualization The ‘What’ and ‘Why’ for Virtualization Computer virtualization continues to grow in popularity in the industrial sector. Rockwell Automation Publication 9528-UM001E-EN-P . and network interface card. hard disk drive. and General Electric (GE) developed the earliest forms of virtualization. This versatility helps to reduce physical footprint. The VM contains its own 'virtual' CPU. and foreshadowed better reliability and security because one user could not shut down an entire system. Today. consolidate hardware. thus reducing downtime and maintenance costs. IBM unveiled a time-sharing computer with HMI capabilities.

pre-configured Templates See page 15 Download a Hypervisor See page 15 Install a vSphere Hypervisor Manager See page 17 Install a Hypervisor Client See page 24 See Chapter 2 14 Deploy the PlantPAx Virtual Image Templates Rockwell Automation Publication 9528-UM001E-EN-P . Both intangibles are an integral part of the PlantPAx system. See the page number or click the links for quick access to specific information. Some of the benefits of a virtualized PlantPAx® system include the following: • Increased energy savings • Extended system life • Reduced system footprint and hardware cost • Increased up time and availability • Self-contained simulation and engineering • Faster server provisioning • Improved disaster recovery Flexibility and ease of deployment are key when designing a virtual infrastructure. storage. System elements can be deployed on new or existing servers. Your system elements are essentially unchanged. there is no need to purchase specific server or workstation hardware for each system element being virtualized.Basic Virtualization Workflow Start Time-saving.March 2016 .Chapter 1 Basics of Virtualization When you consider virtualization. and network hardware. Figure 1 contains the topics that are described in this chapter. Figure 1 .

vmware. However. However. and CPU allocation on the host. go to the VMware website at http://www. From the main menu. Multiple virtual machines can share one physical host. you can use other hypervisors for this procedure. in this manual. each virtual machine has its own memory. The virtual image templates are delivered as an Open Virtual Appliance (OVA) file on USB devices or via the web. simplify upgrades. The guidelines that are contained in this manual are for setup and deployment of the templates in a VMware vSphere environment. TIP We are using VMware vSphere as an example. The industry also refers to virtualized system elements as virtual appliances. and patch management. enhance scalability. The PlantPAx Virtual Image Templates deliver all system elements as pre-configured. Only one copy of the virtual image templates is needed for a project. virtual system elements are referred to as virtual image templates because you can use them to deploy as many virtual appliances as you want. 1.March 2016 15 . The first step before realizing a virtual architecture system is to install a hypervisor on the server whose resources you can use. click Downloads and select vSphere Hypervisor in the Free Product Downloads pane. The virtual image templates help to reduce validation costs and initial engineering time. With OVA files.com. Complete these steps. Rockwell Automation Publication 9528-UM001E-EN-P . storage. drop-in virtual machines. A hypervisor is a software program that manages the host physical server and allocates resources to each virtual machine that runs in the host. Pre-configured Templates Chapter 1 Rockwell Automation® offers virtual image templates as an option to deploy a virtualized PlantPAx system.Basics of Virtualization Time-saving. Download a Hypervisor This chapter describes how to install a hypervisor. you can use any virtualization platform for deployment. 2. To download the files.

3. 16 Rockwell Automation Publication 9528-UM001E-EN-P . Type your first name. and click 'Log in'. a password. When you click this link. your browser navigates to the VMware website and ask you to enter your recently created user name and password. 4. type an email address or customer number. Click Continue and follow the prompts to register.March 2016 . and Email Address. last name. • For a new account. After creating your free account.Chapter 1 Basics of Virtualization A Download Center login page for the vSphere Hypervisor appears. in an email from VMware. Do one of the following: • For an existing account. The Downloads Packages page appears. Click Log in. you find a link to verify that your information was correct.

contact your Allen-Bradley distributor. Download the WMware vSphere Hypervisor. 1. you can also copy the installer image (.iso) to a CD-ROM. The optional free license is a trial license with an expiration date. and the VMware vSphere Client. The hypervisor manager. To install the hypervisor on your server. Right-click the downloaded installer image and choose Burn disk image. Rockwell Automation Publication 9528-UM001E-EN-P . For more information.Basics of Virtualization Chapter 1 5. Install a vSphere Hypervisor Manager IMPORTANT An optional free license is included with the vSphere client. If desired. which is also known as ESXi. This section describes how to install the VMware hypervisor manager to a host server.March 2016 17 . The vSphere Essentials Kit provides access to key virtual components. Copy Installer Image to CD-ROM Complete these steps to copy the hypervisor installer image (.iso) to a CD.iso) to a USB drive (at least 1 GB). we recommend a minimum of a VMware vSphere Essentials Kit. is used to manage the resources of your server to enable deployment of virtual images. Record this number for future use. IMPORTANT For a production environment. we recommend that you copy the installer image (.

and choose paste. and click Burn.iso) to a USB flash drive. When the CD is completed. make sure to choose the CD or USB drive that contains the installer image as the booting address. make sure that the USB drive has enough space on it to hold the 'ISO' file. Insert the CD or USB drive into the host physical server. Select a location on the USB drive. 18 Rockwell Automation Publication 9528-UM001E-EN-P . Right-click the downloaded installer image and choose copy. Complete these steps to install the ESXi (hypervisor). 2. Use a CD or USB Drive to Boot Server When you start the server. 3. Select the DVD drive to write the data. you can remove the USB drive.March 2016 .Chapter 1 Basics of Virtualization 2. 3. Complete these steps to copy the hypervisor installer image (. When the file copy is completed. Copy Installer Image to USB Drive IMPORTANT Before starting this procedure. right-click. click Close. 1. 1.

3. Press Enter to continue'. 5.March 2016 19 . read the EULA.Basics of Virtualization Chapter 1 2. On the End User License Agreement (EULA) page. 4. 6. Rockwell Automation Publication 9528-UM001E-EN-P . Select the desired keyboard and press Enter to continue. Select the disk to install the vSphere Hypervisor and press Enter to continue. and press F11 to accept the terms of the EULA and continue'. Choose the optional booting address during the server startup.

20 Rockwell Automation Publication 9528-UM001E-EN-P . The Installation Complete dialog box appears. Remove the CD or USB device and press Enter to shut down and restart. This scan can take a few minutes. A message appears when the system scans for information. TIP Remember this password.Chapter 1 Basics of Virtualization 7. Press F11 to Install. retype the password. and press Enter to continue.March 2016 . 9. Type a root password. The server shutdown and restart can take a few minutes. 8. you use it again in future steps.

TIP For the screens in this section. use the arrow keys on your keyboard to move between the fields on the pages. 3. After the system restarts. Rockwell Automation Publication 9528-UM001E-EN-P . press F2 to Customize SystemView Logs. Press Enter toOK. 2.Basics of Virtualization Chapter 1 Assign an IP Address to the Host You must assign an IP Address to the host so that it is on the desired network and can communicate with the client Workstations. Complete these steps. Type the Login name and password.March 2016 21 . The System Customization page appears. Use the Login name and password that you created in step 7 on page 20. 1.

On the Configuration Management Network page. and default gateway address and type the appropriate values for your system and organization. Use the arrow keys to move to 'Configure Management: Network' and press Enter. press <Esc> to Exit. 5. press <Enter> to OK. After you have typed the addresses. move to the IP Address. 22 Rockwell Automation Publication 9528-UM001E-EN-P . The Configure Management Network page appears. 8. 6. In turn.Chapter 1 Basics of Virtualization 4. Move to 'Set static IP Address and network configuration' and press the Space bar. The IPv4 Configuration page appears. Move to 'IPv4 Configuration' and press Enter to change.March 2016 . 7. 9. Subnet Mask. The presence of a small circle between the parentheses indicates that this option is selected.

Rockwell Automation Publication 9528-UM001E-EN-P . On the System Customization screen. Now that you have a hypervisor installed on your server and assigned an IP setting so that you can interact with it. The process of assigning an IP to the Host is complete. 10. For example. Press 'Y' for Yes.Basics of Virtualization Chapter 1 A message appears to confirm that you want to change the management network of the host. 11. press <Esc> to log out. you can deploy a virtual image template in this server remotely from another workstation on the same network.March 2016 23 .

We are using VMware vSphere as an example. 6. On the InstallShield Wizard. 1.0-3016447. 2. Through the hypervisor client you can add. Click 'I accept the terms in the license agreement' and click Next. 5. A popup window appears with a message.Chapter 1 Basics of Virtualization Install a Hypervisor Client A Hypervisor Client is the simplest way to connect directly to a single ESXi host server or a vCenter Server with multiple ESXi host servers on it.0. 24 Rockwell Automation Publication 9528-UM001E-EN-P . Click Next on the Welcome screen to start the wizard installation. delete and manage the virtual machines on your infrastructure. This section describes how to install a hypervisor client that resides on a computer that is being used to connect to the server where the virtual templates are deployed. 3. Complete these steps. If necessary.March 2016 . Navigate to the location of the downloaded VMware hypervisor client installation file and double-click the VMware-viclient-all-6. 4. Click Next to use the default file folder. Click Yes. click Change to select a file path and then click Next.exe file. select your preferred language and click OK. you can use other hypervisor clients for this procedure.

Click Install and then Finish to complete the wizard installation. Rockwell Automation Publication 9528-UM001E-EN-P . Complete these steps. select the IP Address you entered on step 7 on page 22. 1.Basics of Virtualization Chapter 1 7. Click the VMware vSphere Client dialog box. icon to open the Login 2.March 2016 25 . Open the Hypervisor Client Software This section describes how to run the VMware vSphere client software and enter a license key. From the IP Address/Name pull-down list. The vSphere Client icon appears on your desktop.

Click Login. 7. 6. Click OK on the license evaluation notice pop-up dialog box. 26 Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 . 5. Click Ignore on the certificate Warnings dialog box. Click Inventory.Chapter 1 Basics of Virtualization 3. Type the user name and 'root' password you created in step 7 on page 20. 4. A vSphere Client dialog box appears with a separate section for Inventory and Administration.

Click the Configuration tab. Click Edit. Rockwell Automation Publication 9528-UM001E-EN-P . Click Licensed Features under Software in the left pane. 10. 8. 9.March 2016 27 .Basics of Virtualization Chapter 1 The vSphere Client main screen appears.

Proceed to Chapter 2 for instructions on how to use the PlantPAx virtual image templates to create virtual machines within your system. click the Enter key. Type the license key you obtained during the download of vSphere Hypervisor and Hypervisor Client (see step 5 on page 17) and click OK. The license information appears on the vSphere main screen. and then OK. Select ‘Assign a new license key to this host’.March 2016 . 28 Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 1 Basics of Virtualization 11. type that number on this page. 12. TIP If you purchase a permanent license.

The templates are a framework to conveniently and consistently deploy the necessary system elements for a PlantPAx® system in a virtual environment. Rockwell Automation Publication 9528-UM001E-EN-P . which contain the software and tools that comprise a specific system element. A template is a master copy of a virtual machine. A virtual machine acts independently and has its own resource allocation from the host. You interact with the virtual machines as if they are on a dedicated workstation with their own physical resources. Virtual Image Templates are virtualized system elements. the templates provide pre-configured settings for each virtual machine.March 2016 29 . This chapter describes different types of deployments for Virtual Image Templates.Chapter 2 Deploy the PlantPAx Virtual Image Templates Distributed control systems are composed of several industry-accepted system elements. Once deployed.

March 2016 .Chapter 2 Deploy the PlantPAx Virtual Image Templates Figure 2 contains the topics that are described in this chapter.Virtual Template Deployment Workflow Start First Time Template Deployment See page 31 Create Your Own Template See page 40 Deploy Additional Virtual Images From a Local Template . See the page number or click the links for quick access to specific information.See page 52 Convert a Virtual Image See page 57 Optional VM Interactions See page 65 Enter a Windows License See page 198 See Chapter 3 30 Rockwell Automation Publication 9528-UM001E-EN-P . Figure 2 .

Rockwell Automation Publication 9528-UM001E-EN-P . This workstation is the one you are using to connect to the server you plan to use as the host server. 2. and password.Deploy the PlantPAx Virtual Image Templates Deploy a Virtual Image Template for the First Time Chapter 2 This section describes how to deploy a virtual image for the first time. Click Ignore for now on the certificate warnings dialog box. The deployment procedure is applicable to all PlantPAx Virtual Image Templates.March 2016 31 . we suggest you start with this template first. To deploy a virtual image template for the first time. icon and type your IP Use the IP address that you entered in step 7 on page 22. IMPORTANT If you plan to deploy a domain controller. This procedure must be followed every time a virtual image template is deployed for the first time into your system. 3. complete these steps. Double-click the VMware vSphere Client address. such as creating your own Virtual Image Templates and deploying Virtual Images to your system at your will. 1. Copy the template to save time during the deployment process. TIP Before deploying a virtual image from a virtual image template. Talk to your system manager about handling SSL certificates for this application. we advise you to copy the virtual image template to your local hard disk drive. Click Login. user name. Use the user name and password that you created in step 7 on page 20. Starting with the PADC template facilitates future activities. The virtual image can be deployed from the USB it comes on or from or a storage location on a workstation.

which are self-contained virtual system elements.Chapter 2 Deploy the PlantPAx Virtual Image Templates The vSphere Client window appears. IMPORTANT 32 There are two main formats for storing virtual images: OVF (open virtual format) and OVA (open virtual appliance). Our templates are for appliances. Rockwell Automation Publication 9528-UM001E-EN-P . version 6. VMware software labels the wizard ‘OVF Template’ but ignore because your PlantPAx Virtual Image Templates in the OVA format are suitable for this procedure.March 2016 . 4. IMPORTANT The images shown in this section are VMware vSphere Client software. Click File and choose Deploy OVF Template.0.

March 2016 33 . and click next. Rockwell Automation Publication 9528-UM001E-EN-P . 5. Click Browse to navigate to the template you wish to deploy. Review the details of the virtual image template you are deploying and click Next. The OVF Template Details window appears.Deploy the PlantPAx Virtual Image Templates Chapter 2 The Deploy OVF Template Wizard appears. select it. 6.

March 2016 . Type a name for the virtual image. 7. 34 Rockwell Automation Publication 9528-UM001E-EN-P . 9.Chapter 2 Deploy the PlantPAx Virtual Image Templates The Name and Location window appears. Depending on the available storage on your host server. Click Next. Select a location to store the virtual machine files and click Next. The Storage window appears. you can see different devices listed there. 8.

Table 4 describes formats that are used to store the virtual machine files. Rockwell Automation Publication 9528-UM001E-EN-P . Thin Provision Disk storage is allocated on demand as data is written to virtual disks. Thick Provision Eager Zeroed Disk storage is allocated immediately in a default thick format where blocks on the physical storage device are formatted with zeros to overwrite any older data.Disk Format Options Format Description Thick Provision Lazy Zeroed Disk storage is allocated immediately in a default thick format. The Network Mapping window appears. 10.March 2016 35 .Deploy the PlantPAx Virtual Image Templates Chapter 2 The Disk Format window appears. Table 4 . Blocks that contain older data on the storage device are cleared only when the virtual machine writes new data to the disk for the first time. Click the disk format (thin provision in the example) that is best for your system and click Next.

March 2016 . If you are creating perfect and unaltered copies of these templates. See Chapters 3 or Chapter 4 for the proper instructions. then check Power on after deployment. Select the networks that the deployed template uses and click Next. 12. Make sure ‘Power on after deployment’ is unchecked and click Finish. 36 Rockwell Automation Publication 9528-UM001E-EN-P . do not check Power on after deployment.Chapter 2 Deploy the PlantPAx Virtual Image Templates 11. The Ready to Complete window appears. IMPORTANT If you simply want to deploy a virtual machine into your host server and immediately run it.

TIP Before powering up a virtual machine. see Configure Microsoft Windows Server 2012 on page 93 Rockwell Automation Publication 9528-UM001E-EN-P . on a computer with VMware vSphere Client software installed. In the Organizer tree. do the following: • If you are deploying a virtual workstation. click Start and choose All Programs>VMware>VMware vSphere Client. 3. click the name of the virtual machine. Click the Console tab. In the Organizer tree. right-click the virtual machine and choose Power>Power On. This condition is true even for traditional workstations. Power Up the Virtual Machine Complete these steps on vSphere Client to power up the virtual machine. 13. consider creating a template of it for future deployments 1. 4. After powering up the virtual machine. the screen can remain black for several minutes. If the vSphere Client is not already open. 2. Click Close. a message popup window appears with the message ‘Completed Successfully’.March 2016 37 .Deploy the PlantPAx Virtual Image Templates Chapter 2 This action automatically powers on the virtual machine once it is finished deploying and enables the next series of configurations. When the deployment is finished. see Configure Microsoft Windows 8.1 Professional on page 75 • If you are deploying a virtual server. IMPORTANT The virtual image deployment can take 20 minutes or more depending on the size of your template. IMPORTANT When powering up the virtual machine for the first time. These steps must be completed whenever you open a virtual machine.

The VMware vSphere Client software has better graphic performance with the VMware Tools SVGA driver installed.iso image files. The installers for VMware Tools for Windows are built into VMware vSphere Client as . 1. you must install VMware Tools.March 2016 . An . copy and paste between guest and host. From the Organizer on the left pane of the vSphere Client window. Other tools in the package support synchronization of time in the guest operating system. Complete these steps to install or upgrade VMware tools on the VMware vSphere Client. 38 Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 2 Deploy the PlantPAx Virtual Image Templates Install VMware Tools IMPORTANT If you are using VMware software to deploy your virtualized PlantPAx system. The VMware Tools package also supports required shared folders and drag and drop features. and improved mouse performance in some guest operating systems. right-click the virtual machine where you want VMware Tools upgraded or installed to and choose Guest>Install/Upgrade VMware Tools. However.iso image file looks like a CD-ROM to your guest operating system. you do not use an actual CD-ROM to install VMware Tools.

Deploy the PlantPAx Virtual Image Templates Chapter 2 2. Click the Summary tab to confirm the following: – VMware Tools: green check mark ‘Running (Current)’ – DNS Name: Computer name Rockwell Automation Publication 9528-UM001E-EN-P . Use the default ‘Automatic Tools Upgrade’ and click OK. The tools are automatically installed/upgraded on the virtual machine. 3.March 2016 39 .

and the clone becomes a template. From the datacenter. IMPORTANT The workstation that you use to connect to and configure your host server can act as your vCenter server. Larger organizations can use multiple datacenters to represent organizational units in their enterprise. On the workstation you use to manage your virtual appliances (templates and machines). complete these steps. On the VMware Website. 1. configure a vCenter server. For example. folders. Create a vCenter Server Before cloning the virtual image. you can add and organize inventory objects. Inventory objects can interact within datacenters. It gives administrators visibility into the configuration of the critical components of a virtual infrastructure—all from one place. but interaction across datacenters is limited. download the vCenter server software. A vCenter server provides centralized management of virtualized hosts and virtual machines from one console. You can store the original template for safekeeping in case you need to modify your templates. and clusters to a datacenter. IMPORTANT A datacenter is the primary container of inventory objects such as hosts and virtual machines.Chapter 2 Deploy the PlantPAx Virtual Image Templates Create a Template for Future Virtual Machine Deployments This section shows how to create a template within a datacenter by using a previously deployed virtual image.March 2016 . Typically you add hosts. A virtual machine is cloned. This template can be used to deploy other images. Rockwell Automation Publication 9528-UM001E-EN-P . TIP 40 The steps to download the vCenter server software are similar to the steps used to download Hypervisor starting with step 1 on page 15. you can move a virtual machine with vMotion technology across hosts within a datacenter but not to a host in another datacenter. A vCenter server can contain multiple datacenters.

Follow the installer instructions: – Click Next – Accept the End-User License Agreement (EULA) terms and click Next Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 41 . double-click the selected drive and click Install.Deploy the PlantPAx Virtual Image Templates Chapter 2 2. 3.iso (installer) file on a DVD. Put the .

and click Next. confirm the password. See the VMware documentation to learn more about which deployment type is right for your architecture. Select a deployment type and click Next. 42 Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 . 6. Type a sign-on password. You must create a password for your administrator account for this vCenter server. we selected ‘vCenter Server and Embedded Platform Services Controller’. For simplification. 5. and click Next. Type the name of the computer where you are installing the vCenter server.Chapter 2 Deploy the PlantPAx Virtual Image Templates 4.

click Finish. Talk to your system manager about handling SSL certificates for this application. user name. Click Login. In our example. Click Install. and password. Create a Template from an Existing Virtual Image This procedure shows you how to make a copy of a virtual image and turn it into a template for future deployments from the computer where you installed vCenter server.local' • use the password that you created for vCenter Server in step 6 on page 42. The vSphere Client window appears. 1. Double-click the VMware vSphere Client icon and type your IP Address. TIP Consider this process when you need to back up virtual images that represent virtual system elements.Deploy the PlantPAx Virtual Image Templates Chapter 2 7. • use the IP Address of the computer where vCenter server is installed • the user name consists of the vCenter Single Sign-On user name plus ‘@’ plus the Domain name.March 2016 43 . Rockwell Automation Publication 9528-UM001E-EN-P . 2. Click Next on the next four dialog boxes to do the following: – Use Windows Local System Account – Use an embedded database – Use common ports – Use directory defaults 8. When the installation is complete. This process could take a few minutes. 3. the user name is 'administrator@vsphere. 9. Click Ignore for now on the certificate window.

44 Rockwell Automation Publication 9528-UM001E-EN-P . Add a Host The host is the virtual machine where the virtual image is deployed. 2. When prompted.March 2016 .Chapter 2 Deploy the PlantPAx Virtual Image Templates Create a Datacenter The Datacenter is the primary container of inventory objects such as hosts and virtual machines. Click 'Add a host' to add a host server to the datacenter you just created. 1. Click 'Create a datacenter' to create a datacenter. type a name for the new datacenter (New Datacenter in our example) and click OK. 1.

Click 'Enter Key'. accept the default and click Next. Username. click Next. d. Rockwell Automation Publication 9528-UM001E-EN-P . and Password. Click 'Assign a new license key to this host'.March 2016 45 . Click OK and then click Next.Deploy the PlantPAx Virtual Image Templates Chapter 2 2. This IP Address is managed through the ESXi hypervisor. In the Specify Connection Setting window. c. b. 3. use the IP Address of the host server where the Virtual machines reside. see step 7 on page 22 for more information • use the user name and password that corresponds to the account you created for the same Host Server during the ESXi hypervisor setup in step 7 on page 20. In the Host Information window. 4. Type in the license key. type the host IP Address. if you are using the trial license that came with VMware vSphere Hypervisor. If you have purchased a permanent license: a. In the Assign License window. • in the Host field.

Because a vCenter server can manage multiple host servers. check or uncheck Enable Lockdown Mode. These organizational features help improve your understanding of your infrastructure and help with the management of servers. 46 Rockwell Automation Publication 9528-UM001E-EN-P . and click Next.Chapter 2 Deploy the PlantPAx Virtual Image Templates 5. click Next. click Next. On the Ready to Complete window. depending on your preferences for access control to the new host.March 2016 . 6. In the Virtual Machine Location window. In the Configure Lockdown Mode window. make sure to create/select the proper datacenter and host server where the virtual machines reside. select a Datacenter under which this new host can reside. 7.

the Datacenter (New Datacenter). Perform step 5 on page 33 through step 13 on page 37 and return to the next step.141) as shown in the following image. choose File>Deploy OVF Template.Deploy the PlantPAx Virtual Image Templates Chapter 2 The Organizer section of the vSphere Client window now includes the vCenter server (PASS01). Clone to Template The cloned image is turned into a virtual template. Now you must deploy an image to the host you just created.March 2016 47 . 2.168. 1.139. Rockwell Automation Publication 9528-UM001E-EN-P . In the vSphere Client window. and the Host (192. Deploy a Virtual Image This virtual image resides on your virtual host and is cloned so that is can be turned into a template that can be used for further deployments.

2. The Clone Virtual Machine to Template window shows the Host/Cluster section. The example shows a datacenter. The Clone Virtual Machine to Template dialog box shows the Name and Location section. 48 Rockwell Automation Publication 9528-UM001E-EN-P . In the Template Inventory Location box. 3. In the Template Name text box.Chapter 2 Deploy the PlantPAx Virtual Image Templates 1. but it could be a folder as well.March 2016 . select a location to store the new template and click Next. type a name for the new template and click Next. Right-click the virtual image that you want to clone and choose Template>Clone to Template.

Disk Format Options Format Description Same format as source Use the same format as the original disks. or storage location to store virtual template files on the cloned template and click Next. Thick Provision Lazy Zeroed Disk storage is allocated immediately in a default thick format. hard disk drive. Blocks containing older data on the storage device are cleared only when the virtual machine writes new data to the disk for the first time. Table 5 . Thin Provision Disk storage is allocated on demand as data is written to virtual disks.Deploy the PlantPAx Virtual Image Templates Chapter 2 4. 5. Rockwell Automation Publication 9528-UM001E-EN-P . Select the hypervisor that manages the resources of the server that hosts this template and click Next. Select the device.March 2016 49 . Thick Provision Eager Zeroed Disk storage is allocated immediately in a default thick format where blocks on the physical storage device are formatted with zeros to overwrite any older data.

6. This time is largely dependent on the size of the hard disk drive of the virtual machine you are making a template from. click Back to correct the information. Select one of the following to verify settings: • If the information is incorrect. • If the information is correct. IMPORTANT 50 The process of cloning a virtual machine to a template can take up to 30 minutes. Rockwell Automation Publication 9528-UM001E-EN-P . click Finish.March 2016 .Chapter 2 Deploy the PlantPAx Virtual Image Templates The Clone Virtual Machine to Template dialog box shows the Ready to Complete section.

the cloning is finished. Rockwell Automation Publication 9528-UM001E-EN-P .Deploy the PlantPAx Virtual Image Templates Chapter 2 7. You can view the status of the task by finding ‘Clone virtual machine’ in Recent Tasks at the bottom of the window. When the status = Completed.March 2016 51 .

• use the IP Address of the computer where vCenter Server is installed • the user name consists of the vCenter Single Sign-On user name plus ‘@’ plus the Domain name. you can deploy any number of virtual images from those templates. complete these steps to deploy additional virtual images. and password. 3. On the computer with vCenter Server installed. 4. 2. Additional deployments can be performed from these new templates. 5. On the left side pane. click ‘Deploy to a new virtual machine. In our example. the user name is 'administrator@vsphere. Double-click the VMware vSphere Client icon and type your IP Address.’ 52 Rockwell Automation Publication 9528-UM001E-EN-P . 1. click the template that you wish to use to deploy a virtual image. Click Login.Chapter 2 Deploy the PlantPAx Virtual Image Templates Deploy Additional Virtual Images From a Local Template When you have virtual image templates loaded into your datacenter. user name.March 2016 .local' • use the password that you created for vCenter Server in step 6 on page 42. On the Getting Started tab. Talk to your system manager about handling SSL certificates for this application. The vSphere Client window appears. Click Ignore for now on the certificate window.

Rockwell Automation Publication 9528-UM001E-EN-P . but it could be a folder as well. 6. type a name for the virtual machine you are about to create/deploy. In the Inventory Location box. 7. Select the hypervisor that manages the resources of the server that hosts this virtual machine and click Next. select a location to store the new virtual machine and click Next.March 2016 53 . 8. The Deploy Template window shows the Ready to Complete section.Deploy the PlantPAx Virtual Image Templates Chapter 2 The Name and Location page appears. The example shows a datacenter. The Storage page appears. In the Name box.

Thick Provision Eager Zeroed Disk storage is allocated immediately in a default thick format where blocks on the physical storage device are formatted with zeros to overwrite any older data.Disk Formats Format Description Same format as source Use the same format as the original disks. Thin Provision Disk storage is allocated on demand as data is written to virtual disks. The Guest Customization page appears.Chapter 2 Deploy the PlantPAx Virtual Image Templates 9.March 2016 . Thick Provision Lazy Zeroed Disk storage is allocated immediately in a default thick format. Blocks containing older data on the storage device are cleared only when the virtual machine writes new data to the disk for the first time. Select the Datastore to host the cloned template and click Next. 10. 54 Rockwell Automation Publication 9528-UM001E-EN-P . Select Thin Provision from the pull-down menu to store the virtual image files and click Next. Table 6 .

you can create customization specifications. and license settings). You can specify the customization settings when you launch the Guest Customization wizard during the cloning or deployment process.March 2016 55 . During the cloning or deployment process. 13. Click Next.Deploy the PlantPAx Virtual Image Templates Chapter 2 11. Alternatively. Clear 'Power on this virtual machine after creation'. Use the Customization Specification Manager to manage customization specifications you create with the Guest Customization wizard. such as conflicts due to duplicate computer names. Click one of the following options for the guest operating system that is hosting the new virtual machine: • Do not customize (we recommend this option at this stage) • Customize by using the Customization Wizard • Customize by using an existing customization specification If you choose to customize. Customize the guest operating system to change properties (such as the computer name. network settings. options include the following: • Change computer name • Change domain and/or workgroup names • Change Ethernet settings IMPORTANT When you clone a virtual machine or deploy a virtual machine from a template. which are customization settings stored in the vCenter server database. you can select a customization specification to apply to the new virtual machine. Rockwell Automation Publication 9528-UM001E-EN-P . Customizing guest operating systems can help prevent conflicts if virtual machines with identical settings are deployed. you can customize the guest operating system of the virtual machine. 12.

Select one of the following to verify settings: • If there is incorrect information.March 2016 . 15.Chapter 2 Deploy the PlantPAx Virtual Image Templates 14. • If the information is correct. You can view the status of the task by finding ‘Clone virtual machine’ in Recent Tasks at the bottom of the window. On the Ready to Complete window. The time required is largely dependent on the size of the hard disk drive of the template you are using to deploy a virtual machine. click Back to correct the information. IMPORTANT The process of deploying a virtual machine from a template can take up to 30 minutes. 16. click Finish. the cloning is finished. 56 Rockwell Automation Publication 9528-UM001E-EN-P . When the status = Completed. clear the ‘Edit virtual hardware (Experimental)’ checkbox.

Deploy the PlantPAx Virtual Image Templates Convert a Virtual Image Chapter 2 This section describes how to use the vCenter Converter Standalone tool as an alternative to deploy a virtual machine into your host server. Rockwell Automation Publication 9528-UM001E-EN-P . and system images.March 2016 57 . download the vCenter Converter Standalone software. TIP The steps to download the vCenter Converter Standalone software are similar to the steps used to download Hypervisor starting with step 1 on page 15. including the following: • Import running remote physical and virtual machines as virtual machines to a simple host server with ESXi hypervisor or to a host server with ESXi managed by a vCenter server. You can use vCenter Converter Standalone software to perform important conversion tasks. which are key for system migrations or upgrades. The tool is not required for this procedure but it is a free tool that lets you deploy virtual machines into your host server. These capabilities are used in VMware hosted and managed products. virtual machines. Download the vCenter Converter Standalone Software On the VMware website. • Import virtual machines that are hosted by VMware Workstation or Microsoft Hyper-V server to a host server with ESXi managed by a vCenter server. • Import third-party backup or disk images to a host server with ESXi managed by a vCenter server. The vCenter Converter Standalone tool has important capabilities such as converting physical machines.

If you intend to use vCenter Converter Standalone software to create a virtual image of a physical computer. you must install the vCenter Converter Standalone software. navigate to the installation files and double-click the VMWareconverter. 1.March 2016 . 2. Install the software on the workstation you use to connect to and configure your host server. On the workstation to install the vCenter Converter Standalone tool. The vCenter Converter Standalone program opens and starts an InstallShield wizard. Click Next. 58 Rockwell Automation Publication 9528-UM001E-EN-P . To install the software. complete these steps.vmware. For more information on how to use the tool for different procedures.exe file.Chapter 2 Deploy the PlantPAx Virtual Image Templates Install the Standalone Converter Software If you do not own a copy of VMware Workstation or vSphere Client and you wish to deploy a virtual machine into your host server. see http://www.com/products/converter. you must install the tool on the machine that you are virtualizing.

4. 5. Click ‘I agree to the terms in the License Agreement’.vmware. 6. 7. and click Next. our example is a local installation.pdf for more information. select Converter server. select one of the following: • Local installation (recommended). For simplicity. Rockwell Automation Publication 9528-UM001E-EN-P . click Next. Click Finish when the installation is complete. • Client-server installation (see http://www.Deploy the PlantPAx Virtual Image Templates Chapter 2 3. and click Next. On the Setup Type page.March 2016 59 . Click Install. On the Destination Folder page.com/pdf/ convsa_50_guide.

For example.Chapter 2 Deploy the PlantPAx Virtual Image Templates Convert a Virtual Machine The vCenter Converter Standalone software installs VMware Tools to let you customize the guest operating system. complete these steps.March 2016 . 1. you can change the host name or network settings. To change the host name. Open the VMware vCenter Converter Standalone software and click Convert Machine. 60 Rockwell Automation Publication 9528-UM001E-EN-P .

2.Deploy the PlantPAx Virtual Image Templates Chapter 2 The Conversion dialog box appears.March 2016 61 . Rockwell Automation Publication 9528-UM001E-EN-P . Select ‘VMware Workstation or other VMware virtual machine’ from the 'Select source type' pull-down.

62 Rockwell Automation Publication 9528-UM001E-EN-P . On the Destination System window. type the IP Address. 6. Talk to your system manager about SSL certificates for this application. User name. 5. Click browse to navigate to the location of the virtual image that you want to convert. Click Next. and click Next. 4. Click Ignore for now on the certificate window.March 2016 . choose the file. and Password of the server where the virtual machine is being deployed to after conversion.Chapter 2 Deploy the PlantPAx Virtual Image Templates 3.

8. Type the name that you want for this virtual machine and click Next. 9. In the Inventory section.Deploy the PlantPAx Virtual Image Templates Chapter 2 7. you can have multiple suitable hosts depending on your system configuration in the Datastore section.March 2016 63 . Select the location where you store the virtual machine. and click Next. Rockwell Automation Publication 9528-UM001E-EN-P . More locations to store the files for your virtual machine show up depending on your system configuration. Select the virtual machine version from the pull-down.

11.March 2016 . 10. click Next. After making your choices. 64 Rockwell Automation Publication 9528-UM001E-EN-P . This window is where you can make permanent changes according to your needs.Chapter 2 Deploy the PlantPAx Virtual Image Templates A Conversion window with parameter options for the conversion task appears. Confirm your settings and click Finish. The vCenter Converter Standalone window appears to show the progress of the conversion.

5. and password that you created for the server on page 25 in Chapter 1. and password. Talk to your system manager about handling SSL certificates for this application. 2. Rockwell Automation Publication 9528-UM001E-EN-P . Right-click the virtual machine that you wish to configure or alter and choose Edit Settings. 4. consider the following options: • Add a USB Controller on page 65 • Initiate Automatic Startup on page 67 • Set Resource Pool Priority on page 70 Add a USB Controller To use information from a USB hard disk drive. Double-click the VMware vSphere Client icon and type your IP Address.Deploy the PlantPAx Virtual Image Templates Chapter 2 The conversion time depends on the following: • Network connection between the host server (where the converted machine is hosted) and the workstation (where the machine that you are converting currently resides) • Size of the image Optional Virtual Machine Interactions To help expedite the use of your virtual machines. 1. Click Ignore for now on the certificate window. Click Login. 3. user name.March 2016 65 . Use the IP Address. complete these steps to add a USB controller to a virtual machine. The vSphere Client window appears. user name. Click ‘+’ to expand the host computer files.

and click Next. click the icon toolbar at the top of the window.March 2016 . Select 'EHCI+UHCI' as the controller type. on the vSphere Client 11. To access a USB connection. Click Next after you select USB Controller as the device. 9. 7. 10. Choose Connect to USB device>Shared Broadcom Corp Contacted SmartCard 0. To complete the procedure. 8. In the Virtual Machine Properties window. 66 Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 2 Deploy the PlantPAx Virtual Image Templates 6. click Finish and OK. click Add on the Hardware tab.

Deploy the PlantPAx Virtual Image Templates

Chapter 2

Initiate Automatic Startup
To program the host server to start your virtual machines automatically, complete
these steps.
1. Double-click the VMware vSphere Client icon and type your IP Address,
user name, and password.
Use the IP Address, user name, and password that you created for the
server on page 25 in Chapter 1.
2. Click Login.
3. Click Ignore for now on the certificate window.
Talk to your system manager about handling SSL certificates for this
application.
The vSphere Client window appears.
4. Click the host server and then click the Configuration tab.

5. In the Software pane, click Virtual Machine Startup/Shutdown.
The Properties button appears in the upper, right corner of the
Virtual Machine Startup and Shutdown window.

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6. Click Properties.
7. Check ‘Allow virtual machines to start and stop automatically with
the system’.
The information becomes active on the Virtual Machine Startup and
Shutdown window. This information lets you configure the settings
and preferences.

8. Click Move Up to move the desired host server from the Manual Startup
category up under the Automatic Startup category.
You can select additional servers and click Move Up or Move Down to
determine the startup order as shown in the following image. A sequential
number order appears.
9. When you are satisfied with the Startup order, click OK.

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IMPORTANT

Chapter 2

Following is the recommended start-up order for the typical system
elements of a virtual PlantPAx system.
1. Process Automation Domain Controller - PADC
2. SQL server - AppServ-Info (SQL)
3. Process Automation System Server - PASS
4. Engineering Workstation Application Server (AppServ-EWS)
5. Redundant Process Automation System Server - PASS
6. Batch Management Server (AppServ-Batch)
7. Operator Workstation Application Server (AppServ-OWS)
8. Historian server - AppServ-Info (Historian)
9. VantagePoint server - AppServ-Info (VantagePoint)
10. Asset Management server (AppServ-Asset)
11. Level 3 devices and computers

Send Commands to Host Server
You can also send shutdown and restart commands directly to the host server via
the vSphere Client.
1. On the vSphere Client window, right-click a host server and choose either
Shut Down or Reboot.

A confirmation window appears.
2. Click Yes or No.
3. If Yes, type a reason for this action into a textbox.
4. Click OK.

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Set Resource Pool Priority
You can set the priority of the resource allocation that your virtual machine
requires from the host server. The allocation of CPU and memory resources
depends on performance needs. A virtual machine can be grouped for ‘High
Performance’, ‘Normal Performance’, or ‘Low Performance’ depending on its
performance needs.
IMPORTANT

For more information and resource pool priority recommendations for servers
and workstation, see Resource Pool Allocation in the PlantPAx System
Reference Manual, publication PROCES-RM001.

1. Double-click the VMware vSphere Client icon and type your IP Address,
user name, and password.
Use the IP Address, user name, and password that you created for the
server on page 15 in Chapter 1.
2. Click Login.
3. Click Ignore for now on the certificate window.
Talk to your system manager about handling SSL certificates for this
application.
The vSphere Client window appears.
4. Right-click a host server and choose New Resource Pool.

The Create Resource Pool dialog box appears.

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Drag and drop virtual machines to the Resource Pool that matches the needs and intended use.Deploy the PlantPAx Virtual Image Templates Chapter 2 5. The priority types appear in the tree for the host server. 6. Repeat step 1 through step 7 for each virtual machine depending if the priority is ‘High Performance’. Rockwell Automation Publication 9528-UM001E-EN-P . Type the priority in the Name text box.March 2016 71 . You can use the slider bar to allocate CPU and memory. 8. Click the Shares pull-down menu and select ‘High’ for the CPU and Memory Resources categories. 9. Click OK. High Performance. or ‘Low Performance’. For example. respectively. 7. ‘Normal Performance’. Settings for that resource pod are assigned.

When you are done setting the hierarchy for resource allocation. Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 2 Deploy the PlantPAx Virtual Image Templates 10. Memory. click the host server and then the Resource Allocation tab. TIP 72 You can click the respective View buttons (CPU.March 2016 . Storage) to determine the resource allocation according to the application requirement.

March 2016 73 . Rockwell Automation Publication 9528-UM001E-EN-P .1 Professional software • Network adapter settings • FactoryTalk® Directory location The EWS supports system configuration. The required Rockwell Automation® software for the EWS and OWS system elements is included and pre-installed in the virtual image templates. Click Yes to continue. these activations can be used to activate the virtual image templates. IMPORTANT The configuration procedures for the Engineering Workstation (EWS) and Operator Workstation (OWS) are similar even though these PlantPAx system elements operate differently. This chapter describes the following configuration procedures: • Microsoft Windows 8. Thew EWS is the central location for monitoring and maintaining system operations.Chapter 3 Configure the Workstations This chapter describes how to configure workstations for your virtualized PlantPAx® DCS. you can encounter a User Account Control window that asks if you want to allow a program to make computer changes. and maintenance functions of the PlantPAx system. application development. IMPORTANT If you own individual product activations. purchase an activation license. During the configuration of EWS and OWS stations. but not activated. To activate each EWS or OWS instance that is deployed. The OWS support operator interaction and control of the process through a human machine interface (HMI).

Figure 3 .OWS and EWS Workstation Workflow Start Before You Begin See page 74 Configure Windows 8. If you need to deploy a virtual image template into your system. See the page number or click the links for quick access to specific information. see Chapter 2 on page 29 for details.March 2016 .Chapter 3 Configure the Workstations Before You Begin You must have deployed your template from a USB drive or from a local template before performing the following procedures.1 See page 75 Standard Workstation Configuration See page 86 See Chapter 4 74 Rockwell Automation Publication 9528-UM001E-EN-P . these steps are relevant when accessing a virtual image for the first time. Figure 3 contains the topics that are described in this chapter.

In the Organizer tree. and password.March 2016 75 . Click the Console tab. Rockwell Automation Publication 9528-UM001E-EN-P . From the workstation you are using to connect to and configure your host server. . Type your IP address. In the organizer tree. right-click the virtual machine and choose Power>Power On. • Use the user name and password that you created in step 7 on page 20. 5. double-click the VMware vSphere Client icon. user name. 3.Configure the Workstations Configure Microsoft Windows 8. click the name of the virtual machine you want to configure. 1.1 Professional settings for the EWS and OWS workstations. 2.1 Professional Chapter 3 Complete these steps to configure Microsoft Windows 8. • Use the IP address that you entered on step 7 on page 22. 4.

76 Rockwell Automation Publication 9528-UM001E-EN-P . for example. The Microsoft Windows Set Up Windows dialog box appears. Choose the appropriate option from the following pull-down menus and click Next. Time Zone Choose your time zone.Initial Settings Setting Description Country or region Choose your country or region. for example. the screen can remain black for several minutes. Time and currency Choose your time and currency. for example. Type a Product Key and click Next. Keyboard layout Choose your keyboard layout. United States. The Product Key window appears. English (United States).March 2016 . Table 7 . 7. 6. US.Chapter 3 Configure the Workstations IMPORTANT When powering up the virtual machine for the first time.

read the License Terms. click a color to select it for your background. In the PC name text box. click 'I Agree'.Configure the Workstations Chapter 3 TIP When you purchase a physical version of the virtual image templates with Microsoft OEM operating systems. In the Personalize window. In the End User License Agreement (EULA) window. Rockwell Automation Publication 9528-UM001E-EN-P . IMPORTANT This example shows the Microsoft OEM screens presented during initial operating system configuration. See Use Windows License Keys on page 198 for information on Microsoft Volume Licensing. 10.March 2016 77 . and click Next. the Microsoft Product Key required for this step is included in the product package. For Microsoft Volume License operating systems this screen will not appear. 9. To purchase Additional Microsoft licenses please contact your Allen-Bradley or Microsoft Distributors. type a name for your computer and click Next. 8.

and click 'Use express settings'. In the Settings window. read the settings. Otherwise.Chapter 3 Configure the Workstations 11. 12.March 2016 . 78 Rockwell Automation Publication 9528-UM001E-EN-P . 13. In the second settings page. click Customize and continue with the next step. Continue with step 21 on page 82. click Yes.

Table 8 . Click Next. choose 'Don’t set up Windows Update (not recommended)' from the Windows Update pull-down list. apps and info for new devices On Off Automatically update my apps On Off Use SmartScreen online services to help protect against malicious content in sites loaded by Windows Store apps and Internet Explorer.Third Settings Page Description Default Recommended Settings Automatically get device drivers. In the third settings page. 15. Click the white space to match settings in Table 8.Configure the Workstations Chapter 3 14. and malicious downloads On Off Send a Do Not Track request to websites I visit in Internet Explorer On Off Rockwell Automation Publication 9528-UM001E-EN-P . 16.March 2016 79 .

March 2016 . click the white space to match settings in Table 9.Fourth Settings Page 80 Description Default Recommended Setting Use Windows Error Reporting to check online for solutions to problems On Off Use compatibility lists for Internet Explorer to help improve my experiences on some sites On Off Send some location data to Microsoft when location-aware apps are used Off Off Send Microsoft info about how I use my personal computer as part of the Customer Experience Improvement Program (a file will periodically download to collect better info) Off Off Send Microsoft info about how I use Help as part of the Customer Experience Improvement Program Off Off Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 3 Configure the Workstations 17. 18. In the fourth settings page. Click Next. Table 9 .

use page prediction to preload pages. .Fifth Settings Table Description Default Recommended Setting Use Bing to get search suggestions and web results in Windows Search. click the white space to match settings in Table 10. On the fifth settings page.March 2016 81 . Table 10 .Configure the Workstations Chapter 3 19. location. which sends my browsing history to Microsoft On Off Let apps use my name and account picture On Off Let apps use my advertising ID for experiences across apps On Off Let Windows and apps request my location from the Windows Location Platform On Off Get better protection from malware by sending info and files to Microsoft Active Protection Service when Windows Defender is turned on On Off Rockwell Automation Publication 9528-UM001E-EN-P . Click Next. and let Microsoft use my search history. Windows 8. and some account info to personalize my experiences On Off In Internet Explorer. 20.1 OS checks your internet connection.

Chapter 3 Configure the Workstations 21. type the following: • Username • Password • Password verification • Password hint 82 Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 . 22. On the create 'Your account' page. click 'Create a local account'. If you do not have an internet connection.

1. The Folder Options dialog box appears. #. The images in this section can differ depending on whether you are using Windows 8. Click the Windows symbol on the left side of the taskbar. Windows 8. 2. Click Finish. the desktop of the virtual machine appears.1 installs the Apps now. Click Control Panel and choose Folder Options. $. %) 23.1 Professional or Windows Server 2012. Configure Programs Menu Complete the steps on the system computers to group folders under ‘Programs’ on the taskbar. Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 83 . When complete. When the Apps are installed. you can access Windows and Rockwell Software® folders by clicking the Programs IMPORTANT symbol.Configure the Workstations IMPORTANT Chapter 3 Passwords must meet the following minimum requirements: • Cannot contain the user's account name or parts of the user's full name that exceed two consecutive characters • Must be at least six characters in length • Must contain characters from three of these four categories: – English uppercase characters (A…Z) – English lowercase characters (a…z) – Base 10 digits (0…9) – Non-alphabetic characters (for example. !.

and choose New toolbar.Chapter 3 Configure the Workstations 3. Right-click in the taskbar. For example: C:\ProgramData\Microsoft\Windows\StartMenu\Programs. navigate to your Programs folder.March 2016 . click Toolbars. Click Select Folder. On the New Toolbar window. 84 Rockwell Automation Publication 9528-UM001E-EN-P . 6. and drives’ and click OK. 4. select ‘Show hidden files. On the View Tab. 5. folders.

Configure the Workstations Chapter 3 The result is a custom menu with easy access to Rockwell Software. Check the Internet Time Tab and make sure the check box for Synchronize with an Time Server is unchecked.March 2016 85 . Rockwell Automation Publication 9528-UM001E-EN-P . Before proceeding. 8. click the Date/Time in the lower right-hand corner of the desktop. 7. Verify that the Date and Time settings are correct.

Rename the Computer You have the option of giving the computer a different name than the one assigned during configuration of the Windows settings. . 2. Or. 86 Rockwell Automation Publication 9528-UM001E-EN-P . The Control Panel System window appears.March 2016 . right-click This PC and choose Properties at the bottom of the window. 1. you can add the workstation to a domain by performing these steps. On the Windows Start page.Chapter 3 Configure the Workstations Standard Workstation Configuration The following procedures apply to EWS and OWS workstations. click the Windows icon. On the desktop of the virtual machine.

and workgroup settings area. On the Computer Name/Domain changes window. click Change. in the Computer Name box.March 2016 87 .Configure the Workstations Chapter 3 3. 4. click Change Settings. Rockwell Automation Publication 9528-UM001E-EN-P . In the Computer name. IMPORTANT Do not use spaces. hyphens. domain. type a computer name. 5. or any special character symbols. on the Computer Name tab. On the System Properties window.

Click Network and Sharing Center. From the Value menu. Log in by using your domain credentials or the local user administration account previously created (step 22 on page 82). and security settings. 9. The domain centralizes administration of the users. 4. groups. When prompted. Click the Power Management tab. Click Change Adapter Settings. You must have an appropriate domain user account and proper credentials to add the computer to the domain. The Network Properties dialog box appears. 8. Click the Advanced tab. restart the virtual computer so the changes to the settings take effect. and power management settings for the Ethernet adapter. choose Auto Negotiation. duplex. Configure Ethernet Network Adapter Settings Complete these steps to set the speed. IMPORTANT We recommend that PlantPAx servers and workstations be members of a Windows domain for systems with 10 or more computers. 9. 2. Select Domain and type a domain name or Workgroup (default) and type a workgroup name. 7.Chapter 3 Configure the Workstations 6.March 2016 . From the Property window. 11. Click OK. 8. choose Link Speed and Duplex. Click OK. 3. 88 Rockwell Automation Publication 9528-UM001E-EN-P . 5. 7. Click Configure. 6. Clear the ‘Allow the computer to turn off this device to save power’ checkbox. 10. Right-click Local Area Connection and choose Properties. Click Start and choose Control Panel. 1. . The Network and Sharing Center dialog box appears.

Click the Advanced system settings. In the Remote Assistance Section. In the Remote Desktop Section. Specify the FactoryTalk Directory Location IMPORTANT To complete this procedure. 5. 1. Adjust the Processor Scheduling Setting Complete these steps to adjust processor scheduling for best performance in the Windows 8. click the ‘Allow remote connections to this computer’ box. 5. 2. The workstation being configured must have an established connection with the PASS server.March 2016 89 . Right-click the Windows Start icon and choose System. 3. 4. 6. On the Performance Options. Rockwell Automation Publication 9528-UM001E-EN-P . 2. click the Background services button to adjust best performance. click the Settings button under Performance. Click Remote settings. 4. a PASS server must be configured on your system. 1. choose the Advanced tab. Under the Processor Scheduling section. verify that the ‘Checkbox to Allow Remote Assistance connections to this computer’ is not checked. Click OK. 3. Click OK. From the Advanced tab. Right-click the Windows Start icon and choose System.Configure the Workstations Chapter 3 Configure Remote Settings Complete these steps to configure remote settings for a virtual image to allow remote connections to this computer.1 operating system. Complete these steps to specify the Network FactoryTalk Directory location for EWS and OWS workstations. 1. Click the Programs icon and choose Rockwell Software>FactoryTalk Tools>Specify FactoryTalk Directory Location.

Chapter 3 Configure the Workstations The FactoryTalk Directory Server Location Utility dialog box appears. 3. Restart the workstation after making a change to the FactoryTalk Directory. 6. Click Remote computer. 8. enter your credentials and click OK. Choose the appropriate PASS server name and click OK. Type your FactoryTalk Directory Administration Console credentials into the login screen and click OK. When prompted.March 2016 . 2. IMPORTANT Repeat all steps for each workstation. 7. 5. 90 Rockwell Automation Publication 9528-UM001E-EN-P . Click Browse (ellipsis '…'). The Network FactoryTalk Directory location has now been specified. 4. This is the computer that is hosting the FactoryTalk Directory services. IMPORTANT Browse can be inactive if Network Discovery and File Share are not enabled. Click Browse (ellipsis '…') to navigate the network to find the computer name of the PASS server.

these activations also can be used to activate the virtual image templates. but not activated.March 2016 91 . See Activations on page 195 for activation procedures.AppServ-OWS • Engineer Workstation Application Server . we recommend that you configure the domain controller before any other system element.AppServ-Info (Historian) • Batch Management Server . and Historian servers be installed after the host computer name is assigned. Rockwell Automation Publication 9528-UM001E-EN-P . Virtual templates are available for the following PlantPAx system elements: • Process Automation Domain Controller . This chapter describes how to configure virtual server templates.PASS • SQL Server .AppServ-Batch • Asset Management Server . If you plan to deploy a domain controller.AppServ-Info (SQL) • Historian Server .AppServ-EWS • VantagePoint Server . IMPORTANT We recommend that VantagePoint.PADC • Process Automation System Server .AppServ-Info (VantagePoint) The required Rockwell Automation® software for each virtual server is included and pre-installed in the virtual image templates.AppServ-Asset • Operator Workstation Application Server .Chapter 4 Configure the Servers PlantPAx® system servers (whether physical or virtual machines) share a collection of data to clients. If you already own individual product activations. Batch.

Chapter 4 Configure the Servers Figure 4 contains the topics that are described in this chapter. verify that the selected template has been deployed from a USB drive or from a cloned template. See Chapter 2 on page 29 for procedures on how to deploy a template.March 2016 . 92 Rockwell Automation Publication 9528-UM001E-EN-P .PlantPAx Server Initiation Start Before You Begin See page 92 Configure Microsoft Windows Server 2012 See page 93 Standard Server Configuration See page 98 Configure Virtual Servers See page 109 See Appendix A Before You Begin Before completing the procedures in this chapter. Click the page number or the links for quick access to specific information in each subsection. Figure 4 .

1. 4. – Use the user name and password that you created in step 7 on page 20. IMPORTANT When powering up the virtual machine for the first time. the screen can remain black for several minutes.Configure the Servers Configure Microsoft Windows Server 2012 Chapter 4 Complete these steps to configure Microsoft Windows Server 2012 settings for your virtual servers. – Use the IP address that you entered on step 7 on page 22. In the organizer tree. Double-click the VMware vSphere Client icon and type your IP address. and password. right-click the virtual machine and choose Power>Power On. Click the Console tab. user name. 2. Rockwell Automation Publication 9528-UM001E-EN-P . click the name of the virtual machine that you want to configure. In the Organizer tree. 3.March 2016 93 .

US. Keyboard layout Choose your keyboard layout. 1. For example.Location Server Settings Menu Description Country or region Choose your country or region. Table 11 . For example. 2.Chapter 4 Configure the Servers The Microsoft Windows Set Up Windows dialog box appears. United States. English (United States). 94 Rockwell Automation Publication 9528-UM001E-EN-P . For example. Applicable language Choose your language. Click Next. Choose the appropriate option from the following pull-down menus .March 2016 .

Read the EULA and click ‘I accept the license terms’. the Microsoft Product Key required for this step is included in the product package. type the information and click Next.March 2016 95 . In the Product Key window. To purchase additional Microsoft licenses. Rockwell Automation Publication 9528-UM001E-EN-P . See Use Windows License Keys on page 198 for more information. 4. IMPORTANT This example shows the Microsoft OEM screens presented during initial operating system configuration. this screen will not appear. TIP When you purchase a physical version of the virtual image templates with Microsoft OEM operating systems. For Microsoft Volume License operating systems.Configure the Servers Chapter 4 The Product Key window appears. contact your Allen-Bradley or Microsoft distributors. 3. The End-User License Agreement (EULA) appears.

you must press Ctrl + Alt + Insert to access the virtual machine. %) 6. !. type the Administrator password that you created. $. 96 Rockwell Automation Publication 9528-UM001E-EN-P . type 'Administrator'. A message appears: ‘Press Ctrl + Alt + Delete to sign in’. Click Finish. IMPORTANT Passwords must meet the following minimum requirements: • Cannot contain the user's account name or parts of the user's full name that exceed two consecutive characters • Must be at least six characters in length • Must contain characters from three of these four categories: – English uppercase characters (A…Z) – English lowercase characters (a…z) – Base 10 digits (0…9) – Non-alphabetic characters (for example.Chapter 4 Configure the Servers 5. The sequence 'Ctrl + Alt + Del' is reserved for the terminal from where you connect to the server that hosts the virtual machine. 7. 8. IMPORTANT Even though ‘Press Ctrl + Alt + Delete …’ is displayed on the screen.March 2016 . type the administrator password that you just created. Press Ctrl+Alt+Insert. 9. Type a password and then retype the password to verify. Press Enter. Click the Administrator icon. If you see the Other-User logon. #.

11. Click Yes. The Windows 2012 server is ready to use. The Networks dialog box appears. The virtual image desktop appears.March 2016 97 . Rockwell Automation Publication 9528-UM001E-EN-P .Configure the Servers Chapter 4 10. Press Enter.

. Create an Administrator User Account We suggest that you create an Administrator user account for each user that requires administrative privileges. Complete these steps. Click Manage Another account. Click Control Panel. and creates a backup of critical system information. This best practice safeguards server corruption by restricting access to the default administrative account. The User Accounts window appears. 3.March 2016 icon. 1. 98 Rockwell Automation Publication 9528-UM001E-EN-P . Complete these procedures on all virtual servers that you are deploying. 4. Click User Accounts.Chapter 4 Configure the Servers Standard Server Configuration The following procedures can help manage who has access to the server and login privileges. Each user can be delegated a separate user account with password protection. click the Windows The Start window appears. The Manage Accounts window appears. The Control Panel Items window appears. 2. On the virtual image.

Configure the Servers Chapter 4 5. retype the password for verification. IMPORTANT Remember the password because you need it when you configure the FactoryTalk® Directory. The Change Account window appears. Type the name of the user. Click ‘Change the account type’. 8. 9. click the user that you just created. Rockwell Automation Publication 9528-UM001E-EN-P . Click Next. 7. and a hint to remind you of the verified password.March 2016 99 . and then Finish on the next dialog box. If the user icons appear. Click ‘Add a user account’ below the Administrator icon. 6. a password.

100 Rockwell Automation Publication 9528-UM001E-EN-P . 12. On the next window. To close the window. 11. the new user can see the account information. Right-click Start and choose Shut down or Sign out>Sign out.Chapter 4 Configure the Servers 10. On the next window. click the red 'X' in the upper-right corner.March 2016 . select Administrator and click ‘Change Account Type’.

Type the password that you created in step 6 on page 99 and press Enter. a logon message appears: ‘Press Ctrl + Alt + Delete to sign in’.Configure the Servers Chapter 4 Log In to New User Account Complete these steps to initiate a new user account. The sequence 'Ctrl + Alt + Del' is reserved for the terminal from where you are connecting to the server that hosts the virtual machine. 2. 1. type the name of your new user. IMPORTANT Even though ‘Press Ctrl + Alt + Delete …’ is displayed on the screen. you must press Ctrl + Alt + Insert to access the virtual machine. Click New_User or if you see the user icons. The Windows virtual image desktop appears with your personal account privileges. After you sign out.March 2016 101 . Rockwell Automation Publication 9528-UM001E-EN-P . Press Ctrl+Alt+Insert.

Click Control Panel and choose Folder Options. 1. Right-click in the taskbar. Click the Windows symbol on the left side of the taskbar. click Toolbars. The images in this section can differ from your images whether you use Windows 8.1 Professional or Windows Server 2012. folders. 102 Rockwell Automation Publication 9528-UM001E-EN-P . select ‘Show hidden files. The Folder Options dialog box appears. and drives’ and click OK.March 2016 . On the View Tab. and choose New toolbar.Chapter 4 Configure the Servers Configure Programs Menu Complete these steps on the system computers to group folders under ‘Programs’ on the taskbar. 4. When complete. 3. you can access Windows and software folders by clicking the Programs IMPORTANT symbol. 2.

On the New Toolbar window. navigate to your Programs folder. Before proceeding. Check the Internet Time Tab and make sure the check box for Synchronize with an Time Server is unchecked. 6. click the Date/Time in the lower right-hand corner of the desktop.Configure the Servers Chapter 4 5.March 2016 103 . Click Select Folder. For example: C:\ProgramData\Microsoft\Windows\StartMenu\Programs. 8. Rockwell Automation Publication 9528-UM001E-EN-P . Verify that the Date and Time settings are correct. This creates a custom menu with easy access to Rockwell Software 7.

The System Properties dialog box appears. to open the 2. 1. hyphens.March 2016 . On the Server Manager window. From the Windows Server 2012 desktop. click Local Server and then click the computer name. If the User Account Control dialog box appears. type your password and click Yes.Chapter 4 Configure the Servers Rename the Computer Complete these steps to rename the computer. click Server Manager. 3. 104 Rockwell Automation Publication 9528-UM001E-EN-P . or any special character symbols. . IMPORTANT Do not use spaces.

5. 8. Restart the virtual machine for the changes to the settings. type the name of your domain. IMPORTANT We recommend that you restart your computer so that these changes take effect.Configure the Servers Chapter 4 4. Click Change on the System Properties dialog box. Type a new computer name. Log in by using your domain credentials or local user administration account previously created.March 2016 105 . and click OK. Rockwell Automation Publication 9528-UM001E-EN-P . 7. 6. Click Domain.

click Control Panel. On the All Control Panel Items widow. duplex. In the Start window.Chapter 4 Configure the Servers Configure Ethernet Network Adapter Settings Complete these steps to set the speed. and power management settings for the Ethernet adapter. 4. On the virtual image. click the Windows icon. click Network and Sharing Center. 1. click Change Adapter Settings. 3.March 2016 . In the Network and Sharing Center window. 2. 106 Rockwell Automation Publication 9528-UM001E-EN-P .

March 2016 107 .Configure the Servers Chapter 4 5. Right-click the Ethernet network connection and choose Properties. If asked. Rockwell Automation Publication 9528-UM001E-EN-P . 7. 10. From the Value pull-down menu. 8. choose Auto Negotiation. From the Property window. 13. 12. Click the Advanced tab. 11. 6. 9. type your password and click Yes. In the Ethernet Properties dialog box. Click the Power Management tab. Clear the ‘Allow the computer to turn off this device to save power’ checkbox. choose Speed and Duplex. Click OK. click Configure.

4. 108 Rockwell Automation Publication 9528-UM001E-EN-P . Click the Advanced system settings. Right-click the Windows Start icon and choose System. choose the Advanced tab. In the Remote Assistance Section. From the Advanced tab. Click Remote settings. verify that the ‘Checkbox to Allow Remote Assistance connections to this computer’ is not checked. click the Settings button under Performance. In the Remote Desktop Section. 2. click the Background services button to adjust best performance. Right-click the Windows Start icon and choose System. Click OK. 3. 3.March 2016 . click the ‘Allow remote connections to this computer’ box.1 operating system. 2. 5. Click OK. 1. Under the Processor Scheduling section. On the Performance Options.Chapter 4 Configure the Servers Configure Remote Settings Complete these steps to configure remote settings for a virtual image to allow remote connections to this computer. 5. Adjust the Processor Scheduling Setting Complete these steps to adjust processor scheduling for best performance in the Windows 8. 1. 6. 4.

PlantPAx Virtual Servers Start Configure the PADC Virtual Server Configure the Batch Virtual Server See page 110 See page 157 Configure the PASS Virtual Server Configure the Asset Virtual Server See page 110 See page 169 Configure the SQL Virtual Server Configure the AppServ-OWS AppServ-EWS Virtual Servers See page 179 See page 116 Configure the Historian Virtual Server See page 132 Configure the VantagePoint Virtual Server See page 183 See Appendix A Rockwell Automation Publication 9528-UM001E-EN-P . The PADC server must be deployed first.March 2016 109 . Figure 5 .Configure the Servers Configure Server Templates Chapter 4 Figure 5 contains the topics for the virtual servers that are described in this section. See the page number or click the links for quick access to specific information.

complete the following tasks: • The PADC template has been deployed. See Configure Microsoft Windows Server 2012 on page 93.Chapter 4 Configure the Servers Configure the PADC Virtual Server A domain controller is a server that responds to security authentication requests (logging in. publication PROCES-UM001. for domain controller configuration procedures. • Microsoft Window Server 2012 has been configured. The PlantPAx system uses a domain controller to store user account information. whether it’s an existing domain or a new one. and so forth) within the Windows server domain.March 2016 . See Deploy the PlantPAx Virtual Image Templates on page 29. see the PlantPAx Distributed Control System Infrastructure Configuration User Manual. authenticate users. Before configuring the domain controller. enforce security policies and best networking practices such as automatic network address assignment. A domain grants you access to a number of network resources (such as applications and printers) with the use of a single user name and password combination. Once you have completed the previous tasks. 110 Rockwell Automation Publication 9528-UM001E-EN-P . Domain authentication is recommended. checking permissions.

The required Rockwell Automation software for the PASS system element is included and pre-installed in the PASS virtual image template. click the Programs icon and choose Rockwell Software>FactoryTalk Tools>FactoryTalk Directory Configuration Wizard. See Table 3 on page 9 for catalog numbers. purchase an activation license. On the virtual image desktop. The data. 1. but not activated. and alarm servers reside in the PASS. To activate each PASS image. You must designate a PASS server for the FactoryTalk Directory. human-interface (HMI). Configure the FactoryTalk Directory on the PASS The following procedure describes how to designate the PASS server as the host of the FactoryTalk Directory.Configure the Servers Chapter 4 Configure the PASS Virtual Server The Process Automation System Server (PASS) hosts essential software components to run your system. The directory centralizes the settings and administration of Rockwell Automation software components across multiple virtual machines. Use the same username and password for all FactoryTalk installations on the PlantPAx system. Rockwell Automation Publication 9528-UM001E-EN-P . The directory server manages applications that can exist on multiple clients and servers on separate virtual machines on the PlantPAx system. IMPORTANT You must have a username and password with Administrator privileges to install FactoryTalk software and to specify a FactoryTalk Directory location.March 2016 111 .

6. 112 Rockwell Automation Publication 9528-UM001E-EN-P . Configuring the local and network FactoryTalk Directories can take up to 30 seconds to process the request. check the following: • Configure the FactoryTalk Network Directory • Configure the FactoryTalk Local Directory 4. 3. If asked. Remember these credentials for later use.Chapter 4 Configure the Servers 2.March 2016 . IMPORTANT In the next step. you are creating the credentials as you type them in. In the FactoryTalk Directory Configuration Wizard page. Type the credentials for the local directory configuration and click Next. type your password and click Next. Type the FactoryTalk Network Directory credentials for the network directory configuration and click Next. 5. Click Next.

You delete the old computer name from the FactoryTalk Directory by using the Administration Console. Rockwell Automation Publication 9528-UM001E-EN-P . one for local and one for network. You see two of the following images.March 2016 113 . 7. Therefore. Delete the Old Computer Name The old computer name is embedded in the sample applications. This deletion also makes sure that applications do not attempt to communicate with computers that are no longer in the FactoryTalk Directory.Configure the Servers Chapter 4 The password verification occurs twice because you checked both Network and Local Directory on the FactoryTalk Directory Configuration Wizard. Click Close on each. Deleting the old computer name keeps the FactoryTalk Directory up to date with current computer names. The network and local directory are successfully configured. if you want to use the sample applications. complete these steps to rehost the applications on the new computer name.

On the virtual image. 2. You can be asked for a password. In the Project Explorer pane.Chapter 4 Configure the Servers 1. 114 Rockwell Automation Publication 9528-UM001E-EN-P . 3.March 2016 . click the Programs icon and choose Rockwell Software>FactoryTalk Administrator Console. Use Network (default directory) and click OK. click to expand the Computers and Groups folder and click to expand the Computers group.

exit the FactoryTalk Administrator console.March 2016 115 . Restart your computer. If you use the Local Directory. When finished. repeat step 1 through step 5 and make sure to select Local in step 4. 6. Click Yes when a message appears and asks you to verify that you want to delete the computer name. Right-click all computer names except the one you just created and choose Delete. 5. Rockwell Automation Publication 9528-UM001E-EN-P .Configure the Servers Chapter 4 4. 8. 7.

Chapter 4

Configure the Servers

Configure a SQL Virtual Server
The AppServ-Info (SQL) server is a database that is used to store Process data for
FactoryTalk AssetCentre, FactoryTalk VantagePoint, and FactoryTalk Batch
software programs. The FactoryTalk Alarm and Event server also uses the SQL
database.
Figure 6 contains the workflow that shows a dependency if you use a Historian
collective. Asset Framework server must be configured on the SQL server. Click a
link or see the page number to access a topic.
Figure 6 - AppServ-Info (SQL) Configuration Workflow

Start

Deploy AppServ-Info (SQL)
See page 31

Configure Windows 2012
See page 93

Use Historian
Collective?

Use Collective for Historian
See page 117

Add Local User to SQL Server
See page 128

Done

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Chapter 4

Use Collective For Historian
For high availability of your Historian server, install two FactoryTalk Historian
servers and configure the FactoryTalk Historian SE system to store and write
identical data on each server. Together, this set of servers is called a FactoryTalk
Historian Server Collective. The server collective receives data from one or more
interfaces and responds to requests for data from one or more clients. When one
server becomes unavailable, another server that contains the same data responds
to requests for that data.

If you would like to leverage a Historian Server Collective, complete these tasks
before deploying a SQL server or AppServ-Info (SQL).
• Deploy the SQL server on your host server.
• Deploy the Historian Server on your host server
• Install Historian Asset Framework (AF) on a server other than Historian
to use a collective. We recommend that you install the AF software on the
SQL server.
• Establish a connection between the Historian Server and the SQL server
to be able to access the installation files on the Historian server to install
FactoryTalk Services Platform and FactoryTalk Asset Framework on the
SQL server.

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Chapter 4

Configure the Servers

Install FactoryTalk Services Platform
From the AppServ-Info (SQL), perform these steps to access the installation files
on AppServ-Info (Historian) to install FactoryTalk Services Platform on the
AppServ-Info (SQL).
1. On the virtual machine desktop, click the File Explorer icon.
The Network window appears and indicates that the Network and File
Sharing is turned off.

2. Click the Network Discovery warning and choose 'turn on network
discovery and file sharing'.

All computers in the network are shown.
3. Search for and double-click the Historian server.

4. Click in the Address Bar and add '\c$' to the address and press Enter.
5. If asked, type the network username and password for the Historian server.
6. Click OK.

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Chapter 4

7. In the root of the Historian server, double-click
4.00.01-FTHistorianSE-LDVD folder.

8. Double-click the 'Setup.exe' file.

9. On the FactoryTalk Historian Site Edition window, click 'Install
FactoryTalk Historian Site Edition'.

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119

12. Click 'Install FactoryTalk Services'. 120 Rockwell Automation Publication 9528-UM001E-EN-P . 11.Chapter 4 Configure the Servers 10. Click 'Install FactoryTalk Services'.March 2016 . Click 'Install FactoryTalk Historian Site Edition'. step 1 of 3 (Product Selection) dialog box appears. The Rockwell Software Common Setup.

On the Rockwell Software Common Setup. step 2 of 3 (Process Terminating). Rockwell Automation Publication 9528-UM001E-EN-P . On the Rockwell Software Common Setup.Configure the Servers Chapter 4 13. click Next. 14. In the center section. clear all software products except for FactoryTalk Services Platform and click Next. step 3 of 3 (License Agreement). click Accept All. 15.March 2016 121 .

1. click Yes. Specify the FactoryTalk Directory Location Complete these steps on the SQL server to specify the network FactoryTalk Directory location. Select FactoryTalk Services Platform and click Install. Click the Programs icon and choose Rockwell Software>FactoryTalk Tools>Specify FactoryTalk Directory Location. When prompted to restart the system.Chapter 4 Configure the Servers 16. 122 Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 . 17.

type your credentials and click OK. In the FactoryTalk Directory Server Location Utility dialog box. 7. To install FactoryTalk Asset Framework. 4. complete these steps. 8. Repeat step 1 on page 118 through step 10 on page 120. Restart AppServ-Info (SQL) after you make this change. If Browse is inactive.March 2016 123 . The Network FactoryTalk Directory location has now been specified. Install FactoryTalk Asset Framework From the AppServ-Info (SQL). IMPORTANT Browse can be inactive if Network Discovery & File Share is not turned on. type the computer name of the virtual machine that is hosting the FactoryTalk Directory. When prompted. 3. 9.Configure the Servers Chapter 4 2. click Browse (ellipsis '…'). 5. 6. Choose the appropriate server name and click OK. Click Remote computer. Click Browse (ellipsis '…') and navigate the network to find the computer name of the server (typically PASS) that is hosting the FactoryTalk Directory services. 1. you must access the installation files on AppServInfo (Historian) to install FactoryTalk Asset Framework on the AppServ-Info (SQL). Type your FactoryTalk Directory Administration Console credentials into the login screen and click OK. Rockwell Automation Publication 9528-UM001E-EN-P .

On the License Agreement window.Chapter 4 Configure the Servers 2. Click Install FactoryTalk Historian AF Server. 3. Click 'Install FactoryTalk Historian Asset Framework'.March 2016 . 124 Rockwell Automation Publication 9528-UM001E-EN-P . 5. Click Next on the 'Welcome' window. click 'I accept the terms in the license agreement' and click Next. 4.

Select the destination drive and click Next.Configure the Servers Chapter 4 6.March 2016 125 . Click Next on the Review Component Installation window. Rockwell Automation Publication 9528-UM001E-EN-P . 7.

March 2016 . the Release Notes display in a separate window. IMPORTANT 126 During the installation process. The installation process is not complete until the Release Notes window is closed. Type a period for 'Database Server name' and click Next 9. Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 4 Configure the Servers 8. Click Install to start the installation process.

March 2016 127 . click the red 'X' in the upper right corner to close the window. When the installation is complete. 11.Configure the Servers Chapter 4 10. Rockwell Automation Publication 9528-UM001E-EN-P . Read the Release Notes. the Installation Wizard Completed window appears. Click Finish to close the wizard.

These steps are to be performed regardless of using a Historian server collective. IMPORTANT If you have not changed the 'sa' password. On the Connect to Server dialog box. 3. double-click SQL Server Management Studio. On the Start Window. In the Object Explorer. 2. To complete the installation of Rockwell Automation software in system elements that connect to the SQL server. 128 Rockwell Automation Publication 9528-UM001E-EN-P . On the virtual image desktop. add a local administrator account to the SQL server login. click the Windows icon. 4. the default password is 'Rockwell1'. right-click Security and choose New>Login.March 2016 . 1. We highly recommend that you change this password when you are finished with this procedure. log in to the 'sa' account with SQL Server Authentication.Chapter 4 Configure the Servers Add Local User to the SQL Server The installers for Rockwell Automation software use Windows Authentication instead of SQL Server Authentication.

March 2016 129 . click Advanced.Configure the Servers Chapter 4 5.New window. The Search Results are populated. click Find Now. On the Select User or Group dialog page. 7. Rockwell Automation Publication 9528-UM001E-EN-P . In the Select User or Group dialog box. 6. click Search. On the Login .

The Login name is populated on the Login . select the local administrator account that is currently logged in and click OK.New window.March 2016 . Click OK. 130 Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 4 Configure the Servers 8. In the Search Results area. 9. The ‘object name’ area on the Select User or Group dialog box is populated.

March 2016 131 . Proceed to page 143 to synchronize the module database to the AF databases. Rockwell Automation Publication 9528-UM001E-EN-P .Configure the Servers Chapter 4 10. Click OK.

Historian Server Workflow Start Deploy Historian Virtual Server See page 31 Configure Windows 2012 See page 93 Specify FTD Location . such as Advanced Server or Datalink.See page 135 Install Historian AF Software . The template excludes optional features.Chapter 4 Configure the Servers Configure the Historian Virtual Server This template represents a base installation of a FactoryTalk Historian server.March 2016 . Instructions are included in the SQL server section (see page 116). You install the AF software on the Historian server.See page 137 Synchronize the Server See page 143 Done 132 Rockwell Automation Publication 9528-UM001E-EN-P . see the FactoryTalk Historian SE Installation and Configuration Guide.See page 133 Delete Old Computer Name . Figure 7 shows that if you implement a Historian collective. If you do not implement a Historian collective. we recommend that you install Asset Framework (AF) software on the SQL server. If the AF software cannot be installed on the SQL server.See page 134 Yes Use Historian Collective? No Use Collective for Historian See page 117 Rename SQL Server . Figure 7 . The guide is available on the Historian server at C:\Program Files (x86)\Common Files\Rockwell\Help. you are installing a standalone Historian server.

5. Restart AppServ-Info (Historian) after making this change. Choose the appropriate server name and click OK. click Browse (ellipsis '…').March 2016 133 . When prompted. 8. Click Browse (ellipsis '…') and navigate the network to find the computer name of the server (typically PASS) that is hosting the FactoryTalk Directory services. type the computer name of the virtual machine that is hosting the FactoryTalk Directory.Configure the Servers Chapter 4 Specify the FactoryTalk Directory Location To specify the network FactoryTalk Directory location. The Network FactoryTalk Directory location has now been specified. Click Yes. In the FactoryTalk Directory Server Location Utility dialog box. If Browse is inactive. 7. Type your FactoryTalk Directory Administration Console credentials into the Login screen and click OK. Click the Programs icon and choose Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location. Click Remote computer. IMPORTANT During the configuration of the Historian server. 9. Rockwell Automation Publication 9528-UM001E-EN-P . 1. 6. 4. complete these steps on the Historian server. enter your credentials and click OK. IMPORTANT Browse can be inactive if Network Discovery and File Share is not active. a User Account Control window asks if you want to allow a program to make changes to the computer. 3. 2.

This deletion also makes sure that applications do not attempt to communicate with computers that are no longer in the FactoryTalk Directory. select Connections. TIP 134 The first time the PI SDK is run. Rockwell Automation Publication 9528-UM001E-EN-P . Click the Programs icon and choose Rockwell Software> FactoryTalk Historian SE>FactoryTalk Historian SE System> PISDK Utility. 2.March 2016 . In the Explorer pane on the left side of the window. The server pane is displayed in center of the window.Chapter 4 Configure the Servers Delete Old Computer Name Deleting the old computer name keeps the FactoryTalk Directory up to date with current computer names. it can take several minutes to complete the startup and show a display. 1. The PI Software Development Kit window opens.

Click Yes. 5. In the server pane. Rockwell Automation Publication 9528-UM001E-EN-P . On the AppServ-Info (Historian) desktop. right-click any computer name (other than your recently created computer) and choose 'Remove selected Server'. Close the utility. 1. 4.March 2016 135 . double-click the PlantPAx Utilities icon. Rename SQL Server IMPORTANT Proceed with this section only if you plan to implement a standalone Historian server.Configure the Servers Chapter 4 3. it is necessary to use the SQL Server Rename Tool to grant System Administration rights to the local administrator of the renamed SQL Server Express instance on the virtual image. As a result of the Sysprep process (used to build the template) and subsequent renaming of server.

cmd' file name. In the PlantPAx Utilities window that appears.March 2016 . Click Local Disk C:\. A command window opens with the default name for the SQL instance name. 3. and double-click SQL Server Rename Tool folder. The PlantPAx Utilities directory opens. 136 Rockwell Automation Publication 9528-UM001E-EN-P . In the SQL Server Rename Tool directory. 4.Chapter 4 Configure the Servers 2. double-click the 'addselftosqlsysadmin.

Rockwell Automation Publication 9528-UM001E-EN-P .00.Configure the Servers Chapter 4 5.01_FTHistorianSE-LDVD' folder. Press any key to close this window. click the File Explorer icon.March 2016 137 . 6. 2. 7. The name change is processed and can take a few minutes. On the AppServ-Info (Historian) desktop. 1. Install Historian Asset Framework (AF) IMPORTANT Proceed with this section only if you plan to implement a standalone Historian server. Double-click the '4. press Enter to accept SQLEXPRESS as the name of the SQL Instance name. Verify that 'Computername\Administrator' was successfully added to the 'sysadmin' role is displayed on the screen. In the window that appears.

5.Chapter 4 Configure the Servers 3. 4.March 2016 . Click 'Install FactoryTalk Historian Site Edition'.exe'. Click 'Install FactoryTalk Historian Site Edition'. Double-click 'Setup. 138 Rockwell Automation Publication 9528-UM001E-EN-P .

7. Click Next on the 'Welcome' window. 8. Click Install FactoryTalk Historian AF Server. Rockwell Automation Publication 9528-UM001E-EN-P . Click 'Install FactoryTalk Historian Asset Framework'. 9.Configure the Servers Chapter 4 6.March 2016 139 . Click 'I accept the terms in the license agreement' and click Next on the License Agreement window.

Select the destination drive and click Next.March 2016 . 11.Chapter 4 Configure the Servers 10. Click Next on the Review Component Installation window. 140 Rockwell Automation Publication 9528-UM001E-EN-P .

Configure the Servers Chapter 4 12. Click Install to start the installation process.March 2016 141 . The installation process is not complete until the Release Notes window is closed. the Release Notes display in a separate window. IMPORTANT During the installation process.\sqlexpress' \sqlexpress 13. Rockwell Automation Publication 9528-UM001E-EN-P . Click Next to accept the default '.

Chapter 4 Configure the Servers 14.March 2016 . Read the Release Notes and click the red 'X' in the upper right corner to close the window. When the installation is complete. 142 Rockwell Automation Publication 9528-UM001E-EN-P . 15. the Installation Wizard Completed window appears. Click Finish to close the wizard.

sign out of the computer and log in to the Historian computer as the user or administrator with the highest access. The wizard Welcome screen appears. IMPORTANT Before proceeding. 4.Configure the Servers Chapter 4 Synchronize the Historian Virtual Server Once you have the FactoryTalk Historian Asset Framework installed. 1. Click Next. Run the MDB to AF Preparation Wizard by clicking the Programs icon and choosing Rockwell Software>FactoryTalk Historian SE>MDB to AF Preparation Wizard. 2. On the PI Server step. TIP It can take a few minutes for the wizard to open. if the Historian server is not selected in 'Select the PI Server to prepare for migration'. Rockwell Automation Publication 9528-UM001E-EN-P . Click Analyze. 3. you need to set up synchronization between the Historian server’s module database (MDB) and the AF server. use the pull-down list or browse (ellipsis '…') to find and select it.March 2016 143 .

click 'Create new mapping'.Chapter 4 Configure the Servers 5. Click Next to see a report of any problems. 144 Rockwell Automation Publication 9528-UM001E-EN-P . In the PI Server . 1.March 2016 . Resolve Security Issues Complete these steps to resolve a security issue.Security step.

March 2016 145 . On the PI MDB to AF Preparation Wizard. click Next. Security step. On the Add New Mapping dialog box. 3. In the Add New Mapping dialog box. type 'BUILTIN\Administrators' in the Windows Account text box and click Refresh. Rockwell Automation Publication 9528-UM001E-EN-P .Configure the Servers Chapter 4 2. 4. click OK.

Chapter 4 Configure the Servers The AF Information window appears.'). and click Connect. 5. Click the AF Server Browse (ellipsis '…. Click Add AF Server in the upper left of the window. type the SQL server computer name in the Name text box.March 2016 . 146 Rockwell Automation Publication 9528-UM001E-EN-P . In the AF Server Properties window. Specify Asset Framework Server Complete these steps. if you are implementing a collective. 1. 2.

In the AF Server Properties window. When asked 'are you sure'. click Yes. and click Connect. 2. The computer name is listed in the AF Servers window. After the server is removed. click OK. Remove Unnecessary Servers Complete these steps to remove servers. click OK. 1.Configure the Servers Chapter 4 If you are not implementing a collective. 4. 3. Click Yes if the 'save your changes' warning appears. 3. Right-click the name of any server other than the server you specified in the previous step and choose Remove. type the Historian server computer name in the Name text box. Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 147 .

type the name of the database.Chapter 4 Configure the Servers Connect AF Server. and Element Complete these steps to connect the AF server. In the General tab of the Database Properties dialog box. and element. 2. 1. From the AF Server pull-down list.March 2016 . The name can be any name you desire. 148 Rockwell Automation Publication 9528-UM001E-EN-P . 3. Database. In the Select Database dialog box.'). choose the server you specified in the Specify AF Server section to populate PI Server Element. click New Database. 4. database. Click the AF Database Browse (ellipsis '…. We recommend 'MDBSync'.

Rockwell Automation Publication 9528-UM001E-EN-P . 6. Click Next. select the database that you just typed and click OK. In the AF Information window. Click OK.March 2016 149 . the database you created is shown in the AF Database field.Configure the Servers Chapter 4 5. 7. In the Select Database dialog box.

On the PI System Management Tools (Administrator) window. 9. Add New Mapping Complete these steps to add mapping for write access for later configuration. In the PI MDB to AF Preparation Wizard Summary window. On the virtual image desktop. Click Yes.March 2016 . click the Windows System Management tile. 150 Rockwell Automation Publication 9528-UM001E-EN-P . expand the Security menu and choose Mappings and Trusts. icon and click the 2. 8.Chapter 4 Configure the Servers The Element Does Not Exist dialog box appears. click Finish. 1.

Click the New Mapping icon. 5.Configure the Servers Chapter 4 3. On the Add New Mapping dialog box.March 2016 151 . 4. Type 'Administrator' for the object name and click Check Names. Rockwell Automation Publication 9528-UM001E-EN-P . click the Windows Account Browse (ellipsis …).

click OK. you see the following two identities. select the 'Administrator' account and click OK. 152 Rockwell Automation Publication 9528-UM001E-EN-P . or Group dialog box. type 'piadmin' in the PI Identity text box. Computer. 9. In the Mappings & Trusts window in the Mappings tab. On the Add New Mapping dialog box. 7.Chapter 4 Configure the Servers 6. and click OK. On the Multiple Names Found dialog box. On the Select User. 8.March 2016 .

Configure the Servers Chapter 4 Restart Services Complete these steps to restart the PI AF Link Subsystem service. right-click System Management Tools. In the PI System Management Tools dialog box. under Servers. click the Programs icon and choose Rockwell Software>FactoryTalk Historian SE. 1. and choose 'Run as administrator'. 2. select the Historian Server by checking the box for your server. Rockwell Automation Publication 9528-UM001E-EN-P . On the desktop.March 2016 153 .

in System Management Tools. 154 Rockwell Automation Publication 9528-UM001E-EN-P . 4.March 2016 . In the right-hand panel. click the arrow to expand the Operation menu entry and choose PI Services. On the left side of the window.Chapter 4 Configure the Servers 3. right-click 'PI AF Link Subsystem (Running)' and click Stop Service.

Verify Synchronization Complete these steps to verify the MDB to AF synchronization. and choose 'Run as administrator'.Configure the Servers Chapter 4 5. click the arrow to expand the Operation menu entry and choose MDB to AF Synchronization. right-click System Management Tools. The PI System Management Tools dialog box appears. Rockwell Automation Publication 9528-UM001E-EN-P . 2.March 2016 155 . Repeat step 4 and step 5 for PI Base Subsystem. 6. On the left side of the window. Start PI System Management Tools by clicking the Programs icon and choosing Rockwell Software>FactoryTalk Historian. The restart is successful if 'PI AF Link Subsystem (Running)' service shows. in the System Management Tools pane. 1. right-click and select Start Service. Wait until the service shows 'PI AF Link Subsystem (Stopped)'.

Chapter 4 Configure the Servers 3. publication HSE-IN025A: • Verify that Historian Services are Running (page 53) • Verify that Historian Server is Updating Data for Default Tags (page 55) • Create Security Mappings (page 71) • Adding the Server to the FactoryTalk Directory Connection (page 78) • Assigning License Activations to the Historian Server (page 88) Access the guide in your template at c:\AppServ-Hist Software Install Files\4. Click in the System Management Tools dialog box for information on how to diagnose and solve the problem.rockwellautomation.March 2016 . IMPORTANT See the pages referenced in the FactoryTalk Historian SE Installation and Configuration Guide. we recommend that you review a FactoryTalk publication at http://literature. a red icon appears.com/idc/groups/literature/ documents/in/hse-in025. a green icon appears next to the name of the server.00. Complete Historian Configuration When the template is installed.pdf ).00-FTHistorian-SE-DVD\Redist\Docs. Select the Historian server for which you want to verify the synchronization: • If the synchronization is operating correctly. log off the computer and log on as the new (administrator) user you created (see Create an Administrator User Account on page 98). IMPORTANT To continue with the setup process. 156 Rockwell Automation Publication 9528-UM001E-EN-P . • If synchronization cannot be completed.

3.Configure the Servers Chapter 4 Configure the Batch Virtual Server This section provides two options: install FactoryTalk Batch independently or with FactoryTalk eProcedure. 2. Specify FactoryTalk Directory Location Complete these steps to specify the FactoryTalk Directory location. click the Programs icon and choose Rockwell Software>FactoryTalk Tools>Specify FactoryTalk Directory Location. In the Login User dialog box. Rockwell Automation Publication 9528-UM001E-EN-P . On the virtual image desktop. 1. TIP Use the User name and Password you created for your local (step 6 on page 112) and network (step 5 on page 112) FactoryTalk Directory.March 2016 157 . In the FactoryTalk Directory Server Location Utility dialog box. IMPORTANT Browse can be inactive if Network Discovery and File Share are not enabled. type your User name and Password and click OK. click Browse (ellipsis '…').

6. and select your PASS server. Type the name of your PASS server. On the desktop. consistent predictable batch processing and supports the reuse of code. 5. click Remote Computer. In the FactoryTalk Directory Server Configuration dialog box. Click OK 7. and logic. FactoryTalk Batch combines the ISA S88 standard with proven technology that provides the flexibility you need to supply your product to market faster. Install FactoryTalk Batch The Batch virtual server provides efficient. or click Browse (ellipsis '…'). 1. search for. recipes. Restart the AppServ-Asset virtual machine. double-click the Batch Installation Software icon.March 2016 . phases.Chapter 4 Configure the Servers 4. 158 Rockwell Automation Publication 9528-UM001E-EN-P . click OK to accept the changes. 8. On the FactoryTalk Directory Server Location Utility dialog box.

double-click 12.00-FTBatch-ePro-DVD. In the Batch Installation Software directory.March 2016 159 .00-FTBatch-ePro-DVD directory. 3.01.01.exe'. 4. In the FactoryTalk Batch window. Rockwell Automation Publication 9528-UM001E-EN-P .Configure the Servers Chapter 4 2. In the 12. click Install FactoryTalk Batch. double-click 'Setup.

click Next. click Install FactoryTalk Batch. 8. click Network Directory and click Next. On the Welcome to the InstallShield Wizard page. On the FactoryTalk Directory Selection page.Chapter 4 Configure the Servers 5. On the EULA page. click 'I accept the terms in the license agreement'. 7. 6. read the license agreement. and click Next. 160 Rockwell Automation Publication 9528-UM001E-EN-P . In the FactoryTalk Batch Installation window.March 2016 .

type a User name. On the FactoryTalk Batch Users and Groups page. click 'I agree to allow FactoryTalk Batch to create required Users and Groups' and click Next. an Organization. In the Custom Setup page.March 2016 161 . click Next. 10. Rockwell Automation Publication 9528-UM001E-EN-P . and click Next.Configure the Servers Chapter 4 9. On the Customer Information page. 11.

click 'No. On the System Setup page. 162 Rockwell Automation Publication 9528-UM001E-EN-P . Domain Password. 14. click Domain.Chapter 4 Configure the Servers 12. Domain User Name. and click Next.March 2016 . this will be the first computer in a FactoryTalk Batch system' and click Next. On the Domain/Workgroup Details page. 13. Type the Domain Name.

Configure the Servers

Chapter 4

15. Click Yes to store recipes in the SQL server and click Next.

16. Click Install to start the installation.

17. When the installation is complete, click Finish.

Install FactoryTalk eProcedure
The eProcedure® template lets you step through the process of creating and
commanding a batch. You can view equipment or procedures for batches running
within the plant.
IMPORTANT

You must have FactoryTalk Batch installed on the server to complete the
following procedure.

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1. On the desktop, double-click the Batch Installation Software icon.

2. In the Batch Installation Software directory, double-click
12.01.00-FTBatch-ePro-DVD.

3. In the 12.01.00-FTBatch-ePro-DVD directory, double-click 'Setup.exe'.

164

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4. In the FactoryTalk Batch window, click Install FactoryTalk eProcedure.

5. In the FactoryTalk Batch Installation window, click Install
FactoryTalk eProcedure.

6. On the Welcome to the InstallShield Wizard page, click Next.
7. On the EULA page, read the license agreement, click 'I accept the terms in
the license agreement', and click Next.

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8. On the FactoryTalk Directory Selection page, click Network Directory
and click Next.

9. In the Custom Setup page, click Next.
10. On the Domain/Workgroup Details page, click Domain.
11. Type the Domain Name, Domain User Name, Domain Password, and
click Next.

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complete these steps. Click Install to start the installation. click the Programs icon and choose Rockwell Software>FactoryTalk Tools>Windows Firewall Configuration Utility. Configure the Windows Firewall (Optional) With the Windows firewall enabled.March 2016 167 . run the FactoryTalk Firewall Configuration Utility. if you want to use the firewall after FactoryTalk Batch or FactoryTalk eProcedure have been installed. 13. there must be a connection between this computer and the computer where the FactoryTalk Directory resides. To configure the Windows firewall. Rockwell Automation Publication 9528-UM001E-EN-P . 1. click Finish.Configure the Servers Chapter 4 12. When the installation is complete. IMPORTANT Before proceeding. On the virtual image desktop.

Click Yes to enable the fire wall and continue. The utility configures the Windows firewall and the firewall is set to a new state (if different). If the firewall has not been enabled. see the Batch Installation Guide (‘Configure Batch Server to run in a Workgroup’) and the eProcedure manual. We recommend that you use a domain. the FactoryTalk Batch virtual server is ready for use.01. In the Rockwell Software Windows Firewall Configuration Utility window. click Accept. 168 Rockwell Automation Publication 9528-UM001E-EN-P . Complete Batch Installation At this point. Review the Installation Guide for FactoryTalk Batch.Chapter 4 Configure the Servers 2. • The FactoryTalk Batch Installation Guide is in your template at c:\Batch Installation Software\12.00-FTBatch-ePro-DVD\Docs. publication BATCH-IN011. 3. Click OK on the Confirm Windows Firewall Changes dialog box. complete these additional tasks: • Add an incoming firewall rule • Disable Administrative Approval Mode For these procedures. If the Batch server is in a workgroup. • The FactoryTalk Batch Administrator’s Guide is in your template at c:\ Program Files (x86)\Commion Files\Rockwell\Help. the following dialog box can open. 4.March 2016 .

the following dialog box can open. IMPORTANT Before proceeding.March 2016 169 . On the virtual image desktop. there must be a connection between this computer and the computer where the FactoryTalk Directory resides. Rockwell Automation Publication 9528-UM001E-EN-P . diagnostics. Configure a Firewall This section describes how to enable a firewall. Click Yes to enable the firewall and continue. The server also audits equipment and network health to improve overall resource availability. click the Programs icon and choose RockwellSoftware>FactoryTalk Tools>Windows Firewall Configuration Utility. Complete these steps.Configure the Servers Chapter 4 Configure the Asset Management Virtual Server An asset management server (AppServ-Asset) helps to manage and maintain plant operations. 1. There must also be a connection between this computer and the SQL server. calibration. The AppServ-Asset server provides controller data backup for disaster recovery. If the firewall has not been enabled. 2. and real-time monitoring.

In the Rockwell Software Windows Firewall Configuration Utility window. 1. click the Programs icon and choose Rockwell Software>FactoryTalk Tools>Specify FactoryTalk Directory Location.Chapter 4 Configure the Servers 3. Complete these steps. 4. you specify the location of the FactoryTalk Directory. click Accept. Specify FactoryTalk Directory Location In this section. The utility configures the Windows firewall and the firewall is set to a new state (if different). Click OK on the Confirm Windows Firewall Changes dialog box. 170 Rockwell Automation Publication 9528-UM001E-EN-P . On the virtual image desktop.March 2016 .

In the Login User dialog box. and select your PASS server. type your User name and Password and click OK. See step 5 on page 112 for the network directory and step 6 on page 112 for the local directory.Configure the Servers IMPORTANT Chapter 4 Browse can be inactive if Network Discovery and File Share are not enabled. 6. 2. 4. or click Browse (ellipsis '…'). 5. click Browse (ellipsis '…'). Rockwell Automation Publication 9528-UM001E-EN-P . In the FactoryTalk Directory Server Location Utility dialog box. In the FactoryTalk Directory Server Configuration dialog box. On the FactoryTalk Directory Server Location Utility dialog box. search for. TIP Use the User name and Password you created for your local and network FactoryTalk Directory. click OK to accept the changes. 8. Restart the AppServ-Asset virtual machine. click Remote Computer. Type the name of your PASS server. 3.March 2016 171 . Click OK 7.

click Inbound Rules. On the virtual image desktop.March 2016 . In the Windows Firewall with Advanced Security. 1. click the Programs Rockwell Software> icon and choose 2. 3. 172 Rockwell Automation Publication 9528-UM001E-EN-P . Right-click Inbound rules and select New Rule.Chapter 4 Configure the Servers Create a New Inbound Rule There must be an inbound rule that allows a connection through the firewall to the AppServ-Info (SQL) server.

6. 5. click TCP and Specify local ports. click Port and then click Next. Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 173 . In the Rule Type dialog box. Type '1433' as the specific local port. In the Protocol and Ports dialog box. This port is the one affected by the new rule.Configure the Servers Chapter 4 4.

click 'Allow the connection' and then click Next. make sure that all boxes are checked and click Next. 174 Rockwell Automation Publication 9528-UM001E-EN-P .Chapter 4 Configure the Servers 7. 8. In the Profile dialog box.March 2016 . Click Next. In the Action dialog box.

There must also be a connection between this computer and the SQL server. In the Name dialog box. The firewall now permits connections to the external SQL server in a secure manner. Rockwell Automation Publication 9528-UM001E-EN-P . IMPORTANT Before proceeding. click File Explorer. type a name for this rule and click Finish. In the desktop.Configure the Servers Chapter 4 9. there must be a connection between this computer and the computer where the FactoryTalk Directory resides.March 2016 175 . Complete these steps. Configure FactoryTalk AssetCentre Software AssetCentre must be configured to account for changes in computer name. and SQL location. FactoryTalk Directory. 1. and double-click the Install Files folder. double-click 'Local Disk (c:)'.

Double-click 'AssetCentre Setup'. The Welcome screen for the FactoryTalk AssetCentre Server InstallShield Wizard appears.Chapter 4 Configure the Servers 2. 176 Rockwell Automation Publication 9528-UM001E-EN-P . In the Program Maintenance dialog box. 4.March 2016 . Click Next on the Welcome screen. click Repair and then click Next. The 'Ready to Repair the Program' dialog box appears. 3.

7. select the name of your SQL server from the Server pull-down menu. Log in by using the Username and Password for the AppServ-Info (SQL) or your SQL server and click Start. The InstallShield Wizard Completed dialog box appears. 8. Password.Configure the Servers Chapter 4 5.March 2016 177 . Type your Username. and click OK. In the Database Installer dialog box. 6. Click Install to begin. Rockwell Automation Publication 9528-UM001E-EN-P . The Database User Configuration dialog box appears.

178 Rockwell Automation Publication 9528-UM001E-EN-P . Click Finish.March 2016 .Chapter 4 Configure the Servers 9.

March 2016 179 . 2.Configure the Servers Chapter 4 Configure the AppServ-OWS/AppServ-EWS Virtual Servers This section describes procedures for configuring an AppServ-OWS and AppServ-EWS. Click Remote computer. See page 7 for product catalog numbers. 3. 1. The FactoryTalk Directory Server Location Utility appears. The procedure is the same for both servers. but not activated. 4. Application servers for EWS and OWS allow multiple instances of EWS and OWS workstations to be deployed by using Microsoft Remote Desktop Services (RDS). Type your FactoryTalk Directory Administration Console credentials into the login screen and click OK. these activations also can be used to activate the instances of these virtual image templates you deploy. Rockwell Automation Publication 9528-UM001E-EN-P . Click the Programs icon and choose Rockwell Software> FactoryTalk Tools>Specify FactoryTalk Directory Location. The Rockwell Automation software for the AppServ-OWS and AppServ-EWS virtual templates is included and pre-installed in the virtual image templates. Specify the FactoryTalk Directory Location Complete these steps to specify the network FactoryTalk Directory location for AppServ-OWS and AppServ-EWS. Each instance requires its own Rockwell Automation license and Microsoft license. Click Browse (ellipsis '…'). See Activations on page 195 for activation procedures. IMPORTANT If you already own individual product activations.

Choose the appropriate PASS server name and click OK. 5. 180 Rockwell Automation Publication 9528-UM001E-EN-P . IMPORTANT A valid FactoryTalk activation is still required for each instance of the OWS and EWS that is in use. enter your credentials and click OK. Restart the server after making this change. Microsoft RDS (formerly known as Terminal Services) is a standard role built into the Windows server family of operating systems. This solution minimizes the amount of information traveling across your network. This architecture is ideal for PlantPAx users that use thin clients as Operator and Engineering workstations. Both application servers use Microsoft Remote Desktop Services (RDS). 6.March 2016 .Chapter 4 Configure the Servers Click Browse (ellipsis '…') to navigate the network to find the computer name of the PASS server that is hosting the FactoryTalk Directory services. 7. Configure Remote Desktop Services The AppServ-OWS and AppServ-EWS provide PlantPAx users with an alternative to the standard OWS and EWS client machine (physical or virtual). RDS technology allows multiple instances of the OWS and EWS from a single virtual server. RDS provides remote access to applications and data on a remote computer over a network. The Network FactoryTalk Directory location has now been specified. When prompted.

This configuration provides a thin client solution for FactoryTalk View SE clients. can log in into the AppServ-OWS and AppServ-EWS and run the desired application. Remote Desktop Services with FactoryTalk View SE RDS features the following benefits with FactoryTalk View SE software: • Increased network flexibility: RDS lets you deploy thin and ultrathin clients on the plant floor or out in the field. User's desktops are transmitted to clients for display by using terminal emulation software. or areas where mobility is key.Configure the Servers Chapter 4 RDS can be used as an administrative tool to connect to a remote machine and perform maintenance tasks. The minimal requirements of RDS clients allow for various thin products that are designed to handle most environmental conditions. The thin client solution is a transparent system that runs applications and performs data processing and storage functions on a remote computer. The PlantPax AppServ-OWS and AppServ-EWS are pre-configured with the RDS server role. extreme vibrations. This solution minimizes the amount of information traveling across your network. with the proper credentials. regardless of what operating system the client uses. the software sends command functions such as keyboard inputs and mouse clicks across the network between the client and the server. Only the user interface is shown on client. Rockwell Automation Publication 9528-UM001E-EN-P . While multiple sessions can run on a single server. RDS can also be used as a thin client solution to let remote clients execute applications or even access the entire desktop of the host server. Users. including the following: – Remote access – Ethernet – Internet – Wireless – Wide area network (WAN) – Virtual private network (VPN) • Lower cost of ownership: A thin client typically consists only of the operating system and the Remote Desktop Connection software.March 2016 181 . Users can gain access to an RDS over any Transmission Control Protocol/ Internet Protocol (TCP/IP) connection. One Rockwell Automation software activation key is required for each remote desktop session. Similarly. user input from client is redirected over the network to the remote desktop session. RDS delivers a virtual Windows Server 2012 R2 experience from server to clients. each user can see only their individual session. These conditions include radical temperatures.

This amount of activity can be confusing for HMI operators because they see diagnostic activity on their client that they did not initiate. and so forth) for each session they create. These added services can add additional configuration beyond which this base RDS has been configured for.Chapter 4 Configure the Servers • Minimize downtime: Upgrade your entire FactoryTalk View SE installation with a single operation. Therefore. Verify the appearance of the application visually on the Remote Desktop clients before placing the system in a production environment. RDS lets you focus your security measures on the server because all data is processed on the server. they share common log resources. Because FactoryTalk View SE products install only on the server side. Additional Services 182 IMPORTANT You can add additional role services to your server depending on your specific deployment of RDS and connectivity needs. AppServOWS and AppServ-EWS Remote Desktop Connections must receive a valid license. • Improve data security: A FactoryTalk View SE architecture that uses RDS is less vulnerable to security threats. This method is separate from licensing for the Windows Server 2012 R2 family of operating systems.cli) enables 'Show Diagnostics List'. any future software upgrades are limited to the server. Rockwell Automation offers all of these licenses for OEM to make it easy and simple to stay operational and compliant. which you can manage in a secure location. • If your FactoryTalk View SE client configuration (. modifying graphics as necessary. aspect ratio. See 9528-WINSRVOEMENM in Table 2 on page 8 for OEM licensing information. Rockwell Automation Publication 9528-UM001E-EN-P . making software upgrades on clients a thing of the past. Although each instance of the FactoryTalk View SE client runs in a separate session. For volume licensing of these components please contact your Microsoft distributor. color depth. RDS has the following limitations with FactoryTalk View SE software: • The Microsoft RDS protocol does not transfer the physical display aspect ratio (height/width proportion) from the server to its clients. TIP Remote Desktop Services uses its own method of licensing clients that log on to Remote Desktop Services servers. And.March 2016 . This license must be issued by a Remote Desktop Licensing Server before they can log on to a Remote Desktop Session Host or Connection Broker. they are all hosted on the same computer. Clients need to specify the display properties (resolution. the list shows all activity from all clients that run on the same Remote Desktop session host.

Configure the Servers Chapter 4 Configure the VantagePoint Virtual Server AppServ-Info can be configured as a decision support tool by using FactoryTalk® VantagePoint EMI software. and SQL/Oracle Databases. On the virtual image desktop. For the creation of the virtual image template for the VantagePoint server all pre-requisite software and services have been installed and configured.March 2016 183 . the FactoryTalk VantagePoint software has not been installed. Rockwell Automation Publication 9528-UM001E-EN-P . VantagePoint EMI is a powerful web-based business intelligence solution designed specifically for industrial environments with premier Logix integration. 1. Specify FactoryTalk Directory Location In this section. you specify the location of the FactoryTalk Directory. IMPORTANT Browse can be inactive if Network Discovery & File Share is not turned on. Historians. However to give you the choice of selecting a computer name. or your mobile phone or tablet. VantagePoint EMI integrates all data into a single information management and decision support system by connecting to your Logix controllers. Complete these steps. After changing the computer name follow the procedures below to install FactoryTalk VantagePoint and complete other configuration steps. OPC data sources. With an AppServ-Info (VantagePoint) system element in your PlantPAx DCS you can access your production data from anywhere including your shop floor devices. PC. click the Programs icon and choose Rockwell Software>FactoryTalk Tools>Specify FactoryTalk Directory Location.

and select your PASS server. click OK to accept the changes. In the FactoryTalk Directory Server Location Utility dialog box. Type the name of your PASS server. See step 5 on page 112 for the network directory and step 6 on page 112 for the local directory. 6. 5. 184 Rockwell Automation Publication 9528-UM001E-EN-P . 4. 8.Chapter 4 Configure the Servers 2. In the FactoryTalk Directory Server Configuration dialog box. click Remote Computer. type your User name and Password and click OK. 3. search for. On the FactoryTalk Directory Server Location Utility dialog box. or click Browse (ellipsis '…'). In the Login User dialog box. click Browse (ellipsis '…'). Click OK 7.March 2016 . Restart the AppServ-Asset virtual machine. TIP Use the User name and Password you created for your local and network FactoryTalk Directory.

click Install FactoryTalk VantagePoint. Rockwell Automation Publication 9528-UM001E-EN-P . Navigate to the DVD folder (c:\FTVantagePoint Install\7.00 VantagePoint EMI DVD) and double-click setup.exe.00. 1.March 2016 185 . In the FactoryTalk VantagePoint main menu.Configure the Servers Chapter 4 Install VantagePoint Server Software Complete these steps to install FactoryTalk VantagePoint software. 2.

4. In the Install FactoryTalk VantagePoint menu. In our example. Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 .Chapter 4 Configure the Servers 3. we click Yes to show the installation of FactoryTalk VantagePoint when Microsoft Excel is not installed in the VantagePoint Server. If you have not installed Microsoft Excel. Read the warning and according to your needs click Yes or No. TIP 186 See Install Microsoft Excel Add-In on page 191 for details on installing Microsoft Excel add-in. click Install FactoryTalk VantagePoint. you see this warning.

March 2016 187 . and click Next. 6. click 'I accept the terms in the License Agreement. click Next. Rockwell Automation Publication 9528-UM001E-EN-P . read the EULA. In the End-user License Agreement (EULA) page. In the VantagePoint System Server Setup Wizard Welcome page.Configure the Servers Chapter 4 5.

8. In the 'Choose Setup Type' page. click Express. Click OK. TIP 188 See Install Microsoft Excel Add-In on page 191 for details on installing Microsoft Excel add-in.March 2016 . A warning appears if you have not installed Microsoft Excel.Chapter 4 Configure the Servers 7. Rockwell Automation Publication 9528-UM001E-EN-P .

click SQL Server. type the Domain name. and click Next. In the System/Office User page. 10.March 2016 189 . enter the credentials for the database. IMPORTANT If you have not changed the 'sa' password. and Password for the Domain controller. and click Next. In the Database Connection Information page. the default password is 'Rockwell1'. type the name of the SQL server. Rockwell Automation Publication 9528-UM001E-EN-P . We highly recommend that you change this password when you are finished with this procedure.Configure the Servers Chapter 4 9. User name for the Domain controller.

In the Ready to Install page. click Finish A DOS window appears.Chapter 4 Configure the Servers 11. This window closes automatically after a few minutes. When the installation is complete. click Install. 13.March 2016 . 190 Rockwell Automation Publication 9528-UM001E-EN-P . 12.

00. you may install the Microsoft Excel Add-In for FactoryTalk VantagePoint during the FactoryTalk VantagePoint installation. On the Modify. Navigate to the DVD folder (c:\FTVantagePoint Install\7. Complete these steps to install the Excel add-on software.exe. 2.00 VantagePoint EMI DVD) and double-click setup. The Microsoft Excel add-in enables FactoryTalk VantagePoint to generate Excel spreadsheet reports. In the Install FactoryTalk VantagePoint menu. click Modify.Configure the Servers Chapter 4 Install Microsoft Excel Add-In IMPORTANT If you are installing FactoryTalk VantagePoint in a VantagePoint server with Microsoft Excel installed on it. click Install FactoryTalk VantagePoint. click Install FactoryTalk VantagePoint. 3. Repair. or Remove installation page. 4. In the FactoryTalk VantagePoint main menu.March 2016 191 . Rockwell Automation Publication 9528-UM001E-EN-P . 1.

On the ready to Install page. 7. click the Programs icon. and select Rockwell Software>FactoryTalk VantagePoint>Manager. On the PlantPAx desktop. 6.Chapter 4 Configure the Servers 5.March 2016 . select 'Entire feature will be installed on local hard drive' from the FactoryTalk VantagePoint Office feature and click Next. On the Custom Setup page. 192 Rockwell Automation Publication 9528-UM001E-EN-P . click Next.

10. A series of VantagePoint server configurations are performed. In the VantagePoint Manager window. The Microsoft Excel software program starts and a VantagePoint Configuration warning appears. You can verify that the Microsoft Excel add-in has been added by opening the Microsoft Excel program to access the VantagePoint tab. Click Next.March 2016 193 . select Office User from the Configuration menu. The Office User logon page appears and has been filled out by the system. Close Microsoft Excel and click OK in the warning. You return to the VantagePoint Manager window when the configurations are done.Configure the Servers Chapter 4 8. Rockwell Automation Publication 9528-UM001E-EN-P . 9.

Chapter 4 Configure the Servers Notes: 194 Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 .

With FactoryTalk Activation software. there is no need for a physical master disk or any physical media. the activation is returned to the server pool. After a client obtains a floating activation.March 2016 195 . The activation server manages a pool of activation keys for connected clients to share. Client computers must be configured to obtain floating activations from the activation server. computers running the software must have access to activation files.Appendix A Activations Use FactoryTalk Activations For continuous use of FactoryTalk products and other Rockwell Automation software products. FactoryTalk Activation software provides a secure. activation files are generated and distributed electronically. Concurrent activations are locked to a central activation-server computer on the network. software-based system for activating Rockwell Automation software products and managing software activation files. if the activation server detects that the client has been disconnected. or when the client computer shuts down. Instead. Rockwell Automation Publication 9528-UM001E-EN-P . Floating concurrent activations are assigned automatically to clients that need them. A continuous network connection is also required for clients to use floating activations. These activations are returned automatically to the activation server pool when the software stops running on the client.

196 Rockwell Automation Publication 9528-UM001E-EN-P . and copy them back to the appropriate computers. without disrupting critical applications. After the grace period expires. If activation is not restored. Location of activation server Activations for Rockwell Automation software can be stored local to the system element containing the Rockwell Automation software in question or remotely depending on your preferences and needs. If the PASS has internet access.UM001. If an activation file is damaged or deleted. For safekeeping. The seven-day grace period provides time to correct the problem with acquiring activations. Use descriptive names for the files. the activations can be downloaded on a different computer with internet connectivity and then transferred to the PASS. the software runs for two hours in Demo mode. Options for adding activation files to the PASS To make concurrent floating activations available to activation clients. Protect activation files Activation files are simple text files that must have a . Activation fails for Rockwell Software products on a computer where the specified Host ID is not recognized by the activation file. the grace period expires.lic extension.Activation Considerations Consideration Details Software that is not activated If the components you have installed cannot be activated. However. so that you can identify them later.March 2016 . publication PROCES. keep an original set of your activation files on back-up media. for example. from the Rockwell Automation Activation window. then the software continues to run for up to seven days. first you must download the activation files to the activation server computer. if you restart the components and activation remains unavailable. see ‘Open Activation Manager’ in the PlantPAx Distributed Control System Infrastructure Configuration User Manual. If you want to remotely activate Rockwell Automation software in non-critical system elements consider storing them in a system element with uninterrupted connection to your PlantPAx DCS. contact Rockwell Automation Technical Support.lic extension is retained. Activation files are locked to the Host IDs of the computers (or dongles) that need them. tampering with text inside the activation file can disable your Rockwell Software products.Appendix A Activations Table 12 . Typically critical system elements keep their activations locally in case the connection with the remote activation location is lost. As long as the . If the PASS does not have internet access. Keep in mind the information in Consideration section “Software that is not activated” when using a remote location for activations. If activation is restored within seven days. because the activation server is unavailable. you can copy or rename an activation file without harming it. normal operations resume.

For additional instructions and information on activation types. Instead. and how to use a plug-and-play dongle. Click the Programs symbol and choose Rockwell Software>FactoryTalk Activation>FactoryTalk Activation Manager. there is no need for a physical master disk or any physical media. start the activation process by opening the FactoryTalk Activation Manager. publication FTA-QS002.Activations Appendix A FactoryTalk Activation Manager FactoryTalk Activation software provides a secure. see Activate Rockwell Software Products. Rockwell Automation Publication 9528-UM001E-EN-P .rockwellautomation. With FactoryTalk Activation software. activation files are generated and distributed electronically.com. host IDs. The FactoryTalk Activation Manager window appears. software-based system to apply Rockwell Automation® licenses for continuous use of FactoryTalk software and other Rockwell Automation® software products. On the selected Activation Manager computer.March 2016 197 . You also can use the website at https://activate.

Click OK when a dialog box appears informing you that the product activated successfully. 1. Right-click the Windows (Admin)'. At the command prompt. the required Microsoft Product Key is included in the product package.March 2016 . type 'slmgr /ipk <Product key>' and press Enter to add your OEM or volume license key. 3. 4. IMPORTANT When you purchase a physical version of the virtual image templates with Microsoft OEM operating systems. icon and choose 'Command Prompt 2.1 Professional and Windows 2012 Server. type 'slmgr /ato' and press Enter to activate Windows. At the command prompt. 6. Complete these steps to enter your product key to activate the Microsoft Windows operating system. To purchase additional Microsoft licenses please contact your Allen-Bradley or Microsoft Distributors. 5. If you use a virtual image template for Volume License Microsoft products you must obtain the license key from your IT department or through your Microsoft Volume Licensing program. Close the command prompt window.Appendix A Activations Use Windows License Keys This procedure enables you to enter your Product key (OEM or volume) and activate your Microsoft license. 198 Rockwell Automation Publication 9528-UM001E-EN-P . Click OK when a dialog box appears informing you that the product key installed successfully. This procedure is also compatible with Windows 8. When using a Key Management System (KMS) make sure the computer you are trying to license can communicate with the KMS and that similar time and dates are set on both systems.

or a directory on Network Attached Storage. reports. Historian Rockwell Automation Publication 9528-UM001E-EN-P .March 2016 199 . flowchart A formalized graphic representation of a logic sequence. or similar formalized structure. refer to the Allen-Bradley Industrial Automation Glossary. such as the physical assets such as equipment. historian An historian is a data collection system with the following components: collection. and processing units that exist in a plant. The EWS contains development software. An architecture conveys the information content of the related elements comprising a system. ESXi hypervisor Also called a ‘bare metal’ hypervisor.1. work. distributed control system (DCS) A specially designed control system for complex and large applications in industrial processes wherein the control elements of the system are distributed geographically throughout the plant. engineering workstation (EWS) The engineering workstation (EWS) provides system configuration. In a DCS. devices. and the rules governing those relationships. storage. a local file system path. as well as the process and discipline for effectively implementing the designs for such a system. including FactoryTalk View SE Studio and Studio 5000 Logix Designer. A storage location can be a virtual machine file system volume. or manufacturing process. guest OS The operating system of the virtual machine. compression. FactoryTalk Directory software provides a common address book of factory resources that are shared among FactoryTalk-enabled products. datastore Represents a storage location for virtual machine files. architecture An architecture is a representation of a control and software system. organization chart. Examples are AppServ-Batch for a FactoryTalk Batch application or AppServ-History for an Historian application. development. FactoryTalk directory software FactoryTalk Directory software defines were system data is stored for access. Asset Framework Historian Asset Framework (AF) is a key component of the FactoryTalk Historian System that allows organization of data with context. retrieval. this virtual software is on top of the resources of a host server when the server does not have an operating system installed. and maintenance functions of the PlantPAx system. the relationships among those elements.Glossary For definitions of terms not listed here. The guest OS is one of the components of the virtual image. and analysis. application server (AppServ) The application server (AppServ) is a server in addition to the Process Automation System Server (PASS) that is typically a FactoryTalk® Directory client of the PASS. publication AG-7. a hierarchy of controllers is connected by communication networks for command and monitoring.

There is RSLinx Classic software and RSLinx Enterprise software. reconstitute. The PASS is a required component. The workstation is a client of either a PASS or AppServ-HMI. hypervisor A program that lets multiple operating systems share resources from a single hardware host. the previous computer name becomes the ‘old computer name’. historical data Historical data is data that is used for the long term analysis of past operation. server software components are installed on server-class computers. host server A physical server whose hardware resources are distributed to provide for the needs of the virtual machines deployed in it. storage. host OS The operating system of the host server. analyze. This reference could be the factory default computer name of the virtual machines or a computer name set by your organization. The system is built on a standards-based architecture by using Integrated Architecture® components that enable multi-disciplined control and premier integration with the Rockwell Automation® intelligent motor control portfolio. additional features include management of your virtual machines. Also called a hardware host. Once the computer name is changed. When a hypervisor client connects to a vCenter server. FactoryTalk View SE software uses RSLinx Enterprise software to directly access tags in a controller. hypervisor client A program that lets you remotely connect to a host server with a hypervisor from any workstation. copy. Typically. Servers without operating systems leverage an ESXi hypervisor to manage its resources and allocate them to the virtual machines that need them. PlantPAx Distributed Control The PlantPAx system has all the core capabilities expected in a world-class System distributed control system (DCS). allocating what is needed to each virtual machine to make sure they cannot negatively impact each other. compression. RSLinx software RSLinx® software is the communication driver (data server) for computer-based programs to access information in Rockwell Automation controllers.Glossary functions include raw sampling. summarize. From the hypervisor client. Process Automation System Server The Process Automation System Server (PASS) is the core PlantPAx system (PASS) server allowing central administration throughout the PlantPAx system. deploy. and edit your virtual machines. you can create. also called a virtual machine manager. The hypervisor manages the host processor and resources. operator workstation (OWS) The operator workstation (OWS) provides the graphical view and interface into the process. server Software component that serves data to an application (for example. system element A system element is a distinctive system entity made up of a combination of hardware and software products that support an identifiable system function or 200 Rockwell Automation Publication x9528-UM001E-EN-PMarch2016 . retrieval. and present (reports and displays). data server). old computer name The term ‘old computer name’ is used to refer to the computer name of the virtual machine prior to your changes.

March 2016 201 . These resources are allocated to a virtual machine with the help of a hypervisor. HDD. configuration. For example. RAM. process automation system server (PASS). engineering workstation (EWS). workstation A workstation is a computer running development. A virtual machine is the collection of dedicated resources a computer needs (for example. operator workstation (OWS). A workstation is not a server.Glossary role. virtual machine A virtual machine is a software implementation of a computer or workstation that executes programs like a physical computer or workstation. A system element can be manipulated to vary system operation or capability. virtualization Virtualization is the abstracting of the operating system from the hardware to enable multiple virtual machines on a single piece of hardware. and controller. and so forth). CPU. and optional maintenance software. Rockwell Automation Publication 9528-UM001E-EN-P .

Glossary Notes: 202 Rockwell Automation Publication x9528-UM001E-EN-PMarch2016 .

Index
A
account
sa

default password 128, 189
Windows 8.1 local 82
activation
FactoryTalk 180
FactoryTalk certificates 6
FactoryTalk software 195
additional resources 12
address
IP, assign to vSphere host 21
IP, virtual server 31
administrator
create user account 98
AF
see Asset Framework
agreement
license 94, 95
application
server, definition 199
AppServ
Asset catalog number 7
Batch catalog number 7
definition 199
EWS catalog number 7
EWS Rockwell Automation software license 8
Historian catalog number 7
OWS
FactoryTalk Directory location 179
Rockwell Automation software license 8
OWS catalog number 7
SQL catalog number 7
VantagePoint catalog number 7
architecture
definition 199
Asset Framework
definition 199
End-User License Agreement 124, 139
install 123
install on Historian 137
specify server 146
synchronize with MDB 143

B
Batch
install 158

C
catalog numbers
virtual image templates 7
client
install vSphere 24
clone
virtual machine template 48
collective
SQL server 117

Rockwell Automation Publication 9528-UM001E-EN-P - March 2016

computer
delete old name 134
rename 86, 103
configure
AppServ-OWS power management 107
FactoryTalk Directory on PASS 111
FactoryTalk software activation 195
RDS 179
country
choose 76

D
datacenter
create template within 40
datastore
definition 199
DCS
see distributed control system
definition
hypervisor 15
open virtual appliance 15
open virtual format 15
deploy
OVF template 32
USB drive 31
distributed control system
definition 199

E
End-User License Agreement
Asset Framework 124, 139
FactoryTalk Batch 160, 165
VantagePoint 187
Windows 8.1 76, 95
Engineering Workstation
FactoryTalk Directory location 89
File Share 90
Network Discovery 90
system/software requirements 9
workflow 74
engineering workstation
definition 199
Engineering Workstation catalog number 7
eProcedure
install 163
ESXI
hypervisor definition 199
EULA
see End-User License Agreement
EWS
see Engineering Workstation
Excel
install add-in 186

203

Index

F
FactoryTalk
activation 180
Batch
End-User License Agreement 160, 165
install 158
directory software definition 199
eProcedure
install 163
install Windows firewall 167
install Asset Framework 123
install Historian 119
Services Platform 118
FactoryTalk Directory
App-Serv EWS, OWS location 89
configuration wizard 111
set AppServ-OWS location 179
specify Historian location 133
SQL server 122
File Share
Batch server 157, 171
Engineering/Operator Workstation 90
Historian server 133
SQL server 123
turn on 118
firewall
inbound rule 172
install on Asset Management server 169
install on FactoryTalk eProcedure 167
flowchart
definition 199
format
disk, thick 35
disk, thin 35

G
glossary 199
guest OS
definition 199

H
Historian
definition 199
FactoryTalk Directory location 133
install Site Edition 119
historical data
definition 200
host OS
definition 200
host server
definition 200
hypervisor
definition 15
download 15
install vSphere client 24
install vSphere host 17
vSphere 15
hypervisor client
definition 200

204

Rockwell Automation Publication 9528-UM001E-EN-P - March 2016

I
IP address
assign to vSphere host 21
virtual server 31

L
license
agreement 94, 95
Windows key 198
local user
add to SQL server 128

M
menu
programs 101
Microsoft License
OEM 6
volume 6
Windows Server 2012
AppServ-Info (Historian) 6
PADC 5
PASS 5
Remote Desktop Services 6, 182
module database
synchronize with Asset Framework 143

N
name
cloned template 48
old computer, delete 134
Network Discovery
Batch server 157, 171
Engineering/Operator Workstation 90
Historian server 133
SQL server 123
turn on 118

O
old computer name
definition 200
open virtual appliance
definition 15
open virtual format
definition 15
open virtual template
deploy 32
operator workshop
definition 200
Operator Workstation
FactoryTalk Directory location 89
File Share 90
Network Discovery 90
workflow 74
Operator Workstation catalog number 7
OVA
see open virtual appliance

Index

OVF
see open virtual format
OWS
see Operator Workstation

P
PADC
see Process Automation Domain Controller
PASS
definition 200
FactoryTalk Directory configuration 111
see Process Automation System Server
password
sa default 128, 189
Windows 8.1, requirements 83
PlantPAx
system definition 200
power
on for virtual machine 37
power management
AppServ-OWS 107
Process Automation Domain Controller
catalog number 7
Process Automation System Server
catalog number 7
Rockwell Automation software license 8
system/software requirements 9
product key
skip 76
type 76
programs
menu 83, 101

R
RDS
configure 179
see Remote Desktop Services
rename
computer 86, 103
SQL server 135
tool, SQL server 136
required for configuration of virtual
templates
Microsoft License Keys 5
PlantPAx Virtual Image Templates 5
VMware vSphere Client 5
resources
additional 12
Rockwell Automation
software license 8
RSLinx software
definition 200
rule
Firewall, inbound 172

Rockwell Automation Publication 9528-UM001E-EN-P - March 2016

S
server
Asset Framework, specify 146
Asset Management
install firewall 169
Batch
Fire Share 157, 171
Network Discovery 157, 171
create, vCenter 40
definition 200
Historian
FactoryTalk Directory location 133
Fire Share 133
install Asset Framework 137
Network Discovery 133
workflow 132
SQL
add local user 128
collective 117
Fire Share 123
Network Discovery 123
prerequisites 117
rename 135
rename tool 136
specify FactoryTalk Directory location
122
SQLExpress 136
workflow 116
services
restart 153
services FactoryTalk platform 118
settings
Windows 8.1 express 78
software
requirements 9
SQLExpress
SQL server 136
synchronize
module database with Asset Framework 143
verify 155
system
element definition 200
requirements 9

T
template
create from existing virtual image 43
name clone 48
within datacenter 40
thick
disk format 35
thin
disk format 35
time zone
choose 76
tool
SQL server rename 136
Tools
VMware 38

205

Index

U
USB drive
deploy templates 31
user account
administrator privileges 98

V
VantagePoint
End-User License Agreement 187
vCenter
create server 40
virtual image
create template from 43
virtual image template
deploy 31
virtual LAN
definition 201
virtual machine
clone 40
definition 201
power up 37
VLAN
definition 201
VM
definition 201
VMware
Tools 38
vSphere
Client download 16
hypervisor 15
install hypervisor client 24
install hypervisor host 17
open client 31

W
Windows
8.1 EULA 76, 95
8.1 express settings 78
configure 8.1 Professional 75
install firewall with eProcedure 167
license key 198
workflow
EWS Workstation 74
Historian 132
OWS Workstation 74
SQL server 116
workstation
definition 201
EWS workflow 74
OWS workflow 74

206

Rockwell Automation Publication 9528-UM001E-EN-P - March 2016

.

FAQs. At http://www. we offer multiple support programs for installation.. Kar Plaza İş Merkezi E Blok Kat:6 34752 İçerenköy. . United States or Canada 1.page. Documentation Feedback Your comments will help us serve your documentation needs better. and to sign up for product notification updates.rockwellautomation. contact your local distributor or Rockwell Automation representative.com/rockwellautomation/support/overview.Ş. review the information that is contained in this manual. Tel: +90 (216) 5698400 Publication 9528-UM001E-EN-P . United States Contact your distributor. sample code.com/support you can find technical and application notes. You can contact Customer Support for initial help in getting your product up and running.440. Installation Assistance If you experience a problem within the first 24 hours of installation.March 2016 Supersedes Publication 9528-UM001D-EN-P . In addition.com/services/online-phone. Outside United States Please contact your local Rockwell Automation representative for the return procedure.rockwellautomation.com/literature/.March 2015 Copyright © 2016 Rockwell Automation. Inc. Printed in the U.Rockwell Automation Support Rockwell Automation provides technical information on the Web to assist you in using its products.rockwellautomation. You can also visit our Support Center at https://rockwellautomation. configuration.page. complete this form.S.A. For more information. All rights reserved. You must provide a Customer Support case number (call the phone number above to obtain one) to your distributor to complete the return process. Rockwell Automation maintains current product environmental information on its website at http://www. if your product is not functioning and needs to be returned. Rockwell Otomasyon Ticaret A.3434 Outside United States or Canada Use the Worldwide Locator at http://www. İstanbul. support chats and forums.646. and links to software service packs. publication RA-DU002. or visit http://www. follow these procedures. If you have any suggestions on how to improve this document.com/ for software updates. and troubleshooting.rockwellautomation. or contact your local Rockwell Automation representative. technical information. available at http://www.custhelp. New Product Satisfaction Return Rockwell Automation tests all of its products to help ensure that they are fully operational when shipped from the manufacturing facility. However.rockwellautomation.com/rockwellautomation/about-us/sustainability-ethics/product-environmental-compliance.