FactoryTalk AssetCentre Basic Operation to Advanced Configuration

Transcription

FactoryTalk AssetCentre Basic
Operation to Advanced Configuration
For Classroom Use Only!
Important User Information
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a learning aid when using Rockwell Automation approved demonstration hardware, software and firmware. The Documentation
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•
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•
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FactoryTalk AssetCentre Basic Operation to
Advanced Configuration
Contents
Before you begin ............................................................................................................................. 8 About this lab .................................................................................................................................................................................... 8 Basic Section .................................................................................................................................................................................... 8 Advanced Section ............................................................................................................................................................................. 9 Software ............................................................................................................................................................................................ 9 Lab files............................................................................................................................................................................................. 9 Classroom setup ......................................................................................................................................... 10 Virtual Machines and lab domains .................................................................................................................................................. 10 User and Passwords ....................................................................................................................................................................... 10 Document conventions ................................................................................................................................................................... 11 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 ................................................................................................................................. 17 Disaster Recovery ....................................................................................................................................... 18 Download Master File ..................................................................................................................................................................... 18 Undo Check-Out Master File .......................................................................................................................................................... 19 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 3 of 209
Logs............................................................................................................................................................. 28 Start the Logs plug-in ...................................................................................................................................................................... 29 Select Audit Log View ..................................................................................................................................................................... 30 Using Filters .................................................................................................................................................................................... 31 Searches ..................................................................................................................................................... 33 Start the Search plug-in .................................................................................................................................................................. 33 Search Interface Walk-through ....................................................................................................................................................... 34 View the report ................................................................................................................................................................................ 36 Schedules.................................................................................................................................................... 39 Start Scheduling plug-in .................................................................................................................................................................. 39 Scheduler Interface Walk-through .................................................................................................................................................. 40 Execute the schedule...................................................................................................................................................................... 41 Examine schedule results ............................................................................................................................................................... 42 Check-in RSLogix 5000 File (housekeeping).............................................................................................. 44 What’s new in v4.10 of FactoryTalk AssetCentre? ..................................................................................... 45 ControlLogix Change Detect Introduction ....................................................................................................................................... 45 ControlLogix Change Detect – Configure Asset ............................................................................................................................. 46 ControlLogix Change Detect – Configure Schedule ....................................................................................................................... 49 ControlLogix Change Detect – Review Change Log ...................................................................................................................... 52 Archive to Archive Compare ........................................................................................................................................................... 55 Archive to Archive Compare – Archive Only ................................................................................................................................... 55 Archive to Archive Compare – Archive to Windows........................................................................................................................ 58 Archive to Archive Compare – Folder/Binder Compare .................................................................................................................. 60 Archive to Archive Compare - Options............................................................................................................................................ 62 RSLogix 5000 Constant Compare .................................................................................................................................................. 64 Conclusion .................................................................................................................................................. 64
Appendix 1: Receive PanelView Plus User Audits in FactoryTalk AssetCentre ....................... 65 Launching FactoryTalk AssetCentre ............................................................................................................................................... 65 Checking out a FactoryTalk View ME Station Application .............................................................................................................. 66 Machine Edition (ME) Station ......................................................................................................................................................... 67 Examining a PanelView Plus (ME Station) audits........................................................................................................................... 68 AssetCentre Audit Log View ........................................................................................................................................................... 69 Review how to Configure Station audits ......................................................................................................................................... 70
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Appendix 2: Configure Custom Audit Messages Using FactoryTalk View SE ........................... 71 LogDiagnosticsMessage Function .................................................................................................................................................. 71 Open FactoryTalk View SE Application .......................................................................................................................................... 72 Create and Edit a New FactoryTalk View SE Display..................................................................................................................... 73 Test Custom Messaging ................................................................................................................................................................. 75
Appendix 3: Using Binders .......................................................................................................... 77 Launching FactoryTalk AssetCentre ............................................................................................................................................... 77 Binder and Archive View Walk-through .......................................................................................................................................... 78 Open the Binder .............................................................................................................................................................................. 79 Change filter contents ..................................................................................................................................................................... 80 Check In the Binder ........................................................................................................................................................................ 80
Appendix 4: Disaster Recovery for Remote Computers ............................................................. 82 Launching FactoryTalk AssetCentre ............................................................................................................................................... 82 Create a Remote Computer ............................................................................................................................................................ 83 Create a Binder ............................................................................................................................................................................... 85 Verify existing Schedule.................................................................................................................................................................. 87 Make Changes ................................................................................................................................................................................ 88 Execute the Schedule ..................................................................................................................................................................... 91
Appendix 5: Remote Computer Disaster Recovery with FactoryTalk View SE ......................... 94 Configuring the HMI Backup and Restore Utility............................................................................................................................. 94 Configure a Windows Scheduled Task ........................................................................................................................................... 96 Test Scheduled Task and Share Back up Location ........................................................................................................................ 99 Configure Remote Computer Asset .............................................................................................................................................. 101 Configure Binder Asset ................................................................................................................................................................. 104 Configure Remote Computer Disaster Recovery Schedule.......................................................................................................... 105
Appendix 6: Disaster Recovery for Siemens S7 Processors .................................................... 107 Launching FactoryTalk AssetCentre ............................................................................................................................................. 107 Create a Siemens S7 Asset .......................................................................................................................................................... 108 View Siemens S7 Disaster Recovery Options and Compare Report ........................................................................................... 114 Move Backup Data to Configuration Data..................................................................................................................................... 118
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Appendix 7: Archive Auto Check-In & Desktop Shortcuts ....................................................... 121 Launching FactoryTalk AssetCentre ............................................................................................................................................. 121 Create and Configure for Auto Check-in ....................................................................................................................................... 122 Exercise auto check-in .................................................................................................................................................................. 123 Using Desktop Shortcuts for Archive Files.................................................................................................................................... 125 Create shortcut ............................................................................................................................................................................. 125 Exercise shortcut .......................................................................................................................................................................... 126
Appendix 8: Process Device Configuration at a Glance ........................................................... 127 Introduction to FTD-DTM .............................................................................................................................................................. 127 What is Field Device Tool (FDT)? ................................................................................................................................................. 127 Here’s how it works ....................................................................................................................................................................... 127 DTM’s and Network Topology....................................................................................................................................................... 128 Launching FactoryTalk AssetCentre ............................................................................................................................................. 129 DTM Catalog ................................................................................................................................................................................. 130 DTM View ..................................................................................................................................................................................... 131 Offline Parameterization ............................................................................................................................................................... 133
Appendix 9: Securing FactoryTalk AssetCentre ....................................................................... 136 Launching FactoryTalk AssetCentre ............................................................................................................................................. 136 Creating new Users and Groups................................................................................................................................................... 137 Securing AssetCentre functions (Design Mode) ........................................................................................................................... 141 Securing the FactoryTalk AssetCentre Asset Tree ....................................................................................................................... 143 Exercise Security Configuration .................................................................................................................................................... 146
Appendix 10: FactoryTalk AssetCentre - Event & Audit Log Cleanup Utility ........................... 148 Launching FactoryTalk AssetCentre ............................................................................................................................................. 148 Create and Purge Log data........................................................................................................................................................... 149 View Purge Log data..................................................................................................................................................................... 151
Appendix 11: Backup and Restore FactoryTalk AssetCentre .................................................. 152 AssetCentre Database Backup ..................................................................................................................................................... 152 AssetCentre Database Transaction Logs Backup ........................................................................................................................ 156 Scheduling Backups ..................................................................................................................................................................... 157 Restoring FactoryTalk AssetCentre in Microsoft SQL Server 2008 .............................................................................................. 162
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Appendix 12: FactoryTalk AssetCentre Instrument Management ........................................... 167 What is Calibration Management? ................................................................................................................................................ 167 FactoryTalk AssetCentre Calibration Management Walk-through ................................................................................................ 167 View Calibration Data in FactoryTalk AssetCentre ....................................................................................................................... 169 View ProCalV5 .............................................................................................................................................................................. 170 Master Instrument Record (MIR) .................................................................................................................................................. 172 Calibration Points Tab................................................................................................................................................................... 173 Instrument Report ......................................................................................................................................................................... 174 Section 1: Perform a Calibration using a Hand Held Calibrator............................................................... 177 Prepare the Hand Held Calibrator................................................................................................................................................. 177 Download to Calibrator ................................................................................................................................................................. 177 Preparing Cerabar Instrument for Calibration ............................................................................................................................... 181 Prepare Fluke 744 Hand Held Calibrator ...................................................................................................................................... 184 Select Calibration Task ................................................................................................................................................................. 186 Calibrate As Found Instrument Values ......................................................................................................................................... 187 Calibrate As Left Instrument Values ............................................................................................................................................. 195 Upload Completed Calibration from Fluke 744 Calibrator ............................................................................................................ 199 Verify Calibration in FactoryTalk AssetCentre Calibration Management ...................................................................................... 201 Reconnect the Instrument to Lab Kit............................................................................................................................................. 202 Section 2: Perform a Mock Calibration on Pressure Transmitter Instrument .......................................... 203 New Calibration............................................................................................................................................................................. 203 Enter Calibration Results .............................................................................................................................................................. 204 View Calibration Results ............................................................................................................................................................... 206 7 of 209
Before you begin
About this lab
Welcome to the Hands-On Lab for FactoryTalk AssetCentre Basic Operation to Advanced Configuration. This lab has two main
sections: Basic and Advanced, with the latter comprised of a series of stand-alone appendices.
If you have minimal to no exposure to FactoryTalk AssetCentre, then the basic section of the lab is for you. The basic section
provides you with an opportunity to explore FactoryTalk AssetCentre Core and Extended features. Core features include version
control for factory floor assets like ControlLogix, PLC5, SLC500, Panel View Plus, Drives, etc. Extended features include
Disaster Recovery for these devices. If you complete the Basic section, please feel free to move into the advanced section.
If you have previously had exposure to FactoryTalk AssetCentre, then the advanced section would be a more appropriate place
to start. Be sure to check out the What’s New section of the Basic section first, though. If you complete the advanced section,
please feel free to review the basic section.
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, you’ll 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

Investigate the new features in FactoryTalk AssetCentre v4.10
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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 Custom Audit Messages Using FactoryTalk View SE

Configure Binders

Use Disaster Recovery for Remote Computers

Use Disaster Recovery to Back Up a FactoryTalk View SE HMI Server

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 2008 Server SP2 Standard

FactoryTalk AssetCentre v4.1

RSLogix 5000 v20

FactoryTalk View Studio and FactoryTalk View ME v6.1

SoftLogix v20

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.
Virtual Machines and lab domains
The virtual machine is setup as follows:
Machine description
Machine name
Operating system
FactoryTalk AssetCentre System
FTAC-DEMO12
Windows Server 2008 SP2
FactoryTalk AssetCentre does not require a domain; this lab is conducted in a Windows workgroup named WORKGROUP.
User and Passwords
Following are the Windows user logins and passwords that may be used in the lab:
Login
Password
Full user name
Group / user type
administrator
rockwell
System Administrator
Windows Administrator
FactoryTalk Administrators
Labuser
rockwell
System Administrator
Windows Administrator
FactoryTalk Administrators
FactoryTalk Security’s 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:
Indicates:
Words shown in bold italics (e.g.,
RSLogix 5000 or OK)
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.
Words shown in bold italics,
enclosed in single quotes (e.g.,
'Controller1')
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
LT 100
T K 100
L T2 00
T K 200
L T 300
T K 30 0
P T 100
T T 100
T T 200
T T30 0
V 101
V 201
V 30 1
F T 100
P 1 00
B a tch T a n ks
V 500
V 600
M an ua l A dd
W T100
A T 600
A T 500
LT 600
LT 500
B T K 50 0
B T K 60 0
T T 600
T T 500
V 501
V 601
H o ld in g T a n ks
V 800
V 900
LT 800
H T K 800
V 80 1
P 600
LT 9 00
H T K 900
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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Introduction to FactoryTalk AssetCentre
FactoryTalk AssetCentre Server
FactoryTalk® AssetCentre provides you with a centralized
tool for securing, managing, versioning, tracking and reporting
automation related asset information across your entire
enterprise. And perhaps more importantly, it can do this
automatically, with limited additional management oversight or
work from employees.
FactoryTalk AssetCentre can impact uptime, productivity,
quality, employee safety or regulatory compliance. Whatever
your area of concern, FactoryTalk AssetCentre and its
flexible, scalable solution can help you and your organization
meet your asset uptime goals. FactoryTalk AssetCentre
provides you with a centralized tool for gathering, analyzing,
managing and securing automation assets across your entire organization. Perhaps more importantly, it can do this
automatically, with limited additional management oversight or work from employees.
With FactoryTalk AssetCentre, you can:

Secure access to the system

Track detailed users’ actions

Manage historical versioning of any electronic file

Provide automatic backup and compare operations on supported devices

Configure process instrumentation

Manage instrumentation calibration schedules and certificates
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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Launching FactoryTalk AssetCentre
In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.
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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FactoryTalk AssetCentre Interface Walk-through
This is the FactoryTalk AssetCentre client. It is used to both administer and configure the system, and manage assets on the
plant floor.
This toolbar is used to start
FactoryTalk AssetCentre capabilities.
– opens the asset view
– opens the source control
function
– opens the log viewer, allowing
users to review the content of the
event, audit and diagnostics logs
– opens the schedule
management and configuration
function
– opens the search
management and configuration
function
– opens the selected asset’s
property grid
This is the Asset
View. It contains the
asset tree, a free-form
plant model created by
the system
administrator that
represents the
organization of a plant
and the physical
control assets located
in the plant.
Users interact with this
plant model to check
asset configurations in
and out of the system,
view audit logs, or
manage disaster
recovery schedules.
– opens the application help
- opens the DTM Home
Page. Functions such as Upload,
Download, Online, etc. are available
from this page
- opens the Calibration
management functions
This is the Workspace Pane.
FactoryTalk AssetCentre capabilities
are opened here for user interaction.
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Archive Interface Walk-through
This is the Archive plug-in interface when a file asset is selected in the plant model.
This is the Archive plug-in toolbar. The buttons perform the following tasks:
Writes the selected file or folder to local working folder with read-write access and
locks the selection to prevent multiple user editing
Reads the local working folder and update the source control repository creating new
versions as needed
Returns the selection to an un-checked out state and unlocks the selection
Writes the selected file or folder to the local working folder with read-only access
Creates a logical reference to a versioned set of selected files or folders
Removes a logical reference to a versioned set of files or folders
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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Check-out Master File
1.
In the asset tree, expand to AssetCentre → Files → RSLogix 5000 → Projects and select the Filler_CLX.ACD file.
2.
in the AssetCentre toolbar to open the AssetCentre source control module. It should
Click the Archive button
open and show information about the Filler CLX.ACD file:
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:
TIP: You can also do a file Open
by clicking on the Filler
CLX.ACD file icon in the
Archive view
4.
Click Check Out to check the file out for editing and open it in RSLogix5000.
5.
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 file’s icon, indicating that the file is currently checked out:
RSLogix5000 is launched and the Filler_CLX.ACD file is opened.
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A check mark here indicates that
the file is currently checked out
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 Check-out 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.
Download Master File
Now that the source .ACD file has been checked out of FactoryTalk AssetCentre, it is possible to use it to program the
ControlLogix processor. In this section you will go online and download the project to the controller.
1.
In RSLogix 5000, click Communications from the file menu, and select Download
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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Undo Check-Out Master File
Now that the Master file (project) has been downloaded to the Filler CLX, the Checked-out file needs to be addressed by either a
Check-In or an Undo Checkout. If you’re sure no changes have been made, then it is possible to select Undo-Checkout. This
option will cancel the checked-out status of the file, allowing it to be checked-out again by other users, but will not create a new
version entry in FactoryTalk AssetCentre. It’s important to note that FactoryTalk Security can be used to restrict users from
performing an undo check-out, thereby forcing a check-in for all checked-out files.
If there has been a change, you should perform a Check-In. This option will still make the file available to other users, but will
create a new version entry in FactoryTalk AssetCentre for the new file. For our lab purposes we know there was no change,
therefore we’ll perform an Undo Check-out and remove the local copy.
1.
Close RSLogix5000
Since we want to perform an Undo Check Out click Cancel to the check in dialog.
Note: FactoryTalk AssetCentre prompts for an automatic check-in because we used the Open
command, which automatically checked out and opened the file in context of the application.
The Open command also wants to automatically check in the file when we exit the application.
If we had performed a Check out vs. Open we would not be getting this prompt.
2.
Click the Undo Check Out button to undo the checked out file.
Click Undo Check Out button to undo
the checked out file
3.
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.
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4.
Enter a comment like “File checked for download purposes only” in the Comment field and click OK.
The file Checked Out status is now removed from the FactoryTalk AssetCentre source control and no additional version has
been created.
5.
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.
Note: Checking the file out of FactoryTalk AssetCentre moves the file from the AssetCentre
database to the local hard drive of the client computer.
Change back to Version-related activities before moving on.
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Archive (Change Control)
In this portion of the lab you will interact with the FactoryTalk AssetCentre system to perform a Check-out on the Master file, go
online with the controller to make a change, and lastly perform a check-In. This change is in response to operations wanting a
decrease on a delay timer.
Check-out Master File via RSLogix 5000
For this portion of the lab, we’ll look at a new, different way to check-out the file. To begin working with the file, we’ll need to get
access to it from the FactoryTalk AssetCentre archive. FactoryTalk AssetCentre check-in, check-out and get functions are now
integrated into RSLogix 5000 V17 and higher, which means we can gain access to the file directly from RSLogix 5000 without
using the FactoryTalk AssetCentre client.
1.
Launch RSLogix5000, from the Start menu select Programs → Rockwell Software → RSLogix 5000 Enterprise Series
→ RSLogix 5000. You can also find the shortcut on the Desktop.
2.
In RSLogix 5000 click the File menu and select Open.
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3.
With the Open/Import Project dialog click the Source Control
4. Before navigating to the file, use the security control (
‘rockwell’ (leave Domain blank.)
option located on the left.
) button to login with a Username of ‘labuser’ and a Password of
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.
We’ll need to navigate to our Washer_CLX.ACD file of interest. Navigate to the following: AssetCentre \ Files \
RSLogix5000 \ Projects
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6.
Select the Washer_CLX.ACD file and, 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: Because the Check out box is checked, the file will be checked out of the AssetCentre
archive despite the button being labeled “Get.”
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.)
7.
In the Comment field, enter “The lab told me to enter this”
TIP:
The “To” path is the Working
Directory setting via
FactoryTalk AssetCentre
8.
Click OK to retrieve the file from FactoryTalk AssetCentre and open it RSLogix 5000.
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Verify the file is checked-out in FactoryTalk AssetCentre
1.
Switch back to FactoryTalk AssetCentre, in the asset tree, expand the tree to AssetCentre → Files → RSLogix 5000 →
Projects
2.
With the Archive tab open, 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 file’s icon, indicating that the file is currently checked out:
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. We’re 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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Make Online Changes
In this section you will go online with the controller and make a simple change. You will then review your changes via RSLogix
Compare and via Factory Talk AssetCentre Audits.
1.
In RSLogix 5000, click the Controller Status
drop down selector and select Go Online:
Note:
Since we are using a 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 Tasks → Main Task → MainProgram.
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5.
Double Click MainRoutine to open the view editor
6.
Click on the Preset value 5000 and change it to 1001.
The above change was audited and captured in AssetCentre. We will review the audits in the next section.
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7.
Next we will delete Rung 1 to show RSLogix 5000 compare. Right mouse click Rung 1 and select Delete Rung.
8.
Click the Finalize Edits
9.
Click Yes to the RSLogix 5000 message box.
button to commit the change.
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.
12. Click the save
button in RSLogix 5000
13. Click Yes to acknowledge the RSLogix 5000 message.
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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
And more . . .
RSLogix5000 itself produces over 150 audit messages!
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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

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 user’s 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.
Start the Logs plug-in
1.
In the AssetCentre client, To start the Logs plug-in, click the Logs
workspace pane.
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button. The Logs plug-in will open in the
Log Viewer interface walk-through
This is the Log Viewer toolbar. The buttons perform the following tasks:
These are the column headings for the
currently displayed log. You can click on
Shows the user the content of the Event log
the column heading to sort the
Shows the user the content of the Audit log
information by the selected column. The
Shows the user the content of the Diagnostic
logsand
areHealth
shownlog
sorted by Occurred Time
Shows the results of a Quick Search
by default.
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 filtering fields. This
allows you to quickly focus the log
entries being displayed to those
that are of interest to you at the
time.
This pane shows the current log
entries for the selected log view:
Event, Audit, or Diagnostic and
Health.
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Select Audit Log View
1.
By default the log viewer displays the Event log. Click the Audit Log
button to view the Audit log.
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.
Click on an entry
in this pane…
and read the entry
details in this
pane.
Using Filters
Let’s 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.
Move the mouse pointer
to this position
2. Click the drop-down button
in the Resource column and Washer_CLX.
The audit log view will automatically update to show only those messages where the Resource equals “Washer_CLX”
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3.
Now, let’s apply a second filter to our view, this time we will filter on the myTimer Tag. Click the filter
Message column and select Contains.
4.
With the “Contains” filter type set, type myTimer in the filter area, noticing that as you type the view is dynamically updating!
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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button in the
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 AssetCentre’s 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 unsafe 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.
Start the Search plug-in
1.
Switch back to the FactoryTalk AssetCentre client, if it doesn’t already have focus.
2.
To start the Search plug-in, click the Searches toolbar
pane:
button. The Search plug-in will open in the workspace
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Search Interface Walk-through
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
Determine how many
records to show in the
search results.
Move the selected
column one position to
the right
Show all columns
Hide all columns
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Display the search results as
a table, or as individual
records.
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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View the report
1.
Select the View Today’s RSLogix5000 Changes.
2.
Click on the Run Now button
in the Search toolbar to manually start the search.
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 day’s 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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7.
Click on the Run Now button
in the Search toolbar to manually start the search.
Remember, we never checked in the Washer RSLoigx5000 program and therefore it’s being reported.
Close the report view by clicking on the Close button.
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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.
Start Scheduling plug-in
1.
To start the Scheduling plug-in, click the Schedules
workspace pane.
button. The Scheduling plug-in will open in the
2.
Select View by Asset Type to show all assets by device
3.
The view should now look similar to this:
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Scheduler Interface Walk-through
This is the Scheduling toolbar. Using the toolbar icons you can
create and manage your schedules.
Create a new schedule
Delete a schedule
Modify the selected schedule’s properties
Execute a schedule immediately.
Stop a scheduled search’s execution
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 asset’s
participation in a
schedule.
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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.
Execute the schedule
1.
To see the Timing Properties for this schedule click the timing property
following is displayed:
and then click
, the
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
3. Run the schedule manually. Click the Run Now button
in the Scheduling toolbar to execute the schedule.
The Status column should update to show a Running state for the schedule you created.
Note: 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 if the schedule is enabled, 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.
The schedule will take approximately 4 minutes to complete.
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Examine schedule results
1.
When the schedule has completed, click the Logs button
in the toolbar and toggle to the Event Log.
2. Let’s filter the list by selecting RA Disaster Recovery Agent from the Source field
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3.
Double-click the first
4.
Click the View button.
Attachment Icon in the list. This will be difference report we just ran via the schedule.
Click View to open the
attachment.
5.
Page through and review the Scheduled Event Report. Note that the changes made to the controller while 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.
6.
Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window.
7. Click the Close button to close the Attachment dialog in FactoryTalk AssetCentre.
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Check-in RSLogix 5000 File (housekeeping)
We no longer need our RSLogix 5000 open and we can go ahead and check in our changes in FactoryTalk AssetCentre archive.
1.
Click the File menu option in RSLogix5000 and go to Source Control and select Check-In.
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.
7. Select the Projects folder and click on the Washer_CLX.ACD file.
8. Note there is an additional version of the file, and the comment you entered is displayed with version:
The new version of the file
is now stored in source
control
What’s new in v4.10 of FactoryTalk AssetCentre?
In this section, you will explore the new features of v4.10 of FactoryTalk AssetCentre. The two main features, ControlLogix
Change Detect and Archive to Archive comparison, will be covered in detail.
ControlLogix Change Detect Introduction
New in FactoryTalk AssetCentre v4.1 is the ability for FactoryTalk AssetCentre to monitor a v20 or higher ControlLogix asset for
any changes in real-time. If a change is detected, AssetCentre will monitor for any additional changes for a user specified
amount of time, then generate a report including all changes during this period.
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ControlLogix Change Detect – Configure Asset
This portion of the lab will walk through how to configure a ControlLogix asset for a Change Detect schedule.
1.
From the FactoryTalk AssetCentre client, click the Design button to enter design mode.
2.
In the asset tree, navigate to AssetCentre → Plant Layout → Packaging Area → Filler. Double-click on Filler_CLX to
open the asset’s properties.
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3.
Notice the new Change Detect Capable property is blank, and the current asset version is v19.11.
Note: The Change Detect Capable property is currently blank because this asset was created
using an older version of FactoryTalk AssetCentre and has not been updated to reflect the v20
upgrade of the ControlLogix controller.
The property is new to version 4.10, and is dependent upon the ability of FactoryTalk
AssetCentre to detect a CCUID value in the ControlLogix asset. The property is read-only,
and is set automatically when FactoryTalk AssetCentre scans the device.
4.
To update the asset’s properties, click the Addressing Info field and use the browse button
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.
5.
Navigate to AB_VBP-1 → 02 and click Select.
6.
Notice that the asset’s version has been updated, and the Change Detect Capable property is now set to True.
Note: The Change Detect property determines whether or not a ControlLogix asset is capable
of having Change Detect schedules performed upon it.
7.
Click OK to close the properties.
8.
Click the Design button again to exit design mode.
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ControlLogix Change Detect – Configure Schedule
This portion of the lab will walk through how to configure a Change Detect schedule.
view.
1.
Open the Schedules
2.
Ensure that the Filler_CLX asset is still selected, and click New to create a new schedule.
Note: For the sake of simplicity, this schedule is being created to service only the Filler_CLX
asset. Had a position higher in the asset tree been selected, more assets would’ve been
included in the schedule.
3.
Name the new schedule Filler_CLX Change Detect.
4.
From the drop down menu, select Device Manager - Change Detect and click the Next button.
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5.
Note the Change Detect schedule properties. Leave these at default settings, and click Next.
Change Detect Schedule Properties
Controller Idle
This property adjusts how long the schedule should continue monitoring an asset when no
changes are occurring.
For example: Leaving the default of 10 minutes, if the keyswitch is turned from Remote Run to
Program, and nothing more happens for 10 minutes, the schedule will finish and post its
results. If another change is made inside of 10 minutes, the Controller Idle timeout will reset
and the schedule will continue until the controller has been idle for a full 10 minutes.
Maximum Runtime
If the controller continues to have changes occurring past the maximum runtime, the schedule
will complete and post its results. Because changes are still occurring, a new schedule will
activate and continue monitoring the controller, losing no changes between schedules.
6.
Each asset within a Change Detect schedule has one new property to take note of: Copy Controller Log to Audit Log.
Copy Controller Log to Audit Log
This property determines whether FactoryTalk AssetCentre will publish any controller changes
to the Audit Log. Of course, changes made online while using RSLogix 5000 are already
posted as audits. However, changes captured by a Change Detect schedule can extend
further, such as keyswitch position changing.
By default, a Change Detect schedule will record all changes and then generate a PDF report
at the end of the schedule. Changing this property to true will allow real-time audits to be
logged in the Audit Log as well.
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7.
Click Finished.
8.
The Change Detect schedule will now be added to the list of schedules to run. Note the Status column, which shows how
many of the total schedule controllers are currently being monitored.
9.
Because the SoftLogix device does not support monitoring, disable the schedule before moving on.
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ControlLogix Change Detect – Review Change Log
This portion of the lab will view previously generated Change Detect reports and controller logs pushed to the Audit Log. In this
particular lab, it will not be possible to run a Change Detect schedule in real time because the SoftLogix controllers in use do not
support the feature.
1.
Open the Event Log
2.
Use the Message Filter to enter “Change Detect” which will sort to the previously run change detect schedule.
3.
Double-click on the Attachment Icon (
) and select View to open the change log.
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4.
The change log will open:
5.
When finished browsing, Close the change log, and close the attachment window
6.
Open the Audit Log
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7.
Use the Source Filter to select Logix5000 Controller
8.
The audits generated during the sample change detect schedule will be displayed:
Notice that the “Logged at” and “Occurred at” times are significantly different. “Logged at”
represents the time that AssetCentre captured the message. “Occurred at” represents the time
the event occurred in the controller. Because the controller’s timestamp is not synched with
AssetCentre’s, the message appears to be logged at two different times.
Important: By default, the Audit view is sorted by “Occurred Time.” This means that if audits
come in for a controller whose time is not synched with AssetCentre’s, the default view may not
display the audits, even though the messages are still logged to the database.
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Archive to Archive Compare
Also new in FactoryTalk AssetCentre v4.1 is the ability for the FactoryTalk AssetCentre client to compare different files or
versions of the same file from within the archive itself, without requiring a check-out. File comparison is not limited to just the
archive; a file from archive can also be compared to one on the desktop, or two files that are not part of the FactoryTalk
AssetCentre database can be compared to each other.
Archive to Archive Compare – Archive Only
This portion of the lab will walk through performing a comparison using only files that are checked into the FactoryTalk
AssetCentre archive.
1.
From the FactoryTalk AssetCentre Client, navigate to AssetCentre → RSLogix 5000 → Projects → Filler.ACD and open
the Archive.
2.
Right-click on Version 7 and click Select Left File for RA Compare
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3.
Right-click on Version 6 and click RA Compare to…
Note: The name of the file chosen first will be dynamically filled in here. If “Select Left File for
RA Compare” is chosen again, it will replace the first file chosen.
4.
A window will appear indicating that the compare is in progress.
5.
When the compare is complete, click OK to display the RSLogix 5000 compare report.
6.
The RSLogix 5000 Compare Tool will now open.
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7.
Scroll through the Base and Compare project areas to determine where the differences were found.
8.
To view one of the differences, click Tasks, then double-click on TempRout.
9.
When finished examining the compare report, close the tool and click No to cancel the save operation.
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Archive to Archive Compare – Archive to Windows
This portion of the lab will walk through performing a comparison using one file checked into the FactoryTalk AssetCentre
archive and another that exists only on the operating system. While the process is largely the same, it’s important to understand
that the Compare is not limited solely to FactoryTalk AssetCentre.
1.
From the FactoryTalk AssetCentre Client, navigate to AssetCentre → RSLogix 5000 → Projects → Filler.ACD and open
the Archive.
2.
Right-click on Version 7 and click Select Left File for RA Compare
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3.
Navigate to C:\RSLogix 5000\Projects in Windows Explorer.
A BAK file has been left behind from the Filler_CLX.ACD download. Right-Click on it and click RA Compare to…
Note: Even though these are two different file names, they can still be compared. Depending
upon the compare engine in use, the filenames or even the file extensions can be different.
4.
A window will appear indicating that the compare is in progress.
5.
When the compare is complete, click OK to display the RSLogix 5000 compare report.
6.
As expected, the compare report shows no differences found, meaning that this BAK file could be safely removed.
7.
Close the tool and click No to cancel the save operation.
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Archive to Archive Compare – Folder/Binder Compare
This portion of the lab will walk through how to compare two folders that are not part of the FactoryTalk AssetCentre archive.
Note that this comparison will be done using the RA Compare Engine, not the RSLogix 5000 Compare tool, which is specific to
ACD files. The same comparison engine would be used for binders that are part of the archive.
1.
Navigate to C:\Lab Files\ in Windows Explorer.
2.
Right-Click on NetWorkShare and click Select Left Folder for RA Compare
3.
Right-Click on Test Folder 1 and click RA Compare to…
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4.
When the compare is complete, the RA Compare report will be displayed.
Reading an RA Compare Folder Report
The RA Compare report shows the contents of the “left” folder (or first item selected as part of
the compare) as a list on the left side of the window, and the contents of the “right” folder (or
second item selected as part of the compare) as a list on the right side of the window.
in the middle column means the item is the same in both versions.
in the middle column means the item has differences. The filename shown in grey is
the older file, and the one shown in red is the more recent file.
Nothing in the middle column means the item has been added or deleted in one version. The
filename is shown in blue to indicate its presence in one folder, and blank (no filename) to
indicate its absence in the other folder.
5.
From within this report, it is also possible to compare specific files contained in the folder or archive
By default, a simple binary comparison is available for non-Rockwell file extensions, such as TXT. Third-party compare
engines such as Beyond Compare, however, could be installed and configured for use with FactoryTalk AssetCentre.
6.
Close the compare report when finished.
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Archive to Archive Compare - Options
This portion of the lab will quickly introduce the options associated with the FactoryTalk AssetCentre Archive to Archive compare
feature.
1.
From the FactoryTalk AssetCentre Client, click Tools → Options.
2.
Click Compare Engines
3.
Notice that several compare engines have already been configured for Rockwell Automation devices. Click the entry for
Logix5000 Controller to see the configuration for the RSLogix 5000 Compare Utility.
This dialog can be used to configure FactoryTalk AssetCentre to use additional compare
engines that can be installed outside of FactoryTalk AssetCentre itself.
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4.
Click Compare Configuration
This dialog can be used to select the folder in which to store any items being compared, and
also to clear said folder when comparisons are complete. When selecting files for comparison
from the FactoryTalk AssetCentre archive, the files are first extracted from the archive and
located in this folder. When the comparison is complete, the files are left in the folder to speed
any future comparisons. Using the Erase All button clears this folder entirely.
5.
Click the Erase All button now to remove the files used in the previous comparisons, and press Yes when prompted.
6.
Any files extracted from the FactoryTalk AssetCentre archive have now been cleared from the local hard drive and remain
only in archive. Click Cancel to close the Options dialog.
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RSLogix 5000 Constant Compare
New in FactoryTalk AssetCentre v4.10 is the ability to compare tag constants in RSLogix 5000 ACD files. Previously, tag
comparisons were either all on or all off. This new feature allows the user to forego all tag comparisons, unless the tag has been
specified as a constant within RSLogix 5000.
This feature will not be examined at length as part of this lab, as all other configuration is the same as in previous versions of
FactoryTalk AssetCentre.
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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Appendix 1: Receive PanelView Plus User Audits in
Since PanelView Plus 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 device’s messages (both audits and events) to a remote FactoryTalk AssetCentre Client.
In this section you will launch the FactoryTalk AssetCentre Client, if it’s not already open.
1.
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Checking out a FactoryTalk View ME Station Application
In this section, you will check out the FactoryTalk View ME application and launch it.
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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Machine Edition (ME) Station
1.
From the desktop, double click the FactoryTalk View ME Station shortcut
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. It may take a couple of minutes to finish loading the application.
6.
Next, Click Run Application
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Examining a PanelView Plus (ME Station) audits
For this portion of the lab, we are going to examine some typical audits that are generated from a PanelView Plus (Ethernet) or
ME Station terminal, and see how those audit messages are configured to be captured by FactoryTalk AssetCentre.
1.
To make a simple numeric change, click on the Enter Setpoint numeric display
2.
Enter 85 , then press Enter
3.
Move the new setpoint to the “Setpoint Actual” numeric display, by clicking the “Setpoint Set”
4.
Click the Exit button to close FactoryTalk View ME Station.
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button.
AssetCentre Audit Log View
1.
Set focus to FactoryTalk AssetCentre and start the Logs plug-in by clicking the Logs
will open in the workspace pane.
2.
By default the log viewer displays the Event log. Click the Audit Log
3.
Move the mouse pointer until it is in the Source column located in the Filter row.
button. The Logs plug-in
button to view the Audit log.
Move the mouse pointer
to this position
4.
Click the drop-down button
5.
Here you can see each changes made to the tag values along with tag name
in the Source column and select “FactoryTalk View SATag”
Momentary Push Button Value: 0
Tag: PB_SP_Set
Value: 85
Tag: PV_SP_Entry
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 image’s 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 user’s name would appear in the audit message.
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Review how to Configure Station audits
1.
To configure a PanelView Plus to send their audit messages forward to an FactoryTalk AssetCentre Server, please see
knowledge base article AID 58977 from http://www.rockwellautomation.com/knowledgebase
2.
Or you can reference this article directly by accessing it from AssetCentre at the following location:
Only a review of the information is needed, no actual configuration required.
This completes the Receive PanelView Plus User Audits in FactoryTalk AssetCentre
portion of the lab.
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Appendix 2: Configure Custom Audit Messages
Using FactoryTalk View SE
FactoryTalk View SE provides a number of audit messages based on user interaction, such as the saving of a display and the
writing of a tag value. While these default audits cover the majority of needs, it may still be useful to customize messaging from
the View SE client, particularly actions that are not audited by default The following lab walks through the basic idea of
customized messages and how to apply one in a simple format.
LogDiagnosticsMessage Function
This lab will make use of the VBA function LogDiagnosticsMessage, which allows a custom string to be published as a
diagnostics message. Two arguments (one for message severity, one for message audience) are used to define the type of
message that will be published, which correspond to the message categories in FactoryTalk Diagnostics. The message severity
can be Error, Warning, Information, or Audit, and the message audience can be Operator, Engineer, Developer, or RSMACC.
These combinations result in a total of 16 different message categories that can be created for use with FactoryTalk Diagnostics.
Syntax:
Constants:
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Open FactoryTalk View SE Application
The first step will be to open a FactoryTalk View SE application and add in the custom messaging.
1.
Open FactoryTalk View Studio from Programs → Rockwell Software → FactoryTalk View → FactoryTalk View
Studio. You can also double-click the FactoryTalk View Studio icon on the desktop:
2.
Select Site Edition (Local) and click Continue
3.
Select InstantFizz_SE and click Open
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Create and Edit a New FactoryTalk View SE Display
In this section, a new FactoryTalk View SE display will be created. The display will contain a single button, which will be used to
activate the example message.
1.
Once the application has finished loading, navigate to Graphics → Displays. Right-click and select New.
2.
Select a button
3.
The button’s properties will automatically open. Click OK to continue.
from the drawing tools and draw out a button on the display.
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4.
Right-click the newly created button and select VBA Code.
5.
The VBA configuration window will be opened, with the button’s Released event selected.
Note: You might need to give this window focus, as it might open behind the View Studio window.
6.
In the Released event, type the following:
LogDiagnosticsMessage “Button was clicked.”, ftDiagSeverityAudit, ftDiagAudienceOperator
7.
Click Save, which will automatically give focus back to FactoryTalk View Stuio, and name the display VBATest.
8.
Close the VBA editing window.
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Test Custom Messaging
1.
Back in FactoryTalk View Studio with the new display open, click the Test Run
2.
Click the button that was created on the new display.
3.
Note the FactoryTalk View Studio event display.
button
FactoryTalk Audits are duplicated as informational messages when occurring from within
FactoryTalk View SE. The message’s audience is retained, but the severity changes from
ftDiagSeverityAudit to ftDiagSeverityInfo.
The message will be captured, but no user information will be recorded.
Because this lab image has been configured to display informational messages at the operator
level, the duplicated audit is being displayed. To avoid duplication of custom messages all
together, use the ftAudienceRSMACC audience group, which cannot be displayed by anything
but FactoryTalk AssetCentre.
4.
Close FactoryTalk View Studio
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5.
If the FactoryTalk AssetCentre Client is not already open, do so now. 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:
6.
Open the Logs view and click Audit Log
7.
Note the message has come in.
This completes the Configure Custom Audit Messages Using FactoryTalk View SE portion of the lab.
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Appendix 3: Using Binders
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.
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Binder and Archive View Walk-through
1.
Navigate to the binder called “myBigPresentation” located in the asset tree under AssetCentre → Files → User
Documents → Labuser → My Documents, select myBigPresentation and open the Archive view (if it’s not already open.)
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.
Content View: displays the
file/folder contents of a
specific binder version
2.
Let’s examine the binder properties. Right mouse click on the myBigPresentation binder via the tree view and select
properties.
The binder properties are diplayed
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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.
4. Close the Binder Properties dialog by clicking OK.
Open the Binder
1.
To modify the contents of this binder, right mouse click on the myBigPresentation via the tree view and select Open.
2.
Click the Check out button for the Asset Retrieval options dialog.
3.
Click OK to the Check out dialog options dialog.
PowerPoint opens with the MyBigPresentation.pptx in context.
4.
For demonstration purposes, make a couple of changes to the PowerPoint i.e. create new slides, delete bitmaps, etc.,
5.
Save and Close the PowerPoint
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Change filter contents
1.
Right click on the myBigPresentation via the tree view and select Properties. Since the binder is checked out, the Filter
and Key File properties are now editable.
2.
Expand out the Contents view by clicking the Expand All
button. Notice that each of the files in this binder
next to the file name. This indicates that all files are included as part of the binder – let’s take a look at
currently has a
how to exclude one of them.
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
button for the Exclude filters.
The Thumbs.db file is now excluded via the filter, meaning that this file will not be included
when the binder is checked in to the archive. This is indicated by the
next to the file name.
7.
Click OK to close the Binder Properties dialog. We’ve now successfully excluded a file from the binder.
Check In the Binder
1.
Check in the Binder by clicking the Check In button.
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2.
Click OK to the Check in dialog, a new binder version is created.
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, you’re able to rollback to a prior version
if needed!
This completes the Using Binders portion of the lab.
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Appendix 4: Disaster Recovery for Remote
Computers
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.
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Create a Remote Computer
1.
Navigate to Plant Layout in the Asset View, Click the Design
look like this
mode button. The Asset View will update and
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.
2.
Select Remote Computer and Click the Add
sheet for a Remote Computer asset.
button. This opens the property
3.
Name the Remote Computer “NetWorkShare”
4.
Highlight the Addressing Info property and then click the
button.
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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.
Your dialog should now look like this:
9. Click OK to Accept the changes and to close the UNC Path dialog
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Create a Binder
Next, we will specify what content is 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
2.
We are going to add a new binder to our Asset View; which will specify the content to be backed up from the
button.
button.
NetWorkShare. Click the Add
3. Name the binder “NetWorkShare”.
Note: you can name the binder what you like, there is no dependencies on naming conventions.
4.
Click the Browse
button for the Source Folder and navigate to the following, Click OK.
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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 asset.
10. Click the Design
button to Exit design mode.
Verify existing Schedule
1.
Click the Schedules toolbar
2.
Select the Weekly schedule.
3.
Click the View By Asset Type, notice that our NetWorkShare Remote computer was automatically added to this schedule.
button to start the Schedules plug-in.
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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. All content of the node at which the schedule is created will be
available for the schedule dynamically, even if more assets are added after the schedule was created.
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.
4.
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.
1.
Click the Shortcut to NetWorkShare
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.
3.
Restore editing privileges to the myTextFile.txt file by right-clicking on it and selecting Properties.
from the desktop
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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, select copy.
9. Move off of the 2 highlighted files, Right mouse click again, and select Paste.
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Your folder should now look like this:
Execute the Schedule
1. Set focus back to AssetCentre, Run the schedule manually. Click the Run Now button
in the Scheduling
toolbar to execute the schedule. The Status column should update to show a Running state for the schedule you created.
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2.
When the schedule has completed, click the Logs button
in the toolbar.
3.
If not already configured, filter the list by selecting RA Disaster Recovery Agent from the Source field
4.
Attachment Icon in the list. This will be difference report we just ran via the schedule. The
Double-click the first
following dialog will appear. Click the View button.
Click View to open the
attachment.
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5.
Page through and review the Scheduled Event Report.
6.
Close the Acrobat reader by clicking the Close button in the upper right-hand corner of the software window.
7. 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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Appendix 5: Remote Computer Disaster Recovery
with FactoryTalk View SE
In this section of the lab, you will learn how to configure a Remote Computer Disaster Recovery schedule to back-up a
FactoryTalk View SE HMI Server. Because HMI servers are frequently in use, a native Remote Computer schedule would not
be sufficient (the schedule would fail upon detecting a file in use.) Instead, it will be necessary to make use of a Windows
Scheduled Task running the HMI Backup and Restore Utility.
Note: When utilizing FactoryTalk AssetCentre to archive a FactoryTalk View SE HMI server,
the ability to check in an entire project is slightly different in comparison to other files. Once in
use, FactoryTalk View SE will actively run the HMI server, thereby locking the files. In order to
check the project back in as a whole, the HMI server services must be stopped. It may be
easier to manually run the HMI Backup and Restore utility once all changes are complete, then
check in the copied files.
For additional information on the HMI Backup and Restore utility, see AID 30310 on the Rockwell Automation Knowledgebase.
Configuring the HMI Backup and Restore Utility
Since the HMI Backup and Restore Utility will be run automatically as part of a Windows scheduled task, the configuration file
must be directed to the appropriate HMI server for use within the command line.
1. Browse to C:\Program Files\Rockwell Software\RSView Enterprise\ and locate the HMIBackup.cfg file.
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2.
Open this file using Notepad and configure the parameters as follows:
[HMIServerParameters]
HMIServerName=InstantFizz_SE
DestinationPath=C:\Users\Labuser\Desktop
ShowOverwriteWarning=N
ExcludeDatalog=Y
Note: By excluding the datalog models, the size of the backup will be reduced greatly, this will
help with the size of the AssetCentre SQL Database used for storage)
3.
Save the edits and exit Notepad.
4.
In the same folder, create a new text file with the following text:
This line will launch the HMI Backup and Restore Utility with the CFG file that was just set up.
5.
Save the text file and exit Notepad.
6. Rename the newly created file from ‘New Text Document.txt’ to ‘HMIServerBackup.bat’.
It is essential to change the file type from TXT to BAT, ensuring that the file’s text line is executed in the command prompt.
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Configure a Windows Scheduled Task
With the automated backup batch file created, a Windows scheduled task will now be used to run the backup prior to the
FactoryTalk AssetCentre schedule. This will ensure that the copied HMI server will be available each time the FactoryTalk
AssetCentre schedule runs.
1.
Navigate to Start → Administrative Tools → Task Scheduler
Select Create Task
2.
On the General Tab:
a) Name the task HMI Back up
b) Select to run independent
of user login status
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3.
On the Triggers Tab, click New
4.
For the purposes of this lab, simply select Daily
The timing of the schedule will differ based on the timing of the FactoryTalk AssetCentre schedule and/or the desired
backup frequency.
5.
Click OK
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6.
On the Actions Tab, click New
7.
Leave the action selection as Start a program…
a) Browse to the batch file:
C:\Program Files\Rockwell Software\RSView
Enterprise\HMIServerBackup.bat
b) Set the folder in which the batch file is located:
C:\Program Files\Rockwell Software\RSView Enterprise\
c) Click OK
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8.
Click OK again to complete the schedule creation.
9. A password prompt will be displayed. Enter rockwell as the password and click OK.
The task will store this password and use these credentials when run. Note: if the specified user’s password changes, it
must be manually changed here in the task configuration.
Test Scheduled Task and Share Back up Location
The newly created scheduled task can now be tested. This will create the Windows folder that will store the HMI server backup,
which can then be shared out to allow communications with FactoryTalk AssetCentre Remote Computer Disaster Recovery.
1.
In the Windows Task Scheduler, select Task Scheduler Library from the navigation tree on the left, then click Run.
Note: The task scheduler will not display much in the way of status. Proceed to step 2 to see
if the schedule was successful.
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2. A new folder containing the backed-up HMI project should be created on the desktop.
Note: This may take a few seconds to fully populate, but opening the folder should display a
full HMI server folder structure if successful.
3.
Once the successful backup is verified, use Windows to share the newly created folder.
a) Right-Click and select Share
b) Click Share
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4.
If prompted, click Yes to enable File Sharing.
5.
Click Done when sharing is completed
6.
Close the Task Scheduler window.
Now that the folder has been shared out, the FactoryTalk AssetCentre Remote Computer Disaster Recovery schedule will
have a UNC path to access.
Configure Remote Computer Asset
FactoryTalk AssetCentre must now be configured to automatically back up the copied HMI server. This will require the creation
of a Remote Computer asset, a binder asset to contain the HMI server, and the configuration a Remote Computer Disaster
Recovery Schedule.
1.
If it’s not already open, open the AssetCentre Client 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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2.
In the FactoryTalk AssetCentre Client, click the Design button to enter design mode.
3. Browse to AssetCentre → Plant Layout → Packaging Area and add a Remote Computer asset to the container.
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4.
The asset’s properties will be automatically displayed. Name the asset “HMI Server”
5.
Highlight the Addressing Info property and then click the
6.
Use the UNC Path browse button (or simply type in) to enter:
\\FTAC-DEMO12\Users\Labuser\Desktop\InstantFizz_SE
button.
Username: labuser
Password: rockwell
button.
7.
Verify and test the connection - click the Connect
8.
Click OK to Accept the changes and to close the UNC Path dialog.
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Configure Binder Asset
With the Remote Computer property panel still open from the previous section…
1.
Highlight the “Configuration Data” property and click the
2.
Click the Add
3.
Name the binder MyHMI
4.
In the Source Folder field, browse to the shared directory containing the HMI server and select the HMI server’s folder.
5.
Click OK to create the binder, OK again to confirm the binder selection, then one final OK to finalize the creation of the
assets.
button.
button.
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Configure Remote Computer Disaster Recovery Schedule
Rockwell Automation recommends configuring an HMI server for a Backup only schedule, or restricting the files compared in a
Backup and Compare schedule. The following walkthrough will show the slightly more complicated configuration of the Backup
and Compare schedule.
1.
In the FactoryTalk AssetCentre Client, select Schedules
2.
Select the newly created HMI Server asset in the asset tree, then click the New button
3.
Select Disaster Recovery - Backup and Compare
4.
Name the schedule HMI Server Back up
5.
Click Next
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6.
Click Next to accept the default schedule timing.
Note: It is important to coordinate this with the Scheduled Task created on the HMI Server. It
is necessary to provide enough time for the HMI Backup procedure to complete for the entire
project. This time can vary depending on the size of the HMI Project.
7.
Configure the compare options now by clicking the
button associated with File Configuration.
8.
By default, all files in the binder are compared. To avoid some of the files that will always be changing (e.g., HMI tag
database,) select only specific folders or files for comparison. In this example, compare just the *.gfx files.
9.
Click OK
10. Select True for Promote New Upload to Master.
11. Click Finished and select Yes to save changes.\
12. Click the Design
button to Exit design mode
The schedule configuration is now complete. This completes the Remote Computer
Disaster Recovery with FactoryTalk View SE portion of the lab.
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Appendix 6: Disaster Recovery for Siemens S7
Processors
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, you’ll 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.
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Create a Siemens S7 Asset
This section of the lab will walk through the steps necessary to add a Siemens S7 Processor to the FactoryTalk AssetCentre
asset tree, and configure its properties.
1.
Navigate to Plant Layout → Packaging Area → Filler in the Asset View, Click the
The Asset View will update and look like this
Design
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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mode button.
2.
Select Siemens S7 Processor and Click the Add
property sheet for the asset.
button. This opens the
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, we’ll 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
add a new Binder to the asset tree.
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button to
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
button for the “Source Folder” and navigate to C:\Lab Files\Test Rack. Click OK.
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\S7-Programm(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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16. Finally, select Backup Data and click the browse
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.
View Siemens S7 Disaster Recovery Options and Compare Report
This section of the lab will review the various options associated with Disaster Recovery operations for Siemens S7 Processors.
Because there is no S7 processor available to perform an upload from, this section will highlight the options without running an
actual operation.
to open the Schedules tab.
1.
Click
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 processor’s 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.
4.
Select Block Options and click the browse
button.
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5.
The Block Options dialog will be displayed.
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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8.
Open Sample Siemens Compare
9.
The sample compare report will load
10. Close the report when finished.
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Move Backup Data to Configuration Data
In this section of the lab, the Siemens S7 backup data will be migrated to a new version of the configuration data. Because the
backup data is stored in a different format than configuration data, it is necessary to perform this process to successfully work
with the backup data in a development environment. Migrating the backup data allows the user to select a specific range of
blocks to transfer into a new version, stored in the configuration data.
1.
Ensure that the new Siemens S7 Processor asset is selected.
2.
Click Tasks → Backup to config data…
3.
Click Filter by Version and select version 1 of the backup data.
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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.
6.
Click next on the following screen, confirming the block choices.
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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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Appendix 7: Archive Auto Check-In & Desktop
Shortcuts
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.
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Create and Configure for Auto Check-in
You may associate programs with particular file extensions. If no association is specified for a file extension, the settings of the
local computer are used to open the file. In addition, via the File Association you can configure it to automatically check out and
check in files into archive based upon the Open command within AssetCentre.
1.
To configure the behavior of the Application Launcher, click Tools → Options → File Associations and select the System
Associations tab. The following will be displayed:
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 it’s appropriate to check in the file after editing.
Whereas, for RSLogix5000, it’s appropriate to select “File” for its Monitor Type
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.
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3.
Click OK the exit the File Association dialog.
4.
Click OK to Exit the Options dialog
Exercise auto check-in
1.
Let’s verify the operation of the File Association, navigate to AssetCentre → Plant Layout → Packaging Area →
Washer → PT10.
2.
Right mouse click on the PT10.PDC file and select Open.
3.
Click Check out from the File Retrieval Options.
4.
With the “Get local copy” selected, click OK to the Check Out dialog.
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5.
The PT10.PDC file is checked out of archive and launches with PDC Field Edition.
6.
Close PDC Field Edition
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.
The PT10.PDC file is now checked in
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Using Desktop Shortcuts for Archive Files
In this section of the lab, we will create a short-cut to automatically check a file out and in of archive without even having the
AssetCentre Client opened.
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.
Let’s 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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Appendix 8: Process Device Configuration at a
Glance
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.
What is Field Device Tool (FDT)?
FDT (Field Device Tool) technology standardizes the communication interface between field devices and systems. The key
feature is its independence from the communication protocol and the software environment of either the device or the host
system. FDT allows any device to be accessed from FactoryTalk AssetCentre through any protocol.
Here’s how it works
Suppliers (e.g., Rockwell Automation, Endress+Hauser, Metso Automation, etc.) develop a Device Type Manager (DTM) for
each of its devices or group of devices.
The DTM encapsulates all the device-specific data, functions and business rules such as the device structure, its communication
capabilities, internal dependencies, and the Human Machine Interface (HMI) structure. The DTMs provide functions for
accessing device parameters, configuring and operating the devices, and diagnosing problems. DTMs can range from a simple
Graphical User Interface (GUI) for setting device parameters to a highly sophisticated application capable of performing complex
real-time calculations for diagnosis and maintenance purposes.
The DTM is managed and launched in FactoryTalk AssetCentre. FactoryTalk AssetCentre contains the communication
component to interface the FactoryTalk AssetCentre Client with the specific fieldbus communication (e.g., HART, PROFIBUS,
FOUNDATION fieldbus, etc.). FactoryTalk AssetCentre initiates the DTM and enables the device to interoperate with the system
engineering and operating environment.
The FDT interface is open to all kinds of field busses and thus will allow FactoryTalk AssetCentre to provide integration for many
different kinds of devices.
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DTM’s and Network Topology
The first step to configuring a device is to create a communication path to the device from the FactoryTalk AssetCentre Client.
This is accomplished by nesting DTMs that represent various levels of the network topology.
For example, let’s look at the basic network setup shown below:
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.
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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.
1.
Click the Tools → DTM Catalog from the file menu.
2.
The DTM Catalog is displayed.
Predefined filters
allows you to quickly
apply a filter to those
specific DTMs
Shows DTMs that are
installed locally and are
enabled
Scan DTMs that
have been added
or removed. Scan
is required
whenever a library
of DTMs have been
installed or
removed.
Customized filters
allow you to filter the
DTM Catalog base on
one or more criteria i.e.
Cerabar
Allows you to enable
or disable a DTM for
use
The DTM Catalog is where you can:



3.
Scan for additional installed DTMs that have been loaded on the machine
Enable or Disable particular DTM for usage via the Modify Catalog button
View all DTMs that are available via FactoryTalk AssetCentre. You can apply predefined or custom filters for easy
navigation.
When finished, press the Close button.
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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.
2. Click Check Out
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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
Description
Open
Opens the device configuration data. Depending on
Current Status (see below) the open command will either
go to an Online or Offline state
Upload
Will upload from the device and save to offline
configuration data
Download
Will download offline configuration to the device
Online / Offline (with Current
Status)
Determines when the device is open to either go to an
Online or Offline state. The current selection is shown
Device / Network diagnostics
Used primarily to determine the quality of the DTM
selected, DTM Network configuration; including
connectivity to the device itself
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 file’s icon, indicating that the file is currently checked
out:
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4.
Click the Open
button to open the valve positioner device:
Current Status: Offline
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
In this portion of the lab, the valve positioner’s upper limit will be adjusted from 100% to 90%.
1.
Scroll down to Position Upper Limit
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2.
Change the value from 100 to 90.
Note that a pencil icon appears next to the value, indicating that something has been changed.
3.
To save your changes, click File from the menu and then Save.
4.
Close PDC Field Edition application
Click Yes if prompted to save again.
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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5. 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.
6. Enter “Changed Upper Limit to 90%” in the Comments field of the Check In dialog.
7. Click OK to perform the check in.
The Process Device Configuration at a Glance portion of the lab is now complete.
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Appendix 9: Securing FactoryTalk AssetCentre
In this section of the lab you will secure FactoryTalk AssetCentre assets and features.
1.
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Creating new Users and Groups
To secure our FactoryTalk AssetCentre asset view and features, we will first need to create new users and groups for our
Packaging and Process Areas. Users and groups are administered in the FactoryTalk Administration Console.
1.
From the Start menu select Programs → Rockwell Software → FactoryTalk Administration Console
2.
Select the Network FactoryTalk Directory and click OK.
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 click and select New → User Group
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5.
Enter Process Area for the Name, then click Add
6.
If we had a user already created that was appropriate, we could assign them to the Process Area. Instead, 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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8.
Select John in the list and then click OK
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 click and select New → User Group
12. Enter Packaging Area for the Name, then click Add
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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 click OK.
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):
Securing AssetCentre functions (Design Mode)
Now that we have our Process Area and Packaging Area Users Group and Users created, we are going to restrict these groups
from entering into Design Mode within AssetCentre.
1.
Expand the Policies folder
2.
Expand the Product Policies folder
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3.
Expand the FactoryTalk AssetCentre product policies folder and double click on the Feature Security item
4.
Navigate to the Switch to Design Mode polices and click the Configure Security
5.
Click the Add button
6.
Select Packaging Area and click OK
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button.
7.
Again, Click the Add button
8.
Select Process Area and click OK
9.
Since we don’t want the Packaging or Process Area groups to have the ability to Switch to Design mode click the Deny
checkbox for both.
Click the Deny checkbox to
prevent groups or user
from entering Design mode
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.
Securing the FactoryTalk AssetCentre Asset Tree
You will now configure security to prevent the two groups (Process and Packaging Area’s) from viewing each other’s assets or
areas.
1.
Within the AssetCentre client, navigate to the Packaging Area as this will be our first Area we are going to secure.
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2.
Enter design mode by clicking the Design
button
3. Next, click the “Configure Security for the Selected Asset”
4.
Click the Add
5.
Select the Process Area group and click OK.
6.
Expand out the Common Permissions, navigate to List Children.
button
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button. The following is now displayed:
7.
Check the Deny for List Children AND Read permissions, click OK.
Note: 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.
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
12. Select the Packaging Area group and click OK.
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button.
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.
Exercise Security Configuration
In this section of the lab we are going to confirm that you have performed the security configuration correctly.
1.
Within AssetCentre, click File and then Log Off.
Notice, with no user log in the FactoryTalk AssetCentre client is blank.
2.
To Log back in, click File and then Log On
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3.
We will first log in as John our Process Area user. Enter John for the user name and password and then click OK to Log In.
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 it’s 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, 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.
This completes the Securing FactoryTalk AssetCentre portion of the lab.
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Appendix 10: FactoryTalk AssetCentre - Event &
Audit Log Cleanup Utility
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.
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Create and Purge Log data
1.
To begin within AssetCentre click Tools → Log Cleanup Wizard.
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 category.
4.
For the Log Date Criteria, Enter Yesterdays date. (It is not possible to enter today or a future date.) You can use the drop
down to do this.
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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8.
Once the process is complete a Results screen is displayed, click Next.
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 today’s Audit messages still in the
database. The numbers shown above may not match what you’re seeing, as the dates will not
match.
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View Purge Log data
1.
To View our records that we just created from our FactoryTalk AssetCentre database start the Log Viewer by Clicking Start
→ Programs → Rockwell Software → FactoryTalk AssetCentre Client → FactoryTalk AssetCentre Exported Log Viewer.
2.
To open our myAudits.sdf file, click File → Open Log and browse to the desktop and select “myAudits.sdf”, then click
Open.
3. The contents that have been removed from the AssetCentre logs can now be viewed here.
This completes the Event and Audit Log Cleanup Utility portion of the lab.
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Appendix 11: Backup and Restore FactoryTalk
AssetCentre
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.)
AssetCentre Database Backup
1.
From the Start menu select Programs → Microsoft SQL Server 2008 R2 → 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.
4.
Right-click on the AssetCentre database and select Tasks → Back Up…
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5.
The Back Up Database – AssetCentre screen is displayed, Observe the following information:
Select AssetCentre
database to backup
Name of backup
Local hard drive to store
backup file
(see notes below)
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”. 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 Lab Files directory.
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8. Note the Options from the tree on the left of the screen. In this example, all options are left at default.
9. Click OK to initiate the backup.
10. Note the Progress panel in the bottom left of the screen.
11. Upon successful completion of the backup, the following window will be displayed
The AssetCentre database is now backed up.
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AssetCentre Database Transaction Logs Backup
It is strongly recommended to backup the database transaction logs in addition to the database itself. The transaction logs
essentially keep audits of the database, recording actions performed upon it. Both the transaction logs and database can be
stored in the same file, specified in the section above on how to back up the database.
1.
Right-click on the AssetCentre database and select Tasks → Back Up…
2.
The following screen will be displayed
Select AssetCentre
database to backup.
Select Transaction
Log as the backup
type.
Name backup
Note that the location
is carried over from
previous backup.
3.
Note the Options from the tree on the left of the screen. In this example, all options are left at default.
4.
Click OK to initiate the backup.
5.
Note the Progress panel in the bottom left of the screen.
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6.
Upon successful completion of the backup, the following window will be displayed, click OK.
The AssetCentre database’s 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.
.) This can be accomplished directly from the Microsoft SQL Server
Ensure that the SQL Server Agent is started (
Management Studio, at the bottom of the navigation tree.
2.
If the Agent is not started (
), right-click on it and select Start.
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3.
Click Yes when prompted to start the service.
4.
Once the SQL Server Agent is started, right-click on Management → Maintenance Plans and select Maintenance Plan
Wizard.
5.
Click Next on the opening screen
6.
Enter AssetCentre_DB_Backup as the name for the maintenance plan, and then click the Change button to schedule the
plan.
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7.
Use the following screen to configure the schedule for the operation, then click OK to continue. For the purposes of this lab,
just leave the defaults.
8.
Click Next to progress past this screen now that the schedule is configured
9.
Select Back Up Database (Full) to configure this maintenance task to back up the database itself. Click Next to continue.
Note that a transaction log
backup can also be
selected here.
10. Click Next again.
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11. Select the AssetCentre database from the drop down menu and click OK.
12. Specify the location to store the backup file. For the purposes of this lab, use C:\Lab Files.
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 database’s hard drive fails.)
13. Click Next
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14. Enter the location to save the log files of the backup. Again, use C:\Lab Files.
15. Click Next
Note: It is possible to configure email reporting from this screen.
16. Click Finish to finalize the maintenance plan.
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17. When complete, the following screen will be displayed:
18. Once the success of the operation is reported, click Close.
19. 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).
Restoring FactoryTalk AssetCentre in Microsoft SQL Server 2008
Before beginning the process of restoring the database, all users of the FactoryTalk AssetCentre system should be
disconnected. It is advisable to simply stop the FactoryTalk AssetCentre server service until the MSSQL database restore and
subsequent re-connecting of the FactoryTalk AssetCentre server is complete. Additionally, the World Wide Web Publishing
service should be stopped until the entire procedure is complete.
1.
To disable the FactoryTalk AssetCentre server service, open up the Service Control Manager (Start → Administrative
Tools → Services).
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2.
Right-click on the FactoryTalk AssetCentre Server listing and select Stop.
3.
Stop the World Wide Web Publishing service in the same way.
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4.
Return to the SQL Server Management Studio
5.
Right-click on Databases, then select Restore Database
6.
In the ‘To database’ field, enter the name “AssetCentre”, then select the “From Device” radio button and click the
corresponding browse button.
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7.
Click Add
8.
Browse to C:\Lab Files\FTAC.bak and select it, then press OK to continue.
9.
The backup list below the browse button will populate. Check both check boxes.
Note: If different options are selected, such as overwriting on each backup, or if a previous
backup file is used, there will be a different number of rows to select from. Additionally, if no
transaction logs were backed up, there may 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.
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10. Click Options
11. Select Overwrite the existing database
12. Click OK, SQL will now restore the AssetCentre database.
13. When complete, return to the Services window and Start the World Wide Web Publishing service.
14. Start the FactoryTalk AssetCentre Server service.
This completes the Backup and Restore FactoryTalk AssetCentre portion of the lab.
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Appendix 12: FactoryTalk AssetCentre Instrument
Management
What is Calibration Management?
Calibration Management is the process of recording that calibration activity actually occurred at the appropriate time, and
capturing the results of calibration activity. Further, Calibration Management will schedule these manual calibration operations
on process devices, test instruments, and other hardware.
Calibration management functionality provided by the AssetCentre Calibration Management feature is implemented by a
software product called ProCal version 5 (PCV5). FactoryTalk AssetCentre uses this software product to provide Calibration
Management behavior. Three distinct characterizations are useful with respect to a given piece of Calibration Management
functionality:

The Calibration Management functionality is completely contained within PCV5, but accessed solely through
AssetCentre.

The functionality is triggered or started within AssetCentre and carried out in PCV5.

There is AssetCentre-specific behavior that lies outside PCV5, but influences or controls PCV5 behavior.
FactoryTalk AssetCentre Calibration Management Walk-through
In this section you will launch the FactoryTalk AssetCentre Client and review the main interface.
1.
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In this section of the lab we are going to leverage the pre-created PT10 pressure transmitter 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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View Calibration Data in FactoryTalk AssetCentre
1.
Select PT10 from the Plant Layout → Packaging Area → Washer section of the FactoryTalk AssetCentre Tree View..
2.
Click the
Calibration button form the menu tool bar. The following screen is displayed.
Note: The Calibration Master Data is synchronized with the ProCalV5 calibration data.
ProCalV5 contains the master data.
Short-cut menu options for
ProCalV5 program
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
ProCalV5 Data
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View ProCalV5
1.
Select the PT10 instrument
menu, click ProCalV5 > Open.
from the FactoryTalk AssetCentre Tree View, right mouse click to open the sub
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.
3.
Double click AT500: Tank pH to view the late calibration record.
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
button to close this dialog.
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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 screen’s 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 Toolbar provides you
with access to the mains screens
that also may be accessed
through the Records menu.
Record Menu provides you with access to the
main screens that also may be accessed
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.
Company Record
Instrument Record
Loop Record
Equipment Record
Reports & Lists menu provides you with
access to all areas of the program’s Reporting
System, including all standard reports and the
REPORT MAINTENANCE SCREEN, which is
used to add new reports to the system.
System Record
Test Instrument Record
Calibrations
Planned Maintenance
Maintenance Request
Work Area
When you invoke any of the screens by
clicking the appropriate menu or toolbar item,
it will be displayed in this area
Work Orders
Task
Document Records
Compliance Records
6.
Click Close
button to exit ProCalv5 if it is still open - FactoryTalk AssetCentre should now have focus.
Note: ProCalV5 could be left open, but for the sake of simplicity and to avoid confusion, we’re
closing out of the program and re-opening it a different way in the next section.
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Master Instrument Record (MIR)
1.
From the open Calibration view, click the PT10 button and select Open Instrument.
2.
Click the Hide
ProCalV5.
button to close the reminder screen. This will open the Master Instrument Record for PT10 in
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 instrument’s 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.
General Info Tab
The general tab contains data about the physical instrument such as Manufacturer and Serial
Number. You may also assign a Department (with or without corresponding Approval Policy),
and determine the primary Calibration Schedule.
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Calibration Points Tab
1.
Click the Calibration Points tab
Calibration Points Tab
This is the page that contains fields to enter calibration information for the instrument, such as #
of cal points, stated accuracy, resolution, etc. This information is then used to calculate the
high and low spec and control limits for the instrument’s calibration.
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Instrument Report
1.
Click the Report Preview
2.
Close 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.
5.
Close the Test Points screen to return to the Calibration View
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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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Section 1: Perform a Calibration using a Hand Held Calibrator
In this section of the lab, we are going to perform a calibration on our pressure transmitter PT100 using Fluke’s 744 Hand Held
Documenting Process Calibrator. We will download the calibration procedure (Test Points) for PT100 that we recently created,
and then we will perform the calibration using the Hand Held calibrator. Once we’ve calibrated PT100, we will upload the results
to AssetCentre, and then view the Calibration Certificate using ProCalV5. Lastly view the results in FactoryTalk AssetCentre.
If your lab station does not have a Fluke Hand Held Calibrator, turn to Section 2 of this appendix.
Prepare the Hand Held Calibrator
1.
Power up the Fluke 744 Documenting Process Calibrator
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, we’ve
chosen to look at all the instruments in the system and manually select the one we are working with,
PI100-0001.
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.
Click Close
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9.
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
13. Click Yes to the Warning
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Download button. The
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
Preparing Cerabar Instrument for Calibration
To perform the Cerabar instrument (PI100) calibration, we must disconnect the PI100 from the PreMix system (our Lab Kit), this
would be an example of scheduled maintenance planned into a production cycle, and connect it to the Fluke hand held
calibrator. The Fluke 744 can communicate over the HART protocol to complete the calibration & even has the ability to power
up the instrument using its loop source capability. To do this we will connect our instruments as follows:
The follow pages provide step-by-step instructions for preparing the PI100 for calibration as shown in the
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
Hand Pump
Pressure
sensor
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.
Connect both sets of leads
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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2. Connect the pressure sensor to the Fluke 744.
This sensor reads
source data from the
instrument (psi).
3. Connect the serial cable from the PC to the Fluke 744 and your setup should now look like the image
below:
9-Pin Serial
Cable to PC
4.
Press the power button
on the Fluke 744 to power up the device.
Your instrument is now prepared for calibration.
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Prepare Fluke 744 Hand Held Calibrator
1. Press HART, then the loop power soft key
2. Verify HART configuration
Pressure variable –
will not match your
readout.
Corresponding
milliamp signal –
will also not match
3. Press HART again, Use the down arrow to select measure mA, Source PSI, then press the enter
key
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Vent
4. Vent pump to atmosphere, press the Clear/zero button
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Select Calibration Task
1. Press More Choices soft key, then select the Task sofkey
2. Press enter to select task
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3. Confirm test setup, Press the Continue softkey
Calibrate As Found Instrument Values
1. Select the Manual Test softkey
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2. Apply 0 psi, accept first calibration
Course Adjust
3. Apply 5.0 psi, accept second calibration point
Fine Adjust
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4. Apply 10.0 psi, accept final calibration
5. Review as-found results, press Continue
6. Review Tag and serial number information and User (ID), press Continue
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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
8. Select Pressure Zero Trim, Press Enter, Acknowledge “Warning”
Note: Do NOT select “Done” at this time – press the Enter button to continue instead.
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9. Vent pump to atmosphere (Completely open valve) and Press continue to zero pressure transmitter
offset value.
10. Move cursor to Output Trim, Press Enter, Acknowledge “Notice”
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11. Press Fetch then Send softkeys to adjust the 4.0 mA output, Press Continue softkey
12. Press, Fetch then Send softkeys to adjust 20.0 mA
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13. Move the Cursor to Sensor trim and press enter
14. Press enter to Perform User Trim – both, Acknowledge “Notice”
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15. Press Clear/Zero to re-zero pressure module (vent pump first) then Press continue
16. Apply 0 psi (vented open) Press Fetch and Trim to adjust the LRV, press Continue for next point
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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
Calibrate As Left Instrument Values
1. Select “As Left”, confirm settings and Select Continue
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2. Select manual test and Apply 0 psi, accept first calibration point
3. Apply 5.0 psi, accept second calibration point
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4. Apply 10.0 psi, accept final calibration point
5. Review results, press Continue
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6. Confirm Tag, Press Continue twice and the test is complete
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Upload Completed Calibration from Fluke 744 Calibrator
1. Connect the upload serial cable at this time
2. From the ProCalV5 Field Calibrator Utility, Select “Upload to ProCalV5” from the “Action” menu in the
upper right corner of the screen.
3. Select John D’Mico from the “Who Calibrated” section
4. Select Scheduled from the “Calibration Type for Uploaded Calibration”
You ProCalV5 Field Calibrator Utility should now look like the following:
5. Click the Initiate Upload
button
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6. Click Authorize
Record for PI100-0001
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
to exit the Field Calibrator Utility
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Verify Calibration in FactoryTalk AssetCentre Calibration Management
1. If it is not already launched, launch ProCal V5 from the AssetCentre program by right-clicking on the
PI100 instrument and selecting ProCalV5  Open.
2. In ProCalV5, Click the Calibration
3. Click the List Calibration Records
4. Click the Report Preview
button
, select PI100-0001 from the list
button to see the standard Calibration Report.
5. Close the Report Preview
6. Close the Calibration window.
7. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.
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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.
10. Close the Calibration History List.
Reconnect the Instrument to Lab Kit
Return the equipments configuration prior to the calibration.
1. Disconnect the pressure module and pump using the quick disconnect.
2. Disconnect the wiring lead from Fluke hand held and connect the instrument to the flex rail wiring
lead.
3. Once the flex rail wiring leads are reconnected you should notice the PI100 powering up.
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Section 2: Perform a Mock Calibration on Pressure Transmitter Instrument
In this section of the lab we are going to enter the results of a mock calibration performed on pressure transmitter PT10. Once
we’ve entered the data we will preview the data in a standard ProCalV5 report and lastly view the results in FactoryTalk
AssetCentre.
If your lab station has a Fluke hand held calibrator, then this portion of the lab is covered in Section 1.
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 D’Mico for Who Calibrated
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Enter Calibration Results
1.
Click the Test Results Tab of Calibration.
2.
Enter the following Calibration Information.
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3. Enter the following Calibration Information:
Calibration
4.
Pass
Selected
Adjusted to Improve
Checked
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:
View Calibration Results
1.
Go back to the Calibration Information Tab by clicking Calibration Information and check the Finalized parameter
2.
Click the save
button.
Notice the Entered by, date, last modified data, next calibration data, etc. has been updated.
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button to see the standard Calibration Report.
3.
Click the Report Preview
4.
Close the Report Preview
5.
Close the Calibration window.
6.
Close the Master Instrument Record
7.
Let’s 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 today’s date
TIP: Use the built in short cut keys
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10. Click the Preview
button to view report
11. Close the report preview.
12. Close ProCalV5 to set focus back to FactoryTalk AssetCentre.
13. Click the Refresh
the Calibration History Tab.
button to update the Calibration View. Calibration History is now a Tab in the view. Click
14. Click Calibration History properties to view the calibration pass/fail results.
The Calibration history is shown:
Close the Calibration History List. You have completed this appendix!
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Notes
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Publication XXXX-XX###X-EN-P — Month Year
Supersedes Publication XXXX-XX###X-EN-P — Month Year
Copyright© 2011 Rockwell Automation, Inc. All rights reserved.

FactoryTalk AssetCentre Basic Operation to Advanced Configuration

Transcription

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