Tf13 Factorytalk System Design Considerations Rsteched

FactoryTalk System Design Considerations
PUBLIC INFORMATION
Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Agenda
High Level discussion of the main considerations you should make when building a system:
Basic ControlLogixTM Considerations
Basic Network Considerations
Basic Host Considerations
FactoryTalk Services Platform
Data Servers
FactoryTalk View Site Edition (SE)
FactoryTalk Historian SE
FactoryTalk AssetCentre
FactoryTalk VantagePoint
Basic Microsoft SQL Server Considerations
Thin Client Connectivity
Virtualization Basics
Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 2
Basic ControlLogix Considerations
PUBLIC INFORMATION

ControlLogix Considerations
ControlLogix in a FactoryTalk System
Retrieving data from a ControlLogix is dependent on the processors
resources, as well as the FactoryTalk System configurations.
Controller Tasks
Continuous
Options Periodic
Modules Priorities
Scan Time
Memory Time Slice
Available & Used Its effect on overall software
performance wire frames
Tag management (arrays & UDTs)
Redundancy
Connections
Data Server Load Balancing
Data Servers
Messages Physical Limits
Continuous Task vs Periodic Task
Only one continuous task per controller

Use is not required
Operates at the lowest priority
Shares time with processor overhead, including
communications
Uses CPUtask
Improper time configuration
only after other tasks
couldexecute
prevent the controller from
communicating with a data server!
Periodic tasks execute automatically on pre-configured
intervals
Configurable for 1ms or higher
After execution, task suspends and waits for trigger
Not affected by System Overhead Timeslice

For more information on
RSTechED 2014
Studio 5000 and Logix Basics Lab
Studio 5000 and Logix Advanced Lab
Collecting Data Efficiently in the Integrated Architecture
Rockwell Automation Literature Library

ControlLogix System Selection Guide
Logix5000 Controllers Design Considerations
Required reading!

Basic Networking Considerations
PUBLIC INFORMATION

Networking Considerations
Components
A network is only as good as the selected hardware!
What type of networking

components will be used? FactoryTalk Applications
View
Manufacturing Zone
Level 3
VantagePoint Layer 3
Firewalls

Historian
AssetCentre
Router
Switches Layer 3
Switch Stack
Routers Network Services
DNS, DHCP, syslog server
Network and security management
Wireless Level 02 Cell/Area Zone
Cable types/lengths
Layer 2 Switch HMI
Controller
Drive HMI
What type of networking Controller

Drive Drive
services will be used?

HMI Distributed I/O
Controller Distributed I/O
Cell/Area #1 Cell/Area #2 Cell/Area #3 (Bus
(Redundant Star Topology) (Ring Topology) Topology)
Domain vs Workgroup
DNS, DHCP

Network Components: Firewalls
The most important aspect of a firewall is that it is at the entry/exit point of the networked
system it protects not within it!
A firewall is designed to block network traffic on one segment of a network from reaching
another.
FactoryTalk
The opening of ports within a firewall may Server
present a security concern, and an IT Security

expert will need to be involved in the configuration. Firewall
FactoryTalk
Client
Aid 29402 - TCP ports used by Rockwell products

Many other components (such as DCOM and MS authentication services) assign
ports at runtime (dynamic).
Use thin client services to go through a Firewall for application connectivity

Wireless & WAN Connections
Occasionally wireless or 3rd party networks (T1, DSL, etc) are implemented
in a control environment for instance, to communicate with remote sites.
Wireless networks are prone to signal interference,

leading to breaks in communications, therefore avoid
use with FactoryTalk thick clients or direct data
server to controller connections.
FactoryTalk applications require network speeds of >= 10Mbps. (test labs

are 100Mbps)
Ensure thick FactoryTalk clients are on the same network segment as the server(s).
Remote clients are possible using thin client services.
Controllers at remote locations should be configured to use a data concentrator,
which needs to be located on the same network segment as the data server(s).

Sample Architecture:
Networks
Internet
Firewall
Managed Ethernet Switch for Control System Network (CSN) HMI/Ctrl Communications
CLx CLx Flex Flex

CLx CLx
SLC SLC
PLC PLC
Engineering
Workstation
RSLogix 5/500/5000
RSLinx Classic

Windows Networking:
Workgroups vs Domains
Workgroups are supported in architectures of less than 10 FactoryTalk
Computers, otherwise a Windows domain is required.
Common Requirements
Unique IP Address
Centralized environment can allow for DHCP with server reservations
Unique Host Names
Centralized environment can allow for DNS
Differences
User name authentication Workgroups require special configuration
Security Domains allow for Active Directory user linking

Domain Controllers
Internet
Firewall
Domain
Controllers
For the Ctl Sys Domain
W2K3 Server O/S
DNS/DHCP/WINS
CLx CLx Flex Flex

CLx CLx
SLC SLC
PLC PLC
Engineering
Workstation
RSLogix 5/500/5000
PLC
Networking Considerations
Consider contacting Rockwell Automation Network Services group.
RSTechED 2014
Ethernet/IP Layer 3 Networking Capabilities
Understand and Implement High Availability Methods
Design Considerations for Robust Ethernet/IP Networks
Rockwell Automation Knowledgebase

AID 24380: Ethernet/IP, Switches, and Multicast Frames
AID 34532: Troubleshooting TCP/IP connectivity using a TCP/IP diagram
AID 29402: TCP/UDP Ports used by Rockwell Automation products
Literature Library
Ethernet Design Considerations Reference Manual

PUBLIC INFORMATION

Sizing
HOST = computer or virtual machine hosting an operating system upon
which applications may be installed.
Minimum hardware is not designed to give the best performance
Use recommended or greater specifications wherever possible
Server-class hardware is not always required
40% steady-state processor utilization as a general baseline

Note Windows OS 2GB process memory cap more resources are not always the
solution.
Consider future expansion / support when purchasing hardware

How easily can hardware be expanded or converted (e.g., to Virtual environments)
Thin client hardware can simplify hardware costs (both purchase and maintenance)

Basic Host Considerations:
Operating Systems
Windows Operating Systems
In general, Windows 8 and Windows Server 2012 support is still forthcoming
Use a Server OS (e.g., Windows Server 2008) for server applications
Consider disabling Windows Automatic Updates

Not required
Prevents untested changes and/or unplanned reboots to production systems
Note Patch Qualification page:
http://www.rakb-patchtests.com/data/MS_Patch_Qualification/start.htm
Windows Firewall will be edited by software installs (Rockwell WFCU)

Antivirus programs may still restrict access or incorrectly identify threats

FactoryTalk Services
Platform Considerations
PUBLIC INFORMATION

Overview
Build a suite of common services that can be shared by
many applications
FactoryTalk Production Disciplines
Design & Production Data Quality & Asset Performance

Configuration Management Management Compliance Management & Visibility
Plant Wide
Information
Historical Data
Alarms and
Diagnostics
Activation
Live Data
Directory
Security
Events
Control
Systems
Audit
Process Batch Drives Motion Discrete
Safety
Control Control Systems Control Control
Logix Control Disciplines

Compatibility
FactoryTalk Services Platform CPR9 versions are generally compatible
between all Service Releases (SRs.)
For example, CPR9 SR6 hosts can co-exist with CPR9 SR5 hosts
Where possible, it is recommended to maintain the same FactoryTalk Services
Platform version and patch level across all hosts.
Refer to the Product Compatibility site:
http://compatibility.rockwellautomation.com/Pages/ProductReplacement.aspx?crumb
=101
Where possible, it is recommended to upgrade the FactoryTalk Directory

server to the highest FactoryTalk Services Platform version currently
installed.
Some products may require an upgrade of the FactoryTalk Directory.

Local Directory vs Network Directory
Local FactoryTalk Directory:
A Local FactoryTalk Directory encompasses applications and FactoryTalk products
on the local PC only.
Utilized for Standalone applications, as only local PC servers can be used in local
FactoryTalk Directory applications.
Network FactoryTalk Directory:

Network FactoryTalk Directory ties multiple FactoryTalk PCs together, all utilizing a
central FactoryTalk Directory.
FactoryTalk Products in a Network FactoryTalk Directory can share services, such
as FactoryTalk Security, FactoryTalk Diagnostics, and FactoryTalk Live Data.
Can be utilized for widely distributed applications, or applications with everything
installed on one PC.

FactoryTalk Services Platform Network
FactoryTalk Directory: Architecture Considerations
The role of the Network c should be hosted on a dedicated computer.

System Start-up FactoryTalk Directory should be first to start
Compatibility Occasionally required versioning
Patching/Upgrading Independent patching easy
Redundancy Lowest risk option keeps FTD available for failover/failback
Additionally, a dedicated Network FactoryTalk Directory is also an ideal location

for the following roles that are often present in a FactoryTalk system:
FactoryTalk Activation Server
FactoryTalk Alarms and Events Historical Log (SQL Standard/Express)
Centralized FactoryTalk Diagnostics Server (including SQL Server) in absence of AssetCentre
FactoryTalk Historian Components, including Phase 2 redundancy shared file
A server operating system (2008 Server) should be used.

There areOSexceptions
A server is optimized totoservice
the dedicated PC recommendations,
network requests, such
which is a common function of aas
Network
FactoryTalk Directory. small, non-redundant systems.
This server should not be a Windows domain controller.
Network FactoryTalk Directory: What about Redundancy?
Client-side caching allows for operation

independent of FactoryTalk Directory in the
event of downtime. Windows FactoryTalk
Domain Directory RSLinx
Controller Server HMI Server Data Server
Security and directory cached, only used for
access if FactoryTalk Directory unavailable
Other objects can be cached, such as HMI
displays
Detailed testing results on FactoryTalk View

SE system in absence of FactoryTalk cache
Directory :
AID 66352 - FactoryTalk View SE HMI Client HMI Client
Behavior when FactoryTalk Directory is
Unavailable
CLX CLX

Maintenance Considerations
The computer hosting the Network FactoryTalk Directory should be highly available.
All hosts in a FactoryTalk system contact the Network FactoryTalk Directory when they boot
and maintain period communications afterwards.
If the FactoryTalk system is shut down, the Network FactoryTalk Directory should be the last
host shut down and the first to be restarted.
Avoid renaming the computer hosting the Network FactoryTalk Directory.

The hosts in a FactoryTalk system only know the Network FactoryTalk Directory by name (vs.
IP address.)
The Network FactoryTalk Directory should be periodically backed up to a .BAK file.

This is currently a manual task performed using the FactoryTalk Administration Console.
Note option to back up Security Authority Identifier
Refer to 'Choosing the correct backup and restore options' in the FactoryTalk on-line Help for
additional information.

FAQs / Common Errors
FactoryTalk Services Platform is not required or recommended on a
Domain Controller.
In other words, do not co-locate a FactoryTalk Directory server or any other
FactoryTalk software on a Domain Controller.
A FactoryTalk Directory server should be installed on a Windows Server

operating system (as opposed to a Workstation/Desktop OS.)
Ensure that any FactoryTalk Services Platform clients are pointing to the
FactoryTalk Directory server prior to install some installs modify the
directory!
FactoryTalk Directory servers do not communicate with each other.

FactoryTalk Directory
Internet
Firewall
Domain Controllers
For the Ctl Sys Domain
W2K8 Server O/S
DNS/DHCP/WINS
Server
FactoryTalk Activation
Server
CLx CLx CLx Flex Flex

CLx
SLC SLC
PLC PLC Engineering
Workstation
RSLogix 5/500/5000

RSTechED 2014
Introduction to the Design and Implementation of FactoryTalk Security in a
Distributed Control System
Advanced Design, Management, and Implementation of FactoryTalk Security in a
Distributed Control System
RA Knowledgebase
AID 58803 Network FactoryTalk Directory Best Practices
AID 116811 - CPR9 FactoryTalk Services Platform Compatibility Guidelines
AID 66352 - FactoryTalk View SE Behavior when FactoryTalk Directory is
Unavailable

Data Server Considerations
PUBLIC INFORMATION

Data Servers
Options
For Rockwell Automation Hardware (Controllers, drives, etc):
RSLinx Classic
RSLinx Enterprise
FactoryTalk Gateway
Use OPC for 3rd Parties:

Kepware
Matrikon
others

Data Servers
RSLinx Enterprise vs RSLinx Classic
RSLinx Enterprise
Wherever possible!
RLSE is the preferred Data Server for Rockwell Automation Hardware in FactoryTalk
Applications
Performance is greatly increased, particularly with Logix family controllers
Also supports legacy controllers (PLC5, SLC, etc)
RSLinx Classic
Only when features are not available in RSLinx Enterprise
Alias Topic Support
When Complex paths are needed to talk to a controller
Ethernet to DH, DH+, DH-485
DDE Support
Specific driver support
Data Servers
Alias Topics
Engineering
Workstation
Workstation
communicating to
ControlLogix via
Ethernet and Controlnet
ENet
Topic CNet
1 Topic
Alias Topic 2
RSLinx Enterprise
Classic
Two total shortcuts,
topics, oneone
for
for
eacheach
pathpath (ENet
(ENet &
& CNet)
CNet)
Alias topic references
CLX both existing topics

Data Servers
Complex Paths
Server #1
ENet
CLx CLx
DH+
CNet
SLC CLx
SLC
PLC PLC
RSLinx Classic Required RSLinx Enterprise Supported

DH+ protocol = PCCC ControlNet protocol = CIP
Ethernet protocol = CIP Ethernet protocol = CIP

Data Servers
What about OPC?
RSLinx Enterprise is a Live Data server, but RSLinx Classic is not required
for OPC
FactoryTalk Gateway converts Live Data to OPC, acting as an OPC server

Converts at an application level, including HMI information
Not the same as RSLinx Classic Gateway
FactoryTalk Gateway should be installed as close to the client as possible,

allowing for Live Data communications between the server and Gateway.
RSLinx FactoryTalk OPC

CLX Enterprise Gateway Client
CIP Live Data OPC

Data Servers
RSLinx Enterprise Sizing Considerations
Recommended maximum of 100,000 tags/sec on a single RSLinx
Enterprise data server.
Guideline based on general system requirements
Each application will have a different minimum and maximum
Not representative of total tags in system, only tags on-scan per second
Maximum number of tags/sec are determined by a number of

application variables:
Types of servers in application (e.g., FactoryTalk View SE, FactoryTalk Historian SE,
etc.)
Number of servers in application
Number of HMI clients in application

Data Servers
RSLinx Enterprise Detailed Sizing
Recommended Maximum of 2,000,000 Tag References per server.
References can be made by:
HMI Server processes such as tag server, datalog, derived tags, event tags, etc.
Live Data clients, such as Historian Interface, FactoryTalk Gateway, etc.
Worst case Tag References estimation equation = A(6x) + Bx

A is number of FactoryTalk View SE HMI servers
x is number of total tags on-scan per second
B is number of FactoryTalk Live Data clients
Consider an Example system:

1 redundant FactoryTalk View SE HMI Server/redundant
12 FactoryTalk View SE Clients
20 controllers w/5,000 tags on-scan per second
1(6*100k)+ 12 *100k = 1,800,000 tag references
Data Servers
ControlLogix Connections
Each instance of RSLinx Enterprise can use up to 6 connections in a
Logix Controller.
By default each instance of RSLinx Classic can use 5 connections to a

Logix Controller.
Though typically unnecessary, can be increased
Recommend no more than 3 data server connections to a single

ControlLogix controller.

Data Servers
RSLinx Classic is not required for legacy devices.
RSLinx Enterprise is the preferred data server for Rockwell Automation
Devices.
There can be only one instance of the same data server type running per
host.
For example, two instances of RSLinx Enterprise cannot run on the same host.
Only one service running at a time
If multiple data servers of the same type are required, multiple hosts are required
Controllers dont talk OPC

A controller does not require OPC or Live Data communications

Data Servers
Internet
Firewall
Domain Controllers FactoryTalk Directory
For the Ctl Sys Domain Server
W2K8 Server O/S FactoryTalk Directory
DNS/DHCP/WINS FactoryTalk Activation Data Server
Server (1) RSLinx Enterprise
(1) RSLinx Classic
OPC Client
(1) FactoryTalk Gateway

CLx
SLC SLC
PLC PLC
DH+ Engineering
Workstation
RSLogix 5/500/5000
RSLinx Classic
SLC
PLC
Data Servers
RSTechED 2014
Collecting Data Efficiently in the Integrated Architecture
Optimize ControlLogix Performance for FactoryTalk Client Applications
RA Knowledgebase
AID 507425 Rockwell Automation Data Server Decision Guide

FactoryTalk View SE
PUBLIC INFORMATION

FactoryTalk View SE
Application Options
Local Directory Single HMI Station Network Directory Multiple Servers Remote Clients
FactoryTalk View SE
Local Station
FactoryTalk View SE
Network Station
FactoryTalk View SE
Network Distributed

FactoryTalk View SE
Components
A typical FactoryTalk View SE system consists of the following software components (or
roles):
Network FactoryTalk Directory Server (FTD) (1)
FactoryTalk View SE Server(s) (1+)
SQL Server(s) (Express or Standard) (1+)
FactoryTalk Live Data Server(s) (1+)
FactoryTalk Alarm Server(s) (0+)
FactoryTalk View SE Client(s) (1+)
FactoryTalk View SE Studio(s) (1+)

FactoryTalk View SE
Network Station Considerations
Network Directory application
1 HMI server, 1 HMI client (no remote clients)
Can share remote data & alarm servers, unlike Local station
Configuration of alarm & data servers is not shared, only resources
Can also access other Network Directory servers, such as FactoryTalk

Historian SE
Maximum of 20 applications per directory

FactoryTalk View SE Distributed
Component Limits (v7.00 and higher)
HMI Servers: 10 per application (redundant or non-redundant)
Data Servers: 10 per application (redundant or non-redundant)
Alarm Servers: 10 per application (redundant or non-redundant)
Clients
50 per Application
Total mix of thick & thin clients
Recommended 25:1 ratio
1 Distributed application per FactoryTalk Directory (production)

Multiple supported in development

HMI Server Architecture
Can be co-located with the FactoryTalk Directory, but recommend separate
hosts
Recommend independent hosts no clients or EWS co-located

Except for testing
Redundant servers do not equate to load-balancing

Load balance at a 25:1 ratio
MSSQL Express instance must be co-located for tag database

This instance is not supported for use with anything outside of the FactoryTalk View
SE HMI server. i.e., it cannot be used for historical logging

FactoryTalk View SE
Datalog Models
Up to 20 datalog models can run simultaneously
The FactoryTalk View SE Trend/Datalog functionality is meant for recent

operator data, not intensive historical analysis
Running the datalog functionality at its technical limits will result in an unstable host
and server.
Large data logging needs should indicate the need for an Historian server,
not necessarily an additional HMI server.

FactoryTalk View SE
Alarm Limits (v7.00 and higher)
Legacy / Classic HMI Alarming
40,000 total alarms per HMI Server
10,000 of which can be Analog
Alarm Summary will display the 2,000 most recent alarm transactions
Default Update Rate = 2 seconds
FactoryTalk Alarms & Events

100,000 total alarms per Application
10,000 total alarms per Alarm Server
FactoryTalk Alarms / controller
2,000 non-redundant
500 / 250 redundant
AID 44177 - FactoryTalk Alarms & Events - Special Considerations

Data & Alarm Server Architecture
RSLinx Enterprise and RSLinx Classic
Can be co-located with HMI server
No more than two different data servers per host
For instance, RSLinx Classic and RSLinx Enterprise installed on the same host
Device-based Alarming
RSLinx Enterprise used as alarm server
Often co-located with HMI server
v21 does not support device-based
Tag-based Alarming
Can be co-located with HMI and/or Data server, or independent

Redundancy
Only one host should be designated as the Primary with the responsibility
of the Primary HMI and Primary Data servers.
Redundancy is not a mechanism for load balancing.
Good Bad
Server #1 Server #2 Server #1 Server #2
HMI Server Primary HMI Server Secondary HMI Server Primary HMI Server Secondary
Data Server Primary Data Server Secondary Data Server Secondary Data Server Primary
Redundant Redundant
Pair Pair
Note: Historical Alarm DB should not be located on a redundant host

FactoryTalk View SE
Dont put more than one production HMI server on the same host
Support multiple HMI servers on a single host for development purposes
Redundancy is not load balancing only one

server is actively serving data at a time.
Hierarchy Terminology:
FTD
Application
Area
Alarm Server
Data Server
HMI Server

FactoryTalk View SE
Internet
Firewall
Domain Controllers FactoryTalk Directory Primary Server
For the Ctl Sys Domain Server (1) HMI Server
W2K8 Server O/S FactoryTalk Directory (1) Tag-based Alarm Server Data Server
DNS/DHCP/WINS FactoryTalk Activation (1) Data Servers (1) RSLinx Enterprise
Server (1) RSLinx Enterprise
MSSQL Express Server
5 Clients
CLx
SLC SLC
PLC PLC Engineering Workstation
RSLogix 5/500/5000
RSLinx Classic
FactoryTalk View Studio FactoryTalk View SE Clients

FactoryTalk View SE
RSTechED 2014
Architecting a Distributed FactoryTalk View Site Edition System
FactoryTalk View Site Edition: Building Applications
FactoryTalk View Site Edition: Implementing FactoryTalk Alarms and Events
Rockwell Automation Knowledgebase

AID 32549 FactoryTalk View SE Distributed System Design Considerations
AID 37110 FactoryTalk View SE Tips and Best Practices TOC
AID 44177 - FactoryTalk Alarms & Events Considerations for the Initial Release
Rockwell Automation Literature Library

FactoryTalk View SE Popular Configuration Drawings

FactoryTalk Historian
PUBLIC INFORMATION

Application Types
MANAGEMENT
SUPERVISOR
OPERATOR

FactoryTalk Directory Connectivity
FactoryTalk Historian ME can function independently of a FactoryTalk
Directory, or within a Network FactoryTalk Directory.
FactoryTalk Historian ME Modules can use security configurations from the
FactoryTalk Directory, or use a native form of security that does not require the
FTSP.
FactoryTalk Historian SE is only supported in the Network FactoryTalk

Directory
FactoryTalk Historian SE does not support Local Directory or Workstation type
environment.
FactoryTalk Historian EE does not use the FactoryTalk Services Platform.

A FactoryTalk Historian SE server can be configured as an enterprise level
aggregator, which would in turn support only the Network FactoryTalk Directory.
Machine Edition Considerations
ME Module fits into the ControlLogix chassis
Up to 2 per chassis supported
Single module can communicate with up to 4 ControlLogix controllers

Only one if High Speed is being used (<500ms)
Maximum of 2500 points per second

Storage available at maximum logging for 4-14 hours depending upon module
ME Module sends data up to FactoryTalk Historian SE server
See AID 63082 - FAQ: FactoryTalk Historian Machine Edition

Site Edition Components
A typical FactoryTalk Historian SE system consists of the following software components
(or roles):
FactoryTalk Historian Server (1)
FactoryTalk Asset Framework Server (1)
SQL Server (Express or Standard) (1)
FactoryTalk Historian Live Data Interface(s) (1+)
FactoryTalk Live Data Server(s) (1+)
FactoryTalk Historian Client(s) (1+)

Component Limits
Two (2) Historian SE Servers per
FactoryTalk
FactoryTalk Directory Historian
Or two (2) collectives consisting of 2 members Server
each
100,000 Events/sec
50,000 pre-v4.00 Interface
node
20 Clients maximum
Data Source
FactoryTalk View, (DCS, PLC,
FactoryTalk VantagePoint, DataLink, etc.)
ProcessBook, ActiveView
See AID 49189 FactoryTalk Historian SE System Design Considerations

Interface Considerations
25,000 events/sec on one Interface
FactoryTalk
Up to 50,000 defined tags Historian
Server
20,000 pre-v4.00 versions
20,000 events/sec on one redundant

interface pair Interface
15,000 pre-v4.00 versions node
Total Interfaces per FactoryTalk Historian Data Source

(DCS, PLC,
Server etc.)
50 interfaces per server, 25 redundant
See AID 66997 FAQ: FactoryTalk Historian SE FactoryTalk Live Data Interface
Component Architecture
Interfaces buffer data in when the FactoryTalk Historian Server is absent.
Therefore, it is not recommended to co-locate interfaces with Historian
Server host.
Commonly recommended to locate Interface with Data Server.
Asset Framework server can be co-located with MSSQL

Can co-locate with Historian Server, but not recommended
Equates to at least 3 server hosts:

FactoryTalk Directory Server (FTD)/ FactoryTalk Historian SE Asset Framework
Server (FTAF) / MSSQL
Optimally divided between two hosts FTD & FTAF / MSSQL
FactoryTalk
A three HistorianisSEthe
host system server
Best Practice because it is the most scalable
Data Server/Interface
and minimizes the potential for resource conflicts.
Redundancy vs High Availability
System Thin Clients: FactoryTalk VantagePoint, Portal,

Management Rich Clients: FactoryTalk View, ProcessBook, DataLink, FactoryTalk
Tools Applications, Custom Application
PI SDK
Secondary Configuration Primary

If you require minimal data loss,
Secondary
Historian
Changes
Historian then you need redundant
Historian(s)interface
nodes
Data Buffering Data Buffering

Services If you require
Services highly available data for
Historian Interfaces reporting, then you need redundant
Historian Interfaces
servers (a Collective).

Historian Interface Data Server
An Historian Interface is a data client, receiving information from the data server,
then forwarding it on to the Historian Server.
Historian Interface buffering is effectively disabled when co-located with

Historian Server
Data Redundancy = Interfaces, Information High Availability = Collective
Historical data is not natively stored in an open database (e.g., MSSQL.)

Internet
Server
Redundant HMI/Data Server
Server (1) HMI Server
(1) Tag-based Alarm Server Firewall
Domain Controllers Server (1) Data Servers
For the Ctl Sys Domain MSSQL Express Server (1) RSLinx Enterprise
W2K8 Server O/S FactoryTalk Historian
FactoryTalk Asset Live Data Interface
DNS/DHCP/WINS
Framework Server
SE Server
Server
5 Clients
CLx
SLC SLC
RSLogix 5/500/5000
RSLinx Classic
FactoryTalk View Studio FactoryTalk Clients
FactoryTalk Historian SE FactoryTalk View SE Client
Mgmt Tool FactoryTalk Historian SE Client

RSTechED 2014
Architecting a Distributed FactoryTalk View Site Edition System
FactoryTalk View Site Edition: Building Applications
FactoryTalk View Site Edition: Implementing FactoryTalk Alarms and Events
RA Knowledgebase
AID 49189 FactoryTalk Historian SE System Design Considerations
AID 56070: FactoryTalk Historian SE Tips and Best Practices TOC

PUBLIC INFORMATION

Components
A typical FactoryTalk AssetCentre system consists of the following software components
(or roles):
FactoryTalk AssetCentre Server (1)
SQL Server Standard (1)
FactoryTalk AssetCentre Agent(s) (1+)
FactoryTalk AssetCentre Client(s) (1+)
ProCalV5 Server (0-1)
ProCalV5 Client(s) (0+)

Component Limits
One FactoryTalk AssetCentre Server
ProCalV5 Server (if using Calibration
Management)
1
Five FactoryTalk AssetCentre Agents
Single agent services ~100 assets/ 12hrs
5
Fifty concurrent FactoryTalk AssetCentre
Clients
ProCalV5 Client (if using Calibration
Management)
50

Calibration Management Components
FactoryTalk
AssetCentre
Server
Ethernet
` `
FactoryTalk ProCalV5
AssetCentre Server
Server
ProCalV5 Server ProCalV5 Client

Recommended to be co-located with Must be co-located with FactoryTalk
FactoryTalk AssetCentre Server. AssetCentre Client.
Contains all Calibration Management Can only be accessed using FactoryTalk
information. AssetCentre Client.
Links to FactoryTalk AssetCentre Server Used to configure ProCalV5 server.
process device assets.
Communicates with own database in
MSSQL Server.
System Considerations
FactoryTalk Directory there can be only one!
Each FactoryTalk AssetCentre Server can be associated with one and only one
FactoryTalk Network Directory.
FactoryTalk Local Directories are not used by FactoryTalk AssetCentre.
Microsoft SQL Server 2005/2008

Each FactoryTalk AssetCentre system can use a single Microsoft SQL (MSSQL.)
MSSQL Server can be co-located with Server component.
Multiple FactoryTalk AssetCentre Agents

One agent per host, Agent component can be co-located with Server component.
Each agent requires un-activated editor software for applicable assets.
All agents must be able to access all assets in the system.
Agent hosts should not be used as Engineering Workstations due to resource usage.
See AID 106118 Determining the Necessary Number of AssetCentre Agents
Client Considerations
Locally on engineering workstations
Engineer workstation = PC being used with editing software such as RSLogix, View
Studio, etc.
Installing locally with editing software allows user to check out files for use with
editing application, make changes, then check files back into AssetCentre archive.
Any FactoryTalk PC requiring audit functionality

FactoryTalk AssetCentre Client acts as FactoryTalk Audit listener

The FactoryTalk AssetCentre Agent component is required for all
configuration.
Audits/Events are not collected automatically an AssetCentre Client must

be installed on the host to send the diagnostic information to the Server.
Only one AssetCentre Server is supported per FactoryTalk Directory.
spelling

Internet
Server
FactoryTalk Directory Redundant HMI/Data Server
FactoryTalk Activation (1) Tag-based Alarm Server
Server Firewall
(1) Data Servers
Domain Controllers MSSQL Express Server
(1) RSLinx Enterprise
FactoryTalk Asset
For the Ctl Sys Domain Framework Server FactoryTalk Historian Live
W2K8 Server O/S Data Interface
FactoryTalk
DNS/DHCP/WINS AssetCentre Client FactoryTalk AssetCentre
Client
FactoryTalk Historian FactoryTalk AssetCentre Server

SE Server MSSQL 2008 Server Standard
FactoryTalk Historian FactoryTalk AssetCentre Server
Server FactoryTalk AssetCentre Agent
FactoryTalk FactoryTalk AssetCentre Client
AssetCentre Client RSLinx Classic (no activation)
RSLogix 5/500/5000 (no
activation)
5 Clients
CLx
SLC SLC
RSLogix 5/500/5000
RSLinx Classic
FactoryTalk Historian FactoryTalk View SE Client
Mgmt Tool FactoryTalk Historian SE Client
FactoryTalk AssetCentre FactoryTalk AssetCentre Client
Client

RSTechED 2014
FactoryTalk AssetCentre: Introduction and Demonstration
FactoryTalk AssetCentre Self-Paced Lab
RA Knowledgebase
AID 57483 FactoryTalk AssetCentre System Design Considerations
AID 56049 FactoryTalk AssetCentre Tips and Best Practices TOC
AID 60057 Architecting FactoryTalk AssetCentre

PUBLIC INFORMATION

FactoryTalk VantagePoint and the
FactoryTalk VantagePoint can function independently of a FactoryTalk
Directory, or within a Network FactoryTalk Directory.
Within an FactoryTalk Directory server, FactoryTalk VantagePoint can connect to:
FactoryTalk Live Data
FactoryTalk Historian SE or ME
FactoryTalk Alarms and Events historical database
FactoryTalk Historian and FactoryTalk Alarms & Event information can also be
collected from outside of the FactoryTalk Directory server.
FactoryTalk VantagePoint is only supported in the Network FactoryTalk

Directory

Components
A typical FactoryTalk AssetCentre system consists of the following software components
(or roles):
Network FactoryTalk Directory Server (FTD) (0-1)
FactoryTalk VantagePoint Server (1)
SQL Server Standard (1)
Data Source (1+)
FactoryTalk VantagePoint Client(s) (1+)

Sizing
Note that within this solution, the option to increase memory (RAM)
and increase CPUs always exists as a method to improve system
performance.
SharePoint and
Excel Services
Multiple
For large enterprise
FactoryTalk systems that include
VantagePoint SharePoint
Separated SQL Systems Excel Services can
Server System be used to improve
Dedicated systems for Excel rendering
SQL Server installed Eventing, Report performance on the
on separate server Generation,
Stand-Alone from VantagePoint Dashboards
Portal
Systems
Data Source and
VantagePoint are
installed on
Co-Hosted separate servers
Systems VantagePoint has
a dedicated server
Data Source (no other
installed on applications)
same server as
VantagePoint

Component Architecture
Typical system consists of three hosts:
FactoryTalk VantagePoint Server
Data Source
SQL Server
For smaller systems, components can be co-located

General guideline is <10 clients
Application factors that may cause additional hosts to be required:
Number and type of data sources
Number and type of reports
Frequency of report generation
A three host system is the Best Practice because it is the most scalable
and minimizes the potential for resource conflicts.
Internet

FactoryTalk Directory (1) Tag-based Alarm Server
Server (1) Data Servers Firewall
Domain Controllers FactoryTalk Activation (1) RSLinx Enterprise
For the Ctl Sys Domain Server FactoryTalk Historian Live
W2K8 Server O/S MSSQL Express Server Data Interface
DNS/DHCP/WINS FactoryTalk Asset FactoryTalk AssetCentre
Framework Server Client
FactoryTalk
AssetCentre Client
FactoryTalk Historian FactoryTalk AssetCentre Server FactoryTalk VantagePoint MSSQL Server

SE Server MSSQL 2008 Server Standard Server MSSQL 2008
FactoryTalk Historian FactoryTalk AssetCentre Server FactoryTalk VantagePoint Server Standard
Server Server for FactoryTalk VantagePoint
FactoryTalk AssetCentre Agent
FactoryTalk AssetCentre FactoryTalk AssetCentre Client FactoryTalk VantagePoint
Client RSLinx Classic (no activation) Portal
RSLogix 5/500/5000 (no Excel 2010+
activation)
5 Clients
CLx
SLC SLC Engineering Workstation
PLC PLC RSLogix 5/500/5000
RSLinx Classic
FactoryTalk View Studio
Mgmt Tool FactoryTalk Clients
FactoryTalk AssetCentre FactoryTalk View SE Client
Client FactoryTalk Historian SE Client
FactoryTalk FactoryTalk AssetCentre Client
VantagePoint Mgr
Dashboard Builder
Excel 2010+
Where can the FactoryTalk VantagePoint Server be co-located?
Best practice is to locate on an independent host
In small applications, its possible to locate with other server
components
MSSQL if no independent instance available
FactoryTalk Historian SE in very limited circumstances
See AID 62869 FactoryTalk Historian SE and FactoryTalk VantagePoint on a
Single Host Computer

RSTechED 2014
Introduction to FactoryTalk VantagePoint and Enterprise Manufacturing Intelligence
FactoryTalk VantagePoint EMI: 50 Minutes to Value
FactoryTalk VantagePoint EMI Basic Lab: Building an Information System
RA Knowledgebase
AID 59904 - FactoryTalk VantagePoint System Design Considerations
AID 59149 FactoryTalk VantagePoint Tips and Best Practices TOC
AID 61808 - FAQ: FactoryTalk VantagePoint Frequently Asked Questions
AID 63620 - Architecting FactoryTalk VantagePoint

Microsoft SQL Server: Briefly
PUBLIC INFORMATION

Microsoft SQL
How many servers are out there?
Redundant HMI/Data Server
FactoryTalk View SE HMI Tag Database Server (2) (1) HMI Server
(1) Tag-based Alarm Server
(1) Data Servers
(1) RSLinx Enterprise
Express instances must be co-located with HMI Server FactoryTalk Historian Live
Data Interface
Client
FactoryTalk Alarms & Events Historical Logging

Server
FactoryTalk Directory Server
Server
MSSQL Express Server
FactoryTalk Asset
Framework Server
FactoryTalk Historian SE Asset Framework Server FactoryTalk AssetCentre

Client
FactoryTalk AssetCentre Server

MSSQL 2008 Server Standard
FactoryTalk AssetCentre Server FactoryTalk AssetCentre Server

FactoryTalk AssetCentre Agent
FactoryTalk AssetCentre Client
RSLinx Classic (no activation)
RSLogix 5/500/5000 (no
activation)
FactoryTalk VantagePoint MSSQL Server

Server MSSQL 2008
FactoryTalk VantagePoint Server FactoryTalk VantagePoint

Server
Server Standard
for FactoryTalk VantagePoint
Portal
Excel 2010+

Microsoft SQL
Consolidating Server Instances
FactoryTalk Alarms & Events (FTAE) History, FactoryTalk Historian SE
Application Framework (FTAF) Server, FactoryTalk AssetCentre (FTAC)
Server, and FactoryTalk VantageaPoint (FTVP) instances can be
consolidated
Amount of consolidation will depend on MSSQL Licensing

FTAE & FTHSE are shipped with MSSQL Express (no licensing)
FTAC & FTVP are shipped with a single processor license
If no external activation is purchased, all databases can be consolidated to

one host with two MSSQL Instances:
MSSQL Express Instance: FTAE & FTHSE (FTAF) databases
MSSQL Standard Instance: FTAC & FTVP databases
Microsoft SQL
Database Management Best Practices
A system backup plan, including both database and transaction logs, is
highly recommended
FactoryTalk AssetCentre: AID 59541
FactoryTalk VantagePoint: AID 62884
Monitor the size of the transaction logs, particularly in systems with

constant data changes (e.g., FactoryTalk AssetCentre)
Consider simple recovery mode, allowing for scheduled transaction log shrinking
Discuss further policies with end users database management team

Indexing and cleanup operations
Database growth policy expansion

Microsoft SQL Server
Internet

FTD (1) Tag-based Alarm Server
FactoryTalk Activation (1) Data Servers Firewall
Domain Controllers Server (1) RSLinx Enterprise
For the Ctl Sys Domain MSSQL Express Server FactoryTalk Historian Live
W2K8 Server O/S FactoryTalk Asset Data Interface
DNS/DHCP/WINS Framework Server FactoryTalk AssetCentre
FactoryTalk Client
AssetCentre Client

SE Server MSSQL 2008 Server Standard Server MSSQL 2008
FactoryTalk Historian FactoryTalk AssetCentre Server MSSQL 2008 Server Standard Server Standard
Server FactoryTalk AssetCentre Agent FactoryTalk VantagePoint MSSQL 2008
FactoryTalk AssetCentre FactoryTalk AssetCentre Client Server Server Express
Client RSLinx Classic (no activation) FactoryTalk VantagePoint
RSLogix 5/500/5000 (no Portal
activation) Excel 2010+
5 Clients
CLx
SLC SLC
RSLogix 5/500/5000
RSLinx Classic
FactoryTalk Historian Mgmt Tool FactoryTalk View SE Client
Factorytalk AssetCentre Client FactoryTalk Historian SE Client
FactoryTalk VantagePoint Mgr FactoryTalk AssetCentre Client
Dashboard Builder
Excel 2010+
PUBLIC INFORMATION

Options
Remote Desktop Services
Formerly Terminal Services
Instantiate multiple sessions from single host
As opposed to Workstation/Desktop OS single shared instance
Each instance activated independently of server
FactoryTalk ViewPoint Server (FactoryTalk View only)

Microsoft Silverlight required
Multiple browser options supported
Some functionality disabled (ActiveX controls, VBA scripting, etc)
Locate Server component on independent host

RDS Design Considerations
Windows Server OS Required
Server co-location supported, but not recommended

Known issues & Resource intensive
Client operation could interfere with server availability
Recommend multiple servers to avoid

a single point of failure
Load balanced farm of 2+ RDS servers can
be created using the Connection Broker.
Nearly impossible to generally specify necessary resources

Invest in server-class hardware with upgrade availability (CPU, Memory, etc)
Remote Desktop Session Host Capacity Planning in Windows Server 2008 R2
RDS General Considerations
FactoryTalk Client and Engineering Workstation components are located
on the Remote Desktop Services server (not Server components.)
Diagnostic information (e.g., Events in FactoryTalk View Studio) will be

seen from all user instances, not limited to the current instance.
FactoryTalk Diagnostic information can be configured to show location as the thin
client or the RDS Server to which it is connected.
When used with FactoryTalk AssetCentre, any editor software should be

co-located on the Remote Desktop Services server host.
Splitting roles between the thin client and RDS instance results in more complex file
storage/forwarding.

Remote Desktop Services Server
RDS Client(s)
Internet

FTD (1) Tag-based Alarm Server
FactoryTalk Activation (1) Data Servers Firewall
Domain Controllers Server (1) RSLinx Enterprise
For the Ctl Sys Domain FactoryTalk Asset FactoryTalk Historian Live
W2K8 Server O/S Framework Server Data Interface
DNS/DHCP/WINS FactoryTalk FactoryTalk AssetCentre
AssetCentre Client Client Remote Desktop
Services Hosts
FactoryTalk View SE Client
FactoryTalk Historian SE Client
Logix 5/500/5000
RSLinx Classic

SE Server FactoryTalk AssetCentre Server Server MSSQL 2008
FactoryTalk Historian FactoryTalk AssetCentre Agent FT VantagePoint Server Standard
Server FactoryTalk AssetCentre Client Server MSSQL 2008
FactoryTalk AssetCentre FT VantagePoint Server Express
Client RSLogix 5/500/5000 (no Portal
5 Clients
CLx
SLC SLC
RSLogix 5/500/5000
RSLinx Classic
FactoryTalk AssetCentre Client FactoryTalk Historian SE Client
Dashboard Builder
Excel 2010+
FactoryTalk Viewpoint
Architecture Considerations
Recommended to locate the FactoryTalk ViewPoint server on its own
highly available PC separate.
Co-location supported in non-redundant applications.
The total number of clients allowed by FactoryTalk ViewPoint is a

maximum of 50
Total is sum of traditional View SE thick and thin clients and each open browser
instance of FactoryTalk ViewPoint)
FactoryTalk ViewPoint can only publish a single application at a time.

For systems including multiple FactoryTalk applications, a separate FactoryTalk
ViewPoint server will be required for each application

Remote Desktop Services Server
RDS Client(s)
Internet

Server (1) HMI Server FactoryTalk ViewPoint Client(s)
FactoryTalk Directory (1) Tag-based Alarm Server
Server (1) Data Servers Firewall
Domain Controllers FactoryTalk Activation (1) RSLinx Enterprise
For the Ctl Sys Domain Server FactoryTalk Historian Live
W2K8 Server O/S FactoryTalk Asset Data Interface
DNS/DHCP/WINS Framework Server FactoryTalk AssetCentre
FactoryTalk Client Remote Desktop Services
AssetCentre Client
FactoryTalk Hosts
Viewpoint Server FactoryTalk View SE Client
ViewPoint Server FactoryTalk Historian SE Client
Logix 5/500/5000
RSLinx Classic

SE Server FactoryTalk AssetCentre Server Server MSSQL 2008
FactoryTalk Historian FactoryTalk AssetCentre Agent FT VantagePoint Server Standard
Server FactoryTalk AssetCentre Client Server MSSQL 2008
FactoryTalk AssetCentre FT VantagePoint Server Express
Client RSLogix 5/500/5000 (no Portal
5 Clients
CLx
SLC SLC
RSLogix 5/500/5000
RSLinx Classic
FactoryTalk AssetCentre Client FactoryTalk Historian SE Client
Dashboard Builder
Excel 2010+
Local and/or Station Applications
Full Remote Desktop Services implementations are not supported with
Station applications because remote clients are not possible.
A Point-to-Point remote viewing mechanism, such as VNC, is possible.

Point-to-Point allows for the sharing of the client instance, as opposed instantiating
multiple clients.
FactoryTalk ViewPoint can be used for:

FactoryTalk View ME (PanelView Plus)
FactoryTalk View SE Local Station
FactoryTalk View SE Network Station

RSTechED 2014
FactoryTalk View Machine Edition and PanelView Plus: Data Logging, Trending,
Recipe Functionality and Remote Access
FactoryTalk View Site Edition: Building Applications (Part 1)
Extending FactoryTalk View Site Edition with Microsoft's Remote Desktop Services
RA Knowledgebase
AID 554813 - Using FactoryTalk with Remote Desktop Services TOC
AID 57596 - FactoryTalk View Object and Feature Support within FactoryTalk
ViewPoint
Microsoft References
Remote Desktop Session Host Capacity Planning in Windows Server 2008 R2

Virtualization
PUBLIC INFORMATION

Virtualization
Architecture Considerations
Bare metal hardware sizing
Expandable, server-class
Count determined by number of images,
virtualization features
Generally, 1 physical CPU = 2 virtual CPU
Memory is 1:1 ratio
Virtual machine inventory

One physical host equates
to one virtual machine
Generally recommended
to start with 1vCPU and scale up as needed
Generally recommend >=4GB of memory for servers, >=2GB for EWS/Clients

Virtualization
General Considerations
Server-based Virtualization should be used in production (e.g., vSphere)
As opposed to workstation based (e.g., VMware Workstation.)
Separate redundant virtual machines onto different physical hosts

For example, Primary HMI Server VM on Host 1, Secondary HMI Server
VM on Host 2
Prevents single point of failure at physical host.
Consider virtual LANs for VM to VM communications

Virtual LANs allow for host-internal communications without having to go out and
back in the physical NIC
Contacting Rockwell Automation Network Services group

Rockwell Automation offers a custom built virtual solution and/or consultation on
virtual system design.

Virtualization
RSTechED 2014
Introduction to VMware Product Suite: Virtualization Solutions
Virtualization in Manufacturing Industries
Building a Hardware Infrastructure for a Virtualized Solution
RA Knowledgebase
AID 568026 - Using Rockwell Automation Software with VMware
Literature Library
Virtualization for Process Automation Systems

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FactoryTalk System Design Considerations

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Only one continuous task per controller

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 5

Rockwell Automation Literature Library

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 6

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

What type of networking

Wireless Level 02 Cell/Area Zone

What type of networking Controller

services will be used?

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 8

present a security concern, and an IT Security

Aid 29402 - TCP ports used by Rockwell products

Use thin client services to go through a Firewall for application connectivity

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 9

Wireless networks are prone to signal interference,

FactoryTalk applications require network speeds of >= 10Mbps. (test labs

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 10

CLx CLx Flex Flex

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 11

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 12

CLx CLx Flex Flex

Rockwell Automation Knowledgebase

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 14

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

40% steady-state processor utilization as a general baseline

Consider future expansion / support when purchasing hardware

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 16

Consider disabling Windows Automatic Updates

Windows Firewall will be edited by software installs (Rockwell WFCU)

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 17

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Design & Production Data Quality & Asset Performance

FactoryTalk Services Platform

Logix Control Disciplines

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 19

Where possible, it is recommended to upgrade the FactoryTalk Directory

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 20

Network FactoryTalk Directory:

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 21

The role of the Network c should be hosted on a dedicated computer.

Additionally, a dedicated Network FactoryTalk Directory is also an ideal location

A server operating system (2008 Server) should be used.

Client-side caching allows for operation

Detailed testing results on FactoryTalk View

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 23

Avoid renaming the computer hosting the Network FactoryTalk Directory.

The Network FactoryTalk Directory should be periodically backed up to a .BAK file.

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 24

A FactoryTalk Directory server should be installed on a Windows Server

FactoryTalk Directory servers do not communicate with each other.

CLx CLx CLx Flex Flex

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 26

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 27

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved.

Use OPC for 3rd Parties:

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 29

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 31

RSLinx Classic Required RSLinx Enterprise Supported

Copyright 2014 Rockwell Automation, Inc. All Rights Reserved. 32

FactoryTalk Gateway converts Live Data to OPC, acting as an OPC server