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Hands-On Lab IA02 FactoryTalk AssetCentre Basic to Advanced Configuration ..... 3
Before you begin ......................................................................................................................................... 8 About this lab ................................................................................................................................................ 8 Basic Section ................................................................................................................................................ 8 Advanced Section ......................................................................................................................................... 9 Software ........................................................................................................................................................ 9 Lab files ......................................................................................................................................................... 9 Classroom setup ....................................................................................................................................... 10 Lab Background ........................................................................................................................................ 12 Introduction to FactoryTalk AssetCentre .................................................................... 13 FactoryTalk AssetCentre Server ................................................................................................................. 13 Launching FactoryTalk AssetCentre ........................................................................................................... 14 FactoryTalk AssetCentre Interface Walk-through ....................................................................................... 15 Archive Interface Walk-through ................................................................................................................... 16 Check-out Master File ................................................................................................................................. 16 Check-out Master File ................................................................................................................................. 17 Disaster Recovery ..................................................................................................................................... 18 Download Master File ................................................................................................................................. 18 Undo Check-Out Master File....................................................................................................................... 19
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Archive (Change Control)......................................................................................................................... 21 Check-out Master File via RSLogix 5000.................................................................................................... 21 Verify the file is checked-out in FactoryTalk AssetCentre .......................................................................... 24 Make Online Changes................................................................................................................................. 25 Logs ............................................................................................................................................................ 27 Start the Logs plug-in .................................................................................................................................. 28 Select Audit Log View ................................................................................................................................. 29 Select Audit Log View ................................................................................................................................. 30 Using Filters ................................................................................................................................................ 31 Searches .................................................................................................................................................... 33 Start the Search plug-in .............................................................................................................................. 34 Search Interface Walk-through ................................................................................................................... 35 View the report ............................................................................................................................................ 37 Schedules .................................................................................................................................................. 40 Start Scheduling plug-in .............................................................................................................................. 40 Scheduler Interface Walk-through .............................................................................................................. 41 Execute the schedule .................................................................................................................................. 42 Examine schedule results ........................................................................................................................... 43 Check-in RSLogix 5000 File (housekeeping).............................................................................................. 45 Conclusion ................................................................................................................................................. 46 Appendix 1: Receive PanelView Plus User Audits in FactoryTalk AssetCentre ........ 47 Launching FactoryTalk AssetCentre ........................................................................................................... 47 Checking out a FactoryTalk View ME Station Application .......................................................................... 48 Machine Edition (ME) Station...................................................................................................................... 49 Examining a PanelView Plus (ME Station) audits .................................................................................. 50 AssetCentre Audit Log View ....................................................................................................................... 51 Review how to Configure Station audits ..................................................................................................... 52
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Appendix 2: Using Binders .......................................................................................... 53 Launching FactoryTalk AssetCentre ........................................................................................................... 53 Binder and Archive View Walk-through ...................................................................................................... 54 Open the Binder .......................................................................................................................................... 55 Change filter contents ................................................................................................................................. 55 Check In the Binder..................................................................................................................................... 56 Appendix 3: Disaster Recovery for Remote Computers ............................................. 58 Launching FactoryTalk AssetCentre ........................................................................................................... 58 Create a Remote Computer ........................................................................................................................ 59 Create a Binder ........................................................................................................................................... 61 Verify existing Schedule .............................................................................................................................. 63 Make Changes ............................................................................................................................................ 64 Execute the Schedule ................................................................................................................................. 67 Examine schedule results ........................................................................................................................... 67 Appendix 4: Disaster Recovery for Siemens S7 Processors....................................... 69 Launching FactoryTalk AssetCentre ........................................................................................................... 69 Create a Siemens S7 Asset ........................................................................................................................ 70 View Siemens S7 Disaster Recovery Options and Compare Report ......................................................... 76 Move Backup Data to Configuration Data................................................................................................... 79 Appendix 5: Archive Auto Check-In & Desktop Shortcuts .......................................... 82
Archive Auto Check-in.............................................................................................................................. 82 Launching FactoryTalk AssetCentre ........................................................................................................... 82 Create and Configure for Auto Check-in ..................................................................................................... 83 Exercise auto check-in ................................................................................................................................ 84
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Using Desktop Shortcuts for Archive Files ............................................................................................ 85 Create shortcut ............................................................................................................................................ 85 Exercise shortcut......................................................................................................................................... 86 Appendix 6: Process Device Configuration at a Glance ............................................. 87 Introduction to FTD-DTM ............................................................................................................................ 87 What is Field Device Tool (FDT)? ............................................................................................................... 87 Heres how it works ..................................................................................................................................... 87 DTMs and Network Topology ..................................................................................................................... 88 Launching FactoryTalk AssetCentre ........................................................................................................... 89 DTM Catalog ............................................................................................................................................... 90 DTM View .................................................................................................................................................... 91 Offline Parameterization.............................................................................................................................. 93 Appendix 7: Securing FactoryTalk AssetCentre ......................................................... 96 Launching FactoryTalk AssetCentre ........................................................................................................... 96 Creating new Users and Groups ................................................................................................................. 97 Securing AssetCentre functions (Design Mode) ....................................................................................... 101 Securing the FactoryTalk AssetCentre Asset Tree ................................................................................... 103 Exercise Security Configuration ................................................................................................................ 106 Appendix 8: FactoryTalk AssetCentre - Event & Audit Log Cleanup Utility .............. 108 Launching FactoryTalk AssetCentre ......................................................................................................... 108 Create and Purge Log data ....................................................................................................................... 109 View Purge Log data ................................................................................................................................. 111 Appendix 9: Backup and Restore FactoryTalk AssetCentre .................................... 112
AssetCentre Database Backup .............................................................................................................. 112 AssetCentre Database Transaction Logs Backup .................................................................................... 116 Scheduling Backups.................................................................................................................................. 117
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Restoring FactoryTalk AssetCentre in Microsoft SQL Server 2008 .................................................. 122 Appendix 10: FactoryTalk AssetCentre Instrument Management ........................... 125 What is Calibration Management? ............................................................................................................ 125 FactoryTalk AssetCentre Calibration Management Walk-through............................................................ 125 View Calibration Data in FactoryTalk AssetCentre ................................................................................... 128 View ProCalV5 .......................................................................................................................................... 130 Master Instrument Record (MIR)............................................................................................................... 132 General Info Tab ....................................................................................................................................... 132 Calibration Points Tab ............................................................................................................................... 133 Instrument Report ..................................................................................................................................... 134 Section 1: Perform a Calibration using a Hand Held Calibrator........................................................ 137 Prepare the Hand Held Calibrator ............................................................................................................. 137 Download to Calibrator.............................................................................................................................. 137 Preparing Cerabar Instrument for Calibration ........................................................................................... 141 Prepare Fluke 744 Hand Held Calibrator .................................................................................................. 145 Select Calibration Task ............................................................................................................................. 147 Calibrate As Found Instrument Values ..................................................................................................... 148 Calibrate As Left Instrument Values ......................................................................................................... 157 Upload Completed Calibration from Fluke 744 Calibrator ........................................................................ 160 Verify Calibration in FactoryTalk AssetCentre Calibration Management .................................................. 162 Reconnect the Instrument to Lab Kit......................................................................................................... 163 Section 2: Perform a Mock Calibration on Pressure Transmitter Instrument ................................. 164 New Calibration ......................................................................................................................................... 164 Enter Calibration Results .......................................................................................................................... 165 View Calibration Results ........................................................................................................................... 167
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Basic Section
The Basic section has a start and end point, meaning that you start with Launching FactoryTalk AssetCentre and review basic functionality. Once finished, youll have the option to review the advanced section for a closer look at any of the basics, or other functionality. As you complete the basic section in this hands-on session, you will: Perform a Disaster Recovery operation on a controller (ControlLogix) Make a change to an existing processor using change control procedures Compare your local copy to that of the Master file via RSLogix 5000 Examine audits in FactoryTalk AssetCentre via Logs and Searches Run a Backup and Compare schedule and examine the results
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Advanced Section
The Advanced section is a collection of advanced topics with no defined start or end point. The following sections can be performed in any order, according to your interests. As you complete the advanced section in this hands-on session, you will: Receive PanelView Plus Audits in FactoryTalk AssetCentre Configure Binders Use Disaster Recovery for Remote Computers Use Disaster Recovery for Siemens S7 Processors Configure Archive Auto Check-In & Desktop Shortcuts Review Process Device Configuration (at a glance) Configure FactoryTalk AssetCentre Security Run FactoryTalk Log Cleanup Utility Back up and Restore FactoryTalk AssetCentre with Microsoft SQL Server 2008 Review Calibration Management
Software
This Hands-On Lab uses the following software: Microsoft Windows 2003 Server Standard R2 with SP2 FactoryTalk AssetCentre v4.0 RSLogix 5000 v19 FactoryTalk View Studio and FactoryTalk View ME v6.0 SoftLogix v19 VMware Workstation v7.1 MSSQL 2008 R2
Lab files
This Hands-On Lab uses the following files:
Test Rack program (C:\Lab Files) Test Rack_Backup program (C:\Lab Files) Sample Siemens Compare.pdf (C:\Lab Files)
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Classroom setup
This lab is conducted using one VMware Workstation virtual machine running on each PC in the classroom. VMware Workstation is virtual machine software that allows you to emulate one or more PCs on your host PC.
FactoryTalk AssetCentre does not require a domain; this lab is conducted in a Windows workgroup named WORKGROUP.
Labuser
rockwell
System Administrator
FactoryTalk Securitys single sign-on feature has been enabled as part of this lab. This means that FactoryTalk Security will automatically use your operating system login to authenticate your security rights in FactoryTalk AssetCentre. Should you need to manually log into FactoryTalk AssetCentre, we will use the same log-in credentials (see above).
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Document conventions
Throughout this workbook, we have used the following conventions to help guide you through the lab materials. This style or symbol: Words shown in bold italics (e.g., RSLogix 5000 or OK) Indicates: Any item or button that you must click on, or a menu name from which you must choose an option or command. This will be an actual name of an item that you see on your screen or in an example. An item that you must type in the specified field. This is information that you must supply based on your application (e.g., a variable). Note: When you type the text in the field, remember that you do not need to type the quotes; simply type the words that are contained within them (e.g., Controller1). The text that appears inside of this gray box is supplemental information regarding the lab materials, but not information that is required reading in order for you to complete the lab exercises. The text that follows this symbol may provide you with helpful hints that can make it easier for you to use this product. Most often, authors use this Tip Text style for important information they want their students to see. Note: If the mouse button is not specified in the text, you should click on the left mouse button.
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Lab Background
In this lab you will be acting as a control system engineer in a process plant. The FactoryTalk AssetCentre components are already installed and running; you are responsible for maintaining support for the system in your plant. Process production consists of a tank farm of raw materials from receiving, a couple of batch tanks and holding tanks as shown below:
R e ce ivin g T a n k F a rm
V 1 00 V 200 V 300
L T2 00 T K 30 0
L T 300
P 1 00
V 500
B a tch T a n ks
V 600
M an ua l A dd
W T100
A T 500 LT 500
A T 600 LT 600
B T K 50 0
B T K 60 0
T T 500 V 501
T T 600 V 601
H o ld in g T a n ks
V 800 V 900
P 600
LT 9 00
V 80 1
V 902
T o P ackag ing
The packaging area consists of a washer and filler, both of which have a dedicated ControlLogix processor.
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FactoryTalk AssetCentre has an evolving set of add-on capabilities that allow you to optimize and leverage your factory automation and process device investments. These optional capabilities expand upon the robust central features already found in the FactoryTalk AssetCentre server and allow you the ability to extend the value of the system as needs change within your manufacturing environment.
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1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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This is the Workspace Pane. FactoryTalk AssetCentre capabilities are opened here for user interaction.
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Indicates which plant model asset is selected; provides a hotlink to retrieve the selected file and launch the associated editor
Filters the version history view: Version-related activities displays those activities that resulted in a new version being created. All activities display all activities whether they generated a new version or not.
History Display the version history for the selected plant model file asset Labels Displays any labels associated with the selected plant model asset
Writes the selected historic version to local working folder for readonly access Sets the selected historic version as the master version for the selected asset. Creates a new version from the selected historic version.
This pane reflects the tab selection (History, Labels). In this instance it is displaying the version history for the selected plant model file asset.
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2.
3.
Right-click the Filler_CLX.ACD file in the asset view tree and select Open to check out and open the file in RSLogix 5000. A list of options is displayed:
4. 5.
Click Check Out to check the file out for editing and open it in RSLogix5000. The Check Out dialog is displayed; click OK to check it out to the default working folder on your machine. The file is checked out to the C:\RSLogix 5000\Projects folder; the State field should display this information for you and a check mark should appear next to the files icon, indicating that the file is currently checked out: A check mark here indicates that the file is currently checked out
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Disaster Recovery
FactoryTalk AssetCentre source control leverages the centralized database and provides automatic version control. This provides proper file management and single master relationships. Any electronic file can be put under source control RSLogix 5000 (.acd), Microsoft files (.doc, .xls, .ppt, etc.) Computer Aided Design (CAD) files (.dwg), and others. Supported source control functions include: Check-out: Writes the selected file or folder to a local working folder with read-write access and locks the selection to prevent multiple-user editing. Check-In: Reads the local working folder and updates the source control repository, creating new versions as needed. Get: Writes the selected file or folder to the local working folder with read-only access. Note: A Get can retrieve the latest or any historical version that is in the archive. Undo Check Out: Returns the selection to an unchecked out state and unlocks the selections.
In this portion of the lab you will interact with the FactoryTalk AssetCentre Archive system to do a Checkout operation on the latest Filler CLX Master file. You will download the master file to restore a controller that has failed due to an electrical storm last night.
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2. On the Download dialog, click Download, the program will download 3. Once Download is complete, click Yes to put the controller back into Run mode. If not prompted, click the controller status icon and select Run Mode.
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3. Click the Undo Check Out button to undo the checked out file. Click Undo Check Out button to undo the checked out file
4. On the Undo Check Out dialog, verify that Delete the local copy is selected. This allows source control to remove the copy of the file on disk when Undo Check-out is performed, so that only one living copy is managed by source control. 5. Enter a comment like File checked for download purposes only in the Comment field and click OK.
6. The file Checked Out status is removed from the FactoryTalk AssetCentre source control and no additional version has been created. To view all activities associated with the version click the All Activities radio button. This will display your recent actions of check-out and the undo checkout along with the comment you entered.
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4. Before navigating to the file, use the security control ( ) button to login with a Username of labuser and a Password of rockwell (leave Domain blank.) This control allows you to specify a specific version or a labeled version within the Archive to do a check-out or get operation. control allows you to This log-in/out of the FactoryTalk Security
The icons represent device assets in the FactoryTalk AssetCentre tree view, e.g., ControlLogix processors, process instruments, PanelView, drives, etc.
5. Well need to navigate to our Washer_CLX.ACD file of interest. Navigate to the following: AssetCentre \ Files \ RSLogix5000 \ Projects
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6. With the Washer_CLX.ACD file now visible, click to select it. 7. With the Washer_CLX.ACD file selected and Check out option checked, click the Get button. This will open the Check-Out dialog; from here you can enter a file check-out comment and specify if you want to retrieve a local copy and where to retrieve it to.
Note: It is also possible to perform a Get instead of a full check out. To perform a Get only, uncheck the check box labeled Check out. A Get will acquire a read-only copy of the file without performing a check-out (and thereby locking the file.) 8. In the Comment field, enter The lab told me to enter this
TIP: The To path is the Working Directory setting via FactoryTalk AssetCentre
9. Click OK to retrieve the file from FactoryTalk AssetCentre and open it RSLogix 5000.
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A check mark here indicates that the file is currently checked out
Remember that interacting with the FactoryTalk AssetCentre Client is not necessary at this point. Were only confirming that RSLogix 5000 not only acquired a version of the file, but also communicated this check-out with the FactoryTalk AssetCentre Client, even though we never directly interacted with the Client itself. 3. Cool stuff, Switch Back to RSLogix 5000 4. Also note, because we checked out the program file via RSLogix 5000, it also shows the program file is checked out via the icon in the RSLogix 5000 project tree.
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Note: Since we are using SoftLogix5800 controller, every time the computer reboots you will need to either upload or download to the controller. In our case we have chosen to Download. This is not normal behavior with a Hardware version of ControlLogix when the offline program matches the online program.
2. Click the Download button to the RSLogix 5000 message, and then Download again. 3. Once Download is complete, click Yes to put the controller back into Run mode. 4. Navigate to the MainRoutine in Tasks > Main Task > MainProgram.
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The above change was audited and captured in AssetCentre. We will review the audits in the next section. 7. Next we will delete Rung 1 to show RSLogix 5000 compare. Right mouse click Rung 1 and select Delete Rung.
9. Click Yes to the RSLogix 5000 message box. 10. Double Click on Controller Tags from the Project tree. 11. With the Edit Tags tab selected, Highlight the myCoil row, right mouse click and select Del to delete the controller tag myCoil.
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Logs
In this section you will look at FactoryTalk AssetCentre logs to view what kinds of messages are logged. Using the FactoryTalk AssetCentre Log Viewer you can review and search entries in three different logs, they are: Event Log: This log captures system events. Examples of system events are: a schedule initiates execution, a schedule completes execution, or a scheduled search executes. Diagnostic and Health Log: This log captures information published ONLY by the RSMACC Network Health product. RSMACC Network Health monitors DeviceNet, ControlNet, and Ethernet I/P networks listening for diagnostic messages sent by the control devices. When a message is received the system looks up the diagnostic code and determines possible root cause and corrective action steps, and publishes this information to this log. Audit Log: This log captures user actions taken within a software product that supports audit logging. Rockwell Automation software products that generate audit messages include: RSLogix 5, RSLogix 500, RSLogix5000, FactoryTalk View SE/ME and FactoryTalk AssetCentre. What exactly is an audit? An audit is an action generated by human interaction with the control system or control system software. Audits record actions resulting in a change to the control system and specify Who performed an explicit operation on a specific resource from a particular location and when the operation occurred. An audit log entry is generated for any user operation that creates, modifies, or deletes an electronic record (device configuration, tag value, alarm, recipe parameter, etc.) in the control system.
Capture audit messages such as: Data value changes (time, tag, instructors, etc.) Create, delete or changing of rungs Create, delete or changing or tags User log-in/out
Example of Rockwell Automation applications that produce audit messages are: RSLogix5, RSLogix500 and RSLogix5000 PanelView Plus FactoryTalk View Site Edition FactoryTalk AssetCentre And more . . .
The following information is recorded in each audit log entry: Logged date and time the date and time the entry is added to the database
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Performed date and time the date and time the operation was performed Resource the device name (typically a computer) where the operation was performed Username information documenting the user (typically the users FactoryTalk Security ID) Location the name of the resource the user was modifying. This might be a PLC name, project file, or workstation name depending on the operation being performed Message a textual entry describing the operation performed. Depending on the action being recorded the description may contain both the previous and new content of the specific item being modified. For example, when a tag value is changed in RSLogix 5000, both the old value and new value are contained in the message.
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This is the Log Viewer toolbar. The buttons perform the following tasks: Shows the user the content of the Event log Shows the user the content of the Audit log Shows the user the content of the Diagnostic and Health log Shows the results of a Quick Search Opens the Quick Search dialog Refreshes the current view, updating the view with the most current log entries from the currently viewed log. Prints the current log view
These are the column headings for the currently displayed log. You can click on the column heading to sort the information by the selected column. The logs are shown sorted by Occurred Time by default.
This pane shows the current log entries for the selected log view: Event, Audit, or Diagnostic and Health.
These are filtering fields. This allows you to quickly focus the log entries being displayed to those that are of interest to you at the time.
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2. Now you can spend a few minutes reviewing some of the Audit log entries. You should be able to find the audit messages the system automatically generated as you modified the ControlLogix Washer_CLX program. 3. To read the details for any audit entry, a) select the message in the upper pane, and then b) read the entry details in the bottom pane.
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Using Filters
Lets view the audit messages from RSLogix5000 that pertain to the controller named Washer_CLX in which you made some changes. 1. Move the mouse pointer until it is in the Resource column located in the Filter row.
The audit log view will automatically update to show only those messages where the Resource equals Washer_CLX 3. Now, lets apply a second filter to our view, this time we will filter on the myTimer Tag. Click the filter button in the Message column and select Contains.
4. With the Contains filter type set, type myTimer in the filter area, notice the as you type the view is dynamically updating!
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5. Select the Changed Data Value of Tag [ \myTimer.Pre ] from row. Notice our previous timer value change has been audited and you can see the old timer value and the new timer value.
6. To clear any previous filter for a particular column, click the Clear button on that column heading, or you can clear all filters by clicking the Clear button on the far left hand side of the view. Clear all filters by clicking this button
In the next section of the lab, we will view a predefined report, predefined reports are Searches.
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Searches
The Searches capabilities allow scheduled and on demand searches and can include traceability information from Audit, Events or Source Control. Scheduled reports can be e-mailed to a specific e-mail distribution list, or if run on demand (manually), can be printed or saved as an electronic file format of Microsoft Excel, Microsoft Word, Crystal Reports, Adobe Acrobat, or Rich Text Format. Easily create searches for: Weekly programming change reports for any Allen-Bradley controller Daily operator inputs from PanelView Plus (Ethernet) terminals Change history report for any electronic file and more . . .
In this section of the lab you will learn about FactoryTalk AssetCentres searching capability. FactoryTalk AssetCentre has two types of searches: scheduled and unscheduled. Scheduled searches are used for executing a search on a recurring basis. This kind of search is good for detecting specific conditions or user behaviors within the log data. For instance you can create a scheduled search to detect un-safe programming practices among your maintenance staff by searching the audit log for empty branches or forces made at the end of each shift. Unscheduled searches are used for ad hoc purposes like searching the audit log to determine if anyone has made a change in a control system that was working fine a few hours ago, but now is down and preventing production.
In this section we will be using a preconfigured search to view our RSLogix 5000 changes found in the audit log.
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This is a table of searches that exist in your FactoryTalk AssetCentre system. You can quickly and easily sort and filter the searches using the column headings and filter cells.
Use this pane to configure searches. The different tabs allow you to alter different aspects of the selected search.
Set security for the selected search. You can control access to the search, modification rights, and the ability to execute the search.
Use the Source and Display tab to configure which information to show and its presentation. The toolbar allows you to Move the selected column one position to the left Move the selected column one position to the right Show all columns Hide all columns
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These rows allow you to configure display options for the search results Show include the selected column Sort the selected column can be sorted in ascending or descending order or left unsorted
The Conditions tab is used to create the search conditions to extract the desired information from the system databases. Create a new search condition Modify the selected search condition Delete the selected search condition Start or end a group of conditions Join conditions Move the selected condition higher in the evaluation order Move the selected condition lower in the evaluation order
Use the Preview tab to evaluate whether or not your search will return the desired information
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You will notice that a new tab has appeared in the Workspace pane.
This tab contains the results of your search. From here you can print or save to a file.
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3. Navigate through the report (using ) find our myTimer change of 5000 to 1001. Note that there may be multiple pages to the report, depending on the days activity.
4. Lastly, navigate through the report to find our myCoil delete changes, remember we deleted a rung and deleted the myCoil Tag itself. Rung Delete
Tag Delete
5. Close the report view by clicking on the Close button. Click here to close the report.
6. With the Searches view now being displayed, select the View Checked out RSLogix5000 files
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Remember, we never checked in the Washer RSLoigx5000 program and therefore its being reported.
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Schedules
In this section you will manually run an existing Weekly disaster recovery schedule for the Washer CLX. This schedule will not only back up the contents of the controller, it will also report any differences between the current controller content and the master file version identified in the source control database.
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This is a table of schedules that exist in your FactoryTalk AssetCentre system. You can quickly and easily sort and filter the schedules using the column headings and filter cells.
This is a representation of the section of the plant model that the schedule will operate on. Using the checkboxes you can quickly disable or reenable an assets participation in a schedule.
This is the property sheet for the asset selected in the lefthand pane. Using these properties you can configure how the schedule operates on a particular asset. For example, you can configure compare options, or select a specific configuration file version using this property sheet.
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Note: The Recurrence Pattern dialog is grayed out (not editable), this is because the Schedule is Active. To edit the Schedule you must uncheck the Active property.
2. Click Close in the Scheduling toolbar to 3. Run the schedule manually. Click the Run Now button execute the schedule. The Status column should update to show a Running state for the schedule you created.
We have made a number of changes to the Washer CLX which will generate a differences report when this schedule executes. When the schedule completes the Status column will update to show the Waiting to Run state, indicating that the schedule is ready to run at its next scheduled time. You will be reviewing the results of the schedule during the next few minutes. You can also watch the progress of the schedule in the Assets in Weekly window.
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2. Lets filter the list by selecting RA Disaster Recovery Agent from the Source field
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3. Double-click the first Attachment Icon in the list. This will be difference report we just ran via the schedule. The following dialog will appear. Click the View button.
4. Page through and review the Scheduled Event Report. Note that the changes made while on online have not yet been checked into the archive, as the file is still open in RSLogix 5000. Thus, the changes will be reflected here.
5. Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window.
6. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre.
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2. With the Check-In dialog displayed, change the Local Copy option to Delete and enter a comment in the comment field like Changed a bunch of stuff.
3. Click OK. 4. Click Yes to the RSLogix 5000 prompt of Upload tag values before saving project. The file is checked in to FactoryTalk AssetCentre source control and the RSLogix 5000 project exits. 5. Exit RSLogix 5000
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6. Switch Back to FactoryTalk AssetCentre Archive tab, and note there is an additional version of the file, and the comment you entered is displayed with version:
Conclusion
You have successfully completed this lab. In this lab you have learned quite a bit on how to navigate the user interface and capabilities of FactoryTalk AssetCentre. You can see how this integrated solution empowers you with the information you need to operate, maintain, and refine your process system. For more training opportunities with FactoryTalk AssetCentre, please continue through the following lab appendices. Assets and intellectual property are the key components companies use to manufacture products and increase profit through productivity. Without the proper investments in both, the plant or process does not produce and production suffers. One of the most important things a company can do to maintain quality, and therefore their bottom line, is to protect their assets and intellectual property. In this lab, you saw how different FactoryTalk AssetCentre capabilities can be used to help protect your critical assets and intellectual property, and therefore your bottom line.
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Since PanelView Plus (and PanelView Plus CE) devices are based on a Windows CE operating system, it is not possible to install the FactoryTalk AssetCentre client on them to directly receive audit messages. Using FactoryTalk Diagnostics remote logging, however, it is possible to direct the PanelView Plus devices messages (both audits and events) to a remote FactoryTalk AssetCentre Client.
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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1. In the asset tree, expand the tree to AssetCentre / Files / ME / Runtime and select the Filler_PV.mer file. 2. Right-click on the Filler_PV.mer application and select Get.
3. Click Get writeable copy, then Click OK to get a local copy of the file.
This will retrieve a copy of the application and copy it to the local hard drive.
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2. Click Load Application 3. Select the Filler_PV.mer file located in the default C:\Documents and Settings\All Users\Documents\RSView Enterprise\ME\Runtime folder, Click Open.
4. Click Yes to the Replace Communications dialog 5. Click Yes to the Replace Local System Directory dialog. 6. Next, Click Run Application
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1. To make a simple numeric change, click on the Enter Setpoint numeric display
3. To move the newly Enter Setpoint to the Setpoint Actual numeric display, click the momentary push button Setpoint Set button.
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3. Move the mouse pointer until it is in the Source column located in the Filter row.
5. Here you can see each changes made to the tag values along with tag name
If a PanelView Plus was used instead of ME Station, the location would indicate the name of the PanelView Plus device (as opposed to the computer images name, as in this example.) Additionally, note that a username is captured. Since security is not configured in this FactoryTalk View ME application, the Default user (DEFAULT) is captured. However, were a user logged in, that users name would appear in the audit message.
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This completes the Receive PanelView Plus User Audits in FactoryTalk AssetCentre portion of the lab.
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In this section of the lab you will work with a new asset type called a Binder. Binders are a collection of files and folders that is treated as one unit. When checked out, the entire contents of a binder are retrieved and delivered to the local hard drive. Using binders you can: Manage a collection of files and/or folders as a single entity Set filters to include and/or exclude content Set a Key File, used to launch a specific program (i.e. PowerPoint) when issuing the open command
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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Each binder version can consist of different content and/or filter settings Filters View: displays the include and exclude filters settings of a specific binder version By default all is included.
2. Lets examine the binder properties. Right mouse click on the myBigPresentation binder via the tree view and select properties.
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The binder properties is diplayed 3. Notice that the Key File Relative Path property is set to \myBigPresentation.pptx. When the Open command is used on a binder, AssetCentre will attempt to open the key file (in this case, the myBigPresentation.pptx file.) This key file can be set during the binder creation, or when the binder is checked out.
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3. Expand out the Advanced filters selection by clicking the 4. Select the Thumbs.db file in the Content view 5. To exclude this file, click the add 6. Click OK to the Edit Filter dialog.
Advanced button
The Thumbs.db file is now excluded via the filter, meaning that this file will not be included next to the file when the binder is checked in to the archive. This is indicated by the name. 7. Click OK to close the Binder Properties dialog. Weve now successfully excluded a file from the binder.
2.
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3. With version 2 highlighted, Click on the Pics folder in the Contents view. Notice that there is no Thumbs.db file.
4. Next, click on the Filters tab, notice the Exclude Filters is set to \Pics\Thumbs.db.
Note: Multiple filters can be set, not just one! 5. Next, click version 1 of the myBigPresentation binder. Notice that this version, which is the original, has no exclude filter. Recall that all files were originally included.
6. Finally, with version 1 selected, click the Content tab, then Click on the Pics folder in the Contents view. Notice the Thumbs.db file is still in version 1. Since each version is maintained in the archive, youre able to rollback to a prior version if needed!
In this section of the lab, you will work with a new asset type called Remote Computers. Using Remote Computers, you can automatically back up and compare a collection of files and/or folders. The selection is backed up and archived leveraging the new Binder asset type. In this section, you will be configuring a Remote Computer asset for use with the new FactoryTalk AssetCentre capability, Disaster Recovery for Remote Computers. When completed, you will have configured an asset that accesses a network share directory, backs up the specified files within, compares against last known good versions, and checks the resulting binder into the archive (if needed.)
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
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After a few seconds, you should see a software interface that looks similar to this:
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2. Select Remote Computer and Click the Add opens the property sheet for a Remote Computer asset.
button. This
3. Name the Remote Computer NetWorkShare 4. Highlight the Addressing Info property and then click the button.
5. Click the Browse button for the UNC Path and navigate to the following, Click OK.
This is the shared folder on the remote computer that we will be backing up and comparing. Since the local computer is the only one available, the share is hosted locally. However, any network share can be accessed using the Remote Computer asset. 6. Enter labuser as for the Username. 7. Enter rockwell for the Password 8. To verify and test the connection, click the Connect button.
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9. Click OK to Accept the changes and to close the UNC Path dialog
Create a Binder
Next, we will specify what content it to be included or excluded from the backup and compare. Initially, it will include all files, folders and subfolders contained in the shared folder specified in the last directory. Use the binder filter properties to specify which files/folders will be included. 1. Highlight the Configuration Data property and click the button.
2. We are going to add a new binder to our Asset View; which will specify the content to be backed up from the NetWorkShare. Click the Add button.
3. Name the binder NetWorkShare. Note: you can name the binder what you like, there is no dependencies on naming conventions.
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5. Click the Expand All button, Your Add Binder dialog should now look like this:
6. Click the OK button. The NetWorkShare binder has just been created in archive, containing all files available in the shared folder. 7. Highlight NetWorkShare and click OK
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8. Lastly, Click the OK button to finalize your newly created Remote Computer and Binder asset types.
9. Click the button to expand out the NetWorkShare Remote Computer asset in the asset tree. As you can see, by default our new binder is created under the Remote Computer. 10. Click the Design button to Exit design mode.
2. Click the View By Asset Type, notice that our NetWorkShare Remote computer was automatically added to this schedule.
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This is because when the schedule was originally created, it was created at the highest level in the Asset View , this can been seen by viewing the Schedule Location property.
Note: you can create schedules at any level in the Asset View. The Scheduler will by default add any assets to that schedule which supports Disaster Recovery at or below that level. To remove an asset simply uncheck that asset. 3. For our lab purposes uncheck the Washer_CLX asset.
Make Changes
In this part of the lab, we are going to create some simple differences on the NetWorkShare folder. We will then run a Backup and Compare operation using our existing Schedule to back up and report these differences.
2. Note that because these files were checked into the FactoryTalk AssetCentre archive, they have been marked as Read Only on the local hard drive.
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3. Restore editing privileges to the myTextFile.txt file by right-clicking on it and selecting Properties. 4. Un-check Read Only and click OK.
5. Now Double Click on myTextFile.txt in the NetWorkShare directory make some simple changes, such as:
6. Click File > Save, then click File > Exit 7. Next, delete the Archive Screen Shot.png and Example of Security Dialog.png files
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8. Lastly, Highlight both the Scheduler Screen Shot.png and Screen Shot of Scheduler Wizard Step 2 of 3.png right mouse click, select copy
9. Move off of the 2 highlighted files, Right mouse click again, and select Paste.
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2. If not already configured, filter the list by selecting RA Disaster Recovery Agent from the Source field
Attachment Icon in the list. This will be difference report we just ran via the 3. Double-click the first schedule. The following dialog will appear. Click the View button.
5. Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window. 6. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre.
This completes the Disaster Recovery for Remote Computers portion of the lab.
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In this section of the lab, you will work with the Siemens S7 asset, which was introduced in version 4.0 of FactoryTalk AssetCentre. The S7 asset allows for all archive features, as well as Disaster Recovery Backup & Compare schedules. Note that no Siemens software is required to be installed for these features. This section of the lab will walk you through the process of adding a new Siemens S7 asset to the asset tree, configuring the address properties, and adding in an S7 project to associate with the asset. Since there is no S7 processor available for use with this lab, the addressing will be theoretical. With the asset added, youll configure a backup & compare schedule to run against it. Since there is no S7 processor available, the lab will then skip to reviewing a compare report that has been previously generated against the associated project.
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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1. Navigate to Plant Layout > Packaging Area > Filler in the Asset View, Click the Design mode button. The Asset View will update and look like this
This is the Asset Toolbar. Use the toolbar icons to build your plant model. Enter/ exit Design mode to modify the asset tree. Create a new container or asset in the asset tree Delete a container or asset from the asset tree Modify the selected container or asset security settings Modify the selected container or asset properties
This is the asset catalog. Use this catalog to populate the asset tree. A variety of devices and containers are available to you.
Note: The Siemens S5 Processor and Siemens S7 Processor assets were introduced in version 4.0 of FactoryTalk AssetCentre.
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2. Select Siemens S7 Processor and Click the Add This opens the property sheet for the asset.
button.
Backup Data vs Configuration Data Disaster Recovery for Siemens asset types introduces the concept of Backup Data versus the standard Configuration Data for most other asset types. Configuration Data refers to the development version of the project. Use this field to point to the version of the project that would be checked in/out for purposes of engineering work. Backup Data refers to the in-production version of the project. Use this field to point to the runtime version of the project that is downloaded and running in the processor. Note that this field can be automatically filled in after the first Disaster Recovery schedule is run, if no runtime version is available when the asset is created. A wizard is available that will allow the user to migrate a Backup Data (runtime) archive version directly into the Configuration Data (development) archive to allow for development.
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3. Start by defining the Addressing Info, which points at the processor network connection. Select the Addressing Info field and click the browse button.
4. This launches the Addressing Info window. Use this window to define the network connection information. Since we have no Siemens S7 processor available for use, well fill in mock connection information:
4a) Select TCP/IP using the drop-down menu.
4b) Enter the mock IP address of 10.10.10.12. 4c) Leave the default Rack and process slot numbers.
5. Click OK to continue 6. With the Addressing Info completed, define the Configuration Data (i.e., the development project for this asset.) Select Configuration Data and click the browse button.
7. The file selection screen will appear, prompting the user to select a Binder object. Click the Add button to add a new Binder to the asset tree.
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8. Name the binder S7Project. Note: you can name the binder what you like, there are no dependencies on naming conventions. 9. Click the Browse Files\Test Rack. Click OK. button for the Source Folder and navigate to C:\Lab
11. When complete, the Add Binder window will appear as above. Click OK to continue.
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12. The new binder will now be available to add to Configuration Data of the asset.
Siemens S7 Project Multiple Programs Note the additional Program fields specific to the S7 project binder.
FactoryTalk AssetCentre gives users the ability to manage a Siemens S7 project using a binder. Each S7 project can contain programs for multiple processors, all within one folder (binder) structure. Once the S7 project binder is added to the asset tree, the individual projects can be mapped to each S7 processor asset without adding new binders.
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13. Use the Program drop down to Select Testrack_00_06\Rack 400 (18)\CPU 416F-2\S7Programm(1).
14. Click the OK button to complete the addition of the S7 project binder. 15. The asset propeties will now be updated with the Configuration Data.
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button.
Note: It is not necessary to configure Backup Data during the asset creation. However, because this lab will also demonstrate how to replicate Backup Data to Configuration Data, and there is no Siemens S7 processor available for use, manually adding in the Backup Data is necessary. 17. The file selection screen will appear again, prompting the user to select a Binder object. Click the Add button to add a new Binder to the asset tree.
18. Name the binder S7ProjectBackup. 19. Click the Browse button for the Source Folder and navigate to C:\Lab Files\Test Rack_backup. Click OK. 20. Click OK and the Backup Data will be configured. 21. Click OK once more to save the properties and return to the FactoryTalk AssetCentre Client.
2. Select the Weekly schedule. Note that the schedule is created for the entire asset tree, meaning that the newly created Siemens S7 asset is automatically added to it.
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3. Notice the schedule details appear in the pane directly below. Click View by Asset Type to filter the view, then Click the Siemens S7 Processor.
Siemens S7 Disaster Recovery Options Backup Compare Partner: Runtime program to compare against. This is required for compare operations. Configuration Data Compare Partner: Design time program to compare against. This option is disabled by default. When enabled, the operation will compare the processors program against both the Backup program specified above, as well as the last known good Configuration Data version. Create New Backup Version: Offers the option of adding a new archive version every time the operation executes, or only when changes are found between the Backup versions. Note that it is not possible to automatically create a new archive version of the Configuration Data, as the file types are different and require special conversion. Block Options: Allows the user to adjust how the compare operates by excluding specific blocks within the program. Block compare options are viewed in the next step of this section. Compare Data Blocks by Length and Structure: Allows the user to adjust how the compare assesses the program. The default option is to compare by length and structure, which is the faster of the two options, and does not compare specific content. Setting this option to false will cause the compare operation to take longer, and will compare the specific content of the blocks in question.
button.
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Siemens S7 Block Compare Options Full Backup and Compare: By default, all blocks will be compared, and the entire program will be checked into the archive (if specified.) Full Backup, Compare will exclude the following blocks: A compare report will be generated, excluding the blocks specified in this dialog. If a new version of the program is to be checked into the archive, a full version will be checked in regardless of the block options specified. Backup and Compare both exclude the following blocks: This option specifies blocks for both the compare report, as well as the new archive version to exclude. This means that the project checked into archive will not include whatever blocks are configured to be excluded.
6. Leave the default configuration and Click OK to continue. 7. With no Siemens Processor to run a compare against, a sample compare report has been provided. Minimize the FactoryTalk AssetCentre client and open the Lab Files shortcut.
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4. Click Next 5. The block selection screen will be displayed. For the purposes of the lab, use the Select all option and click Next.
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6. Click next on the following screen, confirming the block choices. 7. Enter Promoted backup to master. In the comment field.
View files on disk link The View files on disk link will open Windows Explorer to the temporary folder holding the program to be copied over.
If the Siemens SIMATIC Manager is installed, the project can be verified at this time, prior to completing the promotion.
8. Click finish on the final screen to complete the transfer. 9. Open the Archive tab and select the S7Project binder. The new version will be shown in the details
This completes the Disaster Recovery for Siemens S7 Processors portion of the lab.
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In this section of the lab, you will learn how to configure File Associations in FactoryTalk AssetCentre for use with the application launcher utility. Configuring a file association will allow FactoryTalk AssetCentre to monitor the file when opened from the archive, and prompt the user to check the file back in when finished using it.
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
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After a few seconds, you should see a software interface that looks similar to this:
2. We are going to create a new File Association for Process Device Configuration (PDC) Field Edition. Click New and enter the following information:
Note: some applications lock the file (i.e. RSLogix5000) while editing and others do not (i.e. Notepad). For PDC Field Edition, select Process for the Monitor Type. AssetCentre will look at the application/process to determine when its appropriate to check in the file after editing. Whereas, for RSLogix5000, its appropriate to select File for its Monitor Type
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Stop! Ensure that the Process field has the full C:\Program Files\Rockwell Software\AssetCentre Client\RA.FTAC.PDC.Field.exe entered before moving on. 3. Click OK the exit the File Association dialog. 4. Click OK to Exit the Options dialog
3. Click Check out from the File Retrieval Options. 4. With the Get local copy selected, click OK to the Check Out dialog.
5. The PT10.PDC file is checked out of archive and launches with PDC Field Edition.
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7. The Check In dialog now displays. This is because we selected Monitor Type = Process, and since PDC Field Edition just ended, AssetCentre now wants to check the file in automatically. With Check in and delete the local copy selected, click OK.
Create shortcut
1. Navigate to the PT10.PDC file in AssetCentre
2. Right mouse click on the PT10.PDC file and select Create Shortcut.
This will create a shortcut for the PT10.PDC file on the desktop.
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Exercise shortcut
1. Lets verify the operation of the shortcut, double click on the PT10.PDC.alup shortcut located on your desktop.
Note: Shortcuts do not need to reside on your desktop, they can be placed anywhere on your hard drive. For an RSLogix5000 example:
2. Click OK to the Check Out dialog. 3. The PT10.PDC file is checked out of archive and launches PDC Field Edition automatically. This is the same behavior we observed by invoking the Open command within AssetCentre.
4. Close PDC Field Edition 5. The Check In dialog now displays, selected, click OK.
The PT10.PDC file is now checked in - Easy! This portion of the lab is now complete.
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In this section of the lab, you will be using FactoryTalk AssetCentre Process Device Configuration to add an Endress+Hauser Cerabar pressure transmitter to FactoryTalk AssetCentre, and then configure and monitor the device.
Introduction to FTD-DTM
FactoryTalk AssetCentre leverages FDT/ DTM technology for its Process Device Management. The following sections describe this open technology. Refer to www.fdtgroup.org for additional information.
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To configure the E+H Cerabar (pressure) device from the FactoryTalk AssetCentre client, the network topology would be represented as follows:
Each level of the topology representation corresponds to a DTM. DTMs are nested in an assembly to create an appropriate communication path from FactoryTalk AssetCentre client to device. The first DTM, RSLinx 1756 Bus, routes communications from the FactoryTalk AssetCentre client to the backplane of the ControlLogix 1756 Chassis. The second DTM, 1756-IF8H, routes communication from the backplane of the ControlLogix 1756 Chassis to the HART protocol. Lastly, the Cerabar DTM talks HART and is capable of configuring the Cerabar instrument. Thus, DTMs have two properties of interest: Required Protocol - Upstream Protocol Supported Protocol - Downstream Protocol In the DTM assembly above: RSLinx 1756 Bus DTM Has no Required (Upstream) Protocol and Has a Supported (Downstream) Protocol of 1756 bus 1756-IF8H DTM Has a required protocol of 1756 bus and a Supported protocol of HART Cerabar DTM Has a required protocol of HART and No supported protocol
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1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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DTM Catalog
The DTM catalog is used to view and manage the DTMs that are available in FactoryTalk AssetCentre. The DTM Catalog is stored on a FactoryTalk AssetCentre server.
Predefined filters allows you to quickly apply a filter to those specific DTMs
Customized filters allow you to filter the DTM Catalog base on one or more criteria i.e. Cerabar
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DTM View
In this section of the lab, you will be using FactoryTalk AssetCentre Process Device Configuration Field Edition to verify an Endress+Hauser Cerabar pressure transmitter configuration.
1. Navigate to the PT10.PDC file in the asset tree: under AssetCentre > Plant Layout > Packaging Area > Washer > PT10 > PT10.PDC, right mouse click and select Open.
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3. The Check Out dialog is displayed; click OK to check it out to the default working folder on your machine. PDC Field Edition will launch, and the PT10.PDC file will opened. The Field Edition Home page will now be displayed:
The following items are available from the Home page: Field Open Description Opens the device configuration data. Depending on Current Status (see below) the open command will either go to an Online or Offline state Will upload from the device and save to offline configuration data Will download offline configuration to the device Determines when the device is open to either go to an Online or Offline state. The current selection is shown Used primarily to determine the quality of the DTM selected, DTM Network configuration; including connectivity to the device itself
Upload Download Online / Offline (with Current Status) Device / Network diagnostics
Note: The file has been checked out to the C:\Documents and Settings\Labuser\Desktop\PDC Files\PT10 folder. If the archive tab is open, the State field will display this information for you and a check mark will appear next to the files icon, indicating that the file is currently checked out:
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When you are offline with the device, all changes and settings are stored locally in the DTM and are not sent to the device. When you later go online with the device you can transfer the parameter changes to the device by performing a parameter download. If online parameterization is performed when you are online with the device, all changes are transferred directly to the device.
Offline Parameterization
1. In the Label area, select QUICK SETUP:
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2. The DTM View display changes and shows the offline HART data for the device, the display should look like this:
5. You will now change the Upper Range Value, enter 10 for the parameter value of SET URV, hit Enter. The value to be written to the device will look like this:
6. To save your changes, click File from the menu and then Save. 7. Close PDC Field Edition application Note: If the Archive Auto Check-In appendix has been completed, then the auto check-in dialog will appear at this point and step 8 can be skipped.
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8. To persist the changes, you must check the file back into archive. With the Archive view open and the PT10.pdc file selected, click the Check In button.
9. Enter Changed Upper Range Value to 10 in the Comments field of the Check In dialog.
The Process Device Configuration at a Glance portion of the lab is now complete.
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In this section of the lab you will secure FactoryTalk AssetCentre assets and features.
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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After a few seconds you will see the FactoryTalk Administration Console
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3. Expand the Users and Groups, then expand Users then expand User Groups
4. With the User Groups folder selected, right mouse click and select New > User Group
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6. At this point, if we had a user already created that was appropriate, we could assign them to the Process Area, however we are going to create a new user called John. Select Show users only for the Filter Users, then click Create New and select User . . .
7. Enter John for the User Name, as well as for the password. Click OK to continue.
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9. John has been added to the Process Area group. If you like, repeat step 7 9 to create additional Process Area users. 10. Click OK to the new User Group dialog with our assigned Users
Next, we are going to create a new User Group called Packaging Area and create a new user call Bob to assign to this new group. 11. With the User Groups folder selected, right mouse click and select New > User Group
12. Enter Packaging Area for the Name, then click Add 13. Again, at this point, if we had a user already created that was appropriate, we could assign them to the Packaging Area, however we are going to create a new user called Bob. Select Show users only for the Filter Users and then click Create New and select User . . . 14. Enter Bob for the User Name, for the password and confirm enter password and then click OK.
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15. Select Bob in the list and then click OK 16. Bob has been added to the Packaging Area group. If you like, repeat step 12 16 to create additional Packaging Area users. 17. Click OK to the new User Group dialog with our assigned Users Our FactoryTalk Administration Console explorer should look similar to this (Next Page):
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4. Navigate to the Switch to Design Mode polices and click the Configure Security
button.
7. Again, Click the Add button 8. Select Process Area and click OK 9. Since we dont want the Packaging or Process Area groups to have the ability to Switch to Design mode click the Deny checkbox.
Click the Deny checkbox to prevent groups or user from entering Design mode
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10. Click OK to the Configure Securable Action dialog. 11. Click OK to the Feature Security Properties dialog. 12. Close the FactoryTalk Administration Console We will verify that the Design Mode is not available for either of these two groups in the Exercise Security Configuration section.
3. Next, click the Configure Security for the Selected Asset displayed:
button
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6. Expand out the Common Permissions, navigate to List Children. 7. Check the Deny for List Children AND Read permissions, click OK
This will prevent any user associated to the Process Area user group to view the Packaging Area contents. The Read permission is for Packaging Area folder itself, and the List Children is for any content within the Packaging Area 8. Click Yes to the Security Settings dialog.
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9. Next, navigate to the Process Area as this will be our other Area we are going to secure.
10. Next, click the Configure Security for the Selected Asset 11. Click the Add button
button.
12. Select the Packaging Area group and click OK. 13. With the Packaging Area group selected, Expand out the Common Permissions, navigate to List Children. 14. Check the Deny for List Children AND Read permissions, click OK
15. Click Yes to the Security Settings dialog. 16. Exit design mode by clicking the Design button.
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2. To Log back in, click File and then Log On 3. We will first log in as John our Process Area user. Enter John for the user name and password for password, and then click OK to Log In.
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4. The FactoryTalk AssetCentre client opens; notice that only the Process Area is available for John. In addition, notice that the Design Button is grayed, meaning that its not available.
5. To verify that Bob can only see the Packaging Area, Log off and Log back into AssetCentre as Bob. Click File and then Log Off. 6. Log In by clicking File and then Log In. 7. Enter Bob for the user name and password for password, and then click OK to Log In. 8. Notice that only the Packaging Area is available to Bob, and again, the design mode button is grayed.
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Through the course of normal operation, the Audit and Event logs of the FactoryTalk AssetCentre system can grow quite large. As a direct consequence, the MSSQL database size will also expand. Due to these considerations, it is possible for an administrator of the system to remove older log messages.
1. From the Start menu select Programs>Rockwell Software>FactoryTalk AssetCentre Client>FactoryTalk AssetCentre Client. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
After a few seconds, you should see a software interface that looks similar to this:
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2. Click Next to the Welcome Screen. 3. Select Audit Log as the Log we want to clean up or process, click Next. Note: Audit, Events and Diagnostics Log are treated separately. If you wanted to clean out the Event or Diagnostics, the Clean-up wizard would need to be run once per. 4. For the Log Date Criteria, Enter Yesterdays date. You can use the drop down to do this. Note: Its not possible to enter today or a future date. 5. With the Export to data file selected, change the File Name to myAudits.sdf and change the File Path to desktop
6. Click Next to advance to the Confirmation Screen 7. Click Start to being the process
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9. The Log Cleanup Wizard shows the before and after effects of processing, Click Finish to exit.
Note: some rows may remain; this is primarily due to the todays Audit messages still in the database. The numbers shown above may not match what youre seeing, as the dates will not match.
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This completes the Event and Audit Log Cleanup Utility portion of the lab.
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The following set of instructions is intended for use on system using Microsoft SQL Server 2008. Proper steps for manual backup and restoration of the AssetCentre database will be shown. A backup operation will essentially create a copy of the current database contents, and store them in a user-defined location, and a restore operation will create a database based on the contents of the backup file. It should be noted that this process can also be automated. During the backup of the FactoryTalk AssetCentre system, user access should be limited. While users can continue to query the system during the backup, it is not recommended to have any user activity occur during this time. Additionally, it is advisable to run the Database Cleanup Wizard from the FactoryTalk AssetCentre client prior to backing up the system to clean out any aged data that no longer needs to be retained (see online help in FactoryTalk AssetCentre client for this procedure.)
1. From the Start menu select Programs> Microsoft SQL Server 2008 > SQL Server Management Studio 2. Click Connect
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3. Once the Microsoft SQL Server 2008 Management Studio has connected to the database server, navigate to the AssetCentre database.
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11. The Back Up Database AssetCentre screen is displayed, Enter the following information Select AssetCentre database to backup
Name of backup
Backup Set Name: This will be the name of the database backup file. Backup set will expire: This will be a retention period for each backup performed. If the backup should never expire, leave this setting at the default of 0. Destination: The default destination for this backup is C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Backup\AssetCentre.bak. It is typically advisable to remove this location by selecting it, then click the Remove button. Click the Add button to select a user defined location and filename for the backup. For the sake of simplicity, the lab is pointing the backup file to the desktop.
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12. Note the Options from the tree on the left of the screen. In this example, all options are left at default.
13. Click OK to initiate the backup. 14. Upon successful completion of the backup, the following window will be displayed
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Name backup
3. Note the Options from the tree on the left of the screen. In this example, all options are left at default.
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5. Upon successful completion of the backup, the following window will be displayed, click OK.
The AssetCentre databases transaction logs have now been backed up successfully.
Scheduling Backups
Using the MSSQL Server Agent, it is possible to schedule backups of the AssetCentre database and transaction logs on a user defined schedule. Typically, an entire database backup is scheduled less often than the transaction log backup (e.g., the database might be backed up weekly, whereas the transaction logs are backed up daily.) Since the MSSQL Server Agent is performing the operation, its service must be running for scheduled activities to run correctly. It is recommended to set this service to automatic, such that the service will start on reboots without user intervention.
Note: The steps below assume a configuration of two separate maintenance plans: one for the transaction log and one for the database itself. It is possible to configure both in the same plan.
1. Ensure that the SQL Server Agent is started ( a green arrow is indicated next to the text if started.) This can be accomplished directly from the Microsoft SQL Server Management Studio, at the bottom of the navigation tree.
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Click Yes when prompted to start the service. 2. Once the SQL Server Agent is started, right-click on Management > Maintenance Plans and select Maintenance Plan Wizard.
3. Enter a name for the maintenance plan, and then click the Change button to schedule the plan.
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4. Use the following screen to configure the schedule for the operation, then click OK to continue
5. Click Next to progress past this screen now that the schedule is configured 6. Select Back Up Database (Full) to configure this maintenance task to backup the database itself. Click Next to continue.
7. Click Next
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8. Select the AssetCentre database from the drop down menu and click OK.
Note: A preferred location would be a separate hard drive from the one on which the database resides (thus saving the backup location if the databases hard drive fails.)
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13. Once the success of the operation is reported, click Close. A database backup has now been scheduled.
Note: If a maintenance plan for the transaction log is also desired, simply follow these steps again and select Back Up Database (Transaction Log) instead of Back Up Database (Full).
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3. Stop the World Wide Web Publishing service in the same way.
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4. On the SQL Server, open up the SQL Server Management Studio and right-click on Databases, then select Restore Database
5. In the To database field, enter the name AssetCentre, then select the From Device radio button and click the corresponding browse button.
Browse to the backup file and select it, then press OK to continue. Note: The default file browse filter is looking for .bak extensions. Toggle the filter to All Files to find the FTAC backup file.
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6. The backup list below the browse button will populate. In the steps specified in the manual backup sections above, all defaults were selected, which means that each backup appends to the existing backups and puts both the database and transaction log in the same file. Since that is the case, all checkboxes should be checked in the Restore column, corresponding to each database and transaction log backup. Press OK to continue.
Note: If different options are selected, such as overwriting on each backup, then there will not be as many rows to select from. Additionally, if no transaction logs were backed up, there will only be one checkbox available, corresponding to the AssetCentre database itself. It is also possible to perform restores of just the transaction log or database, depending on the checkbox selections. These steps show the process for restoring both at the same time. In the scheduled backup examples, the database and transaction log were backed up to separate files (.bak and .trn). These would need to be restored separately as well, as opposed to having both files in the same restore list as shown here.
7. Click OK, SQL will now restore the AssetCentre database. 8. Start the World Wide Web Publishing service. 9. Start the FactoryTalk AssetCentre Server service. This completes the Backup and Restore FactoryTalk AssetCentre portion of the lab.
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After a few seconds, you should see a software interface that looks similar to this:
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In this section of the lab we are going to leverage the PT100 pressure transmitter previously configured extending FactoryTalk AssetCentre to manage the calibration of this device electronically. We will do this by linking the device to FactoryTalk AssetCentre Calibration Management capability, setting up additional calibration management specific data, perform a mock calibration, and finally view a report using one of the standard reporting templates.
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Calibration button form the menu tool bar. The following screen is
Note: The Calibration Master Data is synchronized with the ProCalV5 calibration data. ProCalV5 contains the master data.
Open Instrument record or perform a New Calibration in ProCalV5 Create a new ProCalV5 device (System, Loop, Instrument, Equipment or Test Instrument) Refresh Calibration Data Sort by Alphabetical Sort by Groups
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ProCalV5 Data
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View ProCalV5
1. Select the PT10 instrument from the FactoryTalk AssetCentre Tree View, right mouse click to open the sub menu, click ProCalV5 > Open. 2. ProCalV5 has a reminders dialog that by default displays every time ProCalV5 launches. Click the Expand All button to view all reminders
ProCalV5 comes equipped with a reminder system, whereby overdue calibrations, work items and alerts will appear on the Reminders screen. There are many different types of reminders that may appear in this screen ranging from Late Calibrations to Un-finalized Maintenance Results.
4. We could initiate a new calibration for this device realizing it is past due, however, for our lab purposes we will press on and simply close out of this dialog; click the this dialog. button to close
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5. The following is ProCalV5 client - This is the main screen you will work from when you are using ProCalV5. An overview of this screens sections is provided. Menu Bar File: When the HOME SCREEN is displayed the file menu provides you with the ability to log off ProCal, change password and change to a different user, or exit the system entirely. Record Menu provides you with access to the main screens that also may be assessedaccessed through the Records Toolbar Tools menu provides links to screens where you can use functions such as Advance Queries, Print Work Orders, Item Comparison Screen, User Defined Variables, Labels, Lists, Required Fields, Add Company and View Acknowledge Notifications. Reports & Lists menu provides you with access to all areas of the programs Reporting System, including all standard reports and the REPORT MAINTENANCE SCREEN, which is used to add new reports to the system
Record Toolbar provides you with access to the mains screens that also may be accessed through the Records menu. Company Record Instrument Record Loop Record Equipment Record System Record Test Instrument Record Calibrations Planned Maintenance Maintenance Request Work Orders Task Document Records Compliance Records
Work Area When you invoke any of the screens by clicking the appropriate menu or toolbar item, it will be displayed in this area
button to exit ProCalv5 if it is still open - FactoryTalk AssetCentre should now have
Note: ProCalV5 could be left open, but for the sake of simplicity and to avoid confusion, were closing out of the program and re-opening it a different way in the next section.
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button to close the reminder screen. This will open the Master 2. Click the Hide Instrument Record for PT10 in ProCalV5. The master instrument record is used to display and modify the device Master Instrument Records (MIR). The MIR is used to enter all of the instruments information that will remain constant, such as model number and serial number. The MIR that is entered will be the basis for creating calibration records for those instruments. For the purposes of this lab we will only go through the General and Calibration Tabs.
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Instrument Report
1. Click the Report Preview button to see the standard Instrumentation Report.
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3. Set focus back to FactoryTalk AssetCentre, with PT10 selected and the Calibration View open, click the Calibration Points tab and review the data presented. Remember, calibration information is sourced from ProCalV5, so any changes make in ProCalV5 are automatically reflected in FactoryTalk AssetCentre.
4. Note: The Test Points property has multiple data values associated with it. Click the Test Points property and click the browse button to view this data.
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The next portion of the lab walks through how to enter a calibration into FactoryTalk AssetCentre. Only one section should be chosen, depending upon your station configuration.
If your station has a hardware configuration including a Fluke hand held calibrator, proceed with the following section (Section 1.)
If you are not working at a station with a Fluke handheld calibrator, proceed to Section 2, where you will enter information from a mock calibration.
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2.
Connect the serial cable to the Fluke 744 Documenting Process Calibrator
Download to Calibrator
3. From the Start menu select Programs>ProCalV5 >ProCalV5 Field Calibrator Utility. You can also double-click the FactoryTalk AssetCentre Client icon on the desktop:
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4. Log in the application using the following information User ID: AF2010-L11-PAx\labuser Password: rockwell
5. Click OK
After a few seconds, you will see a software interface that looks similar to this:
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6. With the Instruments Tab selected, select Check List and select PI100-0001 from the left hand pane.
Note: Several options are available to select instruments of interest for download. We could have used a custom query, by calibration due dates, configuration, etc. For our lab purposes, weve chosen to look at all the instruments in the system and manually select the one we are working with, PI100-0001.
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7.
The hand held calibrator has I/O block options that have to be configured; these options specify units of measures. These I/O blocks have been pre-configured for you. To view these blocks, click File > Signal Type Options.
8. 9.
Click Close The hand held can also be configured to use internal or external power to power up the instrument to be calibrated. This needs to be specified, this is done in the field calibrator options tab. To set this Click File > Utility Options/Defaults from the drop-down menu.
10. Click Save 11. Download the procedure to the hand held. Click the Initiate download is started. 12. Click Yes to the Warning Download button. The
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14. Once the download is complete, you can disconnect the download serial cable at this time.
If you see an error message, such as the one shown below, verify that the 9-pin serial cable is firmly connected to both the Fluke and the PC. You may also need to verify that the serial port on the PC is properly re-directed to the lab Virtual Machine.
Note: Do not close the application. We will use it to perform an upload when calibration is complete
The follow pages provide step-by-step instructions for preparing the PI100 for calibration as shown in the
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image above.
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Using the quick disconnect, connect the PI100 instrument, hand pump and pressure sensor as follows. Be sure the connections are tight to ensure accurate calibration results:
PI100 Instrument
Pressure sensor
Hand Pump
1. Next, using the quick electrical disconnect, disconnect the wires from PT100 to the terminal blocks, and connect the Fluke 744 test leads to these wires, connect Red test lead to the red wire and connect Black test lead to the black wire. Next connect the HART Communication from the Fluke 744 to the instrument. It should look similar to the following:
These leads provide loop power from the Fluke to the Instrument. You can connect either lead to either wire, the Fluke will auto detect for power.
These lead reads measured data from the Instrument (4 20mA). Be sure to follow the color coding: Red Lead to Red Instrument Wire Black Lead to Black Instrument Wire
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3. Connect the serial cable from the PC to the Fluke 744 and your setup should now look like the image below:
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2. Verify HART configuration Pressure variable will not match your readout.
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3. Press HART again, Use the down arrow to select measure mA, Source PSI, then press the enter key
Vent
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Course Adjust
Fine Adjust
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6. Review Tag and serial number information and User (ID), press Continue
Note: The tag in the image may be different from what you see on your screen. The image tag reads PT100, but your device may read PI100.
7. Select Adjust
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8. Select Pressure Zero Trim, Press Enter, Acknowledge Warning Note: Do NOT select Done at this time press the Enter button to continue instead.
9. Vent pump to atmosphere (Completely open valve) and Press continue to zero pressure transmitter offset value.
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11. Press Fetch then Send softkeys to adjust the 4.0 mA output, Press Continue softkey
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15. Press Clear/Zero to re-zero pressure module (vent pump first) then Press continue
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16. Apply 0 psi (vented open) Press Fetch and Trim to adjust the LRV, press Continue for next point
17. Apply 10 psi, Press Fetch and Trim to adjust the URV, Press Done when complete, Press Done once more to go to the As Left test
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2. Select manual test and Apply 0 psi, accept first calibration point
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button
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6. Click Authorize
7. You will be prompted that the Upload has completed. Click OK to the Field Calibrator Utility 8. Click Yes to the Confirm Dialog
9. Click Exit
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6. Close the Calibration window. 7. Close ProCalV5 to set focus back to FactoryTalk AssetCentre. 8. Click the Refresh button to update the Calibration View. Calibration History is now a Tab in the view. Click the Calibration History Tab. 9. Click Calibration History properties to view the calibration pass/fail results.
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New Calibration
1. In FactoryTalk AssetCentre, click the PT10 calibration button and select New Calibration.
2. ProCalV5 has focus and displays the Calibration Information Tab. These screens (Tabs) are used to add, display, modify, and delete results of a device calibration. 3. Select Scheduled for Calibration Type 4. Select John DMico for Who Calibrated
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TIP: It is not necessary to fill in all empty fields in the Calibration Tabs, however you must enter an Instrument ID, the Calibration Date and the Result of either a Pass, Fail or Incomplete to save a new record
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4. Next, click the Test Instruments Tab and select FIELD_CALIBRATOR and click the
button.
NOTE: Specifying a test instrument used in the calibration procedure is useful for reporting purposes. If the test instrument itself was out of calibration for a period of time, a report can be run to find out what instruments were calibrated with the out of calibration test instrument, only re-calibrating the instruments effected saving time and money!
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5. Click the Notes Tab and Add a New Note per below:
button.
Notice the Entered by, date, last modified data, next calibration data, etc. has been updated.
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4. Close the Report Preview 5. Close the Calibration window. 6. Close the Master Instrument Record 7. Lets run a Traceability report on the FIELD_CALIBRATOR that we used during the calibration procedure. Select from the file menu, Reports > Test Instrument > Test Instrument Reverse Traceability. 8. Select FIELD_CALIBRATOR for the Test Instrument ID 9. For the Start and End Date enter todays date TIP: Use the built in short cut keys
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11. Close the report preview. 12. Close ProCalV5 to set focus back to FactoryTalk AssetCentre. 13. Click the Refresh button to update the Calibration View. Calibration History is now a Tab in the view. Click the Calibration History Tab. 14. Click Calibration History properties to view the calibration pass/fail results.
Close the Calibration History List. You have completed this appendix!
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Notes
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