Rockwell Automation FactoryTalk View Site Edition Users Guide User Manual

Viewsiteedition

USER’S GUIDE

ViewSiteEdition

PUBLICATION VIEWSE-UM006I-EN-E–August 2014

Supersedes Publication VIEWSE-UM006H-EN-E

Table of contents

Document Outline

Contents
Getting started with FactoryTalk View SE
- Welcome to FactoryTalk View Site Edition
- About FactoryTalk systems
  - FactoryTalk Services Platform
  - Finding more information about FactoryTalk services
- FactoryTalk View Site Edition software
  - FactoryTalk View SE features
- Quick start: setting up the software you need
- Exploring the Samples Water application
- Creating a new FactoryTalk View SE application
Exploring FactoryTalk View Studio
- About FactoryTalk View Studio
  - About FactoryTalk Security permissions
- Opening an application in FactoryTalk View Studio
  - Resolving access problems to the HMI Projects folder
  - Opening the Samples Water application
- Parts of the FactoryTalk View Studio main window
- Working in the Explorer window
- Techniques for working in editors
- Printing from FactoryTalk View SE
  - Selecting a printer
  - Printing at run time
Planning an application
- Understanding the process you are automating
- Planning the network layout
  - Choosing a Windows domain or workgroup
  - Determining which computers you’ll need
- Planning communications
  - Determining how to access data
- Monitoring and controlling alarms
- Deciding when to use HMI tags
  - Designing the HMI tag database
- Designing a dependable control system
  - Planning how to secure the system
  - Planning to use built-in system availability features
- Setting up the run-time application
- Designing a system that is easy to deploy and maintain
  - Designing the application for multiple users
- Integrating with other applications and customizing the system
Setting up the FactoryTalk Directory
- About FactoryTalk Directory
- Specifying the location of the FactoryTalk Directory server
  - Setting up FactoryTalk Directory for local station applications
- What happens if the Network Directory server is unavailable
  - Monitoring the Network Directory status
Setting up security
- About FactoryTalk Security services
  - About the FactoryTalk Directory
  - Finding more information about FactoryTalk Security
- Gaining initial access to a FactoryTalk system
- Logging users on to and off from FactoryTalk View SE
- Deciding how to secure a FactoryTalk View SE application
  - Securing FactoryTalk View SE applications at run time
  - Securing FactoryTalk system resources
- Setting up FactoryTalk accounts in FactoryTalk View SE
- Setting up run-time security for HMI project components
- Other ways to control run-time access to an application
  - Lock operators into the run-time environment
  - Use the signature button to control user actions
- About FactoryTalk Security accounts
  - About the All Users account
  - Specifying which users can set up security
- Choosing the types of accounts to use
  - Creating group accounts
- Setting up user and computer accounts
  - Creating computer accounts for network applications
- Setting up system-wide policies
- Setting up security for FactoryTalk system resources
- Understanding inherited permissions
  - Breaking the chain of inheritance
  - Using explicit permissions to override inheritance
- Performing secured tasks in FactoryTalk View SE
  - Example – Using the Common actions to set up security for user groups in a FactoryTalk View SE network distributed application
Working with network distributed applications
- About FactoryTalk View Site Edition network distributed applications
- Key network distributed application concepts
- Creating network distributed applications
- Adding areas and servers to a network distributed application
- Setting up HMI server properties
- Monitoring the status of an HMI server
- Deleting HMI servers
  - Deleting HMI server project files
- Renaming and deleting network distributed applications
  - Backing up and restoring network distributed applications
Working with network station applications
- About FactoryTalk View Site Edition network station applications
- Key network station application concepts
- Creating network station applications
- Adding areas and servers to a network station application
- Setting up HMI server properties
  - Starting and stopping HMI server components manually
- Monitoring the status of an HMI server
- Deleting HMI servers
  - Deleting HMI server project files
- Renaming and deleting network station applications
  - Backing up and restoring network station applications
- Determing where the application is located
Working with local station applications
- About FactoryTalk View SE local station applications
- Key local station application concepts
- Creating local station applications
  - Importing a project into a new application
- Adding servers to a local station application
  - Adding a Tag Alarm and Event Server
- Setting up HMI server properties
  - Selecting startup and shutdown components
- Monitoring the status of an HMI server
- Renaming, deleting, and copying local station applications
  - About backing up and restoring local station applications
Setting up communications
- About data servers
  - Using multiple data servers in an application
- Setting up communications in FactoryTalk View SE
  - About FactoryTalk Security permissions
- Adding RSLinx Enterprise data servers to an application
- Setting up communications for RSLinx Enterprise
  - About the Primary and Secondary tabs
- Adding OPC data servers to an application
Working with tags
- About data server tags and HMI tags
  - Using direct referencing to eliminate duplication
  - Using the extended capabilities of HMI tags
- Using tag data in a FactoryTalk View SE application
- About tag references
- Parts of the Tag Browser
- Searching for and selecting tags
- Browsing for offline tags
- Working with HMI tags
  - HMI tag types
  - Data sources for HMI tags
- Organizing HMI tags
- Parts of the Tags editor
- Creating, modifying, and deleting HMI tags
- Selecting a data source for an HMI tag
  - Getting HMI tag data from a device
  - Getting HMI tag data from memory
- Creating HMI tags without using the Tags editor
- Defining alarm conditions for HMI tags
  - Modifying HMI tag and alarm properties at run time
Setting up HMI tag alarms
- About HMI tag alarms
  - HMI tag alarm features
  - About FactoryTalk Alarms and Events
- Key HMI tag alarms concepts
- Summary of steps for setting up HMI tag alarms
- Setting up general HMI tag alarm behavior
- Setting up alarm conditions for HMI tags
- About FactoryTalk View SE alarm events
- Setting up HMI tag alarm logging
- Viewing HMI tag alarm log files
  - Alarm log file names
    - Example: HMI tag alarm log file name
  - Adding remarks to the alarm log file at run time
- Suppressing alarm logging
  - Suppressing alarm printing
- Creating an HMI tag alarm summary
- Using tag placeholders to specify alarm information sources
  - Examples: Using tag placeholders to specify areas and tags
- Running commands or custom programs for selected alarms
  - Using the Execute button to run commands or programs
    - Example: Using AlarmLogRemark with the Execute button
  - Using the Identify button to run commands or programs
- Starting and stopping HMI tag alarm monitoring
  - Ways to start HMI tag alarm monitoring
  - Ways to stop HMI tag alarm monitoring
Setting up FactoryTalk alarms
- About FactoryTalk Alarms and Events
- Key FactoryTalk Alarms and Events concepts
- Summary of basic steps for setting up FactoryTalk alarms
- Setting up system-wide alarm and event policies
  - Securing access to FactoryTalk alarm information
- Working with Rockwell Automation Device Servers
  - Setting up support for FactoryTalk Alarms and Events
  - Specifying a device-based alarm source
- Working with Tag Alarm and Event Servers
  - Setting up alarm priorities and history logging
- Setting up FactoryTalk tag-based alarms
- Setting up alarm and event history logging
  - Defining an alarm and event log database
  - Enabling alarm and event history logging
- Setting up alarm and event displays
- Using an alarm summary to monitor and respond to alarms
- Viewing alarm and event history logs
  - The parts of an alarm and event log viewer
- Using tags to interact with alarms or obtain their status
  - Example: Using alarm tags to acknowledge an alarm
- Using FactoryTalk alarm functions in expressions
- Importing and exporting alarms
  - About import and export formats
Setting up language switching
- About language switching
- Text strings you can view in different languages at run time
  - Text strings you cannot view in different languages
- Summary of steps for setting up language switching
  - About FactoryTalk Security permissions
- Setting up font support for Windows languages
  - Enabling font support for additional Windows languages
- Selecting a language for a new FactoryTalk View application
  - About the current application language
- Adding languages to an application
- Setting up a default application language
  - Showing undefined text strings in the default language
- Exporting application text strings
  - Troubleshooting export problems
  - Export file formats
- Working with text strings exported to an Excel spreadsheet
- Working with strings exported to a Unicode text file
- Importing translated or modified text strings
  - Troubleshooting import problems
- Setting up run-time language switching
  - Using the Language command to switch languages
- Support for multiple languages in the graphic libraries
  - Language support in new graphic libraries
  - Using the graphic libraries in a multi-language application
Setting up FactoryTalk system availability
- FactoryTalk features that maximize system availability
  - Finding more information about system availability
- Monitoring the status of application servers
- Monitoring the status of the Network Directory server
  - What happens if the Network Directory server is unavailable
- Redundancy as part of a system availability strategy
- Setting up a redundant HMI server pair
- Determining the Active HMI server in a redundant pair
- Switching the Active and Standby servers manually
  - About FactoryTalk Security permissions
- What happens when the primary HMI server fails
- Modifying HMI tag and alarm properties at run time
  - Modifying HMI tag properties
  - Modifying HMI tag alarm properties
    - Example: Modifying HMI tag alarms in a redundant HMI server pair
- Managing HMI data in an online redundant system
- Monitoring network client and server connections
  - About network glitches
Logging system activity
- About FactoryTalk Diagnostics
  - Summary of steps for setting up Diagnostics
  - Finding more information about FactoryTalk Diagnostics
- Key FactoryTalk Diagnostics concepts
- Setting up FactoryTalk Diagnostics in FactoryTalk View
  - Setting up message routing
  - Logging to a central database
- Tracking system events in the Diagnostics List
  - Working with the Diagnostics List
  - Viewing messages in the Diagnostics List
- Viewing FactoryTalk Diagnostics logs
Creating graphic displays
- About graphic displays
  - Importing and exporting graphic display XML files
  - About global object displays
- Parts of the Graphics editor
  - Viewing display contents in the Object Explorer
  - Viewing object properties in the Property Panel
- Techniques for working in graphic displays
- Techniques for working with graphic objects
- Testing graphic displays
  - Testing the appearance of objects in different states
- Creating and working with global object displays
- Adding controller instruction faceplates to an application
  - Working with faceplates in the Graphics editor
- Using objects from the graphic libraries
  - Location of library files
- Importing graphic files from third-party applications
  - Using bitmaps in a FactoryTalk View application
  - When to use a bitmap
- Using the Image Browser to import images
  - To open the Image Browser, use one of these methods
- Using placeholders to specify tag values
- Setting up tag placeholders for global objects
  - Defining tag placeholders for use in reference objects
    - Example: Assigning different values to the same placeholder in two global reference objects
  - Modifying global objects that use tag placeholders
- Setting up the appearance and behavior of a graphic display
- Docking displays to the FactoryTalk View SE Client window
- Printing displays at run time
Creating graphic objects
- Types of graphic objects in FactoryTalk View SE
  - About global objects
- Setting up the properties of graphic objects
  - Setting up properties common to all objects
- Creating the different types of drawing objects
  - Drawing a rectangle or square
  - Drawing a rounded rectangle
  - Drawing a polyline or polygon
  - Drawing an ellipse or circle
  - Drawing an arc or wedge
  - Changing the properties of drawing objects
  - Creating text objects
  - Creating a panel
- Adding images into graphic displays
  - Placing images in graphic displays
  - Adding images to an application
  - Importing images into graphic displays
  - Pasting images into graphic displays
- Techniques for working with objects that use data
  - Specifying tag names
  - Determining which objects have input focus
  - Using the keyboard to select objects that can take focus
  - Removing objects from the tab sequence
- Creating the different types of push buttons
  - Creating button push buttons
  - Creating momentary push buttons
  - Creating maintained push buttons
  - Creating latched push buttons
  - Creating multistate push buttons
  - About the run-time error state
  - Creating interlocked push buttons
  - Creating ramp push buttons
  - Creating navigation push buttons
- Creating the different types of data display and input objects
  - Using input objects to retrieve and send data
  - Shortcut keys for retrieving and sending data
  - FactoryTalk View commands for retrieving and sending data
  - Parts of the on-screen keyboard
  - Creating numeric and string display objects
  - Creating numeric and string input objects
- Creating the different types of indicators
  - Setting up states for indicators
  - Setting up connections for indicators
  - Creating multistate indicators
  - Creating symbols
  - Creating list indicators
- Creating the different types of gauges and graphs
  - Using gauges to show limits
  - Using graphs to compare values
  - Creating gauges
  - Creating bar graphs
  - Creating scales
- Using key objects to simulate keyboard functions
  - Creating the different types of key objects
  - Using the same set of keys with different graphic objects
- Creating the different types of advanced objects
  - Creating arrows
  - Creating tag labels
  - Creating time and date displays
  - Creating display list selectors
- Providing operator instructions in local message displays
  - Setting up local messages
  - Creating local message displays
    - Example: Setting up local messages
- Creating and restoring recipes
  - Creating a recipe object
  - Restoring and saving recipe values at run time
    - Example: Creating a recipe file at run time
- Creating control list selectors
  - Selecting states in a control list selector
  - Using keys to scroll the list
  - Setting the Value tag
  - Creating control list selectors
- Creating piloted control list selectors
  - Selecting states in a piloted control list selector
  - Using keys to scroll the list
  - Setting the Value tag
  - Creating piloted control selectors
  - Specifying the text and value for each state
  - Setting up connections for a piloted control list selector
- Creating the Alarm and Event objects
- Creating global objects
  - Creating reference objects
  - Using placeholders to specify values for global objects
  - Adding global objects into the graphic libraries
- Setting up the link properties of reference objects
  - LinkAnimation
  - LinkConnections
  - LinkSize
  - LinkToolTipText
  - LinkBaseObject
  - Link properties of grouped reference objects
  - Breaking links between reference and base objects
- Working with OLE objects
  - Creating OLE objects
  - Converting OLE objects
- Working with ActiveX objects
  - Attributes of ActiveX objects
  - Creating ActiveX objects
  - Setting up ActiveX objects to interact with FactoryTalk View
  - Setting up tools in the ActiveX toolbox
  - Deploying ActiveX components automatically at run time
- Working with Symbol Factory
  - To open Symbol Factory:
  - To select a graphic:
  - Manipulating the graphic:
- Using electronic signatures to authorize run-time changes
  - Securing tag writes, commands, and downloads
  - Creating signature buttons
  - Securing objects in graphic displays
  - Tracking changes using FactoryTalk Diagnostics
Animating graphic objects
- About animation in FactoryTalk View
- Setting up animation for FactoryTalk View graphic objects
- Creating effects using the different types of animation
- Using index numbers to navigate to objects in a display
- Associating objects and displays with keys
- Animating ActiveX objects
Setting up navigation
- Designing a display hierarchy for an application
- Setting up ways to move among displays
- Setting up keys to run FactoryTalk View commands
- About navigation buttons
Creating expressions
- About expressions
  - Where you can use expressions in FactoryTalk View SE
- Working in the Expression editor
- Using tag names and tag placeholders in expressions
  - Specifying the area with a tag name
  - Using tag placeholders to specify tag values
- Using constants in expressions
- Using operators to modify values in expressions
- Using built-in functions in expressions
- Using if -then-else logic in expressions
  - Nested if - then - else
    - Example 1: Nested if - then- else
    - Example 2: Nested if – then – else
Creating embedded variables
- About embedded variables
- Inserting embedded variables
- Creating numeric embedded variables
  - Example: Numeric embedded variable using a tag
  - Example: Numeric embedded variable using a literal number
- Creating string embedded variables
  - Example: String embedded variable using a tag
  - Example: String embedded variable using a literal string
- Creating time and date embedded variables
  - Example: Time and date embedded variable
- How embedded variables are shown at run time
- How embedded variables are updated at run time
Setting up data logging
- About data logging
  - Gathering tag data in data log models
- Data log storage formats
  - Example: Parts of a data log long file name
  - ODBC database storage format and schemas
- Creating data log models
- Logging data to ODBC data sources
- Creating new files at run time
  - Using the DataLogNewFile command
- Switching log paths at run time
- Logging on demand
  - Using the DataLogSnapshot command
    - Example: Creating an event for on-demand logging
  - Combining logging
- Modifying existing data log models
  - Changing log paths
  - Making run-time changes without modifying the model
- Starting and stopping data logging
  - Ways to start data logging
  - Ways to stop data logging
Setting up trends
- About trends
  - Charting current versus historical data
- Creating trend objects
- The parts of a trend
- Trend chart styles
- Choosing trend colors, fonts, lines, and legends
- Using shading to compare pens
- Using overlays to compare real-time and historical data
  - Setting up snapshots and overlays
- Using trend templates
- Working with trends at run time
Adding logic and control
- About logic and control
- Creating and using derived tags
- Setting up FactoryTalk View SE events
- Creating and using macros
- Creating client keys
  - Running client key components
FactoryTalk View commands
- Using commands in a FactoryTalk View SE application
- Using absolute and relative references
  - How relative references are resolved
- Creating symbols
- Running and building commands
Setting up DDE communications for HMI tags
- Overview of DDE communications
- Setting up an HMI server as a DDE client
- Scanning for new tag values
Using the SE Client object model and display code
- Customizing applications using VBA with FactoryTalk View
- Parts of the VBA integrated development environment
- FactoryTalk View SE Client object model
  - Viewing the objects
- Finding information about FactoryTalk View SE Client objects
- Finding information about VBA
Importing and exporting XML files
- About XML
- Exporting graphics data to an XML file
- Modifying exported XML files
  - Saving XML files in Notepad
  - Testing XML files
- Importing XML files
  - Error log file
  - Importing graphic display XML files
- Graphic display XML file structure
Index